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# ![@fundmyfund Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::19049987.png) @fundmyfund πŸ¦„ Fund.Drone.DefenseTech.Photonics $LPTH $UMAC πŸ‹

πŸ¦„ Fund.Drone.DefenseTech.Photonics $LPTH $UMAC πŸ‹ posts on X about $lpth, $umac, in the, $velo the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::19049987/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19049987/c:line/m:interactions.svg)

- [--] Week [-------] -12%
- [--] Month [---------] +20%
- [--] Months [---------] +638%
- [--] Year [---------] +574%

### Mentions: [---] [#](/creator/twitter::19049987/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19049987/c:line/m:posts_active.svg)

- [--] Week [---] -27%
- [--] Month [-----] -1.20%
- [--] Months [-----] +306%
- [--] Year [-----] +184%

### Followers: [-----] [#](/creator/twitter::19049987/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19049987/c:line/m:followers.svg)

- [--] Week [-----] +1.50%
- [--] Month [-----] +11%
- [--] Months [-----] +47%
- [--] Year [-----] +58%

### CreatorRank: [-------] [#](/creator/twitter::19049987/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19049987/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5591 [finance](/list/finance)  24.22% [cryptocurrencies](/list/cryptocurrencies)  9.53% [technology brands](/list/technology-brands)  5.63% [countries](/list/countries)  3.13% [social networks](/list/social-networks)  0.78% [celebrities](/list/celebrities)  0.78% [exchanges](/list/exchanges)  0.63% [musicians](/list/musicians)  0.47% [automotive brands](/list/automotive-brands)  0.47%

**Social topic influence**
[$lpth](/topic/$lpth) #2, [$umac](/topic/$umac) #1, [in the](/topic/in-the) 6.72%, [$velo](/topic/$velo) #19, [$lite](/topic/$lite) #76, [$lasr](/topic/$lasr) #6, [if you](/topic/if-you) 3.91%, [$onds](/topic/$onds) #155, [$crdo](/topic/$crdo) #86, [breakout](/topic/breakout) #1302

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@cruxcapital](/creator/undefined) [@skrubin](/creator/undefined) [@blackscholesman](/creator/undefined) [@connorjbates](/creator/undefined) [@denebulord](/creator/undefined) [@niraoo7](/creator/undefined) [@evansall](/creator/undefined) [@samsaiworld](/creator/undefined) [@bussinbiotech](/creator/undefined) [@crux_capital_](/creator/undefined) [@mwb741](/creator/undefined) [@aktienakademie](/creator/undefined) [@vastcnc](/creator/undefined) [@oceanus23686454](/creator/undefined) [@toekneecapital](/creator/undefined) [@d27357](/creator/undefined) [@systemdaddyai](/creator/undefined) [@cheekybaua](/creator/undefined) [@stkcryptotrd](/creator/undefined)

**Top assets mentioned**
[Unusual Machines, Inc (UMAC)](/topic/$umac) [Velo (VELO)](/topic/$velo) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Karman Holdings Inc (KRMN)](/topic/$krmn) [Teradyne, Inc. (TER)](/topic/$ter) [Neogen Corp (NEOG)](/topic/$neog) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Coherent Inc (COHR)](/topic/$cohr) [Sandisk Corporation (SNDK)](/topic/$sndk) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Volatility Shs TR 2X Ether ETF (ETHU)](/topic/$ethu) [AIRO Group Holdings, Inc.  (AIRO)](/topic/$airo) [Bloom Energy Corporation (BE)](/topic/$be) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [HealthSci.AI (HSAI)](/topic/$hsai) [Elbit Systems Ltd (ESLT)](/topic/$eslt) [Planet Labs PBC (PL)](/topic/$pl) [Corning Incorporated (GLW)](/topic/$glw) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Innovative Solutions & Support (ISSC)](/topic/$issc) [Micron Technology, Inc. (MU)](/topic/$mu) [Allegro Microsystems Inc (ALGM)](/topic/$algm) [1stdibs.com, Inc. (DIBS)](/topic/$dibs) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [IonQ, Inc. (IONQ)](/topic/$ionq) [Exxon Mobil (XOM)](/topic/$xom)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$RCAT Initial thoughts - it's been a frustrating ride for those in the stock for multiple quarters. Initial thesis is company won SRR tranche [--] I believe it was Nov [--]. The parallel was Skydio winning SRR tranche [--] Nov [--] I believe. I am going off memory and it's been a long year so don't @ me but Skydio got into LRIP in Feb [--]. So that was the expectation here for Feb [--] for RCAT. From that you estimated maybe [--] months of LRIP or give it [--] and by end of Q2 and beginning of Q3 you are in FRIP. Then you have [--] great quarters and blow the socks out the door at least hitting the bottom end of"  
[X Link](https://x.com/anyuser/status/1989154746213515472)  2025-11-14T02:13Z [----] followers, 16.3K engagements


"$JBIO doesn't care about your selloff Mid week screening $JBIO These always look easier after the fact than they are in real time Broke out . then reversed. Then [--] days tight. Then the actual breakout was Thursday. Algos are good. One of the best looking things out there now. https://t.co/BCBf6VhJ3V Mid week screening $JBIO These always look easier after the fact than they are in real time Broke out . then reversed. Then [--] days tight. Then the actual breakout was Thursday. Algos are good. One of the best looking things out there now. https://t.co/BCBf6VhJ3V"  
[X Link](https://x.com/fundmyfund/status/2001332504138318174)  2025-12-17T16:43Z [----] followers, [---] engagements


"$JBIO looks great - should be in this one $JBIO doesn't care about your selloff https://t.co/x0XzgCYOwC $JBIO doesn't care about your selloff https://t.co/x0XzgCYOwC"  
[X Link](https://x.com/fundmyfund/status/2002023258963538225)  2025-12-19T14:28Z [----] followers, [---] engagements


"$HWM comes up on my weekly screening a lot - I never get into it. Looks like it was a nice set it and forget it +70% type of return this year with little sweat aside when we were liberated in April from Biden. Howmet $HWM is buying Stanley Black & Deckers $SWK aerospace fastener unit Consolidated Aerospace Manufacturing for $1.8B cash. Howmet expects CAM to do about $485M to $495M of FY26 revenue with 20%+ adj. EBITDA margin pre-synergies and says tax benefits plus synergies put https://t.co/jJAlNm7spv Howmet $HWM is buying Stanley Black & Deckers $SWK aerospace fastener unit Consolidated"  
[X Link](https://x.com/fundmyfund/status/2003105383251071316)  2025-12-22T14:08Z [----] followers, [---] engagements


"$MP a close above $71 and being about to stay above would be a nice change. Been in chop zone for [--] weeks. $MPL The year is [----]. I am found in the catacombs still waiting for $MP to breakout https://t.co/6FWE68kTq9 The year is [----]. I am found in the catacombs still waiting for $MP to breakout https://t.co/6FWE68kTq9"  
[X Link](https://x.com/fundmyfund/status/2015790837406290248)  2026-01-26T14:16Z [----] followers, [----] engagements


"I probably should be taking this co more seriously in terms of digging into it based on how teflon the stock is acting $ENLT Enlight Renewable Energy is a leading next-generation global renewable energy platform. We develop greenfield projects and generate power across the key segments of renewable energy accelerating the energy transition toward net-zero worldwide. How to find new winners part [--]. Today in the midst of all the silver and gold winners pre mkt is $ENLT . Never heard of it. Check chart. Oh. Well time to put at top of watch list. Cursory [--] min look says right up my alley. Next:"  
[X Link](https://x.com/fundmyfund/status/2015843930730877131)  2026-01-26T17:47Z [----] followers, [----] engagements


"$ALGM remains a beach ball. Not in this particular one. $ALGM continued beach ball action Trying to find an entry point https://t.co/Xt7WjGmaqQ $ALGM continued beach ball action Trying to find an entry point https://t.co/Xt7WjGmaqQ"  
[X Link](https://x.com/fundmyfund/status/2021963443843039565)  2026-02-12T15:03Z [----] followers, [---] engagements


"@4Ak4xk @BlackScholesMan we found $AIRO drones in action"  
[X Link](https://x.com/fundmyfund/status/2022391768629805486)  2026-02-13T19:25Z [----] followers, [--] engagements


"Singapore $EWS bounce off [--] ABA Q1 Germany didn't get all the way to the [--] yest $EWG ABA Anywhere but America Q1 https://t.co/1FhPkTyBQC Germany didn't get all the way to the [--] yest $EWG ABA Anywhere but America Q1 https://t.co/1FhPkTyBQC"  
[X Link](https://x.com/fundmyfund/status/1897313591726133299)  2025-03-05T15:49Z [----] followers, [---] engagements


"$DIDIY China ride sharing"  
[X Link](https://x.com/fundmyfund/status/1948352966697816239)  2025-07-24T12:02Z [----] followers, [---] engagements


"First blush update on $LPTH financial model. Please note I am taking a conservative route - I do believe the co guided us to nearly $90M in sales for fiscal [----] (which ends in June) [--] weeks back. My model is not near that. Trailing price to sales just fell from [---] to [---] with this blockbuster quarter. Forward sub [--] (on my estimates) That's sad for 40% quarter YoY followed by 70% quarter YoY. Takes time to change mindset. Also the analysts are lost in space on this one as they want to be hand fed #s from execs like 99% of companies do rather than working and thinking for themselves. Anyhow."  
[X Link](https://x.com/fundmyfund/status/1988441999238664445)  2025-11-12T03:01Z [----] followers, 10.7K engagements


"$LPTH Q1 ER and CC Lightpath trounced earnings expectations for their Q1 [----]. The analysts are low on the #s and will continue to be as they want to be spoon fed data like 99% of companies give out. Sam and Al are not interested in that at this time; maybe it will change in time. Since these analysts are not being fed the data down their gullet they need to do actual homework and won't do enough to truly understand what is happening. I on the other hand will. Here are new things I heard in the Q1 CC vs the prior one. Keep in mind we did not get the normal [--] weeks in between earnings as"  
[X Link](https://x.com/fundmyfund/status/1988800472216420630)  2025-11-13T02:45Z [----] followers, 24.1K engagements


"$DPRO Q3 CC highlights The more I listen the more interesting this one becomes from a dominant manufacturer in Canada and having a near monopoly on the country's increasing defense spending as it relates to drones. The complete lack of drone industry in Canada vs the US is quite startling. Trump's policies could be a huge driver here as Canada has become protectionist in response to the trade actions of US government. Further - yes while they have a large FPV component they also have some of the large drones (7 hour flight time [---] lb carrying capacity) so there is an interesting mix of"  
[X Link](https://x.com/fundmyfund/status/1988942790647050631)  2025-11-13T12:11Z [----] followers, 12K engagements


"Going to start tracking $BLDP closer - same fuel cell space as $BE $FCEL but a focus on transportation things rather than say data centers like the other [--]. So doesn't quite have the same tailwinds but they did get a huge revenue spike this quarter. And their stationary business (not mobile) did get a spike of 651% (but off a tiny base) YoY to $3.8M. Like $FCEL it's been lost in the wilderness for decades. But maybe the time is now for these [--]. These are some pretty impressive metrics but they picked an awful time to report them in terms of the hate for growth right now. First really nice"  
[X Link](https://x.com/fundmyfund/status/1990097796150481229)  2025-11-16T16:41Z [----] followers, [----] engagements


"$BACQ brought to you by the folks who got $LUNR $USAR out into the world SPAC is a dirty world but in a relative sense at least those [--] are viable companies unlike most of the sh** @chamath hoisted upon the plebs. Did some @MerlinAero homework over weekend $BACQ AI for planes. Has a $105M contract but its very open ended and I could not tell duration or when it hits. Didn't feel like it was all in [----] or [----] but I could be wrong couldn't ascertain in the filings. But won't really https://t.co/UfqGlgyiG5 Did some @MerlinAero homework over weekend $BACQ AI for planes. Has a $105M contract but"  
[X Link](https://x.com/fundmyfund/status/1990820048219308467)  2025-11-18T16:31Z [----] followers, [----] engagements


"$BACQ your downside is now .60 @MerlinAero I have been acquiring $BACQR myself. $BACQ brought to you by the folks who got $LUNR $USAR out into the world SPAC is a dirty world but in a relative sense at least those [--] are viable companies unlike most of the sh** @chamath hoisted upon the plebs. $BACQ brought to you by the folks who got $LUNR $USAR out into the world SPAC is a dirty world but in a relative sense at least those [--] are viable companies unlike most of the sh** @chamath hoisted upon the plebs"  
[X Link](https://x.com/fundmyfund/status/1992621683140874301)  2025-11-23T15:50Z [----] followers, [----] engagements


"$DIBS Missed my limit buy this morning by .05 at the [--] ema. Bummer. $DIBS breakout out of flag. Weekend highlight https://t.co/rDZe3Y753s $DIBS breakout out of flag. Weekend highlight https://t.co/rDZe3Y753s"  
[X Link](https://x.com/fundmyfund/status/1993368751052632192)  2025-11-25T17:18Z [----] followers, [---] engagements


"$DIBS out to [--] week highs Missed by limit order by a nickel yesterday. Bummer but it means the process is working. $DIBS Missed my limit buy this morning by .05 at the [--] ema. Bummer. https://t.co/zs8HtDNJfa $DIBS Missed my limit buy this morning by .05 at the [--] ema. Bummer. https://t.co/zs8HtDNJfa"  
[X Link](https://x.com/fundmyfund/status/1993736410814205973)  2025-11-26T17:39Z [----] followers, [---] engagements


"A quick look at $LGN A @pennycheck special This is one of those no one will pay attention to and most likely in [--] years will be +100% PPS as they are not in an exciting sector. Basically HVAC piping electrical plus the associated design services for new buildings. 40% of sales are data center buildings along with a good chunk of life sciences (20%) and education (20%). They service both existing and new builds. Lower gross margin due to sector it's in @ 20%. Revenue +26% YoY last Q to $708M - annual run rate $2.8B+ They usually acquire smaller companies but just announced a massive"  
[X Link](https://x.com/fundmyfund/status/1994396232513642688)  2025-11-28T13:21Z [----] followers, [----] engagements


"$TDC whatever the heck they are doing the mkt is liking it Teradatas third quarter saw a positive market response with management attributing the upside to progress in annual recurring revenue and improved operating efficiency. CEO Stephen McMillan emphasized the companys acceleration in total ARR growth citing strong customer adoption of Teradatas AI and hybrid cloud offerings. The companys focus on enterprise AI workloads and hybrid deployment flexibility resonated with clients across industries while cost controls and a shift in the services business contributed to margin expansion."  
[X Link](https://x.com/fundmyfund/status/1995512233116213348)  2025-12-01T15:16Z [----] followers, [---] engagements


"$NRDS nice move Not in $NRDS https://t.co/3vag4TIycA $NRDS https://t.co/3vag4TIycA"  
[X Link](https://x.com/fundmyfund/status/1995550587363230012)  2025-12-01T17:48Z [----] followers, [---] engagements


"$DIBS continues on no one will talk about it. Missed my limit buy entry by a nickel. Annoying. $DIBS out to [--] week highs Missed by limit order by a nickel yesterday. Bummer but it means the process is working. https://t.co/2ZsvtrQNZV $DIBS out to [--] week highs Missed by limit order by a nickel yesterday. Bummer but it means the process is working. https://t.co/2ZsvtrQNZV"  
[X Link](https://x.com/fundmyfund/status/1995570091203940503)  2025-12-01T19:06Z [----] followers, [---] engagements


"$DIBS continues You never know which one will go like this - usually it's the one you do NOT pick tho πŸ˜… $DIBS continues on no one will talk about it. Missed my limit buy entry by a nickel. Annoying. https://t.co/RFwD8RN1y9 $DIBS continues on no one will talk about it. Missed my limit buy entry by a nickel. Annoying. https://t.co/RFwD8RN1y9"  
[X Link](https://x.com/fundmyfund/status/1995919728158675000)  2025-12-02T18:15Z [----] followers, [---] engagements


"$GLBE from weekend review. Quiet continuation. $GLBE b/o Monday. Overview Global-e Q3 [----] revenue grows 25% beating analyst expectations Adjusted EBITDA for Q3 [----] increases 33% year-over-year Company announces $200 mln share repurchase program Outlook Global-e raises FY [----] GMV guidance to $6.404 bln - $6.524 bln https://t.co/4ZBLESiHnn $GLBE b/o Monday. Overview Global-e Q3 [----] revenue grows 25% beating analyst expectations Adjusted EBITDA for Q3 [----] increases 33% year-over-year Company announces $200 mln share repurchase program Outlook Global-e raises FY [----] GMV guidance to $6.404"  
[X Link](https://x.com/fundmyfund/status/1996046308587528358)  2025-12-03T02:38Z [----] followers, [---] engagements


"As always the one you dont go heavy on goes to the moon $DIBS What a move $DIBS continues You never know which one will go like this - usually it's the one you do NOT pick tho πŸ˜… https://t.co/IG8DgCljIY $DIBS continues You never know which one will go like this - usually it's the one you do NOT pick tho πŸ˜… https://t.co/IG8DgCljIY"  
[X Link](https://x.com/fundmyfund/status/1996231833101509018)  2025-12-03T14:55Z [----] followers, [---] engagements


"The $AMKR $DIBS $ARWR portfolio is exactly what they said on financial entertainment TeeVee to be in Of course despite charting them went with other names myself πŸ˜… How it almost always works. Basket of [--] names - pick the other [--]. Probabilities - you can just find the setups and then you never know which ones are going to be the bangers. Furus know of course 97.7% win rate. (sign up for their $129.99 monthly discord pls) The rest of us are just left with placing bets on the ponies and hoping the ones we pick win the race. Even 2nd or 3rd place works. Got a lot of 2nds and 3rds this time"  
[X Link](https://x.com/fundmyfund/status/1996250085437350158)  2025-12-03T16:08Z [----] followers, [---] engagements


"$EFXT broke out a week ago Fri Then went gaga Tuesday. No clue why. Enerflex designs manufactures and supplies energy infrastructure equipment and services primarily for the natural gas industry. Their core offerings include natural gas compression gas processing and power generation systems. $EFXT https://t.co/jsDmOSc7nH $EFXT https://t.co/jsDmOSc7nH"  
[X Link](https://x.com/fundmyfund/status/1999883545779515773)  2025-12-13T16:46Z [----] followers, [---] engagements


"$EFXT $EFXT broke out a week ago Fri Then went gaga Tuesday. No clue why. Enerflex designs manufactures and supplies energy infrastructure equipment and services primarily for the natural gas industry. Their core offerings include natural gas compression gas processing and https://t.co/tf388Itvlu $EFXT broke out a week ago Fri Then went gaga Tuesday. No clue why. Enerflex designs manufactures and supplies energy infrastructure equipment and services primarily for the natural gas industry. Their core offerings include natural gas compression gas processing and https://t.co/tf388Itvlu"  
[X Link](https://x.com/fundmyfund/status/2000934896622297474)  2025-12-16T14:23Z [----] followers, [---] engagements


"$OLMA strong like ox $OLMA now it is just openly mocking me. https://t.co/iZHR9lmaxr $OLMA now it is just openly mocking me. https://t.co/iZHR9lmaxr"  
[X Link](https://x.com/fundmyfund/status/2000991633048002693)  2025-12-16T18:09Z [----] followers, [---] engagements


"They will regret not doing so in [--] years. $TDY $LPTH If I am FLIR I am in Orlando on a flight offering Sam $20 a share today. You have upwards of a $200M ARR company potentially in [--] years. You get the technology. You take out a competitor. If I am FLIR I am in Orlando on a flight offering Sam $20 a share today. You have upwards of a $200M ARR company potentially in [--] years. You get the technology. You take out a competitor"  
[X Link](https://x.com/fundmyfund/status/2000996072370704540)  2025-12-16T18:26Z [----] followers, [---] engagements


"Apparently they have solved cold fusion $BRZE $BRZE nice bounce tough sector https://t.co/GzXvD3Hpub $BRZE nice bounce tough sector https://t.co/GzXvD3Hpub"  
[X Link](https://x.com/fundmyfund/status/2001329987295813970)  2025-12-17T16:33Z [----] followers, [----] engagements


"$BRZE one of the [--] or so names in tech that are showing rel str Bit choppy Apparently they have solved cold fusion $BRZE https://t.co/HAZhfuVZou Apparently they have solved cold fusion $BRZE https://t.co/HAZhfuVZou"  
[X Link](https://x.com/fundmyfund/status/2002022541448126490)  2025-12-19T14:25Z [----] followers, [---] engagements


"$JBIO relentless $JBIO looks great - should be in this one https://t.co/mMNZVrYRrL $JBIO looks great - should be in this one https://t.co/mMNZVrYRrL"  
[X Link](https://x.com/fundmyfund/status/2002027838153576715)  2025-12-19T14:46Z [----] followers, [---] engagements


"We are all smart again $VERA $VERA https://t.co/vgIu7W1MRw $VERA https://t.co/vgIu7W1MRw"  
[X Link](https://x.com/fundmyfund/status/2003125651499548891)  2025-12-22T15:29Z [----] followers, [----] engagements


"$CARP whew she is showing a lot of leg. Feel like this one is going to go big one way or the other. $CAPR [--] weeks tight https://t.co/3EDBIRhuAO $CAPR [--] weeks tight https://t.co/3EDBIRhuAO"  
[X Link](https://x.com/fundmyfund/status/2003852686895227289)  2025-12-24T15:38Z [----] followers, [---] engagements


"$VERA incredible move We are all smart again $VERA https://t.co/X7UtKxVyzM We are all smart again $VERA https://t.co/X7UtKxVyzM"  
[X Link](https://x.com/fundmyfund/status/2003855585247371715)  2025-12-24T15:49Z [----] followers, [---] engagements


"European mega banks quietly have gone nuts $BCS"  
[X Link](https://x.com/fundmyfund/status/2004901012818350177)  2025-12-27T13:03Z [----] followers, [---] engagements


"$VICE one of my fav charts in entire mkt . flag for a week and now trying to break out $VICR love this tightening and being unaffected by this morning's tech weakness. Day [--] flag. It can always fail later today tomm or next week. We only have the info in front of us today. This is good info atm. https://t.co/nL3xF4TlUU $VICR love this tightening and being unaffected by this morning's tech weakness. Day [--] flag. It can always fail later today tomm or next week. We only have the info in front of us today. This is good info atm. https://t.co/nL3xF4TlUU"  
[X Link](https://x.com/fundmyfund/status/2006017704952553849)  2025-12-30T15:01Z [----] followers, [---] engagements


"$KVYO looks interesting although sector has lost some steam $KVYO Well it will be interesting to see if this is a [--] day algo move based on 'cheaper compute' yada yada or this is the next major space $IGV https://t.co/c04ds4DYKg $KVYO Well it will be interesting to see if this is a [--] day algo move based on 'cheaper compute' yada yada or this is the next major space $IGV https://t.co/c04ds4DYKg"  
[X Link](https://x.com/fundmyfund/status/2006381263477981575)  2025-12-31T15:05Z [----] followers, [----] engagements


"$KVYO last new starter for [----] I like the small range tightening and just above the [--] ema so easy less than 2% stop out if goes against me. Will add if it breaks out and out if breaks down. ATR 3.2% so won't be a wild mover. "Marketing automation" πŸ€·β™‚ ********************* Overview Klaviyo Q3 revenue grows 32% yr/yr to $310.9 mln beating analyst expectations Company raises FY25 revenue guidance to $1.215 bln-$1.219 bln indicating 30% growth Klaviyo reports net loss for Q3 despite strong revenue growth Outlook Klaviyo raises FY25 revenue guidance to $1.215 bln to $1.219 bln Company expects Q4"  
[X Link](https://x.com/fundmyfund/status/2006442519303729466)  2025-12-31T19:09Z [----] followers, [----] engagements


