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# ![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1289823541098143744.png) @stocktalkweekly Stock Talk

Investors are discussing various stocks, including Core Scientific, Robinhood, and Centrus Energy, with some experiencing significant gains. The US and Canada are also engaged in a trade dispute over digital services tax. Additionally, market analysts are sharing their top stock picks and portfolio performances.

### Engagements: XXXXXXX [#](/creator/twitter::1289823541098143744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1289823541098143744/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +141%
- X Year XXXXXXXXXX +26%

### Mentions: XX [#](/creator/twitter::1289823541098143744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1289823541098143744/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +13%
- X Year XXXXX +150%

### Followers: XXXXXXX [#](/creator/twitter::1289823541098143744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1289823541098143744/c:line/m:followers.svg)

- X Week XXXXXXX +0.62%
- X Month XXXXXXX +1.30%
- X Months XXXXXXX +14%
- X Year XXXXXXX +24%

### CreatorRank: XXXXXX [#](/creator/twitter::1289823541098143744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1289823541098143744/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1289823541098143744/influence)
---

**Social category influence**
[stocks](/list/stocks)  #3516 [finance](/list/finance)  #1697 [technology brands](/list/technology-brands)  [countries](/list/countries)  [celebrities](/list/celebrities)  #3319 [automotive brands](/list/automotive-brands)  #3644 [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks) 

**Social topic influence**
[$leu](/topic/$leu) #6, [$ktos](/topic/$ktos) #9, [hood](/topic/hood) #821, [$hood](/topic/$hood) #319, [$nbis](/topic/$nbis), [$joby](/topic/$joby) #36, [stocks](/topic/stocks) #3796, [$googl](/topic/$googl) #410, [$wrby](/topic/$wrby) #3, [$hii](/topic/$hii)

**Top assets mentioned**
[Centrus Energy Corp. (LEU)](/topic/$leu) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Warby Parker Inc. (WRBY)](/topic/$wrby) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Embraer S.A. (ERJ)](/topic/$erj) [Mercury Systems Inc. (MRCY)](/topic/$mrcy) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Tesla, Inc. (TSLA)](/topic/tesla) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Strategy (MSTR)](/topic/$mstr) [Palantir (PLTR)](/topic/$pltr) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Moderna Inc (MRNA)](/topic/$mrna) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Bitcoin (BTC)](/topic/bitcoin) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Centene Corp (CNC)](/topic/$cnc) [NuScale Power Corporation (SMR)](/topic/$smr) [Oklo Inc. (OKLO)](/topic/$oklo) [Boyd Gaming Corporation (BYD)](/topic/$byd) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Goldman Sachs (GS)](/topic/goldman-sachs) [Zoom Video Communications Inc (ZM)](/topic/$zm)
### Top Social Posts [#](/creator/twitter::1289823541098143744/posts)
---
Top posts by engagements in the last XX hours

"*PRESIDENT TRUMP: I WILL ALWAYS GIVE UP TARIFF POINTS IF I CAN GET MAJOR COUNTRIES TO OPEN THEIR MARKETS TO THE USA"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948012596377919762) 2025-07-23 13:29:29 UTC 321.8K followers, 14K engagements


"Warby Parker $WRBY now quietly +20% higher"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1947758180663972039) 2025-07-22 20:38:32 UTC 321.8K followers, 23.2K engagements


"Year-to-date performance: +124.60% vs. +6.54% for S&P-500 Was at the airport all day today away from screens but biggest day of the year for me so far. Mount Rushmore for me this year has been $LEU $HOOD $NBIS $KTOS Over the past couple weeks $JOBY has been the standout"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1945658429818769719) 2025-07-17 01:34:52 UTC 321.8K followers, 21.1K engagements


"$DM @DesktopMetal rallying +8% Thread from pre-merger when it was $TRNE at $10"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1346847533507747848) 2021-01-06 15:54:09 UTC 321.7K followers, XX engagements


"Discussed Bitcoin Treasury name $SMLR with our members on our premarket call on Tuesday and posted this follow-up note last night. Stock is up +8% today and +20% over the past week"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943348602564141093) 2025-07-10 16:36:27 UTC 321.7K followers, 13.1K engagements


"That will help Remember if you like a stock and like the setup you dont have to wait for the catalyst necessarily. You can position yourself with a starter in anticipation of one. And you dont always need an individual catalyst sometimes a thematic tide lifts all boats & semis have been hot"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1946785329043628197) 2025-07-20 04:12:46 UTC 321.6K followers, XXX engagements


