@SuburbanDrone Avatar @SuburbanDrone Mac10

Mac10 posts on X about ai, silver, stocks, in the 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 finance #5182 stocks 22.33% technology brands 16.5% exchanges #553 countries 4.85% cryptocurrencies 4.85% automotive brands 0.97% celebrities 0.97% financial services 0.97% currencies 0.97%

Social topic influence ai #3522, silver #642, stocks #1076, in the 9.71%, wall street #224, gold 6.8%, nasdaq #66, inflation #134, $googl 4.85%, investment 4.85%

Top accounts mentioned or mentioned by @emolumntz @olivia_lovenft @jeremygolant @jaymesswimwear @aliciasonnier @rk8251 @kensimonson @jieselong @hillbuller91 @trending_troc @truthtaz

Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Bitcoin (BTC) Seagate Technology Holdings PLC (STX) Tesla, Inc. (TSLA) HP Inc (HPQ) Amazon.com, Inc. (AMZN) Goldman Sachs (GS)

Top Social Posts

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

"This is the Nasdaq's first failure at the [--] day moving average for the past year. Compare the November low (circled) to now. Tomorrow could seal the fate of bulls"
X Link 2026-02-12T23:25Z 125.2K followers, 10.9K engagements

"One of my predictions that has defied gravity is the continued outperformance of Korean stocks led by the two largest AI memory makers in the world: Samsung and SK Hynix. The leading stock market in [----] is parabolic in 2026: This week we learn that Korean gamblers are massively levered to U.S. stocks and unhedged on currency: "Among foreign stocks held by Korean individual investors 94% were U.S. stocks.Individuals and institutions hold $871.8 billion.If the exchange rate and stock market plunge damage is inevitable." "Koreans investing abroad are snapping up high-risk (triple leveraged)"
X Link 2026-02-14T17:21Z 125.2K followers, [----] engagements

"Here is the problem with Wall Street predictions in a nutshell: they are not predictive. We are told via BofA in this article below that the catalyst to reverse the AI (Semiconductor) rally and everything else implosion - is a CUT in capex: First off note that BofA's market "sell signal" is still in place as the article states. No one should be trying to time a pirouette out of the most hyperbolic sector. Secondly hyperscaler capex has been increasing massively every year since [----] but between [----] and [----] the AI (semiconductor) trade imploded -40% while capex increased 60%. See chart"
X Link 2026-02-15T15:03Z 125.2K followers, [----] engagements

"Tesla deliveries missed already lowered expectations as the EV credit expired in September. Price / Earnings ratio: [---] We're going to need those space data centers. And a lot more crack. #JustSayNo https://www.investors.com/news/tesla-stock-q4-vehicle-deliveries/ https://www.investors.com/news/tesla-stock-q4-vehicle-deliveries/"
X Link 2026-01-02T16:49Z 125.1K followers, [----] engagements

"AI is imploding the whole Tech market due to worse-than-pandemic semiconductor shortages: "Hardware companies from Apple Inc. to HP Inc. are under pressure as their need for expensive memory components becomes an investing risk one that isnt expected to reverse anytime soon." "IDC calls it an unprecedented memory chip shortage which it sees as a crisis for device manufacturers" We now have a K-shaped economy in Tech - which mirrors consumer sentiment. And according to bulls it's just beginning. But fortunately it's about to explode and take all morons down with it."
X Link 2026-01-15T22:40Z 125.1K followers, [----] engagements

"Intel just imploded after hours. "The company provided guidance for first quarter revenue and earnings per share that came in below analysts expectations." Is this the (second) top https://www.cnbc.com/2026/01/22/intel-intc-earnings-report-q4-2025-.html https://www.cnbc.com/2026/01/22/intel-intc-earnings-report-q4-2025-.html https://www.cnbc.com/2026/01/22/intel-intc-earnings-report-q4-2025-.html https://www.cnbc.com/2026/01/22/intel-intc-earnings-report-q4-2025-.html"
X Link 2026-01-22T21:21Z 124.8K followers, [----] engagements

"Tech earnings resume tonight with Seagate which was the third best performing S&P [---] stock of [----] behind only Western Digital and Sandisk - all of which are disk drive companies. Meaning that Seagate will decide the fate of the top performing stocks of the past year. Note that they beat last January and the stock imploded. Bulls are optimistic. https://twitter.com/i/web/status/2016171598252802097 https://twitter.com/i/web/status/2016171598252802097"
X Link 2026-01-27T15:29Z 124.8K followers, [----] engagements

