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@ConnorJBates_ "$AVGO Broadcomm OpenAI to deploy XX gigawatts of custom AI accelerators"
X Link @ConnorJBates_ 2025-10-13T13:09Z 42.1K followers, 7765 engagements

"Current Leading Themes & Stocks Many stocks/groups extended but this is a broad list of all the stocks in play worth watching. Aerospace/Defense - $KRMN $AVAV $ONDS $KTOS $RKLB $ASTS Quantum Computing - $IONQ $QBTS $RGTI $QUBT Computer Data Storage - $MU $STX $BLZE $PSTG $WDC Robotics - $TSLA $SYM $RR $PDYN Miners - Data Center - $IREN $RIOT $APLD $CIFR $HUT $HIVE $WULF $CLSK $BKKT Semiconductors - $ALAB $CRDO $RMBS $AVGO $NVDA $ASML $LRCX $KLAC $ACMR $AMAT $TSM $INTC Crypto - $ETHA $IBIT $SOLT $XXRP $BMNR $SBET Alternative Energy - BE NNE OKLO LEU LTBR PSIX SMR Software - APP SOUN MDB ORCL U"
X Link @ConnorJBates_ 2025-09-28T22:02Z 42K followers, 46.8K engagements

"If history is a guide the current bull market could have a lot further to run. Source: Macrobond"
X Link @ConnorJBates_ 2025-10-12T14:54Z 42.1K followers, 14.1K engagements

"$BE $BAM Bloom Energy (BE) and Brookfield (BAM) announced a $5B partnership to implement a reimagined future for AI infrastructure"
X Link @ConnorJBates_ 2025-10-13T12:10Z 42.1K followers, 6478 engagements

"$NAMO Nasdaq McClellan Oscillator closed at -XX on Friday"
X Link @ConnorJBates_ 2025-10-12T12:59Z 42.1K followers, 8226 engagements

"$IONQ IonQ prices a $XXX billion equity offering consisting of 16500000 shares of IonQs common stock each at $XX per share"
X Link @ConnorJBates_ 2025-10-10T12:56Z 42K followers, 6869 engagements

"$ONDS $CIFR $AMPX $ACHR"
X Link @ConnorJBates_ 2025-10-05T21:03Z 41.5K followers, XXX engagements

"Possible for the AI frenzy to get even more crazy Nasdaq now compared to 1999. Source: LSEG Workspace"
X Link @ConnorJBates_ 2025-10-08T20:07Z 41.9K followers, 24.7K engagements

"$BMNR Long Signal "Kerrisdale Capital out with a cautious/short report on BMNR""
X Link @ConnorJBates_ 2025-10-08T14:03Z 42.1K followers, 26.9K engagements

"Data Center Power Demand "After being flat for 2015-19 we have seen data center power demand accelerate in 2021-23 and expect a XXX% increase through the rest of the decade." Source: Goldman"
X Link @ConnorJBates_ 2025-10-15T11:23Z 42.1K followers, 2371 engagements

"$IREN IREN Limited announces its intention to offer $XXX mln of convertible senior notes due 2031"
X Link @ConnorJBates_ 2025-10-07T20:09Z 41.7K followers, 6515 engagements

"Chart of the Day - Ferrari $RACE Down XX% on massive volume"
X Link @ConnorJBates_ 2025-10-09T17:48Z 41.7K followers, 11.6K engagements

"Wild day in the markets on Friday X. Single largest Crypto liquidation event in history #BTC Intraday correction of 15%+ #ETH XX% ++ intraday correction #XRP Plunged 42%+ Intraday X. Nasdaq post single worst day performance since April X. VIX back above XX. Expect volatility to increase potentially. X. Fear & Greed Index plunged to XX. For reference this hit X at the April low. X. Put/Call Ratio at the lows What does this tell us There is a ton of leverage right now. - Record retail call volumes - Speculative growth names with zero revenue being touted as the next AAPL/AMZN - U.S & China"
X Link @ConnorJBates_ 2025-10-11T13:01Z 42.1K followers, 35.9K engagements

"Equity positioning is overweight but not yet stretched Source: Deutsche Bank"
X Link @ConnorJBates_ 2025-10-06T13:15Z 41.9K followers, 4711 engagements

"$IWM Couple ways to look at this chart Potential triple top with a big reversal off 2021/2024 highs. Or Well deserved pull-back after a XX% move from the April low. Big cup base and I could see this start to form a handle before trying to breakout in the coming weeks"
X Link @ConnorJBates_ 2025-10-11T13:23Z 42.1K followers, 10.4K engagements

"Stocks are flying left and right and easy to get FOMO Stay disciplined and focus only on the stocks that meet your criteria. Less is more when youre locked in on the elite names. Concentration Diversification Quality Names Random Tickers X. Strong group/sector X. Clear macro tailwinds X. Catalyst X. Strong Chart X. Not extended"
X Link @ConnorJBates_ 2025-10-10T00:32Z 41.7K followers, 17.2K engagements

