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[@BretRosenthal](/creator/twitter/BretRosenthal)
"MICROSTRATEGY $MSTR ANNOUNCES IPO OF X MLN SHARES OF STRC STOCK"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947387785423548824) 2025-07-21 20:06:43 UTC 2724 followers, XXX engagements


"$CLF Cleveland-Cliffs Q2 2025 Earnings Call Guidance (10.31 +0.83) Q3 costs expected to be down another $XX per ton from Q2 with further reductions in Q4. Full-year 2025 costs expected to be down $XX per ton relative to 2024. EBITDA expected to improve from Q2 to Q3. Shipments in Q3 expected to be similar to Q2 at 4.3M tons"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947291723593310295) 2025-07-21 13:45:00 UTC 2724 followers, XXX engagements


"$XLV White House announces regulatory relief for certain stationary sources to promote American security with respect to sterile medical equipment Release (potential related stocks: $ABT $MDT $SYK $ISRG $BSX)"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1946178239182852192) 2025-07-18 12:00:25 UTC 2725 followers, XXX engagements


"ARMR Axiom Never chase a turnaround story The stock will hit overhead as the ship turns and buying the weakness will be rewarded $CLF"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947301839034020292) 2025-07-21 14:25:12 UTC 2724 followers, XXX engagements


"Archer vs. Joby : Aviation Stocks $JOBY EXPLODED Higher Will $ACHR #ACHR #ArcherAviation #JOBY #JobyAviation #StockAnalysis #AviationStocks #StockMarket #Investing #Finance #Trading"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945898111374660000) 2025-07-17 17:27:17 UTC 2724 followers, 1107 engagements


"$DNN +1.4% (Announces Additional High-Grade Uranium Mineralization Discovered at McClean South)"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947269436349530611) 2025-07-21 12:16:26 UTC 2724 followers, XXX engagements


"$DOCS upgraded to Outperform from In Line at Evercore ISI tgt $70"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1942926292489232892) 2025-07-09 12:38:20 UTC 2724 followers, XXX engagements


"all I can say is WOW $MP Long $METC #StocksToWatch"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945130482213023786) 2025-07-15 14:37:00 UTC 2724 followers, 1639 engagements


"CRYPTO House procedural vote on cryptocurrency legislation fails by a vote 196-222 Related stocks: #BTC $BITO $HOOD $MSTR $COIN $HOOD $CRCL $SOFI $IBKR"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945192757850480847) 2025-07-15 18:44:28 UTC 2723 followers, XXX engagements


"A review of why we are Long $ACHR in under 3min Related $JOBY"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1946654733445300348) 2025-07-19 19:33:50 UTC 2723 followers, XXX engagements


"Still wondering why $CPER #COPPER weekly chart looks like this @Grok3 Copper Requirements for Colossus X The copper requirements for xAI's Colossus X with GB200 servers are substantial due to the scale of the supercomputer and the reliance on copper-based NVLink and Ethernet interconnects: NVLink Copper Usage:Each GB200 NVL72 rack uses over 5000 copper cables primarily coaxial cables for NVLink with an estimated total length of over X miles (3.2 km) per For larger configurations like NVL36x2 (dual-rack) the copper cable count increases significantly with XXX ACC cables and XXX DensiLink"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947721257937494213) 2025-07-22 18:11:49 UTC 2723 followers, XXX engagements


"$SPY $DIA $QQQ $IWM etc usually trade tariff selloffs have a shelf life of no more than XX min lets see what happens today this could set up a ARMR Carry trade $SPXL"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1938656468825448516) 2025-06-27 17:51:35 UTC 2721 followers, XXX engagements


"🤔👇 $IIPR next ex-dividend date for Innovative Industrial Properties Inc. (IIPR) is June XX 2025 with a dividend payment of $XXXX per share payable on July XX 2025"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1937938633165570471) 2025-06-25 18:19:09 UTC 2723 followers, XXX engagements


"$CLF +1.2% (upgraded to Overweight from Sector Weight at KeyBanc)"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947641196462915978) 2025-07-22 12:53:41 UTC 2723 followers, XX engagements


"@MomchilB got to put $XHB $NAIL on the Whiteboard after reaction to $DHI eps today the puck is moving to materials / commodities etc"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947718230962798751) 2025-07-22 17:59:47 UTC 2723 followers, XX engagements


