# ![@FrontRangeHQ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1992345263659536384.png) @FrontRangeHQ Front Range Capital

Front Range Capital posts on X about ai, $aehr, $flnc, $krknf the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1992345263659536384/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1992345263659536384/c:line/m:interactions.svg)

- [--] Week [-----] -92%
- [--] Month [------] +7.70%

### Mentions: [--] [#](/creator/twitter::1992345263659536384/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1992345263659536384/c:line/m:posts_active.svg)

- [--] Week [--] -36%
- [--] Month [---] -14%

### Followers: [-----] [#](/creator/twitter::1992345263659536384/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1992345263659536384/c:line/m:followers.svg)

- [--] Week [---] +1.40%
- [--] Month [---] +51%

### CreatorRank: [---------] [#](/creator/twitter::1992345263659536384/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1992345263659536384/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands)  [currencies](/list/currencies)  [vc firms](/list/vc-firms)  [social networks](/list/social-networks) 

**Social topic influence**
[ai](/topic/ai), [$aehr](/topic/$aehr) #18, [$flnc](/topic/$flnc), [$krknf](/topic/$krknf) #28, [$path](/topic/$path), [in the](/topic/in-the), [level](/topic/level), [bullish](/topic/bullish), [$mu](/topic/$mu) #405, [$celh](/topic/$celh)

**Top accounts mentioned or mentioned by**
[@carsontalkmoney](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@jrouldz](/creator/undefined) [@yodastockinvest](/creator/undefined) [@sunvmikey](/creator/undefined) [@mrderivatives](/creator/undefined) [@thematictrader](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@michaelsikand](/creator/undefined) [@krossroads](/creator/undefined) [@rjccapital](/creator/undefined) [@mvcinvesting](/creator/undefined) [@jminvestment0](/creator/undefined) [@investorjelle](/creator/undefined) [@realroseceline](/creator/undefined) [@convexdispatch](/creator/undefined) [@tradexwhisperer](/creator/undefined) [@wealthmatica](/creator/undefined) [@theronnievshow](/creator/undefined) [@cariocapital](/creator/undefined)

**Top assets mentioned**
[Fluence Energy, Inc. (FLNC)](/topic/$flnc) [UiPath, Inc. (PATH)](/topic/$path) [Micron Technology, Inc. (MU)](/topic/$mu) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [MercadoLibre Inc (MELI)](/topic/$meli) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Oceaneering International Inc. (OII)](/topic/$oii) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Metadium (META)](/topic/$meta) [DLocal Limited (DLO)](/topic/$dlo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Teradyne, Inc. (TER)](/topic/$ter) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Adobe, Inc. (ADBE)](/topic/$adbe) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Cloudflare, Inc. (NET)](/topic/$net) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Microsoft Corp. (MSFT)](/topic/microsoft) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [Mastercard, Inc. (MA)](/topic/$ma) [Redwire Corporation (RDW)](/topic/$rdw) [Tesla, Inc. (TSLA)](/topic/tesla) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Advanced Micro Devices (AMD)](/topic/$amd) [MP Materials Corp. (MP)](/topic/$mp) [Sandisk Corporation (SNDK)](/topic/$sndk) [Synaptics Inc (SYNA)](/topic/$syna)
### Top Social Posts
Top posts by engagements in the last [--] hours

"You all have heard of Celsius $CELH. But you might not know the history of Monster $MNST and Coke. The stock dropped 30% on earnings weeks ago and has been flat since. I think the market is misreading a messy integration. Lets look at the history data and setup. 🧵👇"  
[X Link](https://x.com/FrontRangeHQ/status/1992432495011483688)  2025-11-23T03:18Z [--] followers, [--] engagements


"@cantonmeow Vanguard and BlackRock ownership isnt much of a signal. Theyre forced buyer since $QUBT is indexed. Part of Citadel on the other hand is institutional buying unrelated to indexing"  
[X Link](https://x.com/FrontRangeHQ/status/1992494548761882943)  2025-11-23T07:24Z [--] followers, [---] engagements


"@CarsonTalkMoney $GRAB $CELH and $GOOG. Posted my own thesis on Celsius. Think theres a lot of upside being discounted after last earnings beatdown"  
[X Link](https://x.com/FrontRangeHQ/status/1992504244742861136)  2025-11-23T08:03Z [--] followers, [--] engagements


"We've seen local bottoms on $SPY at all the red arrow where volume spikes. The green arrow volume was lower than all the other and wasn't quite THE bottom. We saw this volume spike on Thursday. Is the bull market back"  
[X Link](https://x.com/FrontRangeHQ/status/1992625931031396638)  2025-11-23T16:06Z [--] followers, [--] engagements


"@CarsonTalkMoney Wanna buy $CELH but dont wanna catch the falling knife"  
[X Link](https://x.com/FrontRangeHQ/status/1992994878427738441)  2025-11-24T16:33Z [--] followers, [--] engagements


"$FLNC ripping up 15% on earning Q4 Scorecard vs Est: ❌ Revenue: $1.04B (missed $1.39B) ✅ EBITDA: $72M (crushed $62M est) ✅ Gross Margin: 13.7% (Huge beat vs 10-12% guide) [----] Setup looks great: -$3.4B Revenue (beat $3.2B est) -85% of that is ALREADY in the backlog Trading at just 0.8x '26 Sales. With margins expanding to 14% the operating leverage is finally kicking in"  
[X Link](https://x.com/FrontRangeHQ/status/1993154016864563473)  2025-11-25T03:05Z [--] followers, [--] engagements


"Added $FLNC at $16.50 on this dip after a monster gap up after earnings"  
[X Link](https://x.com/FrontRangeHQ/status/1993335833932579141)  2025-11-25T15:07Z [--] followers, [--] engagements


"$CELH up 5% today and pushing above this level back towards $40. Currently the deal is US/Canada only but I expect international expansion is next. Im watching the $37-$39 level. Its been resistance and support in the past. If it bases here I like the setup. Short-term pain long-term scale. https://t.co/6U2CVHPngf Currently the deal is US/Canada only but I expect international expansion is next. Im watching the $37-$39 level. Its been resistance and support in the past. If it bases here I like the setup. Short-term pain long-term scale. https://t.co/6U2CVHPngf"  
[X Link](https://x.com/FrontRangeHQ/status/1993336644888674418)  2025-11-25T15:11Z [--] followers, [--] engagements


"@CarsonTalkMoney Since youre in $NU have you looked at any other EM exposure like $MELI or $SE"  
[X Link](https://x.com/FrontRangeHQ/status/1993441885290103145)  2025-11-25T22:09Z [--] followers, [--] engagements


"Adding $PATH. Will post reasoning this weekend"  
[X Link](https://x.com/FrontRangeHQ/status/1994452370361643177)  2025-11-28T17:04Z [--] followers, [--] engagements


"@mvcinvesting I'm planning to dive into $PATH and $KRKNF this weekend"  
[X Link](https://x.com/FrontRangeHQ/status/1994502038827536873)  2025-11-28T20:21Z [--] followers, [---] engagements


"@JM_Investment0 I think youre 100% correct. Bulls are counting on maestro to return $PATH to growth"  
[X Link](https://x.com/FrontRangeHQ/status/1994804060575412623)  2025-11-29T16:22Z [--] followers, [---] engagements


"@asmarterwookie @JM_Investment0 Definitely Deloitte. Theyre the testing ground for Maestro. Theyre using it internally as well as pushing it to external customers. Microsoft isnt using it themselves but the fact that copilot integrates with maestro means more potential customers"  
[X Link](https://x.com/FrontRangeHQ/status/1994868505309806958)  2025-11-29T20:38Z [--] followers, [--] engagements


"$DLO - Building their moat one country at a time with cross border payment processing. Total Payment Volume (TPV) just grew 59% YoY up from 41% last Q. Net Revenue Retention is 144%. Stock was imo unnecessarily punished for take rate increase. Monthly putting in a great base for the next leg up when TPV growth continues to accelerate"  
[X Link](https://x.com/FrontRangeHQ/status/1995013004505878536)  2025-11-30T06:12Z [--] followers, [---] engagements


"$DLO - Building their moat one country at a time with cross border payment processing. Total Payment Volume (TPV) just grew 59% YoY up from 41% last Q. Net Revenue Retention is 144%. Stock was imo unnecessarily punished for take rate increase. Monthly putting in a great base for the next leg up when TPV growth continues to accelerate"  
[X Link](https://x.com/FrontRangeHQ/status/1995014085365436591)  2025-11-30T06:16Z [--] followers, [----] engagements


"1/ Lets talk about the $PATH back to growth. Here is the simple thesis on why UiPath isn't dead it's just pivoting. 🧵"  
[X Link](https://x.com/FrontRangeHQ/status/1995181602859835847)  2025-11-30T17:22Z [--] followers, [---] engagements


"2/ The Problem: Companies run franken-stacks. They rely on custom SAP Microsoft ServiceNow Salesforce etc. None of these cleanly talk to each other especially when legacy systems are involved. These can handle clean APIs fine. They struggle with messy legacy systems"  
[X Link](https://x.com/FrontRangeHQ/status/1995181604445241415)  2025-11-30T17:22Z [--] followers, [--] engagements


