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@stocktalkweekly Avatar @stocktalkweekly Stock Talk

Investors are discussing various stocks, including Core Scientific, Robinhood, and Centrus Energy, with some experiencing significant gains. The US and Canada are also engaged in a trade dispute over digital services tax. Additionally, market analysts are sharing their top stock picks and portfolio performances.

Engagements: XXXXXXX #

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Mentions: XXX #

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Followers: XXXXXXX #

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CreatorRank: XXXXXX #

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Social Influence #

Social category influence finance #1053 stocks XXX% countries XXXX% technology brands XXXX% cryptocurrencies #451 currencies #3744 exchanges XXXX% social networks XXXX%

Social topic influence $amkr #1, $uuuu #11, $leu #2, stocks #129, $gxo #2, china #690, $hii #2, $plpc #1, taiwan #273, $plab #1

Top accounts mentioned or mentioned by @logicalthesis @pennycheck @grok @elonmusk @amitisinvesting @samsolid57 @granddadscrooge @dannycgallo @joinyellowbrick @stepnotonpets @stockmktnewz @kingtutcap @jaguaranalytics @steveyonezu @docpod4 @phatinfantry @everytimeicash @iron_mind001 @wolf_financial @top_sach

Top assets mentioned Amkor Technology Inc (AMKR) Energy Fuels Inc. (UUUU) Centrus Energy Corp. (LEU) GXO Logistics, Inc. (GXO) Huntington Ingalls Industries Inc (HII) Ethereum Name Service (ENS) Kratos Defense & Security Solutions, Inc. (KTOS) NVIDIA Corp. (NVDA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Apple, Inc. (AAPL) Robinhood Markets, Inc. (HOOD) DigitalOcean Holdings, Inc. (DOCN) Taiwan Semiconductor (TSM) Broadcom, Inc. (AVGO) Strategy (MSTR) Axon Enterprise, Inc. (AXON) Super Micro Computer, Inc. Common Stock (SMCI) Palantir (PLTR) Moderna Inc (MRNA) Illumina, Inc. (ILMN) Hundred Million (100M) Lyft, Inc. Class A Common Stock (LYFT) Critical Metals Corp. Ordinary Shares (CRML) MP Materials Corp. (MP) Amentum Holdings, Inc. (AMTM) Mercury Systems Inc. (MRCY) Equinix Inc (EQIX) ATAI Life Sciences (ATAI) Bloom Energy Corporation (BE) Kraft Heinz Co (KHC) Galaxy Digital Inc. (GLXY) Boeing Co (BA) Lucid Group Inc (LCID) Bank of America (BAC) Amcor PLC (AMCR)

Top Social Posts #

Top posts by engagements in the last XX hours

"@LogicalThesis Wonder who taught you this hedging strategy 😉"
X Link @stocktalkweekly 2025-10-10T20:42Z 347.3K followers, 1261 engagements

"THE NASDAQ-100 HAS OFFICIALLY BEEN REBALANCED $QQQ ADDED PALANTIR $PLTR MICROSTRATEGY $MSTR AXON ENTERPRISE $AXON REMOVED SUPER MICRO COMPUTER $SMCI MODERNA $MRNA ILLUMINA $ILMN"
X Link @stocktalkweekly 2024-12-14T01:03Z 347.8K followers, 192.7K engagements

"@taobanker The stock prior to Lugano issue was trading $XX. Fell to $X. Nothing to do with the debt. Question is if you remove Lugano from the valuation satisfy necessary related fees/debt obligations & Arnold is rerated what is the resulting market cap My view is much higher"
X Link @stocktalkweekly 2025-10-13T01:43Z 347.3K followers, 2174 engagements

"What's your favorite undiscovered stock that no one is paying attention to"
X Link @stocktalkweekly 2025-09-11T00:29Z 347.8K followers, 115.9K engagements

"Pitch me your favorite SMID cap stock (between $200M to $10B market cap) Tell me the whole story. I'll respond with my opinion on all the thoughtful replies"
X Link @stocktalkweekly 2025-10-01T23:49Z 348K followers, 77.2K engagements

"*AMKOR $AMKR OFFICIALLY BREAKS GROUND ON LARGEST OSAT FACILITY IN THE U.S. IN PEORIA ARIZONA BACKED BY APPLE & TAIWAN SEMI"
X Link @stocktalkweekly 2025-10-06T14:01Z 348K followers, 34.7K engagements

"@RouleurCapital $UUUU is a legit rare-earth exposure do your research"
X Link @stocktalkweekly 2025-10-11T02:08Z 348K followers, 1211 engagements

"Growing profitable domestic battery OEM trading at 1x sales & XX P/E in this market is one thing. Subsidiary BrenTronics (supplier of MIL-spec portable batteries for the U.S. Army) is now directly theme-relevant with new Chinese export restrictions for military use $ENS"
X Link @stocktalkweekly 2025-10-14T00:14Z 348K followers, 57.6K engagements

"$UUUU $6C now up over +3000% This coming Friday I will be exercising these calls to receive shares at an effective cost basis of $XXXX with the stock trading at $25+"
X Link @stocktalkweekly 2025-10-13T14:12Z 348K followers, 65.1K engagements

"New portfolio position in battery/grid stock opened at"
X Link @stocktalkweekly 2025-10-13T18:16Z 348K followers, 99.4K engagements

"@lrobe3 I've shared several over the past few weeks probably sharing another today with our community"
X Link @stocktalkweekly 2025-10-13T17:09Z 348K followers, 1732 engagements

"*CHINESE FOREIGN MINISTRY ISSUES STATEMENT ON RARE EARTH CONTROLS AND U.S. TRADE WAR - Rare earth export controls are a "legitimate measure" to protect Chinese interests citing geopolitical instability - Export controls are "not a ban" global civilian supply chains expected to have limited impact - Rare earth export licenses will be approved for appropriate civilian use but restricted for military use - U.S. undermined trade talks in Madrid by unfairly imposing additional measures on China after the talks concluded - XXX% U.S. tariffs in retaliation to export controls is a "double standard" -"
X Link @stocktalkweekly 2025-10-12T02:46Z 348K followers, 758K engagements

