#  @stocktalkweekly Stock Talk Several stocks are gaining attention, including $ENS, $PLPC, $AMKR, and $GXO, which are involved in themes such as battery technology, grid infrastructure, semiconductor supply chain, and warehouse automation. These companies are reportedly profitable and have growth potential, with some trading at relatively low valuations. The focus on domestic and US-based companies is also notable, with some stocks benefiting from trends like reshoring and US semiconductor production. ### Engagements: [-------] [#](/creator/twitter::1289823541098143744/interactions)  - [--] Week [-------] -40% - [--] Month [---------] +260% - [--] Months [----------] -31% - [--] Year [----------] +63% ### Mentions: [--] [#](/creator/twitter::1289823541098143744/posts_active)  - [--] Week [---] +17% - [--] Month [---] +52% - [--] Months [-----] -7% - [--] Year [-----] +6.90% ### Followers: [-------] [#](/creator/twitter::1289823541098143744/followers)  - [--] Week [-------] +0.23% - [--] Month [-------] +1.30% - [--] Months [-------] +14% - [--] Year [-------] +28% ### CreatorRank: [------] [#](/creator/twitter::1289823541098143744/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #1996 [stocks](/list/stocks) 18.75% [technology brands](/list/technology-brands) 10.94% [cryptocurrencies](/list/cryptocurrencies) #5028 [countries](/list/countries) 6.25% [financial services](/list/financial-services) #873 [automotive brands](/list/automotive-brands) 2.34% [fashion brands](/list/fashion-brands) 0.78% [currencies](/list/currencies) 0.78% [agencies](/list/agencies) 0.78% **Social topic influence** [$amkr](/topic/$amkr) #3, [stocks](/topic/stocks) #962, [$ens](/topic/$ens) #2, [$viav](/topic/$viav) #2, [in the](/topic/in-the) 5.47%, [$plab](/topic/$plab) #1, [ens](/topic/ens) #70, [$leu](/topic/$leu) 3.91%, [ai](/topic/ai) 3.91%, [$gxo](/topic/$gxo) #2 **Top accounts mentioned or mentioned by** [@amitisinvesting](/creator/undefined) [@wolf_financial](/creator/undefined) [@lkmmaje2002](/creator/undefined) [@ishanphd](/creator/undefined) [@grok](/creator/undefined) [@lokhi71962865](/creator/undefined) [@stockmktnewz](/creator/undefined) [@evtolcommander](/creator/undefined) [@thejefflutz](/creator/undefined) [@stock](/creator/undefined) [@stocksonspaces](/creator/undefined) [@freshfrancois](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@theandrewrobeen](/creator/undefined) [@vibewithrb](/creator/undefined) [@skepticalbaba](/creator/undefined) [@simonjosephva](/creator/undefined) [@ripster47](/creator/undefined) [@ktrade2021](/creator/undefined) [@theromantrader](/creator/undefined) **Top assets mentioned** [Amkor Technology Inc (AMKR)](/topic/$amkr) [Ethereum Name Service (ENS)](/topic/$ens) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [Centrus Energy Corp. (LEU)](/topic/$leu) [GXO Logistics, Inc. (GXO)](/topic/$gxo) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Synaptics Inc (SYNA)](/topic/$syna) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Tesla, Inc. (TSLA)](/topic/tesla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Apple, Inc. (AAPL)](/topic/$aapl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [ThoreCoin (THR)](/topic/$thr) [Leidos Holdings Inc (LDOS)](/topic/$ldos) [IonQ, Inc. (IONQ)](/topic/$ionq) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [GameStop, Corp. (GME)](/topic/$gme) [Cameco Corporation (CCJ)](/topic/$ccj) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [MP Materials Corp. (MP)](/topic/$mp) [Microsoft Corp. (MSFT)](/topic/microsoft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) ### Top Social Posts Top posts by engagements in the last [--] hours "New position opened in Greenland/Arctic shipping stock at https://t.co/NbEwQ4ZHLH New position opened in Greenland/Arctic shipping stock at https://t.co/NbEwQ4ZHLH" [X Link](https://x.com/stocktalkweekly/status/2016159025553879053) 2026-01-27T14:39Z 370.5K followers, 76.4K engagements "Saltchuk Resources Inc. announced a definitive agreement to acquire Great Lakes Dredge & Dock Corporation $GLDD for approximately $1.2 billion in aggregate equity value and $1.5 billion total transaction value. Under the agreement Saltchuk will commence a tender offer to acquire all outstanding shares of Great Lakes for $17.00 per share in cash. The purchase price represents a 25% premium to Great Lakes' 90-day volume-weighted average price as of February [--] [----] and a 5% premium to the company's all-time high closing price. This is the thesis I shared on $GLDD with our subscribers on Jan" [X Link](https://x.com/stocktalkweekly/status/2021588705589248394) 2026-02-11T14:14Z 370.5K followers, 31.1K engagements "Year-to-date performance +48.91% vs. +1.40% for S&P-500" [X Link](https://x.com/stocktalkweekly/status/2021693021704638568) 2026-02-11T21:09Z 370.5K followers, 22.3K engagements "@amitisinvesting Men lie women lie numbers don't 🤷♂" [X Link](https://x.com/stocktalkweekly/status/2021728000815796332) 2026-02-11T23:28Z 370.5K followers, [----] engagements "LEIDOS $LDOS upgraded to 'Outperform' (from Sector Perform) at RBC Capital with a $210 price-target (from $180): "We are upgrading shares of Leidos Holdings to Outperform from Sector Perform. Our Outperform thesis is underpinned by continued strength and execution in Leidos' Health Services business strong defense portfolio positioning and increased confidence under CEO Tom Bell and the revised strategic direction. Despite the recent strength in the stock (up 23% YTD vs 4% industry average) we believe the beat-and-raise setup will persist with downside risks likely having troughed. Balance" [X Link](https://x.com/stocktalkweekly/status/1963586897193697351) 2025-09-04T12:56Z 369.8K followers, [----] engagements "Direct quote from Nvidia $NVDA earnings call: "We will continue to work with Foxconn Wistron Amkor $AMKR and others to grow our presence in the U.S. over the next [--] years." Amidst all the TPU hype today friendly reminder that Amkor $AMKR is expected to win Broadcoms CoWoS packaging slots for Googles TPU V6 and V7 ASICs in [----]. "Winner-agnostic" as they say $AVGO $GOOGL Amidst all the TPU hype today friendly reminder that Amkor $AMKR is expected to win Broadcoms CoWoS packaging slots for Googles TPU V6 and V7 ASICs in [----]. "Winner-agnostic" as they say $AVGO $GOOGL" [X Link](https://x.com/stocktalkweekly/status/1991273229097255289) 2025-11-19T22:31Z 369.8K followers, 64.8K engagements "I cycled through 30-40 stocks in the portfolio this year yet just the [--] biggest contributors made up over half of my performance this year. Those [--] stocks were: - Amkor $AMKR - EnerSys $ENS - Nebius $NBIS - Viavi $VIAV - Centrus Energy $LEU - Kratos $KTOS - Robinhood $HOOD Tremendous feeling for the portfolio to be back to all-time-highs headed into the end of the year. +521.93% vs. +13.18% for the S&P-500 Best year of my career thus far. [--] positions. Full portfolio transparency the entire way. Stock-picking is a hard game but well worth it. https://t.co/oOQXdQudAx Tremendous feeling for the" [X Link](https://x.com/stocktalkweekly/status/1996067802441285858) 2025-12-03T04:03Z 369.8K followers, 57.9K engagements "New position opened in industrial stock at http://whop.com/stocktalk http://whop.com/stocktalk" [X Link](https://x.com/stocktalkweekly/status/1996637747579363566) 2025-12-04T17:48Z 370.3K followers, 30.8K engagements "I have [--] positions in my portfolio currently these are the market caps: $2.4T $1.5T $122B $24B $13B $12.3B $11B $10B $5.4B $4.8B $4.5B $4.2B $1.5B $1.3B $1.1B $185M" [X Link](https://x.com/stocktalkweekly/status/1998500898012864924) 2025-12-09T21:11Z 369.8K followers, 129.3K engagements "Four stocks that I put on your radar before *anyone else* on this platform small account or large was talking about them $PLAB $AMKR $ENS $VIAV All four have skyrocketed since" [X Link](https://x.com/stocktalkweekly/status/1998776738570965296) 2025-12-10T15:28Z 370.2K followers, 34.2K engagements "My largest position EnerSys $ENS hit a new all time high today. The $115 calls I purchased for $8.60 in October are now worth $60 each for a +600% gain" [X Link](https://x.com/stocktalkweekly/status/2014010917004992867) 2026-01-21T16:23Z 369.7K followers, 28.7K engagements "@IshanPHD Nope I don't own either of those" [X Link](https://x.com/stocktalkweekly/status/2014391165588484309) 2026-01-22T17:34Z 369.8K followers, [---] engagements "IONQ ACQUIRES U.S. SEMICONDUCTOR FOUNDRY SKYWATER TECHNOLOGY FOR $1.8 BILLION OR $35/SHARE ($15 IN CASH & $20 IN IONQ STOCK) TO CREATE "VERTICALLY INTEGRATED QUANTUM PLATFORM" $IONQ $SKYT" [X Link](https://x.com/stocktalkweekly/status/2015728717792743761) 2026-01-26T10:09Z 369.9K followers, 165.9K engagements "Our Founding Fathers would be embarrassed by the quality of political discourse today. Encamped parties foregoing substantive debate for buzzwords & labels. No point by point contentions. No one listens to each other. No original thoughts. Minds are already made. Too far gone" [X Link](https://x.com/stocktalkweekly/status/2015895714799206775) 2026-01-26T21:12Z 369.6K followers, 36.2K engagements "Michael Burry going long GameStop $GME was definitely not on my [----] bingo card lol" [X Link](https://x.com/stocktalkweekly/status/2015914526789492785) 2026-01-26T22:27Z 369.6K followers, 36.2K engagements "*ANTHROPIC DOUBLES VC FUNDRAISING ROUND TO $20 BILLION AT $350 BILLION VALUATION ON SURGING INVESTOR DEMAND" [X Link](https://x.com/stocktalkweekly/status/2016222961787699648) 2026-01-27T18:53Z 369.6K followers, 44.5K engagements "Year-to-date performance +52.54% vs. +2.06% for the S&P-500 Widest-ever margin of outperformance for me in the first month of the year. On pace to beat last years +505% 1-year return but obviously a lot of year left. This early cushion will make position management easier" [X Link](https://x.com/stocktalkweekly/status/2016248479866069447) 2026-01-27T20:34Z 369.6K followers, 26.4K engagements "*SOFTBANK IN TALKS TO INVEST AN ADDITIONAL $30 BILLION INTO OPENAI" [X Link](https://x.com/stocktalkweekly/status/2016307575373943081) 2026-01-28T00:29Z 369.8K followers, 39.3K