@fundmyfund π¦ Fund.Drone.DefenseTech.Photonics $LPTH $UMAC ππ¦ Fund.Drone.DefenseTech.Photonics $LPTH $UMAC π posts on X about $lpth, $umac, in the, $lite the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks #6122 finance 23.37% cryptocurrencies 9.14% technology brands 4.79% countries 2.9% exchanges 0.73% social networks 0.73% celebrities 0.58% automotive brands 0.58% musicians 0.44%
Social topic influence $lpth #1, $umac #2, in the 6.68%, $lite #16, $lasr #2, the first 4.21%, if you 4.21%, $velo #8, company #1840, $crdo #119
Top accounts mentioned or mentioned by @grok @skrubin @connorjbates @cruxcapital @denebulord @blackscholesman @vastcnc @niraoo7 @samsaiworld @evansall @toekneecapital @mwb741 @oceanus23686454 @cheekybaua @aktienakademie @tleroy5 @d27357 @fantasymandan @bussinbiotech @systemdaddyai
Top assets mentioned Unusual Machines, Inc (UMAC) Lumentum Holdings Inc. Common Stock (LITE) nLIGHT, Inc. Common Stock (LASR) Velo (VELO) Credo Technology Group Holding Ltd (CRDO) Ondas Holdings Inc. Common Stock (ONDS) Karman Holdings Inc (KRMN) Teradyne, Inc. (TER) Kratos Defense & Security Solutions, Inc. (KTOS) Sandisk Corporation (SNDK) Neogen Corp (NEOG) Coherent Inc (COHR) Almonty Industries Inc. Common Shares (ALM) AeroVironment, Inc. (AVAV) Volatility Shs TR 2X Ether ETF (ETHU) HealthSci.AI (HSAI) Elbit Systems Ltd (ESLT) Corning Incorporated (GLW) Bloom Energy Corporation (BE) AIRO Group Holdings, Inc. (AIRO) Uber Technologies, Inc. (UBER) NVIDIA Corp. (NVDA) Innovative Solutions & Support (ISSC) Planet Labs PBC (PL) Exxon Mobil (XOM) Allegro Microsystems Inc (ALGM) Viavi Solutions Inc. Common Stock (VIAV) Intuitive Machines, Inc. (LUNR) 1stdibs.com, Inc. (DIBS)
Top posts by engagements in the last [--] hours
"@Braczyy The $GLL has begun"
X Link 2026-01-29T14:15Z [----] followers, [----] engagements
"North of $12.80 tomm or early next week it can go. $LPTH Brilliant day today look at that volume bar - it is going to be the highest or 2nd highest of the year. MACD could cross positive soon too. Unfortunately the market environment has taken a turn for the worse but in a vacuum today was an A+ day technically. Following an A+ day fundamentally yesterday. Nice to see it get out of Rodney Dangerfield territory. Gap filled $LPTH Your move now Dikembe. https://t.co/5igZpYIwNz Gap filled $LPTH Your move now Dikembe. https://t.co/5igZpYIwNz"
X Link 2026-02-12T20:00Z [----] followers, [----] engagements
"I am not a knife catcher in this one. I save that for very few exceptions like a $LPTH pullback I just wait for charts to turn positive and then try to catch the middle 3/4 of the move. There is a saying the first 1/8th and the last 1/8th of a move are the most expensive (i.e. you can lose a lot of capital trying to catch the bottom) So I just try to catch the middle as often as possible and rinse wash repeat week after week month after month Shorter answer: no price point whenever the chart says its safer to attempt an entry https://twitter.com/i/web/status/2022374320484294914"
X Link 2026-02-13T18:16Z [----] followers, [---] engagements
"Did some $GLL this morning before the open Inverse gold $GLD I am already selling it because parabolic moves are scary. Quick snipe - At some point that thing is going to run 40-50% easy. See linked post. @Braczyy The $GLL has begun @Braczyy The $GLL has begun"
X Link 2026-01-29T15:20Z [----] followers, [----] engagements
"$AVAV all the way back to the [---] day. Wowza. That's one way to fill a gap. $AVAV Your [----] rally is now gone. π«‘ https://t.co/LOYFND47z0 $AVAV Your [----] rally is now gone. π«‘ https://t.co/LOYFND47z0"
X Link 2026-02-02T16:06Z [----] followers, [----] engagements
"Nice move in $KLIC yest Semi equip/testing low key bull market. I went with $TER yesterday ************* The semiconductor equipment maker posted non-GAAP earnings of $0.44 per share which was well ahead of the $0.33 forecast. Revenue came in at $199.6 million for the quarter beating the anticipated $190 million and marking a 20.2% increase compared to the same period in the previous year. Looking ahead the company provided a strong forecast for its first quarter of [----] expecting net revenue to be between $220 million and $240 million. Started $TER via $TERG Semi equip / testing has been a"
X Link 2026-02-06T12:44Z [----] followers, [----] engagements
"They still love the tungsten $ALM This was the only other thing I was considering buying yest - in better market would have been in on it $ALM Tungsten is where it's at https://t.co/YwC2ryDOUt $ALM Tungsten is where it's at https://t.co/YwC2ryDOUt"
X Link 2026-02-06T15:20Z [----] followers, [---] engagements
"First pass at a $VELO financial model. Lots of moving parts and even the co is having difficulty modeling themselves. $VELO first pass of a [----] financial model Difficult to guestimate [----] revenue; they had a guide for [----] of $50-60M. Very choppy quarters of anywhere from $9M to $13M past year. Trailing four quarters $49M. YTD [----] is $36.5M. So their [--] guide means Q4 could be https://t.co/3VImcaviGo $VELO first pass of a [----] financial model Difficult to guestimate [----] revenue; they had a guide for [----] of $50-60M. Very choppy quarters of anywhere from $9M to $13M past year. Trailing"
X Link 2026-02-09T13:44Z [----] followers, [----] engagements
"@pminvest288 @skrubin You are absolutely correct. The algos cannot discern. The higher the payout the more business to $LPTH long term. And these are not payouts for [--] year of business but a decade"
X Link 2026-02-11T21:56Z [----] followers, [---] engagements
"CEO executing on every item he says. We have an all star @skrubin $LPTH EPS doesn't mean a thing right now (algos care no one else should) - we are going full bore to swallow the big contracts. These aren't [--] month contracts or [--] year contracts. These are decade long contracts. Once you have all the contracts running in the background then you flip the thermostat to thinking about profits. Hopefully not until [----] at the earliest. π $LPTH Sam checking boxes off his list and executing. Bigger lenses - higher ASP - long term programs - parlayed into access into new programs down the road in"
X Link 2026-02-12T01:37Z [----] followers, [----] engagements
"Bid ask is .40 on $LPTH Well that's . something. Algos going berserk. Usually its a nice tight spread"
X Link 2026-02-12T14:39Z [----] followers, [---] engagements
"Let's keep doing that "go up" thing $LPTH I added some Jan 27s at the open as I think this should be mid teens right now. If they provided guidance the algos could read it probably would have gapped up closer to that. Sector still not in favor but well I laid out a few thousand word thesis on my thoughts. Mutumbo ahead. $LPTH decent start. Should be mid teens PPS if people had their heads on right. Let's see at [--] PM. They need to branch out to oil pampers cola etc to hold the gains in this current mkt. https://t.co/pkmLAHULH0 $LPTH decent start. Should be mid teens PPS if people had their"
X Link 2026-02-12T15:11Z [----] followers, [----] engagements
"$LPTH brilliant day yesterday as it closed at HOD in a turrible tape. This is why I love that they don't offer guidance. Was able to resize up in the wacky opening [--] minutes at mid $10s when the bid/spread was .40 (Jan 27s) - then as it showed rel str through the morning added commons and Sep 26s. If they had a formal guidance that would all of happened either the night before or in pre mkt IMO so main beneficiaries would have been the algo firms not retail. By noon I was "damn big" as I was already nearing 10% allocation on Jan 28s on purchases in $10 and $9 areas. Taken in a vacuum this"
X Link 2026-02-13T12:29Z [----] followers, [----] engagements
"My breakdown of $LPTH Q2 [--] the opportunity my strategies. The technical picture obviously changed dramatically in [--] hours. When I wrote the bulk of this the stock was -6% in post market. Nice to see the stock not get the Rodney Dangerfield treatment yesterday. My target is $80M+ revenue by fiscal Q4 [----] (Jun 30) and $100M+ by end of calendar year. The eventual path is $300M+ revenue. I trust the humble CEO to steer us there. https://t.co/wj8t20sDLb https://t.co/wj8t20sDLb"
X Link 2026-02-13T12:54Z [----] followers, [----] engagements
"$LPTH want this to close above the orange line today Dikembe is omnipresent $LPTH brilliant day yesterday as it closed at HOD in a turrible tape. This is why I love that they don't offer guidance. Was able to resize up in the wacky opening [--] minutes at mid $10s when the bid/spread was .40 (Jan 27s) - then as it showed rel str through the morning https://t.co/aACWFrm2H3 $LPTH brilliant day yesterday as it closed at HOD in a turrible tape. This is why I love that they don't offer guidance. Was able to resize up in the wacky opening [--] minutes at mid $10s when the bid/spread was .40 (Jan 27s) -"
X Link 2026-02-13T14:40Z [----] followers, [----] engagements
"$LPTH positive MACD cross happening; thought that might take til next week but getting it now. Nice little checkback this morning to where it should everything looks good [--] hour in. Long day to go. $LPTH I like how the stonk magically bounced off my random orange line on the first flush of the day Men's astrology https://t.co/p9U8lz7cll $LPTH I like how the stonk magically bounced off my random orange line on the first flush of the day Men's astrology https://t.co/p9U8lz7cll"
X Link 2026-02-13T15:30Z [----] followers, [----] engagements
"@jfsrev What service is saying $LPTH is office equip. I did giggle a little inside"
X Link 2026-02-14T16:36Z [----] followers, [---] engagements
"Singapore $EWS bounce off [--] ABA Q1 Germany didn't get all the way to the [--] yest $EWG ABA Anywhere but America Q1 https://t.co/1FhPkTyBQC Germany didn't get all the way to the [--] yest $EWG ABA Anywhere but America Q1 https://t.co/1FhPkTyBQC"
X Link 2025-03-05T15:49Z [----] followers, [---] engagements
"Interesting ETF came thru screener $CNRG low volume tho $BE $EOSE $RUN $DQ $SEDG $AMER $FLNC $BLDP $AMSC $SHLS in top [--] Bloom Energy Corporation 7.71% BE Eos Energy Enterprises Inc. 5.84% EOSE Sunrun Inc. 4.08% RUN Daqo New Energy Corp. 3.97% DQ SolarEdge Technologies Inc. 3.66% SEDG Ameresco Inc. 3.37% AMRC Fluence Energy Inc. 3.29% FLNC Ballard Power Systems Inc. 3.02% BLDP American Superconductor Corporation 3.01% AMSC Shoals Technologies Group Inc. 2.99% SHLS https://twitter.com/i/web/status/1987551504895725769 https://twitter.com/i/web/status/1987551504895725769"
X Link 2025-11-09T16:03Z [----] followers, [---] engagements
"$FCEL should be in absolute free fall along with all these growth stonks. It isn't. Says something. I have underwater [--] & [--] LEAPs small. Looking to add sooner rather than later based on $BLDP $BE earnings. Was actually waiting for it to crash a bit but it hasn't. Speculative. $FCEL vs $BE $FCEL like $PLUG like $BLDP like who knows how many eventually died off has been a "fake it til you make it" co for many years - even up to a month ago I characterized it with the sh**co's. The stocks rise a few times a year during massive speculative periods https://t.co/PwC2vLREpC $FCEL vs $BE $FCEL like"
X Link 2025-11-13T15:27Z [----] followers, [---] engagements
"Going to start tracking $BLDP closer - same fuel cell space as $BE $FCEL but a focus on transportation things rather than say data centers like the other [--]. So doesn't quite have the same tailwinds but they did get a huge revenue spike this quarter. And their stationary business (not mobile) did get a spike of 651% (but off a tiny base) YoY to $3.8M. Like $FCEL it's been lost in the wilderness for decades. But maybe the time is now for these [--]. These are some pretty impressive metrics but they picked an awful time to report them in terms of the hate for growth right now. First really nice"