"OSCAR HEALTH $OSCR price-target lowered to $X (from $12) at Jefferies while maintaining an 'Underperform' rating. Analyst David Windley says $OSCR likely made the same mistakes as $CNC which gapped down -XX% this past week. "In Exhibit X we apply CNC's risk adjustment (RA) "miss" to OSCR and MOH. OSCR is most at risk as a HIX pure play and XX% of premiums from states where risk pool shifts should be most dramatic (FFM + non-expansion) and therefore estimating RA elements is most complicated. If OSCR experiences the same impact as CNC PY25 RA payable needs to increase $880M (JEFe). Caveat:"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943285392448401833) 2025-07-10 12:25:16 UTC 321.7K followers, 81.2K engagements


"Centrus Energy $LEU now back to the $190s shares up over +100% from our entry and I still have not sold a single share"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943343209121284179) 2025-07-10 16:15:01 UTC 321.6K followers, 19.9K engagements


"Does consolidation get any cleaner than this Huntington Ingalls $HII weekly"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1935065738772938772) 2025-06-17 20:03:18 UTC 321.7K followers, 39.4K engagements


"Which stock with a market cap LESS than $XX billion do you think is a "must buy" today"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1840920945915056164) 2024-10-01 01:05:30 UTC 321.8K followers, 96.6K engagements


"$JOBY now $12+ from our $9.50s entry on June 27th. Superb timing"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943326209598705938) 2025-07-10 15:07:28 UTC 321.7K followers, 24.4K engagements


"Opened a position in Warby Parker $WRBY this morning. Daily chart consolidating nicely after the Google AI glasses partnership. Using 200-day as stop"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1928202082240119273) 2025-05-29 21:29:35 UTC 321.8K followers, 97.8K engagements


"Warby Parker $WRBY quietly working well since we opened our position on May XX at $XXXXX Stock is now $XXXXX (+6%) and building well. Never came close to our 200-day stop. Can be explosive over $XXXXX. May was the highest-ever monthly volume for the stock (by quite a margin)"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1931821471187316876) 2025-06-08 21:11:44 UTC 321.8K followers, 27.8K engagements


"The next step for the 'MORE Act' will be a floor vote in the House. The bill will then go to the Senate where it's unlikely to pass (@SenSchumer has his own bill: 'Cannabis Administration & Opportunity Act' / CAOA) Legalization only happens if both chambers pass the same bill"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1443656688708501508) 2021-09-30 19:19:11 UTC 321.8K followers, XX engagements


"@TLAMB91 Nice. I still own this one with $XXXXX cost on shares (entered 6/18) and I have the Oct $50Cs too"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1945964558750752931) 2025-07-17 21:51:19 UTC 321.7K followers, XXX engagements


"CENTRUS ENERGY $LEU initiated at 'Buy' at Stifel with a $XXX price-target. Analyst Stephen Gengaro says Centrus is uniquely positioned to build the U.S. nuclear supply chain: "The atrophy of the U.S. nuclear supply chain is a key headwind for the resurgence in nuclear power in the U.S. market. With its long-time ties to the U.S. Government and as the only publicly-traded nuclear enrichment company Centrus is uniquely positioned to play a critical role rebuilding the supply chain. LEU has the footprint technological expertise and track record to source LEU for today's existing reactors and"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943647463237140762) 2025-07-11 12:24:01 UTC 321.8K followers, 40.5K engagements


"Tag a furu below who preaches a lot but never shares their personal performance. Lets call out the charlatans"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1945136543502397773) 2025-07-15 15:01:05 UTC 321.8K followers, 95.3K engagements


"*GOOGLE $GOOGL EARNINGS EPS: $XXXX vs. $XXXX est. REVENUE: $96.4B vs. $93.7B est"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948111884441231373) 2025-07-23 20:04:02 UTC 321.8K followers, 21K engagements


"$UUUU peeking its head above both 200-week and 50-month moving averages simultaneously. Dual-theme exposure for both nuclear & rare metals"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943737037971927547) 2025-07-11 18:19:57 UTC 321.6K followers, 41.7K engagements


"$CRSP Were you paying attention when I posted this last week"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1946204561552630026) 2025-07-18 13:45:00 UTC 321.8K followers, 24.1K engagements


"Our current mid-cap defense basket Kratos $KTOS Mercury Systems $MRCY and Huntington Ingalls $HII performed beautifully today in a volatile market"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1935062624401555590) 2025-06-17 19:50:56 UTC 321.7K followers, 22.2K engagements


