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

Tanner posts on X about in the, ai, stocks, $nrg the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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

- [--] Week [-----] +101%
- [--] Month [------] -22%
- [--] Months [---------] +238%
- [--] Year [---------] +193%

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

- [--] Week [--] +11%
- [--] Month [--] +76%
- [--] Months [---] -1.90%
- [--] Year [---] -8.60%

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

- [--] Week [-----] -0.02%
- [--] Month [-----] -0.32%
- [--] Months [-----] +202%
- [--] Year [-----] +253%

### CreatorRank: [---------] [#](/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

**Social category influence**
[stocks](/list/stocks)  38% [finance](/list/finance)  33% [cryptocurrencies](/list/cryptocurrencies)  18% [technology brands](/list/technology-brands)  13% [automotive brands](/list/automotive-brands)  5% [countries](/list/countries)  3% [gaming](/list/gaming)  2% [agencies](/list/agencies)  1% [travel destinations](/list/travel-destinations)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[in the](/topic/in-the) 11%, [ai](/topic/ai) 10%, [stocks](/topic/stocks) 8%, [$nrg](/topic/$nrg) 7%, [$gev](/topic/$gev) 7%, [$vst](/topic/$vst) 7%, [$tsla](/topic/$tsla) 5%, [$crwv](/topic/$crwv) 5%, [$oklo](/topic/$oklo) 5%, [$nvda](/topic/$nvda) 5%

**Top accounts mentioned or mentioned by**
[@tedhzhang](/creator/undefined) [@purpledrinkllc](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@hankruehl](/creator/undefined) [@zastocks](/creator/undefined) [@venu7](/creator/undefined) [@theoptionsnomad](/creator/undefined) [@marketplunger1](/creator/undefined) [@mjorgensen9](/creator/undefined) [@venuguntupli7](/creator/undefined) [@dennisc230](/creator/undefined) [@thomasthedeal](/creator/undefined) [@jersacex](/creator/undefined) [@darklordofdatas](/creator/undefined) [@dthomasstealth](/creator/undefined) [@feroceresearch](/creator/undefined) [@joe59017](/creator/undefined) [@speculatorio](/creator/undefined) [@cronked](/creator/undefined) [@autismcapital](/creator/undefined)

**Top assets mentioned**
[NRG Energy Inc (NRG)](/topic/$nrg) [GE Vernova Inc. (GEV)](/topic/$gev) [Vistra, Corp. (VST)](/topic/$vst) [Tesla, Inc. (TSLA)](/topic/$tsla) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Oklo Inc. (OKLO)](/topic/$oklo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [MP Materials Corp. (MP)](/topic/$mp) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [CatCoin (CAT)](/topic/$cat) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [SPDR GOLD ETF (GLD)](/topic/$gld) [Iris Energy Limited (IREN)](/topic/$iren) [General Electric Company (GE)](/topic/$ge) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Heroes of NFT (HON)](/topic/$hon) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Limitus (LMT)](/topic/$lmt) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Constellation Energy Corp (CEG)](/topic/$ceg) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Dell Technologies, Inc. (DELL)](/topic/dell) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [Royal Gold Inc (RGLD)](/topic/$rgld) [Applied Digital Corp. (APLD)](/topic/$apld) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [QuantumScape Corporation (QS)](/topic/$qs) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [OpenServ (SERV)](/topic/$serv) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Teradyne, Inc. (TER)](/topic/$ter) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [NuScale Power Corporation (SMR)](/topic/$smr) [NANO Nuclear Energy Inc. (NNE)](/topic/$nne) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Southern Copper Corporation (SCCO)](/topic/$scco) [Teck Resources Limited (TECK)](/topic/$teck) [Taseko Mines Limited (TGB)](/topic/$tgb) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [First Solar, Inc. (FSLR)](/topic/$fslr) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [Newmont Corporation (NEM)](/topic/$nem)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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)  2025-10-09T17:40Z [----] followers, 559.2K engagements


"How do I trade gold Below I have laid out how: Spot ETFs $GLD $IAU $OUNZ Leveraged Spot $UGL $DGP $UGLD Miners $NEM $AEM $GOLD Miner ETFs $GDX $GDXJ Royalty Corps $WPM $RGLD $OR Levered Miners $NUGT $JNUG $GDXU Futures /GC /MGC /QO Bookmark it. Ranked by size"  
[X Link](https://x.com/TannersTrades/status/1979947940123689387)  2025-10-19T16:29Z [----] followers, 51.6K engagements


"I frequently get asked what I think about (insert geopolitical economic war) event and how it will impact markets. My resolve is pretty simple: I take the event and weight it against other similar events an how they impacted markets. After this I weight it against overarching themes like the president of the biggest economic machine in the world saying things like we are going to outgrow debt. If it supersedes all of these stress tests it may be impactful but that last test is a Trump card no pun intended and unless we see a fluke event like Covid or a continental invasion by another first"  
[X Link](https://x.com/TannersTrades/status/2017026171779821719)  2026-01-30T00:04Z [----] followers, [----] engagements


"In the fall of last year I presented my newest long: $CAT This name along with the other heavy manufacturing AI datacenter adjacent stocks are absolutely crushing it right now. The reason is a concept that I talk about a lot and it is as simple as this: Legacy businesses with a competent management team and products that support the AI revolution will outperform speculative growth stocks because of their moats consistency and ability to accurately price the value of forward sales. Not only are they not as prone to volatility due to the steady nature of their cashflows but they are extremely"  
[X Link](https://x.com/TannersTrades/status/2020586667296346133)  2026-02-08T19:52Z [----] followers, [----] engagements


