# ![@VenkatP1359 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1525457281059540993.png) @VenkatP1359 VenkatP

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

### Engagements: [-----] [#](/creator/twitter::1525457281059540993/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1525457281059540993/c:line/m:interactions.svg)

- [--] Week [---------] +55,943%
- [--] Month [---------] +9,743%
- [--] Months [---------] +1,133%
- [--] Year [---------] +662%

### Mentions: [--] [#](/creator/twitter::1525457281059540993/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1525457281059540993/c:line/m:posts_active.svg)

- [--] Week [--] +61%
- [--] Month [---] +9.10%
- [--] Months [---] +12%
- [--] Year [-----] -14%

### Followers: [-----] [#](/creator/twitter::1525457281059540993/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1525457281059540993/c:line/m:followers.svg)

- [--] Week [-----] +0.36%
- [--] Month [-----] no change
- [--] Months [-----] +19%
- [--] Year [-----] +65%

### CreatorRank: [---------] [#](/creator/twitter::1525457281059540993/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1525457281059540993/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  51% [finance](/list/finance)  39% [cryptocurrencies](/list/cryptocurrencies)  9% [exchanges](/list/exchanges)  #6271 [technology brands](/list/technology-brands)  6% [automotive brands](/list/automotive-brands)  3% [countries](/list/countries)  3% [currencies](/list/currencies)  1%

**Social topic influence**
[ai](/topic/ai) 11%, [$ttmi](/topic/$ttmi) 10%, [stocks](/topic/stocks) 10%, [nasdaq](/topic/nasdaq) #648, [$vrt](/topic/$vrt) #125, [$gpgi](/topic/$gpgi) #1, [$mu](/topic/$mu) #88, [$cmpo](/topic/$cmpo) 5%, [growth](/topic/growth) 5%, [beats by](/topic/beats-by) #131

**Top accounts mentioned or mentioned by**
[@martychargin](/creator/undefined) [@dennisc230](/creator/undefined) [@gbstocks](/creator/undefined) [@bpeeters22](/creator/undefined) [@gassiongreta](/creator/undefined) [@venu_7_](/creator/undefined) [@andyfanter](/creator/undefined) [@michaelbatnick](/creator/undefined) [@nfrosinha](/creator/undefined) [@1chartmaster](/creator/undefined) [@sawyermerritt](/creator/undefined) [@chung55](/creator/undefined) [@nickdrendel](/creator/undefined) [@stockmktnewz](/creator/undefined) [@keithbolognese](/creator/undefined) [@biancoresearch](/creator/undefined) [@jaywhitcraft](/creator/undefined) [@oliverkell](/creator/undefined) [@bluechipdaily](/creator/undefined) [@skyloomg](/creator/undefined)

**Top assets mentioned**
[TTM Technologies Inc (TTMI)](/topic/$ttmi) [Vertiv Holdings Co (VRT)](/topic/$vrt) [GPGI, Inc. (GPGI)](/topic/$gpgi) [Micron Technology, Inc. (MU)](/topic/$mu) [CompoSecure, Inc. (CMPO)](/topic/$cmpo) [Sterling Infrastructure, Inc. Common Stock (STRL)](/topic/$strl) [Howmet Aerospace Inc (HWM)](/topic/$hwm) [Coldstack (CLS)](/topic/$cls) [Dutch Bros, Inc. (BROS)](/topic/$bros) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Ciena Corporation (CIEN)](/topic/$cien) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Stacks (STX)](/topic/$stx) [Western Digital Corp (WDC)](/topic/$wdc) [AngloGold Ashanti Limited (AU)](/topic/$au) [American Healthcare REIT, Inc. (AHR)](/topic/$ahr) [Tesla, Inc. (TSLA)](/topic/$tsla) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [Sandisk Corporation (SNDK)](/topic/$sndk) [Orla Mining Ltd. (ORLA)](/topic/$orla) [Sanmina  Corp (SANM)](/topic/$sanm) [Honeywell International Inc (HON)](/topic/honeywell) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [Amneal Pharmaceuticals, Inc. Class A Common Stock (AMRX)](/topic/$amrx) [Teradyne, Inc. (TER)](/topic/$ter) [Cencora, Inc. (COR)](/topic/$cor) [AbbVie Inc (ABBV)](/topic/$abbv) [Eli Lilly and Company (LLY)](/topic/$lly) [Powell Industries Inc (POWL)](/topic/$powl) [Quanta Services Inc (PWR)](/topic/$pwr) [Heima (HEI)](/topic/$hei) [Coherent Inc (COHR)](/topic/$cohr) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Love the chart $VRT $VRT . Vertiv beats by $0.07 reports revs in-line; guides Q1 EPS above consensus revs in-line; guides FY26 EPS above consensus revs above consensus (199.62) Reports Q4 (Dec) earnings of $1.36 per share excluding non-recurring items $0.07 better than the FactSet Consensus https://t.co/fP1SQHQ9cB $VRT . Vertiv beats by $0.07 reports revs in-line; guides Q1 EPS above consensus revs in-line; guides FY26 EPS above consensus revs above consensus (199.62) Reports Q4 (Dec) earnings of $1.36 per share excluding non-recurring items $0.07 better than the FactSet Consensus"  
[X Link](https://x.com/anyuser/status/2021566861905723559)  2026-02-11T12:47Z [----] followers, [---] engagements


"BARRONS REVIEW 2/12/26 Another Rally Lost By Megan Leonhardt Here We Go Again. The market keeps serving up head fakes. After starting the day on a positive note once again all three indexes ended the day in the red. The Dow Jones Industrial Average fell [---] points or 1.3%. The S&P [---] dropped 1.6% and the Nasdaq Composite sank 2.0%. The latest poor performance puts all the major averages on track for weekly declines of more than 1%. This is becoming a pattern Steve Sosnick chief strategist of Interactive Brokers told my colleague Connor Smith. The U.S. market opens higher thanks to gains from"  
[X Link](https://x.com/VenkatP1359/status/2022146208467222807)  2026-02-13T03:10Z [----] followers, [---] engagements


"If CPI surprises wait for DJT Friday 🌮"  
[X Link](https://x.com/VenkatP1359/status/2022146400474276149)  2026-02-13T03:10Z [----] followers, [--] engagements


"@michaelbatnick A violent sorting mechanism inside an ongoing bull market very different situation This is not a sell everything signal. Its a be extremely selective signal. Its a market for owning the bottlenecks"  
[X Link](https://x.com/VenkatP1359/status/2022149021155176680)  2026-02-13T03:21Z [----] followers, [----] engagements


"Why $CMPO (soon $GPGI) went up The stock didnt move on hype. It moved because the story finally became coherent and the market re-underwrote it in real time. First the company changed what it is. This was not a cosmetic rebrand. With the Husky transaction completed management explicitly repositioned the business from a single operating company into a permanent-capital platform called GPGI (Great Positions in Good Industries). CompoSecure and Husky are no longer divisions competing for capital. They are now two independent reporting segments operating inside a compounder structure designed to"  
[X Link](https://x.com/VenkatP1359/status/2012040509842178541)  2026-01-16T05:53Z [----] followers, [---] engagements


