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@JackFarley96 Avatar @JackFarley96 Jack Farley

Jack Farley posts on X about china, $spot, $msci, $smh the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social Influence #

Social category influence finance #5531 stocks #5280 technology brands XXXX% countries XXXX% cryptocurrencies XXXX% currencies XXX% social networks XXX% travel destinations XXX%

Social topic influence china #1306, $spot #934, $msci #8, $smh #16, stocks 1.2%, $tpl #25, $smhx #1, money 0.9%, $spgi #35, $jef #26

Top accounts mentioned or mentioned by @citrini7 @vaneckus @aahanprometheus @maxwiethe @ericpachman @santiagoaufund @a63738464 @bickerinbrattle @julianmi2 @tyillc @wbmosler @ppgmacro @citrini7s @tdarling1 @dampedspring @gloeschi @rcwhalen @will_decotiis @muddywatersre @aalsome1

Top assets mentioned Spotify Technology (SPOT) Msci Inc (MSCI) Spacemesh (SMH) Texas Pacific Land, Corp. (TPL) S&P Global Inc (SPGI) Jefferies Financial Group Inc. (JEF) Teradyne, Inc. (TER) Franco-Nevada Corporation (FNV) Moody's Corporation (MCO) Carvana Co. (CVNA) QMMM Holdings Limited Ordinary Shares (QMMM) Shieldeum (SDM) Credit Suisse Group (CS) Wheaton Precious Metals Corp. Common Stock (WPM) IonQ, Inc. (IONQ) Acuren Corporation (TIC) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Nebius Group N.V. Class A Ordinary Shares (NBIS) MP Materials Corp. (MP) Artificial Intelligence (AI4) SVB Financial Group (SIVBQ) Apple, Inc. (AAPL) Mastercard, Inc. (MA) Alphabet Inc Class A (GOOGL) Decentral Games ICE (ICE) American Express Company (AXP) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) CME Group Inc (CME) Metadium (META) Nasdaq Inc (NDAQ) Booking Holdings Inc (BKNG) Verisk Analytics, Inc. (VRSK) Taiwan Semiconductor (TSM) Deere & Company (DE) Morningstar, Inc. (MORN) Fifth Third Bancorp (FITB) Comerica, Inc. (CMA)

Top Social Posts #

Top posts by engagements in the last XX hours

"A little stale but great primer on BDCs which are trading weak on First Brands private credit bankruptcy From Raymond James"
X Link @JackFarley96 2025-10-10T01:24Z 80.5K followers, 6517 engagements

"The potential credit losses for $JEF Goldman estimates at $XX Million (5.9% equity in Point Bonita which has $XXX loss exposure to First Brands)"
X Link @JackFarley96 2025-10-10T22:36Z 80.5K followers, 23.3K engagements

"Not that I plan on sharing every little portfolio change of mine on here. But since I was so public about my purchase and holding of $TER only makes sense to be public about my trimming of it"
X Link @JackFarley96 2025-09-23T19:58Z 80.4K followers, 4055 engagements

""But the other semiconductor ETFs have these three companies as their top holdings too" maybe but the other semi ETFs have underperformed $SMH (VanEck's original semi ETF) 2/4"
X Link @JackFarley96 2025-10-14T13:50Z 80.5K followers, XXX engagements

"Many are now saying the speculative fervor is approaching bubble levels of 2021. I disagree and here in an image from 2021 is why"
X Link @JackFarley96 2025-10-03T17:33Z 80.5K followers, 402.6K engagements

"Evidence that the data center buildout is just getting started Excellent piece from Citrini"
X Link @JackFarley96 2025-09-29T13:19Z 80.5K followers, 49.1K engagements

"Afraid to say I'm being serious. CVNA isn't AI CapEX. I don't understand Carvana but it seems very overvalued to me I don't know Coreweave business well insider selling a few months after IPO seems fairly regular to me. I don't own CoreWeave or any of the neoclouds. There are data centers being built right now that are half the size of Manhattan I appreciate your reply and your regular listenership 🙏"
X Link @JackFarley96 2025-10-03T01:01Z 80.4K followers, 2357 engagements

"Transparency is always good. Pump and Dump Scams are bad and I'm pleased to see @SECGov crackdown on Chinese stock scams. I'm also pleased that none of my concentrated positions in Chinese small-caps are on Edwin's list 😄"
X Link @JackFarley96 2025-10-01T20:25Z 80.5K followers, 8667 engagements

"the baskets in the piece has some interesting names. I might add $TPL their attributable natural gas production is impressive and it is undermonetized because of a lack of infrastructure (that other companies are building rn). Also $SMH & $SMHX from my sponsor VanEck"
X Link @JackFarley96 2025-09-29T13:25Z 80.5K followers, 4555 engagements

"Indeed a sick move. I just trimmed my position for a third. Took more than my cost basis out"
X Link @JackFarley96 2025-09-23T19:58Z 80.4K followers, 8897 engagements

