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@MikeZaccardi Mike Zaccardi, CFA, CMT ๐Mike Zaccardi, CFA, CMT, appears to be active on social media, sharing market insights and data. His recent posts highlight various trends, including a strong labor market, corporate borrowing for AI and data center spending, and shifts in intermarket relationships. He also shares technical analysis and commentary on stocks, including notable companies like $NVDA, $MSFT, and $AMZN.
Social category influence finance XXXX% stocks #5140 cryptocurrencies #3851 technology brands XXXX% currencies #1983 countries XXXX% exchanges #4554 travel destinations XXXX% products XXXX% fashion brands XXXX%
Social topic influence $xrt #9, ai 2.78%, stocks #1959, $orcl #105, $avgo #54, $nvda #526, commodities #189, spx #325, core 1.94%, $spy #131
Top accounts mentioned or mentioned by @stockcharts @william_r2rclub @augurinfinity @kalshi @investibrew @seekingalpha @dailychartbook @business @pdunuwila @factset @fundstrat @tradingview @wallsthorizon @wsj @carlquintanilla @schroders @yardeni @jimcantore @ft @equityclock
Top assets mentioned Robonomics Network (XRT) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) NVIDIA Corp. (NVDA) SPDR S&P XXX ETF Trust (SPY) DeepBrain Chain (DBC) Vixco (VIX) JPMorgan Chase (JPM) Spacemesh (SMH) Costco Hot Dog (COST) Walmart, Inc. (WMT) GammaSwap (GS) Microsoft Corp. (MSFT) Bitcoin (BTC) Cream (CRM) iShares BTC Trust (IBIT) Robinhood Markets, Inc. (HOOD) Alphabet Inc Class A (GOOGL) Eli Lilly and Company (LLY) Apple, Inc. (AAPL) SPDR GOLD ETF (GLD) Gigantix Wallet (GTX) Berkshire Hathaway Inc. (BRK.A) Uber Technologies, Inc. (UBER) Amazon.com, Inc. (AMZN) CatCoin (CAT) Goldman Sachs (GS) Newmont Corporation (NEM) IBM (IBM) UnitedHealth Group (UNH) Micron Technology, Inc. (MU) Western Digital Corp (WDC) Stacks (STX) Decentral Games (DG) Netflix Inc (NFLX) Metadium (META) Bank of America (BAC) Deutsche Bank Aktiengesellschaft (DB)
Top posts by engagements in the last XX hours
"Wall Street banks expect the S&P XXX to post double-digit returns in 2026 with forecasts ranging from 7100 at the low end (Bank of America) to above 8000 (Deutsche Bank). @FT @augurinfinity"
X Link 2025-12-05T21:09Z 66.5K followers, 30.9K engagements
"Investing at an all-time high is no riskier than buying at other times JPMAM"
X Link 2025-12-07T16:50Z 66.5K followers, 42.3K engagements
"Interest rates coming off 5000-year lows $TNX"
X Link 2025-11-27T14:46Z 66.5K followers, 3012 engagements
"BofA: Robinhood holds the biggest share of daily active users vs. Schwab Fidelity E*TRADE IBKR eToro and WeBull"
X Link 2025-11-29T12:47Z 66.5K followers, 18K engagements
"Oct 2007: I distinctly remember my accounting professor telling us to buy $GOOGL and hold onto it forever. I thought he was a dummy for a while"
X Link 2025-11-30T19:19Z 66.5K followers, 6851 engagements
"The YTD US Dollar Index performance is the worst since 2003 $DXY $USD $UUP"
X Link 2025-12-06T12:45Z 66.5K followers, 3390 engagements
"US CPI YoY rising since Q2 up to XXX% YoY as of Sept JPMAM"
X Link 2025-12-07T12:23Z 66.5K followers, 3283 engagements
"GS: Recent Alternative Data Also Point to a New Risk of Rising Layoffs"
X Link 2025-12-08T21:36Z 66.5K followers, 20.2K engagements
"$ORCL Oracle Q2 earnings on deck: What to expect @stockcharts"
X Link 2025-12-09T16:03Z 66.5K followers, 5307 engagements
"Midterm years have historically been challenging for equities with the S&P XXX averaging only a XXX% gain and a XXXX% maximum drawdown since 1950the most volatile and weakest year in the presidential cycle. LPL Research @AugurInfinity"
X Link 2025-12-09T21:16Z 66.5K followers, 18.6K engagements
"Hassett is not a done deal. XX% chance per @Kalshi"
X Link 2025-12-10T10:22Z 66.5K followers, 14K engagements
"$LLY hasn't been higher in more than X weeks back below $1000 and a trillion $ market cap"
