@Mayhem4Markets Avatar @Mayhem4Markets Markets & Mayhem

Markets & Mayhem posts on X about ai, stocks, bitcoin, in the the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

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Social Influence

Social category influence finance #3542 stocks #3114 technology brands 10.5% financial services #387 cryptocurrencies 6.3% countries 2.94% exchanges 1.68% celebrities 1.26% currencies 0.84% social networks 0.84%

Social topic influence ai #2609, stocks #825, bitcoin #5386, in the 5.04%, this is #4232, gold 3.78%, market #682, crypto #1314, silver #1101, goldman sachs #51

Top accounts mentioned or mentioned by @grok @bodhi5attva @aggiecapitalist @jpmorgan @girlmoneyguide @goldmansachs @foolrushingin @genzmoney97 @findleysfinance @cryptoparadyme @failcascade @ajbutton2 @gordianknotdev @paidinsilence @parabolicnotice @xopyc6 @jp_money_95630 @leveragemonkey @200pipss @minimaxai

Top assets mentioned Bitcoin (BTC) Goldman Sachs (GS) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) Palantir Technologies Inc. (PLTR) Strategy (MSTR) Iris Energy Limited (IREN) Intel Corporation (INTC) Metadium (META) SPDR S&P [---] ETF Trust (SPY) Oracle Corporation (ORCL) Microsoft Corp. (MSFT)

Top Social Posts

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

"Here's something you don't see every day. Short interest in $IREN is rising as the stock price surges. Some hedge funds are apparently increasingly confident that this company is a dud. Time will tell who's right but most of the time you see short covering into a surge"
X Link 2025-10-28T14:46Z 251.4K followers, 117.5K engagements

"Maybe @Amazon shouldn't have fired all those engineers @awscloud is down. Again. That's the third time in about two weeks 🥲"
X Link 2025-11-01T23:11Z 252.2K followers, 361.6K engagements

"This is how most (but not all) parabolic moves end"
X Link 2025-11-03T03:03Z 251.3K followers, 18.9K engagements

"A lot of altcoins are having a very bad time: "The MarketVector Digital Assets [---] Small-Cap Index which tracks the [--] smallest digital assets in a basket of [---] fell to its lowest level since November [----] on Sunday" Via BBG https://twitter.com/i/web/status/1990417927435137450 https://twitter.com/i/web/status/1990417927435137450"
X Link 2025-11-17T13:53Z 251.7K followers, [----] engagements

"Okay which one of you is responsible for this bloodbath in crypto 🤔😂"
X Link 2026-01-25T19:26Z 251.3K followers, 51.3K engagements

"$NVDA could shift [----] chip production to $INTC 👀"
X Link 2026-01-28T23:32Z 251.2K followers, [----] engagements

"When you zoom out on the broader market it becomes clear that we are seeing another rotation out of tech with some noteworthy exceptions like $META and $IBM and into other areas of the market. Beneficiaries include finance utilities consumer defensives energy and healthcare"
X Link 2026-01-29T15:46Z 251.4K followers, [----] engagements

"You can tune into my livestream for $AAPL earnings here. The release is expected around 4:30 pm and call at 5:00 pm ET. I'll be covering both live https://x.com/i/broadcasts/1DXxyWjLQLZGMs=20 https://x.com/i/broadcasts/1DXxyWjLQLZGMs=20"
X Link 2026-01-29T20:59Z 252.1K followers, 15.2K engagements

"Silver bulls got a brand new upside catalyst this morning. 😂"
X Link 2026-01-29T21:05Z 251.2K followers, 57.2K engagements

"$AAPL earnings out any minute now You can tune into my livestream for $AAPL earnings here. The release is expected around 4:30 pm and call at 5:00 pm ET. I'll be covering both live https://t.co/r5VrxOr9Ma You can tune into my livestream for $AAPL earnings here. The release is expected around 4:30 pm and call at 5:00 pm ET. I'll be covering both live https://t.co/r5VrxOr9Ma"
X Link 2026-01-29T21:27Z 252.1K followers, [----] engagements

"DEVELOPING: $AAPL earnings are out -- double beat. EPS $2.84 est. $2.68 ✅ Revenue $143.76B est. $138.40B ✅ iPhone Revenue $85.27B est. $78.31B ✅ Products Revenue $113.74B est. $107.69B ✅ Services Revenue $30.01B est. $30.02B iPad Revenue $8.60B est. $8.18B ✅ Mac Revenue $8.39B est. $9.13B ❌ Wearables Home & Accessories Revenue $11.49B est. $12.13B ❌ Americas Revenue $58.53B est. $59.06B ❌ Greater China Revenue $25.53B est. $21.82B ✅ Total Operating Expenses $18.38B est. $18.18B ✅ Operating Cash Flow $54B EPS growth +19% (new all-time EPS record) 🔥 Installed base exceeds 2.5B active devices"
X Link 2026-01-29T21:33Z 252.1K followers, 10.1K engagements

"$U is getting smashed down nearly 26% today after Google launches Project Genie. Project Genie allows the creation of dynamic interactive environments in real-time using generative AI"
X Link 2026-01-30T15:54Z 251.3K followers, 10.2K engagements

"Nobody wants to short $SPY or $QQQ. Is that complacency a sign of growing downside risk Via JP Morgan"
X Link 2026-01-30T20:25Z 251.2K followers, [----] engagements

"$TWO a game maker is down 13.88%"
X Link 2026-01-30T20:27Z 251.2K followers, [----] engagements

"$RBLX is selling down 14.62%"
X Link 2026-01-30T20:28Z 251.2K followers, [----] engagements

"The long US stocks trade is getting really really crowded. A meaningful pullback would be welcome and is increasingly likely with readings like this. BofA: ""89% of MSCI global stock indices trading above both 50-day & 200-day moving averages this week. Stocks in overbought territory (rule is 88% = sell signal for risk assets). https://twitter.com/i/web/status/2017338803632148510 https://twitter.com/i/web/status/2017338803632148510"
X Link 2026-01-30T20:47Z 251.3K followers, 27.7K engagements

"$ORCL is considering slashing up to [-----] jobs as the company struggles with the cost of its AI build-out"
X Link 2026-01-31T15:08Z 251.4K followers, 333.1K engagements

"Via @TheRegister"
X Link 2026-01-31T16:54Z 251.3K followers, 15.4K engagements

"There's really no reason to panic about this MoltBook stuff. A lot of it is being orchestrated specifically to generate the sensationalistic screenshots that are going viral. This isn't AGI or the singularity. It's just cringe entertainment at this point. Chill. 🧘♂"
X Link 2026-02-01T00:10Z 251.3K followers, 20.5K engagements

"Do you think the precious metals bull market is over Yes No. Yes No"
X Link 2026-02-02T00:39Z 251.2K followers, 16.8K engagements

"@SocieteGenerale @jpmorgan @BankofAmerica Here's the trend line I'm watching in the US dollar index. So far we've seen a modest bounce from it just as bearish positioning and flows became very extreme. I suspect a real struggle to break below this trend line and when it does metals will be bid quite aggressively"
X Link 2026-02-02T17:10Z 251.6K followers, [----] engagements

