# ![@MarketMused Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1987770344372113408.png) @MarketMused Market Mused

Market Mused posts on X about $oss, $ampx, $te, ai the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1987770344372113408/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1987770344372113408/c:line/m:interactions.svg)

- [--] Week [------] +144%

### Mentions: [--] [#](/creator/twitter::1987770344372113408/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1987770344372113408/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1987770344372113408/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1987770344372113408/c:line/m:followers.svg)

- [--] Week [---] +11%

### CreatorRank: [-------] [#](/creator/twitter::1987770344372113408/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1987770344372113408/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33.33% [stocks](/list/stocks)  19.05% [technology brands](/list/technology-brands)  11.11% [cryptocurrencies](/list/cryptocurrencies)  6.35%

**Social topic influence**
[$oss](/topic/$oss) #9, [$ampx](/topic/$ampx) #3, [$te](/topic/$te) #28, [ai](/topic/ai) 12.7%, [if you](/topic/if-you) 9.52%, [$meta](/topic/$meta) 9.52%, [meta](/topic/meta) 9.52%, [balance sheet](/topic/balance-sheet) 7.94%, [$copx](/topic/$copx) 7.94%, [strong](/topic/strong) 6.35%

**Top accounts mentioned or mentioned by**
[@sjcapitalinvest](/creator/undefined) [@megatrendglobal](/creator/undefined) [@denebulord](/creator/undefined) [@chartradamus](/creator/undefined) [@asyminvestor](/creator/undefined) [@fundwtd](/creator/undefined) [@preprofit](/creator/undefined) [@pickleingsummer](/creator/undefined) [@asym_investor](/creator/undefined) [@marketsleuth](/creator/undefined) [@bidask123](/creator/undefined) [@wliang](/creator/undefined) [@accountingds](/creator/undefined) [@tradewithmojo](/creator/undefined) [@mi20483980476](/creator/undefined) [@ysksioss](/creator/undefined) [@shortseller](/creator/undefined) [@leohsu4a](/creator/undefined) [@10009nyny](/creator/undefined) [@kkernttb](/creator/undefined)

**Top assets mentioned**
[Metadium (META)](/topic/$meta) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [ZetaChain (ZETA)](/topic/$zeta) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [AeroVironment, Inc. (AVAV)](/topic/$avav) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [CatCoin (CAT)](/topic/$cat) [Bull Market (BULL)](/topic/$bull) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [SPDR GOLD ETF (GLD)](/topic/$gld) [Joby Aviation, Inc. (JOBY)](/topic/$joby)
### Top Social Posts
Top posts by engagements in the last [--] hours

"👀👀 Great find @MegatrendGlobal 🎯 Whether it's $CAT or another company this perfectly validates the $OSS thesis. Their rugged edge computing was never meant just for defense and seeing these commercial orders start rolling in proves it. The TAM outside of the military is massive. Just this January Caterpillar $CAT announced the "Next Era of Autonomy in Construction." Today $OSS announced a contract with "a leading manufacturer of autonomous construction and mining equipment." Coincidence 🤔 https://t.co/XXjmA9Dhhn Just this January Caterpillar $CAT announced the "Next Era of Autonomy in"  
[X Link](https://x.com/MarketMused/status/2021617608219631885)  2026-02-11T16:09Z [---] followers, [----] engagements


"Wow finally had a chance to check TradingView. Have been getting down 'X%' notifications all morning. Im not startled. I didn't trust last week's recovery plus Ive been paying attention to the warnings from accounts like @Chartradamus and @market_sleuth (big shoutout to them) If you hold solid companies with a long enough time horizon you are more likely than not to double triple or quadruple that position. In accumulation mode for the next couple of days 🛒"  
[X Link](https://x.com/MarketMused/status/2021984425341583774)  2026-02-12T16:27Z [---] followers, [---] engagements


"Officially started a position in $ASTS 🤝 It's been on my watchlist for a while and today seemed like the perfect day to pull the trigger. The BlueBird [--] launch is right around the corner. 🚀"  
[X Link](https://x.com/MarketMused/status/2022049302877745632)  2026-02-12T20:44Z [---] followers, [----] engagements