"$OKLO Another high beta "speculative" growth stock flagging at the highs. Not really showing any signs that it wants to top yet"
X Link @ConnorJBates_ 2025-10-09T22:14Z 42.1K followers, 9674 engagements

"$PLUG $HIVE $GRAL $MU"
X Link @ConnorJBates_ 2025-10-15T00:16Z 42.1K followers, 1431 engagements

"$VIX +25% & Over 20"
X Link @ConnorJBates_ 2025-10-10T17:32Z 41.4K followers, 10.1K engagements

"$AMZN +32% the past X years vs. $QQQ +107% the past X years Imagine the pain of being an AMZN shareholder"
X Link @ConnorJBates_ 2025-10-14T21:02Z 42.1K followers, 196.2K engagements

"$MDY S&P Mid Cap XXX ETF continues to struggle trading below 2024 highs and loosing the 21-DMA today"
X Link @ConnorJBates_ 2025-10-07T19:59Z 41.4K followers, 5589 engagements

"$CRCL Right now reminds me of $CRWV at $XX dollars $CRWV 4/23-4/30 vs $CRCL Current"
X Link @ConnorJBates_ 2025-10-09T23:25Z 42K followers, 36K engagements

"Classic. JUST IN: BlackRock bought 45000 BTC worth $X Billion at average price of $105000 during the flash crash"
X Link @ConnorJBates_ 2025-10-11T14:50Z 42.1K followers, 165.8K engagements

"2x Single Stock ETFs are the New IPO Market $NVDA - NVDL $TSLA - TSLL $CRWV - CWVX $BABA - BABX $OKLO - OKLL $RGTI - RGTX $HOOD - ROBN $RDDT - RDTL $SOUN - SOUX $QBTS - QBTX $IONQ - IONX $COIN - CONL $RIOT - RIOX $PLTR - PTIR $TEM - TEMT $SOFI - SOFX $SMCI - SMCX $RKLB - RKLX $MSTR - MSTU $UNH - UNHG $AMD - AMDL $HIMS - HIMZ $ASTS - ASTX $GEV - GEVX $MARA - MRAL $CLSK - CLSX $CEG - CEGX $GLXY - GLXU $CRCL - CRCA What happens when we enter a bear market"
X Link @ConnorJBates_ 2025-09-23T01:01Z 42K followers, 40.7K engagements

"Retail Mania Retail investors have bought over $100bn of US equities over the last month on QDS estimates based on public data the largest 1-month buy on record. Source: MS"
X Link @ConnorJBates_ 2025-10-08T12:59Z 42.1K followers, 23.4K engagements

"The power of a theme & story in a bull market. $OKLO +1645% in the past year Oklo does not have any revenue"
X Link @ConnorJBates_ 2025-10-14T16:02Z 42.1K followers, 35.1K engagements

"@Qullamaggie "Space" related stocks have been very strong as well. $BKSY $ASTS $PL & $RKLB had a perfect breakout the other week"
X Link @ConnorJBates_ 2025-10-09T15:05Z 42.1K followers, 4094 engagements

"It's a very interesting dynamic. Names like $RGTI $IONQ $QBTS $OKLO $LEU $BE $RKLB $EOSE $CIFR $IREN $AMD $SNDK $MP $SYM $AVAV $KTOS $ONDS $UUUU $TSM $AMAT $HUT $METC $ORCL $GEV $HOOD $INTC $MU are all trading at the highs. That's a broad list of speculative large caps & various other thematic leaders. Who's lying On balance there are still a lot more names breaking out/consolidating at highs versus breaking down"
X Link @ConnorJBates_ 2025-10-15T12:05Z 42.1K followers, 3388 engagements

"Markets moves fast these days. Markets went from very overbought to oversold in no time. RSI on SOXX Nasdaq & SPX"
X Link @ConnorJBates_ 2025-10-11T13:27Z 41.8K followers, 9097 engagements

"$GEV GE Vernova beats by $XXXX beats on revs; guides FY25 revs toward higher end of guidance. Reports Q2 (Jun) earnings of $XXXX per share $XXXX better than the FactSet Consensus of $1.51; revenues rose XXXX% year/year to $XXXX bln vs the $XXXX bln FactSet Consensus. GE Vernova is raising its 2025 financial guidance and now expects revenue to trend towards the higher end of $36-$37 billion Co sees adjusted EBITDA margin of 8%-9% raising the low end of the previous guidance of high-single digits Co sees free cash flow of $3.0-$3.5 billion up from $2.0-$2.5 billion"
X Link @ConnorJBates_ 2025-07-23T11:14Z 41.5K followers, 6994 engagements

"$TSM Taiwan Semiconductor Manufacturing reports September revs increased XXXX% yr/yr"
X Link @ConnorJBates_ 2025-10-09T10:26Z 41.9K followers, 10.5K engagements

"Meme Stocks Stocks that are heavily mentioned on social media and have high retail buying as well as high hedge fund shorting. $ONDS $QUBT $IREN $LAC $MU $CRWV $NEXT $HOOD $SNAP $ASTS $TD $RGTI $BLSH $RDDT $APLD $BITF $AMD $CRCL $BROS $META Source: JPM"
X Link @ConnorJBates_ 2025-10-10T11:30Z 42.1K followers, 19.1K engagements

