# ![@_samputnam Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::825433940303417344.png) @_samputnam Sam Putnam - Stocks Community on YouTube

Sam Putnam - Stocks Community on YouTube posts on X about ai, $bmy, money, $aig the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::825433940303417344/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::825433940303417344/c:line/m:interactions.svg)

- [--] Week [---] -46%
- [--] Month [-----] -96%
- [--] Months [-------] +870%
- [--] Year [-------] +1,709%

### Mentions: [--] [#](/creator/twitter::825433940303417344/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::825433940303417344/c:line/m:posts_active.svg)

- [--] Week [--] -24%
- [--] Month [---] -85%
- [--] Months [-----] +1,834%
- [--] Year [-----] +2,623%

### Followers: [-----] [#](/creator/twitter::825433940303417344/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::825433940303417344/c:line/m:followers.svg)

- [--] Week [-----] +0.10%
- [--] Month [-----] no change
- [--] Months [-----] +16%
- [--] Year [-----] +29%

### CreatorRank: undefined [#](/creator/twitter::825433940303417344/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::825433940303417344/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  100% [finance](/list/finance)  99.19% [social networks](/list/social-networks)  97.58% [stocks](/list/stocks)  87.9% [cryptocurrencies](/list/cryptocurrencies)  8.06% [countries](/list/countries)  7.26% [automotive brands](/list/automotive-brands)  7.26%

**Social topic influence**
[ai](/topic/ai) 15.32%, [$bmy](/topic/$bmy) 12.9%, [money](/topic/money) 10.48%, [$aig](/topic/$aig) 10.48%, [$bidu](/topic/$bidu) 8.87%, [$arwr](/topic/$arwr) 8.06%, [$eat](/topic/$eat) 8.06%, [$100b](/topic/$100b) 7.26%, [if you](/topic/if-you) 7.26%, [insurance](/topic/insurance) 6.45%

**Top accounts mentioned or mentioned by**
[@moistmango12](/creator/undefined) [@retiredtrader](/creator/undefined)

**Top assets mentioned**
[Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [American International Group Inc (AIG)](/topic/$aig) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Brinker International, Inc. (EAT)](/topic/$eat) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [Steel Dynamics, Inc. (STLD)](/topic/$stld) [Tarsus Pharmaceuticals, Inc. (TARS)](/topic/$tars) [Vertex Protocol (VRTX)](/topic/$vrtx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Las Vegas Sands Corp. (LVS)](/topic/$lvs) [Microsoft Corp. (MSFT)](/topic/$msft) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Pfizer, Inc. (PFE)](/topic/$pfe) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Apple, Inc. (AAPL)](/topic/$aapl) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [ADMA Biologics, Inc. (ADMA)](/topic/$adma) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [McDonald's Corp (MCD)](/topic/$mcd) [Metadium (META)](/topic/$meta) [Netflix Inc (NFLX)](/topic/$nflx) [Basis Cash (BAC)](/topic/$bac) [JPMorgan Chase (JPM)](/topic/$jpm) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) [Oracle Corporation (ORCL)](/topic/$orcl) [FTC Solar, Inc.  (FTCI)](/topic/$ftci) [Nextracker Inc. (NXT)](/topic/$nxt) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Denali Therapeutics Inc. Common Stock (DNLI)](/topic/$dnli) [Strong Global Entertainment, Inc. (SGE)](/topic/$sge) [Etsy Inc (ETSY)](/topic/$etsy) [ThredUp Inc. (TDUP)](/topic/$tdup) [Poshmark, Inc. (POSH)](/topic/$posh) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Bloom Energy Corporation (BE)](/topic/$be) [Tractor Supply Co (TSCO)](/topic/$tsco) [Marathon Oil Corporation (MRO)](/topic/$mro) [Genuine Parts Company (GPC)](/topic/$gpc) [Autozone Inc (AZO)](/topic/$azo) [Beamr Imaging Ltd. (BMR)](/topic/$bmr) [BillionToOne, Inc. (BLLN)](/topic/$blln) [Hexcel Corporation (HXL)](/topic/$hxl) [Peabody Energy Corporation (BTU)](/topic/$btu) [Archway (ARCH)](/topic/$arch) [Pasithea Therapeutics Corp. (KTTA)](/topic/$ktta) [Snowflake Inc. (SNOW)](/topic/$snow)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$FTCI shows the growth trajectory of solar tracking companies but $NXT has the tighter setup and better risk/reward into year-end"  
[X Link](https://x.com/_samputnam/status/1997102518229184630)  2025-12-06T00:35Z [----] followers, [--] engagements


"$DELL and $HPE are okay. Not exciting but theyre not collapsing like most hardware names"  
[X Link](https://x.com/_samputnam/status/2001501785039524228)  2025-12-18T03:56Z [----] followers, [---] engagements


"$ARWR targets the $100B obesity market with RNA therapies. Over [---] drugs across [--] companies but this has validated tech while $ORLY sells auto parts at 20x"  
[X Link](https://x.com/_samputnam/status/2003666508640321557)  2025-12-24T03:18Z [----] followers, [---] engagements