"A new name $GPGI $CMPO ➜ $GPGI (Great Positions in Good Industries) wasnt just a rebrand it was a reset. It marked the shift from a single operating company to a permanent-capital platform designed to own and compound high-quality businesses over time by Dave Cote Graham Robinson a seasoned industrial operator with decades of experience across Honeywell Stanley Black & Decker and Carlyle was appointed CEO of CompoSecure (a reporting segment) not the entire GPGI platform and thats intentional. Dave Cote is rebuilding layer by layer: fix execution where cash is generated prove results then"  
[X Link](https://x.com/VenkatP1359/status/2015095149706060275)  2026-01-24T16:11Z [----] followers, [---] engagements


"$TTMI $AHR became core positions for a reason $TTMI $BROS . S&P SmallCap [---] constituent TTM Technologies (TTMI) will replace Civitas Resources Inc. (CIVI) in the S&P MidCap [---] and Amneal Pharmaceuticals Inc. (AMRX) will replace TTM Technologies in the S&P SmallCap [---] effective prior to the opening of trading on Friday $TTMI $BROS . S&P SmallCap [---] constituent TTM Technologies (TTMI) will replace Civitas Resources Inc. (CIVI) in the S&P MidCap [---] and Amneal Pharmaceuticals Inc. (AMRX) will replace TTM Technologies in the S&P SmallCap [---] effective prior to the opening of trading on Friday"  
[X Link](https://x.com/VenkatP1359/status/2016283154403717124)  2026-01-27T22:52Z [----] followers, [---] engagements


"Increased exposure here as my early entry in 60s Why now its been re rated recently plus added to s&p midcap yesterday they got a huge multi year contract with Raytheon $TTMI $TTMI . This stock rallied up to $100 this morning. and then. Mutomobo shows up😂🤣📉. https://t.co/1kPPWDUmv6 $TTMI . This stock rallied up to $100 this morning. and then. Mutomobo shows up😂🤣📉. https://t.co/1kPPWDUmv6"  
[X Link](https://x.com/VenkatP1359/status/2016951164361703784)  2026-01-29T19:06Z [----] followers, [---] engagements


"Its LEGIT BLOWOUT Marty as EPS & Revenue = annihilated expectations Q4 EPS $1.80 vs $1.38 +$0.42 is massive for TER. Revenue $1.08B vs $0.98B strong volume not pricing gimmicks with +44% YoY revenue growth = cycle is clearly on Guidance is the real NUKE Q1 EPS guide $1.892.25 vs $1.29 consensus Q1 revenue $1.151.25B vs $939M consensus This is how a stock gets re rated $TER $TER . blowout. Teradyne beats by $0.42 beats on revs; guides Q1 EPS above consensus revs above consensus(249.53+8.48) Reports Q4 (Dec) earnings of $1.80 per share excluding non-recurring items $0.42 better than the FactSet"  
[X Link](https://x.com/VenkatP1359/status/2018460450065645923)  2026-02-02T23:04Z [----] followers, [---] engagements


"@MartyChargin $SIMO $COR $ABBV $LLY Four nice charts with good ER and outlooks TY Not buying given the shaky market"  
[X Link](https://x.com/VenkatP1359/status/2019035024683929932)  2026-02-04T13:07Z [----] followers, [---] engagements


"$TTMI Theme: AI + Defense Infrastructure Electronics / PCBs They already preannounced their growth last month resulting in a monstrous move so far Role in my portfolio: Stability leader inside a high-volatility AI year $TTMI . Q4 [----] Earnings Call Guidance Q1 [----] net sales: projected range of $770M to $810M. Q1 [----] non-GAAP EPS: projected range of $0.64 to $0.70 per diluted share. FY [----] total net sales: expected to increase in the range of 15% to 20% over [----] total net sales. Q1 [----] https://t.co/H1I4hjT0kP $TTMI . Q4 [----] Earnings Call Guidance Q1 [----] net sales: projected range of"  
[X Link](https://x.com/VenkatP1359/status/2019182168203735155)  2026-02-04T22:51Z [----] followers, [---] engagements


"Fundamentals this is where $TTMI quietly shines- Growth + visibility (rare combo) FY26 revenue growth 1520% Management explicitly guiding [--] years out Earnings doubling [----] [----] Thats not normal guidance thats confidence. End-market mix = quality demand Aerospace & Defense: 42% Sticky long-cycle margin-stable Data center + networking: 27% AI infra exposure without hyperscaler capex whiplash Auto only 8% good (less cyclicality) This is PCB exposure without junk exposure a must own small-midcap juggernaut https://twitter.com/i/web/status/2019182887707505122"  
[X Link](https://x.com/VenkatP1359/status/2019182887707505122)  2026-02-04T22:54Z [----] followers, [---] engagements


"BARRONS REVIEW 2/6/2026 Review & Preview: 🎉50000 Sighs of Relief🎊 By Alex Eule Special Edition: Dow 50K. A painful week for markets ended with a wave of optimism. The Dow Jones Industrial Average rallied [----] points on the day bursting through [-----] for the first time ever. The milestone is particularly symbolic after a week in which tech stocks wobbled over AI fears and put the whole market at risk. A broad mix of Dow stocks came to the rescue on Friday including Nvidia (+7.8%) Caterpillar (+7.1%) 3M (+4.6%) Amgen(+4.5%) and Goldman Sachs (+4.3%). The tech-heavy Nasdaq Composite snapped"  
[X Link](https://x.com/VenkatP1359/status/2020107191139623125)  2026-02-07T12:07Z [----] followers, [--] engagements


"I call this a statement candle $LITE $LITE 🫡 Have a great weekend. 🎣 https://t.co/8B3iHrvQFX $LITE 🫡 Have a great weekend. 🎣 https://t.co/8B3iHrvQFX"  
[X Link](https://x.com/VenkatP1359/status/2020125083730121147)  2026-02-07T13:18Z [----] followers, [---] engagements


"$CIEN is no longer a telecom cycle stock its an AI infrastructure utility just been added to sp500 last week"  
[X Link](https://x.com/VenkatP1359/status/2020359174874452114)  2026-02-08T04:48Z [----] followers, [---] engagements


"@gbstocks @bpeeters22 Sometimes boring businesses are the best as an investor the above align with long term winners like $FIX $STRL $PWR $POWL BTW excellent charts TY"  
[X Link](https://x.com/VenkatP1359/status/2020506503938248978)  2026-02-08T14:34Z [----] followers, [---] engagements


"@nfrosinha @1ChartMaster Never missed NVDA with being in $FIX $STRL"  
[X Link](https://x.com/VenkatP1359/status/2021134336355860635)  2026-02-10T08:09Z [----] followers, [--] engagements