"Were $UUUU paying attention"
X Link @stocktalkweekly 2025-10-07T13:58Z 348K followers, 25K engagements

"AMENTUM $AMTM upgraded to 'Overweight' (from 'Neutral') at Cantor Fitzgerald with a $XX price-target (from $25): "We are upgrading AMTM to OW from N and increasing our PT to $XX from $XX per share on both valuation and looming Space/Nuclear catalysts. While initially a robust performer post 2024 IPO (+30% Sep XX to Nov X vs. S&P500 down 1%) we think AMTM shares have languished due to a mix of government efficiency concerns and shareholder concentration overhang. On efficiency dynamics we believe the bulk of concerns have been de-risked with AMTMs SLS program funded through 2030 by FY25s BBB"
X Link @stocktalkweekly 2025-09-25T11:54Z 347.3K followers, 14.9K engagements

"I'm pretty sure that both Trump & Xi (including their advisors) are fully aware that XXX% tariffs (aka trade embargo) between the U.S. & China is a double-suicide that would also detonate the global economy. The question is do either of them have the balls to pull the trigger"
X Link @stocktalkweekly 2025-10-11T02:00Z 348K followers, 46.5K engagements

"$LEU & $UUUU keep outperforming the other nuclear stocks on red days for exactly this reason"
X Link @stocktalkweekly 2025-10-07T17:01Z 347.9K followers, 43K engagements

"*NVIDIA DISCLOSES THAT U.S. GOVERNMENT INFORMED THE COMPANY YESTERDAY THAT IT WILL PROHIBIT H20 EXPORTS TO CHINA "FOR THE INDEFINITE FUTURE" -- NVIDIA EXPECTS TO INCUR $XXX BILLION IN RELATED INVENTORY & PURCHASE ORDER CHARGES IN Q1 2026 $NVDA"
X Link @stocktalkweekly 2025-04-15T21:34Z 347.1K followers, 560.5K engagements

"Huntington Ingalls $HII another +10% after stellar earnings. Were you paying attention"
X Link @stocktalkweekly 2025-07-31T14:06Z 347.6K followers, 17.3K engagements

"Our current mid-cap defense basket Kratos $KTOS Mercury Systems $MRCY and Huntington Ingalls $HII performed beautifully today in a volatile market"
X Link @stocktalkweekly 2025-06-17T19:50Z 347.1K followers, 22.3K engagements

"$UUUU +25% / $LEU +17%"
X Link @stocktalkweekly 2025-10-13T14:05Z 348K followers, 46.3K engagements

"*POWELL: DOWNSIDE RISKS TO THE U.S. JOB MARKET HAVE INCREASED. WE MAY BE APPROACHING THE END OF OUR BALANCE SHEET CONTRACTION IN THE COMING MONTHS (ENDING QT)"
X Link @stocktalkweekly 2025-10-14T16:25Z 348K followers, 66.8K engagements

"NASDAQ-100 $QQQ will announce its rebalancing this Friday December 13th. Bloomberg Intelligence expects the following changes: ADD: PALANTIR $PLTR MICROSTRATEGY $MSTR EQUINIX $EQIX AND AXON ENTERPRISE $AXON REMOVE: SUPER MICRO COMPUTER $SMCI ARM HOLDINGS $ARM MODERNA $MRNA AND ILLUMINA $ILMN"
X Link @stocktalkweekly 2024-12-10T15:54Z 347.9K followers, 245.2K engagements

"ATAI LIFE SCIENCIES $ATAI initiated at 'Outperform' at Oppenheimer with a $XX price-target: "We initiate ATAI Life Sciences (ATAI) with an Outperform rating and $XX PT. We view ATAI as leading the psychedelic revolution within neuropsychiatry which remains an under-appreciated market opportunity considering 10M patients who could benefit from alternative approaches as unmet needs persist despite available therapies. We believe Ph2b data for BPL-003 (intranasal 5-MeO-DMT) solidify a transformational approach based on rapid onset durability safety/tolerability and convenient integration into"
X Link @stocktalkweekly 2025-07-29T12:30Z 347.9K followers, 12.4K engagements

"Energy Fuels $UUUU has announced closing of its $700M convertible notes offering upsized from $550M as initial purchasers fully exercised their option to purchase an additional $100M in notes. The company purchased capped call options worth $53.5M raising the effective conversion price to $XXXXX which represents a XXX% premium over the September XX closing price. The notes mature on November X 2031. "We are pleased to announce the completion of a significant financing milestone as we capitalized on the robust market environment. This strategic capital raise strengthens our balance sheet and"
X Link @stocktalkweekly 2025-10-06T03:26Z 348K followers, 40K engagements

"@b86_bruandste It is $AMKR is my core position in that basket $PLAB is the complement. Did a Spaces today on both names you can find it on my feed"
X Link @stocktalkweekly 2025-10-08T19:58Z 347.9K followers, 1068 engagements

"@Rog_G63 @amitisinvesting @Iron_Mind001 Search: " from:stocktalkweekly $AMKR ""
X Link @stocktalkweekly 2025-10-09T00:02Z 348K followers, XXX engagements

"@donOasis1 Two of my favorite names both core positions"
X Link @stocktalkweekly 2025-10-15T22:41Z 348K followers, XXX engagements

"When I bought $NBIS under $XX no one was interested. Now at $XX everyone is. When I bought $HOOD under $XX no one was interested. Now at $XXX everyone is. When I bought $KTOS under $XX no one was interested. Now at $XX everyone is. When I bought $BE under $XX no one was interested. Now at $XX everyone is. When I bought $UUUU under $X no one was interested. Now at $XX everyone is. When I bought $CIFR under $X no one was interested. Now at $XX everyone is. When I bought Lyft $LYFT under $XX no one was interested. Now at $XX everyone is. Etc. etc. etc. We are always ahead of the herd. Pay"
X Link @stocktalkweekly 2025-09-17T15:18Z 348K followers, 1.5M engagements

