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[@PalmerSadlowski](/creator/twitter/PalmerSadlowski)
"Swing Trade Idea: Coursera -- $COUR 🎯 -- $XXXXX 🛑 -- $10.31"  
[X Link](https://x.com/PalmerSadlowski/status/1970291985387815290) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-09-23T00:59Z XXX followers, XXX engagements


"$MTZ a leading infrastructure & construction firm specializing in energy & power generation. The technical setup shows a strong uptrend supported by consecutive bullish flag formations suggesting sustained momentum. 🎯-- $XXX and $XXX attractive at only $16b MC"  
[X Link](https://x.com/PalmerSadlowski/status/1978173966482080249) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-10-14T19:00Z XXX followers, XXX engagements


"$XYL unique infrastructure play for Ai buildout. Every facet of these processes need water 💧 These partnerships will start to become common as water becomes an ever-more coveted commodity"  
[X Link](https://x.com/PalmerSadlowski/status/1965743019883389057) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-09-10T11:43Z XXX followers, XXX engagements


"Equity Deep Dive 🧵 Valero Energy Corp $VLO As one of the largest refiners of gasoline & diesel Valero is in the "sweet spot" due to their ability to win up and down the cost curve of crude oil.especially as refined product supply continues to tighten"  
[X Link](https://x.com/PalmerSadlowski/status/1969134088448626763) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-09-19T20:18Z XXX followers, XXX engagements


"Industrials name to keep an eye on: Generac $GNRC 🔋🔋 Shortage of large-scale generators = perfect storm with rising demand for backup power Recent Q2 call ".backlog for large MW generators rising globally" Over 1/2 factories domestic.skirt tariff bottlenecks"  
[X Link](https://x.com/PalmerSadlowski/status/1970604991183519919) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-09-23T21:43Z XXX followers, XXX engagements


"Trade Idea -- $DUK Duke Energy Already OW electricity + power generation Duke Energy looks ripe to break past previous ATH of $XXXXXX . PRICE TARGET at $130.00+"  
[X Link](https://x.com/PalmerSadlowski/status/1970849913773899989) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-09-24T13:56Z XXX followers, XXX engagements


"$VLO Valero continues its upward climb"  
[X Link](https://x.com/PalmerSadlowski/status/1971575758062510488) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-09-26T14:01Z XXX followers, XXX engagements


"It's easy to see why refiners such as $VLO $DINO $PSX & $DK have been outperforming the SP500 YTD. At these margins via the 3-2-1 crack spread refiners are pumping profits . at $23.57/bbl of #crude"  
[X Link](https://x.com/PalmerSadlowski/status/1971603040538083788) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-09-26T15:49Z XXX followers, XXX engagements


"Why I am OW $ET Energy Transfer LP 🧵 Its operations revolve around transporting storing energy natural gas crude oil & refined products. Over XX% of the US electricity is produced by Natural Gas -- $ET sits right in the middle of the value chain as the transporter"  
[X Link](https://x.com/PalmerSadlowski/status/1973738342119506300) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-10-02T13:14Z XXX followers, XXX engagements


"Why we are entering $TER Teradyne 🧵 It all starts with the DDR5 the backbone for memory in AI servers & their recent price surge. This is signaling a broader market theme to pay attention to -- supply is not keeping pace with the hyperscaler + AI buildout demand"  
[X Link](https://x.com/PalmerSadlowski/status/1974190716541960400) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-10-03T19:12Z XXX followers, XXX engagements


"With an equal-weighted basket of refiners $VLO $MPC $PSX $CVI $DK & $DINO returning +50% YTD its easy to see why we remain OW distillates especially #heatingoil Refiners will continue to enjoy high oil product prices into XX & beyond as geopolitical risks rise"  
[X Link](https://x.com/PalmerSadlowski/status/1975521399717413174) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-10-07T11:19Z XXX followers, XXX engagements


"Spoke on $UAMY a couple days back . up +25% since News of China tightening rare earth export controls for defense and semiconductor use -- making it ever more apparent that the United States needs $UAMY & their antimony mining"  
[X Link](https://x.com/PalmerSadlowski/status/1976261971931701503) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-10-09T12:22Z XXX followers, 4110 engagements


"$GNRC -- posted about this thematic a couple of weeks back. Sneaky play in the infrastructure space. Every data center will need high-wattage generators as compute cannot afford to lapse"  
[X Link](https://x.com/PalmerSadlowski/status/1978170032929525807) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-10-14T18:44Z XXX followers, XXX engagements


"$UAMY -- why I think this XX% retrace may be a compelling swing entry. Fib anchor placed at $XXXX breakout low -- where the "breakout" & momentum began If the $XXXXX range holds you could see a bounce with the a trendline + b XX% Fib mark offering compelling confluence"  
[X Link](https://x.com/PalmerSadlowski/status/1978931733132107843) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-10-16T21:11Z XXX followers, 1149 engagements


"$ALAB -- one of the stocks worth nibbling at given the recent pullback . for the following reasons below. See $XXX as a compelling entry point for this that missed the first run Astera's product roadmap aligns perfectly with the continual buildout of Ai workloads"  
[X Link](https://x.com/PalmerSadlowski/status/1979159732658061632) [@PalmerSadlowski](/creator/x/PalmerSadlowski) 2025-10-17T12:17Z XXX followers, XX engagements