"3/ The Moat: Need to automate a perfect modern API workflow Use MuleSoft. Need to automate a process that clicks a legacy SAP screen and updates a web app You NEED UiPath. They are the only bridge between the "Old World" (UI) and "New World" (API)"  
[X Link](https://x.com/FrontRangeHQ/status/1995181606261358819)  2025-11-30T17:22Z [--] followers, [--] engagements


"4/ The Pivot: Old $PATH sold "Seats" (Robot Licenses). That has a ceiling hence the deceleration. New $PATH adds "Consumption" on top of "Seats". AI Agents run 24/7. The more work they do the more UiPath gets paid. No ceiling"  
[X Link](https://x.com/FrontRangeHQ/status/1995181608006218118)  2025-11-30T17:22Z [--] followers, [--] engagements


"5/ The Growth Wall: Why is the stock down ARR Growth deceleration: Q2 '25: +19% - Q3 '25: +17% - Q4 '25: +14% - Q1 '26: +12% - Q2 '26: +11% They must switch to consumption to survive"  
[X Link](https://x.com/FrontRangeHQ/status/1995181609730154967)  2025-11-30T17:22Z [--] followers, [--] engagements


"6/ The Solution: Enter Maestro. Think of it as the symphony conductor for AI Agents. It tells Copilot to draft an email then tells a Robot to update the Mainframe. It keeps you from getting vendor-locked into Azure. Its the ensure the symphony stays synchronized"  
[X Link](https://x.com/FrontRangeHQ/status/1995181611487473777)  2025-11-30T17:22Z [--] followers, [--] engagements


"8/ The Metrics: ARR: $1.72B (Growing but slow) Cash: $1.5B (No debt) Net Retention Rate: 108% This isn't a cash-burning startup. Its a cash-generating utility priced like growth is gone forever"  
[X Link](https://x.com/FrontRangeHQ/status/1995181614951964798)  2025-11-30T17:22Z [--] followers, [--] engagements


"9/ The Risk: Microsoft Power Automate is "good enough" for simple tasks. If companies simplify their stacks and kill legacy apps UiPath loses. $PATH only wins if the enterprise stays messy"  
[X Link](https://x.com/FrontRangeHQ/status/1995181616722022528)  2025-11-30T17:22Z [--] followers, [--] engagements


"10/ The Verdict: Im betting on the mess. Many companies are built on cumbersome messy legacy software. Companies will always have disparate systems that don't talk. $PATH is poised to streamline that complexity"  
[X Link](https://x.com/FrontRangeHQ/status/1995181619288981927)  2025-11-30T17:22Z [--] followers, [---] engagements


"11/ The Technicals: $PATH has been basing for [--] months. Thats a massive accumulation zone. The fear of stagnating growth is already priced in. The downside is capped. But if the thesis holds This stock can rip on positive earnings this Wednesday Dec [--]. Asymmetric risk/reward"  
[X Link](https://x.com/FrontRangeHQ/status/1995182197557653694)  2025-11-30T17:24Z [--] followers, [---] engagements


"Yeah they do There are more competitors when only looking at systems comprised of clean APIs. $PATH shines when legacy systems are involved. Large established companies have rigid antiquated systems that require UiPaths AI Computer Vision to interact with them autonomously. This is their moat"  
[X Link](https://x.com/FrontRangeHQ/status/1995190889984172359)  2025-11-30T17:59Z [--] followers, [--] engagements


"@CapexAndChill Love your $MELI threads. Ive learned a lot of details I never knew about this great company"  
[X Link](https://x.com/FrontRangeHQ/status/1995247788951835083)  2025-11-30T21:45Z [--] followers, [--] engagements


"@fiscal_ai $PATH earnings Wednesday Interested to see if Maestro AI incorporation turns around the growth story"  
[X Link](https://x.com/FrontRangeHQ/status/1995252826633900458)  2025-11-30T22:05Z [--] followers, [---] engagements


"Entering a position on $KRKNF here. $4 has acted as support and resistance. 50d sma and 9/21 emas are also sitting here as well"  
[X Link](https://x.com/FrontRangeHQ/status/1995537332779581443)  2025-12-01T16:55Z [--] followers, [---] engagements


"$KRKNF excellent news Nice diversification. multiple organizations including Teledyne Marine Terradepth and two navies from NATO member countries. Kraken Robotics has secured new orders totalling $12 million for our Synthetic Aperture Sonar (SAS) and SeaPower subsea batteries reinforcing the demand for high-resolution seabed intelligence and reliable subsea energy solutions. Read the full release: https://t.co/uY6V286Hh3 https://t.co/Uene45HkLB Kraken Robotics has secured new orders totalling $12 million for our Synthetic Aperture Sonar (SAS) and SeaPower subsea batteries reinforcing the"  
[X Link](https://x.com/FrontRangeHQ/status/1995847872487850420)  2025-12-02T13:29Z [--] followers, [---] engagements


"@tfanalytics1 Yup I understand sitting on the sideline until $PATH shows Maestro brings them back to growth. I think the risk reward is attractive these levels. If $PATH can capture the AI momentum itll run"  
[X Link](https://x.com/FrontRangeHQ/status/1995905392736637362)  2025-12-02T17:18Z [--] followers, [---] engagements


"@weary_centurion $PATH held the 200d sma reclaimed the 100d sma 9/21d emas. Just needs to reclaim the 50d now"  
[X Link](https://x.com/FrontRangeHQ/status/1995908751204003948)  2025-12-02T17:31Z [--] followers, [--] engagements


"@YodaStockInvest $MELI $GRAB $KRKNF"  
[X Link](https://x.com/FrontRangeHQ/status/1996010213917470908)  2025-12-03T00:14Z [--] followers, [---] engagements


"$PATH earnings: EPS $0.16 vs $0.15 (+7% beat) Revenue $411.11M vs $392.87M (+5% beat) Great start The call will be interesting"  
[X Link](https://x.com/FrontRangeHQ/status/1996326715120029988)  2025-12-03T21:12Z [--] followers, [---] engagements


"@YodaStockInvest Im young. I have a long time frame so Im not scared. We need some sort of catalyst for a true market crash. What do you think that catalyst is"  
[X Link](https://x.com/FrontRangeHQ/status/1996380239057072580)  2025-12-04T00:45Z [--] followers, [--] engagements


"@LuqWeb3 Test 🤣"  
[X Link](https://x.com/FrontRangeHQ/status/1996685612553007173)  2025-12-04T20:58Z [--] followers, [--] engagements


"@TheRayMyers Ready for the GoTo merger"  
[X Link](https://x.com/FrontRangeHQ/status/1996686907917717870)  2025-12-04T21:03Z [--] followers, [--] engagements


"Let's see $PATH break through this area of resistance and send it to $20"  
[X Link](https://x.com/FrontRangeHQ/status/1996998675005165633)  2025-12-05T17:42Z [--] followers, [--] engagements


"@XEdJones I like the merging market names $MELI $DLO and $GRAB"  
[X Link](https://x.com/FrontRangeHQ/status/1997118943413293159)  2025-12-06T01:40Z [--] followers, [---] engagements


"@BourbonCap Nice overviews Im in $MELI $PATH and $DLO. I havent really followed Chinese companies. Ive avoided them because of government influence. Overblown fear"  
[X Link](https://x.com/FrontRangeHQ/status/1997320043294814685)  2025-12-06T14:59Z [--] followers, [---] engagements


"On site power you say $FLNC $BE Demand for on site power keeps climbing as data centers outbuild the grid and BofA calls power a bullish call for Caterpillar. Their work shows $CAT reciprocating engine and industrial turbine businesses are sitting right in the sweet spot for both prime and backup power Demand for on site power keeps climbing as data centers outbuild the grid and BofA calls power a bullish call for Caterpillar. Their work shows $CAT reciprocating engine and industrial turbine businesses are sitting right in the sweet spot for both prime and backup power"  
[X Link](https://x.com/FrontRangeHQ/status/1997453073590133117)  2025-12-06T23:48Z [--] followers, [---] engagements


"@CarsonTalkMoney $GRAB and $CELH. Celsius is making a nice base after the earnings sell off"  
[X Link](https://x.com/FrontRangeHQ/status/1997788429606932590)  2025-12-07T22:00Z [--] followers, [---] engagements


"@CarsonTalkMoney I dont know much about $CAKE. Im staying away from Nike. So many other names compete in the same category now doesnt seem like Nike has the aura they used to. Well see how the names I like trade next week. Any pull backs in $FLNC and $PATH Ill add"  
[X Link](https://x.com/FrontRangeHQ/status/1997790739955319079)  2025-12-07T22:10Z [--] followers, [---] engagements


"New data center builds cant get connected to the grid fast enough. Enter $FLNC. They provide energy storage so data centers can get behind the meter power instead of connecting directly to the grid. Theyre growing rapidly and have already booked 85% of their guided [--] rev. $PATH provides industry leading RPA (robotic process automation). Theyve released Maestro which handles both RPA and AI agents. They are the glue that allows many disparate software services to talk to each other and operate with little to no human interaction. Their latest earnings were a return to growth and finally"  
[X Link](https://x.com/FrontRangeHQ/status/1997798148736172335)  2025-12-07T22:39Z [--] followers, [--] engagements


