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@SamanthaLaDuc Samantha LaDucSamantha LaDuc posts on X about ai, $nvda, debt, fed the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance #1912 stocks XXXXX% technology brands XXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX% travel destinations XXXX% automotive brands XXXX% fashion brands XXXX% exchanges XXXX%
Social topic influence ai 8.14%, $nvda #1456, debt #42, fed #301, $wtic #1, to the 4.65%, $nflx #243, $spot 4.65%, inflation #516, china XXXX%
Top accounts mentioned or mentioned by @dapstats @graphcall @tomaas26 @pekalalaw @captionella @usroute41 @aureliusltd28 @brockzwell @tailthatwagsdog @drbenjammink @paulkrueger_ @mothercabrininy @nglfundamentals @whrohde @backnfill @askslim @pogonific @tjtheodore @signalsigma @carolstrone
Top assets mentioned NVIDIA Corp. (NVDA) Netflix Inc (NFLX) Spotify Technology (SPOT) Alphabet Inc Class A (GOOGL) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Oracle Corporation (ORCL) Wave Life Sciences Ltd. Ordinary Shares (WVE) Eli Lilly and Company (LLY) Rocket Lab USA, Inc. Common Stock (RKLB) Goldman Sachs (GS) A3S Protocol (AA) Century Aluminum Co (CENX) IBM (IBM) Solana (SOL) Decentral Games (DG) Dollar Tree Inc (DLTR) Lululemon Athletica Inc (LULU) Adobe, Inc. (ADBE) Cream (CRM) Haven Protocol (XHV) CVS Health Corp (CVS) Robinhood Markets, Inc. (HOOD) Airbnb Inc (ABNB)
Top posts by engagements in the last XX hours
"Trump Admin buying XXXX% of its actual SPR inventory isn't really much (with only 13m YTD). Especially compared to past couple of years. π€ It might put a psychological floor in for now but doesn't fix global falling demand for oil. #RBOB $WTIC"
X Link 2025-10-22T17:12Z 69K followers, 3257 engagements
"November 2025: Brent Oil Price is $XX. 2026 Oil Forecast bottom range: Goldman Sachs: $XX JP Morgan: $XX I gave mine in April 2024 for EOY 2025: $WTIC $60-40 ππ Gonna stick with it for 2026. Any lower and. Houston we have a problem"
X Link 2025-11-25T13:46Z 69K followers, 3446 engagements
"$BIDU evolving into the backbone of Chinas AI compute layer wasn't on anyone's bingo card. This weekend Deepseek completely replaced its $NVDA hardware with baidu kunlun chips. Alternate lede: DEEPSEEK DUMPS NVIDIA FOR KUNLUN CHIPS"
X Link 2025-11-30T17:49Z 69K followers, 23K engagements
"AI data centers' massive demand for aluminum is crushing the US aluminum industry Another small "complication" - aluminum producers say they need govt $$$ too. H/t @NGLFundamentals $AA $CENX"
X Link 2025-12-01T12:58Z 69K followers, 5363 engagements
"Infinite GPU demand at risk $NVDA Unlikely given expected $8T of capex is needed to create 100GW of data center energy that requires $800B profit JUST to service interest expense. D.O.A"
X Link 2025-12-02T11:56Z 69K followers, 17.7K engagements
"We covered a lot of plays that are working so lets dig in Micro In A Nutshell: CSCO TER RIO VALE EWZ FCX SCCO COPX AA MT XLP XLY WMT DECK ACN ODFL ASML AMAT RIVN OKTA GSK AZN BMY UNH GM TSLA CVNA NAT GAS EQT"
X Link 2025-12-03T22:47Z 69K followers, 13K engagements
"Tether (an offshore crypto ponzi company) takes part in takeover of an American company outside regulations or disclosures. $VCIG Sounds. hostile. #Oobit #Solana"
X Link 2025-12-04T21:17Z 69K followers, 4706 engagements
"PLAYING DEFENSIVE Set Up For A VIX Unclench When Negative Vanna Will Matter Updated Wonky Rate Differential Intermarket Tell Consumer Cyclical Rotation Engaged That AI Air Pocket of Risk"
