@MommasOptions Avatar @MommasOptions Momma's Options or Bust

Momma's Options or Bust posts on X about stocks, $aapl, money, $amzn 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 stocks 41.32% finance 35.33% cryptocurrencies 21.56% technology brands 16.17% countries 5.99% automotive brands 5.39% currencies 2.99% exchanges 0.6% travel destinations 0.6% fashion brands 0.6%

Social topic influence stocks 7.78%, $aapl #248, money 5.99%, $amzn #526, china 5.39%, $nvda 5.39%, $eth 5.39%, we are 4.79%, $tsla #783, $sbet 4.79%

Top accounts mentioned or mentioned by @spartantrading @fundstrat @henrikzeberg @cycleswithbach @spartantradings @ajawesomecalls @spartantradingcom @adeyeyeabdulaf2 @presidentelonx @ericjackson @graddhytrading @woonomic @altcoinvector @apompliano @remindmeofthis @mikealfred @blesseneaso @graniteshares @yieldmaxetfs @flowbybobby

Top assets mentioned Apple, Inc. (AAPL) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Ethereum (ETH) Tesla, Inc. (TSLA) SBET (SBET) BITMINE IMMERSION TECH (BMNR) Bitcoin (BTC) Iris Energy Limited (IREN) SPDR GOLD ETF (GLD) Advanced Micro Devices (AMD) XRP (XRP) SPDR S&P [---] ETF Trust (SPY) Volatility Shs TR 2X Ether ETF (ETHU) Micron Technology, Inc. (MU) Alibaba Group (BABA) Boeing Co (BA) Oracle Corporation (ORCL) USA Rare Earth, Inc. Class A Common Stock (USAR) Netflix Inc (NFLX) FinGuard (FNGD) Cipher Mining Inc. Common Stock (CIFR) Upexi Inc. (UPXI) Solana (SOL) MP Materials Corp. (MP) Intel Corporation (INTC) DisChain (DIS) Spacemesh (SMH) CatCoin (CAT) Alphabet Inc Class A (GOOGL) Salesforce Inc (CRM) Core Scientific, Inc. Common Stock (CORZ)

Top Social Posts

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

"mad RESPECT for @SpartanTrading walking us up on $NFLX well done my friend"
X Link 2018-08-20T17:43Z [----] followers, [--] engagements

"All of our students will be accommodated in this transition. so please reach out to me or @SpartanTrading if you need assistance"
X Link 2018-09-21T16:30Z [----] followers, [--] engagements

"Am so pleased that #SouthBeach and I are able to share our knowledge with our growing community in Combined experience of cough75+ yrs No ageism here Many have not experienced rising interest rates nor inverted yield curves in QT @SpartanTrading http://spartantrading.com http://spartantrading.com"
X Link 2018-10-04T22:01Z [----] followers, [--] engagements

"Our trading community in is filled with so much amazing experience from the mods to the members Was asked if I would be missed while I take a much needed holiday My response was NO They got this BTW. Many thanks 💖 http://spartantrading.com http://spartantrading.com"
X Link 2018-10-26T18:46Z [----] followers, [--] engagements

"Whelp. on that $AMD train. discussed $AMD / $MU spread over the weekend. now just long $AMD. See [--] on it. 😉@SpartanTrading"
X Link 2018-09-24T23:29Z [----] followers, [--] engagements

"Sat in today on @SpartanTradings class. Never tire listening to him teach his students. Love how he presents ideas. Todays class was on short selling It is amazing being associated with a community of such caring mods and members who give of themselves so others can succeed"
X Link 2018-12-08T23:16Z [----] followers, [--] engagements

"Seasons greetings my friends 🎄 Enjoy time with your family for they are truly a blessing And as for [----]. BRING IT ON Gonna be another bumpy ride. 🎢 🚀 but no worries. ordered seatbelts for us all"
X Link 2018-12-24T23:04Z [----] followers, [--] engagements

"We are now on a path to $SPX 2700-2600. This should occur by end of September. $AMZN closed right at key support [----]. It has led this decline and notable. See [----] coming within 1-2 weeks. $AAPL should roll over as well after product announcement in September. Catch-up time"
X Link 2019-08-24T16:13Z [----] followers, [--] engagements

"There is no reason not to expect continuation in the breakouts of names we trade. Statistics show that after a breakout or breakdown there is an 85% probability of follow through for the next 5-8 trading sessions. $DIS $TSLA $BABA liscious $BIDU = momentum. BTFD mode"
X Link 2019-11-10T14:32Z [----] followers, [--] engagements

"I chuckled a few new members who were delighted with what they saw with @SpartanTrading guidance . asked if this was a typical day. Well the boss our very modest Canadian said yeah but it was a slow day today Friday we had multiple 1000% gains. 🎯. Our standards are high"
X Link 2020-05-18T23:11Z [----] followers, [--] engagements

"I do not talk much about my experience with hospitalization from Covid as well as my whole family and our caretakers families getting it. I do have first hand knowledge and was one of the fortunate ones. I want to encourage those on the fence to reconsider taking the vaccine. 🙏🏻"
X Link 2020-12-13T14:34Z [----] followers, [--] engagements

"Now is the time when volatility is low to enter longer dated trades. I like to call it the go long and deep option strategy. If I can go out to [----] plus Im gonna be all over that. Because on the flip side. when volatility spikes those longer dated trades will get very perky"
X Link 2021-04-11T19:30Z [----] followers, [--] engagements

"Mad respect to @SpartanTrading. Best chart skills of any trader I have met BAR NONE I have ever known Saw $WTW chart and said. go long And just like with #SouthBeach when he says buy . yup I buy Not afraid to follow either one of them"
X Link 2018-08-29T13:15Z [----] followers, [--] engagements

"ok so this morning I announced that I see $AMZN at $2000 today. hey what is 65+ points among friends"
X Link 2018-08-29T19:49Z [----] followers, [--] engagements

"I wonder 🤔 would it be called selfish on my part wishing for a flash crash with China the epicenter Hate this death by a [----] cuts. Maybe Jack Ma stepping down will start the ball rolling. I want to get this correction over with already"
X Link 2018-09-08T15:00Z [----] followers, [--] engagements

"Whelp this week only we have a new holy trinity for this market $AAPL $BABA $TSLA Never in a million years would I have come up with this pairing. But hey. we must all evolve As you all know $ TSLA has been in my dog poop pen for some time but the other [--] 😳"
X Link 2018-09-09T18:38Z [----] followers, [--] engagements

"Friends. Please be respectful of @AjAwesomecalls. @SpartanTrading offered me an opportunity and this is the path I have chosen. I will not discuss any further than that"
X Link 2018-09-23T17:50Z [----] followers, [--] engagements

"I can not understate how much I love LOTTO Fridays in Nonstop trades today But am very pleased with $NVDA trades We played $AMZN $TSLA $AAPL $AMD $SYN $TLRY $IGC $FB $NFLX $SQ $NBEV $ZN $BOJA $VBIV $BA I know CRAZY SHIT @SpartanTrading http://spartantrading.com http://spartantrading.com"
X Link 2018-09-29T00:51Z [----] followers, [--] engagements

"Cycles coming into play again. They accurately called the most recent high & allowed our room to play the downside. Will discuss pre-market where I think things are going Come see what we are all about Over [--] yrs market experience leading the charge http://spartantrading.com http://spartantrading.com"
X Link 2018-10-11T11:25Z [----] followers, [--] engagements

"I must admit am ready for a nap that will span the weekend My busy brain was in overdrive this week helping out as much as I could with @SpartanTrading at the helm it was a remarkable experience #SouthBeach contributing his wealth of knowledge. So proud http://Spartantrading.com http://Spartantrading.com"
X Link 2018-10-12T21:48Z [----] followers, [--] engagements