"Another day of pain for Quantum shorts $IONQ +7% $QBTS +11% $RGTI +5%"
X Link @ConnorJBates_ 2025-10-06T18:01Z 41.3K followers, 19.6K engagements

"NYSE XX% Down Day NASDAQ XX% Down Day"
X Link @ConnorJBates_ 2025-10-10T18:44Z 41.6K followers, 12.4K engagements

"Chart that will blow your mind Nasdaq Composite % of stocks above the 200-DMA - Only XXXXX% of Nasdaq Composite stocks are trading above the 200-DMA. - Still below 2023/2024 Peaks - In February of 2021 this hit 81%"
X Link @ConnorJBates_ 2025-10-09T21:42Z 42.1K followers, 30.4K engagements

"Big bases in many of the Cyber Security stocks $ZS $CRWD $RBRK $PANW"
X Link @ConnorJBates_ 2025-10-08T15:59Z 42.1K followers, 13.1K engagements

"$SOXX Semiconductor ETF with the biggest sell volume of the year"
X Link @ConnorJBates_ 2025-10-11T13:50Z 42.1K followers, 12.1K engagements

"Some very nice looking charts in Energy $VLO $MPC"
X Link @ConnorJBates_ 2025-09-25T21:12Z 42.1K followers, 8383 engagements

"Retail investors were buyers of stocks on Friday Buying appeared to be at a normal pace despite the unusual decline in equities. This shows that retail investors were not a driver of the declines. Source: GS"
X Link @ConnorJBates_ 2025-10-13T15:03Z 42K followers, 8645 engagements

"Greed hurts; leverage kills. Its not how much you make in the markets but what you keep. Let this move in crypto be a reminder that every single day we have to be a risk manager first and foremost"
X Link @ConnorJBates_ 2025-10-11T14:43Z 42.1K followers, 12K engagements

"$GEV GE Vernova price target raised to $XXX from $XXX at Susquehanna"
X Link @ConnorJBates_ 2025-07-21T12:19Z 41.4K followers, 4400 engagements

"$ITB Homebuilders still acting as one of the best sectors right now $NAIL $DHI $LEN $KBH $TOL"
X Link @ConnorJBates_ 2025-09-03T21:58Z 42.1K followers, 11.2K engagements

"$BKSY $AMPX $AMD $NTLA"
X Link @ConnorJBates_ 2025-10-15T00:16Z 42.1K followers, 1423 engagements

"Speculative themes are starting to get extremely euphoric and extended. Quantum Nuclear Batteries Rare Earth Etc++ you name it"
X Link @ConnorJBates_ 2025-10-13T20:53Z 42.1K followers, 34K engagements

"Top Ranked RS Stocks in the Market Right Now When these start to break down it may be time to get defensive. $IREN $NBIS $BE $SNDK $ASTS $OKLO $BMNR $KTOS $SYM $WDC $RKLB $ALAB $AVAV $MP $STX $CLS $MU $AMD $SOFI $CRWV $ONDS $OPEN $QURE $RGTI $LEU $QBTS $PL $CIFR $METC $UUUU $EOSE $QS $PLUG $BTU $QUBT $TSLA $BKKT $SLDP $INOD $CLSK $PLTR $LITE $CIEN $VRT $GLW $BWXT $BABA $BIDU $MDB"
X Link @ConnorJBates_ 2025-10-07T22:32Z 42.1K followers, 14.7K engagements

"133 Days & Still Counting "We havent had a X% sell-off for XXX days which is at the XX% percentile of occurrences since WWII. So its unusual to go this long without one. In terms of a X% sell-off were currently only at the 79thpercentile (also XXX days) so a relatively long period but not extreme." Source: DB"
X Link @ConnorJBates_ 2025-10-14T11:56Z 42.1K followers, 9246 engagements

"$QBTS $RGTI Both making new highs and $IONQ not far behind"
X Link @ConnorJBates_ 2025-10-13T17:07Z 42.1K followers, 33K engagements

"Leverage Mania New records for leveraged ETFs Whats next 4-5x single stock ETF's Source: Nomura"
X Link @ConnorJBates_ 2025-10-09T16:19Z 42.1K followers, 19.4K engagements

"Stockbee Market Monitor @PradeepBonde showed 1160 stocks down X% plus on Friday. Worst reading since April 4th which was 1885"
X Link @ConnorJBates_ 2025-10-12T23:58Z 42.1K followers, 9645 engagements

"Some of the more concerning charts: $RSP S&P XXX Equal Weight $MDY S&P XXX Midcap XXX ETF $KRE Regional Banks $JNK High Yield Bond ETF"
X Link @ConnorJBates_ 2025-10-11T13:25Z 42.1K followers, 9155 engagements

