#  @FeroceResearch Feroce Research Feroce Research has been actively updating its portfolio, with several notable changes. The research firm has maintained its buy ratings on various stocks, including Rocket Companies ($rkt), Micron ($mu), and Datadog ($ddog), and has raised or reiterated price targets for some of these stocks. Feroce Research's portfolio has seen significant gains, with some holdings, such as Micron and silver ($slv), contributing substantially to the portfolio's performance. ### Engagements: [------] [#](/creator/twitter::1730212951313743872/interactions)  - [--] Week [-------] +134% - [--] Month [-------] +167% - [--] Months [---------] +244% - [--] Year [---------] +1,019% ### Mentions: [--] [#](/creator/twitter::1730212951313743872/posts_active)  - [--] Week [---] +33% - [--] Month [---] +59% - [--] Months [-----] +160% - [--] Year [-----] +1,036% ### Followers: [-----] [#](/creator/twitter::1730212951313743872/followers)  - [--] Week [-----] +6.50% - [--] Month [-----] +24% - [--] Months [-----] +334% - [--] Year [-----] +1,268% ### CreatorRank: [-------] [#](/creator/twitter::1730212951313743872/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #6138 [finance](/list/finance) 50.35% [technology brands](/list/technology-brands) 34.04% [cryptocurrencies](/list/cryptocurrencies) 7.09% [exchanges](/list/exchanges) #2771 [automotive brands](/list/automotive-brands) 2.13% [countries](/list/countries) 1.42% [currencies](/list/currencies) 1.42% [social networks](/list/social-networks) 0.71% [celebrities](/list/celebrities) 0.71% **Social topic influence** [$mu](/topic/$mu) #24, [silver](/topic/silver) #2189, [market](/topic/market) #2149, [$pltr](/topic/$pltr) #119, [$rkt](/topic/$rkt) #2, [ai](/topic/ai) 10.64%, [in the](/topic/in-the) 9.22%, [$slv](/topic/$slv) #41, [emerging markets](/topic/emerging-markets) #56, [stocks](/topic/stocks) #3579 **Top accounts mentioned or mentioned by** [@mrderivatives](/creator/undefined) [@thirdwaybrit](/creator/undefined) [@jb31385](/creator/undefined) [@investingluc](/creator/undefined) [@michalmlecynaki](/creator/undefined) [@icnewer](/creator/undefined) [@waridgway1](/creator/undefined) [@abhi1592p](/creator/undefined) [@icompassoftime](/creator/undefined) [@flowpom](/creator/undefined) [@elonnotificati2](/creator/undefined) [@michaeljburry](/creator/undefined) [@deitaone](/creator/undefined) [@hamids](/creator/undefined) [@pdicarlotrader](/creator/undefined) [@finvizcom](/creator/undefined) [@trendspider](/creator/undefined) [@unusualwhales](/creator/undefined) [@yahoofinance](/creator/undefined) [@kobeissiletter](/creator/undefined) **Top assets mentioned** [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [Sandisk Corporation (SNDK)](/topic/$sndk) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Bitcoin (BTC)](/topic/$btc) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Mario Coin (COIN)](/topic/$coin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [iShares BTC Trust (IBIT)](/topic/$ibit) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Metadium (META)](/topic/$meta) [Ethereum (ETH)](/topic/$eth) [UnitedHealth Group (UNH)](/topic/$unh) [Unity Software Inc. (U)](/topic/$u) [Apple, Inc. (AAPL)](/topic/$aapl) [MP Materials Corp. (MP)](/topic/$mp) [Iris Energy Limited (IREN)](/topic/$iren) [Bloom Energy Corporation (BE)](/topic/$be) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [FedEx Corporation (FDX)](/topic/$fdx) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Intel Corporation (INTC)](/topic/$intc) [Datadog Inc (DDOG)](/topic/$ddog) ### Top Social Posts Top posts by engagements in the last [--] hours "idk want to be a party pooper but until 170s is reclaimed Palantir $PLTR really is not out of the woodworks has also underperformed its implied move for earnings so far despite positive reaction hard time at 165-170 could mean 120s *no position but worth posting about" [X Link](https://x.com/FeroceResearch/status/2018440332128489844) 2026-02-02T21:44Z [----] followers, [----] engagements "$MU Micron is the most important stock in the entire market right now So think again before you root for the downfall of Memory as Micron literally holds your entire portfolio in the palm of its hands" [X Link](https://x.com/FeroceResearch/status/2019475527199760684) 2026-02-05T18:17Z [----] followers, 10.4K engagements "btw this is not me trying to feed you hopium in a volatile market i use these tips myself in real time for those who follow my research closely it's very important to view everything you do from the perspective of the market and not from what YOU think only looks good to you if a thesis makes sense to you AND you also see the market is showing appeal to it that's the perfect timing Please jot down what I say in this post as a mental note As a market participant when you are doing research or creating a thesis for companies there are [--] important things you MUST do: 1.) Look for industrial" [X Link](https://x.com/FeroceResearch/status/2021998881727304120) 2026-02-12T17:24Z [----] followers, [---] engagements "$U Unity This is a monster bounce in the making backed with strong earnings on Vector AI progress GEX Exposure on the [--] growing throughout the day as we see 45c for Jan also getting lit up for $3M in premium Breakout is setting up for a 52wk highs As you're very well aware of my summer thesis from [--] to [--] on $U which paid aggressively it's a great time to put Unity back on your radar again. Members of Feroce Research were notified of portfolio changes today like they do daily Unity being a big change. https://t.co/aG8qZ2kv8C As you're very well aware of my summer thesis from [--] to [--] on $U" [X Link](https://x.com/FeroceResearch/status/1986168603071123780) 2025-11-05T20:27Z [----] followers, [----] engagements "With a trump hand-picked fed coming into office as well as mortgage rates at yearly lows it seems almost of a no-brainer to be bullish on $RKT Rocket Companies into [----] There's a reason why even Google is trying to enter the housing market *top [--] holding of my research portfolio https://twitter.com/i/web/status/2001483622189027538 https://twitter.com/i/web/status/2001483622189027538" [X Link](https://x.com/FeroceResearch/status/2001483622189027538) 2025-12-18T02:44Z [----] followers, [----] engagements "Rivian and Unity Software are much more identical than you think After playing $U from 20s to [--] I explained my "turn-around' thesis can be applied to $RIVN from 12s to 23s as well. People did not take what I said seriously as these are different industries Do you see it now" [X Link](https://x.com/FeroceResearch/status/2001772608455319782) 2025-12-18T21:52Z [----] followers, [----] engagements "$RKT Rocket Companies has been one of my actively accumulating positions recently One of my top holdings going into [----] and I expect nothing but fireworks into 52wk highs for this stock Technicals fundamentals housing market environment. entire recipe is set for a surge With a trump hand-picked fed coming into office as well as mortgage rates at yearly lows it seems almost of a no-brainer to be bullish on $RKT Rocket Companies into [----] There's a reason why even Google is trying to enter the housing market *top [--] holding of my research https://t.co/3R4lGf1PBT With a trump hand-picked fed" [X Link](https://x.com/FeroceResearch/status/2003859355737927934) 2025-12-24T16:04Z [----] followers, [----] engagements "There needs to be a SERIOUS conversation about a mortgage refinance cycle as the next major market wave in [----]. Ill be sharing more on this thesis soon. $RKT Rocket Companies has been rapidly accumulated over the past few weeks as a top [--] holding for the portfolio $OPEN can fit this theme as well though no position in Opendoor https://twitter.com/i/web/status/2004371359623766186 https://twitter.com/i/web/status/2004371359623766186" [X Link](https://x.com/FeroceResearch/status/2004371359623766186) 2025-12-26T01:59Z [----] followers, [----] engagements "There will be a major rise in mortgage refinance talks in [----] $RKT Rocket Companies just so happens to have its technicals align with that timeline There needs to be a SERIOUS conversation about a mortgage refinance cycle as the next major market wave in [----]. Ill be sharing more on this thesis soon. $RKT Rocket Companies has been rapidly accumulated over the past few weeks as a top [--] holding for the portfolio $OPEN can There needs to be a SERIOUS conversation about a mortgage refinance cycle as the next major market wave in [----]. Ill be sharing more on this thesis soon. $RKT Rocket" [X Link](https://x.com/FeroceResearch/status/2005846151140872441) 2025-12-30T03:39Z [----] followers, 10.1K engagements "$RKT Rocket Companies is less than 3% away from trading at [--] week highs Not just that Rocket is less than 3% away from trading at prices not seen since going public in [----]. There are not enough people talking about the upcoming ReFi wave in [----]. $RKT up 5% just today officially trading in the 20s from the 17s. Just like our Memory and Silver waves before the crowd the refinancing wave will be just as much talked about in few weeks. $OPEN can https://t.co/ENpoW9BhiQ There are not enough people talking about the upcoming ReFi wave in [----]. $RKT up 5% just today officially trading in the" [X Link](https://x.com/FeroceResearch/status/2008267603563999623) 2026-01-05T20:01Z [----] followers, [----] engagements "After silver and micron being the top [--] largest holdings of the Feroce Research portfolio the last few months a week ago I initiated an upgrade to Rocket Companies $RKT as the 3rd largest holding So yes I expect the refinancing wave to be just as strong as my silver and memory theses before the herd I think its very beautiful how everyone is posting about the parabolic moves on silver $slv and memory $mu $sndk [--] largest holdings of Feroce Researchs portfolio which created a thesis ahead of time on exactly these moves Oh btw $rkt mortgage refinancing will be the next https://t.co/RiafajO1So I" [X Link](https://x.com/FeroceResearch/status/2009342246944915482) 2026-01-08T19:11Z [----] followers, [----] engagements "$1M+ made in just a day for everyone to witness in real time Thanks to Micron $MU Uranium $UUUU and Emerging Markets $EEM And this is just from one of many members Do you still think I was exaggerating what I said months ago $MU is going to make people see 6-7-8 figure portfolios for the first time. New milestones will be hit just because of this stock mark my words. it's been one of my heaviest researched names since the 90s $MU is going to make people see 6-7-8 figure portfolios for the first time. New milestones will be hit just because of this stock mark my words. it's been one of my" [X Link](https://x.com/FeroceResearch/status/2016306276037230876) 2026-01-28T00:24Z [----] followers, [----] engagements ". People need to understand that the US absolutely positively needs Micron $MU to succeed and become the next big market success story. There is no if's or but's here This is the only pure domestic company that is growing at an unfathomable rate. It's growing so fast that even the share price cannot keep up with it. Memory is a NECESSITY and the US will do everything it can to keep most market share in this industry. It will even get to a point that South Korea and US are doing business together at levels we have not seen before https://twitter.com/i/web/status/2016335495236628850" [X Link](https://x.com/FeroceResearch/status/2016335495236628850) 2026-01-28T02:20Z [----] followers, [----] engagements "#Uranium about to pull off a #silver rally Sure looks like it. $URA $UUUU $USAR Few weeks ago I noted the strength of Memory stocks was a clear sign for Uranium to see inflow next This correlation isnt new. https://t.co/xuJJjCvX9W Few weeks ago I noted the strength of Memory stocks was a clear sign for Uranium to see inflow next This correlation isnt new. https://t.co/xuJJjCvX9W" [X Link](https://x.com/FeroceResearch/status/2016338126302499068) 2026-01-28T02:30Z [----] followers, 16.5K engagements "Me telling my kids in the future about how the mansion they're living in was paid by memory and silver $MU $SNDK $AG $SLV What being an investor in silver or memory has been like the last [--] months $MU $SNDK $SLV $AG https://t.co/rmcbkbGLlF What being an investor in silver or memory has been like the last [--] months $MU $SNDK $SLV $AG https://t.co/rmcbkbGLlF" [X Link](https://x.com/FeroceResearch/status/2016340064670777807) 2026-01-28T02:38Z [----] followers, [----] engagements "Silver Silver Miners Uranium Copper Memory Emerging Markets Housing You do everything you possibly can to curate your portfolio around these themes in [----]. IGNORE any noise. I have posted absurd amount of details on all of these over the past weeks/months. These themes will run much longer than what the naysayers have to say $RKT $UUUU $MU $COPX $AG $SLV https://twitter.com/i/web/status/2016725956002537717 https://twitter.com/i/web/status/2016725956002537717" [X Link](https://x.com/FeroceResearch/status/2016725956002537717) 2026-01-29T04:11Z [----] followers, [----] engagements "We generally do not short at Feroce Research other than Quantum at its highs being the most recent short $IBIT $BTC has been an active short position of ours The sacrifice of crypto to let #Silver #Copper #Uranium run will be studied in the future Has the worst actually yet to come for crypto Bitcoin $BTC is recreating an uncanny similar bearish cross from April [----] which resulted in a 39k to 18k pullback in just [--] months. While the metals frenzy remains strong oversold territory for crypto could remain oversold for a https://t.co/kDme1IwrJL Has the worst actually yet to come for crypto" [X Link](https://x.com/FeroceResearch/status/2016936678607507504) 2026-01-29T18:09Z [----] followers, [----] engagements "📊 EARNINGS IMPLIED MOVES FOR TODAY 🍎 $AAPL Apple Implied Move: 3.34% After-hours: Thu 4:30 PM EST 💾 $SNDK SanDisk Implied Move: 9.25% After-hours: Thu 4:05 PM EST 💾 $WDC Western Digital Implied Move: 9.30% After-hours: Thu 4:05 PM EST 💳 $V Visa Implied Move: 2.73% After-hours: Thu 4:05 PM EST https://twitter.com/i/web/status/2016961463446024268 https://twitter.com/i/web/status/2016961463446024268" [X Link](https://x.com/FeroceResearch/status/2016961463446024268) 2026-01-29T19:47Z [----] followers, [----] engagements "Did you take advantage of the opportunity and load up on them $UUUU $MP $USAR $URA $URNM $UAMY This is why experience is important Turns out Reuters did break out false rumors (pretends to be shocked) Dept of energy as well as major critical mineral companies all denied the headlines Quietly throughout all this #Uranium is making highs. Follow what spot prices are doing. Considering it is Reuters which broke out the rumors of the Trump admin stepping back from US critical minerals I can nearly guarantee you that this headline will be debunked very soon. Reuters has a rich history in being" [X Link](https://x.com/FeroceResearch/status/2017029089475878931) 2026-01-30T00:16Z [----] followers, [----] engagements "To make clear I have a far larger position in Uranium $UUUU and Emerging Markets $EEM than I do in $SLV as I was shaving down silver into the [---] run up However I do fully anticipate Silver and Miners such as $AG to continue making new highs in [----] This is NOT the top for metals. This was a preparation to send $DXY even lower next couple months While everyone with zero skin in the game talks about #SILVER today here is a take from someone who was publicly making silver the largest holding in the lows 30s with a [---] PT I will likely be UPGRADING my target after today and get back in with a" [X Link](https://x.com/FeroceResearch/status/2017426924604154130) 2026-01-31T02:37Z [----] followers, [----] engagements "there will be companies that will be entering the 850-1T market cap list for the first time this year while potentially some existing ones drop down [----] will be all about certain names/themes being pushed as high as possible because the markets will have no other choice but to I think after a long time will we see things stir up a bit in terms of market cap holdings" [X Link](https://x.com/FeroceResearch/status/2018444798072422518) 2026-02-02T22:01Z [----] followers, [---] engagements "- The quicker you realize this the better it will be for your portfolio Its basic math. For years software dominated the AI trade and the US markets could rely on the software industry to hold up market share With software slipping drastically domestic companies like $AMD Micron $MU Intel $INTC Sandisk $SNDK are the only ones capable of replacing the slipping names to reclaim AI market share If not them then the US market is seriously under pressure from global markets surging higher I really hope you understand this post at a much deeper level as Ive kept this very surface level. The US" [X Link](https://x.com/FeroceResearch/status/2018519013341397408) 2026-02-03T02:56Z [----] followers, 12.2K engagements "$RKT there are those who get scared from the noise and then there are those making money from the noise Be like Feroce Research the ones who have made it a staple to make money in any market out there My thesis for Rocket to go on a company historical squeeze this year has not changed since the 15s https://twitter.com/i/web/status/2018710039070969859 https://twitter.com/i/web/status/2018710039070969859" [X Link](https://x.com/FeroceResearch/status/2018710039070969859) 2026-02-03T15:35Z [----] followers, [----] engagements "Reuters trying to scare people out of an emerging industry will never stop being old Luckily you have experienced researched to prevent that from happening now [----] will be a historical year for rare earths and #uranium $UUUU $MP $USAR $URA $URNM $UAMY Did you take advantage of the opportunity and load up on them $UUUU $MP $USAR $URA $URNM $UAMY This is why experience is important Turns out Reuters did break out false rumors (pretends to be shocked) Dept of energy as well as major critical mineral companies all denied Did you take advantage of the opportunity and load up on them $UUUU $MP" [X Link](https://x.com/FeroceResearch/status/2018715105408545233) 2026-02-03T15:56Z [----] followers, [----] engagements "Brazil market entering its prime ronaldinho phase $EWZ global markets and commodities rotation is real*" [X Link](https://x.com/FeroceResearch/status/2018740171789795774) 2026-02-03T17:35Z [----] followers, [----] engagements "Micron $MU absolutely positively needs to succeed in order for US tech to stay alive in [----] There is genuinely ZERO ounce of exaggeration to this statement. I am not saying this for interactions or as a form of clickbait US tech is currently on the back of memory and if memory fails you are really testing a potential new bear market in tech this year In fact I would go as far as saying Micron at [---] is more important to be buying compared to when I made it the largest holding at [---] . People need to understand that the US absolutely positively needs Micron $MU to succeed and become the" [X Link](https://x.com/FeroceResearch/status/2018781856225800478) 2026-02-03T20:21Z [----] followers, [----] engagements "again i hate to interrupt the palantir $pltr party but there are some real serious cracks forming not seen since the tariff april lows especially with software under major stress *no position idk want to be a party pooper but until 170s is reclaimed Palantir $PLTR really is not out of the woodworks has also underperformed its implied move for earnings so far despite positive reaction hard time at 165-170 could mean 120s *no position but worth posting about idk want to be a party pooper but until 170s is reclaimed Palantir $PLTR really is not out of the woodworks has also underperformed its" [X Link](https://x.com/FeroceResearch/status/2018799737718329551) 2026-02-03T21:32Z [----] followers, [----] engagements "$RKT since going public in [----] Rocket Companies has never seen a better alignment of technicals fundamentals and macro environment [----] will be a historical year for this stock Ive been providing more than enough due diligence