# ![@The_PnL_Report Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1904613102039056384.png) @The_PnL_Report TheP&LReport

TheP&LReport posts on X about $nvt, stocks, ai, $ttwo the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1904613102039056384/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1904613102039056384/c:line/m:interactions.svg)

- [--] Week [-----] +351%
- [--] Month [-----] +5,135%

### Mentions: [--] [#](/creator/twitter::1904613102039056384/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1904613102039056384/c:line/m:posts_active.svg)

- [--] Week [--] +42%
- [--] Month [--] +1,200%

### Followers: [--] [#](/creator/twitter::1904613102039056384/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1904613102039056384/c:line/m:followers.svg)

- [--] Week [--] +4.80%
- [--] Month [--] -8.30%

### CreatorRank: [---------] [#](/creator/twitter::1904613102039056384/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1904613102039056384/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [gaming](/list/gaming)  [social networks](/list/social-networks)  [exchanges](/list/exchanges) 

**Social topic influence**
[$nvt](/topic/$nvt), [stocks](/topic/stocks), [ai](/topic/ai), [$ttwo](/topic/$ttwo), [strong](/topic/strong), [davos](/topic/davos), [in the](/topic/in-the), [$amkr](/topic/$amkr), [$oss](/topic/$oss), [$vg](/topic/$vg)

**Top accounts mentioned or mentioned by**
[@stocktalkweekly](/creator/undefined) [@zerohedge](/creator/undefined) [@realmattmoney](/creator/undefined) [@stockmktnewz](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@zephyrz9](/creator/undefined) [@logicalthesis](/creator/undefined)

**Top assets mentioned**
[NerveNetwork (NVT)](/topic/$nvt) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Venture Global, Inc (VG)](/topic/$vg) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Modine Manufacturing Co (MOD)](/topic/$mod) [Micron Technology, Inc. (MU)](/topic/$mu) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Metadium (META)](/topic/$meta) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Constellation Energy Corp (CEG)](/topic/$ceg) [Arista Networks Inc (ANET)](/topic/$anet) [Zoom Video Communications Inc (ZM)](/topic/$zm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$NVT +3.3% yesterday as semiconductor stocks (and broader data center & tech stocks) rallied on strong $TSM earnings + higher [----] capex guide. TSM guided [----] capex to $52bn - $56bn (vs $41bn capex in 2025) signaling sustained AI/data center demand a tailwind for NVTs power + liquid cooling data center solutions. https://twitter.com/i/web/status/2012096294781927494 https://twitter.com/i/web/status/2012096294781927494"  
[X Link](https://x.com/The_PnL_Report/status/2012096294781927494)  2026-01-16T09:35Z [--] followers, [--] engagements


"The comments by a notable Fed member like Williams signaled to investors that central bank leadership is likely to lower its benchmark. https://cnb.cx/49OC4dJ https://cnb.cx/49OC4dJ"  
[X Link](https://x.com/The_PnL_Report/status/1992557011570167856)  2025-11-23T11:33Z [--] followers, [--] engagements


"Extremely happy I joined the @stocktalkweekly discord group in the middle of last year. Of course my portfolio has grown and I have learnt a lot about different industries researching stocks managing positions. The biggest lesson for me: dont aggressively average up. Any cost basis advantage I had I would erode slowly as I kept buying as prices went up. During the deepseek saga a lot of my positions dropped back to flat and when liberation day came they turned significantly red. I had to reshuffle my portfolio and soon joined the discord group. Now I dont feel that same rush to chase stocks"  
[X Link](https://x.com/The_PnL_Report/status/2013215217019449555)  2026-01-19T11:41Z [--] followers, [--] engagements


"There should be some good buying opportunities today. I think the Davos meeting should result in positive news from a market perspective or maybe a TACO soon enough. Stocks I will be tracking $MU $RKLB $META $HII $OSS $LPTH $AMKR"  
[X Link](https://x.com/The_PnL_Report/status/2013541110941905215)  2026-01-20T09:16Z [--] followers, [---] engagements


