LunarCrush LLM | creator/twitter::1220530978617274368/posts

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[@MatthewLucas07](/creator/twitter/MatthewLucas07)
"$AMKR - They continue to be mentioned by Jensen and other big names in the Semi space. I continue to add on any significant pullback $ENS - Batter/Power Solutions company in the USA. I'm very familiar with the battery business and it's a play on domestic supply chain (3/4)"  
[X Link](https://x.com/MatthewLucas07/status/1980321871251009675) [@MatthewLucas07](/creator/x/MatthewLucas07) 2025-10-20T17:15Z XXX followers, XXX engagements


"$GXO - In short they do logistics as a service with some of their biggest clients being Apple Nike Boeing. The back half of the year should be very exciting for them with new opportunities in the Aerospace & Defense potentially in the not so distant future"  
[X Link](https://x.com/MatthewLucas07/status/1980321873331400835) [@MatthewLucas07](/creator/x/MatthewLucas07) 2025-10-20T17:15Z XXX followers, XXX engagements


"$MTRN - Position Opened On Oct XX Forgot to mention that I re-entered this name during the market sell off. I previously owned it as a swing trade but with the rare earth theme not going away any time soon I felt it was a good time to buy and have it be a complement to $LEU"  
[X Link](https://x.com/MatthewLucas07/status/1978468326230651020) [@MatthewLucas07](/creator/x/MatthewLucas07) 2025-10-15T14:29Z XXX followers, XXX engagements


"I mentioned last week that I'm continuing to take profits in certain names so here's an update: I've closed a few positions: $RKLB $ENB.TO $NBIS $KITS.TO I've trimmed a few positions $LEU $ASTS I'll explain what I'm doing next: (1/4)"  
[X Link](https://x.com/MatthewLucas07/status/1980321867086066116) [@MatthewLucas07](/creator/x/MatthewLucas07) 2025-10-20T17:15Z XXX followers, XXX engagements


"I still like these names and I do plan to either add or get back in if prices come down but I'm a big believer in taking profits when things go up too much and too fast in such a short period of time. That being said this is where I've been allocating the money: (2/4)"  
[X Link](https://x.com/MatthewLucas07/status/1980321869162266641) [@MatthewLucas07](/creator/x/MatthewLucas07) 2025-10-20T17:15Z XXX followers, XX engagements


"Updated Portfolio - Oct XX 2025. Space: $ASTS Rare Earths & Energy $LEU $MTRN $ENS $CNQ.TO $CPX.TO $CEU.TO Semi's / AI / Automation / Crypto Treasuries $AMKR $PLAB $GXO $BMNR $GLXY Fintech $HOOD $SOFI Other Names $BN.TO $AIDX.TO $BB"  
[X Link](https://x.com/MatthewLucas07/status/1980327540091941347) [@MatthewLucas07](/creator/x/MatthewLucas07) 2025-10-20T17:37Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@MatthewLucas07 "$AMKR - They continue to be mentioned by Jensen and other big names in the Semi space. I continue to add on any significant pullback $ENS - Batter/Power Solutions company in the USA. I'm very familiar with the battery business and it's a play on domestic supply chain (3/4)"
X Link @MatthewLucas07 2025-10-20T17:15Z XXX followers, XXX engagements

"$GXO - In short they do logistics as a service with some of their biggest clients being Apple Nike Boeing. The back half of the year should be very exciting for them with new opportunities in the Aerospace & Defense potentially in the not so distant future"
X Link @MatthewLucas07 2025-10-20T17:15Z XXX followers, XXX engagements

"$MTRN - Position Opened On Oct XX Forgot to mention that I re-entered this name during the market sell off. I previously owned it as a swing trade but with the rare earth theme not going away any time soon I felt it was a good time to buy and have it be a complement to $LEU"
X Link @MatthewLucas07 2025-10-15T14:29Z XXX followers, XXX engagements

"I mentioned last week that I'm continuing to take profits in certain names so here's an update: I've closed a few positions: $RKLB $ENB.TO $NBIS $KITS.TO I've trimmed a few positions $LEU $ASTS I'll explain what I'm doing next: (1/4)"
X Link @MatthewLucas07 2025-10-20T17:15Z XXX followers, XXX engagements

"I still like these names and I do plan to either add or get back in if prices come down but I'm a big believer in taking profits when things go up too much and too fast in such a short period of time. That being said this is where I've been allocating the money: (2/4)"
X Link @MatthewLucas07 2025-10-20T17:15Z XXX followers, XX engagements

"Updated Portfolio - Oct XX 2025. Space: $ASTS Rare Earths & Energy $LEU $MTRN $ENS $CNQ.TO $CPX.TO $CEU.TO Semi's / AI / Automation / Crypto Treasuries $AMKR $PLAB $GXO $BMNR $GLXY Fintech $HOOD $SOFI Other Names $BN.TO $AIDX.TO $BB"
X Link @MatthewLucas07 2025-10-20T17:37Z XXX followers, XXX engagements