X Link 2025-11-16T16:41Z [----] followers, [----] engagements
"$BACQ brought to you by the folks who got $LUNR $USAR out into the world SPAC is a dirty world but in a relative sense at least those [--] are viable companies unlike most of the sh** @chamath hoisted upon the plebs. Did some @MerlinAero homework over weekend $BACQ AI for planes. Has a $105M contract but its very open ended and I could not tell duration or when it hits. Didn't feel like it was all in [----] or [----] but I could be wrong couldn't ascertain in the filings. But won't really https://t.co/UfqGlgyiG5 Did some @MerlinAero homework over weekend $BACQ AI for planes. Has a $105M contract but"
X Link 2025-11-18T16:31Z [----] followers, [----] engagements
"$BACQ your downside is now .60 @MerlinAero I have been acquiring $BACQR myself. $BACQ brought to you by the folks who got $LUNR $USAR out into the world SPAC is a dirty world but in a relative sense at least those [--] are viable companies unlike most of the sh** @chamath hoisted upon the plebs. $BACQ brought to you by the folks who got $LUNR $USAR out into the world SPAC is a dirty world but in a relative sense at least those [--] are viable companies unlike most of the sh** @chamath hoisted upon the plebs"
X Link 2025-11-23T15:50Z [----] followers, [----] engagements
"$DIBS Missed my limit buy this morning by .05 at the [--] ema. Bummer. $DIBS breakout out of flag. Weekend highlight https://t.co/rDZe3Y753s $DIBS breakout out of flag. Weekend highlight https://t.co/rDZe3Y753s"
X Link 2025-11-25T17:18Z [----] followers, [---] engagements
"$DIBS out to [--] week highs Missed by limit order by a nickel yesterday. Bummer but it means the process is working. $DIBS Missed my limit buy this morning by .05 at the [--] ema. Bummer. https://t.co/zs8HtDNJfa $DIBS Missed my limit buy this morning by .05 at the [--] ema. Bummer. https://t.co/zs8HtDNJfa"
X Link 2025-11-26T17:39Z [----] followers, [---] engagements
"A quick look at $LGN A @pennycheck special This is one of those no one will pay attention to and most likely in [--] years will be +100% PPS as they are not in an exciting sector. Basically HVAC piping electrical plus the associated design services for new buildings. 40% of sales are data center buildings along with a good chunk of life sciences (20%) and education (20%). They service both existing and new builds. Lower gross margin due to sector it's in @ 20%. Revenue +26% YoY last Q to $708M - annual run rate $2.8B+ They usually acquire smaller companies but just announced a massive"
X Link 2025-11-28T13:21Z [----] followers, [----] engagements
"$TDC whatever the heck they are doing the mkt is liking it Teradatas third quarter saw a positive market response with management attributing the upside to progress in annual recurring revenue and improved operating efficiency. CEO Stephen McMillan emphasized the companys acceleration in total ARR growth citing strong customer adoption of Teradatas AI and hybrid cloud offerings. The companys focus on enterprise AI workloads and hybrid deployment flexibility resonated with clients across industries while cost controls and a shift in the services business contributed to margin expansion."
X Link 2025-12-01T15:16Z [----] followers, [---] engagements
"$NRDS nice move Not in $NRDS https://t.co/3vag4TIycA $NRDS https://t.co/3vag4TIycA"
X Link 2025-12-01T17:48Z [----] followers, [---] engagements
"$DIBS continues on no one will talk about it. Missed my limit buy entry by a nickel. Annoying. $DIBS out to [--] week highs Missed by limit order by a nickel yesterday. Bummer but it means the process is working. https://t.co/2ZsvtrQNZV $DIBS out to [--] week highs Missed by limit order by a nickel yesterday. Bummer but it means the process is working. https://t.co/2ZsvtrQNZV"
X Link 2025-12-01T19:06Z [----] followers, [---] engagements
"$DIBS continues You never know which one will go like this - usually it's the one you do NOT pick tho π
$DIBS continues on no one will talk about it. Missed my limit buy entry by a nickel. Annoying. https://t.co/RFwD8RN1y9 $DIBS continues on no one will talk about it. Missed my limit buy entry by a nickel. Annoying. https://t.co/RFwD8RN1y9"
X Link 2025-12-02T18:15Z [----] followers, [---] engagements
"$GLBE from weekend review. Quiet continuation. $GLBE b/o Monday. Overview Global-e Q3 [----] revenue grows 25% beating analyst expectations Adjusted EBITDA for Q3 [----] increases 33% year-over-year Company announces $200 mln share repurchase program Outlook Global-e raises FY [----] GMV guidance to $6.404 bln - $6.524 bln https://t.co/4ZBLESiHnn $GLBE b/o Monday. Overview Global-e Q3 [----] revenue grows 25% beating analyst expectations Adjusted EBITDA for Q3 [----] increases 33% year-over-year Company announces $200 mln share repurchase program Outlook Global-e raises FY [----] GMV guidance to $6.404"
X Link 2025-12-03T02:38Z [----] followers, [---] engagements
"As always the one you dont go heavy on goes to the moon $DIBS What a move $DIBS continues You never know which one will go like this - usually it's the one you do NOT pick tho π
https://t.co/IG8DgCljIY $DIBS continues You never know which one will go like this - usually it's the one you do NOT pick tho π
https://t.co/IG8DgCljIY"
X Link 2025-12-03T14:55Z [----] followers, [---] engagements
"The $AMKR $DIBS $ARWR portfolio is exactly what they said on financial entertainment TeeVee to be in Of course despite charting them went with other names myself π
How it almost always works. Basket of [--] names - pick the other [--]. Probabilities - you can just find the setups and then you never know which ones are going to be the bangers. Furus know of course 97.7% win rate. (sign up for their $129.99 monthly discord pls) The rest of us are just left with placing bets on the ponies and hoping the ones we pick win the race. Even 2nd or 3rd place works. Got a lot of 2nds and 3rds this time"
X Link 2025-12-03T16:08Z [----] followers, [---] engagements
"They will regret not doing so in [--] years. $TDY $LPTH If I am FLIR I am in Orlando on a flight offering Sam $20 a share today. You have upwards of a $200M ARR company potentially in [--] years. You get the technology. You take out a competitor. If I am FLIR I am in Orlando on a flight offering Sam $20 a share today. You have upwards of a $200M ARR company potentially in [--] years. You get the technology. You take out a competitor"
X Link 2025-12-16T18:26Z [----] followers, [---] engagements
"$HWM comes up on my weekly screening a lot - I never get into it. Looks like it was a nice set it and forget it +70% type of return this year with little sweat aside when we were liberated in April from Biden. Howmet $HWM is buying Stanley Black & Deckers $SWK aerospace fastener unit Consolidated Aerospace Manufacturing for $1.8B cash. Howmet expects CAM to do about $485M to $495M of FY26 revenue with 20%+ adj. EBITDA margin pre-synergies and says tax benefits plus synergies put https://t.co/jJAlNm7spv Howmet $HWM is buying Stanley Black & Deckers $SWK aerospace fastener unit Consolidated"
X Link 2025-12-22T14:08Z [----] followers, [---] engagements
"We are all smart again $VERA $VERA https://t.co/vgIu7W1MRw $VERA https://t.co/vgIu7W1MRw"
X Link 2025-12-22T15:29Z [----] followers, [----] engagements
"$VERA incredible move We are all smart again $VERA https://t.co/X7UtKxVyzM We are all smart again $VERA https://t.co/X7UtKxVyzM"
X Link 2025-12-24T15:49Z [----] followers, [---] engagements
"European mega banks quietly have gone nuts $BCS"
X Link 2025-12-27T13:03Z [----] followers, [---] engagements
"Throw a dart at any rock chart - make 30% in under a month $AUGO"
X Link 2025-12-27T13:21Z [----] followers, [---] engagements
"$KVYO looks interesting although sector has lost some steam $KVYO Well it will be interesting to see if this is a [--] day algo move based on 'cheaper compute' yada yada or this is the next major space $IGV https://t.co/c04ds4DYKg $KVYO Well it will be interesting to see if this is a [--] day algo move based on 'cheaper compute' yada yada or this is the next major space $IGV https://t.co/c04ds4DYKg"
X Link 2025-12-31T15:05Z [----] followers, [----] engagements
"$KVYO last new starter for [----] I like the small range tightening and just above the [--] ema so easy less than 2% stop out if goes against me. Will add if it breaks out and out if breaks down. ATR 3.2% so won't be a wild mover. "Marketing automation" π€·β ********************* Overview Klaviyo Q3 revenue grows 32% yr/yr to $310.9 mln beating analyst expectations Company raises FY25 revenue guidance to $1.215 bln-$1.219 bln indicating 30% growth Klaviyo reports net loss for Q3 despite strong revenue growth Outlook Klaviyo raises FY25 revenue guidance to $1.215 bln to $1.219 bln Company expects Q4"
X Link 2025-12-31T19:09Z [----] followers, [----] engagements
"$TYRA new to me"
X Link 2026-01-01T18:03Z [----] followers, [---] engagements
"@grok remind me of the above post 12/15/2026 Potential smaller cap doubles next [--] months $LPTH $UMAC $FEIM $RCAT $DPRO $ONDS $VELO $KOPN $AMPX $CCCX $AXTI $KRKNF"
X Link 2026-01-02T04:07Z [----] followers, [----] engagements
"$KVYO first stop of [----] secured Disappointing action fell out of this nice range Here is to many more $KVYO last new starter for [----] I like the small range tightening and just above the [--] ema so easy less than 2% stop out if goes against me. Will add if it breaks out and out if breaks down. ATR 3.2% so won't be a wild mover. "Marketing automation" π€·β https://t.co/p52kDR8r2M $KVYO last new starter for [----] I like the small range tightening and just above the [--] ema so easy less than 2% stop out if goes against me. Will add if it breaks out and out if breaks down. ATR 3.2% so won't be a wild"
X Link 2026-01-02T14:47Z [----] followers, [----] engagements
"Wish I found this one Wed $TYRA $TYRA new to me https://t.co/lKy6op0Ife $TYRA new to me https://t.co/lKy6op0Ife"
X Link 2026-01-02T15:13Z [----] followers, [---] engagements
"Stop losses help. wow. $KVYO Would take this setup [---] out of [---] times. Nasty. $KVYO first stop of [----] secured Disappointing action fell out of this nice range Here is to many more https://t.co/XS9NZ4UKJM $KVYO first stop of [----] secured Disappointing action fell out of this nice range Here is to many more https://t.co/XS9NZ4UKJM"
X Link 2026-01-02T16:25Z [----] followers, [---] engagements
"$EOPSF I think that's another @BlackScholesMan special. Either he or @pennycheck . or both"
X Link 2026-01-02T18:34Z [----] followers, [---] engagements
"Didn't know there was a levered $XRP ETF but behold. $UXRP wowza $XRPUSD https://t.co/PVXxYi9Buq wowza $XRPUSD https://t.co/PVXxYi9Buq"
X Link 2026-01-05T20:34Z [----] followers, [---] engagements
"I don't even know what $SUIUSD is but there is a 2X ETF for it $TXXS Peak Cramerica right here"
X Link 2026-01-05T20:39Z [----] followers, [---] engagements
"Only annoyance this morning but seems to be holding in there ok now $JOBY $JOBX $JOBY sideways still ok $JOBX Below blue = bye https://t.co/3ZXI0OO3rX $JOBY sideways still ok $JOBX Below blue = bye https://t.co/3ZXI0OO3rX"
X Link 2026-01-07T17:27Z [----] followers, [---] engagements
