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# ![@fundmyfund Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::19049987.png) @fundmyfund 🦄 Fund.Therapeutics.Photonics & $LPTH 🐋

🦄 Fund.Therapeutics.Photonics & $LPTH 🐋 posts on X about $lite, $crdo, $dpro, if you the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::19049987/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19049987/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +231%
- X Year XXXXXXXXX +1,516%

### Mentions: XXX [#](/creator/twitter::19049987/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19049987/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXXXX -XXXX%
- X Months XXXXX +57%
- X Year XXXXX +672%

### Followers: XXXXX [#](/creator/twitter::19049987/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19049987/c:line/m:followers.svg)

- X Week XXXXX +0.71%
- X Month XXXXX +4.40%
- X Months XXXXX +31%
- X Year XXXXX +38%

### CreatorRank: XXXXXXX [#](/creator/twitter::19049987/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19049987/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$lite](/topic/$lite) #14, [$crdo](/topic/$crdo) #9, [$dpro](/topic/$dpro) #1, [if you](/topic/if-you) 3.31%, [$lpth](/topic/$lpth) #1, [business](/topic/business) 2.53%, [ceo](/topic/ceo) #2345, [$ampx](/topic/$ampx) #9, [$be](/topic/$be) #31, [$fcel](/topic/$fcel) #2

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@blackscholesman](/creator/undefined) [@vastcnc](/creator/undefined) [@youtube](/creator/undefined) [@pennycheck](/creator/undefined) [@kairospraxis](/creator/undefined) [@thedronedaddy](/creator/undefined) [@madcap_cap](/creator/undefined) [@wolfpackreports](/creator/undefined) [@cheekybaua](/creator/undefined) [@cruxcapital](/creator/undefined) [@801010athlete](/creator/undefined) [@chamath](/creator/undefined) [@ivem5](/creator/undefined) [@anduriltech](/creator/undefined) [@zortrades](/creator/undefined) [@berniecornfeld](/creator/undefined) [@johhnywalkeraz](/creator/undefined) [@tradingzorba](/creator/undefined) [@coral16800](/creator/undefined)

**Top assets mentioned**
[Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Bloom Energy Corporation (BE)](/topic/$be) [Vicor Corp (VICR)](/topic/$vicr) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [Coherent Inc (COHR)](/topic/$cohr) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [GLOBUS MEDICAL INC (GMED)](/topic/$gmed) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Karman Holdings Inc. (KRMN)](/topic/$krmn) [MP Materials Corp. (MP)](/topic/$mp) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [NerveNetwork (NVT)](/topic/$nvt) [Revolution Medicines, Inc. Common Stock (RVMD)](/topic/$rvmd) [Oklo Inc. (OKLO)](/topic/$oklo) [CALIX, INC. (CALX)](/topic/$calx) [Viridian Therapeutics, Inc. Common Stock (VRDN)](/topic/$vrdn) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Bitcoin Incognito (XBI)](/topic/$xbi) [Akamai Technologies, Inc. (AKAM)](/topic/$akam) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Bullish (BLSH)](/topic/$blsh) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [MemeCoin (MEME)](/topic/$meme) [Fastly, Inc. (FSLY)](/topic/$fsly) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Pegasystems Inc (PEGA)](/topic/$pega) [Plug Power, Inc. (PLUG)](/topic/$plug) [Illumina, Inc. (ILMN)](/topic/$ilmn) [BlackSky Technology Inc. (BKSY)](/topic/$bksy)
### Top Social Posts
Top posts by engagements in the last XX hours

"Flagged $NVT last earnings cycle but didn't keep close tabs on it. It continues to impress in the report as another electrification / data center adjacent play. +35% revenue raises guidance ****************** The updated guidance reflects momentum in data centers as well as record orders and backlog in the third quarter Chief Executive Beth Wozniak said. The company has expanded several facilities to support data center and power utility growth she noted. Overview nVent Q3 sales of $XXX bln beat analyst expectations up XX% yr/yr Adjusted EPS for Q3 rises XX% reflecting strong operational"  
[X Link](https://x.com/fundmyfund/status/1984304378023723523)  2025-10-31T17:00Z 7822 followers, 1025 engagements


"$NVT anything with the electric grid is booming. Would like to see this flag now for some weeks to gain power to charge forward. (puns not intended) *************** It forecasts sales growth of XX% to XX% for the year compared to a prior range of XX% to 26%. The updated guidance reflects momentum in data centers as well as record orders and backlog in the third quarter Chief Executive Beth Wozniak said. The company has expanded several facilities to support data center and power utility growth she noted. Revenue rose to $XXXX billion compared with $XXX million a year ago. Analysts expected"  
[X Link](https://x.com/fundmyfund/status/1985004036148351255)  2025-11-02T15:20Z 7822 followers, XXX engagements


"$RVMD they don't want to sell it ************* Revolution Medicines Inc. a clinical-stage precision oncology company focused on developing targeted therapies to inhibit RAS-driven cancers has released its Form 10-Q report for the third quarter of 2023. The report provides a comprehensive overview of the company's financial performance and significant business developments reflecting its ongoing commitment to advancing its pipeline of RAS(ON) Inhibitors. Financial Highlights Loss from operations: $(315.3) million reflecting a significant increase in operating expenses driven by higher research"  
[X Link](https://x.com/fundmyfund/status/1987560807501103290)  2025-11-09T16:39Z 7821 followers, 1174 engagements


"$TAKOF First real listen on this company. Rooting for them from afar Glen seems like a good guy. Hopefully they can uplist in the year ahead. Inside Volatus Aerospace: CEO Glen Lynch Talks Expansion Innovation an. via @YouTube"  
[X Link](https://x.com/fundmyfund/status/1994560719296344227)  2025-11-29T00:15Z 7818 followers, XXX engagements


"$BLSH over XX ema only old enough to have XX day and nothing older. Crypto / stablecoin related"  
[X Link](https://x.com/fundmyfund/status/1996294363715117557)  2025-12-03T19:04Z 7822 followers, XXX engagements


"$DPRO long day ahead but hand to hand with XX ema here"  
[X Link](https://x.com/fundmyfund/status/1996590129838801007)  2025-12-04T14:39Z 7819 followers, 1194 engagements


"People really do not get the story here in the out years. The opportunity is enormous and there are another 3-4 layers in 2028-2029 coming too $LPTH I am boggled $TDY has not made an offer at these lame prices to combine with FLIR and then you'd see a juggernaut with all the re-engineering over next XX months. Or maybe they have and Sam said go to hell. He told @AlphaWolfTrding he is just having too much damn fun"  
[X Link](https://x.com/fundmyfund/status/1996758173319823777)  2025-12-05T01:47Z 7820 followers, 1422 engagements


"Deep diving $AXTI fundies this AM. Found it via strong chart a month ago when most tech stocks were in the sewer so was just trading the stock past month. I knew about the indium phosphide angle but isn't THIS ironic 👇 AXT is a material science company that develops and manufactures . wafers comprising indium phosphide (InP) gallium arsenide (GaAs) and germanium (Ge). 👈"  
[X Link](https://x.com/fundmyfund/status/1997343729451958522)  2025-12-06T16:33Z 7820 followers, 1272 engagements


"$LITE Ridiculously bullish conference. Love that the CEO pointed out at beginning they have a lower performing business that needs fixing unlike most CEOs who crap sunshine at these talks. So major points for that alone in terms of belief in leadership. Multiple business lines are at capacity with unrelenting demand i.e. the only thing holding them back is their own capacity to produce. And that's at least thru 2027 so X years. After that who knows but that's some runway. Bringing in people with specialization in ramp ups and manufacturing to help their manufacturing efficiency and overall"  
[X Link](https://x.com/fundmyfund/status/1997345113140293690)  2025-12-06T16:39Z 7818 followers, 2045 engagements


"@i_manage_risk How is $APLD on that list - I see almost no one talk about that stock"  
[X Link](https://x.com/fundmyfund/status/1998072667899855267)  2025-12-08T16:50Z 7821 followers, XXX engagements


"$TDC whatever the heck they are doing the mkt is liking it Teradatas third quarter saw a positive market response with management attributing the upside to progress in annual recurring revenue and improved operating efficiency. CEO Stephen McMillan emphasized the companys acceleration in total ARR growth citing strong customer adoption of Teradatas AI and hybrid cloud offerings. The companys focus on enterprise AI workloads and hybrid deployment flexibility resonated with clients across industries while cost controls and a shift in the services business contributed to margin expansion."  
[X Link](https://x.com/fundmyfund/status/1995512233116213348)  2025-12-01T15:16Z 7823 followers, XXX engagements


