# ![@cfromhertz Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::801116888.png) @cfromhertz Christian Fromhertz 🇺🇸

The market is seeing a rotation out of high-growth tech stocks and into other areas, with some profit-taking in names like $BE, $ALAB, and $CRDO. Meanwhile, aerospace and defense stocks, such as $HWM, $KTOS, and $XAR, are continuing to impress with strong performances. Private equity companies like $KKR, $BX, $CG, and $APO are also on the move, with some seeing new highs and increased activity.

### Engagements: [------] [#](/creator/twitter::801116888/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801116888/c:line/m:interactions.svg)

- [--] Week [-------] +8.80%
- [--] Month [---------] +51%
- [--] Months [---------] +18%
- [--] Year [----------] +2.30%

### Mentions: [---] [#](/creator/twitter::801116888/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801116888/c:line/m:posts_active.svg)

- [--] Week [---] +13%
- [--] Month [---] +43%
- [--] Months [-----] +29%
- [--] Year [-----] -1.20%

### Followers: [------] [#](/creator/twitter::801116888/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801116888/c:line/m:followers.svg)

- [--] Week [------] +0.10%
- [--] Month [------] +0.50%
- [--] Months [------] +2.70%
- [--] Year [------] +6.80%

### CreatorRank: [-------] [#](/creator/twitter::801116888/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801116888/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #2806 [finance](/list/finance)  #4956 [cryptocurrencies](/list/cryptocurrencies)  #5518 [technology brands](/list/technology-brands)  9.32% [countries](/list/countries)  3.73% [exchanges](/list/exchanges)  1.55% [social networks](/list/social-networks)  0.62% [products](/list/products)  0.31% [financial services](/list/financial-services)  0.31% [currencies](/list/currencies)  0.31%

**Social topic influence**
[ai](/topic/ai) 5.59%, [$sndk](/topic/$sndk) #69, [stocks](/topic/stocks) #439, [bloomberg](/topic/bloomberg) #99, [$qqq](/topic/$qqq) #84, [$smh](/topic/$smh) #75, [strong](/topic/strong) 3.73%, [$igv](/topic/$igv) #26, [$lite](/topic/$lite) #108, [$ibit](/topic/$ibit) #11

**Top accounts mentioned or mentioned by**
[@sp3cul8r](/creator/undefined) [@william_r2rclub](/creator/undefined) [@livetradepro](/creator/undefined) [@marketwebs](/creator/undefined) [@walterdeemer](/creator/undefined) [@bluemoontrades](/creator/undefined) [@ewhispers](/creator/undefined) [@sunrisetrader](/creator/undefined) [@omillionaires](/creator/undefined) [@bluechipdaily](/creator/undefined) [@realsimpleariel](/creator/undefined) [@adidaskiing](/creator/undefined) [@ericbalchunas](/creator/undefined) [@blondebroker1](/creator/undefined) [@ripster47](/creator/undefined) [@problemsniper](/creator/undefined) [@mrderivatives](/creator/undefined) [@sethcl](/creator/undefined) [@jonahlupton](/creator/undefined) [@bigbullcap](/creator/undefined)

**Top assets mentioned**
[Sandisk Corporation (SNDK)](/topic/$sndk) [Spacemesh (SMH)](/topic/$smh) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [iShares BTC Trust (IBIT)](/topic/$ibit) [SPDR GOLD ETF (GLD)](/topic/$gld) [DIA (DIA)](/topic/$dia) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Ciena Corporation (CIEN)](/topic/$cien) [Bloom Energy Corporation (BE)](/topic/$be) [Coherent Inc (COHR)](/topic/$cohr) [Teradyne, Inc. (TER)](/topic/$ter) [Italian National Football Team Fan Token (ITA)](/topic/$ita) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Four (FORM)](/topic/$form) [Micron Technology, Inc. (MU)](/topic/$mu) [GlobalFoundries (GFS)](/topic/$gfs) [Bitcoin (BTC)](/topic/bitcoin) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Walmart, Inc. (WMT)](/topic/$wmt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Vixco (VIX)](/topic/$vix) [SPX6900 (SPX)](/topic/$spx) [Karman Holdings Inc (KRMN)](/topic/$krmn) [Aipocalypto (AIPO)](/topic/$aipo) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Iris Energy Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/microsoft) [Nextracker Inc. (NXT)](/topic/$nxt) [Corning Incorporated (GLW)](/topic/$glw) [Stacks (STX)](/topic/$stx) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [McKesson Corporation (MCK)](/topic/$mck) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Howmet Aerospace Inc (HWM)](/topic/$hwm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CatCoin (CAT)](/topic/$cat) [Mosaic Co (MOS)](/topic/$mos) [Robonomics Network (XRT)](/topic/$xrt) [Viking Holdings Ltd (VIK)](/topic/$vik)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ARKK what is going on here - why does this ETF always underperform I will give you a couple thoughts (and this is not meant to be criticism it is meant to help you avoid mistakes and increase trading disciple)"  
[X Link](https://x.com/cfromhertz/status/2020211713342308353)  2026-02-07T19:03Z 92.3K followers, 12.4K engagements


"$GFS *GLOBALFOUNDRIES WEIGHS MERGER W/ UNITED MICROELECTRONICS:NIKKEI"  
[X Link](https://x.com/cfromhertz/status/1906717902784332000)  2025-03-31T14:39Z 92.3K followers, [----] engagements


"$CTVA $IPI $MOS More strength here $CTVA $IPI $MOS some noticeable recent strength in Ag names c https://t.co/1mqEfWVwln $CTVA $IPI $MOS some noticeable recent strength in Ag names c https://t.co/1mqEfWVwln"  
[X Link](https://x.com/cfromhertz/status/1927736992390848984)  2025-05-28T14:41Z 92.3K followers, [----] engagements


"$MOS more new highs"  
[X Link](https://x.com/cfromhertz/status/1930270223036494189)  2025-06-04T14:27Z 92.3K followers, [----] engagements


"China #Solar $DQ $JKS clouds starting to clear 🌞"  
[X Link](https://x.com/cfromhertz/status/1987705750760931337)  2025-11-10T02:15Z 92.3K followers, [----] engagements


"$BRKB $BRKA *BERKSHIRE HATHAWAY: BUFFETT SAYS IN LETTER HE'S 'GOING QUIET' *WARREN BUFFETT CONVERTED [----] A SHRS TO 2.7M B SHRS The Absolute🐐"  
[X Link](https://x.com/cfromhertz/status/1987936523505873112)  2025-11-10T17:32Z 92.3K followers, [----] engagements


"$SIL $GDX $XRT $FCG best sectors / groups"  
[X Link](https://x.com/cfromhertz/status/1996971514978030025)  2025-12-05T15:54Z 92.3K followers, [----] engagements


"$VIK cruising to new highs"  
[X Link](https://x.com/cfromhertz/status/1999127172515086424)  2025-12-11T14:40Z 92.3K followers, [----] engagements


"*US 3Q GDP RISES ANNUALIZED 4.3% Q/Q; EST. +3.3% *US 3Q PERSONAL CONSUMPTION RISES ANNUALIZED 3.5% Q/Q *US 3Q CORE PCE RISES ANNUALIZED 2.9% Q/Q; EST. +2.9% *US PRELIM OCT. DURABLE GOODS ORDERS FALL 2.2% M/M; EST. -1.5%"  
[X Link](https://x.com/cfromhertz/status/2003458394775257215)  2025-12-23T13:31Z 92.3K followers, [----] engagements


"$ONDS Ondas secures $10M in new autonomous system orders"  
[X Link](https://x.com/cfromhertz/status/2006364318087217501)  2025-12-31T13:58Z 92.2K followers, [----] engagements


"$JBL a break above the new '26 Value Area and new ATHs"  
[X Link](https://x.com/cfromhertz/status/2007460338925494730)  2026-01-03T14:33Z 92.3K followers, [----] engagements


"$SNDK *SANDISK SHARES CLIMB 23% BIGGEST INTRADAY GAIN IN [--] MONTHS $SNDK monster move https://t.co/mcxsnVJZVW $SNDK monster move https://t.co/mcxsnVJZVW"  
[X Link](https://x.com/cfromhertz/status/2008556583169782207)  2026-01-06T15:09Z 92.2K followers, [----] engagements


"$BE *BLOOM ENERGY SHARES UP 7% AFTER AEP FUEL-CELLS PURCHASE PACT"  
[X Link](https://x.com/cfromhertz/status/2009257627495047525)  2026-01-08T13:35Z 92.3K followers, [----] engagements


"$SKYT SkyWater Technology Inc. +63% ytd this is your highest performing Semiconductor related co so far in '26"  
[X Link](https://x.com/cfromhertz/status/2010394453320614105)  2026-01-11T16:52Z 92.3K followers, [----] engagements


"$IBIT #Bitcoin 👀 very interesting level here. notice how top of Jan Value Area lines up w/ bottom of '26 Value Area . major level off interest here $51.95 using @MarketWebs #VolumeAtPrice also 50d MA now in picture too"  
[X Link](https://x.com/cfromhertz/status/2010752381789917574)  2026-01-12T16:35Z 92.3K followers, [----] engagements