"$BMNR Top watch as Crypto proxy - History of large linear moves - Back above all key moving averages - Multi month base/VCP-ish - Price getting tight - Short report today. Bullish - RS in ETH lately - Largest corporate holder of Ethereum - Strategy aims for BitMine to eventually own X% of all outstanding ETH - Led by the legendary Tom Lee @fundstrat"
X Link @ConnorJBates_ 2025-10-08T19:35Z 42.1K followers, 28.7K engagements

"Bizarre Day. - $RACE (Ferrari) Down XX% on huge volume after horrible earnings. Worst day since 2016. - $JNK / $HYG Both breaking down - $SLV & $GLD Potential Climax tops - $DXY The dollar at X Month highs and rallying hard the past few days - $KKR $OWL $ARES All free falling - $ITB Homebuilders falling hard the past X days - $VIX flat still sub $18"
X Link @ConnorJBates_ 2025-10-09T21:09Z 41.8K followers, 31.5K engagements

"THE FUTURE OF ROBOTICS Awesome graphic from @TannersTrades on The Robotics Ecosystem. - Major metal components $UUUU $NB $MP $FCX - Battery players $QS $AMPX $ENVX - Humanoid $TSLA $HON $TER - Logistics applications $AMZN $SYM $SERV - Defense $AVAV $LMT $DPRO"
X Link @ConnorJBates_ 2025-10-13T15:40Z 42.1K followers, 118.3K engagements

"The markets are designed to inflict maximum pain on participants. It wouldnt surprise me to see crypto rally all the way back after the largest liquidation in history"
X Link @ConnorJBates_ 2025-10-12T15:02Z 42.1K followers, 14.1K engagements

"The most hated sector in the stock market looks ready to outperform and crush shorts again. Quantum. $RGTI $QBTS $IONQ $QUBT"
X Link @ConnorJBates_ 2025-09-15T01:39Z 42K followers, 19.1K engagements

"$AAOI Big base triple digit sales growth & 2nd ranked Telecom-Fiber Optics industry group"
X Link @ConnorJBates_ 2025-10-08T23:31Z 42K followers, 7586 engagements

"@TheShortBear Yikes $OWL $ARES $KKR $CG"
X Link @ConnorJBates_ 2025-10-01T23:09Z 41.8K followers, 3125 engagements

"WOW Venture capitalists have poured a record $XXXXX billion into AI startups YTD. Source: TKL"
X Link @ConnorJBates_ 2025-10-07T21:58Z 41.4K followers, 5555 engagements

"$TSLA Tesla's Cybertruck sales down XX% in Q3 y/y Business Insider reports Tesla sold around 5400 of the Cybertruck pickup trucks last quarter down XXXX% from the same period last year"
X Link @ConnorJBates_ 2025-10-13T12:15Z 42.1K followers, 6137 engagements

"$CRCL Looks ready to breakout - X days of extremely tight action holding above all key moving averages - Nice IPO bottoming base + setup theme with similar patterns in other recent IPOs - In Theme - A fintech company known for issuing the USDC stablecoin and operating major blockchain and digital currency platforms"
X Link @ConnorJBates_ 2025-10-08T23:15Z 42.1K followers, 41K engagements

"$IREN Starting to display climax action - 1000% from the April Low - XXX% Above the 200-DMA - XXX% Above the 50-DMA - XX% Above the 10-WK MA - Accelerating & starting to stack multiple gap-ups in a row - Breached upper trend-line - Euphoric sentiment + cult following"
X Link @ConnorJBates_ 2025-10-07T19:00Z 41.8K followers, 60.1K engagements

"$GEV Another big winner off the April lows that has gone through a constructive basing period. Bullish reclaim of all the moving averages and now pressing against this downtrend line in a nice bull flag. Looks ready to lead again"
X Link @ConnorJBates_ 2025-10-08T23:21Z 42K followers, 11.9K engagements

"$BITF Bitfarms price target raised to $X from $XXXX at Northland"
X Link @ConnorJBates_ 2025-10-13T13:12Z 42.1K followers, 17.3K engagements

"Current Leading Stocks & Themes 8-25-2025 - Some may be short term extended and or basing. Aerospace/Defense $KTOS $KRMN $AIRO $AVAV Auto/Manufacturers $TSLA $XPEV $NIO $OUST Software $APP $U $LIF $NBIS $NET $MGNI $PGY Software Security $RBRK $CYBR Data Storage $STX $WDC $MU Elec-Contract Mfg $CLS $FLEX $SANM Semiconductors $ALAB $AMD $NVDA $AVGO $CRDO $RMBS $TSEM $AEHR Power Equipment $AMSC $NVT $EOSE $SLDP $GNRC Crypto $ETHA $SOLT $XXRP $IBIT $BMNR $SBET $IREN Alternative Energy $BE $AMPX $LEU $OKLO $METC Solar FSLR SEDG NXT RUN ARRY Fintech SOFI AFRM UPST FUTU HOOD Mortgage/Lending TREE"
X Link @ConnorJBates_ 2025-08-25T20:43Z 41.9K followers, 9794 engagements

