@Dutch_Brat Avatar @Dutch_Brat DutchBrat

DutchBrat posts on X about this is, advice, ai, opinion 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 stocks 70.64% finance 68.81% technology brands 32.11% cryptocurrencies 21.1% countries 17.43% automotive brands 10.09% currencies 9.17% exchanges 0.92% celebrities 0.92% travel destinations 0.92%

Social topic influence this is 29.36%, advice 28.44%, ai 25.69%, opinion #317, watch 21.1%, stocks 17.43%, financial 15.6%, $nvda #2393, $msft #431, $googl 12.84%

Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Limitus (LMT) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Northrop Grumman Corporation (NOC) Apple, Inc. (AAPL) Exxon Mobil (XOM) Tesla, Inc. (TSLA) SPDR GOLD ETF (GLD) Raytheon Technologies Corp (RTX) Convex Finance (CVX) Amazon.com, Inc. (AMZN) Toyota Motor Corporation (TM) Alibaba Group (BABA) Cleveland-Cliffs, Inc. (CLF) CatCoin (CAT) Rocket Lab USA, Inc. Common Stock (RKLB) Newmont Corporation (NEM) Metadium (META)

Top Social Posts

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

"Fanuc's Nvidia AI tie-up boosts $FANUY 9.4%. Factory automation enters AI era enhancing productivity & competitive edge. Watch sector-wide impact: $ROK $ABB may see rerating. Nvidia's ($NVDA ($180.14 +0.18%)) industrial AI dominance strengthensbullish multi-sector tailwind. This is my opinion. Not financial advice. https://twitter.com/i/web/status/1995795265861627993 https://twitter.com/i/web/status/1995795265861627993"
X Link 2025-12-02T10:00Z [---] followers, [---] engagements

"Surging household spend boosts retail stocks like $JBH $WES. Rate hike bets may pressure REITs & housing ($GPT). Consumer discretionary outperformance likely short-term but watch for margin compression in '24 as borrowing costs rise. This is my opinion. Not financial advice"
X Link 2025-12-04T20:00Z [---] followers, [--] engagements

"Hints at earlier rate hikes signal yen strengthening pressuring Japanese exporters. $DXJ ($4858.00 +0.31%) could underperform while $EWJ gains on domestic resilience. Watch global bond yields; a policy shift could ripple through carry trades and EM debt markets. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2012072444006224142 https://twitter.com/i/web/status/2012072444006224142"
X Link 2026-01-16T08:00Z [---] followers, [--] engagements

"China's curbs on HFT disrupt market liquidity likely pressuring firms reliant on speed arbitrage. $CITIC $HUYA may face volatility. Global peers like $MKTX $ICE could gain as flows shift abroad. Watch for structural changes in trading volumes. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2012299018454307259 https://twitter.com/i/web/status/2012299018454307259"
X Link 2026-01-16T23:00Z [---] followers, [--] engagements

"Trump-Putin Kyiv pause may ease immediate energy shocks but short-lived. Expect volatility in crude ($CL_F) & European nat gas ($TTF ($3849.00 +0.00%)). Defense stocks ($LMT ($631.26 +1.49%) $NOC) could face headwinds near-term; re-escalation risk keeps oil & defense plays in focus. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2017259191103090809 https://twitter.com/i/web/status/2017259191103090809"
X Link 2026-01-30T15:30Z [---] followers, [--] engagements

"Anthropic's AI tool triggered a $285B sector wipeout hitting $EXPN $RELX $LSEG ($767.80 +0.93%). Highlights rising risk to legacy players in data-heavy industries. Watch for margin compression as pricing power erodes; AI-driven efficiency likely to pressure incumbents. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2018988046780080436 https://twitter.com/i/web/status/2018988046780080436"
X Link 2026-02-04T10:00Z [---] followers, [---] engagements

"US-Iran talks signal de-escalation despite drone skirmish. Brent crude stabilizing but risk premium lingers. Defense stocks could soften; energy ($XLE ($51.59 +0.00%)) remains sensitive. Watch for FX volatility in oil-importing EMs. Favor hedged plays in energy. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019003063961268441 https://twitter.com/i/web/status/2019003063961268441"
X Link 2026-02-04T11:00Z [---] followers, [--] engagements

"$SLAB surges on Texas Instruments buyout signaling consolidation in analog/mixed-signal ICs. Pricing power to rise as competition narrows. Watch $ADI ($321.00 +3.24%) and $ON ($62.51 +5.32%) for potential re-ratings; sector-wide M&A could push valuations higher. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019139206375686467 https://twitter.com/i/web/status/2019139206375686467"
X Link 2026-02-04T20:01Z [---] followers, [--] engagements

"Dow's [-----] milestone driven by rebound in industrials/energy. $CAT ($725.42 +6.96%) $XOM ($149.04 +2.10%) lead gains reflecting capex recovery & oil price resilience. Tech lagged; $MSFT ($400.38 +1.79%) $AAPL ($276.90 +0.44%) underperformed. Favor cyclicals in the short-term but watch overbought signals for profit-taking. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019894172551987510 https://twitter.com/i/web/status/2019894172551987510"
X Link 2026-02-06T22:01Z [---] followers, [--] engagements

"Market Impact ➡: The key driver isnt just election uncertaintyits the tension between Japan's domestic fiscal path and global macro flows. A Takaichi win adds pressure on the BoJ to maintain easy policy amidst rising JGB yields. Meanwhile U.S. yield divergence and demand for safe-haven dollars post-Amazon earnings threaten a breakout in USD/JPY forcing intervention risk back into focus. JPY vol will spill into equities ($DXJ ($5076.00 +2.74%)) FX carry trades and potentially U.S. and EU bond markets. Part 2/3"
X Link 2026-02-06T22:02Z [---] followers, [--] engagements

"Our Take 🧐: The real play here is positioning ahead of BoJ intervention. A break past [------] likely triggers stop-loss cascades but intervention risk above [---] creates a tactical short opportunity in USD/JPY. Watch for implied vol spikes in the yen and global fixed income markets. For equities Japanese exporters will remain bid ($TM $SONY) but domestic financials face risk if JPY intervention reverses bond yields. Stay nimble. Part 3/3 📄 Read the full analysis: This is my opinion. Not financial advice."
X Link 2026-02-06T22:02Z [---] followers, [--] engagements