"Don't talk about $AIRO much as it's the red headed stepchild (no offense to red headed stepchildren) of drones as one of the worst IPOs of [----] but has begun to move with the sector $AIRO like to check in once a month to see if it indeed is still a contender for worse IPO of the year. A: Yes. https://t.co/6x7iH6jCWZ $AIRO like to check in once a month to see if it indeed is still a contender for worse IPO of the year. A: Yes. https://t.co/6x7iH6jCWZ"
X Link 2026-01-08T14:18Z [----] followers, [----] engagements
"@grok $FEIM is wrong - it is about 8% Frequency Electronics is the company name"
X Link 2026-01-09T18:15Z [----] followers, [---] engagements
"$UMAC will be @ Needham Growth this week. A lot of companies owned or on primary watch list should be at this one. $OUST $ONDS $SKYT $IMSR $PLAB amongst others will be there. Nothing like a fireside chat to get the year going. ******************* Unusual Machines Inc. (NYSE American:UMAC) a leading provider of NDAA-compliant drone components will participate in the 28th Annual Needham Growth Conference on January [--] and [--] in New York City. Unusual Machines' CEO Allan Evans and COO Drew Camden will be available for one-on-one meetings with investors during the conference. Management will also"
X Link 2026-01-10T13:34Z [----] followers, [----] engagements
"$KEX broke out bigly Monday and had a strong chart even before then while market was flopping around. Quick digging finds it has some good exposure to the power generation thesis. Thought it was a transport. π€·β Well I guess like $F and $FTAI we are now all either power generation or power storage companies. Power generation continues to be a strong contributor with sustained demand from data centers and industrial customers driving order growth. In the power generation market revenues grew 56% and operating income rose 96% year over year respectively owing to solid execution on backlog. $KEX"
X Link 2026-01-10T19:24Z [----] followers, [---] engagements
"Is the great housing turnaround here because dear leader told "representatives" to buy MBS So many false starts in this group for a long time. $ITB $XHB (the former is more housing stonks while the latter is more housing adjacent i.e. $HD $LOW $MAS and such) Dear leader orders the CEO of the [--] year bond to report to his office. When told there is no such CEO he tells Pulte to do something Trump orders mortgage bond purchases to lower rates. These stocks are jumping in response https://t.co/peWJcOQaXA Dear leader orders the CEO of the [--] year bond to report to his office. When told there is"
X Link 2026-01-10T19:35Z [----] followers, [----] engagements
"Been (im)patiently waiting for this to breakout $PONY $PONX $PONY day [--] sitting here on its clearance of resistance. But not "going". Still willing to sit with it but would like to see it pony up sooner rather than later $PONX https://t.co/iA05ddQxuQ $PONY day [--] sitting here on its clearance of resistance. But not "going". Still willing to sit with it but would like to see it pony up sooner rather than later $PONX https://t.co/iA05ddQxuQ"
X Link 2026-01-11T18:16Z [----] followers, [----] engagements
"$HSAI holding gains from $NVDA news $HSAI well that explains it. Shares of Chinese sensor maker Hesai Group rose sharply after the company was selected by Nvidia as a hardware partner for its autonomous-driving technology platform. The share-price gains came after Hesai said Tuesday that it was selected as a $HSAI well that explains it. Shares of Chinese sensor maker Hesai Group rose sharply after the company was selected by Nvidia as a hardware partner for its autonomous-driving technology platform. The share-price gains came after Hesai said Tuesday that it was selected as a"
X Link 2026-01-11T19:05Z [----] followers, [----] engagements
"$HSAI has come down nicely to [--] ema and volatility is reducing after the $NVDA news. Looks enticing. Let's see if it can flag a bit and then go later in the week or next. $HSAI holding gains from $NVDA news https://t.co/4c5k1mmlxl $HSAI holding gains from $NVDA news https://t.co/4c5k1mmlxl"
X Link 2026-01-12T15:34Z [----] followers, [----] engagements
"@grok @grok what are the YTD returns of each name in this list as of the current price this morning Please list each name individually and then the average of all [--] names"
X Link 2026-01-13T14:40Z [----] followers, [---] engagements
"@VASTCNC @Vmaxpax Not familiar"
X Link 2026-01-13T19:34Z [----] followers, [---] engagements
"Someone mentioned this to me yest $LWLG Tiny revenue co - looks like a concept play ala $POET $ALMU but I don't know a lot about any of the [--]. $ALMU has been a beast. Traded this once. Never really looked into it. Kept it on a watch list - standing out today $LWLG Looks pre revenue (tiny rev) - some progress on design wins. *************** Lightwave Logic Inc. LWLG (the "Company") a leading provider of high-performance electro-optic https://t.co/gYHXg5Vyiw Traded this once. Never really looked into it. Kept it on a watch list - standing out today $LWLG Looks pre revenue (tiny rev) - some"
X Link 2026-01-13T19:57Z [----] followers, [----] engagements
"@Vmaxpax @VASTCNC Hmm had no idea Who are the companies other than $OII and is it 50% of business Can't be that much"
X Link 2026-01-13T20:21Z [----] followers, [---] engagements
"$ISSC I haven't deep dived this one but watching it past few weeks and it looks right up my alley. Seems like a turnaround story plus some inorganic growth. Defense/military. Led to it by the chart. Just like a few of 2025's big winners ************* Shares of Innovative Solutions & Support climbed after the aviation-electronics company recorded higher quarterly revenue and shared a sales projection for [----]. The company has made progress on its strategic efforts which include corporate rebranding developing new products and investing in information technology and business processes to"
X Link 2026-01-14T16:03Z [----] followers, [----] engagements
"@mrba201 The smart people say forget $DDD and $SSYS and $VELO is [--] of 1"
X Link 2026-01-14T20:22Z [----] followers, [---] engagements
"$ISSC taking a bit off here +7% in under [--] hrs. Its honest work. Started vs blue line $ISSC Should have a positive MACD cross by end of week unless it's a mouse trap tomm https://t.co/WbpXDwEB2x Started vs blue line $ISSC Should have a positive MACD cross by end of week unless it's a mouse trap tomm https://t.co/WbpXDwEB2x"
X Link 2026-01-14T20:46Z [----] followers, [----] engagements
"$LWLG holding [--] ema nicely on this breakout Not in it. @fundmyfund I did. Not a concept. Perkinamine passed the Telcordia GR-468 85/88 stress test that proves it's commercial. On stage [--] (design/prototype) with [--] Fortune [---] companies and 12-15 on stages [--] and [--]. Likely won't see revenue till [----] and it will possibly be S curve adoption so @fundmyfund I did. Not a concept. Perkinamine passed the Telcordia GR-468 85/88 stress test that proves it's commercial. On stage [--] (design/prototype) with [--] Fortune [---] companies and 12-15 on stages [--] and [--]. Likely won't see revenue till [----] and it will"
X Link 2026-01-15T18:58Z [----] followers, [----] engagements
"$HSAI out of flag post $NVDA news Not in $HSAI has come down nicely to [--] ema and volatility is reducing after the $NVDA news. Looks enticing. Let's see if it can flag a bit and then go later in the week or next. https://t.co/dVFL1Ppe8g $HSAI has come down nicely to [--] ema and volatility is reducing after the $NVDA news. Looks enticing. Let's see if it can flag a bit and then go later in the week or next. https://t.co/dVFL1Ppe8g"
X Link 2026-01-15T20:00Z [----] followers, [----] engagements
"Buy stock symbols that TSwift names her concert tours after they told me. I should have listened. $ERAS I wish I had this as part of my $ERAS tour https://t.co/g0BR4QJUVL I wish I had this as part of my $ERAS tour https://t.co/g0BR4QJUVL"
X Link 2026-01-16T12:25Z [----] followers, [----] engagements
"$LWLG continues to work I continue to not be in it lol $LWLG holding [--] ema nicely on this breakout Not in it. https://t.co/g18lKfrgpS $LWLG holding [--] ema nicely on this breakout Not in it. https://t.co/g18lKfrgpS"
X Link 2026-01-16T14:49Z [----] followers, [----] engagements
"$ISSC adding back here as it does a high tight flag $ISSC taking a bit off here +7% in under [--] hrs. Its honest work. https://t.co/QnBqQ9JPTy $ISSC taking a bit off here +7% in under [--] hrs. Its honest work. https://t.co/QnBqQ9JPTy"
X Link 2026-01-16T16:53Z [----] followers, [---] engagements
"Nice high tight flag on $MCHP - old school chips not the new fangled ones getting all the love Raised guide 1/6 ************** Shares of Microchip Technology rose sharply Tuesday after the chip maker lifted its sales guidance for its latest quarter. Microchip estimated net sales for its fiscal third quarter ended Dec. [--] [----] were around $1.19 billion roughly 4% higher than in the second quarter. The company in November originally forecast sales of $1.11 billion to $1.15 billion before revising its estimate to the top end of that range last month. The company which makes analog semiconductors"
X Link 2026-01-17T13:55Z [----] followers, [---] engagements
"$NEOG if this could sit for another week and let MAs move up could be interesting"
X Link 2026-01-17T14:26Z [----] followers, [---] engagements
"$AXSM I like the flagging"
X Link 2026-01-17T15:17Z [----] followers, [----] engagements
"We are team $LMT over here. $LHX continues to look great with news Wed of the $1B investment from taxpayers and spin off. We are also $LHX fans. $LPTH $KOPN We are team $LMT over here. $LHX also is looking great - we are also team $LHX https://t.co/j0EgdLJRq1 We are team $LMT over here. $LHX also is looking great - we are also team $LHX https://t.co/j0EgdLJRq1"
X Link 2026-01-17T15:45Z [----] followers, [----] engagements
"Was tough to find ideas outside biotech and photonics and metals latter Oct to mid Dec. (hence big cash position was fine) Easy to find ideas since mid December. (press metal to pedal) This was the first weekend in about a month it was difficult to find more than [--] new things. Best ideas are very extended in chart; so you are left to hope those just continued indefinitely which invites more risk profile. Or hope some laggard groups get off the mat. First weekend in about a month not seeing a lot of new setups. Some of the best names are very extended and there is not a plethora of new ideas"
X Link 2026-01-19T14:16Z [----] followers, [----] engagements
"Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to go the track window and place your bets. Which pony actually runs you never know. But this one was a dream run - the stock has not even bothering to touch the [--] ema in a FULL MONTH. Bummed I missed this but it's on my radar go forward. All sorts of contracts raining down on this co. ELBIT SYSTEMS SECURES $275 MILLION CONTRACTS TO EQUIP AN ASIA-PACIFIC COUNTRY HELICOPTER PLATFORM WITH ADVANCED EW"
X Link 2026-01-19T14:50Z [----] followers, [----] engagements
"$ELVN new one; flagging after a huge move"
X Link 2026-01-20T19:13Z [----] followers, [----] engagements
"$CGON new one - huge move and flagging in a wide range If it can do this for another week it would be very compelling"
X Link 2026-01-21T12:26Z [----] followers, [---] engagements
"$ESLT will be more of a focus in the years ahead as a non defense prime making moves. Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to go the track window and place your bets. Which pony actually runs you https://t.co/eOoeeumAFS Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to go the track"