"Seagate is four standard deviations above the [--] day moving average. Move along nothing to see here"
X Link 2026-01-28T17:51Z 124.8K followers, [----] engagements

"SanDisk - the top performing S&P [---] stock in [----] gained 170% in January. What bubble"
X Link 2026-01-30T14:35Z 124.9K followers, [----] engagements

"Gold can lose half of its value and still be on the [--] year trendline. When it pulls back massively that's when I will begin accumulating for the long haul. There is risk of an overshoot to the downside in an extreme deflationary environment. My hypothesis is long-term inflation with near-term deflation. I'm in no rush to buy. There is tremendous speculative leverage to wring out of the market first. https://twitter.com/i/web/status/2017702989708857622 https://twitter.com/i/web/status/2017702989708857622"
X Link 2026-01-31T20:54Z 124.8K followers, 54.9K engagements

"Here is where it gets interesting: Since Kevin Warsh was nominated to lead the Fed we learn that he is dovish on rate cuts but hawkish on Quantitative Easing (QE). Which implies a curve steepener for [----] which is good for cyclicals and bad for Tech/growth stocks. It also means that in the event of a crash Warsh will be reluctant to bailout the stock market as the Fed did in [----] and [----]. "Warsh has repeatedly and loudly blasted his old colleagues over the years for letting the banks assets balloon via so-called quantitative easing prompting speculation in markets that he could move quickly"
X Link 2026-02-02T14:20Z 124.9K followers, 12.1K engagements

"Last week Meta came out with a ludicrous $135b capex plan for [----]. Yesterday Google topped that at $185b. Just now Amazon came out with an existential $200b capex plan. Stock spontaneously exploded in the after hours back to [----] levels: We are dealing with an existential level of stupidity. https://www.cnbc.com/2026/02/05/amazon-amzn-q4-earnings-report-2025.html https://www.cnbc.com/2026/02/05/amazon-amzn-q4-earnings-report-2025.html https://www.cnbc.com/2026/02/05/amazon-amzn-q4-earnings-report-2025.html https://www.cnbc.com/2026/02/05/amazon-amzn-q4-earnings-report-2025.html"
X Link 2026-02-05T21:14Z 124.9K followers, [----] engagements

"Super (Bowl) Crash: https://www.financial-reality.com/post/super-bowl-crash https://www.financial-reality.com/post/super-bowl-crash"
X Link 2026-02-05T23:50Z 124.8K followers, [----] engagements

"The market opened up big on an overnight futures rally. Yesterday's down gap was filled at today's open leaving a big up gap at today's open. Which you can see in the first chart below. Meanwhile two weeks ago during Davos week while Trump was taking over Greenland rising Japanese bond yields imploded global bond markets. The Japan implosion was caused by a snap election called by Japan's spendy PM. That election is Super Bowl Sunday. Early polls indicate she is heading for a landslide which could cause another bond market implosion. The second chart is Japanese stocks:"
X Link 2026-02-06T15:24Z 124.8K followers, [----] engagements

"The Dow just made a new all time high despite Tech imploding. We saw this back in November. And then vol spiked. This time should be much bigger"
X Link 2026-02-06T15:53Z 124.8K followers, [----] engagements

"This is the best week for trucking stocks since October [----]. This is actually the biggest one week gain in [--] years of data. It's just short covering ahead of the collapse. Same as last time"
X Link 2026-02-06T16:17Z 124.9K followers, [----] engagements

"The chart of the week: Global Minsky is hiding. Behind Wall Street's consensus trade: mid-cap cyclicals where money goes to die at the end of the cycle. As silver demonstrated last week. Cyclicals are next and last"
X Link 2026-02-06T17:11Z 124.9K followers, [----] engagements

"Ok that's the week and what another roller coaster week it was. Last week metals had their worst crash since [----]. This week Cryptos got obliterated and Nasdaq momentum stocks had their worst day since the pandemic but the cyclical-heavy Dow just hit [-----]. Wall Street STILL can't figure out why momentum stocks are crashing even though Wall Street is telling their clients to sell momentum stocks and buy cyclicals. These are not bright people mind you. Regardless we saw the same pattern back in November and the Dow made a new high and then imploded along with everything else. This chart shows"
X Link 2026-02-06T21:15Z 124.9K followers, [----] engagements