"China's stablecoin ban throttles crypto adoption in a key market. Hits global stablecoin issuers like $USDT impacting liquidity. Watch for capital flight to decentralized alternatives and bearish pressure on crypto-linked equities like $COIN ($165.20 +13.16%). This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020075327108563048 https://twitter.com/i/web/status/2020075327108563048"
X Link 2026-02-07T10:01Z [---] followers, [--] engagements

"Iran's threat escalates Middle East tensions risking oil supply disruptions. Brent crude spikes likely; energy equities ($XLE ($53.17 +1.99%)) could outperform. Watch for inflationary pressure Fed hawkishness may persist. Long energy hedge with gold ($GLD ($4965.40 +0.00%)). This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020195950820569567 https://twitter.com/i/web/status/2020195950820569567"
X Link 2026-02-07T18:00Z [---] followers, [--] engagements

"The News 📰: Elon Musk fused SpaceX with xAI into a $1.25T behemoth solidifying SpaceX's role beyond launch services into AI-driven space & defense tech. This positions Musk as a contender for trillionaire status but it signals broader shifts in the space economy & AI integration. Part 1/3 https://twitter.com/i/web/status/2020256450543534083 https://twitter.com/i/web/status/2020256450543534083"
X Link 2026-02-07T22:00Z [---] followers, [--] engagements

"Market Impact ➡: The merger could reprice private valuations across aerospace & AI sectors. Public peers like $RKLB and $BA ($243.11 +2.64%) may see asymmetric sentiment shiftspositive for companies with defense contracts risk for those with commoditized launch services. Watch the AI-hype premium in space-tech ETFs. Part 2/3 https://twitter.com/i/web/status/2020256451764130245 https://twitter.com/i/web/status/2020256451764130245"
X Link 2026-02-07T22:00Z [---] followers, [---] engagements

"Our Take 🧐: This deal isn't just about Muskit could alter capital flows into defense & AI with implications for sectors tied to national security budgets. Long-term tailwinds for dual-use tech; short term expect volatility in space/AI names as markets recalibrate growth narratives. Part 3/3 📄 Read the full analysis: This is my opinion. Not financial advice. https://dutchbrat.com/articlesdeep-dive-2026-02-07-elon-musk-wants-to-be-a-trillionaire-heres-how-spa https://dutchbrat.com/articlesdeep-dive-2026-02-07-elon-musk-wants-to-be-a-trillionaire-heres-how-spa"
X Link 2026-02-07T22:00Z [---] followers, [--] engagements

"Central banks' record gold purchases signal strong long-term demand especially below $4700 close to cost basis. Higher rates may cap upside near-term but dips are buyable. $GLD ($4965.40 +0.00%) could see inflows as inflation hedging regains traction amid global policy shifts. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020407418685886537 https://twitter.com/i/web/status/2020407418685886537"
X Link 2026-02-08T08:00Z [---] followers, [--] engagements

"Alphabet's $GOOGL ($322.44 -2.62%) AI capex surge reinforces leadership vs. peers like $MSFT ($400.38 +1.79%). Signals robust cloud/AI demand boosting semis ($NVDA ($185.30 +7.89%) $AMD ($207.59 +7.89%)). Watch for margin compression short term but long-term moat deepens. Consider overweighting AI-exposed equities. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020452725368987803 https://twitter.com/i/web/status/2020452725368987803"
X Link 2026-02-08T11:00Z [---] followers, [--] engagements

"Ramped military activity signals potential surge in defense budgets; watch $LMT ($628.90 +3.25%) $NOC $RTX ($198.56 +1.37%) for upside. Energy markets may tighten on Middle East escalation riskbullish for $XOM ($149.04 +2.10%) $CVX ($180.88 +0.98%). Volatility expected; hedge with gold or $GLD ($4965.40 +0.00%). Monitor geopolitical spillovers. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020558439391416472 https://twitter.com/i/web/status/2020558439391416472"
X Link 2026-02-08T18:00Z [---] followers, [--] engagements

"The News 📰: Big Tech's $660bn AI splurge signals a paradigm shift. Major players ($AAPL ($276.90 +0.44%) $MSFT ($400.38 +1.79%) $GOOGL ($322.44 -2.62%) $NVDA ($185.30 +7.89%)) are weighing how to fund this capex surgethrough cutting buybacks/dividends using cash reserves or issuing debt. This marks the largest coordinated capital deployment since the cloud race a decade ago. Part 1/3 https://twitter.com/i/web/status/2020618880184353087 https://twitter.com/i/web/status/2020618880184353087"
X Link 2026-02-08T22:00Z [---] followers, [---] engagements

"Market Impact ➡: Near-term reallocating resources could pressure EPS growth and shareholder returns potentially weighing on multiples. But the second-order effects are key: supply chain beneficiaries ($TSM ($16.43 +3.65%) $ASML ($1407.90 +4.41%)) and hyperscalers' pricing power could re-rate higher. Watch for repricing in AI-adjacent equities as the TAM narrative expands. Part 2/3 https://twitter.com/i/web/status/2020618881375600765 https://twitter.com/i/web/status/2020618881375600765"
X Link 2026-02-08T22:00Z [---] followers, [--] engagements

"Gold hitting $5k signals inflation fears & distrust in fiat. Silvers rally suggests retail/speculative influx. Watch miners like $NEM ($116.44 +7.33%) $WPM for leverage. Dollar weakness likely; bearish for bonds bullish for real assets & EM. Reassess portfolio hedges. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020754846802931740 https://twitter.com/i/web/status/2020754846802931740"
X Link 2026-02-09T07:01Z [---] followers, [--] engagements

"China's push to cut US Treasury exposure risks higher yields as demand wanes. $TLT ($87.10 -0.39%) under pressure rate-sensitive sectors like REITs vulnerable. Watch USD for potential weakness boosting EM equities. Favor short-duration bonds diversified FX hedges. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020769855360667737 https://twitter.com/i/web/status/2020769855360667737"
X Link 2026-02-09T08:00Z [---] followers, [--] engagements

"Takaichi's win boosts fiscal stimulus expectations favoring defense & AI sectors. $6758 (Sony) & $8035 (Tokyo Electron) could see AI-driven tailwinds. Defense plays like $7011 (Mitsubishi Heavy) may rally. Broader Nikkei upside likely; overweight Japan. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020799903211868409 https://twitter.com/i/web/status/2020799903211868409"
X Link 2026-02-09T10:00Z [---] followers, [--] engagements

