TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
← newsroom
$UUUU · STOCK TALK - ZOOMING OUT
now playing · $UUUU
$UUUU···bullish· high· posunknown
Stock Talk refuses to sell Energy Fuels despite a large gain
Energy Fuels is described as a full-size, high-conviction position with monthly/quarterly volume suggesting institutional accumulation. The speaker says he would be crazy to exit…
$KTOS···bullish· high· posunknown
Kratos' multi-decade breakout reinforces Stock Talk's defense basket conviction
Kratos is framed as a high-conviction aerospace and defense holding because it is breaking out of a 20-year base on record volume. The speaker views volume plus price breakout as…
$LEU···bullish· high· posunknown
Centrus kept as a high-conviction breakout, not a trade to sell
The quarterly chart and record-volume breakout are used to justify staying in Centrus rather than reacting to daily volatility. It is grouped with other high-conviction positions…
$GRAB···bullish· mediumunknown
Grab's monthly chart looks headed toward $10, says Stock Talk
Grab is called out during Q&A as having a strong monthly chart and a likely move toward $10. This is a technical momentum thesis rather than a detailed fundamental case.
$MP···bullish· lowunknown
MP Materials called an insane chart, but needing a cool-off
MP is described as a strong rare-earth chart, though the speaker says it likely needs to cool off or consolidate. The sentiment is positive but not a chase recommendation.
$COHR···bullish· lowunknown
Coherent looks great as a photonics play, but not a chase
Coherent is grouped with photonics names that look technically strong after a large move. The speaker is positive on the setup but explicitly cautions against chasing after the pa…