# ![@cabrera_rivero Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::559057287.png) @cabrera_rivero US Stock Sector Insights

US Stock Sector Insights posts on X about ai, target, strong, core the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::559057287/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::559057287/c:line/m:interactions.svg)

- [--] Week [-----] -80%
- [--] Month [------] +373%

### Mentions: [--] [#](/creator/twitter::559057287/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::559057287/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::559057287/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::559057287/c:line/m:followers.svg)

- [--] Week [---] +0.33%
- [--] Month [---] -20%

### CreatorRank: [---------] [#](/creator/twitter::559057287/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::559057287/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  64% [finance](/list/finance)  45% [technology brands](/list/technology-brands)  28% [cryptocurrencies](/list/cryptocurrencies)  10% [automotive brands](/list/automotive-brands)  4% [countries](/list/countries)  3% [exchanges](/list/exchanges)  1% [fashion brands](/list/fashion-brands)  1%

**Social topic influence**
[ai](/topic/ai) 42%, [target](/topic/target) 32%, [strong](/topic/strong) 18%, [core](/topic/core) 17%, [level](/topic/level) 17%, [longterm](/topic/longterm) #1812, [$iren](/topic/$iren) #350, [investment](/topic/investment) 9%, [breakout](/topic/breakout) 9%, [market](/topic/market) 8%

**Top accounts mentioned or mentioned by**
[@stocksavvyshay](/creator/undefined) [@thelonginvest](/creator/undefined) [@mmatters22596](/creator/undefined) [@tacticzh](/creator/undefined) [@theraymyers](/creator/undefined) [@wealthmatica](/creator/undefined) [@moninvestor](/creator/undefined) [@wallstengine](/creator/undefined) [@mrderivatives](/creator/undefined) [@stocktwits](/creator/undefined) [@theprofinvestor](/creator/undefined) [@sergeycyw](/creator/undefined) [@thexcapitalist](/creator/undefined) [@rihardjarc](/creator/undefined) [@hypertechinvest](/creator/undefined) [@qualtrim](/creator/undefined) [@dannycheng2022](/creator/undefined) [@spaceinvestord](/creator/undefined) [@bdinvestingg](/creator/undefined) [@barchart](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/bitcoin) [Intel Corporation (INTC)](/topic/$intc) [Alibaba Group (BABA)](/topic/$baba) [Microsoft Corp. (MSFT)](/topic/$msft) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Micron Technology, Inc. (MU)](/topic/$mu) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Tesla, Inc. (TSLA)](/topic/$tsla) [Oklo Inc. (OKLO)](/topic/$oklo) [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Western Digital Corp (WDC)](/topic/$wdc) [Sandisk Corporation (SNDK)](/topic/$sndk) [UnitedHealth Group (UNH)](/topic/$unh) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [IonQ, Inc. (IONQ)](/topic/$ionq) [Eli Lilly and Company (LLY)](/topic/$lly) [Dingdong (Cayman) Limited (DDL)](/topic/$ddl) [XPENG INC. (XPEV)](/topic/$xpev) [Lennox International, Inc. (LII)](/topic/$li) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Strategy (MSTR)](/topic/$mstr) [iShares BTC Trust (IBIT)](/topic/$ibit)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$PGY plunges approximately 20% pre-market Earnings Roundup ✅ Adjusted EPS and EBITDA significantly exceed expectations ❌ Q4 revenue falls short of market consensus ❌ [----] full-year and Q1 guidance both fall short of consensus ❌ Online lending growth slows significantly putting pressure on growth momentum Core Logic: While profitability is improving downward revisions to growth expectations are the core negative factor. High Beta characteristics amplify volatility and valuation faces repricing. High Beta characteristics amplify volatility and valuation faces repricing. #PGY #FinTech #AI"  
[X Link](https://x.com/cabrera_rivero/status/2020861833465212985)  2026-02-09T14:06Z [---] followers, [---] engagements


"$IONQ Detailed Analysis The current stock price is in a short-term pullback range but its high volatility high valuation and high growth attributes remain unchanged. 🎯 Target Price First Target (Short-Term): $46.5-$48.9 (Upper edge of previous consolidation priority profit-taking level) Second Target (Swing Trading): $53-$56 (Historically densely traded area) Long-Term Target (12 Months): $75.91+ (Analyst consensus optimistically $80-$100) 🛡 Key Support Levels (Core of Risk Control) Short-Term Support: $37.5-$38 (50-day moving average a key level for determining strength or weakness; reduce"  
[X Link](https://x.com/cabrera_rivero/status/2018302957993828837)  2026-02-02T12:38Z [---] followers, [---] engagements


"$INTC Intel [----] Core Analysis + First Target Price Short-term First Target Price: $50 (1-4 weeks high probability) Mid-term First Target Price: $60-65 (1-2 quarters trend-following) Core Support: $42-44 (strong support) Core Logic 18A process ramp-up IFS foundry benefits from policy + funding support AI server / AI PC dual main themes [----] Q1 earnings trough partially digested capacity and profitability to improve quarter by quarter from Q2 Low valuation clear expectation of a turnaround significant institutional divergence but optimists see $60+ Trading Recommendations Short-term: Buy on"  
[X Link](https://x.com/cabrera_rivero/status/2018345872203960655)  2026-02-02T15:28Z [---] followers, [----] engagements


"$AMD ✅First target price: $281.06 (Upside 18.72%) ✅Second target price: $330 🛡Support level: $230 Stop loss level: $225 Core drivers: Increased server CPU market share + AI collaboration implementation + lifting of restrictions in the Chinese market with Zen6 architecture expected to be deployed in [----] #USStocks #Semiconductors #AIComputingPower #AMD https://twitter.com/i/web/status/2018655346957422828 https://twitter.com/i/web/status/2018655346957422828"  
[X Link](https://x.com/cabrera_rivero/status/2018655346957422828)  2026-02-03T11:58Z [---] followers, [----] engagements


"$IREN reached my suggested price yesterday let's expect it to reach the first target price. Holding strategy: Maintain a position of 30% before the earnings report; add to the position to 50% if it breaks through $58.58; take profits in batches between $60 and $69.36. #IREN #USStocks #AI #EarningsReport #TradingStrategy #StockAnalysis #USStockInvestment #TechStocks https://twitter.com/i/web/status/2018698800836018623 https://twitter.com/i/web/status/2018698800836018623"  
[X Link](https://x.com/anyuser/status/2018698800836018623)  2026-02-03T14:51Z [---] followers, [----] engagements


"$PLTR In-Depth Analysis: 139% NRR Accelerates for [--] Consecutive Quarters AIP Restructures Enterprise Operations PLTR's net dollar retention rate is 139% accelerating for [--] consecutive quarters. Existing customer payments increased by 39% year-over-year. High stickiness and high ARPU are the dual drivers maximizing revenue certainty. AI agents run controlled workflows deeply embedded in core businesses with extremely high replacement costs. It is suitable for highly compliant scenarios such as finance and defense opening up long-term growth potential. With strong growth and profitability the"  
[X Link](https://x.com/cabrera_rivero/status/2019045390864007420)  2026-02-04T13:48Z [---] followers, [---] engagements


