#  @cabrera_rivero US Stock Sector Insights US Stock Sector Insights posts on X about ai, target, core, strong the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::559057287/interactions)  - [--] Week [-----] -80% - [--] Month [------] +373% ### Mentions: [--] [#](/creator/twitter::559057287/posts_active)  ### Followers: [---] [#](/creator/twitter::559057287/followers)  - [--] Week [---] +0.33% - [--] Month [---] -20% ### CreatorRank: undefined [#](/creator/twitter::559057287/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) [countries](/list/countries) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) [fashion brands](/list/fashion-brands) **Social topic influence** [ai](/topic/ai), [target](/topic/target), [core](/topic/core), [strong](/topic/strong), [level](/topic/level), [growth](/topic/growth), [stocks](/topic/stocks), [in the](/topic/in-the), [investment](/topic/investment), [bitcoin](/topic/bitcoin) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Iris Energy Limited (IREN)](/topic/$iren) [Intel Corporation (INTC)](/topic/$intc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Alibaba Group (BABA)](/topic/$baba) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Oklo Inc. (OKLO)](/topic/$oklo) [Walmart, Inc. (WMT)](/topic/$wmt) [Microsoft Corp. (MSFT)](/topic/microsoft) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/tesla) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Micron Technology, Inc. (MU)](/topic/$mu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [ZetaChain (ZETA)](/topic/$zeta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Western Digital Corp (WDC)](/topic/$wdc) [Sandisk Corporation (SNDK)](/topic/$sndk) [UnitedHealth Group (UNH)](/topic/$unh) [IonQ, Inc. (IONQ)](/topic/$ionq) ### Top Social Posts Top posts by engagements in the last [--] hours "$SBUX [----] Q1 Earnings Quick Review Moderate Buy Clear Target Price Earnings Report: Net revenue of $9.9 billion (+6%) global same-store sales growth of 4% US same-store sales growth of 4% (first positive transaction volume growth in Q8) and strong performance in China with a 7% same-store sales growth. Core Logic: North American recovery + China expansion + AI-driven digital efficiency improvements manageable cost pressures and stable cash flow and dividends. πTechnical Analysis: Current price [-----] support at 90/85 first target [---] second target [---]. πStrategy: Buy in batches on pullbacks" [X Link](https://x.com/cabrera_rivero/status/2016502516356116540) 2026-01-28T13:23Z [---] followers, [---] engagements "True growth is turning "want to do" into "doing"πͺ Stick to getting up [--] minutes early to exercise refuse ineffective socializing and read more professional books and spend the time of scrolling short videos learning a new skill" [X Link](https://x.com/cabrera_rivero/status/2008785623147266102) 2026-01-07T06:19Z [---] followers, [--] engagements "U.S. stocks experienced a surge followed by a pullback on Wednesday with the Dow Jones Industrial Average closing slightly higher while the Nasdaq and S&P [---] saw significant gains. Investors focused on corporate earnings reports and the Federal Reserve's policy direction. Key Focus Areas: The December non-farm payrolls report to be released this Friday is likely to be a key indicator of the Fed's policy direction. Mergers & Acquisitions: Will major deals such as AbbVie's acquisition of Revolution Medicines continue to drive the pharmaceutical sector's momentum Geopolitical Developments: The" [X Link](https://x.com/cabrera_rivero/status/2009161064131318126) 2026-01-08T07:11Z [---] followers, [--] engagements "@z9huzod44740705 Non-farm payroll data is crucial for informing expectations of interest rate cuts. If the employment data is weak the market may preemptively bet on a shift in the Federal Reserve's stance. I tend to expect the data to be slightly weaker" [X Link](https://x.com/cabrera_rivero/status/2009170647117713770) 2026-01-08T07:49Z [---] followers, [--] engagements "@i0phfkq83599546 The earnings season Federal Reserve policy and M&A news are converging increasing market volatility but also creating more opportunities. The non-farm payroll data will likely set the tone for next week's market performance" [X Link](https://x.com/cabrera_rivero/status/2009171374364086353) 2026-01-08T07:52Z [---] followers, [--] engagements "@ziatbh85148 The S&P [---] hit a new high but failed to hold it and high valuations have indeed made investors more cautious. Goldman Sachs' warning also reflects institutional concerns about short-term risks" [X Link](https://x.com/cabrera_rivero/status/2009171516102238553) 2026-01-08T07:53Z [---] followers, [--] engagements "@carlrosen "$QQQ [---] is indeed the pivot. Watching the 10-day EMA for confirmation; a close below [---] would trigger a test of the 50-day support. Risk management is key this week."" [X Link](https://x.com/cabrera_rivero/status/2009206913469415623) 2026-01-08T10:13Z [---] followers, [--] engagements "Data Divergence and Policy Concerns: US Stocks Open with a Wait-and-See Approach π US Stock Market Morning Review January [--] Yesterday US stocks diverged with the Dow and S&P [---] retreating from their highs while the Nasdaq achieved its third consecutive day of gains. Today data divergence and the Fed's policy maneuvering will be the focus increasing volatility risk β . Trading Recommendations: Cautious sentiment prevails ahead of the non-farm payrolls report; maintain a controlled position and observe. Focus on high-quality service sector stocks and avoid sensitive sectors such as energy and" [X Link](https://x.com/cabrera_rivero/status/2009221718447927299) 2026-01-08T11:12Z [---] followers, [--] engagements "$TMRM Steady business growth driven by both B2C bundled packages and B2B enterprise projects; Healthy finances stable dividends controllable capital expenditures and strong operational certainty; Institutional target price: RM8.30 maintaining a buy rating with clear upside potential; Excellent governance transparent information and outstanding long-term investment value. In short: Steady growth + high dividends + institutional optimism = low-risk high-value investment. Comment and like to get the purchase price. https://twitter.com/i/web/status/2009275261980672446" [X Link](https://x.com/cabrera_rivero/status/2009275261980672446) 2026-01-08T14:45Z [---] followers, [--] engagements "@carlrosen No matter how volatile the market is the money in hand is what matters most; this is a very stable approach" [X Link](https://x.com/cabrera_rivero/status/2009278483252261374) 2026-01-08T14:58Z [---] followers, [--] engagements "The core of ONDS' current surge lies in the qualitative leap "from [--] to 1". If the $1.7 billion "Smart Border" contract is true it will be the largest single order in its history directly raising its revenue ceiling by an order of magnitude. The market is now not speculating on performance but rather on the expectation of a double boost from Davis. https://twitter.com/i/web/status/2009514041224376470 https://twitter.com/i/web/status/2009514041224376470" [X Link](https://x.com/cabrera_rivero/status/2009514041224376470) 2026-01-09T06:34Z [---] followers, [---] engagements "Apple's hundredfold profits stem from "a trillion-dollar industry + ecosystem monopoly." Future opportunities lie only in areas that have not yet been fully developedAI applications nuclear fusion synthetic biology and the space economy are the core directions and existing giants will find it difficult to replicate a hundredfold growth. https://twitter.com/i/web/status/2009514426496434508 https://twitter.com/i/web/status/2009514426496434508" [X Link](https://x.com/cabrera_rivero/status/2009514426496434508) 2026-01-09T06:35Z [---] followers, [---] engagements "@Gubloinvestor With no debt and $94 million in cash reserves the company boasts a robust cash flow. At a share price of $1.56 its market capitalization is only $160 million providing a substantial safety cushion" [X Link](https://x.com/cabrera_rivero/status/2009517439961231437) 2026-01-09T06:47Z [---] followers, [----] engagements "The Truth About $AMZN The "Must-Buy" Logic in [----] Many only see its retail business but ignore the historic transformation taking place. In [----] $AMZN will prove with its profits who the true tech giant is. Target Price ($300)" [X Link](https://x.com/cabrera_rivero/status/2009527705495064604) 2026-01-09T07:28Z [---] followers, [--] engagements "$TMRM $AMZN These are two stocks I recently shared. If you've purchased them please follow the comments section and I'll let you know how to proceed" [X Link](https://x.com/cabrera_rivero/status/2009529910197416431) 2026-01-09T07:37Z [---] followers, [--] engagements "The interplay between policy uncertainty and emerging AI themes intensifies. Overnight US stocks diverged with the Dow Jones Industrial Average rising 0.55% the S&P [---] slightly up 0.01% and the Nasdaq Composite falling 0.44%. The core market battle revolves around the uncertainty surrounding Federal Reserve policy and the opportunities presented by emerging AI themes. Coupled with the approaching Fed leadership transition window short-term volatility may intensify but medium- to long-term structural opportunities remain clear. #USStocks https://twitter.com/i/web/status/2009591404008218999" [X Link](https://x.com/cabrera_rivero/status/2009591404008218999) 2026-01-09T11:41Z [---] followers, [--] engagements "π¨ BREAKING: $OKLO x $META 1.2GW Nuclear Deal A Nuclear-Powered Bomb in the AI Computing Power War Tech giant Meta has made a massive investment forging an epic partnership with $OKLO backed by Sam Altman to jointly build a [---] GW nuclear power park in Ohio π Dedicated to powering Metas regional data centers (including the $18 billion Prometheus project) solving the AI power bottleneck Meta will prepay electricity fees to directly fund the project's implementation π° Phase-by-phase launch in [----] with grid connection expected by 2030; $OKLOs fourth-generation fast reactor technology + DOE" [X Link](https://x.com/cabrera_rivero/status/2009604647816765934) 2026-01-09T12:34Z [---] followers, [----] engagements "S&P [---] Hits Record High Technology and Semiconductors Lead Gains Chinese Concept Stocks Weaken Friday's Closing: Dow Jones Up 0.48% Nasdaq Up 0.81% S&P [---] Up 0.65% (hitting a record high) China Concept Stocks Golden Dragon Index Down 1.3%. Core Drivers: Mixed non-farm payroll data reinforced expectations of a pause in Fed rate hikes in January; Q4 earnings season begins this week and tariffs and geopolitical risks may exacerbate volatility. Sector Movements: CPO AI and nuclear power led the gains; medical equipment 3D printing and education stocks led the declines." [X Link](https://x.com/cabrera_rivero/status/2010674357761196385) 2026-01-12T11:24Z [---] followers, [--] engagements "S&P [---] Hits Record High Technology and Semiconductors Lead Gains Chinese Concept Stocks Weaken Friday's Closing: Dow Jones Up 0.48% Nasdaq Up 0.81% S&P [---] Up 0.65% (hitting a record high) China Concept Stocks Golden Dragon Index Down 1.3%. Core Drivers: Mixed non-farm payroll data reinforced expectations of a pause in Fed rate hikes in January; Q4 earnings season begins this week and tariffs and geopolitical risks may exacerbate volatility. Sector Movements: CPO AI and nuclear power led the gains; medical equipment 3D printing and education stocks led the declines. #USStockMarket" [X Link](https://x.com/cabrera_rivero/status/2010675986170310873) 2026-01-12T11:31Z [---] followers, [--] engagements "US stocks closed at ALL-TIME HIGHS on Friday π The Dow & S&P [---] hit new records with the Russell [----] surging 4.6% for its best start since [----]. Big movers: $INTC skyrocketed 10.8% (+15.67% WoW) post-Trump meeting and $WMT jumped pre-market on its Nasdaq [---] inclusion (Jan 20) & new Google AI partnership. Market breadth is strongbullish vibes into the week. π #USStocks #Intel #Walmart #MarketNewHighs https://twitter.com/i/web/status/2010709309357801969 https://twitter.com/i/web/status/2010709309357801969" [X Link](https://x.com/cabrera_rivero/status/2010709309357801969) 2026-01-12T13:43Z [---] followers, [---] engagements "Key Positive Factors for $WMT Stocks ($WMT) [--]. AI Commercialization: A partnership with Google (GOOGL) integrates Gemini into an "AI shopping guide" allowing users to complete purchases through a chat interface directly improving conversion rates and user engagement. [--]. Index Fund Inflow: Inclusion in the Nasdaq [---] Index on January 20th is expected to bring billions of dollars in guaranteed buying from passive index fund rebalancing resulting in a significant short-term premium. [--]. Technical Breakout: Pre-market price around $118 a new all-time high with good volume and price correlation" [X Link](https://x.com/cabrera_rivero/status/2010723213077057669) 2026-01-12T14:39Z [---] followers, [--] engagements "As predicted $WMT continued its strong upward trend throughout the day π The logic has been executed flawlessly. For those who haven't caught up yet remember to follow me to get the latest news on major US stock market developments and institutional moves every day. π $WMT #AI #Nasdaq100 #DeepNodeAI https://twitter.com/i/web/status/2010755572384063614 https://twitter.com/i/web/status/2010755572384063614" [X Link](https://x.com/cabrera_rivero/status/2010755572384063614) 2026-01-12T16:47Z [---] followers, [---] engagements "$IREN is a "hidden dark horse" in the AI computing power sector. A large order from Microsoft a partnership with Nvidia and the cost advantage of green electricity are three catalysts driving its growth. With GPU deployment ramping up in [----] its performance is expected to explode. First target: 55; Second target: 65+ $IREN #AI #Tech #GrowthStock https://twitter.com/i/web/status/2010762063732195427 https://twitter.com/i/web/status/2010762063732195427" [X Link](https://x.com/cabrera_rivero/status/2010762063732195427) 2026-01-12T17:13Z [---] followers, [---] engagements "$IREN backed by a large Microsoft contract and the certainty of a computing power shortage offers higher odds; $RH on the other hand depends on the recovery of the real estate market and its macroeconomic risks are difficult to control. In the current environment I am more inclined to bet on $IREN's computing power moat. https://twitter.com/i/web/status/2010770866812928081 https://twitter.com/i/web/status/2010770866812928081" [X Link](https://x.com/cabrera_rivero/status/2010770866812928081) 2026-01-12T17:48Z [---] followers, [---] engagements "$EOSE's stock price is impressive but don't forget it's still a company with negative gross margins β Despite holding $400 million in orders its Q2 gross margin was -203% and its short-selling ratio is nearly 30%. This is a gamble on "future expectations" not value investing. β Advantages: Unique zinc battery technology promising industry. β Disadvantages: Extremely cash-intensive valuation of 78x P/S is too high. Is this the next energy storage leader or a bubble about to burst Let us know in the comments π #EOSE #USStocks #EnergyStorage #HighRisk" [X Link](https://x.com/cabrera_rivero/status/2010778471673307153) 2026-01-12T18:18Z [---] followers, [---] engagements "US Stocks Morning Commentary Bull-Bear Battle Behind New Highs The Dow and S&P [---] touched record highs intraday before closing higher as the market downplayed the short-term disruption from the investigation into Federal Reserve Chairman Powell. Sector performance was mixed: Industrials and Materials rose over 0.7% Technology rose slightly by 0.35% while Energy and Financials declined slightly. Walmart's 3% gain provided significant support and Chinese tech stocks listed in the US continued their strong performance with significant cumulative gains recently. Tonight's CPI data is the main" [X Link](https://x.com/cabrera_rivero/status/2011051076338831377) 2026-01-13T12:21Z [---] followers, [--] engagements "$EOSE β $EOSE Investment WarningDual Target Prices + Stop-Loss Discipline Short-term Targets: First target $17.15 (recent resistance) second target $19.33 (institutional consensus average)πΉ Key Support: $15.00 platform level + $13.97 (50-day MA) stop-loss immediately if it falls below $14.00 Core Conclusion: Policy and orders are providing short-term support for the stock price but high losses and high valuations are major weaknesses. Quick entry and exit avoid lingering. Ordinary investors should prioritize observation. #EOSERiskWarning #USStocksEnergyStorage #TradingDiscipline #EOSE" [X Link](https://x.com/cabrera_rivero/status/2011094480443551929) 2026-01-13T15:14Z [---] followers, [---] engagements "$ASST is a highly volatile Bitcoin-linked stock backed by big names like Thiel and Ackman. It has seen huge short-term gains but massive long-term losses driven mainly by speculation and insider buying. The company is deeply unprofitable and overvalued with its fate tied closely to Bitcoins price and regulatory risks. Only suitable for aggressive traders with strict risk management. #ASST #Bitcoin #USStocks #HighRiskHighReward #MemeStock #Crypto #Nasdaq #Speculative https://twitter.com/i/web/status/2011142887782920672 https://twitter.com/i/web/status/2011142887782920672" [X Link](https://x.com/cabrera_rivero/status/2011142887782920672) 2026-01-13T18:26Z [---] followers, [---] engagements "$Visa Short-Term Risk Warning How to Adjust Investment Strategies $Visa Short-Term Volatility Warning: The Trump administration's proposed cap on credit card interest rates and support for the Credit Card Competition Act are key factors suppressing its market position. Core risks and corresponding strategies are as follows: [--]. Policy Risk: A 10% interest rate cap is proposed to be implemented starting January 20th. The bill may restrict fees impacting its market position. [--]. Competitive Pressure: Traditional giants and fintech companies are siphoning off market share leading to a 17% increase" [X Link](https://x.com/cabrera_rivero/status/2011408844618883086) 2026-01-14T12:03Z [---] followers, [---] engagements "US Stocks Brief: Major Indices Close Lower Tech Stocks Diverge + Financial Stocks Under Pressure Key Highlights Financial Stocks Plunge: JPMorgan Chase falls 4.2% as Trump's proposed 10% credit card interest rate cap sparks concerns about industry profitability with Visa and other stocks following suit. Tech Stocks Diverge: Google hits a record high (up 1.24%) Citi reiterates its buy rating; AMD and Intel rise 6.42% and 7.33% respectively with brokerages upgrading their ratings. Most Chinese ADRs Fall: Nasdaq China Golden Dragon Index falls 1.86% Pinduoduo falls 5.4% Alibaba rises slightly by" [X Link](https://x.com/cabrera_rivero/status/2011413839326110022) 2026-01-14T12:23Z [---] followers, [---] engagements "A concise summary of the Supreme Court's tariff ruling at 10:00 AM Eastern Time: π¨ Key Event Time: 10:00 AM Eastern Time January [--] (11:00 PM Beijing Time). Objective: Whether the "reciprocal tariffs" imposed by the Trump administration under the International Emergency Economic Powers Act (IEEPA) are unconstitutional. π Probability of Ruling In favor of the president (30% probability): The president gains emergency powers to impose tariffs and the tariff policy continues. In favor of the president (70% probability): The president oversteps his authority and the president must refund over" [X Link](https://x.com/cabrera_rivero/status/2011454840853967166) 2026-01-14T15:06Z [---] followers, [----] engagements "$ZET (NYSE:ZETA) Key Highlights: A high-growth stock in the AI + Marketing sector deeply collaborating with OpenAI to empower its products achieving over 20% revenue growth for [--] consecutive quarters and serving over a thousand large enterprises including JPMorgan Chase. Current stock price: $22.56 total market capitalization: $5.55 billion; Analyst consensus: "Moderate Buy" target price: $29 potential upside of 28.57%. Risk Warning: Still operating at a loss (P/E ratio -206.26) valuation is relatively high. Suitable for investors with a high risk tolerance who are bullish on AI + MarTech;" [X Link](https://x.com/cabrera_rivero/status/2011476342617903153) 2026-01-14T16:31Z [---] followers, [--] engagements "$OWL is currently in a contradictory state of "undervaluation + high expectations". Long-term fundamentals (demand for alternative assets high yields) support upside potential but short-term technical factors market sentiment and policy disturbances may lead to volatility. In the short term attention should be paid to market policies around January [--] (such as the tariff ruling) and post-earnings fund flows. $OWL #USStocks #HighDividends #AssetManagement #SP500 #MarketUpdate https://twitter.com/i/web/status/2011776628808978481 https://twitter.com/i/web/status/2011776628808978481" [X Link](https://x.com/cabrera_rivero/status/2011776628808978481) 2026-01-15T12:24Z [---] followers, [--] engagements "π°January 15th US Stock Market Overnight + Today's Preview: Tech Slump Bank Divergence $OWL Trends on Social Media Key News: Bank Earnings Divergence: Wells Fargo's revenue missed expectations falling 4.6%; Citigroup/Bank of America's earnings exceeded expectations yet still fell 3%. Tech Slump: Trump imposes 25% tariffs on high-end chips Nvidia/Amazon/Microsoft all fall. $OWL Trends: Blue Owl Capital (Alternative Asset Management) stock price at a low level + executives increasing holdings dividend yield 5.42%. Today's (January 15th) Focus: Pre-market: BlackRock/ $TSMC /Morgan Stanley" [X Link](https://x.com/cabrera_rivero/status/2011780572968861772) 2026-01-15T12:40Z [---] followers, [---] engagements "Atlanta Federal Reserve President Raphael Bostic's latest statement on January 15th clearly stated the following: Inflation remains well above the 2% target necessitating a continued tight (restrictive) policy. He also emphasized that data was hampered by the government shutdown and inflationary pressures (such as tariffs and healthcare costs) may persist until [----]. The labor market is described as "neither tight nor loose." #Fed #Inflation #USStocks #MonetaryPolicy #InterestRates #Bostic #EconomicData #StockMarket https://twitter.com/i/web/status/2011801957053108352" [X Link](https://x.com/cabrera_rivero/status/2011801957053108352) 2026-01-15T14:05Z [---] followers, [--] engagements "28 Years Later: The Bone Temple π₯Crazy to the extreme breathtakingly brilliant*Temple of Bones* is now showing in theaters With a 94% Fresh rating on Rotten Tomatoes (certified by over [--] professional reviews) the fourth installment in the *28 Days Later* series reaches new heights of horrorβ¨ π½ A new post-apocalyptic horror film shot back-to-back with its predecessors this 220-minute story unfolds in a tightly woven narrative seamlessly connecting to *28 Days Later*. We highly recommend watching the previous films to fully grasp the plot π Top-tier creative team: Directed by Nia Dacosta" [X Link](https://x.com/cabrera_rivero/status/2011812081159356797) 2026-01-15T14:45Z [---] followers, [---] engagements "$INTC January 15th Market Analysis: Surges 3%+ against the market trend Apple investment rumors ignite the market target price sets at $50 Risk Warning: The Apple investment rumors have not yet been officially confirmed and there is a risk of the news being proven false. Q4 [----] fiscal