"$AMPX You are not bullish enough. - Growth: +173% YoY Revenue - Traction: [--] New Customers in Q3 alone - Backlog: Exploded 83% to $53.3M - Margins: Expanded to 15% (vs 9% prior Q) - Partners: Deepening ties with $AVAV Amazon and Airbus Zephyr - DIU: contract bumped to $12M total - Balance Sheet: Strong cash. No debt. https://twitter.com/i/web/status/2017443040722665521 https://twitter.com/i/web/status/2017443040722665521"  
[X Link](https://x.com/MarketMused/status/2017443040722665521)  2026-01-31T03:41Z [---] followers, [---] engagements


"Everyone thinks $OSS is just a defense play. They are wrong. Meet Ponto. It's the worlds first PCIe Gen [--] GPU expansion system. Think of it like a supercharger for datacenters. It lets companies stack [--] AI chips together and makes them talk to each other instantly. Clearly targeting the latency bottleneck in the AI Data Center build-out. As CEO Mike Knowles puts it: "We believe Ponto is a leap forward in datacenter efficiency empowering customers to execute AI workloads at unprecedented scale." Per the last earnings report commercial companies were already testing it so I expect updates in"  
[X Link](https://x.com/MarketMused/status/2018351845857792343)  2026-02-02T15:52Z [---] followers, 20.3K engagements


"Completely sold out of $BULL. 🏳 Thought $8 was the bottom but I was wrong. Fundamentals are strong but the stock is broken. The SPAC structure (dilution/unlocks) creates a constant sell-off that overrides everything else. The broader crypto drawdown isn't helping either. I might revisit at a later time. It's hard to rip the band-aid off but you need to know when to cut the losers and feed the winners. Rotating capital into $OSS $AMPX $COPX. Watching $TE for a pullback. https://twitter.com/i/web/status/2018437737452556691 https://twitter.com/i/web/status/2018437737452556691"  
[X Link](https://x.com/MarketMused/status/2018437737452556691)  2026-02-02T21:33Z [---] followers, [---] engagements


"You can currently buy $AMPX lower than it was before we knew two massive facts: [--]. They secured a US manufacturing partner. [--]. L3Harris $LHX is officially confirmed as a customer. More certainty + Lower price = Clear BUY"  
[X Link](https://x.com/MarketMused/status/2019125190937243865)  2026-02-04T19:05Z [---] followers, [----] engagements


"$TE What do they do T1 Energy is a US based manufacturer of PV solar modules focused on building domestic solar and battery supply chains. What makes them unique T1 is the largest American manufacturer of silicon based solar modules and the second largest American owned solar module producer in the US What are they trying to achieve Build the first E2E domestic polysilicon solar supply chain in the US Current & Future Capacity G1 (Dallas): [--] GW of annual module capacity. G2 (Austin): Constructing the first [---] GW phase of a solar cell fab (targeting [--] GW total). Why invest in TE - AI-driven"  
[X Link](https://x.com/MarketMused/status/2019858193447555550)  2026-02-06T19:38Z [---] followers, [----] engagements


"This is an amazing website where you can find all earnings calls in one place: I honestly can't remember how I found it but I use it I use it constantly now. Highly recommend bookmarking it if you track multiple tickers. http://earningscall.biz http://earningscall.biz"  
[X Link](https://x.com/MarketMused/status/2019874439341699583)  2026-02-06T20:42Z [---] followers, [----] engagements


"@DeNebulord I'm not as concentrated as I'd like to be but getting there. Been cutting companies like $META $IRDM and $PYPL (last one at a loss). Once I'm fully consolidated I'll definitely make the pie charts like you do. I love them"  
[X Link](https://x.com/MarketMused/status/2019889725050675275)  2026-02-06T21:43Z [---] followers, [---] engagements


"$OSS is sitting at 45% Institutional and 30% Insider ownership. That leaves only 25% for retail. The float is tight. People think holding big companies protects them but look at $META last earnings or $PYPL this week. Large cap doesn't mean low volatility especially in this market. https://twitter.com/i/web/status/2019927349438095393 https://twitter.com/i/web/status/2019927349438095393"  
[X Link](https://x.com/MarketMused/status/2019927349438095393)  2026-02-07T00:13Z [---] followers, [---] engagements


