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

- X Week XXXXXXX -XXXX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +10%

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

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +18%
- X Year XXXXX +2.30%

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

- X Week XXXXXX +0.14%
- X Month XXXXXX +0.44%
- X Months XXXXXX +3.60%
- X Year XXXXXX +8.10%

### CreatorRank: XXXXXXX [#](/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)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #1931 [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [fashion brands](/list/fashion-brands)  #2944 [social networks](/list/social-networks)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[strong](/topic/strong) 5.47%, [ai](/topic/ai) 3.91%, [$xrt](/topic/$xrt) #1, [$iwm](/topic/$iwm) #7, [$fang](/topic/$fang) #4, [stocks](/topic/stocks) 2.34%, [$gap](/topic/$gap) #1, [$five](/topic/$five) #1, [$dg](/topic/$dg) #1, [$wmt](/topic/$wmt) #290

**Top accounts mentioned or mentioned by**
[@livetradepro](/creator/undefined) [@sssvenky](/creator/undefined) [@jonahlupton](/creator/undefined) [@sunrisetrader](/creator/undefined) [@canuck2usa](/creator/undefined) [@marketwebs](/creator/undefined) [@finvizcom](/creator/undefined) [@sullycnbc](/creator/undefined) [@blondebroker1](/creator/undefined) [@ripster47](/creator/undefined) [@problemsniper](/creator/undefined) [@mrderivatives](/creator/undefined) [@sethcl](/creator/undefined) [@ewhispers](/creator/undefined) [@bigbullcap](/creator/undefined) [@omillionaires](/creator/undefined) [@trendspider](/creator/undefined) [@bluechipdaily](/creator/undefined) [@walterdeemer](/creator/undefined) [@saxenapuru](/creator/undefined)

**Top assets mentioned**
[Robonomics Network (XRT)](/topic/$xrt) [FANG Token (FANG)](/topic/$fang) [Gapcoin (GAP-1)](/topic/$gap) [Five Below, Inc. (FIVE)](/topic/$five) [Decentral Games (DG)](/topic/$dg) [Walmart, Inc. (WMT)](/topic/$wmt) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Coldstack (CLS)](/topic/$cls) [GLOBUS MEDICAL INC (GMED)](/topic/$gmed) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [Teradyne, Inc. (TER)](/topic/$ter) [Eli Lilly and Company (LLY)](/topic/$lly) [Kohl's Corporation (KSS)](/topic/$kss) [Fabrinet (FN)](/topic/$fn) [Wormhole (W)](/topic/$w) [American Airlines Group Inc (AAL)](/topic/$aal) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Realy (REAL)](/topic/$real) [Dillards Inc. (DDS)](/topic/$dds) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [IBM (IBM)](/topic/ibm) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [DIA (DIA)](/topic/$dia) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [FedEx Corporation (FDX)](/topic/$fdx) [Expeditors International of Wshngtn Inc (EXPD)](/topic/$expd) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [Aipocalypto (AIPO)](/topic/$aipo) [Aditus (ADI)](/topic/$adi) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Microsoft Corp. (MSFT)](/topic/microsoft) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [Pegasystems Inc (PEGA)](/topic/$pega) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [A3S Protocol (AA)](/topic/$aa) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Etoro (ETOR)](/topic/$etor) [Globalstar, Inc. (GSAT)](/topic/$gsat) [Oklo Inc. (OKLO)](/topic/$oklo) [Centrus Energy Corp. (LEU)](/topic/$leu) [Uranium Energy Corp. (UEC)](/topic/$uec) [GE Vernova Inc. (GEV)](/topic/$gev) [Constellation Energy Corp (CEG)](/topic/$ceg)
### Top Social Posts
Top posts by engagements in the last XX hours

"$EWC "Oh Canada.""  
[X Link](https://x.com/cfromhertz/status/1996624614764826775)  2025-12-04T16:56Z 91.6K followers, 10.3K engagements


"since the Williams pivot on 11/21: $IWM +10% $IWC +12% $SPY +5% $QQQ +6% $DIA +5% 🔹note the Fed Meeting is Wed and Fed Fund Futures are pricing in a XX% chance of a cut. 🔹I think the big question out there is if the Fed does cut will have a dovish outlook (more cuts thereafter) and that will have implications for a possible Santa Claus rally 🔹Dates for so called Santa Claus rally: Dec 2431"  
[X Link](https://x.com/cfromhertz/status/1996938442979110925)  2025-12-05T13:43Z 91.6K followers, 12.9K engagements


