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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 +17%
- X Month XXXXXXXXX +66%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX +12%

### 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 +18%
- X Month XXX +24%
- X Months XXXXX -XX%
- X Year XXXXX +53%

### 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 +0.20%
- X Month XXXXXX +0.83%
- X Months XXXXXX +3.90%
- X Year XXXXXX +8.50%

### 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 [#](/creator/twitter::801116888/influence)
---

**Social category influence**
[stocks](/list/stocks)  #4620 [finance](/list/finance)  XXX% [cryptocurrencies](/list/cryptocurrencies)  #5376 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[bloomberg](/topic/bloomberg) #140, [stocks](/topic/stocks) #5140, [$xar](/topic/$xar) #2, [$pbw](/topic/$pbw) #2, [$be](/topic/$be) #32, [$wdc](/topic/$wdc) #9, [china](/topic/china) 0.45%, [$iwm](/topic/$iwm) #86, [$gev](/topic/$gev) #27, [$nvts](/topic/$nvts) #41

**Top accounts mentioned or mentioned by**
[@marketwebs](/creator/undefined) [@martychargin](/creator/undefined) [@sssvenky](/creator/undefined) [@grok](/creator/undefined) [@harshitbhola22](/creator/undefined) [@ketsemanian](/creator/undefined) [@tripledtrader](/creator/undefined) [@moneymitch_ttp](/creator/undefined) [@breezefor1407](/creator/undefined) [@f1](/creator/undefined) [@ewhispers](/creator/undefined) [@webbegole](/creator/undefined) [@jfangold22776](/creator/undefined) [@jpl054978215284](/creator/undefined) [@viprosetr](/creator/undefined) [@jimdbenson](/creator/undefined) [@chasingpaperbro](/creator/undefined) [@jonahlupton](/creator/undefined) [@finvizcom](/creator/undefined) [@federalreserve](/creator/undefined)

**Top assets mentioned**
[Arcana Network (XAR)](/topic/$xar) [Bloom Energy Corporation (BE)](/topic/$be) [Western Digital Corp (WDC)](/topic/$wdc) [GE Vernova Inc. (GEV)](/topic/$gev) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [Micron Technology, Inc. (MU)](/topic/$mu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [IREN Limited (IREN)](/topic/$iren) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AeroVironment, Inc. (AVAV)](/topic/$avav) [iShares BTC Trust (IBIT)](/topic/$ibit) [Coldstack (CLS)](/topic/$cls) [First Solar, Inc. (FSLR)](/topic/$fslr) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [IonQ, Inc. (IONQ)](/topic/$ionq) [MP Materials Corp. (MP)](/topic/$mp) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Qtum (QTUM)](/topic/$qtum) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Applovin Corporation (APP)](/topic/applovin) [Cisco Systems Inc (CSCO)](/topic/$csco) [Amphenol Corporation (APH)](/topic/$aph) [Bitcoin (BTC)](/topic/bitcoin) [Wells Fargo & Co (WFC)](/topic/$wfc) [Oracle Corporation (ORCL)](/topic/$orcl) [Advanced Micro Devices (AMD)](/topic/$amd) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Blackstone, Inc. (BX)](/topic/$bx) [Carlyle Group, Inc. (CG)](/topic/$cg) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Halliburton Company (HAL)](/topic/$hal) [Allegheny Technologies (ATI)](/topic/$ati) [Karman Holdings Inc. (KRMN)](/topic/$krmn) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [CatCoin (CAT)](/topic/$cat) [Klarna Group (KLAR)](/topic/klarna) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin Incognito (XBI)](/topic/$xbi) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Stacks (STX)](/topic/$stx) [Spacemesh (SMH)](/topic/$smh) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Microsoft Corp. (MSFT)](/topic/microsoft) [Vertiv Holdings Co (VRT)](/topic/$vrt) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [IBM (IBM)](/topic/ibm) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Corning Incorporated (GLW)](/topic/$glw) [Ciena Corporation (CIEN)](/topic/$cien)
### Top Social Posts [#](/creator/twitter::801116888/posts)
---
Top posts by engagements in the last XX hours

"$MU Micron will get a boost from supply shortage in memory storage UBS says The bank reiterated its buy rating on the semiconductor stock and raised its 12-month price target to $XXX per share from $XXX. This revised price forecast implies that shares of Micron could rally XX% from their Wednesday close of $191.94"  
[X Link](https://x.com/cfromhertz/status/1978791002958659641) [@cfromhertz](/creator/x/cfromhertz) 2025-10-16T11:51Z 91.1K followers, 4855 engagements


"$FICO Experian and Peers Tumble on FICOs Direct Approach: Street Wrap The moves follow Fair Isaac unveiling a major shift in how FICO scores are delivered to the mortgage industry giving lenders the option to calculate and distribute FICO scores directly to customers"  
[X Link](https://x.com/cfromhertz/status/1973714222703157280) [@cfromhertz](/creator/x/cfromhertz) 2025-10-02T11:38Z 91.1K followers, 4852 engagements


"Opticals strong $LITE $GLW $CIEN"  
[X Link](https://x.com/cfromhertz/status/1979185142007464190) [@cfromhertz](/creator/x/cfromhertz) 2025-10-17T13:58Z 91.1K followers, 3289 engagements


"$TSM TSMC Raises Outlook in Vote of Confidence for AI Megatrend (Bloomberg )"  
[X Link](https://x.com/cfromhertz/status/1978772250024092049) [@cfromhertz](/creator/x/cfromhertz) 2025-10-16T10:37Z 91.1K followers, 4703 engagements


"$APP *APPLOVIN HAS BEEN PROBED BY SEC OVER DATA-COLLECTION PRACTICES"  
[X Link](https://x.com/cfromhertz/status/1975285699743232257) [@cfromhertz](/creator/x/cfromhertz) 2025-10-06T19:43Z 91.1K followers, 13.7K engagements


"So we have a new thing going on in the market that I have not seen before .and co's are exploding higher on it What co gets the next gov't stake This is new interesting phenomenon. (Please don't send me angry tweets re political view I am strictly discussing market / trading aspect) Who gets the next stake"  
[X Link](https://x.com/cfromhertz/status/1973894754631823383) [@cfromhertz](/creator/x/cfromhertz) 2025-10-02T23:35Z 91.1K followers, 8876 engagements


"$XAR Aero & Defense ETF - new highs"  
[X Link](https://x.com/cfromhertz/status/1970494454051065878) [@cfromhertz](/creator/x/cfromhertz) 2025-09-23T14:24Z 91.1K followers, 18.1K engagements


