#  @themissinglinks MissingLinks MissingLinks posts on X about target, ai, $nvda, the great the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::138502166/interactions)  - [--] Week [------] -0.32% - [--] Month [---------] +25,059% - [--] Months [---------] +102,280% - [--] Year [---------] +413,107% ### Mentions: [--] [#](/creator/twitter::138502166/posts_active)  - [--] Month [--] -10% - [--] Months [---] +1,807% - [--] Year [---] +4,783% ### Followers: [-----] [#](/creator/twitter::138502166/followers)  - [--] Week [-----] +0.39% - [--] Month [-----] +0.56% - [--] Months [-----] +9% - [--] Year [-----] +10% ### CreatorRank: [-------] [#](/creator/twitter::138502166/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 49% [finance](/list/finance) 27% [technology brands](/list/technology-brands) 22% [cryptocurrencies](/list/cryptocurrencies) 15% [countries](/list/countries) 11% [exchanges](/list/exchanges) 6% [travel destinations](/list/travel-destinations) 2% [automotive brands](/list/automotive-brands) 1% **Social topic influence** [target](/topic/target) #2283, [ai](/topic/ai) 13%, [$nvda](/topic/$nvda) #2225, [the great](/topic/the-great) 7%, [stocks](/topic/stocks) 7%, [$klac](/topic/$klac) 6%, [crypto](/topic/crypto) 6%, [$twst](/topic/$twst) 5%, [$asml](/topic/$asml) 5%, [asml](/topic/asml) 5% **Top accounts mentioned or mentioned by** [@tflabofficial](/creator/undefined) [@citadel](/creator/undefined) [@sp_traderx](/creator/undefined) [@citrini7](/creator/undefined) [@saadmjamal](/creator/undefined) [@thevalueist](/creator/undefined) [@gavinsbaker](/creator/undefined) [@granderthegreat](/creator/undefined) [@rickrieder](/creator/undefined) [@notkevinwarsh](/creator/undefined) [@redbadbear](/creator/undefined) [@jukan05](/creator/undefined) [@cboe](/creator/undefined) [@virtufinancial](/creator/undefined) [@jumptrading](/creator/undefined) [@pennycheck](/creator/undefined) [@jordantrades23](/creator/undefined) [@contrariancurse](/creator/undefined) [@petermantas](/creator/undefined) [@realdonaldtrump](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [KLA Corp (KLAC)](/topic/$klac) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Sandisk Corporation (SNDK)](/topic/$sndk) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Teradyne, Inc. (TER)](/topic/$ter) [Hyperliquid (HYPE)](/topic/$hype) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Strategy (MSTR)](/topic/$mstr) [SATS (Ordinals) (SATS)](/topic/$sats) [Redwire Corporation (RDW)](/topic/$rdw) [Intel Corporation (INTC)](/topic/$intc) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Mario Coin (COIN)](/topic/$coin) [Alibaba Group (BABA)](/topic/$baba) [SPX6900 (SPX)](/topic/$spx) [SPDR GOLD ETF (GLD)](/topic/$gld) [Voyager Technologies, Inc. (VOYG)](/topic/$voyg) [Corning Incorporated (GLW)](/topic/$glw) [Metadium (META)](/topic/$meta) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Western Digital Corp (WDC)](/topic/$wdc) [Ethereum (ETH)](/topic/$eth) [Solana (SOL)](/topic/$sol) ### Top Social Posts Top posts by engagements in the last [--] hours "@ContrarianCurse Why $JKS over $DQ" [X Link](https://x.com/themissinglinks/status/1993755471040180309) 2025-11-26T18:55Z [----] followers, [----] engagements "$TWST having a day. Here is my thesis I gave to the team @TFLabofficial. First target [--]. This is a [---] stock by Jan next year" [X Link](https://x.com/themissinglinks/status/2011132619002638478) 2026-01-13T17:45Z [----] followers, [----] engagements "$VOYG. Huge news today. This stock is going to [--]. https://x.com/voyagertech_/status/2011440571219603552s=20 π BREAKTHROUGH: Voyager secured a patent for orbital optical-crystal manufacturing. Ultra-pure materials faster cleaner more resilient networks powering AI + datacenters. Microgravity makes what Earth cant.Learn more here: https://t.co/8wmT1yge1z. $VOYG #MissionReady https://t.co/ySvCIoxPgb https://x.com/voyagertech_/status/2011440571219603552s=20 π BREAKTHROUGH: Voyager secured a patent for orbital optical-crystal manufacturing. Ultra-pure materials faster cleaner more resilient" [X Link](https://x.com/themissinglinks/status/2011556648830271732) 2026-01-14T21:50Z [----] followers, [----] engagements "$GLW amazing news with $META today. These at 16s from [----]. 600% plus. Leaps in strong thematics and chill. Only @TFLabofficial" [X Link](https://x.com/themissinglinks/status/2016216300842819668) 2026-01-27T18:26Z [----] followers, [---] engagements "We agree. @TFLabofficial is long $CORZ call options. Buyout coming soon. You guys remember when $CRWV wanted to acquire $CORZ for $9Billion or roughly $20.40 per share Do you also remember when $NVDA just invested $2Billion more in $CRWV this week $CRWV just got the extra $2Billion they need to acquire $CORZ for roughly $24-$25 a share in an You guys remember when $CRWV wanted to acquire $CORZ for $9Billion or roughly $20.40 per share Do you also remember when $NVDA just invested $2Billion more in $CRWV this week $CRWV just got the extra $2Billion they need to acquire $CORZ for roughly" [X Link](https://x.com/themissinglinks/status/2016276207642251519) 2026-01-27T22:24Z [----] followers, [----] engagements "$ASML crushed it on bookings. - Rev: 9.7B vs est: 9.58B - Gross Margins: 52.2% vs est 52% - Net bookings: 13.2B vs est 7B Check the timeline been pounding the table about semicap longs $KLAC $AMAT $LRCX and the most moated of them all $ASML is Over 2x now in [--] months" [X Link](https://x.com/themissinglinks/status/2016399918160650745) 2026-01-28T06:36Z [----] followers, [----] engagements "$TWST amazing earnings today. See you at [--] soon. $TWST having a day. Here is my thesis I gave to the team @TFLabofficial. First target [--]. This is a [---] stock by Jan next year. https://t.co/HCJZZSHQs0 $TWST having a day. Here is my thesis I gave to the team @TFLabofficial. First target [--]. This is a [---] stock by Jan next year. https://t.co/HCJZZSHQs0" [X Link](https://x.com/themissinglinks/status/2018347284660978029) 2026-02-02T15:34Z [----] followers, [---] engagements "No better follow for $TWST than @peter_mantas we both have super high conviction this is a [--] plus stock. $TWST having a day. Here is my thesis I gave to the team @TFLabofficial. First target [--]. This is a [---] stock by Jan next year. https://t.co/HCJZZSHQs0 $TWST having a day. Here is my thesis I gave to the team @TFLabofficial. First target [--]. This is a [---] stock by Jan next year. https://t.co/HCJZZSHQs0" [X Link](https://x.com/themissinglinks/status/2018401386329694248) 2026-02-02T19:09Z [----] followers, [----] engagements "Wow $TER crushed it time to get @Citrini7 bull case target. No matter who wins ai and robotics the equipment makers win. Wow $TER what an earnings move. Another idea from the great @Citrini7 was 90s when he wrote it up. The team @TFLabofficial been rolling up and out with call leaps from flows we track and still have common. https://t.co/KIVchb77gz Wow $TER what an earnings move. Another idea from the great @Citrini7 was 90s when he wrote it up. The team @TFLabofficial been rolling up and out with call leaps from flows we track and still have common. https://t.co/KIVchb77gz" [X Link](https://x.com/themissinglinks/status/2018439181425320234) 2026-02-02T21:39Z [----] followers, [----] engagements "@Citrini7 $WDC has to sell some $SNDK soon. Jpm probably part of that deal is my guess" [X Link](https://x.com/themissinglinks/status/2018447845112820022) 2026-02-02T22:14Z [----] followers, [----] engagements "$INTC boom only @TFLabofficial SOFTBANK CORP INTEL SIGN PACT ON NEXT-GEN MEMORY TECHNOLOGY Massive news for $INTC. Good thing we got back in calls today. Also added common [-----] afterhours. Only @TFLabofficial https://t.co/1QQuxQQ1Bh Massive news for $INTC. Good thing we got back in calls today. Also added common [-----] afterhours. Only @TFLabofficial https://t.co/1QQuxQQ1Bh" [X Link](https://x.com/themissinglinks/status/2018495950289809671) 2026-02-03T01:25Z [----] followers, [---] engagements "$HYPE. During the crypto liquidation your team bought the best crypto that prints cash and is fully aligned with customers and token holders right Plus 30% gain and counting. Hyperliquid. $HYPE Hyperliquid. Best performer during this weekend crypto rug pull. Plus 10% from dip buys https://t.co/UUOmRWISd1 $HYPE Hyperliquid. Best performer during this weekend crypto rug pull. Plus 10% from dip buys https://t.co/UUOmRWISd1" [X Link](https://x.com/themissinglinks/status/2018510611106365797) 2026-02-03T02:23Z [----] followers, [---] engagements "Crazy work in @TFLabofficial today. Thank you again @Citadel you remembered to turn off $googl odte. But you forget $AVGO Amazing work by @GranderTheGreat in @TFLabofficial today. Took $AVGO both ways like Charlies sheen for 5x. Runners on the calls are 30x for afterhours execution for the people that held some. We had noted AVGO would be up minimum [--] on $googl and its up [--] plus. Thank you https://t.co/x21GEQ8eXM Amazing work by @GranderTheGreat in @TFLabofficial today. Took $AVGO both ways like Charlies sheen for 5x. Runners on the calls are 30x for afterhours execution for the people that" [X Link](https://x.com/themissinglinks/status/2019161208155484559) 2026-02-04T21:28Z [----] followers, [----] engagements "@saadmjamal @TFLabofficial @Citadel Yep posted before correction. Exit was 331" [X Link](https://x.com/themissinglinks/status/2019167148594127236) 2026-02-04T21:52Z [----] followers, [--] engagements "@saadmjamal @TFLabofficial @Citadel Great stuff brother" [X Link](https://x.com/themissinglinks/status/2019167350067703810) 2026-02-04T21:53Z [----] followers, [--] engagements "During a massive AI capex boom that is sucking up all the capital you cannot nominate a new fed chair that wants to shrink the balance sheet. the market will keep selling till this is liquidity shock is resolved. @realDonaldTrump can still submit @RickRieder to the senate as Warsh is not official yet. I hear Kevin Warsh loves red light therapy. @Not_KevinWarsh https://t.co/QWy4O7phyn I hear Kevin Warsh loves red light therapy. @Not_KevinWarsh https://t.co/QWy4O7phyn" [X Link](https://x.com/themissinglinks/status/2019579119852241320) 2026-02-06T01:09Z [----] followers, [---] engagements "Was discussing $ETH crypto btfd over the weekend with the great @redbadbear. Mapped out massive ETH loan liquidations sub [----] that would give us a great risk reward BTFD liquidation in the 