# ![@JorgeAssetPlays Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3341232045.png) @JorgeAssetPlays Jorge Sá

Jorge Sá posts on X about market, breakout, $cifr, in the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::3341232045/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3341232045/c:line/m:interactions.svg)

- [--] Week [-------] -94%
- [--] Month [---------] +91,761%
- [--] Months [---------] +65,380%
- [--] Year [---------] +173,207%

### Mentions: [--] [#](/creator/twitter::3341232045/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3341232045/c:line/m:posts_active.svg)

- [--] Week [--] -11%
- [--] Month [--] +68%
- [--] Months [--] +277%
- [--] Year [---] +510%

### Followers: [---] [#](/creator/twitter::3341232045/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3341232045/c:line/m:followers.svg)

- [--] Week [---] +1%
- [--] Month [---] +13%
- [--] Months [---] +46%
- [--] Year [---] +101%

### CreatorRank: undefined [#](/creator/twitter::3341232045/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3341232045/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [fashion brands](/list/fashion-brands)  [currencies](/list/currencies)  [luxury brands](/list/luxury-brands)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges) 

**Social topic influence**
[market](/topic/market), [breakout](/topic/breakout), [$cifr](/topic/$cifr), [in the](/topic/in-the), [$nbis](/topic/$nbis), [$eose](/topic/$eose), [stocks](/topic/stocks), [money](/topic/money), [volume](/topic/volume), [$cien](/topic/$cien)

**Top assets mentioned**
[Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Ciena Corporation (CIEN)](/topic/$cien) [BigBear.ai Holdings, Inc. (BBAI)](/topic/$bbai) [Adobe, Inc. (ADBE)](/topic/$adbe) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Planet Labs PBC (PL)](/topic/$pl) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [MP Materials Corp. (MP)](/topic/$mp) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Sphere Entertainment Co. (SPHR)](/topic/$sphr) [Alibaba Group (BABA)](/topic/$baba) [Advanced Micro Devices (AMD)](/topic/$amd) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Applied Digital Corp. (APLD)](/topic/$apld) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Nike Inc (NKE)](/topic/$nke) [Intel Corporation (INTC)](/topic/$intc) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Astera Labs, Inc. (ALAB)](/topic/$alab) [NuScale Power Corporation (SMR)](/topic/$smr) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Bloom Energy Corporation (BE)](/topic/$be) [Kulicke & Soffa Industries Inc (KLIC)](/topic/$klic) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Globalstar, Inc. (GSAT)](/topic/$gsat) [Sidus Space, Inc. (SIDU)](/topic/$sidu) [Unusual Machines, Inc (UMAC)](/topic/$umac) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Wormhole (W)](/topic/$w) [AAR Corp. (AIR)](/topic/$air) [Enphase Energy Inc (ENPH)](/topic/$enph) [Sandisk Corporation (SNDK)](/topic/$sndk) [Micron Technology, Inc. (MU)](/topic/$mu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Sharing with you a list of companies trading below $US100MM and with a P/NCAV [--] with positive book value and no operations in China. Going through this list to see if I find anything interesting. If you find anything let me know"  
[X Link](https://x.com/JorgeAssetPlays/status/1700875152676827307)  2023-09-10T14:13Z [---] followers, [----] engagements


"Some of the names I'm already familiar with others I'm not and some of them I already. The point is to find something cheap low risk and high reward. Learning the style from the nuggets shared by @InaTailHedged @ExpectedValues @ElementaryValue @LionheartInves1"  
[X Link](https://x.com/JorgeAssetPlays/status/1700875948495667207)  2023-09-10T14:16Z [---] followers, [--] engagements


"@ElementaryValue @InaTailHedged @ExpectedValues @LionheartInves1 Thanks will take a look"  
[X Link](https://x.com/JorgeAssetPlays/status/1700887521163698540)  2023-09-10T15:02Z [---] followers, [--] engagements


"@ElementaryValue I agree normally I like to see a more stable balance sheet"  
[X Link](https://x.com/JorgeAssetPlays/status/1701212981420241240)  2023-09-11T12:35Z [---] followers, [--] engagements


"One of my current dilemmas is Paypal $PYPL . I like the company I use it a lot the current price is good it's not spectacular but it is good. But the amount of competition that is growing in that same space makes me lose a bit of interest"  
[X Link](https://x.com/JorgeAssetPlays/status/1745451542935695593)  2024-01-11T14:24Z [---] followers, [---] engagements


"@DamiDefi What wallet do you use to buy your cryptos"  
[X Link](https://x.com/jorgesa_1/status/1770801272297250935)  2024-03-21T13:14Z [---] followers, [--] engagements


"@TheLongInvest Hey Have you taken a look into $FIVE"  
[X Link](https://x.com/jorgesa_1/status/1777816401970966948)  2024-04-09T21:50Z [---] followers, [---] engagements


"@IBuyCheapNPray Have you by any chance I already seen $FF (future fuel) trading at 1.43x net cash with positive earnings would like your opinion :)"  
[X Link](https://x.com/jorgesa_1/status/1786134847305486499)  2024-05-02T20:45Z [---] followers, [--] engagements


"@IBuyCheapNPray Do you have any strategy to position yourself in short side or it it purely based on feel + use it has a protection in case the market goes to the short side too"  
[X Link](https://x.com/jorgesa_1/status/1788618624548147489)  2024-05-09T17:14Z [---] followers, [--] engagements


"@IBuyCheapNPray @benbstwits @InvestRoiss @Johnie36149708 Depends on the level of your people if you don't have high trained employees that know how to get stuff done AI can help you a lot in doing some heavy lifting to get to the point you want. Create a higher base level of "skill""  
[X Link](https://x.com/jorgesa_1/status/1790880315583480038)  2024-05-15T23:01Z [---] followers, [--] engagements


"@ObscurValuation I would actually like to see his stock market performance I love his classes and learn a ton from it. But would like to see if it brings him good results"  
[X Link](https://x.com/jorgesa_1/status/1795535454483431726)  2024-05-28T19:19Z [---] followers, [--] engagements


"@BuyCheapNPray Cheaper than in Portugal 🤣"  
[X Link](https://x.com/jorgesa_1/status/1816895066205548995)  2024-07-26T17:55Z [---] followers, [--] engagements


"@LionheartInves1 What are your criteria for short term trades Deep value or different"  
[X Link](https://x.com/jorgesa_1/status/1856393700856766534)  2024-11-12T17:48Z [---] followers, [--] engagements


"@blondesnmoney Why baba tho 🤣 Have you defined it as a value trap already"  
[X Link](https://x.com/jorgesa_1/status/1872687993645088820)  2024-12-27T16:56Z [---] followers, [---] engagements


"1. Deep Value Investing by Jeroen Bos In this book you will find practical examples of deep-value investments and the reasons to do those investments"  
[X Link](https://x.com/jorgesa_1/status/1873371988380770521)  2024-12-29T14:14Z [---] followers, [--] engagements


"2. Benjamin Graham's Net-Net Stock strategy by @EvanBleker If you're just now getting interested in Net Net style investing this book will provide you with quick guidelines to find good net opportunities as well as the history around the Net Net stocks"  
[X Link](https://x.com/jorgesa_1/status/1873372470272790814)  2024-12-29T14:16Z [---] followers, [--] engagements