"$DOCS running on the upgrade #StocksToWatch"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1942950672468529370) 2025-07-09 14:15:13 UTC 2723 followers, XXX engagements


"$SPY $QQQ $RSP $QQQE etc weakness will be $AAPL strength as money rotates into a place to hide #investing"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945487554792337699) 2025-07-16 14:15:53 UTC 2724 followers, XXX engagements


"$BMY Bristol-Myers supplemental New Drug Application (sNDA) for Sotyktu (deucravacitinib) for the treatment of adults with active psoriatic arthritis accepted for review across four regions globally (47.36 )"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947269327251497126) 2025-07-21 12:16:00 UTC 2725 followers, XXX engagements


"Coal Stocks: Why Peabody Energy Could Explode Soon $BTU $METC #CoalStocks #METC #PeabodyEnergy #RareEarth #StockMarket #InvestmentStrategy #Dividends #FinancialAnalysis #Utilities #BTU"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1944050022909186544) 2025-07-12 15:03:38 UTC 2723 followers, 1368 engagements


"3:30 update for all armrInsiders Lot's to discuss and maybe not what you think So get on the ARMR Slack trading desk ASAP covering $ACHR $CIEN $QBTS $CCJ $UUUU $UEC $MSTR $ARKB $AAPL $GOOGL $METC and more"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945570355541610569) 2025-07-16 19:44:54 UTC 2724 followers, XXX engagements


"Started Long $MTEC under $XX And after this week. Long $BTU $CNR $HCC Reward vs Risk from here looks ideal 🧐👇 @eliant_capital"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1946586703071715776) 2025-07-19 15:03:30 UTC 2725 followers, XXX engagements


"$MO assumed with an Underperform at Jefferies tgt $50"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1942926192794824741) 2025-07-09 12:37:56 UTC 2724 followers, XXX engagements


"$DOW Dow: White House announces regulatory relief for certain stationary sources to promote American chemical manufacturing security Release (potential related stocks: $DOW $WLKP $CE $HUN)"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1946178322951483656) 2025-07-18 12:00:45 UTC 2725 followers, XXX engagements


"Got on $UUUU $UEC yesterday morning to go along with $METC position And they are looking good again today 3min charts below #StocksToWatch"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945126880421572934) 2025-07-15 14:22:41 UTC 2724 followers, XXX engagements


"$EQT EQT Corp. shares higher by X% ahead of Pennsylvania Energy and Innovation Summit with President Trump and Senator David McCormick tomorrow (57.82 +2.50)"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1944833671862554792) 2025-07-14 18:57:35 UTC 2723 followers, XXX engagements


"$CLF Cleveland-Cliffs beats by $XXXX misses on revs (9.48 ) Reports Q2 (Jun) loss of $XXXX per share excluding non-recurring items $XXXX better than the FactSet Consensus of ($0.71); revenues rose XXX% year/year to $XXXX bln vs the $XXXX bln FactSet Consensus. Outlook - The Company updated previously guided expectations for the full-year 2025 as follows: Capital expenditures of approximately $XXX million from its previous expectation of $XXX million Selling general and administrative expenses of approximately $XXX million from its previous expectation of approximately $XXX million Steel unit"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947269277184123130) 2025-07-21 12:15:48 UTC 2723 followers, XXX engagements


"$XLE Interior Department revises guidelines to speed up plugging of orphaned oil and gas wells Release (potential related stocks: $XOM $CVX $BP $SHEL $OXY $COP $DVN $XLE $USO)"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1946178132949471491) 2025-07-18 11:59:59 UTC 2724 followers, XXX engagements


"Shared this Short X weeks ago Hope it helped you 😘🤑 $METC Ready to join us on the desk"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945131313800859725) 2025-07-15 14:40:18 UTC 2724 followers, XXX engagements


"Pentagon says its investment in $MP will ensure a near-term market for rare earths. It also plans to keep working with companies across the supply chain to secure a reliable resilient U.S. supply according to a U.S. Defense official. Soon we get the Pent $METC $UUUU investment news 🤑😘"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945179738487525795) 2025-07-15 17:52:44 UTC 2725 followers, XXX engagements


