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[@Reformed_Trader](/creator/twitter/Reformed_Trader)
"$SPX big spot again here at the 20sma/8ema. Will stop on my hedges if we close above"  
[X Link](https://x.com/Reformed_Trader/status/1978139842622959917) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-14T16:44Z 105K followers, 30.1K engagements


"$NVX Yup I think the market has focused on the debt being converted to equity while overlooking who is converting the debt to equity. Its Yorkville which appears to me to be Trumps go to for financing deals. Run a search of Yorkville advisers and Trump to verify To be clear it doesnt automatically mean Trump is currently involved or will be. But its possible and its a detail worth considering that I think has gone largely missed by speculators *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978811780383051829) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T13:14Z 105K followers, 18.5K engagements


"$VIX implying something is up"  
[X Link](https://x.com/Reformed_Trader/status/1978859396328202660) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T16:23Z 105K followers, 27.8K engagements


"Next big theme is probably robotics. I know some have already started but one that has caught my attention is $MCRP *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978913623817818256) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T19:59Z 105K followers, 15.3K engagements


"On vacation but hearing $GPAQ merger was approved"  
[X Link](https://x.com/Reformed_Trader/status/1277970579400744961) [@Reformed_Trader](/creator/x/Reformed_Trader) 2020-06-30T14:21Z 105K followers, XX engagements


"$NVX was early on this graphite name (see quoted post). Now picking up in volume after Trump admin decision on graphite *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1947302624073527648) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-07-21T14:28Z 104.9K followers, 7460 engagements


"$NYA NYSE composite also tagged its 20sma. I'm not saying this can't dip more in coming days/weeks but there's nothing scary about these charts despite the level of fear we're seeing today. Most of the carnage is in momentum stocks and many are pulling back after massive rallies"  
[X Link](https://x.com/Reformed_Trader/status/1971218571847168272) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-09-25T14:21Z 105K followers, 4430 engagements


"$ARAI really looking good now *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1974122673828696119) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-03T14:41Z 105K followers, 8510 engagements


"Well if we go from a valuation standpoint $LAC is trading at $1.85B and $TMQ just over $1B both which have no revenue. The US government recently took a stake in both. $CRML is now a sub $1B market cap also no revenue and thought to be a player in the rare earths supply chain. $TMC trades at a $3.8B market cap with no revenue and thought to play a role in deep sea mining of rare earths. $NVX is around a $350M market cap with some revenue of about $6M and poised to become the first large-scale production site for synthetic graphite for the battery defense and industrial sectors. Production has"  
[X Link](https://x.com/Reformed_Trader/status/1975666620917031420) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-07T20:56Z 104.9K followers, 9160 engagements


"$BMNR Man these guys never learn. Another buy signal 🤣 *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1975981699755540713) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-08T17:48Z 104.9K followers, 8820 engagements


"$ASTS poked above the latest bull channel and closed back bellow. RSI confirmed the new highs. If we follow the trend I would expect some digestion to follow for a few days/weeks before making a move to $XXX that could set it up for a divergent high putting in a local top. However given the upcoming catalysts the broader setup the transition into commercialization and the macro backdrop there is a setup that is potentially more explosive. The 2nd chart shows a similar path that we saw in the summer of 2024. IF this were to materialize the speed of the move would determine how and when it"  
[X Link](https://x.com/Reformed_Trader/status/1976029706647482748) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-08T20:59Z 104.9K followers, 103.9K engagements


"$VIX XX. See if we get any bounce in markets here"  
[X Link](https://x.com/Reformed_Trader/status/1976670171327758437) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-10T15:24Z 104.9K followers, 6327 engagements


"$SPX I'm out of my hedges. They served their purpose. Might have more downside but a big bounce could come into the close *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1976695494463328430) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-10T17:05Z 105K followers, 13.9K engagements


"$ASTS has held up like a champ today"  
[X Link](https://x.com/Reformed_Trader/status/1976700403925553554) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-10T17:24Z 104.9K followers, 8441 engagements


