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# ![@cfromhertz Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::801116888.png) @cfromhertz Christian Fromhertz 🇺🇸

The market is seeing a rotation out of high-growth tech stocks and into other areas, with some profit-taking in names like $BE, $ALAB, and $CRDO. Meanwhile, aerospace and defense stocks, such as $HWM, $KTOS, and $XAR, are continuing to impress with strong performances. Private equity companies like $KKR, $BX, $CG, and $APO are also on the move, with some seeing new highs and increased activity.

### Engagements: [------] [#](/creator/twitter::801116888/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801116888/c:line/m:interactions.svg)

- [--] Week [-------] -8.70%
- [--] Month [---------] +40%
- [--] Months [---------] +20%
- [--] Year [----------] +2.70%

### Mentions: [---] [#](/creator/twitter::801116888/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801116888/c:line/m:posts_active.svg)

- [--] Week [---] +16%
- [--] Month [---] +36%
- [--] Months [-----] +30%
- [--] Year [-----] -1.20%

### Followers: [------] [#](/creator/twitter::801116888/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801116888/c:line/m:followers.svg)

- [--] Week [------] +0.10%
- [--] Month [------] +0.50%
- [--] Months [------] +2.70%
- [--] Year [------] +6.80%

### CreatorRank: [-------] [#](/creator/twitter::801116888/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801116888/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  50.48% [finance](/list/finance)  27.8% [cryptocurrencies](/list/cryptocurrencies)  #6344 [technology brands](/list/technology-brands)  8.95% [countries](/list/countries)  3.51% [exchanges](/list/exchanges)  1.6% [social networks](/list/social-networks)  0.64% [fashion brands](/list/fashion-brands)  0.32% [products](/list/products)  0.32% [financial services](/list/financial-services)  0.32%

**Social topic influence**
[ai](/topic/ai) 5.43%, [stocks](/topic/stocks) #1682, [$sndk](/topic/$sndk) #90, [$igv](/topic/$igv) #37, [$smh](/topic/$smh) #74, [strong](/topic/strong) 3.51%, [$lite](/topic/$lite) #88, [$qqq](/topic/$qqq) #53, [bloomberg](/topic/bloomberg) 2.88%, [$ibit](/topic/$ibit) #13

**Top accounts mentioned or mentioned by**
[@sp3cul8r](/creator/undefined) [@william_r2rclub](/creator/undefined) [@marketwebs](/creator/undefined) [@walterdeemer](/creator/undefined) [@livetradepro](/creator/undefined) [@ericbalchunas](/creator/undefined) [@bluemoontrades](/creator/undefined) [@ewhispers](/creator/undefined) [@sunrisetrader](/creator/undefined) [@omillionaires](/creator/undefined) [@bluechipdaily](/creator/undefined) [@realsimpleariel](/creator/undefined) [@blondebroker1](/creator/undefined) [@ripster47](/creator/undefined) [@problemsniper](/creator/undefined) [@mrderivatives](/creator/undefined) [@sethcl](/creator/undefined) [@jonahlupton](/creator/undefined) [@bigbullcap](/creator/undefined) [@canuck2usa](/creator/undefined)

**Top assets mentioned**
[Sandisk Corporation (SNDK)](/topic/$sndk) [Spacemesh (SMH)](/topic/$smh) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [iShares BTC Trust (IBIT)](/topic/$ibit) [SPDR GOLD ETF (GLD)](/topic/$gld) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [DIA (DIA)](/topic/$dia) [Bloom Energy Corporation (BE)](/topic/$be) [Teradyne, Inc. (TER)](/topic/$ter) [Ciena Corporation (CIEN)](/topic/$cien) [Coherent Inc (COHR)](/topic/$cohr) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Italian National Football Team Fan Token (ITA)](/topic/$ita) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [Four (FORM)](/topic/$form) [Micron Technology, Inc. (MU)](/topic/$mu) [GlobalFoundries (GFS)](/topic/$gfs) [Aipocalypto (AIPO)](/topic/$aipo) [Bitcoin (BTC)](/topic/bitcoin) [Walmart, Inc. (WMT)](/topic/$wmt) [Karman Holdings Inc (KRMN)](/topic/$krmn) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Vixco (VIX)](/topic/$vix) [SPX6900 (SPX)](/topic/$spx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Howmet Aerospace Inc (HWM)](/topic/$hwm) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Eli Lilly and Company (LLY)](/topic/$lly) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Nextracker Inc. (NXT)](/topic/$nxt) [Stacks (STX)](/topic/$stx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Novo-Nordisk (NVO)](/topic/$nvo) [McKesson Corporation (MCK)](/topic/$mck) [CatCoin (CAT)](/topic/$cat) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Applied Materials, Inc. (AMAT)](/topic/$amat)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Excellent video @sp3cul8r A must watch if interested in $BE I am long Bloom Energy $BE and a Secret Catalyst -Why I believe its a great long term investment -Bloom's Moat -Products -Rarely Discussed Fuel Cell Tax Credit for [----] -Secret Catalyst -Recent Deals https://t.co/fVJJbeUlAJ Bloom Energy $BE and a Secret Catalyst -Why I believe its a great long term investment -Bloom's Moat -Products -Rarely Discussed Fuel Cell Tax Credit for [----] -Secret Catalyst -Recent Deals https://t.co/fVJJbeUlAJ"  
[X Link](https://x.com/cfromhertz/status/2020507293897330923)  2026-02-08T14:37Z 92.3K followers, [----] engagements


"$BTC_F & $IGV correlation continues"  
[X Link](https://x.com/cfromhertz/status/2022332858388693496)  2026-02-13T15:31Z 92.3K followers, [----] engagements


"$LITE implied move is 16%. going to be an important report for the Optical group note $COHR reports tomorrow post close"  
[X Link](https://x.com/cfromhertz/status/2018780503411978677)  2026-02-03T20:15Z 92.3K followers, [----] engagements


"$LITE +12% and nice sympathy move for $COHR +6% $LITE implied move is 16%. going to be an important report for the Optical group note $COHR reports tomorrow post close https://t.co/Cx1u4zGRI1 $LITE implied move is 16%. going to be an important report for the Optical group note $COHR reports tomorrow post close https://t.co/Cx1u4zGRI1"  
[X Link](https://x.com/cfromhertz/status/2018794041828356122)  2026-02-03T21:09Z 92.3K followers, [----] engagements


"This table sums up whether you are happy or not with equity investing in '26 $SPY $QQQ not so much $MDY $IWM very happy $DIA happy $ARKK not happy $FFTY very happy $VUG not happy $VTV very happy $IBIT not happy $GLD very happy $EEM $EFA $DVY very happy"  
[X Link](https://x.com/cfromhertz/status/2022401020320756030)  2026-02-13T20:02Z 92.3K followers, [----] engagements


"The most important line that no one is talking about The Yield on the 2yr US Bond why is this important if price breaks lower I would expect more rate cuts"  
[X Link](https://x.com/cfromhertz/status/2022304969638957219)  2026-02-13T13:40Z 92.3K followers, [----] engagements


"CF's Stock Market Recap What Are Bonds Telling Us https://youtube.com/live/0Uy-m-SjjbM https://youtube.com/live/0Uy-m-SjjbM"  
[X Link](https://x.com/cfromhertz/status/2022431609170071919)  2026-02-13T22:04Z 92.3K followers, [----] engagements


"$NTNX Nutanix and NVIDIA $NVDA Collaborate to Accelerate Enterprise AI Adoption (Bloomberg) Integration will bring together Nutanixs automated and secure enterprise AI platform with NVIDIA NIM inference microservices for accelerated inference of state-of-the-art AI models"  
[X Link](https://x.com/cfromhertz/status/1792891677318771087)  2024-05-21T12:14Z 92.3K followers, [----] engagements


"$GFS *GLOBALFOUNDRIES WEIGHS MERGER W/ UNITED MICROELECTRONICS:NIKKEI"  
[X Link](https://x.com/cfromhertz/status/1906717902784332000)  2025-03-31T14:39Z 92.3K followers, [----] engagements


"$MCD *MCDONALD'S SEES CONSUMER PRESSURES CONTINUING IN [----] that is reflecting in Cons Discretionary charts $RSPD 200d MA will be important to watch for this group"  
[X Link](https://x.com/cfromhertz/status/1986066592317210722)  2025-11-05T13:42Z 92.3K followers, [----] engagements


"China #Solar $DQ $JKS clouds starting to clear 🌞"  
[X Link](https://x.com/cfromhertz/status/1987705750760931337)  2025-11-10T02:15Z 92.3K followers, [----] engagements


"$BRKB $BRKA *BERKSHIRE HATHAWAY: BUFFETT SAYS IN LETTER HE'S 'GOING QUIET' *WARREN BUFFETT CONVERTED [----] A SHRS TO 2.7M B SHRS The Absolute🐐"  
[X Link](https://x.com/cfromhertz/status/1987936523505873112)  2025-11-10T17:32Z 92.3K followers, [----] engagements


"$ATI $CRS Specialty Metals / Steel"  
[X Link](https://x.com/cfromhertz/status/1988752851766477283)  2025-11-12T23:36Z 92.3K followers, [----] engagements


"$AIPO AI & Power Stocks ETF $DTCR Data Center & Infr. ETF break downs"  
[X Link](https://x.com/cfromhertz/status/1988999999753990596)  2025-11-13T15:58Z 92.3K followers, [----] engagements


"CF's Stock Market Recap - The Unwind of #AI and high growth stocks $FFTY $AIPO $DTCR - Index Levels I am watching https://x.com/i/broadcasts/1ynJOMjgopEKR https://x.com/i/broadcasts/1ynJOMjgopEKR"  
[X Link](https://x.com/cfromhertz/status/1989092499365953837)  2025-11-13T22:06Z 92.3K followers, [----] engagements


"November Performance $IBIT Bitcoin -15.7% $ARKK Ark Innovation -14.8% $FFTY IBD [--] -15.7% The higher the speculation the bigger the drawdown in Nov"  
[X Link](https://x.com/cfromhertz/status/1990493773680230785)  2025-11-17T18:54Z 92.3K followers, 31.9K engagements


"November Performance (updated) $IBIT $BTC_F Bitcoin -15.5% $ARKK Ark Innovation -15.8% $FFTY IBD [--] -16.9% November Performance $IBIT Bitcoin -15.7% $ARKK Ark Innovation -14.8% $FFTY IBD [--] -15.7% The higher the speculation the bigger the drawdown in Nov https://t.co/cg6XwhToJv November Performance $IBIT Bitcoin -15.7% $ARKK Ark Innovation -14.8% $FFTY IBD [--] -15.7% The higher the speculation the bigger the drawdown in Nov https://t.co/cg6XwhToJv"  
[X Link](https://x.com/cfromhertz/status/1990915736592691348)  2025-11-18T22:51Z 92.3K followers, 15.1K engagements


"$SNDK *SANDISK SNDK TO BE ADDED TO S&P 500"  
[X Link](https://x.com/cfromhertz/status/1993081718610485255)  2025-11-24T22:18Z 92.3K followers, [----] engagements


"$IHI Medical Devices the group has been dormant sideways for the better part of a year but now trying to resolve higher I added $IHI to the TTG Trend Portfolio yday"  
[X Link](https://x.com/cfromhertz/status/1993384427804934309)  2025-11-25T18:20Z 92.3K followers, [----] engagements


"$SIL $GDX $XRT $FCG best sectors / groups"  
[X Link](https://x.com/cfromhertz/status/1996971514978030025)  2025-12-05T15:54Z 92.3K followers, [----] engagements


"*SPX NEWS: $CRH CARVANA $CVNA & COMFORT SYSTEMS USA $FIX SET TO JOIN S&P"  
[X Link](https://x.com/cfromhertz/status/1997067801123553632)  2025-12-05T22:17Z 92.3K followers, 18.2K engagements


"$XRT Retail huge move off of tagging support at top of its yearly Value Area here are your leaders in the ETF $VSCO $REAL $KSS $M $EYE $ODP $DG $DLTR $DDS $AEO $ROST $FIVE $ULTA $PSMT $WMT $RVLV $GAP"  
[X Link](https://x.com/cfromhertz/status/1997340666125316238)  2025-12-06T16:21Z 92.3K followers, 36.5K engagements


"$VIK cruising to new highs"  
[X Link](https://x.com/cfromhertz/status/1999127172515086424)  2025-12-11T14:40Z 92.3K followers, [----] engagements


"$HWM *HOWMET AGREES TO BUY CAM FROM STANLEY BLACK& DECKER FOR $1.8B $SWK"  
[X Link](https://x.com/cfromhertz/status/2003099996410073124)  2025-12-22T13:47Z 92.3K followers, [----] engagements


"*US 3Q GDP RISES ANNUALIZED 4.3% Q/Q; EST. +3.3% *US 3Q PERSONAL CONSUMPTION RISES ANNUALIZED 3.5% Q/Q *US 3Q CORE PCE RISES ANNUALIZED 2.9% Q/Q; EST. +2.9% *US PRELIM OCT. DURABLE GOODS ORDERS FALL 2.2% M/M; EST. -1.5%"  
[X Link](https://x.com/cfromhertz/status/2003458394775257215)  2025-12-23T13:31Z 92.3K followers, [----] engagements


"$ONDS Ondas secures $10M in new autonomous system orders"  
[X Link](https://x.com/cfromhertz/status/2006364318087217501)  2025-12-31T13:58Z 92.2K followers, [----] engagements


"$JBL a break above the new '26 Value Area and new ATHs"  
[X Link](https://x.com/cfromhertz/status/2007460338925494730)  2026-01-03T14:33Z 92.3K followers, [----] engagements


"$EWJ Japan new highs"  
[X Link](https://x.com/cfromhertz/status/2008525228327268424)  2026-01-06T13:05Z 92.3K followers, [----] engagements


"$SNDK *SANDISK SHARES CLIMB 23% BIGGEST INTRADAY GAIN IN [--] MONTHS $SNDK monster move https://t.co/mcxsnVJZVW $SNDK monster move https://t.co/mcxsnVJZVW"  
[X Link](https://x.com/cfromhertz/status/2008556583169782207)  2026-01-06T15:09Z 92.2K followers, [----] engagements


"*ELI LILLY NEARS OVER $1B DEAL FOR VENTYX BIOSCIENCES: WSJ $VTYX $LLY"  
[X Link](https://x.com/cfromhertz/status/2008640261975667106)  2026-01-06T20:42Z 92.3K followers, 11K engagements


"*TRUMP: WON'T PERMIT DIVIDENDS STOCK BUYBACKS FOR DEFENSE COS *TRUMP: NO LONGER TOLERATING DEFENSE CONTRACTOR DIVIDENDS $ITA $LMT $GD $RTX $NOC"  
[X Link](https://x.com/cfromhertz/status/2008979586806370736)  2026-01-07T19:10Z 92.3K followers, 139K engagements


"$BE *BLOOM ENERGY SHARES UP 7% AFTER AEP FUEL-CELLS PURCHASE PACT"  
[X Link](https://x.com/cfromhertz/status/2009257627495047525)  2026-01-08T13:35Z 92.3K followers, [----] engagements


"$ITA Incredible moves this week for Aerospace & Defense Group $ITA Aerospace & Defense made a new ATH to start the year this was one of my favorite groups in '25 and still is https://t.co/TOgu3ql29S $ITA Aerospace & Defense made a new ATH to start the year this was one of my favorite groups in '25 and still is https://t.co/TOgu3ql29S"  
[X Link](https://x.com/cfromhertz/status/2010043825037983960)  2026-01-10T17:39Z 92.3K followers, 18.7K engagements


"$ITA best names ytd $AVAV +51% $KTOS +50% $RCAT +48% $KRMN +45% $MRCY +28% $ATRO +22% $RKLB +22% $DRS +20% $ITA Incredible moves this week for Aerospace & Defense Group https://t.co/IJSkGe6s77 $ITA Incredible moves this week for Aerospace & Defense Group https://t.co/IJSkGe6s77"  
[X Link](https://x.com/cfromhertz/status/2010062251269730655)  2026-01-10T18:52Z 92.3K followers, 13K engagements


