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[@AlfredoM617](/creator/twitter/AlfredoM617)
"This US battery company just turned a corner $EOSE EOS Energy makes long-duration batteries that dont use lithium. Think: grid storage that lasts for hours not minutes. Q1 saw a 93-point margin swing as automation kicked in. Theyre not just making more batteries theyre finally making them cheaper"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1944857159071682902) 2025-07-14 20:30:55 UTC XXX followers, 1300 engagements


"Efficacy: Among the Best Observed in the Field $VKTX In its 13-week Phase X VENTURE trial VK2735s injectable version delivered up to XXXX% weight loss with XX% of patients achieving XX% weight loss comparable to or better than tirzepatide and clearly outpacing semaglutide (Wegovy). Key highlights: Placebo-adjusted weight loss: XXXX% at XX mg weekly in just XX weeks Progressive loss: No plateau by Week 13; trajectory suggests even higher efficacy with longer dosing Durability: Over XX% of weight lost was retained X weeks after cessation hinting at infrequent maintenance dosing potential"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1944843356825346229) 2025-07-14 19:36:04 UTC XXX followers, XXX engagements


"$VKTX Valuation: Undervalued or Deliberately Ignored Despite blockbuster data Viking trades at a fraction of its potential"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1944843367310848433) 2025-07-14 19:36:06 UTC XXX followers, XXX engagements


"9. RTX Corporation $RTX: Missile and counter-drone juggernaut with global demand RTX formerly Raytheon Technologies is a dominant player in missile systems and counter-drone air defenses. Its Patriot and NASAMS systems have seen soaring demand across NATO countries. RTX is also advancing directed energy weapons and drone-targeting adaptations of its interceptors. Despite recent headwinds in its commercial division the defense segment is strong. With growing drone threats RTX is positioned to generate significant revenue from missile defense and radar solutions"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1945069976609546702) 2025-07-15 10:36:34 UTC XXX followers, 1520 engagements


"Strategic Edge: The Oral + Injectable Model $VKTX This isnt just a drug its a flexible platform: Oral for adherence and accessibility: Reaching patients hesitant about injections Injectable for rapid weight loss: Induction therapy with stronger pharmacodynamics Monthly dosing: Extended efficacy and durability open up possibilities for monthly injections a game-changer in obesity compliance Same molecule across both forms: No switching no new side effect profiles no new insurance hurdles No other company currently offers this flexibility. Vikings approach could own the obesity treatment"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1944843361791152526) 2025-07-14 19:36:05 UTC XXX followers, XXX engagements


"VK2735: Redefining Incretin Therapy Through Dual Agonism VK2735 is Vikings $VKTX most valuable asset a dual GLP-1/GIP receptor agonist being developed in both injectable and oral forms. It directly challenges Lillys blockbuster tirzepatide (Mounjaro/Zepbound) but with multiple advantages that could make it a best-in-class therapy in obesity and metabolic disease"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1944843353129922987) 2025-07-14 19:36:03 UTC XXX followers, XXX engagements


"The risk is time not tech $EOSE Theyve got customer deposits. Orders are real. But site delays and old pricing still drag. Automation is working. Margins just jumped. If they keep hitting scale targets and close backlog fast this turns from burn to build in 2025. Watch the output"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1944857163278475641) 2025-07-14 20:30:56 UTC XXX followers, XXX engagements


"$APH Amphenol demonstrates a rare combination of explosive segment growth margin expansion and strategic flexibility. Datacom Explosion Reshapes Revenue: A XXX% organic surge in IT Datacom pushed the segment to XX% of total sales a structural shift driven by AI infrastructure demand. Margins Smash Records: Adjusted operating margin hit a record XXXX% up XXX bps year-over-year driven by volume leverage rapid acquisition integration and decentralized execution that neutralized tariff and supply chain pressures. Acquisition Engine Fires on All Cylinders: Strategic buys like Andrew and LifeSync"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1940470593842724896) 2025-07-02 18:00:16 UTC XXX followers, XXX engagements


"Mechanism and Innovation $VKTX Like tirzepatide VK2735 activates both the GLP-1 and GIP receptors. GLP-1 reduces appetite promotes satiety and improves glycemic control. GIP co-agonism can enhance insulin secretion and weight loss further producing additive or synergistic effects. What makes VK2735 unique is its dual-format development a once-weekly injection and a once-daily oral tablet using the same molecular structure. This dual availability is unmatched. It opens a new paradigm: injectable induction therapy followed by oral maintenance keeping patients on the same drug throughout their"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1944843354904179008) 2025-07-14 19:36:03 UTC XXX followers, XXX engagements


"10. L3Harris Technologies $LHX: Electronic warfare and C-UAS leader with rising demand L3Harris combines counter-drone weaponry and secure communications both essential in drone-era conflict. Its VAMPIRE system a mobile drone-killer is being deployed by Ukraine and NATO allies. L3Harris also provides tactical radios EW equipment and newly developed drones for U.S. Army use. As militaries seek fast solutions to drone and EW challenges L3Harris is a capable mid-tier player with attractive valuation and clear growth runway"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1945069974684364965) 2025-07-15 10:36:34 UTC XXX followers, XXX engagements