"$CELC X tests here of X ema including "close on lows" yest which makes one antsy. Hasn't broke yet. A clearance of about $XXX gets you "up and out" Stalking"  
[X Link](https://x.com/fundmyfund/status/1996260561298829508)  2025-12-03T16:49Z 7822 followers, XXX engagements


"$LITE XX min Working hard to raise investor awareness. Only thing I wish Lightpath would do more - they have an amazing story but almost zero attention. Hopefully in 2026 Sam gets out into a wider circle of conferences"  
[X Link](https://x.com/fundmyfund/status/1997317844183531983)  2025-12-06T14:50Z 7821 followers, 2007 engagements


"$CRDO so far no calmness Until this changes can't commit much to the cause no matter how great the fundamentals are"  
[X Link](https://x.com/fundmyfund/status/1998047982881788402)  2025-12-08T15:12Z 7822 followers, 1087 engagements


"$LITE CEO comment on EML At current capacity we are XX% behind what the market demand is Next year we plan to expand OUR capacity by XX% but will fall further behind. roughly XX% behind what the market demand is We are the largest provider in the market so even if some of our Japanese competitors or Broadcom double or triple THEIR capacity my comment remains the same. DO THE HOMEWORK"  
[X Link](https://x.com/fundmyfund/status/1998218999126003727)  2025-12-09T02:31Z 7821 followers, XXX engagements


"$MEME over XX ema"  
[X Link](https://x.com/fundmyfund/status/1998463909129494831)  2025-12-09T18:45Z 7821 followers, XXX engagements


"$ASTS she has that look. $ASTX"  
[X Link](https://x.com/fundmyfund/status/1982899083200344178)  2025-10-27T19:55Z 7820 followers, XXX engagements


"$MIR is a low key nuclear play. Nothing high growth. But the mkt liked this report Mirions third quarter results were received positively by the market reflecting strong momentum in its core nuclear power business and improved profitability across both its Nuclear and Safety and Medical segments. Management attributed the quarters performance to robust organic growth in the nuclear end market accelerated orders for small modular reactors (SMRs) and continued margin expansion through procurement initiatives. CEO Tom Logan emphasized that approximately XX% of Mirions nuclear revenue derives"  
[X Link](https://x.com/fundmyfund/status/1985015293211824265)  2025-11-02T16:05Z 7821 followers, XXX engagements


"Blast from the past $FSLY held support Rarely in this one as it usually falters on fundamentals during earnings But something is up Nothing amazing in the print but price action is very good for a tech co didn't break its earnings gap Shares of edge cloud platform Fastly jumped XXXX% in the morning session after the company reported third-quarter financial results that surpassed expectations and provided a strong outlook. The edge cloud platform provider announced total revenue of $XXXXX million an increase of XXXX% from the previous year and ahead of analysts' estimates. Earnings were also a"  
[X Link](https://x.com/fundmyfund/status/1993299130198671602)  2025-11-25T12:42Z 7823 followers, XXX engagements


"$VIAV a lot of good buzzwords and some growth to boot. Love when the charts point you to the fundamentals"  
[X Link](https://x.com/fundmyfund/status/1993348420069999034)  2025-11-25T15:57Z 7821 followers, XXX engagements


"$FSLY rare bird in tech"  
[X Link](https://x.com/fundmyfund/status/1993395165151871117)  2025-11-25T19:03Z 7823 followers, XXX engagements


"$LITE What a move - barely a mention on this site. Only about XX sessions below the XX ema since May breakout. It is now going into that XX degree move $SNDK did before the general market correction"  
[X Link](https://x.com/fundmyfund/status/1994566375096885699)  2025-11-29T00:37Z 7820 followers, 2055 engagements


"$SYM ok I don't feel so bad about how $LITE acted today. They are doing some nasty things out there today. Gross"  
[X Link](https://x.com/fundmyfund/status/1995942376876216381)  2025-12-02T19:45Z 7820 followers, 1922 engagements


"$CRSP might be up over XX charts that look like this after today Speculation is back in style baby"  
[X Link](https://x.com/fundmyfund/status/1996658135243936081)  2025-12-04T19:09Z 7820 followers, XXX engagements


"Rolled some amount of profits into $CRDO today --- was my X big red stain. Will see how it reacts vs X ema tomm and then make decisions. Maybe algos undercut X ema to run stops like they did $LITE yest. I thought $AMPX $LPTH $CRDO probably the X best earning reports this cycle - probably missing someone as read through so many reports but $CRDO was the only of the X at huge scale. But --- only price matters in the end. If institutions want to collect shares they will do any # of shenanigans. If stopped I would expect to be back in shortly. Currently underwater -3.8%"  
[X Link](https://x.com/fundmyfund/status/1996682176650215805)  2025-12-04T20:45Z 7820 followers, 1374 engagements


"$LITE $10M to $100M then to infinity and beyond"  
[X Link](https://x.com/fundmyfund/status/1997318510976881080)  2025-12-06T14:53Z 7821 followers, 2076 engagements


"$CRDO Wow. I thought the $LITE conf call was bullish. This one even beats that one. The stock has been misbehaving since the massive earnings but it has come a long way YTD and once it settles in it should be good to go whenever that may be. But wow. Some people are going to retire on this stock if they hit on all objectives next 3-5 years. This does luckily have a 2X ETF $CRDU so can turbo charge. It will at some point get hit hard when lemmings sell when their QoQ growth falls from XXX% to XXX% (which will still be insane numbers). Will be a good time to squirrel some away long term when"  
[X Link](https://x.com/fundmyfund/status/1997712580119232995)  2025-12-07T16:59Z 7821 followers, 1947 engagements


"Deepest dives this year i.e. dove to the SEC filings and in X cases asking the secretary for weekly print out of CEO lunch: $LPTH $RCAT $DPRO $UMAC $ONDS $FCEL $LASR $KOPN $LITE $CRDO* $AVAV $KRMN $AMPX $CCCX $AXTI* $VICR $KRKNF $NRGV $DRO (RIP) *this weekend Feel like I am missing a few; time flies. Probably another XX I know a lot about but didn't go past website material and interviews"  
[X Link](https://x.com/fundmyfund/status/1997756425297330573)  2025-12-07T19:53Z 7821 followers, XXX engagements


"$COHR getting pulled up by sector as its revenue growth so far has lagged group But only price matters. I should have stayed in this one"  
[X Link](https://x.com/fundmyfund/status/1998049721261154702)  2025-12-08T15:19Z 7821 followers, XXX engagements


"$ONDS is now the the #1 meme for $MEME ETF I never know how to react to this - i.e. should you be offended by being on their holding list I only caught this as I was looking to see if any news was out there for $BE Which somehow is #2. It's a legit co. 🙄 I can at least understand some of the other ones on the list"  
[X Link](https://x.com/fundmyfund/status/1998052951726633288)  2025-12-08T15:32Z 7821 followers, 2052 engagements


"$DPRO stuck in this range. Needs to get over green to have a chance for any run"  
[X Link](https://x.com/fundmyfund/status/1998055467889951013)  2025-12-08T15:42Z 7821 followers, 1205 engagements


"$LITE fireside chat this morning at Raymond James (30 min) Very educational if you are into the whole "learning" thing. Nothing new financial they didn't disclose in conf call (to be expected). But a good overview of their product lines and opportunities. Bottom line is the industry is supply constrained and should be for at least X years"  
[X Link](https://x.com/fundmyfund/status/1998084705908904032)  2025-12-08T17:38Z 7820 followers, XXX engagements


"Fire Hassett now. Going to be cool to see Trump try to rescind the nomination and then try to fire a Fed chief in real time if this is even 1/4 true. He wants to direct Fed policy - anything less will leave to all sorts of litigation and warfare. Supreme Court has a carve out for Fed firing - everything else they ruled exec can fire. But not Fed. If this is reality - all sorts of volatility is coming next year as Trump goes to war vs his appointment not understanding X person doesn't dictate the policy"  
[X Link](https://x.com/fundmyfund/status/1998263675098914824)  2025-12-09T05:29Z 7821 followers, XXX engagements