"Accurately trading markets isnt easy enough to choose which way to win feels better. (Definitely #2) You buy a stock already up 100% in [--] months and it doubles. versus You buy a stock down 50% in [--] months and it doubles. In which scenario are you more satisfied with yourself You buy a stock already up 100% in [--] months and it doubles. versus You buy a stock down 50% in [--] months and it doubles. In which scenario are you more satisfied with yourself"  
[X Link](https://x.com/TannersTrades/status/2021358980787032551)  2026-02-10T23:01Z [----] followers, [----] engagements


"Datacenter & Crypto Miner Ecosystem: Pure players: $CRWV $NUAI $NBIS $AULT $SLNH Miners: $IREN $APLD $RIOT $WULF $CORZ Many of these stocks are setting up for continuation. Which do you think is the most undervalued and overvalued on the list"  
[X Link](https://x.com/TannersTrades/status/1984270384347390057)  2025-10-31T14:45Z [----] followers, 300.4K engagements


"$CAT delivers on yet another stellar quarter furthering my long thesis for the stock that this is an AI winner via its power generation division and the related segments. Finding winners in this bull has not been hard but many of the running themes are tied to future promises on undeveloped tech. Names like $CAT and $GEV bring the reliability of a legacy business to a new frontier of growth. https://twitter.com/i/web/status/2016963868082212871 https://twitter.com/i/web/status/2016963868082212871"  
[X Link](https://x.com/anyuser/status/2016963868082212871)  2026-01-29T19:57Z [----] followers, [----] engagements


"@M_Jorgensen9 I mentioned $GE as it was the parent company with key divisions taking off aka GEV. Guess I could have done either"  
[X Link](https://x.com/TannersTrades/status/2021681616838435208)  2026-02-11T20:23Z [----] followers, [--] engagements


"@SixSigmaCapital Extremely linear too. $ALM daily a thing of beauty"  
[X Link](https://x.com/TannersTrades/status/1977693970953064906)  2025-10-13T11:12Z [----] followers, [---] engagements


"@venuguntupli7 Robotics: https://x.com/TannersTrades/status/1977757397947961503 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 https://t.co/HfscZD8U2T https://x.com/TannersTrades/status/1977757397947961503 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"  
[X Link](https://x.com/TannersTrades/status/1977764556853084665)  2025-10-13T15:53Z [----] followers, [----] 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)  2025-10-13T22:57Z [----] followers, [---] 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)  2025-10-14T22:26Z [----] followers, [----] engagements


"The CEO of an OTC mining company worth $50 mil has offered me financial compensation to shill their pink sheet to my audience. The top is in"  
[X Link](https://x.com/anyuser/status/1978915473153540487)  2025-10-16T20:06Z [----] followers, 12.2K 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 https://twitter.com/i/web/status/1979195981976490318 https://twitter.com/i/web/status/1979195981976490318"  
[X Link](https://x.com/TannersTrades/status/1979195981976490318)  2025-10-17T14:41Z [----] followers, 90.5K engagements


"@thomasthedeal @TedHZhang Bruh"  
[X Link](https://x.com/TannersTrades/status/1979739770344607747)  2025-10-19T02:41Z [----] followers, [--] engagements


"@JersaceX Robinhood bros in shambles"  
[X Link](https://x.com/TannersTrades/status/1979957208465989837)  2025-10-19T17:05Z [----] followers, [--] engagements


"Recently finished my 156th weekly write up. I cover: State of the rare earth trade Index behavior amidst turmoil Ideas/themes for q4 notable charts and quotes $USAR $TMDX $DELL $GLD $HOOD $TGEN $TSLA Go read it"  
[X Link](https://x.com/TannersTrades/status/1979996043086323823)  2025-10-19T19:40Z [----] followers, [----] engagements


"@DarkLordOfDatas No I am using it as a vehicle for exposure to the rare earths trade. The best bet is probably $MP but it trades like shit and everyone and their mom bought it"  
[X Link](https://x.com/TannersTrades/status/1980003422490296463)  2025-10-19T20:09Z [----] followers, [---] engagements


"Top idea for this quarter: $TMDX TransMedics Mid double digit rev growth expensive but justifiable with Moat Daily weekly quarterly chart all look stacked High short interest (25%) Logically seems cheap at $4B considering the product I am already long"  
[X Link](https://x.com/anyuser/status/1980016103817404848)  2025-10-19T21:00Z [----] followers, [----] engagements


"@DThomasStealth My favorite part of it all was inventing bitcoin yield as an incentive. All time move by Saylor and peers 😂"  
[X Link](https://x.com/TannersTrades/status/1980063839262822846)  2025-10-20T00:09Z [----] followers, [---] engagements


"@FeroceResearch I don't have any of my GLD or SLV options anymore just the bullion from a couple years ago on my original thesis. No plans to sell people underestimate the endurance a commodities cycle can have. https://x.com/TannersTrades/status/1825911316478861459 REITERATING $GLD/ $GOLD THESIS: Environment similar to 1978-1980 (see image 1) $GOLD catches M2 money supply usually with overcorrection (image 2) Current global tensions uncertainties and domestic economic environment lends well to move higher. https://t.co/jrLtrYImut https://x.com/TannersTrades/status/1825911316478861459"  
[X Link](https://x.com/TannersTrades/status/1980338042151006540)  2025-10-20T18:19Z [----] followers, [---] engagements