"$HOOD big level of interest here. price right at the top of its Oct Value Area and trying to hold & bounce"  
[X Link](https://x.com/cfromhertz/status/1979256203239723204) [@cfromhertz](/creator/x/cfromhertz) 2025-10-17T18:40Z 91.1K followers, 7420 engagements


"$IREN was on list of stocks getting hit the most post mkt now it's on the biggest gainers list. talk about volatile"  
[X Link](https://x.com/cfromhertz/status/1976776555423842453) [@cfromhertz](/creator/x/cfromhertz) 2025-10-10T22:27Z 91.1K followers, 7145 engagements


"*US WEIGHS ACTION AGAINST CHINA-CONNECTED ROUTER GIANT TP-LINK cc $NTGR $CSCO"  
[X Link](https://x.com/cfromhertz/status/1976324035043811601) [@cfromhertz](/creator/x/cfromhertz) 2025-10-09T16:29Z 91.1K followers, 13.7K engagements


"$APH Amphenol Shares Jump as BofA Upgrades to Buy on AI Growth (Bloomberg) PT raised to $XXX matching street-high target"  
[X Link](https://x.com/cfromhertz/status/1978425757568241905) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T11:40Z 91.1K followers, 3698 engagements


"$IREN *IREN REPORTS CONV NOTES OFFERING"  
[X Link](https://x.com/cfromhertz/status/1975653817875402879) [@cfromhertz](/creator/x/cfromhertz) 2025-10-07T20:05Z 91.1K followers, 25.4K engagements


"$SPOT *SPOTIFY TO START PUTTING VIDEO PODCASTS ON NETFLIX NEXT YEAR $NFLX"  
[X Link](https://x.com/cfromhertz/status/1978159291354792073) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T18:01Z 91.1K followers, 4845 engagements


"'Trump Explores Bailout Of At Least $XX Billion For U.S. Farmers; Farmers Are Harvesting One Of The Largest Crops In History While China Holds Off On Purchasing U.S. Soybeans' - WSJ Exclusive"  
[X Link](https://x.com/cfromhertz/status/1973832407263641678) [@cfromhertz](/creator/x/cfromhertz) 2025-10-02T19:28Z 91.1K followers, 4117 engagements


"CF's Stock Market Recap Themes: - Small $IWM & Micros $IWC Breaking Out - Resources / Alt Energy names continue to fly - Builders bounce Stocks: $PBW $ICLN $LAES $NVTS $INDI $SKYT $GEV $EOSE $BE $LAC"  
[X Link](https://x.com/cfromhertz/status/1978207890943922359) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T21:14Z 91.1K followers, 12K engagements


"$ZETA: Zeta Global sees revenue reaching over $2.1B by 2028 vs. $1.26B guided for FY25"  
[X Link](https://x.com/cfromhertz/status/1976622103282757902) [@cfromhertz](/creator/x/cfromhertz) 2025-10-10T12:13Z 91.1K followers, 5670 engagements


"$RKT BofA upgrades Rocket to Buy on new rate cut forecast (Bloomberg TheFly) BofA upgraded Rocket Companies to Buy from Neutral with a price target of $XX up from $XX. The analyst cites BofA's updated Federal Reserve rate cut forecast for the upgrade. The firm now expects two rate cuts this year from none previously and three more next year. Rocket is a "strong beneficiary" of rate cuts as they will drive both purchase and refinance mortgage volumes the analyst tells investors in a research note. Rate cuts could help unlock refinance mortgages where the company has XX% market share contends"  
[X Link](https://x.com/cfromhertz/status/1965747090002186260) [@cfromhertz](/creator/x/cfromhertz) 2025-09-10T12:00Z 91.1K followers, 3772 engagements


"$XYZ *BLOCK: SQUARE INTRODUCED SQUARE BITCOIN FOR LOCAL BUSINESSES"  
[X Link](https://x.com/cfromhertz/status/1975910002331435260) [@cfromhertz](/creator/x/cfromhertz) 2025-10-08T13:03Z 91.1K followers, 4874 engagements


"$FUTU found support at bottom of Sept Value Area held and bounce using @MarketWebs system"  
[X Link](https://x.com/cfromhertz/status/1970863557110837311) [@cfromhertz](/creator/x/cfromhertz) 2025-09-24T14:51Z 91.1K followers, 3941 engagements


"$KTOS $HOOD two stocks I'm watching as they pull back to 20d MA"  
[X Link](https://x.com/cfromhertz/status/1978277731906339325) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T01:52Z 91.1K followers, 7530 engagements


"Guys . "I am seeing cracks.". would insinuate names / sectors breaking down I am seeing names pullback into support from being insanely overbought If you are seeing names / sectors break below their 20d / 50d MA please let me know where they are thanks"  
[X Link](https://x.com/cfromhertz/status/1975695960698425566) [@cfromhertz](/creator/x/cfromhertz) 2025-10-07T22:53Z 91.1K followers, 18.7K engagements


"$TSM down for X straight qtrs but not more than 3%. note they report monthly sales #'s so a reason why it doesn't move much on qly earnings"  
[X Link](https://x.com/cfromhertz/status/1978548385297629404) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T19:47Z 91.1K followers, 5801 engagements


"*LONE STAR AGREES TO BUY HILLENBRAND FOR $32.00/SHR IN CASH $HI"  
[X Link](https://x.com/cfromhertz/status/1978432264275931544) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T12:06Z 91.1K followers, 3822 engagements


"$DIA -XXX% maybe #OpenAI can buy the DJIA"  
[X Link](https://x.com/cfromhertz/status/1975200532710273240) [@cfromhertz](/creator/x/cfromhertz) 2025-10-06T14:04Z 91.1K followers, 3539 engagements


"*WELLS FARGO CFO: DELINQUENCIES TRENDING DOWN ACROSS ALL CLIENTS $WFC that's an interesting statement"  
[X Link](https://x.com/cfromhertz/status/1978177168958992676) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T19:12Z 91.1K followers, 5751 engagements


"$IWM 1hr check back to top of this week's Value Area"  
[X Link](https://x.com/cfromhertz/status/1975592750096556370) [@cfromhertz](/creator/x/cfromhertz) 2025-10-07T16:03Z 91.1K followers, 3776 engagements


"*ORACLE WILL BEGIN INSTALLING AMDS MI450 CHIPS IN 3Q 2026 $ORCL $AMD"  
[X Link](https://x.com/cfromhertz/status/1978073040882642975) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T12:18Z 91.1K followers, 6244 engagements


"$KKR $BX $CG $APO - Private Equity Co's on the move"  
[X Link](https://x.com/cfromhertz/status/1966166114666426702) [@cfromhertz](/creator/x/cfromhertz) 2025-09-11T15:45Z 91.1K followers, 15.9K engagements


