@KobeissiLetter Avatar @KobeissiLetter The Kobeissi Letter

The US government shutdown is having significant effects, including a record $9 billion in crypto liquidations, air traffic control shortages, and delayed economic data releases. The shutdown is also impacting air travel, with [-----] flights set to be cancelled per day and [-----] employees furloughed. Additionally, [--] million people face interruption of SNAP benefits, with $10 billion in payments at risk.

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Social Influence

Social category influence finance #27 stocks #255 countries #273 technology brands #926 cryptocurrencies #56 currencies #54 exchanges #57 travel destinations #5773 automotive brands 1.87% celebrities 1.87%

Social topic influence breaking #24, gold #1643, market #47, bitcoin #2655, crypto #220, silver #141, this is #1644, history #131, china #188, the first #65

Top accounts mentioned or mentioned by @grok @n2deepdives @foolserrund @jupiterexchange @yarritsblake @stocknotebook @phhofbauer @systemmargin @angeljimenez @sammyhill99 @pkjat340 @waltstreetpro @mp32850564 @itszerof @megormsby @estebanv333 @menoftribe @alwayzrite9 @zakariafathi_ @chanuka4

Top assets mentioned Bitcoin (BTC) Microsoft Corp. (MSFT) Strategy (MSTR) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Metadium (META) Tesla, Inc. (TSLA) Coinbase Global Inc. (COIN) Advanced Micro Devices (AMD) SPDR GOLD ETF (GLD)

Top Social Posts

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

"This is insane: The S&P [---] closed higher today and broke above [----] for the first time in history. Yet a whopping [---] components in the S&P [---] closed RED. This means 80% of S&P [---] companies closed red yet the index still closed GREEN. Big tech is everything"
X Link 2025-10-29T04:57Z 1.4M followers, 357.6K engagements

"BREAKING: President Trump announces China tariff reductions after "amazing" meeting with President Xi including: [--]. Reduced Fentanyl Tariffs to 10% effective immediately [--]. Overall tariffs on China reduced from 57% to 47% [--]. China to "discuss" chip restrictions with Nvidia [--]. "No more obstacles on rare earths" [--]. China and US to collaborate on Ukraine A trade deal appears to be coming next"
X Link 2025-10-30T04:50Z 1.4M followers, 1.8M engagements

"This is absolutely insane: MicroStrategy's market cap is now worth $10 billion LESS than their Bitcoin holdings. MicroStrategy $MSTR is down -12% today and -57% since October 6th. This puts the company's market cap at $45 billion. Meanwhile MicroStrategy holds [------] Bitcoin worth $55 billion. In other words MicroStrategy's market cap is now trading $10 billion BELOW the value of their Bitcoin holdings. Even if you subtract MicroStrategy's current debt pile of $8.2 billion from their current Bitcoin holdings they still hold $46.8 billion worth of Bitcoin on a NET basis. MicroStrategy's NET"
X Link 2025-12-01T16:37Z 1.4M followers, 5.8M engagements

"BREAKING: Amazon announces they are laying off [-----] corporate employees due to rising competition over AI"
X Link 2026-01-28T10:47Z 1.4M followers, 3.3M engagements

"BREAKING: Tether now holds more gold than most central banks. Tether purchased +27 tonnes of gold in Q4 [----] bringing total holdings to a record [---] tonnes now worth $24 billion. This follows +26 tonnes and +24 tonnes acquired in Q3 and Q2. By comparison the Polish central bank the most active buyer among reporting central banks increased its total reserves by +35 tonnes last quarter to [---] tonnes. In [----] Tether's gold buying also surpassed all but the [--] largest gold ETFs. Tether is disrupting the gold market. https://twitter.com/i/web/status/2017604867427283174"
X Link 2026-01-31T14:24Z 1.4M followers, 332.1K engagements

"Market volatility is soaring under the surface: The average S&P [---] stock volatility is now [--] TIMES higher than the volatility of the entire index. The ratio between the average stock and the S&P 500's volatility has more than DOUBLED over the last [--] weeks. Since [----] there have been just [--] occurrences where single stock volatility was as elevated as it is now in December [----] and October [----]. Volatility is rapidly returning. https://twitter.com/i/web/status/2019776447926165664 https://twitter.com/i/web/status/2019776447926165664"
X Link 2026-02-06T14:13Z 1.4M followers, 94.4K engagements

"BREAKING: China has instructed banks to begin selling and limit purchases of US government bonds amid concerns that "US debt may expose banks to sharp swings.""
X Link 2026-02-09T06:38Z 1.4M followers, 1.1M engagements

"This is unusual: [--] minutes before President Trump's tariff announcement yesterday a "whale" took a multi-million dollar SHORT in Bitcoin. [--] hour later crypto saw its largest ever liquidation and this position was liquidated for +$192 MILLION in profit. Did someone know It's official: Crypto just saw its LARGEST liquidation event in history with [---] MILLION traders liquidated. Over $19 BILLION worth of leveraged crypto positions were liquidated in [--] hours [--] TIMES the previous record. Why did this happen Let us explain. (a thread) https://t.co/dHbkfNjrVs It's official: Crypto just saw its"
X Link 2025-10-11T14:54Z 1.4M followers, 2.9M engagements

"This is wild: ALL net wealth in the US stock market since [----] has been generated by just 3.44% of companies. To put this differently 97% of all stocks have barely contributed to long-term shareholder wealth creation. The top 1.88% of companies reflect 90% of total gains. Interestingly just 0.26% of firms have created HALF of all wealth. This highlights the extreme concentration of stock market returns in top-performing companies. Market wealth is heavily skewed toward a very small minority of companies"
X Link 2025-10-28T00:37Z 1.4M followers, 2.5M engagements

"BREAKING: DoorDash stock $DASH collapses over -20% after reporting weaker than expected Q3 [----] earnings"
X Link 2025-11-05T21:50Z 1.4M followers, 6.6M engagements

"Venezuelas stock market since President Maduro was captured:"
X Link 2026-01-10T21:34Z 1.4M followers, 845K engagements

"BREAKING: Nvidia announces a $2 billion investment in CoreWeave. CoreWeave stock $CRWV is up over +10% on the news"
X Link 2026-01-26T13:09Z 1.4M followers, 575.3K engagements

"BREAKING: December PPI inflation comes in at 3.0% above expectations of 2.7%. Core PPI inflation unexpectedly RISES to 3.3% above expectations of 2.9%. Core PPI inflation is now at its highest level since July [----]. PPI inflation is running hotter than expected"
X Link 2026-01-30T13:31Z 1.4M followers, 734K engagements

"BREAKING: Total crypto liquidations officially exceed $5 billion over the last [--] days marking the largest wave of liquidations since October 10th"
X Link 2026-02-02T00:18Z 1.4M followers, 1.4M engagements

"BREAKING: BitMine's $BMNR unrealized ETH losses rise to -$6.6 billion now on track to become the 5th largest documented principal trading loss in history if sold. Unrealized losses are now at 66% of the size of Archegos in [----] the largest loss ever recorded"
X Link 2026-02-02T09:14Z 1.4M followers, 1.3M engagements

"Is the US manufacturing downturn bottoming out ISM Manufacturing PMI jumped +4.7 points in January to [----] its highest since August [----]. This marks the first monthly expansion in [--] months. New orders surged +9.7 points to [----] the highest since February [----] suggesting more resilience ahead. Furthermore the backlog of orders rose +5.8 points to [----] the highest since August [----]. The employment index increased +3.3 points to [----] the highest since January [----] but remained in contraction for the 12th consecutive month. Meanwhile prices paid increased +0.5 points to [----] significantly below"
X Link 2026-02-05T01:58Z 1.4M followers, 89.2K engagements

"US Tech Stocks Since Record Highs: [--]. Strategy $MSTR: -80% [--]. Coinbase $COIN: -66% [--]. Netflix $NFLX: -40% [--]. Palantir $PLTR: -36% [--]. AMD $AMD: -27% [--]. Microsoft $MSFT: -27% [--]. Broadcom $AVGO: -25% [--]. Tesla $TSLA: -20% [--]. Nvidia $NVDA: -18% [--]. Meta $META: -17% Magnificent [--] stocks have now lost nearly -$3 TRILLION of market cap since their recent record highs. Use volatility to acquire high quality names at a discount. Eliminate the noise and this market becomes highly profitable. BREAKING: Crypto markets have now erased -$1 TRILLION in market cap since January 14th. That's -$1 trillion in"
X Link 2026-02-05T17:58Z 1.4M followers, 764K engagements

"Today is one of those days that will be referenced for years to come. At the low crypto gold and silver were down a combined -$2.4 TRILLION worth of market cap today. Are you buying yet BREAKING: Crypto markets have now erased -$1 TRILLION in market cap since January 14th. That's -$1 trillion in market cap in [--] days or -$45 billion per day. There has never been more noise in capital markets than now. Eliminate the noise. https://t.co/p8HFglh0pu BREAKING: Crypto markets have now erased -$1 TRILLION in market cap since January 14th. That's -$1 trillion in market cap in [--] days or -$45 billion"
X Link 2026-02-06T04:42Z 1.4M followers, 352.2K engagements

"It's official: Bitcoin just posted its first ever daily decline of OVER -$10000. Not even the record -$19.5 billion liquidation on October 10th came close to today. It appears that someone "big" was liquidated. BREAKING: Crypto markets have now erased -$1 TRILLION in market cap since January 14th. That's -$1 trillion in market cap in [--] days or -$45 billion per day. There has never been more noise in capital markets than now. Eliminate the noise. https://t.co/p8HFglh0pu BREAKING: Crypto markets have now erased -$1 TRILLION in market cap since January 14th. That's -$1 trillion in market cap in"
X Link 2026-02-06T05:22Z 1.4M followers, 577.5K engagements