"$SKYT SkyWater Technology Inc. +63% ytd this is your highest performing Semiconductor related co so far in '26"  
[X Link](https://x.com/cfromhertz/status/2010394453320614105)  2026-01-11T16:52Z 92.3K followers, [----] engagements


"$IBIT #Bitcoin 👀 very interesting level here. notice how top of Jan Value Area lines up w/ bottom of '26 Value Area . major level off interest here $51.95 using @MarketWebs #VolumeAtPrice also 50d MA now in picture too"  
[X Link](https://x.com/cfromhertz/status/2010752381789917574)  2026-01-12T16:35Z 92.3K followers, [----] engagements


"In today's recap I reviewed new trade in $IBIT #Bitcoin and what I like about it 👇 CF's Stock Market Recap While the Indices $SPY $QQQ chopped around today let's review stocks / cryptos $IBIT $ETHA $HOOD $NBIS $IREN $ALAB $CRDO $GFS $CLS $KWEB $TSEM https://t.co/5g9OqKBeYB CF's Stock Market Recap While the Indices $SPY $QQQ chopped around today let's review stocks / cryptos $IBIT $ETHA $HOOD $NBIS $IREN $ALAB $CRDO $GFS $CLS $KWEB $TSEM https://t.co/5g9OqKBeYB"  
[X Link](https://x.com/cfromhertz/status/2011249567862518206)  2026-01-14T01:30Z 92.3K followers, [----] engagements


"*COTERRA SAID TO MULL DEVON ENERGY COMBINATION IN OIL MEGADEAL $CTRA $DVN"  
[X Link](https://x.com/cfromhertz/status/2011854912200851837)  2026-01-15T17:36Z 92.3K followers, 53.2K engagements


"$UFO Space ETF taking off"  
[X Link](https://x.com/cfromhertz/status/2012175249412849683)  2026-01-16T14:48Z 92.3K followers, [----] engagements


"$UFO movers $UFO Space ETF taking off. https://t.co/L5ctOFPph8 $UFO Space ETF taking off. https://t.co/L5ctOFPph8"  
[X Link](https://x.com/cfromhertz/status/2012175556108833105)  2026-01-16T14:50Z 92.2K followers, [----] engagements


"we learned a tremendous amount on Jan 2nd . were you paying attention Jan2nd performance: 🔹FANG / Mag [--] looked heavy (see below) 🔹 $SMH was +3.7% / $IGV -2.9% 🔹 $ITA Aero & Defense was +3.4% 🔹 $QQQJ was +1.8% 🔹 $EWY was +5.1% ALL of these showed continuation in each of their respective trends $NYFANG $AMZN $MSFT $META $NFLX etc looks heavy and some rotation out of crowded long seems logical https://t.co/LYicW1HFwM $NYFANG $AMZN $MSFT $META $NFLX etc looks heavy and some rotation out of crowded long seems logical https://t.co/LYicW1HFwM"  
[X Link](https://x.com/cfromhertz/status/2013073822904173054)  2026-01-19T02:19Z 92.3K followers, 18.5K engagements


"$ICLN Global Clean Energy ETF +7.7% ytd and a member of the TTG Global Trend Portfolio"  
[X Link](https://x.com/cfromhertz/status/2013264857227837872)  2026-01-19T14:58Z 92.3K followers, [----] engagements


"from the midday TTG Market Pulse note on Jan13th $GFS https://open.substack.com/pub/ttgtrading/p/the-ttg-market-pulse-new-global-trend-fadutm_campaign=post-expanded-share&utm_medium=web $GFS happy little candle TTG #bullish setup from last week https://t.co/mRncB4Ep3A https://open.substack.com/pub/ttgtrading/p/the-ttg-market-pulse-new-global-trend-fadutm_campaign=post-expanded-share&utm_medium=web $GFS happy little candle TTG #bullish setup from last week https://t.co/mRncB4Ep3A"  
[X Link](https://x.com/cfromhertz/status/2013651750469668966)  2026-01-20T16:36Z 92.3K followers, [----] engagements


"*TRUMP MOCKS FRENCH PRESIDENT MACRON FOR WEARING SUNGLASSES $WRBY"  
[X Link](https://x.com/cfromhertz/status/2013981062389543377)  2026-01-21T14:24Z 92.3K followers, [----] engagements


"$VRT watch that top of Jan Value Area for a break +"  
[X Link](https://x.com/cfromhertz/status/2013993970393624987)  2026-01-21T15:15Z 92.2K followers, [----] engagements


"$KRMN Karman Holdings PT Raised to $130 from $100 at Raymond James $KRMN Karman Holdings FY Outlook Above Consensus (Dow Jones) Jan. [--] (Financial News Systems) - Karman Holdings sees FY outlook for revenue of $700 - [---] million which beats FactSet consensus estimates of $578.7 million. -- Sees FY outlook for adj EBITDA of $205 - [---] million $KRMN Karman Holdings FY Outlook Above Consensus (Dow Jones) Jan. [--] (Financial News Systems) - Karman Holdings sees FY outlook for revenue of $700 - [---] million which beats FactSet consensus estimates of $578.7 million. -- Sees FY outlook for adj EBITDA"  
[X Link](https://x.com/cfromhertz/status/2014315978390175818)  2026-01-22T12:35Z 92.3K followers, [----] engagements


"$FTAI: FTAI Aviation announces multi-year agreement with CFM International (Bloomberg) FTAI Aviation announced it has signed a multi-year agreement with CFM International a joint venture between GE Aerospace and Safran Aircraft Engines to provide component and repair support for CFM56 engines. The new agreement solidifies CFM and FTAI's shared priority of extending the life of CFM56 engines through optimized repair and maintenance offerings which will further strengthen the open maintenance repair and overhaul ecosystem and help support the strong global demand for current generation"  
[X Link](https://x.com/cfromhertz/status/2014332173147390188)  2026-01-22T13:39Z 92.3K followers, [----] engagements


"$GILD no this is not an #AI stock this is a cheapy not popular Pharma name breaking out to new highs"  
[X Link](https://x.com/cfromhertz/status/2014360642862436532)  2026-01-22T15:32Z 92.2K followers, [----] engagements


"$FIGR trying to get a footing here and turn 👀"  
[X Link](https://x.com/cfromhertz/status/2014749607549366747)  2026-01-23T17:18Z 92.3K followers, [----] engagements


"IonQ $IONQ to Acquire SkyWater Technology $SKYT For $35/Share: M&A Snapshot (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/2015746648035545521)  2026-01-26T11:20Z 92.3K followers, [----] engagements


"Well I learned something today. $QQEW & $QQQE are not the same (and of course mgmt fee is different) $QQEW only has [--] companies in it and still calls itself First Trust Nasdaq-100 Select Equal Weight ETF hmm"  
[X Link](https://x.com/cfromhertz/status/2015992887641522281)  2026-01-27T03:38Z 92.3K followers, [----] engagements


"$QQQE does have [---] companies and unlike $QQEW is at ATHs another case of you must look at weightings vs just name of ETF cc @EricBalchunas Well I learned something today. $QQEW & $QQQE are not the same (and of course mgmt fee is different) $QQEW only has [--] companies in it and still calls itself First Trust Nasdaq-100 Select Equal Weight ETF hmm https://t.co/VlT6AJLHR1 Well I learned something today. $QQEW & $QQQE are not the same (and of course mgmt fee is different) $QQEW only has [--] companies in it and still calls itself First Trust Nasdaq-100 Select Equal Weight ETF hmm"  
[X Link](https://x.com/cfromhertz/status/2015993947923841425)  2026-01-27T03:43Z 92.3K followers, [----] engagements


"$RR *RICHTECH ROBOTICS SHARES JUMP 22% ON PACT WITH MICROSOFT $MSFT"  
[X Link](https://x.com/cfromhertz/status/2016135256437346676)  2026-01-27T13:04Z 92.3K followers, 12.8K engagements


"$GILD still going. $GILD no this is not an #AI stock this is a cheapy not popular Pharma name breaking out to new highs https://t.co/DOWsaPzCNV $GILD no this is not an #AI stock this is a cheapy not popular Pharma name breaking out to new highs https://t.co/DOWsaPzCNV"  
[X Link](https://x.com/cfromhertz/status/2016187014492598582)  2026-01-27T16:30Z 92.2K followers, [----] engagements


"$PFE believe it or not. is breaking out of a base"  
[X Link](https://x.com/cfromhertz/status/2016191450896085171)  2026-01-27T16:47Z 92.2K followers, [----] engagements


"$NXT Nextpower Boosts FY Adjusted EPS Forecast Beats Estimates"  
[X Link](https://x.com/cfromhertz/status/2016257233449803859)  2026-01-27T21:09Z 92.3K followers, [----] engagements


"$STX Seagate sees FY26 capital expenditures 4%-6% of revenue (via the fly) 🔹Says December quarter financial results exceeded both top- and bottom-line expectations and set new company records for exabyte shipments. Says developments align with long-term aerial density roadmap that extends to ten terabytes per disk which the company expects to deliver early in the next decade. https://twitter.com/i/web/status/2016276737936531867 https://twitter.com/i/web/status/2016276737936531867"  
[X Link](https://x.com/cfromhertz/status/2016276737936531867)  2026-01-27T22:26Z 92.2K followers, [----] engagements


"$RIVN *Possible reversal watch* 🔹downside VPOC takeout 🔹price down to bottom of yearly value area 🔹watch for a move to reclaim $1557 setup via @MarketWebs system"  
[X Link](https://x.com/cfromhertz/status/2016281584047919113)  2026-01-27T22:46Z 92.2K followers, [----] engagements


"$EXPE Nice spot how many folks from north east going to be booking trips after this cold weather / snow"  
[X Link](https://x.com/cfromhertz/status/2016322422945771996)  2026-01-28T01:28Z 92.3K followers, [----] engagements


"*LAS VEGAS STRIP DEC. GAMBLING REV. FELL 6.07% Y/Y TO $827.7M $MGM $LVS $WYNN $CZR"  
[X Link](https://x.com/cfromhertz/status/2016523553860931990)  2026-01-28T14:47Z 92.3K followers, [----] engagements


"$HG_F Copper welcome to the commodity breakout party"  
[X Link](https://x.com/cfromhertz/status/2016716938924134896)  2026-01-29T03:36Z 92.3K followers, [----] engagements


"remember that bounce in Software $IGV -5% today $SMH / $IGV"  
[X Link](https://x.com/cfromhertz/status/2016885229273719056)  2026-01-29T14:44Z 92.2K followers, [----] engagements


"Reminder $SNDK is not in any major ETFs (i.e. $QQQ $SMH $SOXX) cc @EricBalchunas for when it gets included in ETFs"  
[X Link](https://x.com/cfromhertz/status/2016983923360759900)  2026-01-29T21:16Z 92.3K followers, [----] engagements


"$AAPL *APPLE SAYS IPHONE HAD UNPRECEDENTED DEMAND' FOR IPHONE IN QTR"  
[X Link](https://x.com/cfromhertz/status/2016987703418462285)  2026-01-29T21:31Z 92.2K followers, [----] engagements


"CF's Stock Market Recap - $SMH vs $IGV ratio gets more stretched - reviewing $GLD $SLV $HG_F & more https://x.com/i/broadcasts/1djxXWNElrPJZ https://x.com/i/broadcasts/1djxXWNElrPJZ"  
[X Link](https://x.com/cfromhertz/status/2016995173507498006)  2026-01-29T22:01Z 92.3K followers, [----] engagements


"$SMH Semis vs $IGV Software"  
[X Link](https://x.com/cfromhertz/status/2017002163675726249)  2026-01-29T22:29Z 92.3K followers, [----] engagements


"$WMT nice turn +"  
[X Link](https://x.com/cfromhertz/status/2017663625867956489)  2026-01-31T18:17Z 92.3K followers, [----] engagements


"Another big week of earnings ahead and just like last week I expect there to be decent single stock volatility as I reviewed in last week's member videos #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX https://t.co/Wy9Kza8w01 #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG"  
[X Link](https://x.com/cfromhertz/status/2018080303579803950)  2026-02-01T21:53Z 92.3K followers, 49.7K engagements


"Stock Volatility Overshadowed By Commodities FX: Options Watch (Bloomberg) -- Equities have been far less volatile than almost everything else so far this year with bigger swings racing through the markets for precious metals currencies and commodities. In the first month of [----] despite all the jitters about an AI-stock bubble the real ups and downs were elsewhere. Gold surged to a record then on Friday tumbled the most since the 1980s. The US dollar veered into its deepest slide since Aprils tariff-induced market meltdown on speculation about an intervention to boost the yen while Donald"  
[X Link](https://x.com/cfromhertz/status/2018083301336944957)  2026-02-01T22:05Z 92.3K followers, [----] engagements


"$ORCL *ORACLE SAYS EXPECTS TO RAISE $45B TO $50B GROSS CASH IN 2026"  
[X Link](https://x.com/cfromhertz/status/2018099484899557562)  2026-02-01T23:09Z 92.3K followers, 14.1K engagements


"Gold $GLD Volatility - $GVX"  
[X Link](https://x.com/cfromhertz/status/2018103319705665691)  2026-02-01T23:25Z 92.3K followers, [----] engagements


"$ORCL Oracle to Raise Up to $50 Billion This Year for Cloud Investment (Bloomberg) -- Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in [----] to build additional capacity for its cloud infrastructure through a combination of debt and equity sales. Oracle is raising money in order to build additional capacity to meet the contracted demand from our largest Oracle Cloud Infrastructure customers including AMD Meta NVIDIA OpenAI TikTok xAI and others the company said in a statement. The company plans to raise half of the funds via equity-linked and common equity issuances"  
[X Link](https://x.com/cfromhertz/status/2018103838910148674)  2026-02-01T23:27Z 92.3K followers, [----] engagements


"$GC_F Gold futures trying to stabilize & bounce on the 1hr VPOC takeout cc $GLD"  
[X Link](https://x.com/cfromhertz/status/2018121596926353660)  2026-02-02T00:37Z 92.3K followers, [----] engagements


"$CVX has broken out of a 4yr range note $CVX is 18% of the $XLE ETF $XOM is 24%"  
[X Link](https://x.com/cfromhertz/status/2018131374356475917)  2026-02-02T01:16Z 92.3K followers, 15K engagements


"Rare Earths Stocks Rise as Trump to Launch Minerals Stockpile (Bloomberg) -- US rare-earths stocks are rising in premarket trading Monday as President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money to lower reliance on China. NOTE: Trump Launches $12 Billion Minerals Stockpile to Counter China Among gainers: $USAR USA Rare Earth +6.7% $UAMY United States Antimony +5.3% $CRML Critical Metals +8.4% $MO MP Materials +4.6% $METC Ramaco Resources +3.7% $NB NioCorp +4.6% $TMQ Trilogy Metals +0.8%"  
[X Link](https://x.com/cfromhertz/status/2018308142300299532)  2026-02-02T12:58Z 92.3K followers, [----] engagements


"$WMT nice follow thru to the breakout $WMT nice turn + https://t.co/2j1vJmKLN4 $WMT nice turn + https://t.co/2j1vJmKLN4"  
[X Link](https://x.com/cfromhertz/status/2018368238007070721)  2026-02-02T16:57Z 92.3K followers, [----] engagements


"$IYZ Telecom ETF ☎ Breaking out after strong earnings from $T $VZ note there is also some optical exposure in this ETF too $LITE $CIEN"  
[X Link](https://x.com/cfromhertz/status/2018399584544784465)  2026-02-02T19:02Z 92.3K followers, [----] engagements


