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@stocktalkweekly "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"
@stocktalkweekly Avatar @stocktalkweekly on X 2024-12-14 01:03:18 UTC 322.4K followers, 192.5K engagements

"*ANDURIL CEO PALMER LUCKEY: WE ARE DEFINITELY GOING TO BE A PUBLICLY-TRADED COMPANY"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-06-10 22:36:10 UTC 322.3K followers, 468.7K engagements

"Lots of market-leading stocks sold into their daily 21emas today. They either bounce into end of week to stick-save the price-action or we get a bloodbath of simultaneous breakdowns"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-29 21:10:09 UTC 322.4K followers, 27.6K engagements

"@zohmbastic Yes some of the stronger ones into 9ema instead of XX i.e. $KTOS $JOBY too"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-29 21:20:55 UTC 322.4K followers, 1303 engagements

"*SUBJECT TO REGULATORY APPROVALS WE WILL HAVE AUTONOMOUS RIDE-HAILING FOR HALF THE POPULATION OF THE U.S. BY THE END OF THE YEAR - ELON MUSK ON TESLA EARNINGS CALL"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-23 21:33:35 UTC 322.4K followers, 31.5K engagements

"ADVANCED MICRO DEVICES $AMD price-target raised to $XXX (from $175) at Bank of America ahead of next week's earnings: "AMD reports Tuesday Aug-5 after market close. Read-throughs point to: 1) potential (yet unconfirmed) China AI shipment resumption in 2H $0.7-$1bn added to CY25 AI GPUs $1.5-$2bn to CY26; 2) stronger than expected pricing for its current-gen MI355X ($20K+ vs. $17K cons); 3) continued strong demand for AI/GPU (cloud capex rising); 4) easier 2H PC unit comps given AMDs recent PC strength was mostly ASP driven rather than units; 5) while AMD 2H PC already well below seasonal by"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-29 11:37:21 UTC 322.4K followers, 13.9K engagements

"AMAZON $AMZN price-target raised to $XXX (from $225) at Morgan Stanley while maintaining an 'Overweight' rating. Analyst Brian Nowak is raising his outlook in light of softer China tariffs: "Raise '26/'27 EPS by 9%/6% for lower tariffs as $X of '26 EPS returns as base case. Anthropic Azure's GenAI and non GenAI strength as supply eased and CIO survey give us more conviction in AWS acceleration ahead. Raise PT to $XXX (35% upside) and $XXX bull case (60% upside). AMZN still top pick More Manageable Tariff and Geopolitical Backdrop = Re-Raising '26 EPS to $8.The macro backdrop has significantly"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-11 12:23:15 UTC 322.2K followers, 16.8K engagements

"OSCAR HEALTH $OSCR price-target lowered to $X (from $12) at Jefferies while maintaining an 'Underperform' rating. Analyst David Windley says $OSCR likely made the same mistakes as $CNC which gapped down -XX% this past week. "In Exhibit X we apply CNC's risk adjustment (RA) "miss" to OSCR and MOH. OSCR is most at risk as a HIX pure play and XX% of premiums from states where risk pool shifts should be most dramatic (FFM + non-expansion) and therefore estimating RA elements is most complicated. If OSCR experiences the same impact as CNC PY25 RA payable needs to increase $880M (JEFe). Caveat:"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-10 12:25:16 UTC 322.3K followers, 81.3K engagements

"*NIVIDA H20 STOCKPILE WILL NOT BE SUFFICIENT TO MEET CHINA'S ACCELERATING DEMAND FOR A.I. COMPUTE - JEFFERIES"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-28 11:59:29 UTC 322.4K followers, 16.1K engagements

"HUT X MINING $HUT price-target raised to $XX (from $15) at BTIG: "With HUT's American BTC subsidiary inching closer to their all-stock merger (expected to close this quarter) with Gryphon the focus is now on securing HUT's first major HPC contract at their XXX MW (200 MW IT load) River Bend site in Louisiana. As a reminder following the carve out HUT now hosts ABTC's mining rigs and collects colocation management and shared service (think back office functions) fees from ABTC. This new structure should provide HUT a more predictable revenue stream while still providing some BTC mining"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-29 12:30:54 UTC 322.4K followers, 10.5K engagements

"*8.7 MAGNITUDE EARTHQUAKE HITS RUSSIAN COAST -- LARGEST EARTHQUAKE RECORDED IN OVER A DECADE (SINCE 2011 JAPANESE TOHOKU EARTHQUAKE)"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-30 00:33:38 UTC 322.4K followers, 29.5K 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"
@stocktalkweekly Avatar @stocktalkweekly on X 2024-12-10 15:54:28 UTC 322.4K followers, 245.1K engagements