"$BP + all kinds of Energy call buying earlier this week $HAL $BKR $AR"  
[X Link](https://x.com/cfromhertz/status/1971573281473106016) [@cfromhertz](/creator/x/cfromhertz) 2025-09-26T13:51Z 91.1K followers, 6305 engagements


"$XAR Equally Weighted Aero & Defense ETF +33% ytd and consolidating a bit after a nice run top names for me (but obviously there are more see thread of chart) $RKLB $KTOS $AVAV $NOC $ATI $TDG $HWM $RTX $DRS $BWXT $KRMN retweet if thread is post / thread is helpful"  
[X Link](https://x.com/cfromhertz/status/1949099148352856174) [@cfromhertz](/creator/x/cfromhertz) 2025-07-26T13:27Z 91.1K followers, 20.1K engagements


"$CAT impressive move"  
[X Link](https://x.com/cfromhertz/status/1978133338201211069) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T16:18Z 91.1K followers, 9229 engagements


"YOLO Crowd Buys Stock-Market Dip as Hedge Funds Remain Twitchy (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1978787752779919773) [@cfromhertz](/creator/x/cfromhertz) 2025-10-16T11:38Z 91.1K followers, 3606 engagements


"*US 3Y NOTES DRAW XXXXX% VS XXXXX% PRE-SALE WHEN-ISSUED YIELD $SHY $IEI"  
[X Link](https://x.com/cfromhertz/status/1975607804439503350) [@cfromhertz](/creator/x/cfromhertz) 2025-10-07T17:03Z 91.1K followers, 3790 engagements


"$IBIT $BTF_C crypto fans- how do you like this check back into support & bounce"  
[X Link](https://x.com/cfromhertz/status/1975679281595347438) [@cfromhertz](/creator/x/cfromhertz) 2025-10-07T21:47Z 91.1K followers, 10.4K engagements


"Single Stock Volatility Metric Hits Record High (Bloomberg) 🔹 The spread between the implied volatility of a group of around XX large US stocks and the VIX has reached its widest level since the data set began a decade ago. Thats the latest sign of how placid volatility in the index is hiding ferocious gyrations in some of the single stocks that comprise it. 🔹Share prices in companies like Oracle Corp. Intel Corp. and most recently Advanced Micro Devices Inc. have soared driven by news of AI partnerships and deep customer demand. Oracle stock is up XX% in a month Intel shares are up XX% in"  
[X Link](https://x.com/cfromhertz/status/1975346228465373647) [@cfromhertz](/creator/x/cfromhertz) 2025-10-06T23:43Z 91.1K followers, 10.8K engagements


"AppLovin Has Been Probed By SEC Over Data-Collection Practices (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1975286380306833772) [@cfromhertz](/creator/x/cfromhertz) 2025-10-06T19:45Z 91.1K followers, 14K engagements


"$KLAR *KLARNA & GOOGLE CLOUD ENTER STRATEGIC AI PARTNERSHIP"  
[X Link](https://x.com/cfromhertz/status/1976267474577338537) [@cfromhertz](/creator/x/cfromhertz) 2025-10-09T12:44Z 91.1K followers, 10.1K engagements


"Get up to speed on all the most important Market Trends & Themes with The TTG Market Pulse #Trading Note - Whipsaw price action today and all week back & forth. let's see uptrend continues next week. #patience"  
[X Link](https://x.com/cfromhertz/status/1979230311494914061) [@cfromhertz](/creator/x/cfromhertz) 2025-10-17T16:57Z 91.1K followers, 3667 engagements


"$MU reviewed the #bullish setup in yday's video 20:30 in $WDC $MU now going out & up nice teamwork by TTG Traders reviewing these yday afternoon"  
[X Link](https://x.com/cfromhertz/status/1978833762541502792) [@cfromhertz](/creator/x/cfromhertz) 2025-10-16T14:41Z 91.1K followers, 5509 engagements


"$EOSE Eos Energy PT Raised to $XX from $XX at Stifel"  
[X Link](https://x.com/cfromhertz/status/1978426127556198905) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T11:42Z 91.1K followers, 4360 engagements


"CF's Stock Market Recap Themes: Once Again Indices Check Back to Support $SPY $QQQ $IWM (no breakdowns yet) Stocks in Video $XME $USAR $UAMY $PBW $XAR $RKLB $ASTS $KRMN $AVAV $QTUM $IONQ $RGTI $PLTR $MP $WDC $MU $STX $APH $GEV $HOOD"  
[X Link](https://x.com/cfromhertz/status/1975671211922457082) [@cfromhertz](/creator/x/cfromhertz) 2025-10-07T21:14Z 91.1K followers, 12.8K engagements


"$IEI / $HYG HY Credit Spreads widening passed Aug highs"  
[X Link](https://x.com/cfromhertz/status/1909241156233314393) [@cfromhertz](/creator/x/cfromhertz) 2025-04-07T13:45Z 91.1K followers, 3914 engagements


"$WDC check back to the top of Oct Value Area going to be an interesting spot to watch tomorrow"  
[X Link](https://x.com/cfromhertz/status/1975657908898574723) [@cfromhertz](/creator/x/cfromhertz) 2025-10-07T20:22Z 91.1K followers, 4326 engagements


"Vance on Trump re China imo both playing hardball until the actual negotiations begin"  
[X Link](https://x.com/cfromhertz/status/1977385641341010431) [@cfromhertz](/creator/x/cfromhertz) 2025-10-12T14:47Z 91.1K followers, 10.2K engagements


"$DQ Chinese Solar Maker Calls Turning Point for Embattled Industry (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1963567986658173363) [@cfromhertz](/creator/x/cfromhertz) 2025-09-04T11:41Z 91.1K followers, 6948 engagements


"$WDC still holding where it needs to. #patience"  
[X Link](https://x.com/cfromhertz/status/1976470342307909903) [@cfromhertz](/creator/x/cfromhertz) 2025-10-10T02:10Z 91.1K followers, 8166 engagements


"$FSLR First Solar Gets Street-High PT ($300) at Citi on Pricing EPS Growth (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1978064985520538088) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T11:46Z 91.1K followers, 3916 engagements


"i think it is important to pay attn when they announce more of these circular contracts and the stock doesn't go up anymore #AI"  
[X Link](https://x.com/cfromhertz/status/1979197293803819170) [@cfromhertz](/creator/x/cfromhertz) 2025-10-17T14:46Z 91.1K followers, 10.2K engagements


