@OpenFieldBook Avatar @OpenFieldBook Ryan @ open fieldbook 📖📚

Ryan @ open fieldbook 📖📚 posts on X about ai, $csco, $nvda, oracle 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 48% finance 39% technology brands 27% cryptocurrencies 6% automotive brands 3% countries 2% financial services 1% luxury brands 1% fashion brands 1% social networks 1%

Social topic influence ai 28%, $csco #32, $nvda #2203, oracle 5%, $goog 5%, market 5%, $orcl 4%, $googl 4%, $amzn 4%, business 4%

Top accounts mentioned or mentioned by @malibuinvest @junkbondinvest @mpelletiercio @statistacharts @crypt0b3ar @yodastockinvest @barryschwartzbw @7lukehallard @google @goldmansachs @lucasmontano @karmedge @polymarket @wallstfelon

Top assets mentioned Cisco Systems Inc (CSCO) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Metadium (META) Arista Networks Inc (ANET) Lumentum Holdings Inc. Common Stock (LITE) Netflix Inc (NFLX) Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD) KKR & Co, Inc. (KKR) Hewlett Packard Enterprise Co (HPE) Broadcom, Inc. (AVGO) Coherent Inc (COHR) Fabrinet (FN) CoreWeave, Inc (CRWV) Apollo Global Management, Inc. (APO) SPDR S&P [---] ETF Trust (SPY) Bitcoin (BTC) Intuit Inc. (INTU) Salesforce Inc (CRM) Ares Management, Corp. (ARES) Blue Owl Capital, Inc. (OWL) Palantir Technologies Inc. (PLTR) SAP SE (SAP) Now Coin (NOW) Thomson Reuters Corporation (TRI) RELX PLC (RELX) LegalZoom.com, Inc. (LZ) Snowflake Inc. (SNOW) Crowdstrike Holdings Inc (CRWD) Thermo Fisher Scientific Inc. (TMO) AbbVie Inc (ABBV) Johnson & Johnson (JNJ) Amgen, Inc. (AMGN) Bristol-Myers Squibb Co (BMY) Merck & Co., Inc. (MRK) Gilead Sciences, Inc. (GILD) Novartis AG (NVS) Toyota Motor Corporation (TM) Lyft, Inc. Class A Common Stock (LYFT) Ferrari N.V. (RACE) GM (GM)

Top Social Posts

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

"💰 $11B licensing deals don't happen every day. This signals massive confidence in next-gen cancer treatments AND validates the China West biotech pipeline. The ripple effects are significant"
X Link 2025-06-12T14:32Z [---] followers, [--] engagements

"Software stocks just suffered their worst collapse in [--] yearsworse than dot-com. $950B erased in [--] days 32% drawdown since April $25B in loans now distressed The trigger An AI assistant built in weeks that replicates years of enterprise software work. Our full analysis 🧵👇"
X Link 2026-02-06T13:37Z [---] followers, [---] engagements

"Link in bio. Tickers mentioned: $IGV $SAP $MSFT $NOW $INTU $CRM $TRI $RELX $LZ $ARES $OWL $KKR $ORCL $PLTR $SNOW $CRWD $GOOGL With some great charts like this one:"
X Link 2026-02-06T13:37Z [---] followers, [--] engagements

"Oracles bet on AI infrastructure has transformed the company from a mature software vendor into a capital-intensive infrastructure play with execution risk more commonly associated with utilities or telecommunications providers. $ORCL"
X Link 2026-02-09T12:45Z [---] followers, [---] engagements

"The Stargate partnership amplifies this transformation committing Oracle to buildout at a scale that tests the limits of both capital markets and the companys operational capabilities"
X Link 2026-02-09T12:45Z [---] followers, [--] engagements

"The paradox is complete: Oracle has secured the capital to pursue its vision but the terms of that capitaland the revolt it has triggeredmay ultimately determine whether the vision succeeds or becomes a cautionary tale about the dangers of infrastructure-scale ambition"
X Link 2026-02-09T12:45Z [---] followers, [--] engagements