"*SOFTBANK IS SAID IN TALKS TO BUY INVESTMENT FIRM DIGITALBRIDGE $DBRG"  
[X Link](https://x.com/cfromhertz/status/1996960171084382664)  2025-12-05T15:09Z 91.6K followers, 3423 engagements


"Get up to speed on all the most important Market Trends & Themes with The TTG Market Pulse #Trading Note Small Caps $IWM and Retail $XRT / Travel $PEJ Building $ITB names on fire as Rates move lower and better than expected earnings"  
[X Link](https://x.com/cfromhertz/status/1993381442051543283)  2025-11-25T18:09Z 91.6K followers, 2822 engagements


"$FANG another try"  
[X Link](https://x.com/cfromhertz/status/1995508801106280754)  2025-12-01T15:02Z 91.6K followers, 11.7K engagements


"Transports $TRAN have seen some particularly strong earnings from this group $CHRW $FDX $EXPD $XPO $JBHT"  
[X Link](https://x.com/cfromhertz/status/1987148784954917053)  2025-11-08T13:22Z 91.5K followers, 12.1K engagements


"$AIPO AI & Power Stocks ETF $DTCR Data Center & Infr. ETF break downs"  
[X Link](https://x.com/cfromhertz/status/1988999999753990596)  2025-11-13T15:58Z 91.6K followers, 8639 engagements


"$FANG cmon let's do this"  
[X Link](https://x.com/cfromhertz/status/1991520600691732633)  2025-11-20T14:54Z 91.5K followers, 13.9K engagements


"$IHI Medical Devices the group has been dormant sideways for the better part of a year but now trying to resolve higher I added $IHI to the TTG Trend Portfolio yday"  
[X Link](https://x.com/cfromhertz/status/1993384427804934309)  2025-11-25T18:20Z 91.5K followers, 3179 engagements


"$ILF Latin America ETF New weekly closing highs I added this to TTG Trend Portfolio on Monday of last week"  
[X Link](https://x.com/cfromhertz/status/1994804895430725689)  2025-11-29T16:25Z 91.5K followers, 6274 engagements


"Semis hitting new highs today $TSEM $ADI $TER $AMAT"  
[X Link](https://x.com/cfromhertz/status/1995988509333590390)  2025-12-02T22:48Z 91.6K followers, 4538 engagements


"$MSFT Microsoft Lowers AI Software Sales Quotas as Customers Resist Newer Products (The Information) -Microsoft has lowered expectations for how quickly it can get customers to spend money on newer AI products known as agents after many salespeople missed sales-growth goals. -Corporate customers have complained that it's hard to measure the savings from using AI technology and that it can be difficult to get the AI to work perfectly in certain cases. - Microsoft is adjusting to resistance from companies to pay more for AI but AI has been a major boon to Microsoft's business thanks to new"  
[X Link](https://x.com/cfromhertz/status/1996218736752132322)  2025-12-03T14:03Z 91.6K followers, 49.4K engagements


"$LLY check back to 20d MA watch for the turn +"  
[X Link](https://x.com/cfromhertz/status/1996292142679859492)  2025-12-03T18:55Z 91.5K followers, 4318 engagements


"$COST Costco Nov. Total Comparable Sales Miss Estimates (Bloomberg) -- Costco reported total comparable sales for November that missed the average analyst estimate. NOVEMBER RESULTS 🔹Total comparable sales +6.9% estimate +7.3% (Consensus Metrix average of XX estimates) 🔹US comparable sales ex-gas FX +5.8% estimate +6.8% 🔹Total company comparable sales excluding fuel in constant currency +6.4% estimate +6.9% 🔹Canada comparable sales ex-gas FX +8.3% estimate +8% 🔹Other international comp. sales excluding gas FX +8% estimate +5.8%"  
[X Link](https://x.com/cfromhertz/status/1996327680661463104)  2025-12-03T21:16Z 91.5K followers, 4922 engagements


"In case you haven't listened to the Jensen Huang interview on Rogan. a must listen to on #AI and where it's going Here is full interview"  
[X Link](https://x.com/cfromhertz/status/1996426383321608573)  2025-12-04T03:48Z 91.6K followers, 17.2K engagements