"$DQ TTG Weekend Watchlist #bullish setup"  
[X Link](https://x.com/cfromhertz/status/1962878813743812803) [@cfromhertz](/creator/x/cfromhertz) 2025-09-02T14:02Z 91.1K followers, 15.4K engagements


"$MCK McKesson Up as FY Adjusted EPS Forecast Lift Beats (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1970501554869551549) [@cfromhertz](/creator/x/cfromhertz) 2025-09-23T14:52Z 91.1K followers, 3752 engagements


"$XME Metals & Mining this market leader has gone parabolic - wow. RSI now XX 🔥"  
[X Link](https://x.com/cfromhertz/status/1975559900349800711) [@cfromhertz](/creator/x/cfromhertz) 2025-10-07T13:52Z 91.1K followers, 9789 engagements


"$NXT $TE Nextracker to Supply T1 Energy With Solar-Panel Frames"  
[X Link](https://x.com/cfromhertz/status/1978429900664025223) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T11:57Z 91.1K followers, 9198 engagements


"$BE nice consolidation here above its Oct Value Area like how volume is decreasing. may need a few more days but think this resolves higher"  
[X Link](https://x.com/cfromhertz/status/1976488844653404615) [@cfromhertz](/creator/x/cfromhertz) 2025-10-10T03:23Z 91.1K followers, 18.8K engagements


"$HAL going for next VPOC"  
[X Link](https://x.com/cfromhertz/status/1971575516160245844) [@cfromhertz](/creator/x/cfromhertz) 2025-09-26T14:00Z 91.1K followers, 5995 engagements


"$POWI *POWER INTEGRATIONS WORKING WITH NVIDIA ON TRANSITION TO XXX VDC"  
[X Link](https://x.com/cfromhertz/status/1977756733410803783) [@cfromhertz](/creator/x/cfromhertz) 2025-10-13T15:22Z 91.1K followers, 5062 engagements


"*US ISM SERVICES BUSINESS ACTIVITY AT XXXX LOWEST SINCE 2020 *US SEPT. ISM SERVICES PMI FALLS TO XX FROM 52; EST. 51.7"  
[X Link](https://x.com/cfromhertz/status/1974112461684097515) [@cfromhertz](/creator/x/cfromhertz) 2025-10-03T14:01Z 91.1K followers, 4340 engagements


"re $CAT from JPM note. "while the company makes a lot of machines for moving earth it also makes generators that can provide backup power for AI data centers." data centers"  
[X Link](https://x.com/cfromhertz/status/1978139790911373355) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T16:44Z 91.1K followers, 6151 engagements


"$AMPX Amprius Technologies nice break out of consolidation TTG Members all over this one this morning nice teamwork in this Energy storage co"  
[X Link](https://x.com/cfromhertz/status/1978459358754218058) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T13:54Z 91.1K followers, 3241 engagements


"$XAR new ATHs for this market leading group Aerospace / Defense movers"  
[X Link](https://x.com/cfromhertz/status/1973402744040939550) [@cfromhertz](/creator/x/cfromhertz) 2025-10-01T15:00Z 91.1K followers, 4947 engagements


"$PTON Peloton App to Be Integrated into ChatGPT Later This Year some of you may not get this reference that's ok 👇"  
[X Link](https://x.com/cfromhertz/status/1978843640899252476) [@cfromhertz](/creator/x/cfromhertz) 2025-10-16T15:21Z 91.1K followers, 4505 engagements


"US-Listed Macau Casino Stocks Fall on Weak Golden Week Data $WYNN $LVS $MLCO $MGM"  
[X Link](https://x.com/cfromhertz/status/1974111888922571025) [@cfromhertz](/creator/x/cfromhertz) 2025-10-03T13:58Z 91.1K followers, 4049 engagements


"$NVTS another small cap Semi seeing call buying"  
[X Link](https://x.com/cfromhertz/status/1976657157023318504) [@cfromhertz](/creator/x/cfromhertz) 2025-10-10T14:32Z 91.1K followers, 4904 engagements


"$NVDA *US APPROVES SEVERAL BILLION DOLLARS OF NVIDIA CHIP SALES TO UAE going to need a bigger circle"  
[X Link](https://x.com/cfromhertz/status/1976126489159475641) [@cfromhertz](/creator/x/cfromhertz) 2025-10-09T03:24Z 91.1K followers, 10.3K engagements


"$TSM TSMC Reports Better-Than-Expected Sales on Sustained AI Demand (Bloomberg) cc $SMH $XSD"  
[X Link](https://x.com/cfromhertz/status/1976236460685787255) [@cfromhertz](/creator/x/cfromhertz) 2025-10-09T10:41Z 91.1K followers, 4656 engagements


"$WDC Western Digital PT Raised to $XXX from $XX at Loop Capital Western Digital PT Raised to $XXX from $XX at Wedbush"  
[X Link](https://x.com/cfromhertz/status/1978786607068061969) [@cfromhertz](/creator/x/cfromhertz) 2025-10-16T11:34Z 91.1K followers, 3138 engagements


"$GEV very nice looking bull flag (forming) on weekly chart 👀"  
[X Link](https://x.com/cfromhertz/status/1977777295105417631) [@cfromhertz](/creator/x/cfromhertz) 2025-10-13T16:43Z 91.1K followers, 5195 engagements


"$XAR Aero & Defense more. new highs"  
[X Link](https://x.com/cfromhertz/status/1974131641376551323) [@cfromhertz](/creator/x/cfromhertz) 2025-10-03T15:17Z 91.1K followers, 12.1K engagements


"$MSOS pot stocks + OpenAI deal w/ Cannabis 🤣"  
[X Link](https://x.com/cfromhertz/status/1978505004420829471) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T16:55Z 91.1K followers, 8085 engagements


"$WDC entry for me vs top of Oct Value Area"  
[X Link](https://x.com/cfromhertz/status/1975921227303682222) [@cfromhertz](/creator/x/cfromhertz) 2025-10-08T13:48Z 91.1K followers, 11.8K engagements


"US Small-Business Optimism Falls to Three-Month Low on Economy (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1978067549267824717) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T11:57Z 91.1K followers, 3879 engagements


"Hang Seng up last night +1.8%; gaining for the 1st time in X trading days cc $FXI $KWEB"  
[X Link](https://x.com/cfromhertz/status/1978447264344363067) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T13:06Z 91.1K followers, 3436 engagements


"$IBIT #BTC downside VPOC taken out reminder that VPOCs below price action = a possible demand area"  
[X Link](https://x.com/cfromhertz/status/1979215493115281465) [@cfromhertz](/creator/x/cfromhertz) 2025-10-17T15:58Z 91.1K followers, 4900 engagements