"Currently $GSRT is trading at $XXXXX. The NAV (net asset value) of the SPAC is $XXXXX. That means your maximum risk is roughly -X% The merger target is a small modular reactor (SMR) company called 'Terra Innovatum' Other pre-revenue pure-plays on SMRs are currently trading at premium valuations: $SMR - $XX billion $OKLO - $XXX billion $NNE - $XXX billion The market cap at NAV for $GSRT is $XXX million. The images below show a commercialization comparison between Terra Innovatum and the various other SMR pure-plays. Also $GSRT ticker after merger completion will be $NKLR -- which for what its"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1928081206710542752) 2025-05-29 13:29:16 UTC 321.8K followers, 228.5K engagements


"DRAFTKINGS $DKNG reiterated at 'Buy' at Mizuho with a $XX price-target. Analyst Jed Kelly says he is "pounding the table" that DraftKings has XX% upside after the deal to sell X% of FanDuel for $X billion. He is also positive on Boyd Gaming $BYD after the sale: "It is widely reported that BYD will sell its X% position in FanDuel for $2bn. This implies a $40bn mkt cap for FanDuel. DKNG which has similar market share in the United States has a current market cap of $21bn. We believe DKNG should be materially higher on this news (vs up X% as of this note). While we acknowledge there will always"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943647392831570406) 2025-07-11 12:23:44 UTC 321.7K followers, 14.5K engagements


"When I bring up tech stocks people tend to pay attention. But who was paying attention when I discussed Warby Parker $WRBY Stock is $23+ today July $22.5C are up +110% 🤷♂"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1932819139787436379) 2025-06-11 15:16:07 UTC 321.8K followers, 24.5K engagements


"@aplumbob I do like it but no position currently. My mid-cap aerospace & defense basket is $KTOS $ERJ $HII $MRCY"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943805348739265030) 2025-07-11 22:51:23 UTC 321.7K followers, XXX engagements


"Kratos $KTOS breaking out of a 25-YEAR price range with highest-ever volume & extreme thematic relevancy (drones autonomous weapons hypersonic/supersonic engines). I have been pounding table stock is +80% YTD & my 2027 leaps are up +250%. Not selling any. Wake me up at $100"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943654237625303064) 2025-07-11 12:50:56 UTC 321.8K followers, 54.1K engagements


"@KirkSpano Thanks to $HOOD $NBIS $LEU $KTOS mostly"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1945591998762590704) 2025-07-16 21:10:54 UTC 321.7K followers, XXX engagements


"@Bitcoinfever1 Did I mark the top last year too"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1946686566241292456) 2025-07-19 21:40:19 UTC 321.6K followers, XXX engagements


"You could have read Stifel's initiation note on Centrus Energy $LEU this morning at $XXX. . or you could have read my note on May 22nd of this year when the stock was $XX Ahead of the herd"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943763826597372347) 2025-07-11 20:06:24 UTC 321.8K followers, 27.6K engagements


"Centrus Energy $LEU shares are now up +132% from our $XXXXX entry in late May. Still have not sold a single share and position has become highest weighing in the portfolio. Goal is to buy more on any significant drawdown. Tremendous cost-basis flexibility here. WHAT A STOCK🔥"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1945566632044052955) 2025-07-16 19:30:06 UTC 321.8K followers, 42.5K engagements


"AMAZON $AMZN price-target raised to $XXX (from $225) at Morgan Stanley while maintaining an 'Overweight' rating. Analyst Brian Nowak is raising his outlook in light of softer China tariffs: "Raise '26/'27 EPS by 9%/6% for lower tariffs as $X of '26 EPS returns as base case. Anthropic Azure's GenAI and non GenAI strength as supply eased and CIO survey give us more conviction in AWS acceleration ahead. Raise PT to $XXX (35% upside) and $XXX bull case (60% upside). AMZN still top pick More Manageable Tariff and Geopolitical Backdrop = Re-Raising '26 EPS to $8.The macro backdrop has significantly"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943647271704203719) 2025-07-11 12:23:15 UTC 321.8K followers, 16.8K engagements


"HUNTINGTON INGALLS $HII upgraded to 'Buy' (from Hold) at TD Cowen with a $XXX price-target. Analyst Gautam Khanna says margin upside is sizable and upcoming catalysts are promising: "(1) Eventual Margin Upside Is Sizable - HII's shipbuilding margin troughed at XXX% in C24 dragged by post-COVID struggles (attrition low productivity cost overruns on fixed-price contracts) that are reminiscent of the post-Katrina nadir. HII mgmt asserts that 9-10% ship margin is realistic as COVID-impacted boats drop as a % of a mix. The margin bogey is plausible perhaps by C29 given HII's post Katrina history"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943281216926408907) 2025-07-10 12:08:41 UTC 321.7K followers, 13.1K engagements