"Why did $IREN Run 1300% From April - Turned profitable - Triple digit topline & EPS growth - Bitcoin mine - Datacenter conversion - Misunderstood business - Vertically integrated - $NVDA preferred partner I missed this one but what a run"  
[X Link](https://x.com/TannersTrades/status/1980694550701289610)  2025-10-21T17:55Z [----] followers, 45.2K engagements


"My power portfolio has been taking on some water lately so Id like to share some quick updates seeing as this is my biggest thesis and invested theme: Current book (by size): $GEV $VST $VRT $PSIX $TGEN Today: - closed $OKLO (20sma trail) - added to $GEV The GE acquisition outshined how tremendous of a report it was despite the acquisition actually putting them in a better position to benefit from any Trump Grid support. For the popular new companies like $CRWV $NBIS theyre great traders but this is their first rodeo. Meanwhile GEV still has the paperwork from the Great Depression"  
[X Link](https://x.com/TannersTrades/status/1981085353118203993)  2025-10-22T19:48Z [----] followers, [----] engagements


"$NBIS is a monster stock. Below I break down why: - Triple Digit AI revenue growth - Huge hyper-scaler deals w/ $MSFT $META $GOOG - $NVDA partnership Nebius post spin-off is one of the premier global players in AI cloud infrastructure. You're going to want to bookmark this"  
[X Link](https://x.com/TannersTrades/status/1981425703141986739)  2025-10-23T18:21Z [----] followers, 66K engagements


"@joe59017 Yeah man I didnt model out the data but did some napkin math and its juicy. Might not be for you but another interesting under appreciated story is $TGEN. Deal with $VRT even if we assume tiny sales conversion expectations the value becomes immense"  
[X Link](https://x.com/TannersTrades/status/1981498594621296843)  2025-10-23T23:10Z [----] followers, [---] engagements


"$HOOD is a market leader but why Below I break it down: - Innovative disruptive offerings targeted at young adults - Strong branding and UI for ease of use - Early crypto offerings - Strategic acquisitions for expansion Robinhood is taking over Keep this saved"  
[X Link](https://x.com/TannersTrades/status/1981767651257954806)  2025-10-24T17:00Z [----] followers, [----] engagements


"@Speculator_io Great list. I connected it all together as well:"  
[X Link](https://x.com/TannersTrades/status/1981840820362981429)  2025-10-24T21:50Z [----] followers, [----] engagements


"Stocks under 300m make up less than 1% of my total entries but you are absolutely right. A stock of this size turning over its market cap multiple times in a day with a new chart AI in the ticker and a tagline like a mini coreweave and youve got a really asymmetrical opportunity for some multiplication from $50m mcap (where I entered it)"  
[X Link](https://x.com/TannersTrades/status/1981850899774578980)  2025-10-24T22:30Z [----] followers, [---] engagements


"@cronked Meta uses Nebius to train its LLM nebius uses GOOG ADK to create ai agents"  
[X Link](https://x.com/TannersTrades/status/1982053201382899747)  2025-10-25T11:54Z [----] followers, [--] engagements


"Earlier this year I published an article titled: Gotta Catch Em' All. This piece explored the investment world that surrounds Pokemon CS:GO and Magic The Gathering. In this I highlighted returns of these products and the risks associated one of which being market volatility. This week we saw CS:GO release a new update that changed the dynamics of the trade up system within the game causing many upsets as inventory values shifted and what many believed to be "unlimited gains" came to a screeching halt. In my opinion I still believe that sealed product will always triumph over induvial"  
[X Link](https://x.com/TannersTrades/status/1982157031449428374)  2025-10-25T18:47Z [----] followers, [----] engagements


"Heavily annotate your charts. Years ago I would ignore this wake up at 9:15 check the news and base my trades on the technicals. Then I realized how important it was to know how stocks move around news. It became abundantly clear that some news was more impactful than others so much so that one could discern the type of gap and subsequent move after open. This is edge. We know that stocks move the best around news and keeping details and chart logs of price activity around different headlines is exactly what saves you from a gap and fade and gets you into a gap down reversal. Look at my"  
[X Link](https://x.com/TannersTrades/status/1982498024929579017)  2025-10-26T17:22Z [----] followers, 16.2K engagements


"@AutismCapital $CRDO cables"  
[X Link](https://x.com/TannersTrades/status/1982591912424157507)  2025-10-26T23:35Z [----] followers, [---] engagements


"Uranium & Nuclear Ecosystems: We desperately need more nuclear power as a solution to the impeding energy problem in the united states. Donald Trump seems to recognize this as he begins to cut checks to various portions of the power supply chain. I made this graphic to break it down here (Bookmark it): Mining & Dev: $UUUU $UEC $DNN $CCJ Royalty/Trusts: $UROY/Sprott Enrichment/Fuels/Isotopes: $LTBR $LEU $ASPI Support: $GEV $HON $LDOS $BWXT SMR: $OKLO $SMR $RYCEY $NNE Utilities: $VST $DUK $TLN $NEE $CEG These graphics are how I keep a handle on the various market ecosystems. When news comes out"  
[X Link](https://x.com/TannersTrades/status/1983236319053582361)  2025-10-28T18:15Z [----] followers, 84.4K engagements


"( $BE ) Bloom Energy: 1500% Run Below I break down why: - Strong macro tailwinds - Partnerships with $CRWV $AEP $EQIX - Critical to power demand problem - Huge weekly base - Favorable tax credit extensions Know what you own and be sure to save this"  
[X Link](https://x.com/TannersTrades/status/1983616200166010898)  2025-10-29T19:25Z [----] followers, 32.2K engagements