"@EvanBleker [--]. Value Investing from Graham to Buffett and Beyond by Bruce Greenwald This book opened my eyes for a different way to value stocks and find value opportunities it's a good read that I think that all investors should take the time to do"  
[X Link](https://x.com/jorgesa_1/status/1873373028261990471)  2024-12-29T14:18Z [---] followers, [--] engagements


"4. How to Make the Stock Market Make Money for You by Ted Warren This book is a good complement to the previous ones as it introduces technicals to the fundamentals and allows investors to expand their horizons"  
[X Link](https://x.com/jorgesa_1/status/1873373624109052237)  2024-12-29T14:20Z [---] followers, [--] engagements


"Let's look at what made $LX a good investment independently of the 222% return My first buy into the stock was made on 13/05/2024. Now let's check the reasons for the buy: [--]. At that time it was trading at 0.47x NCAV - Extremely cheap 💰"  
[X Link](https://x.com/jorgesa_1/status/1873376439825059890)  2024-12-29T14:32Z [---] followers, [--] engagements


"2. The total number of users was growing 📈 [--]. Users with Credit Line was also growing 📈 [--]. Insiders were buying the stock 💸 So we had a very good recipe for success: a growing company with insiders buying into it and trading below their current net asset value Deep Value"  
[X Link](https://x.com/jorgesa_1/status/1873376442396143624)  2024-12-29T14:32Z [---] followers, [--] engagements


"@blondesnmoney Thanks for the idea man"  
[X Link](https://x.com/jorgesa_1/status/1882800898117939689)  2025-01-24T14:41Z [---] followers, [---] engagements


"@RTelford_invest So from your tests buying a stock when is trending up if it stills cheap brings alpha"  
[X Link](https://x.com/jorgesa_1/status/1885659584305488111)  2025-02-01T12:00Z [---] followers, [---] engagements


"Just to let her also register for the future I'm starting to mix some bigger companies in my portfolio by using a similar strategy to the Wheel. Currently selling puts for $NKE with $50 strike price and for $INTC with $17 strike price. Explanation below 👇"  
[X Link](https://x.com/jorgesa_1/status/1914345598754394584)  2025-04-21T15:48Z [---] followers, [---] engagements


"I'm starting a position $GUI Guillemot Corp. - Quality company trading at less than [--] EV/EBIT - 0.95x P/TBV 0.57x P/S In late [----] a lot of racing where launched which should reflect in an improvement in the revenues and earnings in the following quarters"  
[X Link](https://x.com/jorgesa_1/status/1917258397763711404)  2025-04-29T16:43Z [---] followers, [---] engagements


"For reference: I've not bought back the puts of $NKE with a 75% lock-in of potential profit. [--] days of trade for a 54.1% Annualized Return in a company that I would happily buy at $50. This generated me extra cash. $202 USD in [--] days. Just to let her also register for the future I'm starting to mix some bigger companies in my portfolio by using a similar strategy to the Wheel. Currently selling puts for $NKE with $50 strike price and for $INTC with $17 strike price. Explanation below 👇 Just to let her also register for the future I'm starting to mix some bigger companies in my portfolio by"  
[X Link](https://x.com/jorgesa_1/status/1917259638199968068)  2025-04-29T16:48Z [---] followers, [---] engagements


"A software company with a website like this: I don't know man it just raises a red flag for me. Anyone invested in this one $HPTO"  
[X Link](https://x.com/jorgesa_1/status/1920477752467079535)  2025-05-08T13:55Z [---] followers, [--] engagements


"$PSAT Passat is another deep value opportunity in the French market. 0.53x NCAV 4.44x EV/FCF Screams cheap all over the place. What do they do Household Products Retail"  
[X Link](https://x.com/jorgesa_1/status/1922391708857156055)  2025-05-13T20:41Z [---] followers, [---] engagements


"@Tintincapital Do you count CME Group"  
[X Link](https://x.com/jorgesa_1/status/1931344880883659047)  2025-06-07T13:37Z [---] followers, [---] engagements


"@LogicalThesis Can you give a example of what you consider a simple fundamental story and what is a good valuation to you Thanks"  
[X Link](https://x.com/jorgesa_1/status/1933892728661680149)  2025-06-14T14:22Z [---] followers, [--] engagements


"@LogicalThesis Any books you recommend to build up a strat (valuation and technical analysis)"  
[X Link](https://x.com/jorgesa_1/status/1934708605305115012)  2025-06-16T20:24Z [---] followers, [---] engagements


"@SFarringtonBKC @atelicinvest That's expected they have the data they own the processes they have the customers only need is to adapt. not all will be able to do but the majority will"  
[X Link](https://x.com/jorgesa_1/status/1936132709425848722)  2025-06-20T18:43Z [---] followers, [--] engagements


"Since April I've been testing out selling options for names I would like to add at the right price. My initial goal was to generate extra income + add some basis points to my returns. Did not go heavy into volume so far did [--] operations and generated a total of $1330"  
[X Link](https://x.com/jorgesa_1/status/1938709552394052055)  2025-06-27T21:22Z [---] followers, [--] engagements


"I'm currently looking A-Z through US listed companies under $US20MM. Starting the "F's" later today. But so far marked [--] to take a deeper look. $BRLT $BWLT $CCTG $CFTG $CVR $DTRL From this the one that I'm more excited to go deeper is probably $BRLT . Open to other ideas"  
[X Link](https://x.com/scriptedvalue/status/1939734942952329679)  2025-06-30T17:17Z [---] followers, [---] engagements


"Am I the only one using Microsoft Copilot to do my video summaries so that I only watch videos where I see value from the summary My summary extracts key ideas insights quotes habits facts any references mentioned recommendations from the speaker and a one phrase takeaway"  
[X Link](https://x.com/jorgesa_1/status/1940525530442617190)  2025-07-02T21:38Z [---] followers, [--] engagements


"@IggyOnInvesting I own a small amount of [---] shares"  
[X Link](https://x.com/jorgesa_1/status/1948306541276189057)  2025-07-24T08:57Z [---] followers, [--] engagements


"@mvcinvesting Do you have any take on $wise"  
[X Link](https://x.com/jorgesa_1/status/1948339398518481247)  2025-07-24T11:08Z [---] followers, [----] engagements


"New Option Selling Positions: ASML Put 9/5/25 $725 $10.37 Premium - Potential 25% CAGR GOOG Put 9/5/25 $195 $2.52 Premium - Potential 23% CAGR To be actively managed 75% 🎯 of the premium. I believe both stocks are slightly undervalued so will trend the momentum up"  
[X Link](https://x.com/jorgesa_1/status/1956025609466835268)  2025-08-14T16:10Z [---] followers, [--] engagements


"@RentYourStocks Is it a no Brainer for you already I would like to see it going down a bit further"  
[X Link](https://x.com/jorgesa_1/status/1956028293502656669)  2025-08-14T16:21Z [---] followers, [--] engagements


"@TacticzH Agree with the company choices you have a strong portfolio. For chinese exposure would also add Tencent or Netease. If paypal goes to $50 levels than I think it becomes a good opportunity to hold long term"  
[X Link](https://x.com/jorgesa_1/status/1958252802892878115)  2025-08-20T19:40Z [---] followers, [---] engagements