"At the end of the week ZeroEdge asks "Is it over yet" on behalf of their Crypto collapsed Idiocracy: It hasn't started yet. Your broker will inform you when it's over. https://www.zerohedge.com/markets/it-over-big-bounce-end-bad-week-ahead-super-bowl https://www.zerohedge.com/markets/it-over-big-bounce-end-bad-week-ahead-super-bowl"
X Link 2026-02-06T21:33Z 124.9K followers, [----] engagements

"This is the real news of the week that will be circulating every hedge fund over the weekend: Hartnett came out late this week and reiterated the mid-cap call that I trashed in my latest blog post. But then he said something far more interesting - that mega caps can't be bought because they've impaired their balance sheets AND their stock buybacks: "AI capex spending from the biggest technology stocks is estimated at about $670 billion or 96% of cash flows this year. That compares with just 40% in [----]. No longer the best balance sheets no longer the biggest stock buybacks Deja vu of the"
X Link 2026-02-07T14:59Z 124.9K followers, 30K engagements

"The massive divergence within the Tech sector can be seen from outer space. This will make the [----] bear market seem like a picnic. What bulls are going to learn this week is that they should have learned from last week"
X Link 2026-02-09T16:26Z 124.9K followers, [----] engagements

"Breaking News: The AI Moron Bubble Is Over: https://www.financial-reality.com/post/the-ai-moron-bubble-is-over https://www.financial-reality.com/post/the-ai-moron-bubble-is-over"
X Link 2026-02-09T21:04Z 125K followers, 12.7K engagements

"Remember the MLK long weekend Japan (mini) crash three weeks ago We are heading into that scenario all over again next week with the President's Day long weekend. Tomorrow's jobs report could be the catalyst for dollar implosion. January layoffs were the highest for a start to the year since [----]. The timing of the global crash would be the same as last year: https://twitter.com/i/web/status/2021238950023631257 https://twitter.com/i/web/status/2021238950023631257"
X Link 2026-02-10T15:04Z 124.9K followers, [----] engagements

"If you Google "market crash" you get this chart:"
X Link 2026-02-10T15:07Z 124.9K followers, [----] engagements

"Imagine if Wall Street pumped up a big Tech bubble by extrapolating massive growth rates into the indefinite future. And then at the top they told their largest clients you can't own that bubble anymore because there is no return on investment from these massive investments. It's a colossal waste of money. What would happen We're going to find out. https://twitter.com/i/web/status/2021246696844353549 https://twitter.com/i/web/status/2021246696844353549"
X Link 2026-02-10T15:35Z 124.9K followers, [----] engagements

"I reiterate that this is deja vu of three weeks ago when a backup in Japanese bond yields imploded the global bond market. That was the Global Warning. Landslide Victory Clears Path For Tax Cut: "We must pull Japan out of excessively tight fiscal policy and a lack of investment." #GlobalWarningIgnored https://www.reuters.com/world/asia-pacific/japan-election-landslide-clears-path-takaichi-deliver-tax-cuts-2026-02-09/ https://www.reuters.com/world/asia-pacific/japan-election-landslide-clears-path-takaichi-deliver-tax-cuts-2026-02-09/"
X Link 2026-02-10T21:22Z 125K followers, [----] engagements

"The story today was January jobs growth better than expected. Revised downward job growth for all of [----] worse than expected. This chart shows [--] month job growth for Trump's first year in office was the weakest since [----]. We also see that there was a blip upward at the start of [----] but it didn't last (red arrow). And of course Dow all time high. Note: Pandemic fluctuations were normalized https://fred.stlouisfed.org/series/PAYEMS https://fred.stlouisfed.org/series/PAYEMS"
X Link 2026-02-11T19:18Z 125.1K followers, [----] engagements

"We can view this past year as the second "pandemic" rally sponsored by coordinated global easing in response to the global trade war. Almost exactly the same duration to the week. "Fundamentals" need not apply. #MoneyPrinting"
X Link 2026-02-11T22:24Z 125K followers, [----] engagements

"We can view this past year as the second "pandemic" rally sponsored by coordinated global easing in response to the global trade war. Almost exactly the same duration to the week. Another "fundamental" circle jerk predicated upon cheap money. #MoneyPrinting"
X Link 2026-02-11T22:31Z 125.1K followers, [----] engagements

"I think that for imploding assets the pre-election lows are now critical support. If those are breached then there will be meltdown across the board. Momentum semis will not be a "safe haven""
X Link 2026-02-12T00:42Z 125.1K followers, [----] engagements

