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@BretRosenthal
"$DOCS upgraded to Outperform from In Line at Evercore ISI tgt $70" @BretRosenthal on X 2025-07-09 12:38:20 UTC 2724 followers, XXX engagements
"all I can say is WOW $MP Long $METC #StocksToWatch" @BretRosenthal on X 2025-07-15 14:37:00 UTC 2724 followers, 1639 engagements
"A review of why we are Long $ACHR in under 3min Related $JOBY" @BretRosenthal on X 2025-07-19 19:33:50 UTC 2723 followers, XXX engagements
"While I'm not a seller on that info 👇🤔 It does make me check my Stops and targets 2X and avoid new buys Be content with success" @BretRosenthal on X 2025-07-23 18:41:45 UTC 2723 followers, XX engagements
"$DOCS running on the upgrade #StocksToWatch" @BretRosenthal on X 2025-07-09 14:15:13 UTC 2723 followers, XXX engagements
"$SPY $QQQ $RSP $QQQE etc weakness will be $AAPL strength as money rotates into a place to hide #investing" @BretRosenthal on X 2025-07-16 14:15:53 UTC 2724 followers, XXX engagements
"Coal Stocks: Why Peabody Energy Could Explode Soon $BTU $METC #CoalStocks #METC #PeabodyEnergy #RareEarth #StockMarket #InvestmentStrategy #Dividends #FinancialAnalysis #Utilities #BTU" @BretRosenthal on X 2025-07-12 15:03:38 UTC 2723 followers, 1378 engagements
"$EQT EQT Corp. shares higher by X% ahead of Pennsylvania Energy and Innovation Summit with President Trump and Senator David McCormick tomorrow (57.82 +2.50)" @BretRosenthal on X 2025-07-14 18:57:35 UTC 2723 followers, XXX engagements
"$CLF Cleveland-Cliffs beats by $XXXX misses on revs (9.48 ) Reports Q2 (Jun) loss of $XXXX per share excluding non-recurring items $XXXX better than the FactSet Consensus of ($0.71); revenues rose XXX% year/year to $XXXX bln vs the $XXXX bln FactSet Consensus. Outlook - The Company updated previously guided expectations for the full-year 2025 as follows: Capital expenditures of approximately $XXX million from its previous expectation of $XXX million Selling general and administrative expenses of approximately $XXX million from its previous expectation of approximately $XXX million Steel unit" @BretRosenthal on X 2025-07-21 12:15:48 UTC 2721 followers, XXX engagements
"Don't miss the Wed. Morning Meeting in its entirety Live for all every Wed. 9am est here is the replay. Covering $GLD $XLU $SLV $CPER $DOW $BTU $CNR $HCC $XHB $NAIL $RBLX $IBM $AAPL $CCJ and more" @BretRosenthal on X 2025-07-23 14:32:12 UTC 2723 followers, XXX engagements
"Pentagon says its investment in $MP will ensure a near-term market for rare earths. It also plans to keep working with companies across the supply chain to secure a reliable resilient U.S. supply according to a U.S. Defense official. Soon we get the Pent $METC $UUUU investment news 🤑😘" @BretRosenthal on X 2025-07-15 17:52:44 UTC 2722 followers, XXX engagements
"$VZ Verizon beats by $XXXX beats on revs; raises bottom end of FY25 EPS guidance (40.84 -0.11) Reports Q2 (Jun) earnings of $XXXX per share excluding non-recurring items $XXXX better than the FactSet Consensus of $1.19; revenues rose XXX% year/year to $XXXX bln vs the $XXXXX bln FactSet Consensus. Wireless service revenue in second-quarter 2025 was an industry-leading $XXXX billion up XXX percent year-over-year. Wireless equipment revenue of $XXX billion in second-quarter 2025 up XXXX percent year-over-year. Co issues raised guidance for FY25 sees EPS of +1-3% yr/yr from flat to +3% prior" @BretRosenthal on X 2025-07-21 12:16:14 UTC 2725 followers, XX engagements
"Where's that guy who told me $XXXX was the "correct" entry price for $UUUU Said my trendline drawing skills needed work I assume you are loading up now & I just wanted to say. Thanks for marking up our portfolio 😘 Technical analysis is an art not a science & you are chatting with Vincent 🙇♂" @BretRosenthal on X 2025-07-16 14:51:49 UTC 2723 followers, XXX engagements
"VZ Verizon Communications Inc. Q2 2025 Earnings Call Guidance (41.77 +0.97) Adjusted EBITDA growth for full year: XXX% to XXX% an increase of approximately $125M at the midpoint Adjusted EPS growth: X% to X% Free cash flow guidance for 2025: $19.5B to $20.5B driven by an estimated benefit of $1.5B to $2B from tax legislation" @BretRosenthal on X 2025-07-21 13:44:38 UTC 2724 followers, XXX engagements