"Viking Therapeutics ($VKTX): A Deep Dive into a Potential Best-in-Class Metabolic Drug Pipeline Viking Therapeutics $VKTX once viewed as a speculative small-cap biotech is now emerging as a serious contender in the trillion-dollar fight against obesity type X diabetes and liver disease. With its lead asset VK2735 delivering unprecedented efficacy and safety across injectable and oral formulations and its NASH candidate VK2809 showing best-in-class liver and lipid effects Viking may soon force its way into a therapeutic landscape long dominated by Novo Nordisk and Eli Lilly. This article"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1944843351410217452) 2025-07-14 19:36:03 UTC XXX followers, 9525 engagements


"$CLDX delivers XX% sustained response in CSU raising bar for biologics Barzavolumab showed XX% complete response at X months post-treatment in severe CSU patients the most durable result in the field to date. High retention and broad applicability position it to disrupt CSU therapy ahead of pivotal phase X readout in 2026"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1942305194210914498) 2025-07-07 19:30:19 UTC XXX followers, XXX engagements


"Cellebrite $CLBT cloud and AI tools are taking off with key products growing over 100%. Defense and intelligence customers are stepping up even as some U.S. federal and Europe deals face delays. Solid cash flow and smart spending keep the company on track for a stronger second half"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1941495878243488222) 2025-07-05 13:54:23 UTC XXX followers, 21.5K engagements


"Safety and Tolerability $VKTX VK2735 stands out for low incidence of severe gastrointestinal side effects the Achilles heel of most GLP-1 agonists. Across trials: Nausea was common but mild in over two-thirds of cases No severe vomiting with oral or injectable Low discontinuation rates (13% on par with placebo) If these tolerability benefits hold in Phase X VK2735 could become the first widely acceptable GLP-1-based therapy for patients whove struggled with side effects from Wegovy or Mounjaro"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1944843360016928916) 2025-07-14 19:36:05 UTC XXX followers, XXX engagements


"VK2809: A Potential Breakthrough in NASH and Cardiometabolic Disease $VKTX While VK2735 leads headlines VK2809 deserves its own spotlight. This is a liver-selective thyroid hormone receptor- (TR) agonist developed for nonalcoholic steatohepatitis (NASH) a chronic progressive liver disease with no FDA-approved drug. Phase 2b Results: Arguably Best-in-Class In its 52-week VOYAGE trial VK2809 hit multiple histological and metabolic endpoints: XX% achieved NASH resolution (vs XX% placebo) XX% showed fibrosis improvement (vs XX% placebo) XX% achieved both a rare dual endpoint success LDL and"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1944843363745980647) 2025-07-14 19:36:06 UTC XXX followers, XXX engagements


"A nuclear reactor the size of a warehouse. Thats what NuScale builds. Its called an $SMR small modular reactor. Factory-built shipped by truck powers 60K+ homes each. No emissions. Runs 24/7. Approved by US regulators. No one else is this far. But none of it matters unless they sell one"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1944854287701696637) 2025-07-14 20:19:30 UTC XXX followers, XXX engagements


"8. Lockheed Martin $LMT: Defense giant with deep exposure to drone and missile tech Lockheed is the top-tier contractor most likely to capture multi-billion dollar drone-related programs. Its efforts include developing collaborative combat aircraft investing in autonomous platforms and expanding missile and air defense systems to counter drones. Though the stocks upside may be more moderate due to its size Lockheed offers stability and broad exposure to nearly every aspect of drone warfare from sensors to swarming systems. It remains a cornerstone of the defense sector"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1945069978467582371) 2025-07-15 10:36:35 UTC XXX followers, XXX engagements


"Viking $VKTX Is Not Just Another GLP-1 Play Viking Therapeutics is one of the most underappreciated pipeline stories in biotech. It has: A dual-form GLP-1/GIP agonist that may be best-in-class A NASH drug with market-leading data and lipid benefits A rare disease candidate that could be first-in-class $1B in cash allowing it to go to market alone or with leverage Strong clinical and mechanistic de-risking Multiple paths to monetization including partnership or M&A In short Viking could evolve from a clinical-stage innovator to a dominant metabolic franchise or become the most lucrative buyout"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1944843369181561151) 2025-07-14 19:36:07 UTC XXX followers, 1343 engagements


"Competitive Landscape: Scarcity Creates Value $VKTX Only two companies dominate the GLP-1 space today: Novo Nordisk and Eli Lilly. Most other large pharmas including Pfizer Amgen Roche Novartis GSK are either absent from the space or have failed programs. Pfizers oral GLP-1 (danuglipron) was dropped due to side effects Roche paid $2.7B for Carmot which had less mature dual agonists than VK2735 Amgen GSK and others have early-stage programs but no clinical readouts approaching VKTXs This vacuum creates tremendous leverage for Viking. VK2735 is already Phase 3-ready and derisked by data that"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1944843365616336939) 2025-07-14 19:36:06 UTC XXX followers, XXX engagements


"NuScale is pre-fabbing nuclear before anyone orders. $SMR Theyre in contract talks with data center giants utilities and foreign governments. Already fabricating modules with Doosan in Korea. $521M cash on hand. Supply chain ready. If one deal closes NuScale flips cash-flow positive instantly. No deal They burn that stack through 2026"  
![@AlfredoM617 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47191740.png) [@AlfredoM617](/creator/x/AlfredoM617) on [X](/post/tweet/1944854289609810282) 2025-07-14 20:19:30 UTC XXX followers, XXX engagements