"As suspected positive meeting at Davos and TACO happened. There should be some good buying opportunities today. I think the Davos meeting should result in positive news from a market perspective or maybe a TACO soon enough. Stocks I will be tracking $MU $RKLB $META $HII $OSS $LPTH $AMKR There should be some good buying opportunities today. I think the Davos meeting should result in positive news from a market perspective or maybe a TACO soon enough. Stocks I will be tracking $MU $RKLB $META $HII $OSS $LPTH $AMKR"  
[X Link](https://x.com/The_PnL_Report/status/2014063154897076227)  2026-01-21T19:50Z [--] followers, [--] engagements


"@zerohedge I'm seeing 15% short interest (Fintel)"  
[X Link](https://x.com/The_PnL_Report/status/2014252032249692538)  2026-01-22T08:21Z [--] followers, [--] engagements


"I took a starter position on $VG overnight. I usually don't like buying on gap-ups such as on positive sell-side notes however when there is a material change in the future of the economy or earnings potential of a company I don't mind buying the gap. We saw this with stocks recovering on the back of trade deals being signed last year. Similarly as the legal overhang over $VG continues to clear up with the positive result on the Repsol arbitration case last night the future of this LNG producer looks good. $VG is a major producer and exporter of liquefied natural gas (LNG) sourcing US natural"  
[X Link](https://x.com/The_PnL_Report/status/2014277873037918708)  2026-01-22T10:04Z [--] followers, [--] engagements


"@StockMKTNewz Energy and grid infrastructure will be key to support AI / data center build out"  
[X Link](https://x.com/The_PnL_Report/status/2014622211672613100)  2026-01-23T08:52Z [--] followers, [--] engagements


"$NVT ( $17bn market cap). An industrial picks & shovels play on the data center build-out. nVent Electric (NVT) is an electrical infra hardware & solutions company. It sells physical products that connect power safely & reliably and protects critical electrical equipment operating under two segments: Systems Protection and Electrical Connections. Products include liquid cooling systems power distribution systems racks cabinets/enclosures grounding bonding connectors terminals cable management engineered control buildings. These products are sold under well-known brands including CADDY ERICO"  
[X Link](https://x.com/The_PnL_Report/status/2011750810779336772)  2026-01-15T10:42Z [--] followers, [--] engagements


"$NVT with a +4% move on Friday and then a further +2% move after hours as liquid cooling theme continues. Other names such as $VRT and $MOD also gained"  
[X Link](https://x.com/The_PnL_Report/status/2012633607115087874)  2026-01-17T21:10Z [--] followers, [--] engagements


"$NVT getting hit today along with the broader market because of the Greenland issue and associated tariffs"  
[X Link](https://x.com/The_PnL_Report/status/2013564040845631726)  2026-01-20T10:47Z [--] followers, [--] engagements


"@aleabitoreddit I will be looking to add on significant pullback on $OSS and maybe even $AXTI. @aleabitoreddit do you have any thoughts on liquid cooling stocks such as $NVT $VRT $MOD"  
[X Link](https://x.com/The_PnL_Report/status/2013572660459094203)  2026-01-20T11:21Z [--] followers, [---] engagements


"Could be significantly worse. I was expecting over 5% down today for $NVT. Not bad given overnight and pre-market volatility. Market over here maybe thinking a TACO moment soon similar to last year or the supreme court forces a TACO moment"  
[X Link](https://x.com/The_PnL_Report/status/2013676208999829766)  2026-01-20T18:13Z [--] followers, [--] engagements


"Markets bouncing today on the back of the trump speech at Davos. $NVT up over 2% so far today"  
[X Link](https://x.com/The_PnL_Report/status/2014009032139501596)  2026-01-21T16:15Z [--] followers, [---] engagements


"Big reversal in the markets. Liquid cooling stocks $NVT $VRT $MOD holding nicely Markets bouncing today on the back of the trump speech at Davos. $NVT up over 2% so far today https://t.co/to35INMsJd Markets bouncing today on the back of the trump speech at Davos. $NVT up over 2% so far today https://t.co/to35INMsJd"  
[X Link](https://x.com/The_PnL_Report/status/2014048910931628340)  2026-01-21T18:54Z [--] followers, [---] engagements