"*PRESIDENT TRUMP ANNOUNCES TRADE DEAL WITH JAPAN -- JAPAN WILL INVEST $XXX BILLION INTO UNITED STATES AND THEIR TARIFF RATE WILL BE REDUCED TO 15%"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1947798057703055810) 2025-07-22 23:16:59 UTC 321.8K followers, 67.3K engagements


"NEBIUS $NBIS initiated at 'Buy' at Goldman Sachs with a $XX price-target: "We initiate on Nebius (NBIS) a leading player in the AI Neocloud market (a niche AI GPU infrastructure rental market) with a Buy rating and a 12-month price target of $XX implying c.45% upside (as of Thursday's close price of $46.4). Our rating reflects our positive view on the growth of the AI Neocloud market as the Generative AI market continues to expand rapidly and AI startups/enterprises seek specialised capacity alongside that provided by hyperscalers. While infrastructure provided by AI Neoclouds offers certain"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1944730504181244312) 2025-07-14 12:07:38 UTC 321.8K followers, 19.1K engagements


"$JOBY $10C now up +500% These arent weekly contracts. They expire in October"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1945922318905033174) 2025-07-17 19:03:28 UTC 321.8K followers, 16.5K engagements


"$CIFR non-stop. pushing above high & tight range today while other momentum stocks unwind"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1947748055412834366) 2025-07-22 19:58:18 UTC 321.8K followers, 20.5K engagements


"This is one of our members. He's been in the community for X months and just turned $XXX into $50000😲 Insane"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1946303805986906360) 2025-07-18 20:19:22 UTC 321.8K followers, 33.3K engagements


"$CRSP breaking over 200-week moving average today behind highest-ever weekly volume X weeks ago"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1942961988109521293) 2025-07-09 15:00:11 UTC 321.6K followers, 35.4K engagements


"*SUBJECT TO REGULATORY APPROVALS WE WILL HAVE AUTONOMOUS RIDE-HAILING FOR HALF THE POPULATION OF THE U.S. BY THE END OF THE YEAR - ELON MUSK ON TESLA EARNINGS CALL"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948134423372722626) 2025-07-23 21:33:35 UTC 321.8K followers, 18.5K engagements


"Top X stocks driving my performance this year with my cost-basis on common shares: Robinhood $HOOD - $XXXXX Centrus Energy $LEU - $XXXXX Nebius $NBIS - $XXXXX Kratos $KTOS - $XXXXX AST Spacemobile $ASTS - $XXXXX Cipher Mining $CIFR - $XXXX All completely different industries"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943835812505731129) 2025-07-12 00:52:27 UTC 321.8K followers, 46.5K engagements


"*TESLA HAS REACHED OUT TO ARIZONA DEPARTMENT OF TRANSPORTATION REGARDING CERTIFICATION OF ROBOTAXIS $TSLA - BLOOMBERG"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943363307986895223) 2025-07-10 17:34:53 UTC 321.7K followers, 168.8K engagements


"THE NASDAQ-100 HAS OFFICIALLY BEEN REBALANCED $QQQ ADDED PALANTIR $PLTR MICROSTRATEGY $MSTR AXON ENTERPRISE $AXON REMOVED SUPER MICRO COMPUTER $SMCI MODERNA $MRNA ILLUMINA $ILMN"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1867737093574635687) 2024-12-14 01:03:18 UTC 321.7K followers, 192.5K engagements


"Year-to-date performance: +135.47% vs. +6.75% for S&P-500 All XX stocks in the portfolio are green today"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1945862722240843849) 2025-07-17 15:06:40 UTC 321.8K followers, 30.8K engagements


"ZOOM VIDEO $ZM UPGRADED TO BUY AT NEEDHAM WITH $XXX PT Zoom Video $ZM upgraded to 'Buy' (from Neutral) at Needham with a $XXX price-target -- analyst Joshua Reilly says the company is at an inflection point: "We are transferring Zoom Video (ZM) to Joshua Reilly CFA with a Buy rating and $XXX price target. We believe the company is at an interesting inflection point where revenue headwinds from Online are easing dilution from stock-based compensation has peaked and the share count can decrease with buybacks moving forward and finally the pricing power of the business may be returning due to"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1925526392889827767) 2025-05-22 12:17:21 UTC 321.7K followers, 12.7K engagements