"The $KRKNF SeaPower" Battery Deep Dive [--]. The Tech The core problem in underwater robotics is pressure. At [----] meters deep the ocean exerts over [----] psi. To keep batteries from crushing engineers historically had two bad options: -Option A (Pressure Vessels): Seal standard laptop-style batteries inside a massive thick titanium tube. However the tube is dead weight ("The Titanium Tax"). It can account for 30-50% of the vehicle's weight killing endurance. -Option B (Oil-Filled): Fill a plastic box with batteries and non-conductive oil to equalize the pressure. But oil is heavy messy toxic and"  
[X Link](https://x.com/anyuser/status/1997864030682353712)  2025-12-08T03:01Z [---] followers, [----] engagements


"@Speculator_io $KRKNF for Anduril indirect exposure. Theyre THE underwater battery supplier"  
[X Link](https://x.com/FrontRangeHQ/status/1997869093798732059)  2025-12-08T03:21Z [--] followers, [---] engagements


"@Investor_Jelle Yessir. Its a fun way to network learn and track my own ideas"  
[X Link](https://x.com/FrontRangeHQ/status/1998086769297006979)  2025-12-08T17:46Z [--] followers, [--] engagements


"@Investor_Jelle May add to my $FLNC position on this pullback. Will dive into $MRVL. Like their investment into optics"  
[X Link](https://x.com/FrontRangeHQ/status/1998098325028164051)  2025-12-08T18:32Z [--] followers, [---] engagements


"@YodaStockInvest $KRKNF battery tech is ahead of the pack. Lighter and denser than competitors. Agreed on your Andudil point. When Anduril bought Dive (they were already using Kraken batteries) they evaluated the battery market and stuck with Kraken"  
[X Link](https://x.com/FrontRangeHQ/status/1998101807592358396)  2025-12-08T18:46Z [--] followers, [---] engagements


"I find myself watching YouTube more and more. How about you $GOOG YouTube's over here running away with television eyeballs while the rest fight to the death https://t.co/CaBM7MvoXB YouTube's over here running away with television eyeballs while the rest fight to the death https://t.co/CaBM7MvoXB"  
[X Link](https://x.com/FrontRangeHQ/status/1998137377416761596)  2025-12-08T21:07Z [--] followers, [---] engagements


"@DevotedDividend $O more liquid and less headache"  
[X Link](https://x.com/FrontRangeHQ/status/1998155379809874420)  2025-12-08T22:19Z [--] followers, [---] engagements


"Im a fan of $CELH. Recently acquired Alani Nu brand is growing rapidly. They recently guided for a messy Q4 as they run into distribution/inventory issues while swapping Alani Nu to Pepsis distribution channel. They ran into the same issues when swapping their own Celsius brand over to Pepsis distribution channel. Long term growth still looking great"  
[X Link](https://x.com/FrontRangeHQ/status/1998438245512913173)  2025-12-09T17:03Z [--] followers, [---] engagements


"@MarkosAAIG Nice write up Following. Long $FLNC"  
[X Link](https://x.com/FrontRangeHQ/status/1998439063393808581)  2025-12-09T17:06Z [--] followers, [---] engagements


"@Investor_Jelle @BTCjunkies But imagine an even stronger bull market 🤣"  
[X Link](https://x.com/FrontRangeHQ/status/1998602341185106147)  2025-12-10T03:55Z [--] followers, [--] engagements


"@hiteshkar I use TradingView and add notes to my charts. I throw a date in the note so I know when I last dove in on the name"  
[X Link](https://x.com/FrontRangeHQ/status/1998613441947505013)  2025-12-10T04:39Z [--] followers, [--] engagements


"Buying small $ADBE position in commons for earnings speculation. Stock is very beaten up. Theyre incorporating AI into their products the very thing thats supposed to be their downfall. I like the r/r here"  
[X Link](https://x.com/FrontRangeHQ/status/1998800249935323538)  2025-12-10T17:01Z [--] followers, [---] engagements


"@TheRonnieVShow Bought some $ADBE to play earnings after hours"  
[X Link](https://x.com/FrontRangeHQ/status/1998806145721577955)  2025-12-10T17:24Z [--] followers, [---] engagements


"Grabbing some $RKLB on the data-centers-in-space theme. Honestly I dont fully get it as cooling in space is hard but Ill ride some momentum"  
[X Link](https://x.com/FrontRangeHQ/status/1998822106260492606)  2025-12-10T18:28Z [--] followers, [--] engagements


"@RahulSetty_ @JM_Investment0 @CarioCapital As long as TPV keeps growing faster than take rate declines $DLO is in great shape"  
[X Link](https://x.com/FrontRangeHQ/status/1999153159328137316)  2025-12-11T16:23Z [--] followers, [--] engagements


"I don't want to jinx it but $ADBE hasn't closed above the 100d sma in [--] months. 👀"  
[X Link](https://x.com/FrontRangeHQ/status/1999217584462528608)  2025-12-11T20:39Z [--] followers, [---] engagements


"@Mr_Derivatives Gotta wait until Christmas to open your rally"  
[X Link](https://x.com/FrontRangeHQ/status/1999515285338849368)  2025-12-12T16:22Z [--] followers, [----] engagements


"@investwithsheng $PATH definitely could see a pullback to the 200w. Adding a bit as its sitting on the 9d ema. Seems this is index related sell of more than UiPath related sell off"  
[X Link](https://x.com/FrontRangeHQ/status/1999516986901168365)  2025-12-12T16:29Z [--] followers, [---] engagements


"@jrouldz I hopped on the $RKLB rocket ride earlier this week. Great to see the relative strength compared to many other high beta names on Friday. 🚀"  
[X Link](https://x.com/FrontRangeHQ/status/1999850516407628162)  2025-12-13T14:34Z [--] followers, [--] engagements


"@CarsonTalkMoney Definitely a buy in my eyes. However keep in mind theyve guided for a rough Q4 due to inventory shuffljng swapping Alani Nus distro to Pepsi"  
[X Link](https://x.com/FrontRangeHQ/status/1999922547203387653)  2025-12-13T19:21Z [--] followers, [--] engagements


"Really good read I stumbled across this name while researching another $ALCS. SiC related names are down as EV sales slow. However I think SiC is going to see a resurgence from other sources. Data centers are switching to 800vdc requiring chips that can handle much larger voltage spikes. The US power grid is modernizing and utilizing more solar+batteries. Solid state transformers are crucial for this. Enter SiC. SiC is extremely difficult to manufacture and has high failure rates. Rigorous testing is a necessity. I think youve perfected captured the tailwinds regarding AI chiplets and"  
[X Link](https://x.com/FrontRangeHQ/status/1999926762936078400)  2025-12-13T19:37Z [---] followers, [---] engagements


"I find the semiconductor industry fascinating. As I dive into more and more names I learn about tons of niches I never knew existed. Recently Ive been down the rabbit hole on SiC. Currently looking into $ALCS and $AEHR"  
[X Link](https://x.com/FrontRangeHQ/status/1999929957947158791)  2025-12-13T19:50Z [---] followers, [---] engagements


"@satoritrade @MMMTwealth $VIAV is a great name for optical test equipment"  
[X Link](https://x.com/FrontRangeHQ/status/1999932181653946720)  2025-12-13T19:59Z [---] followers, [---] engagements


"@MMMTwealth $AEHR - optics transceivers need wafer level burn in. Aehr has a near monopoly in this space"  
[X Link](https://x.com/FrontRangeHQ/status/1999932653764755700)  2025-12-13T20:01Z [---] followers, [---] engagements


"@CarsonTalkMoney I think they really have to bomb Q4 for a big sell off. They already guided for issues. Could be set up for more upside than downside"  
[X Link](https://x.com/FrontRangeHQ/status/2000069725292994896)  2025-12-14T05:05Z [--] followers, [--] engagements


"$PATH selling off hard with the market without any UiPath specific news. Add some share at the 21d ema and selling some 1/16 $15 puts for $55. If I get assigned on the puts $PATH will basically be back to where it was pre earnings"  
[X Link](https://x.com/FrontRangeHQ/status/2000587310941782499)  2025-12-15T15:22Z [--] followers, [---] engagements


"Id prefer to have some time chill out a bit 😅 JUST IN: NASDAQ moving forward with 24/7 stock trading expected to have 24h trading on weekdays by Q2. JUST IN: NASDAQ moving forward with 24/7 stock trading expected to have 24h trading on weekdays by Q2"  
[X Link](https://x.com/FrontRangeHQ/status/2000737601129734544)  2025-12-16T01:19Z [--] followers, [--] engagements


"👀 Dalio has been buying more $PATH for [--] straight quarters Ray Dalio buying more $PATH in Q3. Didnt see that coming but love to see it @RayDalio 🤝 https://t.co/JmihNqlMjZ Ray Dalio buying more $PATH in Q3. Didnt see that coming but love to see it @RayDalio 🤝 https://t.co/JmihNqlMjZ"  
[X Link](https://x.com/FrontRangeHQ/status/2000940681230213466)  2025-12-16T14:46Z [--] followers, [---] engagements


"Despite [--] red days in a row the weekly $SPY chart is still very much intact. Charts on some individual names are looking completely broken however. May be time to consolidate the port end of week"  
[X Link](https://x.com/FrontRangeHQ/status/2000954486454726830)  2025-12-16T15:41Z [--] followers, [--] engagements


"Small add to my $KRKNF position here at the 50d sma / 21d ema here"  
[X Link](https://x.com/FrontRangeHQ/status/2001028124994347166)  2025-12-16T20:34Z [--] followers, [---] engagements