"Yes on one side there's tariffs - 50% tariff on Chinese cells (Section 301) + new Reciprocal Tariffs up to 49% (April '25) There's also Incentives for $TE - Section 45X tax credits pay them to manufacture here effectively subsidizing their cost basis. And finally there's way more demand than supply due to the AI infra build out that needs massive pwer (you can see this on the QoQ growth) Also I can see more government intervention + subsidies in the near future"  
[X Link](https://x.com/MarketMused/status/2019985158980657263)  2026-02-07T04:02Z [---] followers, [---] engagements


"I'm 100% $OSS investors aren't losing sleep over dilution. But if you're new to the company here is the short & sweet: @bidask123 Dilution isn't inherently bad especially if the proceeds fund a massive contract or high-margin acquisition. $OSS just sold the Bressner unit for $22.4M cash in Dec. The balance sheet is healthy. Any raise from here would be for aggressive expansion which I would support 100%. @bidask123 Dilution isn't inherently bad especially if the proceeds fund a massive contract or high-margin acquisition. $OSS just sold the Bressner unit for $22.4M cash in Dec. The balance"  
[X Link](https://x.com/MarketMused/status/2020569944254038336)  2026-02-08T18:46Z [---] followers, [----] engagements


"@SJCapitalInvest Need to increase my $TE position asap"  
[X Link](https://x.com/MarketMused/status/2020570193403990159)  2026-02-08T18:47Z [---] followers, [---] engagements


"🚨 BREAKING NEWS: $OSS Launches New Product: Sensor Bridge in partnership with Tauro Technologies Just hours ago $OSS dropped the big news they are taking to AFCEA West. The Problem It Solves Modern naval and ground autonomous platforms have dozens of high-speed sensors (LiDAR Radar High-Res Video). Routing that massive data stream into the AI computer usually creates latency and requires complex integration. The Solution The OSS Sensor Bridge aggregates all these diverse sensor inputs into a single high-bandwidth stream and routes it directly into the NVIDIA GPU memory (using GPUDirect"  
[X Link](https://x.com/MarketMused/status/2020941613929988421)  2026-02-09T19:23Z [---] followers, [----] engagements


"@wliang List is not complete without $OSS leading edge AI company offering high performance computing hardware $AMPX best batteries by a mile for UAS and LEVs and $TE securing US based solar supply chain"  
[X Link](https://x.com/MarketMused/status/2020975954835972386)  2026-02-09T21:39Z [---] followers, [---] engagements


"@Chartradamus I accumulated a bit last week in the $7.30s but I've been waiting patiently for that Wave [--] hoping we get a $6.15 gift. If you zoom out you can also see a big cup and handle formation"  
[X Link](https://x.com/MarketMused/status/2020977951303663837)  2026-02-09T21:47Z [---] followers, [---] engagements


"Trying to master the art of not checking the account when I don't have a move to make (easier said than done 😂) Didn't open it yesterday and probably won't today. Just watching TradingView to see if we hold last Thursday's lows. Definitely want to add to $TE (still waiting for sub $7's) and $AMPX first since $OSS is already my biggest holding but I'll likely just keep an eye on PA and wait until Thursday or Friday to buy. https://twitter.com/i/web/status/2021261532361789929 https://twitter.com/i/web/status/2021261532361789929"  
[X Link](https://x.com/MarketMused/status/2021261532361789929)  2026-02-10T16:34Z [---] followers, [---] engagements


"@asym_investor I'm definitely more Bull than Bear but I'm not 100% convinced we've seen the lows just yet at least on some of the names I'm watching. Sitting on the sidelines for a couple of days to let the PA unfold before digging into my cash reserves again. We shall see 🤷♀"  
[X Link](https://x.com/MarketMused/status/2021295371767644283)  2026-02-10T18:49Z [---] followers, [--] engagements