1700s. Well the rest is history. Plus 14% on $SOL and 10% on $ETH. Only @TFLabofficial" [X Link](https://x.com/themissinglinks/status/2019591588423561430) 2026-02-06T01:58Z [----] followers, [----] engagements "@TMTLongShort $TWST at 70" [X Link](https://x.com/themissinglinks/status/2019663606196097258) 2026-02-06T06:45Z [----] followers, [---] engagements "Going to need to up my end of year $TWST targets. We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW" [X Link](https://x.com/themissinglinks/status/2019664081226199460) 2026-02-06T06:46Z [----] followers, [---] engagements "@jukan05 Now this sounds correct. Didnt believe the semi analysis report at all. NVDA needs will get memory from all 3" [X Link](https://x.com/themissinglinks/status/2020684954229743808) 2026-02-09T02:23Z [----] followers, [----] engagements "While the US listed AI names consolidate and correct. I recently purchased the best in class Luxury Bidet manufacturer in Japan. TOTO LTD. $5332. Not only can they clean your A__ this company is so good at ultra clean its tech is essential in making HBM" [X Link](https://x.com/themissinglinks/status/2019284935438389751) 2026-02-05T05:40Z [----] followers, [----] engagements "Also I expect Japan arm up big time with recent China aggression playing a big role in this landslide. So Asian defense stocks probably best way to play this. $WDAF Takaichi Snap Elections: LDP wins [---] seats: supermajority what makes a garden variety post-election risk-on move go vertical at open Credit: @acrossthespread We are bullish Japan and TOTO $5332 Takaichi Snap Elections: LDP wins [---] seats: supermajority what makes a garden variety post-election risk-on move go vertical at open Credit: @acrossthespread We are bullish Japan and TOTO $5332" [X Link](https://x.com/themissinglinks/status/2020570150815121442) 2026-02-08T18:47Z [----] followers, [---] engagements "In addition to catching the swing lows on $NVDA. The team loaded $TSM and $AVGO calls last week. thank you again Ai bears for pushing the AI winners lower so we could get some bargains. Only @TFLabofficial Thank you to all the $NVDA bears for such a great entry. Time to climb the wall of Burry. Thank you to all the $NVDA bears for such a great entry. Time to climb the wall of Burry" [X Link](https://x.com/themissinglinks/status/2020896282055729211) 2026-02-09T16:23Z [----] followers, [---] engagements "Got a nice $ASTS trade from this MSCI announcement at [--]. Rip ASTS shorts you now have a big passive bid to deal with. It will be the most bought stock for the index. Largest adds $ASTS $COHR $$FTAI. Changes take place Feb 27th https://www.msci.com/indexes/index-resources/index-review https://www.msci.com/indexes/index-resources/index-review" [X Link](https://x.com/themissinglinks/status/2021396605283467643) 2026-02-11T01:31Z [----] followers, [---] engagements "Hey @Cboe @Citadel @VirtuFinancial @jumptrading can we please get some higher strikes on $ACMR. This thing is going to [---]. Insane earnings and most undervalued semicap stock there is. Great post. The team @TFLabofficial is long $ACMR from the 30s. Target π― [--] Great post. The team @TFLabofficial is long $ACMR from the 30s. Target π― 90" [X Link](https://x.com/themissinglinks/status/2018406580836806933) 2026-02-02T19:30Z [----] followers, [----] engagements "$ACMR best way to play China semis in the US market. πHONG KONG SEMICONDUCTOR STOCKS CONTINUE RISING GIGADEVICE UP OVER 9.5% #CHINA #TECH (https://t.co/LRhL20r1Di) πHONG KONG SEMICONDUCTOR STOCKS CONTINUE RISING GIGADEVICE UP OVER 9.5% #CHINA #TECH (https://t.co/LRhL20r1Di)" [X Link](https://x.com/themissinglinks/status/2020686176655716573) 2026-02-09T02:28Z [----] followers, [----] engagements "We gonna need to those higher strikes soon on $ACMR. Want a move and huge winner for us. From 30s to [--] already. Target [---] Hey @Cboe @Citadel @VirtuFinancial @jumptrading can we please get some higher strikes on $ACMR. This thing is going to [---]. Insane earnings and most undervalued semicap stock there is. Hey @Cboe @Citadel @VirtuFinancial @jumptrading can we please get some higher strikes on $ACMR. This thing is going to [---]. Insane earnings and most undervalued semicap stock there is" [X Link](https://x.com/themissinglinks/status/2021615276559610320) 2026-02-11T16:00Z [----] followers, [---] engagements "We are massively long $ACMR China's CXMT and YMTC to massively expand memory output amid global crunch Supply constraints offer chipmakers chance to close gap with rivals Samsung SK Hynix and Micron https://t.co/vY7mBAeIxh https://t.co/C1WCNWrwbr China's CXMT and YMTC to massively expand memory output amid global crunch Supply constraints offer chipmakers chance to close gap with rivals Samsung SK Hynix and Micron https://t.co/vY7mBAeIxh https://t.co/C1WCNWrwbr" [X Link](https://x.com/themissinglinks/status/2020609684433215877) 2026-02-08T21:24Z [----] followers, [----] engagements "Great read. @TheValueist remember we talked a year ago about how the first $NVDA Blackwell models would be better than humans specific tasks AGI lite. OAI [---] codex on GB200 β . Cant wait to see GB300 runs this year. Then Rubin clusters will be very clear AGI. Feynman will be ASI. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg" [X Link](https://x.com/themissinglinks/status/2021385147120050448) 2026-02-11T00:45Z [----] followers, [----] engagements "Insane move on $AEHR. We recently added more on the correction last week. Was really nice to see the great @zephyr_z9 writing about it in a @Citrini7 article [--] weeks ago. Remember no matter who wins AI semicap companies win. The team @TFLabofficial has been buying semi cap stocks since the local lows last year. $ASML $KLAC $LRCX $AMAT $TER. We recently added $AEHR. Based on how these traded since the first they should continue to outperform https://t.co/RH181NbLnC The team @TFLabofficial has been buying semi cap stocks since the local lows last year. $ASML $KLAC $LRCX $AMAT $TER. We recently" [X Link](https://x.com/themissinglinks/status/2021622728306860050) 2026-02-11T16:29Z [----] followers, [---] engagements "Dont sleep on $VNET. The $NET of China. Breaking out. Crazy undervalued. Targets. [--] the [----] then [--]. We are long common March calls and leaps. Only @tfl" [X Link](https://x.com/themissinglinks/status/2021624852516688220) 2026-02-11T16:38Z [----] followers, [---] engagements "500% on $VNET. Started rolling to 14c for may" [X Link](https://x.com/themissinglinks/status/2021656856159191244) 2026-02-11T18:45Z [----] followers, [---] engagements "@Mike10947310 I just keep adding on to it. Im serious [---] is minimum target for this. Feels like $SNDK when it was [---] and people who didnt buy it at [--] were saying it was too high. Meanwhile I kept adding. Doing the same with this one" [X Link](https://x.com/themissinglinks/status/2021767799497252908) 2026-02-12T02:06Z [----] followers, [---] engagements "Longed some $CHRW on this dip. Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines. https://t.co/e9hBmxX5cr Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines. https://t.co/e9hBmxX5cr" [X Link](https://x.com/themissinglinks/status/2022014876248682821) 2026-02-12T18:28Z [----] followers, [---] engagements "Wow $CHRW we did call options 2.5x and counting in [--] minutes. With two months to go. make them free. Ride some profits. And definitely follow @TheStalwart him and @tracyalloway have the best financial podcast. Longed some $CHRW on this dip. Longed some $CHRW on this dip" [X Link](https://x.com/themissinglinks/status/2022018449485312138) 2026-02-12T18:42Z [----] followers, [---] engagements "@TheValueist Love $KLAC it is the best run semicap" [X Link](https://x.com/themissinglinks/status/1981731836595146881) 2025-10-24T14:37Z [----] followers, [---] engagements "$BE one we I have been long and writing about @TFLabofficial how it was a no brainer ai energy winner since it traded 20s. We have been rolling up options ever since. Most recent trade was 115c-140c call vertical spreads for November. Halloween week nothing but Treats so far" [X Link](https://x.com/themissinglinks/status/1983303393344139518) 2025-10-28T22:42Z [----] followers, [---] engagements "Just want to thank all the zoomers that convinced their boomer parents on thanksgiving to give them more money to spend on magic internet money. The team at @TFLabofficial anticipated the fresh influx of cash for crypto and went long $COIN $CRCL $MSTR and $HYPE (hyperliquid)" [X Link](https://x.com/themissinglinks/status/1994423452397117872) 2025-11-28T15:09Z [----] followers, [---] engagements "This was amazing. I never miss a podcast with The great @GavinSBaker. New positions we have on since last week Long Spacex via $SATS calls. Also long $RDW should rip off the data center in space narrative. Yes I know its a shitco but those tend to move the most on a new narrative. Thanks @pennycheck for putting on the radar. This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models -" [X Link](https://x.com/themissinglinks/status/1998445398898438403) 2025-12-09T17:31Z [----] followers, [----] engagements "This $WRBY flows by one the best options professionals in the game @redbadbear he rarely notes flows but when he does omg. These are almost 50x. Crazy alpha at TFL This is one thing that TFL does better than anyone else. $WRBY with a sneaky last minute flow on Friday. Starting Monday morning off with a 5x. h/t @redbadbear https://t.co/zv7B6HI94Q This is one thing that TFL does better than anyone else. $WRBY with a sneaky last minute flow on Friday. Starting Monday morning off with a 5x. h/t @redbadbear https://t.co/zv7B6HI94Q" [X Link](https://x.com/themissinglinks/status/1998856860968038672) 2025-12-10T20:46Z [----] followers, [----] engagements "$ORCL We called the denial in advance. Great work with layers of calls by @GranderTheGreat only at @TFLabofficial ORCL - ORACLE: THERE HAVE BEEN NO DELAYS TO ANY SITES REQUIRED TO MEET OUR CONTRACTUAL COMMITMENTS ALL MILESTONES REMAIN ON TRACK" [X Link](https://x.com/themissinglinks/status/1999545194757177392) 2025-12-12T18:21Z [----] followers, [---] engagements "The memory super cycle was the best and easiest trade of the year. What a gift. $MU $SNDK SK HYNIX (long via HY9H on Interactive brokers) Samsung and SK Hynix memory units are projected to post 63%67% gross margins in Q4 [----] topping TSMCs guided 59%61% range for the first time in years per