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![HedgeWire Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1938273816477900801.png) HedgeWire [@HedgeWire](/creator/twitter/HedgeWire) on x XX followers
Created: 2025-07-02 17:51:57 UTC

What stands out?

High-conviction rotation into AI infrastructure and fintech
$CRDO, $SOUN, $IONQ, $PLTR, $GRAL

Strong lean into consumer and creator economy plays
$ROBLX, $DUOL, $SPOT, $APRN

Capital-heavy industrials showing surprising momentum
$GE, $ACHR, $ASTR, $TXP

Exposure is spread across micro caps and mega caps, but weighting favors mid-cap breakout names where liquidity is sufficient, but institutional discovery is still early.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940468502596669469/c:line.svg)

**Related Topics**
[astr](/topic/astr)
[pltr](/topic/pltr)
[mega](/topic/mega)
[caps](/topic/caps)
[$txp](/topic/$txp)
[$astr](/topic/$astr)
[momentum](/topic/momentum)
[$aprn](/topic/$aprn)

[Post Link](https://x.com/HedgeWire/status/1940468502596669469)