"Link: https://open.substack.com/pub/openfieldbook/p/02092026-stock-market-roundup-daily https://open.substack.com/pub/openfieldbook/p/02092026-stock-market-roundup-daily"
X Link 2026-02-09T13:14Z [---] followers, [--] engagements

"@MalibuInvest If you're interested OpenFieldbook took a deep dive look at Oracle in today's newsletter. https://openfieldbook.substack.com/p/02092026-stock-market-roundup-daily https://openfieldbook.substack.com/p/02092026-stock-market-roundup-daily"
X Link 2026-02-09T17:24Z [---] followers, [--] engagements

"@junkbondinvest CDS rates for Oracle already starting to increase. Higher than [----] pandemic-era peak I believe"
X Link 2026-02-09T20:58Z [---] followers, [--] engagements

"@MPelletierCIO For reference: "Oracle $ORCL completed a $25 billion bond sale that drew $129 billion in orderssurpassing Metas $META $125 billion record demand set last Oct. when it sold $30 billion in bondswith eight tranches spanning [----] to [----] and coupons ranging from 4.55% to 6.85%""
X Link 2026-02-09T21:00Z [---] followers, [---] engagements

"@StatistaCharts I didn't realize Azure was ahead of G-Cloud by 50% market share and only behind AWS by 25%. More significant than I expected"
X Link 2026-02-10T16:24Z [---] followers, [--] engagements

"There's no reason you shouldn't be a subscriber to OpenFieldbook's daily market recap. Mentioned today: $TMO $ABBV $JNJ $AMGN $BMY $GILD $MRK $NVS among others. The best free and paid daily market newsletter"
X Link 2026-02-12T14:21Z [---] followers, [---] engagements

"$CSCO is quietly executing. Expecting over $3B in AI infrastructure revenue in FY26 from its optics leadership (Acacia). Yet it trades at a significant discount (21x P/E) to the NDX (34x). A potential valuation arbitrage"
X Link 2026-02-13T23:59Z [---] followers, [--] engagements

"Cisco just dropped their projected AI orders: $5 Billion for FY2026. This is a multi-year capex wave. The "slow and steady" legacy tech giant is now an AI growth story. $CSCO"
X Link 2026-02-14T10:15Z [---] followers, [--] engagements

"Forget the "Magnificent 7." Look at the "Big [--] Spenders." $AMZN $GOOG $META and $MSFT are on track to invest $650B+ in AI infrastructure in [----] alone. Thats 2.2% of US GDPa modern-day railroad build-out"
X Link 2026-02-14T11:54Z [---] followers, [--] engagements

"Ethernet has officially overtaken InfiniBand in AI back-end networking. The need for multi-vendor flexibility and the rise of inference workloads make open standards the winner. Thank the Ultra Ethernet Consortium. $ANET $CSCO"
X Link 2026-02-14T13:55Z [---] followers, [--] engagements

"We continue to produce the best free and premium daily stock market newsletter. Free subscribers get something new each issue--not the same old roundup. Stay updated on business and markets. Subscribe to Snacks You'll like ours too. $TM $GM $LYFT $RACE"
X Link 2026-02-14T16:05Z [---] followers, [--] engagements

"Sovereign AI is the next big geopolitical trade. Nations are building domestic "AI factories" to ensure data control. Saudi Arabias HUMAIN Vietnams FPT and G42 in the UAE are spending $100B+ to build independent infrastructure. $CSCO $HPE"
X Link 2026-02-14T20:19Z [---] followers, [--] engagements

"The AI trade is no longer just about GPUs; its about the systems-level infrastructure connecting them. Ciscos record $2.1B in AI orders proves the "networking layer" is the new critical foundation for the digital economy. $CSCO $ANET $AVGO"
X Link 2026-02-13T22:13Z [---] followers, [--] engagements