"$CSCO *CISCO SEEKS TO CHALLENGE BROADCOM IN CONNECTING AI DATA CENTERS *CISCO UNVEILS SILICON ONE P200 CHIP 8223 ROUTING SYSTEM"  
[X Link](https://x.com/cfromhertz/status/1975909659501556020) [@cfromhertz](/creator/x/cfromhertz) 2025-10-08T13:02Z 91.1K followers, 4037 engagements


"*BURGUM: US TO MAKE INVESTMENT IN TRILOGY MINERALS $TMQ"  
[X Link](https://x.com/cfromhertz/status/1975295055004111146) [@cfromhertz](/creator/x/cfromhertz) 2025-10-06T20:20Z 91.1K followers, 9183 engagements


"$XAR Aero & Defense more. new highs RSI is now decently overbought XX . overheated what a move $ACHR $LUNR $RDW $ATI $RKLB $KTOS $AVAV"  
[X Link](https://x.com/cfromhertz/status/1975262617808871426) [@cfromhertz](/creator/x/cfromhertz) 2025-10-06T18:11Z 91.1K followers, 6591 engagements


"*CHINA TO TIGHTEN EXPORTS OF RARE EARTH AND RELATED TECH here we go lol $REMX $MP $USAR $NB $UAMY $TMQ $TMC"  
[X Link](https://x.com/cfromhertz/status/1976096005104742458) [@cfromhertz](/creator/x/cfromhertz) 2025-10-09T01:22Z 91.1K followers, 53.2K engagements


"NYSE UpVolume +16% to start - wow"  
[X Link](https://x.com/cfromhertz/status/1978092204489855152) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T13:35Z 91.1K followers, 9270 engagements


"$APLD heck of a delayed move there after earnings. cc $IREN $WULF $CIFR"  
[X Link](https://x.com/cfromhertz/status/1976463380740440224) [@cfromhertz](/creator/x/cfromhertz) 2025-10-10T01:42Z 91.1K followers, 7408 engagements


"$CLS impressive reversal"  
[X Link](https://x.com/cfromhertz/status/1978547039714660737) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T19:42Z 91.1K followers, 4308 engagements


"$VRT *MICROSOFT FORECASTS SHOW DATA CENTER CRUNCH PERSISTS INTO 2026 $MSFT"  
[X Link](https://x.com/cfromhertz/status/1976367068510314627) [@cfromhertz](/creator/x/cfromhertz) 2025-10-09T19:20Z 91.1K followers, 8755 engagements


"Rare Earth Co's Updated $CRML $MP $NB $TMC $TMQ $UAMY $USAR - $REMX"  
[X Link](https://x.com/cfromhertz/status/1977748926900949274) [@cfromhertz](/creator/x/cfromhertz) 2025-10-13T14:51Z 91.1K followers, 13K engagements


"Get up to speed on all the most important Market Trends & Themes with The TTG Market Pulse #Trading Note Hot Themes Remain Red Hotkeep an eye on top of Oct Value Area resistance $602.61"  
[X Link](https://x.com/cfromhertz/status/1977787316698747361) [@cfromhertz](/creator/x/cfromhertz) 2025-10-13T17:23Z 91.1K followers, 14.9K engagements


"$QS QuantumScape Rises on Development Agreement with Murata (Bloomberg) 🔹 QuantumScape shares are up XXX% in premarket trading after the maker of lithium-metal batteries entered a joint development agreement with Murata Manufacturing Co. The pact is aimed at high-volume production of ceramic separators for QuantumScapes solid-state batteries it said in a press release No terms were disclosed"  
[X Link](https://x.com/cfromhertz/status/1975893318497079733) [@cfromhertz](/creator/x/cfromhertz) 2025-10-08T11:57Z 91.1K followers, 3856 engagements


"$IONQ IonQ Prices $2B Equity Offering Including 16.5M Shares And 5005400 Pre-Funded Warrants At $XX Each Plus 43.01M Seven-Year Warrants at $155/Shr Reflecting XX% And XXX% Premiums To October X Closing Price"  
[X Link](https://x.com/cfromhertz/status/1976633184680059170) [@cfromhertz](/creator/x/cfromhertz) 2025-10-10T12:57Z 91.1K followers, 4564 engagements


"$TFC Truist Gains After 3Q EPS Beats in Clean Quarter: Street Wrap (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1979171106725462308) [@cfromhertz](/creator/x/cfromhertz) 2025-10-17T13:02Z 91.1K followers, 3732 engagements


"$RTX $LMT $LHX $BA - $ITA $XAR"  
[X Link](https://x.com/cfromhertz/status/1972630071820386813) [@cfromhertz](/creator/x/cfromhertz) 2025-09-29T11:50Z 91.1K followers, 6669 engagements


"$AVAV Drone Maker AeroVironment Gets Street-High PT ($365) at Jefferies"  
[X Link](https://x.com/cfromhertz/status/1973373709043089778) [@cfromhertz](/creator/x/cfromhertz) 2025-10-01T13:05Z 91.1K followers, 4704 engagements


"In 2008 there were hedge funds leveraged over 20x I traded through it . The game is the same but the players change"  
[X Link](https://x.com/cfromhertz/status/1977375191102574648) [@cfromhertz](/creator/x/cfromhertz) 2025-10-12T14:05Z 91.1K followers, 9114 engagements


"*POWELL: LABOR-MARKET PERCEPTIONS REMAIN ON DOWNWARD TRAJECTORY *POWELL: FED MAY END BALANCE-SHEET RUNOFF IN COMING MONTHS"  
[X Link](https://x.com/cfromhertz/status/1978133854373240895) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T16:20Z 91.1K followers, 6632 engagements


"$KDP *STARBOARD BUILDS STAKE IN KEURIG DR PEPPER: FT"  
[X Link](https://x.com/cfromhertz/status/1977777400319533295) [@cfromhertz](/creator/x/cfromhertz) 2025-10-13T16:44Z 91.1K followers, 4983 engagements


"I wouldn't say misunderstanding. China escalated this earlier in the week Rare Earths and then added remarks about $QCOM & $NVDA Friday morning. and Trump responded. now of course all this could be preparing for greater negotiations . and starting by playing hardball but that remains to be seen Friday premarket: *CHINA PROBES QUALCOMM FOR SUSPECTED MONOPOLY: CCTV China Targets Nvidia's H20 RTX Pro 6000D Chips In Customs Crackdown As It Pushes To Cut Reliance On US Technology: Report"  
[X Link](https://x.com/cfromhertz/status/1977379044900368498) [@cfromhertz](/creator/x/cfromhertz) 2025-10-12T14:21Z 91.1K followers, 24.5K engagements