on this ticker for the past weeks" [X Link](https://x.com/FeroceResearch/status/2018844044009656803) 2026-02-04T00:28Z [----] followers, [----] engagements "please please please please PLEASE take this post with heavy consideration I did a whole live session tonight which went in-depth for this thesis but PLEASE understand the US tech market cannot let memory and mid-semis fail especially Micron $MU and $AMD PLEASE try to understand this - The quicker you realize this the better it will be for your portfolio Its basic math. For years software dominated the AI trade and the US markets could rely on https://t.co/S2INKIPkbD - The quicker you realize this the better it will be for your portfolio Its basic math. For years software dominated" [X Link](https://x.com/FeroceResearch/status/2018880099127312499) 2026-02-04T02:51Z [----] followers, [----] engagements "while people have been busy posting about buying the dips on popular names from the last [--] years like $COIN $HOOD $PLTR there has been a bull market else where In fact these stocks are flipping structures not seen since their bull rallies originally started. So is buying the dip really the same as buying their dips the last 1-2 years Even if they get a short term bounce there has been far too large of a change in market appeal for them to give you a v-shape recovery back to highs Adapt to what the market is giving you and taking away from you buying the dip strategy will not work for names" [X Link](https://x.com/FeroceResearch/status/2019116132636975322) 2026-02-04T18:29Z [----] followers, [----] engagements "📊 EARNINGS IMPLIED MOVES TODAY (AFTER-HOURS) 📸 $SNAP Snap Implied Move: 13.47% After-hours: Wed 4:10 PM EST 🔍 $GOOGL Alphabet Implied Move: 5.30% After-hours: Wed 4:00 PM EST 📡 $QCOM Qualcomm Implied Move: 5.57% After-hours: Wed 4:00 PM EST 🧠 $ARM Arm Holdings Implied Move: 8.03% After-hours: Wed 4:05 PM EST 💄 $ELF e.l.f. Beauty After-hours: Wed 4:05 PM EST ⚡ $WOLF Wolfspeed Implied Move: 20.92% After-hours: Wed 4:05 PM EST https://twitter.com/i/web/status/2019140855219753004 https://twitter.com/i/web/status/2019140855219753004" [X Link](https://x.com/FeroceResearch/status/2019140855219753004) 2026-02-04T20:07Z [----] followers, [---] engagements "TODAY: Palantir $PLTR suffers the largest one day drop since May [----] again i hate to interrupt the palantir $pltr party but there are some real serious cracks forming not seen since the tariff april lows especially with software under major stress *no position https://t.co/DekIYslxAU again i hate to interrupt the palantir $pltr party but there are some real serious cracks forming not seen since the tariff april lows especially with software under major stress *no position https://t.co/DekIYslxAU" [X Link](https://x.com/FeroceResearch/status/2019156680890798485) 2026-02-04T21:10Z [----] followers, [---] engagements "#GOLD $GLD #SILVER $SLV Here come the metals surging again after being mocked by the same equities owners who are under water" [X Link](https://x.com/FeroceResearch/status/2019207553880846851) 2026-02-05T00:32Z [----] followers, [----] engagements "Spread some positivity into your life markets are already very tough to maneuver. Youll do great trust me. Just tighten your circle with those who have actually handled the market with consistency As great FinX is a vast majority of larger accounts genuinely do not trade for a living hence they put up a monetization wall to make money through an audience (some are genuinely providing real time actual valuable research and a paywall is more than justified) Comparing your portfolio to what you see on here is going to significantly make your mental health worse. Why Because majority of" [X Link](https://x.com/FeroceResearch/status/2019268350610723054) 2026-02-05T04:34Z [----] followers, [----] engagements "I have fully closed out my $IBIT Bitcoin short position today. We generally do not short at Feroce Research other than Quantum at its highs being the most recent short $IBIT $BTC has https://t.co/DUXdoTQJfo We generally do not short at Feroce Research other than Quantum at its highs being the most recent short $IBIT $BTC has https://t.co/DUXdoTQJfo" [X Link](https://x.com/FeroceResearch/status/2019422408621658319) 2026-02-05T14:46Z [----] followers, [----] engagements "With that said we did initiate a short position on Palantir $PLTR yesterday We believe Palantir is one of the most inflated stocks in the entire market with significant downside attached to it as software market share gets replaced Currently down -20% since highs of this week I have fully closed out my $IBIT Bitcoin short position today. I have fully closed out my $IBIT Bitcoin short position today" [X Link](https://x.com/FeroceResearch/status/2019426769179230443) 2026-02-05T15:03Z [----] followers, [----] engagements "SOFTWARE CONTINUES TO TUMBLE Palantir $PLTR has just erased [--] months of progress in just [--] weeks while people have been busy posting about buying the dips on popular names from the last [--] years like $COIN $HOOD $PLTR there has been a bull market else where In fact these stocks are flipping structures not seen since their bull rallies originally started. So is buying the https://t.co/QBIjg4F15f while people have been busy posting about buying the dips on popular names from the last [--] years like $COIN $HOOD $PLTR there has been a bull market else where In fact these stocks are flipping" [X Link](https://x.com/FeroceResearch/status/2019430232516882709) 2026-02-05T15:17Z [----] followers, [---] engagements "@Mr_Derivatives Been trying to share you this 65k target for weeks https://x.com/feroceresearch/status/2015879505533927440s=46&t=xYcg2kK8oL58HEugF4glEw Has the worst actually yet to come for crypto Bitcoin $BTC is recreating an uncanny similar bearish cross from April [----] which resulted in a 39k to 18k pullback in just [--] months. While the metals frenzy remains strong oversold territory for crypto could remain oversold for a https://t.co/kDme1IwrJL https://x.com/feroceresearch/status/2015879505533927440s=46&t=xYcg2kK8oL58HEugF4glEw Has the worst actually yet to come for crypto Bitcoin $BTC is" [X Link](https://x.com/FeroceResearch/status/2019431438085681286) 2026-02-05T15:22Z [----] followers, [----] engagements "@Mr_Derivatives Even to the point Burry posted this same chart set up yesterday" [X Link](https://x.com/FeroceResearch/status/2019431684031279453) 2026-02-05T15:23Z [----] followers, [--] engagements "What if crypto turns out to be a commodity and metals like silver actually become a growing use-case asset Has that thought ever occurred with the current inflection point of AI moving forward Just something to ponder upon" [X Link](https://x.com/FeroceResearch/status/2019446324983177448) 2026-02-05T16:21Z [----] followers, [----] engagements "Im being very serious The landscape of the entire world has significantly changed with AI. The usage and development of AI isnt going to just one day all disappear The same way the internet till this day exists the mark from AI will be permanent moving forward AI induced tech requires significantly larger demand of silver. Whether you want to look at silver as a safe haven asset similar to gold or as a tech driven asset there are some legitimate reasons to consider a potential shift in things that were once considered a growing asset vs commodities What if crypto turns out to be a commodity" [X Link](https://x.com/FeroceResearch/status/2019447945175703881) 2026-02-05T16:28Z [----] followers, [----] engagements "$META GREEN TODAY Meta has gone through TWO (2) bear markets in the last [--] months and even despite all that it still found a way to trade at the same price as a year ago There has been tons of underlying strength within this stock for the past year despite the worst being priced in If there is one mag [--] you bet heavy on this year you without a doubt do it on this company There is a major change in company approach and their innovation this year vs last year https://twitter.com/i/web/status/2019448687324242111 https://twitter.com/i/web/status/2019448687324242111" [X Link](https://x.com/FeroceResearch/status/2019448687324242111) 2026-02-05T16:31Z [----] followers, [---] engagements "@MichalmlecYnaki Memory metals/rare minerals housing tsm/amd/intc emerging markets" [X Link](https://x.com/FeroceResearch/status/2019456075137753519) 2026-02-05T17:00Z [----] followers, [--] engagements "if you liked Palantir $PLTR at [---] you will like it even more at [---] With that said we did initiate a short position on Palantir $PLTR yesterday We believe Palantir is one of the most inflated stocks in the entire market with significant downside attached to it as software market share gets replaced Currently down -20% since highs of this https://t.co/xGz1PkdIqN With that said we did initiate a short position on Palantir $PLTR yesterday We believe Palantir is one of the most inflated stocks in the entire market with significant downside attached to it as software market share gets replaced" [X Link](https://x.com/FeroceResearch/status/2019472211216634346) 2026-02-05T18:04Z [----] followers, [----] engagements "Would you look at that 🫡 We are now witnessing the exact crypto $BTC $ETH playbook last seen in [----] Has the worst actually yet to come for crypto Bitcoin $BTC is recreating an uncanny similar bearish cross from April [----] which resulted in a 39k to 18k pullback in just [--] months. While the metals frenzy remains strong oversold territory for crypto could remain oversold for a https://t.co/kDme1IwrJL Has the worst actually yet to come for crypto Bitcoin $BTC is recreating an uncanny similar bearish cross from April [----] which resulted in a 39k to 18k pullback in just [--] months. While the metals" [X Link](https://x.com/FeroceResearch/status/2019478636458352668) 2026-02-05T18:30Z [----] followers, [----] engagements "If you want the market to save your portfolio in [----] you better start rooting for $MU Micron and Memory anon 🫡 Let's end the commodities agenda for Memory okay $MU Micron is the most important stock in the entire market right now So think again before you root for the downfall of Memory as Micron literally holds your entire portfolio in the palm of its hands https://t.co/U1huc9CpY9 $MU Micron is the most important stock in the entire market right now So think again before you root for the downfall of Memory as Micron literally holds your entire portfolio in the palm of its hands" [X Link](https://x.com/FeroceResearch/status/2019492402717667783) 2026-02-05T19:24Z [----] followers, [----] engagements "@Mr_Derivatives what if crypto turns out to be a commodity while silver pivots into a higher use-case asset of value with the new AI revolution is this a historical pivot we are witnessing between two assets after more than a decade" [X Link](https://x.com/FeroceResearch/status/2019496318662558183) 2026-02-05T19:40Z [----] followers, [---] engagements "📊 EARNINGS IMPLIED MOVES TODAY (AFTER-HOURS) $MSTR Strategy Implied Move: 7.09% After-hours: Thu 4:20 PM EST ⚡ $IREN IREN Limited Implied Move: 14.52% After-hours: Thu 4:00 PM EST 📦 $AMZN Amazon Implied Move: 7.29% After-hours: Thu 4:00 PM EST 🔋 $BE Bloom Energy Implied Move: 14.90% After-hours: Thu 4:05 PM EST 👽 $RDDT Reddit Implied Move: 12.19% After-hours: Thu 4:05 PM EST 💸 $AFRM Affirm Implied Move: 11.32% After-hours: Thu 4:20 PM EST https://twitter.com/i/web/status/2019501249347948702 https://twitter.com/i/web/status/2019501249347948702" [X Link](https://x.com/FeroceResearch/status/2019501249347948702) 2026-02-05T19:59Z [----] followers, [----] engagements "times are changing $PLTR $HOOD $COIN etc are NOT the same stocks that you loved and admired from 2024-2026 (and this is from someone who played HOOD from 30s to 105) Look around there are more opportunities elsewhere. You had [--] years to build your followings off these stocks. Father time spares no one while people have been busy posting about buying the dips on popular names from the last [--] years like $COIN $HOOD $PLTR there has been a bull market else where In fact these stocks are flipping structures not seen since their bull rallies originally started. So is buying the" [X Link](https://x.com/FeroceResearch/status/2019511218164191249) 2026-02-05T20:39Z [----] followers, [----] engagements "** $AMZN AMAZON EARNINGS 🟢 Revenue: $213.39B vs $211.49B est (BEAT) 🔴 EPS: $1.95 vs $1.96 est (MISS) 🟡 Operating Margin: 11.7% vs 11.7% est (INLINE) 🟡 1Q Net Sales Guidance: $173.5B$178.5B vs $175.54B est (INLINE RANGE)" [X Link](https://x.com/FeroceResearch/status/2019517830748893372) 2026-02-05T21:05Z [----] followers, [----] engagements "$IREN EARNINGS 🔴 EPS: -$0.52 vs -$0.07 est (MISS by 643%) 🔴 Revenue: $184.7M vs $226.9M est (MISS by 19%) -- 🔴 EPS YoY: -420% 🟢 Revenue YoY: +54% 🔴 EPS QoQ: -148% 🔴 Revenue QoQ: -23%" [X Link](https://x.com/FeroceResearch/status/2019520303534338514) 2026-02-05T21:15Z [----] followers, [----] engagements "$BE **BLOOM ENERGY EARNINGS 🟢 EPS: $0.45 vs $0.30 est (BEAT by 50%) 🟢 Revenue: $777.7M vs $645.3M est (BEAT by 21%) -- 🟢 EPS YoY: +5% 🟢 Revenue YoY: +36% 🟢 EPS QoQ: +200% 🟢 Revenue QoQ: +50%" [X Link](https://x.com/FeroceResearch/status/2019522048934940717) 2026-02-05T21:22Z [----] followers, [----] engagements "$MOH **MOLINA HEALTHCARE EARNINGS **DOWN -30% on a double guidance miss Guidance: Total Revenue: $44.5B (Est. $46.785B) 🔴 Adj. EPS: $5.00 (Est. $13.71) 🔴 $UNH $OSCR" [X Link](https://x.com/FeroceResearch/status/2019525542928625777) 2026-02-05T21:36Z [----] followers, [----] engagements "trying to catch the bottom on software names will become a $UNH type situation imo even if the selling pressure stops the market will not find the industry appealing enough to give it a v-shape recovery there is a real chance software just sits for a while $IGV $PLTR $NOW $ORCL $CRM If you thought software has been bad well it might only be getting worse IGV v SPY has just broke its uptrend since [----] That is a decade long trend which just got broken down $DUOL $ADBE $NOW https://t.co/R3tTbBimuA If you thought software has been bad well it might only be getting worse IGV v SPY has just broke" [X Link](https://x.com/FeroceResearch/status/2019527034263757089) 2026-02-05T21:42Z [----] followers, [----] engagements "The market has the chance to do the funniest thing this year Crypto $ETH $BTC turns into a commodity moving forward meanwhile Memory $MU and Silver $SLV turn into use-case assets Imagine if markets digest this change soon Im being very serious The landscape of the entire world has significantly changed with AI. The usage and development of AI isnt going to just one day all disappear The same way the internet till this day exists the mark from AI will be permanent moving forward AI induced Im being very serious The landscape of the entire world has significantly changed with AI. The usage and" [X Link](https://x.com/FeroceResearch/status/2019531117196636404) 2026-02-05T21:58Z [----] followers, [----] engagements "This is why you should never compare yourself to most large accounts on here. Youll drain your happiness over someone elses fake lifestyle 95% of accounts on here are CONTENT CREATORS not actual investors Be proud of your own circle and the research you do. Most of the accounts on here just piggy back off one another Spread some positivity into your life markets are already very tough to maneuver. Youll do great trust me. Just tighten your circle with those who have actually handled the market with consistency As great FinX is a vast majority of larger accounts genuinely do not trade Spread" [X Link](https://x.com/FeroceResearch/status/2019567048955744455) 2026-02-06T00:21Z [----] followers, [---] engagements "Unless you had the following themes or stocks in your portfolio you genuinely just had the worst 5-month stretch in the market Memory: $MU $SNDK + Samsung / SK Hynix Emerging markets: $EEM $EWZ $EWY Metals: #GOLD #SILVER $SLV Rare earths: #COPPER #URANIUM Mag 7: $GOOGL Regional bank: $KRE $IAT $RKT Transportation: $FDX $UPS I can first hand say that majority of FinX was NOT in any of these themes because the same 5-10 tickers get recycled every week here. Though I dont interact much I can clearly see what is being talked about or not I really hope that the last few months have a been an eye" [X Link](https://x.com/FeroceResearch/status/2019569095667048718) 2026-02-06T00:29Z [----] followers, [----] engagements "Member is doing a $7000 worth giveaway during our 8:10PM ET 2x weekly market live session tonight Next week we will be having a $15000 worth giveaway Make sure to get your names entered asap before the live session starts --- % ($. ) Use Promo Code: [--] https://whop.com/checkout/plan_KPorH0zhwC8Vl/ https://whop.com/checkout/plan_KPorH0zhwC8Vl/" [X Link](https://x.com/FeroceResearch/status/2019577766551625954) 2026-02-06T01:03Z [----] followers, [---] engagements "Hey @michaeljburry why delete your substack post on $MOH Molinas bull thesis today after promoting it past weeks lol $MOH **MOLINA HEALTHCARE EARNINGS **DOWN -30% on a double guidance miss Guidance: Total Revenue: $44.5B (Est. $46.785B) 🔴 Adj. EPS: $5.00 (Est. $13.71) 🔴 $UNH $OSCR https://t.co/ZIE7UOKidp $MOH **MOLINA HEALTHCARE EARNINGS **DOWN -30% on a double guidance miss Guidance: Total Revenue: $44.5B (Est. $46.785B) 🔴 Adj. EPS: $5.00 (Est. $13.71) 🔴 $UNH $OSCR https://t.co/ZIE7UOKidp" [X Link](https://x.com/FeroceResearch/status/2019619058371658065) 2026-02-06T03:48Z [----] followers, [----] engagements "$NVDA NVIDIA CEO JENSEN HUANG SAYS - No one uses AI better than Mark Zuckerberg and $META - Massive AI capex is necessary - Demand Is Sky High - GPUs Sold Six Years Ago Are Going Up In Price - Will take [--] years to figure out how much demand we have" [X Link](https://x.com/FeroceResearch/status/2019829198404432182) 2026-02-06T17:43Z [----] followers, [----] engagements "we're in a significant bull market only problem is the bull market isnt being run on your favorite stocks [----] will be one of the toughest year for many simply because they got too comfortable with the same themes for years look around it's a historical bull market everywhere https://twitter.com/i/web/status/2019859079661785091 https://twitter.com/i/web/status/2019859079661785091" [X Link](https://x.com/FeroceResearch/status/2019859079661785091) 2026-02-06T19:41Z [----] followers, [---] engagements "Having memory as your largest position the last [--] months while everyone else was focused on software and crypto $MU $SNDK" [X Link](https://x.com/FeroceResearch/status/2019954994934579647) 2026-02-07T02:02Z [----] followers, [----] engagements "First ever X article of mine being published tmrw I dont ever ask for likes or resharing but would appreciate any support I believe this will be just as helpful as my early memory and silver calls" [X Link](https://x.com/FeroceResearch/status/2020328253785862200) 2026-02-08T02:46Z [----] followers, [----] engagements "I often get asked how were you able to predict $MU Micron and $SLV Silver price action so accurately In case for those who are new and are not aware I have experience in technicals fundamentals as well as quantitative analysis for more precise timing So when I give my framework for themes or individual tickers Im able to use my expertise to also provide a timeframe for the price targets And I believe that is what heavily separates Feroce Research from many others Being able to have an entire thesis but with an actual expectation of price action so youre not left guessing when/where/why/how" [X Link](https://x.com/FeroceResearch/status/2020583245973278758) 2026-02-08T19:39Z [----] followers, [----] engagements "I believe $META becomes one of the most appealing forward priced in mag [--] companies under current market conditions Everything about META is only going to get priced in for more upside this year after having a rough last 12-14 months" [X Link](https://x.com/FeroceResearch/status/2020881841423577101) 2026-02-09T15:25Z [----] followers, [---] engagements "After a couple dry months nearly $40M worth of calls coming in for Apple $AAPL and Google $GOOGL at once expectations of pushing 5-10% PAST their previous