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@stocktalkweekly Avatar @stocktalkweekly Stock Talk

Several stocks are gaining attention, including $ENS, $PLPC, $AMKR, and $GXO, which are involved in themes such as battery technology, grid infrastructure, semiconductor supply chain, and warehouse automation. These companies are reportedly profitable and have growth potential, with some trading at relatively low valuations. The focus on domestic and US-based companies is also notable, with some stocks benefiting from trends like reshoring and US semiconductor production.

Engagements: XXXXXX #

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Social Influence

Social category influence cryptocurrencies #522 finance #5705 stocks #2659 countries XXXX% technology brands XXXX% social networks XXXX% currencies XXXX% fashion brands XXXX% agencies XXXX% exchanges XXXX%

Social topic influence $ens #1, $viav #1, $amkr #3, stocks #787, $plab #1, $path #10, $ktos #1, china #742, $nbis #29, ai XXXX%

Top accounts mentioned or mentioned by @amitisinvesting @samsolid57 @freshfrancois @beachtrades @stocksonspaces @l1ambellamy @joinyellowbrick @wolf_financial @stocksandtalks1 @jaguaranalytics @jhn6jun @pagayaland @zastocks @bitcontrol69 @strongisland33 @hopefulmetsfan @rgoldstein91 @wallstengine @thegresearch @cmoney365247

Top assets mentioned Ethereum Name Service (ENS) Viavi Solutions Inc. Common Stock (VIAV) Amkor Technology Inc (AMKR) UiPath, Inc. (PATH) Kratos Defense & Security Solutions, Inc. (KTOS) Nebius Group N.V. Class A Ordinary Shares (NBIS) DigitalOcean Holdings, Inc. (DOCN) Centrus Energy Corp. (LEU) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Taiwan Semiconductor (TSM) GXO Logistics, Inc. (GXO) Flits (FLS) Robinhood Markets, Inc. (HOOD) Intel Corporation (INTC) Spacemesh (SMH) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) Itron Inc (ITRI) Ameresco, Inc. (AMRC) MYR Group, Inc. (MYRG) Powell Industries Inc (POWL) Acala Token (ACA) Primoris Services Corporation (PRIM) Valmont Industries, Inc. (VMI) Uber Technologies, Inc. (UBER) Microsoft Corp. (MSFT) Lucid Group Inc (LCID) Bank of America (BAC) Embraer S.A. (ERJ)

Top Social Posts

Top posts by engagements in the last XX hours

"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 2025-10-13T21:04Z 361.1K followers, 464.1K engagements

"*PRESIDENT TRUMP SIGNS 'GENESIS MISSION' EXECUTIVE ORDER CALLING FOR THE NATION TO MAKE A COORDINATED EFFORT TO DOMINATE THE AI INDUSTRY COMPARING IT TO THE MANHATTAN PROJECT Full text of the executive order below: By the authority vested in me as President by the Constitution and the laws of the United States of America it is hereby ordered: Section X. Purpose. From the founding of our Republic scientific discovery and technological innovation have driven American progress and prosperity. Today America is in a race for global technology dominance in the development of artificial intelligence"
X Link 2025-11-24T22:31Z 361.1K followers, 304.9K engagements

"Thank you $PATH 🍻"
X Link 2025-12-04T14:47Z 361.1K followers, 18.7K engagements

"The whole team is EATING on $PATH this morning. Love to see it 🍻"
X Link 2025-12-04T15:09Z 361.1K followers, 19.3K engagements

"New position opened in industrial stock at"
X Link 2025-12-04T17:48Z 361.1K followers, 30.3K engagements

"I find it hilarious when people are skeptical of my performance. I share my portfolio with thousands of people and there is a multi-year log in Discord with all of my trades 😂 There is no debating it. The proof is in the pudding. I apologize if it embarrasses some of you"
X Link 2025-12-05T02:49Z 361.1K followers, 30.5K engagements