engagements "*ANTHROPIC RAISES [----] REVENUE FORECAST BY +20% EXPECTS $55 BILLION IN SALES THIS YEAR AND NEARLY $150 BILLION IN ANNUAL SALES BY 2029" [X Link](https://x.com/stocktalkweekly/status/2016322537848737934) 2026-01-28T01:28Z 369.7K followers, 204.2K engagements "*DEPARTMENT OF ENERGY TO ANNOUNCE NEW INITIATIVE TO BUILD OUT U.S. NUCLEAR FUEL SUPPLY CHAIN TODAY $LEU $CCJ $UUUU" [X Link](https://x.com/stocktalkweekly/status/2016556053429633238) 2026-01-28T16:56Z 369.7K followers, 189.7K engagements "Research leads to knowledge which leads to conviction which leads to ability to stomach volatility which leads to more profit" [X Link](https://x.com/stocktalkweekly/status/2016582144135499826) 2026-01-28T18:40Z 369.6K followers, 19K engagements "@thejefflutz The overlap with batteries & renewable energy makes it a tough policy stance to be aggressive on for them" [X Link](https://x.com/stocktalkweekly/status/2016582296074154482) 2026-01-28T18:41Z 369.7K followers, [----] engagements "@thejefflutz $ENS is still my largest position so I believe that they will at some point. I agree that it's a necessity with or without the renewable focus" [X Link](https://x.com/stocktalkweekly/status/2016583906112180723) 2026-01-28T18:47Z 369.8K followers, [----] engagements "@aleabitoreddit Yes $LEU is the best by default. Spec plays like $ASPI are delivering samples (but non-uranium isotopes not enriching uranium at this time) and $LTBR is a decade away from purchase orders lol" [X Link](https://x.com/stocktalkweekly/status/2016588720124600795) 2026-01-28T19:06Z 369.8K followers, [----] engagements "*POWELL: MOST OF THE INFLATION IS FROM TARIFFS WHICH IS A GOOD THING BECAUSE THAT MEANS ITS NOT FROM OVERHEATING OF DEMAND. IN NON-TARIFF SERVICES WE ARE SEEING BROAD DISINFLATION" [X Link](https://x.com/stocktalkweekly/status/2016599033121251331) 2026-01-28T19:47Z 369.7K followers, 67.8K engagements "POWELL: IT'S NOT ANYONE'S BASE CASE THAT THE NEXT MOVE WILL BE A RATE HIKE" [X Link](https://x.com/stocktalkweekly/status/2016600273095909697) 2026-01-28T19:52Z 369.8K followers, 30K engagements "The Department of Energy announced a realignment of their Critical Minerals program today. These are the details: The U.S. Department of Energys (DOE) Office of Critical Minerals and Energy Innovation (CMEI) today formalized the realignment of a range of programs pertaining to critical minerals manufacturing federal codes and standards and energy technology research and development. Our new energy challenges demand a new orientation for the federal programs that are best positioned to meet them said Assistant Secretary of Energy (EERE) Audrey Robertson. Under this realignment the Department" [X Link](https://x.com/stocktalkweekly/status/2016604729267093600) 2026-01-28T20:10Z 369.8K followers, 38K engagements "TESLA $TSLA EARNINGS EPS: $0.50 vs. $0.45 est. Revenue: $24.90B vs. $24.77B est" [X Link](https://x.com/stocktalkweekly/status/2016618731389038780) 2026-01-28T21:05Z 369.8K followers, 32.7K engagements "*TESLA TO ACQUIRE $2 BILLION STAKE IN XAI $TSLA" [X Link](https://x.com/stocktalkweekly/status/2016619532995985740) 2026-01-28T21:08Z 369.7K followers, 146.2K engagements "Viavi Solutions $VIAV Earnings" [X Link](https://x.com/stocktalkweekly/status/2016622056394170666) 2026-01-28T21:18Z 369.7K followers, 21.6K engagements "*TESLA TO TERMINATE MODEL X & S PRODUCTION IN ORDER TO OPEN PRODUCTION CAPACITY FOR 'OPTIMUS' HUMANOID ROBOT $TSLA" [X Link](https://x.com/stocktalkweekly/status/2016643178414133545) 2026-01-28T22:42Z 369.7K followers, 118.1K engagements "*MP MATERIALS $MP MAKES STATEMENT ON REUTERS RARE EARTH STORY "Todays Reuters report is inaccurate misleading and inconsistent with the facts. It follows a pattern of speculative and misleading reporting that has repeatedly mischaracterized government policy and caused unnecessary confusion in the marketplace. MP Materials has a binding longterm agreement with the U.S. Department of War that remains fully in force including the Price Protection Agreement executed last year. There has been no change whatsoever to our contract or to the governments obligations under it. Any implication that the" [X Link](https://x.com/stocktalkweekly/status/2016669352515326450) 2026-01-29T00:26Z 369.8K followers, 141.3K engagements "*NVIDIA MICROSOFT AND AMAZON IN TALKS TO INVEST AN ADDITIONAL $60 BILLION INTO OPENAI AT $730 BILLION PRE-MONEY VALUATION $NVDA $MSFT $AMZN" [X Link](https://x.com/stocktalkweekly/status/2016708246069723188) 2026-01-29T03:01Z 369.8K followers, 141.7K engagements "Viavi Solutions $VIAV is up +15% this morning on the back of an excellent earnings. As usual we were ahead of the herd. On 10/24/25 I shared my $VIAV thesis for our members at $13.58 as one of my top [--] positions. Today the stock is trading over $24 up +80% $14C is up +667% Nice earnings for our new position $VIAV Revenue: $299.1M vs. $275.3M est. +25.6% Y/Y EPS: $0.15 vs. $0.11 est. +150% Y/Y Great quote from the CEO on the synergy of Spirent: "VIAVI's first quarter financial performance has exceeded our expectations. Strong demand from the data Nice earnings for our new position $VIAV" [X Link](https://x.com/stocktalkweekly/status/2016895492571967868) 2026-01-29T15:25Z 369.8K followers, 39.9K engagements "Getting kicked in the teeth on a few positions today. Always healthy to get ego-checked by the market after a +50% start to the year but appropriate sizing helps" [X Link](https://x.com/stocktalkweekly/status/2016905168109941219) 2026-01-29T16:03Z 369.8K followers, 48.9K engagements "*NHTSA REGULATORS LAUNCH PROBE INTO WAYMO AFTER SELF-DRIVING VEHICLE HITS & INJURES CHILD IN SANTA MONICA $GOOGL $UBER $LYFT" [X Link](https://x.com/stocktalkweekly/status/2016917162632311079) 2026-01-29T16:51Z 369.8K followers, 40.3K engagements "*1 MILLION AMERICAN FAMILIES HAVE SIGNED UP FOR TRUMP STOCK MARKET ACCOUNTS FOR THEIR CHILDREN IN THE FIRST WEEK -- TREASURY SECRETARY SAYS THEY EXPECT [--] MILLION ELIGIBLE FAMILIES" [X Link](https://x.com/stocktalkweekly/status/2016922436558557241) 2026-01-29T17:12Z 369.8K followers, 75.7K engagements "All the rare earth companies should band together and file a generational class-action lawsuit against Reuters. It's about time the incessant speculation and wildly misleading headlines face some consequence. Fake news is especially dangerous with publicly-traded stocks" [X Link](https://x.com/stocktalkweekly/status/2016951451478569296) 2026-01-29T19:07Z 369.8K followers, 54.6K engagements "Seven positions green for us today helped cushion the drawdown portfolio down just 0.3% on the day. Year-to-date performance +52.37% vs. +1.40% for the S&P-500" [X Link](https://x.com/stocktalkweekly/status/2016959303463133654) 2026-01-29T19:39Z 369.8K followers, 43.3K engagements "@lokhi71962865 The opposite. I provide deep-dive research on SMID caps that are under-covered. Thousands of people subscribe to the service and almost no one cancels. $AMKR at $24 $ENS at $110 $KTOS at $20 $HOOD at $19 $PLAB at $20 $OSS at $4.71 $VIAV at $13.84 $LEU at $96 etc. etc" [X Link](https://x.com/stocktalkweekly/status/2016970890131489157) 2026-01-29T20:25Z 369.8K followers, [----] engagements "@lokhi71962865 @Stock @amitisinvesting is my friend and he is in my server and can vouch that it is indeed high quality research with consistent success. It's not like the other paid services he's referring to" [X Link](https://x.com/stocktalkweekly/status/2016999411369255004) 2026-01-29T22:18Z 369.6K followers, [----] engagements "@amitisinvesting @lokhi71962865 @Stock My brotha 🍻 appreciate you always" [X Link](https://x.com/stocktalkweekly/status/2017012373706469786) 2026-01-29T23:09Z 369.6K followers, [----] engagements "@theandrewrobeen Haha yeah $ENS has been a banger (and you can see that weighting in the portfolio too 😲) -- cheers my friend. We throw a lot of darts in Q1 but focus will get tighter as the year progresses" [X Link](https://x.com/stocktalkweekly/status/2017327558199562306) 2026-01-30T20:02Z 369.8K followers, [---] engagements "@VibeWithRB @amitisinvesting Very kind of you to say my friend. Glad you're learning and glad you enjoyed the convo with Amit" [X Link](https://x.com/stocktalkweekly/status/2018534310630797487) 2026-02-03T03:57Z 369.7K followers, [----] engagements "@SkepticalBaba Many billions in liquidations margin calls and forced selling from ETF rebalances" [X Link](https://x.com/stocktalkweekly/status/2019502516388655562) 2026-02-05T20:04Z 369.8K followers, [----] engagements "@Racer51_ Many reports out today that the single-day leveraged ETF sell is in excess of $20 billion" [X Link](https://x.com/stocktalkweekly/status/2019502643085725945) 2026-02-05T20:05Z 369.8K followers, [----] engagements "@SimonJosephVa What do you mean "pushed" this The FDA named Hims & Hers explicitly It's relevant news" [X Link](https://x.com/stocktalkweekly/status/2019903700744171895) 2026-02-06T22:39Z 369.8K followers, [----] engagements "RT @ripster47: @stocktalkweekly $AMKR you were first one on this stock. From your mentions following it since and many people have banked" [X Link](https://x.com/stocktalkweekly/status/2021634344041816193) 2026-02-11T17:16Z 370K followers, [--] engagements "RT @amitisinvesting: https://x.com/i/spaces/1djGXWVoLVRKZ https://x.com/i/spaces/1djGXWVoLVRKZ" [X Link](https://x.com/stocktalkweekly/status/2021641146963767566) 2026-02-11T17:43Z 370.3K followers, [--] engagements "On Friday afternoon we opened two new spots in the drone theme: $AVAV $245C @ $9.60 (up +105% from entry) $DPRO shares @ $6.50 (up +26% from entry) Ahead of the herd always. Opened new position in small-cap drone stock at https://t.co/NbEwQ50fBf Opened new position in small-cap drone stock at https://t.co/NbEwQ50fBf" [X Link](https://x.com/stocktalkweekly/status/2003164056841285742) 2025-12-22T18:01Z 370.5K followers, 69.9K engagements "*BREAKING: SPACEX OFFICIALLY ACQUIRES XAI Details from SpaceX website: xAI joins SpaceX to Accelerate Humanitys Future SpaceX has acquired xAI to form the most ambitious vertically-integrated innovation engine on (and off) Earth with AI rockets space-based