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# ![@schwalbtrader Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::50918992.png) @schwalbtrader JA Schwab, Chart Czar 🇺🇸

JA Schwab, Chart Czar 🇺🇸 posts on X about $vrt, stocks, $crwv, targets the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::50918992/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::50918992/c:line/m:interactions.svg)

- X Week XXXXXX +14%
- X Month XXXXXX +87%
- X Months XXXXXXXXX +1,368%
- X Year XXXXXXXXX +4,917%

### Mentions: XX [#](/creator/twitter::50918992/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::50918992/c:line/m:posts_active.svg)

- X Week XX +23%
- X Month XXX +79%
- X Months XXX +137%
- X Year XXXXX +620%

### Followers: XXXXX [#](/creator/twitter::50918992/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::50918992/c:line/m:followers.svg)

- X Week XXXXX +1.40%
- X Month XXXXX +2.80%
- X Months XXXXX +79%
- X Year XXXXX +76%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::50918992/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::50918992/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::50918992/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$vrt](/topic/$vrt) #32, [stocks](/topic/stocks) 0.69%, [$crwv](/topic/$crwv) #347, [targets](/topic/targets) #1712, [investment](/topic/investment) 0.52%, [$eqt](/topic/$eqt) #3, [ja](/topic/ja) #502, [$meli](/topic/$meli) #127, [$eose](/topic/$eose) 0.52%, [$apld](/topic/$apld) XXXX%

**Top accounts mentioned or mentioned by**
[@deepvue](/creator/undefined) [@cnbc](/creator/undefined) [@sofigoodboy](/creator/undefined) [@uber](/creator/undefined) [@stoolpresidente](/creator/undefined) [@barronsonline](/creator/undefined) [@chilis](/creator/undefined) [@wsj](/creator/undefined) [@jonahlupton](/creator/undefined) [@kabraxfx](/creator/undefined) [@dingo__hunter](/creator/undefined) [@biancoresearch](/creator/undefined) [@dampedspring](/creator/undefined) [@billackman](/creator/undefined) [@waymo](/creator/undefined) [@thomassowell](/creator/undefined) [@nanditab1](/creator/undefined) [@mrddmia](/creator/undefined) [@joebiden](/creator/undefined) [@finvizcom](/creator/undefined)

**Top assets mentioned**
[Vertiv Holdings Co (VRT)](/topic/$vrt) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [EQT, Corp. (EQT)](/topic/$eqt) [MercadoLibre Inc (MELI)](/topic/$meli) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Advanced Micro Devices (AMD)](/topic/$amd) [IREN Limited (IREN)](/topic/$iren) [FANG Token (FANG)](/topic/$fang) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [TeraWulf Inc. (WULF)](/topic/$wulf) [NRG Energy Inc (NRG)](/topic/$nrg) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Oracle Corporation (ORCL)](/topic/$orcl) [Energy Transfer, LP. (ET)](/topic/$et) [NuScale Power Corporation (SMR)](/topic/$smr) [First Solar, Inc. (FSLR)](/topic/$fslr) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [The Official XX Coin (67)](/topic/$67) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Arista Networks Inc (ANET)](/topic/$anet) [Applovin Corporation (APP)](/topic/applovin) [Devon Energy Corp (DVN)](/topic/devon-energy-corp) [ZetaChain (ZETA)](/topic/$zeta) [Bitcoin (BTC)](/topic/bitcoin) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Sea Limited (SE)](/topic/$se) [PWR Coin (PWR)](/topic/$pwr) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Vistra, Corp. (VST)](/topic/vistra-corp) [Constellation Energy Corp (CEG)](/topic/$ceg) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Bridge Mutual (BMI)](/topic/$bmi) [Agilysys, Inc. Common Stock (DE) (AGYS)](/topic/$agys) [SiTime Corporation Common Stock (SITM)](/topic/$sitm) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Vicor Corp (VICR)](/topic/$vicr) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Quantum Computing Inc. Common (QUBT)](/topic/$qubt) [Centrus Energy Corp. (LEU)](/topic/$leu) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral)
### Top Social Posts [#](/creator/twitter::50918992/posts)
---
Top posts by engagements in the last XX hours

