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[@mark_to_mkt](/creator/twitter/mark_to_mkt)
"$INTC earnings next week; the numbers dont matter as much as the roadmap. Flagging under pivot. Move looks far from over"  
[X Link](https://x.com/mark_to_mkt/status/1979597957214453796) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T17:18Z 1263 followers, 2482 engagements


"$MRVL Broadcom established that ASICs arent dead. With TPUs $GOOGL owns its stack; $MSFT is going to want to own its stack too. Maia X at scale is an infection point for Marvell. R/S line held. Continues to look bullish"  
[X Link](https://x.com/mark_to_mkt/status/1979604011021185157) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T17:42Z 1263 followers, XXX engagements


"$TOST some stocks showing fears of recession in the non-AI economy"  
[X Link](https://x.com/mark_to_mkt/status/1973949537229386218) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-03T03:13Z 1259 followers, XXX engagements


"$HPE flag setup going into Wednesday Oct. 15th analyst meeting; company should issue an updated guidance framework after Juniper Networks acquisition"  
[X Link](https://x.com/mark_to_mkt/status/1975420107724579270) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-07T04:37Z 1259 followers, XXX engagements


"$TOST fell down through the May earnings gap and well below the 200D"  
[X Link](https://x.com/mark_to_mkt/status/1977036868559777935) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-11T15:41Z 1259 followers, XXX engagements


"$NRG moved with $GEV today. Weekly getting tighter. Multi-month base. Favorite setup at the moment. Added here today"  
[X Link](https://x.com/mark_to_mkt/status/1977900930143326399) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-14T00:55Z 1262 followers, XXX engagements


"$VST setting up like $NRG"  
[X Link](https://x.com/mark_to_mkt/status/1977908016138928444) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-14T01:23Z 1262 followers, XXX engagements


"$INTC every dip being bought"  
[X Link](https://x.com/mark_to_mkt/status/1978542997353726074) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-15T19:26Z 1262 followers, 1746 engagements


"$TAN solar breaking out today. China policy to address oversupply should keep a bid under these"  
[X Link](https://x.com/mark_to_mkt/status/1978558439740821579) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-15T20:27Z 1262 followers, XXX engagements


"$BMNR still the best looking setup in my scans; needs crypto to recover after Fridays flash crash but these setups dont usually fail in a bull market"  
[X Link](https://x.com/mark_to_mkt/status/1978645459116941708) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-16T02:13Z 1259 followers, XXX engagements


"$SMR HVE candle; didnt fade like the rest of nuclear"  
[X Link](https://x.com/mark_to_mkt/status/1978671460366635440) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-16T03:56Z 1262 followers, XXX engagements


"$NRG the setup keeps getting better in this energy name with real participation in data centers"  
[X Link](https://x.com/mark_to_mkt/status/1978674073786884121) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-16T04:07Z 1259 followers, XXX engagements


"$AMAT flag breakout today; semi onshoring name"  
[X Link](https://x.com/mark_to_mkt/status/1978682985428971810) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-16T04:42Z 1260 followers, XXX engagements


"$FIG looks constructive after the OpenAI announcement surge and flash crash fade"  
[X Link](https://x.com/mark_to_mkt/status/1978683827599049043) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-16T04:46Z 1259 followers, XXX engagements


"$SOPH SOPHiA GENETICS Launches AI-Powered Digital Twins to Enhance Intelligent Decision-Making in Oncology"  
[X Link](https://x.com/mark_to_mkt/status/1978788721093955858) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-16T11:42Z 1259 followers, XXX engagements


"$XAR (aerospace and defense) looks great on the weekly"  
[X Link](https://x.com/mark_to_mkt/status/1966150186083975250) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-09-11T14:41Z 1261 followers, XXX engagements


"$HSTECH have positions in Chinese data center plays $KC $GDS $VNET but given this chart need more Chinese tech exposure"  
[X Link](https://x.com/mark_to_mkt/status/1967389365019333074) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-09-15T00:45Z 1261 followers, XXX engagements


"$NRG natural gas stock setting up on the weekly; has a partnership with $GEV. Natural gas stocks and solar look like areas where the AI data center energy trade may move as nuclear stocks do a reset"  
[X Link](https://x.com/mark_to_mkt/status/1971947088624914663) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-09-27T14:36Z 1261 followers, XXX engagements