"*US TREASURY SEES END-MARCH CASH BALANCE AT $850B *US TREASURY TRIMS 1Q BORROWING EST. TO $574B FROM $578B *US SEES 2Q NET BORROWING OF $109B END-JUNE CASH BALANCE $900"  
[X Link](https://x.com/cfromhertz/status/2018414668830642510)  2026-02-02T20:02Z 92.3K followers, [----] engagements


"Are the $HOOD'ers out of Margin buying power"  
[X Link](https://x.com/cfromhertz/status/2018419069314072898)  2026-02-02T20:19Z 92.3K followers, [----] engagements


"$IYT Transports testing Jan highs"  
[X Link](https://x.com/cfromhertz/status/2018423619890663692)  2026-02-02T20:37Z 92.3K followers, [----] engagements


"$PLTR Palantir 4Q Revenue Beats Estimates (Bloomberg) -- Palantir reported revenue for the fourth quarter that beat the average analyst estimate. FOURTH QUARTER RESULTS 🔹Revenue $1.41 billion estimate $1.33 billion (Bloomberg Consensus) 🔹EPS 24c 🔹Cash and cash equivalents $1.42 billion estimate $2.85 billion 🔹Adjusted EPS 25c estimate 23c 🔹Adjusted Ebitda $805.5 million estimate $706.8 million 🔹Adjusted operating margin 57% estimate 52.1%NOTE https://twitter.com/i/web/status/2018431042114269394 https://twitter.com/i/web/status/2018431042114269394"  
[X Link](https://x.com/cfromhertz/status/2018431042114269394)  2026-02-02T21:07Z 92.3K followers, [----] engagements


"$VTV vs $VUG $VTV Value Breaking out to new ATHs https://t.co/AlbaMttzpt $VTV Value Breaking out to new ATHs https://t.co/AlbaMttzpt"  
[X Link](https://x.com/cfromhertz/status/2018435757929550107)  2026-02-02T21:26Z 92.3K followers, [----] engagements


"$TER Teradyne 1Q Revenue Forecast Beats Estimates"  
[X Link](https://x.com/cfromhertz/status/2018438406909354070)  2026-02-02T21:36Z 92.3K followers, [----] engagements


"$XTL Telecom ETF a bit more interesting than it sounds. top holdings $ASTS $VIAV $AAOI $ONDS $VSAT $TDS $CIEN $VZ $MSI $T $ANET"  
[X Link](https://x.com/cfromhertz/status/2018507366623318523)  2026-02-03T02:10Z 92.3K followers, [----] engagements


"$MCK reports Wed price coming out of congestion"  
[X Link](https://x.com/cfromhertz/status/2018510494005698774)  2026-02-03T02:22Z 92.3K followers, 12K engagements


"$VIK new ATH highs"  
[X Link](https://x.com/cfromhertz/status/2018515716673040418)  2026-02-03T02:43Z 92.3K followers, [----] engagements


"*HANG SENG TECH INDEX SINKS EXTENDING DROP FROM OCT HIGH TO 20% nope not ready yet $KWEB China Internets similarly not ready yet 👀's on $36.84 https://t.co/1rDS73GZTg $KWEB China Internets similarly not ready yet 👀's on $36.84 https://t.co/1rDS73GZTg"  
[X Link](https://x.com/cfromhertz/status/2018518956102107566)  2026-02-03T02:56Z 92.3K followers, [----] engagements


"$WDC *WESTERN DIGITAL AUTHORIZES ADDED $4.0B OF SHARE REPURCHASES"  
[X Link](https://x.com/cfromhertz/status/2018671090378457236)  2026-02-03T13:01Z 92.3K followers, [----] engagements


"$SMH Semis are +13.7% ytd $TER +20% premkt and is in the ETF (1% weight) here are the best performers in the ETF ytd note $SMH is in the TTG Global Trend Portfolio"  
[X Link](https://x.com/cfromhertz/status/2018681861145333971)  2026-02-03T13:43Z 92.3K followers, 10.2K engagements


"Why I switched the TTG Global Trend Portfolio to mainly an ETF portfolio in '26: stock picking has gotten imo more difficult and it is easier to play themes / Intl moves and there are plenty of ETF choices out there to exploit moves many of the most popular names i.e. $NVDA are not doing that well this year but the group they belong to are. $SMH Semis are +13.7% ytd $TER +20% premkt and is in the ETF (1% weight) here are the best performers in the ETF ytd note $SMH is in the TTG Global Trend Portfolio https://t.co/gOZg0A5vh5 $SMH Semis are +13.7% ytd $TER +20% premkt and is in the ETF (1%"  
[X Link](https://x.com/cfromhertz/status/2018683802998976718)  2026-02-03T13:51Z 92.3K followers, [----] engagements


"The TTG Global Trend Portfolio is off to a good start in '26 +6.8% and I look to continue w/ being in the right areas of the market you can learn about it more here: https://ttgtrading.substack.com Why I switched the TTG Global Trend Portfolio to mainly an ETF portfolio in '26: stock picking has gotten imo more difficult and it is easier to play themes / Intl moves and there are plenty of ETF choices out there to exploit moves many of the most popular names i.e. $NVDA are https://ttgtrading.substack.com Why I switched the TTG Global Trend Portfolio to mainly an ETF portfolio in '26: stock"  
[X Link](https://x.com/cfromhertz/status/2018685184552440060)  2026-02-03T13:57Z 92.3K followers, [----] engagements


"$DIA old school $DJIA looks great here imo breaking out of congestion"  
[X Link](https://x.com/cfromhertz/status/2018696617390469571)  2026-02-03T14:42Z 92.3K followers, [----] engagements


"$AAPL next VPOC up"  
[X Link](https://x.com/cfromhertz/status/2018699784073134212)  2026-02-03T14:55Z 92.3K followers, [----] engagements


"*US PLANS TO ISSUE LICENSE FOR COMPANIES TO PUMP VENEZUELAN OIL $XLE $OIH"  
[X Link](https://x.com/cfromhertz/status/2018704431835927018)  2026-02-03T15:13Z 92.2K followers, [----] engagements


"$FORM nice jump above 5d and 20d MA"  
[X Link](https://x.com/cfromhertz/status/2018716212511879346)  2026-02-03T16:00Z 92.3K followers, [----] engagements


"TTG Watchlist 🔥"  
[X Link](https://x.com/cfromhertz/status/2018717279999963381)  2026-02-03T16:04Z 92.3K followers, [----] engagements


"$XLP Cons Staples break out of a +1yr range best names this year $BG $CL $CHD $STZ $CLX $ADM $SYY $EL $TGT $COST"  
[X Link](https://x.com/cfromhertz/status/2018722785246269822)  2026-02-03T16:26Z 92.3K followers, [----] engagements


"$NVO *NOVO NORDISK ADRS HALTED FOR NEWS PENDING"  
[X Link](https://x.com/cfromhertz/status/2018725331356500149)  2026-02-03T16:36Z 92.3K followers, [----] engagements


"$IWM what a rejection. such a fast market w/ no liquidity $IWM small caps super strong to start short-term levels of interest https://t.co/FJ6Nfgp310 $IWM small caps super strong to start short-term levels of interest https://t.co/FJ6Nfgp310"  
[X Link](https://x.com/cfromhertz/status/2018727058830921939)  2026-02-03T16:43Z 92.2K followers, [----] engagements


"It's February and the Groundhog saw his shadow. and also saw Value outperforming Growth again in February $VTV vs $VUG"  
[X Link](https://x.com/cfromhertz/status/2018734010869141777)  2026-02-03T17:11Z 92.3K followers, [----] engagements


"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Watching to see if the bottom of the range $SPY $QQQ gets bought again or fails / Value $VTV $VUG https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-ea5r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-ea5r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/cfromhertz/status/2018748900585226570)  2026-02-03T18:10Z 92.3K followers, [----] engagements


"$VIX [--] now we got a party"  
[X Link](https://x.com/cfromhertz/status/2018763865048166820)  2026-02-03T19:09Z 92.3K followers, [----] engagements


"$WMT not saying it plays out exactly like last year but just b/c Value stocks are acting well right now. when there is real volatility they usually all get hit the point is do not get complacent in any stock"  
[X Link](https://x.com/cfromhertz/status/2018770722353713611)  2026-02-03T19:37Z 92.3K followers, [----] engagements


"$DIA / $QQQ"  
[X Link](https://x.com/cfromhertz/status/2018784760899031327)  2026-02-03T20:32Z 92.3K followers, [----] engagements


"$IWM green to red to green"  
[X Link](https://x.com/cfromhertz/status/2018790564762976416)  2026-02-03T20:55Z 92.3K followers, [----] engagements


"$LITE Lumentum 2Q Adjusted EPS Beats Estimates (Bloomberg) -- Lumentum reported adjusted earnings per share for the second quarter that beat the average analyst estimate.SECOND QUARTER RESULTSAdjusted EPS $1.67 vs. 42c y/y estimate $1.41 (Bloomberg Consensus) Net revenue $665.5 million +65% y/y estimate $652.5 million https://twitter.com/i/web/status/2018792865585938737 https://twitter.com/i/web/status/2018792865585938737"  
[X Link](https://x.com/cfromhertz/status/2018792865585938737)  2026-02-03T21:05Z 92.3K followers, [----] engagements


"$CMG no burritos for you just VPOCs"  
[X Link](https://x.com/cfromhertz/status/2018794952835412347)  2026-02-03T21:13Z 92.3K followers, [----] engagements


"$SMH don't really like how this looks (in short-term) remember $IWM had a candle like this a couple weeks back plus #bearigh engulfing today"  
[X Link](https://x.com/cfromhertz/status/2018797968246374497)  2026-02-03T21:25Z 92.3K followers, [----] engagements


"CF's Stock Market Recap 🔹Once again some big winners and losers in the market let's break it down 🔹Feb's are not easy what to watch 🔹 Are you buying support or trying for breakouts It's a huge difference. https://x.com/i/broadcasts/1LyxBXglOOYGN https://x.com/i/broadcasts/1LyxBXglOOYGN"  
[X Link](https://x.com/cfromhertz/status/2018809909958291512)  2026-02-03T22:12Z 92.3K followers, [----] engagements


"Equal Weighted US Sectors via @finviz_com Observations [--]. $RSPC Communications - break lower [--]. $RSPS Staples - momentum break higher [--]. $RSPH Energy - strong move + [--]. $RSPN Indus & $RSPM Materials both strong + [--]. $RSPU Utilities on watch for break + [--]. $RSPF Fins $RSPH HC stall & break - [--]. $RSPT Tech - Sideways https://twitter.com/i/web/status/2018819415752528349 https://twitter.com/i/web/status/2018819415752528349"  
[X Link](https://x.com/cfromhertz/status/2018819415752528349)  2026-02-03T22:50Z 92.3K followers, [----] engagements


"$NXT pulling back to prev high"  
[X Link](https://x.com/cfromhertz/status/2018824206205718892)  2026-02-03T23:09Z 92.3K followers, [----] engagements


"$CVX back to highs after yday's inside day $CVX has broken out of a 4yr range note $CVX is 18% of the $XLE ETF $XOM is 24% https://t.co/aKOnZAUoJI $CVX has broken out of a 4yr range note $CVX is 18% of the $XLE ETF $XOM is 24% https://t.co/aKOnZAUoJI"  
[X Link](https://x.com/cfromhertz/status/2018861505337569427)  2026-02-04T01:37Z 92.3K followers, [----] engagements


"$ITA let's see if Aero & Defense can make the turn + here"  
[X Link](https://x.com/cfromhertz/status/2018861790499909976)  2026-02-04T01:38Z 92.3K followers, [----] engagements


"$GC_F Gold a very nice bounce this week now watch top of Feb Value Area (resistance) [------] ( $GLD $470) I trimmed more of my GLD bounce trade: EXIT (tgt) $GLD $464.2 / paid $428.5"  
[X Link](https://x.com/cfromhertz/status/2019040532287434818)  2026-02-04T13:29Z 92.2K followers, [----] engagements


"$XLB Materials note heavy $DOW calls on open"  
[X Link](https://x.com/cfromhertz/status/2019058560030675230)  2026-02-04T14:40Z 92.3K followers, [----] engagements


"$CAT $DE this is a market for 🦌's & 🐈's"  
[X Link](https://x.com/cfromhertz/status/2019059287738167683)  2026-02-04T14:43Z 92.3K followers, 19.4K engagements


"Once again breadth is quite normal +51% NYSE UpVolume Solar $TAN Builders $ITB Materials $XLP Banks $KBE Energy $XLE leads"  
[X Link](https://x.com/cfromhertz/status/2019066071974609005)  2026-02-04T15:10Z 92.3K followers, [----] engagements


"Note the $VIX [----] does not capture single stock volatility which seems extreme right now"  
[X Link](https://x.com/cfromhertz/status/2019075143880827349)  2026-02-04T15:46Z 92.3K followers, [----] engagements


"$IGV is outperforming $SMH today"  
[X Link](https://x.com/cfromhertz/status/2019123516197761396)  2026-02-04T18:58Z 92.3K followers, [----] engagements


"$ARM is down a leg"  
[X Link](https://x.com/cfromhertz/status/2019155526995833210)  2026-02-04T21:06Z 92.3K followers, [----] engagements


"$CIEN *CIENA SET TO JOIN S&P 500"  
[X Link](https://x.com/cfromhertz/status/2019175046577578071)  2026-02-04T22:23Z 92.3K followers, [----] engagements


"$FORM great form $FORM nice jump above 5d and 20d MA https://t.co/ijLWoDdHIi $FORM nice jump above 5d and 20d MA https://t.co/ijLWoDdHIi"  
[X Link](https://x.com/cfromhertz/status/2019422778911519160)  2026-02-05T14:48Z 92.3K followers, [----] engagements


"$MCK safe to say out of congestion $MCK reports Wed price coming out of congestion https://t.co/DJl31oC289 $MCK reports Wed price coming out of congestion https://t.co/DJl31oC289"  
[X Link](https://x.com/cfromhertz/status/2019428531533672847)  2026-02-05T15:10Z 92.3K followers, [----] engagements


"$VIX [--] let's see if we get the hockey stick pattern today "  
[X Link](https://x.com/cfromhertz/status/2019434642626302098)  2026-02-05T15:35Z 92.3K followers, [----] engagements


"From yday's TTG Midday note #tradeidea note $SPLV +0.5% / $SPHB -2.9% today https://ttgtrading.substack.com https://ttgtrading.substack.com"  
[X Link](https://x.com/cfromhertz/status/2019435349123137740)  2026-02-05T15:38Z 92.3K followers, [----] engagements


"$DOCN the definition of #RelativeStrength in the Software space"  
[X Link](https://x.com/cfromhertz/status/2019436948662956358)  2026-02-05T15:44Z 92.3K followers, 12.2K engagements


"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Weakest Breadth day of [--] / Bright spot is $SMH Semis trying to hold in there https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-45ar=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-45ar=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/cfromhertz/status/2019473843430027449)  2026-02-05T18:10Z 92.3K followers, [----] engagements


"NYSE +27% UpVolume the worst of '26 cc @WalterDeemer"  
[X Link](https://x.com/cfromhertz/status/2019477130736701654)  2026-02-05T18:24Z 92.3K followers, [----] engagements


"Checking in on $IGV and $BTC_F still down & to the right"  
[X Link](https://x.com/cfromhertz/status/2019485276922380682)  2026-02-05T18:56Z 92.3K followers, [----] engagements


"NYSE +25% UpVolume NYSE +27% UpVolume the worst of '26 cc @WalterDeemer https://t.co/3LS22yjvN4 NYSE +27% UpVolume the worst of '26 cc @WalterDeemer https://t.co/3LS22yjvN4"  
[X Link](https://x.com/cfromhertz/status/2019508701326110921)  2026-02-05T20:29Z 92.3K followers, [----] engagements