"$CRWV partnering with Poolside for AI cloud services. A giant new AI data center Is coming to the epicenter of Americas fracking boom built on a sprawling ranch in West Texas New partnership to power AGI & enterprise AI agents: CoreWeave providing NVIDIA GB300 NVL72 cluster (40K+ GPUs) Will also deliver cloud solutions for Project Horizon Poolsides X GW AI campus in West Texas CoreWeave to serve as anchor tenant/operator for Phase X (250 MW expandable to XXX MW total)"  
[X Link](https://x.com/schwalbtrader/status/1978456189093675397) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T13:41Z 2514 followers, XXX engagements


"$VRT down XXX% premkt but price target was raised to $XXX from $XXX at Oppenheimer"  
[X Link](https://x.com/schwalbtrader/status/1978080450108092556) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-14T12:48Z 2514 followers, XXX engagements


"VoltaGrid ⚡ is partnering with $ORCL to power next-gen AI data centers using 2300 MW of ultra-low-emission infrastructure supplied by Energy Transfer's $ET pipeline network. The collaboration aims to stabilize AI power demand with grid-grade performance zero battery reliance and near-zero emissions. CEO Nathan Ough: This is more than a power deal its engineered scalability for AI energy"  
[X Link](https://x.com/schwalbtrader/status/1978475143291937188) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T14:56Z 2514 followers, XXX engagements


"$SMR up X% premkt. Nuclear energy innovation continues to lead. Up XX% this week alone"  
[X Link](https://x.com/schwalbtrader/status/1978814968574124236) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-16T13:27Z 2515 followers, XXX engagements


"$FSLR extending up XXX% on a PT raise by BoA from $XXX to $XXX. Up XXX% since the Apr lows. Beneficiary of the #AI energy boom"  
[X Link](https://x.com/schwalbtrader/status/1978537558704308484) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T19:04Z 2514 followers, XXX engagements


"$AMD price targets flying higher: Wedbush raises to $XXX from $XXX HSBC raises to $XXX from $XXX The AI GPU cycle is accelerating and Wall Street is taking notice"  
[X Link](https://x.com/schwalbtrader/status/1978430343410528478) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T11:58Z 2514 followers, XXX engagements


"$IREN price target raised to $XXX from $XX at Cantor Fitzgerald and keeps an Overweight rating"  
[X Link](https://x.com/schwalbtrader/status/1978083915370758218) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-14T13:02Z 2515 followers, XXX engagements


"$TGEN up XX% today to a new all time high. rocketship IPO. Nat gas-powered chillers offer significant cost & efficiency advantages freeing up electrical capacity for data centers amid AI-driven demand growth. Even modest adoption could double revenue w/o requiring further investment operationally leveraging profits. TGEN's partnership with VRT opens a scalable path into the booming data center cooling market leveraging VRT's sales and reputation"  
[X Link](https://x.com/schwalbtrader/status/1978523842168684989) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T18:10Z 2514 followers, XXX engagements


"Scotiabank raises PTs of $EQT & $FANG $EQT $XX (from $68) $FANG $XXX (from $180) The firm is updating its price targets for N.A. nat gas stocks under its coverage. Despite the summer sell-off the firm remains "enthusiastic" about the sector's outlook and believes the bull market is here. #OOTT"  
[X Link](https://x.com/schwalbtrader/status/1976293396500316385) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-09T14:27Z 2515 followers, XXX engagements


"Nat gas co. $EQT PT raised to $XX from $XX at UBS - and keeps a Buy rating. EQT has one of the most visible long-term growth profiles amongst E&Ps with volume and realization improvements providing potential upside support"  
[X Link](https://x.com/schwalbtrader/status/1979164255992660303) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-17T12:35Z 2514 followers, XXX engagements


"$UBER getting a closing bump after being initiated with a Buy at Guggenheim"  
[X Link](https://x.com/schwalbtrader/status/1978193698291589576) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-14T20:18Z 2514 followers, XXX engagements


"$ALAB got creamed yesterday and is down XX% from its recent high however Citi says use yesterdays weakness in $ALAB & $ANET as buying opportunities. While the new Ethernet for Scale-Up Networking (ESUN) collaboration adds competition Citi notes Asteras long-term UALink opportunity beyond 2026 remains strong. After talks with management Citi believes hyperscaler interest in UALink is unchanged calling Astera the cornerstone UALink company set to supply the crucial switch connecting the next wave of AI infrastructure"  
[X Link](https://x.com/schwalbtrader/status/1978458200598069675) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T13:49Z 2514 followers, XXX engagements


"$FANG despite the pb in crude and down XXX% today RBC Capital raised their price target on Diamondback Energy to $XXX from $XXX and keeps an Outperform rating"  
[X Link](https://x.com/schwalbtrader/status/1976649184921977006) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-10T14:01Z 2513 followers, XXX engagements