"I can not impress enough how valuable #SouthBeach is to our community. He was on the mic for over 30min yest I always learn Once again MAD RESPECT. I shall reiterate.with @SpartanTrading they are the [--] most gifted traders I have EVER known BYFAR http://Spartantrading.com http://Spartantrading.com"
X Link 2018-10-13T15:00Z [----] followers, [--] engagements

"Had great fun doing lotto plays today There is something about Fridays that makes me giddy @SpartanTrading is building an amazing community Information is always flowing. Knowledge is being shared in an open environment No competition Amazing indeed http://spartantrading.com http://spartantrading.com"
X Link 2018-11-02T22:32Z [----] followers, [--] engagements

"Got home this aft. already at work finding some cool seasonality plays for the end of the year Will share with my class on Wednesday Will see if @SpartanTrading wants to add any to the swing list @spartantrading.com"
X Link 2018-11-03T22:33Z [----] followers, [--] engagements

"This is a chart driven market right now. If you have not developed that skill set yet all I can say is learn from the BEST chartist and one of the top traders I have ever met in my nearly [--] years of being involved in the markets. @SpartanTrading. No more need be said"
X Link 2018-11-18T16:22Z [----] followers, [--] engagements

"Market would really love some positive news from the trade talks to allow for bounce continuation. I am playing some call options on a few Chinese names - $IQ $QD $BIDU as well as $YINN with that idea in mind. Also have some weekly $AMZN and $APPL bullish iron butterflies"
X Link 2019-01-06T18:33Z [----] followers, [--] engagements

"Update on my wee bullish $BKNG IB. Paid $22 per contract. Only got filled on [--]. Now worth $515 = 2340% . looking for at least 20000% on this but will buy some protection into earnings at the end of the month. Will be looking at $AMZN IB OTM soon"
X Link 2019-02-16T18:37Z [----] followers, [--] engagements

"Oh. you might ask how I came upon the $NIO 7/8/8/9 IB Well. its simple. I asked @SpartanTrading of course He said if they miss 7.85-8.25 The best technical trader I have ever come upon He was on 🔥 today Absolutely speechless with his nonstop trade ideas EVERY day"
X Link 2019-03-05T23:15Z [----] followers, [--] engagements

"I hate to say this but Mnuchin might have been light on the 20% unemployment numbers.i still think from a historical perspective we are facing the Great Depression II. So many companies will be taken over by the govt. GDP -25% coming"
X Link 2020-03-19T23:20Z [----] followers, [--] engagements

"I remind the room every day that we are all a part of history now. Answers to all the questions will come through the virtue of hindsight. There will be a financial price to be paid but for now we must take care of those in need & the decisions being made are life and death"
X Link 2020-03-31T23:35Z [----] followers, [--] engagements

"I continue to maintain that the market is not prepared for the economic decline coming our way. Fed printing money as fast as they can because Congress gave them the green light. Powell continues to warn. $28-30 Trillion lost in global GDP. Good luck plugging that leaky boat"
X Link 2020-05-01T23:38Z [----] followers, [--] engagements

"Sooo very proud of myself . opened a $COIN account . Bought some $ETH $XLM $ADA $MATIC on yesterdays dip. The fees are ridiculous. But am green . for now. My nephew has been bugging me about doing this for months. He is very proud too He is giving me some of his $XRP 😇"
X Link 2021-05-30T14:18Z [----] followers, [--] engagements

"Took some of my $SQQQ $FAZ $TECs $SDS hedges off. with this level of fear. time to let the market digest and run up a bit. always watching to see what gets bought and the quality. New dirty word is CAPEX spending Or maybe Tommy saying EVERY DAY the crypto low is in. dont worry. he needs to 🤐 Now my boo Jensen saying buy SaaS stocks Wouldnt be surprised if there was a little assistance from the govt on the crypto side. they wouldnt do that would they Nope of course not https://twitter.com/i/web/status/2019582462129557615 https://twitter.com/i/web/status/2019582462129557615"
X Link 2026-02-06T01:22Z [----] followers, [---] engagements

"There WILL be a beginners options class tomorrow Sunday @ 1:00pm EST. This is in homage to our European friends who week in and week out stay up to 1:00am to hear me prattle on after the market closes on Wednesdays for 4+hours"
X Link 2018-08-18T20:50Z [----] followers, [--] engagements

"I see AAPL to [------] BA to [------] breakout of monthly consolidation with break out previous ATHs with resolution to Chinese tariff issue. Same set-up for CAT. CMG long term swing [----] within 18-24 months. Will share the rest with my advanced class tomorrow night"
X Link 2018-08-19T14:47Z [----] followers, [--] engagements

"To my students as promised you put in the time and effort so will I Am so proud to see you all working so hard Love you guys"
X Link 2018-08-19T23:05Z [----] followers, [--] engagements

"Have not sold any of my $AMD calls. CONVICTION"
X Link 2018-08-23T20:08Z [----] followers, [--] engagements

"hmm. got a few naysayers when I said Momma sees $AMD to 29.75-30.50. what say you now"
X Link 2018-08-24T15:07Z [----] followers, [--] engagements

"I tell my students all you need is [--] stocks and trade them well. $AAPL and $AMZN proves my point"
X Link 2018-08-30T16:29Z [----] followers, [--] engagements

"I was told many years ago by my grandmother who raised me: If somebody puts you on a road and you dont feel comfortable on it and you look ahead and you dont like the destination and you look behind and you dont want to return to that place step off the road. Maya Angelou"
X Link 2018-09-14T21:43Z [----] followers, [--] engagements

"#Southbeach and I will be by @SpartanTrading side We will focus on education as well as trading skills. I will teach options as I have done inn the past. we will have all kinds of new programs to offer PLUS #SOUTHBEACH will be on the mic and teach"
X Link 2018-09-21T16:29Z [----] followers, [--] engagements

"What a lovely first day with @SpartanTrading. Very proud of his moving forward with his career. Room had fun. did my thing with $AAPL $AMZN $AMD $SNAP. Enjoyed being on the mic premarket going over my thoughts for the day. everything scripted out beautifully"
X Link 2018-09-24T20:19Z [----] followers, [--] engagements

"Will ask the room everyday if they care to see my portfolio so people can see that I actually do trade what I say I trade. And I guess we should ask if they made money off my calls as well 😎"
X Link 2018-09-24T20:23Z [----] followers, [--] engagements

"I have always loved learning & now find myself the teacher. I admit I love teaching & sharing what knowledge I can. But truth is I learn just as much from my students who are truly remarkable & give back to me as much as they receive from me. Amazing http://spartantrading.com http://spartantrading.com"
X Link 2018-10-06T20:11Z [----] followers, [--] engagements

"We are serious about education at . Webinars stand on their own for a modest fee so no chat room fee required. @SpartanTrading classes are invaluable if you want to learn about charting consistency & risk mgmt You also get access to the webinar library http://spartantrading.com http://spartantrading.com"
X Link 2018-10-14T14:57Z [----] followers, [--] engagements

"At least one piece of tradition is being honored by this administration the custom of closing down the markets in remembrance of a fallen President. I was working in DC across from the White House when #41 took office. Those were more respectful times . RIP 41"
X Link 2018-12-02T16:30Z [----] followers, [--] engagements

"Heres a thought . since I think $NFLX is way overpriced here and needs to come back down to sub 300s. lets show some love to $AMZN and $APPL into earnings Just saying 😉"
X Link 2019-01-18T02:28Z [----] followers, [--] engagements

"$BA is breaking out of a yearly consolidation pattern with a PT of $500 plus. Have been all over this in the room. One of THE best companies in the world and entitled to high valuations. And yes I am in [----] LEAPS in this stock since earnings CONVICTION http://spartantrading.com http://spartantrading.com"
X Link 2019-02-06T00:55Z [----] followers, [--] engagements