"*SPACEX IN TALKS FOR SHARE SALE THAT WOULD VALUE THE COMPANY AT $XXX BILLION - BLOOMBERG"
X Link 2025-12-05T19:28Z 361.1K followers, 29K engagements

"What a day. Parabolic breakout for the portfolio these past couple weeks. +589.62% vs. +12.24% for S&P-500"
X Link 2025-12-08T20:36Z 361.1K followers, 77.9K engagements

"Instead of XXX names with XXX% weighting each I run 15-20 names with conviction & close observation. Wide market-cap distribution too. X mega-caps X large-caps X mid-caps X small-cap. 85%+ in common shares naked options for leverage. Easier to manage & easier to follow"
X Link 2025-12-08T22:33Z 361.1K followers, 46.1K engagements

"@amitisinvesting We'll see you there ladies and gentlemen The first X stocks I discussed on Equity Edge with Amit were $AMKR & $PLAB + $ENS + $VIAV Those stocks have all significantly outperformed the market since"
X Link 2025-12-10T16:16Z 361.1K followers, 2171 engagements

"$NTCT $VIAV $DOCN $ENS all green in a blood bath. Were you paying attention"
X Link 2025-11-06T20:06Z 361.1K followers, 30.7K engagements

"My current top X portfolio positions by weighting: X. EnerSys $ENS (Opened @ $XXXXXX 10/13/25) X. Amkor $AMKR (Opened @ $XXXXX 9/5/25) X. Viavi $VIAV (Opened @ $XXXXX 10/24/25) All positions subject to change full XX position portfolio available at"
X Link 2025-11-23T23:21Z 361.1K followers, 51.8K engagements

"*TRUMP: I HAVE INFORMED CHINA'S PRESIDENT XI THAT THE U.S. WILL ALLOW NVIDIA TO SHIP ITS H200 PRODUCTS TO APPROVED CUSTOMERS IN CHINA -- XX% OF WILL BE PAID TO U.S. GOVERNMENT -- INTEL & AMD WILL BE OFFERED SAME OPPORTUNITY $NVDA $INTC $AMD $SMH"
X Link 2025-12-08T21:32Z 361.1K followers, 50K engagements

"I have XX positions in my portfolio currently these are the market caps: $2.4T $1.5T $122B $24B $13B $12.3B $11B $10B $5.4B $4.8B $4.5B $4.2B $1.5B $1.3B $1.1B $185M"
X Link 2025-12-09T21:11Z 361.1K followers, 127.4K engagements

"$VIAV - Viavi Solutions opened @ $XXXXX on 10/24/25 3rd largest position Breaking out of 15-yr range on X consecutive months green. Our thesis around the 1.6T specialization & synergy of Spirent acquisition is playing out. $XX calls opened prior to earnings are now up +581%"
X Link 2025-12-10T23:25Z 361.1K followers, 37.2K engagements

"@FreshFrancois Don't forget our sweet summer child $ENS"
X Link 2025-12-10T23:36Z 361.1K followers, XXX engagements

"Amkor $AMKR - Broadcom $AVGO is designing OpenAI chips - Amkor won 2024 'Best Supplier Award' from Broadcom - Amkor partnered with Taiwan Semi $TSM & Apple $AAPL to launch largest OSAT hub in the U.S. -- Apple to be first customer - Trades under 1x sales - Testing 200-week SMA"
X Link 2025-09-05T19:36Z 361.1K followers, 493.2K 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 2025-10-08T18:05Z 361.1K followers, 193.6K engagements

"Nvidia CEO Jensen Huang was just asked if we're in an AI bubble. This was his full 3-minute response:"
X Link 2025-11-19T16:34Z 361.1K followers, 1.1M engagements

"Amkor $AMKR an absolute beauty No one put this thesis in front of yall on a silver platter before we did. Ahead of the herd"
X Link 2025-12-02T17:31Z 361.1K followers, 21.1K engagements

"*NEBIUS' SUBSIDIARY AVRIDE AND UBER OFFICIALLY LAUNCH COMMERCIAL AUTONOMOUS ROBOTAXI SERVICE IN DALLAS INITIALLY COVERING NINE SQUARE MILES IN DOWNTOWN & UPTOWN $NBIS $UBER"
X Link 2025-12-03T12:51Z 361.1K followers, 35.5K engagements