ATHs in the next weeks / months 😏 -- social media is telling you that tech has peaked meanwhile market entities which actually move markets are telling you that we are nowhere close to peaking who do you trust here the markets or random people online seems like a very easy choice Just when you thought semis cant get any stronger $AVGO Broadcom sees near $3M worth of calls for a month out with expectations of making a 15% jump *very notable" [X Link](https://x.com/FeroceResearch/status/2020916027077325032) 2026-02-09T17:41Z [----] followers, [----] engagements "@DeItaone Slow day in the office Walter" [X Link](https://x.com/FeroceResearch/status/2021001340357419345) 2026-02-09T23:20Z [----] followers, [---] engagements "Any part of successful trading requires you to assume you WILL make errors This is where portfolio allocation and a limited amount of diversification is necessary As long as you can nail the outlier home-runs they will carry a significant weight of your portfolio automatically Having a 100% win-rate mentality is one of the easiest ways to have the market give you a reality check very quickly https://twitter.com/i/web/status/2021073973723660304 https://twitter.com/i/web/status/2021073973723660304" [X Link](https://x.com/FeroceResearch/status/2021073973723660304) 2026-02-10T04:09Z [----] followers, [---] engagements "@Jb31385 @hamids @pdicarlotrader At every $100 interval he will post about micron as the next short candidate lol Wish people did due diligence on these accounts bc it takes less than [--] seconds to backtest their posts" [X Link](https://x.com/FeroceResearch/status/2021250075255599173) 2026-02-10T15:49Z [----] followers, [--] engagements "**EMERGING MARKETS $EEM ON PACE TO HAVE HIGHEST WEEKLY OPEN AND CLOSE IN HISTORY you are not bullish enough on emerging markets However bullish you are on $EEM Emerging Markets you are not bullish enough. Substantial fundamental growth phase for the top holdings The last time a play was breaking out of a [--] decade old ATH with short interest at highs It was silver from few months ago https://t.co/oCrL9DAeO7 However bullish you are on $EEM Emerging Markets you are not bullish enough. Substantial fundamental growth phase for the top holdings The last time a play was breaking out of a [--] decade" [X Link](https://x.com/FeroceResearch/status/2021253326310957241) 2026-02-10T16:02Z [----] followers, [---] engagements "RT @investingluc: @FeroceResearch @finviz_com @TrendSpider @unusual_whales @YahooFinance @KobeissiLetter True.if we're talking research g" [X Link](https://x.com/anyuser/status/2021631517068324988) 2026-02-11T17:04Z [----] followers, [--] engagements "@icnewer To Emerging Markets $EEM yes SK is important. But not to $SOXX US markets micron" [X Link](https://x.com/FeroceResearch/status/2021715725983875301) 2026-02-11T22:39Z [----] followers, [--] engagements "NAND NAND NAND Micron $MU is not just semis at this point. One could argue that it just broke into the economic realm that software companies dreamt of achieving from AI The market is likely going to be forced to reprice Micron all over again once NAND growth catches streets by surprise Too much focus is on HBM/DRAM for good reason no doubt about it. Those will continue to be cash cows. But NAND could be the shock factor to memory revenue expectations Think of enterprise-scale NAND as the gateway to LLMs being able to consistently perform the complex tasks they are now capable of AI" [X Link](https://x.com/FeroceResearch/status/2021790230563488081) 2026-02-12T03:35Z [----] followers, [--] engagements "a valuation of 300B on Micron Technology (NASDAQ: $MU) is still on the lower end of its upside potential Being just [--] of [--] companies in the world to provide AIs memory demand while being [--] of [--] domestically puts Micron in a severely leveraged position in the AI race [---] PT" [X Link](https://x.com/FeroceResearch/status/1944832361025229291) 2025-07-14T18:52Z [----] followers, [----] engagements "$MU Since this post Micron has become the #1 ytd performing stock in the nasdaq100 and #5 ytd performing stock in the SP500 and I believe it has ANOTHER 40% upside at minimum left in it before the year ends. The news is telling you yet you keep ignoring it. Here's why: 🧵 🔸 Micron plans to exit the server chip / memory business in China. The decision comes after a Chinese ban starting in [----] on Microns products in critical infrastructure in China which crippled its competitiveness in that market 🔸 New York approves power line for Microns $100 billion semiconductor plant 🔸 $NVDA and $TSM" [X Link](https://x.com/FeroceResearch/status/1979969653775774044) 2025-10-19T17:55Z [----] followers, 11.1K engagements "$RKT . . Media is barely talking about housing and refinancing but the market and macros are telling you exactly what is next to rally I love when markets tell me what is running next while media is focused elsewhere. until that is they speak on the theme once it is ripping higher https://twitter.com/i/web/status/2008630396569723199 https://twitter.com/i/web/status/2008630396569723199" [X Link](https://x.com/FeroceResearch/status/2008630396569723199) 2026-01-06T20:02Z [----] followers, [----] engagements "while everyone is talking about #silver from friday we need more people to understand that friday was all about momentary distraction to allow global markets to exit CRYPTO AND DOLLAR We have been speaking about the downside of $BTC $ETH for weeks now This sacrifice of bitcoin and the dollar will go down in the history books for the historical rallies in Memory Metals and Copper and Rare Minerals like Uranium We generally do not short at Feroce Research other than Quantum at its highs being the most recent short $IBIT $BTC has https://t.co/DUXdoTQJfo We generally do not" [X Link](https://x.com/FeroceResearch/status/2018066968168075575) 2026-02-01T21:00Z [----] followers, [----] engagements "I have raised my $SLV PT again to $140 which is equivalent to roughly #SILVER hitting $150 per oz this year $AG can push 45s as a great silver mining candidate Theres a great chance $SILVER may not trade under 55/oz again well at least for a while. The idea that a commodity needs to pullback after a major breakout is flawed thinking mayhap idiotic thinking Studying Gold will tell you this. Why I have raised my $SLV PT to [---] 🧵 https://t.co/msL0m6nHzI Theres a great chance $SILVER may not trade under 55/oz again well at least for a while. The idea that a commodity needs to pullback after a" [X Link](https://x.com/FeroceResearch/status/2018905653012529643) 2026-02-04T04:33Z [----] followers, [----] engagements "the market might give SILVER $SLV and the juniors + miners $AG $SILJ the bounce of a lifetime in the next couple days just saying : ' **** https://t.co/5vb60AHWj1 : ' **** https://t.co/5vb60AHWj1" [X Link](https://x.com/FeroceResearch/status/2019126830981345746) 2026-02-04T19:12Z [----] followers, [----] engagements "Listen. Were in a bull market equal weighted index shows that The problem is (not for us) its a bull market composed of new industries that the average person is not aware of . actually they are aware of it but because so many people have grown an emotional attachment to the same names for the last [--] years they cant help but give other industries a chance Guess what Market runs on rotations and no theme is immortal Do yourself a favor and look around there are plenty of amazing tickers out there which are still trading at monthly highs The market is far larger than just the same [--] names you" [X Link](https://x.com/FeroceResearch/status/2019188499115549043) 2026-02-04T23:17Z [----] followers, [----] engagements "The world is finally healing exactly as it should be Inflow into the mid-semis $INTC $AMD memory $MU and emerging markets $EEM while the grandfather of software $PLTR takes the biggest hit - The quicker you realize this the better it will be for your portfolio Its basic math. For years software dominated the AI trade and the US markets could rely on https://t.co/S2INKIPkbD - The quicker you realize this the better it will be for your portfolio Its basic math. For years software dominated the AI trade and the US markets could rely on https://t.co/S2INKIPkbD" [X Link](https://x.com/FeroceResearch/status/2019424077820359020) 2026-02-05T14:53Z [----] followers, [----] engagements "JUST NOW: Emerging Markets $EEM on the verge of cracking ATHs again while the market has highs of short interest on it remember the last time silver breached ath from 40s with record high short interest" [X Link](https://x.com/FeroceResearch/status/2019871695784563076) 2026-02-06T20:31Z [----] followers, [----] engagements "For $MU Micron to be focused on NAND/DRAM and STILL getting nearly the same allocation as Samsung in HBM4 You are not bullish enough anon 🫡 * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics and around 20% for Micron. ** This report runs contrary to SemiAnalysiss estimates. * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics" [X Link](https://x.com/FeroceResearch/status/2020688120346300858) 2026-02-09T02:36Z [----] followers, 20.6K engagements "These $AVGO orders of more than $3M have already generated near 100% returns with STILL a month left into expiration you are not bullish enough anon 🫡 Just when you thought semis cant get any stronger $AVGO Broadcom sees near $3M worth of calls for a month out with expectations of making a 15% jump *very notable for this stock https://t.co/s2wEV7ScaT Just when you thought semis cant get any stronger $AVGO Broadcom sees near $3M worth of calls for a month out with expectations of making a 15% jump *very notable for this stock https://t.co/s2wEV7ScaT" [X Link](https://x.com/FeroceResearch/status/2020908034617221391) 2026-02-09T17:09Z [----] followers, [----] engagements "However bullish you are on $EEM Emerging Markets you are not bullish enough. Substantial fundamental growth phase for the top holdings The last time a play was breaking out of a [--] decade old ATH with short interest at highs It was silver from few months ago JUST NOW: Emerging Markets $EEM on the verge of cracking ATHs again while the market has highs of short interest on it remember the last time silver breached ath from 40s with record high short interest JUST NOW: Emerging Markets $EEM on the verge of cracking ATHs again while the market has highs of short interest on it remember the last" [X Link](https://x.com/FeroceResearch/status/2021064351097160167) 2026-02-10T03:31Z [----] followers, [----] engagements "In the last few days I JUST showed you YTD performance. It is literally ONLY taking the last [--] weeks worth of price action into account and nothing before that. Micron has LITERALLY outperformed the entire tech market short term while everything has bled down. You have also yet to answer my question about if you understand how options and premiums work. You clearly dont understand how options work if you think 2% moves on micron is making any % gains for anyone on both ends of the chain with premiums at elevated levels You can enjoy your block since you clearly dont need any guidance" [X Link](https://x.com/FeroceResearch/status/2021251845797056662) 2026-02-10T15:56Z [----] followers, [---] engagements "@samsolid57 To be fair $DDOG jumped 17% last earnings too just to then fall more than 50% the following weeks" [X Link](https://x.com/FeroceResearch/status/2021259086642171966) 2026-02-10T16:24Z [----] followers, [---] engagements "$RKT across all the volatility last few weeks this is one of the strongest names out there While it is a bit pre-mature if Rocket closes the month of February at current price or higher it will be the highest monthly close since Nov [----] $RKT since going public in [----] Rocket Companies has never seen a better alignment of technicals fundamentals and macro environment [----] will be a historical year for this stock Ive been providing more than enough due diligence on this ticker for the past weeks $RKT since going public in [----] Rocket Companies has never seen a better alignment of technicals" [X Link](https://x.com/FeroceResearch/status/2021260045619474628) 2026-02-10T16:28Z [----] followers, [----] engagements "$DDOG Datadog is one of the best companies out there within the cloud/cybersecurity industry However due to software having zero backbone over the last [--] months it resulted in me cutting my position back then Till this day I believe DDOG is a company which will actually thrive** with agentic AI growing. I would like for cybersecurity as a whole to showcase some detachment from SaaS and Datadog would once again be upgraded as a buy for me $HACK $IGV Not all is bad with software taking a beating **CYBERSECURITY has been holding up very well In fact this trend between $HACK / $IGV is breaking" [X Link](https://x.com/FeroceResearch/status/2021285454088200535) 2026-02-10T18:09Z [----] followers, [----] engagements "Highly encourage memory participants to start focusing on DRAM and NAND instead of just HBM. Yes HBM is very important but we also know all demand has been sold out There is an underlying shift happening and the allocation of NAND at an enterprise level will start becoming more and more important this year $MU https://twitter.com/i/web/status/2021308825199120610 https://twitter.com/i/web/status/2021308825199120610" [X Link](https://x.com/FeroceResearch/status/2021308825199120610) 2026-02-10T19:42Z [----] followers, [----] engagements "RT @FeroceResearch: $RKT . . Media is barely talkin" [X Link](https://x.com/FeroceResearch/status/2021388982265970827) 2026-02-11T01:01Z [----] followers, [--] engagements "**MICRON $MU OPENS 8% HIGHER AFTER CFO CONFIRMS HBM SHIPMENTS Let me address some recent inaccurate reporting. We are in high volume production of HBM4. We have commenced customer shipments of HBM4. This is a quarter earlier than previously guided. Our HBM4 yield is on track. It delivers speeds of over [--] GB/s and we are very confident on the product's reliability." what happened to the so called bearish micron set up everyone was supposedly talking about🙂 Theres a lot of people who have never posted about Micron $MU who have suddenly become experts on micron In fact I am seeing so many" [X Link](https://x.com/FeroceResearch/status/2021594879143354765) 2026-02-11T14:39Z [----] followers, [----] engagements "** US DOLLAR $DXY ON PACE TO HAVE LOWEST WEEKLY CLOSE SINCE [----] WHILE #GOLD ON PACE TO HAVE HIGHEST WEEKLY CLOSE IN HISTORY [--] weeks ago during the heat of Warsh's selection while most of media was focusing on the indices slipping we were talking about how the momentary jump in dollar will be used as exit liquidity for global markets. Since then crypto $btc and the dollar are on pace at having yearly low performances while metals and minerals continue to hold up. It's best to ignore the noise and stay level headed at all times. while everyone is talking about #silver from friday we need more" [X Link](https://x.com/FeroceResearch/status/2021629858590175511) 2026-02-11T16:58Z [----] followers, [---] engagements "RT @FeroceResearch: Listen. Were in a bull market equal weighted index shows that The problem is (not for us) its a bull market c" [X Link](https://x.com/FeroceResearch/status/2021646609881477460) 2026-02-11T18:04Z [----] followers, [--] engagements "I love this kind of market Makes it very evident who is actually providing quality insights and actively succeeding in the market and who was a one-hit wonder and taking advantage of others for their own good Be part of the quality communities Rare but they're out there" [X Link](https://x.com/FeroceResearch/status/2021656669458248010) 2026-02-11T18:44Z [----] followers, [---] engagements "To all the Micron $MU bears Rest now brother. We have the watch. And I'll see you at Valhalla. I once again question the sanity of Micron $MU doubters While everyone is late to the party and focused on HBM3 allocation between the [--] memory juggernauts the bottom line is that they are all meeting demands for customers. Micron has stated many times they have sold out their https://t.co/17U4KwnpK3 I once again question the sanity of Micron $MU doubters While everyone is late to the party and focused on HBM3 allocation between the [--] memory juggernauts the bottom line is that they are all meeting" [X Link](https://x.com/FeroceResearch/status/2021678534130119165) 2026-02-11T20:11Z [----] followers, [----] engagements "RT @FeroceResearch: Hey Just a reminder that Micron $MU is quite literally the most important stock in the world right now All of semis" [X Link](https://x.com/FeroceResearch/status/2021684265059065945) 2026-02-11T20:34Z [----] followers, [--] engagements "@WaRidgway1 now you're speaking my language" [X Link](https://x.com/FeroceResearch/status/2021685019387863104) 2026-02-11T20:37Z [----] followers, [--] engagements "Being bearish on semis the next few weeks/months is going to continue being a very expensive lesson for many Look around there is a bull party happening outside of the [--] tickers you became so used to seeing on here $MU $TSM $NVDA $SOXX Are you sure you want to be bearish on Semis when they can scoop up all the lost software market share from here The era of semis just got stronger and there is not a single thing you can do about it $MU $TSM $NVDA https://t.co/h9q68j5HxT Are you sure you want to be bearish on Semis when they can scoop up all the lost software market share from here The era of" [X Link](https://x.com/FeroceResearch/status/2021691396671828134) 2026-02-11T21:02Z [----] followers, [----] engagements "Commodities are turning into use-case assets and everything you thought was valuable is becoming a commodity. Will be the title of my first ever X article Yes Im aware I delayed it a bit 😔 but its something I want to perfect before publishing" [X Link](https://x.com/FeroceResearch/status/2021697164456431967) 2026-02-11T21:25Z [----] followers, [---] engagements "There is only one company pulling over $10B in revenue per quarter and is also trading at the cheapest market cap + valuation when taking all numbers into account Goes to show just how grossly undervalued Micron is with record high demand $MU - 170B $AMD - 260B $PLTR - 420B" [X Link](https://x.com/FeroceResearch/status/1973062655985201574) 2025-09-30T16:29Z [----] followers, 28.7K engagements "Earlier this year I made a prediction: Despite being much smaller at the time $MU had a better chance of reaching a $1T market cap before $AMD or $PLTR Micron is not only catching up rapidly but Micron is growing faster as the market cap increases. . I don't think you caught what I just said. Let me say it again . Micron is growing so abruptly fast that the market's valuation cannot keep up with the company's growth despite increasing market cap. Do you still believe this is a cyclical play and not a growth play If so that's fine. Keep sitting on the sidelines and witness greatness Updated" [X Link](https://x.com/FeroceResearch/status/2005830559793050015) 2025-12-30T02:37Z [----] followers, 24.6K engagements "- Data points to [----] as the inflection point for secondary copper supply to really exist. Here's the kicker: Once the market tries to front-run the shortage inventories get sucked dry faster and the deficit shows up early. IF the market tries to front-run #copper after seeing what the mis-pricing of #silver caused the copper rush is about to SIGNIFICANTLY pick up steam. $COPX $SLV" [X Link](https://x.com/FeroceResearch/status/2016722454358405333) 2026-01-29T03:57Z [----] followers, [----] engagements "📊 EARNINGS IMPLIED MOVES TODAY (AFTER-HOURS) 🧠 $AMD Advanced Micro Devices Implied Move: 7.04% After-hours: Tue 4:15 PM EST 🖥 $SMCI Supermicro Implied Move: 10.12% After-hours: Tue 4:05 PM EST 🌯 $CMG Chipotle Implied Move: 8.17% After-hours: Tue 4:10 PM EST 🎮 $TTWO Take-Two Interactive Implied Move: 5.66% After-hours: Tue 4:05 PM EST 🔋 $ENPH Enphase Energy Implied Move: 11.22% After-hours: Tue 4:05 PM EST 📡 $LUMN Lumen Technologies Implied Move: 13.89% After-hours: Tue 4:00 PM EST https://twitter.com/i/web/status/2018771904795123852 https://twitter.com/i/web/status/2018771904795123852" [X Link](https://x.com/FeroceResearch/status/2018771904795123852) 2026-02-03T19:41Z [----] followers, [----] engagements "$PLTR rally in 2024-2025 was responsible for the price action delays in $AMD and $INTC Do yourself a favor and check out the last [--] months worth of price action on these [--] stocks next to each other How the tables have turned Mid-semis party is about to get started and act as a replacement to the software market share that had more than enough time to enjoy its fame and glory Here is a fun fact: The sacrifice of Palantir $PLTR will flow directly into $AMD just like how the sacrifice of AMD originally started the mega rally in Palantir Bet you did not know that. Well now you know" [X Link](https://x.com/FeroceResearch/status/2019195970957844847) 2026-02-04T23:46Z [----] followers, [----] engagements "Are you sure you want to be bearish on Semis when they can scoop up all the lost software market share from here The era of semis just got stronger and there is not a single thing you can do about it $MU $TSM $NVDA being bearish on Semis $SOXX $SOXL and Metals #silver #gold at these prices is certainly a questionable choice. 