[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.] [@stocktalkweekly](/creator/twitter/stocktalkweekly) "THE NASDAQ-100 HAS OFFICIALLY BEEN REBALANCED $QQQ ADDED PALANTIR $PLTR MICROSTRATEGY $MSTR AXON ENTERPRISE $AXON REMOVED SUPER MICRO COMPUTER $SMCI MODERNA $MRNA ILLUMINA $ILMN"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1867737093574635687) 2024-12-14 01:03:18 UTC 322K followers, 192.5K engagements "*SUBJECT TO REGULATORY APPROVALS WE WILL HAVE AUTONOMOUS RIDE-HAILING FOR HALF THE POPULATION OF THE U.S. BY THE END OF THE YEAR - ELON MUSK ON TESLA EARNINGS CALL"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948134423372722626) 2025-07-23 21:33:35 UTC 322.1K followers, 31.3K engagements "*NIVIDA H20 STOCKPILE WILL NOT BE SUFFICIENT TO MEET CHINA'S ACCELERATING DEMAND FOR A.I. COMPUTE - JEFFERIES"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1949801885382181330) 2025-07-28 11:59:29 UTC 322.1K followers, 6363 engagements "If you could only hold one stock for the next XX years but it CAN'T be one of the Magnificent X which stock would you pick"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1934343918344429749) 2025-06-15 20:15:03 UTC 322.1K followers, 270.3K engagements "$CRSP Were you paying attention when I posted this last week"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1946204561552630026) 2025-07-18 13:45:00 UTC 322.1K followers, 24.3K engagements "@KirkSpano Thanks to $HOOD $NBIS $LEU $KTOS mostly"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1945591998762590704) 2025-07-16 21:10:54 UTC 322.1K followers, XXX engagements "*WHITE HOUSE ANNOUNCES "A.I. ACTION PLAN" TO PROMOTE RAPID BUILDOUT OF DATACENTERS -- PRESIDENT WILL TAKE MORE THAN XX FEDERAL POLICY ACTIONS TO REMOVE A.I. REGULATIONS"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948028345486041521) 2025-07-23 14:32:04 UTC 322.1K followers, 114.8K engagements "Top X stocks driving my performance this year with my cost-basis on common shares: Robinhood $HOOD - $XXXXX Centrus Energy $LEU - $XXXXX Nebius $NBIS - $XXXXX Kratos $KTOS - $XXXXX AST Spacemobile $ASTS - $XXXXX Cipher Mining $CIFR - $XXXX All completely different industries"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943835812505731129) 2025-07-12 00:52:27 UTC 322.1K followers, 46.6K engagements "Tag a furu below who preaches a lot but never shares their personal performance. Lets call out the charlatans"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1945136543502397773) 2025-07-15 15:01:05 UTC 322.1K followers, 95.3K engagements "*PAM BONDI TOLD PRESIDENT TRUMP IN MAY THAT HIS NAME WAS IN THE EPSTEIN FILES ACCORDING TO THE WALL STREET JOURNAL"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948100029090033993) 2025-07-23 19:16:55 UTC 322.1K followers, 28.7K engagements "*SAMSUNG SECURES $XXXX BILLION DEAL TO PRODUCE CHIPS FOR TESLA *SAMSUNG CONFIRMED THE DEAL WITH AN "UNIDENTIFIED CLIENT" -- BLOOMBERG SAYS THAT CLIENT IS TESLA"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1949660455917494591) 2025-07-28 02:37:30 UTC 322.1K followers, 36.4K engagements "KONTOOR BRANDS $KTB PT RAISED TO $XX AT BARCLAYS Kontoor Brands $KTB price-target to $XX (from $75) at Barclays while maintaining an 'Overweight' rating: "Management Meetings Key Takeaways. Overall the common thread between the two meetings was a positive tone and optimism on improving visibility into the macro and policy backdrop as well as continued confidence in each companies' respective playbook and opportunities. While there was certainly disruption industry-wide from on-and-off tariffs we believe both companies have been able to successfully navigate the environment thus far and based"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1924440419259097354) 2025-05-19 12:22:04 UTC 322.1K followers, 10.2K engagements "Warby Parker $WRBY now quietly +20% higher"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1947758180663972039) 2025-07-22 20:38:32 UTC 322.1K followers, 23.8K engagements "STRATEGY $MSTR price-target raised to $XXX at Cantor Fitzgerald. Analyst Brett Knoblauch says Saylor's Strategy is highly likely to be one of the largest companies