# ![@ConnorJBates_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1295058863163674624.png) @ConnorJBates_ Connor Bates

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### Engagements: [-------] [#](/creator/twitter::1295058863163674624/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1295058863163674624/c:line/m:interactions.svg)

- [--] Week [---------] +57%
- [--] Month [---------] +140%
- [--] Months [----------] +229%
- [--] Year [----------] +66%

### Mentions: [--] [#](/creator/twitter::1295058863163674624/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1295058863163674624/c:line/m:posts_active.svg)

- [--] Week [---] +17%
- [--] Month [---] +37%
- [--] Months [-----] +78%
- [--] Year [-----] -6%

### Followers: [------] [#](/creator/twitter::1295058863163674624/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1295058863163674624/c:line/m:followers.svg)

- [--] Week [------] +2.40%
- [--] Month [------] +6%
- [--] Months [------] +42%
- [--] Year [------] +79%

### CreatorRank: [------] [#](/creator/twitter::1295058863163674624/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1295058863163674624/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3024 [finance](/list/finance)  #5984 [technology brands](/list/technology-brands)  9.83% [cryptocurrencies](/list/cryptocurrencies)  8.67% [automotive brands](/list/automotive-brands)  3.47% [social networks](/list/social-networks)  2.31% [countries](/list/countries)  1.73% [currencies](/list/currencies)  0.58% [exchanges](/list/exchanges)  0.58%

**Social topic influence**
[stocks](/topic/stocks) #2939, [breakout](/topic/breakout) #731, [ai](/topic/ai) 5.2%, [$pltr](/topic/$pltr) #21, [$itb](/topic/$itb) #1, [$ter](/topic/$ter) #55, [$sndk](/topic/$sndk) #64, [ter](/topic/ter) 4.05%, [spx](/topic/spx) #254, [$mu](/topic/$mu) #109

**Top accounts mentioned or mentioned by**
[@revereasset](/creator/undefined) [@fundmyfund](/creator/undefined) [@realsimpleariel](/creator/undefined) [@grok](/creator/undefined) [@william_r2rclub](/creator/undefined) [@learningwithmre](/creator/undefined) [@tonitrades_](/creator/undefined) [@gfi_himmelreich](/creator/undefined) [@connorjbates](/creator/undefined) [@stockspy1](/creator/undefined) [@incomesharks](/creator/undefined) [@swapnil_shah_](/creator/undefined) [@theshortbear](/creator/undefined) [@dvandenbord](/creator/undefined) [@manztrades](/creator/undefined) [@franvezz](/creator/undefined) [@wolfy357](/creator/undefined) [@amitisinvesting](/creator/undefined) [@michaeljburry](/creator/undefined) [@toddmichael70](/creator/undefined)

**Top assets mentioned**
[Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Teradyne, Inc. (TER)](/topic/$ter) [Sandisk Corporation (SNDK)](/topic/$sndk) [Micron Technology, Inc. (MU)](/topic/$mu) [Oracle Corporation (ORCL)](/topic/$orcl) [Toll Brothers, Inc. (TOL)](/topic/$tol) [AppLovin Corporation (APP)](/topic/$app) [IonQ, Inc. (IONQ)](/topic/$ionq) [Vertiv Holdings Co (VRT)](/topic/$vrt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Western Digital Corp (WDC)](/topic/$wdc) [Microsoft Corp. (MSFT)](/topic/$msft) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Karman Holdings Inc (KRMN)](/topic/$krmn) [Stacks (STX)](/topic/$stx) [SPX6900 (SPX)](/topic/$spx) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Spacemesh (SMH)](/topic/$smh) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amphenol Corporation (APH)](/topic/$aph) [Alibaba Group (BABA)](/topic/$baba) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Iris Energy Limited (IREN)](/topic/$iren) [Applied Digital Corp. (APLD)](/topic/$apld) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Tesla, Inc. (TSLA)](/topic/$tsla) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Bloom Energy Corporation (BE)](/topic/$be) [Nextracker Inc. (NXT)](/topic/$nxt) [PulteGroup, Inc. (PHM)](/topic/$phm) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [MongoDB, Inc. (MDB)](/topic/$mdb) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [XPENG INC. (XPEV)](/topic/$xpev) [D R Horton Inc (DHI)](/topic/$dhi) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Exxon Mobil (XOM)](/topic/$xom) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [Coca-Cola Co (KO)](/topic/$ko) [CoreWeave, Inc (CRWV)](/topic/$crwv) [SOLLENSYS CORP (SOLS)](/topic/$sols) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Quantum Computing [--] Year Returns 🤯 $RGTI +6217% $QBTS +3912% $QUBT +2798% $IONQ +670%"  
[X Link](https://x.com/ConnorJBates_/status/1977802323641716931)  2025-10-13T18:23Z 50K followers, 306.6K engagements


"More on the insane volatility under the surface. Brian Garrett "The stability at index level is truly masking the ferocity of the action under the surface in fact the volatility of our flagship custom baskets realised at [--] last week [--] vol points over the index far eclipsing anything weve seen before""  
[X Link](https://x.com/ConnorJBates_/status/2022391846538760614)  2026-02-13T19:26Z 50K followers, 57.1K engagements


"$MU - Breaking higher out of this consolidation"  
[X Link](https://x.com/ConnorJBates_/status/1798520614044815667)  2024-06-06T01:01Z 49.2K followers, [----] engagements


"Some ETFs to track for Artificial Intelligence and Energy Infrastructure: $AIPO - Defiance AI & Power Infrastructure ETF * Top Holdings - $GEV $ETN $PWR $VRT $CCJ $NVDA $AVGO $VOLT - Tema VOLT Electrification ETF * Top Holdings - $PWR $NEE $GEV $APH $AIQ - Global X Artificial Intelligence & Technology ETF * Top Holdings - $ORCL $PLTR $AVGO $METAQ $BABA $ARTY - iShares Future AI & Tech ETF * Top Holdings - $AMD $SMCI $ANET $MRVL $CEG https://twitter.com/i/web/status/1952688152209940670 https://twitter.com/i/web/status/1952688152209940670"  
[X Link](https://x.com/ConnorJBates_/status/1952688152209940670)  2025-08-05T11:08Z 49.1K followers, 12.3K engagements


"$IWM Poised to break out from a four-year consolidation. My gut says that IWM will see follow through this time"  
[X Link](https://x.com/ConnorJBates_/status/1968482258710356424)  2025-09-18T01:08Z 49.9K followers, 13.2K engagements


"Current Leading Themes & Stocks Many stocks/groups extended but this is a broad list of all the stocks in play worth watching. Aerospace/Defense - $KRMN $AVAV $ONDS $KTOS $RKLB $ASTS Quantum Computing - $IONQ $QBTS $RGTI $QUBT Computer Data Storage - $MU $STX $BLZE $PSTG $WDC Robotics - $TSLA $SYM $RR $PDYN Miners - Data Center - $IREN $RIOT $APLD $CIFR $HUT $HIVE $WULF $CLSK $BKKT Semiconductors - $ALAB $CRDO $RMBS $AVGO $NVDA $ASML $LRCX $KLAC $ACMR $AMAT $TSM $INTC Crypto - $ETHA $IBIT $SOLT $XXRP $BMNR $SBET Alternative Energy - BE NNE OKLO LEU LTBR PSIX SMR Software - APP SOUN MDB ORCL U"  
[X Link](https://x.com/ConnorJBates_/status/1972421670829711613)  2025-09-28T22:02Z 49.9K followers, 47.5K engagements


