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# ![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1289823541098143744.png) @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: XXXXXX [#](/creator/twitter::1289823541098143744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1289823541098143744/c:line/m:interactions.svg)

- X Week XXXXXXXXX +115%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXXX +30%

### Mentions: XX [#](/creator/twitter::1289823541098143744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1289823541098143744/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX -XX%
- X Months XXXXX +2.50%
- X Year XXXXX +60%

### Followers: XXXXXXX [#](/creator/twitter::1289823541098143744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1289823541098143744/c:line/m:followers.svg)

- X Week XXXXXXX +0.85%
- X Month XXXXXXX +2%
- X Months XXXXXXX +14%
- X Year XXXXXXX +31%

### CreatorRank: XXXXXXX [#](/creator/twitter::1289823541098143744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1289823541098143744/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3575 [cryptocurrencies](/list/cryptocurrencies)  #936 [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  #4654 [currencies](/list/currencies)  XXXX% [social networks](/list/social-networks)  XXXX% [exchanges](/list/exchanges)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [agencies](/list/agencies)  XXXX%

**Social topic influence**
[$ens](/topic/$ens) #2, [$amkr](/topic/$amkr) #5, [$viav](/topic/$viav) #2, [stocks](/topic/stocks) #464, [china](/topic/china) #868, [$ktos](/topic/$ktos) #3, [$nbis](/topic/$nbis) #60, [$plpc](/topic/$plpc) #1, [ai](/topic/ai) 2.91%, [$leu](/topic/$leu) #5

**Top accounts mentioned or mentioned by**
[@samsolid57](/creator/undefined) [@grok](/creator/undefined) [@landoinvests](/creator/undefined) [@beachtrades](/creator/undefined) [@amitisinvesting](/creator/undefined) [@wolf_financial](/creator/undefined) [@beach_trades](/creator/undefined) [@grokxas](/creator/undefined) [@l1ambellamy](/creator/undefined) [@jhn6jun](/creator/undefined) [@megatrendglobal](/creator/undefined) [@bbziot](/creator/undefined) [@pagayaland](/creator/undefined) [@joswayin](/creator/undefined) [@zastocks](/creator/undefined) [@bitcontrol69](/creator/undefined) [@twoeraserheads](/creator/undefined) [@strongisland33](/creator/undefined) [@hopefulmetsfan](/creator/undefined) [@wallstengine](/creator/undefined)

**Top assets mentioned**
[Ethereum Name Service (ENS)](/topic/$ens) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Centrus Energy Corp. (LEU)](/topic/$leu) [UiPath, Inc. (PATH)](/topic/$path) [NVIDIA Corp. (NVDA)](/topic/$nvda) [MYR Group, Inc. (MYRG)](/topic/$myrg) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Flits (FLS)](/topic/$fls) [Spacemesh (SMH)](/topic/$smh) [GXO Logistics, Inc. (GXO)](/topic/$gxo) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Lucid Group Inc (LCID)](/topic/$lcid) [Bank of America (BAC)](/topic/bank-of-america) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Itron Inc (ITRI)](/topic/$itri) [Ameresco, Inc. (AMRC)](/topic/$amrc) [Powell Industries Inc (POWL)](/topic/$powl) [Acala Token (ACA)](/topic/$aca) [Primoris Services Corporation (PRIM)](/topic/$prim) [Valmont Industries, Inc. (VMI)](/topic/$vmi) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Apple, Inc. (AAPL)](/topic/$aapl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Goldman Sachs (GS)](/topic/goldman-sachs) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [Embraer S.A. (ERJ)](/topic/$erj) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [Interpublic Group of Companies Inc (IPG)](/topic/$ipg) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last XX hours