"$VZ Verizon beats by $XXXX beats on revs; raises bottom end of FY25 EPS guidance (40.84 -0.11) Reports Q2 (Jun) earnings of $XXXX per share excluding non-recurring items $XXXX better than the FactSet Consensus of $1.19; revenues rose XXX% year/year to $XXXX bln vs the $XXXXX bln FactSet Consensus. Wireless service revenue in second-quarter 2025 was an industry-leading $XXXX billion up XXX percent year-over-year. Wireless equipment revenue of $XXX billion in second-quarter 2025 up XXXX percent year-over-year. Co issues raised guidance for FY25 sees EPS of +1-3% yr/yr from flat to +3% prior"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947269386097578380) 2025-07-21 12:16:14 UTC 2725 followers, XX engagements


"Where's that guy who told me $XXXX was the "correct" entry price for $UUUU Said my trendline drawing skills needed work I assume you are loading up now & I just wanted to say. Thanks for marking up our portfolio 😘 Technical analysis is an art not a science & you are chatting with Vincent 🙇♂"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945496597942747205) 2025-07-16 14:51:49 UTC 2723 followers, XXX engagements


"$BWXT BWX Technologies announces $XXX billion in contracts for naval nuclear reactor components (139.85)"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945822505546961338) 2025-07-17 12:26:51 UTC 2724 followers, XXX engagements


"Pharma leading today $PFE $GILD $ABBV And $BMY #StocksToBuy"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1942598661739086302) 2025-07-08 14:56:27 UTC 2724 followers, XXX engagements


"Alpha is shifting to commodities / materials $CLF $BTU $CNR $HCC $DOW $XHB $NAILS $CCJ $UUUU $UEC $METC $CPER $NUGT $AGQ $UGL and if you are not on it perhaps this would help"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947731023434776737) 2025-07-22 18:50:37 UTC 2723 followers, XXX engagements


"VZ Verizon Communications Inc. Q2 2025 Earnings Call Guidance (41.77 +0.97) Adjusted EBITDA growth for full year: XXX% to XXX% an increase of approximately $125M at the midpoint Adjusted EPS growth: X% to X% Free cash flow guidance for 2025: $19.5B to $20.5B driven by an estimated benefit of $1.5B to $2B from tax legislation"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947291631452921981) 2025-07-21 13:44:38 UTC 2724 followers, XXX engagements


"$METC $UUUU $UEC $QBTS $SN $ALAB $ACHR $RBLX These are positions in our ARMR IG Innovative Growth portfolio Truth. When we start making this kind of money In the past it means we are near a top Keep expectations firmly grounded Manage Stops with care and discipline Stop adding new investments Enjoy the ride"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945906639292203410) 2025-07-17 18:01:10 UTC 2725 followers, XXX engagements


"#StocksToWatch on our Whiteboard $SOFI downgraded to Market Perform from Outperform at Citizens JMP $FTI downgraded to Neutral from Buy at BTIG Research"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1944739537952883147) 2025-07-14 12:43:32 UTC 2724 followers, XXX engagements


"If $XLU closes at or above the green box Then I believe every portfolio I manage must have an allocation to utilities either $XLU direct or $AEP $SO $D $NEE & maybe $DUK #investing"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1946220737049616439) 2025-07-18 14:49:17 UTC 2724 followers, XXX engagements


"Our new $BTU $CNR $HCC positions to go along with $METC should like this.👇🧐"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947240107766956052) 2025-07-21 10:19:54 UTC 2725 followers, XXX engagements


"📣 ALERT 📢 I'm realigning ARMR Flagship to book gains on extended ARMR IG positions ex removed $ODD yesterday $DOCS today and build more ARMR TD materials Top #StocksToWatch $PSLV $UGL $AGQ $BTU $CNR $HCC $NUE $CLF $DOW etc"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1946221294489395545) 2025-07-18 14:51:30 UTC 2725 followers, XXX engagements


"$METC Hitting the target price shared in this Short vid X weeks ago From $10ish to $22+ in X weeks Ready to join us Want to know what we are buying/Selling today as we manage our Virtual Hedge Fund together Here is a good place to begin"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945159205356249414) 2025-07-15 16:31:08 UTC 2724 followers, XXX engagements


"Calling all Insiders Join us on the Slack trading desk 2:30 update Lets have an important conversation about risk management On a day that we are experiencing unreal upside in several ARMR IG positions. Add $BTU $CNR to the list of. $METC $UUUU $UEC $QBTS $SN $ALAB $PLTR $CCJ $ACHR $RBLX"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945914085805051982) 2025-07-17 18:30:46 UTC 2724 followers, XXX engagements


