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# ![@TannersTrades Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3049746550.png) @TannersTrades Tanner

Tanner posts on X about $vrt, $nrg, $mp, $fcx the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::3049746550/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3049746550/c:line/m:interactions.svg)

- X Week XXXXXXX +121%
- X Month XXXXXXX +676%
- X Months XXXXXXX +244%
- X Year XXXXXXXXX +144%

### Mentions: XX [#](/creator/twitter::3049746550/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3049746550/c:line/m:posts_active.svg)

- X Week XX +57%
- X Month XX +27%
- X Months XXX +6.10%
- X Year XXX +51%

### Followers: XXXXX [#](/creator/twitter::3049746550/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3049746550/c:line/m:followers.svg)

- X Week XXXXX +72%
- X Month XXXXX +92%
- X Months XXXXX +145%
- X Year XXXXX +222%

### CreatorRank: XXXXXXX [#](/creator/twitter::3049746550/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3049746550/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::3049746550/influence)
---

**Social category influence**
[stocks](/list/stocks)  #5485 [cryptocurrencies](/list/cryptocurrencies)  #1855 [technology brands](/list/technology-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$vrt](/topic/$vrt) #8, [$nrg](/topic/$nrg) #1, [$mp](/topic/$mp) #21, [$fcx](/topic/$fcx) #3, [$tsla](/topic/$tsla) #149, [$fslr](/topic/$fslr) #4, [rare earth](/topic/rare-earth) #99, [$vst](/topic/$vst) #12, [$lac](/topic/$lac) #12, [$crml](/topic/$crml) #14

**Top accounts mentioned or mentioned by**
[@pforce810](/creator/undefined) [@jamescripps](/creator/undefined) [@connorjbates](/creator/undefined) [@jspittrades](/creator/undefined) [@hiddenbuying](/creator/undefined) [@jamescripps_](/creator/undefined) [@amyoder](/creator/undefined) [@sutranation](/creator/undefined) [@smantel](/creator/undefined) [@purpledrinkllc](/creator/undefined) [@hankruehl](/creator/undefined) [@xbearishbullx](/creator/undefined) [@connorjbates_](/creator/undefined) [@tedhzhang](/creator/undefined) [@marketplunger1](/creator/undefined) [@justinsmokess](/creator/undefined) [@stockboogie0308](/creator/undefined) [@speculatorio](/creator/undefined) [@blackmarlin87](/creator/undefined) [@anandragn](/creator/undefined)

**Top assets mentioned**
[Vertiv Holdings Co (VRT)](/topic/$vrt) [NRG Energy Inc (NRG)](/topic/$nrg) [MP Materials Corp. (MP)](/topic/$mp) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Tesla, Inc. (TSLA)](/topic/$tsla) [First Solar, Inc. (FSLR)](/topic/$fslr) [Vistra, Corp. (VST)](/topic/$vst) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Southern Copper Corporation (SCCO)](/topic/$scco) [Teck Resources Limited (TECK)](/topic/$teck) [Dell Technologies, Inc. (DELL)](/topic/dell) [GE Vernova Inc. (GEV)](/topic/$gev) [CatCoin (CAT)](/topic/$cat) [Constellation Energy Corp (CEG)](/topic/$ceg) [Oklo Inc. (OKLO)](/topic/$oklo) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Heroes of NFT (HON)](/topic/$hon) [Limitus (LMT)](/topic/$lmt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Arista Networks Inc (ANET)](/topic/$anet) [TAC Protocol (TAC)](/topic/$tac) [Stacks (STX)](/topic/$stx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [T-Mobile (TMUS)](/topic/$tmus) [Fluidity (FLY)](/topic/$fly) [General Electric Company (GE)](/topic/$ge) [Planet Labs PBC (PL)](/topic/$pl) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Boeing Co (BA)](/topic/$ba) [Cummins Inc. (CMI)](/topic/$cmi) [Palantir (PLTR)](/topic/$pltr) [Allegheny Technologies (ATI)](/topic/$ati) [Viasat Inc (VSAT)](/topic/$vsat) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [SATS (Ordinals) (SATS)](/topic/$sats) [Verizon Communications Inc. (VZ)](/topic/$vz) [AT&T Inc. (T)](/topic/$t) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Moog Inc. (MOG.A)](/topic/$moga) [Northrop Grumman Corporation (NOC)](/topic/$noc) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [Enphase Energy Inc (ENPH)](/topic/$enph) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [QuantumScape Corporation (QS)](/topic/$qs) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [OpenServ (SERV)](/topic/$serv) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Teradyne, Inc. (TER)](/topic/$ter) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts [#](/creator/twitter::3049746550/posts)
---
Top posts by engagements in the last XX hours