"*US-TAIWAN DEAL WOULD CUT IMPORT TARIFFS TO 15%: NYT *US DEAL WITH TAIWAN WOULD INCLUDE TSMC: NYT $EWT $TSM"  
[X Link](https://x.com/cfromhertz/status/2010762402229535210)  2026-01-12T17:14Z 92.2K followers, [----] engagements


"In today's recap I reviewed new trade in $IBIT #Bitcoin and what I like about it 👇 CF's Stock Market Recap While the Indices $SPY $QQQ chopped around today let's review stocks / cryptos $IBIT $ETHA $HOOD $NBIS $IREN $ALAB $CRDO $GFS $CLS $KWEB $TSEM https://t.co/5g9OqKBeYB CF's Stock Market Recap While the Indices $SPY $QQQ chopped around today let's review stocks / cryptos $IBIT $ETHA $HOOD $NBIS $IREN $ALAB $CRDO $GFS $CLS $KWEB $TSEM https://t.co/5g9OqKBeYB"  
[X Link](https://x.com/cfromhertz/status/2011249567862518206)  2026-01-14T01:30Z 92.3K followers, [----] engagements


"*COTERRA SAID TO MULL DEVON ENERGY COMBINATION IN OIL MEGADEAL $CTRA $DVN"  
[X Link](https://x.com/cfromhertz/status/2011854912200851837)  2026-01-15T17:36Z 92.3K followers, 53.2K engagements


"$UFO movers $UFO Space ETF taking off. https://t.co/L5ctOFPph8 $UFO Space ETF taking off. https://t.co/L5ctOFPph8"  
[X Link](https://x.com/cfromhertz/status/2012175556108833105)  2026-01-16T14:50Z 92.2K followers, [----] engagements


"CF's Stock Market Recap End of Week Recap https://x.com/i/broadcasts/1MnxnPlwLYEGO https://x.com/i/broadcasts/1MnxnPlwLYEGO"  
[X Link](https://x.com/cfromhertz/status/2012281207329890770)  2026-01-16T21:50Z 92.3K followers, [----] engagements


"*TRUMP MOCKS FRENCH PRESIDENT MACRON FOR WEARING SUNGLASSES $WRBY"  
[X Link](https://x.com/cfromhertz/status/2013981062389543377)  2026-01-21T14:24Z 92.3K followers, [----] engagements


"$VRT watch that top of Jan Value Area for a break +"  
[X Link](https://x.com/cfromhertz/status/2013993970393624987)  2026-01-21T15:15Z 92.2K followers, [----] engagements


"$BIDU $BIDU outperforming in China https://t.co/1m58AOxsPq $BIDU outperforming in China https://t.co/1m58AOxsPq"  
[X Link](https://x.com/cfromhertz/status/2014176152688992570)  2026-01-22T03:19Z 92.2K followers, [----] engagements


"$FTAI: FTAI Aviation announces multi-year agreement with CFM International (Bloomberg) FTAI Aviation announced it has signed a multi-year agreement with CFM International a joint venture between GE Aerospace and Safran Aircraft Engines to provide component and repair support for CFM56 engines. The new agreement solidifies CFM and FTAI's shared priority of extending the life of CFM56 engines through optimized repair and maintenance offerings which will further strengthen the open maintenance repair and overhaul ecosystem and help support the strong global demand for current generation"  
[X Link](https://x.com/cfromhertz/status/2014332173147390188)  2026-01-22T13:39Z 92.3K followers, [----] engagements


"$GILD no this is not an #AI stock this is a cheapy not popular Pharma name breaking out to new highs"  
[X Link](https://x.com/cfromhertz/status/2014360642862436532)  2026-01-22T15:32Z 92.2K followers, [----] engagements


"$FIGR trying to get a footing here and turn 👀"  
[X Link](https://x.com/cfromhertz/status/2014749607549366747)  2026-01-23T17:18Z 92.3K followers, [----] engagements


"Everyone seems to be "All IN" 🔹 Retail Investors have the largest margin balances. on record (11/30/25) 🔹 The latest Bofa Fund Manager Survey indicates cash balances are at a record low of 3.2% (1/20) For me this is the most troublesome data for Equity Bulls"  
[X Link](https://x.com/cfromhertz/status/2015061059678159174)  2026-01-24T13:56Z 92.2K followers, 25.2K engagements


"#FOMC on Wed note Fed Fund Futures are pricing little chance (less than 50%) of a rate cut happening rest of this year"  
[X Link](https://x.com/cfromhertz/status/2015474294491423063)  2026-01-25T17:18Z 92.3K followers, 17.9K engagements


"IonQ $IONQ to Acquire SkyWater Technology $SKYT For $35/Share: M&A Snapshot (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/2015746648035545521)  2026-01-26T11:20Z 92.3K followers, [----] engagements


"$RR *RICHTECH ROBOTICS SHARES JUMP 22% ON PACT WITH MICROSOFT $MSFT"  
[X Link](https://x.com/cfromhertz/status/2016135256437346676)  2026-01-27T13:04Z 92.3K followers, 12.8K engagements


"$GILD still going. $GILD no this is not an #AI stock this is a cheapy not popular Pharma name breaking out to new highs https://t.co/DOWsaPzCNV $GILD no this is not an #AI stock this is a cheapy not popular Pharma name breaking out to new highs https://t.co/DOWsaPzCNV"  
[X Link](https://x.com/cfromhertz/status/2016187014492598582)  2026-01-27T16:30Z 92.2K followers, [----] engagements


"$PFE believe it or not. is breaking out of a base"  
[X Link](https://x.com/cfromhertz/status/2016191450896085171)  2026-01-27T16:47Z 92.2K followers, [----] engagements


"i just want to $FLY. watch $29.35 for a break into this week's Value Area using @MarketWebs name has seen repeat call activity recently"  
[X Link](https://x.com/cfromhertz/status/2016237199029616931)  2026-01-27T19:49Z 92.3K followers, [----] engagements


"$GLD move + to new highs"  
[X Link](https://x.com/cfromhertz/status/2016243727249916406)  2026-01-27T20:15Z 92.2K followers, [----] engagements


"$IBIT trying to turn into this week's Value Area"  
[X Link](https://x.com/cfromhertz/status/2016245989485510830)  2026-01-27T20:24Z 92.2K followers, [----] engagements


"$NXT Nextpower Boosts FY Adjusted EPS Forecast Beats Estimates"  
[X Link](https://x.com/cfromhertz/status/2016257233449803859)  2026-01-27T21:09Z 92.3K followers, [----] engagements


"CF's Stock Market Recap 🔹 $QQQ breaks higher 🔹 $SMH Semis new ATHs $LRCX $KLAC $AMAT 🔹data center / mining grp strong $APLD $IREN $CIFR 🔹optical names + $GLW $COHR $CIEN $LITE https://x.com/i/broadcasts/1ypJdqkDAeaxW https://x.com/i/broadcasts/1ypJdqkDAeaxW"  
[X Link](https://x.com/cfromhertz/status/2016270310610284771)  2026-01-27T22:01Z 92.2K followers, [----] engagements


"$STX Seagate sees FY26 capital expenditures 4%-6% of revenue (via the fly) 🔹Says December quarter financial results exceeded both top- and bottom-line expectations and set new company records for exabyte shipments. Says developments align with long-term aerial density roadmap that extends to ten terabytes per disk which the company expects to deliver early in the next decade. https://twitter.com/i/web/status/2016276737936531867 https://twitter.com/i/web/status/2016276737936531867"  
[X Link](https://x.com/cfromhertz/status/2016276737936531867)  2026-01-27T22:26Z 92.2K followers, [----] engagements


"$RIVN *Possible reversal watch* 🔹downside VPOC takeout 🔹price down to bottom of yearly value area 🔹watch for a move to reclaim $1557 setup via @MarketWebs system"  
[X Link](https://x.com/cfromhertz/status/2016281584047919113)  2026-01-27T22:46Z 92.2K followers, [----] engagements


"$EXPE Nice spot how many folks from north east going to be booking trips after this cold weather / snow"  
[X Link](https://x.com/cfromhertz/status/2016322422945771996)  2026-01-28T01:28Z 92.3K followers, [----] engagements


"$APH Amphenol 1Q Sales Forecast Beats Estimate"  
[X Link](https://x.com/cfromhertz/status/2016496967610777966)  2026-01-28T13:01Z 92.3K followers, [----] engagements


"$ONDS : Ondas says Amercian Robotics' Optimus drone granted Blue List status (theFly) Ondas announced that its Optimus drone provided by subsidiary American Robotics has been granted Blue List status by the Defense Contract Management Agency. The Optimus drone is now listed within the Department of War's authoritative directory of approved secure and NDAA-compliant commercial unmanned aircraft systems and components. Building on the former DIU Blue UAS Cleared List the DCMA Blue List creates a centralized rapid acquisition marketplace. https://twitter.com/i/web/status/2016508299198320894"  
[X Link](https://x.com/cfromhertz/status/2016508299198320894)  2026-01-28T13:46Z 92.3K followers, [----] engagements