"@taobanker I've been in and out $LMT a couple of times this year it's quite volatile to the overall market environment which made me trigger my SL some times"  
[X Link](https://x.com/jorgesa_1/status/1958808945276993661)  2025-08-22T08:30Z [---] followers, [--] engagements


"@KyleAdamsStocks From assessment it seems a metter of trusting the management or not the downside seems protected by the cash but will they be able to deliver on the $3 EPS by [----] and double digit revenue growth Any thoughts on the management team"  
[X Link](https://x.com/jorgesa_1/status/1960032246444048708)  2025-08-25T17:31Z [---] followers, [---] engagements


"The problem is that the whole thesis seems to depend on trusting the management team word. Still pending the check on past calls but one comment on X already pointed that the same growth promisse has been made several time before 🚩 Will watch it for the next earnings call"  
[X Link](https://x.com/jorgesa_1/status/1960034307801596201)  2025-08-25T17:39Z [---] followers, [--] engagements


"@HertzyTrades I play a lot of 30-45 days with a 75% profit taking target. But I've seen some tweets from @RentYourStocks where he advocates for lower time frames to have better edges. Probably you need to be more active managing it"  
[X Link](https://x.com/jorgesa_1/status/1960433008285986990)  2025-08-26T20:03Z [---] followers, [--] engagements


"@ZaStocks @LogicalThesis So do you like $lulu now for this setup"  
[X Link](https://x.com/jorgesa_1/status/1960779591011975619)  2025-08-27T19:00Z [---] followers, [---] engagements


"@SayNoToTrading @Ashton_1nvests I see two scenarios here if we assume that the multiples will keep being stable I believe in a IRR of 4% for the next [--] years. If I price some more risk than I see the stock as overvalued. @SayNoToTrading do you have any thoughts on fair value for $WM"  
[X Link](https://x.com/scriptedvalue/status/1964331903596605670)  2025-09-06T14:16Z [---] followers, [---] engagements


"@SayNoToTrading @Ashton_1nvests But with this environment I'm not sure if I feel comfortable assuming that the PE multiple will stay around 29"  
[X Link](https://x.com/scriptedvalue/status/1964337073621545023)  2025-09-06T14:37Z [---] followers, [--] engagements


"@GoldmanBanker $CIFR returns 28.2% in [--] days this one I owe you 🍻"  
[X Link](https://x.com/scriptedvalue/status/1965798226172477467)  2025-09-10T15:23Z [---] followers, [--] engagements


"Sold puts for $LULU at $155 strike and exp date 10/10/2025 for a $2.89 premium. If $LULU is able to grow EPS even just 5% for the next [--] years then than they should be worth around $282 in years if applying a [--] multiple. At a $155 entry price it will be a great position to get [--] to 15% returns in the next [--] years if the assumption above happens"  
[X Link](https://x.com/scriptedvalue/status/1966172707046764908)  2025-09-11T16:11Z [---] followers, [---] engagements


"Due to your many posts about qullamaggie I just gave it a go to his breakout setup yesterday and today with $TEM and $ALAB to put my feet on the water an check out if it works for my style. It's a bit weird for me to rely purely on price movement to make a decision but I will try to build a sample of personal trades to check in [--] months or something like that"  
[X Link](https://x.com/scriptedvalue/status/1966176486676676860)  2025-09-11T16:26Z [---] followers, [---] engagements


"@david_katunaric @siyul That seem a Croatia specific issue I live in Portugal and in here I can get the books in max [--] week usually"  
[X Link](https://x.com/scriptedvalue/status/1966889396776382473)  2025-09-13T15:39Z [---] followers, [--] engagements


"$ADBE at the current price level presents a positive R:R in my opinion. Priced to lose it's market share to AI but I think the odds for that happening vs the odds of being able to keep it's market share with AI integrated are 50-50 at this point in time which creates an attractive investiment for me"  
[X Link](https://x.com/scriptedvalue/status/1967981588878340162)  2025-09-16T15:59Z [---] followers, [---] engagements


"Reached my highest performance for the year up 39% just leaving this here because I have the feeling that tomorrow it will drop a lot. And I was extremely down in the middle of the year had only deep value positions that just went straight down and $BABA & $AMD were also performing extremely poorly at that time. Started to shift more towards cheap growth/story and the market rewarded that change. Can't be grateful enough to all the accounts here on X that share lots of free value and ideas. And I can't also say this enough this year I was much more of a curator than an actual researcher most"  
[X Link](https://x.com/scriptedvalue/status/1968404895930658825)  2025-09-17T20:01Z [---] followers, [---] engagements


"I bought $AMD initially at $120ish area in January when it went to $181 I sold it my thesis was pretty much that the stock was getting closer to my lower fair value range and it had just broken the MA(10). Using these moving averages has helped me to find some good selling spots"  
[X Link](https://x.com/explosivevalue/status/1968794851899519243)  2025-09-18T21:50Z [---] followers, [---] engagements


"@SoJustFollowMe @Mindset4Money_X Yeah $RACE at [---] would be a great buy honestly good name to own in a possible weak market. From my understanding you don't really do fundamental analysis so how do you determine what is a good price to buy for you"  
[X Link](https://x.com/explosivevalue/status/1976358280147632637)  2025-10-09T18:45Z [---] followers, [---] engagements


"Non stock market related milestone achieved walking [--] km For those who told me it's easy please don't lie to anyone else. Note I have [--] physical preparation 🤣"  
[X Link](https://x.com/explosivevalue/status/1977042257015370130)  2025-10-11T16:03Z [---] followers, [--] engagements


"$TGEN also broke out today but I'm not sure if it will gas to keep going it already had a vertical from april to july. @ZaStocks do you follow this one"  
[X Link](https://x.com/explosivevalue/status/1978505914605879783)  2025-10-15T16:59Z [---] followers, [---] engagements


"@GoldmanBanker Are you still in $CIFR too I see some more room there"  
[X Link](https://x.com/explosivevalue/status/1978839975996113243)  2025-10-16T15:06Z [---] followers, [---] engagements


"@contrarcap Looking at the graph we don't have a clear entry point but I can see a forming triple price divergence when comparing the price action (forming lower lows) and indicators such as MACD and Stochs (forming higher lows or equal lows) this usually signals a good entry point"  
[X Link](https://x.com/explosivevalue/status/1978845732485403056)  2025-10-16T15:29Z [---] followers, [--] engagements


"Another day another case study 🕵♂ $EMKR bought on 06/10/2024 sold on 11/24/2024 for a [---] % gain 📈 Part of the net net stock strategy at the time it was bought was trading at 0.64x NCAV and that was it. The company was not as good as the previous example"  
[X Link](https://x.com/explosivevalue/status/1873788853552898465)  2024-12-30T17:50Z [---] followers, [---] engagements


"I've been studying a bit more of the CAN SLIM method and for fun decided to ask Chatgpt to analyze $ISGI for me using the methodology the book. And I can say that I was expecting a MUCH worse result check the images below 🧵"  
[X Link](https://x.com/explosivevalue/status/1887202045494763593)  2025-02-05T18:10Z [---] followers, [---] engagements


"It seems that Italy-listed companies don't have much love. Will start to go through the companies under [---] MM Market Cap this weekend. I believe that you @david_katunaric already did something like this on the Italian companies Any advice or something to pay attention to"  
[X Link](https://x.com/explosivevalue/status/1887898516527210658)  2025-02-07T16:17Z [---] followers, [----] engagements