"LUCID GROUP $LCID reiterated at 'Underperform' at Bank of America with a $XXXX price-target. Analyst John Murphy says the company has a very challenging road ahead: "Lucids (LCID) 2Q:25 adj. EPS of ($0.28) was worse than BofA of ($0.18) and Bloomberg consensus of ($0.22). Reported revenue of $259mm was lower than BofA of $267mm and consensus of $262mm. LCID previously announced 2Q:25 deliveries of 3309 which were slightly below our original expectations. Adj. EBITDA of ($632mm) was worse than BofA of ($617mm) and consensus of ($605mm) driven primarily by more negative gross margin than"  
[X Link](https://x.com/stocktalkweekly/status/1953204417747890387)  2025-08-06T21:19Z 360.5K followers, 26K engagements


"*NEBIUS' SUBSIDIARY AVRIDE AND UBER OFFICIALLY LAUNCH COMMERCIAL AUTONOMOUS ROBOTAXI SERVICE IN DALLAS INITIALLY COVERING NINE SQUARE MILES IN DOWNTOWN & UPTOWN $NBIS $UBER"  
[X Link](https://x.com/stocktalkweekly/status/1996200613324235104)  2025-12-03T12:51Z 360.5K followers, 35K engagements


"Monumental day for me. I consolidated all my stocks into this account at the beginning of 2024. Ive been sharing my portfolio transparently since then. As of today total return since 1/1/2024: +1003.76% vs. +43.76% for S&P-500 The past two years have changed my life"  
[X Link](https://x.com/stocktalkweekly/status/1996291314984558657)  2025-12-03T18:51Z 360.5K followers, 76.7K engagements


"President Trump said this week "Our grid is old and tired" XX 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 360.5K followers, 193.5K engagements


"EnerSys $ENS - Profitable undercover U.S.-based battery play trading at 1x sales and XX P/E Every other battery stock is trading at premium valuations based on hype & speculation about their technologies and the domestic battery supply theme is gaining steam with China most recently applying pressure not only in rare earths but batteries as well. EnerSys is a real business that is growing profitable and cheap. I think it also directly cross-applies to the broader 'power grid' thematic. ENS has two divisions: Energy Systems: UPS telecom/broadband power switchgear & electrical control systems"  
[X Link](https://x.com/stocktalkweekly/status/1977842922503458882)  2025-10-13T21:04Z 360.5K followers, 428.6K engagements


"*PRESIDENT TRUMP SIGNS 'GENESIS MISSION' EXECUTIVE ORDER CALLING FOR THE NATION TO MAKE A COORDINATED EFFORT TO DOMINATE THE AI INDUSTRY COMPARING IT TO THE MANHATTAN PROJECT Full text of the executive order below: By the authority vested in me as President by the Constitution and the laws of the United States of America it is hereby ordered: Section X. Purpose. From the founding of our Republic scientific discovery and technological innovation have driven American progress and prosperity. Today America is in a race for global technology dominance in the development of artificial intelligence"  
[X Link](https://x.com/stocktalkweekly/status/1993084972488405246)  2025-11-24T22:31Z 360.5K followers, 304.7K engagements


"*WSTS RAISES 2026 SEMICONDUCTOR MARKET FORECAST TO $XXXXX BILLION UP +26.3% Y/Y A MAJOR REVISION FROM PRIOR FORECAST OF JUST +9.9% Y/Y GROWTH AS CHIP VOLUMES CONTINUE TO DEFY EXPECTATIONS"  
[X Link](https://x.com/stocktalkweekly/status/1996024421698752907)  2025-12-03T01:11Z 360.5K followers, 24.7K engagements


"For some additional context $NBIS $LEU $KTOS $HOOD mostly carried the front half of the year and $AMKR $ENS $VIAV mostly carried the back half of the year"  
[X Link](https://x.com/stocktalkweekly/status/1996073672860381405)  2025-12-03T04:27Z 360.5K followers, 11.9K engagements


"The whole team is EATING on $PATH this morning. Love to see it 🍻"  
[X Link](https://x.com/stocktalkweekly/status/1996597706106486913)  2025-12-04T15:09Z 360.5K followers, 19.1K engagements