"We now have: [--]. US President with a [------] price target on the Dow [--]. New Fed Chair who is "required" to cut interest rates [--]. $2000 stimulus checks back in discussion [--]. US government buying $200 billion in mortgage bonds [--]. New $1.2 trillion funding bill signed into effect [--]. Trump saying USD is "doing great" after -10% drop Own assets or be left behind. https://twitter.com/i/web/status/2020511985729773762 https://twitter.com/i/web/status/2020511985729773762"
X Link 2026-02-08T14:56Z 1.4M followers, 865.4K engagements

"Retail investors are piling into gold and silver funds: The largest physical-backed gold ETF $GLD has attracted +$16 billion in inflows from individual investors over the last year. The largest physical silver-backed ETF $SLV has seen +$4 billion in retail inflows. Over the last [--] months individual investors bought +$9 billion of $GLD or 56% of the total over the last year. For $SLV retail inflows totaled +$3 billion over the same period [--] TIMES more than in the preceding [--] months. Meanwhile in January global gold ETFs posted +$19 billion in inflows the strongest month on record. Retail is"
X Link 2026-02-09T13:28Z 1.4M followers, 171K engagements

"BREAKING: January CPI inflation falls to 2.4% below expectations of 2.5%. Core CPI inflation fell to 2.5% in-line with expectations of 2.5%. Core CPI inflation is now at its lowest level since March [----]. Odds of further interest rate cuts are back on the rise"
X Link 2026-02-13T13:32Z 1.4M followers, 311K engagements

"Big Tech bond issuance is flooding the market: The technology sector represents 11.8% of all private sector debt issuance so far in [----] the highest on record in data going back to [----]. This TRIPLES the percentage seen in [----] and is [---] percentage points above the previous high in [----]. This comes as Big Tech firms rush to raise massive capital to fund AI infrastructure. The most recent bond sales include Alphabet $GOOGL which issued nearly $33 billion across [--] markets this week. In addition the company issued an extremely rare corporate bond that matures [---] years from now. This is the"
X Link 2026-02-14T13:57Z 1.4M followers, 131.7K engagements

"A tech stock short-squeeze is coming: Short interest in the technology sector ETF $XLK is up to a 1.8% the highest in at least [--] years. This percentage has DOUBLED over the last few weeks. Furthermore on Wednesday investors shorted over [--] million Microsoft $MSFT shares representing 0.8% of its free float near the high end of its range over the last [--] years. Salesforce $CRM has [--] million shares sold short or 1.9% of its free float its 100th percentile over the last few years. All while short interest in the software ETF $IGV spiked to 19% last week near the highest on record. Short exposure"
X Link 2026-02-16T13:29Z 1.4M followers, 313.9K engagements

"Most Shorted Stocks by Dollar Amount: [--]. Tesla $TSLA: $16.9 billion [--]. RTX Corp $RTX: $9.1 billion [--]. Exxon Mobil $XOM: $7.5 billion [--]. IBM $IBM: $3.8 billion [--]. Charter Comm. $CHTR: $3.5 billion [--]. Chevron $CVX: $3.5 billion [--]. Airbnb $ABNB: $3.4 billion [--]. Blackstone $BX: $3.4 billion [--]. Applied Materials $AMAT: $2.9 billion [--]. Occidental Petroleum $OXY: $2.8 billion For years now Tesla has held the title of being one of the most heavily shorted stocks. Meanwhile the stock is up nearly 20000% since it went public. Elon Musk leads [--] companies that are now worth a combined $1 trillion+. Why"
X Link 2023-11-26T15:24Z 1.4M followers, 1.7M engagements

"BREAKING: MicroStrategy stock $MSTR is now down -45% from its all time high seen [--] month ago. Over this same time period #Bitcoin is up 1%"
X Link 2024-12-30T15:38Z 1.4M followers, 1.2M engagements

"Something doesn't add up here: MicroStrategy $MSTR has been known as the most popular "levered" #Bitcoin play of the year. Meanwhile over the last month Bitcoin has gained +2% while $MSTR is currently down nearly -50%. What is happening Let us explain. (a thread)"
X Link 2024-12-30T20:35Z 1.4M followers, 1.8M engagements

"WOW. This would be historic: Both Elon Musk and Coinbase's CEO have now proposed putting ALL US spending on blockchain. This means $6.9 TRILLION of US spending PER YEAR would be placed on a decentralized ledger. What does this mean Let us explain. (a thread)"
X Link 2025-02-09T00:05Z 1.4M followers, 3.7M engagements

"WOW. The SEC just said that meme coins are generally NOT considered securities under US federal law. They also said that meme coins have "limited or no use" and do not need to be registered with the SEC. This is a MASSIVE statement by the SEC"
X Link 2025-02-27T21:29Z 1.4M followers, 775.2K engagements

"BREAKING: Gold prices fall to $3050 as a mass capital flight to the sidelines begins accelerates"
X Link 2025-04-04T14:50Z 1.4M followers, 125.4K engagements

"The free fall continues: Today's drop in US stock market futures puts S&P [---] futures down -22% and in bear market territory. The US stock market has now erased an average of $400 billion PER TRADING DAY for 32-straight days. Is it time to BUY stocks yet (a thread)"
X Link 2025-04-06T23:53Z 1.4M followers, 2.6M engagements

"BREAKING: China's stock market officially opens with a -10% drop"
X Link 2025-04-07T01:38Z 1.4M followers, 1.1M engagements

"What just happened At 10:10 AM ET rumors emerged that the White House was considering a "90-day tariff pause." At 10:15 AM ET CNBC reported that Trump is considering a 90-day pause on tariffs for ALL countries except for China. By 10:18 AM ET the S&P [---] had added over +$3 TRILLION in market cap from its low. At 10:25 AM ET reports emerged that the White House was "unaware" of Trump considering a 90-day pause. At 10:26 AM ET CNBC reports that the 90-day tariff pause headlines were incorrect. At 10:34 AM ET the White House officially called the tariff pause headlines "fake news." By 10:40 AM"
X Link 2025-04-07T14:59Z 1.4M followers, 1.8M engagements

"BREAKING: Michael Burry has sold every stock in his portfolio except for a new position in Estee Lauder $EL"
X Link 2025-05-15T20:40Z 1.4M followers, 1.8M engagements

"Japan's bond market is imploding: Japan's 30Y Government Bond Yield has officially surged to its highest level in history at 3.15%. For decades Japan was known for low long-term interest rates. Now they are dealing with high inflation shifting policy outlook and a whopping 260% Debt-to-GDP ratio. On top of this Japan holds $1.1 TRILLION worth of US debt making it the largest foreign holder of US debt. Yesterday Japans Prime Minister Ishiba called the situation worse than Greece. What will Japan do here"
X Link 2025-05-20T12:27Z 1.4M followers, 1.8M engagements

"This is incredible: The difference between Microsoft's 30Y bond yield $MSFT and the US 30Y Treasury yield is just [--] basis points the lowest on record. The extra yield that investors demand to own Microsofts 30Y bond over 30Y US Treasuries is now down [----] bps since [----]. This comes as the 30-year Treasury yield has risen by [---] bps over the last [--] years. Microsoft is now on track to have a lower credit risk than the US by as soon as next year. Meanwhile the 10-year annualized return in 15Y+ Treasuries dropped to -0.6% the lowest in history. Deficit spending is crushing the US bond market"
X Link 2025-05-28T16:01Z 1.4M followers, 128.4K engagements

"BREAKING: President Trump just now: I like Tesla. $TSLA"
X Link 2025-06-12T15:54Z 1.4M followers, 383.8K engagements

"BREAKING: President Trump says for $5 million $DOLLARS the Trump card is coming. Its unclear why $DOLLARS was displayed as a ticker"
X Link 2025-06-12T17:53Z 1.4M followers, 248K engagements

"You cant make this up: On May 23rd President Trump threatened Apple $AAPL and Samsung with a 25% tariff on phones not made in the USA. This was the first Trump tariff in [----] to target individual companies. Today exactly [--] days later the Trump Organization announced Trump Mobile. Trump Mobile will be using phones made in the USA. Truly incredible"
X Link 2025-06-16T12:16Z 1.4M followers, 469.5K engagements

"China is diversifying its currency reserves out of the US Dollar: The share of US Treasury Holdings in total Chinese FX reserves has declined by [--] percentage points since [----] to 22% near the lowest in at least [--] years. Over the same period gold's share has risen [--] percentage points to a record 6.8%. This trend accelerated in [----] and since then gold's share of Chinese reserves has doubled. Over this time China has acquired [---] tonnes of gold. Gold is more desired than ever"
X Link 2025-06-26T16:47Z 1.4M followers, 400.1K engagements

"BREAKING: President Trump issues a statement on his 50% tariff on copper:"
X Link 2025-07-10T00:30Z 1.4M followers, 269.5K engagements

"BREAKING: Meta stock $META surges over +9% after posting stronger than expected Q2 [----] earnings results"
X Link 2025-07-30T20:10Z 1.4M followers, 363.7K engagements

"What just happened Last night news emerged of a "trade deal" that has never happened before. Nvidia and AMD agreed with Trump to provide the US with 15% of REVENUE from chip sales in China to remove export controls. Corporations are panicking. Here's why. (a thread)"
X Link 2025-08-11T09:46Z 1.4M followers, 5.5M engagements

"BREAKING: Grok has been suspended on X for violating the sites rules"
X Link 2025-08-11T19:03Z 1.4M followers, 930.3K engagements

"BREAKING: Lululemon stock $LULU crashes over -13% after reporting weaker than expected earnings. Is consumer spending finally starting to give"
X Link 2025-09-04T20:10Z 1.4M followers, 526K engagements