"@Random_Nobody_1 Good luck getting Trump to go for anything solar. I agree its the best choice but fat chance for the big man"  
[X Link](https://x.com/TannersTrades/status/1983630133329317965)  2025-10-29T20:20Z [----] followers, [--] engagements


"@dbohler I find it very unlikely that Trump folds his anti clean energy campaign"  
[X Link](https://x.com/TannersTrades/status/1983721975873990957)  2025-10-30T02:25Z [----] followers, [--] engagements


"@Codedbyhuman havnt really looked into them gimme the skinny"  
[X Link](https://x.com/TannersTrades/status/1984272311885951087)  2025-10-31T14:52Z [----] followers, [----] engagements


"@WildHawggg Lots of coverage on this one in the comments. Will get it on the next update"  
[X Link](https://x.com/TannersTrades/status/1984615474848551401)  2025-11-01T13:36Z [----] followers, [----] engagements


"@YangGang52109 In order by which you commented: $CORZ $RIOT $BTBT $APLD"  
[X Link](https://x.com/TannersTrades/status/1984702730657522170)  2025-11-01T19:22Z [----] followers, [---] engagements


"A system that works is a system that is trusted. Looking back through my stat sheet for the year I find that the majority of my losses come from [--] main groups: - Non target themes - Breakout entries/momentum swinging - Stocks not at/near highs The most glaring issue is that coming into the year I had laid out my core basket and if I had just bought it Id have outperformed my current YTD by 20%. I must get better at sizing down these non target buys or just being more patient as opposed to treating it like a premium buy on a core idea. Its been a good year but that doesnt mean I can be lazy in"  
[X Link](https://x.com/TannersTrades/status/1985381829004722612)  2025-11-03T16:21Z [----] followers, [----] engagements


"@LucidTrading_ @ZaStocks It represents the purest access to AI application in a market that is driven by AI speculation. Virtually no competitors at their level and strong founder at the helm. Perfect storm not terribly surprising when you look past the multiples"  
[X Link](https://x.com/TannersTrades/status/1985485320712864072)  2025-11-03T23:12Z [----] followers, [---] engagements


"Is the Mag-7 Overvalued This question is thrown around a lot on FinX and personally I think its a bunch of hoopla. Yes the weighting of $NVDA $AAPL $AMZN $TSLA $META $MSFT $GOOG is the highest its ever been (37%). Yes many of them work together and partner with each other creating a "wheel" of cashflow. Finally yes despite having a deregulatory administration in place there are also concerns of antitrust afoot. Even still with all of this true we have instances in history where 'on paper' irrationality continued on for much longer than even the biggest bears could hold out. We all see the"  
[X Link](https://x.com/TannersTrades/status/1985748281457328489)  2025-11-04T16:37Z [----] followers, [----] engagements


"@jbulltard1 Based $CAT investor"  
[X Link](https://x.com/TannersTrades/status/1985881343838867656)  2025-11-05T01:26Z [----] followers, [---] engagements


"How much land does it cost to produce electricity Electricity needs to be used near the source of its generation to avoid heat loss during transmission. With power production where it currently sits a near 40% wide spread between expected [----] demand and output I wonder what type of power the U.S. will be pushing moving forward. The back and forth of the last couple administrations has certainly slowed down this decision making with each rolling back the pasts choices on where funding will go. Despite Elon being a big proponent for solar I question the state of advancement in battery tech and"  
[X Link](https://x.com/anyuser/status/1986545988694385126)  2025-11-06T21:27Z [----] followers, [----] engagements


"@WIFenjoyer69 Strip mining for lithium isnt exactly eco friendly 😂"  
[X Link](https://x.com/TannersTrades/status/1986679085389504605)  2025-11-07T06:16Z [----] followers, [--] engagements


"Provided full open coverage on my thoughts in the market remaining level headed watchlist and trend recognition in top themes. You'll want to go check it out. Looking back over the last week I was faced with some tough calls to make in my book on some names that have been on my book for a while. making these choices is not easy as I often find that a rigid system is not always the best course of action when handling long duration runners. For me it came down to $APP $RKLB $VST and $GEV but ultimately sold none and kept all. Check it out and happy gameday"  
[X Link](https://x.com/TannersTrades/status/1987647431039693223)  2025-11-09T22:24Z [----] followers, [----] engagements


"We have seen hot IPOs this year but nothing like history has shown us is possible. A barometer of market health I like to key in on when speculation runs high is how many new listings are coming online. In [----] we saw a massive influx due to cheap capital and valuation inflation which drove total IPOs well above average. (Note the falloff in [----] as rates elevated.) As it stands we have rates on the decline and an extremely modest IPO market. As more AI related businesses bear fruit we should see an influx which will contribute to the blow off narrative many speak so often about. Big IPO"  
[X Link](https://x.com/TannersTrades/status/1987925574187188279)  2025-11-10T16:49Z [----] followers, [----] engagements


"The edge erosion from overcrowding on the FinX parabolic short setup will be studied someday $SNDK after an amazing move it is starting to accelerate which opens the window for a parabolic short opportunity in the coming days. What we have so far: [--]. 287% above the 200-DSMA and 100% (10ATR) above the 50-DSMA [--]. Last Friday was the largest daily candle on highest https://t.co/4DPQAcEpvp $SNDK after an amazing move it is starting to accelerate which opens the window for a parabolic short opportunity in the coming days. What we have so far: [--]. 287% above the 200-DSMA and 100% (10ATR) above the"  
[X Link](https://x.com/anyuser/status/1988020730005778571)  2025-11-10T23:07Z [----] followers, [----] engagements


