[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 ARMR Investing ARMR Investing posts on X about dow, $dow, $clf, $metc the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::30246985/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +55% - X Months XXXXXXX +28% - X Year XXXXXXX +34% ### Mentions: XX [#](/creator/twitter::30246985/posts_active)  - X Week XX -XX% - X Month XXX +87% - X Months XXX +30% - X Year XXXXX +50% ### Followers: XXXXX [#](/creator/twitter::30246985/followers)  - X Week XXXXX +0.15% - X Month XXXXX +0.18% - X Months XXXXX +3.20% - X Year XXXXX +3% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::30246985/influencer_rank)  ### Social Influence [#](/creator/twitter::30246985/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXX% [technology brands](/list/technology-brands) XXX% [currencies](/list/currencies) XXX% [travel destinations](/list/travel-destinations) XXX% [automotive brands](/list/automotive-brands) XXX% [social networks](/list/social-networks) XXX% **Social topic influence** [dow](/topic/dow) 2.41%, [$dow](/topic/$dow) 2.41%, [$clf](/topic/$clf) 2.01%, [$metc](/topic/$metc) 2.01%, [$xhb](/topic/$xhb) 2.01%, [$btu](/topic/$btu) 2.01%, [stocks](/topic/stocks) 1.61%, [$cper](/topic/$cper) 1.61%, [$nail](/topic/$nail) #1, [$cnr](/topic/$cnr) XXXX% **Top accounts mentioned or mentioned by** [@momchilb](/creator/undefined) [@erezshapira](/creator/undefined) [@stocktwits](/creator/undefined) [@realheel80](/creator/undefined) [@1826](/creator/undefined) [@fadedtrader1](/creator/undefined) [@xrobertm](/creator/undefined) [@thewhitepony85](/creator/undefined) [@mbakleh1](/creator/undefined) [@sharland57753](/creator/undefined) [@anjewla90](/creator/undefined) [@marniharow](/creator/undefined) [@mooniter](/creator/undefined) [@formanovski](/creator/undefined) [@grok3](/creator/undefined) [@eliantcapital](/creator/undefined) [@gurgavin](/creator/undefined) [@thhappyhawaiian](/creator/undefined) [@marketwirenews](/creator/undefined) [@ays_603](/creator/undefined) **Top assets mentioned** [Dow Inc (DOW)](/topic/$dow) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [BTU Protocol (BTU)](/topic/$btu) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Cameco Corporation (CCJ)](/topic/$ccj) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Roblox, Corp. (RBLX)](/topic/$rblx) [IBM (IBM)](/topic/$ibm) [Apple, Inc. (AAPL)](/topic/$aapl) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Archer Aviation Inc. (ACHR)](/topic/$achr) [MP Materials Corp. (MP)](/topic/$mp) [FansTime (FTI)](/topic/$fti) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [SPDR GOLD ETF (GLD)](/topic/$gld) [Uranium Energy Corp. (UEC)](/topic/$uec) [Nucor, Corp. (NUE)](/topic/$nue) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [D R Horton Inc (DHI)](/topic/$dhi) [TechnipFMC (FTI)](/topic/fti-technipfmc) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Teck Resources Limited (TECK)](/topic/$teck) [Oklo Inc. (OKLO)](/topic/$oklo) [Palantir (PLTR)](/topic/$pltr) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Alien Base (ALB)](/topic/$alb) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Celanese Corporation (CE)](/topic/$ce) [Huntsman Corporation (HUN)](/topic/$hun) [Artificial Intelligence (AI4)](/topic/$ai4) [Kinder Morgan Inc (KMI)](/topic/$kmi) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Devon Energy Corp (DVN)](/topic/$dvn) [Oxygen (OXY)](/topic/$oxy) [Convex Finance (CVX)](/topic/$cvx) [Exxon Mobil (XOM)](/topic/$xom) [BP p.l.c. (BP)](/topic/$bp) [Copiosa Coin (COP2)](/topic/$cop) ### Top Social Posts [#](/creator/twitter::30246985/posts) --- Top posts by engagements in the last XX hours "🤔👇 $UUP $FXI Chinese Yuan Surges to Highest Level of 2025 vs US Dollar"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948405384839922044) 2025-07-24 15:30:18 UTC 2725 followers, XXX engagements "This is your weekly $BMY public service reminder #StocksToBuy"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948030519221899434) 2025-07-23 14:40:43 UTC 2728 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](/creator/x/BretRosenthal) on [X](/post/tweet/1947301839034020292) 2025-07-21 14:25:12 UTC 2723 followers, XXX engagements "Archer vs. Joby : Aviation Stocks $JOBY EXPLODED Higher Will $ACHR #ACHR #ArcherAviation #JOBY #JobyAviation #StockAnalysis #AviationStocks #StockMarket #Investing #Finance #Trading"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945898111374660000) 2025-07-17 17:27:17 UTC 2727 followers, 1180 engagements "$DNN +1.4% (Announces Additional High-Grade Uranium Mineralization Discovered at McClean South)"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947269436349530611) 2025-07-21 12:16:26 UTC 2723 followers, XXX