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@fundmyfund "$RCAT $UMAC $DPRO $AVAV Reoccurring theme in these CEO interviews (reviewed quite a few more this weekend) is too many players in a very fragmented industry. and consolidation is coming. Winners will scale and get big a lot of losers will go away or be bought out. End game is a lot of the supply base in the industry with be out of business in X years - those who remain are going to be grow bigly as manufacturing is a hard business (even wondergod Elon needed government $$ to save Telsa in 2013 or whenever it was) and scale is scale. Allan intends $UMAC to be one of the winners by hook or"
@fundmyfund on X 2025-07-27 19:08:07 UTC 6133 followers, 1377 engagements

"They did a great job shaking me out before running it $AMLX"
@fundmyfund on X 2025-07-09 13:35:47 UTC 6133 followers, XXX engagements

"$AIRO struggling despite drone tailwinds. Didnt like the first sniff of fundamentals - doesn't look like market did either. Pretty surprised because usually the lemmings buy anything adjacent fundamentals be damned"
@fundmyfund on X 2025-07-16 14:29:27 UTC 6129 followers, XXX engagements

"Not sure what to make of this one but will be an interesting one to observe $BMRN"
@fundmyfund on X 2025-07-25 17:55:21 UTC 6132 followers, XXX engagements

"Based on ticker probably a Wall Street bets play $WOOF"
@fundmyfund on X 2025-07-22 13:46:07 UTC 6129 followers, XXX engagements

"$TAN Top holdings - US based (2 of top X HK) $SEDG looks best technically $ENPH XXX% $FSLR XXX% $SEDG 3.6%"
@fundmyfund on X 2025-07-15 14:03:50 UTC 6129 followers, 1255 engagements

"Back to $SYM on this undercut who stopped out people (like me) hah. Regained it's range it was building. Usually these fail quickly (stop you out again) or go on to a nice move up once they drag out those stops. Think we will know in a day or three"
@fundmyfund on X 2025-07-14 17:16:47 UTC 6133 followers, 1257 engagements

"Nice Undercut yest algos We learn your tricks $SYM"
@fundmyfund on X 2025-07-15 13:51:32 UTC 6133 followers, XXX engagements

"$SYM such a good example of how the algos work to get those stops. Undercut a range to get the stops - then reverse it before the actual move. Doesn't mean it always works like this - but as wrote below usually these will fail quickly (stop you out again) or give you a nice move. quick. In this case it was the nice move. But important to learn the algo tricks"
@fundmyfund on X 2025-07-16 14:06:31 UTC 6133 followers, XXX engagements

"$GDS +12% in pre I am assuming this is $NVDA related as $VNET is up $KC etc"
@fundmyfund on X 2025-07-15 10:21:36 UTC 6129 followers, XXX engagements

"2nd tweet every re: $MGA hah Earnings a week from Fri Got a good bunch of industrials being rotated into past week"
@fundmyfund on X 2025-07-24 11:11:00 UTC 6134 followers, XXX engagements

"$NB Know what you own or trade. These are speculative pre revenue who could fizz out in years (or be bankrupt) but that doesn't matter near term. NioCorp is developing a critical minerals project in Southeast Nebraska (the "Elk Creek Project") that is expected to produce niobium scandium and titanium. The Company also is evaluating the potential to produce several rare earths from the Elk Creek Project. Niobium is used to produce specialty alloys as well as High Strength Low Alloy steel which is a lighter stronger steel used in automotive structural and pipeline applications. Scandium is a"
@fundmyfund on X 2025-07-16 11:24:44 UTC 6133 followers, XXX engagements

"We have some recoveries like this but we have quite a few not recoveries as well $SYM"
@fundmyfund on X 2025-07-23 16:57:42 UTC 6132 followers, XXX engagements

"Not in $CLS due to proximity to earnings but these are annoying ones"
@fundmyfund on X 2025-07-24 14:13:37 UTC 6129 followers, XXX engagements

"Got a nice 8-10 new names from screening off the beaten path $LEGN"
@fundmyfund on X 2025-07-24 13:10:01 UTC 6129 followers, XXX engagements

"$BTCUSD been the laggard for sure of the cryptos - $ETHUSD & $XRPUSD the leaders and then $SOLUSD woke up recently. It is flagging so we will see if it can take a turn in leadership. Or not"
@fundmyfund on X 2025-07-22 11:16:09 UTC 6133 followers, XXX engagements

"Why the indexes are up while growth is getting hit (rotation) $FAST"
@fundmyfund on X 2025-07-24 11:21:00 UTC 6128 followers, XXX engagements

"First 1/5th $ETHUSD fed to ducks. Hell of a run. $ETHU"
@fundmyfund on X 2025-07-18 13:38:22 UTC 6132 followers, XXX engagements

"Big beautiful American coal. The best coal Some say the best coal they have ever seen is at it again $HCC $BTU"
@fundmyfund on X 2025-07-22 13:47:39 UTC 6128 followers, XXX engagements