"every day we get one of these headlines and $SP Y$QQQ $IW etc swoons for 15-30 min and then back on trend 🧐👇🙄"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1946245737420825020) 2025-07-18 16:28:37 UTC 2723 followers, XXX engagements


"Highlighted #StockToBuy during Morning Meeting just yesterday was. $CLF And it is ripping again this morning $NUE can't won't be far behind"  
![@BretRosenthal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::30246985.png) [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947653181162311786) 2025-07-22 13:41:18 UTC 2725 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@BretRosenthal "MICROSTRATEGY $MSTR ANNOUNCES IPO OF X MLN SHARES OF STRC STOCK"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-21 20:06:43 UTC 2724 followers, XXX engagements

"$CLF Cleveland-Cliffs Q2 2025 Earnings Call Guidance (10.31 +0.83) Q3 costs expected to be down another $XX per ton from Q2 with further reductions in Q4. Full-year 2025 costs expected to be down $XX per ton relative to 2024. EBITDA expected to improve from Q2 to Q3. Shipments in Q3 expected to be similar to Q2 at 4.3M tons"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-21 13:45:00 UTC 2724 followers, XXX engagements

"$XLV White House announces regulatory relief for certain stationary sources to promote American security with respect to sterile medical equipment Release (potential related stocks: $ABT $MDT $SYK $ISRG $BSX)"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-18 12:00:25 UTC 2725 followers, XXX engagements

"ARMR Axiom Never chase a turnaround story The stock will hit overhead as the ship turns and buying the weakness will be rewarded $CLF"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-21 14:25:12 UTC 2724 followers, XXX engagements

"Archer vs. Joby : Aviation Stocks $JOBY EXPLODED Higher Will $ACHR #ACHR #ArcherAviation #JOBY #JobyAviation #StockAnalysis #AviationStocks #StockMarket #Investing #Finance #Trading"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-17 17:27:17 UTC 2724 followers, 1107 engagements

"$DNN +1.4% (Announces Additional High-Grade Uranium Mineralization Discovered at McClean South)"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-21 12:16:26 UTC 2724 followers, XXX engagements

"$DOCS upgraded to Outperform from In Line at Evercore ISI tgt $70"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-09 12:38:20 UTC 2724 followers, XXX engagements

"all I can say is WOW $MP Long $METC #StocksToWatch"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-15 14:37:00 UTC 2724 followers, 1639 engagements

"CRYPTO House procedural vote on cryptocurrency legislation fails by a vote 196-222 Related stocks: #BTC $BITO $HOOD $MSTR $COIN $HOOD $CRCL $SOFI $IBKR"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-15 18:44:28 UTC 2723 followers, XXX engagements

"A review of why we are Long $ACHR in under 3min Related $JOBY"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-19 19:33:50 UTC 2723 followers, XXX engagements

"Still wondering why $CPER #COPPER weekly chart looks like this @Grok3 Copper Requirements for Colossus X The copper requirements for xAI's Colossus X with GB200 servers are substantial due to the scale of the supercomputer and the reliance on copper-based NVLink and Ethernet interconnects: NVLink Copper Usage:Each GB200 NVL72 rack uses over 5000 copper cables primarily coaxial cables for NVLink with an estimated total length of over X miles (3.2 km) per For larger configurations like NVL36x2 (dual-rack) the copper cable count increases significantly with XXX ACC cables and XXX DensiLink"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-22 18:11:49 UTC 2723 followers, XXX engagements

"$SPY $DIA $QQQ $IWM etc usually trade tariff selloffs have a shelf life of no more than XX min lets see what happens today this could set up a ARMR Carry trade $SPXL"
@BretRosenthal Avatar @BretRosenthal on X 2025-06-27 17:51:35 UTC 2721 followers, XXX engagements

"🤔👇 $IIPR next ex-dividend date for Innovative Industrial Properties Inc. (IIPR) is June XX 2025 with a dividend payment of $XXXX per share payable on July XX 2025"
@BretRosenthal Avatar @BretRosenthal on X 2025-06-25 18:19:09 UTC 2723 followers, XXX engagements

"$CLF +1.2% (upgraded to Overweight from Sector Weight at KeyBanc)"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-22 12:53:41 UTC 2723 followers, XX engagements