in the world with X million Bitcoins worth $X million each: "MSTR created the segment and it has a Bitcoin stack that is unlikely to ever be matched by another entity. Assuming MSTR acquires $20bn worth of BTC a year this puts MSTR on track to reach 1m BTC in just over three years and that assumes BTC compounds at a XX% CAGR. The sheer size of MSTR's BTC stack combined with capital markets innovation makes MSTR a must-own name in"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1949798075230245067) 2025-07-28 11:44:21 UTC 322.1K followers, 8720 engagements "WALL ST. COMMENTS ON TESLA $TSLA EARNINGS PIPER SANDLER - 'OVERWEIGHT' - $XXX PT: "We remain Overweight following today's Q2 results. TSLA is indicated lower by X% in after-hours trading but we're not sure why (we would welcome any theories). Yes there's no "traditional" valuation support at this level but that was the case before the call. So what changed The financials were solid so that's not the issue. Perhaps people are misinterpreting Elon Musk's comment that a coming new product will look exactly like Model Y. We can see how that might be disappointing but in the context of FSD we"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948355475436695729) 2025-07-24 12:11:58 UTC 322.1K followers, 22.4K engagements "*UBER AND LUCID MOTORS ANNOUNCE NEXT-GEN ROBOTAXI PROGRAM EXCLUSIVELY FOR UBER PLATFORM -- UBER TO INVEST $300M $UBER $LCID"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1945824333768589708) 2025-07-17 12:34:07 UTC 322.1K followers, 281.6K engagements "Opened a position in Warby Parker $WRBY this morning. Daily chart consolidating nicely after the Google AI glasses partnership. Using 200-day as stop"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1928202082240119273) 2025-05-29 21:29:35 UTC 322.1K followers, 98.6K engagements "OSCAR HEALTH $OSCR downgraded to 'Neutral' (from Outperform) at Baird price-target slashed in half to $XX (from $28): "Given the recent pre-announced 2Q and 2025G revision (see here) we are increasingly cautious into 2026. While we like the management team track record of execution and long-term story the difficulty is a broader end-market issue with the ACA Exchange Marketplace rather than a company-specific operating issue. Due to the zero-sum nature of ACA risk adjustment and ACA risk adjustment being based on current year diagnoses there is significant complexity in projecting risk"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948716196703952976) 2025-07-25 12:05:21 UTC 322.1K followers, 14.8K engagements "If I gave you a million dollars to buy one stock after this six week sell-off what stock would it be and why"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1909357361963151592) 2025-04-07 21:27:23 UTC 322.1K followers, 219.1K engagements "*AST SPACEMOBILE $ASTS ANNOUNCES $500M CONVERTIBLE NOTES OFFERING"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948475060345602499) 2025-07-24 20:07:09 UTC 322.1K followers, 73K engagements "*PRESIDENT TRUMP: WE ARE NEARING TRADE DEAL WITH CHINA"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948736949260362213) 2025-07-25 13:27:49 UTC 322.1K followers, 51.1K engagements "I posted XX analyst report excerpts this morning on the following stocks: $CART $TSLA $NFLX $CYBR $RUN $FSLR $ARRY $KTB $SOLV $ASIX $SRAD $RXST $LZ Go check 'em out if any of those names interest you"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1924447545134125271) 2025-05-19 12:50:23 UTC 322K followers, 16.6K engagements "PSA: JPEGs of rocks are selling for hundreds of thousands of dollars again"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948524074373972046) 2025-07-24 23:21:55 UTC 322.1K followers, 25.9K engagements "GALAXY DIGITAL $GLXY initiated at 'Buy' at Jefferies with a $XX price-target: Analyst Jonathan Petersen calls it a dual-exposure to data-center theme and GENIUS Act with digital assets: "GLXY is uniquely positioned to capture upside from a more favorable regulatory backdrop for crypto and the growing demand for AI data centers. The CRWV lease at Helios was a transformational deal for GLXY requiring a reconsideration of the value of that