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@TannersTrades "@marketplunger1 Happened to me with $OZON in XX (Russian). Never had another on my book. Lost 2ish% overnight"
X Link @TannersTrades 2025-10-10T20:30Z 5994 followers, 2699 engagements

"@justinsmokess @ConnorJBates_ You lost me at Robinhood"
X Link @TannersTrades 2025-10-11T17:08Z 5583 followers, XX engagements

"In January I outlined the immense power problem that comes with AI no matter what. This problem includes both power related equipment and systems such as $VRT $GEV $CAT $PSIX as well as outright generation from IPP's such as $VST $CEG. This article explores the issues"
X Link @TannersTrades 2025-10-02T14:27Z 6309 followers, 3934 engagements

"I just finished writing my newsletter about: - Rare Earth Ecosystem - AI Compute - Individual names I like for next week: $STX $USAR $GEV $ANET $TAC $OKLO - $HIMS super run analysis Check it out"
X Link @TannersTrades 2025-10-12T17:26Z 6310 followers, 4990 engagements

"@anandragn OKLO was looking at a really insane day without all that news as well"
X Link @TannersTrades 2025-10-11T19:37Z 5885 followers, XXX engagements

"$CLS Celestica TML Analysis: Since April $CLS has outperformed huge growers like $PLTR $GEV and $ALAB. View the fully annotated technical fundamental and broad market analysis on how CLS has grinded to a staggering 2500% in just over a year below:"
X Link @TannersTrades 2025-08-24T16:52Z 6203 followers, 16.7K engagements

"@dennisc230 $NRG is a peer to $VST. Similar look slightly better weekly and less headline risk with VST recently coming under some pressure for potentially overpaying for new plants. No double inside day though. (I own both)"
X Link @TannersTrades 2025-10-13T22:57Z 6196 followers, XXX engagements

"@Simemeulation @JamesTrvdes Fr lol"
X Link @TannersTrades 2025-10-11T22:16Z 5781 followers, XX engagements

"Why are Rare Earth Metals Important Below I have put together why. You will find: - key investments from Trump such as $MP $LAC $TMQ and $CRML - Where Neodymium is used: $SMCI $DELL $VRT - Copper supply chain: $SCCO $FCX $TECK $TGB - Lithium: $TSLA $FSLR $NRG - The truth that China does have a dominant rare earth stash and more. Bookmark to save this you will want it as this theme is only now starting to feel the supply pinch"
X Link @TannersTrades 2025-10-09T17:40Z 6311 followers, 517.8K engagements

"The way I see it is this: Charts and graphs aside Trump has laid the foundation for an equities bull cycle via the direct purchase of securities and these geopolitical bickering matches will not end it. Additionally CoreWeave OpenAI and NVIDIA have set in motion AI compute facilities development that industry friends have informed me is only just beginning. So either the market dies here a couple Months after a US stock portfolio is created and hundreds of billions of capex is spent or Big Don is going to continue to cut checks to keep this cat purring. In any case my portfolio activity will"
X Link @TannersTrades 2025-10-11T15:34Z 6309 followers, 3011 engagements

"@RealAdamWy The long term answer is obviously nuclear preferably SMR on-site. The short term band-aid is solar. $FSLR $ENPH ect"
X Link @TannersTrades 2025-10-07T16:07Z 6282 followers, XXX engagements

"@SixSigmaCapital Extremely linear too. $ALM daily a thing of beauty"
X Link @TannersTrades 2025-10-13T11:12Z 6150 followers, XXX engagements

"The Robotics Ecosystem: - Major metal components $UUUU $NB $MP $FCX - Battery players $QS $AMPX $ENVX - Humanoid $TSLA $HON $TER - Logistics applications $AMZN $SYM $SERV - Defense $AVAV $LMT $DPRO Bookmark this and thanks to @HankRuehl for helping"
X Link @TannersTrades 2025-10-13T15:24Z 6311 followers, 187.9K engagements

"@ConnorJBates_ Someone is always the bottom and its never some swing trader with SMA rules. Everyone wants to be the big dog but no one wants to do big dog shit"
X Link @TannersTrades 2025-10-11T15:23Z 6094 followers, 1574 engagements

"@adiiii44 @PrimeTrading_ $ALAB would fall under networks as they server as a manufacturer of what connects equipment to the compute side of the datacenter. Heres some additional info:"
X Link @TannersTrades 2025-10-03T17:54Z 6288 followers, 2812 engagements

"Im not entirely sure why there is so much confusion around $OKLO Later last year the power problem was widely recognized as real in the datacenter ecosystem. Players that stood to gain included $VST $CEG $NRG $TLN as IPPs all of which move pretty slow and only have moderate nuclear portfolios. Speculation ran hot then and its running hot now as individuals seek to add exposure to this industry/thesis with a faster moving vehicle. OKLO satiates that niche perfectly. It has Sam Altmans paws on it reasonably structured despite being a SPAC and has proven to be liquid for over a year now. Is it"
X Link @TannersTrades 2025-10-14T22:26Z 6310 followers, 1488 engagements

"Every AI Ecosystem Combined: Below is a graphic that fully encompasses the AI supply chain from energy creation to compute. Over the last year and half I have made the power demand trade the largest position of my entire career. In every instance of innovative greatness the foundation is a strong energy supply. If AI is to be what we all hope it will companies like $CRWV $AMZN $GOOG $MSFT and $ORCL will need to either fund or build their own energy grids. The last thing any administration would want is its citizens picking up a monstrous utilities bill every month at the hand of mega"
X Link @TannersTrades 2025-09-30T13:00Z 6308 followers, 18.2K engagements

"@pmarca Ideally we get an IPO sometime in this lifetime"
X Link @TannersTrades 2025-10-13T02:02Z 6274 followers, XXX engagements

"Should have a look into $TGEN. Partnership with $VRT for marketing their nat gas chillers. Good piece of tech w/ big moat. Also $PSIX as miniature version of $CAT same idea good piece of tech better growth story than TGEN. In any case all apart of my core Datacenter equipment basket. Heres a better visual I made as well"
X Link @TannersTrades 2025-10-02T00:13Z 6154 followers, 7999 engagements

"@WagieCapital Guy just didnt read the tweet nice"
X Link @TannersTrades 2025-10-15T00:19Z 6310 followers, XXX engagements

"@break_n_retest Its all good. You can find me right here on the timeline"
X Link @TannersTrades 2025-10-13T01:07Z 6243 followers, XX engagements

"In my long term portfolio its probably $ONON. Ive got a 2022 cost basis on it but generally speaking it hasnt performed all that well. Its pretty expensive foreign and facing a lot of production headwinds with tariffs. All that said I think the disruption of big shoe is nearly complete and brands like adidas and Nike are out for Oncloud and Hoka"
X Link @TannersTrades 2025-10-06T22:27Z 5502 followers, XXX engagements

"Data centers need Equipment: Hyperscaler training and data packed facilities are the future theres no disputing that however these industries are still unproven and there is an immediately profitable opportunity right in front of our faces In my career my biggest and easiest winners have been consistent industries experiencing supply chain shocks that drive EPS or demand without sacrificing margins. The coolers generators switches and other components are not new technologies but experiencing a spurt of growth that IS changing their fundamental profiles These are secular businesses with"
X Link @TannersTrades 2025-10-02T22:09Z 6274 followers, 16.3K engagements