internet direct-to-mobile device communications and the worlds foremost real-time information and free speech platform. This marks not just the next chapter but the next book in SpaceX and xAI's mission: scaling to make a sentient sun to understand the Universe and extend the light of consciousness to the stars Current advances in AI are" [X Link](https://x.com/stocktalkweekly/status/2018441223875297303) 2026-02-02T21:47Z 370.5K followers, 35.2K engagements "PRESIDENT TRUMP: THIS IS BIDENS MARKET" [X Link](https://x.com/stocktalkweekly/status/2019436680378478607) 2026-02-05T15:43Z 370.5K followers, 375.8K engagements "(this is a joke)" [X Link](https://x.com/stocktalkweekly/status/2019436877896667321) 2026-02-05T15:44Z 370.5K followers, 45K engagements "Any guesses which "leading" humanoid robotics customer Synaptics CEO is referring to in this quote from the earnings call $SYNA "We are now sampling silicon for pilot builds of humanoid at a major customer that's leading the marketplace and has made commitments to the marketplace to deliver pilots this year and go into production next year. This is on the backs of our touch sensory controllers and our bridge solutions that help transport high bandwidth data effectively in the humanoid. And so this is all underway. We are in the process of working with our customer our lead customer building" [X Link](https://x.com/stocktalkweekly/status/2019834207363616887) 2026-02-06T18:02Z 370.5K followers, 59.6K engagements "Many leading stocks from [----] & [----] have now given up too much ground to become leading stocks again this cycle. Bounces will be tradable on many of these stocks but for those looking for sustainable upside focus on the names that have held up or continued to trend higher" [X Link](https://x.com/stocktalkweekly/status/2022010269959172582) 2026-02-12T18:09Z 370.5K followers, 32K engagements "Pitch me your favorite SMID cap stock (between $200M to $10B market cap) Tell me the whole story. I'll respond with my opinion on all the thoughtful replies" [X Link](https://x.com/stocktalkweekly/status/1973535888501318011) 2025-10-01T23:49Z 370.5K followers, 77.8K engagements "FINAL [----] FULL-YEAR PERFORMANCE +505.20% vs. +17.25% for S&P-500 Truly life-changing year for me. Full portfolio transparency the entire way shared with thousands of members. No meme stocks and no 0DTE options. Just deep-research on themes & industries. Proud & humbled" [X Link](https://x.com/stocktalkweekly/status/2006451321080258979) 2025-12-31T19:44Z 370.5K followers, 255.3K engagements "New position opened in mid-cap edge AI / on-device inference stock at http://whop.com/stocktalk http://whop.com/stocktalk" [X Link](https://x.com/stocktalkweekly/status/2011482510027313426) 2026-01-14T16:56Z 370.5K followers, 116.9K engagements "The on-device inference stock I shared with our community members on Wednesday was Synaptics $SYNA This is the thesis I shared: In my view one of the biggest themes of this year will be Edge Compute & On-Device Inference. Currently the only position in my portfolio that addresses this theme is $OSS (opened @ $4.71 on 11/26/25 before the crowd knew about it) which is a core position. However I would like to layer exposure here with a few more stocks. One of those stocks is Synaptics $SYNA You should think of an AI-capable device as having three big layers: Sensors & inputs (camera microphones" [X Link](https://x.com/stocktalkweekly/status/2012176558694273180) 2026-01-16T14:54Z 370.5K followers, 168.5K engagements "This is the thesis I shared on $GLDD with our subscribers on Jan 15th (one week before today's JP Morgan note -- ahead of the herd): My current shipbuilding exposure is $HII which we've owned since early last year and has done very well for us (nearly doubled from low $200s to $400+). However I want to increase my exposure to the shipbuilding and U.S. naval expansion phenomenon. There is a tremendous amount of policy focus here and I don't think it's going away for the next few years especially with the launch of the Trump-class battleship. A shipbuilding focus means more emphasis on domestic" [X Link](https://x.com/stocktalkweekly/status/2014341841416577391) 2026-01-22T14:18Z 370.5K followers, 46.6K engagements "*SPACEX IN TALKS TO MERGE WITH XAI BEFORE THIS YEAR'S IPO" [X Link](https://x.com/stocktalkweekly/status/2016944417567834619) 2026-01-29T18:39Z 370.5K followers, 1.3M engagements "Friendly reminder that the people who are bragging about their performance over the past few days have performed like absolute shit over the past few years" [X Link](https://x.com/stocktalkweekly/status/2019133206499586253) 2026-02-04T19:37Z 370.5K followers, 27.1K engagements "Took a kick in the teeth these past couple sessions but still doing great on the year +40% YTD" [X Link](https://x.com/stocktalkweekly/status/2019204084809842804) 2026-02-05T00:19Z 370.5K followers, 25.7K engagements "@Naruto_42069 @amitisinvesting Cheers Naruto you're always so kind. Let's keep killing it" [X Link](https://x.com/stocktalkweekly/status/2021729090114662536) 2026-02-11T23:32Z 370.5K followers, [---] engagements "*PRESIDENT TRUMP TO ROLL BACK TARIFFS ON METALS AND ALUMINUM - FINANCIAL TIMES" [X Link](https://x.com/stocktalkweekly/status/2022176607700758792) 2026-02-13T05:10Z 370.5K followers, 101.3K engagements "What's your favorite undiscovered stock that no one is paying attention to" [X Link](https://x.com/stocktalkweekly/status/1965935713993781722) 2025-09-11T00:29Z 370.5K followers, 116.3K engagements "President Trump said this week "Our grid is old and tired" [--] SMID cap "grid" stocks to watch if theme sparks: - Preformed Line $PLPC - Power Solutions $PSIX - Ameresco $AMRC - MYR $MYRG - Powell $POWL - EnerSys $ENS - Arcosa $ACA - Itron $ITRI - Primoris $PRIM - Valmont $VMI" [X Link](https://x.com/stocktalkweekly/status/1975986034136809638) 2025-10-08T18:05Z 370.5K followers, 194.5K engagements "In spite of all the wild speculation there are still so many reasonably priced gems in this market with direct exposure to red-hot themes. A little bit of old-school research can do wonders when everyone is chasing the same pucks" [X Link](https://x.com/stocktalkweekly/status/1977783523709731316) 2025-10-13T17:08Z 370.5K followers, 38.8K engagements "@stepnotonpets Two years of plenty of that. I owned all the best names 5x lower $LEU $KTOS $NBIS I STILL own them but not adding to them here. Fresh cash going into profitable theme plays $ENS $PLPC $AMKR $PLAB $GXO $MTRN $HII $DOCN etc" [X Link](https://x.com/stocktalkweekly/status/1978471813685596481) 2025-10-15T14:43Z 370.5K followers, [----] engagements "@pennycheck And also for the noobies balance the spec names in your portfolio with some of undervalued gems like $AMKR $PLPC $ENS $GXO $HLIO $PLAB etc. which have barely drawn down these past few days (and are SMIDs)" [X Link](https://x.com/stocktalkweekly/status/1979277925129023801) 2025-10-17T20:06Z 370.5K followers, [----] engagements "@StocksOnSpaces @StockMKTNewz $AMKR $ENS $PLPC $GXO" [X Link](https://x.com/stocktalkweekly/status/1979691961075544130) 2025-10-18T23:31Z 370.5K followers, [----] engagements "Avride autonomous robot will be delivering my UberEats order today $NBIS" [X Link](https://x.com/stocktalkweekly/status/1981830163567718769) 2025-10-24T21:08Z 370.5K followers, 68.9K engagements "*CHINA PURCHASES [------] TONS OF U.S. SOYBEANS THE FIRST ORDER IN MONTHS AS SHOW OF GOOD FAITH AHEAD OF TOMORROW'S MEETING BETWEEN PRESIDENTS TRUMP & XI" [X Link](https://x.com/stocktalkweekly/status/1983446064515751991) 2025-10-29T08:09Z 370.5K followers, 565.8K engagements "*SANDISK $SNDK TO REPLACE INTERPUBLIC $IPG IN S&P-500 THIS FRIDAY NOVEMBER 28TH" [X Link](https://x.com/stocktalkweekly/status/1993082683195339176) 2025-11-24T22:21Z 370.5K followers, 25.6K engagements "JOBY AVIATION $JOBY initiated at 'Sell' at Goldman Sachs with a $10 price-target: "Our price target implies 29% downside versus the average total return for our coverage universe of 29%. JOBY is the oldest EVTOL manufacturer founded in [----] relative to BETA in [----] ACHR in [----] and EVEX in [----]. As a result JOBY has the most heritage and has accumulated 40000+ EVTOL miles flown which we believe to be the most in the industry. JOBY appears to be in pole position among the EVTOL sector on certification but it is unclear if certification stages are linear and exactly where competitors stand." [X Link](https://x.com/stocktalkweekly/status/1995482981838835778) 2025-12-01T13:19Z 370.4K followers, 26.6K engagements "$SPY is red today but this is how my [--] position portfolio is performing. Ahead of the herd" [X Link](https://x.com/stocktalkweekly/status/1996618071205924974) 2025-12-04T16:30Z 370.5K followers, 35.7K engagements "I bought [--] of these $HII $300 calls at $17 each for $51K as a complement to my common stock position. Today the contracts are trading at $126 each worth $380K for a +628% gain" [X Link](https://x.com/stocktalkweekly/status/2011509769547251963) 2026-01-14T18:44Z 370.5K followers, 33.1K engagements "Great Lakes Dredge & Dock $GLDD initiated at 'Overweight' at JP Morgan with a $20 price-target: "We initiate coverage of Great Lakes Dredge & Dock (GLDD) with an Overweight rating and a YE26 $20 price target reflecting 35% upside potential. Based on insights from our visit to GLDDs Houston headquarters we reaffirm that GLDD is the largest dredging contractor in the US entering a multi-year upcycle driven by record government infrastructure spending a $1B+ backlog and expansion into offshore energy. We believe GLDDs modernized fleet and offshore energy will support above-peer growth and margin" [X Link](https://x.com/stocktalkweekly/status/2014336491665719718) 2026-01-22T13:56Z 370.5K followers, 44.3K engagements "New position opened in Greenland/Arctic shipping stock at http://whop.com/stocktalk http://whop.com/stocktalk" [X Link](https://x.com/stocktalkweekly/status/2014365755358233006) 2026-01-22T15:53Z 370.5K followers, 77.3K engagements "IMPORTANT: After posting +260% in [----] +505% in [----] and nearly +60% so far in [----] on the public portfolio the