year results will be released on January 22nd; pay attention to whether the results and guidance meet expectations. Intensified industry competition and slower-than-expected yield ramp-up of advanced processes may affect stock price performance. Trading Recommendations: Hold in the short term relying on the" [X Link](https://x.com/cabrera_rivero/status/2011816171780108396) 2026-01-15T15:02Z [---] followers, [---] engagements "@AichiTom "ASML's target price is $365. Would you buy it now or wait for a pullback I see many institutions saying 'the AI dividend is not over yet' it feels like it's easy to get off the train but hard to get back on. π€"" [X Link](https://x.com/cabrera_rivero/status/2011819261291843891) 2026-01-15T15:14Z [---] followers, [--] engagements "$EOSE a leading zinc-based energy storage company rose another 4.43% With 77GWh of orders and its US-based manufacturing advantage it benefits from the surge in electricity demand from AI data centers. Short-term resistance is seen at $18.23 with the $17 level becoming a key support. #EOSE #EnergyStorage #HotUSStocks #EnergyTransition #IRAPolicyBenefits https://twitter.com/i/web/status/2011842656708497509 https://twitter.com/i/web/status/2011842656708497509" [X Link](https://x.com/cabrera_rivero/status/2011842656708497509) 2026-01-15T16:47Z [---] followers, [---] engagements "π₯US stocks rebounded strongly Chips and banks fueled the rally and the AI supercycle is poised for a strong performance. The Dow Jones Industrial Average rose 0.6% the Nasdaq Composite rose 0.25% and the S&P [---] rose 0.26% ending a two-day losing streak TSMC's Q4 net profit surged 35% to a record high with a $56 billion expansion plan and the construction of a massive wafer fab cluster in the US boosting Nvidia and AMD. Goldman Sachs and Morgan Stanley reported better-than-expected Q4 net profits with their stock prices surging 4.6% and 5.8% respectively. Economic data was impressive with" [X Link](https://x.com/cabrera_rivero/status/2012132367616426040) 2026-01-16T11:58Z [---] followers, [--] engagements "π₯ $SSR January 16th Recap: Chips and Banks Drive US Stocks Rebound π The three major indices ended their two-day losing streak with TSMC's explosive earnings report being the biggest contributor leading a strong rally in the semiconductor sector; GS and MS banks' earnings exceeded expectations boosting financial stocks. Chip Boom π: TSMC's Q4 net profit surged 35% to a record high its [----] revenue guidance exceeded expectations and it announced a $56 billion expansion plan directly boosting NVDA and AMD. Banking Rebound π¦: Goldman Sachs and Morgan Stanley reported strong Q4 earnings with" [X Link](https://x.com/cabrera_rivero/status/2012141323994780077) 2026-01-16T12:34Z [---] followers, [--] engagements "π₯ $MUSK January 16th Core News: Lithium Facility Commences Production + Starship Expansion Multiple Businesses Exploding π π₯ Three Hot Topics Tesla Lithium Facility Launched: The largest lithium refinery in the US officially begins operations with an annual capacity supporting the battery needs of 500000-1000000 electric vehicles opening up a key link in the North American supply chain. Starship Goals Upgraded: Musk officially announced the ultimate goalto produce [-----] Starships annually with a launch frequency exceeding once per hour within three years further expanding commercial" [X Link](https://x.com/cabrera_rivero/status/2012150010503131198) 2026-01-16T13:08Z [---] followers, [--] engagements "$IBRX (Closing price $3.95 surged 30.79%) Core Trading Data First Target Price: $4.50 (Strong intraday resistance; a break above this level would indicate continued upward movement; corresponds to a recent area of concentrated trading pressure.) Second Target Price: $5.20 (Mid-term target aligning with the upper limit of analysts' optimistic range; pipeline catalysts could lead to further gains.) Short-term Support: $3.50 (Today's intraday average price; a key level for bulls and bears; a break below this level could signal a pullback.) Target Price Basis: Considering the intraday surge of" [X Link](https://x.com/cabrera_rivero/status/2012168924150800592) 2026-01-16T14:23Z [---] followers, [---] engagements "π₯ Riot's Complete Transformation Sold [----] BTC for $96 million purchased [---] acres of land and signed a $1 billion data center deal with AMD From mining to AI computing infrastructure this wave of "selling coin for land" and aligning with tech giantshas the long-term logic completely changed π #Bitcoin #AI #DataCenter #AMD $AMD $BTC $RIOT https://twitter.com/i/web/status/2012178160603869470 https://twitter.com/i/web/status/2012178160603869470" [X Link](https://x.com/cabrera_rivero/status/2012178160603869470) 2026-01-16T15:00Z [---] followers, [---] engagements "$IREN First target price has been perfectly achieved π―= Now our sights are set on the $65 mark π Let's ride this momentum and see how high it can fly Follow and comment to get more investment portfolios. I'll guide you to earn your first fortune in the market. #USStocks #Trading #StockMarket #IREN $IREN is a "hidden dark horse" in the AI computing power sector. A large order from Microsoft a partnership with Nvidia and the cost advantage of green electricity are three catalysts driving its growth. With GPU deployment ramping up in [----] its performance is expected to https://t.co/xPgYlPkj8b" [X Link](https://x.com/cabrera_rivero/status/2012845965787488580) 2026-01-18T11:14Z [---] followers, [---] engagements "@MMMTwealth I'm bullish on $ZETA" [X Link](https://x.com/cabrera_rivero/status/2012863226082456046) 2026-01-18T12:22Z [---] followers, [---] engagements "π₯ Hot Sectors: Chip stocks surge: TSMC and ASML hit new highs; Micron Technology jumped 7.76% after announcing a $1.8 billion acquisition to expand production. Tech giants: Nvidia rose over 3% but H200 chips faced customs clearance difficulties in China; Apple fell about 1%. Chinese concept stocks: The Golden Dragon Index fell 1.15% Alibaba fell over 3% and most stocks declined. β Important News: Trump Tariffs: Announced a 10% tariff increase on eight European countries starting February 1st raising market concerns about trade friction. Next Week's Schedule: Monday is closed for Martin" [X Link](https://x.com/cabrera_rivero/status/2012874478661910531) 2026-01-18T13:07Z [---] followers, [--] engagements "$CIFR Key Highlights: Accelerated AI computing power transformation with multiple hyperscale data centers under construction; Analysts unanimously bullish with a target price as high as $34; Short-term pressure from expected earnings losses and potential pullback. Support at $17.33 resistance at $19.7. The transformation logic remains unchanged but position control is necessary #CIFR #ComputingPowerTransformation #USStockMarketNews #InvestmentTips https://twitter.com/i/web/status/2013250941617611100 https://twitter.com/i/web/status/2013250941617611100" [X Link](https://x.com/cabrera_rivero/status/2013250941617611100) 2026-01-19T14:03Z [---] followers, [---] engagements "Breaking: Trump Threatens 200% Tariff on France According to reports after French President Macron refused to join Trump's proposed "peace committee" Trump responded forcefully in an interview: "If they feel hostile I will impose a 200% tariff on French wine and champagne." This move has sparked market concerns about a renewed escalation of trade tensions between the US and Europe. #USStocks #Trump #France #Tariffs #Wine https://twitter.com/i/web/status/2013641844320616749 https://twitter.com/i/web/status/2013641844320616749" [X Link](https://x.com/cabrera_rivero/status/2013641844320616749) 2026-01-20T15:56Z [---] followers, [--] engagements "Danish Pension Fund Liquidates $100 Million in US Treasuries The Danish Akademiker Pension Fund announced it will liquidate all of its US Treasury holdings by the end of January. Core Reason: Concerns about the long-term unsustainability of US fiscal policy and credit risk (echoing Moody's rating downgrade). Where the Funds Go: Towards US dollar cash and short-term bonds. While not directly related to the US-Denmark geopolitical dispute institutions are voting with their feet reassessing the "safe-haven" status of US Treasuries. #USTreasuries #USRealEstates #Macro #USDollar #SovereignCredit" [X Link](https://x.com/cabrera_rivero/status/2013944192913879061) 2026-01-21T11:58Z [---] followers, [--] engagements "In-depth Analysis of Intel $INTC First Target Price: $49 - $50 A breakout above the recent trading range upper limit of $47.5 requires confirmation with increased trading volume. Second Target Price: $55 - $56 If the 18A process technology progresses smoothly and AI business continues to ramp up a mid-term valuation recovery is expected. Strong Support: $43.5 - $44.0 (20-day moving average and short-term trend line) Intel ($INTC) stock has recently shown an upward trend driven by both AI server demand and process technology advancements. Although concerns remain about a weak PC market" [X Link](https://x.com/cabrera_rivero/status/2013950940106080637) 2026-01-21T12:24Z [---] followers, [----] engagements "A friend asked me today if $MU is still a good buy. My suggestion: Short-term: Buy around $370 target $400 stop-loss at $365 (previous closing price) betting on HBM order fulfillment and earnings report performance. Medium-term: Hold until $420 focusing on the Q2 FY2026 earnings report (February 28th) and HBM4 production progress. If revenue growth is below 50% or HBM gross margin declines consider reducing the position to 50%. Risk control: Avoid chasing highs build positions in batches and reserve cash to cope with fluctuations caused by macroeconomic policies and industry competition. #MU" [X Link](https://x.com/cabrera_rivero/status/2014047541663346882) 2026-01-21T18:48Z [---] followers, [---] engagements "$EOSE Latest Analysis First Target Price: $19.86 After breaking through the short-term resistance of $17.76 it will test the historical high matching the expectation of order fulfillment. Second Target Price: $22.00 New production lines reaching full capacity + explosive demand for AI energy storage realizing the upper limit of valuation. Support Level: $16.20 The first stabilization point on a pullback. Buying Strategy: Enter with a small position in the $16.20$16.50 range with a stop loss at $13.54 and a target of $19.86; add to the position if it breaks through $19.86 targeting $22.00." [X Link](https://x.com/cabrera_rivero/status/2014317747920838785) 2026-01-22T12:42Z [---] followers, [----] engagements "This $MU wave is not a cyclical rebound With subsidies from the White House Nvidia scrambling for production capacity and HBM prices rising continuously it's a consensus that memory is becoming a bottleneck for AI. Stop worrying about a "cyclical peak" and you'll only regret it later. Isn't it better to build positions in batches now https://twitter.com/i/web/status/2014333856417972556 https://twitter.com/i/web/status/2014333856417972556" [X Link](https://x.com/cabrera_rivero/status/2014333856417972556) 2026-01-22T13:46Z [---] followers, [----] engagements "@TacticzH ASML's $1360 level needs earnings support If Q4 orders exceed [---] billion and the [----] guidance increases by 12%+ it can hold above $1400; an upward revision of the [----] guidance is the key to a major market move. Hold on and wait for the earnings report to catalyze the move" [X Link](https://x.com/cabrera_rivero/status/2014334154029072640) 2026-01-22T13:47Z [---] followers, [---] engagements "@TheRayMyers $PATH's turnaround confirmed but don't chase the highs After five years of overselling fundamentals are just starting to recover with earnings share buybacks and AI providing triple catalysts. Pullbacks are buying opportunities; hold and wait for valuation recovery" [X Link](https://x.com/cabrera_rivero/status/2014334459131130228) 2026-01-22T13:48Z [---] followers, [---] engagements "@TheRayMyers We've struck gold $DAVE has increased [--] times in three years and is still undervalued by 39%. With new banks and fintech as dual growth drivers how much higher can it go" [X Link](https://x.com/cabrera_rivero/status/2014357863892676658) 2026-01-22T15:21Z [---] followers, [--] engagements "@TheProfInvestor The $META trend line is incredibly stable; it's held up since [----] and maintaining it is a huge opportunity" [X Link](https://x.com/cabrera_rivero/status/2014366769100488928) 2026-01-22T15:57Z [---] followers, [---] engagements "@MMatters22596 Do you think $BABA can successfully break through $230 Should we add to our positions now or patiently wait for a pullback" [X Link](https://x.com/cabrera_rivero/status/2014373509049250226) 2026-01-22T16:24Z [---] followers, [---] engagements "@wealthmatica $PGY+36% revenue + [--] partners this is amazing The AI lending sector is booming; with the four partners we've been negotiating with coming to fruition we'll take off immediately" [X Link](https://x.com/cabrera_rivero/status/2014702293069791428) 2026-01-23T14:10Z [---] followers, [---] engagements "@StockSavvyShay I think their AI capabilities are actually quite strong; it's just that the market hasn't reacted yet. Once the learning effectiveness is proven the stock price may see a rebound" [X Link](https://x.com/cabrera_rivero/status/2014702628324712680) 2026-01-23T14:11Z [---] followers, [---] engagements "$TSLA Detailed Analysis Strategy Recommendation: Buy in the $430-$440 range stop loss below $420 first target $480 second target $520 take profit gradually. First Target Price $480: Based on a technical breakout if it stabilizes above the $450-$460 range short covering and buying pressure will drive the stock price upward aligning with the short-term optimistic expectations of some institutions. Second Target Price $520: Considering the growth of the energy business and the progress of FSD commercialization if the automotive business stabilizes in [----] coupled with the implementation of AI" [X Link](https://x.com/cabrera_rivero/status/2014710734790287400) 2026-01-23T14:44Z [---] followers, [---] engagements "Is this a genuine or temporary boost for Nvidia With China allowing Alibaba to buy H2O2 it seemed like Nvidia could profit from the Chinese market again. However the US is demanding a 25% cut and China is also holding up import approvals. It feels like the deal is unlikely to materialize. https://twitter.com/i/web/status/2014716919887065361 https://twitter.com/i/web/status/2014716919887065361" [X Link](https://x.com/cabrera_rivero/status/2014716919887065361) 2026-01-23T15:08Z [---] followers, [--] engagements "$NVDA - Suitable for Swing Trading + Medium-to-Long-Term Positioning Reference π First Target Price: $200 (Breakthrough of psychological level + Institutional consensus) Second Target Price: $235 (UBS rating corresponding to 25% upside potential) Buy in batches during pullbacks to the $180-$182 range with a stop-loss at $175. Short-term fluctuations do not change the long-term growth logic. Strong order book + technological iteration + ecosystem barriers support performance making it suitable for a combination of swing trading and long-term allocation. #NVDA #AI #USStocks #Tech" [X Link](https://x.com/cabrera_rivero/status/2014722754960830959) 2026-01-23T15:31Z [---] followers, [---] engagements "$IREN Detailed Analysis Trading Recommendation: Establish a 50% position in the $50-$52 range with the remaining funds available for further investment once fundamentals materialize. First Target Price: $70 (Canaccord Genuity's latest target price). Based on AI business expansion and valuation calculations under a market-neutral scenario a breakout could open up further upside potential. Second Target Price: $96. This is a Fibonacci extension level coupled with institutional expectations for performance following the completion of a large Microsoft contract making it an optimistic target" [X Link](https://x.com/cabrera_rivero/status/2014725380674879825) 2026-01-23T15:42Z [---] followers, [----] engagements "Today I'm adding $IREN to my watchlist optimistic about its future growth potential. π Yesterday $INTC reached its second target price and I've successfully taken profits. β Click my profile picture to visit my homepage and follow me to get daily updates on trending news and investment portfolios. π€ Market volatility is normal; the key is the logic behind our approach. Leveraging our team's nearly [--] years of global market experience we insist on in-depth industry chain research geopolitical dynamic tracking and quantitative model support striving to find certainty-based excess returns" [X Link](https://x.com/cabrera_rivero/status/2014758160553152885) 2026-01-23T17:52Z [---] followers, [---] engagements "@TacticzH A PE ratio of [---] corresponds to a net profit of [--] billion requiring extremely high growth realization. Currently both deliveries and gross profit are under pressure and the valuation bubble still exists. $TSLA" [X Link](https://x.com/cabrera_rivero/status/2014764794981531853) 2026-01-23T18:18Z [---] followers, [---] engagements "Next Week's Strategy Highlights In a volatile market strictly control your positions and focus on sectors with high certainty: Prioritize leading AI computing power companies and policy-benefited sectors such as nuclear energy; Wait for the Fed's statements and the earnings reports of tech giants avoiding traditional chip stocks and trade-sensitive small-cap stocks; Utilize tools to hedge against volatility risks brought by earnings reports and policies avoid blindly chasing highs and wait for the market to clarify its direction before making investment decisions. #USStocks #Nasdaq" [X Link](https://x.com/cabrera_rivero/status/2015412002013749641) 2026-01-25T13:10Z [---] followers, [--] engagements "@SergeyCYW "You can't talk about Mag [--] fundamentals without mentioning the interest rate elephant in the room. At 4-5% rates these multiples are historically aggressive. The 'duration risk' is real. β "" [X Link](https://x.com/cabrera_rivero/status/2015777549146632216) 2026-01-26T13:23Z [---] followers, [---] engagements "@thexcapitalist Druckenmiller nailed it the 12yr greenfield lag is the killer. [----] deficit already 150k tons AI data centers chew 2x more copper than traditional ones and mines are aging fast. Supply cant catch up period. π#CopperBull" [X Link](https://x.com/cabrera_rivero/status/2015777811445719071) 2026-01-26T13:24Z [---] followers, [----] engagements "The upgrade we've been waiting for for four years is finally here The first generation already had amazing battery life (one battery lasted a year) and now the features have been upgraded and the price hasn't increased. Skechers has even incorporated it into children's shoes; won't senior shoes and pet collars follow suit AAPL's ecosystem strategy is absolutely brilliant. https://twitter.com/i/web/status/2015793035406168277 https://twitter.com/i/web/status/2015793035406168277" [X Link](https://x.com/cabrera_rivero/status/2015793035406168277) 2026-01-26T14:24Z [---] followers, [---] engagements "π₯ AI Computing Power Explosion H100 Prices Rise Nvidia Invests $2 Billion Are These Companies About to Take Off The spring for AI utility companies is here again π± β Nvidia Makes a Big Move: Investing $2 billion in $CRWV Aiming to Build a 5GW AI Factory by [----] This is the strongest endorsement for computing infrastructure. π Price Indicator: Claude Opus [---] Released H100 Leasing Prices Rise Computing Demand Remains Strong. π Core Logic: Agent Demand Growth New Infrastructure Construction Speed = Continued Tight GPU Supply. This is a real boon for AI utility companies like $NBIS $IREN and" [X Link](https://x.com/cabrera_rivero/status/2015796637369610249) 2026-01-26T14:39Z [---] followers, [---] engagements "@RihardJarc The strategic layout is sound; major supercomputing manufacturers are benefiting from infrastructure development memory is experiencing a super bull market in AI and AMD is filling the gap in edge AI" [X Link](https://x.com/cabrera_rivero/status/2015804687086133328) 2026-01-26T15:11Z [---] followers, [---] engagements "@StockSavvyShay That hit the nail on the head No wonder NET has been trending so strongly lately; it turns out they've blocked the core link between Claude Cowork and Clawdbot" [X Link](https://x.com/cabrera_rivero/status/2015804894012141583) 2026-01-26T15:11Z [---] followers, [----] engagements "Which portfolio do you prefer Let's discuss and analyze it together.