"BREAKING: President Trump says US companies should no longer be "forced" to report earnings every quarter. Trump says this is "subject to SEC approval.""
X Link 2025-09-15T12:32Z 1.4M followers, 515.6K engagements

"BREAKING: Ether drops below $4000 for the first time since August 8th"
X Link 2025-09-25T10:03Z 1.4M followers, 295.1K engagements

"BREAKING: The White House announces that the US Treasury will be producing $1 coins with President Trump's face"
X Link 2025-10-03T17:52Z 1.4M followers, 5.3M engagements

"BREAKING: Tens of thousands of Robinhood $HOOD users are reportedly unable to access their accounts amid an outage after the $AMD surge"
X Link 2025-10-06T14:09Z 1.4M followers, 1.3M engagements

"Are we in a currency confidence crisis Today gold futures officially hit a RECORD $4000/oz now up +100% in [--] months. The last time gold DOUBLED in under [--] years was in the 1970s after the historic "Nixon Shock." What's happening Let us explain. (a thread)"
X Link 2025-10-07T13:21Z 1.4M followers, 1.1M engagements

"BREAKING: Nvidia $NVDA surges to a record high market cap of $4.75 trillion. The stock has now added +$2.6 TRILLION of market cap since its April 7th low. This is BEYOND insane: AI compute demand is now growing at over [--] TIMES the rate of Moores Law creating a massive shortage. Just to meet current demand $500 billion must be invested in data centers PER YEAR until [----]. What does this mean Let us explain. (a thread) https://t.co/xoN90stiki This is BEYOND insane: AI compute demand is now growing at over [--] TIMES the rate of Moores Law creating a massive shortage. Just to meet current demand"
X Link 2025-10-09T14:14Z 1.4M followers, 518.8K engagements

"Data centers are the new oil: Data center energy consumption has reached a record 5% of total US power demand. By [----] data center energy consumption will exceed 10% of total US power demand. The AI revolution is even bigger than you think. This is BEYOND insane: AI compute demand is now growing at over [--] TIMES the rate of Moores Law creating a massive shortage. Just to meet current demand $500 billion must be invested in data centers PER YEAR until [----]. What does this mean Let us explain. (a thread) https://t.co/xoN90stiki This is BEYOND insane: AI compute demand is now growing at over 2"
X Link 2025-10-09T15:20Z 1.4M followers, 338.4K engagements

"Absolute insanity: Gold has now officially added +$10 TRILLION of market cap in [--] months up a massive +55%. Over the last [--] hours gold has rallied on EVERY headline even as the S&P [---] erased -$2.5 trillion in [--] hours. What's next Let us explain. (a thread)"
X Link 2025-10-13T15:10Z 1.4M followers, 2.1M engagements

"BREAKING: Spot gold prices extend their decline to over -6% on the day now on track for the biggest daily decline since April [----]. The long overdue gold pullback has finally arrived"
X Link 2025-10-21T15:17Z 1.4M followers, 1.6M engagements

"BREAKING: Beyond Meat stock $BYND erases +160% daily gain and turns negative on the day now down -10%. The memestocks rally appears to have come to a tragic end"
X Link 2025-10-22T16:38Z 1.4M followers, 1.1M engagements

"BREAKING: 67.6% of US consumers are now living paycheck to paycheck according to a PYMNTS survey. Theis percentage has risen by +10 points over the last [--] months. This comes as nearly 30% of consumers lost their financial safety net before July [----] and have struggled since. A similar percentage began facing the same situation over the last [--] months. All while 46% of consumers who once had some financial comfort say they have since lost it and feel overwhelmed by their situation. The US wealth divide is hitting historic levels"
X Link 2025-10-24T17:02Z 1.4M followers, 1.6M engagements

"Investors are waking up to some huge news from China: A trade deal is coming. Chinas Vice Minister of Commerce just announced that US and China reached a "consensus" on key trade issues. This INCLUDES export controls tariff suspensions fentanyl-related measures anti-drug cooperation trade expansion and US Section [---] fees. On top of this US Treasury Secretary Bessent says China is "ready" to make a trade deal with the US after [--] days of negotiations. Bessent has added that China wants to make "substantial" US soybean purchases. All while President Trump says he is hoping for a "complete deal""
X Link 2025-10-26T12:34Z 1.4M followers, 642.5K engagements

"BREAKING: Argentina's stock market surges +25% at the open as investors react to President Milei's party winning their midterm election"
X Link 2025-10-27T13:48Z 1.4M followers, 490.6K engagements

"BREAKING: China purchases [------] tons of U.S. soybeans in their first order in months as show of good faith ahead of tomorrow's meeting between President Trump and President Xi"
X Link 2025-10-29T12:01Z 1.4M followers, 640K engagements

"SUMMARY OF FED DECISION (10/29/2025): [--]. Fed cuts rates by [--] bps in 2nd rate cut of [----] [--]. Fed member Miran dissented in favor of a [--] bps cut [--]. Fed member Schmid dissented in favor of no rate cut [--]. Fed says it will STOP shrinking its balance sheet on December 1st [--]. Fed says inflation has moved up and remains "somewhat elevated" [--]. Fed says downside risks to employment have risen The Fed pivot is in full swing"
X Link 2025-10-29T18:03Z 1.4M followers, 537.8K engagements

"BREAKING: OpenAI is laying the groundwork for an IPO valued at up to $1 TRILLION. This would be the 2nd biggest IPO in history only behind Saudi Aramco"
X Link 2025-10-30T14:39Z 1.4M followers, 171.8K engagements

"Travel to Las Vegas is down by [---] million people in [----]. So why is Wynn Resorts up +42% YTD while Caesars is down -39% YTD The blatant reality There are [--] "economies" in the US: Rich versus poor and the gap has never been larger"
X Link 2025-10-31T17:32Z 1.4M followers, 915.1K engagements

"BREAKING: Warren Buffett's Berkshire Hathaway reports a record high cash balance of $381.7 billion. Buffett sold a net -$6.1 billion worth of stock last quarter. For the 5th-straight quarter Berkshire has HALTED stock buybacks"
X Link 2025-11-01T13:49Z 1.4M followers, 1.4M engagements

"Tons of consumer-facing stocks are in or near bear market territory down 20%+ in [----]. AI truly is the lifeline of the global economy"
X Link 2025-11-01T15:03Z 1.4M followers, 470.2K engagements

"BREAKING: US vehicle repossessions have surged to their highest level since 2009"
X Link 2025-11-02T00:07Z 1.4M followers, 580.9K engagements

"The AI construction boom: The Dodge Momentum Index surged +60% YoY in September to the highest on record. This index serves as a leading indicator of non-residential construction tracking projects that typically move from planning to groundbreaking within [---] months. The jump was led by a +75% YoY spike in institutional projects such as healthcare and public buildings and a +53% jump in commercial activity driven by data centers and retail. The index also rose +3% MoM in September extending a powerful uptrend after +5% in August and +21% in July. In other words the surge in AI-driven data"
X Link 2025-11-02T15:51Z 1.4M followers, 111.3K engagements

"BREAKING: Bitcoin extends losses to -4% on the day and hit its lowest level since June 2025"
X Link 2025-11-04T13:21Z 1.4M followers, 684.8K engagements

"BREAKING: Supreme Court justices are "skeptical" that President Trump's tariffs are legal per CNBC. The Supreme Court officially began oral hearings at [--] AM ET on the case of legality around President Trump's tariffs. Trump says today's case is "life or death" for the US"
X Link 2025-11-05T16:11Z 1.4M followers, 1.3M engagements

"Container shipping traffic from China to the US is in freefall: The cargo vessel count from China to the US has dropped to [--] the lowest since February [----]. The number of large cargo ships has declined [---] or -42% over the last [--] weeks. This is well below the average of [--] over the last [--] months. As a result total cargo volumes have HALVED to [------] TEUs where one TEU equals a standard shipping container the lowest since at least January [----]. Combined cargo volumes from all major Asian exporters have also fallen to [------] TEUs the lowest since February [----]. US-China trade is rapidly"
X Link 2025-11-06T20:04Z 1.4M followers, 590K engagements

"BREAKING: Nvidia's $NVDA losses accelerate to -5% on the day now down -16% since Monday's high. That marks a drop of -$800 BILLION since Monday"
X Link 2025-11-07T16:14Z 1.4M followers, 1.7M engagements

"BREAKING: SoftBank announces that its has sold its entire stake in Nvidia $NVDA for $5.8 billion"
X Link 2025-11-11T09:30Z 1.4M followers, 2M engagements

"The Feds balance sheet may soon expand again: The Treasury General Account (TGA) has surpassed $900 billion for the first time since [----]. The TGA is the US governments main checking account at the Federal Reserve used to hold and spend federal funds. It has now risen by +$666 billion since June. As the TGA rises it makes short-term borrowing in the repo market more expensive where banks and institutions lend and borrow overnight using Treasuries as collateral. Repo market activity now runs at $3 trillion daily TRIPLING over the last [--] years as demand for short-term cash rises with tighter"
X Link 2025-11-11T12:25Z 1.4M followers, 177K engagements

"BREAKING: The White House announces that the October jobs report will be released WITHOUT an unemployment rate"
X Link 2025-11-13T14:36Z 1.4M followers, 7M engagements

"BREAKING: Google $GOOGL announces plans to invest $40 billion in [--] new data centers in Texas"
X Link 2025-11-14T21:17Z 1.4M followers, 484.9K engagements