"#StocksToWatch on our Whiteboard $SOFI downgraded to Market Perform from Outperform at Citizens JMP $FTI downgraded to Neutral from Buy at BTIG Research" @BretRosenthal on X 2025-07-14 12:43:32 UTC 2724 followers, XXX engagements
"📣 ALERT 📢 I'm realigning ARMR Flagship to book gains on extended ARMR IG positions ex removed $ODD yesterday $DOCS today and build more ARMR TD materials Top #StocksToWatch $PSLV $UGL $AGQ $BTU $CNR $HCC $NUE $CLF $DOW etc" @BretRosenthal on X 2025-07-18 14:51:30 UTC 2722 followers, XXX engagements
"Highlighted #StockToBuy during Morning Meeting just yesterday was. $CLF And it is ripping again this morning $NUE can't won't be far behind" @BretRosenthal on X 2025-07-22 13:41:18 UTC 2722 followers, XXX engagements
"MICROSTRATEGY $MSTR ANNOUNCES IPO OF X MLN SHARES OF STRC STOCK" @BretRosenthal on X 2025-07-21 20:06:43 UTC 2724 followers, XXX engagements
"This is your weekly $BMY public service reminder #StocksToBuy" @BretRosenthal on X 2025-07-23 14:40:43 UTC 2723 followers, XXX engagements
"$CLF Cleveland-Cliffs Q2 2025 Earnings Call Guidance (10.31 +0.83) Q3 costs expected to be down another $XX per ton from Q2 with further reductions in Q4. Full-year 2025 costs expected to be down $XX per ton relative to 2024. EBITDA expected to improve from Q2 to Q3. Shipments in Q3 expected to be similar to Q2 at 4.3M tons" @BretRosenthal on X 2025-07-21 13:45:00 UTC 2721 followers, XXX engagements
"$XLV White House announces regulatory relief for certain stationary sources to promote American security with respect to sterile medical equipment Release (potential related stocks: $ABT $MDT $SYK $ISRG $BSX)" @BretRosenthal on X 2025-07-18 12:00:25 UTC 2725 followers, XXX engagements
"ARMR Axiom Never chase a turnaround story The stock will hit overhead as the ship turns and buying the weakness will be rewarded $CLF" @BretRosenthal on X 2025-07-21 14:25:12 UTC 2721 followers, XXX engagements
"Archer vs. Joby : Aviation Stocks $JOBY EXPLODED Higher Will $ACHR #ACHR #ArcherAviation #JOBY #JobyAviation #StockAnalysis #AviationStocks #StockMarket #Investing #Finance #Trading" @BretRosenthal on X 2025-07-17 17:27:17 UTC 2724 followers, 1107 engagements
"$DNN +1.4% (Announces Additional High-Grade Uranium Mineralization Discovered at McClean South)" @BretRosenthal on X 2025-07-21 12:16:26 UTC 2724 followers, XXX engagements
"CRYPTO House procedural vote on cryptocurrency legislation fails by a vote 196-222 Related stocks: #BTC $BITO $HOOD $MSTR $COIN $HOOD $CRCL $SOFI $IBKR" @BretRosenthal on X 2025-07-15 18:44:28 UTC 2723 followers, XXX engagements
"Still wondering why $CPER #COPPER weekly chart looks like this @Grok3 Copper Requirements for Colossus X The copper requirements for xAI's Colossus X with GB200 servers are substantial due to the scale of the supercomputer and the reliance on copper-based NVLink and Ethernet interconnects: NVLink Copper Usage:Each GB200 NVL72 rack uses over 5000 copper cables primarily coaxial cables for NVLink with an estimated total length of over X miles (3.2 km) per For larger configurations like NVL36x2 (dual-rack) the copper cable count increases significantly with XXX ACC cables and XXX DensiLink" @BretRosenthal on X 2025-07-22 18:11:49 UTC 2723 followers, XXX engagements
"🤔👇 $IIPR next ex-dividend date for Innovative Industrial Properties Inc. (IIPR) is June XX 2025 with a dividend payment of $XXXX per share payable on July XX 2025" @BretRosenthal on X 2025-06-25 18:19:09 UTC 2723 followers, XXX engagements
"$CLF +1.2% (upgraded to Overweight from Sector Weight at KeyBanc)" @BretRosenthal on X 2025-07-22 12:53:41 UTC 2721 followers, XX engagements
"@MomchilB got to put $XHB $NAIL on the Whiteboard after reaction to $DHI eps today the puck is moving to materials / commodities etc" @BretRosenthal on X 2025-07-22 17:59:47 UTC 2722 followers, XX engagements
"$BMY Bristol-Myers supplemental New Drug Application (sNDA) for Sotyktu (deucravacitinib) for the treatment of adults with active psoriatic arthritis accepted for review across four regions globally (47.36 )" @BretRosenthal on X 2025-07-21 12:16:00 UTC 2725 followers, XXX engagements
"3:30 update for all armrInsiders Lot's to discuss and maybe not what you think So get on the ARMR Slack trading desk ASAP covering $ACHR $CIEN $QBTS $CCJ $UUUU $UEC $MSTR $ARKB $AAPL $GOOGL $METC and more" @BretRosenthal on X 2025-07-16 19:44:54 UTC 2724 followers, XXX engagements