"@zoomyzoomm What if the rents at the same cost has the monthly payments to the bank"  
[X Link](https://x.com/jorgesa_1/status/1890853915903578455)  2025-02-15T20:01Z [---] followers, [--] engagements


"@goncalovalue1 @siyul @InvestmentTalkk Personally I buy a lot of them and usually I try to assess if they can live for at least [--] more year by checking cash burn rate credit risk and so on but you could also find a lot on China that where very profitable businesses (my biggest gains in 2024)"  
[X Link](https://x.com/jorgesa_1/status/1890865324112708028)  2025-02-15T20:46Z [---] followers, [--] engagements


"@chrisvirnig @AltayCapital @SebKrog So do you use any other filter over profitable or you just buy anything that is cheap enough"  
[X Link](https://x.com/jorgesa_1/status/1891093966646354319)  2025-02-16T11:55Z [---] followers, [--] engagements


"$SPRS is an interesting case currently trading very cheap both to assets and to average FCF but the management team seems to only be interested in enriching their own pockets. Even with that I decided to start a track position. Check the full post link in bio"  
[X Link](https://x.com/explosivevalue/status/1914341343855341572)  2025-04-21T15:31Z [---] followers, [---] engagements


"$AKW - Akwel - 195M MC & 62.25M EV - Stable revenues at around 1B euros - Profitable in [--] out of [--] years - 4% dividend yield - Negative net debt - Constant cash positionwhich is a big part of CA - [--] out of [--] years of positive free cash flow - 6.56x P/5yFCF [---] EV/5y FCF"  
[X Link](https://x.com/explosivevalue/status/1917692646556065887)  2025-04-30T21:28Z [---] followers, [---] engagements


"$GENC Gencor Industries I like this name at the current price level. Decent business at 0.91x Tangible book and 1x NCAV Probably a good entry point here. I'm in"  
[X Link](https://x.com/explosivevalue/status/1920195335961354563)  2025-05-07T19:13Z [---] followers, [----] engagements


"$WJG up 6.30% today did I miss any news I'm starting a position on Watkin Jones Plc ($WJG). The company is extremely cheap compared to the historical multiples both for book value and tangible book value. Also very low multiple of P/5y avg free cash flow. Manager bought a good amount of share in January at [----] I'm starting a position on Watkin Jones Plc ($WJG). The company is extremely cheap compared to the historical multiples both for book value and tangible book value. Also very low multiple of P/5y avg free cash flow. Manager bought a good amount of share in January at 0.32"  
[X Link](https://x.com/explosivevalue/status/1920467058510160100)  2025-05-08T13:13Z [---] followers, [---] engagements


"$BONL - A profitable Net Net - Decent website - Almost no write-ups - ok business And my broker says I can't buy it 😕🤨"  
[X Link](https://x.com/explosivevalue/status/1921982248586252402)  2025-05-12T17:34Z [---] followers, [---] engagements


"$AKW up 10% since this post still room for more. $AKW - Akwel - 195M MC & 62.25M EV - Stable revenues at around 1B euros - Profitable in [--] out of [--] years - 4% dividend yield - Negative net debt - Constant cash positionwhich is a big part of CA - [--] out of [--] years of positive free cash flow - 6.56x P/5yFCF [---] EV/5y FCF $AKW - Akwel - 195M MC & 62.25M EV - Stable revenues at around 1B euros - Profitable in [--] out of [--] years - 4% dividend yield - Negative net debt - Constant cash positionwhich is a big part of CA - [--] out of [--] years of positive free cash flow - 6.56x P/5yFCF [---] EV/5y FCF"  
[X Link](https://x.com/explosivevalue/status/1938708032269299863)  2025-06-27T21:16Z [---] followers, [---] engagements


"Closing my $GENC position - +23% in [--] months seems a good return to me. Technicals still show room to go further but I'm happy also it already passed book value which was my entry reason. $GENC Gencor Industries I like this name at the current price level. Decent business at 0.91x Tangible book and 1x NCAV Probably a good entry point here. I'm in. $GENC Gencor Industries I like this name at the current price level. Decent business at 0.91x Tangible book and 1x NCAV Probably a good entry point here. I'm in"  
[X Link](https://x.com/explosivevalue/status/1940770033862693242)  2025-07-03T13:50Z [---] followers, [---] engagements


"Going through SEC filings noticed a filing for $JCTC one of the major outside owners selling stock but in reality it kind of looks interesting after a quick glance. Hope to find time to go further tomorrow. If anyone did some research on it already would love to hear more 🙂"  
[X Link](https://x.com/explosivevalue/status/1941155164829962594)  2025-07-04T15:20Z [---] followers, [---] engagements


"@taobanker What metrics did you use to value one more against the other Thanks 😃"  
[X Link](https://x.com/explosivevalue/status/1958590313200771407)  2025-08-21T18:01Z [---] followers, [--] engagements


"Starting research on $CCSI if anyone has any insights or recommends any writeup I would appreciate Will post some updates tomorrow hopefully I can find the time for research tomorrow between managing my current positions"  
[X Link](https://x.com/explosivevalue/status/1962990251103944966)  2025-09-02T21:25Z [---] followers, [---] engagements


"Wondering why I don't see more small cap investors talk about $DJCO Seems pretty interesting at the current valuation need to find time to investigate further. Any write-up recommendations"  
[X Link](https://x.com/explosivevalue/status/1965138564628537362)  2025-09-08T19:41Z [---] followers, [----] engagements


"@SayNoToTrading Out of curiosity do you weight the past CAGR vs the spy in your decision process"  
[X Link](https://x.com/explosivevalue/status/1965368035424014742)  2025-09-09T10:53Z [---] followers, [---] engagements


"Anyone knows what happend with $ALHGR The ticker changed in IB but i'm not finding any news"  
[X Link](https://x.com/explosivevalue/status/1965409061043929153)  2025-09-09T13:36Z [---] followers, [---] engagements


"Today was a busy day of realizing some profits ✅ Sold part of my $BABA position for 80% profit (sold the highest avg price lot) Closed calls on $STX $NBIS $HOOD for a total $3101 or 106% ROI Sold a cash secured put for $FSLR for $783 premium Strike of $190 10/17"  
[X Link](https://x.com/explosivevalue/status/1965528666219442364)  2025-09-09T21:32Z [---] followers, [---] engagements


"Kind of a busy day today back from vacation. [--] Started a position on $NEXT based on the strong insider buy recently paired with the recent huge drop and the apparent formation of a base. I believe it created a good R:R situation. 2Also created a bull put spread on $ADBE 330/325 The market has been punishing this stock a lot due to its future uncertainty. I already own a position in the stock but I like to use these spreads to raise more cash. In the current price I'm able to risk $320 to get $175 for each spread which I think is a good R:R with my setup. [--] Sold puts on $ACN with $230 strike I"  
[X Link](https://x.com/explosivevalue/status/1973456151942492212)  2025-10-01T18:33Z [---] followers, [----] engagements


"$PPIH is finally showing some strong price action on the positive side. Would like to see more volume in this move but could we see a move up to $30 range"  
[X Link](https://x.com/explosivevalue/status/1976357538796011592)  2025-10-09T18:42Z [---] followers, [---] engagements


