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[@stocktalkweekly](/creator/twitter/stocktalkweekly)
"*TAIWAN SEMI PLANNING ON ACQUIRING SECOND MAJOR SITE IN ARIZONA TO ACCELERATE CAPACITY EXPANSION $TSM"  
[X Link](https://x.com/stocktalkweekly/status/1978708954424168617) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T06:25Z 349.7K followers, 45.5K engagements


"*PRESIDENT TRUMP: WE ARE WORKING CLOSELY WITH CANADA ON THE 'GOLDEN DOME'"  
[X Link](https://x.com/stocktalkweekly/status/1975600716778705099) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-07T16:34Z 349.7K followers, 45.2K engagements


"$PLPC from $XXX to $XXX already and still cruising. Simply not enough shares"  
[X Link](https://x.com/stocktalkweekly/status/1978462600317792388) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T14:06Z 349.7K followers, 46.9K engagements


"Year-to-date performance +489.03% vs. +13.73% for S&P-500 Todays outperformance thanks to $LEU $PLPC $AMKR $HLIO $DOCN $ENS No meme stocks. No day trading. Just high conviction picks in the right themes at the right times"  
[X Link](https://x.com/stocktalkweekly/status/1978525140502696430) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T18:15Z 349.7K followers, 137.8K engagements


"Over the past month I've rotated into three new themes with six new names: Power Grid - $ENS $PLPC U.S. Semiconductor Supply Chain - $AMKR $PLAB Warehouse & Factory Automation - $GXO $HLIO Go check how these names are doing today during the flush in momentum & market leaders"  
[X Link](https://x.com/stocktalkweekly/status/1978898700383502590) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T18:59Z 349.7K followers, 148.2K engagements


"Growing profitable domestic battery OEM trading at 1x sales & XX P/E in this market is one thing. Subsidiary BrenTronics (supplier of MIL-spec portable batteries for the U.S. Army) is now directly theme-relevant with new Chinese export restrictions for military use $ENS"  
[X Link](https://x.com/stocktalkweekly/status/1977890807563637145) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-14T00:14Z 349.7K followers, 58.9K engagements


"Many of you who are listening to the "setup" bros and chasing momentum stocks that have already 5x'd this year are going to get buried alive and you will learn hard lessons about truly understanding the stocks that you own"  
[X Link](https://x.com/stocktalkweekly/status/1978470255614697895) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T14:37Z 349.7K followers, 168K engagements


"@CapstackCapital Thesis on $AMKR & $PLAB"  
[X Link](https://x.com/stocktalkweekly/status/1978942256863121613) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T21:52Z 349.7K followers, 3128 engagements


"$GXO acting beautifully this week. Growing revenue & EPS double digits trading 0.5x sales and XX P/E with volume growth directly tied to the mega-trend in warehouse automation. From the legend Brad Jacobs. Misperception of the debt profile here as half the debt is lease liabilities which function as operational expenses for secured orders in the business model. Weekly chart is prettier than your girlfriend"  
[X Link](https://x.com/stocktalkweekly/status/1979245453444022723) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-17T17:57Z 349.7K followers, 41.3K engagements


"@pennycheck And also for the noobies balance the spec names in your portfolio with some of undervalued gems like $AMKR $PLPC $ENS $GXO $HLIO $PLAB etc. which have barely drawn down these past few days (and are SMIDs)"  
[X Link](https://x.com/stocktalkweekly/status/1979277925129023801) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-17T20:06Z 349.7K followers, 2585 engagements


"There's just simply not enough shares of $PLPC to go around. 2.5M share free float with XX% closely held (30% insiders XX% institutions) profitable with XX% "pure play" exposure to grid + clean volume profile on the chart. Growing at 1.6x sales XX P/E holding net cash"  
[X Link](https://x.com/stocktalkweekly/status/1976296865604710838) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-09T14:41Z 349.7K followers, 255.2K engagements


"The $ENS story overlaps robotics datacenter and military batteries with a growing profitable business trading at just 1x sales and XX P/E Compelling"  
[X Link](https://x.com/stocktalkweekly/status/1978512276358349283) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T17:24Z 349.7K followers, 51.1K engagements


"*HIGH PERFORMANCE AI CHIPS (INCLUDING NVIDIA GPUs) ACCOUNTED FOR XX% OF TAIWAN SEMI'S REVENUE THIS QUARTER NEARLY DOUBLE THAT OF SMARTPHONES AT XX% $TSM $NVDA $AVGO"  
[X Link](https://x.com/stocktalkweekly/status/1978708116226142601) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T06:22Z 349.7K followers, 27.9K engagements


"Wait. so you're telling me there is a profitable U.S. based SMID-cap battery pure-play trading at a XX P/E with multi-theme exposure to datacenter robotics & defense $ENS"  
[X Link](https://x.com/stocktalkweekly/status/1978853289652265085) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T15:59Z 349.7K followers, 73K engagements


