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# ![@VulcanMK5 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1946670092999073792.png) @VulcanMK5 Vulcan Stock Research

Vulcan Stock Research appears to be focused on identifying high-quality companies with strong execution and secular tailwinds. The research emphasizes metrics such as ROIC, ROE, and sustained margins, indicating a thorough analysis of a company's financial health and growth potential. Key stocks mentioned include $PYPL, $NVO, and $SPGI, which are highlighted for their quality and potential for long-term growth.

### Engagements: XXX [#](/creator/twitter::1946670092999073792/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1946670092999073792/c:line/m:interactions.svg)

- X Week XXXXXX +18%
- X Month XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1946670092999073792/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1946670092999073792/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%

### Followers: XXXXX [#](/creator/twitter::1946670092999073792/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1946670092999073792/c:line/m:followers.svg)

- X Week XXXXX +2.30%
- X Month XXXXX +13%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1946670092999073792/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1946670092999073792/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XX% [stocks](/list/stocks)  X% [cryptocurrencies](/list/cryptocurrencies)  X% [technology brands](/list/technology-brands)  X%

**Social topic influence**
[ai](/topic/ai) 4%, [strong](/topic/strong) 3%, [nvda](/topic/nvda) #376, [cash flow](/topic/cash-flow) #167, [flow](/topic/flow) 2%, [target](/topic/target) 2%, [$adbe](/topic/$adbe) #72, [$hrb](/topic/$hrb) 2%, [dividend](/topic/dividend) 2%, [sentiment](/topic/sentiment) #375

**Top accounts mentioned or mentioned by**
[@stocksavvyshay](/creator/undefined) [@fiscalai](/creator/undefined) [@ecommerceshares](/creator/undefined) [@smsutherland](/creator/undefined) [@jeremyisbored1](/creator/undefined) [@swervorealfr](/creator/undefined) [@morecoase](/creator/undefined) [@dividenddollar](/creator/undefined) [@prosperoai](/creator/undefined) [@bethkindig](/creator/undefined) [@jaguaranalytics](/creator/undefined) [@unusualwhales](/creator/undefined) [@therocktrading](/creator/undefined) [@wallstengine](/creator/undefined) [@wisemancap](/creator/undefined) [@cnbc](/creator/undefined) [@hypertechinvest](/creator/undefined) [@somewhereoutof](/creator/undefined) [@ejdisokqaloa](/creator/undefined) [@deepak_2035](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [H&R Block, Inc. (HRB)](/topic/$hrb) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir (PLTR)](/topic/$pltr) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Gravity Finance (GFI)](/topic/$gfi) [AutoCrypto (AU2)](/topic/$au) [Cal-Maine Foods Inc (CALM)](/topic/$calm) [EverRise (EVER)](/topic/$ever) [Ethereum Name Service (ENS)](/topic/$ens) [NerveNetwork (NVT)](/topic/$nvt) [McKesson Corporation (MCK)](/topic/$mck) [Trade Desk, Inc. (TTD)](/topic/$ttd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Wormhole (W)](/topic/$w) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Dash (DASH)](/topic/$dash) [Walmart, Inc. (WMT)](/topic/$wmt) [Advanced Micro Devices (AMD)](/topic/$amd) [Stader (SD)](/topic/$sd) [PAN American Silver Corp (PAAS)](/topic/$paas) [Kinross Gold Corporation (KGC)](/topic/$kgc) [Coldstack (CLS)](/topic/$cls) [QuantumScape Corporation (QS)](/topic/$qs) [RAI Finance (SOFI)](/topic/$sofi)
### Top Social Posts
Top posts by engagements in the last XX hours

"The stat that keeps $NVDA in my "elite" bucket: 70%+ gross margins ROIC over XX% in my Vulcan DB. That combo of growth and profitability is why I treat it as a quality compounder not just a hot ticker. What's your NVDA anchor stat"  
[X Link](https://x.com/VulcanMK5/status/1997110492632850659)  2025-12-06T01:07Z 2325 followers, XXX engagements


"Most investors see $W's XXX% gain and think "momentum play." I see a leveraged retailer (6x debt/EBITDA) with no asset floor trading at the XXXXX fib extension on declining volume. Chart + fundamentals scream "wait for $82." Patience pays in high-beta names. ๐Ÿ“Š #Trading #TechnicalAnalysis"  
[X Link](https://x.com/VulcanMK5/status/1996966043344933218)  2025-12-05T15:33Z 2325 followers, XXX engagements


