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[@RogueAnalysta](/creator/twitter/RogueAnalysta)
"After the truth from the Donald. 🔥 theme analysis - 1d 🔥 📈 TOP X THEMES * Rare earths +11.1% $TMQ (+61.6%) $CRML (+28.7%) $UUUU (+10.3%) * Batteries/lithium +4.6% $LAC (+19.2%) $SQM (+3.0%) $PLL (+1.9%) * Homebuilders +4.2% $LGIH (+7.2%) $HOV (+6.3%) $BLDR (+6.1%) * Batteries +4.0% $ABAT (+22.9%) $STEM (+16.2%) $FLNC (+16.1%) * Crypto/DC +4.0% $WULF (+10.4%) $CLSK (+9.7%) $IREN (+8.5%) 📉 BOTTOM X THEMES * Semis/memory -XXX% $WDC (-4.8%) $STX (-3.6%) $MU (-3.0%) * Cybersecurity -XXX% $RBRK (-6.0%) $CRWD (-3.9%) $ZS (-3.6%) * China -XXX% $NIO (-5.3%) $BIDU (-4.6%) $BILI (-3.5%) *"  
[X Link](https://x.com/RogueAnalysta/status/1978195039516873072) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-14T20:23Z XXX followers, 1338 engagements


"🔥 theme analysis - 1d 🔥 📈 TOP X THEMES * Solar +6.9% $SPWR (+17.9%) $ARRY (+13.5%) $FSLR (+8.9%) * Biotech/AI +6.7% $ABSI (+28.2%) $RXRX (+15.3%) $NRIX (+12.7%) * Biotech/gene +5.1% $RGNX (+9.3%) $NTLA (+8.5%) $BEAM (+7.0%) * Semis/equipment +5.0% $ICHR (+14.1%) $VPG (+11.4%) $AEHR (+7.2%) * Datacenters +4.1% $TGEN (+26.7%) $APLD (+7.8%) $PLXS (+7.4%) 📉 BOTTOM X THEMES * Rare earths -XXXX% $CRML (-24.2%) $UAMY (-21.2%) $TMQ (-20.2%) * Drones/defense -XXX% $DPRO (-11.1%) $ONDS (-8.6%) $MOB (-8.0%) * Insurance -XXX% $HRTG (-3.1%) $TRV (-2.2%) $CB (-2.2%) * Regional banks -XXX% $PNC (-3.9%)"  
[X Link](https://x.com/RogueAnalysta/status/1978564225275469938) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-15T20:50Z XXX followers, XXX engagements


"$KTOS at the 21ema. All smid defense/drones weak last 2-3 sessions. Let's see if we bounce or just roll over"  
[X Link](https://x.com/RogueAnalysta/status/1978568537196130719) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-15T21:07Z XXX followers, XXX engagements


"@Mike10947310 Probably cooling for soybeans. $TGEN"  
[X Link](https://x.com/RogueAnalysta/status/1978568831762079874) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-15T21:09Z XXX followers, XXX engagements


"🔥 theme analysis - 1d 🔥 📈 TOP X THEMES * Semis/memory +3.6% $WDC (+5.5%) $MU (+3.3%) $STX (+2.8%) * Biotech/AI +3.3% $GRAL (+14.9%) $GH (+6.2%) $SDGR (+5.8%) * Biotech/gene +1.9% $BEAM (+4.3%) $RGNX (+3.8%) $SRPT (+2.8%) * Software/enterprise +1.9% $CRM (+7.2%) $BRZE (+4.0%) $TEAM (+3.5%) * Pharma +1.5% $TOI (+5.2%) $BIIB (+2.6%) $GILD (+2.5%) 📉 BOTTOM X THEMES * Batteries -XXX% $ABAT (-28.6%) $GWH (-16.3%) $SES (-6.2%) * Crypto/DC -XXX% $HIVE (-9.8%) $CLSK (-8.7%) $WULF (-5.0%) * Rare earths -XXX% $USAR (-10.4%) $UAMY (-10.1%) $REEMF (-9.4%) * Quantum -XXX% $RGTI (-6.9%) $QBTS (-6.0%)"  
[X Link](https://x.com/RogueAnalysta/status/1978824901503930556) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-16T14:06Z XXX followers, 1663 engagements


