@SpecialSitsNews Special Situations 🌐 Research Newsletter (Jay)

Global markets are experiencing significant developments, including the US Federal Reserve's potential interest rate cuts and trade tensions between the US and China. Major companies such as Walmart, Google, and Intel are making headlines with partnerships, deals, and earnings reports, while also navigating challenges like chip supply issues and regulatory scrutiny. The global economy is also impacted by events like the Ukraine-Russia conflict, government shutdowns, and fluctuations in oil prices and cryptocurrency values.

Engagements: [-------] #

• [--] Week [---------] +5.60%
• [--] Month [----------] +877%
• [--] Months [----------] +34%
• [--] Year [----------] -3.80%

Mentions: [---] #

• [--] Week [---] +13%
• [--] Month [-----] +66%
• [--] Months [-----] +4.30%
• [--] Year [-----] +2.30%

Followers: [-------] #

• [--] Week [-------] +0.73%
• [--] Month [-------] +1.70%
• [--] Months [-------] +5.70%
• [--] Year [-------] +19%

CreatorRank: [------] #

Social Influence

Social category influence stocks #1488 finance 36.95% technology brands 29.8% cryptocurrencies #3728 countries 8.13% financial services #188 social networks 2.46% travel destinations 1.72% automotive brands 1.48% celebrities 1.23%

Social topic influence ai 14.78%, $nvda #257, $msft #48, $goog #14, $amzn #51, meta #3004, $meta #38, gold #3456, $slv #58, $amd #89

Top accounts mentioned or mentioned by @grok @william_r2rclub @teshen8lin @marketprophit @deepicevalue @stoicdrifter @alpha2021_ar @wavegodmcfly @open_mind_heart @bri091188812657 @edwardkens50830 @lmaosuine420 @biancoresearch @trader2179 @brianarmstrong @anthembcbsnews @anthembcbs @nydfs @seandavid @paulmangione

Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Metadium (META) Advanced Micro Devices (AMD) SPDR GOLD ETF (GLD) Salesforce Inc (CRM) Netflix Inc (NFLX) iShares BTC Trust (IBIT) Strategy (MSTR) Now Coin (NOW) Oracle Corporation (ORCL) Apple, Inc. (AAPL) Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) DisChain (DIS) Berkshire Hathaway Inc Class B (BRK.B) Freeport-McMoRan Inc (FCX) Southern Copper Corporation (SCCO) Hudbay Minerals Inc. (HBM) Bitcoin (BTC) Uniris (UCO) Crowdstrike Holdings Inc (CRWD) Micron Technology, Inc. (MU) Palantir Technologies Inc. (PLTR) Berkshire Hathaway Inc. (BRK.A) USA Rare Earth, Inc. Class A Common Stock (USAR) Paramount Skydance Corporation Class B Common Stock (PSKY) Zscaler Inc (ZS) BlackRock Inc (BLK) Teck Resources Limited (TECK) Realio Network (RIO) MP Materials Corp. (MP) GammaSwap (GS) Reddit, Inc. (RDDT) ServiceNow Inc (NOW) JPMorgan Chase (JPM) Tesla, Inc. (TSLA)

Top Social Posts

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

"Crude oil at $55/bbl $USO $BNO $UCO -2.2%"
X Link 2025-12-16T14:32Z 138.6K followers, [----] engagements

"$JPM put out a list of AI resilient software stocks. Flows into $IGV have been very strong so far this week but it is better to look at companies less exposed to AI risk. We will be discussing these names in more detail and sharing models during our Sunday call. Microsoft $MSFT Servicenow $NOW Twilio $TTWO Okta $OKTA Palo Alto $PANW Crowdstrike $CRWD ZScaler $ZS Sentinel One $S Check Point $CHKP Netskope $NTSK Snowflake $SNOW Datadog $DDOG Veeva $VEEV Guidewire $GWRE Costar $CSGP Tyler $TYL JFrog $FROG Sailpoint $SAIL Q2 $QTWO We already bought [--] of these names earlier in the week and like"
X Link 2026-02-11T00:37Z 138.6K followers, 22.6K engagements

"Microsofts AI chief just said theyre pursuing true self-sufficiency and cutting their dependence on OpenAI $NVDA $AMD $META $MSFT"
X Link 2026-02-12T13:21Z 138.6K followers, [----] engagements

"@0xMerridew $MSDL and $BXSL are clean and well mgd"
X Link 2025-10-19T19:06Z 138.6K followers, [----] engagements

"President Trump says that the United States will use Venezuela's oil reserves build infrastructure and sell "large amounts" to other countries like China after capturing Nicols Maduro. "We're in the oil business." $uso $uco"
X Link 2026-01-03T19:55Z 138.6K followers, 22.5K engagements

"$META Metas auditor EY raised concerns over a $27 billion data-center deal moved off the companys balance sheet into a joint venture with Blue Owl. While EY approved the treatment it labeled it a critical audit matter signaling high judgment and risk. Lawmakers and investors have questioned whether Meta truly lacks control over the venture which could require the assets and liabilities to stay on Metas books. Senators have also cited the deal as an example of opaque AI-related financing. https://twitter.com/i/web/status/2021647419419632063 https://twitter.com/i/web/status/2021647419419632063"
X Link 2026-02-11T18:07Z 138.6K followers, 40.4K engagements

"This is really only two stocks driving $EWY Samsung and SK Hynix both have AI memory exposure. The entire Korean stock market is [--] stocks that make up 50% of the index. Compare the charts to $NVDA $MU. https://x.com/TheStalwart/status/2021941428642079048s=20 The Korean stock market is up over 30% since the start of the year https://t.co/XneLVKU6SU https://x.com/TheStalwart/status/2021941428642079048s=20 The Korean stock market is up over 30% since the start of the year https://t.co/XneLVKU6SU"
X Link 2026-02-12T13:45Z 138.6K followers, 29.2K engagements

"Transportation & logistics equities are selling off sharply today ( $RXO $CHRW $EXPD) with no obvious company-specific catalyst extending the markets recent pattern of rotating through AI-disruption candidates. After pressure on CRE brokers financial advisors and insurance brokers earlier this weekand persistent weakness in SaaSthe tape is increasingly treating intermediated workflow-heavy business models as structurally at risk. In this framework the bear case is that AI agents compress the value of brokerage and forwarding by automating core tasks (quote generation routing decisions load"
X Link 2026-02-12T16:00Z 138.6K followers, 96.2K engagements

"So $AAPL down 5%.on what"
X Link 2026-02-12T18:47Z 138.6K followers, 21.5K engagements

"Every member of the Mag7 is down year to date $nvda $goog $meta $aapl $tsla $amzn $msft"
X Link 2026-02-14T21:20Z 138.6K followers, [----] engagements

"It seems like mass media is salty that inflation hasnt gone up Even Powell has said the effects of tariffs are disinflationary Stop letting your politics make you look stupid We have maybe one or two months of hotter PCE due to tariff impacts before AI and simple y/y effects bring disinflation to America Government data lags truflation by [--] weeks on average which is the closest thing we have to live data https://twitter.com/i/web/status/2022784125036335573 https://twitter.com/i/web/status/2022784125036335573"
X Link 2026-02-14T21:24Z 138.6K followers, [----] engagements

"Whoever wrote the community report is also a complete jackass as the latest CPI not the realtime PCE estimate above was 2.4pct below expectations not 2.7pct A bunch of illiterate clowns"
X Link 2026-02-14T21:29Z 138.6K followers, [----] engagements

"@Mr_Derivatives The best part is Buffett doesnt even know who Chamath is nor does he care"
X Link 2026-02-14T22:16Z 138.6K followers, [----] engagements

"Confidence comes from preparation"
X Link 2026-02-14T22:23Z 138.6K followers, [----] engagements

"Good cheat sheet on different LLMs via @DougKass Do you agree $NVDA $MSFT $META $GOOG"
X Link 2026-02-09T10:40Z 138.6K followers, [----] engagements