"Crypto remains a focus into year-end X. Positive Seasonality into year-end X. #ETH Holding above $4000 X. #BTC Above $110000 and slightly below ATH's X. #XRP #SOL Look poised to bounce X. Tons of recent IPOS related to Crypto look ready to rally - $CRCL $GEMI $FIGR $BLSH X. Treasury names like $BMNR emerging from a big base"
X Link @ConnorJBates_ 2025-10-08T00:28Z 41.5K followers, 16.4K engagements

"New 5x single stock ETFs filed by Volatility Shares 🤯🤯 5x AMD ETF 5x AMZN ETF 5x COIN ETF 5x CRCL ETF 5x GOOGL ETF 5x MSTR ETF 5x NVDA ETF 5x PLTR ETF 5x TSLA ETF 5x Bitcoin ETF 5x Ether ETF 5x Solana ETF 5x XRP ETF"
X Link @ConnorJBates_ 2025-10-15T01:04Z 42.1K followers, 571.7K engagements

"$WOLF Wolfspeed: Point72 (Steven A. Cohen) increased passive stake to XXX% (more than XXX mln shares previously disclosed holding of 200K shares and notes)"
X Link @ConnorJBates_ 2025-10-13T10:37Z 42.1K followers, 6828 engagements

"Some ETFs to track for Artificial Intelligence and Energy Infrastructure: $AIPO - Defiance AI & Power Infrastructure ETF * Top Holdings - $GEV $ETN $PWR $VRT $CCJ $NVDA $AVGO $VOLT - Tema VOLT Electrification ETF * Top Holdings - $PWR $NEE $GEV $APH $AIQ - Global X Artificial Intelligence & Technology ETF * Top Holdings - $ORCL $PLTR $AVGO $METAQ $BABA $ARTY - iShares Future AI & Tech ETF * Top Holdings - $AMD $SMCI $ANET $MRVL $CEG"
X Link @ConnorJBates_ 2025-08-05T11:08Z 42.1K followers, 10.3K engagements

"Quantum Computing X Year Returns 🤯 $RGTI +6217% $QBTS +3912% $QUBT +2798% $IONQ +670%"
X Link @ConnorJBates_ 2025-10-13T18:23Z 42.1K followers, 282.9K engagements

"#IBD XX Index $INOD $CLS $STOK $PLTR $RKLB $HOOD $SOUN $ALAB $AMSC $FIX $HIMS $CLSK $CRDO $SYM $TEM $GFI $RMBS $MIRM $LIF $MU $APH $RIOT $ANET $ARQT $TARS $APP $AEM $TVTX $RYTM $VRT $TFPM $CDE $KGC $AU $SOFI $EME $HMY $TSM $SEI $ARGX $KRMN $ZS $STNE $NET $SITM $WGS $PRM $CCJ $NVDA $CAMT"
X Link @ConnorJBates_ 2025-10-12T22:50Z 42.1K followers, 12.9K engagements

"Adjusted for profit margins the S&P 500's valuation looks much more reasonable. Source: Morgan Stanley"
X Link @ConnorJBates_ 2025-10-10T11:33Z 41.5K followers, 10.1K engagements

"$IREN IREN Limited has doubled its AI Cloud capacity to 23k GPUs following procurement of an additional 12.4k GPUs"
X Link @ConnorJBates_ 2025-09-22T11:30Z 41.7K followers, 8310 engagements

"$CRDO Credo Technology Group beats by $XXXX beats on revs; guides Q2 revs above consensus"
X Link @ConnorJBates_ 2025-09-03T21:35Z 41.4K followers, 5327 engagements

"$CRWV CoreWeave launches Serverless RL a fast and easy way to train AI agents using reinforcement learning"
X Link @ConnorJBates_ 2025-10-08T17:01Z 41.7K followers, 8291 engagements

"$IREN IREN Limited prices $XXX million convertible notes offering"
X Link @ConnorJBates_ 2025-10-09T10:25Z 42.1K followers, 20.9K engagements

"$CRDO Credo Technology price target raised to $XXX from $XX at Roth Capital"
X Link @ConnorJBates_ 2025-09-04T12:30Z 41.9K followers, 5481 engagements

"$GLXY $QS $RCAT $ONDS"
X Link @ConnorJBates_ 2025-10-15T00:16Z 42.1K followers, 5689 engagements

"In a powerful bull market common sense fundamentals and valuations all go out the window. Its pure momentum - until the music stops and it always ends the same way. YTD Returns: $OKLO +696% $RGTI +180% $ABAT +431% $QBTS +348% Many more examples"
X Link @ConnorJBates_ 2025-10-15T00:31Z 42.1K followers, 11.7K engagements

"Spooz down less than X% CNN Fear & Greed Index XX Fear"
X Link @ConnorJBates_ 2025-10-10T18:02Z 41.4K followers, 12.1K engagements

"$BLSH Another IPO bottoming base setup looking to breakout - Cryptocurrency exchange and media company backed by Peter Thiel - IPO base + Inverse H&S bottoming pattern - X days of tight action Strong close above $XX should trigger more upside"
X Link @ConnorJBates_ 2025-10-08T23:18Z 42K followers, 6862 engagements