""This time is different""
X Link 2026-02-12T14:47Z 125.2K followers, [----] engagements

"According to pundits: Software stocks hit by AI fears Fintech stocks hit by AI fears Video games / PCs hit by AI memory costs Hyperscalers spending TOO MUCH on AI Leaving memory stocks and networkers: "Cisco Stock Falls As Memory Chips Hit Profit Margin Outlook" Because as long as it's not another Tech bubble imploding then there is no need to panic. https://www.investors.com/news/technology/cisco-stock-cisco-earnings-q42025/ https://www.investors.com/news/technology/cisco-stock-cisco-earnings-q42025/"
X Link 2026-02-12T15:02Z 125K followers, [---] engagements

"According to pundits: Software stocks hit by AI fears Fintech stocks hit by AI fears Video games / PCs hit by AI memory costs Hyperscalers spending TOO MUCH on AI Leaving memory stocks and networkers: "Cisco Stock Falls As Memory Chips Hit Profit Margin Outlook" Because as long as it's not another Tech bubble imploding then there is no need to panic. FYI Cisco was the last large cap Tech stock to peak in [----]. https://www.investors.com/news/technology/cisco-stock-cisco-earnings-q42025/ https://www.investors.com/news/technology/cisco-stock-cisco-earnings-q42025/"
X Link 2026-02-12T15:04Z 125.2K followers, [----] engagements

"The whole market is imploding aside from the recession trade but the problem can't be the greatest economy of all time so it has to be AI: "Real estate stocks have become the latest victim of the artificial-intelligence threat." .Those remarks follow Elon Musks comments on a podcast last week in which he said that office towers once filled with workers will one day be replaced with AI." Office towers will be empty because companies will be bankrupt. AI bots don't buy Teslas moron. This collapse is no question a result of Artificial Intelligence just not the kind that can be monetized."
X Link 2026-02-12T18:30Z 125.2K followers, [----] engagements

"Last week markets imploded on Thursday but staged a face ripping rally on Friday. Following yesterday's selloff this morning the Nasdaq has been back and forth red and black at critical support. If bulls lose key support today they are likely going to get obliterated next week"
X Link 2026-02-13T15:42Z 125.2K followers, [----] engagements

"The problem with Wall Street is that they are constantly contradicting themselves now. There is no way all investors can rotate out of a mega cap Tech bubble into small caps and EMs at the same time. The market cap of Tech dwarfs both of those sectors: "Under The Great Rotations the strategists believe the next secular leaders are likely to be EM and small caps.Positioning remains stretched. The BofA Bull & Bear Indicator dipped to [---] from [---] leaving its contrarian sell signal in place" We've seen this movie four times now in the past decade. I call it out of the pan into the fire."
X Link 2026-02-15T15:16Z 125.2K followers, [----] engagements

"This divergence between the Dow Transports and the Cass Freight Index occurred in [----] as well. But not to the same magnitude. The blue dotted line shows where the Tranports rolled over in the direction of the Cass Index"
X Link 2026-02-03T16:09Z 125.2K followers, [----] engagements

"Here is where it gets interesting: According to Barron's there were four non-Tech stocks that drove the Dow to a new all time high: Caterpillar Goldman Sachs Sherwin Williams and Amgen. Those four stocks have a combined market cap of $1 trillion because the DOW is a PRICE weighted index. Meanwhile the mega cap FANG+ index dropped 5% on the week and broke the [---] day moving average. Those [--] stocks have a market cap of $22 trillion. In other words the ONE WEEK loss in the Tech mega caps EQUALS the total market cap of the highest priced Dow stocks. This will very likely be the fastest crash"
X Link 2026-02-07T18:07Z 125.2K followers, 16.8K engagements

"This is headed for what I call "worst case scenario". Which is a U.S. holiday bounded by clusterfuck on both ends. aka. Fastest Dow crash from ATH in history"
X Link 2026-02-12T16:15Z 125.2K followers, 13.6K engagements

"Today Trump rolled back climate change regulations. It's highly plausible that we have achieved Peak Bullshit. We will find out tomorrow morning with the CPI report. Either we will get another end of week short covering rally similar to last week. Or markets will spontaneously explode due to lethal levels of hot air. #PeakOilStocks https://twitter.com/i/web/status/2022056387250196489 https://twitter.com/i/web/status/2022056387250196489"
X Link 2026-02-12T21:13Z 125.2K followers, [----] engagements