Koreas Hankyung. https://t.co/Zz6YrhG1tL Samsung and SK Hynix memory units are projected to post 63%67% gross margins in Q4 [----] topping TSMCs guided 59%61% range for the first time in years per Koreas Hankyung. https://t.co/Zz6YrhG1tL" [X Link](https://x.com/themissinglinks/status/2003871843338576234) 2025-12-24T16:54Z [----] followers, [----] engagements "Copper parabolic next please. $FCX Lord help us #Copper https://t.co/aUgDCBzgsj Lord help us #Copper https://t.co/aUgDCBzgsj" [X Link](https://x.com/themissinglinks/status/2005321633725346248) 2025-12-28T16:55Z [----] followers, [----] engagements "The team @TFLabofficial has been buying semi cap stocks since the local lows last year. $ASML $KLAC $LRCX $AMAT $TER. We recently added $AEHR. Based on how these traded since the first they should continue to outperform" [X Link](https://x.com/themissinglinks/status/2008226847830815121) 2026-01-05T17:19Z [----] followers, [----] engagements "$ZETA grandslams on calls and huge gain on common swing. Only @TFLabofficial $ZETA announced a partnership with OpenAI at CES to power Athena its AI marketing agent for enterprises. OpenAI models will run the conversational + agent workflows (Insights and Advisor) and Zeta gets early access to new models/features. Company guides a broader Athena https://t.co/sgi9zFM26X $ZETA announced a partnership with OpenAI at CES to power Athena its AI marketing agent for enterprises. OpenAI models will run the conversational + agent workflows (Insights and Advisor) and Zeta gets early access to new" [X Link](https://x.com/themissinglinks/status/2008289597130711508) 2026-01-05T21:28Z [----] followers, [---] engagements "Excellent spaces with @pennycheck interviewing @infleqtion $CCCX https://x.com/i/spaces/1OyKAjgMlDyGb https://x.com/i/spaces/1OyKAjgMlDyGb" [X Link](https://x.com/themissinglinks/status/2008336706437586988) 2026-01-06T00:35Z [----] followers, [---] engagements "$MSTR saved by MSCI. Key level is [---]. Swinging some long at 165" [X Link](https://x.com/themissinglinks/status/2008658361353728384) 2026-01-06T21:54Z [----] followers, [----] engagements "$MBLY booming thank you @sp_traderX. We saw multiple lines of sweeps on [--] separate days. Crazy move. This robotics acquisition is very bullish. First Target 14" [X Link](https://x.com/themissinglinks/status/2008661075169063267) 2026-01-06T22:04Z [----] followers, [---] engagements "$MSTR Over [---] :) $MSTR saved by MSCI. Key level is [---]. Swinging some long at [---]. https://t.co/vUeUBySgYs $MSTR saved by MSCI. Key level is [---]. Swinging some long at [---]. https://t.co/vUeUBySgYs" [X Link](https://x.com/themissinglinks/status/2008696523455164914) 2026-01-07T00:25Z [----] followers, [---] engagements "Omg. How did Congressman Chip Roy manage to lose -59% in 2025" [X Link](https://x.com/themissinglinks/status/2009116075317735707) 2026-01-08T04:12Z [----] followers, [---] engagements "@ConnorJBates_ Good list. Would add $KRKNF to defense/drones/robotics. Still riding [--] bagger so far. Was and still is best way to play the Anduril ipo for retail. Should hit 10-15 by then also likely nasdaq listing soon for a bonus catalyst. KRKNF is the US Listed version. We have been in this since .59 IYKYK I think it goes [---] soon then [--] KRKNF is the US Listed version. We have been in this since .59 IYKYK I think it goes [---] soon then 2" [X Link](https://x.com/themissinglinks/status/2010430461437448323) 2026-01-11T19:15Z [----] followers, [---] engagements "$FCX ripping in [--] hour. Copper parabolic next please. $FCX Copper parabolic next please. $FCX" [X Link](https://x.com/themissinglinks/status/2010522948374053205) 2026-01-12T01:23Z [----] followers, [---] engagements "$SATS the best way to be long spacex if you cant get SpaceX private shares into the IPO. With all the news coverage and admin pumping startlink. $SATS imo is 150-175 by the time SpaceX IPOs. Our calls are grandslams. Also $RDW calls are all 200% plus since this with time. This was amazing. I never miss a podcast with The great @GavinSBaker. New positions we have on since last week Long Spacex via $SATS calls. Also long $RDW should rip off the data center in space narrative. Yes I know its a shitco but those tend to move the most on a new This was amazing. I never miss a podcast with The great" [X Link](https://x.com/themissinglinks/status/2010530685245612315) 2026-01-12T01:54Z [----] followers, [----] engagements "$TSM NYT reports the U.S. is nearing a trade deal with Taiwan that would cut tariffs on Taiwan exports to 15% and includes TSMC commitments to build at least five additional semiconductor facilities in Arizona. Deal terms are still being finalized. $30000000 in $TSM $315 calls bot on Friday stuck in OI and today we get Taiwan news. Follow the flow π https://t.co/zFF73Ri6Hs $30000000 in $TSM $315 calls bot on Friday stuck in OI and today we get Taiwan news. Follow the flow π https://t.co/zFF73Ri6Hs" [X Link](https://x.com/themissinglinks/status/2010764535750144238) 2026-01-12T17:23Z [----] followers, [---] engagements "$BABA sick move today. The team had 160c and also @jcroberts57 nailed some 155c. Next target [---] [---] [---]. Only @TFLabofficial" [X Link](https://x.com/themissinglinks/status/2010782933565554958) 2026-01-12T18:36Z [----] followers, [---] engagements "Crypto on fire. We added more $MSTR at [---] this week. Added $HOOD and $COIN this am on the dip and have some $RIOT calls. Lets go. $MSTR saved by MSCI. Key level is [---]. Swinging some long at [---]. https://t.co/vUeUBySgYs $MSTR saved by MSCI. Key level is [---]. Swinging some long at [---]. https://t.co/vUeUBySgYs" [X Link](https://x.com/themissinglinks/status/2011210147818062242) 2026-01-13T22:54Z [----] followers, [---] engagements "Lets go the team @TFLabofficial is long $BABA been riding since [---]. first target hit today. Now [---] in the overnight. [---] the [---] next π― Alibaba will hold a launch event at 10:00 a.m. China time on Thursday the 15th to announce the release of the Qwen app showcasing how AI will usher in an era of smarter work and task execution. $BABA https://t.co/eBky3kuVYs Alibaba will hold a launch event at 10:00 a.m. China time on Thursday the 15th to announce the release of the Qwen app showcasing how AI will usher in an era of smarter work and task execution. $BABA https://t.co/eBky3kuVYs" [X Link](https://x.com/themissinglinks/status/2011302258299060570) 2026-01-14T05:00Z [----] followers, [---] engagements "This $ASML video took the entire team at Branch Education [--] months to make. Its absolutely epic @ASMLcompany https://youtu.be/B2482h_TNwgsi=YJOw20BoBus7KWJp https://youtu.be/B2482h_TNwgsi=YJOw20BoBus7KWJp" [X Link](https://x.com/themissinglinks/status/2011316051460702615) 2026-01-14T05:54Z [----] followers, [---] engagements "Just like that futures puts printed locked some in. $ES $SPX $SPY Whole team btfd after the $NVDA headline dropped the market. Absolutely minted on options futures and $SPX with some 5x called into the close. Only @TFLabofficial. Also called ES futures puts at the close at [----] resistance for Monday :) https://t.co/0LPqaGDozE Whole team btfd after the $NVDA headline dropped the market. Absolutely minted on options futures and $SPX with some 5x called into the close. Only @TFLabofficial. Also called ES futures puts at the close at [----] resistance for Monday :) https://t.co/0LPqaGDozE" [X Link](https://x.com/themissinglinks/status/2011558106539704755) 2026-01-14T21:56Z [----] followers, [---] engagements "$SATS calls the layup of the year since SpaceX ipo plans were released. We keep rolling them higher. Even the full regard ones worked. Only @TFLabofficial This was amazing. I never miss a podcast with The great @GavinSBaker. New positions we have on since last week Long Spacex via $SATS calls. Also long $RDW should rip off the data center in space narrative. Yes I know its a shitco but those tend to move the most on a new This was amazing. I never miss a podcast with The great @GavinSBaker. New positions we have on since last week Long Spacex via $SATS calls. Also long $RDW should rip off the" [X Link](https://x.com/themissinglinks/status/2011597999198388699) 2026-01-15T00:35Z [----] followers, [---] engagements "Our Semi-cap overweight basket is absolutely minting who knew $TSM would double capex. Demand is absolutely insane. $ASML $KLAC $LRCX $AMAT $TER $AEHR. The team @TFLabofficial has been buying semi cap stocks since the local lows last year. $ASML $KLAC $LRCX $AMAT $TER. We recently added $AEHR. Based on how these traded since the first they should continue to outperform https://t.co/RH181NbLnC The team @TFLabofficial has been buying semi cap stocks since the local lows last year. $ASML $KLAC $LRCX $AMAT $TER. We recently added $AEHR. Based on how these traded since the first they should" [X Link](https://x.com/themissinglinks/status/2011845930803196033) 2026-01-15T17:00Z [----] followers, [---] engagements "One of the biggest long term port winners $KLAC @TheValueist Love $KLAC it is the best run semicap @TheValueist Love $KLAC it is the best run semicap" [X Link](https://x.com/themissinglinks/status/2011871890621837484) 2026-01-15T18:43Z [----] followers, [---] engagements "AI bubble. Boys Down bad lol. Credit @BitcoinAIGuy" [X Link](https://x.com/themissinglinks/status/2012280607179423758) 2026-01-16T21:47Z [----] followers, [---] engagements "@Yeah_Dave Well done. Also best way to get a correction is to post YTD gains" [X Link](https://x.com/themissinglinks/status/2012313885164937713) 2026-01-16T23:59Z [----] followers, [---] engagements "@jukan05 Its 350B now. Multiple expansion with ADR takes us to 500B this year. By [----] for 1T is possible" [X Link](https://x.com/themissinglinks/status/2012647660189106594) 2026-01-17T22:06Z [----] followers, [---] engagements "Insane YTD gains. Trump bragging about ATH. Long weekend. Got some hedges @TFLabofficial does" [X Link](https://x.com/themissinglinks/status/2013082234056532437) 2026-01-19T02:53Z [----] followers, [---] engagements "Future Winner of the 1M creator prize @nikitabier Also dont just bookmark this and procrastinate on reading it later. Just read it now. As its excellent. https://t.co/FGLYHaRhRq https://t.co/FGLYHaRhRq" [X Link](https://x.com/themissinglinks/status/2013472049843290234) 2026-01-20T04:41Z [----] followers, [---] engagements "Want to give a shout out to team ember @JordanTrades23 for putting $SNDK on our