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

- X Week XXXXXXX +72%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +10%

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

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +21%
- X Year XXXXX +2.60%

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

- X Week XXXXXX +0.16%
- X Month XXXXXX +0.43%
- X Months XXXXXX +3.60%
- X Year XXXXXX +8.10%

### CreatorRank: XXXXXXX [#](/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)  #5060 [finance](/list/finance)  XX% [cryptocurrencies](/list/cryptocurrencies)  #3277 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [agencies](/list/agencies)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[strong](/topic/strong) 9.38%, [stocks](/topic/stocks) #1428, [ai](/topic/ai) 6.25%, [$xrt](/topic/$xrt) #7, [$lite](/topic/$lite) #9, [$nvda](/topic/$nvda) #639, [$iwm](/topic/$iwm) #10, [$cls](/topic/$cls) #6, [$ffty](/topic/$ffty) #1, [$sndk](/topic/$sndk) #9

**Top accounts mentioned or mentioned by**
[@sssvenky](/creator/undefined) [@finvizcom](/creator/undefined) [@livemarketchat](/creator/undefined) [@jarzt](/creator/undefined) [@livetradepro](/creator/undefined) [@sullycnbc](/creator/undefined) [@marketwebs](/creator/undefined) [@stockstormx](/creator/undefined) [@bravesfaninatl1](/creator/undefined) [@sunrisetrader](/creator/undefined) [@derivativeprofr](/creator/undefined) [@finviz_com](/creator/undefined) [@przemekzarn](/creator/undefined) [@ghill37g](/creator/undefined) [@jaywoods3](/creator/undefined) [@johndoss1](/creator/undefined) [@jonahlupton](/creator/undefined) [@martychargin](/creator/undefined) [@oakgrovecapital](/creator/undefined) [@evantwain](/creator/undefined)

**Top assets mentioned**
[Robonomics Network (XRT)](/topic/$xrt) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Coldstack (CLS)](/topic/$cls) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [iShares BTC Trust (IBIT)](/topic/$ibit) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Eli Lilly and Company (LLY)](/topic/$lly) [FANG Token (FANG)](/topic/$fang) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Gapcoin (GAP-1)](/topic/$gap) [Five Below, Inc. (FIVE)](/topic/$five) [Decentral Games (DG)](/topic/$dg) [Walmart, Inc. (WMT)](/topic/$wmt) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [Western Digital Corp (WDC)](/topic/$wdc) [Aditus (ADI)](/topic/$adi) [Wormhole (W)](/topic/$w) [Ciena Corporation (CIEN)](/topic/$cien) [Bitcoin (BTC)](/topic/bitcoin) [GLOBUS MEDICAL INC (GMED)](/topic/$gmed) [Ross Stores, Inc. (ROST)](/topic/$rost) [Globalstar, Inc. (GSAT)](/topic/$gsat) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Dillards Inc. (DDS)](/topic/$dds) [Realy (REAL)](/topic/$real) [Kohl's Corporation (KSS)](/topic/$kss) [Coherent Inc (COHR)](/topic/$cohr) [Allegheny Technologies (ATI)](/topic/$ati) [Morgan Stanley (MS)](/topic/$ms) [GammaSwap (GS)](/topic/$gs) [Aipocalypto (AIPO)](/topic/$aipo) [Micron Technology, Inc. (MU)](/topic/$mu) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Marriott International Inc (MAR)](/topic/$mar) [Viking Holdings Ltd (VIK)](/topic/$vik) [Las Vegas Sands Corp. (LVS)](/topic/$lvs) [Expedia Group Inc (EXPE)](/topic/$expe) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [American Airlines Group Inc (AAL)](/topic/$aal) [Fabrinet (FN)](/topic/$fn) [Teradyne, Inc. (TER)](/topic/$ter) [Bitcoin Incognito (XBI)](/topic/$xbi) [GE Vernova Inc. (GEV)](/topic/$gev) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [DIA (DIA)](/topic/$dia) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [American Eagle Outfitters (AEO)](/topic/$aeo) [Pricesmart Inc (PSMT)](/topic/$psmt) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [IBM (IBM)](/topic/ibm) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Carvana Co. (CVNA)](/topic/$cvna) [CRH Public Limited Company (CRH)](/topic/$crh) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Ares Protocol (ARES)](/topic/$ares) [Kellanova (K)](/topic/kellanova) [Arcana Network (XAR)](/topic/$xar) [Italian National Football Team Fan Token (ITA)](/topic/$ita) [L3Harris Technologies Inc (LHX)](/topic/$lhx)
### Top Social Posts
Top posts by engagements in the last XX hours