"Happy to The short version is that $AMPX has this special silicon anode tech that gives their batteries 2x the life of traditional ones. Right now management is executing perfectly: - Revenue growth is massive QoQ - The UAS/LEV markets are growing exponentially and will basically demand this kind of batteries - They've got DIU funding to expand their US pilot plant and just secured a domestic manufacturer to stay compliant for US defense contracts. - $AVAV and $LHX are confirmed customers. - They're on track for profitability this year Generational tech a huge moat and lots of short term"  
[X Link](https://x.com/MarketMused/status/2021651665167036853)  2026-02-11T18:24Z [---] followers, [---] engagements


"@MegatrendGlobal the pic is really cool They're definitely teasing us. we need the 360* situational awareness contract asap 😂"  
[X Link](https://x.com/MarketMused/status/2021846500108906626)  2026-02-12T07:19Z [---] followers, [---] engagements


"$OSS Latest Contracts for $OSS (July 2025-Present) There's validation 🔜 MASS ADOPTION ✈ Commercial Aero: top-tier aerospace prime for [---] rugged ethernet switches for in fligh entertainment. Jan [--] [----]. ($1.1M initial order $6.5M potential over [--] years) 🪖 US Army Fleet: AI Vision systems into Stryker Bradley & Abrams tanks. Jan [--] [----] ($1.2M initial order) 🛬 Safran Federal Systems: Follow-on order for naval/aircraft servers. Dec [----] ($1.2M aggregate $1.9M including prev. order $7M potential) Commercial aerospace industry: Cabin systems for a major integrator. October [----] (1.5M initial"  
[X Link](https://x.com/MarketMused/status/2020160471576543426)  2026-02-07T15:39Z [---] followers, [----] engagements


"This would be massive for $OSS. What @FundWtd states is highly plausible especially considering how conservative OSS management typically is. I'm expecting to see significant updates during the earnings call in March. I have so much $OSS but I'll be buying more next week. my highest conviction play. $OSS Did I just find a massive Easter egg here Because the more I connect the dots the less this looks like a routine slide update and more like quiet confirmation hiding in plain sight. You dont pivot language from U.S. Army [---] Situational Awareness to U.S. Army Sensor https://t.co/95AW59P3QI"  
[X Link](https://x.com/MarketMused/status/2022442455619297771)  2026-02-13T22:47Z [---] followers, [----] engagements


"Yes "The program represents another step in OSSs strategy to expand its presence in commercial AI autonomy and industrial edge markets complementing its established defense aerospace and data center business and supporting the Companys long-term objective of driving multi-year program-based revenue opportunities." Frkn love this company https://twitter.com/i/web/status/2021620274471276669 https://twitter.com/i/web/status/2021620274471276669"  
[X Link](https://x.com/MarketMused/status/2021620274471276669)  2026-02-11T16:20Z [---] followers, [--] engagements


"@asym_investor Probably for the best Unless you were looking to buy the dip you didn't miss anything. Safe travels"  
[X Link](https://x.com/MarketMused/status/2022089303346807015)  2026-02-12T23:23Z [---] followers, [--] engagements


"@PreProfit Yeah that was my conclusion too. I'm still relatively new to hedging to let's see how it plays out"  
[X Link](https://x.com/MarketMused/status/2022477019368559081)  2026-02-14T01:04Z [---] followers, [--] engagements


"THIS IS ONLY THE BEGINNING. $OSS"  
[X Link](https://x.com/MarketMused/status/2021620692689846658)  2026-02-11T16:21Z [---] followers, [----] engagements


"In case you lost conviction a little reminder $AMPX - Revenue growth is massive QoQ - The exploding UAS/LEV market essentially requires this level of battery density - They've got DIU funding to expand their US pilot plant and just secured a domestic manufacturer to stay compliant for US defense contracts. - Confirmed Customers: $AVAV $LHX and Airbus subsidiary AALTO (powering their Zephyr pseudo-satellite) - They're on track for profitability this year - Strong cash position no debt 🔋Generational tech a huge moat and lots of short term catalysts🔋"  
[X Link](https://x.com/MarketMused/status/2021655254404936189)  2026-02-11T18:39Z [---] followers, [----] engagements