"Forget the consumer. The customer for [----] is the Sovereign Nation and the Hyperscaler. Ciscos global service teams and "trusted partner" status make them the default choice for "air-gapped" national infrastructure projects. $CSCO"
X Link 2026-02-15T22:26Z [---] followers, [--] engagements

"🚨 AI infrastructure spend is now a 60/40 split between Systems and Optics. As GPU clusters scale moving data ("East-West" traffic) costs as much as compute. This is a massive tailwind for silicon photonics and high-speed switches. $LITE $COHR"
X Link 2026-02-14T00:14Z [---] followers, [---] engagements

"Broadcom is the "Essential Architect" you don't hear enough about. With $40B+ in projected AI revenue and a $73B backlog driven by custom ASICs (Google TPUs "Project Titan") they are the silent power behind the hyperscaler throne. $AVGO"
X Link 2026-02-14T16:34Z [---] followers, [--] engagements

"The HPE-Juniper merger ($14B) is reshaping enterprise networking. By integrating Junipers Mist AI HPE is now a "networking-centric" powerhouse aiming directly at Ciscos campus and branch stronghold. The enterprise wars are heating up. $HPE"
X Link 2026-02-15T00:04Z [---] followers, [--] engagements

"What is the true cost-benefit analysis of AI capital expenditure - Microsoft $mst spent $37.5B capex (up 66% YoY) and saw cloud growth slow tanking 10% - Meta $meta announced $115-135B in [----] AI capex and rallied 9% - Apple $aapl beat with minimal AI spend disclosed"
X Link 2026-01-30T13:06Z [---] followers, [--] engagements

"Texas Instruments to acquire Silicon Labs for $7.5B Texas Instruments makes chips that power industrial and consumer applications like cars smartphones home appliances and factory equipment for clients including Apple and Ford. $ti $slab"
X Link 2026-02-05T01:21Z [---] followers, [--] engagements

"Nvidia trades at roughly 44-47 times past earnings well below Cisco Systems' [---] times earnings at the March [----] peak. The Magnificent [--] trade at approximately [--] times expected earningsabout half the tech sector's valuation during the dot-com era. $nvda $csco $xlk"
X Link 2026-02-06T00:45Z [---] followers, [---] engagements

"Wow - Happy Valentines day We just unlocked today's Premium Research. Gift link to 02.14.26 edition featuring Cisco's $CSCO role in the A/I infrastructure buildout. Be sure to subscribe to our reader-supported publication for this and more each weekday https://open.substack.com/pub/openfieldbook/p/02142026-stock-market-roundup-daily https://open.substack.com/pub/openfieldbook/p/02142026-stock-market-roundup-daily"
X Link 2026-02-14T16:47Z [---] followers, [--] engagements

"Copper is dead. At 1.6T speeds we are hitting a physical limit. The transition to Silicon Photonics is mandatory creating a $25B market opportunity by [----]. Watch for Co-Packaged Optics (CPO) to be the next battleground. $FN $LITE"
X Link 2026-02-14T22:20Z [---] followers, [--] engagements

"Arista Networks has done the unthinkable: surpassed Cisco in high-speed data center switching market share. Their secret sauce The software-driven EOS platform that hyperscalers love for automation. $ANET"
X Link 2026-02-15T10:49Z [---] followers, [--] engagements

"Ciscos margins dipped 120bps to 67.5%. Why The product mix is shifting toward lower-margin high-growth AI hardware. But with EPS growing 11% operational discipline is proving the skeptics wrong. Growth Margin compression. for now. $CSCO"
X Link 2026-02-15T16:02Z [---] followers, [--] engagements

"CoreWeave signed an $11.9B deal with OpenAI. These "Neo-cloud" providers (specialized GPU clouds) are growing faster than Tier [--] hyperscalers and are key customers for high-performance networking gear. $CSCO $NVDA $CRWV"
X Link 2026-02-15T14:23Z [---] followers, [--] engagements

