@LumidaWealth Lumida Wealth Management
Lumida Wealth Management's recent activities are not specified in the provided context. However, major financial institutions and companies are making significant moves in the market, such as HSBC's bid to take Hang Seng Bank private and Visa's support for stablecoins. Additionally, there are notable developments in the AI and tech sectors, including NVIDIA's AI factory in Germany and Amazon's lawsuit against Perplexity AI.
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- [--] Year [-----] +96%
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- [--] Months [-----] +9.20%
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Social Influence
Social category influence finance 34.86% technology brands 24.77% stocks 19.27% countries 13.76% luxury brands 7.34% exchanges #4663 cryptocurrencies 3.67% celebrities 2.75% financial services 2.75% automotive brands 2.75%
Social topic influence ai 12.84%, spacex #577, gold 7.34%, de beers 7.34%, stocks 6.42%, in the 6.42%, open ai #2240, coinbase #613, business 3.67%, bitcoin 3.67%
Top accounts mentioned or mentioned by @ramahluwalia @barronsonline @steipete @petergyang @anthropicai @abc @mustafasuleyman @darioamodei @dwarkeshsp @lumidawealthappdesktop @_fahadnba @0xlebwa @ak_ethermachine
Top assets mentioned Coinbase Global Inc. (COIN) Bitcoin (BTC) Microsoft Corp. (MSFT) SPDR S&P [---] ETF Trust (SPY) PagSeguro Digital Ltd. (PAGS) Sanofi (SNY) Synthetify (SNY) LATAM Airlines Group S.A. (LTM) BlackRock Inc (BLK)
Top Social Posts
Top posts by engagements in the last [--] hours
"Why Musk really pivoted: "I'm worried that a natural or manmade catastrophe stops the resupply ships coming from Earth causing the Mars colony to die out." Mars takes 20+ years to become self-sufficient because of the 26-month planetary cycle. The Moon can be self-growing in under [--] years"
X Link 2026-02-16T05:06Z [----] followers, [---] engagements
"What's Working In $SPY Dividend yield has outperformed other factors YTD. Stocks with dividends have led the markets while stocks without dividends are lagging behind. We added to $PAGS on Friday. It has a dividend yield of 14% and has gained 14% in last 3M. The P/E NTM valuation is 6.4x with FCF yield at 21%. We discuss our rationale in today's newsletter: https://ledger.lumidawealth.com/ https://ledger.lumidawealth.com/"
X Link 2026-02-15T09:31Z [----] followers, [---] engagements
"1/ Daily News Round-Up: - New wave of price hikes hits early [----] - Soft landing in sightbut Fed stays cautious - AIs real workplace risk: capturing employee know-how - Memory-chip crunch intensifies on AI demand - Coinbase jumps 20% despite softer volumes"
X Link 2026-02-16T11:48Z [----] followers, [---] engagements
"2/ After months of price restraint and holiday promotions companies from consumer brands to industrial suppliers are implementing fresh price increases in early [----]. https://lumidanews.com/price-freeze-ends-tariffs-wages-and-health-insurance-force-a-new-wave-of-increases/ https://lumidanews.com/price-freeze-ends-tariffs-wages-and-health-insurance-force-a-new-wave-of-increases/"
X Link 2026-02-16T11:48Z [----] followers, [--] engagements
"8/ $SNY plans to sell a 50% stake in its consumer-health business to CD&R. The consumer division including $ALOLF and IcyHot generated $5.7 Bn last year. https://lumida.com/sanofi-shifts-focus-consumer-health-stake-up-for-grabs/ https://lumida.com/sanofi-shifts-focus-consumer-health-stake-up-for-grabs/"
X Link 2024-10-11T13:32Z [----] followers, [--] engagements
"The dollar posted its worst annual performance in [----] since [----]. Trade shocks and signs of slowing economy sparked a "Sell America" trade. Stocks and bonds recovered. The dollar didn't"
X Link 2026-01-29T15:24Z [----] followers, [--] engagements
"COREWEAVE CEO ON WHY SILICON VALLEY DOESN'T UNDERSTAND INFRASTRUCTURE Michael Intrator: "Silicon Valley has moved violently to the equity side of the balance sheet. They've never needed to use debt because tech is so powerful that it throws off enough cash to finance everything through equity. It's actually incredibly inefficient but the technology is so world-changing that they can get away with it. But when you're building physical infrastructure that's capital-intensive You can't do that. The debt markets have ONE rule: pay me my goddamn money back. Software belongs in Silicon Valley."
