#  @JayApted Jay Apted Jay Apted posts on X about $vvx, $saic, $bah, $amtm the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::3107645764/interactions)  - [--] Week [------] +28% - [--] Month [------] +103% - [--] Months [-------] +19% - [--] Year [-------] -3.70% ### Mentions: [--] [#](/creator/twitter::3107645764/posts_active)  - [--] Week [--] -68% - [--] Month [---] -2.10% - [--] Months [---] +14% - [--] Year [-----] +9.40% ### Followers: [-----] [#](/creator/twitter::3107645764/followers)  - [--] Week [-----] +0.32% - [--] Month [-----] +2.80% - [--] Months [-----] +6.10% - [--] Year [-----] +18% ### CreatorRank: [---------] [#](/creator/twitter::3107645764/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 36.42% [stocks](/list/stocks) 31.21% [cryptocurrencies](/list/cryptocurrencies) 13.87% [technology brands](/list/technology-brands) 3.47% [travel destinations](/list/travel-destinations) 1.73% [exchanges](/list/exchanges) 1.16% [automotive brands](/list/automotive-brands) 0.58% [musicians](/list/musicians) 0.58% [countries](/list/countries) 0.58% **Social topic influence** [$vvx](/topic/$vvx) 13.29%, [$saic](/topic/$saic) #3, [$bah](/topic/$bah) #3, [$amtm](/topic/$amtm) #9, [$rklb](/topic/$rklb) 8.09%, [$asts](/topic/$asts) 7.51%, [gain](/topic/gain) 6.94%, [stocks](/topic/stocks) 6.36%, [$icfi](/topic/$icfi) #1, [$air](/topic/$air) 5.78% **Top accounts mentioned or mentioned by** [@growth1956](/creator/undefined) [@stockmktnewz](/creator/undefined) [@waterbilge](/creator/undefined) [@mrderivatives](/creator/undefined) [@jason28108](/creator/undefined) [@rossiadam](/creator/undefined) [@ohbgjgwwqoti9vp](/creator/undefined) [@yeahdave](/creator/undefined) [@ewingpainting](/creator/undefined) [@pennycheck](/creator/undefined) [@10009nyny](/creator/undefined) [@fullcarry](/creator/undefined) [@41investments](/creator/undefined) [@moimran21](/creator/undefined) [@nimesh3t](/creator/undefined) [@avginsider](/creator/undefined) [@luk95662](/creator/undefined) [@commonsenseplay](/creator/undefined) [@theresaperrin](/creator/undefined) [@felixcscscs](/creator/undefined) **Top assets mentioned** [SCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC)](/topic/$saic) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Amentum Holdings, Inc. (AMTM)](/topic/$amtm) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [ICF International, Inc. (ICFI)](/topic/$icfi) [AAR Corp. (AIR)](/topic/$air) [Leidos Holdings Inc (LDOS)](/topic/$ldos) [Decentral Games (DG)](/topic/$dg) [CACI INTERNATIONAL CLA (CACI)](/topic/$caci) [Nexxen International Ltd. (NEXN)](/topic/$nexn) [DXC Technology Co (DXC)](/topic/$dxc) [SafeMoon (SFM)](/topic/$sfm) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Columbia Sportswear Co (COLM)](/topic/$colm) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Wing Finance (WING)](/topic/$wing) [Souni (SON)](/topic/$son) [Bitcoin (BTC)](/topic/bitcoin) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Fluidity (FLY)](/topic/$fly) [UiPath, Inc. (PATH)](/topic/$path) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Accenture (ACN)](/topic/accenture) [Sprouts Farmers Market, Inc. (SFM)](/topic/sfm-sprouts-farmers-market) [2131KOBUSHIDE (21)](/topic/$21) [ProCap BTC (BRR)](/topic/$brr) ### Top Social Posts Top posts by engagements in the last [--] hours "$BAH's results gave a quick boost to all of the contractor stocks right at the market open. I was able to get $107.74 for some of my $BAH shares and $675.00 for some $CACI shares" [X Link](https://x.com/JayApted/status/2014710600014712960) 2026-01-23T14:43Z [----] followers, [----] engagements "I trimmed my $BAH position very slightly (1/20th of the position) selling the $81.28 shares @ $88.68 for a gain of $7.40 per share" [X Link](https://x.com/JayApted/status/2019815886929227800) 2026-02-06T16:50Z [----] followers, [---] engagements "$SAIC pushes back on $1.4B award that went to Accenture via @washtechnology https://www.washingtontechnology.com/contracts/2026/02/saic-pushes-back-14b-award-went-accenture/411330/ https://www.washingtontechnology.com/contracts/2026/02/saic-pushes-back-14b-award-went-accenture/411330/" [X Link](https://x.com/JayApted/status/2022459062286455172) 2026-02-13T23:53Z [----] followers, [---] engagements "I think $NEXN is a good value at $8.62. I bought shares today at that price level" [X Link](https://x.com/JayApted/status/1974229328033358012) 2025-10-03T21:45Z [----] followers, [---] engagements "BTIG Initiates $NEXN at Buy With $13 Price Target I added to my $NEXN position yesterday @ $8.35 per share" [X Link](https://x.com/JayApted/status/1975544974428262654) 2025-10-07T12:53Z [----] followers, [---] engagements "$ICFI ICF Updates Sightline Its Highly Adopted Utility Program Platform "The upgrade adds AI analytics for a 360-degree view of customer programs near real-time grid-impact visibility centralized business intelligence increased workflow automation and deeper program analytics and regulatory reporting. Sightline now integrates capabilities from the completed AEG acquisition supports forecasting of distributed energy resources and is used by over [--] utilities and state/local governments. The platform aims to help utilities optimize incentives manage peak demand and defer infrastructure upgrades" [X Link](https://x.com/JayApted/status/1976381583759143065) 2025-10-09T20:17Z [----] followers, [---] engagements "@Mr_Derivatives $SAIC 9.8x P/E $DXC 4.3x P/E" [X Link](https://x.com/JayApted/status/1982889044645388293) 2025-10-27T19:16Z [----] followers, [----] engagements "Other buys today; $AIR (AAR Corp) @ $81.68 $NEXN @ $7.75 & @ $7.53 $VVX @ $54.83 & @ $53.85" [X Link](https://x.com/JayApted/status/1986920004143525999) 2025-11-07T22:13Z [----] followers, [---] engagements "@eWhispers $PERI reported strong quarterly results this morning and I think the same will be true for $NEXN tomorrow morning" [X Link](https://x.com/JayApted/status/1988711624124056053) 2025-11-12T20:52Z [----] followers, [---] engagements "@MarkHubbard33 @pennycheck He's probably referring to $AERG" [X Link](https://x.com/JayApted/status/1990937960271733102) 2025-11-19T00:19Z [----] followers, [---] engagements "$ICFI nice 5+% move this morning on the upgrade from Canaccord Genuity. 👀 Canaccord Genuity upgraded $ICFI from Hold to Buy while raising its price target from $90 to $115" [X Link](https://x.com/JayApted/status/1995867654289236442) 2025-12-02T14:48Z [----] followers, [---] engagements "Trimmed my $76.55 $ICFI shares today @ $86.29 for a $9.74/share gain. Less than 1/10th of the position" [X Link](https://x.com/JayApted/status/1996718500325335104) 2025-12-04T23:09Z [----] followers, [---] engagements "I bought $ICFI shortly before the market close today @ $82.29 to replace shares sold last week @ $86.29" [X Link](https://x.com/JayApted/status/1998150707736641872) 2025-12-08T22:00Z [----] followers, [---] engagements "Did somebody figure out how absurd it is for $DXC to trade at 4x its earnings power along with the good news today about the redemption of a large portion of the company's debt From its 52-week low of $11.82 on 11/20/2025 to today's high of $15.19 $DXC gained +28.5% in [--] trading days. @Mr_Derivatives $SAIC 9.8x P/E $DXC 4.3x P/E @Mr_Derivatives $SAIC 9.8x P/E $DXC 4.3x P/E" [X Link](https://x.com/JayApted/status/1998525585862033701) 2025-12-09T22:50Z [----] followers, [---] engagements "At its 52-week low of $11.82 on 11/20/2025 $DXC traded for 3.8x the midpoint of current management guidance for full-year adj. EPS ($2.85 to $3.35). $DXC beats on revenues beats on earnings raises guidance for full-year adjusted EPS to $2.85-$3.35 from $2.75-$3.25 raises guidance for FY26 revenues. At this morning's pre-market share price of $13.62 the stock trades for 4.4x the midpoint of updated guidance for FY26 $DXC beats on revenues beats on earnings raises guidance for full-year adjusted EPS to $2.85-$3.35 from $2.75-$3.25 raises guidance for FY26 revenues. At this morning's pre-market" [X Link](https://x.com/JayApted/status/1998529023715193143) 2025-12-09T23:03Z [----] followers, [---] engagements "A few other buys today: $CACI @ $559.55 $CCCX @ $13.56 $LDOS @ $181.19" [X Link](https://x.com/JayApted/status/2001039682419749314) 2025-12-16T21:20Z [----] followers, [----] engagements "I don't know if I'd say these are the best investment opportunities (I may have smaller speculative positions that have more upside potential) but these are my top [--] holdings going into 2026: [--]. $SAIC [--]. $VVX [--]. $BAH [--]. $AMTM [--]. $JBSS [--]. $ICFI [--]. $SON [--]. $NGVC [--]. $DG [--]. $NEXN [--]. $CACI [--]. $LDOS [--]. $RKLB [--]. $PERI [--]. $KRKNF [--]. $AIR [--]. $DXC [--]. $ASTS [--]. $COLM [--]. $DLTR https://twitter.com/i/web/status/2007253446718525696 https://twitter.com/i/web/status/2007253446718525696" [X Link](https://x.com/JayApted/status/2007253446718525696) 2026-01-03T00:51Z [----] followers, [---] engagements "$LDOS hit my target of $200+ to do additional trimming so I sold some shares this morning @ $200.06. The shares cost me $181.19 so I realized a gain of $18.87/share" [X Link](https://x.com/JayApted/status/2008929248078115311) 2026-01-07T15:50Z [----] followers, [---] engagements "Sold more $COLM (1/3rd of the remaining position) @ $58.48 shortly after the market open. I have very little $COLM remaining now" [X Link](https://x.com/JayApted/status/2009644669341433990) 2026-01-09T15:13Z [----] followers, [---] engagements "I picked up some $LDOS this morning @ $190.44 per share" [X Link](https://x.com/JayApted/status/2011456067851718676) 2026-01-14T15:11Z [----] followers, [---] engagements "A few other positions I trimmed today: $ICFI @ $94.15 $JBSS @ $74.00 $SON @ $49.50 $VVX @ $66.90" [X Link](https://x.com/JayApted/status/2011566603213946938) 2026-01-14T22:30Z [----] followers, [---] engagements "I sold some $ICFI today @ $97.79. Now I will really not sell any more of my $ICFI until it reaches at least $100+ at a minimum" [X Link](https://x.com/JayApted/status/2012341575838224575) 2026-01-17T01:49Z [----] followers, [---] engagements "@BlackScholesMan $LDOS" [X Link](https://x.com/JayApted/status/2012358858514079920) 2026-01-17T02:58Z [----] followers, [---] engagements "I think Sprouts $SFM is definitely buyable here. It's come down more than 60% from its overbought $182.00 52-week high to hit a new 52-week low today. I started up a new small position in it today starting @ $72.51. Also I was in a Sprouts just a few days ago doing due diligence on the stock; I liked the store and thought it seemed to be doing pretty good business busier than I remember Sprouts being the last time I shopped at one. $SFM Sprouts Farmer's Market valuation has come back down to earth after getting close to a Fwd PE of [--] a little over a year ago 😳 Anyone buying here I love" [X Link](https://x.com/JayApted/status/2013745020759621724) 2026-01-20T22:46Z [----] followers, [---] engagements "I just picked up some shares of $CACI @ $646.33 to replace shares I sold @ $675.00 on Friday. Most of the contractor stocks seem to be pretty weak today: $BAH $LDOS $SAIC $VVX etc" [X Link](https://x.com/JayApted/status/2015806097764839596) 2026-01-26T15:16Z [----] followers, [---] engagements "How much market cap is $BAH losing today over $21 million in contract cancellations 🤔" [X Link](https://x.com/JayApted/status/2015824316491809127) 2026-01-26T16:29Z [----] followers, [---] engagements "Bought $LDOS again @ $186.83. I actually would like to build up a much larger position in $LDOS b/c I think the company's prospects are really good but it doesn't want to give me much of an opportunity to buy on any weakness. It sold off some today on the news about the $BAH contract cancellations. https://twitter.com/i/web/status/2015886701265383893 https://twitter.com/i/web/status/2015886701265383893" [X Link](https://x.com/JayApted/status/2015886701265383893) 2026-01-26T20:36Z [----] followers, [---] engagements "I bought $KRKNF @ $6.09 to replace shares I sold @ $6.74" [X Link](https://x.com/JayApted/status/2016910666435629369) 2026-01-29T16:25Z [----] followers, [---] engagements "$DXC released an earnings report. 😴 $DXC Q3 FY26: Diluted EPS $0.61 up 96.8% YoY Non-GAAP EPS $0.96 up 4.3% YoY Revenue $3.19b down 1% YoY Bookings $3.6b 1.12x book-to-bill FCF $266m FY26 guidance: $12.69b revenue $3.15 EPS PR: https://t.co/sIUSgAe5Nu https://t.co/giA1ajMMx5 $DXC Q3 FY26: Diluted EPS $0.61 up 96.8% YoY Non-GAAP EPS $0.96 up 4.3% YoY Revenue $3.19b down 1% YoY Bookings $3.6b 1.12x book-to-bill FCF $266m FY26 guidance: $12.69b revenue $3.15 EPS PR: https://t.co/sIUSgAe5Nu https://t.co/giA1ajMMx5" [X Link](https://x.com/JayApted/status/2017040026555539661) 2026-01-30T00:59Z [----] followers, [---] engagements "I bought some shares of $DXC @ $12.99 early this morning on the post-earnings beatdown and sold them @ $14.41 just before the market close. That's a one-day gain of +10.9%. With this stock you really have to trade the swings instead of just following a buy-and-hold strategy" [X Link](https://x.com/JayApted/status/2017354950276202992) 2026-01-30T21:51Z [----] followers, [---] engagements "In the cases of $RKLB and $SPIR it was more like 2-5 weeks than [--] days. I took a look back at [----] when $RKLB and $SPIR first started trading post-SPAC which happened in August [----]. They both got an initial boost which peaked the next month at $21.34 for $RKLB and at $19.50 (split-adjusted) for $SPIR. They both crashed back down over the next couple of years into the $3s for $RKLB and $1 for $SPIR. $SPIR had to do a 1-for-8 reverse stock split in August [----] to come back into compliance with NYSE listing requirements. They've both done much better since then with $RKLB hitting an all-time" [X Link](https://x.com/JayApted/status/2017759561961066864) 2026-02-01T00:39Z [----] followers, [--] engagements "@10009nyny @oneuera That looks pretty rough.it first started trading as $BRR on December [--] after the merger was completed on December [--] but it was crashing the whole week preceding December 8" [X Link](https://x.com/JayApted/status/2017774987948478604) 2026-02-01T01:40Z [----] followers, [---] engagements "This is major positive news for $VVX but the stock dropped -3.75% today. This is bad news for AAR Corp. $AIR to have their protest denied but $AIR set a new all-time high today and closed up +2.0%. Go figure. 