"@kyletjames Its not totally worthless yet but it certainly started to fall apart after everyone ran it on MSTR. Real ball knowers used it on inverted charts for the SPY April lows but thats a story for another time"  
[X Link](https://x.com/TannersTrades/status/1988248456687702269)  2025-11-11T14:12Z [----] followers, [--] engagements


"The [--] most impactful setups for my trading: Lately it hasnt been easy to spot those classic setups as much as wed like to get into our favorite stocks. With the slow tape today I updated a [--] year old piece about how I find stock entries. In it youll find open fully annotated coverage on: - SMA Pinch - Undercut & Rally - Weekly Base - High Tight Flag - names: $IREN $OKLO $AVGO $STX $DUOL $SMCI $AMR $APP & more. Worth checking out. You know where to find it"  
[X Link](https://x.com/TannersTrades/status/1988341600872001627)  2025-11-11T20:22Z [----] followers, [----] engagements


"Pullback buy setup: Undercut and Rally Great setup to know in a tougher market the undercut and rally capitalizes on inefficient supports to shake out unwilling hands and reward rebuys. Long ago I saw it being popularized as a "liquidity sweep" which is effectively the same thing. Price fades a historic support and within a few sessions reclaims it and moves out to the top of the range. See examples below: $DUOL $NET $MSTR"  
[X Link](https://x.com/TannersTrades/status/1988656108337021292)  2025-11-12T17:12Z [----] followers, [----] engagements


"Another earnings season and another round of watching traders and EP bros fail to realize that beat/miss data is worthless to accurately valuing where a stock should be on report day. Anyone who took corp finance in college can guesstimate q/q earnings and put a bow tie on it for the public. Look for this instead: - guidance raise/beat - sales acceleration - margin improvements - CFO comments about internal surprise Last of all just read the internally released literature. I love X for all it provides to the finance community but you can learn a hell of a lot more about what makes a business"  
[X Link](https://x.com/TannersTrades/status/1988774309582590271)  2025-11-13T01:01Z [----] followers, [----] engagements


"@G_The_Sting I dont even know what Im looking at here"  
[X Link](https://x.com/TannersTrades/status/1988973881407963419)  2025-11-13T14:15Z [----] followers, [--] engagements


"@Venu_7_ Havent had a Sydney Sweeney Ad in a while"  
[X Link](https://x.com/TannersTrades/status/1989065780143747533)  2025-11-13T20:20Z [----] followers, [---] engagements


"Alternate to Relative Strength Analysis: When the universe of growth and thematic stocks I trade is pulling back I step back and focus on logical and comparative analysis to determine where future momentum might be readily found when all else is up in the air. This measurement is three parts long: - YTD return (to highs) - Percentage off highs - Risk Adjusted Leadership Performance Heuristic or RALPH. For this sequence I have assembled a visual representation of how I carry this exercise out. Above is the % gain from year open to highs. From there I move to % off highs. Immediately I am"  
[X Link](https://x.com/TannersTrades/status/1989117914021253218)  2025-11-13T23:47Z [----] followers, [----] engagements


"@ResearchSfl Many names would have made great additions. I took the most mentioned from a couple dozen peers to make this list"  
[X Link](https://x.com/TannersTrades/status/1989220218015740308)  2025-11-14T06:33Z [----] followers, [--] engagements


"@Venu_7_ Would be curious to see this measured as a % of market cap not dollar inflow. Seems obvious the biggest names get the biggest inflows"  
[X Link](https://x.com/TannersTrades/status/1989815024710554105)  2025-11-15T21:57Z [----] followers, [---] engagements


"@MartinShkreli $OPEA gotta be one of the most buns tickers ever"  
[X Link](https://x.com/TannersTrades/status/1989817447994855914)  2025-11-15T22:07Z [----] followers, [---] engagements


"@BillAckman Bill has helped me become a better investor. Why stop there. Pulling this line out at the function tonight"  
[X Link](https://x.com/TannersTrades/status/1989843309318328527)  2025-11-15T23:49Z [----] followers, [---] engagements


"Earlier this year we rejoiced at pre-April leadership names like $PLTR $RKLB $GEV $HOOD making marginally lower lows or flat bottoms through the tariff mania pullback many of which topped before SPY in February. Those names went on to lead out of the muck throughout the summer. Now they diverge away from SPY once again except this time to the downside. Theres no hidden message here. Leadership names often act independently from the indexes in which they are components. Thats the point of a leader after all. To me this doesnt mean its Armageddon simply that stocks that act independently are"  
[X Link](https://x.com/TannersTrades/status/1990110930634756598)  2025-11-16T17:33Z [----] followers, [----] engagements


"More than 2/3rd of my long book Ive owned for more than [--] years and by nature of the market are up humongous. Posting these things would be trivial as one half of the viewers would think: this guys flexing what an asshole and the other half would say Im too late. I used to but not anymore"  
[X Link](https://x.com/TannersTrades/status/1990215639135342608)  2025-11-17T00:29Z [----] followers, [---] engagements


