[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.] #  @ChadSquarejaw Chad Squarejaw, Sigma Male Chad Squarejaw, Sigma Male posts on X about $psix, psix, debt, $rdw the most. They currently have XXX followers and 1037 posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1518965630191374336/interactions)  - X Week XXXXXX +733% - X Month XXXXXX +329% - X Months XXXXXX -XX% - X Year XXXXXXX +12% ### Mentions: XX [#](/creator/twitter::1518965630191374336/posts_active)  ### Followers: XXX [#](/creator/twitter::1518965630191374336/followers)  - X Week XXX +4.80% - X Month XXX +7.20% - X Months XXX +22% - X Year XXX -XX% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1518965630191374336/influencer_rank)  ### Social Influence [#](/creator/twitter::1518965630191374336/influence) --- **Social category influence** [countries](/list/countries) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) [currencies](/list/currencies) **Social topic influence** [$psix](/topic/$psix), [psix](/topic/psix), [debt](/topic/debt), [$rdw](/topic/$rdw), [momentum](/topic/momentum), [$volt](/topic/$volt), [$bkd](/topic/$bkd), [nvda](/topic/nvda), [$nvda](/topic/$nvda), [eps](/topic/eps) **Top assets mentioned** [Redwire Corporation (RDW)](/topic/$rdw) [Bitvolt (VOLT)](/topic/$volt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Arcana Network (XAR)](/topic/$xar) [Steel Dynamics, Inc. (STLD)](/topic/$stld) [Nucor, Corp. (NUE)](/topic/$nue) [Reliance Steel & Aluminum, Co. (RS)](/topic/$rs) [A3S Protocol (AA)](/topic/$aa) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [MP Materials Corp. (MP)](/topic/$mp) [Embraer S.A. (ERJ)](/topic/$erj) [WELL3 (WELL)](/topic/$well) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Basilisk (BSX)](/topic/$bsx) [Stryker Corporation (SYK)](/topic/$syk) [United Community Banks, Inc. (UCB)](/topic/$ucb) [AstraZeneca PLC (AZN)](/topic/$azn) [AbbVie Inc (ABBV)](/topic/$abbv) [Mario Coin (COIN)](/topic/$coin) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Californium (CF)](/topic/$cf) [Allegheny Technologies (ATI)](/topic/$ati) [Carpenter Technology Corp (CRS)](/topic/$crs) [Fabrinet (FN)](/topic/$fn) [Loar Holdings Inc. (LOAR)](/topic/$loar) [Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [Prudential Financial Inc (PRU)](/topic/$pru) [Metronome (MET)](/topic/$met) [AMP Token (AMP)](/topic/$amp) [IBM (IBM)](/topic/$ibm) [Cognizant Technology Solutions Corp (CTSH)](/topic/$ctsh) [Robert Half International Inc (RHI)](/topic/$rhi) [Accenture (ACN)](/topic/$acn) [Matrix AI Network (MAN)](/topic/$man) [Infosys Limited (INFY)](/topic/$infy) [HCA Healthcare Inc (HCA)](/topic/$hca) [Universal Health Services, Inc. Class B (UHS)](/topic/$uhs) [Cigna Corp (CI)](/topic/$ci) ### Top Social Posts [#](/creator/twitter::1518965630191374336/posts) --- Top posts by engagements in the last XX hours "$AVGO Broadcom Inc new all time high It's not just $NVDA Nvidia"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1945867092340936754) 2025-07-17 15:24:01 UTC XXX followers, XX engagements "9/ Whether youre bullish on AI data centers reshoring or EVs it all runs on power. And the electrification megacycle is just getting started. Follow the current. β‘ $VOLT"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946033127593525702) 2025-07-18 02:23:47 UTC XXX followers, XX engagements "4/ $PSIX FY 2024 full-year: π Revenue: $476M (+4%) π΅ Net income: $69.3M (+163%) π EPS: $XXXX vs. $XXXX π° Gross margin up XX% YoY π Debt reduction of $35M over the year"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946031926214873562) 2025-07-18 02:19:01 UTC XXX followers, XX engagements "3/ $PSIX Q4 2024: π Sales: $144.3M (+38% YoY) π΅ Net income: $23.3M (+178%) π EPS: $XXXX vs. $XXXX π Gross margin: XXXX% (+360 bps) π Cash flow from ops (FY): $62.4M"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946031924662927775) 2025-07-18 02:19:01 UTC XXX followers, XX engagements "@JaguarAnalytics $PYZ ETF targets basic materials with momentum up XXXX% YTD at $XXXXX. Top XX holdings $STLD $NUE $RS $X $AA $FCX $MP $ATI $CRS $CF make up XXXX% of assets. $MP jumped 40-60% on $400M Pentagon deal boosting $PYZ"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1943505884367458798) 2025-07-11 03:01:26 UTC XXX followers, XX engagements "7/ $PSIX Lower warranty costs and improved product mix