🤫 $SLV $AG $MU https://t.co/IRwDzyR7SQ being bearish on Semis $SOXX $SOXL and Metals #silver #gold at these prices is certainly a questionable choice. 🤫 $SLV $AG $MU https://t.co/IRwDzyR7SQ" [X Link](https://x.com/FeroceResearch/status/2019821971882877227) 2026-02-06T17:14Z [----] followers, [----] engagements "Just when you thought semis cant get any stronger $AVGO Broadcom sees near $3M worth of calls for a month out with expectations of making a 15% jump *very notable for this stock Are you sure you want to be bearish on Semis when they can scoop up all the lost software market share from here The era of semis just got stronger and there is not a single thing you can do about it $MU $TSM $NVDA https://t.co/h9q68j5HxT Are you sure you want to be bearish on Semis when they can scoop up all the lost software market share from here The era of semis just got stronger and there is not a single thing" [X Link](https://x.com/FeroceResearch/status/2019827702287708276) 2026-02-06T17:37Z [----] followers, [----] engagements "Over the next [--] weeks the market is pricing in a significant rally On #silver $slv and miners $ag along with semiconductors particularly $avgo $mu $tsm" [X Link](https://x.com/FeroceResearch/status/2019857688562389088) 2026-02-06T19:36Z [----] followers, [----] engagements "$CSCO Cisco hit all time high this week surpassing the "2000 bubble" Yes your eyes are not deceiving you. Does $AVGO Broadcom follow suit The infrastructure behind cybersecurity Not all is bad with software taking a beating **CYBERSECURITY has been holding up very well In fact this trend between $HACK / $IGV is breaking out for the 1st time in over a decade The only obstacle that cybersecurity must get through is detaching itself from SaaS https://t.co/A8dPP98TLj Not all is bad with software taking a beating **CYBERSECURITY has been holding up very well In fact this trend between $HACK / $IGV" [X Link](https://x.com/FeroceResearch/status/2020239874532487445) 2026-02-07T20:54Z [----] followers, [----] engagements "lol it seems in June around $100 share i was really questioning the sanity of Micron $MU doubters just straight questioning why people are not focusing on memory right before its historical rally Do I still feel the same about Micron Absolutely" [X Link](https://x.com/FeroceResearch/status/2020929066522878434) 2026-02-09T18:33Z [----] followers, 16K engagements "Theres a lot of people who have never posted about Micron $MU who have suddenly become experts on micron In fact I am seeing so many chartist accounts who have constantly posted about short the overbought micron since the 200s Have some shame and self-respect man lol Your fear mongering posts didnt work for months and it certainly wont work for many more months to come https://twitter.com/i/web/status/2021241687058629057 https://twitter.com/i/web/status/2021241687058629057" [X Link](https://x.com/FeroceResearch/status/2021241687058629057) 2026-02-10T15:15Z [----] followers, 10.4K engagements "It's the year of "boring boomer" stonks Embrace the boring names it's healthy for the market $UPS $FDX $UPS The Revival 🛒 Not the most exciting name but the price action and fundamental shift for the company after years of downside has been very exciting to play so far One of the most under the radar reversals happening in the market https://t.co/q8x8SjILne $UPS The Revival 🛒 Not the most exciting name but the price action and fundamental shift for the company after years of downside has been very exciting to play so far One of the most under the radar reversals happening in the market" [X Link](https://x.com/FeroceResearch/status/2021274839978250553) 2026-02-10T17:27Z [----] followers, [----] engagements "I once again question the sanity of Micron $MU doubters While everyone is late to the party and focused on HBM3 allocation between the [--] memory juggernauts the bottom line is that they are all meeting demands for customers. Micron has stated many times they have sold out their HBM supply for the year and that is all that matters. Always keep in mind domestic relations will continue to keep Micron at an advantage as Mag [--] Capex continues to increase. **What actually is going over everyone's heads: The demand for NAND/DRAM is drastically increasing under the surface especially NAND at an" [X Link](https://x.com/FeroceResearch/status/2021277959034728459) 2026-02-10T17:39Z [----] followers, 21.6K engagements "Im a big fan of the direction that TSM is headed into and overall the core holdings of EEM as dollar continues to fall emerging markets will also find more appeal EWY is very dependent on memory and since Im already in a heavy position for Micron I didnt want to overexpose myself for too much memory. EEM keeps it balanced this way However bullish you are on $EEM Emerging Markets you are not bullish enough. Substantial fundamental growth phase for the top holdings The last time a play was breaking out of a [--] decade old ATH with short interest at highs It was silver from few months ago" [X Link](https://x.com/FeroceResearch/status/2021411667800629419) 2026-02-11T02:31Z [----] followers, [--] engagements "You are not bullish enough anon. 🫡 $MU $TSM $NVDA Are you sure you want to be bearish on Semis when they can scoop up all the lost software market share from here The era of semis just got stronger and there is not a single thing you can do about it $MU $TSM $NVDA https://t.co/h9q68j5HxT Are you sure you want to be bearish on Semis when they can scoop up all the lost software market share from here The era of semis just got stronger and there is not a single thing you can do about it $MU $TSM $NVDA https://t.co/h9q68j5HxT" [X Link](https://x.com/FeroceResearch/status/2021597839365656810) 2026-02-11T14:50Z [----] followers, [----] engagements "**EMERGING MARKETS $EEM TRADING AT ALL TIME HIGHS Substantial fundamental growth with a core holding of $TSM $BABA and South Korean Memory Makers Short interest at highs [--] decade long trend broken out . and youre still not taking Emerging Markets seriously However bullish you are on $EEM Emerging Markets you are not bullish enough. Substantial fundamental growth phase for the top holdings The last time a play was breaking out of a [--] decade old ATH with short interest at highs It was silver from few months ago https://t.co/oCrL9DAeO7 However bullish you are on $EEM Emerging Markets you are not" [X Link](https://x.com/FeroceResearch/status/2021601753171398712) 2026-02-11T15:06Z [----] followers, [---] engagements "A lot of memory hatred simply stems from the fact that most tech people outside of semis took a astronomical hit the last few months Instead of focusing on a $MU Micron bear case so much youve got bigger things to be worrying about So lets focus on that first Let us OGs continue to post about memory and provide people the accurate information they deserve" [X Link](https://x.com/FeroceResearch/status/2021615627090157946) 2026-02-11T16:01Z [----] followers, [----] engagements "** COPPER + MINERS ON PACE TO HAVE HIGHEST WEEKLY CLOSE IN HISTORY $COPX $ICOP - Data points to [----] as the inflection point for secondary copper supply to really exist. Here's the https://t.co/ws7YzE01Y2 - Data points to [----] as the inflection point for secondary copper supply to really exist. Here's the https://t.co/ws7YzE01Y2" [X Link](https://x.com/FeroceResearch/status/2021633859641909417) 2026-02-11T17:14Z [----] followers, [---] engagements "First you gotta shake em Then you gotta bake em. ** 30-Yr Mortgage rates at 3-yr lows while averaging [-----] lower than a year ago. $RKT - Will be the leader of the ReFi wave" [X Link](https://x.com/FeroceResearch/status/2021639130891853969) 2026-02-11T17:35Z [----] followers, [----] engagements "Hey Just a reminder that Micron $MU is quite literally the most important stock in the world right now All of semis and tech are relying on Micron to pull through. $MU Micron is the most important stock in the entire market right now So think again before you root for the downfall of Memory as Micron literally holds your entire portfolio in the palm of its hands https://t.co/U1huc9CpY9 $MU Micron is the most important stock in the entire market right now So think again before you root for the downfall of Memory as Micron literally holds your entire portfolio in the palm of its hands" [X Link](https://x.com/FeroceResearch/status/2021641749371007331) 2026-02-11T17:45Z [----] followers, [----] engagements "i wasn't exaggerating this btw $11M order coming in for #SILVER $SLV to nearly 3x from here into rest of the year . and this is just one of very notable orders I have been tracking Over the next [--] weeks the market is pricing in a significant rally On #silver $slv and miners $ag along with semiconductors particularly $avgo $mu $tsm Over the next [--] weeks the market is pricing in a significant rally On #silver $slv and miners $ag along with semiconductors particularly $avgo $mu $tsm" [X Link](https://x.com/FeroceResearch/status/2021648128177521075) 2026-02-11T18:10Z [----] followers, [----] engagements "TSMC $TSM is on its way to becoming a $3T company and many of you are not positioned accordingly for it TSMC is the largest holding of Emerging Markets by a pretty large margin #EEM $EEM Continues to hit fresh ATHs after [--] decades Look around the market is telling you everything you need to know TSMC $TSM reported January revenue up 36.8% YoY and 19.8% MoM to NT$401.3B accelerating from 20.4% YoY growth in December on strong AI demand. $NVDA $AMD $AVGO TSMC $TSM reported January revenue up 36.8% YoY and 19.8% MoM to NT$401.3B accelerating from 20.4% YoY growth in December on strong AI demand." [X Link](https://x.com/FeroceResearch/status/2021651217106211066) 2026-02-11T18:23Z [----] followers, [----] engagements "@Mr_Derivatives market waiting for bill to post a [-----] word essay on X when it drops another 30% from here and then use that as an entry" [X Link](https://x.com/FeroceResearch/status/2021655154794353045) 2026-02-11T18:38Z [----] followers, [----] engagements "Many people love to give credit to companies backed with visionary CEOs I have not seen many people talk about Sanjay Mehrotra. From being the co-founder of SanDisk to then becoming the CEO for Micron in May [----]. Fun fact: Since becoming the CEO of Micron the stock has only ever gone up If there is someone who knows memory inside and out there is no other person more credible than him $MU $SNDK" [X Link](https://x.com/FeroceResearch/status/2021668330419945661) 2026-02-11T19:31Z [----] followers, [----] engagements "Here is something fun to track While PennyMac $PFSI and Zillow $Z take hits $RKT Rocket Companies tends to take advantage of that. It would be somewhat foolish to sell Rocket due to any weaker price action from the others First you gotta shake em Then you gotta bake em. ** 30-Yr Mortgage rates at 3-yr lows while averaging [-----] lower than a year ago. $RKT - Will be the leader of the ReFi wave https://t.co/eHuYRUxeKX First you gotta shake em Then you gotta bake em. ** 30-Yr Mortgage rates at 3-yr lows while averaging [-----] lower than a year ago. $RKT - Will be the leader of the ReFi wave" [X Link](https://x.com/FeroceResearch/status/2021687519943782424) 2026-02-11T20:47Z [----] followers, [----] engagements "PAY ATTENTION TO NAND NAND AND MORE NAND Micron $MU is not just semis at this point. One could argue that it just broke into the economic realm that software companies dreamt of achieving from AI The market is likely going to be forced to reprice Micron all over again once NAND growth catches streets by surprise Too much focus is on HBM/DRAM for good reason no doubt about it. Those will continue to be cash cows. But NAND could be the shock factor to memory revenue expectations Think of enterprise-scale NAND as the gateway to LLMs being able to consistently perform the complex tasks they are" [X Link](https://x.com/FeroceResearch/status/2021794471856283664) 2026-02-12T03:52Z [----] followers, [----] engagements "CUSTOMERS ARE SCRAMBLING TO SECURE NAND CHIP INVENTORIES Japanese memory company Kioxia most of you likely know them as Toshiba just reported record NAND numbers and upped their guidance even more I just posted about NANDs thesis last [--] days Wait until enterprise NAND forces market to reprice expectations for Micron $MU 🫡 The memory bull market is still very young. $SNDK PAY ATTENTION TO NAND NAND AND MORE NAND Micron $MU is not just semis at this point. One could argue that it just broke into the economic realm that software companies dreamt of achieving from AI The market is likely going" [X Link](https://x.com/FeroceResearch/status/2021952696702349742) 2026-02-12T14:21Z [----] followers, [----] engagements "Finx content creator backed stocks continue to see fresh lows as the selling pressure amplifies Market clearly has no fundamental or technical appeal for certain themes and perhaps it would be wise to listen to the market instead of fighting the trend $HOOD $PLTR $COIN times are changing $PLTR $HOOD $COIN etc are NOT the same stocks that you loved and admired from 2024-2026 (and this is from someone who played HOOD from 30s to 105) Look around there are more opportunities elsewhere. You had [--] years to build your followings off these times are changing $PLTR $HOOD $COIN etc are NOT the same" [X Link](https://x.com/FeroceResearch/status/2021990101610549505) 2026-02-12T16:49Z [----] followers, [----] engagements "I remain short on $PLTR as I aim for [---] We rarely play downsides at Feroce Research however when we do it generally pays well For context the only plays we have taken a bearish position in recent past were $RGTI at 40s and $IBIT before the crypto sell off if you liked Palantir $PLTR at [---] you will like it even more at [---] https://t.co/E55bLIqkpg if you liked Palantir $PLTR at [---] you will like it even more at [---] https://t.co/E55bLIqkpg" [X Link](https://x.com/FeroceResearch/status/2021991722189041954) 2026-02-12T16:56Z [----] followers, [----] engagements "@ThirdWayBrit not enough appeal in that sector at the moment imo unless price action starts to pick up significantly again not too sure how the market would want direct inflow into rivian at the moment" [X Link](https://x.com/FeroceResearch/status/2021992708081168663) 2026-02-12T17:00Z [----] followers, [--] engagements "@Mr_Derivatives its going to 100" [X Link](https://x.com/FeroceResearch/status/2021994042662563918) 2026-02-12T17:05Z [----] followers, [---] engagements "Just a friendly reminder that MARKET STATISTICS will tell you memory breakout is extremely early. On average emerging industries with growth behind them last well over a year. You're not late at all to the Micron $MU party $SNDK $EEM ' The rally on Micron is only [--] months old Studying pivoting tech history will show that you have only witnessed the adolescence https://t.co/tXuxrWvqHZ ' The rally on Micron is only [--] months old Studying pivoting tech history will show that you have only witnessed the adolescence https://t.co/tXuxrWvqHZ" [X Link](https://x.com/FeroceResearch/status/2022002398332694844) 2026-02-12T17:38Z [----] followers, [----] engagements "Robinhood $HOOD and especially Palantir $PLTR continue to be presented as some of the best shorts out in the market right now" [X Link](https://x.com/FeroceResearch/status/2022008029286461761) 2026-02-12T18:00Z [----] followers, [----] engagements "@Mr_Derivatives So inverse them for the best results as thats been working the last [--] months. Good news for the market" [X Link](https://x.com/FeroceResearch/status/2022009901485371426) 2026-02-12T18:08Z [----] followers, [----] engagements "@Abhi1592p About mid 50s for HOOD and mid 90s for PLTR I think is where things flatline https://x.com/feroceresearch/status/2021990101610549505s=46&t=xYcg2kK8oL58HEugF4glEw Finx content creator backed stocks continue to see fresh lows as the selling pressure amplifies Market clearly has no fundamental or technical appeal for certain themes and perhaps it would be wise to listen to the market instead of fighting the trend $HOOD $PLTR $COIN https://t.co/wPvdZpuWKT https://x.com/feroceresearch/status/2021990101610549505s=46&t=xYcg2kK8oL58HEugF4glEw Finx content creator backed stocks continue to" [X Link](https://x.com/FeroceResearch/status/2022010312036430091) 2026-02-12T18:10Z [----] followers, [--] engagements "There is no way people see the charts and fundamental decrease of $HOOD $PLTR $COIN and say to themselves oh yeah these are great set-ups right here Finx content creator backed stocks continue to see fresh lows as the selling pressure amplifies Market clearly has no fundamental or technical appeal for certain themes and perhaps it would be wise to listen to the market instead of fighting the trend $HOOD $PLTR $COIN https://t.co/wPvdZpuWKT Finx content creator backed stocks continue to see fresh lows as the selling pressure amplifies Market clearly has no fundamental or technical appeal for" [X Link](https://x.com/FeroceResearch/status/2022026444935991406) 2026-02-12T19:14Z [----] followers, [----] engagements "When Mag [--] carried the market to ATHs the bear case was: Too concentrated. Not sustainable. Now the market is at ATHs with broader participation and somehow thats also bearish So which is it Concentration is bad Breadth is bad Or price is just higher than youre comfortable with 👀 $SPY $SPX $RSP" [X Link](https://x.com/FeroceResearch/status/2022336147569951037) 2026-02-13T15:44Z [----] followers, [---] engagements "@Mindset4Money_X who needs uber when you can teleport using LLMs" [X Link](https://x.com/FeroceResearch/status/2022352761216708808) 2026-02-13T16:50Z [----] followers, [----] engagements "You want strength in current market I'll show you strength. Which of these from the 3-headed monster goes for [--] first ReFi Mortgage - $RKT Rocket Companies Rare Earths - $UUUU (Uranium) Silver Miners - $AG" [X Link](https://x.com/FeroceResearch/status/2022358678662472014) 2026-02-13T17:14Z [----] followers, [---] engagements "Oh man memory bears can't catch a break Outside of powerhouse orders for summer and beyond $SNDK Sandisk and $MU Micron nearly $3M worth of next friday calls which are targeting an ATH push for both of them" [X Link](https://x.com/FeroceResearch/status/2022362925282005451) 2026-02-13T17:31Z [----] followers, [---] engagements "**MICRON $MU CLOSE ABOVE [------] TODAY WILL MARK THE HIGHEST WEEKLY CLOSE IN HISTORY" [X Link](https://x.com/FeroceResearch/status/2022367649485983946) 2026-02-13T17:49Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@FeroceResearch Feroce Research
Feroce Research has been actively updating its portfolio, with several notable changes. The research firm has maintained its buy ratings on various stocks, including Rocket Companies ($rkt), Micron ($mu), and Datadog ($ddog), and has raised or reiterated price targets for some of these stocks. Feroce Research's portfolio has seen significant gains, with some holdings, such as Micron and silver ($slv), contributing substantially to the portfolio's performance.