"*PRESIDENT TRUMP TO ANNOUNCE PROPOSAL TO EXPAND ACCESS TO IN VITRO FERTILIZATION (IVF) TODAY IN AN EFFORT TO COMBAT DECLINING BIRTHRATES"  
[X Link](https://x.com/stocktalkweekly/status/1978869340838428750) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T17:03Z 349.7K followers, 139.3K engagements


"@StocksOnSpaces @StockMKTNewz $AMKR $ENS $PLPC $GXO"  
[X Link](https://x.com/stocktalkweekly/status/1979691961075544130) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-18T23:31Z 349.7K followers, 2494 engagements


"$ABAT just bagged all the chasers -XX% in ONE DAY because the "setup" guys who don't know a single thing about the battery industry said it was a nice chart. This is why context matters. High-conviction stock picking is the way to build your wealth if you want to KEEP it"  
[X Link](https://x.com/stocktalkweekly/status/1978598724084363445) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T23:07Z 349.7K followers, 90.3K engagements


"TAIWAN SEMICONDUCTOR EARNINGS $TSM REVENUE: $33.1B vs. $31.5B est. EPS: $XXXX vs. $XXXX est. GUIDE: $32.2B - $33.4B vs. $32.0B est. *NORTH AMERICAN CUSTOMERS ACCOUNTED FOR XX% OF TOTAL REVENUE *OPERATING & GROSS MARGINS BOTH UP 2-3% Y/Y *CAPEX PACE CONSISTENT Q/Q"  
[X Link](https://x.com/stocktalkweekly/status/1978706382313382187) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T06:15Z 349.7K followers, 105.1K engagements


"ICYMI: TSM is working with Amkor in Arizona despite having announced its own advanced packaging plants because Amkor has already broken ground with an earlier timeline and TSMC wants to support customers. Advanced packaging now accounts for XX% of TSMC's revenue $AMKR $TSM"  
[X Link](https://x.com/stocktalkweekly/status/1978808170320474344) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T13:00Z 349.7K followers, 29.7K engagements


"@SteveUrkelDude @RemoteNavigator @kobratrading Yeah six of these names $AMKR $PLAB $PLPC $CYRX $LEU $UUUU are in my portfolio so idk what this Remote dude is talking about 😂😂"  
[X Link](https://x.com/stocktalkweekly/status/1980380258282229851) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-20T21:07Z 349.7K followers, 1216 engagements


"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"  
[X Link](https://x.com/stocktalkweekly/status/1867737093574635687) [@stocktalkweekly](/creator/x/stocktalkweekly) 2024-12-14T01:03Z 349.3K followers, 192.7K engagements


"$MTRN breaking over 200-day & pushing into 200-week & 50-month simultaneously today. KeyBanc out this AM with $XXX PT identifying it as an undiscovered name in U.S.-based rare metals as the Western hemisphere's only Beryllium player. Niche market but strategically important"  
[X Link](https://x.com/stocktalkweekly/status/1946282786899574955) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-07-18T18:55Z 349.3K followers, 135.5K engagements


"ATAI LIFE SCIENCIES $ATAI initiated at 'Outperform' at Oppenheimer with a $XX price-target: "We initiate ATAI Life Sciences (ATAI) with an Outperform rating and $XX PT. We view ATAI as leading the psychedelic revolution within neuropsychiatry which remains an under-appreciated market opportunity considering 10M patients who could benefit from alternative approaches as unmet needs persist despite available therapies. We believe Ph2b data for BPL-003 (intranasal 5-MeO-DMT) solidify a transformational approach based on rapid onset durability safety/tolerability and convenient integration into"  
[X Link](https://x.com/stocktalkweekly/status/1950172144001802465) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-07-29T12:30Z 349.1K followers, 12.4K engagements


"LUCID GROUP $LCID reiterated at 'Underperform' at Bank of America with a $XXXX price-target. Analyst John Murphy says the company has a very challenging road ahead: "Lucids (LCID) 2Q:25 adj. EPS of ($0.28) was worse than BofA of ($0.18) and Bloomberg consensus of ($0.22). Reported revenue of $259mm was lower than BofA of $267mm and consensus of $262mm. LCID previously announced 2Q:25 deliveries of 3309 which were slightly below our original expectations. Adj. EBITDA of ($632mm) was worse than BofA of ($617mm) and consensus of ($605mm) driven primarily by more negative gross margin than"  
[X Link](https://x.com/stocktalkweekly/status/1953204417747890387) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-08-06T21:19Z 349.3K followers, 26K engagements


"*CENTRUS ENERGY $LEU SIGNS MOU WITH KOREA HYDRO & NUCLEAR POWER $KEP AND POSCO INTERNATIONAL TO EXPAND CENTRUS' URANIUM ENRICHMENT PLANT IN OHIO Centrus Energy today signed a Memorandum of Understanding (MOU) with Korea Hydro & Nuclear Power (KHNP) and POSCO International to explore potential investment to support expansion of Centrus' uranium enrichment plant in Piketon Ohio. U.S. Secretary of Commerce Howard Lutnick and Korea's Minister of Trade Industry and Energy Kim Jung-kwan attended the signing of the agreement which is aimed at deepening U.S.-Korea cooperation on civilian nuclear"  
[X Link](https://x.com/stocktalkweekly/status/1960123871169822904) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-08-25T23:35Z 349.3K followers, 52.3K engagements