engagements "all I can say is WOW $MP Long $METC #StocksToWatch"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945130482213023786) 2025-07-15 14:37:00 UTC 2723 followers, 1691 engagements "Still wondering why $CPER #COPPER weekly chart looks like this @Grok3 Copper Requirements for Colossus X The copper requirements for xAI's Colossus X with GB200 servers are substantial due to the scale of the supercomputer and the reliance on copper-based NVLink and Ethernet interconnects: NVLink Copper Usage:Each GB200 NVL72 rack uses over 5000 copper cables primarily coaxial cables for NVLink with an estimated total length of over X miles (3.2 km) per For larger configurations like NVL36x2 (dual-rack) the copper cable count increases significantly with XXX ACC cables and XXX DensiLink"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947721257937494213) 2025-07-22 18:11:49 UTC 2725 followers, XXX engagements "While I'm not a seller on that info 👇🤔 It does make me check my Stops and targets 2X and avoid new buys Be content with success"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948091179477713190) 2025-07-23 18:41:45 UTC 2724 followers, XXX engagements "$CLF +1.2% (upgraded to Overweight from Sector Weight at KeyBanc)"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947641196462915978) 2025-07-22 12:53:41 UTC 2725 followers, XX engagements "@MomchilB got to put $XHB $NAIL on the Whiteboard after reaction to $DHI eps today the puck is moving to materials / commodities etc"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947718230962798751) 2025-07-22 17:59:47 UTC 2723 followers, XX engagements "$FTI TechnipFMC beats by $XXXX beats on revs (33.59 +1.17) Reports Q2 (Jun) earnings of $XXXX per share excluding non-recurring items $XXXX better than the FactSet Consensus of $0.58; revenues rose XXX% year/year to $XXXX bln vs the $XXXX bln FactSet Consensus. Total Company backlog increased to $XXXX billion; Subsea of $XXXX billion. 2025 Guidance: Sees Subsea revenue of $8.4-$8.8 bln Adjusted EBITDA margin in a range of XX - 20%; Sees Surface Technologies revenue of $1.2-$1.35 bln adjusted EBITDA margin of 15-16%"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948347919792226663) 2025-07-24 11:41:57 UTC 2728 followers, XXX engagements "$TECK downgraded to Neutral from Overweight at JPMorgan tgt $XX $TSLA) downgraded to Hold from Buy at China Renaissance tgt $XXX $ULTA) downgraded to Hold from Buy at Loop Capital tgt $510"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948724323700596773) 2025-07-25 12:37:38 UTC 2728 followers, XXX engagements "$OKLO) initiated with an Underperform at BNP Paribas Exane $PLTR) initiated with an Overweight at Piper Sandler tgt $170"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948723977557352896) 2025-07-25 12:36:16 UTC 2728 followers, XXX engagements "$SPY President Trump will visit Federal Reserve at 4:00 PM ET today per White House schedule (634.21 )"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948347362763493745) 2025-07-24 11:39:44 UTC 2727 followers, XX engagements "$BMY Bristol-Myers supplemental New Drug Application (sNDA) for Sotyktu (deucravacitinib) for the treatment of adults with active psoriatic arthritis accepted for review across four regions globally (47.36 )"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947269327251497126) 2025-07-21 12:16:00 UTC 2728 followers, XXX engagements "$FCX Freeport-McMoRan CEO Kathleen Quirk on CNBC: "We have the potential to increase by XXX mln pounds copper per year over the next three to five years" (44.49 -0.35)"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948415050806427918) 2025-07-24 16:08:42 UTC 2728 followers, XXX engagements "We highlighted $DOW recently looking for a turnaround but the EPS news today is a total miss Sometimes you get it wrong and for now we are ALL OUT pre mkt Back to the Whiteboard for future consideration $DOW Dow Board of Directors lowers dividend to $XXXX cents per share from $XXXX per share in response to prolonged industry downturn (30.37 ) Outlook: "Dow's strategic actions enable us to mitigate the dynamic factors that our industry is facing. However signs of oversupply from newer market entrants who are exporting to various regions at anti-competitive economics require broader industry"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948347812128727540) 2025-07-24 11:41:31 UTC 2727 followers, XXX engagements "11:30 update for armrInsiders Covering $XHB $NAIL $QBTS $ODD $AAPL $IBM $RBLX Find the live stream on armrSlack trading desk and look for 11:30 time slot if you missed it live #StocksInFocus"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948045699985367194) 2025-07-23 15:41:02 UTC 2724 followers, XXX engagements "$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](/creator/x/BretRosenthal) on [X](/post/tweet/1946178322951483656) 2025-07-18 12:00:45 UTC 2725 followers, XXX engagements "Waiting for the story. "Trump to announce Cannabis action plan" "Will sign X EOS" I'm patient 😎🌿 $MSOS"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948078691528880589) 2025-07-23 17:52:08 UTC 2725 followers, XXX engagements "$GILD) upgraded to Buy from Hold at Needham tgt $XXX $KMI) upgraded to Outperform from Peer Perform at Wolfe Research tgt $31"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948724150417117563) 2025-07-25 12:36:57 UTC 2728 followers, XXX engagements "$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](/creator/x/BretRosenthal) on [X](/post/tweet/1946178132949471491) 2025-07-18 11:59:59 UTC 2728 followers, XXX engagements "Don't miss the Wed. Morning Meeting in its entirety Live for all every Wed. 9am est here is the replay. Covering $GLD $XLU $SLV $CPER $DOW $BTU $CNR $HCC $XHB $NAIL $RBLX $IBM $AAPL $CCJ and more"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948028376242925766) 2025-07-23 14:32:12 UTC 2724 followers, XXX engagements "$SPY President Trump's comments to reporters (635.13 +0.71) He is considering offering Americans under a certain income level a "rebate check" from the tariff revenue being collected by the Treasury. There is a "50% chance" of making a trade deal with the EU. EU might have to "buy down" the tariffs like Japan did. He had a "good meeting" with Fed Chair Jerome Powell. He is "not having much luck" with Canada trade talks. He is not losing any sleep over the weaker dollar; he says a weaker dollar will help U.S. exports. Expects most trade deals will be done by August 1"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948755386091155803) 2025-07-25 14:41:04 UTC 2728 followers, XXX engagements "3:30 update on the way Join the discussion on the ARMR exclusive Slack trading desk and find the pinned link to the live stream covering $UUUU $UEC $CCJ $UWM $DDM $IWM $DIA $SPY $QQQ $MSTR $ACHR $METC and more"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945201315388305438) 2025-07-15 19:18:28 UTC 2723 followers, XXX engagements "$BWXT BWX Technologies announces $XXX billion in contracts for naval nuclear reactor components (139.85)"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1945822505546961338) 2025-07-17 12:26:51 UTC 2727 followers, XXX engagements "Alpha is shifting to commodities / materials $CLF $BTU $CNR $HCC $DOW $XHB $NAILS $CCJ $UUUU $UEC $METC $CPER $NUGT $AGQ $UGL and if you are not on it perhaps this would help"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947731023434776737) 2025-07-22 18:50:37 UTC 2723 followers, XXX engagements "$CIEN on the move this morning #StocksToBuy"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948017548676476939) 2025-07-23 13:49:10 UTC 2725 followers, XX engagements "#StocksToWatch on our Whiteboard $SOFI downgraded to Market Perform from Outperform at Citizens JMP $FTI downgraded to Neutral from Buy at BTIG Research"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1944739537952883147) 2025-07-14 12:43:32 UTC 2723 followers, XXX engagements "$MRNA Moderna: Florida researchers advance toward universal cancer vaccine study shows per CNBC (35.15 +2.42) related $PFE #StocksToWatch"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948055644067484029) 2025-07-23 16:20:33 UTC 2727 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](/creator/x/BretRosenthal) on [X](/post/tweet/1946220737049616439) 2025-07-18 14:49:17 UTC 2728 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](/creator/x/BretRosenthal) on [X](/post/tweet/1946221294489395545) 2025-07-18 14:51:30 UTC 2727 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](/creator/x/BretRosenthal) on [X](/post/tweet/1946245737420825020) 2025-07-18 16:28:37 UTC 2724 followers, XXX engagements "Morning Meeting 9:00 go time Wed. Live Stream open for all to join & bring your questions Covering: $GLD $XLU $SLV $CPER $DOW $BTU $CNR $HCC $XHB $NAIL $RBLX $IBM $AAPL $CCJ and more"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948004147925524960) 2025-07-23 12:55:55 UTC 2724 followers, XXX engagements "Highlighted #StockToBuy during Morning Meeting just yesterday was. $CLF And it is ripping again this morning $NUE can't won't be far behind"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1947653181162311786) 2025-07-22 13:41:18 UTC 2727 followers, XXX engagements "$NEM +2% on EPS results & authorizes new $X bln share repurchase program)"  [@BretRosenthal](/creator/x/BretRosenthal) on [X](/post/tweet/1948723860351713637) 2025-07-25 12:35:48 UTC 2728 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.]
