@DiaTSLAPLTR Avatar @DiaTSLAPLTR MarketMaverick

MarketMaverick posts on X about ai, liquidity, $rzlv, $clov the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 61.47% cryptocurrencies 27.52% stocks 13.76% technology brands 6.42% exchanges 1.83% social networks 0.92% currencies 0.92%

Social topic influence ai 17.43%, liquidity #1911, $rzlv #6, $clov #17, inflation #1048, more than 7.34%, the real #1578, $eth 6.42%, business 6.42%, flow 5.5%

Top accounts mentioned or mentioned by @truflation @realdanwagner @rezolveai @spybef0rey0ubuy @kobeissiletter @arkinvest @unusualwhales @cloverhealth @krispatel99 @zerohedge @brnmeetswlth @ibhenryj @alextheinvstor @contrariankiwi @tradingpulsex @sheaark @fundstrat @blue_chunks @droz @nejatian

Top assets mentioned Ethereum (ETH) Bitcoin (BTC) NVIDIA Corp. (NVDA) BITMINE IMMERSION TECH (BMNR) Elevance Health Inc (ELV) Opendoor Technologies Inc Common Stock (OPEN) SPDR S&P [---] ETF Trust (SPY) Vertiv Holdings Co (VRT) Arista Networks Inc (ANET) TALEN ENERGY CORP (DE) (TLN) Super Micro Computer, Inc. Common Stock (SMCI) Constellation Energy Corp (CEG) Convex Finance (CVX) Humana Inc (HUM) UnitedHealth Group (UNH) Cigna Corp (CI)

Top Social Posts

Top posts by engagements in the last [--] hours

"When rates fall the market can pay more for future profits. Thats the whole game"
X Link 2026-02-14T20:58Z [---] followers, [--] engagements

"Sunday reminder after this weeks CPI move: lower yields can lift stock prices but only if earnings hold up. If you want one thing to watch this week watch earnings revisions and credit spreads. $TLT $HYG $SPY"
X Link 2026-02-15T13:28Z [---] followers, [--] engagements

"MA Fraud Heat vs. Real AI Fix: Where Do You Stand on $CLOV [----] $556M Kaiser settlement highlights MA coding games but real fix is AI driving costs down not just audits. @DrOz calling for subsidized tech transformation validates models like Counterpart Assistant. $CLOV [----] base case: 1) GAAP profitable 2) SaaS flywheel 3) Partnership catalyst 4) Still volatile/mispriced 5) Too much policy/execution risk What's your conviction level 👇 #MedicareAdvantage #HealthTech https://twitter.com/i/web/status/2015512726106157318 https://twitter.com/i/web/status/2015512726106157318"
X Link 2026-01-25T19:50Z [---] followers, [---] engagements

"ARK Big Ideas [----] has [--] lanes of 10100X stocks. This one is AI infrastructure the boring choke points where earnings quietly compound. Im doing a deep dive next: $VRT $ANET $CEG/ $TLN or $SMCI which is most mispriced 2/2 STOCKS: WHO CONTROLS THE AI INFRASTRUCTURE STACK If AI is becoming infrastructure the key question isnt who has the best model Its who controls the choke points when everyone else is forced to scale. Mega-cap gatekeepers (they tax AI growth): $NVDA Not just chips. https://t.co/JCKUp9LOqQ 2/2 STOCKS: WHO CONTROLS THE AI INFRASTRUCTURE STACK If AI is becoming infrastructure"
X Link 2026-01-30T13:08Z [---] followers, [---] engagements

"@nejatian If Im reading this right this is less about adding PMs and more about tightening the decision engine. Curious are these roles focused on pricing/underwriting ops automation or market liquidity"
X Link 2026-02-01T13:36Z [---] followers, [----] engagements

"Clearly energy isnt a momentum story its a capital discipline and supply constraint story $CVX wont be the $NVDA of oil because of growth hype but because years of underinvestment geopolitical risk and cash return discipline favor incumbents. Obviously in this regime returns come from scarcity and balance sheets not narratives. https://twitter.com/i/web/status/2018016325923467528 https://twitter.com/i/web/status/2018016325923467528"
X Link 2026-02-01T17:39Z [---] followers, [----] engagements

""Bitcoin Doesnt Trade CPI It Trades Liquidity" 1/6 Lets talk macro the real engine behind Bitcoin moves. Forget waiting for the next CPI print. $BTC thrives (or struggles) based on liquidity shifts. When money gets easier to access and risk appetite returns Bitcoin wakes up. Heres what actually matters right now"
X Link 2026-02-02T12:16Z [---] followers, [----] engagements

"This is the gap most debates miss. Disinflation shows up in real-time prices long before its acknowledged in policy or surveys. But slower inflation doesnt undo the price level shock since [----] it just locks it in. That disconnect is why households feel pressure even as the data improves. US inflation today in our independent real-time price data: Truflation US CPI: 0.95% Truflation US PCE: 1.25% Truflation US Core PCE (excl food and energy): 1:46% Truflation US BLS Comparison (using the BLS weights): 0.46% Truflation Aggregated CPI: 27.68% We calculate https://t.co/0sgwHc0P5m US inflation"
X Link 2026-02-02T12:41Z [---] followers, [----] engagements

"Interesting. Well this is a late cycle labor signal. Hiring is slowing risk tolerance is down and employers are choosing experience over training. Younger workers get squeezed first unfortunately. Aging hires means cooling demand and easing wage pressure disinflationary at the margin. https://twitter.com/i/web/status/2018470312908660837 https://twitter.com/i/web/status/2018470312908660837"
X Link 2026-02-02T23:43Z [---] followers, [---] engagements

"@longriverCM @KobeissiLetter The reason is when hiring is slowing risk tolerance is down and employers are choosing experience over training. Younger workers get squeezed first :("
X Link 2026-02-02T23:44Z [---] followers, [---] engagements