demand for our research service has exploded. Our prices will be *doubling* on March [--]. If you want to lock in current prices this is the last month to do so" [X Link](https://x.com/stocktalkweekly/status/2014381065138299380) 2026-01-22T16:54Z 370.5K followers, 234.6K engagements "@IshanPHD That's NOT my new position lol" [X Link](https://x.com/stocktalkweekly/status/2014385787471634789) 2026-01-22T17:12Z 370.4K followers, [----] engagements "*ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML" [X Link](https://x.com/stocktalkweekly/status/2016397102989844680) 2026-01-28T06:25Z 370.5K followers, 184.7K engagements "@stocktalkweekly @lokhi71962865 @Stock Stocktalk is probably [--] out of like [--] people on the entire platform worth paying for 😂 Legit 🐐 who is transparent beyond imagination @stocktalkweekly @lokhi71962865 @Stock Stocktalk is probably [--] out of like [--] people on the entire platform worth paying for 😂 Legit 🐐 who is transparent beyond imagination" [X Link](https://x.com/stocktalkweekly/status/2017049325050712408) 2026-01-30T01:36Z 370.4K followers, 32.5K engagements "Portfolio update posted at [--] total positions across [--] thematic baskets [--] large-caps [--] mid-caps [--] small-caps http://whop.com/stocktalk http://whop.com/stocktalk" [X Link](https://x.com/stocktalkweekly/status/2017271370971803740) 2026-01-30T16:19Z 370.5K followers, 25.7K engagements "*LARGEST 1-DAY DECLINE IN GOLD & SILVER IN OVER A DECADE (SINCE APRIL 2013)" [X Link](https://x.com/stocktalkweekly/status/2017282473445441552) 2026-01-30T17:03Z 370.5K followers, 32.4K engagements "Whether you're a trader or investor cost basis matters especially on weeks as volatile as this. It's easy to zoom out & find reassurance on the weekly charts when your position is deep in the money. It's much harder to do that if you're underwater off the rip. Never chase" [X Link](https://x.com/stocktalkweekly/status/2017301068489662943) 2026-01-30T18:17Z 370.5K followers, 22.9K engagements "*SILVER DOWN 32% GOLD DOWN 12% -- LARGEST SINGLE DAY DROP FOR PRECIOUS METALS IN HISTORY" [X Link](https://x.com/stocktalkweekly/status/2017303912835883486) 2026-01-30T18:28Z 370.5K followers, 45.1K engagements "Some services provide [---] ideas with 0.5% weighing each no conviction. Other services provide [---] ideas with no signal on entries/exits/size no execution. We run a portfolio with 10-20 stocks at a time and provide weightings & live entries/exits conviction & execution" [X Link](https://x.com/stocktalkweekly/status/2017326208636072328) 2026-01-30T19:57Z 370.5K followers, 29.6K engagements "*SPACEX HAS CONFIRMED ITS PLAN TO MERGE WITH XAI IN AN INTERNAL COMPANY MEMO" [X Link](https://x.com/stocktalkweekly/status/2018430689595527493) 2026-02-02T21:05Z 370.5K followers, 36.7K engagements "@EVTOLCommander great work cowboy" [X Link](https://x.com/stocktalkweekly/status/2021347709870014598) 2026-02-10T22:17Z 370.4K followers, [----] engagements "@KTrade2021 Didn't work out Lmao I got in at $96 it's been working fine still a double from where we entered. Stocks aren't gonna go up on every single earnings. I don't share my adds on X only on Discord" [X Link](https://x.com/stocktalkweekly/status/2021616572431782151) 2026-02-11T16:05Z 370.5K followers, [---] engagements "RT @TheRomanTrader: Shoutout to @stocktalkweekly for his great call on $GLDD Thank you 🙏 for this callout and Great analysis & insight" [X Link](https://x.com/stocktalkweekly/status/2021717632240541945) 2026-02-11T22:46Z 370.5K followers, [--] engagements "@FlowbyScorpio @amitisinvesting You must be retarded. Citrini runs [---] positions at a time. I run 10-20 positions with real conviction lol" [X Link](https://x.com/stocktalkweekly/status/2021728616157982770) 2026-02-11T23:30Z 370.5K followers, [---] engagements "@FreshFrancois @amitisinvesting Cheers Richard love that you're always following along and doing well" [X Link](https://x.com/stocktalkweekly/status/2021729548006572219) 2026-02-11T23:34Z 370.5K followers, [---] engagements "@Sergeant991 Probably $AMKR because of the sizing + options complement but I'd have to check to be certain" [X Link](https://x.com/stocktalkweekly/status/2021757921051177468) 2026-02-12T01:27Z 370.5K followers, [---] engagements "@mark_kokoszka Thank you Mark" [X Link](https://x.com/stocktalkweekly/status/2021760151150026756) 2026-02-12T01:35Z 370.4K followers, [---] engagements "@Daren921581691 @Hamza75235022 What do you want to know Service is available at http://whop.com/stocktalk http://whop.com/stocktalk" [X Link](https://x.com/stocktalkweekly/status/2021784129830818273) 2026-02-12T03:11Z 370.5K followers, [---] engagements "@SukhTatla http://whop.com/stocktalk http://whop.com/stocktalk" [X Link](https://x.com/stocktalkweekly/status/2021948192678445419) 2026-02-12T14:03Z 370.5K followers, [---] engagements "@THGIREHTOTDNAPU I teach my full process and share my full portfolio (weightings entries exits) at http://whop.com/stocktalk http://whop.com/stocktalk" [X Link](https://x.com/stocktalkweekly/status/2021951817601716447) 2026-02-12T14:17Z 370.5K followers, [---] engagements "@Tariusishere I share everything I buy & sell at http://whop.com/stocktalk http://whop.com/stocktalk" [X Link](https://x.com/stocktalkweekly/status/2021951893573185716) 2026-02-12T14:17Z 370.5K followers, [---] engagements "@InvestInYou69 @StocksOnSpaces Take some personal accountability. I never alerted a buy on that stock since LAST MAY. If me celebrating gave you FOMO and you bought at the wrong time thats not my issue lol" [X Link](https://x.com/stocktalkweekly/status/2022079570623787474) 2026-02-12T22:45Z 370.5K followers, [---] engagements "*CHINA PRESIDENT XI WILL MEET WITH EUROPEAN LEADERS INCLUDING FRANCE PRESIDENT SPAIN PM AND EU PRESIDENT IN VIETNAM IN THE COMING WEEKS AMID RISING GLOBAL TRADE TENSIONS OVER U.S. TARIFFS -- EUROPE SEEKING GREATER INTIMACY WITH CHINA & SOUTHEAST ASIA TO OFFSET U.S. RELIANCE" [X Link](https://x.com/stocktalkweekly/status/1907409177623904708) 2025-04-02T12:26Z 370.5K followers, 6.4M engagements "Investors refusing to pay attention to charts. Traders refusing to pay attention to valuations. Both willfully ignorant fools" [X Link](https://x.com/stocktalkweekly/status/2019074890343575904) 2026-02-04T15:45Z 370.5K followers, 36.6K engagements "Just because it's a "great company" does not mean you should incessantly buy every single dip. That's not how stocks work. The price you buy at matters. You have limited capital. The blind DCA philosophy may work with the S&P-500 but not with individual stocks. Use your brain" [X Link](https://x.com/stocktalkweekly/status/2019089472957157491) 2026-02-04T16:43Z 370.5K followers, 60.3K engagements "Amkor $AMKR - Broadcom $AVGO is designing OpenAI chips - Amkor won [----] 'Best Supplier Award' from Broadcom - Amkor partnered with Taiwan Semi $TSM & Apple $AAPL to launch largest OSAT hub in the U.S. -- Apple to be first customer - Trades under 1x sales - Testing 200-week SMA" [X Link](https://x.com/stocktalkweekly/status/1964049921822364158) 2025-09-05T19:36Z 370.5K followers, 530.7K engagements "New Greenland position opened at Now [--] positions in the 'Greenland basket'. http://whop.com/stocktalk http://whop.com/stocktalk" [X Link](https://x.com/stocktalkweekly/status/2016202903438893521) 2026-01-27T17:33Z 370.5K followers, 27.3K engagements "+730% return on my first and third largest positions the early bird gets the worm. $ENS $VIAV" [X Link](https://x.com/stocktalkweekly/status/2018414082588631090) 2026-02-02T19:59Z 370.5K followers, 33.9K engagements "The "rotation" bros have the IQ of squirrels. This market cannot survive without the AI stocks. The S&P-500 is too heavily weighted in technology. There's not enough market cap in the other sectors to compensate. Either AI stocks participate or the market corrects. Period" [X Link](https://x.com/stocktalkweekly/status/2019120257416429661) 2026-02-04T18:45Z 370.5K followers, 63.2K engagements "*CHALLENGER JANUARY JOB CUTS AT [------] HIGHEST JANUARY LAYOFF TOTAL SINCE [----] *NEW HIRING PLANS AT JUST [----] JOBS -- LOWEST JANUARY HIRING TOTAL ON RECORD *LAYOFF SURGE LED BY TRANSPORTATION (UPS CUTS 30K JOBS AMAZON CUTS 16K) *7% OF LAYOFFS ATTRIBUTED DIRECTLY TO AI" [X Link](https://x.com/stocktalkweekly/status/2019395460470051235) 2026-02-05T12:59Z 370.5K followers, 46.8K engagements "$QQQ attempting yet (another) Friday stick-save of the weekly 21ema" [X Link](https://x.com/stocktalkweekly/status/2019807331467636760) 2026-02-06T16:16Z 370.5K followers, 18.5K engagements "*ANDURIL CEO PALMER LUCKEY: WE ARE DEFINITELY GOING TO BE A PUBLICLY-TRADED COMPANY" [X Link](https://x.com/stocktalkweekly/status/1932567494486548665) 2025-06-10T22:36Z 370.5K followers, 474.6K engagements "USA RARE EARTH $USAR DIRECTOR MICHAEL BLITZER PURCHASES [------] SHARES AT $21.43" [X Link](https://x.com/stocktalkweekly/status/2016981696462156165) 2026-01-29T21:08Z 370.5K followers, 227.7K engagements "Leveraged ETFs and 0DTE options are major contributors to the indiscriminate forced selling weve been witnessing" [X Link](https://x.com/stocktalkweekly/status/2019502153895686551) 2026-02-05T20:03Z 370.5K followers, 44.5K engagements "Rosenblatt raises $SYNA price-target to $125 (from $95) "Synaptics turned in a beat-and-raise quarter led by 53% Y/Y growth in its Core IoT business. We believe the wireless connectivity products are enjoying growth from both new design wins and an upgrade cycle. Management cited multiple new MCU and microprocessor design wins and opportunities. We like Synaptics portfolio position for these markets. SYNA remains our top long idea for [----]. We are increasing our price target to $125 up from $95. The combination of embedded processors plus wireless connectivity is a very powerful solution for" [X Link](https://x.com/stocktalkweekly/status/2019783445203857727) 2026-02-06T14:41Z 370.5K followers, 28.9K engagements "*IRAN REFUSES TO CEASE NUCLEAR ENRICHMENT IN EARLY TALKS WITH U.S. NEGOTIATING TEAM - WALL STREET JOURNAL" [X Link](https://x.com/stocktalkweekly/status/2019789480597602455) 2026-02-06T15:05Z 370.5K followers, 