"@MomchilB got to put $XHB $NAIL on the Whiteboard after reaction to $DHI eps today the puck is moving to materials / commodities etc"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-22 17:59:47 UTC 2723 followers, XX engagements

"$DOCS running on the upgrade #StocksToWatch"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-09 14:15:13 UTC 2723 followers, XXX engagements

"$SPY $QQQ $RSP $QQQE etc weakness will be $AAPL strength as money rotates into a place to hide #investing"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-16 14:15:53 UTC 2724 followers, XXX engagements

"$BMY Bristol-Myers supplemental New Drug Application (sNDA) for Sotyktu (deucravacitinib) for the treatment of adults with active psoriatic arthritis accepted for review across four regions globally (47.36 )"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-21 12:16:00 UTC 2725 followers, XXX engagements

"Coal Stocks: Why Peabody Energy Could Explode Soon $BTU $METC #CoalStocks #METC #PeabodyEnergy #RareEarth #StockMarket #InvestmentStrategy #Dividends #FinancialAnalysis #Utilities #BTU"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-12 15:03:38 UTC 2723 followers, 1368 engagements

"3:30 update for all armrInsiders Lot's to discuss and maybe not what you think So get on the ARMR Slack trading desk ASAP covering $ACHR $CIEN $QBTS $CCJ $UUUU $UEC $MSTR $ARKB $AAPL $GOOGL $METC and more"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-16 19:44:54 UTC 2724 followers, XXX engagements

"Started Long $MTEC under $XX And after this week. Long $BTU $CNR $HCC Reward vs Risk from here looks ideal 🧐👇 @eliant_capital"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-19 15:03:30 UTC 2725 followers, XXX engagements

"$MO assumed with an Underperform at Jefferies tgt $50"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-09 12:37:56 UTC 2724 followers, XXX engagements

"$DOW Dow: White House announces regulatory relief for certain stationary sources to promote American chemical manufacturing security Release (potential related stocks: $DOW $WLKP $CE $HUN)"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-18 12:00:45 UTC 2725 followers, XXX engagements

"Got on $UUUU $UEC yesterday morning to go along with $METC position And they are looking good again today 3min charts below #StocksToWatch"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-15 14:22:41 UTC 2724 followers, XXX engagements

"$EQT EQT Corp. shares higher by X% ahead of Pennsylvania Energy and Innovation Summit with President Trump and Senator David McCormick tomorrow (57.82 +2.50)"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-14 18:57:35 UTC 2723 followers, XXX engagements

"$CLF Cleveland-Cliffs beats by $XXXX misses on revs (9.48 ) Reports Q2 (Jun) loss of $XXXX per share excluding non-recurring items $XXXX better than the FactSet Consensus of ($0.71); revenues rose XXX% year/year to $XXXX bln vs the $XXXX bln FactSet Consensus. Outlook - The Company updated previously guided expectations for the full-year 2025 as follows: Capital expenditures of approximately $XXX million from its previous expectation of $XXX million Selling general and administrative expenses of approximately $XXX million from its previous expectation of approximately $XXX million Steel unit"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-21 12:15:48 UTC 2723 followers, XXX engagements

"$XLE Interior Department revises guidelines to speed up plugging of orphaned oil and gas wells Release (potential related stocks: $XOM $CVX $BP $SHEL $OXY $COP $DVN $XLE $USO)"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-18 11:59:59 UTC 2724 followers, XXX engagements

"Shared this Short X weeks ago Hope it helped you 😘🤑 $METC Ready to join us on the desk"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-15 14:40:18 UTC 2724 followers, XXX engagements

"Pentagon says its investment in $MP will ensure a near-term market for rare earths. It also plans to keep working with companies across the supply chain to secure a reliable resilient U.S. supply according to a U.S. Defense official. Soon we get the Pent $METC $UUUU investment news 🤑😘"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-15 17:52:44 UTC 2725 followers, XXX engagements

"$VZ Verizon beats by $XXXX beats on revs; raises bottom end of FY25 EPS guidance (40.84 -0.11) Reports Q2 (Jun) earnings of $XXXX per share excluding non-recurring items $XXXX better than the FactSet Consensus of $1.19; revenues rose XXX% year/year to $XXXX bln vs the $XXXXX bln FactSet Consensus. Wireless service revenue in second-quarter 2025 was an industry-leading $XXXX billion up XXX percent year-over-year. Wireless equipment revenue of $XXX billion in second-quarter 2025 up XXXX percent year-over-year. Co issues raised guidance for FY25 sees EPS of +1-3% yr/yr from flat to +3% prior"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-21 12:16:14 UTC 2725 followers, XX engagements