🤔🤷♂ BREAKING: $VVX wins major legal victory clearing the way to resume its $4.3B Air Force contract. The Court of Federal Claims denied the protest lifting the stop-work order. A significant catalyst for future revenue. Anticipate options flow. 📢 https://t.co/SaOt6JhSaH BREAKING: $VVX wins major legal victory clearing the way to resume its $4.3B Air Force contract. The Court of" [X Link](https://x.com/JayApted/status/2018449798479696172) 2026-02-02T22:21Z [----] followers, [---] engagements "@StockMKTNewz AAR Corp. $AIR hit a new all-time high today" [X Link](https://x.com/JayApted/status/2018452675504009497) 2026-02-02T22:33Z [----] followers, [---] engagements "$COLM got a nice bump from its latest mixed earnings report. I'm out of the stock now as of today with my last shares sold @ $65.96. https://x.com/Finsee_main/status/2018799779489214936s=20 $COLM Q4 [----] earnings: International Strength Masks U.S. Decline and Tariff Pain Columbia delivered a mixed Q4 where international momentum saved the quarter from a domestic collapse. While total revenue dipped 2% to $1.07B the divergence is stark: International markets grew https://x.com/Finsee_main/status/2018799779489214936s=20 $COLM Q4 [----] earnings: International Strength Masks U.S. Decline and" [X Link](https://x.com/JayApted/status/2019237293471797512) 2026-02-05T02:31Z [----] followers, [---] engagements "@thisisandrej I bought more $CCCX today @ $10.76 & @ $10.52 per share. My average cost in $CCCX now is about $13.41. I'm starting to doubt my thesis though that it will get a pump post-merger when it first starts trading as $INFQ considering the current state of the market" [X Link](https://x.com/JayApted/status/2019576062473048248) 2026-02-06T00:57Z [----] followers, [---] engagements "I bought $ICFI today @ $88.59 to replace shares sold @ $97.79. Still targeting at least $100+ to do any more selling of $ICFI" [X Link](https://x.com/JayApted/status/2019584299612446804) 2026-02-06T01:29Z [----] followers, [---] engagements "I think AI is pretty good then if that was AI-generated. It actually made a lot of sense to me as I was reading it thinking about the impact of all the layering of derivatives on top of the original Bitcoin thesis. I'm not really sure in my own mind though if derivatives have that huge of an impact" [X Link](https://x.com/JayApted/status/2019590290374361339) 2026-02-06T01:53Z [----] followers, [--] engagements "@Ataraxistic @CryptoNobler Speaking of Bitcoin derivatives I bought more of the $BTC ETF today @ $31.00 $29.62 & $28.50" [X Link](https://x.com/JayApted/status/2019592729421025526) 2026-02-06T02:03Z [----] followers, [--] engagements "@Fullcarry Did people really think that silver was going to stay above $120 an ounce and keep on going up forever It ended the same way all bubbles always end" [X Link](https://x.com/JayApted/status/2019608984009760932) 2026-02-06T03:07Z [----] followers, [----] engagements "@Fullcarry It looks similar to Palantir's chart lol" [X Link](https://x.com/JayApted/status/2019614860095467575) 2026-02-06T03:31Z [----] followers, [---] engagements "I let go of my $61.15 $RKLB shares late today @ $72.00 for an overnight gain of $10.85/share. That was just a portion of the position I'm still long the stock and short puts" [X Link](https://x.com/JayApted/status/2019903578563821735) 2026-02-06T22:38Z [----] followers, [---] engagements "@Jason28108 It's got a market cap now of about $149B. When I'm buying a stock I think I like the angle that this stock could potentially get acquired by someone so I don't tend to invest that much in large-cap stocks. That's not saying anything bad about the company $ACN at all" [X Link](https://x.com/JayApted/status/2019948257632477243) 2026-02-07T01:36Z [----] followers, [--] engagements "$NEXN would still be a bargain at $10.00 a share. Shares of $NEXN closed Friday at $5.90. $10.00 a share would be close to a 70% premium over Friday's closing price. Revealed: Nexxen International the adtech business which was previously listed on the London Stock Exchange under the name Tremor has received takeover interest from suitors thought to include Affle 3i an Indian peer exploring an offer of at least $10-a-share worth over $500m. Revealed: Nexxen International the adtech business which was previously listed on the London Stock Exchange under the name Tremor has received takeover" [X Link](https://x.com/JayApted/status/2020844608247508999) 2026-02-09T12:57Z [----] followers, [---] engagements "Sold a little more $RKLB today @ $75.79 for a gain of $8.96/share" [X Link](https://x.com/JayApted/status/2020932823545221219) 2026-02-09T18:48Z [----] followers, [---] engagements "Sold a little more $RKLB today. I sold my $66.83 $RKLB shares @ $75.79 for a gain of $8.96/share" [X Link](https://x.com/JayApted/status/2020933958972916119) 2026-02-09T18:52Z [----] followers, [---] engagements "@growth1956 That was a really good price to get. I tried selling some of those calls @ $2.05 & @ $2.00 after seeing your post but there were no buyers" [X Link](https://x.com/JayApted/status/2020968225031487903) 2026-02-09T21:09Z [----] followers, [---] engagements "@StockMKTNewz $KD got killed today. I have no position just an observer" [X Link](https://x.com/JayApted/status/2020968867405930925) 2026-02-09T21:11Z [----] followers, [---] engagements "@TheETFTracker No $PLTR in his "AI Revolution" top [--] That seems pretty weird. I thought Dan Ives was a big $PLTR pumper" [X Link](https://x.com/JayApted/status/2020974637958697280) 2026-02-09T21:34Z [----] followers, [---] engagements "@41investments My opinion is that it keeps tanking. Another new 52-week low for $SFM today" [X Link](https://x.com/JayApted/status/2021012532086165934) 2026-02-10T00:05Z [----] followers, [---] engagements "@StockMKTNewz Sprouts Farmers Market $SFM" [X Link](https://x.com/JayApted/status/2021013296464396640) 2026-02-10T00:08Z [----] followers, [---] engagements "@growth1956 The -5% year-over-year decline in top-line revenues does not look good even if there's a good explanation" [X Link](https://x.com/JayApted/status/2021025612270330116) 2026-02-10T00:57Z [----] followers, [--] engagements "@41investments I bought $SFM today @ $65.90" [X Link](https://x.com/JayApted/status/2021027440206974977) 2026-02-10T01:04Z [----] followers, [--] engagements "So the $NEXN takeover rumor was a total bust" [X Link](https://x.com/JayApted/status/2021035671633396112) 2026-02-10T01:37Z [----] followers, [---] engagements "I bought more $AMTM @ $32.20 replacing shares sold @ $37.50" [X Link](https://x.com/JayApted/status/2021237341331849302) 2026-02-10T14:58Z [----] followers, [---] engagements "@ConnorJBates_ High-beta names. You have to expect above-average moves both up and down" [X Link](https://x.com/JayApted/status/2021418658589966670) 2026-02-11T02:58Z [----] followers, [---] engagements "@mo_imran21 All government contractor stocks are moving together down today. $SAIC this morning announced a reduction in their revenue guidance for FY27. They now expect organic revenue growth to be -2% to -4% down from previous guidance of 0% to +3%" [X Link](https://x.com/JayApted/status/2021666100543639606) 2026-02-11T19:22Z [----] followers, [---] engagements "Now that was a bad day 😐 When your #1 holding $SAIC is down -16% for the day you know that it was a bad day. It felt like a real clobbering to me but overall I guess I was fortunate that I was down only -3.6%" [X Link](https://x.com/JayApted/status/2021695522482905201) 2026-02-11T21:19Z [----] followers, [---] engagements "So $SAIC reduces guidance for FY27 revenue growth from about +1.5% to about -3.0% and the company loses 16% of its market cap in one day That makes a lot of sense. 🤔 That just shows how much the market hates any kind of slowdown in expected revenue growth. The company now has a total market cap of $3.78B and expects free cash flow in FY27 of $600M @mo_imran21 All government contractor stocks are moving together down today. $SAIC this morning announced a reduction in their revenue guidance for FY27. They now expect organic revenue growth to be -2% to -4% down from previous guidance of 0% to" [X Link](https://x.com/JayApted/status/2021703515698073671) 2026-02-11T21:50Z [----] followers, [---] engagements "I bought $RKLB today @ $67.96" [X Link](https://x.com/JayApted/status/2021721307692331137) 2026-02-11T23:01Z [----] followers, [---] engagements "I picked up some shares of my favorite government contractor stocks on the big sell-off today. Too many trades to list them all as I was buying through much of the day so I'll just list the best prices I was able to get lol: $AMTM @ $30.24 $CACI @ $553.65 $ICFI @ $80.15 $LDOS @ $172.95 $SAIC @ $82.99. https://twitter.com/i/web/status/2021725205664563547 https://twitter.com/i/web/status/2021725205664563547" [X Link](https://x.com/JayApted/status/2021725205664563547) 2026-02-11T23:17Z [----] followers, [---] engagements "@growth1956 I think it all started when $SAIC issued preliminary unaudited Q4 results and lowered guidance for FY27 this morning. They all started selling off after that happened. All these stocks move together now" [X Link](https://x.com/JayApted/status/2021729954946281755) 2026-02-11T23:35Z [----] followers, [---] engagements "@WaterBilge I got back into the commons on the big -15% sell-off today starting @ $82.11 per share after getting out @ $90.21. I'm also still short $ASTS 3/20/2026 $80 and $85 puts" [X Link](https://x.com/JayApted/status/2022071056950030464) 2026-02-12T22:11Z [----] followers, [---] engagements "@guo_lin99725 Nice job Other publicly-traded companies I saw on the list(s): $BAESY BAE Systems $BACQ Merlin Labs $AMTM Amentum $FLY Firefly Aerospace $HON Honeywell International $CSCO Cisco Systems $ACM AECOM $FLR Fluor $MMS Maximus $AIR.PA Airbus" [X Link](https://x.com/JayApted/status/2013270642792038609) 2026-01-19T15:21Z [----] followers, [---] engagements "I bought more $SFM today @ $72.17. I think it's really pretty cheap here if you look at how they're generating about a half billion in net earnings now and have a current market cap of only about $7 billion. I think there's a lot more room for growth too. @JayApted Really has come down. They are well run and busy here. @JayApted Really has come down. They are well run and busy here" [X Link](https://x.com/JayApted/status/2014117298521456675) 2026-01-21T23:25Z [----] followers, [---] engagements "I trimmed $NGVC very lightly @ $28.00 for a $4.25/share gain and picked up some more shares of $SFM @ $68.54. I think I want to even up the size of these two positions more. Currently $NGVC is a much larger holding" [X Link](https://x.com/JayApted/status/2018393952026525729) 2026-02-02T18:39Z [----] followers, [---] engagements "I bought some $BAH yesterday @ $83.89 and bought more today @ $81.28. Also got some $CACI today @ $596.47" [X Link](https://x.com/JayApted/status/2019222002779758996) 2026-02-05T01:30Z [----] followers, [---] engagements "@qcapital2020 Interesting thanks I don't own any of them. $XYZ's 5-year performance is shockingly bad. *Correction: I was referring to the stocks you listed when saying I don't own any of them. When I got into the actual slides though I see that I do have #26 $DG" [X Link](https://x.com/JayApted/status/2019952965025505450) 2026-02-07T01:54Z [----] followers, [---] engagements "I bought $BAH again @ $79.05 to replace shares I sold on Friday @ $88.68 but it now feels like a full-sized position to me. I won't be adding any more and I also won't be buying more $ICFI or $SAIC. I didn't buy any $SAIC today but I did buy some $ICFI @ $76.32 & @ $75.57" [X Link](https://x.com/JayApted/status/2022060994529489192) 2026-02-12T21:31Z [----] followers, [---] engagements "Sold a little more $BAH today selling the $83.89 shares @ $90.38 for a gain of $6.49 per share. Those two sells in $BAH on Friday and today totaled only 1/10th of my $BAH position" [X Link](https://x.com/JayApted/status/2021009841389482085) 2026-02-09T23:54Z [----] followers, [---] engagements "I stayed away from $BAH yesterday but I just bought enough shares this morning @ $81.24 to replace the shares I sold on Monday @ $90.38" [X Link](https://x.com/JayApted/status/2021961623909675080) 2026-02-12T14:56Z [----] followers, [---] engagements "@nimesh3t He may have been saying that the cut in $SAIC's expected revenue growth for FY27 is about 5%. That would make sense. They were guiding 0% to +3% revenue growth and now they're guiding -2% to -4% so at the midpoint that's a cut of 4.5%" [X Link](https://x.com/JayApted/status/2022651345485115467) 2026-02-14T12:37Z [----] followers, [---] engagements "@stockthoughts81 I feel like selling all of my $DG and $DLTR after reading this article" [X Link](https://x.com/JayApted/status/2001064679355875539) 2025-12-16T22:59Z [----] followers, [--] engagements "🔥🔥🔥😁😁😁 When the share price is up 0.83% after being down 10% on each of the last [--] days. 