"The R word is making the rounds. This is the longest we have gone without a recession. It is also the longest the CBs did QE with bonds & equity purchase. Stocks will tell us where we are in the cycle. With the best chartist in @SpartanTrading guiding us we are in good hands"
X Link 2019-02-08T01:26Z [----] followers, [--] engagements

"$TSLA Wanted to give you an update. I have rolled the June puts down to [---] strikes and am in weekly [---] strikes. They are buying Jun [---] strikes which to me is a wee bit ridiculous. @SpartanTrading is expecting a blowoff to the downside soon. Cool"
X Link 2019-05-22T22:47Z [----] followers, [--] engagements

"It is always easier to make money in a down market. why Escalator stair stepping up takes time but the elevator going down tends to be an express. just a fact. Look at the weekly charts With @SpartanTrading at the helm on the intraday micro moves easy peasy"
X Link 2019-05-29T01:09Z [----] followers, [--] engagements

"Came up with another delta trade for the room today. Last one was $BA where some banked 1500% profits from it. I expect the same/more from $COST. Gave the room Sept [---] calls @ .07 . currently .41. All about the delta plus crazy mad tech skills from our boss @SpartanTrading"
X Link 2019-08-27T21:02Z [----] followers, [--] engagements

"My response to the impeachment inquiry. Im going to Disney World in [--] days [--] hrs [--] min and 32sec Countdown time 😇"
X Link 2019-09-24T22:12Z [----] followers, [--] engagements

"I can not tell you how easy @SpartanTrading makes my job in developing narratives watching for clues for contrarian set ups and keeping a watchful eye for risk for our members. His technical prowess accuracy and CONVICTION is beyond compare. Thankful 🙏🏻"
X Link 2019-12-08T15:57Z [----] followers, [--] engagements

"Wishing you all happiness and joy to you and your loved ones in this holiday season. Merry Christmas 🎄🎁 Happy Hanukkah 🕎 Safe travels 💜"
X Link 2019-12-25T13:28Z [----] followers, [--] engagements

"I am asked how I can see things before others do. I showed the room a quote from Mark Twain whereby history doesnt repeat itself but it often rhymes. If you live long enough and you look hard enough you often times see those rhymes"
X Link 2020-01-12T14:16Z [----] followers, [--] engagements

"For those who have known me for awhile. I called the low in Dec [----]. I need to see a few more things fall into place for example the Fed. Dark Pool money. Hedge/Pension funds robustly buying like we saw if you believe on Friday. Will wait for Fed until I pound the table"
X Link 2020-03-01T14:58Z [----] followers, [--] engagements

"Friends this is when wealth preservation is critical. You must have an action plan in place. NOW @SpartanTrading has brought together a team and community of experienced traders unparalleled as we now maneuver through these difficult times"
X Link 2020-03-15T22:37Z [----] followers, [--] engagements

"Right now. only [--] things matter. 1.keeping you and your family healthy/safe [--]. asset preservation We can deal with everything else later"
X Link 2020-03-18T00:08Z [----] followers, [--] engagements

"Oh my. now I know it feels like to wake up on a Sunday morning thinking it was Monday. took me awhile to figure out why the markets were closed.sadly it was after my shower coffee and sitting at my desk. well you get the idea. 😫"
X Link 2020-03-22T11:00Z [----] followers, [--] engagements

"Pounded the table this morning that $BA call premiums were going up while the stock was going down. Very bullish event. This actually happens more than most realize. The options never lie when this happens. 🚀 $AAPL doing the same. call premiums being bid as the stock sold off"
X Link 2020-04-15T18:50Z [----] followers, [--] engagements

"Next shoe to fall. states cities towns. unable to make loan payments. more layoffs. another stimulus pkg will be rolled out. We are far from done with the fallout from the virus"
X Link 2020-04-23T01:03Z [----] followers, [--] engagements

"The longer we hold up the harder the fall will be. I maintain that the market clearly is unaware of what will happen in the coming months. Every Fed head that gets quoted continues to sound the alarm. It seems to be falling on deaf ears"
X Link 2020-05-05T22:15Z [----] followers, [--] engagements

"Typical Sunday afternoon doing my due diligence looking for seasonality and delta trades for both rooms"
X Link 2020-05-10T17:26Z [----] followers, [--] engagements

"Having some quiet time. Exhausting week but hey itd LOTTO FRIDAY tomorrow. @SpartanTrading its gonna be wicked fun with all the setups. Up or down I do not care. Just give us some action Plse and thank you"
X Link 2020-06-11T21:39Z [----] followers, [--] engagements

"Gonna be an interesting Lotto Friday Will $AAPL $TSLA continue their march higher $SPY still staring at a double top . gonna sit back relax & let @SpartanTrading do what he does best. find momentum trades for us all day long Fridays are always fun http://Spartantrading.com http://Spartantrading.com"
X Link 2020-08-14T01:49Z [----] followers, [--] engagements

"So let me get this straight. Mnuchin and Pelosi have been talking for days to see if they can gobble something together . market and Powell want stimulus pkg . President says. nope we are done . will wait until after I get re-elected. Makes ZERO sense 🤯"
X Link 2020-10-06T22:55Z [----] followers, [--] engagements

"I rarely do this but I wanted to show you what conviction looks like. I pounded the table on small caps"
X Link 2020-12-14T15:58Z [----] followers, [--] engagements

"I dont understand why individuals dont invest in themselves. I have always tried out new services to see what I can learn from them or simply to pay for their expertise & experience. The fact is you do need to spend money to make money. I learn something new literally EVERY day"
X Link 2021-11-13T15:35Z [----] followers, [--] engagements

"Starting to put some hedges back on. $QID $FNGD a little $SOXS but broadening my tent $TTD been in since low 50s $AAOI $RIVN see accum. Obviously $TSLL. But when I see this much low float action it tends to happen towards ends of rallies"
X Link 2025-05-09T15:45Z [----] followers, [---] engagements

"Lifted off 75% of my $GC position hedges & added full size to my $AGQ and miners. Would be surprised if we didnt see a rally in the industrial metals. Love nuclear exposure as I have discussed. It should outperform as global catch up of nuclear power plants"
X Link 2025-05-15T23:20Z [----] followers, [---] engagements

"Fri I said x times in the room MMs kept put premium high. VXX bid above [--] didnt make sense. Low floats & small caps do best at end of a LC rally = hedge & trim positions. Posted hedges $SOXS $QID $SDS $XLK $SMH puts. also in $SDOW $TZA $HIBS $TMV 38.2% fib pull PT watch $GC"
X Link 2025-05-17T11:58Z [----] followers, [---] engagements

"$GC have been very consistent with this conviction trade since [----]. I still think we see $12k as world deleverages from $USD. The fake news that CBs were sellers 😂 . Short term 🎢 because of $BTC and $QQQ retail rotation. I do hedge when I see that rotation but BTFD"
X Link 2025-05-18T13:08Z [----] followers, [---] engagements

"Am obviously long $GLD $SLV $PLTM $DBA $URAA $CAT miners nuclear but am now doing research to do starters in $MOO $PICK $XME $REMX $DBB $GLTR $DBB Will more than likely do small 1/4 starter pos then add. Conviction trades so will BTFD and sell into pops 1/3 then rinse and repeat"
X Link 2025-05-25T12:23Z [----] followers, [---] engagements

"I encourage you to read what Ronald Reagan said about tariffs and what Steve Madden just said. Everyone knows my views on tariffs by now. I will reiterate that our trading partners are done with US & are already expanding trading deals with other partners as fast as they can"
X Link 2025-05-25T14:01Z [----] followers, [---] engagements