"Samsung's HBM4 production accelerates AI infrastructure growth. $SSNLF's 6.4% rally reflects market optimism. Competitive edge vs $MU ($381.60 -3.25%) $NVDA ($183.54 -0.91%) in AI chips. Long-term tailwind for memory sector; bullish on suppliers tied to AI demand. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020815100039295484 https://twitter.com/i/web/status/2020815100039295484"
X Link 2026-02-09T11:00Z [---] followers, [---] engagements

"Stellantis' 22BN write-down signals overcapacity and waning profitability in EVs. $STLA bearish suppliers vulnerable. Watch for policy shifts or subsidies to reignite demand. Short EV-heavy auto stocks; favor legacy names diversifying into hybrids. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020882996157390977 https://twitter.com/i/web/status/2020882996157390977"
X Link 2026-02-09T15:30Z [---] followers, [--] engagements

""🔥 Commodities surge as crypto stumblesvolatility spikes" 🟢 BULLISH 🐂 📈 📊 EU Close Market Briefing 📊 Commodities showing strength (+2.8%) 🪙 Crypto showing weakness (-2.0%) 💡 Momentum building across commodities 🔍 Dive deeper into the data #MarketAnalysis #Investing #BullMarket #RiskOn #Finance 📊 Chart attached 👇 https://www.dutchbrat.com/briefingsbriefing_id=434 https://www.dutchbrat.com/briefingsbriefing_id=434"
X Link 2026-02-09T16:27Z [---] followers, [--] engagements

"Jan payrolls & CPI doubleheader may amplify volatility. Strong payrolls could solidify Fed tightening; soft CPI might ease rate hike fears. Watch $SPY ($6966.24 +0.55%) for sensitivity to rate expectations and $TLT ($87.32 -0.14%) for bond market reactionkey hedging instruments. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020920785330745639 https://twitter.com/i/web/status/2020920785330745639"
X Link 2026-02-09T18:00Z [---] followers, [---] engagements

"Meta's AI spending leak pressures margins favoring hardware plays over platforms. $NVDA ($190.80 +2.97%) and $AMD ($216.46 +3.91%) benefit from pick-and-shovel demand. $META ($682.57 +3.22%) faces margin scrutiny. Long chipmakers cautious on platform-heavy AI bets. Crypto-linked stocks face new volatility. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020950965784805694 https://twitter.com/i/web/status/2020950965784805694"
X Link 2026-02-09T20:00Z [---] followers, [--] engagements

""🔥 Commodities surge crypto climbswhat's fueling the moves" ⚪ NEUTRAL 😐 ➡ 📊 US Close Market Briefing 📊 Commodities showing strength (+1.7%) 🪙 Crypto showing strength (+0.7%) 💡 Momentum building across commodities 🔍 Dive deeper into the data #MarketAnalysis #Investing #Consolidation #RangeTrading #Finance 📊 Chart attached 👇 https://www.dutchbrat.com/briefingsbriefing_id=435 https://www.dutchbrat.com/briefingsbriefing_id=435"
X Link 2026-02-09T21:01Z [---] followers, [--] engagements

"ByteDance's AI leap boosts $KWEB catalyzing sentiment in China's tech. Policy tailwinds (AI prioritization) and rising adoption likely fuel media/app stocks. Watch $BIDU $TCEHY for spillover. Valuation risks persist; focus on quality AI plays. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020981353454428515 https://twitter.com/i/web/status/2020981353454428515"
X Link 2026-02-09T22:01Z [---] followers, [---] engagements

"The News 📰: Gold has surged to $5k per ounce with silver following suit. The catalyst Persistent macro uncertaintyrising geopolitical tensions central bank demand and inflationary concerns are driving "hard asset" flows. These moves now eclipse historical highs signaling investors' search for safer havens amidst volatility. Part 1/3"
X Link 2026-02-09T22:02Z [---] followers, [--] engagements

"Market Impact ➡: Beyond typical safe-haven demand this is a liquidity signal. Gold miners ($GDX ($102.91 +5.80%)) and silver ETFs ($SLV ($75.47 +7.66%)) are catching bids but also watch broader implications: a sustained gold rally pressures central bank credibility on inflation control. Bond market dislocations and FX volatility could intensify as real rates diverge further. Part 2/3 https://twitter.com/i/web/status/2020981548703482123 https://twitter.com/i/web/status/2020981548703482123"
X Link 2026-02-09T22:02Z [---] followers, [--] engagements

"Our Take 🧐: This is a durable regime shift favoring commodities over financial assets driven by structural macro themes like de-dollarization and energy-linked inflation. Allocate selectively: miners with low AISC (all-in sustaining costs) and strong balance sheets like $NEM ($120.39 +4.60%) or diversified inflation hedgesgold and silver aren't just a trade; they're becoming policy hedges. Part 3/3 📄 Read the full analysis: This is my opinion. Not financial advice. https://dutchbrat.com/articlesdeep-dive-2026-02-09-gold-prices-rise-to-5k-silver-surges-after-whipsaw"
X Link 2026-02-09T22:02Z [---] followers, [--] engagements

"China reducing $UST exposure pressures yields higher spurring volatility. $TLT ($87.30 -0.16%) under threat; risk-off sentiment could deepen. Watch FX: USD strength may wane. EM debt at risk as capital flows shift. Tactical short Treasuries but hedge geopolitical risk. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020996270496579751 https://twitter.com/i/web/status/2020996270496579751"
X Link 2026-02-09T23:00Z [---] followers, [---] engagements

"Escalation over Taiwan raises risk premium on semis like $TSM ($16.73 +1.82%). Supply chain disruptions could pressure $AAPL ($273.19 -1.77%) margins. Defense stocks ($LMT ($637.90 +2.23%) $NOC) may gain amid heightened tensions. Watch yuan volatility and capital flows for broader EM impact. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021117088010547309 https://twitter.com/i/web/status/2021117088010547309"
X Link 2026-02-10T07:00Z [---] followers, [--] engagements

"Commodities surge signals inflationary pressure lifting energy/materials stocks. $XOM ($151.41 +0.19%) $BHP poised to benefit on supply-demand imbalance. Global equities rebound suggests risk-on sentiment; tech lagging amid cost pressures. Rotate into cyclicals/commodities. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021132281423728722 https://twitter.com/i/web/status/2021132281423728722"
X Link 2026-02-10T08:01Z [---] followers, [--] engagements