#USStocks $EOSE First target price: $16.00 Second target price: $20.00 Short-term support: $14.00 $IREN First target price: $54 Second target price: $68 Short-term support: $42 $WMT First target price: $125 Second target price: $129 Short-term support: $115 $OKLO First target price: $117 Second target price: $135 Short-term support: $95 $THRM First target price: $43 Second target price: $46 Short-term support: $34 $INTC First target price: $50 Second target price: $60 Short-term support: $42 $AMZN First target price: $300" [X Link](https://x.com/cabrera_rivero/status/2011123887057121539) 2026-01-13T17:11Z [---] followers, [---] engagements "$EOSE is showing a short-term bullish bias; watch for breakout signals. First Target: $18.00 Second Target: $20.00 (Institutional Target Price / Strong Resistance Level) π‘ Strategy: Consider a small long position on a pullback to the $16.8-$17.0 range with a stop-loss at $16.5. If it strongly breaks through $18.0 add to the position targeting $20.0. #EOSE #EnergyStorage #USStocks #TechnicalAnalysis #Trading https://twitter.com/i/web/status/2013658916274475178 https://twitter.com/i/web/status/2013658916274475178" [X Link](https://x.com/cabrera_rivero/status/2013658916274475178) 2026-01-20T17:04Z [---] followers, [----] engagements "If you believe AI is the future $TSM is a core asset you must hold. π First target price: $370 (valuation repair + earnings realization) Second target price: $410 (AI supercycle continues) Support levels: $310 / $290 (strong support zone consider buying on dips) #TSM #USStocks #AIChip #Semiconductor #USStockInvestment https://twitter.com/i/web/status/2013970403828322558 https://twitter.com/i/web/status/2013970403828322558" [X Link](https://x.com/cabrera_rivero/status/2013970403828322558) 2026-01-21T13:42Z [---] followers, [----] engagements "$WDC Detailed Analysis First Target Price: $250 (Technical resistance level after breaking through the previous high). Second Target Price: $270 (Optimistic scenario: AI demand continues to exceed expectations). Support Level: $210 (Recent high-volume trading area) Buy Range: $210$220 (Pullback to support level). Risk Warnings: * Industry Cycle Risk: The storage industry is highly cyclical. A price correction in NAND/HDD or a slowdown in demand will impact revenue and gross profit. * Increased Competition: Seagate continues to exert its strength in the HDD field while Samsung and SK Hynix are" [X Link](https://x.com/cabrera_rivero/status/2014345895869817137) 2026-01-22T14:34Z [---] followers, [----] engagements "$SNDK Detailed Analysis First Target Price: $520 (Technical breakout above previous high coupled with a 30%-35% price increase in NAND futures contracts in Q1) Second Target Price: $580 (Bernstein's latest target price; widening NAND supply-demand gap under the AI storage supercycle; 11x PE ratio for FY2027 EPS of $52.66) Support Level: $440 (Recent high-volume trading area strong support at the 50-day moving average key support level for pullbacks) Buying Range: $440-$460 (Buy in batches on pullbacks to support levels; avoid chasing highs) #SNDK #SanDisk #Storage #NAND #AI #DataCenter #LMND" [X Link](https://x.com/cabrera_rivero/status/2014360556195508406) 2026-01-22T15:32Z [---] followers, [----] engagements "$BABA Detailed Analysis First Target Price: $195. Cloud business maintains 35%+ growth instant retail loss reduction exceeds expectations valuation recovers to 18x PE. Second Target Price: $215. Pingtouge IPO completed Alibaba Cloud AI revenue exceeds 30% spin-off catalyzes further valuation increase. First Support Level: $165. Upper edge of previous consolidation range high trading volume strong technical support. Investment Strategy Recommendation: Buy in batches at the $165 support level add to position at $150; reduce position by 1/3 at the first target price of $195 and further reduce by" [X Link](https://x.com/cabrera_rivero/status/2014680350585192717) 2026-01-23T12:43Z [---] followers, [----] engagements "$IQNQ Detailed Analysis First target price: [-----] Second target price: [------] Short-term strong support: [-----] Long-term value investing: Total position 10% built in [--] batches (30% at support level [-----] 40% at [-----] and an additional 30% upon breakout above the [-----] moving average) avoiding a full position at once. Trigger signals: [--]. Performance iteration of AQ64 - AQ100 implemented; [--]. First phase delivery and acceptance of Air Force orders passed; [--]. QCaaS revenue turns positive sequentially. #IONQ #QuantumComputing #USTechnology https://twitter.com/i/web/status/2015755170244702211" [X Link](https://x.com/cabrera_rivero/status/2015755170244702211) 2026-01-26T11:54Z [---] followers, [---] engagements "$SKYT Detailed Analysis Trading Strategy Reference Long-term investors: It is recommended to wait for a pullback to the $26-$27 range to gradually build positions with a stop-loss below $26 and a target price of $35 (corresponding to an estimated [----] PE ratio of approximately 25x). Short-term traders: Pay attention to the $32.25 resistance level. A breakout could lead to a small position with a stop-loss at $32.16. A pullback to $28.82 could be an opportunity to buy on the dip with a stop-loss at $28. Risk Warnings: High customer concentration with government orders accounting for over 30%." [X Link](https://x.com/cabrera_rivero/status/2015770502623543753) 2026-01-26T12:55Z [---] followers, [----] engagements "@HyperTechInvest $ALB is good" [X Link](https://x.com/cabrera_rivero/status/2015776887293813129) 2026-01-26T13:20Z [---] followers, [---] engagements "@qualtrim $MU crushing it on margins: 45% OPM trouncing AMD/AVGO/QCOM is wild. This isnt just a cycle AI is supercharging memory demand permanently π₯" [X Link](https://x.com/cabrera_rivero/status/2015777990781591797) 2026-01-26T13:24Z [---] followers, [---] engagements "Looking at the financial data is a bit worrying. The debt-to-equity ratio is over 85% and interest expenses have surged by 400%. Although Nvidia is backing it the high leverage still makes me afraid of potential losses I plan to wait for a pullback to below [--] before considering further investment since my stop-loss line at [--] isn't too far off. https://twitter.com/i/web/status/2015792814953492940 https://twitter.com/i/web/status/2015792814953492940" [X Link](https://x.com/cabrera_rivero/status/2015792814953492940) 2026-01-26T14:23Z [---] followers, [---] engagements "Is $INTC a "golden opportunity" or a "value trap" π³ Although the disappointing Q1 guidance caused the stock price to plummet the 18A process in [----] is Intel's ultimate trump card β Opportunity: If the 18A process is launched as scheduled the foundry business will take off and the valuation recovery potential is huge. β Risk: If the PC market remains sluggish and the process is delayed the stock price will face a double whammy of declining earnings and valuation. π‘ Trading Recommendation: Buy in batches between $40 and $42 and exit decisively if it falls below $40. Target: First target is" [X Link](https://x.com/cabrera_rivero/status/2015814678237098164) 2026-01-26T15:50Z [---] followers, [----] engagements "$IREN Detailed Analysis First Target Price: $69.36 (Analyst consensus price corresponding to a 22.4%-32.5% upside). Focus on the Q2 FY2025 earnings report on February 5th. If AI revenue growth exceeds expectations and GPU utilization improves the stock price may challenge the $69.36 target price. Short-term Support: $50.11 (January 23rd low) the lower edge of the previous trading range indicating strong buying support. Core Advantages: Vertical Integration: Owns land power systems and data centers resulting in strong cost control and leading energy efficiency. Energy Advantage: 100% renewable" [X Link](https://x.com/cabrera_rivero/status/2016120956696011076) 2026-01-27T12:07Z [---] followers, [----] engagements "$OKLO Entry Reference If it retraces to the $81-$82 range and stabilizes consider a small long position with a stop-loss below $78. If it breaks through and holds above $90 add to the position up to the target price of $103 then target $127. The short-term trading value of OKLO lies in the Meta partnership and analyst target prices. The first target is $103 with support levels at $81/$78/$72. Risk Management Points: Monitor catalysts/risk events such as the implementation of the Meta partnership regulatory approvals and financing progress. #OKLO #SMR #NuclearEnergy #AIEnergy #MetaPartnership" [X Link](https://x.com/cabrera_rivero/status/2016141499189043230) 2026-01-27T13:29Z [---] followers, [----] engagements "GLW's [--] billion long-term order is incredibly strong The expansion of the META AI data center is locked in until [----] ensuring a high level of order certainty. Coupled with factory expansion to match production capacity both short-term stock price elasticity and long-term performance are supported. It's a confirmed core beneficiary in the AI infrastructure sector https://twitter.com/i/web/status/2016158892065964444 https://twitter.com/i/web/status/2016158892065964444" [X Link](https://x.com/cabrera_rivero/status/2016158892065964444) 2026-01-27T14:38Z [---] followers, [---] engagements "$UNH has completely shattered the "safe haven myth" with a 15% pre-market drop dragging down the entire healthcare sector. It now appears that Buffett's [----] investment strategy was merely market timing unable to withstand policy black swan events In the short term avoid healthcare stocks and observe the subsequent implementation of fee rate policies and company cost control measures. https://twitter.com/i/web/status/2016159171377271270 https://twitter.com/i/web/status/2016159171377271270" [X Link](https://x.com/cabrera_rivero/status/2016159171377271270) 2026-01-27T14:39Z [---] followers, [---] engagements "@MMatters22596 CRWV is really strong this time. Its revenue growth is still accelerating and it has also secured a large order from NVDA. Its fundamentals are at their peak and the 30% unrealized profit is just the beginning" [X Link](https://x.com/cabrera_rivero/status/2016162900428075498) 2026-01-27T14:54Z [---] followers, [---] engagements "@moninvestor UNH a leading safe-haven asset with assets exceeding [---] billion has fallen by nearly 20%. When will this correction end" [X Link](https://x.com/cabrera_rivero/status/2016170586309820686) 2026-01-27T15:25Z [---] followers, [---] engagements "$UNH Core Strategy: Mainly observe and wait; avoid blindly buying the dip; only trade right-side rebounds. Double negative factors triggered panic selling Near-zero growth in MA fees + first-ever revenue decline cast doubt on core profitability and growth logic. Short-term technical breakdown exacerbates selling pressure. π₯ #UNH #USStockMarketPlunge #HealthcareStocks #MAPaymentFeeRate https://twitter.com/i/web/status/2016172320700694717 https://twitter.com/i/web/status/2016172320700694717" [X Link](https://x.com/cabrera_rivero/status/2016172320700694717) 2026-01-27T15:31Z [---] followers, [---] engagements "$IREN is clearly in a bullish oscillating pattern with $52 as a key support level; a break below this level would indicate weakness. The first target is $62 with a further target of $68 if it breaks through. Microsoft's earnings report is the core catalyst today driven by its Bitcoin + AI cloud businesses indicating strong growth potential. Strategy: Hold primarily; add to positions if it breaks through $62 with a target of $68. #IREN #USStocks #AIHashrate #BitcoinMining #StockTrading $IREN Detailed Analysis First Target Price: $69.36 (Analyst consensus price corresponding to a 22.4%-32.5%" [X Link](https://x.com/cabrera_rivero/status/2016186819524571195) 2026-01-27T16:29Z [---] followers, [---] engagements "@wealthmatica With EBITDA surging 121.8% over three years ZETA's profitability is at its peak making it hard not to be optimistic" [X Link](https://x.com/cabrera_rivero/status/2016192728032240083) 2026-01-27T16:53Z [---] followers, [---] engagements "@dannycheng2022 Every time retail investors panic and make rash decisions it's the major players who are picking up cheap shares. Of course you should seize these easy opportunities" [X Link](https://x.com/cabrera_rivero/status/2016193068756599277) 2026-01-27T16:54Z [---] followers, [---] engagements "The bottleneck in AI computing power supply is an industry consensus. $IREN with its existing power and GPU resources is making a strategic move by signing long-term contracts. Pay attention to next week's transaction details and revenue guidance; earnings fulfillment is the key factor. https://twitter.com/i/web/status/2016200060329947326 https://twitter.com/i/web/status/2016200060329947326" [X Link](https://x.com/cabrera_rivero/status/2016200060329947326) 2026-01-27T17:22Z [---] followers, [---] engagements "Intel $INTC Deep Dive Analysis Update β Key Highlights: DCAI revenue grows steadily; Gaudi + Xeon enters the AI inference market; 18A process yield improves capacity expected to improve in Q2 2026; government investment + Nvidia strategic support ensures funding for transformation. β Short-term Pressures: Q1 revenue guidance below expectations weak PC demand and tight capacity. π Technical Analysis: Holding above the 50/200-day moving averages trading in a strong range. π― Trading Range: Support at 42-43 first target [--] second target [--]. Strategy: Buy on dips strict stop-loss below [--]. #INTC" [X Link](https://x.com/cabrera_rivero/status/2016487676795310130) 2026-01-28T12:25Z [---] followers, [---] engagements "@StockSavvyShay Anthropic has raised its long-term revenue targets maximizing its growth expectations. With Amazon as a key investor the equity value is expected to continue to be revalued as the company expands further highlighting the strategic value of its AI investment portfolio" [X Link](https://x.com/cabrera_rivero/status/2016493138026639831) 2026-01-28T12:46Z [---] followers, [---] engagements "ASML's recent surge is essentially a repricing of the market's long-term demand for AI computing power. As the world's only high-end EUV supplier ASML's order data is a leading indicator of semiconductor capital expenditure. Orders significantly exceeding expectations mean that TSMC Samsung and other manufacturers are proceeding with their planned 2nm/3nm capacity expansions. The capacity cycle for AI chips and HBM memory has just begun and the industry's upward cycle is expected to continue. https://twitter.com/i/web/status/2016493408244637762" [X Link](https://x.com/cabrera_rivero/status/2016493408244637762) 2026-01-28T12:47Z [---] followers, [---] engagements "$WDC institutions have raised their target prices in quick succession: Citigroup $280 Cantor $300 Rosenblatt $270 Bank of America $257 and Mizuho $265 all bullish. WDC is at the heart of the AI storage supercycle benefiting in the short term from rising prices and order support and in the medium to long term from technological iterations (ePMR/HAMR) and improved gross margins. We recommend participating with a phased entry strategy and tiered profit-taking and stop-loss orders to balance returns and risks. #WDC #AIStorage #Semiconductor $WDC Detailed Analysis First Target Price: $250" [X Link](https://x.com/cabrera_rivero/status/2016499856630554952) 2026-01-28T13:13Z [---] followers, [---] engagements "Beware of pre-market surge traps in $PDYN PDYN surged 36% pre-market boosted by a positive military contract but the company is not yet profitable and its high valuation inherently puts downward pressure on prices. Positive Driver: Securing the AFRL HANGTIME project contract coupled with high revenue guidance led to a 36% pre-market surge with a price of $8.87. Risk Warning: The company remains deeply unprofitable. Its high valuation and small-cap characteristics make it highly volatile and it is prone to a "sell-on" scenario opening high and then falling. Trading Advice: Avoid chasing the" [X Link](https://x.com/cabrera_rivero/status/2016514155851796520) 2026-01-28T14:10Z [---] followers, [---] engagements "$TSLA Latest Analysis π°Technical Analysis: Current price [------] support 405/380 first target [---] second target [---] β Risks: Increased competition in the electric vehicle market significant increase in capital expenditure in [----] slower-than-expected transformation progress Short-term (1-3 months): Range trading trading between $405 and $449 stop loss below $405 break above $449 targeting $460. Mid-term (3-6 months): Focus on [----] Q1 FSD subscription data and Cybercab progress. If AI implementation exceeds expectations the target could be $520. Risk Control: Phased entry no more than 15% of a" [X Link](https://x.com/cabrera_rivero/status/2016839052842901537) 2026-01-29T11:41Z [---] followers, [---] engagements "@wallstengine With military and AI data centers accounting for over 60% of revenue and a significant reduction in reliance on telecommunications the company's performance stability has greatly improved making the upward adjustment of the target price reasonable" [X Link](https://x.com/cabrera_rivero/status/2016849851498062244) 2026-01-29T12:24Z [---] followers, [--] engagements "@SpaceInvestor_D RDW has a clear strategy: leveraging its technological barriers in core aerospace components it extends upstream to build a platform transforming from a consumables supplier to a system-level service provider thus completely restructuring its valuation logic" [X Link](https://x.com/cabrera_rivero/status/2016850060844126505) 2026-01-29T12:25Z [---] followers, [---] engagements "@bdinvestingg Short-term advertising costs are dragging down the stock price but the Super Bowl oral medication ad is expected to generate buzz and a turning point catalyst is worth looking forward to" [X Link](https://x.com/cabrera_rivero/status/2016850442613915768) 2026-01-29T12:26Z [---] followers, [---] engagements "@Mr_Derivatives The PLTR RSI hit a new low and broke below the 200-day moving average indicating a head and shoulders pattern that needs confirmation. Be wary of further declines" [X Link](https://x.com/cabrera_rivero/status/2016851300017647656) 2026-01-29T12:29Z [---] followers, [---] engagements "@Barchart With central bank gold purchases expectations of monetary easing and geopolitical risks the fundamental logic for gold is already strong. While a target of $10000 may seem aggressive the bullish sentiment is at its peak" [X Link](https://x.com/cabrera_rivero/status/2016854773245350200) 2026-01-29T12:43Z [---] followers, [---] engagements "@Stocktwits Hardware stocks are thriving while software stocks are suffering losses. $NOW's 9% drop tells you that the current US stock market doesn't believe in software growth" [X Link](https://x.com/cabrera_rivero/status/2016855027759849768) 2026-01-29T12:44Z [---] followers, [---] engagements "$META Detailed Analysis Q4 earnings significantly exceeded expectations Total revenue reached $59.893 billion a 24% year-over-year increase with advertising revenue leading the growth. EPS of $8.88 far exceeded expectations and [----] billion daily active users solidified the core business. Short-term (1-3 months): Better-than-expected earnings + strong Q1 guidance fueled after-hours gains and boosted market sentiment. Consider buying on dips around the $647 support level with a target of $700. Mid-term (6-12 months): Focus on the progress of AI infrastructure investment and advertising ROI. If" [X Link](https://x.com/cabrera_rivero/status/2016869655420273120) 2026-01-29T13:42Z [---] followers, [---] engagements "$MSFT Microsoft's stock price saw a short-term market correction due to a slight slowdown in AI investment and cloud growth but its core business is growing strongly and its long-term AI strategy is expected to open up new opportunities. Trading Recommendation: Consider building a position in batches within the $400-$420 range with a stop-loss at $370; hold long-term focusing on Azure growth AI cost control and progress in OpenAI collaborations. After the sharp drop in stock price valuation has entered a relatively safe zone suitable for long-term investors to buy on dips. Short-term caution" [X Link](https://x.com/cabrera_rivero/status/2016891575708659968) 2026-01-29T15:09Z [---] followers, [----] engagements "Technically the price retraced to the 200-day moving average. Fundamentally it has two catalysts: the oral version of Wegovy and the approval of high-dose formulations. This correction in $NVO appears to be a healthy shakeout. Holding the $58 support level $70 is not the end; the growth logic for the weight-loss drug sector remains strong. https://twitter.com/i/web/status/2016897769202491853 https://twitter.com/i/web/status/2016897769202491853" [X Link](https://x.com/cabrera_rivero/status/2016897769202491853) 2026-01-29T15:34Z [---] followers, [---] engagements "@MMatters22596 The decline on lower volume indicates that short-selling momentum has been exhausted and short positions at high levels are like a powder keg waiting to be ignited. The market logic for $HIMS has completely shifted; patiently wait for the main upward wave" [X Link](https://x.com/cabrera_rivero/status/2016898042595561632) 2026-01-29T15:35Z [---] followers, [----] engagements "$OKLO Trading Recommendations Entry Strategy: Establish positions in batches during pullbacks to the $85-$80 range with a stop-loss below $75. Add-to-Position Signals: A breakout and hold above $95.1 or a successful Meta partnership or significant progress in NRC approval. Profit-Taking Plan: Reduce positions by 30% at the first target of $105 and by another 40% at the second target of $127. The remaining position should be held for long-term catalysts. OKLO is an event-driven stock driven by the convergence of nuclear energy transition and AI-driven energy demand. Short-term trading is" [X Link](https://x.com/cabrera_rivero/status/2016924876460769638) 2026-01-29T17:22Z [---] followers, [---] engagements "π $SNDK surged 21% in pre-market trading Q4 EPS $6.2 (408% QoQ) gross margin 51.1%. Q1 guidance met expectations with EPS [---] times and gross margin 65%-67% AI is driving explosive demand for data center SSDs exceeding expectations in the storage market. First target $680 second $750 support at $580 #SNDK #USStocks #StorageChip #AIServer" [X Link](https://x.com/cabrera_rivero/status/2017206909653164100) 2026-01-30T12:02Z [---] followers, [---] engagements "SOFI has proven itself a leader in the fintech sector with a flawless financial report Quarterly revenue surpassed [--] billion for the first time adjusted EBITDA increased by 60% year-over-year and both membership and product numbers reached record highs with strong growth across the board in the lending business. Compared to its peers SOFI leads in growth rate profitability and user expansion. Its fiscal year guidance also exceeded expectations and its long-term value continues to be reassessed. https://twitter.com/i/web/status/2017227872428028237" [X Link](https://x.com/cabrera_rivero/status/2017227872428028237) 2026-01-30T13:26Z [---] followers, [---] engagements "Gold has surged dramatically breaking its post-pandemic high The short-term gains have been excessive; be wary of profit-taking and a "buy the rumor sell the fact" pullback. However medium- to long-term support from interest rate cuts and geopolitical risks remains. Buying on dips is safer than chasing highs. Pay attention to the key support level of $5000. https://twitter.com/i/web/status/2017228088581497202 https://twitter.com/i/web/status/2017228088581497202" [X Link](https://x.com/cabrera_rivero/status/2017228088581497202) 2026-01-30T13:27Z [---] followers, [---] engagements "$MSFT MSFT's earnings report exceeded expectations yet its stock price plummeted nearly 10% Revenue of $81.27 billion and EPS of $5.16 both significantly exceeded expectations but a record $37.5 billion in CapEx a slight slowdown in Azure growth and OpenAI accounting for nearly half of RPO triggered anxiety about the return on AI investment leading to a sell-off. Short-term support is at 420-430 and resistance is at 460-470; in the medium to long term the release of computing power and the monetization of Copilot suggest that the logic of MSFT as an AI leader remains intact. #MSFT #USStocks" [X Link](https://x.com/cabrera_rivero/status/2017235365208224253) 2026-01-30T13:56Z [---] followers, [---] engagements "$IREN π₯ IREN Latest Overview: A Leading Player in High-Volatility AI Computing Infrastructure High Volatility Window Before Earnings Report π Core Logic: Bitcoin Miner AI Cloud Infrastructure Microsoft's $9.7 Billion Order + Low-Cost Green Electricity Barrier AI Cloud to Become a Core Pillar in [----] π Market Overview: Over 53% cumulative increase in [----] current price $56-63 short-term resistance $58.58 $64 strong support $50 $45-48 Key Catalyst: Q2 Earnings Report on February 5th AI cloud revenue/GPU expansion/park progress will be the deciding factors β Risks: Execution falling short of" [X Link](https://x.com/cabrera_rivero/status/2017250381139517852) 2026-01-30T14:55Z [---] followers, [---] engagements "$IONQ Detailed Analysis The current stock price is in a short-term pullback range but its high volatility high valuation and high growth attributes remain unchanged. π― Target Price First Target (Short-Term): $46.5-$48.9 (Upper edge of previous consolidation priority profit-taking level) Second Target (Swing Trading): $53-$56 (Historically densely traded area) Long-Term Target (12 Months): $75.91+ (Analyst consensus optimistically $80-$100) π‘ Key Support Levels (Core of Risk Control) Short-Term Support: $37.5-$38 (50-day moving average a key level for determining strength or weakness; reduce" [X Link](https://x.com/anyuser/status/2018302957993828837) 2026-02-02T12:38Z [---] followers, [---] engagements "$INTC Intel [----] Core Analysis + First Target Price Short-term First Target Price: $50 (1-4 weeks high probability) Mid-term First Target Price: $60-65 (1-2 quarters trend-following) Core Support: $42-44 (strong support) Core Logic 18A process ramp-up IFS foundry benefits from policy + funding support AI server / AI PC dual main themes [----] Q1 earnings trough partially digested capacity and profitability to improve quarter by quarter from Q2 Low valuation clear expectation of a turnaround significant