"*ISHARES SOFTWARE ETF FALLS 5% DOWN FOR 8TH STRAIGHT DAY $IGV crazy eight's"  
[X Link](https://x.com/cfromhertz/status/2019516998825451572)  2026-02-05T21:02Z 92.3K followers, [----] engagements


"$AMZN *AMAZON SEES 1Q NET SALES $173.5B TO $178.5B EST. $175.54B"  
[X Link](https://x.com/cfromhertz/status/2019517155981615456)  2026-02-05T21:03Z 92.3K followers, [----] engagements


"$BE Bloom Energy [----] Revenue Forecast Beats Estimates"  
[X Link](https://x.com/cfromhertz/status/2019522122360484070)  2026-02-05T21:22Z 92.3K followers, [----] engagements


"i think this explains a lot of what is going on 🔹the most leverage EVER by individual investors 🔹the lowest cash balances by funds ON RECORD Everyone seems to be "All IN" 🔹 Retail Investors have the largest margin balances. on record (11/30/25) 🔹 The latest Bofa Fund Manager Survey indicates cash balances are at a record low of 3.2% (1/20) For me this is the most troublesome data for Equity Bulls https://t.co/ErEHbuyB41 Everyone seems to be "All IN" 🔹 Retail Investors have the largest margin balances. on record (11/30/25) 🔹 The latest Bofa Fund Manager Survey indicates cash balances are"  
[X Link](https://x.com/cfromhertz/status/2019523478823575900)  2026-02-05T21:28Z 92.2K followers, 15.6K engagements


"As you expect on a day when treasuries really rallied $IEI +0.4% $TLT +1.1%. HY Credit Spreads widened a bit today $IEI / $HYG nothing to worry about currently but something to start to keep an eye on"  
[X Link](https://x.com/cfromhertz/status/2019527427177754919)  2026-02-05T21:43Z 92.3K followers, [----] engagements


"To state the obvious.why are folks STILL using leverage on this stuff CRYPTO CAPITULATES TO $60K FROM WORST SINGLE DAY LIQUIDATION EVER https://t.co/Ep908Rw8J8 CRYPTO CAPITULATES TO $60K FROM WORST SINGLE DAY LIQUIDATION EVER https://t.co/Ep908Rw8J8"  
[X Link](https://x.com/cfromhertz/status/2019582878989054038)  2026-02-06T01:24Z 92.2K followers, 13.8K engagements


"$FORM had great earnings & I started a position today"  
[X Link](https://x.com/cfromhertz/status/2019593151812628724)  2026-02-06T02:05Z 92.3K followers, [----] engagements


"Are you focusing on stuff that's going down or what's holding its own & exhibiting relative strength in a tough market"  
[X Link](https://x.com/cfromhertz/status/2019593468629381508)  2026-02-06T02:06Z 92.3K followers, [----] engagements


"$TPR made a new high today on strong earnings / i guess handbags and murse's are still in"  
[X Link](https://x.com/cfromhertz/status/2019594341535412329)  2026-02-06T02:09Z 92.3K followers, [----] engagements


"$LITE was up 8% today making a new ATH and you were focused on fake coins"  
[X Link](https://x.com/cfromhertz/status/2019595772204081633)  2026-02-06T02:15Z 92.3K followers, [----] engagements


"AI Infrastructure Stocks Rally After Amazons $200 Billion Capex (Bloomberg) -- Makers of gear used in artificial intelligence computing are rallying in premarket trading after Amazons massive $200 billion forecast for [----] capex far exceeded the average analyst estimate. 🔹Among semiconductor stocks moving: Nvidia +3% AMD +4.1% Broadcom +3.1% Marvell +4.4%Watch memory and storage stocks including Sandisk +7.2% Western Digital +5.11% Seagate +4% and Micron +4.3% 🔹Cloud-services provider CoreWeave rallies 5% while Oracle +1.9%Chip equipment makers Applied Materials rises 1.9% Lam Research"  
[X Link](https://x.com/cfromhertz/status/2019756292106080390)  2026-02-06T12:53Z 92.3K followers, [----] engagements


"Momentum Trade Suffers Historic Drawdown Amid Rotation to Value (Bloomberg) 🔹The momentum trade suffered the second-steepest drop since the aftermath of the [----] pandemic with the decline captured in a Goldman Sachs Group Inc. high-beta momentum basket. 🔹The momentum meltdown was part of a broader market rout that has left main US equity averages lower for the year with the proximate cause being tumult in the software sector. 🔹There were winners amid the selling with sustained gains in clothing retailers travel companies and makers of household goods and downtrodden stocks that profile as"  
[X Link](https://x.com/cfromhertz/status/2019758422690775404)  2026-02-06T13:01Z 92.3K followers, [----] engagements


"$STUB $LYV California Introduces Bill to Cap Resale Ticket Prices https://t.co/BX2Z4uQzk3 California Introduces Bill to Cap Resale Ticket Prices https://t.co/BX2Z4uQzk3"  
[X Link](https://x.com/cfromhertz/status/2019765653201178792)  2026-02-06T13:30Z 92.3K followers, [----] engagements


"@livetradepro @BlueMoonTrades @blondebroker1 @ripster47 @ProblemSniper @Mr_Derivatives @SethCL @JonahLupton @eWhispers @bigbullcap @SunriseTrader @canuck2usa @OMillionaires @TrendSpider @bluechipdaily @WalterDeemer @saxena_puru @AnthonyCrudele @Banana3Stocks @KobeissiLetter Thanks Scott Likewise #ff @livetradepro Have a great weekend all 🏈"  
[X Link](https://x.com/cfromhertz/status/2019775431126204831)  2026-02-06T14:09Z 92.3K followers, [---] engagements


"Breadth +82% NYSE UpVolume to start 🔥"  
[X Link](https://x.com/cfromhertz/status/2019783172100169933)  2026-02-06T14:40Z 92.3K followers, [----] engagements


"$FORM good form on this one $FORM had great earnings & I started a position today https://t.co/D2gEhblid3 $FORM had great earnings & I started a position today https://t.co/D2gEhblid3"  
[X Link](https://x.com/cfromhertz/status/2019785209638531382)  2026-02-06T14:48Z 92.3K followers, [----] engagements


"$HSY + $HRL $HSY Spam or Chocolate which one you got for this market note $HRL saw 5k of the Mar 25s calls trade yday https://t.co/XXIYSbYNeX $HRL $HSY Spam or Chocolate which one you got for this market note $HRL saw 5k of the Mar 25s calls trade yday https://t.co/XXIYSbYNeX"  
[X Link](https://x.com/cfromhertz/status/2019785792051204385)  2026-02-06T14:50Z 92.3K followers, [----] engagements


"$DOW saw a large amount of calls two days ago when stock was ripping better entry today imo after stock was -5% yday"  
[X Link](https://x.com/cfromhertz/status/2019788125380198537)  2026-02-06T14:59Z 92.3K followers, [----] engagements


"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Big snapback rally today after a little fear crept into market lets review https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-9f8r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-9f8r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/cfromhertz/status/2019834849129861241)  2026-02-06T18:05Z 92.3K followers, [----] engagements


"$DOCN $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq"  
[X Link](https://x.com/cfromhertz/status/2019853467574247682)  2026-02-06T19:19Z 92.3K followers, [----] engagements


"🚨*DOW JONES INDUSTRIAL AVERAGE CROSSES [-----] FOR FIRST TIME 🚨 $DIA $DIA #DJIA on breakout watch (I have a position) https://t.co/BiwIClWK4n $DIA #DJIA on breakout watch (I have a position) https://t.co/BiwIClWK4n"  
[X Link](https://x.com/cfromhertz/status/2019854898045808671)  2026-02-06T19:25Z 92.3K followers, [----] engagements


"Here are your US Index leaders all closing at an ATH $RSP Equally Weighted SPX $DIA DJIA $MDY Mid Caps $IJR Small Caps"  
[X Link](https://x.com/cfromhertz/status/2019881884940107978)  2026-02-06T21:12Z 92.3K followers, [----] engagements


"My chart of the week: The Great Rotation out of Mag [--] $RSP / $NYFANG https://t.co/olOXOtV6Ll The Great Rotation out of Mag [--] $RSP / $NYFANG https://t.co/olOXOtV6Ll"  
[X Link](https://x.com/cfromhertz/status/2020134288910434770)  2026-02-07T13:55Z 92.3K followers, [----] engagements


"Thank you Shari Have a great weekend If you're not listening to Christian's stock market recaps you're missing out. Thanks CF for sharing with us. There are still a lot of stocks working in this market. 👍👇 If you're not listening to Christian's stock market recaps you're missing out. Thanks CF for sharing with us. There are still a lot of stocks working in this market. 👍👇"  
[X Link](https://x.com/cfromhertz/status/2020137446906700185)  2026-02-07T14:07Z 92.3K followers, [----] engagements


"Where are the new $SPX 52wk highs coming from Mostly Industrials Financials and then a bunch of other areas If you are a Market #Bull do you want to see more 52wk highs or less right now you got a lot of them. https://t.co/jtComA9uVK If you are a Market #Bull do you want to see more 52wk highs or less right now you got a lot of them. https://t.co/jtComA9uVK"  
[X Link](https://x.com/cfromhertz/status/2020165118357647554)  2026-02-07T15:57Z 92.3K followers, [----] engagements


"note inflows can be misconstrued often inflows are used to create to lend - so that shorts have enough supply (you need to get a locate when shorting) if there are no shares available to short dealers will create more shares which can be seen as an inflow Investors are rushing into US software stocks: The Tech-Software ETF $IGV posted a combined +$1.5 billion 2-day inflow on Wednesday and Thursday the 2nd-highest on record. This is second only to the +$1.7 billion seen in [----]. As a result $IGV trading volume spiked to a https://t.co/2WbcYhMn8I Investors are rushing into US software stocks:"  
[X Link](https://x.com/cfromhertz/status/2020201436261544026)  2026-02-07T18:22Z 92.3K followers, [----] engagements


"@ARKInvest $COIN another example of cutting position at 200d MA avoid all the mess below . notice they are now selling some of position now"  
[X Link](https://x.com/cfromhertz/status/2020218384659394859)  2026-02-07T19:29Z 92.3K followers, [---] engagements


"these are just a few examples of why the funds always underperforms. reminder indices (i.e. $SPX $NDX )rebalance qly and they typical take out undeforming companies and add stronger companies. imo if you are adding to the worst positions in your portfolio (positions breaking lower) you will also underperform https://twitter.com/i/web/status/2020219109338690022 https://twitter.com/i/web/status/2020219109338690022"  
[X Link](https://x.com/cfromhertz/status/2020219109338690022)  2026-02-07T19:32Z 92.3K followers, [----] engagements


"Momentum Crash Clears the Way for a Healthier Equity Market (Bloomberg) I agree"  
[X Link](https://x.com/cfromhertz/status/2020273191948607976)  2026-02-07T23:07Z 92.3K followers, 33.4K engagements


"This was the best half time show imo👇 What was your favorite https://youtu.be/-WYYlRArn3gsi=2C_Muag-vCSUuOP9 https://youtu.be/-WYYlRArn3gsi=2C_Muag-vCSUuOP9"  
[X Link](https://x.com/cfromhertz/status/2020705515224076367)  2026-02-09T03:45Z 92.3K followers, 11.6K engagements


"*TRANSOCEAN TO BUY VALARIS IN STOCK DEAL VALUED AT $5.8B $RIG $VAL"  
[X Link](https://x.com/cfromhertz/status/2020843105910427789)  2026-02-09T12:51Z 92.3K followers, 17.5K engagements


"$GOOGL *ALPHABET SEEKING TO RAISE ABOUT $15 BILLION FROM US BOND SALE"  
[X Link](https://x.com/cfromhertz/status/2020850240102752760)  2026-02-09T13:20Z 92.3K followers, [----] engagements


"$VUG +0.5 / $VTV -0.3% Growth running today"  
[X Link](https://x.com/cfromhertz/status/2020877872420802704)  2026-02-09T15:10Z 92.3K followers, [----] engagements


"good $FORM (i remain long)"  
[X Link](https://x.com/cfromhertz/status/2020884224052466137)  2026-02-09T15:35Z 92.3K followers, [----] engagements


"$VIAV TTG Focus w/e watchlist name breaking to new highs out of bull flaggish pattern #optical"  
[X Link](https://x.com/cfromhertz/status/2020885164528672900)  2026-02-09T15:39Z 92.3K followers, [----] engagements


"$LPTH another optical related co making a nice turn today + note LightPath Tech reports on Wed h/t @sp3cul8r"  
[X Link](https://x.com/cfromhertz/status/2020889771111747826)  2026-02-09T15:57Z 92.3K followers, [----] engagements


"$DOCN hit the VPOC target ✅ $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq"  
[X Link](https://x.com/cfromhertz/status/2020895696048545881)  2026-02-09T16:20Z 92.3K followers, [----] engagements


"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Growth running with the ball today 🏈 https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-13dr=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-13dr=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/cfromhertz/status/2020919227046085101)  2026-02-09T17:54Z 92.3K followers, [----] engagements


"$XTL Telecom / Comm. ETF this was added to the TTG Global Trend Portfolio on Feb 2nd largest weights $LITE $VIAV $ASTS $AAOI $CIEN"  
[X Link](https://x.com/cfromhertz/status/2020929266586894450)  2026-02-09T18:34Z 92.3K followers, [----] engagements


"$SNDK - really like the consolidation. the more it goes sideways (short-term) it shakes all the hot $ out of it just an observation"  
[X Link](https://x.com/cfromhertz/status/2020932306912018605)  2026-02-09T18:46Z 92.3K followers, 11.6K engagements


"$CRDO *CREDO TECHNOLOGY PRELIM 3Q REV. $404M TO $408M EST. $341.2M"  
[X Link](https://x.com/cfromhertz/status/2020967823363932272)  2026-02-09T21:07Z 92.3K followers, 11.8K engagements


"CF's Stock Market Recap -Growth $VUG Outperforms today $VTV - Optical names super strong $LITE $GLW $CIEN $VIAV - Metals rally $XME $GLD $SLV https://x.com/i/broadcasts/1lPKqvMYXgnGb https://x.com/i/broadcasts/1lPKqvMYXgnGb"  
[X Link](https://x.com/cfromhertz/status/2020981407871304030)  2026-02-09T22:01Z 92.3K followers, [----] engagements


"$TSM TSMC Revenue Jumps 37% in January as AI Spending Marches On"  
[X Link](https://x.com/cfromhertz/status/2021188980037787687)  2026-02-10T11:46Z 92.3K followers, [----] engagements


"$RACE Ferrari Shares Jump the Most in Six Years as [----] Guidance Beats (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/2021202013112193376)  2026-02-10T12:38Z 92.3K followers, [----] engagements


"US Jan. Small Business Optimism Falls to 99.3; Est. [----] By Chris Middleton (Bloomberg) -- Forecast range [--] - [-----] from [--] economists 🔹Net percentage of firms expecting a better economy falls to 21% 🔹Net percentage of firms reporting higher selling prices falls to 26% 🔹15% of employers think it is a good time to expand 🔹959 employers surveyed for the NFIB report"  
[X Link](https://x.com/cfromhertz/status/2021212273558126735)  2026-02-10T13:18Z 92.3K followers, [----] engagements


"$EWY bull flag developing for the South Korean ETF"  
[X Link](https://x.com/cfromhertz/status/2021214062084792499)  2026-02-10T13:25Z 92.3K followers, [----] engagements


"$EFA Intl Developed Mkts (Europe & Japan) new highs"  
[X Link](https://x.com/cfromhertz/status/2021214488842625240)  2026-02-10T13:27Z 92.3K followers, [----] engagements


"*US DEC. RETAIL SALES UNCHANGED M/M; EST. +0.4% *US 4Q EMPLOYMENT COST INDEX RISES 0.7% Q/Q; EST. +0.8%"  
[X Link](https://x.com/cfromhertz/status/2021215337799180732)  2026-02-10T13:31Z 92.3K followers, [----] engagements