"$NVT reports on Q4'25 on 6-Feb pre-market. Looking forward to the progress on the data center front particularly liquid cooling solutions and management guidance"  
[X Link](https://x.com/The_PnL_Report/status/2015882692727079232)  2026-01-26T20:21Z [--] followers, [--] engagements


"Bullish $VG EU ban on Russian gas "Under the agreement the EU will halt imports of Russian liquefied natural gas (LNG) by the end of [----] and of pipeline gas by September [--] 2027." https://p.dw.com/p/57SdHat_medium=SocialMedia&at_campaign=Twitter&at_share_source=SharingButton&at_origin=Web https://p.dw.com/p/57SdHat_medium=SocialMedia&at_campaign=Twitter&at_share_source=SharingButton&at_origin=Web"  
[X Link](https://x.com/The_PnL_Report/status/2016141517900202035)  2026-01-27T13:29Z [--] followers, [---] engagements


"Warsh is known for lower tolerance to inflation prioritizing price stability over unemployment and strong opposition to QE unless absolutely necessary. Some excerpts from Warsh's IMF speech last year Apr'25: "In the [----] crisis we cut interest rates to near zero and sought new ways to make monetary policy looser and bring liquidity to illiquid markets. I strongly supported this crisis-time innovation then and now.But when the crisis ended the Fed never retraced its steps. I worried.that the decision to buy more treasury bonds would involve the Fed in the messy political business of fiscal"  
[X Link](https://x.com/The_PnL_Report/status/2017196568408203271)  2026-01-30T11:21Z [--] followers, [--] engagements


"Warsh is known for lower tolerance to inflation prioritizing price stability over unemployment and strong opposition to QE unless absolutely necessary. Some excerpts from Warsh's IMF speech last year Apr'25: "In the [----] crisis we cut interest rates to near zero and sought new ways to make monetary policy looser and bring liquidity to illiquid markets. I strongly supported this crisis-time innovation then and now.But when the crisis ended the Fed never retraced its steps. I worried.that the decision to buy more treasury bonds would involve the Fed in the messy political business of fiscal"  
[X Link](https://x.com/The_PnL_Report/status/2017197811947987253)  2026-01-30T11:26Z [--] followers, [--] engagements


"$VG acting nicely so far today despite broad market weakness"  
[X Link](https://x.com/The_PnL_Report/status/2017253932754665943)  2026-01-30T15:09Z [--] followers, [---] engagements


"@zephyr_z9 I think TTWO will be an exception because of GTA6 provided they stick to the release date"  
[X Link](https://x.com/The_PnL_Report/status/2018049619918471346)  2026-02-01T19:51Z [--] followers, [---] engagements


"Encourage everyone to watch this video explaining $ASML EUV lithography machines. Highly insightful. https://www.youtube.com/watchv=B2482h_TNwg https://www.youtube.com/watchv=B2482h_TNwg"  
[X Link](https://x.com/The_PnL_Report/status/2018053672832548896)  2026-02-01T20:07Z [--] followers, [--] engagements


"Bought some $TTWO overnight earnings on tuesday (3-feb) after market close. Project genie and general market weakness has presented a good opportunity imo. The only thing that matters is do they stick to the 19-Nov-26 release date for GTA6"  
[X Link](https://x.com/The_PnL_Report/status/2018240770067894307)  2026-02-02T08:31Z [--] followers, [---] engagements


"$NVT shaping up nicely as it heads into earnings (6-Feb pre market open) Up over 19% so far since the mid-Dec buy"  
[X Link](https://x.com/The_PnL_Report/status/2018626520206770549)  2026-02-03T10:04Z [--] followers, [--] engagements


"$TTWO GTA6 marketing to start this summer Management sticking with the 19-Nov release date. I already have a starter position in this. I will be looking to build on this position on any weakness in the coming weeks/months"  
[X Link](https://x.com/The_PnL_Report/status/2018802005888917598)  2026-02-03T21:41Z [--] followers, [---] engagements