"noobs buy for the breakout above I bought so that I could sell to them and then shorts shorted it down or people sold immediately Whatever happened I got the piece that I was looking for with an amount of size that was very small $DNLI $SGE"  
[X Link](https://x.com/_samputnam/status/1788444694671704111)  2024-05-09T05:43Z [----] followers, [---] engagements


"Comparing $REAL to $ETSY and $TDUP (ThredUp)but if $POSH couldn't survive maybe the comparable set isn't as exciting as the outlier"  
[X Link](https://x.com/_samputnam/status/1988985522690355311)  2025-11-13T15:01Z [----] followers, [---] engagements


"Eye care market is massive and $TARS isn't some pre-revenue biotech gamble. Multi-billion dollar company with real sales ramping fast. The path to profitability is visible from here"  
[X Link](https://x.com/_samputnam/status/1991739913654661427)  2025-11-21T05:26Z [----] followers, [--] engagements


"Unlike mega-cap pharma like $NVO or $PFE where 2% moves barely register mid-cap biotech can actually move your portfolio. $TARS has the sweet spot: real revenue small enough to run"  
[X Link](https://x.com/_samputnam/status/1991739985222070482)  2025-11-21T05:26Z [----] followers, [---] engagements


"$ALAB showed us semiconductors $BE showed us power gen. Now watching specialty pharma with real revenue growth. $TARS fits the profile: overlooked institutional backing breakout forming"  
[X Link](https://x.com/_samputnam/status/1991740028008165742)  2025-11-21T05:26Z [----] followers, [---] engagements


"After $BE's 200% run scanning for similar setups: institutional accumulation after earnings tight flag pattern clear catalyst path. $TARS checking every box in the playbook"  
[X Link](https://x.com/_samputnam/status/1991740070710374713)  2025-11-21T05:26Z [----] followers, [--] engagements


"$TSCO $MRO $GPC all play auto/industrial parts space but none match the pure retail exposure and brand strength of $AZO setup right now"  
[X Link](https://x.com/_samputnam/status/1992786003267059778)  2025-11-24T02:43Z [----] followers, [--] engagements


"Circle's recent IPO $BMR not doing well in this crypto wreckage. Recent IPOs in struggling sectors rarely work out"  
[X Link](https://x.com/_samputnam/status/1995684734719189326)  2025-12-02T02:41Z [----] followers, [---] engagements


"$IQV has more bookings than billings with a $30B backlog. It's the data center phenomenon but in healthcareboring stable and impossible for Trump admin to cut"  
[X Link](https://x.com/_samputnam/status/1996722916164046905)  2025-12-04T23:26Z [----] followers, [--] engagements


"$IQV does everything in healthcare that isn't doctors or hospital employees. Clinical research diagnostics data analytics. The boring stuff that never goes away"  
[X Link](https://x.com/_samputnam/status/1996722975421157871)  2025-12-04T23:27Z [----] followers, [--] engagements


"$IQV with $2B in new bookings alone. R&D solutions analytics contract sales. Not spicy just profitable. No FDA trial risk to gap you down 40%"  
[X Link](https://x.com/_samputnam/status/1996723067238641863)  2025-12-04T23:27Z [----] followers, [---] engagements


"Healthcare and education are always cash cows. $IQV sits right in that sweet spotrecession-resistant boring and profitable"  
[X Link](https://x.com/_samputnam/status/1996723274626076825)  2025-12-04T23:28Z [----] followers, [---] engagements


"Recent IPO $BLLN on watch but chart looks like Frankenstein right now. Sometimes you wait for the setup instead of forcing it"  
[X Link](https://x.com/_samputnam/status/1997324507900506472)  2025-12-06T15:17Z [----] followers, [---] engagements


"$HXL looked interesting until you realize they do aerospace materials not energy. Charts also ugly. $BTU coal peers like $ARCH dont move. If theres no activity theres no trade"  
[X Link](https://x.com/_samputnam/status/1998874690790764641)  2025-12-10T21:57Z [----] followers, [---] engagements


"$KTTA biotech been moving but just sideways now liquidity dried up. Don't want to be stuck in that"  
[X Link](https://x.com/_samputnam/status/1999155474483011860)  2025-12-11T16:33Z [----] followers, [--] engagements


"$ADMA slightly better than some biotechs on the chart no double top. But still only $40M daily volume. Need $80-100M minimum for clean exits"  
[X Link](https://x.com/_samputnam/status/2000195431226110443)  2025-12-14T13:25Z [----] followers, [---] engagements


"$SNOW software stock got wrecked too. Only interesting software name lately was $TTAN but that also looked ugly Friday. Leave software alone right now"  
[X Link](https://x.com/_samputnam/status/2000195535504879641)  2025-12-14T13:25Z [----] followers, [---] engagements


"$HROW mentioned as another illiquid biotech with similar issues to $ADMA. Daily volume too low for clean position management. Need that $80-100M daily minimum"  
[X Link](https://x.com/_samputnam/status/2000196579928519049)  2025-12-14T13:30Z [----] followers, [---] engagements