Engagements: [------] #
- [--] Week [-------] +134%
- [--] Month [-------] +167%
- [--] Months [---------] +244%
- [--] Year [---------] +1,019%
Mentions: [--] #
- [--] Week [---] +33%
- [--] Month [---] +59%
- [--] Months [-----] +160%
- [--] Year [-----] +1,036%
Followers: [-----] #
- [--] Week [-----] +6.50%
- [--] Month [-----] +24%
- [--] Months [-----] +334%
- [--] Year [-----] +1,268%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #6138 finance 50.35% technology brands 34.04% cryptocurrencies 7.09% exchanges #2771 automotive brands 2.13% countries 1.42% currencies 1.42% social networks 0.71% celebrities 0.71%
Social topic influence $mu #24, silver #2189, market #2149, $pltr #119, $rkt #2, ai 10.64%, in the 9.22%, $slv #41, emerging markets #56, stocks #3579
Top accounts mentioned or mentioned by @mrderivatives @thirdwaybrit @jb31385 @investingluc @michalmlecynaki @icnewer @waridgway1 @abhi1592p @icompassoftime @flowpom @elonnotificati2 @michaeljburry @deitaone @hamids @pdicarlotrader @finvizcom @trendspider @unusualwhales @yahoofinance @kobeissiletter
Top assets mentioned Micron Technology, Inc. (MU) Palantir Technologies Inc. (PLTR) Rocket Companies, Inc. (RKT) FIRST MAJESTIC SILVER CORP (AG) Sandisk Corporation (SNDK) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Energy Fuels Inc. (UUUU) Bitcoin (BTC) Robinhood Markets, Inc. (HOOD) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Mario Coin (COIN) Alphabet Inc Class A (GOOGL) iShares BTC Trust (IBIT) Opendoor Technologies Inc Common Stock (OPEN) USA Rare Earth, Inc. Class A Common Stock (USAR) Metadium (META) Ethereum (ETH) UnitedHealth Group (UNH) Unity Software Inc. (U) Apple, Inc. (AAPL) MP Materials Corp. (MP) Iris Energy Limited (IREN) Bloom Energy Corporation (BE) Amazon.com, Inc. (AMZN) Molina Healthcare, Inc. (MOH) Oscar Health, Inc. (OSCR) FedEx Corporation (FDX) United Parcel Service, Inc. (UPS) Intel Corporation (INTC) Datadog Inc (DDOG)
Top Social Posts
Top posts by engagements in the last [--] hours
"idk want to be a party pooper but until 170s is reclaimed Palantir $PLTR really is not out of the woodworks has also underperformed its implied move for earnings so far despite positive reaction hard time at 165-170 could mean 120s *no position but worth posting about"
X Link 2026-02-02T21:44Z [----] followers, [----] engagements
"$MU Micron is the most important stock in the entire market right now So think again before you root for the downfall of Memory as Micron literally holds your entire portfolio in the palm of its hands"
X Link 2026-02-05T18:17Z [----] followers, 10.4K engagements
"btw this is not me trying to feed you hopium in a volatile market i use these tips myself in real time for those who follow my research closely it's very important to view everything you do from the perspective of the market and not from what YOU think only looks good to you if a thesis makes sense to you AND you also see the market is showing appeal to it that's the perfect timing Please jot down what I say in this post as a mental note As a market participant when you are doing research or creating a thesis for companies there are [--] important things you MUST do: 1.) Look for industrial"
X Link 2026-02-12T17:24Z [----] followers, [---] engagements
"$U Unity This is a monster bounce in the making backed with strong earnings on Vector AI progress GEX Exposure on the [--] growing throughout the day as we see 45c for Jan also getting lit up for $3M in premium Breakout is setting up for a 52wk highs As you're very well aware of my summer thesis from [--] to [--] on $U which paid aggressively it's a great time to put Unity back on your radar again. Members of Feroce Research were notified of portfolio changes today like they do daily Unity being a big change. https://t.co/aG8qZ2kv8C As you're very well aware of my summer thesis from [--] to [--] on $U"
X Link 2025-11-05T20:27Z [----] followers, [----] engagements
"With a trump hand-picked fed coming into office as well as mortgage rates at yearly lows it seems almost of a no-brainer to be bullish on $RKT Rocket Companies into [----] There's a reason why even Google is trying to enter the housing market *top [--] holding of my research portfolio https://twitter.com/i/web/status/2001483622189027538 https://twitter.com/i/web/status/2001483622189027538"
X Link 2025-12-18T02:44Z [----] followers, [----] engagements
"Rivian and Unity Software are much more identical than you think After playing $U from 20s to [--] I explained my "turn-around' thesis can be applied to $RIVN from 12s to 23s as well. People did not take what I said seriously as these are different industries Do you see it now"
X Link 2025-12-18T21:52Z [----] followers, [----] engagements
"$RKT Rocket Companies has been one of my actively accumulating positions recently One of my top holdings going into [----] and I expect nothing but fireworks into 52wk highs for this stock Technicals fundamentals housing market environment. entire recipe is set for a surge With a trump hand-picked fed coming into office as well as mortgage rates at yearly lows it seems almost of a no-brainer to be bullish on $RKT Rocket Companies into [----] There's a reason why even Google is trying to enter the housing market *top [--] holding of my research https://t.co/3R4lGf1PBT With a trump hand-picked fed"
X Link 2025-12-24T16:04Z [----] followers, [----] engagements
"There needs to be a SERIOUS conversation about a mortgage refinance cycle as the next major market wave in [----]. Ill be sharing more on this thesis soon. $RKT Rocket Companies has been rapidly accumulated over the past few weeks as a top [--] holding for the portfolio $OPEN can fit this theme as well though no position in Opendoor https://twitter.com/i/web/status/2004371359623766186 https://twitter.com/i/web/status/2004371359623766186"
X Link 2025-12-26T01:59Z [----] followers, [----] engagements
"There will be a major rise in mortgage refinance talks in [----] $RKT Rocket Companies just so happens to have its technicals align with that timeline There needs to be a SERIOUS conversation about a mortgage refinance cycle as the next major market wave in [----]. Ill be sharing more on this thesis soon. $RKT Rocket Companies has been rapidly accumulated over the past few weeks as a top [--] holding for the portfolio $OPEN can There needs to be a SERIOUS conversation about a mortgage refinance cycle as the next major market wave in [----]. Ill be sharing more on this thesis soon. $RKT Rocket"
X Link 2025-12-30T03:39Z [----] followers, 10.1K engagements
"$RKT Rocket Companies is less than 3% away from trading at [--] week highs Not just that Rocket is less than 3% away from trading at prices not seen since going public in [----]. There are not enough people talking about the upcoming ReFi wave in [----]. $RKT up 5% just today officially trading in the 20s from the 17s. Just like our Memory and Silver waves before the crowd the refinancing wave will be just as much talked about in few weeks. $OPEN can https://t.co/ENpoW9BhiQ There are not enough people talking about the upcoming ReFi wave in [----]. $RKT up 5% just today officially trading in the"
X Link 2026-01-05T20:01Z [----] followers, [----] engagements
"After silver and micron being the top [--] largest holdings of the Feroce Research portfolio the last few months a week ago I initiated an upgrade to Rocket Companies $RKT as the 3rd largest holding So yes I expect the refinancing wave to be just as strong as my silver and memory theses before the herd I think its very beautiful how everyone is posting about the parabolic moves on silver $slv and memory $mu $sndk [--] largest holdings of Feroce Researchs portfolio which created a thesis ahead of time on exactly these moves Oh btw $rkt mortgage refinancing will be the next https://t.co/RiafajO1So I"
X Link 2026-01-08T19:11Z [----] followers, [----] engagements
"$1M+ made in just a day for everyone to witness in real time Thanks to Micron $MU Uranium $UUUU and Emerging Markets $EEM And this is just from one of many members Do you still think I was exaggerating what I said months ago $MU is going to make people see 6-7-8 figure portfolios for the first time. New milestones will be hit just because of this stock mark my words. it's been one of my heaviest researched names since the 90s $MU is going to make people see 6-7-8 figure portfolios for the first time. New milestones will be hit just because of this stock mark my words. it's been one of my"
X Link 2026-01-28T00:24Z [----] followers, [----] engagements
". People need to understand that the US absolutely positively needs Micron $MU to succeed and become the next big market success story. There is no if's or but's here This is the only pure domestic company that is growing at an unfathomable rate. It's growing so fast that even the share price cannot keep up with it. Memory is a NECESSITY and the US will do everything it can to keep most market share in this industry. It will even get to a point that South Korea and US are doing business together at levels we have not seen before https://twitter.com/i/web/status/2016335495236628850"
X Link 2026-01-28T02:20Z [----] followers, [----] engagements
"#Uranium about to pull off a #silver rally Sure looks like it. $URA $UUUU $USAR Few weeks ago I noted the strength of Memory stocks was a clear sign for Uranium to see inflow next This correlation isnt new. https://t.co/xuJJjCvX9W Few weeks ago I noted the strength of Memory stocks was a clear sign for Uranium to see inflow next This correlation isnt new. https://t.co/xuJJjCvX9W"
X Link 2026-01-28T02:30Z [----] followers, 16.5K engagements
"Me telling my kids in the future about how the mansion they're living in was paid by memory and silver $MU $SNDK $AG $SLV What being an investor in silver or memory has been like the last [--] months $MU $SNDK $SLV $AG https://t.co/rmcbkbGLlF What being an investor in silver or memory has been like the last [--] months $MU $SNDK $SLV $AG https://t.co/rmcbkbGLlF"
X Link 2026-01-28T02:38Z [----] followers, [----] engagements
"Silver Silver Miners Uranium Copper Memory Emerging Markets Housing You do everything you possibly can to curate your portfolio around these themes in [----]. IGNORE any noise. I have posted absurd amount of details on all of these over the past weeks/months. These themes will run much longer than what the naysayers have to say $RKT $UUUU $MU $COPX $AG $SLV https://twitter.com/i/web/status/2016725956002537717 https://twitter.com/i/web/status/2016725956002537717"
X Link 2026-01-29T04:11Z [----] followers, [----] engagements
"We generally do not short at Feroce Research other than Quantum at its highs being the most recent short $IBIT $BTC has been an active short position of ours The sacrifice of crypto to let #Silver #Copper #Uranium run will be studied in the future Has the worst actually yet to come for crypto Bitcoin $BTC is recreating an uncanny similar bearish cross from April [----] which resulted in a 39k to 18k pullback in just [--] months. While the metals frenzy remains strong oversold territory for crypto could remain oversold for a https://t.co/kDme1IwrJL Has the worst actually yet to come for crypto"
X Link 2026-01-29T18:09Z [----] followers, [----] engagements
"📊 EARNINGS IMPLIED MOVES FOR TODAY 🍎 $AAPL Apple Implied Move: 3.34% After-hours: Thu 4:30 PM EST 💾 $SNDK SanDisk Implied Move: 9.25% After-hours: Thu 4:05 PM EST 💾 $WDC Western Digital Implied Move: 9.30% After-hours: Thu 4:05 PM EST 💳 $V Visa Implied Move: 2.73% After-hours: Thu 4:05 PM EST https://twitter.com/i/web/status/2016961463446024268 https://twitter.com/i/web/status/2016961463446024268"
X Link 2026-01-29T19:47Z [----] followers, [----] engagements
"Did you take advantage of the opportunity and load up on them $UUUU $MP $USAR $URA $URNM $UAMY This is why experience is important Turns out Reuters did break out false rumors (pretends to be shocked) Dept of energy as well as major critical mineral companies all denied the headlines Quietly throughout all this #Uranium is making highs. Follow what spot prices are doing. Considering it is Reuters which broke out the rumors of the Trump admin stepping back from US critical minerals I can nearly guarantee you that this headline will be debunked very soon. Reuters has a rich history in being"
X Link 2026-01-30T00:16Z [----] followers, [----] engagements
"To make clear I have a far larger position in Uranium $UUUU and Emerging Markets $EEM than I do in $SLV as I was shaving down silver into the [---] run up However I do fully anticipate Silver and Miners such as $AG to continue making new highs in [----] This is NOT the top for metals. This was a preparation to send $DXY even lower next couple months While everyone with zero skin in the game talks about #SILVER today here is a take from someone who was publicly making silver the largest holding in the lows 30s with a [---] PT I will likely be UPGRADING my target after today and get back in with a"
X Link 2026-01-31T02:37Z [----] followers, [----] engagements
"there will be companies that will be entering the 850-1T market cap list for the first time this year while potentially some existing ones drop down [----] will be all about certain names/themes being pushed as high as possible because the markets will have no other choice but to I think after a long time will we see things stir up a bit in terms of market cap holdings"
X Link 2026-02-02T22:01Z [----] followers, [---] engagements
"- The quicker you realize this the better it will be for your portfolio Its basic math. For years software dominated the AI trade and the US markets could rely on the software industry to hold up market share With software slipping drastically domestic companies like $AMD Micron $MU Intel $INTC Sandisk $SNDK are the only ones capable of replacing the slipping names to reclaim AI market share If not them then the US market is seriously under pressure from global markets surging higher I really hope you understand this post at a much deeper level as Ive kept this very surface level. The US"
X Link 2026-02-03T02:56Z [----] followers, 12.2K engagements
"$RKT there are those who get scared from the noise and then there are those making money from the noise Be like Feroce Research the ones who have made it a staple to make money in any market out there My thesis for Rocket to go on a company historical squeeze this year has not changed since the 15s https://twitter.com/i/web/status/2018710039070969859 https://twitter.com/i/web/status/2018710039070969859"
X Link 2026-02-03T15:35Z [----] followers, [----] engagements
"Reuters trying to scare people out of an emerging industry will never stop being old Luckily you have experienced researched to prevent that from happening now [----] will be a historical year for rare earths and #uranium $UUUU $MP $USAR $URA $URNM $UAMY Did you take advantage of the opportunity and load up on them $UUUU $MP $USAR $URA $URNM $UAMY This is why experience is important Turns out Reuters did break out false rumors (pretends to be shocked) Dept of energy as well as major critical mineral companies all denied Did you take advantage of the opportunity and load up on them $UUUU $MP"
X Link 2026-02-03T15:56Z [----] followers, [----] engagements
"Brazil market entering its prime ronaldinho phase $EWZ global markets and commodities rotation is real*"
X Link 2026-02-03T17:35Z [----] followers, [----] engagements
"Micron $MU absolutely positively needs to succeed in order for US tech to stay alive in [----] There is genuinely ZERO ounce of exaggeration to this statement. I am not saying this for interactions or as a form of clickbait US tech is currently on the back of memory and if memory fails you are really testing a potential new bear market in tech this year In fact I would go as far as saying Micron at [---] is more important to be buying compared to when I made it the largest holding at [---] . People need to understand that the US absolutely positively needs Micron $MU to succeed and become the"
X Link 2026-02-03T20:21Z [----] followers, [----] engagements
"again i hate to interrupt the palantir $pltr party but there are some real serious cracks forming not seen since the tariff april lows especially with software under major stress *no position idk want to be a party pooper but until 170s is reclaimed Palantir $PLTR really is not out of the woodworks has also underperformed its implied move for earnings so far despite positive reaction hard time at 165-170 could mean 120s *no position but worth posting about idk want to be a party pooper but until 170s is reclaimed Palantir $PLTR really is not out of the woodworks has also underperformed its"
X Link 2026-02-03T21:32Z [----] followers, [----] engagements
"$RKT since going public in [----] Rocket Companies has never seen a better alignment of technicals fundamentals and macro environment [----] will be a historical year for this stock Ive been providing more than enough due diligence on this ticker for the past weeks"
X Link 2026-02-04T00:28Z [----] followers, [----] engagements
"please please please please PLEASE take this post with heavy consideration I did a whole live session tonight which went in-depth for this thesis but PLEASE understand the US tech market cannot let memory and mid-semis fail especially Micron $MU and $AMD PLEASE try to understand this - The quicker you realize this the better it will be for your portfolio Its basic math. For years software dominated the AI trade and the US markets could rely on https://t.co/S2INKIPkbD - The quicker you realize this the better it will be for your portfolio Its basic math. For years software dominated"