"@truflation When official data goes dark uncertainty rises not clarity. Markets dont price missing data they price confidence in the system. Thats the real cost of shutdowns I think"
X Link 2026-02-03T13:01Z [---] followers, [--] engagements

"@truflation I dont pick one I use both because Truflation is better for real time demand and turning points. BLS CPI matters for policy because services and wages drive the Fed. Disinflation is real; the risk is how long policy stays tight after prices cool"
X Link 2026-02-03T21:48Z [---] followers, [---] engagements

"Mirans CEA resignation removes the optics risk on Fed independence just as leadership turnover accelerates. With his term expired but serving in holdover status until a successor is confirmed this tells me markets should watch policy continuity vs political interference not just rate forecasts. https://twitter.com/i/web/status/2018837806622142903 https://twitter.com/i/web/status/2018837806622142903"
X Link 2026-02-04T00:03Z [---] followers, [---] engagements

"Who Wins the $1T Medicare Longevity Market by [----] $CLOV $HUM $UNH $ELV or $CI This chart is basically a map of where buyable longevity lives: reducing disability and slowing functional decline. Thats not a drug story its an operations story. By [----] Medicare Advantage will likely be managing $1T/yr of spend with $370B/yr sitting in hospital costs where earlier detection closed care gaps and smarter routing can prevent the expensive slide. Thats why AI in MA isnt tech its an efficiency moat. Most of you know my answer. Whats yours and why Hat tip to @ARKInvest and @CathieDWood for the ARK"
X Link 2026-02-04T11:05Z [---] followers, [---] engagements

"AI Efficiency Angle The same firms spending aggressively on AI capex are restructuring their workforces. This isnt a contradiction its a constraint signal. Infrastructure-scale capex forces cost discipline elsewhere. Securing future moats while shedding legacy cost structures means labor is being repriced faster than markets are modeling. Flows and regime matter more than headlines. https://twitter.com/i/web/status/2019501531821703295 https://twitter.com/i/web/status/2019501531821703295"
X Link 2026-02-05T20:01Z [---] followers, [---] engagements

"@zerohedge Liquidity isnt gone its conditional. This isnt a lack of buyers its a lack of balance sheets. When dealer depth vanishes volatility becomes the clearing mechanism. Thats regime not panic"
X Link 2026-02-06T02:21Z [---] followers, [----] engagements

"Markets are trading headlines but the real tension is still rates versus earnings. Equities arent breaking because fundamentals collapsed theyre adjusting to a higher cost of capital. Until real rates roll over or earnings reaccelerate dispersion beats beta. Stock selection matters again. https://twitter.com/i/web/status/2020165909562683503 https://twitter.com/i/web/status/2020165909562683503"
X Link 2026-02-07T16:01Z [---] followers, [--] engagements

"@truflation Shelters doing the work here but thats a lagging input. This is disinflation from housing math not demand rolling over. The real risk now isnt sticky inflation I believe its whether policy stays too tight for too long"
X Link 2026-02-07T17:01Z [---] followers, [----] engagements

"@truflation I see your point. That gap matters. Weighting and lag send very different policy signals. If real time shelter is this cool the bigger risk is staying restrictive after the datas already turned"
X Link 2026-02-07T17:15Z [---] followers, [----] engagements

"Crypto price action looks messy but the plumbing keeps getting better. ETFs stablecoin flows and on chain settlement arent reversing theyre normalizing. Volatility shakes out leverage not adoption. Liquidity drives price cycles; infrastructure determines who survives them. $BTC $ETH @ARKInvest https://twitter.com/i/web/status/2020218506156052727 https://twitter.com/i/web/status/2020218506156052727"
X Link 2026-02-07T19:30Z [---] followers, [--] engagements

"@truflation This looks like a classic lag effect rather than a fresh disinflation impulse. Energy rolled over months ago and regulated utility pricing is only now catching up. Takeaway: CPI can keep cooling near term even as policy stays tight which raises the risk of overtightening rather than inflation re-accelerating. Timing not direction is the key variable here. BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show another strong wave of cooling inflation this time driven by a 20% drop"
X Link 2026-02-08T16:22Z [---] followers, [--] engagements

"@KobeissiLetter The pressure isnt default risk its reduced fiscal flexibility which keeps real rates higher for longer and favors real assets and balance sheet discipline"
X Link 2026-02-08T16:48Z [---] followers, [---] engagements

"When Inflation Cools but Policy Doesnt Inflation is cooling at the margin but policy operates on lags not prints. Shelter is doing the heavy lifting while financial conditions stay tight. Thats how you get slower growth without an immediate break. The risk now isnt inflation reigniting its policy staying restrictive after the data has already turned. Takeaway: This setup favors range bound markets higher dispersion and policy sensitive assets staying volatile until the Fed clearly pivots. Timing matters more than direction here"
X Link 2026-02-08T17:05Z [---] followers, [---] engagements

"@truflation That lead time is the real edge. High frequency price data catches turning points well before lagging shelter and survey inputs show up in BLS. Markets that wait for headline CPI usually end up reacting late"
X Link 2026-02-08T17:17Z [---] followers, [---] engagements

"@BrnMeetsWlth Agreed sir Index exposure works when liquidity is broad. In this regime balance sheets and pricing power matter more. Dispersion is the signal not the noise"
X Link 2026-02-09T04:28Z [---] followers, [--] engagements

"2/4 Financial trajectory matters. Rezolve went from near zero revenue in [----] to guiding $350M revenue in [----] with $500M+ ARR exiting the year. They already reported their first profitable month (Dec 2025). For context: legacy search and commerce tools grow 1020% annually. Rezolve is growing closer to [--] year over year. This is one of the cleanest growth profiles Ive seen in retail AI in years"
X Link 2026-02-09T12:39Z [---] followers, [---] engagements