65.2K engagements "*TRUMP ADMIN EXPLORING ANTITRUST PROBE AGAINST HOMEBUILDERS $XHB" [X Link](https://x.com/stocktalkweekly/status/2019823325003038850) 2026-02-06T17:19Z 370.5K followers, 21.8K engagements "*FDA MOVING TO COMBAT COPYCAT & COMPOUNDED GLP-1 DRUGS -- COMPOUNDED PRODUCTS CANNOT BE MARKETED AS "EQUIVALENT" TO FDA-APPROVED GLP1 -- VIOLATORS TO FACE ENFORCEMENT $HIMS" [X Link](https://x.com/stocktalkweekly/status/2019894047163224260) 2026-02-06T22:00Z 370.5K followers, 44.7K engagements "Amkor $AMKR hitting new 52-week highs today The $30 calls that I purchased last September at $2.58 each are trading at $26+ today for a +930% gain Ahead of the herd as always. Amkor $AMKR - Broadcom $AVGO is designing OpenAI chips - Amkor won [----] 'Best Supplier Award' from Broadcom - Amkor partnered with Taiwan Semi $TSM & Apple $AAPL to launch largest OSAT hub in the U.S. -- Apple to be first customer - Trades under 1x sales - Testing 200-week SMA https://t.co/1UqCCaTAOp Amkor $AMKR - Broadcom $AVGO is designing OpenAI chips - Amkor won [----] 'Best Supplier Award' from Broadcom - Amkor" [X Link](https://x.com/stocktalkweekly/status/2021598955826475136) 2026-02-11T14:55Z 370.5K followers, 35.3K engagements "Super-performance in the markets comes from the fine balance of having rules but also knowing when to break them" [X Link](https://x.com/stocktalkweekly/status/2021623003554164890) 2026-02-11T16:30Z 370.5K followers, 17.7K engagements "In October of last year I began 'Equity Edge' with @amitisinvesting Since then I've pitched [--] stocks: Oct [--] - $AMKR @ $30 & $PLAB @ $23 Oct [--] - $ENS @ $120 Oct [--] - $GXO @ $55 Nov [--] - $VIAV @ $17 Dec [--] - $THR @ $38 All [--] stocks are higher today up by an average of +52%" [X Link](https://x.com/stocktalkweekly/status/2021724734879355083) 2026-02-11T23:15Z 370.5K followers, 107.8K engagements "My most recent pitch was today's episode on $SYNA You can listen to the recording below if interested https://x.com/amitisinvesting/status/2021641018035363872s=20 https://t.co/27sKdPzrvA https://x.com/amitisinvesting/status/2021641018035363872s=20 https://t.co/27sKdPzrvA" [X Link](https://x.com/stocktalkweekly/status/2021725497265180866) 2026-02-11T23:18Z 370.5K followers, 22.5K engagements "This is what elite consistent stock-picking looks like. And we do it year-in and year-out. Through chop theme-changes & regime-changes. No bullshit. Every pick timestamped. A handful of high-conviction pitches instead of 100s of flippant ideas. Proof is in the pudding. In October of last year I began 'Equity Edge' with @amitisinvesting Since then I've pitched [--] stocks: Oct [--] - $AMKR @ $30 & $PLAB @ $23 Oct [--] - $ENS @ $120 Oct [--] - $GXO @ $55 Nov [--] - $VIAV @ $17 Dec [--] - $THR @ $38 All [--] stocks are higher today up by an average of +52% In October of last year I began 'Equity Edge' with" [X Link](https://x.com/stocktalkweekly/status/2021751637753442700) 2026-02-12T01:02Z 370.5K followers, 41.1K engagements "Since late October of last year there has been a clear preference in this market for "cheap" vs. expensive. Chasing momentum & memes won't get you any traction in this environment. Stop following one-trick ponies. Integrate fundamentals in your analysis or get left behind. Many of you who are listening to the "setup" bros and chasing momentum stocks that have already 5x'd this year are going to get buried alive and you will learn hard lessons about truly understanding the stocks that you own. Many of you who are listening to the "setup" bros and chasing momentum stocks that have already 5x'd" [X Link](https://x.com/stocktalkweekly/status/2021970991748944303) 2026-02-12T15:33Z 370.5K followers, 28.8K engagements "Cost basis is king. You can't sit through volatility nor can you enjoy the luxury of zooming out to weekly/monthly charts if your back is against the wall. Your psychological ability to manage a position is dramatically different when you're underwater. Buy at the right prices" [X Link](https://x.com/stocktalkweekly/status/2021985463217897489) 2026-02-12T16:31Z 370.5K followers, 30.9K engagements "*TAIWAN REVISES UP [----] FORECASTS DRAMATICALLY *SEES GDP GROWTH AT +7.71% VS. +3.54% PREVIOUS *SEES EXPORTS AT +22.22% VS. +6.32% PREVIOUS" [X Link](https://x.com/stocktalkweekly/status/2022221956318420997) 2026-02-13T08:11Z 370.5K followers, 46K engagements "$QQQ looking for its first close below the 21-week ema since the tariff flash crash last April" [X Link](https://x.com/stocktalkweekly/status/2022406751430357486) 2026-02-13T20:25Z 370.5K followers, 30.9K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@stocktalkweekly Stock TalkSeveral stocks are gaining attention, including $ENS, $PLPC, $AMKR, and $GXO, which are involved in themes such as battery technology, grid infrastructure, semiconductor supply chain, and warehouse automation. These companies are reportedly profitable and have growth potential, with some trading at relatively low valuations. The focus on domestic and US-based companies is also notable, with some stocks benefiting from trends like reshoring and US semiconductor production.
Social category influence finance #1996 stocks 18.75% technology brands 10.94% cryptocurrencies #5028 countries 6.25% financial services #873 automotive brands 2.34% fashion brands 0.78% currencies 0.78% agencies 0.78%
Social topic influence $amkr #3, stocks #962, $ens #2, $viav #2, in the 5.47%, $plab #1, ens #70, $leu 3.91%, ai 3.91%, $gxo #2
Top accounts mentioned or mentioned by @amitisinvesting @wolf_financial @lkmmaje2002 @ishanphd @grok @lokhi71962865 @stockmktnewz @evtolcommander @thejefflutz @stock @stocksonspaces @freshfrancois @aleabitoreddit @theandrewrobeen @vibewithrb @skepticalbaba @simonjosephva @ripster47 @ktrade2021 @theromantrader
Top assets mentioned Amkor Technology Inc (AMKR) Ethereum Name Service (ENS) Viavi Solutions Inc. Common Stock (VIAV) Centrus Energy Corp. (LEU) GXO Logistics, Inc. (GXO) Huntington Ingalls Industries Inc (HII) Synaptics Inc (SYNA) Broadcom, Inc. (AVGO) Nebius Group N.V. Class A Ordinary Shares (NBIS) Kratos Defense & Security Solutions, Inc. (KTOS) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) Apple, Inc. (AAPL) Taiwan Semiconductor (TSM) ThoreCoin (THR) Leidos Holdings Inc (LDOS) IonQ, Inc. (IONQ) SkyWater Technology, Inc. (SKYT) GameStop, Corp. (GME) Cameco Corporation (CCJ) Energy Fuels Inc. (UUUU) ASP Isotopes Inc. (ASPI) MP Materials Corp. (MP) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN)
Top posts by engagements in the last [--] hours
"New position opened in Greenland/Arctic shipping stock at https://t.co/NbEwQ4ZHLH New position opened in Greenland/Arctic shipping stock at https://t.co/NbEwQ4ZHLH"
X Link 2026-01-27T14:39Z 370.5K followers, 76.4K engagements
"Saltchuk Resources Inc. announced a definitive agreement to acquire Great Lakes Dredge & Dock Corporation $GLDD for approximately $1.2 billion in aggregate equity value and $1.5 billion total transaction value. Under the agreement Saltchuk will commence a tender offer to acquire all outstanding shares of Great Lakes for $17.00 per share in cash. The purchase price represents a 25% premium to Great Lakes' 90-day volume-weighted average price as of February [--] [----] and a 5% premium to the company's all-time high closing price. This is the thesis I shared on $GLDD with our subscribers on Jan"
X Link 2026-02-11T14:14Z 370.5K followers, 31.1K engagements
"Year-to-date performance +48.91% vs. +1.40% for S&P-500"
X Link 2026-02-11T21:09Z 370.5K followers, 22.3K engagements
"@amitisinvesting Men lie women lie numbers don't 🤷♂"
X Link 2026-02-11T23:28Z 370.5K followers, [----] engagements
"LEIDOS $LDOS upgraded to 'Outperform' (from Sector Perform) at RBC Capital with a $210 price-target (from $180): "We are upgrading shares of Leidos Holdings to Outperform from Sector Perform. Our Outperform thesis is underpinned by continued strength and execution in Leidos' Health Services business strong defense portfolio positioning and increased confidence under CEO Tom Bell and the revised strategic direction. Despite the recent strength in the stock (up 23% YTD vs 4% industry average) we believe the beat-and-raise setup will persist with downside risks likely having troughed. Balance"
X Link 2025-09-04T12:56Z 369.8K followers, [----] engagements
"Direct quote from Nvidia $NVDA earnings call: "We will continue to work with Foxconn Wistron Amkor $AMKR and others to grow our presence in the U.S. over the next [--] years." Amidst all the TPU hype today friendly reminder that Amkor $AMKR is expected to win Broadcoms CoWoS packaging slots for Googles TPU V6 and V7 ASICs in [----]. "Winner-agnostic" as they say $AVGO $GOOGL Amidst all the TPU hype today friendly reminder that Amkor $AMKR is expected to win Broadcoms CoWoS packaging slots for Googles TPU V6 and V7 ASICs in [----]. "Winner-agnostic" as they say $AVGO $GOOGL"
X Link 2025-11-19T22:31Z 369.8K followers, 64.8K engagements
"I cycled through 30-40 stocks in the portfolio this year yet just the [--] biggest contributors made up over half of my performance this year. Those [--] stocks were: - Amkor $AMKR - EnerSys $ENS - Nebius $NBIS - Viavi $VIAV - Centrus Energy $LEU - Kratos $KTOS - Robinhood $HOOD Tremendous feeling for the portfolio to be back to all-time-highs headed into the end of the year. +521.93% vs. +13.18% for the S&P-500 Best year of my career thus far. [--] positions. Full portfolio transparency the entire way. Stock-picking is a hard game but well worth it. https://t.co/oOQXdQudAx Tremendous feeling for the"
X Link 2025-12-03T04:03Z 369.8K followers, 57.9K engagements
"New position opened in industrial stock at http://whop.com/stocktalk http://whop.com/stocktalk"
X Link 2025-12-04T17:48Z 370.3K followers, 30.8K engagements
"I have [--] positions in my portfolio currently these are the market caps: $2.4T $1.5T $122B $24B $13B $12.3B $11B $10B $5.4B $4.8B $4.5B $4.2B $1.5B $1.3B $1.1B $185M"
X Link 2025-12-09T21:11Z 369.8K followers, 129.3K engagements
"Four stocks that I put on your radar before anyone else on this platform small account or large was talking about them $PLAB $AMKR $ENS $VIAV All four have skyrocketed since"