"remember that bounce in Software $IGV -5% today $SMH / $IGV"  
[X Link](https://x.com/cfromhertz/status/2016885229273719056)  2026-01-29T14:44Z 92.2K followers, [----] engagements


"Reminder $SNDK is not in any major ETFs (i.e. $QQQ $SMH $SOXX) cc @EricBalchunas for when it gets included in ETFs"  
[X Link](https://x.com/cfromhertz/status/2016983923360759900)  2026-01-29T21:16Z 92.3K followers, [----] engagements


"$AAPL *APPLE SAYS IPHONE HAD UNPRECEDENTED DEMAND' FOR IPHONE IN QTR"  
[X Link](https://x.com/cfromhertz/status/2016987703418462285)  2026-01-29T21:31Z 92.2K followers, [----] engagements


"CF's Stock Market Recap - $SMH vs $IGV ratio gets more stretched - reviewing $GLD $SLV $HG_F & more https://x.com/i/broadcasts/1djxXWNElrPJZ https://x.com/i/broadcasts/1djxXWNElrPJZ"  
[X Link](https://x.com/cfromhertz/status/2016995173507498006)  2026-01-29T22:01Z 92.3K followers, [----] engagements


"$SMH Semis vs $IGV Software"  
[X Link](https://x.com/cfromhertz/status/2017002163675726249)  2026-01-29T22:29Z 92.3K followers, [----] engagements


"Optical stocks ripping $LITE $COHR $GLW $CIEN $VIAV"  
[X Link](https://x.com/cfromhertz/status/2017247968420675642)  2026-01-30T14:46Z 92.3K followers, [----] engagements


"$IEI / $HYG HY Credit Spreads not much doing here.still subdued"  
[X Link](https://x.com/cfromhertz/status/2017618798128279634)  2026-01-31T15:19Z 92.3K followers, [----] engagements


"$WMT nice turn +"  
[X Link](https://x.com/cfromhertz/status/2017663625867956489)  2026-01-31T18:17Z 92.3K followers, [----] engagements


"Another big week of earnings ahead and just like last week I expect there to be decent single stock volatility as I reviewed in last week's member videos #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX https://t.co/Wy9Kza8w01 #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG"  
[X Link](https://x.com/cfromhertz/status/2018080303579803950)  2026-02-01T21:53Z 92.3K followers, 49.7K engagements


"Stock Volatility Overshadowed By Commodities FX: Options Watch (Bloomberg) -- Equities have been far less volatile than almost everything else so far this year with bigger swings racing through the markets for precious metals currencies and commodities. In the first month of [----] despite all the jitters about an AI-stock bubble the real ups and downs were elsewhere. Gold surged to a record then on Friday tumbled the most since the 1980s. The US dollar veered into its deepest slide since Aprils tariff-induced market meltdown on speculation about an intervention to boost the yen while Donald"  
[X Link](https://x.com/cfromhertz/status/2018083301336944957)  2026-02-01T22:05Z 92.3K followers, [----] engagements


"$ORCL *ORACLE SAYS EXPECTS TO RAISE $45B TO $50B GROSS CASH IN 2026"  
[X Link](https://x.com/cfromhertz/status/2018099484899557562)  2026-02-01T23:09Z 92.3K followers, 14.1K engagements


"Gold $GLD Volatility - $GVX"  
[X Link](https://x.com/cfromhertz/status/2018103319705665691)  2026-02-01T23:25Z 92.3K followers, [----] engagements


"$GC_F Gold futures trying to stabilize & bounce on the 1hr VPOC takeout cc $GLD"  
[X Link](https://x.com/cfromhertz/status/2018121596926353660)  2026-02-02T00:37Z 92.3K followers, [----] engagements


"$CVX has broken out of a 4yr range note $CVX is 18% of the $XLE ETF $XOM is 24%"  
[X Link](https://x.com/cfromhertz/status/2018131374356475917)  2026-02-02T01:16Z 92.3K followers, 15K engagements


"Rare Earths Stocks Rise as Trump to Launch Minerals Stockpile (Bloomberg) -- US rare-earths stocks are rising in premarket trading Monday as President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money to lower reliance on China. NOTE: Trump Launches $12 Billion Minerals Stockpile to Counter China Among gainers: $USAR USA Rare Earth +6.7% $UAMY United States Antimony +5.3% $CRML Critical Metals +8.4% $MO MP Materials +4.6% $METC Ramaco Resources +3.7% $NB NioCorp +4.6% $TMQ Trilogy Metals +0.8%"  
[X Link](https://x.com/cfromhertz/status/2018308142300299532)  2026-02-02T12:58Z 92.3K followers, [----] engagements


"$WMT nice follow thru to the breakout $WMT nice turn + https://t.co/2j1vJmKLN4 $WMT nice turn + https://t.co/2j1vJmKLN4"  
[X Link](https://x.com/cfromhertz/status/2018368238007070721)  2026-02-02T16:57Z 92.3K followers, [----] engagements


"*US TREASURY SEES END-MARCH CASH BALANCE AT $850B *US TREASURY TRIMS 1Q BORROWING EST. TO $574B FROM $578B *US SEES 2Q NET BORROWING OF $109B END-JUNE CASH BALANCE $900"  
[X Link](https://x.com/cfromhertz/status/2018414668830642510)  2026-02-02T20:02Z 92.3K followers, [----] engagements


"Are the $HOOD'ers out of Margin buying power"  
[X Link](https://x.com/cfromhertz/status/2018419069314072898)  2026-02-02T20:19Z 92.3K followers, [----] engagements


"$IYT Transports testing Jan highs"  
[X Link](https://x.com/cfromhertz/status/2018423619890663692)  2026-02-02T20:37Z 92.3K followers, [----] engagements


"$VTV vs $VUG $VTV Value Breaking out to new ATHs https://t.co/AlbaMttzpt $VTV Value Breaking out to new ATHs https://t.co/AlbaMttzpt"  
[X Link](https://x.com/cfromhertz/status/2018435757929550107)  2026-02-02T21:26Z 92.3K followers, [----] engagements


"$XTL Telecom ETF a bit more interesting than it sounds. top holdings $ASTS $VIAV $AAOI $ONDS $VSAT $TDS $CIEN $VZ $MSI $T $ANET"  
[X Link](https://x.com/cfromhertz/status/2018507366623318523)  2026-02-03T02:10Z 92.3K followers, [----] engagements


"$MCK reports Wed price coming out of congestion"  
[X Link](https://x.com/cfromhertz/status/2018510494005698774)  2026-02-03T02:22Z 92.3K followers, 12K engagements


"*HANG SENG TECH INDEX SINKS EXTENDING DROP FROM OCT HIGH TO 20% nope not ready yet $KWEB China Internets similarly not ready yet 👀's on $36.84 https://t.co/1rDS73GZTg $KWEB China Internets similarly not ready yet 👀's on $36.84 https://t.co/1rDS73GZTg"  
[X Link](https://x.com/cfromhertz/status/2018518956102107566)  2026-02-03T02:56Z 92.3K followers, [----] engagements


"$PYPL if you followed the price / trend you knew all this already 👇 *PAYPAL'S MILLER: WE HAVE NOT MOVED FAST ENOUGH OR WITH FOCUS *PAYPAL'S MILLER: EXECUTION HAS NOT BEEN WHAT IT NEEDS TO BE"  
[X Link](https://x.com/cfromhertz/status/2018675323370348730)  2026-02-03T13:17Z 92.2K followers, [----] engagements


"$AAPL next VPOC up"  
[X Link](https://x.com/cfromhertz/status/2018699784073134212)  2026-02-03T14:55Z 92.3K followers, [----] engagements


"*US PLANS TO ISSUE LICENSE FOR COMPANIES TO PUMP VENEZUELAN OIL $XLE $OIH"  
[X Link](https://x.com/cfromhertz/status/2018704431835927018)  2026-02-03T15:13Z 92.2K followers, [----] engagements


"$FORM nice jump above 5d and 20d MA"  
[X Link](https://x.com/cfromhertz/status/2018716212511879346)  2026-02-03T16:00Z 92.3K followers, [----] engagements


"$NVO *NOVO NORDISK ADRS HALTED FOR NEWS PENDING"  
[X Link](https://x.com/cfromhertz/status/2018725331356500149)  2026-02-03T16:36Z 92.3K followers, [----] engagements


"$IWM what a rejection. such a fast market w/ no liquidity $IWM small caps super strong to start short-term levels of interest https://t.co/FJ6Nfgp310 $IWM small caps super strong to start short-term levels of interest https://t.co/FJ6Nfgp310"  
[X Link](https://x.com/cfromhertz/status/2018727058830921939)  2026-02-03T16:43Z 92.2K followers, [----] engagements


"It's February and the Groundhog saw his shadow. and also saw Value outperforming Growth again in February $VTV vs $VUG"  
[X Link](https://x.com/cfromhertz/status/2018734010869141777)  2026-02-03T17:11Z 92.3K followers, [----] engagements


"$VIX [--] now we got a party"  
[X Link](https://x.com/cfromhertz/status/2018763865048166820)  2026-02-03T19:09Z 92.3K followers, [----] engagements


