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![shark_west Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1180611234653077504.png) SharkWest ⚔️ [@shark_west](/creator/twitter/shark_west) on x XXX followers
Created: 2025-07-21 17:02:06 UTC

@HalftimeReport 

Guest Host

Final Trades:
$MS - Sarat
$CGNX - Amy
$EQT - JoeT
$NFLX - Weis

Trade tracker
$ASML - Amy trims
$GS - Trim - Amy - still likes it.

Sarat
$EQIX - data center REIT - like it. Good div. down XX% YTD.
Amy
$VZ - likes it a lot X% div.
Weis
$TSLA - doesn't like
$TSLA - wants to see musk spend more time there
JoeT
$BRK/B  - positioning in $DPZ, not good - stock is tanking $OXY, $CVX not working


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947341323780166041/c:line.svg)

**Related Topics**
[data center](/topic/data-center)
[vz](/topic/vz)
[asml](/topic/asml)
[$dpz](/topic/$dpz)
[$tsla](/topic/$tsla)
[div](/topic/div)
[reit](/topic/reit)
[$gs](/topic/$gs)

[Post Link](https://x.com/shark_west/status/1947341323780166041)