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# ![@RogueAnalysta Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1886103559277584384.png) @RogueAnalysta rogue analyst

rogue analyst posts on X about $rgnx, $beam, $tgen, $arry the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1886103559277584384/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1886103559277584384/c:line/m:interactions.svg)


### Mentions: X [#](/creator/twitter::1886103559277584384/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1886103559277584384/c:line/m:posts_active.svg)


### Followers: XXX [#](/creator/twitter::1886103559277584384/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1886103559277584384/c:line/m:followers.svg)


### CreatorRank: undefined [#](/creator/twitter::1886103559277584384/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1886103559277584384/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1886103559277584384/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$rgnx](/topic/$rgnx) 21.74%, [$beam](/topic/$beam) 21.74%, [$tgen](/topic/$tgen) 17.39%, [$arry](/topic/$arry) 13.04%, [$spwr](/topic/$spwr) 13.04%, [$absi](/topic/$absi) 13.04%, [$rxrx](/topic/$rxrx) 13.04%, [$gral](/topic/$gral) 13.04%, [$ntla](/topic/$ntla) 13.04%, [$flex](/topic/$flex) #5

**Top accounts mentioned or mentioned by**
[@pegasusfund](/creator/undefined) [@mike10947310](/creator/undefined)

**Top assets mentioned**
[BEAM (BEAM)](/topic/$beam) [Array Technologies, Inc. Common Stock (ARRY)](/topic/$arry) [Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX)](/topic/$rxrx) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [FLEX Coin (FLEX)](/topic/$flex) [Micron Technology, Inc. (MU)](/topic/$mu) [Western Digital Corp (WDC)](/topic/$wdc) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Plexus Corp (PLXS)](/topic/$plxs) [First Solar, Inc. (FSLR)](/topic/$fslr) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Schrodinger, Inc. Common Stock (SDGR)](/topic/$sdgr) [Stacks (STX)](/topic/$stx) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Cream (CRM)](/topic/$crm) [CLEANSPARK INC (CLSK)](/topic/$clsk) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [TeraWulf Inc. (WULF)](/topic/$wulf) [Jabil, Inc. (JBL)](/topic/$jbl) [Coldstack (CLS)](/topic/$cls) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [SolarEdge Technologies, Inc. (SEDG)](/topic/$sedg) [KLA Corp (KLAC)](/topic/$klac) [Powell Industries Inc (POWL)](/topic/$powl) [Braze, Inc. Class A Common Stock (BRZE)](/topic/$brze) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Biogen Inc (BIIB)](/topic/$biib) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [IonQ, Inc. (IONQ)](/topic/$ionq) [Hive (HIVE)](/topic/$hive) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Cheeseball (CB)](/topic/$cb) [TrustVerse (TRV)](/topic/$trv) [American International Group Inc (AIG)](/topic/$aig) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [LGI Homes, Inc. (LGIH)](/topic/$lgih) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds)
### Top Social Posts [#](/creator/twitter::1886103559277584384/posts)
---
Top posts by engagements in the last XX hours

"🔥 theme analysis - 1d 🔥 📈 TOP X THEMES * Solar +5.1% $ARRY (+11.0%) $SPWR (+9.5%) $SEDG (+8.0%) * Biotech/AI +4.3% $ABSI (+18.5%) $RXRX (+8.1%) $GRAL (+8.0%) * Biotech/gene +3.4% $NTLA (+6.9%) $RGNX (+6.7%) $BEAM (+5.9%) * Datacenters +3.3% $TGEN (+23.6%) $APLD (+7.1%) $PLXS (+5.9%) * Semis/equipment +2.8% $VPG (+6.3%) $KLAC (+5.3%) $COHU (+5.0%) 📉 BOTTOM X THEMES * Rare earths -XXXX% $CRML (-27.9%) $TMQ (-23.2%) $UAMY (-22.9%) * Drones/defense -XXX% $DPRO (-13.7%) $ONDS (-10.3%) $RCAT (-8.2%) * Quantum -XXX% $CCCX (-8.0%) $RGTI (-6.2%) $IONQ (-6.2%) * Insurance -XXX% $CB (-2.9%) $BOW"  
[X Link](https://x.com/RogueAnalysta/status/1978522459570913286) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-15T18:04Z XX followers, XXX engagements


"Quite some weakness in the recent high-flyers like drones (no pun intended) and rare earths. On the other hand some semis groups looking strong - namely datacenter buildout ( $FLEX $TGEN $POWL ) and memory ( $WDC $MU )"  
[X Link](https://x.com/RogueAnalysta/status/1978564830664548821) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-15T20:53Z XX followers, XXX engagements


"@Mike10947310 Probably cooling for soybeans. $TGEN"  
[X Link](https://x.com/RogueAnalysta/status/1978568831762079874) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-15T21:09Z XXX followers, XXX engagements


"🔥 theme analysis - 1d 🔥 📈 TOP X THEMES * Semis/memory +3.6% $WDC (+5.5%) $MU (+3.3%) $STX (+2.8%) * Biotech/AI +3.3% $GRAL (+14.9%) $GH (+6.2%) $SDGR (+5.8%) * Biotech/gene +1.9% $BEAM (+4.3%) $RGNX (+3.8%) $SRPT (+2.8%) * Software/enterprise +1.9% $CRM (+7.2%) $BRZE (+4.0%) $TEAM (+3.5%) * Pharma +1.5% $TOI (+5.2%) $BIIB (+2.6%) $GILD (+2.5%) 📉 BOTTOM X THEMES * Batteries -XXX% $ABAT (-28.6%) $GWH (-16.3%) $SES (-6.2%) * Crypto/DC -XXX% $HIVE (-9.8%) $CLSK (-8.7%) $WULF (-5.0%) * Rare earths -XXX% $USAR (-10.4%) $UAMY (-10.1%) $REEMF (-9.4%) * Quantum -XXX% $RGTI (-6.9%) $QBTS (-6.0%)"  
[X Link](https://x.com/RogueAnalysta/status/1978824901503930556) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-16T14:06Z XXX followers, 1663 engagements