"If you could only hold one stock for the next XX years but it CAN'T be one of the Magnificent X which stock would you pick"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-06-15 20:15:03 UTC 322.3K followers, 270.3K engagements

"*WHITE HOUSE ANNOUNCES "A.I. ACTION PLAN" TO PROMOTE RAPID BUILDOUT OF DATACENTERS -- PRESIDENT WILL TAKE MORE THAN XX FEDERAL POLICY ACTIONS TO REMOVE A.I. REGULATIONS"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-23 14:32:04 UTC 322.4K followers, 115.1K engagements

"Top X stocks driving my performance this year with my cost-basis on common shares: Robinhood $HOOD - $XXXXX Centrus Energy $LEU - $XXXXX Nebius $NBIS - $XXXXX Kratos $KTOS - $XXXXX AST Spacemobile $ASTS - $XXXXX Cipher Mining $CIFR - $XXXX All completely different industries"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-12 00:52:27 UTC 322.4K followers, 46.7K engagements

"Tag a furu below who preaches a lot but never shares their personal performance. Lets call out the charlatans"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-15 15:01:05 UTC 322.2K followers, 95.3K engagements

"*PAM BONDI TOLD PRESIDENT TRUMP IN MAY THAT HIS NAME WAS IN THE EPSTEIN FILES ACCORDING TO THE WALL STREET JOURNAL"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-23 19:16:55 UTC 322.4K followers, 28.9K engagements

"*SAMSUNG SECURES $XXXX BILLION DEAL TO PRODUCE CHIPS FOR TESLA *SAMSUNG CONFIRMED THE DEAL WITH AN "UNIDENTIFIED CLIENT" -- BLOOMBERG SAYS THAT CLIENT IS TESLA"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-28 02:37:30 UTC 322.4K followers, 43.4K 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"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-29 12:30:46 UTC 322.4K followers, 11.5K engagements

"@1ChartMaster $INDI XX% higher in a jiffy"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-16 23:50:15 UTC 322.3K followers, XXX engagements

"STRATEGY $MSTR price-target raised to $XXX at Cantor Fitzgerald. Analyst Brett Knoblauch says Saylor's Strategy is highly likely to be one of the largest companies in the world with X million Bitcoins worth $X million each: "MSTR created the segment and it has a Bitcoin stack that is unlikely to ever be matched by another entity. Assuming MSTR acquires $20bn worth of BTC a year this puts MSTR on track to reach 1m BTC in just over three years and that assumes BTC compounds at a XX% CAGR. The sheer size of MSTR's BTC stack combined with capital markets innovation makes MSTR a must-own name in"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-28 11:44:21 UTC 322.4K followers, 38.4K engagements

"WALL ST. COMMENTS ON TESLA $TSLA EARNINGS PIPER SANDLER - 'OVERWEIGHT' - $XXX PT: "We remain Overweight following today's Q2 results. TSLA is indicated lower by X% in after-hours trading but we're not sure why (we would welcome any theories). Yes there's no "traditional" valuation support at this level but that was the case before the call. So what changed The financials were solid so that's not the issue. Perhaps people are misinterpreting Elon Musk's comment that a coming new product will look exactly like Model Y. We can see how that might be disappointing but in the context of FSD we"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-24 12:11:58 UTC 322.3K followers, 22.5K engagements

"*UBER AND LUCID MOTORS ANNOUNCE NEXT-GEN ROBOTAXI PROGRAM EXCLUSIVELY FOR UBER PLATFORM -- UBER TO INVEST $300M $UBER $LCID"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-17 12:34:07 UTC 322.4K followers, 281.9K engagements

"Opened a position in Warby Parker $WRBY this morning. Daily chart consolidating nicely after the Google AI glasses partnership. Using 200-day as stop"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-05-29 21:29:35 UTC 322.3K followers, 98.7K engagements

"OSCAR HEALTH $OSCR downgraded to 'Neutral' (from Outperform) at Baird price-target slashed in half to $XX (from $28): "Given the recent pre-announced 2Q and 2025G revision (see here) we are increasingly cautious into 2026. While we like the management team track record of execution and long-term story the difficulty is a broader end-market issue with the ACA Exchange Marketplace rather than a company-specific operating issue. Due to the zero-sum nature of ACA risk adjustment and ACA risk adjustment being based on current year diagnoses there is significant complexity in projecting risk"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-25 12:05:21 UTC 322.4K followers, 15.2K engagements

"FACEBOOK $META EARNINGS EPS: $XXXX vs. $XXXX est. REVENUE: $47.5B vs. $44.8B est"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-30 20:07:05 UTC 322.4K followers, 17K engagements