helped margins. Q1 warranty costs: $0.6M vs. $1.5M a year earlier. SG&A increased with scale but operating leverage is improving across the business"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946031930933498120) 2025-07-18 02:19:02 UTC XXX followers, XX engagements "$FN Fabrinet is another one with diverging price and MACD slopes. #Fabrinet hit an all-time high today and they do optical and other hardware for the tech industry"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1945340859819679849) 2025-07-16 04:32:58 UTC XXX followers, XX engagements "@SecDef @DOGE Oh yea I'll look to increase my $XAR"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1943418948743237967) 2025-07-10 21:15:59 UTC XXX followers, XX engagements "1/ β‘The Electrification Boom Is Here Power demand is rising for the first time in decades and its just the beginning. AI. Data centers. Reindustrialization. It all points to one megatrend: Electrification. $VOLT is your way to play it. Lets break it down π§΅"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946033109054709942) 2025-07-18 02:23:43 UTC XXX followers, XX engagements "5/ CEO Dino Xykis: Q1 2025 was our best first quarter ever. Strong demand from power systems especially in the data center sector plus strategic execution and financial discipline drove these results. $PSIX"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946031927779291344) 2025-07-18 02:19:01 UTC XXX followers, XX engagements "9/ $RDW Balance sheet at Q1: Cash: $7.5M Gross debt: $86.7M Theyre managing cash burn and expect improved operating leverage by year-end. No equity raise announced"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946030231732797831) 2025-07-18 02:12:17 UTC XXX followers, XXX engagements "8/ $RDW Their Lunar Gateway work (with Thales Alenia Space) on the I-Hab docking system reinforces Redwires leadership in space infrastructure and positions them as a #NASA partner of record for lunar habitation"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946030230415774007) 2025-07-18 02:12:17 UTC XXX followers, XXX engagements "6/ $PSIX is increasingly pivoting toward high-growth areas like: π Power for data centers π’ Oil & gas backup power π Away from lower-margin industrial/transportation markets (e.g. forklifts buses)"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946031929331270110) 2025-07-18 02:19:02 UTC XXX followers, XX engagements "@spectatorindex Excellent. I own $LOAR $DRS $ERJ and $XAR Send em to god and let him sort it out"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1942564694990156229) 2025-07-08 12:41:29 UTC XXX followers, XXX engagements "I'm checking out $BKD on #TOSMobile #chart @SchwabTrading"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1943162458769887581) 2025-07-10 04:16:47 UTC XXX followers, XX engagements "12/ $PSIX is quietly building a compelling story: β Multi-quarter profitability β Margin expansion β Debt reduction β Cash flow generation β Exposure to growing data infrastructure demand"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946031938655141945) 2025-07-18 02:19:04 UTC XXX followers, XX engagements "I closed my $ERJ position In at $XXXXX Trimmed at $XXXXX Again at $XXXXX Out at $XXXXX It's still on the watchlist but we'll see how this develops"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1945233319664165007) 2025-07-15 21:25:38 UTC XXX followers, XXX engagements "3/ $RDW Recent wins include: π NASA contract to launch X pharma investigations to ISS using PIL-BOX π€ Agreement to acquire Edge Autonomy (all regulatory approvals received) π° Contract with Thales Alenia for docking mechanism on Lunar I-Hab module"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946030223478403357) 2025-07-18 02:12:15 UTC XXX followers, XXX engagements "Down to about XX% cash Last two days have been about the energy transition defense/drones/missiles and semiconductors"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946204581048041528) 2025-07-18 13:45:05 UTC XXX followers, XX engagements "2/ $PSIX Q1 2025: π Sales: $135.4M (+42% YoY) π° Gross margin: XXXX% (+270 bps) π΅ Net income: $19.1M (+168%) π EPS: $XXXX vs. $XXXX π Debt down by $10M β Best Q1 performance in company history"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946031923014582312) 2025-07-18 02:19:00 UTC XXX