"On my Vulcan screens $MSFT and NVDA: high ROIC strong FCF fortress balance sheets. Some smaller "AI" names barely make money lean on equity issuance. I want my biggest AI exposure in names that survive a boring year. What's your AI quality bar ๐Ÿ“Š"  
[X Link](https://x.com/VulcanMK5/status/1997003577777062038)  2025-12-05T18:02Z 2325 followers, XXX engagements


"$GOOGL at #1 checks out. 99th percentile cash flow predictability in my screens XXXX% ROIC. That's earnings quality not just growth. $PLTR converting XX% of revenue to FCF also belongs here. The one I'd question is $RBRK. ROIC is -XX% still burning capital hard. Strong momentum but I wouldn't call that earnings cycle strength yet"  
[X Link](https://x.com/VulcanMK5/status/1997333940269392032)  2025-12-06T15:54Z 2325 followers, 1251 engagements


"Everyone's chasing AI software. Meanwhile gold miners are quietly dominating my quant screen ๐Ÿ‘€ $GFI - XXXX% ROIC Vulcan XXXX $AU - XXXX% ROIC SA Quant XXXX $B - Piotroski perfect X Three names with better capital efficiency than most tech darlings. Sometimes the best trades are the ones nobody's tweeting about. Where are you finding quality outside the obvious sectors"  
[X Link](https://x.com/VulcanMK5/status/1997397133230494185)  2025-12-06T20:06Z 2325 followers, XXX engagements


"If you like cash my Vulcan screen keeps circling back. $CALM: 15%+ FCF as % of sales double-digit cash return. PDD SWKS quietly in the same bucket. Revenue is the story. Cash return is the punchline. What's your cash return threshold"  
[X Link](https://x.com/VulcanMK5/status/1995585192262615460)  2025-12-01T20:06Z 2325 followers, XXX engagements


"Interesting find in my data ๐Ÿ“Š Communication Services has the highest average Vulcan Composite (53.3) across all sectors. Tech is at XXXX. Not what I expected. $EVER $DDI $UPWK $NRDS leading the sector. The screen doesn't care about my assumptions. That's why I trust it. Any surprising sector findings in your screens lately"  
[X Link](https://x.com/VulcanMK5/status/1997437396585984176)  2025-12-06T22:46Z 2325 followers, XXX engagements


"Grid infrastructure play: $ENS $NVT leading my Quality Momentum screen. Every AI data center needs electrical gear power management cooling systems. Not the sexy AI story everyone's chasingbut quality businesses riding real infrastructure demand with better valuations. Where else you seeing grid opportunities โšก #Energy #Infrastructure"  
[X Link](https://x.com/VulcanMK5/status/1979299132629021033)  2025-10-17T21:31Z 2297 followers, XXX engagements


"$MCK getting X analyst upgrades to $XXX target but here's what concerns me: stock's already trading XX% above our fair value estimate of $XXX. Quality Score's solid (86/100) Safety's excellent (97/100) but at 22.3x earnings with XXX% debt/capital you're paying for perfection. Analyst consensus peaks right when valuation gets stretched. I'd rather wait for a 15-20% pullback. You trimming or holding through ๐Ÿ“Š #Stocks #Investing"  
[X Link](https://x.com/VulcanMK5/status/1988279315767631983)  2025-11-11T16:15Z 2298 followers, XXX engagements


"@ecommerceshares $TTD at -XX% earned that spot. But I'd push back on the whole list being trash. $ADBE screens at XX% ROIC with Piotroski X. ๐Ÿ“Š $PYPL has the highest Piotroski on this list at X. Some of these are broken narratives not broken businesses. Different trade"  
[X Link](https://x.com/VulcanMK5/status/1995509985812607140)  2025-12-01T15:07Z 2299 followers, 2393 engagements


"$HRB: 40%+ ROIC cash machine XX% FCF yield X% dividend yield growing at XX% annually. Trading at 7.7x forward earnings after -XX% selloff. Market pricing in death spiral. I'm buying the doubt. ๐Ÿ“Š #ValueInvesting #Dividends"  
[X Link](https://x.com/VulcanMK5/status/1996278741232706007)  2025-12-03T18:01Z 2293 followers, XXX engagements


