#  @anandragn Anand Several stocks are making significant moves, including $PLTR, $SOFI, and $UNH, which reported strong earnings and beat expectations. $IREN and $TEM also reported earnings, with $TEM declining despite beating sales estimates. The market is seeing a rotation into quality big-cap names, with $GOOGL, $AMD, and $NVDA making fresh all-time highs. ### Engagements: [-------] [#](/creator/twitter::166878441/interactions)  - [--] Week [-------] -4.60% - [--] Month [---------] +71% - [--] Months [----------] +96% - [--] Year [----------] +75% ### Mentions: [--] [#](/creator/twitter::166878441/posts_active)  - [--] Week [---] -38% - [--] Month [---] +22% - [--] Months [-----] +48% - [--] Year [-----] -16% ### Followers: [------] [#](/creator/twitter::166878441/followers)  - [--] Week [------] +0.30% - [--] Month [------] +4% - [--] Months [------] +42% - [--] Year [------] +105% ### CreatorRank: [------] [#](/creator/twitter::166878441/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #1979 [finance](/list/finance) #3307 [technology brands](/list/technology-brands) 18.59% [social networks](/list/social-networks) 8.97% [cryptocurrencies](/list/cryptocurrencies) 6.41% [automotive brands](/list/automotive-brands) 1.28% [countries](/list/countries) 1.28% [nba](/list/nba) 1.28% [exchanges](/list/exchanges) 0.64% **Social topic influence** [stocks](/topic/stocks) #551, [$iren](/topic/$iren) #124, [$apld](/topic/$apld) #17, [$lite](/topic/$lite) #41, [$rddt](/topic/$rddt) #51, [environment](/topic/environment) #168, [in the](/topic/in-the) 6.41%, [$mu](/topic/$mu) #21, [$sndk](/topic/$sndk) #14, [$app](/topic/$app) #42 **Top accounts mentioned or mentioned by** [@jonahlupton](/creator/undefined) [@don7spy](/creator/undefined) [@ripster47](/creator/undefined) [@mmonis](/creator/undefined) [@jarvisflow](/creator/undefined) [@morpheus7447x](/creator/undefined) [@grok](/creator/undefined) [@nickschmidt](/creator/undefined) [@veekay0606](/creator/undefined) [@d3gsolutions](/creator/undefined) [@speculatorwalt](/creator/undefined) [@traderzmoon](/creator/undefined) [@niraoo7](/creator/undefined) [@ivaylopashov](/creator/undefined) [@dekruh](/creator/undefined) [@granvs001](/creator/undefined) [@misterspread](/creator/undefined) [@relentlessbid](/creator/undefined) [@investright42](/creator/undefined) [@artemkt](/creator/undefined) **Top assets mentioned** [Iris Energy Limited (IREN)](/topic/$iren) [Applied Digital Corp. (APLD)](/topic/$apld) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Reddit, Inc. (RDDT)](/topic/$rddt) [Micron Technology, Inc. (MU)](/topic/$mu) [Sandisk Corporation (SNDK)](/topic/$sndk) [AppLovin Corporation (APP)](/topic/$app) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [UiPath, Inc. (PATH)](/topic/$path) [TeraWulf Inc. (WULF)](/topic/$wulf) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Bitcoin (BTC)](/topic/$btc) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [CoreWeave, Inc (CRWV)](/topic/$crwv) [MP Materials Corp. (MP)](/topic/$mp) [Bloom Energy Corporation (BE)](/topic/$be) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Planet Labs PBC (PL)](/topic/$pl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Stacks (STX)](/topic/$stx) [Coldstack (CLS)](/topic/$cls) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Ethereum (ETH)](/topic/$eth) [Snowflake Inc. (SNOW)](/topic/$snow) [Microsoft Corp. (MSFT)](/topic/microsoft) [Braze Inc. (BRZE)](/topic/braze-inc) [Ciena Corporation (CIEN)](/topic/$cien) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Coherent Inc (COHR)](/topic/$cohr) [Lemonade, Inc. (LMND)](/topic/$lmnd) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) ### Top Social Posts Top posts by engagements in the last [--] hours "Friendly reminder to the good souls following random people flexing their [--] shares of the highest beta momo names then pounding the table with KNOW WHAT YOU OWN like theyre running a sovereign wealth fund. Yes. Please do know what you own for god's sake. This market is actively hunting to take your money away if: [--]. You truly dont know what youre doing [--]. Youre not nimble or fluid enough to change your opinion quickly and instead clinging on to strong opinions [--]. Youre listening to random voices and trading on borrowed This market is actively hunting to take your money away if: [--]. You truly" [X Link](https://x.com/anandragn/status/2021648152714228073) 2026-02-11T18:10Z 31.5K followers, 10.9K engagements "$PATH breaking $PATH to nowhere $PATH to AgenticAI $PATH to its a [--] year story bro $PATH to but but but the TAM is huge $PATH to "when in doubt add a buzzword" $PATH to averaging down is a spiritual conviction $PATH to discovering what high beta really means $PATH to annual bagholder reunion (chips + salsa included) Which stock is overrated on this app Ill start: $PATH Sorry PATH bulls nothing against anybody. Not sure why it gets so much attention with mediocre fundamentals. Just agentic buzzword doesnt move stocks gotta show it in earnings. And look at the way it trades π€¦β Which stock is" [X Link](https://x.com/anandragn/status/2021654048550641748) 2026-02-11T18:34Z 31.5K followers, 18.5K engagements "Coincidentally reactions to my $IREN post yesterday felt a lot like the replies to my $PATH post back in January. Same tone. Same club member energy. All for a fairly objective read of price action. Subtle tells. Sometimes reply guys give you additional conviction/edge. $IREN is starting to look more like a short than a long around $45-$46 Clear LH & LL it has one of the weaker names post-earnings despite bounce ER was below par mgmt didnt offer much clarity around forward deals or visibility. Meanwhile $APLD & $WULF have continued to $IREN is starting to look more like a short than a long" [X Link](https://x.com/anandragn/status/2021660136880976145) 2026-02-11T18:58Z 31.5K followers, 16.7K engagements "Feels like tonight and tomorrow were going to see a few capitulatory actions across many asset classes. Doesnt mean its a straight up LONG everything and we go to the merry way. But perhaps some sort of a tradeable bottom to work off of is probably getting closer" [X Link](https://x.com/anandragn/status/2019578949203030267) 2026-02-06T01:08Z 31.5K followers, 26.7K engagements "$NBIS tomorrow before the bell could legit break or ignite the data center theme. I'm sure there aren't NBIS vs IREN fights right now cause they both need each other to perform well at this juncture. NBIS despite all the shenanigans last [--] months still hasn't filled the Microsoft deal gap up in September [----]. Sitting right at a spot where it can legit go in either direction. Good luck shareholders https://twitter.com/i/web/status/2021780894764126237 https://twitter.com/i/web/status/2021780894764126237" [X Link](https://x.com/anandragn/status/2021780894764126237) 2026-02-12T02:58Z 31.5K followers, 16.7K engagements "$MU $SNDK going per the plan. Pull in the parabolic short gang folks dont even put in the work to understand even a tiny bit about the supply/demand dynamics then rip their faces off. Already read plenty of hilarious takes in this pullback. Lets see if these form a base" [X Link](https://x.com/anandragn/status/2021935856383299973) 2026-02-12T13:14Z 31.5K followers, 18.4K engagements "$APP remains in a downtrend while I see people call bottom everyday. Every pop gets shorted. Bears are in control until further notice. All bottoms are simply local bottoms until this status quo changes. $APP It's been getting hit with short report after short report. More importantly it's purely unadulterated bearish price action today. Clean bear flag break how beautiful was that (not for the bulls though) https://t.co/6z2EVpCyv0 $APP It's been getting hit with short report after short report. More importantly it's purely unadulterated bearish price action today. Clean bear flag break how" [X Link](https://x.com/anandragn/status/2021970630024081408) 2026-02-12T15:32Z 31.5K followers, [----] engagements "$BRZE Braze Inc above [--] hold looks really good" [X Link](https://x.com/anandragn/status/1711419674351522039) 2023-10-09T16:33Z 31.5K followers, [----] engagements "$PLTR Beat and raise again Q3 Earnings: Adj EPS 0.21c vs Est 0.17C Sales $1.18 vs Est $1.09B Adj. EBITDA $606.5M vs Est $502.1M Guidance: Q4 Sales: $1.327B-$1.331B Full Year Guidance: Sales: $4.4B-$4.4B vs Est $4.14B-$4.15B Adj. Operating Profit: $2.15B-$2.16B vs Est $1.93B Stock +3% to flat now. $PLTR is reporting tomorrow after the bell. Consensus Estimates: EPS: $0.17 +70.0% YoY Sales: $1.10B +50.7% YoY Expectations are incredibly high. The company's management guided for 50% YoY revenue growth in Q3. While analysts expect massive growth in both Government (48%) $PLTR is reporting tomorrow" [X Link](https://x.com/anandragn/status/1985455346031227080) 2025-11-03T21:13Z 31.3K followers, 11.6K engagements "Apparently Retail is the new Semi/AI Infra Travel & Hospitality is the new Nuclear Medical Devices & Pharma is the new Quantum Breadth is expanding to other sectors into the year-end" [X Link](https://x.com/anandragn/status/1993702101705494975) 2025-11-26T15:23Z 31.4K followers, [----] engagements "$LITE hit [--] ATR above [--] day and got smacked a [--] sessions later. Entire optics theme is getting hit today with the other AI high fliers" [X Link](https://x.com/anandragn/status/1999560491765530873) 2025-12-12T19:22Z 31.4K followers, 21.6K engagements "Besides commodities and defensive names some of the best tech/growth stocks purely based on price action to me are $TSLA $RKLB $PL $LITE $COHR $CIEN $MU $APP $RDDT $PLTR $LMND $RIVN Still an environment where quality quantity matters a ton. Gotta be a very picky eater" [X Link](https://x.com/anandragn/status/2002040757843353985) 2025-12-19T15:38Z 31.4K followers, 12.3K engagements "$ALAB In the world of Astera Labs strength buyers are generally Lab Rats.Sophisticated lab rats running at PCIe [---] speeds" [X Link](https://x.com/anandragn/status/2008270673832276057) 2026-01-05T20:13Z 31.4K followers, 10.3K engagements "$EOSE This thing looks ready to rip if the market cooperates. Best entries are around the low $14s" [X Link](https://x.com/anandragn/status/2009667549840191567) 2026-01-09T16:44Z 31.4K followers, 45.6K engagements "Rare Earths & Critical Minerals Over the last [--] hours something meaningful changed. The US government shifted roles from regulator to buyer of last resort. On Wednesday Trump invoked Section [---] pushing negotiators to establish price floors for critical minerals. The goal is to protect domestic producers from foreign dumping and make sure US-based mining is economically viable. Then on Thursday the SECURE Minerals Act was introduced. It establishes a $2.5B Strategic Resilience Reserve run by an independent entity with the authority/mandate to buy assets and help stabilize prices. A simple" [X Link](https://x.com/anandragn/status/2012616156318732472) 2026-01-17T20:00Z 31.5K followers, 119.6K engagements "$IREN $APLD Kings" [X Link](https://x.com/anandragn/status/2014741722010354173) 2026-01-23T16:47Z 31.3K followers, [----] engagements "$NBIS is officially the worst-performing data center stock based purely on price action. That crown used to belong to $CRWV but "lately" NBIS fought hard and took the title convincingly. Hard-fought victory went down to the clutch" [X Link](https://x.com/anandragn/status/2014770536992161942) 2026-01-23T18:41Z 31.3K followers, 64.4K engagements "Posted $RKLB $PL $ASTS $MU $SNDK Wrote an entire thesis for the memory bull run and the rationale. Shared $IREN entry around $42-43 here as it happened literally shared real time. And then this REE all before the move. Its almost as if some people are really here to hate than learn. Literally wrote an entire thesis post for Rare Earth last Saturday nothing behind any paywall. Man people are insufferable. It is helping a ton of people and thats all I care. I have been doing this havent charged a dime for [--] fucking years. I dont know many who has done that let alone consistently. Doing this at" [X Link](https://x.com/anandragn/status/2015794458529259925) 2026-01-26T14:30Z 31.3K followers, [----] engagements "Of all the small-cap rare earth names the irony is one of the biggest in terms of market cap with the best fundamentals that trade like an absolute shitco and that title goes to $MP" [X Link](https://x.com/anandragn/status/2015807687682875775) 2026-01-26T15:22Z 31.3K followers, 17.4K engagements "$LITE stay light on this name says my boy with some confidence. Three black crows confirmed π¬" [X Link](https://x.com/anandragn/status/2016009040199901441) 2026-01-27T04:43Z 31.3K followers, 11.7K engagements "$MU is gapping up +5% on news that President Trump is planning to issue 25% tariffs on South Korea. That matters a lot because SK Hynix and Samsung the other major memory producers are both based in South Korea. That leaves Micron as the only US based memory player with some serious tailwinds. In addition to that Micron with partnership with the U.S. government announced plans for roughly $200 billion investment in domestic memory manufacturing and R&D across Idaho New York Virginia and other states tied to CHIPS Act. There is no tariffs for the Memory built in America. Memory is the new GPU." [X Link](https://x.com/anandragn/status/2016125275969368353) 2026-01-27T12:24Z 31.3K followers, 26.8K engagements "@NickSchmidt LFG π° $IREN Break out of this flag and $60 65-66 can come fast. $APLD is another one I traded decently. Still choppy. Very few stocks are worth holding right now been a challenging market as they keep kicking out stops on either side. Theyre killing both bulls & bears π " [X Link](https://x.com/anandragn/status/2016219814293889333) 2026-01-27T18:40Z 31.3K followers, [---] engagements "$IREN $APLD still kings ππ«‘" [X Link](https://x.com/anandragn/status/2016250380225577225) 2026-01-27T20:42Z 31.3K followers, [----] engagements "$MU Full year EPS went from -$5.34 in [----] to $0.70 in [----] to $7.59 in [----] During the same period from [----] to [----] their Sales went from $15B to $37B But here is the mind blowing part. Microns FY [----] EPS is expected to be $33 yes thats not a typo. And their Sales during the same period is expected to double as well. Not only did I doubt own work I went and checked multiple sources. And yep these video game numbers arent fake. This really reminds of the video game numbers that $NVDA s put up between [----] and [----]. $MU could really be the next trillion dollar company thats sliding right in" [X Link](https://x.com/anandragn/status/2016322891294572950) 2026-01-28T01:30Z 31.4K followers, 51.6K engagements "Knowing what to buy is more than half the battle. Get into the right name follow your process and let it work in your favor is how to be consistent at this. There is a clear reason why $APLD has been leading. The reported a revenue increase of 250% YoY and an EPS increase of 89% YoY Market could also be optimistic about $NVDA s 2B injection into $CRWV possibly flowing into like APLD which has a 400MW lease from CoreWeave. Its all about cutting through the noise and getting to the signal soon. $APLD reported one of the best earnings of this earnings season thus far. In addition to it combining" [X Link](https://x.com/anandragn/status/2016510616358293534) 2026-01-28T13:56Z 31.3K followers, [----] engagements "$STX what a monster +20% CANSLIM filter almost never misses. Monster stocks can be caught with this" [X Link](https://x.com/anandragn/status/2016562094104097106) 2026-01-28T17:20Z 31.4K followers, [----] engagements "Hardcore bulls known to mankind [--]. Tom Lee [--]. Cathie Wood [--]. Jerome Powell . . . . . [-----]. Chicago Bulls" [X Link](https://x.com/anandragn/status/2016601248812675513) 2026-01-28T19:56Z 31.3K followers, [----] engagements "Breaking: $TSLA stock goes up +3.5% after successfully reporting negative growth EPS: -32% YoY Revenue: -3% YoY EPS: Flat QoQ Revenue: -11% QoQ Headline is a double beat tho" [X Link](https://x.com/anandragn/status/2016620847524397465) 2026-01-28T21:14Z 31.4K followers, 60.9K engagements "$IBM bazooka Q4 Earnings: Sales: $19.69B vs $19.23B est Adj EPS: $4.52 vs $4.32 est EPS: +15% YoY Sales: 12% YoY EPS: +71% QoQ Revenue: +21% QoQ +9% π₯" [X Link](https://x.com/anandragn/status/2016622579163763079) 2026-01-28T21:21Z 31.3K followers, [----] engagements "$GOOGL up AH The $META effect ad-market and AI being robust I mean not complaining at all" [X Link](https://x.com/anandragn/status/2016640343723106713) 2026-01-28T22:31Z 31.4K followers, [----] engagements "Administration: No price floors guaranteed for critical minerals. Shareholders: No price floors Yeah we noticed. $MP $USAR $CRML $UAMY" [X Link](https://x.com/anandragn/status/2016668785034326429) 2026-01-29T00:24Z 31.3K followers, 18.1K engagements "$MP X account out here calling out Reuters and its reporters for inaccurate/misleading reporting ππ€£ Ladies and gentlemen: another round of inaccurate and misleading reportingonce again inconsistent with the factsfrom the grandmaster himself Bravo $MP Ladies and gentlemen: another round of inaccurate and misleading reportingonce again inconsistent with the factsfrom the grandmaster himself Bravo $MP" [X Link](https://x.com/anandragn/status/2016707329798840639) 2026-01-29T02:57Z 31.3K followers, [----] engagements "@granvs001 Havent traded $CLS in a long time. Too late stage right now. So we shall see what the market says" [X Link](https://x.com/anandragn/status/2016886580372267193) 2026-01-29T14:50Z 31.3K followers, [---] engagements "@stocktalkweekly Youre not alone sir. Its like I go from feeling like a [---] IQ fund manager to [--] IQ college drop out investor every other day. Market is nuts π " [X Link](https://x.com/anandragn/status/2016943729064477047) 2026-01-29T18:37Z 31.4K followers, [----] engagements "@LeifSoreide @marketsurge On a trailing 12-month basis growing triple-digit EPS and Sales. Base case - it's expected to grow 30-40% next few years. Strong fundamentals strong theme technicals supporting. if things go well $75 ish next few monthsπ€ Best of luck Leif $SEI" [X Link](https://x.com/anandragn/status/2017028513316872356) 2026-01-30T00:14Z 31.3K followers, [---] engagements "$SNDK is at insanely extended levels here. For reference $SMCI topped on that notorious Feb 16th [----] when it was [----] ATR and 147% above its [--] SMA SNDK is currently approaching those levels [--] ATR +123% above its [--] SMA Absolute insanity There is a chance SNDK could flush to repair technicals despite the massive beat and raise. https://twitter.com/i/web/status/2017227985196040508 https://twitter.com/i/web/status/2017227985196040508" [X Link](https://x.com/anandragn/status/2017227985196040508) 2026-01-30T13:26Z 31.4K followers, 29.7K engagements "$APP It's been getting hit with short report after short report. More importantly it's purely unadulterated bearish price action today. Clean bear flag break how beautiful was that (not for the bulls though) Is there a news It is coming into the buy area https://t.co/Puhwivmvyr Is there a news It is coming into the buy area https://t.co/Puhwivmvyr" [X Link](https://x.com/anandragn/status/2017272916363067638) 2026-01-30T16:25Z 31.4K followers, 24K engagements "@mmonis $RDDT $APP both have been struggling with signs of slowing growth. Pretty much all 2024-25 leaders per se. Add short report into the equation + bearish market environment. Thats what is happening today imo" [X Link](https://x.com/anandragn/status/2017274948234977705) 2026-01-30T16:33Z 31.4K followers, [----] engagements "$SNDK already down -12% since the morning post around $669 ish Totally reminded me of $SMCI on that Feb 16th [----] morning. SNDK hasn't flushed as hard (yet) perhaps in the next couple of days it could depending on how the market behaves from here" [X Link](https://x.com/anandragn/status/2017282587165597765) 2026-01-30T17:03Z 31.4K followers, [----] engagements "Catch falling knives at your own peril. Goodbye $APP π" [X Link](https://x.com/anandragn/status/2017322287062552844) 2026-01-30T19:41Z 31.4K followers, [----] engagements "Same here. First half of Jan I made some nice progress and really good trades. 2nd half was a drag. Almost none of my recent trades found traction or even if they did a couple of days later gave back those gains. $MU $SNDK $IREN $APLD only stocks that kept me green all month. If not for those I would have ended red. Market seems correction bound to me. Weirdly gives me [----] vibes (to a lesser degree). Good luck Tito βπͺ https://twitter.com/i/web/status/2017682723071209902 https://twitter.com/i/web/status/2017682723071209902" [X Link](https://x.com/anandragn/status/2017682723071209902) 2026-01-31T19:33Z 31.3K followers, [----] engagements ""Nobody Outsmarts the Moving Averages" Not Michael Saylor. Not Tom Lee. And definitely not Robert Kiyosaki of Rich Dad Poor Dad fame. Back in late November [----] I highlighted that $BTC was at risk of entering a bear market if it lost the 50-week SMA a level that has consistently marked the bull-to-bear transition in past cycles. Fast forward a couple of months. BTC is now around $78K dipped as low as $75K today and suddenly the timeline is flooded with bottom calls and prediction tweets. This is where cutting through the noise instead of chasing opinions allows us to think clearly. Studying" [X Link](https://x.com/anandragn/status/2017765576815349999) 2026-02-01T01:02Z 31.4K followers, 117.8K engagements "$PLTR reporting after-hours $HOOD is set to report next week. As highlighted back in December its really likely that both are showing characteristic of a Stage [--] decline. That means any potential earnings related pop is more likely to sold into (going to watch keenly for signals). When prior leaders roll over after months and quarters of chop/distribution it isn't simply noise. Not something to be ignored. $PLTR and $HOOD are a microcosm of the current market environment. Bottoms are events Tops are a process Contrary to popular opinion tops don't form immediately especially in names that" [X Link](https://x.com/anandragn/status/2018311915236139179) 2026-02-02T13:13Z 31.4K followers, 24.3K engagements "Perhaps decent r/r on $ONDS right here took a stab at it back here around [-----] ish" [X Link](https://x.com/anandragn/status/2018334052378415455) 2026-02-02T14:41Z 31.4K followers, 21.4K engagements "No position. There is nothing I mean nothing that trades more like shitcoins than REE / critical metals stocks. Change my mind" [X Link](https://x.com/anandragn/status/2018336208418390290) 2026-02-02T14:50Z 31.4K followers, 14.3K engagements "$LITE was a miss saw that it had the wick fill entry just hesitated on Friday around close. extended here but been the theme with memory that continues to lead" [X Link](https://x.com/anandragn/status/2018347294748287479) 2026-02-02T15:34Z 31.4K followers, [----] engagements "$HOOD-winked bamboozled let us stray run amok and flat out deceived below [--] [--] [--] [--] week SMA $PLTR and $HOOD are a microcosm of the current market environment. Bottoms are events Tops are a process Contrary to popular opinion tops don't form immediately especially in names that were prior leaders. There's often a period of churn that can last weeks or even months. https://t.co/1mkFkCERb5 $PLTR and $HOOD are a microcosm of the current market environment. Bottoms are events Tops are a process Contrary to popular opinion tops don't form immediately especially in names that were prior leaders." [X Link](https://x.com/anandragn/status/2018353482793632128) 2026-02-02T15:59Z 31.4K followers, 19.7K engagements "$ONDS Nice rip I've changed my start based on this environment to make some sized quick trades (scalps) Can trim 1/2 1/3 around 11-11.25 or whatever fits your risk profile. Find the next nice r/r trade. I'm basically in cash flow mode right now barring Memory and Opticals. Perhaps decent r/r on $ONDS right here took a stab at it back here around [-----] ish. https://t.co/AValJeksOb Perhaps decent r/r on $ONDS right here took a stab at it back here around [-----] ish. https://t.co/AValJeksOb" [X Link](https://x.com/anandragn/status/2018396900592877785) 2026-02-02T18:51Z 31.5K followers, 13.1K engagements "Life comes at you fast - Stock edition: SaaS bros who hated on $PLTR from $10 to $200 now praying for PLTR to save their deeply bagged SaaS positions. Enter the messiah of AI once again Its poetic" [X Link](https://x.com/anandragn/status/2018441203990045058) 2026-02-02T21:47Z 31.3K followers, 22.7K engagements "Cheap can stay cheap far longer than you expect whilst the expensive can keep getting more expensive. In a bull market cheap is cheap for a reason. Thats one of the most expensive lessons the market teaches" [X Link](https://x.com/anandragn/status/2018728047675924909) 2026-02-03T16:47Z 31.4K followers, 15.3K engagements "This post really triggered a lot of $PATH bulls. All I shared was an unbiased no-BS read on the PATH's price action. Plenty of angry responses back then. If those same people had just cut or limited risk they wouldnt be down another -25% since. You can argue with me but can't argue with price. Again. is Agentic AI still in the room with us Asking for a friend. Stay humble or get humbled Which stock is overrated on this app Ill start: $PATH Sorry PATH bulls nothing against anybody. Not sure why it gets so much attention with mediocre fundamentals. Just agentic buzzword doesnt move stocks gotta" [X Link](https://x.com/anandragn/status/2018734654354809282) 2026-02-03T17:13Z 31.4K followers, 13.9K engagements "@JonahLupton Just relentless selling so much so that $RDDT is in a bear market while the market is still hanging around" [X Link](https://x.com/anandragn/status/2018763033242427867) 2026-02-03T19:06Z 31.5K followers, [----] engagements "Really frustrating chop out there as even the leaders are constantly shaking people while the laggards keep getting smoked. A lot of people had [----] as a tough year but Id honestly take a clean downtrend over this kind of messy chop. At least direction gives you clarity. Maybe things resolve soon software stocks finally put in a bottom and make a real comeback. Until then protecting both mental and financial capital matters the most. Easy to ruin the entire year as chop is dangerous" [X Link](https://x.com/anandragn/status/2018778048154488872) 2026-02-03T20:06Z 31.5K followers, 13.4K engagements "@espn @ShamsCharania Here we go again. Youre not the beard. Youre the problem" [X Link](https://x.com/anandragn/status/2018886335600394616) 2026-02-04T03:16Z 31.3K followers, [----] engagements "$GOOGL is set to report after the bell. Options market is pricing in roughly a $17-$18" [X Link](https://x.com/anandragn/status/2019055429783781774) 2026-02-04T14:28Z 31.4K followers, 12.7K engagements "Some really good companies are getting sold off like theyre going bankrupt. Who needs Netflix when the market is such a movie these days" [X Link](https://x.com/anandragn/status/2019059473856217528) 2026-02-04T14:44Z 31.3K followers, 12.2K engagements "$APP Don't respect risk pay the price Just that the price keeps going lower" [X Link](https://x.com/anandragn/status/2019062681920024849) 2026-02-04T14:57Z 31.4K followers, [----] engagements "meanwhile $RDDT just filled the Jul [----] monster earnings gap What a straight line massacre π«’" [X Link](https://x.com/anandragn/status/2019065003152638327) 2026-02-04T15:06Z 31.4K followers, [----] engagements "@Veekay0606 good fun cause I'm mostly cash while holding some leaders that go up one day then fade the next day. I can't imagine the pain that fully invested people are going through right now. Let alone ones that are on margin" [X Link](https://x.com/anandragn/status/2019076365534867486) 2026-02-04T15:51Z 31.4K followers, [---] engagements "@Veekay0606 $LITE $500 whole number as always :) Monster stock tho if it pulls back to lower levels will go right back to these names again" [X Link](https://x.com/anandragn/status/2019078064500548056) 2026-02-04T15:58Z 31.3K followers, [---] engagements "$IREN smoked. With high beta stocks gotta have a clear exit plan else they will crush accounts" [X Link](https://x.com/anandragn/status/2019079125919490430) 2026-02-04T16:02Z 31.3K followers, [----] engagements "$HOOD "There is nothing new on Wall Street. There can't be. Because speculation is as old as the hills. Whatever happens in the stock market today has happened before and will happen again." - Jesse Livermore $PLTR and $HOOD are a microcosm of the current market environment. Bottoms are events Tops are a process Contrary to popular opinion tops don't form immediately especially in names that were prior leaders. There's often a period of churn that can last weeks or even months. https://t.co/1mkFkCERb5 $PLTR and $HOOD are a microcosm of the current market environment. Bottoms are events Tops" [X Link](https://x.com/anandragn/status/2019081723187695631) 2026-02-04T16:12Z 31.3K followers, 25.1K engagements "First loss is usually the best loss. [--]. Enforces discipline [--]. Real-time risk management [--]. No "hope" no "narratives" no he said she said [--]. Zero Monday morning quarterbacking - no coulda/shoulda/woulda Preserves mental capital for the easier times. You don't get a Gold medal or a Nobel prize for struggling during a hard penny environment. For people who play both sides this can be ignored. https://twitter.com/i/web/status/2019097547197874565 https://twitter.com/i/web/status/2019097547197874565" [X Link](https://x.com/anandragn/status/2019097547197874565) 2026-02-04T17:15Z 31.4K followers, [----] engagements "$GOOGL beat Google Cloud crushed it. YouTube crushed it. CAPEX ballooned. Stock initial reaction is +3% oh wait -6% wait huh -4% now no no -2% now almost green well we going down again -1.5% -2.5% well its back green now +2% again down flat ok I give up" [X Link](https://x.com/anandragn/status/2019156889205108939) 2026-02-04T21:11Z 31.4K followers, 13.7K engagements "@TedHZhang Bill O' Neil would never trade a name like $AAOI but he will be all over $MU $LITE etc. perhaps $SNDK (not sure)" [X Link](https://x.com/anandragn/status/2019173337621033126) 2026-02-04T22:16Z 31.4K followers, [----] engagements "@NickSchmidt Haha. if the trade works out its short term sniping and skills. If it doesnt it becomes long term investing. Follow up with a Qullamaggie or Buffett video depending on how the trade went. Very convenient principles based on trade outcome π" [X Link](https://x.com/anandragn/status/2019207169711673821) 2026-02-05T00:31Z 31.3K followers, [---] engagements "Honestly was surprised to read that especially with so many leaders still at/near highs. It just shows how many people didnt make money or worse lost money even in a so-called bull market. As always comes down to catching the right names. I can say many good traders missed some of these monsters ended up positioned in wrong names chopped out bad took a drawdown shorted at the wrong time (end of the year) got smoked probably went on a tilt ended up losing money last few 3-4 months. Digging up an even deeper hole. Markets can be