"Trump has made rare earths the line in the sand with China. We could see more US government support of these rare earths/critical materials in coming weeks/months. $MP $CRML $CODI $NVX $SOAR $LAC $TMQ"  
[X Link](https://x.com/Reformed_Trader/status/1976731598696399133) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-10T19:28Z 104.9K followers, 14.5K engagements


"$NYA already tagged its 50sma"  
[X Link](https://x.com/Reformed_Trader/status/1976736804532367421) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-10T19:49Z 105K followers, 6664 engagements


"$SOAR appears to be in a parabolic curve. Compare this to the latest rare earth stocks that have followed a similar path. Only thing missing is volume at this stage $WWR a good example. Notice how volume exploded on the parabolic breakout. (quoted post original idea) *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1977745464440082846) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-13T14:37Z 104.9K followers, 18.7K engagements


"Switching things up with a beverage stock. With the latest strategic deals in energy drinks and healthy-for-you sodas I think $ZVIA presents an interesting speculative idea. Some notable deals in the Soda/Energy Drink market 1) In 2022 Keurig Dr Pepper $KDP made a $XXX million equity investment in Nutrabolt (approximately XX% stake) the parent company of C4 Energy and other brands like Cellucor 2) In October 2024 Keurig Dr Pepper $KDP announced it would acquire the energy drink and sports nutrition company Ghost for a deal valued at over $X billion. Initial XX% stake in Ghost for"  
[X Link](https://x.com/Reformed_Trader/status/1977812979728195848) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-13T19:05Z 105K followers, 17.6K engagements


"$ZVIA from a TA perspective it's been consolidating around the XXXX% fib level while also coming into contact with rising trend support. This could be setting up for wave X. *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1977814958294671448) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-13T19:13Z 104.9K followers, 9450 engagements


"$SDST starting strong Added $LITM dip *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978093433689379047) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-14T13:40Z 104.9K followers, 6467 engagements


"$SDST halted on volatility Added dips in $LITM $SOAR $CODI The theme is clearly rare earths *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978095123448656289) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-14T13:46Z 104.9K followers, 24.7K engagements


"$OMEX $LITM Two months ago I said everything is about rare earths. I think the market officially agrees. LITM lagging the most currently imho *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978105279049871810) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-14T14:27Z 105K followers, 14.6K engagements


"$QCLS still being patient here. As with any strong theme in the market the hype eventually spills over into the riskiest names. Quantum naturally fits that theme really well. I believe it's a matter of time for this one to breakout in a big way *high risk/high reward *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978147709140845025) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-14T17:15Z 104.9K followers, 8233 engagements


"$LITM uranium demand only going up *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978153242908324247) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-14T17:37Z 104.9K followers, 13.7K engagements


"@catbonat You haven't read then. Graphite was specifically mentioned along with rare earths. Trump has made it clear that companies getting government funding should also have the government as a stake holder. NVX is the most funded graphite project"  
[X Link](https://x.com/Reformed_Trader/status/1978848965752717797) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T15:42Z 104.9K followers, XXX engagements


"@Signal_Sigma Yup that's why I think by November it all turns around"  
[X Link](https://x.com/Reformed_Trader/status/1978900854791901664) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T19:08Z 105K followers, XXX engagements


"@catbonat Dude. Its trading $16M market cap while other quantum stocks are in the billions"  
[X Link](https://x.com/Reformed_Trader/status/1978906037563355398) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T19:29Z 104.9K followers, XXX engagements


"@callmekyle528 @ATTWM_ @grok"  
[X Link](https://x.com/Reformed_Trader/status/1978971438347350172) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T23:48Z 104.9K followers, XXX engagements


"@CrazySmitty271 @InvestingPersp1 Rare earths were moving up well before the latest trade tensions with China came back to the surface. A quick glance at any chart would tell you that. If you think Trump admin is going to stop moving to reshore youve not been paying attention"  
[X Link](https://x.com/Reformed_Trader/status/1979005212279939309) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-17T02:03Z 105K followers, XXX engagements