"$OSS is taking NVIDIA's best industrial AI chip (IGX) and wrapping it in a modular open-standard body (OCP). Then they use Sensor Fusion to stream data instantly (Tauro Sensor Bridge) and $OSS liquid cooling to keep it running at full speed without overheating. That combination is the moat. Long $OSS Modern defense runs on real-time data. OSS combines OCP open compute scalability with deterministic IGX edge AI to deliver mission-ready sensor fusion at the tactical edge. Visit us at Booth [----] (Sails Pavilion San Diego Convention Center) to see how OSS + Tauro Technology"  
[X Link](https://x.com/MarketMused/status/2021842979317850218)  2026-02-12T07:05Z [---] followers, [----] engagements


"How it feels not being one of the retail investors that capitulated today. 🤣😂 Just out here trying to contain the entire drawdown with nothing but my few thousand dollar buy orders"  
[X Link](https://x.com/MarketMused/status/2022058529029566959)  2026-02-12T21:21Z [---] followers, [---] engagements


"$OSS: Heavy duty liquid cooled servers that are ruggedized for the battlefield. $AMPX: High density lithium ion batteries that use 100% silicon on the anode instead of graphite. (doubles the battery efficiency) $TE: Building the first fully integrated E2E domestic solar supply chain in the US. https://twitter.com/i/web/status/2022104133759807974 https://twitter.com/i/web/status/2022104133759807974"  
[X Link](https://x.com/MarketMused/status/2022104133759807974)  2026-02-13T00:22Z [---] followers, [----] engagements


"Thats a fair point on the dilution risk . its definitely the main 'concern' for $ASTS. I put it in quotes because thats just the nature of building a global space-based cellular network . it's a literal breakthrough technology. My view is that the Capex is heavily front loaded. The company is on track to launch [----] satellites by the end of [----] and once those are operational and generating steady revenue from the AT&T and Verizon partnerships the reliance on equity offerings should drop significantly. Plus the TAM is so massive that the valuation could still see a 10x move if they execute"  
[X Link](https://x.com/MarketMused/status/2022433986937799108)  2026-02-13T22:13Z [---] followers, [---] engagements


"@FundWtd Wow great attention to detail. I can't unsee it now. Especially with the January $1.2M pre-production order acting as the bridge to that larger award path. Thanks so much for sharing"  
[X Link](https://x.com/MarketMused/status/2022441783784030533)  2026-02-13T22:44Z [---] followers, [---] engagements


"No one knows for sure what's going to happen. There are clues theories and speculation but no one has a crystal ball. At the end of the day an investor's main goal is to protect their capital. Since my portfolio is high beta I wasn't comfortable with zero downside protection. Ive been diving into hedging lately and today I decided to take action. Bought +10 June [--] $240 strike $IWM puts. To be extremely clear: I'm still very bullish and have high conviction in all of my positions. I havent sold a thing and actually accumulated during the dip this week. This is strictly insurance. $5.6k is a"  
[X Link](https://x.com/MarketMused/status/2022443806172590118)  2026-02-13T22:52Z [---] followers, [---] engagements


"@pickleingsummer Love to hear it. It's a high-conviction play for me I think it'll have a good 2026"  
[X Link](https://x.com/MarketMused/status/2022853376216612910)  2026-02-15T02:00Z [---] followers, [--] engagements


"@accounting_ds Losing a friend is so hard especially when you're young but it really does put into perspective how short life is. Sending the best wishes to your dad Hang in there and don't forget to carve out some time to give a little love to yourself too"  
[X Link](https://x.com/MarketMused/status/2022855124905808345)  2026-02-15T02:06Z [---] followers, [--] engagements


"All I Want For Valentines 💘📈 (cause I'm already so blessed and so grateful for my health a loving boyfriend and a caring family. so this will just be the cherry on top 🍒) $OSS $AMPX $TE"  
[X Link](https://x.com/MarketMused/status/2022859101269532804)  2026-02-15T02:22Z [---] followers, [---] engagements