X Link 2026-02-04T02:51Z [----] followers, [----] engagements
"while people have been busy posting about buying the dips on popular names from the last [--] years like $COIN $HOOD $PLTR there has been a bull market else where In fact these stocks are flipping structures not seen since their bull rallies originally started. So is buying the dip really the same as buying their dips the last 1-2 years Even if they get a short term bounce there has been far too large of a change in market appeal for them to give you a v-shape recovery back to highs Adapt to what the market is giving you and taking away from you buying the dip strategy will not work for names"
X Link 2026-02-04T18:29Z [----] followers, [----] engagements
"📊 EARNINGS IMPLIED MOVES TODAY (AFTER-HOURS) 📸 $SNAP Snap Implied Move: 13.47% After-hours: Wed 4:10 PM EST 🔍 $GOOGL Alphabet Implied Move: 5.30% After-hours: Wed 4:00 PM EST 📡 $QCOM Qualcomm Implied Move: 5.57% After-hours: Wed 4:00 PM EST 🧠 $ARM Arm Holdings Implied Move: 8.03% After-hours: Wed 4:05 PM EST 💄 $ELF e.l.f. Beauty After-hours: Wed 4:05 PM EST ⚡ $WOLF Wolfspeed Implied Move: 20.92% After-hours: Wed 4:05 PM EST https://twitter.com/i/web/status/2019140855219753004 https://twitter.com/i/web/status/2019140855219753004"
X Link 2026-02-04T20:07Z [----] followers, [---] engagements
"TODAY: Palantir $PLTR suffers the largest one day drop since May [----] again i hate to interrupt the palantir $pltr party but there are some real serious cracks forming not seen since the tariff april lows especially with software under major stress *no position https://t.co/DekIYslxAU again i hate to interrupt the palantir $pltr party but there are some real serious cracks forming not seen since the tariff april lows especially with software under major stress *no position https://t.co/DekIYslxAU"
X Link 2026-02-04T21:10Z [----] followers, [---] engagements
"#GOLD $GLD #SILVER $SLV Here come the metals surging again after being mocked by the same equities owners who are under water"
X Link 2026-02-05T00:32Z [----] followers, [----] engagements
"Spread some positivity into your life markets are already very tough to maneuver. Youll do great trust me. Just tighten your circle with those who have actually handled the market with consistency As great FinX is a vast majority of larger accounts genuinely do not trade for a living hence they put up a monetization wall to make money through an audience (some are genuinely providing real time actual valuable research and a paywall is more than justified) Comparing your portfolio to what you see on here is going to significantly make your mental health worse. Why Because majority of"
X Link 2026-02-05T04:34Z [----] followers, [----] engagements
"I have fully closed out my $IBIT Bitcoin short position today. We generally do not short at Feroce Research other than Quantum at its highs being the most recent short $IBIT $BTC has https://t.co/DUXdoTQJfo We generally do not short at Feroce Research other than Quantum at its highs being the most recent short $IBIT $BTC has https://t.co/DUXdoTQJfo"
X Link 2026-02-05T14:46Z [----] followers, [----] engagements
"With that said we did initiate a short position on Palantir $PLTR yesterday We believe Palantir is one of the most inflated stocks in the entire market with significant downside attached to it as software market share gets replaced Currently down -20% since highs of this week I have fully closed out my $IBIT Bitcoin short position today. I have fully closed out my $IBIT Bitcoin short position today"
X Link 2026-02-05T15:03Z [----] followers, [----] engagements
"SOFTWARE CONTINUES TO TUMBLE Palantir $PLTR has just erased [--] months of progress in just [--] weeks while people have been busy posting about buying the dips on popular names from the last [--] years like $COIN $HOOD $PLTR there has been a bull market else where In fact these stocks are flipping structures not seen since their bull rallies originally started. So is buying the https://t.co/QBIjg4F15f while people have been busy posting about buying the dips on popular names from the last [--] years like $COIN $HOOD $PLTR there has been a bull market else where In fact these stocks are flipping"
X Link 2026-02-05T15:17Z [----] followers, [---] engagements
"@Mr_Derivatives Been trying to share you this 65k target for weeks https://x.com/feroceresearch/status/2015879505533927440s=46&t=xYcg2kK8oL58HEugF4glEw Has the worst actually yet to come for crypto Bitcoin $BTC is recreating an uncanny similar bearish cross from April [----] which resulted in a 39k to 18k pullback in just [--] months. While the metals frenzy remains strong oversold territory for crypto could remain oversold for a https://t.co/kDme1IwrJL https://x.com/feroceresearch/status/2015879505533927440s=46&t=xYcg2kK8oL58HEugF4glEw Has the worst actually yet to come for crypto Bitcoin $BTC is"
X Link 2026-02-05T15:22Z [----] followers, [----] engagements
"@Mr_Derivatives Even to the point Burry posted this same chart set up yesterday"
X Link 2026-02-05T15:23Z [----] followers, [--] engagements
"What if crypto turns out to be a commodity and metals like silver actually become a growing use-case asset Has that thought ever occurred with the current inflection point of AI moving forward Just something to ponder upon"
X Link 2026-02-05T16:21Z [----] followers, [----] engagements
"Im being very serious The landscape of the entire world has significantly changed with AI. The usage and development of AI isnt going to just one day all disappear The same way the internet till this day exists the mark from AI will be permanent moving forward AI induced tech requires significantly larger demand of silver. Whether you want to look at silver as a safe haven asset similar to gold or as a tech driven asset there are some legitimate reasons to consider a potential shift in things that were once considered a growing asset vs commodities What if crypto turns out to be a commodity"
X Link 2026-02-05T16:28Z [----] followers, [----] engagements
"$META GREEN TODAY Meta has gone through TWO (2) bear markets in the last [--] months and even despite all that it still found a way to trade at the same price as a year ago There has been tons of underlying strength within this stock for the past year despite the worst being priced in If there is one mag [--] you bet heavy on this year you without a doubt do it on this company There is a major change in company approach and their innovation this year vs last year https://twitter.com/i/web/status/2019448687324242111 https://twitter.com/i/web/status/2019448687324242111"
X Link 2026-02-05T16:31Z [----] followers, [---] engagements
"@MichalmlecYnaki Memory metals/rare minerals housing tsm/amd/intc emerging markets"
X Link 2026-02-05T17:00Z [----] followers, [--] engagements
"if you liked Palantir $PLTR at [---] you will like it even more at [---] With that said we did initiate a short position on Palantir $PLTR yesterday We believe Palantir is one of the most inflated stocks in the entire market with significant downside attached to it as software market share gets replaced Currently down -20% since highs of this https://t.co/xGz1PkdIqN With that said we did initiate a short position on Palantir $PLTR yesterday We believe Palantir is one of the most inflated stocks in the entire market with significant downside attached to it as software market share gets replaced"
X Link 2026-02-05T18:04Z [----] followers, [----] engagements
"Would you look at that 🫡 We are now witnessing the exact crypto $BTC $ETH playbook last seen in [----] Has the worst actually yet to come for crypto Bitcoin $BTC is recreating an uncanny similar bearish cross from April [----] which resulted in a 39k to 18k pullback in just [--] months. While the metals frenzy remains strong oversold territory for crypto could remain oversold for a https://t.co/kDme1IwrJL Has the worst actually yet to come for crypto Bitcoin $BTC is recreating an uncanny similar bearish cross from April [----] which resulted in a 39k to 18k pullback in just [--] months. While the metals"
X Link 2026-02-05T18:30Z [----] followers, [----] engagements
"If you want the market to save your portfolio in [----] you better start rooting for $MU Micron and Memory anon 🫡 Let's end the commodities agenda for Memory okay $MU Micron is the most important stock in the entire market right now So think again before you root for the downfall of Memory as Micron literally holds your entire portfolio in the palm of its hands https://t.co/U1huc9CpY9 $MU Micron is the most important stock in the entire market right now So think again before you root for the downfall of Memory as Micron literally holds your entire portfolio in the palm of its hands"
X Link 2026-02-05T19:24Z [----] followers, [----] engagements
"@Mr_Derivatives what if crypto turns out to be a commodity while silver pivots into a higher use-case asset of value with the new AI revolution is this a historical pivot we are witnessing between two assets after more than a decade"
X Link 2026-02-05T19:40Z [----] followers, [---] engagements
"📊 EARNINGS IMPLIED MOVES TODAY (AFTER-HOURS) $MSTR Strategy Implied Move: 7.09% After-hours: Thu 4:20 PM EST ⚡ $IREN IREN Limited Implied Move: 14.52% After-hours: Thu 4:00 PM EST 📦 $AMZN Amazon Implied Move: 7.29% After-hours: Thu 4:00 PM EST 🔋 $BE Bloom Energy Implied Move: 14.90% After-hours: Thu 4:05 PM EST 👽 $RDDT Reddit Implied Move: 12.19% After-hours: Thu 4:05 PM EST 💸 $AFRM Affirm Implied Move: 11.32% After-hours: Thu 4:20 PM EST https://twitter.com/i/web/status/2019501249347948702 https://twitter.com/i/web/status/2019501249347948702"
X Link 2026-02-05T19:59Z [----] followers, [----] engagements
"times are changing $PLTR $HOOD $COIN etc are NOT the same stocks that you loved and admired from 2024-2026 (and this is from someone who played HOOD from 30s to 105) Look around there are more opportunities elsewhere. You had [--] years to build your followings off these stocks. Father time spares no one while people have been busy posting about buying the dips on popular names from the last [--] years like $COIN $HOOD $PLTR there has been a bull market else where In fact these stocks are flipping structures not seen since their bull rallies originally started. So is buying the"
X Link 2026-02-05T20:39Z [----] followers, [----] engagements
"** $AMZN AMAZON EARNINGS 🟢 Revenue: $213.39B vs $211.49B est (BEAT) 🔴 EPS: $1.95 vs $1.96 est (MISS) 🟡 Operating Margin: 11.7% vs 11.7% est (INLINE) 🟡 1Q Net Sales Guidance: $173.5B$178.5B vs $175.54B est (INLINE RANGE)"
X Link 2026-02-05T21:05Z [----] followers, [----] engagements
"$IREN EARNINGS 🔴 EPS: -$0.52 vs -$0.07 est (MISS by 643%) 🔴 Revenue: $184.7M vs $226.9M est (MISS by 19%) -- 🔴 EPS YoY: -420% 🟢 Revenue YoY: +54% 🔴 EPS QoQ: -148% 🔴 Revenue QoQ: -23%"
X Link 2026-02-05T21:15Z [----] followers, [----] engagements
"$BE **BLOOM ENERGY EARNINGS 🟢 EPS: $0.45 vs $0.30 est (BEAT by 50%) 🟢 Revenue: $777.7M vs $645.3M est (BEAT by 21%) -- 🟢 EPS YoY: +5% 🟢 Revenue YoY: +36% 🟢 EPS QoQ: +200% 🟢 Revenue QoQ: +50%"
X Link 2026-02-05T21:22Z [----] followers, [----] engagements
"$MOH **MOLINA HEALTHCARE EARNINGS **DOWN -30% on a double guidance miss Guidance: Total Revenue: $44.5B (Est. $46.785B) 🔴 Adj. EPS: $5.00 (Est. $13.71) 🔴 $UNH $OSCR"
X Link 2026-02-05T21:36Z [----] followers, [----] engagements
"trying to catch the bottom on software names will become a $UNH type situation imo even if the selling pressure stops the market will not find the industry appealing enough to give it a v-shape recovery there is a real chance software just sits for a while $IGV $PLTR $NOW $ORCL $CRM If you thought software has been bad well it might only be getting worse IGV v SPY has just broke its uptrend since [----] That is a decade long trend which just got broken down $DUOL $ADBE $NOW https://t.co/R3tTbBimuA If you thought software has been bad well it might only be getting worse IGV v SPY has just broke"
X Link 2026-02-05T21:42Z [----] followers, [----] engagements
"The market has the chance to do the funniest thing this year Crypto $ETH $BTC turns into a commodity moving forward meanwhile Memory $MU and Silver $SLV turn into use-case assets Imagine if markets digest this change soon Im being very serious The landscape of the entire world has significantly changed with AI. The usage and development of AI isnt going to just one day all disappear The same way the internet till this day exists the mark from AI will be permanent moving forward AI induced Im being very serious The landscape of the entire world has significantly changed with AI. The usage and"
X Link 2026-02-05T21:58Z [----] followers, [----] engagements
"This is why you should never compare yourself to most large accounts on here. Youll drain your happiness over someone elses fake lifestyle 95% of accounts on here are CONTENT CREATORS not actual investors Be proud of your own circle and the research you do. Most of the accounts on here just piggy back off one another Spread some positivity into your life markets are already very tough to maneuver. Youll do great trust me. Just tighten your circle with those who have actually handled the market with consistency As great FinX is a vast majority of larger accounts genuinely do not trade Spread"
X Link 2026-02-06T00:21Z [----] followers, [---] engagements
"Unless you had the following themes or stocks in your portfolio you genuinely just had the worst 5-month stretch in the market Memory: $MU $SNDK + Samsung / SK Hynix Emerging markets: $EEM $EWZ $EWY Metals: #GOLD #SILVER $SLV Rare earths: #COPPER #URANIUM Mag 7: $GOOGL Regional bank: $KRE $IAT $RKT Transportation: $FDX $UPS I can first hand say that majority of FinX was NOT in any of these themes because the same 5-10 tickers get recycled every week here. Though I dont interact much I can clearly see what is being talked about or not I really hope that the last few months have a been an eye"
X Link 2026-02-06T00:29Z [----] followers, [----] engagements
"Member is doing a $7000 worth giveaway during our 8:10PM ET 2x weekly market live session tonight Next week we will be having a $15000 worth giveaway Make sure to get your names entered asap before the live session starts --- % ($. ) Use Promo Code: [--] https://whop.com/checkout/plan_KPorH0zhwC8Vl/ https://whop.com/checkout/plan_KPorH0zhwC8Vl/"
X Link 2026-02-06T01:03Z [----] followers, [---] engagements
"Hey @michaeljburry why delete your substack post on $MOH Molinas bull thesis today after promoting it past weeks lol $MOH **MOLINA HEALTHCARE EARNINGS **DOWN -30% on a double guidance miss Guidance: Total Revenue: $44.5B (Est. $46.785B) 🔴 Adj. EPS: $5.00 (Est. $13.71) 🔴 $UNH $OSCR https://t.co/ZIE7UOKidp $MOH **MOLINA HEALTHCARE EARNINGS **DOWN -30% on a double guidance miss Guidance: Total Revenue: $44.5B (Est. $46.785B) 🔴 Adj. EPS: $5.00 (Est. $13.71) 🔴 $UNH $OSCR https://t.co/ZIE7UOKidp"
X Link 2026-02-06T03:48Z [----] followers, [----] engagements
"$NVDA NVIDIA CEO JENSEN HUANG SAYS - No one uses AI better than Mark Zuckerberg and $META - Massive AI capex is necessary - Demand Is Sky High - GPUs Sold Six Years Ago Are Going Up In Price - Will take [--] years to figure out how much demand we have"
X Link 2026-02-06T17:43Z [----] followers, [----] engagements
"we're in a significant bull market only problem is the bull market isnt being run on your favorite stocks [----] will be one of the toughest year for many simply because they got too comfortable with the same themes for years look around it's a historical bull market everywhere https://twitter.com/i/web/status/2019859079661785091 https://twitter.com/i/web/status/2019859079661785091"
X Link 2026-02-06T19:41Z [----] followers, [---] engagements
"Having memory as your largest position the last [--] months while everyone else was focused on software and crypto $MU $SNDK"
X Link 2026-02-07T02:02Z [----] followers, [----] engagements
"First ever X article of mine being published tmrw I dont ever ask for likes or resharing but would appreciate any support I believe this will be just as helpful as my early memory and silver calls"
X Link 2026-02-08T02:46Z [----] followers, [----] engagements
"I often get asked how were you able to predict $MU Micron and $SLV Silver price action so accurately In case for those who are new and are not aware I have experience in technicals fundamentals as well as quantitative analysis for more precise timing So when I give my framework for themes or individual tickers Im able to use my expertise to also provide a timeframe for the price targets And I believe that is what heavily separates Feroce Research from many others Being able to have an entire thesis but with an actual expectation of price action so youre not left guessing when/where/why/how"
X Link 2026-02-08T19:39Z [----] followers, [----] engagements
"I believe $META becomes one of the most appealing forward priced in mag [--] companies under current market conditions Everything about META is only going to get priced in for more upside this year after having a rough last 12-14 months"
X Link 2026-02-09T15:25Z [----] followers, [---] engagements
"After a couple dry months nearly $40M worth of calls coming in for Apple $AAPL and Google $GOOGL at once expectations of pushing 5-10% PAST their previous ATHs in the next weeks / months 😏 -- social media is telling you that tech has peaked meanwhile market entities which actually move markets are telling you that we are nowhere close to peaking who do you trust here the markets or random people online seems like a very easy choice Just when you thought semis cant get any stronger $AVGO Broadcom sees near $3M worth of calls for a month out with expectations of making a 15% jump *very notable"