"$BKR oilfield services company; new 52-week high"  
[X Link](https://x.com/mark_to_mkt/status/1971966372638064974) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-09-27T15:53Z 1261 followers, XXX engagements


"$NRG $EQT $ET $GEV $LBRT"  
[X Link](https://x.com/mark_to_mkt/status/1972325875296411929) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-09-28T15:41Z 1262 followers, XXX engagements


"$TER monthly; not talked about enough. Critical to semi onshoring goals and also in the industrial automation/robot space"  
[X Link](https://x.com/mark_to_mkt/status/1973225920770252809) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-01T03:18Z 1261 followers, XXX engagements


"$NRG favorite setup into next week; natural gas company with $GEV joint venture to build X GW of power to be supplied to ERCOT and PJM"  
[X Link](https://x.com/mark_to_mkt/status/1973942114464780452) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-03T02:44Z 1261 followers, XXX engagements


"$GPN breaking months-long downtrend (Nov. 24). Another fintech co"  
[X Link](https://x.com/mark_to_mkt/status/1975798774225359222) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-08T05:41Z 1261 followers, XXX engagements


"$NRG continues to wick off the weekly 8EMA; getting tighter near the top of a multi-week base. Started a position. I think natural gas closes the year strong. $GEV partnership makes this one a priority add"  
[X Link](https://x.com/mark_to_mkt/status/1976103812063690918) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-09T01:53Z 1261 followers, XXX engagements


"$CLS monthlong flag. Ethernet-based switching leader. Would like to see it tighten up before breakout"  
[X Link](https://x.com/mark_to_mkt/status/1976109540619030618) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-09T02:16Z 1261 followers, XXX engagements


"$AUR $AMZN $LYFT"  
[X Link](https://x.com/mark_to_mkt/status/1976334276053602678) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-09T17:09Z 1261 followers, XXX engagements


"$SPG lost the 50D yesterday"  
[X Link](https://x.com/mark_to_mkt/status/1977034979587899586) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-11T15:34Z 1261 followers, XX engagements


"$RCAT is a scam but the technical trade is there"  
[X Link](https://x.com/mark_to_mkt/status/1977857954780180539) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-13T22:04Z 1257 followers, XXX engagements


"$TEM $SDGR $SOPH $RXRX $ABCL should all move on this"  
[X Link](https://x.com/mark_to_mkt/status/1978778092521877725) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-16T11:00Z 1261 followers, XXX engagements


"$GH AI precision medicine is a potential budding theme"  
[X Link](https://x.com/mark_to_mkt/status/1978877085700755683) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-16T17:33Z 1261 followers, XXX engagements


"$LBRT PEG and back above the 200D"  
[X Link](https://x.com/mark_to_mkt/status/1979206391551475916) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-17T15:22Z 1261 followers, XXX engagements


"$FSLR tried to breakout this week on China policy but pullback in macro weakness. The longer it consolidates under the pivot the better. Still think a big move is setting here"  
[X Link](https://x.com/mark_to_mkt/status/1979596292449022097) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T17:11Z 1262 followers, XX engagements


"$AMD flagging above gap up"  
[X Link](https://x.com/mark_to_mkt/status/1979604917619982582) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T17:46Z 1259 followers, XXX engagements


"$PR Permian Basin oil and gas company with $XLE seeing strong moves"  
[X Link](https://x.com/mark_to_mkt/status/1970692142403330547) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-09-24T03:29Z 1259 followers, XXX engagements


"$LNG tight setup in natural gas producer"  
[X Link](https://x.com/mark_to_mkt/status/1971955376796148117) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-09-27T15:09Z 1257 followers, XXX engagements


"$BLDP fuel cell company with $MSFT $CAT partnership and DOE funding on backup systems for data centers. Moved with $PLUG; hot sector right now with $BE leading. $FUEL the only other name. Has quantum stock potential given the short interest and limited names to trade"  
[X Link](https://x.com/mark_to_mkt/status/1974469837071307008) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-04T13:41Z 1259 followers, XXX engagements


"$LUMN flag breakout"  
[X Link](https://x.com/mark_to_mkt/status/1975204813177864228) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-06T14:21Z 1259 followers, XXX engagements


"$ASPN blast from the past; energy infrastructure name"  
[X Link](https://x.com/mark_to_mkt/status/1978463667667755253) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-15T14:11Z 1259 followers, XXX engagements