"@SawyerMerritt Soon $TSLA will be a toast"  
[X Link](https://x.com/VenkatP1359/status/2021546401126326556)  2026-02-11T11:26Z [----] followers, [--] engagements


"@MartyChargin @chung55 This is the best guidance they have given in contrast to their conservative calls & service is growing that makes the stock valuation kind of safer"  
[X Link](https://x.com/VenkatP1359/status/2021697243825283543)  2026-02-11T21:25Z [----] followers, [--] engagements


"Calling on the father of $VRT on FinX You brought this to the timeline at $15 when nobody cared & framed it as the AI heating & cooling backbone before AI infra became consensus. I asked questions in the teens. You said conviction was high & explained your thesis for it to be a 10x bagger Today it opens at $233 after earnings and doesnt pull back 👈never ever did thst before Never seen that kind of post-ER strength from VRT before. Thats what early thesis & patience looks like stay with your winners 🏎 Respect Dennis 🙏 https://twitter.com/i/web/status/2021701725720133816"  
[X Link](https://x.com/VenkatP1359/status/2021701725720133816)  2026-02-11T21:43Z [----] followers, [---] engagements


"@dennisc230 I hope your $GPGI will grow like your fav baby $VRT🍀"  
[X Link](https://x.com/VenkatP1359/status/2021702721426874374)  2026-02-11T21:47Z [----] followers, [---] engagements


"@gbstocks $VRT didnt pullback after its opening near $133 real strength as outlook was far beyond expectations and service side of revenue growing nicely"  
[X Link](https://x.com/VenkatP1359/status/2021707545996415344)  2026-02-11T22:06Z [----] followers, [---] engagements


"Yes $ASX bigger and advanced BUT one cannot fab in Arizona and then ship everything back to Asia for sensitive packaging if AI/defense compute is involved. Advanced packaging is becoming strategic. Intc is not a king any more but its moving better than AMD so I favor $AMKR over $ASX Chip act and seismic shift to have semi industry to Arizona and USA plus Apple has a deal with AMKR Stock just got re rated with ER plus no geopolitical risk with $AMKR next few years this will outdo ASX imo https://twitter.com/i/web/status/2021752336805212192 https://twitter.com/i/web/status/2021752336805212192"  
[X Link](https://x.com/VenkatP1359/status/2021752336805212192)  2026-02-12T01:04Z [----] followers, [---] engagements


"I like $ASX as a solid compounder with deep value & $AMKR high beta run just began with some execution risks (If TSM is a USA based company it would have been at least [--] [---] Trillion dollar company Just trying to explain why I prefer a USA based company than a company in Taiwan in same industry/sector Also Samsung would have been as valuable) Companies when they move their headquarters to USA stock price appreciation seen for several reasons https://twitter.com/i/web/status/2021766916461810066 https://twitter.com/i/web/status/2021766916461810066"  
[X Link](https://x.com/VenkatP1359/status/2021766916461810066)  2026-02-12T02:02Z [----] followers, [---] engagements


"Thats one of the best slope of ascent in a large cap category and in aerospace this is the #1 based on long term chart (my focus is slope of ascent) next best $HEI I own $HWM not HEI Next few days its going to cross [---] Billion market cap never imagined 🤷♂ Thanks 🙏 for the chart Marty https://twitter.com/i/web/status/2022004881683304874 https://twitter.com/i/web/status/2022004881683304874"  
[X Link](https://x.com/VenkatP1359/status/2022004881683304874)  2026-02-12T17:48Z [----] followers, [--] engagements


"I call this my Vertiv [---] version $GPGI $GPGI This chart is looking more and more constructive. With the recent CEO change has become my top long term story. I have a position but would love to add. https://t.co/Sy8rufWETQ $GPGI This chart is looking more and more constructive. With the recent CEO change has become my top long term story. I have a position but would love to add. https://t.co/Sy8rufWETQ"  
[X Link](https://x.com/VenkatP1359/status/2022368016126669184)  2026-02-13T17:51Z [----] followers, [---] engagements


"Why I I rocketed today $TTMI I didnt move on hype. I moved because my business just got re-rated. Management told the street theyre targeting 1520% revenue growth for the next [--] years powered by data center computing + defense demand into [----]. Thats not a one-quarter story & thats durability. Analysts caught on. PT raised from $79 $105. Buy reiterated. I didnt explode through $100 because real leaders dont. I paused absorbed supply and went into ballast mode & institutions rotating in weak hands rotating out. This wasnt an earnings-power breakout. It was the market saying: You deserve a"  
[X Link](https://x.com/VenkatP1359/status/2011254505892167959)  2026-01-14T01:50Z [----] followers, [----] engagements


"Soon the #1 group Marty $CIEN $LITE $COHR $AAOI $VIAV #2 TELECOM FIBER OPTICS The telecom fiber optics industry group is the second best performing group in [----]. This group has advanced 34% year to date. Lumentum Holdings (LITE) and Viavi Solutions (VIAV) are the top performing stocks in this industry group and have https://t.co/WW1vuh10jl #2 TELECOM FIBER OPTICS The telecom fiber optics industry group is the second best performing group in [----]. This group has advanced 34% year to date. Lumentum Holdings (LITE) and Viavi Solutions (VIAV) are the top performing stocks in this industry group"  
[X Link](https://x.com/VenkatP1359/status/2020939024576524408)  2026-02-09T19:13Z [----] followers, [---] engagements


"$EWY hottest ETF in the universe What is happening in the South Korean equity market Korean equity funds attracted a record +$5.2 billion in inflows last week. This follows +$3.5 billion the week before and +$1.7 billion [--] weeks prior. As a result the 4-week moving average of inflows jumped to a record https://t.co/Ss5F2HhafL What is happening in the South Korean equity market Korean equity funds attracted a record +$5.2 billion in inflows last week. This follows +$3.5 billion the week before and +$1.7 billion [--] weeks prior. As a result the 4-week moving average of inflows jumped to a record"  
[X Link](https://x.com/VenkatP1359/status/2022445429065998493)  2026-02-13T22:59Z [----] followers, [---] engagements


"Micron [----] SSD the world's first PCIe Gen6 SSD reaches a new shipping milestone Micron Technology Inc. $MU https://www.micron.com/about/blog/storage/ssd/micron-9650-ssd-the-worlds-first-pcie-gen6-ssd-reaches-a-new-shipping-milestone https://www.micron.com/about/blog/storage/ssd/micron-9650-ssd-the-worlds-first-pcie-gen6-ssd-reaches-a-new-shipping-milestone"  
[X Link](https://x.com/VenkatP1359/status/2022477309912240404)  2026-02-14T01:05Z [----] followers, [----] engagements


