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@TransEnergy "Bank of America said Cisco Systems $CSCO remains a buy pointing to multiple growth catalysts and an attractive valuation. We focus on four key areas/growth catalysts: 1) Campus switching refresh cycle 2) share gains at Hyperscalers AI buildouts 3) Security finally showing signs of improved growth and 4) growth synergies from Splunks acquisition analysts wrote. Ciscos networking business continues to drive performance. According to BofA Ciscos Networking segment remains the star of the show. It is the largest segment of Cisco accounting for XX% of product revenues and in the latest quarter the"
X Link @TransEnergy 2025-09-23T05:01Z 1429 followers, XX engagements

"Morgan Stanley National Security Index (MSXXNSEC) Top XX Holdings by Weight (4.3% each): $NB $EOSE $METC $ALB $UAMY $USAR $UUUU $LEU $CCJ $BWXT"
X Link @TransEnergy 2025-10-15T05:34Z 1431 followers, XXX engagements

"$OKLO $NNE $SMR The speculative startups that are selling promises of future capacity using technologies not yet approved fueled by supplies not yet secured connected to grids not yet expanded"
X Link @TransEnergy 2025-10-16T02:47Z 1431 followers, XXX engagements

"GS: "Equity markets started higher in the absence of additional trade tension headlines overnight but now in the red after Bessent headline urging World Bank to end support for China Miran stating China rare-earths move reintroduces trade uncertainty and Waller comments on expectations of layoffs/lower hiring due to AI. Volatility is back (VIX still above 20) with the SPX seeing 100bps moves in either direction over the past X sessions." via @zerohedge"
X Link @TransEnergy 2025-10-15T19:21Z 1428 followers, XX engagements

"Largest open interest increases among single stock options for 10/15 include $NVDA $INTC $HOOD $CIFR and $AMD"
X Link @TransEnergy 2025-10-15T14:54Z 1429 followers, XXX engagements

"Notable gainers among liquid option names this morning include $JBHT (+18.5%) $MU (+6.5%) $WDC (+6.0%) $STX (+4.5%) and $CRM (+4.1%)"
X Link @TransEnergy 2025-10-16T15:31Z 1431 followers, XX engagements

"$CEG $TLN $VST $GEV The path from blueprint to revenue spans a decade of compounding obstacles: 6-year grid connection waits create the longest bottleneck while NRC licensing (3.5 years) and securing HALEU fuel supplies (3.5 years) add critical delays before construction even begins. Even after XXX years of building startups face another X years to first revenue assuming nothing goes wrong. These timelines largely ignored by todays soaring stock prices for startups explain why established utilities with operating reactors may prove the smarter investment"
X Link @TransEnergy 2025-10-16T02:50Z 1433 followers, XXX engagements

"Bullish flow in Bit Digital Inc $BTBT today with 80194 contracts trading and implied vol up XXX points to 135%. Shares near $4.30"
X Link @TransEnergy 2025-10-14T17:52Z 1429 followers, XXX engagements

"Earnings Season Recap: $VRNS $ZS $SAIL and $CLBT Top Picks Into Year End (JPM) Earnings results along with recent industry and pre-quiet period conversations reflect a stable to improving macro environment for Security Software with better strength for those exposed to large enterprise budgets and high priority spending categories. Within Network Security demand remains elevated for SASE and Next Gen SIEM. Meanwhile Identity and Data Security continue to move up the priority stack as enterprises anticipate the impact GenAI and agentic adoption will have on attack surfaces and data estates"
X Link @TransEnergy 2025-09-24T12:50Z 1431 followers, XX engagements

"Unusually heavy option volume on today's open include $VMC $HIG $MS $BG and $PNC"
X Link @TransEnergy 2025-10-15T14:53Z 1429 followers, XX engagements

"$HSAI UBS analysts initiate coverage on Hesai Group (HSAI) with a Buy rating and a price target of $XXXXX. The analysts comment: "Hesai has forged in-depth partnerships with leading EV startups and autonomous mobility service providers that actively deploy LiDAR technology. Along with its recent entry into top-selling domestic OEMs supply chains we expect Hesai to become the worlds largest supplier of Advanced Driver Assistance Systems (ADAS) LiDAR for PVs from 2025E. In addition we believe Hesais order win from Mercedes-Benz (OTC:MBGAF) signifies a breakthrough in the overseas PV ADAS LiDAR"
X Link @TransEnergy 2025-08-19T09:37Z 1429 followers, XXX engagements

"@OptionAlert Unusually heavy option volume on today's open include $AMP $CTVA $TRGP $NTRS and $FICO"
X Link @TransEnergy 2025-10-02T15:56Z 1429 followers, XXX engagements

"Unusually heavy option volume on today's open include $JBHT $AMCR $AJG $RMD and $ROK"
X Link @TransEnergy 2025-10-16T15:33Z 1431 followers, XX engagements