# ![@investingluc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1861765582342815744.png) @investingluc Luc

Luc seems to be making moves in the stock market, with some users discussing his trades and investments in various companies. One user mentioned that Luc likes $FIG at $58 and has expressed confidence in his due diligence. Luc's activities and opinions are being shared and discussed on social media, with some users following his lead and making their own trades.

### Engagements: [------] [#](/creator/twitter::1861765582342815744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861765582342815744/c:line/m:interactions.svg)

- [--] Week [-------] -17%
- [--] Month [---------] -10%
- [--] Months [----------] +11,821%
- [--] Year [----------] +657%

### Mentions: [--] [#](/creator/twitter::1861765582342815744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861765582342815744/c:line/m:posts_active.svg)

- [--] Week [---] -9.70%
- [--] Month [---] +24%
- [--] Months [-----] +305%
- [--] Year [-----] +202%

### Followers: [------] [#](/creator/twitter::1861765582342815744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861765582342815744/c:line/m:followers.svg)

- [--] Week [------] +3.40%
- [--] Month [------] +16%
- [--] Months [------] +1,677%
- [--] Year [------] +1,518%

### CreatorRank: [-------] [#](/creator/twitter::1861765582342815744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861765582342815744/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  47.37% [finance](/list/finance)  32.46% [technology brands](/list/technology-brands)  17.54% [automotive brands](/list/automotive-brands)  10.53% [cryptocurrencies](/list/cryptocurrencies)  9.65% [countries](/list/countries)  6.14% [social networks](/list/social-networks)  6.14% [celebrities](/list/celebrities)  3.51% [fashion brands](/list/fashion-brands)  0.88% [currencies](/list/currencies)  0.88%

**Social topic influence**
[in the](/topic/in-the) 14.04%, [ai](/topic/ai) 8.77%, [$tsla](/topic/$tsla) #806, [stocks](/topic/stocks) #1457, [ceo](/topic/ceo) 7.02%, [crypto](/topic/crypto) 6.14%, [$amzn](/topic/$amzn) #641, [xpev](/topic/xpev) #14, [$xpev](/topic/$xpev) #13, [$intc](/topic/$intc) #24

**Top accounts mentioned or mentioned by**
[@kobeissiletter](/creator/undefined) [@blackpanthercap](/creator/undefined) [@finvizcom](/creator/undefined) [@trendspider](/creator/undefined) [@unusualwhales](/creator/undefined) [@yahoofinance](/creator/undefined) [@lusacebando](/creator/undefined) [@ohiain](/creator/undefined) [@chriscamillo](/creator/undefined) [@mrderivatives](/creator/undefined) [@bradocapital](/creator/undefined) [@prosperousguy](/creator/undefined) [@altindexapp](/creator/undefined) [@takht5678](/creator/undefined) [@feroceresearch](/creator/undefined) [@srxtrades](/creator/undefined) [@xt1t00](/creator/undefined) [@bradenleroy](/creator/undefined) [@tradableastro](/creator/undefined) [@bullflowio](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [XPENG INC. (XPEV)](/topic/$xpev) [Intel Corporation (INTC)](/topic/$intc) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [NVIDIA Corp. (NVDA)](/topic/$nvda) [MP Materials Corp. (MP)](/topic/$mp) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [retard to retired (R/R)](/topic/$rr) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [OpenServ (SERV)](/topic/$serv) [Exxon Mobil (XOM)](/topic/$xom) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Microsoft Corp. (MSFT)](/topic/$msft) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Lucid Group Inc (LCID)](/topic/$lcid) [Micron Technology, Inc. (MU)](/topic/$mu) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Teradyne, Inc. (TER)](/topic/$ter) [Starbucks Corporation (SBUX)](/topic/$sbux) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [RAI Finance (SOFI)](/topic/$sofi) [Novo-Nordisk (NVO)](/topic/$nvo) [GXO Logistics, Inc. (GXO)](/topic/$gxo) [Medtronic PLC (MDT)](/topic/medtronic) [Auto (AUTO)](/topic/$auto) [Measurable Data Token (MDT)](/topic/$mdt) [PTC Inc (PTC)](/topic/$ptc) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Musk Nadella and Jassy all pushing India headlines within [--] hours*very unusual*. But can be very bullish for $VRT. Vertiv is the picks & shovels guy for AI/data centers. Already used by the big boys like $MSFT $AMZN. Recent partnerships with $NVDA and $CAT developing integrated power + cooling systems for AI infrastructure. Multiple acquisitions in the last [--] quarters (Waylay Great Lakes Data Racks) tell me theyre in full expansion mode. And India Its becoming a core part of their global AI engine. - opened a major manufacturing & test lab in Pune - opened a training academy & excellence lab"  
[X Link](https://x.com/investingluc/status/1998798109644628419)  2025-12-10T16:52Z 23.4K followers, 13.2K engagements


"$SYNA is my next big swing trade. Never heard of it Good. $3B market cap.very real chance this becomes a monster. For you non-technical folks (like me) AI is starting to run on device not just in the cloud. So instead of a camera phone or robot sending data to a data center to think" $SYNA allows this to happen instantly privately and directly on the device. Privacy is the huge advantage here. Gov't military business personal.privacy is becoming a non-negotiable. $GOOG only a year ago selected $SYNA as a key partner to "accelerate development of context aware devices". Another angle I like is"  
[X Link](https://x.com/investingluc/status/2018027823047291103)  2026-02-01T18:25Z 23.4K followers, 40.5K engagements


"Copper is the second most used material by the DoD. Trump said on July 9th that "America will once again build a dominant copper industry". If the US gov't is building strategic positions in critical materials copper seems like the next target. There are a couple of US-headquartered copper producers that I like including: Freeport McMoRan $FCX.largest U.S. copper producer + deep DoD relevance has domestic & global mines + direct leverage to domestic supply chains. Ivanhoe Electric $IE.tech-driven mining model fits the next-gen mining narrative + has high upside if US prioritizes new supply."  
[X Link](https://x.com/investingluc/status/2015773369661006304)  2026-01-26T13:06Z 23.4K followers, 48.3K engagements


"The EV business is dying (but I see a lifeline). $TSLA slowing production of Model X Y. $F lost $19.5B. $GM soaked $6B. $STLA just dropped -28%. Remember how crypto miners ( $IREN $HUT ) pivoted into "ai data centers" I'm looking for EVs ( $RIVN $XPEV $LCID ) to pivot into robotics.hard. That's my theory. $TSLA's paving the path already and more will follow.with narrative fueled re-pricing coming next. BREAKING: Stellantis $STLA is taking a $26 billion hit and writing down their electric vehicle business. The stock has collapsed on the news now down -27% today. https://t.co/JOQelFyEF3"  
[X Link](https://x.com/investingluc/status/2019756460217917811)  2026-02-06T12:54Z 23.4K followers, 10.3K engagements


"Learning experience for you. Even if you're not in $MU it's a great example of how you get rich in markets without taking a ton of risk. And it's simple. Look at the strongest themes over the last quarter by simply looking at % performance of the group. Then find the strongest 1-2 stocks *within that theme* and buy those stocks on dips within the trend. For example best themes recently have been memory & silver. Strongest stocks within these two themes were $MU + $SNDK and $AG respectively. I promise you that it doesn't need to be complicated.I'm not that smart of a guy. The human flaw is"  
[X Link](https://x.com/investingluc/status/2021939525358858374)  2026-02-12T13:28Z 23.4K followers, 65K engagements


"$FVRR wow fiver going all in on AI cutting [---] team members"  
[X Link](https://x.com/investingluc/status/1967627105363230843)  2025-09-15T16:30Z 22.6K followers, [----] engagements