X Link 2025-12-06T17:21Z 69K followers, 14.4K engagements
"Lucky Or Good: X Month $NFLX Short The $NFLX $SPOT pair-trade still working as both stocks break down on weekly chart: same distribution pattern with failed bounces driving them to key monthly support levels - long before Fridays $NFLX news. π"
X Link 2025-12-06T20:02Z 69K followers, 13.8K engagements
"Bottom Fishing Oversold Plays Nov XX client post: Sell The Rumor of Consumer Cyclical Slowdown; Buy The News - has resulted in some great chases in oversold retail & software namesπ $DLTR $DG $LULU $ADBE $CRM Can they follow through as AI story stocks sag JOIN US&FIND OUT"
X Link 2025-12-07T17:42Z 69K followers, 5811 engagements
"U.S. LAYOFFS ARE ON TRACK TO EXCEED GREAT FINANCIAL CRISIS LEVELS Trump clearly doesnt understand or care about jobs or the inflation impact on jobs. RECESSION INTO ALL TIME HIGHS theme continues"
X Link 2025-12-08T04:01Z 69K followers, 31.7K engagements
"Who had @RepMTG starting a movement - DEFECTION & self-preservation - on their 2026 Bingo card π€― GOP Retirementπ₯Ά Trump is a lame duck but the market doesnt know it yet"
X Link 2025-12-08T16:38Z 69K followers, 7690 engagements
"OK that 1st part is working: "Set Up For A VIX Unclench" VIX +10% (but I still have QQQ XXXXXX before real selling triggers)"
X Link 2025-12-08T18:02Z 69K followers, 8488 engagements
"As I was saying $NFLX is the swing short that keeps giving - with $SPOT ironically. Targets still in play"
X Link 2025-12-08T23:55Z 69K followers, 4403 engagements
"@pogonific @Aureliusltd28 except I never said "implies risk of US default going up" . "default" is the wrong word. risk of falling collateral values. risk of repricing of risk assets. risk of dollar devaluation picking up speed. But I never said US DEFAULTS"
X Link 2025-12-09T18:22Z 69K followers, XX engagements
"@Aureliusltd28 I said "Imagine" that it could come. Market is front-running Fed easing. But as Geoffrey reminds: @GraphCall "The mere idea of expanding the balance sheet while inflation is not on target and velocity is not low is an abomination.""
X Link 2025-12-09T18:26Z 69K followers, XXX engagements
"@tomaas26 what are Vegas/Polymarket odds I bet it's low low low ;-)"
X Link 2025-12-09T18:28Z 69K followers, XX engagements
"@Captionella is this log looks like overhead above. SPX 7150"
X Link 2025-12-09T19:08Z 69K followers, XX engagements
"@tomaas26 they ask the wrong question tho ;-)"
X Link 2025-12-09T19:13Z 69K followers, XX engagements
"I forgot to even talk about RECESSION RISK on oil demand. π
β"
X Link 2025-12-09T21:26Z 69K followers, 4097 engagements
"@tj_theodore But has anyone explained why dollar yen is in any way shape or form related to crypto I havent seen a convincing enough argument"
X Link 2025-12-10T02:04Z 69K followers, XXX engagements
"@tj_theodore Txs for sharing - I see the short term correlation just not the causation. π"
X Link 2025-12-10T13:05Z 69K followers, XX engagements
"@BRockzWell Like how Jared Kushner along with Saudi Dubai and Abu Dhabi funds are making a hostile bid through Paramount for WBD"
X Link 2025-12-10T13:17Z 69K followers, XX engagements
"Jason & I reviewed $XHV in our webinar last week - as it isn't usually this volatile. ππ€ The Volland dealer option flow tools show positioning in a way that helps our clients better position & protect"
X Link 2025-11-19T01:29Z 69K followers, 9525 engagements
"Supreme Court Appears Poised to Give President More Power to Fire Government Officials"