"$SPY - largest volume combined w/ poor breadth since April"  
[X Link](https://x.com/cfromhertz/status/1976745753767784855) [@cfromhertz](/creator/x/cfromhertz) 2025-10-10T20:24Z 91.1K followers, 5647 engagements


"NYSE UpVolume +48% extreme reading on TICKs and Breadth on open "  
[X Link](https://x.com/cfromhertz/status/1978105978634555589) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T14:29Z 91.1K followers, 5672 engagements


"HY Credit Spread $IEI / $HYG - a move off lows but not dramatic yet. something to watch next week"  
[X Link](https://x.com/cfromhertz/status/1977344246400401908) [@cfromhertz](/creator/x/cfromhertz) 2025-10-12T12:03Z 91.1K followers, 5496 engagements


"Dealer Gamma Position Falls Most in Three Years (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1978066672780013761) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T11:53Z 91.1K followers, 5135 engagements


"$IEI / $HYG HY spreads not blowing out yet but def something to watch as i said last Friday"  
[X Link](https://x.com/cfromhertz/status/1978865523346612440) [@cfromhertz](/creator/x/cfromhertz) 2025-10-16T16:48Z 91.1K followers, 5997 engagements


"$IWC Micro Cap ETF in addition to the Small Caps $IWM making new ATHs. the Micros are raging to new highs"  
[X Link](https://x.com/cfromhertz/status/1978179319919776015) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T19:21Z 91.1K followers, 4461 engagements


"$ARM has tried several times this year to break its Value Area for year. let's see if can do it this time call have been active this week I gave this a shot vs defined support using @MarketWebs #VolumeAtPrice system"  
[X Link](https://x.com/cfromhertz/status/1976289022617047285) [@cfromhertz](/creator/x/cfromhertz) 2025-10-09T14:09Z 91.1K followers, 15K engagements


"US2yr Rate vs Fed Fund Futures the @federalreserve holding rates synthetically too high for too long starting to inflict damage"  
[X Link](https://x.com/cfromhertz/status/1978863378996064610) [@cfromhertz](/creator/x/cfromhertz) 2025-10-16T16:39Z 91.1K followers, 14.9K engagements


"Another misunderstanding lol China sanctioned the US units of a South Korean shipping giant the latest in a series of tit-for-tat moves that risks spiraling into a larger trade dispute"  
[X Link](https://x.com/cfromhertz/status/1978053341964836967) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T11:00Z 91.1K followers, 8945 engagements


"$JBL Jabil 1Q Net Revenue Forecast Beats Estimates (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1971176232336359727) [@cfromhertz](/creator/x/cfromhertz) 2025-09-25T11:33Z 91.1K followers, 3795 engagements


"$BE +26% today"  
[X Link](https://x.com/cfromhertz/status/1977829932601598373) [@cfromhertz](/creator/x/cfromhertz) 2025-10-13T20:12Z 91.1K followers, 7645 engagements


"$BE *BROOKFIELD & BLOOM ENERGY IN $5B AI INFRASTRUCTURE PARTNERSHIP *BLOOM ENERGY TO BE PFD ONSITE POWER PROVIDER FOR BROOKFIELD *BROOKFIELD TO INVEST UP TO $5B TO DEPLOY BLOOMS FUEL CELL TECH"  
[X Link](https://x.com/cfromhertz/status/1977699542083539297) [@cfromhertz](/creator/x/cfromhertz) 2025-10-13T11:34Z 91.1K followers, 8437 engagements


"$IBIT #BTC / $ETHA #ETH round trip. which one outperforms next watch XXXX & XXXX in the ratio for a break"  
[X Link](https://x.com/cfromhertz/status/1979275576285519985) [@cfromhertz](/creator/x/cfromhertz) 2025-10-17T19:57Z 91.1K followers, 3953 engagements


"Green Stocks Are Beating Worlds Biggest Trades Even Gold (Bloomberg) 🔹The S&P Global Clean Energy Transition Index has surged close to XX% since US President Donald Trumps April tariff announcements. 🔹Investors have turned more positive on green stocks as it becomes increasingly clear that the energy needed to power AI cant be delivered without renewables. 🔹The S&P clean energy indexs rebound still only leaves it at half its level compared with 2021 when green investing was at its peak. cc $PBW $ICLN"  
[X Link](https://x.com/cfromhertz/status/1975891642889519228) [@cfromhertz](/creator/x/cfromhertz) 2025-10-08T11:50Z 91.1K followers, 7939 engagements


"$ORCL $NVDA *ORACLE LOST $100M FROM NVIDIA BLACKWELL RENTALS: INFORMATION *ORACLE SEES $125M GROSS PROFIT IN SERVER RENTALS: INFORMATION *ORACLE FIGURES FROM THREE MONTHS ENDING IN AUGUST: INFORMATION"  
[X Link](https://x.com/cfromhertz/status/1975579512323600474) [@cfromhertz](/creator/x/cfromhertz) 2025-10-07T15:10Z 91.1K followers, 6048 engagements


"$QQQ ANOTHER TEST TOP OF VALUE"  
[X Link](https://x.com/cfromhertz/status/1978143336310403491) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T16:58Z 91.1K followers, 13.5K engagements


"IBM Shares Jump on Anthropic Enterprise AI Software Pact (Bloomberg) -- IBM shares as much as XXX% in premarket trading on Tuesday after the technology firm said it will integrate Anthropics Claude family of large language models into its software portfolio. Partnership integrates Claude into select internal and external development tools and enterprise products Pact aims to deliver new productivity gains for IBM clients: statement"  
[X Link](https://x.com/cfromhertz/status/1975512632024064042) [@cfromhertz](/creator/x/cfromhertz) 2025-10-07T10:44Z 91.1K followers, 6743 engagements


"$GLD -XXX% $IBIT -XXX% These are just momentum trades "  
[X Link](https://x.com/cfromhertz/status/1976408050329428033) [@cfromhertz](/creator/x/cfromhertz) 2025-10-09T22:02Z 91.1K followers, 9815 engagements


"$TLT highest level since Mar. still will have to break through some resistance here with '25 Value Area $XXXXX & VPOC $XXXXX a must watch here cc @MarketWebs #VolumeAtPrice #Bonds"  
[X Link](https://x.com/cfromhertz/status/1978462229767835759) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T14:05Z 91.1K followers, 1700 engagements


"$LWLG Lightwave Logic Inc over 8k of the Jan28 7s calls on tape"  
[X Link](https://x.com/cfromhertz/status/1975216466032222241) [@cfromhertz](/creator/x/cfromhertz) 2025-10-06T15:07Z 91.1K followers, 10.5K engagements