"3/4 Valuation Framework & Entry Strategy At current price $2.73 $RZLV trades around a $1.1B market cap with roughly 399M shares outstanding after the recent raise. Investor presentation January [----] filing guides to: $350M in [----] revenue At least $500M in ARR exiting [----] Base case is straightforward: $500M ARR a [--] multiple (where scaling AI/SaaS names like Elastic have traded) = $10B market cap = about $25 per share Im using a more conservative $22 target (1822 range). Thats around [--] upside from today using the companys own guidance. https://twitter.com/i/web/status/2020840079397146669"
X Link 2026-02-09T12:39Z [---] followers, [---] engagements

"@truflation Helpful signal as always. The gap vs BLS is mostly weights and lags especially shelter. The real question is how long policy leans on backward looking data"
X Link 2026-02-09T14:31Z [---] followers, [----] engagements

"@IBHenryJ Agreed and targets help. I laid out the fundamentals and valuation math in my thread below. One of the most undervalued stock https://x.com/diatslapltr/status/2020840074661806217s=46 Most AI investing misses one thing: distribution matters more than the model. Heres why Rezolve AI ( $RZLV) is worth studying. 1/4 Business Model and disruption potential: Imagine youre shopping online and instead of typing keywords and scrolling forever you just chat https://t.co/Iy9wZ2Sfdn https://x.com/diatslapltr/status/2020840074661806217s=46 Most AI investing misses one thing: distribution matters"
X Link 2026-02-09T16:25Z [---] followers, [---] engagements

"@realDanWagner @RezolveAi Longterm $RZLV shareholder here. Impressed by the usage scale (51B API calls 340M devices) and [----] guidance. For durability any color (even directional) on NRR/retention expansion vs new ARR customer concentration and CAC payback would be very helpful. These are the last big gaps for me. Appreciate the transparency and excited about the trajectory. I appreciate the engagement and questions here. As a public company certain topics such as capital actions deal timing detailed financials etc can only be addressed through formal disclosures. Our focus remains execution"
X Link 2026-02-09T18:54Z [---] followers, [---] engagements

"$RZLV Most AI investing misses one thing: distribution 1/4 Market Opportunity & Competitive Positioning The future of shopping is AI that actually understands intent. By [----] AI driven commerce is a $300500B market. Rezolves near term opportunity over the next few years is realistically $1050B. Management guides to $350M revenue in [----] up from near zero in [----]. Thats growth 89x faster than peers like Adobe Elastic or Algolia which typically grow 1030% annually. Rezolve isnt just growing its taking share fast. https://twitter.com/i/web/status/2021207695622099443"
X Link 2026-02-10T13:00Z [---] followers, [----] engagements

"2/4 Competitive advantage shows up in structure not slogans: Vertical specific LLM vs industry-agnostic models Embedded across the full commerce journey not bolted on Massive real world data feedback from production workloads High switching costs once integrated into retailer apps Big tech will sell infrastructure. Rezolve sells conversion discovery and monetization and those budgets are resilient. When categories flip from tools to platforms leaders emerge fast. Rezolve is positioned to be one of them"
X Link 2026-02-10T13:00Z [---] followers, [---] engagements

"3/4 Leadership Quality & Execution Capability $RZLV was founded by Dan Wagner a repeat operator in eCommerce. He built and sold MAID (to Thomson Reuters) and Venda (to Oracle) and has spent more than [--] years in online retail and payments. He holds core patents around AI-driven commerce and still controls roughly 75% of the voting power. Importantly he hasnt sold a share even through the recent $250M capital raise. When a founder with multiple exits stays fully aligned its worth paying attention. @realDanWagner https://twitter.com/i/web/status/2021207702433599773"
X Link 2026-02-10T13:00Z [---] followers, [---] engagements

"@truflation Exactly. Real time prices are cooling faster than official data but policy still reacts to lags. That gap is where volatility comes from"
X Link 2026-02-10T18:00Z [---] followers, [---] engagements

"@truflation How do you think policymakers should weigh real time pricing versus lagged shelter when the two are clearly diverging"
X Link 2026-02-10T18:01Z [---] followers, [---] engagements

"Rezolve AI ( $RZLV) just bought something most AI companies never get. Trusted distribution. Yesterday $RZLV announced a $230M all cash acquisition of Reward Loyalty UK. The deal is non dilutive and expected to add roughly $90M of EBITDA accretive revenue in fiscal [----]. Reward is already embedded in major bank and retailer programs across Europe the Middle East and Asia reaching tens of millions of active cardholders through relationships including Barclays and NatWest. It also integrates across major payment networks via Visa and supports Mastercard and American Express. Why this matters."
X Link 2026-02-11T12:01Z [---] followers, [----] engagements

"@unusual_whales Burn isnt failure. Its scale investment. The real question is whether revenue growth compounds faster than compute costs. In AI margins decide who survives"
X Link 2026-02-11T12:17Z [---] followers, [----] engagements

"+130k vs 55k whisper. Unemployment at 4.3%. The headline says Fed on hold. But the revision wiped out 898k jobs from prior levels. [----] growth cut to +181k. Thats the real story. Late cycle pattern. The slowdown was there just masked. Takeaway: Dont trade the headline. Trade the revisions. Policy easing stays in play longer than the first print suggests. December added just 50k jobs with downward revisions. the slowdown youd expect once higher rates started to bite and pull forward demand ran out. January estimates are around 70k unemployment near 4.4% with revisions likely showing a softer"
X Link 2026-02-11T13:38Z [---] followers, [---] engagements

"@Spybef0rey0ubuy Here is deep analysis on $rzlv. Id love to hear your opinion if you have a chance to look at it https://x.com/diatslapltr/status/2020840074661806217s=46 Most AI investing misses one thing: distribution matters more than the model. Heres why Rezolve AI ( $RZLV) is worth studying. 1/4 Business Model and disruption potential: Imagine youre shopping online and instead of typing keywords and scrolling forever you just chat https://t.co/Iy9wZ2Sfdn https://x.com/diatslapltr/status/2020840074661806217s=46 Most AI investing misses one thing: distribution matters more than the model."
X Link 2026-02-11T19:22Z [---] followers, [---] engagements