"$TYRA new to me"  
[X Link](https://x.com/fundmyfund/status/2006788420409119168)  2026-01-01T18:03Z [----] followers, [---] engagements


"@grok remind me of the above post 12/15/2026 Potential smaller cap doubles next [--] months $LPTH $UMAC $FEIM $RCAT $DPRO $ONDS $VELO $KOPN $AMPX $CCCX $AXTI $KRKNF"  
[X Link](https://x.com/fundmyfund/status/2006940460498251989)  2026-01-02T04:07Z [----] followers, [----] engagements


"$KVYO first stop of [----] secured Disappointing action fell out of this nice range Here is to many more $KVYO last new starter for [----] I like the small range tightening and just above the [--] ema so easy less than 2% stop out if goes against me. Will add if it breaks out and out if breaks down. ATR 3.2% so won't be a wild mover. "Marketing automation" πŸ€·β™‚ https://t.co/p52kDR8r2M $KVYO last new starter for [----] I like the small range tightening and just above the [--] ema so easy less than 2% stop out if goes against me. Will add if it breaks out and out if breaks down. ATR 3.2% so won't be a wild"  
[X Link](https://x.com/fundmyfund/status/2007101343555834030)  2026-01-02T14:47Z [----] followers, [----] engagements


"Wish I found this one Wed $TYRA $TYRA new to me https://t.co/lKy6op0Ife $TYRA new to me https://t.co/lKy6op0Ife"  
[X Link](https://x.com/fundmyfund/status/2007107941019914688)  2026-01-02T15:13Z [----] followers, [---] engagements


"Stop losses help. wow. $KVYO Would take this setup [---] out of [---] times. Nasty. $KVYO first stop of [----] secured Disappointing action fell out of this nice range Here is to many more https://t.co/XS9NZ4UKJM $KVYO first stop of [----] secured Disappointing action fell out of this nice range Here is to many more https://t.co/XS9NZ4UKJM"  
[X Link](https://x.com/fundmyfund/status/2007126168823050736)  2026-01-02T16:25Z [----] followers, [---] engagements


"$EOPSF I think that's another @BlackScholesMan special. Either he or @pennycheck . or both"  
[X Link](https://x.com/fundmyfund/status/2007158579787403639)  2026-01-02T18:34Z [----] followers, [---] engagements


"I don't even know what $SUIUSD is but there is a 2X ETF for it $TXXS Peak Cramerica right here"  
[X Link](https://x.com/fundmyfund/status/2008277306133954721)  2026-01-05T20:39Z [----] followers, [---] engagements


"Only annoyance this morning but seems to be holding in there ok now $JOBY $JOBX $JOBY sideways still ok $JOBX Below blue = bye https://t.co/3ZXI0OO3rX $JOBY sideways still ok $JOBX Below blue = bye https://t.co/3ZXI0OO3rX"  
[X Link](https://x.com/fundmyfund/status/2008953598474887634)  2026-01-07T17:27Z [----] followers, [---] engagements


"Don't talk about $AIRO much as it's the red headed stepchild (no offense to red headed stepchildren) of drones as one of the worst IPOs of [----] but has begun to move with the sector $AIRO like to check in once a month to see if it indeed is still a contender for worse IPO of the year. A: Yes. https://t.co/6x7iH6jCWZ $AIRO like to check in once a month to see if it indeed is still a contender for worse IPO of the year. A: Yes. https://t.co/6x7iH6jCWZ"  
[X Link](https://x.com/fundmyfund/status/2009268452632957034)  2026-01-08T14:18Z [----] followers, [----] engagements


"@grok $FEIM is wrong - it is about 8% Frequency Electronics is the company name"  
[X Link](https://x.com/fundmyfund/status/2009690589189816793)  2026-01-09T18:15Z [----] followers, [---] engagements


"$UMAC will be @ Needham Growth this week. A lot of companies owned or on primary watch list should be at this one. $OUST $ONDS $SKYT $IMSR $PLAB amongst others will be there. Nothing like a fireside chat to get the year going. ******************* Unusual Machines Inc. (NYSE American:UMAC) a leading provider of NDAA-compliant drone components will participate in the 28th Annual Needham Growth Conference on January [--] and [--] in New York City. Unusual Machines' CEO Allan Evans and COO Drew Camden will be available for one-on-one meetings with investors during the conference. Management will also"  
[X Link](https://x.com/fundmyfund/status/2009982140998406183)  2026-01-10T13:34Z [----] followers, [----] engagements


"$DAN has respected the [--] ema for nearly a month. Nice low key trade there $DAN auto supplier - left the station Fri https://t.co/JQxmGmsp0H $DAN auto supplier - left the station Fri https://t.co/JQxmGmsp0H"  
[X Link](https://x.com/fundmyfund/status/2010025880773636592)  2026-01-10T16:28Z [----] followers, [---] engagements


"$KEX broke out bigly Monday and had a strong chart even before then while market was flopping around. Quick digging finds it has some good exposure to the power generation thesis. Thought it was a transport. πŸ€·β™‚ Well I guess like $F and $FTAI we are now all either power generation or power storage companies. Power generation continues to be a strong contributor with sustained demand from data centers and industrial customers driving order growth. In the power generation market revenues grew 56% and operating income rose 96% year over year respectively owing to solid execution on backlog. $KEX"  
[X Link](https://x.com/fundmyfund/status/2010070267322646752)  2026-01-10T19:24Z [----] followers, [---] engagements


"Is the great housing turnaround here because dear leader told "representatives" to buy MBS So many false starts in this group for a long time. $ITB $XHB (the former is more housing stonks while the latter is more housing adjacent i.e. $HD $LOW $MAS and such) Dear leader orders the CEO of the [--] year bond to report to his office. When told there is no such CEO he tells Pulte to do something Trump orders mortgage bond purchases to lower rates. These stocks are jumping in response https://t.co/peWJcOQaXA Dear leader orders the CEO of the [--] year bond to report to his office. When told there is"  
[X Link](https://x.com/fundmyfund/status/2010072943879942621)  2026-01-10T19:35Z [----] followers, [----] engagements


"Been (im)patiently waiting for this to breakout $PONY $PONX $PONY day [--] sitting here on its clearance of resistance. But not "going". Still willing to sit with it but would like to see it pony up sooner rather than later $PONX https://t.co/iA05ddQxuQ $PONY day [--] sitting here on its clearance of resistance. But not "going". Still willing to sit with it but would like to see it pony up sooner rather than later $PONX https://t.co/iA05ddQxuQ"  
[X Link](https://x.com/fundmyfund/status/2010415645608079372)  2026-01-11T18:16Z [----] followers, [----] engagements


"$HSAI holding gains from $NVDA news $HSAI well that explains it. Shares of Chinese sensor maker Hesai Group rose sharply after the company was selected by Nvidia as a hardware partner for its autonomous-driving technology platform. The share-price gains came after Hesai said Tuesday that it was selected as a $HSAI well that explains it. Shares of Chinese sensor maker Hesai Group rose sharply after the company was selected by Nvidia as a hardware partner for its autonomous-driving technology platform. The share-price gains came after Hesai said Tuesday that it was selected as a"  
[X Link](https://x.com/fundmyfund/status/2010427853108814304)  2026-01-11T19:05Z [----] followers, [----] engagements


"$HSAI has come down nicely to [--] ema and volatility is reducing after the $NVDA news. Looks enticing. Let's see if it can flag a bit and then go later in the week or next. $HSAI holding gains from $NVDA news https://t.co/4c5k1mmlxl $HSAI holding gains from $NVDA news https://t.co/4c5k1mmlxl"  
[X Link](https://x.com/fundmyfund/status/2010737204797276625)  2026-01-12T15:34Z [----] followers, [----] engagements


"I just came back from the year [----]. I was sitting there still blankly staring at the screen waiting for the $PONY breakout. $PONX President Ivanka and Fed Reserve Chief Barron have moved to the US capital of Ottawa. It's crazy guys. Real crazy. Been (im)patiently waiting for this to breakout $PONY $PONX https://t.co/gGvGmuvyD7 Been (im)patiently waiting for this to breakout $PONY $PONX https://t.co/gGvGmuvyD7"  
[X Link](https://x.com/fundmyfund/status/2010787084009668914)  2026-01-12T18:52Z [----] followers, [----] engagements


"@grok @grok what are the YTD returns of each name in this list as of the current price this morning Please list each name individually and then the average of all [--] names"  
[X Link](https://x.com/fundmyfund/status/2011085843214320009)  2026-01-13T14:40Z [----] followers, [---] engagements


"It's the year [----] $PONY still hasn't broken out. Probably will give it to EOD then exit and wait for the breakout. $PONX I just came back from the year [----]. I was sitting there still blankly staring at the screen waiting for the $PONY breakout. $PONX President Ivanka and Fed Reserve Chief Barron have moved to the US capital of Ottawa. It's crazy guys. Real crazy. https://t.co/OENWQMCixK I just came back from the year [----]. I was sitting there still blankly staring at the screen waiting for the $PONY breakout. $PONX President Ivanka and Fed Reserve Chief Barron have moved to the US capital"  
[X Link](https://x.com/fundmyfund/status/2011086692657029480)  2026-01-13T14:43Z [----] followers, [----] engagements


"Interested in $ACMR but extended now The breakout turn of the year was the correct buy point. Now just need to see where it settles down at. A superficial look shows $ACMR is a Chinese way to play the semi boom as they look to produce chips in country in the AI race. Maybe there is more to that but haven't dug deep enough. Whatever the case need to be watching this one more in the year ahead as it's been one of https://t.co/W05JCnZNBs A superficial look shows $ACMR is a Chinese way to play the semi boom as they look to produce chips in country in the AI race. Maybe there is more to that but"  
[X Link](https://x.com/fundmyfund/status/2011095092451332531)  2026-01-13T15:16Z [----] followers, [----] engagements


"Someone mentioned this to me yest $LWLG Tiny revenue co - looks like a concept play ala $POET $ALMU but I don't know a lot about any of the [--]. $ALMU has been a beast. Traded this once. Never really looked into it. Kept it on a watch list - standing out today $LWLG Looks pre revenue (tiny rev) - some progress on design wins. *************** Lightwave Logic Inc. LWLG (the "Company") a leading provider of high-performance electro-optic https://t.co/gYHXg5Vyiw Traded this once. Never really looked into it. Kept it on a watch list - standing out today $LWLG Looks pre revenue (tiny rev) - some"  
[X Link](https://x.com/fundmyfund/status/2011165611934826920)  2026-01-13T19:57Z [----] followers, [----] engagements


"$ESLT off the [--] day I already hate this ticker symbol because it is not close to the actual name why not $ELBT - I am going to typo this thing each time Dang I got to watch this one closer. $ESLT $LPTH customer https://t.co/OBUP12yllf Dang I got to watch this one closer. $ESLT $LPTH customer https://t.co/OBUP12yllf"  
[X Link](https://x.com/fundmyfund/status/2011457591189377223)  2026-01-14T15:17Z [----] followers, [----] engagements


"$ISSC I haven't deep dived this one but watching it past few weeks and it looks right up my alley. Seems like a turnaround story plus some inorganic growth. Defense/military. Led to it by the chart. Just like a few of 2025's big winners ************* Shares of Innovative Solutions & Support climbed after the aviation-electronics company recorded higher quarterly revenue and shared a sales projection for [----]. The company has made progress on its strategic efforts which include corporate rebranding developing new products and investing in information technology and business processes to"  
[X Link](https://x.com/fundmyfund/status/2011469346900418907)  2026-01-14T16:03Z [----] followers, [----] engagements


"I asked in half jest Jan [--]. Allan wasn't jesting back. $UMAC Allan Evans (CEO Unusual Machines): We figure by the end of February we'll be at [-----] motors a month a shift. Given the FCC action and the Drone Dominance program we've actually already hired a second shift. We'll hire a third shift. $UMAC wen 3rd shift @evansall https://t.co/bg8OW7SdFe $UMAC wen 3rd shift @evansall https://t.co/bg8OW7SdFe"  
[X Link](https://x.com/fundmyfund/status/2011491106731459061)  2026-01-14T17:30Z [----] followers, [----] engagements


"We finally ready $MP $MPL $MP 2nd try thru my upper blue $MPL Very volatile day but checked back to [--] ema and bounce https://t.co/kM8svPZ9DE $MP 2nd try thru my upper blue $MPL Very volatile day but checked back to [--] ema and bounce https://t.co/kM8svPZ9DE"  
[X Link](https://x.com/fundmyfund/status/2011513999138197560)  2026-01-14T19:01Z [----] followers, [----] engagements


"@mrba201 The smart people say forget $DDD and $SSYS and $VELO is [--] of 1"  
[X Link](https://x.com/fundmyfund/status/2011534465282277882)  2026-01-14T20:22Z [----] followers, [---] engagements


"$ISSC taking a bit off here +7% in under [--] hrs. Its honest work. Started vs blue line $ISSC Should have a positive MACD cross by end of week unless it's a mouse trap tomm https://t.co/WbpXDwEB2x Started vs blue line $ISSC Should have a positive MACD cross by end of week unless it's a mouse trap tomm https://t.co/WbpXDwEB2x"  
[X Link](https://x.com/fundmyfund/status/2011540520347079071)  2026-01-14T20:46Z [----] followers, [----] engagements


"$LWLG holding [--] ema nicely on this breakout Not in it. @fundmyfund I did. Not a concept. Perkinamine passed the Telcordia GR-468 85/88 stress test that proves it's commercial. On stage [--] (design/prototype) with [--] Fortune [---] companies and 12-15 on stages [--] and [--]. Likely won't see revenue till [----] and it will possibly be S curve adoption so @fundmyfund I did. Not a concept. Perkinamine passed the Telcordia GR-468 85/88 stress test that proves it's commercial. On stage [--] (design/prototype) with [--] Fortune [---] companies and 12-15 on stages [--] and [--]. Likely won't see revenue till [----] and it will"  
[X Link](https://x.com/fundmyfund/status/2011875564173320609)  2026-01-15T18:58Z [----] followers, [----] engagements


"$HSAI out of flag post $NVDA news Not in $HSAI has come down nicely to [--] ema and volatility is reducing after the $NVDA news. Looks enticing. Let's see if it can flag a bit and then go later in the week or next. https://t.co/dVFL1Ppe8g $HSAI has come down nicely to [--] ema and volatility is reducing after the $NVDA news. Looks enticing. Let's see if it can flag a bit and then go later in the week or next. https://t.co/dVFL1Ppe8g"  
[X Link](https://x.com/fundmyfund/status/2011891327068467509)  2026-01-15T20:00Z [----] followers, [----] engagements


"$ALMS unrelenting *************** Shares of Alumis surged after the company announced positive top-line data from its two phase III studies ONWARD1 and ONWARD2 which evaluated its pipeline candidate envudeucitinib for treating patients with moderate-to-severe plaque psoriasis a chronic autoimmune skin disease. Both the ONWARD1 and ONWARD2 studies met all primary and secondary endpoints with high statistical significance in patients with moderate-to-severe plaque psoriasis. Treatment with envudeucitinib led to superior skin clearance versus placebo on the co-primary endpoints of Psoriasis Area"  
[X Link](https://x.com/fundmyfund/status/2012132744319336521)  2026-01-16T12:00Z [----] followers, [----] engagements


"Buy stock symbols that TSwift names her concert tours after they told me. I should have listened. $ERAS I wish I had this as part of my $ERAS tour https://t.co/g0BR4QJUVL I wish I had this as part of my $ERAS tour https://t.co/g0BR4QJUVL"  
[X Link](https://x.com/fundmyfund/status/2012139066813538657)  2026-01-16T12:25Z [----] followers, [----] engagements


"$LWLG continues to work I continue to not be in it lol $LWLG holding [--] ema nicely on this breakout Not in it. https://t.co/g18lKfrgpS $LWLG holding [--] ema nicely on this breakout Not in it. https://t.co/g18lKfrgpS"  
[X Link](https://x.com/fundmyfund/status/2012175327162683763)  2026-01-16T14:49Z [----] followers, [----] engagements


"$ESLT breakout $ESLT off the [--] day I already hate this ticker symbol because it is not close to the actual name why not $ELBT - I am going to typo this thing each time https://t.co/dd9AL2PDFj $ESLT off the [--] day I already hate this ticker symbol because it is not close to the actual name why not $ELBT - I am going to typo this thing each time https://t.co/dd9AL2PDFj"  
[X Link](https://x.com/fundmyfund/status/2012179775494697168)  2026-01-16T15:06Z [----] followers, [---] engagements


"$ISSC adding back here as it does a high tight flag $ISSC taking a bit off here +7% in under [--] hrs. Its honest work. https://t.co/QnBqQ9JPTy $ISSC taking a bit off here +7% in under [--] hrs. Its honest work. https://t.co/QnBqQ9JPTy"  
[X Link](https://x.com/fundmyfund/status/2012206663176957993)  2026-01-16T16:53Z [----] followers, [---] engagements


"Nice high tight flag on $MCHP - old school chips not the new fangled ones getting all the love Raised guide 1/6 ************** Shares of Microchip Technology rose sharply Tuesday after the chip maker lifted its sales guidance for its latest quarter. Microchip estimated net sales for its fiscal third quarter ended Dec. [--] [----] were around $1.19 billion roughly 4% higher than in the second quarter. The company in November originally forecast sales of $1.11 billion to $1.15 billion before revising its estimate to the top end of that range last month. The company which makes analog semiconductors"  
[X Link](https://x.com/fundmyfund/status/2012524055296176368)  2026-01-17T13:55Z [----] followers, [---] engagements


"$NEOG if this could sit for another week and let MAs move up could be interesting"  
[X Link](https://x.com/fundmyfund/status/2012531856559022312)  2026-01-17T14:26Z [----] followers, [---] engagements


"$BG $MLI Not the [--] fastest moving (low ATR%) but they sure broke out https://twitter.com/i/web/status/2012535127989968982 https://twitter.com/i/web/status/2012535127989968982"  
[X Link](https://x.com/fundmyfund/status/2012535127989968982)  2026-01-17T14:39Z [----] followers, [---] engagements


"$AXSM I like the flagging"  
[X Link](https://x.com/fundmyfund/status/2012544691460608434)  2026-01-17T15:17Z [----] followers, [----] engagements


"We are team $LMT over here. $LHX continues to look great with news Wed of the $1B investment from taxpayers and spin off. We are also $LHX fans. $LPTH $KOPN We are team $LMT over here. $LHX also is looking great - we are also team $LHX https://t.co/j0EgdLJRq1 We are team $LMT over here. $LHX also is looking great - we are also team $LHX https://t.co/j0EgdLJRq1"  
[X Link](https://x.com/fundmyfund/status/2012551737878384966)  2026-01-17T15:45Z [----] followers, [----] engagements


"Was tough to find ideas outside biotech and photonics and metals latter Oct to mid Dec. (hence big cash position was fine) Easy to find ideas since mid December. (press metal to pedal) This was the first weekend in about a month it was difficult to find more than [--] new things. Best ideas are very extended in chart; so you are left to hope those just continued indefinitely which invites more risk profile. Or hope some laggard groups get off the mat. First weekend in about a month not seeing a lot of new setups. Some of the best names are very extended and there is not a plethora of new ideas"  
[X Link](https://x.com/fundmyfund/status/2013254347379843386)  2026-01-19T14:16Z [----] followers, [----] engagements


"Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to go the track window and place your bets. Which pony actually runs you never know. But this one was a dream run - the stock has not even bothering to touch the [--] ema in a FULL MONTH. Bummed I missed this but it's on my radar go forward. All sorts of contracts raining down on this co. ELBIT SYSTEMS SECURES $275 MILLION CONTRACTS TO EQUIP AN ASIA-PACIFIC COUNTRY HELICOPTER PLATFORM WITH ADVANCED EW"  
[X Link](https://x.com/fundmyfund/status/2013262910601019605)  2026-01-19T14:50Z [----] followers, [----] engagements


"$AVAV at LOD here so business decisions will be made shortly $AVXX If it breaks $345 I will exit. That is a series of [--] lows recently (orange line) I see this news - don't know if that is the driver or just going with the market but $KRMN $KTOS acting much better ************* On January [--] [----] AeroVironment Inc and the U.S. Government agreed to a stop work order for the SCAR program. Key Highlights: Stop work order issued for BADGER antenna systems. Parties to negotiate a new firm-fixed price agreement. AeroVironment to continue delivering SCAR capabilities. $AVAV "Go on." $AVXX"  
[X Link](https://x.com/fundmyfund/status/2013664417322357127)  2026-01-20T17:26Z [----] followers, [----] engagements


"$ELVN new one; flagging after a huge move"  
[X Link](https://x.com/fundmyfund/status/2013691430510698840)  2026-01-20T19:13Z [----] followers, [----] engagements


"$CGON new one - huge move and flagging in a wide range If it can do this for another week it would be very compelling"  
[X Link](https://x.com/fundmyfund/status/2013951208646684695)  2026-01-21T12:26Z [----] followers, [---] engagements


"$ESLT will be more of a focus in the years ahead as a non defense prime making moves. Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to go the track window and place your bets. Which pony actually runs you https://t.co/eOoeeumAFS Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to go the track"  
[X Link](https://x.com/fundmyfund/status/2013957248892965140)  2026-01-21T12:50Z [----] followers, [---] engagements


"$HSAI has been holding up post $NVDA news $HSAI out of flag post $NVDA news Not in https://t.co/JkwfFlni5S $HSAI out of flag post $NVDA news Not in https://t.co/JkwfFlni5S"  
[X Link](https://x.com/fundmyfund/status/2013957500526026980)  2026-01-21T12:51Z [----] followers, [---] engagements


"$ELVN zoom zoom Men's astrology $ELVN new one; flagging after a huge move https://t.co/7TnMRfqgFb $ELVN new one; flagging after a huge move https://t.co/7TnMRfqgFb"  
[X Link](https://x.com/fundmyfund/status/2013993023651074114)  2026-01-21T15:12Z [----] followers, [---] engagements


"$HSAI trying to push out $HSAI has been holding up post $NVDA news https://t.co/B6tJosMeOc $HSAI has been holding up post $NVDA news https://t.co/B6tJosMeOc"  
[X Link](https://x.com/fundmyfund/status/2013993496588280166)  2026-01-21T15:14Z [----] followers, [----] engagements


"$ISSC held up well thru this $ISSC adding back here as it does a high tight flag https://t.co/ysy3xxC3qK $ISSC adding back here as it does a high tight flag https://t.co/ysy3xxC3qK"  
[X Link](https://x.com/fundmyfund/status/2014065423214379141)  2026-01-21T19:59Z [----] followers, [----] engagements


"Something is going on with auto suppliers - first $AXL now $DAN Did he agree to trade away the auto industry for Iceland Interesting $AXL Seems like a "someone knows something" move. https://t.co/bifrGBItCj Interesting $AXL Seems like a "someone knows something" move. https://t.co/bifrGBItCj"  
[X Link](https://x.com/fundmyfund/status/2014074076063469882)  2026-01-21T20:34Z [----] followers, [---] engagements


"$KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and adjusted EBITDA between $205 million and $215 million Raising fiscal year [----] expectations to revenue between $470 million and $471 million and adjusted EBITDA between $144.5 million and $144.9 million $KRMN Q3 & CC A non prime defense company plying all sort of exciting spaces. @karman_spacedef https://t.co/M4j3tiKJMf Maybe if their CEO wore Hawaiian shirts flip flops and"  
[X Link](https://x.com/fundmyfund/status/2014095308028838374)  2026-01-21T21:58Z [----] followers, [----] engagements


"I wish I knew the backstory on this $LVLU Been hitting my screens daily I look it up its basically a womens clothing store so dismissed it But goes up every day Is this [--] dude just that powerful Lulu's Fashion Lounge shares were 91% higher at $12.96 after Friedland Enterprises said it has about 5% of the company's shares and is calling for immediate governance reforms to unlock shareholder value. Friedland Enterprises founded by Christian Friedland said in a Schedule 13D filing with the Securities and Exchange Commission that it believes Lulu's shares are significantly undervalued despite the"  
[X Link](https://x.com/fundmyfund/status/2014169872113000550)  2026-01-22T02:54Z [----] followers, [---] engagements