brutal. https://twitter.com/i/web/status/2019240932562887158" [X Link](https://x.com/anandragn/status/2019240932562887158) 2026-02-05T02:45Z 31.3K followers, [----] engagements "I do. Check out LangGraph. You can run parallel agents manage different states even mix up models GPT5.2 for caching Claude for routing and say Gemini for auth. Scales way better than a single-agent setup. You can even manually ask your agent to fan out for a complex task and it will automatically spawn parallel/sub-agents for you. https://twitter.com/i/web/status/2019249460627341822 https://twitter.com/i/web/status/2019249460627341822" [X Link](https://x.com/anandragn/status/2019249460627341822) 2026-02-05T03:19Z 31.3K followers, [---] engagements "$GOOGL 's expected move was around $17-$18. it went down over $24 and is now bouncing back to the $17-$18 expected move currently $316 Is that possibly someone big selling into the report We shall see. $GOOGL is set to report after the bell. Options market is pricing in roughly a $17-$18 https://t.co/FnfuhYkmng $GOOGL is set to report after the bell. Options market is pricing in roughly a $17-$18 https://t.co/FnfuhYkmng" [X Link](https://x.com/anandragn/status/2019419880228024366) 2026-02-05T14:36Z 31.4K followers, [----] engagements "$NBIS There were plenty of signs that $NBIS was underperforming and getting sold into every small bounce. As market participants our job is to recognize that early and manage risk without getting emotional or getting too attached to a stock. NBIS now undercutting [---] MA $NBIS is officially the worst-performing data center stock based purely on price action. That crown used to belong to $CRWV but "lately" NBIS fought hard and took the title convincingly. Hard-fought victory went down to the clutch $NBIS is officially the worst-performing data center stock based purely on price action. That" [X Link](https://x.com/anandragn/status/2019433837953183965) 2026-02-05T15:32Z 31.5K followers, 13.8K engagements "Don't know when this selling will stop but all I know is some stocks are approaching levels that I would have killed for just a few weeks ago Gotta remain patient weather this storm not jump the gun too early. quite confident well catch a few monsters on their next leg π€" [X Link](https://x.com/anandragn/status/2019442386896621661) 2026-02-05T16:05Z 31.4K followers, 26.7K engagements "@MisterSpread I know I'm aware we are topping and I'm in no way saying the bottom is near or anything. But the bear market rallies during the correction can be so powerful catching a couple of them is good enough to make the year" [X Link](https://x.com/anandragn/status/2019444968524292336) 2026-02-05T16:16Z 31.3K followers, [---] engagements "Just to add some context as this post can be misunderstood. We are potentially topping after nearly three years of a bull market and its a mid-term year which historically isnt a great backdrop for stocks. Add in the new Fed chair and the uncertainty that comes with this and the setup gets even murkier. Regardless of the hawkish policy stance that Kevin Warsh may or may not have. Ive shared a few times back in Nov/Dec [----] that this market has been giving me strong 2021-2022 vibes. Many of the former bull-market leaders topped out in textbook fashion and a decent number of them are already" [X Link](https://x.com/anandragn/status/2019452807451906078) 2026-02-05T16:47Z 31.3K followers, 20.7K engagements "@relentlessbid No idea a correction is possible even a bear market starts from a correction so hard to tell ahead of time if this is a macro top or an intermediate correction. Wait and see is my approach. going to be a challenging year imo" [X Link](https://x.com/anandragn/status/2019459287131525177) 2026-02-05T17:13Z 31.3K followers, [---] engagements "All the "bottom calls" over the weekend $BTC is down another -16% since. Nobody outsmarts the moving averages. Men lie. Women lie. Charts never lie $ETH $SOL $MSTR $COIN $CRCL "Nobody Outsmarts the Moving Averages" Not Michael Saylor. Not Tom Lee. And definitely not Robert Kiyosaki of Rich Dad Poor Dad fame. Back in late November [----] I highlighted that $BTC was at risk of entering a bear market if it lost the 50-week SMA a level that has https://t.co/pS4xIbWk2F "Nobody Outsmarts the Moving Averages" Not Michael Saylor. Not Tom Lee. And definitely not Robert Kiyosaki of Rich Dad Poor Dad" [X Link](https://x.com/anandragn/status/2019477485906256067) 2026-02-05T18:25Z 31.3K followers, 13.3K engagements "Stopped by the local McDonalds for some fries and was welcomed by this Employee of the Quarter. Seems like a legit guy can totally trust every word he says $ETH $BMNR" [X Link](https://x.com/anandragn/status/2019490627868590157) 2026-02-05T19:17Z 31.4K followers, 13.3K engagements "@aperiwal93 I did I still do but he has made a mockery of himself recently as recent as December when he was calling for 200k $BTC. such irresponsible behavior when he knows a ton of people listen and take the word he says seriously" [X Link](https://x.com/anandragn/status/2019492916326969591) 2026-02-05T19:26Z 31.3K followers, [---] engagements "Turned from $IREN to $IRUN so quickly Manage your risk before the risk starts to manage you lads $IREN undercutting [--] day. Reports earnings on Thursday AH https://t.co/0oufLLbOwN $IREN undercutting [--] day. Reports earnings on Thursday AH https://t.co/0oufLLbOwN" [X Link](https://x.com/anandragn/status/2019520092762173618) 2026-02-05T21:14Z 31.4K followers, 19.3K engagements "@iKnowBall0444 Stock is down -15% after hours after a horrible miss on earnings tho. Good for you if this is a generational opportunity" [X Link](https://x.com/anandragn/status/2019537448301392290) 2026-02-05T22:23Z 31.3K followers, [---] engagements "Absolute madness in the data center land. This ain't the time to double and triple down. Stay safe out there folks" [X Link](https://x.com/anandragn/status/2019548250546794727) 2026-02-05T23:06Z 31.4K followers, 18.4K engagements "@TradeIkigai It actually gave signs last week and early this week. Unbiased traders can see the change of character. Biased ones wont unfortunately" [X Link](https://x.com/anandragn/status/2019550669477458150) 2026-02-05T23:16Z 31.3K followers, [---] engagements "@ABCTrading12 Unfortunately many bag holders have already been created and it could just be getting started" [X Link](https://x.com/anandragn/status/2019553710800793791) 2026-02-05T23:28Z 31.3K followers, [---] engagements "@D3GSolutions Can you hold. I mean do you have time There is probably a bounce coming for $HIMS. Sorry man" [X Link](https://x.com/anandragn/status/2019755844150100097) 2026-02-06T12:51Z 31.3K followers, [---] engagements "@Don7Spy Haha many are indeed copying others cant build conviction on their own" [X Link](https://x.com/anandragn/status/2019783972885020954) 2026-02-06T14:43Z 31.4K followers, [---] engagements "@Don7Spy why are you shorting today wait for a day or two its just mean reversion back and forth right now. bulls get crushed just rally back into EMAs short again then" [X Link](https://x.com/anandragn/status/2019823387112288544) 2026-02-06T17:19Z 31.4K followers, [----] engagements "@Investright42 $APLD $WULF acting better. Rest all acting like psychopaths" [X Link](https://x.com/anandragn/status/2019893585160859940) 2026-02-06T21:58Z 31.5K followers, [---] engagements "@clp923 Yeah agree. But select growth has been working however. Im still long the same names I was long into the [----] year end. Truly a stock pickers market. Tough to put on big size with conviction however" [X Link](https://x.com/anandragn/status/2020585249676390901) 2026-02-08T19:47Z 31.4K followers, [---] engagements "@Speculatorwalt But but but long term investing Yeah right. youre a Looooong-term investor" [X Link](https://x.com/anandragn/status/2020848176442269752) 2026-02-09T13:12Z 31.4K followers, [---] engagements "@artemkt $RDDT is already down 50% so it has already applied. Now question is if it goes to to 80% from peak" [X Link](https://x.com/anandragn/status/2020852121139073395) 2026-02-09T13:27Z 31.4K followers, [---] engagements "@BikramDhakal6 CoreWeave has stakes in Anthropic And CoreWeave isnt a wild mover Maybe Im dreaming while reading your reply" [X Link](https://x.com/anandragn/status/2020976285191979053) 2026-02-09T21:41Z 31.4K followers, [----] engagements "@JonahLupton totally. $ALAB spiking AH as well clearing that [---] resistance" [X Link](https://x.com/anandragn/status/2021012583105618264) 2026-02-10T00:05Z 31.5K followers, [---] engagements "@JonahLupton There is one more gap around [---] could be massive bounce spot if that gets filled. Im eyeing that closely to load this thing up. Its right at IPO AVWAP right now. Even better if it comes back to this IPO TL around $117. Some major load the boat spots Im watching for $RDDT" [X Link](https://x.com/anandragn/status/2021022321692246441) 2026-02-10T00:44Z 31.4K followers, [----] engagements "$HIMS is now down -60% in a straight line since Oct [--] when the CEO took to Twitter talking about a short squeeze And yet HIMS posts keep getting shared relentlessly on this app (I can't understand why) Far more money is lost trying to catch bottoms than riding trends" [X Link](https://x.com/anandragn/status/2018730863828123986) 2026-02-03T16:58Z 31.5K followers, 32.9K engagements "I dont have a crystal ball on where Software/SaaS/Ad-tech/Mar-tech end up over the next [--] years. Some names may not survive others likely will. What is clear is that a few are extremely oversold and setting up for potential snapback rallies in the near term (decent parabolic LONG opportunities). Carefully picking our spots could be the focus this upcoming week. Ngl I use Claude Code every day as my daily driver and yeah its truly one of the best. But is it really going to replace all the incumbents Like overnight Highly doubt it. That said this does feel like a DeepSeek type moment for" [X Link](https://x.com/anandragn/status/2020637047044616624) 2026-02-08T23:13Z 31.5K followers, 21.9K engagements "@ripster47 @tenet_research $RBRK was there on Friday and Monday. Now it has bounced a bit since then still oversold tho. This list is all about names that are deeply oversold like exhaustion level oversold" [X Link](https://x.com/anandragn/status/2021790362201911759) 2026-02-12T03:36Z 31.5K followers, [---] engagements "$HNGE an IPO I've been trading over the past week or so. Been digging deeper into the company its fundamentals and its growth through their investor relations page. Heres a quick primer. Hinge Health is a leading digital Musculoskeletal (MSK) care platform delivering AI-powered virtual physical therapy motion tracking and personalized care plans. They're growing at 50%+ YoY sales growth already free cash flow positive and just turned net income positive on a GAAP basis. Leveraging AI-driven care models a proprietary wearable device and access to expert clinicians Hinge Health delivers" [X Link](https://x.com/anandragn/status/1939459780675883168) 2025-06-29T23:03Z 31.5K followers, 83.1K engagements "Ok let's do this. What stocks are you all buying right now π" [X Link](https://x.com/anandragn/status/1999527363009229157) 2025-12-12T17:10Z 31.5K followers, 24K engagements "Updated CANSLIM leaderboard. $CLS sighting in the top [--] after they reported double best yesterday. $APLD still remains no. 1" [X Link](https://x.com/anandragn/status/2016873734896799840) 2026-01-29T13:59Z 31.5K followers, [----] engagements "There are roughly [--] camps in the market right now: [--]. Momo holders: Watching their account swing like a yo-yo calling 13% daily moves volatility-adjusted conviction. [--]. Gold & metals shorters: Missed a 150% move up now celebrating every 5-minute ORB low break like its a systemic collateral damage. [--]. Crypto bros: Watching their account make new daily lows while everything else is enjoying a historic bull market. [--]. Sideline watchers: Fully in cash. Eating clean. Well-rested. Properly moisturized. Throwing I told you shade at everyone in the market. [--]. Dividend campers: Collecting a $2" [X Link](https://x.com/anandragn/status/2016926347805778150) 2026-01-29T17:28Z 31.5K followers, 41.6K engagements "$IREN undercutting [--] day. Reports earnings on Thursday AH" [X Link](https://x.com/anandragn/status/2018333035532337552) 2026-02-02T14:37Z 31.5K followers, 33.1K engagements "Thank you $BE. stick to the leaders" [X Link](https://x.com/anandragn/status/2018695127133229109) 2026-02-03T14:36Z 31.5K followers, [----] engagements "$RDDT is down -35% literally in a straight line and now back to April [----] AVWAP. Reports earnings Thursday after the bell" [X Link](https://x.com/anandragn/status/2018698892234170673) 2026-02-03T14:51Z 31.5K followers, 21.8K engagements "$LITE Monster beat - again EPS: $1.67 vs $1.41 298% YoY Sales: 665.5M vs 652.08M 65% YoY Stock +12% AH" [X Link](https://x.com/anandragn/status/2018793692530909266) 2026-02-03T21:08Z 31.5K followers, 28K engagements "$500 $LITE π₯π₯π₯" [X Link](https://x.com/anandragn/status/2019061216467923374) 2026-02-04T14:51Z 31.5K followers, [----] engagements "Every day we see these two stocks being pumped like the next $GOOGL and $AMZN without any regard for risk. "These deals won't last buy every dip" Yes they could be the next ones but now they need to move 100% to break even. Stay humble else the market humbles you" [X Link](https://x.com/anandragn/status/2019063829674570079) 2026-02-04T15:01Z 31.5K followers, [----] engagements "$GOOGL absolutely crushed earnings across the board and Sundar Pichai is putting on an absolute masterclass in the earnings call. Yet after all this if the stock still ends up selling off that's all we have to know about this market" [X Link](https://x.com/anandragn/status/2019165098250482154) 2026-02-04T21:44Z 31.5K followers, 23.3K engagements "$LITE Non-stop bidding MONSTER. Fresh ATHs in this market environment" [X Link](https://x.com/anandragn/status/2019504004963655710) 2026-02-05T20:10Z 31.5K followers, [----] engagements "$BTC Miners Quantum Data Center and Crypto names are the best performers today. But whats also true these are some of the losers for the week despite the upside move today. Basically this market is mindlessly doing pinning action (back and forth) Typically high-beta moves dumps harder rips back lower high next vicious dump rinse and repeat basically still down for the week. Slowly but surely they are taking these names down. This is from my platform with live data stocks handpicked and plotted corresponding to their themes and sub-themes. https://twitter.com/i/web/status/2019872167966515395" [X Link](https://x.com/anandragn/status/2019872167966515395) 2026-02-06T20:33Z 31.5K followers, [----] engagements "A good number of companies that I track trade or held are reporting this week. The beaten down SaaS stocks could get some reprieve based on the report/guidance. Exciting week ahead could be a major tell of what follows moving forward. Most interested in $ON $HOOD $ALAB $NET $APP $NBIS $VRT $ANET $CCJ https://twitter.com/i/web/status/2020566192159641750 https://twitter.com/i/web/status/2020566192159641750" [X Link](https://x.com/anandragn/status/2020566192159641750) 2026-02-08T18:31Z 31.5K followers, 12.3K engagements "$LITE parabola Just about fully out of this π₯π₯π₯ $LITE Monster beat - again EPS: $1.67 vs $1.41 298% YoY Sales: 665.5M vs 652.08M 65% YoY Stock +12% AH $LITE Monster beat - again EPS: $1.67 vs $1.41 298% YoY Sales: 665.5M vs 652.08M 65% YoY Stock +12% AH" [X Link](https://x.com/anandragn/status/2020874691594887436) 2026-02-09T14:57Z 31.5K