"Where's that guy who told me $XXXX was the "correct" entry price for $UUUU Said my trendline drawing skills needed work I assume you are loading up now & I just wanted to say. Thanks for marking up our portfolio 😘 Technical analysis is an art not a science & you are chatting with Vincent 🙇♂"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-16 14:51:49 UTC 2723 followers, XXX engagements

"$BWXT BWX Technologies announces $XXX billion in contracts for naval nuclear reactor components (139.85)"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-17 12:26:51 UTC 2724 followers, XXX engagements

"Pharma leading today $PFE $GILD $ABBV And $BMY #StocksToBuy"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-08 14:56:27 UTC 2724 followers, XXX engagements

"Alpha is shifting to commodities / materials $CLF $BTU $CNR $HCC $DOW $XHB $NAILS $CCJ $UUUU $UEC $METC $CPER $NUGT $AGQ $UGL and if you are not on it perhaps this would help"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-22 18:50:37 UTC 2723 followers, XXX engagements

"VZ Verizon Communications Inc. Q2 2025 Earnings Call Guidance (41.77 +0.97) Adjusted EBITDA growth for full year: XXX% to XXX% an increase of approximately $125M at the midpoint Adjusted EPS growth: X% to X% Free cash flow guidance for 2025: $19.5B to $20.5B driven by an estimated benefit of $1.5B to $2B from tax legislation"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-21 13:44:38 UTC 2724 followers, XXX engagements

"$METC $UUUU $UEC $QBTS $SN $ALAB $ACHR $RBLX These are positions in our ARMR IG Innovative Growth portfolio Truth. When we start making this kind of money In the past it means we are near a top Keep expectations firmly grounded Manage Stops with care and discipline Stop adding new investments Enjoy the ride"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-17 18:01:10 UTC 2725 followers, XXX engagements

"#StocksToWatch on our Whiteboard $SOFI downgraded to Market Perform from Outperform at Citizens JMP $FTI downgraded to Neutral from Buy at BTIG Research"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-14 12:43:32 UTC 2724 followers, XXX engagements

"If $XLU closes at or above the green box Then I believe every portfolio I manage must have an allocation to utilities either $XLU direct or $AEP $SO $D $NEE & maybe $DUK #investing"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-18 14:49:17 UTC 2724 followers, XXX engagements

"Our new $BTU $CNR $HCC positions to go along with $METC should like this.👇🧐"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-21 10:19:54 UTC 2725 followers, XXX engagements

"📣 ALERT 📢 I'm realigning ARMR Flagship to book gains on extended ARMR IG positions ex removed $ODD yesterday $DOCS today and build more ARMR TD materials Top #StocksToWatch $PSLV $UGL $AGQ $BTU $CNR $HCC $NUE $CLF $DOW etc"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-18 14:51:30 UTC 2725 followers, XXX engagements

"$METC Hitting the target price shared in this Short vid X weeks ago From $10ish to $22+ in X weeks Ready to join us Want to know what we are buying/Selling today as we manage our Virtual Hedge Fund together Here is a good place to begin"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-15 16:31:08 UTC 2724 followers, XXX engagements

"Calling all Insiders Join us on the Slack trading desk 2:30 update Lets have an important conversation about risk management On a day that we are experiencing unreal upside in several ARMR IG positions. Add $BTU $CNR to the list of. $METC $UUUU $UEC $QBTS $SN $ALAB $PLTR $CCJ $ACHR $RBLX"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-17 18:30:46 UTC 2724 followers, XXX engagements

"every day we get one of these headlines and $SP Y$QQQ $IW etc swoons for 15-30 min and then back on trend 🧐👇🙄"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-18 16:28:37 UTC 2723 followers, XXX engagements

"Highlighted #StockToBuy during Morning Meeting just yesterday was. $CLF And it is ripping again this morning $NUE can't won't be far behind"
@BretRosenthal Avatar @BretRosenthal on X 2025-07-22 13:41:18 UTC 2725 followers, XXX engagements

creator/twitter::30246985/posts
/creator/twitter::30246985/posts