"$PLTR earnings are out with a DOUBLE BEAT Adj EPS of $0.25 vs $0.23 ✅ Revenue $1.41B vs $1.328B ✅ Sees Q1 revenue at $1.3B to $1.5B $PLTR earnings are out soon Estimates are for $0.23 EPS and $1.34B in sales for Q4 '25. Options are pricing in a +/- 9.8% move. The average next day move is +/- 16.5%. There's call wall resistance at $180 and put wall support at $140. Watch it live https://t.co/CjCkvW6HI9 $PLTR earnings are out soon Estimates are for $0.23 EPS and $1.34B in sales for Q4 '25. Options are pricing in a +/- 9.8% move. The average next day move is +/- 16.5%. There's call wall"
X Link 2026-02-02T21:06Z 251.9K followers, 13.6K engagements

"Correction: $PLTR sees Q1 revenue of $1.532B to $1.536B vs $1.318B estimate ✅ $PLTR sees FY26 sales of $7.182B to $7.198B vs $6.124B estimate ✅"
X Link 2026-02-02T21:11Z 251.9K followers, [----] engagements

"@SocieteGenerale @jpmorgan @BankofAmerica @TraderadeTweets Adding to the crowded US dollar short trade CTAs are also quite net short here via Deutsche Bank"
X Link 2026-02-02T21:43Z 251.6K followers, [----] engagements

"Here are my bullish above / bearish below pivots for the S&P [---] NASDAQ gold and silver. Good luck out there everyone Good morning friends Join me this morning at 9:00 am ET for a discussion about gold silver the stock market and bitcoin. I'll talk about where we are what I see in the markets and macro and then we'll do some live order flow analysis after the bell. https://t.co/66tdSjpbk7 Good morning friends Join me this morning at 9:00 am ET for a discussion about gold silver the stock market and bitcoin. I'll talk about where we are what I see in the markets and macro and then we'll do"
X Link 2026-02-03T14:35Z 251.4K followers, [----] engagements

"With $MSTR shares collapsing I'm really starting to appreciate what @saylor was trying to convey with this most unfortunate meme. 😂"
X Link 2026-02-03T17:17Z 251.2K followers, [----] engagements

"Intel CEO: Knowledgeable people told me US is behind China now on open source AI - Cisco AI Summit. $INTC (He's right)"
X Link 2026-02-03T18:03Z 251.4K followers, [----] engagements

"Software stocks are getting gutted again. The selling pressure is reaching a crescendo. There will be a big buying opportunity when it lets up. Make a shopping list"
X Link 2026-02-03T18:07Z 252.1K followers, 47.2K engagements

"An absolutely stunning divergence between software stocks and the S&P [---]. There is real panic selling in this space. Just what you want to see to make a shopping list of the beaten down gems"
X Link 2026-02-03T18:59Z 251.6K followers, 35.6K engagements

"$NVIDA CEO Jensen Huang: The Nvidia plan to invest in OpenAI is on track Via @CNBC"
X Link 2026-02-03T19:32Z 251.3K followers, [----] engagements

"Just in: $AMD earnings Adj EPS $1.53 vs $1.32 ✅ Rev. $10.27B vs $9.65B ✅ R&D Expenses $2.33B vs $2.16B ❌ CAPEX $222M vs $231.4M ✅ Adj. Oper Income $2.85B vs $2.47B ✅ Sees 1Q Rev. $9.5B TO $10.1B vs $9.39B ✅ Sees 1Q Adj Gross Margin About 55% vs 54.5% ✅ Shares down 5% AH We'll be covering $AMD earnings. Estimates are for $1.32 EPS and $9.65B in sales. Options are pricing in a +/- 7.7% move for the stock. Call wall at $260 and put wall at $220. Release around 4:15 pm ET and call at 5:00 pm ET. Watch it all live here https://t.co/dwyqCOuzL0 We'll be covering $AMD earnings. Estimates are for"
X Link 2026-02-03T21:22Z 251.8K followers, 13.8K engagements

"$PINS is one of the most disappointing stocks ever. Because they had this enormous opportunity to become a huge force in social commerce. Selling products right from their website. Supercharging revenue and creating powerful platform network effects. And they completely blew it. https://twitter.com/i/web/status/2018809435188060479 https://twitter.com/i/web/status/2018809435188060479"
X Link 2026-02-03T22:10Z 251.4K followers, [----] engagements

"Is $MSFT (blue) telling us where $QQQ (gold) is headed 🤔"
X Link 2026-02-03T22:22Z 251.8K followers, 28.9K engagements

"It's good when an entire country's stock market trades like a meme coin right Asking for a friend"
X Link 2026-02-04T00:19Z 251.8K followers, 11.7K engagements

"@EdwardKens50830 @GoldmanSachs it's adorable that you talk down to people and then at the same time assume this is a "last decade" problem. you need to go back. way back. 😂"
X Link 2026-02-04T04:36Z 251.4K followers, [---] engagements

"According to @kevinolearytv people don't "give a damn" about the Epstein files. Do you agree"
X Link 2026-02-04T20:16Z 251.3K followers, 10.6K engagements

"Developing: $GOOGL earnings are out Revenue $113.83B est. $111.4B ✅ Revenue ex-TAC $97.23B est. $95.17B ✅ Operating income $35.93B est. $36.95B ❌ Google Services revenue $95.86B est. $94.9B ✅ Google Advertising revenue $82.28B est. $80.89B ✅ Google Search & Other revenue $63.07B est. $61.37B ✅ YouTube Ads revenue $11.38B est. $11.78B ❌ Google Cloud revenue $17.66B est. $16.2B ✅ Capex $91.45B est. $28.17B 🤯🤯🤯 Watch the price reaction live $GOOGL Q4 [----] earnings are coming out after the bell with the call at 4:30 pm ET. Estimates are for $2.65 EPS and $95.2B in sales Options imply a move of"
X Link 2026-02-04T21:04Z 251.9K followers, 12.9K engagements

"$GOOGL's conference call is starting now. Watch it live right here with the price reaction. https://x.com/i/broadcasts/1DXxyWdVZzPGM https://x.com/i/broadcasts/1DXxyWdVZzPGM"
X Link 2026-02-04T21:29Z 251.7K followers, [----] engagements

"I have to wonder what it's like to be this high. 🥴"
X Link 2026-02-04T22:58Z 251.6K followers, 77.8K engagements

"It's remarkable that one could buy a nice car and then on top of that have to pay rent to access its features They call it get this "features-as-a-service." Incredible"
X Link 2026-02-05T00:20Z 251.2K followers, 10.5K engagements

"Another bloodbath in crypto . . "
X Link 2026-02-05T02:16Z 251.3K followers, 28.2K engagements

"The hype cycle around Gartner's stock broke down rather violently to the trough of disillusionment. $IT"
X Link 2026-02-05T02:19Z 251.6K followers, [----] engagements

"Good morning friends Silver remains volatile along with the rest of the markets. Tune in to watch the price action live complete with flow alerts and live news. https://x.com/i/broadcasts/1PlKQObrQvdJE https://x.com/i/broadcasts/1PlKQObrQvdJE"
X Link 2026-02-05T14:32Z 252.1K followers, 16.6K engagements