institutional divergence but optimists see $60+ Trading Recommendations Short-term: Buy on" [X Link](https://x.com/anyuser/status/2018345872203960655) 2026-02-02T15:28Z [---] followers, [----] engagements "$AMD β First target price: $281.06 (Upside 18.72%) β Second target price: $330 π‘Support level: $230 Stop loss level: $225 Core drivers: Increased server CPU market share + AI collaboration implementation + lifting of restrictions in the Chinese market with Zen6 architecture expected to be deployed in [----] #USStocks #Semiconductors #AIComputingPower #AMD https://twitter.com/i/web/status/2018655346957422828 https://twitter.com/i/web/status/2018655346957422828" [X Link](https://x.com/anyuser/status/2018655346957422828) 2026-02-03T11:58Z [---] followers, [----] engagements "$IREN reached my suggested price yesterday let's expect it to reach the first target price. Holding strategy: Maintain a position of 30% before the earnings report; add to the position to 50% if it breaks through $58.58; take profits in batches between $60 and $69.36. #IREN #USStocks #AI #EarningsReport #TradingStrategy #StockAnalysis #USStockInvestment #TechStocks https://twitter.com/i/web/status/2018698800836018623 https://twitter.com/i/web/status/2018698800836018623" [X Link](https://x.com/anyuser/status/2018698800836018623) 2026-02-03T14:51Z [---] followers, [----] engagements "$PLTR In-Depth Analysis: 139% NRR Accelerates for [--] Consecutive Quarters AIP Restructures Enterprise Operations PLTR's net dollar retention rate is 139% accelerating for [--] consecutive quarters. Existing customer payments increased by 39% year-over-year. High stickiness and high ARPU are the dual drivers maximizing revenue certainty. AI agents run controlled workflows deeply embedded in core businesses with extremely high replacement costs. It is suitable for highly compliant scenarios such as finance and defense opening up long-term growth potential. With strong growth and profitability the" [X Link](https://x.com/anyuser/status/2019045390864007420) 2026-02-04T13:48Z [---] followers, [---] engagements "@TheLongInvest If the price retraces but doesn't break through it's a strong signal. $ZETA has solid support in this wave; let's keep watching" [X Link](https://x.com/cabrera_rivero/status/2019064235783831923) 2026-02-04T15:03Z [---] followers, [---] engagements "$LLY GLP-1's dual-engine growth is explosive with combined sales from Mounjaro and Zepbound exceeding [----] billion a year-on-year increase of over 110% and both revenue and EPS significantly exceeding expectations π₯ [----] guidance again exceeded market expectations with full-year revenue of 80-83 billion and EPS of $33.5-35 maximizing growth certainty. Key Price Levels Support: [------] / [---] First Target: [----] Second Target: [----] Risks Pricing pressure intensified competition in GLP-1 and production capacity pace. Trading Strategy Hold positions with a stop-loss at [---] targeting 1100-1200;" [X Link](https://x.com/anyuser/status/2019067112476606506) 2026-02-04T15:14Z [---] followers, [---] engagements "@wallstengine π₯ With a 300% YoY growth and a 16x commitment the Google AI ecosystem has shifted from a "technology narrative" to a "revenue engine" which is the strongest fundamental signal" [X Link](https://x.com/cabrera_rivero/status/2019377839079092617) 2026-02-05T11:49Z [---] followers, [---] engagements "@oguzerkan With $680 billion in data center capital expenditure a 35% year-on-year increase and an 8x [----] projected PE ratio $AMD has been ridiculously oversold making its bullish rationale incredibly strong" [X Link](https://x.com/cabrera_rivero/status/2019378319045861642) 2026-02-05T11:51Z [---] followers, [---] engagements "$TSEM Tower Semiconductor surges over 16% The company collaborates with Nvidia to drive AI infrastructure development using 1.6T data center optical modules Short-term: If the price opens near $128 with significant volume a small long position can be considered with a stop-loss set at $124. If it falls below $124 reduce the position to mitigate risk. Mid-term: Due to increased volatility in the semiconductor sector maintain a 50-60% position and wait for the sector sentiment to stabilize before adding to the position. Risk Warning: Monitor the opening performance of the Nasdaq and the" [X Link](https://x.com/cabrera_rivero/status/2019382191927476391) 2026-02-05T12:06Z [---] followers, [---] engagements "@TheLongInvest $PLTR has broken below the 200-day moving average and formed a head and shoulders pattern indicating a deteriorating technical outlook. A price of [---] or below is a reasonable entry point; there's no rush to buy the dip" [X Link](https://x.com/cabrera_rivero/status/2019392767701733498) 2026-02-05T12:48Z [---] followers, [---] engagements "$BABA Alibaba (BABA): High Growth in Cloud & AI + Consumption Recovery + Valuation Repair Target Price: $200 (Average Institutional View) Support: $150 / $140 Resistance: $170 / $190 Strategy: Buy in batches within the $150-$155 range stop loss at $140 reduce positions at $200 #BABA #ChineseStocks #Alibaba #CloudAI #USStocks https://twitter.com/i/web/status/2019407192311390295 https://twitter.com/i/web/status/2019407192311390295" [X Link](https://x.com/anyuser/status/2019407192311390295) 2026-02-05T13:46Z [---] followers, [---] engagements "Most popular Chinese concept stocks rose: $MOSN up more than 5% $BILI up more than 3% $BABA $XPEV $LI up more than 2%. $DDL rose as much as 9% intraday after Meituan plans to acquire the company for $717 million. $BIDU up more than 4%: expected to pay its first dividend in [----] and authorized a new $5 billion share repurchase program. $NIO up more than 7%: expects adjusted operating profit of RMB [---] million to [---] billion in Q4 [----]. $TENB up 10%: Q4 revenue rose 10.5% YoY beating market expectations. $SYM up 6%: Q1 revenue rose 29% YoY beating estimates; strong Q2 guidance. $ALGN up 11%: Q4" [X Link](https://x.com/anyuser/status/2019415746883776929) 2026-02-05T14:20Z [---] followers, [---] engagements "@Stocktwits $HIMS dual-catalysis: low-priced Wegovy oral version + early cancer screening. Funds are clearly scrambling for it today. Let's see if it can maintain its momentum" [X Link](https://x.com/cabrera_rivero/status/2019420293983531339) 2026-02-05T14:38Z [---] followers, [---] engagements "$IREN plunged 17.37% to close at $44.94 on February 4th a 30% pullback from its January high. Key factors and earnings highlights at a glance: π»Core reasons for the decline: Bitcoin fell over 4% + AI sector sell-off; Q2 earnings released after market close today high CAPEX raises concerns. π Key levels: Support at $43.91 resistance at $48-50; currently deploying [-----] NVIDIA GPUs. π‘ Trading strategy: Oversold near $44; if earnings disappoint expect a drop to $38-40; if earnings exceed expectations consider establishing a position targeting $50. β Risks: Bitcoin decline AI transformation" [X Link](https://x.com/anyuser/status/2019422152609480931) 2026-02-05T14:45Z [---] followers, [---] engagements "#BTC [-----] - Extreme panic 24-hour liquidations reach [---] million ETFs continue to see outflows 70k level is a critical support level + gold diverges from $5000. US regulators: Treasury Secretary Bessenter's congressional testimony clarified that "the government will not bail out BTC holdings" exacerbating market selling pressure. The White House convened Coinbase and others on February 2nd to discuss stablecoin reward regulation. Banks are concerned about diverting deposits and the industry is pushing for legislation aiming to find a solution by the end of February. Institutional views: "Big" [X Link](https://x.com/anyuser/status/2019428259293778352) 2026-02-05T15:09Z [---] followers, [---] engagements "@moninvestor Telemedicine + GLP-1 compound formulation + low-cost subscription: HIMS integrates customer acquisition conversion and retention leading to a valuation restructuring" [X Link](https://x.com/cabrera_rivero/status/2019433676380184770) 2026-02-05T15:31Z [---] followers, [---] engagements "@Mr_Derivatives The surge in the volatility index indicates that large funds are seeking safe havens suggesting that volatility will only increase in the future" [X Link](https://x.com/cabrera_rivero/status/2019434034229833923) 2026-02-05T15:32Z [---] followers, [--] engagements "$MSTR MSTR's core focus is currently on high-risk assets driven by Bitcoin price volatility. On February [--] [----] its closing price was $106.99 a drop of over 77% from its November [----] peak. Support levels are $100-$104. Core Investment Logic The company's core strategy is "equity + debt financing to buy Bitcoin." As of February [--] [----] it held [------] Bitcoins with a total cost of $54.26 billion and an average cost of $76052 per coin. Due to the recent sharp drop in Bitcoin (approximately $60000 on February 5) the position is showing its first unrealized loss. Trading Recommendations Short-term" [X Link](https://x.com/anyuser/status/2019738835643470278) 2026-02-06T11:43Z [---] followers, [---] engagements "@alc2022 ALC's statement is very strong The collective pullback is only temporary. Hold your shares firmly and wait for AI to drive profits in the real economy; a generous return is inevitable πͺ" [X Link](https://x.com/cabrera_rivero/status/2019743406432415939) 2026-02-06T12:02Z [---] followers, [---] engagements "$IBIT IBIT with its low fees high liquidity institutional backing and options tools has become a leading Bitcoin ETF suitable for various investor portfolios. Short-term overselling may present a buying opportunity; in the medium term focus on capital inflows and Bitcoin price stabilization; long-term value depends on the development of the Bitcoin industry and institutional allocation trends. Operationally it is recommended to build positions in batches use strict stop-loss orders and optimize the risk-reward ratio using options tools. Operational Recommendations: Buy in batches: Initially" [X Link](https://x.com/anyuser/status/2019759513759293735) 2026-02-06T13:06Z [---] followers, [---] engagements "$IREN's short-term performance and stock price fluctuate greatly but its AI transformation direction is clear and its valuation is attractive making it a typical high-risk high-return stock. Key tracking indicators include AI customer signing progress GPU deployment speed AI Cloud ARR growth and Bitcoin price trends. If the transformation proceeds smoothly it is expected to experience a double boost in both valuation and performance. Positioning Strategy: Total position should not exceed 10% built in 3-4 batches. The initial 30% position should be in the $38-$40 range with an additional 30%" [X Link](https://x.com/anyuser/status/2019768366915793210) 2026-02-06T13:41Z [---] followers, [---] engagements "$MSFT Detailed Analysis Short-term first target: $425$430 Key support: $390 $375 Resistance: $415 $425 $435 Highlights: AI Cloud Copilot commercialization deep integration with OpenAI Risks: High AI capital expenditure short-term growth pressure valuation correction Earnings exceeded expectations but the stock price plummeted. Technically it has entered oversold territory. A rebound can be considered if it stabilizes above 390; a break below this level warrants caution. Institutional consensus (44 Wall Street analysts) Rating: Moderate Buy (39 Buy [--] Hold [--] Strong Buy) #MSFT #USStocks" [X Link](https://x.com/anyuser/status/2020847546302701734) 2026-02-09T13:09Z [---] followers, [---] engagements "@StockSavvyShay Double blows shatter $HIMS: Novo Nordisk's legal action + FDA tightening of GLP-1 combination therapy and its own cancellation of semaglutide combination therapy disproving the high-growth story and investors voting with their feet" [X Link](https://x.com/cabrera_rivero/status/2020859802641981622) 2026-02-09T13:58Z [---] followers, [---] engagements "$OSCR Pre-Market Summary Earnings + Sentiment + Key Levels Q4 Earnings Missed Expectations Across the Board: Revenue and EPS both missed MLR spiked to 95.4% healthcare costs spiraled out of control and losses widened significantly. Adding to this is the reduction in ACA subsidies putting immense pressure on enrollment and profitability in [----]. Key Levels Today Support: [-----] [-----] Resistance: [-----] [-----] One-Sentence Summary: The negative earnings news has been priced in; pre-market rallies followed by pullbacks with bears in control. [--] is a critical level; a break below this level could" [X Link](https://x.com/anyuser/status/2021193894109548877) 2026-02-10T12:05Z [---] followers, [---] engagements "$CIFR Quick Overview From Bitcoin mining to AI computing infrastructure holding $8.5 billion in long-term orders from AWS and Google. Core Advantages: Low-cost electricity in Texas + 3.2GW pipeline positioning itself to meet AI computing demand. Current Status: High growth still unprofitable driven by a dual-cycle of BTC + AI. High valuation extremely volatile suitable for high-risk appetite. Key Factors: Order fulfillment improved gross margin BTC price movement. β Not investment advice highly volatile. #CIFR #AIComputingPower #BitcoinMining #DataCenter #CryptoAIDualDrive" [X Link](https://x.com/anyuser/status/2021195092309008637) 2026-02-10T12:10Z [---] followers, [---] engagements "@TheLongInvest This is a typical case of panic selling followed by major players buying up shares. Either the stop-loss orders were set haphazardly and triggered or the financial reports were not read in their entirety. Both scenarios result in carelessness and money being lost" [X Link](https://x.com/cabrera_rivero/status/2021200286937907540) 2026-02-10T12:31Z [---] followers, [---] engagements "$CIFR Quick Overview From Bitcoin mining to AI computing infrastructure holding $8.5 billion in long-term orders from AWS and Google. Core Advantages: Low-cost electricity in Texas + 3.2GW pipeline positioning itself to meet AI computing demand. Current Status: High growth still unprofitable driven by a dual-cycle of BTC + AI. High valuation extremely volatile suitable for high-risk appetite. Key Factors: Order fulfillment improved gross margin BTC price movement. β Not investment advice highly volatile. #CIFR #AIComputingPower #BitcoinMining #DataCenter #CryptoAIDualDrive" [X Link](https://x.com/anyuser/status/2021195092309008637) 2026-02-10T12:10Z [---] followers, [---] engagements "$OSCR Pre-Market Summary Earnings + Sentiment + Key Levels Q4 Earnings Missed Expectations Across the Board: Revenue and EPS both missed MLR spiked to 95.4% healthcare costs spiraled out of control and losses widened significantly. Adding to this is the reduction in ACA subsidies putting immense pressure on enrollment and profitability in [----]. Key Levels Today Support: [-----] [-----] Resistance: [-----] [-----] One-Sentence Summary: The negative earnings news has been priced in; pre-market rallies followed by pullbacks with bears in control. [--] is a critical level; a break below this level could" [X Link](https://x.com/anyuser/status/2021193894109548877) 2026-02-10T12:05Z [---] followers, [---] engagements "$PGY plunges approximately 20% pre-market Earnings Roundup β Adjusted EPS and EBITDA significantly exceed expectations β Q4 revenue falls short of market consensus β [----] full-year and Q1 guidance both fall short of consensus β Online lending growth slows significantly putting pressure on growth momentum Core Logic: While profitability is improving downward revisions to growth expectations are the core negative factor. High Beta characteristics amplify volatility and valuation faces repricing. High Beta characteristics amplify volatility and valuation faces repricing. #PGY #FinTech #AI" [X Link](https://x.com/anyuser/status/2020861833465212985) 2026-02-09T14:06Z [---] followers, [---] engagements "$MSFT Detailed Analysis Short-term first target: $425$430 Key support: $390 $375 Resistance: $415 $425 $435 Highlights: AI Cloud Copilot commercialization deep integration with OpenAI Risks: High AI capital expenditure short-term growth pressure valuation correction Earnings exceeded expectations but the stock price plummeted. Technically it has entered oversold territory. A rebound can be considered if it stabilizes above 390; a break below this level warrants caution. Institutional consensus (44 Wall Street analysts) Rating: Moderate Buy (39 Buy [--] Hold [--] Strong Buy) #MSFT #USStocks" [X Link](https://x.com/anyuser/status/2020847546302701734) 2026-02-09T13:09Z [---] followers, [---] engagements "$IREN's short-term performance and stock price fluctuate greatly but its AI transformation direction is clear and its valuation is attractive making it a typical high-risk high-return stock. Key tracking indicators include AI customer signing progress GPU deployment speed AI Cloud ARR growth and Bitcoin price trends. If the transformation proceeds smoothly it is expected to experience a double boost in both valuation and performance. Positioning Strategy: Total position should not exceed 10% built in 3-4 batches. The initial 30% position should be in the $38-$40 range with an additional 30%" [X Link](https://x.com/anyuser/status/2019768366915793210) 2026-02-06T13:41Z [---] followers, [---] engagements "$IBIT IBIT with its low fees high liquidity institutional backing and options tools has become a leading Bitcoin ETF suitable for various investor portfolios. Short-term overselling may present a buying opportunity; in the medium term focus on capital inflows and Bitcoin price stabilization; long-term value depends on the development of the Bitcoin industry and institutional allocation trends. Operationally it is recommended to build positions in batches use strict stop-loss orders and optimize the risk-reward ratio using options tools. Operational Recommendations: Buy in batches: Initially" [X Link](https://x.com/anyuser/status/2019759513759293735) 2026-02-06T13:06Z [---] followers, [---] engagements "$MSTR MSTR's core focus is currently on high-risk assets driven by Bitcoin price volatility. On February [--] [----] its closing price was $106.99 a drop of over 77% from its November [----] peak. Support levels are $100-$104. Core Investment Logic The company's core strategy is "equity + debt financing to buy Bitcoin." As of February [--] [----] it held [------] Bitcoins with a total cost of $54.26 billion and an average cost of $76052 per coin. Due to the recent sharp drop in Bitcoin (approximately $60000 on February 5) the position is showing its first unrealized loss. Trading Recommendations Short-term" [X Link](https://x.com/anyuser/status/2019738835643470278) 2026-02-06T11:43Z [---] followers, [---] engagements "#BTC [-----] - Extreme panic 24-hour liquidations reach [---] million ETFs continue to see outflows 70k level is a critical support level + gold diverges from $5000. US regulators: Treasury Secretary Bessenter's congressional testimony clarified that "the government will not bail out BTC holdings" exacerbating market selling pressure. The White House convened Coinbase and others on February 2nd to discuss stablecoin reward regulation. Banks are concerned about diverting deposits and the industry is pushing for legislation aiming to find a solution by the end of February. Institutional views: "Big" [X Link](https://x.com/anyuser/status/2019428259293778352) 2026-02-05T15:09Z [---] followers, [---] engagements "$IREN plunged 17.37% to close at $44.94 on February 4th a 30% pullback from its January high. Key factors and earnings highlights at a glance: π»Core reasons for the decline: Bitcoin fell over 4% + AI sector sell-off; Q2 earnings released after market close today high CAPEX raises concerns. π Key levels: Support at $43.91 resistance at $48-50; currently deploying [-----] NVIDIA GPUs. π‘ Trading strategy: Oversold near $44; if earnings disappoint expect a drop to $38-40; if earnings exceed expectations consider establishing a position targeting $50. β Risks: Bitcoin decline AI transformation" [X Link](https://x.com/anyuser/status/2019422152609480931) 2026-02-05T14:45Z [---] followers, [---] engagements "Most popular Chinese concept stocks rose: $MOSN up more than 5% $BILI up more than 3% $BABA $XPEV $LI up more than 2%. $DDL rose as much as 9% intraday after Meituan plans to acquire the company for $717 million. $BIDU up more than 4%: expected to pay its first dividend in [----] and authorized a new $5 billion share repurchase program. $NIO up more than 7%: expects adjusted operating profit of RMB [---] million to [---] billion in Q4 [----]. $TENB up 10%: Q4 revenue rose 10.5% YoY beating market expectations. $SYM up 6%: Q1 revenue rose 29% YoY beating estimates; strong Q2 guidance. $ALGN up 11%: Q4" [X Link](https://x.com/anyuser/status/2019415746883776929) 2026-02-05T14:20Z [---] followers, [---] engagements "$BABA Alibaba (BABA): High Growth in Cloud & AI + Consumption Recovery + Valuation Repair Target Price: $200 (Average Institutional View) Support: $150 / $140 Resistance: $170 / $190 Strategy: Buy in batches within the $150-$155 range stop loss at $140 reduce positions at $200 #BABA #ChineseStocks #Alibaba #CloudAI #USStocks https://twitter.com/i/web/status/2019407192311390295 https://twitter.com/i/web/status/2019407192311390295" [X Link](https://x.com/anyuser/status/2019407192311390295) 2026-02-05T13:46Z [---] followers, [---] engagements "$LLY GLP-1's dual-engine growth is explosive with combined sales from Mounjaro and Zepbound exceeding [----] billion a year-on-year increase of over 110% and both revenue and EPS significantly exceeding expectations π₯ [----] guidance again exceeded market expectations with full-year revenue of 80-83 billion and EPS of $33.5-35 maximizing growth certainty. Key Price Levels Support: [------] / [---] First Target: [----] Second Target: [----] Risks Pricing pressure intensified competition in GLP-1 and production capacity pace. Trading Strategy Hold positions with a stop-loss at [---] targeting 1100-1200;" [X Link](https://x.com/anyuser/status/2019067112476606506) 2026-02-04T15:14Z [---] followers, [---] engagements "$NVDA $AMZN The AWS CEO's remarks provide the strongest fundamental endorsement for the AI computing power sector further reinforcing the AI growth logic of NVDA and AMZN. Short-term pullbacks still present buying opportunities. #NVDA #AMZN #AIComputingPower #GPUShortage #USTechnologyStocks" [X Link](https://x.com/anyuser/status/2019063994233807075) 2026-02-04T15:02Z [---] followers, [--] engagements "$GLXY Quick Overview Post-Earnings Plunge Key Levels and Strategies GLXY reported a net loss of $482 million in Q4 [----] and its stock price has plummeted in the past two days currently trading at $21.5 a pullback of over 36% from its January high. Key Data Current Price: $21.5 (-2%) Support: $20.8 $18 Resistance: $24 $28.2 Institutional: Consensus Buy Target Price $4260 Cash Reserves: $2.6B Liquidity Remains Stable Trading Strategy Aggressive: Light long position at $20.821 stop loss at $20 target $24 Conservative: Add to position on pullbacks after a break above $24 target $28.2 Risk" [X Link](https://x.com/anyuser/status/2019058341079638050) 2026-02-04T14:39Z [---] followers, [---] engagements "$PLTR In-Depth Analysis: 139% NRR Accelerates for [--] Consecutive Quarters AIP Restructures Enterprise Operations PLTR's net dollar retention rate is 139% accelerating for [--] consecutive