X Link 2025-12-10T15:28Z 370.2K followers, 34.2K engagements
"My largest position EnerSys $ENS hit a new all time high today. The $115 calls I purchased for $8.60 in October are now worth $60 each for a +600% gain"
X Link 2026-01-21T16:23Z 369.7K followers, 28.7K engagements
"@IshanPHD Nope I don't own either of those"
X Link 2026-01-22T17:34Z 369.8K followers, [---] engagements
"IONQ ACQUIRES U.S. SEMICONDUCTOR FOUNDRY SKYWATER TECHNOLOGY FOR $1.8 BILLION OR $35/SHARE ($15 IN CASH & $20 IN IONQ STOCK) TO CREATE "VERTICALLY INTEGRATED QUANTUM PLATFORM" $IONQ $SKYT"
X Link 2026-01-26T10:09Z 369.9K followers, 165.9K engagements
"Our Founding Fathers would be embarrassed by the quality of political discourse today. Encamped parties foregoing substantive debate for buzzwords & labels. No point by point contentions. No one listens to each other. No original thoughts. Minds are already made. Too far gone"
X Link 2026-01-26T21:12Z 369.6K followers, 36.2K engagements
"Michael Burry going long GameStop $GME was definitely not on my [----] bingo card lol"
X Link 2026-01-26T22:27Z 369.6K followers, 36.2K engagements
"*ANTHROPIC DOUBLES VC FUNDRAISING ROUND TO $20 BILLION AT $350 BILLION VALUATION ON SURGING INVESTOR DEMAND"
X Link 2026-01-27T18:53Z 369.6K followers, 44.5K engagements
"Year-to-date performance +52.54% vs. +2.06% for the S&P-500 Widest-ever margin of outperformance for me in the first month of the year. On pace to beat last years +505% 1-year return but obviously a lot of year left. This early cushion will make position management easier"
X Link 2026-01-27T20:34Z 369.6K followers, 26.4K engagements
"*SOFTBANK IN TALKS TO INVEST AN ADDITIONAL $30 BILLION INTO OPENAI"
X Link 2026-01-28T00:29Z 369.8K followers, 39.3K engagements
"*ANTHROPIC RAISES [----] REVENUE FORECAST BY +20% EXPECTS $55 BILLION IN SALES THIS YEAR AND NEARLY $150 BILLION IN ANNUAL SALES BY 2029"
X Link 2026-01-28T01:28Z 369.7K followers, 204.2K engagements
"*DEPARTMENT OF ENERGY TO ANNOUNCE NEW INITIATIVE TO BUILD OUT U.S. NUCLEAR FUEL SUPPLY CHAIN TODAY $LEU $CCJ $UUUU"
X Link 2026-01-28T16:56Z 369.7K followers, 189.7K engagements
"Research leads to knowledge which leads to conviction which leads to ability to stomach volatility which leads to more profit"
X Link 2026-01-28T18:40Z 369.6K followers, 19K engagements
"@thejefflutz The overlap with batteries & renewable energy makes it a tough policy stance to be aggressive on for them"
X Link 2026-01-28T18:41Z 369.7K followers, [----] engagements
"@thejefflutz $ENS is still my largest position so I believe that they will at some point. I agree that it's a necessity with or without the renewable focus"
X Link 2026-01-28T18:47Z 369.8K followers, [----] engagements
"@aleabitoreddit Yes $LEU is the best by default. Spec plays like $ASPI are delivering samples (but non-uranium isotopes not enriching uranium at this time) and $LTBR is a decade away from purchase orders lol"
X Link 2026-01-28T19:06Z 369.8K followers, [----] engagements
"*POWELL: MOST OF THE INFLATION IS FROM TARIFFS WHICH IS A GOOD THING BECAUSE THAT MEANS ITS NOT FROM OVERHEATING OF DEMAND. IN NON-TARIFF SERVICES WE ARE SEEING BROAD DISINFLATION"
X Link 2026-01-28T19:47Z 369.7K followers, 67.8K engagements
"POWELL: IT'S NOT ANYONE'S BASE CASE THAT THE NEXT MOVE WILL BE A RATE HIKE"
X Link 2026-01-28T19:52Z 369.8K followers, 30K engagements
"The Department of Energy announced a realignment of their Critical Minerals program today. These are the details: The U.S. Department of Energys (DOE) Office of Critical Minerals and Energy Innovation (CMEI) today formalized the realignment of a range of programs pertaining to critical minerals manufacturing federal codes and standards and energy technology research and development. Our new energy challenges demand a new orientation for the federal programs that are best positioned to meet them said Assistant Secretary of Energy (EERE) Audrey Robertson. Under this realignment the Department"
X Link 2026-01-28T20:10Z 369.8K followers, 38K engagements
"TESLA $TSLA EARNINGS EPS: $0.50 vs. $0.45 est. Revenue: $24.90B vs. $24.77B est"
X Link 2026-01-28T21:05Z 369.8K followers, 32.7K engagements
"*TESLA TO ACQUIRE $2 BILLION STAKE IN XAI $TSLA"
X Link 2026-01-28T21:08Z 369.7K followers, 146.2K engagements
"Viavi Solutions $VIAV Earnings"
X Link 2026-01-28T21:18Z 369.7K followers, 21.6K engagements
"*TESLA TO TERMINATE MODEL X & S PRODUCTION IN ORDER TO OPEN PRODUCTION CAPACITY FOR 'OPTIMUS' HUMANOID ROBOT $TSLA"
X Link 2026-01-28T22:42Z 369.7K followers, 118.1K engagements
"*MP MATERIALS $MP MAKES STATEMENT ON REUTERS RARE EARTH STORY "Todays Reuters report is inaccurate misleading and inconsistent with the facts. It follows a pattern of speculative and misleading reporting that has repeatedly mischaracterized government policy and caused unnecessary confusion in the marketplace. MP Materials has a binding longterm agreement with the U.S. Department of War that remains fully in force including the Price Protection Agreement executed last year. There has been no change whatsoever to our contract or to the governments obligations under it. Any implication that the"
X Link 2026-01-29T00:26Z 369.8K followers, 141.3K engagements
"*NVIDIA MICROSOFT AND AMAZON IN TALKS TO INVEST AN ADDITIONAL $60 BILLION INTO OPENAI AT $730 BILLION PRE-MONEY VALUATION $NVDA $MSFT $AMZN"
X Link 2026-01-29T03:01Z 369.8K followers, 141.7K engagements
"Viavi Solutions $VIAV is up +15% this morning on the back of an excellent earnings. As usual we were ahead of the herd. On 10/24/25 I shared my $VIAV thesis for our members at $13.58 as one of my top [--] positions. Today the stock is trading over $24 up +80% $14C is up +667% Nice earnings for our new position $VIAV Revenue: $299.1M vs. $275.3M est. +25.6% Y/Y EPS: $0.15 vs. $0.11 est. +150% Y/Y Great quote from the CEO on the synergy of Spirent: "VIAVI's first quarter financial performance has exceeded our expectations. Strong demand from the data Nice earnings for our new position $VIAV"
X Link 2026-01-29T15:25Z 369.8K followers, 39.9K engagements
"Getting kicked in the teeth on a few positions today. Always healthy to get ego-checked by the market after a +50% start to the year but appropriate sizing helps"
X Link 2026-01-29T16:03Z 369.8K followers, 48.9K engagements
"*NHTSA REGULATORS LAUNCH PROBE INTO WAYMO AFTER SELF-DRIVING VEHICLE HITS & INJURES CHILD IN SANTA MONICA $GOOGL $UBER $LYFT"
X Link 2026-01-29T16:51Z 369.8K followers, 40.3K engagements
"*1 MILLION AMERICAN FAMILIES HAVE SIGNED UP FOR TRUMP STOCK MARKET ACCOUNTS FOR THEIR CHILDREN IN THE FIRST WEEK -- TREASURY SECRETARY SAYS THEY EXPECT [--] MILLION ELIGIBLE FAMILIES"
X Link 2026-01-29T17:12Z 369.8K followers, 75.7K engagements
"All the rare earth companies should band together and file a generational class-action lawsuit against Reuters. It's about time the incessant speculation and wildly misleading headlines face some consequence. Fake news is especially dangerous with publicly-traded stocks"
X Link 2026-01-29T19:07Z 369.8K followers, 54.6K engagements
"Seven positions green for us today helped cushion the drawdown portfolio down just 0.3% on the day. Year-to-date performance +52.37% vs. +1.40% for the S&P-500"
X Link 2026-01-29T19:39Z 369.8K followers, 43.3K engagements
"@lokhi71962865 The opposite. I provide deep-dive research on SMID caps that are under-covered. Thousands of people subscribe to the service and almost no one cancels. $AMKR at $24 $ENS at $110 $KTOS at $20 $HOOD at $19 $PLAB at $20 $OSS at $4.71 $VIAV at $13.84 $LEU at $96 etc. etc"
X Link 2026-01-29T20:25Z 369.8K followers, [----] engagements
"@lokhi71962865 @Stock @amitisinvesting is my friend and he is in my server and can vouch that it is indeed high quality research with consistent success. It's not like the other paid services he's referring to"
X Link 2026-01-29T22:18Z 369.6K followers, [----] engagements
"@amitisinvesting @lokhi71962865 @Stock My brotha 🍻 appreciate you always"
X Link 2026-01-29T23:09Z 369.6K followers, [----] engagements
"@theandrewrobeen Haha yeah $ENS has been a banger (and you can see that weighting in the portfolio too 😲) -- cheers my friend. We throw a lot of darts in Q1 but focus will get tighter as the year progresses"
X Link 2026-01-30T20:02Z 369.8K followers, [---] engagements
"@VibeWithRB @amitisinvesting Very kind of you to say my friend. Glad you're learning and glad you enjoyed the convo with Amit"
X Link 2026-02-03T03:57Z 369.7K followers, [----] engagements
"@SkepticalBaba Many billions in liquidations margin calls and forced selling from ETF rebalances"
X Link 2026-02-05T20:04Z 369.8K followers, [----] engagements
"@Racer51_ Many reports out today that the single-day leveraged ETF sell is in excess of $20 billion"
X Link 2026-02-05T20:05Z 369.8K followers, [----] engagements
"@SimonJosephVa What do you mean "pushed" this The FDA named Hims & Hers explicitly It's relevant news"
X Link 2026-02-06T22:39Z 369.8K followers, [----] engagements
"RT @ripster47: @stocktalkweekly $AMKR you were first one on this stock. From your mentions following it since and many people have banked"
X Link 2026-02-11T17:16Z 370K followers, [--] engagements
"RT @amitisinvesting: https://x.com/i/spaces/1djGXWVoLVRKZ https://x.com/i/spaces/1djGXWVoLVRKZ"
X Link 2026-02-11T17:43Z 370.3K followers, [--] engagements
"On Friday afternoon we opened two new spots in the drone theme: $AVAV $245C @ $9.60 (up +105% from entry) $DPRO shares @ $6.50 (up +26% from entry) Ahead of the herd always. Opened new position in small-cap drone stock at https://t.co/NbEwQ50fBf Opened new position in small-cap drone stock at https://t.co/NbEwQ50fBf"
X Link 2025-12-22T18:01Z 370.5K followers, 69.9K engagements
"*BREAKING: SPACEX OFFICIALLY ACQUIRES XAI Details from SpaceX website: xAI joins SpaceX to Accelerate Humanitys Future SpaceX has acquired xAI to form the most ambitious vertically-integrated innovation engine on (and off) Earth with AI rockets space-based internet direct-to-mobile device communications and the worlds foremost real-time information and free speech platform. This marks not just the next chapter but the next book in SpaceX and xAI's mission: scaling to make a sentient sun to understand the Universe and extend the light of consciousness to the stars Current advances in AI are"