"@The_AI_Investor When these names starting ripping again. Which could be when a flood of liquidity comes from more fed rate cuts and actual QE when they start buying the long end of the curve"  
[X Link](https://x.com/FrontRangeHQ/status/2001105483911061593)  2025-12-17T01:41Z [---] followers, [---] engagements


"@Venu_7_ Im picking $MELI. $GRAB is my runner up"  
[X Link](https://x.com/FrontRangeHQ/status/2001107787598979297)  2025-12-17T01:50Z [--] followers, [---] engagements


"@MktMavPro $KRKNF best underwater batteries. Ocean floor mapping UUVs and sonar. Tight ties to Anduril. Continually winning contracts with multiple governments. Potential upcoming catalysts include deals with US Navy and listing on a US exchange so US tutes can buy"  
[X Link](https://x.com/FrontRangeHQ/status/2001115873315315958)  2025-12-17T02:22Z [--] followers, [---] engagements


"@TheShortBear I really want to add to my $MELI position but the chart just looks bad on the daily weekly and monthly. Staying patient"  
[X Link](https://x.com/FrontRangeHQ/status/2001117085783777302)  2025-12-17T02:27Z [--] followers, [---] engagements


"@CarsonTalkMoney $ADBE and $AMZN"  
[X Link](https://x.com/FrontRangeHQ/status/2001336827236757989)  2025-12-17T17:00Z [--] followers, [--] engagements


"Adding a defensive name to the port. Strong relative strength the past few days. Welcome $MA Continues to grow revenue with 55%+ margins. Its currently sitting above the 50/100/200d sma. Its p/fcf is relatively cheap given what its traded at for the last [--] years"  
[X Link](https://x.com/FrontRangeHQ/status/2001369833884230129)  2025-12-17T19:12Z [--] followers, [---] engagements


"@CarsonTalkMoney Fine. I trimmed and consolidated Friday and Tuesday. Sitting on 30% cash"  
[X Link](https://x.com/FrontRangeHQ/status/2001381824837439530)  2025-12-17T19:59Z [--] followers, [--] engagements


"@ianmiles Rolls Royce rolls out brexit style"  
[X Link](https://x.com/FrontRangeHQ/status/2001390031722942737)  2025-12-17T20:32Z [--] followers, [--] engagements


"@CarsonTalkMoney Yeah mostly tech related names. Sold $PLAB and $PATH calls trimmed $AMKR trimmed $FLNC trimmed $PLPC trimmed $RKLB. Mostly profit taking to generate some cash as market chops"  
[X Link](https://x.com/FrontRangeHQ/status/2001421040866725918)  2025-12-17T22:35Z [---] followers, [---] engagements


"@Barchart And the Qs broke it Monday and failed to get above it yesterday and today. Tech has gotta bounce off the [---] day if were gonna get a Santa rally"  
[X Link](https://x.com/FrontRangeHQ/status/2001424753802854658)  2025-12-17T22:50Z [--] followers, [----] engagements


"@lilbubbzhoe @Barchart At this point the Santa rally gets us back to where we were a week ago 😂"  
[X Link](https://x.com/FrontRangeHQ/status/2001455782089425380)  2025-12-18T00:53Z [--] followers, [--] engagements


"I want to see the indexes resume trending up. Theyre breaking down below moving averages. Theres not a clear market trend right now so Im happy to hold cash with some locked in profitable trades. If I do see some names on key moving I may take a shot but be willing to cut quickly"  
[X Link](https://x.com/FrontRangeHQ/status/2001510191255425033)  2025-12-18T04:29Z [--] followers, [--] engagements


"@CarsonTalkMoney Those are all names I like so I wouldnt mind adding back to the position. Will be looking to add to $GRAB and $MELI too"  
[X Link](https://x.com/FrontRangeHQ/status/2001510727904084336)  2025-12-18T04:31Z [---] followers, [---] engagements


"@CarsonTalkMoney Big day for $NKE tomorrow"  
[X Link](https://x.com/FrontRangeHQ/status/2001511031286435985)  2025-12-18T04:33Z [--] followers, [--] engagements


"@CarsonTalkMoney Haha just listen to earnings call all hopped on drugs 😂"  
[X Link](https://x.com/FrontRangeHQ/status/2001511369162788893)  2025-12-18T04:34Z [--] followers, [--] engagements


"Canada is ramping up defense spending after lagging nearly every other NATO country. $KRKNF should benefit as a Canadian defense company. Canada has the largest coastline in the world. Kraken UUVs are perfect for mapping the sea floor and keeping an eye on crucial underwater infra. Kraken Robotics President and CEO Greg Reid authored an article featured in Macleans which explores the opportunities created by Canadas evolving defence spending priorities. Read the full article in Macleans: https://t.co/Yk8C1OdUUq https://t.co/4c9CYDiLeO Kraken Robotics President and CEO Greg Reid authored an"  
[X Link](https://x.com/FrontRangeHQ/status/2001517317306618366)  2025-12-18T04:58Z [--] followers, [---] engagements


"I think the immediate term upside argument is higher unemployment with lower inflation means rate cuts from a new dovish fed chair actually have a logical basis. That's only gotten us back over the 50d and that rejection at the 9/21 emas though.I don't really want to be a buyer but I definitely don't want to add short exposure either. I'm in capital preservation mode. You summed it up perfectly patience"  
[X Link](https://x.com/FrontRangeHQ/status/2001745275812221327)  2025-12-18T20:03Z [--] followers, [---] engagements


"@JessePeltan Im long $FLNC"  
[X Link](https://x.com/FrontRangeHQ/status/2002131398858322041)  2025-12-19T21:38Z [--] followers, [--] engagements


"@QualityInvest5 A crash needs a catalyst. What do you think are the likeliest catalysts for a crash in 26"  
[X Link](https://x.com/FrontRangeHQ/status/2002259202904068292)  2025-12-20T06:06Z [--] followers, [---] engagements


"$SPY closed the week strong. Regained all MAs on the daily and held them all on the weekly. Setting up nicely for an end of year rally. Bring er home Santa"  
[X Link](https://x.com/FrontRangeHQ/status/2002260172706820553)  2025-12-20T06:10Z [--] followers, [--] engagements


"@OPokhrel86135 @QualityInvest5 No I dont think rate cuts will crash us. Were getting a dovish fed that plans to cut rates and market is barely off ATH. Black swans are hard to predict. Could be a credit event that blows up the AI trade. Could be geopolitical like China invading Taiwan. Who knows 🤷"  
[X Link](https://x.com/FrontRangeHQ/status/2002264293975208384)  2025-12-20T06:26Z [--] followers, [---] engagements


"@TedHZhang Check out $LUNR as well. First commercial moon landing"  
[X Link](https://x.com/FrontRangeHQ/status/2002387139271508220)  2025-12-20T14:34Z [--] followers, [---] engagements


"@DukeofDCF @midascabal Yeah and in their [----] guidance 85% of the revenue is already booked. Wouldnt be shocked if $FLNC lands a big deal with a hyper this year. The US is building a lot more solar. Its gotta be paired with batteries to make it more useful"  
[X Link](https://x.com/FrontRangeHQ/status/2002390398644416550)  2025-12-20T14:47Z [---] followers, [--] engagements


"@CarsonTalkMoney At what point are you a seller I dont follow them nearly as close as you but from an outsider is appears theyre slowly losing out to all these other fitness brands like oncloud lululemon vuori etc"  
[X Link](https://x.com/FrontRangeHQ/status/2002396440975585387)  2025-12-20T15:11Z [--] followers, [--] engagements


"@amir This is bullish for $PATH. RPA + AI gives the best of both"  
[X Link](https://x.com/FrontRangeHQ/status/2002431446955491639)  2025-12-20T17:30Z [--] followers, [---] engagements


"@Reformed_Trader Im in $RDW. Ill add $SUUN to my weekend homework list"  
[X Link](https://x.com/FrontRangeHQ/status/2002469606343258577)  2025-12-20T20:02Z [---] followers, [---] engagements


"Nice levelheaded analysis of the bear cases for $DLO. As @realroseceline says there are plenty of bullish takes all over X. Its good to be reminded what the bear thesis is as an investor. I enjoyed reading this article on $DLO by @ReturnsJourney here are my thoughts: https://t.co/5s3Mq2NxJJ Where I agree: The take rate decline is real and structural. Mix is shifting from cards to APMs and that alone pushes pricing down no matter what management does. Large I enjoyed reading this article on $DLO by @ReturnsJourney here are my thoughts: https://t.co/5s3Mq2NxJJ Where I agree: The take rate"  
[X Link](https://x.com/FrontRangeHQ/status/2002474789517287896)  2025-12-20T20:22Z [---] followers, [----] engagements


"@jrouldz If $SPY hits ATH next week $RKLB can definitely push for $100 with all the tailwinds and momentum"  
[X Link](https://x.com/FrontRangeHQ/status/2002489894799880601)  2025-12-20T21:22Z [--] followers, [--] engagements


"@jrouldz Nice work Are you trying to consolidate and reduce your total holdings"  
[X Link](https://x.com/FrontRangeHQ/status/2002490415531110661)  2025-12-20T21:24Z [--] followers, [---] engagements


"@jrouldz Hard to cut those then Much easier to cut names that are recent adds and flat to slightly down from entry"  
[X Link](https://x.com/FrontRangeHQ/status/2002492509709328701)  2025-12-20T21:33Z [--] followers, [--] engagements