X Link 2025-12-10T13:18Z 66.5K followers, 2952 engagements
"Bloomberg: Largest IPOs on record Saudi Aramco $BABA Softbank AIA $V"
X Link 2025-12-10T14:06Z 66.5K followers, 2196 engagements
"30yr bond futures $TLT seasonality is interesting into year-end. Bearish stretch last XX years from mid-Jan to mid-Feb @EquityClock"
X Link 2025-12-10T15:43Z 66.5K followers, 2974 engagements
"US Dollar Index $DXY lowest since. the previous FOMC press conference"
X Link 2025-12-10T20:07Z 66.5K followers, 2130 engagements
"TOM LEE YE 2026 S&P XXX price target: 7700 Wall of Skepticism + New Fed @fundstrat @fs_insight"
X Link 2025-12-11T20:16Z 66.5K followers, 4157 engagements
"If you prefer underperforming and paying more capital gains tax then active mutual funds are for you JPMAM"
X Link 2025-12-07T16:51Z 66.5K followers, 6914 engagements
"$AAPL Apple sees bullish views at Wedbush on AI strategy and iPhone XX sales @DivesTech @seekingalpha"
X Link 2025-12-08T10:27Z 66.5K followers, 11.7K engagements
"$DXY $USD XXXX. that takes you back to Oct 5"
X Link 2025-12-11T20:54Z 66.5K followers, 1963 engagements
"October read: Buckles October comparable store sales rise XXX% Y/Y $BKE"
X Link 2025-11-06T13:14Z 66.5K followers, 2488 engagements
"Cyclicals really crushing it in the last month. $KRE $XME $XOP $XRT . copper breaking out. transports strong"
X Link 2025-12-05T11:06Z 66.5K followers, 2385 engagements
"Commodities $DBC 3yr high"
X Link 2025-12-05T15:11Z 66.5K followers, 14.5K engagements
"Silver acting like it's 1979 @tradingview"
X Link 2025-12-05T15:41Z 66.5K followers, 2391 engagements
"A big spinoff overseas. Magnum Ice Cream valued at $XXX billion in Amsterdam listing $UL"
X Link 2025-12-08T10:44Z 66.5K followers, 3138 engagements
"The "AI Bubble" bubble may have burst. Citadel Rubner"
X Link 2025-12-08T14:16Z 66.5K followers, 22.9K engagements
"Morgan Stanley: Drivers of 2026 Growth Acceleration"
X Link 2025-12-08T14:20Z 66.5K followers, 21.4K engagements
"$AZO AutoZone GAAP EPS of $XXXXX misses by $XXXX revenue of $4.63B misses by $10M same-store sales and margins fall short of expectations"
X Link 2025-12-09T12:22Z 66.5K followers, 11.7K engagements
"$HD Home Depot reaffirms 2025 guidance; gives early view of 2026"
X Link 2025-12-09T12:22Z 66.5K followers, 3135 engagements
"6.35% mortgage rates"
X Link 2025-12-09T19:54Z 66.5K followers, 2307 engagements
"Depending on the free float it'd kick $BRKA out of the top XX SPX weights"
X Link 2025-12-09T20:53Z 66.5K followers, 4336 engagements
"$XRT retail ETF bullish engulfing best close in a couple of months +10% YTD"
X Link 2025-12-09T21:03Z 66.5K followers, 2628 engagements
"German 10yr yield looks like it wants to break out target would be about X% even. Germany 10yr yield now DAX dividend yield for the first time in XX years"
X Link 2025-12-10T10:28Z 66.5K followers, 2153 engagements
"Australia 10yr yield on a real heater. XXX% to XXX% in a matter of weeks"
X Link 2025-12-10T10:29Z 66.5K followers, 2811 engagements
"International bonds still +3.1% total return YTD $IAGG $AGG +6.7% Both up XX% on the 2yr stack"
X Link 2025-12-10T10:34Z 66.5K followers, 1887 engagements
"$VIX trekking higher this week. now near 17.5"
X Link 2025-12-10T10:45Z 66.5K followers, 2499 engagements
"Silver $61/oz +111.11% YTD"
X Link 2025-12-10T10:47Z 66.5K followers, 2964 engagements
"Traders Now See ECB Hiking Rates in 2026 as Hawkish Bets Grow @business"
X Link 2025-12-10T11:21Z 66.5K followers, 3411 engagements
"Ah the "wedge." 27F in south Georgia (below freezing FL panhandle) mid-30s Chicago-Detroit-Cleveland 49F out my window here in Jax FL"
X Link 2025-12-10T12:46Z 66.5K followers, 2358 engagements
"Tech V-bottom. $XLK going for a baker's dozen today"
X Link 2025-12-10T13:36Z 66.5K followers, 2296 engagements
"BofA: The dot plot is not a useful forecast of policy rates XX months down the line Full year policy-change vs. projections from the prior years December dot plot"