"$MU $SNDK $WDC $STX memory / storage chips. don't "forget" about them"  
[X Link](https://x.com/cfromhertz/status/1973441664581771556) [@cfromhertz](/creator/x/cfromhertz) 2025-10-01T17:35Z 91.1K followers, 6060 engagements


"$CRDO Credo Rated New Overweight at JPMorgan on Demand Growth Trends; PT set to $165"  
[X Link](https://x.com/cfromhertz/status/1979150812946305189) [@cfromhertz](/creator/x/cfromhertz) 2025-10-17T11:41Z 91.1K followers, 40.3K engagements


"$GEV price action getting really tight"  
[X Link](https://x.com/cfromhertz/status/1975640343438606752) [@cfromhertz](/creator/x/cfromhertz) 2025-10-07T19:12Z 91.1K followers, 5662 engagements


"$IEI / $HYG HY Credit Spreads despite all of Jamie's cockroach talk. spreads are just not blowing out. something to def. watch for stress but pretty muted move so far"  
[X Link](https://x.com/cfromhertz/status/1979192073812103663) [@cfromhertz](/creator/x/cfromhertz) 2025-10-17T14:25Z 91.1K followers, 5226 engagements


"$IWM leading (now flat) but hit top of today's Value Area watch $244.58"  
[X Link](https://x.com/cfromhertz/status/1978111103084200156) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T14:50Z 91.1K followers, 3717 engagements


"CF's Stock Market Recap Themes: - Volatility Rises $VIX XX on Bank Worries - Another Gap Up & Fade - $IWM -XXX% $IWC -2.6%"  
[X Link](https://x.com/cfromhertz/status/1978923326203453478) [@cfromhertz](/creator/x/cfromhertz) 2025-10-16T20:37Z 91.1K followers, 4737 engagements


"$SPLV Low Volatility Equities vs $SPH High Beta Equities"  
[X Link](https://x.com/cfromhertz/status/1953522650401128541) [@cfromhertz](/creator/x/cfromhertz) 2025-08-07T18:24Z 91.1K followers, 4615 engagements


"$RKLB Rocket Lab USA signs another multilaunch deal with Institute for Q-shu Pioneers of Space. (Bloomberg) Includes three dedicated Electron missions that will launch no earlier than 2026 from Rocket Lab Launch Complex X in New Zealand Brings the total number of upcoming launches for iQPS to seven"  
[X Link](https://x.com/cfromhertz/status/1975678874467057820) [@cfromhertz](/creator/x/cfromhertz) 2025-10-07T21:45Z 91.1K followers, 6639 engagements


"$COOT $SEED welcome to seed momentum"  
[X Link](https://x.com/cfromhertz/status/1978424155419644341) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T11:34Z 91.1K followers, 3482 engagements


"$QQQ amazing how it cant get thru resistance right now $XXXXXX and $603.21"  
[X Link](https://x.com/cfromhertz/status/1978547648060600374) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T19:44Z 91.1K followers, 15K engagements


"$VRT *VERTIV COLLABORATES WITH NVIDIA TO ADVANCE XXX VDC PLATFORM"  
[X Link](https://x.com/cfromhertz/status/1977769429417992461) [@cfromhertz](/creator/x/cfromhertz) 2025-10-13T16:12Z 91.1K followers, 6316 engagements


"$IONQ : IonQ announces advancement in quantum chemistry simulations (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1977711772485222817) [@cfromhertz](/creator/x/cfromhertz) 2025-10-13T12:23Z 91.1K followers, 6007 engagements


"$CLS closed out of the box. Darvas style"  
[X Link](https://x.com/cfromhertz/status/1976466191184187428) [@cfromhertz](/creator/x/cfromhertz) 2025-10-10T01:53Z 91.1K followers, 4548 engagements


"CF's Stock Market Recap - Recap of Fri-Mon headlines - Index Levels to watch - Themes $PBW $XME $QTUM Stocks: $NVTS $BE $MP $UAMY $USAR $IONQ $RGTI $QBTS $IBM $EOSE $TSLA $APLD $GEV"  
[X Link](https://x.com/cfromhertz/status/1977847632937550247) [@cfromhertz](/creator/x/cfromhertz) 2025-10-13T21:23Z 91.1K followers, 11.5K engagements


"$PYPL PayPal launches PayPal Ads Manager (Bloomberg TheFly)"  
[X Link](https://x.com/cfromhertz/status/1975534898867019788) [@cfromhertz](/creator/x/cfromhertz) 2025-10-07T12:13Z 91.1K followers, 15.3K engagements


"Try and try again lol $ARM *OPENAI WORKING WITH ARM ON BROADCOM AI CHIP EFFORT: INFORMATION"  
[X Link](https://x.com/cfromhertz/status/1977865325124235699) [@cfromhertz](/creator/x/cfromhertz) 2025-10-13T22:33Z 91.1K followers, 10.1K engagements


"$LWLG this small cap Optical name is advancing"  
[X Link](https://x.com/cfromhertz/status/1976314505958391854) [@cfromhertz](/creator/x/cfromhertz) 2025-10-09T15:51Z 91.1K followers, 6420 engagements


"$PSTG check back to top of Oct Value Area support. Watch $88.7"  
[X Link](https://x.com/cfromhertz/status/1977400280284061725) [@cfromhertz](/creator/x/cfromhertz) 2025-10-12T15:45Z 91.1K followers, 4874 engagements


"$FSLR First Solar Gets Street-High PT at Citi on Pricing EPS Growth (Bloomberg) Raises PT to $XXX from $198"  
[X Link](https://x.com/cfromhertz/status/1978430888070222010) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T12:00Z 91.1K followers, 4435 engagements


"Get up to speed on all the most important Market Trends & Themes with The TTG Market Pulse #Trading Note Another fade for Equities from gap up / Regional Banks in the spotlight - $KRE -4.5%"  
[X Link](https://x.com/cfromhertz/status/1978872583044108712) [@cfromhertz](/creator/x/cfromhertz) 2025-10-16T17:16Z 91.1K followers, 3798 engagements


"$DBC Commodity futures ETF trying to come out of base.note this ETF suffers slippage due to rolling of futures.so not most efficient way to play Commodity move. but price is trying to break base / range ETFs holds Brent Crude WTI Crude Nat Gas Gold futures etc"  
[X Link](https://x.com/cfromhertz/status/1971594053927202901) [@cfromhertz](/creator/x/cfromhertz) 2025-09-26T15:13Z 91.1K followers, 36.2K engagements