followers, 13K engagements "@JonahLupton still can't believe $RDDT can't catch a bid around these levels despite such strong growth" [X Link](https://x.com/anandragn/status/2021012966120816660) 2026-02-10T00:06Z 31.5K followers, [----] engagements "@Lazarus_Capital Yep nature of the beast. $IREN has always been a great name for me. Made me a lot of money. Although price appears to be turning bearish right now. Lets see" [X Link](https://x.com/anandragn/status/2021327161370566786) 2026-02-10T20:55Z 31.5K followers, [----] engagements "To me price action hope. Lets see how it plays out $WULF is making fresh highs. $APLD is sitting near highs. $IREN is nowhere close Dont think that divergence is random. Market is calling BS. Purely talking from a price action perspective. As usual Ill flip when information changes https://twitter.com/i/web/status/2021330717511200911 https://twitter.com/i/web/status/2021330717511200911" [X Link](https://x.com/anandragn/status/2021330717511200911) 2026-02-10T21:09Z 31.5K followers, [----] engagements "@Venu_7_ I see this a lot but $STX and $WDC are storage not memory though In someway there is an overlap but technically they are not the same" [X Link](https://x.com/anandragn/status/2021641294687469717) 2026-02-11T17:43Z 31.5K followers, [---] engagements "@treasury_bill Thank you. Appreciate all the level headed investors out there. Thats how its supposed to be. No need to get aggressive or defensive about what others think when you truly know what you own right" [X Link](https://x.com/anandragn/status/2021723463723958773) 2026-02-11T23:10Z 31.5K followers, [---] engagements "@TraderzMoon Lmao π€£ I havent traded $TEM since $85-$90 try again. And I sold $NBIS at $116 ish. Posted on the same day early Nov when I did. This was my last post (bearish) on $TEM Try harder try better ;) Was hearing a lot about $TEM in the morning. None right now. TEM doing TEM things. Nothing to see here. Perfect rejection around the resistance gap declining MAs now. ER next week so gonna keep a close eye. https://t.co/xY3pOibLkv Was hearing a lot about $TEM in the morning. None right now. TEM doing TEM things. Nothing to see here. Perfect rejection around the resistance gap declining MAs" [X Link](https://x.com/anandragn/status/2021730381502751041) 2026-02-11T23:37Z 31.5K followers, [---] engagements "@ripster47 Thanks Rippy yes I built this classification engine. This current form is what I would call MVP1 already working on iterating further to build a more complex clustering-based engine on top of this" [X Link](https://x.com/anandragn/status/2021767408529363398) 2026-02-12T02:04Z 31.5K followers, [----] engagements "@ripster47 @tenet_research This is another one Ive built as well Rippy. You can find your own ideal setup using this feature. Its like training my AI what your ideal setup is then it spits out your ideal setup out every day at a particular time. Can be done intraday as well. @mmonis $RDDT is in top [--] 8th in my list of candidates for an oversold bounce. Top [--] are below A ton of complex algorithm runs behind the scene combining Technical analysis group weakness oversold levels based on specific criteria etc. https://t.co/JMc3avNL8H @mmonis $RDDT is in top [--] 8th in my list of candidates for an" [X Link](https://x.com/anandragn/status/2021784811019350072) 2026-02-12T03:13Z 31.5K followers, [---] engagements "@atbah_trader The main names in this are seemingly cooked for now. Like just breaking down. Now if entire tech/$QQQ start to show strength these could recover else they dont look great to me" [X Link](https://x.com/anandragn/status/2021791131890028992) 2026-02-12T03:39Z 31.5K followers, [---] engagements "$BE was up 18% AH yesterday. They faded the entire move this morning. This market is absolutely nuts not for the faint-hearted or novice traders :)" [X Link](https://x.com/anandragn/status/2019784339584651488) 2026-02-06T14:44Z 31.5K followers, [----] engagements "@NirAoo7 $AMZN $SNOW shareholders last 4-5 years while everyone is enjoying a bull market" [X Link](https://x.com/anandragn/status/2019954815967850756) 2026-02-07T02:02Z 31.5K followers, [----] engagements "Bought a stock earlier today that I never imagined I would ever trade again. As always - never the chart pattern alone although it does have a great one going on right now. More to do with [--]. Pristine balance sheet [--]. High margins [--]. Small growth up-tick [--]. Relative strength [--]. Not a wild mover [--]. Above all its minority stake in Anthropic is now worth several billions. https://twitter.com/i/web/status/2020970838883815502 https://twitter.com/i/web/status/2020970838883815502" [X Link](https://x.com/anandragn/status/2020970838883815502) 2026-02-09T21:19Z 31.5K followers, 33K engagements "@JonahLupton π" [X Link](https://x.com/anandragn/status/2020976108242600429) 2026-02-09T21:40Z 31.5K followers, [----] engagements "@JarvisFlow I have covered $HIMS a lot. Poor shareholders I tried to help my best" [X Link](https://x.com/anandragn/status/2021666057363370256) 2026-02-11T19:22Z 31.5K followers, [---] engagements "I share actionable setups with a good hit rate in advance (not after the fact) including precise levels and help folks understand discipline risk management/stops. And I do fail probably a lot sometimes. I dont run a service I dont run discord. I dont engagement farm. Truly have no intention to make $$ off other people and my only intention is to help. This isnt just a lip service. You dont have to be a chad born with incredible trading skills. Trading can be taught and learnt if you are willing to work your ass off its possible to be successful at this when you build your muscle memory. I" [X Link](https://x.com/anandragn/status/1735477650368364635) 2023-12-15T01:51Z 31.5K followers, 615.7K engagements "$BE +13% above the $120 level pre-market American Electric Power said on Thursday its unit will buy a substantial portion of its option for solid oxide fuel cells in a deal worth about $2.65 billion as part of its plans to develop and build a fuel cell power generation facility. In [----] AEP signed an agreement with Bloom Energy to acquire [---] megawatts of solid oxide fuel cells with an option to purchase an additional [---] MWs. The utility's unit exercised that option earlier this week AEP revealed in a regulatory filing. $BE $EOSE both above [--] day trying to flip downtrend into a possible" [X Link](https://x.com/anandragn/status/2009264079924273647) 2026-01-08T14:01Z 31.5K followers, [----] engagements "Big gap down. Let's do this who is buying (if yes what) who is selling who is yelling It's Tuesday which means the time is ripe for some #TacoTuesday" [X Link](https://x.com/anandragn/status/2013610161944891672) 2026-01-20T13:50Z 31.5K followers, 10.7K engagements "This market is actively hunting to take your money away if: [--]. You truly dont know what youre doing [--]. Youre not nimble or fluid enough to change your opinion quickly and instead clinging on to strong opinions [--]. Youre listening to random voices and trading on borrowed conviction The next few months I hate to say that a lot of people who fit this profile are unfortunately going to lose/give back a lot of money. Seen this movie before" [X Link](https://x.com/anandragn/status/2019761100745564347) 2026-02-06T13:12Z 31.5K followers, 25.9K engagements "2026 is still super young The best [--] themes YTD thus far [--]. Memory [--]. Opticals/Photonics [--]. Semi-Equipment And the Worst [--] themes are [--]. 2023-2025 Growth leaders [--]. Crypto [--]. Ad-tech & SaaS" [X Link](https://x.com/anandragn/status/2019941091500519861) 2026-02-07T01:07Z 31.5K followers, 65.8K engagements "$IREN is starting to look more like a short than a long around $45-$46 Clear LH & LL it has one of the weaker names post-earnings despite bounce ER was below par mgmt didnt offer much clarity around forward deals or visibility. Meanwhile $APLD & $WULF have continued to lead the group Must reclaim $47 ish for upside. https://twitter.com/i/web/status/2021297663581340076 https://twitter.com/i/web/status/2021297663581340076" [X Link](https://x.com/anandragn/status/2021297663581340076) 2026-02-10T18:58Z 31.5K followers, 59.9K engagements "If my posts last week or so have leaned more bearish than bullish its because thats what Im seeing. Outside of value and a few selective growth pockets a lot of the usual FinTwit darlings are down 50% and some a lot more. I cant show up here keep a pretty smile and blindly chant buy the effing dip while stocks are in clear downtrends. Thats not me. I show up and keep it real regardless of who likes it or not. Yes Ive lost followers. A lot last few days. Thats fine. If this were about farming clicks Id be posting rocket emojis and hopium threads all day and probably have several thousand more" [X Link](https://x.com/anandragn/status/2021668989185806583) 2026-02-11T19:33Z 31.5K followers, 18.7K engagements "No the entire growth land isnt burning down. Leaders are still acting like leaders. Nothing materially changed in the last few days. There has been dispersion and it's getting a lot more obvious now Meanwhile there is a full-blown bull market in parts of value & non-growth. Gotta be in the right names else this market can be brutal. New Update: More work went into drilling down beyond broad buckets for example: Semiconductors Now the themes are broken down into far more granular taxonomies so this is not just screening a large sector It's actually drilling into the exact pocket of strength" [X Link](https://x.com/anandragn/status/2021751473533591998) 2026-02-12T01:01Z 31.5K followers, 19.4K engagements "@NirAoo7 Ser if you want short there are plenty of stocks $MU $SNDK arent that imho. Lets see" [X Link](https://x.com/anandragn/status/2021986546510156101) 2026-02-12T16:35Z 31.5K followers, [----] engagements "@morpheus7447x @RemindMe_OfThis Lmao brother youre bagged so hard that youre setting reminder for random posts. I hope your bags come back for you at that time very likely Ill be posting bullish things about $HIMS (if it does happen). Good luck" [X Link](https://x.com/anandragn/status/2022013830554169581) 2026-02-12T18:23Z 31.5K followers, [---] engagements "@JarvisFlow $AMZN could be one of the worst stocks in the market. So overrated too" [X Link](https://x.com/anandragn/status/2022051264159518793) 2026-02-12T20:52Z 31.5K followers, [---] engagements "$ABNB $SNOW are two of the two most loved stocks at IPO back in the day. If you bought and held these stocks from day [--] of their IPOs youre still underwater after [--] years. Weve had a ridiculous a bull market in the meantime. Buy and hold investing yay" [X Link](https://x.com/anandragn/status/2022055601799672204) 2026-02-12T21:09Z 31.5K followers, [----] engagements "@IvayloPashov Yes Im anticipating something similar with stocks that may go IPO this year. Theyre going to IPO at the peak valuation and probably wont go anywhere for years. Stocks that IPO during or near bear market generally do far better than ones that IPO near market highs" [X Link](https://x.com/anandragn/status/2022058851022123490) 2026-02-12T21:22Z 31.5K followers, [---] engagements "Full transparency batting average check: Last [--] sessions took [--] new longs stopped out on every single one. Tried [--] shorts all [--] worked. Those covered those for those stops I took. Just doing less is more in this environment is better. Tape is tricky right now. Even some of the best traders out there are saying the same. So if youre struggling youre not alone β Risk first. Reward is secondary. Staying nimble" [X Link](https://x.com/anandragn/status/2022097049437581557) 2026-02-12T23:54Z 31.5K followers, [----] engagements "@atbah_trader I have been sharing some of them already right All of them worked $PATH $IREN heck literally any high beta retail heavy name worked" [X Link](https://x.com/anandragn/status/2022103819111608394) 2026-02-13T00:21Z 31.5K followers, [---] engagements "@Rob81Boston Boston Celtics color is green $ALAB holder color is red. What else can I say" [X Link](https://x.com/anandragn/status/2022106816810037507) 2026-02-13T00:33Z 31.5K followers, [---] engagements "Its been [--] weeks and this meme has aged like fine wine every single day since. Couldnt have timed this post any better π¬π€£β Trading this market feels like. https://t.co/CpTdtWQzW2 Trading this market feels like. https://t.co/CpTdtWQzW2" [X Link](https://x.com/anandragn/status/2022134646516199692) 2026-02-13T02:24Z 31.5K followers, [----] engagements "Trading this market feels like. π¨ TRUMP: BASED UPON THIS UNDERSTANDING I WILL NOT BE IMPOSING TARIFFS THAT WERE SCHEDULED TO GO INTO EFFECT ON FEBRUARY 1ST TRUMP: SAYS AFTER RUTTE MEETING: WE HAVE FORMED FRAMEWORK OF A FUTURE DEAL WITH RESPECT TO GREENLAND π¨ TRUMP: BASED UPON THIS UNDERSTANDING I WILL NOT BE IMPOSING TARIFFS THAT WERE SCHEDULED TO GO INTO EFFECT ON FEBRUARY 1ST TRUMP: SAYS AFTER RUTTE MEETING: WE HAVE FORMED FRAMEWORK OF A FUTURE DEAL WITH RESPECT TO GREENLAND" [X Link](https://x.com/anandragn/status/2014059388458168717) 2026-01-21T19:35Z 31.5K followers, 436.5K engagements "$HIMS is a gentle reminder This combo of high beta + questionable leadership + buy-and-hold is not an investing strategy. Why marry them when we can date them. $HIMS is now down -60% in a straight line since Oct [--] when the CEO took to Twitter talking about a short squeeze And yet HIMS posts keep getting shared relentlessly on this app (I can't understand why) Far more money is lost trying to catch bottoms than riding trends https://t.co/QCj5ZvygYj $HIMS is now down -60% in a straight line since Oct [--] when the CEO took to Twitter talking about a short squeeze And yet HIMS posts keep getting" [X Link](https://x.com/anandragn/status/2019566367981334981) 2026-02-06T00:18Z 31.5K followers, 53.7K engagements "Such an insanely bifurcated market. Never traded in 2000s so I wont pretend that Im an expert. But man this market is truly something tough to draw conclusions although there are parallels Internet in [----] AI in [----] People who were there in [----] can add their insights Correlation among S&P [---] stocks has broken down. Many stocks are pushing to new highs while others are sinking to new lows. The last time correlations were this low was September [----]. This doesnt imply an imminent crash but it is a warning β h/t @sentimentrader https://t.co/s6bnc9Gnfy Correlation among S&P [---] stocks has" [X Link](https://x.com/anandragn/status/2020580233544642670) 2026-02-08T19:27Z 31.5K followers, 17.9K engagements "No surprise on a day like today tech led again today with metals joining the party. Todays top [--] themes were: [--]. HPC Data Centers [--]. Metals [--]. Opticals - Photonics On the flip side vol got crushed further the defensive names that ramped recently gave back some as risk-on signals re-entered the tape last [--] sessions. Incredibly dynamic market. Risk-on to risk-off to risk-on again flipping faster than Kardashians flipping boyfriends. Gotta stay nimble. https://twitter.com/i/web/status/2021034150363361493 https://twitter.com/i/web/status/2021034150363361493" [X Link](https://x.com/anandragn/status/2021034150363361493) 2026-02-10T01:31Z 31.5K followers, [----] engagements "If someone is working with a few thousand dollars they can get away by messing around. Illiquidity doesnt hurt a ton volatility feels exciting. You can take swings you probably shouldnt and still sleep at night cause youre not gonna lose a shit ton. But the bigger the portfolio size the game entirely changes. Stock selection will matter a lot