"$ASTS "so where are we headed" the hardest question after a big move to record highs in a short time. It's always complicated because we've entered true price discovery and levels that have never been tested. Therefore we're left with looking at past trends to get an idea where there could be some confluence. Right now we closed right at a long term trend (first resistance). But the thing about the trend is the longer you go out the more a company has matured since and the more the trend should shift. That is exactly what we're seeing as the steeper bull channel is more relevant. Now that"  
[X Link](https://x.com/Reformed_Trader/status/1973851145798848661) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-02T20:42Z 105K followers, 25K engagements


"$NVX On October 1st it was reported that "the U.S. government has offered to buy equity in Australian critical minerals companies as part of a funding package to expand its supply and cut its reliance on China." While Novonix has operations in the U.S. they are headquartered in Brisbane Australia. This further supports my speculative bull thesis that the US could take a stake. It's also worth noting the official WhiteHouse X account listed Novonix back in April. Trump admin at least aware of their ongoing project if not involved to some capacity. *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1975587702134214978) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-07T15:43Z 105K followers, 18.5K engagements


"$NVX in case this was missed. I think this is the biggest development in my bull thesis *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1975618089741107441) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-07T17:43Z 105K followers, 12.1K engagements


"$SNAP appears to be putting in a failed inverse cup and handle. And failed breakdowns lead to powerful breakouts. Risk is falling back below the cup on a weekly close. Longer term it recently filled a gap from 2019 and bounced back. Has a good look *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1975959163047202863) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-08T16:19Z 105K followers, 22.4K engagements


"$SNAP could it be following the boom/bust cycle $ARKK and Nasdaq went through It's arguably the most hated stock and for good reason but what happens if/when big changes are made *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1975962694927761893) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-08T16:33Z 105K followers, 11.3K engagements


"$NVX there it is"  
[X Link](https://x.com/Reformed_Trader/status/1976249333189312815) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-09T11:32Z 105K followers, 36.9K engagements


"$NVX market catching on huh"  
[X Link](https://x.com/Reformed_Trader/status/1976660322279891320) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-10T14:45Z 105K followers, 11.9K engagements


"$NVX In the last two week there have been X major developments: 1) on 9/29 NVX announced they delivered their first mass production of commercial-grade sample of synthetic graphite last week with production ramping in early 2026. 2) on 10/2 it was reported the US government "has offered to buy equity in Australian critical minerals companies as part of a funding package to expand its supply and cut its reliance on China." 3) on 10/9 China announced overnight that they are increasing export controls on synthetic graphite which they control XX% of the global supply. 4) today 10/10 Trump"  
[X Link](https://x.com/Reformed_Trader/status/1976666983388115091) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-10T15:11Z 105K followers, 13.9K engagements


"$SOAR market cap is $13M and M2i Global has a market cap around $80M. Let's assume they raise $100M. That would place the implied market cap Just under $200M. M21 Global has assets and an offtake agreement valued at $850M. The implied current market cap appears very low especially when factoring other rare earth stocks trading around $1B and in some cases even higher. *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1976682000367898997) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-10T16:11Z 105K followers, 20.2K engagements


"$SPY Good question. Out of the prior X days X were red candles signaling distribution. That was coupled with bearish divergence on the X period RSI"  
[X Link](https://x.com/Reformed_Trader/status/1976709548556812654) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-10T18:00Z 105K followers, 16.8K engagements


"$ASTS maintaining higher lows since the huge gap up. Very impressive strength to say the least. A clean break and defense of $XX starts the next leg up *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1977739099680190804) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-13T14:12Z 105K followers, 13.9K engagements


"Australia Mulls US Deal $XXX Million Rare-Earth Fund Age Says $NVX $LITM $NVA $IONR *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1977755028321362335) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-13T15:15Z 105K followers, 10.8K engagements


"$LITM nice intra day move here with volume picking up. *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1977765848610677080) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-13T15:58Z 105K followers, 5602 engagements


"$CRML Over 1500% in XX trading days. Maybe the call of the year for me. No I'm not still in as this exceeded my expectations. Congrats to those still riding *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1977818487373566026) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-13T19:27Z 105K followers, 34.6K engagements