"LEIDOS $LDOS upgraded to 'Outperform' (from Sector Perform) at RBC Capital with a $XXX price-target (from $180): "We are upgrading shares of Leidos Holdings to Outperform from Sector Perform. Our Outperform thesis is underpinned by continued strength and execution in Leidos' Health Services business strong defense portfolio positioning and increased confidence under CEO Tom Bell and the revised strategic direction. Despite the recent strength in the stock (up XX% YTD vs X% industry average) we believe the beat-and-raise setup will persist with downside risks likely having troughed. Balance"  
[X Link](https://x.com/stocktalkweekly/status/1963586897193697351) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-09-04T12:56Z 349.3K followers, 9555 engagements


"GENIUS SPORTS $GENI price-target raised to $XX reiterated as 'Top Pick' at Benchmark: "Genius remains a top pick as we head into the December X Analyst Day. We see multiple catalysts converging: FanHub is inflecting as the most transformational growth driver with XX% media growth expected in 2H 2025 and agency adoption potentially expanding. In-play betting continues to scale with BetVision driving mix shift and NFL exclusivity anchoring Genius role at the center of the ecosystem. Prediction markets are emerging as an incremental opportunity with the NFL making clear that official Genius data"  
[X Link](https://x.com/stocktalkweekly/status/1965763401734295889) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-09-10T13:04Z 349.3K followers, 17.4K engagements


"FREQUENCY ELECTRONICS $FEIM initiated at 'Buy' at Craig-Hallum with a $XX price-target"  
[X Link](https://x.com/stocktalkweekly/status/1968653238816719139) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-09-18T12:28Z 349.1K followers, 15.9K engagements


"When a stock posts more volume in one quarter than its entire five-year history combined it's probably worth paying attention $DPRO"  
[X Link](https://x.com/stocktalkweekly/status/1971639193299288215) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-09-26T18:13Z 349.3K followers, 150.7K engagements


"DRAFTKINGS $DKNG double-downgraded at Northland to 'Underperform' (from 'Outperform') with a $XX price-target: "We are downgrading to Underperform to reflect the increasing headwind that prediction markets like Kalshi and Polymarket represent. While there's been regulatory pushback we believe the growth in popularity and increased adoption of prediction markets (available to everyone 18+ nationwide) can disrupt traditional sportsbooks. We found prediction markets generally offered more favorable odds when looking at XX NFL / CFB games which may challenge handle and user growth as these"  
[X Link](https://x.com/stocktalkweekly/status/1973359556550971581) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-01T12:09Z 349.2K followers, 21.5K engagements


"New portfolio position initiated in semiconductor mid-cap stock at"  
[X Link](https://x.com/stocktalkweekly/status/1973754886568456290) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-02T14:20Z 349.2K followers, 68.5K engagements


"@diamondguyizzy @WOLF_Financial @WOLF_TradingX @StoryTrading @NarraInvest @WholeMarsBlog @imPenny2x @AlexFinnX It's $AMKR not $AMCR lol"  
[X Link](https://x.com/stocktalkweekly/status/1973898035584508388) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-02T23:48Z 349.3K followers, XXX engagements


"Reasonably priced theme-relevant names has been my focus recently. Several in portfolio now $AMKR $PLAB $PLPC $GXO $DOCN $MTRN $HII $LYFT Don't feel need to chase or add to high-flyers as I own many of those very early with great cost basis $NBIS $KTOS $HOOD $LEU $UUUU $DPRO"  
[X Link](https://x.com/stocktalkweekly/status/1976012628461011339) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-08T19:51Z 349.3K followers, 37.9K engagements


"*TRUMP ADMIN APPROVES "SEVERAL BILLION DOLLARS" OF NVIDIA CHIP EXPORTS TO UNITED ARAB EMIRATES (UAE) $NVDA"  
[X Link](https://x.com/stocktalkweekly/status/1976203671634690321) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-09T08:30Z 349.3K followers, 22.8K engagements


"$DPRO from $X to $13+ already. 🎯"  
[X Link](https://x.com/stocktalkweekly/status/1976284992482562227) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-09T13:53Z 349.3K followers, 38.1K engagements


"*FED'S BARR: PROJECTING CORE PCE INFLATION TO EXCEED X% BY YEAR-END"  
[X Link](https://x.com/stocktalkweekly/status/1976330367276839170) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-09T16:54Z 349.1K followers, 37.3K engagements


"@LogicalThesis Wonder who taught you this hedging strategy 😉"  
[X Link](https://x.com/stocktalkweekly/status/1976750248027734290) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-10T20:42Z 349.2K followers, 1268 engagements