"$VRT up XXXX% premkt - price target raised to $XXX from $XXX at JPM & keeps an Overweight rating as part of a Q3 earnings preview for the electrical equipment and multi-industry sector. Says valuation setup "is now at least more attractive.""  
[X Link](https://x.com/schwalbtrader/status/1978443588011716851) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T12:51Z 2514 followers, XXX engagements


"@MitchMartan98 Only have $MELI PT lowered to $2900 from $2975 at Susquehanna keeps a Positive rating"  
[X Link](https://x.com/schwalbtrader/status/1978546571168858270) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T19:40Z 2514 followers, 1273 engagements


"$WULF PT raised to $XXXXX (from $15) at Northland Outperform. Firm calls the companys $3.2B XXXX% senior notes due 2030 very attractive highlighting improving financing conditions and balance sheet strength. 💪"  
[X Link](https://x.com/schwalbtrader/status/1979174676749291597) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-17T13:16Z 2514 followers, XXX engagements


"$VRT recovering earlier premkt losses on news the PT raise to $XXX from $XXX @ Mizuho keeps Outperform. Notes stable short-cycle demand US strength offsetting global headwinds. Sees VRT as a key AI data center infrastructure winner amid growing power & cooling demand"  
[X Link](https://x.com/schwalbtrader/status/1979162723872055379) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-17T12:28Z 2514 followers, XXX engagements


"$LB lifting off the mat on news it entered into a pact with $NRG to power a potential data center. Considering taking another position after selling out of it recently"  
[X Link](https://x.com/schwalbtrader/status/1970528746017804484) [@schwalbtrader](/creator/x/schwalbtrader) 2025-09-23T16:40Z 2513 followers, XXX engagements


"$APP trying to recover from the negative allegations as it is testing the XX and XX ema while news that they have shut down a product linked to user and short-seller allegations that apps were being downloaded to mobile phones without consent. "The Array product was a test product and was shut down last qarter as it was not economically viable for us" an AppLovin spokesperson said in response to a Bloomberg News inquiry. "Users never get downloads with any of our products without explicitly requesting it.""  
[X Link](https://x.com/schwalbtrader/status/1978467187301232728) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T14:25Z 2514 followers, XXX engagements


"$LB - LandBridge has executed a 10-year surface use and pore space reservation agreement with Devon Energy Corp. $DVN to support Devons operations in the core of the New Mexico Delaware Basin"  
[X Link](https://x.com/schwalbtrader/status/1953079576801747307) [@schwalbtrader](/creator/x/schwalbtrader) 2025-08-06T13:03Z 2515 followers, XXX engagements


"$ZETA sees revenue reaching over $2.1B by 2028 vs. $1.26B guided for FY25. implies XXXX% CAGR from FY25 to 2028. Also. Sees FY28 adjusted EBITDA over $525M vs. $265M seen in FY25 and free cash flow over $340M vs. $142M seen in FY25. (From ZETA investor day)"  
[X Link](https://x.com/schwalbtrader/status/1976633145370767851) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-10T12:57Z 2515 followers, XXX engagements


"$BTC #Bitcoin sporting a H&S pattern on the 2H chart. Not official until $110K breaks. On the flip side broken patterns can sometimes have the best moves. When what should happen doesn't"  
[X Link](https://x.com/schwalbtrader/status/1978539317795455378) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T19:11Z 2514 followers, XXX engagements


"Excellent graphic. AI cloud '26 revenue growth forecasts (though I think $IREN forecast is too conservative) Among public players 2026 revenue growth forecasts show: $EOSE +225% $NBIS +215% $CRWV +130% $WULF +102% $APLD +79% $CIFR +68% $IREN +36%"  
[X Link](https://x.com/schwalbtrader/status/1978118505238057362) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-14T15:19Z 2515 followers, XXX engagements


"$MELI & $SE macro impact potentially root cause for todays declines. -X% and -XX% respectively"  
[X Link](https://x.com/schwalbtrader/status/1978575662924681409) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T21:36Z 2514 followers, XXX engagements


"$PWR lovely breakout and new all time high. A little rich trading at XX NTM EBITDA while rev growth and ebitda growth is only XX% and XX% respectively. But def keeping 👀👀for pb opps"  
[X Link](https://x.com/schwalbtrader/status/1975956827469963690) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-08T16:09Z 2514 followers, XXX engagements