"Big Tech carve-out from chip tariffs could bolster margins for $AAPL ($273.15 -0.46%) $MSFT ($414.90 +0.34%) and $GOOGL ($324.09 +0.01%). Positive for semis like $NVDA ($190.93 +0.55%) $AMD ($216.40 +0.28%) as demand stabilizes. Watch for geopolitical risks and potential retaliation; sector remains sensitive to supply chain shocks. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021162535819317503 https://twitter.com/i/web/status/2021162535819317503"
X Link 2026-02-10T10:01Z [---] followers, [--] engagements

"China reducing UST holdings could pressure yields higher challenging risk assets and U.S. borrowing costs. Watch $TLT ($87.67 +0.29%) for downside risk. Opportunity in short-duration bonds or inflation-protected securities as an offset to rising rates. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021177594549256382 https://twitter.com/i/web/status/2021177594549256382"
X Link 2026-02-10T11:01Z [---] followers, [--] engagements

"$UPWK's AI-driven margin expansion reflects transformative efficiency in freelance platforms. As AI adoption surges expect broader sector re-ratings. Watch commoditized labor markets; potential wage pressures could shift regulatory landscapes. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021245553128964148 https://twitter.com/i/web/status/2021245553128964148"
X Link 2026-02-10T15:31Z [---] followers, [--] engagements

""⛓ Crypto & commodities falterwhats dragging markets down" ⚪ NEUTRAL 😐 ➡ 📊 EU Close Market Briefing 📊 Commodities showing weakness (-1.4%) 🪙 Crypto showing weakness (-1.3%) 💡 Pressure mounting in commodities 📈 Read the full briefing #MarketAnalysis #Investing #Consolidation #RangeTrading #Finance 📊 Chart attached 👇 https://www.dutchbrat.com/briefingsbriefing_id=438 https://www.dutchbrat.com/briefingsbriefing_id=438"
X Link 2026-02-10T16:27Z [---] followers, [--] engagements

"Revoking EPA's endangerment finding could weaken renewable energy incentives benefiting fossil fuels short term. Utilities reliant on green tech may face headwinds. Long-term ESG flows to renewables like $TSLA $NEE may slow creating buy-the-dip opportunities. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021314819521982961 https://twitter.com/i/web/status/2021314819521982961"
X Link 2026-02-10T20:06Z [---] followers, [--] engagements

"Yuan strength signals China's strategic shift away from $USD assets. De-dollarization accelerates; bearish for $DXY bullish for EMFX. Watch commodities: stronger yuan may boost demand for metals like copper ($FCX) as China's purchasing power rises. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021343482497908837 https://twitter.com/i/web/status/2021343482497908837"
X Link 2026-02-10T22:00Z [---] followers, [--] engagements

"Surging global conflict fuels defense stocks ($LMT $RTX) but risks EM equity selloff. Energy ($XOM $CVX) may rally on supply shocks. Watch USD strength as safe-haven flows intensify. Tactical short on EM ETFs; long defense & energy for hedging. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021358715970920958 https://twitter.com/i/web/status/2021358715970920958"
X Link 2026-02-10T23:00Z [---] followers, [--] engagements

"Potential Ukraine peace deal could ease European energy concerns pressuring natural gas ($UNG) and crude ($USO). Defense stocks ($LMT $NOC) may face headwinds on reduced conflict risk. Watch EU equities; peace may bolster growth sentiment. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021494604277702926 https://twitter.com/i/web/status/2021494604277702926"
X Link 2026-02-11T08:00Z [---] followers, [--] engagements

"Indonesia's nickel output cut tightens supply boosting prices amid EV demand surge. Positive for $TSLA supply chain but risks profit pressure on battery makers. Watch miners like $VALE for upside; nickel-dependent tech could face margin headwinds. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021539800801517873 https://twitter.com/i/web/status/2021539800801517873"
X Link 2026-02-11T11:00Z [---] followers, [--] engagements

"China's Treasury selloff highlights de-dollarization risks. Rising yields pressure $TLT while USD hegemony faces long-term threats. Short-duration bonds safer; watch gold ($GLD) and yuan stability as hedges. EM debt may gain appeal in reserve shifts. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021607721091359228 https://twitter.com/i/web/status/2021607721091359228"
X Link 2026-02-11T15:30Z [---] followers, [--] engagements

"Asia outpacing US/EU reflects robust policy tailwinds resilient consumer demand and supply chain shifts. EM inflows rising; long $TSM $BABA on tech dominance. EU/US risk losing capital flows; overweight Asia equities underweight developed markets. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021645640959173064 https://twitter.com/i/web/status/2021645640959173064"
X Link 2026-02-11T18:00Z [---] followers, [--] engagements

"$BTC's sell wall at $70k reveals miner capitulation with 90k BTC ($6.3B) offloaded in 72hrs. Supply shock signals rational deleveraging. Short-term bearish; watch $59.8k support. Long-term buyers may eye accumulation post-volatility. This is my opinion. Not financial advice"
X Link 2026-02-11T20:00Z [---] followers, [--] engagements

"$CSLLY's 81% profit drop signals execution risks in strategic pivot. Margins under pressure; peers may capitalize on CSL's repositioning. Monitor sector for M&A activity as smaller players could exploit CSL's focus shift. Cautious near-term on $CSLLY. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021705880383697123 https://twitter.com/i/web/status/2021705880383697123"
X Link 2026-02-11T22:00Z [---] followers, [--] engagements

"FBI probe on GA [----] election irregularities may amplify policy focus on election tech. Potential tailwind for blockchain-based voting firms. Monitor $VOTE $BLCK. Political uncertainty could pressure consumer sentiment impacting $XRT. This is my opinion. Not financial advice"
X Link 2026-02-11T23:00Z [---] followers, [--] engagements

"Anthropic's $20B raise signals intensifying capital flows into AI amid waning VC appetite elsewhere. $NVDA $MSFT likely beneficiaries via ecosystem demand. Elevated valuations may strain returns; caution on AI bubble risk as rates remain high. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021887201760411892 https://twitter.com/i/web/status/2021887201760411892"
X Link 2026-02-12T10:00Z [---] followers, [--] engagements

"$NVCR's 30% surge underscores FDA approval's transformative potential for pancreatic cancer treatment. Strengthens competitive moat in oncology devices. Could lift sentiment across biotech; watch $XBI. Valuation spike may invite profit-takingmonitor closely. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021902227191824497 https://twitter.com/i/web/status/2021902227191824497"
X Link 2026-02-12T11:00Z [---] followers, [--] engagements