"$LLY GLP-1's dual-engine growth is explosive with combined sales from Mounjaro and Zepbound exceeding [----] billion a year-on-year increase of over 110% and both revenue and EPS significantly exceeding expectations 🔥 [----] guidance again exceeded market expectations with full-year revenue of 80-83 billion and EPS of $33.5-35 maximizing growth certainty. Key Price Levels Support: [------] / [---] First Target: [----] Second Target: [----] Risks Pricing pressure intensified competition in GLP-1 and production capacity pace. Trading Strategy Hold positions with a stop-loss at [---] targeting 1100-1200;"  
[X Link](https://x.com/cabrera_rivero/status/2019067112476606506)  2026-02-04T15:14Z [---] followers, [---] engagements


"$BABA Alibaba (BABA): High Growth in Cloud & AI + Consumption Recovery + Valuation Repair Target Price: $200 (Average Institutional View) Support: $150 / $140 Resistance: $170 / $190 Strategy: Buy in batches within the $150-$155 range stop loss at $140 reduce positions at $200 #BABA #ChineseStocks #Alibaba #CloudAI #USStocks https://twitter.com/i/web/status/2019407192311390295 https://twitter.com/i/web/status/2019407192311390295"  
[X Link](https://x.com/cabrera_rivero/status/2019407192311390295)  2026-02-05T13:46Z [---] followers, [---] engagements


"Most popular Chinese concept stocks rose: $MOSN up more than 5% $BILI up more than 3% $BABA $XPEV $LI up more than 2%. $DDL rose as much as 9% intraday after Meituan plans to acquire the company for $717 million. $BIDU up more than 4%: expected to pay its first dividend in [----] and authorized a new $5 billion share repurchase program. $NIO up more than 7%: expects adjusted operating profit of RMB [---] million to [---] billion in Q4 [----]. $TENB up 10%: Q4 revenue rose 10.5% YoY beating market expectations. $SYM up 6%: Q1 revenue rose 29% YoY beating estimates; strong Q2 guidance. $ALGN up 11%: Q4"  
[X Link](https://x.com/anyuser/status/2019415746883776929)  2026-02-05T14:20Z [---] followers, [---] engagements


"$IREN plunged 17.37% to close at $44.94 on February 4th a 30% pullback from its January high. Key factors and earnings highlights at a glance: 🔻Core reasons for the decline: Bitcoin fell over 4% + AI sector sell-off; Q2 earnings released after market close today high CAPEX raises concerns. 📊 Key levels: Support at $43.91 resistance at $48-50; currently deploying [-----] NVIDIA GPUs. 💡 Trading strategy: Oversold near $44; if earnings disappoint expect a drop to $38-40; if earnings exceed expectations consider establishing a position targeting $50. ⚠ Risks: Bitcoin decline AI transformation"  
[X Link](https://x.com/cabrera_rivero/status/2019422152609480931)  2026-02-05T14:45Z [---] followers, [---] engagements


"#BTC [-----] - Extreme panic 24-hour liquidations reach [---] million ETFs continue to see outflows 70k level is a critical support level + gold diverges from $5000. US regulators: Treasury Secretary Bessenter's congressional testimony clarified that "the government will not bail out BTC holdings" exacerbating market selling pressure. The White House convened Coinbase and others on February 2nd to discuss stablecoin reward regulation. Banks are concerned about diverting deposits and the industry is pushing for legislation aiming to find a solution by the end of February. Institutional views: "Big"  
[X Link](https://x.com/cabrera_rivero/status/2019428259293778352)  2026-02-05T15:09Z [---] followers, [---] engagements


"$MSTR MSTR's core focus is currently on high-risk assets driven by Bitcoin price volatility. On February [--] [----] its closing price was $106.99 a drop of over 77% from its November [----] peak. Support levels are $100-$104. Core Investment Logic The company's core strategy is "equity + debt financing to buy Bitcoin." As of February [--] [----] it held [------] Bitcoins with a total cost of $54.26 billion and an average cost of $76052 per coin. Due to the recent sharp drop in Bitcoin (approximately $60000 on February 5) the position is showing its first unrealized loss. Trading Recommendations Short-term"  
[X Link](https://x.com/anyuser/status/2019738835643470278)  2026-02-06T11:43Z [---] followers, [---] engagements


"$IBIT IBIT with its low fees high liquidity institutional backing and options tools has become a leading Bitcoin ETF suitable for various investor portfolios. Short-term overselling may present a buying opportunity; in the medium term focus on capital inflows and Bitcoin price stabilization; long-term value depends on the development of the Bitcoin industry and institutional allocation trends. Operationally it is recommended to build positions in batches use strict stop-loss orders and optimize the risk-reward ratio using options tools. Operational Recommendations: Buy in batches: Initially"  
[X Link](https://x.com/cabrera_rivero/status/2019759513759293735)  2026-02-06T13:06Z [---] followers, [---] engagements


"$IREN's short-term performance and stock price fluctuate greatly but its AI transformation direction is clear and its valuation is attractive making it a typical high-risk high-return stock. Key tracking indicators include AI customer signing progress GPU deployment speed AI Cloud ARR growth and Bitcoin price trends. If the transformation proceeds smoothly it is expected to experience a double boost in both valuation and performance. Positioning Strategy: Total position should not exceed 10% built in 3-4 batches. The initial 30% position should be in the $38-$40 range with an additional 30%"  
[X Link](https://x.com/cabrera_rivero/status/2019768366915793210)  2026-02-06T13:41Z [---] followers, [---] engagements


"$MSFT Detailed Analysis Short-term first target: $425$430 Key support: $390 $375 Resistance: $415 $425 $435 Highlights: AI Cloud Copilot commercialization deep integration with OpenAI Risks: High AI capital expenditure short-term growth pressure valuation correction Earnings exceeded expectations but the stock price plummeted. Technically it has entered oversold territory. A rebound can be considered if it stabilizes above 390; a break below this level warrants caution. Institutional consensus (44 Wall Street analysts) Rating: Moderate Buy (39 Buy [--] Hold [--] Strong Buy) #MSFT #USStocks"  
[X Link](https://x.com/cabrera_rivero/status/2020847546302701734)  2026-02-09T13:09Z [---] followers, [---] engagements


"$OSCR Pre-Market Summary Earnings + Sentiment + Key Levels Q4 Earnings Missed Expectations Across the Board: Revenue and EPS both missed MLR spiked to 95.4% healthcare costs spiraled out of control and losses widened significantly. Adding to this is the reduction in ACA subsidies putting immense pressure on enrollment and profitability in [----]. Key Levels Today Support: [-----] [-----] Resistance: [-----] [-----] One-Sentence Summary: The negative earnings news has been priced in; pre-market rallies followed by pullbacks with bears in control. [--] is a critical level; a break below this level could"  
[X Link](https://x.com/cabrera_rivero/status/2021193894109548877)  2026-02-10T12:05Z [---] followers, [---] engagements