"We are facing a major electricity shortage: The US will need [--] gigawatts of power for data centers between [----] and [----]. Only [--] gigawatts of this demand will be satisfied by data centers already under construction with dedicated power infrastructure. At the same time another [--] gigawatts can be supplied through existing utility grid capacity. This leaves a staggering shortfall of [--] gigawatts or an equivalent to the output of [--] nuclear power plants. [--] gigawatt in data center capacity could cost as much as $50-$60 billion in total CapEx spend according to Nvidia's estimates. Assuming $60"
X Link 2025-11-15T19:46Z 1.4M followers, 551.7K engagements

"What is happening in crypto Over the last [--] days crypto has erased -$1.1 trillion in market cap or -$27 billion PER DAY. Crypto market cap is now 10% BELOW levels seen during the record -$19 billion liquidation on October 10th. This is a structural move. Let us explain"
X Link 2025-11-16T21:37Z 1.4M followers, 3.5M engagements

"BREAKING: Japan's 10Y Government Bond yield surges to its highest level since June [----] on talks of a $110 billion stimulus package"
X Link 2025-11-17T00:48Z 1.4M followers, 1.5M engagements

"Current situation: [--]. The US is preparing $2000 stimulus checks [--]. Japan is preparing a $110 billion stimulus package [--]. China has approved a $1.4 trillion stimulus package [--]. The Fed is officially ending QT on December 1st [--]. The US is issuing$1.9 trillion in treasures per year [--]. Canada is restarting its Quantitative Easing program [--]. Global M2 money supply is at a record $137 trillion [--]. Global rate cuts are at 320+ over the last [--] months In what world is another wave of inflation not on its way"
X Link 2025-11-17T15:00Z 1.4M followers, 5.8M engagements

"BREAKING: The US and Saudi Arabia are set to announce a deal with a "multi-billion dollar" investment in American AI infrastructure via "dozens" of investments. This will be a part of a pledge to invest $600 billion in the US"
X Link 2025-11-18T14:14Z 1.4M followers, 819.8K engagements

"The Japanese Yen is collapsing: Its now down to its weakest level against the US Dollar since January 15th. All as Japanese government bond yields surge to record highs. Stimulus will NOT fix your economic problems"
X Link 2025-11-19T18:33Z 1.4M followers, 1.3M engagements

"The US trade deficit is improving: The US' goods trade deficit narrowed +$18.6 billion or +24% in August to -$59.6 billion one of the largest monthly improvements this year. Imports declined -5% to $340.4 billion the 2nd-lowest since May [----]. This also marks the biggest drop in imports in [--] months. At the same time exports rose slightly to $280.8 billion the highest since April. Since March [----] the goods trade deficit has improved by +$76.8 billion or +56%. Adjusted for inflation the merchandise trade deficit narrowed to -$83.7 billion in August the lowest since the end of [----]. Tariffs are"
X Link 2025-11-22T19:06Z 1.4M followers, 193.9K engagements

"US data center construction plans are soaring: Data center capacity that is built under construction or in planning hit a record [--] gigawatts in [----]. To put this into perspective this much capacity could theoretically power up to [--] MILLION homes. Capacity has more than DOUBLED over the last year and is now [--] times higher than it was in [----]. This comes as planned projects make up [--] gigawatts of the total an all-time high. AI expansion will soon be ALL about energy"
X Link 2025-11-28T23:59Z 1.4M followers, 520.1K engagements

"BREAKING: American shoppers spent a RECORD $11.8 billion online on Black Friday up +9.1% from last year. Adobe Analytics which tracks over [--] trillion US retail site visits expects shoppers to spend $5.5 billion on Saturday and $5.9 billion on Sunday up 3.8% and 5.4%"
X Link 2025-11-29T16:44Z 1.4M followers, 4M engagements

"BREAKING: President Trump says he will be making a big announcement at 2:00 PM ET on Tuesday"
X Link 2025-12-02T02:32Z 1.4M followers, 15.1M engagements

"Recent Layoff Announcements: [--]. US Government: [------] employees [--]. UPS: [-----] employees [--]. Amazon: Up to [-----] employees [--]. Intel: [-----] employees [--]. Nestle: [-----] employees [--]. Verizon: [-----] employees [--]. Accenture: [-----] employees [--]. Ford: [-----] employees [--]. Novo Nordisk: [----] employees [--]. Microsoft: [----] employees [--]. PwC: [----] employees [--]. Salesforce: [----] employees [--]. IBM: [----] employees [--]. American Airlines: [----] employees [--]. Paramount: [----] employees [--]. Target: [----] employees [--]. General Motors: [----] employees [--]. Applied Materials: [----] employees [--]. Kroger: [----] employees 20."
X Link 2025-12-05T14:09Z 1.4M followers, 6.3M engagements

"US small business bankruptcies are surging as if there is a recession: A record [----] small firms have filed for bankruptcy under Subchapter V year-to-date. Subchapter V allows businesses and individuals with under $3 million in debt to reorganize more quickly and cheaply than traditional Chapter [--]. Bankruptcies have risen +83% over the last [--] years. This surge has continued despite the debt limit being reduced from $7.5 million to $3 million last year which made it harder for larger businesses to qualify. The increase has been driven by persistently high borrowing costs cautious consumer"
X Link 2025-12-06T20:43Z 1.4M followers, 185.1K engagements

"BREAKING: President Trump says he is signing a one rule Executive Order on AI this week. You cant expect a company to get [--] approvals every time they want to do something Trump says"
X Link 2025-12-08T13:25Z 1.4M followers, 534.6K engagements

"BREAKING: There is now a 94% chance that the Fed will cut interest rates on Wednesday per Polymarket. The 3rd rate cut of [----] is coming"
X Link 2025-12-08T15:48Z 1.4M followers, 277.5K engagements

"BREAKING: Bitcoin surges above $93000 as over $130 million worth of levered shorts are liquidated in [--] minutes"
X Link 2025-12-09T16:05Z 1.4M followers, 212.8K engagements

"BREAKING: China's DeepSeek is set to announce a new AI model that used Nvidias Blackwell chips which were "smuggled" into the country per The Information. DeepSeek reportedly tapped chips installed in data centers in various countries then dismantled and shipped to China"
X Link 2025-12-10T14:12Z 1.4M followers, 290.9K engagements

"BREAKING: Jupiter one of the largest onchain platforms in the world has hired KKR's Head of Digital Asset Strategy. This comes as the platform has surpassed $1 trillion in annualized volume and looks to make onchain finance mainstream. Wall Street is coming onchain. Please drop a jm for the new President of Jupiter @xxjzhu Xiao-Xiao spent the last [--] years leading Digital Asset Strategy at KKR one of the largest Private Equity firms in the world. He will bring the exact energy skillset and network we need to make Jupiter the default Please drop a jm for the new President of Jupiter @xxjzhu"
X Link 2025-12-10T18:03Z 1.4M followers, 178.2K engagements

"BREAKING: The Fed says it will begin purchasing US Treasury Bills on December 12th and will purchase $40 billion worth of Treasury Bills in [--] days"
X Link 2025-12-10T19:02Z 1.4M followers, 784K engagements

"SpaceX is about to be the most incredible IPO of all time. THREE times the current valuation of OpenAI. [----] is going to be a huge year"
X Link 2025-12-11T23:35Z 1.4M followers, 246.7K engagements

"BREAKING: US oil prices fall to $55/barrel now at their lowest level since February [----]. President Trump continues to call for gas prices to fall to $2/gallon"
X Link 2025-12-16T15:31Z 1.4M followers, 3.2M engagements

"BREAKING: President Trump says he will be giving an address to the nation tomorrow night at [--] PM EST"
X Link 2025-12-16T18:27Z 1.4M followers, 499.1K engagements

"BREAKING: November CPI inflation unexpectedly FALLS to 2.7% below expectations of 3.1%. Core CPI inflation FALLS to 2.6% below expectations of 3.0%. This marks the biggest drop in US inflation since March [----]. Inflation was WELL below expectations in November"
X Link 2025-12-18T13:32Z 1.4M followers, 729.7K engagements

"BREAKING: Silver surges above $67/oz for the first time in history now up +133% this year"
X Link 2025-12-19T17:23Z 1.4M followers, 815.9K engagements

"The US consumer sentiment divide is widening: Sentiment among consumers earning less than $50000 has fallen steadily over the past year to near the lowest level since early [----]. Among those earning $50000$100000 sentiment has also declined though by a smaller margin to the lowest since early [----]. Meanwhile consumers earning over $100000 have maintained a much higher optimism during this period. As a result the sentiment gap between the lowest and highest earners has widened to the largest in at least [--] years. Lower-income consumers are under serious pressure."
X Link 2025-12-19T18:17Z 1.4M followers, 86.3K engagements

"BREAKING: In a massive ruling the Supreme Court of Delaware rules that Elon Musk's $56 billion [----] pay package must be reinstated"
X Link 2025-12-19T21:29Z 1.4M followers, 1.1M engagements

"The global working age population is shrinking: The percentage of people aged [--] to [--] in the world population is down [---] points since [----] to 55%. Over this period the sharpest decline was recorded in China at [---] percentage points to 44%. In the US the working age population proportion fell [---] percentage points to 54%. On the other hand the European Union saw a +2 percentage point increase to 57%. Overall the number of countries where the working age population is shrinking is up by +48 since [----] to [--]. That number is estimated to increase to [--] by [----]. Demographics are set to be a"
X Link 2025-12-24T14:11Z 1.4M followers, 96.8K engagements

"BREAKING: Silver extends gains to a record $72/oz officially surpassing Apple as the 3rd most valuable asset in the world"
X Link 2025-12-24T14:19Z 1.4M followers, 260.3K engagements

