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# ![@_samputnam Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::825433940303417344.png) @_samputnam Sam Putnam - Stocks Community on YouTube

Sam Putnam - Stocks Community on YouTube posts on X about level, $aep, $wulf, $nxt the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::825433940303417344/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::825433940303417344/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +32%
- X Months XXXXXXX +4,924%
- X Year XXXXXXX +1,964%

### Mentions: XXX [#](/creator/twitter::825433940303417344/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::825433940303417344/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXXXX +64%
- X Months XXXXX +6,137%
- X Year XXXXX +2,801%

### Followers: XXXXX [#](/creator/twitter::825433940303417344/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::825433940303417344/c:line/m:followers.svg)

- X Week XXXXX +1.90%
- X Month XXXXX +3.20%
- X Months XXXXX +26%
- X Year XXXXX +21%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::825433940303417344/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::825433940303417344/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [social networks](/list/social-networks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [countries](/list/countries)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[level](/topic/level) 3.64%, [$aep](/topic/$aep) 3.07%, [$wulf](/topic/$wulf) #44, [$nxt](/topic/$nxt) #17, [$anf](/topic/$anf) #33, [ai](/topic/ai) 2.68%, [$tln](/topic/$tln) 2.49%, [stocks](/topic/stocks) #2883, [money](/topic/money) 2.3%, [nxt](/topic/nxt) #167

**Top accounts mentioned or mentioned by**
[@bjmtweets](/creator/undefined) [@joserestonva](/creator/undefined) [@jaybananabread](/creator/undefined) [@kabraxfx](/creator/undefined) [@michaeld19992](/creator/undefined) [@dakotaspin](/creator/undefined)

**Top assets mentioned**
[American Electric Power Company Inc (AEP)](/topic/$aep) [TeraWulf Inc. (WULF)](/topic/$wulf) [Nxt (NXT)](/topic/$nxt) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Kohl's Corporation (KSS)](/topic/$kss) [Coreto (COR)](/topic/$cor) [Devon Energy Corp (DVN)](/topic/$dvn) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Ciena Corporation (CIEN)](/topic/$cien) [GE Vernova Inc. (GEV)](/topic/$gev) [Bitcoin (BTC)](/topic/bitcoin) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Baker Hughes Co (BKR)](/topic/$bkr) [Fastly, Inc. (FSLY)](/topic/$fsly) [Urban Outfitters Inc (URBN)](/topic/$urbn) [American Eagle Outfitters (AEO)](/topic/$aeo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Inspect (INSP)](/topic/$insp) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [NextEra Energy Inc (NEE)](/topic/$nee) [QuantumScape Corporation (QS)](/topic/$qs) [Array Technologies, Inc. Common Stock (ARRY)](/topic/$arry) [Exxon Mobil (XOM)](/topic/$xom) [Microsoft Corp. (MSFT)](/topic/$msft) [First Solar, Inc. (FSLR)](/topic/$fslr) [Coldstack (CLS)](/topic/$cls) [Tesla, Inc. (TSLA)](/topic/$tsla) [Coherent Inc (COHR)](/topic/$cohr) [Vistra, Corp. (VST)](/topic/$vst) [BigBear.ai Holdings, Inc. (BBAI)](/topic/$bbai) [Transocean LTD. (RIG)](/topic/$rig) [Convex Finance (CVX)](/topic/$cvx) [IREN Limited (IREN)](/topic/$iren) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [Bloom Energy Corporation (BE)](/topic/$be) [Frodo the virtual samurai (FROG)](/topic/$frog) [Newmont Corporation (NEM)](/topic/$nem) [MongoDB, Inc. (MDB)](/topic/$mdb) [Taiwan Semiconductor (TSM)](/topic/$tsm) [DinoLFG (DINO)](/topic/$dino) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Realy (REAL)](/topic/$real) [Etsy Inc (ETSY)](/topic/$etsy) [Parachute (PAR)](/topic/$par) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [dHedge DAO (DHT)](/topic/$dht) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Frontline Ltd. (FRO)](/topic/$fro) [Oklo Inc. (OKLO)](/topic/$oklo) [BTU Protocol (BTU)](/topic/$btu) [Constellation Energy Corp (CEG)](/topic/$ceg)
### Top Social Posts
Top posts by engagements in the last XX hours

"$TLN took out $X billion in debt to secure natural gas reserves. Risky move but theyre positioned perfectly as natural gas becomes the crossover fuel until nuclear scales up with wind and solar"  
[X Link](https://x.com/_samputnam/status/1995328590926196996)  2025-12-01T03:06Z 1045 followers, XX engagements


"Natural gas demand for data centers is absolutely massive right now. $TLN is at the right place at the right time with those gas reserves and power production capacity"  
[X Link](https://x.com/_samputnam/status/1995328680256544876)  2025-12-01T03:06Z 1045 followers, XX engagements


"$TLN held the August support level at $XXXX after a weak earnings reaction. If it pulls back to $XXXX thats a low-risk entry for a potential $30+ move. Risk/reward is compelling"  
[X Link](https://x.com/_samputnam/status/1995328724456133038)  2025-12-01T03:06Z 1045 followers, XX engagements


"Energy is holding up well as a sector. While other natural gas plays move slowly or look choppy $TLN moves X% daily. That volatility creates real opportunity if youre nimble"  
[X Link](https://x.com/_samputnam/status/1995328770849325147)  2025-12-01T03:07Z 1045 followers, XX engagements


"$TLN has a partnership with $EOSE the leading battery storage company. Eos has XX gigawatt-hours of backlogthey can store XX hours of Talons 3GW production. Game-changer for grid stability"  
[X Link](https://x.com/_samputnam/status/1995329039037325726)  2025-12-01T03:08Z 1045 followers, XXX engagements


"Dont chase $INDV or other names up a lot. You want stocks that COULD go up a lot. $BBAI at $XXXX support and $TLN at $XXXX both offer that asymmetric setup"  
[X Link](https://x.com/_samputnam/status/1995329095970726061)  2025-12-01T03:08Z 1045 followers, XXX engagements


"$NEE (NextEra Energy) has the worlds largest wind and solar production but moves slower. $TLN is faster-moving with similar energy exposure plus that battery storage angle. Different risk profiles"  
[X Link](https://x.com/_samputnam/status/1995329142389112930)  2025-12-01T03:08Z 1045 followers, XXX engagements


"If $TLN pulls back to $XXXX youre risking a few dollars to make $XX. Thats the setup. The $XXXX level is next resistance for a quick XX% pop if momentum returns"  
[X Link](https://x.com/_samputnam/status/1995329228888305961)  2025-12-01T03:08Z 1045 followers, XX engagements


"Battery storage is the missing piece. $TLNs partnership with $EOSE (90GWh backlog) means they can store energy when produced and deploy it when needed. Recharge and repeat. Thats the model"  
[X Link](https://x.com/_samputnam/status/1995329371830211068)  2025-12-01T03:09Z 1045 followers, XXX engagements


"$DINO and other energy names just went sideways while the market rippedthats relative weakness. $TLN actually participated in the move up. That relative strength matters"  
[X Link](https://x.com/_samputnam/status/1995329472480821516)  2025-12-01T03:09Z 1045 followers, XX engagements


"Texas is the right place for $TLNs buildout. 2-gigawatt natural gas plants in the heart of data center expansion territory. Location matters as much as capacity"  
[X Link](https://x.com/_samputnam/status/1995329514147045465)  2025-12-01T03:10Z 1045 followers, XXX engagements