"We talked about putting on hedges on January 20th as a way to offset risk in a market where nobody wants to hedge. That's how these things tend to go. We get to extremes where there's universal bullishness. The trade gets lopsided. Then down we go until that resets"
X Link 2026-02-05T15:20Z 251.3K followers, [----] engagements

"Check out some of the replies to this post. Wonder how these $MSTR uberbulls are doing now. 😂 $MSTR financial highlights . . . https://t.co/cyJ2Sc69kM $MSTR financial highlights . . . https://t.co/cyJ2Sc69kM"
X Link 2026-02-05T17:20Z 252.1K followers, [----] engagements

"Selling pressure in crypto is intensifying. Will bitcoin hold over $60K 🤔 Bitcoin drops below $70K and Ether loses $2000 as crypto volatility continues. Watch the price action live complete with flow alerts and a real-time liquidity heatmap. https://t.co/cFFB2eG9AO Bitcoin drops below $70K and Ether loses $2000 as crypto volatility continues. Watch the price action live complete with flow alerts and a real-time liquidity heatmap. https://t.co/cFFB2eG9AO"
X Link 2026-02-05T20:56Z 251.2K followers, [----] engagements

"Seeing $MSTR's bitcoin position get liquidated would make me bullish about the potential for a big bounce. Because I think that would be the time when we see the cascade selling that causes massive deleveraging across the space. At that point it would be a much more "de-risked" asset. That doesn't mean I'd want to HODL it forever. Just a bounce from an extreme in negative flow and sentiment is all I'd want to capture. https://twitter.com/i/web/status/2019521836560839052 https://twitter.com/i/web/status/2019521836560839052"
X Link 2026-02-05T21:21Z 252.1K followers, 16.1K engagements

"There are so many margin calls going on right now it's insane. Don't lever up if you don't know EXACTLY how to manage that increased risk. Don't overconcentrate in volatile positions. Don't think you're smarter than the market. Manage your risk first and foremost"
X Link 2026-02-05T21:37Z 251.3K followers, [----] engagements

"Corporate layoffs in the US during January were the most to start a year since [----]. Let that sink in"
X Link 2026-02-05T22:38Z 251.4K followers, [----] engagements

"$IREN is a troubled company. Signs have been there for a while. The whole "neocloud" space is just where the larger techs are outsourcing their genAI risk. You know in case the whole growth narrative doesn't pan out. Shares are down about 24% after hours as the firm reports a $155.4M net loss. Higher than expected. Here's something you don't see every day. Short interest in $IREN is rising as the stock price surges. Some hedge funds are apparently increasingly confident that this company is a dud. Time will tell who's right but most of the time you see short covering into a surge."
X Link 2026-02-05T23:05Z 251.4K followers, 48.1K engagements

""Why don't younger people want to start a family" 🤔"
X Link 2026-02-05T23:55Z 252.1K followers, 115.1K engagements

"Insiders continue to sell down their holdings. It's almost as if they knew something was coming. Interesting"
X Link 2026-02-06T00:13Z 251.3K followers, 12.8K engagements

"Consumers are feeling worse than they did during the COVID crash. We're back to levels not seen since [----]. Why The K-shaped economy. Most American households are being left behind. They don't have a large amount of assets. Instead they're taking on more liabilities to fund their rising cost of living. The top 10% are loving this environment. But hard working families are being ground into dust by politicians that serve economic elites over their interests. It's not a problem with one party or another. It's a problem that exposes the rot within our political system. Two "parties" that both"
X Link 2026-02-06T00:36Z 252.2K followers, 29.1K engagements

"Join me for an interactive overview on what's going on in the markets and live order flow analysis after the bell. https://x.com/i/broadcasts/1MnGnPwmvrwxO https://x.com/i/broadcasts/1MnGnPwmvrwxO"
X Link 2026-02-10T14:02Z 251.8K followers, 14.9K engagements

"Here are this week's bullish above / bearish below pivots for the S&P [---] NASDAQ gold and silver. Good luck out there friends Join me for an interactive overview on what's going on in the markets and live order flow analysis after the bell. https://t.co/8h1LOK28UV Join me for an interactive overview on what's going on in the markets and live order flow analysis after the bell. https://t.co/8h1LOK28UV"
X Link 2026-02-10T14:30Z 251.6K followers, [----] engagements

"This is wild: "Tether remains the largest non-sovereign buyer of physical gold and now ranks within the top [--] global gold holders surpassing countries like Australia the UAE Qatar South Korea and Greece." Via @GOLDCOUNCIL https://twitter.com/i/web/status/2021249501978140795 https://twitter.com/i/web/status/2021249501978140795"
X Link 2026-02-10T15:46Z 251.7K followers, [----] engagements

"Commodity fund inflows have slowed significantly over the last couple of weeks per @EPFR. I see this as buyers taking their foot off the gas pedal but nobody is hitting the breaks yet. I still believe commodities can run from here given the backdrop of aggressive spending"
X Link 2026-02-10T16:18Z 251.6K followers, [----] engagements

"So far so good on this $UI swing long. The stock is trading $723 today vs $563 when I shared this idea with members Will close out the position at $750. 😎👍"
X Link 2026-02-10T17:10Z 251.8K followers, [----] engagements

"Fed's Hammack: It is important to get 2% inflation before changing rates again"
X Link 2026-02-10T17:53Z 251.8K followers, [----] engagements

"Here comes the big squeeze Shorts have stacked up record bets against SaaS per JP Morgan. You know what they say about shorting into the hole right 😂 I just posted a solid swing long idea in the space that I think has great r/r and upside potential from here for members"
X Link 2026-02-10T18:03Z 251.6K followers, [----] engagements

"Interesting. Personally I find AI to help me improve productivity as a force multiplier. This study says otherwise. What has your experience been 🤔 "A 8-month field study at a US tech company with about [---] employees found that AI use did not shrink work it intensified it and made employees busier. Task expansion happened because AI filled in gaps in knowledge so people started doing work that used to belong to other roles or would have been outsourced or deferred.""
X Link 2026-02-10T19:47Z 251.7K followers, [----] engagements

"Still feeling ultra bearish on SaaS stocks The six-month rolling relative returns are worse than the Dot Com bust. Maybe they can bounce a bit from here 🤔 Via @jpmorgan"
X Link 2026-02-10T19:56Z 251.8K followers, 25K engagements

"SaaS stocks are also cheaper than they were during "Liberation Day". Back to late-2022 valuations. 🧐 Via @jpmorgan"
X Link 2026-02-10T20:02Z 251.7K followers, [----] engagements

"@200pipss @jpmorgan @TraderadeTweets Term quite old. Two decades or so Software-as-a-Service aka subscription or pay-as-you-go models"
X Link 2026-02-10T20:17Z 251.6K followers, [---] engagements

"@jpmorgan Guess who's buying the SaaS dip We are. Record retail inflows via Vanda"
X Link 2026-02-10T20:22Z 251.7K followers, [----] engagements

"Maybe we aren't as back as we thought: $HOOD"
X Link 2026-02-10T21:31Z 251.7K followers, [----] engagements