X Link 2026-02-02T21:47Z 370.5K followers, 35.2K engagements
"PRESIDENT TRUMP: THIS IS BIDENS MARKET"
X Link 2026-02-05T15:43Z 370.5K followers, 375.8K engagements
"(this is a joke)"
X Link 2026-02-05T15:44Z 370.5K followers, 45K engagements
"Any guesses which "leading" humanoid robotics customer Synaptics CEO is referring to in this quote from the earnings call $SYNA "We are now sampling silicon for pilot builds of humanoid at a major customer that's leading the marketplace and has made commitments to the marketplace to deliver pilots this year and go into production next year. This is on the backs of our touch sensory controllers and our bridge solutions that help transport high bandwidth data effectively in the humanoid. And so this is all underway. We are in the process of working with our customer our lead customer building"
X Link 2026-02-06T18:02Z 370.5K followers, 59.6K engagements
"Many leading stocks from [----] & [----] have now given up too much ground to become leading stocks again this cycle. Bounces will be tradable on many of these stocks but for those looking for sustainable upside focus on the names that have held up or continued to trend higher"
X Link 2026-02-12T18:09Z 370.5K followers, 32K engagements
"Pitch me your favorite SMID cap stock (between $200M to $10B market cap) Tell me the whole story. I'll respond with my opinion on all the thoughtful replies"
X Link 2025-10-01T23:49Z 370.5K followers, 77.8K engagements
"FINAL [----] FULL-YEAR PERFORMANCE +505.20% vs. +17.25% for S&P-500 Truly life-changing year for me. Full portfolio transparency the entire way shared with thousands of members. No meme stocks and no 0DTE options. Just deep-research on themes & industries. Proud & humbled"
X Link 2025-12-31T19:44Z 370.5K followers, 255.3K engagements
"New position opened in mid-cap edge AI / on-device inference stock at http://whop.com/stocktalk http://whop.com/stocktalk"
X Link 2026-01-14T16:56Z 370.5K followers, 116.9K engagements
"The on-device inference stock I shared with our community members on Wednesday was Synaptics $SYNA This is the thesis I shared: In my view one of the biggest themes of this year will be Edge Compute & On-Device Inference. Currently the only position in my portfolio that addresses this theme is $OSS (opened @ $4.71 on 11/26/25 before the crowd knew about it) which is a core position. However I would like to layer exposure here with a few more stocks. One of those stocks is Synaptics $SYNA You should think of an AI-capable device as having three big layers: Sensors & inputs (camera microphones"
X Link 2026-01-16T14:54Z 370.5K followers, 168.5K engagements
"This is the thesis I shared on $GLDD with our subscribers on Jan 15th (one week before today's JP Morgan note -- ahead of the herd): My current shipbuilding exposure is $HII which we've owned since early last year and has done very well for us (nearly doubled from low $200s to $400+). However I want to increase my exposure to the shipbuilding and U.S. naval expansion phenomenon. There is a tremendous amount of policy focus here and I don't think it's going away for the next few years especially with the launch of the Trump-class battleship. A shipbuilding focus means more emphasis on domestic"
X Link 2026-01-22T14:18Z 370.5K followers, 46.6K engagements
"*SPACEX IN TALKS TO MERGE WITH XAI BEFORE THIS YEAR'S IPO"
X Link 2026-01-29T18:39Z 370.5K followers, 1.3M engagements
"Friendly reminder that the people who are bragging about their performance over the past few days have performed like absolute shit over the past few years"
X Link 2026-02-04T19:37Z 370.5K followers, 27.1K engagements
"Took a kick in the teeth these past couple sessions but still doing great on the year +40% YTD"
X Link 2026-02-05T00:19Z 370.5K followers, 25.7K engagements
"@Naruto_42069 @amitisinvesting Cheers Naruto you're always so kind. Let's keep killing it"
X Link 2026-02-11T23:32Z 370.5K followers, [---] engagements
"*PRESIDENT TRUMP TO ROLL BACK TARIFFS ON METALS AND ALUMINUM - FINANCIAL TIMES"
X Link 2026-02-13T05:10Z 370.5K followers, 101.3K engagements
"What's your favorite undiscovered stock that no one is paying attention to"
X Link 2025-09-11T00:29Z 370.5K followers, 116.3K engagements
"President Trump said this week "Our grid is old and tired" [--] SMID cap "grid" stocks to watch if theme sparks: - Preformed Line $PLPC - Power Solutions $PSIX - Ameresco $AMRC - MYR $MYRG - Powell $POWL - EnerSys $ENS - Arcosa $ACA - Itron $ITRI - Primoris $PRIM - Valmont $VMI"
X Link 2025-10-08T18:05Z 370.5K followers, 194.5K engagements
"In spite of all the wild speculation there are still so many reasonably priced gems in this market with direct exposure to red-hot themes. A little bit of old-school research can do wonders when everyone is chasing the same pucks"
X Link 2025-10-13T17:08Z 370.5K followers, 38.8K engagements
"@stepnotonpets Two years of plenty of that. I owned all the best names 5x lower $LEU $KTOS $NBIS I STILL own them but not adding to them here. Fresh cash going into profitable theme plays $ENS $PLPC $AMKR $PLAB $GXO $MTRN $HII $DOCN etc"
X Link 2025-10-15T14:43Z 370.5K followers, [----] engagements
"@pennycheck And also for the noobies balance the spec names in your portfolio with some of undervalued gems like $AMKR $PLPC $ENS $GXO $HLIO $PLAB etc. which have barely drawn down these past few days (and are SMIDs)"
X Link 2025-10-17T20:06Z 370.5K followers, [----] engagements
"@StocksOnSpaces @StockMKTNewz $AMKR $ENS $PLPC $GXO"
X Link 2025-10-18T23:31Z 370.5K followers, [----] engagements
"Avride autonomous robot will be delivering my UberEats order today $NBIS"
X Link 2025-10-24T21:08Z 370.5K followers, 68.9K engagements
"*CHINA PURCHASES [------] TONS OF U.S. SOYBEANS THE FIRST ORDER IN MONTHS AS SHOW OF GOOD FAITH AHEAD OF TOMORROW'S MEETING BETWEEN PRESIDENTS TRUMP & XI"
X Link 2025-10-29T08:09Z 370.5K followers, 565.8K engagements
"*SANDISK $SNDK TO REPLACE INTERPUBLIC $IPG IN S&P-500 THIS FRIDAY NOVEMBER 28TH"
X Link 2025-11-24T22:21Z 370.5K followers, 25.6K engagements
"JOBY AVIATION $JOBY initiated at 'Sell' at Goldman Sachs with a $10 price-target: "Our price target implies 29% downside versus the average total return for our coverage universe of 29%. JOBY is the oldest EVTOL manufacturer founded in [----] relative to BETA in [----] ACHR in [----] and EVEX in [----]. As a result JOBY has the most heritage and has accumulated 40000+ EVTOL miles flown which we believe to be the most in the industry. JOBY appears to be in pole position among the EVTOL sector on certification but it is unclear if certification stages are linear and exactly where competitors stand."
X Link 2025-12-01T13:19Z 370.4K followers, 26.6K engagements
"$SPY is red today but this is how my [--] position portfolio is performing. Ahead of the herd"
X Link 2025-12-04T16:30Z 370.5K followers, 35.7K engagements
"I bought [--] of these $HII $300 calls at $17 each for $51K as a complement to my common stock position. Today the contracts are trading at $126 each worth $380K for a +628% gain"
X Link 2026-01-14T18:44Z 370.5K followers, 33.1K engagements
"Great Lakes Dredge & Dock $GLDD initiated at 'Overweight' at JP Morgan with a $20 price-target: "We initiate coverage of Great Lakes Dredge & Dock (GLDD) with an Overweight rating and a YE26 $20 price target reflecting 35% upside potential. Based on insights from our visit to GLDDs Houston headquarters we reaffirm that GLDD is the largest dredging contractor in the US entering a multi-year upcycle driven by record government infrastructure spending a $1B+ backlog and expansion into offshore energy. We believe GLDDs modernized fleet and offshore energy will support above-peer growth and margin"
X Link 2026-01-22T13:56Z 370.5K followers, 44.3K engagements
"New position opened in Greenland/Arctic shipping stock at http://whop.com/stocktalk http://whop.com/stocktalk"
X Link 2026-01-22T15:53Z 370.5K followers, 77.3K engagements
"IMPORTANT: After posting +260% in [----] +505% in [----] and nearly +60% so far in [----] on the public portfolio the demand for our research service has exploded. Our prices will be doubling on March [--]. If you want to lock in current prices this is the last month to do so"
X Link 2026-01-22T16:54Z 370.5K followers, 234.6K engagements
"@IshanPHD That's NOT my new position lol"
X Link 2026-01-22T17:12Z 370.4K followers, [----] engagements
"*ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML"
X Link 2026-01-28T06:25Z 370.5K followers, 184.7K engagements
"@stocktalkweekly @lokhi71962865 @Stock Stocktalk is probably [--] out of like [--] people on the entire platform worth paying for 😂 Legit 🐐 who is transparent beyond imagination @stocktalkweekly @lokhi71962865 @Stock Stocktalk is probably [--] out of like [--] people on the entire platform worth paying for 😂 Legit 🐐 who is transparent beyond imagination"
X Link 2026-01-30T01:36Z 370.4K followers, 32.5K engagements
"Portfolio update posted at [--] total positions across [--] thematic baskets [--] large-caps [--] mid-caps [--] small-caps http://whop.com/stocktalk http://whop.com/stocktalk"
X Link 2026-01-30T16:19Z 370.5K followers, 25.7K engagements
"*LARGEST 1-DAY DECLINE IN GOLD & SILVER IN OVER A DECADE (SINCE APRIL 2013)"
X Link 2026-01-30T17:03Z 370.5K followers, 32.4K engagements
"Whether you're a trader or investor cost basis matters especially on weeks as volatile as this. It's easy to zoom out & find reassurance on the weekly charts when your position is deep in the money. It's much harder to do that if you're underwater off the rip. Never chase"
X Link 2026-01-30T18:17Z 370.5K followers, 22.9K engagements
"*SILVER DOWN 32% GOLD DOWN 12% -- LARGEST SINGLE DAY DROP FOR PRECIOUS METALS IN HISTORY"
X Link 2026-01-30T18:28Z 370.5K followers, 45.1K engagements