"$EGY new to me. I would imagine the number of twitter people who own this is below [--]. Independent energy company with a diverse portfolio of production development and exploration assets across Gabon Egypt Cte d'Ivoire Equatorial Guinea Nigeria and Canada"  
[X Link](https://x.com/fundmyfund/status/2014320643429290112)  2026-01-22T12:54Z [----] followers, [---] engagements


"$KRMN +10% in pre but barely any volume. Just one of the most slept on companies in the market for how important they are. The investing masses will be talking about this name in [--] years. $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and adjusted EBITDA between $205 million and $215 million $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company"  
[X Link](https://x.com/fundmyfund/status/2014322192767451239)  2026-01-22T13:00Z [----] followers, [----] engagements


"$ISSC today's wart - sitting on [--] ema Needs to hold it or out shortly Defense is getting rotated out of a bit here. $KTOS $AVAV etc $ISSC held up well thru this https://t.co/rTaeQHqs77 $ISSC held up well thru this https://t.co/rTaeQHqs77"  
[X Link](https://x.com/fundmyfund/status/2014357514381328797)  2026-01-22T15:20Z [----] followers, [---] engagements


"I put a bit of $KRMN on at the gap fill. Trading vs the [--] ema (which it broke yest) All the gaps make me wary but this is co is a beast. Willing to give it a bit of rope. I didn't own any of the holy trinity of $KRMN $KTOS $AVAV after dumping the latter [--] earlier this week and this is my favorite of the [--] so I want to have something there unless the chart breaks down. Smaller position. $KRMN filled the entire gap on blockbuster [----] earnings guidance Could just be tired. I'm wary of all the gaps and relative weakness in $KTOS $AVAV right now https://t.co/YcsJkKSnMZ $KRMN filled the entire gap"  
[X Link](https://x.com/fundmyfund/status/2014372884974629202)  2026-01-22T16:21Z [----] followers, [----] engagements


"Red headed (not red hair don't care) step child $AIRO still cannot get going Hot sector it should be flying (pun intended) Ask @BlackScholesMan about that Don't talk about $AIRO much as it's the red headed stepchild (no offense to red headed stepchildren) of drones as one of the worst IPOs of [----] but has begun to move with the sector https://t.co/88HXisTYnG Don't talk about $AIRO much as it's the red headed stepchild (no offense to red headed stepchildren) of drones as one of the worst IPOs of [----] but has begun to move with the sector https://t.co/88HXisTYnG"  
[X Link](https://x.com/fundmyfund/status/2014377518195998967)  2026-01-22T16:40Z [----] followers, [----] engagements


"Went to a lot of cash yest pre TACO but those breadth measures say we should still be ok so trying to find some new ideas $HSAI has about 2.5% risk to the [--] ema. A dirty algo would run stops back below the [--] ema to shake people out and then let it run so that's a scenario but nice defined stop loss with a coiling chart. Also like how it acted yesterday when growth stonks got punished and how the daily ranges are not severe i.e. no -9% intraday loss like some of the things I own. [--] ema should be at the upper orange line soon so would help define risk even better. Giving it a whirl. $HSAI"  
[X Link](https://x.com/fundmyfund/status/2014389478840848391)  2026-01-22T17:27Z [----] followers, [----] engagements


"$ISSC looks to be ok - algos did a quick undercut of [--] ema and we are back into range. Half the job nowadays is trying to think like an algo and what they would do to make your life miserable. Undercut of TODAY's low is now an excellent spot to depart the scene go forward. $ISSC today's wart - sitting on [--] ema Needs to hold it or out shortly Defense is getting rotated out of a bit here. $KTOS $AVAV etc https://t.co/CowqUyfMd4 $ISSC today's wart - sitting on [--] ema Needs to hold it or out shortly Defense is getting rotated out of a bit here. $KTOS $AVAV etc https://t.co/CowqUyfMd4"  
[X Link](https://x.com/fundmyfund/status/2014393262618935503)  2026-01-22T17:42Z [----] followers, [---] engagements


"IF you are jumping into $METC as a choice for your rare earth exposure I'd recommend reading the linked story. It's fine as a coal company but when this much smoke is around a story wouldn't bother. There are [--] names in the industry and right now most are starting to trade in tandem like they did early Oct [--]. Very interesting deep dive into $METC rare earth claims and @WolfpackReports short campaign vs the company. Sounds like Wolfpack is the real deal. Ramacos Rare Earth Claims Draw Fierce Scrutiny From Geologists Short-Sellers https://t.co/czVr2TrPck Very interesting deep dive into $METC"  
[X Link](https://x.com/fundmyfund/status/2014676297264324651)  2026-01-23T12:27Z [----] followers, [---] engagements


"$ISSC exiting for now - flat. Will attempt it if it breaks out over top orange. Looks like it needs more time to build a base or could roll over. Has MACD negative cross which I am trying to use more this year to see if it helps (so far so good) $ISSC looks to be ok - algos did a quick undercut of [--] ema and we are back into range. Half the job nowadays is trying to think like an algo and what they would do to make your life miserable. Undercut of TODAY's low is now an excellent spot to depart the scene go forward. https://t.co/WykuoJp26x $ISSC looks to be ok - algos did a quick undercut of 9"  
[X Link](https://x.com/fundmyfund/status/2014718011467338022)  2026-01-23T15:13Z [----] followers, [---] engagements


"Exiting $HSAI with the 2.5% loss mentioned yesterday when tried the trade. Will revisit if it reclaims upper orange Still has a nice inverse H&S pattern overall Went to a lot of cash yest pre TACO but those breadth measures say we should still be ok so trying to find some new ideas $HSAI has about 2.5% risk to the [--] ema. A dirty algo would run stops back below the [--] ema to shake people out and then let it run so that's a scenario but https://t.co/jHxAuhnxWz Went to a lot of cash yest pre TACO but those breadth measures say we should still be ok so trying to find some new ideas $HSAI has about"  
[X Link](https://x.com/fundmyfund/status/2014760026942972092)  2026-01-23T17:59Z [----] followers, [----] engagements


"$KRMN exit for safety reasons. paper cut loss as I entered off the [--] ema. Position was small and put on yesterday. Today was a big rotation day and I don't need to be involved in any confusion. If we go back to small caps next week and defense is back en vogue can re-engage. If its going to be $MAGS and space and rare earth like today can re-engage. Main thing is have the capital safe and secured. TRADr not HOLDr talk I put a bit of $KRMN on at the gap fill. Trading vs the [--] ema (which it broke yest) All the gaps make me wary but this is co is a beast. Willing to give it a bit of rope. I"  
[X Link](https://x.com/fundmyfund/status/2014793548365787210)  2026-01-23T20:13Z [----] followers, [---] engagements


"Go full port in Korea they said. $EWY $KORU They like Korea $EWY Didn't realize it had a levered ETF til today $KORU https://t.co/ROaW06gKgI They like Korea $EWY Didn't realize it had a levered ETF til today $KORU https://t.co/ROaW06gKgI"  
[X Link](https://x.com/fundmyfund/status/2014799041507557396)  2026-01-23T20:34Z [----] followers, [----] engagements


"$NTR $CF Fertilizer things broke out recently Fertilizer economy $ICL $NTR https://t.co/BEOXFBtZmD Fertilizer economy $ICL $NTR https://t.co/BEOXFBtZmD"  
[X Link](https://x.com/fundmyfund/status/2015069705573417151)  2026-01-24T14:30Z [----] followers, [----] engagements


"Wow congrats $USAR peeps - may your grift spread to all of us. Have $MP (hasn't done anything) $UURAF (done good) and added $TMQ $LAR (lithium) Fri so hopefully it helps ************* The Trump administration is taking a 10% stake in USA Rare Earth as part of a $1.6 billion debt-and-equity investment package aimed at helping the company develop a domestic mine and magnet facility two sources familiar with the deal told Reuters. The deal and a separate $1 billion private investment will be unveiled on Monday and Oklahoma-based USA Rare Earth will host a morning conference call with investors"  
[X Link](https://x.com/fundmyfund/status/2015471482940322208)  2026-01-25T17:07Z [----] followers, [----] engagements


"$ENLT impressed all week How to find new winners part [--]. Today in the midst of all the silver and gold winners pre mkt is $ENLT . Never heard of it. Check chart. Oh. Well time to put at top of watch list. Cursory [--] min look says right up my alley. Next: Become expert on $ENLT by end of week. https://t.co/3B8vwRiHw9 How to find new winners part [--]. Today in the midst of all the silver and gold winners pre mkt is $ENLT . Never heard of it. Check chart. Oh. Well time to put at top of watch list. Cursory [--] min look says right up my alley. Next: Become expert on $ENLT by end of week."  
[X Link](https://x.com/fundmyfund/status/2015477545232212019)  2026-01-25T17:31Z [----] followers, [---] engagements


"@OndasInvestor @GnarlyGainz I dont love $AIRO and $UAVS seems way behind the bell curve The cultish behavior of the investor base is a bit turn offy to me"  
[X Link](https://x.com/fundmyfund/status/2015641369017020520)  2026-01-26T04:22Z [----] followers, [---] engagements


"Loose flag for this one would like to see it tighten up with less daily range $NEOG $NEOG if this could sit for another week and let MAs move up could be interesting https://t.co/J4AXy11ysu $NEOG if this could sit for another week and let MAs move up could be interesting https://t.co/J4AXy11ysu"  
[X Link](https://x.com/fundmyfund/status/2015792880095293686)  2026-01-26T14:24Z [----] followers, [---] engagements


"I have *not* added to $DPRO long term calls as it came in with the worst chart of the bunch (I am excluding $UAVS $AIRO and those but the ones I focus on) And even today the worst performer. Something not sitting right with someone at this point per the chart. The others were acting much better up til last Wednesday. Also I think they are a few quarters behind the other names of interest in the space based on this interview. Maybe [--] quarters behind say $RCAT . Guestimate. First guidance I've ever heard from Cameron. $DPRO It sounds like $50M in "orders" and $20M in revenue (at least that's"  
[X Link](https://x.com/fundmyfund/status/2015802775704154283)  2026-01-26T15:03Z [----] followers, [----] engagements


"$KRMN great action here I left Friday for safety reasons but watching with hawk eye. One of my favs $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and adjusted EBITDA between $205 million and $215 million $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and"  
[X Link](https://x.com/fundmyfund/status/2015819184341389622)  2026-01-26T16:08Z [----] followers, [---] engagements


"$ESLT doesn't care about your potential US govt shutdown worries. This and $KRMN very impressive today. Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to go the track window and place your bets. Which pony actually runs you https://t.co/eOoeeumAFS Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to"  
[X Link](https://x.com/fundmyfund/status/2015843175391232319)  2026-01-26T17:44Z [----] followers, [----] engagements


"Some randoms holding up - non metals $MAIA I missed this one; last Tuesday was the entry point. Impressive stuff"  
[X Link](https://x.com/fundmyfund/status/2015861802806939676)  2026-01-26T18:58Z [----] followers, [---] engagements


"$HSAI stop losses can help you. 2.5% loss Fri vs . well .this today. Exiting $HSAI with the 2.5% loss mentioned yesterday when tried the trade. Will revisit if it reclaims upper orange Still has a nice inverse H&S pattern overall https://t.co/F3IGkVmnRk Exiting $HSAI with the 2.5% loss mentioned yesterday when tried the trade. Will revisit if it reclaims upper orange Still has a nice inverse H&S pattern overall https://t.co/F3IGkVmnRk"  
[X Link](https://x.com/fundmyfund/status/2015878774953300425)  2026-01-26T20:05Z [----] followers, [---] engagements


"$FLY dangerous environment for your capital right now. Seeing a lot of damage. We're not in Kansas anymore. The indexes are the indexes but when rando growth stock is down 12-16% and there are [---] of them that's not a conducive environment. The [---] day has been defeated $FLY https://t.co/0s0hJXp5Zj The [---] day has been defeated $FLY https://t.co/0s0hJXp5Zj"  
[X Link](https://x.com/fundmyfund/status/2015879504246223007)  2026-01-26T20:08Z [----] followers, [----] engagements


"$KRKNF and $OPTX probably the [--] most impressive high growth supplier type names in terms of action today. Palmer people. Then $KRMN which just upped it's guidance bigly last week"  
[X Link](https://x.com/fundmyfund/status/2015975282637754636)  2026-01-27T02:28Z [----] followers, [----] engagements


"$DPRO extremely poor action. Worst of the ones I care much about (I don't follow $AIRO or $UAVS closely) I got rid of even my Jan 27s here as the action was so bad. I will focus on Jan 28s at some point to store away for very long term but the assumption here is I am going to be able to acquire those at lower prices. Zero rush on this one. $DPRO failed its breakout level today. Lagged on the way up and leading on the way down. Poor. https://t.co/AjocOSR3PI $DPRO failed its breakout level today. Lagged on the way up and leading on the way down. Poor. https://t.co/AjocOSR3PI"  
[X Link](https://x.com/fundmyfund/status/2016127905810571621)  2026-01-27T12:35Z [----] followers, [----] engagements


"$AIRO is actually doing "ok". I will be curious if it is one of the [--] vendors for drone dominance. Red headed (not red hair don't care) step child $AIRO still cannot get going Hot sector it should be flying (pun intended) Ask @BlackScholesMan about that https://t.co/bJtUXj2wVE Red headed (not red hair don't care) step child $AIRO still cannot get going Hot sector it should be flying (pun intended) Ask @BlackScholesMan about that https://t.co/bJtUXj2wVE"  
[X Link](https://x.com/fundmyfund/status/2016128266801742021)  2026-01-27T12:36Z [----] followers, [---] engagements


"$KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have all the M&A activity in my estimates) just last week. This is a quite acquisitive company. Completely slept on. Hasn't rolled over like $AVAV did and $KTOS sort of is doing. Feel like I need to be back in this one shortly. $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and adjusted EBITDA between $205 million"  
[X Link](https://x.com/fundmyfund/status/2016130789495198039)  2026-01-27T12:46Z [----] followers, [----] engagements


"Looks like $KRMN got in that same deal as $RDW did No guarantee of revenue πŸ€·β™‚ $KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have all the M&A activity in my estimates) just last week. This is a quite acquisitive company. Completely slept on. Hasn't rolled over like $AVAV did and $KTOS https://t.co/tFpvgwV9KB $KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have all the M&A activity in my estimates) just last week. This is a quite acquisitive company. Completely"  
[X Link](https://x.com/fundmyfund/status/2016154593281953901)  2026-01-27T14:21Z [----] followers, [----] engagements


"No mention of it. They are a very non promotional company. I have scoured relentlessly for 3/4 of a year to find CEO interviews etc. Run into a lot of brick walls. $KRMN This award supports the Department of Wars objectives to expand the munitions industrial base bolster supply chain resiliency and increase domestic production in strategic priority areas. This award will accelerate missile production by increasing capacity across key nodes of https://t.co/tLA6xCh9G4 This award supports the Department of Wars objectives to expand the munitions industrial base bolster supply chain resiliency"  
[X Link](https://x.com/fundmyfund/status/2016155060204442071)  2026-01-27T14:23Z [----] followers, [---] engagements


"$MAIA dang girl Some randoms holding up - non metals $MAIA I missed this one; last Tuesday was the entry point. Impressive stuff. https://t.co/qmwboJEoEJ Some randoms holding up - non metals $MAIA I missed this one; last Tuesday was the entry point. Impressive stuff. https://t.co/qmwboJEoEJ"  
[X Link](https://x.com/fundmyfund/status/2016158724075696501)  2026-01-27T14:37Z [----] followers, [---] engagements


"$ACMR bounce off [--] ema China is getting some rotation. Semi equip boom play as China competes with USA A superficial look shows $ACMR is a Chinese way to play the semi boom as they look to produce chips in country in the AI race. Maybe there is more to that but haven't dug deep enough. Whatever the case need to be watching this one more in the year ahead as it's been one of https://t.co/W05JCnZNBs A superficial look shows $ACMR is a Chinese way to play the semi boom as they look to produce chips in country in the AI race. Maybe there is more to that but haven't dug deep enough. Whatever the"  
[X Link](https://x.com/fundmyfund/status/2016162846917234727)  2026-01-27T14:54Z [----] followers, [----] engagements


"Maybe some $SKYT monies rotating into $GFS although not the same type of co - same theme Or maybe a future recipient of taxpayer largesse. $GFS short at 21-ish ema profit https://t.co/5XAnsbIj8W $GFS short at 21-ish ema profit https://t.co/5XAnsbIj8W"  
[X Link](https://x.com/fundmyfund/status/2016165719235236348)  2026-01-27T15:05Z [----] followers, [---] engagements


"$HUYA More china $ATAT $MNSO $HUYA smaller Chinese burritos just flying $ATAT $MNSO $HUYA smaller Chinese burritos just flying"  
[X Link](https://x.com/fundmyfund/status/2016167053938368925)  2026-01-27T15:10Z [----] followers, [---] engagements


"My [--] biotech $AXSM Doing nothing wrong $AXSM Working so far since last week https://t.co/82v65YJncs $AXSM Working so far since last week https://t.co/82v65YJncs"  
[X Link](https://x.com/fundmyfund/status/2016173834416574648)  2026-01-27T15:37Z [----] followers, [----] engagements


"These guys are getting a new contract every 3rd day sheesh $ESLT Flagging after a monster move. Could we get a stonk split for those of us in brokerages without fractional shares Also a ticker symbol change to $ELBT The Israel Ministry of Defense (@Israel_MOD ) announced a new multiyear procurement agreement for airmunitions from Elbit Systems valued at approximately $183M. Issued by the IMODs Defense Procurement Directorate this order will expand Israels defense industrial base and https://t.co/UxRfqbJ3U2 The Israel Ministry of Defense (@Israel_MOD ) announced a new multiyear procurement"  
[X Link](https://x.com/fundmyfund/status/2016215472329379986)  2026-01-27T18:23Z [----] followers, [----] engagements


"It's a weekday that ends in a -y. Thus $ENLT will be up. I probably should be taking this co more seriously in terms of digging into it based on how teflon the stock is acting $ENLT Enlight Renewable Energy is a leading next-generation global renewable energy platform. We develop greenfield projects and generate power across the key https://t.co/VeutVgv0Bi I probably should be taking this co more seriously in terms of digging into it based on how teflon the stock is acting $ENLT Enlight Renewable Energy is a leading next-generation global renewable energy platform. We develop greenfield"  
[X Link](https://x.com/fundmyfund/status/2016219907814248650)  2026-01-27T18:41Z [----] followers, [---] engagements


"$NEOG starting to go today. Never got in as the flag was a bit loose. But all sorts of relative strength past week. Loose flag for this one would like to see it tighten up with less daily range $NEOG https://t.co/nsspAWibkb Loose flag for this one would like to see it tighten up with less daily range $NEOG https://t.co/nsspAWibkb"  
[X Link](https://x.com/fundmyfund/status/2016220261507358808)  2026-01-27T18:42Z [----] followers, [----] engagements


"$ELVN still watching $ELVN new one; flagging after a huge move https://t.co/7TnMRfqgFb $ELVN new one; flagging after a huge move https://t.co/7TnMRfqgFb"  
[X Link](https://x.com/fundmyfund/status/2016484997863989755)  2026-01-28T12:14Z [----] followers, [---] engagements


"Less known defense name $MRCY Earnings next week tho"  
[X Link](https://x.com/fundmyfund/status/2016485276940444067)  2026-01-28T12:15Z [----] followers, [---] engagements


"$UMC Taiwan foundry play - been running hard. Down 10% on earnings. Can't really trade it easily in US due to all the gaps. Overview Taiwan semiconductor foundry's Q4 revenue rose 2.4% yr/yr supported by 22/28nm business growth Earnings per share for Q4 were NT$0.81 with net income at NT$10.06 billion Company completed new Singapore facility boosting capacity and technology investments Outlook UMC expects firm wafer demand in Q1 [----] Company anticipates growth from 22nm platforms and new solutions in [----] UMC sees advanced packaging and silicon photonics as growth catalysts Result Drivers"  
[X Link](https://x.com/fundmyfund/status/2016490520470561050)  2026-01-28T12:36Z [----] followers, [---] engagements


"I was today years old when I learned there is a stock with stock symbol $PURR so that's going to be an issue with I post Red Cat posts"  
[X Link](https://x.com/fundmyfund/status/2016513638933164181)  2026-01-28T14:08Z [----] followers, [---] engagements


"If you love Argentinian banks as much as I do the breakout for $BBAR was Friday. I missed it Argentina stonks on fire this morn $GGAL $BBAR $SUPV $YPF $CRESY Argentina stonks on fire this morn $GGAL $BBAR $SUPV $YPF $CRESY"  
[X Link](https://x.com/fundmyfund/status/2016514357564178801)  2026-01-28T14:11Z [----] followers, [---] engagements


"Make sure you know your earnings dates well. Been stalking this one a few weeks and was miffed at the breakout yesterday but it was too close to earnings to try $APH Now down 13% in pre. Let's see if buyers come in later in the day. ************** Amphenol posted fourth-quarter earnings and sales that topped consensus views and issued a solid outlook for the current quarter. Shares sank anyway. Before the opening bell Wednesday Amphenol reported adjusted earnings of [--] cents a share from sales of $6.4 billion outstripping Wall Street's forecasts. Analysts tracked by FactSet expecting adjusted"  
[X Link](https://x.com/fundmyfund/status/2016517011245809781)  2026-01-28T14:21Z [----] followers, [----] engagements


"We are all Anduril suppliers or Nvidia partners. All of us. $OPTX Go on. $OPTX https://t.co/PREbhJI2eA Go on. $OPTX https://t.co/PREbhJI2eA"  
[X Link](https://x.com/fundmyfund/status/2016522261004419097)  2026-01-28T14:42Z [----] followers, [----] engagements


"Live look at $DPRO investors. $DPRO extremely poor action. Worst of the ones I care much about (I don't follow $AIRO or $UAVS closely) I got rid of even my Jan 27s here as the action was so bad. I will focus on Jan 28s at some point to store away for very long term but the assumption here is I am going to https://t.co/VjNJOFfmTZ $DPRO extremely poor action. Worst of the ones I care much about (I don't follow $AIRO or $UAVS closely) I got rid of even my Jan 27s here as the action was so bad. I will focus on Jan 28s at some point to store away for very long term but the assumption here is I am"  
[X Link](https://x.com/fundmyfund/status/2016530314718327223)  2026-01-28T15:14Z [----] followers, [----] engagements


"Some smart people really like this name $MOB Haven't done deep dive For technical traders just a chop fest and difficult for months. All those dark red candles are anathema to me. Right now only for HOLDrs not TRADrs @AktienAkademie I feel like multiple people have told me about that one but I never looked at it. Who is the $MOB expert on here lol @AktienAkademie I feel like multiple people have told me about that one but I never looked at it. Who is the $MOB expert on here lol"  
[X Link](https://x.com/fundmyfund/status/2016538481497944368)  2026-01-28T15:46Z [----] followers, [----] engagements


"$VELO already down 5% in pre - b/c that's how she rolls. 5% $VELO = 0.3% for a normal stonk"  
[X Link](https://x.com/fundmyfund/status/2016880333342318822)  2026-01-29T14:25Z [----] followers, [---] engagements


"$VELO already down 5% in pre - b/c that's how she rolls. 5% move in $VELO = 0.2% for a normal stonk. I'm back - moderate size for now rather than usual $VELO Let's see what tomm brings. Have to put wider stops on this one due to its crazy volatility. Over upper orange and can size up some. BOTTLENECKS https://t.co/ZLs9HiFlA5 I'm back - moderate size for now rather than usual $VELO Let's see what tomm brings. Have to put wider stops on this one due to its crazy volatility. Over upper orange and can size up some. BOTTLENECKS https://t.co/ZLs9HiFlA5"  
[X Link](https://x.com/fundmyfund/status/2016880487633981903)  2026-01-29T14:25Z [----] followers, [----] engagements