"*AST SPACEMOBILE $ASTS ANNOUNCES $500M CONVERTIBLE NOTES OFFERING"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-24 20:07:09 UTC 322.4K followers, 73.5K engagements

"*PRESIDENT TRUMP: WE ARE NEARING TRADE DEAL WITH CHINA"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-25 13:27:49 UTC 322.4K followers, 52K engagements

"PSA: JPEGs of rocks are selling for hundreds of thousands of dollars again"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-24 23:21:55 UTC 322.4K followers, 26.2K engagements

"GALAXY DIGITAL $GLXY initiated at 'Buy' at Jefferies with a $XX price-target: Analyst Jonathan Petersen calls it a dual-exposure to data-center theme and GENIUS Act with digital assets: "GLXY is uniquely positioned to capture upside from a more favorable regulatory backdrop for crypto and the growing demand for AI data centers. The CRWV lease at Helios was a transformational deal for GLXY requiring a reconsideration of the value of that site. Similarly the passage of the GENIUS Act provides favorable market structure for GLXY's Digital Assets business and re-rates its value. We initiate with"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-23 11:59:06 UTC 322.4K followers, 21.6K engagements

"META PLATFORMS $META price-target raised to $XXX (from $700) at TD Cowen. Analyst John Blackledge says Q2 2025 ad check showed accelerating growth: "We forecast 2Q total revenue of $45.4BN +16.1% y/y XXX% above consensus est. and vs mgmt guide of $42.5BN-$45.5BN. We estimate reported adv. revenue of $44.5BN +16.1% y/y vs. +16.2% y/y in 1Q25. We expect opex grows XXXX% y/y in 2Q25 driven in part by headcount growth cont'd AI investments and rising D&A expense. We estimate 2Q Op Inc of $17.9BN +20.7% y/y XXX% above consensus and implying an Op Inc margin of XXXX% vs. XXXX% in 2Q24. We forecast"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-09 12:06:25 UTC 322.3K followers, 14.7K engagements

"If you are a trader of any kind day trader swing trader doesnt matter you should be planting seeds in great stocks with great cost basis along your journey. Thats where the real money is made: compounded returns from long-term winners. Not in the scalps or the homeruns"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-18 19:57:01 UTC 322.4K followers, 21.4K engagements

"Huntington Ingalls beautiful break out of this consolidation now $250+ $HII"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-02 15:45:49 UTC 322.3K followers, 20.1K engagements

"*ANTHROPIC IN TALKS TO DOUBLE ITS VALUATION TO $XXX BILLION WITH INVESTMENT FROM MIDDLE EAST FUNDS"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-25 18:59:34 UTC 322.4K followers, 30K engagements

"Just saw headline this is full text: AST SpaceMobile Inc. (NASDAQ: ASTS) announced plans to offer $XXX million in convertible senior notes due 2032 through a private placement to qualified institutional buyers. The company also intends to grant initial purchasers an option to purchase up to an additional $XX million in notes within XX days of issuance. The notes will be senior unsecured obligations that accrue interest payable semiannually and mature on October XX 2032 unless converted redeemed or repurchased earlier. The notes will be convertible into cash shares of the company's Class A"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-24 20:08:26 UTC 322.2K followers, 4504 engagements

"*MARKET PRICING ODDS FOR RATE CUT AT TOMORROW'S FED MEETING AT JUST 2.6%"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-29 22:22:25 UTC 322.4K followers, 24.1K engagements

"*ANTHROPIC CEO: AI COULD WIPE OUT HALF OF ALL ENTRY-LEVEL WHITE COLLAR JOBS AND SPIKE UNEMPLOYMENT TO 10-20% WITHIN THE NEXT FIVE YEARS. GOVERNMENTS AND COMPANIES NEED TO STOP SUGAR-COATING WHAT THEY KNOW IS COMING"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-05-28 12:21:00 UTC 322.3K followers, 1.8M engagements

"*GOOGLE $GOOGL EARNINGS EPS: $XXXX vs. $XXXX est. REVENUE: $96.4B vs. $93.7B est"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-23 20:04:02 UTC 322.3K followers, 23.8K engagements

"*TESLA HAS REACHED OUT TO ARIZONA DEPARTMENT OF TRANSPORTATION REGARDING CERTIFICATION OF ROBOTAXIS $TSLA - BLOOMBERG"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-10 17:34:53 UTC 322.4K followers, 169K engagements

"Our current mid-cap defense basket Kratos $KTOS Mercury Systems $MRCY and Huntington Ingalls $HII performed beautifully today in a volatile market"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-06-17 19:50:56 UTC 322.3K followers, 22.2K engagements