"$CSIQ $BE $TTMI $NXT"  
[X Link](https://x.com/ConnorJBates_/status/1989704349379858494)  2025-11-15T14:37Z 49.7K followers, [----] engagements


"@vikramskr Am I missing anything $LITE $COHR $CIEN $COMM $GLW $CSCO $AAOI"  
[X Link](https://x.com/ConnorJBates_/status/1992748149589569569)  2025-11-24T00:12Z 49.2K followers, 15.9K engagements


"Homebuilders continued RS and breaking out of short consolidations $ITB $NAIL $LEN $TOL $PHM"  
[X Link](https://x.com/ConnorJBates_/status/1996231526820831251)  2025-12-03T14:54Z 49.8K followers, [----] engagements


"Pulse on the recent AI disappointment $ORCL spent too much Higher FY26 capex $AVGO didn't raise AI revenue guidance ChatGPT-5.2 failed to spark excitement Most AI stocks flat on a 2-Month+basis $AIQ"  
[X Link](https://x.com/ConnorJBates_/status/2000259678354498031)  2025-12-14T17:40Z 49.9K followers, [----] engagements


"$SQM Monthly"  
[X Link](https://x.com/ConnorJBates_/status/2000380394965971382)  2025-12-15T01:40Z 49.3K followers, [----] engagements


"$TER Multi Year Monthly Cup & Handle Breakout One to watch heading into next year with lots of tailwinds"  
[X Link](https://x.com/ConnorJBates_/status/2000382728517398959)  2025-12-15T01:49Z 48.7K followers, 36.6K engagements


"$EEM Emerging Markets with an 18-Year Base"  
[X Link](https://x.com/ConnorJBates_/status/2005829516673851661)  2025-12-30T02:33Z 49.9K followers, 209.2K engagements


"$SNDK SanDisk price target raised to $390 from $300 at BofA"  
[X Link](https://x.com/ConnorJBates_/status/2008894312323449204)  2026-01-07T13:31Z 48.7K followers, [----] engagements


"$EOSE Eos Energy announces launch of Eos Indensity"  
[X Link](https://x.com/ConnorJBates_/status/2011433470246220211)  2026-01-14T13:41Z 49.2K followers, [----] engagements


"Software Stocks - Percentage Drawdown from All-Time Highs 🤯 $TTD 70% $DOCU 65% $ORCL 45% $DDOG 40% $CRM 37% $INTU 33% $TEAM 30% $PATH 84% $SNOW 51% $APP 23% $MSFT 17% $PLTR 17% $CRM 37% $ADBE 57% $NOW 44% $PANW 16% $CRWD 18% $HUBS 64% $SHOP 13% $WDAY 34% $AKAM 71% $PAYC 73% $DBX 42% $MDB 32% $IGV 16% $CLOU 34% https://twitter.com/i/web/status/2012601566293787022 https://twitter.com/i/web/status/2012601566293787022"  
[X Link](https://x.com/ConnorJBates_/status/2012601566293787022)  2026-01-17T19:03Z 48.9K followers, 31.7K engagements


"Leading Stocks & Themes 1-18-26 Memory/Data-Storage MU SNDK STX WDC Fiber Optics AXTI TSEM APH COHR VICR LASR CIEN LITE VIAV AAOI LPTH DY Aerospace/Defense (XAR) FTAI GE ISSC ATRO KRMN LMT BA JOBY Drones (DRNZ) ONDS AVAV UMAC RCAT KTOS Space (UFO) RKLB ASTS PL LUNR FLY VOYG SPIR AIRO VELO BKSY GILT SIDU SATS FEIM VSAT RDW Robotics (BOTZ ROBO ARKQ ROBT) TSLA TER SERV SYM XPEV ROK RR Homebuilders (ITB NAIL) TOL BLDR DFH DHI GRBK HOV KBH LEN MHO MTH PHM TPH Uranium (URA URNM URNJ NLR) CCJ LEU UUUU NXE UEC DNN Power Generation/Equipment/Storage PWR NVT SEI VRT BW BWXT ENS POWL EOSE STEM SMR AMPX"  
[X Link](https://x.com/ConnorJBates_/status/2013057596949737691)  2026-01-19T01:15Z 48.9K followers, 35.2K engagements


"Emerging markets remain a pocket of strength a few China names now setting up on the charts. $BABA $BIDU $FUTU $BILI $GDS $VNET $TCEHY $XPEV"  
[X Link](https://x.com/ConnorJBates_/status/2013234390076174655)  2026-01-19T12:57Z 49.9K followers, [----] engagements


"$GDS $VNET $TCEHY $XPEV"  
[X Link](https://x.com/ConnorJBates_/status/2013234399521783854)  2026-01-19T12:57Z 49.9K followers, [----] engagements


"$DHI "The Trump administration's MBS buying directive has provided a critical tailwind pushing rates under the psychological 6% barrier and effectively neutralizing some of the 'cautious consumer sentiment' that weighed on results in late 2025.""  
[X Link](https://x.com/ConnorJBates_/status/2013665200122044821)  2026-01-20T17:29Z 49.1K followers, [----] engagements


"How about that 18-Year Base Breakout in Emerging Markets $EEM Emerging Markets with an 18-Year Base https://t.co/mdOtBJrFr3 $EEM Emerging Markets with an 18-Year Base https://t.co/mdOtBJrFr3"  
[X Link](https://x.com/ConnorJBates_/status/2014376622808236130)  2026-01-22T16:36Z 49.9K followers, 148.9K engagements


"Nice strength in Uranium $UUUU $UEC $DNN $NXE $LEU"  
[X Link](https://x.com/ConnorJBates_/status/2014402009563025676)  2026-01-22T18:17Z 49.1K followers, [----] engagements


"Emerging Markets YTD Performance South Korea $EWY +21% Brazil $EWZ +14% South Africa $EZA +11% Mexico $EWW +9% China $FXI +3% vs. U.S. Equity Markets $IWM +8% $DIA +2.3% $NDX +1.58% $SPX +1.22%"  
[X Link](https://x.com/ConnorJBates_/status/2014781468761866730)  2026-01-23T19:25Z 49.9K followers, 23K engagements


"$USAR Short Interest"  
[X Link](https://x.com/ConnorJBates_/status/2015778008003412271)  2026-01-26T13:25Z 49.1K followers, [----] engagements


"A contrarian call would be that Cyber security starts to lead here after lagging for months. $CRWD $RBRK $NET $HACK"  
[X Link](https://x.com/ConnorJBates_/status/2015969857695605049)  2026-01-27T02:07Z 48.7K followers, 24.7K engagements


"Just Wild. $SLV printed $32bn in volume today roughly 15x its average. By far the most traded security on the planet today"  
[X Link](https://x.com/ConnorJBates_/status/2015970555023786060)  2026-01-27T02:10Z 49.1K followers, 20K engagements


"$DOCN Big stage [--] base breakout Stage [--] uptrend underway"  
[X Link](https://x.com/ConnorJBates_/status/2016140820609429694)  2026-01-27T13:26Z 49.2K followers, 13.7K engagements


"MAG-7 Positioning Net exposure is now 19.5% of total US net MV down from 21.5% at the mid-2024 peak and 21% in late October (3Q EPS) sitting in the 74th percentile vs. 1y and 79th vs. 3y. GS So what happens if these stocks crush it on ER"  
[X Link](https://x.com/ConnorJBates_/status/2016141928874590443)  2026-01-27T13:31Z 49.2K followers, [----] engagements