"@marketplunger1 Happened to me with $OZON in XX (Russian). Never had another on my book. Lost 2ish% overnight"  
[X Link](https://x.com/TannersTrades/status/1976747130426368218) [@TannersTrades](/creator/x/TannersTrades) 2025-10-10T20:30Z 6703 followers, 2710 engagements


"@Speculator_io Rare earth is just the tip of the iceberg"  
[X Link](https://x.com/TannersTrades/status/1976352177246568929) [@TannersTrades](/creator/x/TannersTrades) 2025-10-09T18:20Z 6708 followers, 40.7K engagements


"In January I outlined the immense power problem that comes with AI no matter what. This problem includes both power related equipment and systems such as $VRT $GEV $CAT $PSIX as well as outright generation from IPP's such as $VST $CEG. This article explores the issues"  
[X Link](https://x.com/TannersTrades/status/1973756727385575625) [@TannersTrades](/creator/x/TannersTrades) 2025-10-02T14:27Z 6563 followers, 4162 engagements


"I just finished writing my newsletter about: - Rare Earth Ecosystem - AI Compute - Individual names I like for next week: $STX $USAR $GEV $ANET $TAC $OKLO - $HIMS super run analysis Check it out"  
[X Link](https://x.com/TannersTrades/status/1977425684923650198) [@TannersTrades](/creator/x/TannersTrades) 2025-10-12T17:26Z 6711 followers, 5391 engagements


"What is The Space Economy In the graphic below I have laid out: - Launch and Propulsion: $RKLB $FLY $GE SpaceX - Satellites: $PL $ASTS $BA $MNTS - Components: $CMI $HON - Data Analytics: $BKSY $PLTR $SPIR - Materials: $USAR $ATI - Comms: $VSAT $IRDM $SATS - Networks: $VZ $T $TMUS - Defense: $NOC $LMT $LHX - Sensors & Power: $MOG.A $STI $BWXT $TDY If you enjoyed be sure to bookmark this for later use"  
[X Link](https://x.com/TannersTrades/status/1979195981976490318) [@TannersTrades](/creator/x/TannersTrades) 2025-10-17T14:41Z 6713 followers, 20.7K engagements


"@dennisc230 $NRG is a peer to $VST. Similar look slightly better weekly and less headline risk with VST recently coming under some pressure for potentially overpaying for new plants. No double inside day though. (I own both)"  
[X Link](https://x.com/TannersTrades/status/1977871237884826059) [@TannersTrades](/creator/x/TannersTrades) 2025-10-13T22:57Z 6504 followers, XXX engagements


"Why are Rare Earth Metals Important Below I have put together why. You will find: - key investments from Trump such as $MP $LAC $TMQ and $CRML - Where Neodymium is used: $SMCI $DELL $VRT - Copper supply chain: $SCCO $FCX $TECK $TGB - Lithium: $TSLA $FSLR $NRG - The truth that China does have a dominant rare earth stash and more. Bookmark to save this you will want it as this theme is only now starting to feel the supply pinch"  
[X Link](https://x.com/TannersTrades/status/1976341905307742466) [@TannersTrades](/creator/x/TannersTrades) 2025-10-09T17:40Z 6714 followers, 534.1K engagements


"The way I see it is this: Charts and graphs aside Trump has laid the foundation for an equities bull cycle via the direct purchase of securities and these geopolitical bickering matches will not end it. Additionally CoreWeave OpenAI and NVIDIA have set in motion AI compute facilities development that industry friends have informed me is only just beginning. So either the market dies here a couple Months after a US stock portfolio is created and hundreds of billions of capex is spent or Big Don is going to continue to cut checks to keep this cat purring. In any case my portfolio activity will"  
[X Link](https://x.com/TannersTrades/status/1977035036223230383) [@TannersTrades](/creator/x/TannersTrades) 2025-10-11T15:34Z 6708 followers, 3323 engagements


"@RealAdamWy The long term answer is obviously nuclear preferably SMR on-site. The short term band-aid is solar. $FSLR $ENPH ect"  
[X Link](https://x.com/TannersTrades/status/1975593717462429981) [@TannersTrades](/creator/x/TannersTrades) 2025-10-07T16:07Z 6563 followers, XXX engagements