"BARRONS REVIEW 2/10/26 Consumers Show Strain By Sabrina Escobar So Close. For a minute there it looked like the S&P [---] would set its first record of the month. And then it didnt. The market benchmark fell 0.3% on Tuesday failing to break through its Jan. [--] closing high. The Nasdaq Composite dropped 0.6%. The Dow Jones Industrial Average however did hit a new high. The Dow gained 0.1% on Tuesday notching its third record close in a row and the seventh this year. Just last week the blue-chip index crossed the [-----] mark for the first time ever. Solid returns for Dow components like Goldman"  
[X Link](https://x.com/VenkatP1359/status/2021430358311354623)  2026-02-11T03:45Z [----] followers, [---] engagements


"From $18.36 to AI Infrastructure Leader My $VRT Conviction Pays Off Thanks to @dennisc230 🍀$VRT just dropped a monster Q4 + FY26 guide:🍀 Q4 sales $2.88B +23% (organic +19%) Organic orders +252% YoY; book-to-bill 2.9x Backlog $15.0B (+109% YoY) Adj op margin 23.2% (+170 bps) Q4 adj FCF $910M (+151%) / net leverage 0.5x FY26 outlook: Sales $13.2513.75B (organic +2729%) Adj EPS $5.976.07 (43% growth at midpoint) Adj FCF $2.12.3B AI data center demand still accelerating and VRT has record visibility. https://twitter.com/i/web/status/2021545548163973170"  
[X Link](https://x.com/VenkatP1359/status/2021545548163973170)  2026-02-11T11:23Z [----] followers, [---] engagements


"Thats how they shake weak hands $MU $STX $SNDK $WDC $MU . Micron responds to "inaccurate reporting" on HBM at Wolfe conference (373.25) The company has been in high-volume production on HBM4. The company has commenced shipments to customers. The company sold out its calendar year [----] HBM supply. HBM yield is on track. https://t.co/pIWOqOwgM1 $MU . Micron responds to "inaccurate reporting" on HBM at Wolfe conference (373.25) The company has been in high-volume production on HBM4. The company has commenced shipments to customers. The company sold out its calendar year [----] HBM supply. HBM"  
[X Link](https://x.com/VenkatP1359/status/2021643749789429864)  2026-02-11T17:53Z [----] followers, [---] engagements


"One of the best and easiest to hold for long term in NASDAQ is $HWM $HWM . Howmet Aerospace beats by $0.08 beats on revs; guides Q1 EPS above consensus revs above consensus; guides FY26 EPS in-line revs in-line; increases dividend by 20% (230.85) Reports Q4 (Dec) earnings of $1.05 per share excluding non-recurring items $0.08 better than https://t.co/6CdPHXwdnm $HWM . Howmet Aerospace beats by $0.08 beats on revs; guides Q1 EPS above consensus revs above consensus; guides FY26 EPS in-line revs in-line; increases dividend by 20% (230.85) Reports Q4 (Dec) earnings of $1.05 per share excluding"  
[X Link](https://x.com/VenkatP1359/status/2021936722263855353)  2026-02-12T13:17Z [----] followers, [---] engagements


"700% return in [--] yrs and almost 80% in [--] year what a compounder $HWM"  
[X Link](https://x.com/anyuser/status/2021939427094761907)  2026-02-12T13:28Z [----] followers, [--] engagements


"Who needs TQQQ even tactically until you meet Howmet $HWM 🚀 @VenkatP1359 $HWM . Yo Venkat . If ya wanna own a defense stock. you could do worse than Howmet. look at that weekly chart. https://t.co/rGeslIVFD6 @VenkatP1359 $HWM . Yo Venkat . If ya wanna own a defense stock. you could do worse than Howmet. look at that weekly chart. https://t.co/rGeslIVFD6"  
[X Link](https://x.com/VenkatP1359/status/2021941655759466969)  2026-02-12T13:37Z [----] followers, [---] engagements


"I say a must read ☝"  
[X Link](https://x.com/VenkatP1359/status/2022477679380041751)  2026-02-14T01:07Z [----] followers, [---] engagements


"$IBKR Interactive Brokers Tops Earnings Views Shares Trade Near Entry Investor's Business Daily https://www.investors.com/news/interactive-brokers-q4-2025-earnings-ibkr-stock-base-crypto-prediction/ https://www.investors.com/news/interactive-brokers-q4-2025-earnings-ibkr-stock-base-crypto-prediction/"  
[X Link](https://x.com/VenkatP1359/status/2013742812420862329)  2026-01-20T22:37Z [----] followers, [---] engagements


"Donald Trump's Davos Speech: When Is It and How to Watch - Newsweek Wednesday Premarket [----] am to [----] am EST https://www.newsweek.com/trump-davos-speech-january-2026-11384955 https://www.newsweek.com/trump-davos-speech-january-2026-11384955"  
[X Link](https://x.com/VenkatP1359/status/2013809363723358698)  2026-01-21T03:02Z [----] followers, [---] engagements


"@NickDrendel Thanks Nick for the Halloween chart & hope you will bring a Thanksgiving chart soon 😂"  
[X Link](https://x.com/VenkatP1359/status/2013816395130102116)  2026-01-21T03:30Z [----] followers, [--] engagements


"Market calendar update: Yesterday = Halloween 🎃 Next few days Thanksgiving 🦃 (some green on the table) Christmas 🎄 depends on DJT or he brings Halloween back again. Forget Fed Powell. DJT creates the problem today fixes it tomorrow. Markets do rock-n-roll. End result We all lose our clothes 😜 https://twitter.com/i/web/status/2014100871177494529 https://twitter.com/i/web/status/2014100871177494529"  
[X Link](https://x.com/VenkatP1359/status/2014100871177494529)  2026-01-21T22:20Z [----] followers, [---] engagements


"@StockMKTNewz He cant buy the time Foolish on him to quote only regret"  
[X Link](https://x.com/VenkatP1359/status/2014102670663909731)  2026-01-21T22:27Z [----] followers, [---] engagements


"BARRONS REVIEW 1/21/2026 🍀Greenland Rally🍀 By Megan Leonhardt Liftoff. Greenland giveth and Greenland taketh away. A day after stocks fell sharply on worries about international strife tied to the Danish territory they rallied Wednesday amid notes of de-escalation. President Donald Trump arrived at the World Economic Forum in Davos-Klosters Switzerland on Wednesday with a softer approach in his bid to take control of Greenland. Trump told the crowd that he wont use force to take Greenland a vow that calmed investors jitters and provided markets with a much-needed boost. Later in the day he"  
[X Link](https://x.com/VenkatP1359/status/2014173964063400192)  2026-01-22T03:11Z [----] followers, [---] engagements


"A NEW FED CHAIR HAS A HISTORY OF CANCELING THE SECOND-YEAR PRESIDENTIAL CURSE Everyone knows the second year of a U.S. presidential term has historically been the weakest for equities. Since the 1960s the S&P 500s average return in Year [--] has been around -1% to flat compared with double-digit gains in other years of the cycle. Thats why markets often enter these years cautious and defensive. Whats less discussed: when a new Fed Chair takes office during that second year equity outcomes have been very different. Looking back over the last [--] decades those specific years have delivered average"  
[X Link](https://x.com/VenkatP1359/status/2014754476108718173)  2026-01-23T17:37Z [----] followers, [---] engagements