followers, XX engagements "8/ Electrification isnt just ESG fluff anymore. Its about national security industrial policy AI scaling and productivity. $VOLT gives you exposure to the businesses powering that transformation"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946033120849137686) 2025-07-18 02:23:46 UTC XXX followers, XX engagements "@TommyThornton Ironically the Fed is the monopoly setter of interest rates Just setting the rate anywhere is inherently yield curve control"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946204912611917906) 2025-07-18 13:46:24 UTC XXX followers, XX engagements "@HedgeyeAI I'm not saying all inflation leads to wage gains but it often does as workers demand higher pay to keep up. We just experienced a transitory inflationary period where the Fed kept expectations anchored and people received wage increases. LOL Unrelated I'm sure"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1945659669416177745) 2025-07-17 01:39:48 UTC XXX followers, 11.3K engagements "8/ $PSIX Balance sheet update: π΅ Cash: $50M π Debt: $111M (down from $120.2M in Dec 2024) π Paid $10M off Shareholder Loan in Q1 π Interest expense nearly halved YoY (from $3.3M $1.8M)"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946031932481179661) 2025-07-18 02:19:02 UTC XXX followers, XX engagements "10/ $PSIX 2025 outlook: Expecting sales growth in power systems (esp. data center support) Industrial and transportation segments expected to be flat No specific guidance due to macro/geopolitical uncertainty (e.g. tariffs)"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946031935614222721) 2025-07-18 02:19:03 UTC XXX followers, XX engagements "13/ $PSIX Still under the radar but with XX% YoY growth debt reduction and continued strength in power systems this is one to watch in the small-cap industrial space. π"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946031945466696130) 2025-07-18 02:19:05 UTC XXX followers, XX engagements "White-collar sectors to avoid/underweight per ISM + macro: Prof. Services ( $ACN $MAN $RHI) IT & Info ( $INFY $CTSH $IBM) Healthcare ( $HCA $UHS $CI) Finance/Ins. ( $AMP $MET $PRU) Edu. & Admin ( $KFRC $HSII)"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1942965468450738199) 2025-07-09 15:14:00 UTC XXX followers, XXX engagements "2/ $RDW Book-to-bill in Q1 2025 was XXXX showing improvement from prior quarters. Redwire reaffirmed 2025 guidance: Revenue: $265M$285M Adj. EBITDA: $23M$33M They expect stronger performance in 2H 2025 especially Q4"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946030222031442165) 2025-07-18 02:12:15 UTC XXX followers, XXX engagements "$BKD Brookdale Senior Living Bull Case: Occupancy back to 8385% = meaningful EBITDA beat. HealthPlus becomes platform-like differentiator. Positive FCF and leverage reduction in 202526 could re-rate equity"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1943499536602653181) 2025-07-11 02:36:12 UTC XXX followers, XX engagements "@JaguarAnalytics $AIRR ETF focuses on U.S. industrial renaissance with top XX holdings like $DY (3.42%) $BWXT $EME $MTZ $RBC $HXL $WIRE $ACA $GVA $POWL making up XXXX% of assets. Strong XXXXX% gain over the past year perfect for industrials exposure"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1943505477909827820) 2025-07-11 02:59:49 UTC XXX followers, XXX engagements "@BittelJulien $BKD ripping with all the old people stupidly sailing away into the sunset"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1943499851783901227) 2025-07-11 02:37:27 UTC XXX followers, XX engagements "1/ $PSIX Power Solutions International just posted record results for Q4 and a blowout Q1 2025 showing strong growth profitability and momentum. Lets break it down π§΅"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946031920409911311) 2025-07-18 02:19:00 UTC XXX followers, XXX engagements "$BKD Brookdale Senior Living Inc. is showing accelerating operational momentum through a smart asset-heavy pivot RevPAR recovery and meaningful cost leverage. Management appears disciplined focused on long-term FCF growth and reinvestment. #boomers #aging #okboomer #oldlady"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1943499529019355599) 2025-07-11 02:36:10 UTC XXX followers, XXX engagements "1/ π $RDW Redwire Corporation reported Q1 2025 earnings and