"ELON MUSK: "This is not good. Silver is needed in many industrial processes." Will silver soon enter the trade war BREAKING: China will be imposing export restrictions on silver beginning in [--] days on January 1st. These restrictions will require special government licenses for silver exports. Shanghai silver prices are now up to $85/oz a $5 premium to spot prices in the US. https://t.co/Dw2R3ytaAv BREAKING: China will be imposing export restrictions on silver beginning in [--] days on January 1st. These restrictions will require special government licenses for silver exports. Shanghai silver"
X Link 2025-12-27T16:30Z 1.4M followers, 466.2K engagements

"Absolute insanity in silver right now: At 6:20 PM ET just [--] minutes after futures opened silver prices surged to a record high of $83.75 up +6%. By 7:30 PM ET silver prices fell to a low of $75.15 erasing -10% of its value in [--] minutes. Buckle up for a crazy week"
X Link 2025-12-29T01:35Z 1.4M followers, 2.1M engagements

"BREAKING: MicroStrategy stock $MSTR falls toward a new 52-week low now on track to end [----] down -48%"
X Link 2025-12-31T15:00Z 1.4M followers, 730.4K engagements

"BREAKING: The Feds balance sheet surged +$24.4 billion in the week ending December 24th posting the biggest jump since the March [----] Banking Crisis. This marks the 3rd-consecutive weekly increase for a total of +$45.5 billion. As a result the Feds total assets are up to $6.58 trillion the highest since the end of October. The Fed is projected to buy $35-$55 billion in Treasury bills each month in [----]. That would make $550 billion in total purchases this year bringing the Feds balance sheet back above $7.0 trillion the highest since October [----]. The Federal Reserves balance sheet is"
X Link 2026-01-02T17:05Z 1.4M followers, 357K engagements

"BREAKING: Bitcoin surges above $91000 as over $60 million worth of levered shorts are liquidated in [--] hour. Bitcoin is now up +$3000 since the lows seen after the US began strikes on Venezuela last night"
X Link 2026-01-04T00:11Z 1.4M followers, 501.2K engagements

"The geopolitical advantage of Venezuela: As we outline below Venezuela holds BILLIONS of barrels of heavy crude oil. Who else holds large amounts of heavy crude oil Russia. Who is the largest IMPORTER of Venezuelan crude oil China. In fact 5% of China's annual crude oil imports are sourced from Venezuela. And who has some of the largest HEAVY crude oil refineries in the world The US. It is no coincidence that President Trump said "China is going to get oil" during his press conference yesterday. The US controlling Venezuela provides strategic geopolitical leverage over both China and Russia."
X Link 2026-01-04T16:47Z 1.4M followers, 265.6K engagements

"PRESIDENT TRUMP NOW: "We need Greenland for national security.""
X Link 2026-01-04T18:56Z 1.4M followers, 2M engagements

"Was Palantir involved Palantir stock $PLTR is up nearly +5% in overnight trading in its initial reaction to this weekend's events in Venezuela. The market is buying Palantir after a "seamless" US mission to capture Maduro. Markets think Palantir was heavily involved"
X Link 2026-01-05T02:14Z 1.4M followers, 378.1K engagements

"BREAKING: Gold futures surge above $4500/oz now up +$220 since the low seen last week. Gold is now less than 2% away from a new record high"
X Link 2026-01-06T14:56Z 1.4M followers, 142.4K engagements

"BREAKING: Silver extends gains above $80/oz already up another +13% year-to-date"
X Link 2026-01-06T15:28Z 1.4M followers, 430.5K engagements

"BREAKING: Lockheed Martin stock $LMT falls sharply as President Trump bans dividends and stock buybacks on defense companies "until problems are rectified.""
X Link 2026-01-07T19:17Z 1.4M followers, 1.3M engagements

"@haveAcIue Interesting observation. This is unusual: At 9:30 AM ET today when the US market opened Blackstone's stock $BX began trading lower. This came even as the S&P [---] hit a new all time high at the open. By 10:35 AM ET Blackstone's stock was down -4% without any material news. At 12:45 PM ET https://t.co/o8FlbJLQ7f This is unusual: At 9:30 AM ET today when the US market opened Blackstone's stock $BX began trading lower. This came even as the S&P [---] hit a new all time high at the open. By 10:35 AM ET Blackstone's stock was down -4% without any material news. At 12:45 PM ET"
X Link 2026-01-07T21:17Z 1.4M followers, 32K engagements

"The US ETF industry recorded a historic year: US-listed ETF inflows surged +$400 billion YoY in [----] to +$1.5 trillion an all-time high. This marks the 3rd-consecutive annual increase of at least +$200 billion. Investors poured more capital in ETFs in [----] than in [----] and [----] COMBINED. As a result the US ETF industry added over $3 trillion in market value in [----] posting its largest nominal annual gain in history. This brings its assets under management to a record $13.4 trillion. The ETF boom shows no signs of slowing. https://twitter.com/i/web/status/2009271661879517564"
X Link 2026-01-08T14:31Z 1.4M followers, 66.9K engagements

"US dominance in global LNG exports is growing: US LNG exports surged +25% in [----] to a record [---] million tons. This makes the US the first country in history to export more than [---] million tons of LNG in a single year. December exports alone hit an all-time high of [----] million tons marking the 5th monthly record of [----]. The US now represents 25% of global LNG exports nearly [--] million tons more than the next largest exporters Qatar and Australia. With new projects ramping up US LNG exports could rise by another [--] million tons in [----]. The shale revolution is redefining global energy"
X Link 2026-01-08T18:10Z 1.4M followers, 104.7K engagements

"PRESIDENT TRUMP: Cuba is in trouble and hanging by a thread"
X Link 2026-01-08T18:55Z 1.4M followers, 97.2K engagements

"The US trade deficit continues to improve at a historic pace: The US goods and services trade gap narrowed +$18.79 billion or +39% in October to $29.4 billion the smallest since [----]. Since the March peak the US trade deficit has narrowed by +$107.02 billion or +78%. This comes as imports fell -3.2% MoM to $331.37 billion the lowest since January [----]. At the same time exports rose +2.6% MoM to $302 billion the highest value on record. The merchandise trade deficit adjusted for inflation narrowed to $63.0 billion in October the smallest since February [----]. The US trade deficit is rapidly"
X Link 2026-01-09T22:50Z 1.4M followers, 237.1K engagements

"BREAKING: President Trump announces he is capping credit card interest rates at 10% for one year effective January 20th"
X Link 2026-01-10T01:14Z 1.4M followers, 70.5K engagements

"Is the US economy booming The most recent Atlanta Fed estimate for real US GDP quarterly growth in Q4 [----] is now +5.1%. This is up from the 2.7% forecast seen just last week and far above the 0.9% consensus expectation among economists. If this materializes it would mark the strongest quarterly growth in [--] years when the US economy grew 7.0% in Q4 [----]. The surge is likely driven by a narrowing trade deficit. In October imports fell -3.2% MoM to the lowest since January [----] while exports rose +2.6% MoM to the highest on record boosting GDP. However the import drop came from volatile"
X Link 2026-01-11T19:41Z 1.4M followers, 125.7K engagements

"PRESIDENT TRUMP: When the market goes up the Fed should lower interest rates. Fed Chair Powell kills every rally Trump adds. You do not own enough assets"
X Link 2026-01-13T19:29Z 1.4M followers, 1.6M engagements

"AI-driven borrowing is pushing investors to seek more downside protection: The weekly trading volume in credit default swaps (CDS) tied to major tech companies rose to $8 billion in December [----] the highest on record. Volumes have more than DOUBLED since August. By comparison volumes were steady at $3 billion for the first half of [----]. This comes as tech companies raised a combined $88 billion in debt last fall to fund AI infrastructure projects led by Meta $META Amazon $AMZN Alphabet $GOOGL and Oracle $ORCL. Meanwhile investment-grade companies are projected to raise a massive $1.5"
X Link 2026-01-13T20:26Z 1.4M followers, 84.4K engagements

"BREAKING: The US Supreme Court decides to NOT issue a highly anticipated ruling on the legality of President Trump's tariffs today. This marks the second-straight time the ruling was not released as expected"
X Link 2026-01-14T15:14Z 1.4M followers, 1.6M engagements

"Hedge funds are extremely bullish on semiconductor stocks: Semiconductor and semiconductor equipment stocks now reflect 7.5% of total global hedge fund market exposure the highest on record. This metric has DOUBLED since [----] driven by surging prices of the sectors stocks and increasingly aggressive positioning. Meanwhile net exposure which measures positioning after accounting for hedges is up to 10.5% also an all-time high. Net exposure has risen +900% since [----] Hedge funds are heavily exposed to chip stocks. https://twitter.com/i/web/status/2011494013518463069"
X Link 2026-01-14T17:41Z 1.4M followers, 124K engagements

"BREAKING: President Trump announces a 25% tariff on semiconductor chips that are imported to the US but not used domestically"
X Link 2026-01-14T20:08Z 1.4M followers, 584.2K engagements

"Institutional investors are betting against market volatility: Net $VIX futures positioning among asset managers is down to -$36.6 million the lowest since August [----]. Excluding July and August [----] this marks the lowest reading in at least [--] years. Positioning shifted from net long +$20.0 million to net short over the last [--] weeks marking a sharp reversal. Such extreme short positioning often leaves markets vulnerable to sharp volatility spikes if sentiment deteriorates. A similar setup occurred in July-August [----] when a sudden shift in risk appetite drove a nearly -10% market pullback. Is"
X Link 2026-01-15T00:49Z 1.4M followers, 121.4K engagements

"Shocking stat of the day: The top 10% of US earners now reflect a record 49% of all consumer spending. This percentage has risen +13 points over the last [--] years marking a dramatic shift in spending power. At the same time the bottom 80% of earners represent just 37% of total consumer expenditures down [---] percentage points since [----]. This means the top 10% account for a record 33% of US GDP as personal consumer expenditures account for 68% of total economic output. Meanwhile the bottom 80% account for just 25% of the US economy. Asset owners are the only winners in this economy."
X Link 2026-01-15T23:06Z 1.4M followers, 599.9K engagements