"$TLN trades with real liquidity despite being $300+. Hundreds of millions in daily volume. You can actually get in and out unlike some small-cap energy names that gap around"  
[X Link](https://x.com/_samputnam/status/1995329560171123127)  2025-12-01T03:10Z 1045 followers, XXX engagements


"Stock sold heavily in mid-2024 for $TLN but the market didnt careit was ripping then. Now the company is uniquely positioned with both power production and $EOSE battery storage partnership"  
[X Link](https://x.com/_samputnam/status/1995329596967821329)  2025-12-01T03:10Z 1045 followers, XXX engagements


"$BBAI at support $TLN at support. Both in hot sectors (AI and energy). Both with 5-10x risk/reward setups. The chart tells you where to buy and where to cut losses. Let price be your guide"  
[X Link](https://x.com/_samputnam/status/1995329636352327924)  2025-12-01T03:10Z 1045 followers, XXX engagements


"10 gigawatts of battery storage projects for $TLN. That scale is massive. Compare to $NEE which has similar renewable capacity but different growth trajectory. Talon is the nimbler play here"  
[X Link](https://x.com/_samputnam/status/1995329680728006800)  2025-12-01T03:10Z 1045 followers, XXX engagements


"$GH $EXAS $VCYT all smaller plays but $ILMN at $20B validates the sector. Four solid earnings in one space is rare. Genetic screening theme is money"  
[X Link](https://x.com/_samputnam/status/1989675118239301632)  2025-11-15T12:41Z 1045 followers, XXX engagements


"$QS trades hundreds of millions dailysuper liquid. Down XX% recently but volatile plays can rip. Just know what youre getting into with that kind of range"  
[X Link](https://x.com/_samputnam/status/1998064999860678903)  2025-12-08T16:19Z 1045 followers, XXX engagements


"$EOSE trades maybe 5M shares daily at $10+ so roughly $50-80M volume. You can put $800K in with a click and not move it. Thats enough liquidity for real money. Not you VCs"  
[X Link](https://x.com/_samputnam/status/1998065745012592877)  2025-12-08T16:22Z 1045 followers, XX engagements


"Most marijuana stocks are penny stocks with terrible charts$CGC $ACB $CRON $TLRY all look choppy and ugly. The only one with juice is $SNDL but even thats too volatile to trade cleanly. The ETF is the only clean play here. And still have to be careful with $MSOS"  
[X Link](https://x.com/_samputnam/status/1978874916469342460)  2025-10-16T17:25Z 1041 followers, XXX engagements


"Comparing $REAL to $ETSY and $TDUP (ThredUp)but if $POSH couldn't survive maybe the comparable set isn't as exciting as the outlier"  
[X Link](https://x.com/_samputnam/status/1988985522690355311)  2025-11-13T15:01Z 1041 followers, XXX engagements


"When $POSH delisted the entire peer group got murky. $ETSY and $TDUP are comparables but luxury focus vs mass market changes the margin profile entirely"  
[X Link](https://x.com/_samputnam/status/1988985652071825483)  2025-11-13T15:01Z 1041 followers, XXX engagements


"$ARRY solar doing well but $HAL and $VLO are the refinery plays. When contractors and refiners both show strength that's the entire energy supply chain working. $HAL biggest contractor cleanest chart just reported"  
[X Link](https://x.com/_samputnam/status/1989179862951846379)  2025-11-14T03:53Z 1039 followers, XXX engagements


"Energy names like $XOM $CVX $PAR $DINO $EQT all moving up recently despite market chop. Some slow-moving some sideways for months but trend is clear. $RIG fits this rotation perfectlydeepwater drilling with massive backlog and earnings beat"  
[X Link](https://x.com/_samputnam/status/1990963988352393602)  2025-11-19T02:02Z 1040 followers, XXX engagements


"$DLR (Digital Realty) is the play if you want a pure data center bet via REIT. But for Bitcoin miners transitioning to AI compute $IREN leads with that Microsoft hyperscaler contract"  
[X Link](https://x.com/_samputnam/status/1991284076846690452)  2025-11-19T23:14Z 1041 followers, XXX engagements


"While $ARRY broke down after earnings and looks choppy the solar tracker space is heating up. Winners and losers getting separated fastchart structure matters more than ever"  
[X Link](https://x.com/_samputnam/status/1991739533164241061)  2025-11-21T05:24Z 1041 followers, XX engagements


"Solar tracker companies like $NXT and $ARRY are showing divergence. One holding key support one breaking down. In choppy markets relative strength reveals the next leaders"  
[X Link](https://x.com/_samputnam/status/1991739652718621077)  2025-11-21T05:25Z 1041 followers, XXX engagements


"$COR earnings reaction holding perfectly while the market chops. $80B quarterly revenue in pharma distribution. Generic drugs + clinical trial support. Massive logistics play in healthcare. 💊"  
[X Link](https://x.com/_samputnam/status/1992343991417966759)  2025-11-22T21:26Z 1041 followers, XX engagements


"$COR (Cencora) does pharma logistics at scale$80B in revenue per quarter. They distribute brand name generic drugs and medical supplies. Think Amazon-level infrastructure for healthcare"  
[X Link](https://x.com/_samputnam/status/1992344034468348147)  2025-11-22T21:26Z 1041 followers, XX engagements


"$COR provides software and supply chain solutions for healthcareinventory management ordering logistics. Like a 3PL for hospitals. That's sticky recurring revenue at massive scale"  
[X Link](https://x.com/_samputnam/status/1992344104760668427)  2025-11-22T21:27Z 1041 followers, XX engagements


"Money flows somewhere even when $SPY dumps. Right now it's bonds $GLD natural gas biotech and pharma. $COR checks the pharma box without binary trial risk"  
[X Link](https://x.com/_samputnam/status/1992344138692678060)  2025-11-22T21:27Z 1041 followers, XX engagements


"$COR merged from two companies (Cardinal/McKesson territory) evolved past opioid lawsuits now well above 2014 highs. Rocky history clean present. Chart looks ready"  
[X Link](https://x.com/_samputnam/status/1992344158443569272)  2025-11-22T21:27Z 1041 followers, XX engagements


"Unlike biotech plays - $NTLA got destroyed XX% on trial data $CRSP choppy - $COR has $80B revenue and no binary risk. You're buying distribution infrastructure not drug trials"  
[X Link](https://x.com/_samputnam/status/1992344243780866343)  2025-11-22T21:27Z 1041 followers, XXX engagements


"When $NVDA beat earnings and still sold off at 10:30am the next day smart money rotated. $UNG up slightly biotech up energy mixedbut $COR in pharma is holding the cleanest chart"  
[X Link](https://x.com/_samputnam/status/1992344269663985818)  2025-11-22T21:27Z 1041 followers, XX engagements


"$DHT already reported earnings and held up beautifully. $INSW did the same. $STNG holding support too. But $FRO just reported - freshest catalyst of the group"  
[X Link](https://x.com/_samputnam/status/1992644777427288473)  2025-11-23T17:21Z 1040 followers, XXX engagements


"Four maritime shippers all look identical: $FRO $DHT $INSW $STNG. Money flowing into the entire sector. But $FRO just cleared the earnings risk while others are mid-cycle"  
[X Link](https://x.com/_samputnam/status/1992644827058766018)  2025-11-23T17:22Z 1040 followers, XX engagements


"Pharma ETF $PPH and healthcare $XLV are absorbing capital as tech implodes. $MCK is the standout individual nameinstitutional ownership increasing chart pristine sector tailwinds strong"  
[X Link](https://x.com/_samputnam/status/1992706698575044886)  2025-11-23T21:27Z 1041 followers, XX engagements