"*TRUMP WHEN ASKED IF HE WILL RETREAT ON XXX% CHINA TARIFFS SAYS "WE WILL SEE. THAT'S WHY I SET THE DEADLINE FOR NOVEMBER 1""  
[X Link](https://x.com/stocktalkweekly/status/1976773847333716280) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-10T22:16Z 349.2K followers, 63.9K engagements


"@Reformed_Trader With you on $CODI but not having $UUUU tagged here is wild considering they're literally the *only* heavy REE operation in the country ( $MP only does lights which are the not the choke). Will be scaled by Q4 2026 as opposed to MP targeting 2028"  
[X Link](https://x.com/stocktalkweekly/status/1976880105239855381) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-11T05:18Z 349.2K followers, 3962 engagements


"*CHINESE FOREIGN MINISTRY ISSUES STATEMENT ON RARE EARTH CONTROLS AND U.S. TRADE WAR - Rare earth export controls are a "legitimate measure" to protect Chinese interests citing geopolitical instability - Export controls are "not a ban" global civilian supply chains expected to have limited impact - Rare earth export licenses will be approved for appropriate civilian use but restricted for military use - U.S. undermined trade talks in Madrid by unfairly imposing additional measures on China after the talks concluded - XXX% U.S. tariffs in retaliation to export controls is a "double standard" -"  
[X Link](https://x.com/stocktalkweekly/status/1977204288813216114) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-12T02:46Z 349.2K followers, 761.9K engagements


"Even if you zero out every single other subsidiary listed for the sake of being ultra-conservative (which is obviously unnecessary as the issue is with Lugano) there is still a legitimate argument that Arnold is worth more than $CODI entire market cap"  
[X Link](https://x.com/stocktalkweekly/status/1977542066990145828) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-13T01:09Z 349.1K followers, 21.1K engagements


"@lurker8679 Why does it need $XXX billion contribution of the value to "overcome" net debt Stock was trading 4x higher prior to Lugano issue with same debt story. Arnold is a unique domestic company with no real peers. Look at the peer valuations of $MP $UUUU $USAR $METC etc"  
[X Link](https://x.com/stocktalkweekly/status/1977574373373653412) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-13T03:17Z 349.2K followers, 1174 engagements


"@PalmerLuckey Hey Palmer plz IPO thx love u"  
[X Link](https://x.com/stocktalkweekly/status/1977576720455921891) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-13T03:26Z 349.3K followers, 2639 engagements


"@lrobe3 I've shared several over the past few weeks probably sharing another today with our community"  
[X Link](https://x.com/stocktalkweekly/status/1977783744212914487) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-13T17:09Z 349.2K followers, 1788 engagements


"@Nick_E_Numbers @lawrenceabq43 Yes this is mostly the reason I've been sharing my ideas on X lately. People keep stealing and taking credit for work that takes me weeks to research. They did the same with $AMKR $PLPC etc. etc"  
[X Link](https://x.com/stocktalkweekly/status/1977895642539147326) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-14T00:34Z 349.3K followers, XXX engagements


"*POWELL: DOWNSIDE RISKS TO THE U.S. JOB MARKET HAVE INCREASED. WE MAY BE APPROACHING THE END OF OUR BALANCE SHEET CONTRACTION IN THE COMING MONTHS (ENDING QT)"  
[X Link](https://x.com/stocktalkweekly/status/1978135048969761194) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-14T16:25Z 349.3K followers, 68.1K engagements


"@FullTosss @dizzcrypto Nope I still own $DPRO"  
[X Link](https://x.com/stocktalkweekly/status/1978164073108738278) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-14T18:20Z 349.2K followers, XXX engagements


"@amitisinvesting"  
[X Link](https://x.com/stocktalkweekly/status/1978440687684112437) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T12:39Z 349.3K followers, 4322 engagements


"@amitisinvesting LETS GO"  
[X Link](https://x.com/stocktalkweekly/status/1978498987008127080) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T16:31Z 349.3K followers, 5480 engagements


"@trade_lear61047 @NeilGaiman14 @amitisinvesting $HLIO"  
[X Link](https://x.com/stocktalkweekly/status/1978509601684258864) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T17:13Z 349.3K followers, XXX engagements


"@RobinhoodApp ADD A SOPHISTICATED WATCHLIST DESKTOP APP WHERE I CAN BUILD CUSTOM INDUSTRY-SPECIFIC WATCHLISTS AND BROWSE THEM EASILY. JUST PHOTOCOPY THE ONE WEBULL HAS. AND ADD BETTER CUSTOMIZABLE P&L TRACKING FEATURES (JUST COPY WEBULL) PLZ. I WILL MOVE ALL MY MONEY. @amitisinvesting"  
[X Link](https://x.com/stocktalkweekly/status/1978529245946163608) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T18:31Z 349.2K followers, 4474 engagements


"@everytimeicash Thanks brother. It's WeBull haha. My favorite UI by far out of all brokers (used to use IBKR tried Robinhood tried ToS for a few yrs too)"  
[X Link](https://x.com/stocktalkweekly/status/1978532413740376430) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T18:44Z 349.2K followers, 1098 engagements