"$DPRO lost in space. Live look at $DPRO investors. https://t.co/thPkKUNB56 Live look at $DPRO investors. https://t.co/thPkKUNB56"  
[X Link](https://x.com/fundmyfund/status/2016883544367263944)  2026-01-29T14:38Z [----] followers, [----] engagements


"$UMAC 3rd touch of [--] ema. Remains very vulnerable in my eyes technically. Those [--] candles marked with the orange arrows were the warning shots as noted at the time. It's a probability game not a prediction game. Same thoughts as below - [--] different setups. $LPTH $UMAC have complicated charts BUT $LPTH fell so much (50% retrace in [--] days) you could squeeze a quickie oversold bounce trade in there off [--] day. I did. (also accumulated some long term LEAPs) Now that trade is over and Same thoughts as below - [--] different setups. $LPTH $UMAC have complicated charts BUT $LPTH fell so much (50%"  
[X Link](https://x.com/fundmyfund/status/2016893589041643859)  2026-01-29T15:17Z [----] followers, [----] engagements


"Did some $GLL this morning before the open Inverse gold $GLD I am already selling it because parabolic moves are scary. Quick snipe - At some point that thing is going to run 40-50% easy. See linked post. @Braczyy The $GLL has begun @Braczyy The $GLL has begun"  
[X Link](https://x.com/fundmyfund/status/2016894104840352080)  2026-01-29T15:20Z [----] followers, [----] engagements


"$ASYS [--] ema touch on the flush today. Would have bought in a better market with a beautiful tight spot to place stop. Earnings a week from today - semi equip $ASYS what a move. Too late to chase. These semi equip names have been a thing. https://t.co/aWqzNNQE5P $ASYS what a move. Too late to chase. These semi equip names have been a thing. https://t.co/aWqzNNQE5P"  
[X Link](https://x.com/fundmyfund/status/2016913414497382551)  2026-01-29T16:36Z [----] followers, [---] engagements


"$KRMN only fell to the [--] ema on today's mkt puke MACD might be a consider soon. Trying to incorporate that secondary marker more into trading this year and so far found it helpful. $KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have all the M&A activity in my estimates) just last week. This is a quite acquisitive company. Completely slept on. Hasn't rolled over like $AVAV did and $KTOS https://t.co/tFpvgwV9KB $KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have"  
[X Link](https://x.com/fundmyfund/status/2016914857077907623)  2026-01-29T16:42Z [----] followers, [----] engagements


"Too many dark red candles past [--] months for these eyes $MOB Some smart people really like this name $MOB Haven't done deep dive For technical traders just a chop fest and difficult for months. All those dark red candles are anathema to me. Right now only for HOLDrs not TRADrs https://t.co/oQKzDHerxg Some smart people really like this name $MOB Haven't done deep dive For technical traders just a chop fest and difficult for months. All those dark red candles are anathema to me. Right now only for HOLDrs not TRADrs https://t.co/oQKzDHerxg"  
[X Link](https://x.com/fundmyfund/status/2016915284452311319)  2026-01-29T16:44Z [----] followers, [---] engagements


"Exited $AXSM due to warning shots across market and wanting more cash. Small gains. It's not doing anything wrong. They did a quick undercut this morning on my one bio $AXSM This is now an excellent level to stop out against go forward. Either that is an U&R to run stops or first sign of material weakness. I'll be out below $180 This really hasn't done anything wrong but it's not doing https://t.co/J7aMXOXzo2 They did a quick undercut this morning on my one bio $AXSM This is now an excellent level to stop out against go forward. Either that is an U&R to run stops or first sign of material"  
[X Link](https://x.com/fundmyfund/status/2016932049089700281)  2026-01-29T17:50Z [----] followers, [---] engagements


"Welp that explains it. $CPSH I've initiated positions in $CPSH as a US AlSiC pure play chokepoint. They represent 25% of the near-term semi-grade AlSiC market. Their customers: - U.S. Navy (War) - U.S. Army (War) - U.S. Dept. of Energy (Energy / Nuclear) - U.S. Space Force / NASA (Space) - Lockheed https://t.co/9YP5kSGIny I've initiated positions in $CPSH as a US AlSiC pure play chokepoint. They represent 25% of the near-term semi-grade AlSiC market. Their customers: - U.S. Navy (War) - U.S. Army (War) - U.S. Dept. of Energy (Energy / Nuclear) - U.S. Space Force / NASA (Space) - Lockheed"  
[X Link](https://x.com/fundmyfund/status/2016937374714876073)  2026-01-29T18:11Z [----] followers, [----] engagements


"15 min chart of $CPSH showing lemmings in their natural habitat Welp that explains it. $CPSH Welp that explains it. $CPSH"  
[X Link](https://x.com/fundmyfund/status/2016938774622580913)  2026-01-29T18:17Z [----] followers, [---] engagements


"$UCTT sticking out like sore thumb Ultra Clean Holdings Inc. is a leading developer and supplier of critical subsystems components parts and ultra-high purity cleaning and analytical services primarily for the semiconductor industry. Under its Products division UCT offers its customers an integrated outsourced solution for major subassemblies improved design-to-delivery cycle times design for manufacturability prototyping and high-precision manufacturing. Under its Services Division UCT offers its customers tool chamber parts cleaning and coating as well as micro-contamination analytical"  
[X Link](https://x.com/fundmyfund/status/2016958566196773327)  2026-01-29T19:36Z [----] followers, [----] engagements


"Semi equip / supply chain is right behind memory / storage in tech themes $ENTG"  
[X Link](https://x.com/fundmyfund/status/2016959950778417397)  2026-01-29T19:41Z [----] followers, [---] engagements


"@spacanpanman Don't $SKYT me Elon"  
[X Link](https://x.com/fundmyfund/status/2016966169882755561)  2026-01-29T20:06Z [----] followers, [---] engagements


"$YSS Any of you peeps an expert on this one York Space starts trading at $38 per share as CEO touts 'Golden Dome' potential https://cnb.cx/4c0F6fN https://cnb.cx/4c0F6fN"  
[X Link](https://x.com/fundmyfund/status/2016972887933038762)  2026-01-29T20:33Z [----] followers, [---] engagements


"$UMAC is wicking over the [--] ema to create false hope than rolling over. At [--] ema for 3rd time. I am uber bullish on this mid to longer term but near term it feels a bit ahead of its skis. Q4 [--] is probably $4.5-$5M revenue which is fine but this 180% type gain is pricing in for the longer term. Would love to see a falter to mid $12s or $11 (50 or [---] day) in the weeks ahead to layer in some [--] and [--] LEAPs. This is going to be a back half of [----] story methinks not necessarily a "now" story. Posted the financial model in my highlights tab. Nothing to do here at the moment but wait. $UMAC 3rd"  
[X Link](https://x.com/fundmyfund/status/2017242015356866564)  2026-01-30T14:22Z [----] followers, [----] engagements


"$UMAC broke to new lows of the week. This pleases me. I probably should be short while I wait for lower prices to build the position back up but I don't want to make it complicated. $UMAC is wicking over the [--] ema to create false hope than rolling over. At [--] ema for 3rd time. I am uber bullish on this mid to longer term but near term it feels a bit ahead of its skis. Q4 [--] is probably $4.5-$5M revenue which is fine but this 180% type gain is pricing in https://t.co/6moQrTm0Xj $UMAC is wicking over the [--] ema to create false hope than rolling over. At [--] ema for 3rd time. I am uber bullish on"  
[X Link](https://x.com/fundmyfund/status/2017251158729904164)  2026-01-30T14:58Z [----] followers, [----] engagements


"$ESLT could have its first close below [--] ema since first day of Dec. I wish they would split the stock for those of us in brokerages without fractional shares. These guys are getting a new contract every 3rd day sheesh $ESLT Flagging after a monster move. Could we get a stonk split for those of us in brokerages without fractional shares Also a ticker symbol change to $ELBT https://t.co/hSKDwKZIkt These guys are getting a new contract every 3rd day sheesh $ESLT Flagging after a monster move. Could we get a stonk split for those of us in brokerages without fractional shares Also a ticker symbol"  
[X Link](https://x.com/fundmyfund/status/2017267668370284554)  2026-01-30T16:04Z [----] followers, [---] engagements


"It was just like my opinion man. A few days early but we are starting to see 'space' beginning to roll in earnest now $FLY $VOYG $SIDU $LUNR $RKLB $PL $ASTS looked great today at open but looks in the midst of a topping tail which can be a sign of exhaustion. I will still give myself credit if this continues for a few weeks even though I was [--] hours early. Good enough for government work. Likely a screen name change in the offing this weekend. Space stuff is looking tired to me but yeah well that's just like my opinion man. $RKLB $LUNR $ASTS $SIDU $VOYG $FLY https://t.co/qJuI9cuZY7 Space"  
[X Link](https://x.com/fundmyfund/status/2017291571494809899)  2026-01-30T17:39Z [----] followers, [----] engagements


"Wanted to see how $ERAS did once the guy with the scythe to the scene showed up. Apparently it thinks it is $MU or $SNDK Impressive Buy stock symbols that TSwift names her concert tours after they told me. I should have listened. $ERAS https://t.co/75IGyP2Txx Buy stock symbols that TSwift names her concert tours after they told me. I should have listened. $ERAS https://t.co/75IGyP2Txx"  
[X Link](https://x.com/fundmyfund/status/2017291972080214103)  2026-01-30T17:41Z [----] followers, [----] engagements


"Remain impressed with this one $NEOG Again if they pull the rug on the indexes almost everything will go (aside $SNDK and $MU of course) but just looking at things day by day $NEOG starting to go today. Never got in as the flag was a bit loose. But all sorts of relative strength past week. https://t.co/EONSzZDIPE $NEOG starting to go today. Never got in as the flag was a bit loose. But all sorts of relative strength past week. https://t.co/EONSzZDIPE"  
[X Link](https://x.com/fundmyfund/status/2017295472218513524)  2026-01-30T17:54Z [----] followers, [---] engagements


"➑38.2% $RCAT ➑50% $LPTH* $UMAC $ONDS ➑61.8% none of the above ➑Don't ask $DPRO ➑The first rule of Fight club $UAVS Now we're cooking with gas *slightly more in fact"  
[X Link](https://x.com/fundmyfund/status/2017425272539156756)  2026-01-31T02:30Z [----] followers, [----] engagements


"$IONQ in some real trouble here ; $SKYT investors thrilled I'm sure Live look at the number of pleased $SKYT investors this morning https://t.co/3TEBo2urnl Live look at the number of pleased $SKYT investors this morning https://t.co/3TEBo2urnl"  
[X Link](https://x.com/fundmyfund/status/2017667964246343832)  2026-01-31T18:35Z [----] followers, [----] engagements


"$SARK is inverse Cathie Wood $ARKK Starting to look constructive. Which ain't good. $SARK best timed ETF introduction to hit in years. (inverse $ARKK ) :D Up 30% since Nov [--] intro. $SARK best timed ETF introduction to hit in years. (inverse $ARKK ) :D Up 30% since Nov [--] intro"  
[X Link](https://x.com/fundmyfund/status/2017678225162305672)  2026-01-31T19:15Z [----] followers, [---] engagements


"@grok @grok please list each stock in the list above with YTD return Then do an equal weight average of all of them"  
[X Link](https://x.com/fundmyfund/status/2017687999836762481)  2026-01-31T19:54Z [----] followers, [---] engagements


"$BTCUSD $ETHUSD $SOLUSD et all now have mid 20s RSIs after a brutal Saturday btw -6% and -10% These RSI readings can be an opportunity for the quick. I had a nice quickie long in Nov when RSI $BTCUSD was a tad lower. Would consider a quick flip early next week if this continues. Someone check on @saylor Also this doesn't fit @fundstrat prediction of $200K $BTCUSD by Dec [--] [----]. Oh well just blame a 'glitch' and keep saying it non stop and eventually you will be right and fanboys will clap. Usually stick to rel str but I like reversion to mean trades in extreme moments as well. $BTCUSD"  
[X Link](https://x.com/fundmyfund/status/2017775035449037068)  2026-02-01T01:40Z [----] followers, [----] engagements


"$COHR not a great market but atm they did try to rotate back into photonics recently Photonics hot hot hot today. $COHR laughed at my bearish double top on an upgrade. https://t.co/rgcElfphfk Photonics hot hot hot today. $COHR laughed at my bearish double top on an upgrade. https://t.co/rgcElfphfk"  
[X Link](https://x.com/fundmyfund/status/2017992840157257979)  2026-02-01T16:06Z [----] followers, [----] engagements


"$GLW $CIEN $GLW up on $META deal. Photonics Already has big $AAPL deal Doesn't get the headlines due to lack of being lower in the supply chain but it's probably going to have a really nice half decade ahead. ******** Facebook parent Meta Platforms has signed a deal to pay Gorilla https://t.co/GKomftmO0w $GLW up on $META deal. Photonics Already has big $AAPL deal Doesn't get the headlines due to lack of being lower in the supply chain but it's probably going to have a really nice half decade ahead. ******** Facebook parent Meta Platforms has signed a deal to pay Gorilla https://t.co/GKomftmO0w"  
[X Link](https://x.com/fundmyfund/status/2017994098339365306)  2026-02-01T16:11Z [----] followers, [----] engagements


"$UMAC is broken and remains vulnerable. While I want 2028s it may be too early as the next [--] quarters will still be a challenge as they staff up inventory up build up. Ahead of what should be bigly sales in back half [----]. Very different than $LPTH which is ready "now". Algos only care about today not three quarters forward on earnings reports so we will see if they are impressed with $5Mish this Q. Q3 [----] forward should be the time to shine here. Mid $12s and/or $11 are likely future probabilities here if market corrects for a multi week period. $UMAC broke to new lows of the week. This"  
[X Link](https://x.com/fundmyfund/status/2018052256311001599)  2026-02-01T20:02Z [----] followers, [----] engagements


"Sample beach balls. Can change in a moment's notice $MIRM $NEOG $OII https://twitter.com/i/web/status/2018058251590373392 https://twitter.com/i/web/status/2018058251590373392"  
[X Link](https://x.com/fundmyfund/status/2018058251590373392)  2026-02-01T20:25Z [----] followers, [----] engagements


"Potential beach balls $VIAV $VSH $ACMR Sample beach balls. Can change in a moment's notice $MIRM $NEOG $OII https://t.co/9yRD55ckHL Sample beach balls. Can change in a moment's notice $MIRM $NEOG $OII https://t.co/9yRD55ckHL"  
[X Link](https://x.com/fundmyfund/status/2018058889900577142)  2026-02-01T20:28Z [----] followers, [----] engagements


"Its the biggest discrepancy btw opportunity and current valuation I have seen in a long while and saw since September or whenever $UMAC $ONDS invested Their refusal to hand feed the lazy ass analysts (which I love) has created a massive dislocation. I sounded like a lunatic late last summer and probably not too dissimilar now. But you dont run into one of these very often. BOTTLENECKS https://twitter.com/i/web/status/2018121731215352175 https://twitter.com/i/web/status/2018121731215352175"  
[X Link](https://x.com/fundmyfund/status/2018121731215352175)  2026-02-02T00:38Z [----] followers, [---] engagements


"Inauspicious timing $ONDU $ONDG $ONDS If you bought the close of day [--] and held half your capital is gonzo. In [---] weeks. The proliferation of 2X ETFs have been a game changer for me and should be for any swing trader who is a good chart reader. @NirAoo7 But if you get the timing wrong or are not disciplined in taking quick losses they can wreck a portfolio. I am adamantly against the 5X ETFs they are trying to roll out. People will destroy themselves. And it won't take a [----] type market to do it just a normal cycle year. 1/7/2025 I am pretty good at finding ideas early. $ONDS It did fall"  
[X Link](https://x.com/fundmyfund/status/2018128416864641168)  2026-02-02T01:04Z [----] followers, [----] engagements


"Imagine a 5X $VELO ETF You could be out of the business in an afternoon. the fun thing about owning $VELO is it trades like crack https://t.co/YZhBaAnuDj the fun thing about owning $VELO is it trades like crack https://t.co/YZhBaAnuDj"  
[X Link](https://x.com/fundmyfund/status/2018128870826750396)  2026-02-02T01:06Z [----] followers, [----] engagements


"$LMT Re-reading this presser I don't feel as pressed that we will be getting a NGSRI decision soon. Also I am moving my thoughts to both $LMT & $RTX will get a portion of the contract due to govt wish for competition (good) but I'd of course like $LMT to get the bigger slice $LPTH Re-reading this presser I don't feel as pressed that we will be getting a NGSRI decision soon. Also I am moving my thoughts to both $LMT & $RTX will get a portion of the contract due to govt wish for competition (good) but I'd of course like $LMT to get the bigger slice $LPTH"  
[X Link](https://x.com/fundmyfund/status/2018131249420701975)  2026-02-02T01:15Z [----] followers, [---] engagements


"$BTCUSD I love the reversion to mean trade when it presents itself It worked latter Nov it is setting up again. $BITX Usually stick to rel str but I like reversion to mean trades in extreme moments as well. $BTCUSD returning to [--] day moving average would be +14% so $BITX +28%. [--] day has been its reversal area this month. Very rarely do you see a teen RSI in anything that doesn't have https://t.co/dskYrvLGKX Usually stick to rel str but I like reversion to mean trades in extreme moments as well. $BTCUSD returning to [--] day moving average would be +14% so $BITX +28%. [--] day has been its"  
[X Link](https://x.com/fundmyfund/status/2018137521331360091)  2026-02-02T01:40Z [----] followers, [----] engagements


"@ConnorJBates_ Ntm $OIH one of the nicest long ETFs rn if not the nicest"  
[X Link](https://x.com/fundmyfund/status/2018142912828064135)  2026-02-02T02:02Z [----] followers, [---] engagements


"When oil services is the best sector ETF it's probably not the best time to be an uber bull $OIH Think of how easy early October [--] was and (for some) the first few weeks of January. Is "now" like that Nope. Limited inventory of great setups continues 3rd weekend. Have a random group of about [--] beach balls; will monitor which survive if we have a multi week correction. Or if we turn [---] degree this week I have the names I need in hand. Tech: Photonics is starting to look https://t.co/b7IaQEw7Ss Limited inventory of great setups continues 3rd weekend. Have a random group of about [--] beach"  
[X Link](https://x.com/fundmyfund/status/2018301795324264725)  2026-02-02T12:33Z [----] followers, [----] engagements


"$MEME updated top [--] holdings $SNDK $CRML $RDW $ONDS $USAR $BE $IREN $APLD $ASTS $LITE I blame the $MEME ETF relaunch for all this struggle in tech/growth for [--] months plus. πŸ˜… Growth stonks stopped in their tracks within a week. p.s. $ASTS mob - you are now the #1 holding. Welcome to being a meme https://t.co/QOHwJqsIWK I blame the $MEME ETF relaunch for all this struggle in tech/growth for [--] months plus. πŸ˜… Growth stonks stopped in their tracks within a week. p.s. $ASTS mob - you are now the #1 holding. Welcome to being a meme https://t.co/QOHwJqsIWK"  
[X Link](https://x.com/fundmyfund/status/2018308923129057553)  2026-02-02T13:02Z [----] followers, [----] engagements


"$DPRO with some FPV partnership Draganfly Inc. an award-winning developer of drone solutions software and robotics today announced an award to provide Flex FPV Drones and Training to U.S. Air Force Special Operations Command units with partner DelMar Aerospace Corporation a leading provider of advanced uncrewed aircraft systems (UAS) training tactics techniques and procedures (TTPs) for U.S. Government customers. The partnership with DelMar brings together Draganflys operationally proven uncrewed platforms with DelMar Aerospaces expertise in delivering cutting-edge mission-relevant UAS"  
[X Link](https://x.com/fundmyfund/status/2018324698220695846)  2026-02-02T14:04Z [----] followers, [----] engagements


"If you buy stocks named after Taylor Swift tours you cannot lose - Benjamin Graham $ERAS Wanted to see how $ERAS did once the guy with the scythe to the scene showed up. Apparently it thinks it is $MU or $SNDK Impressive https://t.co/Skc19osKe0 Wanted to see how $ERAS did once the guy with the scythe to the scene showed up. Apparently it thinks it is $MU or $SNDK Impressive https://t.co/Skc19osKe0"  
[X Link](https://x.com/fundmyfund/status/2018333381222686858)  2026-02-02T14:39Z [----] followers, [----] engagements


"If $LMT wins or at least shares in a large proportion on the NGSRI contract $LPTH price potential immediately increases by $10-$20 once it gets to FRIP (which will take time since LRIP comes first) But $10-$20 on a $10 stock is. a lot. Chart has work to do but I'm a greedy buyer on any sustained dips. After nearing my "summer goal" of $16 PPS earlier this month $LPTH financial model is now much more attractive for fiscal year [----] which ends Jun [--] and is reported mid August. We now see that expanded price to sales ratio is possible despite some throwing tomatoes at me when"  
[X Link](https://x.com/fundmyfund/status/2018333849378238942)  2026-02-02T14:41Z [----] followers, [----] engagements


"$PL caution. I wise man once said RSI [--] is a very hot reading risk is increasing and wondered what was left in the gas tank after such a huge move. $PL I also said that this weekend. https://t.co/5FdBSeCtTY I wise man once said RSI [--] is a very hot reading risk is increasing and wondered what was left in the gas tank after such a huge move. $PL I also said that this weekend. https://t.co/5FdBSeCtTY"  
[X Link](https://x.com/fundmyfund/status/2018334817478168855)  2026-02-02T14:44Z [----] followers, [----] engagements


"$UMAC thru [--] day. Mid $12s would be a first target. $UMAC is broken and remains vulnerable. While I want 2028s it may be too early as the next [--] quarters will still be a challenge as they staff up inventory up build up. Ahead of what should be bigly sales in back half [----]. Very different than $LPTH which is ready "now". https://t.co/4FVKGtGXl5 $UMAC is broken and remains vulnerable. While I want 2028s it may be too early as the next [--] quarters will still be a challenge as they staff up inventory up build up. Ahead of what should be bigly sales in back half [----]. Very different than $LPTH"  
[X Link](https://x.com/fundmyfund/status/2018336694265622578)  2026-02-02T14:52Z [----] followers, [---] engagements


"$UMAC looks headed to 61.8% $RCAT to 50% $LPTH trying to fight at 50% $DPRO don't ask ➑38.2% $RCAT ➑50% $LPTH* $UMAC $ONDS ➑61.8% none of the above ➑Don't ask $DPRO ➑The first rule of Fight club $UAVS Now we're cooking with gas *slightly more in fact https://t.co/19brhqUBqH ➑38.2% $RCAT ➑50% $LPTH* $UMAC $ONDS ➑61.8% none of the above ➑Don't ask $DPRO ➑The first rule of Fight club $UAVS Now we're cooking with gas *slightly more in fact https://t.co/19brhqUBqH"  
[X Link](https://x.com/fundmyfund/status/2018338749222891598)  2026-02-02T15:00Z [----] followers, [----] engagements


"$ACMR great action off the [--] ema China. $ACMR bounce off [--] ema China is getting some rotation. Semi equip boom play as China competes with USA https://t.co/Sj0gBvFi5c $ACMR bounce off [--] ema China is getting some rotation. Semi equip boom play as China competes with USA https://t.co/Sj0gBvFi5c"  
[X Link](https://x.com/fundmyfund/status/2018342830062673939)  2026-02-02T15:16Z [----] followers, [----] engagements