more. You cant sit in illiquid massively volatile names anymore. Not because know what you own BS that gets spewed on this app without any context but because risk scales differently. Thats just the nature of the beast. People whove been through real" [X Link](https://x.com/anandragn/status/2021343651054362809) 2026-02-10T22:00Z 31.5K followers, 12.8K engagements "@mmonis $RDDT is in top [--] 8th in my list of candidates for an oversold bounce. Top [--] are below A ton of complex algorithm runs behind the scene combining Technical analysis group weakness oversold levels based on specific criteria etc" [X Link](https://x.com/anandragn/status/2021762927229804926) 2026-02-12T01:46Z 31.5K followers, [----] engagements "The best performing themes today were Storage Memory from growth land. But everything else after that was defensive groups like Healthcare Utilities Defense Staples etc. Issue is these stocks have gotten extended that there arent ideal entry points. On the flip side the losers were unexpectedly tech. Literally every sexy theme got taken to the woodshed. BESS Prop tech quantum fintech oh and metal miners got absolutely destroyed today as well" [X Link](https://x.com/anandragn/status/2022143234261016804) 2026-02-13T02:58Z 31.5K followers, [----] engagements "$TTD just checked the chart. Not surprised where it is. The risk with strong opinions while ignoring the market feedback is simple: losses compound really fast. It wasnt a popular take last year when I highlighted many times that TTD was a fade not a buy. Now can TTD come back Heck yeah stocks do make comebacks. But what's also true is that it is now down -65% since then and -80% from its peak closer to COVID lows than ATHs. TTD has been a major laggard despite a strong bull market elsewhere. Stocks are only good when theyre going up. Price pays narratives don't. Also Men lie. Women lie." [X Link](https://x.com/anandragn/status/2020164599186698324) 2026-02-07T15:55Z 31.5K followers, 15.7K engagements "@TSDR_Trading [--]. Short high beta. Cover at extensions. [--]. Stay LONG or buy pullbacks on memory opticals semi-equipment & related groups. Easier to say but tough to keep executing with precision. But these are the trades that keep working for me" [X Link](https://x.com/anandragn/status/2021721255775244781) 2026-02-11T23:01Z 31.5K followers, [----] engagements "Youve consistently been one of the best stock pickers out there. Respect At the end of the day its about holding the best stocks in the best themes. Getting that part right makes it more than half the battle already won. From there its about disciplined position management when invalidations happen. Do the hard thing right upfront. The rest generally tends to sort itself out. https://twitter.com/i/web/status/2021753840836497423 https://twitter.com/i/web/status/2021753840836497423" [X Link](https://x.com/anandragn/status/2021753840836497423) 2026-02-12T01:10Z 31.5K followers, [----] engagements "Only fundamentals dont move stocks. Only technicals dont move stocks. You can come with an incredible thesis find a company with elite fundamentals and the prettiest chart in the world but if the market environment isnt supportive its going to be a bumpy ride. Great trades arent built in isolation. They sit right at the intersection of fundamentals technicals and the right tape. When all three align you dont have to do the heavy lifting but the trade itself will do that for you. The sooner one understands this the better trader they can become" [X Link](https://x.com/anandragn/status/2021982703126454630) 2026-02-12T16:20Z 31.5K followers, [----] engagements "$HIMS Did your furu call bottom at $50 At [--] [--] $25 generational bottom I mean look at this chart. There is literally nobody buying this other than some cults. Fire that Furu cause you deserve a better one. Sorry but not sorry for being brutally honest $HIMS is a gentle reminder This combo of high beta + questionable leadership + buy-and-hold is not an investing strategy. Why marry them when we can date them. https://t.co/5kaOauYqUG $HIMS is a gentle reminder This combo of high beta + questionable leadership + buy-and-hold is not an investing strategy. Why marry them when we can date them." [X Link](https://x.com/anandragn/status/2021991031886262291) 2026-02-12T16:53Z 31.5K followers, 17K engagements "Im fully prepared for a flood of Warren Buffett quotes in the coming months. I can truly foresee it. In the meantime heres one from yours truly: Fundamentals can stay rock solid far longer than your portfolio can stay liquid. Manage risk first" [X Link](https://x.com/anandragn/status/2022028007964397858) 2026-02-12T19:20Z 31.5K followers, 10.8K engagements "@SubuTrade I wonder what happened to these staples/defensive stocks after the general market went into correction/crash in [----]. I will go and study this whether they also went down with the market or they held on stronger. Great data as always SubuTrade πͺ" [X Link](https://x.com/anandragn/status/2022298112555966467) 2026-02-13T13:13Z 31.5K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@anandragn AnandSeveral stocks are making significant moves, including $PLTR, $SOFI, and $UNH, which reported strong earnings and beat expectations. $IREN and $TEM also reported earnings, with $TEM declining despite beating sales estimates. The market is seeing a rotation into quality big-cap names, with $GOOGL, $AMD, and $NVDA making fresh all-time highs.
Social category influence stocks #1979 finance #3307 technology brands 18.59% social networks 8.97% cryptocurrencies 6.41% automotive brands 1.28% countries 1.28% nba 1.28% exchanges 0.64%
Social topic influence stocks #551, $iren #124, $apld #17, $lite #41, $rddt #51, environment #168, in the 6.41%, $mu #21, $sndk #14, $app #42
Top accounts mentioned or mentioned by @jonahlupton @don7spy @ripster47 @mmonis @jarvisflow @morpheus7447x @grok @nickschmidt @veekay0606 @d3gsolutions @speculatorwalt @traderzmoon @niraoo7 @ivaylopashov @dekruh @granvs001 @misterspread @relentlessbid @investright42 @artemkt
Top assets mentioned Iris Energy Limited (IREN) Applied Digital Corp. (APLD) Lumentum Holdings Inc. Common Stock (LITE) Reddit, Inc. (RDDT) Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) AppLovin Corporation (APP) Palantir Technologies Inc. (PLTR) Alphabet Inc Class A (GOOGL) Hims & Hers Health, Inc. (HIMS) Nebius Group N.V. Class A Ordinary Shares (NBIS) UiPath, Inc. (PATH) TeraWulf Inc. (WULF) Astera Labs, Inc. (ALAB) Bitcoin (BTC) Robinhood Markets, Inc. (HOOD) CoreWeave, Inc (CRWV) MP Materials Corp. (MP) Bloom Energy Corporation (BE) Amazon.com, Inc. (AMZN) Planet Labs PBC (PL) Tesla, Inc. (TSLA) Rocket Lab USA, Inc. Common Stock (RKLB) Eos Energy Enterprises, Inc. (EOSE) Stacks (STX) Coldstack (CLS) Super Micro Computer, Inc. Common Stock (SMCI) Ondas Holdings Inc. Common Stock (ONDS) Ethereum (ETH) Snowflake Inc. (SNOW) Microsoft Corp. (MSFT) Braze Inc. (BRZE) Ciena Corporation (CIEN) Rivian Automotive, Inc. (RIVN) Coherent Inc (COHR) Lemonade, Inc. (LMND) AST SpaceMobile, Inc. Class A Common Stock (ASTS)
Top posts by engagements in the last [--] hours
"Friendly reminder to the good souls following random people flexing their [--] shares of the highest beta momo names then pounding the table with KNOW WHAT YOU OWN like theyre running a sovereign wealth fund. Yes. Please do know what you own for god's sake. This market is actively hunting to take your money away if: [--]. You truly dont know what youre doing [--]. Youre not nimble or fluid enough to change your opinion quickly and instead clinging on to strong opinions [--]. Youre listening to random voices and trading on borrowed This market is actively hunting to take your money away if: [--]. You truly"
X Link 2026-02-11T18:10Z 31.5K followers, 10.9K engagements
"$PATH breaking $PATH to nowhere $PATH to AgenticAI $PATH to its a [--] year story bro $PATH to but but but the TAM is huge $PATH to "when in doubt add a buzzword" $PATH to averaging down is a spiritual conviction $PATH to discovering what high beta really means $PATH to annual bagholder reunion (chips + salsa included) Which stock is overrated on this app Ill start: $PATH Sorry PATH bulls nothing against anybody. Not sure why it gets so much attention with mediocre fundamentals. Just agentic buzzword doesnt move stocks gotta show it in earnings. And look at the way it trades π€¦β Which stock is"
X Link 2026-02-11T18:34Z 31.5K followers, 18.5K engagements
"Coincidentally reactions to my $IREN post yesterday felt a lot like the replies to my $PATH post back in January. Same tone. Same club member energy. All for a fairly objective read of price action. Subtle tells. Sometimes reply guys give you additional conviction/edge. $IREN is starting to look more like a short than a long around $45-$46 Clear LH & LL it has one of the weaker names post-earnings despite bounce ER was below par mgmt didnt offer much clarity around forward deals or visibility. Meanwhile $APLD & $WULF have continued to $IREN is starting to look more like a short than a long"
X Link 2026-02-11T18:58Z 31.5K followers, 16.7K engagements
"Feels like tonight and tomorrow were going to see a few capitulatory actions across many asset classes. Doesnt mean its a straight up LONG everything and we go to the merry way. But perhaps some sort of a tradeable bottom to work off of is probably getting closer"
X Link 2026-02-06T01:08Z 31.5K followers, 26.7K engagements
"$NBIS tomorrow before the bell could legit break or ignite the data center theme. I'm sure there aren't NBIS vs IREN fights right now cause they both need each other to perform well at this juncture. NBIS despite all the shenanigans last [--] months still hasn't filled the Microsoft deal gap up in September [----]. Sitting right at a spot where it can legit go in either direction. Good luck shareholders https://twitter.com/i/web/status/2021780894764126237 https://twitter.com/i/web/status/2021780894764126237"
X Link 2026-02-12T02:58Z 31.5K followers, 16.7K engagements
"$MU $SNDK going per the plan. Pull in the parabolic short gang folks dont even put in the work to understand even a tiny bit about the supply/demand dynamics then rip their faces off. Already read plenty of hilarious takes in this pullback. Lets see if these form a base"
X Link 2026-02-12T13:14Z 31.5K followers, 18.4K engagements
"$APP remains in a downtrend while I see people call bottom everyday. Every pop gets shorted. Bears are in control until further notice. All bottoms are simply local bottoms until this status quo changes. $APP It's been getting hit with short report after short report. More importantly it's purely unadulterated bearish price action today. Clean bear flag break how beautiful was that (not for the bulls though) https://t.co/6z2EVpCyv0 $APP It's been getting hit with short report after short report. More importantly it's purely unadulterated bearish price action today. Clean bear flag break how"
X Link 2026-02-12T15:32Z 31.5K followers, [----] engagements
"$BRZE Braze Inc above [--] hold looks really good"
X Link 2023-10-09T16:33Z 31.5K followers, [----] engagements
"$PLTR Beat and raise again Q3 Earnings: Adj EPS 0.21c vs Est 0.17C Sales $1.18 vs Est $1.09B Adj. EBITDA $606.5M vs Est $502.1M Guidance: Q4 Sales: $1.327B-$1.331B Full Year Guidance: Sales: $4.4B-$4.4B vs Est $4.14B-$4.15B Adj. Operating Profit: $2.15B-$2.16B vs Est $1.93B Stock +3% to flat now. $PLTR is reporting tomorrow after the bell. Consensus Estimates: EPS: $0.17 +70.0% YoY Sales: $1.10B +50.7% YoY Expectations are incredibly high. The company's management guided for 50% YoY revenue growth in Q3. While analysts expect massive growth in both Government (48%) $PLTR is reporting tomorrow"
X Link 2025-11-03T21:13Z 31.3K followers, 11.6K engagements
"Apparently Retail is the new Semi/AI Infra Travel & Hospitality is the new Nuclear Medical Devices & Pharma is the new Quantum Breadth is expanding to other sectors into the year-end"
X Link 2025-11-26T15:23Z 31.4K followers, [----] engagements
"$LITE hit [--] ATR above [--] day and got smacked a [--] sessions later. Entire optics theme is getting hit today with the other AI high fliers"
X Link 2025-12-12T19:22Z 31.4K followers, 21.6K engagements
"Besides commodities and defensive names some of the best tech/growth stocks purely based on price action to me are $TSLA $RKLB $PL $LITE $COHR $CIEN $MU $APP $RDDT $PLTR $LMND $RIVN Still an environment where quality quantity matters a ton. Gotta be a very picky eater"
X Link 2025-12-19T15:38Z 31.4K followers, 12.3K engagements
"$ALAB In the world of Astera Labs strength buyers are generally Lab Rats.Sophisticated lab rats running at PCIe [---] speeds"
X Link 2026-01-05T20:13Z 31.4K followers, 10.3K engagements
"$EOSE This thing looks ready to rip if the market cooperates. Best entries are around the low $14s"
X Link 2026-01-09T16:44Z 31.4K followers, 45.6K engagements
"Rare Earths & Critical Minerals Over the last [--] hours something meaningful changed. The US government shifted roles from regulator to buyer of last resort. On Wednesday Trump invoked Section [---] pushing negotiators to establish price floors for critical minerals. The goal is to protect domestic producers from foreign dumping and make sure US-based mining is economically viable. Then on Thursday the SECURE Minerals Act was introduced. It establishes a $2.5B Strategic Resilience Reserve run by an independent entity with the authority/mandate to buy assets and help stabilize prices. A simple"
X Link 2026-01-17T20:00Z 31.5K followers, 119.6K engagements
"$IREN $APLD Kings"
X Link 2026-01-23T16:47Z 31.3K followers, [----] engagements
"$NBIS is officially the worst-performing data center stock based purely on price action. That crown used to belong to $CRWV but "lately" NBIS fought hard and took the title convincingly. Hard-fought victory went down to the clutch"
X Link 2026-01-23T18:41Z 31.3K followers, 64.4K engagements
"Posted $RKLB $PL $ASTS $MU $SNDK Wrote an entire thesis for the memory bull run and the rationale. Shared $IREN entry around $42-43 here as it happened literally shared real time. And then this REE all before the move. Its almost as if some people are really here to hate than learn. Literally wrote an entire thesis post for Rare Earth last Saturday nothing behind any paywall. Man people are insufferable. It is helping a ton of people and thats all I care. I have been doing this havent charged a dime for [--] fucking years. I dont know many who has done that let alone consistently. Doing this at"
X Link 2026-01-26T14:30Z 31.3K followers, [----] engagements
"Of all the small-cap rare earth names the irony is one of the biggest in terms of market cap with the best fundamentals that trade like an absolute shitco and that title goes to $MP"
X Link 2026-01-26T15:22Z 31.3K followers, 17.4K engagements
"$LITE stay light on this name says my boy with some confidence. Three black crows confirmed π¬"
X Link 2026-01-27T04:43Z 31.3K followers, 11.7K engagements
"$MU is gapping up +5% on news that President Trump is planning to issue 25% tariffs on South Korea. That matters a lot because SK Hynix and Samsung the other major memory producers are both based in South Korea. That leaves Micron as the only US based memory player with some serious tailwinds. In addition to that Micron with partnership with the U.S. government announced plans for roughly $200 billion investment in domestic memory manufacturing and R&D across Idaho New York Virginia and other states tied to CHIPS Act. There is no tariffs for the Memory built in America. Memory is the new GPU."