"The "Silicon Photonics Supercycle" is here. A projected $25B market by [----] driven by the move to 800G/1.6T optics. Copper interconnects are hitting a physical wall; photonics is the only way forward for AI clusters. $LITE $COHR $FN"
X Link 2026-02-15T23:07Z [---] followers, [--] engagements

"💡 The spending habits formed during the pause (the "$17 burrito bowl" generation) collide with renewed payment obligations creating a permanent behavioral shift as discretionary spending evaporates"
X Link 2025-12-03T13:28Z [---] followers, [--] engagements

"This bleeds directly into auto loan delinquencies (millennials hold 35% of auto debt) and crimps first-time homebuying capacity cementing a structural demand gap that no Fed rate cut can fully offset"
X Link 2025-12-03T13:28Z [---] followers, [--] engagements

"AI Infrastructure's Validation Moment From Faith-Based Spending to Revenue Proof - 🚀 Nvidia $NVDA rallied as AWS conference showcased tangible AI product demand with Amazon $AMZN posting 22% growth in the unit for first time since 2022"
X Link 2025-12-03T13:32Z [---] followers, [--] engagements

"- 💰 Amazon deploying $100 billion in capex as investors grow "sanguine" about the spend with [---] facilities across 50+ countries - 🤖 Marvel Technologies $MRVL acquiring Celestial AI for approximately $5 billion signaling M&A premium for AI infrastructure assets"
X Link 2025-12-03T13:32Z [---] followers, [--] engagements

"- 📈 Earnings momentum in Credo $CRDO and MongoDB $MDB provide evidence of downstream monetization After a year of faith-based capex narratives the market is finally seeing concrete revenue conversion"
X Link 2025-12-03T13:32Z [---] followers, [--] engagements

"- 🌍 95% of artificial tree industry manufactured in China before tariff shock triggered supply chain exodus The tariff volatilitynot the absolute levelcreates the real business problem paralyzing multi-year capital allocation decisions as manufacturers face binary outcomes"
X Link 2025-12-03T15:21Z [---] followers, [--] engagements

"Companies choosing onshoring face 10-15% price increases in consumer-facing categories testing demand elasticity in an already-pressured consumer environment where millennials are hemorrhaging discretionary spend"
X Link 2025-12-03T15:21Z [---] followers, [--] engagements

"Reshoring achieves strategic goals but front-loads inflation in categories where consumers have least capacity to absorb increases potentially triggering demand destruction that undermines the domestic manufacturing base. The Openfieldbook Intelligence Team December [--] 2025"
X Link 2025-12-03T15:21Z [---] followers, [--] engagements

"The Private Credit Stress Test Bank of England Probes the Shadow Banking Time Bomb - 🏦 Bank of England launching major stress test of Blackstone $BX Apollo $APO KKR $KKR and fast-growing private credit firms"
X Link 2025-12-03T22:12Z [---] followers, [--] engagements

"- 📊 Private credit market at $2 trillion with over 50% of deals rated BB (junk) as regulators investigate pre-2008 risk parallels - 💼 EQT planning $250 billion U.S. investment push as private equity embraces credit as core financing tool"
X Link 2025-12-03T22:12Z [---] followers, [--] engagements

"Regulators are finally acknowledging what markets have ignored: private credit's explosive growth mirrors pre-crisis structured finance in opacity leverage and systemic interconnectedness"
X Link 2025-12-03T22:12Z [---] followers, [--] engagements

"The stress test signals that "too big to fail" now extends beyond banksprivate credit's integration into corporate finance means distress cascades differently than traditional banking panics but with comparable systemic risk"
X Link 2025-12-03T22:12Z [---] followers, [--] engagements

"Polymarket odds of Netflix deal closing by end of [----] collapsed from 60% to 23% after Trumps comments. The streaming wars are entering their endgame phase $NFLX $WBD $PSKY"
X Link 2025-12-09T12:16Z [---] followers, [--] engagements

"@crypt0b3ar I wonder how much of Trump's remarks are about angling for a Paramount / Larry Ellison merger with Warner Brothers"
X Link 2025-12-09T12:22Z [---] followers, [--] engagements