"$SPY is red today but this is how my XX position portfolio is performing. Ahead of the herd"  
[X Link](https://x.com/stocktalkweekly/status/1996618071205924974)  2025-12-04T16:30Z 360.5K followers, 34.6K engagements


"My current top X portfolio positions by weighting: X. EnerSys $ENS (Opened @ $XXXXXX 10/13/25) X. Amkor $AMKR (Opened @ $XXXXX 9/5/25) X. Viavi $VIAV (Opened @ $XXXXX 10/24/25) All positions subject to change full XX position portfolio available at"  
[X Link](https://x.com/stocktalkweekly/status/1992735175634272607)  2025-11-23T23:21Z 360.5K followers, 51.5K engagements


"New position opened in industrial stock at"  
[X Link](https://x.com/stocktalkweekly/status/1996637747579363566)  2025-12-04T17:48Z 360.5K followers, 30K engagements


"13 out of XX positions green today as portfolio skyrockets to new all time highs. +565.30% vs. +12.61% for S&P-500"  
[X Link](https://x.com/stocktalkweekly/status/1996656189787328609)  2025-12-04T19:01Z 360.5K followers, 52.4K engagements


"Amkor $AMKR - Broadcom $AVGO is designing OpenAI chips - Amkor won 2024 '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 360.5K followers, 492.6K engagements


"Posted this note on $FLS for our members yesterday afternoon. The stock is up +33% today calls are up +1100%"  
[X Link](https://x.com/stocktalkweekly/status/1983580314111733921)  2025-10-29T17:02Z 360.5K followers, 22.4K engagements


"@zohmbastic Cheers my friend. Pretty insane to call $FLS yesterday and then $VIAV today back-to-back. Great stock picking requires great research and we do plenty of both"  
[X Link](https://x.com/stocktalkweekly/status/1983900289393684998)  2025-10-30T14:14Z 360.5K followers, XXX engagements


"Nvidia CEO Jensen Huang was just asked if we're in an AI bubble. This was his full 3-minute response:"  
[X Link](https://x.com/stocktalkweekly/status/1991183219413188835)  2025-11-19T16:34Z 360.5K followers, 1.1M engagements


"*TRUMP TEAM INTERNALLY FLOATING SELLING NVIDIA H200 CHIPS TO CHINA - BLOOMBERG $NVDA $SMH"  
[X Link](https://x.com/stocktalkweekly/status/1991942577034244404)  2025-11-21T18:51Z 360.5K followers, 40.5K engagements


"JOBY AVIATION $JOBY initiated at 'Sell' at Goldman Sachs with a $XX price-target: "Our price target implies XX% downside versus the average total return for our coverage universe of 29%. JOBY is the oldest EVTOL manufacturer founded in 2009 relative to BETA in 2017 ACHR in 2018 and EVEX in 2020. 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 360.5K followers, 26.2K engagements


"KRATOS $KTOS upgraded to 'Buy' (from Neutral) at B.Riley with a $XXX price-target: "We upgrade Kratos (KTOS) from Neutral to Buy seeing XX% upside to our unchanged $XXX PT and an associated more favorable risk-reward equation for a company with ample proprietary IP enabling an array of affordable solutions. Note that KTOS shares are down XX% from when we downgraded at $XXXXXX on 10/7/25 vs. the RUT up XXX% over the same period. While we retain concerns regarding valuations in general which we believe remain less based on probable NPV of future FCF and more correlated with multiples of"  
[X Link](https://x.com/stocktalkweekly/status/1995483840001765748)  2025-12-01T13:23Z 360.5K followers, 25.9K engagements


"I cycled through 30-40 stocks in the portfolio this year yet just the X biggest contributors made up over half of my performance this year. Those X stocks were: - Amkor $AMKR - EnerSys $ENS - Nebius $NBIS - Viavi $VIAV - Centrus Energy $LEU - Kratos $KTOS - Robinhood $HOOD"  
[X Link](https://x.com/stocktalkweekly/status/1996067802441285858)  2025-12-03T04:03Z 360.5K followers, 56.4K engagements


