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@Ironheart_Cap Avatar @Ironheart_Cap Ironheart Capital

Ironheart Capital posts on X about ai, $macro, liquidity, bank the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

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Followers: XXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXX% technology brands XXXX% exchanges XXXX% fashion brands XXXX% countries XXXX% automotive brands XXXX%

Social topic influence ai 17.07%, $macro #5, liquidity 9.76%, bank 7.32%, $nvda #2020, chips #834, fed 7.32%, strong 4.88%, nvda #719, at a XXXX%

Top assets mentioned NVIDIA Corp. (NVDA) Lululemon Athletica Inc (LULU) Broadcom, Inc. (AVGO)

Top Social Posts

Top posts by engagements in the last XX hours

"Where Were At Today -QT officially ended on Dec X. -Repo stress disappeared almost instantly. -Funding markets still feel tight. -Banks are hoarding reserves. -Private credit is leaning heavily on bank liquidity. A TOMO facility would basically say: We are not letting another September happen. Thats bullish for markets because liquidity issues = asset crashes. No liquidity issues = risk appetite returns"
X Link 2025-12-10T15:38Z XXX followers, XX engagements

"🚨AUSTRALIAN UNEMPLOYMENT RATE ACTUAL XXX% (FORECAST XXX% PREVIOUS 4.3%) $MACRO"
X Link 2025-12-11T00:32Z XXX followers, XX engagements

"🚨UNIVERSITY MICHIGAN SENTIMENT PRELIM ACTUAL XXXX (FORECAST XX PREVIOUS 51.0) $MACRO"
X Link 2025-12-05T15:02Z XXX followers, XX engagements

"🚨US TRADE BALANCE ACTUAL -52.8B (FORECAST -63.1B PREVIOUS -59.6B) $MACRO"
X Link 2025-12-11T13:32Z XXX followers, XX engagements

"🚨*LULULEMON JUMPS X% AFTER RESULTS; CEO TO STEP DOWN"
X Link 2025-12-11T21:09Z XXX followers, XX engagements

"🚨NVIDIA IS EVALUATING INCREASING PRODUCTION OF H200 AI CHIPS DUE TO STRONG CHINESE DEMAND -SOURCES $NVDA"
X Link 2025-12-12T12:57Z XXX followers, XXX engagements

"🚨CHINESE DEMAND FOR H200 CHIPS IS AHEAD OF NVIDIA'S CURRENT PRODUCTION CAPACITY - SOURCES. $NVDA"
X Link 2025-12-12T12:59Z XXX followers, XX engagements

"Why This Is About AI (Not You) The Feds story is bank liquidity. The reality is credit stress. Private credit has been imploding quietly: Multiple PE-backed housing and hospitality failures Pension funds warning about private credit risk Blue Owl trading at a deep discount to NAV Gated funds and attempted rollups to stop arbitrage Private credit is how big banks fund risky things without touching them directly. And the biggest riskiest thing right now AI infrastructure. Data centers dont build themselves. Theyre financed. And they don't make money"
X Link 2025-12-12T13:22Z XXX followers, XX engagements

"Broadcom: Great Numbers Bad Timing Broadcom didnt blow up. It actually beat earnings raised guidance and said AI revenue should double YoY. So why did the stock drop Margins. AI systems and infrastructure carry lower margins than legacy chips. And in a market thats suddenly thinking about return on capital not just growth that matters. AVGO isnt broken. But its a change in narrative AI isnt a free-money anymore"
X Link 2025-12-12T13:22Z XXX followers, XX engagements

"Oracle: When AI Meets the Balance Sheet Oracle is ground zero. $300B in AI/cloud commitments (OpenAI front and center) $96B in long-term debt Capex exploding toward $50B+ per year Negative free cash flow for multiple years projected CDS spreads at a 3-year high Since leaning into OpenAI Oracle has lost roughly $300B in market cap. The equity market is voting. The bond market is hedging. The CDS market is whispering This could get messy. The old OpenAI halo trade is dead"
X Link 2025-12-12T13:22Z XXX followers, XX engagements

"🚨NASDAQ XXX EXTENDS DROP TO 2%"
X Link 2025-12-12T16:07Z XXX followers, XX engagements

"📈 IHC Morning Brief Welcome to the Algorithmic Pricing Hunger Games. You get micro priced to the maximum you are able to pay by stores. No I'm not making that up. Good morning degenerates saints and anyone whos ever wondered why eggs cost more than your first car. Today were talking about the newest macro trend in America. Not inflation. Not supply chains. Not tariffs. Its AI learning exactly how much you personally can be squeezed for and squeezing. Yes companies quietly built a system to charge each customer the maximum amount theyre willing to pay. Uber. Grocery chains. Instacart."
X Link 2025-12-09T13:49Z XXX followers, XX engagements