"*PRESIDENT TRUMP ANNOUNCES TRADE DEAL WITH JAPAN -- JAPAN WILL INVEST $XXX BILLION INTO UNITED STATES AND THEIR TARIFF RATE WILL BE REDUCED TO 15%"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-22 23:16:59 UTC 322.4K followers, 68.7K engagements

"Does consolidation get any cleaner than this Huntington Ingalls $HII weekly"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-06-17 20:03:18 UTC 322.3K followers, 39.4K engagements

"Listen to this short X minute clip from our Spaces just yesterday where I discussed Materion $MTRN which is up +10% today"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-30 17:16:02 UTC 322.4K followers, 8942 engagements

"*TESLA IS NOT ALLOWED TO TEST OR TRANSPORT THE PUBLIC PAID OR UNPAID IN AN AUTONOMOUS VEHICLE WITH OR WITHOUT A DRIVER. TESLA WILL ONLY OFFER CHARTERED TRANSPORT FOR EMPLOYEES FRIENDS FAMILY AND SELECT PUBLIC GUESTS - CALIFORNIA TRANSPORTATION REGULATOR"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-25 19:28:47 UTC 322.4K followers, 187.2K engagements

"This image of Trump and Powell wearing hard hats is so funny for some reason 😂"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-24 20:16:53 UTC 322.4K followers, 164.4K engagements

"RIOT PLATFORMS $RIOT price-target raised to $XX (from $12) at Needham while maintaining a Buy rating. Analyst John Todaro says Riot's Corsicana site is one of the most attractive HPC sites in their universe of coverage: "We believe Riot's Corsicana site is one of the most attractive HPC sites in our universe. In recent checks with neo-cloud operators we learned that more than half of demand is for inference workloads (and growing) which mostly require sub 5ms rd trip latency to the nearest major city. Corsicana is the largest site in our universe that can support these workloads (1GW total;"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-06-17 12:59:48 UTC 322.3K followers, 20.5K engagements

"Ever wish the NFL was a publicly traded company Me too. In my view the closest way to get exposure to the NFL on the public markets currently is Genius Sports $GENI Genius for those unfamiliar is a sports-betting data provider in an industry that is essentially a duopoly between them and Sportradar $SRAD. Yesterday Genius Sports secured an (early) extension of their exclusive data distribution deal with the NFL for real-time stats & sports-betting data thru 2029. The company is a sub $XXX billion market cap doing $575M in annualized revenue based on Q1 '25 ($702M if you annualize Q4 '24)"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-06-12 14:02:57 UTC 322.3K followers, 255.9K engagements

"Currently $GSRT is trading at $XXXXX. The NAV (net asset value) of the SPAC is $XXXXX. That means your maximum risk is roughly -X% The merger target is a small modular reactor (SMR) company called 'Terra Innovatum' Other pre-revenue pure-plays on SMRs are currently trading at premium valuations: $SMR - $XX billion $OKLO - $XXX billion $NNE - $XXX billion The market cap at NAV for $GSRT is $XXX million. The images below show a commercialization comparison between Terra Innovatum and the various other SMR pure-plays. Also $GSRT ticker after merger completion will be $NKLR -- which for what its"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-05-29 13:29:16 UTC 322.4K followers, 229K engagements

"*FEDERAL RESERVE VOTES TO KEEP INTEREST RATES UNCHANGED *BOWMAN AND WALLER DISSENTED IN FAVOR OF A CUT *FED BOARD VOTE WAS 9-2 IN FAVOR OF NO CUT"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-30 18:01:00 UTC 322.4K followers, 22.2K 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"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-10 12:08:41 UTC 322.3K followers, 13.1K engagements

"PALANTIR $PLTR price-target raised to $XXX (from $155) at Loop Capital. while maintaining a 'Buy' rating: "Based on our checks we expect PLTR to deliver another beat and raise with revenue outperformance in line with or exceeding the 5-quarter average upside of XXX% above the midpoint of guidance. Additionally we anticipate guidance to increase beyond the past four-quarter average of 2.3%. The hard part is to guess whether that will be enough to satisfy investors who have pushed the stock straight up and to the right rising XXX% ytd and XX% since the 1Q earnings release which is the kind of"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-30 12:46:07 UTC 322.4K followers, 13.2K engagements

"*OPENAI PREPARING TO RELEASE 'CHAT GPT-5' IN EARLY AUGUST ACCORDING TO THE VERGE"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-24 16:05:03 UTC 322.3K followers, 16.4K engagements

"*TESLA $TSLA EARNINGS EPS: $XXXX vs. $XXXX est. REVENUE: $22.50B vs. $22.64B est"
@stocktalkweekly Avatar @stocktalkweekly on X 2025-07-23 20:15:23 UTC 322.3K followers, 20K engagements