"Well am sure DJT with TACO comments gonna start tweeting and getting tough again with tariff talk. $CDNS news was huge for China. Large $FXI put sweep. Shows me we are not close to any trade deals. Just sound bites tweets clicks and algos"
X Link 2025-05-28T22:25Z [----] followers, [---] engagements

"Making US hostile environment to foreign brightest minds. We lose our exceptionalism. Think of cos with foreign born CEOs $NVDA $TSLA $IBM $GOOGL $INTU $CRM $ORCL many more. They will go elsewhere. I would. https://www.forbes.com/sites/michaeltnietzel/2022/12/17/the-top-25-american-universities-based-on-r-and-d-spending-johns-hopkins-again-heads-the-list/ https://www.forbes.com/sites/michaeltnietzel/2022/12/17/the-top-25-american-universities-based-on-r-and-d-spending-johns-hopkins-again-heads-the-list/"
X Link 2025-06-08T11:48Z [----] followers, [---] engagements

"Well when you put it like that. Ill take a starter . have been in and out of $IREN and $APLD as retail scalps but maybe worth a long term swing $CRWV trades at 7.6x [--] revs growing at 129% $IREN trades at 2.6x [--] revs growing at 78% (which is before any deals) $APLD trades at 10.3x [--] revs growing at 3% (after their CRWV deal with bad back-end economics) At 5x IREN should trade at $20/share now At 7.6x IREN trades $CRWV trades at 7.6x [--] revs growing at 129% $IREN trades at 2.6x [--] revs growing at 78% (which is before any deals) $APLD trades at 10.3x [--] revs growing at 3% (after their CRWV"
X Link 2025-06-21T13:52Z [----] followers, [---] engagements

"Be still my heart will LeBron come back home to finish his career 🙏🏻 Team Cleveland Cavaliers . I think so"
X Link 2025-06-29T16:31Z [----] followers, [---] engagements

"If Powell challenges . the Supreme Court was very clear in their Harrison decision written by Justice Roberts that the Fed members could NOT be fired 🍿🍿🍿🍿 Treasury Secretary Bessent says hes prepared to replace Fed Chair Jerome Powell if President Trump requests it. The storyline has been shifting over the past month. First FED members started to align with Trump as Powells term gets closer to its end. Next we saw Bessent Treasury Secretary Bessent says hes prepared to replace Fed Chair Jerome Powell if President Trump requests it. The storyline has been shifting over the past month."
X Link 2025-07-05T15:37Z [----] followers, [---] engagements

"This whole chatter about Powell getting fired has no legal grounds. Powell if fired would challenge. Lets not forget there are [--] voting members. We are seeing some start to get dovish Supreme Court says Fed different from Trump firing cases https://www.cnbc.com/2025/05/22/supreme-court-federal-reserve-trump.html https://www.cnbc.com/2025/05/22/supreme-court-federal-reserve-trump.html"
X Link 2025-07-05T15:42Z [----] followers, [---] engagements

"I actually am increasing my exposure in this asset classes as a hedge against my $GLD positions. Working on an idea that will share with members in our day trading room at @SpartanTrading"
X Link 2025-07-06T11:32Z [----] followers, [---] engagements

"We are finally here where seasonality = roll over. how it happens who cares. Watching [--]. Powell drama. Supreme Court says hands off big boy 🍿 [--]. Tariff Time [--]. Stagflation from tariffs [--]. Earnings Season. [--]. $USD Not expecting major pullback but perhaps 3-5% in a bull mkt"
X Link 2025-07-06T12:37Z [----] followers, [---] engagements

"I shared with some friends last wk that I was putting on some hedges $TECS $SOXS $VXX $FNGD $XLK p & $TECS c. Its time in terms of risk/reward at least for me. But I tend to be more proactive when I can see a move down coming. I always have trailing stops once it starts to work"
X Link 2025-07-06T12:51Z [----] followers, [---] engagements

"The one positive thing about this disruptive chaotic tariff approach is it kicks a lot of countries in the ass who have been lazy. They now have to aggressively do catch up in terms of exports infrastructure and supporting domestic companies BUT bad thing is many roads lead to China as Xi sees an opportunity to increase footholds in places that normally would not trade with him. The global realignment will be painful for the next few years for many countries but worth it once they become less dependent on US who is no longer a reliable trading partner. Ya never know when DJT is gonna get a 🐝"
X Link 2025-07-06T14:59Z [----] followers, [---] engagements

"This is why I am TOTALLY against this admins hostile throw the baby out with the bath water stand 44% of Fortune [---] cos were founded by immigrants or their children New Report Reveals Immigrant Roots of Fortune [---] Companies - American Immigration Council https://www.americanimmigrationcouncil.org/press-release/new-report-reveals-immigrant-roots-fortune-500-companies/ https://www.americanimmigrationcouncil.org/press-release/new-report-reveals-immigrant-roots-fortune-500-companies/"
X Link 2025-07-06T15:03Z [----] followers, [---] engagements

"Heres a new ETF in a theme that I think is in a transitional phase. $NODE does have a higher $BTC exposure but let us not forget that cryptos is the DJT Family Business so. but energy is a BIG DEAL and miners will follow $CORZ $IREN $CIFR (all [--] I am in) path. Has energy names as well so will buy to watch and see if vol starts to come in. Efficient way to get in these stocks. Am in"
X Link 2025-07-06T15:12Z [----] followers, [---] engagements

"For all you $IREN fans am in $20c all the way out to Jan [----] will roll out further expiration on a pullback"
X Link 2025-07-06T19:08Z [----] followers, [---] engagements

"Kicking ass with friends in all my fav sectors right now. Watch this $BTBT shocked its not higher. lets see if peeps figure out. $SBET dip yesterday was a gift . lets see but core sectors all gaining steam . broad tent .⛺"
X Link 2025-07-10T22:00Z [----] followers, [---] engagements

"Ok so why isnt $GME higher with all their $BTC purchases 🙄"
X Link 2025-07-10T22:20Z [----] followers, [---] engagements

"@adeyeyeAbdulaf2 @PresidentElonX Thanks for the info"
X Link 2025-07-12T17:44Z [----] followers, [--] engagements

"I have indeed I follow @CyclesWithBach he has a honey do list so am in $SBET $BMRN $GAME etc. $ETHU $BITU $YBIT have some low float names just for shits and giggles. some small. $SOLT and $XXRP looking for rotation but look at the $BTC / $ETHU bear flagging on the monthly and nailed the double top for rotation. Am also playing the blockchain energy story2 very promising imo"
X Link 2025-07-13T16:21Z [----] followers, [---] engagements

"So we ALL know that Woods and Tommy boy are HUGE crypto peeps for years now. Add the DJTFP = Donald j trump family business all in on the crypto side. lets be serious. how can it NOT go up. I actually can see Bessent selling some of our gold holdings and converting them into 🥁 roll plse. cryptos and putting in sovereign wealth fund. Even China is reassessing blocking ownership in the space. not rocket science friends. FOLLOW the money with this crowd"
X Link 2025-07-13T16:28Z [----] followers, [---] engagements

"I am going to take a walk down memory lane so far for my [----] ideas I posted for those who follow me [--]. Market sells off first qtr [--]. Rotation to overseas mkts reversion to the mean outperformance [--]. Buy the dip in April when FwdPeX dipped below [--] in $META $NVDA LC etc and DJT says buy buy buy. [--]. Broaden your rent into other sectors nuclear energy robotics defense AI etc [--]. THE banger trade I think was me saying $NVDA $95 first. Then bought it . I got smack and hate talk on that shout out [--]. Commodities a must have in ones portfolio 😬"
X Link 2025-07-14T17:57Z [----] followers, [---] engagements