"OUT NOW - @Brad_Setser on: - Why China's trade surplus is back & bigger than ever - What China is doing with its new reserves - Why U.S. should ask for Yuan (CNY) to strengthen Apple Spotify"
X Link @JackFarley96 2025-10-13T18:01Z 80.5K followers, 70.3K engagements

"Good point from @John_Hempton on Jefferies: while $JEF's tangible credit losses may be capped at $XX Million there could be far greater damage to their reputation & client relationships which though intangible are very important to their long-term success"
X Link @JackFarley96 2025-10-12T22:00Z 80.5K followers, 12.2K engagements

"Wheaton Precious Metals revenue from gold has risen while silver has fallen. Partly because $WPM has prioritized new gold royalties partly because gold:silver ratio has risen note: $WPM is newer position for me I have been in $FNV since spring & $EMX since early summer 7/11"
X Link @JackFarley96 2025-10-05T16:16Z 80.4K followers, XXX engagements

"Video version will be available on Spotify :)"
X Link @JackFarley96 2025-10-13T16:27Z 80.5K followers, 3701 engagements

"For $IONQ they are burning a lot more cash. (I think cash on hand might be higher because of $X Billion issuance they did this summer). 4/7"
X Link @JackFarley96 2025-10-07T18:05Z 80.5K followers, 1032 engagements

"OUT NOW - @maxwiethe & I on: - Fed's independence - Acuren $TIC (@Citrini7's latest pick) - Single stock day: $FTAI $NBIS $FNV and $MSCI Apple Spotify"
X Link @JackFarley96 2025-09-19T14:52Z 80.5K followers, 22K engagements

"OpenAI has announced deals with three of the top holdings of $SMHX 1/4"
X Link @JackFarley96 2025-10-14T13:50Z 80.5K followers, 4153 engagements

"@gordocap18 where did he say this I like $SPGI. And $MSCI"
X Link @JackFarley96 2025-10-01T19:51Z 80.5K followers, 1232 engagements

"AI CapEx Bears beware the data centers are being built and they are wayyyyy bigger than Central Park @Citrini7's latest (we discuss) 5/11"
X Link @JackFarley96 2025-10-05T16:16Z 80.4K followers, XXX engagements

"@Tejanobrown $TPL keeps reporting more and more production in the royalty areas it controls Curious who the expert is. My DMs are open"
X Link @JackFarley96 2025-09-29T23:16Z 80.5K followers, XXX engagements

"@ShaIenden @maxwiethe Not talking about stock market. Credit market"
X Link @JackFarley96 2025-10-12T07:47Z 80.4K followers, XXX engagements

"President Trump: Don't worry about China"
X Link @JackFarley96 2025-10-12T16:57Z 80.5K followers, 300.2K engagements

"My views on Quantum Computing: they are in a speculative bubble and don't make money and likely never will (i.e. @MartinShkreli is right on fundamentals) BUT. are they burning enough cash for a no-brainer short I'm not so sure 1/7"
X Link @JackFarley96 2025-10-07T18:05Z 80.4K followers, 30.7K engagements

"What has actually happened to U.S. imports since Liberation Day. Total volumes haven't changed much but the composition HAS. A lot less from China and more from Southeast Asia. @Brad_Setser explains: Apple Spotify"
X Link @JackFarley96 2025-10-13T18:50Z 80.5K followers, 5912 engagements

"Fwiw I technically don't own $TPL as of now because I sold it for tax loss harvesting purposes this month (bad timing I know). But to be clear I like it a lot"
X Link @JackFarley96 2025-09-29T13:25Z 80.5K followers, 3894 engagements

"Loan market already pulling deals"
X Link @JackFarley96 2025-10-11T02:54Z 80.5K followers, 50.6K engagements

"@SweetLilBabyGee I shorted $IONX today small size. Haven't looked at the puts as I assume they are prohibitively expensive"
X Link @JackFarley96 2025-10-11T02:18Z 80.5K followers, XX engagements

"@VALUBULL28 @maxwiethe Max and I talk about $MP in the episode FYI $MP's biggest product NdPr is NOT banned for export by China"
X Link @JackFarley96 2025-10-11T02:23Z 80.4K followers, XXX engagements

"This interview is sponsored by @vaneck_us. Learn more about $SMH here: And about VanEck's Fabless Semi ETF $SMHX here: 2/3"
X Link @JackFarley96 2025-10-13T18:01Z 80.5K followers, 4431 engagements

"OUT NOW - Panic on Wall Street on spillover from First Brands' $10B+ bankruptcy credit strains in BDCs and Trump's XXX% China tariff wrecks stocks & crypto @maxwiethe & I break it down: Apple Spotify"
X Link @JackFarley96 2025-10-11T13:57Z 80.5K followers, 55.4K engagements

"I compare this to $STRYQ & $FAZE two shorts of mine that did work because they ran out of money very very quickly (on $FAZE I actually lost money but was very right on fundamentals & stock tanked quickly) Starry went bankrupt and FazeClan was taken over for a pittance 5/7"
X Link @JackFarley96 2025-10-07T18:05Z 80.5K followers, XXX engagements