"Microsoft's ($MSFT) AI warning signals potential labor market upheaval. Automation benefits cloud robotics and software firms but risks consumer spending dips. Long $MSFT $NVDA and $GOOGL on AI infra; cautious on discretionary sectors. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022038237435285995 https://twitter.com/i/web/status/2022038237435285995"
X Link 2026-02-12T20:00Z [---] followers, [--] engagements

"Anthropic's $380B valuation reflects AI bubble risk. Elevated private funding pressures public AI stocks ($MSFT ($401.91 -0.53%) $NVDA ($187.77 -1.12%)). Watch for multiple contraction in frothy tech sectors as rates rise; diversify into undervalued cyclicals or defensives. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022068285152415922 https://twitter.com/i/web/status/2022068285152415922"
X Link 2026-02-12T22:00Z [---] followers, [--] engagements

"Anthropic's $30B raise at a $380B valuation highlights surging AI capital allocation. Valuations imply aggressive growth; risk of overextension grows. Long $NVDA ($187.66 -1.18%) $AMD ($206.90 -3.08%) for AI chip demand but cautiously monitor AI bubble risk in private valuations. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022083509691596930 https://twitter.com/i/web/status/2022083509691596930"
X Link 2026-02-12T23:00Z [---] followers, [--] engagements

"Existing Home Sales miss (-8.4%) & Cisco ($CSCO ($74.64 -12.71%)) slump signal broader demand weakness. ES waterfall (-143pts) & VIX spike (+18%) point to heightened volatility. De-risking evident; consider cash-heavy positioning or short exposure to cyclicals. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022204129255235866 https://twitter.com/i/web/status/2022204129255235866"
X Link 2026-02-13T07:00Z [---] followers, [--] engagements

"Stricter China-linked material limits tighten tax credit access favoring domestic suppliers. $ENPH $SEDG may face cost pressures; US-based firms like $FSLR could gain. Supply chain shifts may delay projects boosting inflationary risks. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022219306285646061 https://twitter.com/i/web/status/2022219306285646061"
X Link 2026-02-13T08:00Z [---] followers, [---] engagements

"Taiwan's AI-driven growth outlook bolstered by a US trade deal strengthens semis. $TSM ($17.12 +0.00%) likely to benefit as chip demand surges. Watch supply chains; potential geopolitical risks could elevate volatility. Long semis but hedge with Asia ex-Taiwan exposure. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022249551013286001 https://twitter.com/i/web/status/2022249551013286001"
X Link 2026-02-13T10:00Z [---] followers, [--] engagements

"Raising the target to 2.5-3.5% could steepen the yield curve as long-term inflation expectations rise. Growth stocks like $AAPL ($260.59 -0.38%) may face valuation pressure while real assets and TIPS gain appeal. Favor energy and industrials for inflation hedges. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022332565625971056 https://twitter.com/i/web/status/2022332565625971056"
X Link 2026-02-13T15:30Z [---] followers, [--] engagements

"US CPI at 2.4% eases Fed pressure but risks mispricing rate cuts. Labor market resilience keeps a [----] hike plausible. Bullish for duration assets; $SPX ($6845.56 +0.20%) upside capped as disinflation hits pricing power. Rotate into bonds defensive equities over growth. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022400649472729130 https://twitter.com/i/web/status/2022400649472729130"
X Link 2026-02-13T20:01Z [---] followers, [--] engagements

""⚡ Crypto surges 6.3% as volatility grips US markets" ⚪ NEUTRAL 😐 ➡ 📊 US Close Market Briefing 🪙 Crypto showing strength (+6.3%) 📊 Commodities showing strength (+0.5%) 💡 Momentum building across crypto 💡 Discover what's driving markets #MarketAnalysis #Investing #Consolidation #RangeTrading #Finance 📊 Chart attached 👇 https://www.dutchbrat.com/briefingsbriefing_id=450 https://www.dutchbrat.com/briefingsbriefing_id=450"
X Link 2026-02-13T21:02Z [---] followers, [--] engagements

"The News 📰: The US has greenlit oil majors to resume operations & investments in Venezuela aiming to stabilize global energy markets and reduce dependence on high-risk suppliers. This marks a major geopolitical shift as sanctions ease after years of isolation unlocking one of the world's largest oil reserves. Part 1/3"
X Link 2026-02-13T22:02Z [---] followers, [--] engagements

"$61B debt-backed lender merger may boost liquidity in India's power sector. Improved credit flow could accelerate infrastructure and energy investments. Look to Indian bank ETFs or key lenders like $HDB for exposure to growth in the world's fastest-growing economy. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2023291358417428806 https://twitter.com/i/web/status/2023291358417428806"
X Link 2026-02-16T07:00Z [---] followers, [--] engagements

"Trump's push for voter ID via SAVE America Act could amplify consumer data security concerns impacting $VRSK and $ACN ($224.39 +1.10%). Long-term stricter ID laws may boost demand for digital ID solutions favoring $OKTA. Watch regulatory risks in tech. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022989566819393946 https://twitter.com/i/web/status/2022989566819393946"
X Link 2026-02-15T11:01Z [---] followers, [--] engagements

"160% duties on Chinese graphite anodes escalate supply chain decoupling. US EV firms like $TSLA face rising costs; potential boost for domestic suppliers like $PLL. Watch for inflationary pressures in EVs and broader critical minerals policy shifts. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2023336885129535939 https://twitter.com/i/web/status/2023336885129535939"
X Link 2026-02-16T10:01Z [---] followers, [--] engagements

"US-Russia nuclear treaty collapse risks arms race. Defense budget uptick likely; bullish for contractors like $LMT ($599.90 -0.29%) $GD ($353.32 -0.40%). Watch commodities like uranium ($CCJ) as geopolitical tensions drive demand. Caution on broader market volatility. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019350571870801924 https://twitter.com/i/web/status/2019350571870801924"
X Link 2026-02-05T10:01Z [---] followers, [--] engagements

"Snap election risks Yen crash if Takaichi wins. Break of [------] could trigger BOJ intervention at [---]. $DXJ ($4983.00 +1.18%) hedges Japan equity exposure while $FXY longs benefit from risk-off. Watch USD strength spillover impacting EM FX & global carry trades. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019682651569795529 https://twitter.com/i/web/status/2019682651569795529"
X Link 2026-02-06T08:00Z [---] followers, [--] engagements