"Almost XX% of the US real GDP growth last quarter was driven by tech capex. Bulk of the capex was AI-related investments. Source: Bridgewater"
X Link @ConnorJBates_ 2025-10-05T21:14Z 42K followers, 21.2K engagements

"$IREN Iren price target raised to $XXX from $XX at Cantor Fitzgerald"
X Link @ConnorJBates_ 2025-10-14T12:52Z 42.1K followers, 10.3K engagements

"Rare Earth stocks leading again today $MP $CRML $USAR $METC $UAMY $TMC $NB"
X Link @ConnorJBates_ 2025-10-09T14:41Z 42K followers, 16.8K engagements

"Anatomy of a sector move. Example: Quantum Computing Primary Leader - $IONQ / $RGTI were the first ones to break out on 9/12/25. Secondary Leader - $QBTS had the high volume breakout day on 9/17/25 clearing the range. Tertiary Leader - $QUBT Attempted a high volume breakout on 9/19/25 but quickly failed and has seen weak follow-through. Quaternary (Laggard) - When the worst of the worst like $QMCO $ARQQ start trying to breakout with/ the leaders like RGTI / IONQ stalling or breaking down then the "momentum cycle" is probably over or close to it"
X Link @ConnorJBates_ 2025-10-07T15:38Z 42.1K followers, 23K engagements

"$XLV Healthcare looking to put in a bottom and potentially start to outperform. Already starting to show signs last week but from a value perspective Healthcare stocks make a lot of sense here. X. The overall health care weight in S&P500 has been smashed. X. Healthcare relative Fwd. P/E X. Record outflows in '25"
X Link @ConnorJBates_ 2025-10-05T20:29Z 42.1K followers, 61.1K engagements

"$METC $HIVE $USAR $OPEN"
X Link @ConnorJBates_ 2025-10-07T17:27Z 41.6K followers, 3825 engagements

"$NVDA $TSLA Elon Musk's xAI is building world models for use in gaming and robotics and has hired two AI researchers Zeeshan Patel and Ethan He from Nvidia to work on them. xAI will release a "great AI-generated game before the end of next year" Musk says"
X Link @ConnorJBates_ 2025-10-13T12:17Z 42.1K followers, 7579 engagements

"$MU Micron upgraded to Outperform from Underperform at BNP Paribas Exane with a price target of $XXX up from $100"
X Link @ConnorJBates_ 2025-10-13T12:09Z 42.1K followers, 6725 engagements

"IPO Leaders - $KRMN $ALAB $RDDT $LIF $ATAT $HSAI $TTAN $BTSG"
X Link @ConnorJBates_ 2025-09-08T11:47Z 41.9K followers, 14.5K engagements

"LARGEST RETAIL BUYING "We have just witnessed the largest Retail Investor buying EVER. Retail has bought over +$100B of US stocks in the last month the largest 1M buying on record." Source: MS QDS"
X Link @ConnorJBates_ 2025-10-09T16:15Z 41.5K followers, 8933 engagements

"$CRCL Extremely tight. a move is brewing here soon"
X Link @ConnorJBates_ 2025-10-09T22:15Z 42K followers, 8109 engagements

"Tech is the area of extreme positioning Table showing hedge fund exposure per sector as % of overall exposure. Source: MS Prime"
X Link @ConnorJBates_ 2025-10-12T22:43Z 42.1K followers, 31.9K engagements

"The leverage in Crypto is mind blowing X. Over $XX billion in leveraged crypto positions were liquidated within XX hours. X. XXX million+ traders were forced out of positions by margin calls with most of the damage concentrated in long positions. X. Bitcoin: $XXXX billion in BTC positions liquidated X. Ethereum: $XXXX billion in ETH positions liquidated X. Single Largest Liquidation: $XXXX million (BTC/USDT) on HTX Market Cap Impact: The global crypto market cap dropped by more than X% from $XXX trillion to $XXX trillion"
X Link @ConnorJBates_ 2025-10-11T13:39Z 42.1K followers, 44.6K engagements

"Trade Stocks In Play Strong Theme Relevant Catalyst/News Uptrend Fundamentals (Sales/Earnings) and Linear Price Action"
X Link @ConnorJBates_ 2025-09-22T17:41Z 41.8K followers, 8867 engagements

"The $HIMS bull case is that no one will have any hair left after trading through these headlines for four straight years"
X Link @ConnorJBates_ 2025-10-12T15:45Z 42.1K followers, 21.8K engagements

"$CRWV Finally looks ready to breakout and trend So many positive catalyst have been building in the past month: - Partnership with OpenAI securing a contract worth up to $XXX billion - $XXX billion cloud computing order with Nvidia - $XX Billion Meta Deal to Supply Computing Power"
X Link @ConnorJBates_ 2025-10-08T23:26Z 41.4K followers, 34K engagements

"Crypto is truly the wild west Insane wins followed by devastating losses. People on 75x + margin. Meme coins going 100x in an hour and then zero in XX minutes. Allure of the get rich quick. Zero sum game and XX% lose"
X Link @ConnorJBates_ 2025-10-11T16:03Z 42.1K followers, 12.2K engagements