"$GLW something about photonics goes here. $GLW up on $META deal. Photonics Already has big $AAPL deal Doesn't get the headlines due to lack of being lower in the supply chain but it's probably going to have a really nice half decade ahead. ******** Facebook parent Meta Platforms has signed a deal to pay Gorilla https://t.co/GKomftmO0w $GLW up on $META deal. Photonics Already has big $AAPL deal Doesn't get the headlines due to lack of being lower in the supply chain but it's probably going to have a really nice half decade ahead. ******** Facebook parent Meta Platforms has signed a deal to pay"  
[X Link](https://x.com/fundmyfund/status/2018344228426801230)  2026-02-02T15:22Z [----] followers, [---] engagements


"$ZM off the [--] ema Worth a watch not for $ZM business but for potential massive Anthropic stake. Wow nice find $ZM -- Anthropic (if accurate) $51M investment in [----] now worth $2-$4B () *************** "While we (and the market) have been primarily focused on ZM's ability to gradually reaccelerate revenue growth and capture AI opportunities the quieter hidden gem might https://t.co/sMjXFTflCg Wow nice find $ZM -- Anthropic (if accurate) $51M investment in [----] now worth $2-$4B () *************** "While we (and the market) have been primarily focused on ZM's ability to gradually reaccelerate"  
[X Link](https://x.com/fundmyfund/status/2018345730180534501)  2026-02-02T15:28Z [----] followers, [---] engagements


"$AVAV all the way back to the [---] day. Wowza. That's one way to fill a gap. $AVAV Your [----] rally is now gone. 🫑 https://t.co/LOYFND47z0 $AVAV Your [----] rally is now gone. 🫑 https://t.co/LOYFND47z0"  
[X Link](https://x.com/fundmyfund/status/2018355313095725517)  2026-02-02T16:06Z [----] followers, [----] engagements


"You could have left us the damn $SKYT Instead. this $IONQ ☹ $IONQ in some real trouble here ; $SKYT investors thrilled I'm sure https://t.co/oXtAW9wrNh $IONQ in some real trouble here ; $SKYT investors thrilled I'm sure https://t.co/oXtAW9wrNh"  
[X Link](https://x.com/fundmyfund/status/2018355948788633735)  2026-02-02T16:08Z [----] followers, [----] engagements


"$PL danger will robinson Ignore if HOLDr All things eventually need a break. Aside $SNDK $PL caution. https://t.co/8U7C6DxBFe $PL caution. https://t.co/8U7C6DxBFe"  
[X Link](https://x.com/fundmyfund/status/2018363316486168684)  2026-02-02T16:38Z [----] followers, [----] engagements


"$CRDO breaks the [---] day. Damn. I thought this was the #1 earning report of last season in terms of companies with any scale. Obviously something with $2M in sales probably did better but of anyone of more size than a typical McDonald's location. I am very curious what will come out as the cause of this or if this is just some situation like $AMPX where they sold it relentlessly for [--] months before turning it. They don't report til March. $CRDO down to [---] day. Wow. Fundamentals vs technicals. Lean latter in any argument. Case study. https://t.co/UzhswqR4NM $CRDO down to [---] day. Wow."  
[X Link](https://x.com/fundmyfund/status/2018370450053632107)  2026-02-02T17:06Z [----] followers, [----] engagements


"$VICR talk If you aren't familiar with Cerebras and $VICR you should get familiar. Cerebras is the first customer set to use $VICR 2nd gen vertical power delivery modules and Vicor is in talks with ALL OEMs and hyperscalers who make their own chips to do the same. This stock may have gone If you aren't familiar with Cerebras and $VICR you should get familiar. Cerebras is the first customer set to use $VICR 2nd gen vertical power delivery modules and Vicor is in talks with ALL OEMs and hyperscalers who make their own chips to do the same. This stock may have gone"  
[X Link](https://x.com/fundmyfund/status/2018372429874081840)  2026-02-02T17:14Z [----] followers, [----] engagements


"Still hoping for [--] more leg down crypto later this week for a reversion to mean trade. Preferably during market hours. Think I'll be going with $ETHUSD this time around if it plays out. A boy can dream. $BTCUSD I love the reversion to mean trade when it presents itself It worked latter Nov it is setting up again. $BITX https://t.co/I3Fk468ype $BTCUSD I love the reversion to mean trade when it presents itself It worked latter Nov it is setting up again. $BITX https://t.co/I3Fk468ype"  
[X Link](https://x.com/fundmyfund/status/2018428487380463797)  2026-02-02T20:57Z [----] followers, [----] engagements


"$TER Dang those some #s Explains all the strength in chip equipment and testing TERADYNE $TER Q4'25 EARNINGS HIGHLIGHTS πŸ”Ή Revenue: $1.083B (Est. $969.33M) 🟒; +44% YoY +41% QoQ πŸ”Ή Adj. EPS: $1.80 (Est. $1.36) 🟒 πŸ”Ή Semiconductor Test Rev: $883M (Est. $786M) 🟒 πŸ”Ή Product Test Revenue: $110M πŸ”Ή Robotics Revenue: $89M Q1'26 Guidance: πŸ”Ή Revenue: TERADYNE $TER Q4'25 EARNINGS HIGHLIGHTS πŸ”Ή Revenue: $1.083B (Est. $969.33M) 🟒; +44% YoY +41% QoQ πŸ”Ή Adj. EPS: $1.80 (Est. $1.36) 🟒 πŸ”Ή Semiconductor Test Rev: $883M (Est. $786M) 🟒 πŸ”Ή Product Test Revenue: $110M πŸ”Ή Robotics Revenue: $89M Q1'26"  
[X Link](https://x.com/fundmyfund/status/2018444971251224623)  2026-02-02T22:02Z [----] followers, [----] engagements


"Need to listen to myself more often $LRCX This was in $110s mid Sep. [---] months later $230s Has a 2X ETF to boot. Grrr. $LRCU $LRCX AI rerating of old tech stocks The company unveiled a breakthrough deposition tool for next-generation chips used in artificial intelligence (AI) and high-performance computing (HPC). The new tool named VECTOR TEOS 3D is engineered to address key manufacturing https://t.co/kxtjCe376H $LRCX AI rerating of old tech stocks The company unveiled a breakthrough deposition tool for next-generation chips used in artificial intelligence (AI) and high-performance computing"  
[X Link](https://x.com/fundmyfund/status/2018663527205232813)  2026-02-03T12:31Z [----] followers, [---] engagements


"Live look at $ENVX investors $ENVX pretty ominous chart Ran some numbers vs $AMPX on valuation and it's not close. This one is way more expensive and not growing as fast. https://t.co/ibPFjIygQN $ENVX pretty ominous chart Ran some numbers vs $AMPX on valuation and it's not close. This one is way more expensive and not growing as fast. https://t.co/ibPFjIygQN"  
[X Link](https://x.com/fundmyfund/status/2018691187993956839)  2026-02-03T14:20Z [----] followers, [----] engagements

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

@fundmyfund Avatar @fundmyfund πŸ¦„ Fund.Drone.DefenseTech.Photonics $LPTH $UMAC πŸ‹

πŸ¦„ Fund.Drone.DefenseTech.Photonics $LPTH $UMAC πŸ‹ posts on X about $lpth, $umac, in the, $velo the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

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  • [--] Months [---------] +638%
  • [--] Year [---------] +574%

Mentions: [---] #

Mentions Line Chart

  • [--] Week [---] -27%
  • [--] Month [-----] -1.20%
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  • [--] Year [-----] +184%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +1.50%
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CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks #5591 finance 24.22% cryptocurrencies 9.53% technology brands 5.63% countries 3.13% social networks 0.78% celebrities 0.78% exchanges 0.63% musicians 0.47% automotive brands 0.47%

Social topic influence $lpth #2, $umac #1, in the 6.72%, $velo #19, $lite #76, $lasr #6, if you 3.91%, $onds #155, $crdo #86, breakout #1302

Top accounts mentioned or mentioned by @grok @cruxcapital @skrubin @blackscholesman @connorjbates @denebulord @niraoo7 @evansall @samsaiworld @bussinbiotech @crux_capital_ @mwb741 @aktienakademie @vastcnc @oceanus23686454 @toekneecapital @d27357 @systemdaddyai @cheekybaua @stkcryptotrd

Top assets mentioned Unusual Machines, Inc (UMAC) Velo (VELO) Lumentum Holdings Inc. Common Stock (LITE) nLIGHT, Inc. Common Stock (LASR) Ondas Holdings Inc. Common Stock (ONDS) Credo Technology Group Holding Ltd (CRDO) Karman Holdings Inc (KRMN) Teradyne, Inc. (TER) Neogen Corp (NEOG) Kratos Defense & Security Solutions, Inc. (KTOS) Coherent Inc (COHR) Sandisk Corporation (SNDK) AeroVironment, Inc. (AVAV) Volatility Shs TR 2X Ether ETF (ETHU) AIRO Group Holdings, Inc. (AIRO) Bloom Energy Corporation (BE) SkyWater Technology, Inc. (SKYT) HealthSci.AI (HSAI) Elbit Systems Ltd (ESLT) Planet Labs PBC (PL) Corning Incorporated (GLW) Intuitive Machines, Inc. (LUNR) NVIDIA Corp. (NVDA) Innovative Solutions & Support (ISSC) Micron Technology, Inc. (MU) Allegro Microsystems Inc (ALGM) 1stdibs.com, Inc. (DIBS) AST SpaceMobile, Inc. Class A Common Stock (ASTS) IonQ, Inc. (IONQ) Exxon Mobil (XOM)

Top Social Posts

Top posts by engagements in the last [--] hours

"$RCAT Initial thoughts - it's been a frustrating ride for those in the stock for multiple quarters. Initial thesis is company won SRR tranche [--] I believe it was Nov [--]. The parallel was Skydio winning SRR tranche [--] Nov [--] I believe. I am going off memory and it's been a long year so don't @ me but Skydio got into LRIP in Feb [--]. So that was the expectation here for Feb [--] for RCAT. From that you estimated maybe [--] months of LRIP or give it [--] and by end of Q2 and beginning of Q3 you are in FRIP. Then you have [--] great quarters and blow the socks out the door at least hitting the bottom end of"
X Link 2025-11-14T02:13Z [----] followers, 16.3K engagements

"$JBIO doesn't care about your selloff Mid week screening $JBIO These always look easier after the fact than they are in real time Broke out . then reversed. Then [--] days tight. Then the actual breakout was Thursday. Algos are good. One of the best looking things out there now. https://t.co/BCBf6VhJ3V Mid week screening $JBIO These always look easier after the fact than they are in real time Broke out . then reversed. Then [--] days tight. Then the actual breakout was Thursday. Algos are good. One of the best looking things out there now. https://t.co/BCBf6VhJ3V"
X Link 2025-12-17T16:43Z [----] followers, [---] engagements

"$JBIO looks great - should be in this one $JBIO doesn't care about your selloff https://t.co/x0XzgCYOwC $JBIO doesn't care about your selloff https://t.co/x0XzgCYOwC"
X Link 2025-12-19T14:28Z [----] followers, [---] engagements

"$HWM comes up on my weekly screening a lot - I never get into it. Looks like it was a nice set it and forget it +70% type of return this year with little sweat aside when we were liberated in April from Biden. Howmet $HWM is buying Stanley Black & Deckers $SWK aerospace fastener unit Consolidated Aerospace Manufacturing for $1.8B cash. Howmet expects CAM to do about $485M to $495M of FY26 revenue with 20%+ adj. EBITDA margin pre-synergies and says tax benefits plus synergies put https://t.co/jJAlNm7spv Howmet $HWM is buying Stanley Black & Deckers $SWK aerospace fastener unit Consolidated"
X Link 2025-12-22T14:08Z [----] followers, [---] engagements

"$MP a close above $71 and being about to stay above would be a nice change. Been in chop zone for [--] weeks. $MPL The year is [----]. I am found in the catacombs still waiting for $MP to breakout https://t.co/6FWE68kTq9 The year is [----]. I am found in the catacombs still waiting for $MP to breakout https://t.co/6FWE68kTq9"
X Link 2026-01-26T14:16Z [----] followers, [----] engagements

"I probably should be taking this co more seriously in terms of digging into it based on how teflon the stock is acting $ENLT Enlight Renewable Energy is a leading next-generation global renewable energy platform. We develop greenfield projects and generate power across the key segments of renewable energy accelerating the energy transition toward net-zero worldwide. How to find new winners part [--]. Today in the midst of all the silver and gold winners pre mkt is $ENLT . Never heard of it. Check chart. Oh. Well time to put at top of watch list. Cursory [--] min look says right up my alley. Next:"
X Link 2026-01-26T17:47Z [----] followers, [----] engagements

"$ALGM remains a beach ball. Not in this particular one. $ALGM continued beach ball action Trying to find an entry point https://t.co/Xt7WjGmaqQ $ALGM continued beach ball action Trying to find an entry point https://t.co/Xt7WjGmaqQ"
X Link 2026-02-12T15:03Z [----] followers, [---] engagements

"@4Ak4xk @BlackScholesMan we found $AIRO drones in action"
X Link 2026-02-13T19:25Z [----] followers, [--] engagements

"Singapore $EWS bounce off [--] ABA Q1 Germany didn't get all the way to the [--] yest $EWG ABA Anywhere but America Q1 https://t.co/1FhPkTyBQC Germany didn't get all the way to the [--] yest $EWG ABA Anywhere but America Q1 https://t.co/1FhPkTyBQC"
X Link 2025-03-05T15:49Z [----] followers, [---] engagements

"$DIDIY China ride sharing"
X Link 2025-07-24T12:02Z [----] followers, [---] engagements

"First blush update on $LPTH financial model. Please note I am taking a conservative route - I do believe the co guided us to nearly $90M in sales for fiscal [----] (which ends in June) [--] weeks back. My model is not near that. Trailing price to sales just fell from [---] to [---] with this blockbuster quarter. Forward sub [--] (on my estimates) That's sad for 40% quarter YoY followed by 70% quarter YoY. Takes time to change mindset. Also the analysts are lost in space on this one as they want to be hand fed #s from execs like 99% of companies do rather than working and thinking for themselves. Anyhow."
X Link 2025-11-12T03:01Z [----] followers, 10.7K engagements

"$LPTH Q1 ER and CC Lightpath trounced earnings expectations for their Q1 [----]. The analysts are low on the #s and will continue to be as they want to be spoon fed data like 99% of companies give out. Sam and Al are not interested in that at this time; maybe it will change in time. Since these analysts are not being fed the data down their gullet they need to do actual homework and won't do enough to truly understand what is happening. I on the other hand will. Here are new things I heard in the Q1 CC vs the prior one. Keep in mind we did not get the normal [--] weeks in between earnings as"
X Link 2025-11-13T02:45Z [----] followers, 24.1K engagements

"$DPRO Q3 CC highlights The more I listen the more interesting this one becomes from a dominant manufacturer in Canada and having a near monopoly on the country's increasing defense spending as it relates to drones. The complete lack of drone industry in Canada vs the US is quite startling. Trump's policies could be a huge driver here as Canada has become protectionist in response to the trade actions of US government. Further - yes while they have a large FPV component they also have some of the large drones (7 hour flight time [---] lb carrying capacity) so there is an interesting mix of"
X Link 2025-11-13T12:11Z [----] followers, 12K engagements

"Going to start tracking $BLDP closer - same fuel cell space as $BE $FCEL but a focus on transportation things rather than say data centers like the other [--]. So doesn't quite have the same tailwinds but they did get a huge revenue spike this quarter. And their stationary business (not mobile) did get a spike of 651% (but off a tiny base) YoY to $3.8M. Like $FCEL it's been lost in the wilderness for decades. But maybe the time is now for these [--]. These are some pretty impressive metrics but they picked an awful time to report them in terms of the hate for growth right now. First really nice"
X Link 2025-11-16T16:41Z [----] followers, [----] engagements

"$BACQ brought to you by the folks who got $LUNR $USAR out into the world SPAC is a dirty world but in a relative sense at least those [--] are viable companies unlike most of the sh** @chamath hoisted upon the plebs. Did some @MerlinAero homework over weekend $BACQ AI for planes. Has a $105M contract but its very open ended and I could not tell duration or when it hits. Didn't feel like it was all in [----] or [----] but I could be wrong couldn't ascertain in the filings. But won't really https://t.co/UfqGlgyiG5 Did some @MerlinAero homework over weekend $BACQ AI for planes. Has a $105M contract but"
X Link 2025-11-18T16:31Z [----] followers, [----] engagements

"$BACQ your downside is now .60 @MerlinAero I have been acquiring $BACQR myself. $BACQ brought to you by the folks who got $LUNR $USAR out into the world SPAC is a dirty world but in a relative sense at least those [--] are viable companies unlike most of the sh** @chamath hoisted upon the plebs. $BACQ brought to you by the folks who got $LUNR $USAR out into the world SPAC is a dirty world but in a relative sense at least those [--] are viable companies unlike most of the sh** @chamath hoisted upon the plebs"
X Link 2025-11-23T15:50Z [----] followers, [----] engagements

"$DIBS Missed my limit buy this morning by .05 at the [--] ema. Bummer. $DIBS breakout out of flag. Weekend highlight https://t.co/rDZe3Y753s $DIBS breakout out of flag. Weekend highlight https://t.co/rDZe3Y753s"
X Link 2025-11-25T17:18Z [----] followers, [---] engagements

"$DIBS out to [--] week highs Missed by limit order by a nickel yesterday. Bummer but it means the process is working. $DIBS Missed my limit buy this morning by .05 at the [--] ema. Bummer. https://t.co/zs8HtDNJfa $DIBS Missed my limit buy this morning by .05 at the [--] ema. Bummer. https://t.co/zs8HtDNJfa"
X Link 2025-11-26T17:39Z [----] followers, [---] engagements

"A quick look at $LGN A @pennycheck special This is one of those no one will pay attention to and most likely in [--] years will be +100% PPS as they are not in an exciting sector. Basically HVAC piping electrical plus the associated design services for new buildings. 40% of sales are data center buildings along with a good chunk of life sciences (20%) and education (20%). They service both existing and new builds. Lower gross margin due to sector it's in @ 20%. Revenue +26% YoY last Q to $708M - annual run rate $2.8B+ They usually acquire smaller companies but just announced a massive"
X Link 2025-11-28T13:21Z [----] followers, [----] engagements

"$TDC whatever the heck they are doing the mkt is liking it Teradatas third quarter saw a positive market response with management attributing the upside to progress in annual recurring revenue and improved operating efficiency. CEO Stephen McMillan emphasized the companys acceleration in total ARR growth citing strong customer adoption of Teradatas AI and hybrid cloud offerings. The companys focus on enterprise AI workloads and hybrid deployment flexibility resonated with clients across industries while cost controls and a shift in the services business contributed to margin expansion."
X Link 2025-12-01T15:16Z [----] followers, [---] engagements

"$NRDS nice move Not in $NRDS https://t.co/3vag4TIycA $NRDS https://t.co/3vag4TIycA"
X Link 2025-12-01T17:48Z [----] followers, [---] engagements

"$DIBS continues on no one will talk about it. Missed my limit buy entry by a nickel. Annoying. $DIBS out to [--] week highs Missed by limit order by a nickel yesterday. Bummer but it means the process is working. https://t.co/2ZsvtrQNZV $DIBS out to [--] week highs Missed by limit order by a nickel yesterday. Bummer but it means the process is working. https://t.co/2ZsvtrQNZV"
X Link 2025-12-01T19:06Z [----] followers, [---] engagements

"$DIBS continues You never know which one will go like this - usually it's the one you do NOT pick tho πŸ˜… $DIBS continues on no one will talk about it. Missed my limit buy entry by a nickel. Annoying. https://t.co/RFwD8RN1y9 $DIBS continues on no one will talk about it. Missed my limit buy entry by a nickel. Annoying. https://t.co/RFwD8RN1y9"
X Link 2025-12-02T18:15Z [----] followers, [---] engagements

"$GLBE from weekend review. Quiet continuation. $GLBE b/o Monday. Overview Global-e Q3 [----] revenue grows 25% beating analyst expectations Adjusted EBITDA for Q3 [----] increases 33% year-over-year Company announces $200 mln share repurchase program Outlook Global-e raises FY [----] GMV guidance to $6.404 bln - $6.524 bln https://t.co/4ZBLESiHnn $GLBE b/o Monday. Overview Global-e Q3 [----] revenue grows 25% beating analyst expectations Adjusted EBITDA for Q3 [----] increases 33% year-over-year Company announces $200 mln share repurchase program Outlook Global-e raises FY [----] GMV guidance to $6.404"
X Link 2025-12-03T02:38Z [----] followers, [---] engagements

"As always the one you dont go heavy on goes to the moon $DIBS What a move $DIBS continues You never know which one will go like this - usually it's the one you do NOT pick tho πŸ˜… https://t.co/IG8DgCljIY $DIBS continues You never know which one will go like this - usually it's the one you do NOT pick tho πŸ˜… https://t.co/IG8DgCljIY"
X Link 2025-12-03T14:55Z [----] followers, [---] engagements

"The $AMKR $DIBS $ARWR portfolio is exactly what they said on financial entertainment TeeVee to be in Of course despite charting them went with other names myself πŸ˜… How it almost always works. Basket of [--] names - pick the other [--]. Probabilities - you can just find the setups and then you never know which ones are going to be the bangers. Furus know of course 97.7% win rate. (sign up for their $129.99 monthly discord pls) The rest of us are just left with placing bets on the ponies and hoping the ones we pick win the race. Even 2nd or 3rd place works. Got a lot of 2nds and 3rds this time"
X Link 2025-12-03T16:08Z [----] followers, [---] engagements

"$EFXT broke out a week ago Fri Then went gaga Tuesday. No clue why. Enerflex designs manufactures and supplies energy infrastructure equipment and services primarily for the natural gas industry. Their core offerings include natural gas compression gas processing and power generation systems. $EFXT https://t.co/jsDmOSc7nH $EFXT https://t.co/jsDmOSc7nH"
X Link 2025-12-13T16:46Z [----] followers, [---] engagements

"$EFXT $EFXT broke out a week ago Fri Then went gaga Tuesday. No clue why. Enerflex designs manufactures and supplies energy infrastructure equipment and services primarily for the natural gas industry. Their core offerings include natural gas compression gas processing and https://t.co/tf388Itvlu $EFXT broke out a week ago Fri Then went gaga Tuesday. No clue why. Enerflex designs manufactures and supplies energy infrastructure equipment and services primarily for the natural gas industry. Their core offerings include natural gas compression gas processing and https://t.co/tf388Itvlu"
X Link 2025-12-16T14:23Z [----] followers, [---] engagements

"$OLMA strong like ox $OLMA now it is just openly mocking me. https://t.co/iZHR9lmaxr $OLMA now it is just openly mocking me. https://t.co/iZHR9lmaxr"
X Link 2025-12-16T18:09Z [----] followers, [---] engagements

"They will regret not doing so in [--] years. $TDY $LPTH If I am FLIR I am in Orlando on a flight offering Sam $20 a share today. You have upwards of a $200M ARR company potentially in [--] years. You get the technology. You take out a competitor. If I am FLIR I am in Orlando on a flight offering Sam $20 a share today. You have upwards of a $200M ARR company potentially in [--] years. You get the technology. You take out a competitor"
X Link 2025-12-16T18:26Z [----] followers, [---] engagements

"Apparently they have solved cold fusion $BRZE $BRZE nice bounce tough sector https://t.co/GzXvD3Hpub $BRZE nice bounce tough sector https://t.co/GzXvD3Hpub"
X Link 2025-12-17T16:33Z [----] followers, [----] engagements

"$BRZE one of the [--] or so names in tech that are showing rel str Bit choppy Apparently they have solved cold fusion $BRZE https://t.co/HAZhfuVZou Apparently they have solved cold fusion $BRZE https://t.co/HAZhfuVZou"
X Link 2025-12-19T14:25Z [----] followers, [---] engagements