"My guess would be a tanker seizure by Feb 28th as I think we'll see some back-and-forth between the US and Iran trying to restart talks. But I don't think the talks really resume or go anywhere so there will likely be more escalation such as a seizure. 🚨 NEW POLYMARKET: U.S. forces seize another oil tanker by. https://t.co/B27qWz7rny 🚨 NEW POLYMARKET: U.S. forces seize another oil tanker by. https://t.co/B27qWz7rny"
X Link 2026-02-10T22:11Z 251.7K followers, [----] engagements

"Looking forward to some terrible jobs data 🥳"
X Link 2026-02-11T01:10Z 252.3K followers, 23.1K engagements

"Soon stocks and options will trade 24/7 and everyone will hate it. 😂"
X Link 2026-02-11T02:35Z 251.8K followers, 14.3K engagements

"Also the math ain't mathing"
X Link 2026-02-11T02:58Z 251.8K followers, [----] engagements

"gm. I'm sure he was just Zucking aorund. 😂"
X Link 2026-02-12T14:41Z 252.1K followers, [----] engagements

"@failcascade @MiniMax_AI I mean 192GB is more than enough. :-) 5-bit Unsloth Dynamic quants help to improve overall quality quite a bit. With that and 8-bit context should be able to get about 200K tokens. Then can use techniques like DCP to minimize window growth and keep speed high"
X Link 2026-02-12T17:13Z 251.9K followers, [---] engagements

"Also think unified memory architectures will make having to get a discrete GPU much less important if all one is doing is basic inference. The Macs are doing a great job demonstrating that value and so are the specialized systems like the AMD AI Max 395+. As time goes on the cost for inference is going to go down even more. https://twitter.com/i/web/status/2022078764801290614 https://twitter.com/i/web/status/2022078764801290614"
X Link 2026-02-12T22:42Z 252K followers, [--] engagements

"gm. don't be like this guy. always use stops. 🍵"
X Link 2026-02-13T13:28Z 252.2K followers, [----] engagements

"@dnlkwk it's wild"
X Link 2026-02-13T14:10Z 252.2K followers, [---] engagements

"@AJButton2 so he's the GOAT at doubting bitcoin he's not rare in that view"
X Link 2026-02-13T15:28Z 252.2K followers, [--] engagements

"It absolutely cooked on this simple test. Took about [--] minutes and MiniMax-M2.5 one-shotted a fully functional web-based Tetris clone with [--] levels of increasing difficulty. Not bad. Time to dig in even more now. :-)"
X Link 2026-02-13T18:09Z 252.3K followers, [----] engagements

"Emerging markets and hot as they see the highest inflows in over two decades. There are still plenty of opportunities. Do your homework. Make a list"
X Link 2026-02-13T23:42Z 252.3K followers, 12K engagements

"One of the few presidential candidates I supported was Ron Paul. He didn't want endless wars. He wasn't in favor of Wall Street over Main Street. He didn't think the government should be bloated and wasteful. He warned about what was to come too"
X Link 2026-02-14T16:40Z 252.3K followers, [----] engagements

"@simplehuman2024 So then by that logic there's no reason for him to critique Buffett at all. No crying in the casino about the asymmetry of information. Nobody to blame but one's self for not knowing what we don't know. Lol"
X Link 2026-02-14T22:10Z 252.3K followers, [----] engagements

"The people that are making this a China vs US argument are missing the bigger picture. It's actually about density of intelligence and the evolution of both efficiency and open models. It is a game changer. An objective analysis of the progress in this regard over the last year shows as much"
X Link 2026-02-15T01:01Z 252.3K followers, [----] engagements

"Narratives change and evolve. AI is no different. In prior quarters we kept hearing mentions of AI and how much it is expected to help companies increase productivity. Now we're hearing more and more about AI disruption to businesses. The SaaS space also experienced its worst rolling six month returns ever. Exceeding the Dot Com bust. I do think that we're going into extremes pricing in the fear of disruption to a lot of companies. Some of the disruption is real and will accelerate over time. But there's also an increasingly fear-driven reflex to simply discount stocks because of an"
X Link 2026-02-15T22:14Z 252.3K followers, [----] engagements

"🎯 @Mayhem4Markets Yep. the pushback will come when investors start questioning why they're paying up for businesses where FCF is trending towards zero with no recovery in sight https://t.co/X0s2VuGacl @Mayhem4Markets Yep. the pushback will come when investors start questioning why they're paying up for businesses where FCF is trending towards zero with no recovery in sight https://t.co/X0s2VuGacl"
X Link 2026-02-15T22:33Z 252.3K followers, [----] engagements

"@KimDotcom This is such a strange post. There are zero citations. No credible sources whatsoever. Just a rumor about a hack that more than likely never happened. If you have a source share it. Otherwise consider walking this nonsense back"
X Link 2026-02-15T23:33Z 252.3K followers, 25.5K engagements

"@GordianKnotDev Yeah going back two+ years to dig up dirt. You can find unethical activities from just about every company out there. If ethics define investing then the S&P [---] is off limits. Sad to say but it's true"
X Link 2026-02-16T00:46Z 252.3K followers, [---] engagements

"Is this how market tops form Asking for some friends here. 🙃"
X Link 2026-02-12T16:40Z 252.3K followers, 53.8K engagements

"Wow. Tech employment trends are accelerating to the downside. 🚨 Via @GoldmanSachs"
X Link 2026-02-13T20:03Z 252.3K followers, 49.8K engagements

"The US consumer is showing more signs of stress. 🚨 - 12.7% of credit card balances are [--] or more days late a level not seen since [----]. - Auto loan delinquencies are also elevated hitting 5.21% and recently peaking at levels not seen since just before the COVID crash"
X Link 2026-02-13T21:38Z 252.3K followers, 17.2K engagements

"Hyperscaler bond spreads have been widening as AI CapEx spending plans concern debt markets. 🚨"
X Link 2026-02-14T02:49Z 252.3K followers, [----] engagements

"The argument is often a blend of utility and artificial scarcity for the more promising pitches. But the likelihood of a repeat performance in total returns for another token seems pretty unlikely doesn't it"
X Link 2026-02-15T01:17Z 252.3K followers, [----] engagements

"The growing market for credit default swaps against technology company debt suggests that creditors are increasingly nervous about AI CapEx spending -- both past and present"
X Link 2026-02-15T14:58Z 252.3K followers, 14.3K engagements

"@PaidInSilence I'm not sure that we can conflate the two though. Volatility makes bitcoin less attractive to adopt at scale. That element is what drives speculators into crypto in hopes of winning the lottery. Utility on the other hand would want an appreciably less volatile token"
X Link 2026-02-15T16:16Z 252.3K followers, [--] engagements

"Before we talk about AI consuming entire industries perhaps we should get back to the basics. Reasoning is still a challenge for many models. Take a simple logic-driven scenario like should I walk or drive my car to the car wash and sometimes you'll see some rather remarkable gaps in reasoning. This video which has been repeated in text-based interactions as well illustrates this folly in ChatGPT. But ChatGPT isn't alone in this. Because the core construct of LLMs is that they are probability engines. Driven by multiplication matrices of inferred relationships between data. They confidently"
X Link 2026-02-15T17:46Z 252.3K followers, 15.5K engagements