"There is a tremendous amount of value in businesses with multiple market segments under its umbrella. This creates opportunity in the event of a spin off or major growth spurt for the star segment. Take $GE for example and its spin off of $GEV and $GEHC. As a whole the company traded at a discount due to cyclical mismatching and superfluous complexity. This is called the "conglomerate discount". After the spin offs each segment is allowed to pursue tailored growth strategies making alignment with investors much cleaner. During the AI revolution we all so persistently cover there are a few"  
[X Link](https://x.com/TannersTrades/status/1990905605838590116)  2025-11-18T22:11Z [----] followers, [----] engagements


"@SixSigmaCapital I like how you reply to comments as if we all have tik tok brain. Looks good I am long 😂"  
[X Link](https://x.com/TannersTrades/status/1990910751217750082)  2025-11-18T22:31Z [----] followers, [---] engagements


"@IAmTheBuck @TedHZhang @elonmusk @Benioff Napkin math says no for me. Could be missing something but I dont see the value here especially when there is a huge amount of quantifiable and legitimate value on the ground"  
[X Link](https://x.com/TannersTrades/status/1995288756153102360)  2025-12-01T00:28Z [----] followers, [--] engagements


"@JamesTrvdes Bull Earlier this year I published an article titled: Gotta Catch Em' All. This piece explored the investment world that surrounds Pokemon CS:GO and Magic The Gathering. In this I highlighted returns of these products and the risks associated one of which being market https://t.co/jhYhSkagNA Earlier this year I published an article titled: Gotta Catch Em' All. This piece explored the investment world that surrounds Pokemon CS:GO and Magic The Gathering. In this I highlighted returns of these products and the risks associated one of which being market https://t.co/jhYhSkagNA"  
[X Link](https://x.com/TannersTrades/status/2010422016067924119)  2026-01-11T18:42Z [----] followers, [--] engagements


"@ZaStocks Many of whom preach about only buying the best most liquid momentum movers magically long something that has been RW for some time"  
[X Link](https://x.com/TannersTrades/status/2011209395389276331)  2026-01-13T22:51Z [----] followers, [---] engagements


"@TedHZhang @perplexity_ai Levels of glaze even Krispy Kreme doesnt achieve"  
[X Link](https://x.com/TannersTrades/status/2011210384322281560)  2026-01-13T22:54Z [----] followers, [---] engagements


"@PurpleDrink_LLC Someone even asked if Seagate was Seadoo"  
[X Link](https://x.com/TannersTrades/status/2011637744905154738)  2026-01-15T03:13Z [----] followers, [---] engagements


"Trump finally steps in to support electricity production here are my thoughts about the most impacted groups: - Independent Power Producers - Equipment manufacturers - Hyperscalers The independent power producers such as $VST $TLN $NRG get the worst of the deal as they are responsible for producing the power and selling it to the grid (PJM). [--] year fixed contracts are not good for business as in the end the model of these IPPs is to be long electricity via production. Equipment suppliers get the best deal without touching the power markets risk. $GEV $CAT $VRT sit upstream of generation and"  
[X Link](https://x.com/TannersTrades/status/2012179378868785310)  2026-01-16T15:05Z [----] followers, [---] engagements


"@TheOptionsNomad Plausible outcome but I dont see how big index leaders dont continue with Trump getting on the mic saying things like were going to outearn debt lmao"  
[X Link](https://x.com/TannersTrades/status/2012972241684750591)  2026-01-18T19:35Z [----] followers, [--] engagements


"@PurpleDrink_LLC He is long high beta equities through the weekend"  
[X Link](https://x.com/TannersTrades/status/2013380483829178795)  2026-01-19T22:38Z [----] followers, [---] engagements


"After a tumultuous few sessions in the market I find it warranted to address my behavior as it pertains to seasonality and general attitude shifts in markets. First and foremost I am always looking at markets. Even when the ones everyone focuses on trading every day are in jeopardy money is flowing somewhere and I am a firm believer in that. However there are times in markets where I find myself abstaining less interested and most importantly less active. The end of the year is historically one of those times for me with my reasoning as follows: - If theres a Santa rally my book wont need"  
[X Link](https://x.com/anyuser/status/2001711279799484805)  2025-12-18T17:48Z [----] followers, [----] engagements


"For some reason articles don't get any reach on this app but here is an analysis of the impacted groups from the winter storm in the US as well as the information on how to trade it. https://t.co/jtzlGUYhln https://t.co/jtzlGUYhln"  
[X Link](https://x.com/anyuser/status/2015518958149922958)  2026-01-25T20:15Z [----] followers, [----] engagements


"$RVNL one of the only stocks Ive seen go triple parabolic in less than a year on the same uptrend. Many such cases in India. Do you guys ever look at some of the charts in the Indian stock market It's unbelievable. They make Fartcoin NVDA and insert AI shitco here look like dividend-paying utilities. Truly amazing. Do you guys ever look at some of the charts in the Indian stock market It's unbelievable. They make Fartcoin NVDA and insert AI shitco here look like dividend-paying utilities. Truly amazing"  
[X Link](https://x.com/TannersTrades/status/1943109398634660288)  2025-07-10T00:45Z [----] followers, [----] engagements


"@CharlieAllievo @marketplunger1 Tell you what its been annoying as shit to trade in the past. Almost didnt include it just out of spite"  
[X Link](https://x.com/TannersTrades/status/1976438352405799395)  2025-10-10T00:03Z [----] followers, [--] engagements