X Link 2026-01-27T12:24Z 31.3K followers, 26.8K engagements
"@NickSchmidt LFG π° $IREN Break out of this flag and $60 65-66 can come fast. $APLD is another one I traded decently. Still choppy. Very few stocks are worth holding right now been a challenging market as they keep kicking out stops on either side. Theyre killing both bulls & bears π
"
X Link 2026-01-27T18:40Z 31.3K followers, [---] engagements
"$IREN $APLD still kings ππ«‘"
X Link 2026-01-27T20:42Z 31.3K followers, [----] engagements
"$MU Full year EPS went from -$5.34 in [----] to $0.70 in [----] to $7.59 in [----] During the same period from [----] to [----] their Sales went from $15B to $37B But here is the mind blowing part. Microns FY [----] EPS is expected to be $33 yes thats not a typo. And their Sales during the same period is expected to double as well. Not only did I doubt own work I went and checked multiple sources. And yep these video game numbers arent fake. This really reminds of the video game numbers that $NVDA s put up between [----] and [----]. $MU could really be the next trillion dollar company thats sliding right in"
X Link 2026-01-28T01:30Z 31.4K followers, 51.6K engagements
"Knowing what to buy is more than half the battle. Get into the right name follow your process and let it work in your favor is how to be consistent at this. There is a clear reason why $APLD has been leading. The reported a revenue increase of 250% YoY and an EPS increase of 89% YoY Market could also be optimistic about $NVDA s 2B injection into $CRWV possibly flowing into like APLD which has a 400MW lease from CoreWeave. Its all about cutting through the noise and getting to the signal soon. $APLD reported one of the best earnings of this earnings season thus far. In addition to it combining"
X Link 2026-01-28T13:56Z 31.3K followers, [----] engagements
"$STX what a monster +20% CANSLIM filter almost never misses. Monster stocks can be caught with this"
X Link 2026-01-28T17:20Z 31.4K followers, [----] engagements
"Hardcore bulls known to mankind [--]. Tom Lee [--]. Cathie Wood [--]. Jerome Powell . . . . . [-----]. Chicago Bulls"
X Link 2026-01-28T19:56Z 31.3K followers, [----] engagements
"Breaking: $TSLA stock goes up +3.5% after successfully reporting negative growth EPS: -32% YoY Revenue: -3% YoY EPS: Flat QoQ Revenue: -11% QoQ Headline is a double beat tho"
X Link 2026-01-28T21:14Z 31.4K followers, 60.9K engagements
"$IBM bazooka Q4 Earnings: Sales: $19.69B vs $19.23B est Adj EPS: $4.52 vs $4.32 est EPS: +15% YoY Sales: 12% YoY EPS: +71% QoQ Revenue: +21% QoQ +9% π₯"
X Link 2026-01-28T21:21Z 31.3K followers, [----] engagements
"$GOOGL up AH The $META effect ad-market and AI being robust I mean not complaining at all"
X Link 2026-01-28T22:31Z 31.4K followers, [----] engagements
"Administration: No price floors guaranteed for critical minerals. Shareholders: No price floors Yeah we noticed. $MP $USAR $CRML $UAMY"
X Link 2026-01-29T00:24Z 31.3K followers, 18.1K engagements
"$MP X account out here calling out Reuters and its reporters for inaccurate/misleading reporting ππ€£ Ladies and gentlemen: another round of inaccurate and misleading reportingonce again inconsistent with the factsfrom the grandmaster himself Bravo $MP Ladies and gentlemen: another round of inaccurate and misleading reportingonce again inconsistent with the factsfrom the grandmaster himself Bravo $MP"
X Link 2026-01-29T02:57Z 31.3K followers, [----] engagements
"@granvs001 Havent traded $CLS in a long time. Too late stage right now. So we shall see what the market says"
X Link 2026-01-29T14:50Z 31.3K followers, [---] engagements
"@stocktalkweekly Youre not alone sir. Its like I go from feeling like a [---] IQ fund manager to [--] IQ college drop out investor every other day. Market is nuts π
"
X Link 2026-01-29T18:37Z 31.4K followers, [----] engagements
"@LeifSoreide @marketsurge On a trailing 12-month basis growing triple-digit EPS and Sales. Base case - it's expected to grow 30-40% next few years. Strong fundamentals strong theme technicals supporting. if things go well $75 ish next few monthsπ€ Best of luck Leif $SEI"
X Link 2026-01-30T00:14Z 31.3K followers, [---] engagements
"$SNDK is at insanely extended levels here. For reference $SMCI topped on that notorious Feb 16th [----] when it was [----] ATR and 147% above its [--] SMA SNDK is currently approaching those levels [--] ATR +123% above its [--] SMA Absolute insanity There is a chance SNDK could flush to repair technicals despite the massive beat and raise. https://twitter.com/i/web/status/2017227985196040508 https://twitter.com/i/web/status/2017227985196040508"
X Link 2026-01-30T13:26Z 31.4K followers, 29.7K engagements
"$APP It's been getting hit with short report after short report. More importantly it's purely unadulterated bearish price action today. Clean bear flag break how beautiful was that (not for the bulls though) Is there a news It is coming into the buy area https://t.co/Puhwivmvyr Is there a news It is coming into the buy area https://t.co/Puhwivmvyr"
X Link 2026-01-30T16:25Z 31.4K followers, 24K engagements
"@mmonis $RDDT $APP both have been struggling with signs of slowing growth. Pretty much all 2024-25 leaders per se. Add short report into the equation + bearish market environment. Thats what is happening today imo"
X Link 2026-01-30T16:33Z 31.4K followers, [----] engagements
"$SNDK already down -12% since the morning post around $669 ish Totally reminded me of $SMCI on that Feb 16th [----] morning. SNDK hasn't flushed as hard (yet) perhaps in the next couple of days it could depending on how the market behaves from here"
X Link 2026-01-30T17:03Z 31.4K followers, [----] engagements
"Catch falling knives at your own peril. Goodbye $APP π"
X Link 2026-01-30T19:41Z 31.4K followers, [----] engagements
"Same here. First half of Jan I made some nice progress and really good trades. 2nd half was a drag. Almost none of my recent trades found traction or even if they did a couple of days later gave back those gains. $MU $SNDK $IREN $APLD only stocks that kept me green all month. If not for those I would have ended red. Market seems correction bound to me. Weirdly gives me [----] vibes (to a lesser degree). Good luck Tito βπͺ https://twitter.com/i/web/status/2017682723071209902 https://twitter.com/i/web/status/2017682723071209902"
X Link 2026-01-31T19:33Z 31.3K followers, [----] engagements
""Nobody Outsmarts the Moving Averages" Not Michael Saylor. Not Tom Lee. And definitely not Robert Kiyosaki of Rich Dad Poor Dad fame. Back in late November [----] I highlighted that $BTC was at risk of entering a bear market if it lost the 50-week SMA a level that has consistently marked the bull-to-bear transition in past cycles. Fast forward a couple of months. BTC is now around $78K dipped as low as $75K today and suddenly the timeline is flooded with bottom calls and prediction tweets. This is where cutting through the noise instead of chasing opinions allows us to think clearly. Studying"
X Link 2026-02-01T01:02Z 31.4K followers, 117.8K engagements
"$PLTR reporting after-hours $HOOD is set to report next week. As highlighted back in December its really likely that both are showing characteristic of a Stage [--] decline. That means any potential earnings related pop is more likely to sold into (going to watch keenly for signals). When prior leaders roll over after months and quarters of chop/distribution it isn't simply noise. Not something to be ignored. $PLTR and $HOOD are a microcosm of the current market environment. Bottoms are events Tops are a process Contrary to popular opinion tops don't form immediately especially in names that"
X Link 2026-02-02T13:13Z 31.4K followers, 24.3K engagements
"Perhaps decent r/r on $ONDS right here took a stab at it back here around [-----] ish"
X Link 2026-02-02T14:41Z 31.4K followers, 21.4K engagements
"No position. There is nothing I mean nothing that trades more like shitcoins than REE / critical metals stocks. Change my mind"
X Link 2026-02-02T14:50Z 31.4K followers, 14.3K engagements
"$LITE was a miss saw that it had the wick fill entry just hesitated on Friday around close. extended here but been the theme with memory that continues to lead"
X Link 2026-02-02T15:34Z 31.4K followers, [----] engagements
"$HOOD-winked bamboozled let us stray run amok and flat out deceived below [--] [--] [--] [--] week SMA $PLTR and $HOOD are a microcosm of the current market environment. Bottoms are events Tops are a process Contrary to popular opinion tops don't form immediately especially in names that were prior leaders. There's often a period of churn that can last weeks or even months. https://t.co/1mkFkCERb5 $PLTR and $HOOD are a microcosm of the current market environment. Bottoms are events Tops are a process Contrary to popular opinion tops don't form immediately especially in names that were prior leaders."
X Link 2026-02-02T15:59Z 31.4K followers, 19.7K engagements
"$ONDS Nice rip I've changed my start based on this environment to make some sized quick trades (scalps) Can trim 1/2 1/3 around 11-11.25 or whatever fits your risk profile. Find the next nice r/r trade. I'm basically in cash flow mode right now barring Memory and Opticals. Perhaps decent r/r on $ONDS right here took a stab at it back here around [-----] ish. https://t.co/AValJeksOb Perhaps decent r/r on $ONDS right here took a stab at it back here around [-----] ish. https://t.co/AValJeksOb"
X Link 2026-02-02T18:51Z 31.5K followers, 13.1K engagements
"Life comes at you fast - Stock edition: SaaS bros who hated on $PLTR from $10 to $200 now praying for PLTR to save their deeply bagged SaaS positions. Enter the messiah of AI once again Its poetic"
X Link 2026-02-02T21:47Z 31.3K followers, 22.7K engagements
"Cheap can stay cheap far longer than you expect whilst the expensive can keep getting more expensive. In a bull market cheap is cheap for a reason. Thats one of the most expensive lessons the market teaches"
X Link 2026-02-03T16:47Z 31.4K followers, 15.3K engagements
"This post really triggered a lot of $PATH bulls. All I shared was an unbiased no-BS read on the PATH's price action. Plenty of angry responses back then. If those same people had just cut or limited risk they wouldnt be down another -25% since. You can argue with me but can't argue with price. Again. is Agentic AI still in the room with us Asking for a friend. Stay humble or get humbled Which stock is overrated on this app Ill start: $PATH Sorry PATH bulls nothing against anybody. Not sure why it gets so much attention with mediocre fundamentals. Just agentic buzzword doesnt move stocks gotta"
X Link 2026-02-03T17:13Z 31.4K followers, 13.9K engagements
"@JonahLupton Just relentless selling so much so that $RDDT is in a bear market while the market is still hanging around"
X Link 2026-02-03T19:06Z 31.5K followers, [----] engagements
"Really frustrating chop out there as even the leaders are constantly shaking people while the laggards keep getting smoked. A lot of people had [----] as a tough year but Id honestly take a clean downtrend over this kind of messy chop. At least direction gives you clarity. Maybe things resolve soon software stocks finally put in a bottom and make a real comeback. Until then protecting both mental and financial capital matters the most. Easy to ruin the entire year as chop is dangerous"
X Link 2026-02-03T20:06Z 31.5K followers, 13.4K engagements
"@espn @ShamsCharania Here we go again. Youre not the beard. Youre the problem"
X Link 2026-02-04T03:16Z 31.3K followers, [----] engagements
"$GOOGL is set to report after the bell. Options market is pricing in roughly a $17-$18"
X Link 2026-02-04T14:28Z 31.4K followers, 12.7K engagements
"Some really good companies are getting sold off like theyre going bankrupt. Who needs Netflix when the market is such a movie these days"
X Link 2026-02-04T14:44Z 31.3K followers, 12.2K engagements
"$APP Don't respect risk pay the price Just that the price keeps going lower"
X Link 2026-02-04T14:57Z 31.4K followers, [----] engagements
"meanwhile $RDDT just filled the Jul [----] monster earnings gap What a straight line massacre π«’"
X Link 2026-02-04T15:06Z 31.4K followers, [----] engagements
"@Veekay0606 good fun cause I'm mostly cash while holding some leaders that go up one day then fade the next day. I can't imagine the pain that fully invested people are going through right now. Let alone ones that are on margin"
X Link 2026-02-04T15:51Z 31.4K followers, [---] engagements
"@Veekay0606 $LITE $500 whole number as always :) Monster stock tho if it pulls back to lower levels will go right back to these names again"
X Link 2026-02-04T15:58Z 31.3K followers, [---] engagements
"$IREN smoked. With high beta stocks gotta have a clear exit plan else they will crush accounts"
X Link 2026-02-04T16:02Z 31.3K followers, [----] engagements
"$HOOD "There is nothing new on Wall Street. There can't be. Because speculation is as old as the hills. Whatever happens in the stock market today has happened before and will happen again." - Jesse Livermore $PLTR and $HOOD are a microcosm of the current market environment. Bottoms are events Tops are a process Contrary to popular opinion tops don't form immediately especially in names that were prior leaders. There's often a period of churn that can last weeks or even months. https://t.co/1mkFkCERb5 $PLTR and $HOOD are a microcosm of the current market environment. Bottoms are events Tops"
X Link 2026-02-04T16:12Z 31.3K followers, 25.1K engagements
"First loss is usually the best loss. [--]. Enforces discipline [--]. Real-time risk management [--]. No "hope" no "narratives" no he said she said [--]. Zero Monday morning quarterbacking - no coulda/shoulda/woulda Preserves mental capital for the easier times. You don't get a Gold medal or a Nobel prize for struggling during a hard penny environment. For people who play both sides this can be ignored. https://twitter.com/i/web/status/2019097547197874565 https://twitter.com/i/web/status/2019097547197874565"
X Link 2026-02-04T17:15Z 31.4K followers, [----] engagements
"$GOOGL beat Google Cloud crushed it. YouTube crushed it. CAPEX ballooned. Stock initial reaction is +3% oh wait -6% wait huh -4% now no no -2% now almost green well we going down again -1.5% -2.5% well its back green now +2% again down flat ok I give up"
X Link 2026-02-04T21:11Z 31.4K followers, 13.7K engagements
"@TedHZhang Bill O' Neil would never trade a name like $AAOI but he will be all over $MU $LITE etc. perhaps $SNDK (not sure)"
X Link 2026-02-04T22:16Z 31.4K followers, [----] engagements
"@NickSchmidt Haha. if the trade works out its short term sniping and skills. If it doesnt it becomes long term investing. Follow up with a Qullamaggie or Buffett video depending on how the trade went. Very convenient principles based on trade outcome π"
X Link 2026-02-05T00:31Z 31.3K followers, [---] engagements
"Honestly was surprised to read that especially with so many leaders still at/near highs. It just shows how many people didnt make money or worse lost money even in a so-called bull market. As always comes down to catching the right names. I can say many good traders missed some of these monsters ended up positioned in wrong names chopped out bad took a drawdown shorted at the wrong time (end of the year) got smoked probably went on a tilt ended up losing money last few 3-4 months. Digging up an even deeper hole. Markets can be brutal. https://twitter.com/i/web/status/2019240932562887158"
X Link 2026-02-05T02:45Z 31.3K followers, [----] engagements