"@amitisinvesting "Everything is in the chart" NO it isn't"  
[X Link](https://x.com/stocktalkweekly/status/1978599786849665142) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T23:12Z 349.3K followers, 6068 engagements


"@RkMhLy Management team could be a squirrel and a chipmunk and a jar of peanut butter at this valuation and the stock should still rerate $ENS"  
[X Link](https://x.com/stocktalkweekly/status/1978857314690932986) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T16:15Z 349.2K followers, XXX engagements


"@vatsalBN Pretty interesting that $ENS $AMKR $PLAB $GXO all green in today's market huh Almost like my rotation to these reasonably priced names was in the nick of time"  
[X Link](https://x.com/stocktalkweekly/status/1978897449772012002) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T18:54Z 349.2K followers, 1708 engagements


"@NovakRosicky Its got the trio -- technically fundamentally and thematically compelling here"  
[X Link](https://x.com/stocktalkweekly/status/1978899780785909834) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T19:04Z 349.2K followers, XXX engagements


"@amitisinvesting @GuideInvestor ❤❤ I think this guy thought I was hijacking you 😂"  
[X Link](https://x.com/stocktalkweekly/status/1978940849326059656) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T21:47Z 349.3K followers, 2604 engagements


"@JaguarAnalytics Agree. Direct volume correlation to growth of warehouse automation. Automation as a service. Customer list of Apple Amazon Nike Nestle says enough about the expertise. Debt profile also very misunderstood b/c lease liabilities are essentially operating expense for secured biz"  
[X Link](https://x.com/stocktalkweekly/status/1979342921993458085) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-18T00:25Z 349.3K followers, 2260 engagements


"@DannyCGallo @JaguarAnalytics @jaspalsandhu24 $KTOS $ERJ are both names me and Jag both liked very early and both have dramatically outperformed. Lets see how $GXO does"  
[X Link](https://x.com/stocktalkweekly/status/1979353442046124117) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-18T01:06Z 349.3K followers, 1218 engagements


"@StockMKTNewz @amitisinvesting Hey Thats not fair. I dont think Amit is stupid"  
[X Link](https://x.com/stocktalkweekly/status/1979360427990782259) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-18T01:34Z 349.3K followers, 9474 engagements


"@amitisinvesting I bought $AMKR at $XX because above all I believe in this great nation to accomplish the impossible. Everyone said reshoring chips was impossible. This is a major validation that it is not. I will probably be buying more next week. Cheers brother excited for our show next week"  
[X Link](https://x.com/stocktalkweekly/status/1979376045837930810) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-18T02:36Z 349.3K followers, 13.3K engagements


"@eagleowl716 Outperformed both years (yes even 2022 shorted $ARKK the entire year) All of our callouts for past X years are logged in the server. You can scroll back and see what we were doing back thetn"  
[X Link](https://x.com/stocktalkweekly/status/1978582179048308784) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T22:02Z 349.5K followers, XXX engagements


"@GuideInvestor @amitisinvesting Yes he is my friend he heard about them from me 😂"  
[X Link](https://x.com/stocktalkweekly/status/1978935574741307825) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T21:26Z 349.5K followers, 5373 engagements


"Huntington Ingalls $HII another one of my portfolio names that no one talks about. XX out of the last XX weeks green. Trump sure did a lot of talking about shipbuilding today & this remains the best pure-play out there"  
[X Link](https://x.com/stocktalkweekly/status/1973134601204720114) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-09-30T21:15Z 349.7K followers, 42K engagements


"@Mike_Jest Have $DFH in homebuilding but has been giving me headache lately in price action"  
[X Link](https://x.com/stocktalkweekly/status/1973620347535761457) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-02T05:25Z 349.7K followers, XXX engagements


"*TRUMP ADMIN CONSIDERING STAKE IN GREENLAND RARE EARTH MINER CRITICAL METALS $CRML"  
[X Link](https://x.com/stocktalkweekly/status/1974245413810020798) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-03T22:49Z 349.7K followers, 118.1K engagements


"For those who missed our Spaces last week with @pennycheck the simple $CODI thesis: - Fell from $XX to $X b/c subsidiary Lugano had accounting fraud - Subsidiary Arnold Magnetic should be rerated significantly based on uniqueness of asset & current rare-earth premium"  
[X Link](https://x.com/stocktalkweekly/status/1977540741736882343) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-13T01:03Z 349.7K followers, 76.9K engagements


"I focus on mid-caps because they're: - More liquid and financially stable than small-caps - Higher-beta and less eyes/attention than large caps Best of both worlds. They're a sea of alpha if you study them closely and remain cognizant of the major themes in the market"  
[X Link](https://x.com/stocktalkweekly/status/1977762088828236236) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-13T15:43Z 349.7K followers, 35.3K engagements