"$TOL (home builders) hanging in there. $GDRX (GoodRx) moves too slow4% is a lot but just forming shelf no urgency to jump in"  
[X Link](https://x.com/_samputnam/status/2000763803231784985)  2025-12-16T03:03Z [----] followers, [---] engagements


"$IQV IQVIA might be a short. Healthcare services are rolling and this ones looking heavy"  
[X Link](https://x.com/_samputnam/status/2001500833033392392)  2025-12-18T03:52Z [----] followers, [---] engagements


"$EIX Edison International looks somewhat interesting but its spiky. Utilities are boring until theyre not"  
[X Link](https://x.com/_samputnam/status/2001501374828237276)  2025-12-18T03:54Z [----] followers, [--] engagements


"$TTAN Service Titan had earnings sold off then showed strength. Thats more than most stocks can say right now"  
[X Link](https://x.com/_samputnam/status/2001503042181697610)  2025-12-18T04:01Z [----] followers, [--] engagements


"When pension funds need yield they buy $BMY at 8x with 5% dividends. They sold during QE to chase $CDNS now the trade reverses as income beats growth"  
[X Link](https://x.com/_samputnam/status/2003667328710709460)  2025-12-24T03:21Z [----] followers, [---] engagements


"$EAT margin expansion real: 11-12% to 14-15%. Digital ordering reduces labor. Menu engineering works. Operations improving. And traffic growing 14%+ simultaneously vs $MCD flat"  
[X Link](https://x.com/_samputnam/status/2003303239509504458)  2025-12-23T03:14Z [----] followers, [--] engagements


"Fed money printer back on. Rate cuts in motion. IPO markets reopening. $AIG insurance demand surges with M&A activity while $GS $MS banking fees return"  
[X Link](https://x.com/_samputnam/status/2003303285244264914)  2025-12-23T03:14Z [----] followers, [--] engagements


"$BMY at 8x while $GOOGL and $META trade at premium multiples. Healthcare was a dog [--] years. Thats exactly the setup. Unloved sectors with catalysts ahead"  
[X Link](https://x.com/_samputnam/status/2003303325111058890)  2025-12-23T03:15Z [----] followers, [--] engagements


"$VRTX has cash to buy distressed biotech trading below cash. Nearly half of public biotech there now. Theyre a buyer in M&A wave not a seller like $MRNA concerns"  
[X Link](https://x.com/_samputnam/status/2003303367687438420)  2025-12-23T03:15Z [----] followers, [--] engagements


"$LVS at 15x earnings. Premium customers in Macau and Singapore. Convention business at highs. Refund checks turn into Vegas trips and casino spending vs $AMZN purchases"  
[X Link](https://x.com/_samputnam/status/2003303405339726262)  2025-12-23T03:15Z [----] followers, [--] engagements


"$EAT went from overlooked to viral in [--] months. Gen Z on TikTok driving traffic. Three-for-me deals everywhere. [----] locations compounding the effect. $MCD $WEN $JACK worried"  
[X Link](https://x.com/_samputnam/status/2003303498939871358)  2025-12-23T03:15Z [----] followers, [---] engagements


"AI capex $320B in [----] jumping to $520-530B in [----]. $STLD sells the steel trades at 6x. $NVDA sells the chips trades at 26x. Do the math"  
[X Link](https://x.com/_samputnam/status/2003303610558611803)  2025-12-23T03:16Z [----] followers, [--] engagements


"$VRTX dominates CF with 90%+ share. Thats $AAPL-level dominance in a niche with pricing power. Expanding into adjacencies with balance sheet to acquire"  
[X Link](https://x.com/_samputnam/status/2003303672340709841)  2025-12-23T03:16Z [----] followers, [--] engagements


"February-March [----] refund tsunami hits. $EAT and $LVS positioned for spending surge. Unlike COVID helping $NFLX and $ZM this helps in-person experiences like $DIS $SEAS"  
[X Link](https://x.com/_samputnam/status/2003303719258190306)  2025-12-23T03:16Z [----] followers, [--] engagements


"OpenAI $100B round is sovereign wealth fund money. Norway Saudi UAE. Not VC speculation. The AI infrastructure buildout is real. $STLD benefits without the $NVDA hype"  
[X Link](https://x.com/_samputnam/status/2003303740930171233)  2025-12-23T03:16Z [----] followers, [--] engagements


"$STLD at 6x earnings $EAT at 13x $AIG at normalized multiples. Meanwhile $AMZN $AAPL $MSFT trade at peak valuations. Value hiding in plain sight"  
[X Link](https://x.com/_samputnam/status/2003303781694583147)  2025-12-23T03:16Z [----] followers, [--] engagements


"$BMY developing obesity drug to compete in $100B market. Market assuming failure. At 8x earnings even modest success drives massive upside vs $LLY $NVO premiums"  
[X Link](https://x.com/_samputnam/status/2003303831900422230)  2025-12-23T03:17Z [----] followers, [---] engagements


"Yield curve inverted for [--] years. Short-term rates higher than long-term crushed bank profitability. $AIG $BAC $JPM margins expand as curve normalizes with Fed cuts"  
[X Link](https://x.com/_samputnam/status/2003303852649644481)  2025-12-23T03:17Z [----] followers, [--] engagements