"$LITE implied move is 16%. going to be an important report for the Optical group note $COHR reports tomorrow post close"  
[X Link](https://x.com/cfromhertz/status/2018780503411978677)  2026-02-03T20:15Z 92.3K followers, [----] engagements


"$DIA / $QQQ"  
[X Link](https://x.com/cfromhertz/status/2018784760899031327)  2026-02-03T20:32Z 92.3K followers, [----] engagements


"$LITE +12% and nice sympathy move for $COHR +6% $LITE implied move is 16%. going to be an important report for the Optical group note $COHR reports tomorrow post close https://t.co/Cx1u4zGRI1 $LITE implied move is 16%. going to be an important report for the Optical group note $COHR reports tomorrow post close https://t.co/Cx1u4zGRI1"  
[X Link](https://x.com/cfromhertz/status/2018794041828356122)  2026-02-03T21:09Z 92.3K followers, [----] engagements


"CF's Stock Market Recap 🔹Once again some big winners and losers in the market let's break it down 🔹Feb's are not easy what to watch 🔹 Are you buying support or trying for breakouts It's a huge difference. https://x.com/i/broadcasts/1LyxBXglOOYGN https://x.com/i/broadcasts/1LyxBXglOOYGN"  
[X Link](https://x.com/cfromhertz/status/2018809909958291512)  2026-02-03T22:12Z 92.3K followers, [----] engagements


"$GC_F Gold a very nice bounce this week now watch top of Feb Value Area (resistance) [------] ( $GLD $470) I trimmed more of my GLD bounce trade: EXIT (tgt) $GLD $464.2 / paid $428.5"  
[X Link](https://x.com/cfromhertz/status/2019040532287434818)  2026-02-04T13:29Z 92.2K followers, [----] engagements


"$XLB Materials note heavy $DOW calls on open"  
[X Link](https://x.com/cfromhertz/status/2019058560030675230)  2026-02-04T14:40Z 92.3K followers, [----] engagements


"$DIA +0.6% $QQQ -0.9% $DIA / $QQQ https://t.co/H7imqATAvl $DIA / $QQQ https://t.co/H7imqATAvl"  
[X Link](https://x.com/cfromhertz/status/2019067499099083033)  2026-02-04T15:16Z 92.2K followers, [----] engagements


"Note the $VIX [----] does not capture single stock volatility which seems extreme right now"  
[X Link](https://x.com/cfromhertz/status/2019075143880827349)  2026-02-04T15:46Z 92.3K followers, [----] engagements


"$KWEB China Internets breaking lower"  
[X Link](https://x.com/cfromhertz/status/2019081879652085938)  2026-02-04T16:13Z 92.2K followers, [----] engagements


"$DVY Dividend ETF $VTV Large Cap Value ETF $COWZ Cash Cows ETF $XLP Cons Staples this where there are rotations into. a big move out of riskier assets and into safer / cash rich co's"  
[X Link](https://x.com/cfromhertz/status/2019096046614295031)  2026-02-04T17:09Z 92.2K followers, [----] engagements


"*PLANS FOR US-IRAN TALKS IN OMAN ON FRI. ARE BACK ON: AXIOS "nuclear talks are going well." here we go lol"  
[X Link](https://x.com/cfromhertz/status/2019137408143622201)  2026-02-04T19:54Z 92.3K followers, [----] engagements


"This is what I don't like about this market . if you are wrong (on anything) you are going to pay the price if you don't exit super quickly I don't own Silver it's just another example of a trade w/ no liquidity SPOT SILVER EXTENDS LOSSES LAST DOWN OVER 15% AT $74.68/OZ SPOT SILVER EXTENDS LOSSES LAST DOWN OVER 15% AT $74.68/OZ"  
[X Link](https://x.com/cfromhertz/status/2019244279642878090)  2026-02-05T02:58Z 92.2K followers, [----] engagements


"*CHALLENGER JAN. US JOB CUTS 108K MOST TO START YEAR SINCE [----] *US CHALLENGER JAN. JOB CUTS RISE 117.8% Y/Y"  
[X Link](https://x.com/cfromhertz/status/2019389112449651049)  2026-02-05T12:34Z 92.3K followers, [----] engagements


"US Companies Announce Most Job Cuts for a January Since [----] *CHALLENGER JAN. US JOB CUTS 108K MOST TO START YEAR SINCE [----] *US CHALLENGER JAN. JOB CUTS RISE 117.8% Y/Y *CHALLENGER JAN. US JOB CUTS 108K MOST TO START YEAR SINCE [----] *US CHALLENGER JAN. JOB CUTS RISE 117.8% Y/Y"  
[X Link](https://x.com/cfromhertz/status/2019398326156947682)  2026-02-05T13:10Z 92.2K followers, [----] engagements


"*ECB LEAVES DEPOSIT FACILITY RATE AT 2.00%; EST. 2.00% reminder US rate is at 3.75%"  
[X Link](https://x.com/cfromhertz/status/2019399622561542581)  2026-02-05T13:16Z 92.3K followers, [----] engagements


"$FORM great form $FORM nice jump above 5d and 20d MA https://t.co/ijLWoDdHIi $FORM nice jump above 5d and 20d MA https://t.co/ijLWoDdHIi"  
[X Link](https://x.com/cfromhertz/status/2019422778911519160)  2026-02-05T14:48Z 92.3K followers, [----] engagements


"bounce and fade as said in trading room: cfromhertz 9:56 AM so if you want to short now short the bounce shorting in hole not recommended"  
[X Link](https://x.com/cfromhertz/status/2019426600723575282)  2026-02-05T15:03Z 92.2K followers, [----] engagements


"$MCK safe to say out of congestion $MCK reports Wed price coming out of congestion https://t.co/DJl31oC289 $MCK reports Wed price coming out of congestion https://t.co/DJl31oC289"  
[X Link](https://x.com/cfromhertz/status/2019428531533672847)  2026-02-05T15:10Z 92.3K followers, [----] engagements


"$VIX [--] let's see if we get the hockey stick pattern today "  
[X Link](https://x.com/cfromhertz/status/2019434642626302098)  2026-02-05T15:35Z 92.3K followers, [----] engagements


"$DOCN the definition of #RelativeStrength in the Software space"  
[X Link](https://x.com/cfromhertz/status/2019436948662956358)  2026-02-05T15:44Z 92.3K followers, 12.2K engagements


"$BTC_F VPOC take out for the BitDog as @tomkeene calls it reminder VPOCs are high volume areas and can often be where DEMAND lives (when below price)"  
[X Link](https://x.com/cfromhertz/status/2019442526063562964)  2026-02-05T16:06Z 92.2K followers, [----] engagements


"NYSE +27% UpVolume the worst of '26 cc @WalterDeemer"  
[X Link](https://x.com/cfromhertz/status/2019477130736701654)  2026-02-05T18:24Z 92.3K followers, [----] engagements


"these new updates to #AI models and disrupting existing biz models reminds of years back when $AMZN would get into an existing biz and disrupt it. i think that many who are trying to game Software and think its oversold may not be looking ahead to what NEW developments are going to further disrupt these business. with $GOOGL Capex +$175B. i think there will be a lot more disruptions coming 'Anthropic Updates AI Model to Field Complex Financial Research'- Bloomberg $TRI $FDS - 'Anthropic Updates AI Model to Field Complex Financial Research'- Bloomberg $TRI $FDS -"  
[X Link](https://x.com/cfromhertz/status/2019480993170890784)  2026-02-05T18:39Z 92.2K followers, [----] engagements


"Checking in on $IGV and $BTC_F still down & to the right"  
[X Link](https://x.com/cfromhertz/status/2019485276922380682)  2026-02-05T18:56Z 92.3K followers, [----] engagements


"NYSE +25% UpVolume NYSE +27% UpVolume the worst of '26 cc @WalterDeemer https://t.co/3LS22yjvN4 NYSE +27% UpVolume the worst of '26 cc @WalterDeemer https://t.co/3LS22yjvN4"  
[X Link](https://x.com/cfromhertz/status/2019508701326110921)  2026-02-05T20:29Z 92.3K followers, [----] engagements


"*ISHARES SOFTWARE ETF FALLS 5% DOWN FOR 8TH STRAIGHT DAY $IGV crazy eight's"  
[X Link](https://x.com/cfromhertz/status/2019516998825451572)  2026-02-05T21:02Z 92.3K followers, [----] engagements


"$AMZN *AMAZON SEES 1Q NET SALES $173.5B TO $178.5B EST. $175.54B"  
[X Link](https://x.com/cfromhertz/status/2019517155981615456)  2026-02-05T21:03Z 92.3K followers, [----] engagements


"$AMZN *AMAZON SEES [----] CAPEX ABOUT $200B EST. $146.11B"  
[X Link](https://x.com/cfromhertz/status/2019517690638184737)  2026-02-05T21:05Z 92.2K followers, [----] engagements


"$RDDT *REDDIT AUTHORIZES SHARE BUYBACK PROGRAM OF UP TO $1 BILLION"  
[X Link](https://x.com/cfromhertz/status/2019518009509900606)  2026-02-05T21:06Z 92.2K followers, [----] engagements