"$JBIO relentless $JBIO looks great - should be in this one https://t.co/mMNZVrYRrL $JBIO looks great - should be in this one https://t.co/mMNZVrYRrL"
X Link 2025-12-19T14:46Z [----] followers, [---] engagements

"We are all smart again $VERA $VERA https://t.co/vgIu7W1MRw $VERA https://t.co/vgIu7W1MRw"
X Link 2025-12-22T15:29Z [----] followers, [----] engagements

"$CARP whew she is showing a lot of leg. Feel like this one is going to go big one way or the other. $CAPR [--] weeks tight https://t.co/3EDBIRhuAO $CAPR [--] weeks tight https://t.co/3EDBIRhuAO"
X Link 2025-12-24T15:38Z [----] followers, [---] engagements

"$VERA incredible move We are all smart again $VERA https://t.co/X7UtKxVyzM We are all smart again $VERA https://t.co/X7UtKxVyzM"
X Link 2025-12-24T15:49Z [----] followers, [---] engagements

"European mega banks quietly have gone nuts $BCS"
X Link 2025-12-27T13:03Z [----] followers, [---] engagements

"$VICE one of my fav charts in entire mkt . flag for a week and now trying to break out $VICR love this tightening and being unaffected by this morning's tech weakness. Day [--] flag. It can always fail later today tomm or next week. We only have the info in front of us today. This is good info atm. https://t.co/nL3xF4TlUU $VICR love this tightening and being unaffected by this morning's tech weakness. Day [--] flag. It can always fail later today tomm or next week. We only have the info in front of us today. This is good info atm. https://t.co/nL3xF4TlUU"
X Link 2025-12-30T15:01Z [----] followers, [---] engagements

"$KVYO looks interesting although sector has lost some steam $KVYO Well it will be interesting to see if this is a [--] day algo move based on 'cheaper compute' yada yada or this is the next major space $IGV https://t.co/c04ds4DYKg $KVYO Well it will be interesting to see if this is a [--] day algo move based on 'cheaper compute' yada yada or this is the next major space $IGV https://t.co/c04ds4DYKg"
X Link 2025-12-31T15:05Z [----] followers, [----] engagements

"$KVYO last new starter for [----] I like the small range tightening and just above the [--] ema so easy less than 2% stop out if goes against me. Will add if it breaks out and out if breaks down. ATR 3.2% so won't be a wild mover. "Marketing automation" πŸ€·β™‚ ********************* Overview Klaviyo Q3 revenue grows 32% yr/yr to $310.9 mln beating analyst expectations Company raises FY25 revenue guidance to $1.215 bln-$1.219 bln indicating 30% growth Klaviyo reports net loss for Q3 despite strong revenue growth Outlook Klaviyo raises FY25 revenue guidance to $1.215 bln to $1.219 bln Company expects Q4"
X Link 2025-12-31T19:09Z [----] followers, [----] engagements

"$TYRA new to me"
X Link 2026-01-01T18:03Z [----] followers, [---] engagements

"@grok remind me of the above post 12/15/2026 Potential smaller cap doubles next [--] months $LPTH $UMAC $FEIM $RCAT $DPRO $ONDS $VELO $KOPN $AMPX $CCCX $AXTI $KRKNF"
X Link 2026-01-02T04:07Z [----] followers, [----] engagements

"$KVYO first stop of [----] secured Disappointing action fell out of this nice range Here is to many more $KVYO last new starter for [----] I like the small range tightening and just above the [--] ema so easy less than 2% stop out if goes against me. Will add if it breaks out and out if breaks down. ATR 3.2% so won't be a wild mover. "Marketing automation" πŸ€·β™‚ https://t.co/p52kDR8r2M $KVYO last new starter for [----] I like the small range tightening and just above the [--] ema so easy less than 2% stop out if goes against me. Will add if it breaks out and out if breaks down. ATR 3.2% so won't be a wild"
X Link 2026-01-02T14:47Z [----] followers, [----] engagements

"Wish I found this one Wed $TYRA $TYRA new to me https://t.co/lKy6op0Ife $TYRA new to me https://t.co/lKy6op0Ife"
X Link 2026-01-02T15:13Z [----] followers, [---] engagements

"Stop losses help. wow. $KVYO Would take this setup [---] out of [---] times. Nasty. $KVYO first stop of [----] secured Disappointing action fell out of this nice range Here is to many more https://t.co/XS9NZ4UKJM $KVYO first stop of [----] secured Disappointing action fell out of this nice range Here is to many more https://t.co/XS9NZ4UKJM"
X Link 2026-01-02T16:25Z [----] followers, [---] engagements

"$EOPSF I think that's another @BlackScholesMan special. Either he or @pennycheck . or both"
X Link 2026-01-02T18:34Z [----] followers, [---] engagements

"I don't even know what $SUIUSD is but there is a 2X ETF for it $TXXS Peak Cramerica right here"
X Link 2026-01-05T20:39Z [----] followers, [---] engagements

"Only annoyance this morning but seems to be holding in there ok now $JOBY $JOBX $JOBY sideways still ok $JOBX Below blue = bye https://t.co/3ZXI0OO3rX $JOBY sideways still ok $JOBX Below blue = bye https://t.co/3ZXI0OO3rX"
X Link 2026-01-07T17:27Z [----] followers, [---] engagements

"Don't talk about $AIRO much as it's the red headed stepchild (no offense to red headed stepchildren) of drones as one of the worst IPOs of [----] but has begun to move with the sector $AIRO like to check in once a month to see if it indeed is still a contender for worse IPO of the year. A: Yes. https://t.co/6x7iH6jCWZ $AIRO like to check in once a month to see if it indeed is still a contender for worse IPO of the year. A: Yes. https://t.co/6x7iH6jCWZ"
X Link 2026-01-08T14:18Z [----] followers, [----] engagements

"@grok $FEIM is wrong - it is about 8% Frequency Electronics is the company name"
X Link 2026-01-09T18:15Z [----] followers, [---] engagements

"$UMAC will be @ Needham Growth this week. A lot of companies owned or on primary watch list should be at this one. $OUST $ONDS $SKYT $IMSR $PLAB amongst others will be there. Nothing like a fireside chat to get the year going. ******************* Unusual Machines Inc. (NYSE American:UMAC) a leading provider of NDAA-compliant drone components will participate in the 28th Annual Needham Growth Conference on January [--] and [--] in New York City. Unusual Machines' CEO Allan Evans and COO Drew Camden will be available for one-on-one meetings with investors during the conference. Management will also"
X Link 2026-01-10T13:34Z [----] followers, [----] engagements

"$DAN has respected the [--] ema for nearly a month. Nice low key trade there $DAN auto supplier - left the station Fri https://t.co/JQxmGmsp0H $DAN auto supplier - left the station Fri https://t.co/JQxmGmsp0H"
X Link 2026-01-10T16:28Z [----] followers, [---] engagements

"$KEX broke out bigly Monday and had a strong chart even before then while market was flopping around. Quick digging finds it has some good exposure to the power generation thesis. Thought it was a transport. πŸ€·β™‚ Well I guess like $F and $FTAI we are now all either power generation or power storage companies. Power generation continues to be a strong contributor with sustained demand from data centers and industrial customers driving order growth. In the power generation market revenues grew 56% and operating income rose 96% year over year respectively owing to solid execution on backlog. $KEX"
X Link 2026-01-10T19:24Z [----] followers, [---] engagements

"Is the great housing turnaround here because dear leader told "representatives" to buy MBS So many false starts in this group for a long time. $ITB $XHB (the former is more housing stonks while the latter is more housing adjacent i.e. $HD $LOW $MAS and such) Dear leader orders the CEO of the [--] year bond to report to his office. When told there is no such CEO he tells Pulte to do something Trump orders mortgage bond purchases to lower rates. These stocks are jumping in response https://t.co/peWJcOQaXA Dear leader orders the CEO of the [--] year bond to report to his office. When told there is"
X Link 2026-01-10T19:35Z [----] followers, [----] engagements

"Been (im)patiently waiting for this to breakout $PONY $PONX $PONY day [--] sitting here on its clearance of resistance. But not "going". Still willing to sit with it but would like to see it pony up sooner rather than later $PONX https://t.co/iA05ddQxuQ $PONY day [--] sitting here on its clearance of resistance. But not "going". Still willing to sit with it but would like to see it pony up sooner rather than later $PONX https://t.co/iA05ddQxuQ"
X Link 2026-01-11T18:16Z [----] followers, [----] engagements

"$HSAI holding gains from $NVDA news $HSAI well that explains it. Shares of Chinese sensor maker Hesai Group rose sharply after the company was selected by Nvidia as a hardware partner for its autonomous-driving technology platform. The share-price gains came after Hesai said Tuesday that it was selected as a $HSAI well that explains it. Shares of Chinese sensor maker Hesai Group rose sharply after the company was selected by Nvidia as a hardware partner for its autonomous-driving technology platform. The share-price gains came after Hesai said Tuesday that it was selected as a"
X Link 2026-01-11T19:05Z [----] followers, [----] engagements

"$HSAI has come down nicely to [--] ema and volatility is reducing after the $NVDA news. Looks enticing. Let's see if it can flag a bit and then go later in the week or next. $HSAI holding gains from $NVDA news https://t.co/4c5k1mmlxl $HSAI holding gains from $NVDA news https://t.co/4c5k1mmlxl"
X Link 2026-01-12T15:34Z [----] followers, [----] engagements

"I just came back from the year [----]. I was sitting there still blankly staring at the screen waiting for the $PONY breakout. $PONX President Ivanka and Fed Reserve Chief Barron have moved to the US capital of Ottawa. It's crazy guys. Real crazy. Been (im)patiently waiting for this to breakout $PONY $PONX https://t.co/gGvGmuvyD7 Been (im)patiently waiting for this to breakout $PONY $PONX https://t.co/gGvGmuvyD7"
X Link 2026-01-12T18:52Z [----] followers, [----] engagements

"@grok @grok what are the YTD returns of each name in this list as of the current price this morning Please list each name individually and then the average of all [--] names"
X Link 2026-01-13T14:40Z [----] followers, [---] engagements

"It's the year [----] $PONY still hasn't broken out. Probably will give it to EOD then exit and wait for the breakout. $PONX I just came back from the year [----]. I was sitting there still blankly staring at the screen waiting for the $PONY breakout. $PONX President Ivanka and Fed Reserve Chief Barron have moved to the US capital of Ottawa. It's crazy guys. Real crazy. https://t.co/OENWQMCixK I just came back from the year [----]. I was sitting there still blankly staring at the screen waiting for the $PONY breakout. $PONX President Ivanka and Fed Reserve Chief Barron have moved to the US capital"
X Link 2026-01-13T14:43Z [----] followers, [----] engagements

"Interested in $ACMR but extended now The breakout turn of the year was the correct buy point. Now just need to see where it settles down at. A superficial look shows $ACMR is a Chinese way to play the semi boom as they look to produce chips in country in the AI race. Maybe there is more to that but haven't dug deep enough. Whatever the case need to be watching this one more in the year ahead as it's been one of https://t.co/W05JCnZNBs A superficial look shows $ACMR is a Chinese way to play the semi boom as they look to produce chips in country in the AI race. Maybe there is more to that but"
X Link 2026-01-13T15:16Z [----] followers, [----] engagements

"Someone mentioned this to me yest $LWLG Tiny revenue co - looks like a concept play ala $POET $ALMU but I don't know a lot about any of the [--]. $ALMU has been a beast. Traded this once. Never really looked into it. Kept it on a watch list - standing out today $LWLG Looks pre revenue (tiny rev) - some progress on design wins. *************** Lightwave Logic Inc. LWLG (the "Company") a leading provider of high-performance electro-optic https://t.co/gYHXg5Vyiw Traded this once. Never really looked into it. Kept it on a watch list - standing out today $LWLG Looks pre revenue (tiny rev) - some"
X Link 2026-01-13T19:57Z [----] followers, [----] engagements

"$ESLT off the [--] day I already hate this ticker symbol because it is not close to the actual name why not $ELBT - I am going to typo this thing each time Dang I got to watch this one closer. $ESLT $LPTH customer https://t.co/OBUP12yllf Dang I got to watch this one closer. $ESLT $LPTH customer https://t.co/OBUP12yllf"
X Link 2026-01-14T15:17Z [----] followers, [----] engagements

"$ISSC I haven't deep dived this one but watching it past few weeks and it looks right up my alley. Seems like a turnaround story plus some inorganic growth. Defense/military. Led to it by the chart. Just like a few of 2025's big winners ************* Shares of Innovative Solutions & Support climbed after the aviation-electronics company recorded higher quarterly revenue and shared a sales projection for [----]. The company has made progress on its strategic efforts which include corporate rebranding developing new products and investing in information technology and business processes to"
X Link 2026-01-14T16:03Z [----] followers, [----] engagements

"I asked in half jest Jan [--]. Allan wasn't jesting back. $UMAC Allan Evans (CEO Unusual Machines): We figure by the end of February we'll be at [-----] motors a month a shift. Given the FCC action and the Drone Dominance program we've actually already hired a second shift. We'll hire a third shift. $UMAC wen 3rd shift @evansall https://t.co/bg8OW7SdFe $UMAC wen 3rd shift @evansall https://t.co/bg8OW7SdFe"
X Link 2026-01-14T17:30Z [----] followers, [----] engagements

"We finally ready $MP $MPL $MP 2nd try thru my upper blue $MPL Very volatile day but checked back to [--] ema and bounce https://t.co/kM8svPZ9DE $MP 2nd try thru my upper blue $MPL Very volatile day but checked back to [--] ema and bounce https://t.co/kM8svPZ9DE"
X Link 2026-01-14T19:01Z [----] followers, [----] engagements

"@mrba201 The smart people say forget $DDD and $SSYS and $VELO is [--] of 1"
X Link 2026-01-14T20:22Z [----] followers, [---] engagements

"$ISSC taking a bit off here +7% in under [--] hrs. Its honest work. Started vs blue line $ISSC Should have a positive MACD cross by end of week unless it's a mouse trap tomm https://t.co/WbpXDwEB2x Started vs blue line $ISSC Should have a positive MACD cross by end of week unless it's a mouse trap tomm https://t.co/WbpXDwEB2x"
X Link 2026-01-14T20:46Z [----] followers, [----] engagements

"$LWLG holding [--] ema nicely on this breakout Not in it. @fundmyfund I did. Not a concept. Perkinamine passed the Telcordia GR-468 85/88 stress test that proves it's commercial. On stage [--] (design/prototype) with [--] Fortune [---] companies and 12-15 on stages [--] and [--]. Likely won't see revenue till [----] and it will possibly be S curve adoption so @fundmyfund I did. Not a concept. Perkinamine passed the Telcordia GR-468 85/88 stress test that proves it's commercial. On stage [--] (design/prototype) with [--] Fortune [---] companies and 12-15 on stages [--] and [--]. Likely won't see revenue till [----] and it will"
X Link 2026-01-15T18:58Z [----] followers, [----] engagements

"$HSAI out of flag post $NVDA news Not in $HSAI has come down nicely to [--] ema and volatility is reducing after the $NVDA news. Looks enticing. Let's see if it can flag a bit and then go later in the week or next. https://t.co/dVFL1Ppe8g $HSAI has come down nicely to [--] ema and volatility is reducing after the $NVDA news. Looks enticing. Let's see if it can flag a bit and then go later in the week or next. https://t.co/dVFL1Ppe8g"
X Link 2026-01-15T20:00Z [----] followers, [----] engagements

"$ALMS unrelenting *************** Shares of Alumis surged after the company announced positive top-line data from its two phase III studies ONWARD1 and ONWARD2 which evaluated its pipeline candidate envudeucitinib for treating patients with moderate-to-severe plaque psoriasis a chronic autoimmune skin disease. Both the ONWARD1 and ONWARD2 studies met all primary and secondary endpoints with high statistical significance in patients with moderate-to-severe plaque psoriasis. Treatment with envudeucitinib led to superior skin clearance versus placebo on the co-primary endpoints of Psoriasis Area"
X Link 2026-01-16T12:00Z [----] followers, [----] engagements

"Buy stock symbols that TSwift names her concert tours after they told me. I should have listened. $ERAS I wish I had this as part of my $ERAS tour https://t.co/g0BR4QJUVL I wish I had this as part of my $ERAS tour https://t.co/g0BR4QJUVL"
X Link 2026-01-16T12:25Z [----] followers, [----] engagements

"$LWLG continues to work I continue to not be in it lol $LWLG holding [--] ema nicely on this breakout Not in it. https://t.co/g18lKfrgpS $LWLG holding [--] ema nicely on this breakout Not in it. https://t.co/g18lKfrgpS"
X Link 2026-01-16T14:49Z [----] followers, [----] engagements

"$ESLT breakout $ESLT off the [--] day I already hate this ticker symbol because it is not close to the actual name why not $ELBT - I am going to typo this thing each time https://t.co/dd9AL2PDFj $ESLT off the [--] day I already hate this ticker symbol because it is not close to the actual name why not $ELBT - I am going to typo this thing each time https://t.co/dd9AL2PDFj"
X Link 2026-01-16T15:06Z [----] followers, [---] engagements

"$ISSC adding back here as it does a high tight flag $ISSC taking a bit off here +7% in under [--] hrs. Its honest work. https://t.co/QnBqQ9JPTy $ISSC taking a bit off here +7% in under [--] hrs. Its honest work. https://t.co/QnBqQ9JPTy"
X Link 2026-01-16T16:53Z [----] followers, [---] engagements

"Nice high tight flag on $MCHP - old school chips not the new fangled ones getting all the love Raised guide 1/6 ************** Shares of Microchip Technology rose sharply Tuesday after the chip maker lifted its sales guidance for its latest quarter. Microchip estimated net sales for its fiscal third quarter ended Dec. [--] [----] were around $1.19 billion roughly 4% higher than in the second quarter. The company in November originally forecast sales of $1.11 billion to $1.15 billion before revising its estimate to the top end of that range last month. The company which makes analog semiconductors"
X Link 2026-01-17T13:55Z [----] followers, [---] engagements

"$NEOG if this could sit for another week and let MAs move up could be interesting"
X Link 2026-01-17T14:26Z [----] followers, [---] engagements

"$BG $MLI Not the [--] fastest moving (low ATR%) but they sure broke out https://twitter.com/i/web/status/2012535127989968982 https://twitter.com/i/web/status/2012535127989968982"
X Link 2026-01-17T14:39Z [----] followers, [---] engagements

"$AXSM I like the flagging"
X Link 2026-01-17T15:17Z [----] followers, [----] engagements

"We are team $LMT over here. $LHX continues to look great with news Wed of the $1B investment from taxpayers and spin off. We are also $LHX fans. $LPTH $KOPN We are team $LMT over here. $LHX also is looking great - we are also team $LHX https://t.co/j0EgdLJRq1 We are team $LMT over here. $LHX also is looking great - we are also team $LHX https://t.co/j0EgdLJRq1"
X Link 2026-01-17T15:45Z [----] followers, [----] engagements

"Was tough to find ideas outside biotech and photonics and metals latter Oct to mid Dec. (hence big cash position was fine) Easy to find ideas since mid December. (press metal to pedal) This was the first weekend in about a month it was difficult to find more than [--] new things. Best ideas are very extended in chart; so you are left to hope those just continued indefinitely which invites more risk profile. Or hope some laggard groups get off the mat. First weekend in about a month not seeing a lot of new setups. Some of the best names are very extended and there is not a plethora of new ideas"
X Link 2026-01-19T14:16Z [----] followers, [----] engagements

"Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to go the track window and place your bets. Which pony actually runs you never know. But this one was a dream run - the stock has not even bothering to touch the [--] ema in a FULL MONTH. Bummed I missed this but it's on my radar go forward. All sorts of contracts raining down on this co. ELBIT SYSTEMS SECURES $275 MILLION CONTRACTS TO EQUIP AN ASIA-PACIFIC COUNTRY HELICOPTER PLATFORM WITH ADVANCED EW"
X Link 2026-01-19T14:50Z [----] followers, [----] engagements

"$AVAV at LOD here so business decisions will be made shortly $AVXX If it breaks $345 I will exit. That is a series of [--] lows recently (orange line) I see this news - don't know if that is the driver or just going with the market but $KRMN $KTOS acting much better ************* On January [--] [----] AeroVironment Inc and the U.S. Government agreed to a stop work order for the SCAR program. Key Highlights: Stop work order issued for BADGER antenna systems. Parties to negotiate a new firm-fixed price agreement. AeroVironment to continue delivering SCAR capabilities. $AVAV "Go on." $AVXX"
X Link 2026-01-20T17:26Z [----] followers, [----] engagements

"$ELVN new one; flagging after a huge move"
X Link 2026-01-20T19:13Z [----] followers, [----] engagements

"$CGON new one - huge move and flagging in a wide range If it can do this for another week it would be very compelling"
X Link 2026-01-21T12:26Z [----] followers, [---] engagements

"$ESLT will be more of a focus in the years ahead as a non defense prime making moves. Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to go the track window and place your bets. Which pony actually runs you https://t.co/eOoeeumAFS Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to go the track"
X Link 2026-01-21T12:50Z [----] followers, [---] engagements

"$HSAI has been holding up post $NVDA news $HSAI out of flag post $NVDA news Not in https://t.co/JkwfFlni5S $HSAI out of flag post $NVDA news Not in https://t.co/JkwfFlni5S"
X Link 2026-01-21T12:51Z [----] followers, [---] engagements

"$ELVN zoom zoom Men's astrology $ELVN new one; flagging after a huge move https://t.co/7TnMRfqgFb $ELVN new one; flagging after a huge move https://t.co/7TnMRfqgFb"
X Link 2026-01-21T15:12Z [----] followers, [---] engagements

"$HSAI trying to push out $HSAI has been holding up post $NVDA news https://t.co/B6tJosMeOc $HSAI has been holding up post $NVDA news https://t.co/B6tJosMeOc"
X Link 2026-01-21T15:14Z [----] followers, [----] engagements

"$ISSC held up well thru this $ISSC adding back here as it does a high tight flag https://t.co/ysy3xxC3qK $ISSC adding back here as it does a high tight flag https://t.co/ysy3xxC3qK"
X Link 2026-01-21T19:59Z [----] followers, [----] engagements

"Something is going on with auto suppliers - first $AXL now $DAN Did he agree to trade away the auto industry for Iceland Interesting $AXL Seems like a "someone knows something" move. https://t.co/bifrGBItCj Interesting $AXL Seems like a "someone knows something" move. https://t.co/bifrGBItCj"
X Link 2026-01-21T20:34Z [----] followers, [---] engagements

"$KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and adjusted EBITDA between $205 million and $215 million Raising fiscal year [----] expectations to revenue between $470 million and $471 million and adjusted EBITDA between $144.5 million and $144.9 million $KRMN Q3 & CC A non prime defense company plying all sort of exciting spaces. @karman_spacedef https://t.co/M4j3tiKJMf Maybe if their CEO wore Hawaiian shirts flip flops and"
X Link 2026-01-21T21:58Z [----] followers, [----] engagements

"I wish I knew the backstory on this $LVLU Been hitting my screens daily I look it up its basically a womens clothing store so dismissed it But goes up every day Is this [--] dude just that powerful Lulu's Fashion Lounge shares were 91% higher at $12.96 after Friedland Enterprises said it has about 5% of the company's shares and is calling for immediate governance reforms to unlock shareholder value. Friedland Enterprises founded by Christian Friedland said in a Schedule 13D filing with the Securities and Exchange Commission that it believes Lulu's shares are significantly undervalued despite the"
X Link 2026-01-22T02:54Z [----] followers, [---] engagements

"$EGY new to me. I would imagine the number of twitter people who own this is below [--]. Independent energy company with a diverse portfolio of production development and exploration assets across Gabon Egypt Cte d'Ivoire Equatorial Guinea Nigeria and Canada"
X Link 2026-01-22T12:54Z [----] followers, [---] engagements