"$EAT taking market share from fast casual. Doubled down on value while $CMG and $SBUX raised prices. 14%+ comps prove the strategy works"  
[X Link](https://x.com/_samputnam/status/2003303887554695316)  2025-12-23T03:17Z [----] followers, [--] engagements


"Fed cutting rates makes Pharma M&A cheaper. $BMY at 8x earnings either acquires or gets acquired. Youre getting paid 5% dividend to wait. $LLY $PFE watching"  
[X Link](https://x.com/_samputnam/status/2003304019717161463)  2025-12-23T03:17Z [----] followers, [--] engagements


"$AIG restructured for years while nobody paid attention. Boring insurance play. But AI data centers need massive insurance coverage. Yield curve steepening improves their investment portfolio"  
[X Link](https://x.com/_samputnam/status/2003304053867184487)  2025-12-23T03:18Z [----] followers, [---] engagements


"$EAT has [----] Chilis locations and [--] Maggianos. Market cap $5B. If $MSFT crashes 50% people still eat dinner. Uncorrelated to AI bubble"  
[X Link](https://x.com/_samputnam/status/2003304124008530239)  2025-12-23T03:18Z [----] followers, [--] engagements


"$BMY and $PFE were dogs for years. Thats exactly why theyre mispriced. Healthcare underperformed [--] years straight while everyone chased $TSLA $META"  
[X Link](https://x.com/_samputnam/status/2003304168484925832)  2025-12-23T03:18Z [----] followers, [--] engagements


"Top 20% of earners get the biggest refund checks. These arent people buying groceries. They eat out regularly and spend on discretionary. $EAT $LVS $WYNN $MGM positioned perfectly"  
[X Link](https://x.com/_samputnam/status/2003304199698940134)  2025-12-23T03:18Z [----] followers, [--] engagements


"$STLD is lowest cost steel producer in North America. 2.5% dividend. Second-order AI play that nobodys watching while they fight over $NVDA $AMD chips"  
[X Link](https://x.com/_samputnam/status/2003304242153685312)  2025-12-23T03:18Z [----] followers, [---] engagements


"$EAT downside: 20-30% if consumer cracks. Upside: $200-250 fair value is 67% return. Compare to $NVDA needing to hit $1800 to 10x from $180"  
[X Link](https://x.com/_samputnam/status/2003304275863290263)  2025-12-23T03:18Z [----] followers, [--] engagements


"$VRTX expanding into pain kidney disease diabetes. They have cash to acquire smaller biotechs. Quality growth at reasonable price with M&A tailwinds coming"  
[X Link](https://x.com/_samputnam/status/2003304319077245397)  2025-12-23T03:19Z [----] followers, [--] engagements


"OpenAI raising $100B this week. Largest private round ever. Saudi Arabia UAE Norway money. AI capex going from $320B in [----] to $520-530B in [----]. $MSFT $GOOGL benefit"  
[X Link](https://x.com/_samputnam/status/2003304351977369627)  2025-12-23T03:19Z [----] followers, [--] engagements


"$EAT went viral on TikTok. Gen Z discovered Chilis. Three-for-me deals became a phenomenon. Same store sales up 14%+ from traffic not pricing"  
[X Link](https://x.com/_samputnam/status/2003304444730167443)  2025-12-23T03:19Z [----] followers, [--] engagements


"Fed rate cuts reopen IPO markets and M&A activity. $AIG benefits from increased insurance demand without AI hype valuations. Deregulation reduces compliance costs"  
[X Link](https://x.com/_samputnam/status/2003304478607630430)  2025-12-23T03:19Z [----] followers, [--] engagements


"$LVS gets 70% revenue from Macau and Singapore not US. Premium customers higher margins. Trading at 15x earnings. Convention business at all-time highs"  
[X Link](https://x.com/_samputnam/status/2003304513575485929)  2025-12-23T03:19Z [----] followers, [--] engagements


"COVID stimulus: $931B total $100B went straight to markets. $AAPL up 82% $AMZN up 79% $TSLA up 394%. But that money went to stay-home stocks. This time it goes to experiences"  
[X Link](https://x.com/_samputnam/status/2003304701010543096)  2025-12-23T03:20Z [----] followers, [--] engagements


"$BMY at 8x forward earnings 5% dividend. Developing GLP-1 competitor for $100B obesity market by [----]. Patent cliff fears already priced in"  
[X Link](https://x.com/_samputnam/status/2003304782828822536)  2025-12-23T03:20Z [----] followers, [--] engagements


"Half of publicly traded biotech trades below cash right now. Big pharma has trillions to deploy. $VRTX dominates cystic fibrosis with 90%+ market share and recurring revenue"  
[X Link](https://x.com/_samputnam/status/2003304814797808017)  2025-12-23T03:21Z [----] followers, [--] engagements


"$STLD at 6x earnings vs $NVDA at 26x. Both benefit from AI buildout. Data centers need massive steel before they need GPUs. 12-year backlogs on power transmission"  
[X Link](https://x.com/_samputnam/status/2003304850105467302)  2025-12-23T03:21Z [----] followers, [--] engagements