radar with our first trade in it at 40s now over 1200% higher at [---]. That sparked the Memory super-cycle thesis @TFLabofficial. Finding these monster stocks early can be life changing and this team does it consistently https://twitter.com/i/web/status/2014150930418016613 https://twitter.com/i/web/status/2014150930418016613" [X Link](https://x.com/themissinglinks/status/2014150930418016613) 2026-01-22T01:39Z [----] followers, [--] engagements "Want to give a shout out to team member @JordanTrades23 for putting $SNDK on our radar with our first trade in it at 40s now over 1200% higher at [---]. That sparked the Memory super-cycle thesis @TFLabofficial. Finding these monster stocks early can be life changing and this team does it consistently https://twitter.com/i/web/status/2014152144220258482 https://twitter.com/i/web/status/2014152144220258482" [X Link](https://x.com/themissinglinks/status/2014152144220258482) 2026-01-22T01:44Z [----] followers, [---] engagements "Vibe after the whole team bought the Greenland correction lows when the trump truth hits walking back the tough talk as predicted. Only @TFLabofficial" [X Link](https://x.com/themissinglinks/status/2014152811634708716) 2026-01-22T01:47Z [----] followers, [---] engagements "Absolutely murdered today with the team. Our rebuys of the space basket names $ASTI $RDW and $VELO. Went nuts also sized $TSLA at [---] and $ARM 115c for 400%. Only @TFLabofficial" [X Link](https://x.com/themissinglinks/status/2014452337771700587) 2026-01-22T21:37Z [----] followers, [----] engagements "$INTC. Terrible execution by management revealed in this Q numbers. Knowing when to sell is almost as important as the buy point. Took profits post earnings [--] plus and exited almost all calls before the print as we were over my target. The team Had layers $INTC going into today. Made the latest layers free. Still looking for [--] plus by summer. https://t.co/GznCdBXjup The team Had layers $INTC going into today. Made the latest layers free. Still looking for [--] plus by summer. https://t.co/GznCdBXjup" [X Link](https://x.com/themissinglinks/status/2014472554983964952) 2026-01-22T22:57Z [----] followers, [----] engagements "Best thing we did last night was dump our $INTC at [--] plus and load $TSM which unlike INTC is executing flawlessly $INTC. Terrible execution by management revealed in this Q numbers. Knowing when to sell is almost as important as the buy point. Took profits post earnings [--] plus and exited almost all calls before the print as we were over my target. https://t.co/X3h4eTyW8y $INTC. Terrible execution by management revealed in this Q numbers. Knowing when to sell is almost as important as the buy point. Took profits post earnings [--] plus and exited almost all calls before the print as we were" [X Link](https://x.com/themissinglinks/status/2014771025850818815) 2026-01-23T18:43Z [----] followers, [---] engagements "The team @TFLabofficial agrees with you. This past week we bet No for Warsh and Yes for the great @RickRieder. On @Kalshi Reason [--] of [--] why our friend @RickRieder is far and away the best candidate for @federalreserve chair. Dear @SecScottBessent and @POTUS please do the right thing for the American people. Reason [--] of [--] why our friend @RickRieder is far and away the best candidate for @federalreserve chair. Dear @SecScottBessent and @POTUS please do the right thing for the American people" [X Link](https://x.com/themissinglinks/status/2015129058909028813) 2026-01-24T18:26Z [----] followers, [----] engagements "Some nice 10x plus $SLV puts called by several team members to end the day. Silver. That is what blow offs look like $SLV. We are long SLV puts. Did some futures short too but covered to early. Would be up 20k plus per contract. @TFLabofficial https://t.co/KYnoTEaipI Silver. That is what blow offs look like $SLV. We are long SLV puts. Did some futures short too but covered to early. Would be up 20k plus per contract. @TFLabofficial https://t.co/KYnoTEaipI" [X Link](https://x.com/themissinglinks/status/2015895628845388198) 2026-01-26T21:12Z [----] followers, [----] engagements "There is an edge we have @TFLabofficial where metals silver SI gold GC $SLV $GLD longs work exceptionally well at certain time of day in Globex under certain conditions. Silver futures went [--] points in [--] minutes. Insane" [X Link](https://x.com/themissinglinks/status/2015959024378781880) 2026-01-27T01:24Z [----] followers, [---] engagements "@mingfang1979 Can you expand on Asia Vital and Blackwell delay" [X Link](https://x.com/themissinglinks/status/1877563666268099013) 2025-01-10T03:50Z [----] followers, [--] engagements "$NFLX IS ACTIVELY EXPLORING BID FOR $WBD WARNER BROS DISCOVERY SOURCES SAY Another banger 800% only @TFLabofficial" [X Link](https://x.com/themissinglinks/status/1984031621826421084) 2025-10-30T22:56Z [----] followers, [----] engagements "Crab market identified early this am. The team @TFLabofficial has been fading edges on the index and keeping the cash flow going" [X Link](https://x.com/themissinglinks/status/1988295680075632926) 2025-11-11T17:20Z [----] followers, [---] engagements "Crab market on indexes till $NVDA reports next week. @TFLabofficial still fading the edges. Also dont forget 13-F released by Friday. Gonna be some big moves from those. Especially from the goat @standuquesne we been playing his $TEVA from [--]. We think it has more upside. Crab market identified early this am. The team @TFLabofficial has been fading edges on the index and keeping the cash flow going. https://t.co/ChUVsGAQTG Crab market identified early this am. The team @TFLabofficial has been fading edges on the index and keeping the cash flow going. https://t.co/ChUVsGAQTG" [X Link](https://x.com/themissinglinks/status/1988648475844878428) 2025-11-12T16:41Z [----] followers, [---] engagements "Great post. The team @TFLabofficial is long $ACMR from the 30s. Target π― [--] On $ACMR Ive been leaning towards looking at the investment thesis without really considering the ACM Shanghai valuation disconnect. The Shanghai company will continue to perform and grow on their own for the next few years. $ACMR owns over 70% of it theyre unlikely to sell On $ACMR Ive been leaning towards looking at the investment thesis without really considering the ACM Shanghai valuation disconnect. The Shanghai company will continue to perform and grow on their own for the next few years. $ACMR owns over 70% of" [X Link](https://x.com/themissinglinks/status/2007117030713954358) 2026-01-02T15:49Z [----] followers, [---] engagements "Whole team btfd after the $NVDA headline dropped the market. Absolutely minted on options futures and $SPX with some 5x called into the close. Only @TFLabofficial. Also called ES futures puts at the close at [----] resistance for Monday :)" [X Link](https://x.com/themissinglinks/status/2011554089042427908) 2026-01-14T21:40Z [----] followers, [----] engagements "@PauloMacro Great work. We longed $EQT options before the move in Natgas. I wish I had the stones to swing Natgas futures" [X Link](https://x.com/themissinglinks/status/2014219186097033622) 2026-01-22T06:10Z [----] followers, [---] engagements "BREAKING: SpaceX is set to hire Bank of America Goldman Sachs JPMorgan and Morgan Stanley to lead its IPO in [----] per FT. $SATS to [---] then [---] Lets go. Disclosure: we have SATS call options since the 80s. Only @TFLabofficial" [X Link](https://x.com/themissinglinks/status/2014488846356922846) 2026-01-23T00:02Z [----] followers, [----] engagements "Long $ALM Almonty Industries aka the Tungsten kings Im 50% Tungsten 50% Greenland Im 50% Tungsten 50% Greenland" [X Link](https://x.com/themissinglinks/status/2015158420626657663) 2026-01-24T20:23Z [----] followers, [----] engagements "These are over 48x. 4700% now. I had to leave desk so I sold early and have bags of March puts. But tons of the team kept for afterhours execution. Nothing better than catching a blow off top with puts. Some nice 10x plus $SLV puts called by several team members to end the day. https://t.co/65GFPrlsNS Some nice 10x plus $SLV puts called by several team members to end the day. https://t.co/65GFPrlsNS" [X Link](https://x.com/themissinglinks/status/2015902045614620898) 2026-01-26T21:37Z [----] followers, [---] engagements "$STX [---] plus now. Dont fade the memory and storage super-cycle. Only @TFLabofficial Memory storage super cycle the layup of the year. @TFLabofficial also added $STX to our basket a few weeks ago. Target [---] on that Memory storage super cycle the layup of the year. @TFLabofficial also added $STX to our basket a few weeks ago. Target [---] on that" [X Link](https://x.com/themissinglinks/status/2016273827248894097) 2026-01-27T22:15Z [----] followers, [---] engagements "Its copper time all time high. The team at @TFLabofficial has long HG futures call verticals that will pay out 5x if copper hits [--] in [--] months also $FCX calls and common" [X Link](https://x.com/themissinglinks/status/2016709141293670905) 2026-01-29T03:05Z [----] followers, [----] engagements "Market not going to be happy with Kevin Warsh. We shorted the news @TFLabofficial" [X Link](https://x.com/themissinglinks/status/2017051446617796707) 2026-01-30T01:45Z [----] followers, [----] engagements "To explain more. Warsh is perceived by the market has a hawk. If market expects a hawk like Warsh has been in the past and also made countless bad policy calls. Then I press the sell button immediately on the news for a quick trade. However once the initial fear and sell is over I will btfd as Im pretty certain warsh will not be a hawk under trump and he will have to walk back all his hawkish statements from the past [--] years. What is you take https://twitter.com/i/web/status/2017078385172734108 https://twitter.com/i/web/status/2017078385172734108" [X Link](https://x.com/themissinglinks/status/2017078385172734108) 2026-01-30T03:32Z [----] followers, [--] engagements "Crazy work by @eliant_capital on metals short last night $GLD $SLV been down only since we were chatting about Warsh odds spiked last night. Got some amazing futures trades from it. SI futures were [---] at the time now [--]. Thats 60k per silver futures contract. Unreal" [X Link](https://x.com/themissinglinks/status/2017278489292910783) 2026-01-30T16:47Z [----] followers, [----] engagements "Very long $WHR from 66s tailing Tepper yesterday. swing first target π― [--]. Nice thesis below. Never posted about it on here but $WHR has been a BAG in one of my kids RESPs for [--] years now. It is hilarious the degenerate amount of capital Tepper put into this thing and it is most definitely his expression of a leveraged housing volume play. With that level of leverage Never posted about it on here but $WHR has been a BAG in one of my kids RESPs for [--] years now. It is hilarious the degenerate amount of capital Tepper put into this thing and it is most definitely his expression of a leveraged" [X Link](https://x.com/themissinglinks/status/1989384736155045907) 2025-11-14T17:27Z [----] followers, [----] engagements "We came into Friday with a plan to hedge the typical the end of month 401k buying end of day pop and take more profit on longs and raise cash. Looks like that was a great idea with the regime change at the fed and IRAN getting spicy. Bonus was SNDK ODTE window dressing long into the close. Options went 100x https://twitter.com/i/web/status/2017652315855941700 https://twitter.com/i/web/status/2017652315855941700" [X Link](https://x.com/themissinglinks/status/2017652315855941700) 2026-01-31T17:32Z [----] followers, [----] engagements "$HYPE Hyperliquid. Best performer during this weekend crypto rug pull. Plus 10% from dip buys" [X Link](https://x.com/themissinglinks/status/2017676487810220298) 2026-01-31T19:08Z [----] followers, [----] engagements "$HYPE almost green. 