"$CIFR Quick Overview From Bitcoin mining to AI computing infrastructure holding $8.5 billion in long-term orders from AWS and Google. Core Advantages: Low-cost electricity in Texas + 3.2GW pipeline positioning itself to meet AI computing demand. Current Status: High growth still unprofitable driven by a dual-cycle of BTC + AI. High valuation extremely volatile suitable for high-risk appetite. Key Factors: Order fulfillment improved gross margin BTC price movement. ⚠ Not investment advice highly volatile. #CIFR #AIComputingPower #BitcoinMining #DataCenter #CryptoAIDualDrive"  
[X Link](https://x.com/cabrera_rivero/status/2021195092309008637)  2026-02-10T12:10Z [---] followers, [---] engagements


"@StockSavvyShay Double blows shatter $HIMS: Novo Nordisk's legal action + FDA tightening of GLP-1 combination therapy and its own cancellation of semaglutide combination therapy disproving the high-growth story and investors voting with their feet"  
[X Link](https://x.com/cabrera_rivero/status/2020859802641981622)  2026-02-09T13:58Z [---] followers, [---] engagements


"@TheLongInvest This is a typical case of panic selling followed by major players buying up shares. Either the stop-loss orders were set haphazardly and triggered or the financial reports were not read in their entirety. Both scenarios result in carelessness and money being lost"  
[X Link](https://x.com/cabrera_rivero/status/2021200286937907540)  2026-02-10T12:31Z [---] followers, [---] engagements


"In-depth Analysis of Intel $INTC First Target Price: $49 - $50 A breakout above the recent trading range upper limit of $47.5 requires confirmation with increased trading volume. Second Target Price: $55 - $56 If the 18A process technology progresses smoothly and AI business continues to ramp up a mid-term valuation recovery is expected. Strong Support: $43.5 - $44.0 (20-day moving average and short-term trend line) Intel ($INTC) stock has recently shown an upward trend driven by both AI server demand and process technology advancements. Although concerns remain about a weak PC market"  
[X Link](https://x.com/cabrera_rivero/status/2013950940106080637)  2026-01-21T12:24Z [---] followers, [----] engagements


"A friend asked me today if $MU is still a good buy. My suggestion: Short-term: Buy around $370 target $400 stop-loss at $365 (previous closing price) betting on HBM order fulfillment and earnings report performance. Medium-term: Hold until $420 focusing on the Q2 FY2026 earnings report (February 28th) and HBM4 production progress. If revenue growth is below 50% or HBM gross margin declines consider reducing the position to 50%. Risk control: Avoid chasing highs build positions in batches and reserve cash to cope with fluctuations caused by macroeconomic policies and industry competition. #MU"  
[X Link](https://x.com/cabrera_rivero/status/2014047541663346882)  2026-01-21T18:48Z [---] followers, [---] engagements


"$EOSE Latest Analysis First Target Price: $19.86 After breaking through the short-term resistance of $17.76 it will test the historical high matching the expectation of order fulfillment. Second Target Price: $22.00 New production lines reaching full capacity + explosive demand for AI energy storage realizing the upper limit of valuation. Support Level: $16.20 The first stabilization point on a pullback. Buying Strategy: Enter with a small position in the $16.20$16.50 range with a stop loss at $13.54 and a target of $19.86; add to the position if it breaks through $19.86 targeting $22.00."  
[X Link](https://x.com/cabrera_rivero/status/2014317747920838785)  2026-01-22T12:42Z [---] followers, [----] engagements


"This $MU wave is not a cyclical rebound With subsidies from the White House Nvidia scrambling for production capacity and HBM prices rising continuously it's a consensus that memory is becoming a bottleneck for AI. Stop worrying about a "cyclical peak" and you'll only regret it later. Isn't it better to build positions in batches now https://twitter.com/i/web/status/2014333856417972556 https://twitter.com/i/web/status/2014333856417972556"  
[X Link](https://x.com/cabrera_rivero/status/2014333856417972556)  2026-01-22T13:46Z [---] followers, [----] engagements


"@TacticzH ASML's $1360 level needs earnings support If Q4 orders exceed [---] billion and the [----] guidance increases by 12%+ it can hold above $1400; an upward revision of the [----] guidance is the key to a major market move. Hold on and wait for the earnings report to catalyze the move"  
[X Link](https://x.com/cabrera_rivero/status/2014334154029072640)  2026-01-22T13:47Z [---] followers, [---] engagements


"@TheRayMyers $PATH's turnaround confirmed but don't chase the highs After five years of overselling fundamentals are just starting to recover with earnings share buybacks and AI providing triple catalysts. Pullbacks are buying opportunities; hold and wait for valuation recovery"  
[X Link](https://x.com/cabrera_rivero/status/2014334459131130228)  2026-01-22T13:48Z [---] followers, [---] engagements


"@TheRayMyers We've struck gold $DAVE has increased [--] times in three years and is still undervalued by 39%. With new banks and fintech as dual growth drivers how much higher can it go"  
[X Link](https://x.com/cabrera_rivero/status/2014357863892676658)  2026-01-22T15:21Z [---] followers, [--] engagements


"@TheProfInvestor The $META trend line is incredibly stable; it's held up since [----] and maintaining it is a huge opportunity"  
[X Link](https://x.com/cabrera_rivero/status/2014366769100488928)  2026-01-22T15:57Z [---] followers, [---] engagements


"@MMatters22596 Do you think $BABA can successfully break through $230 Should we add to our positions now or patiently wait for a pullback"  
[X Link](https://x.com/cabrera_rivero/status/2014373509049250226)  2026-01-22T16:24Z [---] followers, [---] engagements


"@wealthmatica $PGY+36% revenue + [--] partners this is amazing The AI lending sector is booming; with the four partners we've been negotiating with coming to fruition we'll take off immediately"  
[X Link](https://x.com/cabrera_rivero/status/2014702293069791428)  2026-01-23T14:10Z [---] followers, [---] engagements


"@StockSavvyShay I think their AI capabilities are actually quite strong; it's just that the market hasn't reacted yet. Once the learning effectiveness is proven the stock price may see a rebound"  
[X Link](https://x.com/cabrera_rivero/status/2014702628324712680)  2026-01-23T14:11Z [---] followers, [---] engagements


"$TSLA Detailed Analysis Strategy Recommendation: Buy in the $430-$440 range stop loss below $420 first target $480 second target $520 take profit gradually. First Target Price $480: Based on a technical breakout if it stabilizes above the $450-$460 range short covering and buying pressure will drive the stock price upward aligning with the short-term optimistic expectations of some institutions. Second Target Price $520: Considering the growth of the energy business and the progress of FSD commercialization if the automotive business stabilizes in [----] coupled with the implementation of AI"  
[X Link](https://x.com/cabrera_rivero/status/2014710734790287400)  2026-01-23T14:44Z [---] followers, [---] engagements