"$AIG benefits from yield curve normalization. Banks borrow short lend long. Inverted curve crushed them for [--] years. Now short rates dropping while long stays elevated"  
[X Link](https://x.com/_samputnam/status/2003304897484362055)  2025-12-23T03:21Z [----] followers, [--] engagements


"$EAT trading at 13x earnings with 29% growth. PEG ratio [----]. Meanwhile $CMG trades at 45x and $DPZ at 25x. Chilis grew faster than both last quarter. https://santosdebronze.blogspot.com/2025/12/episodeg-requiem-capitulo-70.html https://santosdebronze.blogspot.com/2025/12/episodeg-requiem-capitulo-70.html"  
[X Link](https://x.com/_samputnam/status/2003304945446265333)  2025-12-23T03:21Z [----] followers, [---] engagements


"$ARWR partnerships with major pharma validate the RNA platform. Late-stage programs succeeding trigger massive revaluation while $GEHC imaging equipment grows incrementally"  
[X Link](https://x.com/_samputnam/status/2003666197913784515)  2025-12-24T03:17Z [----] followers, [---] engagements


"When $SPY drops 30% you dont rebalance calmly. You panic sell while $PAYX holders who survived [----] [----] [----] stay calm and compound wealth through cycles"  
[X Link](https://x.com/_samputnam/status/2003666333368717318)  2025-12-24T03:17Z [----] followers, [--] engagements


"$BIDU at these prices assumes China irrelevant in AI. If they stay competitive in their market mispricing is enormous versus $FASTs industrial distribution at peaks"  
[X Link](https://x.com/_samputnam/status/2003666381280293199)  2025-12-24T03:17Z [----] followers, [--] engagements


"$BMY navigated patent cliffs successfully with pipeline assets. Institutions abandoned it chasing $FICO growthnow rotate back as 5% yield becomes attractive in normalized rates"  
[X Link](https://x.com/_samputnam/status/2003666424531943599)  2025-12-24T03:17Z [----] followers, [--] engagements


"Infrastructure needs insurancedata centers factories cyber liability. $AIG captures the boom $CPRT and salvage plays miss without tech bubble correction exposure"  
[X Link](https://x.com/_samputnam/status/2003666458987884814)  2025-12-24T03:18Z [----] followers, [---] engagements


"$BIDU spending massively on AI infrastructure like US companies. Volume-based model continues regardless of what $MCHP or industrial chip demand does cyclically"  
[X Link](https://x.com/_samputnam/status/2003666688194281618)  2025-12-24T03:18Z [----] followers, [--] engagements


"Societal stress means more prescriptions and chronic disease management. $BMY captures this trend while $ZS sells security software into uncertain IT budgets"  
[X Link](https://x.com/_samputnam/status/2003666730644873327)  2025-12-24T03:19Z [----] followers, [--] engagements


"The Fed loses $100B annually on its balance sheet. $AIG benefits from rate normalization while $CARR focuses on HVAC in a slowing construction environment"  
[X Link](https://x.com/_samputnam/status/2003666769232494614)  2025-12-24T03:19Z [----] followers, [--] engagements


"When $ARWR announces trial data stocks double before market open. Biotech catalysts create overnight wealth unlike $DDOG s gradual SaaS expansion already priced in"  
[X Link](https://x.com/_samputnam/status/2003666852505846247)  2025-12-24T03:19Z [----] followers, [---] engagements


"Back tests look perfect going up and right. Reality is panic when $ABNB drops 30% in a weekyou sell at bottoms instead of buying dips like charts suggest"  
[X Link](https://x.com/_samputnam/status/2003666967174218078)  2025-12-24T03:20Z [----] followers, [--] engagements


"$BIDU dominates maps and search with Apollo autonomous rivaling US programs. Youre getting ambition at a discount while $ADBE trades on subscription stability at peaks"  
[X Link](https://x.com/_samputnam/status/2003667020311863801)  2025-12-24T03:20Z [----] followers, [--] engagements


"$BMY destroyed during zero rates because yield didnt matter. Now pharma at 8x looks attractive versus $WDAY at 6x sales with AI uncertainty and execution risk"  
[X Link](https://x.com/_samputnam/status/2003667065622921494)  2025-12-24T03:20Z [----] followers, [--] engagements


"Boeing expanded plants 50% and facilities need comprehensive insurance. $AIG provides coverage across capex while $CRWD focuses on cyber security at nosebleed valuations"  
[X Link](https://x.com/_samputnam/status/2003667114637308334)  2025-12-24T03:20Z [----] followers, [--] engagements


"Avoiding one bad day beats catching every good day. When $SPY crashes 30% cash saves you while $MRVL buy-and-holders need years to recover from panic selling"  
[X Link](https://x.com/_samputnam/status/2003667233499975863)  2025-12-24T03:21Z [----] followers, [--] engagements


"China is in an AI race and wont quit. $BIDU benefits from government spending like $REGN benefits from US healthcaredifferent markets similar dynamics different prices"  
[X Link](https://x.com/_samputnam/status/2003667280236822658)  2025-12-24T03:21Z [----] followers, [--] engagements