"Started Long $MTEC under $XX And after this week. Long $BTU $CNR $HCC Reward vs Risk from here looks ideal 🧐👇 @eliant_capital" @BretRosenthal on X 2025-07-19 15:03:30 UTC 2725 followers, XXX engagements
"11:30 update for armrInsiders Covering $XHB $NAIL $QBTS $ODD $AAPL $IBM $RBLX Find the live stream on armrSlack trading desk and look for 11:30 time slot if you missed it live #StocksInFocus" @BretRosenthal on X 2025-07-23 15:41:02 UTC 2723 followers, XXX engagements
"$MO assumed with an Underperform at Jefferies tgt $50" @BretRosenthal on X 2025-07-09 12:37:56 UTC 2724 followers, XXX engagements
"Got on $UUUU $UEC yesterday morning to go along with $METC position And they are looking good again today 3min charts below #StocksToWatch" @BretRosenthal on X 2025-07-15 14:22:41 UTC 2724 followers, XXX engagements
"$DOW Dow: White House announces regulatory relief for certain stationary sources to promote American chemical manufacturing security Release (potential related stocks: $DOW $WLKP $CE $HUN)" @BretRosenthal on X 2025-07-18 12:00:45 UTC 2725 followers, XXX engagements
"$XLE Interior Department revises guidelines to speed up plugging of orphaned oil and gas wells Release (potential related stocks: $XOM $CVX $BP $SHEL $OXY $COP $DVN $XLE $USO)" @BretRosenthal on X 2025-07-18 11:59:59 UTC 2724 followers, XXX engagements
"Shared this Short X weeks ago Hope it helped you 😘🤑 $METC Ready to join us on the desk" @BretRosenthal on X 2025-07-15 14:40:18 UTC 2724 followers, XXX engagements
"$BWXT BWX Technologies announces $XXX billion in contracts for naval nuclear reactor components (139.85)" @BretRosenthal on X 2025-07-17 12:26:51 UTC 2724 followers, XXX engagements
"Pharma leading today $PFE $GILD $ABBV And $BMY #StocksToBuy" @BretRosenthal on X 2025-07-08 14:56:27 UTC 2724 followers, XXX engagements
"Alpha is shifting to commodities / materials $CLF $BTU $CNR $HCC $DOW $XHB $NAILS $CCJ $UUUU $UEC $METC $CPER $NUGT $AGQ $UGL and if you are not on it perhaps this would help" @BretRosenthal on X 2025-07-22 18:50:37 UTC 2723 followers, XXX engagements
"$IBM earnings today after the close We own this under $XXX Consider position size going into EPS #StocksToWatch" @BretRosenthal on X 2025-07-23 13:50:27 UTC 2722 followers, XX engagements
"$METC $UUUU $UEC $QBTS $SN $ALAB $ACHR $RBLX These are positions in our ARMR IG Innovative Growth portfolio Truth. When we start making this kind of money In the past it means we are near a top Keep expectations firmly grounded Manage Stops with care and discipline Stop adding new investments Enjoy the ride" @BretRosenthal on X 2025-07-17 18:01:10 UTC 2725 followers, XXX engagements
"$MRNA Moderna: Florida researchers advance toward universal cancer vaccine study shows per CNBC (35.15 +2.42) related $PFE #StocksToWatch" @BretRosenthal on X 2025-07-23 16:20:33 UTC 2723 followers, XXX engagements
"If $XLU closes at or above the green box Then I believe every portfolio I manage must have an allocation to utilities either $XLU direct or $AEP $SO $D $NEE & maybe $DUK #investing" @BretRosenthal on X 2025-07-18 14:49:17 UTC 2723 followers, XXX engagements
"Our new $BTU $CNR $HCC positions to go along with $METC should like this.👇🧐" @BretRosenthal on X 2025-07-21 10:19:54 UTC 2725 followers, XXX engagements
"$METC Hitting the target price shared in this Short vid X weeks ago From $10ish to $22+ in X weeks Ready to join us Want to know what we are buying/Selling today as we manage our Virtual Hedge Fund together Here is a good place to begin" @BretRosenthal on X 2025-07-15 16:31:08 UTC 2724 followers, XXX engagements
"every day we get one of these headlines and $SP Y$QQQ $IW etc swoons for 15-30 min and then back on trend 🧐👇🙄" @BretRosenthal on X 2025-07-18 16:28:37 UTC 2723 followers, XXX engagements
"Calling all Insiders Join us on the Slack trading desk 2:30 update Lets have an important conversation about risk management On a day that we are experiencing unreal upside in several ARMR IG positions. Add $BTU $CNR to the list of. $METC $UUUU $UEC $QBTS $SN $ALAB $PLTR $CCJ $ACHR $RBLX" @BretRosenthal on X 2025-07-17 18:30:46 UTC 2724 followers, XXX engagements
"Morning Meeting 9:00 go time Wed. Live Stream open for all to join & bring your questions Covering: $GLD $XLU $SLV $CPER $DOW $BTU $CNR $HCC $XHB $NAIL $RBLX $IBM $AAPL $CCJ and more" @BretRosenthal on X 2025-07-23 12:55:55 UTC 2723 followers, XXX engagements