"$EWY Korea flows have been insane"
X Link 2026-02-12T22:41Z 138.6K followers, 18.9K engagements

"$UBS WARNS CREDIT MARKETS ARE UNDERPRICING AI DISRUPTION RISK WITH LEVERAGED LOANS MOST VULNERABLE AND POTENTIAL SPILLOVERS THREATENING BROADER FUNDING CONDITIONS AND THE AI INVESTMENT BOOM"
X Link 2026-02-13T00:49Z 138.6K followers, [----] engagements

"Several examples like this right now $pypl at 6x EBITDA Adyen $ADYEY at 23x P/E and just 10.5x EBITDA. This is the cheapest this stock has ever been. https://t.co/eFtVa8fZTt Adyen $ADYEY at 23x P/E and just 10.5x EBITDA. This is the cheapest this stock has ever been. https://t.co/eFtVa8fZTt"
X Link 2026-02-15T13:59Z 138.6K followers, 14.7K engagements

"Oil up 4% on Trump Iran message $USO $UCO undoing all "progress" with Venezuela"
X Link 2026-01-13T14:49Z 138.6K followers, [----] engagements

"$NVO NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY BY $HIMS"
X Link 2026-02-05T14:13Z 138.6K followers, 34K engagements

"$meli doesnt have ai risk just market share encroachment from $amzn Via @zoomyzoomm"
X Link 2026-02-07T16:28Z 138.6K followers, 15.2K engagements

"They should make a movie out of this $nflx $amzn $dis @netflix Damon Sheehy-Guiseppi didnt play high school football and never got a major college offer. After failing to make a JUCO basketball team and running track instead a car accident ended that path too. He eventually forced his way onto a junior college football team by repeatedly showing up uninvited and became an NJCAA All-American kick returner. Even then nobody called. No Division I offers. No NFL interest. Damon maxed out a credit card traveling to schools to show his film got rejected everywhere and spent nearly two years"
X Link 2026-02-09T23:38Z 138.6K followers, [----] engagements

"How to use Claude Code for Finance via Dave Wong $NVDA $AMD $MSFT"
X Link 2026-02-10T11:23Z 138.6K followers, 15.4K engagements

"ATM in Shanghai China melts your gold at 1200C and transfers money straight to your account $GLD $GDX $SLV $SIL $NEM $GOLD"
X Link 2026-02-10T11:44Z 138.6K followers, 20.8K engagements

"$NFLX going under $80. AI victim or were U.S. stocks just overvalued as a group"
X Link 2026-02-11T16:00Z 138.6K followers, [----] engagements

"Ackman Takes a $2 billion bet on $META; wild timing before this EY news Bill Ackmans Pershing Square revealed a major new stake in Meta making up 10% of its portfolio or about $2 billion. The firm sees Meta as a top beneficiary of AI boosting ads content and future products like wearables and digital assistants. Despite recent share declines Pershing Square began buying in November at around $625 per share with the stock rising since. https://twitter.com/i/web/status/2021650175618671033 https://twitter.com/i/web/status/2021650175618671033"
X Link 2026-02-11T18:18Z 138.6K followers, 38.1K engagements

"Software stocks down 2% again $IGV $PLTR $CRM"
X Link 2026-02-12T15:43Z 138.6K followers, 13.4K engagements

"Silver $SLV now down 10%"
X Link 2026-02-12T19:00Z 138.6K followers, [----] engagements

"$ICLR is interesting the accounting restatement only impacted 2% of revenue. Good to do more work on"
X Link 2026-02-13T15:28Z 138.6K followers, [----] engagements

"Agnico $AEM delivered record annual free cash flow of $4.4B and operating cash flow of $6.8B returning $1.4B to shareholders through dividends and buybacks highlighting strong leverage to higher gold prices and operational consistency. All in sustaining cost of $1300 per oz one of the lowest in the industry $GLD $GDX $GDXJ https://twitter.com/i/web/status/2022354472857477422 https://twitter.com/i/web/status/2022354472857477422"
X Link 2026-02-13T16:57Z 138.6K followers, [----] engagements

"Chamath claims that Berkshire $brkb $brka only outperformed before [----] because they had access to inside information through Reg FD If this was actually true you would have seen Buffett trade 100x more and have many more positions rather than hyper concentrated positions in companies like $KO The arrogance of this man is astoundinghe will never be as good as Buffett and has permanently ruined his reputation forever for grifting retail and then berating them by saying only he is in the arena He has been trying to prove he is the next Warren Buffett since [----] and this latest attempt is just"
X Link 2026-02-14T20:26Z 138.6K followers, 84.6K engagements

"@DeepIceValue Dude you have to be kidding me he just lost 30pct on one of his biggest trades MOH because he didnt see every other healthcare companies medical cost ratio go up Do u even read his substack"
X Link 2026-02-14T22:54Z 138.6K followers, [----] engagements

"This is why $MU is making new high highs"
X Link 2026-02-15T04:12Z 138.6K followers, 14.3K engagements

"Chamath in this video claiming all Warren Buffetts excess returns were from insider trading $brkb $brka $clov"
X Link 2026-02-15T17:12Z 138.6K followers, [----] engagements

"Lol FED'S GOOLSBEE: I'M STILL TRYING TO PROCESS WHY LONG-END INTEREST RATES ARE INCREASING"
X Link 2023-09-28T17:36Z 138.4K followers, 10.8K engagements

"WCI composite container freight benchmark rate for [--] book box since [----]. $ZIM $AMKBY https://twitter.com/i/web/status/1756799648134578379 https://twitter.com/i/web/status/1756799648134578379"
X Link 2024-02-11T21:57Z 138.5K followers, [----] engagements

"Rolex prices are down almost 40% from peak levels"
X Link 2024-06-23T18:22Z 138.5K followers, 1.6M engagements

"10 year yield back at 4.6%"
X Link 2024-12-23T19:45Z 138.5K followers, 118K engagements

"This admin thinks these people want to work in manufacturing with two 10-minute bathroom breaks per day"
X Link 2025-04-16T14:01Z 138K followers, 59.1K engagements

"AI Jeans - your jeans will now tell you when you are fat Levi Strauss & Co. Partners with Microsoft to Build Next-Gen Super-Agent $MSFT $LEVI https://twitter.com/i/web/status/1990421182491795950 https://twitter.com/i/web/status/1990421182491795950"
X Link 2025-11-17T14:06Z 137.9K followers, 14.5K engagements

"Conduit Power has entered into financial agreements with Diamondback Energy Inc. (NASDAQ: $FANG) and Granite Ridge Resources (NYSE: $GRNT) to develop [---] megawatts of natural gas power generation assets in Texas. Under the agreements Conduit will build own and operate the distributed power generation capacity across ERCOT's Load Zone West in West Texas. The facilities will sell energy and ancillary services to the Electric Reliability Council of Texas the state's largest power grid operator. https://twitter.com/i/web/status/2001358353281270008"
X Link 2025-12-17T18:26Z 138.2K followers, [----] engagements

"Bank of America's top [----] picks focus on AI/semiconductors: Nvidia ( $NVDA) Broadcom ( $AVGO) Lam Research ( $LRCX) KLA ( $KLAC) Analog Devices ( $ADI) Cadence ( $CDNS). In utilities for AI power demand: Public Service Enterprise ( $PEG) Alliant Energy ( $LNT) Sempra ( $SRE) Southwest Gas ( $SWX) Xcel Energy ( $XEL). https://twitter.com/i/web/status/2002850862712987692 https://twitter.com/i/web/status/2002850862712987692"
X Link 2025-12-21T21:17Z 138.5K followers, [----] engagements

"MSCI ruled DATS will stay in indices $asst $sbet $bmnr $mstr $ethz $sqns $naka $brr"
X Link 2026-01-07T01:28Z 138K followers, [----] engagements