"Insurance companies couldnt earn returns at zero rates so $AIG languished. Now investment income returns while $SNPS still chases growth at premium multiples"  
[X Link](https://x.com/_samputnam/status/2003667373094764603)  2025-12-24T03:21Z [----] followers, [--] engagements


"$ARWR has multiple shots on goal with different programs. One success pays for everything unlike $KLAC s AI bets already priced into semiconductor valuations"  
[X Link](https://x.com/_samputnam/status/2003667435325653098)  2025-12-24T03:21Z [----] followers, [---] engagements


"When markets crash 30% you sell at the bottom. $ISRG compounds because patient capital holds through drawdowns while retail money evaporates chasing momentum"  
[X Link](https://x.com/_samputnam/status/2003667552204128581)  2025-12-24T03:22Z [----] followers, [--] engagements


"$BIDU s business model is volume and employment. Chinese plans continue even if $ANET customers reduce AI spending on disappointing returns"  
[X Link](https://x.com/_samputnam/status/2003667608030314711)  2025-12-24T03:22Z [----] followers, [--] engagements


"$BMY pipeline targets obesity and immunology. Single-digit multiples during zero rates while $AMGN commanded premiumsgap closes as fundamentals matter over narratives"  
[X Link](https://x.com/_samputnam/status/2003667669971829238)  2025-12-24T03:22Z [----] followers, [--] engagements


"$ARWR could announce Phase [--] results tomorrow and triple. FDA milestones create overnight wealth unlike $NOW s incremental SaaS improvements already priced in"  
[X Link](https://x.com/_samputnam/status/2003667809142980654)  2025-12-24T03:23Z [----] followers, [---] engagements


"The $SPY went up since [----] but traders lost money. Drawdowns destroy you emotionally unlike $HON holders who stomach volatility with long-term conviction"  
[X Link](https://x.com/_samputnam/status/2003667853585834070)  2025-12-24T03:23Z [----] followers, [---] engagements


"$BIDU invests heavily in AI like US companies but trades at a discount to $ORCL $INTU and enterprise software. Geopolitical risk priced inopportunity if China stays relevant"  
[X Link](https://x.com/_samputnam/status/2003667892517372332)  2025-12-24T03:23Z [----] followers, [---] engagements


"Pharma demand increases when unemployment rises and society stresses. $BMY sells essential medications while $TXN competes in cyclical semiconductor markets"  
[X Link](https://x.com/_samputnam/status/2003667931927052499)  2025-12-24T03:23Z [----] followers, [--] engagements


"Buy and hold works for algorithms not humans. When $PEP drops 30% in a week you panicyou dont calmly rebalance like institutional desks do"  
[X Link](https://x.com/_samputnam/status/2003668191546081479)  2025-12-24T03:24Z [----] followers, [--] engagements


"$BIDU has 70% search dominance in the worlds second-largest economy. Fear crushes the multiple while $AMD gets premium valuations despite China exposure risks"  
[X Link](https://x.com/_samputnam/status/2003668230943178891)  2025-12-24T03:25Z [----] followers, [--] engagements


"$BMY pays 5% at 8x earnings. Buyers who chased $MRK during QE now need yield as the Feds asset inflation trade ends and fundamentals matter again"  
[X Link](https://x.com/_samputnam/status/2003668268788392173)  2025-12-24T03:25Z [----] followers, [--] engagements


"$ARWR targets liver disease cardiovascular and the obesity market. Trial results create 100% overnight movesnot the incremental progress $CVX delivers in energy"  
[X Link](https://x.com/_samputnam/status/2003668351391088688)  2025-12-24T03:25Z [----] followers, [---] engagements


"$BIDU trades at a fraction of US valuations despite leading Chinas AI buildout. Saudi and UAE money flows to OpenAI while this sits mispriced versus $BAC s position"  
[X Link](https://x.com/_samputnam/status/2003668439601397821)  2025-12-24T03:25Z [----] followers, [--] engagements


"Societal stress increases mental health prescriptions and chronic disease management. $BMY benefits from this structural trend while $NFLX sells entertainment people can cancel"  
[X Link](https://x.com/_samputnam/status/2003668473780556041)  2025-12-24T03:26Z [----] followers, [--] engagements


"RNA interference is validated technology with major pharma partnerships. $ARWR offers proven science with multiple shots on goal while $ABBV pays mature multiples"  
[X Link](https://x.com/_samputnam/status/2003668576268616160)  2025-12-24T03:26Z [----] followers, [---] engagements


"When VIX spikes institutions buy insurance and risk comes off. Avoiding one 30% crash beats catching every 2% rally in $HD or the broader market"  
[X Link](https://x.com/_samputnam/status/2003668736755253661)  2025-12-24T03:27Z [----] followers, [--] engagements


"$BIDU s Apollo autonomous program rivals US tech. Youre getting Chinas AI leadership at a discount while $MA and $ORCL trade at nosebleed valuations"  
[X Link](https://x.com/_samputnam/status/2003668806242361717)  2025-12-24T03:27Z [----] followers, [---] engagements


"Zero rates crushed pharma because yield-seeking money chased growth. $BMY sat at 8x while $UNH and growth stocks soared. Now rates matter and money flows back"  
[X Link](https://x.com/_samputnam/status/2003668840446853481)  2025-12-24T03:27Z [----] followers, [---] engagements