"Netflix shares have declined on every mention of the Warner Bros. deal suggesting investors recognize the regulatory minefield ahead while Paramounts hostile bid introduces execution risk that could leave Warner Bros. orphaned if both deals collapse. $NFLX $WBD $PSKY"
X Link 2025-12-09T19:01Z [---] followers, [---] engagements

"Duolingo is a language-learning app with [--] million daily active users that has seen its stock drop 70% from peak due to AI concerns and growth deceleration despite strong fundamentals. ➡ Business Model: Freemium app converting 9% of 135M monthly users to paid subscribers"
X Link 2025-12-09T21:33Z [---] followers, [--] engagements

"Hi Y'all. Here's what our application offers investors. We appreciate your attention to this matter. Subscribe so Santa puts you on his Nice List. $SPY $NVDA $TSLA $GOOG https://www.youtube.com/watchv=hpHm1mLVSc0 https://www.youtube.com/watchv=hpHm1mLVSc0"
X Link 2025-12-10T23:23Z [---] followers, [---] engagements

"An infographic on manufacturing data created by A/I"
X Link 2025-12-13T03:11Z [---] followers, [--] engagements

"What followed was equally unprecedented: a recovery so rapid and complete that it defied most economic forecasting models. By late [----] the economy had not only recovered the [--] million jobs lost during the pandemic but was actively creating new positions at a breakneck pace"
X Link 2025-12-13T14:57Z [---] followers, [--] engagements

"The Job creation numbers of [----] served a specific purpose: they prevented what could have been a prolonged economic downturn. With the Federal Reserve raising interest rates aggressively to combat inflation many economists predicted that rapid job losses would follow"
X Link 2025-12-13T14:57Z [---] followers, [--] engagements

"@YodaStockInvest I can send you a link to that portfolio through openfieldbook if you want. just assign weights. The dashboard looks like this. Happy to have you test it coming out of beta"
X Link 2025-12-13T17:57Z [---] followers, [--] engagements

"@BarrySchwartzBW I think hedge fund RenTech did this with UBS in options-related contracts that offloaded their tax burden illegally. But you're probably talking about something else"
X Link 2025-12-13T18:20Z [---] followers, [--] engagements

"@7LukeHallard Innovative diversification strategy"
X Link 2025-12-13T21:57Z [---] followers, [---] engagements

"The other day I came across Gemini by @google scanning images on my Google Drive and interpreting them proactively (video on right). They were raw screenshots of potentially sensitive financial info. Today Google is requesting explicit access to analyze all my Dive files"
X Link 2025-12-17T12:00Z [---] followers, [---] engagements

"Hi - I think we provide best-in-class investment portfolio visuals and analytics in three ways: [--]. For free [--]. Augmented with A/I [--]. Alongside our curated content Subscribe today and let us help you make clarity from the market chaos. Shamelessly promote your work. Shamelessly promote your ideas. Shamelessly promote your offers. Shamelessly promote your content. Shamelessly promote your products. Nobody else will. Shamelessly promote your work. Shamelessly promote your ideas. Shamelessly promote your offers. Shamelessly promote your content. Shamelessly promote your products. Nobody else will"
X Link 2025-12-18T15:19Z [---] followers, [--] engagements

"@GoldmanSachs Here's what OFB says: Investors should reduce aggregate portfolio duration below historical norms. If a 60/40 portfolio traditionally held bonds with 7-8 year duration consider targeting 4-5 years maximum to limit sensitivity to further bear steepening. https://www.perplexity.ai/search/the-bond-market-entering-2026-mvKDMtELSSS9HAmng_hVRA#0 https://www.perplexity.ai/search/the-bond-market-entering-2026-mvKDMtELSSS9HAmng_hVRA#0"
X Link 2025-12-20T23:12Z [---] followers, [--] engagements