"$OWL Blue Owl Capital Inc. is allowing investors in Blue Owl Technology Income Corp. to withdraw as much as 17% of the non-traded funds net assets worth about $685 million. The firm had previously set a 5% quarterly limit but is prioritizing investors due to having $2.4 billion of liquidity. The move comes after the firm was hit with a deluge of redemption requests last month amid growing angst around private credit and increased scrutiny from regulators and policymakers. https://twitter.com/i/web/status/2008951587473887549 https://twitter.com/i/web/status/2008951587473887549"
X Link 2026-01-07T17:19Z 138.3K followers, [----] engagements

"$sruuf https://x.com/i/status/2009314608348319884 As of a few minutes ago it's now legal to build big nuclear plants in Illinois. https://x.com/i/status/2009314608348319884 As of a few minutes ago it's now legal to build big nuclear plants in Illinois"
X Link 2026-01-08T21:33Z 138.2K followers, [----] engagements

"$SRUUF https://x.com/GovKathyHochul/status/2011152343090544918s=20 Its go big or go home. I want to scale us up to five gigawatts of nuclear power more that's been built anywhere in the U.S. in the last [--] years. https://x.com/GovKathyHochul/status/2011152343090544918s=20 Its go big or go home. I want to scale us up to five gigawatts of nuclear power more that's been built anywhere in the U.S. in the last [--] years"
X Link 2026-01-14T09:27Z 138.2K followers, [----] engagements

"$MU Data centers are set to consume 70% of all memory chips produced in [----] mostly driven by AI demand for high-bandwidth memory (HBM) and server DRAM. Spoke to someone at $BBY yesterday that to build a new powerful PC today (64GB+ memory) more than 75% of the cost would be memory sticks. https://twitter.com/i/web/status/2013247118614343774 https://twitter.com/i/web/status/2013247118614343774"
X Link 2026-01-19T13:48Z 138.2K followers, 21.6K engagements

"$UBS CEO says blockchain will be the future of the global banking business"
X Link 2026-01-20T20:11Z 138K followers, [----] engagements

"Worst combined cross asset decline since April [----] across US equities corporate bonds government bonds and crypto $SPY $TLT $LQD $HYG $IBIT"
X Link 2026-01-20T20:32Z 137.9K followers, [----] engagements

"US Treasury Secretary Scott Bessent says Deutsche Bank's $DB CEO called to dismiss a report that had suggested European investors may dump US assets"
X Link 2026-01-21T10:48Z 137.9K followers, [----] engagements

"Software stocks down [--] days in a row due to Claude Code risk. $NOW $NVDA"
X Link 2026-01-21T20:02Z 138.5K followers, 10.8K engagements

"$GE Aerospace beat on earnings shares flat premkt GE Aerospace $GE reported quarterly earnings of $1.57 per share which beat the analyst consensus estimate of $1.43 by [----] percent. This is a 18.94% increase over earnings of $1.32 per share from the same period last year. The company reported quarterly sales of $12.717 billion which beat the analyst consensus estimate of $11.177 billion by 13.78%. This is a 17.62% increase over sales of $10.812 billion the same period last year. General Electric Aerospace forecast adjusted earnings per share for [----] of $7.10 to $7.40. YEAR FORECAST - Sees"
X Link 2026-01-22T11:59Z 137.7K followers, 10.2K engagements

"$ADSK stock rises on cutting 7% of workforce or roughly [----] jobs"
X Link 2026-01-22T17:02Z 138.5K followers, [----] engagements

"$WDAY Workday CEO Carl Eschenbach downplayed concerns that artificial intelligence could undermine traditional software business models calling such fears overblown in an interview on CNBCs Squawk Box on Thursday. Speaking from the World Economic Forum in Davos Eschenbach characterized AI as a net positive for Workday emphasizing that it represents a demand tailwind rather than a structural threat. Software equities have come under pressure in recent months amid investor concerns that generative AI could disrupt incumbent vendors by eroding recurring revenue models. Eschenbach argued that in"
X Link 2026-01-22T17:10Z 138.5K followers, [----] engagements

"BLACKROCK PRIVATE DEBT FUND EXPECTS 19% NET ASSET VALUE CUT $TCPC $BLK"
X Link 2026-01-24T02:37Z 138.4K followers, [----] engagements

"US winter storm triggered what is shaping up to be one of the worst air travel meltdowns since the pandemic forcing major airlines to cancel more than half of their flights. $aal $ual $dal"
X Link 2026-01-25T18:04Z 138.5K followers, [----] engagements

"Trump has literally wiped out more than half of his net worth in crypto since October from $4 billion to $2 billion. $DJT $ABTC. We are entering our 2nd government shutdown in [--] months. Eric must be squeamish. $IBIT $MSTR"
X Link 2026-01-25T20:30Z 137.9K followers, [----] engagements

"BlackRock's $BLK Rick Rieder Expected to be the Next Fed Chair (50% Chance) On policy Rieder tends to be more focused on risk and focused on avoiding damage to credit housing and small business. Thats why hes been more open than many to rate cuts in this phase of the cycle. Rick Rieders candidacy represents a shift from academic theory to real-world financial plumbing. As the manager of $2.4 trillion in fixed income at BlackRock he possesses a unique understanding of how monetary policy actually "hits the tape." [--]. Preventing "Economic Accidents" Rieders primary strength as a potential Fed"
X Link 2026-01-25T22:57Z 137.9K followers, [----] engagements

"$TM Toyota Motors probably a sell on yen intervention (bad for exports)"
X Link 2026-01-26T02:24Z 138K followers, [----] engagements

"Our Educational Discord call recording is up where we discuss our top [--] picks out of [--] copper names long term. $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FQVLF $ERO $COPX $ICOP $COPP $CPER https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing"
X Link 2026-01-26T02:38Z 138K followers, [----] engagements

"For the first time since [----] the value of gold held by central banks ($4.6 trillion) exceeds the value of the US Treasurys they hold ($3.9 trillion). $gld"
X Link 2026-01-26T03:29Z 138.5K followers, 164K engagements

"$IONQ IonQ Inc. has agreed to buy SkyWater Technology Inc. in a cash-and-stock deal that values the chipmaker at about $1.8 billion. IonQ will pay $35 a share for the Minnesota-based company comprising $15 in cash and $20 in stock a 38% premium to SkyWaters average share price over [--] days. The deal gives IonQ access to a large US-based chip foundry allowing it to speed up development of its own technology and boost its appeal to US customers in sensitive sectors like defense. https://twitter.com/i/web/status/2015754928170434874 https://twitter.com/i/web/status/2015754928170434874"
X Link 2026-01-26T11:53Z 138K followers, [----] engagements

"BUFFETT DELIVERED A SERIOUS WARNING $BRKB HE SAYS HISTORY PROVES GOVERNMENTS CONSISTENTLY DEVALUE THEIR OWN CURRENCIES AND CURRENT U.S. POLICY IS MAKING HIM UNEASY. $GLD $SLV $IBIT"
X Link 2026-01-26T12:14Z 138.5K followers, 32.9K engagements

"BlackRock TCP Capital Corp. $TCPC a publicly traded middle-market lending fund falls 12% as it expects to mark down the net value of its assets 19% after a string of troubled loans weighed on results"
X Link 2026-01-26T12:35Z 138.4K followers, [----] engagements

"$VST power generation companies https://x.com/ShanuMathew93/status/2015817095993233762s=20 Power has been one of the primary winners of the AI capex trade. (chart: Bernstein) https://t.co/dVe6gVvYag https://x.com/ShanuMathew93/status/2015817095993233762s=20 Power has been one of the primary winners of the AI capex trade. (chart: Bernstein) https://t.co/dVe6gVvYag"
X Link 2026-01-26T18:59Z 137.9K followers, [----] engagements