business updates. Revenue rose XXX% YoY to $62.9M driven by growth in civil space and commercial sectors. Adjusted EBITDA was $4.9M vs. $1.7M last year. Net loss narrowed to $7.1M. Gross margin: 29.8%. π§΅"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946030219674161207) 2025-07-18 02:12:14 UTC XXX followers, XXX engagements "10/ $RDW Redwire is building a diversified space platform spanning civil commercial pharma and defense. If execution holds 2H 2025 could be a breakout period. Low float high leverage to contracts and new TAMs (#biotech lunar ISR)"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946030238447907067) 2025-07-18 02:12:18 UTC XXX followers, XXX engagements "9/ $PSIX Uplisted to Nasdaq in Dec 2024 reflecting improved scale profitability and strategic maturity. Management is now exploring long-term debt refinancing to optimize the capital structure and support future growth"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946031934037172242) 2025-07-18 02:19:03 UTC XXX followers, XX engagements "2/ The Tema Electrification ETF $VOLT is an actively managed fund targeting companies positioned to benefit from the global electrification cycle. Not just utilities. Not just renewables. This is full-spectrum exposure across the entire electrification value chain"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946033111793627409) 2025-07-18 02:23:44 UTC XXX followers, XX engagements "I am max long $MSFT and $MSFU without calls"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1867412228800160036) 2024-12-13 03:32:24 UTC XXX followers, XX engagements "Built different. While youre crying over rate cuts and CPI prints Chads portfolio is melting faces and clapping cheeks. Tech defense energy EMsalpha in every sector. Benchmark Beat it YTD. Your girl fucked me. Stay soft. Chad stays long. $NVDA $COIN $XME $VXUS πͺπ"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946216587490627722) 2025-07-18 14:32:48 UTC XXX followers, XXX engagements "10-year looks like it may be losing the upward momentum.what if they cut $IEF $TLT $SHY $AGG Also - no doubt Powell is running cover for gundlach PTJ Druck etc so they can keep shorting treasuries"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946035162787299825) 2025-07-18 02:31:53 UTC XXX followers, XXX engagements "@Barchart So The policy rate is 4.25-4.5% Makes sense the long end trades in a range but never gets too far away from the policy rate"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1945823673472131216) 2025-07-17 12:31:30 UTC XXX followers, XXX engagements "While macro dorks debate soft landings Chads already cruising at 30000ft. Inflation cooling fiscal still juiced PMI ticking upand my portfolio Torchin benchmarks YTD. Built different. Long alpha short BS. $VXUS $COIN $NVDA $XME #SigmaTrader #MacroGod"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946777050301526335) 2025-07-20 03:39:52 UTC XXX followers, XX engagements "@dandolfa He worked to pump and dump $Zack coin @pulte @hudgov @SECGov @linamkhan"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1945231806099546376) 2025-07-15 21:19:37 UTC XXX followers, XX engagements "The $XME ETF tracks metals and mining with top holdings including $MP $NUE $STLD $RS $AA $CLF $X $CMC $FCX and $HL. #MP surged 40-60% after a $400M Pentagon deal making the DoD its largest shareholder to secure rare earths boosting #XME #REE #RareEarths"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1943501390787080385) 2025-07-11 02:43:34 UTC XXX followers, XXX engagements "$AGNG tracks aging population trend w/ healthcare & senior-focused stocks. Top XX holdings: #Chugai - XXXX% $EW - XXXX% $BSX - XXXX% $SYK - XXXX% $WELL - XXXX% $UCB - XXXX% $AZN - XXXX% $RO - XXXX% $NOVO - XXXX% $ABBV - XXXX% #bitcoin #okboomer #boomers"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1943496034107195558) 2025-07-11 02:22:17 UTC XXX followers, XXX engagements "11/ $PSIX Positioned as a fuel-agnostic U.S.-based power solutions provider: π Natural gas propane gasoline diesel biofuels π Turnkey systems for prime standby and microgrid applications π‘ Data center demand is a secular tailwind"  [@ChadSquarejaw](/creator/x/ChadSquarejaw) on [X](/post/tweet/1946031937191383094) 2025-07-18 02:19:04 UTC XXX followers, XX 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.]