📈 @spacanpanman $ASTS https://t.co/RYhY39ionw When the share price is up 0.83% after being down 10% on each of the last [--] days. 📈 @spacanpanman $ASTS https://t.co/RYhY39ionw" [X Link](https://x.com/JayApted/status/2001085582366101938) 2025-12-17T00:22Z [----] followers, [---] engagements "@growth1956 I used to have $SPIR. Got out of it when they had to do some accounting restatements. Haven't paid much attention to it lately" [X Link](https://x.com/JayApted/status/2001281102858653696) 2025-12-17T13:19Z [----] followers, [---] engagements "I bought more $ONDS today @ $7.42" [X Link](https://x.com/JayApted/status/2001412597187240281) 2025-12-17T22:02Z [----] followers, [---] engagements "I lightened up on two positions today: $SAIC and $DXC. I sold only about 1/12th of my $SAIC position today @ $102.95 & @ $102.75. That's up about +22.3% since hitting its 52-week low of $84.16 less than [--] weeks ago. Also sold 1/10th of my $DXC position today @ $15.35. That's up +29.9% from its 52-week low of $11.82 less than [--] weeks ago. https://twitter.com/i/web/status/2001431951618498588 https://twitter.com/i/web/status/2001431951618498588" [X Link](https://x.com/JayApted/status/2001431951618498588) 2025-12-17T23:18Z [----] followers, [---] engagements "@AvgInsider Huge insider purchases not" [X Link](https://x.com/JayApted/status/2001468670522847271) 2025-12-18T01:44Z [----] followers, [--] engagements "@AvgInsider Ok it's a nice gesture better than dumping as many shares of your company's stock as fast as you can like the Palantir insiders" [X Link](https://x.com/JayApted/status/2001471389199372663) 2025-12-18T01:55Z [----] followers, [--] engagements "@growth1956 You really thought that $SPIR had just won a $151 billion contract as the sole awardee 🙄" [X Link](https://x.com/JayApted/status/2001702363183173738) 2025-12-18T17:13Z [----] followers, [---] engagements "@growth1956 I bought $VVX today @ $53.26" [X Link](https://x.com/JayApted/status/2001765200194871683) 2025-12-18T21:23Z [----] followers, [--] engagements "Sold my $55.47 & $53.92 $RKLB shares today @ $59.92 & @ $59.52 for gains of $4.45/share & $5.60/share respectively. It's a good thing I love being an active trader so much" [X Link](https://x.com/JayApted/status/2001770667570569659) 2025-12-18T21:44Z [----] followers, [---] engagements "@growth1956 That's a good average. I think my average cost is only slightly higher than that" [X Link](https://x.com/JayApted/status/2001781756320718883) 2025-12-18T22:28Z [----] followers, [---] engagements "@growth1956 I just bought $VVX @ $52.70. It looks like my average cost now is about $54.33 according to Schwab" [X Link](https://x.com/JayApted/status/2002028212398821571) 2025-12-19T14:48Z [----] followers, [---] engagements "$ASTS and $RKLB are both on fire today. 🔥🔥🔥" [X Link](https://x.com/JayApted/status/2002035369047404771) 2025-12-19T15:16Z [----] followers, [---] engagements "I did some trimming of $RKLB @ $66.83 $69.30 & $70.00" [X Link](https://x.com/JayApted/status/2002078057948135807) 2025-12-19T18:06Z [----] followers, [---] engagements "I sold some $ONDS @ $9.04 for a $1.62/share gain" [X Link](https://x.com/JayApted/status/2002083693935104149) 2025-12-19T18:28Z [----] followers, [---] engagements "@Don7Spy Hahaha a $7.5B increase in market cap on an $805M contract win isn't very outlandish at all. I've seen $PLTR rip $20B higher in market cap on just a measly $15M contract win" [X Link](https://x.com/JayApted/status/2002162594258510070) 2025-12-19T23:42Z [----] followers, [---] engagements "Shhhhh. Please don't clue in other investors to what I've been trying to do as a big mover in this stock. It's been very lucrative for me trading all the swings in this stock. $ASTS Remember the big movers control the market. If they so wish they can keep a share price down to induce early retail investors you and me to sell so they can buy our shares cheaply Good investing decisions are based on a company's future earnings and not on the now. AST $ASTS Remember the big movers control the market. If they so wish they can keep a share price down to induce early retail investors you and me to" [X Link](https://x.com/JayApted/status/2002178699592908981) 2025-12-20T00:46Z [----] followers, [---] engagements "$AMTM made it on to the second list of SHIELD contract awardees that was released on December [--] [----] in the second phase of staggered awards. There were an additional [----] awardees announced so now the total is [----] awardees. I saw $AMTM listed as Amentum Technology. Also $VVX made it on to the second list as Vertex Aerospace. Source: https://sam.gov/workspace/contract/opp/51cd64d3b5f54bc0a28fc8d30d2d0222/view @JayApted But $amtm is missing https://sam.gov/workspace/contract/opp/51cd64d3b5f54bc0a28fc8d30d2d0222/view @JayApted But $amtm is missing" [X Link](https://x.com/JayApted/status/2002849364398477727) 2025-12-21T21:11Z [----] followers, [---] engagements "@growth1956 Well $AMTM and $VVX were not on the first list released on December [--] [----] so you were correct. I didn't get a chance to look at the second list of awardees until this weekend. I've never heard of a contract before with [----] awardees 🤯" [X Link](https://x.com/JayApted/status/2002852073822388730) 2025-12-21T21:22Z [----] followers, [---] engagements "@growth1956 Seems like a good price. For Jan calls I assume" [X Link](https://x.com/JayApted/status/2003177975005725177) 2025-12-22T18:57Z [----] followers, [--] engagements "@luk95662 @commonsenseplay Palantir didn't report a GAAP profit until [----] after [--] years of incurring losses. There was a lot of insider selling after the direct listing but before the company became profitable" [X Link](https://x.com/JayApted/status/2003198409579413597) 2025-12-22T20:18Z [----] followers, [--] engagements "@luk95662 @commonsenseplay Ok I don't care about $IONQ or $QBTS at all and have never held a position in either one either long or short" [X Link](https://x.com/JayApted/status/2003205954591162622) 2025-12-22T20:48Z [----] followers, [---] engagements "I trimmed about 1/5th of my $AIR position today @ $87.02. Gain of $9.00 per share" [X Link](https://x.com/JayApted/status/2003218017602404639) 2025-12-22T21:36Z [----] followers, [---] engagements "I sold some of my $RKLB today @ $74.50 & @ $77.44 per share. It seems like with $RKLB hitting a new all-time high today a lot of people are bragging on their lowest-cost shares. I was just curious about my own trading history in the stock so I took a look and it looks like I was buying shares as low as @ $3.50 $3.56 $3.72 $3.77 $3.84 $3.90 & $3.92 back in [----] and [----]. Back then I considered it to be a speculative stock so I didn't have a very large position just a modestly-sized position. A couple more buys this morning: $RKLB @ $41.27 $VVX @ $52.50. A couple more buys this morning: $RKLB @" [X Link](https://x.com/JayApted/status/2003243834629570710) 2025-12-22T23:18Z [----] followers, [----] engagements "I think this is a really good write-up on the current state of the space industry and on $RKLB and $ASTS in particular. I read it all in the original Korean but you may have to use X's Translate function (haha). $RKLB $ASTS . - . https://t.co/yjAvhnYtnT $RKLB $ASTS . - . https://t.co/yjAvhnYtnT" [X Link](https://x.com/JayApted/status/2003253102313636048) 2025-12-22T23:55Z [----] followers, [----] engagements "I trimmed $CCCX a little bit shortly after this morning's market open @ $16.50 per share. A few other buys today: $CACI @ $559.55 $CCCX @ $13.56 $LDOS @ $181.19. A few other buys today: $CACI @ $559.55 $CCCX @ $13.56 $LDOS @ $181.19" [X Link](https://x.com/JayApted/status/2003483613942481321) 2025-12-23T15:11Z [----] followers, [---] engagements "@growth1956 $BAH is worse" [X Link](https://x.com/JayApted/status/2003546706432938396) 2025-12-23T19:22Z [----] followers, [--] engagements "Trimmed $CCCX one more time later in the day today @ $17.65. I'm not sure if this is the greatest time to be a buyer of $CCCX now that it's up a lot from just a week ago or if a better time will come once the de-SPAC takes place. I also hesitated to go in too heavy on $FEIM but as it turned out I should have gone in much more heavy than I did" [X Link](https://x.com/JayApted/status/2003578539430355163) 2025-12-23T21:28Z [----] followers, [---] engagements "I bought enough shares of $DLTR today @ $119.91 to replace shares I sold @ $130.02 a couple of weeks ago. $DLTR hit a new 52-week high today of $130.53. Now I'm glad that I stuck with both $DG and $DLTR this year The Year of the Dollar Stores. I was buying $DLTR @ $66.09 only nine months ago. Today I sold some $DLTR @ $130.02. $DLTR hit a new 52-week high today of $130.53. Now I'm glad that I stuck with both $DG and $DLTR this year The Year of the Dollar Stores. I was buying $DLTR @ $66.09 only nine months ago. Today I sold some $DLTR @ $130.02" [X Link](https://x.com/JayApted/status/2003598185277849735) 2025-12-23T22:46Z [----] followers, [---] engagements "@theresa_perrin My only trade today was to buy some $PZZA @ $39.10" [X Link](https://x.com/JayApted/status/2003922038264881554) 2025-12-24T20:13Z [----] followers, [---] engagements "@growth1956 It only rose about 1.4% after hours. I think you're paying too much attention to minor moves. I think you noticed it b/c it broke above $30.00 a share again" [X Link](https://x.com/JayApted/status/2003928070449778868) 2025-12-24T20:37Z [----] followers, [--] engagements "@growth1956 +44.2% YTD in [----] is hefty. Let's hope that $AMTM can keep up the positive momentum into 2026" [X Link](https://x.com/JayApted/status/2003934082573668600) 2025-12-24T21:01Z [----] followers, [---] engagements "@growth1956 Nothing unreasonable about those price targets I think it's still somewhat of an undiscovered stock although the Citron publicity helped it in 2025" [X Link](https://x.com/JayApted/status/2003937003449339980) 2025-12-24T21:13Z [----] followers, [---] engagements "I just bought some $ONDS @ $8.59 to replace shares I sold earlier in the week @ $9.57" [X Link](https://x.com/JayApted/status/2004572169557381571) 2025-12-26T15:17Z [----] followers, [---] engagements "Bought $ASTS one more time @ $71.71 replacing shares sold @ $82.79 on Monday" [X Link](https://x.com/JayApted/status/2004656930745356508) 2025-12-26T20:53Z [----] followers, [---] engagements "@Liathetrader I took all of my gains on metals already too early as it turned out. 😆" [X Link](https://x.com/JayApted/status/2004708115187630231) 2025-12-27T00:17Z [----] followers, [---] engagements "@StockMKTNewz $DG Slap it high 🙌" [X Link](https://x.com/JayApted/status/2005777575046508961) 2025-12-29T23:06Z [----] followers, [---] engagements "Wassup $DG is up about +97% since your post on 2/1/2025. @rossiadam @JayApted I would like nothing more than to see all Dollar General stores sink into the ocean. They are a blight on the landscape. There is no price or product advantage over Walmart. They only thing they've got is a slight location advantage. But empty broken glass filled parking lots @rossiadam @JayApted I would like nothing more than to see all Dollar General stores sink into the ocean. They are a blight on the landscape. There is no price or product advantage over Walmart. They only thing they've got is a slight location" [X Link](https://x.com/JayApted/status/2005788764451328336) 2025-12-29T23:51Z [----] followers, [---] engagements "Not very good advice on $DG unfortunately. @rossiadam @JayApted Dont do it. Classic value trap. If you cant iterate a catalyst now dont buy. @rossiadam @JayApted Dont do it. Classic value trap. If you cant iterate a catalyst now dont buy" [X Link](https://x.com/JayApted/status/2005789771210088769) 2025-12-29T23:55Z [----] followers, [---] engagements "Nice write-up on the $CCCX investment thesis. (I have current positions in $RKLB $ASTS & $CCCX.) Tomorrow I will reopen a small position in the quantum company Infleqtion ( $CCCX ). This will the #3 Space stock in my portfolio after $RKLB and $ASTS. Space But this is a quantum company RocketMan Actually it's both. $CCCXs space division is one of the most Tomorrow I will reopen a small position in the quantum company Infleqtion ( $CCCX ). This will the #3 Space stock in my portfolio after $RKLB and $ASTS. Space But this is a quantum company RocketMan Actually it's both. $CCCXs space division" [X Link](https://x.com/JayApted/status/2007095172031754282) 2026-01-02T14:22Z [----] followers, [---] engagements "I lightened up on $ONDS today @ $10.82 & @ $10.98. Really nice move in the stock over the last week" [X Link](https://x.com/JayApted/status/2007198004319826338) 2026-01-02T21:11Z [----] followers, [---] engagements "I trimmed $KRKNF today @ $4.86. Only 1/8th of the position" [X Link](https://x.com/JayApted/status/2007200046899438003) 2026-01-02T21:19Z [----] followers, [---] engagements "@jonathanmaze $PZZA is my only restaurant stock and its 1-year performance for [----] was essentially flat at -2% but it does go nuts with every takeover rumor and there have been a few over the last several years" [X Link](https://x.com/JayApted/status/2007213238338080876) 2026-01-02T22:11Z [----] followers, [---] engagements "@MitchMartan98 @mangel_44 @FinDataJay I bought some $PATH @ $15.58 as a speculative buy for 2026" [X Link](https://x.com/JayApted/status/2007222359766540480) 2026-01-02T22:47Z [----] followers, [---] engagements "I sold my $71.71 $ASTS shares @ $90.21 this morning for a gain of $18.50/share. 