"*MICROSOFT RESPONDS TO 'THE INFORMATION' REPORT: "WE DID NOT LOWER AI SALES QUOTAS" $MSFT"
X Link 2025-12-03T15:35Z 361.1K followers, 65.3K engagements

"Monumental day for me. I consolidated all my stocks into this account at the beginning of 2024. Ive been sharing my portfolio transparently since then. As of today total return since 1/1/2024: +1003.76% vs. +43.76% for S&P-500 The past two years have changed my life"
X Link 2025-12-03T18:51Z 361.1K followers, 77K engagements

"PHOTRONICS $PLAB EARNINGS REVENUE: $215.77M vs. $205.36M est. EPS: $XXXX vs. $XXXX est"
X Link 2025-12-10T12:05Z 361.1K followers, 33.9K engagements

"The $PLAB calls that many of you saw on the flow on Monday was our community. The stock is up +40% this morning. Our calls are up +500%"
X Link 2025-12-10T14:37Z 361.1K followers, 39.3K engagements

"Four stocks that I put on your radar before anyone else on this platform small account or large was talking about them $PLAB $AMKR $ENS $VIAV All four have skyrocketed since"
X Link 2025-12-10T15:28Z 361.1K followers, 31.4K engagements

"$ENS - EnerSys opened @ $XXXXXX on 10/13/25 This wasn't a Discord exclusive. Shared the full thesis on X for free (quoted post below). Has been one of the strongest stocks in the market with XX out of last XX weeks green. Dec $XXX calls are now up +487% & Mar $XXX calls +350%"
X Link 2025-12-11T00:00Z 361.1K followers, 34.8K 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 2025-08-06T21:19Z 361.1K followers, 26K 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 2025-10-01T23:49Z 361.1K followers, 77.7K 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 2025-10-02T22:43Z 361.1K followers, 308.6K engagements

"@DannyCGallo @JaguarAnalytics @jaspalsandhu24 $KTOS $ERJ are both names me and Jag both liked very early and both have dramatically outperformed. Lets see how $GXO does"
X Link 2025-10-18T01:06Z 361.1K followers, 1443 engagements

"$HLIO drop-dead gorgeous daily setup. This is the other name in my warehouse/factory automation basket with $GXO. Moving averages stacked on beautiful volume profile with price pushing into the local highs"
X Link 2025-10-23T17:51Z 361.1K followers, 22K engagements

"New position opened in SMID cap datacenter network-testing stock at"
X Link 2025-10-24T19:13Z 360.6K followers, 168.9K engagements

"Posted this note on $FLS for our members yesterday afternoon. The stock is up +33% today calls are up +1100%"
X Link 2025-10-29T17:02Z 361K followers, 22.4K engagements

"@zohmbastic Cheers my friend. Pretty insane to call $FLS yesterday and then $VIAV today back-to-back. Great stock picking requires great research and we do plenty of both"
X Link 2025-10-30T14:14Z 361.1K followers, XXX engagements

"@BuckCulbreth Wow fantastic timing to join right before $VIAV My fastest core position ever. Cheers my friend"
X Link 2025-10-31T21:10Z 361.1K followers, 1287 engagements

"@beach_trades Cheers my friend. Still took a drawdown on some legacy holdings but all the new stuff is doing very well. Check out the relative strength on $NTCT & $VIAV today :)"
X Link 2025-11-06T16:52Z 361.1K followers, XXX engagements

"Portfolio update posted at XX total positions XX core positions X thematic baskets. No new adds this week but two positions fully closed"
X Link 2025-11-07T18:33Z 361.1K followers, 22.8K engagements

"Direct quote from Nvidia $NVDA earnings call: "We will continue to work with Foxconn Wistron Amkor $AMKR and others to grow our presence in the U.S. over the next X years.""
X Link 2025-11-19T22:31Z 360.6K followers, 64.4K engagements