X Link 2025-12-10T14:26Z 66.5K followers, 5157 engagements
"Amex CEO Says Thanksgiving Holiday Consumer Spending Climbed 9%"
X Link 2025-12-10T16:05Z 66.5K followers, 2609 engagements
"$UBER Instacart shares slide as Amazon plans 2026 expansion of fresh food delivery $AMZN"
X Link 2025-12-10T17:15Z 66.5K followers, 3202 engagements
"$JPM 4th best DJIA stock today +3.2% $GS $CAT $AXP helping the index $MSFT weighs @stockcharts"
X Link 2025-12-10T20:30Z 66.5K followers, 2275 engagements
"Stocks are really backing up here๐"
X Link 2025-12-10T20:35Z 66.5K followers, 2308 engagements
"US CPI inflation +24.2% since the start of 2021 @AugurInfinity"
X Link 2025-12-10T21:09Z 66.5K followers, 2634 engagements
"GS: We Expect Core PCE Inflation to Stand at XXX% by End-2025 and XXX% by End-2026"
X Link 2025-12-11T00:52Z 66.5K followers, 2427 engagements
"GS: We Estimate That Passthrough from Tariff Costs to Consumer Prices Has Reached XX% So Far"
X Link 2025-12-11T00:53Z 66.5K followers, 5398 engagements
"So long as the 10-year Treasury yield stays below XXX% or so the equity market should be in good stead. That mid-4s range has been the make-or-break spot for stocks and we are still XX basis points from the danger zone. More from my on @stockcharts:"
X Link 2025-12-11T10:48Z 66.5K followers, 2390 engagements
"$USD $DXY dollar lowest in almost two months this morning. Part of my 2026 outlook: @stockcharts"
X Link 2025-12-11T12:04Z 66.5K followers, 2078 engagements
"$AVGO Broadcom a XXX% implied move after tonight's earnings @optionrats Now a $XXXX trillion market cap"
X Link 2025-12-11T13:15Z 66.5K followers, 3043 engagements
"Silver & gold off the HoDs but bitcoin running back up toward $92k here"
X Link 2025-12-11T20:59Z 66.5K followers, 1660 engagements
"Last X years: $AVGO +305% $NVDA +288%"
X Link 2025-12-11T21:18Z 66.5K followers, 2453 engagements
"$SMH Semiconductor Company Revenues Are Expected to Increase by XX% From Current Levels by 2026Q4 GS"
X Link 2025-12-05T19:02Z 66.5K followers, 2680 engagements
"BofA: Fed cutting closer to X% would allow 10yr Treasury yields to drop to a XXX - XXX% range down from XXXX% forecasted for 2026. IG total return could reach X% in 2026 $LQD"
X Link 2025-12-05T21:43Z 66.5K followers, 6004 engagements
"With a strong finish $AGG could have its best year since 2002 +7% total return so far JPMAM"
X Link 2025-12-07T13:23Z 66.5K followers, 2696 engagements
"Risk happens fast at conferences. $JPM dumps X% after CFO comments at the Goldman Sachs U.S. Financial Services Conference @wallsthorizon @ChristinLShort More from us:"
X Link 2025-12-09T20:33Z 66.5K followers, 2478 engagements
"$JPM worst day since April 4"
X Link 2025-12-09T20:51Z 66.5K followers, 2816 engagements
"Everything is pretty flat since the last Fed decision. $SPY $QQQ $IWM $VEU Except bitcoin.that thing turded out to its Nov XX low"
X Link 2025-12-09T21:01Z 66.5K followers, 2299 engagements
"Fed chair race is not over but today's rate cut is in the bag. XX% chance on @Kalshi"
X Link 2025-12-10T10:39Z 66.5K followers, 2060 engagements
"Value stocks $VTV record high still lagging growth $VUG by 5ppt YTD"
X Link 2025-12-10T20:12Z 66.5K followers, 2067 engagements
"Bullish vibes for a second straight week"
X Link 2025-12-11T10:20Z 66.5K followers, 2419 engagements
"$NEM best in the SPX today. gold not up that much $GLD"
X Link 2025-12-09T20:47Z 66.5K followers, 2168 engagements
"Today's Fed Decision and Powell presser. a summary"
X Link 2025-12-10T20:25Z 66.5K followers, 4440 engagements
"$COST flirting with 13-month lows"
X Link 2025-12-11T21:20Z 66.5K followers, 2455 engagements
"Commodities ETF $DBC a 3-month high"
X Link 2025-09-26T14:59Z 66.5K followers, 2642 engagements
"$ORCL free cash flow per share ttm all-time low"
X Link 2025-10-08T13:07Z 66.5K followers, 5046 engagements
