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@RogueAnalysta "Little bit suspicious when I see this leaderboard. 📈 TOP X THEMES * Rare earths +13.3% $TMQ (+57.0%) $CRML (+34.3%) $UUUU (+12.5%) * Space +5.1% $LUNR (+16.7%) $BKSY (+8.9%) $ASTS (+8.8%) * Crypto/DC +4.9% $WULF (+13.5%) $CLSK (+11.1%) $IREN (+10.3%) * Semis/design +4.7% $NVTS (+28.2%) $LAES (+26.3%) $INDI (+19.4%) * Batteries +4.6% $FLNC (+21.0%) $ABAT (+19.5%) $STEM (+17.1%) 📉 BOTTOM X THEMES * Cybersecurity -XXX% $RBRK (-4.3%) $NET (-3.2%) $ZS (-3.2%) * Semis/memory -XXX% $WDC (-3.8%) $STX (-2.2%) $MU (-0.6%) * China -XXX% $BIDU (-4.0%) $VNET (-3.1%) $NIO (-3.1%) * Software/cloud -1.0%"
X Link @RogueAnalysta 2025-10-14T18:43Z XX followers, XXX engagements

"$IREN weekly ABSOLUTELY INSANE"
X Link @RogueAnalysta 2025-10-14T21:31Z XX followers, XX engagements

"🔥 theme analysis - 1d 🔥 📈 TOP X THEMES * Semis/memory +3.6% $WDC (+5.5%) $MU (+3.3%) $STX (+2.8%) * Biotech/AI +3.3% $GRAL (+14.9%) $GH (+6.2%) $SDGR (+5.8%) * Biotech/gene +1.9% $BEAM (+4.3%) $RGNX (+3.8%) $SRPT (+2.8%) * Software/enterprise +1.9% $CRM (+7.2%) $BRZE (+4.0%) $TEAM (+3.5%) * Pharma +1.5% $TOI (+5.2%) $BIIB (+2.6%) $GILD (+2.5%) 📉 BOTTOM X THEMES * Batteries -XXX% $ABAT (-28.6%) $GWH (-16.3%) $SES (-6.2%) * Crypto/DC -XXX% $HIVE (-9.8%) $CLSK (-8.7%) $WULF (-5.0%) * Rare earths -XXX% $USAR (-10.4%) $UAMY (-10.1%) $REEMF (-9.4%) * Quantum -XXX% $RGTI (-6.9%) $QBTS (-6.0%)"
X Link @RogueAnalysta 2025-10-16T14:06Z XX followers, XXX engagements

"@PegasusFund Is more OpenAI related. Probably they make a deal to buy soybeans"
X Link @RogueAnalysta 2025-10-14T20:57Z XX followers, XXX engagements

"After the truth from the Donald. 🔥 theme analysis - 1d 🔥 📈 TOP X THEMES * Rare earths +11.1% $TMQ (+61.6%) $CRML (+28.7%) $UUUU (+10.3%) * Batteries/lithium +4.6% $LAC (+19.2%) $SQM (+3.0%) $PLL (+1.9%) * Homebuilders +4.2% $LGIH (+7.2%) $HOV (+6.3%) $BLDR (+6.1%) * Batteries +4.0% $ABAT (+22.9%) $STEM (+16.2%) $FLNC (+16.1%) * Crypto/DC +4.0% $WULF (+10.4%) $CLSK (+9.7%) $IREN (+8.5%) 📉 BOTTOM X THEMES * Semis/memory -XXX% $WDC (-4.8%) $STX (-3.6%) $MU (-3.0%) * Cybersecurity -XXX% $RBRK (-6.0%) $CRWD (-3.9%) $ZS (-3.6%) * China -XXX% $NIO (-5.3%) $BIDU (-4.6%) $BILI (-3.5%) *"
X Link @RogueAnalysta 2025-10-14T20:23Z XX followers, 1328 engagements