"$GC_F Gold watching [------] in Gold futures (or $GLD $470) for resuming the breakout"  
[X Link](https://x.com/cfromhertz/status/2021219150018884057)  2026-02-10T13:46Z 92.3K followers, [----] engagements


"$DUK *DUKE SIGNS DATA CENTER POWER AGREEMENTS WITH MICROSOFT $MSFT COMPASS"  
[X Link](https://x.com/cfromhertz/status/2021219604685640127)  2026-02-10T13:48Z 92.3K followers, [----] engagements


"$CSCO Cisco unveils new AI networking chip taking on Broadcomand Nvidia https://t.co/E4iTUJpKIG https://t.co/E4iTUJpKIG Cisco unveils new AI networking chip taking on Broadcomand Nvidia https://t.co/E4iTUJpKIG https://t.co/E4iTUJpKIG"  
[X Link](https://x.com/cfromhertz/status/2021220613528887515)  2026-02-10T13:52Z 92.3K followers, [----] engagements


"$DD DuPont Shares Gain After Strong Quarterly Results (Bloomberg) -- DuPont de Nemours shares rise 2.5% in premarket trading after the chemicals company reported fourth-quarter adjusted earnings per share that beat the average analyst estimate as healthcare and water technologies segment sales grew. https://twitter.com/i/web/status/2021223273854374269 https://twitter.com/i/web/status/2021223273854374269"  
[X Link](https://x.com/cfromhertz/status/2021223273854374269)  2026-02-10T14:02Z 92.3K followers, [----] engagements


"Remember Microsoft Meta Alphabet and Amazon are expected to spend more than $600 billion this year on capital expenditures I want to own things they are deploying this $ into vs owning the ones bloating their balance sheet we are doing this in the TTG Global Trend Portfolio The Great Rotation out of Mag [--] $RSP / $NYFANG https://t.co/olOXOtV6Ll The Great Rotation out of Mag [--] $RSP / $NYFANG https://t.co/olOXOtV6Ll"  
[X Link](https://x.com/cfromhertz/status/2021226899603702063)  2026-02-10T14:17Z 92.3K followers, [----] engagements


"$XHB Homebuilding breaking higher as rates - ( $TLT +0.9%)"  
[X Link](https://x.com/cfromhertz/status/2021233434392216006)  2026-02-10T14:42Z 92.3K followers, [----] engagements


"$DIA #DJIA new highs breaking + $DIA #DJIA on breakout watch (I have a position) https://t.co/BiwIClWK4n $DIA #DJIA on breakout watch (I have a position) https://t.co/BiwIClWK4n"  
[X Link](https://x.com/cfromhertz/status/2021235059584324026)  2026-02-10T14:49Z 92.3K followers, [----] engagements


"$BA *BOEING DELIVERED [--] JETS IN JANUARY MOST FOR MONTH SINCE [----] *BOEING'S [--] JET DELIVERIES FOR MONTH OUTPACE AIRBUS' 19"  
[X Link](https://x.com/cfromhertz/status/2021253088858833304)  2026-02-10T16:01Z 92.3K followers, [----] engagements


"$ECL $DD more Chemical / Materials breaking out on better than expected earnings"  
[X Link](https://x.com/cfromhertz/status/2021269564248498546)  2026-02-10T17:06Z 92.3K followers, [----] engagements


"$SPY 👀 more in my midday note https://ttgtrading.substack.com https://ttgtrading.substack.com"  
[X Link](https://x.com/cfromhertz/status/2021276815264763943)  2026-02-10T17:35Z 92.3K followers, 10.7K engagements


"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio TTG Global Trend Portfolio continues to outperform (by being in other areas outside of MegaCap Tech) see what's inside: https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-57br=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-57br=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/cfromhertz/status/2021286916323209692)  2026-02-10T18:15Z 92.3K followers, [----] engagements


"$RIVN let's see if can clear back above its '26 Value Area $15.57 The wait is almost over. The first R2 variant featuring dual motors and all-wheel drive launches this spring. Well be sharing full detailspricing options and moreon March [--]. Thats just [--] weeks and [--] days from today. But whos counting *Prototype vehicles shown. Final https://t.co/YB59GLEXG8 The wait is almost over. The first R2 variant featuring dual motors and all-wheel drive launches this spring. Well be sharing full detailspricing options and moreon March [--]. Thats just [--] weeks and [--] days from today. But whos counting"  
[X Link](https://x.com/cfromhertz/status/2021316803297730738)  2026-02-10T20:14Z 92.3K followers, [----] engagements


"$LSCC Lattice Semi 1Q Revenue Forecast Beats Estimates"  
[X Link](https://x.com/cfromhertz/status/2021328657222943033)  2026-02-10T21:01Z 92.3K followers, [----] engagements


"$ALAB Astera Labs 4Q Revenue Beats Estimates *AMAZON SECURES NEW ASTERA LABS WARRANT TIED TO $6.5B PURCHASES"  
[X Link](https://x.com/cfromhertz/status/2021330185287553511)  2026-02-10T21:07Z 92.3K followers, [----] engagements


"$HOOD Revenue from crypto trading fell 38% $HOOD & $IBIT"  
[X Link](https://x.com/cfromhertz/status/2021333806150713796)  2026-02-10T21:21Z 92.3K followers, 21.8K engagements


"$NET Cloudflare 1Q Revenue Forecast Beats Estimates (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/2021334209881854267)  2026-02-10T21:23Z 92.3K followers, [----] engagements


"The correlation between $HOOD & $IBIT $BTC_F $HOOD Revenue from crypto trading fell 38% $HOOD & $IBIT https://t.co/2Xukd4YNDv $HOOD Revenue from crypto trading fell 38% $HOOD & $IBIT https://t.co/2Xukd4YNDv"  
[X Link](https://x.com/cfromhertz/status/2021395495013531799)  2026-02-11T01:26Z 92.3K followers, [----] engagements


"$EWW Mexico Now +16% ytd"  
[X Link](https://x.com/cfromhertz/status/2021397862815527057)  2026-02-11T01:36Z 92.3K followers, [----] engagements


"cc @sp3cul8r $BE CEO: AI-driven electricity demand is overwhelming traditional grid infrastructure "The upcoming AI computer racks will consume almost 100x more power than traditional CPU compute racks of yesteryears" https://t.co/fxg5NqPz7p $BE CEO: AI-driven electricity demand is overwhelming traditional grid infrastructure "The upcoming AI computer racks will consume almost 100x more power than traditional CPU compute racks of yesteryears" https://t.co/fxg5NqPz7p"  
[X Link](https://x.com/cfromhertz/status/2021398839031370141)  2026-02-11T01:40Z 92.3K followers, [----] engagements


"I look to capitalize on trends & relative strength & try to point members that way. I have two accounts I trade w/ my trading account which is entered in the USIC & the TTG Global Trend Portfolio . We try to cover all corners of the market w/ an option flow specialist & a fundamental idea trader @cfromhertz can you tell me about what your service is thank you @cfromhertz can you tell me about what your service is thank you"  
[X Link](https://x.com/cfromhertz/status/2021401114948567277)  2026-02-11T01:49Z 92.3K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@cfromhertz Avatar @cfromhertz Christian Fromhertz 🇺🇸

The market is seeing a rotation out of high-growth tech stocks and into other areas, with some profit-taking in names like $BE, $ALAB, and $CRDO. Meanwhile, aerospace and defense stocks, such as $HWM, $KTOS, and $XAR, are continuing to impress with strong performances. Private equity companies like $KKR, $BX, $CG, and $APO are also on the move, with some seeing new highs and increased activity.

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CreatorRank Line Chart

Social Influence

Social category influence stocks 50.48% finance 27.8% cryptocurrencies #6344 technology brands 8.95% countries 3.51% exchanges 1.6% social networks 0.64% fashion brands 0.32% products 0.32% financial services 0.32%

Social topic influence ai 5.43%, stocks #1682, $sndk #90, $igv #37, $smh #74, strong 3.51%, $lite #88, $qqq #53, bloomberg 2.88%, $ibit #13

Top accounts mentioned or mentioned by @sp3cul8r @william_r2rclub @marketwebs @walterdeemer @livetradepro @ericbalchunas @bluemoontrades @ewhispers @sunrisetrader @omillionaires @bluechipdaily @realsimpleariel @blondebroker1 @ripster47 @problemsniper @mrderivatives @sethcl @jonahlupton @bigbullcap @canuck2usa

Top assets mentioned Sandisk Corporation (SNDK) Spacemesh (SMH) Lumentum Holdings Inc. Common Stock (LITE) iShares BTC Trust (IBIT) SPDR GOLD ETF (GLD) SPDR S&P [---] ETF Trust (SPY) DIA (DIA) Bloom Energy Corporation (BE) Teradyne, Inc. (TER) Ciena Corporation (CIEN) Coherent Inc (COHR) ARK Innovation ETF (ARKK) Italian National Football Team Fan Token (ITA) Viavi Solutions Inc. Common Stock (VIAV) Four (FORM) Micron Technology, Inc. (MU) GlobalFoundries (GFS) Aipocalypto (AIPO) Bitcoin (BTC) Walmart, Inc. (WMT) Karman Holdings Inc (KRMN) Credo Technology Group Holding Ltd (CRDO) Vixco (VIX) SPX6900 (SPX) NVIDIA Corp. (NVDA) Howmet Aerospace Inc (HWM) Ondas Holdings Inc. Common Stock (ONDS) Eli Lilly and Company (LLY) Robinhood Markets, Inc. (HOOD) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Nextracker Inc. (NXT) Stacks (STX) Alphabet Inc Class A (GOOGL) Novo-Nordisk (NVO) McKesson Corporation (MCK) CatCoin (CAT) DigitalOcean Holdings, Inc. (DOCN) Applied Materials, Inc. (AMAT)

Top Social Posts

Top posts by engagements in the last [--] hours

"Excellent video @sp3cul8r A must watch if interested in $BE I am long Bloom Energy $BE and a Secret Catalyst -Why I believe its a great long term investment -Bloom's Moat -Products -Rarely Discussed Fuel Cell Tax Credit for [----] -Secret Catalyst -Recent Deals https://t.co/fVJJbeUlAJ Bloom Energy $BE and a Secret Catalyst -Why I believe its a great long term investment -Bloom's Moat -Products -Rarely Discussed Fuel Cell Tax Credit for [----] -Secret Catalyst -Recent Deals https://t.co/fVJJbeUlAJ"
X Link 2026-02-08T14:37Z 92.3K followers, [----] engagements

"$BTC_F & $IGV correlation continues"
X Link 2026-02-13T15:31Z 92.3K followers, [----] engagements

"$LITE implied move is 16%. going to be an important report for the Optical group note $COHR reports tomorrow post close"
X Link 2026-02-03T20:15Z 92.3K followers, [----] engagements

"$LITE +12% and nice sympathy move for $COHR +6% $LITE implied move is 16%. going to be an important report for the Optical group note $COHR reports tomorrow post close https://t.co/Cx1u4zGRI1 $LITE implied move is 16%. going to be an important report for the Optical group note $COHR reports tomorrow post close https://t.co/Cx1u4zGRI1"
X Link 2026-02-03T21:09Z 92.3K followers, [----] engagements

"This table sums up whether you are happy or not with equity investing in '26 $SPY $QQQ not so much $MDY $IWM very happy $DIA happy $ARKK not happy $FFTY very happy $VUG not happy $VTV very happy $IBIT not happy $GLD very happy $EEM $EFA $DVY very happy"
X Link 2026-02-13T20:02Z 92.3K followers, [----] engagements

"The most important line that no one is talking about The Yield on the 2yr US Bond why is this important if price breaks lower I would expect more rate cuts"
X Link 2026-02-13T13:40Z 92.3K followers, [----] engagements

"CF's Stock Market Recap What Are Bonds Telling Us https://youtube.com/live/0Uy-m-SjjbM https://youtube.com/live/0Uy-m-SjjbM"
X Link 2026-02-13T22:04Z 92.3K followers, [----] engagements

"$NTNX Nutanix and NVIDIA $NVDA Collaborate to Accelerate Enterprise AI Adoption (Bloomberg) Integration will bring together Nutanixs automated and secure enterprise AI platform with NVIDIA NIM inference microservices for accelerated inference of state-of-the-art AI models"
X Link 2024-05-21T12:14Z 92.3K followers, [----] engagements

"$GFS *GLOBALFOUNDRIES WEIGHS MERGER W/ UNITED MICROELECTRONICS:NIKKEI"
X Link 2025-03-31T14:39Z 92.3K followers, [----] engagements

"$MCD *MCDONALD'S SEES CONSUMER PRESSURES CONTINUING IN [----] that is reflecting in Cons Discretionary charts $RSPD 200d MA will be important to watch for this group"
X Link 2025-11-05T13:42Z 92.3K followers, [----] engagements

"China #Solar $DQ $JKS clouds starting to clear 🌞"
X Link 2025-11-10T02:15Z 92.3K followers, [----] engagements

"$BRKB $BRKA *BERKSHIRE HATHAWAY: BUFFETT SAYS IN LETTER HE'S 'GOING QUIET' *WARREN BUFFETT CONVERTED [----] A SHRS TO 2.7M B SHRS The Absolute🐐"
X Link 2025-11-10T17:32Z 92.3K followers, [----] engagements

"$ATI $CRS Specialty Metals / Steel"
X Link 2025-11-12T23:36Z 92.3K followers, [----] engagements

"$AIPO AI & Power Stocks ETF $DTCR Data Center & Infr. ETF break downs"
X Link 2025-11-13T15:58Z 92.3K followers, [----] engagements

"CF's Stock Market Recap - The Unwind of #AI and high growth stocks $FFTY $AIPO $DTCR - Index Levels I am watching https://x.com/i/broadcasts/1ynJOMjgopEKR https://x.com/i/broadcasts/1ynJOMjgopEKR"
X Link 2025-11-13T22:06Z 92.3K followers, [----] engagements

"November Performance $IBIT Bitcoin -15.7% $ARKK Ark Innovation -14.8% $FFTY IBD [--] -15.7% The higher the speculation the bigger the drawdown in Nov"
X Link 2025-11-17T18:54Z 92.3K followers, 31.9K engagements

"November Performance (updated) $IBIT $BTC_F Bitcoin -15.5% $ARKK Ark Innovation -15.8% $FFTY IBD [--] -16.9% November Performance $IBIT Bitcoin -15.7% $ARKK Ark Innovation -14.8% $FFTY IBD [--] -15.7% The higher the speculation the bigger the drawdown in Nov https://t.co/cg6XwhToJv November Performance $IBIT Bitcoin -15.7% $ARKK Ark Innovation -14.8% $FFTY IBD [--] -15.7% The higher the speculation the bigger the drawdown in Nov https://t.co/cg6XwhToJv"
X Link 2025-11-18T22:51Z 92.3K followers, 15.1K engagements

"$SNDK *SANDISK SNDK TO BE ADDED TO S&P 500"
X Link 2025-11-24T22:18Z 92.3K followers, [----] engagements

"$IHI Medical Devices the group has been dormant sideways for the better part of a year but now trying to resolve higher I added $IHI to the TTG Trend Portfolio yday"
X Link 2025-11-25T18:20Z 92.3K followers, [----] engagements

"$SIL $GDX $XRT $FCG best sectors / groups"
X Link 2025-12-05T15:54Z 92.3K followers, [----] engagements

"*SPX NEWS: $CRH CARVANA $CVNA & COMFORT SYSTEMS USA $FIX SET TO JOIN S&P"
X Link 2025-12-05T22:17Z 92.3K followers, 18.2K engagements

"$XRT Retail huge move off of tagging support at top of its yearly Value Area here are your leaders in the ETF $VSCO $REAL $KSS $M $EYE $ODP $DG $DLTR $DDS $AEO $ROST $FIVE $ULTA $PSMT $WMT $RVLV $GAP"
X Link 2025-12-06T16:21Z 92.3K followers, 36.5K engagements