"This is $PLTR's moat expanding in real-time. Energy + AI infrastructure is a massive TAM and they just partnered with the one company everyone needs. The fundamentals are real. ๐Ÿ“Š XX% ROIC XX% gross margins Piotroski X. Not a hype stock pretending to have a business. P/E XXX says the market already believes. Now it's about execution proving it right"  
[X Link](https://x.com/VulcanMK5/status/1996563244048126246)  2025-12-04T12:52Z 2297 followers, 2569 engagements


"How $HRB generates returns: โœ… XX% ROIC (top X% of S&P 500) โœ… 100%+ FCF payout to shareholders โœ… X% share buyback in single quarter โœ… X years consecutive dividend growth Trading XX% below fair value at 7.7x forward P/E. #FinTwit #DividendStocks"  
[X Link](https://x.com/VulcanMK5/status/1996609946234876329)  2025-12-04T15:58Z 2295 followers, XXX engagements


"$W profitability inflection is real: EBITDA went from -$416M (2022) to +$453M (2024) FCF turned positive. But at 28-37x forward earnings for 3-5% revenue growth on thin margins you're paying for perfection. Primary Buy band: $61-81. #FinTwit #StockAnalysis"  
[X Link](https://x.com/VulcanMK5/status/1996641199109587147)  2025-12-04T18:02Z 2297 followers, XXX engagements


"Revenue growth is great. Revenue quality is better. I look for: recurring vs one-time subscription vs transactional organic vs acquisition-driven. $MSFT's Office 365: recurring high margin sticky Random SaaS burning cash: one-year contracts high churn Both show revenue growth. Very different businesses"  
[X Link](https://x.com/VulcanMK5/status/1996672356937293892)  2025-12-04T20:06Z 2295 followers, XXX engagements


"@CNBC $ADBE is the sleeper here. XX% margin of safety in my screens with 99th percentile cash flow predictability. That's value AND quality. $UBER at XX% margin of safety also passes. $DASH actually shows overvalued in my models though. Not every name on the list is equal. ๐Ÿ“Š"  
[X Link](https://x.com/VulcanMK5/status/1996715962729742603)  2025-12-04T22:59Z 2297 followers, XXX engagements


"Own $WMT and this is exactly why. Here's what most people miss: ROIC is already at XXXX% vs Amazon's 15.6%. Capital efficiency gap is basically closed. Operating margin is still XXX% vs XX% though. That's the next leg if automation keeps delivering. The XX% shipping cost reduction is how you get there"  
[X Link](https://x.com/VulcanMK5/status/1996717099083841743)  2025-12-04T23:03Z 2296 followers, XX engagements


"@HyperTechInvest This is the thesis I'm watching with $AMD. Agents need CPUs not just GPUs. Lisa Su's framing it as TAM expansion not market share battle. The catch: ROIC is still around X% vs NVDA's 77%. AMD's got the vision now they need the margin expansion to prove it out"  
[X Link](https://x.com/VulcanMK5/status/1996718843549430013)  2025-12-04T23:10Z 2296 followers, XXX engagements


"Sentiment just flipped hard. AAII bulls jumped from XX% to XX% in one week. Bears dropped from XX% to 31%. That's a XX point swing in the bull/bear spread. Biggest shift in months. Here's what I'm watching: ๐Ÿงต"  
[X Link](https://x.com/VulcanMK5/status/1996931131589968081)  2025-12-05T13:14Z 2300 followers, XXX engagements


"Meanwhile the dollar is trading rich. DXY has completely diverged from the rate differential basket. That gap usually closes and December is historically the worst month for the dollar. If FOMC confirms the cut and BOJ hikes that unwind could accelerate"  
[X Link](https://x.com/VulcanMK5/status/1996931133942923342)  2025-12-05T13:14Z 2300 followers, XXX engagements


"Putting it together: Sentiment turning bullish small caps breaking out dollar looks vulnerable. The setup favors risk into year end. But FOMC next week could create some chop first. I'm watching for consolidation into the meeting then a push to new highs post-decision"  
[X Link](https://x.com/VulcanMK5/status/1996931135197077880)  2025-12-05T13:14Z 2299 followers, XX engagements