"1. By function IPOs extract liquidity from public markets. [--]. Historically large IPO release groups mark a short-term top in stocks. [--]. H. Marks notes an SPX with a P/E ratio of 23-24 produces a 10-year forward return of b/w 2% and -2% historically. [----] will be a blockbuster year for IPOs. SpaceX. OpenAI. Anthropic. Databricks. Anduril. They are all planning to go public. And there are tons more. Trillions of dollars are locked in private markets. Next year is going to be wild. https://t.co/xHIHbO1H5z [----] will be a blockbuster year for IPOs. SpaceX. OpenAI. Anthropic. Databricks. Anduril."
X Link 2025-12-30T00:14Z [---] followers, [--] engagements

"VCs are essentially telling founders: "Assume your core technology will be immediately obsolete and build accordingly." This creates perverse incentives leading to defensive strategies like data accumulation workflow lock-in and "forward-deployed engineer" consulting models"
X Link 2025-12-31T15:22Z [---] followers, [--] engagements

"This creates a "survival bias feedback loop" where the VCs making these predictions are themselves investors in the small subset of companies they expect to capture disproportionate budget share"
X Link 2025-12-31T15:30Z [---] followers, [--] engagements

"The requirement that companies achieve "$1M-$2M ARR" for Series A (Flomenberg) while simultaneously needing to prove they're "mission-critical" rather than "nice-to-have" means most AI startups will reach revenue scale right as enterprises consolidate to fewer vendors"
X Link 2025-12-31T15:30Z [---] followers, [--] engagements

". arriving at the fundraising finish line precisely when their market is being eliminated. Vendor consolidation in [----] means the current crop of AI startups racing toward Series A are essentially competing to be acquired or shut down not to build independent businesses"
X Link 2025-12-31T15:30Z [---] followers, [--] engagements

"@lucas_montano lets puts this on kalshi and make a market for it"
X Link 2026-01-03T14:45Z [---] followers, [--] engagements

"With the speculation of OpenAI acquiring Pinterest $PINS it's worth noting: Co-founders Ben Silbermann and Paul Sciarra control roughly two-thirds of Pinterests voting shares through a dual-class structure"
X Link 2026-01-04T15:37Z [---] followers, [--] engagements

"The 'picks and shovels' of AI infrastructure buildout is at this stage: Caterpillar $CAT order backlog was $39.8 billion in Q3 [----] up 38.68% year-over-year"
X Link 2026-01-04T19:40Z [---] followers, [--] engagements

"Fascinating [----] stat regarding the sector and theme rotation heading into 2026: - Only Alphabet $GOOG and Nvidia $NVDA among the Magnificent Seven outperformed the S&P [---] in [----] -"
X Link 2026-01-04T22:42Z [---] followers, [--] engagements

"Dr. Copper was bid up +40% in the futures market in [----] and there's a reason why. - International Copper Study Group projects a refined copper deficit of [------] tons in [----]. - JPMorgan projects a copper shortfall of [------] tons by 2026"
X Link 2026-01-05T10:44Z [---] followers, [--] engagements

"Neither a wolf warrior nor a wallflower Li is a chain-smoking porcelain-collecting career diplomat with an encyclopedic knowledge of trade law and excellent English who alternates between charm and delivering Beijing's tough messages sources say"
X Link 2026-01-12T12:16Z [---] followers, [---] engagements

"@Karmedge taggng myself here in case anyone else is looking to jump into a cofounder role; preferably on the growth side. dm me to discuss more"
X Link 2026-01-13T05:46Z [---] followers, [--] engagements

"CoreWeave the Nvidia-backed cloud provider carries $14.7 billion in long-term debt at roughly 6x net debt to EBITDA. $CRWV $NVDA"
X Link 2026-01-13T14:12Z [---] followers, [--] engagements

"50000 pages of internal documents reveal UnitedHealth deployed AI data-mining and home nurse visits to systematically maximize risk-adjustment payments $UNH"
X Link 2026-01-14T13:31Z [---] followers, [--] engagements