"Equity returns over the past five years are all about the Magnificent Seven versus everyone else $MAGS Torsten at Apollo"
X Link 2025-11-08T11:53Z 66.5K followers, 23.3K engagements
"$GTX Commodity Index fresh high going back to June 2022. More on this tk from me on @StockCharts . and the subject of today's Daily Insight blog post for my X Subscribers only"
X Link 2025-11-12T12:48Z 66.5K followers, 2879 engagements
"The Sneaky Bull Market Nobodys Talking About: Commodities My Wednesday Technical Take on @StockCharts $DBC $GSG $GTX @dailychartbook @Pdunuwila"
X Link 2025-11-12T18:47Z 66.5K followers, 5102 engagements
"Commodities tend to sag from August through year-end. Not seeing that this year so far (today's dump notwithstanding). More from me on @StockCharts $GTX $GSG $DBC $CRB"
X Link 2025-11-12T20:13Z 66.5K followers, 2989 engagements
"$MAGS could have its lowest close in about X weeks"
X Link 2025-11-13T17:43Z 66.5K followers, 3269 engagements
"Oracle $ORCL paper: The canary in the AI coalmine CDX IG bond spreads vs Oracle 5-year Credit Default Swap BofA Hartnett"
X Link 2025-11-14T10:44Z 66.5K followers, 50K engagements
"Here's why a XX $VIX is no fun. From @Schroders"
X Link 2025-11-18T11:01Z 66.5K followers, 48.4K engagements
"Loose market. $SPY +1% Small caps flying +3.1% $IJR Retailers homebuilders regional banks going parabolic $XRT $XHB $KRE"
X Link 2025-11-21T16:57Z 66.5K followers, 2704 engagements
"$XRT retail ETF - highs of the week best day since May 12"
X Link 2025-11-21T20:12Z 66.5K followers, 2873 engagements
"Truflation cooled to 2.37%"
X Link 2025-11-23T13:38Z 66.5K followers, 3861 engagements
"Gold best in show YTD Bitcoin plunges to the very bottom on the total return stack. GS"
X Link 2025-11-23T15:13Z 66.5K followers, 3595 engagements
"$TNX 10yr yield 4.06%. lowest since the Oct Fed meeting"
X Link 2025-11-24T12:21Z 66.5K followers, 2169 engagements
"Should we really be afraid of X% inflation CPI since 1914. @yardeni"
X Link 2025-11-24T12:31Z 66.5K followers, 4395 engagements
"US vs ex-US stocks $VTI $VEU just about the best day since May 12"
X Link 2025-11-24T17:14Z 66.5K followers, 2247 engagements
"Ether $ETHA best day since Jackson Hole +8%"
X Link 2025-11-24T20:05Z 66.5K followers, 2439 engagements
"-Best Buy raises guidance for the crucial holiday quarter -Dick's Sporting Goods raises FY25 outlook -Kohl's raises FY25 outlook $XRT"
X Link 2025-11-25T12:23Z 66.5K followers, 6143 engagements
"Best Dow stock YTD $CAT +56% $JNJ $GS $IBM next $NVDA drops to the No. X spot +31% $UNH $CRM have been stuck at the bottom for ages"
X Link 2025-11-26T10:35Z 66.5K followers, 3035 engagements
"Best S&P XXX stocks so far in 2025 $WDC +248% $HOOD +210% $STX +203% $MU +167% $NEM +132%"
X Link 2025-11-26T10:36Z 66.5K followers, 3371 engagements
"From @DuncanLamont2 XX% drops happen in more years than not XX% falls happen once every X years @Schroders"
X Link 2025-11-26T13:57Z 66.5K followers, 2666 engagements
"$MOVE rate vol tumbling toward those 4-year lows again"
X Link 2025-11-26T14:06Z 66.5K followers, 2765 engagements
"All XX S&P XXX sector ETFs are up on the year $XLK tech leads +23% total return. $XLV on par with $SPY after bringing up the rear in Aug-Sept"
X Link 2025-11-26T14:37Z 66.5K followers, 2195 engagements
"A chilly Black Friday for the eastern half (vs averages). I'm always surprised that the weather makes such a big difference for retailers but apparently cold is good. $XRT Also not much time between Thanksgiving and Christmas. that used to be a notable thing for retail"
X Link 2025-11-27T13:24Z 66.5K followers, 2569 engagements
"BofA: Todays S&P has much lower financial leverage than 1990s-2000s"
X Link 2025-11-27T13:27Z 66.5K followers, 6775 engagements
"Z family Thanksgiving summary: All of my siblings are obsessed with going on cruises. $RCL $NCLH $CCL"
X Link 2025-11-28T12:50Z 66.5K followers, 2600 engagements