"$TMC just over a double"  
[X Link](https://x.com/Reformed_Trader/status/1977832916974555584) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-13T20:24Z 105K followers, 10.5K engagements


"$CYN Cyngn Deploys DriveMod with G&J Pepsi the Largest Independent Pepsi Bottler in the USA *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978056607280828707) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-14T11:13Z 105K followers, 10.7K engagements


"$SOAR $LITM dip buys ended up being right move. $CODI is still setting up for it's momentum move imho *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978128149847142817) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-14T15:57Z 105K followers, 12.5K engagements


"$BMNR some whale prints going off today including in pre market. Looks like at least one was a canceled trade (trade condition: X). Typically see these at big turning points *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978522580433641627) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-15T18:05Z 105K followers, 11.7K engagements


"Bought more $NVX in pre market. Trump is meeting with PM of Australia next week right as Greer is making these comments right now👇 Im speculating NVX could be one *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978796800539857221) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T12:14Z 105K followers, 19.1K engagements


"Right as people fomo into gold"  
[X Link](https://x.com/Reformed_Trader/status/1978978055780458740) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-17T00:15Z 105K followers, 24.6K engagements


"@user3425664 @builtbyaftee Yes bonds and fixed income. Thats nothing new. Yields coming down alleviates that"  
[X Link](https://x.com/Reformed_Trader/status/1979316613942816844) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-17T22:40Z 105K followers, XXX engagements


"@spacanpanman @Benshooter Another one"  
[X Link](https://x.com/Reformed_Trader/status/1979592233100685499) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-18T16:55Z 105K followers, XXX engagements


"$SBET now up XXX% on the month on heavy volume. $ICG another under the radar ETH holder (5th largest) trading above average volume for it but still very light volume (less than 1M/day. Speculators have yet to rotate to this one for now *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1943344987451625734) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-07-10T16:22Z 105K followers, 4815 engagements


"$ICG slow grind up this week but lacking big volume we could see with $ETH breaking out. Spreads remain large suggesting the float is fairly small. I think heavy volume can take this to $7.50-$10 and euphoric volume maybe over $XX. See how $BMNR $SBET traded *NFA *high risk"  
[X Link](https://x.com/Reformed_Trader/status/1943676502727442702) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-07-11T14:19Z 105K followers, 6380 engagements


"Market wasn't paying attention to $CRML at $200M market cap with a $120M LOI from EXIM bank (now a $1.26B market cap) the market isn't paying attention to $NVX at $330M market cap with a conditional commitment from the U.S. Department of Energy for a loan of up to $754.8M. Yes it's old news but the loan is in the process of being finalized and fully approved and would be valued more than the current market cap. That could be a huge catalyst *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1975938631924592747) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-08T14:57Z 105K followers, 18.2K engagements


"$SPY from top of the BBs to the bottom of the BBs in a single day. Impressive"  
[X Link](https://x.com/Reformed_Trader/status/1976732384705102139) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-10T19:31Z 105K followers, 76.6K engagements


"Back in some tactical hedges at the index level $SPX *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1977786196253405602) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-13T17:19Z 105K followers, 30.3K engagements


"$CRML over $XX now. Rare earths functioning as a hedge to China tensions $SDST $SOAR $LITM $NVX are several that I believe can catch up the most *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978059699632132498) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-14T11:25Z 105K followers, 15.7K engagements


"@toquerespecter @NotABot1864 Yes and look whos in the mix. Yorkville. Same group thats helped Trumps company $DJT finance deals"  
[X Link](https://x.com/Reformed_Trader/status/1978805580446769614) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T12:49Z 105K followers, XXX engagements


"$NVX is an Australian company and that makes it even more interesting to me since it was recently reported US offers to buy stakes in Australian critical minerals companies. And NVXs synthetic graphite plant is located in the US *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978809501433082110) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T13:05Z 105K followers, 12.9K engagements