"Some services provide [---] ideas with 0.5% weighing each no conviction. Other services provide [---] ideas with no signal on entries/exits/size no execution. We run a portfolio with 10-20 stocks at a time and provide weightings & live entries/exits conviction & execution"
X Link 2026-01-30T19:57Z 370.5K followers, 29.6K engagements
"*SPACEX HAS CONFIRMED ITS PLAN TO MERGE WITH XAI IN AN INTERNAL COMPANY MEMO"
X Link 2026-02-02T21:05Z 370.5K followers, 36.7K engagements
"@EVTOLCommander great work cowboy"
X Link 2026-02-10T22:17Z 370.4K followers, [----] engagements
"@KTrade2021 Didn't work out Lmao I got in at $96 it's been working fine still a double from where we entered. Stocks aren't gonna go up on every single earnings. I don't share my adds on X only on Discord"
X Link 2026-02-11T16:05Z 370.5K followers, [---] engagements
"RT @TheRomanTrader: Shoutout to @stocktalkweekly for his great call on $GLDD Thank you 🙏 for this callout and Great analysis & insight"
X Link 2026-02-11T22:46Z 370.5K followers, [--] engagements
"@FlowbyScorpio @amitisinvesting You must be retarded. Citrini runs [---] positions at a time. I run 10-20 positions with real conviction lol"
X Link 2026-02-11T23:30Z 370.5K followers, [---] engagements
"@FreshFrancois @amitisinvesting Cheers Richard love that you're always following along and doing well"
X Link 2026-02-11T23:34Z 370.5K followers, [---] engagements
"@Sergeant991 Probably $AMKR because of the sizing + options complement but I'd have to check to be certain"
X Link 2026-02-12T01:27Z 370.5K followers, [---] engagements
"@mark_kokoszka Thank you Mark"
X Link 2026-02-12T01:35Z 370.4K followers, [---] engagements
"@Daren921581691 @Hamza75235022 What do you want to know Service is available at http://whop.com/stocktalk http://whop.com/stocktalk"
X Link 2026-02-12T03:11Z 370.5K followers, [---] engagements
"@SukhTatla http://whop.com/stocktalk http://whop.com/stocktalk"
X Link 2026-02-12T14:03Z 370.5K followers, [---] engagements
"@THGIREHTOTDNAPU I teach my full process and share my full portfolio (weightings entries exits) at http://whop.com/stocktalk http://whop.com/stocktalk"
X Link 2026-02-12T14:17Z 370.5K followers, [---] engagements
"@Tariusishere I share everything I buy & sell at http://whop.com/stocktalk http://whop.com/stocktalk"
X Link 2026-02-12T14:17Z 370.5K followers, [---] engagements
"@InvestInYou69 @StocksOnSpaces Take some personal accountability. I never alerted a buy on that stock since LAST MAY. If me celebrating gave you FOMO and you bought at the wrong time thats not my issue lol"
X Link 2026-02-12T22:45Z 370.5K followers, [---] engagements
"*CHINA PRESIDENT XI WILL MEET WITH EUROPEAN LEADERS INCLUDING FRANCE PRESIDENT SPAIN PM AND EU PRESIDENT IN VIETNAM IN THE COMING WEEKS AMID RISING GLOBAL TRADE TENSIONS OVER U.S. TARIFFS -- EUROPE SEEKING GREATER INTIMACY WITH CHINA & SOUTHEAST ASIA TO OFFSET U.S. RELIANCE"
X Link 2025-04-02T12:26Z 370.5K followers, 6.4M engagements
"Investors refusing to pay attention to charts. Traders refusing to pay attention to valuations. Both willfully ignorant fools"
X Link 2026-02-04T15:45Z 370.5K followers, 36.6K engagements
"Just because it's a "great company" does not mean you should incessantly buy every single dip. That's not how stocks work. The price you buy at matters. You have limited capital. The blind DCA philosophy may work with the S&P-500 but not with individual stocks. Use your brain"
X Link 2026-02-04T16:43Z 370.5K followers, 60.3K engagements
"Amkor $AMKR - Broadcom $AVGO is designing OpenAI chips - Amkor won [----] 'Best Supplier Award' from Broadcom - Amkor partnered with Taiwan Semi $TSM & Apple $AAPL to launch largest OSAT hub in the U.S. -- Apple to be first customer - Trades under 1x sales - Testing 200-week SMA"
X Link 2025-09-05T19:36Z 370.5K followers, 530.7K engagements
"New Greenland position opened at Now [--] positions in the 'Greenland basket'. http://whop.com/stocktalk http://whop.com/stocktalk"
X Link 2026-01-27T17:33Z 370.5K followers, 27.3K engagements
"+730% return on my first and third largest positions the early bird gets the worm. $ENS $VIAV"
X Link 2026-02-02T19:59Z 370.5K followers, 33.9K engagements
"The "rotation" bros have the IQ of squirrels. This market cannot survive without the AI stocks. The S&P-500 is too heavily weighted in technology. There's not enough market cap in the other sectors to compensate. Either AI stocks participate or the market corrects. Period"
X Link 2026-02-04T18:45Z 370.5K followers, 63.2K engagements
"*CHALLENGER JANUARY JOB CUTS AT [------] HIGHEST JANUARY LAYOFF TOTAL SINCE [----] *NEW HIRING PLANS AT JUST [----] JOBS -- LOWEST JANUARY HIRING TOTAL ON RECORD *LAYOFF SURGE LED BY TRANSPORTATION (UPS CUTS 30K JOBS AMAZON CUTS 16K) *7% OF LAYOFFS ATTRIBUTED DIRECTLY TO AI"
X Link 2026-02-05T12:59Z 370.5K followers, 46.8K engagements
"$QQQ attempting yet (another) Friday stick-save of the weekly 21ema"
X Link 2026-02-06T16:16Z 370.5K followers, 18.5K engagements
"*ANDURIL CEO PALMER LUCKEY: WE ARE DEFINITELY GOING TO BE A PUBLICLY-TRADED COMPANY"
X Link 2025-06-10T22:36Z 370.5K followers, 474.6K engagements
"USA RARE EARTH $USAR DIRECTOR MICHAEL BLITZER PURCHASES [------] SHARES AT $21.43"
X Link 2026-01-29T21:08Z 370.5K followers, 227.7K engagements
"Leveraged ETFs and 0DTE options are major contributors to the indiscriminate forced selling weve been witnessing"
X Link 2026-02-05T20:03Z 370.5K followers, 44.5K engagements
"Rosenblatt raises $SYNA price-target to $125 (from $95) "Synaptics turned in a beat-and-raise quarter led by 53% Y/Y growth in its Core IoT business. We believe the wireless connectivity products are enjoying growth from both new design wins and an upgrade cycle. Management cited multiple new MCU and microprocessor design wins and opportunities. We like Synaptics portfolio position for these markets. SYNA remains our top long idea for [----]. We are increasing our price target to $125 up from $95. The combination of embedded processors plus wireless connectivity is a very powerful solution for"
X Link 2026-02-06T14:41Z 370.5K followers, 28.9K engagements
"*IRAN REFUSES TO CEASE NUCLEAR ENRICHMENT IN EARLY TALKS WITH U.S. NEGOTIATING TEAM - WALL STREET JOURNAL"
X Link 2026-02-06T15:05Z 370.5K followers, 65.2K engagements
"*TRUMP ADMIN EXPLORING ANTITRUST PROBE AGAINST HOMEBUILDERS $XHB"
X Link 2026-02-06T17:19Z 370.5K followers, 21.8K engagements
"*FDA MOVING TO COMBAT COPYCAT & COMPOUNDED GLP-1 DRUGS -- COMPOUNDED PRODUCTS CANNOT BE MARKETED AS "EQUIVALENT" TO FDA-APPROVED GLP1 -- VIOLATORS TO FACE ENFORCEMENT $HIMS"
X Link 2026-02-06T22:00Z 370.5K followers, 44.7K engagements
"Amkor $AMKR hitting new 52-week highs today The $30 calls that I purchased last September at $2.58 each are trading at $26+ today for a +930% gain Ahead of the herd as always. Amkor $AMKR - Broadcom $AVGO is designing OpenAI chips - Amkor won [----] 'Best Supplier Award' from Broadcom - Amkor partnered with Taiwan Semi $TSM & Apple $AAPL to launch largest OSAT hub in the U.S. -- Apple to be first customer - Trades under 1x sales - Testing 200-week SMA https://t.co/1UqCCaTAOp Amkor $AMKR - Broadcom $AVGO is designing OpenAI chips - Amkor won [----] 'Best Supplier Award' from Broadcom - Amkor"
X Link 2026-02-11T14:55Z 370.5K followers, 35.3K engagements
"Super-performance in the markets comes from the fine balance of having rules but also knowing when to break them"
X Link 2026-02-11T16:30Z 370.5K followers, 17.7K engagements
"In October of last year I began 'Equity Edge' with @amitisinvesting Since then I've pitched [--] stocks: Oct [--] - $AMKR @ $30 & $PLAB @ $23 Oct [--] - $ENS @ $120 Oct [--] - $GXO @ $55 Nov [--] - $VIAV @ $17 Dec [--] - $THR @ $38 All [--] stocks are higher today up by an average of +52%"
X Link 2026-02-11T23:15Z 370.5K followers, 107.8K engagements
"My most recent pitch was today's episode on $SYNA You can listen to the recording below if interested https://x.com/amitisinvesting/status/2021641018035363872s=20 https://t.co/27sKdPzrvA https://x.com/amitisinvesting/status/2021641018035363872s=20 https://t.co/27sKdPzrvA"
X Link 2026-02-11T23:18Z 370.5K followers, 22.5K engagements
"This is what elite consistent stock-picking looks like. And we do it year-in and year-out. Through chop theme-changes & regime-changes. No bullshit. Every pick timestamped. A handful of high-conviction pitches instead of 100s of flippant ideas. Proof is in the pudding. In October of last year I began 'Equity Edge' with @amitisinvesting Since then I've pitched [--] stocks: Oct [--] - $AMKR @ $30 & $PLAB @ $23 Oct [--] - $ENS @ $120 Oct [--] - $GXO @ $55 Nov [--] - $VIAV @ $17 Dec [--] - $THR @ $38 All [--] stocks are higher today up by an average of +52% In October of last year I began 'Equity Edge' with"
X Link 2026-02-12T01:02Z 370.5K followers, 41.1K engagements
"Since late October of last year there has been a clear preference in this market for "cheap" vs. expensive. Chasing momentum & memes won't get you any traction in this environment. Stop following one-trick ponies. Integrate fundamentals in your analysis or get left behind. Many of you who are listening to the "setup" bros and chasing momentum stocks that have already 5x'd this year are going to get buried alive and you will learn hard lessons about truly understanding the stocks that you own. Many of you who are listening to the "setup" bros and chasing momentum stocks that have already 5x'd"
X Link 2026-02-12T15:33Z 370.5K followers, 28.8K engagements
"Cost basis is king. You can't sit through volatility nor can you enjoy the luxury of zooming out to weekly/monthly charts if your back is against the wall. Your psychological ability to manage a position is dramatically different when you're underwater. Buy at the right prices"
X Link 2026-02-12T16:31Z 370.5K followers, 30.9K engagements
"*TAIWAN REVISES UP [----] FORECASTS DRAMATICALLY *SEES GDP GROWTH AT +7.71% VS. +3.54% PREVIOUS *SEES EXPORTS AT +22.22% VS. +6.32% PREVIOUS"
X Link 2026-02-13T08:11Z 370.5K followers, 46K engagements
"$QQQ looking for its first close below the 21-week ema since the tariff flash crash last April"
X Link 2026-02-13T20:25Z 370.5K followers, 30.9K engagements
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