[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @mark_to_mkt M2M M2M posts on X about ai, $nvda, strong, nvda the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1764033114656104448/interactions)  - X Week XXXXXX -XXXX% - X Month XXXXXX -XX% - X Months XXXXXXX +120% - X Year XXXXXXX +294% ### Mentions: XX [#](/creator/twitter::1764033114656104448/posts_active)  - X Week XX no change - X Month XXX -XX% - X Months XXXXX +124% - X Year XXXXX +87% ### Followers: XXXXX [#](/creator/twitter::1764033114656104448/followers)  - X Week XXXXX +1% - X Month XXXXX +12% - X Months XXXXX +63% - X Year XXXXX +151% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1764033114656104448/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXX% [automotive brands](/list/automotive-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [ai](/topic/ai) 7.59%, [$nvda](/topic/$nvda) #1519, [strong](/topic/strong) 5.06%, [nvda](/topic/nvda) 3.8%, [$docn](/topic/$docn) 3.8%, [gas](/topic/gas) 3.8%, [$ter](/topic/$ter) 2.53%, [$shls](/topic/$shls) #39, [$xmtr](/topic/$xmtr) #10, [ipo](/topic/ipo) #948 **Top accounts mentioned or mentioned by** [@bunkbilfington](/creator/undefined) [@jkeynesalpha](/creator/undefined) [@rivian](/creator/undefined) [@cruxcapital](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Teradyne, Inc. (TER)](/topic/$ter) [Shoals Technologies Group, Inc. Class A Common Stock (SHLS)](/topic/$shls) [Xometry, Inc. Class A Common Stock (XMTR)](/topic/$xmtr) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Advanced Micro Devices (AMD)](/topic/$amd) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Microsoft Corp. (MSFT)](/topic/$msft) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Auroracoin (AUR)](/topic/$aur) [Tesla, Inc. (TSLA)](/topic/$tsla) [OpenServ (SERV)](/topic/$serv) [Zebra Technologies Corp. (ZBRA)](/topic/$zbra) [Intel Corporation (INTC)](/topic/$intc) [Nxt (NXT)](/topic/$nxt) [Vicor Corp (VICR)](/topic/$vicr) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Ciena Corporation (CIEN)](/topic/$cien) [Amphenol Corporation (APH)](/topic/$aph) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Coldstack (CLS)](/topic/$cls) [Frodo the virtual samurai (FROG)](/topic/$frog) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [USDC (USDC)](/topic/usdc) [TAC Protocol (TAC)](/topic/$tac) [Prime Numbers Labs Ecosystem (PRNT)](/topic/$prnt) [Scry.info (DDD)](/topic/$ddd) [Velo (VELO)](/topic/$velo) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Flits (FLS)](/topic/$fls) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Schlumberger NV (SLB)](/topic/$slb) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Arista Networks Inc (ANET)](/topic/$anet) [Warby Parker Inc. (WRBY)](/topic/$wrby) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [TeraWulf Inc. (WULF)](/topic/$wulf) [Oracle Corporation (ORCL)](/topic/$orcl) ### Top Social Posts Top posts by engagements in the last XX hours "The Trump Administration really runs things like a trade desk. With AI overheated (and models likely to plateau for the time being) theyre creating rotation into robotics and physical AI (e.g. autonomous driving - see $AUR today). Should be a fun theme in 2026. $TSLA $NVDA $QCOM $TER $SERV $OUST $SYM $ZBRA" [X Link](https://x.com/mark_to_mkt/status/1996467336610759121) 2025-12-04T06:31Z 1472 followers, XXX engagements "$SHLS flag breakout" [X Link](https://x.com/mark_to_mkt/status/1978122844509966368) 2025-10-14T15:36Z 1469 followers, XXX engagements "$SHLS continues to stair step higher" [X Link](https://x.com/mark_to_mkt/status/1978310748146373080) 2025-10-15T04:03Z 1470 followers, XXX engagements "$XMTR breaking out of a X year IPO base" [X Link](https://x.com/mark_to_mkt/status/1988830324281995500) 2025-11-13T04:44Z 1470 followers, XXX engagements "$INTC MAs have caught up; needs a catalyst but given that the Trump Administration trade desk is working this one something is bound to show up. 😜" [X Link](https://x.com/mark_to_mkt/status/1993525894921789567) 2025-11-26T03:43Z 1469 followers, 2333 engagements "$DOCN started a position here. Setting up on daily and weekly timeframes" [X Link](https://x.com/mark_to_mkt/status/1995882339231301716) 2025-12-02T15:46Z 1471 followers, XXX engagements "$DOCN cut it. Not quite ready to start a markup sequence" [X Link](https://x.com/mark_to_mkt/status/1996072814806532246) 2025-12-03T04:23Z 1471 followers, XXX engagements "$RIVN all dips being bought; would love to see it flag here before December 11th Autonomy/AI Day" [X Link](https://x.com/mark_to_mkt/status/1996311130915144117) 2025-12-03T20:10Z 1468 followers, XXX engagements "$GFS domestic fab that has underperformed the more AI pure play $TSEM. Just acquired a Singaporean silicon photonics company and is trying to strengthen its AI/data center business. Currently weighed down by its smartphone business (45% of its current revenue). Will be a player in IOT and physical AI as those markets mature" [X Link](https://x.com/mark_to_mkt/status/1996413509769572671) 2025-12-04T02:57Z 1472 followers, 1260 engagements "$NXT slingshot (low volume)" [X Link](https://x.com/mark_to_mkt/status/1996689525591130466) 2025-12-04T21:14Z 1469 followers, XXX engagements "$GDS coiled; lots of focus around the Chinese chip industry this week with $NVDA negotiations and $BIDU spinoff news" [X Link](https://x.com/mark_to_mkt/status/1996928913290006866) 2025-12-05T13:05Z 1468 followers, XXX engagements "$LITE - I generally keep a tighter stop but trailing the 50EMA here would have let you stay in for the entire move. Has been the quiet leader of this AI infrastructure rally" [X Link](https://x.com/mark_to_mkt/status/1996934555304186213) 2025-12-05T13:27Z 1469 followers, XXX engagements "$AMKR Zooming out on the quarterly shows key levels up above. Extended on the daily and could use consolidation. Amkor is critical to semi onshoring. Currently Blackwell wafers are produced in the US but shipped to Taiwan for packaging. Amkor will take this over in 2027/2028" [X Link](https://x.com/mark_to_mkt/status/1996938231578087637) 2025-12-05T13:42Z 1468 followers, XXX engagements "$VICR high tight earnings flag. Manufacturers components that improve energy efficiency in GPUs/accelerators drones satellites and robots" [X Link](https://x.com/mark_to_mkt/status/1996943368493101162) 2025-12-05T14:02Z 1468 followers, XXX engagements "$TER Model book stock:100% move since July with multiple power gap ups" [X Link](https://x.com/mark_to_mkt/status/1997120553237536829) 2025-12-06T01:46Z 1470 followers, XXX engagements "$FLNC Another renewable/battery name with strong volume. Monthly showing that this move may just be starting" [X Link](https://x.com/mark_to_mkt/status/1997122760397762804) 2025-12-06T01:55Z 1468 followers, XXX engagements "$DOCN slingshot yesterday; would like to see volume follow through next week" [X Link](https://x.com/mark_to_mkt/status/1997306163541725293) 2025-12-06T14:04Z 1471 followers, XXX engagements "$CIEN networking name with earnings Thursday. After Q2 earnings it went on a XXX% run. Now with flat base into Q3 report" [X Link](https://x.com/mark_to_mkt/status/1997322719973851333) 2025-12-06T15:10Z 1469 followers, XXX engagements "$APH another networking name that has rallied. Now flagging" [X Link](https://x.com/mark_to_mkt/status/1997323082181267950) 2025-12-06T15:11Z 1468 followers, XXX engagements "$LBRT Best week since earnings breakout rally. Looks headed for ATHs with natural gas names strong" [X Link](https://x.com/mark_to_mkt/status/1997355445221261666) 2025-12-06T17:20Z 1468 followers, XXX engagements "$LMND earnings flag nearing breakout. Wednesday was ideal entry point" [X Link](https://x.com/mark_to_mkt/status/1997708087470494157) 2025-12-07T16:41Z 1468 followers, XXX engagements "$CLS pullback after testing resistance; lowest volume of Q on Friday" [X Link](https://x.com/mark_to_mkt/status/1997710388323062194) 2025-12-07T16:50Z 1469 followers, XXX engagements "$DQ break of trend line" [X Link](https://x.com/mark_to_mkt/status/1998044371384709453) 2025-12-08T14:57Z 1470 followers, XXX engagements "$RIVN down X% on downgrade (citing known R2 execution risk); flagging here gives a stronger setup into Autonomy/AI Day" [X Link](https://x.com/mark_to_mkt/status/1998051658442629577) 2025-12-08T15:26Z 1470 followers, XXX engagements "$FROG strong volume; continuation of flag breakout" [X Link](https://x.com/mark_to_mkt/status/1998410918821237012) 2025-12-09T15:14Z 1468 followers, XXX engagements "$RKT weekly cup and handle breakout (more volume in the handle than is ideal); monthly showing IPO base. Larger more integrated company after Mr. Cooper (mortgage servicing) and Redfin acquisitions. One of the biggest potential beneficiaries of thawing housing and refi markets" [X Link](https://x.com/mark_to_mkt/status/1994873517335335395) 2025-11-29T20:58Z 1470 followers, XXX engagements "$NVDA $AMD reason for the spike in both" [X Link](https://x.com/mark_to_mkt/status/1998095231250829410) 2025-12-08T18:20Z 1470 followers, XXX engagements "$CRCL Commodity Futures Trading Commission Acting Chairman Caroline D. Pham announces launch of a digital assets pilot program for certain digital assets including BTC ETH and USDC to be used as collateral in derivatives markets" [X Link](https://x.com/mark_to_mkt/status/1998159571286987152) 2025-12-08T22:35Z 1470 followers, XXX engagements "$CRCL reacting well to news and upgrade; showing RS today" [X Link](https://x.com/mark_to_mkt/status/1998417613064704049) 2025-12-09T15:41Z 1470 followers, XXX engagements "$TE XX% move since break of trendline and 10/21D cross" [X Link](https://x.com/mark_to_mkt/status/1998577120755470612) 2025-12-10T02:14Z 1470 followers, XXX engagements "$TAC Canadian energy company (hydro wind solar nat gas and battery storage - 9000 MW) tried to breakout today on $MSFT $19B investment in AI infrastructure in Canada. On watch for break $15.22" [X Link](https://x.com/mark_to_mkt/status/1998578488249561109) 2025-12-10T02:20Z 1470 followers, XXX engagements "$PRNT Ark 3-D printing ETF. Getting orderly near the top of a 3-year base. A way to play robotics and factory automation. $SSYS $DDD $XMTR $VELO $PRLB" [X Link](https://x.com/mark_to_mkt/status/1981787085213503514) 2025-10-24T18:17Z 1470 followers, XXX engagements "$APLD continues to show the most strength in data center plays" [X Link](https://x.com/mark_to_mkt/status/1998409449917296922) 2025-12-09T15:08Z 1471 followers, XXX engagements "$FLS High tight earnings flag" [X Link](https://x.com/mark_to_mkt/status/1996270069517808064) 2025-12-03T17:27Z 1471 followers, XXX engagements "$TSEM not talked about and missed the XXX% move since August. Analog chip fab that produces silicon photonics chips. Market has clearly woken up to the networking (not just memory) bottleneck and importance of photonics. $LITE $MRVL" [X Link](https://x.com/mark_to_mkt/status/1996412637152968760) 2025-12-04T02:53Z 1471 followers, 1378 engagements "@crux_capital_ Great list. Id add $GFS especially after their acquisition of InifiniLink and Advanced Micro Foundry" [X Link](https://x.com/mark_to_mkt/status/1996446155589484965) 2025-12-04T05:07Z 1471 followers, XXX engagements "$VNET similar coiled look as $GDS; higher ATR play" [X Link](https://x.com/mark_to_mkt/status/1996929558667506007) 2025-12-05T13:08Z 1471 followers, XXX engagements "$ZM Q3 showed strong profitability; tightening toward the top of a yearlong base. $XX level is key. Was perky Friday but needs volume to get through resistance. On watch next week. Another one that is getting close" [X Link](https://x.com/mark_to_mkt/status/1997304940952469616) 2025-12-06T13:59Z 1471 followers, XXX engagements "$AAOI optics/networking name; tightening price action in a hot sector. On watch next week" [X Link](https://x.com/mark_to_mkt/status/1997324227071054181) 2025-12-06T15:16Z 1471 followers, XXX engagements "$SLB want more confirmation that its building a right side but oil and gas seem like a potential theme for 2026" [X Link](https://x.com/mark_to_mkt/status/1997357057310445577) 2025-12-06T17:26Z 1471 followers, XXX engagements "$ASX doesnt get much coverage but its an important relief valve for $TSM co-packaging demand like $AMKR. Given the chiplet/multi-die design for $NVDA $AMD next gen accelerators it is the better near term play in advanced packaging. $AMKR is the onshoring play but production at its new AZ plant wont begin until 2028" [X Link](https://x.com/mark_to_mkt/status/1997894279394648133) 2025-12-08T05:01Z 1471 followers, XXX engagements "$MRVL - The (mis) Information has this one wrong. Very apparent they didnt even listen to the earnings call before publishing their story. $MSFT $AVGO ASICs would be years out and mean that Microsoft would be further generations behind" [X Link](https://x.com/mark_to_mkt/status/1998086576077939029) 2025-12-08T17:45Z 1471 followers, XXX engagements "$DQ slingshot" [X Link](https://x.com/mark_to_mkt/status/1998407237442928882) 2025-12-09T14:59Z 1471 followers, XXX engagements "$WRBY follow through after $GOOGL smart glasses announcement yesterday" [X Link](https://x.com/mark_to_mkt/status/1998601754645279086) 2025-12-10T03:52Z 1471 followers, XXX engagements "$WULF RS amongst data center plays" [X Link](https://x.com/mark_to_mkt/status/1998768448223195216) 2025-12-10T14:55Z 1471 followers, XXX engagements "The $NVDA OpenAI complex trade is likely going to see near term distribution. The $ORCL earnings reaction makes clear that there is now a wall of worry to climb" [X Link](https://x.com/mark_to_mkt/status/1998933910315749790) 2025-12-11T01:52Z 1471 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@mark_to_mkt M2M
M2M posts on X about ai, $nvda, strong, nvda the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +120%
- X Year XXXXXXX +294%
Mentions: XX #
- X Week XX no change
- X Month XXX -XX%
- X Months XXXXX +124%
- X Year XXXXX +87%
Followers: XXXXX #
- X Week XXXXX +1%
- X Month XXXXX +12%
- X Months XXXXX +63%
- X Year XXXXX +151%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% cryptocurrencies XXXX% countries XXX% automotive brands XXXX% fashion brands XXXX%
Social topic influence ai 7.59%, $nvda #1519, strong 5.06%, nvda 3.8%, $docn 3.8%, gas 3.8%, $ter 2.53%, $shls #39, $xmtr #10, ipo #948
Top accounts mentioned or mentioned by @bunkbilfington @jkeynesalpha @rivian @cruxcapital
Top assets mentioned NVIDIA Corp. (NVDA) DigitalOcean Holdings, Inc. (DOCN) Teradyne, Inc. (TER) Shoals Technologies Group, Inc. Class A Common Stock (SHLS) Xometry, Inc. Class A Common Stock (XMTR) Rivian Automotive, Inc. (RIVN) GlobalFoundries, Inc. (GFS) Tower Semiconductor Ltd (TSEM) Lumentum Holdings Inc. Common Stock (LITE) Amkor Technology Inc (AMKR) Advanced Micro Devices (AMD) Circle Internet Group, Inc. (CRCL) Microsoft Corp. (MSFT) Marvell Technology Inc (MRVL) QUALCOMM, Inc. (QCOM) Symbotic Inc. Class A Common Stock (SYM) Auroracoin (AUR) Tesla, Inc. (TSLA) OpenServ (SERV) Zebra Technologies Corp. (ZBRA) Intel Corporation (INTC) Nxt (NXT) Vicor Corp (VICR) Fluence Energy, Inc. Class A Common Stock (FLNC) Ciena Corporation (CIEN) Amphenol Corporation (APH) Liberty Energy Inc. (LBRT) Lemonade, Inc. (LMND) Coldstack (CLS) Frodo the virtual samurai (FROG) Rocket Companies, Inc. (RKT) USDC (USDC) TAC Protocol (TAC) Prime Numbers Labs Ecosystem (PRNT) Scry.info (DDD) Velo (VELO) Applied Blockchain, Inc. Common Stock (APLD) Flits (FLS) Zoom Video Communications Inc (ZM) Schlumberger NV (SLB) ASE Technology Holding Co., Ltd. (ASX) Taiwan Semiconductor (TSM) Broadcom, Inc. (AVGO) Arista Networks Inc (ANET) Warby Parker Inc. (WRBY) Alphabet Inc Class A (GOOGL) TeraWulf Inc. (WULF) Oracle Corporation (ORCL)
Top Social Posts
Top posts by engagements in the last XX hours
"The Trump Administration really runs things like a trade desk. With AI overheated (and models likely to plateau for the time being) theyre creating rotation into robotics and physical AI (e.g. autonomous driving - see $AUR today). Should be a fun theme in 2026. $TSLA $NVDA $QCOM $TER $SERV $OUST $SYM $ZBRA"
X Link 2025-12-04T06:31Z 1472 followers, XXX engagements
"$SHLS flag breakout"
X Link 2025-10-14T15:36Z 1469 followers, XXX engagements
"$SHLS continues to stair step higher"
X Link 2025-10-15T04:03Z 1470 followers, XXX engagements
"$XMTR breaking out of a X year IPO base"
X Link 2025-11-13T04:44Z 1470 followers, XXX engagements
"$INTC MAs have caught up; needs a catalyst but given that the Trump Administration trade desk is working this one something is bound to show up. 😜"
X Link 2025-11-26T03:43Z 1469 followers, 2333 engagements
"$DOCN started a position here. Setting up on daily and weekly timeframes"
X Link 2025-12-02T15:46Z 1471 followers, XXX engagements
"$DOCN cut it. Not quite ready to start a markup sequence"
X Link 2025-12-03T04:23Z 1471 followers, XXX engagements
"$RIVN all dips being bought; would love to see it flag here before December 11th Autonomy/AI Day"
X Link 2025-12-03T20:10Z 1468 followers, XXX engagements
"$GFS domestic fab that has underperformed the more AI pure play $TSEM. Just acquired a Singaporean silicon photonics company and is trying to strengthen its AI/data center business. Currently weighed down by its smartphone business (45% of its current revenue). Will be a player in IOT and physical AI as those markets mature"
X Link 2025-12-04T02:57Z 1472 followers, 1260 engagements
"$NXT slingshot (low volume)"
X Link 2025-12-04T21:14Z 1469 followers, XXX engagements
"$GDS coiled; lots of focus around the Chinese chip industry this week with $NVDA negotiations and $BIDU spinoff news"
X Link 2025-12-05T13:05Z 1468 followers, XXX engagements
"$LITE - I generally keep a tighter stop but trailing the 50EMA here would have let you stay in for the entire move. Has been the quiet leader of this AI infrastructure rally"
X Link 2025-12-05T13:27Z 1469 followers, XXX engagements
"$AMKR Zooming out on the quarterly shows key levels up above. Extended on the daily and could use consolidation. Amkor is critical to semi onshoring. Currently Blackwell wafers are produced in the US but shipped to Taiwan for packaging. Amkor will take this over in 2027/2028"
X Link 2025-12-05T13:42Z 1468 followers, XXX engagements
"$VICR high tight earnings flag. Manufacturers components that improve energy efficiency in GPUs/accelerators drones satellites and robots"
X Link 2025-12-05T14:02Z 1468 followers, XXX engagements
"$TER Model book stock:100% move since July with multiple power gap ups"
X Link 2025-12-06T01:46Z 1470 followers, XXX engagements
"$FLNC Another renewable/battery name with strong volume. Monthly showing that this move may just be starting"
X Link 2025-12-06T01:55Z 1468 followers, XXX engagements
"$DOCN slingshot yesterday; would like to see volume follow through next week"
X Link 2025-12-06T14:04Z 1471 followers, XXX engagements
"$CIEN networking name with earnings Thursday. After Q2 earnings it went on a XXX% run. Now with flat base into Q3 report"
X Link 2025-12-06T15:10Z 1469 followers, XXX engagements
"$APH another networking name that has rallied. Now flagging"
X Link 2025-12-06T15:11Z 1468 followers, XXX engagements
"$LBRT Best week since earnings breakout rally. Looks headed for ATHs with natural gas names strong"
X Link 2025-12-06T17:20Z 1468 followers, XXX engagements
"$LMND earnings flag nearing breakout. Wednesday was ideal entry point"
X Link 2025-12-07T16:41Z 1468 followers, XXX engagements
"$CLS pullback after testing resistance; lowest volume of Q on Friday"
X Link 2025-12-07T16:50Z 1469 followers, XXX engagements
"$DQ break of trend line"
X Link 2025-12-08T14:57Z 1470 followers, XXX engagements
"$RIVN down X% on downgrade (citing known R2 execution risk); flagging here gives a stronger setup into Autonomy/AI Day"
X Link 2025-12-08T15:26Z 1470 followers, XXX engagements
"$FROG strong volume; continuation of flag breakout"
X Link 2025-12-09T15:14Z 1468 followers, XXX engagements
"$RKT weekly cup and handle breakout (more volume in the handle than is ideal); monthly showing IPO base. Larger more integrated company after Mr. Cooper (mortgage servicing) and Redfin acquisitions. One of the biggest potential beneficiaries of thawing housing and refi markets"
X Link 2025-11-29T20:58Z 1470 followers, XXX engagements
"$NVDA $AMD reason for the spike in both"
X Link 2025-12-08T18:20Z 1470 followers, XXX engagements
"$CRCL Commodity Futures Trading Commission Acting Chairman Caroline D. Pham announces launch of a digital assets pilot program for certain digital assets including BTC ETH and USDC to be used as collateral in derivatives markets"
X Link 2025-12-08T22:35Z 1470 followers, XXX engagements
"$CRCL reacting well to news and upgrade; showing RS today"
X Link 2025-12-09T15:41Z 1470 followers, XXX engagements
"$TE XX% move since break of trendline and 10/21D cross"
X Link 2025-12-10T02:14Z 1470 followers, XXX engagements
"$TAC Canadian energy company (hydro wind solar nat gas and battery storage - 9000 MW) tried to breakout today on $MSFT $19B investment in AI infrastructure in Canada. On watch for break $15.22"
X Link 2025-12-10T02:20Z 1470 followers, XXX engagements
"$PRNT Ark 3-D printing ETF. Getting orderly near the top of a 3-year base. A way to play robotics and factory automation. $SSYS $DDD $XMTR $VELO $PRLB"
X Link 2025-10-24T18:17Z 1470 followers, XXX engagements
"$APLD continues to show the most strength in data center plays"
X Link 2025-12-09T15:08Z 1471 followers, XXX engagements
"$FLS High tight earnings flag"
X Link 2025-12-03T17:27Z 1471 followers, XXX engagements
"$TSEM not talked about and missed the XXX% move since August. Analog chip fab that produces silicon photonics chips. Market has clearly woken up to the networking (not just memory) bottleneck and importance of photonics. $LITE $MRVL"
X Link 2025-12-04T02:53Z 1471 followers, 1378 engagements
"@crux_capital_ Great list. Id add $GFS especially after their acquisition of InifiniLink and Advanced Micro Foundry"
X Link 2025-12-04T05:07Z 1471 followers, XXX engagements
"$VNET similar coiled look as $GDS; higher ATR play"
X Link 2025-12-05T13:08Z 1471 followers, XXX engagements
"$ZM Q3 showed strong profitability; tightening toward the top of a yearlong base. $XX level is key. Was perky Friday but needs volume to get through resistance. On watch next week. Another one that is getting close"
X Link 2025-12-06T13:59Z 1471 followers, XXX engagements
"$AAOI optics/networking name; tightening price action in a hot sector. On watch next week"
X Link 2025-12-06T15:16Z 1471 followers, XXX engagements
"$SLB want more confirmation that its building a right side but oil and gas seem like a potential theme for 2026"
X Link 2025-12-06T17:26Z 1471 followers, XXX engagements
"$ASX doesnt get much coverage but its an important relief valve for $TSM co-packaging demand like $AMKR. Given the chiplet/multi-die design for $NVDA $AMD next gen accelerators it is the better near term play in advanced packaging. $AMKR is the onshoring play but production at its new AZ plant wont begin until 2028"
X Link 2025-12-08T05:01Z 1471 followers, XXX engagements
"$MRVL - The (mis) Information has this one wrong. Very apparent they didnt even listen to the earnings call before publishing their story. $MSFT $AVGO ASICs would be years out and mean that Microsoft would be further generations behind"
X Link 2025-12-08T17:45Z 1471 followers, XXX engagements
"$DQ slingshot"
X Link 2025-12-09T14:59Z 1471 followers, XXX engagements
"$WRBY follow through after $GOOGL smart glasses announcement yesterday"
X Link 2025-12-10T03:52Z 1471 followers, XXX engagements
"$WULF RS amongst data center plays"
X Link 2025-12-10T14:55Z 1471 followers, XXX engagements
"The $NVDA OpenAI complex trade is likely going to see near term distribution. The $ORCL earnings reaction makes clear that there is now a wall of worry to climb"
X Link 2025-12-11T01:52Z 1471 followers, XXX engagements