"FED'S BOWMAN SPEAKS ON BANK REGULATION note Fed in a Quiet Period on Monetary Policy until FOMC 12/10"  
[X Link](https://x.com/cfromhertz/status/1996637589756162543)  2025-12-04T17:47Z 91.5K followers, 3625 engagements


"$PEGA filled earnings gap & check back to 50d MA"  
[X Link](https://x.com/cfromhertz/status/1987213409079992521)  2025-11-08T17:39Z 91.6K followers, 3835 engagements


"China #Solar $DQ $JKS clouds starting to clear 🌞"  
[X Link](https://x.com/cfromhertz/status/1987705750760931337)  2025-11-10T02:15Z 91.6K followers, 6660 engagements


"$TSM TSMC Stock Rises. Why Slowing Sales Growth Is No Reason to Panic About AI. Summary by Bloomberg AI Taiwan Semiconductor Manufacturing reported its slowest rate of monthly sales growth in more than XX months with XX% growth from the same month last year. TSMC's October revenue was a new monthly record at XXXXXX billion New Taiwan dollars but the slow growth may fuel speculation about whether the boom in demand for AI hardware is slowing. The company recently raised its guidance for revenue growth this year to the middle range of 30%-40% with AI-related chip revenue expected to double in"  
[X Link](https://x.com/cfromhertz/status/1987849509586542941)  2025-11-10T11:47Z 91.6K followers, 5572 engagements


"Best names today in TTG Strong Earnings list $SYM $KSS $ANF $TSEM $TER $AA $TEVA $LYFT $ETOR $GAP $FN $AAL $W via @finviz_com not a finviz customer here is a link for their special"  
[X Link](https://x.com/cfromhertz/status/1993736674505851374)  2025-11-26T17:40Z 91.6K followers, 2769 engagements


"$EWC Canada ETF nice break higher to new highs in the Canadian ETF"  
[X Link](https://x.com/cfromhertz/status/1994805402215879172)  2025-11-29T16:27Z 91.6K followers, 9024 engagements


"$NG_F Nat Gas Futures breaking higher upside VPOC 6.475"  
[X Link](https://x.com/cfromhertz/status/1995201971775750550)  2025-11-30T18:43Z 91.6K followers, 16.9K engagements


"$GSAT nice turn +"  
[X Link](https://x.com/cfromhertz/status/1996304695862665289)  2025-12-03T19:45Z 91.6K followers, 3115 engagements


"Power Generation / Uranium / Data Center names strong day $OKLO +10% $LEU +5% $UEC +6% $GEV +5% $CEG +3% $VST +2.5% $APLD +6.4% $CIFR +5.5%"  
[X Link](https://x.com/cfromhertz/status/1996611343873376461)  2025-12-04T16:03Z 91.6K followers, 3160 engagements


"PCE data is at 10am this morning (vs the usual 8:30am) for the Feds preferred gauge of inflation the exp MoM is +0.3%"  
[X Link](https://x.com/cfromhertz/status/1996936106751787105)  2025-12-05T13:34Z 91.6K followers, 15.9K engagements


"is $RIVN a tiny car 😀"  
[X Link](https://x.com/cfromhertz/status/1996953098258874661)  2025-12-05T14:41Z 91.6K followers, 5573 engagements


"Discount Retail continuing to do well $FIVE breaking out also $DG $DLTR $WMT +"  
[X Link](https://x.com/cfromhertz/status/1996955928537469092)  2025-12-05T14:52Z 91.6K followers, 6872 engagements


"$WMT big breakout"  
[X Link](https://x.com/cfromhertz/status/1996963281584492838)  2025-12-05T15:22Z 91.6K followers, 4131 engagements


"CF's Stock Market Recap 🔹 $IWM now +7% since Fed Speakers pivot on Friday 🔹Builders $ITB Retail $XRT Travel & Leisure $PEJ Pharma $PPH lead"  
[X Link](https://x.com/cfromhertz/status/1993439450081505531)  2025-11-25T21:59Z 91.6K followers, 9492 engagements


"Get up to speed on all the most important Market Trends & Themes with The TTG Market Pulse #Trading Note Cryptos and Bonds lower / Nat Gas Copper Precious Metals +"  
[X Link](https://x.com/cfromhertz/status/1996997101381616091)  2025-12-05T17:36Z 91.6K followers, 11K 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 91.6K followers, 35.7K engagements