"You get really *really* rich in markets by catching the meat of the move with size. And I LOVE all of you dopamine-addicted cracked out daytraders but. Catching the meat of the move can almost solely be done through swing trading not day trading. Real massive moves happen over the course of days weeks even months.not intraday. Something to ponder on. Love you all"  
[X Link](https://x.com/investingluc/status/1975649713752793348)  2025-10-07T19:49Z 22.6K followers, 78.1K engagements


"Rare Earth Battery and Robotics. Hot themes can make you rich.some names to watch: *bookmark this puppy* Battery theme (blue bars). $ABAT $EOSE $AMPX $QS $SES $MVST $SLDP $FCEL $ENVX (& semis $NVTS $LAES) Rare Earth theme (red bars). $NAK $NB $UAMY $UUUU $PPTA $USAR $MP $UEC $CRML $IONR Robotics (yellow bars). $TSLA $SYM $RR $TER $SERV $PATH I've added the last month's % gains next to each name. 👀"  
[X Link](https://x.com/investingluc/status/1977880196087709933)  2025-10-13T23:32Z 22.6K followers, 205.5K engagements


"I was [--] years old. I just had my first "big" trade making about $10K in profit (hey it was big for me back then.). I thought I was set for life. I thought this game was easy. I thought I had won. That big (lucky) "win" turned out to be the start of a long learning curve. Blown up accounts losing money on short term options using college tuition money to try and "make it back". I learned (the hard way) how to PRESERVE money before ever trying to multiply it. If you're new/learning the best things I can tell you are: - uses commons.play *without* leverage or time decay - expand your timeframes"  
[X Link](https://x.com/investingluc/status/1983256418485756233)  2025-10-28T19:35Z 22.6K followers, 12.4K engagements


"You you and you should be watching $UUUU. I think $UUUU is next for a gov't acquisition. - CEO openly talking about "working together" with the *new administration* back in Feb '25. - massive bullish options activity - Energy Secretary Chris Wright tweeting *TODAY* about "reshoring critical minerals". - Roughly [--] year ago Reuters said the U.S. is bidding to eventually buy "up to $2.7B of domestically-supplied uranium". $UUUU is the largest uranium producer in the USA. I'm thinking it's a HUGE target for the gov't. Long $UUUU now $20.08"  
[X Link](https://x.com/investingluc/status/1983621055072891405)  2025-10-29T19:44Z 22.6K followers, 52.5K engagements


"Don't sleep on $XOM. The "data center" (and energy) trade is HOT right now. $XOM is involved: - publicly talking about being "an energy source for AI demand" - partnered with $INTC (which the gov't owns 10% of) for "data center cooling fluid" $XOM looks strong now $116"  
[X Link](https://x.com/investingluc/status/1983942633878622514)  2025-10-30T17:02Z 22.9K followers, 15.9K engagements


"Suddenly youre [--]. Cute wife couple of kids church on Sundays and still LOVE markets. Still waking up at 6am checking your positions. But its different now. You arent [--] with no responsibilities no bills no family. You cant (shouldnt) do the 0DTE memecoin penny stock leveraged heavy margingames. Huge losses CANT happen consistently. So you make the decision to change it up. Commons compounding deep research longer time frames swing trading. You build disgusting levels of wealth without carrying massive risk daily. Its time. Luc♥ Suddenly you're [--]. You make your coffee rush to work come home"  
[X Link](https://x.com/investingluc/status/1985041716173242381)  2025-11-02T17:50Z 22.6K followers, 1.8M engagements


"It's 1pm on a Tuesday. You're sitting at your desk.checking your portfolio. Can't focus on your day job. You're scrolling x. Red charts. Bitcoin down. SPY dropping. VIX up. You look for any posts to make yourself feel better. Searching your tickers hoping some big x "gurus" haven't sold.hoping that big account is still bullish. I used to do all of this. But Luc how can I be comfortable amongst "chaos" - stop looking for validation in others.have YOUR plan and *stick to your rules* - expand your timeframe and use shares - if you feel the need to aggressively check your portfolio hoping things"  
[X Link](https://x.com/investingluc/status/1985788056327082470)  2025-11-04T19:15Z 22.6K followers, 38.9K engagements


"Its 11pm. Wife's asleep in bed. House quiet. Your eyes burning from looking at the computer. Theres millions of dollars in that screen somewhere. You just have to pull it out. How though Youve tried everything. Feels like youve been spinning your tires for months nowgoing nowhere. Big win bigger lossrinse & repeat. Right when you think youve figured things out You get smoked back to square one. I get it. This is the hardest game on Earth. Competing against literal supercomputers. Someone is always smarter faster and has deeper pockets. So how do you win You stop playing the wrong game. Their"  
[X Link](https://x.com/investingluc/status/1986273835843293431)  2025-11-06T03:26Z 22.6K followers, 41.1K engagements


"$HIMS is a sleeper. FOUR *interesting* catalysts I see. Let's dive into her.(uhh I mean him). First $HIMS events page shows something's up on November 13th '25 at 9am PST. It's titled "Look inside".let's keep an eye on that. Moving along on June 3rd '25 $HIMS acquired Zava planning major global expansion in European markets "in the coming quarters". We are now *in* those "coming quarters". Look for some new buzz on Europe soon. Don't forget the acquisition of a US-based peptide company back in February '25. Google searches for "peptides" have been going straight up over the last 18"  
[X Link](https://x.com/investingluc/status/1987661802822418758)  2025-11-09T23:21Z 22.6K followers, 21.7K engagements


"Michael Burry situation.I found something. Over the last [--] years there's been multiple "minor accounting changes" to increase the useful life of *equipment*. .to the tune of hundreds of billions in understated depreciation expenses. This is directly from the 10K filings of $META $ORCL $INTC even $NVDA. Burry ends his tweet with "it gets worse.details coming November 25th". Mark your calendars. JUST IN: Michael Burry has said that Oracle $ORCL and Meta $META could be overstate earnings by 26.9% and 20.8%. He adds: "It gets worse." https://t.co/rL9wA3Ir3y JUST IN: Michael Burry has said that"  
[X Link](https://x.com/investingluc/status/1987968082971676762)  2025-11-10T19:38Z 22.6K followers, 1.9M engagements


"You're delusional if you think you're bottom-ticking every entry when building a position. Sometimes you'll be early sometimes late. .but SCALE into trades. Going full size in a single order destroys your mental game + sets you up for failure. Huge part of the game"  
[X Link](https://x.com/investingluc/status/1988671864378696187)  2025-11-12T18:14Z 22.7K followers, 65.9K engagements


"Glad this guy is out as CEO.time for a $FRSH start. Girish Mathrubootham was the founder of $FRSH serving as CEO until [----]. He transitioned to executive chairman from May '24 to September '25. Girish was heavily selling shares during his entire tenure. In September Girish announced he will be fully exiting the company on December 1st '25 to start an investment firm. Lawsuits co-founder drama negative press.this was a long overdue (and much needed) change. And the result [--] months later the CEO & COO are both buying $2M worth of shares on the open market. First insider buys in years. The"  
[X Link](https://x.com/investingluc/status/1989540685909832181)  2025-11-15T03:47Z 22.8K followers, [----] engagements


"Tough to believe but some reports are saying 95% of Black Friday sales volume was financed. IF this 95% financed number was even remotely true it would be one of the most alarming consumer data points ever recorded (not to be dramatic). 11% being BNPL options like $KLAR + $AFRM 84% via credit cards with "67% of those consumers NOT expected to pay the full balance in the first month." Klarna itself reported a 45% () increase in Black Friday activity since last year. *IF* if if.the above points are accurate the resilient consumer narrative is dead. Breakdown of the Black Friday data tells us:"  
[X Link](https://x.com/investingluc/status/1996206196819112445)  2025-12-03T13:13Z 22.5K followers, [----] engagements