"Furthering my point from yesterday: $CAT broken down into segments. We can see that the data center related segments are growing much faster than the rest of the business. These assets if spun off would likely trade for a much higher multiple and create a solid window for growth post spin. After looking around this seems like the best stock for a spin off given the current AI tailwind impacting legacy businesses"  
[X Link](https://x.com/TannersTrades/status/1991242508219600977)  2025-11-19T20:29Z [----] followers, [----] engagements


"Pumping the brakes and looking for adds on a lot of my favorite names this weekend from the tree stand. Hello New York"  
[X Link](https://x.com/TannersTrades/status/1992317877501018545)  2025-11-22T19:42Z [----] followers, [----] engagements


"My weekend coverage was some more of the bullish that Ive shared. Heres an excerpt: If we look back to the pullbacks over the last year they have all revolved around things that have little to no impact on the drivers of this market. What I see is this: - FCF and Operations financed CapEx spend fueling the greatest infrastructural development of my lifetime - Businesses across every industry staking their claim in the AI cloud - Jensen Huang providing the most bullish commentary on every earnings call as they continue to lay the foundation for all customers Until I see the technical signs of"  
[X Link](https://x.com/TannersTrades/status/1993056887407874335)  2025-11-24T20:39Z [----] followers, [----] engagements


"Ever heard the saying "look for the exits when you enter a building" The same concept applies in trading and specifically knowing exactly what kind of price action deems a sell or a stop loss. I just published an open full length piece on sell rules with annotated charts like the one below. Go check it out and enjoy this excerpt: "Sell rules vary for so many but to me people fall into one of two camps: - Rigid technical rules - Fluid feel based rules After years of trial and error I have found that neither one of these is conducive to success. This is not to say that it cant work but for my"  
[X Link](https://x.com/TannersTrades/status/1994504383300538817)  2025-11-28T20:31Z [----] followers, [----] engagements


"A number of months ago I published a full length piece about the space economy its components the groups within and who stands to gain from future government funding for the sector. Since then the read of a pullback through the fall and bounce into the winter has been correct. The public opinion shift on space has been swift in the last [--] years and its only accelerating. This economy is packed full of value and youll want to check it out"  
[X Link](https://x.com/anyuser/status/1998754608676503995)  2025-12-10T14:00Z [----] followers, [----] engagements


"One year ago I published my reiterated long thesis on $RKLB moving it from a swing to a long term holding. This was a tremendously profitable move with the holding reaching [--] bagger status within the portfolio. The thesis can be boiled down into a few key elements: - Charismatic management - Impactful developments in the pipeline - Adjacent access to a (privately held) industry titan SpaceX - Budding ecosystem outside of itself - Favorable administration for growth This is a bit of broken record commentary here but I want to make something clear about "adjacent access". What I mean isn't"  
[X Link](https://x.com/anyuser/status/2005664191709954317)  2025-12-29T15:36Z [----] followers, [----] engagements


"Every bus is the wrong bus if youre at the wrong station. Biggest trading takeaway from 2025"  
[X Link](https://x.com/anyuser/status/2006790326078619949)  2026-01-01T18:11Z [----] followers, [----] engagements


"As it was written POTUS will roll out a swath of deals and bills to protect the citizenry from heightened utilities bills. While it is no administrations fault electricity is a commodity like any other and its price stability is in peril amidst the humongous draw for AI and related technologies. My portfolio has been built around this thesis over the last few years and there are so many opportunities within it. Happy to see this urgent issue finally addressed at the administrative level. POTUS: I never want Americans to pay higher Electricity bills because of Data Centers. Therefore my"  
[X Link](https://x.com/anyuser/status/2010868049692541413)  2026-01-13T00:14Z [----] followers, [----] engagements


"How to Trade a Snow Storm Happy wintry Sunday to all This weeks article is a bit different from the usual weekend coverage and I hope you enjoy I will be covering the winter storm currently making its way across the US and http://x.com/i/article/2015516767800737792 http://x.com/i/article/2015516767800737792"  
[X Link](https://x.com/anyuser/status/2015517997377388879)  2026-01-25T20:11Z [----] followers, [----] engagements


"$AIRO good report at a glance: - drone theme ( $ONDS $AVAV $RCAT) - moderate dilution risk - 13-15 P/S - new ipo (basing) Seems like one to focus on if the expectation is drone theme is real and sales acceleration is probable. Only negative is no long term contracts"  
[X Link](https://x.com/TannersTrades/status/1955974561544942052)  2025-08-14T12:47Z [----] followers, [----] engagements


"$CLS Celestica TML Analysis: Since April $CLS has outperformed huge growers like $PLTR $GEV and $ALAB. View the fully annotated technical fundamental and broad market analysis on how CLS has grinded to a staggering 2500% in just over a year below:"  
[X Link](https://x.com/TannersTrades/status/1959659975258640867)  2025-08-24T16:52Z [----] followers, 17K engagements


"How do I trade Silver This is how: Spot ETFs $SLV $SIVR $PSLV Levered Spot ETFs $AGQ $SLVO Miners $PAAS $HL $AG $CDE Miner ETFs $SIL $SILJ Leveraged Miner ETFs $SHNY $DMSV Royalty Corps $WPM $FNV $RGLD Bullion: JM SD APMEX (You'll want to bookmark this for later)"  
[X Link](https://x.com/TannersTrades/status/1980334899816271976)  2025-10-20T18:06Z [----] followers, 26K engagements