"$CRDO giving back almost the whole earnings pop"  
[X Link](https://x.com/cfromhertz/status/1996229163418611907)  2025-12-03T14:44Z 91.6K followers, 3973 engagements


"$SIL $GDX $XRT $FCG best sectors / groups"  
[X Link](https://x.com/cfromhertz/status/1996971514978030025)  2025-12-05T15:54Z 91.6K followers, 5327 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 91.6K followers, 18K engagements


"$ATI watch for a break of sideways range for this specialty metal co"  
[X Link](https://x.com/cfromhertz/status/1997852400330408105)  2025-12-08T02:15Z 91.6K followers, 4675 engagements


"$LITE Lumentum Gets Street-High Target ($380) at Rosenblatt on AI Potential (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1996562223066751476)  2025-12-04T12:48Z 91.6K followers, 3702 engagements


"$MS $GS big breakouts"  
[X Link](https://x.com/cfromhertz/status/1997336998336487860)  2025-12-06T16:07Z 91.6K followers, 3108 engagements


"CF's Stock Market Recap 🔹 Indices grinded lower ahead of Wed #FOMC but what stood out & showed relative strength 🔹Stocks in Video: $NVDA $CRDO $ALAB $CLS $WDC $TSEM $ADI"  
[X Link](https://x.com/cfromhertz/status/1998145844152041639)  2025-12-08T21:41Z 91.6K followers, 10.7K engagements


"$ARES *ARES MANAGEMENT SET TO REPLACE KELLANOVA IN S&P 500"  
[X Link](https://x.com/cfromhertz/status/1998156778337710508)  2025-12-08T22:24Z 91.6K followers, 4557 engagements


"$CLS Celestica 3Q Adjusted EPS Beats Estimates (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1982904343922946324)  2025-10-27T20:16Z 91.6K followers, 23K engagements


"$XAR looks poised for new highs"  
[X Link](https://x.com/cfromhertz/status/1983908928946585690)  2025-10-30T14:48Z 91.6K followers, 5270 engagements


"$W retail names like $M are getting a lift off of tariff stuff. i would watch a name that had strong earning (and nicely consolidating) cc $XRT"  
[X Link](https://x.com/cfromhertz/status/1986123476508279033)  2025-11-05T17:28Z 91.6K followers, 10.7K engagements


"Transports $TRAN have seen some particularly strong earnings from this group $CHRW $FDX $EXPD $XPO $JBHT"  
[X Link](https://x.com/cfromhertz/status/1987148784954917053)  2025-11-08T13:22Z 91.6K followers, 12.1K engagements


"$PEGA filled earnings gap & check back to 50d MA"  
[X Link](https://x.com/cfromhertz/status/1987213409079992521)  2025-11-08T17:39Z 91.6K followers, 3837 engagements


"China #Solar $DQ $JKS clouds starting to clear 🌞"  
[X Link](https://x.com/cfromhertz/status/1987705750760931337)  2025-11-10T02:15Z 91.6K followers, 6668 engagements


"$TSM TSMC Stock Rises. Why Slowing Sales Growth Is No Reason to Panic About AI. Summary by Bloomberg AI Taiwan Semiconductor Manufacturing reported its slowest rate of monthly sales growth in more than XX months with XX% growth from the same month last year. TSMC's October revenue was a new monthly record at XXXXXX billion New Taiwan dollars but the slow growth may fuel speculation about whether the boom in demand for AI hardware is slowing. The company recently raised its guidance for revenue growth this year to the middle range of 30%-40% with AI-related chip revenue expected to double in"  
[X Link](https://x.com/cfromhertz/status/1987849509586542941)  2025-11-10T11:47Z 91.6K followers, 5573 engagements