"$WULF found support at the 21D"  
[X Link](https://x.com/mark_to_mkt/status/1979363337361330452) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T01:46Z 1257 followers, XXX engagements


"$AMAT not selling off and continuing to flag"  
[X Link](https://x.com/mark_to_mkt/status/1979367083571056695) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T02:01Z 1259 followers, XXX engagements


"$AMAT flagging under pivot after gap ups; semi manufacturing onshoring beneficiary"  
[X Link](https://x.com/mark_to_mkt/status/1979602017804005777) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T17:34Z 1259 followers, XX engagements


"$ASML looks a lot like $AMAT; flagging above gap ups"  
[X Link](https://x.com/mark_to_mkt/status/1979604255851036950) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T17:43Z 1259 followers, XX engagements


"$ORA flagging near top of resistance; Nevada-based geothermal company. One of the few ways to play geothermal energy in public markets. Market seems to be waking up to the fact that data center companies are looking for diversified solutions not just SMRs and nuclear"  
[X Link](https://x.com/mark_to_mkt/status/1971967294093103389) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-09-27T15:56Z 1263 followers, XXX engagements


"$FCEL $BLDP $PLUG fuel cell all names setting up to follow $BE"  
[X Link](https://x.com/mark_to_mkt/status/1977908864583672185) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-14T01:26Z 1263 followers, XXX engagements


"$PLUG didnt take off today with $BLDP and $FCEL. Wonder if the late 2025 timeline has been pushed back"  
[X Link](https://x.com/mark_to_mkt/status/1978275452302021086) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-15T01:43Z 1263 followers, 1149 engagements


"$MRVL the only semi other than $QCOM that hasnt moved this year. Resistance has become support"  
[X Link](https://x.com/mark_to_mkt/status/1978673061126869262) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-16T04:03Z 1263 followers, 2619 engagements


"$INTC the fill the fab announcement everyone knows is coming likely takes it to $XX by EOY"  
[X Link](https://x.com/mark_to_mkt/status/1978677666245964215) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-16T04:21Z 1263 followers, 4747 engagements


"$DQ biggest beneficiary of China solar policy; getting orderly and setting up on the weekly"  
[X Link](https://x.com/mark_to_mkt/status/1979596691058938334) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T17:13Z 1263 followers, XX engagements


"$LRCX same look as $AMAT $ASML; onshoring trade consolidating above gap ups. Bullish"  
[X Link](https://x.com/mark_to_mkt/status/1979604636119253067) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T17:44Z 1263 followers, XXX engagements


"$IQV one of the largest global de-identified healthcare patient record sets (1.2B+). And is partnered with $NVDA to produce AI agents optimized for life sciences workflows. Oh and the chart looks orderly and shows accumulation"  
[X Link](https://x.com/mark_to_mkt/status/1979914972869402879) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-19T14:18Z 1263 followers, XXX engagements


"$VEEV life science CRM also in the agentic space. Recently tried to breakout of this large earnings flag. Showing clear signs of accumulation"  
[X Link](https://x.com/mark_to_mkt/status/1979919087896568292) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-19T14:34Z 1263 followers, XXX engagements


"$GEHC chart needs work but they have one of the largest diagnostic testing data sets. The breakthroughs in agentic radiology may come in large part from their data"  
[X Link](https://x.com/mark_to_mkt/status/1979930918954631432) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-19T15:21Z 1263 followers, XX engagements


"$AAOI smaller optics player ($1.7B market cap) that competes with $LITE $COHR $MRVL (through InnoLight) and $HPE (through Juniper) and $CIEN. Traditionally lower margin hardware business so adding software might help their mix. Market seems to like the new strategy"  
[X Link](https://x.com/mark_to_mkt/status/1965851574787621140) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-09-10T18:55Z 1263 followers, XXX engagements


"$TCOM breaking out of an earnings flag"  
[X Link](https://x.com/mark_to_mkt/status/1968141927745982581) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-09-17T02:36Z 1263 followers, XXX engagements


"Looked a little deeper into semi equipment secondary names (and plan to do more research this weekend as this theme is showing real potential). X stood out: $VECO $ACLS $CAMT. Other names of interest: $KLIC $UCTT $FORM $AEHR"  
[X Link](https://x.com/mark_to_mkt/status/1971988519427232007) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-09-27T17:21Z 1261 followers, XXX engagements