X Link 2026-02-02T12:03Z [----] followers, [---] engagements
"Nobody can deliver enough compute. Neo clouds hyperscalers and chip manufacturers nobody can deliver enough infrastructure. The world is building at a pace never seen before. Constrained on power energy and chips. Everyone's redlined"
X Link 2026-02-02T12:03Z [----] followers, [---] engagements
"NVIDIA-CoreWeave relationship: symbiotic but not equal. Nvidia builds breakthrough GPU tech in labs. CoreWeave deploys and troubleshoots at production scale in real conditions. First to market with H100 H200 GB200. The feedback loop accelerates what Nvidia builds next"
X Link 2026-02-02T12:03Z [----] followers, [---] engagements
"7/ A sprawling metals trading chain collapsed after dealer Xu Maohua known in the market as The Hat disappeared leaving unfinished copper and metals transactions across multiple counterparties. https://lumidanews.com/chinas-metals-trading-web-unravels-after-key-dealer-flees-exposing-hidden-risk/ https://lumidanews.com/chinas-metals-trading-web-unravels-after-key-dealer-flees-exposing-hidden-risk/"
X Link 2026-02-02T12:11Z [----] followers, [--] engagements
"Epstein wasn't going to Diddy parties. Diddy wasn't going to Epstein's island. That's called a duopoly. Two dominant players who compete hard but need each other to survive"
X Link 2026-02-03T17:57Z [----] followers, [---] engagements
"1/ Daily News Round-Up: - SpaceX pushes for fast-track IPO index entry - Alphabet revenue hits $114B net income up 30% - U.S.-China economic decoupling accelerates - Software stocks plunge in AI-driven rout - New START treaty expiresno nuclear limits"
X Link 2026-02-05T12:27Z [----] followers, [---] engagements
"Optimus Gen [--] is seen as good enough to scale to [--] million robots a year with Gen [--] needed before [--] million a year. The ramp will be slow at first because almost every part is custom and there isnt an existing supply chain so manufacturing follows a stretched S-curve"
X Link 2026-02-06T14:14Z [----] followers, [---] engagements
"LATAM markets are cranking. They have outperformed $SPY in the last 1Y. How do you benefit from it Pick the right stocks. We chose LATAM Airlines. $LTM Its the dominant carrier across South America riding a structural recovery in tourism & business travel. It flew 87M passengers in [----] (+8%) has expanding international and premium routes with 16% operating margins and $1B+ in FCF. Yet it trades at 12x forward earnings. Read our analysis: https://ledger.lumidawealth.com/ https://ledger.lumidawealth.com/"
X Link 2026-02-08T13:15Z [----] followers, [---] engagements
"Here's what nobody tells you about success: Buffett is the face. The name. The legend. But behind every legend is someone who made them better. Someone who challenged them. Someone who said "that's stupid" when everyone else said "you're a genius.""
X Link 2026-02-08T18:29Z [----] followers, [--] engagements
"1/ Daily News Round-Up: - Markets rebound after AI-driven tech selloff - Chinese factory in Ohio tests onshoring limits - AI accelerates in healthcare across diagnostics & ops - China signals banks to cut US Treasury exposure - Big Tech to spend $670B on AI in 2026"
X Link 2026-02-09T12:11Z [----] followers, [---] engagements
"8/ Home buyers are seeing unusually favorable terms. https://lumidanews.com/home-buyers-gain-leverage-as-discounts-hit-multi-year-highs/ https://lumidanews.com/home-buyers-gain-leverage-as-discounts-hit-multi-year-highs/"
X Link 2026-02-09T12:11Z [----] followers, [--] engagements
"9/ Microsoft Meta Amazon and Alphabet are collectively planning to spend up to about $670 billion in [----] to expand AI infrastructure primarily data centers and compute capacity. https://lumidanews.com/big-techs-ai-buildout-is-now-a-gdp-scale-capital-project/ https://lumidanews.com/big-techs-ai-buildout-is-now-a-gdp-scale-capital-project/"
X Link 2026-02-09T12:11Z [----] followers, [---] engagements
"1/ Daily News Round-Up: - OpenAI fires executive over adult-content dispute - BlackRock uncovers $440M fraud at HPS - U.S. introduces $100K H-1B visa fee - Bitcoin whales snap up 53K coins amid rebound - Emerging-market stocks hit record high"
X Link 2026-02-11T11:41Z [----] followers, [---] engagements
"4/ The U.S. government has introduced a new $100000 fee for H-1B visa applications which is expected to significantly affect tech companies seeking to hire skilled foreign workers. https://lumidanews.com/tech-giants-plan-to-skirt-trumps-100000-h-1b-fee/ https://lumidanews.com/tech-giants-plan-to-skirt-trumps-100000-h-1b-fee/"
X Link 2026-02-11T11:41Z [----] followers, [--] engagements
"5/ In a push to revive the coal industry President Donald Trump plans to use government funding and Pentagon contracts to sustain U.S. coal-fired power plants. https://lumidanews.com/trumps-new-push-to-revive-coal-industry-with-pentagon-funding/ https://lumidanews.com/trumps-new-push-to-revive-coal-industry-with-pentagon-funding/"
X Link 2026-02-11T11:41Z [----] followers, [--] engagements
"6/ Bitcoin has seen renewed support from its largest holders known as "whales" who accumulated [-----] coins over the past week marking their most significant buying activity since November. https://lumidanews.com/bitcoin-whales-step-in-as-market-rebounds-but-doubts-persist/ https://lumidanews.com/bitcoin-whales-step-in-as-market-rebounds-but-doubts-persist/"
X Link 2026-02-11T11:41Z [----] followers, [--] engagements