1/3rd of the position" [X Link](https://x.com/JayApted/status/2008211812643225658) 2026-01-05T16:19Z [----] followers, [---] engagements "Nice to see $VVX hit $60.00 again. Thanks for filling me in on what you're doing with both $VVX & $AMTM. I had another sell order set for $VVX right at $60.00 that got a fill but in total I sold less than 1/6th of the position today" [X Link](https://x.com/JayApted/status/2008297248904396998) 2026-01-05T21:59Z [----] followers, [---] engagements "@10009nyny @SayNoToTrading They have more than $10M in revenues. I noticed however how much the company's market cap increased on the announcement of $10M in new contract awards. The reaction was excessive imo almost Palantir-like. $10M in new contract awards is not very much" [X Link](https://x.com/JayApted/status/2008327026579538397) 2026-01-05T23:57Z [----] followers, [--] engagements ""holding the national crown for skyscraper density while claiming third place worldwide trailing only Hong Kong and New York" Hmm so why doesn't New York hold the national crown 🤔" [X Link](https://x.com/JayApted/status/2008349832008638729) 2026-01-06T01:28Z [----] followers, [---] engagements "I trimmed $AIR @ $91.90 in after-hours trading after the company's Q2 results beat expectations on both top and bottom lines. Congrats $AIR on the new 52-week high AAR CORP. $AIR Q2-26. Results: 📊 Adj. EPS: $1.18 🟢 💰 Revenue: $795M 🟢 📈 Net Income: $35M 🔎 AAR delivered another outstanding quarter achieving solid results throughout all segments of our business and advancing our strategic objectives through our recent acquisitions. https://t.co/x9a52jNNfN AAR CORP. $AIR Q2-26. Results: 📊 Adj. EPS: $1.18 🟢 💰 Revenue: $795M 🟢 📈 Net Income: $35M 🔎 AAR delivered another outstanding" [X Link](https://x.com/JayApted/status/2008666384998563920) 2026-01-06T22:26Z [----] followers, [---] engagements "I sold some $RKLB shares this morning @ $80.00 $81.70 & $85.00. That's about a 23x-bagger if you compare to my lowest-cost shares ever at $3.72/share. I know that the Neutron launch catalyst could give it an additional boost but I'm finding $RKLB to be pretty expensive now with a market cap of $46B. I've been trimming pretty steadily and I don't have that large of a position remaining. I picked up some $RKLB in the pre-market @ $3.92 & @ $3.72. $RKLB is tanking after a launch failure. I only have a small position in the stock. I picked up some $RKLB in the pre-market @ $3.92 & @ $3.72. $RKLB" [X Link](https://x.com/JayApted/status/2008672498267652293) 2026-01-06T22:50Z [----] followers, [---] engagements "@MusicJim2 Yes The Who Rolling Stones Springsteen Fleetwood Mac" [X Link](https://x.com/JayApted/status/2008684061011616162) 2026-01-06T23:36Z [----] followers, [---] engagements "I lightened up on $BAH a little bit today (only 1/20th of the position) selling some shares @ $90.50" [X Link](https://x.com/JayApted/status/2008979454035677483) 2026-01-07T19:10Z [----] followers, [---] engagements "@Aiguyohzee I didn't make clear that I still hold the stock. What I sold yesterday was only 1/7th of the total position. $KRKNF" [X Link](https://x.com/JayApted/status/2009010561674301939) 2026-01-07T21:13Z [----] followers, [---] engagements "@theresa_perrin I bought $PZZA again today @ $37.66. The routinely reoccurring takeover speculation is the main reason that I like to hold a small position in $PZZA. DYODD" [X Link](https://x.com/JayApted/status/2009031682565800429) 2026-01-07T22:37Z [----] followers, [---] engagements "@StockMKTNewz New all-time high for $AIR today at $96.91" [X Link](https://x.com/JayApted/status/2009053687843582333) 2026-01-08T00:05Z [----] followers, [---] engagements "I lightened up more on $BAH this morning @ $95.70 & @ $95.89" [X Link](https://x.com/JayApted/status/2009377490561609987) 2026-01-08T21:31Z [----] followers, [---] engagements "I sold more $SAIC today @ $112.50" [X Link](https://x.com/JayApted/status/2009421335181529394) 2026-01-09T00:25Z [----] followers, [---] engagements "That turned out to be a really good trade in $AMTM. I'm glad that the Oct $22.50 put contracts got assigned. I sold them for $0.775 per contract on average so I was assigned [----] shares at a net cost of $21.725 per share. Today I was selling $AMTM shares @ $32.31 & @ $32.44 so that's a return of close to 50% on those shares in less than three months. https://twitter.com/i/web/status/2009426642108920211 https://twitter.com/i/web/status/2009426642108920211" [X Link](https://x.com/JayApted/status/2009426642108920211) 2026-01-09T00:46Z [----] followers, [---] engagements "@Speculator_io Good list thanks. Look at $ONDS with a P/S ratio almost twice that of Palantir. It would be nice to see $AMTM and $VVX included as well" [X Link](https://x.com/JayApted/status/2009431322893406302) 2026-01-09T01:05Z [----] followers, [----] engagements "@growth1956 Just sold 1/6th of my $KRKNF position @ $6.00/share. 🔥 Also trimming $AMTM and $VVX a little bit this morning" [X Link](https://x.com/JayApted/status/2009637788136751263) 2026-01-09T14:46Z [----] followers, [---] engagements "I sold some of my $VVX today @ $64.87. I like the stock but I'm using my experience and knowledge of how there's a large shareholder that still has about a 20% stake in the company who likes to sell large blocks of shares whenever the stock has been on a run. @growth1956 I sold more $VVX @ $62.00 & @ $62.79 today. It's a top holding so I feel like I can swing-trade it some around the core position. We need to keep in mind that AIP still has almost a 20% stake in $VVX. With the share price getting to be relatively high recently I would not be @growth1956 I sold more $VVX @ $62.00 & @ $62.79" [X Link](https://x.com/JayApted/status/2010836809010331991) 2026-01-12T22:10Z [----] followers, [----] engagements "I trimmed $AMTM again today @ $34.00 & @ $34.43. Still selling shares that cost me $21.725 only about three months ago" [X Link](https://x.com/JayApted/status/2010849366144156099) 2026-01-12T23:00Z [----] followers, [---] engagements "@Kross_Roads 80% growth if they can achieve it will give them what $3 a share in total annual revenues What a joke to give them a price target of $235 for $3 a share in revenues" [X Link](https://x.com/JayApted/status/2010899458008236081) 2026-01-13T02:19Z [----] followers, [---] engagements "@oHbGjGwwqOTi9VP People always seem to get upset whenever I do any profit-taking or trimming of a position" [X Link](https://x.com/JayApted/status/2011056433228284071) 2026-01-13T12:43Z [----] followers, [--] engagements "@oHbGjGwwqOTi9VP AIP the former owners of Vertex Aerospace prior to the merger with Vectrus to form V2X still hold 19.9% of $VVX common stock. https://x.com/JayApted/status/1990079699381264483s=20 I didn't even see this on Wednesday but V2X Inc. $VVX announced another offering of its common shares by Vertex Aerospace Holdco LLC. Following the sale of [----] million shares Vertex Aerospace Holdco will continue to own [-------] shares or 19.9% of $VVX outstanding common https://x.com/JayApted/status/1990079699381264483s=20 I didn't even see this on Wednesday but V2X Inc. $VVX announced another" [X Link](https://x.com/JayApted/status/2011060800035696813) 2026-01-13T13:00Z [----] followers, [---] engagements "@oHbGjGwwqOTi9VP $SAIC" [X Link](https://x.com/JayApted/status/2011072933355987126) 2026-01-13T13:48Z [----] followers, [--] engagements "I bought $PATH today @ $15.87" [X Link](https://x.com/JayApted/status/2011175700896649374) 2026-01-13T20:37Z [----] followers, [---] engagements "@StockMKTNewz Plus $AIR $VVX" [X Link](https://x.com/JayApted/status/2011203193078726931) 2026-01-13T22:26Z [----] followers, [---] engagements "@MyMommaBasement @StockMKTNewz The ticker symbol $AIR on the NYSE belongs to AAR Corporation. The symbol should be used for Airbus trading on the Paris exchange. http://AIR.PA http://AIR.PA" [X Link](https://x.com/JayApted/status/2011238756461003107) 2026-01-14T00:47Z [----] followers, [--] engagements "Top [--] Greenland-linked stocks to watch amid Trump threats $VVX https://finbold.com/top-3-greenland-linked-stocks-to-watch-amid-trump-threats https://finbold.com/top-3-greenland-linked-stocks-to-watch-amid-trump-threats" [X Link](https://x.com/JayApted/status/2011247277894222200) 2026-01-14T01:21Z [----] followers, [---] engagements "I sold 1/2 of my remaining $RKLB @ $90.00 per share" [X Link](https://x.com/JayApted/status/2011479984901132650) 2026-01-14T16:46Z [----] followers, [---] engagements "@StockMKTNewz Plus $AIR $AMTM & $VVX" [X Link](https://x.com/JayApted/status/2011564288943566874) 2026-01-14T22:21Z [----] followers, [---] engagements "$AMTM -Truist raises Amentum target to $42 from $34 Buy $AMAT -Stifel raises Applied Materials target to $340 from $250 Buy - $AMT -Scotiabank lowers American Tower target to $220 from $248 Outperform - $AMTM -Truist raises Amentum target to $42 from $34 Buy - $AMAT -Stifel raises Applied Materials target to $340 from $250 Buy - $AMT -Scotiabank lowers American Tower target to $220 from $248 Outperform - $AMTM -Truist raises Amentum target to $42 from $34 Buy -" [X Link](https://x.com/JayApted/status/2011575420446298519) 2026-01-14T23:05Z [----] followers, [---] engagements "Wikipedia: Southwest Airlines Flight [----] was a scheduled passenger flight from Baltimore Maryland to Chicago Illinois continuing on to Salt Lake City Utah and then to Las Vegas Nevada. On December [--] [----] the airplane slid off a runway at Midway Airport in Chicago while landing in a snowstorm and crashed into automobile traffic killing a six-year-old boy. https://twitter.com/i/web/status/2011630899041874256 https://twitter.com/i/web/status/2011630899041874256" [X Link](https://x.com/JayApted/status/2011630899041874256) 2026-01-15T02:45Z [----] followers, [---] engagements "Trimmed $BAH one more time @ $98.15" [X Link](https://x.com/JayApted/status/2011892145280729324) 2026-01-15T20:04Z [----] followers, [---] engagements "Lol Palantir doesn't like competition. https://finance.yahoo.com/news/palantir-seeks-12-month-ban-164633025.html https://finance.yahoo.com/news/palantir-seeks-12-month-ban-164633025.html" [X Link](https://x.com/JayApted/status/2011910835921166338) 2026-01-15T21:18Z [----] followers, [---] engagements "@growth1956 $AMTM is +56.7% since 11/14/2025. 👊" [X Link](https://x.com/JayApted/status/2011935869146407052) 2026-01-15T22:57Z [----] followers, [--] engagements "@ASTS_SpaceMob Some of the companies I'm seeing in the Tranche [--] awardees list I'm surprised were not named earlier like $ASTS $SAIC $KTOS $MAXR & $FLY" [X Link](https://x.com/JayApted/status/2011982708461670726) 2026-01-16T02:03Z [----] followers, [---] engagements "@pennycheck $SAIC too. 🙌 Funny to see all the celebrating about being one of 2440" [X Link](https://x.com/JayApted/status/2011994670608658462) 2026-01-16T02:51Z [----] followers, [---] engagements "There are options available on the stock. But the company is not issuing any options to this shareholder. The large shareholder is American Industrial Partners (AIP) a private equity firm who were the former owners of Vertex Aerospace prior to the merger with Vectrus to create V2X Inc. $VVX in [----]. I think the merger was very beneficial to AIP (Vectrus shareholders like me didn't do as well initially) so they've been wanting to realize their gains on the deal and have periodically been selling large blocks of $VVX stock. https://twitter.com/i/web/status/2012303976276889772" [X Link](https://x.com/JayApted/status/2012303976276889772) 2026-01-16T23:20Z [----] followers, [--] engagements "I sold more $VVX today @ $68.15 and (after hours) @ $69.76. It's still a large holding though possibly still my second largest. New 52-week high for $VVX today" [X Link](https://x.com/JayApted/status/2012308064272031768) 2026-01-16T23:36Z [----] followers, [---] engagements "@Yeah_Dave I hope that it remains independent but I think that it will get taken out someday by one of the major defense contractors for a huge acquisition premium. There has been so much consolidation in the defense industry" [X Link](https://x.com/JayApted/status/2012328700990099613) 2026-01-17T00:58Z [----] followers, [---] engagements "@danielnewmanUV Lol. $1.66/share in annual revenues. The stock is down more than -20%. Has much farther to fall to come anywhere close to fair value. Karp keeps dumping shares" [X Link](https://x.com/JayApted/status/2012358026800292026) 2026-01-17T02:55Z [----] followers, [---] engagements "@felixcscscs @Yeah_Dave Are you sure about that My sources indicate that they still hold 19.9% of $VVX" [X Link](https://x.com/JayApted/status/2012662030918889809) 2026-01-17T23:03Z [----] followers, [---] engagements "@Mr_Derivatives #1 LOL. There are probably no $ASTS shares available anymore for short sellers to borrow. 