"i think this explains a lot of what is going on 🔹the most leverage EVER by individual investors 🔹the lowest cash balances by funds ON RECORD Everyone seems to be "All IN" 🔹 Retail Investors have the largest margin balances. on record (11/30/25) 🔹 The latest Bofa Fund Manager Survey indicates cash balances are at a record low of 3.2% (1/20) For me this is the most troublesome data for Equity Bulls https://t.co/ErEHbuyB41 Everyone seems to be "All IN" 🔹 Retail Investors have the largest margin balances. on record (11/30/25) 🔹 The latest Bofa Fund Manager Survey indicates cash balances are"  
[X Link](https://x.com/cfromhertz/status/2019523478823575900)  2026-02-05T21:28Z 92.2K followers, 15.6K engagements


"As you expect on a day when treasuries really rallied $IEI +0.4% $TLT +1.1%. HY Credit Spreads widened a bit today $IEI / $HYG nothing to worry about currently but something to start to keep an eye on"  
[X Link](https://x.com/cfromhertz/status/2019527427177754919)  2026-02-05T21:43Z 92.3K followers, [----] engagements


"To state the obvious.why are folks STILL using leverage on this stuff CRYPTO CAPITULATES TO $60K FROM WORST SINGLE DAY LIQUIDATION EVER https://t.co/Ep908Rw8J8 CRYPTO CAPITULATES TO $60K FROM WORST SINGLE DAY LIQUIDATION EVER https://t.co/Ep908Rw8J8"  
[X Link](https://x.com/cfromhertz/status/2019582878989054038)  2026-02-06T01:24Z 92.2K followers, 13.8K engagements


"$FORM had great earnings & I started a position today"  
[X Link](https://x.com/cfromhertz/status/2019593151812628724)  2026-02-06T02:05Z 92.3K followers, [----] engagements


"Are you focusing on stuff that's going down or what's holding its own & exhibiting relative strength in a tough market"  
[X Link](https://x.com/cfromhertz/status/2019593468629381508)  2026-02-06T02:06Z 92.3K followers, [----] engagements


"$LITE was up 8% today making a new ATH and you were focused on fake coins"  
[X Link](https://x.com/cfromhertz/status/2019595772204081633)  2026-02-06T02:15Z 92.3K followers, [----] engagements


"AI Infrastructure Stocks Rally After Amazons $200 Billion Capex (Bloomberg) -- Makers of gear used in artificial intelligence computing are rallying in premarket trading after Amazons massive $200 billion forecast for [----] capex far exceeded the average analyst estimate. 🔹Among semiconductor stocks moving: Nvidia +3% AMD +4.1% Broadcom +3.1% Marvell +4.4%Watch memory and storage stocks including Sandisk +7.2% Western Digital +5.11% Seagate +4% and Micron +4.3% 🔹Cloud-services provider CoreWeave rallies 5% while Oracle +1.9%Chip equipment makers Applied Materials rises 1.9% Lam Research"  
[X Link](https://x.com/cfromhertz/status/2019756292106080390)  2026-02-06T12:53Z 92.3K followers, [----] engagements


"Momentum Trade Suffers Historic Drawdown Amid Rotation to Value (Bloomberg) 🔹The momentum trade suffered the second-steepest drop since the aftermath of the [----] pandemic with the decline captured in a Goldman Sachs Group Inc. high-beta momentum basket. 🔹The momentum meltdown was part of a broader market rout that has left main US equity averages lower for the year with the proximate cause being tumult in the software sector. 🔹There were winners amid the selling with sustained gains in clothing retailers travel companies and makers of household goods and downtrodden stocks that profile as"  
[X Link](https://x.com/cfromhertz/status/2019758422690775404)  2026-02-06T13:01Z 92.3K followers, [----] engagements


"@livetradepro @BlueMoonTrades @blondebroker1 @ripster47 @ProblemSniper @Mr_Derivatives @SethCL @JonahLupton @eWhispers @bigbullcap @SunriseTrader @canuck2usa @OMillionaires @TrendSpider @bluechipdaily @WalterDeemer @saxena_puru @AnthonyCrudele @Banana3Stocks @KobeissiLetter Thanks Scott Likewise #ff @livetradepro Have a great weekend all 🏈"  
[X Link](https://x.com/cfromhertz/status/2019775431126204831)  2026-02-06T14:09Z 92.3K followers, [---] engagements


"Breadth +82% NYSE UpVolume to start 🔥"  
[X Link](https://x.com/cfromhertz/status/2019783172100169933)  2026-02-06T14:40Z 92.3K followers, [----] engagements


"$FORM good form on this one $FORM had great earnings & I started a position today https://t.co/D2gEhblid3 $FORM had great earnings & I started a position today https://t.co/D2gEhblid3"  
[X Link](https://x.com/cfromhertz/status/2019785209638531382)  2026-02-06T14:48Z 92.3K followers, [----] engagements


"$DOW saw a large amount of calls two days ago when stock was ripping better entry today imo after stock was -5% yday"  
[X Link](https://x.com/cfromhertz/status/2019788125380198537)  2026-02-06T14:59Z 92.3K followers, [----] engagements


"$DOCN $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq"  
[X Link](https://x.com/cfromhertz/status/2019853467574247682)  2026-02-06T19:19Z 92.3K followers, [----] engagements


"🚨*DOW JONES INDUSTRIAL AVERAGE CROSSES [-----] FOR FIRST TIME 🚨 $DIA $DIA #DJIA on breakout watch (I have a position) https://t.co/BiwIClWK4n $DIA #DJIA on breakout watch (I have a position) https://t.co/BiwIClWK4n"  
[X Link](https://x.com/cfromhertz/status/2019854898045808671)  2026-02-06T19:25Z 92.3K followers, [----] engagements


"Here are your US Index leaders all closing at an ATH $RSP Equally Weighted SPX $DIA DJIA $MDY Mid Caps $IJR Small Caps"  
[X Link](https://x.com/cfromhertz/status/2019881884940107978)  2026-02-06T21:12Z 92.3K followers, [----] engagements


"My chart of the week: The Great Rotation out of Mag [--] $RSP / $NYFANG https://t.co/olOXOtV6Ll The Great Rotation out of Mag [--] $RSP / $NYFANG https://t.co/olOXOtV6Ll"  
[X Link](https://x.com/cfromhertz/status/2020134288910434770)  2026-02-07T13:55Z 92.3K followers, [----] engagements


"Thank you Shari Have a great weekend If you're not listening to Christian's stock market recaps you're missing out. Thanks CF for sharing with us. There are still a lot of stocks working in this market. 👍👇 If you're not listening to Christian's stock market recaps you're missing out. Thanks CF for sharing with us. There are still a lot of stocks working in this market. 👍👇"  
[X Link](https://x.com/cfromhertz/status/2020137446906700185)  2026-02-07T14:07Z 92.3K followers, [----] engagements


"Where are the new $SPX 52wk highs coming from Mostly Industrials Financials and then a bunch of other areas If you are a Market #Bull do you want to see more 52wk highs or less right now you got a lot of them. https://t.co/jtComA9uVK If you are a Market #Bull do you want to see more 52wk highs or less right now you got a lot of them. https://t.co/jtComA9uVK"  
[X Link](https://x.com/cfromhertz/status/2020165118357647554)  2026-02-07T15:57Z 92.3K followers, [----] engagements


"note inflows can be misconstrued often inflows are used to create to lend - so that shorts have enough supply (you need to get a locate when shorting) if there are no shares available to short dealers will create more shares which can be seen as an inflow Investors are rushing into US software stocks: The Tech-Software ETF $IGV posted a combined +$1.5 billion 2-day inflow on Wednesday and Thursday the 2nd-highest on record. This is second only to the +$1.7 billion seen in [----]. As a result $IGV trading volume spiked to a https://t.co/2WbcYhMn8I Investors are rushing into US software stocks:"  
[X Link](https://x.com/cfromhertz/status/2020201436261544026)  2026-02-07T18:22Z 92.3K followers, [----] engagements


"@ARKInvest $COIN another example of cutting position at 200d MA avoid all the mess below . notice they are now selling some of position now"  
[X Link](https://x.com/cfromhertz/status/2020218384659394859)  2026-02-07T19:29Z 92.3K followers, [---] engagements


"these are just a few examples of why the funds always underperforms. reminder indices (i.e. $SPX $NDX )rebalance qly and they typical take out undeforming companies and add stronger companies. imo if you are adding to the worst positions in your portfolio (positions breaking lower) you will also underperform https://twitter.com/i/web/status/2020219109338690022 https://twitter.com/i/web/status/2020219109338690022"  
[X Link](https://x.com/cfromhertz/status/2020219109338690022)  2026-02-07T19:32Z 92.3K followers, [----] engagements


"This was the best half time show imo👇 What was your favorite https://youtu.be/-WYYlRArn3gsi=2C_Muag-vCSUuOP9 https://youtu.be/-WYYlRArn3gsi=2C_Muag-vCSUuOP9"  
[X Link](https://x.com/cfromhertz/status/2020705515224076367)  2026-02-09T03:45Z 92.3K followers, 11.6K engagements