ARMR Investing posts on X about dow, $dow, $clf, $metc the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXX% countries XXX% technology brands XXX% currencies XXX% travel destinations XXX% automotive brands XXX% social networks XXX%
Social topic influence dow 2.41%, $dow 2.41%, $clf 2.01%, $metc 2.01%, $xhb 2.01%, $btu 2.01%, stocks 1.61%, $cper 1.61%, $nail #1, $cnr XXXX%
Top accounts mentioned or mentioned by @momchilb @erezshapira @stocktwits @realheel80 @1826 @fadedtrader1 @xrobertm @thewhitepony85 @mbakleh1 @sharland57753 @anjewla90 @marniharow @mooniter @formanovski @grok3 @eliantcapital @gurgavin @thhappyhawaiian @marketwirenews @ays_603
Top assets mentioned Dow Inc (DOW) Cleveland-Cliffs, Inc. (CLF) BTU Protocol (BTU) Cornerstone Building Brands, Inc. (CNR) Warrior Met Coal, Inc. (HCC) Cameco Corporation (CCJ) SPDR S&P XXX ETF Trust (SPY) Roblox, Corp. (RBLX) IBM (IBM) Apple, Inc. (AAPL) Bristol-Myers Squibb Co (BMY) Archer Aviation Inc. (ACHR) MP Materials Corp. (MP) FansTime (FTI) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) SPDR GOLD ETF (GLD) Uranium Energy Corp. (UEC) Nucor, Corp. (NUE) Joby Aviation, Inc. (JOBY) D R Horton Inc (DHI) TechnipFMC (FTI) Ulta Beauty Inc (ULTA) Tesla, Inc. (TSLA) Teck Resources Limited (TECK) Oklo Inc. (OKLO) Palantir (PLTR) Freeport-McMoRan Inc (FCX) Alien Base (ALB) D-Wave Quantum Inc. (QBTS) Celanese Corporation (CE) Huntsman Corporation (HUN) Artificial Intelligence (AI4) Kinder Morgan Inc (KMI) Gilead Sciences, Inc. (GILD) Devon Energy Corp (DVN) Oxygen (OXY) Convex Finance (CVX) Exxon Mobil (XOM) BP p.l.c. (BP) Copiosa Coin (COP2)
Top posts by engagements in the last XX hours
"🤔👇 $UUP $FXI Chinese Yuan Surges to Highest Level of 2025 vs US Dollar" @BretRosenthal on X 2025-07-24 15:30:18 UTC 2725 followers, XXX engagements
"This is your weekly $BMY public service reminder #StocksToBuy" @BretRosenthal on X 2025-07-23 14:40:43 UTC 2728 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 on X 2025-07-21 14:25:12 UTC 2723 followers, XXX engagements
"Archer vs. Joby : Aviation Stocks $JOBY EXPLODED Higher Will $ACHR #ACHR #ArcherAviation #JOBY #JobyAviation #StockAnalysis #AviationStocks #StockMarket #Investing #Finance #Trading" @BretRosenthal on X 2025-07-17 17:27:17 UTC 2727 followers, 1180 engagements
"$DNN +1.4% (Announces Additional High-Grade Uranium Mineralization Discovered at McClean South)" @BretRosenthal on X 2025-07-21 12:16:26 UTC 2723 followers, XXX engagements
"all I can say is WOW $MP Long $METC #StocksToWatch" @BretRosenthal on X 2025-07-15 14:37:00 UTC 2723 followers, 1691 engagements
"Still wondering why $CPER #COPPER weekly chart looks like this @Grok3 Copper Requirements for Colossus X The copper requirements for xAI's Colossus X with GB200 servers are substantial due to the scale of the supercomputer and the reliance on copper-based NVLink and Ethernet interconnects: NVLink Copper Usage:Each GB200 NVL72 rack uses over 5000 copper cables primarily coaxial cables for NVLink with an estimated total length of over X miles (3.2 km) per For larger configurations like NVL36x2 (dual-rack) the copper cable count increases significantly with XXX ACC cables and XXX DensiLink" @BretRosenthal on X 2025-07-22 18:11:49 UTC 2725 followers, XXX engagements
"While I'm not a seller on that info 👇🤔 It does make me check my Stops and targets 2X and avoid new buys Be content with success" @BretRosenthal on X 2025-07-23 18:41:45 UTC 2724 followers, XXX engagements