Chad Squarejaw, Sigma Male posts on X about $psix, psix, debt, $rdw the most. They currently have XXX followers and 1037 posts still getting attention that total XXX engagements in the last XX hours.
Social category influence countries finance cryptocurrencies stocks technology brands exchanges currencies
Social topic influence $psix, psix, debt, $rdw, momentum, $volt, $bkd, nvda, $nvda, eps
Top assets mentioned Redwire Corporation (RDW) Bitvolt (VOLT) NVIDIA Corp. (NVDA) Arcana Network (XAR) Steel Dynamics, Inc. (STLD) Nucor, Corp. (NUE) Reliance Steel & Aluminum, Co. (RS) A3S Protocol (AA) Freeport-McMoRan Inc (FCX) MP Materials Corp. (MP) Embraer S.A. (ERJ) WELL3 (WELL) Edwards Lifesciences Corp (EW) Basilisk (BSX) Stryker Corporation (SYK) United Community Banks, Inc. (UCB) AstraZeneca PLC (AZN) AbbVie Inc (ABBV) Mario Coin (COIN) Broadcom, Inc. (AVGO) Californium (CF) Allegheny Technologies (ATI) Carpenter Technology Corp (CRS) Fabrinet (FN) Loar Holdings Inc. (LOAR) Leonardo DRS, Inc. Common Stock (DRS) Prudential Financial Inc (PRU) Metronome (MET) AMP Token (AMP) IBM (IBM) Cognizant Technology Solutions Corp (CTSH) Robert Half International Inc (RHI) Accenture (ACN) Matrix AI Network (MAN) Infosys Limited (INFY) HCA Healthcare Inc (HCA) Universal Health Services, Inc. Class B (UHS) Cigna Corp (CI)
Top posts by engagements in the last XX hours
"$AVGO Broadcom Inc new all time high It's not just $NVDA Nvidia" @ChadSquarejaw on X 2025-07-17 15:24:01 UTC XXX followers, XX engagements
"9/ Whether youre bullish on AI data centers reshoring or EVs it all runs on power. And the electrification megacycle is just getting started. Follow the current. β‘ $VOLT" @ChadSquarejaw on X 2025-07-18 02:23:47 UTC XXX followers, XX engagements
"4/ $PSIX FY 2024 full-year: π Revenue: $476M (+4%) π΅ Net income: $69.3M (+163%) π EPS: $XXXX vs. $XXXX π° Gross margin up XX% YoY π Debt reduction of $35M over the year" @ChadSquarejaw on X 2025-07-18 02:19:01 UTC XXX followers, XX engagements
"3/ $PSIX Q4 2024: π Sales: $144.3M (+38% YoY) π΅ Net income: $23.3M (+178%) π EPS: $XXXX vs. $XXXX π Gross margin: XXXX% (+360 bps) π Cash flow from ops (FY): $62.4M" @ChadSquarejaw on X 2025-07-18 02:19:01 UTC XXX followers, XX engagements
"@JaguarAnalytics $PYZ ETF targets basic materials with momentum up XXXX% YTD at $XXXXX. Top XX holdings $STLD $NUE $RS $X $AA $FCX $MP $ATI $CRS $CF make up XXXX% of assets. $MP jumped 40-60% on $400M Pentagon deal boosting $PYZ" @ChadSquarejaw on X 2025-07-11 03:01:26 UTC XXX followers, XX engagements
"7/ $PSIX Lower warranty costs and improved product mix helped margins. Q1 warranty costs: $0.6M vs. $1.5M a year earlier. SG&A increased with scale but operating leverage is improving across the business" @ChadSquarejaw on X 2025-07-18 02:19:02 UTC XXX followers, XX engagements
"$FN Fabrinet is another one with diverging price and MACD slopes. #Fabrinet hit an all-time high today and they do optical and other hardware for the tech industry" @ChadSquarejaw on X 2025-07-16 04:32:58 UTC XXX followers, XX engagements
"@SecDef @DOGE Oh yea I'll look to increase my $XAR" @ChadSquarejaw on X 2025-07-10 21:15:59 UTC XXX followers, XX engagements
"1/ β‘The Electrification Boom Is Here Power demand is rising for the first time in decades and its just the beginning. AI. Data centers. Reindustrialization. It all points to one megatrend: Electrification. $VOLT is your way to play it. Lets break it down π§΅" @ChadSquarejaw on X 2025-07-18 02:23:43 UTC XXX followers, XX engagements