"$AEHR is a company Ive been diving into lately. Its $650m but close enough. They sell equipment to do wafer level burn in for SiC/GaN (primarily used in power chips for EVs power supplies etc) and optical photonics. Theyve recently launched Sonoma which is used for burn in testing on AI GPUs (gpu die plus hbm dies) before shipping. Burn in stress tests with high voltage and heat to weed out early life failures that would cost tons of money if they made it thru to delivery. https://twitter.com/i/web/status/2002521516114915416 https://twitter.com/i/web/status/2002521516114915416"  
[X Link](https://x.com/FrontRangeHQ/status/2002521516114915416)  2025-12-20T23:28Z [---] followers, [---] engagements


"@meeijer $FLNC under $20"  
[X Link](https://x.com/FrontRangeHQ/status/2002565497335001300)  2025-12-21T02:23Z [--] followers, [---] engagements


"The space theme is heating up fast. Between the [----] ISS retirement and the new White House Executive Order the commercial side of space is getting kicked into high gear. Heres a quick overview of $RDW the space power play with a growing backlog. The "Ensuring American Space Superiority" EO basically mandates a commercial-first approach for the [----] Lunar base. Redwires ROSA (Roll-Out Solar Array) tech has been proven across a large swath of missions to the point that ROSA is becoming the universal "power cord" of the space economy. Its not just for satellites either. ROSA has a surface"  
[X Link](https://x.com/FrontRangeHQ/status/2002742612290097600)  2025-12-21T14:07Z [---] followers, [----] engagements


"As battery prices drop they become economically viable to build out the grid along with solar. $FLNC $TE Global battery storage deployment is accelerating led by China and US. Cost of batteries fell 90% in last [--] years. BloombergNEF: cumulative energy storage capacity in [----] to reach [--] terawatts eight times higher than the level in [----]. https://t.co/XcVl8Q9GtM Global battery storage deployment is accelerating led by China and US. Cost of batteries fell 90% in last [--] years. BloombergNEF: cumulative energy storage capacity in [----] to reach [--] terawatts eight times higher than the level in"  
[X Link](https://x.com/FrontRangeHQ/status/2002801590789640432)  2025-12-21T18:01Z [---] followers, [---] engagements


"@Dividend_Dollar $AMZN and $PATH are practically tied"  
[X Link](https://x.com/FrontRangeHQ/status/2002802168529858814)  2025-12-21T18:03Z [--] followers, [---] engagements


"Yeah this is my biggest concern. Theres a lot of momentum in the space theme thats gonna spill into $RDW. SBC is 46% of rev. Theyve got about $350M of signed contract work and another $130M of awarded but unsigned work. So I think theyll be able to burn longer than [--] quarters"  
[X Link](https://x.com/FrontRangeHQ/status/2002803935975977306)  2025-12-21T18:10Z [--] followers, [---] engagements


"No Theyre profitable and growing. Stock price is low relative to its past. A lot of the downside is priced in. RPA + Agents are necessary over agent only automated workflows when it comes to a lot of company data. RPA is more deterministic than agents so its much easier to instantiate guardrails to protect data. What do you dislike about it"  
[X Link](https://x.com/FrontRangeHQ/status/2002858871333990549)  2025-12-21T21:49Z [--] followers, [--] engagements


"@ConvexDispatch @jrouldz @StockSavvyShay $HTZ has been selling their EV fleet like crazy. They sold off 1/3 of it in [----] and are trying to clear most of their EV fleet by the end of this year. Im not sure how they pull off autonomous fleet as a service without EVs"  
[X Link](https://x.com/FrontRangeHQ/status/2002859920690139603)  2025-12-21T21:53Z [---] followers, [---] engagements


"@midascabal $NBIS $CRWV $IREN $CIFR $WULF Big fan of the software stack on top of just bare metal for Nebius. Also like a lot of the companies Nebius has invested in"  
[X Link](https://x.com/FrontRangeHQ/status/2002862618252570691)  2025-12-21T22:03Z [--] followers, [----] engagements


"@DB60312676 @jrouldz @ConvexDispatch @StockSavvyShay Ahhh they wont be providing the cars they want to be the service provider. Interesting. Do they have any contracts in place with Tesla or Waymo to do this"  
[X Link](https://x.com/FrontRangeHQ/status/2002876119683662198)  2025-12-21T22:57Z [---] followers, [--] engagements


"$FLNC sitting on the 50d. Adding"  
[X Link](https://x.com/FrontRangeHQ/status/2003149704058798148)  2025-12-22T17:04Z [---] followers, [--] engagements


"@amitisinvesting The gap ups have faded recently. Todays looks strong so far. I think we Santa rally and push to ATH"  
[X Link](https://x.com/FrontRangeHQ/status/2003160843450769695)  2025-12-22T17:48Z [---] followers, [----] engagements


"Agreed Im bullish on $AEHR. They do the burn in for silicon photonics. This stress tests the die to weed out any that are dead or would have died early. These photonic dies absolutely must work or else the GPUs theyre installed in are now unsusble. $AEHR essentially has a monopoly on high throughput wafer level burn in machines. https://twitter.com/i/web/status/2003171543761977513 https://twitter.com/i/web/status/2003171543761977513"  
[X Link](https://x.com/FrontRangeHQ/status/2003171543761977513)  2025-12-22T18:31Z [---] followers, [---] engagements


"@Mr_Derivatives $ASTS launches tomorrow night. Big catalyst can really send it"  
[X Link](https://x.com/FrontRangeHQ/status/2003207454092660935)  2025-12-22T20:54Z [---] followers, [----] engagements


"@Mr_Derivatives Glad you took the time to get it right this time. Couldn't risk being off [--] cents again 😂"  
[X Link](https://x.com/FrontRangeHQ/status/2003298629025665348)  2025-12-23T02:56Z [---] followers, [---] engagements


"Yes Burn in is huge for SiC which is used in high voltage systems. EVs have been the primary driver of SiC however data centers will drive SiC as well since theyre switching to 800vdc. SiC is also used for inverters used to convert solar DC to grid AC. The other tailwind they have is burn in of silicon photonics. Copackaged optics are becoming more and more of a thing. These are installed on the GPU. These optics chips must be tested otherwise early failures make an entire GPU worthless. Im long $AEHR"  
[X Link](https://x.com/FrontRangeHQ/status/2003573262115308010)  2025-12-23T21:07Z [---] followers, [--] engagements


"Lets go $PATH Next stop $SPY $PATH SET TO JOIN S&P MIDCAP [---] https://t.co/NcWTzb3zr6 $PATH SET TO JOIN S&P MIDCAP [---] https://t.co/NcWTzb3zr6"  
[X Link](https://x.com/FrontRangeHQ/status/2003608470558560753)  2025-12-23T23:27Z [---] followers, [---] engagements


"@JaguarAnalytics @CarsonTalkMoney check it out"  
[X Link](https://x.com/FrontRangeHQ/status/2003639934851444924)  2025-12-24T01:32Z [---] followers, [---] engagements


"@BMSInvests Really good list of catalysts"  
[X Link](https://x.com/FrontRangeHQ/status/2003691175505736088)  2025-12-24T04:56Z [---] followers, [---] engagements


"@LongInnovation $KRKNF. Top tier underwater batteries and sonar used in autonomous underwater vehicles"  
[X Link](https://x.com/FrontRangeHQ/status/2003824724644872502)  2025-12-24T13:46Z [--] followers, [---] engagements


"Merry Christmas FinTwit Its okay to see a little red today. 🎄"  
[X Link](https://x.com/FrontRangeHQ/status/2004250817759793167)  2025-12-25T18:00Z [--] followers, [--] engagements


"$CELH 200d sma has been strong support/resistance since the earnings gap down. Pushing into it today"  
[X Link](https://x.com/FrontRangeHQ/status/2004565364785717257)  2025-12-26T14:50Z [--] followers, [--] engagements


"This is one of the best $PATH analysis Ive read UiPath $PATH Stock Analysis Report 📝 As promised my deep-dive analysis & personal thesis on UiPath is now live. UiPath is no longer legacy RPA." This is enterprise agentic automation taking shape. RPA + AI Agents + Orchestration = Autonomous Workflows 🔗 Read it here: https://t.co/ElNugJMAl9 UiPath $PATH Stock Analysis Report 📝 As promised my deep-dive analysis & personal thesis on UiPath is now live. UiPath is no longer legacy RPA." This is enterprise agentic automation taking shape. RPA + AI Agents + Orchestration = Autonomous Workflows 🔗"  
[X Link](https://x.com/FrontRangeHQ/status/2004712273227759864)  2025-12-27T00:33Z [---] followers, [---] engagements


"The $KRKNF Sonar Deep Dive For [--] years if you wanted to scan the ocean floor for threats you used Side Scan Sonar. Its fatal flaw The further you scan the blurrier the image. When hunting for mines blurry gets you blown up"  
[X Link](https://x.com/FrontRangeHQ/status/2004776155816272303)  2025-12-27T04:47Z [---] followers, [---] engagements


"Kraken has solved this problem with "Synthetic Aperture Sonar" (SAS). It uses software to combine multiple sonar pings as it's moving. This yields constant 3cm x 3cm resolution whether the target is 10m or 100m away"  
[X Link](https://x.com/FrontRangeHQ/status/2004776157351477394)  2025-12-27T04:47Z [---] followers, [--] engagements