X Link 2025-12-08T20:22Z 69K followers, 142K engagements
"Told yaπ FT: Beijing is set to limit access to Nvidias advanced H200 chips despite Donald Trumps decision to allow the export of the technology to China $NVDA"
X Link 2025-12-09T12:49Z 69K followers, 5600 engagements
"Its been Chinas goal for a few years to boost consumption internally to wean off heavy export reliance with US. The difference is now they have done a great job with the pivot & no longer need USD UST US Oil let alone $NVDA Chips. See my article: THE MANHATTAN PROJECT 2.0"
X Link 2025-12-09T20:41Z 69K followers, 6124 engagements
"Macro & Micro - In A Nutshell VIX QQQ WVE TE LLY XLV NVDA META MRVL CRDO PEP CVS XRT WRBY"
X Link 2025-12-09T23:17Z 69K followers, 4884 engagements
"@Signal_Sigma @TailThatWagsDog I say what I mean and mean what I sayπ"
X Link 2025-12-11T13:07Z 69K followers, XX engagements
"$HOOD better pull back from Kalshi. They are going to (deservedly if true) get sued into the dirt. "Because Kalshi serves as a counterparty shouldering the credit risk of all bets and serving as its own market maker (facing off against consumers in the process) Kalshi and its partners are gambling 'winners' at the expense of the consumer.""
X Link 2025-11-27T20:17Z 69K followers, 10.3K engagements
"Omg hes right: THE biggest IPOs of all time have yet to launch. Wall At is incentivized to keep market bid until they do #SoldToYou"
X Link 2025-12-07T01:48Z 69K followers, 42.5K engagements
"China doesn't want or need them. $NVDA"
X Link 2025-12-08T20:28Z 69K followers, 38.8K engagements
"This was my premarket rant live - even before I had my coffee.π $WVE XX to XX π³π€£π $LLY nice short with $XLV UPDATE on my fave trend: $ASTS π«Ά Bonus: $RKLB with $TE π Chase short in $GOOGL long in $ORCL And continued swing shorts in $NFLX & $SPOT Have a great week"
X Link 2025-12-08T21:47Z 69K followers, 20.4K engagements
"You know what's not priced in Fed rate cuts priced out in 2026 X. Fed has no consensus - so good luck to any incoming Fed Chair ;-) X. Powell could be encouraging dissent so as to keep it that way - AND "Fed's Independence". X. For Powell's last hat trick - he stays on as Fed Governor AFTER his term as Fed Chair expires in May. Market is not pricing in: "POWELL AS SHADOW FED CHAIR" π"
X Link 2025-12-09T16:49Z 69K followers, 11.1K engagements
"Are we running it hot enough "Over $XX trillion was added to global debt stockpiles in the first three quarters of 2025 marking a fresh high of near $XXX trillion. Driven largely by government borrowing debt in both mature and emerging markets has hit new records." GLOBAL DEBT RISES TO $XXXXX TRILLION IN 3Q25 XXX% OF GLOBAL GDP SAYS IIF MATURE ECONOMIES' DEBT UP BY OVER $XX TRILLION THIS YEAR; U.S. FRANCE GERMANY UK LEAD SAYS IIF"
X Link 2025-12-09T17:12Z 69K followers, 15.7K engagements
"Why Im Staying Short #Oil Into 2026 Still bearish on #crudeoil despite widespread bullish calls - Rick Rule etc. I have focused on falling global demand rising EV adoption & Geoffrey's take on renewables as cost-competitive. @GraphCall $WTIC #CL1"
X Link 2025-12-09T19:11Z 69K followers, 8009 engagements
"$WVE up another +15% on top of XXX% & it's not a gamma squeeze π $TE up another +12% & $ASTS doing nothing wrong. π«Ά"
X Link 2025-12-09T22:40Z 69K followers, 4361 engagements
"Except the blow-off top is made harder by what Geoffrey has warned about since Fed started on its rate cutting regime last year: "You don't lower rates by monetizing fiscal deficit." @GraphCall for LaDucTrading clients This is why long-term interest rates are going up when the Fed is cutting rates - not just growing Tbill issuance or inflation expectations. Charts h/t Apollo Slok"