"Yup and $AMKR would have been up X% this week on TSMs reiterated endorsement on earnings call if mkt didnt dump $PLPC remains *ferociously* tightly held up XX% in a week and a half and no sellers in sight on the two worst days of the past week $ENS relative outperformance vs other battery names this week is very telling etc"  
[X Link](https://x.com/stocktalkweekly/status/1979278937319707130) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-17T20:10Z 349.7K followers, 2289 engagements


"@JaguarAnalytics Yes sir we both agree on that. Wish more people would read analyst research like we do. Btw great relative strength for $GXO this week (if I remember correctly you like that name too)"  
[X Link](https://x.com/stocktalkweekly/status/1979341527274185059) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-18T00:19Z 349.7K followers, 3279 engagements


"Soon Amkor $AMKR will become synonymous with "TSMC Arizona" "Apple reshoring" and "Broadcom AI chips""  
[X Link](https://x.com/stocktalkweekly/status/1970589872693055740) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-09-23T20:43Z 349.7K followers, 103.1K engagements


"Pitch me your favorite SMID cap stock (between $200M to $10B market cap) Tell me the whole story. I'll respond with my opinion on all the thoughtful replies"  
[X Link](https://x.com/stocktalkweekly/status/1973535888501318011) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-01T23:49Z 349.7K followers, 77.4K engagements


"Over the past year my focus was on four themes: Datacenter $NBIS Nuclear $LEU Rare Earths $UUUU Defense $KTOS All those core positions have ran 3-5x (or more) Over the past month my focus has been: U.S. Semi Supply $AMKR $PLAB The Grid $PLPC Automation $GXO Less is more"  
[X Link](https://x.com/stocktalkweekly/status/1976634801861050536) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-10T13:03Z 349.7K followers, 177.1K engagements


"EnerSys $ENS - Profitable undercover U.S.-based battery play trading at 1x sales and XX P/E Every other battery stock is trading at premium valuations based on hype & speculation about their technologies and the domestic battery supply theme is gaining steam with China most recently applying pressure not only in rare earths but batteries as well. EnerSys is a real business that is growing profitable and cheap. I think it also directly cross-applies to the broader 'power grid' thematic. ENS has two divisions: Energy Systems: UPS telecom/broadband power switchgear & electrical control systems"  
[X Link](https://x.com/stocktalkweekly/status/1977842922503458882) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-13T21:04Z 349.7K followers, 250.8K engagements


"@stepnotonpets Two years of plenty of that. I owned all the best names 5x lower $LEU $KTOS $NBIS I STILL own them but not adding to them here. Fresh cash going into profitable theme plays $ENS $PLPC $AMKR $PLAB $GXO $MTRN $HII $DOCN etc"  
[X Link](https://x.com/stocktalkweekly/status/1978471813685596481) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T14:43Z 349.7K followers, 3055 engagements


"*NVIDIA AND TAIWAN SEMICONDUCTOR HAVE OFFICIALLY PRODUCED THE FIRST MADE IN AMERICA BLACKWELL AI CHIPS AT TSMC ARIZONA $TSM $NVDA $AMKR This is a historic moment for the American semiconductor industry & national security. For all intents and purposes TSM is now American"  
[X Link](https://x.com/stocktalkweekly/status/1979374863459717263) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-18T02:31Z 349.7K followers, 198.5K engagements


"*U.S. GOVERNMENT TO OFFER NUCLEAR ENERGY COMPANIES ACCESS TO WEAPONS-GRADE PLUTONIUM SOURCED FROM COLD-ERA WARHEADS TO CONVERT TO ADVANCED NUCLEAR FUEL IN ORDER TO ACCELERATE SUPPLY CHAIN INDEPENDENCE - FINANCIAL TIMES"  
[X Link](https://x.com/stocktalkweekly/status/1980748663350784401) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-21T21:30Z 349.7K followers, 210.3K engagements


"*GROUP OF MAJOR AMERICAN AUTOMAKERS INCLUDING TESLA GM FORD RIVIAN & STELLANTIS URGE TRUMP ADMIN TO NOT IMPOSE TARIFFS ON ROBOTS OR INDUSTRIAL MACHINES USED FOR U.S. MANUFACTURING"  
[X Link](https://x.com/stocktalkweekly/status/1981102112269619273) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-22T20:55Z 349.7K followers, 26.4K engagements


"*TRUMP ADMIN IN TALKS TO TAKE EQUITY STAKES IN QUANTUM COMPUTING FIRMS VIA $XX MILLION FUNDING AWARDS ACCORDING TO WALL STREET JOURNAL $IONQ $RGTI $QBTS Several quantum-computing companies are in talks to give the Commerce Department equity stakes in exchange for federal funding a signal that the Trump administration is expanding its interventions in what it sees as critical segments of the economy. Companies including IonQ Rigetti Computing and D-Wave Quantum are discussing the government becoming a shareholder as part of agreements to get funding earmarked for promising technology companies"  
[X Link](https://x.com/stocktalkweekly/status/1981166001527148565) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-23T01:09Z 349.7K followers, 166.1K engagements