"So Burry thinks shorting $nvda at 23x forward earnings is a great idea and going long $gme with no real business prospects and a failed bitcoin strategy is a good idea. Wow interesting"
X Link 2026-01-26T22:28Z 138.4K followers, 30.1K engagements

"Well well now we know why Rep Hern sold all his $unh shares United Health $UNH down 8% after hours on news of Trump admin proposing flat rates for Medicare Rep. Hern (R) sold off his entire $500K position just a couple weeks ago"
X Link 2026-01-27T08:11Z 138.5K followers, 11.7K engagements

"$apo WARNING: This may be a PTSD trigger for those of you who were credit investors in [----]. https://t.co/ayXUrxCiP8 WARNING: This may be a PTSD trigger for those of you who were credit investors in [----]. https://t.co/ayXUrxCiP8"
X Link 2026-01-27T08:30Z 138.5K followers, [----] engagements

"Rieder is going to cut rates to at least 3%.not to 2% like Hassett but more than the market predicts"
X Link 2026-01-27T08:54Z 138K followers, 19K engagements

"Two sticks of RAM now cost over $1000 because of this AI crap $MU $NVDA"
X Link 2026-01-28T01:35Z 138.5K followers, 43.4K engagements

"Thailands Central Bank governor prohibits short selling for gold transactions. $gld $slv"
X Link 2026-01-28T02:48Z 137.9K followers, [----] engagements

"Tether CEO reiterates the company's stance and confirms it is buying one or two tons of gold per week now holding [---] TONS of $GLD Gold stashed in a nuclear bunker"
X Link 2026-01-28T09:18Z 138.5K followers, [----] engagements

"Anta Sports Products the largest Chinese sportswear company has purchased a 29.06% stake in $Puma for [----] billion (1.79 billion) becoming the largest shareholder of the German brand"
X Link 2026-01-28T09:48Z 138.5K followers, [----] engagements

"BlackRock $BLK says bonds no longer offer reliable portfolio protection amid rising volatility. Spikes in long-term yields are fueling debt concerns driven largely by U.S. tariff risks with impacts strongest in Japan. The firm remains underweight long-term U.S. and Japanese government bonds https://twitter.com/i/web/status/2016533309203825071 https://twitter.com/i/web/status/2016533309203825071"
X Link 2026-01-28T15:26Z 138.5K followers, [----] engagements

"EU is "actively looking" for alternative LNG supplies that aren't from the US $LNG $UNG via @SStapczynski"
X Link 2026-01-28T15:30Z 138.1K followers, [----] engagements

"$CVNA has been taking market share from $KMX.need this to turn and for subprime auto to really blow up for this to be a good short"
X Link 2026-01-28T16:57Z 138.1K followers, 10.1K engagements

"$HD HOME DEPOT TO CUT [---] CORPORATE JOBS REQUIRE FULL-TIME RETURN TO OFFICE"
X Link 2026-01-28T20:29Z 138.5K followers, [----] engagements

"ALKAMI $ALKT SAID TO TAP ADIVSOR TO EXPLORE SALE Alkami up 8% after Bloomberg says company exploring options"
X Link 2026-01-28T20:30Z 138.5K followers, [----] engagements

"$ADBE could do something really funny here with $FIG"
X Link 2026-01-28T21:43Z 138.4K followers, 65.1K engagements

"$V Visa doing everything it can to avoid getting on the wrong side of [--] I like the investment plan for kids https://x.com/i/status/2016570277774131452 Statement from Visa: https://t.co/2Bcv8e36BE https://x.com/i/status/2016570277774131452 Statement from Visa: https://t.co/2Bcv8e36BE"
X Link 2026-01-28T22:46Z 137.9K followers, [----] engagements

"Copper up 7%.rallying harder than gold or silver today All-time record $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FM / $FQVLF $COPX $ICOP $COPP $CPER"
X Link 2026-01-29T09:24Z 138.5K followers, [----] engagements

"$GEV GE Vernova earnings OK outside of wind: GE Vernova reported a mixed earnings picture with revenue of $10.956 billion up 4% from 10.56bn and EPS of $2.79 missing the estimate of $3.18. Sales exceeded an analyst estimate of $10.213 billion. The company highlighted solid demand margin expansion and cash generation with a backlog increase to $150 billion and a doubling of its quarterly dividend to [--] cents per share. GE Vernova raised its [----] revenue outlook to $44 billion to $45 billion and increased free cash flow guidance to $5.0 billion to $5.5 billion with shares trading lower"
X Link 2026-01-29T12:42Z 138.5K followers, [----] engagements

"Aluminum more expensive in the USA now due to tariffs $AA"
X Link 2026-01-29T12:45Z 138.4K followers, [----] engagements

"@TheBenSchmark correct $AA is cited for SEO purposes. our ideas are on our website/discord"
X Link 2026-01-29T12:54Z 137.6K followers, [---] engagements

"Hmm.SEC Chair Paul Atkins says now is the "right" time to open the $12.5 trillion 401k retirement market to crypto. Investors should be able to make their own decisions but this guy is coming in strong. $IBIT $MSTR $SBET"
X Link 2026-01-29T13:12Z 138.5K followers, 10.8K engagements

"What is the AI threat to cybersecurity If anything cybersecurity software needs will rise"
X Link 2026-01-29T15:30Z 137.6K followers, [----] engagements

"$SATS down on potential merger of xAI and SpaceX"
X Link 2026-01-29T22:07Z 138.1K followers, [----] engagements

"$V Visa beat earnings but traded down Visa Q1 Adj. EPS $3.17 Beats $3.14 Estimate Sales $10.901B Beat $10.687B Estimate Payment volume $3.87 trillion +9.8% y/y estimate $3.83 trillion Payments volume at constant currency +8% estimate +8.33% Cross-border volumes at constant currency +12% estimate +11.9% Change in cross-border volume nominal USD +18% estimate +13.6% Total Visa processed transactions $69.4 billion +8.8% y/y estimate $69.67 billion Total Visa processed transactions +9% Net revenue $10.90 billion +15% y/y estimate $10.68 billion Service revenue $4.76 billion +13% y/y estimate"
X Link 2026-01-29T22:12Z 137.9K followers, [----] engagements

"Founder of Ivanhoe Mines on copper $FCX $TECK $GLEN $SCCO $HBM: https://x.com/robert_ivanhoe/status/2017022065367269715s=20 I have heard many explanations for the rally in the copper market over the past [--] hours. upside call option granters being caught wrong-footed collar hedging by miners alarmingly out of the money even aggressive buying of $20000 per tonne strike calls for June and December https://x.com/robert_ivanhoe/status/2017022065367269715s=20 I have heard many explanations for the rally in the copper market over the past [--] hours. upside call option granters being caught"
X Link 2026-01-30T09:04Z 138.5K followers, 22.1K engagements

"Powell realizing he wont be the Fed chair when the next big crash happens"
X Link 2026-01-30T13:29Z 137.7K followers, 11.7K engagements

"$10 trillion in value wiped from Gold and Silver in [--] hours. $SLV $GLD Imagine buying on margin this month El Salvador just bought yesterday"
X Link 2026-01-30T18:09Z 137.8K followers, [----] engagements

"US has told India that it will be able to purchase Venezuelan crude oil but any scaling here will take years $uso $uco"
X Link 2026-01-31T12:34Z 138.6K followers, [----] engagements

"First FDIC bank failure of 2026: Metropolitan Capital Bank & Trust This Chicago based bank was already stressed as Chicago real estate prices have been anemic We have far too many banks in the USA"
X Link 2026-01-31T12:56Z 137.9K followers, [----] engagements

"Dalio says every fiat currency is declining faster than ever and given debt problems the world is now hoarding gold especially central banks Ray Dalio says the U.S. Dollar & all other fiat monetary systems are coming to an end"
X Link 2026-01-31T17:07Z 138.2K followers, [----] engagements

