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![exec_sum Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1353703253108789249.png) Exec Sum [@exec_sum](/creator/twitter/exec_sum) on x 43.9K followers
Created: 2025-06-27 13:25:15 UTC

2) Litquidity Alpha

Lit’s highest conviction holdings of AI-defense-macro names continues to crush

At XX% of the portfolio, $PLTR has led the way fueled by headlines of the war in the Middle East. $NVDA, $GS, and $META have also performed well over the past month

![](https://pbs.twimg.com/media/GudA03IbgAA52Ig.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1938589444594139235/c:line.svg)

**Related Topics**
[meta](/topic/meta)
[nvda](/topic/nvda)
[pltr](/topic/pltr)
[$meta](/topic/$meta)
[$gs](/topic/$gs)
[$pltr](/topic/$pltr)
[stocks technology](/topic/stocks-technology)
[$nvda](/topic/$nvda)

[Post Link](https://x.com/exec_sum/status/1938589444594139235)