"*KRAFT AND HEINZ ARE NEARING A BREAKUP -- THE COMPANY COULD ANNOUNCE A SPLIT OF ITS GROCERY AND SAUCES BUSINESSES AS SOON AS NEXT WEEK -- WARREN BUFFETT BACKED THE MERGER OF THE TWO COMPANIES BACK IN 2015 $KHC"  
[X Link](https://x.com/stocktalkweekly/status/1961479138780352875) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-08-29T17:20Z 349.6K followers, 22.5K engagements


"ENTERGY CORP $ETR initiated at 'Buy' at Jefferies with a $XXX price-target calling it the "clearest regulated beneficiary of hyperscaler demand": "Best-positioned AI load play with 11-15% EPS CAGR 2024-2030 faster than every utility peer. +7-11% above Street in 2028+. Trades at peer average FY28 P/E on JEFe: meaningfully undervalued. ETR is the clearest regulated beneficiary of hyperscaler demand: X GW contracted (META AMZN & potentially GOOGL) &7 GW turbines reserved giving visibility through 2031+. Vertically integrated model Gulf Coast siting & standardized CCGTs de-risk plan.""  
[X Link](https://x.com/stocktalkweekly/status/1963587237326606494) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-09-04T12:57Z 349.6K followers, 11.5K engagements


"What's your favorite undiscovered stock that no one is paying attention to"  
[X Link](https://x.com/stocktalkweekly/status/1965935713993781722) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-09-11T00:29Z 349.7K followers, 116K engagements


"COHERENT $COHR LUMENTUM $LITE & APPLIED OPTOELECTRONICS $AAOI have more upside says Raymond James: "We update our proprietary A.I. and Optical transceiver model for strong A.I. capex investment (see our notes 2Q25 Web Scale Capex and Oracle) better Blackwell/Accelerator shipments and the faster than expected progress from Taiwan Semiconductor on co-packaged optics (CPO) solution. Importantly our new model now incorporates scale-up CPO which massively expands our out-year estimates. Our proprietary A.I. transceiver model now forecasts $15.2B in sales in 2025 representing +56% y/y growth over"  
[X Link](https://x.com/stocktalkweekly/status/1967910600752709928) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-09-16T11:17Z 349.7K followers, 15.8K engagements


"*NVIDIA CEO JENSEN HUANG CALLS FOR INCREASED SPEND ON POWER GENERATION FOR DATACENTERS"  
[X Link](https://x.com/stocktalkweekly/status/1975903252563771578) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-08T12:37Z 349.6K followers, 155.4K engagements


"$UUUU $6C now up over +3000% This coming Friday I will be exercising these calls to receive shares at an effective cost basis of $XXXX with the stock trading at $25+"  
[X Link](https://x.com/stocktalkweekly/status/1977739182937137663) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-13T14:12Z 349.7K followers, 65.8K engagements


"@qiushao87 @stepnotonpets $AMKR is my second largest position"  
[X Link](https://x.com/stocktalkweekly/status/1978497789957959909) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T16:26Z 349.7K followers, XXX engagements


"@amitisinvesting Nah they dump the market after every space we have just to troll us 😂😂😂😂"  
[X Link](https://x.com/stocktalkweekly/status/1978512791003660469) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T17:26Z 349.6K followers, 12.1K engagements


"@StocksAndTalks1 $PLPC $ENS $AMKR You must be an Insider my friend"  
[X Link](https://x.com/stocktalkweekly/status/1978829878129484213) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T14:26Z 349.7K followers, XXX engagements


"ARISTA NETWORKS $ANET price-target raised to $XXX at Needham: "At its Analyst Day Arista management laid out of a compelling vision for the continued transformation of the company outlining new Cloud/AI capabilities targeting both White Box and Nvidia and new investments in Enterprise Campus which take direct aim at Cisco. We also gained strong appreciation for key new senior management hires whom we see as capable of driving the rate of change necessary to expand the company's dominant lanes. Among its new AI ecosystem partners our proprietary checks confirm that Arista became a major new"  
[X Link](https://x.com/stocktalkweekly/status/1967910699184578656) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-09-16T11:17Z 349.7K followers, 18.1K engagements


"GXO Logistics $GXO - An undercover robotics/automation stock - GXO Logistics is a contract logistics automation & warehousing company - Stock trades at just 0.5x sales while doing $XXXX billion in TTM revenue (up +22%) at a $XXX billion market cap - GXO designs builds and operates automated robotics-enabled warehouses & value-added logistics for blue-chip global brands like Apple Boeing Nike Nestl & Whirlpool - GXO purchases robotics hardware from partners (Locus AMRs AutoStore cube systems Geek+ robots) and integrates them with proprietary software like WMS (Blue Yonder Manhattan) and then"  
[X Link](https://x.com/stocktalkweekly/status/1971263333966725504) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-09-25T17:19Z 349.7K followers, 138.7K engagements


"+260% in 2024 & +305% in 2025 (so far) Full portfolio transparency with all positions & weightings. Hundreds of 5-star reviews. Crystal clear alerts daily premarket streams & weekly educational workshops. No bullshit. Come beat the market with us at"  
[X Link](https://x.com/stocktalkweekly/status/1973881542129934803) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-02T22:43Z 349.7K followers, 182.6K engagements