"The build-up was also very strange was it not Why is that not getting more attention. The draw after such an outlier is absolutely to be expected and not extremely unusual. But that doesn't change the backdrop. Most are not able to or prepared to take physical delivery and would be liquidated to cash if they held positions. That's how futures brokers are configured by default. Also even after this "massive drain" we're still higher than the last decade's average inventory. By a lot. I've traded metals for [--] years seen a lot of crazy stuff. I think a mountain is being made out of a mole hill"
X Link 2026-02-15T19:29Z 252.3K followers, [---] engagements

"@mattob Typically risk-on appetites strengthen after mid-March in equities. Not sure if that translates to crypto seasonality though. My gut tells me that's going to be a lot more about the abundance of liquidity -- which right now is rather low"
X Link 2026-02-15T20:39Z 252.3K followers, [---] engagements

"@ballpointdisco The new arms race is density of intelligence rather than sheer scale"
X Link 2026-02-15T21:52Z 252.3K followers, [---] engagements

"@elonmusk @raul_1329 @BasedTorba Will we see more models open sourced from xAI/Grok Been a minute"
X Link 2026-02-15T22:23Z 252.3K followers, [---] engagements

"@ParabolicNotice @IAmCryptoWolfy @SBF_FTX Making my point for me here"
X Link 2026-02-16T03:25Z 252.3K followers, [--] engagements

"Gold seems to be the winner respondents were correct"
X Link 2022-04-29T18:39Z 252.3K followers, [--] engagements

"There's far too much talk around these parts about how the dollar will be vanishing from global trade imminently but the reality is this is a process that takes decades. First the greenback makes up nearly 60% of global foreign exchange reserves. That's pretty massive 1/"
X Link 2023-03-30T01:47Z 252.3K followers, 1.8M engagements

"Bank failures since [----] Found on WSB"
X Link 2023-05-03T03:44Z 252.3K followers, 419.4K engagements

"A dollar from [----] is worth just over $0.04 today but that same dollar invested in stocks would be worth $2.3 million now after [---] years Gold would be worth just $4.06 "
X Link 2023-09-02T22:51Z 252.3K followers, 815.2K engagements

"Saudi Arabia is dumping their US Treasury holdings 👀 Feb 2020: $184B Jun 2023: $108B"
X Link 2023-09-09T21:49Z 252.3K followers, 1.7M engagements

"@BillAckman Did you perhaps reset that standard with this tweet"
X Link 2024-01-07T14:24Z 252.3K followers, 3.5M engagements

"Ah to be self-made. Must be nice. 😂"
X Link 2024-05-10T11:15Z 252.3K followers, 2.7M engagements

"Naysayers: "The dollar isn't backed by anything" The dollar:"
X Link 2024-09-02T17:42Z 252.3K followers, 4.2M engagements

"DeepSeek has apparently spent over $500 million on $NVDA chips despite low-cost AI claim per SemiAnalysis via @FT🤔 Apparently the market is not too happy to see US AI supremacy in question by DeepSeek's R1 reasoning LLM. NASDAQ futures are down 1.77% and S&P [---] futures are off by 0.84% as I write this and news of DeepSeek continues to circulate. My thoughts on the situation: 1) We don't https://t.co/zZGMpit5Ri Apparently the market is not too happy to see US AI supremacy in question by DeepSeek's R1 reasoning LLM. NASDAQ futures are down 1.77% and S&P [---] futures are off by 0.84% as I write"
X Link 2025-01-28T19:45Z 252.3K followers, 531.3K engagements

"The real trick Buy the close sell the open. That's the trade"
X Link 2025-03-11T22:31Z 252.3K followers, 913.3K engagements

"Green smoke emerging from the White House indicates that the futures pump is on tonight"
X Link 2025-05-11T12:50Z 252.3K followers, 431.8K engagements

"How trading has evolved in 2025"
X Link 2025-05-11T12:52Z 252.3K followers, 2M engagements

"Now this is pretty crazy. If you net out tech from the global stock market it's been just moving sideways for years. Chart: Goldman Sachs"
X Link 2025-06-06T18:14Z 252.3K followers, 811K engagements

"Wow. If you net out the Mag [--] from the S&P [---] the remaining [---] stocks have barely gone anywhere in over a decade (comparatively speaking). Chart: Goldman Sachs Now this is pretty crazy. If you net out tech from the global stock market it's been just moving sideways for years. Chart: Goldman Sachs https://t.co/1v39DGnVKT Now this is pretty crazy. If you net out tech from the global stock market it's been just moving sideways for years. Chart: Goldman Sachs https://t.co/1v39DGnVKT"
X Link 2025-06-06T18:47Z 252.3K followers, 1.4M engagements

"AI was made for memes 😂"
X Link 2025-06-07T15:06Z 252.3K followers, 391.7K engagements

"Wow. 95% of organizations investing in generative AI have little or nothing to show for it per @MIT"
X Link 2025-08-18T20:20Z 252.2K followers, 314.4K engagements

"Meanwhile . . "
X Link 2025-10-10T15:14Z 252.3K followers, 410.6K engagements

"Burry'd alive ☠"
X Link 2025-11-10T18:30Z 252.3K followers, 239.8K engagements

"$GOOGL's AI supply chain"
X Link 2025-12-31T15:16Z 252.3K followers, 29.2K engagements

"Here are the most crowded shorts and longs as we enter earnings season. 👀"
X Link 2026-01-15T21:33Z 252.3K followers, [----] engagements

"The dollar is no longer a safe haven. Treasury bonds are no longer a safe haven. Bitcoin was never a safe haven. Gold and silver have reclaimed their historical role as the safe havens of choice"
X Link 2026-01-29T00:24Z 252.3K followers, 72.5K engagements

"Stop trying to fade trends and start riding them"
X Link 2026-01-29T02:41Z 252.3K followers, [----] engagements

"Sam Altman is one of the worst corporate leaders I've ever seen. He has no real plan. He's not charismatic. He has a history of pitting his subordinates against each other rather than team building. OpenAI under his leadership is lagging behind their competition more and more. I think that the drama between Nvidia and OpenAI also suggests that OpenAI's management is negligent and incompetent. But more than that remember the promises of PhD-level AI We were supposed to see that already from this firm. Instead they've pivoted to video slop erotica and running ads. All "last resort" plays for a"
X Link 2026-02-03T16:31Z 252.3K followers, 95.1K engagements

"There are NO excuses. There is NO defense. @GoldmanSachs you're on blast. You can't pretend this is OK. It's not. Fire Ruemmler. She's complicit. Called Epstein "Uncle Jeffrey" and spoke of him as "another older brother". She took tens of thousands in gifts. Even slept with one of Epstein's lawyers and then forwarded the email from his aggrieved wife to Epstein. She spoke of Epstein with adoration saying "I adore him". There's no denying she knew how awful of a human being he was. Goldman continues to inexplicably defend and retain Ruemmler as their General Counsel. This complicity suggests"
X Link 2026-02-04T02:22Z 252.3K followers, 14.4K engagements

"There is a huge difference between artificial and actual scarcity. Once you appreciate this and the long-term implications you'll realize why it makes more sense to own gold than bitcoin"
X Link 2026-02-05T19:00Z 252.3K followers, [----] engagements