"$KTOS relative strength vs some other names but sector weak overall"  
[X Link](https://x.com/RogueAnalysta/status/1978841524650574129) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-16T15:12Z XXX followers, XXX engagements


"Recent winners getting sold hard today 📉 BOTTOM X THEMES * Batteries -XXX% $ABAT (-28.6%) $GWH (-16.3%) $SES (-6.2%) * Crypto/DC -XXX% $HIVE (-9.8%) $CLSK (-8.7%) $WULF (-5.0%) * Rare earths -XXX% $USAR (-10.4%) $UAMY (-10.1%) $REEMF (-9.4%) * Quantum -XXX% $RGTI (-6.9%) $QBTS (-6.0%) $IONQ (-5.2%) * Insurance -XXX% $CB (-3.5%) $TRV (-3.4%) $AIG (-2.7%)"  
[X Link](https://x.com/RogueAnalysta/status/1978844534055281057) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-16T15:24Z XXX followers, XXX engagements


"$JBL so far RS today"  
[X Link](https://x.com/RogueAnalysta/status/1978905517322863036) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-16T19:26Z XXX followers, XX engagements


"$JBL 🧵 Some thoughts on this name. Recently lagged $CLS and $FLEX. Growth steady margins set to expand in coming years AI and robotics tailwind too. What they do + comps: EMS leader in AI/cloud (43% rev) diversified mfg (health/auto/consumer 57%). $30B FY25 rev. Vs FLEX/CLS: Deeper AI moat lower EV/Sales (0.8x). Vs TEL/APH: Cheaper entry to hyperscalers but lower margins (5.8% op). Recent results: Q4 FY25: $8.3B rev (+10% YoY beat) AI rev $9B (+61%). Core EPS $XXXX (beat). FY25 end-markets: Cloud/Data +61% to $7.4B. New: J-422G AI servers launch at OCP Summit; Axiado collab for secure"  
[X Link](https://x.com/RogueAnalysta/status/1978737018289926454) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-16T08:17Z XXX followers, XXX engagements


"Drones + Quantum loosing it atm $DPRO $ONDS $QBTS $CCCX"  
[X Link](https://x.com/RogueAnalysta/status/1978841030494478768) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-16T15:10Z XXX followers, 1518 engagements


"🔥 theme analysis - 1w 🔥 📈 TOP X THEMES * Homebuilders +5.3% $SKY (+13.8%) $CVCO (+12.4%) $GRBK (+7.0%) * Biotech/AI +3.9% $ABSI (+23.8%) $ATAI (+19.4%) $PSNL (+10.9%) * Staples/home +3.4% $WMT (+5.5%) $DLTR (+4.2%) $TGT (+4.0%) * Semis/memory +3.3% $WDC (+6.2%) $MU (+5.0%) $STX (+2.7%) * Medtech +2.5% $RXST (+8.9%) $ZBH (+7.2%) $BSX (+4.5%) 📉 BOTTOM X THEMES * Drones/defense -XXXX% $DPRO (-31.6%) $ONDS (-29.6%) $RCAT (-23.7%) * Rare earths -XXXX% $UAMY (-33.0%) $NB (-28.4%) $USAR (-28.3%) * Quantum -XXXX% $IONQ (-23.3%) $CCCX (-18.7%) $SKYT (-18.3%) * Batteries/lithium -XXX% $LAC (-19.5%)"  
[X Link](https://x.com/RogueAnalysta/status/1980010158940950557) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-19T20:36Z XXX followers, XX engagements