"$DXY Oh boy. Friendly reminder the U.S. dollar is on the verge of breaking a decade-long support trend-line. $DXY https://t.co/GVplLLbmbb Friendly reminder the U.S. dollar is on the verge of breaking a decade-long support trend-line. $DXY https://t.co/GVplLLbmbb"  
[X Link](https://x.com/ConnorJBates_/status/2016222122507464800)  2026-01-27T18:49Z 49.8K followers, 42.2K engagements


"Stocks = All Time Highs Consumer confidence = Lowest level in more than a decade Wild"  
[X Link](https://x.com/ConnorJBates_/status/2016506105552052224)  2026-01-28T13:38Z 48.9K followers, [----] engagements


"$STX $SNDK $MU $WDC"  
[X Link](https://x.com/ConnorJBates_/status/2016638519595225158)  2026-01-28T22:24Z 48.7K followers, 10.6K engagements


"Amazing. $SNDK looked extended here at $144. What about now trading at $350 Classic Super Stock. They show up time and time again. I have many posts on the criteria and this was no different. $SNDK looked extended here at $144. What about now trading at $350 Classic Super Stock. They show up time and time again. I have many posts on the criteria and this was no different"  
[X Link](https://x.com/ConnorJBates_/status/2017037175196369368)  2026-01-30T00:48Z 49.3K followers, 26.7K engagements


"The Market Feels Tired The QQQs essentially have been sideways for 3-months now and still below the October 29th high. So far MAG-7 earnings not offering enough juice to breakout from this range. $MSFT $TSLA weak and $META was the highlight $AAPL flat AH. Seems like we need a true catalyst to really breakout from this range been a buy support and sell strength market for some time. $IWM Has been the best index YTD but not sure how long that can last if QQQs dont break out. Been a great year if you are long Emerging markets Memory Space Uranium Semi's (selective)"  
[X Link](https://x.com/ConnorJBates_/status/2017056035521942013)  2026-01-30T02:03Z 48.7K followers, 30.5K engagements


"$QQQ $SPX Months of chop inside of these ranges. I expect a directional move sometime soon"  
[X Link](https://x.com/ConnorJBates_/status/2018133365828853766)  2026-02-02T01:24Z 49.2K followers, 11.6K engagements


"Hmmmm Interesting "Staples is now the most net sold sector YTD in % terms after seeing outflows in [--] of the past [--] weeks." "Staples long/short ratio now stands at [----] which is near five-year lows in the 2nd percentile.""  
[X Link](https://x.com/ConnorJBates_/status/2018135527434682637)  2026-02-02T01:32Z 48.7K followers, [----] engagements


"Friendly reminder that Exxon Mobil is following through out of a multi-year base. $XOM"  
[X Link](https://x.com/ConnorJBates_/status/2018136786434691107)  2026-02-02T01:37Z 49.8K followers, 15.5K engagements


"@TheShortBear How the year has started for the most part: https://x.com/ConnorJBates_/status/2017991793665536284s=20 YTD performance of the eleven mainline sectors that comprise the S&P [---]. The tilt toward procyclical positioning is anything but subtle. https://t.co/AnbvcXsSMw https://x.com/ConnorJBates_/status/2017991793665536284s=20 YTD performance of the eleven mainline sectors that comprise the S&P [---]. The tilt toward procyclical positioning is anything but subtle. https://t.co/AnbvcXsSMw"  
[X Link](https://x.com/ConnorJBates_/status/2018139722502078918)  2026-02-02T01:49Z 48.8K followers, [----] engagements


"$ORCL Spending Plans [--]. Plans to raise $45 to $50 billion this year using a mix of debt and equity funding. [--]. Borrowing will be done with a "single one-time issuance" of corporate bonds. [--]. Will sell a modest amount of preferred stock and then plans to raise up to $20 billion by selling new common stock via an "at-the-market" issuance program. https://twitter.com/i/web/status/2018296693591019792 https://twitter.com/i/web/status/2018296693591019792"  
[X Link](https://x.com/ConnorJBates_/status/2018296693591019792)  2026-02-02T12:13Z 49.1K followers, [----] engagements


"Extremely powerful bounce in Fiber Optics names today"  
[X Link](https://x.com/ConnorJBates_/status/2018352307084079171)  2026-02-02T15:54Z 49.7K followers, 27.4K engagements


"Transports rocking today $KNX $ODFL $XPO $SAIA"  
[X Link](https://x.com/ConnorJBates_/status/2018405090965475492)  2026-02-02T19:24Z 49.8K followers, [----] engagements


"Quite the market when Pepsi and Coca-Cola are two of the best base breakouts"  
[X Link](https://x.com/ConnorJBates_/status/2018746245095788941)  2026-02-03T17:59Z 49.2K followers, [----] engagements


"Many of the market leaders off the 2022/2023 bottom are cracking the 200-DMA. $CRDO $APP $PLTR $HOOD"  
[X Link](https://x.com/ConnorJBates_/status/2018778599667503163)  2026-02-03T20:08Z 49.9K followers, 18.1K engagements


"Crypto YTD Performance #BTC -13.50% #ETH -24.95% #SOL -21.69% #XRP -13.73% #LINK -22% #ZEC -46.79% #BNB -12.61% #LTC -22.60%"  
[X Link](https://x.com/ConnorJBates_/status/2018837200839069841)  2026-02-04T00:01Z 48.7K followers, [----] engagements


"$NASI $NYSI"  
[X Link](https://x.com/ConnorJBates_/status/2018854676192739806)  2026-02-04T01:10Z 48.7K followers, [----] engagements


"Friendly reminder that Energy is breaking out from a decade long base. And it just posted its highest monthly close ever. $XLE"  
[X Link](https://x.com/ConnorJBates_/status/2018857834470158770)  2026-02-04T01:23Z 49.8K followers, 56.9K engagements


"$NFLX Down [--] weeks in a row Crazy"  
[X Link](https://x.com/ConnorJBates_/status/2018860329430594032)  2026-02-04T01:33Z 49.2K followers, 16K engagements


"$IGV / $SMH"  
[X Link](https://x.com/ConnorJBates_/status/2019046197353415140)  2026-02-04T13:51Z 49.8K followers, [----] engagements


"Great time hanging out with @Wordsofrizdom today"  
[X Link](https://x.com/ConnorJBates_/status/2019532767583703338)  2026-02-05T22:05Z 49.8K followers, 13.7K engagements


"@fundmyfund $TER the true robotics leader. Maybe folks will notice that soon"  
[X Link](https://x.com/ConnorJBates_/status/2020336401150062996)  2026-02-08T03:18Z 49.7K followers, [---] engagements


"S&P [---] 52-Week Market Breadth Expanding Bullish"  
[X Link](https://x.com/ConnorJBates_/status/2020610742945542246)  2026-02-08T21:28Z 49.8K followers, 14.4K engagements


"Washed Out One year ago software traded at a 70% PE premium to the market Now gone"  
[X Link](https://x.com/ConnorJBates_/status/2020611086849106342)  2026-02-08T21:29Z 49.8K followers, 35.6K engagements


"$XLK Tech stocks have seen a significant de-rating with forward PEG ratios now trading near 5-year lows. Froth Out"  
[X Link](https://x.com/ConnorJBates_/status/2020612176525054007)  2026-02-08T21:34Z 49.2K followers, [----] engagements


"20-day factor volatility (Momentum Growth Size Volatility Value) jumped to the highest level since [----] Fast repricing of leadership and one you typically only see when positioning is being actively unwound"  
[X Link](https://x.com/ConnorJBates_/status/2020849313564201215)  2026-02-09T13:16Z 49.8K followers, 10.9K engagements