"@Firefighter4547 You must be stupid. Look at the YTD charts for $LEU $UUUU 🤡"
X Link @stocktalkweekly 2025-10-10T18:42Z 347.3K followers, 1828 engagements

"@UncleAlpha007 Yeah that wasn't my point. My point was that if you're going to borrow my idea that I posted literally one hour before your post you should tag me"
X Link @stocktalkweekly 2025-10-14T17:27Z 347.9K followers, XXX engagements

"@riskoff That's a nice looking chart. I already have $HII for shipbuilding exposure but I like your thinking there"
X Link @stocktalkweekly 2025-09-11T00:34Z 347.3K followers, 2940 engagements

"*KRAFT AND HEINZ ARE NEARING A BREAKUP -- THE COMPANY COULD ANNOUNCE A SPLIT OF ITS GROCERY AND SAUCES BUSINESSES AS SOON AS NEXT WEEK -- WARREN BUFFETT BACKED THE MERGER OF THE TWO COMPANIES BACK IN 2015 $KHC"
X Link @stocktalkweekly 2025-08-29T17:20Z 347.3K followers, 22.5K engagements

"HUNTINGTON INGALLS $HII upgraded to 'Buy' (from Hold) at TD Cowen with a $XXX price-target. Analyst Gautam Khanna says margin upside is sizable and upcoming catalysts are promising: "(1) Eventual Margin Upside Is Sizable - HII's shipbuilding margin troughed at XXX% in C24 dragged by post-COVID struggles (attrition low productivity cost overruns on fixed-price contracts) that are reminiscent of the post-Katrina nadir. HII mgmt asserts that 9-10% ship margin is realistic as COVID-impacted boats drop as a % of a mix. The margin bogey is plausible perhaps by C29 given HII's post Katrina history"
X Link @stocktalkweekly 2025-07-10T12:08Z 347.2K followers, 13.2K engagements

"@pennycheck People think everything in this market is super expensive and extended. Untrue. Just a couple weeks ago stumbled upon $AMKR trading at 1x sales. Now $GXO trading at 0.5x sales (and profitable) with double digit growth. There are gems in hot themes that are still unfound"
X Link @stocktalkweekly 2025-09-25T17:48Z 347.9K followers, 3973 engagements

"*ENERGY FUELS $UUUU ANNOUNCES $XXX MILLION CONVERTIBLE NOTES OFFERING Energy Fuels Inc. (NYSE: UUUU) announced plans to offer $XXX million in convertible senior notes due 2031 through a private placement to qualified institutional buyers. The uranium and rare earth elements producer also intends to grant initial purchasers an option to buy up to an additional $XXXX million in notes within XX days of issuance. Energy Fuels plans to use net proceeds to pay for capped call transactions and provide financial flexibility for development expenditures. Specific funding targets include the Phase 2"
X Link @stocktalkweekly 2025-09-29T20:53Z 347.1K followers, 37.8K engagements

"EnerSys $ENS - Profitable undercover U.S.-based battery play trading at 1x sales and XX P/E Every other battery stock is trading at premium valuations based on hype & speculation about their technologies and the domestic battery supply theme is gaining steam with China most recently applying pressure not only in rare earths but batteries as well. EnerSys is a real business that is growing profitable and cheap. I think it also directly cross-applies to the broader 'power grid' thematic. ENS has two divisions: Energy Systems: UPS telecom/broadband power switchgear & electrical control systems"
X Link @stocktalkweekly 2025-10-13T21:04Z 348K followers, 161.5K engagements

"GALAXY DIGITAL $GLXY price-target raised to $XX (from $36) at Piper Sandler named 'Favorite Stock for Q4': "Favorite Stock Heading into 4Q; Updating our SOTP analysis on GLXY in conjunction with our 4Q favorites report. In conjunction with the Piper Sandler 2025 FSG Fourth Quarter Favorites report (published today) we are updating our model and sum-of-the-parts (SOTP) analysis for GLXY. Our PT increases from $XX to $XX which represents 15x 2027E Adj. Gross Profit (from 14x previously) and is at the midpoint of the power approval scenarios laid out in our SOTP analysis. Relative to our last"
X Link @stocktalkweekly 2025-10-01T12:17Z 347.5K followers, 36.3K engagements

"In spite of all the wild speculation there are still so many reasonably priced gems in this market with direct exposure to red-hot themes. A little bit of old-school research can do wonders when everyone is chasing the same pucks"
X Link @stocktalkweekly 2025-10-13T17:08Z 348K followers, 37.9K engagements

"GXO Logistics $GXO - An undercover robotics/automation stock - GXO Logistics is a contract logistics automation & warehousing company - Stock trades at just 0.5x sales while doing $XXXX billion in TTM revenue (up +22%) at a $XXX billion market cap - GXO designs builds and operates automated robotics-enabled warehouses & value-added logistics for blue-chip global brands like Apple Boeing Nike Nestl & Whirlpool - GXO purchases robotics hardware from partners (Locus AMRs AutoStore cube systems Geek+ robots) and integrates them with proprietary software like WMS (Blue Yonder Manhattan) and then"
X Link @stocktalkweekly 2025-09-25T17:19Z 348K followers, 95.7K engagements

"LUCID GROUP $LCID reiterated at 'Underperform' at Bank of America with a $XXXX price-target. Analyst John Murphy says the company has a very challenging road ahead: "Lucids (LCID) 2Q:25 adj. EPS of ($0.28) was worse than BofA of ($0.18) and Bloomberg consensus of ($0.22). Reported revenue of $259mm was lower than BofA of $267mm and consensus of $262mm. LCID previously announced 2Q:25 deliveries of 3309 which were slightly below our original expectations. Adj. EBITDA of ($632mm) was worse than BofA of ($617mm) and consensus of ($605mm) driven primarily by more negative gross margin than"
X Link @stocktalkweekly 2025-08-06T21:19Z 348K followers, 26K engagements