"Q4 [----] Earnings are out for $AMZN. Another huge CapEx surprise guiding for $200B of spending in [----] vs estimates of 146.11B. Shares falling down 10% after hours. Here's the breakdown: EPS $1.95 est. $1.96 ❌ Net Sales $213.39B est. $211.49B ✅ Sees Q1 Net Sales $173.5B$178.5B est. $175.54B 🤷♂ Sees Q1 Operating Income $16.5B$21.5B est. $22.24B ❌ Operating Income $24.98B est. $24.82B ✅ Operating Margin 11.7% est. 11.7% 🤷♂ AWS Net Sales $35.58B est. $34.88B ✅ AWS Net Sales ex-FX +24% est. +21% ✅ North America Net Sales $127.08B est. $127.21B ❌ Physical Stores Net Sales $5.86B est. $5.88B ❌"
X Link 2026-02-05T21:08Z 252.3K followers, 33.8K engagements

"Is $MSTR F C K E D 🤔"
X Link 2026-02-05T22:28Z 252.3K followers, 13.7K engagements

"The S&P [---] is not cheap here. Via @GoldmanSachs"
X Link 2026-02-11T02:17Z 252.3K followers, [----] engagements

"The risk-off rotation into safety continues with utilities healthcare and consumer defensives bid as tech skids. The genAI growth narrative remains under scrutiny as CapEx surges. This ongoing rotation is why we thought [----] was a great year to add to defensive allocations"
X Link 2026-02-12T16:31Z 252.3K followers, [----] engagements

"I hear things are going really well at xAI"
X Link 2026-02-13T02:11Z 252.3K followers, 21.3K engagements

"Just got the quantized weights downloaded and am running a few tests. So far I can say MiniMax-M2.5 is definitely faster than its predecessor by about 20-30%. That's a nice improvement for an already very fast model. Now working on some agentic coding tests using OpenCode as a harness. Will also experiment with Droid and Claude Code (but directing them to use MiniMax-M2.5. One simple and even a bit silly test I like to run on every model is whether it can one-shot a decent web-based Tetris game. Let's see how M2.5 does on this very simple test. :-)"
X Link 2026-02-13T18:06Z 252.3K followers, [----] engagements

"@Ambroise23968 No. My workstation has 192GB of VRAM. I am currently running a 4-bit quantized version of M2.5 right. Looking forward to the 5-bit weights when they drop. 192GB of VRAM is more than enough to run this model at a decent precision with plenty of high quality context"
X Link 2026-02-13T18:36Z 252.3K followers, [--] engagements

"@sjollivier if that's true how does one account for the triple digit commercial sales growth and platform stickiness"
X Link 2026-02-13T20:04Z 252.3K followers, [--] engagements

"@Mars_2Earth Yeah he's not really a conservative. It's actually remarkable how loyal folks are to his ever shifting ideals as he makes it clear he wants the government to have more and not less power to spend more and not less to waste more and not less"
X Link 2026-02-14T18:36Z 252.3K followers, [--] engagements

"@ai_hyperbull It all does matter. The era of efficiency isn't going away. You can choose to ignore it and believe it has a minimal impact. That's fine. Maybe you'll be right but in all likelihood you won't be as you continue to shift goalposts in order to make a more and more narrow point"
X Link 2026-02-14T19:47Z 252.3K followers, [--] engagements

"@Bodhi5attva Perhaps but if Buffett is a fraud then so is the majority of Wall Street"
X Link 2026-02-14T22:11Z 252.3K followers, [----] engagements

"@PaidInSilence That does seem to be the case which isn't really a good thing for the space"
X Link 2026-02-15T01:23Z 252.3K followers, [--] engagements

"@TheAhmadOsman @meta_alchemist Not cool"
X Link 2026-02-15T14:15Z 252.3K followers, [---] engagements

"Same. What he was able to accomplish wasn't simply from insider info. He wasn't trading these events episodically based on a heads up. He was instead investing for very long time horizons. The fact that he was able to put more capital at risk and achieve market beating results is actually impressive. Add to it there really aren't a lot of other investors that can show similar results over long time horizons. Suggesting that if it was as easy as having an asymmetrical info advantage then we should see a lot more outliers. But we don't"
X Link 2026-02-15T17:47Z 252.3K followers, [--] engagements

"@zephyr_z9 @yifan_zhang_ Innovation acceleration underway"
X Link 2026-02-15T18:03Z 252.3K followers, [---] engagements

"Nope. Wouldn't think that any platform could be but to spend a lot of time marketing the platform as 'democraticizing finance' and being an alternative to a Bloomberg terminal and then offering an incredibly sparse platform with minimal features and a significant amount of show stopping bugs is somewhat problematic. The reality should at least attempt to meet what the company's CEO describes as its product. Even almost a year later it does not. More: https://x.com/searchq=from%3A%40AravSrinivas%20bloomberg&src=typed_query&f=live"
X Link 2026-02-15T19:51Z 252.3K followers, [--] engagements

"Artificial scarcity = artificial hardness The demand is from those speculating on higher prices not seeing safety from geopolitical unrest or economic uncertainty. Traditionally hard assets thrive during times of stress but bitcoin recoils. It loses value. Because it's a relief valve for excess speculative liquidity. A high beta vehicle to bet on. But it does not perform like a hard asset. https://twitter.com/i/web/status/2023130132332876120 https://twitter.com/i/web/status/2023130132332876120"
X Link 2026-02-15T20:19Z 252.3K followers, [--] engagements

"If others could get the same deals During GFC you saw a lot of sweetheart deals being made by companies that would have otherwise failed. Buffett was one of several investors that was smart enough to be well-capitalized and take advantage of those special situations. Your point of if we're both money managers and you happen to be smart enough to be well-capitalized so that you can even make those deals would certainly make you the better manager. But that is hardly related to deal making. It's related to having the capital to make the deal. Buffett has always been an investor with cash on"
X Link 2026-02-15T20:23Z 252.3K followers, [--] engagements

"What's interesting about all of this is that there are probably ways to construct synthetic vehicles that would be able to provide such utility but they'd probably have to be part of things like prediction markets tokens etc rather than an ETF/ETN. Happy to be wrong though. Would love to see these as exchange-traded vehicles for managing sectoral debt risk. https://twitter.com/i/web/status/2023134654786846925 https://twitter.com/i/web/status/2023134654786846925"
X Link 2026-02-15T20:37Z 252.3K followers, [--] engagements

"@XOPYC6 Fair point but $WMT and $KO are hardly the only defensive stocks out there. On the other side of the coin there's $GIS trading at a NTM PE of [-----]. Many others like it too"
X Link 2026-02-15T20:39Z 252.3K followers, [--] engagements

"Guess what's bouncing back today Small caps. Outperforming their large cap counterparts across value core and growth gains. Mid caps are not too far behind. Large caps are underperforming but the value bid is certainly worth noting. Rotation rotation rotation. 🕺"
X Link 2026-02-13T17:47Z 252.3K followers, [----] engagements

"@ai_hyperbull Not so sure about that"
X Link 2026-02-14T18:00Z 252.3K followers, [----] engagements