"OPENCLAW CEO ON THE AI AGENT THAT TAUGHT ITSELF TO LISTEN "I was in Morocco for a friend's birthday trip and kept using this AI agent I built. Asking for directions restaurant tips whatever. One morning someone sent me a tweet about a bug in my code. I just screenshotted it and sent it to the agent on WhatsApp. It read the tweet. Found the bug in my repository. Fixed it. Committed the change. Then replied to the guy on Twitter that it's fixed. I'm thinking okay this is wild. Then one day I sent a voice message. But I never built voice message support. I see the typing indicator. I'm like what"
X Link 2026-02-11T15:32Z [----] followers, [---] engagements
"1/ Daily News Round-Up: - Healthcare drove nearly all Jan. job gains - House passes bill to end Trumps Canada tariffs - SoftBank returns to profit on OpenAI gains - Samsung starts shipping HBM4 chips - Bot-only social network Moltbook launches"
X Link 2026-02-12T11:58Z [----] followers, [---] engagements
"2/ US job growth in January was dominated by healthcare: almost all of the [------] jobs added were in healthcare or related positions. https://lumidanews.com/healthcare-becomes-the-core-job-engine-as-white-collar-and-retail-hiring-stalls/ https://lumidanews.com/healthcare-becomes-the-core-job-engine-as-white-collar-and-retail-hiring-stalls/"
X Link 2026-02-12T11:58Z [----] followers, [--] engagements
"3/ The US House passed a bill aimed at ending President Trumps tariffs on Canadian imports marking the strongest congressional pushback yet against his trade policy. https://lumidanews.com/house-rebuke-of-canada-tariffs-exposes-political-risk-around-trumps-trade-agenda/ https://lumidanews.com/house-rebuke-of-canada-tariffs-exposes-political-risk-around-trumps-trade-agenda/"
X Link 2026-02-12T11:58Z [----] followers, [--] engagements
"4/ Strategy Inc. a major corporate holder of Bitcoin announced plans to increase issuance of perpetual preferred shares to address investor concerns over share volatility. https://lumidanews.com/strategy-turns-to-11-preferred-stock-as-bitcoin-slide-pressures-equity-model/ https://lumidanews.com/strategy-turns-to-11-preferred-stock-as-bitcoin-slide-pressures-equity-model/"
X Link 2026-02-12T11:58Z [----] followers, [--] engagements
"5/ SoftBank reported a return to quarterly profit helped by valuation gains on its OpenAI investment. https://lumidanews.com/softbank-returns-to-profit-as-openai-valuation-gains-turn-it-into-a-public-proxy-trade/ https://lumidanews.com/softbank-returns-to-profit-as-openai-valuation-gains-turn-it-into-a-public-proxy-trade/"
X Link 2026-02-12T11:58Z [----] followers, [--] engagements
"6/ Blue Owl-owned Stack Infrastructure is raising around A$3 billion via a five-year loan to finance development of a 250-megawatt data center project in Melbourne according to people familiar with the matter. https://lumidanews.com/blue-owls-stack-seeks-a3b-loan-to-build-250mw-melbourne-data-center-as-ai-debt-boom-accelerates/ https://lumidanews.com/blue-owls-stack-seeks-a3b-loan-to-build-250mw-melbourne-data-center-as-ai-debt-boom-accelerates/"
X Link 2026-02-12T11:58Z [----] followers, [--] engagements
"7/ Moltbook described as Reddit for bots launched in late January as a social network exclusively for AI agents. https://lumidanews.com/moltbook-the-bot-only-social-network-signaling-the-next-phase-of-ai-autonomy/ https://lumidanews.com/moltbook-the-bot-only-social-network-signaling-the-next-phase-of-ai-autonomy/"
X Link 2026-02-12T11:58Z [----] followers, [--] engagements
"FDR made it illegal for Americans to own gold. Executive Order [----]. You had [--] days to sell your gold to the government at $20.67 per ounce. Penalty for keeping it: $10000 fine and [--] years in prison. Then the government revalued gold to $35 per ounce. 69% profit for the government. Citizens got robbed"
X Link 2026-02-12T12:43Z [----] followers, [---] engagements
"The Great Depression was destroying America. 25% unemployment. Banks failing. Deflation spiraling. FDR's solution: Devalue the dollar to inflate the economy. Problem: The dollar was backed by gold at $20.67/oz. He couldn't devalue without controlling the gold supply. So he confiscated it. https://twitter.com/i/web/status/2021928210800251373 https://twitter.com/i/web/status/2021928210800251373"
X Link 2026-02-12T12:43Z [----] followers, [--] engagements
"Executive Order 6102: "All persons are required to deliver all gold coin gold bullion and gold certificates now owned by them to a Federal Reserve Bank." Deadline: May [--] [----]. You got $20.67 per ounce. Keep it $10000 fine ($220000 in today's dollars) + [--] years in federal prison"
X Link 2026-02-12T12:43Z [----] followers, [--] engagements
"January [--] 1934: Gold Reserve Act passed. Government revalued gold from $20.67 to $35 per ounce. Overnight 69% increase. Americans who sold at $20.67: Locked in losses. Government: Made $2.81 billion in paper profit. The confiscation wasn't about hoarding. It was about stealing purchasing power. https://twitter.com/i/web/status/2021928226403082408 https://twitter.com/i/web/status/2021928226403082408"
X Link 2026-02-12T12:43Z [----] followers, [--] engagements
"Exemptions existed but were tiny: $100 in gold coins (about [--] coins) Jewelry and artistic works Gold used in industry/profession Rare coins "of recognized special value to collectors" Everyone else had to sell or become a criminal"