"Lots of data next week: -PMIs (SP Global final ISM) -JOLTS ADP Challenger Claims NFP Powell speaks Monday night Sep PCE Friday"
X Link 2025-11-28T13:40Z 66.5K followers, 3292 engagements
"Last X trading days: $IWM +8.6% $IJR +7.9% $XRT +9.2% $XHB +9.5% $XBI +8.2% $KRE +5.7% $IBIT +5.3% $GDX +14.1% $SLV +11.9%"
X Link 2025-11-29T10:41Z 66.5K followers, 3351 engagements
"Best X S&P XXX stocks YTD: $WDC +264% $HOOD +245% $STX +226%"
X Link 2025-11-30T11:24Z 66.5K followers, 4225 engagements
"International stocks X P/E points cheaper than US equities. That's a lot"
X Link 2025-11-30T16:00Z 66.5K followers, 6012 engagements
"$GOOGL P/E 5pts higher than $NVDA'"
X Link 2025-11-30T16:48Z 66.5K followers, 7741 engagements
"Accenture now calling employees 'reinventors' in move to embrace AI - FT @seekingalpha They probably had a pizza party for employees to celebrate"
X Link 2025-11-30T20:52Z 66.5K followers, 4054 engagements
"BofA: Lifts $AVGO target from $XXX to $XXX Now expects a Dec Fed rate cut"
X Link 2025-12-01T10:23Z 66.5K followers, 9184 engagements
"$ACWI up X straight months (total return)"
X Link 2025-12-01T13:27Z 66.5K followers, 2278 engagements
"Walmart and Target draw strong Black Friday traffic despite the early deal season $TGT $WMT"
X Link 2025-12-01T13:44Z 66.5K followers, 2909 engagements
"Deutsche Bank: Mag X up almost XXX% since Chat's launch X years ago $MAGS"
X Link 2025-12-01T14:04Z 66.5K followers, 2766 engagements
"$KRE $XRT on the rise since the open. Not bitcoin. (bond ETFs ex-div today but higher yields still weigh)"
X Link 2025-12-01T16:15Z 66.5K followers, 2726 engagements
"$XRT retail ETF catching some intraday Cyber Monday buyers"
X Link 2025-12-01T20:16Z 66.5K followers, 2387 engagements
"$WYNN and $LVS 52wk highs. on that $LEG news"
X Link 2025-12-01T21:04Z 66.5K followers, 2376 engagements
"$TNX 10yr yield up 10bps between Black Friday and Cyber Monday still in a downtrend"
X Link 2025-12-02T11:53Z 66.5K followers, 2465 engagements
"That time of year. Dogs of Dow ETF $DJD actually beating $DIA YTD"
X Link 2025-12-02T20:18Z 66.5K followers, 2790 engagements
"The $VIX has averaged XXXXX this year. very normal"
X Link 2025-12-02T20:54Z 66.5K followers, 2795 engagements
"Sydney Sweeney effect $AEO"
X Link 2025-12-02T23:13Z 66.5K followers, 2634 engagements
"SEC warns Direxion ProShares and Tidal stalling new leveraged ETF launches"
X Link 2025-12-03T10:35Z 66.5K followers, 2196 engagements
"Private-sector job growth in the West and Midwest. Contraction in the Northeast and South"
X Link 2025-12-03T13:19Z 66.5K followers, 2004 engagements
"$ORCL Wells Fargo initiates Oracle at Overweight as it holds nearly $500B in AI deals"
X Link 2025-12-03T14:29Z 66.5K followers, 3014 engagements
"Goldman: Estimating +0.22% for September Core PCE ADP Employment Below Expectations; Core Import Prices Slightly Above Expectations"
X Link 2025-12-03T15:08Z 66.5K followers, 2952 engagements
"$VIX has closed below XX just once this quarter"
X Link 2025-12-03T19:33Z 66.5K followers, 2489 engagements
"JPMAM: The cost of using AI has fallen big"
X Link 2025-12-03T19:47Z 66.5K followers, 17.1K engagements
"With $CRM's AH move it's off the schneid as the worst DJIA stock YTD That honor is back with $UNH"
X Link 2025-12-03T21:24Z 66.5K followers, 4337 engagements
"Retailers in the Midwest & Northeast are not complaining about this forecast $XRT #natgas $UNG"
X Link 2025-12-04T01:10Z 66.5K followers, 3244 engagements
"$COST November total company comp +7% excluding all gas and FX impact"
X Link 2025-12-04T10:36Z 66.5K followers, 2982 engagements
"Big picture CPI YoY has done a whole lot of nothing since June 2023 (between XXX% and 3.7%). Disinflation stopped two and a half years ago. That's what Sonal Dasea at Franklin Templeton asserts. The year-ahead inflation swap is XXX% too"
X Link 2025-12-04T12:56Z 66.5K followers, 2901 engagements