"*SANDISK $SNDK TO REPLACE INTERPUBLIC $IPG IN S&P-500 THIS FRIDAY NOVEMBER 28TH"
X Link 2025-11-24T22:21Z 361K followers, 25.4K engagements

"$VIAV $14C now +410% in just one month"
X Link 2025-11-26T19:06Z 361.1K followers, 26K engagements

"@Zeff_Pena Very kind of you to say that. $ENS $AMKR $VIAV are my top X positions still even though I'm up a lot on each of them. Doing my best to find high quality stocks with great thematic relevance"
X Link 2025-11-26T19:25Z 361.1K followers, XXX engagements

"$ENS $115C now +370% in just six weeks. Still my largest position"
X Link 2025-11-26T19:41Z 361.1K followers, 34.6K engagements

"KRATOS $KTOS upgraded to 'Buy' (from Neutral) at B.Riley with a $XXX price-target: "We upgrade Kratos (KTOS) from Neutral to Buy seeing XX% upside to our unchanged $XXX PT and an associated more favorable risk-reward equation for a company with ample proprietary IP enabling an array of affordable solutions. Note that KTOS shares are down XX% from when we downgraded at $XXXXXX on 10/7/25 vs. the RUT up XXX% over the same period. While we retain concerns regarding valuations in general which we believe remain less based on probable NPV of future FCF and more correlated with multiples of"
X Link 2025-12-01T13:23Z 360.6K followers, 25.9K engagements

"If your portfolio is struggling these last couple months maybe it's time to consider that you might be following the wrong people and buying the wrong stocks. Regime change is a real thing and your performance can get destroyed if you're stubborn or unwilling to rotate"
X Link 2025-12-02T16:51Z 361K followers, 54.4K engagements

"*WSTS RAISES 2026 SEMICONDUCTOR MARKET FORECAST TO $XXXXX BILLION UP +26.3% Y/Y A MAJOR REVISION FROM PRIOR FORECAST OF JUST +9.9% Y/Y GROWTH AS CHIP VOLUMES CONTINUE TO DEFY EXPECTATIONS"
X Link 2025-12-03T01:11Z 360.6K followers, 24.7K engagements

"For some additional context $NBIS $LEU $KTOS $HOOD mostly carried the front half of the year and $AMKR $ENS $VIAV mostly carried the back half of the year"
X Link 2025-12-03T04:27Z 360.6K followers, 11.9K engagements

"13 out of XX positions green today as portfolio skyrockets to new all time highs. +565.30% vs. +12.61% for S&P-500"
X Link 2025-12-04T19:01Z 361.1K followers, 53.2K engagements

"@mclain_kevin Options comprise about XX% of my total $ return this yr"
X Link 2025-12-04T20:25Z 361.1K followers, XXX engagements

"There is a big difference between ideas (which XX% of people focus on) and execution. It isnt impressive if you mentioned a stock a year ago that is higher now. A 15yr-old could do that. Its about when you bought when you sold and if you held through the volatility"
X Link 2025-12-05T01:36Z 361.1K followers, 33.6K engagements

"@thegresearch Cheers my friend. $PATH paying us nicely"
X Link 2025-12-08T20:31Z 361K followers, XXX engagements

"@L1amBellamy Probably not lol but it lets me choose between DJI SPX IXIC (Nasdaq) and I just use SPX cause portfolio is 15-20 names diversified across X themes so its probably the best fit of the X and some people also don't recognize IXIC ticker haha"
X Link 2025-12-08T22:25Z 361K followers, XXX engagements

"@Cmoney365247 I'm not a day trader or a setup trader lol this is perfectly normal"
X Link 2025-12-09T21:21Z 361.1K followers, 4609 engagements

"@R_goldstein91 Thats not at all how you should approach it. You should read my thesis in detail for each position and decide what fits your portfolio and risk tolerance"
X Link 2025-12-09T22:28Z 361.1K followers, 3676 engagements

