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![danielnewmanUV Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::228918333.png) Daniel Newman [@danielnewmanUV](/creator/twitter/danielnewmanUV) on x 58.1K followers
Created: 2025-07-23 16:46:10 UTC

Should also mention the grid is a critical component here so the $OKLO and $VRTV and $GEV names see lift here as well. 

Also on memory — $MU HBM is a definite attach to the momentum


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948062090146791739/c:line.svg)

**Related Topics**
[momentum](/topic/momentum)
[$vrtv](/topic/$vrtv)
[$oklo](/topic/$oklo)
[$gev](/topic/$gev)
[stocks industrials](/topic/stocks-industrials)
[$mu](/topic/$mu)
[stocks technology](/topic/stocks-technology)

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