"Highest sentiment in X months according to BofA's FMS survey. Source: BofA"
X Link @ConnorJBates_ 2025-10-15T11:24Z 42.1K followers, 4634 engagements

"$JOBY $TEM $PL $ASTS"
X Link @ConnorJBates_ 2025-10-05T21:03Z 41.5K followers, 5280 engagements

"Flight to quality it appears $OKLO $QBTS $RGTI $IONQ"
X Link @ConnorJBates_ 2025-10-13T14:15Z 42.1K followers, 18.2K engagements

"Very prevelant sector + chart theme in many of the CRISPR stocks. Major Pure-Play CRISPR Companies $NTLA $BEAM $CRSP $PRME"
X Link @ConnorJBates_ 2025-10-01T00:21Z 42K followers, 25.5K engagements

"$AVGO Broadcom price target raised to $XXX from $XXX at Morgan Stanley"
X Link @ConnorJBates_ 2025-10-14T12:53Z 42.1K followers, 6855 engagements

"What Market Pull-back $BKSY $RKLB $ASTS"
X Link @ConnorJBates_ 2025-10-07T17:28Z 42K followers, 7714 engagements

"xAI to spend $18B to buy 300K more Nvidia chips for Colossus X WSJ reports"
X Link @ConnorJBates_ 2025-10-07T12:35Z 41.9K followers, 6388 engagements

"$XPEV Big base looking to breakout through this downtrend line"
X Link @ConnorJBates_ 2025-10-08T23:32Z 42K followers, 7468 engagements

"Retail Call Superlatives - Call option volumes just hit a new high - Net retail call demand is surging - Nearly $8bn in premium spent last week - Closing in on the $12bn peak of 2021 Source: MS"
X Link @ConnorJBates_ 2025-10-08T12:58Z 42.1K followers, 37.7K engagements

"$WDC $STX $SNDK Potential cracks showing up after massive runs"
X Link @ConnorJBates_ 2025-10-07T14:43Z 41.9K followers, 7906 engagements

"Quantum computing stocks flagging at the highs not really bearish nor showing signs that they want to pull-back. $IONQ $QBTS $RGTI"
X Link @ConnorJBates_ 2025-10-09T22:12Z 42.1K followers, 32.8K engagements

"Recent IPO's related to Crypto $GEMI - Crypto exchange founded by the Winklevoss twins $FIGR - Stablecoin issuer and digital lending platform $BLSH - Cryptocurrency exchange and media company backed by Peter Thiel $CRCL - USDC stablecoin issuer"
X Link @ConnorJBates_ 2025-10-08T00:36Z 42.1K followers, 16.9K engagements

"$CRWV One of the most explosive looking setups in the market still"
X Link @ConnorJBates_ 2025-09-24T23:37Z 41.8K followers, 44.6K engagements

"What My X Account Provides X. Stock setups Im watching and trading. X. Frequent posts highlighting leading sectors and standout stocks within those groups. X. Curated research on sentiment positioning upgrades downgrades notable news and more. X. Reminders of my favorite trading quotes from market legends. X. Educational content Ive found helpful throughout my trading journey. And plenty of other insights I enjoy sharing. I treat my X account as a public trading journal posting what I find useful or interesting much of which my followers have found valuable as well. I truly enjoy being part"
X Link @ConnorJBates_ 2025-09-27T16:55Z 42.1K followers, 100.8K engagements

"The likelihood of XXX% tariffs is very low according to @Polymarket"
X Link @ConnorJBates_ 2025-10-12T11:32Z 42.1K followers, 16.3K engagements

"$AMD AMD price target raised to $XXX from $XXX at Mizuho"
X Link @ConnorJBates_ 2025-10-13T12:10Z 42.1K followers, 6528 engagements

"@TheOneLanceB This market is constantly rotating. $STX $WDC had major momentum runs and now the story is a lot more known to the market hence the pull-back. $CRDO Another XXX% + move from April lows. Money out of those into other names"
X Link @ConnorJBates_ 2025-10-15T12:15Z 42.1K followers, XXX engagements

"$CRDO Another AI leader starting to show weakness approaching the 50-DMA"
X Link @ConnorJBates_ 2025-10-07T14:59Z 41.4K followers, 7801 engagements

"To add a few I think they were notable and offered an opportunity for large players. 2022 - Energy bull run. Short growth/Long energy was a gorgeous pair. $WFRD $TDW $AMR made some insane moves over the period. 2023 - Obviously $NVDA off the bottom. Feb/March 2024 - Gold breakout. XX Yr Cup & handle base breakout + tons of Gold miners with massive moves over the past few years and still running"
X Link @ConnorJBates_ 2025-08-25T13:22Z 41.3K followers, 8733 engagements

"$CRDO One of the best performing "AI" names putting in a strong candle off the 50-DMA today. Looks good as long as todays low can hold"
X Link @ConnorJBates_ 2025-10-08T23:29Z 41.4K followers, 9902 engagements