X Link 2026-01-21T12:50Z [----] followers, [---] engagements
"$HSAI has been holding up post $NVDA news $HSAI out of flag post $NVDA news Not in https://t.co/JkwfFlni5S $HSAI out of flag post $NVDA news Not in https://t.co/JkwfFlni5S"
X Link 2026-01-21T12:51Z [----] followers, [---] engagements
"$ELVN zoom zoom Men's astrology $ELVN new one; flagging after a huge move https://t.co/7TnMRfqgFb $ELVN new one; flagging after a huge move https://t.co/7TnMRfqgFb"
X Link 2026-01-21T15:12Z [----] followers, [---] engagements
"$HSAI trying to push out $HSAI has been holding up post $NVDA news https://t.co/B6tJosMeOc $HSAI has been holding up post $NVDA news https://t.co/B6tJosMeOc"
X Link 2026-01-21T15:14Z [----] followers, [----] engagements
"$ISSC held up well thru this $ISSC adding back here as it does a high tight flag https://t.co/ysy3xxC3qK $ISSC adding back here as it does a high tight flag https://t.co/ysy3xxC3qK"
X Link 2026-01-21T19:59Z [----] followers, [----] engagements
"$KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and adjusted EBITDA between $205 million and $215 million Raising fiscal year [----] expectations to revenue between $470 million and $471 million and adjusted EBITDA between $144.5 million and $144.9 million $KRMN Q3 & CC A non prime defense company plying all sort of exciting spaces. @karman_spacedef https://t.co/M4j3tiKJMf Maybe if their CEO wore Hawaiian shirts flip flops and"
X Link 2026-01-21T21:58Z [----] followers, [----] engagements
"I wish I knew the backstory on this $LVLU Been hitting my screens daily I look it up its basically a womens clothing store so dismissed it But goes up every day Is this [--] dude just that powerful Lulu's Fashion Lounge shares were 91% higher at $12.96 after Friedland Enterprises said it has about 5% of the company's shares and is calling for immediate governance reforms to unlock shareholder value. Friedland Enterprises founded by Christian Friedland said in a Schedule 13D filing with the Securities and Exchange Commission that it believes Lulu's shares are significantly undervalued despite the"
X Link 2026-01-22T02:54Z [----] followers, [---] engagements
"$EGY new to me. I would imagine the number of twitter people who own this is below [--]. Independent energy company with a diverse portfolio of production development and exploration assets across Gabon Egypt Cte d'Ivoire Equatorial Guinea Nigeria and Canada"
X Link 2026-01-22T12:54Z [----] followers, [---] engagements
"$KRMN +10% in pre but barely any volume. Just one of the most slept on companies in the market for how important they are. The investing masses will be talking about this name in [--] years. $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and adjusted EBITDA between $205 million and $215 million $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company"
X Link 2026-01-22T13:00Z [----] followers, [----] engagements
"$ISSC today's wart - sitting on [--] ema Needs to hold it or out shortly Defense is getting rotated out of a bit here. $KTOS $AVAV etc $ISSC held up well thru this https://t.co/rTaeQHqs77 $ISSC held up well thru this https://t.co/rTaeQHqs77"
X Link 2026-01-22T15:20Z [----] followers, [---] engagements
"I put a bit of $KRMN on at the gap fill. Trading vs the [--] ema (which it broke yest) All the gaps make me wary but this is co is a beast. Willing to give it a bit of rope. I didn't own any of the holy trinity of $KRMN $KTOS $AVAV after dumping the latter [--] earlier this week and this is my favorite of the [--] so I want to have something there unless the chart breaks down. Smaller position. $KRMN filled the entire gap on blockbuster [----] earnings guidance Could just be tired. I'm wary of all the gaps and relative weakness in $KTOS $AVAV right now https://t.co/YcsJkKSnMZ $KRMN filled the entire gap"
X Link 2026-01-22T16:21Z [----] followers, [----] engagements
"Went to a lot of cash yest pre TACO but those breadth measures say we should still be ok so trying to find some new ideas $HSAI has about 2.5% risk to the [--] ema. A dirty algo would run stops back below the [--] ema to shake people out and then let it run so that's a scenario but nice defined stop loss with a coiling chart. Also like how it acted yesterday when growth stonks got punished and how the daily ranges are not severe i.e. no -9% intraday loss like some of the things I own. [--] ema should be at the upper orange line soon so would help define risk even better. Giving it a whirl. $HSAI"
X Link 2026-01-22T17:27Z [----] followers, [----] engagements
"$ISSC looks to be ok - algos did a quick undercut of [--] ema and we are back into range. Half the job nowadays is trying to think like an algo and what they would do to make your life miserable. Undercut of TODAY's low is now an excellent spot to depart the scene go forward. $ISSC today's wart - sitting on [--] ema Needs to hold it or out shortly Defense is getting rotated out of a bit here. $KTOS $AVAV etc https://t.co/CowqUyfMd4 $ISSC today's wart - sitting on [--] ema Needs to hold it or out shortly Defense is getting rotated out of a bit here. $KTOS $AVAV etc https://t.co/CowqUyfMd4"
X Link 2026-01-22T17:42Z [----] followers, [---] engagements
"$ISSC exiting for now - flat. Will attempt it if it breaks out over top orange. Looks like it needs more time to build a base or could roll over. Has MACD negative cross which I am trying to use more this year to see if it helps (so far so good) $ISSC looks to be ok - algos did a quick undercut of [--] ema and we are back into range. Half the job nowadays is trying to think like an algo and what they would do to make your life miserable. Undercut of TODAY's low is now an excellent spot to depart the scene go forward. https://t.co/WykuoJp26x $ISSC looks to be ok - algos did a quick undercut of 9"
X Link 2026-01-23T15:13Z [----] followers, [---] engagements
"Exiting $HSAI with the 2.5% loss mentioned yesterday when tried the trade. Will revisit if it reclaims upper orange Still has a nice inverse H&S pattern overall Went to a lot of cash yest pre TACO but those breadth measures say we should still be ok so trying to find some new ideas $HSAI has about 2.5% risk to the [--] ema. A dirty algo would run stops back below the [--] ema to shake people out and then let it run so that's a scenario but https://t.co/jHxAuhnxWz Went to a lot of cash yest pre TACO but those breadth measures say we should still be ok so trying to find some new ideas $HSAI has about"
X Link 2026-01-23T17:59Z [----] followers, [----] engagements
"$KRMN exit for safety reasons. paper cut loss as I entered off the [--] ema. Position was small and put on yesterday. Today was a big rotation day and I don't need to be involved in any confusion. If we go back to small caps next week and defense is back en vogue can re-engage. If its going to be $MAGS and space and rare earth like today can re-engage. Main thing is have the capital safe and secured. TRADr not HOLDr talk I put a bit of $KRMN on at the gap fill. Trading vs the [--] ema (which it broke yest) All the gaps make me wary but this is co is a beast. Willing to give it a bit of rope. I"
X Link 2026-01-23T20:13Z [----] followers, [---] engagements
"Wow congrats $USAR peeps - may your grift spread to all of us. Have $MP (hasn't done anything) $UURAF (done good) and added $TMQ $LAR (lithium) Fri so hopefully it helps ************* The Trump administration is taking a 10% stake in USA Rare Earth as part of a $1.6 billion debt-and-equity investment package aimed at helping the company develop a domestic mine and magnet facility two sources familiar with the deal told Reuters. The deal and a separate $1 billion private investment will be unveiled on Monday and Oklahoma-based USA Rare Earth will host a morning conference call with investors"
X Link 2026-01-25T17:07Z [----] followers, [----] engagements
"$KMT is flagging Tungsten More tungsten $KMT hares of industrial materials and tools company Kennametal jumped 8.6% in the afternoon session after Jefferies upgraded the stock to Buy from Hold and raised its price target to $40 from $28 citing an unprecedented spike in tungsten prices. The upgrade https://t.co/B53Qc7lOxs More tungsten $KMT hares of industrial materials and tools company Kennametal jumped 8.6% in the afternoon session after Jefferies upgraded the stock to Buy from Hold and raised its price target to $40 from $28 citing an unprecedented spike in tungsten prices. The upgrade"
X Link 2026-01-25T17:44Z [----] followers, [---] engagements
"Loose flag for this one would like to see it tighten up with less daily range $NEOG $NEOG if this could sit for another week and let MAs move up could be interesting https://t.co/J4AXy11ysu $NEOG if this could sit for another week and let MAs move up could be interesting https://t.co/J4AXy11ysu"
X Link 2026-01-26T14:24Z [----] followers, [---] engagements
"$KRMN great action here I left Friday for safety reasons but watching with hawk eye. One of my favs $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and adjusted EBITDA between $205 million and $215 million $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and"
X Link 2026-01-26T16:08Z [----] followers, [---] engagements
"$ESLT doesn't care about your potential US govt shutdown worries. This and $KRMN very impressive today. Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to go the track window and place your bets. Which pony actually runs you https://t.co/eOoeeumAFS Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to"
X Link 2026-01-26T17:44Z [----] followers, [----] engagements
"I probably should be taking this co more seriously in terms of digging into it based on how teflon the stock is acting $ENLT Enlight Renewable Energy is a leading next-generation global renewable energy platform. We develop greenfield projects and generate power across the key segments of renewable energy accelerating the energy transition toward net-zero worldwide. How to find new winners part [--]. Today in the midst of all the silver and gold winners pre mkt is $ENLT . Never heard of it. Check chart. Oh. Well time to put at top of watch list. Cursory [--] min look says right up my alley. Next:"
X Link 2026-01-26T17:47Z [----] followers, [----] engagements
"Some randoms holding up - non metals $MAIA I missed this one; last Tuesday was the entry point. Impressive stuff"
X Link 2026-01-26T18:58Z [----] followers, [---] engagements
"$HSAI stop losses can help you. 2.5% loss Fri vs . well .this today. Exiting $HSAI with the 2.5% loss mentioned yesterday when tried the trade. Will revisit if it reclaims upper orange Still has a nice inverse H&S pattern overall https://t.co/F3IGkVmnRk Exiting $HSAI with the 2.5% loss mentioned yesterday when tried the trade. Will revisit if it reclaims upper orange Still has a nice inverse H&S pattern overall https://t.co/F3IGkVmnRk"
X Link 2026-01-26T20:05Z [----] followers, [---] engagements
"$FLY dangerous environment for your capital right now. Seeing a lot of damage. We're not in Kansas anymore. The indexes are the indexes but when rando growth stock is down 12-16% and there are [---] of them that's not a conducive environment. The [---] day has been defeated $FLY https://t.co/0s0hJXp5Zj The [---] day has been defeated $FLY https://t.co/0s0hJXp5Zj"
X Link 2026-01-26T20:08Z [----] followers, [----] engagements
"$KRKNF and $OPTX probably the [--] most impressive high growth supplier type names in terms of action today. Palmer people. Then $KRMN which just upped it's guidance bigly last week"
X Link 2026-01-27T02:28Z [----] followers, [----] engagements