"USMCA exit chatter is not politics. Its inflation risk and margin risk. If the framework gets questioned autos and cross border manufacturing reprice first and FX moves before equities do. Takeaway: Trade shocks hit earnings through costs. Watch the dollar and industrial margins not the talking points. $XLI $F https://twitter.com/i/web/status/2021962899489468507 https://twitter.com/i/web/status/2021962899489468507"
X Link 2026-02-12T15:01Z [---] followers, [---] engagements

"@zerohedge Everyones modeling demand. But if AI gets more efficient 100GW wont look scarce itll look mispriced. We must consider the efficiency changes the capex math"
X Link 2026-02-12T18:28Z [---] followers, [----] engagements

"@unusual_whales Thats a late cycle tell. Slack builds under the surface before the headline rate moves. Thats how wage pressure cools and policy shifts quietly follow"
X Link 2026-02-13T12:38Z [---] followers, [---] engagements

"@cryptorand @_checkonchain Good framework Id just add one point models like this work best when the liquidity backdrop agrees. Real rates the dollar and ETF flow persistence usually decide whether a flush is a final low or just a bounce"
X Link 2026-02-13T19:20Z [---] followers, [--] engagements

"@alextheinvstor Agreed. At this price youre paying for the autonomy and software upside before it shows up in cash flow. Until those projects become durable margins the stock is mostly an execution bet"
X Link 2026-02-14T17:51Z [---] followers, [--] engagements

"Saturday conviction check: Three undercovered compounders at steep discounts to [----] intrinsic. $CLOV $OPEN $BULL Which one has the cleanest 510X path in your model"
X Link 2026-01-24T14:49Z [---] followers, [----] engagements

"@CloverHealth Product velocity is margin leverage in MA. If Clover Assistant tightens care decisions even small MLR gains compound fast at scale. Hiring builders isnt branding its underwriting discipline. Ive broken down the operating leverage path on my profile"
X Link 2026-02-13T14:43Z [---] followers, [---] engagements

"Treasury futures bid early Monday: / $ZN +0.15% / $ZF +0.09% / $ZT +0.02% / $ZB +0.41% Prices up means yields easing across the curve with the long end leading (duration/safety tone). Could be softer growth + shutdown noise driving the bid. Lower yields = near-term support for equities if data behaves. Watch 2s10s / 5s30s for curve signal. #Rates #Bonds https://twitter.com/i/web/status/2015766872646373614 https://twitter.com/i/web/status/2015766872646373614"
X Link 2026-01-26T12:40Z [---] followers, [---] engagements

"$CLOV: Principal Financial's 1590% Stake Increase Why the Elevance Board Overlap Matters Principal Financial $PFG ($15B cap) boosted $CLOV holdings from 29k to 485k shares On Nov [--] [----]. Key connection: Principal CEO Deanna Strable is also an independent director on Elevance Health ( $ELV $82B) board (major MA incumbent). Strategic Fit (Independent Partnership Speculation): No public evidence (strict governance) but fundamentals complement: 1- Elevance challenges: Utilization pressure Star variability HMO focus limiting PPO share. 2- Clover edge: Counterpart AI (top HEDIS real-time insights)"
X Link 2026-01-26T12:45Z [---] followers, [----] engagements

"Gold pushing to fresh strength while $BTC digests around $272M in $ETF outflows and $ETH/ $XRP quietly pull inflows. Not random. Fiscal dominance and real-rate repricing are bidding real assets and balance-sheet plays at the same time retail derisks. Regime map printing live: flows lead price and who absorbs volatility first sets the next leg. https://twitter.com/i/web/status/2019087050419630529 https://twitter.com/i/web/status/2019087050419630529"
X Link 2026-02-04T16:34Z [---] followers, [--] engagements

"@SpaceSector001 @pbiyh75485659 @realDanWagner Conviction is earned with execution. Ive broken down $RZLV across business model valuation math and scalability. If it compounds the numbers will prove it. here and https://x.com/DiaTSLAPLTR/status/2020840074661806217s=20 https://x.com/DiaTSLAPLTR/status/2022289641991295251s=20 Most AI investing misses one thing: distribution matters more than the model. Heres why Rezolve AI ( $RZLV) is worth studying. 1/4 Business Model and disruption potential: Imagine youre shopping online and instead of typing keywords and scrolling forever you just chat"
X Link 2026-02-13T13:48Z [---] followers, [---] engagements

"$CLOV In Medicare Advantage product velocity equals to margin leverage. If Clover Assistant keeps improving clinical decisions even small MLR gains can move profitability faster than membership growth alone. Most see recruiting. I see operating leverage being built. @CloverHealth Best question we got this week: "I'm an accountant who builds custom picnic tables. Do you want me" Did you improve on the design Did you do something new (a new joint system that reuses scrap material. the most comfortable table ever. whatever) - we want YOU. This isnt for https://t.co/Pn9f5FcvPA Best question we"
X Link 2026-02-13T14:45Z [---] followers, [----] engagements

"@JungleStocks @dylan Thats a strong signal. A follow is nice but the real unlock is turning it into better work: business model unit economics and what has to be true for $VOYG to compound. Ill be watching your posts"
X Link 2026-02-13T20:01Z [---] followers, [--] engagements

"@WaltCapell good read did a series of deep dive on $RZLV. The key isnt loyalty its distribution plus a transaction feedback loop that can tighten offers over time and make RezolvePay stickier for banks and merchants. https://x.com/DiaTSLAPLTR/status/2020840074661806217s=20 Most AI investing misses one thing: distribution matters more than the model. Heres why Rezolve AI ( $RZLV) is worth studying. 1/4 Business Model and disruption potential: Imagine youre shopping online and instead of typing keywords and scrolling forever you just chat https://t.co/Iy9wZ2Sfdn"
X Link 2026-02-14T14:05Z [---] followers, [---] engagements