"IHC MORNING BRIEF FOMC DAY Happy Wednesday. Today is one of the most important Fed days of the year. We get Powell the rate decision and the all-important Summary of Economic Projections (SOEP) the Feds blueprint for where they think the economy is heading. Markets trade on this stuff. But the bigger story The return of the TOMO facility. Yep the Fed might quietly power up a liquidity backstop that looks a whole lot like QE-Lite. Lets simplify. 🧵"
X Link 2025-12-10T15:38Z XXX followers, XXX engagements

"TOMO The Feds Overnight Fire Hose TOMO = Temporary Open Market Operations. Think of it as the Fed turning the money printer on and off for XX hours at a time. Why use it Banks are tight on liquidity. Private credit is tight on liquidity. After the September wave of bank and firm failures confidence has been shaky. Money markets need a safety valve to avoid overnight funding freezes. TOMO is that valve. The Fed injects cash just for the night banks breathe everyone relaxes and the money is removed in the morning. Its not QE. Its not QT. Its the Fed sticking jumper cables on the banking system"
X Link 2025-12-10T15:38Z XXX followers, XX engagements

"The SOEP What Powell Will Tell Us Today This is the Fed's quarterly vision board for: -GDP -Inflation -Unemployment -Rate cuts -What to expect this afternoon: -A soft landing narrative -Slight bumps to GDP forecasts -Slight revisions upward to core PCE A more realistic path of rate cuts (likely X between 202526) A watchful-but-not-panicked stance on labor markets If Powell hints at TOMO Rocket ships. Because that means the Fed is actively protecting banks while still positioning for cuts"
X Link 2025-12-10T15:38Z XXX followers, XX engagements

"The Consumer: Still Hanging On (Barely) Holiday data so far: -Spending is up XXX% YoY but heavily boosted by buy-now-pay-later. -Credit card delinquencies are creeping up but not spiking. -Travel spending remains strong Americans refuse to stay home. -Retail foot traffic flat e-commerce up. -Lower-income households feeling the squeeze middle-income steady. Jobs: -JOLTS surprised to the upside -Weekly ADP showing 20k net jobs/month -Layoffs not accelerating -Job quits falling people are nervous not desperate Were basically in this weird economy isnt great but its also not falling apart"
X Link 2025-12-10T15:38Z XXX followers, XX engagements

"Where Things Are Likely Going Base case: -Soft landing continues. -Fed cuts begin mid-2026. -Liquidity backstops quietly appear in the background (TOMO). -Risk assets stay supported. Bull case: Fed announces TOMO or hints at it liquidity flood Santa Rally XXX. Tariffs get smacked down. Government prints more. Bear case: Participation rate spikes unemployment rises or credit cracks widen recession probability rises. For now Markets are choosing optimism"
X Link 2025-12-10T15:38Z XXX followers, XX engagements

"🚨MOC IMBALANCE S&P 500: -1434.3 MLN NASDAQ 100: XXXXX MLN DOW 30: -XXXXX MLN MAG 7: XXXXX MLN $MACRO"
X Link 2025-12-10T20:53Z XXX followers, XX engagements

"🚨TRUMP SAYS ANY WARNER BROS DEAL MUST INCLUDE SALE OF CNN"
X Link 2025-12-10T21:02Z XXX followers, XX engagements

"🚨US INITIAL JOBLESS CLAIMS ACTUAL 236K (FORECAST 220K PREVIOUS 191K) $MACRO"
X Link 2025-12-11T13:34Z XXX followers, XX engagements

"🚨$NVDA - RIVIAN DEVELOPS AI CHIP TO REPLACE NVIDIA IN FUTURE VEHICLES"
X Link 2025-12-11T17:10Z XXX followers, XX engagements

"IHC Morning Brief The AI Trade Meets the Credit Wall Good morning. The market is starting to realize something uncomfortable: The AI boom bill is coming due. But more on that later. Lets talk Fed. The Fed Put Is Back (Quietly) The Fed just told us it will buy roughly $40B per month in Treasury bills under the label of reserve management. Goldman points out the quiet part: add $20B/month of MBS reinvestments and this is $60B/month of balance sheet expansion. Call it TOMO. Call it POMO. Doesnt matter. If they buy 2652 week bills this isnt temporary plumbing. Its XXX months of fresh liquidity."
X Link 2025-12-12T13:22Z XXX followers, XX engagements

"🚨TRUMP SAYS LAND STRIKES IN VENEZUELA WILL START HAPPENING"
X Link 2025-12-12T23:14Z XXX followers, XX engagements