"$KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have all the M&A activity in my estimates) just last week. This is a quite acquisitive company. Completely slept on. Hasn't rolled over like $AVAV did and $KTOS sort of is doing. Feel like I need to be back in this one shortly. $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and adjusted EBITDA between $205 million"
X Link 2026-01-27T12:46Z [----] followers, [----] engagements
"Looks like $KRMN got in that same deal as $RDW did No guarantee of revenue π€·β $KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have all the M&A activity in my estimates) just last week. This is a quite acquisitive company. Completely slept on. Hasn't rolled over like $AVAV did and $KTOS https://t.co/tFpvgwV9KB $KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have all the M&A activity in my estimates) just last week. This is a quite acquisitive company. Completely"
X Link 2026-01-27T14:21Z [----] followers, [----] engagements
"No mention of it. They are a very non promotional company. I have scoured relentlessly for 3/4 of a year to find CEO interviews etc. Run into a lot of brick walls. $KRMN This award supports the Department of Wars objectives to expand the munitions industrial base bolster supply chain resiliency and increase domestic production in strategic priority areas. This award will accelerate missile production by increasing capacity across key nodes of https://t.co/tLA6xCh9G4 This award supports the Department of Wars objectives to expand the munitions industrial base bolster supply chain resiliency"
X Link 2026-01-27T14:23Z [----] followers, [---] engagements
"$MAIA dang girl Some randoms holding up - non metals $MAIA I missed this one; last Tuesday was the entry point. Impressive stuff. https://t.co/qmwboJEoEJ Some randoms holding up - non metals $MAIA I missed this one; last Tuesday was the entry point. Impressive stuff. https://t.co/qmwboJEoEJ"
X Link 2026-01-27T14:37Z [----] followers, [---] engagements
"My [--] biotech $AXSM Doing nothing wrong $AXSM Working so far since last week https://t.co/82v65YJncs $AXSM Working so far since last week https://t.co/82v65YJncs"
X Link 2026-01-27T15:37Z [----] followers, [----] engagements
"These guys are getting a new contract every 3rd day sheesh $ESLT Flagging after a monster move. Could we get a stonk split for those of us in brokerages without fractional shares Also a ticker symbol change to $ELBT The Israel Ministry of Defense (@Israel_MOD ) announced a new multiyear procurement agreement for airmunitions from Elbit Systems valued at approximately $183M. Issued by the IMODs Defense Procurement Directorate this order will expand Israels defense industrial base and https://t.co/UxRfqbJ3U2 The Israel Ministry of Defense (@Israel_MOD ) announced a new multiyear procurement"
X Link 2026-01-27T18:23Z [----] followers, [----] engagements
"$NEOG starting to go today. Never got in as the flag was a bit loose. But all sorts of relative strength past week. Loose flag for this one would like to see it tighten up with less daily range $NEOG https://t.co/nsspAWibkb Loose flag for this one would like to see it tighten up with less daily range $NEOG https://t.co/nsspAWibkb"
X Link 2026-01-27T18:42Z [----] followers, [----] engagements
"$ELVN still watching $ELVN new one; flagging after a huge move https://t.co/7TnMRfqgFb $ELVN new one; flagging after a huge move https://t.co/7TnMRfqgFb"
X Link 2026-01-28T12:14Z [----] followers, [---] engagements
"$UMC Taiwan foundry play - been running hard. Down 10% on earnings. Can't really trade it easily in US due to all the gaps. Overview Taiwan semiconductor foundry's Q4 revenue rose 2.4% yr/yr supported by 22/28nm business growth Earnings per share for Q4 were NT$0.81 with net income at NT$10.06 billion Company completed new Singapore facility boosting capacity and technology investments Outlook UMC expects firm wafer demand in Q1 [----] Company anticipates growth from 22nm platforms and new solutions in [----] UMC sees advanced packaging and silicon photonics as growth catalysts Result Drivers"
X Link 2026-01-28T12:36Z [----] followers, [---] engagements
"I was today years old when I learned there is a stock with stock symbol $PURR so that's going to be an issue with I post Red Cat posts"
X Link 2026-01-28T14:08Z [----] followers, [---] engagements
"$UMAC 3rd touch of [--] ema. Remains very vulnerable in my eyes technically. Those [--] candles marked with the orange arrows were the warning shots as noted at the time. It's a probability game not a prediction game. Same thoughts as below - [--] different setups. $LPTH $UMAC have complicated charts BUT $LPTH fell so much (50% retrace in [--] days) you could squeeze a quickie oversold bounce trade in there off [--] day. I did. (also accumulated some long term LEAPs) Now that trade is over and Same thoughts as below - [--] different setups. $LPTH $UMAC have complicated charts BUT $LPTH fell so much (50%"
X Link 2026-01-29T15:17Z [----] followers, [----] engagements
"$ASYS [--] ema touch on the flush today. Would have bought in a better market with a beautiful tight spot to place stop. Earnings a week from today - semi equip $ASYS what a move. Too late to chase. These semi equip names have been a thing. https://t.co/aWqzNNQE5P $ASYS what a move. Too late to chase. These semi equip names have been a thing. https://t.co/aWqzNNQE5P"
X Link 2026-01-29T16:36Z [----] followers, [---] engagements
"$KRMN only fell to the [--] ema on today's mkt puke MACD might be a consider soon. Trying to incorporate that secondary marker more into trading this year and so far found it helpful. $KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have all the M&A activity in my estimates) just last week. This is a quite acquisitive company. Completely slept on. Hasn't rolled over like $AVAV did and $KTOS https://t.co/tFpvgwV9KB $KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have"
X Link 2026-01-29T16:42Z [----] followers, [----] engagements
"Exited $AXSM due to warning shots across market and wanting more cash. Small gains. It's not doing anything wrong. They did a quick undercut this morning on my one bio $AXSM This is now an excellent level to stop out against go forward. Either that is an U&R to run stops or first sign of material weakness. I'll be out below $180 This really hasn't done anything wrong but it's not doing https://t.co/J7aMXOXzo2 They did a quick undercut this morning on my one bio $AXSM This is now an excellent level to stop out against go forward. Either that is an U&R to run stops or first sign of material"
X Link 2026-01-29T17:50Z [----] followers, [---] engagements
"Welp that explains it. $CPSH I've initiated positions in $CPSH as a US AlSiC pure play chokepoint. They represent 25% of the near-term semi-grade AlSiC market. Their customers: - U.S. Navy (War) - U.S. Army (War) - U.S. Dept. of Energy (Energy / Nuclear) - U.S. Space Force / NASA (Space) - Lockheed https://t.co/9YP5kSGIny I've initiated positions in $CPSH as a US AlSiC pure play chokepoint. They represent 25% of the near-term semi-grade AlSiC market. Their customers: - U.S. Navy (War) - U.S. Army (War) - U.S. Dept. of Energy (Energy / Nuclear) - U.S. Space Force / NASA (Space) - Lockheed"
X Link 2026-01-29T18:11Z [----] followers, [----] engagements
"15 min chart of $CPSH showing lemmings in their natural habitat Welp that explains it. $CPSH Welp that explains it. $CPSH"
X Link 2026-01-29T18:17Z [----] followers, [---] engagements
"$UCTT sticking out like sore thumb Ultra Clean Holdings Inc. is a leading developer and supplier of critical subsystems components parts and ultra-high purity cleaning and analytical services primarily for the semiconductor industry. Under its Products division UCT offers its customers an integrated outsourced solution for major subassemblies improved design-to-delivery cycle times design for manufacturability prototyping and high-precision manufacturing. Under its Services Division UCT offers its customers tool chamber parts cleaning and coating as well as micro-contamination analytical"
X Link 2026-01-29T19:36Z [----] followers, [----] engagements
"Semi equip / supply chain is right behind memory / storage in tech themes $ENTG"
X Link 2026-01-29T19:41Z [----] followers, [---] engagements
"$YSS Any of you peeps an expert on this one York Space starts trading at $38 per share as CEO touts 'Golden Dome' potential https://cnb.cx/4c0F6fN https://cnb.cx/4c0F6fN"
X Link 2026-01-29T20:33Z [----] followers, [---] engagements
"$UMAC is wicking over the [--] ema to create false hope than rolling over. At [--] ema for 3rd time. I am uber bullish on this mid to longer term but near term it feels a bit ahead of its skis. Q4 [--] is probably $4.5-$5M revenue which is fine but this 180% type gain is pricing in for the longer term. Would love to see a falter to mid $12s or $11 (50 or [---] day) in the weeks ahead to layer in some [--] and [--] LEAPs. This is going to be a back half of [----] story methinks not necessarily a "now" story. Posted the financial model in my highlights tab. Nothing to do here at the moment but wait. $UMAC 3rd"
X Link 2026-01-30T14:22Z [----] followers, [----] engagements
"$UMAC broke to new lows of the week. This pleases me. I probably should be short while I wait for lower prices to build the position back up but I don't want to make it complicated. $UMAC is wicking over the [--] ema to create false hope than rolling over. At [--] ema for 3rd time. I am uber bullish on this mid to longer term but near term it feels a bit ahead of its skis. Q4 [--] is probably $4.5-$5M revenue which is fine but this 180% type gain is pricing in https://t.co/6moQrTm0Xj $UMAC is wicking over the [--] ema to create false hope than rolling over. At [--] ema for 3rd time. I am uber bullish on"
X Link 2026-01-30T14:58Z [----] followers, [----] engagements
"$ESLT could have its first close below [--] ema since first day of Dec. I wish they would split the stock for those of us in brokerages without fractional shares. These guys are getting a new contract every 3rd day sheesh $ESLT Flagging after a monster move. Could we get a stonk split for those of us in brokerages without fractional shares Also a ticker symbol change to $ELBT https://t.co/hSKDwKZIkt These guys are getting a new contract every 3rd day sheesh $ESLT Flagging after a monster move. Could we get a stonk split for those of us in brokerages without fractional shares Also a ticker symbol"
X Link 2026-01-30T16:04Z [----] followers, [---] engagements
"It was just like my opinion man. A few days early but we are starting to see 'space' beginning to roll in earnest now $FLY $VOYG $SIDU $LUNR $RKLB $PL $ASTS looked great today at open but looks in the midst of a topping tail which can be a sign of exhaustion. I will still give myself credit if this continues for a few weeks even though I was [--] hours early. Good enough for government work. Likely a screen name change in the offing this weekend. Space stuff is looking tired to me but yeah well that's just like my opinion man. $RKLB $LUNR $ASTS $SIDU $VOYG $FLY https://t.co/qJuI9cuZY7 Space"
X Link 2026-01-30T17:39Z [----] followers, [----] engagements
"Wanted to see how $ERAS did once the guy with the scythe to the scene showed up. Apparently it thinks it is $MU or $SNDK Impressive Buy stock symbols that TSwift names her concert tours after they told me. I should have listened. $ERAS https://t.co/75IGyP2Txx Buy stock symbols that TSwift names her concert tours after they told me. I should have listened. $ERAS https://t.co/75IGyP2Txx"