"1/2 $RZLV :Scalability & Long-Term Value Creation [----] guide $350M revenue $500M ARR exit. If they sustain 3545% CAGR into [----] thats $1.62B revenue. Execution dependent especially post Reward. FCF is the real unlock. Even 10% margin on $350M = $35M. By [----] 1520% margin on scale changes the valuation framework entirely. https://twitter.com/i/web/status/2022289641991295251 https://twitter.com/i/web/status/2022289641991295251"
X Link 2026-02-13T12:39Z [---] followers, [----] engagements

"$RZLV Plenty of synergies and upsell potential from CEO. Thats step one. The real signal will be retention expansion and ARR quality over time. As an investor Ill be watching durability metrics closely. Appreciate transparency Dan @DiaTSLAPLTR @RezolveAi Can't comment on that just yet but we believe there are plenty of synergies and upsell potential @DiaTSLAPLTR @RezolveAi Can't comment on that just yet but we believe there are plenty of synergies and upsell potential"
X Link 2026-02-13T15:53Z [---] followers, [---] engagements

"@unusual_whales Love the optimism but the real year of the horse for $NVDA is measured in orders and margins. Watch datacenter revenue growth gross margin and the forward backlog not the soundbites"
X Link 2026-02-15T16:02Z [---] followers, [---] engagements

"Why Invest in $CLOV Now [--] Overlooked Catalysts (Anyone Can Understand) 1/3 Explosive Growth Ignored: Clover added 53% more Medicare members (now [------] as of Jan 2026)market misses this as "just insurance growth" but it sets up Clover's first-ever full-year profit in [----] turning losses into earnings fast. https://twitter.com/i/web/status/2011433811846865228 https://twitter.com/i/web/status/2011433811846865228"
X Link 2026-01-14T13:42Z [---] followers, [----] engagements

"UNH -20% Legacy Healthcare Bleeding AI-Native Layers Quietly Winning Everyone is watching to Mag7 earnings or the next Fed move but the real signal today was the brutal sector split: AI and productivity names grinding new highs while managed care got absolutely crushed UNH -20%plus peers down 10-15% on MA contraction and rising cost trends. What most are missing: this is creative destruction picking up speed. Capital is quietly rotating out of legacy healthcare models into AI native efficiency layers. Utilization pressure is exposing exactly who owns a real tech moat and who doesn't."
X Link 2026-01-27T21:49Z [---] followers, [---] engagements

"Most AI investing misses one thing: distribution matters more than the model. Heres why Rezolve AI ( $RZLV) is worth studying. 1/4 Business Model and disruption potential: Imagine youre shopping online and instead of typing keywords and scrolling forever you just chat naturally like with a super smart friend. Thats exactly what Rezolve AI ( $RZLV) does. Their AI (called Brain Suite) lives inside big retailer apps understands what you want shows perfect products and lets you check out in one tap. Already used by 650+ brands (Adidas Gucci Target KFC Liverpool.). Processed [--] billion searches"
X Link 2026-02-09T12:39Z [---] followers, [----] engagements

"$CLOV this isnt just a hiring push. Clover is centralizing product velocity in NYC with the founder directly involved. That tells you the tech layer is the edge. If /COMMIT speeds up internal AI and clinical tooling margins improve before membership scales. Most see team expansion. I see operating leverage being built. Takeaway: In a business where every basis point of MLR matters this is how you pull forward the profitability inflection. @CloverHealth https://t.co/406JoVg5ks https://t.co/dJF2SHK8tb https://t.co/406JoVg5ks https://t.co/dJF2SHK8tb"
X Link 2026-02-11T15:07Z [---] followers, [----] engagements

"$RZLV investor call tomorrow on the Reward acquisition. Serious holders what actually needs clarity 1-Valuation discipline on the $230M price.2-Integration speed into the commerce stack.3- Realistic EBITDA accretion timeline.4- Governance around prior board overlap. Drop your top question below. Ill recap the key answers and footnotes after the call. @realDanWagner @RezolveAi https://investor.rezolve.com/news-releases/news-release-details/rezolve-ai-host-investor-call-february-12-2026-unpack"
X Link 2026-02-11T18:34Z [---] followers, [---] engagements

"Yields are sliding again after flat retail sales and ahead of whats expected to be a soft jobs print. The bigger story isnt the headline. Its Treasury absorbing liquidity through heavy bill supply while growth indicators roll over. Weve seen this late-cycle setup before. Takeaway: When funding tightens as data weakens markets start pricing the policy response. Patience beats crowded positioning. https://twitter.com/i/web/status/2021690958371303672 https://twitter.com/i/web/status/2021690958371303672"
X Link 2026-02-11T21:01Z [---] followers, [---] engagements

""Building 10X Positions in Fear Cycles" Holding cash isnt doing nothing. Its optionality. The biggest returns are built in panic but only if youve done the homework. Strong balance sheets. Real growth. Clear path to profitability. CEOs who allocate capital well. Im digging for undervalued names with asymmetric upside and sharing the work in real time. Drop names below👇 Panic creates opportunity. Preparation captures it. Follow for the names and deep breakdowns.Let's do it together https://twitter.com/i/web/status/2021989243392823469 https://twitter.com/i/web/status/2021989243392823469"
X Link 2026-02-12T16:46Z [---] followers, [---] engagements