"The robotics trade is just beginning. One name I have become interested in is Richtech Robotics $RR. - part of $nvda's connect partner program - founder led - already deployed 450+ robots across restaurants hotels retail and healthcare What's strange is the president of the company resigned just [--] days ago per a recent 8K filing.👀 Maybe a bullish shakeup coming Some big voices love this emerging theme: - musk is "excited about robotics" - huang said the robotics era is just around the corner - trump "considering order on robotics" $RR is a smaller company so there's some risk here but I am"  
[X Link](https://x.com/investingluc/status/1998955379762290711)  2025-12-11T03:17Z 22.6K followers, 16.3K engagements


"Was reviewing our credit card bill. I almost collapsed when I saw what my wife spent on coffee at Starbucks last month. Kidding (kinda). But $SBUX IS set up for a big [----] here's why. CEO is Brian Niccol. Yep the same Brian Niccol that took $CMG stock up roughly 1000% in six years. He's just over a year into the $SBUX gig now it's turnaround time. closing poor-performing stores restructuring testing new scheduling feature (HUGE customer pain point) sold 60% of its China business (offloads a brutally competitive market but keeps 40% of the upside) What else There's been one insider transaction"  
[X Link](https://x.com/investingluc/status/2001449330973245583)  2025-12-18T00:28Z 22.6K followers, 19K engagements


"Nobody liked this one but $ETSY has gone from $54 to $64 in a month. Boring quiet overlooked.but uuuuge trade so far. Stock flying under the radar right now $ETSY. [--] things stood out to me. First they *needed* a CEO shakeup.and they got it. CEO transition coming January 1st '26. Next the partnership with OpenAI. ChatGPT users can buy from Etsy sellers directly via instant checkout. https://t.co/jCFH9dWUKY Stock flying under the radar right now $ETSY. [--] things stood out to me. First they *needed* a CEO shakeup.and they got it. CEO transition coming January 1st '26. Next the partnership with"  
[X Link](https://x.com/investingluc/status/2008914983489352085)  2026-01-07T14:53Z 22.5K followers, [----] engagements


"$NFLX is going through an identity crisis but it's a good thing. Live events gaming original content ad network licensed content aggregator (via $WBD deal) and more. Most companies could NOT pull this off. But $NFLX can afford to do this because they already have the global distribution + attention. Concentration (movies/tv) to grow fast diversification (everything above) to scale even bigger. $NFLX isn't pivoting.it's adding revenue levers. Trying to find new ways to monetize the attention they've already earned. Let things settle for a week but I'm *very confident* that $NFLX is undervalued"  
[X Link](https://x.com/investingluc/status/2013964720999391591)  2026-01-21T13:19Z 22.5K followers, [----] engagements


"People are forgetting that $NBIS owns a 25%+ stake in ClickHouse. ClickHouse just raised $400M at a $15B valuation meaning $NBIS stake is roughly worth $4B right now. As ClickHouse grows this could be a massive piece in the exponential growth of $NBIS market cap. https://twitter.com/i/web/status/2013989916506484883 https://twitter.com/i/web/status/2013989916506484883"  
[X Link](https://x.com/investingluc/status/2013989916506484883)  2026-01-21T14:59Z 22.7K followers, 13.7K engagements


"Everyone hated this one at $40. But $DOCN is up another 15% today alone and +50% since entry. $40 to almost $62. h/t to the man the myth the legend @ruth_capital for putting this on my radar months ago. Banger. I continue adding to $DOCN. The guy who was acting as *both* the CTO and CPO resigned on November 26th and the stock didn't flinch. It's actually up over 7% since that day. Something that should've created uncertainty.was completely absorbed I noted this. Now just go https://t.co/b8W8qOHvwS I continue adding to $DOCN. The guy who was acting as *both* the CTO and CPO resigned on"  
[X Link](https://x.com/investingluc/status/2015848979095765486)  2026-01-26T18:07Z 22.7K followers, [----] engagements


"The President has shown his hand. I think two different phases are coming. First it's important to note that there are roughly [--] stocks with meaningful ties to US gov't & President: Confirmed US gov't-backed equity stakes: - $INTC 9.9% stake - $MP 15% stake - $LAC 5% stake - $TMQ 10% stake - $USAR potentially 10%-12%+ stake Trump specifically owns: - $DJT 45%+ stake.roughly 114.75M shares. Other Trump family-tied assets: - $ABTC co-founded by Eric Trump - $HUT partnered with Eric Trump First phase Secure the hard assets and infrastructure. In the last six months we've witnessed "hard assets""  
[X Link](https://x.com/investingluc/status/2016145507534455098)  2026-01-27T13:45Z 22.5K followers, 128.6K engagements


"Anthropic is doubling their fundraising plans to $20B. Handful of public companies are directly exposed + invested. But this is where is gets interesting. $ZM up roughly 20% in [--] days. $AMZN up 6% in [--] days. $SKM up 15%+ too. Common denominator Anthropic. Here's what I found for the investments. Seed + Series A $CRM Series C $GOOG $CRM (again) $ZM Strategic Investment $SKM Series D $AMZN (multi-year investment) Series E $CSCO $CRM (again x2) After that $NVDA + $MSFT got involved. $AMZN has the most financial exposure to Anthropic by far. But $CRM invested early and repeatedly and it's the"  
[X Link](https://x.com/investingluc/status/2016320575170396648)  2026-01-28T01:21Z 22.6K followers, 21.7K engagements


"$SBUX was high conviction for me. $85 to $105 in a month.please see original thesis below. When a company hires a proven gangster CEO that moves fast I go heavy. Same exact story is shaping up for $TGT. And if $LULU hires a stud CEO soon I'm getting involved there too. Was reviewing our credit card bill. I almost collapsed when I saw what my wife spent on coffee at Starbucks last month. Kidding (kinda). But $SBUX IS set up for a big [----] here's why. CEO is Brian Niccol. Yep the same Brian Niccol that took $CMG stock up roughly 1000% in https://t.co/BFWSEKOHDE Was reviewing our credit card"  
[X Link](https://x.com/investingluc/status/2016497006387044669)  2026-01-28T13:02Z 22.9K followers, [----] engagements


"$AMZN laying off [-----] people. Let's pretend you just got laid off from your job. In the days after you're probably: - looking for a new job - learning a new skill to switch careers - starting a business Gotta make money. I like [--] stocks for those three scenarios. 1) Immediately looking for a new job I like $MSFT. - owns LinkedIn - perfect winner from job displacements - linkedin is roughly 7% of $msft's revenue but accelerating quickly 2) Learning a new skill $COUR is interesting. - acquiring Udemy (consolidating + expanding) - institutional trust (partnered with $goog $meta $ibm) -"  
[X Link](https://x.com/investingluc/status/2016511662237380960)  2026-01-28T14:00Z 22.6K followers, 21.2K engagements


"@BlackPantherCap $TSLA for me is number [--] especially w the news yesterday from Elon. I like $RR with the nvidia ties too. $XPEV is an interesting asymmetric play if you don't mind china exposure"  
[X Link](https://x.com/investingluc/status/2016876252146069881)  2026-01-29T14:09Z 22.6K followers, [---] engagements


"Nibbling some $PLTR here off of $150. Technical idea mostly but also fits the macro defense narrative gov't connections and US's emphasis on "mission critical" security. As of [--] minutes ago I've personally entered $PLTR at $149.57 risking weekly close under $150"  
[X Link](https://x.com/investingluc/status/2016912622872940637)  2026-01-29T16:33Z 22.7K followers, 20.4K engagements