"*GREER: XXX% CHINA TARIFF DEPENDS ON WHAT CHINESE DO *GREER: CHINESE REALIZE THEY OVERSTEPPED *GREER: THINK WE'LL BE ABLE TO 'WORK THROUGH IT' WITH CHINA *GREER: HAD STAFF TALKING WITH CHINA YESTERDAY IN WASHINGTON 11:39 *GREER: IT'S HARD FOR CHINA TO FIND AN OFF RAMP ON RARE EARTHS"  
[X Link](https://x.com/cfromhertz/status/1978123851289473256) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T15:40Z 91.1K followers, 4405 engagements


"$CSIQ Solar names strong $TAN +4.4% still like this $CSIQ in group"  
[X Link](https://x.com/cfromhertz/status/1976321604826124641) [@cfromhertz](/creator/x/cfromhertz) 2025-10-09T16:19Z 91.1K followers, 5463 engagements


"$KLAR 1hr VPOC goner"  
[X Link](https://x.com/cfromhertz/status/1976267840828379471) [@cfromhertz](/creator/x/cfromhertz) 2025-10-09T12:45Z 91.1K followers, 6092 engagements


"it all depends on the assets that track them. You can create a zillion ETFs . if there are no assets tracking them there is zero impact if they grow they can heighten end of day moves. similar to 2008 w/ 2-3x Index ETFs were the big thing and gained assets and thus contributed to large end of day moves due to daily rebalancing"  
[X Link](https://x.com/cfromhertz/status/1978269301187678422) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T01:18Z 91.1K followers, 8582 engagements


"$ZION *ZIONS BANCORP ERASES DECLINES TO TRADE UP AS MUCH AS 4.9%"  
[X Link](https://x.com/cfromhertz/status/1979157837222715677) [@cfromhertz](/creator/x/cfromhertz) 2025-10-17T12:09Z 91.1K followers, 3539 engagements


"BlackRocks GIP Buys Aligned Data Centers in $XX Billion AI Bet (Bloomberg) data centers"  
[X Link](https://x.com/cfromhertz/status/1978424622732206499) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T11:36Z 91.1K followers, 5477 engagements


"$OKLO only +12% now"  
[X Link](https://x.com/cfromhertz/status/1976676236928967136) [@cfromhertz](/creator/x/cfromhertz) 2025-10-10T15:48Z 91.1K followers, 4979 engagements


"$MSFT Microsoft Cuts Fourth Nscale Deal With Texas AI Data Center (Note this is not $SMR)"  
[X Link](https://x.com/cfromhertz/status/1978420057723015495) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T11:17Z 91.1K followers, 4029 engagements


"$QTUM #Quantum ETF new highs"  
[X Link](https://x.com/cfromhertz/status/1973752062191219087) [@cfromhertz](/creator/x/cfromhertz) 2025-10-02T14:08Z 91.1K followers, 3492 engagements


"CF's Stock Market Recap Themes: - The dips are no longer shallow why Let's examine - Clean Energy Solar remains in fire $PBW $TAN - Biotech led today $XBI Stocks: $CLS $NVTS $LAES $GEV $BE $WDC $MU $FSLR $HIMS LIKE & RETWEET IF HELPFUL"  
[X Link](https://x.com/cfromhertz/status/1978564338043535870) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T20:51Z 91.1K followers, 19.6K engagements


"$FANG 1st time 200d MA since a year ago"  
[X Link](https://x.com/cfromhertz/status/1971576256534569014) [@cfromhertz](/creator/x/cfromhertz) 2025-09-26T14:03Z 91.1K followers, 4370 engagements


"$CRDO Credo Technology Files for ATM Offering"  
[X Link](https://x.com/cfromhertz/status/1975311750108225946) [@cfromhertz](/creator/x/cfromhertz) 2025-10-06T21:26Z 91.1K followers, 29.1K engagements


"$AVGO Broadcom to Launch Thor Ultra AI Networking Chip: Reuters (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1978057965388079189) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T11:19Z 91.1K followers, 4663 engagements


"Semi related stocks in favor: $LAES $NVTS $INDI $AMD for now $ALAB $CRDO taking a back seat but will keep an eye on these. $ALAB took out a downside VPOC (possible demand area) THIS MARKET IS FAST & HAVE TO ADAPT TO IT OR BE LEFT BEHIND imo"  
[X Link](https://x.com/cfromhertz/status/1978135091084767636) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T16:25Z 91.1K followers, 9899 engagements


"$CGNX breaking Sept Value Area here (heavy option positioning a couple weeks back) I remain long"  
[X Link](https://x.com/cfromhertz/status/1968734056008372396) [@cfromhertz](/creator/x/cfromhertz) 2025-09-18T17:49Z 91.1K followers, 3836 engagements


"HY Credit Spreads $IEI / $HYG off those extreme tight levels from earlier in year. currently not concerning"  
[X Link](https://x.com/cfromhertz/status/1903841327483097152) [@cfromhertz](/creator/x/cfromhertz) 2025-03-23T16:08Z 91.1K followers, 3547 engagements


"$WFC *WELLS FARGO SEES CONSUMER CREDIT STRONG ACROSS THE BOARD: CFO"  
[X Link](https://x.com/cfromhertz/status/1978063729087377881) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T11:41Z 91.1K followers, 4178 engagements


"$CRM *SALESFORCE GIVES FORECAST AT ANALYST DAY EVENT *SALESFORCE SEES REVENUE GROWTH TO ACCELERATE IN 12-18 MONTHS *SALESFORCE SEES $60B REVENUE IN FY30 EXCLUDING INFORMATICA"  
[X Link](https://x.com/cfromhertz/status/1978578447665418365) [@cfromhertz](/creator/x/cfromhertz) 2025-10-15T21:47Z 91.1K followers, 6503 engagements


"Unbelievable Strength Market Leadership $XME Metals & Mining $XAR Aerospace & Defense $URA Uranium $PBW Clean Energy $SMH Semis"  
[X Link](https://x.com/cfromhertz/status/1975565088057876702) [@cfromhertz](/creator/x/cfromhertz) 2025-10-07T14:13Z 91.1K followers, 9159 engagements


"$IWM Small Caps outperforming and ABOVE its Oct Value Area ( $SPY $QQQ are inside Value Areas)"  
[X Link](https://x.com/cfromhertz/status/1978121147506917474) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T15:30Z 91.1K followers, 3950 engagements


"@SullyCNBC This is why clean energy battery names and yes uranium and anything in efficient energy are going crazy $PBW $BE $IREN $EOSE etc etc"  
[X Link](https://x.com/cfromhertz/status/1978167298784465167) [@cfromhertz](/creator/x/cfromhertz) 2025-10-14T18:33Z 91.1K followers, XXX engagements