😁" [X Link](https://x.com/JayApted/status/2012667955117527206) 2026-01-17T23:26Z [----] followers, [---] engagements "@Jason28108 @rossiadam [--]. $SAIC [--]. $BAH [--]. $VVX [--]. $JBSS [--]. $NGVC" [X Link](https://x.com/JayApted/status/2012886344104579088) 2026-01-18T13:54Z [----] followers, [---] engagements "@growth1956 @felixcscscs @Yeah_Dave Thanks.👍 That's a big improvement from their having control of 62% of $VVX stock immediately after the merger" [X Link](https://x.com/JayApted/status/2012999178121531624) 2026-01-18T21:22Z [----] followers, [---] engagements "I give $ASTS credit for wording their press release to announce the SHIELD contract award in a very accurate non-misleading way compared to some of the other awardees. They don't state that they were just awarded a $151B contract and they emphasize that this award just makes them eligible to compete directly for future task orders. "The selection positions AST SpaceMobile to compete for a wide range of future task orders across research development engineering prototyping and operations of critical Missile Defense Agency systems that support U.S. national security objectives."" [X Link](https://x.com/JayApted/status/2013009335186587880) 2026-01-18T22:03Z [----] followers, [---] engagements "@StockMKTNewz Thanks defense names were strong today: $LMT $RTX $HII $KTOS $NOC" [X Link](https://x.com/JayApted/status/2013754052698312731) 2026-01-20T23:22Z [----] followers, [---] engagements "@hamptonism What a joke. Why do you think that garbage should be in history books" [X Link](https://x.com/JayApted/status/2013787583390654464) 2026-01-21T01:35Z [----] followers, 13.5K engagements "@SwisstradeAsia @hamptonism What capabilities are you talking about Do you think that Karp has a technical background" [X Link](https://x.com/JayApted/status/2013817340568223979) 2026-01-21T03:34Z [----] followers, [----] engagements "@WaterBilge Thanks. I definitely could have done better. The volatility is this stock is insane. That's why the options are always priced so expensively and I like trading them $ASTS" [X Link](https://x.com/JayApted/status/2014440138315583980) 2026-01-22T20:48Z [----] followers, [---] engagements "Expired for only [--] years. No biggie. 😂 When Ill do it later turns into [--] years 🫠 https://t.co/AD0fNJXjoy When Ill do it later turns into [--] years 🫠 https://t.co/AD0fNJXjoy" [X Link](https://x.com/JayApted/status/2015249398842679665) 2026-01-25T02:24Z [----] followers, [---] engagements "As grocery prices soar this German grocery chain is conquering America: "Aldi is widely recognized as the fastest growing chain across the grocery sector." https://x.com/washingtonpost/status/2015560566782255421s=20 As grocery bills eat up a greater share of Americans wallets Aldi isnt letting off the gas in its U.S. expansion. The German-based chain plans to have [----] U.S. stores through [----]. https://t.co/qpK5lLNgGl https://x.com/washingtonpost/status/2015560566782255421s=20 As grocery bills eat up a greater share of Americans wallets Aldi isnt letting off the gas in its U.S. expansion. The" [X Link](https://x.com/JayApted/status/2015583542801993785) 2026-01-26T00:32Z [----] followers, [---] engagements "I trimmed $DG a little bit more this morning @ $150.82. Now targeting $160+ for any additional selling" [X Link](https://x.com/JayApted/status/2015802834168488163) 2026-01-26T15:03Z [----] followers, [---] engagements "$WING is another interesting chicken restaurant brand. I think it could take flight. :) GS added $WING to its conviction-buy list last week" [X Link](https://x.com/JayApted/status/868449490180743168) 2017-05-27T12:51Z [----] followers, [--] engagements "1/ $WING had an interesting IPO [--] years ago. The initial expected price range was $12-$14 but was increased to $16-$18 on high interest" [X Link](https://x.com/JayApted/status/868453792693596160) 2017-05-27T13:08Z [----] followers, [--] engagements "2/ $WING's IPO was eventually priced at $19. In its first day of trading $WING jumped 61% above its IPO price to close at $30.59" [X Link](https://x.com/JayApted/status/868454960895320064) 2017-05-27T13:12Z [----] followers, [--] engagements "Could it be that the seven-year ban on American companies selling components to Chinese telecom equipment maker ZTE might allow Fabrinet $FN to gain additional market share I don't know what the answer to that question is" [X Link](https://x.com/JayApted/status/985898322975174657) 2018-04-16T15:10Z [----] followers, [--] engagements "These Energy Stocks Will Benefit The Most From $70/Barrel Oil via @forbes http://www.forbes.com/sites/jimcollins/2018/05/07/these-energy-stocks-will-benefit-the-most-from-70barrel-oil/#695de41210f9 http://www.forbes.com/sites/jimcollins/2018/05/07/these-energy-stocks-will-benefit-the-most-from-70barrel-oil/#695de41210f9" [X Link](https://x.com/JayApted/status/993840399579009024) 2018-05-08T13:09Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@JayApted Jay AptedJay Apted posts on X about $vvx, $saic, $bah, $amtm the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 36.42% stocks 31.21% cryptocurrencies 13.87% technology brands 3.47% travel destinations 1.73% exchanges 1.16% automotive brands 0.58% musicians 0.58% countries 0.58%
Social topic influence $vvx 13.29%, $saic #3, $bah #3, $amtm #9, $rklb 8.09%, $asts 7.51%, gain 6.94%, stocks 6.36%, $icfi #1, $air 5.78%
Top accounts mentioned or mentioned by @growth1956 @stockmktnewz @waterbilge @mrderivatives @jason28108 @rossiadam @ohbgjgwwqoti9vp @yeahdave @ewingpainting @pennycheck @10009nyny @fullcarry @41investments @moimran21 @nimesh3t @avginsider @luk95662 @commonsenseplay @theresaperrin @felixcscscs
Top assets mentioned SCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC) Booz Allen Hamilton Holding, Corp. (BAH) Amentum Holdings, Inc. (AMTM) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) ICF International, Inc. (ICFI) AAR Corp. (AIR) Leidos Holdings Inc (LDOS) Decentral Games (DG) CACI INTERNATIONAL CLA (CACI) Nexxen International Ltd. (NEXN) DXC Technology Co (DXC) SafeMoon (SFM) Ondas Holdings Inc. Common Stock (ONDS) Columbia Sportswear Co (COLM) Dollar Tree Inc (DLTR) Wing Finance (WING) Souni (SON) Bitcoin (BTC) Palantir Technologies Inc. (PLTR) Fluidity (FLY) UiPath, Inc. (PATH) Kratos Defense & Security Solutions, Inc. (KTOS) Accenture (ACN) Sprouts Farmers Market, Inc. (SFM) 2131KOBUSHIDE (21) ProCap BTC (BRR)
Top posts by engagements in the last [--] hours
"$BAH's results gave a quick boost to all of the contractor stocks right at the market open. I was able to get $107.74 for some of my $BAH shares and $675.00 for some $CACI shares"
X Link 2026-01-23T14:43Z [----] followers, [----] engagements
"I trimmed my $BAH position very slightly (1/20th of the position) selling the $81.28 shares @ $88.68 for a gain of $7.40 per share"
X Link 2026-02-06T16:50Z [----] followers, [---] engagements
"$SAIC pushes back on $1.4B award that went to Accenture via @washtechnology https://www.washingtontechnology.com/contracts/2026/02/saic-pushes-back-14b-award-went-accenture/411330/ https://www.washingtontechnology.com/contracts/2026/02/saic-pushes-back-14b-award-went-accenture/411330/"
X Link 2026-02-13T23:53Z [----] followers, [---] engagements
"I think $NEXN is a good value at $8.62. I bought shares today at that price level"
X Link 2025-10-03T21:45Z [----] followers, [---] engagements
"BTIG Initiates $NEXN at Buy With $13 Price Target I added to my $NEXN position yesterday @ $8.35 per share"
X Link 2025-10-07T12:53Z [----] followers, [---] engagements
"$ICFI ICF Updates Sightline Its Highly Adopted Utility Program Platform "The upgrade adds AI analytics for a 360-degree view of customer programs near real-time grid-impact visibility centralized business intelligence increased workflow automation and deeper program analytics and regulatory reporting. Sightline now integrates capabilities from the completed AEG acquisition supports forecasting of distributed energy resources and is used by over [--] utilities and state/local governments. The platform aims to help utilities optimize incentives manage peak demand and defer infrastructure upgrades"
X Link 2025-10-09T20:17Z [----] followers, [---] engagements
"@Mr_Derivatives $SAIC 9.8x P/E $DXC 4.3x P/E"
X Link 2025-10-27T19:16Z [----] followers, [----] engagements
"Other buys today; $AIR (AAR Corp) @ $81.68 $NEXN @ $7.75 & @ $7.53 $VVX @ $54.83 & @ $53.85"
X Link 2025-11-07T22:13Z [----] followers, [---] engagements
"@eWhispers $PERI reported strong quarterly results this morning and I think the same will be true for $NEXN tomorrow morning"
X Link 2025-11-12T20:52Z [----] followers, [---] engagements
"@MarkHubbard33 @pennycheck He's probably referring to $AERG"
X Link 2025-11-19T00:19Z [----] followers, [---] engagements
"$ICFI nice 5+% move this morning on the upgrade from Canaccord Genuity. 👀 Canaccord Genuity upgraded $ICFI from Hold to Buy while raising its price target from $90 to $115"
X Link 2025-12-02T14:48Z [----] followers, [---] engagements
"Trimmed my $76.55 $ICFI shares today @ $86.29 for a $9.74/share gain. Less than 1/10th of the position"
X Link 2025-12-04T23:09Z [----] followers, [---] engagements
"I bought $ICFI shortly before the market close today @ $82.29 to replace shares sold last week @ $86.29"
X Link 2025-12-08T22:00Z [----] followers, [---] engagements
"Did somebody figure out how absurd it is for $DXC to trade at 4x its earnings power along with the good news today about the redemption of a large portion of the company's debt From its 52-week low of $11.82 on 11/20/2025 to today's high of $15.19 $DXC gained +28.5% in [--] trading days. @Mr_Derivatives $SAIC 9.8x P/E $DXC 4.3x P/E @Mr_Derivatives $SAIC 9.8x P/E $DXC 4.3x P/E"
X Link 2025-12-09T22:50Z [----] followers, [---] engagements
"At its 52-week low of $11.82 on 11/20/2025 $DXC traded for 3.8x the midpoint of current management guidance for full-year adj. EPS ($2.85 to $3.35). $DXC beats on revenues beats on earnings raises guidance for full-year adjusted EPS to $2.85-$3.35 from $2.75-$3.25 raises guidance for FY26 revenues. At this morning's pre-market share price of $13.62 the stock trades for 4.4x the midpoint of updated guidance for FY26 $DXC beats on revenues beats on earnings raises guidance for full-year adjusted EPS to $2.85-$3.35 from $2.75-$3.25 raises guidance for FY26 revenues. At this morning's pre-market"
X Link 2025-12-09T23:03Z [----] followers, [---] engagements
"A few other buys today: $CACI @ $559.55 $CCCX @ $13.56 $LDOS @ $181.19"
X Link 2025-12-16T21:20Z [----] followers, [----] engagements
"I don't know if I'd say these are the best investment opportunities (I may have smaller speculative positions that have more upside potential) but these are my top [--] holdings going into 2026: [--]. $SAIC [--]. $VVX [--]. $BAH [--]. $AMTM [--]. $JBSS [--]. $ICFI [--]. $SON [--]. $NGVC [--]. $DG [--]. $NEXN [--]. $CACI [--]. $LDOS [--]. $RKLB [--]. $PERI [--]. $KRKNF [--]. $AIR [--]. $DXC [--]. $ASTS [--]. $COLM [--]. $DLTR https://twitter.com/i/web/status/2007253446718525696 https://twitter.com/i/web/status/2007253446718525696"
X Link 2026-01-03T00:51Z [----] followers, [---] engagements
"$LDOS hit my target of $200+ to do additional trimming so I sold some shares this morning @ $200.06. The shares cost me $181.19 so I realized a gain of $18.87/share"
X Link 2026-01-07T15:50Z [----] followers, [---] engagements
"Sold more $COLM (1/3rd of the remaining position) @ $58.48 shortly after the market open. I have very little $COLM remaining now"
X Link 2026-01-09T15:13Z [----] followers, [---] engagements
"I picked up some $LDOS this morning @ $190.44 per share"
X Link 2026-01-14T15:11Z [----] followers, [---] engagements
"A few other positions I trimmed today: $ICFI @ $94.15 $JBSS @ $74.00 $SON @ $49.50 $VVX @ $66.90"
X Link 2026-01-14T22:30Z [----] followers, [---] engagements
"I sold some $ICFI today @ $97.79. Now I will really not sell any more of my $ICFI until it reaches at least $100+ at a minimum"
X Link 2026-01-17T01:49Z [----] followers, [---] engagements
"@BlackScholesMan $LDOS"
X Link 2026-01-17T02:58Z [----] followers, [---] engagements
"I think Sprouts $SFM is definitely buyable here. It's come down more than 60% from its overbought $182.00 52-week high to hit a new 52-week low today. I started up a new small position in it today starting @ $72.51. Also I was in a Sprouts just a few days ago doing due diligence on the stock; I liked the store and thought it seemed to be doing pretty good business busier than I remember Sprouts being the last time I shopped at one. $SFM Sprouts Farmer's Market valuation has come back down to earth after getting close to a Fwd PE of [--] a little over a year ago 😳 Anyone buying here I love"
X Link 2026-01-20T22:46Z [----] followers, [---] engagements