"Ok that's the week. Next week we will find out if Dow 50k was a bull trap unconfirmed by every other major index"
X Link 2026-02-13T21:03Z 125.2K followers, [----] engagements

"I have news for every bullish pundit who is now "rotating" their clients out of the Tech AI bubble: In Y2K when the Tech bubble imploded Wall Street rotated their clients out of Tech and the S&P [---] lost -50%. Why Because the S&P [---] was overweight Tech and everyone sold Tech stocks at the same time which crashed the index. What did they think would happen if everyone sold a bubble at the same time FYI the Mag7 ended the week at last support. Have a great weekend everyone"
X Link 2026-02-14T00:57Z 125.2K followers, 86.3K engagements

"Multiple Hindenburg Omens have appeared during the first two weeks of February - both on the NYSE and the Nasdaq. Which indicates a bifurcated market - many new lows and many new highs at the same time. So I combined the NYSE and Nasdaq H.O. signal going back ten years and mapped it against the leading momentum stocks. Using a [--] day moving average:"
X Link 2026-02-15T23:41Z 125.2K followers, 11.8K engagements

"The AI Collapse: https://www.financial-reality.com/post/the-ai-collapse https://www.financial-reality.com/post/the-ai-collapse"
X Link 2026-02-13T20:04Z 125.2K followers, 10.4K engagements

"Lunar New Year begins this week (Tuesday). Let's call the top"
X Link 2026-02-16T00:28Z 125.2K followers, [----] engagements

"Below are the Asian trading hours this week. The U.S. is closed today but any dislocation in the U.S. later this week will be compounded in Asia next week"
X Link 2026-02-16T15:16Z 125.2K followers, [----] engagements

"Here is where it gets interesting: Back in [----] Gamestop peaked at the end of January and then crashed. This year silver peaked at the end of January and then (partially) crashed. In [----] global markets crashed mid-February just a couple of weeks after Gamestop. I view silver to be this bubble's Gamestop - except on a global scale. With heavy risk in Asia"
X Link 2026-02-16T15:32Z 125.2K followers, [----] engagements

"Silver peaked in late January and has made two lower weekly highs since the top: Each time pounding key support"
X Link 2026-02-16T15:35Z 125.2K followers, [----] engagements

"My long term (one decade) prediction is that we are heading for an AI Depression. Which will be followed by monetary hyperinflation. Very few investors will navigate this turn of events from hyper deflation (aka. mass deleveraging) to hyper inflation aka. monetized deficits"
X Link 2026-02-16T19:45Z 125.2K followers, 22.9K engagements

"Earlier today my wife and I just got our monthly electricity bill and it was so high I thought we hadn't paid it in three months. But it was just a one month bill. The cost increase was partly due to the cold weather but mostly due to sky-rocketing electricity rates caused by AI. Imagine the sticker shock taking place all over the country right now. Then separately tonight I was looking at Bitcoin charts and calculating the breakeven mining cost. At which point I realized that AI is ALSO collapsing Crypto due to the high electricity costs. 80% of Bitcoin mining cost is electricity. As we see"
X Link 2026-02-17T01:02Z 125.2K followers, [----] engagements

"10) Dollar crash"
X Link 2026-01-27T21:34Z 124.1K followers, [----] engagements

"Powell is the only high ranking person in the U.S. government who can be trusted. And he will be gone soon. So imagine how much fun it's going to be this time around with Donald Duck running the Fed. This will be a Super Clusterfuck at the apex of incompetence"
X Link 2026-01-27T21:45Z 124.8K followers, [----] engagements

"The $USDJPY decline accelerated today when Trump said he likes a weak dollar. That is his policy - to have a Third World currency. I am paraphrasing somewhat. We have the Third World dictator now we'll have the currency to match: So I now predict that the dollar will crash when Trump replaces Powell. Or sooner. [--]. Dollar Crash"
X Link 2026-01-27T22:01Z 124.5K followers, [----] engagements

"Tonight Microsoft and Meta earnings"
X Link 2026-01-28T14:36Z 124.2K followers, [----] engagements

"Recently I showed that when the Yen started rallying semiconductors rolled over in July [----]. This time semidconductors are going parabolic. Bulls are ignoring Trump-o-Minsky risk. Bulls ARE Trump-o-Minsky risk"
X Link 2026-01-28T14:38Z 124.3K followers, [----] engagements