quarters. Existing customer payments increased by 39% year-over-year. High stickiness and high ARPU are the dual drivers maximizing revenue certainty. AI agents run controlled workflows deeply embedded in core businesses with extremely high replacement costs. It is suitable for highly compliant scenarios such as finance and defense opening up long-term growth potential. With strong growth and profitability the" [X Link](https://x.com/anyuser/status/2019045390864007420) 2026-02-04T13:48Z [---] followers, [---] engagements "$IREN reached my suggested price yesterday let's expect it to reach the first target price. Holding strategy: Maintain a position of 30% before the earnings report; add to the position to 50% if it breaks through $58.58; take profits in batches between $60 and $69.36. #IREN #USStocks #AI #EarningsReport #TradingStrategy #StockAnalysis #USStockInvestment #TechStocks https://twitter.com/i/web/status/2018698800836018623 https://twitter.com/i/web/status/2018698800836018623" [X Link](https://x.com/anyuser/status/2018698800836018623) 2026-02-03T14:51Z [---] followers, [----] engagements "$AMD β First target price: $281.06 (Upside 18.72%) β Second target price: $330 π‘Support level: $230 Stop loss level: $225 Core drivers: Increased server CPU market share + AI collaboration implementation + lifting of restrictions in the Chinese market with Zen6 architecture expected to be deployed in [----] #USStocks #Semiconductors #AIComputingPower #AMD https://twitter.com/i/web/status/2018655346957422828 https://twitter.com/i/web/status/2018655346957422828" [X Link](https://x.com/anyuser/status/2018655346957422828) 2026-02-03T11:58Z [---] followers, [----] engagements "$INTC Intel [----] Core Analysis + First Target Price Short-term First Target Price: $50 (1-4 weeks high probability) Mid-term First Target Price: $60-65 (1-2 quarters trend-following) Core Support: $42-44 (strong support) Core Logic 18A process ramp-up IFS foundry benefits from policy + funding support AI server / AI PC dual main themes [----] Q1 earnings trough partially digested capacity and profitability to improve quarter by quarter from Q2 Low valuation clear expectation of a turnaround significant institutional divergence but optimists see $60+ Trading Recommendations Short-term: Buy on" [X Link](https://x.com/anyuser/status/2018345872203960655) 2026-02-02T15:28Z [---] followers, [----] engagements "$IONQ Detailed Analysis The current stock price is in a short-term pullback range but its high volatility high valuation and high growth attributes remain unchanged. π― Target Price First Target (Short-Term): $46.5-$48.9 (Upper edge of previous consolidation priority profit-taking level) Second Target (Swing Trading): $53-$56 (Historically densely traded area) Long-Term Target (12 Months): $75.91+ (Analyst consensus optimistically $80-$100) π‘ Key Support Levels (Core of Risk Control) Short-Term Support: $37.5-$38 (50-day moving average a key level for determining strength or weakness; reduce" [X Link](https://x.com/anyuser/status/2018302957993828837) 2026-02-02T12:38Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@cabrera_rivero US Stock Sector InsightsUS Stock Sector Insights posts on X about ai, target, core, strong the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks finance technology brands cryptocurrencies exchanges countries automotive brands travel destinations currencies fashion brands
Social topic influence ai, target, core, strong, level, growth, stocks, in the, investment, bitcoin
Top assets mentioned Bitcoin (BTC) Iris Energy Limited (IREN) Intel Corporation (INTC) Alphabet Inc Class A (GOOGL) Alibaba Group (BABA) Eos Energy Enterprises, Inc. (EOSE) Oklo Inc. (OKLO) Walmart, Inc. (WMT) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Metadium (META) Tesla, Inc. (TSLA) Cipher Mining Inc. Common Stock (CIFR) Micron Technology, Inc. (MU) Hims & Hers Health, Inc. (HIMS) Palantir Technologies Inc. (PLTR) JPMorgan Chase (JPM) Blue Owl Capital, Inc. (OWL) ZetaChain (ZETA) NVIDIA Corp. (NVDA) Western Digital Corp (WDC) Sandisk Corporation (SNDK) UnitedHealth Group (UNH) IonQ, Inc. (IONQ)
Top posts by engagements in the last [--] hours
"$SBUX [----] Q1 Earnings Quick Review Moderate Buy Clear Target Price Earnings Report: Net revenue of $9.9 billion (+6%) global same-store sales growth of 4% US same-store sales growth of 4% (first positive transaction volume growth in Q8) and strong performance in China with a 7% same-store sales growth. Core Logic: North American recovery + China expansion + AI-driven digital efficiency improvements manageable cost pressures and stable cash flow and dividends. πTechnical Analysis: Current price [-----] support at 90/85 first target [---] second target [---]. πStrategy: Buy in batches on pullbacks"
X Link 2026-01-28T13:23Z [---] followers, [---] engagements
"True growth is turning "want to do" into "doing"πͺ Stick to getting up [--] minutes early to exercise refuse ineffective socializing and read more professional books and spend the time of scrolling short videos learning a new skill"
X Link 2026-01-07T06:19Z [---] followers, [--] engagements
"U.S. stocks experienced a surge followed by a pullback on Wednesday with the Dow Jones Industrial Average closing slightly higher while the Nasdaq and S&P [---] saw significant gains. Investors focused on corporate earnings reports and the Federal Reserve's policy direction. Key Focus Areas: The December non-farm payrolls report to be released this Friday is likely to be a key indicator of the Fed's policy direction. Mergers & Acquisitions: Will major deals such as AbbVie's acquisition of Revolution Medicines continue to drive the pharmaceutical sector's momentum Geopolitical Developments: The"
X Link 2026-01-08T07:11Z [---] followers, [--] engagements
"@z9huzod44740705 Non-farm payroll data is crucial for informing expectations of interest rate cuts. If the employment data is weak the market may preemptively bet on a shift in the Federal Reserve's stance. I tend to expect the data to be slightly weaker"
X Link 2026-01-08T07:49Z [---] followers, [--] engagements
"@i0phfkq83599546 The earnings season Federal Reserve policy and M&A news are converging increasing market volatility but also creating more opportunities. The non-farm payroll data will likely set the tone for next week's market performance"
X Link 2026-01-08T07:52Z [---] followers, [--] engagements
"@ziatbh85148 The S&P [---] hit a new high but failed to hold it and high valuations have indeed made investors more cautious. Goldman Sachs' warning also reflects institutional concerns about short-term risks"
X Link 2026-01-08T07:53Z [---] followers, [--] engagements
"@carlrosen "$QQQ [---] is indeed the pivot. Watching the 10-day EMA for confirmation; a close below [---] would trigger a test of the 50-day support. Risk management is key this week.""
X Link 2026-01-08T10:13Z [---] followers, [--] engagements
"Data Divergence and Policy Concerns: US Stocks Open with a Wait-and-See Approach π US Stock Market Morning Review January [--] Yesterday US stocks diverged with the Dow and S&P [---] retreating from their highs while the Nasdaq achieved its third consecutive day of gains. Today data divergence and the Fed's policy maneuvering will be the focus increasing volatility risk β . Trading Recommendations: Cautious sentiment prevails ahead of the non-farm payrolls report; maintain a controlled position and observe. Focus on high-quality service sector stocks and avoid sensitive sectors such as energy and"
X Link 2026-01-08T11:12Z [---] followers, [--] engagements
"$TMRM Steady business growth driven by both B2C bundled packages and B2B enterprise projects; Healthy finances stable dividends controllable capital expenditures and strong operational certainty; Institutional target price: RM8.30 maintaining a buy rating with clear upside potential; Excellent governance transparent information and outstanding long-term investment value. In short: Steady growth + high dividends + institutional optimism = low-risk high-value investment. Comment and like to get the purchase price. https://twitter.com/i/web/status/2009275261980672446"
X Link 2026-01-08T14:45Z [---] followers, [--] engagements
"@carlrosen No matter how volatile the market is the money in hand is what matters most; this is a very stable approach"
X Link 2026-01-08T14:58Z [---] followers, [--] engagements
"The core of ONDS' current surge lies in the qualitative leap "from [--] to 1". If the $1.7 billion "Smart Border" contract is true it will be the largest single order in its history directly raising its revenue ceiling by an order of magnitude. The market is now not speculating on performance but rather on the expectation of a double boost from Davis. https://twitter.com/i/web/status/2009514041224376470 https://twitter.com/i/web/status/2009514041224376470"
X Link 2026-01-09T06:34Z [---] followers, [---] engagements
"Apple's hundredfold profits stem from "a trillion-dollar industry + ecosystem monopoly." Future opportunities lie only in areas that have not yet been fully developedAI applications nuclear fusion synthetic biology and the space economy are the core directions and existing giants will find it difficult to replicate a hundredfold growth. https://twitter.com/i/web/status/2009514426496434508 https://twitter.com/i/web/status/2009514426496434508"
X Link 2026-01-09T06:35Z [---] followers, [---] engagements
"@Gubloinvestor With no debt and $94 million in cash reserves the company boasts a robust cash flow. At a share price of $1.56 its market capitalization is only $160 million providing a substantial safety cushion"
X Link 2026-01-09T06:47Z [---] followers, [----] engagements
"The Truth About $AMZN The "Must-Buy" Logic in [----] Many only see its retail business but ignore the historic transformation taking place. In [----] $AMZN will prove with its profits who the true tech giant is. Target Price ($300)"
X Link 2026-01-09T07:28Z [---] followers, [--] engagements
"$TMRM $AMZN These are two stocks I recently shared. If you've purchased them please follow the comments section and I'll let you know how to proceed"
X Link 2026-01-09T07:37Z [---] followers, [--] engagements
"The interplay between policy uncertainty and emerging AI themes intensifies. Overnight US stocks diverged with the Dow Jones Industrial Average rising 0.55% the S&P [---] slightly up 0.01% and the Nasdaq Composite falling 0.44%. The core market battle revolves around the uncertainty surrounding Federal Reserve policy and the opportunities presented by emerging AI themes. Coupled with the approaching Fed leadership transition window short-term volatility may intensify but medium- to long-term structural opportunities remain clear. #USStocks https://twitter.com/i/web/status/2009591404008218999"
X Link 2026-01-09T11:41Z [---] followers, [--] engagements
"π¨ BREAKING: $OKLO x $META 1.2GW Nuclear Deal A Nuclear-Powered Bomb in the AI Computing Power War Tech giant Meta has made a massive investment forging an epic partnership with $OKLO backed by Sam Altman to jointly build a [---] GW nuclear power park in Ohio π Dedicated to powering Metas regional data centers (including the $18 billion Prometheus project) solving the AI power bottleneck Meta will prepay electricity fees to directly fund the project's implementation π° Phase-by-phase launch in [----] with grid connection expected by 2030; $OKLOs fourth-generation fast reactor technology + DOE"
X Link 2026-01-09T12:34Z [---] followers, [----] engagements
"S&P [---] Hits Record High Technology and Semiconductors Lead Gains Chinese Concept Stocks Weaken Friday's Closing: Dow Jones Up 0.48% Nasdaq Up 0.81% S&P [---] Up 0.65% (hitting a record high) China Concept Stocks Golden Dragon Index Down 1.3%. Core Drivers: Mixed non-farm payroll data reinforced expectations of a pause in Fed rate hikes in January; Q4 earnings season begins this week and tariffs and geopolitical risks may exacerbate volatility. Sector Movements: CPO AI and nuclear power led the gains; medical equipment 3D printing and education stocks led the declines."
X Link 2026-01-12T11:24Z [---] followers, [--] engagements
"S&P [---] Hits Record High Technology and Semiconductors Lead Gains Chinese Concept Stocks Weaken Friday's Closing: Dow Jones Up 0.48% Nasdaq Up 0.81% S&P [---] Up 0.65% (hitting a record high) China Concept Stocks Golden Dragon Index Down 1.3%. Core Drivers: Mixed non-farm payroll data reinforced expectations of a pause in Fed rate hikes in January; Q4 earnings season begins this week and tariffs and geopolitical risks may exacerbate volatility. Sector Movements: CPO AI and nuclear power led the gains; medical equipment 3D printing and education stocks led the declines. #USStockMarket"
X Link 2026-01-12T11:31Z [---] followers, [--] engagements
"US stocks closed at ALL-TIME HIGHS on Friday π The Dow & S&P [---] hit new records with the Russell [----] surging 4.6% for its best start since [----]. Big movers: $INTC skyrocketed 10.8% (+15.67% WoW) post-Trump meeting and $WMT jumped pre-market on its Nasdaq [---] inclusion (Jan 20) & new Google AI partnership. Market breadth is strongbullish vibes into the week. π #USStocks #Intel #Walmart #MarketNewHighs https://twitter.com/i/web/status/2010709309357801969 https://twitter.com/i/web/status/2010709309357801969"
X Link 2026-01-12T13:43Z [---] followers, [---] engagements
"Key Positive Factors for $WMT Stocks ($WMT) [--]. AI Commercialization: A partnership with Google (GOOGL) integrates Gemini into an "AI shopping guide" allowing users to complete purchases through a chat interface directly improving conversion rates and user engagement. [--]. Index Fund Inflow: Inclusion in the Nasdaq [---] Index on January 20th is expected to bring billions of dollars in guaranteed buying from passive index fund rebalancing resulting in a significant short-term premium. [--]. Technical Breakout: Pre-market price around $118 a new all-time high with good volume and price correlation"
X Link 2026-01-12T14:39Z [---] followers, [--] engagements
"As predicted $WMT continued its strong upward trend throughout the day π The logic has been executed flawlessly. For those who haven't caught up yet remember to follow me to get the latest news on major US stock market developments and institutional moves every day. π $WMT #AI #Nasdaq100 #DeepNodeAI https://twitter.com/i/web/status/2010755572384063614 https://twitter.com/i/web/status/2010755572384063614"
X Link 2026-01-12T16:47Z [---] followers, [---] engagements
"$IREN is a "hidden dark horse" in the AI computing power sector. A large order from Microsoft a partnership with Nvidia and the cost advantage of green electricity are three catalysts driving its growth. With GPU deployment ramping up in [----] its performance is expected to explode. First target: 55; Second target: 65+ $IREN #AI #Tech #GrowthStock https://twitter.com/i/web/status/2010762063732195427 https://twitter.com/i/web/status/2010762063732195427"
X Link 2026-01-12T17:13Z [---] followers, [---] engagements
"$IREN backed by a large Microsoft contract and the certainty of a computing power shortage offers higher odds; $RH on the other hand depends on the recovery of the real estate market and its macroeconomic risks are difficult to control. In the current environment I am more inclined to bet on $IREN's computing power moat. https://twitter.com/i/web/status/2010770866812928081 https://twitter.com/i/web/status/2010770866812928081"
X Link 2026-01-12T17:48Z [---] followers, [---] engagements
"$EOSE's stock price is impressive but don't forget it's still a company with negative gross margins β Despite holding $400 million in orders its Q2 gross margin was -203% and its short-selling ratio is nearly 30%. This is a gamble on "future expectations" not value investing. β
Advantages: Unique zinc battery technology promising industry. β Disadvantages: Extremely cash-intensive valuation of 78x P/S is too high. Is this the next energy storage leader or a bubble about to burst Let us know in the comments π #EOSE #USStocks #EnergyStorage #HighRisk"
X Link 2026-01-12T18:18Z [---] followers, [---] engagements
"US Stocks Morning Commentary Bull-Bear Battle Behind New Highs The Dow and S&P [---] touched record highs intraday before closing higher as the market downplayed the short-term disruption from the investigation into Federal Reserve Chairman Powell. Sector performance was mixed: Industrials and Materials rose over 0.7% Technology rose slightly by 0.35% while Energy and Financials declined slightly. Walmart's 3% gain provided significant support and Chinese tech stocks listed in the US continued their strong performance with significant cumulative gains recently. Tonight's CPI data is the main"
X Link 2026-01-13T12:21Z [---] followers, [--] engagements
"$EOSE β $EOSE Investment WarningDual Target Prices + Stop-Loss Discipline Short-term Targets: First target $17.15 (recent resistance) second target $19.33 (institutional consensus average)πΉ Key Support: $15.00 platform level + $13.97 (50-day MA) stop-loss immediately if it falls below $14.00 Core Conclusion: Policy and orders are providing short-term support for the stock price but high losses and high valuations are major weaknesses. Quick entry and exit avoid lingering. Ordinary investors should prioritize observation. #EOSERiskWarning #USStocksEnergyStorage #TradingDiscipline #EOSE"
X Link 2026-01-13T15:14Z [---] followers, [---] engagements
"$ASST is a highly volatile Bitcoin-linked stock backed by big names like Thiel and Ackman. It has seen huge short-term gains but massive long-term losses driven mainly by speculation and insider buying. The company is deeply unprofitable and overvalued with its fate tied closely to Bitcoins price and regulatory risks. Only suitable for aggressive traders with strict risk management. #ASST #Bitcoin #USStocks #HighRiskHighReward #MemeStock #Crypto #Nasdaq #Speculative https://twitter.com/i/web/status/2011142887782920672 https://twitter.com/i/web/status/2011142887782920672"
X Link 2026-01-13T18:26Z [---] followers, [---] engagements
"$Visa Short-Term Risk Warning How to Adjust Investment Strategies $Visa Short-Term Volatility Warning: The Trump administration's proposed cap on credit card interest rates and support for the Credit Card Competition Act are key factors suppressing its market position. Core risks and corresponding strategies are as follows: [--]. Policy Risk: A 10% interest rate cap is proposed to be implemented starting January 20th. The bill may restrict fees impacting its market position. [--]. Competitive Pressure: Traditional giants and fintech companies are siphoning off market share leading to a 17% increase"
X Link 2026-01-14T12:03Z [---] followers, [---] engagements
"US Stocks Brief: Major Indices Close Lower Tech Stocks Diverge + Financial Stocks Under Pressure Key Highlights Financial Stocks Plunge: JPMorgan Chase falls 4.2% as Trump's proposed 10% credit card interest rate cap sparks concerns about industry profitability with Visa and other stocks following suit. Tech Stocks Diverge: Google hits a record high (up 1.24%) Citi reiterates its buy rating; AMD and Intel rise 6.42% and 7.33% respectively with brokerages upgrading their ratings. Most Chinese ADRs Fall: Nasdaq China Golden Dragon Index falls 1.86% Pinduoduo falls 5.4% Alibaba rises slightly by"
X Link 2026-01-14T12:23Z [---] followers, [---] engagements
"A concise summary of the Supreme Court's tariff ruling at 10:00 AM Eastern Time: π¨ Key Event Time: 10:00 AM Eastern Time January [--] (11:00 PM Beijing Time). Objective: Whether the "reciprocal tariffs" imposed by the Trump administration under the International Emergency Economic Powers Act (IEEPA) are unconstitutional. π Probability of Ruling In favor of the president (30% probability): The president gains emergency powers to impose tariffs and the tariff policy continues. In favor of the president (70% probability): The president oversteps his authority and the president must refund over"
X Link 2026-01-14T15:06Z [---] followers, [----] engagements
"$ZET (NYSE:ZETA) Key Highlights: A high-growth stock in the AI + Marketing sector deeply collaborating with OpenAI to empower its products achieving over 20% revenue growth for [--] consecutive quarters and serving over a thousand large enterprises including JPMorgan Chase. Current stock price: $22.56 total market capitalization: $5.55 billion; Analyst consensus: "Moderate Buy" target price: $29 potential upside of 28.57%. Risk Warning: Still operating at a loss (P/E ratio -206.26) valuation is relatively high. Suitable for investors with a high risk tolerance who are bullish on AI + MarTech;"
X Link 2026-01-14T16:31Z [---] followers, [--] engagements
"$OWL is currently in a contradictory state of "undervaluation + high expectations". Long-term fundamentals (demand for alternative assets high yields) support upside potential but short-term technical factors market sentiment and policy disturbances may lead to volatility. In the short term attention should be paid to market policies around January [--] (such as the tariff ruling) and post-earnings fund flows. $OWL #USStocks #HighDividends #AssetManagement #SP500 #MarketUpdate https://twitter.com/i/web/status/2011776628808978481 https://twitter.com/i/web/status/2011776628808978481"
X Link 2026-01-15T12:24Z [---] followers, [--] engagements
"π°January 15th US Stock Market Overnight + Today's Preview: Tech Slump Bank Divergence $OWL Trends on Social Media Key News: Bank Earnings Divergence: Wells Fargo's revenue missed expectations falling 4.6%; Citigroup/Bank of America's earnings exceeded expectations yet still fell 3%. Tech Slump: Trump imposes 25% tariffs on high-end chips Nvidia/Amazon/Microsoft all fall. $OWL Trends: Blue Owl Capital (Alternative Asset Management) stock price at a low level + executives increasing holdings dividend yield 5.42%. Today's (January 15th) Focus: Pre-market: BlackRock/ $TSMC /Morgan Stanley"
X Link 2026-01-15T12:40Z [---] followers, [---] engagements
"Atlanta Federal Reserve President Raphael Bostic's latest statement on January 15th clearly stated the following: Inflation remains well above the 2% target necessitating a continued tight (restrictive) policy. He also emphasized that data was hampered by the government shutdown and inflationary pressures (such as tariffs and healthcare costs) may persist until [----]. The labor market is described as "neither tight nor loose." #Fed #Inflation #USStocks #MonetaryPolicy #InterestRates #Bostic #EconomicData #StockMarket https://twitter.com/i/web/status/2011801957053108352"
X Link 2026-01-15T14:05Z [---] followers, [--] engagements
"28 Years Later: The Bone Temple π₯Crazy to the extreme breathtakingly brilliantTemple of Bones is now showing in theaters With a 94% Fresh rating on Rotten Tomatoes (certified by over [--] professional reviews) the fourth installment in the 28 Days Later series reaches new heights of horrorβ¨ π½ A new post-apocalyptic horror film shot back-to-back with its predecessors this 220-minute story unfolds in a tightly woven narrative seamlessly connecting to 28 Days Later. We highly recommend watching the previous films to fully grasp the plot π Top-tier creative team: Directed by Nia Dacosta"
X Link 2026-01-15T14:45Z [---] followers, [---] engagements