"$VIK cruising to new highs"
X Link 2025-12-11T14:40Z 92.3K followers, [----] engagements

"$HWM *HOWMET AGREES TO BUY CAM FROM STANLEY BLACK& DECKER FOR $1.8B $SWK"
X Link 2025-12-22T13:47Z 92.3K followers, [----] engagements

"*US 3Q GDP RISES ANNUALIZED 4.3% Q/Q; EST. +3.3% *US 3Q PERSONAL CONSUMPTION RISES ANNUALIZED 3.5% Q/Q *US 3Q CORE PCE RISES ANNUALIZED 2.9% Q/Q; EST. +2.9% *US PRELIM OCT. DURABLE GOODS ORDERS FALL 2.2% M/M; EST. -1.5%"
X Link 2025-12-23T13:31Z 92.3K followers, [----] engagements

"$ONDS Ondas secures $10M in new autonomous system orders"
X Link 2025-12-31T13:58Z 92.2K followers, [----] engagements

"$JBL a break above the new '26 Value Area and new ATHs"
X Link 2026-01-03T14:33Z 92.3K followers, [----] engagements

"$EWJ Japan new highs"
X Link 2026-01-06T13:05Z 92.3K followers, [----] engagements

"$SNDK *SANDISK SHARES CLIMB 23% BIGGEST INTRADAY GAIN IN [--] MONTHS $SNDK monster move https://t.co/mcxsnVJZVW $SNDK monster move https://t.co/mcxsnVJZVW"
X Link 2026-01-06T15:09Z 92.2K followers, [----] engagements

"*ELI LILLY NEARS OVER $1B DEAL FOR VENTYX BIOSCIENCES: WSJ $VTYX $LLY"
X Link 2026-01-06T20:42Z 92.3K followers, 11K engagements

"*TRUMP: WON'T PERMIT DIVIDENDS STOCK BUYBACKS FOR DEFENSE COS *TRUMP: NO LONGER TOLERATING DEFENSE CONTRACTOR DIVIDENDS $ITA $LMT $GD $RTX $NOC"
X Link 2026-01-07T19:10Z 92.3K followers, 139K engagements

"$BE *BLOOM ENERGY SHARES UP 7% AFTER AEP FUEL-CELLS PURCHASE PACT"
X Link 2026-01-08T13:35Z 92.3K followers, [----] engagements

"$ITA Incredible moves this week for Aerospace & Defense Group $ITA Aerospace & Defense made a new ATH to start the year this was one of my favorite groups in '25 and still is https://t.co/TOgu3ql29S $ITA Aerospace & Defense made a new ATH to start the year this was one of my favorite groups in '25 and still is https://t.co/TOgu3ql29S"
X Link 2026-01-10T17:39Z 92.3K followers, 18.7K engagements

"$ITA best names ytd $AVAV +51% $KTOS +50% $RCAT +48% $KRMN +45% $MRCY +28% $ATRO +22% $RKLB +22% $DRS +20% $ITA Incredible moves this week for Aerospace & Defense Group https://t.co/IJSkGe6s77 $ITA Incredible moves this week for Aerospace & Defense Group https://t.co/IJSkGe6s77"
X Link 2026-01-10T18:52Z 92.3K followers, 13K engagements

"$SKYT SkyWater Technology Inc. +63% ytd this is your highest performing Semiconductor related co so far in '26"
X Link 2026-01-11T16:52Z 92.3K followers, [----] engagements

"$IBIT #Bitcoin 👀 very interesting level here. notice how top of Jan Value Area lines up w/ bottom of '26 Value Area . major level off interest here $51.95 using @MarketWebs #VolumeAtPrice also 50d MA now in picture too"
X Link 2026-01-12T16:35Z 92.3K followers, [----] engagements

"In today's recap I reviewed new trade in $IBIT #Bitcoin and what I like about it 👇 CF's Stock Market Recap While the Indices $SPY $QQQ chopped around today let's review stocks / cryptos $IBIT $ETHA $HOOD $NBIS $IREN $ALAB $CRDO $GFS $CLS $KWEB $TSEM https://t.co/5g9OqKBeYB CF's Stock Market Recap While the Indices $SPY $QQQ chopped around today let's review stocks / cryptos $IBIT $ETHA $HOOD $NBIS $IREN $ALAB $CRDO $GFS $CLS $KWEB $TSEM https://t.co/5g9OqKBeYB"
X Link 2026-01-14T01:30Z 92.3K followers, [----] engagements

"*COTERRA SAID TO MULL DEVON ENERGY COMBINATION IN OIL MEGADEAL $CTRA $DVN"
X Link 2026-01-15T17:36Z 92.3K followers, 53.2K engagements

"$UFO Space ETF taking off"
X Link 2026-01-16T14:48Z 92.3K followers, [----] engagements

"$UFO movers $UFO Space ETF taking off. https://t.co/L5ctOFPph8 $UFO Space ETF taking off. https://t.co/L5ctOFPph8"
X Link 2026-01-16T14:50Z 92.2K followers, [----] engagements

"we learned a tremendous amount on Jan 2nd . were you paying attention Jan2nd performance: 🔹FANG / Mag [--] looked heavy (see below) 🔹 $SMH was +3.7% / $IGV -2.9% 🔹 $ITA Aero & Defense was +3.4% 🔹 $QQQJ was +1.8% 🔹 $EWY was +5.1% ALL of these showed continuation in each of their respective trends $NYFANG $AMZN $MSFT $META $NFLX etc looks heavy and some rotation out of crowded long seems logical https://t.co/LYicW1HFwM $NYFANG $AMZN $MSFT $META $NFLX etc looks heavy and some rotation out of crowded long seems logical https://t.co/LYicW1HFwM"
X Link 2026-01-19T02:19Z 92.3K followers, 18.5K engagements

"$ICLN Global Clean Energy ETF +7.7% ytd and a member of the TTG Global Trend Portfolio"
X Link 2026-01-19T14:58Z 92.3K followers, [----] engagements

"from the midday TTG Market Pulse note on Jan13th $GFS https://open.substack.com/pub/ttgtrading/p/the-ttg-market-pulse-new-global-trend-fadutm_campaign=post-expanded-share&utm_medium=web $GFS happy little candle TTG #bullish setup from last week https://t.co/mRncB4Ep3A https://open.substack.com/pub/ttgtrading/p/the-ttg-market-pulse-new-global-trend-fadutm_campaign=post-expanded-share&utm_medium=web $GFS happy little candle TTG #bullish setup from last week https://t.co/mRncB4Ep3A"
X Link 2026-01-20T16:36Z 92.3K followers, [----] engagements

"*TRUMP MOCKS FRENCH PRESIDENT MACRON FOR WEARING SUNGLASSES $WRBY"
X Link 2026-01-21T14:24Z 92.3K followers, [----] engagements

"$VRT watch that top of Jan Value Area for a break +"
X Link 2026-01-21T15:15Z 92.2K followers, [----] engagements

"$KRMN Karman Holdings PT Raised to $130 from $100 at Raymond James $KRMN Karman Holdings FY Outlook Above Consensus (Dow Jones) Jan. [--] (Financial News Systems) - Karman Holdings sees FY outlook for revenue of $700 - [---] million which beats FactSet consensus estimates of $578.7 million. -- Sees FY outlook for adj EBITDA of $205 - [---] million $KRMN Karman Holdings FY Outlook Above Consensus (Dow Jones) Jan. [--] (Financial News Systems) - Karman Holdings sees FY outlook for revenue of $700 - [---] million which beats FactSet consensus estimates of $578.7 million. -- Sees FY outlook for adj EBITDA"
X Link 2026-01-22T12:35Z 92.3K followers, [----] engagements

"$FTAI: FTAI Aviation announces multi-year agreement with CFM International (Bloomberg) FTAI Aviation announced it has signed a multi-year agreement with CFM International a joint venture between GE Aerospace and Safran Aircraft Engines to provide component and repair support for CFM56 engines. The new agreement solidifies CFM and FTAI's shared priority of extending the life of CFM56 engines through optimized repair and maintenance offerings which will further strengthen the open maintenance repair and overhaul ecosystem and help support the strong global demand for current generation"
X Link 2026-01-22T13:39Z 92.3K followers, [----] engagements

"$GILD no this is not an #AI stock this is a cheapy not popular Pharma name breaking out to new highs"
X Link 2026-01-22T15:32Z 92.2K followers, [----] engagements

"$FIGR trying to get a footing here and turn 👀"
X Link 2026-01-23T17:18Z 92.3K followers, [----] engagements

"IonQ $IONQ to Acquire SkyWater Technology $SKYT For $35/Share: M&A Snapshot (Bloomberg)"
X Link 2026-01-26T11:20Z 92.3K followers, [----] engagements

"Well I learned something today. $QQEW & $QQQE are not the same (and of course mgmt fee is different) $QQEW only has [--] companies in it and still calls itself First Trust Nasdaq-100 Select Equal Weight ETF hmm"
X Link 2026-01-27T03:38Z 92.3K followers, [----] engagements

"$QQQE does have [---] companies and unlike $QQEW is at ATHs another case of you must look at weightings vs just name of ETF cc @EricBalchunas Well I learned something today. $QQEW & $QQQE are not the same (and of course mgmt fee is different) $QQEW only has [--] companies in it and still calls itself First Trust Nasdaq-100 Select Equal Weight ETF hmm https://t.co/VlT6AJLHR1 Well I learned something today. $QQEW & $QQQE are not the same (and of course mgmt fee is different) $QQEW only has [--] companies in it and still calls itself First Trust Nasdaq-100 Select Equal Weight ETF hmm"
X Link 2026-01-27T03:43Z 92.3K followers, [----] engagements

"$RR *RICHTECH ROBOTICS SHARES JUMP 22% ON PACT WITH MICROSOFT $MSFT"
X Link 2026-01-27T13:04Z 92.3K followers, 12.8K engagements

"$GILD still going. $GILD no this is not an #AI stock this is a cheapy not popular Pharma name breaking out to new highs https://t.co/DOWsaPzCNV $GILD no this is not an #AI stock this is a cheapy not popular Pharma name breaking out to new highs https://t.co/DOWsaPzCNV"
X Link 2026-01-27T16:30Z 92.2K followers, [----] engagements

"$PFE believe it or not. is breaking out of a base"
X Link 2026-01-27T16:47Z 92.2K followers, [----] engagements

"$NXT Nextpower Boosts FY Adjusted EPS Forecast Beats Estimates"
X Link 2026-01-27T21:09Z 92.3K followers, [----] engagements

"$STX Seagate sees FY26 capital expenditures 4%-6% of revenue (via the fly) 🔹Says December quarter financial results exceeded both top- and bottom-line expectations and set new company records for exabyte shipments. Says developments align with long-term aerial density roadmap that extends to ten terabytes per disk which the company expects to deliver early in the next decade. https://twitter.com/i/web/status/2016276737936531867 https://twitter.com/i/web/status/2016276737936531867"
X Link 2026-01-27T22:26Z 92.2K followers, [----] engagements

"$RIVN Possible reversal watch 🔹downside VPOC takeout 🔹price down to bottom of yearly value area 🔹watch for a move to reclaim $1557 setup via @MarketWebs system"
X Link 2026-01-27T22:46Z 92.2K followers, [----] engagements

"$EXPE Nice spot how many folks from north east going to be booking trips after this cold weather / snow"
X Link 2026-01-28T01:28Z 92.3K followers, [----] engagements

"*LAS VEGAS STRIP DEC. GAMBLING REV. FELL 6.07% Y/Y TO $827.7M $MGM $LVS $WYNN $CZR"
X Link 2026-01-28T14:47Z 92.3K followers, [----] engagements

"$HG_F Copper welcome to the commodity breakout party"
X Link 2026-01-29T03:36Z 92.3K followers, [----] engagements

"remember that bounce in Software $IGV -5% today $SMH / $IGV"
X Link 2026-01-29T14:44Z 92.2K followers, [----] engagements

"Reminder $SNDK is not in any major ETFs (i.e. $QQQ $SMH $SOXX) cc @EricBalchunas for when it gets included in ETFs"
X Link 2026-01-29T21:16Z 92.3K followers, [----] engagements

"$AAPL *APPLE SAYS IPHONE HAD UNPRECEDENTED DEMAND' FOR IPHONE IN QTR"
X Link 2026-01-29T21:31Z 92.2K followers, [----] engagements

"CF's Stock Market Recap - $SMH vs $IGV ratio gets more stretched - reviewing $GLD $SLV $HG_F & more https://x.com/i/broadcasts/1djxXWNElrPJZ https://x.com/i/broadcasts/1djxXWNElrPJZ"
X Link 2026-01-29T22:01Z 92.3K followers, [----] engagements

"$SMH Semis vs $IGV Software"
X Link 2026-01-29T22:29Z 92.3K followers, [----] engagements

"$WMT nice turn +"
X Link 2026-01-31T18:17Z 92.3K followers, [----] engagements

"Another big week of earnings ahead and just like last week I expect there to be decent single stock volatility as I reviewed in last week's member videos #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX https://t.co/Wy9Kza8w01 #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG"
X Link 2026-02-01T21:53Z 92.3K followers, 49.7K engagements

"Stock Volatility Overshadowed By Commodities FX: Options Watch (Bloomberg) -- Equities have been far less volatile than almost everything else so far this year with bigger swings racing through the markets for precious metals currencies and commodities. In the first month of [----] despite all the jitters about an AI-stock bubble the real ups and downs were elsewhere. Gold surged to a record then on Friday tumbled the most since the 1980s. The US dollar veered into its deepest slide since Aprils tariff-induced market meltdown on speculation about an intervention to boost the yen while Donald"
X Link 2026-02-01T22:05Z 92.3K followers, [----] engagements

"$ORCL *ORACLE SAYS EXPECTS TO RAISE $45B TO $50B GROSS CASH IN 2026"
X Link 2026-02-01T23:09Z 92.3K followers, 14.1K engagements

"Gold $GLD Volatility - $GVX"
X Link 2026-02-01T23:25Z 92.3K followers, [----] engagements

"$ORCL Oracle to Raise Up to $50 Billion This Year for Cloud Investment (Bloomberg) -- Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in [----] to build additional capacity for its cloud infrastructure through a combination of debt and equity sales. Oracle is raising money in order to build additional capacity to meet the contracted demand from our largest Oracle Cloud Infrastructure customers including AMD Meta NVIDIA OpenAI TikTok xAI and others the company said in a statement. The company plans to raise half of the funds via equity-linked and common equity issuances"
X Link 2026-02-01T23:27Z 92.3K followers, [----] engagements

"$GC_F Gold futures trying to stabilize & bounce on the 1hr VPOC takeout cc $GLD"
X Link 2026-02-02T00:37Z 92.3K followers, [----] engagements

"$CVX has broken out of a 4yr range note $CVX is 18% of the $XLE ETF $XOM is 24%"
X Link 2026-02-02T01:16Z 92.3K followers, 15K engagements

"Rare Earths Stocks Rise as Trump to Launch Minerals Stockpile (Bloomberg) -- US rare-earths stocks are rising in premarket trading Monday as President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money to lower reliance on China. NOTE: Trump Launches $12 Billion Minerals Stockpile to Counter China Among gainers: $USAR USA Rare Earth +6.7% $UAMY United States Antimony +5.3% $CRML Critical Metals +8.4% $MO MP Materials +4.6% $METC Ramaco Resources +3.7% $NB NioCorp +4.6% $TMQ Trilogy Metals +0.8%"
X Link 2026-02-02T12:58Z 92.3K followers, [----] engagements

"$WMT nice follow thru to the breakout $WMT nice turn + https://t.co/2j1vJmKLN4 $WMT nice turn + https://t.co/2j1vJmKLN4"
X Link 2026-02-02T16:57Z 92.3K followers, [----] engagements