"$AXTI selling another tranche $13.10s in pre Won't sell any other as I am half sized now unless it rockets during day. Will look to rebuy under $XXXXX today if it gets there. It has that sort of volatility"  
[X Link](https://x.com/fundmyfund/status/1998371522965348681)  2025-12-09T12:37Z 7821 followers, XXX engagements


"$COHR remains beast"  
[X Link](https://x.com/fundmyfund/status/1998405257664037373)  2025-12-09T14:51Z 7821 followers, XXX engagements


"It is actually pretty amazing what they are doing here post probably the best earnings report this cycle; certainly amongst the wide swatch of companies I follow. $CRDO I wish the stonk was lower priced or I'd be doing the 2028 thing here . $8000+ PPS individual call options not my thing. I feel bad for anyone who doesn't follow men's astrology and wondering what the hell is going on. Gotta wait for the price to work with the story. It's not that time yet"  
[X Link](https://x.com/fundmyfund/status/1998437233448059000)  2025-12-09T16:59Z 7821 followers, XXX engagements


"The all-environment Puma delivers unmatched portability modular adaptability and precision targeting in a compact Group X UAS platform for both land and maritime operations. The platform offers secondary payloads third-party application integrations and multi-mission capabilities for day night and low-light operations in extreme environments. The Puma VTOL Kit Puma VNS (Visual Navigation System) Laser Target Designator and Universal Gimbal Kit expand operational capabilities. Raven is the most widely deployed sUAS in the world. It is designed for rapid deployment and high mobility in military"  
[X Link](https://x.com/fundmyfund/status/1998471293000204599)  2025-12-09T19:14Z 7821 followers, XXX engagements


"$PCT Polypropylene recycling for the win As Benjamin Graham always said. PureCycle Technologies said Tuesday it has raised $XXX million from new and existing investors and partnered with IRPC to build a 130-million-pound ($176.3 million) polypropylene recycling line in Rayong Thailand. The funding was raised through series B convertible perpetual preferred stock which has a XX% premium conversion price and X% annual dividends with closing expected by Friday. Meanwhile construction of the Thailand plant is set to begin in late 2025 with operations expected by mid-2027. PureCycle also plans a"  
[X Link](https://x.com/fundmyfund/status/1934959159524442279)  2025-06-17T12:59Z 7808 followers, 6642 engagements


"Narrower market for sure but still lots of setups $CALX"  
[X Link](https://x.com/fundmyfund/status/1955329476193083841)  2025-08-12T18:04Z 7804 followers, XXX engagements


"$CALX continues up"  
[X Link](https://x.com/fundmyfund/status/1955624871381348614)  2025-08-13T13:37Z 7804 followers, XXX engagements


"$IDR up and out - baby rare earth complex Not in this one"  
[X Link](https://x.com/fundmyfund/status/1971575057572073493)  2025-09-26T13:58Z 7812 followers, 1276 engagements


"$JAZZ a month later. After consolidating the August move it's now on a new move. Day X breakout No room for it myself"  
[X Link](https://x.com/fundmyfund/status/1975156806969381356)  2025-10-06T11:10Z 7804 followers, 1306 engagements


"$BLDP did exit it Fri but I have tight stops. It is not doing much wrong here. In the fuel cell energy area with $FCEL $BE"  
[X Link](https://x.com/fundmyfund/status/1978121856365244553)  2025-10-14T15:32Z 7821 followers, 1315 engagements


"$BLDP "I like.gif""  
[X Link](https://x.com/fundmyfund/status/1978179086087282907)  2025-10-14T19:20Z 7821 followers, 1321 engagements


"$PEGA is back. See if it can flag and tighten up this week. Low-code automation software company Pegasystems. Revenue: $XXXXX million vs analyst estimates of $XXXXX million (17.3% year-on-year growth XXX% beat) GenAI Blueprint is the star driving the companys impressive Pega Cloud growth. Blueprint helps customers design internal applications faster than they could using AI. The tools created by Blueprint then predictably automate tasks following guidelines set up by humans. Pega argues that this allows its AI agents to provide consistent customer results. AI agents not built in this way can"  
[X Link](https://x.com/fundmyfund/status/1982450895599304744)  2025-10-26T14:15Z 7822 followers, 1184 engagements


"$LC gap up on earnings - lets see if it can flag a bit this week ** Shares of consumer lender LendingClub up XXX% to $XXXXX on Thurs after Q3 rev surpassed expectations and JP Morgan turned bullish ** San Francisco California-based firm late Weds said rev rose XX% yr/yr to $XXXXX mln above consensus view of $XXXXX mln ** Q3 loan originations grew XX% from a year ago to $XXX bln and pre-provision net revenue (PPNR) increased XX% to $XXXXX mln ** JP Morgan upgraded LC to 'overweight' from 'neutral' and boosted PT by $X to $XX highest on Wall Street saying LC "approaching an inflection" ** Loan"  
[X Link](https://x.com/fundmyfund/status/1982454922298958180)  2025-10-26T14:31Z 7804 followers, XXX engagements


"$ETSY was actually a nice chart going into earnings. News changes things. I am at a loss how this company doesn't just print money"  
[X Link](https://x.com/fundmyfund/status/1983525926647529864)  2025-10-29T13:26Z 7811 followers, XXX engagements


"$AVAV Now has $AVXX if you are into those sort of things"  
[X Link](https://x.com/fundmyfund/status/1983537185119989839)  2025-10-29T14:11Z 7805 followers, 1060 engagements


"$CALX got earnings out of the way Wed. Little discussed name on this platform. *********** For the third quarter of 2025 revenue was $XXXXX million representing an increase of XX% from the prior quarter and an increase of XX% compared with the same quarter a year ago. We saw robust broad-based demand from our BXP customers as well as the urgent need for appliances as we continue to take footprint from legacy box vendors. Experience Edge revenue increased by XX% and XX% from the prior quarter and year ago quarter respectively primarily due to our BXP customers focus on the subscriber"  
[X Link](https://x.com/fundmyfund/status/1985009756445261981)  2025-11-02T15:43Z 7804 followers, XXX engagements


"$VICR it is a topping tail but considering brethren getting jumped in dark alley this ain't bad. A very very interesting co"  
[X Link](https://x.com/fundmyfund/status/1985383540846928284)  2025-11-03T16:28Z 7805 followers, XXX engagements


"$VICR still great str here"  
[X Link](https://x.com/fundmyfund/status/1985728809623306691)  2025-11-04T15:20Z 7805 followers, XXX engagements


"$NVT did undercut gap low but didn't fill gap. Something like this will probably annualize 23-28% a year next X years quietly off the side during the electric grid upgrade cycle and most of us will be trading 40x a week to try to match that 😅"  
[X Link](https://x.com/fundmyfund/status/1986173199282020516)  2025-11-05T20:46Z 7816 followers, XXX engagements


"FLIR is embedded inside $TDY (acquired in 2021). Right now it is the star business line for Teledyne. "record new orders" "backlog growth" I wonder who that bodes well for. ************** Teledynes third quarter was marked by revenue and non-GAAP profit exceeding Wall Street expectations though the market responded negatively to the results. Management attributed the performance to robust defense-related businesses growth in unmanned systems and a recovering short-cycle commercial segment. CEO Robert Mehrabian highlighted Our strong portfolio always protects us from market turbulence while"  
[X Link](https://x.com/fundmyfund/status/1987859006639988886)  2025-11-10T12:24Z 7812 followers, 1955 engagements


"More deets on $PLUG If $PLUG $BLDP $FCEL can't make hay the next 2-3 years with the desperation for power they will never turn things around. These guys have been around for decades. $BE is king - hopefully one of these can at least move up to be joker of the court. ******************* Plug Power PLUG expects to generate more than $XXX million by monetizing assets releasing restricted cash and lowering maintenance expenses it said on Monday as the hydrogen fuel cell maker shifts focus to higher-return opportunities and the fast-growing data center market. The company signed a non-binding"  
[X Link](https://x.com/fundmyfund/status/1987921763540378089)  2025-11-10T16:34Z 7821 followers, XXX engagements


"$AGX another electrification play - day X of breakout without immediate failure Have to go relook at their last earnings h/t Justin on this one"  
[X Link](https://x.com/fundmyfund/status/1988695762348511234)  2025-11-12T19:49Z 7816 followers, XXX engagements