"META PLATFORMS $META price-target raised to $XXX (from $700) at TD Cowen. Analyst John Blackledge says Q2 2025 ad check showed accelerating growth: "We forecast 2Q total revenue of $45.4BN +16.1% y/y XXX% above consensus est. and vs mgmt guide of $42.5BN-$45.5BN. We estimate reported adv. revenue of $44.5BN +16.1% y/y vs. +16.2% y/y in 1Q25. We expect opex grows XXXX% y/y in 2Q25 driven in part by headcount growth cont'd AI investments and rising D&A expense. We estimate 2Q Op Inc of $17.9BN +20.7% y/y XXX% above consensus and implying an Op Inc margin of XXXX% vs. XXXX% in 2Q24. We forecast"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1942918258778124382) 2025-07-09 12:06:25 UTC 321.7K followers, 14.7K engagements


"EMBRAER $ERJ price-target raised to $XX (from $55) at Bank of America while maintaining a 'Buy' rating. Analyst Ronald Epstein says the company is posting XX% growth in deliveries paired with XX% growth in backlog: "The company saw robust performance in the first quarter marked by growth across all segments with notable strength in Exec. Aviation and Defense. ERJ effectively managed supply chain challenges with deliveries up XX% Y/Y while maintaining a record-high backlog of $26bn (up XX% Y/Y). We reiterate our Buy and increase our PO to $XX from $XX derived from a 0.75x (unchanged) rel."  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1940749953745256456) 2025-07-03 12:30:21 UTC 321.7K followers, 17.6K engagements


"NASDAQ-100 $QQQ will announce its rebalancing this Friday December 13th. Bloomberg Intelligence expects the following changes: ADD: PALANTIR $PLTR MICROSTRATEGY $MSTR EQUINIX $EQIX AND AXON ENTERPRISE $AXON REMOVE: SUPER MICRO COMPUTER $SMCI ARM HOLDINGS $ARM MODERNA $MRNA AND ILLUMINA $ILMN"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1866511811572305920) 2024-12-10 15:54:28 UTC 321.7K followers, 245.1K engagements


"@anandragn Thanks bro. Top X position by weighting in port & has been a core position for a while. Upsized with conviction in May this year also which was golden opportunity and helped accelerate portfolio. $LEU $NBIS $HOOD $KTOS have been my top X performers. No sells all core holdings"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943788871726031302) 2025-07-11 21:45:55 UTC 321.6K followers, 1083 engagements


"If I gave you a million dollars to buy one stock after this six week sell-off what stock would it be and why"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1909357361963151592) 2025-04-07 21:27:23 UTC 321.7K followers, 219.1K engagements


"@DannyCGallo Yes you know your favorite companies well and I respect that about you. You dont just buy everything I mention. 🍻"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1946001835015147562) 2025-07-18 00:19:27 UTC 321.7K followers, XXX engagements


"@spacanpanman Hey your very own $ASTS is a top XX performer for me this year Top X stocks: $HOOD $NBIS $LEU $KTOS $ERJ $ASTS"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1940790803145818450) 2025-07-03 15:12:40 UTC 321.7K followers, 1784 engagements


"Ever wish the NFL was a publicly traded company Me too. In my view the closest way to get exposure to the NFL on the public markets currently is Genius Sports $GENI Genius for those unfamiliar is a sports-betting data provider in an industry that is essentially a duopoly between them and Sportradar $SRAD. Yesterday Genius Sports secured an (early) extension of their *exclusive* data distribution deal with the NFL for real-time stats & sports-betting data thru 2029. The company is a sub $XXX billion market cap doing $575M in annualized revenue based on Q1 '25 ($702M if you annualize Q4 '24)"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1933163112770818261) 2025-06-12 14:02:57 UTC 321.8K followers, 255.4K engagements


"*WHITE HOUSE ANNOUNCES "A.I. ACTION PLAN" TO PROMOTE RAPID BUILDOUT OF DATACENTERS -- PRESIDENT WILL TAKE MORE THAN XX FEDERAL POLICY ACTIONS TO REMOVE A.I. REGULATIONS"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948028345486041521) 2025-07-23 14:32:04 UTC 321.8K followers, 103.6K engagements


"*UBER AND LUCID MOTORS ANNOUNCE NEXT-GEN ROBOTAXI PROGRAM EXCLUSIVELY FOR UBER PLATFORM -- UBER TO INVEST $300M $UBER $LCID"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1945824333768589708) 2025-07-17 12:34:07 UTC 321.8K followers, 280.9K engagements