"Recent winners getting sold hard today 📉 BOTTOM X THEMES * Batteries -XXX% $ABAT (-28.6%) $GWH (-16.3%) $SES (-6.2%) * Crypto/DC -XXX% $HIVE (-9.8%) $CLSK (-8.7%) $WULF (-5.0%) * Rare earths -XXX% $USAR (-10.4%) $UAMY (-10.1%) $REEMF (-9.4%) * Quantum -XXX% $RGTI (-6.9%) $QBTS (-6.0%) $IONQ (-5.2%) * Insurance -XXX% $CB (-3.5%) $TRV (-3.4%) $AIG (-2.7%)"  
[X Link](https://x.com/RogueAnalysta/status/1978844534055281057) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-16T15:24Z XXX followers, XXX engagements


"After the truth from the Donald. 🔥 theme analysis - 1d 🔥 📈 TOP X THEMES * Rare earths +11.1% $TMQ (+61.6%) $CRML (+28.7%) $UUUU (+10.3%) * Batteries/lithium +4.6% $LAC (+19.2%) $SQM (+3.0%) $PLL (+1.9%) * Homebuilders +4.2% $LGIH (+7.2%) $HOV (+6.3%) $BLDR (+6.1%) * Batteries +4.0% $ABAT (+22.9%) $STEM (+16.2%) $FLNC (+16.1%) * Crypto/DC +4.0% $WULF (+10.4%) $CLSK (+9.7%) $IREN (+8.5%) 📉 BOTTOM X THEMES * Semis/memory -XXX% $WDC (-4.8%) $STX (-3.6%) $MU (-3.0%) * Cybersecurity -XXX% $RBRK (-6.0%) $CRWD (-3.9%) $ZS (-3.6%) * China -XXX% $NIO (-5.3%) $BIDU (-4.6%) $BILI (-3.5%) *"  
[X Link](https://x.com/RogueAnalysta/status/1978195039516873072) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-14T20:23Z XXX followers, 1338 engagements


"$JBL 🧵 Some thoughts on this name. Recently lagged $CLS and $FLEX. Growth steady margins set to expand in coming years AI and robotics tailwind too. What they do + comps: EMS leader in AI/cloud (43% rev) diversified mfg (health/auto/consumer 57%). $30B FY25 rev. Vs FLEX/CLS: Deeper AI moat lower EV/Sales (0.8x). Vs TEL/APH: Cheaper entry to hyperscalers but lower margins (5.8% op). Recent results: Q4 FY25: $8.3B rev (+10% YoY beat) AI rev $9B (+61%). Core EPS $XXXX (beat). FY25 end-markets: Cloud/Data +61% to $7.4B. New: J-422G AI servers launch at OCP Summit; Axiado collab for secure"  
[X Link](https://x.com/RogueAnalysta/status/1978737018289926454) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-16T08:17Z XXX followers, XXX engagements


"🔥 theme analysis - 1d 🔥 📈 TOP X THEMES * Solar +6.9% $SPWR (+17.9%) $ARRY (+13.5%) $FSLR (+8.9%) * Biotech/AI +6.7% $ABSI (+28.2%) $RXRX (+15.3%) $NRIX (+12.7%) * Biotech/gene +5.1% $RGNX (+9.3%) $NTLA (+8.5%) $BEAM (+7.0%) * Semis/equipment +5.0% $ICHR (+14.1%) $VPG (+11.4%) $AEHR (+7.2%) * Datacenters +4.1% $TGEN (+26.7%) $APLD (+7.8%) $PLXS (+7.4%) 📉 BOTTOM X THEMES * Rare earths -XXXX% $CRML (-24.2%) $UAMY (-21.2%) $TMQ (-20.2%) * Drones/defense -XXX% $DPRO (-11.1%) $ONDS (-8.6%) $MOB (-8.0%) * Insurance -XXX% $HRTG (-3.1%) $TRV (-2.2%) $CB (-2.2%) * Regional banks -XXX% $PNC (-3.9%)"  
[X Link](https://x.com/RogueAnalysta/status/1978564225275469938) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-15T20:50Z XXX followers, XXX engagements


"$KTOS at the 21ema. All smid defense/drones weak last 2-3 sessions. Let's see if we bounce or just roll over"  
[X Link](https://x.com/RogueAnalysta/status/1978568537196130719) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-15T21:07Z XXX followers, XXX engagements


"$KTOS relative strength vs some other names but sector weak overall"  
[X Link](https://x.com/RogueAnalysta/status/1978841524650574129) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-16T15:12Z XXX followers, XXX engagements


"Drones + Quantum loosing it atm $DPRO $ONDS $QBTS $CCCX"  
[X Link](https://x.com/RogueAnalysta/status/1978841030494478768) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-16T15:10Z XXX followers, 1514 engagements


"$JBL so far RS today"  
[X Link](https://x.com/RogueAnalysta/status/1978905517322863036) [@RogueAnalysta](/creator/x/RogueAnalysta) 2025-10-16T19:26Z XXX followers, XX engagements