"This $APP move in the option chain caught my attention. It's a big amount of capital deployed to work in less than [--] days. The stock is currently holding on the EMA (50) could a reversal be about to happen Will open a very very small position to track this"  
[X Link](https://x.com/explosivevalue/status/1977785700079604137)  2025-10-13T17:17Z [---] followers, [---] engagements


"My trades today: $BBAI - Entered on the breakout in the first [--] minutes of the day today. Paired with the breakout we could observe a very positive option flow today for $BBAI which increased trust in the position. SL set to -5% . $ANAB - Also entered on the breakout in the first [--] minutes of the trading session. In the meantime the stock lost its strength and will wait until the close today but by the look of it will be closed tomorrow. $LNG - Closed a credit spread on $LNG price moving against me better to close at a 1:1 R:R ratio. $EFX - Also closed a put selling contract I had here at"  
[X Link](https://x.com/explosivevalue/status/1977788020545015955)  2025-10-13T17:26Z [---] followers, [---] engagements


"Updates on the rest of the positions: $ANAB closed on my SL -4.53% $AMKR calls up 9.7% so far $HMY calls up 27.4% $GOOGL calls up 52.6% $LYFT calls up 15.3% $AMD calls up 54.4% Please note that all of these call positions will be closed when the money flow changes to the "sell" side. My trades today: $BBAI - Entered on the breakout in the first [--] minutes of the day today. Paired with the breakout we could observe a very positive option flow today for $BBAI which increased trust in the position. SL set to -5% . $ANAB - Also entered on the breakout in the https://t.co/fhMlify8li My trades"  
[X Link](https://x.com/explosivevalue/status/1978503818469113996)  2025-10-15T16:50Z [---] followers, [---] engagements


"$ADBE showing good price action second day in a row currently up 4% on this position. I would like to see a higher low being formed with very low volume after the price moves higher a bit more"  
[X Link](https://x.com/explosivevalue/status/1980652121734410318)  2025-10-21T15:07Z [---] followers, [---] engagements


"$PPIH also turned positive for me average price of $26.15"  
[X Link](https://x.com/explosivevalue/status/1980652614393229322)  2025-10-21T15:09Z [---] followers, [---] engagements


"We're seing a sector rotation to tech I'm positioned in $ADBE and $PYPL for the long term"  
[X Link](https://x.com/explosivevalue/status/1980723472130289716)  2025-10-21T19:50Z [---] followers, [---] engagements


"@SoJustFollowMe @contrarcap Love the initiative both aren't you afraid to lose performance by using only open market data I assume you're taking this decision because you've noticing it will must likely work out"  
[X Link](https://x.com/explosivevalue/status/1981054347040416074)  2025-10-22T17:45Z [---] followers, [--] engagements


"@atelicinvest Are you using shadcn elements for the UI Seems a lot like it"  
[X Link](https://x.com/explosivevalue/status/1984606789019541820)  2025-11-01T13:01Z [---] followers, [--] engagements


"@ACInvestorBlog Not believing in a correction until end of the year"  
[X Link](https://x.com/explosivevalue/status/1985376278078542027)  2025-11-03T15:59Z [---] followers, [---] engagements


"@LogicalThesis $$ in the pocket no one can take away. Do you think of taking of the market to put on real state a bit of the money or nah"  
[X Link](https://x.com/explosivevalue/status/1985467360308834505)  2025-11-03T22:01Z [---] followers, [---] engagements


"-5% today actually not that bad considering some of the high volatility positions I have. Most of the negative comes from calls on $MSTR and $IBIT which I had at a higher % of portfolio than usual - lesson learned here. Will keep holding both of them as they are longer-term positions. Will reaccess how the market behaves until next week"  
[X Link](https://x.com/explosivevalue/status/1985817319793373634)  2025-11-04T21:11Z [---] followers, [---] engagements


"$VICR Vicor corporation also opened with a great follow through of the closing price of the highest volume day in a year. Didn't catch this one but it's now starting to show some weakness keeping a close eye"  
[X Link](https://x.com/explosivevalue/status/1988626736364351878)  2025-11-12T15:15Z [---] followers, [---] engagements


"$BTU BTU is starting to show an orderly consolidation added to my watchlist to follow in the next days. Overall energy stocks have been doing well in days where the rest of the market has been "meh""  
[X Link](https://x.com/explosivevalue/status/1988627138212143122)  2025-11-12T15:17Z [---] followers, [---] engagements


"$PL This one has been on my watch list for a long time. I've already tried to build a position but was immediately stopped. Currently holding on the 50SMA if it starts to form a tight range then it might be a good place for an early entry"  
[X Link](https://x.com/explosivevalue/status/1988627508896383152)  2025-11-12T15:18Z [---] followers, [---] engagements


"@FranVezz Also entered $SOFI and was stopped today but my entry point was yesterdaymore or less -4.60% . Same thing on $VIST good entry on Tuesday and stopped today. choppy market"  
[X Link](https://x.com/explosivevalue/status/1989007733153018166)  2025-11-13T16:29Z [---] followers, [---] engagements


"Some GPT suggestions to play this: 💄 Beauty & Skincare Manufacturers (Core Product Growth) [--]. The Este Lauder Companies (NYSE: EL) One of the worlds largest prestige beauty companies with brands spanning skincare makeup and fragrance benefiting from rising consumer spending on aesthetics and self-care. InvestSnips [--]. Coty Inc. (NYSE: COTY) A major global beauty company with cosmetics skin care and fragrance brands. Broad consumer reach and product portfolio align well with ongoing interest in beauty enhancements. Wikipedia [--]. e.l.f. Beauty (NYSE: ELF) A fast-growing digitally savvy cosmetics"  
[X Link](https://x.com/explosivevalue/status/2003438852770296147)  2025-12-23T12:13Z [---] followers, [---] engagements


"@i_manage_risk I'm curious if anyone already spent time trying to use options to manage the risk. I'm doing the experiment but still lack enough data but let's say you enter a breakout and instead of closing at a % SL you sell weekly calls which will reduce your entry point"  
[X Link](https://x.com/explosivevalue/status/2005643826275451286)  2025-12-29T14:15Z [---] followers, [--] engagements


"Start the last trading day of the year 40% YTD at some point I was at 75%. This was a year of shift for me. I started the year focused on Deep Value / Value growth then I started to study more about other styles like Momentum breakouts options selling options and so on. I have now left Deep Value behind and for the next year will mainly take with me Mometum Breakouts (Still learning and trying to improve on this one.not the best environment for this now) LEAPS and Selling options. I feel like we need to explore different capacities of the market before committing just to one. this is what I'm"  
[X Link](https://x.com/explosivevalue/status/2006361949399888306)  2025-12-31T13:48Z [---] followers, [--] engagements


"New position for the day. Opened a starter in $PL. Stock has been a leader since the start of the year with very good RS. With the 2-day pullback I put it into my daily WL and with today's breakout it was triggered to enter mostly because it had good Relative Volume"  
[X Link](https://x.com/explosivevalue/status/2010768276922482930)  2026-01-12T17:38Z [---] followers, [---] engagements