15% and counting from dip buy. $HYPE Hyperliquid. Best performer during this weekend crypto rug pull. Plus 10% from dip buys https://t.co/UUOmRWISd1 $HYPE Hyperliquid. Best performer during this weekend crypto rug pull. Plus 10% from dip buys https://t.co/UUOmRWISd1" [X Link](https://x.com/themissinglinks/status/2017748956688638439) 2026-01-31T23:56Z [----] followers, [---] engagements "I hear Kevin Warsh loves red light therapy. @Not_KevinWarsh" [X Link](https://x.com/themissinglinks/status/2018184644462612506) 2026-02-02T04:48Z [----] followers, [---] engagements "$NVDA We played the scam dump as we knew some BS headline was coming and longed it back 184s. Thank you @Reuters your quickly heading towards as much credibility at the mis-information @firstadopter unbelievable how many negative $NVDA headlines they manage to make up using headline voodoo from old news. Full article mentions cerebres is the alternative lmfao. They couldnt even ipo that stinker in an AI boom. Any our team @TFLabofficial anticipated the headline and played https://t.co/rxno1FwqeQ @firstadopter unbelievable how many negative $NVDA headlines they manage to make up using headline" [X Link](https://x.com/themissinglinks/status/2018452980153106941) 2026-02-02T22:34Z [----] followers, [---] engagements "Great $DQ write up. Solar super cycle Post up on my highest conviction holding Daqo New Energy $DQ been a frustrating ride but inflection is here I believe: Supply side (China anti-involution) demand sentiment uplift with Trump impact on solar credits less than feared $TAN $JKS $RUN $SEDG https://t.co/o0Jdcr8OaZ Post up on my highest conviction holding Daqo New Energy $DQ been a frustrating ride but inflection is here I believe: Supply side (China anti-involution) demand sentiment uplift with Trump impact on solar credits less than feared $TAN $JKS $RUN $SEDG https://t.co/o0Jdcr8OaZ" [X Link](https://x.com/themissinglinks/status/1988009430336569709) 2025-11-10T22:22Z [----] followers, [---] engagements "Im long $DQ both calls and common from [--] :)" [X Link](https://x.com/themissinglinks/status/1988010602304778250) 2025-11-10T22:27Z [----] followers, [---] engagements "@chamath Time to bring this public via $AEXA" [X Link](https://x.com/themissinglinks/status/1998759260566728721) 2025-12-10T14:18Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@themissinglinks MissingLinksMissingLinks posts on X about target, ai, $nvda, the great the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 49% finance 27% technology brands 22% cryptocurrencies 15% countries 11% exchanges 6% travel destinations 2% automotive brands 1%
Social topic influence target #2283, ai 13%, $nvda #2225, the great 7%, stocks 7%, $klac 6%, crypto 6%, $twst 5%, $asml 5%, asml 5%
Top accounts mentioned or mentioned by @tflabofficial @citadel @sp_traderx @citrini7 @saadmjamal @thevalueist @gavinsbaker @granderthegreat @rickrieder @notkevinwarsh @redbadbear @jukan05 @cboe @virtufinancial @jumptrading @pennycheck @jordantrades23 @contrariancurse @petermantas @realdonaldtrump
Top assets mentioned NVIDIA Corp. (NVDA) KLA Corp (KLAC) Twist Bioscience Corporation Common Stock (TWST) Sandisk Corporation (SNDK) ACM Research, Inc. Class A Common Stock (ACMR) Applied Materials, Inc. (AMAT) Lam Research Corporation (LRCX) Teradyne, Inc. (TER) Hyperliquid (HYPE) Taiwan Semiconductor (TSM) Strategy (MSTR) SATS (Ordinals) (SATS) Redwire Corporation (RDW) Intel Corporation (INTC) Freeport-McMoRan Inc (FCX) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) CH Robinson Worldwide Inc (CHRW) Mario Coin (COIN) Alibaba Group (BABA) SPX6900 (SPX) SPDR GOLD ETF (GLD) Voyager Technologies, Inc. (VOYG) Corning Incorporated (GLW) Metadium (META) CoreWeave, Inc (CRWV) Core Scientific, Inc. Common Stock (CORZ) Western Digital Corp (WDC) Ethereum (ETH) Solana (SOL)
Top posts by engagements in the last [--] hours
"@ContrarianCurse Why $JKS over $DQ"
X Link 2025-11-26T18:55Z [----] followers, [----] engagements
"$TWST having a day. Here is my thesis I gave to the team @TFLabofficial. First target [--]. This is a [---] stock by Jan next year"
X Link 2026-01-13T17:45Z [----] followers, [----] engagements
"$VOYG. Huge news today. This stock is going to [--]. https://x.com/voyagertech_/status/2011440571219603552s=20 π BREAKTHROUGH: Voyager secured a patent for orbital optical-crystal manufacturing. Ultra-pure materials faster cleaner more resilient networks powering AI + datacenters. Microgravity makes what Earth cant.Learn more here: https://t.co/8wmT1yge1z. $VOYG #MissionReady https://t.co/ySvCIoxPgb https://x.com/voyagertech_/status/2011440571219603552s=20 π BREAKTHROUGH: Voyager secured a patent for orbital optical-crystal manufacturing. Ultra-pure materials faster cleaner more resilient"
X Link 2026-01-14T21:50Z [----] followers, [----] engagements
"$GLW amazing news with $META today. These at 16s from [----]. 600% plus. Leaps in strong thematics and chill. Only @TFLabofficial"
X Link 2026-01-27T18:26Z [----] followers, [---] engagements
"We agree. @TFLabofficial is long $CORZ call options. Buyout coming soon. You guys remember when $CRWV wanted to acquire $CORZ for $9Billion or roughly $20.40 per share Do you also remember when $NVDA just invested $2Billion more in $CRWV this week $CRWV just got the extra $2Billion they need to acquire $CORZ for roughly $24-$25 a share in an You guys remember when $CRWV wanted to acquire $CORZ for $9Billion or roughly $20.40 per share Do you also remember when $NVDA just invested $2Billion more in $CRWV this week $CRWV just got the extra $2Billion they need to acquire $CORZ for roughly"
X Link 2026-01-27T22:24Z [----] followers, [----] engagements
"$ASML crushed it on bookings. - Rev: 9.7B vs est: 9.58B - Gross Margins: 52.2% vs est 52% - Net bookings: 13.2B vs est 7B Check the timeline been pounding the table about semicap longs $KLAC $AMAT $LRCX and the most moated of them all $ASML is Over 2x now in [--] months"
X Link 2026-01-28T06:36Z [----] followers, [----] engagements
"$TWST amazing earnings today. See you at [--] soon. $TWST having a day. Here is my thesis I gave to the team @TFLabofficial. First target [--]. This is a [---] stock by Jan next year. https://t.co/HCJZZSHQs0 $TWST having a day. Here is my thesis I gave to the team @TFLabofficial. First target [--]. This is a [---] stock by Jan next year. https://t.co/HCJZZSHQs0"
X Link 2026-02-02T15:34Z [----] followers, [---] engagements
"No better follow for $TWST than @peter_mantas we both have super high conviction this is a [--] plus stock. $TWST having a day. Here is my thesis I gave to the team @TFLabofficial. First target [--]. This is a [---] stock by Jan next year. https://t.co/HCJZZSHQs0 $TWST having a day. Here is my thesis I gave to the team @TFLabofficial. First target [--]. This is a [---] stock by Jan next year. https://t.co/HCJZZSHQs0"
X Link 2026-02-02T19:09Z [----] followers, [----] engagements
"Wow $TER crushed it time to get @Citrini7 bull case target. No matter who wins ai and robotics the equipment makers win. Wow $TER what an earnings move. Another idea from the great @Citrini7 was 90s when he wrote it up. The team @TFLabofficial been rolling up and out with call leaps from flows we track and still have common. https://t.co/KIVchb77gz Wow $TER what an earnings move. Another idea from the great @Citrini7 was 90s when he wrote it up. The team @TFLabofficial been rolling up and out with call leaps from flows we track and still have common. https://t.co/KIVchb77gz"
X Link 2026-02-02T21:39Z [----] followers, [----] engagements
"@Citrini7 $WDC has to sell some $SNDK soon. Jpm probably part of that deal is my guess"
X Link 2026-02-02T22:14Z [----] followers, [----] engagements
"$INTC boom only @TFLabofficial SOFTBANK CORP INTEL SIGN PACT ON NEXT-GEN MEMORY TECHNOLOGY Massive news for $INTC. Good thing we got back in calls today. Also added common [-----] afterhours. Only @TFLabofficial https://t.co/1QQuxQQ1Bh Massive news for $INTC. Good thing we got back in calls today. Also added common [-----] afterhours. Only @TFLabofficial https://t.co/1QQuxQQ1Bh"
X Link 2026-02-03T01:25Z [----] followers, [---] engagements
"$HYPE. During the crypto liquidation your team bought the best crypto that prints cash and is fully aligned with customers and token holders right Plus 30% gain and counting. Hyperliquid. $HYPE Hyperliquid. Best performer during this weekend crypto rug pull. Plus 10% from dip buys https://t.co/UUOmRWISd1 $HYPE Hyperliquid. Best performer during this weekend crypto rug pull. Plus 10% from dip buys https://t.co/UUOmRWISd1"
X Link 2026-02-03T02:23Z [----] followers, [---] engagements
"Crazy work in @TFLabofficial today. Thank you again @Citadel you remembered to turn off $googl odte. But you forget $AVGO Amazing work by @GranderTheGreat in @TFLabofficial today. Took $AVGO both ways like Charlies sheen for 5x. Runners on the calls are 30x for afterhours execution for the people that held some. We had noted AVGO would be up minimum [--] on $googl and its up [--] plus. Thank you https://t.co/x21GEQ8eXM Amazing work by @GranderTheGreat in @TFLabofficial today. Took $AVGO both ways like Charlies sheen for 5x. Runners on the calls are 30x for afterhours execution for the people that"