"$STI completed a r/s in mid May and hasn't had heavy volume since. Their website shows they are in synthetic graphite business similar to $NVX $WWR STI only a $13.3M market cap. Could move fast if volume comes in. *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1947308335260189030) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-07-21T14:51Z 105K followers, 6585 engagements


"$MI in a digital economy where everything gets tokenized NFTs are not simply a possibility but an inevitability. The company that named themselves NFT seems like a no brainer to me. *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1963254643418358250) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-09-03T14:55Z 105K followers, 3808 engagements


"$MI Already XX% higher from last week *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1965129099812421765) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-09-08T19:04Z 105K followers, 8375 engagements


"$DFSC a micro cap drone stock pulling back to the 8ema on low volume. Recently learned one of their board members came from $LHX. I like this drone name for a spec position *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1970529591719797289) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-09-23T16:43Z 105K followers, 9519 engagements


"Indices can't even dip a full X% and many accounts are posting about how the market is "dropping." From my vantage point many people seem desperate for a dip. Doesn't mean we wont get a pullback but that's not normal behavior at long term tops"  
[X Link](https://x.com/Reformed_Trader/status/1970556322769776887) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-09-23T18:30Z 105K followers, 7746 engagements


"$AUR at the lower end of the bull channel. It's consolidated for an entire year now. It might be finally ready to start the next leg higher. Keep in mind the new director bought $1M worth just above $X (quoted post). *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1973781516326146193) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-02T16:05Z 105K followers, 16.9K engagements


"I am long $NVX my new spec position I believe will play a critical role in graphite production in the US. DD to follow *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1975582487544815983) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-07T15:22Z 105K followers, 27.8K engagements


"$NVX is positioning itself to be the first large-scale production site for synthetic graphite for battery defense and industrial sectors. They have offtake agreements with Panasonic Stellantis and PowerCo. *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1975585456629727498) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-07T15:34Z 105K followers, 28.5K engagements


"$NVX I see. Good find. Thank you"  
[X Link](https://x.com/Reformed_Trader/status/1975982437072310335) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-08T17:51Z 105K followers, 35.4K engagements


"$NVX some $TSLA guys too. The more I dig the more legitimate this company looks to me. *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1975989152870170843) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-08T18:18Z 105K followers, 28.2K engagements


"$WWR my other graphite idea from July. Now 200%+ $NVX is synthetic graphite which makes is even more attractive to me and imho makes it a candidate for the Trump admin to take a stake *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1976290434327404679) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-09T14:15Z 105K followers, 20.5K engagements


"$SPX good thing"  
[X Link](https://x.com/Reformed_Trader/status/1978079965930303506) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-14T12:46Z 105K followers, 11.6K engagements


"$NVX another interesting detail is Yorkville has engaged in the latest financing for Novonix. Yorkville has direct and financial and advisory ties to Trump Media $DJT / Donald Trumps business ventures. They are financiers advisers and in some cases partners in structuring offerings (SEPA ETFs SPACs). Latest example of their SPACs are $TVA and $MCGA (formerly $YORK) Well see if this materializes to Trump admin getting involved with NVX. For now Im speculating that could potentially happen *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978808196971040904) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T13:00Z 105K followers, 7990 engagements


"$VIX printing XX handle XX year yield breaking below X% $KRE regional banks taking a 5%+ beating. Classic risk off day"  
[X Link](https://x.com/Reformed_Trader/status/1978888110495670329) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T18:17Z 105K followers, 15.3K engagements


"I'm not a quantum expert by any means but if this is true and $QCLS is in fact "a legit new player in quantum" it's by far the cheapest quantum stock at $16M market cap *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978904385737396518) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T19:22Z 105K followers, 19.3K engagements


"$VIX nearly printed XX with $SPX within X% of record highs. Has to be a record or near record. The rush to hedge/buy protection vs outright selling likely contributed to this dynamic. Generally after a VIX spike towards XX we see markets trade higher a month or few out. *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1979244774340120999) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-17T17:55Z 105K followers, 16.4K engagements


"$NFE getting close to its lower BB. Gas-to-power energy infrastructure should be a theme that gets more attention with AI data centers increasing energy demand at the fastest pace yet *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1977742746870751268) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-13T14:26Z 105K followers, 10.2K engagements