"Only two companies in the West sell this tech as a standalone product: -Kongsberg: Massive expensive power hungry -Kraken: 90% cheaper lighter modular Kraken is software-defined so it fits on small platforms. Kongsberg's system requires a massive AUV"  
[X Link](https://x.com/FrontRangeHQ/status/2004776158664257590)  2025-12-27T04:47Z [---] followers, [--] engagements


"Kraken captures the market in two ways: [--]. As a supplier (MINSAS): They sell standalone sonar to other AUV makers. [--]. As a prime (KATFISH): They sell the entire system a high-speed towed vehicle containing their sonar. Navies buy this directly to hunt mines right now"  
[X Link](https://x.com/FrontRangeHQ/status/2004776160258130235)  2025-12-27T04:47Z [---] followers, [--] engagements


"This is why Anduril picked Kraken. The Dive-LD is a long range autonomous sub. It needs to see but cannot carry a massive sonar rig. It can carry a Kraken MINSAS sensor (SAS optimized for AUV). When you see an Anduril sub you're likely looking at a Kraken sensor suite"  
[X Link](https://x.com/FrontRangeHQ/status/2004776161977811172)  2025-12-27T04:47Z [---] followers, [--] engagements


"Seabed Warfare is here. -Nord Stream Pipeline sabotage -Internet cables cut in the Red Sea -Drifting sea mines in the Black Sea Navies are scrambling for Seabed Intelligence. Kraken scans faster and clearer than legacy tech"  
[X Link](https://x.com/FrontRangeHQ/status/2004776163756179825)  2025-12-27T04:47Z [---] followers, [--] engagements


"Kraken supplies both the heart (Batteries) and eyes (Sonar) for next gen AUVs. While Kraken sells hardware they're operate with software-like margins (55%+). They're growing rapidly and profitably. What's not to like Here's my Kraken battery deep dive https://x.com/FrontRangeHQ/status/1997864030682353712 https://x.com/FrontRangeHQ/status/1997864030682353712"  
[X Link](https://x.com/FrontRangeHQ/status/2004776165160931395)  2025-12-27T04:47Z [---] followers, [--] engagements


"@pennycheck @DrPippaM The underwater part is a big reason I love $KRKNF"  
[X Link](https://x.com/FrontRangeHQ/status/2004787986563772846)  2025-12-27T05:34Z [---] followers, [---] engagements


"@FransBakker9812 Great to see relative strength on $KRKNF"  
[X Link](https://x.com/FrontRangeHQ/status/2004904072772813048)  2025-12-27T13:15Z [---] followers, [---] engagements


"@LongInnovation The red green color blind people wont have to 😂"  
[X Link](https://x.com/FrontRangeHQ/status/2004904483403542561)  2025-12-27T13:17Z [---] followers, [--] engagements


"@ekwufinance Youre right and thats why behind the meter will continue to grow in popularity. Its a necessity. Thats why $GOOG just bought Intersect"  
[X Link](https://x.com/FrontRangeHQ/status/2004906509776683393)  2025-12-27T13:25Z [---] followers, [---] engagements


"@CarioCapital Ive been looking at golds performance as an inflation hedge but this post by @ConvexDispatch has opened my eyes to another reason why gold is running. https://x.com/convexdispatch/status/2004550962107519323s=46 Hot take: gold is not a debasement trade. At least not in the way most people think. And this run may be far more extended than many expect. TL;DR: Golds move is being driven primarily by geopolitics and sovereign-risk hedging not CPI prints or debt math. That regime is https://x.com/convexdispatch/status/2004550962107519323s=46 Hot take: gold is not a debasement trade."  
[X Link](https://x.com/FrontRangeHQ/status/2004931779862712618)  2025-12-27T15:06Z [--] followers, [--] engagements


"Yeah this is a name I continue to get more bullish on as I dive in. I see SiC demand rebounding as data centers are moving to 800vdc. They also provide burn in for optics/photonics device - another area that continues to see demand from the AI buildout. Yet another tailwind is burn in for wafer level gpu/hbm chips as well as burn in at the package level for the gpu/hbm combo"  
[X Link](https://x.com/FrontRangeHQ/status/2004999477447594114)  2025-12-27T19:35Z [---] followers, [--] engagements


"@Midnight_Captl Ive just started my journey. Its fascinating Thoughts on $AEHR"  
[X Link](https://x.com/FrontRangeHQ/status/2005021352491925859)  2025-12-27T21:01Z [---] followers, [---] engagements


"@PegasusFund $AEHR for burn in testing of AI related chips and photonics. $KRKNF autonomous underwater vehicle buildout. $PATH workplace automation. $TE / $FLNC AI energy buildout"  
[X Link](https://x.com/FrontRangeHQ/status/2005302823198806511)  2025-12-28T15:40Z [---] followers, [----] engagements


"@ManuInvests $AEHR for burn in testing of AI related chips and photonics. $KRKNF autonomous underwater vehicle buildout. $PATH workplace automation. $TE / $FLNC AI energy buildout"  
[X Link](https://x.com/FrontRangeHQ/status/2005476271531438485)  2025-12-29T03:09Z [---] followers, [---] engagements


"@ManuInvests Heres a really detailed deep dive. @michaelsikand posts a lot of great info on $KRKNF as well. $KRKNF $PNG.V Most people following Kraken still dont fully understand the business or the thesis. I just published a 50+ page deep dive covering all the tech contracts customers defense programs and why Kraken is one of the best plays in the market currently. Completely https://t.co/V5eQqlhfGd $KRKNF $PNG.V Most people following Kraken still dont fully understand the business or the thesis. I just published a 50+ page deep dive covering all the tech contracts customers defense programs"  
[X Link](https://x.com/FrontRangeHQ/status/2005478938513174792)  2025-12-29T03:20Z [---] followers, [---] engagements


"$SLV trading like $BTC with these whipsaws"  
[X Link](https://x.com/FrontRangeHQ/status/2005661005029032207)  2025-12-29T15:23Z [---] followers, [--] engagements


"$CELH back over to 200d. Lets see it hold tomorrow. One of the few green names in my port today"  
[X Link](https://x.com/FrontRangeHQ/status/2005861477371060269)  2025-12-30T04:40Z [---] followers, [---] engagements


"@SpearfishingCap Do you know who supplies rugged batteries to the US military $ENS"  
[X Link](https://x.com/FrontRangeHQ/status/2005873357078806614)  2025-12-30T05:27Z [---] followers, [---] engagements


"@aleabitoreddit Since $AXTI has geopolitical risk and can essentially go to zero whenever China wants it seems like calls are the way to play it no"  
[X Link](https://x.com/FrontRangeHQ/status/2005998614880084271)  2025-12-30T13:45Z [---] followers, [---] engagements


"$AEHR reporting Jan 8th. What Im looking for: -Increase in orders for AI and photonics equipment. (Sonoma for AI and FOX-XP for photonics). Adoption from hyperscalars would be a massive tailwind and confirm the transition from SiC to AI/photonics is working. - Free cash flow trending back towards positive. As SiC demand has decreased FCF has been declining. -Decrease in orders from China. This lowers the geopolitical risk. https://www.accessnewswire.com/newsroom/en/industrial-and-manufacturing/aehr-test-systems-to-announce-second-quarter-fiscal-2026-financial-res-1122011"  
[X Link](https://x.com/FrontRangeHQ/status/2006084292846444954)  2025-12-30T19:25Z [---] followers, [---] engagements


"@InvestWithJorge Have you looked into $FLNC as an alternative battery play to $EOSE"  
[X Link](https://x.com/FrontRangeHQ/status/2006087427673481700)  2025-12-30T19:38Z [---] followers, [---] engagements


"@SunvMikey We basically hit max bearish sentiment like a month ago when $SPY pulled back a whopping 6%. Id say retail is back to bullish rather than still bullish. Sentiment changes very quick these days. Glad to see another $AEHR bull. 🫡"  
[X Link](https://x.com/FrontRangeHQ/status/2006148824843084157)  2025-12-30T23:42Z [---] followers, [---] engagements


"@MikeLongTerm $GRAB Thailands expanding night economy is definitely a euphemism. Long $GRAB"  
[X Link](https://x.com/FrontRangeHQ/status/2006153899808268560)  2025-12-31T00:02Z [---] followers, [--] engagements


"@jrouldz That Q3 [--] $ASTS rev jump 👀"  
[X Link](https://x.com/FrontRangeHQ/status/2006184212336976289)  2025-12-31T02:02Z [---] followers, [---] engagements


"Nice summary on the misinformation that surrounds $MRVL. Corrections to misinformation never spread quite like the initial report. This is a name Ive been keeping an eye on and fits into the optics theme along with your other pick $AXTI. I like their Celestial AI acquisition. Theyre vertically expanding their optics offerings which I see continuing to accelerate. Weve reached the limit with copper and data is only going to move faster. $MRVL has positioned themselves to now offer: -optics on the pcb itself. This replaces short copper traces that would go from gpu to memory or gpu to co"  
[X Link](https://x.com/FrontRangeHQ/status/2006442294678016373)  2025-12-31T19:08Z [---] followers, [---] engagements