"*ANTHROPIC CEO: AI COULD WIPE OUT HALF OF ALL ENTRY-LEVEL WHITE COLLAR JOBS AND SPIKE UNEMPLOYMENT TO 10-20% WITHIN THE NEXT FIVE YEARS. GOVERNMENTS AND COMPANIES NEED TO STOP SUGAR-COATING WHAT THEY KNOW IS COMING"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1927701640406081709) 2025-05-28 12:21:00 UTC 321.8K followers, 1.8M engagements


"Year-to-date performance: +161.24% vs. +7.20% for S&P-500 Im at a loss for words. Biggest week of my investing career. Everything fired to the upside. X consecutive +9% days for the entire portfolio. $HOOD $CRSP $LEU $JOBY $KTOS $GENI $INDI $RIOT carrying the water this week"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1946222992540700890) 2025-07-18 14:58:15 UTC 321.8K followers, 34.2K engagements


"*PAM BONDI TOLD PRESIDENT TRUMP IN MAY THAT HIS NAME WAS IN THE EPSTEIN FILES ACCORDING TO THE WALL STREET JOURNAL"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948100029090033993) 2025-07-23 19:16:55 UTC 321.8K followers, 25.3K engagements


"GALAXY DIGITAL $GLXY initiated at 'Buy' at Jefferies with a $XX price-target: Analyst Jonathan Petersen calls it a dual-exposure to data-center theme and GENIUS Act with digital assets: "GLXY is uniquely positioned to capture upside from a more favorable regulatory backdrop for crypto and the growing demand for AI data centers. The CRWV lease at Helios was a transformational deal for GLXY requiring a reconsideration of the value of that site. Similarly the passage of the GENIUS Act provides favorable market structure for GLXY's Digital Assets business and re-rates its value. We initiate with"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1947989850377846989) 2025-07-23 11:59:06 UTC 321.8K followers, 19.3K engagements


"*COMMERCE SECRETARY LUTNICK: H20 CHIP EXPORT CONTROLS TO CHINA WILL BE REMOVED AS CHINA SUPPLIES U.S. WITH RARE EARTH MAGNETS. PRESIDENT TRUMP HAS DECIDED CHINA CAN BUY H20 CHIPS IN A "BALANCED WAY""  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1948005270484836831) 2025-07-23 13:00:23 UTC 321.8K followers, 17.4K engagements


"I'm going to post an update on these Kratos $KTOS leaps in January 2027 (and probably a few along the way). I haven't sold any (which is extremely rare for me for options that are up this much) and won't sell any until expiration"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1943783895234646427) 2025-07-11 21:26:09 UTC 321.7K followers, 26.3K engagements


"For the past X months Centrus Energy $LEU has been my highest conviction position. I've been pounding the table in Discord on X and @StocksOnSpaces too. Stock was $XXXXX on our May 22nd entry. Stock is nearly $XXX today less than XX days later. Ahead of the herd"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1946252531857801262) 2025-07-18 16:55:37 UTC 321.8K followers, 12.4K engagements


"If you could only hold one stock for the next XX years but it CAN'T be one of the Magnificent X which stock would you pick"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1934343918344429749) 2025-06-15 20:15:03 UTC 321.8K followers, 270.2K engagements


"If you are a trader of any kind day trader swing trader doesnt matter you should be planting seeds in great stocks with great cost basis along your journey. Thats where the real money is made: compounded returns from long-term winners. Not in the scalps or the homeruns"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1946298180728926586) 2025-07-18 19:57:01 UTC 321.8K followers, 21.1K engagements


"RIOT PLATFORMS $RIOT price-target raised to $XX (from $12) at Needham while maintaining a Buy rating. Analyst John Todaro says Riot's Corsicana site is one of the most attractive HPC sites in their universe of coverage: "We believe Riot's Corsicana site is one of the most attractive HPC sites in our universe. In recent checks with neo-cloud operators we learned that more than half of demand is for inference workloads (and growing) which mostly require sub 5ms rd trip latency to the nearest major city. Corsicana is the largest site in our universe that can support these workloads (1GW total;"  
![@stocktalkweekly Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1289823541098143744.png) [@stocktalkweekly](/creator/x/stocktalkweekly) on [X](/post/tweet/1934959162443682212) 2025-06-17 12:59:48 UTC 321.7K followers, 20.5K engagements