"US corporate bond downgrades are surging at an alarming pace: $55 billion of corporate bonds were downgraded from investment-grade to junk status in [----] the highest since [----]. At the same time only $10 billion of upgrades to investment-grade were recorded the lowest in at least [--] years. This means downgrade volumes were [---] times higher than upgrades compared to [---] times in [----]. By comparison in [----] there were only $4 billion in downgrades and $22 billion in upgrades meaning upgrades outpaced downgrades by [---] times. Meanwhile $63 billion of bonds are now on the brink of junk status up"
X Link 2026-01-16T13:48Z 1.4M followers, 151.8K engagements

"If Elon Musk paid a 50% premium to Ryanair shareholders he could buy the entire company for $53 billion. This would be just 7% of his total net worth. It's time for X to launch an airline XAir. @elonmusk BREAKING: Elon Musk considers buying airline Ryanair and putting someone whose actual name is Ryan in charge after the company taunts him over X being down. https://t.co/mb0OMvXtV6 BREAKING: Elon Musk considers buying airline Ryanair and putting someone whose actual name is Ryan in charge after the company taunts him over X being down. https://t.co/mb0OMvXtV6"
X Link 2026-01-17T04:58Z 1.4M followers, 743.1K engagements

"BREAKING: Elon Musk is seeking up to $134 BILLION in damages from OpenAI in a newly filed lawsuit. Musks legal team argues that his early funding and involvement materially contributed to OpenAIs rise which is now valued at $500+ billion. The lawsuit says OpenAI has become a for-profit company entitling Musk to compensation tied to the value created from his early contributions. Musk helped found OpenAI in [----] and donated approximately $38 million in early funding. When asked about the lawsuit Elon Musk responded: Ive lost a few battles over the years but Ive never lost a war. Buckle up for"
X Link 2026-01-17T14:31Z 1.4M followers, 1.4M engagements

"Be ready to capitalize on a massive market swing this week: The last time the trade war broke out was on October 10th when President Trump threatened a 100% tariff on China. Just [--] days later the S&P [---] added back +$3 TRILLION in market cap. Want to capitalize on it Our "tariff playbook" is back and outlined below. https://t.co/smgK72PeXk https://t.co/smgK72PeXk"
X Link 2026-01-17T20:41Z 1.4M followers, 1.1M engagements

"The next [--] hours are critical: With the EU's "emergency meeting" scheduled for tomorrow we are now on step #4 of our tariff playbook We expect the EU to take an aggressive but open approach. They will threaten to cancel the EU-US trade deal while encouraging President Trump to negotiate. This is exactly the position President Trump aims to achieve. Typically US futures would open on Sunday at [--] PM ET but this is delayed by [--] hours due to the market closure on Monday. This will lead to step #5 and #6 of our tariff playbook below: markets open lower and President Trump plays "hardball.""
X Link 2026-01-18T02:38Z 1.4M followers, 111.1K engagements

"BREAKING: US Treasury Secretary Bessent says the US must take Greenland because Europe is too weak to ensure its own security"
X Link 2026-01-18T15:43Z 1.4M followers, 758.1K engagements

"BREAKING: The average price of ground beef in the US is now up to a record $6.67 per pound. Prices have surged +72% since January [----] when they stood at $3.88 per pound. Over the same period chicken breast prices have risen +36%. Furthermore coffee prices have surged +52% since January [----]. All while the "other food" category which includes sugar sweets fats oils snacks and prepared meals has soared +31% over the same period. Food inflation remains far too high"
X Link 2026-01-18T18:20Z 1.4M followers, 858.9K engagements

"Chinas credit crisis is worsening: New bank loans in China dropped [-----] trillion yuan in [----] or -10% to [-----] trillion yuan the lowest since [----]. This marks their 2nd consecutive annual decline. China has been in an extended credit slowdown since early [----] with the economy trapped in a deflationary spiral. Weakness has been driven by sluggish demand from borrowers as weak consumer confidence and declining business investment have eroded appetite for new debt. China's [----] moment is now. https://twitter.com/i/web/status/2012986351063564558"
X Link 2026-01-18T20:32Z 1.4M followers, 309K engagements

"BREAKING: Bitcoin falls -$2000 in minutes as markets react to the US-EU trade war returning"
X Link 2026-01-19T00:02Z 1.4M followers, 720.7K engagements

"BREAKING: Bitcoin falls nearly -$4000 as $500 million worth of levered longs are liquidated in [--] minutes"
X Link 2026-01-19T00:16Z 1.4M followers, 946.7K engagements

"PRESIDENT TRUMP: Building a New York Stock Exchange in Dallas is an unbelievably bad thing for New York"
X Link 2026-01-19T04:20Z 1.4M followers, 776K engagements

"BREAKING: China's first response to President Trump's demand for the US to acquire Greenland: "We urge the United States to stop using the so-called China threat as a pretext to pursue selfish interests.""
X Link 2026-01-19T14:28Z 1.4M followers, 775.1K engagements

"Last week we posted the below analysis for our premium members. We continued buying the dip in $NATGAS and called for $3.70. Longs are now up nearly +15% on this move in a massive turnaround Subscribe below to access our premium analysis: http://thekobeissiletter.com/subscribe http://thekobeissiletter.com/subscribe"
X Link 2026-01-19T15:08Z 1.4M followers, 77.8K engagements

"BREAKING: Silver prices surge to a record high of $94.68/oz as US-EU trade tensions escalate up +33% YTD. Silver has already hit [--] record highs in [----]. We are only [--] days in"
X Link 2026-01-19T19:55Z 1.4M followers, 404.3K engagements

"BREAKING: President Trump says he had a "very good phone call" with the Secretary General of NATO regarding Greenland and he has agreed to a meeting with "various parties" in Switzerland. President Trump is preparing for step #8 of our tariff playbook with perfect timing. https://t.co/smgK72PeXk https://t.co/smgK72PeXk"
X Link 2026-01-20T05:40Z 1.4M followers, 2.6M engagements

"BREAKING: Danish pension fund AkademikerPension announces they will sell all US Treasuries by month-end citing "rising credit risk" under President Trump. The fund's CIO says US finances are no longer "sustainable" due to weak fiscal discipline a softer Dollar and Trumps push for Greenland. https://twitter.com/i/web/status/2013609922974421502 https://twitter.com/i/web/status/2013609922974421502"
X Link 2026-01-20T13:49Z 1.4M followers, 2.2M engagements

"BREAKING: Natural gas prices surge +28% as an "Arctic airmass" approaches the US now on track for the 3rd largest daily gain in history. Temperatures will be up to [--] degrees Fahrenheit below average in the Northeast and Midwest US"
X Link 2026-01-20T14:22Z 1.4M followers, 259K engagements

"Danish Member of European Parliament to Trump: "Let me put this in words you might understand: Mr. President f*** off.""
X Link 2026-01-20T14:43Z 1.4M followers, 659.9K engagements

"BREAKING: The US Supreme Court decides to NOT issue a highly anticipated ruling on the legality of President Trump's tariffs today. This marks the third-straight time the ruling was not released as expected"
X Link 2026-01-20T15:11Z 1.4M followers, 1.3M engagements

"BREAKING: The S&P [---] falls over -2% in its worst day since October [----] erasing -$1.2 trillion of market cap"
X Link 2026-01-20T21:06Z 1.4M followers, 245.3K engagements

"BREAKING: Bitcoin falls -$2000 in minutes as $360 million worth of levered longs are liquidated over the last [--] minutes. Bitcoin is back below $87000 now down -9% in [--] hours"
X Link 2026-01-20T22:48Z 1.4M followers, 279.6K engagements

"BREAKING: Gold futures surge above $4800/oz for the first time in history. At this rate well see $5000 by Friday"
X Link 2026-01-21T01:16Z 1.4M followers, 301.9K engagements

"Japanese government bond demand is crashing: Japanese insurers sold -$5.2 billion of bonds with maturities of 10+ years in December the largest monthly sale since data began in [----]. This marks the 5th consecutive monthly sale the longest streak on record. Over this period insurers sold a net -$8.7 billion of long-term bonds. Meanwhile on Tuesday Japan's 20-year government bond auction demand fell significantly below its 12-month average. The bid-to-cover ratio dropped to [----] down from [---] at the last auction and below the 12-month average of [----]. This indicates weaker demand relative to"
X Link 2026-01-21T04:05Z 1.4M followers, 305.7K engagements

"BREAKING: US Pending Home Sales unexpectedly fall -9.3% month-over-month far worse than the -0.3% expected decline. This marks the largest decline since the pandemic in 2020"
X Link 2026-01-21T15:02Z 1.4M followers, 737K engagements

"BREAKING: The US Supreme Court appears likely to deny President Trump's request to immediately fire Fed Governor Lisa Cook"
X Link 2026-01-21T16:53Z 1.4M followers, 137.5K engagements

"EU holdings of US assets are massive: EU investors now hold a record $10 TRILLION worth of US assets according to Treasury data. US equities represent the largest portion at $6 trillion or 58% of total EU holdings. At the same time EU holdings of US Treasuries stand at $2 trillion or 19% of the total. Expanding beyond the EU all European countries including the UK Norway and Switzerland reflect 40% of all foreign Treasury holdings. EU investors also own $2 trillion in US corporate and other bonds and $225 billion in agency bonds. Europes financial exposure to the US has never been larger."
X Link 2026-01-21T18:41Z 1.4M followers, 187.3K engagements