"Is this a genuine or temporary boost for Nvidia With China allowing Alibaba to buy H2O2 it seemed like Nvidia could profit from the Chinese market again. However the US is demanding a 25% cut and China is also holding up import approvals. It feels like the deal is unlikely to materialize. https://twitter.com/i/web/status/2014716919887065361 https://twitter.com/i/web/status/2014716919887065361"  
[X Link](https://x.com/cabrera_rivero/status/2014716919887065361)  2026-01-23T15:08Z [---] followers, [--] engagements


"$NVDA - Suitable for Swing Trading + Medium-to-Long-Term Positioning Reference 👇 First Target Price: $200 (Breakthrough of psychological level + Institutional consensus) Second Target Price: $235 (UBS rating corresponding to 25% upside potential) Buy in batches during pullbacks to the $180-$182 range with a stop-loss at $175. Short-term fluctuations do not change the long-term growth logic. Strong order book + technological iteration + ecosystem barriers support performance making it suitable for a combination of swing trading and long-term allocation. #NVDA #AI #USStocks #Tech"  
[X Link](https://x.com/cabrera_rivero/status/2014722754960830959)  2026-01-23T15:31Z [---] followers, [---] engagements


"$IREN Detailed Analysis Trading Recommendation: Establish a 50% position in the $50-$52 range with the remaining funds available for further investment once fundamentals materialize. First Target Price: $70 (Canaccord Genuity's latest target price). Based on AI business expansion and valuation calculations under a market-neutral scenario a breakout could open up further upside potential. Second Target Price: $96. This is a Fibonacci extension level coupled with institutional expectations for performance following the completion of a large Microsoft contract making it an optimistic target"  
[X Link](https://x.com/cabrera_rivero/status/2014725380674879825)  2026-01-23T15:42Z [---] followers, [----] engagements


"Today I'm adding $IREN to my watchlist optimistic about its future growth potential. 📈 Yesterday $INTC reached its second target price and I've successfully taken profits. ✅ Click my profile picture to visit my homepage and follow me to get daily updates on trending news and investment portfolios. 🤝 Market volatility is normal; the key is the logic behind our approach. Leveraging our team's nearly [--] years of global market experience we insist on in-depth industry chain research geopolitical dynamic tracking and quantitative model support striving to find certainty-based excess returns"  
[X Link](https://x.com/cabrera_rivero/status/2014758160553152885)  2026-01-23T17:52Z [---] followers, [---] engagements


"@TacticzH A PE ratio of [---] corresponds to a net profit of [--] billion requiring extremely high growth realization. Currently both deliveries and gross profit are under pressure and the valuation bubble still exists. $TSLA"  
[X Link](https://x.com/cabrera_rivero/status/2014764794981531853)  2026-01-23T18:18Z [---] followers, [---] engagements


"Next Week's Strategy Highlights In a volatile market strictly control your positions and focus on sectors with high certainty: Prioritize leading AI computing power companies and policy-benefited sectors such as nuclear energy; Wait for the Fed's statements and the earnings reports of tech giants avoiding traditional chip stocks and trade-sensitive small-cap stocks; Utilize tools to hedge against volatility risks brought by earnings reports and policies avoid blindly chasing highs and wait for the market to clarify its direction before making investment decisions. #USStocks #Nasdaq"  
[X Link](https://x.com/cabrera_rivero/status/2015412002013749641)  2026-01-25T13:10Z [---] followers, [--] engagements


"@SergeyCYW "You can't talk about Mag [--] fundamentals without mentioning the interest rate elephant in the room. At 4-5% rates these multiples are historically aggressive. The 'duration risk' is real. ⚠""  
[X Link](https://x.com/cabrera_rivero/status/2015777549146632216)  2026-01-26T13:23Z [---] followers, [---] engagements


"@thexcapitalist Druckenmiller nailed it the 12yr greenfield lag is the killer. [----] deficit already 150k tons AI data centers chew 2x more copper than traditional ones and mines are aging fast. Supply cant catch up period. 📊#CopperBull"  
[X Link](https://x.com/cabrera_rivero/status/2015777811445719071)  2026-01-26T13:24Z [---] followers, [----] engagements


"The upgrade we've been waiting for for four years is finally here The first generation already had amazing battery life (one battery lasted a year) and now the features have been upgraded and the price hasn't increased. Skechers has even incorporated it into children's shoes; won't senior shoes and pet collars follow suit AAPL's ecosystem strategy is absolutely brilliant. https://twitter.com/i/web/status/2015793035406168277 https://twitter.com/i/web/status/2015793035406168277"  
[X Link](https://x.com/cabrera_rivero/status/2015793035406168277)  2026-01-26T14:24Z [---] followers, [---] engagements


"🔥 AI Computing Power Explosion H100 Prices Rise Nvidia Invests $2 Billion Are These Companies About to Take Off The spring for AI utility companies is here again 🌱 ✅ Nvidia Makes a Big Move: Investing $2 billion in $CRWV Aiming to Build a 5GW AI Factory by [----] This is the strongest endorsement for computing infrastructure. 📈 Price Indicator: Claude Opus [---] Released H100 Leasing Prices Rise Computing Demand Remains Strong. 🚀 Core Logic: Agent Demand Growth New Infrastructure Construction Speed = Continued Tight GPU Supply. This is a real boon for AI utility companies like $NBIS $IREN and"  
[X Link](https://x.com/cabrera_rivero/status/2015796637369610249)  2026-01-26T14:39Z [---] followers, [---] engagements


"@RihardJarc The strategic layout is sound; major supercomputing manufacturers are benefiting from infrastructure development memory is experiencing a super bull market in AI and AMD is filling the gap in edge AI"  
[X Link](https://x.com/cabrera_rivero/status/2015804687086133328)  2026-01-26T15:11Z [---] followers, [---] engagements


"@StockSavvyShay That hit the nail on the head No wonder NET has been trending so strongly lately; it turns out they've blocked the core link between Claude Cowork and Clawdbot"  
[X Link](https://x.com/cabrera_rivero/status/2015804894012141583)  2026-01-26T15:11Z [---] followers, [----] engagements


"$GLXY Quick Overview Post-Earnings Plunge Key Levels and Strategies GLXY reported a net loss of $482 million in Q4 [----] and its stock price has plummeted in the past two days currently trading at $21.5 a pullback of over 36% from its January high. Key Data Current Price: $21.5 (-2%) Support: $20.8 $18 Resistance: $24 $28.2 Institutional: Consensus Buy Target Price $4260 Cash Reserves: $2.6B Liquidity Remains Stable Trading Strategy Aggressive: Light long position at $20.821 stop loss at $20 target $24 Conservative: Add to position on pullbacks after a break above $24 target $28.2 Risk"  
[X Link](https://x.com/cabrera_rivero/status/2019058341079638050)  2026-02-04T14:39Z [---] followers, [---] engagements


"$NVDA $AMZN The AWS CEO's remarks provide the strongest fundamental endorsement for the AI computing power sector further reinforcing the AI growth logic of NVDA and AMZN. Short-term pullbacks still present buying opportunities. #NVDA #AMZN #AIComputingPower #GPUShortage #USTechnologyStocks"  
[X Link](https://x.com/cabrera_rivero/status/2019063994233807075)  2026-02-04T15:02Z [---] followers, [--] engagements