X Link 2026-02-09T17:41Z [----] followers, [----] engagements
"@DeItaone Slow day in the office Walter"
X Link 2026-02-09T23:20Z [----] followers, [---] engagements
"Any part of successful trading requires you to assume you WILL make errors This is where portfolio allocation and a limited amount of diversification is necessary As long as you can nail the outlier home-runs they will carry a significant weight of your portfolio automatically Having a 100% win-rate mentality is one of the easiest ways to have the market give you a reality check very quickly https://twitter.com/i/web/status/2021073973723660304 https://twitter.com/i/web/status/2021073973723660304"
X Link 2026-02-10T04:09Z [----] followers, [---] engagements
"@Jb31385 @hamids @pdicarlotrader At every $100 interval he will post about micron as the next short candidate lol Wish people did due diligence on these accounts bc it takes less than [--] seconds to backtest their posts"
X Link 2026-02-10T15:49Z [----] followers, [--] engagements
"**EMERGING MARKETS $EEM ON PACE TO HAVE HIGHEST WEEKLY OPEN AND CLOSE IN HISTORY you are not bullish enough on emerging markets However bullish you are on $EEM Emerging Markets you are not bullish enough. Substantial fundamental growth phase for the top holdings The last time a play was breaking out of a [--] decade old ATH with short interest at highs It was silver from few months ago https://t.co/oCrL9DAeO7 However bullish you are on $EEM Emerging Markets you are not bullish enough. Substantial fundamental growth phase for the top holdings The last time a play was breaking out of a [--] decade"
X Link 2026-02-10T16:02Z [----] followers, [---] engagements
"RT @investingluc: @FeroceResearch @finviz_com @TrendSpider @unusual_whales @YahooFinance @KobeissiLetter True.if we're talking research g"
X Link 2026-02-11T17:04Z [----] followers, [--] engagements
"@icnewer To Emerging Markets $EEM yes SK is important. But not to $SOXX US markets micron"
X Link 2026-02-11T22:39Z [----] followers, [--] engagements
"NAND NAND NAND Micron $MU is not just semis at this point. One could argue that it just broke into the economic realm that software companies dreamt of achieving from AI The market is likely going to be forced to reprice Micron all over again once NAND growth catches streets by surprise Too much focus is on HBM/DRAM for good reason no doubt about it. Those will continue to be cash cows. But NAND could be the shock factor to memory revenue expectations Think of enterprise-scale NAND as the gateway to LLMs being able to consistently perform the complex tasks they are now capable of AI"
X Link 2026-02-12T03:35Z [----] followers, [--] engagements
"a valuation of 300B on Micron Technology (NASDAQ: $MU) is still on the lower end of its upside potential Being just [--] of [--] companies in the world to provide AIs memory demand while being [--] of [--] domestically puts Micron in a severely leveraged position in the AI race [---] PT"
X Link 2025-07-14T18:52Z [----] followers, [----] engagements
"$MU Since this post Micron has become the #1 ytd performing stock in the nasdaq100 and #5 ytd performing stock in the SP500 and I believe it has ANOTHER 40% upside at minimum left in it before the year ends. The news is telling you yet you keep ignoring it. Here's why: 🧵 🔸 Micron plans to exit the server chip / memory business in China. The decision comes after a Chinese ban starting in [----] on Microns products in critical infrastructure in China which crippled its competitiveness in that market 🔸 New York approves power line for Microns $100 billion semiconductor plant 🔸 $NVDA and $TSM"
X Link 2025-10-19T17:55Z [----] followers, 11.1K engagements
"$RKT . . Media is barely talking about housing and refinancing but the market and macros are telling you exactly what is next to rally I love when markets tell me what is running next while media is focused elsewhere. until that is they speak on the theme once it is ripping higher https://twitter.com/i/web/status/2008630396569723199 https://twitter.com/i/web/status/2008630396569723199"
X Link 2026-01-06T20:02Z [----] followers, [----] engagements
"while everyone is talking about #silver from friday we need more people to understand that friday was all about momentary distraction to allow global markets to exit CRYPTO AND DOLLAR We have been speaking about the downside of $BTC $ETH for weeks now This sacrifice of bitcoin and the dollar will go down in the history books for the historical rallies in Memory Metals and Copper and Rare Minerals like Uranium We generally do not short at Feroce Research other than Quantum at its highs being the most recent short $IBIT $BTC has https://t.co/DUXdoTQJfo We generally do not"
X Link 2026-02-01T21:00Z [----] followers, [----] engagements
"I have raised my $SLV PT again to $140 which is equivalent to roughly #SILVER hitting $150 per oz this year $AG can push 45s as a great silver mining candidate Theres a great chance $SILVER may not trade under 55/oz again well at least for a while. The idea that a commodity needs to pullback after a major breakout is flawed thinking mayhap idiotic thinking Studying Gold will tell you this. Why I have raised my $SLV PT to [---] 🧵 https://t.co/msL0m6nHzI Theres a great chance $SILVER may not trade under 55/oz again well at least for a while. The idea that a commodity needs to pullback after a"
X Link 2026-02-04T04:33Z [----] followers, [----] engagements
"the market might give SILVER $SLV and the juniors + miners $AG $SILJ the bounce of a lifetime in the next couple days just saying : ' **** https://t.co/5vb60AHWj1 : ' **** https://t.co/5vb60AHWj1"
X Link 2026-02-04T19:12Z [----] followers, [----] engagements
"Listen. Were in a bull market equal weighted index shows that The problem is (not for us) its a bull market composed of new industries that the average person is not aware of . actually they are aware of it but because so many people have grown an emotional attachment to the same names for the last [--] years they cant help but give other industries a chance Guess what Market runs on rotations and no theme is immortal Do yourself a favor and look around there are plenty of amazing tickers out there which are still trading at monthly highs The market is far larger than just the same [--] names you"
X Link 2026-02-04T23:17Z [----] followers, [----] engagements
"The world is finally healing exactly as it should be Inflow into the mid-semis $INTC $AMD memory $MU and emerging markets $EEM while the grandfather of software $PLTR takes the biggest hit - The quicker you realize this the better it will be for your portfolio Its basic math. For years software dominated the AI trade and the US markets could rely on https://t.co/S2INKIPkbD - The quicker you realize this the better it will be for your portfolio Its basic math. For years software dominated the AI trade and the US markets could rely on https://t.co/S2INKIPkbD"
X Link 2026-02-05T14:53Z [----] followers, [----] engagements
"JUST NOW: Emerging Markets $EEM on the verge of cracking ATHs again while the market has highs of short interest on it remember the last time silver breached ath from 40s with record high short interest"
X Link 2026-02-06T20:31Z [----] followers, [----] engagements
"For $MU Micron to be focused on NAND/DRAM and STILL getting nearly the same allocation as Samsung in HBM4 You are not bullish enough anon 🫡 * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics and around 20% for Micron. ** This report runs contrary to SemiAnalysiss estimates. * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics"
X Link 2026-02-09T02:36Z [----] followers, 20.6K engagements
"These $AVGO orders of more than $3M have already generated near 100% returns with STILL a month left into expiration you are not bullish enough anon 🫡 Just when you thought semis cant get any stronger $AVGO Broadcom sees near $3M worth of calls for a month out with expectations of making a 15% jump *very notable for this stock https://t.co/s2wEV7ScaT Just when you thought semis cant get any stronger $AVGO Broadcom sees near $3M worth of calls for a month out with expectations of making a 15% jump *very notable for this stock https://t.co/s2wEV7ScaT"
X Link 2026-02-09T17:09Z [----] followers, [----] engagements
"However bullish you are on $EEM Emerging Markets you are not bullish enough. Substantial fundamental growth phase for the top holdings The last time a play was breaking out of a [--] decade old ATH with short interest at highs It was silver from few months ago JUST NOW: Emerging Markets $EEM on the verge of cracking ATHs again while the market has highs of short interest on it remember the last time silver breached ath from 40s with record high short interest JUST NOW: Emerging Markets $EEM on the verge of cracking ATHs again while the market has highs of short interest on it remember the last"
X Link 2026-02-10T03:31Z [----] followers, [----] engagements
"In the last few days I JUST showed you YTD performance. It is literally ONLY taking the last [--] weeks worth of price action into account and nothing before that. Micron has LITERALLY outperformed the entire tech market short term while everything has bled down. You have also yet to answer my question about if you understand how options and premiums work. You clearly dont understand how options work if you think 2% moves on micron is making any % gains for anyone on both ends of the chain with premiums at elevated levels You can enjoy your block since you clearly dont need any guidance"
X Link 2026-02-10T15:56Z [----] followers, [---] engagements
"@samsolid57 To be fair $DDOG jumped 17% last earnings too just to then fall more than 50% the following weeks"
X Link 2026-02-10T16:24Z [----] followers, [---] engagements
"$RKT across all the volatility last few weeks this is one of the strongest names out there While it is a bit pre-mature if Rocket closes the month of February at current price or higher it will be the highest monthly close since Nov [----] $RKT since going public in [----] Rocket Companies has never seen a better alignment of technicals fundamentals and macro environment [----] will be a historical year for this stock Ive been providing more than enough due diligence on this ticker for the past weeks $RKT since going public in [----] Rocket Companies has never seen a better alignment of technicals"
X Link 2026-02-10T16:28Z [----] followers, [----] engagements
"$DDOG Datadog is one of the best companies out there within the cloud/cybersecurity industry However due to software having zero backbone over the last [--] months it resulted in me cutting my position back then Till this day I believe DDOG is a company which will actually thrive** with agentic AI growing. I would like for cybersecurity as a whole to showcase some detachment from SaaS and Datadog would once again be upgraded as a buy for me $HACK $IGV Not all is bad with software taking a beating **CYBERSECURITY has been holding up very well In fact this trend between $HACK / $IGV is breaking"
X Link 2026-02-10T18:09Z [----] followers, [----] engagements
"Highly encourage memory participants to start focusing on DRAM and NAND instead of just HBM. Yes HBM is very important but we also know all demand has been sold out There is an underlying shift happening and the allocation of NAND at an enterprise level will start becoming more and more important this year $MU https://twitter.com/i/web/status/2021308825199120610 https://twitter.com/i/web/status/2021308825199120610"
X Link 2026-02-10T19:42Z [----] followers, [----] engagements
"RT @FeroceResearch: $RKT . . Media is barely talkin"
X Link 2026-02-11T01:01Z [----] followers, [--] engagements
"**MICRON $MU OPENS 8% HIGHER AFTER CFO CONFIRMS HBM SHIPMENTS Let me address some recent inaccurate reporting. We are in high volume production of HBM4. We have commenced customer shipments of HBM4. This is a quarter earlier than previously guided. Our HBM4 yield is on track. It delivers speeds of over [--] GB/s and we are very confident on the product's reliability." what happened to the so called bearish micron set up everyone was supposedly talking about🙂 Theres a lot of people who have never posted about Micron $MU who have suddenly become experts on micron In fact I am seeing so many"
X Link 2026-02-11T14:39Z [----] followers, [----] engagements
"** US DOLLAR $DXY ON PACE TO HAVE LOWEST WEEKLY CLOSE SINCE [----] WHILE #GOLD ON PACE TO HAVE HIGHEST WEEKLY CLOSE IN HISTORY [--] weeks ago during the heat of Warsh's selection while most of media was focusing on the indices slipping we were talking about how the momentary jump in dollar will be used as exit liquidity for global markets. Since then crypto $btc and the dollar are on pace at having yearly low performances while metals and minerals continue to hold up. It's best to ignore the noise and stay level headed at all times. while everyone is talking about #silver from friday we need more"
X Link 2026-02-11T16:58Z [----] followers, [---] engagements
"RT @FeroceResearch: Listen. Were in a bull market equal weighted index shows that The problem is (not for us) its a bull market c"
X Link 2026-02-11T18:04Z [----] followers, [--] engagements
"I love this kind of market Makes it very evident who is actually providing quality insights and actively succeeding in the market and who was a one-hit wonder and taking advantage of others for their own good Be part of the quality communities Rare but they're out there"
X Link 2026-02-11T18:44Z [----] followers, [---] engagements
"To all the Micron $MU bears Rest now brother. We have the watch. And I'll see you at Valhalla. I once again question the sanity of Micron $MU doubters While everyone is late to the party and focused on HBM3 allocation between the [--] memory juggernauts the bottom line is that they are all meeting demands for customers. Micron has stated many times they have sold out their https://t.co/17U4KwnpK3 I once again question the sanity of Micron $MU doubters While everyone is late to the party and focused on HBM3 allocation between the [--] memory juggernauts the bottom line is that they are all meeting"
X Link 2026-02-11T20:11Z [----] followers, [----] engagements
"RT @FeroceResearch: Hey Just a reminder that Micron $MU is quite literally the most important stock in the world right now All of semis"
X Link 2026-02-11T20:34Z [----] followers, [--] engagements
"@WaRidgway1 now you're speaking my language"
X Link 2026-02-11T20:37Z [----] followers, [--] engagements
"Being bearish on semis the next few weeks/months is going to continue being a very expensive lesson for many Look around there is a bull party happening outside of the [--] tickers you became so used to seeing on here $MU $TSM $NVDA $SOXX Are you sure you want to be bearish on Semis when they can scoop up all the lost software market share from here The era of semis just got stronger and there is not a single thing you can do about it $MU $TSM $NVDA https://t.co/h9q68j5HxT Are you sure you want to be bearish on Semis when they can scoop up all the lost software market share from here The era of"
X Link 2026-02-11T21:02Z [----] followers, [----] engagements
"Commodities are turning into use-case assets and everything you thought was valuable is becoming a commodity. Will be the title of my first ever X article Yes Im aware I delayed it a bit 😔 but its something I want to perfect before publishing"
X Link 2026-02-11T21:25Z [----] followers, [---] engagements
"There is only one company pulling over $10B in revenue per quarter and is also trading at the cheapest market cap + valuation when taking all numbers into account Goes to show just how grossly undervalued Micron is with record high demand $MU - 170B $AMD - 260B $PLTR - 420B"
X Link 2025-09-30T16:29Z [----] followers, 28.7K engagements
"Earlier this year I made a prediction: Despite being much smaller at the time $MU had a better chance of reaching a $1T market cap before $AMD or $PLTR Micron is not only catching up rapidly but Micron is growing faster as the market cap increases. . I don't think you caught what I just said. Let me say it again . Micron is growing so abruptly fast that the market's valuation cannot keep up with the company's growth despite increasing market cap. Do you still believe this is a cyclical play and not a growth play If so that's fine. Keep sitting on the sidelines and witness greatness Updated"
X Link 2025-12-30T02:37Z [----] followers, 24.6K engagements
"- Data points to [----] as the inflection point for secondary copper supply to really exist. Here's the kicker: Once the market tries to front-run the shortage inventories get sucked dry faster and the deficit shows up early. IF the market tries to front-run #copper after seeing what the mis-pricing of #silver caused the copper rush is about to SIGNIFICANTLY pick up steam. $COPX $SLV"
X Link 2026-01-29T03:57Z [----] followers, [----] engagements
"📊 EARNINGS IMPLIED MOVES TODAY (AFTER-HOURS) 🧠 $AMD Advanced Micro Devices Implied Move: 7.04% After-hours: Tue 4:15 PM EST 🖥 $SMCI Supermicro Implied Move: 10.12% After-hours: Tue 4:05 PM EST 🌯 $CMG Chipotle Implied Move: 8.17% After-hours: Tue 4:10 PM EST 🎮 $TTWO Take-Two Interactive Implied Move: 5.66% After-hours: Tue 4:05 PM EST 🔋 $ENPH Enphase Energy Implied Move: 11.22% After-hours: Tue 4:05 PM EST 📡 $LUMN Lumen Technologies Implied Move: 13.89% After-hours: Tue 4:00 PM EST https://twitter.com/i/web/status/2018771904795123852 https://twitter.com/i/web/status/2018771904795123852"