"BREAKING: The S&P [---] surges over +1% after President Trump cancels 10% tariffs on the EU. Just like that step #8 of our tariff playbook has arrived. https://t.co/smgK72PeXk https://t.co/smgK72PeXk"
X Link 2026-01-21T19:34Z 1.4M followers, 1.4M engagements

"BREAKING: Initial details on the Trump-Greenland deal have emerged: [--]. Involves "small pockets of land" for the US [--]. US involved in Greenland's mineral rights [--]. Duration of the deal has an "indefinite" timeframe [--]. Designed to block Russian influence in Greenland [--]. US "Golden Dome" system will be involved [--]. Opens door to US-backed infrastructure investment Trump is looking to secure land minerals and defense in one deal. https://twitter.com/i/web/status/2014089644288196691 https://twitter.com/i/web/status/2014089644288196691"
X Link 2026-01-21T21:36Z 1.4M followers, 3.3M engagements

"BREAKING: Ondo Finance launches 200+ tokenized stocks ETFs bonds and commodities on Solana as the push toward tokenization accelerates. This includes stocks like Nvidia Amazon Walmart and Meta. As a result the number of tokenized assets on Solana just increased by +400%. These assets were launched via @JupiterExchange the largest onchain platform in the world with NYSE-backed liquidity. The announcement comes just [--] hours after the NYSE said it would launch 24/7 US stock trading through a new onchain tokenized exchange. Wall Street is moving onchain."
X Link 2026-01-21T22:29Z 1.4M followers, 254.4K engagements

"BREAKING: The US government sold $654 billion in Treasuries last week across [--] auctions. $500 billion were T-Bills with maturities from [--] to [--] weeks mostly replacing maturing debt. Furthermore $154 billion in notes and bonds were issued including $50 billion in 10-year notes. Since [----] T-Bills outstanding have now surged $4 trillion or +160%. As a % of marketable Treasury securities T-Bills now reflect 22% near the highest since [----]. By comparison T-Bills peaked at 34% in the [----] Financial Crisis. US government borrowing is out of control."
X Link 2026-01-22T01:34Z 1.4M followers, 202.5K engagements

"BREAKING: Natural gas prices extend gains to +75% in [--] days as an arctic blast spreads across the US. This marks the largest 3-day gain in history"
X Link 2026-01-22T05:48Z 1.4M followers, 492.9K engagements

"BREAKING: US GDP grows by +4.4% in Q3 [----] above expectations and the highest growth rate in [--] years"
X Link 2026-01-22T13:34Z 1.4M followers, 723.4K engagements

"BREAKING: SpaceX is set to hire Bank of America Goldman Sachs JPMorgan and Morgan Stanley to lead its IPO in [----] per FT. The IPO is expected to be valued as much as $1.5 trillion making it the largest IPO in history"
X Link 2026-01-22T16:26Z 1.4M followers, 1.2M engagements

"BREAKING: Gold prices officially rise above $4900/oz for the first time in history. Our long-time $5000 target is now just 2% away. What a run"
X Link 2026-01-22T17:49Z 1.4M followers, 819.2K engagements

"BREAKING: The Cass Freight Index dropped -7.5% YoY in December to [----] nearly matching the [----] pandemic lows. This index tracks North American freight shipments and is one of the most important indicators of US shipping activity. This marks the 35th consecutive monthly decline the longest streak on record. Over this period shipments have dropped -22% with the index falling -5.5% in [----] -4.1% in [----] and -6.1% in [----]. Retailers are reducing inventories ordering and stocking fewer goods and freight capacity remains too high. By comparison during the [----] Financial Crisis the index fell for"
X Link 2026-01-22T19:28Z 1.4M followers, 141.8K engagements

"BREAKING: Foreign holdings of US Treasuries jumped +$112.8 billion in November to a record $9.4 trillion. However China's stockpile the 3rd-largest holder dropped -$6.1 billion to $682.6 billion the lowest since [----]. Belgium's holdings which include Chinese custodial accounts surged +$12.6 billion to a record $481.0 billion. Japan the largest foreign holder of Treasuries saw a +$2.6 billion increase to $1.2 trillion the highest since July [----]. The UK the 2nd-largest owner posted a +$10.6 billion increase to $888.5 billion the 2nd-highest on record. Canadian holdings rose +$53.1 billion to"
X Link 2026-01-22T22:19Z 1.4M followers, 294.1K engagements

"PRESIDENT TRUMP: Record numbers all over the place. Should I try for a fourth term"
X Link 2026-01-22T22:27Z 1.4M followers, 611.7K engagements

"BREAKING: The US Treasury budget deficit surged +67% YoY in December to $145 billion. However for the first [--] months of FY2026 the deficit fell -15% YoY to $602 billion the lowest start to a fiscal year since [----]. This comes as government revenue rose +13% YoY to a record $1.23 trillion. This was boosted by tariff revenue which surged +333% YoY to $90 billion. At the same time government expenditures increased +2% YoY to a record $1.83 trillion with interest costs jumping +15% YoY to $355 billion. Health and Human Services Social Security and debt interest combined totaled $1.27 trillion"
X Link 2026-01-23T13:32Z 1.4M followers, 175.6K engagements

"Retail investors are piling into gold and silver funds at an accelerating pace: Individual investors posted a +$95 million net inflow in the largest gold ETF $GLD on Tuesday the largest since October [----]. By comparison the largest daily inflows in [----] were in October and April at $150 million. Retail investors have net bought $GLD for almost every single day in [----]. As a result retail net inflows are up to $370 million YTD. Meanwhile silver-linked ETFs saw a record $922 million of retail inflows over the last [--] days. The retail rush into precious metals is accelerating."
X Link 2026-01-23T16:56Z 1.4M followers, 158.8K engagements

"BREAKING: Margin financing in China is up to a record $390 billion. This has officially surpassed the [----] stock market bubble peak of $380 billion. Margin debt has nearly DOUBLED since the end of [----] driven by risk appetite from retail investors. As a % of free float market cap margin trading is up to 5.0% near the highest since the [----] crash. By comparison this percentage hit 9.5% in [----] when it doubled in just a few months. Additionally margin debt as a % of daily turnover is up to 12.0% matching the highest level in [--] years. Chinese investors are borrowing to buy stocks is at record"
X Link 2026-01-23T17:47Z 1.4M followers, 223K engagements

"The fact that natural gas one of the most important commodities in the world just casually rose +70% in [--] days is a perfect testament to how incredible this market truly is"
X Link 2026-01-23T21:15Z 1.4M followers, 606.5K engagements

"We are [--] weeks into 2026: Week 1: US captures Venezuela's President Maduro Week 2: Fed Chair Powell investigated by DOJ Week 3: President Trump tariffs EU over Greenland Week 4: President Trump threatens 100% Canada tariff This is the most tradable market in history"
X Link 2026-01-24T15:45Z 1.4M followers, 247.1K engagements

"Retail investors are dumping Apple stock while piling into Nvidia and Tesla: Individual Investors purchased +$15 billion of Nvidia $NVDA stock since July [----] the most among all Magnificent [--] stocks. This is more than the other [--] stocks combined. This was followed by +$6 billion cumulative retail purchases of Tesla $TSLA over the same period. By comparison Meta $META Amazon $AMZN Microsoft $MSFT and Google $GOOGL saw +$3 billion +$3 billion +$2 billion and +$2 billion respectively. Meanwhile Apple $AAPL posted -$4 billion of retail net outflows over the same time period. Retail seems to be"
X Link 2026-01-24T21:23Z 1.4M followers, 195.6K engagements

"BREAKING: The odds of another government shutdown by January 31st surge to 75% per Polymarket. Less than [--] months later the government shutdown is back"
X Link 2026-01-24T23:03Z 1.4M followers, 836.2K engagements

"BREAKING: India has reportedly reached a new trade deal with the EU and will cut tariffs on cars from 110% to 40% with tariffs eventually falling to 10%. India is making trade deals with the EU and Canada is making trade deals with China. Global trade is shifting"
X Link 2026-01-25T13:08Z 1.4M followers, 1M engagements

"The US housing market has shifted into one of the strongest buyer's markets on record: Home sellers outnumbered buyers by 47.1% in December [----] the largest gap since Redfin data began in [----]. The percentage jumped by +7.1 points from November the biggest monthly increase since September [----]. The number of active homebuyers fell -5.9% MoM to [----] million the lowest level on record. Meanwhile home sellers declined -1.1% MoM to [----] million the lowest since February [----]. By comparison in November [----] there were 36.5% fewer sellers than buyers. This all comes as elevated housing costs and"
X Link 2026-01-25T15:09Z 1.4M followers, 405K engagements

"BREAKING: Chinas government has accused their most senior general Zhang Youxia of allegedly leaking nuclear weapons secrets to the US. Zhang has reportedly leaked core technical data on Chinas nuclear weapons to the US"
X Link 2026-01-25T17:03Z 1.4M followers, 2.3M engagements

"BREAKING: Bitcoin extends losses to fall below $87000 as $170 million worth of levered longs are liquidated in [--] minutes. Liquidations over the last [--] hours are up to $320 million"
X Link 2026-01-25T18:48Z 1.4M followers, 733.2K engagements

"In case you dont realize whats coming: The Chief Investment Officer of BlackRock is now expected to be the next Fed Chair. And Trump says cutting rates is a requirement for the next Fed Chair and is actively calling for 1% interest rates. [----] is going to be a wild year"
X Link 2026-01-25T19:44Z 1.4M followers, 1.1M engagements

"China's top military generals have been nearly entirely purged: [--]. CMC Vice Chairman 1: Accused of leaking nuclear secrets to US (today) [--]. CMC Vice Chairman 2: Removed in Oct [----] over corruption [--]. National Minister of Defense: Removed in [----] for corruption [--]. Chief of the CMC Joint Staff Dept: Under investigation for violations [--]. Director of CMC Political Work Dept: Removed in [----] over corruption The US-China rivalry has gone well beyond trade. https://twitter.com/i/web/status/2015527595975033161 https://twitter.com/i/web/status/2015527595975033161"
X Link 2026-01-25T20:50Z 1.4M followers, 1.3M engagements