"All 2nd-year presidential cycle years (19622022) using S&P [---] total return by calendar year: 1962: -8.73% 1966: -10.06% 1970: +4.01% 1978: +6.56% 1982: +21.55% 1990: -3.10% 1994: +1.32% 2002: -22.10% 2010: +15.06% 2018: -4.38% 2022: -18.11% Average 2nd-year return: -1.63% Small ugly and volatile -exactly why Year [--] has earned its reputation. https://twitter.com/i/web/status/2014756093918900350 https://twitter.com/i/web/status/2014756093918900350"  
[X Link](https://x.com/VenkatP1359/status/2014756093918900350)  2026-01-23T17:44Z [----] followers, [--] engagements


"Now look at 2nd-year cycles WITH a new Fed Chair: [----] (Nixon yr 2) Arthur Burns: +4.01% [----] (Carter yr 2) G. William Miller: +6.56% [----] (GWB yr 2) Ben Bernanke: +15.79% [----] (Obama yr 2) Janet Yellen: +13.69% [----] (Trump yr 2) Jerome Powell: -4.38% Average return: +7.13%🍀 Not a rule- but a pattern worth respecting when Fed leadership changes.👌🏿 https://twitter.com/i/web/status/2014756279902757111 https://twitter.com/i/web/status/2014756279902757111"  
[X Link](https://x.com/VenkatP1359/status/2014756279902757111)  2026-01-23T17:45Z [----] followers, [---] engagements


"@KeithBolognese @biancoresearch If Bessent is picked up as Fed Pres the market will skyrocket"  
[X Link](https://x.com/VenkatP1359/status/2015292143057633384)  2026-01-25T05:14Z [----] followers, [--] engagements


"It wont happen overnight it might take couple of years BUT look at the big gaps on left side they need to be filled and volume profiles will help you too. Quarterly earnings calls will guide us it may not go back to $147 but often LTLs will take out previous highs My goal is to out do SPY QQQ & by selecting stage [--] leaders with good fundamentals. We are all learning and sharing ideas https://twitter.com/i/web/status/2015857020130275634 https://twitter.com/i/web/status/2015857020130275634"  
[X Link](https://x.com/VenkatP1359/status/2015857020130275634)  2026-01-26T18:39Z [----] followers, [--] engagements


"BARRONS REVIEW 1/26/26 S&P [----]. The S&P [---] is back in striking distance of the [----] mark. The market benchmark gained 0.5% Monday to [----] for its fourth straight positive session. Its the indexs fourth-highest close on record. The Dow Jones Industrial Average rose [---] points or 0.6%. Its up to [-----] and nearing its own milestone. The Nasdaq Composite gained 0.4% to move within 1.5% of its Oct. [--] closing high. Stocks shrugged off premarket struggles in the wake of heightened tariff and government shutdown worries after President Donald Trump threatened 100% tariffs on Canada and another"  
[X Link](https://x.com/VenkatP1359/status/2015982714520797507)  2026-01-27T02:58Z [----] followers, [---] engagements


"@MartyChargin One of the key stocks for the sp500 to go on to 7000s 🍀👍"  
[X Link](https://x.com/VenkatP1359/status/2016140555026149469)  2026-01-27T13:25Z [----] followers, [--] engagements


"@jaywhitcraft @OliverKell_ @bluechipdaily This bull market is running on AI revolution theme related sticks is the main reason for narrow breadth with few other non tech small players getting lot of appreciation. Better to play offense and defense based on your watch list than the NASI TRIN BPI etc in my opinion"  
[X Link](https://x.com/VenkatP1359/status/1868382389753290852)  2024-12-15T19:47Z [----] followers, [---] engagements


"@dennisc230 $BROS Deserves detailed technical analysis @dennisc230"  
[X Link](https://x.com/VenkatP1359/status/1921603917307166829)  2025-05-11T16:30Z [----] followers, [---] engagements


"$BROS Dutch Bros Inc. 🍀Stage [--] confirmed breakout from double-bottom base with conviction. 🍀RS Rating: [--] elite leadership 🍀Power of [--] in effect: 10/21/50 MAs stacked bullish 🍀Price cleared AVWAP from March high 🍀Volume improving strong weekly candle forming 🍀Next level: challenge $76 zone (prior breakdown level) Cult brand + technical perfection = whats brewing next ☕ https://twitter.com/i/web/status/1922724935333708155 https://twitter.com/i/web/status/1922724935333708155"  
[X Link](https://x.com/VenkatP1359/status/1922724935333708155)  2025-05-14T18:45Z [----] followers, [---] engagements


"@MartyChargin Whats your best silver pick Marty"  
[X Link](https://x.com/VenkatP1359/status/2010771676020040023)  2026-01-12T17:51Z [----] followers, [--] engagements


"$TTMI Yesterday fireside chat company announced We will grow 1520% topline annually and we will double our earnings from [--] to [--]. This is a re-rating statement not just guidance. 🍀1520% topline for a PCB / defense + DC supplier is well above historical expectations 🍀Earnings doubling over [--] years implies:Margin expansion with Mix shift (higher-value boards defense DC AI infra) 🍀Utilization improving $TTMI is my Amphenol with high torque play hope it can become a core compounder $TTMI . Whats in the Box . Certainly not TTMI. errr. TTM Technologies. is that Too Much Information"  
[X Link](https://x.com/VenkatP1359/status/2011430294650310786)  2026-01-14T13:28Z [----] followers, [---] engagements


"@MartyChargin $IREN (you wont believe but your video made me buy it at $10 man 😜) $APH along with $TTMI"  
[X Link](https://x.com/VenkatP1359/status/2012518915574780194)  2026-01-17T13:34Z [----] followers, [---] engagements


"@MartyChargin I have to thank you Marty for this on $ORLA with breakdown. That details made the difference execution matters. Instead of adding $AU I opted for $ORLA its doubled the performance last week as I felt its rerated based on the fundamentals Thanks for the golden charts"  
[X Link](https://x.com/VenkatP1359/status/2015849401097355575)  2026-01-26T18:08Z [----] followers, [--] engagements


"Power of [--] $CLS SMA [--] $310 SMA [--] $305 SMA50 $309 ER tomorrow play wisely Celestica ($CLS) sizzles with 433% surge trading at $308.25 with massive 2.6M volume today Heating Up: Celestica Symbol: $CLS Price: [------] Volume: [-------] % Up: 433% https://t.co/YxLIpAKZfq Celestica ($CLS) sizzles with 433% surge trading at $308.25 with massive 2.6M volume today Heating Up: Celestica Symbol: $CLS Price: [------] Volume: [-------] % Up: 433% https://t.co/YxLIpAKZfq"  
[X Link](https://x.com/VenkatP1359/status/2016179733461876768)  2026-01-27T16:01Z [----] followers, [---] engagements