"*FED'S BARR: PROJECTING CORE PCE INFLATION TO EXCEED X% BY YEAR-END"
X Link @stocktalkweekly 2025-10-09T16:54Z 348K followers, 37.1K engagements

"@JordanSack_ @pennycheck Cheers Jordan. Glad it intrigued you. Obviously a bit more complicated story than the other rare earth plays but hard to imagine Arnold alone isn't worth at least a billion bucks in my view"
X Link @stocktalkweekly 2025-10-13T01:49Z 347.3K followers, XXX engagements

"There's just simply not enough shares of $PLPC to go around. 2.5M share free float with XX% closely held (30% insiders XX% institutions) profitable with XX% "pure play" exposure to grid + clean volume profile on the chart. Growing at 1.6x sales XX P/E holding net cash"
X Link @stocktalkweekly 2025-10-09T14:41Z 348K followers, 218.9K engagements

"*PRESIDENT TRUMP CONSIDERING $1000 - $2000 "TAXPAYER REBATE CHECKS" FUNDED BY REVENUE FROM TARIFFS"
X Link @stocktalkweekly 2025-10-02T20:41Z 347.1K followers, 135.6K engagements

"@diamondguyizzy @WOLF_Financial @WOLF_TradingX @StoryTrading @NarraInvest @WholeMarsBlog @imPenny2x @AlexFinnX It's $AMKR not $AMCR lol"
X Link @stocktalkweekly 2025-10-02T23:48Z 347.3K followers, XXX engagements

"ORMAT TECHNOLOGIES $ORA upgraded to 'Outperform' (from Neutral) at Baird with a $XXX price-target (from $87): "Upgrading to Outperform. We are incrementally positive on ORA given support of US politicians for geothermal power production/development. Recall that we initiated coverage of ORA late in Q1 with a Neutral rating and positive bias noting that the permanence of IRA incentives were a factor keeping us from Outperform. With geothermal gaining support and favorable treatment in the BBB we are becoming more constructive. Upside to long-term financial targets may stem from PPAs which are"
X Link @stocktalkweekly 2025-07-30T12:29Z 347.4K followers, 8984 engagements

"LLMs are cool but real-world AI like robots & autonomous vehicles at scale are what will assuage the market about this insane level of spend. Tangible hardware simply impresses upon people more. Current LLMs may take years to achieve AGI market needs a lollipop in the interim"
X Link @stocktalkweekly 2025-10-08T12:52Z 347.9K followers, 24.1K engagements

"@BerShimon21292 @grok You don't have to ask Grok. Search: " from:stocktalkweekly $LEU " And scroll"
X Link @stocktalkweekly 2025-10-15T22:36Z 348K followers, XX engagements

"Trump finessing TikTok U.S. for $XX billion in this market is some Louisiana Purchase type shit"
X Link @stocktalkweekly 2025-09-26T00:15Z 347.9K followers, 65.7K engagements

"Reasonably priced theme-relevant names has been my focus recently. Several in portfolio now $AMKR $PLAB $PLPC $GXO $DOCN $MTRN $HII $LYFT Don't feel need to chase or add to high-flyers as I own many of those very early with great cost basis $NBIS $KTOS $HOOD $LEU $UUUU $DPRO"
X Link @stocktalkweekly 2025-10-08T19:51Z 348K followers, 37.4K engagements

"I don't talk about XXX stocks per year like most people. That's cool I guess if you're trying to live on the screen. I discuss 10-20 high-conviction names per year. Most work some don't. Relatively low turnover. The names I keep I reiterate repeatedly. This is the way"
X Link @stocktalkweekly 2025-10-09T15:08Z 348K followers, 53.1K engagements

"@pennycheck @taobanker @arnoldmagtech Exactly. Also the stock was trading in $25s with the debt so the market had already priced debt risk to the overall entity prior to Lugano"
X Link @stocktalkweekly 2025-10-13T03:04Z 347.6K followers, 2377 engagements

"In the post below on July 11th Kratos $KTOS was $46/share I pounded the table (not selling any) and explicitly told you the stock was going to $XXX The stock is $100/share today. My $40C leaps expiring in Jan 2027 are up +1300% Were you paying attention"
X Link @stocktalkweekly 2025-10-06T13:36Z 348K followers, 51.7K engagements

"Could it be that the attempt to reshore industry is colliding with the AI/automation trend which is colliding with the inflation trend at the absolute perfect time"
X Link @stocktalkweekly 2025-10-06T20:19Z 347.9K followers, 20K engagements

"*NVIDIA CEO JENSEN HUANG CALLS FOR INCREASED SPEND ON POWER GENERATION FOR DATACENTERS"
X Link @stocktalkweekly 2025-10-08T12:37Z 348K followers, 154.8K engagements

"@CitronResearch $AMKR $PLAB $GXO"
X Link @stocktalkweekly 2025-10-03T05:02Z 348K followers, 3345 engagements

"@fredriksverdrup Thank you Fredrik"
X Link @stocktalkweekly 2025-10-15T00:12Z 347.8K followers, XXX engagements

"@UncleAlpha007 Interesting that you'd post this and not tag me. 😉"
X Link @stocktalkweekly 2025-10-14T16:56Z 348K followers, 1424 engagements

"*PRESIDENT TRUMP: STARTING NOVEMBER X WE WILL IMPOSE A XXX% TARIFF ON CHINA (IN ADDITION TO EXISTING TARIFFS) IN RESPONSE TO THEIR RARE EARTH RESTRICTIONS"
X Link @stocktalkweekly 2025-10-10T21:07Z 348K followers, 49.7K engagements

"I was not going to share this on X but since I discussed on Spaces the stock we initiated yesterday was Photronics $PLAB It will be paired in my semi supply chain re-shoring basket with core position $AMKR (initiated @ $XXXXX on Sept. X search 'from:@stocktalkweekly $AMKR')"
X Link @stocktalkweekly 2025-10-03T13:35Z 347.9K followers, 51.9K engagements