"Bitcoin just fell below 80k. $IBIT $MSTR Trump has been the worst President for his own family's net worth $ABTC $DJT 4bn in crypto gross value at peak going to fall to 1.5bn"
X Link 2026-01-31T17:12Z 138.5K followers, [----] engagements

"Agree with Matt furthermore the same bad reporting from Reuters last week caused liquidations in rare earth metals companies like $MP and $USAR Journalists need to do better the WSJ $NVDA stalling on deal with OpenAI article was not titled correctlybut unlike Reuters they addressed this in the body of the article This type of garbage is getting tiring. WSJs headline implies Nvidia is bailing on OpenAI but the article itself says the original $100B / 10GW framework was nonbinding and never a finalized contract (old news Jensen didnt like the $amd deal either - duh). It also says"
X Link 2026-01-31T20:50Z 137.9K followers, [----] engagements

"CEO of $U Unity on AI Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can"
X Link 2026-01-31T20:51Z 137.6K followers, 10.3K engagements

"Calls in $gld and $slv highest traded ever on Friday When looking at the total call volume among some of the most popular ETFs ($GLD and $SLV) Friday was the highest of all time coming in at [---] million contracts traded. #gold #silver https://t.co/daqb0gR7j0 When looking at the total call volume among some of the most popular ETFs ($GLD and $SLV) Friday was the highest of all time coming in at [---] million contracts traded. #gold #silver https://t.co/daqb0gR7j0"
X Link 2026-01-31T22:32Z 137.9K followers, [----] engagements

"@biancoresearch @Chickendaddy5 It was because of a timing mismatch with London pricing not really a 19pct discount to nav"
X Link 2026-01-31T22:47Z 137.7K followers, [----] engagements

"That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." $nvda"
X Link 2026-02-01T00:24Z 137.9K followers, 34.4K engagements

"Truflation shows inflation is dumping.contrary to PPI last week which was bolstered by fund manager fees etc that grow with AUM"
X Link 2026-02-01T14:37Z 137.9K followers, [----] engagements

"Renminbi cannot be a global reserve currency if China continues to have capital controls https://x.com/FT/status/2017953627143286903s=20 Xi Jinping has called for the renminbi to become a global reserve currency in some of his clearest comments on his ambitions for Chinas currency as Beijing seeks to play a greater role in the international monetary system: https://t.co/qvIgOzMkmi https://t.co/XvPayFHr2K https://x.com/FT/status/2017953627143286903s=20 Xi Jinping has called for the renminbi to become a global reserve currency in some of his clearest comments on his ambitions for Chinas"
X Link 2026-02-01T14:41Z 138.5K followers, [----] engagements

"Does Trump know there is a board of governors that all vote on policy How it works: There are [--] voters at EVERY SINGLE FOMC meeting: 1) The [--] Governors (Permanent Voters) These are the members of the Board of Governors in Washington D.C. They are appointed by the President and confirmed by the Senate. They always have a vote. Jerome Powell (Chair until May 2026) Philip Jefferson (Vice Chair) Michael Barr Michelle Bowman Lisa Cook Stephen Miran (Note: His term technically ended yesterday Jan [--] 2026; a successor or temporary seat-holder will fill this spot.) Christopher Waller 2) The 5"
X Link 2026-02-01T15:36Z 138K followers, [----] engagements

"Comex silver inventories $SLV"
X Link 2026-02-01T15:36Z 138.1K followers, 71.2K engagements

"$AMZN is buying copper in the US for the first time in more than [--] years for its data centers from $RIO Johnson Camp Mine in Arizona Amazon Web Services (AWS) has secured a two-year agreement with Rio Tinto to purchase copper from the Johnson Camp mine in Arizona marking the first new U.S.-mined copper in over a decade. This agreement is part of AWS' strategy to support its growing AI data centers which require a significant amount of copper for their infrastructure. The deal covers approximately [-----] metric tons of copper cathode over four years with an additional [-----] tonnes from"
X Link 2026-02-01T15:47Z 138.4K followers, 27K engagements

"Software meltdown $FIG $TTD $DUOL $HUBS $MNDY $WIX $REAM $CVLT $DOCS $IOT $DOCU $ESTC $CRM $WDAY $INTU $ABDE $SAP $SNOW $ZETA $FSLY"
X Link 2026-02-01T16:33Z 138.1K followers, [----] engagements

"US High Yield Credit Spreads (BB/B) Still at Multi Year Lows $JNK"
X Link 2026-02-01T16:45Z 137.7K followers, [----] engagements

"Marc Andreessen on AI $NVDA $AMD $GOOG https://x.com/i/status/2016926074635182473 The @pmarca episode Marc is a many-time founder investor co-creator of the web browser co-founder of Netscape the "a" in @a16z. In this very special conversation we dig into why were living through one of the most unique times in history and what comes next. We discuss: https://t.co/Pg4LmGtQco https://x.com/i/status/2016926074635182473 The @pmarca episode Marc is a many-time founder investor co-creator of the web browser co-founder of Netscape the "a" in @a16z. In this very special conversation we dig into why"
X Link 2026-02-02T06:19Z 137.8K followers, 11.8K engagements

"BLS WON'T RELEASE JANUARY JOBS REPORT ON FRIDAY: BARRON'S THIS IS DUE TO PARTIAL GOVERNMENT SHUTDOWN"
X Link 2026-02-02T17:16Z 138.2K followers, 23.1K engagements

"Copper up 4% on China stockpiling China which consumers 60% of the world's commodities is growing copper inventories at the same time as the USA to secure supply after the strategic metal rose this year. $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FM / $FQVLF $COPX $ICOP $COPP $CPER The country will work with key state-owned smelters to boost commercial inventories Duan Shaopu deputy secretary general of the China Nonferrous Metals Industry Association said at a press conference on Tuesday. https://twitter.com/i/web/status/2018673434406854760"
X Link 2026-02-03T13:10Z 138.5K followers, [----] engagements

"$PEP PepsiCo Cuts Lays Doritos Prices as Much as 15% to Boost Sales as lower income US citizens are cutting back Disinflation starting"
X Link 2026-02-03T13:59Z 138K followers, 13.7K engagements

"Spain's PM announces legal measures against "dangers of social media" including bans for under 16s making tech CEOs "face criminal liability" for not removing "illegal or hateful content" $meta $goog $msft $snap $orcl"
X Link 2026-02-03T14:25Z 138K followers, [----] engagements

"$USAR now back at $26/share The Trump administration has launched Project Vault a public-private partnership aimed at insulating the U.S. economy from global resource volatility. The U.S. Export-Import Bank has announced funding of a direct loan of up to $10 billion to Project Vault with more than a dozen major companies providing an additional nearly $2 billion. The government's commitment is viewed as a "White House put" for the rare earth and critical minerals sector with investors piling into domestic miners and processors. https://twitter.com/i/web/status/2018735704948310194"
X Link 2026-02-03T17:17Z 138.5K followers, [----] engagements

"Rare-earths and critical minerals stocks are rising on Tuesday as the European Union is set to pitch the US on a critical minerals partnership to reduce reliance on China. $USAR $MP"
X Link 2026-02-03T19:10Z 138.2K followers, [----] engagements

"ORACLE $ORCL FILES FOR OFFERING OF UP TO $20B OF COMMON STOCK"
X Link 2026-02-04T00:17Z 138.4K followers, 29.8K engagements

"Big sell off in private equity today on software loan risk $bx $ares $tpg $apo"
X Link 2026-02-04T01:27Z 138.5K followers, [----] engagements

"Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. $NVDA"
X Link 2026-02-04T10:14Z 138.3K followers, 10.8K engagements

"Jensen on software careful to say that AI won't destroy software companies. This guy can't afford to lose any customers $NVDA $MSFT $CRM $NOW"
X Link 2026-02-04T12:18Z 138.1K followers, 10.4K engagements