"Have been in $XRP since .13 because my nephew made me 😂 Bought some $XXRP and also in $VVOR $SBET $GAME and $BMNR from @CyclesWithBach honey do list. Already in $IREN $CIFR $BTQQF from @ericjackson as well $MARO $CONL $MSTU $BITU $YBIT $MSTY etc etc etc. Part of my commodity bucket. Key is listening to those who know a sector . I still do my own research and then act accordingly"
X Link 2025-07-14T21:35Z [----] followers, [---] engagements

"$NB retail wants to run this rare earth miner on radar"
X Link 2025-07-15T09:56Z [----] followers, [---] engagements

"Not rocket science when all afternoon $XXRP calls were scanning. Yesterday it was. $ETH. $ETHA $ETHU . pay attention to where money is rotating into OpEx. Retail is engaged as well. BTFD with these crypto treasury stocks. $SBET $BMNR $UPXI etc etc etc. I have learned a long time ago to educate myself and go where the money tells me to"
X Link 2025-07-17T23:37Z [----] followers, [---] engagements

"I really think it is important to always do your own due diligence. But we all need a starting point to guide us in the right direction. I have my chosen few when it comes to commodities and cryptocurrencies. We are in a commodity supercycle. I already started my basket a few months back because rule #1 buy when nobody wants to buy. Cryptos are part of that. We can have a lengthy discussion about fiat currency during this cycle. But I talk about that pre market in the trading room. So I am creating a thematic basket for the run. Appreciate the work @CyclesWithBach @graddhytrading"
X Link 2025-07-20T12:16Z [----] followers, [---] engagements

"I absolutely LOVE leveraged ETFs For the upside and downside. There is decay just by the way they are designed but when you get momentum trending moves I am alright with that because your gains will more than compensate for that. Pullbacks are painful at times but have learned to treat them like commodities. Sell the pops 1/3 so you can but the drops. Look we are in a bull market. as long as nothing has changed to the fundamentals and DJT says buy buy buy you have to BTFDs. I have rotated out of $NVDL told the room I bought in low 30s after my banger $NVDA sub [---] call. am now in $NVDX to"
X Link 2025-07-20T13:28Z [----] followers, [---] engagements

"So the key question for me is will crypto mania create a nice retail rotation from equities. imo YES 🍿"
X Link 2025-07-20T14:48Z [----] followers, [---] engagements

"There are a lot of naysayers regarding crypto treasury plays. YOU want to step in front of this freight train go ahead. The key will be mNAV. When they get craycray high I dont want to be the last one standing. BUT as you can see with the Saylor model. do offerings to buy underlying crypto treasury holdings then rinse and repeat. Will the music stop for sure. but this is still early days in regards to retail with $ETH #altcoins as they do a catchup with $BTC. The $BTC / $ETH spread is all you need to look at right now. @HenrikZeberg showed an amazing chart of what phase we are in with his"
X Link 2025-07-20T14:54Z [----] followers, [---] engagements

"You know when someone keeps telling you there is gonna be a Golden Age one really needs to pause and think. So Hassett was asked why DJT is doing tariffs when we have a trade surplus. Then he starts rambling on how this is how we get to the Golden Age 🥳"
X Link 2025-07-22T00:00Z [----] followers, [---] engagements

"No matter how you slice and dice it our market rise is a function of M2. Its all about liquidity. Contraction of liquidity = contraction in indices. Factor in DJT wants interest rates at 1% 😬 well more fuel for the M2 🔥. When this M2 merry go round ends that is when you will see an epic decline in the markets. But until that time yrs 2-8 in a decade are uber bullish so BTfD. Question is what will be the catalyst for this event to occur. Some sort of financial crises like [----]. Heres a dirty little secret 🤫 Debt / GDP wont be erased by tariffs and deregulation . 🍿"
X Link 2025-07-26T12:27Z [----] followers, [---] engagements

"For me I see the world in spreads to negate $USD. I learned to do this 40yrs ago during my commodity currency training in the UK. Americans have tunnel vision in how they view stocks and markets. Doing spreads like $BTC / $ETH told me $ETH would outperform. $QQQ / $CQQQ got us into Chinese names in the 1st qtr. It has 🚩 telling me China may start to outperform again. The same with $DAX / $NQ. It works with any pairing. Broaden your tent to see where outperformance and underperformance will come from"
X Link 2025-07-27T15:20Z [----] followers, [---] engagements

"I think we all can agree the wheels on the bus are gonna fall off. And the longer we rally the larger that cliff will be. BUT picking tops is a statistical disaster when the markets are up 70+% of the time. So patience and we wait for the pieces to come together. This is a global fandango coming. So be vigilant. But stay invested. I have my thematic baskets where I BTFD . I am in cryptos . I am in LC . and I have hedges for September that I will gladly lose money on. But I do t think I will 😂"
X Link 2025-07-27T15:26Z [----] followers, [---] engagements

"So true @APompliano the BLS revisions have been staggering for decades its like 30% of CPI guesstimates I trust no govt data only corporate And lets be honest Ai being successful = need for less employees = higher productivity = higher corporate earnings. Then add in robotics and off you go Isnt this what everyone wanted Anyone with half a brain knew the BLS data was wrong for years. Bitcoiners have been calling attention to how inaccurate the CPI metric has been. Gold is outperforming the stock market in the last decade and you think inflation was only 2% per year Anyone with half a brain"
X Link 2025-08-02T12:30Z [----] followers, [---] engagements

"Love to learn and challenge myself so am enjoying the crypto treasury trade. Have actually done well range trading $BMNR and having puts in $UPXI $SBET . Figured out real fast if retail isnt engaged in the underlying crypto the treasuries just bleed. $BMNR is a different beast because of our boy @fundstrat so I did dip buy $ETH sub [----] because of fibs and pivot points because he and Peter Thiel are way smarter than me Wasnt happy when they did the offering should have been way higher just saying"
X Link 2025-08-03T14:48Z [----] followers, [---] engagements

"Duuude @HenrikZeberg go big or go home Love your analysis There is no doubt just a reversion to the mean =.50 bp cut. So the dirty little secret is the Fed winds down the balance sheet and the treasury buys it. The issue as you know and we all know is global DEBT . M2 levels = insanity. my head hurts thinking about how this all ends .but the can has been kicked down the road since [----] 🍿 I say: FED is going to cut by [--] basis points in September sending Risk Assets soaring into final highs. Now let this tweet age @RemindMe_OfThis on September 17th [----]. I say: FED is going to cut by [--] basis"
X Link 2025-08-03T15:17Z [----] followers, [---] engagements

"Am a buyer of $NVOX and $UNHG 1/4 position and will add tranches lower off fibs and pivots or reclaim of ema supports. Long term swing for me right now"
X Link 2025-08-03T19:11Z [----] followers, [---] engagements

"Wowow my first foray into cryptos .feeling good so far $ETH $XRP $SOL $BMNR $UPXI $SBET $PENGU $GLXY. For those who say I dont post my trades real time. well IDO Mentioned in the trading room weeks ago as well I was re-weighting from $GC to cryptos 🚀 its the DJT family business . you have the US govt backing you now"
X Link 2025-08-07T10:56Z [----] followers, [---] engagements

"Ok so maybe I am not a true believer yet in terms of this crypto rally potential with alt season. Am I long $ETH $BMNR $SBET yes. Now of course there is a short squeeze potential in $ETH as liquidity is taken out BUT good golly some of these PT for $ETH make me kinda shake my head. Is this euphoria - mania - bubble or maybe @fundstrat knows and sees something I just havent wrapped my head around. As a disclaimer I am in $GRNY and @fundstrat is one smart dude. I have learned to scalp around him but NEVER bet against him🍿"
X Link 2025-08-10T12:43Z [----] followers, [---] engagements