"$BLDP showing some life as a business. +120% revenue growth. Gross margin up to 15%. But if you are a growth stock it doesn't matter right now. Down to XX day. Will be an area of focus go forward as this should be the golden era for hydrogen fuel cell. Have some 2028 calls in $FCEL underwater now. **************** Ballard Power Systems logged a narrowed loss in the third quarter thanks to its heavy-duty mobility segment driving revenue higher. The Canadian hydrogen fuel cell technology company on Thursday reported a narrowed loss from continuing operations of $XXXX million or X cents a share"  
[X Link](https://x.com/fundmyfund/status/1988984436658991365)  2025-11-13T14:56Z 7821 followers, 1625 engagements


"$FCEL should be in absolute free fall along with all these growth stonks. It isn't. Says something. I have underwater XX & XX LEAPs small. Looking to add sooner rather than later based on $BLDP $BE earnings. Was actually waiting for it to crash a bit but it hasn't. Speculative"  
[X Link](https://x.com/fundmyfund/status/1988992169126797651)  2025-11-13T15:27Z 7821 followers, XXX engagements


"Still very interested in $VICR - not in it currently"  
[X Link](https://x.com/fundmyfund/status/1989349640278536462)  2025-11-14T15:08Z 7803 followers, XXX engagements


"$VICR DD 👇"  
[X Link](https://x.com/fundmyfund/status/1989349743261258190)  2025-11-14T15:08Z 7803 followers, XXX engagements


"$PUMP holding up well as it gets re-rated along with $LBRT - holding its gap so far. **************** Oil services companies have also been unlikely winners from this trend. Both Liberty Energy and ProPetro best known for their expertise in hydraulic fracturing or fracking have jumped headlong into the data- center game. They have access to turbines through their oil businesses and are planning to use them to serve tech companies. Before this their stocks were in the dumps because of a slowdown in oil drilling. But in recent weeks they have started inking data-center deals and the stocks are"  
[X Link](https://x.com/fundmyfund/status/1989750283552039282)  2025-11-15T17:40Z 7802 followers, 1588 engagements


"They wouldn't dare gap fill would they $AVAV If they do it has the 2X ETF $AVXX Get the 2X on that fill and lose the password for X years. With recent Blue Halo purchase it has turned into a XX% YoY grower (trailing X quarters) It's last quarter $455M v $190M - a casual +140%. (Quarters will be lumpy but you get the drift - maybe one lumpy quarter fills that gap "slower growth OMG SELL IT ALL BURN IT TO THE GROUND") Used to be a stodgy slow growth drone name before drones were cool. Now it is a lot of things - air land sea space cyber. Will get re-rated in time. On my estimated XX sales it is"  
[X Link](https://x.com/fundmyfund/status/1989838749253947486)  2025-11-15T23:31Z 7805 followers, 2148 engagements


"I don't know what the heck is going on with spine stocks but this joins the other X I have been highlighting the past X weeks $GMED Best case this goes sideways a bit here and then we get a new leg up to let moving averages catch up and build a small base. ************** Globus Medical stock was headed for its largest same-day percentage increase on record Friday and analysts expect the gains to continue. A boost to its full-year outlook was lifting shares on Friday. Globus Medical guided for adjusted earnings between $XXXX and $XXXX a share up from $X to $XXXX. Analysts polled by FactSet"  
[X Link](https://x.com/fundmyfund/status/1990070604305731704)  2025-11-16T14:53Z 7802 followers, XXX engagements


"Don't see anything amazing in the results but they like the stock. And correct sector. $PTCT Overview PTC Therapeutics Q3 revenue rises to $XXX mln helped by Sephience launch PTC reports Q3 net income of $XXXX mln reversing previous year's loss of $XXXXX mln Outlook PTC expects full-year 2025 revenue of $XXX mln to $XXX mln Company projects 2025 GAAP R&D and SG&A expenses of $XXX mln to $XXX mln PTC anticipates 2025 non-GAAP R&D and SG&A expenses of $XXX mln to $XXX mln Result Drivers SEPHIENCE LAUNCH - Strong initial uptake of Sephience with $XXXX mln in Q3 revenue and XXX start forms in the"  
[X Link](https://x.com/fundmyfund/status/1990083186701828605)  2025-11-16T15:43Z 7802 followers, 1271 engagements


"$DIBS never heard of the website; usually screen for $X and above so just hit my radar Overview 1stdibs Q3 revenue rises X% yr/yr beating analyst expectations Company reports Q3 net loss of $XXX mln improved from $XXX mln loss last year Gross margin improves to XXXX% from XXXX% in Q3 2024 Board previously authorizes $XX mln share repurchase program Outlook Company expects Q4 2025 GMV between $XX mln and $XX mln forecasts Q4 2025 net revenue of $XXXX mln to $XXXX mln Company anticipates Q4 2025 Adjusted EBITDA margin of X% to X% Result Drivers STRATEGIC REALIGNMENT - CEO David Rosenblatt"  
[X Link](https://x.com/fundmyfund/status/1990086710126883100)  2025-11-16T15:57Z 7809 followers, 1405 engagements


"Going to start tracking $BLDP closer - same fuel cell space as $BE $FCEL but a focus on transportation things rather than say data centers like the other X. So doesn't quite have the same tailwinds but they did get a huge revenue spike this quarter. And their stationary business (not mobile) did get a spike of XXX% (but off a tiny base) YoY to $3.8M. Like $FCEL it's been lost in the wilderness for decades. But maybe the time is now for these X. These are some pretty impressive metrics but they picked an awful time to report them in terms of the hate for growth right now. First really nice"  
[X Link](https://x.com/fundmyfund/status/1990097796150481229)  2025-11-16T16:41Z 7821 followers, 1133 engagements


"Very interesting deep dive into $METC rare earth claims and @WolfpackReports short campaign vs the company. Sounds like Wolfpack is the real deal. Ramacos Rare Earth Claims Draw Fierce Scrutiny From Geologists Short-Sellers"  
[X Link](https://x.com/fundmyfund/status/1990491731184529880)  2025-11-17T18:46Z 7803 followers, 1768 engagements


"$METC Then when Dan David founder of Wolfpack Research started hearing about the Brook Mine he was reminded of some other coal mines in China that were pitching themselves to American investors. In the 2018 documentary The China Hustle David takes on a variety of Chinese companies that pumped up their values with fraudulent claims then left investors holding the bag when the companies stock value plummeted. David features prominently in the film as one in a group of skeptical analysts who rely on surveillance video to reveal fraudulent over-valued coal mines and factories. The images"  
[X Link](https://x.com/fundmyfund/status/1990492703927287989)  2025-11-17T18:50Z 7804 followers, XXX engagements


"$METC -XX% on a day $MP and other rare earths popped. Another bad sign. That gap fill seems a near certainty"  
[X Link](https://x.com/fundmyfund/status/1991179176884236757)  2025-11-19T16:18Z 7804 followers, XXX engagements


"I am contemplating whether this storage/memory trade is tuckered out for now $MU and this is a good short. It looks like it chart wise. Has $MUD for 1x short in long only accounts or can short $MUU 2x Down on a huge green day. X ema curling down. Carried the weight of the entire mkt there. Money rotating. The story should be told in next few days once the AI bounce recedes. Do they go back to these names then or are they out of juice"  
[X Link](https://x.com/fundmyfund/status/1991524173135450225)  2025-11-20T15:08Z 7805 followers, 1612 engagements


"$GH I am happy they didn't rotate out of the $IBB $XBI stuff as I thought that may happen as the lemmings rotate into the AI trade. The fact they STAYED in these tells me this has a good chance to be sustained and won't fall over once tech gets back in favor. Bio has been so out of favor for so many years - but it can act like tech. It just hasn't in a long time. Maybe 2026 is the year. ( $GH is more "medical testing" than bio but you get the gist)"  
[X Link](https://x.com/fundmyfund/status/1991537216812666908)  2025-11-20T16:00Z 7822 followers, XXX engagements


"$DPRO holding up amazing all things considered"  
[X Link](https://x.com/fundmyfund/status/1991563382768701568)  2025-11-20T17:44Z 7816 followers, 1635 engagements


"$KTOS your 2026-2028 Golden Dome plays are only willing to sell off so far"  
[X Link](https://x.com/fundmyfund/status/1991575510791713096)  2025-11-20T18:32Z 7803 followers, 1273 engagements


"Brooooo. a tech stock finally And one from the 1990s no less $AKAM"  
[X Link](https://x.com/fundmyfund/status/1991708777041785254)  2025-11-21T03:22Z 7812 followers, 1577 engagements


"About 6-8 non bio/medical/therapeutic out there and they don't have the greatest charts but aren't rolling over $DPRO $EOSE That's it if you are only looking at tech/growth this looks like Armageddon. I don't know how long this sector move continues in medical things but until it changes it's really the only long place to be. $IBB $XBI $LABU"  
[X Link](https://x.com/fundmyfund/status/1991839754388734105)  2025-11-21T12:02Z 7816 followers, 2425 engagements


"$AKAM a rare bird in tech"  
[X Link](https://x.com/fundmyfund/status/1991844507583955106)  2025-11-21T12:21Z 7812 followers, XXX engagements


"$FTI another non bio"  
[X Link](https://x.com/fundmyfund/status/1991845259131646316)  2025-11-21T12:24Z 7815 followers, XXX engagements


"$VICR is still holding its earnings gap despite being in tech Maybe they break it if this continues but the rel str is apparent vs peers"  
[X Link](https://x.com/fundmyfund/status/1991853224161386866)  2025-11-21T12:56Z 7803 followers, XXX engagements


"$GH Started off the X ema"  
[X Link](https://x.com/fundmyfund/status/1991883372311068743)  2025-11-21T14:56Z 7822 followers, XXX engagements


"$ILMN still flagging Tried to come out yest"  
[X Link](https://x.com/fundmyfund/status/1991904070068511168)  2025-11-21T16:18Z 7810 followers, XXX engagements


"$GMED off the X ema this morning. Went with other names but same themes"  
[X Link](https://x.com/fundmyfund/status/1991921559607648663)  2025-11-21T17:28Z 7802 followers, XXX engagements


"28 LEAP buys today - small: $DPRO $KOPN $AMPX Not merchandise for trading will review Halloween 2027 as long as companies continue to execute. Already had started first X first foray for the latter. These are low price stocks so easier to buy LEAPs than the things that are $40-$80 which cost an arm and a leg. Have some $FCEL in this category. $UMAC $RCAT $ONDS candidates in time. $LASR $KRMN $LPTH don't have anything past XX atm"  
[X Link](https://x.com/fundmyfund/status/1991927625716027682)  2025-11-21T17:52Z 7816 followers, XXX engagements


"So far so good $GH "Very nice""  
[X Link](https://x.com/fundmyfund/status/1991955050068086809)  2025-11-21T19:41Z 7822 followers, 1209 engagements


"$AKAM a rare setup in tech"  
[X Link](https://x.com/fundmyfund/status/1992750146820644877)  2025-11-24T00:20Z 7812 followers, XXX engagements


"$GMED the spines have it. Great risk/reward vs X ema entry Fri. I had other things in same vein"  
[X Link](https://x.com/fundmyfund/status/1992753417710653471)  2025-11-24T00:33Z 7802 followers, XXX engagements


"$GH started off the X ema Fri. So far so good"  
[X Link](https://x.com/fundmyfund/status/1992971587897692179)  2025-11-24T15:00Z 7822 followers, XXX engagements


"$DPRO of the X this one has at least some life to it. If it can pop up out of the top of this triangle it would be a positive. If it falls out of the bottom not so much. The triangle will tighten by the day so we should have a resolution sooner rather than later. Only one with a punching chance at this time barring a specific news item for an individual company or the group"  
[X Link](https://x.com/fundmyfund/status/1992994245540819410)  2025-11-24T16:30Z 7816 followers, 1669 engagements


"$DPRO news from last week Draganfly Secures Strategic International Military Order for Commander X. via @YouTube"  
[X Link](https://x.com/fundmyfund/status/1993076217478828055)  2025-11-24T21:56Z 7816 followers, 1117 engagements


"What a nice non volatile run $PTCT Never got in this one"  
[X Link](https://x.com/fundmyfund/status/1993294524798714057)  2025-11-25T12:23Z 7802 followers, XXX engagements


"$VIAV Don't trust orange breakout line Do trust green breakout line If it holds on the day will probably be in shortly. It didn't fill ER gap"  
[X Link](https://x.com/fundmyfund/status/1993334327917281340)  2025-11-25T15:01Z 7821 followers, 1348 engagements


"$RCUS there she goes b/o yest Not in"  
[X Link](https://x.com/fundmyfund/status/1993338760105488827)  2025-11-25T15:19Z 7803 followers, XXX engagements


"$ONDS $DPRO continue to be the only winners this year in the group $UMAC $RCAT $UAVS"  
[X Link](https://x.com/fundmyfund/status/1993353375287558369)  2025-11-25T16:17Z 7817 followers, 2281 engagements


"$DPRO continues to show the most life of the X directly in the drone mfg sub sector. Adding a XX LEAP here or there on the bad days. The closest to clearing the XX ema. Got the gap fill out of the way"  
[X Link](https://x.com/fundmyfund/status/1993353737503752290)  2025-11-25T16:19Z 7816 followers, XXX engagements


"What's turning first .(2 of 2) Hot names from early October who are the first to reverse back up through the XX ema. (and not below XX day) In "Space or adjacent" - nothing. $BKSY is near the XX ema but all of these are still below their XX days so the chart structure is still poor. Doesn't mean these cannot rally significantly just they stunk for so long their structure is upside down i.e. XX below XX In rare earth I mentioned $IDR yest but it is mostly a gold play Data center still mostly struggling Quantum still lost in space Nuclear spent the evening at Red Wedding. Fuel cell still dark"  
[X Link](https://x.com/fundmyfund/status/1993655701793599869)  2025-11-26T12:18Z 7812 followers, XXX engagements


"$ILMN out of base"  
[X Link](https://x.com/fundmyfund/status/1993663995606339897)  2025-11-26T12:51Z 7810 followers, XXX engagements


"$TNX will be curious how this acts around Fed meeting. Last few times they dropped the XX year going into the rating - all the housing related stuff gets a pop $LDI $UWMC $RKT $ITB - then once the actual cut is announced yields rise and those things roll over. At some point that won't happen and this trade will last more than X weeks but that has been the pattern"  
[X Link](https://x.com/fundmyfund/status/1993687395724595298)  2025-11-26T14:24Z 7804 followers, XXX engagements


"Laggard watch - what do we need to see change $DPRO this isn't terrible - it is hovering below the XX / XX ema which have converged and hopefully building strength to push through in near future. Over those resistances and we have something. Over $XXXX (higher orange line) and holding it and trend change should be confirmed. If and when. Why would you buy at $X when you can buy at well below $X. Well that's the story of falling knives and opportunity cost you can study or experience in hundreds of stocks. "Higher is safer" is a good concept if you believe in tight stops"  
[X Link](https://x.com/fundmyfund/status/1993735347230921195)  2025-11-26T17:35Z 7816 followers, 1814 engagements


"Been a few years since mentioned this one. $ACAD Breakout"  
[X Link](https://x.com/fundmyfund/status/1993776891766165845)  2025-11-26T20:20Z 7821 followers, XXX engagements


"$DPRO might do a MACD cross Friday if it can hold up price wise"  
[X Link](https://x.com/fundmyfund/status/1993860641891700797)  2025-11-27T01:53Z 7816 followers, 2142 engagements


"$WULF TeraWulf CEO: Google has an in-house expert at every stage of value chain via @YouTube"  
[X Link](https://x.com/fundmyfund/status/1994039756179869925)  2025-11-27T13:44Z 7811 followers, XXX engagements


"While looking thru the $DRS story line these quotes came up from earlier earnings call. @BussinBiotech has mentioned them before. Lightpath's European sales were its largest geographic jump last quarter. $LPTH remains a ridiculous market valuation with all the tailwinds and moat it has. "mid term diversification" "alternative sourcing" ********************** Kristine Liwag (Morgan Stanley) inquired about the germanium sourcing strategy and inventory outlook. CEO William Lynn discussed short-term reliance on buffer stock and recycling with mid-term diversification away from China. Michael"  
[X Link](https://x.com/fundmyfund/status/1994392834494054555)  2025-11-28T13:08Z 7821 followers, 1432 engagements


"$ANVS is just mocking me at this point"  
[X Link](https://x.com/fundmyfund/status/1994424420660547653)  2025-11-28T15:13Z 7815 followers, XXX engagements


"November was a negative month by a margin. Snaps X month winning streak which probably never happened before. (don't track that very closely) Month was lost in day X and X then another round mid month with legacy positions. My X "fundamental" holds were the main culprit this month. I would have been out of both of those Oct 14-15 if I treated them like everything else and only traded based on chart. And November would have been positive. 1) $LPTH was for some reason thrown in with the speculative growth stocks despite a price to sales ratio akin to a paper towel company. As I am heavy on June"  
[X Link](https://x.com/fundmyfund/status/1994476724147429736)  2025-11-28T18:41Z 7816 followers, 2169 engagements


"$SNDK +440% return in XXX months Got into a double top and then you exit on the break of the XX ema mid Nov for about 320%. Not bad work. Really not talked that much about here as most are focused on the same XX stonks. Crazy move"  
[X Link](https://x.com/fundmyfund/status/1994567249836060785)  2025-11-29T00:41Z 7816 followers, XXX engagements


"$VRDN a flag on top of a flag; these are great if they trigger. Own this"  
[X Link](https://x.com/fundmyfund/status/1995145321840546271)  2025-11-30T14:58Z 7804 followers, 1127 engagements


"$LBRT getting a rerating and grift association as tentacles with Sect Energy Wright"  
[X Link](https://x.com/fundmyfund/status/1995153597013663942)  2025-11-30T15:31Z 7803 followers, XXX engagements


"$DPRO a break north of $XXXX coincident with a MACD crossover would be positive"  
[X Link](https://x.com/fundmyfund/status/1995159132958269676)  2025-11-30T15:53Z 7816 followers, 1352 engagements


"$KEYS not the most massive revenue growth but a nice gap on earnings while no one was paying attention and a $1.5B share repurchase plan. Would like to see this go sideways a bit and hold its ER gap. ********************* Keysights core investment thesis is best understood through the classic pick-and-shovel analogy. During the gold rush the most consistent profits were made by selling the essential tools. Keysight functions as that tool provider for the modern tech boom supplying the critical electronic design and testing equipment that all companies in the AI semiconductor and"  
[X Link](https://x.com/fundmyfund/status/1995163915555119204)  2025-11-30T16:12Z 7815 followers, XXX engagements


"What a photo; looks like the inside of a spider web $RCAT $DPRO $UMAC Meanwhile back at the fort this drone dominance thing will start up . well when we get around to it. BUT WE HAVE EXECUTIVE ORDERS YOU GUYS YEAH Russia Gains the Upper Hand in the Drone Battle Once Ukraines Forte - Moscows military has gotten better at using the wars deadliest weapons: small cheap drones h/t Sam Rubin"  
[X Link](https://x.com/fundmyfund/status/1995313354764595505)  2025-12-01T02:05Z 7823 followers, XXX engagements


"@madcap_cap @KairosPraxis the multiple would explode Its a low multiple stock because the high multiple part of the business is hidden with the negative growth parts. Company A with $50M in sales growing XX% a year will be valued higher than company B with $85M in sales at X% growth"  
[X Link](https://x.com/fundmyfund/status/1995314840861102260)  2025-12-01T02:11Z 7821 followers, XX engagements


"$ONDS nice to see a company who has. orders"  
[X Link](https://x.com/fundmyfund/status/1995498506212216859)  2025-12-01T14:21Z 7817 followers, 1922 engagements


"Your energy secretary's company. $LBRT"  
[X Link](https://x.com/fundmyfund/status/1995507479820837250)  2025-12-01T14:57Z 7802 followers, XXX engagements


"$LITE smashed 5%. not even at X ema"  
[X Link](https://x.com/fundmyfund/status/1995509138076676501)  2025-12-01T15:03Z 7805 followers, 1817 engagements


"$LITE now at HOD Should really be in $LITE biotech and gold miners/silver atm. Instead I am off doing other side quests"  
[X Link](https://x.com/fundmyfund/status/1995520258845897016)  2025-12-01T15:47Z 7803 followers, XXX engagements


"$KRKNF krakhead news wen uplist 🦑"  
[X Link](https://x.com/fundmyfund/status/1995829787542372394)  2025-12-02T12:17Z 7811 followers, XXX engagements


"$NOK is in the drone business $AMPX"  
[X Link](https://x.com/fundmyfund/status/1995861302192078984)  2025-12-02T14:23Z 7810 followers, XXX engagements


"$VRT has $VRTL This read thru from $CRDO should help a nice niche of data center names"  
[X Link](https://x.com/fundmyfund/status/1995865255034192387)  2025-12-02T14:38Z 7811 followers, XXX engagements


"$LITE adding some each time it touches X ema or X ema Will consider change of tactic on break of X ema Until then it's a TML"  
[X Link](https://x.com/fundmyfund/status/1995868872793358505)  2025-12-02T14:53Z 7804 followers, 1524 engagements


"$VICR portfolio currently full so don't have room but this one continues to act great and looks like a great 2026 ahead on the royalties play"  
[X Link](https://x.com/fundmyfund/status/1995874975019155677)  2025-12-02T15:17Z 7809 followers, XXX engagements


"$LITE shaking her hard this morning Break of blue would be less than ideal and have to reduce near term"  
[X Link](https://x.com/fundmyfund/status/1995879616473632813)  2025-12-02T15:35Z 7804 followers, 1053 engagements


"$GMED nothing turrible but some of these spine names finally coming in. Would like to see a rebase build flag and then maybe we get the next move"  
[X Link](https://x.com/fundmyfund/status/1995881769623810420)  2025-12-02T15:44Z 7802 followers, XXX engagements


"Did reduce $LITE now on the persistent weakness. Gave it a few hours to see if it was just a quick algo shake to run stops but it has been all morning. Very annoying but that is trading. Will have to exit on break of X ema. Surprising how weak it is as all things that are good for $CRDO are good for $LITE in the macro sense despite different niches. After the $RCAT debacle of 2025 only will keep room in portfolio for ONE position that is not technically based and that is $LPTH Everything else no matter how much I like it I have to respect price"  
[X Link](https://x.com/fundmyfund/status/1995898781741842492)  2025-12-02T16:52Z 7802 followers, XXX engagements


"Added some back Firm stop below X ema for all of it now $LITE Felt like an algo run but usually they don't last for so many hours which is what got me on this. They did the same sh** to $LASR yesterday but it was for XX minutes. If it recaptures yesterday's low of mid $306s I will add more back. Trading in real time. Not furu style"  
[X Link](https://x.com/fundmyfund/status/1995913387012714562)  2025-12-02T17:50Z 7802 followers, XXX engagements


"$MDB also a doji like $CRDO Same analysis for both - see how they are sitting in a week's time. If they can hold today's LOD while waiting for MAs to catch up that would be a positive for both/either"  
[X Link](https://x.com/fundmyfund/status/1995927697160372397)  2025-12-02T18:47Z 7815 followers, XXX engagements


"$LITE recaptured yesterday's low. Nice algo shake today - lasted longer than usual so they got me for a partial sell of stake. Now back to where I was at start of day cost me a few sheckles for the pleasure"  
[X Link](https://x.com/fundmyfund/status/1995933962087399722)  2025-12-02T19:11Z 7812 followers, XXX engagements


"Money truly makes the world go 'round. Chinese Rare-Earth Dealers Find Ways to Dodge Beijings Export Restrictions $MP $CRML $USAR Chinese companies are experimenting with workarounds aimed at keeping magnet sales to Western buyers humming The companies are tweaking magnet formulas to avoid using certain restricted rare-earth elements and devising other strategies to get powerful magnets out of the country like embedding them in motors according to employees of several large Chinese magnet companies and Western firms that buy from them. The strategieswhich are legaldont work perfectly and the"  
[X Link](https://x.com/fundmyfund/status/1995941099102261736)  2025-12-02T19:40Z 7802 followers, 1231 engagements


"$LBRT when the Sect of Energy is on your side"  
[X Link](https://x.com/fundmyfund/status/1995952863122784457)  2025-12-02T20:27Z 7802 followers, XXX engagements


"I appear to be a L man of late $LASR $LPTH $LITE top X positions $LASR they shook the tree hard Monday with a big gap down and -X% at the open. Holding the faith as I compare this chart to fav $KRMN $KTOS and $AVAV Not the same co as those are end product companies while this is more supplier-ish w/ some end product but cheapest of the bunch and chart is acting way better"  
[X Link](https://x.com/fundmyfund/status/1996042421193281855)  2025-12-03T02:22Z 7802 followers, 1029 engagements


"$KRMN not ready"  
[X Link](https://x.com/fundmyfund/status/1996042428437217350)  2025-12-03T02:22Z 7803 followers, XX engagements


"$KTOS broke XXX day - bad"  
[X Link](https://x.com/fundmyfund/status/1996042431469682827)  2025-12-03T02:22Z 7803 followers, XXX engagements


"Biotech X day correction took out a lot of names actually. $IONS is standing out"  
[X Link](https://x.com/fundmyfund/status/1996046517749326174)  2025-12-03T02:39Z 7804 followers, XXX engagements


"Mid week thoughts: Got some good biotech shakeout early this week. Scanning those names to see who is holding the best like $IONS $SVRA Stopped out of most everything in that sector yest to lock in profits; but still circling it until I see a lot of breakdowns past the XX day emas. Looking for those who are holding the X ema on this shakeout. The speculative growth stuff from early October is still weak by and large (quantum battery fuel cell drone nuclear whatever). They gave us $WGMI names for about a week and largely smashed those yest with the $IREN offering. The $CRDO news should have"  
[X Link](https://x.com/fundmyfund/status/1996194597488283672)  2025-12-03T12:27Z 7802 followers, XXX engagements


""Held up well during X day selloff in biotech" screen $QNCX sub $5"  
[X Link](https://x.com/fundmyfund/status/1996198985317364217)  2025-12-03T12:45Z 7803 followers, XXX engagements


"$ACAD continued strength - broke out last week"  
[X Link](https://x.com/fundmyfund/status/1996199861948142049)  2025-12-03T12:48Z 7821 followers, XXX engagements


"$HRMY "Held up well during X day selloff in biotech" screen"  
[X Link](https://x.com/fundmyfund/status/1996202130865361175)  2025-12-03T12:57Z 7811 followers, XXX engagements


"Simply not giving an entry point $ARWR"  
[X Link](https://x.com/fundmyfund/status/1996227059064967663)  2025-12-03T14:36Z 7808 followers, XXX engagements


"Do or die time soon $LITE They are really pressuring last X days"  
[X Link](https://x.com/fundmyfund/status/1996229508425236858)  2025-12-03T14:46Z 7812 followers, XXX engagements


"Should have shorted $SNDK when it stopped going up on good news"  
[X Link](https://x.com/fundmyfund/status/1996232598578675936)  2025-12-03T14:58Z 7817 followers, 1320 engagements


"$LITE X nasty days. Small undercut of X ema today. Will stop on a break of LOD at this point all I am willing to sit thru. Either they just did a stop loss run or it's going to have a bigger pullback soon. We will know soon"  
[X Link](https://x.com/fundmyfund/status/1996234911410213286)  2025-12-03T15:07Z 7803 followers, XXX engagements


"Thank you Secretary Wright for your grift $LBRT"  
[X Link](https://x.com/fundmyfund/status/1996235485904064960)  2025-12-03T15:10Z 7809 followers, XXX engagements


"Went with $QNCX since it pulled back to my alert. $ARWR was the one I wanted the most but it's relentless"  
[X Link](https://x.com/fundmyfund/status/1996237117903552518)  2025-12-03T15:16Z 7805 followers, 2354 engagements


"$APGE pulled back to X ema and go"  
[X Link](https://x.com/fundmyfund/status/1996237622696439888)  2025-12-03T15:18Z 7813 followers, XXX engagements


"$RVMD Strong like ox. Not in"  
[X Link](https://x.com/fundmyfund/status/1996247051860938928)  2025-12-03T15:56Z 7817 followers, XXX engagements


"The $AMKR $DIBS $ARWR portfolio is exactly what they said on financial entertainment TeeVee to be in Of course despite charting them went with other names myself 😅 How it almost always works. Basket of XX names - pick the other X. Probabilities - you can just find the setups and then you never know which ones are going to be the bangers. Furus know of course XXXX% win rate. (sign up for their $XXXXXX monthly discord pls) The rest of us are just left with placing bets on the ponies and hoping the ones we pick win the race. Even 2nd or 3rd place works. Got a lot of 2nds and 3rds this time"  
[X Link](https://x.com/fundmyfund/status/1996250085437350158)  2025-12-03T16:08Z 7805 followers, XXX engagements


"$CELC X tests here of X ema including "close on lows" yest which makes on antsy. Hasn't broke yet. A clearance of about $XXX gets you "up and out" Stalking"  
[X Link](https://x.com/fundmyfund/status/1996258628290961910)  2025-12-03T16:42Z 7815 followers, XXX engagements


"$AMPX trying for 21/50 emas from below. Break above would be very helpful. Will take some steam to do it. Nice to see some life from some of these XX LEAP types Top X earnings report of the cycle"  
[X Link](https://x.com/fundmyfund/status/1996281277218173072)  2025-12-03T18:12Z 7817 followers, XXX engagements


"Lost track of $VERA along the way here in biotech land. Obviously last Thu something good happened"  
[X Link](https://x.com/fundmyfund/status/1996288575269408898)  2025-12-03T18:41Z 7803 followers, XXX engagements


"$DPRO still work to do; bounced off XXX day past few days. Clearance of green line would get it going hopefully"  
[X Link](https://x.com/fundmyfund/status/1996306946488406300)  2025-12-03T19:54Z 7816 followers, 1106 engagements


"$LITE dirty dirty dawgs Its green now Nasty stop run by the algos this morning. Held due to fundamental conviction but was close to parachute this morning. Now you have an U&R. Off the X ema no less"  
[X Link](https://x.com/fundmyfund/status/1996311817337885021)  2025-12-03T20:13Z 7803 followers, XXX engagements


"@johhnyWalkerAZ @grok why is the story with $DTREF and why would Johhny Walker like the stock. Please summarize in X points. Also for consideration would Johnny go visit the headquarters of the company"  
[X Link](https://x.com/fundmyfund/status/1996407527886762070)  2025-12-04T02:33Z 7812 followers, XXX engagements


"@grok @johhnyWalkerAZ @johhnyWalkerAZ take pictures with a koala when you arrive bud. And avoid the crazy cassowary at all costs"  
[X Link](https://x.com/fundmyfund/status/1996412794993049912)  2025-12-04T02:54Z 7811 followers, XX engagements


"$GH I stopped last week but it now looks ready for another leg"  
[X Link](https://x.com/fundmyfund/status/1996604726331248684)  2025-12-04T15:37Z 7821 followers, XXX engagements


"$KTOS we are sensing life in the vehicle"  
[X Link](https://x.com/fundmyfund/status/1996622525737148802)  2025-12-04T16:48Z 7803 followers, XXX engagements


"$BKSY There were clues"  
[X Link](https://x.com/fundmyfund/status/1996626049187393733)  2025-12-04T17:02Z 7811 followers, XXX engagements


"$LITE Nasty algo stop run yest. Undercut X ema and undercut prior day low. Then rip it back up. Luckily the fundamentals are so unique in this one was willing to sit and observe but I did have X hand on the parachute there near LOD. Algos are good - have to try to think like one. 010101110101010 Obvious level for breakout is obvious"  
[X Link](https://x.com/fundmyfund/status/1996637626317623668)  2025-12-04T17:48Z 7802 followers, XXX engagements


"$VRDN I got stopped out X days ago but I love that biotech is not falling over just because speculative tech is coming back online. Nice breakout today"  
[X Link](https://x.com/fundmyfund/status/1996646925186277557)  2025-12-04T18:24Z 7802 followers, XXX engagements


"Thank you Sect Wright for your service to my portfolio. One of the biggest grifts out there and about X people on this site have it figured out $LBRT Obviously institutions are figuring it out. Aside the grift it has a whole energy generation re-rating of co valuation thing going on. Just like $PUMP DO THE HOMEWORK"  
[X Link](https://x.com/fundmyfund/status/1996655746063520165)  2025-12-04T19:00Z 7803 followers, XXX engagements


"$PUMP $LBRT - aside SNL references and the Sect of Energy grift there is a whole re-rating going on for these X. If you do the homework. 👇👇👇"  
[X Link](https://x.com/fundmyfund/status/1996656248218177622)  2025-12-04T19:02Z 7812 followers, XXX engagements


"If Mongo can just chill like this for another week while moving averages catch up you have a nice risk reward trade - could work could fail but you would have a very nice setup. $MDB It has $MDBX as the 2X. Stalking"  
[X Link](https://x.com/fundmyfund/status/1996659771148284109)  2025-12-04T19:16Z 7804 followers, XXX engagements


"$IWM always more fun when it's not just about the $MAGS Both those are fine too. Every major index equal weight or not is above X ema and bounced off it. Can't ask for more right now. Eat while they are handing out candy. Winter will be back soon enough"  
[X Link](https://x.com/fundmyfund/status/1996754473667170542)  2025-12-05T01:32Z 7812 followers, XXX engagements


"$ENVX huge move yest but a challenged chart still Maybe for others"  
[X Link](https://x.com/fundmyfund/status/1996947911611973839)  2025-12-05T14:20Z 7809 followers, XXX engagements


"$LITE ooh mama wish it had a the 2x ETF Taking some off"  
[X Link](https://x.com/fundmyfund/status/1996951242942087172)  2025-12-05T14:34Z 7802 followers, XXX engagements


"Top focus today loaded yest - man v algo $CRDO $CRDU"  
[X Link](https://x.com/fundmyfund/status/1996951888743346684)  2025-12-05T14:36Z 7803 followers, XXX engagements


"$COHR I should be in this one. Went all in $LITE v doing both. Still ok either way but both winners"  
[X Link](https://x.com/fundmyfund/status/1996952681999478984)  2025-12-05T14:39Z 7817 followers, XXX engagements


"$QNCX Great success Selling some"  
[X Link](https://x.com/fundmyfund/status/1996953811219337242)  2025-12-05T14:44Z 7817 followers, 1072 engagements


"$ACAD what a move - never got in"  
[X Link](https://x.com/fundmyfund/status/1996955135012954158)  2025-12-05T14:49Z 7821 followers, XXX engagements


"We are doing the robot / automation / buy anything X degrees of Kevin Bacon's robotic Cramerica thing again $PEGA Keep eating while the eating is good. When the music stops the robots/automation die. Rinse wash repeat"  
[X Link](https://x.com/fundmyfund/status/1996966039587094799)  2025-12-05T15:33Z 7821 followers, XXX engagements


"$CRDO they are not making this one easy Will asses if and when at the X ema. If it continues weak they probably try the undercut stop loss run thing they did with $LITE earlier in week. Step 1: Break the lows of prior X days (run stops for those with tight stops) Step 2: Get to X eme break that (run stops) Step 3: Reverse it all after gathering all those shares (U&R) That is an algo scenario I am contemplating if it doesn't reverse quickly. Will manage around that if that's how it plays out derisking a bit and then getting back in when it does the "reverse up" thing if that is how it plays"  
[X Link](https://x.com/fundmyfund/status/1996968801124938158)  2025-12-05T15:43Z 7811 followers, 1053 engagements


"$CRDO ok step X - they broke the prior X day lows Step X would be to get to the X ema and undercut it. I am reducing size but keeping a close eye on this. Don't want to do a full ride down and hit P&L if they do some tomfoolery. Probably once they collect all the shares they want in Greenwich and Manhattan you will get the upgrades and big reversal up"  
[X Link](https://x.com/fundmyfund/status/1996976401891680383)  2025-12-05T16:14Z 7804 followers, 1049 engagements


"Still a favorite for 2026 but currently not in $VICR Immense strength during the selloff North of $XXX it probably goes"  
[X Link](https://x.com/fundmyfund/status/1997003789035831488)  2025-12-05T18:03Z 7811 followers, XXX engagements


"$QNCX sold another batch - down to trailer What does it do Therapeutic things. That's about all I know. It goes up"  
[X Link](https://x.com/fundmyfund/status/1997010834715795836)  2025-12-05T18:31Z 7812 followers, XX engagements


"$CRDO fine nothing significant done to the downside. Broke prior X days lows bounced off X ema Waiting to see more strength to get back to bigger size. $CRDU"  
[X Link](https://x.com/fundmyfund/status/1997014391532016062)  2025-12-05T18:45Z 7815 followers, XXX engagements


"The one you dream about $RVMD Not in"  
[X Link](https://x.com/fundmyfund/status/1997038995352834058)  2025-12-05T20:22Z 7818 followers, XXX engagements


"$TE dang one that got away. Mentioned Monday @ $XXXX +36% since Never got in"  
[X Link](https://x.com/fundmyfund/status/1997040574877368458)  2025-12-05T20:29Z 7804 followers, XXX engagements


"@MartyChargin @william_R2Rclub to be fair $COHR has been great too"  
[X Link](https://x.com/fundmyfund/status/1997315140375445886)  2025-12-06T14:40Z 7816 followers, XX engagements


"Many of these are moving together because of sector but $LITE has the revenue growth to show it is executing "now". i.e. XX% growth vs $COHR +17%. $AAOI does have the growth but always has been a difficult one for trading as it behaves badly a lot"  
[X Link](https://x.com/fundmyfund/status/1997324882363682952)  2025-12-06T15:18Z 7817 followers, XXX engagements


"well well well look what I just found $BE $BEX Based on twitter search X person has mentioned it"  
[X Link](https://x.com/fundmyfund/status/1997378950427718075)  2025-12-06T18:53Z 7804 followers, XXX engagements


"So much opportunity in biotech while everyone still is fighting over XX stocks working in tech due to being Pavlov dogs $VERA"  
[X Link](https://x.com/fundmyfund/status/1997389495222599968)  2025-12-06T19:35Z 7821 followers, XXX engagements


"$HRMY tagged it on 12/3 Missed the breakout in all the excitement with LPTH"  
[X Link](https://x.com/fundmyfund/status/1997390300562465067)  2025-12-06T19:38Z 7804 followers, XX engagements


"$HRMY tagged it on 12/3 Missed the breakout in all the excitement with LPTH About a XX% move from breakout level in X days. Tech still isn't the place to focus"  
[X Link](https://x.com/fundmyfund/status/1997390519152894188)  2025-12-06T19:39Z 7812 followers, XXX engagements


"Well that's some interesting volume spikes $EVTL"  
[X Link](https://x.com/fundmyfund/status/1997391087216787779)  2025-12-06T19:41Z 7821 followers, 1165 engagements


"@grok This seems very recent Could you try again 1/1/25 to 12/7/25"  
[X Link](https://x.com/fundmyfund/status/1997759587605492183)  2025-12-07T20:06Z 7811 followers, XX engagements


"@crux_capital_ $CRDO is coming for optics too"  
[X Link](https://x.com/fundmyfund/status/1997999658178654369)  2025-12-08T12:00Z 7816 followers, XXX engagements


"$NRIX +18% in pre on upgrade. Dang didn't get a chance to sneak in. Nurix Therapeutics Price Target Maintained With a $26.00/Share by Needham"  
[X Link](https://x.com/fundmyfund/status/1998007278897660338)  2025-12-08T12:30Z 7811 followers, XXX engagements


"$LITE +4.5% in pre The AIM-traded firm said the renewed deal covered the continued supply of IQEs compound semiconductor epiwafers which underpin Lumentums portfolio of photonic products used in consumer electronics automotive LiDAR and in-cabin sensing systems. It said the collaboration centred on IQEs expertise in vertical-cavity surface-emitting lasers or VCSELs which supported the development and mass production of 3D sensing components across Lumentums platforms. The companies had worked together for several years as demand grew for semiconductor technologies enabling next-generation"  
[X Link](https://x.com/fundmyfund/status/1998036790305780017)  2025-12-08T14:27Z 7815 followers, XXX engagements


"$BE blue lines matter Shaking some this morning"  
[X Link](https://x.com/fundmyfund/status/1998040729562886299)  2025-12-08T14:43Z 7813 followers, 1378 engagements


"$BE don't love this - my stop is just below"  
[X Link](https://x.com/fundmyfund/status/1998049220587315421)  2025-12-08T15:17Z 7815 followers, 1323 engagements


"$BE took loss bit larger than I wanted. Not sure if any specific news but pretty wretched action. Nothing to indicate that on the close Friday it actually looked great. Part of the process"  
[X Link](https://x.com/fundmyfund/status/1998050686433677817)  2025-12-08T15:23Z 7817 followers, XXX engagements