"$SKYT Detailed Analysis Trading Strategy Reference Long-term investors: It is recommended to wait for a pullback to the $26-$27 range to gradually build positions with a stop-loss below $26 and a target price of $35 (corresponding to an estimated [----] PE ratio of approximately 25x). Short-term traders: Pay attention to the $32.25 resistance level. A breakout could lead to a small position with a stop-loss at $32.16. A pullback to $28.82 could be an opportunity to buy on the dip with a stop-loss at $28. Risk Warnings: High customer concentration with government orders accounting for over 30%."  
[X Link](https://x.com/cabrera_rivero/status/2015770502623543753)  2026-01-26T12:55Z [---] followers, [----] engagements


"$SBUX [----] Q1 Earnings Quick Review Moderate Buy Clear Target Price Earnings Report: Net revenue of $9.9 billion (+6%) global same-store sales growth of 4% US same-store sales growth of 4% (first positive transaction volume growth in Q8) and strong performance in China with a 7% same-store sales growth. Core Logic: North American recovery + China expansion + AI-driven digital efficiency improvements manageable cost pressures and stable cash flow and dividends. 👉Technical Analysis: Current price [-----] support at 90/85 first target [---] second target [---]. 👉Strategy: Buy in batches on pullbacks"  
[X Link](https://x.com/cabrera_rivero/status/2016502516356116540)  2026-01-28T13:23Z [---] followers, [---] engagements


"Which portfolio do you prefer Let's discuss and analyze it together.#USStocks $EOSE First target price: $16.00 Second target price: $20.00 Short-term support: $14.00 $IREN First target price: $54 Second target price: $68 Short-term support: $42 $WMT First target price: $125 Second target price: $129 Short-term support: $115 $OKLO First target price: $117 Second target price: $135 Short-term support: $95 $THRM First target price: $43 Second target price: $46 Short-term support: $34 $INTC First target price: $50 Second target price: $60 Short-term support: $42 $AMZN First target price: $300"  
[X Link](https://x.com/cabrera_rivero/status/2011123887057121539)  2026-01-13T17:11Z [---] followers, [---] engagements


"$EOSE is showing a short-term bullish bias; watch for breakout signals. First Target: $18.00 Second Target: $20.00 (Institutional Target Price / Strong Resistance Level) 💡 Strategy: Consider a small long position on a pullback to the $16.8-$17.0 range with a stop-loss at $16.5. If it strongly breaks through $18.0 add to the position targeting $20.0. #EOSE #EnergyStorage #USStocks #TechnicalAnalysis #Trading https://twitter.com/i/web/status/2013658916274475178 https://twitter.com/i/web/status/2013658916274475178"  
[X Link](https://x.com/cabrera_rivero/status/2013658916274475178)  2026-01-20T17:04Z [---] followers, [----] engagements


"If you believe AI is the future $TSM is a core asset you must hold. 🚀 First target price: $370 (valuation repair + earnings realization) Second target price: $410 (AI supercycle continues) Support levels: $310 / $290 (strong support zone consider buying on dips) #TSM #USStocks #AIChip #Semiconductor #USStockInvestment https://twitter.com/i/web/status/2013970403828322558 https://twitter.com/i/web/status/2013970403828322558"  
[X Link](https://x.com/cabrera_rivero/status/2013970403828322558)  2026-01-21T13:42Z [---] followers, [----] engagements


"$WDC Detailed Analysis First Target Price: $250 (Technical resistance level after breaking through the previous high). Second Target Price: $270 (Optimistic scenario: AI demand continues to exceed expectations). Support Level: $210 (Recent high-volume trading area) Buy Range: $210$220 (Pullback to support level). Risk Warnings: * Industry Cycle Risk: The storage industry is highly cyclical. A price correction in NAND/HDD or a slowdown in demand will impact revenue and gross profit. * Increased Competition: Seagate continues to exert its strength in the HDD field while Samsung and SK Hynix are"  
[X Link](https://x.com/cabrera_rivero/status/2014345895869817137)  2026-01-22T14:34Z [---] followers, [----] engagements


"$SNDK Detailed Analysis First Target Price: $520 (Technical breakout above previous high coupled with a 30%-35% price increase in NAND futures contracts in Q1) Second Target Price: $580 (Bernstein's latest target price; widening NAND supply-demand gap under the AI storage supercycle; 11x PE ratio for FY2027 EPS of $52.66) Support Level: $440 (Recent high-volume trading area strong support at the 50-day moving average key support level for pullbacks) Buying Range: $440-$460 (Buy in batches on pullbacks to support levels; avoid chasing highs) #SNDK #SanDisk #Storage #NAND #AI #DataCenter #LMND"  
[X Link](https://x.com/cabrera_rivero/status/2014360556195508406)  2026-01-22T15:32Z [---] followers, [----] engagements


"$BABA Detailed Analysis First Target Price: $195. Cloud business maintains 35%+ growth instant retail loss reduction exceeds expectations valuation recovers to 18x PE. Second Target Price: $215. Pingtouge IPO completed Alibaba Cloud AI revenue exceeds 30% spin-off catalyzes further valuation increase. First Support Level: $165. Upper edge of previous consolidation range high trading volume strong technical support. Investment Strategy Recommendation: Buy in batches at the $165 support level add to position at $150; reduce position by 1/3 at the first target price of $195 and further reduce by"  
[X Link](https://x.com/cabrera_rivero/status/2014680350585192717)  2026-01-23T12:43Z [---] followers, [----] engagements


"$IQNQ Detailed Analysis First target price: [-----] Second target price: [------] Short-term strong support: [-----] Long-term value investing: Total position 10% built in [--] batches (30% at support level [-----] 40% at [-----] and an additional 30% upon breakout above the [-----] moving average) avoiding a full position at once. Trigger signals: [--]. Performance iteration of AQ64 - AQ100 implemented; [--]. First phase delivery and acceptance of Air Force orders passed; [--]. QCaaS revenue turns positive sequentially. #IONQ #QuantumComputing #USTechnology https://twitter.com/i/web/status/2015755170244702211"  
[X Link](https://x.com/cabrera_rivero/status/2015755170244702211)  2026-01-26T11:54Z [---] followers, [---] engagements


"@HyperTechInvest $ALB is good"  
[X Link](https://x.com/cabrera_rivero/status/2015776887293813129)  2026-01-26T13:20Z [---] followers, [---] engagements


"@qualtrim $MU crushing it on margins: 45% OPM trouncing AMD/AVGO/QCOM is wild. This isnt just a cycle AI is supercharging memory demand permanently 💥"  
[X Link](https://x.com/cabrera_rivero/status/2015777990781591797)  2026-01-26T13:24Z [---] followers, [---] engagements


"Looking at the financial data is a bit worrying. The debt-to-equity ratio is over 85% and interest expenses have surged by 400%. Although Nvidia is backing it the high leverage still makes me afraid of potential losses I plan to wait for a pullback to below [--] before considering further investment since my stop-loss line at [--] isn't too far off. https://twitter.com/i/web/status/2015792814953492940 https://twitter.com/i/web/status/2015792814953492940"  
[X Link](https://x.com/cabrera_rivero/status/2015792814953492940)  2026-01-26T14:23Z [---] followers, [---] engagements