"Trump finally steps in to support electricity production here are my thoughts about the most impacted groups: - Independent Power Producers - Equipment manufacturers - Hyperscalers The independent power producers such as $VST $TLN $NRG get the worst of the deal as they are responsible for producing the power and selling it to the grid (PJM). [--] year fixed contracts are not good for business as in the end the model of these IPPs is to be long electricity via production. Equipment suppliers get the best deal without touching the power markets risk. $GEV $CAT $VRT sit upstream of generation and"  
[X Link](https://x.com/anyuser/status/2012180472827138529)  2026-01-16T15:09Z [----] followers, [----] engagements


"Parabolic Trend Analysis: $DXCM DexCom experienced a 1400% run prior to Covid with the development and rollout of their G6 diabetes monitoring device. This run was aided by some small economic tailwinds as well as a technological advancement and strategic partnerships to maximize customer acquisition. The technicals were pure throughout with [--] large weekly base and breaks offering upside potential and one H&S on the way down with an underbelly retest to confirm. Really nice run solid growth. https://twitter.com/i/web/status/1901365780706640009"  
[X Link](https://x.com/TannersTrades/status/1901365780706640009)  2025-03-16T20:11Z [----] followers, [---] engagements


"Breaking down the electricity ecosystem once again: Quick video on: - Massive spread between expected US output and demand from AI - AI datacenter value chain ( $NVDA $SMCI $NBIS $CRWV) - Independent Power Producers ( $VST $GEV $CEG $NRG) - SMR Nuclear ( $OKLO $SMR $NNE)"  
[X Link](https://x.com/anyuser/status/1926089554198429852)  2025-05-24T01:35Z [----] followers, 16.5K engagements


"Chatter on $CRWV para short thesis is increasing way more than I saw on $MATR $RGC $SMCI Edge erosion is exactly this. Probably going to tread much more carefully until this perfectly follows last years analogs"  
[X Link](https://x.com/TannersTrades/status/1930090756384968746)  2025-06-04T02:34Z [----] followers, [----] engagements


"I still believe the power bottleneck to be the most important part of the modern technological revolution. Energy is the foundation of innovation and whichever country quenches AIs thirst for watts will command the cloud. US leaders must act to bring more power online and fast. The way I see it is as such: AI is going forward regardless. Companies will continue to spend and develop whether the infrastructure is there or not. This leads to two key issues: - competition with countries who do not have these power constraints - local citizenry footing massive bills for utilities These are both"  
[X Link](https://x.com/anyuser/status/1995205162970062876)  2025-11-30T18:55Z [----] followers, [----] engagements


"We call them trades positions vehicles but ultimately they are so much more. Randomly owning technical setups in a technology supercycle is a recipe to look back in a few years and wonder what the hell we were doing. The same goes for buying a fundamental sheet with no idea what revenue looks like in a few years on businesses with no track record. Hone in on the themes/sectors you understand. Identify the best businesses within said theme and find ways into the stocks via technicals. This blanket coverage gives access to the foundation of what makes a position. This is why I have put so much"  
[X Link](https://x.com/anyuser/status/1995873378700292269)  2025-12-02T15:11Z [----] followers, [----] engagements


"What is this un-American price action the day after Christmas"  
[X Link](https://x.com/anyuser/status/2004577183663280398)  2025-12-26T15:36Z [----] followers, [----] engagements


"Coverage from last year on domestic energy demand and the ways to play it. Worth looking at: Breaking down the electricity ecosystem once again: Quick video on: - Massive spread between expected US output and demand from AI - AI datacenter value chain ( $NVDA $SMCI $NBIS $CRWV) - Independent Power Producers ( $VST $GEV $CEG $NRG) - SMR Nuclear ( $OKLO $SMR $NNE) https://t.co/iyiHryPENp Breaking down the electricity ecosystem once again: Quick video on: - Massive spread between expected US output and demand from AI - AI datacenter value chain ( $NVDA $SMCI $NBIS $CRWV) - Independent Power"  
[X Link](https://x.com/anyuser/status/2010872791512322237)  2026-01-13T00:33Z [----] followers, [----] engagements


"Just got dinner with @PurpleDrink_LLC an dhe got up in the middle of ordering and yelled PRETZEL STICKS ARE $20 AND YOURE BEARISH Everyone applauded. Generational bull"  
[X Link](https://x.com/anyuser/status/2011635793778131277)  2026-01-15T03:05Z [----] followers, [----] engagements


"good week in market everyone posts their theme of choice and why its so good individually despite going up with everything slew of headlines shaking out the poors bottom because pullbacks are fake higher"  
[X Link](https://x.com/anyuser/status/2012970682326384934)  2026-01-18T19:29Z [----] followers, [----] engagements


"The Art of the Deal Last April we saw Trump deploy his effortlessly exciting Art of the Deal on the entire world and after careful analysis of his history in making deals this is how I view his playbook and how it may apply to his weekend antics: Step 1: Aim High Trump always initiates the deal with a monstrous ask or proposal as a means to establish that big goals lead to big results. He believes limiting oneself to what is realistic will always hamper the maximum outcomes. Step 2: Remain Likeable While Standing Tall Since most cannot comprehend step one Trumps strategy is often met with"  
[X Link](https://x.com/anyuser/status/2013386379393184040)  2026-01-19T23:01Z [----] followers, [----] engagements


"@marketplunger1 Happened to me with $OZON in [--] (Russian). Never had another on my book. Lost 2ish% overnight"  
[X Link](https://x.com/TannersTrades/status/1976747130426368218)  2025-10-10T20:30Z [----] followers, [----] 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)  2025-10-13T15:24Z [----] followers, 219.3K engagements

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