X Link 2026-01-30T17:41Z [----] followers, [----] engagements
"Remain impressed with this one $NEOG Again if they pull the rug on the indexes almost everything will go (aside $SNDK and $MU of course) but just looking at things day by day $NEOG starting to go today. Never got in as the flag was a bit loose. But all sorts of relative strength past week. https://t.co/EONSzZDIPE $NEOG starting to go today. Never got in as the flag was a bit loose. But all sorts of relative strength past week. https://t.co/EONSzZDIPE"
X Link 2026-01-30T17:54Z [----] followers, [---] engagements
"β‘38.2% $RCAT β‘50% $LPTH* $UMAC $ONDS β‘61.8% none of the above β‘Don't ask $DPRO β‘The first rule of Fight club $UAVS Now we're cooking with gas *slightly more in fact"
X Link 2026-01-31T02:30Z [----] followers, [----] engagements
"$IONQ in some real trouble here ; $SKYT investors thrilled I'm sure Live look at the number of pleased $SKYT investors this morning https://t.co/3TEBo2urnl Live look at the number of pleased $SKYT investors this morning https://t.co/3TEBo2urnl"
X Link 2026-01-31T18:35Z [----] followers, [----] engagements
"$SARK is inverse Cathie Wood $ARKK Starting to look constructive. Which ain't good. $SARK best timed ETF introduction to hit in years. (inverse $ARKK ) :D Up 30% since Nov [--] intro. $SARK best timed ETF introduction to hit in years. (inverse $ARKK ) :D Up 30% since Nov [--] intro"
X Link 2026-01-31T19:15Z [----] followers, [---] engagements
"@grok @grok please list each stock in the list above with YTD return Then do an equal weight average of all of them"
X Link 2026-01-31T19:54Z [----] followers, [---] engagements
"$BTCUSD $ETHUSD $SOLUSD et all now have mid 20s RSIs after a brutal Saturday btw -6% and -10% These RSI readings can be an opportunity for the quick. I had a nice quickie long in Nov when RSI $BTCUSD was a tad lower. Would consider a quick flip early next week if this continues. Someone check on @saylor Also this doesn't fit @fundstrat prediction of $200K $BTCUSD by Dec [--] [----]. Oh well just blame a 'glitch' and keep saying it non stop and eventually you will be right and fanboys will clap. Usually stick to rel str but I like reversion to mean trades in extreme moments as well. $BTCUSD"
X Link 2026-02-01T01:40Z [----] followers, [----] engagements
"$COHR not a great market but atm they did try to rotate back into photonics recently Photonics hot hot hot today. $COHR laughed at my bearish double top on an upgrade. https://t.co/rgcElfphfk Photonics hot hot hot today. $COHR laughed at my bearish double top on an upgrade. https://t.co/rgcElfphfk"
X Link 2026-02-01T16:06Z [----] followers, [----] engagements
"$UMAC is broken and remains vulnerable. While I want 2028s it may be too early as the next [--] quarters will still be a challenge as they staff up inventory up build up. Ahead of what should be bigly sales in back half [----]. Very different than $LPTH which is ready "now". Algos only care about today not three quarters forward on earnings reports so we will see if they are impressed with $5Mish this Q. Q3 [----] forward should be the time to shine here. Mid $12s and/or $11 are likely future probabilities here if market corrects for a multi week period. $UMAC broke to new lows of the week. This"
X Link 2026-02-01T20:02Z [----] followers, [----] engagements
"Sample beach balls. Can change in a moment's notice $MIRM $NEOG $OII https://twitter.com/i/web/status/2018058251590373392 https://twitter.com/i/web/status/2018058251590373392"
X Link 2026-02-01T20:25Z [----] followers, [----] engagements
"Its the biggest discrepancy btw opportunity and current valuation I have seen in a long while and saw since September or whenever $UMAC $ONDS invested Their refusal to hand feed the lazy ass analysts (which I love) has created a massive dislocation. I sounded like a lunatic late last summer and probably not too dissimilar now. But you dont run into one of these very often. BOTTLENECKS https://twitter.com/i/web/status/2018121731215352175 https://twitter.com/i/web/status/2018121731215352175"
X Link 2026-02-02T00:38Z [----] followers, [---] engagements
"Inauspicious timing $ONDU $ONDG $ONDS If you bought the close of day [--] and held half your capital is gonzo. In [---] weeks. The proliferation of 2X ETFs have been a game changer for me and should be for any swing trader who is a good chart reader. @NirAoo7 But if you get the timing wrong or are not disciplined in taking quick losses they can wreck a portfolio. I am adamantly against the 5X ETFs they are trying to roll out. People will destroy themselves. And it won't take a [----] type market to do it just a normal cycle year. 1/7/2025 I am pretty good at finding ideas early. $ONDS It did fall"
X Link 2026-02-02T01:04Z [----] followers, [----] engagements
"Imagine a 5X $VELO ETF You could be out of the business in an afternoon. the fun thing about owning $VELO is it trades like crack https://t.co/YZhBaAnuDj the fun thing about owning $VELO is it trades like crack https://t.co/YZhBaAnuDj"
X Link 2026-02-02T01:06Z [----] followers, [----] engagements
"$LMT Re-reading this presser I don't feel as pressed that we will be getting a NGSRI decision soon. Also I am moving my thoughts to both $LMT & $RTX will get a portion of the contract due to govt wish for competition (good) but I'd of course like $LMT to get the bigger slice $LPTH Re-reading this presser I don't feel as pressed that we will be getting a NGSRI decision soon. Also I am moving my thoughts to both $LMT & $RTX will get a portion of the contract due to govt wish for competition (good) but I'd of course like $LMT to get the bigger slice $LPTH"
X Link 2026-02-02T01:15Z [----] followers, [---] engagements
"@ConnorJBates_ Ntm $OIH one of the nicest long ETFs rn if not the nicest"
X Link 2026-02-02T02:02Z [----] followers, [---] engagements
"$MEME updated top [--] holdings $SNDK $CRML $RDW $ONDS $USAR $BE $IREN $APLD $ASTS $LITE I blame the $MEME ETF relaunch for all this struggle in tech/growth for [--] months plus. π
Growth stonks stopped in their tracks within a week. p.s. $ASTS mob - you are now the #1 holding. Welcome to being a meme https://t.co/QOHwJqsIWK I blame the $MEME ETF relaunch for all this struggle in tech/growth for [--] months plus. π
Growth stonks stopped in their tracks within a week. p.s. $ASTS mob - you are now the #1 holding. Welcome to being a meme https://t.co/QOHwJqsIWK"
X Link 2026-02-02T13:02Z [----] followers, [----] engagements
"If you buy stocks named after Taylor Swift tours you cannot lose - Benjamin Graham $ERAS Wanted to see how $ERAS did once the guy with the scythe to the scene showed up. Apparently it thinks it is $MU or $SNDK Impressive https://t.co/Skc19osKe0 Wanted to see how $ERAS did once the guy with the scythe to the scene showed up. Apparently it thinks it is $MU or $SNDK Impressive https://t.co/Skc19osKe0"
X Link 2026-02-02T14:39Z [----] followers, [----] engagements
"If $LMT wins or at least shares in a large proportion on the NGSRI contract $LPTH price potential immediately increases by $10-$20 once it gets to FRIP (which will take time since LRIP comes first) But $10-$20 on a $10 stock is. a lot. Chart has work to do but I'm a greedy buyer on any sustained dips. After nearing my "summer goal" of $16 PPS earlier this month $LPTH financial model is now much more attractive for fiscal year [----] which ends Jun [--] and is reported mid August. We now see that expanded price to sales ratio is possible despite some throwing tomatoes at me when"
X Link 2026-02-02T14:41Z [----] followers, [----] engagements
"$PL caution. I wise man once said RSI [--] is a very hot reading risk is increasing and wondered what was left in the gas tank after such a huge move. $PL I also said that this weekend. https://t.co/5FdBSeCtTY I wise man once said RSI [--] is a very hot reading risk is increasing and wondered what was left in the gas tank after such a huge move. $PL I also said that this weekend. https://t.co/5FdBSeCtTY"
X Link 2026-02-02T14:44Z [----] followers, [----] engagements
"To the [--] people not named me who follow $KRMN - caution area. Hit [--] ema $KRMN only fell to the [--] ema on today's mkt puke MACD might be a consider soon. Trying to incorporate that secondary marker more into trading this year and so far found it helpful. https://t.co/00vOsp2zyA $KRMN only fell to the [--] ema on today's mkt puke MACD might be a consider soon. Trying to incorporate that secondary marker more into trading this year and so far found it helpful. https://t.co/00vOsp2zyA"
X Link 2026-02-02T14:46Z [----] followers, [----] engagements
"$UMAC thru [--] day. Mid $12s would be a first target. $UMAC is broken and remains vulnerable. While I want 2028s it may be too early as the next [--] quarters will still be a challenge as they staff up inventory up build up. Ahead of what should be bigly sales in back half [----]. Very different than $LPTH which is ready "now". https://t.co/4FVKGtGXl5 $UMAC is broken and remains vulnerable. While I want 2028s it may be too early as the next [--] quarters will still be a challenge as they staff up inventory up build up. Ahead of what should be bigly sales in back half [----]. Very different than $LPTH"
X Link 2026-02-02T14:52Z [----] followers, [---] engagements
"$UMAC looks headed to 61.8% $RCAT to 50% $LPTH trying to fight at 50% $DPRO don't ask β‘38.2% $RCAT β‘50% $LPTH* $UMAC $ONDS β‘61.8% none of the above β‘Don't ask $DPRO β‘The first rule of Fight club $UAVS Now we're cooking with gas slightly more in fact https://t.co/19brhqUBqH β‘38.2% $RCAT β‘50% $LPTH $UMAC $ONDS β‘61.8% none of the above β‘Don't ask $DPRO β‘The first rule of Fight club $UAVS Now we're cooking with gas *slightly more in fact https://t.co/19brhqUBqH"
X Link 2026-02-02T15:00Z [----] followers, [----] engagements
"$GLW something about photonics goes here. $GLW up on $META deal. Photonics Already has big $AAPL deal Doesn't get the headlines due to lack of being lower in the supply chain but it's probably going to have a really nice half decade ahead. ******** Facebook parent Meta Platforms has signed a deal to pay Gorilla https://t.co/GKomftmO0w $GLW up on $META deal. Photonics Already has big $AAPL deal Doesn't get the headlines due to lack of being lower in the supply chain but it's probably going to have a really nice half decade ahead. ******** Facebook parent Meta Platforms has signed a deal to pay"
X Link 2026-02-02T15:22Z [----] followers, [---] engagements
"You could have left us the damn $SKYT Instead. this $IONQ βΉ $IONQ in some real trouble here ; $SKYT investors thrilled I'm sure https://t.co/oXtAW9wrNh $IONQ in some real trouble here ; $SKYT investors thrilled I'm sure https://t.co/oXtAW9wrNh"
X Link 2026-02-02T16:08Z [----] followers, [----] engagements
"$PL danger will robinson Ignore if HOLDr All things eventually need a break. Aside $SNDK $PL caution. https://t.co/8U7C6DxBFe $PL caution. https://t.co/8U7C6DxBFe"
X Link 2026-02-02T16:38Z [----] followers, [----] engagements
"$CRDO breaks the [---] day. Damn. I thought this was the #1 earning report of last season in terms of companies with any scale. Obviously something with $2M in sales probably did better but of anyone of more size than a typical McDonald's location. I am very curious what will come out as the cause of this or if this is just some situation like $AMPX where they sold it relentlessly for [--] months before turning it. They don't report til March. $CRDO down to [---] day. Wow. Fundamentals vs technicals. Lean latter in any argument. Case study. https://t.co/UzhswqR4NM $CRDO down to [---] day. Wow."