"Here we see gold is going late stage parabolic. I think it will crash last. Gold VIX is the highest since the pandemic. And yes it did crash in March [----]. It crashed last"
X Link 2026-01-28T17:57Z 124.5K followers, [----] engagements

"Silver made a double top lower high. But the mining stocks are really out of gas. Deja vu of October"
X Link 2026-01-28T21:19Z 124.4K followers, 52.6K engagements

"Scott Bessent is the Larry Kudlow of Trump's second term. Dumb as a brick. Bessent claims that Trump is pursuing a "strong dollar" strategy. Meanwhile the consensus trade on Wall Street is the debasement trade. The dollar collapsed in Trump's first term as well and Emerging Markets soared but then crashed in the first week of February [----]. At that point the consensus debasement trade exploded. Imagine if it happened all over again eight years later. Next week. No one would see it coming. Because they're dumb as a brick. We have a media that doesn't hold our leaders accountable for their"
X Link 2026-01-28T21:57Z 124.2K followers, [----] engagements

"After hours Meta was up big on their announcement of an earnings beat. But later in the after hours they announced an almost doubling in capex from $72b [----] to $135b in [----]. The question on the table - is this another Metaverse moment The point at which Wall Street admits they don't have a clue about technology but they know a bad investment when they see it. https://twitter.com/i/web/status/2016668203783475381 https://twitter.com/i/web/status/2016668203783475381"
X Link 2026-01-29T00:22Z 124.2K followers, [----] engagements

"In addition to the [--] "known" Trump-o-Minsky market risks I am adding Black Swan events that may or may not happen. These two headlines appeared back to back in my news feed tonight:"
X Link 2026-01-29T03:18Z 124.5K followers, [----] engagements

"Add Indonesia crash to the list of widely ignored Black Swan events"
X Link 2026-01-29T14:22Z 124.2K followers, [----] engagements

"The Trump-o-Minsky moment has begun. Silver and gold are crashing. Bitcoin is crashing. Software stocks are crashing led by Microsoft which is at the intersection of OpenAI Ponzi risk and obsolete software risk"
X Link 2026-01-29T16:40Z 124.5K followers, [----] engagements

"As expected Trump is pounding Powell on social media after yesterday's rate hold. Sadly no one can explain to his base that short term rate cuts have caused long term interest rates to rise. All you will get is a blank stare from the president and electorate. Anways mega cap Tech at key support of Apple earnings tonight and Donny Risk this weekend. https://twitter.com/i/web/status/2016918724972871904 https://twitter.com/i/web/status/2016918724972871904"
X Link 2026-01-29T16:57Z 124.5K followers, [----] engagements

"The biggest risk markets face is the fact that Trump doesn't understand economics and no one can explain it to him. So he is going to nominate someone to the Fed who is equally clueless about economics. And then the bond market is going to explode"
X Link 2026-01-29T17:02Z 124.4K followers, [----] engagements

"Only cash (t-bills) are safe right now. Gold is no longer a safe haven. Gold VIX highest since the pandemic. Which means it's about to go a lot higher because in the pandemic gold tagged the [---] dma which is 30% below today's high"
X Link 2026-01-29T17:34Z 124.5K followers, [----] engagements

"I was on a flight when the market closed so I couldn't give any updates. Today the stock market opened up and closed mixed - Dow was green Nasdaq and S&P [---]. So from a pundit's standpoint no big deal - flat open flat close. In between was a total clusterfuck. Case in point metals. Back on Monday silver made a new high and crashed on heavy volume. I predicted the rally was over. So just to prove me wrong and right at the same time - silver gapped to a new high this morning but then exploded on larger volume. This time I won't predict a new high is out of the question but this type of action"
X Link 2026-01-30T00:45Z 124.2K followers, [----] engagements

"Here is the real problem that today's action finally revealed. For most of last year the AI bubble was raising all Tech boats. But since November there is a sharp divergence between the handful of "winners" and the remainder of "losers" in the Tech world. Now Tech is killing Tech. https://twitter.com/i/web/status/2017040685405266033 https://twitter.com/i/web/status/2017040685405266033"
X Link 2026-01-30T01:02Z 124.2K followers, [---] engagements

"Here is the real problem that today's Microsoft explosion finally revealed. For most of last year the AI bubble was raising all Tech boats. But since November there has been a sharp divergence between a handful of parabolic "winners" and the remainder of "losers" in the Tech world. Now Tech is killing Tech. https://twitter.com/i/web/status/2017040988376535518 https://twitter.com/i/web/status/2017040988376535518"
X Link 2026-01-30T01:03Z 124.5K followers, [----] engagements