"For those who missed our Spaces last week with @pennycheck the simple $CODI thesis: - Fell from $XX to $X b/c subsidiary Lugano had accounting fraud - Subsidiary Arnold Magnetic should be rerated significantly based on uniqueness of asset & current rare-earth premium"
X Link @stocktalkweekly 2025-10-13T01:03Z 348K followers, 73.8K engagements

"*TAIWAN CONSIDERING LAW TO CLASSIFY DATACENTERS AS PUBLIC INFRASTRUCTURE IN ORDER TO UNLOCK TAX ADVANTAGES ACCESS TO GOVERNMENT FUNDS AND INCENTIVIZE INVESTMENT"
X Link @stocktalkweekly 2025-10-13T04:21Z 348K followers, 62.3K engagements

"Does consolidation get any cleaner than this Huntington Ingalls $HII weekly"
X Link @stocktalkweekly 2025-06-17T20:03Z 347.4K followers, 39.6K engagements

"Lots of people say they're buying puts / going short every time the market is hot. When the market does inevitably correct they say "Told ya" But none of them are ever net short. They own stocks. If the market doesn't correct they celebrate their long names. Clowns 🤡"
X Link @stocktalkweekly 2025-10-09T00:29Z 348K followers, 35.2K engagements

"*SOFTBANK PURCHASES ABB ROBOTICS DIVISION FOR $XXXXX BILLION USD *MASAYOSHI SON: "SOFTBANK AND ABB ROBOTICS TO COMBINE TOP TECH & TALENT FOR AI-ROBOTICS INTEGRATION""
X Link @stocktalkweekly 2025-10-08T05:39Z 348K followers, 29.4K engagements

"Back-to-back years with a +250% total portfolio return. $NBIS $AMKR $LEU $UUUU"
X Link @stocktalkweekly 2025-09-22T17:20Z 348K followers, 52.3K engagements

"President Trump said this week "Our grid is old and tired" XX SMID cap "grid" stocks to watch if theme sparks: - Preformed Line $PLPC - Power Solutions $PSIX - Ameresco $AMRC - MYR $MYRG - Powell $POWL - EnerSys $ENS - Arcosa $ACA - Itron $ITRI - Primoris $PRIM - Valmont $VMI"
X Link @stocktalkweekly 2025-10-08T18:05Z 348K followers, 188.2K engagements

"As usual this is not a popular stock that everyone is talking about"
X Link @stocktalkweekly 2025-10-13T18:44Z 348K followers, 71.7K engagements

"Two of my largest positions $LEU $UUUU both up +11% today 😂"
X Link @stocktalkweekly 2025-10-10T16:01Z 348K followers, 72.1K engagements

"Even if you zero out every single other subsidiary listed for the sake of being ultra-conservative (which is obviously unnecessary as the issue is with Lugano) there is still a legitimate argument that Arnold is worth more than $CODI entire market cap"
X Link @stocktalkweekly 2025-10-13T01:09Z 348K followers, 20.4K engagements

"@stepnotonpets Two years of plenty of that. I owned all the best names 5x lower $LEU $KTOS $NBIS I STILL own them but not adding to them here. Fresh cash going into profitable theme plays $ENS $PLPC $AMKR $PLAB $GXO $MTRN $HII $DOCN etc"
X Link @stocktalkweekly 2025-10-15T14:43Z 348K followers, 2228 engagements

"Year-to-date performance +489.03% vs. +13.73% for S&P-500 Todays outperformance thanks to $LEU $PLPC $AMKR $HLIO $DOCN $ENS No meme stocks. No day trading. Just high conviction picks in the right themes at the right times"
X Link @stocktalkweekly 2025-10-15T18:15Z 348K followers, 93.5K engagements

"*JPMORGAN CEO JAMIE DIMON: "CONSUMER ARE FINE NOW BUT RECESSION COULD HAPPEN IN 2026""
X Link @stocktalkweekly 2025-10-07T15:57Z 348K followers, 28.3K engagements

"*WHITE HOUSE OFFICIAL: WE ARE NOT CONSIDERING A STAKE IN CRITICAL METALS DESPITE REUTERS REPORTING $CRML"
X Link @stocktalkweekly 2025-10-06T15:55Z 348K followers, 53K engagements

"@lurker8679 Why does it need $XXX billion contribution of the value to "overcome" net debt Stock was trading 4x higher prior to Lugano issue with same debt story. Arnold is a unique domestic company with no real peers. Look at the peer valuations of $MP $UUUU $USAR $METC etc"
X Link @stocktalkweekly 2025-10-13T03:17Z 348K followers, 1068 engagements

"$SPY breaking below daily 21ema here Unless we recover above $XXX prior to close this breakdown opens up potential downside to $XXX - $652"
X Link @stocktalkweekly 2025-10-10T17:17Z 348K followers, 30.5K engagements

"If you read closely Howard Lutnick says "our partnership with Amkor" Wait. what partnership 😉 $AMKR"
X Link @stocktalkweekly 2025-10-06T21:37Z 347.9K followers, 45.7K engagements

"@jesse_cbt @pepemoonboy Let them know I'm the actual quant for $AMKR tho"
X Link @stocktalkweekly 2025-10-10T06:01Z 348K followers, XXX engagements

"*PRESIDENT TRUMP: WE ARE WORKING CLOSELY WITH CANADA ON THE 'GOLDEN DOME'"
X Link @stocktalkweekly 2025-10-07T16:34Z 348K followers, 45K engagements

"@Nick_E_Numbers @lawrenceabq43 Yes this is mostly the reason I've been sharing my ideas on X lately. People keep stealing and taking credit for work that takes me weeks to research. They did the same with $AMKR $PLPC etc. etc"
X Link @stocktalkweekly 2025-10-14T00:34Z 348K followers, XXX engagements

"@QualityGrowthFV I am willing to forfeit $XXXX in premium for a stock that is over $XX ITM you do you I did the same with Robinhood in January and exercised $15C and $20C That worked well"
X Link @stocktalkweekly 2025-10-13T14:14Z 347.5K followers, 1190 engagements

