Show 23 Posts

• 
  Connor Bates

  2025-10-21 06:59:13

  Themes To Monitor. Genomic (ARKG)/Biotech - $NTLA $CRSP $TEM $BEAM $NTRA $PSNL $GH $ABSI $ABCL $GRAL $QURE $CLPT Rare Earth - $MP $NB $USAR $METC $CRML $UAMY $PPTA $UUUU $AREC Nuclear - $OKLO $LTBR $LEU $CCJ $BWXT $UEC $ASPI $NNE Batteries - $TSLA $EOSE $SEI $AMPX $MVST

  x.com

  6

  215

  30

  18.2K
• 
  Stock Talk

  2025-10-16 02:15:27

  Year-to-date performance +489.03% vs. +13.73% for S&P-500 Today’s outperformance thanks to $LEU $PLPC $AMKR $HLIO $DOCN $ENS No meme stocks. No day trading. Just high conviction picks in the right themes at the right times.

  

  

  x.com

  39

  191

  9

  12.6K
• 
  Lin

  2025-09-10 04:20:05

  The 3 Drivers of the AI Revolution 1. Compute: → Chips: $NVDA $TSM $AVGO $AMD $ASML $ARM → Storage: $MU $STX $PSTG $WDC → Networking: $CRDO $ALAB $RMBS $CIEN $ANET $CLS $VRT → Energy: $BE $TLN $VST $CEG $GEV $OKLO $SMR $LEU $NRG $AMSC $MPWR → Data Centers: $NBIS $CRWV

  

  

  x.com

  19

  263

  61

  17.3K