"Underwater warfare will continue to ramp up. $KRKNF First Ship Seized For Undersea Cable Cutting Since NATOs Baltic Sentry Began The Turkish-owned cargo vessel Fitburg is accused of damaging an undersea cable running from Finland to Estonia. Story: https://t.co/2UoRM44CJU First Ship Seized For Undersea Cable Cutting Since NATOs Baltic Sentry Began The Turkish-owned cargo vessel Fitburg is accused of damaging an undersea cable running from Finland to Estonia. Story: https://t.co/2UoRM44CJU"  
[X Link](https://x.com/FrontRangeHQ/status/2006483902848991264)  2025-12-31T21:53Z [---] followers, [---] engagements


"A non-exhaustive list of companies in the photonics supply chain to watch in [----] as well as a brief overview of each segment InP: $AXTI Sumitomo InP (Indium Phosphide) is the required material for high-frequency lasers. This is important as the industry moves to 1.6T and eventually 3.2T. InP is difficult to work with. Its brittle wafer yields are low (2-4 inch wafers) and it expands at different rates than silicon when heated. This can cause it to tear itself apart when integrated with silicon. Epitaxial Layer: $VECO Aixtron Once the InP wafer is created an epitaxial layer is grown on top of"  
[X Link](https://x.com/FrontRangeHQ/status/2006790005105234256)  2026-01-01T18:09Z [---] followers, [----] engagements


"Is this just for airborne drones or are underwater drones affected to I think so as I see FAA and PBAS mentioned. Curious since Canada is on that list and would potentially affect $KRKNF batteries. If theyre getting this strict with airborne I could see it extended to all drones. https://twitter.com/i/web/status/2006838824073310705 https://twitter.com/i/web/status/2006838824073310705"  
[X Link](https://x.com/FrontRangeHQ/status/2006838824073310705)  2026-01-01T21:23Z [---] followers, [----] engagements


"@aleabitoreddit Lots of names in the photonics supply chain I own a number of the stocks on your list. Your postS about $AXTI inspired me to dig into the photonics supply chain and write a brief overview. https://x.com/frontrangehq/status/2006790005105234256s=46 A non-exhaustive list of companies in the photonics supply chain to watch in [----] as well as a brief overview of each segment InP: $AXTI Sumitomo InP (Indium Phosphide) is the required material for high-frequency lasers. This is important as the industry moves to 1.6T and https://x.com/frontrangehq/status/2006790005105234256s=46 A"  
[X Link](https://x.com/FrontRangeHQ/status/2007089684896432510)  2026-01-02T14:00Z [---] followers, [---] engagements


"@aleabitoreddit @reticulosaurus @retail_mourinho Same and now it's up 20% today 😭"  
[X Link](https://x.com/FrontRangeHQ/status/2007158520119177345)  2026-01-02T18:34Z [---] followers, [--] engagements


"Great write up. I'm with you 100%. I don't think they've really caught AI theme bid yet. They're exposed to many sectors of the theme: individual AI chip burn in board level burn in photonics etc. I already bought some calls this morning. I bought Mar 25c. Are you just rolling with commons"  
[X Link](https://x.com/FrontRangeHQ/status/2007182269577080845)  2026-01-02T20:08Z [---] followers, [--] engagements


"Nice write up on $AEHR earnings catalysts. Check out the post @SunvMikey quotes inside his post as well. $ON providing SiC power modules for $NIO is also bullish for another one of my holdings $ACLS. Axcelis provides equipment to implant ions inside SiC. Without this tool SiC does not conduct any electricity. Axcelis has a near monopoly in the high end ion implantation market (70%-80%). Building on this $AEHR earnings play heres a very important connection some of you might of missed. Nio selected ON Semiconductor $ON as a primary supplier for its Silicon Carbide power modules. When Nio"  
[X Link](https://x.com/FrontRangeHQ/status/2007189461357212145)  2026-01-02T20:37Z [---] followers, [---] engagements


"Good morning and happy Saturday What companies will you be researching this weekend Ill be looking into $MRVL and $SHMD"  
[X Link](https://x.com/FrontRangeHQ/status/2007463186765861225)  2026-01-03T14:44Z [---] followers, [---] engagements


"@realroseceline @danielisdizzy Something something its time for $AMZN to finally run. Cope Possibly"  
[X Link](https://x.com/FrontRangeHQ/status/2007622076052738151)  2026-01-04T01:16Z [---] followers, [---] engagements


"@realroseceline @danielisdizzy On the bright side its not like revenue or op margins have been stagnant over the same period. If the growth continues the stock has to move at some point"  
[X Link](https://x.com/FrontRangeHQ/status/2007623918476243092)  2026-01-04T01:23Z [---] followers, [--] engagements


"Starting to look into the nuclear side of the AI trade tonight. I've heard of $OKLO before but without digging in too much it seems more like a science project than a company at this point in time. However I did stumble upon $BWXT. They're already the SOLE manufacturer of nuclear reactors for the US Navy. Not only that but they're the sole provider of the enriched uranium that powers these reactors. The really interesting part is they're currently working on "Project Pele". The goal is to produce a Small Modular Reactor (SMR) that fits inside a standard [--] ft container ship. The fuel for this"  
[X Link](https://x.com/FrontRangeHQ/status/2007676726269391070)  2026-01-04T04:53Z [---] followers, [----] engagements


"$MU looks cheap if this cycle is indeed an extended super cycle as Simon Woo at BofA is predicting. Simon Woo at BofA raised his price target on SK hynix to KRW [-------] and made the following comments: - The possibility of a memory oversupply driven by new fabs should not really be debated until [----]. Even then if the increase in memory content per NVIDIA GPUsuch as with https://t.co/ZmFegItnxa Simon Woo at BofA raised his price target on SK hynix to KRW [-------] and made the following comments: - The possibility of a memory oversupply driven by new fabs should not really be debated until"  
[X Link](https://x.com/FrontRangeHQ/status/2008064777730637906)  2026-01-05T06:35Z [---] followers, [---] engagements


"@StockChaser_ $AEHR - provide machines that perform wafer level burn in and package level burn in. Stock took a hit when EV growth slowed since most of their testing was SiC. Now their machines are used for GPUs HBM photonics. Earnings this Thursday Jan 8th"  
[X Link](https://x.com/FrontRangeHQ/status/2008071334132326811)  2026-01-05T07:01Z [---] followers, [---] engagements


"@aleabitoreddit Nice trade. Hope you weighted $GDRZF the heaviest"  
[X Link](https://x.com/FrontRangeHQ/status/2008261350301331674)  2026-01-05T19:36Z [---] followers, [---] engagements


"Just wrote about $BWXT this weekend and started a position this morning at $186. Will look into some more uranium stocks. $CCJ and $LEU off the top of my head. https://t.co/azVc88b2HP https://t.co/azVc88b2HP"  
[X Link](https://x.com/FrontRangeHQ/status/2008282389315813619)  2026-01-05T21:00Z [---] followers, [---] engagements


"$SHMD - The Glass Substrate Pure Play SCHMIDis a leading provider of equipment needed to manufacture glass substrates. What exactly is a glass substrate and why is this important Cutting edge AI chips currently use CoWoS (Chip on Wafer and Substrate) packaging. GPU dies and HBM dies are first connected on a silicon wafer. This is done on a silicon wafer instead of a PCB because the signal density can be much higher saving valuable room. The wafer is then mounted to a substrate. Typically the substrate is an organic material. However AI chips now run so hot the substrate expands quicker than"  
[X Link](https://x.com/FrontRangeHQ/status/2008543159517954271)  2026-01-06T14:16Z [---] followers, [---] engagements


"Shoutout to a few account that have also done a lot of research into this name and inspired my dive: @pennycheck @Mike10947310 @Superioresearch"  
[X Link](https://x.com/FrontRangeHQ/status/2008543850642776465)  2026-01-06T14:19Z [---] followers, [--] engagements


"@Mindset4Money_X Im long $AMZN - nice breakdown. Im not as familiar with your other picks as I dont own them"  
[X Link](https://x.com/FrontRangeHQ/status/2008564475675504819)  2026-01-06T15:41Z [---] followers, [--] engagements


"$OSS is a small cap ($160m) sitting on the intersection of two hot themes: AI and defense. They recently sold off their low margin business Bressner to focus on their high margin ruggedized AI servers for defense. 🚨 BREAKING $OSS has announced a new partnership with a U.S. defense prime securing an initial $1.2M order for U.S. Army combat vehicle systems The agreement covers the design and delivery of ruggedized compute and visualization hardware intended for platforms such as https://t.co/NbxeQkVl4v 🚨 BREAKING $OSS has announced a new partnership with a U.S. defense prime securing an"  
[X Link](https://x.com/FrontRangeHQ/status/2008927769993032055)  2026-01-07T15:44Z [---] followers, [---] engagements


"Hard to not be bullish on solar and batteries $TE $FLNC $EOSE Per BofA citing WoodMack: "Wood Mackenzie tracks 245GW of planned data center capacity across the U.S. of which 35% show some sign of onsite power beyond conventional backup. Within that BESS is the second most common onsite technology (after gas) with 34GW across [--] https://t.co/k9hGgmhrTp Per BofA citing WoodMack: "Wood Mackenzie tracks 245GW of planned data center capacity across the U.S. of which 35% show some sign of onsite power beyond conventional backup. Within that BESS is the second most common onsite technology (after"  
[X Link](https://x.com/FrontRangeHQ/status/2008932114679673267)  2026-01-07T16:01Z [---] followers, [---] engagements