X Link 2026-02-04T21:28Z [----] followers, [----] engagements
"@saadmjamal @TFLabofficial @Citadel Yep posted before correction. Exit was 331"
X Link 2026-02-04T21:52Z [----] followers, [--] engagements
"@saadmjamal @TFLabofficial @Citadel Great stuff brother"
X Link 2026-02-04T21:53Z [----] followers, [--] engagements
"During a massive AI capex boom that is sucking up all the capital you cannot nominate a new fed chair that wants to shrink the balance sheet. the market will keep selling till this is liquidity shock is resolved. @realDonaldTrump can still submit @RickRieder to the senate as Warsh is not official yet. I hear Kevin Warsh loves red light therapy. @Not_KevinWarsh https://t.co/QWy4O7phyn I hear Kevin Warsh loves red light therapy. @Not_KevinWarsh https://t.co/QWy4O7phyn"
X Link 2026-02-06T01:09Z [----] followers, [---] engagements
"Was discussing $ETH crypto btfd over the weekend with the great @redbadbear. Mapped out massive ETH loan liquidations sub [----] that would give us a great risk reward BTFD liquidation in the 1700s. Well the rest is history. Plus 14% on $SOL and 10% on $ETH. Only @TFLabofficial"
X Link 2026-02-06T01:58Z [----] followers, [----] engagements
"@TMTLongShort $TWST at 70"
X Link 2026-02-06T06:45Z [----] followers, [---] engagements
"Going to need to up my end of year $TWST targets. We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW"
X Link 2026-02-06T06:46Z [----] followers, [---] engagements
"@jukan05 Now this sounds correct. Didnt believe the semi analysis report at all. NVDA needs will get memory from all 3"
X Link 2026-02-09T02:23Z [----] followers, [----] engagements
"While the US listed AI names consolidate and correct. I recently purchased the best in class Luxury Bidet manufacturer in Japan. TOTO LTD. $5332. Not only can they clean your A__ this company is so good at ultra clean its tech is essential in making HBM"
X Link 2026-02-05T05:40Z [----] followers, [----] engagements
"Also I expect Japan arm up big time with recent China aggression playing a big role in this landslide. So Asian defense stocks probably best way to play this. $WDAF Takaichi Snap Elections: LDP wins [---] seats: supermajority what makes a garden variety post-election risk-on move go vertical at open Credit: @acrossthespread We are bullish Japan and TOTO $5332 Takaichi Snap Elections: LDP wins [---] seats: supermajority what makes a garden variety post-election risk-on move go vertical at open Credit: @acrossthespread We are bullish Japan and TOTO $5332"
X Link 2026-02-08T18:47Z [----] followers, [---] engagements
"In addition to catching the swing lows on $NVDA. The team loaded $TSM and $AVGO calls last week. thank you again Ai bears for pushing the AI winners lower so we could get some bargains. Only @TFLabofficial Thank you to all the $NVDA bears for such a great entry. Time to climb the wall of Burry. Thank you to all the $NVDA bears for such a great entry. Time to climb the wall of Burry"
X Link 2026-02-09T16:23Z [----] followers, [---] engagements
"Got a nice $ASTS trade from this MSCI announcement at [--]. Rip ASTS shorts you now have a big passive bid to deal with. It will be the most bought stock for the index. Largest adds $ASTS $COHR $$FTAI. Changes take place Feb 27th https://www.msci.com/indexes/index-resources/index-review https://www.msci.com/indexes/index-resources/index-review"
X Link 2026-02-11T01:31Z [----] followers, [---] engagements
"Hey @Cboe @Citadel @VirtuFinancial @jumptrading can we please get some higher strikes on $ACMR. This thing is going to [---]. Insane earnings and most undervalued semicap stock there is. Great post. The team @TFLabofficial is long $ACMR from the 30s. Target π― [--] Great post. The team @TFLabofficial is long $ACMR from the 30s. Target π― 90"
X Link 2026-02-02T19:30Z [----] followers, [----] engagements
"$ACMR best way to play China semis in the US market. πHONG KONG SEMICONDUCTOR STOCKS CONTINUE RISING GIGADEVICE UP OVER 9.5% #CHINA #TECH (https://t.co/LRhL20r1Di) πHONG KONG SEMICONDUCTOR STOCKS CONTINUE RISING GIGADEVICE UP OVER 9.5% #CHINA #TECH (https://t.co/LRhL20r1Di)"
X Link 2026-02-09T02:28Z [----] followers, [----] engagements
"We gonna need to those higher strikes soon on $ACMR. Want a move and huge winner for us. From 30s to [--] already. Target [---] Hey @Cboe @Citadel @VirtuFinancial @jumptrading can we please get some higher strikes on $ACMR. This thing is going to [---]. Insane earnings and most undervalued semicap stock there is. Hey @Cboe @Citadel @VirtuFinancial @jumptrading can we please get some higher strikes on $ACMR. This thing is going to [---]. Insane earnings and most undervalued semicap stock there is"
X Link 2026-02-11T16:00Z [----] followers, [---] engagements
"We are massively long $ACMR China's CXMT and YMTC to massively expand memory output amid global crunch Supply constraints offer chipmakers chance to close gap with rivals Samsung SK Hynix and Micron https://t.co/vY7mBAeIxh https://t.co/C1WCNWrwbr China's CXMT and YMTC to massively expand memory output amid global crunch Supply constraints offer chipmakers chance to close gap with rivals Samsung SK Hynix and Micron https://t.co/vY7mBAeIxh https://t.co/C1WCNWrwbr"
X Link 2026-02-08T21:24Z [----] followers, [----] engagements
"Great read. @TheValueist remember we talked a year ago about how the first $NVDA Blackwell models would be better than humans specific tasks AGI lite. OAI [---] codex on GB200 β
. Cant wait to see GB300 runs this year. Then Rubin clusters will be very clear AGI. Feynman will be ASI. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T00:45Z [----] followers, [----] engagements
"Insane move on $AEHR. We recently added more on the correction last week. Was really nice to see the great @zephyr_z9 writing about it in a @Citrini7 article [--] weeks ago. Remember no matter who wins AI semicap companies win. The team @TFLabofficial has been buying semi cap stocks since the local lows last year. $ASML $KLAC $LRCX $AMAT $TER. We recently added $AEHR. Based on how these traded since the first they should continue to outperform https://t.co/RH181NbLnC The team @TFLabofficial has been buying semi cap stocks since the local lows last year. $ASML $KLAC $LRCX $AMAT $TER. We recently"
X Link 2026-02-11T16:29Z [----] followers, [---] engagements
"Dont sleep on $VNET. The $NET of China. Breaking out. Crazy undervalued. Targets. [--] the [----] then [--]. We are long common March calls and leaps. Only @tfl"
X Link 2026-02-11T16:38Z [----] followers, [---] engagements
"500% on $VNET. Started rolling to 14c for may"
X Link 2026-02-11T18:45Z [----] followers, [---] engagements
"@Mike10947310 I just keep adding on to it. Im serious [---] is minimum target for this. Feels like $SNDK when it was [---] and people who didnt buy it at [--] were saying it was too high. Meanwhile I kept adding. Doing the same with this one"
X Link 2026-02-12T02:06Z [----] followers, [---] engagements
"Longed some $CHRW on this dip. Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines. https://t.co/e9hBmxX5cr Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines. https://t.co/e9hBmxX5cr"
X Link 2026-02-12T18:28Z [----] followers, [---] engagements
"Wow $CHRW we did call options 2.5x and counting in [--] minutes. With two months to go. make them free. Ride some profits. And definitely follow @TheStalwart him and @tracyalloway have the best financial podcast. Longed some $CHRW on this dip. Longed some $CHRW on this dip"
X Link 2026-02-12T18:42Z [----] followers, [---] engagements
"@TheValueist Love $KLAC it is the best run semicap"
X Link 2025-10-24T14:37Z [----] followers, [---] engagements
"$BE one we I have been long and writing about @TFLabofficial how it was a no brainer ai energy winner since it traded 20s. We have been rolling up options ever since. Most recent trade was 115c-140c call vertical spreads for November. Halloween week nothing but Treats so far"
X Link 2025-10-28T22:42Z [----] followers, [---] engagements
"Just want to thank all the zoomers that convinced their boomer parents on thanksgiving to give them more money to spend on magic internet money. The team at @TFLabofficial anticipated the fresh influx of cash for crypto and went long $COIN $CRCL $MSTR and $HYPE (hyperliquid)"
X Link 2025-11-28T15:09Z [----] followers, [---] engagements
"This was amazing. I never miss a podcast with The great @GavinSBaker. New positions we have on since last week Long Spacex via $SATS calls. Also long $RDW should rip off the data center in space narrative. Yes I know its a shitco but those tend to move the most on a new narrative. Thanks @pennycheck for putting on the radar. This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models -"
X Link 2025-12-09T17:31Z [----] followers, [----] engagements
"This $WRBY flows by one the best options professionals in the game @redbadbear he rarely notes flows but when he does omg. These are almost 50x. Crazy alpha at TFL This is one thing that TFL does better than anyone else. $WRBY with a sneaky last minute flow on Friday. Starting Monday morning off with a 5x. h/t @redbadbear https://t.co/zv7B6HI94Q This is one thing that TFL does better than anyone else. $WRBY with a sneaky last minute flow on Friday. Starting Monday morning off with a 5x. h/t @redbadbear https://t.co/zv7B6HI94Q"
X Link 2025-12-10T20:46Z [----] followers, [----] engagements
"$ORCL We called the denial in advance. Great work with layers of calls by @GranderTheGreat only at @TFLabofficial ORCL - ORACLE: THERE HAVE BEEN NO DELAYS TO ANY SITES REQUIRED TO MEET OUR CONTRACTUAL COMMITMENTS ALL MILESTONES REMAIN ON TRACK"
X Link 2025-12-12T18:21Z [----] followers, [---] engagements
"The memory super cycle was the best and easiest trade of the year. What a gift. $MU $SNDK SK HYNIX (long via HY9H on Interactive brokers) Samsung and SK Hynix memory units are projected to post 63%67% gross margins in Q4 [----] topping TSMCs guided 59%61% range for the first time in years per Koreas Hankyung. https://t.co/Zz6YrhG1tL Samsung and SK Hynix memory units are projected to post 63%67% gross margins in Q4 [----] topping TSMCs guided 59%61% range for the first time in years per Koreas Hankyung. https://t.co/Zz6YrhG1tL"