"China is having a really good day today. My only exposure for China is my long-term holding on $BABA with an average cost of $71"  
[X Link](https://x.com/explosivevalue/status/2010768568577568914)  2026-01-12T17:39Z [---] followers, [--] engagements


"My miss of the day was the possible entry on $NBIS at around $100. I had the stock on my WL but when I noticed the breakout it was already too high vs the LoD. Couldn't have a proper R:R Good luck to those who got in"  
[X Link](https://x.com/explosivevalue/status/2010769153112543249)  2026-01-12T17:41Z [---] followers, [---] engagements


"@FelipeGuirao Felipe curious on your trading style do you need Volume to confirm the breakout or you just need the breakout of a key level"  
[X Link](https://x.com/explosivevalue/status/2011205105878757799)  2026-01-13T22:33Z [---] followers, [---] engagements


"I don't have a lot on my focus WL for today. $MAGN is looking very compressed both on daily and weekly charts if we see a breakout today I'll probably enter into this one. $TSEM if it shows potential to go over $126.50 with volume I will also most likely jump into it"  
[X Link](https://x.com/explosivevalue/status/2011445723796230627)  2026-01-14T14:30Z [---] followers, [---] engagements


"Love to see the relative strength shown from $PL today. I got in [--] sessions ago and already took off 1/3 of my position now I'm managing it against the 10DMA"  
[X Link](https://x.com/explosivevalue/status/2011573206570967217)  2026-01-14T22:56Z [---] followers, [---] engagements


"Had $TMC on my WL for the day but missed it. Added to my breakout list to track their development"  
[X Link](https://x.com/explosivevalue/status/2011577275234599076)  2026-01-14T23:12Z [---] followers, [---] engagements


"$CIFR is starting to look good for a potential breakout entry. Just jumped higher into my WL we just had [--] consecutive inside days today with better performance than $QQQ . Keeping an eye on this one 👀"  
[X Link](https://x.com/explosivevalue/status/2011580211859689662)  2026-01-14T23:24Z [---] followers, [---] engagements


"Sharing some of the symbols that I'm adding to my shorter-term WL by order of the ones that might happen sooner. $TSEM $CIFR $USAR $IREN $NBIS $AMKR $NVTS $RL $CRWD $HUT $RKLB $UUUU $BBAI $LEU $SATL $ACHR Happy to hear new ideas to add to the WL"  
[X Link](https://x.com/explosivevalue/status/2011795586937245703)  2026-01-15T13:40Z [---] followers, [---] engagements


"@stocks4545 @jfsrev Hope tomorrow it continues to push higher to consolidate the position. It was good to move out of the base with some volume"  
[X Link](https://x.com/explosivevalue/status/2011908455284580568)  2026-01-15T21:08Z [---] followers, [---] engagements


"As my objective is share my journey learnings what I did correct and wrong. Today I did my first buy on a touch and go from the 50dma on $CIFR. Now looking with calm probably not the most correct entry should have seen more strengh on the push up but will let the stops work. If anyone wants to share their view / what I did wrong on this one I'm happy to listen https://twitter.com/i/web/status/2011908939361984651 https://twitter.com/i/web/status/2011908939361984651"  
[X Link](https://x.com/explosivevalue/status/2011908939361984651)  2026-01-15T21:10Z [---] followers, [---] engagements


"@ohiain I need to work on the retest and go. Definitely should add it to my toolkit. Today tried in $CIFR on the touch of the 50dma but now looking back probably not a good entry point. Any resource recommended"  
[X Link](https://x.com/explosivevalue/status/2011909204664099142)  2026-01-15T21:11Z [---] followers, [---] engagements


"$PL is looking extended currently I'm holding around 45% of my initial position. First stop was at 3R profit with 33% off. Second stop was yesterday with another 33% off (vs the open position). Now the job is to trail the position vs the 10DMA"  
[X Link](https://x.com/explosivevalue/status/2012175372276650213)  2026-01-16T14:49Z [---] followers, [---] engagements


"$CIFR - Price action started by going down which triggered [--] of my stops making 66% of the position to be stopped out. Now the price is going up and we are riding it with 33% of the initial position. It might look crazy but it's actually an overall profitable trade so far"  
[X Link](https://x.com/explosivevalue/status/2012176780077998254)  2026-01-16T14:55Z [---] followers, [---] engagements


"Focus list for the day: $NBIS $JOBY $PLAB $CIFR $SMR Day to watch the market and only play in good setups. Will be with extreme attention for potential U&R setups"  
[X Link](https://x.com/anyuser/status/2013972889364508751)  2026-01-21T13:52Z [---] followers, [---] engagements


"@i_manage_risk Do you buy purely of the touch or do you like to see positive volume coming up with a move upward"  
[X Link](https://x.com/explosivevalue/status/2014380030168568300)  2026-01-22T16:49Z [---] followers, [--] engagements


"Just sharing here some very unstructured thoughts on $SILC . Got to my radar by a post from @KyleAdamsStocks . Overall the idea seems very promissing specially if they can capture some of this AI frenetic growth going on. 👇👇"  
[X Link](https://x.com/explosivevalue/status/1960034305029382276)  2025-08-25T17:39Z [---] followers, [----] engagements


"@zoomyzoomm $ALKT jumped after this post 😃"  
[X Link](https://x.com/explosivevalue/status/1960736439596941802)  2025-08-27T16:09Z [---] followers, [--] engagements


"$MCHP is also showing good signs today. I'm in since $67.25 already close 1/3 and tracking through the 10DMA. Currently the price seems to be forming a good place to add to the position"  
[X Link](https://x.com/explosivevalue/status/2011573540102042053)  2026-01-14T22:57Z [---] followers, [--] engagements


"$MP Got in MP after almost touching the 21EMA and going up with a [--] big volume bars on the [--] min chart. This almost U&R might work"  
[X Link](https://x.com/anyuser/status/2016163045605515601)  2026-01-27T14:55Z [---] followers, [---] engagements


"Still in $MP with very little cushion this one will need to be monitored tomorrow"  
[X Link](https://x.com/anyuser/status/2016277254959992932)  2026-01-27T22:28Z [---] followers, [--] engagements


"Now a couple of entries that where immediatelly stopped during the day: $LAC I entered this one in the first 10min of the market because of the strong volume but I was immediately stopped after my entry. The biggest lesson for me is that I should have kept monitoring this name because it gave another great opportunity to enter and this time it would be now a position with a cushion for tomorrow. https://twitter.com/i/web/status/2016278850762858916 https://twitter.com/i/web/status/2016278850762858916"  
[X Link](https://x.com/anyuser/status/2016278850762858916)  2026-01-27T22:35Z [---] followers, [---] engagements


"$EOSE I also tried a U&R position on this name with an entry on the first big up with volume bar initially the position moved in my direction but again immediately stopped after this. This is one of those clear cases of chosing the wrong worse. $BE had the same behavior but worked much better. https://twitter.com/i/web/status/2016278854768488570 https://twitter.com/i/web/status/2016278854768488570"  
[X Link](https://x.com/anyuser/status/2016278854768488570)  2026-01-27T22:35Z [---] followers, [---] engagements