"This is what it looks like when the pied piper of Ponzi doesn't even believe his own lies anymore"
X Link 2026-02-14T18:40Z 252.3K followers, 143.4K engagements

"The path is always towards more efficiency when it comes to technology. For example Nvidia's NVFP4 quantization method can significantly reduce power usage. In this demonstration NVFP4 on Blackwell is 50x more energy efficient than the prior Hopper architecture. The efficiency evolution continues. We'll need less overall hardware and energy resources to accomplish the same. Then you factor for growing intelligence density in newer open weight models and that also saves power and reduces hardware needs. All of this means that over this year we're going to see more and more progress. Technology"
X Link 2026-02-15T14:47Z 252.3K followers, [----] engagements

"@firstadopter The token generation rate on the Macs is suboptimal. Really not sure why they are as popular as they are. I guess if one is only running inference on sparse MoE LLMs it's not terrible but I'm not patient enough"
X Link 2026-02-15T19:08Z 252.3K followers, [---] engagements

"Debt . doomers 😂 That sounds catchy but nowhere am I a debt doomer. In fact if anything history proves that as deficit spending accelerates so too does debasement. One can look at various time horizons and geographies to see the same thing. I also didn't say anything even vaguely bearish about equity returns. Instead I said precious metals are a good diversification tool in one's portfolio. Seems a bit like you didn't read the post and are just responding in a very generic way. AI bot Or just lazy 😂 https://twitter.com/i/web/status/2023128860045316142"
X Link 2026-02-15T20:14Z 252.3K followers, [---] engagements

"Checking in on crypto . . "
X Link 2026-02-15T23:02Z 252.3K followers, [----] engagements

"Bless this mess we call FinTwit. 🥲"
X Link 2026-02-16T05:02Z 252.3K followers, 20.2K engagements

"The drawdown in COMEX silver inventory has gotten a lot of attention. But what about the sharp build before that Even after this decline we're still at inventory levels that are well above the average of the last decade. It's unlikely that the exchange struggles to meet demand. Particularly given that most futures and options on silver are from speculators that are not willing or able to take physical delivery. I'm still bullish on silver over the long-term but this shake out that we're seeing was overdue. Speculation got very lopsided on the long side as seen in options skew and ETF flows."
X Link 2026-02-16T15:55Z 252.3K followers, [----] engagements

"30 just ain't what it used to be"
X Link 2024-09-16T02:02Z 252.3K followers, 486.1K engagements

"Apparently the market is not too happy to see US AI supremacy in question by DeepSeek's R1 reasoning LLM. NASDAQ futures are down 1.77% and S&P [---] futures are off by 0.84% as I write this and news of DeepSeek continues to circulate. My thoughts on the situation: 1) We don't know how many actual GPUs were used by DeepSeek due to export restrictions. China could have massively understated them to create this exact impact: having people question US AI supremacy. 2) If we are to assume the $500M figure is accurate that would indicate that DeepSeek has found a significantly more efficient path"
X Link 2025-01-27T04:01Z 252.3K followers, 532.6K engagements

"Oh that sounds fun"
X Link 2025-10-03T18:36Z 252.3K followers, 345.3K engagements

"Who made this 🤣"
X Link 2025-10-11T13:27Z 252.3K followers, 2.2M engagements

"Pretty much 😅😂🤣"
X Link 2025-10-22T13:45Z 252.3K followers, 305.6K engagements

"Such an interesting change in perspective. 🙃 NO ONE IS COMING TO HELP YOU YOURE ON YOUR OWN ACT ACCORDINGLY NO ONE IS COMING TO HELP YOU YOURE ON YOUR OWN ACT ACCORDINGLY"
X Link 2025-10-28T16:47Z 252.3K followers, 205.3K engagements

"@AaronRentfrew @Bitcoin_Teddy So hard"
X Link 2026-02-14T15:41Z 252.3K followers, [--] engagements

"There are already closed models trained on Blackwell. Not sure why you think a specific architecture would allow training to deliver better intelligence density. The biggest deal about Blackwell is 4-bit acceleration on quants like NVFP4. That's not unique to models being trained on the chip though. It's all about what quantization method is used and which chips inference is run on. https://twitter.com/i/web/status/2022796518189621652 https://twitter.com/i/web/status/2022796518189621652"
X Link 2026-02-14T22:14Z 252.3K followers, [---] engagements

"@girlmoneyguide @em013L Yes it's disappointing that Michael Burry is not willing to engage in debates on the merits. You don't find that disappointing"
X Link 2026-02-15T15:24Z 252.3K followers, [--] engagements

"@foolrushingin @N0pes It is not one of the most liquid markets in the world. If it was it would not be so volatile"
X Link 2026-02-15T15:48Z 252.3K followers, [--] engagements

"@Alice_MiaX If we break the bottom of this trading range in #ES_F then we're likely to re-test the November lows"
X Link 2026-02-15T19:11Z 252.3K followers, [---] engagements

"Comparing bitcoin something with minimal utility to the Internet an interconnecting technology with maximum utility and a platform that modern technology has been built upon is a bit disconcerting. The two primary utilities that bitcoin providers are the ability to speculate in a high beta vehicle and transfer funds. That's not the kind of ecology that is transformational. And after almost [--] years there's minimal progress in seeing bitcoin used in commerce at a large scale. Meanwhile the Internet over that same [--] year period is remarkably transformed. Faster much more utilized accessible to"
X Link 2026-02-15T20:11Z 252.3K followers, [--] engagements

"@fiveways65 @KimDotcom So let's yell fire in a crowded theater because it builds engagement An "AI agent" supposedly gained superuser access to a platform that doesn't even have that sort of access to its backend for AI agents That's interesting. Are your lights on"
X Link 2026-02-16T00:27Z 252.3K followers, [--] engagements

"Gen-Z is done with booze. 🥲"
X Link 2026-01-27T17:46Z 252.3K followers, 6M engagements

"It's almost time to buy software stocks with both hands. Chart via @GoldmanSachs"
X Link 2026-02-01T15:51Z 252.3K followers, 78.5K engagements

"We know you're in panic mode. Things at OpenAI are not going well. You described running ads as a "last resort". I imagine pivoting to AI video slop and erotica were also a "last resort". This from a company that promised the world PhD-level AI but has yet to deliver as they slip behind competitors like . checks notes . ah yes. Anthropic. And I'm not even a huge Anthropic fan. I prefer local inference but it's clear as day that OpenAI ceded their lead against Anthropic Google and others and is now flailing around aimlessly. All of these circular AI deals have also tied the fate of many"
X Link 2026-02-04T21:48Z 252.3K followers, 24.8K engagements

"Creepy and terrible"
X Link 2026-02-14T04:53Z 252.3K followers, [----] engagements

"@MssrGreenfinger Would only be defamation if I didn't believe it was true. (I believe what I said is true)"
X Link 2026-02-14T19:36Z 252.3K followers, [----] engagements

"Chamath does not have a leg to stand on. He was paid to endorse SPACs that he knew were garbage companies. At the same time he promoted himself as this generation's Warren Buffett. He claimed he was democratizing investor access to early stage companies. Instead in almost every case he left people holding worthless bags while he got paid his promotional commission. Now he's going after Buffett over information asymmetry The same information asymmetry that he leveraged selling companies he knew were garbage as being the next [--] baggers The level of smug hypocrisy here is absolutely off the"
X Link 2026-02-14T20:03Z 252.3K followers, 172.1K engagements