"$CLF +1.2% (upgraded to Overweight from Sector Weight at KeyBanc)" @BretRosenthal on X 2025-07-22 12:53:41 UTC 2725 followers, XX engagements
"@MomchilB got to put $XHB $NAIL on the Whiteboard after reaction to $DHI eps today the puck is moving to materials / commodities etc" @BretRosenthal on X 2025-07-22 17:59:47 UTC 2723 followers, XX engagements
"$FTI TechnipFMC beats by $XXXX beats on revs (33.59 +1.17) Reports Q2 (Jun) earnings of $XXXX per share excluding non-recurring items $XXXX better than the FactSet Consensus of $0.58; revenues rose XXX% year/year to $XXXX bln vs the $XXXX bln FactSet Consensus. Total Company backlog increased to $XXXX billion; Subsea of $XXXX billion. 2025 Guidance: Sees Subsea revenue of $8.4-$8.8 bln Adjusted EBITDA margin in a range of XX - 20%; Sees Surface Technologies revenue of $1.2-$1.35 bln adjusted EBITDA margin of 15-16%" @BretRosenthal on X 2025-07-24 11:41:57 UTC 2728 followers, XXX engagements
"$TECK downgraded to Neutral from Overweight at JPMorgan tgt $XX $TSLA) downgraded to Hold from Buy at China Renaissance tgt $XXX $ULTA) downgraded to Hold from Buy at Loop Capital tgt $510" @BretRosenthal on X 2025-07-25 12:37:38 UTC 2728 followers, XXX engagements
"$OKLO) initiated with an Underperform at BNP Paribas Exane $PLTR) initiated with an Overweight at Piper Sandler tgt $170" @BretRosenthal on X 2025-07-25 12:36:16 UTC 2728 followers, XXX engagements
"$SPY President Trump will visit Federal Reserve at 4:00 PM ET today per White House schedule (634.21 )" @BretRosenthal on X 2025-07-24 11:39:44 UTC 2727 followers, XX engagements
"$BMY Bristol-Myers supplemental New Drug Application (sNDA) for Sotyktu (deucravacitinib) for the treatment of adults with active psoriatic arthritis accepted for review across four regions globally (47.36 )" @BretRosenthal on X 2025-07-21 12:16:00 UTC 2728 followers, XXX engagements
"$FCX Freeport-McMoRan CEO Kathleen Quirk on CNBC: "We have the potential to increase by XXX mln pounds copper per year over the next three to five years" (44.49 -0.35)" @BretRosenthal on X 2025-07-24 16:08:42 UTC 2728 followers, XXX engagements
"We highlighted $DOW recently looking for a turnaround but the EPS news today is a total miss Sometimes you get it wrong and for now we are ALL OUT pre mkt Back to the Whiteboard for future consideration $DOW Dow Board of Directors lowers dividend to $XXXX cents per share from $XXXX per share in response to prolonged industry downturn (30.37 ) Outlook: "Dow's strategic actions enable us to mitigate the dynamic factors that our industry is facing. However signs of oversupply from newer market entrants who are exporting to various regions at anti-competitive economics require broader industry" @BretRosenthal on X 2025-07-24 11:41:31 UTC 2727 followers, XXX engagements
"11:30 update for armrInsiders Covering $XHB $NAIL $QBTS $ODD $AAPL $IBM $RBLX Find the live stream on armrSlack trading desk and look for 11:30 time slot if you missed it live #StocksInFocus" @BretRosenthal on X 2025-07-23 15:41:02 UTC 2724 followers, XXX engagements
"$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 on X 2025-07-18 12:00:45 UTC 2725 followers, XXX engagements
"Waiting for the story. "Trump to announce Cannabis action plan" "Will sign X EOS" I'm patient 😎🌿 $MSOS" @BretRosenthal on X 2025-07-23 17:52:08 UTC 2725 followers, XXX engagements