"I do. Check out LangGraph. You can run parallel agents manage different states even mix up models GPT5.2 for caching Claude for routing and say Gemini for auth. Scales way better than a single-agent setup. You can even manually ask your agent to fan out for a complex task and it will automatically spawn parallel/sub-agents for you. https://twitter.com/i/web/status/2019249460627341822 https://twitter.com/i/web/status/2019249460627341822"
X Link 2026-02-05T03:19Z 31.3K followers, [---] engagements
"$GOOGL 's expected move was around $17-$18. it went down over $24 and is now bouncing back to the $17-$18 expected move currently $316 Is that possibly someone big selling into the report We shall see. $GOOGL is set to report after the bell. Options market is pricing in roughly a $17-$18 https://t.co/FnfuhYkmng $GOOGL is set to report after the bell. Options market is pricing in roughly a $17-$18 https://t.co/FnfuhYkmng"
X Link 2026-02-05T14:36Z 31.4K followers, [----] engagements
"$NBIS There were plenty of signs that $NBIS was underperforming and getting sold into every small bounce. As market participants our job is to recognize that early and manage risk without getting emotional or getting too attached to a stock. NBIS now undercutting [---] MA $NBIS is officially the worst-performing data center stock based purely on price action. That crown used to belong to $CRWV but "lately" NBIS fought hard and took the title convincingly. Hard-fought victory went down to the clutch $NBIS is officially the worst-performing data center stock based purely on price action. That"
X Link 2026-02-05T15:32Z 31.5K followers, 13.8K engagements
"Don't know when this selling will stop but all I know is some stocks are approaching levels that I would have killed for just a few weeks ago Gotta remain patient weather this storm not jump the gun too early. quite confident well catch a few monsters on their next leg π€"
X Link 2026-02-05T16:05Z 31.4K followers, 26.7K engagements
"@MisterSpread I know I'm aware we are topping and I'm in no way saying the bottom is near or anything. But the bear market rallies during the correction can be so powerful catching a couple of them is good enough to make the year"
X Link 2026-02-05T16:16Z 31.3K followers, [---] engagements
"Just to add some context as this post can be misunderstood. We are potentially topping after nearly three years of a bull market and its a mid-term year which historically isnt a great backdrop for stocks. Add in the new Fed chair and the uncertainty that comes with this and the setup gets even murkier. Regardless of the hawkish policy stance that Kevin Warsh may or may not have. Ive shared a few times back in Nov/Dec [----] that this market has been giving me strong 2021-2022 vibes. Many of the former bull-market leaders topped out in textbook fashion and a decent number of them are already"
X Link 2026-02-05T16:47Z 31.3K followers, 20.7K engagements
"@relentlessbid No idea a correction is possible even a bear market starts from a correction so hard to tell ahead of time if this is a macro top or an intermediate correction. Wait and see is my approach. going to be a challenging year imo"
X Link 2026-02-05T17:13Z 31.3K followers, [---] engagements
"All the "bottom calls" over the weekend $BTC is down another -16% since. Nobody outsmarts the moving averages. Men lie. Women lie. Charts never lie $ETH $SOL $MSTR $COIN $CRCL "Nobody Outsmarts the Moving Averages" Not Michael Saylor. Not Tom Lee. And definitely not Robert Kiyosaki of Rich Dad Poor Dad fame. Back in late November [----] I highlighted that $BTC was at risk of entering a bear market if it lost the 50-week SMA a level that has https://t.co/pS4xIbWk2F "Nobody Outsmarts the Moving Averages" Not Michael Saylor. Not Tom Lee. And definitely not Robert Kiyosaki of Rich Dad Poor Dad"
X Link 2026-02-05T18:25Z 31.3K followers, 13.3K engagements
"Stopped by the local McDonalds for some fries and was welcomed by this Employee of the Quarter. Seems like a legit guy can totally trust every word he says $ETH $BMNR"
X Link 2026-02-05T19:17Z 31.4K followers, 13.3K engagements
"@aperiwal93 I did I still do but he has made a mockery of himself recently as recent as December when he was calling for 200k $BTC. such irresponsible behavior when he knows a ton of people listen and take the word he says seriously"
X Link 2026-02-05T19:26Z 31.3K followers, [---] engagements
"Turned from $IREN to $IRUN so quickly Manage your risk before the risk starts to manage you lads $IREN undercutting [--] day. Reports earnings on Thursday AH https://t.co/0oufLLbOwN $IREN undercutting [--] day. Reports earnings on Thursday AH https://t.co/0oufLLbOwN"
X Link 2026-02-05T21:14Z 31.4K followers, 19.3K engagements
"@iKnowBall0444 Stock is down -15% after hours after a horrible miss on earnings tho. Good for you if this is a generational opportunity"
X Link 2026-02-05T22:23Z 31.3K followers, [---] engagements
"Absolute madness in the data center land. This ain't the time to double and triple down. Stay safe out there folks"
X Link 2026-02-05T23:06Z 31.4K followers, 18.4K engagements
"@TradeIkigai It actually gave signs last week and early this week. Unbiased traders can see the change of character. Biased ones wont unfortunately"
X Link 2026-02-05T23:16Z 31.3K followers, [---] engagements
"@ABCTrading12 Unfortunately many bag holders have already been created and it could just be getting started"
X Link 2026-02-05T23:28Z 31.3K followers, [---] engagements
"@D3GSolutions Can you hold. I mean do you have time There is probably a bounce coming for $HIMS. Sorry man"
X Link 2026-02-06T12:51Z 31.3K followers, [---] engagements
"@Don7Spy Haha many are indeed copying others cant build conviction on their own"
X Link 2026-02-06T14:43Z 31.4K followers, [---] engagements
"@Don7Spy why are you shorting today wait for a day or two its just mean reversion back and forth right now. bulls get crushed just rally back into EMAs short again then"
X Link 2026-02-06T17:19Z 31.4K followers, [----] engagements
"@Investright42 $APLD $WULF acting better. Rest all acting like psychopaths"
X Link 2026-02-06T21:58Z 31.5K followers, [---] engagements
"@clp923 Yeah agree. But select growth has been working however. Im still long the same names I was long into the [----] year end. Truly a stock pickers market. Tough to put on big size with conviction however"
X Link 2026-02-08T19:47Z 31.4K followers, [---] engagements
"@Speculatorwalt But but but long term investing Yeah right. youre a Looooong-term investor"
X Link 2026-02-09T13:12Z 31.4K followers, [---] engagements
"@artemkt $RDDT is already down 50% so it has already applied. Now question is if it goes to to 80% from peak"
X Link 2026-02-09T13:27Z 31.4K followers, [---] engagements
"@BikramDhakal6 CoreWeave has stakes in Anthropic And CoreWeave isnt a wild mover Maybe Im dreaming while reading your reply"
X Link 2026-02-09T21:41Z 31.4K followers, [----] engagements
"@JonahLupton totally. $ALAB spiking AH as well clearing that [---] resistance"
X Link 2026-02-10T00:05Z 31.5K followers, [---] engagements
"@JonahLupton There is one more gap around [---] could be massive bounce spot if that gets filled. Im eyeing that closely to load this thing up. Its right at IPO AVWAP right now. Even better if it comes back to this IPO TL around $117. Some major load the boat spots Im watching for $RDDT"
X Link 2026-02-10T00:44Z 31.4K followers, [----] engagements
"$HIMS is now down -60% in a straight line since Oct [--] when the CEO took to Twitter talking about a short squeeze And yet HIMS posts keep getting shared relentlessly on this app (I can't understand why) Far more money is lost trying to catch bottoms than riding trends"
X Link 2026-02-03T16:58Z 31.5K followers, 32.9K engagements
"I dont have a crystal ball on where Software/SaaS/Ad-tech/Mar-tech end up over the next [--] years. Some names may not survive others likely will. What is clear is that a few are extremely oversold and setting up for potential snapback rallies in the near term (decent parabolic LONG opportunities). Carefully picking our spots could be the focus this upcoming week. Ngl I use Claude Code every day as my daily driver and yeah its truly one of the best. But is it really going to replace all the incumbents Like overnight Highly doubt it. That said this does feel like a DeepSeek type moment for"
X Link 2026-02-08T23:13Z 31.5K followers, 21.9K engagements
"@ripster47 @tenet_research $RBRK was there on Friday and Monday. Now it has bounced a bit since then still oversold tho. This list is all about names that are deeply oversold like exhaustion level oversold"
X Link 2026-02-12T03:36Z 31.5K followers, [---] engagements
"$HNGE an IPO I've been trading over the past week or so. Been digging deeper into the company its fundamentals and its growth through their investor relations page. Heres a quick primer. Hinge Health is a leading digital Musculoskeletal (MSK) care platform delivering AI-powered virtual physical therapy motion tracking and personalized care plans. They're growing at 50%+ YoY sales growth already free cash flow positive and just turned net income positive on a GAAP basis. Leveraging AI-driven care models a proprietary wearable device and access to expert clinicians Hinge Health delivers"
X Link 2025-06-29T23:03Z 31.5K followers, 83.1K engagements
"Ok let's do this. What stocks are you all buying right now π"
X Link 2025-12-12T17:10Z 31.5K followers, 24K engagements
"Updated CANSLIM leaderboard. $CLS sighting in the top [--] after they reported double best yesterday. $APLD still remains no. 1"
X Link 2026-01-29T13:59Z 31.5K followers, [----] engagements
"There are roughly [--] camps in the market right now: [--]. Momo holders: Watching their account swing like a yo-yo calling 13% daily moves volatility-adjusted conviction. [--]. Gold & metals shorters: Missed a 150% move up now celebrating every 5-minute ORB low break like its a systemic collateral damage. [--]. Crypto bros: Watching their account make new daily lows while everything else is enjoying a historic bull market. [--]. Sideline watchers: Fully in cash. Eating clean. Well-rested. Properly moisturized. Throwing I told you shade at everyone in the market. [--]. Dividend campers: Collecting a $2"
X Link 2026-01-29T17:28Z 31.5K followers, 41.6K engagements
"$IREN undercutting [--] day. Reports earnings on Thursday AH"
X Link 2026-02-02T14:37Z 31.5K followers, 33.1K engagements
"Thank you $BE. stick to the leaders"
X Link 2026-02-03T14:36Z 31.5K followers, [----] engagements
"$RDDT is down -35% literally in a straight line and now back to April [----] AVWAP. Reports earnings Thursday after the bell"
X Link 2026-02-03T14:51Z 31.5K followers, 21.8K engagements
"$LITE Monster beat - again EPS: $1.67 vs $1.41 298% YoY Sales: 665.5M vs 652.08M 65% YoY Stock +12% AH"
X Link 2026-02-03T21:08Z 31.5K followers, 28K engagements
"$500 $LITE π₯π₯π₯"
X Link 2026-02-04T14:51Z 31.5K followers, [----] engagements
"Every day we see these two stocks being pumped like the next $GOOGL and $AMZN without any regard for risk. "These deals won't last buy every dip" Yes they could be the next ones but now they need to move 100% to break even. Stay humble else the market humbles you"
X Link 2026-02-04T15:01Z 31.5K followers, [----] engagements
"$GOOGL absolutely crushed earnings across the board and Sundar Pichai is putting on an absolute masterclass in the earnings call. Yet after all this if the stock still ends up selling off that's all we have to know about this market"
X Link 2026-02-04T21:44Z 31.5K followers, 23.3K engagements
"$LITE Non-stop bidding MONSTER. Fresh ATHs in this market environment"
X Link 2026-02-05T20:10Z 31.5K followers, [----] engagements
"$BTC Miners Quantum Data Center and Crypto names are the best performers today. But whats also true these are some of the losers for the week despite the upside move today. Basically this market is mindlessly doing pinning action (back and forth) Typically high-beta moves dumps harder rips back lower high next vicious dump rinse and repeat basically still down for the week. Slowly but surely they are taking these names down. This is from my platform with live data stocks handpicked and plotted corresponding to their themes and sub-themes. https://twitter.com/i/web/status/2019872167966515395"
X Link 2026-02-06T20:33Z 31.5K followers, [----] engagements
"A good number of companies that I track trade or held are reporting this week. The beaten down SaaS stocks could get some reprieve based on the report/guidance. Exciting week ahead could be a major tell of what follows moving forward. Most interested in $ON $HOOD $ALAB $NET $APP $NBIS $VRT $ANET $CCJ https://twitter.com/i/web/status/2020566192159641750 https://twitter.com/i/web/status/2020566192159641750"
X Link 2026-02-08T18:31Z 31.5K followers, 12.3K engagements
"$LITE parabola Just about fully out of this π₯π₯π₯ $LITE Monster beat - again EPS: $1.67 vs $1.41 298% YoY Sales: 665.5M vs 652.08M 65% YoY Stock +12% AH $LITE Monster beat - again EPS: $1.67 vs $1.41 298% YoY Sales: 665.5M vs 652.08M 65% YoY Stock +12% AH"
X Link 2026-02-09T14:57Z 31.5K followers, 13K engagements
"@JonahLupton still can't believe $RDDT can't catch a bid around these levels despite such strong growth"
X Link 2026-02-10T00:06Z 31.5K followers, [----] engagements
"@Lazarus_Capital Yep nature of the beast. $IREN has always been a great name for me. Made me a lot of money. Although price appears to be turning bearish right now. Lets see"
X Link 2026-02-10T20:55Z 31.5K followers, [----] engagements
"To me price action hope. Lets see how it plays out $WULF is making fresh highs. $APLD is sitting near highs. $IREN is nowhere close Dont think that divergence is random. Market is calling BS. Purely talking from a price action perspective. As usual Ill flip when information changes https://twitter.com/i/web/status/2021330717511200911 https://twitter.com/i/web/status/2021330717511200911"
X Link 2026-02-10T21:09Z 31.5K followers, [----] engagements
"@Venu_7_ I see this a lot but $STX and $WDC are storage not memory though In someway there is an overlap but technically they are not the same"
X Link 2026-02-11T17:43Z 31.5K followers, [---] engagements
"@treasury_bill Thank you. Appreciate all the level headed investors out there. Thats how its supposed to be. No need to get aggressive or defensive about what others think when you truly know what you own right"
X Link 2026-02-11T23:10Z 31.5K followers, [---] engagements
"@TraderzMoon Lmao π€£ I havent traded $TEM since $85-$90 try again. And I sold $NBIS at $116 ish. Posted on the same day early Nov when I did. This was my last post (bearish) on $TEM Try harder try better ;) Was hearing a lot about $TEM in the morning. None right now. TEM doing TEM things. Nothing to see here. Perfect rejection around the resistance gap declining MAs now. ER next week so gonna keep a close eye. https://t.co/xY3pOibLkv Was hearing a lot about $TEM in the morning. None right now. TEM doing TEM things. Nothing to see here. Perfect rejection around the resistance gap declining MAs"
X Link 2026-02-11T23:37Z 31.5K followers, [---] engagements
"@ripster47 Thanks Rippy yes I built this classification engine. This current form is what I would call MVP1 already working on iterating further to build a more complex clustering-based engine on top of this"
X Link 2026-02-12T02:04Z 31.5K followers, [----] engagements
"@ripster47 @tenet_research This is another one Ive built as well Rippy. You can find your own ideal setup using this feature. Its like training my AI what your ideal setup is then it spits out your ideal setup out every day at a particular time. Can be done intraday as well. @mmonis $RDDT is in top [--] 8th in my list of candidates for an oversold bounce. Top [--] are below A ton of complex algorithm runs behind the scene combining Technical analysis group weakness oversold levels based on specific criteria etc. https://t.co/JMc3avNL8H @mmonis $RDDT is in top [--] 8th in my list of candidates for an"