"$VST $CEG $TLN Shares of Talen Energy Constellation Energy and Vistra got a boost in premarket trading Wednesday after PJM Interconnection shared the results of its latest capacity auction which highlighted a need for power generation to meet ramping demand. PJM noted that prices jumped to $XXXXXX per megawatt-day from $XXXXXX per megawatt-day for the previous year's auction. Costs have only continued to climb with last year's clearing price marking a particularly sharp spike from $XXXXX per megawatt-day for the prior auction. During each auction power companies submit bids that indicate the"
@fundmyfund on X 2025-07-23 13:31:35 UTC 6133 followers, XXX engagements

"$IBKR ain't no $HOOD but it sure ain't too bad either ;)"
@fundmyfund on X 2025-07-25 14:29:43 UTC 6134 followers, XXX engagements

"$IVZ owns $QQQ and changing structure of it to create more fees for itself Didn't think it would be more than a X day reaction. Wrong"
@fundmyfund on X 2025-07-22 13:43:44 UTC 6132 followers, XXX engagements

"$ALAB out of range I have no idea what people saw in the chart that led them to position in it aside assuming THIS was the time it would break the range unlike ALL the other times but congrats"
@fundmyfund on X 2025-07-21 13:46:19 UTC 6133 followers, XXX engagements

"Lemmings are going to the greatest hits of meme stocks $BLDP Last post on $BLDP . 2009 😂"
@fundmyfund on X 2025-07-24 14:27:36 UTC 6132 followers, XXX engagements

"$ETHUSD has obviously been much better than $BTCUSD but $XRPUSD has also been very good (not in that one but should have spread bets amongst all 3)"
@fundmyfund on X 2025-07-21 11:10:00 UTC 6133 followers, XXX engagements

"Disparity btw $JOBY v $ACHR chart continues - they look like they are in X different sectors right now"
@fundmyfund on X 2025-07-25 11:52:00 UTC 6134 followers, XXX engagements

"$NB follows $MP in an offering - another 'rare earth' but more speculative. Indicating $3.40ish in pre NioCorp is developing a critical minerals project in Southeast Nebraska that is expected to produce niobium scandium and titanium (the "Elk Creek Project")"
@fundmyfund on X 2025-07-17 11:25:51 UTC 6132 followers, XXX engagements

"$ETHUSD still seems like the best most consistent of the big coins this move"
@fundmyfund on X 2025-07-24 15:19:06 UTC 6133 followers, XXX engagements

"Thought yest $BTCUSD would play some catch up with $ETHUSD Wrong"
@fundmyfund on X 2025-07-18 14:28:05 UTC 6133 followers, XXX engagements

"@TedHZhang $ETHUSD has been the standout this cycle - also the strongest now"
@fundmyfund on X 2025-07-25 10:48:39 UTC 6132 followers, XXX engagements

"$ETHUSD is doing that "riding the X ema" thing. No reason to profit take the remainder until that pattern breaks. Only issue is it trades 24/7 so you can have an event that cause a significant break in off hours but otherwise it is a sit and hold at this point $ETHU"
@fundmyfund on X 2025-07-21 10:57:00 UTC 6132 followers, XXX engagements

"$PLTR some nasty candles in there that both were close of lows and broke XX ema so for my style required exiting. But for others who hold onto til XX day break this one is now at all time highs $HOOD is more of my type of chart due to lack of breaches but these were my X names to watch in the dark days of Trump pre TACO as the growth barometers. 50/50 split and walk away for X months would have served you well. I should have done that too 😂"
@fundmyfund on X 2025-07-25 16:00:58 UTC 6128 followers, XXX engagements

"$SBET down about XX% in X sessions. Will be interesting if it is pre running $ETHUSD itself or just is a random move"
@fundmyfund on X 2025-07-22 13:18:37 UTC 6128 followers, XXX engagements

"$AIRO getting drone love too - recent IPO. I didn't love the fundamentals when I looked at it - negative Q1 over Q1 rev growth and seems to be growing more by acquisition then organic but has the buzzword today so traders could care less about fundies. "Q1 XX v Q1 XX revenue fell XX% however.""
@fundmyfund on X 2025-07-11 19:35:18 UTC 6129 followers, 1118 engagements

"$BULL +16% $VOYG -X% Sat down at the wrong blackjack table today"
@fundmyfund on X 2025-07-18 19:45:07 UTC 6132 followers, XXX engagements

"$ETHUSD yest was a quieter day which helped it cool down a tad. Back on fire today"
@fundmyfund on X 2025-07-18 10:52:00 UTC 6132 followers, XXX engagements

"$BWA carbon copy of $MGA Earnings a week from today"
@fundmyfund on X 2025-07-24 13:12:34 UTC 6132 followers, XXX engagements

"$ASTS offering while unfortunate if you are balls to the walls in only takes it back to the X ema. Some of these offerings have been gobbled up $UMAC $KTOS $MP - others have not. It's a good differentiator"
@fundmyfund on X 2025-07-25 11:07:00 UTC 6133 followers, 1176 engagements