"$CLS Celestica Raised to Buy at Citi on Outlook For Spending on AI (Bloomberg) PT to $XXX from $212"  
[X Link](https://x.com/cfromhertz/status/1987862293263040901)  2025-11-10T12:37Z 91.6K followers, 8162 engagements


"along w/ Optical stocks $LITE $CIEN Memory Chip stocks continue to show relative strength in Tech $SNDK $MU $WDC $STX"  
[X Link](https://x.com/cfromhertz/status/1990434316598260187)  2025-11-17T14:58Z 91.6K followers, 5428 engagements


"time for a Quad chart similar stuff going on in Pharm / HC (digest of recent gains and resolving higher) $PPH $GMED $GH $MEDP"  
[X Link](https://x.com/cfromhertz/status/1991950217500061756)  2025-11-21T19:21Z 91.6K followers, 11.1K engagements


"Best names today in TTG Strong Earnings list $GAP $DDS $REAL $RDDT $VIK $WING $ZETA $WGO $AAL $W $ONON $GMED via @finviz_com not a finviz customer here is a link for their special"  
[X Link](https://x.com/cfromhertz/status/1993362640307998774)  2025-11-25T16:54Z 91.6K followers, 3817 engagements


"$GMED happy little breakout"  
[X Link](https://x.com/cfromhertz/status/1993411963234533754)  2025-11-25T20:10Z 91.6K followers, 4718 engagements


"$SNPS *NVIDIA INVESTED $2B IN SYNOPSYS STOCK $NVDA *NVIDIA INVESTED AT A BUY PRICE OF $414.79/SHR"  
[X Link](https://x.com/cfromhertz/status/1995478533028667677)  2025-12-01T13:02Z 91.6K followers, 3678 engagements


"$CRDO giving back almost the whole earnings pop"  
[X Link](https://x.com/cfromhertz/status/1996229163418611907)  2025-12-03T14:44Z 91.6K followers, 3915 engagements


"$CLS Celestica 3Q Adjusted EPS Beats Estimates (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1982904343922946324)  2025-10-27T20:16Z 91.6K followers, 23K engagements


"$RIGL $MDGL super strong along w/ $LLY"  
[X Link](https://x.com/cfromhertz/status/1990817609252536556)  2025-11-18T16:21Z 91.6K followers, 3694 engagements


"this is due to the X for X reverse split. that said there was still a lot of volume in $SQQQ last week"  
[X Link](https://x.com/cfromhertz/status/1992724782476128319)  2025-11-23T22:39Z 91.6K followers, 11K engagements


"Nice call by Sai He's been #bullish $MDGL for a long time"  
[X Link](https://x.com/cfromhertz/status/1993138373742280854)  2025-11-25T02:03Z 91.6K followers, 7942 engagements


"Best names from TTG Strong Earnings Watchlist $BE $SNDK $LGN $LITE $COHR $APLD $FN $KLIC $NXT $LMND $CLS"  
[X Link](https://x.com/cfromhertz/status/1996626527019274462)  2025-12-04T17:03Z 91.6K followers, 3164 engagements


"$RBRK VPOC and chill"  
[X Link](https://x.com/cfromhertz/status/1996956702076186642)  2025-12-05T14:55Z 91.6K followers, 2730 engagements


"*US SEPT. CORE PCE PRICE INDEX RISES XXX% M/M; EST. +0.2% *UMICH PRELIM DEC. CONSUMER SENTIMENT RISES TO 53.3; EST. 52"  
[X Link](https://x.com/cfromhertz/status/1996957904323125686)  2025-12-05T15:00Z 91.6K followers, 4048 engagements


"$SIL $GDX $XRT $FCG best sectors / groups"  
[X Link](https://x.com/cfromhertz/status/1996971514978030025)  2025-12-05T15:54Z 91.6K followers, 5223 engagements


"$IBM NEARS ABOUT $11B DEAL FOR CONFLUENT $CFLT : WSJ"  
[X Link](https://x.com/cfromhertz/status/1997865627323859112)  2025-12-08T03:07Z 91.6K followers, 8973 engagements


"*IBM TO BUY CONFLUENT FOR $XX PER SHARE IN CASH $IBM $CFLT"  
[X Link](https://x.com/cfromhertz/status/1998015024816615453)  2025-12-08T13:01Z 91.6K followers, 4322 engagements