"I just picked up some shares of $CACI @ $646.33 to replace shares I sold @ $675.00 on Friday. Most of the contractor stocks seem to be pretty weak today: $BAH $LDOS $SAIC $VVX etc"
X Link 2026-01-26T15:16Z [----] followers, [---] engagements
"How much market cap is $BAH losing today over $21 million in contract cancellations 🤔"
X Link 2026-01-26T16:29Z [----] followers, [---] engagements
"Bought $LDOS again @ $186.83. I actually would like to build up a much larger position in $LDOS b/c I think the company's prospects are really good but it doesn't want to give me much of an opportunity to buy on any weakness. It sold off some today on the news about the $BAH contract cancellations. https://twitter.com/i/web/status/2015886701265383893 https://twitter.com/i/web/status/2015886701265383893"
X Link 2026-01-26T20:36Z [----] followers, [---] engagements
"I bought $KRKNF @ $6.09 to replace shares I sold @ $6.74"
X Link 2026-01-29T16:25Z [----] followers, [---] engagements
"$DXC released an earnings report. 😴 $DXC Q3 FY26: Diluted EPS $0.61 up 96.8% YoY Non-GAAP EPS $0.96 up 4.3% YoY Revenue $3.19b down 1% YoY Bookings $3.6b 1.12x book-to-bill FCF $266m FY26 guidance: $12.69b revenue $3.15 EPS PR: https://t.co/sIUSgAe5Nu https://t.co/giA1ajMMx5 $DXC Q3 FY26: Diluted EPS $0.61 up 96.8% YoY Non-GAAP EPS $0.96 up 4.3% YoY Revenue $3.19b down 1% YoY Bookings $3.6b 1.12x book-to-bill FCF $266m FY26 guidance: $12.69b revenue $3.15 EPS PR: https://t.co/sIUSgAe5Nu https://t.co/giA1ajMMx5"
X Link 2026-01-30T00:59Z [----] followers, [---] engagements
"I bought some shares of $DXC @ $12.99 early this morning on the post-earnings beatdown and sold them @ $14.41 just before the market close. That's a one-day gain of +10.9%. With this stock you really have to trade the swings instead of just following a buy-and-hold strategy"
X Link 2026-01-30T21:51Z [----] followers, [---] engagements
"In the cases of $RKLB and $SPIR it was more like 2-5 weeks than [--] days. I took a look back at [----] when $RKLB and $SPIR first started trading post-SPAC which happened in August [----]. They both got an initial boost which peaked the next month at $21.34 for $RKLB and at $19.50 (split-adjusted) for $SPIR. They both crashed back down over the next couple of years into the $3s for $RKLB and $1 for $SPIR. $SPIR had to do a 1-for-8 reverse stock split in August [----] to come back into compliance with NYSE listing requirements. They've both done much better since then with $RKLB hitting an all-time"
X Link 2026-02-01T00:39Z [----] followers, [--] engagements
"@10009nyny @oneuera That looks pretty rough.it first started trading as $BRR on December [--] after the merger was completed on December [--] but it was crashing the whole week preceding December 8"
X Link 2026-02-01T01:40Z [----] followers, [---] engagements
"This is major positive news for $VVX but the stock dropped -3.75% today. This is bad news for AAR Corp. $AIR to have their protest denied but $AIR set a new all-time high today and closed up +2.0%. Go figure. 🤔🤷♂ BREAKING: $VVX wins major legal victory clearing the way to resume its $4.3B Air Force contract. The Court of Federal Claims denied the protest lifting the stop-work order. A significant catalyst for future revenue. Anticipate options flow. 📢 https://t.co/SaOt6JhSaH BREAKING: $VVX wins major legal victory clearing the way to resume its $4.3B Air Force contract. The Court of"
X Link 2026-02-02T22:21Z [----] followers, [---] engagements
"@StockMKTNewz AAR Corp. $AIR hit a new all-time high today"
X Link 2026-02-02T22:33Z [----] followers, [---] engagements
"$COLM got a nice bump from its latest mixed earnings report. I'm out of the stock now as of today with my last shares sold @ $65.96. https://x.com/Finsee_main/status/2018799779489214936s=20 $COLM Q4 [----] earnings: International Strength Masks U.S. Decline and Tariff Pain Columbia delivered a mixed Q4 where international momentum saved the quarter from a domestic collapse. While total revenue dipped 2% to $1.07B the divergence is stark: International markets grew https://x.com/Finsee_main/status/2018799779489214936s=20 $COLM Q4 [----] earnings: International Strength Masks U.S. Decline and"
X Link 2026-02-05T02:31Z [----] followers, [---] engagements
"@thisisandrej I bought more $CCCX today @ $10.76 & @ $10.52 per share. My average cost in $CCCX now is about $13.41. I'm starting to doubt my thesis though that it will get a pump post-merger when it first starts trading as $INFQ considering the current state of the market"
X Link 2026-02-06T00:57Z [----] followers, [---] engagements
"I bought $ICFI today @ $88.59 to replace shares sold @ $97.79. Still targeting at least $100+ to do any more selling of $ICFI"
X Link 2026-02-06T01:29Z [----] followers, [---] engagements
"I think AI is pretty good then if that was AI-generated. It actually made a lot of sense to me as I was reading it thinking about the impact of all the layering of derivatives on top of the original Bitcoin thesis. I'm not really sure in my own mind though if derivatives have that huge of an impact"
X Link 2026-02-06T01:53Z [----] followers, [--] engagements
"@Ataraxistic @CryptoNobler Speaking of Bitcoin derivatives I bought more of the $BTC ETF today @ $31.00 $29.62 & $28.50"
X Link 2026-02-06T02:03Z [----] followers, [--] engagements
"@Fullcarry Did people really think that silver was going to stay above $120 an ounce and keep on going up forever It ended the same way all bubbles always end"
X Link 2026-02-06T03:07Z [----] followers, [----] engagements
"@Fullcarry It looks similar to Palantir's chart lol"
X Link 2026-02-06T03:31Z [----] followers, [---] engagements
"I let go of my $61.15 $RKLB shares late today @ $72.00 for an overnight gain of $10.85/share. That was just a portion of the position I'm still long the stock and short puts"
X Link 2026-02-06T22:38Z [----] followers, [---] engagements
"@Jason28108 It's got a market cap now of about $149B. When I'm buying a stock I think I like the angle that this stock could potentially get acquired by someone so I don't tend to invest that much in large-cap stocks. That's not saying anything bad about the company $ACN at all"
X Link 2026-02-07T01:36Z [----] followers, [--] engagements
"$NEXN would still be a bargain at $10.00 a share. Shares of $NEXN closed Friday at $5.90. $10.00 a share would be close to a 70% premium over Friday's closing price. Revealed: Nexxen International the adtech business which was previously listed on the London Stock Exchange under the name Tremor has received takeover interest from suitors thought to include Affle 3i an Indian peer exploring an offer of at least $10-a-share worth over $500m. Revealed: Nexxen International the adtech business which was previously listed on the London Stock Exchange under the name Tremor has received takeover"
X Link 2026-02-09T12:57Z [----] followers, [---] engagements
"Sold a little more $RKLB today @ $75.79 for a gain of $8.96/share"
X Link 2026-02-09T18:48Z [----] followers, [---] engagements
"Sold a little more $RKLB today. I sold my $66.83 $RKLB shares @ $75.79 for a gain of $8.96/share"
X Link 2026-02-09T18:52Z [----] followers, [---] engagements
"@growth1956 That was a really good price to get. I tried selling some of those calls @ $2.05 & @ $2.00 after seeing your post but there were no buyers"
X Link 2026-02-09T21:09Z [----] followers, [---] engagements
"@StockMKTNewz $KD got killed today. I have no position just an observer"
X Link 2026-02-09T21:11Z [----] followers, [---] engagements
"@TheETFTracker No $PLTR in his "AI Revolution" top [--] That seems pretty weird. I thought Dan Ives was a big $PLTR pumper"
X Link 2026-02-09T21:34Z [----] followers, [---] engagements
"@41investments My opinion is that it keeps tanking. Another new 52-week low for $SFM today"
X Link 2026-02-10T00:05Z [----] followers, [---] engagements
"@StockMKTNewz Sprouts Farmers Market $SFM"
X Link 2026-02-10T00:08Z [----] followers, [---] engagements
"@growth1956 The -5% year-over-year decline in top-line revenues does not look good even if there's a good explanation"
X Link 2026-02-10T00:57Z [----] followers, [--] engagements
"@41investments I bought $SFM today @ $65.90"
X Link 2026-02-10T01:04Z [----] followers, [--] engagements
"So the $NEXN takeover rumor was a total bust"
X Link 2026-02-10T01:37Z [----] followers, [---] engagements
"I bought more $AMTM @ $32.20 replacing shares sold @ $37.50"
X Link 2026-02-10T14:58Z [----] followers, [---] engagements
"@ConnorJBates_ High-beta names. You have to expect above-average moves both up and down"
X Link 2026-02-11T02:58Z [----] followers, [---] engagements
"@mo_imran21 All government contractor stocks are moving together down today. $SAIC this morning announced a reduction in their revenue guidance for FY27. They now expect organic revenue growth to be -2% to -4% down from previous guidance of 0% to +3%"
X Link 2026-02-11T19:22Z [----] followers, [---] engagements
"Now that was a bad day 😐 When your #1 holding $SAIC is down -16% for the day you know that it was a bad day. It felt like a real clobbering to me but overall I guess I was fortunate that I was down only -3.6%"
X Link 2026-02-11T21:19Z [----] followers, [---] engagements
"So $SAIC reduces guidance for FY27 revenue growth from about +1.5% to about -3.0% and the company loses 16% of its market cap in one day That makes a lot of sense. 🤔 That just shows how much the market hates any kind of slowdown in expected revenue growth. The company now has a total market cap of $3.78B and expects free cash flow in FY27 of $600M @mo_imran21 All government contractor stocks are moving together down today. $SAIC this morning announced a reduction in their revenue guidance for FY27. They now expect organic revenue growth to be -2% to -4% down from previous guidance of 0% to"
X Link 2026-02-11T21:50Z [----] followers, [---] engagements
"I bought $RKLB today @ $67.96"
X Link 2026-02-11T23:01Z [----] followers, [---] engagements
"I picked up some shares of my favorite government contractor stocks on the big sell-off today. Too many trades to list them all as I was buying through much of the day so I'll just list the best prices I was able to get lol: $AMTM @ $30.24 $CACI @ $553.65 $ICFI @ $80.15 $LDOS @ $172.95 $SAIC @ $82.99. https://twitter.com/i/web/status/2021725205664563547 https://twitter.com/i/web/status/2021725205664563547"
X Link 2026-02-11T23:17Z [----] followers, [---] engagements
"@growth1956 I think it all started when $SAIC issued preliminary unaudited Q4 results and lowered guidance for FY27 this morning. They all started selling off after that happened. All these stocks move together now"
X Link 2026-02-11T23:35Z [----] followers, [---] engagements
"@WaterBilge I got back into the commons on the big -15% sell-off today starting @ $82.11 per share after getting out @ $90.21. I'm also still short $ASTS 3/20/2026 $80 and $85 puts"
X Link 2026-02-12T22:11Z [----] followers, [---] engagements
"@guo_lin99725 Nice job Other publicly-traded companies I saw on the list(s): $BAESY BAE Systems $BACQ Merlin Labs $AMTM Amentum $FLY Firefly Aerospace $HON Honeywell International $CSCO Cisco Systems $ACM AECOM $FLR Fluor $MMS Maximus $AIR.PA Airbus"
X Link 2026-01-19T15:21Z [----] followers, [---] engagements
"I bought more $SFM today @ $72.17. I think it's really pretty cheap here if you look at how they're generating about a half billion in net earnings now and have a current market cap of only about $7 billion. I think there's a lot more room for growth too. @JayApted Really has come down. They are well run and busy here. @JayApted Really has come down. They are well run and busy here"
X Link 2026-01-21T23:25Z [----] followers, [---] engagements
"I trimmed $NGVC very lightly @ $28.00 for a $4.25/share gain and picked up some more shares of $SFM @ $68.54. I think I want to even up the size of these two positions more. Currently $NGVC is a much larger holding"
X Link 2026-02-02T18:39Z [----] followers, [---] engagements
"I bought some $BAH yesterday @ $83.89 and bought more today @ $81.28. Also got some $CACI today @ $596.47"
X Link 2026-02-05T01:30Z [----] followers, [---] engagements
"@qcapital2020 Interesting thanks I don't own any of them. $XYZ's 5-year performance is shockingly bad. *Correction: I was referring to the stocks you listed when saying I don't own any of them. When I got into the actual slides though I see that I do have #26 $DG"
X Link 2026-02-07T01:54Z [----] followers, [---] engagements
"I bought $BAH again @ $79.05 to replace shares I sold on Friday @ $88.68 but it now feels like a full-sized position to me. I won't be adding any more and I also won't be buying more $ICFI or $SAIC. I didn't buy any $SAIC today but I did buy some $ICFI @ $76.32 & @ $75.57"
X Link 2026-02-12T21:31Z [----] followers, [---] engagements
"Sold a little more $BAH today selling the $83.89 shares @ $90.38 for a gain of $6.49 per share. Those two sells in $BAH on Friday and today totaled only 1/10th of my $BAH position"
X Link 2026-02-09T23:54Z [----] followers, [---] engagements
"I stayed away from $BAH yesterday but I just bought enough shares this morning @ $81.24 to replace the shares I sold on Monday @ $90.38"
X Link 2026-02-12T14:56Z [----] followers, [---] engagements
