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[@valeriscapital](/creator/twitter/valeriscapital)
"Total Return -XXXX% (equal-weight) Leaders - $CLSK +14% (memory demand surge) - $SEI +12% (energy play) Laggards - $LITE -XX% (solar weakness) - $WBD -XX% (media consolidation) Standouts - $NVDA -X% (throne unshaken) 3/4"  
[X Link](https://x.com/valeriscapital/status/1977113352511074633) [@valeriscapital](/creator/x/valeriscapital) 2025-10-11T20:45Z XX followers, XXX engagements


"1/4 Weekly Stock Picks Recap: Oct 1317 2025 Our picks weathered midweek volatility as tariff rhetoric cooled portfolio closed XXXX% vs $SPY with strength in select semis and energy infra plays offsetting tech weakness. #StockPicks #Markets #AI Not financial advice. For informational and educational purposes only"  
[X Link](https://x.com/valeriscapital/status/1979744516228939859) [@valeriscapital](/creator/x/valeriscapital) 2025-10-19T03:00Z XX followers, XX engagements


"3/4 Portfolio Breakdown: Total Return: +1.4% (equal-weight). Leaders: $TVTX (+8.5%) biotech strength $MU (+6.1%) memory rebound $SOUN (+6.1%) AI resilience. Laggards: $APLD (5.9%) and $CLSK (3.5%) fade after strong prior week. Standouts: $SEI (+5.5%) energy infra momentum $NVDA (2.5%) steady under pressure"  
[X Link](https://x.com/valeriscapital/status/1979744520192524448) [@valeriscapital](/creator/x/valeriscapital) 2025-10-19T03:00Z XX followers, XXX engagements