"Scotiabank busy premkt upgrading AI energy stocks: Vistra Corp. $VST Initiated Sector Outperform PT $XXX Talen Energy $TLN Initiated Sector Perform PT $XXX NRG Energy $NRG Initiated Sector Outperform PT $XXX Constellation Energy $CEG Initiated Sector Outperform PT $401"  
[X Link](https://x.com/schwalbtrader/status/1970113321690108099) [@schwalbtrader](/creator/x/schwalbtrader) 2025-09-22T13:09Z 2514 followers, XXX engagements


"$TEM up XXXX% premkt - inked a multi-year deal w/ Whitehawk Therapeutics $WHWK to use TEM's real-world multimodal data to advance biomarker-driven oncology research & optimize trial design for Whitehawks ADC pipeline targeting lung and gynecologic cancers"  
[X Link](https://x.com/schwalbtrader/status/1978812166770717169) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-16T13:15Z 2513 followers, XXX engagements


"Growth names down more than -X% today: $BMI -XXXXX% $AGYS -XXXX% $AAOI -XXXX% $ALAB -XXXX% $CRCL -XXXX% $POET -XXXX% $SITM -XXXX% $QBTS -XXXX% $ASTS -XXXX% $VICR -XXXX% $BKKT -XXXX% $ARM -XXXX% $QUBT -XXXX% $MNTN -XXXX% $LEU -XXXX% $AEVA -XXXX% $AVAV -XXXX% $INOD -XXXX% $ASPI -XXXX% $HROW -4.11%"  
[X Link](https://x.com/schwalbtrader/status/1947667921792340189) [@schwalbtrader](/creator/x/schwalbtrader) 2025-07-22T14:39Z 2514 followers, XXX engagements


"$CRDO recovering premkt loss after being initiated Overweight at JPMorgan with a $XXX PT. Sees strong exposure to AI interconnect investment supporting solid revenue growth and margin expansion ahead"  
[X Link](https://x.com/schwalbtrader/status/1979166653440004376) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-17T12:44Z 2514 followers, XXX engagements


"$GRAL surging XX% premkt after inking LOI w Samsung to bring Grails Galleri multi-cancer early detection test to Asia. Definitive agreements expected early 2026 with commercial launch soon after. $110M Samsung investment at $70.05/share Exclusive commercialization in South Korea with potential expansion to Japan & Singapore Collaboration to integrate Samsungs health data platform with Grails genomic tech Cash burn still an issue with GRAL"  
[X Link](https://x.com/schwalbtrader/status/1978810691474915780) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-16T13:10Z 2514 followers, 1809 engagements


"Interesting chart. Mag X not contributing as much to S&P gains as you'd think"  
[X Link](https://x.com/schwalbtrader/status/1978813777760940136) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-16T13:22Z 2514 followers, XXX engagements


"$AVGO and #OpenAI announced it would officially be building its own Application-Specific Integrated Circuit in partnership with AVGO. The deal to deploy 10GW of OpenAI's custom ASIC (code named Titan) is estimated by the firm to potentially be a $150B-$200B deal for Broadcom over "multiple" yrs. #OpenAI has now announced roughly 26GW of deals in the past X wks Broadcom $NVDA & $AMD"  
[X Link](https://x.com/schwalbtrader/status/1977808229993496730) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-13T18:46Z 2510 followers, XXX engagements


"Reasons why the $SPX bull market has further to go: driven by the combination of durable earnings growth and Fed rate cutsa very attractive macro backdrop"  
[X Link](https://x.com/schwalbtrader/status/1978427408446587322) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T11:47Z 2514 followers, XXX engagements


"$ODD getting support off the XXX ema and AVWAP (from Nov 2024 low). EBITDA growing XX% revs growing XX% and trading at 17.5X NTM Ebitda. A swing trade candidate"  
[X Link](https://x.com/schwalbtrader/status/1975954009115746542) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-08T15:58Z 2514 followers, XXX engagements


"Strength💪💪- stocks making new XX week highs today: $ABAT $UAMY $APLD $WYFI $EOSE $BE $MP $SYM $ASPI $CAMT $NXT $ADPT $KRMN $CCJ $MIAX $FIX $CLS $BBIO #Gold"  
[X Link](https://x.com/schwalbtrader/status/1977738758255526162) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-13T14:10Z 2514 followers, XXX engagements