"Energy sector finds: โœ… $SD - Vulcan XXXX Piotroski X WS XXX โœ… $EFXT - Vulcan XXXX Piotroski X โœ… $VTOL - Vulcan XXXX WS XXX Two perfect Piotroski scores in one sector. Energy fundamentals are quietly strong while everyone debates macro. I've been wrong on energy timing before. But the quality is undeniable right now. How are you positioned in energy"  
[X Link](https://x.com/VulcanMK5/status/1997075009362116969)  2025-12-05T22:46Z 2296 followers, XXX engagements


"$PAAS $KGC My portfolio November winners: XX positions up double digits The pattern that stands out: X of my top performers are precious metals. Silver specifically crushed it. Healthcare grabbed the #1 spot though. COLL ran 31.83%. Full breakdown in thread ๐Ÿ‘‡"  
[X Link](https://x.com/VulcanMK5/status/1994792223662125430)  2025-11-29T15:35Z 2313 followers, XXX engagements


"$CLS is the standout in that list. XX% ROIC Piotroski X. That's not just momentum that's operational quality. Interesting on $SOFI though. Now trading at $XXXXX vs consensus target of $XX. You're above where Wall Street expects it to go. Doesn't mean sell but worth knowing. $QS is the pure optionality play. XX% insider ownership keeps me interested in speculative names like that"  
[X Link](https://x.com/VulcanMK5/status/1997441619910439051)  2025-12-06T23:02Z 2321 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@VulcanMK5 Avatar @VulcanMK5 Vulcan Stock Research

Vulcan Stock Research appears to be focused on identifying high-quality companies with strong execution and secular tailwinds. The research emphasizes metrics such as ROIC, ROE, and sustained margins, indicating a thorough analysis of a company's financial health and growth potential. Key stocks mentioned include $PYPL, $NVO, and $SPGI, which are highlighted for their quality and potential for long-term growth.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX +18%
  • X Month XXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XXX -XX%
  • X Month XXX -XX%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +2.30%
  • X Month XXXXX +13%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance XX% stocks X% cryptocurrencies X% technology brands X%

Social topic influence ai 4%, strong 3%, nvda #376, cash flow #167, flow 2%, target 2%, $adbe #72, $hrb 2%, dividend 2%, sentiment #375

Top accounts mentioned or mentioned by @stocksavvyshay @fiscalai @ecommerceshares @smsutherland @jeremyisbored1 @swervorealfr @morecoase @dividenddollar @prosperoai @bethkindig @jaguaranalytics @unusualwhales @therocktrading @wallstengine @wisemancap @cnbc @hypertechinvest @somewhereoutof @ejdisokqaloa @deepak_2035

Top assets mentioned Adobe, Inc. (ADBE) H&R Block, Inc. (HRB) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Palantir (PLTR) Rubrik, Inc. (RBRK) Gravity Finance (GFI) AutoCrypto (AU2) Cal-Maine Foods Inc (CALM) EverRise (EVER) Ethereum Name Service (ENS) NerveNetwork (NVT) McKesson Corporation (MCK) Trade Desk, Inc. (TTD) PayPal Holdings Inc (PYPL) Wormhole (W) Uber Technologies, Inc. (UBER) Dash (DASH) Walmart, Inc. (WMT) Advanced Micro Devices (AMD) Stader (SD) PAN American Silver Corp (PAAS) Kinross Gold Corporation (KGC) Coldstack (CLS) QuantumScape Corporation (QS) RAI Finance (SOFI)

Top Social Posts

Top posts by engagements in the last XX hours

"The stat that keeps $NVDA in my "elite" bucket: 70%+ gross margins ROIC over XX% in my Vulcan DB. That combo of growth and profitability is why I treat it as a quality compounder not just a hot ticker. What's your NVDA anchor stat"
X Link 2025-12-06T01:07Z 2325 followers, XXX engagements

"Most investors see $W's XXX% gain and think "momentum play." I see a leveraged retailer (6x debt/EBITDA) with no asset floor trading at the XXXXX fib extension on declining volume. Chart + fundamentals scream "wait for $82." Patience pays in high-beta names. ๐Ÿ“Š #Trading #TechnicalAnalysis"
X Link 2025-12-05T15:33Z 2325 followers, XXX engagements