"$GILD) upgraded to Buy from Hold at Needham tgt $XXX $KMI) upgraded to Outperform from Peer Perform at Wolfe Research tgt $31" @BretRosenthal on X 2025-07-25 12:36:57 UTC 2728 followers, XXX engagements
"$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 on X 2025-07-18 11:59:59 UTC 2728 followers, XXX engagements
"Don't miss the Wed. Morning Meeting in its entirety Live for all every Wed. 9am est here is the replay. Covering $GLD $XLU $SLV $CPER $DOW $BTU $CNR $HCC $XHB $NAIL $RBLX $IBM $AAPL $CCJ and more" @BretRosenthal on X 2025-07-23 14:32:12 UTC 2724 followers, XXX engagements
"$SPY President Trump's comments to reporters (635.13 +0.71) He is considering offering Americans under a certain income level a "rebate check" from the tariff revenue being collected by the Treasury. There is a "50% chance" of making a trade deal with the EU. EU might have to "buy down" the tariffs like Japan did. He had a "good meeting" with Fed Chair Jerome Powell. He is "not having much luck" with Canada trade talks. He is not losing any sleep over the weaker dollar; he says a weaker dollar will help U.S. exports. Expects most trade deals will be done by August 1" @BretRosenthal on X 2025-07-25 14:41:04 UTC 2728 followers, XXX engagements
"3:30 update on the way Join the discussion on the ARMR exclusive Slack trading desk and find the pinned link to the live stream covering $UUUU $UEC $CCJ $UWM $DDM $IWM $DIA $SPY $QQQ $MSTR $ACHR $METC and more" @BretRosenthal on X 2025-07-15 19:18:28 UTC 2723 followers, XXX engagements
"$BWXT BWX Technologies announces $XXX billion in contracts for naval nuclear reactor components (139.85)" @BretRosenthal on X 2025-07-17 12:26:51 UTC 2727 followers, XXX engagements
"Alpha is shifting to commodities / materials $CLF $BTU $CNR $HCC $DOW $XHB $NAILS $CCJ $UUUU $UEC $METC $CPER $NUGT $AGQ $UGL and if you are not on it perhaps this would help" @BretRosenthal on X 2025-07-22 18:50:37 UTC 2723 followers, XXX engagements
"$CIEN on the move this morning #StocksToBuy" @BretRosenthal on X 2025-07-23 13:49:10 UTC 2725 followers, XX engagements
"#StocksToWatch on our Whiteboard $SOFI downgraded to Market Perform from Outperform at Citizens JMP $FTI downgraded to Neutral from Buy at BTIG Research" @BretRosenthal on X 2025-07-14 12:43:32 UTC 2723 followers, XXX engagements
"$MRNA Moderna: Florida researchers advance toward universal cancer vaccine study shows per CNBC (35.15 +2.42) related $PFE #StocksToWatch" @BretRosenthal on X 2025-07-23 16:20:33 UTC 2727 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 on X 2025-07-18 14:49:17 UTC 2728 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 on X 2025-07-18 14:51:30 UTC 2727 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 on X 2025-07-18 16:28:37 UTC 2724 followers, XXX engagements
"Morning Meeting 9:00 go time Wed. Live Stream open for all to join & bring your questions Covering: $GLD $XLU $SLV $CPER $DOW $BTU $CNR $HCC $XHB $NAIL $RBLX $IBM $AAPL $CCJ and more" @BretRosenthal on X 2025-07-23 12:55:55 UTC 2724 followers, XXX engagements
"Highlighted #StockToBuy during Morning Meeting just yesterday was. $CLF And it is ripping again this morning $NUE can't won't be far behind" @BretRosenthal on X 2025-07-22 13:41:18 UTC 2727 followers, XXX engagements
"$NEM +2% on EPS results & authorizes new $X bln share repurchase program)" @BretRosenthal on X 2025-07-25 12:35:48 UTC 2728 followers, XXX engagements
/creator/x::BretRosenthal