site. Similarly the passage of the GENIUS Act provides favorable market structure for GLXY's Digital Assets business and re-rates its value. We initiate with"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1947989850377846989) 2025-07-23 11:59:06 UTC 322.1K followers, 21.4K engagements "*COMMERCE SECRETARY LUTNICK: H20 CHIP EXPORT CONTROLS TO CHINA WILL BE REMOVED AS CHINA SUPPLIES U.S. WITH RARE EARTH MAGNETS. PRESIDENT TRUMP HAS DECIDED CHINA CAN BUY H20 CHIPS IN A "BALANCED WAY""  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948005270484836831) 2025-07-23 13:00:23 UTC 322.1K followers, 18.3K engagements "$JOBY $10C now up +500% These arent weekly contracts. They expire in October"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1945922318905033174) 2025-07-17 19:03:28 UTC 322K followers, 16.6K engagements "*ANTHROPIC IN TALKS TO DOUBLE ITS VALUATION TO $XXX BILLION WITH INVESTMENT FROM MIDDLE EAST FUNDS"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948820436739129541) 2025-07-25 18:59:34 UTC 322.1K followers, 29.5K engagements "DRAFTKINGS $DKNG reiterated at 'Buy' at Mizuho with a $XX price-target. Analyst Jed Kelly says he is "pounding the table" that DraftKings has XX% upside after the deal to sell X% of FanDuel for $X billion. He is also positive on Boyd Gaming $BYD after the sale: "It is widely reported that BYD will sell its X% position in FanDuel for $2bn. This implies a $40bn mkt cap for FanDuel. DKNG which has similar market share in the United States has a current market cap of $21bn. We believe DKNG should be materially higher on this news (vs up X% as of this note). While we acknowledge there will always"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943647392831570406) 2025-07-11 12:23:44 UTC 322.1K followers, 14.5K engagements "Just saw headline this is full text: AST SpaceMobile Inc. (NASDAQ: ASTS) announced plans to offer $XXX million in convertible senior notes due 2032 through a private placement to qualified institutional buyers. The company also intends to grant initial purchasers an option to purchase up to an additional $XX million in notes within XX days of issuance. The notes will be senior unsecured obligations that accrue interest payable semiannually and mature on October XX 2032 unless converted redeemed or repurchased earlier. The notes will be convertible into cash shares of the company's Class A"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948475379888410947) 2025-07-24 20:08:26 UTC 322.1K followers, 4484 engagements "*ANTHROPIC CEO: AI COULD WIPE OUT HALF OF ALL ENTRY-LEVEL WHITE COLLAR JOBS AND SPIKE UNEMPLOYMENT TO 10-20% WITHIN THE NEXT FIVE YEARS. GOVERNMENTS AND COMPANIES NEED TO STOP SUGAR-COATING WHAT THEY KNOW IS COMING"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1927701640406081709) 2025-05-28 12:21:00 UTC 322.1K followers, 1.8M engagements "*GOOGLE $GOOGL EARNINGS EPS: $XXXX vs. $XXXX est. REVENUE: $96.4B vs. $93.7B est"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948111884441231373) 2025-07-23 20:04:02 UTC 322.1K followers, 23.6K engagements "*PRESIDENT TRUMP ANNOUNCES TRADE DEAL WITH JAPAN -- JAPAN WILL INVEST $XXX BILLION INTO UNITED STATES AND THEIR TARIFF RATE WILL BE REDUCED TO 15%"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1947798057703055810) 2025-07-22 23:16:59 UTC 322.1K followers, 68.5K engagements "This image of Trump and Powell wearing hard hats is so funny for some reason 😂"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948477506153025982) 2025-07-24 20:16:53 UTC 322.1K followers, 162.6K engagements "*TESLA IS NOT ALLOWED TO TEST OR TRANSPORT THE PUBLIC PAID OR UNPAID IN AN AUTONOMOUS VEHICLE WITH OR WITHOUT A DRIVER. TESLA WILL ONLY OFFER CHARTERED TRANSPORT FOR EMPLOYEES FRIENDS FAMILY AND SELECT PUBLIC GUESTS - CALIFORNIA TRANSPORTATION REGULATOR"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948827792873062535) 2025-07-25 19:28:47 UTC 322.1K followers, 186.3K engagements "Kratos $KTOS breaking out of a 25-YEAR price range with highest-ever volume & extreme thematic relevancy (drones autonomous weapons hypersonic/supersonic engines). I have been pounding table stock is +80% YTD & my 2027 leaps are up +250%. Not selling any. Wake me up at $100"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943654237625303064) 2025-07-11 12:50:56 UTC 322K followers, 54.2K engagements "Discussed Bitcoin Treasury name $SMLR with our members on our premarket call on Tuesday and posted this follow-up note last night. Stock is up +8% today and +20% over the past week"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943348602564141093) 2025-07-10 16:36:27 UTC 322.1K followers, 13.1K engagements "RIOT PLATFORMS $RIOT price-target raised to $XX (from $12) at Needham while maintaining a Buy rating. Analyst John Todaro says Riot's Corsicana site is one of the most attractive HPC sites in their universe of coverage: "We believe Riot's Corsicana site is one of the most attractive HPC sites in our universe. In recent checks with neo-cloud operators we learned that more than half of demand is for inference workloads (and growing) which mostly require sub 5ms rd trip latency to the nearest major city. Corsicana is the largest site in our universe that can support these workloads (1GW total;"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1934959162443682212) 2025-06-17 12:59:48 UTC 322.1K followers, 20.5K engagements "Currently $GSRT is trading at $XXXXX. The NAV (net asset value) of the SPAC is $XXXXX. That means your maximum risk is roughly -X% The merger target is a small modular reactor (SMR) company called 'Terra Innovatum' Other pre-revenue pure-plays on SMRs are currently trading at premium valuations: $SMR - $XX billion $OKLO - $XXX billion $NNE - $XXX billion The market cap at NAV for $GSRT is $XXX million. The images below show a commercialization comparison between Terra Innovatum and the various other SMR pure-plays. Also $GSRT ticker after merger completion will be $NKLR -- which for what its"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1928081206710542752) 2025-05-29 13:29:16 UTC 322.1K followers, 228.8K engagements "Year-to-date performance: +161.24% vs. +7.20% for S&P-500 Im at a loss for words. Biggest week of my investing career. Everything fired to the upside. X consecutive +9% days for the entire portfolio. $HOOD $CRSP $LEU $JOBY $KTOS $GENI $INDI $RIOT carrying the water this week"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1946222992540700890) 2025-07-18 14:58:15 UTC 322.1K followers, 34.6K engagements "HUNTINGTON INGALLS $HII upgraded to 'Buy' (from Hold) at TD Cowen with a $XXX price-target. Analyst Gautam Khanna says margin upside is sizable and upcoming catalysts are promising: "(1) Eventual Margin Upside Is Sizable - HII's shipbuilding margin troughed at XXX% in C24 dragged by post-COVID struggles (attrition low productivity cost overruns on fixed-price contracts) that are reminiscent of the post-Katrina nadir. HII mgmt asserts that 9-10% ship margin is realistic as COVID-impacted boats drop as a % of a mix. The margin bogey is plausible perhaps by C29 given HII's post Katrina history"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943281216926408907) 2025-07-10 12:08:41 UTC 322.1K followers, 13.1K engagements "$THCB pops +10% $THCBW have already been profitable but commons were hesitant to move due to poor social media & website. All the great plays in sympathy to EV are being found Get on board some of these plays early if you're not already making bank off this hype"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1331709956370952193) 2020-11-25 21:22:50 UTC 322.1K followers, XX engagements "*OPENAI PREPARING TO RELEASE 'CHAT GPT-5' IN EARLY AUGUST ACCORDING TO THE VERGE"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948414132438380876) 2025-07-24 16:05:03 UTC 322.1K followers, 16.3K engagements "$THCB pops +8% after tallying a strong day yesterday Alerted $THCB at $XX and we're now approach $XX - without a DA. Been trading $THCBW along the way. There is strong anticipation here because of $QS massive run ( at the time of the quoted tweet it was $KCAC )"  [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1341835853082058755) 2020-12-23 19:59:32 UTC 322.1K followers, XX 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.]