"Soon Amkor $AMKR will become synonymous with "TSMC Arizona" "Apple reshoring" and "Broadcom AI chips""
X Link @stocktalkweekly 2025-09-23T20:43Z 347.9K followers, 49.5K engagements

"I focus on mid-caps because they're: - More liquid and financially stable than small-caps - Higher-beta and less eyes/attention than large caps Best of both worlds. They're a sea of alpha if you study them closely and remain cognizant of the major themes in the market"
X Link @stocktalkweekly 2025-10-13T15:43Z 348K followers, 34.7K engagements

"*MOODYS SAYS XX U.S. STATES REPRESENTING ONE-THIRD OF GDP ARE ALREADY IN RECESSION OR AT HIGH RISK OF ENTERING ONE"
X Link @stocktalkweekly 2025-10-04T00:55Z 348K followers, 37.7K engagements

"ARISTA NETWORKS $ANET price-target raised to $XXX at Needham: "At its Analyst Day Arista management laid out of a compelling vision for the continued transformation of the company outlining new Cloud/AI capabilities targeting both White Box and Nvidia and new investments in Enterprise Campus which take direct aim at Cisco. We also gained strong appreciation for key new senior management hires whom we see as capable of driving the rate of change necessary to expand the company's dominant lanes. Among its new AI ecosystem partners our proprietary checks confirm that Arista became a major new"
X Link @stocktalkweekly 2025-09-16T11:17Z 347.7K followers, 18.1K engagements

"The two most powerful nations on earth are having a five-year old's "he hit me first" fight with the global economy hanging in the balance"
X Link @stocktalkweekly 2025-10-14T01:26Z 347K followers, 15.2K engagements

"*CHINA SETS DECEMBER X AS START DATE FOR NEW EXPORT CONTROLS ON RARE EARTHS *EXPORTS OF RARE EARTHS TO FOREIGN ENTITIES WILL REQUIRE DUAL-USE LICENSE & FINAL DESTINATION DISCLOSURE *EXPORTS OF RARE EARTHS WILL BE PROHIBITED FOR WEAPONS OF MASS DESTRUCTION"
X Link @stocktalkweekly 2025-10-09T01:10Z 348K followers, 160.5K engagements

"The stock has nearly tripled since I started discussing it but important to note that in an industry where most of the stocks are speculative & YEARS away from commercialization $UUUU 'White Mesa Mill' is the ONLY commercially viable rare earth separation facility in the U.S"
X Link @stocktalkweekly 2025-10-09T02:33Z 348K followers, 69.1K engagements

"$AMKR slowly. then all at once"
X Link @stocktalkweekly 2025-10-06T21:07Z 347.9K followers, 52.8K engagements

"*U.S. INVESTOR SENTIMENT DEPRESSED DESPITE ALL TIME HIGH PRICES MONEY MARKET INFLOWS HAVE OUTPACED STOCK MARKET INFLOWS OVER PAST XX MONTHS SAYS GOLDMAN SACHS"
X Link @stocktalkweekly 2025-10-05T21:30Z 347.9K followers, 35.1K engagements

"Apple and Taiwans MediaTek plan to have Taiwan Semi manufacture their newest 5G smartphone chips (A19 Pro and Dimensity 9500) at TSMC Arizona. The timing depends on when TSMC Arizona is ready. Both clients are pushing Taiwan Semi to accelerate their buildout. $TSM $AMKR"
X Link @stocktalkweekly 2025-09-22T23:27Z 347.9K followers, 23.7K engagements

"At a loss for words. Record week for the portfolio with simultaneous breakouts in $LEU $LYFT $AMKR $UUUU $DPRO +232.23% YTD vs. +13.02% for S&P-500"
X Link @stocktalkweekly 2025-09-19T20:38Z 347.1K followers, 85.6K engagements

"The Information is out with a story alleging that internal company data at Oracle shows that they are struggling to rent out Nvidia chips profitably. Oracle reportedly lost $100M renting out Nvidia Blackwell chips in the most recent quarter. $ORCL $NVDA"
X Link @stocktalkweekly 2025-10-07T15:13Z 348K followers, 49.1K engagements

"+260% in 2024 & +305% in 2025 (so far) Full portfolio transparency with all positions & weightings. Hundreds of 5-star reviews. Crystal clear alerts daily premarket streams & weekly educational workshops. No bullshit. Come beat the market with us at"
X Link @stocktalkweekly 2025-10-02T22:43Z 348K followers, 162.3K engagements

"People said I was silly for having over half my portfolio in rare metals defense and national strategic assets. Everyone is red today our stocks are soaring. All I did was listen to the President's words and pick the best stocks that fit those exposures. Not rocket science"
X Link @stocktalkweekly 2025-10-10T17:42Z 348K followers, 86.2K engagements

"LEIDOS $LDOS upgraded to 'Outperform' (from Sector Perform) at RBC Capital with a $XXX price-target (from $180): "We are upgrading shares of Leidos Holdings to Outperform from Sector Perform. Our Outperform thesis is underpinned by continued strength and execution in Leidos' Health Services business strong defense portfolio positioning and increased confidence under CEO Tom Bell and the revised strategic direction. Despite the recent strength in the stock (up XX% YTD vs X% industry average) we believe the beat-and-raise setup will persist with downside risks likely having troughed. Balance"
X Link @stocktalkweekly 2025-09-04T12:56Z 347.4K followers, 9544 engagements

"@DeNebulord If you want more context around the business search my tweets. Long since Sep. X. First person to share a real thesis on this platform. Search: ' from:stocktalkweekly $AMKR '"
X Link @stocktalkweekly 2025-10-10T06:01Z 348K followers, XXX engagements

"Today was a great day for nuclear stocks. The names with real strategic supply-chain assets were green $LEU $CCJ $UUUU and the bloated pre-revenue SMR stocks $OKLO $SMR were red. Both groups are "momentum" names. Both have skyrocketed this cycle. But they are not the same"
X Link @stocktalkweekly 2025-09-25T22:39Z 347.9K followers, 24.2K engagements