"China's export ban reshapes supply chains; tungsten scarcity boosts non-Chinese miners. $MP ($56.07 -0.45%) $LAC and $ALB ($104.50 +0.00%) poised to gain as nations diversify. Expect higher input costs for industrials & defense; inflationary pressures likely persist. Long miners short reliant sectors. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019863871838621879 https://twitter.com/i/web/status/2019863871838621879"
X Link 2026-02-06T20:00Z [---] followers, [---] engagements

"Potential peace talks on Ukraine could pressure defense stocks like $LMT ($628.90 +3.25%) $NOC as demand for arms moderates. Watch for reallocations to industrials or emerging markets on geopolitical stability. Short-term volatility likely; long-term fundamentals remain key. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020090238417195065 https://twitter.com/i/web/status/2020090238417195065"
X Link 2026-02-07T11:00Z [---] followers, [--] engagements

"$TTWO ($195.12 +1.30%)'s GTA [--] launch targets a multi-year engagement cycle. Recurring digital sales could boost EBITDA margins. Current valuation implies [----] revenue growth; upside hinges on execution. Consider call spreads for upside exposure but watch for delays. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020158497481019732 https://twitter.com/i/web/status/2020158497481019732"
X Link 2026-02-07T15:31Z [---] followers, [---] engagements

"Schroders' 25% profit surge bolsters valuation appeal; Nuveen offer highlights consolidation trend in asset mgmt. If merger proceeds scale synergies could pressure smaller players. Long $SDR.L on growth M&A premium; watch for sector-wide re-rating. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021970320098251219 https://twitter.com/i/web/status/2021970320098251219"
X Link 2026-02-12T15:31Z [---] followers, [--] engagements

"Pentagon's "military-linked" misstep spiked $BABA volatility. Geopolitical risk premium in Chinese ADRs surging impacting $BIDU $TCEHY. Short-term noise but long-term investors should assess U.S.-China tensions' drag on valuations and access. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022430830887350646 https://twitter.com/i/web/status/2022430830887350646"
X Link 2026-02-13T22:00Z [---] followers, [---] engagements

"Market Impact ➡: Near-term this could weigh on oil prices as new supply prospects improve. Watch Brent/WTI spreads and oil-sensitive equities like $XOM ($148.52 -0.87%) $CVX ($183.50 +0.66%) and $SLB for reaction. Longer-term increased Venezuelan output could pressure OPEC+ discipline and dilute their pricing power creating ripple effects for sovereigns like Saudi Arabia and Russia. Part 2/3 https://twitter.com/i/web/status/2022431123096109400 https://twitter.com/i/web/status/2022431123096109400"
X Link 2026-02-13T22:02Z [---] followers, [---] engagements

"Our Take 🧐: Strategically this move benefits US majors$XOM ($148.52 -0.87%) $CVX ($183.50 +0.66%)as they hold legacy assets in Venezuela with high production potential once rehabilitated. Risk lies in execution (infrastructure decay political instability). Separately EM debt investors should re-evaluate Venezuelan bonds if oil revenues revive fiscal capacity. Stay cautious on crude-heavy ETFs near-term. Part 3/3 📄 Read the full analysis: This is my opinion. Not financial advice. https://dutchbrat.com/articlesdeep-dive-2026-02-13-us-allows-oil-majors-to-broadly-operate-in-venezue"
X Link 2026-02-13T22:02Z [---] followers, [--] engagements

"US scrutiny of $BABA $BYDDY escalates geopolitical risk premium. Potential sanctions or restrictions could dampen foreign investment in Chinese equities. Diversify Asia exposure to India Vietnambeneficiaries of supply chain shifts. Monitor retaliatory moves. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022445888409403790 https://twitter.com/i/web/status/2022445888409403790"
X Link 2026-02-13T23:00Z [---] followers, [--] engagements

"US ATACMS near China heightens regional risk. Defense stocks like $LMT ($653.13 +2.48%) $RTX ($200.20 -0.42%) could rally on procurement optimism. Supply chain exposure in Asia may pressure $AAPL $TSLA. Monitor commodity volatility; energy prices may spike on conflict fears. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022566715238822194 https://twitter.com/i/web/status/2022566715238822194"
X Link 2026-02-14T07:00Z [---] followers, [--] engagements

"China aiding Russia heightens U.S.-China tensions risking tech export restrictions. $SMH ($407.40 +0.34%) faces supply chain headwinds while defense stocks like $LMT ($653.13 +2.48%) may rally on elevated geopolitical risk. Energy markets could see renewed volatilitylong crude. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022611927675892029 https://twitter.com/i/web/status/2022611927675892029"
X Link 2026-02-14T10:00Z [---] followers, [--] engagements

"Russia's digital clampdown limits Western tech like $GOOGL (YouTube) & $META (WhatsApp) accelerating local tech isolation. Watch Yandex & VKontakte for potential state capital infusions but rising operational risks deter foreign investors. Avoid exposure. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022627125396640013 https://twitter.com/i/web/status/2022627125396640013"
X Link 2026-02-14T11:00Z [---] followers, [--] engagements

"Europe's nuclear pivot may signal rising defense budgets amid strategic autonomy. Defense stocks like $RTX ($200.20 -0.42%) and $LMT ($653.13 +2.48%) could benefit. Watch for increased EU fiscal strain potential euro volatility and geopolitical risk premiums in bond markets. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022732634892161230 https://twitter.com/i/web/status/2022732634892161230"
X Link 2026-02-14T18:00Z [---] followers, [--] engagements

"Productivity gains from AI adoption could drive margin expansion across sectors. Watch $MSFT & $GOOGL as key enablers. Labor cost pressures may ease but Fed could view higher growth as inflationaryrisk of tighter policy looms. Balance growth vs rate risk. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022928957180391883 https://twitter.com/i/web/status/2022928957180391883"
X Link 2026-02-15T07:00Z [---] followers, [--] engagements

"$65bn loss reflects overestimated EV adoption curve. Policy uncertainty and charging infra gaps hinder growth. Hybrid producers like $TM may gain as pivot aligns with consumer practicality. Short $LCID/$RIVN; long diversified autos with hybrid exposure. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022944167064658358 https://twitter.com/i/web/status/2022944167064658358"
X Link 2026-02-15T08:00Z [---] followers, [--] engagements

"The News 📰: Reports suggest the Pentagon is preparing for a "sustained weeks-long military campaign" against Iran. If executed this could dramatically escalate Middle East tensions with implications for energy markets regional stability and geopolitical alliances. Part 1/3"
X Link 2026-02-15T22:01Z [---] followers, [--] engagements