"and who says macros dont matter . fuck macros well guess what PPI hot = $IWM falls to breakout $NAIL comes in. Consumer stocks well anyways TEAM MACROS"
X Link 2025-08-14T15:47Z [----] followers, [---] engagements

"So the question is what company and or sector is next in terms of government involvement . investment. We have rare earths already. $MP then Chips-ish $INTC which I really really REALLY hate. for me looks like energy sector which has lots of directional opportunities but would think nuclear then quantum. Data Centers have huge capex spending already so not on the table"
X Link 2025-08-30T16:36Z [----] followers, [---] engagements

"$BMNR I am long but prefer $ETHU trade. The whole treasury trade isnt reliable if looking just at mNAV. Its all about trust in mgmt and that is why $BMNR has outperformed because of @fundstrat. For now I watch the spread $ETH / $BMNR to tell me when to overweight or underweight each leg"
X Link 2025-08-30T21:28Z [----] followers, [---] engagements

"So my two favorite cryptos for now are $ETH via $ETHU and am in $SOL and $SOLT"
X Link 2025-08-30T21:29Z [----] followers, [---] engagements

"So here is the difference between being an ideas person vs technician. Once I saw the potential of blockchain names and energy conversion like $CORZ $IREN months ago i literally went down the list and created a basket including $CIFR $BITF etc. This has all been documented in my pre market analysis MONTHS ago. @SpartanTrading These are asset classes so my commodity background knows FiFO rules. First one in First one out. Money is made when you buy when no one wants to buy . Have been in my thematic quantum basket for months. It is still cheap in terms of application as I have posted.All it"
X Link 2025-09-21T15:13Z [----] followers, [---] engagements

"So the important question that needs to be asked from the past week is are we going back a non-market friendly posture with the administration. Tariff time again. Mirans speech last week gave us insight to where things will be headed. Not IF but when. He even wrote a white paper on how to dismantle the Fed and give the President the power to take over debt funding. IF Cook is allowed to be fired then the President will fire every Fed member that doesnt show fidelity to his vision. We know that foreigners are overweight US stocks and bonds. Sovereign Wealth funds and leveraged ETFs could be"
X Link 2025-09-27T21:55Z [----] followers, [---] engagements

"I have often said I have no issue being a lemming when it comes to consistency in investment ideas. ok down to business . @mikealfred is STUDLY with his $BKKT . got in early and riding the 🌊 he is well worth the follow Now our thematic baskets trim to get within proper weighting based on your action plan. If you dont have one MAKE ONE just enjoy the amazing ride Once in a lifetime opportunity for us folks"
X Link 2025-10-02T23:24Z [----] followers, [---] engagements

"So I have found the hardest thing to learn and remember is letting your winners ride . that I do mostly well . $OKLO 1460% but there is this human nature not to leave a piece on for the what ifs at times. It doesnt have to be all or nothing game. I have a laundry list of stocks I got out of because I thought well they are up 100% take my profits and move on $APP $PLTR $CVNA then I found myself buying back at higher prices after realizing shit its momo stock stupid . Its a really tough lesson to learn even for me but in a bull market it is a MUST at least to try"
X Link 2025-10-04T15:31Z [----] followers, [---] engagements

"I have spent a lifetime studying the Chinese culture and decades learning about Xi. You can say its war and fuck them whatever. Well yeah it is. Xi will NOT BLINK he will stay steadfast in his goals at all cost as long as holds power. PHe will not cede control over THE largest bargaining chip rare earth minerals. He wants China to fill the void this admin is creating The market told DJT all he needed to know as did Xi today . Bullying him will not work. This is what a global reset looks like. I have said this over and over this is supply side economics at work. Maybe just maybe this admin"
X Link 2025-10-12T16:09Z [----] followers, [---] engagements

"Ooooofff alright the bad news is. thematic portfolio took a licking but kept on ticking due to hedges in $KRE $WAL $ZION $XLF $UUUU $TZA $SPY $QQQ etc etc etc Throwing the baby out with the bath water kinda. I think semis LC high beta names need to get hit before we can bottom. I have to say I did buy some $IREN at the close. Not in a rush to add So what happens if we get no gap up tomorrow or BTFD vibe like ASAP . I think lower still within a bull market. Today kinda felt like the regional bank crisis. All I can say is guidance and capex needs to be stellar"
X Link 2025-10-16T22:28Z [----] followers, [---] engagements

"Shout out to #SouthBeach who gave us $CGC and $TLY . RESPECT my friend"
X Link 2018-08-21T13:41Z [----] followers, [--] engagements

"Great class explaining why I was now doing put writes on stocks I want to own . Jan [----] all 50%+ lower from cash = bargain $$$ $DIS $DAL $CAT $AAPL $ADP $INTC $LMT $MAR $MDT. On the prowl for more. I think risk/reward now pointing to the upside Divergence in fear/greed index"
X Link 2020-03-18T23:06Z [----] followers, [--] engagements

"Part [--] Xi brilliantly started his vision with the Belt & Road initiative. Now BRICS. This will continue to expand in size and more importantly unlimited access to commodities and trade beyond any scope we have seen in 100s of years. I prefer India overweight $INDL"
X Link 2023-07-08T15:11Z [----] followers, [---] engagements

"I continue to see a narrative for more upside for commodities in particular $GDXU $COPX $AGQ $INDL $BITO $GUSH in your portfolio. I shared in the room that I felt [--] months ago we had a multi year low in a lot of commodities. That happens in commodity super cycles-round trippers"
X Link 2024-04-14T13:34Z [----] followers, [---] engagements

"Kudlow: How are you dealing with your other businesses Elon Musk: "With great difficulty. (long pause) uhg. yeah I think a $125bln pullback in $TSLA from Jan. can even make him a little despondent. spacex debris. Global boycott of Tesla cars. No jumpy happy musk today 📉"
X Link 2025-03-10T21:08Z [----] followers, [---] engagements

"European fighter jets like the Eurofighter Typhoon and Dassault Rafale are known for their advanced technology and performance with the Eurofighter Typhoon being a swing-role combat aircraft and the Rafale being a versatile carrier-capable fighter. $EUAD 💰"
X Link 2025-03-17T19:03Z [----] followers, [---] engagements

"I have discussed the neg effects of clawing back the Chips Act for x states & companies that benefited from this +$500bln infusion. Trump has repeatedly railed against it This was the foundation for buying in a lot of semis. Pay attn $WOLF $INTC $TSM more unemployment coming"
X Link 2025-03-29T15:41Z [----] followers, [---] engagements

"Stocks I bought or added to premarket $RH calls $AVGX $FBL $PTIR $HOOD $APP $QLD $MU $AMZZ $JPM $CRM $RDDT. Still hedged $YANG $TSLQ $SOXS $TZA $SDOW $TECS As you all know I have had issue w $NVDA from $150s & many came after me when I said $90 PT 🎯exited my shorts premkt 💰"
X Link 2025-04-07T16:15Z [----] followers, [---] engagements

"@blessen_easo So sad too bad money talks bullshit walks QQQ/CQQQ still down -25% YTD was -46% when I started to post time to flip buy $NVDL $FBL value US LC tech. Told everyone that $NVDA was going to $90 got lots of shit for that one. Come back in [--] years and we will see how things play out"
X Link 2025-04-13T12:43Z [----] followers, [--] engagements

"As things escalate between US and China a prime beneficiary will be India. Back to full size in $INDL not a lot of vol so has to be a conviction trade"
X Link 2025-04-18T13:20Z [----] followers, [---] engagements

"So am looking at this $BULZ ETF. as you know I LOVE leveraged ETFs on the up and downside. I am actually in almost all the components on the leveraged side. have to look at liquidity but will probably do a starter on a pullback to free up some capital to add to preferreds $TMV"
X Link 2025-05-03T14:38Z [----] followers, [---] engagements