"Always put risk first. No matter how much you like the company the only thing that pays at the end of the day is price. $HIMS -75% off ATH's"  
[X Link](https://x.com/ConnorJBates_/status/2020854091753119830)  2026-02-09T13:35Z 49.7K followers, 13.7K engagements


"@labubu_trader Yes. so far the tape agrees"  
[X Link](https://x.com/ConnorJBates_/status/2020866412890165658)  2026-02-09T14:24Z 49.2K followers, [---] engagements


"Open AI Basket $ORCL +9.64% $CRWV +7.60% $SFTBY +5.34% $AMD +3.63% $MSFT +3.11% $NVDA +2.50% Theres a lot of negativity around OAI right now but price may be starting to bottom out"  
[X Link](https://x.com/ConnorJBates_/status/2020973096505835652)  2026-02-09T21:28Z 49.8K followers, 10.3K engagements


"This chart reflects the current market environment Sectors getting disrupted stocks moving 10% to 20% and themes/factors having 3x to 6x standard deviation moves"  
[X Link](https://x.com/ConnorJBates_/status/2021212319691252067)  2026-02-10T13:19Z 49.8K followers, [----] engagements


"$SPGI -18% on weak outlook Another AI displacement casualty"  
[X Link](https://x.com/ConnorJBates_/status/2021217786370928786)  2026-02-10T13:40Z 49.8K followers, 12.2K engagements


"@LearningwithmrE Heavily Manipulated sounds like an excuse"  
[X Link](https://x.com/ConnorJBates_/status/2021356590046040417)  2026-02-10T22:52Z 49.7K followers, [---] engagements


"@RealSimpleAriel Cyclical Bull Market"  
[X Link](https://x.com/ConnorJBates_/status/2021357741089096041)  2026-02-10T22:56Z 49.9K followers, [----] engagements


"@RealSimpleAriel Bear market for the HOOD HIMS PLTR HODLERS"  
[X Link](https://x.com/ConnorJBates_/status/2021358081616248944)  2026-02-10T22:58Z 49.8K followers, [----] engagements


"@dvandenbord 😂😂"  
[X Link](https://x.com/ConnorJBates_/status/2021397715360661949)  2026-02-11T01:35Z 49.7K followers, [----] engagements


"@ManzTrades Boomer bull market innit"  
[X Link](https://x.com/ConnorJBates_/status/2021403212096602235)  2026-02-11T01:57Z 49.8K followers, [----] engagements


"@FranVezz $BE ADR is 11% its normal No different than $KO moving 1.5%"  
[X Link](https://x.com/ConnorJBates_/status/2021409659073319251)  2026-02-11T02:23Z 49.8K followers, [----] engagements


"Looks like software is back to scheduled drilling"  
[X Link](https://x.com/ConnorJBates_/status/2021624944501907855)  2026-02-11T16:38Z 49.8K followers, 25.3K engagements


"Size vs. Value YTD Performance Small-Cap Value +8.49% Mid-Cap Value +6.80% Mid-Cap Core +6.53% vs. Large-Cap Growth -2.72%"  
[X Link](https://x.com/ConnorJBates_/status/2021655401952161998)  2026-02-11T18:39Z 49.8K followers, [----] engagements


"Small-Cap High Dividend and Value crushing Growth Momentum & Low Volatility"  
[X Link](https://x.com/ConnorJBates_/status/2021655696295833751)  2026-02-11T18:40Z 49.8K followers, [----] engagements


"@Yam_Trades Nice shout on $DSPX. never heard of it Ty"  
[X Link](https://x.com/ConnorJBates_/status/2021659284887810206)  2026-02-11T18:55Z 49.8K followers, [---] engagements


"Market Recap Video Posted REVERE DAILY MARKET INSIGHT VIDEO (2-11-2026): BY @ConnorJBates_ JOBS DATA SPARKS VOLATILITY AS RATE CUT ODDS DECLINE I also highlight the extreme market dispersion were seeing now along with previous instances when it occurred. $VRT $TOL $SNDK $SOLS $TER LIKES & https://t.co/4GZAgMqspu REVERE DAILY MARKET INSIGHT VIDEO (2-11-2026): BY @ConnorJBates_ JOBS DATA SPARKS VOLATILITY AS RATE CUT ODDS DECLINE I also highlight the extreme market dispersion were seeing now along with previous instances when it occurred. $VRT $TOL $SNDK $SOLS $TER LIKES &"  
[X Link](https://x.com/ConnorJBates_/status/2021708955043401921)  2026-02-11T22:12Z 49.9K followers, [----] engagements


"RT @zephyr_z9: IIRC [--] GW of DC capacity will come online this year So basically [-----] tons of copper per GW"  
[X Link](https://x.com/ConnorJBates_/status/2021711270949368103)  2026-02-11T22:21Z 49.6K followers, [--] engagements


"The great thing about running a trend-following system is that when its done right you naturally end up in the best trends and leading stocks while sidestepping the big drawdowns every stock eventually goes through"  
[X Link](https://x.com/ConnorJBates_/status/2021726928215175535)  2026-02-11T23:23Z 49.9K followers, 10.6K engagements


"@wolfy357 Yes $VRT nice day as well"  
[X Link](https://x.com/ConnorJBates_/status/2021781677220278641)  2026-02-12T03:01Z 49.8K followers, [----] engagements


"@SPYSTSignals Yep"  
[X Link](https://x.com/ConnorJBates_/status/2021782848860983414)  2026-02-12T03:06Z 49.8K followers, [----] engagements


"@Trades_with_Jim Yes you sell some into strength to lock gains in during the trend and use a piece to trail for a sell on weakness. The true big monster trends alway cover the other paper cuts"  
[X Link](https://x.com/ConnorJBates_/status/2021945164781240827)  2026-02-12T13:51Z 49.9K followers, [---] engagements


"New 5x single stock ETFs filed by Volatility Shares 🤯🤯 5x AMD ETF 5x AMZN ETF 5x COIN ETF 5x CRCL ETF 5x GOOGL ETF 5x MSTR ETF 5x NVDA ETF 5x PLTR ETF 5x TSLA ETF 5x Bitcoin ETF 5x Ether ETF 5x Solana ETF 5x XRP ETF"  
[X Link](https://x.com/ConnorJBates_/status/1978265742026871288)  2025-10-15T01:04Z 50K followers, 987.4K engagements


"Are you ready for the possibility that Energy could start outperforming Tech $XLE vs $QQQ"  
[X Link](https://x.com/ConnorJBates_/status/2019046675722256859)  2026-02-04T13:53Z 50K followers, 70.7K engagements


"The Crowd Is Nervous About Tech Downside $NDX Put-call skew is not far from Liberation Day panic levels"  
[X Link](https://x.com/ConnorJBates_/status/2022127397928415386)  2026-02-13T01:55Z 50K followers, 23.6K engagements


"@amitisinvesting @michaeljburry Hey @amitisinvesting friendly reminder $PLTR is in a stage [--] downtrend"  
[X Link](https://x.com/ConnorJBates_/status/2022788764901232904)  2026-02-14T21:43Z 50K followers, 43.1K engagements


"ISM Manufacturing PMI breaking out into clear expansion territory after a long sideways phase. Reacceleration in growth. Been very vocal about the cyclical bull market happening right now"  
[X Link](https://x.com/ConnorJBates_/status/2020578691646902435)  2026-02-08T19:21Z 50K followers, 30.2K engagements