"$DG Dollar General best SPX stock today 52wk high"
X Link 2025-12-04T20:54Z 66.5K followers, 2581 engagements
"$LLY a XX% correction after a fat August-November rally"
X Link 2025-12-04T20:56Z 66.5K followers, 3335 engagements
"$VIX lowest since September under 16"
X Link 2025-12-04T20:59Z 66.5K followers, 2610 engagements
"191k Initial Claims: 2nd-fewest since 1970 #ThanksgivingWeek"
X Link 2025-12-04T21:22Z 66.5K followers, 2674 engagements
"We'll get some ancient PCE data tomorrow"
X Link 2025-12-05T01:13Z 66.5K followers, 5950 engagements
"Bonds $AGG trending higher vs commodities $DBC since 2022"
X Link 2025-12-05T10:50Z 66.5K followers, 5095 engagements
"The subject of today's Daily Insight blog post for my X Subscribers only. A little look at portfolio strategy and hot takes from a few years ago that didn't quite pan out. $AGG $DBC"
X Link 2025-12-05T12:50Z 66.5K followers, 3111 engagements
"$EEM $SMH quite strong today $IBIT stumbles $GLD $SLV up"
X Link 2025-12-05T14:51Z 66.5K followers, 2107 engagements
"Core PCE YoY falls to XXX% lowest since May"
X Link 2025-12-05T15:02Z 66.5K followers, 7830 engagements
"$XRT retail ETF ripping toward 4-year highs"
X Link 2025-12-05T15:59Z 66.5K followers, 2128 engagements
"$GS $GM $WMT $BAC $WFC $MS all-time highs today"
X Link 2025-12-05T20:13Z 66.5K followers, 2287 engagements
"December 10: Goldman Sachs U.S. Financial Services Conference big one next week $XLF $KBE $KRE @WallStHorizon @ChristineLShort"
X Link 2025-12-05T20:28Z 66.5K followers, 2270 engagements
"$SMH and software both strong this week $NVDA +3% $ORCL +8% $CRM +13%"
X Link 2025-12-05T21:01Z 66.5K followers, 2321 engagements
"Core PCE Price Index 3mo 6mo annualized on XXX% @augurinfinity"
X Link 2025-12-05T21:05Z 66.5K followers, 2294 engagements
"$WMT up X days in a row $LLY down X in a row"
X Link 2025-12-05T21:12Z 66.5K followers, 2900 engagements
"Well since one of my clients chose this one I'm making the European outperformance chart the subject of today's Daily Insight blog post for my X Subscribers only. $STOXX $VGK $EZU $FEZ $VTI $SPY $FXE $USD"
X Link 2025-12-06T12:37Z 66.5K followers, 2310 engagements
"2.0% consensus US real GDP growth this year and next GS"
X Link 2025-12-06T13:05Z 66.5K followers, 9933 engagements
"10 largest US stocks over time: Only $MSFT has carried over from 2005 to 2025. JPMAM $MSFT $JPM $BRKA $AAPL 2015 to 2025"
X Link 2025-12-06T14:01Z 66.5K followers, 5531 engagements
"Small-cap companies expected to grow EPS by a whopping XX% next year $IJR $IWM $VB"
X Link 2025-12-06T14:18Z 66.5K followers, 9368 engagements
"Unemployment rate wage growth rate JPMAM"
X Link 2025-12-06T14:51Z 66.5K followers, 3307 engagements
"S&P XXX average 12m return at UMich sentiment troughs (9 of em) +24.1% JPMAM"
X Link 2025-12-06T14:52Z 66.5K followers, 2849 engagements
"Michael Burry likens OpenAI to Netscape Palantir to dot-com bust DiamondCluster"
X Link 2025-12-07T11:18Z 66.5K followers, 4531 engagements
"Jamie Dimon: U.S. consumers are in good shape amid weakening jobs market"
X Link 2025-12-07T19:59Z 66.5K followers, 4768 engagements
"GS: Low Vol and Dividend Aristocrats outperformed the market since 1996 trade at a discount"
X Link 2025-12-08T10:14Z 66.5K followers, 3202 engagements
"GS: International equity correlations have been very low in the last X months pointing to diversification benefits"
X Link 2025-12-08T10:15Z 66.5K followers, 1880 engagements
"GS: SPX implied volatility term structure. not many risk catalysts expected"
X Link 2025-12-08T10:15Z 66.5K followers, 2242 engagements
"GS We Find No Meaningful Relationship Between Surprises to Consensus Expectations of Core PPI and Core CPI Each Month"
X Link 2025-12-08T10:17Z 66.5K followers, 2100 engagements
"$IBM in talks to buy Confluent $CFLT for $XX billion amid AI push - report $CFLT +30%"
X Link 2025-12-08T10:28Z 66.5K followers, 3201 engagements