"Mentioned a few times in the past couple weeks in the day trading room accumulation of nuclear names. I am in this space simply because opportunity of infrastructure spending into nuclear power. Common sense. Have a few names on $URA $NUKZ $IGF $CCJ $VST $SMR $UUUU $NNE ww"
X Link 2025-05-11T12:16Z [----] followers, [---] engagements

"Found some new ETFs to explore. Stay tuned . Love buying a little bit in thematic sectors and stocks that I want exposure in Love leveraged ETFs but you need to understand how they work. This is how I got the room involved in $TSLL $NVDL $FBL way before the cool kids came out to play fwiw love @graniteshares and @YieldMaxETFs"
X Link 2025-07-06T14:51Z [----] followers, [---] engagements

"$TAKOF long and strong in my drone bucket allocation. Its like so simple that warfare is not boots on the ground its drones"
X Link 2025-07-10T22:10Z [----] followers, [---] engagements

"@fundstrat are a LOT smarter than I am with their position in cryptosphere. Being a very old gold gal I do see their compelling argument of broadening my tent into this asset class. I have increased my exposure to 50/50 precious metals / $ETHU $BMNR $SBET $BITU $XRP BUT will hedge and or sell when @HenrikZeberg shouts it out https://twitter.com/i/web/status/1949086263962644832 https://twitter.com/i/web/status/1949086263962644832"
X Link 2025-07-26T12:35Z [----] followers, [---] engagements

"I did my first BTFD in cryptos yesterday . buy when no one wants to buy has worked well for me over the years with commodities. plus fibs and pivots. $ETH $XRP $SOL. Have to say it was stressful. @HenrikZeberg @CyclesWithBach @fundstrat very helpful with their convictions and narratives https://twitter.com/i/web/status/1952085891016462528 https://twitter.com/i/web/status/1952085891016462528"
X Link 2025-08-03T19:15Z [----] followers, [---] engagements

"Watching this new humanoid ETF from Kraneshare to see if any volume comes in. like the holdings $KOID"
X Link 2025-08-03T21:01Z [----] followers, [---] engagements

"Favorites right now $SOFI $IREN am a dip buyer in $TIGR $OPEN $BMNR . still have hedges on my cryptos with $MSTR puts $SMST and $SBIT did grab some $ETHD. I think either you believe in @fundstrat stewardship or you dont. his narrative not today but going forward is intriguing a nd transformational. I will start accum back $BMNR was able to exit near highs today . will lift off hedges on reclamation of ema and pivots. Thats my story and sticking to it https://twitter.com/i/web/status/1960075124679610439 https://twitter.com/i/web/status/1960075124679610439"
X Link 2025-08-25T20:21Z [----] followers, [---] engagements

"$NBIS watching weekly breakout. been in this since the 30s lots of room . thematic baskets are baaaack quantum names looking perky am in $IONL $RGTX $QBTS"
X Link 2025-08-26T15:27Z [----] followers, [---] engagements

"So with eyes on UK EU data center build up spending I am already in the obvious $EQIX $DLR $NBiS $ASML $DTCR $VOLT but am researching a couple European companies that might directly benefit but problem is many not listed on US exchange $ACM $ETN already rip city "
X Link 2025-09-14T13:20Z [----] followers, [---] engagements

"One of the best way to give broader exposure to your portfolio is through thematic ETFs. Since I believe in the rule of [--] on steroids I still find that I cant cover every stock within a thematic basket. $QTUM $ROBO are great examples of how to broaden your ⛺ beyond targeted holdings"
X Link 2025-09-21T11:48Z [----] followers, [---] engagements

"So lets take a walk down memory lane. back in Jan-Feb I said I see $BABA 180ish by Aug . sue me one month off"
X Link 2025-09-24T13:08Z [----] followers, [---] engagements

"My strategy has been and will be trailing stop entry on puts at support breaks as a hedge for portfolio $SMH $SPY $QQQ $CVNA $PLTR $OKLO $ORCL Took off some $TECS $SOXS at lows but complacency in $VXX plus record leveraged ETF buying . hmmmm 🤨 Some things are already down 20%"
X Link 2025-09-25T23:58Z [----] followers, [---] engagements

"I still think the money will be made in a few Canadian jr rare earth miners like $ARAAF $CLRMF $NMTLF but the US jr side stay the course $USCMF $REEMF $TMRC $NB $USAR $USARW $NB far from done . Stay the course"
X Link 2025-10-07T21:58Z [----] followers, [---] engagements

"This is what a commodity super cycle looks like on steroids. we are in year [--] and they last on avg 8-10 yrs . just saying . your mind is gonna be blown by what happens $GLD $SLV $PALL $COPX $PLTM then rare earth add on energy then batteries robotics and nuclear 🤯 💰💰💰💰💰💰"
X Link 2025-10-13T22:20Z [----] followers, [---] engagements

"We are slowly setting up for market to actually price in the cost of data center AI buildup etc. Its all about strong balance sheets now with FCF. Free cash flow is shrinking and why I have been short $ORCL because they have negative FCF. $META is financing $30 bln. To get in the game. Cash on hand will matter in declines and the capex returns need to be seen within 2yrs. $NVDA making up nearly 20% GDP is stunning. BTW the CNN fear and greed index shows the wealth distribution siding gap. Just some thoughts to ponder"
X Link 2025-11-01T14:12Z [----] followers, [---] engagements

"Uh am I the only one scratching their head about this potential new $2000 dividend from the government. Does this mean the admin knows the Supreme Court is gonna allow the tariffs or perhaps they dont care and that tariff money that was meant to pay down debt is now going towards a stimulus check I think it actually is helpful and necessary for those in need. Horrible to see the food bank lines that go on forever that Fox News has been showing. But kinda sounds like something the democrats the socialists that they are. Plus how did we get here in the first place"
X Link 2025-11-09T15:23Z [----] followers, [---] engagements

"So my autistic son has been on the airplane. on the runway since 11:30 at MCO because only [--] runway available for takeoff. pay the fucking air traffic controllers . they are ESSENTIAL workers 🤬"
X Link 2025-11-09T18:34Z [----] followers, [---] engagements

"Short sellers always have compelling arguments but. threading the needle on the short side is rarified air. That is why they dollar cost average all the way up for the couple elevator down moves in a bull market. Yes $ORCL was a clean short for me in the earnings round tripper and now I am nibbling long. Yes thematic sectors got whacked and $NVDA has been a wee bit soft since Halloween. Is this THE top I doubt it because we are in an AI Humanoid super cycle"
X Link 2025-11-10T00:54Z [----] followers, [---] engagements

"@FlowbyBobby made some Stella 🍺 on that SNOW put whale"
X Link 2025-11-13T18:13Z [----] followers, [----] engagements

"Can someone plse explain why NY Fed met with banks about liquidity 🚩 [--] FACT if it wasnt for NVDA and AI data centers we would be in a recession 🚩 [--]. Unemployment going a lot higher 🚩 [--]. 70% of consumers are fucked aside from baby boomers and well you know who. 🚩 [--]. Capex spending tipping the scales when you borrow and or dont have or use up your FCF 🚩 All asset classes including $GLD selling off is a HUGE 🚩 that a deflationary cycle coming. [--]. Cash will be king a story coming to Amazon in the next few months. [--]. Energy shortage 🚩 [--]. Global debt will implode just not sure why the"
X Link 2025-11-16T17:04Z [----] followers, [---] engagements

"AI is creating a disconnect with GDP growth & unemployment. Okuns law would be saying recession SOON because of rising unemployment and yet. Fact [--]. The FED is screwed Fact [--]. We have never seen anything like this. When CapEx abates 😵💫 Buckle up 🍿 https://www.dallasfed.org/research/economics/2024/1203 https://www.dallasfed.org/research/economics/2024/1203"
X Link 2025-11-23T17:14Z [----] followers, [---] engagements