"OUT NOW - how @JulianMI2 sees things: - Trump admin wants Fed to enact financial repression - precious metals have room to run - complacency in equity market is building 1/3"
X Link @JackFarley96 2025-09-28T16:41Z 80.5K followers, 50.6K engagements

"Fair point about $JEF. There could be serious concerns beyond just the credit losses to Jefferies"
X Link @JackFarley96 2025-10-11T02:27Z 80.5K followers, 11.8K engagements

"Patrick @PPGMacro on opaque "pirate credit" market & recent bankruptcies: "there are a lot more First Brands & Tricolors out there than people are willing to admit" Apple Spotify"
X Link @JackFarley96 2025-10-02T17:53Z 80.5K followers, 7513 engagements

"Out now- @Citrini7 on: - are Artificial Intelligence stocks already in a bubble - why he's not selling his AI basket (up XX% this year) - why he shorted $SIVBQ & how he's playing banks now - why he's long oil & thinks gold is headed down Apple"
X Link @JackFarley96 2023-06-07T21:32Z 80.5K followers, 119.8K engagements

"I own and like $ASML (wish I owned more). If there were more dominant companies I'd love to own them. $LVMH is intriguing But to pretend that U.S. stocks and Euro stocks are the same in terms of quality and growth is just cope. For example Zegna I love their products their operating margins are XX% Compare that to $MSCI or $V. No thank you"
X Link @JackFarley96 2025-10-09T13:38Z 80.4K followers, XXX engagements

"Disclosure: VanEck is a sponsor of my media company the Monetary Matters podcast network 4/4"
X Link @JackFarley96 2025-10-14T13:50Z 80.5K followers, 3178 engagements

"@hankparmstrong impossible to know by just looking at investor presentations and even supplements. 10Q/10K and FDIC call report I think a lot of the modification "games" are in CRE and C&I. Not too sure about consumer. I should have Bill back on"
X Link @JackFarley96 2025-10-14T11:30Z 80.5K followers, XXX engagements

"End of Fed's Quantitative Tightening (QT) approaches. Powell: "Our long-stated plan is to stop balance sheet runoff when reserves are somewhat above the level we judge consistent with ample reserve conditions. We may approach that point in coming months""
X Link @JackFarley96 2025-10-14T18:59Z 80.5K followers, 6556 engagements

"Here is $SMHX vs. $SMH vs. $SOXX since $SMHX's inception I wouldn't be too bearish on fab side someone's going to have to actually fab these chips. See my fireside chat w @angusshillingto & @NickFrasse: Apple Spotify 3/4"
X Link @JackFarley96 2025-10-14T13:50Z 80.5K followers, 3538 engagements

"Credit card delinquencies at JPMorgan are DOWN year-over-year yet again (2.20%=2.14% for 30+ day 1.10%=1.07% for XX day) Meanwhile credit/debit spend up XXX% Year-over-year"
X Link @JackFarley96 2025-10-14T11:24Z 80.5K followers, 34K engagements

"@iamtomnash $MA $V $TPL $SPGI $MSCI $AAPL $GOOGL $META $MCO $NDAQ $ICE $BKNG $NVDA $VRSK $TSM $AMZN $HESAY $AXP $DE $CME $MORN"
X Link @JackFarley96 2025-09-19T19:22Z 80.5K followers, 2969 engagements

"Funny meme. @Larryjamieson_ has written pieces on $MCO & $MSCI and since over half of $SPGI's EBITDA is from ratings and indices (Moody's & MSCI's businesses basically) he probably is that guy (and so am I)"
X Link @JackFarley96 2025-10-06T23:49Z 80.5K followers, 13.9K engagements

"Same with Wells by the way Credit Card Delinquencies down year-over-year (2.87%=2.69% for 30+ day 1.43%=1.34% for 90+ day)"
X Link @JackFarley96 2025-10-14T11:33Z 80.5K followers, 55.7K engagements

"On Fifth Third $FITB acquiring Comerica $CMA. it's cool to see a takeover proposal by an investment firm and then to see it actually happen a few months later. Congratulations to @HoldCoAM"
X Link @JackFarley96 2025-10-07T17:32Z 80.5K followers, 7884 engagements

"Here's the chart from Brad: Total volumes haven't changed outside of the fact that there was a huge import surge before Liberation Day in order to get ahead of tariffs. Which has been covered amply by Brad on my program and by many other people"
X Link @JackFarley96 2025-10-13T18:50Z 80.5K followers, 4972 engagements

"The KBW regional banking ETF $KBWB rallied XXXX% today the biggest rally all year. Many are attributing this rally to an update from Western Alliance Bank that its deposits are growing Update from Western Alliance is kind of a nothing-burger 🍔 I have to say. (2/8)"
X Link @JackFarley96 2023-05-17T21:35Z 80.5K followers, 8178 engagements

"Tough day in the markets for me as it was for so many others. Semis & China my two biggest longs got hit hard. I de-risked as matter of necessity. I urge caution to those long crap. I broke everything down (incl First Brands & BDC meltdown) w/ @maxwiethe - airs tomorrow"
X Link @JackFarley96 2025-10-11T01:32Z 80.4K followers, 30.7K engagements