"$UBER miss on earnings (stock down 7%) but gross bookings up 22% y/y and monthly active platform customers up 18% - Uber forecast adjusted Ebitda for the first quarter of $2.37 billion to $2.47 billion. - The company also names Balaji Krishnamurthy as its new Chief Financial Officer - 1Q Performance Sees adjusted Ebitda $2.37 billion to $2.47 billion estimate $2.45 billion - Sees gross bookings $52 billion to $53.5 billion estimate $51.37 billion - Sees adjusted earnings per share of 65c-72c estimate 76c 4Q Results Gross bookings $54.14 billion +22% y/y estimate $53.14 billion Mobility"
X Link 2026-02-04T12:30Z 138.5K followers, [----] engagements

"At 22k vs 45k ADP was soft and the Fed should be considering cutting rates"
X Link 2026-02-04T14:17Z 138.5K followers, [----] engagements

"$AMZN - EXCLUSIVE-AMAZON PLANS TO USE AI TO SPEED UP PROCESS FOR MAKING MOVIES AND TV SHOWS $NFLX $NVDA"
X Link 2026-02-04T15:35Z 138.2K followers, [----] engagements

"TRUMP SAYS HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES - NBC"
X Link 2026-02-04T19:53Z 138.5K followers, 19.6K engagements

"$GOOG ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B"
X Link 2026-02-04T21:37Z 138K followers, [----] engagements

"Sharp move lower in $SLV overnight as a Chinese firm shorted over $1 billion of silver again he is still short Bian Ximing a reclusive billionaire often dubbed the "King of Futures" in China made headlines in early February [----] for a high-stakes bet against silver. Data from the SHFE showed that his firm Zhongcai Futures rapidly increased its short position. By January [--] [----] the firm held roughly [-----] short contracts equivalent to approximately [------] tons of silver. Bian reportedly cleared over $500 million in profit within a single week as silver prices plunged nearly 30% in a "flash"
X Link 2026-02-05T09:29Z 137.9K followers, 41.7K engagements

"Warsh hasn't even started yet.just replace him with Rieder BESSENT SAYS WHETHER TO SUE WARSH OVER FED INTEREST RATE POLICY IS UP TO PRESIDENT TRUMP"
X Link 2026-02-05T16:03Z 138.5K followers, 10.2K engagements

"Claude creates financial modeling software to rival $FDS Factset stock down 7%"
X Link 2026-02-05T17:55Z 138K followers, 38.1K engagements

"Markets just repriced expectations for a March rate cut. Kalshi now shows a 20% chance of a 25bp cut up sharply from single digits earlier today"
X Link 2026-02-05T20:15Z 137.8K followers, [----] engagements

"Margin calls on $GLD and $SLV https://x.com/profitsplusid/status/2019541783462703462s=20 CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going into effect after the close of Friday Feb [--] [----] https://t.co/79muikRcbx https://x.com/profitsplusid/status/2019541783462703462s=20 CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going into effect"
X Link 2026-02-06T00:30Z 138.5K followers, 12.7K engagements

"Trump could really pump the market by switching his nomination to Hassett tmrw. Pretty easy to do when his family just lost $2bn in crypto wealth"
X Link 2026-02-06T00:39Z 137.8K followers, 28.3K engagements

"@RedDevi52539977 this is a taper tantrum + AI scare"
X Link 2026-02-06T00:40Z 138.5K followers, [----] engagements

"Almost a 50% drawdown in silver from highs $SLV via @Fullcarry"
X Link 2026-02-06T01:01Z 137.7K followers, [----] engagements

"$MOH had obvious risks.like other healthcare companies in the space (medical cost/margin shock). All the other companies in the space were also reporting deterioration in Medical Care Ratios (90.2%-- 94.6%) https://x.com/kingtutcap/status/2019525974485074039s=20 Substack bros in shambles https://t.co/4LOYq5bLoH https://x.com/kingtutcap/status/2019525974485074039s=20 Substack bros in shambles https://t.co/4LOYq5bLoH"
X Link 2026-02-06T09:52Z 138.5K followers, [----] engagements

"$AMZN mixed shelf offering to fund capex Bezos you sly dog selling all that stock. AMAZON $AMZN HAS FILED FOR MIXED SHELF OFFERING; SIZE NOT DISCLOSED $ORCL"
X Link 2026-02-06T13:13Z 138.2K followers, [----] engagements

"Bithumb employee reportedly sent hundreds of users [----] $BTC during an airdrop instead of the intended token causing Bitcoin to trade about 10% lower on the exchange than the broader market. $IBIT $MSTR As of February [--] [----] this report is true and is currently developing into one of the most significant operational blunders in the history of South Korean crypto exchanges. Multiple outlets including Phemex News and Foresight News have confirmed that an employee at Bithumb mistakenly distributed [----] BTC (valued at roughly $134 million) instead of the intended [----] Korean Won (about $1.40)"
X Link 2026-02-06T13:22Z 138.6K followers, [----] engagements

"$GOOG whyyyyyyyyyyyyyyyyyyyyyyyyyyyy https://x.com/jimcramer/status/2019803964116472028s=20 Before the day is over I want to reiterate that think Google is the best value now of the big guys. https://x.com/jimcramer/status/2019803964116472028s=20 Before the day is over I want to reiterate that think Google is the best value now of the big guys"
X Link 2026-02-06T18:00Z 138.5K followers, [----] engagements

"Wednesday was single biggest hedge fund degrossing day since October $GS GS prime brokerage estimates for hedge fund performance on Weds (crazy momentum unwind day): Quant: -0.82% (+2.5% YTD) Fundamental L/S: -0.93% (+2.2% YTD) Multistrat equity: -1.9% (worst since April) (+3.9% YTD) Weds was largest US single-stock degrossing since October GS prime brokerage estimates for hedge fund performance on Weds (crazy momentum unwind day): Quant: -0.82% (+2.5% YTD) Fundamental L/S: -0.93% (+2.2% YTD) Multistrat equity: -1.9% (worst since April) (+3.9% YTD) Weds was largest US single-stock degrossing"
X Link 2026-02-06T21:15Z 138K followers, 10.6K engagements

"$NVO $HIMS $LLY FDA IS MOVING TO COMBAT COPYCAT & COMPOUNDED GLP-1 DRUGS VIOLATORS TO FACE ENFORCEMENT $HIMS"
X Link 2026-02-06T23:11Z 137.7K followers, [----] engagements

"Frances AI plan will be funded with [--] million yes million with an M In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h"
X Link 2026-02-06T23:39Z 138K followers, [----] engagements

"$msft gave up lead over SPX"
X Link 2026-02-06T23:40Z 138.1K followers, [----] engagements

"Barclays says China has made astounding AI progress over the past year closing much of the gap with the U.S. despite limited compute. Open-source collaboration among local labs has accelerated innovation and model iteration. $nvda While U.S. labs may regain a lead with next-gen models in [----] China remains close behind. Consumer and enterprise AI adoption lags (200M daily users vs. 500M in the West) but low-cost models like DeepSeek V3.2 are boosting capability and fine-tuning. Chinas AI capex is less than one-fifth of top U.S. hyperscalers giving the West an edge in monetization and returns"
X Link 2026-02-06T23:43Z 137.8K followers, [----] engagements

"3 interesting names in here we have bought $30B+ stocks with Negative 5-YR Total Returns Paypal Sea limited Nike Adobe Snowflake Diageo Disney Target AirBnB UPS Pfizer Zoetis UnitedHealth Salesforce Autodesk Qualcomm Verizon Intel ServiceNow Abbott Labs Medtronics Roper Doordash Accenture TakeTwo Shopify https://t.co/HmjDLJuInI $30B+ stocks with Negative 5-YR Total Returns Paypal Sea limited Nike Adobe Snowflake Diageo Disney Target AirBnB UPS Pfizer Zoetis UnitedHealth Salesforce Autodesk Qualcomm Verizon Intel ServiceNow Abbott Labs Medtronics Roper Doordash Accenture TakeTwo Shopify"
X Link 2026-02-07T02:42Z 138.5K followers, 14.2K engagements