@stocktalkweekly
"THE NASDAQ-100 HAS OFFICIALLY BEEN REBALANCED $QQQ ADDED PALANTIR $PLTR MICROSTRATEGY $MSTR AXON ENTERPRISE $AXON REMOVED SUPER MICRO COMPUTER $SMCI MODERNA $MRNA ILLUMINA $ILMN" @stocktalkweekly on X 2024-12-14 01:03:18 UTC 322K followers, 192.5K engagements
"*SUBJECT TO REGULATORY APPROVALS WE WILL HAVE AUTONOMOUS RIDE-HAILING FOR HALF THE POPULATION OF THE U.S. BY THE END OF THE YEAR - ELON MUSK ON TESLA EARNINGS CALL" @stocktalkweekly on X 2025-07-23 21:33:35 UTC 322.1K followers, 31.3K engagements
"*NIVIDA H20 STOCKPILE WILL NOT BE SUFFICIENT TO MEET CHINA'S ACCELERATING DEMAND FOR A.I. COMPUTE - JEFFERIES" @stocktalkweekly on X 2025-07-28 11:59:29 UTC 322.1K followers, 6363 engagements
"If you could only hold one stock for the next XX years but it CAN'T be one of the Magnificent X which stock would you pick" @stocktalkweekly on X 2025-06-15 20:15:03 UTC 322.1K followers, 270.3K engagements
"$CRSP Were you paying attention when I posted this last week" @stocktalkweekly on X 2025-07-18 13:45:00 UTC 322.1K followers, 24.3K engagements
"@KirkSpano Thanks to $HOOD $NBIS $LEU $KTOS mostly" @stocktalkweekly on X 2025-07-16 21:10:54 UTC 322.1K followers, XXX engagements
"*WHITE HOUSE ANNOUNCES "A.I. ACTION PLAN" TO PROMOTE RAPID BUILDOUT OF DATACENTERS -- PRESIDENT WILL TAKE MORE THAN XX FEDERAL POLICY ACTIONS TO REMOVE A.I. REGULATIONS" @stocktalkweekly on X 2025-07-23 14:32:04 UTC 322.1K followers, 114.8K engagements
"Top X stocks driving my performance this year with my cost-basis on common shares: Robinhood $HOOD - $XXXXX Centrus Energy $LEU - $XXXXX Nebius $NBIS - $XXXXX Kratos $KTOS - $XXXXX AST Spacemobile $ASTS - $XXXXX Cipher Mining $CIFR - $XXXX All completely different industries" @stocktalkweekly on X 2025-07-12 00:52:27 UTC 322.1K followers, 46.6K engagements
"Tag a furu below who preaches a lot but never shares their personal performance. Lets call out the charlatans" @stocktalkweekly on X 2025-07-15 15:01:05 UTC 322.1K followers, 95.3K engagements
"*PAM BONDI TOLD PRESIDENT TRUMP IN MAY THAT HIS NAME WAS IN THE EPSTEIN FILES ACCORDING TO THE WALL STREET JOURNAL" @stocktalkweekly on X 2025-07-23 19:16:55 UTC 322.1K followers, 28.7K engagements
"*SAMSUNG SECURES $XXXX BILLION DEAL TO PRODUCE CHIPS FOR TESLA *SAMSUNG CONFIRMED THE DEAL WITH AN "UNIDENTIFIED CLIENT" -- BLOOMBERG SAYS THAT CLIENT IS TESLA" @stocktalkweekly on X 2025-07-28 02:37:30 UTC 322.1K followers, 36.4K engagements
"KONTOOR BRANDS $KTB PT RAISED TO $XX AT BARCLAYS Kontoor Brands $KTB price-target to $XX (from $75) at Barclays while maintaining an 'Overweight' rating: "Management Meetings Key Takeaways. Overall the common thread between the two meetings was a positive tone and optimism on improving visibility into the macro and policy backdrop as well as continued confidence in each companies' respective playbook and opportunities. While there was certainly disruption industry-wide from on-and-off tariffs we believe both companies have been able to successfully navigate the environment thus far and based" @stocktalkweekly on X 2025-05-19 12:22:04 UTC 322.1K followers, 10.2K engagements
"Warby Parker $WRBY now quietly +20% higher" @stocktalkweekly on X 2025-07-22 20:38:32 UTC 322.1K followers, 23.8K engagements
"STRATEGY $MSTR price-target raised to $XXX at Cantor Fitzgerald. Analyst Brett Knoblauch says Saylor's Strategy is highly likely to be one of the largest companies in the world with X million Bitcoins worth $X million each: "MSTR created the segment and it has a Bitcoin stack that is unlikely to ever be matched by another entity. Assuming MSTR acquires $20bn worth of BTC a year this puts MSTR on track to reach 1m BTC in just over three years and that assumes BTC compounds at a XX% CAGR. The sheer size of MSTR's BTC stack combined with capital markets innovation makes MSTR a must-own name in" @stocktalkweekly on X 2025-07-28 11:44:21 UTC 322.1K followers, 8720 engagements