"On my Vulcan screens $MSFT and NVDA: high ROIC strong FCF fortress balance sheets. Some smaller "AI" names barely make money lean on equity issuance. I want my biggest AI exposure in names that survive a boring year. What's your AI quality bar ๐Ÿ“Š"
X Link 2025-12-05T18:02Z 2325 followers, XXX engagements

"$GOOGL at #1 checks out. 99th percentile cash flow predictability in my screens XXXX% ROIC. That's earnings quality not just growth. $PLTR converting XX% of revenue to FCF also belongs here. The one I'd question is $RBRK. ROIC is -XX% still burning capital hard. Strong momentum but I wouldn't call that earnings cycle strength yet"
X Link 2025-12-06T15:54Z 2325 followers, 1251 engagements

"Everyone's chasing AI software. Meanwhile gold miners are quietly dominating my quant screen ๐Ÿ‘€ $GFI - XXXX% ROIC Vulcan XXXX $AU - XXXX% ROIC SA Quant XXXX $B - Piotroski perfect X Three names with better capital efficiency than most tech darlings. Sometimes the best trades are the ones nobody's tweeting about. Where are you finding quality outside the obvious sectors"
X Link 2025-12-06T20:06Z 2325 followers, XXX engagements

"If you like cash my Vulcan screen keeps circling back. $CALM: 15%+ FCF as % of sales double-digit cash return. PDD SWKS quietly in the same bucket. Revenue is the story. Cash return is the punchline. What's your cash return threshold"
X Link 2025-12-01T20:06Z 2325 followers, XXX engagements

"Interesting find in my data ๐Ÿ“Š Communication Services has the highest average Vulcan Composite (53.3) across all sectors. Tech is at XXXX. Not what I expected. $EVER $DDI $UPWK $NRDS leading the sector. The screen doesn't care about my assumptions. That's why I trust it. Any surprising sector findings in your screens lately"
X Link 2025-12-06T22:46Z 2325 followers, XXX engagements

"Grid infrastructure play: $ENS $NVT leading my Quality Momentum screen. Every AI data center needs electrical gear power management cooling systems. Not the sexy AI story everyone's chasingbut quality businesses riding real infrastructure demand with better valuations. Where else you seeing grid opportunities โšก #Energy #Infrastructure"
X Link 2025-10-17T21:31Z 2297 followers, XXX engagements

"$MCK getting X analyst upgrades to $XXX target but here's what concerns me: stock's already trading XX% above our fair value estimate of $XXX. Quality Score's solid (86/100) Safety's excellent (97/100) but at 22.3x earnings with XXX% debt/capital you're paying for perfection. Analyst consensus peaks right when valuation gets stretched. I'd rather wait for a 15-20% pullback. You trimming or holding through ๐Ÿ“Š #Stocks #Investing"
X Link 2025-11-11T16:15Z 2298 followers, XXX engagements

"@ecommerceshares $TTD at -XX% earned that spot. But I'd push back on the whole list being trash. $ADBE screens at XX% ROIC with Piotroski X. ๐Ÿ“Š $PYPL has the highest Piotroski on this list at X. Some of these are broken narratives not broken businesses. Different trade"
X Link 2025-12-01T15:07Z 2299 followers, 2393 engagements

"$HRB: 40%+ ROIC cash machine XX% FCF yield X% dividend yield growing at XX% annually. Trading at 7.7x forward earnings after -XX% selloff. Market pricing in death spiral. I'm buying the doubt. ๐Ÿ“Š #ValueInvesting #Dividends"
X Link 2025-12-03T18:01Z 2293 followers, XXX engagements

"This is $PLTR's moat expanding in real-time. Energy + AI infrastructure is a massive TAM and they just partnered with the one company everyone needs. The fundamentals are real. ๐Ÿ“Š XX% ROIC XX% gross margins Piotroski X. Not a hype stock pretending to have a business. P/E XXX says the market already believes. Now it's about execution proving it right"
X Link 2025-12-04T12:52Z 2297 followers, 2569 engagements