X Link 2026-02-12T12:43Z [----] followers, [--] engagements
"The government printed the money to "buy" the gold. Then used the gold to back more currency. 1933: $5.6 billion in currency circulation. 1934: $7.2 billion. They inflated the money supply by 29% in one year. Your gold became their ammunition to devalue your savings"
X Link 2026-02-12T12:43Z [----] followers, [--] engagements
"Gold stayed illegal for [--] years. Not just FDR's emergency measure. Truman kept it illegal. Eisenhower kept it illegal. JFK LBJ Nixon. Why Control over monetary policy. Can't devalue the dollar if citizens can escape to gold. The ban was about power not economics"
X Link 2026-02-12T12:43Z [----] followers, [--] engagements
"August [--] 1971: Nixon ended gold convertibility completely. "Nixon Shock." Closed the gold window. Foreign governments could no longer redeem dollars for gold. Dollar became pure fiat currency. Three years later December [--] 1974: Gerald Ford signed law making gold ownership legal again. https://twitter.com/i/web/status/2021928259173200184 https://twitter.com/i/web/status/2021928259173200184"
X Link 2026-02-12T12:43Z [----] followers, [---] engagements
"1/ Daily News Round-Up: - Goldman GC to resign amid Epstein fallout - Foreign investors hedge dollar risk not U.S. assets - USS Gerald R. Ford deployed to Mideast - Detroits $50B EV bet backfires - Coinbase posts $667M loss on crypto slowdown"
X Link 2026-02-13T12:25Z [----] followers, [---] engagements
"2/ Goldman Sachs said its general counsel Kathryn Ruemmler will resign effective June [--]. https://lumidanews.com/goldmans-general-counsel-to-exit-after-new-epstein-disclosures-intensify-reputational-risk/ https://lumidanews.com/goldmans-general-counsel-to-exit-after-new-epstein-disclosures-intensify-reputational-risk/"
X Link 2026-02-13T12:25Z [----] followers, [--] engagements
"3/ Market anxiety about a Sell America wave has evolved into a more incremental shift: foreign investors are reducing risk primarily through currency hedging rather than large-scale liquidation of US stocks and bonds. https://lumidanews.com/hedge-america-replaces-sell-america-as-foreign-investors-cut-dollar-risk-not-us-stocks/ https://lumidanews.com/hedge-america-replaces-sell-america-as-foreign-investors-cut-dollar-risk-not-us-stocks/"
X Link 2026-02-13T12:25Z [----] followers, [--] engagements
"4/ The Pentagon is sending the USS Gerald R. Ford carrier strike group to the Middle East after months operating in the Caribbean and Mediterranean. https://lumidanews.com/us-sends-uss-gerald-r-ford-to-middle-east-as-iran-tensions-rise-and-military-options-expand/ https://lumidanews.com/us-sends-uss-gerald-r-ford-to-middle-east-as-iran-tensions-rise-and-military-options-expand/"
X Link 2026-02-13T12:25Z [----] followers, [--] engagements
"5/ After years of aggressive EV investment the Detroit Big Three have pivoted sharply as the US EV market softened. https://lumidanews.com/detroits-ev-bet-backfires-50b-write-downs-as-incentives-fade-and-demand-cools/ https://lumidanews.com/detroits-ev-bet-backfires-50b-write-downs-as-incentives-fade-and-demand-cools/"
X Link 2026-02-13T12:25Z [----] followers, [--] engagements
"6/ A growing number of high-value AI and tech startups are allowing employees to sell portions of their equity through tender offers providing liquidity before a public listing. https://lumidanews.com/ai-startups-break-silicon-valley-taboo-as-employees-cash-out-before-ipos/ https://lumidanews.com/ai-startups-break-silicon-valley-taboo-as-employees-cash-out-before-ipos/"
X Link 2026-02-13T12:25Z [----] followers, [--] engagements
"7/ Coinbase reported a sharp reversal in quarterly performance posting a $667 million net loss compared with a $1.3 billion profit a year earlier. https://lumidanews.com/coinbase-swings-to-667m-loss-as-crypto-slowdown-tests-diversification-strategy/ https://lumidanews.com/coinbase-swings-to-667m-loss-as-crypto-slowdown-tests-diversification-strategy/"
X Link 2026-02-13T12:25Z [----] followers, [--] engagements
"8/ A strong January jobs report arrived alongside sweeping benchmark revisions that lowered payroll gains for the prior two years spanning the end of the Biden economy and the start of Trumps second term. https://lumidanews.com/us-jobs-rewritten-big-downward-revisions-mask-a-healthcare-led-labor-market-split/ https://lumidanews.com/us-jobs-rewritten-big-downward-revisions-mask-a-healthcare-led-labor-market-split/"
X Link 2026-02-13T12:25Z [----] followers, [--] engagements
"9/ Research in chronobiology has increasingly shown that exposure to natural light early in the day plays a critical role in regulating the bodys internal clock. https://lumidanews.com/morning-sunlight-the-low-effort-longevity-habit-that-resets-your-biology/ https://lumidanews.com/morning-sunlight-the-low-effort-longevity-habit-that-resets-your-biology/"
X Link 2026-02-13T12:25Z [----] followers, [---] engagements
"Nick Leeson was [--] years old. Worked in the basement of Barings Bank's Singapore office. Lost $1.4 billion in unauthorized trades. Destroyed a 233-year-old bank in [--] years. Britain's oldest merchant bank. Financed the Napoleonic Wars. Survived two World Wars. Couldn't survive one trader in Singapore. https://twitter.com/i/web/status/2022311412865933602 https://twitter.com/i/web/status/2022311412865933602"
X Link 2026-02-13T14:06Z [----] followers, [---] engagements