"WALL ST. COMMENTS ON TESLA $TSLA EARNINGS PIPER SANDLER - 'OVERWEIGHT' - $XXX PT: "We remain Overweight following today's Q2 results. TSLA is indicated lower by X% in after-hours trading but we're not sure why (we would welcome any theories). Yes there's no "traditional" valuation support at this level but that was the case before the call. So what changed The financials were solid so that's not the issue. Perhaps people are misinterpreting Elon Musk's comment that a coming new product will look exactly like Model Y. We can see how that might be disappointing but in the context of FSD we" @stocktalkweekly on X 2025-07-24 12:11:58 UTC 322.1K followers, 22.4K engagements
"*UBER AND LUCID MOTORS ANNOUNCE NEXT-GEN ROBOTAXI PROGRAM EXCLUSIVELY FOR UBER PLATFORM -- UBER TO INVEST $300M $UBER $LCID" @stocktalkweekly on X 2025-07-17 12:34:07 UTC 322.1K followers, 281.6K engagements
"Opened a position in Warby Parker $WRBY this morning. Daily chart consolidating nicely after the Google AI glasses partnership. Using 200-day as stop" @stocktalkweekly on X 2025-05-29 21:29:35 UTC 322.1K followers, 98.6K engagements
"OSCAR HEALTH $OSCR downgraded to 'Neutral' (from Outperform) at Baird price-target slashed in half to $XX (from $28): "Given the recent pre-announced 2Q and 2025G revision (see here) we are increasingly cautious into 2026. While we like the management team track record of execution and long-term story the difficulty is a broader end-market issue with the ACA Exchange Marketplace rather than a company-specific operating issue. Due to the zero-sum nature of ACA risk adjustment and ACA risk adjustment being based on current year diagnoses there is significant complexity in projecting risk" @stocktalkweekly on X 2025-07-25 12:05:21 UTC 322.1K followers, 14.8K engagements
"If I gave you a million dollars to buy one stock after this six week sell-off what stock would it be and why" @stocktalkweekly on X 2025-04-07 21:27:23 UTC 322.1K followers, 219.1K engagements
"*AST SPACEMOBILE $ASTS ANNOUNCES $500M CONVERTIBLE NOTES OFFERING" @stocktalkweekly on X 2025-07-24 20:07:09 UTC 322.1K followers, 73K engagements
"*PRESIDENT TRUMP: WE ARE NEARING TRADE DEAL WITH CHINA" @stocktalkweekly on X 2025-07-25 13:27:49 UTC 322.1K followers, 51.1K engagements
"I posted XX analyst report excerpts this morning on the following stocks: $CART $TSLA $NFLX $CYBR $RUN $FSLR $ARRY $KTB $SOLV $ASIX $SRAD $RXST $LZ Go check 'em out if any of those names interest you" @stocktalkweekly on X 2025-05-19 12:50:23 UTC 322K followers, 16.6K engagements
"PSA: JPEGs of rocks are selling for hundreds of thousands of dollars again" @stocktalkweekly on X 2025-07-24 23:21:55 UTC 322.1K followers, 25.9K engagements
"GALAXY DIGITAL $GLXY initiated at 'Buy' at Jefferies with a $XX price-target: Analyst Jonathan Petersen calls it a dual-exposure to data-center theme and GENIUS Act with digital assets: "GLXY is uniquely positioned to capture upside from a more favorable regulatory backdrop for crypto and the growing demand for AI data centers. The CRWV lease at Helios was a transformational deal for GLXY requiring a reconsideration of the value of that site. Similarly the passage of the GENIUS Act provides favorable market structure for GLXY's Digital Assets business and re-rates its value. We initiate with" @stocktalkweekly on X 2025-07-23 11:59:06 UTC 322.1K followers, 21.4K engagements