"How $HRB generates returns: โœ… XX% ROIC (top X% of S&P 500) โœ… 100%+ FCF payout to shareholders โœ… X% share buyback in single quarter โœ… X years consecutive dividend growth Trading XX% below fair value at 7.7x forward P/E. #FinTwit #DividendStocks"
X Link 2025-12-04T15:58Z 2295 followers, XXX engagements

"$W profitability inflection is real: EBITDA went from -$416M (2022) to +$453M (2024) FCF turned positive. But at 28-37x forward earnings for 3-5% revenue growth on thin margins you're paying for perfection. Primary Buy band: $61-81. #FinTwit #StockAnalysis"
X Link 2025-12-04T18:02Z 2297 followers, XXX engagements

"Revenue growth is great. Revenue quality is better. I look for: recurring vs one-time subscription vs transactional organic vs acquisition-driven. $MSFT's Office 365: recurring high margin sticky Random SaaS burning cash: one-year contracts high churn Both show revenue growth. Very different businesses"
X Link 2025-12-04T20:06Z 2295 followers, XXX engagements

"@CNBC $ADBE is the sleeper here. XX% margin of safety in my screens with 99th percentile cash flow predictability. That's value AND quality. $UBER at XX% margin of safety also passes. $DASH actually shows overvalued in my models though. Not every name on the list is equal. ๐Ÿ“Š"
X Link 2025-12-04T22:59Z 2297 followers, XXX engagements

"Own $WMT and this is exactly why. Here's what most people miss: ROIC is already at XXXX% vs Amazon's 15.6%. Capital efficiency gap is basically closed. Operating margin is still XXX% vs XX% though. That's the next leg if automation keeps delivering. The XX% shipping cost reduction is how you get there"
X Link 2025-12-04T23:03Z 2296 followers, XX engagements

"@HyperTechInvest This is the thesis I'm watching with $AMD. Agents need CPUs not just GPUs. Lisa Su's framing it as TAM expansion not market share battle. The catch: ROIC is still around X% vs NVDA's 77%. AMD's got the vision now they need the margin expansion to prove it out"
X Link 2025-12-04T23:10Z 2296 followers, XXX engagements

"Sentiment just flipped hard. AAII bulls jumped from XX% to XX% in one week. Bears dropped from XX% to 31%. That's a XX point swing in the bull/bear spread. Biggest shift in months. Here's what I'm watching: ๐Ÿงต"
X Link 2025-12-05T13:14Z 2300 followers, XXX engagements

"Meanwhile the dollar is trading rich. DXY has completely diverged from the rate differential basket. That gap usually closes and December is historically the worst month for the dollar. If FOMC confirms the cut and BOJ hikes that unwind could accelerate"
X Link 2025-12-05T13:14Z 2300 followers, XXX engagements

"Putting it together: Sentiment turning bullish small caps breaking out dollar looks vulnerable. The setup favors risk into year end. But FOMC next week could create some chop first. I'm watching for consolidation into the meeting then a push to new highs post-decision"
X Link 2025-12-05T13:14Z 2299 followers, XX engagements

"Energy sector finds: โœ… $SD - Vulcan XXXX Piotroski X WS XXX โœ… $EFXT - Vulcan XXXX Piotroski X โœ… $VTOL - Vulcan XXXX WS XXX Two perfect Piotroski scores in one sector. Energy fundamentals are quietly strong while everyone debates macro. I've been wrong on energy timing before. But the quality is undeniable right now. How are you positioned in energy"
X Link 2025-12-05T22:46Z 2296 followers, XXX engagements

"$PAAS $KGC My portfolio November winners: XX positions up double digits The pattern that stands out: X of my top performers are precious metals. Silver specifically crushed it. Healthcare grabbed the #1 spot though. COLL ran 31.83%. Full breakdown in thread ๐Ÿ‘‡"
X Link 2025-11-29T15:35Z 2313 followers, XXX engagements

"$CLS is the standout in that list. XX% ROIC Piotroski X. That's not just momentum that's operational quality. Interesting on $SOFI though. Now trading at $XXXXX vs consensus target of $XX. You're above where Wall Street expects it to go. Doesn't mean sell but worth knowing. $QS is the pure optionality play. XX% insider ownership keeps me interested in speculative names like that"
X Link 2025-12-06T23:02Z 2321 followers, XXX engagements

@VulcanMK5
/creator/twitter::VulcanMK5