"Momentum names still at the highs $RKLB $ASTS $IONQ $NNE $METC $HIVE $USAR $OPEN $SLDP $IREN $LEU $OKLO Many more examples I could share but the majority of the high fliers aren't showing signs of "climax top" Of course pull-backs are to be expected along the way"
X Link @ConnorJBates_ 2025-10-07T17:27Z 41.7K followers, 8726 engagements

"Whats the pain trade on Quantum stocks right now Higher or lower $IONQ $RGTI $QBTS $QUBT"
X Link @ConnorJBates_ 2025-10-05T23:25Z 41.7K followers, 21.4K engagements

"Risk management is everything in trading. The bigger the drawdown the harder the comeback. Big drawdowns kill compounding - protect your capital first. X% Loss = XXXX% Gain needed to get back to break-even. XX% Loss = XXXXX% Gain needed to get back to break-even. XX% Loss = XX% Gain needed to get back to break-even. XX% Loss = XXXXX% Gain needed to get back to break-even"
X Link @ConnorJBates_ 2025-10-12T16:44Z 42.1K followers, 29.1K engagements

"TRUMP: CONSIDERING TERMINATING BUSINESS WITH CHINA ON COOKING OIL AND OTHER TRADE ELEMENTS"
X Link @ConnorJBates_ 2025-10-14T19:38Z 42.1K followers, 11K engagements

"$BKKT High Tight Flag Setup"
X Link @ConnorJBates_ 2025-10-08T23:34Z 42K followers, 10.4K engagements

"$IONQ IonQ +17.5% soars to a new all-time high after announcing a significant advancement in quantum chemistry - The advancement demonstrated IonQ's ability to model atomic-level forces with greater precision a key step toward applying quantum computing to complex chemical systems. - More generally enthusiasm around AI and high-performance computing is also helping lift quantum names like IONQ with investors viewing the technology as an accelerator for next-generation AI workloads"
X Link @ConnorJBates_ 2025-10-13T20:07Z 42.1K followers, 14.2K engagements

"AAII INVESTOR SENTIMENT READING Highest bullish reading of 2025 at 45.9%"
X Link @ConnorJBates_ 2025-10-09T11:31Z 41.7K followers, 17.8K engagements

"$NYSI NYSE McClellan Summation Index RSI hit XXXX on Friday"
X Link @ConnorJBates_ 2025-10-12T13:08Z 42.1K followers, 6207 engagements

"$TEM Character Change - Following through on the breakout from a big stage 1/IPO base - Recent strength in many medical/biotech stocks - XX% Short Float - Strong revenue growth"
X Link @ConnorJBates_ 2025-10-08T19:43Z 42.1K followers, 21.8K engagements

"High-tight flags appear to be the dominant setup theme right now. Many stocks that have made strong powerful moves are beginning to flag near their highs. Whether these patterns break out or fail will be a key signal for market strength moving forward. Ex. $SNDK $RR $RKLB $IONQ $PLUG $HIVE $GRAL $MU $BKSY $AMPX $AMD $NTLA $GLXY $QS $RCAT $ONDS $NBIS $PATH $TEM $TSLA"
X Link @ConnorJBates_ 2025-10-15T00:16Z 42.1K followers, 25.4K engagements

"NASDAQ seasonality is very strong from here"
X Link @ConnorJBates_ 2025-10-08T20:29Z 41.4K followers, 23.9K engagements

"S&P XXX Stocks Above the 5-Day Average XX S&P XXX Info Tech Stocks Above the 5-Day Average X Nasdaq Composite Stocks Above the 5-Day Average XX Russell 2000 Stocks Above the 5-Day Average XX I use @Barchart for these great charts"
X Link @ConnorJBates_ 2025-10-12T13:21Z 42.1K followers, 8395 engagements

"$NYMO NYSE McClellan Oscillator registered a -XX reading on Friday. Second worst reading off the year behind the April reading of -90"
X Link @ConnorJBates_ 2025-10-12T13:05Z 42.1K followers, 18K engagements

"$NYHL NYSE New Highs/New Lows not showing any caution yet"
X Link @ConnorJBates_ 2025-10-12T13:12Z 42.1K followers, 6286 engagements

"$CIEN Ciena beats by $XXXX beats on revs; guides Q4 revs above consensus - Co issues upside guidance for Q4 sees Q4 revs of $1.24-$1.32 bln vs. $XXXX bln FactSet Consensus. - SeesAdjusted gross margin between XX% to XX% and Adjusted operating expense in a range of $XXX million to $XXX million"
X Link @ConnorJBates_ 2025-09-04T12:39Z 41.4K followers, 4411 engagements

"The current bull market turns X today. "Since WWII there have been XX other bull markets and only once did a bull market make it this far and not get it it's fourth birthday.The '62-'66 bull market died at XX months. but the other seven times it always made it another yr." Source: @CarsonResearch @RyanDetrick"
X Link @ConnorJBates_ 2025-10-12T11:30Z 42.1K followers, 12.9K engagements