"@nimesh3t He may have been saying that the cut in $SAIC's expected revenue growth for FY27 is about 5%. That would make sense. They were guiding 0% to +3% revenue growth and now they're guiding -2% to -4% so at the midpoint that's a cut of 4.5%"
X Link 2026-02-14T12:37Z [----] followers, [---] engagements
"@stockthoughts81 I feel like selling all of my $DG and $DLTR after reading this article"
X Link 2025-12-16T22:59Z [----] followers, [--] engagements
"🔥🔥🔥😁😁😁 When the share price is up 0.83% after being down 10% on each of the last [--] days. 📈 @spacanpanman $ASTS https://t.co/RYhY39ionw When the share price is up 0.83% after being down 10% on each of the last [--] days. 📈 @spacanpanman $ASTS https://t.co/RYhY39ionw"
X Link 2025-12-17T00:22Z [----] followers, [---] engagements
"@growth1956 I used to have $SPIR. Got out of it when they had to do some accounting restatements. Haven't paid much attention to it lately"
X Link 2025-12-17T13:19Z [----] followers, [---] engagements
"I bought more $ONDS today @ $7.42"
X Link 2025-12-17T22:02Z [----] followers, [---] engagements
"I lightened up on two positions today: $SAIC and $DXC. I sold only about 1/12th of my $SAIC position today @ $102.95 & @ $102.75. That's up about +22.3% since hitting its 52-week low of $84.16 less than [--] weeks ago. Also sold 1/10th of my $DXC position today @ $15.35. That's up +29.9% from its 52-week low of $11.82 less than [--] weeks ago. https://twitter.com/i/web/status/2001431951618498588 https://twitter.com/i/web/status/2001431951618498588"
X Link 2025-12-17T23:18Z [----] followers, [---] engagements
"@AvgInsider Huge insider purchases not"
X Link 2025-12-18T01:44Z [----] followers, [--] engagements
"@AvgInsider Ok it's a nice gesture better than dumping as many shares of your company's stock as fast as you can like the Palantir insiders"
X Link 2025-12-18T01:55Z [----] followers, [--] engagements
"@growth1956 You really thought that $SPIR had just won a $151 billion contract as the sole awardee 🙄"
X Link 2025-12-18T17:13Z [----] followers, [---] engagements
"@growth1956 I bought $VVX today @ $53.26"
X Link 2025-12-18T21:23Z [----] followers, [--] engagements
"Sold my $55.47 & $53.92 $RKLB shares today @ $59.92 & @ $59.52 for gains of $4.45/share & $5.60/share respectively. It's a good thing I love being an active trader so much"
X Link 2025-12-18T21:44Z [----] followers, [---] engagements
"@growth1956 That's a good average. I think my average cost is only slightly higher than that"
X Link 2025-12-18T22:28Z [----] followers, [---] engagements
"@growth1956 I just bought $VVX @ $52.70. It looks like my average cost now is about $54.33 according to Schwab"
X Link 2025-12-19T14:48Z [----] followers, [---] engagements
"$ASTS and $RKLB are both on fire today. 🔥🔥🔥"
X Link 2025-12-19T15:16Z [----] followers, [---] engagements
"I did some trimming of $RKLB @ $66.83 $69.30 & $70.00"
X Link 2025-12-19T18:06Z [----] followers, [---] engagements
"I sold some $ONDS @ $9.04 for a $1.62/share gain"
X Link 2025-12-19T18:28Z [----] followers, [---] engagements
"@Don7Spy Hahaha a $7.5B increase in market cap on an $805M contract win isn't very outlandish at all. I've seen $PLTR rip $20B higher in market cap on just a measly $15M contract win"
X Link 2025-12-19T23:42Z [----] followers, [---] engagements
"Shhhhh. Please don't clue in other investors to what I've been trying to do as a big mover in this stock. It's been very lucrative for me trading all the swings in this stock. $ASTS Remember the big movers control the market. If they so wish they can keep a share price down to induce early retail investors you and me to sell so they can buy our shares cheaply Good investing decisions are based on a company's future earnings and not on the now. AST $ASTS Remember the big movers control the market. If they so wish they can keep a share price down to induce early retail investors you and me to"
X Link 2025-12-20T00:46Z [----] followers, [---] engagements
"$AMTM made it on to the second list of SHIELD contract awardees that was released on December [--] [----] in the second phase of staggered awards. There were an additional [----] awardees announced so now the total is [----] awardees. I saw $AMTM listed as Amentum Technology. Also $VVX made it on to the second list as Vertex Aerospace. Source: https://sam.gov/workspace/contract/opp/51cd64d3b5f54bc0a28fc8d30d2d0222/view @JayApted But $amtm is missing https://sam.gov/workspace/contract/opp/51cd64d3b5f54bc0a28fc8d30d2d0222/view @JayApted But $amtm is missing"
X Link 2025-12-21T21:11Z [----] followers, [---] engagements
"@growth1956 Well $AMTM and $VVX were not on the first list released on December [--] [----] so you were correct. I didn't get a chance to look at the second list of awardees until this weekend. I've never heard of a contract before with [----] awardees 🤯"
X Link 2025-12-21T21:22Z [----] followers, [---] engagements
"@growth1956 Seems like a good price. For Jan calls I assume"
X Link 2025-12-22T18:57Z [----] followers, [--] engagements
"@luk95662 @commonsenseplay Palantir didn't report a GAAP profit until [----] after [--] years of incurring losses. There was a lot of insider selling after the direct listing but before the company became profitable"
X Link 2025-12-22T20:18Z [----] followers, [--] engagements
"@luk95662 @commonsenseplay Ok I don't care about $IONQ or $QBTS at all and have never held a position in either one either long or short"
X Link 2025-12-22T20:48Z [----] followers, [---] engagements
"I trimmed about 1/5th of my $AIR position today @ $87.02. Gain of $9.00 per share"
X Link 2025-12-22T21:36Z [----] followers, [---] engagements
"I sold some of my $RKLB today @ $74.50 & @ $77.44 per share. It seems like with $RKLB hitting a new all-time high today a lot of people are bragging on their lowest-cost shares. I was just curious about my own trading history in the stock so I took a look and it looks like I was buying shares as low as @ $3.50 $3.56 $3.72 $3.77 $3.84 $3.90 & $3.92 back in [----] and [----]. Back then I considered it to be a speculative stock so I didn't have a very large position just a modestly-sized position. A couple more buys this morning: $RKLB @ $41.27 $VVX @ $52.50. A couple more buys this morning: $RKLB @"
X Link 2025-12-22T23:18Z [----] followers, [----] engagements
"I think this is a really good write-up on the current state of the space industry and on $RKLB and $ASTS in particular. I read it all in the original Korean but you may have to use X's Translate function (haha). $RKLB $ASTS . - . https://t.co/yjAvhnYtnT $RKLB $ASTS . - . https://t.co/yjAvhnYtnT"
X Link 2025-12-22T23:55Z [----] followers, [----] engagements
"I trimmed $CCCX a little bit shortly after this morning's market open @ $16.50 per share. A few other buys today: $CACI @ $559.55 $CCCX @ $13.56 $LDOS @ $181.19. A few other buys today: $CACI @ $559.55 $CCCX @ $13.56 $LDOS @ $181.19"
X Link 2025-12-23T15:11Z [----] followers, [---] engagements
"@growth1956 $BAH is worse"
X Link 2025-12-23T19:22Z [----] followers, [--] engagements
"Trimmed $CCCX one more time later in the day today @ $17.65. I'm not sure if this is the greatest time to be a buyer of $CCCX now that it's up a lot from just a week ago or if a better time will come once the de-SPAC takes place. I also hesitated to go in too heavy on $FEIM but as it turned out I should have gone in much more heavy than I did"
X Link 2025-12-23T21:28Z [----] followers, [---] engagements
"I bought enough shares of $DLTR today @ $119.91 to replace shares I sold @ $130.02 a couple of weeks ago. $DLTR hit a new 52-week high today of $130.53. Now I'm glad that I stuck with both $DG and $DLTR this year The Year of the Dollar Stores. I was buying $DLTR @ $66.09 only nine months ago. Today I sold some $DLTR @ $130.02. $DLTR hit a new 52-week high today of $130.53. Now I'm glad that I stuck with both $DG and $DLTR this year The Year of the Dollar Stores. I was buying $DLTR @ $66.09 only nine months ago. Today I sold some $DLTR @ $130.02"
X Link 2025-12-23T22:46Z [----] followers, [---] engagements
"@theresa_perrin My only trade today was to buy some $PZZA @ $39.10"
X Link 2025-12-24T20:13Z [----] followers, [---] engagements
"@growth1956 It only rose about 1.4% after hours. I think you're paying too much attention to minor moves. I think you noticed it b/c it broke above $30.00 a share again"
X Link 2025-12-24T20:37Z [----] followers, [--] engagements
"@growth1956 +44.2% YTD in [----] is hefty. Let's hope that $AMTM can keep up the positive momentum into 2026"
X Link 2025-12-24T21:01Z [----] followers, [---] engagements
"@growth1956 Nothing unreasonable about those price targets I think it's still somewhat of an undiscovered stock although the Citron publicity helped it in 2025"
X Link 2025-12-24T21:13Z [----] followers, [---] engagements
"I just bought some $ONDS @ $8.59 to replace shares I sold earlier in the week @ $9.57"
X Link 2025-12-26T15:17Z [----] followers, [---] engagements
"Bought $ASTS one more time @ $71.71 replacing shares sold @ $82.79 on Monday"
X Link 2025-12-26T20:53Z [----] followers, [---] engagements
"@Liathetrader I took all of my gains on metals already too early as it turned out. 😆"
X Link 2025-12-27T00:17Z [----] followers, [---] engagements
"@StockMKTNewz $DG Slap it high 🙌"
X Link 2025-12-29T23:06Z [----] followers, [---] engagements
"Wassup $DG is up about +97% since your post on 2/1/2025. @rossiadam @JayApted I would like nothing more than to see all Dollar General stores sink into the ocean. They are a blight on the landscape. There is no price or product advantage over Walmart. They only thing they've got is a slight location advantage. But empty broken glass filled parking lots @rossiadam @JayApted I would like nothing more than to see all Dollar General stores sink into the ocean. They are a blight on the landscape. There is no price or product advantage over Walmart. They only thing they've got is a slight location"
X Link 2025-12-29T23:51Z [----] followers, [---] engagements
"Not very good advice on $DG unfortunately. @rossiadam @JayApted Dont do it. Classic value trap. If you cant iterate a catalyst now dont buy. @rossiadam @JayApted Dont do it. Classic value trap. If you cant iterate a catalyst now dont buy"
X Link 2025-12-29T23:55Z [----] followers, [---] engagements
"Nice write-up on the $CCCX investment thesis. (I have current positions in $RKLB $ASTS & $CCCX.) Tomorrow I will reopen a small position in the quantum company Infleqtion ( $CCCX ). This will the #3 Space stock in my portfolio after $RKLB and $ASTS. Space But this is a quantum company RocketMan Actually it's both. $CCCXs space division is one of the most Tomorrow I will reopen a small position in the quantum company Infleqtion ( $CCCX ). This will the #3 Space stock in my portfolio after $RKLB and $ASTS. Space But this is a quantum company RocketMan Actually it's both. $CCCXs space division"
X Link 2026-01-02T14:22Z [----] followers, [---] engagements
"I lightened up on $ONDS today @ $10.82 & @ $10.98. Really nice move in the stock over the last week"
X Link 2026-01-02T21:11Z [----] followers, [---] engagements
"I trimmed $KRKNF today @ $4.86. Only 1/8th of the position"
X Link 2026-01-02T21:19Z [----] followers, [---] engagements
"@jonathanmaze $PZZA is my only restaurant stock and its 1-year performance for [----] was essentially flat at -2% but it does go nuts with every takeover rumor and there have been a few over the last several years"
X Link 2026-01-02T22:11Z [----] followers, [---] engagements
"@MitchMartan98 @mangel_44 @FinDataJay I bought some $PATH @ $15.58 as a speculative buy for 2026"
X Link 2026-01-02T22:47Z [----] followers, [---] engagements
"I sold my $71.71 $ASTS shares @ $90.21 this morning for a gain of $18.50/share. 1/3rd of the position"
X Link 2026-01-05T16:19Z [----] followers, [---] engagements
"Nice to see $VVX hit $60.00 again. Thanks for filling me in on what you're doing with both $VVX & $AMTM. I had another sell order set for $VVX right at $60.00 that got a fill but in total I sold less than 1/6th of the position today"
X Link 2026-01-05T21:59Z [----] followers, [---] engagements
"@10009nyny @SayNoToTrading They have more than $10M in revenues. I noticed however how much the company's market cap increased on the announcement of $10M in new contract awards. The reaction was excessive imo almost Palantir-like. $10M in new contract awards is not very much"
X Link 2026-01-05T23:57Z [----] followers, [--] engagements
""holding the national crown for skyscraper density while claiming third place worldwide trailing only Hong Kong and New York" Hmm so why doesn't New York hold the national crown 🤔"
X Link 2026-01-06T01:28Z [----] followers, [---] engagements
"I trimmed $AIR @ $91.90 in after-hours trading after the company's Q2 results beat expectations on both top and bottom lines. Congrats $AIR on the new 52-week high AAR CORP. $AIR Q2-26. Results: 📊 Adj. EPS: $1.18 🟢 💰 Revenue: $795M 🟢 📈 Net Income: $35M 🔎 AAR delivered another outstanding quarter achieving solid results throughout all segments of our business and advancing our strategic objectives through our recent acquisitions. https://t.co/x9a52jNNfN AAR CORP. $AIR Q2-26. Results: 📊 Adj. EPS: $1.18 🟢 💰 Revenue: $795M 🟢 📈 Net Income: $35M 🔎 AAR delivered another outstanding"