"$IYZ Telecom ETF ☎ Breaking out after strong earnings from $T $VZ note there is also some optical exposure in this ETF too $LITE $CIEN"
X Link 2026-02-02T19:02Z 92.3K followers, [----] engagements

"*US TREASURY SEES END-MARCH CASH BALANCE AT $850B *US TREASURY TRIMS 1Q BORROWING EST. TO $574B FROM $578B *US SEES 2Q NET BORROWING OF $109B END-JUNE CASH BALANCE $900"
X Link 2026-02-02T20:02Z 92.3K followers, [----] engagements

"Are the $HOOD'ers out of Margin buying power"
X Link 2026-02-02T20:19Z 92.3K followers, [----] engagements

"$IYT Transports testing Jan highs"
X Link 2026-02-02T20:37Z 92.3K followers, [----] engagements

"$PLTR Palantir 4Q Revenue Beats Estimates (Bloomberg) -- Palantir reported revenue for the fourth quarter that beat the average analyst estimate. FOURTH QUARTER RESULTS 🔹Revenue $1.41 billion estimate $1.33 billion (Bloomberg Consensus) 🔹EPS 24c 🔹Cash and cash equivalents $1.42 billion estimate $2.85 billion 🔹Adjusted EPS 25c estimate 23c 🔹Adjusted Ebitda $805.5 million estimate $706.8 million 🔹Adjusted operating margin 57% estimate 52.1%NOTE https://twitter.com/i/web/status/2018431042114269394 https://twitter.com/i/web/status/2018431042114269394"
X Link 2026-02-02T21:07Z 92.3K followers, [----] engagements

"$VTV vs $VUG $VTV Value Breaking out to new ATHs https://t.co/AlbaMttzpt $VTV Value Breaking out to new ATHs https://t.co/AlbaMttzpt"
X Link 2026-02-02T21:26Z 92.3K followers, [----] engagements

"$TER Teradyne 1Q Revenue Forecast Beats Estimates"
X Link 2026-02-02T21:36Z 92.3K followers, [----] engagements

"$XTL Telecom ETF a bit more interesting than it sounds. top holdings $ASTS $VIAV $AAOI $ONDS $VSAT $TDS $CIEN $VZ $MSI $T $ANET"
X Link 2026-02-03T02:10Z 92.3K followers, [----] engagements

"$MCK reports Wed price coming out of congestion"
X Link 2026-02-03T02:22Z 92.3K followers, 12K engagements

"$VIK new ATH highs"
X Link 2026-02-03T02:43Z 92.3K followers, [----] engagements

"*HANG SENG TECH INDEX SINKS EXTENDING DROP FROM OCT HIGH TO 20% nope not ready yet $KWEB China Internets similarly not ready yet 👀's on $36.84 https://t.co/1rDS73GZTg $KWEB China Internets similarly not ready yet 👀's on $36.84 https://t.co/1rDS73GZTg"
X Link 2026-02-03T02:56Z 92.3K followers, [----] engagements

"$WDC *WESTERN DIGITAL AUTHORIZES ADDED $4.0B OF SHARE REPURCHASES"
X Link 2026-02-03T13:01Z 92.3K followers, [----] engagements

"$SMH Semis are +13.7% ytd $TER +20% premkt and is in the ETF (1% weight) here are the best performers in the ETF ytd note $SMH is in the TTG Global Trend Portfolio"
X Link 2026-02-03T13:43Z 92.3K followers, 10.2K engagements

"Why I switched the TTG Global Trend Portfolio to mainly an ETF portfolio in '26: stock picking has gotten imo more difficult and it is easier to play themes / Intl moves and there are plenty of ETF choices out there to exploit moves many of the most popular names i.e. $NVDA are not doing that well this year but the group they belong to are. $SMH Semis are +13.7% ytd $TER +20% premkt and is in the ETF (1% weight) here are the best performers in the ETF ytd note $SMH is in the TTG Global Trend Portfolio https://t.co/gOZg0A5vh5 $SMH Semis are +13.7% ytd $TER +20% premkt and is in the ETF (1%"
X Link 2026-02-03T13:51Z 92.3K followers, [----] engagements

"The TTG Global Trend Portfolio is off to a good start in '26 +6.8% and I look to continue w/ being in the right areas of the market you can learn about it more here: https://ttgtrading.substack.com Why I switched the TTG Global Trend Portfolio to mainly an ETF portfolio in '26: stock picking has gotten imo more difficult and it is easier to play themes / Intl moves and there are plenty of ETF choices out there to exploit moves many of the most popular names i.e. $NVDA are https://ttgtrading.substack.com Why I switched the TTG Global Trend Portfolio to mainly an ETF portfolio in '26: stock"
X Link 2026-02-03T13:57Z 92.3K followers, [----] engagements

"$DIA old school $DJIA looks great here imo breaking out of congestion"
X Link 2026-02-03T14:42Z 92.3K followers, [----] engagements

"$AAPL next VPOC up"
X Link 2026-02-03T14:55Z 92.3K followers, [----] engagements

"*US PLANS TO ISSUE LICENSE FOR COMPANIES TO PUMP VENEZUELAN OIL $XLE $OIH"
X Link 2026-02-03T15:13Z 92.2K followers, [----] engagements

"$FORM nice jump above 5d and 20d MA"
X Link 2026-02-03T16:00Z 92.3K followers, [----] engagements

"TTG Watchlist 🔥"
X Link 2026-02-03T16:04Z 92.3K followers, [----] engagements

"$XLP Cons Staples break out of a +1yr range best names this year $BG $CL $CHD $STZ $CLX $ADM $SYY $EL $TGT $COST"
X Link 2026-02-03T16:26Z 92.3K followers, [----] engagements

"$NVO *NOVO NORDISK ADRS HALTED FOR NEWS PENDING"
X Link 2026-02-03T16:36Z 92.3K followers, [----] engagements

"$IWM what a rejection. such a fast market w/ no liquidity $IWM small caps super strong to start short-term levels of interest https://t.co/FJ6Nfgp310 $IWM small caps super strong to start short-term levels of interest https://t.co/FJ6Nfgp310"
X Link 2026-02-03T16:43Z 92.2K followers, [----] engagements

"It's February and the Groundhog saw his shadow. and also saw Value outperforming Growth again in February $VTV vs $VUG"
X Link 2026-02-03T17:11Z 92.3K followers, [----] engagements

"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Watching to see if the bottom of the range $SPY $QQQ gets bought again or fails / Value $VTV $VUG https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-ea5r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-ea5r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-03T18:10Z 92.3K followers, [----] engagements

"$VIX [--] now we got a party"
X Link 2026-02-03T19:09Z 92.3K followers, [----] engagements

"$WMT not saying it plays out exactly like last year but just b/c Value stocks are acting well right now. when there is real volatility they usually all get hit the point is do not get complacent in any stock"
X Link 2026-02-03T19:37Z 92.3K followers, [----] engagements

"$DIA / $QQQ"
X Link 2026-02-03T20:32Z 92.3K followers, [----] engagements

"$IWM green to red to green"
X Link 2026-02-03T20:55Z 92.3K followers, [----] engagements

"$LITE Lumentum 2Q Adjusted EPS Beats Estimates (Bloomberg) -- Lumentum reported adjusted earnings per share for the second quarter that beat the average analyst estimate.SECOND QUARTER RESULTSAdjusted EPS $1.67 vs. 42c y/y estimate $1.41 (Bloomberg Consensus) Net revenue $665.5 million +65% y/y estimate $652.5 million https://twitter.com/i/web/status/2018792865585938737 https://twitter.com/i/web/status/2018792865585938737"
X Link 2026-02-03T21:05Z 92.3K followers, [----] engagements

"$CMG no burritos for you just VPOCs"
X Link 2026-02-03T21:13Z 92.3K followers, [----] engagements

"$SMH don't really like how this looks (in short-term) remember $IWM had a candle like this a couple weeks back plus #bearigh engulfing today"
X Link 2026-02-03T21:25Z 92.3K followers, [----] engagements

"CF's Stock Market Recap 🔹Once again some big winners and losers in the market let's break it down 🔹Feb's are not easy what to watch 🔹 Are you buying support or trying for breakouts It's a huge difference. https://x.com/i/broadcasts/1LyxBXglOOYGN https://x.com/i/broadcasts/1LyxBXglOOYGN"
X Link 2026-02-03T22:12Z 92.3K followers, [----] engagements

"Equal Weighted US Sectors via @finviz_com Observations [--]. $RSPC Communications - break lower [--]. $RSPS Staples - momentum break higher [--]. $RSPH Energy - strong move + [--]. $RSPN Indus & $RSPM Materials both strong + [--]. $RSPU Utilities on watch for break + [--]. $RSPF Fins $RSPH HC stall & break - [--]. $RSPT Tech - Sideways https://twitter.com/i/web/status/2018819415752528349 https://twitter.com/i/web/status/2018819415752528349"
X Link 2026-02-03T22:50Z 92.3K followers, [----] engagements

"$NXT pulling back to prev high"
X Link 2026-02-03T23:09Z 92.3K followers, [----] engagements

"$CVX back to highs after yday's inside day $CVX has broken out of a 4yr range note $CVX is 18% of the $XLE ETF $XOM is 24% https://t.co/aKOnZAUoJI $CVX has broken out of a 4yr range note $CVX is 18% of the $XLE ETF $XOM is 24% https://t.co/aKOnZAUoJI"
X Link 2026-02-04T01:37Z 92.3K followers, [----] engagements

"$ITA let's see if Aero & Defense can make the turn + here"
X Link 2026-02-04T01:38Z 92.3K followers, [----] engagements

"$GC_F Gold a very nice bounce this week now watch top of Feb Value Area (resistance) [------] ( $GLD $470) I trimmed more of my GLD bounce trade: EXIT (tgt) $GLD $464.2 / paid $428.5"
X Link 2026-02-04T13:29Z 92.2K followers, [----] engagements

"$XLB Materials note heavy $DOW calls on open"
X Link 2026-02-04T14:40Z 92.3K followers, [----] engagements

"$CAT $DE this is a market for 🦌's & 🐈's"
X Link 2026-02-04T14:43Z 92.3K followers, 19.4K engagements

"Once again breadth is quite normal +51% NYSE UpVolume Solar $TAN Builders $ITB Materials $XLP Banks $KBE Energy $XLE leads"
X Link 2026-02-04T15:10Z 92.3K followers, [----] engagements

"Note the $VIX [----] does not capture single stock volatility which seems extreme right now"
X Link 2026-02-04T15:46Z 92.3K followers, [----] engagements

"$IGV is outperforming $SMH today"
X Link 2026-02-04T18:58Z 92.3K followers, [----] engagements

"$ARM is down a leg"
X Link 2026-02-04T21:06Z 92.3K followers, [----] engagements

"$CIEN *CIENA SET TO JOIN S&P 500"
X Link 2026-02-04T22:23Z 92.3K followers, [----] engagements

"$FORM great form $FORM nice jump above 5d and 20d MA https://t.co/ijLWoDdHIi $FORM nice jump above 5d and 20d MA https://t.co/ijLWoDdHIi"
X Link 2026-02-05T14:48Z 92.3K followers, [----] engagements

"$MCK safe to say out of congestion $MCK reports Wed price coming out of congestion https://t.co/DJl31oC289 $MCK reports Wed price coming out of congestion https://t.co/DJl31oC289"
X Link 2026-02-05T15:10Z 92.3K followers, [----] engagements

"$VIX [--] let's see if we get the hockey stick pattern today "
X Link 2026-02-05T15:35Z 92.3K followers, [----] engagements

"From yday's TTG Midday note #tradeidea note $SPLV +0.5% / $SPHB -2.9% today https://ttgtrading.substack.com https://ttgtrading.substack.com"
X Link 2026-02-05T15:38Z 92.3K followers, [----] engagements

"$DOCN the definition of #RelativeStrength in the Software space"
X Link 2026-02-05T15:44Z 92.3K followers, 12.2K engagements

"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Weakest Breadth day of [--] / Bright spot is $SMH Semis trying to hold in there https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-45ar=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-45ar=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-05T18:10Z 92.3K followers, [----] engagements

"NYSE +27% UpVolume the worst of '26 cc @WalterDeemer"
X Link 2026-02-05T18:24Z 92.3K followers, [----] engagements

"Checking in on $IGV and $BTC_F still down & to the right"
X Link 2026-02-05T18:56Z 92.3K followers, [----] engagements

"NYSE +25% UpVolume NYSE +27% UpVolume the worst of '26 cc @WalterDeemer https://t.co/3LS22yjvN4 NYSE +27% UpVolume the worst of '26 cc @WalterDeemer https://t.co/3LS22yjvN4"
X Link 2026-02-05T20:29Z 92.3K followers, [----] engagements

"*ISHARES SOFTWARE ETF FALLS 5% DOWN FOR 8TH STRAIGHT DAY $IGV crazy eight's"
X Link 2026-02-05T21:02Z 92.3K followers, [----] engagements

"$AMZN *AMAZON SEES 1Q NET SALES $173.5B TO $178.5B EST. $175.54B"
X Link 2026-02-05T21:03Z 92.3K followers, [----] engagements

"$BE Bloom Energy [----] Revenue Forecast Beats Estimates"
X Link 2026-02-05T21:22Z 92.3K followers, [----] engagements

"i think this explains a lot of what is going on 🔹the most leverage EVER by individual investors 🔹the lowest cash balances by funds ON RECORD Everyone seems to be "All IN" 🔹 Retail Investors have the largest margin balances. on record (11/30/25) 🔹 The latest Bofa Fund Manager Survey indicates cash balances are at a record low of 3.2% (1/20) For me this is the most troublesome data for Equity Bulls https://t.co/ErEHbuyB41 Everyone seems to be "All IN" 🔹 Retail Investors have the largest margin balances. on record (11/30/25) 🔹 The latest Bofa Fund Manager Survey indicates cash balances are"
X Link 2026-02-05T21:28Z 92.2K followers, 15.6K engagements

"As you expect on a day when treasuries really rallied $IEI +0.4% $TLT +1.1%. HY Credit Spreads widened a bit today $IEI / $HYG nothing to worry about currently but something to start to keep an eye on"
X Link 2026-02-05T21:43Z 92.3K followers, [----] engagements

"To state the obvious.why are folks STILL using leverage on this stuff CRYPTO CAPITULATES TO $60K FROM WORST SINGLE DAY LIQUIDATION EVER https://t.co/Ep908Rw8J8 CRYPTO CAPITULATES TO $60K FROM WORST SINGLE DAY LIQUIDATION EVER https://t.co/Ep908Rw8J8"
X Link 2026-02-06T01:24Z 92.2K followers, 13.8K engagements

"$FORM had great earnings & I started a position today"
X Link 2026-02-06T02:05Z 92.3K followers, [----] engagements

"Are you focusing on stuff that's going down or what's holding its own & exhibiting relative strength in a tough market"
X Link 2026-02-06T02:06Z 92.3K followers, [----] engagements

"$TPR made a new high today on strong earnings / i guess handbags and murse's are still in"
X Link 2026-02-06T02:09Z 92.3K followers, [----] engagements

"$LITE was up 8% today making a new ATH and you were focused on fake coins"
X Link 2026-02-06T02:15Z 92.3K followers, [----] engagements

"AI Infrastructure Stocks Rally After Amazons $200 Billion Capex (Bloomberg) -- Makers of gear used in artificial intelligence computing are rallying in premarket trading after Amazons massive $200 billion forecast for [----] capex far exceeded the average analyst estimate. 🔹Among semiconductor stocks moving: Nvidia +3% AMD +4.1% Broadcom +3.1% Marvell +4.4%Watch memory and storage stocks including Sandisk +7.2% Western Digital +5.11% Seagate +4% and Micron +4.3% 🔹Cloud-services provider CoreWeave rallies 5% while Oracle +1.9%Chip equipment makers Applied Materials rises 1.9% Lam Research"
X Link 2026-02-06T12:53Z 92.3K followers, [----] engagements

"Momentum Trade Suffers Historic Drawdown Amid Rotation to Value (Bloomberg) 🔹The momentum trade suffered the second-steepest drop since the aftermath of the [----] pandemic with the decline captured in a Goldman Sachs Group Inc. high-beta momentum basket. 🔹The momentum meltdown was part of a broader market rout that has left main US equity averages lower for the year with the proximate cause being tumult in the software sector. 🔹There were winners amid the selling with sustained gains in clothing retailers travel companies and makers of household goods and downtrodden stocks that profile as"
X Link 2026-02-06T13:01Z 92.3K followers, [----] engagements

"$STUB $LYV California Introduces Bill to Cap Resale Ticket Prices https://t.co/BX2Z4uQzk3 California Introduces Bill to Cap Resale Ticket Prices https://t.co/BX2Z4uQzk3"
X Link 2026-02-06T13:30Z 92.3K followers, [----] engagements

"@livetradepro @BlueMoonTrades @blondebroker1 @ripster47 @ProblemSniper @Mr_Derivatives @SethCL @JonahLupton @eWhispers @bigbullcap @SunriseTrader @canuck2usa @OMillionaires @TrendSpider @bluechipdaily @WalterDeemer @saxena_puru @AnthonyCrudele @Banana3Stocks @KobeissiLetter Thanks Scott Likewise #ff @livetradepro Have a great weekend all 🏈"
X Link 2026-02-06T14:09Z 92.3K followers, [---] engagements

"Breadth +82% NYSE UpVolume to start 🔥"
X Link 2026-02-06T14:40Z 92.3K followers, [----] engagements

"$FORM good form on this one $FORM had great earnings & I started a position today https://t.co/D2gEhblid3 $FORM had great earnings & I started a position today https://t.co/D2gEhblid3"
X Link 2026-02-06T14:48Z 92.3K followers, [----] engagements

"$HSY + $HRL $HSY Spam or Chocolate which one you got for this market note $HRL saw 5k of the Mar 25s calls trade yday https://t.co/XXIYSbYNeX $HRL $HSY Spam or Chocolate which one you got for this market note $HRL saw 5k of the Mar 25s calls trade yday https://t.co/XXIYSbYNeX"
X Link 2026-02-06T14:50Z 92.3K followers, [----] engagements

"$DOW saw a large amount of calls two days ago when stock was ripping better entry today imo after stock was -5% yday"
X Link 2026-02-06T14:59Z 92.3K followers, [----] engagements

"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Big snapback rally today after a little fear crept into market lets review https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-9f8r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-9f8r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-06T18:05Z 92.3K followers, [----] engagements

"$DOCN $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq"
X Link 2026-02-06T19:19Z 92.3K followers, [----] engagements

"🚨*DOW JONES INDUSTRIAL AVERAGE CROSSES [-----] FOR FIRST TIME 🚨 $DIA $DIA #DJIA on breakout watch (I have a position) https://t.co/BiwIClWK4n $DIA #DJIA on breakout watch (I have a position) https://t.co/BiwIClWK4n"
X Link 2026-02-06T19:25Z 92.3K followers, [----] engagements

"Here are your US Index leaders all closing at an ATH $RSP Equally Weighted SPX $DIA DJIA $MDY Mid Caps $IJR Small Caps"
X Link 2026-02-06T21:12Z 92.3K followers, [----] engagements

"My chart of the week: The Great Rotation out of Mag [--] $RSP / $NYFANG https://t.co/olOXOtV6Ll The Great Rotation out of Mag [--] $RSP / $NYFANG https://t.co/olOXOtV6Ll"
X Link 2026-02-07T13:55Z 92.3K followers, [----] engagements

"Thank you Shari Have a great weekend If you're not listening to Christian's stock market recaps you're missing out. Thanks CF for sharing with us. There are still a lot of stocks working in this market. 👍👇 If you're not listening to Christian's stock market recaps you're missing out. Thanks CF for sharing with us. There are still a lot of stocks working in this market. 👍👇"
X Link 2026-02-07T14:07Z 92.3K followers, [----] engagements

"Where are the new $SPX 52wk highs coming from Mostly Industrials Financials and then a bunch of other areas If you are a Market #Bull do you want to see more 52wk highs or less right now you got a lot of them. https://t.co/jtComA9uVK If you are a Market #Bull do you want to see more 52wk highs or less right now you got a lot of them. https://t.co/jtComA9uVK"
X Link 2026-02-07T15:57Z 92.3K followers, [----] engagements

"note inflows can be misconstrued often inflows are used to create to lend - so that shorts have enough supply (you need to get a locate when shorting) if there are no shares available to short dealers will create more shares which can be seen as an inflow Investors are rushing into US software stocks: The Tech-Software ETF $IGV posted a combined +$1.5 billion 2-day inflow on Wednesday and Thursday the 2nd-highest on record. This is second only to the +$1.7 billion seen in [----]. As a result $IGV trading volume spiked to a https://t.co/2WbcYhMn8I Investors are rushing into US software stocks:"
X Link 2026-02-07T18:22Z 92.3K followers, [----] engagements

"@ARKInvest $COIN another example of cutting position at 200d MA avoid all the mess below . notice they are now selling some of position now"
X Link 2026-02-07T19:29Z 92.3K followers, [---] engagements

"these are just a few examples of why the funds always underperforms. reminder indices (i.e. $SPX $NDX )rebalance qly and they typical take out undeforming companies and add stronger companies. imo if you are adding to the worst positions in your portfolio (positions breaking lower) you will also underperform https://twitter.com/i/web/status/2020219109338690022 https://twitter.com/i/web/status/2020219109338690022"
X Link 2026-02-07T19:32Z 92.3K followers, [----] engagements

"Momentum Crash Clears the Way for a Healthier Equity Market (Bloomberg) I agree"
X Link 2026-02-07T23:07Z 92.3K followers, 33.4K engagements

"This was the best half time show imo👇 What was your favorite https://youtu.be/-WYYlRArn3gsi=2C_Muag-vCSUuOP9 https://youtu.be/-WYYlRArn3gsi=2C_Muag-vCSUuOP9"
X Link 2026-02-09T03:45Z 92.3K followers, 11.6K engagements

"*TRANSOCEAN TO BUY VALARIS IN STOCK DEAL VALUED AT $5.8B $RIG $VAL"
X Link 2026-02-09T12:51Z 92.3K followers, 17.5K engagements

"$GOOGL *ALPHABET SEEKING TO RAISE ABOUT $15 BILLION FROM US BOND SALE"
X Link 2026-02-09T13:20Z 92.3K followers, [----] engagements

"$VUG +0.5 / $VTV -0.3% Growth running today"
X Link 2026-02-09T15:10Z 92.3K followers, [----] engagements

"good $FORM (i remain long)"
X Link 2026-02-09T15:35Z 92.3K followers, [----] engagements

"$VIAV TTG Focus w/e watchlist name breaking to new highs out of bull flaggish pattern #optical"
X Link 2026-02-09T15:39Z 92.3K followers, [----] engagements

"$LPTH another optical related co making a nice turn today + note LightPath Tech reports on Wed h/t @sp3cul8r"
X Link 2026-02-09T15:57Z 92.3K followers, [----] engagements

"$DOCN hit the VPOC target ✅ $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq"
X Link 2026-02-09T16:20Z 92.3K followers, [----] engagements

"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Growth running with the ball today 🏈 https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-13dr=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-13dr=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-09T17:54Z 92.3K followers, [----] engagements

"$XTL Telecom / Comm. ETF this was added to the TTG Global Trend Portfolio on Feb 2nd largest weights $LITE $VIAV $ASTS $AAOI $CIEN"
X Link 2026-02-09T18:34Z 92.3K followers, [----] engagements

"$SNDK - really like the consolidation. the more it goes sideways (short-term) it shakes all the hot $ out of it just an observation"
X Link 2026-02-09T18:46Z 92.3K followers, 11.6K engagements

"$CRDO *CREDO TECHNOLOGY PRELIM 3Q REV. $404M TO $408M EST. $341.2M"
X Link 2026-02-09T21:07Z 92.3K followers, 11.8K engagements

"CF's Stock Market Recap -Growth $VUG Outperforms today $VTV - Optical names super strong $LITE $GLW $CIEN $VIAV - Metals rally $XME $GLD $SLV https://x.com/i/broadcasts/1lPKqvMYXgnGb https://x.com/i/broadcasts/1lPKqvMYXgnGb"
X Link 2026-02-09T22:01Z 92.3K followers, [----] engagements

"$TSM TSMC Revenue Jumps 37% in January as AI Spending Marches On"
X Link 2026-02-10T11:46Z 92.3K followers, [----] engagements

"$RACE Ferrari Shares Jump the Most in Six Years as [----] Guidance Beats (Bloomberg)"
X Link 2026-02-10T12:38Z 92.3K followers, [----] engagements

"US Jan. Small Business Optimism Falls to 99.3; Est. [----] By Chris Middleton (Bloomberg) -- Forecast range [--] - [-----] from [--] economists 🔹Net percentage of firms expecting a better economy falls to 21% 🔹Net percentage of firms reporting higher selling prices falls to 26% 🔹15% of employers think it is a good time to expand 🔹959 employers surveyed for the NFIB report"
X Link 2026-02-10T13:18Z 92.3K followers, [----] engagements

"$EWY bull flag developing for the South Korean ETF"
X Link 2026-02-10T13:25Z 92.3K followers, [----] engagements

"$EFA Intl Developed Mkts (Europe & Japan) new highs"
X Link 2026-02-10T13:27Z 92.3K followers, [----] engagements

"*US DEC. RETAIL SALES UNCHANGED M/M; EST. +0.4% *US 4Q EMPLOYMENT COST INDEX RISES 0.7% Q/Q; EST. +0.8%"
X Link 2026-02-10T13:31Z 92.3K followers, [----] engagements

"$GC_F Gold watching [------] in Gold futures (or $GLD $470) for resuming the breakout"
X Link 2026-02-10T13:46Z 92.3K followers, [----] engagements

"$DUK *DUKE SIGNS DATA CENTER POWER AGREEMENTS WITH MICROSOFT $MSFT COMPASS"
X Link 2026-02-10T13:48Z 92.3K followers, [----] engagements

"$CSCO Cisco unveils new AI networking chip taking on Broadcomand Nvidia https://t.co/E4iTUJpKIG https://t.co/E4iTUJpKIG Cisco unveils new AI networking chip taking on Broadcomand Nvidia https://t.co/E4iTUJpKIG https://t.co/E4iTUJpKIG"
X Link 2026-02-10T13:52Z 92.3K followers, [----] engagements

"$DD DuPont Shares Gain After Strong Quarterly Results (Bloomberg) -- DuPont de Nemours shares rise 2.5% in premarket trading after the chemicals company reported fourth-quarter adjusted earnings per share that beat the average analyst estimate as healthcare and water technologies segment sales grew. https://twitter.com/i/web/status/2021223273854374269 https://twitter.com/i/web/status/2021223273854374269"
X Link 2026-02-10T14:02Z 92.3K followers, [----] engagements

"Remember Microsoft Meta Alphabet and Amazon are expected to spend more than $600 billion this year on capital expenditures I want to own things they are deploying this $ into vs owning the ones bloating their balance sheet we are doing this in the TTG Global Trend Portfolio The Great Rotation out of Mag [--] $RSP / $NYFANG https://t.co/olOXOtV6Ll The Great Rotation out of Mag [--] $RSP / $NYFANG https://t.co/olOXOtV6Ll"
X Link 2026-02-10T14:17Z 92.3K followers, [----] engagements

"$XHB Homebuilding breaking higher as rates - ( $TLT +0.9%)"
X Link 2026-02-10T14:42Z 92.3K followers, [----] engagements

"$DIA #DJIA new highs breaking + $DIA #DJIA on breakout watch (I have a position) https://t.co/BiwIClWK4n $DIA #DJIA on breakout watch (I have a position) https://t.co/BiwIClWK4n"
X Link 2026-02-10T14:49Z 92.3K followers, [----] engagements

"$BA *BOEING DELIVERED [--] JETS IN JANUARY MOST FOR MONTH SINCE [----] *BOEING'S [--] JET DELIVERIES FOR MONTH OUTPACE AIRBUS' 19"
X Link 2026-02-10T16:01Z 92.3K followers, [----] engagements

"$ECL $DD more Chemical / Materials breaking out on better than expected earnings"
X Link 2026-02-10T17:06Z 92.3K followers, [----] engagements

"$SPY 👀 more in my midday note https://ttgtrading.substack.com https://ttgtrading.substack.com"
X Link 2026-02-10T17:35Z 92.3K followers, 10.7K engagements

"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio TTG Global Trend Portfolio continues to outperform (by being in other areas outside of MegaCap Tech) see what's inside: https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-57br=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-57br=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-10T18:15Z 92.3K followers, [----] engagements

"$RIVN let's see if can clear back above its '26 Value Area $15.57 The wait is almost over. The first R2 variant featuring dual motors and all-wheel drive launches this spring. Well be sharing full detailspricing options and moreon March [--]. Thats just [--] weeks and [--] days from today. But whos counting *Prototype vehicles shown. Final https://t.co/YB59GLEXG8 The wait is almost over. The first R2 variant featuring dual motors and all-wheel drive launches this spring. Well be sharing full detailspricing options and moreon March [--]. Thats just [--] weeks and [--] days from today. But whos counting"
X Link 2026-02-10T20:14Z 92.3K followers, [----] engagements

"$LSCC Lattice Semi 1Q Revenue Forecast Beats Estimates"
X Link 2026-02-10T21:01Z 92.3K followers, [----] engagements

"$ALAB Astera Labs 4Q Revenue Beats Estimates *AMAZON SECURES NEW ASTERA LABS WARRANT TIED TO $6.5B PURCHASES"
X Link 2026-02-10T21:07Z 92.3K followers, [----] engagements

"$HOOD Revenue from crypto trading fell 38% $HOOD & $IBIT"
X Link 2026-02-10T21:21Z 92.3K followers, 21.8K engagements

"$NET Cloudflare 1Q Revenue Forecast Beats Estimates (Bloomberg)"
X Link 2026-02-10T21:23Z 92.3K followers, [----] engagements

"The correlation between $HOOD & $IBIT $BTC_F $HOOD Revenue from crypto trading fell 38% $HOOD & $IBIT https://t.co/2Xukd4YNDv $HOOD Revenue from crypto trading fell 38% $HOOD & $IBIT https://t.co/2Xukd4YNDv"
X Link 2026-02-11T01:26Z 92.3K followers, [----] engagements

"$EWW Mexico Now +16% ytd"
X Link 2026-02-11T01:36Z 92.3K followers, [----] engagements

"cc @sp3cul8r $BE CEO: AI-driven electricity demand is overwhelming traditional grid infrastructure "The upcoming AI computer racks will consume almost 100x more power than traditional CPU compute racks of yesteryears" https://t.co/fxg5NqPz7p $BE CEO: AI-driven electricity demand is overwhelming traditional grid infrastructure "The upcoming AI computer racks will consume almost 100x more power than traditional CPU compute racks of yesteryears" https://t.co/fxg5NqPz7p"
X Link 2026-02-11T01:40Z 92.3K followers, [----] engagements

"I look to capitalize on trends & relative strength & try to point members that way. I have two accounts I trade w/ my trading account which is entered in the USIC & the TTG Global Trend Portfolio . We try to cover all corners of the market w/ an option flow specialist & a fundamental idea trader @cfromhertz can you tell me about what your service is thank you @cfromhertz can you tell me about what your service is thank you"
X Link 2026-02-11T01:49Z 92.3K followers, [----] engagements

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creator/x::cfromhertz
/creator/x::cfromhertz