"I was on a flight when the market closed so I couldn't give any updates. Today the stock market opened up and closed mixed - Dow was green Nasdaq and S&P [---] were down. So from a pundit's standpoint no big deal - flat open flat close. In between was a total clusterfuck. Case in point metals. Back on Monday silver made a new high and crashed on heavy volume. I predicted the rally was over. So just to prove me wrong and right at the same time - silver gapped to a new high this morning but then exploded on larger volume. This time I won't predict a new high is out of the question but this type"
X Link 2026-01-30T01:04Z 124.8K followers, [----] engagements

"The wheels didn't come off the bus during FOMC week at the end of October. But the next two weeks were straight down for momentum Tech stocks"
X Link 2026-01-30T01:09Z 124.5K followers, [----] engagements

"Trump will name his stooge Fed chief Friday morning. Whichever one doesn't understand economics and doesn't mind having Trump's hand up his ass while he's talking. Futures are tanking already. Prepare for the Trump-o-Minsky Moment. https://www.cnbc.com/2026/01/29/trump-says-he-will-announce-a-replacement-for-powell-as-fed-chair-friday-morning.html https://www.cnbc.com/2026/01/29/trump-says-he-will-announce-a-replacement-for-powell-as-fed-chair-friday-morning.html"
X Link 2026-01-30T01:19Z 124.5K followers, [----] engagements

"Gold and silver are now a systemic risk to markets. Recently Asians were panic buying gold ETFs: Re: Chart below: Gold crashed at the U.S. open yesterday but the dip got bought on record ETF volume. It rallied back to breakeven. But then in the overnight gold and silver both just crashed again. Which means that U.S. gamblers are waking up to the Gold ETF below yesterday's low - where it's currently indicated to open. We can assume there are stop losses at the blue line which will accelerate the selloff when they trigger. Which puts the [--] dma in play. And then the above process will repeat"
X Link 2026-01-30T13:13Z 124.5K followers, [----] engagements

"In just two days silver is already at the bear market level and heading much lower. This is what I am warning about with gold only gold is 6x silver in market cap"
X Link 2026-01-30T14:55Z 124.5K followers, [----] engagements

"No surprise Meta is already rolling over from its one day short covering rally. It's not bullish to bet the farm on a technology with no ROI. I showed the Meta chart earlier this week but here is Oracle: OpenAI is planning an IPO for Q4 this year. And my advice is to move it up before the company is bankrupt along with their vendors. https://twitter.com/i/web/status/2017252624471326819 https://twitter.com/i/web/status/2017252624471326819"
X Link 2026-01-30T15:04Z 124.5K followers, [----] engagements

"Silver is already down -30% in two days. There are going to be massive margin calls today and Monday"
X Link 2026-01-30T17:59Z 124.5K followers, [----] engagements

"What a week. Silver just gave back almost an entire month of gains in two days. Today was the biggest daily decline on record. We will find out Sunday night how Asia likes this record gap 'n crap"
X Link 2026-01-30T21:08Z 124.4K followers, [----] engagements

"At the major index level there is no sign of dislocation in the market. However this post-FOMC decline was the worst two days for the IBD [--] (high growth) index since last April's lows. Meanwhile IBD as of Thursday's close was still on a buy signal recommending 80-100% risk exposure (The Big Picture). That's how fast this crash is beginning. Faster than November's post-FOMC decline. https://twitter.com/i/web/status/2017351191185719649 https://twitter.com/i/web/status/2017351191185719649"
X Link 2026-01-30T21:36Z 124.5K followers, [----] engagements

"What a week. Silver just gave back almost an entire month of gains in two days. Today was the biggest daily decline on record. We will find out Sunday night how Asia likes this record gap 'n crap. This is the chart of the week:"
X Link 2026-01-30T21:43Z 124.5K followers, [----] engagements

"Pundits tell stories to accompany each asset bubble by way of selling articles and ad placement. In doing so they extrapolate unprecedented growth rates into the indefinite future. Be that Chinese GDP growth circa [----] or AI investment mania circa [----]. But what drives asset bubbles is the combination of these extrapolated narratives excess monetary liquidity and excess speculation. This week Chinese metal mania took hold at the Shanghai Futures Exchange: "January was already the busiest month on record for the Shanghai Futures Exchange base metals as of last week" It's the combination of the"
X Link 2026-01-31T14:04Z 124.5K followers, [---] engagements