"Is $INTC a "golden opportunity" or a "value trap" 🕳 Although the disappointing Q1 guidance caused the stock price to plummet the 18A process in [----] is Intel's ultimate trump card ✅ Opportunity: If the 18A process is launched as scheduled the foundry business will take off and the valuation recovery potential is huge. ❌ Risk: If the PC market remains sluggish and the process is delayed the stock price will face a double whammy of declining earnings and valuation. 💡 Trading Recommendation: Buy in batches between $40 and $42 and exit decisively if it falls below $40. Target: First target is"  
[X Link](https://x.com/cabrera_rivero/status/2015814678237098164)  2026-01-26T15:50Z [---] followers, [----] engagements


"$IREN Detailed Analysis First Target Price: $69.36 (Analyst consensus price corresponding to a 22.4%-32.5% upside). Focus on the Q2 FY2025 earnings report on February 5th. If AI revenue growth exceeds expectations and GPU utilization improves the stock price may challenge the $69.36 target price. Short-term Support: $50.11 (January 23rd low) the lower edge of the previous trading range indicating strong buying support. Core Advantages: Vertical Integration: Owns land power systems and data centers resulting in strong cost control and leading energy efficiency. Energy Advantage: 100% renewable"  
[X Link](https://x.com/cabrera_rivero/status/2016120956696011076)  2026-01-27T12:07Z [---] followers, [----] engagements


"$OKLO Entry Reference If it retraces to the $81-$82 range and stabilizes consider a small long position with a stop-loss below $78. If it breaks through and holds above $90 add to the position up to the target price of $103 then target $127. The short-term trading value of OKLO lies in the Meta partnership and analyst target prices. The first target is $103 with support levels at $81/$78/$72. Risk Management Points: Monitor catalysts/risk events such as the implementation of the Meta partnership regulatory approvals and financing progress. #OKLO #SMR #NuclearEnergy #AIEnergy #MetaPartnership"  
[X Link](https://x.com/cabrera_rivero/status/2016141499189043230)  2026-01-27T13:29Z [---] followers, [----] engagements


"GLW's [--] billion long-term order is incredibly strong The expansion of the META AI data center is locked in until [----] ensuring a high level of order certainty. Coupled with factory expansion to match production capacity both short-term stock price elasticity and long-term performance are supported. It's a confirmed core beneficiary in the AI infrastructure sector https://twitter.com/i/web/status/2016158892065964444 https://twitter.com/i/web/status/2016158892065964444"  
[X Link](https://x.com/cabrera_rivero/status/2016158892065964444)  2026-01-27T14:38Z [---] followers, [---] engagements


"$UNH has completely shattered the "safe haven myth" with a 15% pre-market drop dragging down the entire healthcare sector. It now appears that Buffett's [----] investment strategy was merely market timing unable to withstand policy black swan events In the short term avoid healthcare stocks and observe the subsequent implementation of fee rate policies and company cost control measures. https://twitter.com/i/web/status/2016159171377271270 https://twitter.com/i/web/status/2016159171377271270"  
[X Link](https://x.com/cabrera_rivero/status/2016159171377271270)  2026-01-27T14:39Z [---] followers, [---] engagements


"@MMatters22596 CRWV is really strong this time. Its revenue growth is still accelerating and it has also secured a large order from NVDA. Its fundamentals are at their peak and the 30% unrealized profit is just the beginning"  
[X Link](https://x.com/cabrera_rivero/status/2016162900428075498)  2026-01-27T14:54Z [---] followers, [---] engagements


"@moninvestor UNH a leading safe-haven asset with assets exceeding [---] billion has fallen by nearly 20%. When will this correction end"  
[X Link](https://x.com/cabrera_rivero/status/2016170586309820686)  2026-01-27T15:25Z [---] followers, [---] engagements


"$UNH Core Strategy: Mainly observe and wait; avoid blindly buying the dip; only trade right-side rebounds. Double negative factors triggered panic selling Near-zero growth in MA fees + first-ever revenue decline cast doubt on core profitability and growth logic. Short-term technical breakdown exacerbates selling pressure. 🔥 #UNH #USStockMarketPlunge #HealthcareStocks #MAPaymentFeeRate https://twitter.com/i/web/status/2016172320700694717 https://twitter.com/i/web/status/2016172320700694717"  
[X Link](https://x.com/cabrera_rivero/status/2016172320700694717)  2026-01-27T15:31Z [---] followers, [---] engagements


"$IREN is clearly in a bullish oscillating pattern with $52 as a key support level; a break below this level would indicate weakness. The first target is $62 with a further target of $68 if it breaks through. Microsoft's earnings report is the core catalyst today driven by its Bitcoin + AI cloud businesses indicating strong growth potential. Strategy: Hold primarily; add to positions if it breaks through $62 with a target of $68. #IREN #USStocks #AIHashrate #BitcoinMining #StockTrading $IREN Detailed Analysis First Target Price: $69.36 (Analyst consensus price corresponding to a 22.4%-32.5%"  
[X Link](https://x.com/cabrera_rivero/status/2016186819524571195)  2026-01-27T16:29Z [---] followers, [---] engagements


"@wealthmatica With EBITDA surging 121.8% over three years ZETA's profitability is at its peak making it hard not to be optimistic"  
[X Link](https://x.com/cabrera_rivero/status/2016192728032240083)  2026-01-27T16:53Z [---] followers, [---] engagements


"@dannycheng2022 Every time retail investors panic and make rash decisions it's the major players who are picking up cheap shares. Of course you should seize these easy opportunities"  
[X Link](https://x.com/cabrera_rivero/status/2016193068756599277)  2026-01-27T16:54Z [---] followers, [---] engagements


"The bottleneck in AI computing power supply is an industry consensus. $IREN with its existing power and GPU resources is making a strategic move by signing long-term contracts. Pay attention to next week's transaction details and revenue guidance; earnings fulfillment is the key factor. https://twitter.com/i/web/status/2016200060329947326 https://twitter.com/i/web/status/2016200060329947326"  
[X Link](https://x.com/cabrera_rivero/status/2016200060329947326)  2026-01-27T17:22Z [---] followers, [---] engagements


"Intel $INTC Deep Dive Analysis Update ✅ Key Highlights: DCAI revenue grows steadily; Gaudi + Xeon enters the AI inference market; 18A process yield improves capacity expected to improve in Q2 2026; government investment + Nvidia strategic support ensures funding for transformation. ⚠ Short-term Pressures: Q1 revenue guidance below expectations weak PC demand and tight capacity. 📊 Technical Analysis: Holding above the 50/200-day moving averages trading in a strong range. 🎯 Trading Range: Support at 42-43 first target [--] second target [--]. Strategy: Buy on dips strict stop-loss below [--]. #INTC"  
[X Link](https://x.com/cabrera_rivero/status/2016487676795310130)  2026-01-28T12:25Z [---] followers, [---] engagements