X Link 2025-12-24T16:54Z [----] followers, [----] engagements
"Copper parabolic next please. $FCX Lord help us #Copper https://t.co/aUgDCBzgsj Lord help us #Copper https://t.co/aUgDCBzgsj"
X Link 2025-12-28T16:55Z [----] followers, [----] engagements
"The team @TFLabofficial has been buying semi cap stocks since the local lows last year. $ASML $KLAC $LRCX $AMAT $TER. We recently added $AEHR. Based on how these traded since the first they should continue to outperform"
X Link 2026-01-05T17:19Z [----] followers, [----] engagements
"$ZETA grandslams on calls and huge gain on common swing. Only @TFLabofficial $ZETA announced a partnership with OpenAI at CES to power Athena its AI marketing agent for enterprises. OpenAI models will run the conversational + agent workflows (Insights and Advisor) and Zeta gets early access to new models/features. Company guides a broader Athena https://t.co/sgi9zFM26X $ZETA announced a partnership with OpenAI at CES to power Athena its AI marketing agent for enterprises. OpenAI models will run the conversational + agent workflows (Insights and Advisor) and Zeta gets early access to new"
X Link 2026-01-05T21:28Z [----] followers, [---] engagements
"Excellent spaces with @pennycheck interviewing @infleqtion $CCCX https://x.com/i/spaces/1OyKAjgMlDyGb https://x.com/i/spaces/1OyKAjgMlDyGb"
X Link 2026-01-06T00:35Z [----] followers, [---] engagements
"$MSTR saved by MSCI. Key level is [---]. Swinging some long at 165"
X Link 2026-01-06T21:54Z [----] followers, [----] engagements
"$MBLY booming thank you @sp_traderX. We saw multiple lines of sweeps on [--] separate days. Crazy move. This robotics acquisition is very bullish. First Target 14"
X Link 2026-01-06T22:04Z [----] followers, [---] engagements
"$MSTR Over [---] :) $MSTR saved by MSCI. Key level is [---]. Swinging some long at [---]. https://t.co/vUeUBySgYs $MSTR saved by MSCI. Key level is [---]. Swinging some long at [---]. https://t.co/vUeUBySgYs"
X Link 2026-01-07T00:25Z [----] followers, [---] engagements
"Omg. How did Congressman Chip Roy manage to lose -59% in 2025"
X Link 2026-01-08T04:12Z [----] followers, [---] engagements
"@ConnorJBates_ Good list. Would add $KRKNF to defense/drones/robotics. Still riding [--] bagger so far. Was and still is best way to play the Anduril ipo for retail. Should hit 10-15 by then also likely nasdaq listing soon for a bonus catalyst. KRKNF is the US Listed version. We have been in this since .59 IYKYK I think it goes [---] soon then [--] KRKNF is the US Listed version. We have been in this since .59 IYKYK I think it goes [---] soon then 2"
X Link 2026-01-11T19:15Z [----] followers, [---] engagements
"$FCX ripping in [--] hour. Copper parabolic next please. $FCX Copper parabolic next please. $FCX"
X Link 2026-01-12T01:23Z [----] followers, [---] engagements
"$SATS the best way to be long spacex if you cant get SpaceX private shares into the IPO. With all the news coverage and admin pumping startlink. $SATS imo is 150-175 by the time SpaceX IPOs. Our calls are grandslams. Also $RDW calls are all 200% plus since this with time. This was amazing. I never miss a podcast with The great @GavinSBaker. New positions we have on since last week Long Spacex via $SATS calls. Also long $RDW should rip off the data center in space narrative. Yes I know its a shitco but those tend to move the most on a new This was amazing. I never miss a podcast with The great"
X Link 2026-01-12T01:54Z [----] followers, [----] engagements
"$TSM NYT reports the U.S. is nearing a trade deal with Taiwan that would cut tariffs on Taiwan exports to 15% and includes TSMC commitments to build at least five additional semiconductor facilities in Arizona. Deal terms are still being finalized. $30000000 in $TSM $315 calls bot on Friday stuck in OI and today we get Taiwan news. Follow the flow π https://t.co/zFF73Ri6Hs $30000000 in $TSM $315 calls bot on Friday stuck in OI and today we get Taiwan news. Follow the flow π https://t.co/zFF73Ri6Hs"
X Link 2026-01-12T17:23Z [----] followers, [---] engagements
"$BABA sick move today. The team had 160c and also @jcroberts57 nailed some 155c. Next target [---] [---] [---]. Only @TFLabofficial"
X Link 2026-01-12T18:36Z [----] followers, [---] engagements
"Crypto on fire. We added more $MSTR at [---] this week. Added $HOOD and $COIN this am on the dip and have some $RIOT calls. Lets go. $MSTR saved by MSCI. Key level is [---]. Swinging some long at [---]. https://t.co/vUeUBySgYs $MSTR saved by MSCI. Key level is [---]. Swinging some long at [---]. https://t.co/vUeUBySgYs"
X Link 2026-01-13T22:54Z [----] followers, [---] engagements
"Lets go the team @TFLabofficial is long $BABA been riding since [---]. first target hit today. Now [---] in the overnight. [---] the [---] next π― Alibaba will hold a launch event at 10:00 a.m. China time on Thursday the 15th to announce the release of the Qwen app showcasing how AI will usher in an era of smarter work and task execution. $BABA https://t.co/eBky3kuVYs Alibaba will hold a launch event at 10:00 a.m. China time on Thursday the 15th to announce the release of the Qwen app showcasing how AI will usher in an era of smarter work and task execution. $BABA https://t.co/eBky3kuVYs"
X Link 2026-01-14T05:00Z [----] followers, [---] engagements
"This $ASML video took the entire team at Branch Education [--] months to make. Its absolutely epic @ASMLcompany https://youtu.be/B2482h_TNwgsi=YJOw20BoBus7KWJp https://youtu.be/B2482h_TNwgsi=YJOw20BoBus7KWJp"
X Link 2026-01-14T05:54Z [----] followers, [---] engagements
"Just like that futures puts printed locked some in. $ES $SPX $SPY Whole team btfd after the $NVDA headline dropped the market. Absolutely minted on options futures and $SPX with some 5x called into the close. Only @TFLabofficial. Also called ES futures puts at the close at [----] resistance for Monday :) https://t.co/0LPqaGDozE Whole team btfd after the $NVDA headline dropped the market. Absolutely minted on options futures and $SPX with some 5x called into the close. Only @TFLabofficial. Also called ES futures puts at the close at [----] resistance for Monday :) https://t.co/0LPqaGDozE"
X Link 2026-01-14T21:56Z [----] followers, [---] engagements
"$SATS calls the layup of the year since SpaceX ipo plans were released. We keep rolling them higher. Even the full regard ones worked. Only @TFLabofficial This was amazing. I never miss a podcast with The great @GavinSBaker. New positions we have on since last week Long Spacex via $SATS calls. Also long $RDW should rip off the data center in space narrative. Yes I know its a shitco but those tend to move the most on a new This was amazing. I never miss a podcast with The great @GavinSBaker. New positions we have on since last week Long Spacex via $SATS calls. Also long $RDW should rip off the"
X Link 2026-01-15T00:35Z [----] followers, [---] engagements
"Our Semi-cap overweight basket is absolutely minting who knew $TSM would double capex. Demand is absolutely insane. $ASML $KLAC $LRCX $AMAT $TER $AEHR. The team @TFLabofficial has been buying semi cap stocks since the local lows last year. $ASML $KLAC $LRCX $AMAT $TER. We recently added $AEHR. Based on how these traded since the first they should continue to outperform https://t.co/RH181NbLnC The team @TFLabofficial has been buying semi cap stocks since the local lows last year. $ASML $KLAC $LRCX $AMAT $TER. We recently added $AEHR. Based on how these traded since the first they should"
X Link 2026-01-15T17:00Z [----] followers, [---] engagements
"One of the biggest long term port winners $KLAC @TheValueist Love $KLAC it is the best run semicap @TheValueist Love $KLAC it is the best run semicap"
X Link 2026-01-15T18:43Z [----] followers, [---] engagements
"AI bubble. Boys Down bad lol. Credit @BitcoinAIGuy"
X Link 2026-01-16T21:47Z [----] followers, [---] engagements
"@Yeah_Dave Well done. Also best way to get a correction is to post YTD gains"
X Link 2026-01-16T23:59Z [----] followers, [---] engagements
"@jukan05 Its 350B now. Multiple expansion with ADR takes us to 500B this year. By [----] for 1T is possible"
X Link 2026-01-17T22:06Z [----] followers, [---] engagements
"Insane YTD gains. Trump bragging about ATH. Long weekend. Got some hedges @TFLabofficial does"
X Link 2026-01-19T02:53Z [----] followers, [---] engagements
"Future Winner of the 1M creator prize @nikitabier Also dont just bookmark this and procrastinate on reading it later. Just read it now. As its excellent. https://t.co/FGLYHaRhRq https://t.co/FGLYHaRhRq"
X Link 2026-01-20T04:41Z [----] followers, [---] engagements
"Want to give a shout out to team ember @JordanTrades23 for putting $SNDK on our radar with our first trade in it at 40s now over 1200% higher at [---]. That sparked the Memory super-cycle thesis @TFLabofficial. Finding these monster stocks early can be life changing and this team does it consistently https://twitter.com/i/web/status/2014150930418016613 https://twitter.com/i/web/status/2014150930418016613"
X Link 2026-01-22T01:39Z [----] followers, [--] engagements
"Want to give a shout out to team member @JordanTrades23 for putting $SNDK on our radar with our first trade in it at 40s now over 1200% higher at [---]. That sparked the Memory super-cycle thesis @TFLabofficial. Finding these monster stocks early can be life changing and this team does it consistently https://twitter.com/i/web/status/2014152144220258482 https://twitter.com/i/web/status/2014152144220258482"
X Link 2026-01-22T01:44Z [----] followers, [---] engagements
"Vibe after the whole team bought the Greenland correction lows when the trump truth hits walking back the tough talk as predicted. Only @TFLabofficial"
X Link 2026-01-22T01:47Z [----] followers, [---] engagements
"Absolutely murdered today with the team. Our rebuys of the space basket names $ASTI $RDW and $VELO. Went nuts also sized $TSLA at [---] and $ARM 115c for 400%. Only @TFLabofficial"
X Link 2026-01-22T21:37Z [----] followers, [----] engagements
"$INTC. Terrible execution by management revealed in this Q numbers. Knowing when to sell is almost as important as the buy point. Took profits post earnings [--] plus and exited almost all calls before the print as we were over my target. The team Had layers $INTC going into today. Made the latest layers free. Still looking for [--] plus by summer. https://t.co/GznCdBXjup The team Had layers $INTC going into today. Made the latest layers free. Still looking for [--] plus by summer. https://t.co/GznCdBXjup"