"$QQQ +0.3% $SPY +0.2% $IBIT +3.2% $AVGO $TSM $MU $ASML rallying $SMH"
X Link 2025-12-08T10:37Z 66.5K followers, 2541 engagements
"YTD SPX gain almost all due to increasing earnings growth estimates GS"
X Link 2025-12-08T12:51Z 66.5K followers, 2915 engagements
"YTD hard and soft commodities another view. Plenty of big losers away from metals"
X Link 2025-12-08T12:55Z 66.5K followers, 2242 engagements
"BofA: Market expects XX bps of Fed cuts till the end of 2026. That would take money market mutual fund yiels to about XXX% on the very best (low-cost) ones. $VMFXX"
X Link 2025-12-08T12:57Z 66.5K followers, 2461 engagements
"The global stock market now trades 20x P/E. It was 10x just XX years ago $ACWI $VT"
X Link 2025-12-08T12:57Z 66.5K followers, 3414 engagements
"Liquidity conditions are improving. Citadel Rubner"
X Link 2025-12-08T14:17Z 66.5K followers, 2478 engagements
"Seasonal tailwinds are finally in play. Citadel Rubner"
X Link 2025-12-08T14:18Z 66.5K followers, 3837 engagements
"$AVGO Broadcom ATH. more tk from me on that one (and $ORCL) over at @stockcharts"
X Link 2025-12-08T14:54Z 66.5K followers, 2361 engagements
"@bespokeinvest by my count $COST has made one 52wk low since March 2009"
X Link 2025-12-08T15:58Z 66.5K followers, 1159 engagements
"It's the last big week of earnings season (again) $ORCL $AVGO. AIs Reality Check: Oracle and Broadcom Earnings Take Center Stage. my Monday @stockcharts Technical Take @dailychartbook @Pdunuwila"
X Link 2025-12-08T16:53Z 66.5K followers, 4652 engagements
"$LULU $DG $NKE among the SPX losers today. And there's $NFLX . lowest since around Tax Day"
X Link 2025-12-08T19:08Z 66.5K followers, 2774 engagements
"Goldman $GS among the 52wk highs"
X Link 2025-12-08T19:08Z 66.5K followers, 2682 engagements
"According to the New York Feds Survey of Consumer Expectations inflation expectations were stable across horizons @AugurInfinity"
X Link 2025-12-08T21:07Z 66.5K followers, 2558 engagements
"10yr yields around the world marching higher"
X Link 2025-12-08T21:15Z 66.5K followers, 2677 engagements
"The top XX% controls XX% of wealth and is responsible for XX% of overall spending. JPMAM The middle XX% holds XX% of wealth yet drives more than half of spending. #K"
X Link 2025-12-08T21:22Z 66.5K followers, 3501 engagements
"$NVDA +1% AH"
X Link 2025-12-08T21:34Z 66.5K followers, 3072 engagements
"GS: We Estimate That Core PCE Inflation Net of a 0.5pp Tariff Effect Is Now Just XXX% Year-on-Year"
X Link 2025-12-08T21:36Z 66.5K followers, 3171 engagements
"$NVDA was up more than X% last night now less than a X% rally $SPY $QQQ $IWM $IBIT $GLD call it UNCH $FXI -XXX% Cocoa OJ up NG copper down"
X Link 2025-12-09T12:25Z 66.5K followers, 2112 engagements
"Small Business Optimism Edges Up in November Labor quality is Main Street's top issue"
X Link 2025-12-09T12:32Z 66.5K followers, 2380 engagements
"DJT may not like this"
X Link 2025-12-09T13:22Z 66.5K followers, 3699 engagements
"Powell's last cut tomorrow The next fully-priced-in ease is not until June"
X Link 2025-12-09T20:18Z 66.5K followers, 3032 engagements
"Cracker Barrel $CBRL fresh decade-plus lows in the after-hours. yankees on Bloomberg had no idea why"
X Link 2025-12-09T21:11Z 66.5K followers, 3548 engagements
"GS: Takeaways from Day X of the 2025 US Financial Services Conference: US Banks Consumer Finance Key forward guidance $KBE $XLF"
X Link 2025-12-10T14:24Z 66.5K followers, 1697 engagements
"$TJX took a swing at this quiet monster this morning post-earnings @SeekingAlpha"
X Link 2025-11-19T15:58Z 66.5K followers, 2554 engagements
"$NVDA +1004% since ChatGPT hit the scene $AVGO +660% $META +481% $GOOGL +230% $GE $VEG $CEG $VST to the moon"
X Link 2025-11-30T23:02Z 66.5K followers, 9478 engagements
"JPMAM: AI is the fastest new technology to approach mass adoption"
X Link 2025-12-03T18:22Z 66.5K followers, 16.4K engagements