"Friendly reminder that Regional Banks are on the cusp of a multiyear breakout. $KRE"  
[X Link](https://x.com/ConnorJBates_/status/2020591490746270139)  2026-02-08T20:12Z 50K followers, 37.5K engagements


"Hartnett: "Our BofA Bull & Bear Indicator is at [---] signal which is Sell." "It is actually the most extreme sell signal in many years for this indicator.""  
[X Link](https://x.com/ConnorJBates_/status/2020611861566132703)  2026-02-08T21:33Z 50K followers, 163.9K engagements


"$DOCN Daily/Weekly Major RS vs other Software names and just now entering stage [--] uptrend. Lots of activity on the August max strike calls Friday"  
[X Link](https://x.com/ConnorJBates_/status/2020619467609530610)  2026-02-08T22:03Z 50K followers, 14.7K engagements


"Copper looks ready to start another leg higher here soon $FCX $SCCO $ERO $HBM"  
[X Link](https://x.com/ConnorJBates_/status/2021400658239422488)  2026-02-11T01:47Z 50K followers, 22.1K engagements


"Growth Darlings Drawdown From Highs $HOOD -48% $IREN -43% $PLTR -32% $APP -36% $ORCL -53% $HIMS -76% $IONQ -58% $SOFI -34% $COIN -63% $CRWV -49% $CRDO -37% $RDDT -47% $NBIS -35% $ONDS -33%"  
[X Link](https://x.com/ConnorJBates_/status/2021400932119085467)  2026-02-11T01:48Z 50K followers, 121.4K engagements


"Freeport-McMoRan casually breaking out from a decade+ long base. $FCX"  
[X Link](https://x.com/ConnorJBates_/status/2021403370997928127)  2026-02-11T01:58Z 50K followers, 17.3K engagements


"Monthly/Weekly Chart = Big picture trend & perspective Daily Chart = Timing and setup Hourly/Intraday Chart = Trade execution"  
[X Link](https://x.com/ConnorJBates_/status/2021408532067909725)  2026-02-11T02:18Z 50K followers, [----] engagements


"$TER Amazing how much RS this name continues to display"  
[X Link](https://x.com/ConnorJBates_/status/2021628857636569141)  2026-02-11T16:54Z 50K followers, [----] engagements


"Previous "Dispersion Spreads" have happened around some serious Macro Market shocks. h/t Nomura Vol"  
[X Link](https://x.com/ConnorJBates_/status/2021657774946697672)  2026-02-11T18:49Z 50K followers, 17.4K engagements


"RT @mattshumer_: http://x.com/i/article/2021095128832622592 http://x.com/i/article/2021095128832622592"  
[X Link](https://x.com/ConnorJBates_/status/2021678692544421983)  2026-02-11T20:12Z 50K followers, 25.8K engagements


"Memory stocks look like theyre setting up for a parabolic finale. $SNDK $MU $WDC $STX"  
[X Link](https://x.com/ConnorJBates_/status/2021698946058375662)  2026-02-11T21:32Z 50K followers, 75.7K engagements


"$SOLS Beautiful action here"  
[X Link](https://x.com/ConnorJBates_/status/2021779721776758788)  2026-02-12T02:53Z 50K followers, [----] engagements


"Semiconductor Equipment & Materials YTD Performance"  
[X Link](https://x.com/ConnorJBates_/status/2021782792439251159)  2026-02-12T03:05Z 50K followers, 86.9K engagements


"On today's episode of what blew up we have $CHRW $EXPD $CBRE"  
[X Link](https://x.com/ConnorJBates_/status/2021975496347500964)  2026-02-12T15:51Z 50K followers, 12.1K engagements


"Who is chasing Consumer Staples up here $XLP"  
[X Link](https://x.com/ConnorJBates_/status/2022132274494664853)  2026-02-13T02:14Z 50K followers, 12.3K engagements


"Nowhere to hide besides $WMT at 50x earnings"  
[X Link](https://x.com/ConnorJBates_/status/2022133687874392420)  2026-02-13T02:20Z 50K followers, 17.7K engagements


""AI at Risk" Index has been getting slaughtered"  
[X Link](https://x.com/ConnorJBates_/status/2022291897515995559)  2026-02-13T12:48Z 50K followers, [----] engagements


"Are you paying attention to the breakout in the S&P500 Low Volatility Index Back above November [----] highs"  
[X Link](https://x.com/ConnorJBates_/status/2022292848322687022)  2026-02-13T12:52Z 50K followers, 11.3K engagements


"TLDR of the current market narrative: Stage [--] Everyone dumped Software. Stage [--] Info Services got nuked thanks to Claudes fancy new features. Stage [--] Collateral damage hit Insurance Brokers and Wealth Managers. Stage [--] Out of nowhere the market decided anything resembling a distribution business had to go too CRE brokers real estate shops lead-gen names you name it. Stage [--] The white-collar apocalypse narrative caught fire Consumer Finance Big Banks Office REITs BNPL all got smoked. Next Naturally were heading straight into the Great Depression and a Zombie Apocalypse."  
[X Link](https://x.com/ConnorJBates_/status/2022297814202540102)  2026-02-13T13:12Z 50K followers, 45.6K engagements


"$IBIT $IGV Bitcoin & Software continue to move in tandem with both attempting to confirm a higher low today"  
[X Link](https://x.com/ConnorJBates_/status/2022381218239774727)  2026-02-13T18:43Z 50K followers, 10.8K engagements


"Some of the growth boys with no risk management are going to learn what Stage [--] means"  
[X Link](https://x.com/ConnorJBates_/status/2022789283401113889)  2026-02-14T21:45Z 50K followers, 51.6K engagements


"Solar Stocks $CSIQ $DQ $FSLR $NXT"  
[X Link](https://x.com/ConnorJBates_/status/1989746639704375506)  2025-11-15T17:25Z 49.9K followers, 15.8K engagements


"I discuss three different positions held for clients in the TURBOTECTION Portfolio. $EQT $TER $LMND [--] STOCKS WE OWN The bigger the base the higher in space. 📈 In this clip from Fridays YOUR MONEY PODCAST @ConnorJBates_ breaks down [--] stocks we own. https://t.co/YUt7ugMh6F [--] STOCKS WE OWN The bigger the base the higher in space. 📈 In this clip from Fridays YOUR MONEY PODCAST @ConnorJBates_ breaks down [--] stocks we own. https://t.co/YUt7ugMh6F"  
[X Link](https://x.com/ConnorJBates_/status/1997352822468223172)  2025-12-06T17:09Z 49.9K followers, 20.8K engagements


"$RBRK $SKYT $ALB $SMTC"  
[X Link](https://x.com/ConnorJBates_/status/1998566493269930166)  2025-12-10T01:32Z 49.9K followers, [----] engagements


"$TTAN $LSCC $DOCN $JMIA"  
[X Link](https://x.com/ConnorJBates_/status/1998566496046301568)  2025-12-10T01:32Z 49.9K followers, [----] engagements


"One thing to watch heading into [----] is the potential rotation out of semis and into software. Semiconductors have been crushing software for a while so it may be time for some mean reversion. What are your favorite software stocks right now and why"  
[X Link](https://x.com/ConnorJBates_/status/2003597781551009861)  2025-12-23T22:45Z 49.9K followers, 24.7K engagements


"$BRKB Berkshire Hathaway coiled up in a 7-month base"  
[X Link](https://x.com/ConnorJBates_/status/2006383128626311331)  2025-12-31T15:13Z 49.9K followers, 10.2K engagements