"Barings Bank founded in [----]. Financed the Louisiana Purchase. Advised Queen Elizabeth II on her personal wealth. 1992: They sent Nick Leeson to Singapore to run their futures trading operation. He was [--]. No college degree. Started as a clerk. Management thought he was brilliant"
X Link 2026-02-13T14:06Z [----] followers, [--] engagements
"Leeson's job: Execute trades for clients. Make small commissions. What he actually did: Made massive unauthorized bets on Japanese stock market futures. Used account number [-----] to hide his losing trades. [--] is lucky in Chinese culture. Wasn't lucky for Barings"
X Link 2026-02-13T14:06Z [----] followers, [--] engagements
"1992: Leeson lost [--] million on unauthorized trades. Instead of reporting it he hid it in the secret account. Then he made bigger bets to win the money back. Lost more. Hid those losses too. Classic gambler's fallacy: The next bet will fix everything"
X Link 2026-02-13T14:06Z [----] followers, [--] engagements
"By [----] Leeson's losses were [---] million. Nobody in London knew. How He was in charge of BOTH trading AND settling the trades. He approved his own transactions. Basic compliance rule: Never let the same person do both. Barings let him do both"
X Link 2026-02-13T14:06Z [----] followers, [--] engagements
"February [--] 1995: Leeson left a note on his desk in Singapore. "I'm sorry." Fled to Malaysia with his wife. Barings executives flew to Singapore to see what happened. Discovered account [-----]. Three years of hidden losses. $1.4 billion gone"
X Link 2026-02-13T14:06Z [----] followers, [--] engagements
"February [--] 1995: Barings Bank declared bankruptcy. [---] years. Wiped out in [--] hours. Bank of England tried to organize a bailout. Nobody wanted it. Losses were too big. March 6: Dutch bank ING bought Barings for [--]. One British pound for a 233-year-old institution"
X Link 2026-02-13T14:06Z [----] followers, [--] engagements
"You were tricked into buying a diamond engagement ring. It wasn't tradition. It wasn't culture. It was a 100-year marketing scam. Here's the story of the greatest con in history:🧵"
X Link 2026-02-13T14:26Z [----] followers, [--] engagements
"In [----] only 10% of American brides received a diamond engagement ring. It wasn't expected. It wasn't tradition. Most people considered diamonds a waste of money compared to practical gifts. Then De Beers decided to change that"
X Link 2026-02-13T14:26Z [----] followers, [--] engagements
"In [----] De Beers controlled 90% of the world's diamond supply. But they had a problem. The Great Depression crushed diamond sales. Nobody was buying. So they hired N.W. Ayer & Son an advertising agency with one mission: "Make every person pledging marriage acquire a diamond engagement ring." They didn't sell diamonds. They sold forever. https://twitter.com/i/web/status/2022316573323595840 https://twitter.com/i/web/status/2022316573323595840"
X Link 2026-02-13T14:26Z [----] followers, [--] engagements
"They needed to control HOW MUCH you spent. In the 1930s they launched the "one month's salary" rule. The ads were brilliant: "How else could two months' salary last forever" Then it became two months. Then three months in wealthier countries like Japan. The genius It scales with income. No fixed price point. Every man pays what he can "afford." They used celebrities to manufacture desire"
X Link 2026-02-13T14:27Z [----] followers, [--] engagements
"Marilyn Monroe sang "Diamonds Are a Girl's Best Friend" in [----]. De Beers loaned diamonds to movie stars for red carpet events. Elizabeth Taylor's 30-carat Krupp diamond (gift from Richard Burton) was photographed endlessly. Product placement before it had a name. They went global with the same playbook. https://twitter.com/i/web/status/2022316592890048891 https://twitter.com/i/web/status/2022316592890048891"
X Link 2026-02-13T14:27Z [----] followers, [--] engagements
"In Japan diamond engagement rings weren't part of marriage customs. 1967: Only 5% of Japanese brides had diamond rings. 1981: 60% had them. De Beers convinced an entire country to adopt a "Western tradition" that was only [--] years old. In China in the 1990s diamond engagement rings basically didn't exist. Now 31% of Chinese brides wear them. https://twitter.com/i/web/status/2022316599122727211 https://twitter.com/i/web/status/2022316599122727211"
X Link 2026-02-13T14:27Z [----] followers, [--] engagements
"Here's what they didn't tell you: Diamonds aren't rare. They're one of the most common gemstones on Earth. De Beers stockpiled them to create artificial scarcity. They bought up every new diamond discovery to control supply. When competitors refused to join their cartel They flooded the market with similar diamonds to crush their prices. https://twitter.com/i/web/status/2022316601404436600 https://twitter.com/i/web/status/2022316601404436600"
X Link 2026-02-13T14:27Z [----] followers, [---] engagements
"And here's the kicker: A diamond loses 50% of its value the moment you buy it. Try reselling your engagement ring. You'll get half what you paid. Because the "value" was manufactured. De Beers even said it themselves. When the chairman saw the "two months' salary" campaign he said: "The diamond industry will prosper as long as men are foolish and women are vain." They were laughing at us the whole time. https://twitter.com/i/web/status/2022316606848655366 https://twitter.com/i/web/status/2022316606848655366"