"Cyber Week retail numbers. A summary. $XRT"
X Link 2025-12-05T00:47Z 66.5K followers, 2598 engagements
"Great news for retailers Tons of record-low temperatures from Illinois to Maine this morning. @jimcantore $XRT"
X Link 2025-12-05T11:22Z 66.5K followers, 2485 engagements
"10yr yield unch YoY Down 70bps from January $TNX"
X Link 2025-12-05T14:31Z 66.5K followers, 2158 engagements
"PCE YoY rises to XXX% highest since March 2024 (Sept reading)"
X Link 2025-12-05T15:02Z 66.5K followers, 2256 engagements
"GS: Lowering Q3 GDP Tracking Estimate to +3.5% Core PCE in Line With Expectations; Real Personal Spending Unchanged in September and Revised Down in August"
X Link 2025-12-05T18:07Z 66.5K followers, 2285 engagements
"Gold leading YTD on both a total return and Sharpe basis GS US dollar worst"
X Link 2025-12-06T12:16Z 66.5K followers, 2716 engagements
"$AGG yield holding at XXXX% Soon to be 71bps above the Effective Federal Funds Rate"
X Link 2025-12-07T11:22Z 66.5K followers, 2779 engagements
"1-day $VIX closed Friday at XXXX for today. don't expect fireworks"
X Link 2025-12-08T10:41Z 66.5K followers, 2589 engagements
"$SMH vs $IGV . one to watch this week with $AVGO and $ORCL reporting. More from me on @stockcharts:"
X Link 2025-12-08T21:17Z 66.5K followers, 2832 engagements
"Walmart to trade on Nasdaq from today $WMT"
X Link 2025-12-09T12:21Z 66.5K followers, 2514 engagements
"$CVS now up almost XX% YTD leads SPX in the early going. Below-consensus 2026 revenue outlook this morning notwithstanding"
X Link 2025-12-09T14:32Z 66.5K followers, 2124 engagements
"BofA: Hyperscalers are now more capital-intensive than the oil majors"
X Link 2025-11-29T14:14Z 66.5K followers, 90.5K engagements
"Holiday-week nonsense: Initial Claims plunge to 191k lowest since Sep 2022"
X Link 2025-12-04T13:31Z 66.5K followers, 4550 engagements
"$COST very close to a 52wk low (you can count the number of those on one hand since March 2009)"
X Link 2025-12-04T20:56Z 66.5K followers, 3889 engagements
"GS: Nearly XX% of All Large Firms With Over 250+ Employees Expect to Be Using AI Within the Next X Months"
X Link 2025-12-05T21:03Z 66.5K followers, 3572 engagements
"Nasdaq XXX holding at 29x P/E SPX 23x $RSP 17x"
X Link 2025-12-06T16:40Z 66.5K followers, 23.3K engagements
"Goldman points to undervalued heavily shorted staples stocks @seekingalpha"
X Link 2025-12-08T19:44Z 66.5K followers, 59.6K engagements
"Retail traders now account for more than XX% of US equity trading volumedouble their 2010 sharesurpassing mutual funds and traditional hedge funds in activity. @financialtimes @augurinfinity"
X Link 2025-12-09T21:15Z 66.5K followers, 4913 engagements
"About 20bps of cuts priced out of the Fed Funds futures market since Thanksgiving Year-end 2026 rate now seen near XXXX% @AugurInfinity"
X Link 2025-12-10T10:33Z 66.5K followers, 2464 engagements
"Debt-fueled M&A is back Big-time leveraged deals this year. @WSJ"
X Link 2025-12-10T10:35Z 66.5K followers, 2013 engagements
"Torsten at Apollo: The yield curve continues to steepen and investors across all asset classes need to think about why. This pattern of rising long-term interest rates is highly unusual"
X Link 2025-12-10T12:18Z 66.5K followers, 21K engagements
"$XLV a bearish relapse Double-top"
X Link 2025-12-10T13:17Z 66.5K followers, 2134 engagements
"$KRE +3.8% best day since Jackson Hole for the regional banks"
X Link 2025-12-10T20:15Z 66.5K followers, 2676 engagements
"$MSFT $NFLX $UBER $WMT $COST $NVDA some notable losers today"
X Link 2025-12-10T21:01Z 66.5K followers, 2834 engagements
"Trade deficit -$52.8 billion the narrowest since June 2020"
X Link 2025-12-11T13:35Z 66.5K followers, 2409 engagements
"and $DIS wants to shoot itself in the foot too"
X Link 2025-12-11T14:01Z 66.5K followers, 3079 engagements
"Silver. shades of 1979's year-end surge @tradingview"
X Link 2025-12-11T16:39Z 66.5K followers, 2252 engagements