"5/ CEO Dino Xykis: Q1 2025 was our best first quarter ever. Strong demand from power systems especially in the data center sector plus strategic execution and financial discipline drove these results. $PSIX" @ChadSquarejaw on X 2025-07-18 02:19:01 UTC XXX followers, XX engagements
"9/ $RDW Balance sheet at Q1: Cash: $7.5M Gross debt: $86.7M Theyre managing cash burn and expect improved operating leverage by year-end. No equity raise announced" @ChadSquarejaw on X 2025-07-18 02:12:17 UTC XXX followers, XXX engagements
"8/ $RDW Their Lunar Gateway work (with Thales Alenia Space) on the I-Hab docking system reinforces Redwires leadership in space infrastructure and positions them as a #NASA partner of record for lunar habitation" @ChadSquarejaw on X 2025-07-18 02:12:17 UTC XXX followers, XXX engagements
"6/ $PSIX is increasingly pivoting toward high-growth areas like: π Power for data centers π’ Oil & gas backup power π Away from lower-margin industrial/transportation markets (e.g. forklifts buses)" @ChadSquarejaw on X 2025-07-18 02:19:02 UTC XXX followers, XX engagements
"@spectatorindex Excellent. I own $LOAR $DRS $ERJ and $XAR Send em to god and let him sort it out" @ChadSquarejaw on X 2025-07-08 12:41:29 UTC XXX followers, XXX engagements
"I'm checking out $BKD on #TOSMobile #chart @SchwabTrading" @ChadSquarejaw on X 2025-07-10 04:16:47 UTC XXX followers, XX engagements
"12/ $PSIX is quietly building a compelling story: β
Multi-quarter profitability β
Margin expansion β
Debt reduction β
Cash flow generation β
Exposure to growing data infrastructure demand" @ChadSquarejaw on X 2025-07-18 02:19:04 UTC XXX followers, XX engagements
"I closed my $ERJ position In at $XXXXX Trimmed at $XXXXX Again at $XXXXX Out at $XXXXX It's still on the watchlist but we'll see how this develops" @ChadSquarejaw on X 2025-07-15 21:25:38 UTC XXX followers, XXX engagements
"3/ $RDW Recent wins include: π NASA contract to launch X pharma investigations to ISS using PIL-BOX π€ Agreement to acquire Edge Autonomy (all regulatory approvals received) π° Contract with Thales Alenia for docking mechanism on Lunar I-Hab module" @ChadSquarejaw on X 2025-07-18 02:12:15 UTC XXX followers, XXX engagements
"Down to about XX% cash Last two days have been about the energy transition defense/drones/missiles and semiconductors" @ChadSquarejaw on X 2025-07-18 13:45:05 UTC XXX followers, XX engagements
"2/ $PSIX Q1 2025: π Sales: $135.4M (+42% YoY) π° Gross margin: XXXX% (+270 bps) π΅ Net income: $19.1M (+168%) π EPS: $XXXX vs. $XXXX π Debt down by $10M β
Best Q1 performance in company history" @ChadSquarejaw on X 2025-07-18 02:19:00 UTC XXX followers, XX engagements
"8/ Electrification isnt just ESG fluff anymore. Its about national security industrial policy AI scaling and productivity. $VOLT gives you exposure to the businesses powering that transformation" @ChadSquarejaw on X 2025-07-18 02:23:46 UTC XXX followers, XX engagements
"@TommyThornton Ironically the Fed is the monopoly setter of interest rates Just setting the rate anywhere is inherently yield curve control" @ChadSquarejaw on X 2025-07-18 13:46:24 UTC XXX followers, XX engagements