"Today was a day I made only [--] trades. $EOSE - after being stopped out yesterday today I tried to enter again on the 21EMA U&R. Going to tomorrow with a 1R cushion. $LMND - Entry on the U&R of the 8EMA we had [--] consecutive U&R on top of the 8EMA. Today I decided to entry and position myself. 0.5R cushion for tomorrow. https://twitter.com/i/web/status/2016619189864431631 https://twitter.com/i/web/status/2016619189864431631"  
[X Link](https://x.com/anyuser/status/2016619189864431631)  2026-01-28T21:07Z [---] followers, [---] engagements


"Forgot to post an update on what I did yesterday. A lot of my position where it by the initial down swing in the market open and was stopped at my stop price. At the end of the market I saw an opportunity to reenter on U&R. My entries were on $CIFR and $EOSE (yes again). Let's see if today's session will build some cution in these positions. But in general not easy to make money in this environment at least not for me. https://twitter.com/i/web/status/2017231309303578939 https://twitter.com/i/web/status/2017231309303578939"  
[X Link](https://x.com/anyuser/status/2017231309303578939)  2026-01-30T13:39Z [---] followers, [---] engagements


"Today I came into the market with a few names on the WL but mainly $HYLN and $TSEM which were on my radar in the 30min of market open but skipped despite the early breakout because simply there was no volume behind the breakout. Will revisit close to the end of the session"  
[X Link](https://x.com/explosivevalue/status/2011122280697339922)  2026-01-13T17:04Z [---] followers, [---] engagements


"@PrimeTrading_ @TradersLab_ Curious Alex $HWM has very weak relative strengh I though you didn't play in those"  
[X Link](https://x.com/explosivevalue/status/2016505801364455643)  2026-01-28T13:37Z [---] followers, [--] engagements


"@KrisPatel99 Don't you think that $SBET should be a beneficiary of this too They seem to be lagging $BMBR a lot"  
[X Link](https://x.com/explosivevalue/status/1966926574386626626)  2025-09-13T18:06Z [---] followers, [---] engagements


"$PRM This one has been on my WL for a few days now seems to be preparing for an explosive breakout. Forming higher lows after a big volume day on earnings release"  
[X Link](https://x.com/explosivevalue/status/1988356492693852503)  2025-11-11T21:21Z [---] followers, [---] engagements


"Great example of this today: @Tintincapital posted about a Substack article from @Toni11443724 on a french company $ALHRG (very good read) This caught my attention than went through twitter posts and found @taobanker posts which helped to build conviction on the idea. Being capable of identifying intelligent individuals or extremely capable people is an underrated skill you can beat the market if you're capable of identifying and following these individuals. For these you need to filter out a lot of noise ++++ Being capable of identifying intelligent individuals or extremely capable people is"  
[X Link](https://x.com/explosivevalue/status/1958573635339252127)  2025-08-21T16:55Z [---] followers, [---] engagements


"Summary of my trades today so far: $CIEN - got in on the break of yesterday HVC. Long at $275.42 with stop at LoD (already moved to breakeven) $SPHR - entered on a reclaim of the 21EMA. Avg price $94.29 with stop at LoD. If it closed below the 21EMA will close it tomorrow or after hours. https://twitter.com/i/web/status/2020958878020604195 https://twitter.com/i/web/status/2020958878020604195"  
[X Link](https://x.com/anyuser/status/2020958878020604195)  2026-02-09T20:31Z [---] followers, [---] engagements


"Oriental Rise Holdings - ORIS - Trading at 0.45x NCAV - Profitable and cash flow positive - P/FCF less than [--] - 85% insider owning - CMF of [----] - Oversold Stochastics - MA(10) crossed EMA(20) and EMA(30) 🎯 Deep value with potential to break out soon. Anyone into this one"  
[X Link](https://x.com/explosivevalue/status/1925223544515940693)  2025-05-21T16:13Z [---] followers, [---] engagements


"To sum up on $ALHRG: [--]. Good story 👍 [--]. Business growing at high levels and almost becoming profitable 👍 [--]. 10x my expected earnings in 1/2 years more or less [--]. Little over 1x Current book value 👍 [--]. Increasing ROIC and ROIIC 👍 Good to add a starter position and follow"  
[X Link](https://x.com/explosivevalue/status/1958579930091991384)  2025-08-21T17:20Z [---] followers, [---] engagements


"Current open positions. $LUMN came from @jfsrev WL he was the one to put it under my radar. At this moment I'm around 40% invested probably should be more invested with the current market but I just feel there is still a lot of uncertainty in the market. How are you doing Fully invested already https://twitter.com/i/web/status/2011852391998701924 https://twitter.com/i/web/status/2011852391998701924"  
[X Link](https://x.com/explosivevalue/status/2011852391998701924)  2026-01-15T17:26Z [---] followers, [----] engagements


"At end of the day entered $FEIM as a potential momentum burst play still trying to incorporate this one from @PradeepBonde"  
[X Link](https://x.com/anyuser/status/2016277514574786753)  2026-01-27T22:29Z [---] followers, [---] engagements


"Not seeing much tightness in the market. Probably a day to just watch. Names I'm following more closely: $KLIC $SUPV $TROO $AIR $TTMI $CIEN $EOSE $KTOS $USAR $GSAT $SIDU $NBIS $LMND $UMAC $ONDS $AMKR $APLD $W $RKLB"  
[X Link](https://x.com/anyuser/status/2018321908513530011)  2026-02-02T13:53Z [---] followers, [---] engagements


"Yesterday forgot to do the day summary. Here it goes: - Closed 1/3 of $CIEN position and now in a Breakeven position - Started a short on $BBAI avg price $4.78 with stop at HoD ended the day with cushion for today - Closed 1/3 of $SPHR position and moved the stop to breakeven One of the days I'm looking for with more potential for a breakout is definitely $ENPH been on the watchlist for the past [--] sessions. https://twitter.com/i/web/status/2021516299520680116 https://twitter.com/i/web/status/2021516299520680116"  
[X Link](https://x.com/anyuser/status/2021516299520680116)  2026-02-11T09:26Z [---] followers, [---] engagements


"Yesterday forgot to do the day summary. Here it goes: - Closed 1/3 of $CIEN position and now in a Breakeven position - Started a short on $BBAI avg price $4.78 with stop at HoD ended the day with cushion for today - Closed 1/3 of $SPHR position and moved the stop to breakeven One of the days I'm looking for with more potential for a breakout is definitely $ENPH been on the watchlist for the past [--] sessions. https://twitter.com/i/web/status/2021516299520680116 https://twitter.com/i/web/status/2021516299520680116"  
[X Link](https://x.com/anyuser/status/2021516299520680116)  2026-02-11T09:26Z [---] followers, [---] engagements


"Summary of my trades today so far: $CIEN - got in on the break of yesterday HVC. Long at $275.42 with stop at LoD (already moved to breakeven) $SPHR - entered on a reclaim of the 21EMA. Avg price $94.29 with stop at LoD. If it closed below the 21EMA will close it tomorrow or after hours. https://twitter.com/i/web/status/2020958878020604195 https://twitter.com/i/web/status/2020958878020604195"  
[X Link](https://x.com/anyuser/status/2020958878020604195)  2026-02-09T20:31Z [---] followers, [---] engagements