"The Battle for Powells Successor. - Kevin Hassett at 43% odds on Polymarket - Kevin Warsh at 40-42% in aggregated predictions - Markets priced 27% odds Trump sues Powell by March [--] -Senator Thom Tillis vowed to oppose any Fed nominee until Powells legal matter resolves"
X Link 2026-01-14T15:03Z [---] followers, [--] engagements

"The average financial advisor in [----] had eight employees two offices and $393 million in assets according to data from the Investment Adviser Association"
X Link 2026-01-14T17:05Z [---] followers, [--] engagements

"9/ The scariest part Traditional antitrust laws are useless here. You can't break up a company when breaking it would cripple national AI capabilities. 🔚 NVIDIA achieved what every empire dreams of: making itself indispensable to civilization itself. This isn't just about stock prices. It's about who controls the future of human intelligence. The AI wars have begun. And $NVDA may have already won. 🏛⚡"
X Link 2025-06-09T18:49Z [---] followers, [--] engagements

"(this analysis was generated by A/I) You can get this--AND A WAY COOLER DASHBOARD FOR YOUR PORTFOLIO--at Free / $20mo / $55mo https://openfieldbook.com https://openfieldbook.com"
X Link 2025-06-09T18:54Z [---] followers, [--] engagements

"🎯 $BNTX (BioNTech) is the obvious winner but it's already moved. The real opportunity The entire cancer treatment supply chain is about to get a capital injection 🤔"
X Link 2025-06-12T14:33Z [---] followers, [--] engagements

"💡 Under-the-radar beneficiaries: $LONN (Lonza Group) - Contract manufacturing $CTLT (Catalent) - Drug development services WuXi Biologics - Chinese biotech manufacturing (risk/reward play)"
X Link 2025-06-12T14:34Z [---] followers, [---] engagements

"- Gold extended its winning streak to six days up 0.4% and nearing the $4000 threshold with a 48% year-to-date gain as analysts cite private investment diversification as a major upside catalyst"
X Link 2025-10-02T21:42Z [---] followers, [--] engagements

"- Fair Isaac surged to a $45 billion market cap after announcing plans to cut credit score pricing to less than $5 from $10 effectively eliminating credit bureaus from the mortgage process"
X Link 2025-10-02T22:42Z [---] followers, [--] engagements

"I ask the computer. "Who is better: Larry Ellison $ORCL or Ken Griffin $CITADEL" This is how it responded 👇"
X Link 2025-12-20T23:05Z [---] followers, [--] engagements

"Apollos Slk raises the existential question: if hyperscalers absorb one-fifth of investment-grade issuance whos the marginal buyer - If its Treasury buyers rates rise economy-wide. - If its mortgage buyers housing affordability worsens. $APO $MSFT $GOOG"
X Link 2026-01-13T19:13Z [---] followers, [---] engagements

"This is your regular reminder to not associate with @Polymarket. Your financial detriment is how they make money"
X Link 2026-01-23T01:19Z [---] followers, [---] engagements

"Amazon is in talks to invest up to $50 billion in OpenAI's latest funding round which would value the company at $830 billion according to The Wall Street Journal. SoftBank is also in talks to invest up to $30 billion. This follows Anthropic's valuation of $20-50 billion. $amzn"
X Link 2026-01-30T01:04Z [---] followers, [--] engagements

"Is there a commodity supercycle forming and what's driving the correlation breakdown - Copper hit all-time highs near $6.29/lb (+47% YoY) - Silver traded near $117/oz (briefly $120 up 50% in one month) - Gold blasted past $5500/oz (+27% over past month) $GLD $SLV"
X Link 2026-01-30T15:48Z [---] followers, [---] engagements

"What explains the extreme performance divergence within mega-cap tech and is this sustainable Big Tech valuations contracted 10-15% over [--] months despite strong earnings (23% returns vs 17% for broader market last year)"
X Link 2026-01-30T19:09Z [---] followers, [--] engagements