"2/2 Valuation framework grounded in ARR math: 1- Base: $1B ARR by [----] at 15x = $15B MC ($38/share) 2- Bull:$1.5B ARR at 18x = $27B MC ($68/share) 3- Bear: $700M ARR at 10x = $7B MC ($18/share) From $2.24 even the bear case implies material upside if ARR scales. The real trigger isnt hype its ARR durability 110% retention cross sell lift from Reward and sustained FCF. Execution decides which path @RezolveAi . DYOR and drop your thoughts below. https://twitter.com/i/web/status/2022289644650483737 https://twitter.com/i/web/status/2022289644650483737"
X Link 2026-02-13T12:39Z [---] followers, [---] engagements

"January CPI in [--] min. Consensus: 2.5% YoY headline (down from 2.7%) 0.3% MoM. Core around 2.5%. If it cools the Fed pause narrative strengthens. If services stay sticky markets may be underestimating how long rates stay restrictive. Takeaway: CPI isnt about the number. Its about what it does to liquidity and the rate path. Ill break it down once it hits. https://twitter.com/i/web/status/2022297985049088343 https://twitter.com/i/web/status/2022297985049088343"
X Link 2026-02-13T13:13Z [---] followers, [---] engagements

"CPI came in softer on the headline: 2.4% YoY vs 2.5% expected 0.2% MoM. Core steady at 2.5% YoY 0.3% MoM. Shelter cooled modestly. Energy dragged. No sign of reacceleration. This looks like a cleaner disinflation trend under tight policy closer to late-cycle pauses weve seen before. Takeaway: Softer inflation keeps the Fed patient and liquidity stable. That backdrop favors disciplined growth not crowded momentum. January CPI in [--] min. Consensus: 2.5% YoY headline (down from 2.7%) 0.3% MoM. Core around 2.5%. If it cools the Fed pause narrative strengthens. If services stay sticky markets may"
X Link 2026-02-13T13:35Z [---] followers, [---] engagements

"1/2 $RZLV tech edge isnt the model. Its the commerce plumbing. The most important IP here is trigger based commerce: turning a moment of intent into an action inside a real shopping flow (US12026768B2 priority May 2019; granted July 2024). Patents dont make a moat by themselves but they show how the product is architected: intent capture context and execution not just chat"
X Link 2026-02-14T13:43Z [---] followers, [---] engagements

"2/2 The moat test is maturity at scale not buzzwords. Management says Brain Commerce has processed 51B API calls reached 340M+ users and supports 650+ enterprise customers. That matters because scale creates feedback loops operational know how and integration depth that demo AI doesnt have. From here its execution: do margins improve as volume grows and does retention stay sticky when budgets tighten Thats the fundamental scoreboard. @RezolveAi https://twitter.com/i/web/status/2022668108121420078 https://twitter.com/i/web/status/2022668108121420078"
X Link 2026-02-14T13:43Z [---] followers, [---] engagements

"January CPI came in a touch cooler than expected (2.4% YoY vs 2.5% est) and yields drifted lower. Thats the part that matters: easing real rates reduce the discount on future cash flows which is why quality duration and growth can catch a bid even if company fundamentals didnt change overnight. Rule of thumb: when real yields fall long-duration cash flows reprice first. When real yields rise they get hit first. Takeaway:Watch the 2-year and real yields. If they keep falling investors usually take more risk and stocks tend to get more buying support"
X Link 2026-02-14T17:39Z [---] followers, [--] engagements

"One of the cleanest tells in this regime is whether buyers show up with real money not just opinions. After the cooler inflation print crypto held firm and ETF flows were mixed but still active which says risk appetite is alive just selective. Quick framework: rates set the price of risk flows show where risk is actually going. Takeaway: Price is the outcome. Flows plus rates are the inputs"
X Link 2026-02-14T21:52Z [---] followers, [---] engagements

"Ive been early before thanks to the X community and one simple rule: stay anchored to fundamentals. I built positions in $PLTR (sold too early lesson learned) $ZETA $IREN and $CLSK before they got crowded. Ive held $CLOV and $OPEN through the noise since the IPO/SPAC days adding when the setup stayed asymmetric and the thesis was still intact. My undervalued filter is simple: strong unit economics a solid balance sheet a clear path to FCF leadership that can execute and a product that solves a real problem. Ive done the work on $RZLV and I own it now. Starting deep analysis on $QXO next. Also"
X Link 2026-02-15T14:20Z [---] followers, [---] engagements

"@KrisPatel99 Thats the AWS and ads mix. Retail margins are thin but high margin services sit on top of the same revenue base so $AMZN prints a very different profit profile. Thoughts"
X Link 2026-02-15T18:13Z [---] followers, [---] engagements

"@KrisPatel99 Exactly. This is a mix-shift story not a retail story. Ads 3P take rate and AWS scale can lift consolidated margins even if retail stays low margin. The tell is whether fulfillment and shipping costs per unit keep falling as those higher margin streams grow"
X Link 2026-02-15T18:24Z [---] followers, [--] engagements

"After the cooler CPI stocks cheered falling yields. But heres the real question for investors: are credit spreads confirming soft landing or quietly pricing stress If credit widens while equities rally I get defensive"
X Link 2026-02-15T22:55Z [---] followers, [--] engagements

"@proxy26k @Apeit__Wallet @GIGME01 Execution is the edge agreed. The real test is measurable: slippage failed tx rate and total cost per trade. If Apeit improves fill quality thats real alpha. Curious what metrics youve seen vs. other wallets"
X Link 2026-02-16T00:42Z [---] followers, [--] engagements

"@TradingPulseX Exactly. Equities can lie for weeks credit usually doesnt. If spreads widen while stocks rally thats the warning"
X Link 2026-02-16T14:45Z [---] followers, [--] engagements

"2/7 Macro Backdrop: Risk Is No Longer Being Choked Ethereum doesnt move in isolation it moves with liquidity. In the chart $Nasdaq continues grinding higher while $ETH lagged then stabilized once policy pressure stopped tightening. That divergence is typical before ETH catch up phases. Historically ETH performs best when rates stop rising not when cuts are already obvious and fully priced"
X Link 2026-02-03T12:31Z [---] followers, [--] engagements