"$TTWO upsized my position close to the [---] weekly SMA ($199)"  
[X Link](https://x.com/The_PnL_Report/status/2020884326746145004)  2026-02-09T15:35Z [--] followers, [--] engagements


"$CEG looking interesting at these levels. Trading close to the weekly [---] SMA"  
[X Link](https://x.com/The_PnL_Report/status/2020927773410460050)  2026-02-09T18:28Z [--] followers, [--] engagements


"$TTWO Project Genie/AI fears are overdone. No new gaming product even if AI generated can match the brand and history of GTA. That moat cant be replicated at least in the near term for GTA [--]. Raymond James Upgrades $TTWO to Strong Buy from Outperform PT $285 Analyst comments: "We are upgrading shares of Take-Two on the back of twin fears around the launch of Googles Project Genie and the presumed impact of AI creation tools to incumbent publishers exacerbated by https://t.co/heSybzbCr3 Raymond James Upgrades $TTWO to Strong Buy from Outperform PT $285 Analyst comments: "We are upgrading"  
[X Link](https://x.com/The_PnL_Report/status/2021155563749482899)  2026-02-10T09:33Z [--] followers, [---] engagements


"$TTWO so far so good $TTWO Project Genie/AI fears are overdone. No new gaming product even if AI generated can match the brand and history of GTA. That moat cant be replicated at least in the near term for GTA [--]. $TTWO Project Genie/AI fears are overdone. No new gaming product even if AI generated can match the brand and history of GTA. That moat cant be replicated at least in the near term for GTA 6"  
[X Link](https://x.com/The_PnL_Report/status/2021181174786166959)  2026-02-10T11:15Z [--] followers, [--] engagements


"$AMKR continues to deliver. Thank you @stocktalkweekly fantastic research and ahead as usual. Needham Raises $AMKR PT to $65 from $50 - Buy Analyst comments: "Amkor reported a beat-and-raise quarter with most reported metrics above consensus estimates. The company guided FY26 CapEx to be $2.5B to $3B a record level not seen in Amkor's history and well above the Street https://t.co/4PHEZeW1xI Needham Raises $AMKR PT to $65 from $50 - Buy Analyst comments: "Amkor reported a beat-and-raise quarter with most reported metrics above consensus estimates. The company guided FY26 CapEx to be $2.5B to"  
[X Link](https://x.com/The_PnL_Report/status/2021203064288657689)  2026-02-10T12:42Z [--] followers, [--] engagements


"$ANET is phenomenal. Q4'25 highlights: Revenue: $2.5bn (+30% YoY) EPS Diluted: $0.75 (+19% YoY) Gross profit margin: 63% Operating income margin: 42% Net income margin: 38% Free cash flows growing with margin approx. 50% Total cash & cash equivalents are greater than total liabilities on the balance sheet ($10.7bn vs $7.1bn) $ANET is up 19% AH after obliterating earnings estimates and guiding for $2.6B in AIdriven sales. Wall street estimated $2.3B for Q1 [----]. https://t.co/OQzX83D4p6 $ANET is up 19% AH after obliterating earnings estimates and guiding for $2.6B in AIdriven sales. Wall street"  
[X Link](https://x.com/The_PnL_Report/status/2022080287770108226)  2026-02-12T22:48Z [--] followers, [---] engagements


"$NVT reported Q425 and FY25 numbers on Friday (6-Feb): Q425 Sales: $1.1bn (+42% YoY) Q425 EPS Diluted: $0.71 (+810% YoY) FY25 Sales: $3.9bn (+30% vs FY24) FY25 EPS Diluted: $2.60 (+82% vs FY24) FY26 guidance: Sales: $4.5bn (+16.5%) Adj. EPS: $4.08 Key excerpts from earnings call: Infrastructure now makes up 45% of our annual sales with data center sales representing approximately $1 billion in [----]. Organic orders were up approximately 30% primarily driven by large orders for the AI data center buildoutWith the strong orders we ended the year with $2.3 billion in backlog triple what it was a"  
[X Link](https://x.com/The_PnL_Report/status/2020113881209926054)  2026-02-07T12:34Z [--] followers, [--] engagements


"$NVT great price action so far today Up over 4% the buys made on Friday pre-market between the [--] & [---] daily SMA are paying off well. $NVT reported Q425 and FY25 numbers on Friday (6-Feb): Q425 Sales: $1.1bn (+42% YoY) Q425 EPS Diluted: $0.71 (+810% YoY) FY25 Sales: $3.9bn (+30% vs FY24) FY25 EPS Diluted: $2.60 (+82% vs FY24) FY26 guidance: Sales: $4.5bn (+16.5%) Adj. EPS: $4.08 Key excerpts from earnings https://t.co/LpB8yRjyIF $NVT reported Q425 and FY25 numbers on Friday (6-Feb): Q425 Sales: $1.1bn (+42% YoY) Q425 EPS Diluted: $0.71 (+810% YoY) FY25 Sales: $3.9bn (+30% vs FY24) FY25 EPS"  
[X Link](https://x.com/The_PnL_Report/status/2020888165603745865)  2026-02-09T15:50Z [--] followers, [--] engagements


"$ZM looking interesting here for a short-term investment. Weekly chart looks constructive. Their early investment in Anthropic is estimated to be worth around $2bn-$4bn per analyst estimates. An Anthropic IPO would be a huge catalyst for Zoom"  
[X Link](https://x.com/The_PnL_Report/status/2021209939180441768)  2026-02-10T13:09Z [--] followers, [---] engagements


"Worth mentioning as well LLMs also speed up the learning and execution process for competing creative software. Students professionals and companies would typically shy from new tools due to the learning curve and whether the benefits from new tools outweigh the time spent learning and adopting them. Now creative professionals can familiarize themselves with new tools much more quickly lowering the learning and execution barrier which has benefited Adobe for a long time. https://twitter.com/i/web/status/2023421232298017169 https://twitter.com/i/web/status/2023421232298017169"  
[X Link](https://x.com/The_PnL_Report/status/2023421232298017169)  2026-02-16T15:36Z [--] followers, [--] engagements


"$NVT bought more during the pre-market down on this stock"  
[X Link](https://x.com/The_PnL_Report/status/2019778326295113901)  2026-02-06T14:20Z [--] followers, [--] engagements


"@LogicalThesis did you also consider $BIL or only TLT & Cash for the safety portion of the port"  
[X Link](https://x.com/The_PnL_Report/status/2022346316731576474)  2026-02-13T16:25Z [--] followers, [---] engagements


"Trimmed some positions across the portfolio as $QQQ closes below the weekly [--] EMA raised cash. Will continue to observe for $VOO next week before deciding on hedging"  
[X Link](https://x.com/The_PnL_Report/status/2022612325589831963)  2026-02-14T10:02Z [--] followers, [--] engagements


"$ADBE is being repriced by an AI-disruption narrative that questions its moat like many other software SaaS names. Yes Adobe is integrating AI across its products and shipping updates quickly but competition is also intensifying as AI creative tools and other platforms improve. What is at the core of Adobes moat and how is AI threatening it Its a self-reinforcing standardization loop: students learn Adobe tools in school employers hire for Adobe proficiency and teams run integrated workflows across Adobe tools for example an entire video project can be done using Premiere Pro After Effects"  
[X Link](https://x.com/The_PnL_Report/status/2023363852570681645)  2026-02-16T11:48Z [--] followers, [--] engagements


"$LINC $UTI Vocational education stocks providing hands-on skilled trades training have significantly outperformed in the AI era. Key drivers [--]. Reshoring & Capex Boom US manufacturing infrastructure energy and housing investment is accelerating. Multiple CEOs have flagged a shortage of skilled labor. Industrial construction and healthcare sectors remain undersupplied. [--]. AI-Driven Workforce Reallocation AI is increasing displacement risk across certain white-collar roles. Some workers are pivoting toward skilled trades or adding practical certifications to diversify income streams and reduce"  
[X Link](https://x.com/The_PnL_Report/status/2023508307106058550)  2026-02-16T21:22Z [--] followers, [--] engagements

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