X Link 2026-02-03T19:41Z [----] followers, [----] engagements
"$PLTR rally in 2024-2025 was responsible for the price action delays in $AMD and $INTC Do yourself a favor and check out the last [--] months worth of price action on these [--] stocks next to each other How the tables have turned Mid-semis party is about to get started and act as a replacement to the software market share that had more than enough time to enjoy its fame and glory Here is a fun fact: The sacrifice of Palantir $PLTR will flow directly into $AMD just like how the sacrifice of AMD originally started the mega rally in Palantir Bet you did not know that. Well now you know"
X Link 2026-02-04T23:46Z [----] followers, [----] engagements
"Are you sure you want to be bearish on Semis when they can scoop up all the lost software market share from here The era of semis just got stronger and there is not a single thing you can do about it $MU $TSM $NVDA being bearish on Semis $SOXX $SOXL and Metals #silver #gold at these prices is certainly a questionable choice. 🤫 $SLV $AG $MU https://t.co/IRwDzyR7SQ being bearish on Semis $SOXX $SOXL and Metals #silver #gold at these prices is certainly a questionable choice. 🤫 $SLV $AG $MU https://t.co/IRwDzyR7SQ"
X Link 2026-02-06T17:14Z [----] followers, [----] engagements
"Just when you thought semis cant get any stronger $AVGO Broadcom sees near $3M worth of calls for a month out with expectations of making a 15% jump *very notable for this stock Are you sure you want to be bearish on Semis when they can scoop up all the lost software market share from here The era of semis just got stronger and there is not a single thing you can do about it $MU $TSM $NVDA https://t.co/h9q68j5HxT Are you sure you want to be bearish on Semis when they can scoop up all the lost software market share from here The era of semis just got stronger and there is not a single thing"
X Link 2026-02-06T17:37Z [----] followers, [----] engagements
"Over the next [--] weeks the market is pricing in a significant rally On #silver $slv and miners $ag along with semiconductors particularly $avgo $mu $tsm"
X Link 2026-02-06T19:36Z [----] followers, [----] engagements
"$CSCO Cisco hit all time high this week surpassing the "2000 bubble" Yes your eyes are not deceiving you. Does $AVGO Broadcom follow suit The infrastructure behind cybersecurity Not all is bad with software taking a beating **CYBERSECURITY has been holding up very well In fact this trend between $HACK / $IGV is breaking out for the 1st time in over a decade The only obstacle that cybersecurity must get through is detaching itself from SaaS https://t.co/A8dPP98TLj Not all is bad with software taking a beating **CYBERSECURITY has been holding up very well In fact this trend between $HACK / $IGV"
X Link 2026-02-07T20:54Z [----] followers, [----] engagements
"lol it seems in June around $100 share i was really questioning the sanity of Micron $MU doubters just straight questioning why people are not focusing on memory right before its historical rally Do I still feel the same about Micron Absolutely"
X Link 2026-02-09T18:33Z [----] followers, 16K engagements
"Theres a lot of people who have never posted about Micron $MU who have suddenly become experts on micron In fact I am seeing so many chartist accounts who have constantly posted about short the overbought micron since the 200s Have some shame and self-respect man lol Your fear mongering posts didnt work for months and it certainly wont work for many more months to come https://twitter.com/i/web/status/2021241687058629057 https://twitter.com/i/web/status/2021241687058629057"
X Link 2026-02-10T15:15Z [----] followers, 10.4K engagements
"It's the year of "boring boomer" stonks Embrace the boring names it's healthy for the market $UPS $FDX $UPS The Revival 🛒 Not the most exciting name but the price action and fundamental shift for the company after years of downside has been very exciting to play so far One of the most under the radar reversals happening in the market https://t.co/q8x8SjILne $UPS The Revival 🛒 Not the most exciting name but the price action and fundamental shift for the company after years of downside has been very exciting to play so far One of the most under the radar reversals happening in the market"
X Link 2026-02-10T17:27Z [----] followers, [----] engagements
"I once again question the sanity of Micron $MU doubters While everyone is late to the party and focused on HBM3 allocation between the [--] memory juggernauts the bottom line is that they are all meeting demands for customers. Micron has stated many times they have sold out their HBM supply for the year and that is all that matters. Always keep in mind domestic relations will continue to keep Micron at an advantage as Mag [--] Capex continues to increase. **What actually is going over everyone's heads: The demand for NAND/DRAM is drastically increasing under the surface especially NAND at an"
X Link 2026-02-10T17:39Z [----] followers, 21.6K engagements
"Im a big fan of the direction that TSM is headed into and overall the core holdings of EEM as dollar continues to fall emerging markets will also find more appeal EWY is very dependent on memory and since Im already in a heavy position for Micron I didnt want to overexpose myself for too much memory. EEM keeps it balanced this way However bullish you are on $EEM Emerging Markets you are not bullish enough. Substantial fundamental growth phase for the top holdings The last time a play was breaking out of a [--] decade old ATH with short interest at highs It was silver from few months ago"
X Link 2026-02-11T02:31Z [----] followers, [--] engagements
"You are not bullish enough anon. 🫡 $MU $TSM $NVDA Are you sure you want to be bearish on Semis when they can scoop up all the lost software market share from here The era of semis just got stronger and there is not a single thing you can do about it $MU $TSM $NVDA https://t.co/h9q68j5HxT Are you sure you want to be bearish on Semis when they can scoop up all the lost software market share from here The era of semis just got stronger and there is not a single thing you can do about it $MU $TSM $NVDA https://t.co/h9q68j5HxT"
X Link 2026-02-11T14:50Z [----] followers, [----] engagements
"**EMERGING MARKETS $EEM TRADING AT ALL TIME HIGHS Substantial fundamental growth with a core holding of $TSM $BABA and South Korean Memory Makers Short interest at highs [--] decade long trend broken out . and youre still not taking Emerging Markets seriously However bullish you are on $EEM Emerging Markets you are not bullish enough. Substantial fundamental growth phase for the top holdings The last time a play was breaking out of a [--] decade old ATH with short interest at highs It was silver from few months ago https://t.co/oCrL9DAeO7 However bullish you are on $EEM Emerging Markets you are not"
X Link 2026-02-11T15:06Z [----] followers, [---] engagements
"A lot of memory hatred simply stems from the fact that most tech people outside of semis took a astronomical hit the last few months Instead of focusing on a $MU Micron bear case so much youve got bigger things to be worrying about So lets focus on that first Let us OGs continue to post about memory and provide people the accurate information they deserve"
X Link 2026-02-11T16:01Z [----] followers, [----] engagements
"** COPPER + MINERS ON PACE TO HAVE HIGHEST WEEKLY CLOSE IN HISTORY $COPX $ICOP - Data points to [----] as the inflection point for secondary copper supply to really exist. Here's the https://t.co/ws7YzE01Y2 - Data points to [----] as the inflection point for secondary copper supply to really exist. Here's the https://t.co/ws7YzE01Y2"
X Link 2026-02-11T17:14Z [----] followers, [---] engagements
"First you gotta shake em Then you gotta bake em. ** 30-Yr Mortgage rates at 3-yr lows while averaging [-----] lower than a year ago. $RKT - Will be the leader of the ReFi wave"
X Link 2026-02-11T17:35Z [----] followers, [----] engagements
"Hey Just a reminder that Micron $MU is quite literally the most important stock in the world right now All of semis and tech are relying on Micron to pull through. $MU Micron is the most important stock in the entire market right now So think again before you root for the downfall of Memory as Micron literally holds your entire portfolio in the palm of its hands https://t.co/U1huc9CpY9 $MU Micron is the most important stock in the entire market right now So think again before you root for the downfall of Memory as Micron literally holds your entire portfolio in the palm of its hands"
X Link 2026-02-11T17:45Z [----] followers, [----] engagements
"i wasn't exaggerating this btw $11M order coming in for #SILVER $SLV to nearly 3x from here into rest of the year . and this is just one of very notable orders I have been tracking Over the next [--] weeks the market is pricing in a significant rally On #silver $slv and miners $ag along with semiconductors particularly $avgo $mu $tsm Over the next [--] weeks the market is pricing in a significant rally On #silver $slv and miners $ag along with semiconductors particularly $avgo $mu $tsm"
X Link 2026-02-11T18:10Z [----] followers, [----] engagements
"TSMC $TSM is on its way to becoming a $3T company and many of you are not positioned accordingly for it TSMC is the largest holding of Emerging Markets by a pretty large margin #EEM $EEM Continues to hit fresh ATHs after [--] decades Look around the market is telling you everything you need to know TSMC $TSM reported January revenue up 36.8% YoY and 19.8% MoM to NT$401.3B accelerating from 20.4% YoY growth in December on strong AI demand. $NVDA $AMD $AVGO TSMC $TSM reported January revenue up 36.8% YoY and 19.8% MoM to NT$401.3B accelerating from 20.4% YoY growth in December on strong AI demand."
X Link 2026-02-11T18:23Z [----] followers, [----] engagements
"@Mr_Derivatives market waiting for bill to post a [-----] word essay on X when it drops another 30% from here and then use that as an entry"
X Link 2026-02-11T18:38Z [----] followers, [----] engagements
"Many people love to give credit to companies backed with visionary CEOs I have not seen many people talk about Sanjay Mehrotra. From being the co-founder of SanDisk to then becoming the CEO for Micron in May [----]. Fun fact: Since becoming the CEO of Micron the stock has only ever gone up If there is someone who knows memory inside and out there is no other person more credible than him $MU $SNDK"
X Link 2026-02-11T19:31Z [----] followers, [----] engagements
"Here is something fun to track While PennyMac $PFSI and Zillow $Z take hits $RKT Rocket Companies tends to take advantage of that. It would be somewhat foolish to sell Rocket due to any weaker price action from the others First you gotta shake em Then you gotta bake em. ** 30-Yr Mortgage rates at 3-yr lows while averaging [-----] lower than a year ago. $RKT - Will be the leader of the ReFi wave https://t.co/eHuYRUxeKX First you gotta shake em Then you gotta bake em. ** 30-Yr Mortgage rates at 3-yr lows while averaging [-----] lower than a year ago. $RKT - Will be the leader of the ReFi wave"
X Link 2026-02-11T20:47Z [----] followers, [----] engagements
"PAY ATTENTION TO NAND NAND AND MORE NAND Micron $MU is not just semis at this point. One could argue that it just broke into the economic realm that software companies dreamt of achieving from AI The market is likely going to be forced to reprice Micron all over again once NAND growth catches streets by surprise Too much focus is on HBM/DRAM for good reason no doubt about it. Those will continue to be cash cows. But NAND could be the shock factor to memory revenue expectations Think of enterprise-scale NAND as the gateway to LLMs being able to consistently perform the complex tasks they are"
X Link 2026-02-12T03:52Z [----] followers, [----] engagements
"CUSTOMERS ARE SCRAMBLING TO SECURE NAND CHIP INVENTORIES Japanese memory company Kioxia most of you likely know them as Toshiba just reported record NAND numbers and upped their guidance even more I just posted about NANDs thesis last [--] days Wait until enterprise NAND forces market to reprice expectations for Micron $MU 🫡 The memory bull market is still very young. $SNDK PAY ATTENTION TO NAND NAND AND MORE NAND Micron $MU is not just semis at this point. One could argue that it just broke into the economic realm that software companies dreamt of achieving from AI The market is likely going"
X Link 2026-02-12T14:21Z [----] followers, [----] engagements
"Finx content creator backed stocks continue to see fresh lows as the selling pressure amplifies Market clearly has no fundamental or technical appeal for certain themes and perhaps it would be wise to listen to the market instead of fighting the trend $HOOD $PLTR $COIN times are changing $PLTR $HOOD $COIN etc are NOT the same stocks that you loved and admired from 2024-2026 (and this is from someone who played HOOD from 30s to 105) Look around there are more opportunities elsewhere. You had [--] years to build your followings off these times are changing $PLTR $HOOD $COIN etc are NOT the same"
X Link 2026-02-12T16:49Z [----] followers, [----] engagements
"I remain short on $PLTR as I aim for [---] We rarely play downsides at Feroce Research however when we do it generally pays well For context the only plays we have taken a bearish position in recent past were $RGTI at 40s and $IBIT before the crypto sell off if you liked Palantir $PLTR at [---] you will like it even more at [---] https://t.co/E55bLIqkpg if you liked Palantir $PLTR at [---] you will like it even more at [---] https://t.co/E55bLIqkpg"
X Link 2026-02-12T16:56Z [----] followers, [----] engagements
"@ThirdWayBrit not enough appeal in that sector at the moment imo unless price action starts to pick up significantly again not too sure how the market would want direct inflow into rivian at the moment"
X Link 2026-02-12T17:00Z [----] followers, [--] engagements
"@Mr_Derivatives its going to 100"
X Link 2026-02-12T17:05Z [----] followers, [---] engagements
"Just a friendly reminder that MARKET STATISTICS will tell you memory breakout is extremely early. On average emerging industries with growth behind them last well over a year. You're not late at all to the Micron $MU party $SNDK $EEM ' The rally on Micron is only [--] months old Studying pivoting tech history will show that you have only witnessed the adolescence https://t.co/tXuxrWvqHZ ' The rally on Micron is only [--] months old Studying pivoting tech history will show that you have only witnessed the adolescence https://t.co/tXuxrWvqHZ"
X Link 2026-02-12T17:38Z [----] followers, [----] engagements
"Robinhood $HOOD and especially Palantir $PLTR continue to be presented as some of the best shorts out in the market right now"
X Link 2026-02-12T18:00Z [----] followers, [----] engagements
"@Mr_Derivatives So inverse them for the best results as thats been working the last [--] months. Good news for the market"
X Link 2026-02-12T18:08Z [----] followers, [----] engagements
"@Abhi1592p About mid 50s for HOOD and mid 90s for PLTR I think is where things flatline https://x.com/feroceresearch/status/2021990101610549505s=46&t=xYcg2kK8oL58HEugF4glEw Finx content creator backed stocks continue to see fresh lows as the selling pressure amplifies Market clearly has no fundamental or technical appeal for certain themes and perhaps it would be wise to listen to the market instead of fighting the trend $HOOD $PLTR $COIN https://t.co/wPvdZpuWKT https://x.com/feroceresearch/status/2021990101610549505s=46&t=xYcg2kK8oL58HEugF4glEw Finx content creator backed stocks continue to"
X Link 2026-02-12T18:10Z [----] followers, [--] engagements
"There is no way people see the charts and fundamental decrease of $HOOD $PLTR $COIN and say to themselves oh yeah these are great set-ups right here Finx content creator backed stocks continue to see fresh lows as the selling pressure amplifies Market clearly has no fundamental or technical appeal for certain themes and perhaps it would be wise to listen to the market instead of fighting the trend $HOOD $PLTR $COIN https://t.co/wPvdZpuWKT Finx content creator backed stocks continue to see fresh lows as the selling pressure amplifies Market clearly has no fundamental or technical appeal for"
X Link 2026-02-12T19:14Z [----] followers, [----] engagements
"When Mag [--] carried the market to ATHs the bear case was: Too concentrated. Not sustainable. Now the market is at ATHs with broader participation and somehow thats also bearish So which is it Concentration is bad Breadth is bad Or price is just higher than youre comfortable with 👀 $SPY $SPX $RSP"
X Link 2026-02-13T15:44Z [----] followers, [---] engagements
"@Mindset4Money_X who needs uber when you can teleport using LLMs"
X Link 2026-02-13T16:50Z [----] followers, [----] engagements
"You want strength in current market I'll show you strength. Which of these from the 3-headed monster goes for [--] first ReFi Mortgage - $RKT Rocket Companies Rare Earths - $UUUU (Uranium) Silver Miners - $AG"
X Link 2026-02-13T17:14Z [----] followers, [---] engagements
"Oh man memory bears can't catch a break Outside of powerhouse orders for summer and beyond $SNDK Sandisk and $MU Micron nearly $3M worth of next friday calls which are targeting an ATH push for both of them"
X Link 2026-02-13T17:31Z [----] followers, [---] engagements
"**MICRON $MU CLOSE ABOVE [------] TODAY WILL MARK THE HIGHEST WEEKLY CLOSE IN HISTORY"
X Link 2026-02-13T17:49Z [----] followers, [----] engagements
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