"$GOOGL *GOOGLE-PARENT ALPHABET KICKS OFF SEVEN-PART US DOLLAR BOND SALE *MANDATE: ALPHABET BMARK 3Y LONG 6Y LONG 15Y 32Y 100Y"  
[X Link](https://x.com/cfromhertz/status/2020842062363668792)  2026-02-09T12:47Z 92.3K followers, [----] engagements


"$GOOGL *ALPHABET SEEKING TO RAISE ABOUT $15 BILLION FROM US BOND SALE"  
[X Link](https://x.com/cfromhertz/status/2020850240102752760)  2026-02-09T13:20Z 92.3K followers, [----] engagements


"$VUG +0.5 / $VTV -0.3% Growth running today"  
[X Link](https://x.com/cfromhertz/status/2020877872420802704)  2026-02-09T15:10Z 92.3K followers, [----] engagements


"good $FORM (i remain long)"  
[X Link](https://x.com/cfromhertz/status/2020884224052466137)  2026-02-09T15:35Z 92.3K followers, [----] engagements


"$DOCN hit the VPOC target ✅ $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq"  
[X Link](https://x.com/cfromhertz/status/2020895696048545881)  2026-02-09T16:20Z 92.3K followers, [----] engagements


"CF's Stock Market Recap -Growth $VUG Outperforms today $VTV - Optical names super strong $LITE $GLW $CIEN $VIAV - Metals rally $XME $GLD $SLV https://x.com/i/broadcasts/1lPKqvMYXgnGb https://x.com/i/broadcasts/1lPKqvMYXgnGb"  
[X Link](https://x.com/cfromhertz/status/2020981407871304030)  2026-02-09T22:01Z 92.3K followers, [----] engagements


"US Jan. Small Business Optimism Falls to 99.3; Est. [----] By Chris Middleton (Bloomberg) -- Forecast range [--] - [-----] from [--] economists 🔹Net percentage of firms expecting a better economy falls to 21% 🔹Net percentage of firms reporting higher selling prices falls to 26% 🔹15% of employers think it is a good time to expand 🔹959 employers surveyed for the NFIB report"  
[X Link](https://x.com/cfromhertz/status/2021212273558126735)  2026-02-10T13:18Z 92.3K followers, [----] engagements


"*US 30Y BONDS DRAW 4.750% VS 4.771% PRE-SALE WHEN-ISSUED YIELD $TLT +"  
[X Link](https://x.com/cfromhertz/status/2022013138196111803)  2026-02-12T18:21Z 92.3K followers, [----] engagements


"TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Heavy CTA selling continues $QQQs get rejected / Bonds $TLT ripping higher https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-f66r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-f66r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/cfromhertz/status/2022013699511529976)  2026-02-12T18:23Z 92.3K followers, [----] engagements


"$AMAT I was thinking if this can't hold the gains semis might be in trouble (given today's price action). let's see still a long way till tomorrow"  
[X Link](https://x.com/cfromhertz/status/2022074693696790967)  2026-02-12T22:25Z 92.3K followers, [----] engagements


"The moves today in these stocks is a testament to very little liquidity in the market . not exactly a constructive situation A former karaoke company recreated itself as an AI-fueled logistics company unveiled a new platform & spurred huge market losses in the latest scare trade. @neubergerbermans Joe Amato called AI-disruption fears a heat-seeking missile in search of its next sector to target. https://t.co/4xNKSuOoX0 A former karaoke company recreated itself as an AI-fueled logistics company unveiled a new platform & spurred huge market losses in the latest scare trade. @neubergerbermans"  
[X Link](https://x.com/cfromhertz/status/2022106377628594249)  2026-02-13T00:31Z 92.3K followers, [----] engagements


"@livetradepro @BlueMoonTrades @blondebroker1 @ripster47 @ProblemSniper @Mr_Derivatives @SethCL @JonahLupton @eWhispers @bigbullcap @SunriseTrader @canuck2usa @OMillionaires @TrendSpider @bluechipdaily @WalterDeemer @saxena_puru @AnthonyCrudele @Banana3Stocks @KobeissiLetter Thank you Scott #ff @livetradepro Have a great long w/e all"  
[X Link](https://x.com/cfromhertz/status/2022298988704043493)  2026-02-13T13:17Z 92.3K followers, [---] engagements


"buyers trying to take control but there is still a heavy seller out there (possibly CTA stuff) $SPY every time tries to push + / being met w/ selling pressure"  
[X Link](https://x.com/cfromhertz/status/2022325051282837954)  2026-02-13T15:00Z 92.3K followers, [----] engagements


"*SPX NEWS: $CRH CARVANA $CVNA & COMFORT SYSTEMS USA $FIX SET TO JOIN S&P"  
[X Link](https://x.com/cfromhertz/status/1997067801123553632)  2025-12-05T22:17Z 92.3K followers, 18.2K engagements


"we learned a tremendous amount on Jan 2nd . were you paying attention Jan2nd performance: 🔹FANG / Mag [--] looked heavy (see below) 🔹 $SMH was +3.7% / $IGV -2.9% 🔹 $ITA Aero & Defense was +3.4% 🔹 $QQQJ was +1.8% 🔹 $EWY was +5.1% ALL of these showed continuation in each of their respective trends $NYFANG $AMZN $MSFT $META $NFLX etc looks heavy and some rotation out of crowded long seems logical https://t.co/LYicW1HFwM $NYFANG $AMZN $MSFT $META $NFLX etc looks heavy and some rotation out of crowded long seems logical https://t.co/LYicW1HFwM"  
[X Link](https://x.com/cfromhertz/status/2013073822904173054)  2026-01-19T02:19Z 92.3K followers, 18.5K engagements


"$ITA let's see if Aero & Defense can make the turn + here"  
[X Link](https://x.com/cfromhertz/status/2018861790499909976)  2026-02-04T01:38Z 92.3K followers, [----] engagements


"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Big snapback rally today after a little fear crept into market lets review https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-9f8r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-9f8r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/cfromhertz/status/2019834849129861241)  2026-02-06T18:05Z 92.3K followers, [----] engagements


"$KBE $KRE closing ATHs +13.8% ytd i dont know many of these co's so I just bought $KBE in the TTG Global Trend Portfolio"  
[X Link](https://x.com/cfromhertz/status/2019884993758056908)  2026-02-06T21:24Z 92.3K followers, [----] engagements


"$TEM even if a long-term trader / investor something as simple as using a stop at a 200d MA can mitigate drawdowns buying below a 200d when the position should have been removed from the portfolio. @ARKInvest"  
[X Link](https://x.com/cfromhertz/status/2020214133770027041)  2026-02-07T19:12Z 92.3K followers, [----] engagements


"I look to capitalize on trends & relative strength & try to point members that way. I have two accounts I trade w/ my trading account which is entered in the USIC & the TTG Global Trend Portfolio . We try to cover all corners of the market w/ an option flow specialist & a fundamental idea trader @cfromhertz can you tell me about what your service is thank you @cfromhertz can you tell me about what your service is thank you"  
[X Link](https://x.com/cfromhertz/status/2021401114948567277)  2026-02-11T01:49Z 92.3K followers, [----] engagements


"$UAE +14% ytd & breaking out"  
[X Link](https://x.com/cfromhertz/status/2021415608508911741)  2026-02-11T02:46Z 92.3K followers, [----] engagements


"$QQQ 🔹a big battle w/ the bottom of the Feb Value Area continue to watch $617.65 🔹i dont care for Mega Cap Tech or FANG but remain long other areas in Tech in the TTG Global Trend Portfolio"  
[X Link](https://x.com/cfromhertz/status/2021647748223979575)  2026-02-11T18:09Z 92.3K followers, [----] engagements


"looking for themes changes charts want to see how many names going up / down we do the work for you everyday sign up here for the TTG Midday Market Pulse note: https://ttgtrading.substack.com The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Gap & Fade but Semis Energy Metals etc remain strong https://t.co/omL0fb4Ww4 https://t.co/ty1HEkFKxN https://ttgtrading.substack.com The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Gap & Fade but Semis Energy Metals etc remain strong https://t.co/omL0fb4Ww4 https://t.co/ty1HEkFKxN"  
[X Link](https://x.com/cfromhertz/status/2021678216809725967)  2026-02-11T20:10Z 92.3K followers, [----] engagements


"CF's Stock Market Recap Video Strong Groups did well $SMH $XLE $XLB $EWY today Overall Mkt in Holding Area $SPY $QQQ https://www.youtube.com/live/pRhy6lPkLkIsi=HDQP_qgKu-3TYY_v https://www.youtube.com/live/pRhy6lPkLkIsi=HDQP_qgKu-3TYY_v"  
[X Link](https://x.com/cfromhertz/status/2021707905519452415)  2026-02-11T22:08Z 92.3K followers, 10.9K engagements


"Chipmaker Kioxias Outlook Beats Estimates in Global AI Boom (Bloomberg) cc $SNDK $MU Kioxia Holdings Corp. projected better-than-expected full-year operating income reflecting a surge in NAND flash memory prices and strong demand for the data storage needed for artificial intelligence. The company forecast operating income of [------] billion to [------] billion in the fiscal year ending March and revenue should top [--] trillion for the first time. A wide range of customers are scrambling to secure NAND chip inventories causing prices to surge as demand overwhelms supply with some data center"  
[X Link](https://x.com/cfromhertz/status/2021916382841970798)  2026-02-12T11:56Z 92.3K followers, 16.7K engagements