X Link 2026-02-12T03:13Z 31.5K followers, [---] engagements
"@atbah_trader The main names in this are seemingly cooked for now. Like just breaking down. Now if entire tech/$QQQ start to show strength these could recover else they dont look great to me"
X Link 2026-02-12T03:39Z 31.5K followers, [---] engagements
"$BE was up 18% AH yesterday. They faded the entire move this morning. This market is absolutely nuts not for the faint-hearted or novice traders :)"
X Link 2026-02-06T14:44Z 31.5K followers, [----] engagements
"@NirAoo7 $AMZN $SNOW shareholders last 4-5 years while everyone is enjoying a bull market"
X Link 2026-02-07T02:02Z 31.5K followers, [----] engagements
"Bought a stock earlier today that I never imagined I would ever trade again. As always - never the chart pattern alone although it does have a great one going on right now. More to do with [--]. Pristine balance sheet [--]. High margins [--]. Small growth up-tick [--]. Relative strength [--]. Not a wild mover [--]. Above all its minority stake in Anthropic is now worth several billions. https://twitter.com/i/web/status/2020970838883815502 https://twitter.com/i/web/status/2020970838883815502"
X Link 2026-02-09T21:19Z 31.5K followers, 33K engagements
"@JonahLupton π"
X Link 2026-02-09T21:40Z 31.5K followers, [----] engagements
"@JarvisFlow I have covered $HIMS a lot. Poor shareholders I tried to help my best"
X Link 2026-02-11T19:22Z 31.5K followers, [---] engagements
"I share actionable setups with a good hit rate in advance (not after the fact) including precise levels and help folks understand discipline risk management/stops. And I do fail probably a lot sometimes. I dont run a service I dont run discord. I dont engagement farm. Truly have no intention to make $$ off other people and my only intention is to help. This isnt just a lip service. You dont have to be a chad born with incredible trading skills. Trading can be taught and learnt if you are willing to work your ass off its possible to be successful at this when you build your muscle memory. I"
X Link 2023-12-15T01:51Z 31.5K followers, 615.7K engagements
"$BE +13% above the $120 level pre-market American Electric Power said on Thursday its unit will buy a substantial portion of its option for solid oxide fuel cells in a deal worth about $2.65 billion as part of its plans to develop and build a fuel cell power generation facility. In [----] AEP signed an agreement with Bloom Energy to acquire [---] megawatts of solid oxide fuel cells with an option to purchase an additional [---] MWs. The utility's unit exercised that option earlier this week AEP revealed in a regulatory filing. $BE $EOSE both above [--] day trying to flip downtrend into a possible"
X Link 2026-01-08T14:01Z 31.5K followers, [----] engagements
"Big gap down. Let's do this who is buying (if yes what) who is selling who is yelling It's Tuesday which means the time is ripe for some #TacoTuesday"
X Link 2026-01-20T13:50Z 31.5K followers, 10.7K engagements
"This market is actively hunting to take your money away if: [--]. You truly dont know what youre doing [--]. Youre not nimble or fluid enough to change your opinion quickly and instead clinging on to strong opinions [--]. Youre listening to random voices and trading on borrowed conviction The next few months I hate to say that a lot of people who fit this profile are unfortunately going to lose/give back a lot of money. Seen this movie before"
X Link 2026-02-06T13:12Z 31.5K followers, 25.9K engagements
"2026 is still super young The best [--] themes YTD thus far [--]. Memory [--]. Opticals/Photonics [--]. Semi-Equipment And the Worst [--] themes are [--]. 2023-2025 Growth leaders [--]. Crypto [--]. Ad-tech & SaaS"
X Link 2026-02-07T01:07Z 31.5K followers, 65.8K engagements
"$IREN is starting to look more like a short than a long around $45-$46 Clear LH & LL it has one of the weaker names post-earnings despite bounce ER was below par mgmt didnt offer much clarity around forward deals or visibility. Meanwhile $APLD & $WULF have continued to lead the group Must reclaim $47 ish for upside. https://twitter.com/i/web/status/2021297663581340076 https://twitter.com/i/web/status/2021297663581340076"
X Link 2026-02-10T18:58Z 31.5K followers, 59.9K engagements
"If my posts last week or so have leaned more bearish than bullish its because thats what Im seeing. Outside of value and a few selective growth pockets a lot of the usual FinTwit darlings are down 50% and some a lot more. I cant show up here keep a pretty smile and blindly chant buy the effing dip while stocks are in clear downtrends. Thats not me. I show up and keep it real regardless of who likes it or not. Yes Ive lost followers. A lot last few days. Thats fine. If this were about farming clicks Id be posting rocket emojis and hopium threads all day and probably have several thousand more"
X Link 2026-02-11T19:33Z 31.5K followers, 18.7K engagements
"No the entire growth land isnt burning down. Leaders are still acting like leaders. Nothing materially changed in the last few days. There has been dispersion and it's getting a lot more obvious now Meanwhile there is a full-blown bull market in parts of value & non-growth. Gotta be in the right names else this market can be brutal. New Update: More work went into drilling down beyond broad buckets for example: Semiconductors Now the themes are broken down into far more granular taxonomies so this is not just screening a large sector It's actually drilling into the exact pocket of strength"
X Link 2026-02-12T01:01Z 31.5K followers, 19.4K engagements
"@NirAoo7 Ser if you want short there are plenty of stocks $MU $SNDK arent that imho. Lets see"
X Link 2026-02-12T16:35Z 31.5K followers, [----] engagements
"@morpheus7447x @RemindMe_OfThis Lmao brother youre bagged so hard that youre setting reminder for random posts. I hope your bags come back for you at that time very likely Ill be posting bullish things about $HIMS (if it does happen). Good luck"
X Link 2026-02-12T18:23Z 31.5K followers, [---] engagements
"@JarvisFlow $AMZN could be one of the worst stocks in the market. So overrated too"
X Link 2026-02-12T20:52Z 31.5K followers, [---] engagements
"$ABNB $SNOW are two of the two most loved stocks at IPO back in the day. If you bought and held these stocks from day [--] of their IPOs youre still underwater after [--] years. Weve had a ridiculous a bull market in the meantime. Buy and hold investing yay"
X Link 2026-02-12T21:09Z 31.5K followers, [----] engagements
"@IvayloPashov Yes Im anticipating something similar with stocks that may go IPO this year. Theyre going to IPO at the peak valuation and probably wont go anywhere for years. Stocks that IPO during or near bear market generally do far better than ones that IPO near market highs"
X Link 2026-02-12T21:22Z 31.5K followers, [---] engagements
"Full transparency batting average check: Last [--] sessions took [--] new longs stopped out on every single one. Tried [--] shorts all [--] worked. Those covered those for those stops I took. Just doing less is more in this environment is better. Tape is tricky right now. Even some of the best traders out there are saying the same. So if youre struggling youre not alone β Risk first. Reward is secondary. Staying nimble"
X Link 2026-02-12T23:54Z 31.5K followers, [----] engagements
"@atbah_trader I have been sharing some of them already right All of them worked $PATH $IREN heck literally any high beta retail heavy name worked"
X Link 2026-02-13T00:21Z 31.5K followers, [---] engagements
"@Rob81Boston Boston Celtics color is green $ALAB holder color is red. What else can I say"
X Link 2026-02-13T00:33Z 31.5K followers, [---] engagements
"Its been [--] weeks and this meme has aged like fine wine every single day since. Couldnt have timed this post any better π¬π€£β Trading this market feels like. https://t.co/CpTdtWQzW2 Trading this market feels like. https://t.co/CpTdtWQzW2"
X Link 2026-02-13T02:24Z 31.5K followers, [----] engagements
"Trading this market feels like. π¨ TRUMP: BASED UPON THIS UNDERSTANDING I WILL NOT BE IMPOSING TARIFFS THAT WERE SCHEDULED TO GO INTO EFFECT ON FEBRUARY 1ST TRUMP: SAYS AFTER RUTTE MEETING: WE HAVE FORMED FRAMEWORK OF A FUTURE DEAL WITH RESPECT TO GREENLAND π¨ TRUMP: BASED UPON THIS UNDERSTANDING I WILL NOT BE IMPOSING TARIFFS THAT WERE SCHEDULED TO GO INTO EFFECT ON FEBRUARY 1ST TRUMP: SAYS AFTER RUTTE MEETING: WE HAVE FORMED FRAMEWORK OF A FUTURE DEAL WITH RESPECT TO GREENLAND"
X Link 2026-01-21T19:35Z 31.5K followers, 436.5K engagements
"$HIMS is a gentle reminder This combo of high beta + questionable leadership + buy-and-hold is not an investing strategy. Why marry them when we can date them. $HIMS is now down -60% in a straight line since Oct [--] when the CEO took to Twitter talking about a short squeeze And yet HIMS posts keep getting shared relentlessly on this app (I can't understand why) Far more money is lost trying to catch bottoms than riding trends https://t.co/QCj5ZvygYj $HIMS is now down -60% in a straight line since Oct [--] when the CEO took to Twitter talking about a short squeeze And yet HIMS posts keep getting"
X Link 2026-02-06T00:18Z 31.5K followers, 53.7K engagements
"Such an insanely bifurcated market. Never traded in 2000s so I wont pretend that Im an expert. But man this market is truly something tough to draw conclusions although there are parallels Internet in [----] AI in [----] People who were there in [----] can add their insights Correlation among S&P [---] stocks has broken down. Many stocks are pushing to new highs while others are sinking to new lows. The last time correlations were this low was September [----]. This doesnt imply an imminent crash but it is a warning β h/t @sentimentrader https://t.co/s6bnc9Gnfy Correlation among S&P [---] stocks has"
X Link 2026-02-08T19:27Z 31.5K followers, 17.9K engagements
"No surprise on a day like today tech led again today with metals joining the party. Todays top [--] themes were: [--]. HPC Data Centers [--]. Metals [--]. Opticals - Photonics On the flip side vol got crushed further the defensive names that ramped recently gave back some as risk-on signals re-entered the tape last [--] sessions. Incredibly dynamic market. Risk-on to risk-off to risk-on again flipping faster than Kardashians flipping boyfriends. Gotta stay nimble. https://twitter.com/i/web/status/2021034150363361493 https://twitter.com/i/web/status/2021034150363361493"
X Link 2026-02-10T01:31Z 31.5K followers, [----] engagements
"If someone is working with a few thousand dollars they can get away by messing around. Illiquidity doesnt hurt a ton volatility feels exciting. You can take swings you probably shouldnt and still sleep at night cause youre not gonna lose a shit ton. But the bigger the portfolio size the game entirely changes. Stock selection will matter a lot more. You cant sit in illiquid massively volatile names anymore. Not because know what you own BS that gets spewed on this app without any context but because risk scales differently. Thats just the nature of the beast. People whove been through real"
X Link 2026-02-10T22:00Z 31.5K followers, 12.8K engagements
"@mmonis $RDDT is in top [--] 8th in my list of candidates for an oversold bounce. Top [--] are below A ton of complex algorithm runs behind the scene combining Technical analysis group weakness oversold levels based on specific criteria etc"
X Link 2026-02-12T01:46Z 31.5K followers, [----] engagements
"The best performing themes today were Storage Memory from growth land. But everything else after that was defensive groups like Healthcare Utilities Defense Staples etc. Issue is these stocks have gotten extended that there arent ideal entry points. On the flip side the losers were unexpectedly tech. Literally every sexy theme got taken to the woodshed. BESS Prop tech quantum fintech oh and metal miners got absolutely destroyed today as well"
X Link 2026-02-13T02:58Z 31.5K followers, [----] engagements
"$TTD just checked the chart. Not surprised where it is. The risk with strong opinions while ignoring the market feedback is simple: losses compound really fast. It wasnt a popular take last year when I highlighted many times that TTD was a fade not a buy. Now can TTD come back Heck yeah stocks do make comebacks. But what's also true is that it is now down -65% since then and -80% from its peak closer to COVID lows than ATHs. TTD has been a major laggard despite a strong bull market elsewhere. Stocks are only good when theyre going up. Price pays narratives don't. Also Men lie. Women lie."
X Link 2026-02-07T15:55Z 31.5K followers, 15.7K engagements
"@TSDR_Trading [--]. Short high beta. Cover at extensions. [--]. Stay LONG or buy pullbacks on memory opticals semi-equipment & related groups. Easier to say but tough to keep executing with precision. But these are the trades that keep working for me"
X Link 2026-02-11T23:01Z 31.5K followers, [----] engagements
"Youve consistently been one of the best stock pickers out there. Respect At the end of the day its about holding the best stocks in the best themes. Getting that part right makes it more than half the battle already won. From there its about disciplined position management when invalidations happen. Do the hard thing right upfront. The rest generally tends to sort itself out. https://twitter.com/i/web/status/2021753840836497423 https://twitter.com/i/web/status/2021753840836497423"
X Link 2026-02-12T01:10Z 31.5K followers, [----] engagements
"Only fundamentals dont move stocks. Only technicals dont move stocks. You can come with an incredible thesis find a company with elite fundamentals and the prettiest chart in the world but if the market environment isnt supportive its going to be a bumpy ride. Great trades arent built in isolation. They sit right at the intersection of fundamentals technicals and the right tape. When all three align you dont have to do the heavy lifting but the trade itself will do that for you. The sooner one understands this the better trader they can become"
X Link 2026-02-12T16:20Z 31.5K followers, [----] engagements
"$HIMS Did your furu call bottom at $50 At [--] [--] $25 generational bottom I mean look at this chart. There is literally nobody buying this other than some cults. Fire that Furu cause you deserve a better one. Sorry but not sorry for being brutally honest $HIMS is a gentle reminder This combo of high beta + questionable leadership + buy-and-hold is not an investing strategy. Why marry them when we can date them. https://t.co/5kaOauYqUG $HIMS is a gentle reminder This combo of high beta + questionable leadership + buy-and-hold is not an investing strategy. Why marry them when we can date them."
X Link 2026-02-12T16:53Z 31.5K followers, 17K engagements
"Im fully prepared for a flood of Warren Buffett quotes in the coming months. I can truly foresee it. In the meantime heres one from yours truly: Fundamentals can stay rock solid far longer than your portfolio can stay liquid. Manage risk first"
X Link 2026-02-12T19:20Z 31.5K followers, 10.8K engagements
"@SubuTrade I wonder what happened to these staples/defensive stocks after the general market went into correction/crash in [----]. I will go and study this whether they also went down with the market or they held on stronger. Great data as always SubuTrade πͺ"
X Link 2026-02-13T13:13Z 31.5K followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::anandragn