X Link 2026-01-22T22:57Z [----] followers, [----] engagements
"Best thing we did last night was dump our $INTC at [--] plus and load $TSM which unlike INTC is executing flawlessly $INTC. Terrible execution by management revealed in this Q numbers. Knowing when to sell is almost as important as the buy point. Took profits post earnings [--] plus and exited almost all calls before the print as we were over my target. https://t.co/X3h4eTyW8y $INTC. Terrible execution by management revealed in this Q numbers. Knowing when to sell is almost as important as the buy point. Took profits post earnings [--] plus and exited almost all calls before the print as we were"
X Link 2026-01-23T18:43Z [----] followers, [---] engagements
"The team @TFLabofficial agrees with you. This past week we bet No for Warsh and Yes for the great @RickRieder. On @Kalshi Reason [--] of [--] why our friend @RickRieder is far and away the best candidate for @federalreserve chair. Dear @SecScottBessent and @POTUS please do the right thing for the American people. Reason [--] of [--] why our friend @RickRieder is far and away the best candidate for @federalreserve chair. Dear @SecScottBessent and @POTUS please do the right thing for the American people"
X Link 2026-01-24T18:26Z [----] followers, [----] engagements
"Some nice 10x plus $SLV puts called by several team members to end the day. Silver. That is what blow offs look like $SLV. We are long SLV puts. Did some futures short too but covered to early. Would be up 20k plus per contract. @TFLabofficial https://t.co/KYnoTEaipI Silver. That is what blow offs look like $SLV. We are long SLV puts. Did some futures short too but covered to early. Would be up 20k plus per contract. @TFLabofficial https://t.co/KYnoTEaipI"
X Link 2026-01-26T21:12Z [----] followers, [----] engagements
"There is an edge we have @TFLabofficial where metals silver SI gold GC $SLV $GLD longs work exceptionally well at certain time of day in Globex under certain conditions. Silver futures went [--] points in [--] minutes. Insane"
X Link 2026-01-27T01:24Z [----] followers, [---] engagements
"@mingfang1979 Can you expand on Asia Vital and Blackwell delay"
X Link 2025-01-10T03:50Z [----] followers, [--] engagements
"$NFLX IS ACTIVELY EXPLORING BID FOR $WBD WARNER BROS DISCOVERY SOURCES SAY Another banger 800% only @TFLabofficial"
X Link 2025-10-30T22:56Z [----] followers, [----] engagements
"Crab market identified early this am. The team @TFLabofficial has been fading edges on the index and keeping the cash flow going"
X Link 2025-11-11T17:20Z [----] followers, [---] engagements
"Crab market on indexes till $NVDA reports next week. @TFLabofficial still fading the edges. Also dont forget 13-F released by Friday. Gonna be some big moves from those. Especially from the goat @standuquesne we been playing his $TEVA from [--]. We think it has more upside. Crab market identified early this am. The team @TFLabofficial has been fading edges on the index and keeping the cash flow going. https://t.co/ChUVsGAQTG Crab market identified early this am. The team @TFLabofficial has been fading edges on the index and keeping the cash flow going. https://t.co/ChUVsGAQTG"
X Link 2025-11-12T16:41Z [----] followers, [---] engagements
"Great post. The team @TFLabofficial is long $ACMR from the 30s. Target π― [--] On $ACMR Ive been leaning towards looking at the investment thesis without really considering the ACM Shanghai valuation disconnect. The Shanghai company will continue to perform and grow on their own for the next few years. $ACMR owns over 70% of it theyre unlikely to sell On $ACMR Ive been leaning towards looking at the investment thesis without really considering the ACM Shanghai valuation disconnect. The Shanghai company will continue to perform and grow on their own for the next few years. $ACMR owns over 70% of"
X Link 2026-01-02T15:49Z [----] followers, [---] engagements
"Whole team btfd after the $NVDA headline dropped the market. Absolutely minted on options futures and $SPX with some 5x called into the close. Only @TFLabofficial. Also called ES futures puts at the close at [----] resistance for Monday :)"
X Link 2026-01-14T21:40Z [----] followers, [----] engagements
"@PauloMacro Great work. We longed $EQT options before the move in Natgas. I wish I had the stones to swing Natgas futures"
X Link 2026-01-22T06:10Z [----] followers, [---] engagements
"BREAKING: SpaceX is set to hire Bank of America Goldman Sachs JPMorgan and Morgan Stanley to lead its IPO in [----] per FT. $SATS to [---] then [---] Lets go. Disclosure: we have SATS call options since the 80s. Only @TFLabofficial"
X Link 2026-01-23T00:02Z [----] followers, [----] engagements
"Long $ALM Almonty Industries aka the Tungsten kings Im 50% Tungsten 50% Greenland Im 50% Tungsten 50% Greenland"
X Link 2026-01-24T20:23Z [----] followers, [----] engagements
"These are over 48x. 4700% now. I had to leave desk so I sold early and have bags of March puts. But tons of the team kept for afterhours execution. Nothing better than catching a blow off top with puts. Some nice 10x plus $SLV puts called by several team members to end the day. https://t.co/65GFPrlsNS Some nice 10x plus $SLV puts called by several team members to end the day. https://t.co/65GFPrlsNS"
X Link 2026-01-26T21:37Z [----] followers, [---] engagements
"$STX [---] plus now. Dont fade the memory and storage super-cycle. Only @TFLabofficial Memory storage super cycle the layup of the year. @TFLabofficial also added $STX to our basket a few weeks ago. Target [---] on that Memory storage super cycle the layup of the year. @TFLabofficial also added $STX to our basket a few weeks ago. Target [---] on that"
X Link 2026-01-27T22:15Z [----] followers, [---] engagements
"Its copper time all time high. The team at @TFLabofficial has long HG futures call verticals that will pay out 5x if copper hits [--] in [--] months also $FCX calls and common"
X Link 2026-01-29T03:05Z [----] followers, [----] engagements
"Market not going to be happy with Kevin Warsh. We shorted the news @TFLabofficial"
X Link 2026-01-30T01:45Z [----] followers, [----] engagements
"To explain more. Warsh is perceived by the market has a hawk. If market expects a hawk like Warsh has been in the past and also made countless bad policy calls. Then I press the sell button immediately on the news for a quick trade. However once the initial fear and sell is over I will btfd as Im pretty certain warsh will not be a hawk under trump and he will have to walk back all his hawkish statements from the past [--] years. What is you take https://twitter.com/i/web/status/2017078385172734108 https://twitter.com/i/web/status/2017078385172734108"
X Link 2026-01-30T03:32Z [----] followers, [--] engagements
"Crazy work by @eliant_capital on metals short last night $GLD $SLV been down only since we were chatting about Warsh odds spiked last night. Got some amazing futures trades from it. SI futures were [---] at the time now [--]. Thats 60k per silver futures contract. Unreal"
X Link 2026-01-30T16:47Z [----] followers, [----] engagements
"Very long $WHR from 66s tailing Tepper yesterday. swing first target π― [--]. Nice thesis below. Never posted about it on here but $WHR has been a BAG in one of my kids RESPs for [--] years now. It is hilarious the degenerate amount of capital Tepper put into this thing and it is most definitely his expression of a leveraged housing volume play. With that level of leverage Never posted about it on here but $WHR has been a BAG in one of my kids RESPs for [--] years now. It is hilarious the degenerate amount of capital Tepper put into this thing and it is most definitely his expression of a leveraged"
X Link 2025-11-14T17:27Z [----] followers, [----] engagements
"We came into Friday with a plan to hedge the typical the end of month 401k buying end of day pop and take more profit on longs and raise cash. Looks like that was a great idea with the regime change at the fed and IRAN getting spicy. Bonus was SNDK ODTE window dressing long into the close. Options went 100x https://twitter.com/i/web/status/2017652315855941700 https://twitter.com/i/web/status/2017652315855941700"
X Link 2026-01-31T17:32Z [----] followers, [----] engagements
"$HYPE Hyperliquid. Best performer during this weekend crypto rug pull. Plus 10% from dip buys"
X Link 2026-01-31T19:08Z [----] followers, [----] engagements
"$HYPE almost green. 15% and counting from dip buy. $HYPE Hyperliquid. Best performer during this weekend crypto rug pull. Plus 10% from dip buys https://t.co/UUOmRWISd1 $HYPE Hyperliquid. Best performer during this weekend crypto rug pull. Plus 10% from dip buys https://t.co/UUOmRWISd1"
X Link 2026-01-31T23:56Z [----] followers, [---] engagements
"I hear Kevin Warsh loves red light therapy. @Not_KevinWarsh"
X Link 2026-02-02T04:48Z [----] followers, [---] engagements
"$NVDA We played the scam dump as we knew some BS headline was coming and longed it back 184s. Thank you @Reuters your quickly heading towards as much credibility at the mis-information @firstadopter unbelievable how many negative $NVDA headlines they manage to make up using headline voodoo from old news. Full article mentions cerebres is the alternative lmfao. They couldnt even ipo that stinker in an AI boom. Any our team @TFLabofficial anticipated the headline and played https://t.co/rxno1FwqeQ @firstadopter unbelievable how many negative $NVDA headlines they manage to make up using headline"
X Link 2026-02-02T22:34Z [----] followers, [---] engagements
"Great $DQ write up. Solar super cycle Post up on my highest conviction holding Daqo New Energy $DQ been a frustrating ride but inflection is here I believe: Supply side (China anti-involution) demand sentiment uplift with Trump impact on solar credits less than feared $TAN $JKS $RUN $SEDG https://t.co/o0Jdcr8OaZ Post up on my highest conviction holding Daqo New Energy $DQ been a frustrating ride but inflection is here I believe: Supply side (China anti-involution) demand sentiment uplift with Trump impact on solar credits less than feared $TAN $JKS $RUN $SEDG https://t.co/o0Jdcr8OaZ"
X Link 2025-11-10T22:22Z [----] followers, [---] engagements
"Im long $DQ both calls and common from [--] :)"
X Link 2025-11-10T22:27Z [----] followers, [---] engagements
"@chamath Time to bring this public via $AEXA"
X Link 2025-12-10T14:18Z [----] followers, [---] engagements
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