"$HWM Howmet Aerospace Sees 1Q Adjusted EPS $1.09 to $1.11 Est. $1.02 (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/2021928315364552715)  2026-02-12T12:44Z 92.3K followers, [----] engagements


"*RUSSIA MEMO SEES RETURN TO DOLLAR SYSTEM IN PITCH TO TRUMP *RUSSIA MEMO SEES JOINT PLANS IN ENERGY MINERALS FOSSIL FUELS"  
[X Link](https://x.com/cfromhertz/status/2021951168079925490)  2026-02-12T14:14Z 92.3K followers, [----] engagements


"once again it feels like those CTAs are selling hard into strength . Today's price action feels like there is decent selling out there and may have been triggered from CTA models as several broker notes highlighted earlier this week https://t.co/Rsfm3xdCtD Today's price action feels like there is decent selling out there and may have been triggered from CTA models as several broker notes highlighted earlier this week https://t.co/Rsfm3xdCtD"  
[X Link](https://x.com/cfromhertz/status/2021962250148544883)  2026-02-12T14:59Z 92.3K followers, 22.1K engagements


"TICKs almost -1k these CTAs are selling hard once again it feels like those CTAs are selling hard into strength . once again it feels like those CTAs are selling hard into strength "  
[X Link](https://x.com/cfromhertz/status/2021981040164975018)  2026-02-12T16:13Z 92.3K followers, 11.2K engagements


"Watching the Builders $ITB w/ this move in rates $TLT"  
[X Link](https://x.com/cfromhertz/status/2022316991898402850)  2026-02-13T14:28Z 92.3K followers, [----] engagements


"*SUPREME COURT SAYS FEB. [--] TO BE OPINION DAY AMID TARIFF WAIT *SUPREME COURT ALSO SETS FEB. [--] AND [--] AS DAYS FOR OPINIONS"  
[X Link](https://x.com/cfromhertz/status/2022332692327776730)  2026-02-13T15:31Z 92.3K followers, [----] engagements


"$BTC_F & $IGV correlation continues"  
[X Link](https://x.com/cfromhertz/status/2022332858388693496)  2026-02-13T15:31Z 92.3K followers, [----] engagements


"Chart of the Week $TLT / $SPY Bonds are now up more ytd +3.3% vs $SPX +0.0% this trend may just be starting"  
[X Link](https://x.com/cfromhertz/status/2022404697139876159)  2026-02-13T20:17Z 92.3K followers, [----] engagements


"ICYMI -- my post from last weekend why does $ARKK always underperform hint hint - don't buy falling stocks that have broken trend see thread below for examples $ARKK what is going on here - why does this ETF always underperform I will give you a couple thoughts (and this is not meant to be criticism it is meant to help you avoid mistakes and increase trading disciple) https://t.co/UZfwZtgDNc $ARKK what is going on here - why does this ETF always underperform I will give you a couple thoughts (and this is not meant to be criticism it is meant to help you avoid mistakes and increase trading"  
[X Link](https://x.com/cfromhertz/status/2022408671498768415)  2026-02-13T20:32Z 92.3K followers, 27.7K engagements


"$NTNX Nutanix and NVIDIA $NVDA Collaborate to Accelerate Enterprise AI Adoption (Bloomberg) Integration will bring together Nutanixs automated and secure enterprise AI platform with NVIDIA NIM inference microservices for accelerated inference of state-of-the-art AI models"  
[X Link](https://x.com/cfromhertz/status/1792891677318771087)  2024-05-21T12:14Z 92.3K followers, [----] engagements


"$MCD *MCDONALD'S SEES CONSUMER PRESSURES CONTINUING IN [----] that is reflecting in Cons Discretionary charts $RSPD 200d MA will be important to watch for this group"  
[X Link](https://x.com/cfromhertz/status/1986066592317210722)  2025-11-05T13:42Z 92.3K followers, [----] engagements


"$XRT Retail huge move off of tagging support at top of its yearly Value Area here are your leaders in the ETF $VSCO $REAL $KSS $M $EYE $ODP $DG $DLTR $DDS $AEO $ROST $FIVE $ULTA $PSMT $WMT $RVLV $GAP"  
[X Link](https://x.com/cfromhertz/status/1997340666125316238)  2025-12-06T16:21Z 92.3K followers, 36.5K engagements


"$MA *MASTERCARD ANNOUNCES $14B SHARE BUYBACK"  
[X Link](https://x.com/cfromhertz/status/1998501795941814541)  2025-12-09T21:15Z 92.3K followers, [----] engagements


"$HWM *HOWMET AGREES TO BUY CAM FROM STANLEY BLACK& DECKER FOR $1.8B $SWK"  
[X Link](https://x.com/cfromhertz/status/2003099996410073124)  2025-12-22T13:47Z 92.3K followers, [----] engagements


"*ELI LILLY NEARS OVER $1B DEAL FOR VENTYX BIOSCIENCES: WSJ $VTYX $LLY"  
[X Link](https://x.com/cfromhertz/status/2008640261975667106)  2026-01-06T20:42Z 92.3K followers, 11K engagements


"*TRUMP: WON'T PERMIT DIVIDENDS STOCK BUYBACKS FOR DEFENSE COS *TRUMP: NO LONGER TOLERATING DEFENSE CONTRACTOR DIVIDENDS $ITA $LMT $GD $RTX $NOC"  
[X Link](https://x.com/cfromhertz/status/2008979586806370736)  2026-01-07T19:10Z 92.3K followers, 139K engagements


"$ITA best names ytd $AVAV +51% $KTOS +50% $RCAT +48% $KRMN +45% $MRCY +28% $ATRO +22% $RKLB +22% $DRS +20% $ITA Incredible moves this week for Aerospace & Defense Group https://t.co/IJSkGe6s77 $ITA Incredible moves this week for Aerospace & Defense Group https://t.co/IJSkGe6s77"  
[X Link](https://x.com/cfromhertz/status/2010062251269730655)  2026-01-10T18:52Z 92.3K followers, 13K engagements


"$TEM Tempus AI Up as Diagnostics Unit Fuels Prelim. 4Q Revenue Beat (Bloomberg) -- Tempus AI Inc. rises 12% premarket after the technology platform that uses AI to process medical data posted some preliminary fourth quarter results including revenue that beat estimates fueled by a 121% increase in revenue at the diagnostics division. https://twitter.com/i/web/status/2010708258936266846 https://twitter.com/i/web/status/2010708258936266846"  
[X Link](https://x.com/cfromhertz/status/2010708258936266846)  2026-01-12T13:39Z 92.3K followers, [----] engagements


"$UFO Space ETF taking off"  
[X Link](https://x.com/cfromhertz/status/2012175249412849683)  2026-01-16T14:48Z 92.3K followers, [----] engagements


"$GFS happy little candle TTG #bullish setup from last week"  
[X Link](https://x.com/cfromhertz/status/2013634221898641731)  2026-01-20T15:26Z 92.3K followers, [----] engagements


"$TEL TE Connectivity Cashes In On AI EV Demand With Record Orders 🔹TE Connectivity reported quarterly adjusted earnings of $2.72 per share up 33% year over year and revenue rose 22% to $4.67 billion. 🔹The company reported record quarterly orders of $5.1 billion up 28% year over year and generated $865 million in operating cash flow and $608 million in free cash flow. 🔹CEO Terrence Curtin expects double-digit year-over-year increases in both sales and EPS for the second quarter of fiscal [----] with adjusted earnings per share expected to be $2.65 up 20% year over year."  
[X Link](https://x.com/cfromhertz/status/2013959934853910641)  2026-01-21T13:00Z 92.3K followers, [----] engagements


"$KRMN *Karman Holdings FY Outlook Revenue $700M - 715M; FactSet Est. $578.7M"  
[X Link](https://x.com/cfromhertz/status/2014083352953798833)  2026-01-21T21:11Z 92.3K followers, [----] engagements


"$KRMN Karman Holdings FY Outlook Above Consensus (Dow Jones) Jan. [--] (Financial News Systems) - Karman Holdings sees FY outlook for revenue of $700 - [---] million which beats FactSet consensus estimates of $578.7 million. -- Sees FY outlook for adj EBITDA of $205 - [---] million Tony Koblinski (CEO) says: "Our core business continues to thrive as we build greater scale and capabilities through strategic acquisitions. From deep sea to deep space Seemann and MSC will make us truly an all-domain solutions provider with a larger addressable market and greater funding visibility and revenue across"  
[X Link](https://x.com/cfromhertz/status/2014083806840369646)  2026-01-21T21:12Z 92.3K followers, [----] engagements