"*COMMERCE SECRETARY LUTNICK: H20 CHIP EXPORT CONTROLS TO CHINA WILL BE REMOVED AS CHINA SUPPLIES U.S. WITH RARE EARTH MAGNETS. PRESIDENT TRUMP HAS DECIDED CHINA CAN BUY H20 CHIPS IN A "BALANCED WAY"" @stocktalkweekly on X 2025-07-23 13:00:23 UTC 322.1K followers, 18.3K engagements
"$JOBY $10C now up +500% These arent weekly contracts. They expire in October" @stocktalkweekly on X 2025-07-17 19:03:28 UTC 322K followers, 16.6K engagements
"*ANTHROPIC IN TALKS TO DOUBLE ITS VALUATION TO $XXX BILLION WITH INVESTMENT FROM MIDDLE EAST FUNDS" @stocktalkweekly on X 2025-07-25 18:59:34 UTC 322.1K followers, 29.5K engagements
"DRAFTKINGS $DKNG reiterated at 'Buy' at Mizuho with a $XX price-target. Analyst Jed Kelly says he is "pounding the table" that DraftKings has XX% upside after the deal to sell X% of FanDuel for $X billion. He is also positive on Boyd Gaming $BYD after the sale: "It is widely reported that BYD will sell its X% position in FanDuel for $2bn. This implies a $40bn mkt cap for FanDuel. DKNG which has similar market share in the United States has a current market cap of $21bn. We believe DKNG should be materially higher on this news (vs up X% as of this note). While we acknowledge there will always" @stocktalkweekly on X 2025-07-11 12:23:44 UTC 322.1K followers, 14.5K engagements
"Just saw headline this is full text: AST SpaceMobile Inc. (NASDAQ: ASTS) announced plans to offer $XXX million in convertible senior notes due 2032 through a private placement to qualified institutional buyers. The company also intends to grant initial purchasers an option to purchase up to an additional $XX million in notes within XX days of issuance. The notes will be senior unsecured obligations that accrue interest payable semiannually and mature on October XX 2032 unless converted redeemed or repurchased earlier. The notes will be convertible into cash shares of the company's Class A" @stocktalkweekly on X 2025-07-24 20:08:26 UTC 322.1K followers, 4484 engagements
"*ANTHROPIC CEO: AI COULD WIPE OUT HALF OF ALL ENTRY-LEVEL WHITE COLLAR JOBS AND SPIKE UNEMPLOYMENT TO 10-20% WITHIN THE NEXT FIVE YEARS. GOVERNMENTS AND COMPANIES NEED TO STOP SUGAR-COATING WHAT THEY KNOW IS COMING" @stocktalkweekly on X 2025-05-28 12:21:00 UTC 322.1K followers, 1.8M engagements
"*GOOGLE $GOOGL EARNINGS EPS: $XXXX vs. $XXXX est. REVENUE: $96.4B vs. $93.7B est" @stocktalkweekly on X 2025-07-23 20:04:02 UTC 322.1K followers, 23.6K engagements
"*PRESIDENT TRUMP ANNOUNCES TRADE DEAL WITH JAPAN -- JAPAN WILL INVEST $XXX BILLION INTO UNITED STATES AND THEIR TARIFF RATE WILL BE REDUCED TO 15%" @stocktalkweekly on X 2025-07-22 23:16:59 UTC 322.1K followers, 68.5K engagements
"This image of Trump and Powell wearing hard hats is so funny for some reason 😂" @stocktalkweekly on X 2025-07-24 20:16:53 UTC 322.1K followers, 162.6K engagements
"*TESLA IS NOT ALLOWED TO TEST OR TRANSPORT THE PUBLIC PAID OR UNPAID IN AN AUTONOMOUS VEHICLE WITH OR WITHOUT A DRIVER. TESLA WILL ONLY OFFER CHARTERED TRANSPORT FOR EMPLOYEES FRIENDS FAMILY AND SELECT PUBLIC GUESTS - CALIFORNIA TRANSPORTATION REGULATOR" @stocktalkweekly on X 2025-07-25 19:28:47 UTC 322.1K followers, 186.3K engagements
"Kratos $KTOS breaking out of a 25-YEAR price range with highest-ever volume & extreme thematic relevancy (drones autonomous weapons hypersonic/supersonic engines). I have been pounding table stock is +80% YTD & my 2027 leaps are up +250%. Not selling any. Wake me up at $100" @stocktalkweekly on X 2025-07-11 12:50:56 UTC 322K followers, 54.2K engagements