"@HedgeyeAI I'm not saying all inflation leads to wage gains but it often does as workers demand higher pay to keep up. We just experienced a transitory inflationary period where the Fed kept expectations anchored and people received wage increases. LOL Unrelated I'm sure" @ChadSquarejaw on X 2025-07-17 01:39:48 UTC XXX followers, 11.3K engagements
"8/ $PSIX Balance sheet update: π΅ Cash: $50M π Debt: $111M (down from $120.2M in Dec 2024) π Paid $10M off Shareholder Loan in Q1 π Interest expense nearly halved YoY (from $3.3M $1.8M)" @ChadSquarejaw on X 2025-07-18 02:19:02 UTC XXX followers, XX engagements
"10/ $PSIX 2025 outlook: Expecting sales growth in power systems (esp. data center support) Industrial and transportation segments expected to be flat No specific guidance due to macro/geopolitical uncertainty (e.g. tariffs)" @ChadSquarejaw on X 2025-07-18 02:19:03 UTC XXX followers, XX engagements
"13/ $PSIX Still under the radar but with XX% YoY growth debt reduction and continued strength in power systems this is one to watch in the small-cap industrial space. π" @ChadSquarejaw on X 2025-07-18 02:19:05 UTC XXX followers, XX engagements
"White-collar sectors to avoid/underweight per ISM + macro: Prof. Services ( $ACN $MAN $RHI) IT & Info ( $INFY $CTSH $IBM) Healthcare ( $HCA $UHS $CI) Finance/Ins. ( $AMP $MET $PRU) Edu. & Admin ( $KFRC $HSII)" @ChadSquarejaw on X 2025-07-09 15:14:00 UTC XXX followers, XXX engagements
"2/ $RDW Book-to-bill in Q1 2025 was XXXX showing improvement from prior quarters. Redwire reaffirmed 2025 guidance: Revenue: $265M$285M Adj. EBITDA: $23M$33M They expect stronger performance in 2H 2025 especially Q4" @ChadSquarejaw on X 2025-07-18 02:12:15 UTC XXX followers, XXX engagements
"$BKD Brookdale Senior Living Bull Case: Occupancy back to 8385% = meaningful EBITDA beat. HealthPlus becomes platform-like differentiator. Positive FCF and leverage reduction in 202526 could re-rate equity" @ChadSquarejaw on X 2025-07-11 02:36:12 UTC XXX followers, XX engagements
"@JaguarAnalytics $AIRR ETF focuses on U.S. industrial renaissance with top XX holdings like $DY (3.42%) $BWXT $EME $MTZ $RBC $HXL $WIRE $ACA $GVA $POWL making up XXXX% of assets. Strong XXXXX% gain over the past year perfect for industrials exposure" @ChadSquarejaw on X 2025-07-11 02:59:49 UTC XXX followers, XXX engagements
"@BittelJulien $BKD ripping with all the old people stupidly sailing away into the sunset" @ChadSquarejaw on X 2025-07-11 02:37:27 UTC XXX followers, XX engagements
"1/ $PSIX Power Solutions International just posted record results for Q4 and a blowout Q1 2025 showing strong growth profitability and momentum. Lets break it down π§΅" @ChadSquarejaw on X 2025-07-18 02:19:00 UTC XXX followers, XXX engagements
"$BKD Brookdale Senior Living Inc. is showing accelerating operational momentum through a smart asset-heavy pivot RevPAR recovery and meaningful cost leverage. Management appears disciplined focused on long-term FCF growth and reinvestment. #boomers #aging #okboomer #oldlady" @ChadSquarejaw on X 2025-07-11 02:36:10 UTC XXX followers, XXX engagements
"1/ π $RDW Redwire Corporation reported Q1 2025 earnings and business updates. Revenue rose XXX% YoY to $62.9M driven by growth in civil space and commercial sectors. Adjusted EBITDA was $4.9M vs. $1.7M last year. Net loss narrowed to $7.1M. Gross margin: 29.8%. π§΅" @ChadSquarejaw on X 2025-07-18 02:12:14 UTC XXX followers, XXX engagements