"Market Impact ➡: Oil ($CL_F) is the obvious first responderexpect a spike on supply disruption fears. But watch gold ($GC_F) and defense stocks like $LMT ($653.13 +2.48%) and $NOC; risk aversion and military spend narratives could drive capital rotation. EM debt in the region may widen sharply. Part 2/3 https://twitter.com/i/web/status/2023155666832032181 https://twitter.com/i/web/status/2023155666832032181"
X Link 2026-02-15T22:01Z [---] followers, [--] engagements

""⚠ Crypto tumbles 5.5%markets brace for ripple effects" ⚪ NEUTRAL 😐 ➡ 📊 Global Markets Morning Briefing 🪙 Crypto showing weakness (-5.5%) 💡 Pressure mounting in crypto ⚡ Get the complete analysis #MarketAnalysis #Investing #Consolidation #RangeTrading #Finance 📊 Chart attached 👇 https://www.dutchbrat.com/briefingsbriefing_id=451 https://www.dutchbrat.com/briefingsbriefing_id=451"
X Link 2026-02-16T07:31Z [---] followers, [--] engagements

"Japan's weak Q4 GDP signals sluggish domestic demand and export dependency risks. Yen ($FXY) may weaken if BoJ maintains dovish stance boosting exporters like $TM. Consider hedging Japan exposure or positioning in firms benefiting from weaker yen. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2023306456175374524 https://twitter.com/i/web/status/2023306456175374524"
X Link 2026-02-16T08:00Z [---] followers, [--] engagements

"TSMC's US expansion may reduce geopolitical risk but raises cost structures. Favor $TSM ($17.03 -0.52%) for long-term strategic positioning. Near term watch for margin pressures impacting $AMD ($206.94 +0.53%) $NVDA supply chains. Focus on US chip equipment stocks like $AMAT $LRCX. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022695175559028949 https://twitter.com/i/web/status/2022695175559028949"
X Link 2026-02-14T15:31Z [---] followers, [--] engagements

"The News 📰: $BTCUSD nosedived 52% from its Oct '25 ATH of $126K hitting $60K amid record low sentiment (Fear/Greed = 5). This crash eclipsed past black swan events like Terra/Luna and FTX. A violent liquidation cascade ($6B total w/ $3.7B in one weekend) drove capitulation. A post-CPI bounce to $69K suggests macro winds are shifting. Part 1/3 https://twitter.com/i/web/status/2022793217796702565 https://twitter.com/i/web/status/2022793217796702565"
X Link 2026-02-14T22:00Z [---] followers, [--] engagements

"China's AI push threatens U.S. dominance; $NVDA $MSFT $GOOGL could face headwinds as Chinese firms scale. U.S. export curbs may tighten raising supply chain risks. Long-term: Diversify into emerging markets tech to hedge geopolitical bifurcation. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2023419840094978480 https://twitter.com/i/web/status/2023419840094978480"
X Link 2026-02-16T15:30Z [---] followers, [--] engagements

"$GOOGL ($327.14 -3.67%)'s capex surge to $185B signals a high-conviction AI infrastructure bet. While bullish for cloud/AI suppliers it pressures near-term FCF. Watch supply chain plays (e.g. semis) and potential margin compression as AI arms race intensifies. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019305097549824114 https://twitter.com/i/web/status/2019305097549824114"
X Link 2026-02-05T07:00Z [---] followers, [--] engagements

"China's reopening crushed silver (-20%) as industrial demand forecasts temper. Gold Bitcoin followed amid liquidity shifts. Short-term miners under pressure; $SLV ($72.39 -8.52%) weak. Long-term inflation hedgers may re-enter. Watch $GDX ($97.03 -1.74%) for rebound timing. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019320260709556468 https://twitter.com/i/web/status/2019320260709556468"
X Link 2026-02-05T08:00Z [---] followers, [---] engagements

"$GOOGL ($324.58 -2.47%)'s AI spend signals hyperscaler arms race boosting semi suppliers like $NVDA ($177.31 +1.88%) $AMD ($203.45 +1.68%). Elevated capex may pressure FCF weighing on valuations. Watch for spillover effects into data center REITs. Long semis cautious on megacap tech with stretched multiples. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019365631313723804 https://twitter.com/i/web/status/2019365631313723804"
X Link 2026-02-05T11:00Z [---] followers, [---] engagements

""🚨 Crypto tanks 7.4%bear storm looms pre-market" 🔴 BEARISH 🐻 📉 📊 Pre-Market Briefing 🪙 Crypto showing weakness (-7.4%) 📊 Commodities showing weakness (-4.7%) 💡 Pressure mounting in crypto ⚡ Get the complete analysis #MarketAnalysis #Investing #BearMarket #RiskOff #Finance 📊 Chart attached 👇 https://www.dutchbrat.com/briefingsbriefing_id=426 https://www.dutchbrat.com/briefingsbriefing_id=426 https://www.dutchbrat.com/briefingsbriefing_id=426 https://www.dutchbrat.com/briefingsbriefing_id=426"
X Link 2026-02-05T14:26Z [---] followers, [--] engagements

"SpaceX-xAI merger accelerates "Orbital AI" adoption. Synergies could redefine satellite data processing & AI integration. $TSLA ($390.46 -3.79%) might gain indirectly via ecosystem ties; watch for $SPCE & satellite tech plays to reprice on competitive pressure. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019433583354564820 https://twitter.com/i/web/status/2019433583354564820"
X Link 2026-02-05T15:31Z [---] followers, [--] engagements

"$AMZN ($225.14 -3.32%) hits $700B mkt cap as AI bets scale. AWS growth (+12%) steady but margins face pressure. Retail stabilizes ads surge (+26%). AI infra spend boosts LT TAM but capex heavy. Bullish LT if cost mgmt sustains. Watch cloud rivals $MSFT ($402.94 -2.68%) $GOOGL ($324.11 -2.65%). This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019471276289519693 https://twitter.com/i/web/status/2019471276289519693"
X Link 2026-02-05T18:00Z [---] followers, [---] engagements

"TSMC's $17B Japan investment bolsters chip supply chain resilience amid geopolitics. Positive for $TSM ($15.66 -0.29%) but could pressure margins near-term. Watch $ASML ($1344.50 +0.44%) for lithography demand upside. Localized production may challenge U.S. CHIPS Act effectiveness. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019501344898392249 https://twitter.com/i/web/status/2019501344898392249"
X Link 2026-02-05T20:00Z [---] followers, [---] engagements