"@MaxDemian36 It does appear to be a relief valve for excess speculative liquidity but the bigger point I was hoping to make was that what if the gains are a one-off and if that realization hits then more people may lose interest in crypto"
X Link 2026-02-15T14:00Z 252.3K followers, [--] engagements

"@DeepIceValue Wait who said Burry was a billionaire That is not a thing. 😅 He's certainly done well inferred $300M net worth as of 2025"
X Link 2026-02-15T15:22Z 252.3K followers, [---] engagements

"@Alice_MiaX I don't think it means much. I focus more on equity put/call ratio vs index as it tends to have far less noise. From that point of view we're in the neutral zone"
X Link 2026-02-15T19:07Z 252.3K followers, [----] engagements

"@genzmoney97 Based on what Past performance Artificial scarcity Greater fool theory I don't think we're going to see a repeat of past returns in bitcoin. Happy to be wrong. But not doubtful enough of my base case to want to own it over gold over the long-term"
X Link 2026-02-15T20:02Z 252.3K followers, [---] engagements

"@XOPYC6 Most of the time corrections involve rotations into rather than out of safer parts"
X Link 2026-02-15T20:33Z 252.3K followers, [---] engagements

"It actually does the opposite of ignoring reality. It emphasizes reality. Because the only reason anyone could call him in hopes of making a company-saving deal was because he had the discipline to horde cash when valuations were irrational. Also how much of his long-term returns are predicated on these deals vs the investments he made outside of them Do you have an objective long-term data analysis of that or are you simply speculating to try to drive home a point that may or may not align with reality"
X Link 2026-02-15T20:42Z 252.3K followers, [--] engagements

"I wouldn't suggest that you sell $MA for a defensive stock but what I am saying is that if you are a money manager and you are attempting to maintain returns or mitigate losses you aren't afforded a choice. Those folks drive a lot more of these rotations. Doesn't have to be "right" or even logical it's just how markets operate when folks have a long-only investment mandate and cannot just raise enormous amounts of cash by liquidating positions during times of distress. For swing traders these rotations offer opportunities to long low volatility and fade high beta. For investors they offer dip"
X Link 2026-02-15T20:44Z 252.3K followers, [--] engagements

"CTAs hate the dollar. Their estimated exposure is near multi-year lows. While they aren't a big part of the foreign exchange market it's still worth noting that there are multiple areas of maximal dollar bearishness showing up in sentiment flows and positioning. This tells me that we could still see a push to bid the dollar from here particularly as it challenges a decade+ uptrend line. Often those long-term trends take quite a bit of pressure to break meaningfully. Chart: @Nomura https://twitter.com/i/web/status/2023148311021326352 https://twitter.com/i/web/status/2023148311021326352"
X Link 2026-02-15T21:32Z 252.3K followers, [----] engagements

"@FindleysFinance $GOOGL yes. But they built their own full stack. They're the only company to have truly done this at scale"
X Link 2026-02-15T21:35Z 252.3K followers, [---] engagements

"@UN @UNFPA this is such a gross misrepresentation that it's making a parody of the UN 🫠"
X Link 2026-02-15T21:43Z 252.3K followers, [----] engagements

"Not because "hyperscalers are in the doghouse" but instead because the new arm's race is density of intelligence rather than sheer scale. If scale was the de facto winner then xAI would not have seen an implosion recently $META would be a much more formidable force and $MSFT would have significantly better uptake of their AI offerings. https://twitter.com/i/web/status/2023162465610055808 https://twitter.com/i/web/status/2023162465610055808"
X Link 2026-02-15T22:28Z 252.3K followers, [---] engagements

"@AaFarmerAa Ahahahaha"
X Link 2026-02-15T22:30Z 252.3K followers, [---] engagements

"No ounces traded because it's paper silver. We often see days where paper silver implied volumes exceed yearly production. But all that really illustrates is that we have a very actively traded market. Speculation in $SLV hit a point where it traded $32B in a day which is more than $SPY ($24B) or $NVDA ($16B). That was a pretty clear sign of retail excess"
X Link 2026-02-16T16:18Z 252.3K followers, [---] engagements

"Wow Chamath got brutally noted. 100% deserved"
X Link 2025-06-19T00:38Z 252.3K followers, 279.9K engagements

"@saylor You have no Strategy"
X Link 2026-02-05T15:11Z 252.3K followers, 39.7K engagements

"There is no Strategy"
X Link 2026-02-11T22:39Z 252.3K followers, 640.3K engagements

"If you've been waiting to pull the trigger on local inference @MiniMax_AI M2.5 has just changed the game. A model that's a fraction of the size of its competitors like Claude Opus and GPT [---] yet performs as well if not better in many use cases. Small enough for home labs powerful enough for complex agentic coding and more. I'm really excited about this model. I think it puts us on track to have frontier-level AI capabilities that can be run on local hardware/software stacks. That's a really big deal too. Imagine no limits and no charges per token. The only limit is your setup. [----] is the"
X Link 2026-02-12T16:51Z 252.3K followers, 24.5K engagements

"The US continues to underperform global markets. There are great opportunities out there particularly in emerging markets. Via Datastream"
X Link 2026-02-13T03:07Z 252.4K followers, [----] engagements

"Deutsche Bank's views on the discount in SaaS stocks. [--]. Software Sector Over-Discounted on AI: Stocks down over 20% YTD with 21% multiple compression; DB identifies $CLBT $CRM $INTU $NOW as compelling Buys using GenAI resilience scorecard and valuation metrics (GAAP EPS/FCF SBC multiples). [--]. Barriers to Exit Drive Disruption Risk: Primary factor determining resilience; lower scores (retention rates data moats ecosystem strength) signal higher AI disruption vulnerability overriding product innovation focus. https://twitter.com/i/web/status/2022330768337383425"
X Link 2026-02-13T15:23Z 252.3K followers, 52.2K engagements

"@CryptoParadyme @Bloomberg That was the time to buy just about any assets tbf. But the multi-decade breakout in EMs is likely to lead even more outperformance vs DMs over the next few years. Something that was not a thing for a long long time until last year"
X Link 2026-02-13T23:46Z 252.3K followers, [---] engagements

"@em013L Disappointing"
X Link 2026-02-14T17:51Z 252.3K followers, [---] engagements

"Open weight AI models are narrowing the gap with their closed competition with each release. I expect the gap to become non-existent very soon. We are entering an era where running your own AI locally is going to be just as good as having access to the frontier proprietary models. This is going to erode the viability of the current subscription strategy of TaaS (or Tokens-as-a-Service). Not only has the price floor dropped by 90% but we also have models that are capable which can run on workstations with minimal latency high security and usage only constrained by one's hardware. No bans no"
X Link 2026-02-14T17:54Z 252.3K followers, [----] engagements

"@rev_cap And part of Chamath's returns are from scamming retail into SPACs he got paid to sponsor all while calling himself the next Warren Buffett"
X Link 2026-02-14T18:04Z 252.3K followers, [----] engagements

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