"Feeling quite uneasy with the precious metals run. I can't quite put my finger on it. I'm in on $PALL at $110 & $COPX at $88 but I fear a pullback from $GLD & $SIL might also drag the former down. Clearly there's loss of confidence in the dollar and with it losing [--] of value in the last year I don't blame investors rotating into "safe havens". But are precious metals still considered "safe" at this price level On one hand I don't see the run stopping anytime soon due to the marco environment and sentiment but in the other hand it also doesn't feel sustainable. The fact that China is hoarding"  
[X Link](https://x.com/MarketMused/status/2016778459792699693)  2026-01-29T07:40Z [--] followers, [---] engagements


"Ah I see. Funny enough I also discovered $OSS through a data center article that talked a bit about edge AI. Went down a rabbit hole and found OSS I was amazed by the valuation management at first and then the last earnings call was the cherry on top. But I thought I was 'missing' something since it was my first small cap (and the November weakness didn't help). Kept telling myself it was impossible for it to fly under the radar like that so I didn't finish allocating. Turns out I wasn't missing anything lol . truly a hidden gem. Anyway thanks for all the info you put out Your profile is"  
[X Link](https://x.com/MarketMused/status/2016806475671490587)  2026-01-29T09:31Z [--] followers, [---] engagements


"$OSS Sold some CSPs yesterday. 8.3% ROI in under [--] weeks. Might miss the upside if it rips but it gives me a cushion against the downside. Plan is to buy back [--] at 50% profit (if it hits) then rinse and repeat. I'm not fully allocated yet but it is currently my biggest position at 27% of my portfolio. https://twitter.com/i/web/status/2016820048715788628 https://twitter.com/i/web/status/2016820048715788628"  
[X Link](https://x.com/MarketMused/status/2016820048715788628)  2026-01-29T10:25Z [--] followers, [--] engagements


"$OSS Sold some CSPs yesterday. 8.3% ROI in under [--] weeks. Might miss the upside if it rips but it gives me a cushion against the downside. Plan is to buy back [--] at 50% profit (if it hits) then rinse and repeat. I'm not fully allocated yet but it is currently my biggest position at around 25% of my portfolio. https://twitter.com/i/web/status/2016820720161145114 https://twitter.com/i/web/status/2016820720161145114"  
[X Link](https://x.com/MarketMused/status/2016820720161145114)  2026-01-29T10:28Z [--] followers, [---] engagements


"$OSS Either we break out to the [-----] extension to $15.89 or get the gift of a pullback. Well know soon and I'm happy with either outcome. PA is forming a bullish pennant (Gemini estimates a 70-75% chance of an upside breakout). Market started weak today but dips are getting eaten up fast. Let's see how the week closes. In case of a pullback my add levels are below. Currently short some Feb [--] $10 CSPs. Got $90 premium per contract putting my breakeven at $9.10 if assigned. Long term the trend is up https://twitter.com/i/web/status/2016896572697776181"  
[X Link](https://x.com/MarketMused/status/2016896572697776181)  2026-01-29T15:29Z [--] followers, [---] engagements


"What to buy what to buy Red day = buying day. Shopping list: $OSS $JOBY $AMPX $TE. Freed up some cash by trimming my $META position this morning at $742 (pre-market). My average was high ($695) so I had to hold a few months to finally get back to green and sell at a profit. My only advice: know what you hold pullbacks are so much easier to handle. https://twitter.com/i/web/status/2016899237334962406 https://twitter.com/i/web/status/2016899237334962406"  
[X Link](https://x.com/MarketMused/status/2016899237334962406)  2026-01-29T15:40Z [--] followers, [---] engagements


"@SJCapitalInvest Realized this the hard way with $ZETA. Been long since June and even though I've traded around the core position it honestly feels like stagnant money at this point"  
[X Link](https://x.com/MarketMused/status/2016940278922563591)  2026-01-29T18:23Z [--] followers, [---] engagements


"@SJCapitalInvest Also thanks for the asymmetric investing guide. Started digging into small caps in October and its made scanning for ideas way easier than reading through earnings transcripts"  
[X Link](https://x.com/MarketMused/status/2016940992860152302)  2026-01-29T18:26Z [--] followers, [--] engagements