"BREAKING: Dow futures fall nearly [----] points in their initial reaction to this weekends events. A government shutdown is now expected and the US-Canada trade war is back"
X Link 2026-01-25T23:01Z 1.4M followers, 261K engagements

"Your silver coin that was worth $29 last year is now worth a record $107 today. This is not normal market behavior"
X Link 2026-01-26T01:27Z 1.4M followers, 861.3K engagements

"Absolute insanity in silver markets right now: Shanghai silver prices are now up to a record $124/oz as spot silver prices in the US hit $108/oz. This means silver prices in Shanghai are trading at a +$16 PREMIUM to Western prices. This is one of the biggest premiums on record. The physical silver shortage is growing. https://twitter.com/i/web/status/2015617437866348615 https://twitter.com/i/web/status/2015617437866348615"
X Link 2026-01-26T02:47Z 1.4M followers, 589.4K engagements

"Where is Bitcoin Silver prices are now outperforming Bitcoin by one of their widest margins on record. In [--] months Silver is up +270% as Bitcoin has fallen -11%. This makes Silver's market cap [---] TIMES larger than Bitcoin. The world is waiting on crypto"
X Link 2026-01-26T03:41Z 1.4M followers, 539.2K engagements

"BREAKING: Golds market cap officially hits a record $35 trillion and silvers market cap hits a record $6 trillion. Gold and silver are now worth [--] TIMES the market cap of Nvidia"
X Link 2026-01-26T08:10Z 1.4M followers, 643.5K engagements

"BREAKING: Silver hits a record $110/oz now up +54% this month. This puts silver +280% above where it was in January 2025"
X Link 2026-01-26T08:45Z 1.4M followers, 480.4K engagements

"BREAKING: Jim Cramer says he is a gold bug but NOT a silver bug. Cramer says he would try to cash in on family silver. Cramer also says that the silver rally is getting ridiculous"
X Link 2026-01-26T11:30Z 1.4M followers, 303.6K engagements

"BREAKING: Silver rises above $112/oz for the first time in history now up +57% this month. Silver prices have now DOUBLED since December 19th. That's +100% in [--] days"
X Link 2026-01-26T15:18Z 1.4M followers, 319.1K engagements

"BREAKING: Natural gas prices surge over +20% on the day now up +107% in [--] trading days. This is one of the most incredible commodity markets we have ever seen"
X Link 2026-01-26T15:57Z 1.4M followers, 546.4K engagements

"BREAKING: Microsoft $MSFT announces the launch of its Maia [---] AI chip to "reduce reliance on Nvidia." The chip is being produced by Taiwan Semiconductor Manufacturing Co. $TSM and is being launched in Microsoft data centers in Iowa"
X Link 2026-01-26T16:10Z 1.4M followers, 498.9K engagements

"BREAKING: US natural gas prices extend gains to +40% on the day now on track for one of the largest daily gains in history. Natural gas prices are now up +240% since January 16th. That's like gas prices rising from $3.00/gallon to $7.20/gallon in [--] trading days. Commodities are on fire. https://twitter.com/i/web/status/2015841831033188839 https://twitter.com/i/web/status/2015841831033188839"
X Link 2026-01-26T17:38Z 1.4M followers, 704.7K engagements

"It's official: Silver prices are now up +13% on the day and set to post the largest daily gain since [----]. This comes after the commodity had already risen +255% in [--] months. Silver demand has become so strong that physical shortages are being reported across various markets. In Shanghai silver prices are up +$26/oz in [--] hours to a record $134/oz. As we have been warning for months now: Asset owners are the ONLY winners in this economy. https://twitter.com/i/web/status/2015849466935591383 https://twitter.com/i/web/status/2015849466935591383"
X Link 2026-01-26T18:09Z 1.4M followers, 243.7K engagements

"BREAKING: US data center construction jumped +18.5% YoY in October [----] to a record $42 billion annualized rate. This is just $3 billion below the $45 billion spent on office buildings. This comes as spending on data centers has TRIPLED since the ChatGPT launch in November [----]. Over the same period office building construction has declined -40%. At this rate data center construction will surpass office building construction levels as early as this year. AI is redefining the US economy. https://twitter.com/i/web/status/2015858526728450156 https://twitter.com/i/web/status/2015858526728450156"
X Link 2026-01-26T18:45Z 1.4M followers, 312.6K engagements

"Global investors are piling into Brazilian stocks: Brazilian stocks recorded +$2.3 billion in foreign inflows so far in January the most in a single month since December [----]. This is more than DOUBLE the prior [--] months combined. As a result the Brazilian Ibovespa stock index rallied +9.7% in US Dollar terms last week the best performance among world major equity markets. Furthermore Brazil's ETF $EWZ which covers 85% of the nation's stocks is on track for its biggest monthly inflow since September [----]. These inflows have led to the creation of new ETF shares pushing the total outstanding to"
X Link 2026-01-26T20:42Z 1.4M followers, 473.5K engagements

"BREAKING: President Trump increases tariffs on South Korea to 25% and says the country is "not living up to its deal with the US.""
X Link 2026-01-26T22:01Z 1.4M followers, 756K engagements

"China continues to stockpile gold behind the scenes: China acquired +10 tonnes of gold in November [--] times more than officially reported by the central bank according to Goldman Sachs estimates. Similarly in September estimated purchases reached +15 tonnes or [--] times more than officially reported. Furthermore China officially bought an additional [---] tonnes in December pushing the total gold reserves to a record [----] tonnes. This also marked the 14th consecutive monthly purchase. In [----] Chinas total reported gold purchases reached +27 tonnes. Assuming official purchases were 10% of what"
X Link 2026-01-27T00:45Z 1.4M followers, 461.8K engagements

"This is absolutely insane: Silver just swung nearly $2 TRILLION of market cap in [--] hours. Between 9:00 AM ET and 1:00 PM ET silver added +$500 billion of market cap. Then between 1:00 PM ET and 4:30 PM ET silver lost -$950 billion. Then between 4:30 PM ET and 10:30 PM ET silver added back +$500 billion of market cap. Silver is quite literally throwing around Bitcoin's entire market cap in a matter of hours. The current situation in silver will be referenced for decades to come. https://twitter.com/i/web/status/2015992070272630965 https://twitter.com/i/web/status/2015992070272630965"
X Link 2026-01-27T03:35Z 1.4M followers, 638.2K engagements

"BREAKING: Details of the historic trade deal between India and the EU have emerged: [--]. Eliminates tariffs on 90% of goods trade between EU and India [--]. Set to double EU goods exports to India by [----] [--]. Tariffs on cars from EU to India cut from 110% to 10% [--]. Tariffs on wines from EU to India cut from 150% to 20%-30% [--]. Tariffs on jewelry and textiles from India to EU cut to 0% [--]. Tariffs on furniture chemicals leather and metals from India to EU cut to 0% This deal took nearly [--] years to reach and is being called the "mother of all deals." India and the EU are looking to diversify away from"
X Link 2026-01-27T13:14Z 1.4M followers, 1.7M engagements

"Asset managers are extremely bullish: Net $VIX futures positioning among asset managers is down to -$1.0 billion the lowest in at least [--] years. Short volatility bets have now surpassed the August [----] peak before the Volatility Index $VIX exploded +280% to [--] points the highest since the [----] pandemic. At the same time hedge fund $VIX futures positioning is down to -$42.7 million the lowest since August [----] and the 2nd-lowest on record. Positioning shifted from neutral to net short over the last several weeks marking a sharp reversal in the sentiment. Meanwhile US hedge fund gross leverage"
X Link 2026-01-27T14:34Z 1.4M followers, 134.1K engagements

"Software stocks are a mass exodus: Software stocks as % of total US hedge fund net exposure is down to 4.5% the lowest on record. This percentage has declined [---] points since the mid-2023 peak. Over the same period semiconductor and semiconductor equipment stock net exposure has surged +7 percentage points to a record 8%. Furthermore cumulative net buying of semiconductor stocks by hedge funds is up to +35% of the total industry's January [----] market value. At the same time cumulative net selling of software stocks fell to -8%. Hedge funds are ditching software for chip stocks at a record"
X Link 2026-01-27T15:36Z 1.4M followers, 229K engagements

"BREAKING: The US Dollar Index officially falls to its lowest level since [----]. Own assets or be left behind"
X Link 2026-01-27T17:17Z 1.4M followers, 770.6K engagements

"BREAKING: The price of power in New York City surges +31% amid the ongoing arctic blast. The electricity provider PJM which serves [--] million people issued a grid emergency and warned demand may exceed record levels"
X Link 2026-01-27T18:15Z 1.4M followers, 364.1K engagements

"US tech workers are automating themselves: The technology sector now reflects 2.3% of total US employment the lowest since early [----]. This percentage peaked around the ChatGPT launch in November [----] and has fallen over the last [--] years. Over this period employment in Computing Infrastructure Data Processing Web Hosting Web Search and Computer Systems Design Services has shed [------] jobs. This reverses a 20-year uptrend in tech employment. Meanwhile software development job postings on Indeed have dropped -71% since the February [----] peak. Postings are now -33% below pre-pandemic levels."
X Link 2026-01-27T19:57Z 1.4M followers, 378.6K engagements

"BREAKING: Gold futures surge to a record $5160/oz now up +18% this month. Not even an intraday decline is able to hold"
X Link 2026-01-27T20:10Z 1.4M followers, 486.7K engagements

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