X Link 2025-12-10T17:50Z 69K followers, 17K engagements
"Cutting blind today without data - just on "insurance" cuts (& political expediency). Next year however. they NEED a reason to cut"
X Link 2025-12-10T19:50Z 69K followers, 10.9K engagements
"So Fed will let unemployment rate rise a bit before they act but they think the current rate cuts will stop a sharper downturn. Got it. ππ"
X Link 2025-12-10T20:25Z 69K followers, 5598 engagements
"This must be a joke. $ABNB $JETS $BEDZ Trump is taking this isolation thing too far"
X Link 2025-12-10T22:34Z 69K followers, 10.4K engagements
"$GOOGL invested in SpaceX early. "In Q1 2025 Alphabet reported $X billion in unrealized gains from a non-marketable equity security in a private company. Bloomberg confirmed it was SpaceX. That $X billion boost represented nearly XX% of Googles entire net income for the quarter." Now SpaceX valuation has more than doubled. Same time $GOOG has invested XXXX% in $ASTS. π+π"
X Link 2025-12-11T01:40Z 69K followers, 1517 engagements
"$GOOGL invested in SpaceX early. "In Q1 2025 Alphabet reported $X billion in unrealized gains from a non-marketable equity security in a private company. Bloomberg confirmed it was SpaceX. That $X billion boost represented nearly XX% of Googles entire net income for the quarter." And that was based on the $XXX billion valuation from late 2024. If SpaceX hits the $XXX trillion target the paper gains from this single position could exceed $XX billion more." Guess what: last month $GOOG invested in $ASTS and now owns 3.22%. π+π"
X Link 2025-12-11T01:47Z 69K followers, 5360 engagements
"@CarolStrone @Bogachan_1971 "Foreign entities hold approximately $XXX to $XXX trillion of U.S. federal debt roughly XX% of the total public debt with Japan China and the UK as the largest foreign holders""
X Link 2025-12-11T04:12Z 69K followers, XXX engagements
"Over XX% of US GOVT DEBT comes due NEXT YEAR"
X Link 2025-12-11T04:55Z 69K followers, 83.6K engagements
"Stephen & Andrei are super follows & gentlemen - with fab tools and integrity. ππππ @TailThatWagsDog @Signal_Sigma"
X Link 2025-12-11T13:04Z 69K followers, 4476 engagements
"Fed needs consensus. Japan will have a Fed problem"
X Link 2025-12-11T13:22Z 69K followers, 3997 engagements
"The Fed says they don't trust the BLS Overstating jobs by 60K/mo ππ© The country could be losing 20000 jobs a month Powell said a concern that was part of the decision to cut interest rates H/t @DrBenJamminK"
X Link 2025-12-11T13:34Z 69K followers, 2796 engagements
"The MATH to the XX% of US GOVT DEBT that comes due NEXT YEAR h/t @allthingsf74065 for the inspiration"
X Link 2025-12-11T20:06Z 69K followers, 3089 engagements
"@grok try again: The MATH to the XX% of US GOVT DEBT that comes due NEXT YEAR is based on your findings: Fed's total Assets: $900B 2008 to $2.9T from 2009 to $4.5T 2014-18 plateau to $9.1T 2020 Covid . where it sat before running off some to revert to 6.5T. Fed's Asset Breakdown (Early December 2025) Total Assets: $6536 billion ($6.5 trillion). U.S. Treasuries: $4189 billion ($4.2 trillion). Mortgage-Backed Securities (MBS): $2054 billion. Other Securities: $XXX billion Keep that 6.5T in mind as they can hold this for awhile (read: no rollover risk per se) Federal Reserve Treasury Holdings by"
X Link 2025-12-11T20:14Z 69K followers, XXX engagements