X Link 2026-02-02T17:06Z [----] followers, [----] engagements
"$VICR talk If you aren't familiar with Cerebras and $VICR you should get familiar. Cerebras is the first customer set to use $VICR 2nd gen vertical power delivery modules and Vicor is in talks with ALL OEMs and hyperscalers who make their own chips to do the same. This stock may have gone If you aren't familiar with Cerebras and $VICR you should get familiar. Cerebras is the first customer set to use $VICR 2nd gen vertical power delivery modules and Vicor is in talks with ALL OEMs and hyperscalers who make their own chips to do the same. This stock may have gone"
X Link 2026-02-02T17:14Z [----] followers, [----] engagements
"Still hoping for [--] more leg down crypto later this week for a reversion to mean trade. Preferably during market hours. Think I'll be going with $ETHUSD this time around if it plays out. A boy can dream. $BTCUSD I love the reversion to mean trade when it presents itself It worked latter Nov it is setting up again. $BITX https://t.co/I3Fk468ype $BTCUSD I love the reversion to mean trade when it presents itself It worked latter Nov it is setting up again. $BITX https://t.co/I3Fk468ype"
X Link 2026-02-02T20:57Z [----] followers, [----] engagements
"$TER Dang those some #s Explains all the strength in chip equipment and testing TERADYNE $TER Q4'25 EARNINGS HIGHLIGHTS πΉ Revenue: $1.083B (Est. $969.33M) π’; +44% YoY +41% QoQ πΉ Adj. EPS: $1.80 (Est. $1.36) π’ πΉ Semiconductor Test Rev: $883M (Est. $786M) π’ πΉ Product Test Revenue: $110M πΉ Robotics Revenue: $89M Q1'26 Guidance: πΉ Revenue: TERADYNE $TER Q4'25 EARNINGS HIGHLIGHTS πΉ Revenue: $1.083B (Est. $969.33M) π’; +44% YoY +41% QoQ πΉ Adj. EPS: $1.80 (Est. $1.36) π’ πΉ Semiconductor Test Rev: $883M (Est. $786M) π’ πΉ Product Test Revenue: $110M πΉ Robotics Revenue: $89M Q1'26"
X Link 2026-02-02T22:02Z [----] followers, [----] engagements
"Need to listen to myself more often $LRCX This was in $110s mid Sep. [---] months later $230s Has a 2X ETF to boot. Grrr. $LRCU $LRCX AI rerating of old tech stocks The company unveiled a breakthrough deposition tool for next-generation chips used in artificial intelligence (AI) and high-performance computing (HPC). The new tool named VECTOR TEOS 3D is engineered to address key manufacturing https://t.co/kxtjCe376H $LRCX AI rerating of old tech stocks The company unveiled a breakthrough deposition tool for next-generation chips used in artificial intelligence (AI) and high-performance computing"
X Link 2026-02-03T12:31Z [----] followers, [---] engagements
"Live look at $ENVX investors $ENVX pretty ominous chart Ran some numbers vs $AMPX on valuation and it's not close. This one is way more expensive and not growing as fast. https://t.co/ibPFjIygQN $ENVX pretty ominous chart Ran some numbers vs $AMPX on valuation and it's not close. This one is way more expensive and not growing as fast. https://t.co/ibPFjIygQN"
X Link 2026-02-03T14:20Z [----] followers, [----] engagements
"$LASR reduce when far from [--] and 9* ema rebuy when back to [--] and 9* ema. Keep doing it until it fails. Works for me. *I am using [--] ema for this particular name for reasons outlined this weekend. Bring me the sharks. All of them. Yes the ones with the $LASR on their heads. https://t.co/6ZZCwfHXuw Bring me the sharks. All of them. Yes the ones with the $LASR on their heads. https://t.co/6ZZCwfHXuw"
X Link 2026-02-03T14:41Z [----] followers, [----] engagements
"$VELO when a 10% move is barely perceptible on the chart. ππ"
X Link 2026-02-03T14:49Z [----] followers, [----] engagements
"I exited $VICR yest but it's still a beach ball. Probably will regret it :) Exit remaining $VICR This is the longest held thing I have aside the ones I won't be exiting for a few years. From mid Dec breakout. I am trying to use MACD crosses more in [----] and it crossed negative here. The chart is still fine. Sort of a thought experiment relative https://t.co/8yUAcH56nW Exit remaining $VICR This is the longest held thing I have aside the ones I won't be exiting for a few years. From mid Dec breakout. I am trying to use MACD crosses more in [----] and it crossed negative here. The chart is still"
X Link 2026-02-03T14:51Z [----] followers, [----] engagements
"I don't know what I am more speechless by - $CRDO stock performance since the ER or $UAVS pushing out multiple press releases announcing the sale of ONE drone. Both jaw dropping. The only condolence I can give the $CRDO people is they did this for [--] days straight to $AMPX as well. Eventually winter will be over and the crops will grow again. But dang. $CRDO breaks the [---] day. Damn. I thought this was the #1 earning report of last season in terms of companies with any scale. Obviously something with $2M in sales probably did better but of anyone of more size than a typical McDonald's"
X Link 2026-02-03T15:15Z [----] followers, [----] engagements
"Chiiina $ACMR $ACMR great action off the [--] ema China. https://t.co/cpIPetxu3b $ACMR great action off the [--] ema China. https://t.co/cpIPetxu3b"
X Link 2026-02-03T15:31Z [----] followers, [---] engagements
"Just an absolute bonkers stock $VELO 22% just to get back to the [--] day Really doesn't suit my style at all but I will try again down the road I am sure. ATR 18.5% which is insane. $VELO when a 10% move is barely perceptible on the chart. ππ https://t.co/YkzB16ENCl $VELO when a 10% move is barely perceptible on the chart. ππ https://t.co/YkzB16ENCl"
X Link 2026-02-03T17:22Z [----] followers, [----] engagements
"Well that's interesting - Drone Dominance list of [--] Teal is $RCAT Some notable missing - $ONDS has so many companies it has bought I cannot tell if any of these are theirs No $DPRO I expected Neros PDW ( $ONDS investment) Dzyne is a $LPTH client. $KTOS I didn't expect to be down here in FPV. Remember it is NOT down select meaning you could be in this round but they could invite someone new to the next round. Drone Dominance Gauntlet. Phase-by-Phase Breakdown: Phase I (Feb [----] July 2026): Up to [--] vendors compete; [--] maximum selected to deliver 30000+ units at roughly $5000 per unit. Phase"
X Link 2026-02-03T17:33Z [----] followers, [----] engagements
"Major disappointment for the boys up north - explains the variance in the stock price $DPRO $RCAT perhaps past few weeks. Almost like insiders know things we don't and the chart tells you that (again). Again it is NOT down select - meaning if you come in with shiny new shoes and the DOW likes you you can sneak into round [--] while a lot of the companies below go bye bye. Or you can be in round [--] and round [--] but get kicked out of round [--]. But it sure isn't a good look for $DPRO Well that's interesting - Drone Dominance list of [--] Teal is $RCAT Some notable missing - $ONDS has so many companies"
X Link 2026-02-03T17:41Z [----] followers, [----] engagements
"Dear @evansall blink up to [--] times on how many of these [--] are current customers. Hopefully you are rapid blinking $UMAC :) Well that's interesting - Drone Dominance list of [--] Teal is $RCAT Some notable missing - $ONDS has so many companies it has bought I cannot tell if any of these are theirs No $DPRO I expected Neros PDW ( $ONDS investment) Dzyne is a $LPTH client. $KTOS I didn't expect to be https://t.co/2vn3TWKeIg Well that's interesting - Drone Dominance list of [--] Teal is $RCAT Some notable missing - $ONDS has so many companies it has bought I cannot tell if any of these are theirs"
X Link 2026-02-03T17:43Z [----] followers, [----] engagements
"$UMAC into the [--] ema; still a lot of work to do to make this chart healthy again. (MCHA) If people could put [--] and [--] together about what is happening today: Open pocket. Shovel money in pocket. Profit. Dear @evansall blink up to [--] times on how many of these [--] are current customers. Hopefully you are rapid blinking $UMAC :) Dear @evansall blink up to [--] times on how many of these [--] are current customers. Hopefully you are rapid blinking $UMAC :)"
X Link 2026-02-03T19:26Z [----] followers, [----] engagements
"$FEIM ain't rolling over. Just so low volume. But it's not rolling over. $FEIM nice bounce today - this one is so difficult because the volume is so light. I exited yest. Wrongly thus far. https://t.co/jDyMpLhYVw $FEIM nice bounce today - this one is so difficult because the volume is so light. I exited yest. Wrongly thus far. https://t.co/jDyMpLhYVw"
X Link 2026-02-03T19:27Z [----] followers, [----] engagements
"$OPTX 17% ago (4 hrs) Taking some off here rebuy near [--] or [--] ema take some off there rebuy near [--] or [--] ema take some off . Well you get the picture. $OPTX ππΎ https://t.co/SfMKjnecpU $OPTX ππΎ https://t.co/SfMKjnecpU"
X Link 2026-02-03T19:44Z [----] followers, [----] engagements
"$UMAC for the newbs Based on stock today looks like a few are putting [--] + [--] together. https://t.co/M7A3Ju6VoL https://t.co/M7A3Ju6VoL"
X Link 2026-02-03T20:04Z [----] followers, [----] engagements
"$CRVS new one Tightening above the [--] ema narrowing ranges as it absorbs the 160% rally. Even did an offering [--] days later. **************** Corvus Pharmaceuticals CRVS shares more than doubled on Jan. [--] after announcing positive Phase [--] trial data for soquelitinib its oral investigational drug for atopic dermatitis. Soquelitinib demonstrated strong efficacy in treatment-resistant patients and a favourable safety profile sparking chatter about best-in-class potential in the massive dermatology market. Trial results that CRVS posted for its soquelitinib this morning were much more than routine"
X Link 2026-02-03T20:13Z [----] followers, [----] engagements
"I bot some $OPTX when it was red and sold some about [--] min ago. I trade around a core as long as the core is working. $LASR I sold some on the pop this morning - hasnt come in enough to rebuy that Right now the mkt is not in a good spot so less success starting new positions in anything https://twitter.com/i/web/status/2018780622094016674 https://twitter.com/i/web/status/2018780622094016674"
X Link 2026-02-03T20:16Z [----] followers, [---] engagements
"@crux_capital_ Thats literally $LASR but tiny"
X Link 2026-02-03T20:23Z [----] followers, [---] engagements
"Another new one $IBRX - almost identical to prior post - big spike now settling above [--] ema. Not quite as tight as $CRVS but pretty damn good considering the mkt conditions ***************** ** Drugmaker says early data from a lymphoma study testing an experimental cell therapy and faster-than-expected enrollment in its bladder-cancer trial showed durable cancer control ** In the rare blood-cancer study co says all four lymphoma patients stayed cancer-free after outpatient cell-therapy dosing with two maintaining responses for [---] months and no serious side effects per co ** The co said its"
X Link 2026-02-03T20:38Z [----] followers, [----] engagements
"$UMAC ran pretty angry today Tomm will be an interesting day technically $UMAC for the newbs Based on stock today looks like a few are putting [--] + [--] together. $UMAC for the newbs Based on stock today looks like a few are putting [--] + [--] together"
X Link 2026-02-03T20:54Z [----] followers, [---] engagements
"Surprising me w/ the strength $KRMN π«‘ Thought it was headed to a [--] ema break and gap fill based on $KTOS action. Nope. To the [--] people not named me who follow $KRMN - caution area. Hit [--] ema https://t.co/P5gMpVIc2P To the [--] people not named me who follow $KRMN - caution area. Hit [--] ema https://t.co/P5gMpVIc2P"
X Link 2026-02-03T21:02Z [----] followers, [----] engagements