"Today's moves: Trimmed $META at $740-$744 Bought more $COPX at $92.50"  
[X Link](https://x.com/MarketMused/status/2017047254771855561)  2026-01-30T01:28Z [--] followers, [---] engagements


"Goal for the next few weeks: Consolidate my portfolio. I'm spreading myself too thin. time to focus capital on my highest conviction plays. Next possible exits: $META: Considering fully exiting the position. $ZETA: Love the fundamentals but momentum is dead. Its been stuck in a range since June and my capital feels stagnant. I'm planning to swap commons for LEAPS. This frees up some cash while keeping exposure. At these levels those contracts feel like a steal. https://twitter.com/i/web/status/2017048726540562512 https://twitter.com/i/web/status/2017048726540562512"  
[X Link](https://x.com/MarketMused/status/2017048726540562512)  2026-01-30T01:34Z [--] followers, [---] engagements


"Trading psychology is wild. You set your buy targets. But the moment they hit on a red day hesitation kicks in: 'what if it goes lower'. Executing into fear is the hardest part of this game. But if you don't trust the plan you made when you were rational why have a plan at all Plan the trade trade the plan. 🤝 https://twitter.com/i/web/status/2017295710694031659 https://twitter.com/i/web/status/2017295710694031659"  
[X Link](https://x.com/MarketMused/status/2017295710694031659)  2026-01-30T17:55Z [--] followers, [---] engagements


"$PALL hurt today. Even with my $110 avg it dragged my portfolio down significantly. Wiping out [--] days of gains in just [--] trading days at one point is tough to say the least. Thesis hasn't changed though. I don't think the top is in for $PALL or $COPX yet. Well see"  
[X Link](https://x.com/MarketMused/status/2017328833616048490)  2026-01-30T20:07Z [--] followers, [---] engagements


"Today's Moves 🛒 $AMPX (Aggressive Add) Bought [----] shares Bought 4x Jan '27 LEAPS ($12 Strike) Sold 5x Feb [--] CSPs ($12 Strike $100 premium each) $COPX Added a few shares $META Fully exited position"  
[X Link](https://x.com/MarketMused/status/2017337868574658855)  2026-01-30T20:43Z [--] followers, [---] engagements


"@DeNebulord I bought a couple hundred shares on friday. Still looking for a healthy pullback after reaching the [-----] extension. 🤞"  
[X Link](https://x.com/MarketMused/status/2017632842449355228)  2026-01-31T16:15Z [--] followers, [--] engagements


"@DeNebulord I'll check out your chart as soon as I get back from the gym This is how I charted it below. I'm still learning so if you see any mistakes or have any input on my chrting I'd really appreciate it"  
[X Link](https://x.com/MarketMused/status/2017642086473081110)  2026-01-31T16:52Z [--] followers, [--] engagements


"The only downside of CSPs is that you might miss the upside. So if you really want the stock the best way to play it imo is to buy some commons first then complete your desired position by selling CSPs. I made this exact mistake with $TE . missed the initial move and currently don't own any shares. https://twitter.com/i/web/status/2017618676602835077 https://twitter.com/i/web/status/2017618676602835077"  
[X Link](https://x.com/MarketMused/status/2017618676602835077)  2026-01-31T15:19Z [---] followers, [---] engagements


"@MegatrendGlobal You definitely sold at the right time 🎯 I'm curious what does your portfolio allocation look like right now And when you say you're 'all in' on $OSS does that actually mean 100% or just your biggest position"  
[X Link](https://x.com/MarketMused/status/2017629747208196433)  2026-01-31T16:03Z [---] followers, [---] engagements


"I hear you. If I were to go all in in one company I would probably choose $OSS right now as well. Management is top-tier the product is sticky and the balance sheet is strong. The only big 'if' is that $200M contract. I know they were testing at the end of last year (per the last earnings call) so hopefully the announcement is close. Glad this recent price increase gave you a nice cushion. Do you mind me asking what your average is And also curious to ask if you look at other setups or have you completely tuned out the FinX noise to focus on $OSS Ignoring some companies I find on here is the"  
[X Link](https://x.com/MarketMused/status/2017814905911463963)  2026-02-01T04:18Z [--] followers, [---] engagements