"Market weight of capital light businesses has collapsed in EU (Software Computer Services Business Svcs Media) $MSFT $CRM $NOW It is not just the U.S.A. The recent haemorrhaging in capital light names has occurred almost in a straight line down due to the acceleration of Claude (Anthropic) AI models and their ability to code software with minimum curation and oversight. The drop as a % of EU market cap has been from 11% to 7% of the entire index since [----]. At the same time financials and commodities producers have rallied from 21% to 31% of the index. Given the rotation the overall index"
X Link 2026-02-07T13:14Z 138K followers, [----] engagements

"Anthropic CPO Mike Krieger says that Claude is now effectively writing itself $msft $nvda Engineers regularly ship 23000-line pull requests generated entirely by Claude Dario predicted a year ago that 90% of code would be written by AI and people thought it was crazy today it's effectively 100pct Via @slow_developer"
X Link 2026-02-07T13:23Z 137.9K followers, 17.3K engagements

"Private equity firms hit hard $bx $apo $kkr $ares $tpg 🌎 Private Markets Push for Worlds Wealthy Runs Into AI Meltdown - Bloomberg https://t.co/dUX3FyoY2g https://t.co/pFagzXklha 🌎 Private Markets Push for Worlds Wealthy Runs Into AI Meltdown - Bloomberg https://t.co/dUX3FyoY2g https://t.co/pFagzXklha"
X Link 2026-02-07T16:07Z 138.5K followers, [----] engagements

"The problem is that they are now spending more than half of cash flows on capex $amzn $goog $msft The combined revenues of the Big [--] US tech companies hit a record $1.86 trillion over last [--] months: Amazon $AMZN: $717 billion Apple $AAPL: $436 billion Google $GOOGL: $403 billion Microsoft $MSFT: $305 billion That's larger than the GDP of all but [--] countries. https://t.co/yRUlJxwAZy The combined revenues of the Big [--] US tech companies hit a record $1.86 trillion over last [--] months: Amazon $AMZN: $717 billion Apple $AAPL: $436 billion Google $GOOGL: $403 billion Microsoft $MSFT: $305 billion"
X Link 2026-02-07T16:11Z 138.5K followers, [----] engagements

"AI is going to increase disruption in ways we cant even predict. Chris Hohn"
X Link 2026-02-07T16:25Z 137.9K followers, 12.3K engagements

"Trump Backs Nexstar $NXST - Tegna Deal $TGNA Good deals like Nexstar-Tegna merger will create more competition President Donald Trump says on Truth Social. GET THAT DEAL DONE he says saying such deals will help fight fake news We bought TGNA in February in our educational discord timestamped on the $22 cash offer from last year after it sold off. ttps://www.specialsitsresearch.com/plans-pricing https://twitter.com/i/web/status/2020202842062213153 https://twitter.com/i/web/status/2020202842062213153"
X Link 2026-02-07T18:27Z 138.1K followers, [----] engagements

"Agree but services companies have different terminal values and multiples than high growth monopolies SaaS stocks getting hammered on fears AI will let companies build their own tools. Same thesis behind Microsoft's $357B drop last week. But here's what the bear case misses: most companies don't want to become software companies even if AI makes it easy. They'll keep paying - SaaS stocks getting hammered on fears AI will let companies build their own tools. Same thesis behind Microsoft's $357B drop last week. But here's what the bear case misses: most companies don't want to become software"
X Link 2026-02-07T19:14Z 137.9K followers, [----] engagements

"@daniel_morpost He has gotten a bit better"
X Link 2026-02-07T19:17Z 137.8K followers, [---] engagements

"We added $NVO long and shorted $HIMS on Friday as a pair trade"
X Link 2026-02-07T20:12Z 137.9K followers, [----] engagements

"The truflation inflation metric continues to fall for CPI BREAKING: Truflation US CPI inflation fell from 0.99% to 0.86% today driven mainly by Rented Dwellings. More cooling on the horizon. https://t.co/uDjMVJQHRt BREAKING: Truflation US CPI inflation fell from 0.99% to 0.86% today driven mainly by Rented Dwellings. More cooling on the horizon. https://t.co/uDjMVJQHRt"
X Link 2026-02-07T20:51Z 137.9K followers, [----] engagements

"We also like antivirus and security companies which are better positioned in this new AI world Vertical software has fallen 43% this year. DevTools just 21%. The gap between them twenty-two percentage points tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6 Vertical software has fallen 43% this year. DevTools just 21%. The gap between them twenty-two percentage points tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6"
X Link 2026-02-07T20:52Z 137.9K followers, [----] engagements

"@piked_u We are having a call on this on Sunday"
X Link 2026-02-07T20:56Z 137.9K followers, [--] engagements

"Software job postings no one is talking about this https://t.co/jIaZMQp8gX no one is talking about this https://t.co/jIaZMQp8gX"
X Link 2026-02-07T21:01Z 138K followers, 26.1K engagements

"@trader2179 Its time stamped in our discord Friday afternoon"
X Link 2026-02-07T21:01Z 137.9K followers, [--] engagements

"Why does Trump care about the DOW Who is advising his writer about these tweets"
X Link 2026-02-07T21:03Z 137.9K followers, 10.3K engagements

"Yes of course $amzn But after this capex overspend Chart of the Day: Will these lines cross again https://t.co/2JgpLabCsM Chart of the Day: Will these lines cross again https://t.co/2JgpLabCsM"
X Link 2026-02-07T21:04Z 138.5K followers, [----] engagements

"Rents are falling"
X Link 2026-02-07T21:16Z 137.9K followers, 13.1K engagements

"@yieldsearcher @JPXiiilxxv I think he is picking it only because tech underperformed"
X Link 2026-02-07T21:30Z 137.9K followers, [---] engagements

"AI needs to continue to scale and disparage other industries to be able to justify revenue growth in verticals But Claude is the most useful AI company in my opinion at the moment Followed by Gemini and Perplexity Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API. Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API"
X Link 2026-02-07T21:58Z 137.9K followers, [----] engagements

"Big week this week CPI on 2/13"
X Link 2026-02-07T23:26Z 137.9K followers, [----] engagements

"Googles first office $GOOG"
X Link 2026-02-08T00:44Z 138.5K followers, 10.2K engagements

"$amzn UBS calling +38% [----] growth for $AMZN AWS https://t.co/E0PEwQmqJu UBS calling +38% [----] growth for $AMZN AWS https://t.co/E0PEwQmqJu"
X Link 2026-02-08T01:03Z 138.5K followers, 17.2K engagements

"Truflation continues to fall"
X Link 2026-02-08T14:51Z 138.5K followers, 19.8K engagements

"US Hedge Funds Shorted Single Stocks At The Fastest Pace Since The [----] Crisis Shorting Exceeded The April [----] Market Crash And Any Week Of The [----] Bear Market"
X Link 2026-02-08T14:52Z 138.1K followers, 14.2K engagements

"The delinquency rate on U.S. office Commercial Mortgage-Backed Securities (CMBS) surged by [---] basis points in January hitting a record high of 12.3%"
X Link 2026-02-08T17:34Z 138K followers, [----] engagements

"When fathers return to their families after the Super Bowl and football season is over"
X Link 2026-02-08T18:01Z 138K followers, [----] engagements

"Silicon Valley was years ahead of its time $nvda"
X Link 2026-02-08T18:04Z 138.5K followers, 12.3K engagements

"Jensen clarifying OpenAI investment $nvda"
X Link 2026-02-08T19:19Z 138K followers, [----] engagements

"$HBM is one of the cheapest ways to play the longer term copper bull market as companies like $FCX and $SCCO are already pricing in copper $13k/ton. This model is available for free for web subscribers. https://www.specialsitsresearch.com/product-page/hudbay-minerals-copper-hbm-jan-2026-valuation-model-and-risk-framework https://www.specialsitsresearch.com/product-page/hudbay-minerals-copper-hbm-jan-2026-valuation-model-and-risk-framework"
X Link 2026-02-08T20:00Z 138.5K followers, [----] engagements