"$STX has quietly transitioned from cyclical HDD dinosaur to AI infrastructure margin compounder Thats why the market is re-rating it despite already being big $STX . Seagate Tech beats by $0.28 beats on revs; guides Q3 EPS above consensus revs above consensus (371.76 +13.47) Reports Q2 (Dec) earnings of $3.11 per share excluding non-recurring items $0.28 better than the FactSet Consensus of $2.83; revenues rose 21.5% year/year to https://t.co/LhhTRI1EQI $STX . Seagate Tech beats by $0.28 beats on revs; guides Q3 EPS above consensus revs above consensus (371.76 +13.47) Reports Q2 (Dec)"  
[X Link](https://x.com/VenkatP1359/status/2016260495531991332)  2026-01-27T21:22Z [----] followers, [---] engagements


"BARRONS REVIEW 1/27/2026 Waiting Game. The latest mixed batch of earnings left investors feeling good enough about stocks to send the S&P [---] to a record close👈 The large-cap index rose 0.4% for its fifth straight gain. The tech-heavy Nasdaq Composite rose 0.9% putting it near its own record level. The Dow Jones Industrial Average however fell [---] points or 0.8%. It was mostly dragged down by UnitedHealth Group which had a dismal quarterly earnings release. It wasnt helped by news that the Trump administration intends to keep Medicare Advantage rates fairly flat in [----]. Investors seem to be"  
[X Link](https://x.com/VenkatP1359/status/2016376661155905851)  2026-01-28T05:03Z [----] followers, [--] engagements


"A fund halting because it cannot get silver is a structural signal not noise. Paper promises dont matter if the metal isnt there.This is the kind of signal you wait for years or decades to see. Silver Monetary metal with industrial leverage Gold is Pure monetary Best to call Silver Industrial Gold Good luck trading in either direction Per Bloomberg China's only pure play silver fund halted trading Wednesday because the heavy buying was driving the premium up so high that it exceeded the silver assets in the fund. UBS SDIC Silver Futures Fund LOF The fund's premium over silver assets was 36%."  
[X Link](https://x.com/VenkatP1359/status/2016378760434508174)  2026-01-28T05:12Z [----] followers, [---] engagements


"$IONQ is deliberately building a full-stack government-grade quantum platformfrom trapped-ion compute to secure optical networking (Skyloom) and trusted domestic fabrication (SKYT) positioning itself as the long-term infrastructure provider for quantum computing Today IonQ completed the acquisition of @SkyloomG a strategic step forward in our quantum networking roadmap and mission to build the quantum internet. Read more: https://t.co/o2ya87v2e3 #QuantumComputing #QuantumNetworking #SpaceTech Today IonQ completed the acquisition of @SkyloomG a strategic step forward in our quantum networking"  
[X Link](https://x.com/VenkatP1359/status/2016584490697543698)  2026-01-28T18:49Z [----] followers, [---] engagements


"What Powell says now doesnt move markets anymore its who shadows him as the next Fed Chair and the policy path they signal that will drive the next major market moves IMO The next Fed pick is the 🗝 Fed holds key interest rate steady as economic view improves https://www.cnbc.com/2026/01/28/fed-rate-decision-january-2026.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard https://www.cnbc.com/2026/01/28/fed-rate-decision-january-2026.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard"  
[X Link](https://x.com/VenkatP1359/status/2016595778253303819)  2026-01-28T19:34Z [----] followers, [---] engagements


"BARRONS REVIEW 1/28/26 The Fed Stays Put By Sabrina Escobar Mr. Independent. While the first FOMC meeting of [----] dredged up several juicy nuggets for Federal Reserve watchers to pore over it didnt do much for stocks. All three indexes ended the day basically flat. The Dow Jones Industrial Average rose just [--] points the S&P [---] was essentially unchanged and the Nasdaq Composite rose 0.2% ahead of Big Tech earnings (more on that later). The central bank decided to hold interest rates steady after wrapping up its January policy meeting on Wednesdaylargely in line with what economists expected"  
[X Link](https://x.com/VenkatP1359/status/2016695502885073393)  2026-01-29T02:10Z [----] followers, [---] engagements


"@Chartfest1 Agree but its really a Mag-4. $MU $WDC $SNDK $STX"  
[X Link](https://x.com/VenkatP1359/status/2016733147392602314)  2026-01-29T04:40Z [----] followers, [---] engagements


"The only stock I am holding 10% in portfolio $MU $MU 10EMA perfection. Just trending up stress free. https://t.co/dMxF3vqwIa $MU 10EMA perfection. Just trending up stress free. https://t.co/dMxF3vqwIa"  
[X Link](https://x.com/VenkatP1359/status/2016855936007057583)  2026-01-29T12:48Z [----] followers, [---] engagements


"@MartyChargin Very interested it needs your blessing over the weekend $DECK"  
[X Link](https://x.com/VenkatP1359/status/2016984820274852095)  2026-01-29T21:20Z [----] followers, [---] engagements


"BARRONS REVIEW 1/29/26 Review & Preview: Finally a Fed Chair By Alex Eule Fed Chair Kevin Warsh A busy week continued apace on Thursday with investors spending the trading session digesting the first set of Big Tech earnings results from Meta Platforms Microsoft and Tesla. Just as that session ended Apple offered more earnings drama. If that werent enough late this evening the Senate and White House came to a spending agreement seemingly ending the threat of another government shutdown. And a few minutes after that news President Donald Trump said he would announce his new pick to chair the"  
[X Link](https://x.com/VenkatP1359/status/2017101186432667818)  2026-01-30T05:02Z [----] followers, [---] engagements


"Trump nominates Kevin Warsh for Federal Reserve chair to succeed Jerome Powell @CNBC https://www.cnbc.com/2026/01/30/trump-nominates-kevin-warsh-for-federal-reserve-chair-to-succeed-jerome-powell.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2026/01/30/trump-nominates-kevin-warsh-for-federal-reserve-chair-to-succeed-jerome-powell.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"  
[X Link](https://x.com/VenkatP1359/status/2017214600589046077)  2026-01-30T12:33Z [----] followers, [--] engagements


"@MartyChargin Marty special request can you go over your ideas naming of new Fed Pres who will take his position in May [--] how you position in your weekend video especially precious metals and growth stocks with Kevin Warsh coming on 🙏"  
[X Link](https://x.com/VenkatP1359/status/2017225372861857962)  2026-01-30T13:16Z [----] followers, [--] engagements


"Self awareness Just had one of the best months in my investing journey BUT also gave up close to 20% gains in two days. Thats the reality no matter how A plus grade stocks in your portfolio be humble & watch like a hawk. I carry close to 30-40 tickers as I dont invest in ETFs but my portfolio & watch list is telling me not to get carried away. I exited 1/3 and core positions with more than 50% gains been kept. Yesterday was a clear sign MSFT taken to cleaners with 10% drop thats a billboard (should have paid attention) Never fight the FED 👈"  
[X Link](https://x.com/VenkatP1359/status/2017412300211138801)  2026-01-31T01:39Z [----] followers, [---] engagements