"Many of you who are listening to the "setup" bros and chasing momentum stocks that have already 5x'd this year are going to get buried alive and you will learn hard lessons about truly understanding the stocks that you own"
X Link @stocktalkweekly 2025-10-15T14:37Z 348K followers, 45.4K engagements

"Some pretty notable people commented on Amkor $AMKR groundbreaking today in Arizona including $NVDA CEO Jensen Huang $AAPL COO Sabih Khan and U.S. Commerce Secretary Howard Lutnick. Here are their full quotes: "President Trumps leadership is bringing all stages of semiconductor manufacturing back to the United States. Our partnership with Amkor will bring high volume advanced packaging to the U.S. for the first time supporting our leading AI industry capabilities and American innovation." - U.S. Secretary of Commerce Howard Lutnick "At Apple were excited to help lead the creation of an"
X Link @stocktalkweekly 2025-10-06T21:20Z 348K followers, 79.7K engagements

"Stocks up gold up crypto down"
X Link @stocktalkweekly 2025-10-15T13:56Z 348K followers, 32.2K engagements

"$DPRO one of the prettiest small-cap weekly charts on the market"
X Link @stocktalkweekly 2025-09-18T19:57Z 348K followers, 198.8K engagements

"*TRUMP ADMIN APPROVES "SEVERAL BILLION DOLLARS" OF NVIDIA CHIP EXPORTS TO UNITED ARAB EMIRATES (UAE) $NVDA"
X Link @stocktalkweekly 2025-10-09T08:30Z 348K followers, 22.6K engagements

"I don't worry about my stocks day to day or week to week. I'm a thematic investor. I find multi-month or multi-year themes study one or two companies in that theme deeply and then I just hold them. If the story changes (technically fundamentally catalytically) I'm out"
X Link @stocktalkweekly 2025-10-14T17:02Z 348K followers, 32.3K engagements

"It is extremely rare to get this combination $PLPC 1) Pure play on hot theme (the grid) 2) Extremely low float 3) Profitable 4) Reasonable valuation 5) Growing 6) Tightly held by insiders & institutions 7) Hot chart with strong volume profile"
X Link @stocktalkweekly 2025-10-09T22:35Z 348K followers, 97K engagements

"280000 views on this post on September 5th. Were you one of them Not a single soul on this platform was talking about this stock back then. A lot of people are talking about it now. the flow guys the setup guys. We were positioned already. Ahead of the herd. $AMKR"
X Link @stocktalkweekly 2025-10-07T12:11Z 348K followers, 45K engagements

"@hiteshkar $ENS is the most compelling buy in the entire group and not on the list"
X Link @stocktalkweekly 2025-10-15T13:49Z 348K followers, XXX engagements

"The reason so many people missed obvious entries on $LEU & $UUUU is because they were too focused on the balance sheets & not focused enough on the assets (or the charts). Yes there's a lot of hype in nuclear right now and the small modular reactor valuations are indeed ridiculous. But Centrus 'American Centrifuge Plant' in Piketon Ohio and Energy Fuels 'White Mesa Mill' in Utah are national strategic assets of tremendous importance in the effort to restore & renew the American nuclear supply chain. They are now and they also were a quarter ago when both stocks were 1/3rd the price and I was"
X Link @stocktalkweekly 2025-10-01T19:08Z 347.9K followers, 70.7K engagements

"Year-to-date performance: +426.94% vs. +14.89% for S&P-500 No meme stocks. No day-trading. No setup hunting or unusual flow chasing. High-conviction deeply-researched stock-picks with low turnover. Full portfolio transparency with all positions & weightings shared"
X Link @stocktalkweekly 2025-10-10T14:22Z 348K followers, 681.4K engagements

"My thesis on $AMKR & $PLAB is relatively straightforward. They are both easy concessions to make in an attempt to reshore the semiconductor supply chain with no real domestic peers. You can listen to my full thesis in this recording:"
X Link @stocktalkweekly 2025-10-03T14:32Z 348K followers, 46.7K engagements

"A new cold war is brewing. We have the global proxy conflicts already. We have the race too but this time its not in space and its not a race with Russia. Its a race with China in AI. Both sides have leverage. America has the chips China has the metals. Buckle up"
X Link @stocktalkweekly 2025-10-09T01:17Z 348K followers, 43.3K engagements

"I love all of you who have notifications on ❤"
X Link @stocktalkweekly 2025-10-14T19:07Z 348K followers, 45.3K engagements

"Over the past year my focus was on four themes: Datacenter $NBIS Nuclear $LEU Rare Earths $UUUU Defense $KTOS All those core positions have ran 3-5x (or more) Over the past month my focus has been: U.S. Semi Supply $AMKR $PLAB The Grid $PLPC Automation $GXO Less is more"
X Link @stocktalkweekly 2025-10-10T13:03Z 348K followers, 174.6K engagements

"@everytimeicash Thanks brother. It's WeBull haha. My favorite UI by far out of all brokers (used to use IBKR tried Robinhood tried ToS for a few yrs too)"
X Link @stocktalkweekly 2025-10-15T18:44Z 348K followers, XXX engagements

"@planert41 Could have just read my thesis a month ago when the stock was XX% lower and no one was talking about it 😉 $AMKR Dw tho it's just getting started"
X Link @stocktalkweekly 2025-10-06T22:35Z 347.9K followers, 1825 engagements

"@Winstonmickey1 Hahahaha appreciate you Lev saw your comment last night 😂"
X Link @stocktalkweekly 2025-10-14T20:05Z 347.6K followers, XXX engagements

"@ihatelosingg I have a community where I share my full portfolio daily livestreams and weekly workshops. I also personally answer questions/mentor our members all day pretty much. Its one big family"
X Link @stocktalkweekly 2025-10-15T18:16Z 348K followers, XXX engagements

"@danbayston Cheers my friend very kind of you to say. I know the $BB story well QNX too"
X Link @stocktalkweekly 2025-10-14T21:25Z 347.6K followers, XXX engagements