"$XYZ Block Inc. co-founded by Jack Dorsey is warning up to [----] employeesabout 10% of its roughly [-----] staffthat positions could be cut through late February. This follows repeated reductions dropping headcount from [-----] in [----] amid pushes for efficiency in payments growth and fintech competition. Investors cheered the news with shares up 5% Monday while others worry about morale after years of layoffs; quarterly earnings on February [--] will reveal more on cost controls. https://twitter.com/i/web/status/2020620505070387593 https://twitter.com/i/web/status/2020620505070387593"
X Link 2026-02-08T22:07Z 138.5K followers, [----] engagements

"Social Media Sentiment near [--] year lows after aggressive hedge fund selling last week"
X Link 2026-02-08T22:08Z 138K followers, [----] engagements

"Chinese officials have urged banks to limit purchases of US government bonds and instructed those with high exposure to pare down their positions sources say (BBG)"
X Link 2026-02-09T09:23Z 138K followers, [----] engagements

"Workday $WDAY Announces CEO Transition as Co-Founder Aneel Bhusri Returns to Lead the Company's Next Chapter SaaS CEOs getting kicked out"
X Link 2026-02-09T13:59Z 138.5K followers, [----] engagements

"$GOOG ALPHABET SEEKING TO RAISE ABOUT $15 BILLION FROM US BOND SALE"
X Link 2026-02-09T14:06Z 138.5K followers, [----] engagements

"New OpenAI model coming out this week $NVDA $META $MSFT $GOOG $AMD CHATGPT EXCEEDING 10% MONTHLY GROWTH: CNBC OPENAI PREPARING TO LAUNCH UPDATED CHAT MODEL THIS WEEK: CNBC"
X Link 2026-02-09T14:08Z 138.1K followers, [----] engagements

"$KD CFO quits SEC request from division of enforcement"
X Link 2026-02-09T16:32Z 138.5K followers, 10.9K engagements

"Truflation CPI continues to trend lower even though headline CPI will probably be 2.5% this week In [--] months inflation could be much lower"
X Link 2026-02-09T17:38Z 138K followers, [----] engagements

"$GOOG bond overing is 10x oversubscribed with $100 billion of orders"
X Link 2026-02-09T18:02Z 138.5K followers, [----] engagements

"Ghislaine Maxwell pleaded the Fifth Amendment to Congress today her hearing is now over"
X Link 2026-02-09T18:09Z 138K followers, [----] engagements

"Ghislaine Maxwells lawyer said she would fully testify and could exonerate President Trump if granted a pardon. Maxwell invoked her Fifth Amendment rights during a House deposition and is serving a 20-year sentence for sex trafficking"
X Link 2026-02-09T18:42Z 138K followers, [----] engagements

"AI Capex $MSFT $META $GOOG $ORCL $AMZN"
X Link 2026-02-09T18:58Z 138K followers, [----] engagements

"YCombinator guide to Vibe Coding $NVDA $GOOG $MSFT $AMD $META"
X Link 2026-02-09T19:37Z 138.5K followers, [----] engagements

"Jensen Huang CEO of $NVDA recently shared his perspective on the smartest person hes ever met during an appearance on the A Bit Personal Podcast. When pressed on the question he notably declined to name anyone specific instead challenging the very notion of traditional intelligence. Huang pointed out that people often equate smartness with technical skills like coding or solving complex problems but he argued these abilities are becoming commoditized as AI rapidly surpasses humans in such tasks. He emphasized that the definition of intelligence is evolving in an AI-dominated era shifting"
X Link 2026-02-09T19:49Z 138.2K followers, 10.9K engagements

"Sad that Claude is going to ruin the Excel World Championship before I have a chance to win $nvda $msft"
X Link 2026-02-09T19:52Z 138.1K followers, 10.2K engagements

"US RENTS FALL 1.4% YoY FOR 32ND STRAIGHT MONTH; RENTING CHEAPER THAN MORTGAGES ACROSS ALL TOP [--] METROS"
X Link 2026-02-09T20:23Z 138.5K followers, 46.7K engagements

"$RIG Transocean Ltd. agreed to acquire $VAL Valaris Ltd. in an all-stock deal valued at $5.8 billion. The deal will create the worlds largest offshore rig contractor by market value with a fleet of [--] offshore rigs. Valaris investors will receive [----] shares of Transocean stock for each share they own a roughly 32% premium based on the Feb. [--] closing price. https://twitter.com/i/web/status/2020963216684191843 https://twitter.com/i/web/status/2020963216684191843"
X Link 2026-02-09T20:49Z 138.5K followers, [----] engagements

"$amzn Super Bowl ad really hit home"
X Link 2026-02-09T22:38Z 138.1K followers, 10.4K engagements

"Sad state of affairs in the USA"
X Link 2026-02-09T22:41Z 138.1K followers, 14.8K engagements

"Someone please translate this using Claude for me"
X Link 2026-02-10T00:07Z 138.2K followers, 11K engagements

"United States Representative Tim Burchett says aliens could be stationed in five or six underwater bases off the U.S. coast"
X Link 2026-02-10T02:29Z 138.1K followers, [----] engagements

"Almost every single company here is spending more than it earns $meta $msft $goog $amzn $orcl"
X Link 2026-02-10T02:40Z 138.1K followers, [----] engagements

"Baker McKenzie just laid off [---] staff just under 10% because of Al. Target $TGT also starting layoffs"
X Link 2026-02-10T02:49Z 138.5K followers, [----] engagements

"@operationdanish He is referring to Powell i believe"
X Link 2026-02-10T02:50Z 138.1K followers, [----] engagements

"Hardware vs software $nvda $crm $msft The Rotation https://t.co/XzrXj0SNE9 The Rotation https://t.co/XzrXj0SNE9"
X Link 2026-02-10T03:34Z 138.2K followers, [----] engagements

"Stablecoins https://x.com/IMFNews/status/2021048102107611569s=20 Stablecoins have the potential to reshape cross-border payments and capital flows. They offer opportunities but also bring new risksfinancial integrity regulatory oversight consumer protection capital flow management monetary sovereignty and more. Learn more: https://t.co/AysA8nVd6K https://x.com/IMFNews/status/2021048102107611569s=20 Stablecoins have the potential to reshape cross-border payments and capital flows. They offer opportunities but also bring new risksfinancial integrity regulatory oversight consumer protection"
X Link 2026-02-10T08:44Z 138.1K followers, [----] engagements

"@brian_armstrong Then pass the clarity act.stop dilly dallying"
X Link 2026-02-10T09:00Z 138.1K followers, [---] engagements

"$BP reported full-year [----] underlying profits of $7.5 billion down 16% from prior year due to lower oil and gas prices prompting suspension of its $750 million quarterly buyback program. Excess cash will now reduce debt and fund upstream investments including an [--] billion-barrel discovery in Brazil's Bumerangue field. The company cut [----] capital spending guidance raised cost savings targets to $5.5-$6.5 billion by [----] and committed to at least 4% annual dividend growth while shares fell over 4% on the news. https://twitter.com/i/web/status/2021163767455768875"
X Link 2026-02-10T10:06Z 138.5K followers, [----] engagements

"Copper stockpiling in USA $HBM $SCCO $FCX https://x.com/TheStalwart/status/2021174009287630880s=20 Great read on the copper stockpiling that's occurred in the United States https://t.co/PAGBWo8dyJ https://t.co/wmHNddqIT8 https://x.com/TheStalwart/status/2021174009287630880s=20 Great read on the copper stockpiling that's occurred in the United States https://t.co/PAGBWo8dyJ https://t.co/wmHNddqIT8"
X Link 2026-02-10T11:15Z 138.5K followers, [----] engagements

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