"Kevin Warsh's relationship with $PLTR's Alex Karp is intriguing. Warsh recently said "Alex Karp Stan (Druckenmiller) and I have been through quite a lot together." This discussion at Stanford back in [----] is worth watching too. "We've been pals for 10-11 years". BREAKING: President Trump nominates Kevin Warsh as the next Fed Chairman. https://t.co/StO3r6viyH BREAKING: President Trump nominates Kevin Warsh as the next Fed Chairman. https://t.co/StO3r6viyH"  
[X Link](https://x.com/investingluc/status/2017219995336364333)  2026-01-30T12:54Z 22.7K followers, 57K engagements


"$RKT back down to $19 area on a BS lawsuit that's basically just them resurfacing the bureau's now-dismissed case from back in [----]. I personally see this as a buying opp $RKT is quickly becoming one of my larger positions"  
[X Link](https://x.com/investingluc/status/2017230488507691254)  2026-01-30T13:36Z 22.9K followers, [----] engagements


"Was having lunch yesterday with one of my guys from the venture capital world. Got talking about pareto's principle. Often called "law of the vital few" which suggests only focusing on the most impactful actions. In the VC world 5% of startup investments create 95%+ of returns. Trading is the exact same way. Roughly 90% of profits are generated by 10% of trades. Everyone uses the word "sniper" and sh*t like that.but it's true.sit & wait until the huge opportunity inevitably presents itself then swing big like druckenmiller. I don't like trading. I like making money. Big difference. I don't"  
[X Link](https://x.com/investingluc/status/2017670423387787507)  2026-01-31T18:44Z 22.7K followers, 11.3K engagements


"$XOM has been a multi-month monster for me since last October. Many slept on the this.$116 to $142 now. I think $XOM is going much higher this is a multi year breakout"  
[X Link](https://x.com/investingluc/status/2018090756414607849)  2026-02-01T22:35Z 22.8K followers, [----] engagements


"@SRxTrades This is a great list. Hard to be against $RKLB with the spaceX ipo lingering $LMND has room higher and I think mgmt is elite there $TSLA is a no-brainer etc etc. Love it"  
[X Link](https://x.com/investingluc/status/2018113591002472891)  2026-02-02T00:05Z 22.6K followers, [----] engagements


"@elonmusk The demand for energy in general will be essentially unfulfillable with the current technology & infrastructure.im thinking a golden age for energy companies is just starting"  
[X Link](https://x.com/investingluc/status/2018119638375166270)  2026-02-02T00:29Z 22.8K followers, [----] engagements


"@KobeissiLetter Hard to see TSLA staying under $450 for much longer. elon narrative too strong this year imo"  
[X Link](https://x.com/investingluc/status/2018305546466586797)  2026-02-02T12:48Z 22.6K followers, [----] engagements


"Newbies welcome to the markets.here's what NOT to do. - quit your day job right away to go all in on trading - expect to make profits in your first 2-3 years - think it's easy - borrow money to trade - have one good month & think you're set for life - move to nyc or miami to "lock in" - buy 0DTE options - make decisions based on posts from x accounts - think you must be in a position 24/7 - ignore taxes - size up to "make it all back" - assume more indicators = more success (so false) Here's what you SHOULD do: - keep your day job to fund your account while you learn - be prepared to blow up"  
[X Link](https://x.com/investingluc/status/2018501207690564012)  2026-02-03T01:46Z 22.9K followers, 37.8K engagements


"@SRxTrades $DOCN has been such a beauty"  
[X Link](https://x.com/investingluc/status/2018506838904303708)  2026-02-03T02:08Z 22.6K followers, [----] engagements


"@amitisinvesting Gambling will only accelerate.sounds morbid but it's true. Prediction markets tokenized stocks (24/7 trading = more transaction vol) options shorting.so much going on. If I close my eyes and imagine $HOOD in 12-18 months I see an exponentially more valuable company"  
[X Link](https://x.com/investingluc/status/2018795534996443474)  2026-02-03T21:15Z 22.9K followers, [----] engagements


""Stock picker's market" I prefer to call it a theme picker's market.because the strongest themes are where the post powerful individual stocks live. The themes I'm involved with right now are: Space (catalyst being SpaceX IPO): - $RKLB - $ASTS - $TSLA Mortgage housing real estate: - $RKT - $OPEN Critical minerals rare earths domestic energy: - $UUUU - $UAMY Silver & copper (light positioning now). Memory: - $MU - $SNDK Notice how I'm focused on the strongest leaders in the most liquid narrative-driven themes Other themes like stablecoins (crcl) solar (fslr) and fintech (hood/sofi) will heat"  
[X Link](https://x.com/investingluc/status/2019046606067073483)  2026-02-04T13:53Z 22.9K followers, 11.3K engagements


"My theory continues to be that we are in an era of rolling bubbles. The entire market may not be. Indices are strong breadth's good plenty of solid setups. But seeing some mini rolling bubbles bursting in certain pockets of the market. Many -50% off highs. - Software ( $NOW $SNOW ) - Crypto ( $BTC $ETH $MSTR ) - Fintech ( $HOOD $SOFI ) - Gaming ( $RBLX $U ) These "mini bubbles" popping draw a lot of attention because of their popularity with retail. But many of the leading sectors/themes are continuing to show strength in the uptrend. Mini-bubbles will continue to pop but the overall bullish"  
[X Link](https://x.com/investingluc/status/2019402514060222580)  2026-02-05T13:27Z 22.9K followers, 14.6K engagements


"@BlackPantherCap 100% that's the big tailwind I continue to come back to"  
[X Link](https://x.com/investingluc/status/2019403407489118394)  2026-02-05T13:31Z 22.5K followers, [---] engagements


"The timing of this $HIMS news jumps out to me. Noticing a trend of huge news dropping right at critical levels on the chart Well it's on purpose.it's naive to think leadership doesn't know exactly what investors/traders are seeing & acting according. Know this"  
[X Link](https://x.com/investingluc/status/2019417159219454422)  2026-02-05T14:25Z 22.9K followers, 18.4K engagements


"@agnostoxxx Boeing"  
[X Link](https://x.com/investingluc/status/2019496768795251195)  2026-02-05T19:42Z 22.6K followers, [---] engagements


"@tradoorr_ I've often heard that although it's extremely difficult to get rich.it's even harder to stay rich. Another example here :("  
[X Link](https://x.com/investingluc/status/2019759440623206856)  2026-02-06T13:05Z 22.6K followers, [---] engagements


"@lusacebando Well theres that too haha"  
[X Link](https://x.com/investingluc/status/2019862533436563680)  2026-02-06T19:55Z 22.6K followers, [---] engagements


"@lusacebando I will say that $mu is headed much higher imo"  
[X Link](https://x.com/investingluc/status/2019863458377003271)  2026-02-06T19:59Z 22.6K followers, [---] engagements


"@xT1T00 Indeed tito"  
[X Link](https://x.com/investingluc/status/2020527953356980418)  2026-02-08T15:59Z 22.7K followers, [----] engagements


"@ohiain The man the myth the legend himself. Thanks brother"  
[X Link](https://x.com/investingluc/status/2020985253620269421)  2026-02-09T22:16Z 22.9K followers, [---] engagements


"@BradenLeroy Just an interesting story brewing imo with leadership buying + burry involved + acquisition talks"  
[X Link](https://x.com/investingluc/status/2021060815068307815)  2026-02-10T03:17Z 22.9K followers, [---] engagements


"Live-streaming + gaming = $HUYA. I am fine with being very first on this one. Chinese name trading at $3.38 a $240M market cap. 161M+ MAUs. 4.4M paying users. Roughly $860M USD in cash. Market cap under $1B. Enterprise value closer to $280M. Thats 0.3x sales for a platform with Twitch-level scale in China. Revenue is stabilizing. Game services + ads now make up 26% of the mix (vs 16% last year). "HUYA's $400 million dividend plan and share repurchase program offer a 52% shareholder yield over three years" On the innovation side Huya is rolling out AI + Live Streaming tools to enhance esports"  
[X Link](https://x.com/investingluc/status/1971181998786937206)  2025-09-25T11:56Z 23.3K followers, [----] engagements


"New peeps I have investing in my @ but investing (to me) does NOT mean holding a stock until someone has to pry the shares out of your hands in the casket. Investing meansI believe in a company and will invest in its future UNTIL something fundamentally or technically shifts within the companys leadership business model technology etc. This could be years months or even days. But when this happens I adjust my position accordingly (buy/sell). - Luc"  
[X Link](https://x.com/investingluc/status/1996737621926588774)  2025-12-05T00:25Z 23.3K followers, [----] engagements


"Social arbitrage play setting up on $RUM. Nick Shirley's video has 134M views on X right now.he's gained 750K followers seemingly overnight. Features on every major news network and making the podcast rounds on @theallinpod @PBDsPodcast etc. $RUM CEO (@chrispavlovski) makes a very intriguing offer to Nick yesterday. livestream everything unfiltered will pay nick for streams will pay "far better" than youtube will Bill Ackman retweeted it telling Nick it "sounds like a great opportunity. If (*if*) nick accepts this deal $RUM could rip. But there's more to the bull case. Tether yes the largest"  
[X Link](https://x.com/investingluc/status/2006828214443008405)  2026-01-01T20:41Z 23.3K followers, [----] engagements


"If you want to learn social arbitrage read this + bookmark. Back in Nov '25 my wife wanted some Abercrombie leggings. "What is it 2010" I asked her. She said everyone on TikTok had this hoodie and the brand was cool again. Brings me to my point. Maybe this guy is joking maybe not.but this is real. Observational & social data can be more powerful than technical & fundamental analysis. The edge for retail over wall st. The suits living in high-rise nyc apartments spending [--] hours/day in an office.they miss the real world. Back to the $ANF example real quick.after she told me about Abercrombie"  
[X Link](https://x.com/investingluc/status/2014697920218411443)  2026-01-23T13:53Z 23.3K followers, 94.6K engagements


"Rare Earths & Critical Minerals. This theme can make you rich and it's only getting bigger with Trump + US gov't exposure. My top [--] favorite names to watch right now: Rare Earths. $MP (MP Materials)still the top U.S. rare earth pick; fully integrated from mine to magnet Mountain Pass expansion + pentagon-backed supply chain narrative. $CRML (Critical Metals Corp.)one of the breakout names of 2026; overlaps rare earths + critical minerals; one of the cleanest dual-exposure plays in the space + heavy rare earth leverage. $USAR (USA Rare Earth)gaining traction fast; domestic processing and"  
[X Link](https://x.com/investingluc/status/2015463347479584787)  2026-01-25T16:34Z 23.2K followers, 251.4K engagements


"Peptides are the next major health trend. Havent seen google search interest accelerate this fast since pokemon go. This is a major part of the bull case for $HIMS. If $NVO & $LLY are the producers then $HIMS is a distribution layer. But it's planning to be more than that. Roughly [--] year ago $HIMS acquired a US-based peptide facility. Meaning $HIMS is not just selling peptides anymore.it's building infrastructure to manufacture + control them. It's emerging as one of the largest consumer distribution channels for GLP-1 drugs in the US. $HIMS is building a GLP-1 business that's approaching"  
[X Link](https://x.com/investingluc/status/2015476438896456107)  2026-01-25T17:26Z 23.3K followers, 77.6K engagements


"Today's 15% move in Silver is a 5-sigma event. You're about as likely to get struck by lighting twice be killed by a falling vending machine or correctly guess a 8-digit password on your first try. Historic is an understatement. Todays 10% move in Silver is a 4-5 sigma event. A [---] sigma move is the chance that you personally get hit by lightning at least once in your lifetimeso not likely. You are witnessing history today. Todays 10% move in Silver is a 4-5 sigma event. A [---] sigma move is the chance that you personally get hit by lightning at least once in your lifetimeso not likely. You"  
[X Link](https://x.com/investingluc/status/2015860588295901225)  2026-01-26T18:53Z 23.2K followers, 696.2K engagements


"Sydney Sweeney is launching a lingerie brand. Here's a social arbitrage idea for ya. Sydney Sweeney's name has been attached to $AEO since the good jeans "controversy". Even with her new brand $AEO's CMO said this morning that their partnership is still thriving and that "this is a moment to take big swings". Sydney is elite at capturing attention. Paparazzi caught her hanging a bra on the Hollywood sign earlier this week as a promo. She understands culture + distribution better than almost anyone.and $AEO benefits from that. Google searches last [--] days going nuts.and on tiktok typing just s"  
[X Link](https://x.com/investingluc/status/2016333266026995904)  2026-01-28T02:11Z 23.3K followers, 14.3K engagements


"Why did I take $PLTR prior to earnings first time in multiple quarters it wasn't running hot into earnings sitting right at a huge support level usually double beats was well off highs + had poor sentiment fits the ai + security theme gets looped into "software" basket when it's really an defense + intelligence + data play Path of least resistance was up. As traders we make decisions on probabilities.and with the setup at $150 heading into earnings.my bets were bullish. $PLTR now $165. Nibbling some $PLTR here off of $150. Technical idea mostly but also fits the macro defense narrative gov't"  
[X Link](https://x.com/investingluc/status/2018677775431848209)  2026-02-03T13:27Z 23.2K followers, [----] engagements


"I do think we are fast approaching the end of $TSLA's days .under $500 Betting against Elon Musk has been financial suicide for over a decade. [----] feels like a major "inflection point" for Elon. - merges xAI + SpaceX (maybe Tesla soon) - SpaceX goes public - becomes world's first trillionaire - ai autonomy humanoid robotics and space scaling at the *same time* - bought $1B worth of $TSLA stock personally (largest ever) Tesla is the cleanest public-market exposure to all of it.currently trading at $420. Hard to imagine $TSLA not seeing $500 at some point this year."  
[X Link](https://x.com/investingluc/status/2018822864263110711)  2026-02-03T23:04Z 23.3K followers, [----] engagements


"You're delusional if you don't think AI will disrupt software. But it's not gonna "kill it" as everyone seems to be predicting. Because mobile apps were the "death of the website" (mid 2000s). And Slack would be "the death of email" (2010s). Or when tablets "killed PCs and laptops" (2010s). Right Software's ugly right now because markets don't like uncertainty but there's will be some huge winners that emerge from the rubble. I'm not touching software yet (most likely not for awhile) but I'm closely monitoring names that are showing resiliency adapting/pivoting if necessary and have *great*"  
[X Link](https://x.com/investingluc/status/2019054922499534868)  2026-02-04T14:26Z 23.3K followers, 47.9K engagements


"Rotation out of technology. Many spec names down 15%-20% today and -50% ytd.even some of the mega's are getting smoked. Real q is.where has capital/liquidity been migrating to the last [--] months Not crypto. Not fintech. Not healthcare. Not technology. Hard assets. precious metals $gld $slv $copx energy + oil $xom $cvx nat gas uranium nuclear critical minerals + rare earths $uuuu $crml $usar etc physical infrastructure + housing & shelter assets Trend has been building for over six months now.rotations like this are very sticky and tend to persist longer than most folks expect. Early volatility"  
[X Link](https://x.com/investingluc/status/2019123671797735459)  2026-02-04T18:59Z 23.3K followers, 49.1K engagements


"@Mindventure_ Even chinese "ev's" like $xpev are focusing a lot of energy on robotics already too"  
[X Link](https://x.com/investingluc/status/2019759068299100557)  2026-02-06T13:04Z 23.3K followers, [---] engagements


"@DeItaone The fact that they have to say this makes me think otherwise"  
[X Link](https://x.com/investingluc/status/2021300644452135004)  2026-02-10T19:10Z 23.2K followers, [----] engagements


"@FeroceResearch @finviz_com @TrendSpider @unusual_whales @YahooFinance @KobeissiLetter True.if we're talking research groups - Feroce is top tier"  
[X Link](https://x.com/investingluc/status/2021580761145467282)  2026-02-11T13:43Z 23.3K followers, [---] engagements


"@investorwaves_ @finviz_com @TrendSpider @unusual_whales @YahooFinance @KobeissiLetter Better social/real world data"  
[X Link](https://x.com/investingluc/status/2021581030205862182)  2026-02-11T13:44Z 23.3K followers, [---] engagements


"@TradableAstro @finviz_com @TrendSpider @unusual_whales @YahooFinance @KobeissiLetter More of a broader list based on ux/ui preference but if I gotta pick an "all around" choice I'm going Finviz every time"  
[X Link](https://x.com/investingluc/status/2021581604934570471)  2026-02-11T13:46Z 23.3K followers, [---] engagements


"@Mr_Derivatives @ripster47 @OMillionaires @epictrades1 @livetradepro @BullTradeFinder @blondebroker1 @finviz_com @SubuTrade @commonsenseplay @BullflowIO Some great names on here Heis Finviz is the 🐐"  
[X Link](https://x.com/investingluc/status/2021629371954700716)  2026-02-11T16:56Z 23.3K followers, [---] engagements


"@BradoCapital @finviz_com @TrendSpider @unusual_whales @YahooFinance @KobeissiLetter @fiscal_ai been following you guys for since the finchat days"  
[X Link](https://x.com/investingluc/status/2021708447109001553)  2026-02-11T22:10Z 23.3K followers, [---] engagements


"@BabaNeal007 We are getting insane moves on both sides in many individual stocks.what am I missing"  
[X Link](https://x.com/investingluc/status/2021715866195267774)  2026-02-11T22:39Z 23.3K followers, [----] engagements


"@KobeissiLetter Directionally daytrading 0DTE options is a scam and you can't change my mind"  
[X Link](https://x.com/investingluc/status/2021718739025113294)  2026-02-11T22:51Z 23.3K followers, [----] engagements


"@Ironman7883 @KobeissiLetter Yes for surevia gamma-driven dealer hedgingaka mms are typically short gamma on the insane 0DTE flow so to stay delta-neutral they gotta hedge aggressively in the underlying stock/futes"  
[X Link](https://x.com/investingluc/status/2021721683128684845)  2026-02-11T23:03Z 23.3K followers, [---] engagements


"@Mr_Derivatives Heis changing lives ♥"  
[X Link](https://x.com/investingluc/status/2021751334475571693)  2026-02-12T01:00Z 23.3K followers, [---] engagements


"@ddw88523 PainPal I rode it once during the openai announcement then got out quick"  
[X Link](https://x.com/investingluc/status/2021752383706165425)  2026-02-12T01:05Z 23.3K followers, [---] engagements


"@SixSigmaCapital It's priced as if Epstein's the current CEO"  
[X Link](https://x.com/investingluc/status/2022059603559952751)  2026-02-12T21:25Z 23.3K followers, [---] engagements


"@Sunrise202086 Tell me more"  
[X Link](https://x.com/investingluc/status/2022069912035090764)  2026-02-12T22:06Z 23.3K followers, [---] engagements


"WHAT IS GOING ON I LOVE YOU @Mr_Derivatives Every now and then I like to spotlight a small Fintwit account I feel is worthy of a larger following. This one is not a request by them a sponsored ad or paid affiliation. Nothing. I just want to use my platform to help someone that is an up and coming Fintwitter in the Every now and then I like to spotlight a small Fintwit account I feel is worthy of a larger following. This one is not a request by them a sponsored ad or paid affiliation. Nothing. I just want to use my platform to help someone that is an up and coming Fintwitter in the"  
[X Link](https://x.com/investingluc/status/1971616774723715502)  2025-09-26T16:44Z 23.4K followers, 142.3K engagements


"The next big theme will be robotics. Here's a list.(bookmark this puppy): Logistics $AMZN Amazon $SYM Symbotic $SERV Serve Robotics $AUTO AutoStore $GXO GXO Logistics Robotics Software $NVDA NVIDIA $PTC PTC Healthcare Robotics $MDT Medtronic $SYK Stryker $ARAY Accuray $ISRG Intuitive Surgical Industrial Robotics $TSLA Tesla $HON Honeywell $TER Teradyne $LECO Lincoln Electric Robotics Automation $ROK Rockwell Automation $ABBN ABB $ZBRA Zebra Technologies $CGNX Cognex $PATH UiPath $PEGA Pegasystems Defense Robotics $AVAV AeroVironment $KTOS Kratos $LMT Lockheed Martin $NOC Northrop Grumman $BA"  
[X Link](https://x.com/anyuser/status/1980460837073743895)  2025-10-21T02:27Z 23.4K followers, 135.8K engagements


"Cha Xi-ing coming for China stocks U.S. + China trade deal on deck. My China watchlist: Internet Retail: Alibaba $BABA JD $JD Pinduoduo $PDD Auto: XPeng $XPEV NIO $NIO Li Auto $LI Education: New Oriental Education $EDU TAL Education $TAL Internet Content / Information: Tencent Music $TME Baidu $BIDU Bilibili $BILI $KWEB (China technology ETF) looks noiceee on the monthly chart👀 https://twitter.com/i/web/status/1982595432359309553 https://twitter.com/i/web/status/1982595432359309553"  
[X Link](https://x.com/investingluc/status/1982595432359309553)  2025-10-26T23:49Z 23.4K followers, [----] engagements


"Don't overlook these little comments. They reveal a lot about future plans. Robotics can be far bigger than anyone expects. Here's my updated list.(bookmark this puppy): Logistics $AMZN Amazon $SYM Symbotic $SERV Serve Robotics $AUTO AutoStore $GXO GXO Logistics Mobility Robotics $TSLA Tesla $RIVN Rivian $XPEV Xpeng Robotics Software $NVDA NVIDIA $PTC PTC Healthcare Robotics $MDT Medtronic $SYK Stryker $ARAY Accuray $ISRG Intuitive Surgical Industrial Robotics $HON Honeywell $TER Teradyne $LECO Lincoln Electric Robotics Automation $ROK Rockwell Automation $ABBN ABB $ZBRA Zebra Technologies"  
[X Link](https://x.com/investingluc/status/1996211376520376787)  2025-12-03T13:34Z 23.4K followers, 73K engagements


"I found this guy @ChrisCamillo. Took $20K to $80M. We share a similar style. Found insane alpha in something called social arbitrage (or observational arbitrage). Tiktok comments. Viral videos. Social sentiment. The real world. Fascinating"  
[X Link](https://x.com/investingluc/status/2002005075892310075)  2025-12-19T13:16Z 23.4K followers, 70.5K engagements


"Jeffery Star promoted e.l.f. beauty in a youtube video over [--] years ago. Its stock gained 1000%+ in the years after. This created a new form of arbitrage called observational or "social" arbitrage. Any influencer cultural change or emerging trend can be a catalyst. Spend [--] min watching @ChrisCamillo's explanation on @myfirstmilpod. Yes charts & fundies are part of the game too.but I'm all in on social arbitrage. https://twitter.com/i/web/status/2003476458719600948 https://twitter.com/i/web/status/2003476458719600948"  
[X Link](https://x.com/investingluc/status/2003476458719600948)  2025-12-23T14:43Z 23.3K followers, 45.8K engagements


"Women are genuinely better than men at spotting early cultural shifts in their little world. I can't even count how many times my wife and her friends have sparked trade ideas in consumer retail. All jokes aside I try to spend time every weekend to visualize what the world will look like in [--] year. Taking into account everything that's going on in the world. New technologies politics emerging trends conflict social media consumer behavior markets.the full picture. - what *might* be meaningfully different in a year - which companies could benefit - what are people interested in or obsessed"  
[X Link](https://x.com/investingluc/status/2017711234481873179)  2026-01-31T21:27Z 23.3K followers, [----] engagements


"$UBER is kinda stuck in no man's land as a company. Pivot to autonomous vehicle world is gonna be tough but doable. Need to aggressively partner with companies actually building the cars (waymo $tsla $lcid waabi). Has to become the aggregator of robotaxis or "one stop shop" to get a ride from a robot car. Biggest lever for $UBER is that autonomous vehicles remove the single biggest cost/constraint (human drivers).without UBER needing to solve autonomy itself. If any of the big car-building players want instant demand at scale they plug into Uber.who wins no matter who's car tech is better. No"  
[X Link](https://x.com/investingluc/status/2019040958159912966)  2026-02-04T13:30Z 23.3K followers, [----] engagements


"@LogicalThesis My outside the box theory People that get laid off. need emotional support entertainment and sense of "meaning" sooo they get a dog/animal. $CHWY et al gets repriced. kinda joking kinda not"  
[X Link](https://x.com/investingluc/status/2020878132505362791)  2026-02-09T15:11Z 23.4K followers, [----] engagements


"@prosperousguy Perfect example🙄"  
[X Link](https://x.com/investingluc/status/2021765489664422007)  2026-02-12T01:57Z 23.4K followers, [---] engagements


"Yes but tt's like when you're a little kid lining up to get picked for a kickball game. You don't have to get picked first you just have to join the right team or get picked onto the right team. In this scenario you don't have to be *first* to a theme you just have to join the right theme"  
[X Link](https://x.com/investingluc/status/2021946044251021672)  2026-02-12T13:54Z 23.4K followers, [----] engagements


"Suddenly youre [--]. Out of college now. Got the new corporate job. Apartment in the city. Met a girl and its getting serious. Joined the pickleball league. Youre happy. Its everything you wanted right The steady paycheck your own crib no more useless schoolwork. But every morning lacks excitement. Its already mundane. [--] more years of thiswake up 9-5 gym netflix die But its everything that younger you had hoped for. Or was it At [--] you feel different. Feels like a blank canvason your own no parents no teachers no responsibilities. Your life is now solely based on your decisions. All on you"  
[X Link](https://x.com/investingluc/status/1992425289759006762)  2025-11-23T02:49Z 23.4K followers, 2.1M engagements


"Younger brother came into town for the holidays we were talking about crypto yesterday. Trying to figure out why it's been so weak even with strong equity markets. He threw me a curveball. "Crypto isn't that cool anymore." Blew my mind. The kid is [--]. "Prediction markets are better and stocks too because they don't get rugged 24/7". I looked much deeper last night.and what I'm observing under the surface is not technical or fundamental. It's cultural. A social shift. Attention has relocated. Starts on youtube. Views are down across anything related to crypto. A crypto youtuber with 139K"  
[X Link](https://x.com/investingluc/status/2003502640555008316)  2025-12-23T16:27Z 23.4K followers, 1.1M engagements


""Is trading hard" I dont know you tell me. We need the mental toughness of a pro athlete patience of a monk precision of a brain surgeon pattern recognition of a chess grandmaster. All at the same time. Under pressure. While managing fear greed ego.in real time with your own money on the line. Competing against the smartest people on earth the richest people on earth.who have better data faster technology and deeper pockets. Whose entire business model is taking retail's money. Oh ya.and youre expected to stay calm make rational decisions and execute while in a violent dogfight with your own"  
[X Link](https://x.com/investingluc/status/2014042143656972756)  2026-01-21T18:27Z 23.4K followers, 316.3K engagements


"VSCO The college girls you overheard at the coffee shop. The tiktok comments obsessing over that brand. Sydney Sweeney's jeans going viral. It's all right in front of your eyes. Before it shows up on the charts. Or in the earnings call. Or in the analyst upgrades. It's happening in the real world. Pop culture. Trending topics. Social media. Livestreams. Movies. Influencers. Maybe it's Victoria's Secret bringing back the Fashion Show going "unwoke" and $VSCO ripping 300% in a few months. AEO Or maybe it was Sydney Sweeney launching the American Eagle collab and $AEO stock ripping 100%+ in less"  
[X Link](https://x.com/investingluc/status/2015529292680269914)  2026-01-25T20:56Z 23.4K followers, 55.5K engagements


"Heres how I find stock ideas. Tools I use for each research layer: (feel free to bookmark) Research & Scanning Finviz (@finviz_com) TrendSpider (@TrendSpider) Unusual Whales (@unusual_whales) Yahoo Finance (@YahooFinance) Kobeissi Letter (@KobeissiLetter) Fundamental Analysis & Reports Fiscal AI (@fiscal_ai) Koyfin (@KoyfinCharts) Seeking Alpha (@SeekingAlpha) Motley Fool (@themotleyfool) Charting TradingView (@tradingview) Barchart (@Barchart) ThinkOrSwim (@CharlesSchwab) Social Sentiment & Alternative Data StockTwits (@Stocktwits) Reddit (@Reddit) Quiver Quant (@QuiverQuant) AltIndex"  
[X Link](https://x.com/investingluc/status/2021402904804880760)  2026-02-11T01:56Z 23.4K followers, 63.9K engagements


"Below you'll find some of the platforms prompts and pieces I use to analyze themes + relative strength. I noticed everyone was bookmarking a reply I made about finding the next *themes + strongest http://x.com/i/article/2022292350857322496 http://x.com/i/article/2022292350857322496"  
[X Link](https://x.com/investingluc/status/2022304620358275534)  2026-02-13T13:39Z 23.4K followers, 36.9K engagements


"@GlitzPinkMama Dont know as much about it but definitely has been beaten down. I think $SWBI is the better vehicle"  
[X Link](https://x.com/investingluc/status/2015171101958054361)  2026-01-24T21:13Z 23.4K followers, [---] engagements


"The US government has purchased equity stakes in five publicly traded companies since Trump took office. Intel $INTC MP Materials $MP Lithium Americas $LAC Trilogy Metals $TMQ USA Rare Earth $USAR I was looking for interesting patterns. 1) 2/5 of them have "America" in the company name fwiw. Coincidence Probably.but ya never know. Meaning $ESOA $AREC $UAMY could be in play. 2) Each name is tied to a bottleneck. - semi's - $INTC - rare earth magnets - $USAR etc. 3) None of them are SaaS cloud or AI. - current administration focusing on hard assets (look at $GLD $SLV even) over digital assets"  
[X Link](https://x.com/investingluc/status/2015562964888101304)  2026-01-25T23:10Z 23.4K followers, 360K engagements


"The pain trade is downIm guessing a short term re-test of lows. Heres what I think happened. You bought early last week. Long [---] shares. Price moves against you all week. Youre now down -20% on your position. Everyone else is too. Then on Friday your stock pops 10%-20% on that late week rally. You get back to even. Saved the day. Morale is good now. You decide to hold over the weekend hoping for continuation this week. My guess is that they pull the market back on Monday/Tuesday wipe any short term options out + triggering stopsthen upside move continues later in the week. Volatility + range"  
[X Link](https://x.com/investingluc/status/2020525212572303459)  2026-02-08T15:48Z 23.4K followers, 27.1K engagements


"New position in $SOFI. Larger allocation than usual.here's why. S&P500 inclusion candidate. Rebalancing happens quarterly with next one being March 20th '26. Near term catalyst. Inclusion could pop the stock 5%-10%. Anticipation alone can be a strong tailwind. Just launched crypto trading but unlike $HOOD & $COIN $SOFI monetizes relationships.not trading volume + market activity. Revenue is tied to member LTV. Lower rates are mega bullish for $SOFI too.student loan refi's mortgage demand personal loans. $HOOD's former superstar marketing leader Patrick Moran joined $SOFI a month ago👀."  
[X Link](https://x.com/investingluc/status/2020664738858906010)  2026-02-09T01:03Z 23.4K followers, 32.2K engagements


"$HIMS has some balls. Leadership taking big swings and striking out every once in awhile is not necessarily a bad thing. Big thinkers and innovators play big. Often in the gray areas.seeing that now with the $nvo lawsuit. Move fast and break things. All the hyper growth players looked reckless early on.and made stupid mistakes when trying to really lift off. $hood halted trading during the $gme saga. $uber launched in cities without approval and got banned. States called $dkng "illegal gambling" in the early days. $HIMS is in its emotional teenage years trying to figure things out while"  
[X Link](https://x.com/investingluc/status/2020846860106174826)  2026-02-09T13:06Z 23.4K followers, 32.9K engagements


"I'm a quiet guy. Don't like public attention that much. And my personality bleeds into my trading in the same way. I avoid what I call "maximum visibility". If a stock is at the top of every headline I don't touch for at least a week. For most plebs.it's the opposite. Everyone's talking about popular stock so you must buy. Hot girl in the red dress syndrome. Grass isn't always greener though. Social media has a funny way of creating a false sense of urgency. Your buddy Tom Lee says ETH is going to a bazillion. Saylor's spamming "more orange dots". Big influencers like antonio linguine"  
[X Link](https://x.com/investingluc/status/2020984652228395035)  2026-02-09T22:14Z 23.4K followers, 11.2K engagements


"It won't go down. Current admin won't let it. Every meaningful dip "tacos" within two weeks. Volatility sure but meaningful downside It's going to take something outside of the President's control to really roll this thing over in the first half of this year. Sure there will be many 1%-3% mini drops in $SPY next few months.but another -15% correction before midterms is less than likely. Market performance is the current admin's metric of choice.they call out the "historic stock market" seemingly daily. Will do almost anything to maintain current trajectory. Individual high-beta names will"  
[X Link](https://x.com/investingluc/status/2021021680093548943)  2026-02-10T00:41Z 23.4K followers, [----] engagements


"I don't believe in slam dunks in the market but if there's a layup.it's $INTC. Effectively "too important to fail" for national security. Gov't owns 10% stake. Domestic semi manufacturing. Consolidating at highs. Look at the setup + story.won't catch me bearish"  
[X Link](https://x.com/investingluc/status/2021227714850513316)  2026-02-10T14:20Z 23.4K followers, 20.2K engagements


"$180 when posted to $240 this morning for $VRT. Boom"  
[X Link](https://x.com/investingluc/status/2021586895185080436)  2026-02-11T14:07Z 23.4K followers, [----] engagements


"Catalysts. Here are my "best case scenarios" when researching the strength of a catalyst. Timing.Fixed or Flexible Both can work but I prefer to have a fixed day/time when it comes to catalysts. events conferences earnings s&p inclusion window FDA decisions product drop court ruling etc Stuff that can build anticipation. Bring me to my next (very important) point. Anticipation Reaction The move (or at least the meat of it) usually happens before the actual catalyst/event. I usually de-risk on the day of the catalyst/event to minimize "sell the news" situations. Obviously this is hard to do if"  
[X Link](https://x.com/investingluc/status/2021596889364275298)  2026-02-11T14:47Z 23.4K followers, [----] engagements


"How to use politician trades to make decisions. Everyone jokes that politicians are the best traders alive.but almost nobody actually knows how to use their trades correctly. Heres how political trades actually work: 1) The trade didnt happen today. Members of Congress report trades under the *STOCK Act*.meaning they have up to [--] days to disclose. A lot can happen in [--] days right Well this means the nancy pelosi bought x stock headline usually tells you: the trade actually happened maybe weeks ago probably in a totally different market environment sometimes before earnings/news/catalyst So"  
[X Link](https://x.com/investingluc/status/2021765115364901169)  2026-02-12T01:55Z 23.4K followers, [----] engagements


"Predicting direction is all about probabilities. Looking at $SPY right now.since december six of the last seven drops of 1-2% in $SPY have been completely bought up within a week or two. You don't have to catch the exact bottom but I'm a man willing to take the odds that it get bought up a seventh time. Not a permabull by any means but I read probabilities + context and this is my read"  
[X Link](https://x.com/investingluc/status/2022001593185378783)  2026-02-12T17:35Z 23.4K followers, 11.8K engagements


"Position sizing.here's a lesson. Best way to know that you're oversized (or too exposed) is by the amount of times you check your positions/portfolio every day. Sounds stupid but it's an obvious indicator that you're overexposed/emotional. Monitor your own behavior closely"  
[X Link](https://x.com/investingluc/status/2022068348650148224)  2026-02-12T22:00Z 23.4K followers, 12.2K engagements


"Read to the end for my thesis on the connection between robotics and guns. Few months ago my brothers wife asked about buying a gun. Shes [---] and has never touched one in her life. My sister said the same thing a week later. I was thinking wtf is going on here.something's shifting. So I looked into it a lil bit. Around [----] gun demand was a fear thing.covid riots politics. I believe there's a new (somewhat similiar) story in [----] six years later. Lots of uncertainty creeping in again between election cycle coming geopolitics police self defense.even ai. Google searches for "best gun" +"  
[X Link](https://x.com/investingluc/status/2015159340437491753)  2026-01-24T20:26Z 23.4K followers, 11.1K engagements


"@KobeissiLetter I'm watching $BA veryyy closely as an trump favored "og american" name that meaningfully benefits from trade normalization"  
[X Link](https://x.com/investingluc/status/2019110397723508965)  2026-02-04T18:06Z 23.4K followers, [----] engagements


"No wonder $HOOD and every other fintech app is building a "superapp". Crypto trading volume down -38% this Q for $hood per the earnings release just now. Can't just rely on trading volume + transactions (or selling data to hedgies) anymore. Two options. Pivot to the superapp & build trading predication markets credit cards retirement banking etc.for multiple revenue streams during market downturns. More surfaces = more chances you transact.aka "behavior-based revenue". Or go the $SOFI route. "Relationship-based revenue". SoFi monetizes membership + their ecosystem.bc of $SOFI's full bank"  
[X Link](https://x.com/investingluc/status/2021358729610870787)  2026-02-10T23:00Z 23.4K followers, 23.2K engagements


"Most interesting thing going for $SHOP is the expansion of the "ShopPay" network outside of the shopify ecosystem. *If* the ShopPay payments & checkout network continues to shift from a platform exclusive to platform agnostic (integrating across broader ecommerce env) this can re-price. Similar to how Stripe ($140B val) operates broadly for digital goods. Could be a major winner when the agentic commerce theme inevitably heats up as well. Love this name long term"  
[X Link](https://x.com/investingluc/status/2021579480616083845)  2026-02-11T13:38Z 23.4K followers, [----] engagements


"Fastest way to blow up an account is believing a stock cant go any lower. You bought the *cheap shares* and thought you got a good entry but stock drops another 25% in a month & you're the newest community member.now what Here's the reality of surviving long term. If you want to go long there's two entry points. - the stock is headed to the top right hand corner of the screen and you are entering on dips within that trend.trend flips - you exit + reassess. or - the stock has sold off but is now basing (NOT making new lows).in a range. You have a clear risk level & you will exit if broken."  
[X Link](https://x.com/investingluc/status/2021751126714917301)  2026-02-12T01:00Z 23.4K followers, 15.7K engagements


"well well well"  
[X Link](https://x.com/investingluc/status/2022361556907102477)  2026-02-13T17:25Z 23.4K followers, [----] engagements

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