"So I was doing my homework on what new names I wanted to buy right now and literally got nothing . will just add to my current holdings. I cant recall last time this has happened. I always come up with new ideas. Too many 🚩 $BTC $JPY carry trade adds too much uncertainty and with all this loop de loo on capex liquidity margins. PLUS lots of congressional selling last couple weeks and an administration that seems tone deaf. Lots of people have cashed in their chips for the year and are content to stay on the sidelines. Thin markets anything can happen"
X Link 2025-11-24T00:28Z [----] followers, [---] engagements

"Happy holidays friends As I did last year time to post thoughts . risk/rewards and preparation for the 10-20% pullbacks. So we talk about the risks 1st. Risks [--]. Capex spending abates & or no RO Risk [--]. Supreme Court and tariff ruling Risk [--]. $DXY devaluation and rising overseas rates will allow for repatriation from foreign countries. Its not all about the $JPY carry trade. Risk [--]. Rising inflation and interest rates. There is a reason you dont cut rates in a stable positive economy. I have to repeat myself over and over Fed Chair is just ONE vote. Risk [--]. Commodity prices rising means mfg"
X Link 2025-12-25T14:53Z [----] followers, [---] engagements

"1. Oil companies serve to pay nice dividends to their investors [--]. Who is gonna fund this drill baby drill in Venezuela [--]. There is a reason $CVX is quiet. Looks like US govt will have to get into the oil business and subsidize this venture. For those who dont know the definition of socialism. this is it. On a side note Canada will increase sales to China and other Asian countries of their heavy crude through the TMX pipeline. https://twitter.com/i/web/status/2007856002230563037 https://twitter.com/i/web/status/2007856002230563037"
X Link 2026-01-04T16:45Z [----] followers, [---] engagements

"Time to drop my [----] investments ideas. Still in my thematic baskets. Only real change for [----] is I have increased my weightings in military spending . overseas markets. REiTS commodities and cryptos. Heres some names am in. Commodities $GLD $SLV $CPER $CCJ $ALB global defense $SHLD $DFEN $EUAD drone basket . space $RKLB $ASTS . global ex US $EWZ $ECH $VPL $EWG $BABA $EEM $EFA $EWJ Energy utilities $BE $IREN $NBIS $CEG mlps nuclear etc. lots of REiTS . semis still overweight $MU $SNDK $INTC $TSM and underweight $NVDA $AVGO $AMD etc . preferred stocks. . defensive names $WMT $TGT $NVO $COST"
X Link 2026-01-18T19:28Z [----] followers, [---] engagements

"$BRKU in Buffett we trust 🩸Final S&P [---] Q1 Heat Map $NVDA -23% $GOOGL -20.5% $TSLA -42.8% $AMZN -16.1% $AVGO -31.7% $AAPL -14.1% $AMZN -14.3% $BRK.B +16.1% https://t.co/N5i0TSfBpJ 🩸Final S&P [---] Q1 Heat Map $NVDA -23% $GOOGL -20.5% $TSLA -42.8% $AMZN -16.1% $AVGO -31.7% $AAPL -14.1% $AMZN -14.3% $BRK.B +16.1% https://t.co/N5i0TSfBpJ"
X Link 2025-03-31T23:26Z [----] followers, [---] engagements

"I trimmed some of my hedges today fwiw particularly $SOXS $TECS $FNGD as well as $XLK $SPY $QQQ puts I posted in Nov and Dec. High cash levels2. [--]. I am waiting to see the quality of any bounce. [--]. Earnings Guidance may be squishy at best. [--]. Layoffs [--]. Lowering CapEx"
X Link 2025-04-03T23:36Z [----] followers, [---] engagements

"$BRKU takeaways questions [--]. Abel mgmt style could be similar to Cooks who was singled out but has way more expertise in energy rails retail sectors. [--]. No sales of Buffett shares [--]. Buffett still chairman [--]. Equity portfolio mgmt do Combs Weschler run larger % [--]. Divis coming"
X Link 2025-05-04T15:26Z [----] followers, [---] engagements

"I wouldnt be surprised to start to see a pullback with OpEx to some of the max-pain levels on high beta names. Seasonality strength is waning in $SPY until September as it is for the semis. Interested to see where the 💰 rotates to. I have shared my hedge trades in $TECS $VXX $SOXS with a few friends. It still is all about r/r for me. 1-2% up 5-6% down. https://twitter.com/i/web/status/1944027063238737951 https://twitter.com/i/web/status/1944027063238737951"
X Link 2025-07-12T13:32Z [----] followers, [---] engagements

"Lots of rare earth chatter this morning $MP $USAR on the move am actually in some low float names and some are on my radar cuz you never know $ARRNF $REEMF $TMRC $UURAF $LYSDY $LYSCF $ARLYF $PWRMF"
X Link 2025-07-15T09:30Z [----] followers, [---] engagements

"FWIW Took profits across the board in my rare earth portfolio $MP 144% $USAR 33% $ARRNF 52% $REEMF 67% $TMRC 104% this is how I play sectors. I build a portfolio"
X Link 2025-07-15T15:21Z [----] followers, [---] engagements

"I have a feeling the Chinese names are gonna start to outperform US $QQQ / $CQQQ monster divergence and is starting to roll over. We have seasonality starting to wain in semis. And Consumer discretionary stocks are starting their seasonality strength. plus I think money comes from equities into the crypto alt season run for the roses. https://twitter.com/i/web/status/1946903913673707689 https://twitter.com/i/web/status/1946903913673707689"
X Link 2025-07-20T12:03Z [----] followers, [---] engagements

"Some names that I am going to add to my thematic rare earth basket $AREC $NOPMF and $MKNGF getting bigger and bigger with increasing global opportunity. Simplest way for many is $SETM which I am in or $REMX or $DMAT"
X Link 2025-08-10T12:48Z [----] followers, [---] engagements

"So [--] days ago I reiterated rare earth names to friends and the trading room pre market from my thematic rare earth basket I created a couple months back. $USAR $USARW $CRML $NB . US is going to invest in as many companies they can in order to shore up the deficit by deleveraging from China. This is still early innings for this commodity sector. All you have to do is spend the time and research. Also built up F position [--] weeks ago off seeing stock accumulation and in anticipation of the auto sector being next. Imagination and conviction working. @SpartanTrading"
X Link 2025-10-04T15:22Z [----] followers, [---] engagements

"Question . is QE already priced in and what happens if Warsh who has been a consistent hawk once elected actually is a hawk Friday $SLV $GLD $BTC could be the start of a domino effect across asset classes as they re-weight. It has already happened in SaaS stocks. Whats to say the chip memory stocks arent next $WDC $MU $SNDK Fridays price action definitely got my attention. These stocks could come down 25-30% and still look fine on the weekly and monthly charts. I maintain that will happen very soon. That is why I have hedges on. I hope I am wrong and my hedges become worthless puts. But"
X Link 2026-02-01T19:17Z [----] followers, [---] engagements

"Solid Green Day for me. hedged and in $RKLB $ASTS $VZ $RKT $VXX $KO had $MSTR $MU puts out of those and building longer dated $NVDA delta trades. cheap cheap cheap. I am very concerned because everyone is saying dont worry lots of liquidity coming to the market. Well when you have crypto margin calls crashing. forced decoupling of supply chains . CBs have debt to finance and you have private equity firms in the shitter liquidity leaves real fast. This Japanese election super important as well. [----] will surprise many because they are use to linear moves."
X Link 2026-02-03T20:24Z [----] followers, [---] engagements

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