"$INTC January 15th Market Analysis: Surges 3%+ against the market trend Apple investment rumors ignite the market target price sets at $50 Risk Warning: The Apple investment rumors have not yet been officially confirmed and there is a risk of the news being proven false. Q4 [----] fiscal year results will be released on January 22nd; pay attention to whether the results and guidance meet expectations. Intensified industry competition and slower-than-expected yield ramp-up of advanced processes may affect stock price performance. Trading Recommendations: Hold in the short term relying on the"
X Link 2026-01-15T15:02Z [---] followers, [---] engagements
"@AichiTom "ASML's target price is $365. Would you buy it now or wait for a pullback I see many institutions saying 'the AI dividend is not over yet' it feels like it's easy to get off the train but hard to get back on. π€""
X Link 2026-01-15T15:14Z [---] followers, [--] engagements
"$EOSE a leading zinc-based energy storage company rose another 4.43% With 77GWh of orders and its US-based manufacturing advantage it benefits from the surge in electricity demand from AI data centers. Short-term resistance is seen at $18.23 with the $17 level becoming a key support. #EOSE #EnergyStorage #HotUSStocks #EnergyTransition #IRAPolicyBenefits https://twitter.com/i/web/status/2011842656708497509 https://twitter.com/i/web/status/2011842656708497509"
X Link 2026-01-15T16:47Z [---] followers, [---] engagements
"π₯US stocks rebounded strongly Chips and banks fueled the rally and the AI supercycle is poised for a strong performance. The Dow Jones Industrial Average rose 0.6% the Nasdaq Composite rose 0.25% and the S&P [---] rose 0.26% ending a two-day losing streak TSMC's Q4 net profit surged 35% to a record high with a $56 billion expansion plan and the construction of a massive wafer fab cluster in the US boosting Nvidia and AMD. Goldman Sachs and Morgan Stanley reported better-than-expected Q4 net profits with their stock prices surging 4.6% and 5.8% respectively. Economic data was impressive with"
X Link 2026-01-16T11:58Z [---] followers, [--] engagements
"π₯ $SSR January 16th Recap: Chips and Banks Drive US Stocks Rebound π The three major indices ended their two-day losing streak with TSMC's explosive earnings report being the biggest contributor leading a strong rally in the semiconductor sector; GS and MS banks' earnings exceeded expectations boosting financial stocks. Chip Boom π: TSMC's Q4 net profit surged 35% to a record high its [----] revenue guidance exceeded expectations and it announced a $56 billion expansion plan directly boosting NVDA and AMD. Banking Rebound π¦: Goldman Sachs and Morgan Stanley reported strong Q4 earnings with"
X Link 2026-01-16T12:34Z [---] followers, [--] engagements
"π₯ $MUSK January 16th Core News: Lithium Facility Commences Production + Starship Expansion Multiple Businesses Exploding π π₯ Three Hot Topics Tesla Lithium Facility Launched: The largest lithium refinery in the US officially begins operations with an annual capacity supporting the battery needs of 500000-1000000 electric vehicles opening up a key link in the North American supply chain. Starship Goals Upgraded: Musk officially announced the ultimate goalto produce [-----] Starships annually with a launch frequency exceeding once per hour within three years further expanding commercial"
X Link 2026-01-16T13:08Z [---] followers, [--] engagements
"$IBRX (Closing price $3.95 surged 30.79%) Core Trading Data First Target Price: $4.50 (Strong intraday resistance; a break above this level would indicate continued upward movement; corresponds to a recent area of concentrated trading pressure.) Second Target Price: $5.20 (Mid-term target aligning with the upper limit of analysts' optimistic range; pipeline catalysts could lead to further gains.) Short-term Support: $3.50 (Today's intraday average price; a key level for bulls and bears; a break below this level could signal a pullback.) Target Price Basis: Considering the intraday surge of"
X Link 2026-01-16T14:23Z [---] followers, [---] engagements
"π₯ Riot's Complete Transformation Sold [----] BTC for $96 million purchased [---] acres of land and signed a $1 billion data center deal with AMD From mining to AI computing infrastructure this wave of "selling coin for land" and aligning with tech giantshas the long-term logic completely changed π #Bitcoin #AI #DataCenter #AMD $AMD $BTC $RIOT https://twitter.com/i/web/status/2012178160603869470 https://twitter.com/i/web/status/2012178160603869470"
X Link 2026-01-16T15:00Z [---] followers, [---] engagements
"$IREN First target price has been perfectly achieved π―= Now our sights are set on the $65 mark π Let's ride this momentum and see how high it can fly Follow and comment to get more investment portfolios. I'll guide you to earn your first fortune in the market. #USStocks #Trading #StockMarket #IREN $IREN is a "hidden dark horse" in the AI computing power sector. A large order from Microsoft a partnership with Nvidia and the cost advantage of green electricity are three catalysts driving its growth. With GPU deployment ramping up in [----] its performance is expected to https://t.co/xPgYlPkj8b"
X Link 2026-01-18T11:14Z [---] followers, [---] engagements
"@MMMTwealth I'm bullish on $ZETA"
X Link 2026-01-18T12:22Z [---] followers, [---] engagements
"π₯ Hot Sectors: Chip stocks surge: TSMC and ASML hit new highs; Micron Technology jumped 7.76% after announcing a $1.8 billion acquisition to expand production. Tech giants: Nvidia rose over 3% but H200 chips faced customs clearance difficulties in China; Apple fell about 1%. Chinese concept stocks: The Golden Dragon Index fell 1.15% Alibaba fell over 3% and most stocks declined. β Important News: Trump Tariffs: Announced a 10% tariff increase on eight European countries starting February 1st raising market concerns about trade friction. Next Week's Schedule: Monday is closed for Martin"
X Link 2026-01-18T13:07Z [---] followers, [--] engagements
"$CIFR Key Highlights: Accelerated AI computing power transformation with multiple hyperscale data centers under construction; Analysts unanimously bullish with a target price as high as $34; Short-term pressure from expected earnings losses and potential pullback. Support at $17.33 resistance at $19.7. The transformation logic remains unchanged but position control is necessary #CIFR #ComputingPowerTransformation #USStockMarketNews #InvestmentTips https://twitter.com/i/web/status/2013250941617611100 https://twitter.com/i/web/status/2013250941617611100"
X Link 2026-01-19T14:03Z [---] followers, [---] engagements
"Breaking: Trump Threatens 200% Tariff on France According to reports after French President Macron refused to join Trump's proposed "peace committee" Trump responded forcefully in an interview: "If they feel hostile I will impose a 200% tariff on French wine and champagne." This move has sparked market concerns about a renewed escalation of trade tensions between the US and Europe. #USStocks #Trump #France #Tariffs #Wine https://twitter.com/i/web/status/2013641844320616749 https://twitter.com/i/web/status/2013641844320616749"
X Link 2026-01-20T15:56Z [---] followers, [--] engagements
"Danish Pension Fund Liquidates $100 Million in US Treasuries The Danish Akademiker Pension Fund announced it will liquidate all of its US Treasury holdings by the end of January. Core Reason: Concerns about the long-term unsustainability of US fiscal policy and credit risk (echoing Moody's rating downgrade). Where the Funds Go: Towards US dollar cash and short-term bonds. While not directly related to the US-Denmark geopolitical dispute institutions are voting with their feet reassessing the "safe-haven" status of US Treasuries. #USTreasuries #USRealEstates #Macro #USDollar #SovereignCredit"
X Link 2026-01-21T11:58Z [---] followers, [--] engagements
"In-depth Analysis of Intel $INTC First Target Price: $49 - $50 A breakout above the recent trading range upper limit of $47.5 requires confirmation with increased trading volume. Second Target Price: $55 - $56 If the 18A process technology progresses smoothly and AI business continues to ramp up a mid-term valuation recovery is expected. Strong Support: $43.5 - $44.0 (20-day moving average and short-term trend line) Intel ($INTC) stock has recently shown an upward trend driven by both AI server demand and process technology advancements. Although concerns remain about a weak PC market"
X Link 2026-01-21T12:24Z [---] followers, [----] engagements
"A friend asked me today if $MU is still a good buy. My suggestion: Short-term: Buy around $370 target $400 stop-loss at $365 (previous closing price) betting on HBM order fulfillment and earnings report performance. Medium-term: Hold until $420 focusing on the Q2 FY2026 earnings report (February 28th) and HBM4 production progress. If revenue growth is below 50% or HBM gross margin declines consider reducing the position to 50%. Risk control: Avoid chasing highs build positions in batches and reserve cash to cope with fluctuations caused by macroeconomic policies and industry competition. #MU"
X Link 2026-01-21T18:48Z [---] followers, [---] engagements
"$EOSE Latest Analysis First Target Price: $19.86 After breaking through the short-term resistance of $17.76 it will test the historical high matching the expectation of order fulfillment. Second Target Price: $22.00 New production lines reaching full capacity + explosive demand for AI energy storage realizing the upper limit of valuation. Support Level: $16.20 The first stabilization point on a pullback. Buying Strategy: Enter with a small position in the $16.20$16.50 range with a stop loss at $13.54 and a target of $19.86; add to the position if it breaks through $19.86 targeting $22.00."
X Link 2026-01-22T12:42Z [---] followers, [----] engagements
"This $MU wave is not a cyclical rebound With subsidies from the White House Nvidia scrambling for production capacity and HBM prices rising continuously it's a consensus that memory is becoming a bottleneck for AI. Stop worrying about a "cyclical peak" and you'll only regret it later. Isn't it better to build positions in batches now https://twitter.com/i/web/status/2014333856417972556 https://twitter.com/i/web/status/2014333856417972556"
X Link 2026-01-22T13:46Z [---] followers, [----] engagements
"@TacticzH ASML's $1360 level needs earnings support If Q4 orders exceed [---] billion and the [----] guidance increases by 12%+ it can hold above $1400; an upward revision of the [----] guidance is the key to a major market move. Hold on and wait for the earnings report to catalyze the move"
X Link 2026-01-22T13:47Z [---] followers, [---] engagements
"@TheRayMyers $PATH's turnaround confirmed but don't chase the highs After five years of overselling fundamentals are just starting to recover with earnings share buybacks and AI providing triple catalysts. Pullbacks are buying opportunities; hold and wait for valuation recovery"
X Link 2026-01-22T13:48Z [---] followers, [---] engagements
"@TheRayMyers We've struck gold $DAVE has increased [--] times in three years and is still undervalued by 39%. With new banks and fintech as dual growth drivers how much higher can it go"
X Link 2026-01-22T15:21Z [---] followers, [--] engagements
"@TheProfInvestor The $META trend line is incredibly stable; it's held up since [----] and maintaining it is a huge opportunity"
X Link 2026-01-22T15:57Z [---] followers, [---] engagements
"@MMatters22596 Do you think $BABA can successfully break through $230 Should we add to our positions now or patiently wait for a pullback"
X Link 2026-01-22T16:24Z [---] followers, [---] engagements
"@wealthmatica $PGY+36% revenue + [--] partners this is amazing The AI lending sector is booming; with the four partners we've been negotiating with coming to fruition we'll take off immediately"
X Link 2026-01-23T14:10Z [---] followers, [---] engagements
"@StockSavvyShay I think their AI capabilities are actually quite strong; it's just that the market hasn't reacted yet. Once the learning effectiveness is proven the stock price may see a rebound"
X Link 2026-01-23T14:11Z [---] followers, [---] engagements
"$TSLA Detailed Analysis Strategy Recommendation: Buy in the $430-$440 range stop loss below $420 first target $480 second target $520 take profit gradually. First Target Price $480: Based on a technical breakout if it stabilizes above the $450-$460 range short covering and buying pressure will drive the stock price upward aligning with the short-term optimistic expectations of some institutions. Second Target Price $520: Considering the growth of the energy business and the progress of FSD commercialization if the automotive business stabilizes in [----] coupled with the implementation of AI"
X Link 2026-01-23T14:44Z [---] followers, [---] engagements
"Is this a genuine or temporary boost for Nvidia With China allowing Alibaba to buy H2O2 it seemed like Nvidia could profit from the Chinese market again. However the US is demanding a 25% cut and China is also holding up import approvals. It feels like the deal is unlikely to materialize. https://twitter.com/i/web/status/2014716919887065361 https://twitter.com/i/web/status/2014716919887065361"
X Link 2026-01-23T15:08Z [---] followers, [--] engagements
"$NVDA - Suitable for Swing Trading + Medium-to-Long-Term Positioning Reference π First Target Price: $200 (Breakthrough of psychological level + Institutional consensus) Second Target Price: $235 (UBS rating corresponding to 25% upside potential) Buy in batches during pullbacks to the $180-$182 range with a stop-loss at $175. Short-term fluctuations do not change the long-term growth logic. Strong order book + technological iteration + ecosystem barriers support performance making it suitable for a combination of swing trading and long-term allocation. #NVDA #AI #USStocks #Tech"
X Link 2026-01-23T15:31Z [---] followers, [---] engagements
"$IREN Detailed Analysis Trading Recommendation: Establish a 50% position in the $50-$52 range with the remaining funds available for further investment once fundamentals materialize. First Target Price: $70 (Canaccord Genuity's latest target price). Based on AI business expansion and valuation calculations under a market-neutral scenario a breakout could open up further upside potential. Second Target Price: $96. This is a Fibonacci extension level coupled with institutional expectations for performance following the completion of a large Microsoft contract making it an optimistic target"
X Link 2026-01-23T15:42Z [---] followers, [----] engagements
"Today I'm adding $IREN to my watchlist optimistic about its future growth potential. π Yesterday $INTC reached its second target price and I've successfully taken profits. β
Click my profile picture to visit my homepage and follow me to get daily updates on trending news and investment portfolios. π€ Market volatility is normal; the key is the logic behind our approach. Leveraging our team's nearly [--] years of global market experience we insist on in-depth industry chain research geopolitical dynamic tracking and quantitative model support striving to find certainty-based excess returns"
X Link 2026-01-23T17:52Z [---] followers, [---] engagements
"@TacticzH A PE ratio of [---] corresponds to a net profit of [--] billion requiring extremely high growth realization. Currently both deliveries and gross profit are under pressure and the valuation bubble still exists. $TSLA"
X Link 2026-01-23T18:18Z [---] followers, [---] engagements
"Next Week's Strategy Highlights In a volatile market strictly control your positions and focus on sectors with high certainty: Prioritize leading AI computing power companies and policy-benefited sectors such as nuclear energy; Wait for the Fed's statements and the earnings reports of tech giants avoiding traditional chip stocks and trade-sensitive small-cap stocks; Utilize tools to hedge against volatility risks brought by earnings reports and policies avoid blindly chasing highs and wait for the market to clarify its direction before making investment decisions. #USStocks #Nasdaq"
X Link 2026-01-25T13:10Z [---] followers, [--] engagements
"@SergeyCYW "You can't talk about Mag [--] fundamentals without mentioning the interest rate elephant in the room. At 4-5% rates these multiples are historically aggressive. The 'duration risk' is real. β ""
X Link 2026-01-26T13:23Z [---] followers, [---] engagements
"@thexcapitalist Druckenmiller nailed it the 12yr greenfield lag is the killer. [----] deficit already 150k tons AI data centers chew 2x more copper than traditional ones and mines are aging fast. Supply cant catch up period. π#CopperBull"
X Link 2026-01-26T13:24Z [---] followers, [----] engagements
"The upgrade we've been waiting for for four years is finally here The first generation already had amazing battery life (one battery lasted a year) and now the features have been upgraded and the price hasn't increased. Skechers has even incorporated it into children's shoes; won't senior shoes and pet collars follow suit AAPL's ecosystem strategy is absolutely brilliant. https://twitter.com/i/web/status/2015793035406168277 https://twitter.com/i/web/status/2015793035406168277"
X Link 2026-01-26T14:24Z [---] followers, [---] engagements
"π₯ AI Computing Power Explosion H100 Prices Rise Nvidia Invests $2 Billion Are These Companies About to Take Off The spring for AI utility companies is here again π± β
Nvidia Makes a Big Move: Investing $2 billion in $CRWV Aiming to Build a 5GW AI Factory by [----] This is the strongest endorsement for computing infrastructure. π Price Indicator: Claude Opus [---] Released H100 Leasing Prices Rise Computing Demand Remains Strong. π Core Logic: Agent Demand Growth New Infrastructure Construction Speed = Continued Tight GPU Supply. This is a real boon for AI utility companies like $NBIS $IREN and"
X Link 2026-01-26T14:39Z [---] followers, [---] engagements
"@RihardJarc The strategic layout is sound; major supercomputing manufacturers are benefiting from infrastructure development memory is experiencing a super bull market in AI and AMD is filling the gap in edge AI"
X Link 2026-01-26T15:11Z [---] followers, [---] engagements
"@StockSavvyShay That hit the nail on the head No wonder NET has been trending so strongly lately; it turns out they've blocked the core link between Claude Cowork and Clawdbot"
X Link 2026-01-26T15:11Z [---] followers, [----] engagements
"Which portfolio do you prefer Let's discuss and analyze it together.#USStocks $EOSE First target price: $16.00 Second target price: $20.00 Short-term support: $14.00 $IREN First target price: $54 Second target price: $68 Short-term support: $42 $WMT First target price: $125 Second target price: $129 Short-term support: $115 $OKLO First target price: $117 Second target price: $135 Short-term support: $95 $THRM First target price: $43 Second target price: $46 Short-term support: $34 $INTC First target price: $50 Second target price: $60 Short-term support: $42 $AMZN First target price: $300"
X Link 2026-01-13T17:11Z [---] followers, [---] engagements
"$EOSE is showing a short-term bullish bias; watch for breakout signals. First Target: $18.00 Second Target: $20.00 (Institutional Target Price / Strong Resistance Level) π‘ Strategy: Consider a small long position on a pullback to the $16.8-$17.0 range with a stop-loss at $16.5. If it strongly breaks through $18.0 add to the position targeting $20.0. #EOSE #EnergyStorage #USStocks #TechnicalAnalysis #Trading https://twitter.com/i/web/status/2013658916274475178 https://twitter.com/i/web/status/2013658916274475178"
X Link 2026-01-20T17:04Z [---] followers, [----] engagements
"If you believe AI is the future $TSM is a core asset you must hold. π First target price: $370 (valuation repair + earnings realization) Second target price: $410 (AI supercycle continues) Support levels: $310 / $290 (strong support zone consider buying on dips) #TSM #USStocks #AIChip #Semiconductor #USStockInvestment https://twitter.com/i/web/status/2013970403828322558 https://twitter.com/i/web/status/2013970403828322558"
X Link 2026-01-21T13:42Z [---] followers, [----] engagements
"$WDC Detailed Analysis First Target Price: $250 (Technical resistance level after breaking through the previous high). Second Target Price: $270 (Optimistic scenario: AI demand continues to exceed expectations). Support Level: $210 (Recent high-volume trading area) Buy Range: $210$220 (Pullback to support level). Risk Warnings: * Industry Cycle Risk: The storage industry is highly cyclical. A price correction in NAND/HDD or a slowdown in demand will impact revenue and gross profit. * Increased Competition: Seagate continues to exert its strength in the HDD field while Samsung and SK Hynix are"
X Link 2026-01-22T14:34Z [---] followers, [----] engagements
"$SNDK Detailed Analysis First Target Price: $520 (Technical breakout above previous high coupled with a 30%-35% price increase in NAND futures contracts in Q1) Second Target Price: $580 (Bernstein's latest target price; widening NAND supply-demand gap under the AI storage supercycle; 11x PE ratio for FY2027 EPS of $52.66) Support Level: $440 (Recent high-volume trading area strong support at the 50-day moving average key support level for pullbacks) Buying Range: $440-$460 (Buy in batches on pullbacks to support levels; avoid chasing highs) #SNDK #SanDisk #Storage #NAND #AI #DataCenter #LMND"
X Link 2026-01-22T15:32Z [---] followers, [----] engagements
"$BABA Detailed Analysis First Target Price: $195. Cloud business maintains 35%+ growth instant retail loss reduction exceeds expectations valuation recovers to 18x PE. Second Target Price: $215. Pingtouge IPO completed Alibaba Cloud AI revenue exceeds 30% spin-off catalyzes further valuation increase. First Support Level: $165. Upper edge of previous consolidation range high trading volume strong technical support. Investment Strategy Recommendation: Buy in batches at the $165 support level add to position at $150; reduce position by 1/3 at the first target price of $195 and further reduce by"
X Link 2026-01-23T12:43Z [---] followers, [----] engagements
"$IQNQ Detailed Analysis First target price: [-----] Second target price: [------] Short-term strong support: [-----] Long-term value investing: Total position 10% built in [--] batches (30% at support level [-----] 40% at [-----] and an additional 30% upon breakout above the [-----] moving average) avoiding a full position at once. Trigger signals: [--]. Performance iteration of AQ64 - AQ100 implemented; [--]. First phase delivery and acceptance of Air Force orders passed; [--]. QCaaS revenue turns positive sequentially. #IONQ #QuantumComputing #USTechnology https://twitter.com/i/web/status/2015755170244702211"
X Link 2026-01-26T11:54Z [---] followers, [---] engagements
"$SKYT Detailed Analysis Trading Strategy Reference Long-term investors: It is recommended to wait for a pullback to the $26-$27 range to gradually build positions with a stop-loss below $26 and a target price of $35 (corresponding to an estimated [----] PE ratio of approximately 25x). Short-term traders: Pay attention to the $32.25 resistance level. A breakout could lead to a small position with a stop-loss at $32.16. A pullback to $28.82 could be an opportunity to buy on the dip with a stop-loss at $28. Risk Warnings: High customer concentration with government orders accounting for over 30%."