"BARRONs REVIEW 1/30/26 What a Year. Its felt like more than just a month on Wall Street. Today the Dow Jones Industrial Averagefell [---] points or 0.4%. Though it rose 1.7% in January those gains were front-loaded. The index has fallen in three-consecutive weeks for its longest weekly losing streak since December [----] according to Dow Jones Market Data. From another perspective things are going swell; this Januarys gain marked the Dows ninth-straight positive month for its longest monthly winning streak since [----]. The S&P [---] fell 0.4% on the day to wrap the month up 1.4%. The Nasdaq"  
[X Link](https://x.com/VenkatP1359/status/2017466577533190576)  2026-01-31T05:14Z [----] followers, [---] engagements


"$PATH UiPath Inc. Stock Report & Analysis Some one wrote a text book thanks I can summarize $PATH a young well-bred horse.Trainer just came back (Dines) Track conditions might turn favorable in [----] But it has not broken away from the pack yet https://wealthmatica.substack.com/p/uipath-inc-stock-report-and-analysisr=4q0fj0 https://wealthmatica.substack.com/p/uipath-inc-stock-report-and-analysisr=4q0fj0"  
[X Link](https://x.com/VenkatP1359/status/2004659216439554110)  2025-12-26T21:02Z [----] followers, [---] engagements


"Lets pair $WDC with $MU for a memorable year $WDC new ATH close. Memory group leading https://t.co/1g0hANR6wg $WDC new ATH close. Memory group leading https://t.co/1g0hANR6wg"  
[X Link](https://x.com/VenkatP1359/status/2007536883031769194)  2026-01-03T19:37Z [----] followers, [----] engagements


"@dennisc230 BTW this is a power of [--] breakout [--] SMA $19.59 [--] SMA $19.69 [--] SMA $19.89 Adding next batch here Dennis Thanks on $CMPO"  
[X Link](https://x.com/VenkatP1359/status/2009717929617784918)  2026-01-09T20:04Z [----] followers, [---] engagements


"Love it Bring it on Even 🚀🚀need circuit boards BTW Quality ones $TTMI $TTMI . breakout alert. https://t.co/ATz2xLtjOV $TTMI . breakout alert. https://t.co/ATz2xLtjOV"  
[X Link](https://x.com/VenkatP1359/status/2011092028999016636)  2026-01-13T15:04Z [----] followers, [---] engagements


"@GassionGreta $STRL they will build any thing A sterling statement by Greta 🤣 Hi Joseph C you better work hard as your replacement is ready to take your job"  
[X Link](https://x.com/VenkatP1359/status/2014111523958927631)  2026-01-21T23:03Z [----] followers, [--] engagements


"$CMPO An excellent pick CompoSecure a Reporting Segment of GPGI Inc Announces https://www.globenewswire.com/news-release/2026/01/21/3223215/0/en/CompoSecure-a-Reporting-Segment-of-GPGI-Inc-Announces-CEO-Transition.html https://www.globenewswire.com/news-release/2026/01/21/3223215/0/en/CompoSecure-a-Reporting-Segment-of-GPGI-Inc-Announces-CEO-Transition.html"  
[X Link](https://x.com/VenkatP1359/status/2014368655035777414)  2026-01-22T16:04Z [----] followers, [---] engagements


"@MartyChargin The whole sector went down including HWM close to 3% thats a rarity"  
[X Link](https://x.com/VenkatP1359/status/2014481758180311401)  2026-01-22T23:34Z [----] followers, [---] engagements


"@MartyChargin BTW few months back I picked $AU based on your weekend RS posts"  
[X Link](https://x.com/VenkatP1359/status/2015849710527864963)  2026-01-26T18:09Z [----] followers, [--] engagements


"Late Stage [--] / early Stage [--] attempt of LTL in Pharma $NVO VGP (value growth play) $NVO - Novo Nordisk Textbook stage analysis setup. Breaking out of a Stage [--] base while reclaiming the 200D SMA and 30-week MA after a 7-month base. This is where trend flips from bearish to bullish. Stage [--] often starts from here. https://t.co/TaEVGBdcUI $NVO - Novo Nordisk Textbook stage analysis setup. Breaking out of a Stage [--] base while reclaiming the 200D SMA and 30-week MA after a 7-month base. This is where trend flips from bearish to bullish. Stage [--] often starts from here. https://t.co/TaEVGBdcUI"  
[X Link](https://x.com/VenkatP1359/status/2015850991124447598)  2026-01-26T18:15Z [----] followers, [----] engagements


"@MartyChargin @PM630 Pre-2015: $JDS Uniphase combined Optical components + test & measuremen 2015: Spin-off into LITE & VIAV Lumentum (LITE) components VIAVI (VIAV) test/measurement I own $LITE & now based on this why not $VIAV too Thanks Marty"  
[X Link](https://x.com/VenkatP1359/status/2016851237761614331)  2026-01-29T12:29Z [----] followers, [---] engagements


"@MartyChargin Gold crossing $5500 thanks for $AU $ORLA charts at right time"  
[X Link](https://x.com/VenkatP1359/status/2016855126523187232)  2026-01-29T12:45Z [----] followers, [--] engagements


"@gbstocks Copper will be as precious as any other metal in few months to years as demand is structural and massive. With AI data centers power grid demand soon we will see big mismatch Last night we saw CAPEX of MSFT META Nice charts $SCCO $FCX"  
[X Link](https://x.com/VenkatP1359/status/2016902543016702330)  2026-01-29T15:53Z [----] followers, [---] engagements


"@David_Tracey Nice analysis 👌🏿 Warsh doesnt kill the equity bull he raises the bar"  
[X Link](https://x.com/VenkatP1359/status/2017896230966198453)  2026-02-01T09:42Z [----] followers, [--] engagements


"Exclusive Amazon Is Buying Americas First New Copper Output in More Than a Decade - WSJ https://www.wsj.com/finance/commodities-futures/amazon-is-buying-americas-first-new-copper-output-in-more-than-a-decade-516a0a1f https://www.wsj.com/finance/commodities-futures/amazon-is-buying-americas-first-new-copper-output-in-more-than-a-decade-516a0a1f"  
[X Link](https://x.com/VenkatP1359/status/2018317680248242591)  2026-02-02T13:36Z [----] followers, [----] engagements


"@sunnysherawath @MartyChargin If SNDK PT is $1000 $MU very reasonable PT $700-800"  
[X Link](https://x.com/VenkatP1359/status/2018390743522460053)  2026-02-02T18:27Z [----] followers, [--] engagements