"$TSEM Tower Semiconductor price target raised to $150 from $120 at Benchmark"  
[X Link](https://x.com/ConnorJBates_/status/2009616762367603045)  2026-01-09T13:22Z 49.9K followers, [----] engagements


"$KRMN Karman price target raised to $118 from $89 at Truist"  
[X Link](https://x.com/ConnorJBates_/status/2009617576935207162)  2026-01-09T13:25Z 49.9K followers, [----] engagements


"$SNDK SanDisk price target raised to $580 from $300 at Bernstein Welcome to the party Bernstein"  
[X Link](https://x.com/ConnorJBates_/status/2011433256798076962)  2026-01-14T13:40Z 49.9K followers, [----] engagements


"$CRDO Credo Technology price target raised to $260 from $220 at Barclays"  
[X Link](https://x.com/ConnorJBates_/status/2011796001200259325)  2026-01-15T13:41Z 49.9K followers, 23.4K engagements


"Are You Bullish Homebuilders $TOL $PHM $DHI $ITB"  
[X Link](https://x.com/ConnorJBates_/status/2012167452331835470)  2026-01-16T14:17Z 49.9K followers, [----] engagements


"So Many Already High-Beta Stocks Now Have 2x Levered ETF's: APLD - $APLX GEV - $GEVX ASTS - $ASTX AVAV - $AVXX BE - $BEX FLY - $FLYT GLXY - $GLGG IREN - $IRE KTOS - $KTUP NNE - $NNEX NVTS - $NVTX RIOT - $RIOX BMNR - $BMNU CRWV - $CWVX DJT - $DJTU IONQ - $IONX NBIS - $NEBX OKLO - $OKLL QBTS - $QBTX RGTI - $RGTX RKLB - $RKLX SMR - $SMU INTC - $INTW MU - $MUU AMD - $AMDL BABA - $BABX CIFR - $CIFU GEV - $GEVX ALAB - $LABX MP - $MPL MSTR - $MSTX RBLX - $RBLU SBET - $SBTU SMCI - $SMCX VRT - $VRTL NVO - $NVOX HOOD - $ROBN ACHR - $ARCX JOBY - $JOBX CLSK - $CLSX WULF - $WULX HUT - $HUTG OPEN - $OPEX"  
[X Link](https://x.com/ConnorJBates_/status/2012965908147208457)  2026-01-18T19:10Z 49.9K followers, 20.4K engagements


"$SKYT $ACMR $CRML $PL"  
[X Link](https://x.com/ConnorJBates_/status/2013297110435705134)  2026-01-19T17:06Z 49.9K followers, [----] engagements


"$SERV $QS $ONTO $RDDT"  
[X Link](https://x.com/ConnorJBates_/status/2013298899037868146)  2026-01-19T17:13Z 49.9K followers, [----] engagements


"The Real AI Action Is In Asia [--]. KOSPI fresh ATH's [--]. SK Hynix flagging at all-time highs [--]. Samsung Electronics is going parabolic Past [--] Year Gains: [--]. SK Hynix +246% [--]. Samsung Electronics +184% [--]. Advantest +142% vs. $NVDA +30% Massive gap between KOSPI and SPX - Export proxy for global demand. 40% of Korea's GDP comes from exports - Cycle Sensitivity: Korea equities are highly cyclical - Foreign Flows https://twitter.com/i/web/status/2014337762191659097 https://twitter.com/i/web/status/2014337762191659097"  
[X Link](https://x.com/ConnorJBates_/status/2014337762191659097)  2026-01-22T14:02Z 49.9K followers, [----] engagements


"Anyone paying attention to the fact that Latin America is breaking out of a 15+ year downtrend $ILF"  
[X Link](https://x.com/ConnorJBates_/status/2014775814483546342)  2026-01-23T19:02Z 49.9K followers, 127.6K engagements


"Mid-term years Seasonally mid-term years tend to see downside volatility and ranging action. Something to be mindful of. h/t @CarsonResearch @RyanDetrick"  
[X Link](https://x.com/ConnorJBates_/status/2015861958696698235)  2026-01-26T18:58Z 49.9K followers, 17.7K engagements


"Thematic sectors/stocks sold off big time today Quantum Space AI/DC Drones Rare Earth (Massive News Reversal) and Nuclear/Uranium. Silver is potentially putting in a climax top today. Where does this money flow if so That is the main question. Crypto is still lackluster. Divergence between IWM/QQQ narrowing. what happens next Software is the bright spot of today after fears got extreme. MDB DOCN NET TWLO etc. stand out. Government shutdown now looming and a massive week of earnings + FOMC. Expecting some chop here. https://twitter.com/i/web/status/2015892365194506486"  
[X Link](https://x.com/ConnorJBates_/status/2015892365194506486)  2026-01-26T20:59Z 49.9K followers, 19.2K engagements


"$TER +20% AH on ER Another beautiful name that no one on here talks about love it $TER Multi Year Monthly Cup & Handle Breakout One to watch heading into next year with lots of tailwinds. https://t.co/hVGG8qXUf6 $TER Multi Year Monthly Cup & Handle Breakout One to watch heading into next year with lots of tailwinds. https://t.co/hVGG8qXUf6"  
[X Link](https://x.com/ConnorJBates_/status/2018443294121091409)  2026-02-02T21:55Z 49.9K followers, 23.5K engagements


"$TER "Our Q4 results were above the high end of our guidance range fueled by AI-related demand in compute networking and memory within our Semi Test business." "In [----] we expect year-over-year growth across all of our businesses with strong momentum in compute driven by AI." https://twitter.com/i/web/status/2018656739021783125 https://twitter.com/i/web/status/2018656739021783125"  
[X Link](https://x.com/ConnorJBates_/status/2018656739021783125)  2026-02-03T12:04Z 49.9K followers, [----] engagements


"$NVDA has essentially gone nowhere since last summer Asian AI names SK Hynix Samsung and Advantest have been going parabolic"  
[X Link](https://x.com/ConnorJBates_/status/2018704144203141467)  2026-02-03T15:12Z 49.9K followers, [----] engagements


"$IGV Highest volume ever today"  
[X Link](https://x.com/ConnorJBates_/status/2018843755491754369)  2026-02-04T00:27Z 49.9K followers, 16.3K engagements


"$IGV +3.15% today Record Low Positioning + Extreme Negative Sentiment Will have to see if it can hold these lows"  
[X Link](https://x.com/ConnorJBates_/status/2020972143119327391)  2026-02-09T21:24Z 49.9K followers, [----] engagements


"$ITB $NAIL Nice action in Homebuilders today. $TOL leading & breaking out into new 52-Week Highs"  
[X Link](https://x.com/ConnorJBates_/status/2021252924819624432)  2026-02-10T16:00Z 49.9K followers, [----] engagements


"Toll Brothers working on a weekly cup & handle base breakout. $TOL"  
[X Link](https://x.com/ConnorJBates_/status/2021304142363259355)  2026-02-10T19:23Z 49.9K followers, [----] engagements


"$HUBS With a casual 75% haircut"  
[X Link](https://x.com/ConnorJBates_/status/2021696936856703330)  2026-02-11T21:24Z 49.9K followers, [----] engagements


"@RealSimpleAriel @Jhswings27 I like $TOL a lot. $NAIL is a great way to play the group and fast mover. $NAIL Typically outperforms most individual names"  
[X Link](https://x.com/ConnorJBates_/status/2013442326085935295)  2026-01-20T02:43Z 50K followers, [---] engagements


"$OIH $IYT $TAN $KRE"  
[X Link](https://x.com/ConnorJBates_/status/2020828428984037733)  2026-02-09T11:53Z 50K followers, [----] engagements