"$KRMN +10% in pre but barely any volume. Just one of the most slept on companies in the market for how important they are. The investing masses will be talking about this name in [--] years. $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and adjusted EBITDA between $205 million and $215 million $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company"
X Link 2026-01-22T13:00Z [----] followers, [----] engagements

"$ISSC today's wart - sitting on [--] ema Needs to hold it or out shortly Defense is getting rotated out of a bit here. $KTOS $AVAV etc $ISSC held up well thru this https://t.co/rTaeQHqs77 $ISSC held up well thru this https://t.co/rTaeQHqs77"
X Link 2026-01-22T15:20Z [----] followers, [---] engagements

"I put a bit of $KRMN on at the gap fill. Trading vs the [--] ema (which it broke yest) All the gaps make me wary but this is co is a beast. Willing to give it a bit of rope. I didn't own any of the holy trinity of $KRMN $KTOS $AVAV after dumping the latter [--] earlier this week and this is my favorite of the [--] so I want to have something there unless the chart breaks down. Smaller position. $KRMN filled the entire gap on blockbuster [----] earnings guidance Could just be tired. I'm wary of all the gaps and relative weakness in $KTOS $AVAV right now https://t.co/YcsJkKSnMZ $KRMN filled the entire gap"
X Link 2026-01-22T16:21Z [----] followers, [----] engagements

"Red headed (not red hair don't care) step child $AIRO still cannot get going Hot sector it should be flying (pun intended) Ask @BlackScholesMan about that Don't talk about $AIRO much as it's the red headed stepchild (no offense to red headed stepchildren) of drones as one of the worst IPOs of [----] but has begun to move with the sector https://t.co/88HXisTYnG Don't talk about $AIRO much as it's the red headed stepchild (no offense to red headed stepchildren) of drones as one of the worst IPOs of [----] but has begun to move with the sector https://t.co/88HXisTYnG"
X Link 2026-01-22T16:40Z [----] followers, [----] engagements

"Went to a lot of cash yest pre TACO but those breadth measures say we should still be ok so trying to find some new ideas $HSAI has about 2.5% risk to the [--] ema. A dirty algo would run stops back below the [--] ema to shake people out and then let it run so that's a scenario but nice defined stop loss with a coiling chart. Also like how it acted yesterday when growth stonks got punished and how the daily ranges are not severe i.e. no -9% intraday loss like some of the things I own. [--] ema should be at the upper orange line soon so would help define risk even better. Giving it a whirl. $HSAI"
X Link 2026-01-22T17:27Z [----] followers, [----] engagements

"$ISSC looks to be ok - algos did a quick undercut of [--] ema and we are back into range. Half the job nowadays is trying to think like an algo and what they would do to make your life miserable. Undercut of TODAY's low is now an excellent spot to depart the scene go forward. $ISSC today's wart - sitting on [--] ema Needs to hold it or out shortly Defense is getting rotated out of a bit here. $KTOS $AVAV etc https://t.co/CowqUyfMd4 $ISSC today's wart - sitting on [--] ema Needs to hold it or out shortly Defense is getting rotated out of a bit here. $KTOS $AVAV etc https://t.co/CowqUyfMd4"
X Link 2026-01-22T17:42Z [----] followers, [---] engagements

"IF you are jumping into $METC as a choice for your rare earth exposure I'd recommend reading the linked story. It's fine as a coal company but when this much smoke is around a story wouldn't bother. There are [--] names in the industry and right now most are starting to trade in tandem like they did early Oct [--]. Very interesting deep dive into $METC rare earth claims and @WolfpackReports short campaign vs the company. Sounds like Wolfpack is the real deal. Ramacos Rare Earth Claims Draw Fierce Scrutiny From Geologists Short-Sellers https://t.co/czVr2TrPck Very interesting deep dive into $METC"
X Link 2026-01-23T12:27Z [----] followers, [---] engagements

"$ISSC exiting for now - flat. Will attempt it if it breaks out over top orange. Looks like it needs more time to build a base or could roll over. Has MACD negative cross which I am trying to use more this year to see if it helps (so far so good) $ISSC looks to be ok - algos did a quick undercut of [--] ema and we are back into range. Half the job nowadays is trying to think like an algo and what they would do to make your life miserable. Undercut of TODAY's low is now an excellent spot to depart the scene go forward. https://t.co/WykuoJp26x $ISSC looks to be ok - algos did a quick undercut of 9"
X Link 2026-01-23T15:13Z [----] followers, [---] engagements

"Exiting $HSAI with the 2.5% loss mentioned yesterday when tried the trade. Will revisit if it reclaims upper orange Still has a nice inverse H&S pattern overall Went to a lot of cash yest pre TACO but those breadth measures say we should still be ok so trying to find some new ideas $HSAI has about 2.5% risk to the [--] ema. A dirty algo would run stops back below the [--] ema to shake people out and then let it run so that's a scenario but https://t.co/jHxAuhnxWz Went to a lot of cash yest pre TACO but those breadth measures say we should still be ok so trying to find some new ideas $HSAI has about"
X Link 2026-01-23T17:59Z [----] followers, [----] engagements

"$KRMN exit for safety reasons. paper cut loss as I entered off the [--] ema. Position was small and put on yesterday. Today was a big rotation day and I don't need to be involved in any confusion. If we go back to small caps next week and defense is back en vogue can re-engage. If its going to be $MAGS and space and rare earth like today can re-engage. Main thing is have the capital safe and secured. TRADr not HOLDr talk I put a bit of $KRMN on at the gap fill. Trading vs the [--] ema (which it broke yest) All the gaps make me wary but this is co is a beast. Willing to give it a bit of rope. I"
X Link 2026-01-23T20:13Z [----] followers, [---] engagements

"Go full port in Korea they said. $EWY $KORU They like Korea $EWY Didn't realize it had a levered ETF til today $KORU https://t.co/ROaW06gKgI They like Korea $EWY Didn't realize it had a levered ETF til today $KORU https://t.co/ROaW06gKgI"
X Link 2026-01-23T20:34Z [----] followers, [----] engagements

"$NTR $CF Fertilizer things broke out recently Fertilizer economy $ICL $NTR https://t.co/BEOXFBtZmD Fertilizer economy $ICL $NTR https://t.co/BEOXFBtZmD"
X Link 2026-01-24T14:30Z [----] followers, [----] engagements

"Wow congrats $USAR peeps - may your grift spread to all of us. Have $MP (hasn't done anything) $UURAF (done good) and added $TMQ $LAR (lithium) Fri so hopefully it helps ************* The Trump administration is taking a 10% stake in USA Rare Earth as part of a $1.6 billion debt-and-equity investment package aimed at helping the company develop a domestic mine and magnet facility two sources familiar with the deal told Reuters. The deal and a separate $1 billion private investment will be unveiled on Monday and Oklahoma-based USA Rare Earth will host a morning conference call with investors"
X Link 2026-01-25T17:07Z [----] followers, [----] engagements

"$ENLT impressed all week How to find new winners part [--]. Today in the midst of all the silver and gold winners pre mkt is $ENLT . Never heard of it. Check chart. Oh. Well time to put at top of watch list. Cursory [--] min look says right up my alley. Next: Become expert on $ENLT by end of week. https://t.co/3B8vwRiHw9 How to find new winners part [--]. Today in the midst of all the silver and gold winners pre mkt is $ENLT . Never heard of it. Check chart. Oh. Well time to put at top of watch list. Cursory [--] min look says right up my alley. Next: Become expert on $ENLT by end of week."
X Link 2026-01-25T17:31Z [----] followers, [---] engagements

"@OndasInvestor @GnarlyGainz I dont love $AIRO and $UAVS seems way behind the bell curve The cultish behavior of the investor base is a bit turn offy to me"
X Link 2026-01-26T04:22Z [----] followers, [---] engagements

"Loose flag for this one would like to see it tighten up with less daily range $NEOG $NEOG if this could sit for another week and let MAs move up could be interesting https://t.co/J4AXy11ysu $NEOG if this could sit for another week and let MAs move up could be interesting https://t.co/J4AXy11ysu"
X Link 2026-01-26T14:24Z [----] followers, [---] engagements

"I have not added to $DPRO long term calls as it came in with the worst chart of the bunch (I am excluding $UAVS $AIRO and those but the ones I focus on) And even today the worst performer. Something not sitting right with someone at this point per the chart. The others were acting much better up til last Wednesday. Also I think they are a few quarters behind the other names of interest in the space based on this interview. Maybe [--] quarters behind say $RCAT . Guestimate. First guidance I've ever heard from Cameron. $DPRO It sounds like $50M in "orders" and $20M in revenue (at least that's"
X Link 2026-01-26T15:03Z [----] followers, [----] engagements

"$KRMN great action here I left Friday for safety reasons but watching with hawk eye. One of my favs $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and adjusted EBITDA between $205 million and $215 million $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and"
X Link 2026-01-26T16:08Z [----] followers, [---] engagements

"$ESLT doesn't care about your potential US govt shutdown worries. This and $KRMN very impressive today. Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to go the track window and place your bets. Which pony actually runs you https://t.co/eOoeeumAFS Noted $ESLT just as it was about to go bonkers mid Dec. But then didn't follow up. $LPTH customer You don't know in advance which of the breakouts are going to lead to the big winners you just have to"
X Link 2026-01-26T17:44Z [----] followers, [----] engagements

"Some randoms holding up - non metals $MAIA I missed this one; last Tuesday was the entry point. Impressive stuff"
X Link 2026-01-26T18:58Z [----] followers, [---] engagements

"$HSAI stop losses can help you. 2.5% loss Fri vs . well .this today. Exiting $HSAI with the 2.5% loss mentioned yesterday when tried the trade. Will revisit if it reclaims upper orange Still has a nice inverse H&S pattern overall https://t.co/F3IGkVmnRk Exiting $HSAI with the 2.5% loss mentioned yesterday when tried the trade. Will revisit if it reclaims upper orange Still has a nice inverse H&S pattern overall https://t.co/F3IGkVmnRk"
X Link 2026-01-26T20:05Z [----] followers, [---] engagements

"$FLY dangerous environment for your capital right now. Seeing a lot of damage. We're not in Kansas anymore. The indexes are the indexes but when rando growth stock is down 12-16% and there are [---] of them that's not a conducive environment. The [---] day has been defeated $FLY https://t.co/0s0hJXp5Zj The [---] day has been defeated $FLY https://t.co/0s0hJXp5Zj"
X Link 2026-01-26T20:08Z [----] followers, [----] engagements

"$KRKNF and $OPTX probably the [--] most impressive high growth supplier type names in terms of action today. Palmer people. Then $KRMN which just upped it's guidance bigly last week"
X Link 2026-01-27T02:28Z [----] followers, [----] engagements

"$DPRO extremely poor action. Worst of the ones I care much about (I don't follow $AIRO or $UAVS closely) I got rid of even my Jan 27s here as the action was so bad. I will focus on Jan 28s at some point to store away for very long term but the assumption here is I am going to be able to acquire those at lower prices. Zero rush on this one. $DPRO failed its breakout level today. Lagged on the way up and leading on the way down. Poor. https://t.co/AjocOSR3PI $DPRO failed its breakout level today. Lagged on the way up and leading on the way down. Poor. https://t.co/AjocOSR3PI"
X Link 2026-01-27T12:35Z [----] followers, [----] engagements

"$AIRO is actually doing "ok". I will be curious if it is one of the [--] vendors for drone dominance. Red headed (not red hair don't care) step child $AIRO still cannot get going Hot sector it should be flying (pun intended) Ask @BlackScholesMan about that https://t.co/bJtUXj2wVE Red headed (not red hair don't care) step child $AIRO still cannot get going Hot sector it should be flying (pun intended) Ask @BlackScholesMan about that https://t.co/bJtUXj2wVE"
X Link 2026-01-27T12:36Z [----] followers, [---] engagements

"$KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have all the M&A activity in my estimates) just last week. This is a quite acquisitive company. Completely slept on. Hasn't rolled over like $AVAV did and $KTOS sort of is doing. Feel like I need to be back in this one shortly. $KRMN with a raise for [----] and blows my [----] revenue target of $600M out of the water. Woo hoo. Completely slept on company Establishing fiscal year [----] expectations of revenue between $700 million and $715 million and adjusted EBITDA between $205 million"
X Link 2026-01-27T12:46Z [----] followers, [----] engagements

"Looks like $KRMN got in that same deal as $RDW did No guarantee of revenue πŸ€·β™‚ $KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have all the M&A activity in my estimates) just last week. This is a quite acquisitive company. Completely slept on. Hasn't rolled over like $AVAV did and $KTOS https://t.co/tFpvgwV9KB $KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have all the M&A activity in my estimates) just last week. This is a quite acquisitive company. Completely"
X Link 2026-01-27T14:21Z [----] followers, [----] engagements

"No mention of it. They are a very non promotional company. I have scoured relentlessly for 3/4 of a year to find CEO interviews etc. Run into a lot of brick walls. $KRMN This award supports the Department of Wars objectives to expand the munitions industrial base bolster supply chain resiliency and increase domestic production in strategic priority areas. This award will accelerate missile production by increasing capacity across key nodes of https://t.co/tLA6xCh9G4 This award supports the Department of Wars objectives to expand the munitions industrial base bolster supply chain resiliency"
X Link 2026-01-27T14:23Z [----] followers, [---] engagements

"$MAIA dang girl Some randoms holding up - non metals $MAIA I missed this one; last Tuesday was the entry point. Impressive stuff. https://t.co/qmwboJEoEJ Some randoms holding up - non metals $MAIA I missed this one; last Tuesday was the entry point. Impressive stuff. https://t.co/qmwboJEoEJ"
X Link 2026-01-27T14:37Z [----] followers, [---] engagements

"$ACMR bounce off [--] ema China is getting some rotation. Semi equip boom play as China competes with USA A superficial look shows $ACMR is a Chinese way to play the semi boom as they look to produce chips in country in the AI race. Maybe there is more to that but haven't dug deep enough. Whatever the case need to be watching this one more in the year ahead as it's been one of https://t.co/W05JCnZNBs A superficial look shows $ACMR is a Chinese way to play the semi boom as they look to produce chips in country in the AI race. Maybe there is more to that but haven't dug deep enough. Whatever the"
X Link 2026-01-27T14:54Z [----] followers, [----] engagements

"Maybe some $SKYT monies rotating into $GFS although not the same type of co - same theme Or maybe a future recipient of taxpayer largesse. $GFS short at 21-ish ema profit https://t.co/5XAnsbIj8W $GFS short at 21-ish ema profit https://t.co/5XAnsbIj8W"
X Link 2026-01-27T15:05Z [----] followers, [---] engagements

"$HUYA More china $ATAT $MNSO $HUYA smaller Chinese burritos just flying $ATAT $MNSO $HUYA smaller Chinese burritos just flying"
X Link 2026-01-27T15:10Z [----] followers, [---] engagements

"My [--] biotech $AXSM Doing nothing wrong $AXSM Working so far since last week https://t.co/82v65YJncs $AXSM Working so far since last week https://t.co/82v65YJncs"
X Link 2026-01-27T15:37Z [----] followers, [----] engagements

"These guys are getting a new contract every 3rd day sheesh $ESLT Flagging after a monster move. Could we get a stonk split for those of us in brokerages without fractional shares Also a ticker symbol change to $ELBT The Israel Ministry of Defense (@Israel_MOD ) announced a new multiyear procurement agreement for airmunitions from Elbit Systems valued at approximately $183M. Issued by the IMODs Defense Procurement Directorate this order will expand Israels defense industrial base and https://t.co/UxRfqbJ3U2 The Israel Ministry of Defense (@Israel_MOD ) announced a new multiyear procurement"
X Link 2026-01-27T18:23Z [----] followers, [----] engagements

"It's a weekday that ends in a -y. Thus $ENLT will be up. I probably should be taking this co more seriously in terms of digging into it based on how teflon the stock is acting $ENLT Enlight Renewable Energy is a leading next-generation global renewable energy platform. We develop greenfield projects and generate power across the key https://t.co/VeutVgv0Bi I probably should be taking this co more seriously in terms of digging into it based on how teflon the stock is acting $ENLT Enlight Renewable Energy is a leading next-generation global renewable energy platform. We develop greenfield"
X Link 2026-01-27T18:41Z [----] followers, [---] engagements

"$NEOG starting to go today. Never got in as the flag was a bit loose. But all sorts of relative strength past week. Loose flag for this one would like to see it tighten up with less daily range $NEOG https://t.co/nsspAWibkb Loose flag for this one would like to see it tighten up with less daily range $NEOG https://t.co/nsspAWibkb"
X Link 2026-01-27T18:42Z [----] followers, [----] engagements

"$ELVN still watching $ELVN new one; flagging after a huge move https://t.co/7TnMRfqgFb $ELVN new one; flagging after a huge move https://t.co/7TnMRfqgFb"
X Link 2026-01-28T12:14Z [----] followers, [---] engagements

"Less known defense name $MRCY Earnings next week tho"
X Link 2026-01-28T12:15Z [----] followers, [---] engagements

"$UMC Taiwan foundry play - been running hard. Down 10% on earnings. Can't really trade it easily in US due to all the gaps. Overview Taiwan semiconductor foundry's Q4 revenue rose 2.4% yr/yr supported by 22/28nm business growth Earnings per share for Q4 were NT$0.81 with net income at NT$10.06 billion Company completed new Singapore facility boosting capacity and technology investments Outlook UMC expects firm wafer demand in Q1 [----] Company anticipates growth from 22nm platforms and new solutions in [----] UMC sees advanced packaging and silicon photonics as growth catalysts Result Drivers"
X Link 2026-01-28T12:36Z [----] followers, [---] engagements

"I was today years old when I learned there is a stock with stock symbol $PURR so that's going to be an issue with I post Red Cat posts"
X Link 2026-01-28T14:08Z [----] followers, [---] engagements

"If you love Argentinian banks as much as I do the breakout for $BBAR was Friday. I missed it Argentina stonks on fire this morn $GGAL $BBAR $SUPV $YPF $CRESY Argentina stonks on fire this morn $GGAL $BBAR $SUPV $YPF $CRESY"
X Link 2026-01-28T14:11Z [----] followers, [---] engagements

"Make sure you know your earnings dates well. Been stalking this one a few weeks and was miffed at the breakout yesterday but it was too close to earnings to try $APH Now down 13% in pre. Let's see if buyers come in later in the day. ************** Amphenol posted fourth-quarter earnings and sales that topped consensus views and issued a solid outlook for the current quarter. Shares sank anyway. Before the opening bell Wednesday Amphenol reported adjusted earnings of [--] cents a share from sales of $6.4 billion outstripping Wall Street's forecasts. Analysts tracked by FactSet expecting adjusted"
X Link 2026-01-28T14:21Z [----] followers, [----] engagements

"We are all Anduril suppliers or Nvidia partners. All of us. $OPTX Go on. $OPTX https://t.co/PREbhJI2eA Go on. $OPTX https://t.co/PREbhJI2eA"
X Link 2026-01-28T14:42Z [----] followers, [----] engagements

"Live look at $DPRO investors. $DPRO extremely poor action. Worst of the ones I care much about (I don't follow $AIRO or $UAVS closely) I got rid of even my Jan 27s here as the action was so bad. I will focus on Jan 28s at some point to store away for very long term but the assumption here is I am going to https://t.co/VjNJOFfmTZ $DPRO extremely poor action. Worst of the ones I care much about (I don't follow $AIRO or $UAVS closely) I got rid of even my Jan 27s here as the action was so bad. I will focus on Jan 28s at some point to store away for very long term but the assumption here is I am"
X Link 2026-01-28T15:14Z [----] followers, [----] engagements

"Some smart people really like this name $MOB Haven't done deep dive For technical traders just a chop fest and difficult for months. All those dark red candles are anathema to me. Right now only for HOLDrs not TRADrs @AktienAkademie I feel like multiple people have told me about that one but I never looked at it. Who is the $MOB expert on here lol @AktienAkademie I feel like multiple people have told me about that one but I never looked at it. Who is the $MOB expert on here lol"
X Link 2026-01-28T15:46Z [----] followers, [----] engagements

"$VELO already down 5% in pre - b/c that's how she rolls. 5% $VELO = 0.3% for a normal stonk"
X Link 2026-01-29T14:25Z [----] followers, [---] engagements

"$VELO already down 5% in pre - b/c that's how she rolls. 5% move in $VELO = 0.2% for a normal stonk. I'm back - moderate size for now rather than usual $VELO Let's see what tomm brings. Have to put wider stops on this one due to its crazy volatility. Over upper orange and can size up some. BOTTLENECKS https://t.co/ZLs9HiFlA5 I'm back - moderate size for now rather than usual $VELO Let's see what tomm brings. Have to put wider stops on this one due to its crazy volatility. Over upper orange and can size up some. BOTTLENECKS https://t.co/ZLs9HiFlA5"
X Link 2026-01-29T14:25Z [----] followers, [----] engagements

"$DPRO lost in space. Live look at $DPRO investors. https://t.co/thPkKUNB56 Live look at $DPRO investors. https://t.co/thPkKUNB56"
X Link 2026-01-29T14:38Z [----] followers, [----] engagements

"$UMAC 3rd touch of [--] ema. Remains very vulnerable in my eyes technically. Those [--] candles marked with the orange arrows were the warning shots as noted at the time. It's a probability game not a prediction game. Same thoughts as below - [--] different setups. $LPTH $UMAC have complicated charts BUT $LPTH fell so much (50% retrace in [--] days) you could squeeze a quickie oversold bounce trade in there off [--] day. I did. (also accumulated some long term LEAPs) Now that trade is over and Same thoughts as below - [--] different setups. $LPTH $UMAC have complicated charts BUT $LPTH fell so much (50%"
X Link 2026-01-29T15:17Z [----] followers, [----] engagements

"Did some $GLL this morning before the open Inverse gold $GLD I am already selling it because parabolic moves are scary. Quick snipe - At some point that thing is going to run 40-50% easy. See linked post. @Braczyy The $GLL has begun @Braczyy The $GLL has begun"
X Link 2026-01-29T15:20Z [----] followers, [----] engagements

"$ASYS [--] ema touch on the flush today. Would have bought in a better market with a beautiful tight spot to place stop. Earnings a week from today - semi equip $ASYS what a move. Too late to chase. These semi equip names have been a thing. https://t.co/aWqzNNQE5P $ASYS what a move. Too late to chase. These semi equip names have been a thing. https://t.co/aWqzNNQE5P"
X Link 2026-01-29T16:36Z [----] followers, [---] engagements

"$KRMN only fell to the [--] ema on today's mkt puke MACD might be a consider soon. Trying to incorporate that secondary marker more into trading this year and so far found it helpful. $KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have all the M&A activity in my estimates) just last week. This is a quite acquisitive company. Completely slept on. Hasn't rolled over like $AVAV did and $KTOS https://t.co/tFpvgwV9KB $KRMN stable yesterday. They just guided to boffo [----] revenue that blew my estimates out of the water (I didn't have"
X Link 2026-01-29T16:42Z [----] followers, [----] engagements

"Too many dark red candles past [--] months for these eyes $MOB Some smart people really like this name $MOB Haven't done deep dive For technical traders just a chop fest and difficult for months. All those dark red candles are anathema to me. Right now only for HOLDrs not TRADrs https://t.co/oQKzDHerxg Some smart people really like this name $MOB Haven't done deep dive For technical traders just a chop fest and difficult for months. All those dark red candles are anathema to me. Right now only for HOLDrs not TRADrs https://t.co/oQKzDHerxg"
X Link 2026-01-29T16:44Z [----] followers, [---] engagements

"Exited $AXSM due to warning shots across market and wanting more cash. Small gains. It's not doing anything wrong. They did a quick undercut this morning on my one bio $AXSM This is now an excellent level to stop out against go forward. Either that is an U&R to run stops or first sign of material weakness. I'll be out below $180 This really hasn't done anything wrong but it's not doing https://t.co/J7aMXOXzo2 They did a quick undercut this morning on my one bio $AXSM This is now an excellent level to stop out against go forward. Either that is an U&R to run stops or first sign of material"
X Link 2026-01-29T17:50Z [----] followers, [---] engagements