"$KEYS is the safer play if $CAT's permitting and data center buildout risks worry you. More evergreen revenue stream via 5G/6G and lab equipment"  
[X Link](https://x.com/_samputnam/status/1993501205025505363)  2025-11-26T02:04Z 1040 followers, XX engagements


"Biotech names like $TVTX and $NAMS interesting but risky after seeing $INZY and others crater on trial data. $ISRG's device business has different risk profile entirely"  
[X Link](https://x.com/_samputnam/status/1993690447059800292)  2025-11-26T14:36Z 1040 followers, 1146 engagements


"Power is the unsolved equation in AI data centers. $AEP generates $6B revenue up XX% YoY positioning as the backbone for hyperscaler buildout"  
[X Link](https://x.com/_samputnam/status/1994224288119869574)  2025-11-28T01:58Z 1041 followers, XX engagements


"$AEP offers diversified energy exposurecoal natural gas nuclear hydro solarwithout betting on a single power source at the bottom"  
[X Link](https://x.com/_samputnam/status/1994224333619654798)  2025-11-28T01:58Z 1041 followers, XX engagements


"Chart setup on $AEP showing classic flag pattern. Risk $X for potential $10+ upside as it consolidates near support at $121.50"  
[X Link](https://x.com/_samputnam/status/1994224350820528423)  2025-11-28T01:58Z 1041 followers, XX engagements


"$AEP subsidiary Indiana Michigan Power has explicit deals with $AMZN $MSFT and $GOOGL. Direct pipeline to hyperscaler demand"  
[X Link](https://x.com/_samputnam/status/1994224392629297402)  2025-11-28T01:58Z 1041 followers, XX engagements


"$AEP announced $70B five-year capex plan targeting XX% annual customer growth. Bigger than their entire market capmassive infrastructure bet"  
[X Link](https://x.com/_samputnam/status/1994224484807516434)  2025-11-28T01:59Z 1041 followers, XX engagements


"$AEP didn't participate in the recent market bounce which means it's not overbought. Perfect setup as other utilities are already extended"  
[X Link](https://x.com/_samputnam/status/1994224527945986517)  2025-11-28T01:59Z 1041 followers, XX engagements


"$AEP strong relative strength when market dropped in October. Beat earnings despite tough quarter for most namesresilience matters"  
[X Link](https://x.com/_samputnam/status/1994224580194443464)  2025-11-28T01:59Z 1041 followers, XX engagements


"$AEP partnership with $BE (Bloom Energy) for mobile power generation. XAI used Bloom to power massive data centers in months not years"  
[X Link](https://x.com/_samputnam/status/1994224623940984997)  2025-11-28T01:59Z 1041 followers, XXX engagements


"Nuclear plays like $OKLO down significantly along with $SMR. Safer bet $AEP gives you nuclear exposure plus every other energy source"  
[X Link](https://x.com/_samputnam/status/1994224653347225879)  2025-11-28T01:59Z 1041 followers, XXX engagements


"$BTU and other coal stocks doing well but why bet on one fuel source $AEP gives you the full energy portfolio play"  
[X Link](https://x.com/_samputnam/status/1994224935963611461)  2025-11-28T02:00Z 1041 followers, XXX engagements


"While $OKLO and small modular reactor plays crater $AEP quietly signs deals with $AMZN Web Services $MSFT and $GOOGL for data center power"  
[X Link](https://x.com/_samputnam/status/1994225016943104222)  2025-11-28T02:01Z 1041 followers, XXX engagements


"$BE (Bloom Energy) partnership with $AEP means on-site power generation for data centers. XAI proved this model works at scale"  
[X Link](https://x.com/_samputnam/status/1994225044331942172)  2025-11-28T02:01Z 1041 followers, XXX engagements


"$TVTX chart looks great but you're risking a biotech blowup event. Not worth the risk when safer setups exist elsewhere"  
[X Link](https://x.com/_samputnam/status/1994421418906268145)  2025-11-28T15:01Z 1040 followers, XX engagements


"$FROG or $ASTS Software with solid earnings vs space telecom with massive backlog. Two different plays same 2021 IPO class looking early"  
[X Link](https://x.com/_samputnam/status/1994531588768473480)  2025-11-28T22:19Z 1040 followers, XXX engagements


"$FROG has XX customers doing over $1M in ARR out of 5000 total customers. Enterprise DevOps with serious small customer base expansion potential"  
[X Link](https://x.com/_samputnam/status/1994531806251450549)  2025-11-28T22:20Z 1039 followers, XX engagements


"Energy names showing relative strength: $BKR held up while the market dropped and isn't super extended yet. Could be interesting on any pullback"  
[X Link](https://x.com/_samputnam/status/1994785891743928419)  2025-11-29T15:09Z 1041 followers, XX engagements


"$BKR in a similar setup to other energy nameswent sideways as the market fell. If it pulls back to the breakout level that's where risk/reward gets attractive"  
[X Link](https://x.com/_samputnam/status/1994785909368332450)  2025-11-29T15:09Z 1041 followers, XX engagements


"$BKR sitting at breakout levels after a slow steady climb. You can risk the breakout level here which makes the setup cleaner than chasing extended names"  
[X Link](https://x.com/_samputnam/status/1994786049688530948)  2025-11-29T15:10Z 1041 followers, XX engagements


"$BKR broke out of the flag pattern at a perfect entry. Trading $150M daily volume means you can move size without slippage. Looking for XX% to $55"  
[X Link](https://x.com/_samputnam/status/1994951236307882234)  2025-11-30T02:06Z 1041 followers, XX engagements


"$BTU $BKR - Both showing relative strength while SPY chopped sideways through November. Revenue beat estimates in Q3 despite lower coal prices. Energy setup of the month"  
[X Link](https://x.com/_samputnam/status/1994951254498578891)  2025-11-30T02:06Z 1041 followers, XXX engagements


"SPY chopped down since early November. During that chop $BKR went sideways - that's relative strength. Now both are turning up together"  
[X Link](https://x.com/_samputnam/status/1994951703981167031)  2025-11-30T02:08Z 1041 followers, XX engagements


"$NEM and other gold stocks probably pulling back despite strong gold futures. Higher low formation but resistance overhead. Patience required"  
[X Link](https://x.com/_samputnam/status/1995507638881431718)  2025-12-01T14:57Z 1040 followers, XX engagements


"$CEG $VRT $AEP - only X energy names worth trading right now. Everything else like $DUK and $SO moves X% a day. Waste of time in this market"  
[X Link](https://x.com/_samputnam/status/1995602912761049473)  2025-12-01T21:16Z 1041 followers, XX engagements


"$AEP breaking out to $XXX on 100M volume. Moves X% daily (exciting in this market lol). Worth watching if $CEG and $VRT already ran too much"  
[X Link](https://x.com/_samputnam/status/1995603215115804708)  2025-12-01T21:17Z 1041 followers, XX engagements


"$AEP built a base and broke out but it was after hours on low volume. Real breakout at $XXX is more interesting. Still needs to pull back first though"  
[X Link](https://x.com/_samputnam/status/1995603760236855415)  2025-12-01T21:19Z 1041 followers, XX engagements


"December volume tends to drop off. Were already seeing it. Month-end selling could create opportunities in extended names like $IQV and others that have been grinding higher steadily"  
[X Link](https://x.com/_samputnam/status/1995841560379056560)  2025-12-02T13:04Z 1040 followers, XX engagements


"$REAL revenue up XX% YoY with 20M members. Unprofitable but scaling fast with Gucci and Burberry partnerships. Watch the XXXX level"  
[X Link](https://x.com/_samputnam/status/1995932861875323273)  2025-12-02T19:07Z 1039 followers, XX engagements


"Centrus Energy $LEU has $75M revenue up XX% YoY. Their enriched uranium segment generated $45M. Been around XX years with real revenuenot just a speculation play"  
[X Link](https://x.com/_samputnam/status/1996374704958103621)  2025-12-04T00:23Z 1040 followers, XXX engagements


"$LEU at $XXX targeting $300+ isn't crazy given the 6-month move from $XX to $XXX. Low-enriched uranium segment holds XX% of their $4B backloglong-term thesis solid"  
[X Link](https://x.com/_samputnam/status/1996374931517640997)  2025-12-04T00:24Z 1039 followers, XXX engagements


"$BBAI was supposed to be the next $PLTR but it's not holding up. $CLSK went from Bitcoin miner to data centers and the earnings reaction looks solid. Not every AI pivot works but when they do you see it in the chart"  
[X Link](https://x.com/_samputnam/status/1996677561225547995)  2025-12-04T20:26Z 1041 followers, XXX engagements


"$IQV has more bookings than billings with a $30B backlog. It's the data center phenomenon but in healthcareboring stable and impossible for Trump admin to cut"  
[X Link](https://x.com/_samputnam/status/1996722916164046905)  2025-12-04T23:26Z 1040 followers, XX engagements


"$IQV does everything in healthcare that isn't doctors or hospital employees. Clinical research diagnostics data analytics. The boring stuff that never goes away"  
[X Link](https://x.com/_samputnam/status/1996722975421157871)  2025-12-04T23:27Z 1040 followers, XX engagements


"Healthcare like $IQV holding up even during crypto liquidations and Trump-China rare earth drama. When everything's topsy-turvy stick with what's always needed"  
[X Link](https://x.com/_samputnam/status/1996723026797236597)  2025-12-04T23:27Z 1040 followers, XX engagements


"$IQV with $2B in new bookings alone. R&D solutions analytics contract sales. Not spicy just profitable. No FDA trial risk to gap you down 40%"  
[X Link](https://x.com/_samputnam/status/1996723067238641863)  2025-12-04T23:27Z 1040 followers, XX engagements


"$XLV could break out if big funds are watching. When healthcare ETFs move individual stocks like IQV get tailwinds"  
[X Link](https://x.com/_samputnam/status/1996723168090710336)  2025-12-04T23:27Z 1040 followers, XX engagements


"$MEDP holding up pretty well despite a fake breakout. Went down six days straight while $IQV stayed resilientmaybe not totally correlated"  
[X Link](https://x.com/_samputnam/status/1996723187287990782)  2025-12-04T23:27Z 1040 followers, XX engagements


"Healthcare and education are always cash cows. $IQV sits right in that sweet spotrecession-resistant boring and profitable"  
[X Link](https://x.com/_samputnam/status/1996723274626076825)  2025-12-04T23:28Z 1040 followers, XX engagements


"$IQV $MEDP If MEDP tanks below earnings watch your IQV position. Otherwise they're not moving in lockstepdifferent enough to isolate"  
[X Link](https://x.com/_samputnam/status/1996723316564824536)  2025-12-04T23:28Z 1040 followers, XX engagements


"$IQV moves X% a daynot holding your life in your hands. Patient engagement R&D tools contract sales. Steady not sexy"  
[X Link](https://x.com/_samputnam/status/1996723378376351979)  2025-12-04T23:28Z 1040 followers, XX engagements


"$XLV $IQV Healthcare doing awesome while market chops. Trump admin isn't cutting obscure health data infrastructure. Too boring to target"  
[X Link](https://x.com/_samputnam/status/1996723400450998308)  2025-12-04T23:28Z 1040 followers, XX engagements


"Solar plays like $FSLR $NXT and $ARRY all ran hard in August-September. Accept we might not get another run like that for months"  
[X Link](https://x.com/_samputnam/status/1997101909035937892)  2025-12-06T00:32Z 1040 followers, XX engagements


"$LMND covers property and casualty. $ROOT does auto. Neither are profitable but only one has a chart worth buying"  
[X Link](https://x.com/_samputnam/status/1997102305120801110)  2025-12-06T00:34Z 1040 followers, 1067 engagements


"$HIPO doesnt have the liquidity and the chart is choppy. $LMND is the only clean InsurTech setup worth trading right now"  
[X Link](https://x.com/_samputnam/status/1997102378542076132)  2025-12-06T00:34Z 1040 followers, XX engagements


"Comparing $LMND to $ALL or $PGR is like judging $IREN based on how $GOOGL trades. The client relationship doesnt make them move together"  
[X Link](https://x.com/_samputnam/status/1997102482892132824)  2025-12-06T00:35Z 1040 followers, XXX engagements


"$MAGS flag forming with XX cents risk for $X upside. Equal-weighted $SPY up XX% since Oct 2023 but $SPY up 70-80%. Tech concentration wins"  
[X Link](https://x.com/_samputnam/status/1997324003552162244)  2025-12-06T15:15Z 1040 followers, XX engagements


"RichTech Robotics $RR doing robotic bartenders moved up this week. Serve Robotics $SERV also caught bid. Whole sector responding to Trump robotics EO rumor"  
[X Link](https://x.com/_samputnam/status/1997324187099177339)  2025-12-06T15:16Z 1040 followers, XXX engagements


"$AMPX and $EOSE are battery plays worth watching. $EOSE does wind and solar (not Nextera though). Edison NJ location sounds good because Thomas Edison"  
[X Link](https://x.com/_samputnam/status/1997324292246151255)  2025-12-06T15:16Z 1040 followers, XXX engagements


"$CRWV turning up finally10% chance this becomes the next hyperscaler. $QS $EOSE $AMPX all battery plays taking shape for infrastructure build"  
[X Link](https://x.com/_samputnam/status/1997324378778788300)  2025-12-06T15:16Z 1040 followers, XXX engagements


"$RBRK Rubrik: The cybersecurity play everyones sleeping on. Just had earnings fits the right company at the right time criteria. Same category as CrowdStrike but earlier in the chart setup"  
[X Link](https://x.com/_samputnam/status/1997399629860643294)  2025-12-06T20:15Z 1040 followers, XXX engagements


"$RBRK sitting at a critical $XX level with massive volume. Risk $1-2 target $105+ over a month. Thats 20%+ upside with defined downside. This is how you actually manage risk"  
[X Link](https://x.com/_samputnam/status/1997399673343021341)  2025-12-06T20:16Z 1039 followers, XX engagements


"Cybersecurity stocks are boring until theyre not. $RBRK $CRWD $ZSnobody appreciates them when theyre working. But companies still have to pay for them which means predictable revenue"  
[X Link](https://x.com/_samputnam/status/1997399705286828482)  2025-12-06T20:16Z 1040 followers, XXX engagements


"$RBRK trades $850M daily volume. You can put real size into this without moving the market. Compare that to low-float meme plays where youre the exit liquidity"  
[X Link](https://x.com/_samputnam/status/1997399741445935161)  2025-12-06T20:16Z 1039 followers, XX engagements


"$CRWD had the blue screen of death news but theyre so locked into enterprise systems theyre untouchable. Thats the moat. $RBRK has similar characteristics"  
[X Link](https://x.com/_samputnam/status/1997400843830624595)  2025-12-06T20:20Z 1039 followers, XXX engagements


"$ZS is a falling knife right now. Just because a sector is hot doesnt mean every stock in it is buyable. Wait for structure. $RBRK has it ZS doesnt"  
[X Link](https://x.com/_samputnam/status/1997400898444623953)  2025-12-06T20:20Z 1041 followers, XXX engagements


"The $RBRK play if futures gap down: Buy at $XXXXX risk the after-hours low at $XXXXX. Make $XX targeting $XXX. Thats X% of a $500K portfolio = $10K in a month"  
[X Link](https://x.com/_samputnam/status/1997400932540174492)  2025-12-06T20:21Z 1040 followers, XXX engagements


"The $RBRK chart has been sideways for months building a massive base at $XX. These compression patterns lead to expansion. Just need a catalystearnings provided it"  
[X Link](https://x.com/_samputnam/status/1997401164552311025)  2025-12-06T20:22Z 1039 followers, XXX engagements


"Risk management: $IOT at $XX risking $XX = $X risk for $10+ reward. $RBRK at $XX risking $XX = $X risk for $XX reward. Find asymmetric setups not lottery tickets"  
[X Link](https://x.com/_samputnam/status/1997401306500116973)  2025-12-06T20:22Z 1039 followers, XXX engagements


"$VSCO went from zero retail sales during COVID to XX% e-commerce. Thats not a comeback story thats a masterclass in adaptation. Victorias Secret figured out what others couldnt"  
[X Link](https://x.com/_samputnam/status/1997431008669401547)  2025-12-06T22:20Z 1040 followers, XX engagements


"Women can detect 1/16th inch differences in bra sizing. Thats why $VSCO stores still matter in an Amazon world. Some things you just have to try on"  
[X Link](https://x.com/_samputnam/status/1997431045411557521)  2025-12-06T22:20Z 1041 followers, XX engagements


"$INSP chart building a textbook flag pattern at $XXX breakout level. Risk a dollar to make ten. Thats not gambling thats geometry"  
[X Link](https://x.com/_samputnam/status/1997431257244807596)  2025-12-06T22:21Z 1041 followers, XX engagements


"The AI bubble talk will hit the whole market anyway. No point worrying about $CIEN specifically unless theres company-specific news"  
[X Link](https://x.com/_samputnam/status/1997864533323579582)  2025-12-08T03:03Z 1040 followers, XX engagements


"$HOOD repurchased $80M in shares. $CIEN has data center backlog. Facts matter but the chart is still what gets you paid"  
[X Link](https://x.com/_samputnam/status/1997864574276743631)  2025-12-08T03:03Z 1040 followers, XX engagements


"If $CIEN gaps up Monday wait. If it goes sideways or dips slightly then breaks XXX you want to already be in from lower"  
[X Link](https://x.com/_samputnam/status/1997864938111676879)  2025-12-08T03:04Z 1040 followers, XX engagements


"$CLS gapping up pre-market but the broader market isnt. Isolated strength. Ideally it pulls back to test support before movingthats when price agreement tightens"  
[X Link](https://x.com/_samputnam/status/1998064910530449827)  2025-12-08T16:19Z 1040 followers, XX engagements


"$KITT and $IRBT can trap youlook back at when it traded 100K shares/day at a dollar. Thats $100K daily volume. Youre stuck. Liquidity NOW doesnt mean liquidity LATER with small caps"  
[X Link](https://x.com/_samputnam/status/1998066070368702974)  2025-12-08T16:24Z 1040 followers, XXX engagements


"The shift makes sense. Mining fees are nothing compared to providing compute for AI workloads. $NFLX recommendations fraud detection credit scoresall need massive processing power"  
[X Link](https://x.com/_samputnam/status/1998096537986228322)  2025-12-08T18:25Z 1041 followers, XX engagements


"$CIFR has a gigawatt joint venture in Texas. That's serious capacity. 2B cash runway against their debt load. These $AMZN (AWS) contracts take time to reach profitability"  
[X Link](https://x.com/_samputnam/status/1998096599973765625)  2025-12-08T18:25Z 1040 followers, XXX engagements


"Bitcoin miners realizing the picks-and-shovels play. Better to own the infrastructure hyperscalers need than mine crypto. $CIFR and $WULF got there first"  
[X Link](https://x.com/_samputnam/status/1998096627849179541)  2025-12-08T18:25Z 1041 followers, XXX engagements


"$AMZN and $GOOGL aren't willy-nilly handing out 5B and 4B contracts. The debt $CIFR and $WULF carry got scrutinized hard. Hyperscalers did the credit work for us"  
[X Link](https://x.com/_samputnam/status/1998096795285823950)  2025-12-08T18:26Z 1040 followers, XXX engagements


"Convertible notes all over $WULF balance sheet. That's how they funded the buildout. Warrants convert to shares above strike. Dilution instruments but necessary for capital raises"  
[X Link](https://x.com/_samputnam/status/1998096815284253065)  2025-12-08T18:26Z 1041 followers, XX engagements


"Cipher founded 2021. $WULF similar timeline. Both caught the transition window when hyperscalers realized they needed external data center capacity fast"  
[X Link](https://x.com/_samputnam/status/1998097023401447867)  2025-12-08T18:27Z 1040 followers, XX engagements


"$RBRK closed at $XXXXX first day after earnings. Risk XX cents off that level look for $X. Even better would be a breakout over $100"  
[X Link](https://x.com/_samputnam/status/1998142749590061120)  2025-12-08T21:28Z 1040 followers, XXX engagements


"$EOSE and $AMPX are battery storage plays in the same bucket. When a stock does nothing for X days you can risk XX cents to make a dollar. Thats the setup here"  
[X Link](https://x.com/_samputnam/status/1995184541242216756)  2025-11-30T17:33Z 1040 followers, XXX engagements


"$SLDP vs $EOSE - both battery plays both leveling out both sympathetic to each other. Good to look at both when one is setting up. $AMPX closer comp to SLDP technically"  
[X Link](https://x.com/_samputnam/status/1995185761092596018)  2025-11-30T17:38Z 1040 followers, XXX engagements


"$FSLY edge computing play with 150M revenue up XX% YoY. Beat Wall Street estimates and chart shows strong earnings reaction. Watching the December 6th setup closely"  
[X Link](https://x.com/_samputnam/status/1996312808451895646)  2025-12-03T20:17Z 1040 followers, XX engagements


"Compare $NET vs $FSLY earnings reactions - Cloudflare looks like trash Fastly actually held up solid. Chart structure matters more than brand recognition"  
[X Link](https://x.com/_samputnam/status/1996313143362945112)  2025-12-03T20:18Z 1040 followers, XXX engagements


"$TSLA showed us false breakout after false breakout before the stratosphere move. Volatility contraction is a feature not a bug. Same pattern playing out in $FSLY"  
[X Link](https://x.com/_samputnam/status/1996313220429001004)  2025-12-03T20:18Z 1040 followers, XXX engagements


"$FSLY down huge from 2021 like most software plays but $150M revenue and improving margins. Sometimes the comeback story is the best setup"  
[X Link](https://x.com/_samputnam/status/1996313343477403803)  2025-12-03T20:19Z 1040 followers, XXX engagements


"$TWLO tested support and held. Not the prettiest flag but risk yesterday's low for $10-20 upside to XXX. That's the trade when you've got XX% AI voice growth as the fundamental backdrop"  
[X Link](https://x.com/_samputnam/status/1996677289875300459)  2025-12-04T20:25Z 1046 followers, XX engagements


"$SUPV at 1190 support with moving averages crossing. Risk XX cents for a few dollars of upside. Milei's Argentina is the macro story but this specific company held earnings when $MELI didn't - that's your edge"  
[X Link](https://x.com/_samputnam/status/1996677605638991922)  2025-12-04T20:26Z 1041 followers, XXX engagements


"$ANF rocketed up just like the rest. Did they have that influencer brand campaign Either way retail survivors are printing money right now"  
[X Link](https://x.com/_samputnam/status/1996723148859834778)  2025-12-04T23:27Z 1043 followers, XX engagements


"$URBN $AEO $ANF $KSS The entire sector is ripping. Few retailers survived the apocalypse now they're monopolizing the space"  
[X Link](https://x.com/_samputnam/status/1996723206405636475)  2025-12-04T23:28Z 1042 followers, XX engagements


"$ENPH and $RUN had massive 2021 runs but havent shown any life since August. Dead money compared to $NXT right now"  
[X Link](https://x.com/_samputnam/status/1997102095070036113)  2025-12-06T00:33Z 1041 followers, XXX engagements


"The $XX shelf on $NXT is your line in the sand. Below that and the setup is broken. Above it and youre risking 1-2% for a XX% runner"  
[X Link](https://x.com/_samputnam/status/1997102344534675568)  2025-12-06T00:34Z 1045 followers, XX engagements


"$NXT can be bought over $XX risking back to the previous high. Thats roughly X% risk for a potential XX% move to new highs"  
[X Link](https://x.com/_samputnam/status/1997102592824864858)  2025-12-06T00:35Z 1045 followers, XX engagements


"$IRBT sitting at a key $XXXX level after riding massive volume surge. Risk XX cents for a dollar move. Not correlated to market action = independent momentum play"  
[X Link](https://x.com/_samputnam/status/1997323915916357671)  2025-12-06T15:15Z 1045 followers, XX engagements


"Why buy $MSFT after OpenAI equity drama or $TSLA after parabolic move $MAGS gives you exposure without picking wrong entry points"  
[X Link](https://x.com/_samputnam/status/1997324060808585465)  2025-12-06T15:15Z 1045 followers, XX engagements


"$IRBT at $X is achievable for 20-30% move in days. Set stop 10-20 cents below key level and let it run. Liquidity improved massively with recent volume"  
[X Link](https://x.com/_samputnam/status/1997324081062904068)  2025-12-06T15:15Z 1040 followers, XX engagements


"Technical analysis on $VIX is dumb (it's put volume measure) but TA on ETFs like $MAGS $ARKK totally works when everyone else is doing it too"  
[X Link](https://x.com/_samputnam/status/1997324590226329906)  2025-12-06T15:17Z 1045 followers, XX engagements


"$ANF earnings pullback after a XX% gap-up Thats not weaknessthats your entry point. Risk the $XX level and thank me later"  
[X Link](https://x.com/_samputnam/status/1997431091037102230)  2025-12-06T22:20Z 1042 followers, XX engagements


"$ANF gap-filled and holding above prior resistance at $XX. When price agreement meets earnings beats you get setups like this"  
[X Link](https://x.com/_samputnam/status/1997431370176405879)  2025-12-06T22:22Z 1042 followers, XX engagements


"When $ANF moves XX% on earnings then pulls back XX% of that move technical traders call that structure. I call it a gift"  
[X Link](https://x.com/_samputnam/status/1997431838390808848)  2025-12-06T22:23Z 1042 followers, XX engagements


"$XOM and $CVX follow oil price moves differently than $DVN. Market cap mattersDevon reacts faster to crude changes than the giants"  
[X Link](https://x.com/_samputnam/status/1997774559827677419)  2025-12-07T21:05Z 1041 followers, XXX engagements


"$XOM mirrors $DVN setup but bigger companies dampen the moves. October oil drop barely touched Exxon's chart structure while Devon felt it more"  
[X Link](https://x.com/_samputnam/status/1997774772160102750)  2025-12-07T21:06Z 1043 followers, XX engagements


"$XPO sitting at a clear price level after 2.5M shares traded in one day. Someone wants this stock. Flag formation into earningsprice will make a choice here"  
[X Link](https://x.com/_samputnam/status/1997808211341320532)  2025-12-07T23:19Z 1045 followers, XX engagements


"Pick real companies with recent earnings. $XPO and $MDB both reported. Dont gamble on startups when you can buy proven revenue at technical levels"  
[X Link](https://x.com/_samputnam/status/1997808316844749024)  2025-12-07T23:19Z 1043 followers, XX engagements


"You dont have to guess which sector goes next. Pick a level stick with it. Dont jump around or youll have a bad time. $XPO at $XXX $MDB at $400"  
[X Link](https://x.com/_samputnam/status/1997809262106685875)  2025-12-07T23:23Z 1043 followers, XX engagements


"Everyone screaming about data center depreciation schedules being the next Enron. Meanwhile $CIEN $LITE $COHR just keep going up"  
[X Link](https://x.com/_samputnam/status/1997865236888801628)  2025-12-08T03:06Z 1045 followers, XXX engagements


"$COHR had a massive earnings move sold off with the market but the sector is clearly working. Physics companies eating right now"  
[X Link](https://x.com/_samputnam/status/1997865349962944825)  2025-12-08T03:06Z 1042 followers, XXX engagements


"$LITE went absolutely insane while the market was selling off. Optical communications for data centers. Sometimes individual stocks ignore broader weakness"  
[X Link](https://x.com/_samputnam/status/1997865406581841996)  2025-12-08T03:06Z 1045 followers, XX engagements


"$WULF doing the same play as Cipher. Ex-Bitcoin miner turned data center operator. $GOOGL backs their Fluid Stack agreement. Two companies same transition story"  
[X Link](https://x.com/_samputnam/status/1998096518646202750)  2025-12-08T18:25Z 1040 followers, XX engagements


"$WULF landed XXX megawatts with $GOOGL as backstop. 10-year deal worth 4B works out to roughly 300M/year. Rule of thumb: million bucks per megawatt annually"  
[X Link](https://x.com/_samputnam/status/1998096647973421230)  2025-12-08T18:25Z 1040 followers, XX engagements


"$GOOGL holds 70M warrants in $WULF at a penny. Issued late August. Not worried about dilution spiral herethis is a 10-year partnership not a pump scheme"  
[X Link](https://x.com/_samputnam/status/1998096665321046075)  2025-12-08T18:25Z 1040 followers, XXX engagements


"$CIFR holding tighter than $WULF right now. Price action preference matters when both have similar fundamental narratives. $AMZN backing versus $GOOGL backing"  
[X Link](https://x.com/_samputnam/status/1998096833751703657)  2025-12-08T18:26Z 1040 followers, XXX engagements


"$CIFR trading 30M in first XX minutes at $XX. Enough liquidity to move size. $WULF has lower volume1.5M shares versus 3M on similar price point"  
[X Link](https://x.com/_samputnam/status/1998096950726684700)  2025-12-08T18:26Z 1040 followers, XXX engagements


"The recommendation algorithms running $NFLX and YouTube need compute infrastructure. $CIFR and $WULF transitioned from using that compute to providing it"  
[X Link](https://x.com/_samputnam/status/1998096970590941656)  2025-12-08T18:26Z 1040 followers, XXX engagements


"$ZS had earnings a week ago and nothing. You buy here it goes down more. You buy there it goes down more. Timing these is brutal"  
[X Link](https://x.com/_samputnam/status/1998142417292382640)  2025-12-08T21:27Z 1040 followers, XX engagements


"$TSLA breakout lesson: if you're buying when there's huge volume you're late to the party. The time to buy was earlier when nobody cared"  
[X Link](https://x.com/_samputnam/status/1998142504731025513)  2025-12-08T21:27Z 1040 followers, XX engagements


"$GEV peers: Siemens makes gas and steam turbines Mitsubishi Power makes heavy duty turbines Schneider Electric does grid solutions. But $GEV is the cleanest US play"  
[X Link](https://x.com/_samputnam/status/1998142795488649598)  2025-12-08T21:29Z 1040 followers, XX engagements


"Lesson from $NTLA: Sometimes biotechs just keep ripping until trial news hits. Technical analysis works until it doesn't. That's why you need to know what the company actually doesyou don't want to get caught in binary events"  
[X Link](https://x.com/_samputnam/status/1994612756918776133)  2025-11-29T03:41Z 1045 followers, XXX engagements


"Energy names mixed: $PARR and $DVN up but $NEE and others selling off slightly despite the $XLE ETF rising. Sector rotation within energy continues. Pick your spots carefully"  
[X Link](https://x.com/_samputnam/status/1995841386470637880)  2025-12-02T13:04Z 1045 followers, XX engagements


"$MAGS ETF is the smart way to play tech without chasing $GOOGL after two big runs or $TSLA after XX% in two weeks. Sometimes you don't want individual names"  
[X Link](https://x.com/_samputnam/status/1997323932190314792)  2025-12-06T15:15Z 1045 followers, XX engagements


"Buy the breakout or buy the pullback With $INSP at $XXX support youre risking X% for a 4%+ move. Do the math"  
[X Link](https://x.com/_samputnam/status/1997431405752516712)  2025-12-06T22:22Z 1045 followers, XX engagements


"$INSP went from unprofitable to cash flow positive. Thats the difference between a story stock and a real business"  
[X Link](https://x.com/_samputnam/status/1997431593393123816)  2025-12-06T22:22Z 1045 followers, XXX engagements


"$INSPs neuromodulation device sounds like sci-fi until you see the revenue growth. FDA approval + cash flow = real opportunity"  
[X Link](https://x.com/_samputnam/status/1997431798393958402)  2025-12-06T22:23Z 1045 followers, XXX engagements


"$KITT sitting at $X with $70M backing from $RIG. Shell and Transocean money behind ocean robotics. Trump's robotics executive order rumor already moving the sector"  
[X Link](https://x.com/_samputnam/status/1997774328721481859)  2025-12-07T21:04Z 1045 followers, XXX engagements


"$RIG put $70M into Nauticus initially. Offshore drilling giant backing small-cap robotics play. December 12th matters for positioning"  
[X Link](https://x.com/_samputnam/status/1997774458321277258)  2025-12-07T21:05Z 1045 followers, XX engagements


"$RIG's $70M bet on ocean robotics makes sensemaintaining offshore rigs is expensive and dangerous. Nauticus robotics solves real problem with AI-driven subs"  
[X Link](https://x.com/_samputnam/status/1997774792368288114)  2025-12-07T21:06Z 1045 followers, XXX engagements


"$CIFR just posted 70M revenue in Q3. Former Bitcoin miner pivoting to data center infrastructure. 15-year $AMZN Web Services lease worth 5B. Real estate model where hyperscalers are the tenants"  
[X Link](https://x.com/_samputnam/status/1998096495644733502)  2025-12-08T18:25Z 1045 followers, XXX engagements


"Bitcoin miner turned data center names getting interesting. $IREN is one of the laggards still holding in but doesn't have a higher low yet. $CIFR has been really interesting building up this flag here with tight days that give favorable risk/reward opportunities"  
[X Link](https://x.com/_samputnam/status/1998589214192292013)  2025-12-10T03:02Z 1045 followers, XXX engagements


"Memory names showing strength. $MU coming up to a favorable level $SNDK still being trouble for shorts after that incredible move. $WDC and $STX holding in there super well. Rumor Sam Altman bought tons of memory without near-term plans to use it"  
[X Link](https://x.com/_samputnam/status/1998589408304574788)  2025-12-10T03:03Z 1045 followers, XXX engagements


"$BE is interesting for long-term on mobile energy services for data centers but short-term its just choppy. Big down candles kill the setup"  
[X Link](https://x.com/_samputnam/status/1998713339426517057)  2025-12-10T11:16Z 1045 followers, XXX engagements


"High volume closes work when institutions accumulate over days. They cant pile into $TVTX or $PARR with $40M daily volume. They need $ULTA moving $5B a day"  
[X Link](https://x.com/_samputnam/status/1998716929284907219)  2025-12-10T11:30Z 1045 followers, XX engagements


"Commercial real estate is dead but senior housing $WELL $PEAK $VTR proving age-proof real estate is where the money flows"  
[X Link](https://x.com/_samputnam/status/1989672884428513310)  2025-11-15T12:32Z 1043 followers, XX engagements


"While $NVDA dumps after earnings beat $COR quietly holds gains. Money rotating OUT of tech and INTO pharmaceuticals. Follow the flow not the hype"  
[X Link](https://x.com/_samputnam/status/1992344009952624832)  2025-11-22T21:26Z 1042 followers, XX engagements


"$XEL has NextEra-like potential but needs another month to set up. $NEE already running. $AEP is the Goldilocks timingready now"  
[X Link](https://x.com/_samputnam/status/1994225076497993987)  2025-11-28T02:01Z 1045 followers, XX engagements


"Uranium looked hot but $DNN $UUU are looking ugly now. Had a bounce but the setup's not there. Know when to walk away from yesterday's trade"  
[X Link](https://x.com/_samputnam/status/1994951391031562690)  2025-11-30T02:07Z 1041 followers, XX engagements


"$KSS just posted a XX% increase in net margin as % of sales. Retail crushed Q3 and this ones moving. High volume close at $XX creates a clear risk level. 🛍"  
[X Link](https://x.com/_samputnam/status/1995507145572544530)  2025-12-01T14:55Z 1045 followers, XX engagements


"Both $DVN and $KSS trading under $XX. Low price doesnt mean low opportunity. Sometimes the best setups are in stocks everyone overlooks. 💰"  
[X Link](https://x.com/_samputnam/status/1995507234034618372)  2025-12-01T14:56Z 1045 followers, XX engagements


"$GSAT satellites and real estate tech play $SFTBY keeps interesting company across the whole tech spectrum"  
[X Link](https://x.com/_samputnam/status/1995933800539586873)  2025-12-02T19:11Z 1045 followers, XX engagements


"$FSLY been around since 2011 billion dollar market cap no crazy dilution. Modern AWS-style infrastructure with CDN load balancing image optimization. Revenue guidance bullish"  
[X Link](https://x.com/_samputnam/status/1996313034227126411)  2025-12-03T20:18Z 1040 followers, XXX engagements


"$NET $FSLY both do edge computing but one trades at premium multiple other's at billion dollar market cap with XX% growth. Value gap or value trap"  
[X Link](https://x.com/_samputnam/status/1996313387068772669)  2025-12-03T20:19Z 1045 followers, XXX engagements


"$GEV sitting on billions in backlog orders for power generators. This GE spinoff is the infrastructure play everyone's missing while chasing OpenAI headlines"  
[X Link](https://x.com/_samputnam/status/1996591633370915307)  2025-12-04T14:45Z 1045 followers, XX engagements


"$VST retail electricity provider different story than $GEV. Pullbacks are vicious herethis one deserves caution despite the power angle"  
[X Link](https://x.com/_samputnam/status/1996591974837600341)  2025-12-04T14:46Z 1045 followers, XXX engagements


"$TWLO moving averages all crossed - good spot technically. Risk a dollar or two from here look for $10-20. The XX% voice AI growth number gives you the fundamental reason to believe the technical setup pays off"  
[X Link](https://x.com/_samputnam/status/1996677520868139220)  2025-12-04T20:26Z 1041 followers, XX engagements


"$URBN brands: Urban Outfitters Anthropologie Free People. Real brands with real sales not just hype. Even trying SaaS now"  
[X Link](https://x.com/_samputnam/status/1996723293315887261)  2025-12-04T23:28Z 1042 followers, XX engagements


"$AEO $ANF $KSS American Eagle Abercrombie Kohl'sall had solid earnings reactions. When one retailer works check the whole sector"  
[X Link](https://x.com/_samputnam/status/1996723336827539642)  2025-12-04T23:28Z 1041 followers, XX engagements


"$NXT sitting at a critical $XX support level after earnings. Risk a dollar to make XX if this solar tracking play holds the flag pattern through December 9th"  
[X Link](https://x.com/_samputnam/status/1997101744560456031)  2025-12-06T00:32Z 1045 followers, XX engagements


"$NXT has a $5B backlog up XX% YoY with revenue approaching $1B (up 40%). The fundamentals are screaming but the chart needs to prove itself at $90"  
[X Link](https://x.com/_samputnam/status/1997101826357784777)  2025-12-06T00:32Z 1045 followers, XX engagements


"$NXT never broke its flag pattern even as the market sold off. Thats institutional accumulation showing up in the price action"  
[X Link](https://x.com/_samputnam/status/1997101973531680775)  2025-12-06T00:33Z 1045 followers, XX engagements


"Rate cuts help solar is lazy analysis. Rate cuts help EVERYTHING. What matters is: is there NEW information $NXT $FSLR"  
[X Link](https://x.com/_samputnam/status/1997102055408693675)  2025-12-06T00:33Z 1045 followers, XX engagements


"$NXT increased guidance and the stock went sideways while the market ripped. Thats your discount. Thats your setup"  
[X Link](https://x.com/_samputnam/status/1997102177060327655)  2025-12-06T00:33Z 1045 followers, XX engagements


"Solar is rate-cut sensitive So is every data center buildout for AI. So is basically the entire economy. Focus on whats actually moving. $NXT $FSLR"  
[X Link](https://x.com/_samputnam/status/1997102252280934476)  2025-12-06T00:34Z 1045 followers, XX engagements


"$FTCI shows the growth trajectory of solar tracking companies but $NXT has the tighter setup and better risk/reward into year-end"  
[X Link](https://x.com/_samputnam/status/1997102518229184630)  2025-12-06T00:35Z 1045 followers, XX engagements


"$FSLR is doing better than $NXT but paradoxically harder to position. Sometimes the laggard with clear support is the better trade"  
[X Link](https://x.com/_samputnam/status/1997102554698723399)  2025-12-06T00:35Z 1045 followers, XX engagements


"Windows XX crashes during live streams but $NXT and $LMND charts dont crash. Technical setups technical difficulties. Fml"  
[X Link](https://x.com/_samputnam/status/1997102706071065040)  2025-12-06T00:36Z 1045 followers, XX engagements


"Markets go up. $LMND went up XX% in weeks and people call it only $XX. $NXT approaching $1B revenue and trading at $XX. Price doesnt determine opportunitysetup does"  
[X Link](https://x.com/_samputnam/status/1997102748622327955)  2025-12-06T00:36Z 1045 followers, XX engagements


"Battery storage plays shaping up: $EOSE looks best with higher low forming. $QS (QuantumScape) also setting up. Energy storage is no joke for infrastructure"  
[X Link](https://x.com/_samputnam/status/1997324223841247302)  2025-12-06T15:16Z 1045 followers, XXX engagements


"$ULTA beauty ripping like $ANF. Retail driven by in-person makeup shoppingyou don't put tester lipstick on at home. Store experience still matters"  
[X Link](https://x.com/_samputnam/status/1997324402602463668)  2025-12-06T15:17Z 1045 followers, XX engagements


"$ARKK ETF had interesting breakout setup. Kathy Wood's fundyou may not love long-term picks but can ride 5-10-15% momentum when institutions redistribute"  
[X Link](https://x.com/_samputnam/status/1997324539429024085)  2025-12-06T15:17Z 1045 followers, XX engagements


"$ANF just crushed Q3 with over $1B in revenue up XX% YoY. While youre sleeping on Abercrombie Hollister is quietly growing 15%. The mall isnt deadits just selective"  
[X Link](https://x.com/_samputnam/status/1997430952809648398)  2025-12-06T22:20Z 1042 followers, XX engagements


"Retail is having a moment: $ANF $ULTA $KSS $VSCO all crushing earnings. When the whole sector moves you dont fight ityou ride it"  
[X Link](https://x.com/_samputnam/status/1997431128836256111)  2025-12-06T22:21Z 1043 followers, XX engagements


"$AEO $GPS $URBN all moving on earnings. This isnt a stock pickits a sector rotation. Retail is eating right now"  
[X Link](https://x.com/_samputnam/status/1997431310491566130)  2025-12-06T22:21Z 1045 followers, XX engagements


"$KSS proving that even dead retailers can resurrect. E-commerce didnt kill storesit just made them evolve"  
[X Link](https://x.com/_samputnam/status/1997431488128663794)  2025-12-06T22:22Z 1045 followers, XX engagements


"$ANF isnt a memeits a billion-dollar revenue machine with growing brands. Hollister logo recognition is real and so is the money"  
[X Link](https://x.com/_samputnam/status/1997431537050980431)  2025-12-06T22:22Z 1045 followers, XX engagements


"You shop online until you need it NOW. Thats why $ULTA $ANF $VSCO still win with physical locations. Impulse beats two-day shipping"  
[X Link](https://x.com/_samputnam/status/1997431628944089198)  2025-12-06T22:23Z 1043 followers, XX engagements


"$ANF earnings pullback is your friend not your enemy. The sector is strong the chart is clean the risk is defined"  
[X Link](https://x.com/_samputnam/status/1997431719276790105)  2025-12-06T22:23Z 1045 followers, XX engagements


"$URBN crushing earnings while everyone thought Gen Z only shops on their phones. Turns out they still like storesjust different ones"  
[X Link](https://x.com/_samputnam/status/1997431756828348591)  2025-12-06T22:23Z 1045 followers, XX engagements


"$AEO following the same pattern as $ANFearnings beat gap up healthy consolidation. Retail playbook is writing itself right now"  
[X Link](https://x.com/_samputnam/status/1997431884259684683)  2025-12-06T22:24Z 1045 followers, XX engagements


"E-commerce helps $VSCO $ANF $AEO but doesnt replace them. The store is the showroom the website is the checkout. Both matter"  
[X Link](https://x.com/_samputnam/status/1997432009757544819)  2025-12-06T22:24Z 1045 followers, XX engagements


"$ANF revenue guidance lifted profit beat expectations sales up YoY. Thats three green lights. The question isnt if its how much youre risking"  
[X Link](https://x.com/_samputnam/status/1997432084537712646)  2025-12-06T22:24Z 1042 followers, XX engagements


"$DVN paid off $400M in debt with $800M free cash flow. $4B revenue company doing hydrocarbon exploration. Oklahoma-based with solid fundamentals"  
[X Link](https://x.com/_samputnam/status/1997774412129390768)  2025-12-07T21:05Z 1045 followers, XX engagements