"For all dreamers of SpaceX will merge with Tesla $TSLA a good reality The SpaceX-xAI merger just closed at $1.25 trillion. Tesla was explicitly left out. And 18% of Polymarket bettors still think a Tesla-SpaceX merger happens by June. The ownership math tells you why it wont. Musk owns 42% of SpaceX with 79% voting control. He owns roughly 18% The SpaceX-xAI merger just closed at $1.25 trillion. Tesla was explicitly left out. And 18% of Polymarket bettors still think a Tesla-SpaceX merger happens by June. The ownership math tells you why it wont. Musk owns 42% of SpaceX with 79% voting"  
[X Link](https://x.com/VenkatP1359/status/2018679167320010838)  2026-02-03T13:33Z [----] followers, [---] engagements


"BARRONS REVIEW 2/3/26 Review & Preview: Another Software Slump By Connor Smith 🍀Anthropic Fever🍀 Another day anther software selloff. The Nasdaq Composite dropped 1.4% while the S&P [---] fell 0.8%. The Dow Jones Industrial Average shed [---] points or 0.3%. Wall Street once again rushed to sell software stocks. This time around the selloff began as traders fled legal software and data business. Morgan Stanley analyst Toni Kaplan triggered some of the worries in a note to clients: Anthropic launched new capabilities for its Cowork to the legal space heightening competition within the space"  
[X Link](https://x.com/VenkatP1359/status/2018873299166437536)  2026-02-04T02:24Z [----] followers, [---] engagements


"$CIEN set to join SP500 https://press.spglobal.com/2026-02-04-Ciena-Set-to-Join-S-P-500-Arrowhead-Pharmaceuticals-to-Join-S-P-MidCap-400-ADT-and-OneSpaWorld-Holdings-to-Join-S-P-SmallCap-600 https://press.spglobal.com/2026-02-04-Ciena-Set-to-Join-S-P-500-Arrowhead-Pharmaceuticals-to-Join-S-P-MidCap-400-ADT-and-OneSpaWorld-Holdings-to-Join-S-P-SmallCap-600"  
[X Link](https://x.com/VenkatP1359/status/2019206412891742720)  2026-02-05T00:28Z [----] followers, [---] engagements


"@MartyChargin Is this a slow burning phoenix or a fireball phoenix Marty Once upon a time one of the best performer"  
[X Link](https://x.com/VenkatP1359/status/2019791276288168074)  2026-02-06T15:12Z [----] followers, [--] engagements


"Hi Ducky do you have a core portfolio where you keep your best picks for long term and the reason for asking as most of your picks are right at the breakouts happening but there will be long term leaders like $NOW $COST ; once a month if you can list them it will be a great help 🙏"  
[X Link](https://x.com/VenkatP1359/status/1921232174205792599)  2025-05-10T15:53Z [----] followers, [---] engagements


"Thank you Marty My top three picks of this sector Ubiquiti (UI) Why I like it - Pure-play on edge wireless rural broadband small-cell backhaul huge TAM as AI data nodes expand beyond hyperscaler campuses.👈 Technical: Early in a long Stage [--] uptrend recent volume follow-through. Fundamental: 35% margins strong buyback program limited competition in SMB networking. Runway: High could [----] again if rural/enterprise Wi-Fi [--] upgrades ramp Best of the breed with fundamentals and technicals IHS Holding (IHS) Why I like it - Owns and operates telecom towers/data-infra in emerging markets exactly"  
[X Link](https://x.com/VenkatP1359/status/1984610996376195543)  2025-11-01T13:18Z [----] followers, [---] engagements


"@GassionGreta $AHR nice pick Just a rare opportunity near SMA52"  
[X Link](https://x.com/VenkatP1359/status/2001060121359577466)  2025-12-16T22:41Z [----] followers, [--] engagements


"$CMPO CompoSecure said it plans to rebrand as GPGI Inc. with its Class A common stock expected to trade under ticker GPGI on the NYSE starting January [--] [----]. @dennisc230 Great Positions in Good Industries $GPGI its meant to signal a broader investment vehicle that will own and scale multiple high-quality businesses I like the new name it will be re rated as industrial stock eventually In Dave Cote we trust Dave Cote [---] $GPGI (CompoSecure @dennisc230 Great Positions in Good Industries $GPGI its meant to signal a broader investment vehicle that will own and scale multiple high-quality"  
[X Link](https://x.com/VenkatP1359/status/2011477199312855264)  2026-01-14T16:35Z [----] followers, [---] engagements


"@duckman1717 Thank you very much @duckman1717 I have $FCNTX & two others great picks 👌🏿"  
[X Link](https://x.com/VenkatP1359/status/1921239691107475582)  2025-05-10T16:23Z [----] followers, [---] engagements


"$BTSG When fundamentals fire on ALL cylinders the chart doesnt lie this is exactly how a NEW market leader is born. This is a recession-proof sector with secular tailwinds. $BTSG finished with a positive outside reversal week after rebounding off the 10-week line and reclaiming the 21-day EMA. It cleared the [-----] early pivot and the descending trend line of a possible flat base. See if it can break above the [-----] pivot or if it consolidates for https://t.co/Q5FRTjpn6i $BTSG finished with a positive outside reversal week after rebounding off the 10-week line and reclaiming the 21-day EMA. It"  
[X Link](https://x.com/VenkatP1359/status/1992744169237061676)  2025-11-23T23:56Z [----] followers, [---] engagements


"$STRL it does better than his name Sterling thats all Never had FOMO on NVDA with $STRL $FIX $CLS $VRT as core positions Sterling Infrastructure: Powering America's Digital Future with Unprecedented Growth (NASDAQ:STRL) - STRL Analysis - BeyondSPX@ https://beyondspx.com/quote/STRL/sterling-infrastructure-powering-america-s-digital-future-with-unprecedented-growth-nasdaq-strl https://beyondspx.com/quote/STRL/sterling-infrastructure-powering-america-s-digital-future-with-unprecedented-growth-nasdaq-strl"  
[X Link](https://x.com/VenkatP1359/status/1991537369447555126)  2025-11-20T16:01Z [----] followers, [---] engagements


"See this is where you made me to pick $TTMI (entry into watch list) but delayed my entry at mid60s Look at my all time fav $CLS why I sit on it and $SANM good but Celestica has better torque. There are some ppl who invest with AVWAP every hour entry and exits they miss stocks like Celestica Marty I never tell what I made % wise as we are learning here be humble I am taking this time to thank you for your hard work Marty TTMI is your pick I time stamp when I picked who made me to lean on to a stock (now you know why I call you my SG 🙏) https://twitter.com/i/web/status/2012540426348114315"  
[X Link](https://x.com/VenkatP1359/status/2012540426348114315)  2026-01-17T15:00Z [----] followers, [---] engagements


"@MartyChargin $CLS is a nice setup best of the four $SANM is worth watching for a break out $TTMI became a different breed all of the sudden. Whether it forms a tight flag or pullback opportunity time will tell. Right now this the horse to bet on even though I hold 5x more of $CLS than $TTMI"  
[X Link](https://x.com/VenkatP1359/status/2013050484618035518)  2026-01-19T00:46Z [----] followers, [---] engagements

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