"@StocksOnSpaces $PATH & $PLAB back-to-back"
X Link 2025-12-10T12:39Z 361.1K followers, XXX engagements

"@MitchRKiel89 It's okay Mitch Enjoy the credit 😉"
X Link 2025-12-10T15:33Z 361.1K followers, XXX engagements

"@halcyon_trades Cheers my friend"
X Link 2025-12-10T16:52Z 361.1K followers, XX engagements

"Stayed entirely net long these past few weeks very proud of how I managed the volatility. Drawdown was cushioned thanks to positions like $VIAV $ENS $DOCN $AMKR $NTCT"
X Link 2025-11-07T20:33Z 361.1K followers, 38.5K engagements

"JOBY AVIATION $JOBY initiated at 'Sell' at Goldman Sachs with a $XX price-target: "Our price target implies XX% downside versus the average total return for our coverage universe of 29%. JOBY is the oldest EVTOL manufacturer founded in 2009 relative to BETA in 2017 ACHR in 2018 and EVEX in 2020. As a result JOBY has the most heritage and has accumulated 40000+ EVTOL miles flown which we believe to be the most in the industry. JOBY appears to be in pole position among the EVTOL sector on certification but it is unclear if certification stages are linear and exactly where competitors stand."
X Link 2025-12-01T13:19Z 361.1K followers, 26.3K engagements

"Tremendous feeling for the portfolio to be back to all-time-highs headed into the end of the year. +521.93% vs. +13.18% for the S&P-500 Best year of my career thus far. XX positions. Full portfolio transparency the entire way. Stock-picking is a hard game but well worth it"
X Link 2025-12-02T15:05Z 361.1K followers, 721.7K engagements

"I cycled through 30-40 stocks in the portfolio this year yet just the X biggest contributors made up over half of my performance this year. Those X stocks were: - Amkor $AMKR - EnerSys $ENS - Nebius $NBIS - Viavi $VIAV - Centrus Energy $LEU - Kratos $KTOS - Robinhood $HOOD"
X Link 2025-12-03T04:03Z 361.1K followers, 56.9K engagements

"$SPY is red today but this is how my XX position portfolio is performing. Ahead of the herd"
X Link 2025-12-04T16:30Z 361.1K followers, 35K engagements

"If you're one of my skeptics I encourage you to take a few moments go to my page and read the last several reposts"
X Link 2025-12-05T17:34Z 361.1K followers, 23.3K engagements

"*TSMC ARIZONA HAS SENT HUNDREDS OF ENGINEERS TO TAIWAN AHEAD OF SCHEDULE TO BEGIN TRAINING ON X AND 3-NANOMETER PROCESSES ACCORDING TO NEW REPORT TONIGHT FROM TAIWAN'S 'LIBERTY TIMES' $TSM $AMKR"
X Link 2025-12-06T05:31Z 361.1K followers, 43.7K engagements

"*SPACEX CONSIDERING 2026 IPO AT $XXX TRILLION VALUATION"
X Link 2025-12-09T20:38Z 361.1K followers, 159K engagements

"*KALSHI PREDICTION MARKETS SHOWING XX% CHANCE OF A CUT AT TOMORROWS FOMC UP FROM XX% JUST TWO WEEKS AGO"
X Link 2025-12-09T23:30Z 361.1K followers, 19.8K engagements

"Not a single account or service on this platform no substacks Discords or X subs are providing the consistent level of alpha + transparency that we are. Period. $PLAB $AMKR $ENS $VIAV $OSS $DOCN $HII $PATH $PLPC $NBIS $KTOS $LEU etc. +612.66% vs. +13.17% for S&P-500"
X Link 2025-12-10T17:09Z 361.1K followers, 74.1K engagements

"New position opened in space & satellite stock at"
X Link 2025-12-10T18:23Z 361.1K followers, 43.6K engagements

"*PRESIDENT TRUMP ON VENEZUELA: "IT'S GOING TO BE STARTING ON LAND PRETTY SOON""
X Link 2025-12-11T23:23Z 361.1K followers, 16.2K engagements