"The amazing team behind $OSS 🧠 They KNOW what the Navy Army and Air Force need. It's just a matter of time. Michael Knowles (CEO) - 30+ years in Defense/Aerospace - Retired navy officer and Naval Test Pilot School grad - Exec roles at Lockheed Rockwell Collins Curtiss Wright. Robert Kalebaugh (Sales VP) - Managed a $7B+ pipeline at Cubic - Key wins at Cubic with USAF and Army contracts Lieutenant General David Bassett (Board of Directors) - Former Director of the Defense Contract Management Agency (DCMA) - [--] year military career with leadership in Army modernization programs and"  
[X Link](https://x.com/MarketMused/status/2017821537693286618)  2026-02-01T04:45Z [--] followers, [----] engagements


"Thanks so much for the detailed response and for linking the report. really good read I'm actually accumulating $AMPX right now too. Their Q3 earnings were impressive and the moat looks hard to replicate. Im still holding some 'value' names like $ZETA $JD and $PYPL. I bought them for the valuation but like you said the sector momentum just isn't there. In times of global tension defense is the clear winner. I feel like I'm in the position you were in with $HIMS over the summer. it's hard to rip the band-aid off to consolidate but I know I need to focus on high conviction. $OSS is 50% of my"  
[X Link](https://x.com/MarketMused/status/2018006080819777894)  2026-02-01T16:58Z [--] followers, [---] engagements


"Accumulation Zones For The Week📉 Looking to add more of the following if we hit these levels: 🎯 $TE: $6.30 - $7.50 🎯 $AMPX: $10.85 - $12.00 🎯 $OSS: $8.00 - $9.30 🎯 $COPX: $74.00 - $78.00"  
[X Link](https://x.com/MarketMused/status/2018121477615235187)  2026-02-02T00:37Z [--] followers, [---] engagements


"There seems to be generalized drawdown pressure across the market so I'm keeping the buy targets low just in case we flush. I remember back in November $OSS was holding high $4s until general market pressure pushed it to low $4s. Im already heavy on the name so if these dip buys don't hit I'm perfectly fine with my current size. Im also sitting on some Feb [--] $10 CSPs. Primarily looking to add $TE & $AMPX tbh What are you looking to add this week"  
[X Link](https://x.com/MarketMused/status/2018124856370372674)  2026-02-02T00:50Z [---] followers, [---] engagements


"Maybe got a little aggressive with the buys on Friday but I kept plenty of cash for this week. You know what to do. $OSS $AMPX $TE"  
[X Link](https://x.com/MarketMused/status/2018184442049970210)  2026-02-02T04:47Z [---] followers, [----] engagements


"$OSS down 6% on absolutely zero news Ill take it. 🎁 *Bought a couple hundred shares at $9.26 Next accumulation zone: $8.44 NFA"  
[X Link](https://x.com/MarketMused/status/2018363752580599875)  2026-02-02T16:39Z [---] followers, [----] engagements


"Interesting timing. announcing the $20M lease termination fee right as they secure a domestic US manufacturer. If the market overreacts to the balance sheet hit Ill be ready to buy some discounted shares. $AMPX $AMPX just filed an 8K indicating there's a $20M termination fee associated with the Colorado lease. https://t.co/7GxanPbzdw $AMPX just filed an 8K indicating there's a $20M termination fee associated with the Colorado lease. https://t.co/7GxanPbzdw"  
[X Link](https://x.com/MarketMused/status/2018851341523890228)  2026-02-04T00:57Z [---] followers, [----] engagements


"@SJCapitalInvest Whats your take on the $20M lease termination fee it seems the market cares more about the revenue potential of the new US manufacturing partner than the one time cost of the lease exit. But still. $20M is not nothing even with a strong balance sheet"  
[X Link](https://x.com/MarketMused/status/2018903811793023462)  2026-02-04T04:25Z [---] followers, [---] engagements

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