"Thank you $PATH 🍻"  
[X Link](https://x.com/stocktalkweekly/status/1996592176239698329)  2025-12-04T14:47Z 360.5K followers, 18.4K engagements


"There is a big difference between ideas (which XX% of people focus on) and execution. It isnt impressive if you mentioned a stock a year ago that is higher now. A 15yr-old could do that. Its about when you bought when you sold and if you held through the volatility"  
[X Link](https://x.com/stocktalkweekly/status/1996755496305373483)  2025-12-05T01:36Z 360.5K followers, 33.1K engagements


"I find it hilarious when people are skeptical of my performance. I share my portfolio with thousands of people and there is a multi-year log in Discord with all of my trades 😂 There is no debating it. The proof is in the pudding. I apologize if it embarrasses some of you"  
[X Link](https://x.com/stocktalkweekly/status/1996773855428219196)  2025-12-05T02:49Z 360.5K followers, 30K engagements


"If you're one of my skeptics I encourage you to take a few moments go to my page and read the last several reposts"  
[X Link](https://x.com/stocktalkweekly/status/1996996539105862062)  2025-12-05T17:34Z 360.5K followers, 22.3K engagements


"*TRUMP: I HAVE INFORMED CHINA'S PRESIDENT XI THAT THE U.S. WILL ALLOW NVIDIA TO SHIP ITS H200 PRODUCTS TO APPROVED CUSTOMERS IN CHINA -- XX% OF WILL BE PAID TO U.S. GOVERNMENT -- INTEL & AMD WILL BE OFFERED SAME OPPORTUNITY $NVDA $INTC $AMD $SMH"  
[X Link](https://x.com/stocktalkweekly/status/1998143749386621105)  2025-12-08T21:32Z 360.5K followers, 47.7K engagements


"@L1amBellamy Probably not lol but it lets me choose between DJI SPX IXIC (Nasdaq) and I just use SPX cause portfolio is 15-20 names diversified across X themes so its probably the best fit of the X and some people also don't recognize IXIC ticker haha"  
[X Link](https://x.com/stocktalkweekly/status/1998156956704342355)  2025-12-08T22:25Z 360.5K followers, XXX engagements


"@mellowrk_lion 🍻I studied a list of XX SMID caps with direct grid infra exposure. Before I even looked at the float mechanics $PLPC & $MYRG were my two favorites. $PLPC stood out for X reasons: 1) most "pure play" (75% revenue from grid) 2) extremely tightly held stock & great chart"  
[X Link](https://x.com/stocktalkweekly/status/1976308540626403437)  2025-10-09T15:27Z 360.4K followers, 8083 engagements


"$VIAV $14C now +410% in just one month"  
[X Link](https://x.com/stocktalkweekly/status/1993758399238910213)  2025-11-26T19:06Z 360.4K followers, 25.8K engagements


"Amkor $AMKR an absolute beauty No one put this thesis in front of yall on a silver platter before we did. Ahead of the herd"  
[X Link](https://x.com/stocktalkweekly/status/1995908614561607957)  2025-12-02T17:31Z 360.4K followers, 20.8K engagements


"The Information should be forcibly renamed Fake Information"  
[X Link](https://x.com/stocktalkweekly/status/1996242984841465928)  2025-12-03T15:39Z 360.4K followers, 28.4K engagements


"@mclain_kevin Options comprise about XX% of my total $ return this yr"  
[X Link](https://x.com/stocktalkweekly/status/1996677166424342866)  2025-12-04T20:25Z 360.5K followers, XXX 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 360.5K followers, 77.7K engagements


"@DannyCGallo @JaguarAnalytics @jaspalsandhu24 $KTOS $ERJ are both names me and Jag both liked very early and both have dramatically outperformed. Lets see how $GXO does"  
[X Link](https://x.com/stocktalkweekly/status/1979353442046124117)  2025-10-18T01:06Z 360.5K followers, 1438 engagements