X Link 2026-02-13T14:27Z [----] followers, [--] engagements
"Today De Beers spends $180 million per year advertising diamonds. A product they don't even sell directly to consumers. Why Because they profit when anyone buys diamonds. They created the market. They control the supply. They set the cultural expectation"
X Link 2026-02-13T14:27Z [----] followers, [--] engagements
"The result Millions of people worldwide spend thousands on a rock that: Isn't rare Loses half its value instantly Was never a "tradition" until [----] Exists because a monopoly told you it should The entire diamond engagement ring tradition is less than [---] years old. It's younger than your grandparents"
X Link 2026-02-13T14:27Z [----] followers, [--] engagements
"But it feels ancient because the marketing worked. De Beers didn't just sell diamonds. They sold the idea that your love isn't real without one. That's not romance. That's the greatest marketing scam in history. And we all fell for it"
X Link 2026-02-13T14:27Z [----] followers, [---] engagements
"Subscribe to our newsletter dropping every sunday: http://ledger.lumidawealth.com http://ledger.lumidawealth.com"
X Link 2026-02-13T14:27Z [----] followers, [---] engagements
"Musk's new plan: 10000+ Starship flights per year to build Moon infrastructure. SpaceX did [---] launches total in [----]. That's a 60x increase in launch capacity. For reference Blue Origin has done a fraction of [---] launches since founding in 2000"
X Link 2026-02-16T05:05Z [----] followers, [--] engagements
"Everyone Talks About Warren Buffett. Nobody Talks About the Man Who Made Him. Buffett was already rich. But he was about to make the worst satisfying mistake of his career. Then he met a guy at a dinner party who changed everything. This is the story of Charlie Munger"
X Link 2026-02-08T18:28Z [----] followers, [---] engagements
"ANTHROPIC'S CO-FOUNDER RESPONDS TO SAM ALTMAN AFTER AD CONTROVERSY Sam Altman fired back at Anthropic's anti-ads commercial saying "we would obviously never run ads in the way Anthropic depicts them. We are not stupid and we know our users would reject that." Anthropic CEO's response: "This really isn't intended to be about any other company other than us. To be clear our view is not all ads are bad or there's never the right place for advertising. It felt to us like AI conversations are different. People are uploading private or confidential information to their AI tool. It just didn't feel"
X Link 2026-02-10T07:53Z [----] followers, [---] engagements
"In developed economies markets usually push forward the best technology when profits are strong even against regulation. The bigger risk isnt innovation slowing in rich countries its the developing world being left behind without the markets or infrastructure to adopt it"
X Link 2026-02-14T17:11Z [----] followers, [--] engagements
"AGI could make authoritarianism far more dangerous but history shows new tech can make old systems obsolete. As the risks deepen fear of authoritarianism may also rise pushing societies to invent stronger protections for freedom and a renewed focus on individual rights"
X Link 2026-02-14T17:11Z [----] followers, [---] engagements
"January 2025: Musk posted "We're going straight to Mars. The Moon is a distraction." February 2026: Musk announces "self-growing city" on the Moon. What changed in [--] months Washington shifted. Trump wants astronauts back on the Moon by 2028"
X Link 2026-02-16T05:05Z [----] followers, [--] engagements
"SpaceX was supposed to send five unmanned ships to Mars this year. The planetary alignment only happens every [--] months. They missed the window. Again"
X Link 2026-02-16T05:05Z [----] followers, [--] engagements
"October 2025: NASA's acting administrator said SpaceX fell behind on their Moon lander contract. SpaceX had to pitch a "simplified plan." While Musk was talking about Mars on X his company was failing Moon deadlines"
X Link 2026-02-16T05:05Z [----] followers, [--] engagements
"WHILE YOU BOUGHT THE S&P THESE COUNTRIES RETURNED 4X MORE Spain is up 77% this year. The S&P 18%. Greece is up 82%. Santander Bank in Spain Up 125% in [--] months. Brazil Mexico South Korea and even China which is literally being hit with tariffs are all running circles around American stocks. And nobody's talking about it. Economic populism is driving this. Trump is floating credit card interest caps at 10%. That's to the LEFT of Bernie Sanders who wanted 15%. Talk of buying $200 billion in mortgage-backed securities. Price controls on pharma. Tariffs that AOC would endorse. This isn't"
X Link 2026-01-20T09:38Z [----] followers, [----] engagements
"The debate is slow diffusion vs instant singularity. Anthropic just went 0100M1B10B in [--] months with billions in January alone.that's neither extreme but it's fast as hell"
X Link 2026-02-14T17:10Z [----] followers, [---] engagements
"Even if AI becomes a country of geniuses overnight curing disease wont. Discovery may speed up fast but trials manufacturing regulation and global access still take years. The bottleneck shifts from ideas to real-world delivery"
X Link 2026-02-14T17:10Z [----] followers, [---] engagements
"Blue Origin plans to land their first cargo flight on the Moon early [----]. They've been working toward this for [--] years. SpaceX announced their Moon pivot this week. Musk responded to Bezos: "They might land something on the Moon before SpaceX and that's fine by me.""