"Daily market update. Out now. Featuring: $JPM $SOFI $XYZ $KLAR $AFRM $CRCL $TDOG The era of decentralized finance is here"
X Link 2026-01-31T13:00Z [---] followers, [--] engagements

"Today were connected to millions of people through social media but live in a world of digital separation"
X Link 2026-02-02T16:15Z [---] followers, [--] engagements

"The hard part of financial planning is not the expertise required to structure a master plan. Its the ability to connect with people on a personal level; and with empathy"
X Link 2026-02-02T20:16Z [---] followers, [--] engagements

"How should investors position given the conflicting signals of strong earnings growth (10-15% double-digit [----] projections) versus liquidity concerns from potential Fed balance sheet reduction under Warsh"
X Link 2026-02-04T12:04Z [---] followers, [--] engagements

"Bitcoin in freefall in crypto rout The market value of all crypto has fallen by $467.6 billion since Jan. [--] Bloomberg reports with Bitcoin dropping roughly 40% since October to 15-month lows. $btc"
X Link 2026-02-05T00:31Z [---] followers, [--] engagements

"Netflix chief faces Senate questioning over WBD deal Netflix co-CEO Ted Sarandos faced more than two hours of questioning from the U.S. Senate on Tuesday over the company's pending acquisition of Warner Bros. Discovery's streaming and theatrical business. $nflx $psky $wbd"
X Link 2026-02-05T01:05Z [---] followers, [---] engagements

"Lawmakers raised concerns about the pact's impact on competition and film industry jobs while Sarandos claimed the deal would strengthen the entertainment sector and "give consumers more content for less. Paramount Skydance has submitted multiple competing bids for WBD"
X Link 2026-02-05T01:05Z [---] followers, [--] engagements

"Netflix's defense for their $82.7 billion Warner Bros. acquisition: "Customers can just cancel with one click." Netflix has over [---] million subscribers. HBO Max has [---] million. But 80% of HBO Max subscribers already pay for Netflix - Sarandos calls this "complementary.""
X Link 2026-02-05T01:05Z [---] followers, [--] engagements

"Alphabet hits revenue high eyes heavy AI spend Google parent Alphabet posted higher metrics across the board for its Q4 earnings and it anticipates nearly doubling its artificial intelligence spending this year. $goog $googl"
X Link 2026-02-05T01:30Z [---] followers, [---] engagements

"The boost was credited to cloud-computing and digital-advertising revenue growth which rose 47% and 13.5% respectively year-over-year. Planning for the future Alphabet projects [----] capital expenditures to fall between $175 billion and $185 billion to power its AI efforts"
X Link 2026-02-05T01:30Z [---] followers, [--] engagements

"Eli Lilly projects sales surge while rival Novo falters Eli Lilly tightened its grip atop the lucrative weight-loss market by issuing a rosy outlook that trounced struggling rival Novo Nordisk. Lilly said projected [----] sales could grow as much as 27%. $nvo $lly"
X Link 2026-02-05T01:40Z [---] followers, [---] engagements

"Amazon enters chatbot race with broadened Alexa+ access Users no longer need to have an Amazon Echo device to chat with Alexa. Access to Alexa+ is included with Prime membership and costs nonmembers $19.99 per month for unlimited use. $amzn"
X Link 2026-02-05T01:49Z [---] followers, [--] engagements

"According to Amazon Alexa+'s "new agentic capabilities" include scheduling home repairs helping with homework and walking users through cooking meals. Powered by Amazon Nova + Anthropic it keeps context across turns. Three tiers: Free Primeincluded and $19.99 standalone"
X Link 2026-02-05T01:49Z [---] followers, [--] engagements

"The stock market and bitcoin sell-offs have improved the odds of a Fed Funds rate cut in March according to prediction markets. Now pricing in a 1-in-8 chance up from 6% overnight. Kevin Warsh not yet been confirmed by the Senate; his term would start in May. $spy $btc"
X Link 2026-02-05T20:38Z [---] followers, [---] engagements

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