"$CLS Celestica Raised to Buy at Citi on Outlook For Spending on AI (Bloomberg) PT to $XXX from $212"  
[X Link](https://x.com/cfromhertz/status/1987862293263040901)  2025-11-10T12:37Z 91.6K followers, 8162 engagements


"$ATI $CRS Specialty Metals / Steel"  
[X Link](https://x.com/cfromhertz/status/1988752851766477283)  2025-11-12T23:36Z 91.6K followers, 4582 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 91.6K followers, 8672 engagements


"*REPSOL SAID TO WEIGH MERGER OF $19B UPSTREAM UNIT WITH APA CORP $APA"  
[X Link](https://x.com/cfromhertz/status/1989003429734494290)  2025-11-13T16:12Z 91.6K followers, 5036 engagements


"CF's Stock Market Recap - The Unwind of #AI and high growth stocks $FFTY $AIPO $DTCR - Index Levels I am watching"  
[X Link](https://x.com/cfromhertz/status/1989092499365953837)  2025-11-13T22:06Z 91.6K followers, 5072 engagements


"along w/ Optical stocks $LITE $CIEN Memory Chip stocks continue to show relative strength in Tech $SNDK $MU $WDC $STX"  
[X Link](https://x.com/cfromhertz/status/1990434316598260187)  2025-11-17T14:58Z 91.6K followers, 5428 engagements


"November Performance $IBIT Bitcoin -XXXX% $ARKK Ark Innovation -XXXX% $FFTY IBD XX -XXXX% The higher the speculation the bigger the drawdown in Nov"  
[X Link](https://x.com/cfromhertz/status/1990493773680230785)  2025-11-17T18:54Z 91.6K followers, 31.9K engagements


"$RIGL $MDGL super strong along w/ $LLY"  
[X Link](https://x.com/cfromhertz/status/1990817609252536556)  2025-11-18T16:21Z 91.6K followers, 3694 engagements


"$FANG cmon let's do this"  
[X Link](https://x.com/cfromhertz/status/1991520600691732633)  2025-11-20T14:54Z 91.6K followers, 13.9K engagements


"$FSLR nice turn back above its '25 Value Area"  
[X Link](https://x.com/cfromhertz/status/1991522555526803708)  2025-11-20T15:02Z 91.6K followers, 2962 engagements


"November Update $ARKK Ark Innovation -XX% $FFTY IBD XX -XX% $IBIT $BTC_F Bitcoin -XX% it's not a conspiracy or a manipulation etc. it's an unwind of the highest speculation assets due to the Fed not cutting rates in Decturning hawkish & affecting liquidity cc @SullyCNBC"  
[X Link](https://x.com/cfromhertz/status/1991616778267668534)  2025-11-20T21:16Z 91.6K followers, 4460 engagements


"time for a Quad chart similar stuff going on in Pharm / HC (digest of recent gains and resolving higher) $PPH $GMED $GH $MEDP"  
[X Link](https://x.com/cfromhertz/status/1991950217500061756)  2025-11-21T19:21Z 91.6K followers, 11.1K engagements


"$NUE $STLD Steel stocks doing well. Is this b/c there is a huge demand in this area or are these stocks are cheap relative to growth. Note both stocks had a good earnings reaction"  
[X Link](https://x.com/cfromhertz/status/1992719852377887048)  2025-11-23T22:20Z 91.6K followers, 3945 engagements


"this is due to the X for X reverse split. that said there was still a lot of volume in $SQQQ last week"  
[X Link](https://x.com/cfromhertz/status/1992724782476128319)  2025-11-23T22:39Z 91.6K followers, 11K engagements


"$ROST $TJX two very strong Retail names that reported last week and were added to the TTG Strong Earnings list"  
[X Link](https://x.com/cfromhertz/status/1992738099684852129)  2025-11-23T23:32Z 91.6K followers, 3910 engagements


"Today's Performance $IBIT $BTC_F Bitcoin +4% $ARKK Ark Innovation ETF +4% $FFTY IBD XX ETF +4% I-DENTICAL all about the Fed right now: XX% chance of a rate cut today / last Thurs it bottomed at 29%"  
[X Link](https://x.com/cfromhertz/status/1993015448653406316)  2025-11-24T17:54Z 91.6K followers, 5287 engagements