X Link 2026-02-16T05:06Z [----] followers, [--] engagements
"For [--] years the space community was divided. Bezos: Moon. Musk: Mars. SpaceX won the launch business the satellite network the NASA contracts and the headlines. But Bezos never changed his bet. Now Musk is playing Bezos's game on Bezos's turf. The real space race just started"
X Link 2026-02-16T05:06Z [----] followers, [---] engagements
"3/ Recent data show the US economy moving closer to a soft landinginflation moderating without a recession. https://lumidanews.com/soft-landing-within-reach-but-tariffs-and-sticky-services-inflation-keep-the-fed-on-guard/ https://lumidanews.com/soft-landing-within-reach-but-tariffs-and-sticky-services-inflation-keep-the-fed-on-guard/"
X Link 2026-02-16T11:48Z [----] followers, [--] engagements
"5/ Demand for memory chips has surged as AI hyperscalers and data-center builders aggressively buy AI accelerators that require large amounts of high-bandwidth memory (HBM). https://lumidanews.com/ai-data-center-boom-triggers-global-memory-chip-crunch-driving-prices-parabolic/ https://lumidanews.com/ai-data-center-boom-triggers-global-memory-chip-crunch-driving-prices-parabolic/"
X Link 2026-02-16T11:48Z [----] followers, [--] engagements
"6/ Warner Bros. Discoverys board is reconsidering whether Paramounts updated proposal could deliver better economics than its existing $27.75-per-share agreement with Netflix. https://lumidanews.com/warner-bros-sale-drama-reignites-as-paramount-pushes-for-round-two/ https://lumidanews.com/warner-bros-sale-drama-reignites-as-paramount-pushes-for-round-two/"
X Link 2026-02-16T11:48Z [----] followers, [--] engagements
"8/ Peter Steinberger creator of the popular open-source AI agent OpenClaw is joining OpenAI. https://lumidanews.com/openai-recruits-openclaw-creator-to-accelerate-personal-agent-push-while-keeping-project-open-source/ https://lumidanews.com/openai-recruits-openclaw-creator-to-accelerate-personal-agent-push-while-keeping-project-open-source/"
X Link 2026-02-16T11:48Z [----] followers, [--] engagements
"10 / Don't forget to read this week's Ledger Click below to Subscribe https://ledger.lumidawealth.com/ https://ledger.lumidawealth.com/"
X Link 2026-02-16T11:48Z [----] followers, [---] engagements
"Microsoft's AI CEO says most white-collar work will be fully automated in 12-18 months but markets are still pricing AI like it's a distant future problem. 20% of Copilot queries are already health-related making medical diagnostics Microsoft's largest AI use case without anyone noticing. Microsoft just committed to AI self-sufficiency after extending its OpenAI license through [----]. The real bet isn't on partnership it's on independence. @mustafasuleyman"
X Link 2026-02-16T18:03Z [----] followers, [---] engagements
"AI could reach human-level performance on most white-collar tasks within [----] months meaning roles like law accounting project management and marketing may see large parts of their computer-based work automated"
X Link 2026-02-16T18:03Z [----] followers, [---] engagements
"5/ Negotiations between Anthropic and the US Department of Defense to extend a contract involving Claude Gov have slowed as both sides disagree on usage boundaries. https://lumidanews.com/anthropic-pentagon-talks-stall-as-ai-guardrails-clash-with-defense-needs/ https://lumidanews.com/anthropic-pentagon-talks-stall-as-ai-guardrails-clash-with-defense-needs/"
X Link 2026-02-17T11:45Z [----] followers, [--] engagements
"6/ Bitcoin fluctuated after recording a fourth straight weekly decline with a weekend rally fading quickly. https://lumidanews.com/bitcoin-wobbles-after-fourth-straight-weekly-loss-as-etf-outflows-keep-risk-appetite-fragile/ https://lumidanews.com/bitcoin-wobbles-after-fourth-straight-weekly-loss-as-etf-outflows-keep-risk-appetite-fragile/"
X Link 2026-02-17T11:45Z [----] followers, [--] engagements
"WHY NOBODY IS BUYING ENOUGH COMPUTE Anthropic went from zero to 100M to 1B to 10B in three years. Clean 10x every year. So why aren't they buying [--] trillion in compute right now Here's the actual problem. Dario: "You're pretty sure AGI hits in 1-2 years. When it does you need massive compute to serve what's basically a country of geniuses in a datacenter. Trillions in revenue coming. But datacenters take two years to build. So if you're wrong by one year on timing you're just dead. Bankrupt. Done. Breakthrough comes [----] instead of [----] Dead. Economy takes [--] years to adopt instead of [--] Dead."
X Link 2026-02-14T17:10Z [----] followers, [----] engagements
"AI-will-eat-SAAS $HUBS reported earnings and it tells exactly what happens to SAAS after AI. Hubspot's revenue retention rose to 105% and customers grew by 16%. HUBS isn't only gaining more customers but existing customers are also spending more. It is the opposite of what the market fears. The reason HUBS is integrating AI features in products that customers already use. 50% of customers are already using HUBS' AI offerings. Read more about it: http://ledger.lumidawealth.com http://ledger.lumidawealth.com"
X Link 2026-02-15T11:45Z [----] followers, [---] engagements
"Elon Musk just abandoned Mars. After [--] years of "Mars or bust" SpaceX announced this week they're building a city on the Moon instead. Jeff Bezos has been betting on the Moon since [----]. The tortoise just won"
X Link 2026-02-16T05:05Z [----] followers, [---] engagements
"SpaceX is going public later this year. Musk needs a story that excites quarterly earnings investors. "We might reach Mars in 20+ years" doesn't cut it. "We'll have Moon factories operational in under [--] years" does"
X Link 2026-02-16T05:05Z [----] followers, [--] engagements
"Bezos made Blue Origin's mascot a tortoise in [----]. "Slow is smooth and smooth is fast" he said. Musk ridiculed the pace for years: "The rate of progress is too slow and the amount of years he has left is not enough." Monday: Bezos posted a picture of a tortoise on X with no caption"
