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@KASM_Capital "$UNP is setting up for a breakout from a 4-year consolidation and is a key beneficiary of the reshoring boom driven by Trump-era tariffs and deglobalization trends. It stands to gain from supply chain shifts back to the U.S. plus policy tailwinds like higher import duties and manufacturing revival. The Transportation sector is crucial for inland logistics of reshored goodsrail networks moving machinery materials and finished products as imports slow and domestic freight ramps up. UNP one of the largest U.S. rail operators covering the western two-thirds of the country is perfectly positioned"
X Link @KASM_Capital 2025-10-06T23:52Z 1147 followers, XXX engagements

"$VEEV - Veeva Las Vegas with these gains once we get this breakout. VEEV ripped 20%+ in May on strong earnings and has been basing since. When it dipped on the last ER May's earnings gap held as support. We're finally seeing some decent volume come in on the recent push higher. Not only is VEEV seeing volume but also saw notable options flow today. Today a trader added $150k of the 10/17 XXX c's and another trader added $1m Mar XX XXX c's. Through XXX and this should see XXX in short order. The 10/17 XXX calls alerted yesterday are ready to capture this massive move in the making. Don't miss"
X Link @KASM_Capital 2025-09-30T23:35Z 1151 followers, 1883 engagements

"I did nothing in this account today. Up almost X% with only XX% invested (no margin either). What a market were in Thank you $NVTS and $EOSE"
X Link @KASM_Capital 2025-10-13T20:18Z 1151 followers, 2304 engagements

"Closed out half of these $VEEV calls today around $X for +155%"
X Link @KASM_Capital 2025-10-07T22:08Z 1151 followers, XXX engagements

"@Elkcamino Im still in the camp of market needing time to heal whether its a matter of days or weeks is TBD. Im happy to change my stance if price action Tuesday supports it (Monday price action will be less informative due to low volume)"
X Link @KASM_Capital 2025-10-12T16:06Z 1144 followers, XX engagements

"Added $UNP Jan XX XXX c for 1.73"
X Link @KASM_Capital 2025-10-06T17:35Z 1147 followers, 1476 engagements

"$KNX - short dated unusual bull flow. clean chart. lots of tailwinds including the prospect of lower rates"
X Link @KASM_Capital 2025-08-27T12:58Z 1151 followers, 1265 engagements

"Today we went from rags to riches to rags. $NVTS really carried my portfolio and today I decided to fully exit into the close. What an incredible trade +$14k / 24%. Today I also added $OPEN. I had been watching $OPEN for weeks waiting for it to reach $X. We saw $X pre market and I added a smaller tranche around the open took some quicker profits at XXXX then scaled in more aggressively $80k around XXXX. That was a great trade as OPEN reached XXXX but then the news came in and decided I shouldn't have so much fun and nuked the stock. Either way I cleared X% or 3.3k from that trade. I decided"
X Link @KASM_Capital 2025-10-14T21:37Z 1151 followers, XXX engagements

"@SeaKingOptions just long $OSCR and $CRWV instead"
X Link @KASM_Capital 2025-10-15T18:07Z 1151 followers, XXX engagements

"The dollar $DXY is about to breakout. A great trade for this is the $UUP December $XX calls for .40"
X Link @KASM_Capital 2025-10-09T13:47Z 1143 followers, XXX engagements

"Although I sold most of my positions at $SPX 6650 my portfolio still took a hit. Imagine if I hadnt sold I wouldve wiped out two weeks of insane gains in a matter of hours. While I risk missing out on the Monday limit up the furus are peddling (highly unlikely) I have $280k (70%) in cash to deploy once I feel the market is ready. Back in December I raised XX% cash across portfolios and bought the dip on April 7th. I didnt have an X account then so here are some text messages as proofthis isnt my first rodeo selling high and buying low. The market will either provide a great dip-buying"
X Link @KASM_Capital 2025-10-11T15:11Z 1146 followers, 4920 engagements

"@kiantrades Might as well just eat at Animae every night instead"
X Link @KASM_Capital 2025-10-13T23:56Z 1151 followers, XXX engagements

"See you in Vegas $VEEV"
X Link @KASM_Capital 2025-10-02T20:03Z 1150 followers, XXX engagements

"Added $VEEV Oct XX XXX c's for 2.35"
X Link @KASM_Capital 2025-09-29T17:10Z 1144 followers, 1535 engagements

"This $SPY chart still looks bad. We're trading below the X EMA and lost the XX EMA today indicating we're no longer in "easy mode." Money can still be made but it's tougher. Easy mode will return soon; until then focus on quicker trades with smaller sizes. I'm not swinging much and any swings are a fraction of my usual size"
X Link @KASM_Capital 2025-10-14T22:10Z 1151 followers, 1921 engagements

"Back in $IOT think it's ready"
X Link @KASM_Capital 2025-10-02T16:31Z 1146 followers, XXX engagements

"Buckle up $VEEV"
X Link @KASM_Capital 2025-09-30T18:36Z 1150 followers, 1779 engagements

"Today my portfolio closed at all time highs thanks to my big and irresponsible bet on $OSCR. Beyond adding $OSCR I added back $OPEN and started a new position in $PLAY. I also tried with $PDYN and $CRCL but got stopped out of both for small losses. What will tomorrow bring"
X Link @KASM_Capital 2025-10-15T23:22Z 1151 followers, XXX engagements

"Stop it. Stop spreading rumors and using clickbait to drive engagement. Either youre misleading people suggesting BLK took advantage of the dip for a trade or dont know what youre talking about. BlackRock buys bitcoin for its $IBIT etf. If BlackRock bought bitcoin for their own investment purposes as this post suggests does that mean your IBIT shares are worthless"
X Link @KASM_Capital 2025-10-12T14:14Z 1143 followers, 4011 engagements

"You guys ready for $VEEV XXX soon"
X Link @KASM_Capital 2025-10-02T17:21Z 1151 followers, XXX engagements

"Hello to my $WMB friends here's a XX bagger in the making. Still holding most the position open and they're trading now at XXXX from .25-.35 entries"
X Link @KASM_Capital 2025-09-26T17:23Z 1142 followers, XXX engagements

"@labeltrader1122 I have commitment issues"
X Link @KASM_Capital 2025-09-07T18:49Z 1138 followers, XXX engagements