"$CAMT posted about it over the weekend; supplies inspection for semis; part of the onshoring trade"  
[X Link](https://x.com/mark_to_mkt/status/1973943492788527400) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-03T02:49Z 1261 followers, XXX engagements


"$PLUG $BLDP $FUEL everyone trying to hunt down the next fuel cell winner"  
[X Link](https://x.com/mark_to_mkt/status/1974145962869486038) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-03T16:14Z 1260 followers, XXX engagements


"$HPE ATHs and still gets very little mention"  
[X Link](https://x.com/mark_to_mkt/status/1976482099403309502) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-10T02:57Z 1261 followers, XXX engagements


"$HSI $HSTECH sending a very different signal about the trade war"  
[X Link](https://x.com/mark_to_mkt/status/1977580876331368709) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-13T03:43Z 1263 followers, XXX engagements


"$HSI this doesnt scream trade war is over. Be careful buying any morning gap ups. Has some 🐂🪤 potential"  
[X Link](https://x.com/mark_to_mkt/status/1977584730406342825) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-13T03:58Z 1259 followers, XXX engagements


"Solar should pop tomorrow on this. $TAN $FSLR $SEDG $SHLS $NXT $RUN $DQ $JKS"  
[X Link](https://x.com/mark_to_mkt/status/1977925923547885605) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-14T02:34Z 1261 followers, XXX engagements


"$ASPN started a position today; has a data center angle for heat management of natural gas systems. Previous two 10/21 crosses led to multi-month uptrends (green dots)"  
[X Link](https://x.com/mark_to_mkt/status/1978650665246417396) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-16T02:34Z 1263 followers, XXX engagements


"$SERV nearing price discovery; deals now with $DASH $UBER with third generation delivery robots being tested and Midwest expansion"  
[X Link](https://x.com/mark_to_mkt/status/1978670674987385043) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-16T03:53Z 1259 followers, XXX engagements


"Very likely $MSFT Maia X designed with $MRVL"  
[X Link](https://x.com/mark_to_mkt/status/1979209408161943874) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-17T15:34Z 1261 followers, XXX engagements


"$GLXY $35-36 retest would be a great spot to position off of"  
[X Link](https://x.com/mark_to_mkt/status/1979364681400848484) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T01:51Z 1261 followers, XXX engagements


"$VRT also not selling off and flagging"  
[X Link](https://x.com/mark_to_mkt/status/1979367281517035564) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T02:01Z 1261 followers, XXX engagements


"$GH cup and handle on the weekly; everyone focuses on $TEM but Guardant is another AI precision medicine name"  
[X Link](https://x.com/mark_to_mkt/status/1979380710864814181) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T02:55Z 1263 followers, XXX engagements


"$MU flagging for maybe one more move higher"  
[X Link](https://x.com/mark_to_mkt/status/1979392979338170775) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T03:43Z 1261 followers, XXX engagements


"$LBRT PEG list; bodes well for names like $NRG"  
[X Link](https://x.com/mark_to_mkt/status/1979594743853326641) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T17:05Z 1263 followers, XXX engagements


"$NRG still my favorite setup. Getting more orderly on the weekly. Earnings could send this one"  
[X Link](https://x.com/mark_to_mkt/status/1979595685130551567) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T17:09Z 1261 followers, XXX engagements


"$GLW consolidating pre-earnings"  
[X Link](https://x.com/mark_to_mkt/status/1979607819428200717) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T17:57Z 1263 followers, XXX engagements


"@dontgiveafu_c_k $MU is usually the last to report but the Mags all report over the next two weeks. Those will drive the direction of the market"  
[X Link](https://x.com/mark_to_mkt/status/1979609219902161060) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T18:03Z 1261 followers, XX engagements


"@samsolid57 Great list Id add $AMAT $LRCX $KLAC"  
[X Link](https://x.com/mark_to_mkt/status/1979622062198321187) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-18T18:54Z 1261 followers, XXX engagements


"$BTC ugly couple weeks for crypto but zoom out"  
[X Link](https://x.com/mark_to_mkt/status/1979699683846152408) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-19T00:02Z 1263 followers, XXX engagements


"$TACO $XACO coming. $NVDA $AMD $INTC $QCOM"  
[X Link](https://x.com/mark_to_mkt/status/1979966168145473790) [@mark_to_mkt](/creator/x/mark_to_mkt) 2025-10-19T17:41Z 1263 followers, XXX engagements