"The Robotics Ecosystem: - Major metal components $UUUU $NB $MP $FCX - Battery players $QS $AMPX $ENVX - Humanoid $TSLA $HON $TER - Logistics applications $AMZN $SYM $SERV - Defense $AVAV $LMT $DPRO Bookmark this and thanks to @HankRuehl for helping"  
[X Link](https://x.com/TannersTrades/status/1977757397947961503) [@TannersTrades](/creator/x/TannersTrades) 2025-10-13T15:24Z 6712 followers, 198.9K engagements


"@adiiii44 @PrimeTrading_ $ALAB would fall under networks as they server as a manufacturer of what connects equipment to the compute side of the datacenter. Heres some additional info:"  
[X Link](https://x.com/TannersTrades/status/1974171139237949604) [@TannersTrades](/creator/x/TannersTrades) 2025-10-03T17:54Z 6559 followers, 2834 engagements


"Im not entirely sure why there is so much confusion around $OKLO Later last year the power problem was widely recognized as real in the datacenter ecosystem. Players that stood to gain included $VST $CEG $NRG $TLN as IPPs all of which move pretty slow and only have moderate nuclear portfolios. Speculation ran hot then and its running hot now as individuals seek to add exposure to this industry/thesis with a faster moving vehicle. OKLO satiates that niche perfectly. It has Sam Altmans paws on it reasonably structured despite being a SPAC and has proven to be liquid for over a year now. Is it"  
[X Link](https://x.com/TannersTrades/status/1978225868565565805) [@TannersTrades](/creator/x/TannersTrades) 2025-10-14T22:26Z 6714 followers, 3359 engagements


"Every AI Ecosystem Combined: Below is a graphic that fully encompasses the AI supply chain from energy creation to compute. Over the last year and half I have made the power demand trade the largest position of my entire career. In every instance of innovative greatness the foundation is a strong energy supply. If AI is to be what we all hope it will companies like $CRWV $AMZN $GOOG $MSFT and $ORCL will need to either fund or build their own energy grids. The last thing any administration would want is its citizens picking up a monstrous utilities bill every month at the hand of mega"  
[X Link](https://x.com/TannersTrades/status/1973009946330673633) [@TannersTrades](/creator/x/TannersTrades) 2025-09-30T13:00Z 6563 followers, 19.1K engagements


"@ConnorJBates_ Nice of you to join us Goldman Sachs"  
[X Link](https://x.com/TannersTrades/status/1978447195083846062) [@TannersTrades](/creator/x/TannersTrades) 2025-10-15T13:05Z 6653 followers, XXX engagements


"Should have a look into $TGEN. Partnership with $VRT for marketing their nat gas chillers. Good piece of tech w/ big moat. Also $PSIX as miniature version of $CAT same idea good piece of tech better growth story than TGEN. In any case all apart of my core Datacenter equipment basket. Heres a better visual I made as well"  
[X Link](https://x.com/TannersTrades/status/1973541909218906296) [@TannersTrades](/creator/x/TannersTrades) 2025-10-02T00:13Z 6560 followers, 8070 engagements


"@WagieCapital Guy just didnt read the tweet nice"  
[X Link](https://x.com/TannersTrades/status/1978254326540706298) [@TannersTrades](/creator/x/TannersTrades) 2025-10-15T00:19Z 6559 followers, XXX engagements


"The CEO of an OTC mining company worth $XX mil has offered me financial compensation to shill their pink sheet to my audience. The top is in"  
[X Link](https://x.com/TannersTrades/status/1978915473153540487) [@TannersTrades](/creator/x/TannersTrades) 2025-10-16T20:06Z 6712 followers, 10.5K engagements


"Data centers need Equipment: Hyperscaler training and data packed facilities are the future theres no disputing that however these industries are still unproven and there is an immediately profitable opportunity right in front of our faces In my career my biggest and easiest winners have been consistent industries experiencing supply chain shocks that drive EPS or demand without sacrificing margins. The coolers generators switches and other components are not new technologies but experiencing a spurt of growth that IS changing their fundamental profiles These are secular businesses with"  
[X Link](https://x.com/TannersTrades/status/1973873008872767646) [@TannersTrades](/creator/x/TannersTrades) 2025-10-02T22:09Z 6563 followers, 16.5K engagements