"10/ $RDW Redwire is building a diversified space platform spanning civil commercial pharma and defense. If execution holds 2H 2025 could be a breakout period. Low float high leverage to contracts and new TAMs (#biotech lunar ISR)" @ChadSquarejaw on X 2025-07-18 02:12:18 UTC XXX followers, XXX engagements
"9/ $PSIX Uplisted to Nasdaq in Dec 2024 reflecting improved scale profitability and strategic maturity. Management is now exploring long-term debt refinancing to optimize the capital structure and support future growth" @ChadSquarejaw on X 2025-07-18 02:19:03 UTC XXX followers, XX engagements
"2/ The Tema Electrification ETF $VOLT is an actively managed fund targeting companies positioned to benefit from the global electrification cycle. Not just utilities. Not just renewables. This is full-spectrum exposure across the entire electrification value chain" @ChadSquarejaw on X 2025-07-18 02:23:44 UTC XXX followers, XX engagements
"I am max long $MSFT and $MSFU without calls" @ChadSquarejaw on X 2024-12-13 03:32:24 UTC XXX followers, XX engagements
"Built different. While youre crying over rate cuts and CPI prints Chads portfolio is melting faces and clapping cheeks. Tech defense energy EMsalpha in every sector. Benchmark Beat it YTD. Your girl fucked me. Stay soft. Chad stays long. $NVDA $COIN $XME $VXUS πͺπ" @ChadSquarejaw on X 2025-07-18 14:32:48 UTC XXX followers, XXX engagements
"10-year looks like it may be losing the upward momentum.what if they cut $IEF $TLT $SHY $AGG Also - no doubt Powell is running cover for gundlach PTJ Druck etc so they can keep shorting treasuries" @ChadSquarejaw on X 2025-07-18 02:31:53 UTC XXX followers, XXX engagements
"@Barchart So The policy rate is 4.25-4.5% Makes sense the long end trades in a range but never gets too far away from the policy rate" @ChadSquarejaw on X 2025-07-17 12:31:30 UTC XXX followers, XXX engagements
"While macro dorks debate soft landings Chads already cruising at 30000ft. Inflation cooling fiscal still juiced PMI ticking upand my portfolio Torchin benchmarks YTD. Built different. Long alpha short BS. $VXUS $COIN $NVDA $XME #SigmaTrader #MacroGod" @ChadSquarejaw on X 2025-07-20 03:39:52 UTC XXX followers, XX engagements
"@dandolfa He worked to pump and dump $Zack coin @pulte @hudgov @SECGov @linamkhan" @ChadSquarejaw on X 2025-07-15 21:19:37 UTC XXX followers, XX engagements
"The $XME ETF tracks metals and mining with top holdings including $MP $NUE $STLD $RS $AA $CLF $X $CMC $FCX and $HL. #MP surged 40-60% after a $400M Pentagon deal making the DoD its largest shareholder to secure rare earths boosting #XME #REE #RareEarths" @ChadSquarejaw on X 2025-07-11 02:43:34 UTC XXX followers, XXX engagements
"$AGNG tracks aging population trend w/ healthcare & senior-focused stocks. Top XX holdings: #Chugai - XXXX% $EW - XXXX% $BSX - XXXX% $SYK - XXXX% $WELL - XXXX% $UCB - XXXX% $AZN - XXXX% $RO - XXXX% $NOVO - XXXX% $ABBV - XXXX% #bitcoin #okboomer #boomers" @ChadSquarejaw on X 2025-07-11 02:22:17 UTC XXX followers, XXX engagements
"11/ $PSIX Positioned as a fuel-agnostic U.S.-based power solutions provider: π Natural gas propane gasoline diesel biofuels π Turnkey systems for prime standby and microgrid applications π‘ Data center demand is a secular tailwind" @ChadSquarejaw on X 2025-07-18 02:19:04 UTC XXX followers, XX engagements
/creator/x::ChadSquarejaw