"🔥 theme analysis 1d 🔥 📈 TOP X THEMES * Insurance +1.2% $HRTG (+4.1%) $BOW (+1.6%) $TRV (+1.2%) * Homebuilders +1.2% $BLDR (+2.8%) $HOV (+1.9%) $GRBK (+1.7%) * Rare earths +1.2% $TMQ (+23.9%) $CRML (+21.4%) $UAMY (+1.9%) * Telcos +1.1% $TMUS (+1.5%) $CMCSA (+1.4%) $CHTR (+1.2%) * Gambling +0.9% $MGM (+2.8%) $LVS (+1.9%) $WYNN (+1.8%) 📉 BOTTOM X THEMES * eVTOL -XXX% $ACHR (-8.7%) $JOBY (-4.2%) $EH (-3.7%) * Drones/defense -XXX% $DPRO (-7.1%) $UAVS (-6.4%) $ONDS (-6.3%) * Crypto -XXX% $BMNR (-7.8%) $UPXI (-6.6%) $DFDV (-5.6%) * Batteries/lithium -XXX% $SLI (-7.0%) $LAC (-3.6%) $ALB (-3.4%) *"
X Link @RogueAnalysta 2025-10-14T14:04Z XX followers, XXX engagements

"$KTOS at the 21ema. All smid defense/drones weak last 2-3 sessions. Let's see if we bounce or just roll over"
X Link @RogueAnalysta 2025-10-15T21:07Z XX followers, XX engagements

"Quite some weakness in the recent high-flyers like drones (no pun intended) and rare earths. On the other hand some semis groups looking strong - namely datacenter buildout ( $FLEX $TGEN $POWL ) and memory ( $WDC $MU )"
X Link @RogueAnalysta 2025-10-15T20:53Z XX followers, XXX engagements

"🔥 theme analysis - 1d 🔥 📈 TOP X THEMES * Solar +5.1% $ARRY (+11.0%) $SPWR (+9.5%) $SEDG (+8.0%) * Biotech/AI +4.3% $ABSI (+18.5%) $RXRX (+8.1%) $GRAL (+8.0%) * Biotech/gene +3.4% $NTLA (+6.9%) $RGNX (+6.7%) $BEAM (+5.9%) * Datacenters +3.3% $TGEN (+23.6%) $APLD (+7.1%) $PLXS (+5.9%) * Semis/equipment +2.8% $VPG (+6.3%) $KLAC (+5.3%) $COHU (+5.0%) 📉 BOTTOM X THEMES * Rare earths -XXXX% $CRML (-27.9%) $TMQ (-23.2%) $UAMY (-22.9%) * Drones/defense -XXX% $DPRO (-13.7%) $ONDS (-10.3%) $RCAT (-8.2%) * Quantum -XXX% $CCCX (-8.0%) $RGTI (-6.2%) $IONQ (-6.2%) * Insurance -XXX% $CB (-2.9%) $BOW"
X Link @RogueAnalysta 2025-10-15T18:04Z XX followers, XXX engagements

"$JBL 🧵 Some thoughts on this name. Recently lagged $CLS and $FLEX. Growth steady margins set to expand in coming years AI and robotics tailwind too. What they do + comps: EMS leader in AI/cloud (43% rev) diversified mfg (health/auto/consumer 57%). $30B FY25 rev. Vs FLEX/CLS: Deeper AI moat lower EV/Sales (0.8x). Vs TEL/APH: Cheaper entry to hyperscalers but lower margins (5.8% op). Recent results: Q4 FY25: $8.3B rev (+10% YoY beat) AI rev $9B (+61%). Core EPS $XXXX (beat). FY25 end-markets: Cloud/Data +61% to $7.4B. New: J-422G AI servers launch at OCP Summit; Axiado collab for secure"
X Link @RogueAnalysta 2025-10-16T08:17Z XX followers, XXX engagements