"$ENS pretty good for a month"  
[X Link](https://x.com/stocktalkweekly/status/1988385161860509907)  2025-11-11T23:15Z 360.5K followers, 41.9K 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 X years.""  
[X Link](https://x.com/stocktalkweekly/status/1991273229097255289)  2025-11-19T22:31Z 360.5K followers, 64.4K engagements


"Black Friday sale ends tonight. We won't be doing any more sales for the foreseeable future. Use code THX4ALPHA"  
[X Link](https://x.com/stocktalkweekly/status/1995237418899996765)  2025-11-30T21:04Z 360.5K followers, 32K engagements


"+260% in 2024 & +305% in 2025 (so far) Full portfolio transparency with all positions & weightings. Hundreds of 5-star reviews. Crystal clear alerts daily premarket streams & weekly educational workshops. No bullshit. Come beat the market with us at"  
[X Link](https://x.com/stocktalkweekly/status/1973881542129934803)  2025-10-02T22:43Z 360.5K followers, 298.5K 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 360.5K followers, 4197 engagements


"Stayed entirely net long these past few weeks very proud of how I managed the volatility. Drawdown was cushioned thanks to positions like $VIAV $ENS $DOCN $AMKR $NTCT"  
[X Link](https://x.com/stocktalkweekly/status/1986894891939496423)  2025-11-07T20:33Z 360.5K followers, 38.4K 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 360.5K followers, 25.3K engagements


"$ENS $115C now +370% in just six weeks. Still my largest position"  
[X Link](https://x.com/stocktalkweekly/status/1993766987319947337)  2025-11-26T19:41Z 360.5K followers, 34.4K engagements


"*PRESIDENT TRUMP: WE ARE WORKING CLOSELY WITH CANADA ON THE 'GOLDEN DOME'"  
[X Link](https://x.com/stocktalkweekly/status/1975600716778705099)  2025-10-07T16:34Z 360.5K followers, 45.3K engagements


"New position opened in SMID cap datacenter network-testing stock at"  
[X Link](https://x.com/stocktalkweekly/status/1981801289756319999)  2025-10-24T19:13Z 360.5K followers, 168.8K engagements


"The relative weakness in crypto vs. stocks continues"  
[X Link](https://x.com/stocktalkweekly/status/1995520777324765358)  2025-12-01T15:50Z 360.5K followers, 21.2K engagements


"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. XX positions. Full portfolio transparency the entire way. Stock-picking is a hard game but well worth it"  
[X Link](https://x.com/stocktalkweekly/status/1995872069687673258)  2025-12-02T15:05Z 360.5K followers, 721.1K engagements


"*MICROSOFT RESPONDS TO 'THE INFORMATION' REPORT: "WE DID NOT LOWER AI SALES QUOTAS" $MSFT"  
[X Link](https://x.com/stocktalkweekly/status/1996241867009106280)  2025-12-03T15:35Z 360.5K followers, 65.1K engagements


"*SPACEX IN TALKS FOR SHARE SALE THAT WOULD VALUE THE COMPANY AT $XXX BILLION - BLOOMBERG"  
[X Link](https://x.com/stocktalkweekly/status/1997025317278400581)  2025-12-05T19:28Z 360.5K followers, 28K engagements


"@thegresearch Cheers my friend. $PATH paying us nicely"  
[X Link](https://x.com/stocktalkweekly/status/1998128226187845690)  2025-12-08T20:31Z 360.5K followers, XXX engagements


"Instead of XXX names with XXX% weighting each I run 15-20 names with conviction & close observation. Wide market-cap distribution too. X mega-caps X large-caps X mid-caps X small-cap. 85%+ in common shares naked options for leverage. Easier to manage & easier to follow"  
[X Link](https://x.com/stocktalkweekly/status/1998159097477145044)  2025-12-08T22:33Z 360.5K followers, 40.7K engagements