"$SDST one of the more speculative parts of the rare earths market which is why it's only trading at a $42M market cap. Since the recent r/s the float appears to be under 6M making this potentially explosive/volatile. High risk/high reward kind of setup *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1977819699909153102) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-13T19:32Z 105K followers, 19.1K engagements


"$ASTS X consecutive days of higher highs as it builds pressure right under $XXX. If it breaks above now the move will shock even the bulls imo. Mind you this entire move has happened without a single block X satellite being sent into orbit. Shorts running out of time *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978469445417759107) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-15T14:34Z 105K followers, 20.5K engagements


"So China can't be trusted Trump is meeting with Australia' Prime Minister next week with critical materials at the heart of the discussions and people are selling $NVX *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978519610669330725) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-15T17:53Z 105K followers, 23.5K engagements


"$ASTS the wall of worry at sub $XXX is more palpable than it was at $XX. It's an interesting dynamic seeing people concerned that their stock is performing too strong and the urge to time the top before a single block X satellite even reaches the launchpad before government funding ramps before commercialization comes online before FirstNet investment before revenue ramps etc. After months of speculation and FUD that Verizon might switch to Starlink Verizon went all in ASTS. We're talking about the largest MNO by subscriber and revenue in the USA stiff-arming Starlink (which most believe is"  
[X Link](https://x.com/Reformed_Trader/status/1978577127693029450) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-15T21:42Z 105K followers, 31.2K engagements


"$NVX - Trump expanding government stake in strategic sectors to combat China. - China produces and processes XX% of synthetic graphite with some reports suggesting XX% - The most heavily-funded U.S. project to process synthetic graphite (especially for battery anodes) appears to be NOVONIX - Novonix on pace to become the largest or among the top synthetic graphite producers in North America especially for battery-grade synthetic graphite / anode applications *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978803973311152341) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T12:43Z 105K followers, 12.6K engagements


"We're 2%-3% off all time highs in $SPY $QQQ $IWM and the fear and greed index is at extreme fear. Extreme fear near record highs. Let that sink in. Maybe not today but by November I expect momentum to return to the upside. A good cleanse is taking place for the next leg imho *NFA"  
[X Link](https://x.com/Reformed_Trader/status/1978896137114288181) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T18:49Z 105K followers, 44.7K engagements


"Bessent just said on Monday they are going to do an equivalent of operation warp speed for rare earths so I expect a snapback but today was a big correction for the sector with double digit drops for most. In some cases today was the 2nd consecutive corrective move"  
[X Link](https://x.com/Reformed_Trader/status/1978921548120567846) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T20:30Z 105K followers, 32.7K engagements


""Gold has never done this before" Gold has had two similar runs since 1976. The first major peak was January 1980 and the 2nd was September 2011. Currently the monthly RSI is as overbought as the peak in 1980"  
[X Link](https://x.com/Reformed_Trader/status/1978958301745332657) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-16T22:56Z 105K followers, 12.8K engagements


"$ASTS the weekly might look bearish until you realize the same shooting star that formed today also formed on week X of the endless rally in 2024. Today is the 6th week too. Uncanny It gets more interesting. In 2024 the shooting star printed on the week ending on June 21st which was XX trading days into the rally (the market was closed on Wednesday for Juneteenth meaning it would have been 29th trading day). Today marks the 29th trading day of the current rally. On Friday June 21st ASTS had pulled back XX% from the rally's high in X trading days. Today Friday ASTS has pulled back XX% from the"  
[X Link](https://x.com/Reformed_Trader/status/1979296593778991116) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-17T21:20Z 105K followers, 94.3K engagements


"Bloomberg: Australia Pitches to Be Trumps Fix for China Rare Earths Curbs $NVX"  
[X Link](https://x.com/Reformed_Trader/status/1980106330942910511) [@Reformed_Trader](/creator/x/Reformed_Trader) 2025-10-20T02:58Z 105K followers, 10.5K engagements