"Leading Stocks & Themes - Some stocks and sectors may be extended - Added corresponding ETFs next to relevant sectors and themes Memory/Data-Storage MU SNDK STX WDC Fiber Optics LITE CIEN COHR AXTI TSEM APH VICR LASR OPTX AAOI LPTH VIAV COMM VSAT Aerospace/Defense (XAR DFEN) FTAI KRMN ATI GE HWM ATRO CRS MRCY Drones (DRNZ) AVAV KTOS ONDS UMAC RCAT ZENA DPRO UAVS JOBY AIRO Space (UFO) RKLB ASTS PL LUNR FLY AIRO DXYZ VELO BKSY SIDU SATS FEIM RDW Robotics (BOTZ ROBO ARKQ ROBT) TSLA TER SYM RR SERV ROK XPEV Homebuilders (ITB NAIL) TOL BLDR DFH DHI GRBK HOV KBH LEN MHO MTH PHM TPH Auto"  
[X Link](https://x.com/ConnorJBates_/status/2010342499420692671)  2026-01-11T13:26Z 50K followers, 36.3K engagements


"#IBD [--] Index $MU $CLS $IAG $FIX $ANAB $RKLB $PACS $CDE $GFI $KGC $APH $AU $FTAI $MIRM $NUTX $APLD $ALAB $DY $AXSM $TFPM $STRL $EGO $NVMI $FIVE $GH $TMDX $HL $AEM $RMBS $WPM $SITM $ARMN $RDDT $AUGO $HWM $TSM $RIOT $AG $MDB $FUTU $LMND $KRMN $FN $NTRA $SEI $VRT $HSAI $RGLD $BVN $HMY https://twitter.com/i/web/status/2012520314475852158 https://twitter.com/i/web/status/2012520314475852158"  
[X Link](https://x.com/ConnorJBates_/status/2012520314475852158)  2026-01-17T13:40Z 50K followers, 17.2K engagements


"$FTAI Acting very similar to $APP 9/11/24 breakout and follow through"  
[X Link](https://x.com/ConnorJBates_/status/2013224872336363880)  2026-01-19T12:19Z 50K followers, [----] engagements


"Friendly reminder that Uranium is breaking out from a 10y+ cup & handle base. $U.UN"  
[X Link](https://x.com/ConnorJBates_/status/2016862530090508467)  2026-01-29T13:14Z 50K followers, 44.1K engagements


"Semi's positioning $SOXX $SMH 100th percentile per Morgan Stanley prime brokerage data. Who is left to buy"  
[X Link](https://x.com/ConnorJBates_/status/2017973535843516478)  2026-02-01T14:49Z 50K followers, 165.4K engagements


"This is an important chart that I don't think many are paying attention to. Telling to kick off the year"  
[X Link](https://x.com/ConnorJBates_/status/2018142437097496726)  2026-02-02T02:00Z 50K followers, 94K engagements


"Interesting seeing the alternative investment companies starting to puke again. $OWL $ARCC"  
[X Link](https://x.com/ConnorJBates_/status/2018686754149056600)  2026-02-03T14:03Z 50K followers, [----] engagements


"Stage [--] Top Heading Into Stage [--] Downtrend $PLTR"  
[X Link](https://x.com/ConnorJBates_/status/2018859182318068107)  2026-02-04T01:28Z 50K followers, 47K engagements


"Imagine being an $AMZN HODLER the past [--] years. +20%"  
[X Link](https://x.com/ConnorJBates_/status/2019789916444430837)  2026-02-06T15:06Z 50K followers, 452K engagements


"If you broaden your focus beyond unprofitable highbeta tech youll notice that many stocks are acting well breaking out of major bases and that market breadth is expanding significantly. $HON $DE $LUV $XPO $OIH $IYT $TAN $KRE"  
[X Link](https://x.com/ConnorJBates_/status/2020828424403812572)  2026-02-09T11:53Z 50K followers, 10.9K engagements


"US Industries YTD Performance: $OIH Oil Services $XME Metals & Mining $TAN Solar $XOP Oil & Gas $MOO Agriculture $KRE Regional Banks $GDX Gold Miners $ITB Homebuilders $PBW Clean Energy $SMH Semiconductors & $JETS Airlines"  
[X Link](https://x.com/ConnorJBates_/status/2020854377511026706)  2026-02-09T13:36Z 50K followers, [----] engagements


"Leading Stocks & Themes Fiber Optics LITE AXTI AAOI VIAV VICR COHR CIEN APH TSEM LASR OPTX DY LUMN Memory SNDK MU STX WDC SIMO PSTG Semiconductors NVDA INTC ALGM TXN AMKR ON MTSI TSM ADI KLIC MKSI Q ACMR FORM ASML KLAC LRCX LSCC ALAB Metals CENX AA AGI ASM NEM KGC FSM GFI AG PAAS HYMC SCCO RIO FCX ERO TECK Aerospace/Defense BA KRMN FTAI KTOS LMT HWM GE RTX ONDS Space RKLB PL ASTS Uranium CCJ LEU ASPI NXE DNN UUUU Solar NXT ENPH SHLS RUN SEDG ARRY FSLR Oil & Gas/Drilling VAL RIG BORR PTEN TTI OII SLB PUMP LBRT HAL TDW XOM FTI WFRD BKR VLO DINO MPC STNG INSW FRO TNK VG LPG EXE DVN Rare Earth"  
[X Link](https://x.com/ConnorJBates_/status/2020863340205990367)  2026-02-09T14:12Z 50K followers, 27.7K engagements


"The kind of signal you see at a major turning point. $DXY #Dollar"  
[X Link](https://x.com/ConnorJBates_/status/2021211570840178921)  2026-02-10T13:16Z 50K followers, 23.5K engagements


"Homebuilders working on a monthly flag breakout $ITB"  
[X Link](https://x.com/ConnorJBates_/status/2021298186376167467)  2026-02-10T19:00Z 50K followers, [----] engagements


"Chemical names are trading like high-beta quantum stocks $BAK $DOW $HUN $CE $OLN $TROX $GPRE"  
[X Link](https://x.com/ConnorJBates_/status/2021323260286177290)  2026-02-10T20:39Z 50K followers, 22K engagements


"Always A Bull Market Somewhere $IYT $XLE $ITB $MOO $KRE $JETS $TAN $XLI"  
[X Link](https://x.com/ConnorJBates_/status/2021325703761760427)  2026-02-10T20:49Z 50K followers, 13.9K engagements


"The narrative used to be weak breadth and lack of participation Now Strong breadth is here and seems like no one owns the stocks going up. Energy Materials Homebuilders Transports Industrials etc. Too busy complaining about MAG [--] names lagging or garbage high beta getting rocked. https://twitter.com/i/web/status/2021355298766667930 https://twitter.com/i/web/status/2021355298766667930"  
[X Link](https://x.com/ConnorJBates_/status/2021355298766667930)  2026-02-10T22:47Z 50K followers, 38.9K engagements


"Homebuilders look like theyll be the sector everyones talking about as a leader in the coming weeks. $XHB $ITB"  
[X Link](https://x.com/ConnorJBates_/status/2021407596784341022)  2026-02-11T02:15Z 50K followers, 14.4K engagements


"Yes this is Consumer Staples $XLP making new highs today and trading like a momo stock"  
[X Link](https://x.com/ConnorJBates_/status/2021634665103470739)  2026-02-11T17:17Z 50K followers, [----] engagements