"@pennycheck @Citrini7 $GXO is a great way to play this factory automation theme IMHO"
X Link @stocktalkweekly 2025-10-13T03:19Z 348K followers, 2985 engagements

"*TRUMP WHEN ASKED IF HE WILL RETREAT ON XXX% CHINA TARIFFS SAYS "WE WILL SEE. THAT'S WHY I SET THE DEADLINE FOR NOVEMBER 1""
X Link @stocktalkweekly 2025-10-10T22:16Z 348K followers, 63.6K engagements

"$GXO looking to confirm first-ever 200-week breakout this week"
X Link @stocktalkweekly 2025-10-06T16:14Z 348K followers, 31.9K engagements

"*TRUMP ADMIN CONSIDERING STAKE IN GREENLAND RARE EARTH MINER CRITICAL METALS $CRML"
X Link @stocktalkweekly 2025-10-03T22:49Z 348K followers, 117.9K engagements

"@RobinhoodApp ADD A SOPHISTICATED WATCHLIST DESKTOP APP WHERE I CAN BUILD CUSTOM INDUSTRY-SPECIFIC WATCHLISTS AND BROWSE THEM EASILY. JUST PHOTOCOPY THE ONE WEBULL HAS. AND ADD BETTER CUSTOMIZABLE P&L TRACKING FEATURES (JUST COPY WEBULL) PLZ. I WILL MOVE ALL MY MONEY. @amitisinvesting"
X Link @stocktalkweekly 2025-10-15T18:31Z 348K followers, 2044 engagements

"*FOREIGN OWNERSHIP OF U.S. STOCKS HITS RECORD $XX TRILLION IN VALUE"
X Link @stocktalkweekly 2025-10-04T00:23Z 347.1K followers, 101.7K engagements

"@amitisinvesting You know who this is good for. $AMKR Broadcom 'Top Supplier' in 2024"
X Link @stocktalkweekly 2025-10-14T00:57Z 348K followers, 10.3K engagements

"@kingtutcap And the battery aisle"
X Link @stocktalkweekly 2025-10-14T19:12Z 347.9K followers, 1262 engagements

"@mvcinvesting $GXO $AMKR my two most recent adds. Check 'em out. Can search my tweets for my OG posts for a starting point if interested"
X Link @stocktalkweekly 2025-09-25T18:48Z 347.8K followers, 6318 engagements

"Huntington Ingalls $HII another one of my portfolio names that no one talks about. XX out of the last XX weeks green. Trump sure did a lot of talking about shipbuilding today & this remains the best pure-play out there"
X Link @stocktalkweekly 2025-09-30T21:15Z 347.9K followers, 41.8K engagements

"Just imagine what that $XX trillion investment could do for their own countries Instead theyd rather own a stake in the greatest nation on earth. America remains King 👑"
X Link @stocktalkweekly 2025-10-04T00:28Z 347.9K followers, 56.5K engagements

"New portfolio position initiated in semiconductor mid-cap stock at"
X Link @stocktalkweekly 2025-10-02T14:20Z 347.9K followers, 68.2K engagements

"$DOCN putting in the beginnings of a very nicely weekly candle now above 200-week for first time ever and 200-day breakout confirmed last week"
X Link @stocktalkweekly 2025-10-06T15:34Z 348K followers, 41K engagements

"COHERENT $COHR LUMENTUM $LITE & APPLIED OPTOELECTRONICS $AAOI have more upside says Raymond James: "We update our proprietary A.I. and Optical transceiver model for strong A.I. capex investment (see our notes 2Q25 Web Scale Capex and Oracle) better Blackwell/Accelerator shipments and the faster than expected progress from Taiwan Semiconductor on co-packaged optics (CPO) solution. Importantly our new model now incorporates scale-up CPO which massively expands our out-year estimates. Our proprietary A.I. transceiver model now forecasts $15.2B in sales in 2025 representing +56% y/y growth over"
X Link @stocktalkweekly 2025-09-16T11:17Z 347.5K followers, 15.7K engagements

"ENTERGY CORP $ETR initiated at 'Buy' at Jefferies with a $XXX price-target calling it the "clearest regulated beneficiary of hyperscaler demand": "Best-positioned AI load play with 11-15% EPS CAGR 2024-2030 faster than every utility peer. +7-11% above Street in 2028+. Trades at peer average FY28 P/E on JEFe: meaningfully undervalued. ETR is the clearest regulated beneficiary of hyperscaler demand: X GW contracted (META AMZN & potentially GOOGL) &7 GW turbines reserved giving visibility through 2031+. Vertically integrated model Gulf Coast siting & standardized CCGTs de-risk plan.""
X Link @stocktalkweekly 2025-09-04T12:57Z 347.8K followers, 11.5K engagements

"*CENTRUS ENERGY $LEU SIGNS MOU WITH KOREA HYDRO & NUCLEAR POWER $KEP AND POSCO INTERNATIONAL TO EXPAND CENTRUS' URANIUM ENRICHMENT PLANT IN OHIO Centrus Energy today signed a Memorandum of Understanding (MOU) with Korea Hydro & Nuclear Power (KHNP) and POSCO International to explore potential investment to support expansion of Centrus' uranium enrichment plant in Piketon Ohio. U.S. Secretary of Commerce Howard Lutnick and Korea's Minister of Trade Industry and Energy Kim Jung-kwan attended the signing of the agreement which is aimed at deepening U.S.-Korea cooperation on civilian nuclear"
X Link @stocktalkweekly 2025-08-25T23:35Z 347.9K followers, 52.2K engagements

"When a stock posts more volume in one quarter than its entire five-year history combined it's probably worth paying attention $DPRO"
X Link @stocktalkweekly 2025-09-26T18:13Z 348K followers, 150.2K engagements

"@Reformed_Trader With you on $CODI but not having $UUUU tagged here is wild considering they're literally the only heavy REE operation in the country ( $MP only does lights which are the not the choke). Will be scaled by Q4 2026 as opposed to MP targeting 2028"
X Link @stocktalkweekly 2025-10-11T05:18Z 348K followers, 3833 engagements