"Boeing increased plant capacity 50%. Those buildouts need property insurance liability workers comp. $AIG captures this without the software multiples $XOM avoids entirely"  
[X Link](https://x.com/_samputnam/status/2003668892997349733)  2025-12-24T03:27Z [----] followers, [--] engagements


"$ARWR has multiple late-stage clinical programs. Any positive result moves biotech 50-200% in a daypredictable catalysts unlike $WMT s steady grind"  
[X Link](https://x.com/_samputnam/status/2003668961444147622)  2025-12-24T03:28Z [----] followers, [---] engagements


"The $SPY averages 10% annually since [----] but retail traders lose money. Drawdowns wipe you out emotionally while $JPM and institutions hold through volatility"  
[X Link](https://x.com/_samputnam/status/2003669007199797439)  2025-12-24T03:28Z [----] followers, [--] engagements


"Chinas 5-year plans dont stop. $BIDU invests in AI and autonomous driving with Apollo rivaling anything $V or payment networks see in the US market"  
[X Link](https://x.com/_samputnam/status/2003669047662297540)  2025-12-24T03:28Z [----] followers, [--] engagements


"$BMY navigated patent cliffs before with pipeline in obesity oncology immunology. Economic stress increases pharma demand unlike discretionary spending hitting $AVGO customers"  
[X Link](https://x.com/_samputnam/status/2003669086887379221)  2025-12-24T03:28Z [----] followers, [--] engagements


"$AIG insures the data centers factories and infrastructure everyones building. Youre playing the capex boom $LLY and others create without paying bubble valuations"  
[X Link](https://x.com/_samputnam/status/2003669125487558766)  2025-12-24T03:28Z [----] followers, [---] engagements


"@MoistMango12 @RetiredTrader_ unless i misunderstand you didnt lose money- you withdrew if got $100k withdraw $60k and finish with $80kthat would check outidk"  
[X Link](https://x.com/_samputnam/status/2007240487946866705)  2026-01-02T23:59Z [----] followers, [---] engagements


"$BIDU is Chinas search leader at 70% market share trading at a fraction of what youd pay for $AMZN. Same AI race massively different valuation due to fear"  
[X Link](https://x.com/anyuser/status/2003669370757877997)  2025-12-24T03:29Z [----] followers, [---] engagements


"$BMY trades at 8x earnings with a 5% dividend. Pension funds abandoned pharma to chase $MSFT during QE. Now yield matters and institutional money rotates back"  
[X Link](https://x.com/anyuser/status/2003669467973538124)  2025-12-24T03:30Z [----] followers, [---] engagements


"This Stock Is The STEAL Of A Century https://x.com/i/broadcasts/1YqJDNngzbQKV https://x.com/i/broadcasts/1YqJDNngzbQKV"  
[X Link](https://x.com/_samputnam/status/2005304252596638196)  2025-12-28T15:46Z [----] followers, [--] engagements


"⚠WATCH IF YOU OWN #PLTR #SOFI #NVDA #AMD #HOOD #TSLA https://x.com/i/broadcasts/1jMJgRXlAelGL https://x.com/i/broadcasts/1jMJgRXlAelGL"  
[X Link](https://x.com/_samputnam/status/2008539024601084071)  2026-01-06T13:59Z [----] followers, [---] engagements


"Over [---] next-gen GLP-1 drugs across [--] companies target the $100B obesity market by [----]. $ARWR has RNA interference programs here while $BRK.B stays conservative"  
[X Link](https://x.com/_samputnam/status/2003669750803759274)  2025-12-24T03:31Z [----] followers, [---] engagements


"Leaked: FEDs Massive Bailout 🔴Live https://x.com/i/broadcasts/1dRJZaNRAPdGB https://x.com/i/broadcasts/1dRJZaNRAPdGB"  
[X Link](https://x.com/_samputnam/status/2011072831531184488)  2026-01-13T13:48Z [----] followers, [--] engagements


"⚠WATCH IF YOU OWN #PLTR #SOFI #NVDA #AMD #HOOD #TSLA https://x.com/i/broadcasts/1dRKZaNeBjQxB https://x.com/i/broadcasts/1dRKZaNeBjQxB"  
[X Link](https://x.com/_samputnam/status/2011442319015436375)  2026-01-14T14:16Z [----] followers, [---] engagements


"1000 YouTube subscribers. Still sinking in. Massive thanks to everyone whos been watching sharing and supporting. Wouldnt be here without you. Link in bio if you want to see what its all about"  
[X Link](https://x.com/_samputnam/status/1978558865185587447)  2025-10-15T20:29Z [----] followers, [----] engagements


"$LMND wants to be the $NRDS of insurance. Problem is NerdWallet built brand trust. Lemonade is still just buying clicks and hoping people convert. Chart's hot though"  
[X Link](https://x.com/_samputnam/status/1987351634494538239)  2025-11-09T02:48Z [----] followers, [---] engagements