"Tldr; "Over the past month SPX was up [--] bps while stocks on average moved almost 11%. McElligott points out that were seeing stunningly large and highly divergent moves across single-name equities and their volatility. But those moves are effectively offsetting each other at the index level muting spot performance and suppressing index volatility via a classic correlation crunch. Wow. https://t.co/T1F48QiOKi Wow. https://t.co/T1F48QiOKi"  
[X Link](https://x.com/ConnorJBates_/status/2021658335699706183)  2026-02-11T18:51Z 50K followers, 43.8K engagements


"SPX forward returns a bit scary Tldr; "Over the past month SPX was up [--] bps while stocks on average moved almost 11%. McElligott points out that were seeing stunningly large and highly divergent moves across single-name equities and their volatility. But those moves are effectively offsetting each other Tldr; "Over the past month SPX was up [--] bps while stocks on average moved almost 11%. McElligott points out that were seeing stunningly large and highly divergent moves across single-name equities and their volatility. But those moves are effectively offsetting each other"  
[X Link](https://x.com/ConnorJBates_/status/2021659526290919855)  2026-02-11T18:56Z 50K followers, 24K engagements


"Another new high for Korea $EWY"  
[X Link](https://x.com/ConnorJBates_/status/2021698285455429965)  2026-02-11T21:30Z 50K followers, 11.9K engagements


"@Venu_7_ Basically bullish memory"  
[X Link](https://x.com/ConnorJBates_/status/2021729570018242892)  2026-02-11T23:34Z 50K followers, [---] engagements


"Current Market Environment Energy stocks flying $XLE $XOM $OIH etc. Consumer Staples trading like momentum names $XLP Software acting like its going to zero $IGV $VIX sitting at a staggering [--] handle No real buyers in MAG-7 $MSFT $AMZN etc. Memory stocks are the new safety bid $SNDK $MU $WDC High-beta growth darlings casually down 50%+ off highs $HOOD $PLTR $APP $RDDT $IONQ etc. Foreign stocks crushing the U.S. $EWZ $ILF $EWY etc. Record dispersion everywhere Metals with wild volatility $GLD $SLV John Deere is up 32% YTD $DE $BTC $ETH bidless What am I missing"  
[X Link](https://x.com/ConnorJBates_/status/2021777402959966685)  2026-02-12T02:44Z 50K followers, 120.1K engagements


"If you havent noticed the KOSPI is going parabolic"  
[X Link](https://x.com/ConnorJBates_/status/2021942135533216223)  2026-02-12T13:39Z 50K followers, 21.8K engagements


"Every morning we post a short-form video highlighting key takeaways from the previous nights market recap. Its a quick easy way to get up to speed on the main developments shaping the market. 📺 Fed Pause Likely $SPX [----] Wall Massive Market Dispersion In today's market update @ConnorJBates_ notes that the market flipped back to an uptrend on 02/09/2026 after the early February pullback but its choppy and rotational. Technically: Short term: $QQQ is https://t.co/OrZSuYpYto 📺 Fed Pause Likely $SPX [----] Wall Massive Market Dispersion In today's market update @ConnorJBates_ notes that the"  
[X Link](https://x.com/ConnorJBates_/status/2021948870167851185)  2026-02-12T14:05Z 50K followers, [----] engagements


"XLE vs SPX [--] Sigma "When Energy outperforms the S&P [---] by more than +20.9 percentage points over [--] days we are in statistically unusual territory as that is [--] standard deviations from the long run mean." Source: @DataTrekMB"  
[X Link](https://x.com/ConnorJBates_/status/2022005565715825104)  2026-02-12T17:51Z 50K followers, 13.4K engagements


"Apparently $FSLY is the flight-to-quality bid today"  
[X Link](https://x.com/ConnorJBates_/status/2022014499088379926)  2026-02-12T18:26Z 50K followers, 10.5K engagements


"Now accepting votes for which stock gets sacrificed to the AI scare trade tomorrow"  
[X Link](https://x.com/ConnorJBates_/status/2022023956392554911)  2026-02-12T19:04Z 50K followers, 18.6K engagements


"$XLE is on track for [--] straight weeks of outperformance vs SPX yielding a near 25% performance differential"  
[X Link](https://x.com/ConnorJBates_/status/2022126806808326263)  2026-02-13T01:52Z 50K followers, [----] engagements


"Hyperscaler cash capex estimated at $740bn+ in [----] and over $900bn in [----]. Non stop"  
[X Link](https://x.com/ConnorJBates_/status/2022126981392085427)  2026-02-13T01:53Z 50K followers, [----] engagements


"QQQ / XLE QQQ / XLP Time for some mean reversion Pretty rare outperformance"  
[X Link](https://x.com/ConnorJBates_/status/2022130738154602936)  2026-02-13T02:08Z 50K followers, 11.2K engagements


"YTD Performance in S&P500. top [--] and bottom [--] performers. Wild Chart"  
[X Link](https://x.com/ConnorJBates_/status/2022292168841347578)  2026-02-13T12:50Z 50K followers, 12.6K engagements


"RT @RevereAsset: 📺 Mild Correction or Something Bigger CPI Is the Trigger In today's market update @toddmichael70 notes that the marke"  
[X Link](https://x.com/ConnorJBates_/status/2022295126811299873)  2026-02-13T13:01Z 50K followers, [--] engagements


"Major RS making news highs today $DOCN"  
[X Link](https://x.com/ConnorJBates_/status/2022330495493976552)  2026-02-13T15:22Z 50K followers, [----] engagements


"RT @eliant_capital: About time to start ramping again"  
[X Link](https://x.com/ConnorJBates_/status/2022383588029919508)  2026-02-13T18:53Z 50K followers, [--] engagements


"@howardlindzon Yes and seeing huge outperformance in Consumer staples Energy Industrials and now Homebuilders breaking out as well. Cyclical bull market while MAG-7 and other high beta growth lags. Will be interesting to see how this continues. HAGW Howard"  
[X Link](https://x.com/ConnorJBates_/status/2022718038869500066)  2026-02-14T17:02Z 50K followers, [---] engagements


"Wishing everyone a great Saturday except the $HIMS cult still clutching their bags"  
[X Link](https://x.com/ConnorJBates_/status/2022737086638354585)  2026-02-14T18:17Z 50K followers, 20.3K engagements


".@michaeljburry [--] - @amitisinvesting 0"  
[X Link](https://x.com/ConnorJBates_/status/2022776463246647640)  2026-02-14T20:54Z 50K followers, 28.9K engagements


"What My X Account Provides [--]. Stock setups Im watching and trading. [--]. Frequent posts highlighting leading sectors and standout stocks within those groups. [--]. Curated research on sentiment positioning upgrades downgrades notable news and more. [--]. Reminders of my favorite trading quotes from market legends. [--]. Educational content Ive found helpful throughout my trading journey. And plenty of other insights I enjoy sharing. I treat my X account as a public trading journal posting what I find useful or interesting much of which my followers have found valuable as well. I truly enjoy being part"  
[X Link](https://x.com/ConnorJBates_/status/1971982013147054279)  2025-09-27T16:55Z 50K followers, 190.2K engagements


"@Seniorstrategen No just stuff likes this. Stage [--] Top Heading Into Stage [--] Downtrend $PLTR https://t.co/ssZAGgTbv9 Stage [--] Top Heading Into Stage [--] Downtrend $PLTR https://t.co/ssZAGgTbv9"  
[X Link](https://x.com/ConnorJBates_/status/2022790886040441024)  2026-02-14T21:51Z 50K followers, [----] engagements

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