"@StockSavvyShay Anthropic has raised its long-term revenue targets maximizing its growth expectations. With Amazon as a key investor the equity value is expected to continue to be revalued as the company expands further highlighting the strategic value of its AI investment portfolio"  
[X Link](https://x.com/cabrera_rivero/status/2016493138026639831)  2026-01-28T12:46Z [---] followers, [---] engagements


"ASML's recent surge is essentially a repricing of the market's long-term demand for AI computing power. As the world's only high-end EUV supplier ASML's order data is a leading indicator of semiconductor capital expenditure. Orders significantly exceeding expectations mean that TSMC Samsung and other manufacturers are proceeding with their planned 2nm/3nm capacity expansions. The capacity cycle for AI chips and HBM memory has just begun and the industry's upward cycle is expected to continue. https://twitter.com/i/web/status/2016493408244637762"  
[X Link](https://x.com/cabrera_rivero/status/2016493408244637762)  2026-01-28T12:47Z [---] followers, [---] engagements


"$WDC institutions have raised their target prices in quick succession: Citigroup $280 Cantor $300 Rosenblatt $270 Bank of America $257 and Mizuho $265 all bullish. WDC is at the heart of the AI storage supercycle benefiting in the short term from rising prices and order support and in the medium to long term from technological iterations (ePMR/HAMR) and improved gross margins. We recommend participating with a phased entry strategy and tiered profit-taking and stop-loss orders to balance returns and risks. #WDC #AIStorage #Semiconductor $WDC Detailed Analysis First Target Price: $250"  
[X Link](https://x.com/cabrera_rivero/status/2016499856630554952)  2026-01-28T13:13Z [---] followers, [---] engagements


"Beware of pre-market surge traps in $PDYN PDYN surged 36% pre-market boosted by a positive military contract but the company is not yet profitable and its high valuation inherently puts downward pressure on prices. Positive Driver: Securing the AFRL HANGTIME project contract coupled with high revenue guidance led to a 36% pre-market surge with a price of $8.87. Risk Warning: The company remains deeply unprofitable. Its high valuation and small-cap characteristics make it highly volatile and it is prone to a "sell-on" scenario opening high and then falling. Trading Advice: Avoid chasing the"  
[X Link](https://x.com/cabrera_rivero/status/2016514155851796520)  2026-01-28T14:10Z [---] followers, [---] engagements


"$TSLA Latest Analysis 💰Technical Analysis: Current price [------] support 405/380 first target [---] second target [---] ⚠Risks: Increased competition in the electric vehicle market significant increase in capital expenditure in [----] slower-than-expected transformation progress Short-term (1-3 months): Range trading trading between $405 and $449 stop loss below $405 break above $449 targeting $460. Mid-term (3-6 months): Focus on [----] Q1 FSD subscription data and Cybercab progress. If AI implementation exceeds expectations the target could be $520. Risk Control: Phased entry no more than 15% of a"  
[X Link](https://x.com/cabrera_rivero/status/2016839052842901537)  2026-01-29T11:41Z [---] followers, [---] engagements


"@wallstengine With military and AI data centers accounting for over 60% of revenue and a significant reduction in reliance on telecommunications the company's performance stability has greatly improved making the upward adjustment of the target price reasonable"  
[X Link](https://x.com/cabrera_rivero/status/2016849851498062244)  2026-01-29T12:24Z [---] followers, [--] engagements


"@SpaceInvestor_D RDW has a clear strategy: leveraging its technological barriers in core aerospace components it extends upstream to build a platform transforming from a consumables supplier to a system-level service provider thus completely restructuring its valuation logic"  
[X Link](https://x.com/cabrera_rivero/status/2016850060844126505)  2026-01-29T12:25Z [---] followers, [---] engagements


"@bdinvestingg Short-term advertising costs are dragging down the stock price but the Super Bowl oral medication ad is expected to generate buzz and a turning point catalyst is worth looking forward to"  
[X Link](https://x.com/cabrera_rivero/status/2016850442613915768)  2026-01-29T12:26Z [---] followers, [---] engagements


"@Mr_Derivatives The PLTR RSI hit a new low and broke below the 200-day moving average indicating a head and shoulders pattern that needs confirmation. Be wary of further declines"  
[X Link](https://x.com/cabrera_rivero/status/2016851300017647656)  2026-01-29T12:29Z [---] followers, [---] engagements


"@Barchart With central bank gold purchases expectations of monetary easing and geopolitical risks the fundamental logic for gold is already strong. While a target of $10000 may seem aggressive the bullish sentiment is at its peak"  
[X Link](https://x.com/cabrera_rivero/status/2016854773245350200)  2026-01-29T12:43Z [---] followers, [---] engagements


"@Stocktwits Hardware stocks are thriving while software stocks are suffering losses. $NOW's 9% drop tells you that the current US stock market doesn't believe in software growth"  
[X Link](https://x.com/cabrera_rivero/status/2016855027759849768)  2026-01-29T12:44Z [---] followers, [---] engagements


"$META Detailed Analysis Q4 earnings significantly exceeded expectations Total revenue reached $59.893 billion a 24% year-over-year increase with advertising revenue leading the growth. EPS of $8.88 far exceeded expectations and [----] billion daily active users solidified the core business. Short-term (1-3 months): Better-than-expected earnings + strong Q1 guidance fueled after-hours gains and boosted market sentiment. Consider buying on dips around the $647 support level with a target of $700. Mid-term (6-12 months): Focus on the progress of AI infrastructure investment and advertising ROI. If"  
[X Link](https://x.com/cabrera_rivero/status/2016869655420273120)  2026-01-29T13:42Z [---] followers, [---] engagements


"$MSFT Microsoft's stock price saw a short-term market correction due to a slight slowdown in AI investment and cloud growth but its core business is growing strongly and its long-term AI strategy is expected to open up new opportunities. Trading Recommendation: Consider building a position in batches within the $400-$420 range with a stop-loss at $370; hold long-term focusing on Azure growth AI cost control and progress in OpenAI collaborations. After the sharp drop in stock price valuation has entered a relatively safe zone suitable for long-term investors to buy on dips. Short-term caution"  
[X Link](https://x.com/cabrera_rivero/status/2016891575708659968)  2026-01-29T15:09Z [---] followers, [----] engagements


"Technically the price retraced to the 200-day moving average. Fundamentally it has two catalysts: the oral version of Wegovy and the approval of high-dose formulations. This correction in $NVO appears to be a healthy shakeout. Holding the $58 support level $70 is not the end; the growth logic for the weight-loss drug sector remains strong. https://twitter.com/i/web/status/2016897769202491853 https://twitter.com/i/web/status/2016897769202491853"  
[X Link](https://x.com/cabrera_rivero/status/2016897769202491853)  2026-01-29T15:34Z [---] followers, [---] engagements


"@MMatters22596 The decline on lower volume indicates that short-selling momentum has been exhausted and short positions at high levels are like a powder keg waiting to be ignited. The market logic for $HIMS has completely shifted; patiently wait for the main upward wave"  
[X Link](https://x.com/cabrera_rivero/status/2016898042595561632)  2026-01-29T15:35Z [---] followers, [----] engagements