"$KRMN Karman Holdings PT Raised to $130 from $100 at Raymond James $KRMN Karman Holdings FY Outlook Above Consensus (Dow Jones) Jan. [--] (Financial News Systems) - Karman Holdings sees FY outlook for revenue of $700 - [---] million which beats FactSet consensus estimates of $578.7 million. -- Sees FY outlook for adj EBITDA of $205 - [---] million $KRMN Karman Holdings FY Outlook Above Consensus (Dow Jones) Jan. [--] (Financial News Systems) - Karman Holdings sees FY outlook for revenue of $700 - [---] million which beats FactSet consensus estimates of $578.7 million. -- Sees FY outlook for adj EBITDA"  
[X Link](https://x.com/cfromhertz/status/2014315978390175818)  2026-01-22T12:35Z 92.3K followers, [----] engagements


"$AFRM *AFFIRM HOLDINGS SAYS IT APPLIED FOR US BANK CHARTER"  
[X Link](https://x.com/cfromhertz/status/2014692342066782651)  2026-01-23T13:31Z 92.3K followers, [----] engagements


"$WDC WESTERN DIGITAL $MU MICRON $SNDK SANDISK SHARES FOLLOW SEAGATE HIGHER $STX Seagate sees FY26 capital expenditures 4%-6% of revenue (via the fly) 🔹Says December quarter financial results exceeded both top- and bottom-line expectations and set new company records for exabyte shipments. Says developments align with long-term aerial density roadmap https://t.co/dpd8XpWmV9 $STX Seagate sees FY26 capital expenditures 4%-6% of revenue (via the fly) 🔹Says December quarter financial results exceeded both top- and bottom-line expectations and set new company records for exabyte shipments. Says"  
[X Link](https://x.com/cfromhertz/status/2016276950998733085)  2026-01-27T22:27Z 92.3K followers, [----] engagements


"$SNDK Sandisk 2Q Revenue Beats Estimates"  
[X Link](https://x.com/cfromhertz/status/2016982208011960515)  2026-01-29T21:10Z 92.3K followers, [----] engagements


"$SNDK Sandisk PT Raised to $1000 from $580 at Bernstein"  
[X Link](https://x.com/cfromhertz/status/2017263241655648399)  2026-01-30T15:46Z 92.3K followers, [----] engagements


"$ORCL Oracle to Raise Up to $50 Billion This Year for Cloud Investment (Bloomberg) -- Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in [----] to build additional capacity for its cloud infrastructure through a combination of debt and equity sales. Oracle is raising money in order to build additional capacity to meet the contracted demand from our largest Oracle Cloud Infrastructure customers including AMD Meta NVIDIA OpenAI TikTok xAI and others the company said in a statement. The company plans to raise half of the funds via equity-linked and common equity issuances"  
[X Link](https://x.com/cfromhertz/status/2018103838910148674)  2026-02-01T23:27Z 92.3K followers, [----] engagements


"$TER Teradyne 1Q Revenue Forecast Beats Estimates"  
[X Link](https://x.com/cfromhertz/status/2018438406909354070)  2026-02-02T21:36Z 92.3K followers, [----] engagements


"$VIK new ATH highs"  
[X Link](https://x.com/cfromhertz/status/2018515716673040418)  2026-02-03T02:43Z 92.3K followers, [----] engagements


"$SMH Semis are +13.7% ytd $TER +20% premkt and is in the ETF (1% weight) here are the best performers in the ETF ytd note $SMH is in the TTG Global Trend Portfolio"  
[X Link](https://x.com/cfromhertz/status/2018681861145333971)  2026-02-03T13:43Z 92.3K followers, 10.2K engagements


"Why I switched the TTG Global Trend Portfolio to mainly an ETF portfolio in '26: stock picking has gotten imo more difficult and it is easier to play themes / Intl moves and there are plenty of ETF choices out there to exploit moves many of the most popular names i.e. $NVDA are not doing that well this year but the group they belong to are. $SMH Semis are +13.7% ytd $TER +20% premkt and is in the ETF (1% weight) here are the best performers in the ETF ytd note $SMH is in the TTG Global Trend Portfolio https://t.co/gOZg0A5vh5 $SMH Semis are +13.7% ytd $TER +20% premkt and is in the ETF (1%"  
[X Link](https://x.com/cfromhertz/status/2018683802998976718)  2026-02-03T13:51Z 92.3K followers, [----] engagements


"The TTG Global Trend Portfolio is off to a good start in '26 +6.8% and I look to continue w/ being in the right areas of the market you can learn about it more here: https://ttgtrading.substack.com Why I switched the TTG Global Trend Portfolio to mainly an ETF portfolio in '26: stock picking has gotten imo more difficult and it is easier to play themes / Intl moves and there are plenty of ETF choices out there to exploit moves many of the most popular names i.e. $NVDA are https://ttgtrading.substack.com Why I switched the TTG Global Trend Portfolio to mainly an ETF portfolio in '26: stock"  
[X Link](https://x.com/cfromhertz/status/2018685184552440060)  2026-02-03T13:57Z 92.3K followers, [----] engagements


"$DIA old school $DJIA looks great here imo breaking out of congestion"  
[X Link](https://x.com/cfromhertz/status/2018696617390469571)  2026-02-03T14:42Z 92.3K followers, [----] engagements


"TTG Watchlist 🔥"  
[X Link](https://x.com/cfromhertz/status/2018717279999963381)  2026-02-03T16:04Z 92.3K followers, [----] engagements


"$WMT not saying it plays out exactly like last year but just b/c Value stocks are acting well right now. when there is real volatility they usually all get hit the point is do not get complacent in any stock"  
[X Link](https://x.com/cfromhertz/status/2018770722353713611)  2026-02-03T19:37Z 92.3K followers, [----] engagements


"$IWM green to red to green"  
[X Link](https://x.com/cfromhertz/status/2018790564762976416)  2026-02-03T20:55Z 92.3K followers, [----] engagements


"*TEXAS INSTRUMENTS IN TALKS TO BUY SILICON LABORATORIES: FT $TXN $SLAB"  
[X Link](https://x.com/cfromhertz/status/2018792398189715911)  2026-02-03T21:03Z 92.3K followers, [----] engagements


"$LITE Lumentum 2Q Adjusted EPS Beats Estimates (Bloomberg) -- Lumentum reported adjusted earnings per share for the second quarter that beat the average analyst estimate.SECOND QUARTER RESULTSAdjusted EPS $1.67 vs. 42c y/y estimate $1.41 (Bloomberg Consensus) Net revenue $665.5 million +65% y/y estimate $652.5 million https://twitter.com/i/web/status/2018792865585938737 https://twitter.com/i/web/status/2018792865585938737"  
[X Link](https://x.com/cfromhertz/status/2018792865585938737)  2026-02-03T21:05Z 92.3K followers, [----] engagements


"$CLX Clorox 2Q Adjusted EPS Misses Estimates https://t.co/TQA8bdctYP https://t.co/TQA8bdctYP"  
[X Link](https://x.com/cfromhertz/status/2018794526614397435)  2026-02-03T21:11Z 92.3K followers, [----] engagements


"$CMG no burritos for you just VPOCs"  
[X Link](https://x.com/cfromhertz/status/2018794952835412347)  2026-02-03T21:13Z 92.3K followers, [----] engagements


"$SMH don't really like how this looks (in short-term) remember $IWM had a candle like this a couple weeks back plus #bearigh engulfing today"  
[X Link](https://x.com/cfromhertz/status/2018797968246374497)  2026-02-03T21:25Z 92.3K followers, [----] engagements


"Equal Weighted US Sectors via @finviz_com Observations [--]. $RSPC Communications - break lower [--]. $RSPS Staples - momentum break higher [--]. $RSPH Energy - strong move + [--]. $RSPN Indus & $RSPM Materials both strong + [--]. $RSPU Utilities on watch for break + [--]. $RSPF Fins $RSPH HC stall & break - [--]. $RSPT Tech - Sideways https://twitter.com/i/web/status/2018819415752528349 https://twitter.com/i/web/status/2018819415752528349"  
[X Link](https://x.com/cfromhertz/status/2018819415752528349)  2026-02-03T22:50Z 92.3K followers, [----] engagements


"$NXT pulling back to prev high"  
[X Link](https://x.com/cfromhertz/status/2018824206205718892)  2026-02-03T23:09Z 92.3K followers, [----] engagements


"$BTU Watching for turn back + over short term MAs"  
[X Link](https://x.com/cfromhertz/status/2018855329518490039)  2026-02-04T01:13Z 92.3K followers, [----] engagements


"$CVX back to highs after yday's inside day $CVX has broken out of a 4yr range note $CVX is 18% of the $XLE ETF $XOM is 24% https://t.co/aKOnZAUoJI $CVX has broken out of a 4yr range note $CVX is 18% of the $XLE ETF $XOM is 24% https://t.co/aKOnZAUoJI"  
[X Link](https://x.com/cfromhertz/status/2018861505337569427)  2026-02-04T01:37Z 92.3K followers, [----] engagements


"$CAT $DE this is a market for 🦌's & 🐈's"  
[X Link](https://x.com/cfromhertz/status/2019059287738167683)  2026-02-04T14:43Z 92.3K followers, 19.4K engagements


"Once again breadth is quite normal +51% NYSE UpVolume Solar $TAN Builders $ITB Materials $XLP Banks $KBE Energy $XLE leads"  
[X Link](https://x.com/cfromhertz/status/2019066071974609005)  2026-02-04T15:10Z 92.3K followers, [----] engagements

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