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@JackFarley96 Avatar @JackFarley96 Jack Farley

Jack Farley posts on X about ai, $tpl, money, texas pacific land corp the most. They currently have XXXXXX followers and 2007 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social Influence

Social category influence finance stocks technology brands social networks countries

Social topic influence ai, $tpl, money #3299, texas pacific land corp, the world, $hsbc, open ai, commodities, future, just a

Top assets mentioned Texas Pacific Land, Corp. (TPL) HSBC Holdings PLC (HSBC) Blue Owl Capital, Inc. (OWL) NVIDIA Corp. (NVDA) Accenture (ACN) Teradyne, Inc. (TER) BlackRock Inc (BLK)

Top Social Posts

Top posts by engagements in the last XX hours

"Crazy that Texas Pacific Land Corp $TPL has to pay 225+ basis points over risk free rate It's one of the safest businesses in the world with some of the highest margins"
X Link 2025-11-05T17:28Z 82.1K followers, 31.7K engagements

"HSBC forecasts that OpenAI is going to have nearly a half trillion in operating losses until 2030"
X Link 2025-11-26T21:12Z 82.1K followers, 1.2M engagements

"@LukeGromen This interview is brought to you by @TeucriumETFs. Learn more about how agricultural commodities can offer protection and diversification when you need it most:"
X Link 2025-12-10T18:14Z 82.1K followers, 7584 engagements

"@BlueBird_Invest @LukeGromen He's not dooming fwiw he says in the interview " when the reserve currency issuer needs negative real rates for the foreseeable future shorting assets is a very difficult game""
X Link 2025-12-10T18:53Z 82.1K followers, 2812 engagements

"Powell on labor market: payrolls averaging +40000 since April we think overstatement of 60000 so that would be -20000 per month "Labor market is continuing to cool gradually mayyyyyybe just a touch more gradually than we thought.""
X Link 2025-12-10T19:56Z 82.1K followers, 94.5K engagements

"Out now on YouTube - my interview with @LukeGromen featuring many of his charts and tables on AI CapEx risks to the U.S. Treasury market among other topics:"
X Link 2025-12-11T18:14Z 82.1K followers, 24.6K engagements

"It's going to be a bloodbath in Chinese fintech. At least for a while $QFIN volumes down & $QFIN seen as "best in breed" Business model for competitors who may not be in compliance with new regulation to be challenged"
X Link 2025-11-18T23:15Z 82.1K followers, 11.1K engagements

"Most contrarian long right now would be $OWL I think"
X Link 2025-12-02T21:30Z 82.1K followers, 6999 engagements

"OUT NOW - @michaelxpettis on: - why status quo cannot continue (trade rebalancing is inevitable) - the "brutal difficulty" of raising China's consumption - how Europe = "most at risk" from painful adjustment"
X Link 2025-12-01T14:44Z 82.1K followers, 176.7K engagements

""Nobody in the United States decided XX years ago to abandon manufacturing. That decision wasn't made by Americans it was made by countries that decided to expand their share of global manufacturing." Namely: China @michaelxpettis's prediction: 1/2"
X Link 2025-12-02T19:40Z 82.1K followers, 195.9K engagements

"OUT NOW - how @LukeGromen sees things: - AI capital demands could break U.S. Treasury market - The Fed can print money but it can't print electrons - Bitcoin's sell-off is likely not over"
X Link 2025-12-10T17:08Z 82.1K followers, 245.9K engagements

"From FOMC: Fed's Miran dissented for XX bps cut Schmid & Goolsbee dissented for no cut Lowest dot in 2026 XXX% (likely Miran as he told me earlier that the low dots in September dot plot were him)"
X Link 2025-12-10T19:04Z 82.1K followers, 17.5K engagements

"Shorting long-duration Oracle bonds (2052) against Treasurys far better hedge than 5-year CDS. Newsflash Oracle isn't going bankrupt before 2030"
X Link 2025-12-12T16:01Z 82.1K followers, 6513 engagements

"@Aureliusltd28 and $TPL"
X Link 2025-11-23T18:39Z 82.1K followers, XXX engagements

"This episode is brought to you by @vaneck_us. Learn more about The VanEck Rare Earth and Strategic Metals ETF $REMX: 2/3"
X Link 2025-12-01T14:44Z 82.1K followers, 5362 engagements

"Friends don't let friends trade GDP Nowcasts and call it alpha Full interview w/ @AahanPrometheus:"
X Link 2025-12-08T17:31Z 82.1K followers, 14.1K engagements

"@bigsnugga @davidsirota because the XX year yield went up because inflation went up. the MBS/mortgage spread and the mortgage/10yr spread matter but at the end of the day if the 10-year shoots up it's hard for there not to be a mortgage rate shock too"
X Link 2025-12-08T18:10Z 82.1K followers, 2044 engagements

"@davidsirota"
X Link 2025-12-08T20:28Z 82.1K followers, XXX engagements

"@bitcashio for AI nerds yes but what about most people do they really care that they are using a model that hasn't done quite as well on a test as the top model"
X Link 2025-12-10T03:35Z 82.1K followers, 2585 engagements

"@stevehou why isn't everything solar panels and wind then greedy greedy oil companies"
X Link 2025-12-10T17:20Z 82.1K followers, XXX engagements

"Powell just OMITTED this line today. in September he said "it's possible inflationary effects of tariffs could be more persistent." Didn't say it today More dovish 🕊"
X Link 2025-12-10T19:37Z 82.1K followers, 13.1K engagements

"BEAT AND RAISE FROM $NVDA NVIDIA revenue: $XX Billion vs. $55.1B expected Earnings per share: $XXXX vs. $XXXX expected Data center revenue: UP XX% quarter-over-quarter and XX% YoY Outlook: Guiding for $65B in Q4 $3B higher than estimates"
X Link 2025-11-19T21:33Z 82.1K followers, 6538 engagements

"Lyn brought the goods check it out"
X Link 2025-11-20T17:25Z 82.1K followers, 134.6K engagements

"You can see exactly when the analysts realized DOGE was fake (in the white box May 2025) When analysts realized government consulting contracts would do nothing but grow they raised their estimates for Accenture $ACN"
X Link 2025-11-26T21:02Z 82.1K followers, 192.4K engagements

"Fwiw I made X% on my total portfolio on $TER calls this year The Jan XX $XXX calls themselves were up XXX% and then I rolled them into higher strike calls (Jan XX 150s) that are now up 128%"
X Link 2025-12-05T17:33Z 82.1K followers, 21.4K engagements

"Original headline is correct. Blackrock is not involved in owning single family rentals (SFRs) which is what the hullaballoo is all about. They own a lot of mortgage-backed securities (MBS) which on the whole make mortgages cheaper. They also are a big multifamily investor and earn rent for their investors there"
X Link 2025-12-08T17:59Z 82.1K followers, 32.4K engagements

"@Gloeschi if they go into the 60s it's an amazing hedge"
X Link 2025-12-12T19:19Z 82.1K followers, XXX engagements