"$OKLO Trading Recommendations Entry Strategy: Establish positions in batches during pullbacks to the $85-$80 range with a stop-loss below $75. Add-to-Position Signals: A breakout and hold above $95.1 or a successful Meta partnership or significant progress in NRC approval. Profit-Taking Plan: Reduce positions by 30% at the first target of $105 and by another 40% at the second target of $127. The remaining position should be held for long-term catalysts. OKLO is an event-driven stock driven by the convergence of nuclear energy transition and AI-driven energy demand. Short-term trading is"  
[X Link](https://x.com/cabrera_rivero/status/2016924876460769638)  2026-01-29T17:22Z [---] followers, [---] engagements


"📈 $SNDK surged 21% in pre-market trading Q4 EPS $6.2 (408% QoQ) gross margin 51.1%. Q1 guidance met expectations with EPS [---] times and gross margin 65%-67% AI is driving explosive demand for data center SSDs exceeding expectations in the storage market. First target $680 second $750 support at $580 #SNDK #USStocks #StorageChip #AIServer"  
[X Link](https://x.com/cabrera_rivero/status/2017206909653164100)  2026-01-30T12:02Z [---] followers, [---] engagements


"SOFI has proven itself a leader in the fintech sector with a flawless financial report Quarterly revenue surpassed [--] billion for the first time adjusted EBITDA increased by 60% year-over-year and both membership and product numbers reached record highs with strong growth across the board in the lending business. Compared to its peers SOFI leads in growth rate profitability and user expansion. Its fiscal year guidance also exceeded expectations and its long-term value continues to be reassessed. https://twitter.com/i/web/status/2017227872428028237"  
[X Link](https://x.com/cabrera_rivero/status/2017227872428028237)  2026-01-30T13:26Z [---] followers, [---] engagements


"Gold has surged dramatically breaking its post-pandemic high The short-term gains have been excessive; be wary of profit-taking and a "buy the rumor sell the fact" pullback. However medium- to long-term support from interest rate cuts and geopolitical risks remains. Buying on dips is safer than chasing highs. Pay attention to the key support level of $5000. https://twitter.com/i/web/status/2017228088581497202 https://twitter.com/i/web/status/2017228088581497202"  
[X Link](https://x.com/cabrera_rivero/status/2017228088581497202)  2026-01-30T13:27Z [---] followers, [---] engagements


"$MSFT MSFT's earnings report exceeded expectations yet its stock price plummeted nearly 10% Revenue of $81.27 billion and EPS of $5.16 both significantly exceeded expectations but a record $37.5 billion in CapEx a slight slowdown in Azure growth and OpenAI accounting for nearly half of RPO triggered anxiety about the return on AI investment leading to a sell-off. Short-term support is at 420-430 and resistance is at 460-470; in the medium to long term the release of computing power and the monetization of Copilot suggest that the logic of MSFT as an AI leader remains intact. #MSFT #USStocks"  
[X Link](https://x.com/cabrera_rivero/status/2017235365208224253)  2026-01-30T13:56Z [---] followers, [---] engagements


"$IREN 🔥 IREN Latest Overview: A Leading Player in High-Volatility AI Computing Infrastructure High Volatility Window Before Earnings Report 📌 Core Logic: Bitcoin Miner AI Cloud Infrastructure Microsoft's $9.7 Billion Order + Low-Cost Green Electricity Barrier AI Cloud to Become a Core Pillar in [----] 📊 Market Overview: Over 53% cumulative increase in [----] current price $56-63 short-term resistance $58.58 $64 strong support $50 $45-48 Key Catalyst: Q2 Earnings Report on February 5th AI cloud revenue/GPU expansion/park progress will be the deciding factors ⚠ Risks: Execution falling short of"  
[X Link](https://x.com/cabrera_rivero/status/2017250381139517852)  2026-01-30T14:55Z [---] followers, [---] engagements


"@TheLongInvest If the price retraces but doesn't break through it's a strong signal. $ZETA has solid support in this wave; let's keep watching"  
[X Link](https://x.com/cabrera_rivero/status/2019064235783831923)  2026-02-04T15:03Z [---] followers, [---] engagements


"@wallstengine 🔥 With a 300% YoY growth and a 16x commitment the Google AI ecosystem has shifted from a "technology narrative" to a "revenue engine" which is the strongest fundamental signal"  
[X Link](https://x.com/cabrera_rivero/status/2019377839079092617)  2026-02-05T11:49Z [---] followers, [---] engagements


"@oguzerkan With $680 billion in data center capital expenditure a 35% year-on-year increase and an 8x [----] projected PE ratio $AMD has been ridiculously oversold making its bullish rationale incredibly strong"  
[X Link](https://x.com/cabrera_rivero/status/2019378319045861642)  2026-02-05T11:51Z [---] followers, [---] engagements


"$TSEM Tower Semiconductor surges over 16% The company collaborates with Nvidia to drive AI infrastructure development using 1.6T data center optical modules Short-term: If the price opens near $128 with significant volume a small long position can be considered with a stop-loss set at $124. If it falls below $124 reduce the position to mitigate risk. Mid-term: Due to increased volatility in the semiconductor sector maintain a 50-60% position and wait for the sector sentiment to stabilize before adding to the position. Risk Warning: Monitor the opening performance of the Nasdaq and the"  
[X Link](https://x.com/cabrera_rivero/status/2019382191927476391)  2026-02-05T12:06Z [---] followers, [---] engagements


"@TheLongInvest $PLTR has broken below the 200-day moving average and formed a head and shoulders pattern indicating a deteriorating technical outlook. A price of [---] or below is a reasonable entry point; there's no rush to buy the dip"  
[X Link](https://x.com/cabrera_rivero/status/2019392767701733498)  2026-02-05T12:48Z [---] followers, [---] engagements


"@Stocktwits $HIMS dual-catalysis: low-priced Wegovy oral version + early cancer screening. Funds are clearly scrambling for it today. Let's see if it can maintain its momentum"  
[X Link](https://x.com/cabrera_rivero/status/2019420293983531339)  2026-02-05T14:38Z [---] followers, [---] engagements


"@moninvestor Telemedicine + GLP-1 compound formulation + low-cost subscription: HIMS integrates customer acquisition conversion and retention leading to a valuation restructuring"  
[X Link](https://x.com/cabrera_rivero/status/2019433676380184770)  2026-02-05T15:31Z [---] followers, [---] engagements


"@Mr_Derivatives The surge in the volatility index indicates that large funds are seeking safe havens suggesting that volatility will only increase in the future"  
[X Link](https://x.com/cabrera_rivero/status/2019434034229833923)  2026-02-05T15:32Z [---] followers, [--] engagements


"@alc2022 ALC's statement is very strong The collective pullback is only temporary. Hold your shares firmly and wait for AI to drive profits in the real economy; a generous return is inevitable 💪"  
[X Link](https://x.com/cabrera_rivero/status/2019743406432415939)  2026-02-06T12:02Z [---] followers, [---] engagements

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