X Link 2026-01-06T22:26Z [----] followers, [---] engagements
"I sold some $RKLB shares this morning @ $80.00 $81.70 & $85.00. That's about a 23x-bagger if you compare to my lowest-cost shares ever at $3.72/share. I know that the Neutron launch catalyst could give it an additional boost but I'm finding $RKLB to be pretty expensive now with a market cap of $46B. I've been trimming pretty steadily and I don't have that large of a position remaining. I picked up some $RKLB in the pre-market @ $3.92 & @ $3.72. $RKLB is tanking after a launch failure. I only have a small position in the stock. I picked up some $RKLB in the pre-market @ $3.92 & @ $3.72. $RKLB"
X Link 2026-01-06T22:50Z [----] followers, [---] engagements
"@MusicJim2 Yes The Who Rolling Stones Springsteen Fleetwood Mac"
X Link 2026-01-06T23:36Z [----] followers, [---] engagements
"I lightened up on $BAH a little bit today (only 1/20th of the position) selling some shares @ $90.50"
X Link 2026-01-07T19:10Z [----] followers, [---] engagements
"@Aiguyohzee I didn't make clear that I still hold the stock. What I sold yesterday was only 1/7th of the total position. $KRKNF"
X Link 2026-01-07T21:13Z [----] followers, [---] engagements
"@theresa_perrin I bought $PZZA again today @ $37.66. The routinely reoccurring takeover speculation is the main reason that I like to hold a small position in $PZZA. DYODD"
X Link 2026-01-07T22:37Z [----] followers, [---] engagements
"@StockMKTNewz New all-time high for $AIR today at $96.91"
X Link 2026-01-08T00:05Z [----] followers, [---] engagements
"I lightened up more on $BAH this morning @ $95.70 & @ $95.89"
X Link 2026-01-08T21:31Z [----] followers, [---] engagements
"I sold more $SAIC today @ $112.50"
X Link 2026-01-09T00:25Z [----] followers, [---] engagements
"That turned out to be a really good trade in $AMTM. I'm glad that the Oct $22.50 put contracts got assigned. I sold them for $0.775 per contract on average so I was assigned [----] shares at a net cost of $21.725 per share. Today I was selling $AMTM shares @ $32.31 & @ $32.44 so that's a return of close to 50% on those shares in less than three months. https://twitter.com/i/web/status/2009426642108920211 https://twitter.com/i/web/status/2009426642108920211"
X Link 2026-01-09T00:46Z [----] followers, [---] engagements
"@Speculator_io Good list thanks. Look at $ONDS with a P/S ratio almost twice that of Palantir. It would be nice to see $AMTM and $VVX included as well"
X Link 2026-01-09T01:05Z [----] followers, [----] engagements
"@growth1956 Just sold 1/6th of my $KRKNF position @ $6.00/share. 🔥 Also trimming $AMTM and $VVX a little bit this morning"
X Link 2026-01-09T14:46Z [----] followers, [---] engagements
"I sold some of my $VVX today @ $64.87. I like the stock but I'm using my experience and knowledge of how there's a large shareholder that still has about a 20% stake in the company who likes to sell large blocks of shares whenever the stock has been on a run. @growth1956 I sold more $VVX @ $62.00 & @ $62.79 today. It's a top holding so I feel like I can swing-trade it some around the core position. We need to keep in mind that AIP still has almost a 20% stake in $VVX. With the share price getting to be relatively high recently I would not be @growth1956 I sold more $VVX @ $62.00 & @ $62.79"
X Link 2026-01-12T22:10Z [----] followers, [----] engagements
"I trimmed $AMTM again today @ $34.00 & @ $34.43. Still selling shares that cost me $21.725 only about three months ago"
X Link 2026-01-12T23:00Z [----] followers, [---] engagements
"@Kross_Roads 80% growth if they can achieve it will give them what $3 a share in total annual revenues What a joke to give them a price target of $235 for $3 a share in revenues"
X Link 2026-01-13T02:19Z [----] followers, [---] engagements
"@oHbGjGwwqOTi9VP People always seem to get upset whenever I do any profit-taking or trimming of a position"
X Link 2026-01-13T12:43Z [----] followers, [--] engagements
"@oHbGjGwwqOTi9VP AIP the former owners of Vertex Aerospace prior to the merger with Vectrus to form V2X still hold 19.9% of $VVX common stock. https://x.com/JayApted/status/1990079699381264483s=20 I didn't even see this on Wednesday but V2X Inc. $VVX announced another offering of its common shares by Vertex Aerospace Holdco LLC. Following the sale of [----] million shares Vertex Aerospace Holdco will continue to own [-------] shares or 19.9% of $VVX outstanding common https://x.com/JayApted/status/1990079699381264483s=20 I didn't even see this on Wednesday but V2X Inc. $VVX announced another"
X Link 2026-01-13T13:00Z [----] followers, [---] engagements
"@oHbGjGwwqOTi9VP $SAIC"
X Link 2026-01-13T13:48Z [----] followers, [--] engagements
"I bought $PATH today @ $15.87"
X Link 2026-01-13T20:37Z [----] followers, [---] engagements
"@StockMKTNewz Plus $AIR $VVX"
X Link 2026-01-13T22:26Z [----] followers, [---] engagements
"@MyMommaBasement @StockMKTNewz The ticker symbol $AIR on the NYSE belongs to AAR Corporation. The symbol should be used for Airbus trading on the Paris exchange. http://AIR.PA http://AIR.PA"
X Link 2026-01-14T00:47Z [----] followers, [--] engagements
"Top [--] Greenland-linked stocks to watch amid Trump threats $VVX https://finbold.com/top-3-greenland-linked-stocks-to-watch-amid-trump-threats https://finbold.com/top-3-greenland-linked-stocks-to-watch-amid-trump-threats"
X Link 2026-01-14T01:21Z [----] followers, [---] engagements
"I sold 1/2 of my remaining $RKLB @ $90.00 per share"
X Link 2026-01-14T16:46Z [----] followers, [---] engagements
"@StockMKTNewz Plus $AIR $AMTM & $VVX"
X Link 2026-01-14T22:21Z [----] followers, [---] engagements
"$AMTM -Truist raises Amentum target to $42 from $34 Buy $AMAT -Stifel raises Applied Materials target to $340 from $250 Buy - $AMT -Scotiabank lowers American Tower target to $220 from $248 Outperform - $AMTM -Truist raises Amentum target to $42 from $34 Buy - $AMAT -Stifel raises Applied Materials target to $340 from $250 Buy - $AMT -Scotiabank lowers American Tower target to $220 from $248 Outperform - $AMTM -Truist raises Amentum target to $42 from $34 Buy -"
X Link 2026-01-14T23:05Z [----] followers, [---] engagements
"Wikipedia: Southwest Airlines Flight [----] was a scheduled passenger flight from Baltimore Maryland to Chicago Illinois continuing on to Salt Lake City Utah and then to Las Vegas Nevada. On December [--] [----] the airplane slid off a runway at Midway Airport in Chicago while landing in a snowstorm and crashed into automobile traffic killing a six-year-old boy. https://twitter.com/i/web/status/2011630899041874256 https://twitter.com/i/web/status/2011630899041874256"
X Link 2026-01-15T02:45Z [----] followers, [---] engagements
"Trimmed $BAH one more time @ $98.15"
X Link 2026-01-15T20:04Z [----] followers, [---] engagements
"Lol Palantir doesn't like competition. https://finance.yahoo.com/news/palantir-seeks-12-month-ban-164633025.html https://finance.yahoo.com/news/palantir-seeks-12-month-ban-164633025.html"
X Link 2026-01-15T21:18Z [----] followers, [---] engagements
"@growth1956 $AMTM is +56.7% since 11/14/2025. 👊"
X Link 2026-01-15T22:57Z [----] followers, [--] engagements
"@ASTS_SpaceMob Some of the companies I'm seeing in the Tranche [--] awardees list I'm surprised were not named earlier like $ASTS $SAIC $KTOS $MAXR & $FLY"
X Link 2026-01-16T02:03Z [----] followers, [---] engagements
"@pennycheck $SAIC too. 🙌 Funny to see all the celebrating about being one of 2440"
X Link 2026-01-16T02:51Z [----] followers, [---] engagements
"There are options available on the stock. But the company is not issuing any options to this shareholder. The large shareholder is American Industrial Partners (AIP) a private equity firm who were the former owners of Vertex Aerospace prior to the merger with Vectrus to create V2X Inc. $VVX in [----]. I think the merger was very beneficial to AIP (Vectrus shareholders like me didn't do as well initially) so they've been wanting to realize their gains on the deal and have periodically been selling large blocks of $VVX stock. https://twitter.com/i/web/status/2012303976276889772"
X Link 2026-01-16T23:20Z [----] followers, [--] engagements
"I sold more $VVX today @ $68.15 and (after hours) @ $69.76. It's still a large holding though possibly still my second largest. New 52-week high for $VVX today"
X Link 2026-01-16T23:36Z [----] followers, [---] engagements
"@Yeah_Dave I hope that it remains independent but I think that it will get taken out someday by one of the major defense contractors for a huge acquisition premium. There has been so much consolidation in the defense industry"
X Link 2026-01-17T00:58Z [----] followers, [---] engagements
"@danielnewmanUV Lol. $1.66/share in annual revenues. The stock is down more than -20%. Has much farther to fall to come anywhere close to fair value. Karp keeps dumping shares"
X Link 2026-01-17T02:55Z [----] followers, [---] engagements
"@felixcscscs @Yeah_Dave Are you sure about that My sources indicate that they still hold 19.9% of $VVX"
X Link 2026-01-17T23:03Z [----] followers, [---] engagements
"@Mr_Derivatives #1 LOL. There are probably no $ASTS shares available anymore for short sellers to borrow. 😁"
X Link 2026-01-17T23:26Z [----] followers, [---] engagements
"@Jason28108 @rossiadam [--]. $SAIC [--]. $BAH [--]. $VVX [--]. $JBSS [--]. $NGVC"
X Link 2026-01-18T13:54Z [----] followers, [---] engagements
"@growth1956 @felixcscscs @Yeah_Dave Thanks.👍 That's a big improvement from their having control of 62% of $VVX stock immediately after the merger"
X Link 2026-01-18T21:22Z [----] followers, [---] engagements
"I give $ASTS credit for wording their press release to announce the SHIELD contract award in a very accurate non-misleading way compared to some of the other awardees. They don't state that they were just awarded a $151B contract and they emphasize that this award just makes them eligible to compete directly for future task orders. "The selection positions AST SpaceMobile to compete for a wide range of future task orders across research development engineering prototyping and operations of critical Missile Defense Agency systems that support U.S. national security objectives.""
X Link 2026-01-18T22:03Z [----] followers, [---] engagements
"@StockMKTNewz Thanks defense names were strong today: $LMT $RTX $HII $KTOS $NOC"
X Link 2026-01-20T23:22Z [----] followers, [---] engagements
"@hamptonism What a joke. Why do you think that garbage should be in history books"
X Link 2026-01-21T01:35Z [----] followers, 13.5K engagements
"@SwisstradeAsia @hamptonism What capabilities are you talking about Do you think that Karp has a technical background"
X Link 2026-01-21T03:34Z [----] followers, [----] engagements
"@WaterBilge Thanks. I definitely could have done better. The volatility is this stock is insane. That's why the options are always priced so expensively and I like trading them $ASTS"
X Link 2026-01-22T20:48Z [----] followers, [---] engagements
"Expired for only [--] years. No biggie. 😂 When Ill do it later turns into [--] years 🫠 https://t.co/AD0fNJXjoy When Ill do it later turns into [--] years 🫠 https://t.co/AD0fNJXjoy"
X Link 2026-01-25T02:24Z [----] followers, [---] engagements
"As grocery prices soar this German grocery chain is conquering America: "Aldi is widely recognized as the fastest growing chain across the grocery sector." https://x.com/washingtonpost/status/2015560566782255421s=20 As grocery bills eat up a greater share of Americans wallets Aldi isnt letting off the gas in its U.S. expansion. The German-based chain plans to have [----] U.S. stores through [----]. https://t.co/qpK5lLNgGl https://x.com/washingtonpost/status/2015560566782255421s=20 As grocery bills eat up a greater share of Americans wallets Aldi isnt letting off the gas in its U.S. expansion. The"
X Link 2026-01-26T00:32Z [----] followers, [---] engagements
"I trimmed $DG a little bit more this morning @ $150.82. Now targeting $160+ for any additional selling"
X Link 2026-01-26T15:03Z [----] followers, [---] engagements
"$WING is another interesting chicken restaurant brand. I think it could take flight. :) GS added $WING to its conviction-buy list last week"
X Link 2017-05-27T12:51Z [----] followers, [--] engagements
"1/ $WING had an interesting IPO [--] years ago. The initial expected price range was $12-$14 but was increased to $16-$18 on high interest"
X Link 2017-05-27T13:08Z [----] followers, [--] engagements
"2/ $WING's IPO was eventually priced at $19. In its first day of trading $WING jumped 61% above its IPO price to close at $30.59"
X Link 2017-05-27T13:12Z [----] followers, [--] engagements
"Could it be that the seven-year ban on American companies selling components to Chinese telecom equipment maker ZTE might allow Fabrinet $FN to gain additional market share I don't know what the answer to that question is"
X Link 2018-04-16T15:10Z [----] followers, [--] engagements
"These Energy Stocks Will Benefit The Most From $70/Barrel Oil via @forbes http://www.forbes.com/sites/jimcollins/2018/05/07/these-energy-stocks-will-benefit-the-most-from-70barrel-oil/#695de41210f9 http://www.forbes.com/sites/jimcollins/2018/05/07/these-energy-stocks-will-benefit-the-most-from-70barrel-oil/#695de41210f9"
X Link 2018-05-08T13:09Z [----] followers, [--] engagements
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