X Link 2026-01-26T12:55Z [---] followers, [----] engagements
"@HyperTechInvest $ALB is good"
X Link 2026-01-26T13:20Z [---] followers, [---] engagements
"@qualtrim $MU crushing it on margins: 45% OPM trouncing AMD/AVGO/QCOM is wild. This isnt just a cycle AI is supercharging memory demand permanently π₯"
X Link 2026-01-26T13:24Z [---] followers, [---] engagements
"Looking at the financial data is a bit worrying. The debt-to-equity ratio is over 85% and interest expenses have surged by 400%. Although Nvidia is backing it the high leverage still makes me afraid of potential losses I plan to wait for a pullback to below [--] before considering further investment since my stop-loss line at [--] isn't too far off. https://twitter.com/i/web/status/2015792814953492940 https://twitter.com/i/web/status/2015792814953492940"
X Link 2026-01-26T14:23Z [---] followers, [---] engagements
"Is $INTC a "golden opportunity" or a "value trap" π³ Although the disappointing Q1 guidance caused the stock price to plummet the 18A process in [----] is Intel's ultimate trump card β
Opportunity: If the 18A process is launched as scheduled the foundry business will take off and the valuation recovery potential is huge. β Risk: If the PC market remains sluggish and the process is delayed the stock price will face a double whammy of declining earnings and valuation. π‘ Trading Recommendation: Buy in batches between $40 and $42 and exit decisively if it falls below $40. Target: First target is"
X Link 2026-01-26T15:50Z [---] followers, [----] engagements
"$IREN Detailed Analysis First Target Price: $69.36 (Analyst consensus price corresponding to a 22.4%-32.5% upside). Focus on the Q2 FY2025 earnings report on February 5th. If AI revenue growth exceeds expectations and GPU utilization improves the stock price may challenge the $69.36 target price. Short-term Support: $50.11 (January 23rd low) the lower edge of the previous trading range indicating strong buying support. Core Advantages: Vertical Integration: Owns land power systems and data centers resulting in strong cost control and leading energy efficiency. Energy Advantage: 100% renewable"
X Link 2026-01-27T12:07Z [---] followers, [----] engagements
"$OKLO Entry Reference If it retraces to the $81-$82 range and stabilizes consider a small long position with a stop-loss below $78. If it breaks through and holds above $90 add to the position up to the target price of $103 then target $127. The short-term trading value of OKLO lies in the Meta partnership and analyst target prices. The first target is $103 with support levels at $81/$78/$72. Risk Management Points: Monitor catalysts/risk events such as the implementation of the Meta partnership regulatory approvals and financing progress. #OKLO #SMR #NuclearEnergy #AIEnergy #MetaPartnership"
X Link 2026-01-27T13:29Z [---] followers, [----] engagements
"GLW's [--] billion long-term order is incredibly strong The expansion of the META AI data center is locked in until [----] ensuring a high level of order certainty. Coupled with factory expansion to match production capacity both short-term stock price elasticity and long-term performance are supported. It's a confirmed core beneficiary in the AI infrastructure sector https://twitter.com/i/web/status/2016158892065964444 https://twitter.com/i/web/status/2016158892065964444"
X Link 2026-01-27T14:38Z [---] followers, [---] engagements
"$UNH has completely shattered the "safe haven myth" with a 15% pre-market drop dragging down the entire healthcare sector. It now appears that Buffett's [----] investment strategy was merely market timing unable to withstand policy black swan events In the short term avoid healthcare stocks and observe the subsequent implementation of fee rate policies and company cost control measures. https://twitter.com/i/web/status/2016159171377271270 https://twitter.com/i/web/status/2016159171377271270"
X Link 2026-01-27T14:39Z [---] followers, [---] engagements
"@MMatters22596 CRWV is really strong this time. Its revenue growth is still accelerating and it has also secured a large order from NVDA. Its fundamentals are at their peak and the 30% unrealized profit is just the beginning"
X Link 2026-01-27T14:54Z [---] followers, [---] engagements
"@moninvestor UNH a leading safe-haven asset with assets exceeding [---] billion has fallen by nearly 20%. When will this correction end"
X Link 2026-01-27T15:25Z [---] followers, [---] engagements
"$UNH Core Strategy: Mainly observe and wait; avoid blindly buying the dip; only trade right-side rebounds. Double negative factors triggered panic selling Near-zero growth in MA fees + first-ever revenue decline cast doubt on core profitability and growth logic. Short-term technical breakdown exacerbates selling pressure. π₯ #UNH #USStockMarketPlunge #HealthcareStocks #MAPaymentFeeRate https://twitter.com/i/web/status/2016172320700694717 https://twitter.com/i/web/status/2016172320700694717"
X Link 2026-01-27T15:31Z [---] followers, [---] engagements
"$IREN is clearly in a bullish oscillating pattern with $52 as a key support level; a break below this level would indicate weakness. The first target is $62 with a further target of $68 if it breaks through. Microsoft's earnings report is the core catalyst today driven by its Bitcoin + AI cloud businesses indicating strong growth potential. Strategy: Hold primarily; add to positions if it breaks through $62 with a target of $68. #IREN #USStocks #AIHashrate #BitcoinMining #StockTrading $IREN Detailed Analysis First Target Price: $69.36 (Analyst consensus price corresponding to a 22.4%-32.5%"
X Link 2026-01-27T16:29Z [---] followers, [---] engagements
"@wealthmatica With EBITDA surging 121.8% over three years ZETA's profitability is at its peak making it hard not to be optimistic"
X Link 2026-01-27T16:53Z [---] followers, [---] engagements
"@dannycheng2022 Every time retail investors panic and make rash decisions it's the major players who are picking up cheap shares. Of course you should seize these easy opportunities"
X Link 2026-01-27T16:54Z [---] followers, [---] engagements
"The bottleneck in AI computing power supply is an industry consensus. $IREN with its existing power and GPU resources is making a strategic move by signing long-term contracts. Pay attention to next week's transaction details and revenue guidance; earnings fulfillment is the key factor. https://twitter.com/i/web/status/2016200060329947326 https://twitter.com/i/web/status/2016200060329947326"
X Link 2026-01-27T17:22Z [---] followers, [---] engagements
"Intel $INTC Deep Dive Analysis Update β
Key Highlights: DCAI revenue grows steadily; Gaudi + Xeon enters the AI inference market; 18A process yield improves capacity expected to improve in Q2 2026; government investment + Nvidia strategic support ensures funding for transformation. β Short-term Pressures: Q1 revenue guidance below expectations weak PC demand and tight capacity. π Technical Analysis: Holding above the 50/200-day moving averages trading in a strong range. π― Trading Range: Support at 42-43 first target [--] second target [--]. Strategy: Buy on dips strict stop-loss below [--]. #INTC"
X Link 2026-01-28T12:25Z [---] followers, [---] engagements
"@StockSavvyShay Anthropic has raised its long-term revenue targets maximizing its growth expectations. With Amazon as a key investor the equity value is expected to continue to be revalued as the company expands further highlighting the strategic value of its AI investment portfolio"
X Link 2026-01-28T12:46Z [---] followers, [---] engagements
"ASML's recent surge is essentially a repricing of the market's long-term demand for AI computing power. As the world's only high-end EUV supplier ASML's order data is a leading indicator of semiconductor capital expenditure. Orders significantly exceeding expectations mean that TSMC Samsung and other manufacturers are proceeding with their planned 2nm/3nm capacity expansions. The capacity cycle for AI chips and HBM memory has just begun and the industry's upward cycle is expected to continue. https://twitter.com/i/web/status/2016493408244637762"
X Link 2026-01-28T12:47Z [---] followers, [---] engagements
"$WDC institutions have raised their target prices in quick succession: Citigroup $280 Cantor $300 Rosenblatt $270 Bank of America $257 and Mizuho $265 all bullish. WDC is at the heart of the AI storage supercycle benefiting in the short term from rising prices and order support and in the medium to long term from technological iterations (ePMR/HAMR) and improved gross margins. We recommend participating with a phased entry strategy and tiered profit-taking and stop-loss orders to balance returns and risks. #WDC #AIStorage #Semiconductor $WDC Detailed Analysis First Target Price: $250"
X Link 2026-01-28T13:13Z [---] followers, [---] engagements
"Beware of pre-market surge traps in $PDYN PDYN surged 36% pre-market boosted by a positive military contract but the company is not yet profitable and its high valuation inherently puts downward pressure on prices. Positive Driver: Securing the AFRL HANGTIME project contract coupled with high revenue guidance led to a 36% pre-market surge with a price of $8.87. Risk Warning: The company remains deeply unprofitable. Its high valuation and small-cap characteristics make it highly volatile and it is prone to a "sell-on" scenario opening high and then falling. Trading Advice: Avoid chasing the"
X Link 2026-01-28T14:10Z [---] followers, [---] engagements
"$TSLA Latest Analysis π°Technical Analysis: Current price [------] support 405/380 first target [---] second target [---] β Risks: Increased competition in the electric vehicle market significant increase in capital expenditure in [----] slower-than-expected transformation progress Short-term (1-3 months): Range trading trading between $405 and $449 stop loss below $405 break above $449 targeting $460. Mid-term (3-6 months): Focus on [----] Q1 FSD subscription data and Cybercab progress. If AI implementation exceeds expectations the target could be $520. Risk Control: Phased entry no more than 15% of a"
X Link 2026-01-29T11:41Z [---] followers, [---] engagements
"@wallstengine With military and AI data centers accounting for over 60% of revenue and a significant reduction in reliance on telecommunications the company's performance stability has greatly improved making the upward adjustment of the target price reasonable"
X Link 2026-01-29T12:24Z [---] followers, [--] engagements
"@SpaceInvestor_D RDW has a clear strategy: leveraging its technological barriers in core aerospace components it extends upstream to build a platform transforming from a consumables supplier to a system-level service provider thus completely restructuring its valuation logic"
X Link 2026-01-29T12:25Z [---] followers, [---] engagements
"@bdinvestingg Short-term advertising costs are dragging down the stock price but the Super Bowl oral medication ad is expected to generate buzz and a turning point catalyst is worth looking forward to"
X Link 2026-01-29T12:26Z [---] followers, [---] engagements
"@Mr_Derivatives The PLTR RSI hit a new low and broke below the 200-day moving average indicating a head and shoulders pattern that needs confirmation. Be wary of further declines"
X Link 2026-01-29T12:29Z [---] followers, [---] engagements
"@Barchart With central bank gold purchases expectations of monetary easing and geopolitical risks the fundamental logic for gold is already strong. While a target of $10000 may seem aggressive the bullish sentiment is at its peak"
X Link 2026-01-29T12:43Z [---] followers, [---] engagements
"@Stocktwits Hardware stocks are thriving while software stocks are suffering losses. $NOW's 9% drop tells you that the current US stock market doesn't believe in software growth"
X Link 2026-01-29T12:44Z [---] followers, [---] engagements
"$META Detailed Analysis Q4 earnings significantly exceeded expectations Total revenue reached $59.893 billion a 24% year-over-year increase with advertising revenue leading the growth. EPS of $8.88 far exceeded expectations and [----] billion daily active users solidified the core business. Short-term (1-3 months): Better-than-expected earnings + strong Q1 guidance fueled after-hours gains and boosted market sentiment. Consider buying on dips around the $647 support level with a target of $700. Mid-term (6-12 months): Focus on the progress of AI infrastructure investment and advertising ROI. If"
X Link 2026-01-29T13:42Z [---] followers, [---] engagements
"$MSFT Microsoft's stock price saw a short-term market correction due to a slight slowdown in AI investment and cloud growth but its core business is growing strongly and its long-term AI strategy is expected to open up new opportunities. Trading Recommendation: Consider building a position in batches within the $400-$420 range with a stop-loss at $370; hold long-term focusing on Azure growth AI cost control and progress in OpenAI collaborations. After the sharp drop in stock price valuation has entered a relatively safe zone suitable for long-term investors to buy on dips. Short-term caution"
X Link 2026-01-29T15:09Z [---] followers, [----] engagements
"Technically the price retraced to the 200-day moving average. Fundamentally it has two catalysts: the oral version of Wegovy and the approval of high-dose formulations. This correction in $NVO appears to be a healthy shakeout. Holding the $58 support level $70 is not the end; the growth logic for the weight-loss drug sector remains strong. https://twitter.com/i/web/status/2016897769202491853 https://twitter.com/i/web/status/2016897769202491853"
X Link 2026-01-29T15:34Z [---] followers, [---] engagements
"@MMatters22596 The decline on lower volume indicates that short-selling momentum has been exhausted and short positions at high levels are like a powder keg waiting to be ignited. The market logic for $HIMS has completely shifted; patiently wait for the main upward wave"
X Link 2026-01-29T15:35Z [---] followers, [----] engagements
"$OKLO Trading Recommendations Entry Strategy: Establish positions in batches during pullbacks to the $85-$80 range with a stop-loss below $75. Add-to-Position Signals: A breakout and hold above $95.1 or a successful Meta partnership or significant progress in NRC approval. Profit-Taking Plan: Reduce positions by 30% at the first target of $105 and by another 40% at the second target of $127. The remaining position should be held for long-term catalysts. OKLO is an event-driven stock driven by the convergence of nuclear energy transition and AI-driven energy demand. Short-term trading is"
X Link 2026-01-29T17:22Z [---] followers, [---] engagements
"π $SNDK surged 21% in pre-market trading Q4 EPS $6.2 (408% QoQ) gross margin 51.1%. Q1 guidance met expectations with EPS [---] times and gross margin 65%-67% AI is driving explosive demand for data center SSDs exceeding expectations in the storage market. First target $680 second $750 support at $580 #SNDK #USStocks #StorageChip #AIServer"
X Link 2026-01-30T12:02Z [---] followers, [---] engagements
"SOFI has proven itself a leader in the fintech sector with a flawless financial report Quarterly revenue surpassed [--] billion for the first time adjusted EBITDA increased by 60% year-over-year and both membership and product numbers reached record highs with strong growth across the board in the lending business. Compared to its peers SOFI leads in growth rate profitability and user expansion. Its fiscal year guidance also exceeded expectations and its long-term value continues to be reassessed. https://twitter.com/i/web/status/2017227872428028237"
X Link 2026-01-30T13:26Z [---] followers, [---] engagements
"Gold has surged dramatically breaking its post-pandemic high The short-term gains have been excessive; be wary of profit-taking and a "buy the rumor sell the fact" pullback. However medium- to long-term support from interest rate cuts and geopolitical risks remains. Buying on dips is safer than chasing highs. Pay attention to the key support level of $5000. https://twitter.com/i/web/status/2017228088581497202 https://twitter.com/i/web/status/2017228088581497202"
X Link 2026-01-30T13:27Z [---] followers, [---] engagements
"$MSFT MSFT's earnings report exceeded expectations yet its stock price plummeted nearly 10% Revenue of $81.27 billion and EPS of $5.16 both significantly exceeded expectations but a record $37.5 billion in CapEx a slight slowdown in Azure growth and OpenAI accounting for nearly half of RPO triggered anxiety about the return on AI investment leading to a sell-off. Short-term support is at 420-430 and resistance is at 460-470; in the medium to long term the release of computing power and the monetization of Copilot suggest that the logic of MSFT as an AI leader remains intact. #MSFT #USStocks"
X Link 2026-01-30T13:56Z [---] followers, [---] engagements
"$IREN π₯ IREN Latest Overview: A Leading Player in High-Volatility AI Computing Infrastructure High Volatility Window Before Earnings Report π Core Logic: Bitcoin Miner AI Cloud Infrastructure Microsoft's $9.7 Billion Order + Low-Cost Green Electricity Barrier AI Cloud to Become a Core Pillar in [----] π Market Overview: Over 53% cumulative increase in [----] current price $56-63 short-term resistance $58.58 $64 strong support $50 $45-48 Key Catalyst: Q2 Earnings Report on February 5th AI cloud revenue/GPU expansion/park progress will be the deciding factors β Risks: Execution falling short of"
X Link 2026-01-30T14:55Z [---] followers, [---] engagements
"$IONQ Detailed Analysis The current stock price is in a short-term pullback range but its high volatility high valuation and high growth attributes remain unchanged. π― Target Price First Target (Short-Term): $46.5-$48.9 (Upper edge of previous consolidation priority profit-taking level) Second Target (Swing Trading): $53-$56 (Historically densely traded area) Long-Term Target (12 Months): $75.91+ (Analyst consensus optimistically $80-$100) π‘ Key Support Levels (Core of Risk Control) Short-Term Support: $37.5-$38 (50-day moving average a key level for determining strength or weakness; reduce"
X Link 2026-02-02T12:38Z [---] followers, [---] engagements
"$INTC Intel [----] Core Analysis + First Target Price Short-term First Target Price: $50 (1-4 weeks high probability) Mid-term First Target Price: $60-65 (1-2 quarters trend-following) Core Support: $42-44 (strong support) Core Logic 18A process ramp-up IFS foundry benefits from policy + funding support AI server / AI PC dual main themes [----] Q1 earnings trough partially digested capacity and profitability to improve quarter by quarter from Q2 Low valuation clear expectation of a turnaround significant institutional divergence but optimists see $60+ Trading Recommendations Short-term: Buy on"
X Link 2026-02-02T15:28Z [---] followers, [----] engagements
"$AMD β
First target price: $281.06 (Upside 18.72%) β
Second target price: $330 π‘Support level: $230 Stop loss level: $225 Core drivers: Increased server CPU market share + AI collaboration implementation + lifting of restrictions in the Chinese market with Zen6 architecture expected to be deployed in [----] #USStocks #Semiconductors #AIComputingPower #AMD https://twitter.com/i/web/status/2018655346957422828 https://twitter.com/i/web/status/2018655346957422828"
X Link 2026-02-03T11:58Z [---] followers, [----] engagements
"$IREN reached my suggested price yesterday let's expect it to reach the first target price. Holding strategy: Maintain a position of 30% before the earnings report; add to the position to 50% if it breaks through $58.58; take profits in batches between $60 and $69.36. #IREN #USStocks #AI #EarningsReport #TradingStrategy #StockAnalysis #USStockInvestment #TechStocks https://twitter.com/i/web/status/2018698800836018623 https://twitter.com/i/web/status/2018698800836018623"
X Link 2026-02-03T14:51Z [---] followers, [----] engagements
"$PLTR In-Depth Analysis: 139% NRR Accelerates for [--] Consecutive Quarters AIP Restructures Enterprise Operations PLTR's net dollar retention rate is 139% accelerating for [--] consecutive quarters. Existing customer payments increased by 39% year-over-year. High stickiness and high ARPU are the dual drivers maximizing revenue certainty. AI agents run controlled workflows deeply embedded in core businesses with extremely high replacement costs. It is suitable for highly compliant scenarios such as finance and defense opening up long-term growth potential. With strong growth and profitability the"
X Link 2026-02-04T13:48Z [---] followers, [---] engagements
"@TheLongInvest If the price retraces but doesn't break through it's a strong signal. $ZETA has solid support in this wave; let's keep watching"
X Link 2026-02-04T15:03Z [---] followers, [---] engagements
"$LLY GLP-1's dual-engine growth is explosive with combined sales from Mounjaro and Zepbound exceeding [----] billion a year-on-year increase of over 110% and both revenue and EPS significantly exceeding expectations π₯ [----] guidance again exceeded market expectations with full-year revenue of 80-83 billion and EPS of $33.5-35 maximizing growth certainty. Key Price Levels Support: [------] / [---] First Target: [----] Second Target: [----] Risks Pricing pressure intensified competition in GLP-1 and production capacity pace. Trading Strategy Hold positions with a stop-loss at [---] targeting 1100-1200;"
X Link 2026-02-04T15:14Z [---] followers, [---] engagements