"$SNDK *SANDISK SNDK TO BE ADDED TO S&P 500"  
[X Link](https://x.com/cfromhertz/status/1993081718610485255)  2025-11-24T22:18Z 91.6K followers, 5882 engagements


"*SANDISK TO REPLACE INTERPUBLIC IN S&P 500"  
[X Link](https://x.com/cfromhertz/status/1993081801410261077)  2025-11-24T22:18Z 91.6K followers, 2556 engagements


"Nice call by Sai He's been #bullish $MDGL for a long time"  
[X Link](https://x.com/cfromhertz/status/1993138373742280854)  2025-11-25T02:03Z 91.6K followers, 7942 engagements


"Travel names strong note headline earlier *LAS VEGAS STRIP OCT. GAMBLING REV. ROSE XXXX% Y/Y TO $748.9M Casinos $LVS $MGM $WYNN Hotels $MAR $H $HYT Travel websites $EXPE $BKNG Cruise $VIK Airlines ETF $JETS"  
[X Link](https://x.com/cfromhertz/status/1993343108923457908)  2025-11-25T15:36Z 91.6K followers, 6117 engagements


"in last night's market recap (min 19) i talked about being super selective in #AI space now and looking for opportunities in other places 👇 $GRAL $LVS $MAR $EXPE $AXP"  
[X Link](https://x.com/cfromhertz/status/1993358670856355912)  2025-11-25T16:38Z 91.6K followers, 4094 engagements


"Best names today in TTG Strong Earnings list $GAP $DDS $REAL $RDDT $VIK $WING $ZETA $WGO $AAL $W $ONON $GMED via @finviz_com not a finviz customer here is a link for their special"  
[X Link](https://x.com/cfromhertz/status/1993362640307998774)  2025-11-25T16:54Z 91.6K followers, 3817 engagements


"$GMED happy little breakout"  
[X Link](https://x.com/cfromhertz/status/1993411963234533754)  2025-11-25T20:10Z 91.6K followers, 4718 engagements


"$IHI Medical Devices ETF 🔹with XXX trading days to go in Nov this monthly chart looks like price wants to resume uptrend after consolidating for last X years 🔹top weights in ETF: $ABT $ISRG $BSX $IDXX $MDT $EW $BDX $SYK $GEHC $RMD $STE $DXCM"  
[X Link](https://x.com/cfromhertz/status/1993449559704678886)  2025-11-25T22:39Z 91.6K followers, 3868 engagements


"Best names today in TTG Strong Earnings list $SYM $KSS $ANF $TSEM $TER $AA $TEVA $LYFT $ETOR $GAP $FN $AAL $W via @finviz_com not a finviz customer here is a link for their special"  
[X Link](https://x.com/cfromhertz/status/1993736674505851374)  2025-11-26T17:40Z 91.6K followers, 2771 engagements


"$ADI new ATHs"  
[X Link](https://x.com/cfromhertz/status/1993761199335391395)  2025-11-26T19:18Z 91.6K followers, 3586 engagements


"This month was all about risk management & doing less. Tricky -- It looked like a couple times the market was going to turn back up and stalled. If you bought strength after one of the dips you got run over (there were a lot of gap ups and no follow through) so you really needed to sell into strength I tried to add to a couple higher conviction names and that hurt performance this month as growth names just kept moving lower (until last week of month) To outperform you had to sell at the 1st sign of weakness if you tried to battle it out you suffered deeper losses. You really needed to do"  
[X Link](https://x.com/cfromhertz/status/1994789528150679592)  2025-11-29T15:24Z 91.6K followers, 1089 engagements


"What worked well was understanding the Macro environment (over leverage and the Fed) and why there was heavy selling in risker asset groups $ARKK $FFTY which saw large drawdowns in Nov Lower Volatility / Cheaper areas of the market worked quite well $PPH $XLV and Bios $XBI on M&A (Biotech loves M&A) many of my gains were in these groups along w/ Gold and $GOOGL"  
[X Link](https://x.com/cfromhertz/status/1994791267788529846)  2025-11-29T15:31Z 91.6K followers, 2442 engagements