"3/7 Dollar & Relative Strength Matter More Than Headlines The charts show the dollar has stopped making higher highs pressure is no longer building. At the same time $ETH/ $BTC is still weak but the rate of under performance has slowed. Historically $ETH/ $BTC measures risk appetite within crypto falling means capital hides in BTC and stabilizing means rotation phase forming. ETH doesnt need to lead yet it needs stability before capital rotates. https://twitter.com/i/web/status/2018663749465317654 https://twitter.com/i/web/status/2018663749465317654"
X Link 2026-02-03T12:31Z [---] followers, [--] engagements

"7/7 Institutions & RWAs: Quiet but Important This cycle looks different because institutions are using Ethereum not just trading it. Tokenized assets have grown from near zero to $25B+ led by Treasuries private credit and institutional funds only after custody and settlement rails matured. That capital increases transaction volume and fee demand without speculating on price. Fees plus staking reduce liquid supply and raise ETHs long-term price floor. Were still early infrastructure is scaling faster than price reflects"
X Link 2026-02-03T12:32Z [---] followers, [--] engagements

"@JDVance Tariffs can shift where trade and investment occur but they dont override macro balance of payments forces. Tariffs did not durably lower the overall trade deficit; the deficit is driven mainly by macro factors like fiscal deficits domestic demand and the dollar"
X Link 2026-02-03T13:14Z [---] followers, [---] engagements

"@Mrcryptoxwhale Exactly. Markets dont reprice on lore they reprice on liquidity positioning and flows. Narratives come and go. Capital responds to data"
X Link 2026-02-03T13:20Z [---] followers, [---] engagements

"@jjkk1717jjkk This is the key point: liquidity not total supply sets price. When a large share of ETH is staked or off exchanges marginal demand moves price faster. Thats structural tightening not something the market prices overnight"
X Link 2026-02-03T13:29Z [---] followers, [--] engagements

"@KobeissiLetter Record equity ownership doesnt tell you investors are bullish it tells you theyve run out of alternatives. When stocks become the default savings vehicle risk isnt priced by fear anymore but by necessity"
X Link 2026-02-03T15:15Z [---] followers, [---] engagements

"@Shea_ARK The real shift is selective maturation. Editing is advancing; delivery risk is getting repriced. As with every platform shift regulation will follow safety and capital will follow cost curves not excitement"
X Link 2026-02-03T21:45Z [---] followers, [--] engagements

"Spot on about the divergence. Intellia moving forward in in vivo CRISPR while AAV programs hit integration risk shows where the bottleneck is shifting not editing but delivery and long-term safety. Curious how you see multi-omics measurement evolving as the real scarcity moat here. @Shea_ARK @ARKInvest https://twitter.com/i/web/status/2018803552596918522 https://twitter.com/i/web/status/2018803552596918522"
X Link 2026-02-03T21:47Z [---] followers, [--] engagements

"The spread is extreme but the catalyst matters. In [----] mean reversion came through earnings collapse. This time its about capex vs cash flow. Semis are riding an AI capex wave; software needs proof of durable demand and pricing power. Reversion happens the path tells you who actually compounds"
X Link 2026-02-03T22:13Z [---] followers, [----] engagements

"@fundstrat joining BitMines board to build an ETH treasury strategy staking income no debt marks a quiet shift toward capital-structure thinking. This isnt about short term price targets. Its ETH maturing into financial rails: productive scarcity compounding under liquidity-tolerant regimes. Aligns with Tom Lees view and as outlined in my thread ETH fundamentals remain strong under liquidity support with staking lockups and burn creating a scarcity moat as institutional rails quietly mature. $ETH $BMNR 🧵Why Im Adding $BMNR / $ETH at Current Prices A macro first fundamentals driven Ethereum"
X Link 2026-02-03T22:41Z [---] followers, [--] engagements

"This mixes $BTC asset performance with $MSTR corporate execution. Bitcoin can outperform while the equity lags due to leverage convert dilution and timing . you know mark to market P&L is not equal to long-term IRR for a perpetual hold vehicle The missing piece is capital structure: those costs are the price paid for amplified convexity in scarcity regimes. https://twitter.com/i/web/status/2018821700612145162 https://twitter.com/i/web/status/2018821700612145162"
X Link 2026-02-03T22:59Z [---] followers, [---] engagements

"@truflation If Warsh or another nominee shifts the balance we could see a tightening of the independence premium thats already priced into risk assets IMO. Thoughts"
X Link 2026-02-04T00:04Z [---] followers, [--] engagements

"@truflation Agreed. Warsh isnt anti QT by default. The constraint wont be ideology itll be financial conditions. If liquidity tightens too far or funding stress resurfaces pragmatism wins over theory regardless of whos chair. Appreciate it. As always helpful perspective"
X Link 2026-02-04T00:11Z [---] followers, [--] engagements

"@PeterSchiff Pricing BTC in gold assumes gold is the neutral benchmark. it isnt Gold tracks real rates and risk aversion. Bitcoin tracks liquidity cycles and adoption optionality. Underperforming gold in a tightening regime isnt a bear market sir. its duration risk"
X Link 2026-02-04T01:04Z [---] followers, [---] engagements

"Regime map not price target. Follow for the next cycle assessment when the next liquidity or on chain signal prints"
X Link 2026-02-04T03:34Z [---] followers, [--] engagements

"@VitalikButerin This is the quiet regime shift most miss: L1 no longer scarce $ETH supply suppressed via staking and burn. $BMNR treating it as a balance sheet asset is early proof. Usage up net supply down. Full map: https://x.com/DiaTSLAPLTR/status/2018663741957583169 🧵Why Im Adding $BMNR / $ETH at Current Prices A macro first fundamentals driven Ethereum deep dive 1/7 The Thesis Heres whats driving the decision and what actually matters in this regime: Liquidity rates and risk appetite Dollar trends and ETH/BTC relative https://x.com/DiaTSLAPLTR/status/2018663741957583169 🧵Why Im Adding"
X Link 2026-02-04T03:47Z [---] followers, [---] engagements