"Discussed Bitcoin Treasury name $SMLR with our members on our premarket call on Tuesday and posted this follow-up note last night. Stock is up +8% today and +20% over the past week" @stocktalkweekly on X 2025-07-10 16:36:27 UTC 322.1K followers, 13.1K engagements
"RIOT PLATFORMS $RIOT price-target raised to $XX (from $12) at Needham while maintaining a Buy rating. Analyst John Todaro says Riot's Corsicana site is one of the most attractive HPC sites in their universe of coverage: "We believe Riot's Corsicana site is one of the most attractive HPC sites in our universe. In recent checks with neo-cloud operators we learned that more than half of demand is for inference workloads (and growing) which mostly require sub 5ms rd trip latency to the nearest major city. Corsicana is the largest site in our universe that can support these workloads (1GW total;" @stocktalkweekly on X 2025-06-17 12:59:48 UTC 322.1K followers, 20.5K engagements
"Currently $GSRT is trading at $XXXXX. The NAV (net asset value) of the SPAC is $XXXXX. That means your maximum risk is roughly -X% The merger target is a small modular reactor (SMR) company called 'Terra Innovatum' Other pre-revenue pure-plays on SMRs are currently trading at premium valuations: $SMR - $XX billion $OKLO - $XXX billion $NNE - $XXX billion The market cap at NAV for $GSRT is $XXX million. The images below show a commercialization comparison between Terra Innovatum and the various other SMR pure-plays. Also $GSRT ticker after merger completion will be $NKLR -- which for what its" @stocktalkweekly on X 2025-05-29 13:29:16 UTC 322.1K followers, 228.8K engagements
"Year-to-date performance: +161.24% vs. +7.20% for S&P-500 Im at a loss for words. Biggest week of my investing career. Everything fired to the upside. X consecutive +9% days for the entire portfolio. $HOOD $CRSP $LEU $JOBY $KTOS $GENI $INDI $RIOT carrying the water this week" @stocktalkweekly on X 2025-07-18 14:58:15 UTC 322.1K followers, 34.6K engagements
"HUNTINGTON INGALLS $HII upgraded to 'Buy' (from Hold) at TD Cowen with a $XXX price-target. Analyst Gautam Khanna says margin upside is sizable and upcoming catalysts are promising: "(1) Eventual Margin Upside Is Sizable - HII's shipbuilding margin troughed at XXX% in C24 dragged by post-COVID struggles (attrition low productivity cost overruns on fixed-price contracts) that are reminiscent of the post-Katrina nadir. HII mgmt asserts that 9-10% ship margin is realistic as COVID-impacted boats drop as a % of a mix. The margin bogey is plausible perhaps by C29 given HII's post Katrina history" @stocktalkweekly on X 2025-07-10 12:08:41 UTC 322.1K followers, 13.1K engagements
"$THCB pops +10% $THCBW have already been profitable but commons were hesitant to move due to poor social media & website. All the great plays in sympathy to EV are being found Get on board some of these plays early if you're not already making bank off this hype" @stocktalkweekly on X 2020-11-25 21:22:50 UTC 322.1K followers, XX engagements
"*OPENAI PREPARING TO RELEASE 'CHAT GPT-5' IN EARLY AUGUST ACCORDING TO THE VERGE" @stocktalkweekly on X 2025-07-24 16:05:03 UTC 322.1K followers, 16.3K engagements
"$THCB pops +8% after tallying a strong day yesterday Alerted $THCB at $XX and we're now approach $XX - without a DA. Been trading $THCBW along the way. There is strong anticipation here because of $QS massive run ( at the time of the quoted tweet it was $KCAC )" @stocktalkweekly on X 2020-12-23 19:59:32 UTC 322.1K followers, XX engagements
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