X Link 2026-02-16T05:05Z [----] followers, [--] engagements
"7/ Coinbase shares surged nearly 20% on heavy trading volume one day after reporting softer trading volumes and pressure on transaction revenue. https://lumidanews.com/coinbase-jumps-20-after-earnings-miss-as-bitcoin-bounce-sparks-bottom-fishing-rally/ https://lumidanews.com/coinbase-jumps-20-after-earnings-miss-as-bitcoin-bounce-sparks-bottom-fishing-rally/"
X Link 2026-02-16T11:48Z [----] followers, [--] engagements
"9/ Longevity research increasingly points to sleep regularity going to bed and waking up at similar times daily as a major predictor of long-term health. https://lumidanews.com/sleep-regularity-is-the-longevity-hack/ https://lumidanews.com/sleep-regularity-is-the-longevity-hack/"
X Link 2026-02-16T11:48Z [----] followers, [---] engagements
"This does not constitute financial or investment advice. Moreover Lumidas returns on any one investment do not match Lumidas overall returns across all investments. Subscribe to our YouTube channel for the weekly podcast. https://www.youtube.com/@Lumida_Wealthapp=desktop https://www.youtube.com/@Lumida_Wealthapp=desktop"
X Link 2026-02-16T18:03Z [----] followers, [---] engagements
"9/ Melatonin has become a mainstream sleep supplement but many people use it as if it were a sleeping pill. https://lumidanews.com/melatonin-is-the-sleep-timing-hack-not-a-knockout-pill/ https://lumidanews.com/melatonin-is-the-sleep-timing-hack-not-a-knockout-pill/"
X Link 2026-02-17T11:45Z [----] followers, [--] engagements
"10 / Don't forget to read this week's Ledger Click below to Subscribe https://ledger.lumidawealth.com/ https://ledger.lumidawealth.com/"
X Link 2026-02-17T11:45Z [----] followers, [--] engagements
"Several retailers raised guidance for the holiday season. Walmart Ross Stores and Dollar Tree increased forecasts encouraged by strong business momentum. The optimism reflects confidence in sustained consumer spending through year end"
X Link 2025-12-01T14:02Z [----] followers, [---] engagements
"1/ Snippets from Philippe Laffont Founder & Portfolio Manager of Coatue Management at Bloomberg Invest sharing his current investment outlooks and personal journey Laffont on where to invest in AI"
X Link 2024-06-26T16:31Z [----] followers, [----] engagements
"Builders FirstSource $BLDR Q2 [----] Results: - EPS beat by 13.6% - Revenue Flat - Total revenue: $4.5B down 0.7% YoY Themes Market Opportunity Customer Behaviors Key Metrics Competitive Differentiators & Key Risks & more. Full analysis below: 👇 https://lumida.com/builders-firstsource-q2-2024-earnings-highlights-resilient-performance-amid-market-challenges https://lumida.com/builders-firstsource-q2-2024-earnings-highlights-resilient-performance-amid-market-challenges"
X Link 2024-08-08T06:16Z [----] followers, [---] engagements
"Asana $ASAN Q2 [----] Results: Earnings beat by 37.5%. Revenue beat by 0.87%. Total revenue increased by 10.3% year-over-year. Read out full analysis- https://lumida.com/asana-inc-q2n2025earnings-highlights/ https://lumida.com/asana-inc-q2n2025earnings-highlights/"
X Link 2024-09-04T06:34Z [----] followers, [---] engagements
"ELITE EXPRESS FILES A RARE SMALL-CAP LOGISTICS DEAL $ETS raised $15.2M pricing at $4/share. The company handles cross-border logistics with key exposure to Vietnam and Indonesia. IPO comes with a $65M market cap and 0.5x price/sales"
X Link 2025-08-21T11:31Z [----] followers, [----] engagements
"Market cap About $1.1 billion. Imagine managing chronic conditions Just using your phone. Omada Health made that real. They went public with a $1.1B IPO. Heres how theyre changing health tech"
X Link 2025-09-10T16:45Z [----] followers, [---] engagements
"AEP BOOSTS FIVE YEAR GRID SPEND FOR DATA CENTRES American Electric Power raised its capital plan to $72B to meet rising AI and industrial load. Customer backed agreements now total [--] GW which is up [--] GW since July. Load requests in development stand near [---] GW across its service area. Management ties the plan to faster rate base growth through [----]. $AEP https://twitter.com/i/web/status/1983893247698034758 https://twitter.com/i/web/status/1983893247698034758"
X Link 2025-10-30T13:46Z [----] followers, [---] engagements
"Analyst on Microsoft and Meta earnings: "The Street is very negative on software and they're going to be really digging in to say what's going on here how durable is your growth" Concern: Disruption from Anthropic's Claude Cowork released this month"
X Link 2026-01-28T12:55Z [----] followers, [--] engagements
"8/ Fidelity Investments announced it will introduce its own stablecoin the Fidelity Digital Dollar (FIDD) issued by Fidelity Digital Assets a national trust bank that recently received conditional regulatory approval. https://lumidanews.com/fidelity-enters-stablecoin-market-with-digital-dollar-backed-by-treasury-reserves/ https://lumidanews.com/fidelity-enters-stablecoin-market-with-digital-dollar-backed-by-treasury-reserves/"
X Link 2026-01-29T11:36Z [----] followers, [--] engagements
"Portfolio manager at Neuberger Berman: "We don't subscribe to the 'Sell America' trade. It's probably going to be investing less in America." Not outright selling. Just less money flowing in. The shift is already happening"
X Link 2026-01-29T15:24Z [----] followers, [---] engagements
"8/ Oracle Corp said it plans to raise $45$50 billion through a combination of equity issuance (including equity-linked and common equity) and a major bond sale early in [----] to build additional cloud infrastructure capacity. https://lumidanews.com/oracle-corp-plans-45-50b-capital-raise-to-fund-ai-cloud-buildout-as-cash-flow-turns-negative/ https://lumidanews.com/oracle-corp-plans-45-50b-capital-raise-to-fund-ai-cloud-buildout-as-cash-flow-turns-negative/"
X Link 2026-02-02T12:11Z [----] followers, [--] engagements
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