"$LASR mixed shelf They will sell it off tonight But not think about "we're going to need a bigger boat" A boat full of baby sharks NLIGHT INC FILES FOR MIXED SHELF; SIZE NOT DISCLOSED - SEC FILING More baby sharks on the way $LASR .today announced it has added [-----] square feet of leased manufacturing and office space to expand its existing facilities in Longmont Colorado. The additional space will more than double the Companys current capacity and enable the More baby sharks on the way $LASR .today announced it has added [-----] square feet of leased manufacturing and office space to expand"
X Link 2026-02-03T21:13Z [----] followers, [----] engagements
"$LASR no share count at this point on offering per SEC filing. Was mostly $45s in after hours last night and upper $44s currently so some expectation of around "10%" dilution. Last 10Q had them at 50.8M shares 5M shares x $42 PPS for example would raise in excess of $200M. I'd be a bit surprised if they are asking for that much money but to be fair my head has been in these small caps for so long $200M seems like a lot of money. low $44s is the [--] ema so it would still be ok. What you want to see to see here is demand for the stock - the strongest merchandise sucks up those offerings and the"
X Link 2026-02-04T11:30Z [----] followers, [----] engagements
"Hmm I don't see it in the SEC filing but if accurate that is roundabout where I was with the $200M raise $LASR Basically 4M shares and there will surely be demand for an overallotment. So I'll call it 4.5M shares which is less than 10% dilution. Totally fine with that as it looks like they are going to utilize for expansion (just announced last week) 4.5Mish shares (with over allotment) @ $44 = $198M and off we go. $LASR is raising cash at a steep discount. The company just priced a $175M share offering at $44.00 a 12% discount that dilutes existing shareholders by nearly 8%. $LASR is raising"
X Link 2026-02-04T11:34Z [----] followers, [----] engagements
"$UMAC ran angry yesterday after the initial muted reaction to Drone Dominance Program finally getting off the ground. Now the [--] trendlines that were in play in January come back into play. Stock basically closed on the [--] ema and over the [--] ema. Good things. Sustained closes above gets this back in play. Would like to see that MACD cross positive which is a tool I am utilizing in [----] after almost never looking at it in the past. Still work to do and the market backdrop is not as clean as it was mid December when we started the prior epic run. ************* I keep reminding myself when you"
X Link 2026-02-04T12:25Z [----] followers, [----] engagements
"@DeNebulord Thats the market thesis but $CRDO is more than copper I think there is a dislocation here that can be exploited in time but I am not going to argue with the price"
X Link 2026-02-04T12:33Z [----] followers, [---] engagements
"@BlackScholesMan Skydio doesnt have FPV This is a very narrow program for a very narrow type of drone $KTOS was the main surprise for me - I didnt think they had FPV. $AVAV doesnt have FPV"
X Link 2026-02-04T12:40Z [----] followers, [---] engagements
"$LASR $47s now in pre - that a good sign of demand $AXTI did an offering and you wouldn't even be able to know on the chart in Jan. $LPTH went thru a [--] day downturn few months ago and then right back up. So we want to see action like that. ******* ** Camas Washington-based LASR late Tues sold [--] mln shares at $44 ** Offering price represents 12% discount to stock's record closing high of $49.98 on Tues ** Co intends to use net offering proceeds for working capital capex and other general purposes per the prospectus ** Stifel Baird William Blair and Raymond James joint lead bookrunners ** LASR"
X Link 2026-02-04T14:21Z [----] followers, [----] engagements
"$LASR I got back what I sold yest over $50 in the $46s near [--] ema Will exit the entire trade if it breaks the [--] ema with panache. Thanks for playing. Always good to take profits along the way - I anticipate I'll be buying those shares back soon. $LASR Always good to take profits along the way - I anticipate I'll be buying those shares back soon. $LASR"
X Link 2026-02-04T14:33Z [----] followers, [----] engagements
"$UMAC rejected at resistance on first attempt which makes sense $UMAC ran angry yesterday after the initial muted reaction to Drone Dominance Program finally getting off the ground. Now the [--] trendlines that were in play in January come back into play. Stock basically closed on the [--] ema and over the [--] ema. Good things. Sustained closes https://t.co/HdnZp4CGxm $UMAC ran angry yesterday after the initial muted reaction to Drone Dominance Program finally getting off the ground. Now the [--] trendlines that were in play in January come back into play. Stock basically closed on the [--] ema and over"
X Link 2026-02-04T14:34Z [----] followers, [----] engagements
"$VELO down 9% at the open or in normal stocks terms $VELO is down 0.4% at the open Just an absolute bonkers stock $VELO 22% just to get back to the [--] day Really doesn't suit my style at all but I will try again down the road I am sure. ATR 18.5% which is insane. https://t.co/ZcNuaiKnmU Just an absolute bonkers stock $VELO 22% just to get back to the [--] day Really doesn't suit my style at all but I will try again down the road I am sure. ATR 18.5% which is insane. https://t.co/ZcNuaiKnmU"
X Link 2026-02-04T14:39Z [----] followers, [----] engagements
"16 RSI on $IGV Don't recall seeing a # like that on an ETF () Maybe $OIH or $XOP during COVID when Oil was $0.00 per barrel for a minute. First tranche into $IGV will add if it drops from here. 2-5 day hold. Will sell on any bounce into [--] ema area. You almost never get a RSI in the teens on a stock forget an ETF. https://t.co/zWrX6WI1QI First tranche into $IGV will add if it drops from here. 2-5 day hold. Will sell on any bounce into [--] ema area. You almost never get a RSI in the teens on a stock forget an ETF. https://t.co/zWrX6WI1QI"
X Link 2026-02-04T14:52Z [----] followers, [----] engagements
"Still stalking $ETHUSD for the reversion to mean trade. Wish they could -8% it during market hours. Still hoping for [--] more leg down crypto later this week for a reversion to mean trade. Preferably during market hours. Think I'll be going with $ETHUSD this time around if it plays out. A boy can dream. Still hoping for [--] more leg down crypto later this week for a reversion to mean trade. Preferably during market hours. Think I'll be going with $ETHUSD this time around if it plays out. A boy can dream"
X Link 2026-02-04T14:56Z [----] followers, [----] engagements
"Meet Mutumbo ladies and gentlemen. $UMAC $UMAC rejected at resistance on first attempt which makes sense https://t.co/s8f11FNefy $UMAC rejected at resistance on first attempt which makes sense https://t.co/s8f11FNefy"
X Link 2026-02-04T14:57Z [----] followers, [----] engagements
"$LASR sharks thru the [--] ema If it breaks the [--] ema I am out for now protecting profits on existing position and losing on the portion I added this morning in $46s. Up to the market gods from here. $LASR I got back what I sold yest over $50 in the $46s near [--] ema Will exit the entire trade if it breaks the [--] ema with panache. Thanks for playing. https://t.co/K5k8JujT90 $LASR I got back what I sold yest over $50 in the $46s near [--] ema Will exit the entire trade if it breaks the [--] ema with panache. Thanks for playing. https://t.co/K5k8JujT90"
X Link 2026-02-04T15:16Z [----] followers, [----] engagements
"Congrats $ENPH people Enphasers $TAN $ENPH $FSLR $JKS et al Trump loves solar secretly $TAN $ENPH $FSLR $JKS et al Trump loves solar secretly"
X Link 2026-02-04T15:20Z [----] followers, [---] engagements
"$NEOG starting this one today Technical trade. Amazing strength even on a day like today. Will exit if it threatens Monday's lows. Not sure why it is so strong but don't particularly care either. **************** Neogen Corporation a leader in food and animal safety has released its financial results for the first quarter of fiscal year [----] ending August [--] [----]. The company reported a revenue of $209.2 million a 3.6% decrease compared to the same period last year. Despite the revenue decline Neogen achieved a net income of $36.3 million significantly up from a net loss of $12.6 million in"
X Link 2026-02-04T15:50Z [----] followers, [----] engagements
"$LASR at the [--] ema for about an hour We will see if I am still involved at [--] PM Always hate to leave my little sharks. But business is business. $LASR sharks thru the [--] ema If it breaks the [--] ema I am out for now protecting profits on existing position and losing on the portion I added this morning in $46s. Up to the market gods from here. https://t.co/GOCzjMI9bB $LASR sharks thru the [--] ema If it breaks the [--] ema I am out for now protecting profits on existing position and losing on the portion I added this morning in $46s. Up to the market gods from here. https://t.co/GOCzjMI9bB"
X Link 2026-02-04T16:41Z [----] followers, [----] engagements
"Is there a collar on $IONQ PPS for $SKYT shareholders i.e. if it goes to $26 you still got $42 PPS or post transaction I didn't look close at the terms. Hopefully for you guys there is something like that. You could have left us the damn $SKYT Instead. this $IONQ βΉ https://t.co/w4PCUQxikM You could have left us the damn $SKYT Instead. this $IONQ βΉ https://t.co/w4PCUQxikM"
X Link 2026-02-04T16:59Z [----] followers, [---] engagements
"Maybe $SKYT PE firm major shareholders can disgorge from the deal if even half of this is true $IONQ Or are they just bad at due diligence. Wait they are a PE firm - due diligence is what they do. But maybe they don't care and just want the fast money out Should be a lot more interesting from here. I don't think retail can really pressure PE but maybe a strongly written letter to their billionaire owners I dont know much about the shareholders of $SKYT just some people in my timeline said they are owned by PE so I am throwing stuff against the wall. Rut roh $IONQ Wolfpack is pretty legit"
X Link 2026-02-04T17:10Z [----] followers, [----] engagements
"Where is the 2X ETF $XOM @RealSimpleAriel @ConnorJBates_ [--] mo bases are pretty neat. @ConnorJBates_ $XOM https://t.co/jmR0KSuH5I [--] mo bases are pretty neat. @ConnorJBates_ $XOM https://t.co/jmR0KSuH5I"
X Link 2026-02-04T17:16Z [----] followers, [---] engagements
"So $VELO is down 21% today How would the 5X ETF work for these sort of things Is that -100% down Not a sarcastic comment I am curious how they will be structured. Imagine a 5X $VELO ETF You could be out of the business in an afternoon. Imagine a 5X $VELO ETF You could be out of the business in an afternoon"
X Link 2026-02-04T17:31Z [----] followers, [----] engagements
"$LASR sat for a good [--] hours near $44 putting up a good fight. But the market gods wanted it back from me so I had to relinquish it per my game plan. I did sell some yesterday thankfully but net net this was a loss on an entry a few days ago. Big winner in January. I'll be back as soon as it is safe to be. $LASR at the [--] ema for about an hour We will see if I am still involved at [--] PM Always hate to leave my little sharks. But business is business. https://t.co/HLNmWGCVKU $LASR at the [--] ema for about an hour We will see if I am still involved at [--] PM Always hate to leave my little sharks."
X Link 2026-02-04T17:43Z [----] followers, [----] engagements
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