Sector: energygrid
Conviction from: NASDAQCitrini
52-week range: 78.50328.00
2 tracked filer(s) hold this · 1 opened, 1 added, 0 trimmed in 30-JUN-2026
Aggregate 13FScore 60 — mean of 2 scored holder(s) · buyers (new/add) avg 60. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
Watching · 2 mention(s), 0 personal-position post(s) · first 2026-04-22 · last 2026-04-24
“Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.72%
4. $COHR +18.9%
5. $RKLB +26.76%
6. $DRAM +12.29%
7. $AVGO +18.32%
8. $AMZN +9.17%
9. $ARM +36.6%
10. $TSEM -1.25%
11. $IBIT +7.68%
12. $NBIS +15.22%
13. $GOOGL +6.41%
14. $AMKR +32.25%
15. $HOOD +19.14%
16. $CRCL +17…” post →
All 2 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-04-24 | Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.72%
4. $COHR +18.9%
5. $RKLB +26.76%
6. $DRAM +12.29%
7. $AVGO +18.32%
8. $AMZN +9.17%
9. $ARM +36.6%
10. $TSEM -1.25%
11… → · 1643 likes · 317,745 views |
| 2026-04-22 | Yes. The President invoked the "Defense Production Act" 2 days ago.
To expand on domestic infra.
Implicit beneficiaries were:
Transmission & Advanced Conductors:
$AMSC - HTS Wires (advanced conductors), power electronics
$PLPC - advanced conductors
$ATKR - transmission components
$VMI - grid co… → · 1649 likes · 956,752 views |
| Report | Date | Stance |
|---|
| #122 — Flash Note: Defense Production Act | 2026-04-27 | LONG |
| #107 — Stargate: A Citrini Field Trip | 2025-09-28 | WATCH |