"My thesis on $AMKR & $PLAB is relatively straightforward. They are both easy concessions to make in an attempt to reshore the semiconductor supply chain with no real domestic peers. You can listen to my full thesis in this recording:"  
[X Link](https://x.com/stocktalkweekly/status/1974120255946727702) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-03T14:32Z 349.7K followers, 52.2K engagements


"President Trump said this week "Our grid is old and tired" XX SMID cap "grid" stocks to watch if theme sparks: - Preformed Line $PLPC - Power Solutions $PSIX - Ameresco $AMRC - MYR $MYRG - Powell $POWL - EnerSys $ENS - Arcosa $ACA - Itron $ITRI - Primoris $PRIM - Valmont $VMI"  
[X Link](https://x.com/stocktalkweekly/status/1975986034136809638) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-08T18:05Z 349.7K followers, 190K engagements


"Two of my largest positions $LEU $UUUU both up +11% today 😂"  
[X Link](https://x.com/stocktalkweekly/status/1976679557056049322) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-10T16:01Z 349.7K followers, 73.2K engagements


"I'm pretty sure that both Trump & Xi (including their advisors) are fully aware that XXX% tariffs (aka trade embargo) between the U.S. & China is a double-suicide that would also detonate the global economy. The question is do either of them have the balls to pull the trigger"  
[X Link](https://x.com/stocktalkweekly/status/1976830347271979486) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-11T02:00Z 349.7K followers, 47K engagements


"$UUUU +25% / $LEU +17%"  
[X Link](https://x.com/stocktalkweekly/status/1977737556830687253) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-13T14:05Z 349.7K followers, 47.1K engagements


"Go to the top right of my page click the search icon type in $LEU and scroll. That's called conviction"  
[X Link](https://x.com/stocktalkweekly/status/1978498530969841983) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T16:29Z 349.7K followers, 24.2K engagements


"@Proud_plants @LogicalThesis And $HLIO"  
[X Link](https://x.com/stocktalkweekly/status/1978514216190435373) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T17:32Z 349.7K followers, XXX engagements


"I put highly-compelling rare opportunities like $PLPC in front of your face at perfect entries before *anyone else on the platform* is talking about them and yet some of you have the audacity to still not have notifications on smh"  
[X Link](https://x.com/stocktalkweekly/status/1978578654293582248) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-15T21:48Z 349.7K followers, 71.9K engagements


"Told ya $AMKR"  
[X Link](https://x.com/stocktalkweekly/status/1978810241664885224) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T13:08Z 349.7K followers, 53K engagements


"Extreme fear already Y'all are WEAK"  
[X Link](https://x.com/stocktalkweekly/status/1978896416375476661) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-16T18:50Z 349.7K followers, 93.8K engagements


"I posted this X days before a momentum sell-off where many names were down 30-50% Look at the comments. When I was rotating to the reasonably priced theme names like $AMKR $PLPC $ENS $GXO $HLIO $PLAB people were mocking as if I didn't ride momentum for XX months straight"  
[X Link](https://x.com/stocktalkweekly/status/1979310964190351450) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-17T22:18Z 349.7K followers, 51.5K engagements


"The phrase you hear is buy & hold That only works for the S&P-500 For individual stocks the more practiced motto is: Buy at any price & hold indefinitely But it should actually be: Buy quality assets at good prices & then hold depending on the sustenance of the thesis"  
[X Link](https://x.com/stocktalkweekly/status/1979338892114534795) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-18T00:09Z 349.7K followers, 62.8K engagements


"The single greatest trade of the past century has been betting on the United States of America"  
[X Link](https://x.com/stocktalkweekly/status/1979584800764928491) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-18T16:26Z 349.7K followers, 54.6K engagements


"This momentum sell-off has been brutal I might quit investing"  
[X Link](https://x.com/stocktalkweekly/status/1980727612189340015) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-21T20:07Z 349.7K followers, 39.7K engagements


"CryoPort $CYRX one of the prettiest small-cap weekly charts on the market. Breaking over 100-week moving average on highest volume ever. Net cash is worth over half the market cap. Cross-theme exposure to gene-therapy and IVF"  
[X Link](https://x.com/stocktalkweekly/status/1981071845588947122) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-22T18:55Z 349.7K followers, 22.8K engagements


"@EmpMaximiliano $10M is meaningless. Symbolic. Which means this is basically the White House saying "we have the speculators' backs" 😂"  
[X Link](https://x.com/stocktalkweekly/status/1981170939166363864) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-23T01:28Z 349.7K followers, 3426 engagements


"@StockMarketNerd @fools_gd @spacanpanman I thought it was fake at first too but nope"  
[X Link](https://x.com/stocktalkweekly/status/1981177953850392922) [@stocktalkweekly](/creator/x/stocktalkweekly) 2025-10-23T01:56Z 349.7K followers, 2319 engagements