"Energy names mixed: $PARR and $DVN up but $NEE and others selling off slightly despite the $XLE ETF rising. Sector rotation within energy continues. Pick your spots carefully"  
[X Link](https://x.com/_samputnam/status/1995841386470637880)  2025-12-02T13:04Z [----] followers, [---] engagements


"High volume closes work when institutions accumulate over days. They cant pile into $TVTX or $PARR with $40M daily volume. They need $ULTA moving $5B a day"  
[X Link](https://x.com/_samputnam/status/1998716929284907219)  2025-12-10T11:30Z [----] followers, [---] engagements


"$PARR and $DINO oil stocks sold off. Different exposure than the mobile power plays tapping pipelines directly for data centers"  
[X Link](https://x.com/_samputnam/status/1999507008421028234)  2025-12-12T15:49Z [----] followers, [--] engagements


"The Fed lost $100B annually buying bonds at high prices with low rates. This creates opportunities in assets left behind while $GOOGL captured all the QE liquidity"  
[X Link](https://x.com/_samputnam/status/2003669413137088658)  2025-12-24T03:29Z [----] followers, [--] engagements


"$AIG makes money two ways: underwriting premiums and investing them. Zero rates killed that second income stream. Now rates normalized while $AAPL still trades at peak multiples"  
[X Link](https://x.com/anyuser/status/2003669506410131937)  2025-12-24T03:30Z [----] followers, [---] engagements


"$ARWR could double overnight on Phase [--] trial results. FDA milestones create instant revaluationsnot the narrative speculation driving $NVDA to 50x sales"  
[X Link](https://x.com/_samputnam/status/2003669547954606511)  2025-12-24T03:30Z [----] followers, [---] engagements


"Trumps Energy Stocks Will Help You Retire Early https://x.com/i/broadcasts/1MYxNlPYWVRGw https://x.com/i/broadcasts/1MYxNlPYWVRGw"  
[X Link](https://x.com/_samputnam/status/2004304644559036847)  2025-12-25T21:34Z [----] followers, [--] engagements


"They Are About to RESET Your Money (Pay Attention) https://x.com/i/broadcasts/1MnxnPQorjLGO https://x.com/i/broadcasts/1MnxnPQorjLGO"  
[X Link](https://x.com/_samputnam/status/2005997278499332348)  2025-12-30T13:39Z [----] followers, [--] engagements


"⚠WATCH IF YOU OWN #PLTR #SOFI #NVDA #AMD #HOOD #TSLA https://x.com/i/broadcasts/1OyJAjYlLAOxb https://x.com/i/broadcasts/1OyJAjYlLAOxb"  
[X Link](https://x.com/_samputnam/status/2006357724532285471)  2025-12-31T13:32Z [----] followers, [--] engagements


"⚠WATCH IF YOU OWN #PLTR #SOFI #NVDA #AMD #HOOD #TSLA https://x.com/i/broadcasts/1rmxPvAQwNdGN https://x.com/i/broadcasts/1rmxPvAQwNdGN"  
[X Link](https://x.com/_samputnam/status/2007085354223075525)  2026-01-02T13:43Z [----] followers, [---] engagements


"⚠WATCH IF YOU OWN #PLTR #SOFI #NVDA #AMD #HOOD #TSLA https://x.com/i/broadcasts/1kvJpMeYvXZxE https://x.com/i/broadcasts/1kvJpMeYvXZxE"  
[X Link](https://x.com/_samputnam/status/2008175652118413599)  2026-01-05T13:56Z [----] followers, [--] engagements


"⚠WATCH IF YOU OWN #PLTR #SOFI #NVDA #AMD #HOOD #TSLA https://x.com/i/broadcasts/1zqJVdeWeaDKB https://x.com/i/broadcasts/1zqJVdeWeaDKB"  
[X Link](https://x.com/_samputnam/status/2008892198272802945)  2026-01-07T13:23Z [----] followers, [--] engagements


"⚠WATCH IF YOU OWN #PLTR #SOFI #NVDA #AMD #HOOD #TSLA https://x.com/i/broadcasts/1yoKMPXVBrkxQ https://x.com/i/broadcasts/1yoKMPXVBrkxQ"  
[X Link](https://x.com/_samputnam/status/2009265535846924673)  2026-01-08T14:06Z [----] followers, [--] engagements


"This Stock Is The STEAL Of A Century https://x.com/i/broadcasts/1RDxlArrPDOKL https://x.com/i/broadcasts/1RDxlArrPDOKL"  
[X Link](https://x.com/_samputnam/status/2009621933206405336)  2026-01-09T13:43Z [----] followers, [--] engagements


"Most People Are Not Ready For Whats About to Happen https://x.com/i/broadcasts/1dRJZaNVyMoGB https://x.com/i/broadcasts/1dRJZaNVyMoGB"  
[X Link](https://x.com/_samputnam/status/2010830814930764007)  2026-01-12T21:46Z [----] followers, [--] engagements


"If You Love Nvidia This Stock is Next (Get in Early) https://x.com/i/broadcasts/1BRKjgBQjwwGw https://x.com/i/broadcasts/1BRKjgBQjwwGw"  
[X Link](https://x.com/_samputnam/status/2011801794696135010)  2026-01-15T14:04Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing