#  @mark_to_mkt Mark to Mkt Mark to Mkt posts on X about strong, $gds, $vnet, $vrt the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1764033114656104448/interactions)  - [--] Week [------] +8% - [--] Month [-------] +29% - [--] Months [---------] +194% - [--] Year [---------] +623% ### Mentions: [--] [#](/creator/twitter::1764033114656104448/posts_active)  - [--] Week [---] +2% - [--] Month [---] +32% - [--] Months [-----] +79% - [--] Year [-----] +73% ### Followers: [-----] [#](/creator/twitter::1764033114656104448/followers)  - [--] Week [-----] +0.43% - [--] Month [-----] +3.50% - [--] Months [-----] +44% - [--] Year [-----] +121% ### CreatorRank: [---------] [#](/creator/twitter::1764033114656104448/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 75% [finance](/list/finance) 12.5% [cryptocurrencies](/list/cryptocurrencies) 9.82% [technology brands](/list/technology-brands) 8.04% [countries](/list/countries) 1.79% [celebrities](/list/celebrities) 1.79% [financial services](/list/financial-services) 0.89% **Social topic influence** [strong](/topic/strong) 10.71%, [$gds](/topic/$gds) 8.93%, [$vnet](/topic/$vnet) #14, [$vrt](/topic/$vrt) 6.25%, [business](/topic/business) 5.36%, [$kc](/topic/$kc) 5.36%, [kc](/topic/kc) 5.36%, [company](/topic/company) 4.46%, [$algm](/topic/$algm) 4.46%, [ipo](/topic/ipo) #870 **Top accounts mentioned or mentioned by** [@venu7](/creator/undefined) [@epictrades1](/creator/undefined) [@alldaystocks](/creator/undefined) [@shakepryzby1](/creator/undefined) [@venu_7_](/creator/undefined) [@lillyl464172](/creator/undefined) [@angelgoddessde1](/creator/undefined) **Top assets mentioned** [Vertiv Holdings Co (VRT)](/topic/$vrt) [Kingsoft Cloud Holdings Limited (KC)](/topic/$kc) [Allegro Microsystems Inc (ALGM)](/topic/$algm) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Stacks (STX)](/topic/$stx) [Sunrun Inc (RUN)](/topic/$run) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Four (FORM)](/topic/$form) [Arm Holdings plc (ARM)](/topic/$arm) [Moderna Inc (MRNA)](/topic/$mrna) [Nextracker Inc. (NXT)](/topic/$nxt) [Arteris, Inc. (AIP)](/topic/$aip) [Legence Corp (LGN)](/topic/$lgn) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Metadium (META)](/topic/$meta) [Lumen Technologies Inc (LUMN)](/topic/$lumn) [Corning Incorporated (GLW)](/topic/$glw) [GlobalFoundries (GFS)](/topic/$gfs) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [Coherent Inc (COHR)](/topic/$cohr) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Arista Networks Inc (ANET)](/topic/$anet) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Viking Holdings Ltd (VIK)](/topic/$vik) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Amkor Technology Inc (AMKR)](/topic/$amkr) [TeraWulf Inc. (WULF)](/topic/$wulf) [Cloudflare, Inc. (NET)](/topic/$net) [Texas Instruments (TXN)](/topic/$txn) [Fastly, Inc. (FSLY)](/topic/$fsly) [Akamai Technologies, Inc. (AKAM)](/topic/$akam) [TAC Protocol (TAC)](/topic/$tac) [Modine Manufacturing Co (MOD)](/topic/$mod) [Bloom Energy Corporation (BE)](/topic/$be) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Plug Power, Inc. (PLUG)](/topic/$plug) [American Superconductor Corp (AMSC)](/topic/$amsc) [Shoals Technologies Group, Inc. (SHLS)](/topic/$shls) [Ameresco, Inc. (AMRC)](/topic/$amrc) [Array Technologies, Inc. (ARRY)](/topic/$arry) [Bitcoin (BTC)](/topic/bitcoin) [PulteGroup, Inc. (PHM)](/topic/$phm) [D R Horton Inc (DHI)](/topic/$dhi) [Iris Energy Limited (IREN)](/topic/$iren) [Venice Token (VVV)](/topic/$vvv) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Alibaba Group (BABA)](/topic/$baba) ### Top Social Posts Top posts by engagements in the last [--] hours "The crypto boys are pretty glum. Hard to tell if this is just another crypto winter or the end. After more than a decade crypto still hasnt found a true use case. Its too slow to be a scaled payment method too volatile to be a store of value and during a period where currency devaluation is top of mindits collapsing. Its a solution still in search of a problem. Maybe it finds that problem. Maybe it was just another tulip. Time will tell. $BTC $ETH $SOL This crypto winter is hitting different This crypto winter is hitting different" [X Link](https://x.com/mark_to_mkt/status/2019264587435311176) 2026-02-05T04:19Z [----] followers, [---] engagements "$TAC Canadian power company with hyperscaler contracts. Breaking back above the 50D on volume" [X Link](https://x.com/mark_to_mkt/status/2016199347667718316) 2026-01-27T17:19Z [----] followers, [---] engagements "$MOD thermal management company (smaller base than $VRT) making new ATHs" [X Link](https://x.com/mark_to_mkt/status/2020556480165167416) 2026-02-08T17:52Z [----] followers, [---] engagements "$ALGM running away post-earnings. Need to find a way in. Sensing company benefiting from data center buildout and robotics. Quietly pulling out of an IPO base with ATHs in sight. 2/18 analyst day" [X Link](https://x.com/mark_to_mkt/status/2020560743024964088) 2026-02-08T18:09Z [----] followers, [---] engagements "$STX looks ready. Top watch tomorrow" [X Link](https://x.com/mark_to_mkt/status/2021766938406641879) 2026-02-12T02:02Z [----] followers, [---] engagements "$PBW clean energy ETF; a lot of volume over the last [--] weeks. Broad set of holdings in ETF that tracks WilderHill Clean Energy Index including: $BE $AMPX $RUN $AMRC $EOSE $PLUG $FLNC $AMSC $TE $SHLS $HYLN $NXT $PLPC $ARRY" [X Link](https://x.com/mark_to_mkt/status/1971969562632663526) 2025-09-27T16:05Z [----] followers, [---] engagements "$AIP - chiplet IP company strong week as multi-die has become the dominant architecture" [X Link](https://x.com/mark_to_mkt/status/1997001612003586506) 2025-12-05T17:54Z [----] followers, [---] engagements "$AIP chiplet IP company continues to trend. Great market conditions right now" [X Link](https://x.com/mark_to_mkt/status/1998607813921354055) 2025-12-10T04:16Z [----] followers, [---] engagements "$BLDR With the Trump Administration making housing affordability a focus ahead of the midterms Builders FirstSource is a quality name that would be a major beneficiary if home building picks up in earnest. Massive volume backed candle today and now above the 200D" [X Link](https://x.com/mark_to_mkt/status/2009677342310912101) 2026-01-09T17:23Z [----] followers, [---] engagements "$PHM similar look to $DHI $XHB. When the sector is setup together like this its worth paying attention. Bitcoin miners like $IREN $ALPD all setup and broke out together last summer" [X Link](https://x.com/mark_to_mkt/status/2010517735412031584) 2026-01-12T01:02Z [----] followers, [---] engagements "$VVV One of the more interesting opportunities Ive seen but it will take time for revenue to be meaningful (to offset slowing ICE business). Valvoline is expanding into cooling of AI data centers. Valvolines dielectric fluids improve thermal transfer compared to traditional water or air cooled systems. Theyre working with $NVTon cooling of rack systems. https://www.valvolineglobal.com/en/valvoline-brings-liquid-cooling-power-to-ai-data-centers/ https://www.valvolineglobal.com/en/valvoline-brings-liquid-cooling-power-to-ai-data-centers/" [X Link](https://x.com/mark_to_mkt/status/2012701569876467753) 2026-01-18T01:40Z [----] followers, [----] engagements "$BLDR double-bottom base forming in premium homebuilder supplier" [X Link](https://x.com/mark_to_mkt/status/2012751885846052917) 2026-01-18T05:00Z [----] followers, [---] engagements "$LGN one that @Venu_7_ feed put on my radar. Most direct comp is $FIX which has been a performer. Recent IPO; company provides skilled labor and engineering consulting for data center buildouts. A beneficiary of the transition to liquid cooling for Blackwell/Rubin. Missed the entry Thursday. https://twitter.com/i/web/status/2013285239762862441 https://twitter.com/i/web/status/2013285239762862441" [X Link](https://x.com/mark_to_mkt/status/2013285239762862441) 2026-01-19T16:19Z [----] followers, [----] engagements "$VNET slingshot. High priority add given its importance to $BABA and Steve Cohens position (5% ownership)" [X Link](https://x.com/mark_to_mkt/status/2014375708353822922) 2026-01-22T16:32Z [----] followers, [---] engagements "$GDS $VNET $KC all up in premarket" [X Link](https://x.com/mark_to_mkt/status/2014692400569188386) 2026-01-23T13:31Z [----] followers, [---] engagements "$GDS Monthly. Chinese data center plays all hot and this one looks the best technically. Looks ready to build a right side" [X Link](https://x.com/mark_to_mkt/status/2014693681320865918) 2026-01-23T13:36Z [----] followers, [---] engagements "$VNET a little more work to do than $GDS but similar look with plenty of skyscraper volume" [X Link](https://x.com/mark_to_mkt/status/2014694114558955949) 2026-01-23T13:38Z [----] followers, [---] engagements "$LGN recent IPO setting up" [X Link](https://x.com/mark_to_mkt/status/2014749991760429408) 2026-01-23T17:20Z [----] followers, [---] engagements "$GDS $VNET $KC $NVDA CEO Jensen Huang is in China amid regulatory headwinds https://t.co/bCQlIIveEK $NVDA CEO Jensen Huang is in China amid regulatory headwinds https://t.co/bCQlIIveEK" [X Link](https://x.com/mark_to_mkt/status/2015106504526107067) 2026-01-24T16:56Z [----] followers, [---] engagements "$RUN breaking downtrend" [X Link](https://x.com/mark_to_mkt/status/2015796987711648006) 2026-01-26T14:40Z [----] followers, [---] engagements "$GDS testing resistance" [X Link](https://x.com/mark_to_mkt/status/2015819442241040670) 2026-01-26T16:09Z [----] followers, [---] engagements "$KC above the 200D for the first time since October. Nvidia cloud maybe lifting for Chinese data center names. $GDS $VNET" [X Link](https://x.com/mark_to_mkt/status/2015819808902955082) 2026-01-26T16:11Z [----] followers, [---] engagements "$PSTG showing a potential divergence. Added to focus list w $META earnings as potential catalyst" [X Link](https://x.com/mark_to_mkt/status/2015839976202895379) 2026-01-26T17:31Z [----] followers, [---] engagements "$GDS really strong action (not fading like US tech). Monthly chart showing the strength here this month" [X Link](https://x.com/mark_to_mkt/status/2015851410034982979) 2026-01-26T18:16Z [----] followers, [---] engagements "$Z double bottom setup; watching for volume through the neckline and break of trend" [X Link](https://x.com/mark_to_mkt/status/2015853525767750026) 2026-01-26T18:25Z [----] followers, [---] engagements "$COMP break of mini-flag after HVE candle" [X Link](https://x.com/mark_to_mkt/status/2015858262630121759) 2026-01-26T18:43Z [----] followers, [---] engagements "$LUMN focus today given $GLW news. 2-month base after pulling back after a 155% move" [X Link](https://x.com/mark_to_mkt/status/2016149460821410116) 2026-01-27T14:01Z [----] followers, [---] engagements "$KC playing quick catchup with $GDS and $VNET. Up 11% in premarket after an 8% move yesterday" [X Link](https://x.com/mark_to_mkt/status/2016152573095641384) 2026-01-27T14:13Z [----] followers, [---] engagements "$GFS quietly breaking out of an 18-month base" [X Link](https://x.com/mark_to_mkt/status/2016158327651356943) 2026-01-27T14:36Z [----] followers, [---] engagements "$GDS $VNET $KC China Grants First Import Approval for Nvidia's H200 AI Chips: Sources China has granted approval for the import of several hundred thousand Nvidia H200 artificial intelligence chips sources say marking a policy shift amid domestic AI development priorities. The approvals https://t.co/q8xYQM3hAV China Grants First Import Approval for Nvidia's H200 AI Chips: Sources China has granted approval for the import of several hundred thousand Nvidia H200 artificial intelligence chips sources say marking a policy shift amid domestic AI development priorities. The approvals" [X Link](https://x.com/mark_to_mkt/status/2016359159785202076) 2026-01-28T03:54Z [----] followers, [---] engagements "$VRT I hadnt realized that Vertiv was expanding into utility-grade storage. Doesnt have the scale or installed base of $FLNC but also can sell complete solutions as the leader in thermal management. Will be interesting to track how its BESS business grows over upcoming quarters. https://www.vertiv.com/en-us/about/news-and-insights/corporate-news/vertiv-launches-utility-grade-energy-storage-system-to-accelerate-data-center-interconnection-and-grid-resilience-in-north-america/" [X Link](https://x.com/mark_to_mkt/status/2016511340006007068) 2026-01-28T13:59Z [----] followers, [----] engagements "$FLNC starting to firm up intraday and nearing blue skies" [X Link](https://x.com/mark_to_mkt/status/2016578292342755540) 2026-01-28T18:25Z [----] followers, [---] engagements "$FIG remember when people thought the $33 IPO price was set too low and that it was indicative of a gross inefficiency in the modern IPO process Straight down since then. Good lesson to not get caught up in Wall Street noise" [X Link](https://x.com/mark_to_mkt/status/2016891582293954921) 2026-01-29T15:09Z [----] followers, [---] engagements "$WRBY holding up today on $META glasses demand" [X Link](https://x.com/mark_to_mkt/status/2016936869322510352) 2026-01-29T18:09Z [----] followers, [---] engagements "$VIAV Another PEG but this one through pivot. Memory rightly is a market focus but a related data center play is hiding in plain sight: networking. $LITE $AAOI $COHR showed strength in a weak tape last week. And $ALAB $MRVL have both recently bought photonics companies. Viavi strong report adds more confirmation to recent moves in $ANET that networking is likely to be a hot sector this year. As data centers move toward 800G and 1.6T Ethernet and memory prices increase networking performance and reducing tail latency become critical. Viavi is the validation layer for networking and optics." [X Link](https://x.com/mark_to_mkt/status/2018038818948219385) 2026-02-01T19:08Z [----] followers, [----] engagements "$DOCN nice reaction off the 21D; starting to form a nice structure" [X Link](https://x.com/mark_to_mkt/status/2018350335782502600) 2026-02-02T15:46Z [----] followers, [---] engagements "$AAOI still struggling to get through pivot" [X Link](https://x.com/mark_to_mkt/status/2018412514338640117) 2026-02-02T19:53Z [----] followers, [---] engagements "$VIK through pivot with travel stocks hot" [X Link](https://x.com/mark_to_mkt/status/2018435399547486386) 2026-02-02T21:24Z [----] followers, [---] engagements "$DOCN holding up better than the rest of software. still eyeing this one for a break of this IPO base" [X Link](https://x.com/mark_to_mkt/status/2018853256945177029) 2026-02-04T01:04Z [----] followers, [---] engagements "$ALGM like the earnings flag buildout here ahead of 2/18 analyst day" [X Link](https://x.com/mark_to_mkt/status/2018853806885478786) 2026-02-04T01:07Z [----] followers, [---] engagements "$BX $KKR and alternative asset managers are signaling more cracks in private credit (although some of the recent weakness relates to Trump potentially banning purchase of private homes and AI spend concerns). Elevated VIX today and some indications that there is distribution under the hood. There are still leadership sectors and stocks for now but there are red flags emerging. https://twitter.com/i/web/status/2018857205383180670 https://twitter.com/i/web/status/2018857205383180670" [X Link](https://x.com/mark_to_mkt/status/2018857205383180670) 2026-02-04T01:20Z [----] followers, [---] engagements "$ALAB unlikely to resolve or develop enough of a cushion to go into the print but Astera should have a strong Q given scaling of rack systems and memory demand. All of these GPUs CPUs memory chips and servers need to be connected and Astera is a leading high-end supplier" [X Link](https://x.com/mark_to_mkt/status/2018860094377877571) 2026-02-04T01:32Z [----] followers, [----] engagements "$LITE 10x since the April low and has co-packaged optics as its next tailwind. Sold it for a double; thought I was a genius. A lesson to hold onto your winners" [X Link](https://x.com/mark_to_mkt/status/2018892616700711031) 2026-02-04T03:41Z [----] followers, [----] engagements "$FIGR absolutely wild move but to be expected in this environment and with a new issue. Post March 10th lockup expiry and basing could be the opportunity to get long but unlikely to be as high beta after the insider selling" [X Link](https://x.com/mark_to_mkt/status/2019413659760619651) 2026-02-05T14:11Z [----] followers, [---] engagements "$FORM strong earnings reaction in a weak tape. Really like their acquisition of Keystone Photonics given the importance of co-packaged optics" [X Link](https://x.com/mark_to_mkt/status/2019420421075136595) 2026-02-05T14:38Z [----] followers, [---] engagements "$XPO these pre-earnings gaps and now earnings gap are saying something about trucking/freight" [X Link](https://x.com/mark_to_mkt/status/2019427152983388271) 2026-02-05T15:05Z [----] followers, [---] engagements "$CSX freight; breaking out to new ATHs this week" [X Link](https://x.com/mark_to_mkt/status/2019428633891463201) 2026-02-05T15:11Z [----] followers, [---] engagements "$ALAB up 7% in premarket on $AMZN capex spend; partnered with AWS on next gen Trainium. Held where it needed to yesterday. Earnings next Tuesday" [X Link](https://x.com/mark_to_mkt/status/2019772219359113445) 2026-02-06T13:56Z [----] followers, [---] engagements "$ARM took it for a small trade after it reversed on earnings (from failed moves type trade); out of double bottom pattern. Want to see how it reacts near neckline (yellow)" [X Link](https://x.com/mark_to_mkt/status/2019786276657099254) 2026-02-06T14:52Z [----] followers, [---] engagements "$TSEM gap follow-through after yesterdays $NVDA optical modules news. Nvidia validates Towers silicon photonics platform. Earnings next Wednesday where well learn more about timeline on the collaboration" [X Link](https://x.com/mark_to_mkt/status/2019787520041730273) 2026-02-06T14:57Z [----] followers, [---] engagements "$ALGM still hoping for some pullback here. Staying high and tight" [X Link](https://x.com/mark_to_mkt/status/2019788072096002052) 2026-02-06T14:59Z [----] followers, [---] engagements "$TEAM absolutely insane. Market is pricing Atlassian like its going out of business after a strong Q and guide" [X Link](https://x.com/mark_to_mkt/status/2019789452261113888) 2026-02-06T15:05Z [----] followers, [---] engagements "$VRT earnings on Wednesday. What a setup for the leader in thermal management with new battery vertical. Reminder: Blackwell and Rubin require liquid cooling" [X Link](https://x.com/mark_to_mkt/status/2019832211428749533) 2026-02-06T17:55Z [----] followers, [---] engagements "$STX continues its earnings flag buildout" [X Link](https://x.com/mark_to_mkt/status/2019843387923595486) 2026-02-06T18:39Z [----] followers, [---] engagements "@Venu_7_ $FORM with acquisition of Keystone Photonics also connected to co-packaged optics transition" [X Link](https://x.com/mark_to_mkt/status/2020548506164019225) 2026-02-08T17:21Z [----] followers, [---] engagements "$VIAV earnings flag buildout on PEG 2" [X Link](https://x.com/mark_to_mkt/status/2020551920512016848) 2026-02-08T17:34Z [----] followers, [---] engagements "$NXT solar so its messy but also with an earnings flag buildout" [X Link](https://x.com/mark_to_mkt/status/2020552476873937298) 2026-02-08T17:37Z [----] followers, [---] engagements "$LFUS power fuses/sensing company making new ATHs on AI data center demand" [X Link](https://x.com/mark_to_mkt/status/2020554129173852669) 2026-02-08T17:43Z [----] followers, [---] engagements "$RCL earnings flag buildout" [X Link](https://x.com/mark_to_mkt/status/2020554595098144986) 2026-02-08T17:45Z [----] followers, [---] engagements "$VIK cruise name focusing on Boomers/Gen X making new ATHs" [X Link](https://x.com/mark_to_mkt/status/2020554912132977027) 2026-02-08T17:46Z [----] followers, [---] engagements "$LUV 70% move since getting above the 30W in November" [X Link](https://x.com/mark_to_mkt/status/2020555287091122601) 2026-02-08T17:48Z [----] followers, [---] engagements "$FORM making new ATHs. Semiconductor testing and now with acquisition of Keystone Photonics a co-packaged optics testing company. Semiconductor testing and equipment names continue to outperform the rest of the sector" [X Link](https://x.com/mark_to_mkt/status/2020557337854169387) 2026-02-08T17:56Z [----] followers, [---] engagements "$XPO trucking/freight company making new ATHs" [X Link](https://x.com/mark_to_mkt/status/2020557799256936675) 2026-02-08T17:58Z [----] followers, [---] engagements "$ARM from failed moves Saw buyers step in immediately post-earnings. Break of trend on volume this week. Looking for follow-through/continuation next week" [X Link](https://x.com/mark_to_mkt/status/2020558375252373544) 2026-02-08T18:00Z [----] followers, [---] engagements "$KLIC semiconductor bonding company that is trending with memory names. Nearing ATHs. Gapping since earnings but hoping to see some consolidation near ATHs to position" [X Link](https://x.com/mark_to_mkt/status/2020559053848711409) 2026-02-08T18:03Z [----] followers, [---] engagements "$SIMO memory controller company making post-earnings ATHs" [X Link](https://x.com/mark_to_mkt/status/2020561175147388942) 2026-02-08T18:11Z [----] followers, [---] engagements "$LUMN sold off on disappointing earnings (telecom business is still a drag but showing signs of a potential bottom). Saw a 30% move (short squeeze) on CEO share purchase during the earnings dip" [X Link](https://x.com/mark_to_mkt/status/2020562576661450968) 2026-02-08T18:17Z [----] followers, [---] engagements "$ALAB nice follow through. Earnings tomorrow" [X Link](https://x.com/mark_to_mkt/status/2020870585228947604) 2026-02-09T14:41Z [----] followers, [---] engagements "$VRT through resistance. Earnings Wednesday" [X Link](https://x.com/mark_to_mkt/status/2020870816137969921) 2026-02-09T14:42Z [----] followers, [---] engagements "$TSEM through resistance. Strong reaction to $NVDA collaboration on co-packaged optics" [X Link](https://x.com/mark_to_mkt/status/2020874141294105051) 2026-02-09T14:55Z [----] followers, [---] engagements "$LUNR gap up on Elon giving up on Mars to occupy the moon" [X Link](https://x.com/mark_to_mkt/status/2020879146214379649) 2026-02-09T15:15Z [----] followers, [---] engagements "$PSTG nice reaction off support. Should see increased demand but will be interesting to see how spot NAND prices have impacted margins" [X Link](https://x.com/mark_to_mkt/status/2020879866925834301) 2026-02-09T15:18Z [----] followers, [---] engagements "$LUNR SPAC base if Elon can keep the occupy the moon theme going" [X Link](https://x.com/mark_to_mkt/status/2020922720742252922) 2026-02-09T18:08Z [----] followers, [---] engagements "$INTC continues to push off the 21D" [X Link](https://x.com/mark_to_mkt/status/2020930527117914565) 2026-02-09T18:39Z [----] followers, [---] engagements "$ZM Compressed near the top of a 16-month base. Low ATR for now. Think character changes here soon" [X Link](https://x.com/mark_to_mkt/status/2020930902520627561) 2026-02-09T18:40Z [----] followers, [---] engagements "$ALAB last Thursday presented a derisked entry that would have provided cushion into earnings; now up 37%. Frustrating one especially given how strong memory and networking/optics have been. Astera stands to benefit from both as its Scorpio fabric scales" [X Link](https://x.com/mark_to_mkt/status/2020955971561111870) 2026-02-09T20:20Z [----] followers, [---] engagements "$UUUU handle build out; looks like its gearing up for a next leg higher. $UUUU Handle entry forming. https://t.co/RC97hVn8rv $UUUU Handle entry forming. https://t.co/RC97hVn8rv" [X Link](https://x.com/mark_to_mkt/status/2021007564155375883) 2026-02-09T23:45Z [----] followers, [---] engagements "$UEC not as clean as $UUUU but similar setup" [X Link](https://x.com/mark_to_mkt/status/2021011269386633341) 2026-02-10T00:00Z [----] followers, [---] engagements "$MRNA earnings Friday but like the low volume pullback and wedge setup" [X Link](https://x.com/mark_to_mkt/status/2021016876806205553) 2026-02-10T00:22Z [----] followers, [---] engagements "$VRT made a pre-earnings breakout attempt today but faded back into range" [X Link](https://x.com/mark_to_mkt/status/2021017115176861801) 2026-02-10T00:23Z [----] followers, [---] engagements "$RUN needs a catalyst but things are very compressed. Been trading in a tight range for [--] months. 24% short interest will be fuel if a hyperscaler catalyst comes" [X Link](https://x.com/mark_to_mkt/status/2021018998931062920) 2026-02-10T00:30Z [----] followers, [---] engagements "$AMKR strong growth/high capex given facilities expansion. Interested to see how this one reacts tomorrow" [X Link](https://x.com/mark_to_mkt/status/2021059856367747222) 2026-02-10T03:13Z [----] followers, [----] engagements "$CSCO quietly making all time highs. Networking is a hot sector" [X Link](https://x.com/mark_to_mkt/status/2021060324233969884) 2026-02-10T03:15Z [----] followers, [----] engagements "$STNE like the price action here recently; 3-year Stage [--] base" [X Link](https://x.com/mark_to_mkt/status/2021071827007606942) 2026-02-10T04:00Z [----] followers, [---] engagements "$CRDO preannouncement read throughs: 🐂: $APH $ANET $MRVL 🐻; $LITE $COHR $AAOI $CRDO EVENT CONTEXT AND KEY READ-THROUGHS Credo Technology (CRDO:US) pre-announced preliminary fiscal Q3 [----] revenue of $404M-$408M explicitly above the high end of its previously communicated $335M-$345M range. (Business Wire) The pre-announcement also raised or reaffirmed a $CRDO EVENT CONTEXT AND KEY READ-THROUGHS Credo Technology (CRDO:US) pre-announced preliminary fiscal Q3 [----] revenue of $404M-$408M explicitly above the high end of its previously communicated $335M-$345M range. (Business Wire) The" [X Link](https://x.com/mark_to_mkt/status/2021172999546618340) 2026-02-10T10:42Z [----] followers, [---] engagements "$MRNA wedge breakout after controlled pullback. $MRNA earnings Friday but like the low volume pullback and wedge setup. https://t.co/oMIu3DkkMt $MRNA earnings Friday but like the low volume pullback and wedge setup. https://t.co/oMIu3DkkMt" [X Link](https://x.com/mark_to_mkt/status/2021243491011919941) 2026-02-10T15:22Z [----] followers, [---] engagements "$RIVN up on volume based on favorable initial reviews of R2. Earnings Thursday" [X Link](https://x.com/mark_to_mkt/status/2021251537553719740) 2026-02-10T15:54Z [----] followers, [---] engagements "$WULF breaking out of range on volume" [X Link](https://x.com/mark_to_mkt/status/2021252240485593448) 2026-02-10T15:57Z [----] followers, [---] engagements "$ARM continues to see momentum after break of downtrend. 200D above" [X Link](https://x.com/mark_to_mkt/status/2021252557260324962) 2026-02-10T15:58Z [----] followers, [---] engagements "$BLDR 10/21W cross and above the 30W; earnings next Tuesday where guide will be key" [X Link](https://x.com/mark_to_mkt/status/2021255032675631219) 2026-02-10T16:08Z [----] followers, [---] engagements "RT @allday_stocks: $VRT Vertiv Q4 Beat Orders Surge 252% Raises [----] Outlook 🚀 Q4 revenue $2.88B (+23% YoY); organic orders +252%; b" [X Link](https://x.com/mark_to_mkt/status/2021541731016315306) 2026-02-11T11:08Z [----] followers, [--] engagements "RT @epictrades1: $NET PT raised to $243 from $199 at BTIG $NET PT raised to $222 from $220 at Piper Sandler $NET PT raised to $220 from $21" [X Link](https://x.com/mark_to_mkt/status/2021562786573435234) 2026-02-11T12:31Z [----] followers, [--] engagements "Faded back into range. Seems to be a common theme right now in this choppy market. $WULF breaking out of range on volume. https://t.co/DGNk7BZQ5f $WULF breaking out of range on volume. https://t.co/DGNk7BZQ5f" [X Link](https://x.com/mark_to_mkt/status/2021566988716577256) 2026-02-11T12:48Z [----] followers, [---] engagements "$SOLS flag breakout on earnings; recent Honeywell spinoff benefiting from nuclear fuel and thermal management materials demand" [X Link](https://x.com/mark_to_mkt/status/2021650511188176951) 2026-02-11T18:20Z [----] followers, [---] engagements "$VRT gapped out 4-month base on earnings. PEG list" [X Link](https://x.com/mark_to_mkt/status/2021650752876556453) 2026-02-11T18:21Z [----] followers, [---] engagements "$MRNA story re flu vaccine looks like noise; finding support at the 50D and above prior resistance. Earnings Friday where there will be more clarity. Story here is in oncology so any further weakness post-earnings could be an opportunity" [X Link](https://x.com/mark_to_mkt/status/2021652902939701613) 2026-02-11T18:29Z [----] followers, [---] engagements "$AMKR flag breakout with advanced packaging and memory back in focus" [X Link](https://x.com/mark_to_mkt/status/2021653605355512159) 2026-02-11T18:32Z [----] followers, [---] engagements "$LSCC making new ATHs on earnings. Stock pickers market in tech right now" [X Link](https://x.com/mark_to_mkt/status/2021654591302250645) 2026-02-11T18:36Z [----] followers, [---] engagements "$IGV Yes babies are getting thrown out with the bath water but if youre trying to trade software youre swimming upstream. Bounces will happen along the way but this kind of damage will likely take a long period of basing/accumulation to see any kind of meaningful reversal" [X Link](https://x.com/mark_to_mkt/status/2021814456939114584) 2026-02-12T05:11Z [----] followers, [---] engagements "$STX slingshot a controlled pullback to the 20D" [X Link](https://x.com/mark_to_mkt/status/2021973039299408304) 2026-02-12T15:41Z [----] followers, [---] engagements "$GFS strong earnings reaction; testing resistance of a 17-month Stage [--] base" [X Link](https://x.com/mark_to_mkt/status/2021622533045518481) 2026-02-11T16:29Z [----] followers, [---] engagements "$SLB flag breakout for oil services company" [X Link](https://x.com/mark_to_mkt/status/2021622964282884521) 2026-02-11T16:30Z [----] followers, [---] engagements "$ENLT Renewable name that has doubled since June" [X Link](https://x.com/mark_to_mkt/status/2015478479681397153) 2026-01-25T17:34Z [----] followers, [---] engagements "$ALGM PEG near pivot. Want to see how this flags ahead of 2/18 analyst day if the broader market can stabilize. High-margin magnet sensor leader. Its primary market has been EVs but seeing increased demand in data centers (thermal management) solar (trackers) and robotics" [X Link](https://x.com/mark_to_mkt/status/2017994611999015246) 2026-02-01T16:13Z [----] followers, [---] engagements "$TXN another PEG near pivot. Analog semi maker and fab. Like $ALGM turns signals into useable data. Capex overhang for years because of fab builtouts and primary endmarkets like EVs with Covid stockpiles. Issued rare Q1 sequential revenue growth signaling potential inflection" [X Link](https://x.com/mark_to_mkt/status/2017999531498196995) 2026-02-01T16:32Z [----] followers, [---] engagements "$VNET strong week. Up 50% YTD" [X Link](https://x.com/mark_to_mkt/status/2021620718677770399) 2026-02-11T16:21Z [----] followers, [---] engagements "$ADI broke out of an earnings flag and has been drifting higher since. Earnings next Wednesday" [X Link](https://x.com/mark_to_mkt/status/2021801164174708973) 2026-02-12T04:18Z [----] followers, [---] engagements "$KC Chinese data center players like $VNET and $GDS having a strong week. Kingsoft with 10-month base and now above the 30W" [X Link](https://x.com/mark_to_mkt/status/2021976584794800611) 2026-02-12T15:55Z [----] followers, [---] engagements "$TXN earnings flag buildout" [X Link](https://x.com/mark_to_mkt/status/2020551692379623642) 2026-02-08T17:33Z [----] followers, [---] engagements "$GLW fiber optics leader making new ATHs" [X Link](https://x.com/mark_to_mkt/status/2020561322052858341) 2026-02-08T18:12Z [----] followers, [---] engagements "$AKAM bought this one in premarket on $FSLY sympathy but missed the ideal entry on retest of r/s on Monday. CDNs that integrate security are seeing a boost from agentic traffic (always on). Akamai has also been pivoting its business to be a player in edge AI/inference" [X Link](https://x.com/mark_to_mkt/status/2021975863080956355) 2026-02-12T15:53Z [----] followers, [---] engagements "@epictrades1 Really interested to see what happens with $AKAM this week given $FSLY and $NET results" [X Link](https://x.com/mark_to_mkt/status/2022725109291864302) 2026-02-14T17:30Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@mark_to_mkt Mark to Mkt
Mark to Mkt posts on X about strong, $gds, $vnet, $vrt the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] +8%
- [--] Month [-------] +29%
- [--] Months [---------] +194%
- [--] Year [---------] +623%
Mentions: [--] #
- [--] Week [---] +2%
- [--] Month [---] +32%
- [--] Months [-----] +79%
- [--] Year [-----] +73%
Followers: [-----] #
- [--] Week [-----] +0.43%
- [--] Month [-----] +3.50%
- [--] Months [-----] +44%
- [--] Year [-----] +121%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 75% finance 12.5% cryptocurrencies 9.82% technology brands 8.04% countries 1.79% celebrities 1.79% financial services 0.89%
Social topic influence strong 10.71%, $gds 8.93%, $vnet #14, $vrt 6.25%, business 5.36%, $kc 5.36%, kc 5.36%, company 4.46%, $algm 4.46%, ipo #870
Top accounts mentioned or mentioned by @venu7 @epictrades1 @alldaystocks @shakepryzby1 @venu_7_ @lillyl464172 @angelgoddessde1
Top assets mentioned Vertiv Holdings Co (VRT) Kingsoft Cloud Holdings Limited (KC) Allegro Microsystems Inc (ALGM) Astera Labs, Inc. (ALAB) Stacks (STX) Sunrun Inc (RUN) Fluence Energy, Inc. (FLNC) Builders FirstSource, Inc. (BLDR) NVIDIA Corp. (NVDA) Lumentum Holdings Inc. Common Stock (LITE) Applied Optoelectronics, Inc. (AAOI) Four (FORM) Arm Holdings plc (ARM) Moderna Inc (MRNA) Nextracker Inc. (NXT) Arteris, Inc. (AIP) Legence Corp (LGN) Pure Storage, Inc. (PSTG) Metadium (META) Lumen Technologies Inc (LUMN) Corning Incorporated (GLW) GlobalFoundries (GFS) Viavi Solutions Inc. Common Stock (VIAV) Coherent Inc (COHR) Marvell Technology Inc (MRVL) Arista Networks Inc (ANET) DigitalOcean Holdings, Inc. (DOCN) Viking Holdings Ltd (VIK) XPO LOGISTICS, INC. (XPO) Tower Semiconductor Ltd (TSEM) Intuitive Machines, Inc. (LUNR) Energy Fuels Inc. (UUUU) Amkor Technology Inc (AMKR) TeraWulf Inc. (WULF) Cloudflare, Inc. (NET) Texas Instruments (TXN) Fastly, Inc. (FSLY) Akamai Technologies, Inc. (AKAM) TAC Protocol (TAC) Modine Manufacturing Co (MOD) Bloom Energy Corporation (BE) Eos Energy Enterprises, Inc. (EOSE) Plug Power, Inc. (PLUG) American Superconductor Corp (AMSC) Shoals Technologies Group, Inc. (SHLS) Ameresco, Inc. (AMRC) Array Technologies, Inc. (ARRY) Bitcoin (BTC) PulteGroup, Inc. (PHM) D R Horton Inc (DHI) Iris Energy Limited (IREN) Venice Token (VVV) Comfort Systems USA, Inc. (FIX) Alibaba Group (BABA)
Top Social Posts
Top posts by engagements in the last [--] hours
"The crypto boys are pretty glum. Hard to tell if this is just another crypto winter or the end. After more than a decade crypto still hasnt found a true use case. Its too slow to be a scaled payment method too volatile to be a store of value and during a period where currency devaluation is top of mindits collapsing. Its a solution still in search of a problem. Maybe it finds that problem. Maybe it was just another tulip. Time will tell. $BTC $ETH $SOL This crypto winter is hitting different This crypto winter is hitting different"
X Link 2026-02-05T04:19Z [----] followers, [---] engagements
"$TAC Canadian power company with hyperscaler contracts. Breaking back above the 50D on volume"
X Link 2026-01-27T17:19Z [----] followers, [---] engagements
"$MOD thermal management company (smaller base than $VRT) making new ATHs"
X Link 2026-02-08T17:52Z [----] followers, [---] engagements
"$ALGM running away post-earnings. Need to find a way in. Sensing company benefiting from data center buildout and robotics. Quietly pulling out of an IPO base with ATHs in sight. 2/18 analyst day"
X Link 2026-02-08T18:09Z [----] followers, [---] engagements
"$STX looks ready. Top watch tomorrow"
X Link 2026-02-12T02:02Z [----] followers, [---] engagements
"$PBW clean energy ETF; a lot of volume over the last [--] weeks. Broad set of holdings in ETF that tracks WilderHill Clean Energy Index including: $BE $AMPX $RUN $AMRC $EOSE $PLUG $FLNC $AMSC $TE $SHLS $HYLN $NXT $PLPC $ARRY"
X Link 2025-09-27T16:05Z [----] followers, [---] engagements
"$AIP - chiplet IP company strong week as multi-die has become the dominant architecture"
X Link 2025-12-05T17:54Z [----] followers, [---] engagements
"$AIP chiplet IP company continues to trend. Great market conditions right now"
X Link 2025-12-10T04:16Z [----] followers, [---] engagements
"$BLDR With the Trump Administration making housing affordability a focus ahead of the midterms Builders FirstSource is a quality name that would be a major beneficiary if home building picks up in earnest. Massive volume backed candle today and now above the 200D"
X Link 2026-01-09T17:23Z [----] followers, [---] engagements
"$PHM similar look to $DHI $XHB. When the sector is setup together like this its worth paying attention. Bitcoin miners like $IREN $ALPD all setup and broke out together last summer"
X Link 2026-01-12T01:02Z [----] followers, [---] engagements
"$VVV One of the more interesting opportunities Ive seen but it will take time for revenue to be meaningful (to offset slowing ICE business). Valvoline is expanding into cooling of AI data centers. Valvolines dielectric fluids improve thermal transfer compared to traditional water or air cooled systems. Theyre working with $NVTon cooling of rack systems. https://www.valvolineglobal.com/en/valvoline-brings-liquid-cooling-power-to-ai-data-centers/ https://www.valvolineglobal.com/en/valvoline-brings-liquid-cooling-power-to-ai-data-centers/"
X Link 2026-01-18T01:40Z [----] followers, [----] engagements
"$BLDR double-bottom base forming in premium homebuilder supplier"
X Link 2026-01-18T05:00Z [----] followers, [---] engagements
"$LGN one that @Venu_7_ feed put on my radar. Most direct comp is $FIX which has been a performer. Recent IPO; company provides skilled labor and engineering consulting for data center buildouts. A beneficiary of the transition to liquid cooling for Blackwell/Rubin. Missed the entry Thursday. https://twitter.com/i/web/status/2013285239762862441 https://twitter.com/i/web/status/2013285239762862441"
X Link 2026-01-19T16:19Z [----] followers, [----] engagements
"$VNET slingshot. High priority add given its importance to $BABA and Steve Cohens position (5% ownership)"
X Link 2026-01-22T16:32Z [----] followers, [---] engagements
"$GDS $VNET $KC all up in premarket"
X Link 2026-01-23T13:31Z [----] followers, [---] engagements
"$GDS Monthly. Chinese data center plays all hot and this one looks the best technically. Looks ready to build a right side"
X Link 2026-01-23T13:36Z [----] followers, [---] engagements
"$VNET a little more work to do than $GDS but similar look with plenty of skyscraper volume"
X Link 2026-01-23T13:38Z [----] followers, [---] engagements
"$LGN recent IPO setting up"
X Link 2026-01-23T17:20Z [----] followers, [---] engagements
"$GDS $VNET $KC $NVDA CEO Jensen Huang is in China amid regulatory headwinds https://t.co/bCQlIIveEK $NVDA CEO Jensen Huang is in China amid regulatory headwinds https://t.co/bCQlIIveEK"
X Link 2026-01-24T16:56Z [----] followers, [---] engagements
"$RUN breaking downtrend"
X Link 2026-01-26T14:40Z [----] followers, [---] engagements
"$GDS testing resistance"
X Link 2026-01-26T16:09Z [----] followers, [---] engagements
"$KC above the 200D for the first time since October. Nvidia cloud maybe lifting for Chinese data center names. $GDS $VNET"
X Link 2026-01-26T16:11Z [----] followers, [---] engagements
"$PSTG showing a potential divergence. Added to focus list w $META earnings as potential catalyst"
X Link 2026-01-26T17:31Z [----] followers, [---] engagements
"$GDS really strong action (not fading like US tech). Monthly chart showing the strength here this month"
X Link 2026-01-26T18:16Z [----] followers, [---] engagements
"$Z double bottom setup; watching for volume through the neckline and break of trend"
X Link 2026-01-26T18:25Z [----] followers, [---] engagements
"$COMP break of mini-flag after HVE candle"
X Link 2026-01-26T18:43Z [----] followers, [---] engagements
"$LUMN focus today given $GLW news. 2-month base after pulling back after a 155% move"
X Link 2026-01-27T14:01Z [----] followers, [---] engagements
"$KC playing quick catchup with $GDS and $VNET. Up 11% in premarket after an 8% move yesterday"
X Link 2026-01-27T14:13Z [----] followers, [---] engagements
"$GFS quietly breaking out of an 18-month base"
X Link 2026-01-27T14:36Z [----] followers, [---] engagements
"$GDS $VNET $KC China Grants First Import Approval for Nvidia's H200 AI Chips: Sources China has granted approval for the import of several hundred thousand Nvidia H200 artificial intelligence chips sources say marking a policy shift amid domestic AI development priorities. The approvals https://t.co/q8xYQM3hAV China Grants First Import Approval for Nvidia's H200 AI Chips: Sources China has granted approval for the import of several hundred thousand Nvidia H200 artificial intelligence chips sources say marking a policy shift amid domestic AI development priorities. The approvals"
X Link 2026-01-28T03:54Z [----] followers, [---] engagements
"$VRT I hadnt realized that Vertiv was expanding into utility-grade storage. Doesnt have the scale or installed base of $FLNC but also can sell complete solutions as the leader in thermal management. Will be interesting to track how its BESS business grows over upcoming quarters. https://www.vertiv.com/en-us/about/news-and-insights/corporate-news/vertiv-launches-utility-grade-energy-storage-system-to-accelerate-data-center-interconnection-and-grid-resilience-in-north-america/"
X Link 2026-01-28T13:59Z [----] followers, [----] engagements
"$FLNC starting to firm up intraday and nearing blue skies"
X Link 2026-01-28T18:25Z [----] followers, [---] engagements
"$FIG remember when people thought the $33 IPO price was set too low and that it was indicative of a gross inefficiency in the modern IPO process Straight down since then. Good lesson to not get caught up in Wall Street noise"
X Link 2026-01-29T15:09Z [----] followers, [---] engagements
"$WRBY holding up today on $META glasses demand"
X Link 2026-01-29T18:09Z [----] followers, [---] engagements
"$VIAV Another PEG but this one through pivot. Memory rightly is a market focus but a related data center play is hiding in plain sight: networking. $LITE $AAOI $COHR showed strength in a weak tape last week. And $ALAB $MRVL have both recently bought photonics companies. Viavi strong report adds more confirmation to recent moves in $ANET that networking is likely to be a hot sector this year. As data centers move toward 800G and 1.6T Ethernet and memory prices increase networking performance and reducing tail latency become critical. Viavi is the validation layer for networking and optics."
X Link 2026-02-01T19:08Z [----] followers, [----] engagements
"$DOCN nice reaction off the 21D; starting to form a nice structure"
X Link 2026-02-02T15:46Z [----] followers, [---] engagements
"$AAOI still struggling to get through pivot"
X Link 2026-02-02T19:53Z [----] followers, [---] engagements
"$VIK through pivot with travel stocks hot"
X Link 2026-02-02T21:24Z [----] followers, [---] engagements
"$DOCN holding up better than the rest of software. still eyeing this one for a break of this IPO base"
X Link 2026-02-04T01:04Z [----] followers, [---] engagements
"$ALGM like the earnings flag buildout here ahead of 2/18 analyst day"
X Link 2026-02-04T01:07Z [----] followers, [---] engagements
"$BX $KKR and alternative asset managers are signaling more cracks in private credit (although some of the recent weakness relates to Trump potentially banning purchase of private homes and AI spend concerns). Elevated VIX today and some indications that there is distribution under the hood. There are still leadership sectors and stocks for now but there are red flags emerging. https://twitter.com/i/web/status/2018857205383180670 https://twitter.com/i/web/status/2018857205383180670"
X Link 2026-02-04T01:20Z [----] followers, [---] engagements
"$ALAB unlikely to resolve or develop enough of a cushion to go into the print but Astera should have a strong Q given scaling of rack systems and memory demand. All of these GPUs CPUs memory chips and servers need to be connected and Astera is a leading high-end supplier"
X Link 2026-02-04T01:32Z [----] followers, [----] engagements
"$LITE 10x since the April low and has co-packaged optics as its next tailwind. Sold it for a double; thought I was a genius. A lesson to hold onto your winners"
X Link 2026-02-04T03:41Z [----] followers, [----] engagements
"$FIGR absolutely wild move but to be expected in this environment and with a new issue. Post March 10th lockup expiry and basing could be the opportunity to get long but unlikely to be as high beta after the insider selling"
X Link 2026-02-05T14:11Z [----] followers, [---] engagements
"$FORM strong earnings reaction in a weak tape. Really like their acquisition of Keystone Photonics given the importance of co-packaged optics"
X Link 2026-02-05T14:38Z [----] followers, [---] engagements
"$XPO these pre-earnings gaps and now earnings gap are saying something about trucking/freight"
X Link 2026-02-05T15:05Z [----] followers, [---] engagements
"$CSX freight; breaking out to new ATHs this week"
X Link 2026-02-05T15:11Z [----] followers, [---] engagements
"$ALAB up 7% in premarket on $AMZN capex spend; partnered with AWS on next gen Trainium. Held where it needed to yesterday. Earnings next Tuesday"
X Link 2026-02-06T13:56Z [----] followers, [---] engagements
"$ARM took it for a small trade after it reversed on earnings (from failed moves type trade); out of double bottom pattern. Want to see how it reacts near neckline (yellow)"
X Link 2026-02-06T14:52Z [----] followers, [---] engagements
"$TSEM gap follow-through after yesterdays $NVDA optical modules news. Nvidia validates Towers silicon photonics platform. Earnings next Wednesday where well learn more about timeline on the collaboration"
X Link 2026-02-06T14:57Z [----] followers, [---] engagements
"$ALGM still hoping for some pullback here. Staying high and tight"
X Link 2026-02-06T14:59Z [----] followers, [---] engagements
"$TEAM absolutely insane. Market is pricing Atlassian like its going out of business after a strong Q and guide"
X Link 2026-02-06T15:05Z [----] followers, [---] engagements
"$VRT earnings on Wednesday. What a setup for the leader in thermal management with new battery vertical. Reminder: Blackwell and Rubin require liquid cooling"
X Link 2026-02-06T17:55Z [----] followers, [---] engagements
"$STX continues its earnings flag buildout"
X Link 2026-02-06T18:39Z [----] followers, [---] engagements
"@Venu_7_ $FORM with acquisition of Keystone Photonics also connected to co-packaged optics transition"
X Link 2026-02-08T17:21Z [----] followers, [---] engagements
"$VIAV earnings flag buildout on PEG 2"
X Link 2026-02-08T17:34Z [----] followers, [---] engagements
"$NXT solar so its messy but also with an earnings flag buildout"
X Link 2026-02-08T17:37Z [----] followers, [---] engagements
"$LFUS power fuses/sensing company making new ATHs on AI data center demand"
X Link 2026-02-08T17:43Z [----] followers, [---] engagements
"$RCL earnings flag buildout"
X Link 2026-02-08T17:45Z [----] followers, [---] engagements
"$VIK cruise name focusing on Boomers/Gen X making new ATHs"
X Link 2026-02-08T17:46Z [----] followers, [---] engagements
"$LUV 70% move since getting above the 30W in November"
X Link 2026-02-08T17:48Z [----] followers, [---] engagements
"$FORM making new ATHs. Semiconductor testing and now with acquisition of Keystone Photonics a co-packaged optics testing company. Semiconductor testing and equipment names continue to outperform the rest of the sector"
X Link 2026-02-08T17:56Z [----] followers, [---] engagements
"$XPO trucking/freight company making new ATHs"
X Link 2026-02-08T17:58Z [----] followers, [---] engagements
"$ARM from failed moves Saw buyers step in immediately post-earnings. Break of trend on volume this week. Looking for follow-through/continuation next week"
X Link 2026-02-08T18:00Z [----] followers, [---] engagements
"$KLIC semiconductor bonding company that is trending with memory names. Nearing ATHs. Gapping since earnings but hoping to see some consolidation near ATHs to position"
X Link 2026-02-08T18:03Z [----] followers, [---] engagements
"$SIMO memory controller company making post-earnings ATHs"
X Link 2026-02-08T18:11Z [----] followers, [---] engagements
"$LUMN sold off on disappointing earnings (telecom business is still a drag but showing signs of a potential bottom). Saw a 30% move (short squeeze) on CEO share purchase during the earnings dip"
X Link 2026-02-08T18:17Z [----] followers, [---] engagements
"$ALAB nice follow through. Earnings tomorrow"
X Link 2026-02-09T14:41Z [----] followers, [---] engagements
"$VRT through resistance. Earnings Wednesday"
X Link 2026-02-09T14:42Z [----] followers, [---] engagements
"$TSEM through resistance. Strong reaction to $NVDA collaboration on co-packaged optics"
X Link 2026-02-09T14:55Z [----] followers, [---] engagements
"$LUNR gap up on Elon giving up on Mars to occupy the moon"
X Link 2026-02-09T15:15Z [----] followers, [---] engagements
"$PSTG nice reaction off support. Should see increased demand but will be interesting to see how spot NAND prices have impacted margins"
X Link 2026-02-09T15:18Z [----] followers, [---] engagements
"$LUNR SPAC base if Elon can keep the occupy the moon theme going"
X Link 2026-02-09T18:08Z [----] followers, [---] engagements
"$INTC continues to push off the 21D"
X Link 2026-02-09T18:39Z [----] followers, [---] engagements
"$ZM Compressed near the top of a 16-month base. Low ATR for now. Think character changes here soon"
X Link 2026-02-09T18:40Z [----] followers, [---] engagements
"$ALAB last Thursday presented a derisked entry that would have provided cushion into earnings; now up 37%. Frustrating one especially given how strong memory and networking/optics have been. Astera stands to benefit from both as its Scorpio fabric scales"
X Link 2026-02-09T20:20Z [----] followers, [---] engagements
"$UUUU handle build out; looks like its gearing up for a next leg higher. $UUUU Handle entry forming. https://t.co/RC97hVn8rv $UUUU Handle entry forming. https://t.co/RC97hVn8rv"
X Link 2026-02-09T23:45Z [----] followers, [---] engagements
"$UEC not as clean as $UUUU but similar setup"
X Link 2026-02-10T00:00Z [----] followers, [---] engagements
"$MRNA earnings Friday but like the low volume pullback and wedge setup"
X Link 2026-02-10T00:22Z [----] followers, [---] engagements
"$VRT made a pre-earnings breakout attempt today but faded back into range"
X Link 2026-02-10T00:23Z [----] followers, [---] engagements
"$RUN needs a catalyst but things are very compressed. Been trading in a tight range for [--] months. 24% short interest will be fuel if a hyperscaler catalyst comes"
X Link 2026-02-10T00:30Z [----] followers, [---] engagements
"$AMKR strong growth/high capex given facilities expansion. Interested to see how this one reacts tomorrow"
X Link 2026-02-10T03:13Z [----] followers, [----] engagements
"$CSCO quietly making all time highs. Networking is a hot sector"
X Link 2026-02-10T03:15Z [----] followers, [----] engagements
"$STNE like the price action here recently; 3-year Stage [--] base"
X Link 2026-02-10T04:00Z [----] followers, [---] engagements
"$CRDO preannouncement read throughs: 🐂: $APH $ANET $MRVL 🐻; $LITE $COHR $AAOI $CRDO EVENT CONTEXT AND KEY READ-THROUGHS Credo Technology (CRDO:US) pre-announced preliminary fiscal Q3 [----] revenue of $404M-$408M explicitly above the high end of its previously communicated $335M-$345M range. (Business Wire) The pre-announcement also raised or reaffirmed a $CRDO EVENT CONTEXT AND KEY READ-THROUGHS Credo Technology (CRDO:US) pre-announced preliminary fiscal Q3 [----] revenue of $404M-$408M explicitly above the high end of its previously communicated $335M-$345M range. (Business Wire) The"
X Link 2026-02-10T10:42Z [----] followers, [---] engagements
"$MRNA wedge breakout after controlled pullback. $MRNA earnings Friday but like the low volume pullback and wedge setup. https://t.co/oMIu3DkkMt $MRNA earnings Friday but like the low volume pullback and wedge setup. https://t.co/oMIu3DkkMt"
X Link 2026-02-10T15:22Z [----] followers, [---] engagements
"$RIVN up on volume based on favorable initial reviews of R2. Earnings Thursday"
X Link 2026-02-10T15:54Z [----] followers, [---] engagements
"$WULF breaking out of range on volume"
X Link 2026-02-10T15:57Z [----] followers, [---] engagements
"$ARM continues to see momentum after break of downtrend. 200D above"
X Link 2026-02-10T15:58Z [----] followers, [---] engagements
"$BLDR 10/21W cross and above the 30W; earnings next Tuesday where guide will be key"
X Link 2026-02-10T16:08Z [----] followers, [---] engagements
"RT @allday_stocks: $VRT Vertiv Q4 Beat Orders Surge 252% Raises [----] Outlook 🚀 Q4 revenue $2.88B (+23% YoY); organic orders +252%; b"
X Link 2026-02-11T11:08Z [----] followers, [--] engagements
"RT @epictrades1: $NET PT raised to $243 from $199 at BTIG $NET PT raised to $222 from $220 at Piper Sandler $NET PT raised to $220 from $21"
X Link 2026-02-11T12:31Z [----] followers, [--] engagements
"Faded back into range. Seems to be a common theme right now in this choppy market. $WULF breaking out of range on volume. https://t.co/DGNk7BZQ5f $WULF breaking out of range on volume. https://t.co/DGNk7BZQ5f"
X Link 2026-02-11T12:48Z [----] followers, [---] engagements
"$SOLS flag breakout on earnings; recent Honeywell spinoff benefiting from nuclear fuel and thermal management materials demand"
X Link 2026-02-11T18:20Z [----] followers, [---] engagements
"$VRT gapped out 4-month base on earnings. PEG list"
X Link 2026-02-11T18:21Z [----] followers, [---] engagements
"$MRNA story re flu vaccine looks like noise; finding support at the 50D and above prior resistance. Earnings Friday where there will be more clarity. Story here is in oncology so any further weakness post-earnings could be an opportunity"
X Link 2026-02-11T18:29Z [----] followers, [---] engagements
"$AMKR flag breakout with advanced packaging and memory back in focus"
X Link 2026-02-11T18:32Z [----] followers, [---] engagements
"$LSCC making new ATHs on earnings. Stock pickers market in tech right now"
X Link 2026-02-11T18:36Z [----] followers, [---] engagements
"$IGV Yes babies are getting thrown out with the bath water but if youre trying to trade software youre swimming upstream. Bounces will happen along the way but this kind of damage will likely take a long period of basing/accumulation to see any kind of meaningful reversal"
X Link 2026-02-12T05:11Z [----] followers, [---] engagements
"$STX slingshot a controlled pullback to the 20D"
X Link 2026-02-12T15:41Z [----] followers, [---] engagements
"$GFS strong earnings reaction; testing resistance of a 17-month Stage [--] base"
X Link 2026-02-11T16:29Z [----] followers, [---] engagements
"$SLB flag breakout for oil services company"
X Link 2026-02-11T16:30Z [----] followers, [---] engagements
"$ENLT Renewable name that has doubled since June"
X Link 2026-01-25T17:34Z [----] followers, [---] engagements
"$ALGM PEG near pivot. Want to see how this flags ahead of 2/18 analyst day if the broader market can stabilize. High-margin magnet sensor leader. Its primary market has been EVs but seeing increased demand in data centers (thermal management) solar (trackers) and robotics"
X Link 2026-02-01T16:13Z [----] followers, [---] engagements
"$TXN another PEG near pivot. Analog semi maker and fab. Like $ALGM turns signals into useable data. Capex overhang for years because of fab builtouts and primary endmarkets like EVs with Covid stockpiles. Issued rare Q1 sequential revenue growth signaling potential inflection"
X Link 2026-02-01T16:32Z [----] followers, [---] engagements
"$VNET strong week. Up 50% YTD"
X Link 2026-02-11T16:21Z [----] followers, [---] engagements
"$ADI broke out of an earnings flag and has been drifting higher since. Earnings next Wednesday"
X Link 2026-02-12T04:18Z [----] followers, [---] engagements
"$KC Chinese data center players like $VNET and $GDS having a strong week. Kingsoft with 10-month base and now above the 30W"
X Link 2026-02-12T15:55Z [----] followers, [---] engagements
"$TXN earnings flag buildout"
X Link 2026-02-08T17:33Z [----] followers, [---] engagements
"$GLW fiber optics leader making new ATHs"
X Link 2026-02-08T18:12Z [----] followers, [---] engagements
"$AKAM bought this one in premarket on $FSLY sympathy but missed the ideal entry on retest of r/s on Monday. CDNs that integrate security are seeing a boost from agentic traffic (always on). Akamai has also been pivoting its business to be a player in edge AI/inference"
X Link 2026-02-12T15:53Z [----] followers, [---] engagements
"@epictrades1 Really interested to see what happens with $AKAM this week given $FSLY and $NET results"
X Link 2026-02-14T17:30Z [----] followers, [---] engagements
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