"$FANG another try"  
[X Link](https://x.com/cfromhertz/status/1995508801106280754)  2025-12-01T15:02Z 91.6K followers, 11.7K engagements


"$AMZN Amazon Launches New AI Chip. It's Taking On Nvidia and Google. $NVDA $GOOGL 🔹Amazon's newest artificial-intelligence chips are now available for customers offering a challenge to industry leader Nvidia and custom chips from Google. 🔹Amazon said "UltraServers" powered by up to XXX of its in-house Trainium X chips are now available offering more than four times the computing performance and a similar level of improved energy efficiency from its previous generation. 🔹Amazon said "Trainium X UltraServers enable organizations of all sizes to train larger AI models faster and serve more"  
[X Link](https://x.com/cfromhertz/status/1995886117615260061)  2025-12-02T16:01Z 91.6K followers, 20.8K engagements


"$OIH Oil Services leading / bullish XX% rule still in effect for this year's Value Area / testing XX highs"  
[X Link](https://x.com/cfromhertz/status/1996244651838177599)  2025-12-03T15:46Z 91.6K followers, 3271 engagements


"$GSAT nice turn +"  
[X Link](https://x.com/cfromhertz/status/1996304695862665289)  2025-12-03T19:45Z 91.6K followers, 3121 engagements


"$COST Costco Nov. Total Comparable Sales Miss Estimates (Bloomberg) -- Costco reported total comparable sales for November that missed the average analyst estimate. NOVEMBER RESULTS 🔹Total comparable sales +6.9% estimate +7.3% (Consensus Metrix average of XX estimates) 🔹US comparable sales ex-gas FX +5.8% estimate +6.8% 🔹Total company comparable sales excluding fuel in constant currency +6.4% estimate +6.9% 🔹Canada comparable sales ex-gas FX +8.3% estimate +8% 🔹Other international comp. sales excluding gas FX +8% estimate +5.8%"  
[X Link](https://x.com/cfromhertz/status/1996327680661463104)  2025-12-03T21:16Z 91.6K followers, 4958 engagements


"Power Generation / Uranium / Data Center names strong day $OKLO +10% $LEU +5% $UEC +6% $GEV +5% $CEG +3% $VST +2.5% $APLD +6.4% $CIFR +5.5%"  
[X Link](https://x.com/cfromhertz/status/1996611343873376461)  2025-12-04T16:03Z 91.6K followers, 3167 engagements


"$EWC "Oh Canada.""  
[X Link](https://x.com/cfromhertz/status/1996624614764826775)  2025-12-04T16:56Z 91.6K followers, 10.4K engagements


"PCE data is at 10am this morning (vs the usual 8:30am) for the Feds preferred gauge of inflation the exp MoM is +0.3%"  
[X Link](https://x.com/cfromhertz/status/1996936106751787105)  2025-12-05T13:34Z 91.6K followers, 16K engagements


"since the Williams pivot on 11/21: $IWM +10% $IWC +12% $SPY +5% $QQQ +6% $DIA +5% 🔹note the Fed Meeting is Wed and Fed Fund Futures are pricing in a XX% chance of a cut. 🔹I think the big question out there is if the Fed does cut will have a dovish outlook (more cuts thereafter) and that will have implications for a possible Santa Claus rally 🔹Dates for so called Santa Claus rally: Dec 2431"  
[X Link](https://x.com/cfromhertz/status/1996938442979110925)  2025-12-05T13:43Z 91.6K followers, 13K engagements


"is $RIVN a tiny car 😀"  
[X Link](https://x.com/cfromhertz/status/1996953098258874661)  2025-12-05T14:41Z 91.6K followers, 5594 engagements


"Discount Retail continuing to do well $FIVE breaking out also $DG $DLTR $WMT +"  
[X Link](https://x.com/cfromhertz/status/1996955928537469092)  2025-12-05T14:52Z 91.6K followers, 6902 engagements


"$RBRK VPOC and chill"  
[X Link](https://x.com/cfromhertz/status/1996956702076186642)  2025-12-05T14:55Z 91.6K followers, 2741 engagements


"*US SEPT. CORE PCE PRICE INDEX RISES XXX% M/M; EST. +0.2% *UMICH PRELIM DEC. CONSUMER SENTIMENT RISES TO 53.3; EST. 52"  
[X Link](https://x.com/cfromhertz/status/1996957904323125686)  2025-12-05T15:00Z 91.6K followers, 4062 engagements


"*SOFTBANK IS SAID IN TALKS TO BUY INVESTMENT FIRM DIGITALBRIDGE $DBRG"  
[X Link](https://x.com/cfromhertz/status/1996960171084382664)  2025-12-05T15:09Z 91.6K followers, 3442 engagements


"$WMT big breakout"  
[X Link](https://x.com/cfromhertz/status/1996963281584492838)  2025-12-05T15:22Z 91.6K followers, 4177 engagements


"Get up to speed on all the most important Market Trends & Themes with The TTG Market Pulse #Trading Note Cryptos and Bonds lower / Nat Gas Copper Precious Metals +"  
[X Link](https://x.com/cfromhertz/status/1996997101381616091)  2025-12-05T17:36Z 91.6K followers, 11.1K engagements


"Fed Meeting on Wed. Will the Fed be #dovish after the 25bps cut"  
[X Link](https://x.com/cfromhertz/status/1997694155087356132)  2025-12-07T15:46Z 91.6K followers, 6089 engagements


"my thoughts on $RIVN from TTG Market Pulse note yesterday"  
[X Link](https://x.com/cfromhertz/status/1996312114646942164)  2025-12-03T20:14Z 91.6K followers, 5839 engagements


"CF's Stock Market Recap 🔹Strong Breadth +70% NYSE UpVolume 🔹Small & Micro Caps rally $IWC +3.2% 🔹Banks $KBE Builders $ITB Bios $XBI Metals $XME Transports $IYT lead 🔹Stocks in Video $MSFT $GOOGL $GS $MS $LLY $GRAL $HG_F $NG_F $FCX $AR $SLB $FANG"  
[X Link](https://x.com/cfromhertz/status/1996336100709736498)  2025-12-03T21:49Z 91.6K followers, 9912 engagements


"A cheat code for finding market leaders in an Equally Weighted ETF: look at the largest weights. the variable that changes between quarterly rebalances is PRICE. so the companies that are the highest weights are because they have outperformed their peers. Note the next rebalance date is 12/19 where they strike back to Equal Weight"  
[X Link](https://x.com/cfromhertz/status/1997342233951973394)  2025-12-06T16:27Z 91.6K followers, 49.4K engagements


"$AMD $INTC AMD Intel Will Get Same Treatment as Nvidia Trump Says"  
[X Link](https://x.com/cfromhertz/status/1998144946097020991)  2025-12-08T21:37Z 91.6K followers, 5430 engagements


"more headlines on $NFLX $WBD $PSKY deal"  
[X Link](https://x.com/cfromhertz/status/1998154295561318614)  2025-12-08T22:14Z 91.6K followers, 5863 engagements


"for tomorrow's #FOMC here are the implied moves 🔹SPY +/- XXX% 🔹QQQ +/- XXX% 🔹IWM +/- XXX% reminder and as the pricing dictates $IWM Small Caps are supersensitive to the Fed and cutting / not cutting rates"  
[X Link](https://x.com/cfromhertz/status/1998461194688999840)  2025-12-09T18:34Z 91.6K followers, 3933 engagements


"*SPACEX SEES VALUATION OF ABOUT $XXX TRILLION IN PUBLIC OFFERING *SPACEX SAID TO PURSUE 2026 IPO RAISING FAR ABOVE $XX BILLION cc $SATS $GSAT $VSAT"  
[X Link](https://x.com/cfromhertz/status/1998492399455318215)  2025-12-09T20:38Z 91.6K followers, 3755 engagements


"Semis hitting new highs today $TSEM $ADI $TER $AMAT"  
[X Link](https://x.com/cfromhertz/status/1995988509333590390)  2025-12-02T22:48Z 91.6K followers, 4571 engagements


"Get up to speed on all the most important Market Trends & Themes with The TTG Market Pulse #Trading Note Small Caps $IWM and Retail $XRT / Travel $PEJ Building $ITB names on fire as Rates move lower and better than expected earnings"  
[X Link](https://x.com/cfromhertz/status/1993381442051543283)  2025-11-25T18:09Z 91.6K followers, 2823 engagements


"CF's Stock Market Recap 🔹 $IWM now +7% since Fed Speakers pivot on Friday 🔹Builders $ITB Retail $XRT Travel & Leisure $PEJ Pharma $PPH lead"  
[X Link](https://x.com/cfromhertz/status/1993439450081505531)  2025-11-25T21:59Z 91.6K followers, 9496 engagements


"$SNPS *NVIDIA INVESTED $2B IN SYNOPSYS STOCK $NVDA *NVIDIA INVESTED AT A BUY PRICE OF $414.79/SHR"  
[X Link](https://x.com/cfromhertz/status/1995478533028667677)  2025-12-01T13:02Z 91.6K followers, 3691 engagements


"$LLY check back to 20d MA watch for the turn +"  
[X Link](https://x.com/cfromhertz/status/1996292142679859492)  2025-12-03T18:55Z 91.6K followers, 4404 engagements


"Best names from TTG Strong Earnings Watchlist $BE $SNDK $LGN $LITE $COHR $APLD $FN $KLIC $NXT $LMND $CLS"  
[X Link](https://x.com/cfromhertz/status/1996626527019274462)  2025-12-04T17:03Z 91.6K followers, 3197 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 91.6K followers, 36K engagements


"$LLY six red candles in a row"  
[X Link](https://x.com/cfromhertz/status/1997708158958227891)  2025-12-07T16:41Z 91.6K followers, 8049 engagements


"$IBM NEARS ABOUT $11B DEAL FOR CONFLUENT $CFLT : WSJ"  
[X Link](https://x.com/cfromhertz/status/1997865627323859112)  2025-12-08T03:07Z 91.6K followers, 10.4K engagements


"*IBM TO BUY CONFLUENT FOR $XX PER SHARE IN CASH $IBM $CFLT"  
[X Link](https://x.com/cfromhertz/status/1998015024816615453)  2025-12-08T13:01Z 91.6K followers, 5470 engagements


"$CRDO nice pull back to top of Dec Value Area"  
[X Link](https://x.com/cfromhertz/status/1998118529120317938)  2025-12-08T19:52Z 91.6K followers, 4519 engagements


"*TRUMP TOLD XI US WILL ALLOW NVIDIA H200 EXPORTS TO CHINA $NVDA"  
[X Link](https://x.com/cfromhertz/status/1998143818093428740)  2025-12-08T21:33Z 91.6K followers, 9687 engagements


"US Nov. Small Business Optimism Rises to 99.0; Est. XXXX (Bloomberg)"  
[X Link](https://x.com/cfromhertz/status/1998372455333896434)  2025-12-09T12:41Z 91.6K followers, 4242 engagements


"JPMorgan Sees Another Year of EM Equity Outperformance in 2026 (Bloomberg) *JPMORGAN SEES CHINESE AI STOCKS MORE AFFORDABLE THAN US PEERS"  
[X Link](https://x.com/cfromhertz/status/1998374522651922536)  2025-12-09T12:49Z 91.6K followers, 3899 engagements


"all the optical names continuation + $LITE $CIEN $COHR $GLW note $CIEN reports Thurs premkt"  
[X Link](https://x.com/cfromhertz/status/1998414508998660293)  2025-12-09T15:28Z 91.6K followers, 3759 engagements


"*US 10Y NOTES DRAW XXXXX% MATCHES PRE-SALE WHEN-ISSUED YIELD $IEF"  
[X Link](https://x.com/cfromhertz/status/1998453821207433467)  2025-12-09T18:04Z 91.6K followers, 3660 engagements


"@LiveMarketChat why dont you give their investors services a call"  
[X Link](https://x.com/cfromhertz/status/1998468206701220332)  2025-12-09T19:02Z 91.6K followers, XX engagements


"CF's Stock Market Recap 🔹 more chop / indecision ahead of #FOMC 🔹Stocks in Video $GEV $LITE $CIEN $COHR $MU $WDC $SNDK $SLV $GLD $PAAS $SIL $IBIT"  
[X Link](https://x.com/cfromhertz/status/1998510759672971442)  2025-12-09T21:51Z 91.6K followers, 3400 engagements