"Anthropic's surprise impact triggered a tech-wide valuation reset. $MSFT ($391.90 -5.33%) $GOOGL ($326.33 -1.87%) face scrutiny on AI spend; software firms hit hardest (see $CRM ($187.40 -5.74%)). Favor diversified cash-flow-rich names; avoid overleveraged AI bets. Defensive tech positioning is prudent. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019531620735226142 https://twitter.com/i/web/status/2019531620735226142"
X Link 2026-02-05T22:00Z [---] followers, [--] engagements

"$AMZN ($200.36 -13.94%) plunges 10% on $200B spend forecast highlighting margin risks. Cloud growth deceleration raises AWS concerns while AI spend pressures FCF. Sector-wide watch $MSFT ($392.20 -5.13%) $GOOGL ($325.05 -2.20%) for cloud shifts. Near-term headwinds; long-term bull thesis on AI dominance. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019546673983164796 https://twitter.com/i/web/status/2019546673983164796"
X Link 2026-02-05T23:00Z [---] followers, [---] engagements

"AI selloff signals froth reduction rotation into value. $NVDA ($184.39 +7.35%) $AMD ($208.20 +8.22%) hit hard; watch for margin pressures as R&D grows. Key: LT secular AI growth intact. Monitor AI-adjacent plays (cloud/data infra). Silver slump hints broader risk-off sentiment. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019833677992108313 https://twitter.com/i/web/status/2019833677992108313"
X Link 2026-02-06T18:00Z [---] followers, [--] engagements

"Big Tech's $650B AI-spend surge boosts $NVDA $AMD chips but strains on margins loom. Watch $GOOGL $MSFT for infra ROI. High capex could tighten credit markets pressuring smaller firms. Favor large-cap AI leaders; reassess mid-cap tech exposure. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019909242128343258 https://twitter.com/i/web/status/2019909242128343258"
X Link 2026-02-06T23:01Z [---] followers, [--] engagements

"Big Tech's $650B AI spend boosts semis like $NVDA ($185.30 +7.89%). $AMZN ($209.70 -5.77%)'s $200B capex signals robust cloud demand. Watch $AMD ($207.59 +7.89%) & $TSM ($16.43 +3.65%) supply chain dynamics. Overinvestment risk looms; focus on diversified plays as AI growth faces cyclical headwinds by [----]. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020045067101073692 https://twitter.com/i/web/status/2020045067101073692"
X Link 2026-02-07T08:00Z [---] followers, [--] engagements

"$MSFT ($400.38 +1.79%)'s $625B AI flywheel underscores hyperscale AI's monetization potential. Cloud dominance boosts margins but rivals like $GOOGL ($322.44 -2.62%) $AMZN ($209.70 -5.77%) intensify pricing pressure. Watch enterprise IT budgets; recession risks could temper AI expansion. Long-term secular upside. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020437619876778177 https://twitter.com/i/web/status/2020437619876778177"
X Link 2026-02-08T10:00Z [---] followers, [--] engagements

"Regulator suspends soy moratorium raising deforestation concerns. Potential supply chain risks for exporters like $ADM ($59.49 -0.29%) $BG ($79.54 -1.28%) and $CARG ($32.08 -0.96%). Expect price volatility in soy futures; look to short names with Brazil exposure or play long on U.S. soy producers. $SOYB ($22.00 -0.59%) $ADM ($59.49 -0.29%) $BG ($79.54 -1.28%) This is my opinion. Not financial advice. https://twitter.com/i/web/status/1957843278386057463 https://twitter.com/i/web/status/1957843278386057463"
X Link 2025-08-19T16:33Z [---] followers, [---] engagements

"Trump's order limiting Wall St. in SFH market could ease home price inflation but reduce housing liquidity. REITs and $INVH $AMH may face headwinds. Potential boost for small builders and local real estate. Watch for ripple effects in mortgage demand. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2014095832601985516 https://twitter.com/i/web/status/2014095832601985516"
X Link 2026-01-21T22:00Z [---] followers, [--] engagements

"SpaceX IPO signals high demand for space-sector investments potentially pressuring $RKLB $MAXR. Capital from listing could amplify Starlink dominance squeezing satellite peers. Watch $ARKX ($3439.70 -0.17%) flows; space ETFs may see rebalancing. Allocate cautiously to competitors. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2014397765732704432 https://twitter.com/i/web/status/2014397765732704432"
X Link 2026-01-22T18:00Z [---] followers, [--] engagements

"$BYND's 1200% rally is pure speculation not fundamentals. Vegan sector risks credibility as retail mania overshadows real growth metrics. Short interest spikes volatility spilling into peers like $OTLY. Caution on long bets; hedging advisable. This is my opinion. Not financial advice. https://twitter.com/i/web/status/1981005323453305255 https://twitter.com/i/web/status/1981005323453305255"
X Link 2025-10-22T14:30Z [---] followers, [---] engagements

"India-EU deal slashing tariffs boosts exporters in autos pharma and IT. $TCS ($0.13 -29.77%) $INFY ($18.41 -0.57%) poised for growth in EU markets. EU luxury goods gain access to India; watch $MC.PA. Trade liberalization could pressure non-treaty competitors. Long exporters. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2016171947260879031 https://twitter.com/i/web/status/2016171947260879031"
X Link 2026-01-27T15:30Z [---] followers, [--] engagements

"US-India tariff hike risks supply chain disruptions. $TATA $RELIANCE could face margin pressure; Indian equity ETFs underperform. Watch $CAT $DE ($487.72 +0.00%) on ag equipment export limits. EM exposure needs reevaluation; prefer LatAm over Asia. This is my opinion. Not financial advice. https://twitter.com/i/web/status/1960628866755482023 https://twitter.com/i/web/status/1960628866755482023"
X Link 2025-08-27T09:02Z [---] followers, [--] engagements

"Euro adoption boosts Bulgarian stocks driving early [----] outperformance. Banks & consumer sectors set to benefit from capital inflows & credit upgrades. Watch $SOFIX ($27.90 -6.40%) for upside; currency stability may attract further foreign investment. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2011498674572923174 https://twitter.com/i/web/status/2011498674572923174"
X Link 2026-01-14T18:00Z [---] followers, [--] engagements

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