"CLAUDE CODE but for HACKING its called shannon you point it at website and it just. tries to break in. fully autonomous with no human needed i pointed it at a test app and it stole the entire user database created admin accounts and bypassed login all by itself in [--] minutes https://twitter.com/i/web/status/2019608142884016638 https://twitter.com/i/web/status/2019608142884016638"  
[X Link](https://x.com/anyuser/status/2019608142884016638)  2026-02-06T03:04Z [----] followers, 4.7M engagements


"Not seeing much tightness in the market. Probably a day to just watch. Names I'm following more closely: $KLIC $SUPV $TROO $AIR $TTMI $CIEN $EOSE $KTOS $USAR $GSAT $SIDU $NBIS $LMND $UMAC $ONDS $AMKR $APLD $W $RKLB"  
[X Link](https://x.com/anyuser/status/2018321908513530011)  2026-02-02T13:53Z [---] followers, [---] engagements


"RT @FranVezz: If you have been in $SNDK $MU and those semi equipment names it's been cruise control. It has to be said first: Amazing"  
[X Link](https://x.com/anyuser/status/2017234024914117086)  2026-01-30T13:50Z [---] followers, [--] engagements


"If you have been in $SNDK $MU and those semi equipment names it's been cruise control. It has to be said first: Amazing job to those in these names full credit and congrats are in order. Metals too of course. Outside that positioning has been extremely difficult. Not just breakout buying even pullback buys getting shaken. Bad entries getting punished is one thing but even tactical ones struggling means a really tough tape. One sometimes two or [--] days pops seems to be the trend before sizeable reversals or shakeouts come rolling in. Vicious rotation - just look at data centers for one. The"  
[X Link](https://x.com/anyuser/status/2017040959390044487)  2026-01-30T01:03Z 18K followers, 20.1K engagements


"Market seems sooooo tired. Administration is doing everything to pump this market. Theyre pumping it and every pump gets sold into. Liquidity seems awful stuff swinging like meme stocks. Look at QQQ range today. I know they want things to look good for mid terms but its not working. A year ago the market did what it does- correct. Then we had an easy trending tape from April until the Fall. Now theyre pumping after every sell off w some news. The result- pure chop. Example. Elon doesnt mention anything in conference call about potential merger w Space X & TSLA. Stock dumps on earnings then"  
[X Link](https://x.com/anyuser/status/2017024901811523669)  2026-01-29T23:59Z 48.2K followers, 100.2K engagements


"A cluster of sale days in the last five days a sign of transitioning into stalling action here"  
[X Link](https://x.com/anyuser/status/2017201750134882576)  2026-01-30T11:42Z 77K followers, 27.6K engagements


"Forgot to post an update on what I did yesterday. A lot of my position where it by the initial down swing in the market open and was stopped at my stop price. At the end of the market I saw an opportunity to reenter on U&R. My entries were on $CIFR and $EOSE (yes again). Let's see if today's session will build some cution in these positions. But in general not easy to make money in this environment at least not for me. https://twitter.com/i/web/status/2017231309303578939 https://twitter.com/i/web/status/2017231309303578939"  
[X Link](https://x.com/anyuser/status/2017231309303578939)  2026-01-30T13:39Z [---] followers, [---] engagements


"Today was a day I made only [--] trades. $EOSE - after being stopped out yesterday today I tried to enter again on the 21EMA U&R. Going to tomorrow with a 1R cushion. $LMND - Entry on the U&R of the 8EMA we had [--] consecutive U&R on top of the 8EMA. Today I decided to entry and position myself. 0.5R cushion for tomorrow. https://twitter.com/i/web/status/2016619189864431631 https://twitter.com/i/web/status/2016619189864431631"  
[X Link](https://x.com/anyuser/status/2016619189864431631)  2026-01-28T21:07Z [---] followers, [---] engagements


"The number of fake accounts following me today is crazy @X Just enabled the premium in my account and got flooded with fake followers impersonating other people"  
[X Link](https://x.com/anyuser/status/2016280905338192150)  2026-01-27T22:43Z [---] followers, [--] engagements


"Now a couple of entries that where immediatelly stopped during the day: $LAC I entered this one in the first 10min of the market because of the strong volume but I was immediately stopped after my entry. The biggest lesson for me is that I should have kept monitoring this name because it gave another great opportunity to enter and this time it would be now a position with a cushion for tomorrow. https://twitter.com/i/web/status/2016278850762858916 https://twitter.com/i/web/status/2016278850762858916"  
[X Link](https://x.com/anyuser/status/2016278850762858916)  2026-01-27T22:35Z [---] followers, [---] engagements


"$EOSE I also tried a U&R position on this name with an entry on the first big up with volume bar initially the position moved in my direction but again immediately stopped after this. This is one of those clear cases of chosing the wrong worse. $BE had the same behavior but worked much better. https://twitter.com/i/web/status/2016278854768488570 https://twitter.com/i/web/status/2016278854768488570"  
[X Link](https://x.com/anyuser/status/2016278854768488570)  2026-01-27T22:35Z [---] followers, [---] engagements


"In reflection over the day I feel like I overtraded today. The chase to finish the month positive was definitely not positive for me. Having a lot of small losses also eats our wallet away. Need to improve this"  
[X Link](https://x.com/anyuser/status/2016278857712623818)  2026-01-27T22:35Z [---] followers, [--] engagements


"At end of the day entered $FEIM as a potential momentum burst play still trying to incorporate this one from @PradeepBonde"  
[X Link](https://x.com/anyuser/status/2016277514574786753)  2026-01-27T22:29Z [---] followers, [---] engagements


"$MP Got in MP after almost touching the 21EMA and going up with a [--] big volume bars on the [--] min chart. This almost U&R might work"  
[X Link](https://x.com/anyuser/status/2016163045605515601)  2026-01-27T14:55Z [---] followers, [---] engagements


"Still in $MP with very little cushion this one will need to be monitored tomorrow"  
[X Link](https://x.com/anyuser/status/2016277254959992932)  2026-01-27T22:28Z [---] followers, [--] engagements


"A lot of my holdings it the SL today. Will need to analyze to understand if I made some mistake or if it was just a normal and expected behavior even names that where working well just got stopped out"  
[X Link](https://x.com/anyuser/status/2014068822735557013)  2026-01-21T20:13Z [---] followers, [--] engagements


"Focus list for the day: $NBIS $JOBY $PLAB $CIFR $SMR Day to watch the market and only play in good setups. Will be with extreme attention for potential U&R setups"  
[X Link](https://x.com/anyuser/status/2013972889364508751)  2026-01-21T13:52Z [---] followers, [---] engagements


"Congrats @Deepvue very well integrated the usage of AI. Just experimenting with the results from the prompt library and so far liking it a lot"  
[X Link](https://x.com/anyuser/status/2013612507605115391)  2026-01-20T14:00Z [---] followers, [---] engagements


"Names to watch this week: $USAR $UAMY $ALAB $JOBY $AIRO $TATT $NBIS $APLD $IONQ $WOLF All names are on my focus watchlist. Do you have any further suggestions"  
[X Link](https://x.com/anyuser/status/2013283636787687725)  2026-01-19T16:13Z [---] followers, [---] engagements


"Where is the market strength Going over the top performers for the past week and month is part of the process to identify where the money is at this moment. From this we start to narrow down and look for setups or potential setups forming"  
[X Link](https://x.com/anyuser/status/2013265673250566606)  2026-01-19T15:01Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing