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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 $aep, $wulf, $nxt, ai the most. They currently have XXXXX followers and 3313 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)  [social networks](/list/social-networks)  [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands)  [celebrities](/list/celebrities)  [luxury brands](/list/luxury-brands)  [countries](/list/countries) 

**Social topic influence**
[$aep](/topic/$aep) #5, [$wulf](/topic/$wulf) #65, [$nxt](/topic/$nxt), [ai](/topic/ai), [$anf](/topic/$anf) #34, [money](/topic/money), [$leu](/topic/$leu), [$lbrt](/topic/$lbrt), [$rbrk](/topic/$rbrk) #47, [$iqv](/topic/$iqv) #4

**Top accounts mentioned or mentioned by**
[@tannerstrades](/creator/undefined) [@valckrie](/creator/undefined) [@moistmango12](/creator/undefined) [@theonelanceb](/creator/undefined) [@thelaptoplegend](/creator/undefined) [@realsimpleariel](/creator/undefined) [@stompingllama](/creator/undefined) [@brianleetrades](/creator/undefined) [@theshortbear](/creator/undefined) [@jin67171](/creator/undefined) [@partnersroad](/creator/undefined) [@odddiligence](/creator/undefined) [@tommy2t45103307](/creator/undefined) [@marknewtoncmt](/creator/undefined) [@markminervini](/creator/undefined) [@bjmtweets](/creator/undefined) [@greekyogur82186](/creator/undefined) [@revcap](/creator/undefined) [@mayatrades](/creator/undefined) [@reedgolf19](/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) [Centrus Energy Corp. (LEU)](/topic/$leu) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [Urban Outfitters Inc (URBN)](/topic/$urbn) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Oklo Inc. (OKLO)](/topic/$oklo) [Coreto (COR)](/topic/$cor) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Ciena Corporation (CIEN)](/topic/$cien) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [American Eagle Outfitters (AEO)](/topic/$aeo) [Baker Hughes Co (BKR)](/topic/$bkr) [Fastly, Inc. (FSLY)](/topic/$fsly) [Tesla, Inc. (TSLA)](/topic/$tsla) [QuantumScape Corporation (QS)](/topic/$qs) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Inspect (INSP)](/topic/$insp) [Exxon Mobil (XOM)](/topic/$xom) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Coherent Inc (COHR)](/topic/$cohr) [Coldstack (CLS)](/topic/$cls) [Array Technologies, Inc. Common Stock (ARRY)](/topic/$arry) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Kohl's Corporation (KSS)](/topic/$kss) [First Solar, Inc. (FSLR)](/topic/$fslr) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/$msft) [Transocean LTD. (RIG)](/topic/$rig) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Tidewater, Inc. (TDW)](/topic/$tdw) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Helium IOT (IOT)](/topic/$iot) [Devon Energy Corp (DVN)](/topic/$dvn) [Convex Finance (CVX)](/topic/$cvx) [dHedge DAO (DHT)](/topic/$dht) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [Frontline Ltd. (FRO)](/topic/$fro) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [retard to retired (R/R)](/topic/$rr) [OpenServ (SERV)](/topic/$serv) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Lumen Technologies Inc (LUMN)](/topic/$lumn) [Tenet Healthcare Corporation New (THC)](/topic/$thc) [Palantir (PLTR)](/topic/$pltr) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Frodo the virtual samurai (FROG)](/topic/$frog) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [BigBear.ai Holdings, Inc. (BBAI)](/topic/$bbai) [Realy (REAL)](/topic/$real) [AeroVironment, Inc. (AVAV)](/topic/$avav)
### Top Social Posts
Top posts by engagements in the last XX hours

"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


"$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


"$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


"$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


"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


"$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


"$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


"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


"$RR and $SERV got the robotics bump too. Serve does sidewalk delivery robots you see with DoorDash logos. Hundreds of millions raised but three-day ramp already happened"  
[X Link](https://x.com/_samputnam/status/1997774604799005178)  2025-12-07T21:05Z 1040 followers, XXX engagements


"$VRT and $CORZ are in that data center power play but you need something to hold onto before catching a falling knife. Wait for the base to form"  
[X Link](https://x.com/_samputnam/status/1997809596233294280)  2025-12-07T23:24Z 1040 followers, XXX engagements


"$IBKR is probably the closest public comp to $HOOD in terms of actual technology. Not perfect but better than comparing to banks"  
[X Link](https://x.com/_samputnam/status/1997864495381876999)  2025-12-08T03:03Z 1040 followers, XX 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 1040 followers, XXX engagements


"All these networking plays $CLS $AAOI $COHR $LITE $LUMN mentionedare in opto electronics category. Theyre riding the AI data center boom. Server connections GPU networking massive infrastructure spend"  
[X Link](https://x.com/_samputnam/status/1998065641027424652)  2025-12-08T16:22Z 1040 followers, XXX 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


"$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


"$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


"Healthcare rollup comparison: $HCA crushing it with guidance raises. Meanwhile $ACC (Acadia) looks terrible $UHS barely liquid at $100M/day volume $CYH sold off $THC (Tenet) selling off too. Flight to quality"  
[X Link](https://x.com/_samputnam/status/1990209516789502395)  2025-11-17T00:04Z 1038 followers, XX engagements


"Most hospital operators are struggling right now. $ACC down big $THC weak $CYH selling off. Only the biggest player with real scale is holding up. Quality matters in this sector right now"  
[X Link](https://x.com/_samputnam/status/1990209538428146147)  2025-11-17T00:05Z 1038 followers, XX engagements


"$SMHI (another offshore marine support company) beat earnings and is moving up steadily. $TDW could be the sympathy playsmaller cheaper and starting to accumulate despite an earnings miss. Same sector setup"  
[X Link](https://x.com/_samputnam/status/1990210047691878635)  2025-11-17T00:07Z 1038 followers, XXX engagements


"$TDW had an ugly red candle on the 12th that didn't even coincide with the $SPY selloff on the 13th. Disconnected from market action. That's either a warning or an opportunity depending on your risk tolerance"  
[X Link](https://x.com/_samputnam/status/1990210142705512883)  2025-11-17T00:07Z 1038 followers, XXX engagements


"Offshore subsea construction support isn't sexy but it's necessary. Oil rigs wind farms all need vessels for materials and maintenance. Companies doing this work pulling $800M EBITDA. The infrastructure spend is real. $TDW $SMHI"  
[X Link](https://x.com/_samputnam/status/1990210164440625596)  2025-11-17T00:07Z 1038 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


"Natural gas doing well + data center growth = perfect setup for $NRG. Independent producers positioned to win power contracts the hyperscalers desperately need"  
[X Link](https://x.com/_samputnam/status/1992008152800477496)  2025-11-21T23:12Z 1035 followers, XX engagements


"$LBRT owns XX% equity stake in $OKLO (Sam Altman's nuclear company). Natural gas as bridge to nuclear for AI data centers. Chart holding above earnings despite revenue miss. Risk $X for $5+ upside"  
[X Link](https://x.com/_samputnam/status/1992645353494249587)  2025-11-23T17:24Z 1038 followers, XX engagements


"$LBRT committed $10M to $OKLO in 2023 when it was a $X stock with no volume. Now $OKLO is trading in the hundreds. Liberty provides load balancing and gas generation for Oklo's nuclear plans. The connection is real"  
[X Link](https://x.com/_samputnam/status/1992645370506355084)  2025-11-23T17:24Z 1035 followers, XX engagements


"$LBRT has record pumping efficiency with new equipment boosting margins. Natural gas fracking + data center power generation pivot. $1B+ revenue even though down XX% YoY. Management raised dividends despite the miss"  
[X Link](https://x.com/_samputnam/status/1992645387333562751)  2025-11-23T17:24Z 1038 followers, XX engagements


"$NVDA and $PLTR had great earnings and sold off. $LBRT had terrible earnings (net loss revenue down 20%) and is holding support. Market conditions fundamentals right now. Money has to flow somewhere"  
[X Link](https://x.com/_samputnam/status/1992645414546485249)  2025-11-23T17:24Z 1035 followers, XX engagements


"$LBRT sitting at $XX with $20M daily volume - liquid enough for serious positions. Partnered with Sam Altman's $OKLO for data center power. If hyperscaler compute demand is real this fracking company becomes critical infrastructure"  
[X Link](https://x.com/_samputnam/status/1992645439783567802)  2025-11-23T17:24Z 1035 followers, XX engagements


"$OKLO went from $XX to $XXX with ZERO revenue and $26M volume at $XXX. $LBRT actually has $1B revenue owns XX% of Oklo and trades at $XX. The valuation gap is absurd"  
[X Link](https://x.com/_samputnam/status/1992645462340534449)  2025-11-23T17:24Z 1035 followers, XX engagements


"Sam Altman grew OpenAI from $200M to $500B+ in under X years. He promoted the SPAC that became $OKLO. $LBRT owns XX% of Oklo and provides the gas bridge to nuclear. Follow the Altman energy ecosystem"  
[X Link](https://x.com/_samputnam/status/1992645510146949189)  2025-11-23T17:24Z 1038 followers, XX engagements


"$LBRT does load balancing between power sources - critical for data centers mixing nuclear and gas. Power in must equal power out. $OKLO handles nuclear Liberty handles reliability and scale. X gigawatt partnership announced"  
[X Link](https://x.com/_samputnam/status/1992645531752108411)  2025-11-23T17:24Z 1035 followers, XX engagements


"While $TSLA and mega-cap tech crater $LBRT holds above earnings lows despite missing badly. The setup: risk $XX support for $20+ target. Penny stock or not the chart doesn't lie about where money is rotating"  
[X Link](https://x.com/_samputnam/status/1992645549796085854)  2025-11-23T17:24Z 1035 followers, XX engagements


"$LBRT increased dividend despite net loss and revenue down 20%. Management confidence in future margins from new pumps and hydraulic efficiency gains. The data center power pivot is the real catalyst not current fracking revenue"  
[X Link](https://x.com/_samputnam/status/1992645569240789277)  2025-11-23T17:24Z 1035 followers, XX engagements


"Jensen Huang told Elon to stop joking about "gazillion dollar" $NVDA deals. The AI hype is getting mocked. But $LBRT and $OKLO partnership for data center power is tangible infrastructure not vaporware software margins"  
[X Link](https://x.com/_samputnam/status/1992645588190408789)  2025-11-23T17:25Z 1038 followers, XXX engagements


"$LBRT volume spiked in 2025 independent of $OKLO's run. The market is pricing in the data center power story separately. $20M daily liquidity clean support at $XX and XX% stake in a Sam Altman company. Penny stock with billion-dollar connections"  
[X Link](https://x.com/_samputnam/status/1992645606154686781)  2025-11-23T17:25Z 1038 followers, XXX engagements


"$KTOS ran hard on defense/drone hype earlier this year. Now consolidating while $ONDS $WWD get their turn at the setup"  
[X Link](https://x.com/_samputnam/status/1993787807836549516)  2025-11-26T21:03Z 1037 followers, XXX engagements


"$XOM and energy names cooling off this week. $STNG and shippers too. The rotation is clearly into companies with fresh earnings beats"  
[X Link](https://x.com/_samputnam/status/1993787843555340508)  2025-11-26T21:03Z 1035 followers, XXX 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 1035 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


"$LUNR $DXYZ $VSAT all in the space conversation but $ASTS has the setup the liquidity and the contracted revenue to actually trade right now"  
[X Link](https://x.com/_samputnam/status/1994532057469653236)  2025-11-28T22:21Z 1039 followers, XXX 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 1039 followers, XXX 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 1035 followers, XX 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 1035 followers, XXX engagements


"$LITE laser stock we mentioned did well. But markets chopping now. Energy stocks are slow movers with great prospects + current administration tailwinds"  
[X Link](https://x.com/_samputnam/status/1995603585795752171)  2025-12-01T21:19Z 1035 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


"$LITE had the perfect trifecta: raised guidance higher earnings higher revenue. AI infrastructure vertical is printing money right now"  
[X Link](https://x.com/_samputnam/status/1995933586063831090)  2025-12-02T19:10Z 1035 followers, XX engagements


"$LITE moved XX% but stopped out cautious traders twice. Even great earnings don't guarantee smooth sailing respect your levels"  
[X Link](https://x.com/_samputnam/status/1995933606330728619)  2025-12-02T19:10Z 1035 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 1040 followers, XX engagements


"$LITE beat on earnings per share AND revenue AND raised guidance. The cream of the crop earnings reactions have all three"  
[X Link](https://x.com/_samputnam/status/1995933818411421798)  2025-12-02T19:11Z 1035 followers, XX engagements


"$KTOS is the $15B defense comp in the space but chart's slipping. Not the entry point right now compared to smaller caps with government contract catalysts"  
[X Link](https://x.com/_samputnam/status/1996313093077643408)  2025-12-03T20:18Z 1035 followers, XX engagements


"$KTOS $AVAV both bigger defense names but neither showing the setup that smaller caps have right now. Size doesn't always equal opportunity"  
[X Link](https://x.com/_samputnam/status/1996313202729390492)  2025-12-03T20:18Z 1035 followers, XX engagements


"$AVAV $KTOS established but $ONDS just got in good graces of administration. Maritime drones off carriers vs border protection system - different TAMs different timelines"  
[X Link](https://x.com/_samputnam/status/1996313364381814927)  2025-12-03T20:19Z 1038 followers, XXX engagements


"$LEU sitting at a bounce opportunity after dropping from its peak. Down significantly over X monthssame timeframe it took to rally. Nuclear fuel demand story intact for long-term holders"  
[X Link](https://x.com/_samputnam/status/1996374641032753408)  2025-12-04T00:22Z 1037 followers, XXX 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 and $UUUU both trading around $20B daily volume. Similar momentum profiles similar timeframes nearly identical market dynamics. Pick your poison for uranium exposure"  
[X Link](https://x.com/_samputnam/status/1996374723287191722)  2025-12-04T00:23Z 1039 followers, XXX engagements


"$LEU ran from $XXX to $XXX in just X months through September-October. Now back to $XXX after equal time correction. Euphoria momentum stocks don't trade on fundamentalsthey trade on flow"  
[X Link](https://x.com/_samputnam/status/1996374807894728819)  2025-12-04T00:23Z 1039 followers, XX engagements


"Nuclear likely to be THE energy source in X years. $LEU processes uranium into nuclear fuelpositioned at the critical supply chain chokepoint as tech giants build data centers"  
[X Link](https://x.com/_samputnam/status/1996374827800944880)  2025-12-04T00:23Z 1035 followers, XX engagements


"$UUUU has been public since 2013 $LEU about XX years. These aren't sketchy SPACsthey're established uranium plays with real operations and growing revenue bases"  
[X Link](https://x.com/_samputnam/status/1996374851729465444)  2025-12-04T00:23Z 1037 followers, XXX engagements


"Energy Fuels $UUUU is US-based uranium mining vs $LEU's international services reach. Geography might matter if government initiatives favor domestic production for national security"  
[X Link](https://x.com/_samputnam/status/1996374906574156284)  2025-12-04T00:24Z 1037 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


"Market's been choppyNov 20th almost as bad as Oct 10th crypto liquidation. But $LUMN rode its moving average for XX% gains. Could $LEU or $UUUU catch similar momentum"  
[X Link](https://x.com/_samputnam/status/1996374952128446603)  2025-12-04T00:24Z 1040 followers, XXX engagements


"$UUUU and $LEU both have comparable daily volume similar revenue growth trajectories and identical sector catalysts. Intraday setups will determine which one offers better entry risk"  
[X Link](https://x.com/_samputnam/status/1996374970927321305)  2025-12-04T00:24Z 1037 followers, XXX engagements


"$AMD got chopped out post-earnings then surged on OpenAI deal. Sometimes you need to stay in position for the gift. Could $LEU or $UUUU get a similar catalyst from energy policy"  
[X Link](https://x.com/_samputnam/status/1996375011553325564)  2025-12-04T00:24Z 1038 followers, XXX engagements


"These aren't 5-year fundamental holdsthey're momentum plays for days to months. $LEU and $UUUU both at technical bounce levels after 2-month corrections from euphoric peaks"  
[X Link](https://x.com/_samputnam/status/1996375052569518203)  2025-12-04T00:24Z 1039 followers, XXX engagements


"$LEU has gross loss on uranium segment but $4B backlog validates long-term demand. Short-term traders don't need profitabilityjust need the next leg up in nuclear hype cycle"  
[X Link](https://x.com/_samputnam/status/1996375070961520803)  2025-12-04T00:24Z 1037 followers, XXX engagements


"$QS battery stock forming a higher low. $AMRC another battery name holding pattern. Speculation names that crashed are attempting comebacks"  
[X Link](https://x.com/_samputnam/status/1996591858445619679)  2025-12-04T14:46Z 1038 followers, XXX engagements


"$LEU uranium turning up nicely. If it breaks out of this consolidation the move could be explosive"  
[X Link](https://x.com/_samputnam/status/1996592049101902068)  2025-12-04T14:46Z 1035 followers, XX engagements


"$URBN just posted their biggest sales quarter ever with XX% YoY growth to $1.5B. Record earnings per share and net income. Retail isn't deadthe survivors are thriving"  
[X Link](https://x.com/_samputnam/status/1996722888368373845)  2025-12-04T23:26Z 1035 followers, XX 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


"$URBN hit all-time highs for EPS and net income while retail was supposedly dying. Sometimes the best plays are in sectors everyone abandoned"  
[X Link](https://x.com/_samputnam/status/1996722953694670983)  2025-12-04T23:27Z 1037 followers, XX engagements


"$URBN $IQV Two cash cow sectors holding up while the market chops around: retail survivors and healthcare infrastructure. Both breaking out regardless of macro noise"  
[X Link](https://x.com/_samputnam/status/1996722994274574612)  2025-12-04T23:27Z 1037 followers, XX engagements


"$URBN growth is everywhereonline offline multiple countries. Fewer markdowns better cost controls. They're actually good at getting people back in stores"  
[X Link](https://x.com/_samputnam/status/1996723046904659983)  2025-12-04T23:27Z 1037 followers, XX 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 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


"$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 1035 followers, XX engagements


"$URBN at $5B market cap no share dilution. When a company isn't flooding the market with new shares existing shareholders actually win"  
[X Link](https://x.com/_samputnam/status/1996723254338191773)  2025-12-04T23:28Z 1037 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 1038 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 1035 followers, XX engagements


"$URBN risk XX cents to make $X. Near all-time highs but the setup is clean. Earnings reaction held volume spiked 3x normal"  
[X Link](https://x.com/_samputnam/status/1996723358122098945)  2025-12-04T23:28Z 1037 followers, XX engagements


"$URBN $KSS $AEO Christmas shopping is real. Holiday retail crushing it at a time when everyone declared stores dead. Monopoly power in action"  
[X Link](https://x.com/_samputnam/status/1996723433615294938)  2025-12-04T23:28Z 1039 followers, XX engagements


"$PATH (UiPath) is what enterprise AI deployment actually looks like. Been around since 2005 IPOd 2021 now hitting stride while $CRM and $NOW are stuck in mud"  
[X Link](https://x.com/_samputnam/status/1997007046823366733)  2025-12-05T18:15Z 1039 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 1033 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 1040 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 1040 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 1040 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 1033 followers, XXX 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 1040 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 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


"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 1040 followers, XX 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


"$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 1040 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 1040 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 1040 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 1034 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 1040 followers, XX 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


"$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


"$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 1040 followers, XX 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


"Stop chasing $NVDA adjacencies like Navitas. Buy companies with actual earnings sales and risk levels you can define. $IOT and $RBRK both just reported solid quarters"  
[X Link](https://x.com/_samputnam/status/1997400809512776155)  2025-12-06T20:20Z 1034 followers, XXX 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


"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


"Two stocks $IOT and $RBRK both returning XX% on XX% portfolio positions = X% total portfolio gain. Do that monthly and youre at XX% annual returns. This is how compounding actually works"  
[X Link](https://x.com/_samputnam/status/1997400990975221960)  2025-12-06T20:21Z 1035 followers, XXX engagements


"$CRWD earnings reaction was lukewarm despite decent numbers. $RBRKs reaction was better. Always follow the price action not just the fundamentals"  
[X Link](https://x.com/_samputnam/status/1997401053831057506)  2025-12-06T20:21Z 1035 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


"$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 1040 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 1040 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 1040 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 1040 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 1040 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


"$CIEN has a massive backlog. Data center optical connections arent optional infrastructure. Theyre building the pipes for AI"  
[X Link](https://x.com/_samputnam/status/1997865112598974761)  2025-12-08T03:05Z 1040 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 1040 followers, XXX engagements


"$CIEN earnings Thursday. Revenue up XX% YoY on data center demand. If this breaks through XXX after earnings could run like $LITE did"  
[X Link](https://x.com/_samputnam/status/1997865453805531473)  2025-12-08T03:06Z 1040 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


"$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


"$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


"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 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


"Mark Cuban's Cost Plus Drugs is trying to disrupt this market but practical constraints exist. Meanwhile $COR operates at $80B quarterly scale with established infrastructure already in place"  
[X Link](https://x.com/_samputnam/status/1992344119373648209)  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


"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


"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


"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


"$FUTU at least going sideways and setting up a low-risk entry. Not exactly "setting up" but the risk is defined"  
[X Link](https://x.com/_samputnam/status/1995684677475336391)  2025-12-02T02:41Z 1041 followers, XX 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


"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


"$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 1040 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 1041 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 1041 followers, XXX 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 1041 followers, XX 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


"$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 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 doing $100M+ revenue with X% YoY growth in sleep apnea solutions. Tens of millions of Americans cant breathe at night. Thats a market thats not shrinking"  
[X Link](https://x.com/_samputnam/status/1997431171295088720)  2025-12-06T22:21Z 1040 followers, XXX 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


"$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 1041 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 1041 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 1041 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 1041 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 1041 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 1041 followers, XX 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 1041 followers, XXX 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 1041 followers, XX engagements


"$INSP risking Wednesdays high at $XXX with $XXX breakout overhead. Tight stops big potential. Thats how you stack small wins"  
[X Link](https://x.com/_samputnam/status/1997431918556533083)  2025-12-06T22:24Z 1041 followers, XXX 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 1041 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 1041 followers, XX 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 1041 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 1041 followers, XX engagements


"$DVN has $150M daily volume. Liquid enough for institutional money without moving price. That's stability you don't get with $X stocks"  
[X Link](https://x.com/_samputnam/status/1997774536398254330)  2025-12-07T21:05Z 1041 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 1040 followers, XXX engagements


"$KITT closed right at $X psychological level. Risk $XXXX target $1+ move. Volume spikes show this can run hard when buyers show up"  
[X Link](https://x.com/_samputnam/status/1997774582221099043)  2025-12-07T21:05Z 1040 followers, XXX 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 1041 followers, XX 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 1041 followers, XX engagements


"$CLS does connectivity for AI data centersserver connections GPU networking. $3B in revenue growing 20-30% YoY. Thats real growth for a big company"  
[X Link](https://x.com/_samputnam/status/1998064547186495708)  2025-12-08T16:18Z 1041 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


"$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 1041 followers, XXX engagements