"Welp that explains it. $CPSH I've initiated positions in $CPSH as a US AlSiC pure play chokepoint. They represent 25% of the near-term semi-grade AlSiC market. Their customers: - U.S. Navy (War) - U.S. Army (War) - U.S. Dept. of Energy (Energy / Nuclear) - U.S. Space Force / NASA (Space) - Lockheed https://t.co/9YP5kSGIny I've initiated positions in $CPSH as a US AlSiC pure play chokepoint. They represent 25% of the near-term semi-grade AlSiC market. Their customers: - U.S. Navy (War) - U.S. Army (War) - U.S. Dept. of Energy (Energy / Nuclear) - U.S. Space Force / NASA (Space) - Lockheed"
X Link 2026-01-29T18:11Z [----] followers, [----] engagements

"15 min chart of $CPSH showing lemmings in their natural habitat Welp that explains it. $CPSH Welp that explains it. $CPSH"
X Link 2026-01-29T18:17Z [----] followers, [---] engagements

"$UCTT sticking out like sore thumb Ultra Clean Holdings Inc. is a leading developer and supplier of critical subsystems components parts and ultra-high purity cleaning and analytical services primarily for the semiconductor industry. Under its Products division UCT offers its customers an integrated outsourced solution for major subassemblies improved design-to-delivery cycle times design for manufacturability prototyping and high-precision manufacturing. Under its Services Division UCT offers its customers tool chamber parts cleaning and coating as well as micro-contamination analytical"
X Link 2026-01-29T19:36Z [----] followers, [----] engagements

"Semi equip / supply chain is right behind memory / storage in tech themes $ENTG"
X Link 2026-01-29T19:41Z [----] followers, [---] engagements

"@spacanpanman Don't $SKYT me Elon"
X Link 2026-01-29T20:06Z [----] followers, [---] engagements

"$YSS Any of you peeps an expert on this one York Space starts trading at $38 per share as CEO touts 'Golden Dome' potential https://cnb.cx/4c0F6fN https://cnb.cx/4c0F6fN"
X Link 2026-01-29T20:33Z [----] followers, [---] engagements

"$UMAC is wicking over the [--] ema to create false hope than rolling over. At [--] ema for 3rd time. I am uber bullish on this mid to longer term but near term it feels a bit ahead of its skis. Q4 [--] is probably $4.5-$5M revenue which is fine but this 180% type gain is pricing in for the longer term. Would love to see a falter to mid $12s or $11 (50 or [---] day) in the weeks ahead to layer in some [--] and [--] LEAPs. This is going to be a back half of [----] story methinks not necessarily a "now" story. Posted the financial model in my highlights tab. Nothing to do here at the moment but wait. $UMAC 3rd"
X Link 2026-01-30T14:22Z [----] followers, [----] engagements

"$UMAC broke to new lows of the week. This pleases me. I probably should be short while I wait for lower prices to build the position back up but I don't want to make it complicated. $UMAC is wicking over the [--] ema to create false hope than rolling over. At [--] ema for 3rd time. I am uber bullish on this mid to longer term but near term it feels a bit ahead of its skis. Q4 [--] is probably $4.5-$5M revenue which is fine but this 180% type gain is pricing in https://t.co/6moQrTm0Xj $UMAC is wicking over the [--] ema to create false hope than rolling over. At [--] ema for 3rd time. I am uber bullish on"
X Link 2026-01-30T14:58Z [----] followers, [----] engagements

"$ESLT could have its first close below [--] ema since first day of Dec. I wish they would split the stock for those of us in brokerages without fractional shares. These guys are getting a new contract every 3rd day sheesh $ESLT Flagging after a monster move. Could we get a stonk split for those of us in brokerages without fractional shares Also a ticker symbol change to $ELBT https://t.co/hSKDwKZIkt These guys are getting a new contract every 3rd day sheesh $ESLT Flagging after a monster move. Could we get a stonk split for those of us in brokerages without fractional shares Also a ticker symbol"
X Link 2026-01-30T16:04Z [----] followers, [---] engagements

"It was just like my opinion man. A few days early but we are starting to see 'space' beginning to roll in earnest now $FLY $VOYG $SIDU $LUNR $RKLB $PL $ASTS looked great today at open but looks in the midst of a topping tail which can be a sign of exhaustion. I will still give myself credit if this continues for a few weeks even though I was [--] hours early. Good enough for government work. Likely a screen name change in the offing this weekend. Space stuff is looking tired to me but yeah well that's just like my opinion man. $RKLB $LUNR $ASTS $SIDU $VOYG $FLY https://t.co/qJuI9cuZY7 Space"
X Link 2026-01-30T17:39Z [----] followers, [----] engagements

"Wanted to see how $ERAS did once the guy with the scythe to the scene showed up. Apparently it thinks it is $MU or $SNDK Impressive Buy stock symbols that TSwift names her concert tours after they told me. I should have listened. $ERAS https://t.co/75IGyP2Txx Buy stock symbols that TSwift names her concert tours after they told me. I should have listened. $ERAS https://t.co/75IGyP2Txx"
X Link 2026-01-30T17:41Z [----] followers, [----] engagements

"Remain impressed with this one $NEOG Again if they pull the rug on the indexes almost everything will go (aside $SNDK and $MU of course) but just looking at things day by day $NEOG starting to go today. Never got in as the flag was a bit loose. But all sorts of relative strength past week. https://t.co/EONSzZDIPE $NEOG starting to go today. Never got in as the flag was a bit loose. But all sorts of relative strength past week. https://t.co/EONSzZDIPE"
X Link 2026-01-30T17:54Z [----] followers, [---] engagements

"➑38.2% $RCAT ➑50% $LPTH* $UMAC $ONDS ➑61.8% none of the above ➑Don't ask $DPRO ➑The first rule of Fight club $UAVS Now we're cooking with gas *slightly more in fact"
X Link 2026-01-31T02:30Z [----] followers, [----] engagements

"$IONQ in some real trouble here ; $SKYT investors thrilled I'm sure Live look at the number of pleased $SKYT investors this morning https://t.co/3TEBo2urnl Live look at the number of pleased $SKYT investors this morning https://t.co/3TEBo2urnl"
X Link 2026-01-31T18:35Z [----] followers, [----] engagements

"$SARK is inverse Cathie Wood $ARKK Starting to look constructive. Which ain't good. $SARK best timed ETF introduction to hit in years. (inverse $ARKK ) :D Up 30% since Nov [--] intro. $SARK best timed ETF introduction to hit in years. (inverse $ARKK ) :D Up 30% since Nov [--] intro"
X Link 2026-01-31T19:15Z [----] followers, [---] engagements

"@grok @grok please list each stock in the list above with YTD return Then do an equal weight average of all of them"
X Link 2026-01-31T19:54Z [----] followers, [---] engagements

"$BTCUSD $ETHUSD $SOLUSD et all now have mid 20s RSIs after a brutal Saturday btw -6% and -10% These RSI readings can be an opportunity for the quick. I had a nice quickie long in Nov when RSI $BTCUSD was a tad lower. Would consider a quick flip early next week if this continues. Someone check on @saylor Also this doesn't fit @fundstrat prediction of $200K $BTCUSD by Dec [--] [----]. Oh well just blame a 'glitch' and keep saying it non stop and eventually you will be right and fanboys will clap. Usually stick to rel str but I like reversion to mean trades in extreme moments as well. $BTCUSD"
X Link 2026-02-01T01:40Z [----] followers, [----] engagements

"$COHR not a great market but atm they did try to rotate back into photonics recently Photonics hot hot hot today. $COHR laughed at my bearish double top on an upgrade. https://t.co/rgcElfphfk Photonics hot hot hot today. $COHR laughed at my bearish double top on an upgrade. https://t.co/rgcElfphfk"
X Link 2026-02-01T16:06Z [----] followers, [----] engagements

"$GLW $CIEN $GLW up on $META deal. Photonics Already has big $AAPL deal Doesn't get the headlines due to lack of being lower in the supply chain but it's probably going to have a really nice half decade ahead. ******** Facebook parent Meta Platforms has signed a deal to pay Gorilla https://t.co/GKomftmO0w $GLW up on $META deal. Photonics Already has big $AAPL deal Doesn't get the headlines due to lack of being lower in the supply chain but it's probably going to have a really nice half decade ahead. ******** Facebook parent Meta Platforms has signed a deal to pay Gorilla https://t.co/GKomftmO0w"
X Link 2026-02-01T16:11Z [----] followers, [----] engagements

"$UMAC is broken and remains vulnerable. While I want 2028s it may be too early as the next [--] quarters will still be a challenge as they staff up inventory up build up. Ahead of what should be bigly sales in back half [----]. Very different than $LPTH which is ready "now". Algos only care about today not three quarters forward on earnings reports so we will see if they are impressed with $5Mish this Q. Q3 [----] forward should be the time to shine here. Mid $12s and/or $11 are likely future probabilities here if market corrects for a multi week period. $UMAC broke to new lows of the week. This"
X Link 2026-02-01T20:02Z [----] followers, [----] engagements

"Sample beach balls. Can change in a moment's notice $MIRM $NEOG $OII https://twitter.com/i/web/status/2018058251590373392 https://twitter.com/i/web/status/2018058251590373392"
X Link 2026-02-01T20:25Z [----] followers, [----] engagements

"Potential beach balls $VIAV $VSH $ACMR Sample beach balls. Can change in a moment's notice $MIRM $NEOG $OII https://t.co/9yRD55ckHL Sample beach balls. Can change in a moment's notice $MIRM $NEOG $OII https://t.co/9yRD55ckHL"
X Link 2026-02-01T20:28Z [----] followers, [----] engagements

"Its the biggest discrepancy btw opportunity and current valuation I have seen in a long while and saw since September or whenever $UMAC $ONDS invested Their refusal to hand feed the lazy ass analysts (which I love) has created a massive dislocation. I sounded like a lunatic late last summer and probably not too dissimilar now. But you dont run into one of these very often. BOTTLENECKS https://twitter.com/i/web/status/2018121731215352175 https://twitter.com/i/web/status/2018121731215352175"
X Link 2026-02-02T00:38Z [----] followers, [---] engagements

"Inauspicious timing $ONDU $ONDG $ONDS If you bought the close of day [--] and held half your capital is gonzo. In [---] weeks. The proliferation of 2X ETFs have been a game changer for me and should be for any swing trader who is a good chart reader. @NirAoo7 But if you get the timing wrong or are not disciplined in taking quick losses they can wreck a portfolio. I am adamantly against the 5X ETFs they are trying to roll out. People will destroy themselves. And it won't take a [----] type market to do it just a normal cycle year. 1/7/2025 I am pretty good at finding ideas early. $ONDS It did fall"
X Link 2026-02-02T01:04Z [----] followers, [----] engagements

"Imagine a 5X $VELO ETF You could be out of the business in an afternoon. the fun thing about owning $VELO is it trades like crack https://t.co/YZhBaAnuDj the fun thing about owning $VELO is it trades like crack https://t.co/YZhBaAnuDj"
X Link 2026-02-02T01:06Z [----] followers, [----] engagements

"$LMT Re-reading this presser I don't feel as pressed that we will be getting a NGSRI decision soon. Also I am moving my thoughts to both $LMT & $RTX will get a portion of the contract due to govt wish for competition (good) but I'd of course like $LMT to get the bigger slice $LPTH Re-reading this presser I don't feel as pressed that we will be getting a NGSRI decision soon. Also I am moving my thoughts to both $LMT & $RTX will get a portion of the contract due to govt wish for competition (good) but I'd of course like $LMT to get the bigger slice $LPTH"
X Link 2026-02-02T01:15Z [----] followers, [---] engagements

"$BTCUSD I love the reversion to mean trade when it presents itself It worked latter Nov it is setting up again. $BITX Usually stick to rel str but I like reversion to mean trades in extreme moments as well. $BTCUSD returning to [--] day moving average would be +14% so $BITX +28%. [--] day has been its reversal area this month. Very rarely do you see a teen RSI in anything that doesn't have https://t.co/dskYrvLGKX Usually stick to rel str but I like reversion to mean trades in extreme moments as well. $BTCUSD returning to [--] day moving average would be +14% so $BITX +28%. [--] day has been its"
X Link 2026-02-02T01:40Z [----] followers, [----] engagements

"@ConnorJBates_ Ntm $OIH one of the nicest long ETFs rn if not the nicest"
X Link 2026-02-02T02:02Z [----] followers, [---] engagements

"When oil services is the best sector ETF it's probably not the best time to be an uber bull $OIH Think of how easy early October [--] was and (for some) the first few weeks of January. Is "now" like that Nope. Limited inventory of great setups continues 3rd weekend. Have a random group of about [--] beach balls; will monitor which survive if we have a multi week correction. Or if we turn [---] degree this week I have the names I need in hand. Tech: Photonics is starting to look https://t.co/b7IaQEw7Ss Limited inventory of great setups continues 3rd weekend. Have a random group of about [--] beach"
X Link 2026-02-02T12:33Z [----] followers, [----] engagements

"$MEME updated top [--] holdings $SNDK $CRML $RDW $ONDS $USAR $BE $IREN $APLD $ASTS $LITE I blame the $MEME ETF relaunch for all this struggle in tech/growth for [--] months plus. πŸ˜… Growth stonks stopped in their tracks within a week. p.s. $ASTS mob - you are now the #1 holding. Welcome to being a meme https://t.co/QOHwJqsIWK I blame the $MEME ETF relaunch for all this struggle in tech/growth for [--] months plus. πŸ˜… Growth stonks stopped in their tracks within a week. p.s. $ASTS mob - you are now the #1 holding. Welcome to being a meme https://t.co/QOHwJqsIWK"
X Link 2026-02-02T13:02Z [----] followers, [----] engagements

"$DPRO with some FPV partnership Draganfly Inc. an award-winning developer of drone solutions software and robotics today announced an award to provide Flex FPV Drones and Training to U.S. Air Force Special Operations Command units with partner DelMar Aerospace Corporation a leading provider of advanced uncrewed aircraft systems (UAS) training tactics techniques and procedures (TTPs) for U.S. Government customers. The partnership with DelMar brings together Draganflys operationally proven uncrewed platforms with DelMar Aerospaces expertise in delivering cutting-edge mission-relevant UAS"
X Link 2026-02-02T14:04Z [----] followers, [----] engagements

"If you buy stocks named after Taylor Swift tours you cannot lose - Benjamin Graham $ERAS Wanted to see how $ERAS did once the guy with the scythe to the scene showed up. Apparently it thinks it is $MU or $SNDK Impressive https://t.co/Skc19osKe0 Wanted to see how $ERAS did once the guy with the scythe to the scene showed up. Apparently it thinks it is $MU or $SNDK Impressive https://t.co/Skc19osKe0"
X Link 2026-02-02T14:39Z [----] followers, [----] engagements

"If $LMT wins or at least shares in a large proportion on the NGSRI contract $LPTH price potential immediately increases by $10-$20 once it gets to FRIP (which will take time since LRIP comes first) But $10-$20 on a $10 stock is. a lot. Chart has work to do but I'm a greedy buyer on any sustained dips. After nearing my "summer goal" of $16 PPS earlier this month $LPTH financial model is now much more attractive for fiscal year [----] which ends Jun [--] and is reported mid August. We now see that expanded price to sales ratio is possible despite some throwing tomatoes at me when"
X Link 2026-02-02T14:41Z [----] followers, [----] engagements

"$PL caution. I wise man once said RSI [--] is a very hot reading risk is increasing and wondered what was left in the gas tank after such a huge move. $PL I also said that this weekend. https://t.co/5FdBSeCtTY I wise man once said RSI [--] is a very hot reading risk is increasing and wondered what was left in the gas tank after such a huge move. $PL I also said that this weekend. https://t.co/5FdBSeCtTY"
X Link 2026-02-02T14:44Z [----] followers, [----] engagements

"$UMAC thru [--] day. Mid $12s would be a first target. $UMAC is broken and remains vulnerable. While I want 2028s it may be too early as the next [--] quarters will still be a challenge as they staff up inventory up build up. Ahead of what should be bigly sales in back half [----]. Very different than $LPTH which is ready "now". https://t.co/4FVKGtGXl5 $UMAC is broken and remains vulnerable. While I want 2028s it may be too early as the next [--] quarters will still be a challenge as they staff up inventory up build up. Ahead of what should be bigly sales in back half [----]. Very different than $LPTH"
X Link 2026-02-02T14:52Z [----] followers, [---] engagements

"$UMAC looks headed to 61.8% $RCAT to 50% $LPTH trying to fight at 50% $DPRO don't ask ➑38.2% $RCAT ➑50% $LPTH* $UMAC $ONDS ➑61.8% none of the above ➑Don't ask $DPRO ➑The first rule of Fight club $UAVS Now we're cooking with gas slightly more in fact https://t.co/19brhqUBqH ➑38.2% $RCAT ➑50% $LPTH $UMAC $ONDS ➑61.8% none of the above ➑Don't ask $DPRO ➑The first rule of Fight club $UAVS Now we're cooking with gas *slightly more in fact https://t.co/19brhqUBqH"
X Link 2026-02-02T15:00Z [----] followers, [----] engagements

"$ACMR great action off the [--] ema China. $ACMR bounce off [--] ema China is getting some rotation. Semi equip boom play as China competes with USA https://t.co/Sj0gBvFi5c $ACMR bounce off [--] ema China is getting some rotation. Semi equip boom play as China competes with USA https://t.co/Sj0gBvFi5c"
X Link 2026-02-02T15:16Z [----] followers, [----] engagements

"$GLW something about photonics goes here. $GLW up on $META deal. Photonics Already has big $AAPL deal Doesn't get the headlines due to lack of being lower in the supply chain but it's probably going to have a really nice half decade ahead. ******** Facebook parent Meta Platforms has signed a deal to pay Gorilla https://t.co/GKomftmO0w $GLW up on $META deal. Photonics Already has big $AAPL deal Doesn't get the headlines due to lack of being lower in the supply chain but it's probably going to have a really nice half decade ahead. ******** Facebook parent Meta Platforms has signed a deal to pay"
X Link 2026-02-02T15:22Z [----] followers, [---] engagements

"$ZM off the [--] ema Worth a watch not for $ZM business but for potential massive Anthropic stake. Wow nice find $ZM -- Anthropic (if accurate) $51M investment in [----] now worth $2-$4B () *************** "While we (and the market) have been primarily focused on ZM's ability to gradually reaccelerate revenue growth and capture AI opportunities the quieter hidden gem might https://t.co/sMjXFTflCg Wow nice find $ZM -- Anthropic (if accurate) $51M investment in [----] now worth $2-$4B () *************** "While we (and the market) have been primarily focused on ZM's ability to gradually reaccelerate"
X Link 2026-02-02T15:28Z [----] followers, [---] engagements

"$AVAV all the way back to the [---] day. Wowza. That's one way to fill a gap. $AVAV Your [----] rally is now gone. 🫑 https://t.co/LOYFND47z0 $AVAV Your [----] rally is now gone. 🫑 https://t.co/LOYFND47z0"
X Link 2026-02-02T16:06Z [----] followers, [----] engagements

"You could have left us the damn $SKYT Instead. this $IONQ ☹ $IONQ in some real trouble here ; $SKYT investors thrilled I'm sure https://t.co/oXtAW9wrNh $IONQ in some real trouble here ; $SKYT investors thrilled I'm sure https://t.co/oXtAW9wrNh"
X Link 2026-02-02T16:08Z [----] followers, [----] engagements

"$PL danger will robinson Ignore if HOLDr All things eventually need a break. Aside $SNDK $PL caution. https://t.co/8U7C6DxBFe $PL caution. https://t.co/8U7C6DxBFe"
X Link 2026-02-02T16:38Z [----] followers, [----] engagements

"$CRDO breaks the [---] day. Damn. I thought this was the #1 earning report of last season in terms of companies with any scale. Obviously something with $2M in sales probably did better but of anyone of more size than a typical McDonald's location. I am very curious what will come out as the cause of this or if this is just some situation like $AMPX where they sold it relentlessly for [--] months before turning it. They don't report til March. $CRDO down to [---] day. Wow. Fundamentals vs technicals. Lean latter in any argument. Case study. https://t.co/UzhswqR4NM $CRDO down to [---] day. Wow."
X Link 2026-02-02T17:06Z [----] followers, [----] engagements

"$VICR talk If you aren't familiar with Cerebras and $VICR you should get familiar. Cerebras is the first customer set to use $VICR 2nd gen vertical power delivery modules and Vicor is in talks with ALL OEMs and hyperscalers who make their own chips to do the same. This stock may have gone If you aren't familiar with Cerebras and $VICR you should get familiar. Cerebras is the first customer set to use $VICR 2nd gen vertical power delivery modules and Vicor is in talks with ALL OEMs and hyperscalers who make their own chips to do the same. This stock may have gone"
X Link 2026-02-02T17:14Z [----] followers, [----] engagements

"Still hoping for [--] more leg down crypto later this week for a reversion to mean trade. Preferably during market hours. Think I'll be going with $ETHUSD this time around if it plays out. A boy can dream. $BTCUSD I love the reversion to mean trade when it presents itself It worked latter Nov it is setting up again. $BITX https://t.co/I3Fk468ype $BTCUSD I love the reversion to mean trade when it presents itself It worked latter Nov it is setting up again. $BITX https://t.co/I3Fk468ype"
X Link 2026-02-02T20:57Z [----] followers, [----] engagements

"$TER Dang those some #s Explains all the strength in chip equipment and testing TERADYNE $TER Q4'25 EARNINGS HIGHLIGHTS πŸ”Ή Revenue: $1.083B (Est. $969.33M) 🟒; +44% YoY +41% QoQ πŸ”Ή Adj. EPS: $1.80 (Est. $1.36) 🟒 πŸ”Ή Semiconductor Test Rev: $883M (Est. $786M) 🟒 πŸ”Ή Product Test Revenue: $110M πŸ”Ή Robotics Revenue: $89M Q1'26 Guidance: πŸ”Ή Revenue: TERADYNE $TER Q4'25 EARNINGS HIGHLIGHTS πŸ”Ή Revenue: $1.083B (Est. $969.33M) 🟒; +44% YoY +41% QoQ πŸ”Ή Adj. EPS: $1.80 (Est. $1.36) 🟒 πŸ”Ή Semiconductor Test Rev: $883M (Est. $786M) 🟒 πŸ”Ή Product Test Revenue: $110M πŸ”Ή Robotics Revenue: $89M Q1'26"
X Link 2026-02-02T22:02Z [----] followers, [----] engagements

"Need to listen to myself more often $LRCX This was in $110s mid Sep. [---] months later $230s Has a 2X ETF to boot. Grrr. $LRCU $LRCX AI rerating of old tech stocks The company unveiled a breakthrough deposition tool for next-generation chips used in artificial intelligence (AI) and high-performance computing (HPC). The new tool named VECTOR TEOS 3D is engineered to address key manufacturing https://t.co/kxtjCe376H $LRCX AI rerating of old tech stocks The company unveiled a breakthrough deposition tool for next-generation chips used in artificial intelligence (AI) and high-performance computing"
X Link 2026-02-03T12:31Z [----] followers, [---] engagements

"Live look at $ENVX investors $ENVX pretty ominous chart Ran some numbers vs $AMPX on valuation and it's not close. This one is way more expensive and not growing as fast. https://t.co/ibPFjIygQN $ENVX pretty ominous chart Ran some numbers vs $AMPX on valuation and it's not close. This one is way more expensive and not growing as fast. https://t.co/ibPFjIygQN"
X Link 2026-02-03T14:20Z [----] followers, [----] engagements

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@fundmyfund
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