"$AEHR Hyperscalar adoption of wafer level burn-in is the key to see this stock really move. Higher margins and recurring revenue from WaferPaks that package level testing on Sonoma does not provide"  
[X Link](https://x.com/FrontRangeHQ/status/2008935456642117692)  2026-01-07T16:15Z [---] followers, [----] engagements


"Amazing to see them embracing agentic commerce this early. $MA Mastercard is turning heads. eCommerce AI agent TAM has a +50% CAGR. "Agentic Commerce is here. And were at the center of it . The runway for Agentic-focused services. is long." Michael Miebach CEO $MA https://t.co/A2hRLoBKNi Mastercard is turning heads. eCommerce AI agent TAM has a +50% CAGR. "Agentic Commerce is here. And were at the center of it . The runway for Agentic-focused services. is long." Michael Miebach CEO $MA https://t.co/A2hRLoBKNi"  
[X Link](https://x.com/FrontRangeHQ/status/2008959955043537145)  2026-01-07T17:52Z [---] followers, [---] engagements


"@MirzaAcar8 I think they will and I think thats going to be a huge tailwind. FOX-XP is their flagship wafer level burn-in machine. Its higher margins than Sonoma package level burn-in plus they get recurring revenue for selling the WaferPaks that are required to run the machine"  
[X Link](https://x.com/FrontRangeHQ/status/2008981218394820835)  2026-01-07T19:17Z [---] followers, [--] engagements


"Zero revs but they do have legitimate designs for reactors. I much prefer $BWXT. They are the sole manufacturer of nuclear reactors for the navy. Theyve been funded by the US government to build small nuclear reactors for military use during deployments. They also manufacture the fuel for these reactors. Theyll have a working prototype this year. Once the concept has been proven theyll strip out the classified portions and sell it commercially. https://twitter.com/i/web/status/2009084917947486655 https://twitter.com/i/web/status/2009084917947486655"  
[X Link](https://x.com/FrontRangeHQ/status/2009084917947486655)  2026-01-08T02:09Z [---] followers, [--] engagements


"@Ashton_1nvests $GOOG $MELI $MA $AMZN $NVDA"  
[X Link](https://x.com/FrontRangeHQ/status/2009111789318099318)  2026-01-08T03:55Z [---] followers, [---] engagements


"@SunvMikey @GrumpierBTDay If earnings go well I think its because this name finally becomes associated with the AI trade and can see a lot of momentum because of it"  
[X Link](https://x.com/FrontRangeHQ/status/2009131587368309119)  2026-01-08T05:14Z [---] followers, [--] engagements


"@investingluc This is awesome. Will be checking y combinator regularly now"  
[X Link](https://x.com/FrontRangeHQ/status/2009288752108130549)  2026-01-08T15:39Z [---] followers, [----] engagements


"$AEHR Q2 [----] Earnings: 🔴 Revenue of $9.88M missed $11.37M estimate 🟢 EPS (Adjusted) of -$0.04 beat -$0.07 estimate"  
[X Link](https://x.com/FrontRangeHQ/status/2009373913940165082)  2026-01-08T21:17Z [---] followers, [---] engagements


"$AEHR earnings call was VERY bullish. Customers are asking just how many machines they can make. Hypers can use 20-30 machines for a processor at $4-$5m per machine. Theyre guiding for their books to massively increase from $18m to $60m-$80m in the H2 FY [----] (end Nov thru end May) mostly driven by AI demand. https://twitter.com/i/web/status/2009419666792554507 https://twitter.com/i/web/status/2009419666792554507"  
[X Link](https://x.com/FrontRangeHQ/status/2009419666792554507)  2026-01-09T00:19Z [---] followers, [----] engagements


"@aleabitoreddit Nice bounce back"  
[X Link](https://x.com/FrontRangeHQ/status/2009420458568077529)  2026-01-09T00:22Z [---] followers, [---] engagements


"@Ticker_Watcher1 @Kross_Roads $AEHR provides equipment that stress tests wafers and packages to weed out the early life failures. Theyre gaining a lot of traction with hyperscalars. Backlog is projected to go from $18m to $60-$80m over the next two quarters"  
[X Link](https://x.com/FrontRangeHQ/status/2009421632864206865)  2026-01-09T00:27Z [---] followers, [---] engagements


"$GRAB Triple bottom. Bounce a 3rd time or down we go Chart doesn't look the least bit bullish. Below every sma/ema"  
[X Link](https://x.com/FrontRangeHQ/status/2009484634942505051)  2026-01-09T04:37Z [---] followers, [---] engagements


"@pradeeepk Any idea how $AMZN plans to power all of these For instance $GOOGL made a recent acquisition to secure behind-the-meter natty gas solar and BESS"  
[X Link](https://x.com/FrontRangeHQ/status/2009486567342219602)  2026-01-09T04:45Z [---] followers, [---] engagements


"I bought into $CELH shortly after their most recent earnings. After they acquired Alani Nu they needed to switch Alani Nu from their previous distributors to Pepsi. They said the next Q would be messy due to this switch. They've already been through this when the core Celcius brand switch over to Pepsi distro. All this to say yes I think revenue bounces back once distro stock normalizes and the growth story returns. https://twitter.com/i/web/status/2009487275982508231 https://twitter.com/i/web/status/2009487275982508231"  
[X Link](https://x.com/FrontRangeHQ/status/2009487275982508231)  2026-01-09T04:47Z [---] followers, [--] engagements


"$AEHR is now green premarket. Investors are catching on to their backlog guide of 18m - 60m-80m"  
[X Link](https://x.com/FrontRangeHQ/status/2009617660942987733)  2026-01-09T13:26Z [---] followers, [---] engagements


"@aleabitoreddit That you moving it 20% on entry 😂"  
[X Link](https://x.com/FrontRangeHQ/status/2009641457628709318)  2026-01-09T15:00Z [---] followers, [----] engagements


"$AEHR up 16% despite immediate earnings reaction yesterday afternoon. I think investors caught on to the immense upside theyre guiding. $AEHR earnings call was VERY bullish. Customers are asking just how many machines they can make. Hypers can use 20-30 machines for a processor at $4-$5m per machine. Theyre guiding for their books to massively increase from $18m to $60m-$80m in the H2 FY [----] (end Nov thru https://t.co/QQ7eXdBrh2 $AEHR earnings call was VERY bullish. Customers are asking just how many machines they can make. Hypers can use 20-30 machines for a processor at $4-$5m per machine."  
[X Link](https://x.com/FrontRangeHQ/status/2009741713058005301)  2026-01-09T21:38Z [---] followers, [---] engagements


"@KairosPraxis @EricJhonsa 100% agreed with the quantum co hype train. I'm not familiar with $LPTH and $U but $KRKNF / $PNG.V is a legitimate company with actual high margin hardware sales and defense contracts in place"  
[X Link](https://x.com/FrontRangeHQ/status/2009756788443189428)  2026-01-09T22:38Z [---] followers, [---] engagements


"@Mr_Derivatives No massive green arrows pointing up and right on these charts"  
[X Link](https://x.com/FrontRangeHQ/status/2009764527634632908)  2026-01-09T23:09Z [---] followers, [---] engagements


"@TradexWhisperer Better to admit being wrong in the face of more information than doubling down on being wrong"  
[X Link](https://x.com/FrontRangeHQ/status/2009769119269412876)  2026-01-09T23:27Z [---] followers, [---] engagements


"@futurist_lens If you like $SMR and are bullish on nuclear check out $BWXT project PELE. Gov backed. Filed delivered. Reactor being built now"  
[X Link](https://x.com/FrontRangeHQ/status/2009769684468477999)  2026-01-09T23:30Z [---] followers, [---] engagements


"@Leo_Traydes With another 1.6% today $KRKNF $AXTI $AVAV $TE $CELH $OSS carrying the port"  
[X Link](https://x.com/FrontRangeHQ/status/2009770397890142681)  2026-01-09T23:32Z [---] followers, [---] engagements


"@Dr_Keefer @Meta @oklo Well written take and I agree This is why I think $BWXT is the SMR play. They have decades of nuclear reactor experience. Theyve already successfully designed and manufactured the fuel and are working on the prototype now. This is all back and funded by the US military"  
[X Link](https://x.com/FrontRangeHQ/status/2009816196934459421)  2026-01-10T02:34Z [---] followers, [---] engagements


"Yeah definitely agree that were not in a bubble at least not yet. The speed of the building out is straining supply chains. Were already seeing it in memory. What happens when bottlenecks shoot up manufacturing costs Do these companies have to increase borrowing to acquire materials to keep pace https://twitter.com/i/web/status/2009871770950492430 https://twitter.com/i/web/status/2009871770950492430"  
[X Link](https://x.com/FrontRangeHQ/status/2009871770950492430)  2026-01-10T06:15Z [---] followers, [--] engagements


"@TradexWhisperer $MU still priced like its at peak cycle and will slow down any q now. Everything points to the cycle lasting at least thru end of 2026"  
[X Link](https://x.com/FrontRangeHQ/status/2009877162975998250)  2026-01-10T06:37Z [---] followers, [----] engagements


"@TradexWhisperer Nothing. I dont think it ends [----]. I dont see it slowing down before then. Im just saying the cycle lasts at least until end of year"  
[X Link](https://x.com/FrontRangeHQ/status/2009880748812325288)  2026-01-10T06:51Z [---] followers, [---] engagements

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