"@fundstrat The capital-structure view on ETH treasuries in the pinned thread is the missing layer most people skip. On chain demand ripping fees staying tame net supply compressing thats the real floor in this liquidity regime. Full regime map: https://x.com/DiaTSLAPLTR/status/2018663741957583169 🧵Why Im Adding $BMNR / $ETH at Current Prices A macro first fundamentals driven Ethereum deep dive 1/7 The Thesis Heres whats driving the decision and what actually matters in this regime: Liquidity rates and risk appetite Dollar trends and ETH/BTC relative"
X Link 2026-02-04T03:49Z [---] followers, [---] engagements

"$FTSE [---] is hitting fresh highs on energy and insurance strength while tech and software are getting hit. Thats classic beta compression during a regime rotation growth leadership fading value and real-asset proxies taking over. Real rates and shifting risk premia are quietly redrawing cross-asset lines. The next leader is where the real edge shows up. https://twitter.com/i/web/status/2019034616192020732 https://twitter.com/i/web/status/2019034616192020732"
X Link 2026-02-04T13:05Z [---] followers, [---] engagements

"@truflation This is the signal. Real time prices are disinflating while official CPI lags. Markets price the gap first policy follows later. Thats where regime shifts show up early"
X Link 2026-02-04T14:00Z [---] followers, [---] engagements

"This is the turn. White collar and manufacturing are rolling over headline job growth is stalling and gains are getting concentrated in defensive sectors like healthcare. Thats what late cycle cooling looks like. When employment plateaus and disinflation persists policy usually lags the data but markets dontt https://twitter.com/i/web/status/2019084622169039170 https://twitter.com/i/web/status/2019084622169039170"
X Link 2026-02-04T16:24Z [---] followers, [---] engagements

"I dont buy narratives. I buy risk premia. Extreme fear is when liquidity is priced not fundamentals. Thats where I add consistently. Fundamentals dont change overnight sentiment does"
X Link 2026-02-04T16:56Z [---] followers, [---] engagements

"@LizThomasStrat The [---] week matters but the real question is why. Software multiples are compressing while cash flows stay resilient and rates stop tightening. If growth stabilizes this level becomes less technical and more macro driven"
X Link 2026-02-04T18:16Z [---] followers, [---] engagements

"This isnt just affordability its balance sheet lock in. Higher rates and low existing mortgage coupons freeze mobility suppress supply and push first time buyers further out in age. Thats not cyclical stress its a structural constraint that policy hasnt caught up to yet. And now whats solution https://twitter.com/i/web/status/2019114902506344600 https://twitter.com/i/web/status/2019114902506344600"
X Link 2026-02-04T18:24Z [---] followers, [---] engagements

"@ethereum Privacy isnt a feature its the institutional rail thats been missing. ZK maturation + L1 abundance turns verifiable computation without exposure into structural moat. Productive scarcity just got stronger"
X Link 2026-02-04T19:15Z [---] followers, [---] engagements

"Well this still mixes optics with balance sheet mechanics my friend. MSTR does not need BTC to stay above a specific price absent near term maturities or margin triggers which it doesnt have. Long dated converts price optionality not liquidation thresholds. Confidence comes from structure and cash flow right Markets stabilize when constraints ease not when CEOs talk. https://twitter.com/i/web/status/2019129080512180466 https://twitter.com/i/web/status/2019129080512180466"
X Link 2026-02-04T19:21Z [---] followers, [--] engagements

"AI Capex Is a Constraint Signal 1/2 The market is misreading AI capex as optimism. Its actually a constraint signal. Largest firms locking in multi year spend arent betting on demand - theyre securing scarce inputs like compute power talent"
X Link 2026-02-05T12:25Z [---] followers, [--] engagements

"2/2 Thats balance sheet behavior not hype. This reshapes cost curves and moats long before earnings reflect it. Treating it as cycle risk is how regimes get mispriced. Regime map not prediction"
X Link 2026-02-05T12:25Z [---] followers, [--] engagements

"Labor Is Being Repriced Not Collapsing Job cuts are rising again across tech and media. This isnt a recession signal. Its capital reallocating - shedding labor while locking in scarce inputs like compute power and high-skill talent. The efficiency push and AI capex surge reflect balance-sheet behavior not cycle weakness. Regime map not prediction. https://twitter.com/i/web/status/2019455227972256048 https://twitter.com/i/web/status/2019455227972256048"
X Link 2026-02-05T16:57Z [---] followers, [--] engagements

"@lisaabramowicz1 @bespokeinvest This isnt about optimism its about constraints. Infrastructure scale capex rewires cash flow timing and cost of capital. Markets are reacting to balance sheets not headlines"
X Link 2026-02-06T02:18Z [---] followers, [---] engagements

"@the10klist so $OCO is not listed on Nasdaq. right"
X Link 2026-01-23T15:24Z [---] followers, [---] engagements

"4. Leadership Quality & Execution Capability: #BlackBerrys CEO John Giamatteo (ex-McAfee) drives operational focus but faces a pending lawsuit (sexual harassment). The board including Fairfax Financials Prem Watsa (8% stake) aligns with shareholders. Execution excels in financial discipline (8/10 40% OpEx cut) and product roadmap (7/10 QNX SDP 8.0) but lags in sales (5/10) and M&A (4/10 Cylance sold at 90% loss). R&D is prioritized (20% of revenue) with no dividends and a focus on ROIC growth. Governance is solid with potential for an IoT spin-off."
X Link 2025-09-14T16:56Z [---] followers, [--] engagements

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