"Wm Blair initiates $EQT with an Outperform. Says EQT is only vertically integrated US nat gas producer w/ a low-cost structure & decades of core inventory. Infra strength + investment-grade rating = $700M FCF @ $4+ gas. Low-risk high-return growth pipeline"  
[X Link](https://x.com/schwalbtrader/status/1978202944928428386) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-14T20:55Z 2514 followers, XXX engagements


"$ONON trading down XX% from the highs is approaching AVWAP from 2023 low and at a valuation below peers $DECK & $NKE despite much stronger growth. Forward EV/EBITDA is under XX yet EBITDA growing XX% NTM and rev growth NTM is 31%"  
[X Link](https://x.com/schwalbtrader/status/1965811250379501723) [@schwalbtrader](/creator/x/schwalbtrader) 2025-09-10T16:14Z 2515 followers, 1859 engagements


"Bullish for $OKLO $EOSE $BWXT etc"  
[X Link](https://x.com/schwalbtrader/status/1978480021963702696) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T15:16Z 2514 followers, XXX engagements


"Oppenheimer was busy this morning raising price targets on cyber security stocks; - $SNOW $XXX (from $175) - $PANW $XXX (from $225) - $DDOG $XXX (from $165) - $CRWD $XXX (from $520) - $BLZE $XX (from $10)"  
[X Link](https://x.com/schwalbtrader/status/1979169901781602618) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-17T12:57Z 2514 followers, XXX engagements


"$TOST turnaround play off the uptrend channel. Trading at 34Z FWD EBITDA but is growing same at 135%. FWD Rev growth is XX% while FWD EV/sales is 3.5x"  
[X Link](https://x.com/schwalbtrader/status/1976011951185764830) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-08T19:48Z 2515 followers, XXX engagements


"$FLNC up 4X since the April low announced the Winchester project with Torch Clean Energy a solar-plus-storage facility being developed in Cochise County AZ. using Fluence's advanced Gridstack Pro 5000 energy storage solution. Delivery expected in early 2027. The project will deliver a total of XXX MW / XXX MWh of energy storage capacity"  
[X Link](https://x.com/schwalbtrader/status/1978449948569207124) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T13:16Z 2514 followers, XXX engagements


"$MELI - after a week living below it MELI retakes the 200-day moving avg with a X% move today on news they're working w Brazil in a push for 'pharma'"  
[X Link](https://x.com/schwalbtrader/status/1976364943130624432) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-09T19:11Z 2514 followers, XXX engagements


"$VRT - you can't spell Vertiv without a V as it holds above XXX support. Citi raised the firm's price target to $XXX from $XXX and keeps a Buy rating on the shares. They also added an "upside 90-day positive catalyst watch.""  
[X Link](https://x.com/schwalbtrader/status/1976317139171577974) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-09T16:01Z 2514 followers, XXX engagements


"$BWXT the one stop nuclear shop pops XXX% making another all time high. Truist raised $BWXT price target to $XXX (from $145). The firm sees stronger sentiment around aircraft OEM production and favors MAX-exposed suppliers. Aftermarket demand remains supported by travel strength and engine shop visits though Defense outlook is more nuanced with a potential government shutdown clouding Q4/FY26 visibility. ✈🛰"  
[X Link](https://x.com/schwalbtrader/status/1978464107033772375) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-15T14:12Z 2514 followers, XXX engagements


"$TMDX nice intraday pop out of bull flag. also initiated with a Buy at Jefferies and PT of $XXX. TMDX has developed "differentiated" tech & a service/ transport model enabling higher utilization and greater penetration for livers hearts and lungs"  
[X Link](https://x.com/schwalbtrader/status/1977796432879829046) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-13T17:59Z 2514 followers, XXX engagements


"$APLD spinning around but slightly higher AH with just reported Q1 FY26: Rev $64.2M (+84% y/y) Adj. EBITDA $0.5M (vs $6.3M LY) Adj. EPS -$0.03 vs (-$0.16) $11B in 15-yr $CRWV leases full 400MW Polaris Forge X contracted Broke ground on Polaris Forge X (300MW AI campus scalable to 1GW) $112.5M drawn from $5B Macquarie facility + $200M pref equity raise Mgmt sees $500M Net Op income run-rate at PF1; $1B NOI within X yrs APLD positioning as a hyperscaler-anchored AI infra REIT in the making"  
[X Link](https://x.com/schwalbtrader/status/1976382169196253522) [@schwalbtrader](/creator/x/schwalbtrader) 2025-10-09T20:20Z 2514 followers, 1594 engagements