"@wallstengine π₯ With a 300% YoY growth and a 16x commitment the Google AI ecosystem has shifted from a "technology narrative" to a "revenue engine" which is the strongest fundamental signal"
X Link 2026-02-05T11:49Z [---] followers, [---] engagements
"@oguzerkan With $680 billion in data center capital expenditure a 35% year-on-year increase and an 8x [----] projected PE ratio $AMD has been ridiculously oversold making its bullish rationale incredibly strong"
X Link 2026-02-05T11:51Z [---] followers, [---] engagements
"$TSEM Tower Semiconductor surges over 16% The company collaborates with Nvidia to drive AI infrastructure development using 1.6T data center optical modules Short-term: If the price opens near $128 with significant volume a small long position can be considered with a stop-loss set at $124. If it falls below $124 reduce the position to mitigate risk. Mid-term: Due to increased volatility in the semiconductor sector maintain a 50-60% position and wait for the sector sentiment to stabilize before adding to the position. Risk Warning: Monitor the opening performance of the Nasdaq and the"
X Link 2026-02-05T12:06Z [---] followers, [---] engagements
"@TheLongInvest $PLTR has broken below the 200-day moving average and formed a head and shoulders pattern indicating a deteriorating technical outlook. A price of [---] or below is a reasonable entry point; there's no rush to buy the dip"
X Link 2026-02-05T12:48Z [---] followers, [---] engagements
"$BABA Alibaba (BABA): High Growth in Cloud & AI + Consumption Recovery + Valuation Repair Target Price: $200 (Average Institutional View) Support: $150 / $140 Resistance: $170 / $190 Strategy: Buy in batches within the $150-$155 range stop loss at $140 reduce positions at $200 #BABA #ChineseStocks #Alibaba #CloudAI #USStocks https://twitter.com/i/web/status/2019407192311390295 https://twitter.com/i/web/status/2019407192311390295"
X Link 2026-02-05T13:46Z [---] followers, [---] engagements
"Most popular Chinese concept stocks rose: $MOSN up more than 5% $BILI up more than 3% $BABA $XPEV $LI up more than 2%. $DDL rose as much as 9% intraday after Meituan plans to acquire the company for $717 million. $BIDU up more than 4%: expected to pay its first dividend in [----] and authorized a new $5 billion share repurchase program. $NIO up more than 7%: expects adjusted operating profit of RMB [---] million to [---] billion in Q4 [----]. $TENB up 10%: Q4 revenue rose 10.5% YoY beating market expectations. $SYM up 6%: Q1 revenue rose 29% YoY beating estimates; strong Q2 guidance. $ALGN up 11%: Q4"
X Link 2026-02-05T14:20Z [---] followers, [---] engagements
"@Stocktwits $HIMS dual-catalysis: low-priced Wegovy oral version + early cancer screening. Funds are clearly scrambling for it today. Let's see if it can maintain its momentum"
X Link 2026-02-05T14:38Z [---] followers, [---] engagements
"$IREN plunged 17.37% to close at $44.94 on February 4th a 30% pullback from its January high. Key factors and earnings highlights at a glance: π»Core reasons for the decline: Bitcoin fell over 4% + AI sector sell-off; Q2 earnings released after market close today high CAPEX raises concerns. π Key levels: Support at $43.91 resistance at $48-50; currently deploying [-----] NVIDIA GPUs. π‘ Trading strategy: Oversold near $44; if earnings disappoint expect a drop to $38-40; if earnings exceed expectations consider establishing a position targeting $50. β Risks: Bitcoin decline AI transformation"
X Link 2026-02-05T14:45Z [---] followers, [---] engagements
"#BTC [-----] - Extreme panic 24-hour liquidations reach [---] million ETFs continue to see outflows 70k level is a critical support level + gold diverges from $5000. US regulators: Treasury Secretary Bessenter's congressional testimony clarified that "the government will not bail out BTC holdings" exacerbating market selling pressure. The White House convened Coinbase and others on February 2nd to discuss stablecoin reward regulation. Banks are concerned about diverting deposits and the industry is pushing for legislation aiming to find a solution by the end of February. Institutional views: "Big"
X Link 2026-02-05T15:09Z [---] followers, [---] engagements
"@moninvestor Telemedicine + GLP-1 compound formulation + low-cost subscription: HIMS integrates customer acquisition conversion and retention leading to a valuation restructuring"
X Link 2026-02-05T15:31Z [---] followers, [---] engagements
"@Mr_Derivatives The surge in the volatility index indicates that large funds are seeking safe havens suggesting that volatility will only increase in the future"
X Link 2026-02-05T15:32Z [---] followers, [--] engagements
"$MSTR MSTR's core focus is currently on high-risk assets driven by Bitcoin price volatility. On February [--] [----] its closing price was $106.99 a drop of over 77% from its November [----] peak. Support levels are $100-$104. Core Investment Logic The company's core strategy is "equity + debt financing to buy Bitcoin." As of February [--] [----] it held [------] Bitcoins with a total cost of $54.26 billion and an average cost of $76052 per coin. Due to the recent sharp drop in Bitcoin (approximately $60000 on February 5) the position is showing its first unrealized loss. Trading Recommendations Short-term"
X Link 2026-02-06T11:43Z [---] followers, [---] engagements
"@alc2022 ALC's statement is very strong The collective pullback is only temporary. Hold your shares firmly and wait for AI to drive profits in the real economy; a generous return is inevitable πͺ"
X Link 2026-02-06T12:02Z [---] followers, [---] engagements
"$IBIT IBIT with its low fees high liquidity institutional backing and options tools has become a leading Bitcoin ETF suitable for various investor portfolios. Short-term overselling may present a buying opportunity; in the medium term focus on capital inflows and Bitcoin price stabilization; long-term value depends on the development of the Bitcoin industry and institutional allocation trends. Operationally it is recommended to build positions in batches use strict stop-loss orders and optimize the risk-reward ratio using options tools. Operational Recommendations: Buy in batches: Initially"
X Link 2026-02-06T13:06Z [---] followers, [---] engagements
"$IREN's short-term performance and stock price fluctuate greatly but its AI transformation direction is clear and its valuation is attractive making it a typical high-risk high-return stock. Key tracking indicators include AI customer signing progress GPU deployment speed AI Cloud ARR growth and Bitcoin price trends. If the transformation proceeds smoothly it is expected to experience a double boost in both valuation and performance. Positioning Strategy: Total position should not exceed 10% built in 3-4 batches. The initial 30% position should be in the $38-$40 range with an additional 30%"
X Link 2026-02-06T13:41Z [---] followers, [---] engagements
"$MSFT Detailed Analysis Short-term first target: $425$430 Key support: $390 $375 Resistance: $415 $425 $435 Highlights: AI Cloud Copilot commercialization deep integration with OpenAI Risks: High AI capital expenditure short-term growth pressure valuation correction Earnings exceeded expectations but the stock price plummeted. Technically it has entered oversold territory. A rebound can be considered if it stabilizes above 390; a break below this level warrants caution. Institutional consensus (44 Wall Street analysts) Rating: Moderate Buy (39 Buy [--] Hold [--] Strong Buy) #MSFT #USStocks"
X Link 2026-02-09T13:09Z [---] followers, [---] engagements
"@StockSavvyShay Double blows shatter $HIMS: Novo Nordisk's legal action + FDA tightening of GLP-1 combination therapy and its own cancellation of semaglutide combination therapy disproving the high-growth story and investors voting with their feet"
X Link 2026-02-09T13:58Z [---] followers, [---] engagements
"$OSCR Pre-Market Summary Earnings + Sentiment + Key Levels Q4 Earnings Missed Expectations Across the Board: Revenue and EPS both missed MLR spiked to 95.4% healthcare costs spiraled out of control and losses widened significantly. Adding to this is the reduction in ACA subsidies putting immense pressure on enrollment and profitability in [----]. Key Levels Today Support: [-----] [-----] Resistance: [-----] [-----] One-Sentence Summary: The negative earnings news has been priced in; pre-market rallies followed by pullbacks with bears in control. [--] is a critical level; a break below this level could"
X Link 2026-02-10T12:05Z [---] followers, [---] engagements
"$CIFR Quick Overview From Bitcoin mining to AI computing infrastructure holding $8.5 billion in long-term orders from AWS and Google. Core Advantages: Low-cost electricity in Texas + 3.2GW pipeline positioning itself to meet AI computing demand. Current Status: High growth still unprofitable driven by a dual-cycle of BTC + AI. High valuation extremely volatile suitable for high-risk appetite. Key Factors: Order fulfillment improved gross margin BTC price movement. β Not investment advice highly volatile. #CIFR #AIComputingPower #BitcoinMining #DataCenter #CryptoAIDualDrive"
X Link 2026-02-10T12:10Z [---] followers, [---] engagements
"@TheLongInvest This is a typical case of panic selling followed by major players buying up shares. Either the stop-loss orders were set haphazardly and triggered or the financial reports were not read in their entirety. Both scenarios result in carelessness and money being lost"
X Link 2026-02-10T12:31Z [---] followers, [---] engagements
"$CIFR Quick Overview From Bitcoin mining to AI computing infrastructure holding $8.5 billion in long-term orders from AWS and Google. Core Advantages: Low-cost electricity in Texas + 3.2GW pipeline positioning itself to meet AI computing demand. Current Status: High growth still unprofitable driven by a dual-cycle of BTC + AI. High valuation extremely volatile suitable for high-risk appetite. Key Factors: Order fulfillment improved gross margin BTC price movement. β Not investment advice highly volatile. #CIFR #AIComputingPower #BitcoinMining #DataCenter #CryptoAIDualDrive"
X Link 2026-02-10T12:10Z [---] followers, [---] engagements
"$OSCR Pre-Market Summary Earnings + Sentiment + Key Levels Q4 Earnings Missed Expectations Across the Board: Revenue and EPS both missed MLR spiked to 95.4% healthcare costs spiraled out of control and losses widened significantly. Adding to this is the reduction in ACA subsidies putting immense pressure on enrollment and profitability in [----]. Key Levels Today Support: [-----] [-----] Resistance: [-----] [-----] One-Sentence Summary: The negative earnings news has been priced in; pre-market rallies followed by pullbacks with bears in control. [--] is a critical level; a break below this level could"
X Link 2026-02-10T12:05Z [---] followers, [---] engagements
"$PGY plunges approximately 20% pre-market Earnings Roundup β
Adjusted EPS and EBITDA significantly exceed expectations β Q4 revenue falls short of market consensus β [----] full-year and Q1 guidance both fall short of consensus β Online lending growth slows significantly putting pressure on growth momentum Core Logic: While profitability is improving downward revisions to growth expectations are the core negative factor. High Beta characteristics amplify volatility and valuation faces repricing. High Beta characteristics amplify volatility and valuation faces repricing. #PGY #FinTech #AI"
X Link 2026-02-09T14:06Z [---] followers, [---] engagements
"$MSFT Detailed Analysis Short-term first target: $425$430 Key support: $390 $375 Resistance: $415 $425 $435 Highlights: AI Cloud Copilot commercialization deep integration with OpenAI Risks: High AI capital expenditure short-term growth pressure valuation correction Earnings exceeded expectations but the stock price plummeted. Technically it has entered oversold territory. A rebound can be considered if it stabilizes above 390; a break below this level warrants caution. Institutional consensus (44 Wall Street analysts) Rating: Moderate Buy (39 Buy [--] Hold [--] Strong Buy) #MSFT #USStocks"
X Link 2026-02-09T13:09Z [---] followers, [---] engagements
"$IREN's short-term performance and stock price fluctuate greatly but its AI transformation direction is clear and its valuation is attractive making it a typical high-risk high-return stock. Key tracking indicators include AI customer signing progress GPU deployment speed AI Cloud ARR growth and Bitcoin price trends. If the transformation proceeds smoothly it is expected to experience a double boost in both valuation and performance. Positioning Strategy: Total position should not exceed 10% built in 3-4 batches. The initial 30% position should be in the $38-$40 range with an additional 30%"
X Link 2026-02-06T13:41Z [---] followers, [---] engagements
"$IBIT IBIT with its low fees high liquidity institutional backing and options tools has become a leading Bitcoin ETF suitable for various investor portfolios. Short-term overselling may present a buying opportunity; in the medium term focus on capital inflows and Bitcoin price stabilization; long-term value depends on the development of the Bitcoin industry and institutional allocation trends. Operationally it is recommended to build positions in batches use strict stop-loss orders and optimize the risk-reward ratio using options tools. Operational Recommendations: Buy in batches: Initially"
X Link 2026-02-06T13:06Z [---] followers, [---] engagements
"$MSTR MSTR's core focus is currently on high-risk assets driven by Bitcoin price volatility. On February [--] [----] its closing price was $106.99 a drop of over 77% from its November [----] peak. Support levels are $100-$104. Core Investment Logic The company's core strategy is "equity + debt financing to buy Bitcoin." As of February [--] [----] it held [------] Bitcoins with a total cost of $54.26 billion and an average cost of $76052 per coin. Due to the recent sharp drop in Bitcoin (approximately $60000 on February 5) the position is showing its first unrealized loss. Trading Recommendations Short-term"
X Link 2026-02-06T11:43Z [---] followers, [---] engagements
"#BTC [-----] - Extreme panic 24-hour liquidations reach [---] million ETFs continue to see outflows 70k level is a critical support level + gold diverges from $5000. US regulators: Treasury Secretary Bessenter's congressional testimony clarified that "the government will not bail out BTC holdings" exacerbating market selling pressure. The White House convened Coinbase and others on February 2nd to discuss stablecoin reward regulation. Banks are concerned about diverting deposits and the industry is pushing for legislation aiming to find a solution by the end of February. Institutional views: "Big"
X Link 2026-02-05T15:09Z [---] followers, [---] engagements
"$IREN plunged 17.37% to close at $44.94 on February 4th a 30% pullback from its January high. Key factors and earnings highlights at a glance: π»Core reasons for the decline: Bitcoin fell over 4% + AI sector sell-off; Q2 earnings released after market close today high CAPEX raises concerns. π Key levels: Support at $43.91 resistance at $48-50; currently deploying [-----] NVIDIA GPUs. π‘ Trading strategy: Oversold near $44; if earnings disappoint expect a drop to $38-40; if earnings exceed expectations consider establishing a position targeting $50. β Risks: Bitcoin decline AI transformation"
X Link 2026-02-05T14:45Z [---] followers, [---] engagements
"Most popular Chinese concept stocks rose: $MOSN up more than 5% $BILI up more than 3% $BABA $XPEV $LI up more than 2%. $DDL rose as much as 9% intraday after Meituan plans to acquire the company for $717 million. $BIDU up more than 4%: expected to pay its first dividend in [----] and authorized a new $5 billion share repurchase program. $NIO up more than 7%: expects adjusted operating profit of RMB [---] million to [---] billion in Q4 [----]. $TENB up 10%: Q4 revenue rose 10.5% YoY beating market expectations. $SYM up 6%: Q1 revenue rose 29% YoY beating estimates; strong Q2 guidance. $ALGN up 11%: Q4"
X Link 2026-02-05T14:20Z [---] followers, [---] engagements
"$BABA Alibaba (BABA): High Growth in Cloud & AI + Consumption Recovery + Valuation Repair Target Price: $200 (Average Institutional View) Support: $150 / $140 Resistance: $170 / $190 Strategy: Buy in batches within the $150-$155 range stop loss at $140 reduce positions at $200 #BABA #ChineseStocks #Alibaba #CloudAI #USStocks https://twitter.com/i/web/status/2019407192311390295 https://twitter.com/i/web/status/2019407192311390295"
X Link 2026-02-05T13:46Z [---] followers, [---] engagements
"$LLY GLP-1's dual-engine growth is explosive with combined sales from Mounjaro and Zepbound exceeding [----] billion a year-on-year increase of over 110% and both revenue and EPS significantly exceeding expectations π₯ [----] guidance again exceeded market expectations with full-year revenue of 80-83 billion and EPS of $33.5-35 maximizing growth certainty. Key Price Levels Support: [------] / [---] First Target: [----] Second Target: [----] Risks Pricing pressure intensified competition in GLP-1 and production capacity pace. Trading Strategy Hold positions with a stop-loss at [---] targeting 1100-1200;"
X Link 2026-02-04T15:14Z [---] followers, [---] engagements
"$NVDA $AMZN The AWS CEO's remarks provide the strongest fundamental endorsement for the AI computing power sector further reinforcing the AI growth logic of NVDA and AMZN. Short-term pullbacks still present buying opportunities. #NVDA #AMZN #AIComputingPower #GPUShortage #USTechnologyStocks"
X Link 2026-02-04T15:02Z [---] followers, [--] engagements
"$GLXY Quick Overview Post-Earnings Plunge Key Levels and Strategies GLXY reported a net loss of $482 million in Q4 [----] and its stock price has plummeted in the past two days currently trading at $21.5 a pullback of over 36% from its January high. Key Data Current Price: $21.5 (-2%) Support: $20.8 $18 Resistance: $24 $28.2 Institutional: Consensus Buy Target Price $4260 Cash Reserves: $2.6B Liquidity Remains Stable Trading Strategy Aggressive: Light long position at $20.821 stop loss at $20 target $24 Conservative: Add to position on pullbacks after a break above $24 target $28.2 Risk"
X Link 2026-02-04T14:39Z [---] followers, [---] engagements
"$PLTR In-Depth Analysis: 139% NRR Accelerates for [--] Consecutive Quarters AIP Restructures Enterprise Operations PLTR's net dollar retention rate is 139% accelerating for [--] consecutive quarters. Existing customer payments increased by 39% year-over-year. High stickiness and high ARPU are the dual drivers maximizing revenue certainty. AI agents run controlled workflows deeply embedded in core businesses with extremely high replacement costs. It is suitable for highly compliant scenarios such as finance and defense opening up long-term growth potential. With strong growth and profitability the"
X Link 2026-02-04T13:48Z [---] followers, [---] engagements
"$IREN reached my suggested price yesterday let's expect it to reach the first target price. Holding strategy: Maintain a position of 30% before the earnings report; add to the position to 50% if it breaks through $58.58; take profits in batches between $60 and $69.36. #IREN #USStocks #AI #EarningsReport #TradingStrategy #StockAnalysis #USStockInvestment #TechStocks https://twitter.com/i/web/status/2018698800836018623 https://twitter.com/i/web/status/2018698800836018623"
X Link 2026-02-03T14:51Z [---] followers, [----] engagements
"$AMD β
First target price: $281.06 (Upside 18.72%) β
Second target price: $330 π‘Support level: $230 Stop loss level: $225 Core drivers: Increased server CPU market share + AI collaboration implementation + lifting of restrictions in the Chinese market with Zen6 architecture expected to be deployed in [----] #USStocks #Semiconductors #AIComputingPower #AMD https://twitter.com/i/web/status/2018655346957422828 https://twitter.com/i/web/status/2018655346957422828"
X Link 2026-02-03T11:58Z [---] followers, [----] engagements
"$INTC Intel [----] Core Analysis + First Target Price Short-term First Target Price: $50 (1-4 weeks high probability) Mid-term First Target Price: $60-65 (1-2 quarters trend-following) Core Support: $42-44 (strong support) Core Logic 18A process ramp-up IFS foundry benefits from policy + funding support AI server / AI PC dual main themes [----] Q1 earnings trough partially digested capacity and profitability to improve quarter by quarter from Q2 Low valuation clear expectation of a turnaround significant institutional divergence but optimists see $60+ Trading Recommendations Short-term: Buy on"
X Link 2026-02-02T15:28Z [---] followers, [----] engagements
"$IONQ Detailed Analysis The current stock price is in a short-term pullback range but its high volatility high valuation and high growth attributes remain unchanged. π― Target Price First Target (Short-Term): $46.5-$48.9 (Upper edge of previous consolidation priority profit-taking level) Second Target (Swing Trading): $53-$56 (Historically densely traded area) Long-Term Target (12 Months): $75.91+ (Analyst consensus optimistically $80-$100) π‘ Key Support Levels (Core of Risk Control) Short-Term Support: $37.5-$38 (50-day moving average a key level for determining strength or weakness; reduce"
X Link 2026-02-02T12:38Z [---] followers, [---] engagements
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