"Pundits tell stories to accompany each asset bubble by way of selling articles and ad placement to infotain the long-only masses. In doing so they extrapolate ludicrous growth rates into the indefinite future. Be that Chinese GDP growth circa [----] or AI investment mania circa [----]. But what drives asset bubbles is the combination of these extrapolated narratives excess monetary liquidity and excess speculation. This week Chinese metal mania took hold at the Shanghai Futures Exchange: "January was already the busiest month on record for the Shanghai Futures Exchange base metals as of last"
X Link 2026-01-31T14:07Z 124.5K followers, [----] engagements

"Economists today talk about a "K-shaped economy" i.e. going up for the wealthy and down for everyone else. This "K-shaped economy" is merely an illusion created by the AI asset bubble. It's entirely due to the fake wealth effect: This article explains thoroughly using the Cass Freight Index: "While the goods economy is still defining for the lives of a majority of Americans in the age of AI and growing inequality those Americans no longer matter as much to the headline growth figure as they once did" Headline (GDP) growth is 5% but the U.S. fiscal deficit is 6%. Which means government"
X Link 2026-01-31T16:50Z 124.6K followers, [----] engagements

"Bitcoins are further collapsing now approaching the April [----]. Why Because deja vu of [----] the inflation trade is over. It was just rich people bidding up commodities which fed back into CPI and justified their buying of commodities. What I call "Ponzi inflation". The good news is that the Fed can lower rates when everything explodes. #IAmTheOptimist https://twitter.com/i/web/status/2017650120964407447 https://twitter.com/i/web/status/2017650120964407447"
X Link 2026-01-31T17:24Z 124.5K followers, [---] engagements

"Bitcoins are further collapsing now approaching the April [----] low. Why Because deja vu of [----] the inflation trade is over. It was just rich people bidding up commodities which fed back into CPI and justified their buying of commodities. What I call "Ponzi inflation". The good news is that the Fed can lower rates when everything explodes. #IAmTheOptimist https://twitter.com/i/web/status/2017650472799162538 https://twitter.com/i/web/status/2017650472799162538"
X Link 2026-01-31T17:25Z 124.8K followers, [----] engagements

"Remember back in late December when BofA issued a sell signal based upon excessive bullishness Well on Friday they just issued a new sell signal. "Investor optimism has reached extreme levels Bank of America strategists say with their Bull & Bear Indicator rising to [---] from 9.2" Given that their consensus inflation trade gave up most of January's gains on Friday I am guessing the sell call in December was more timely. We will soon find out. Speaking of giving up unrealized gains.in the past [--] years whenever gold became this level of overbought it crashed back to the [--] week moving average"
X Link 2026-01-31T18:42Z 124.5K followers, [----] engagements

"As described in this Bloomberg article the sheer magnitude of what took place on Friday in the metals market - particularly silver - was a Black Swan event from a markets perspective. However frenzied positioning made it inevitable. So one has to ask can a Minsky explosion caused by over-leveraging be called a "random unpredictable" event - Or is the term "Black Swan" just Wall Street's plausible deniability clause We had identified about three or four weeks ago that it turned into a momentum trade not a fundamental trade" The article states that SLV volume on Friday was 20x average. And my"
X Link 2026-02-01T17:42Z 124.6K followers, 22.9K engagements

"I have to state for the record that the assertion this metals crash was caused solely by Chinese speculators is TOTAL bull shit. The U.S.-based SLV ETF is the largest silver ETF in the world and it had record volume and call option volume this past week. From the same article claiming Chinese speculators caused the crash: "When there are many outstanding call options it sets the conditions for a squeeze as dealers rush to hedge their positions by buying the underlying asset when prices start moving up contributing to further price moves" Redditors were using the Gamestop "gamma squeeze""
X Link 2026-02-01T18:20Z 124.5K followers, [----] engagements

"I have to state for the record that the assertion this metals crash was caused solely by Chinese speculators is TOTAL bull shit. The U.S.-based SLV ETF is the largest silver ETF in the world and it had record volume and call option volume this past week. From the same article claiming Chinese speculators caused the crash: "When there are many outstanding call options it sets the conditions for a squeeze as dealers rush to hedge their positions by buying the underlying asset when prices start moving up contributing to further price moves" Redditors were using the Gamestop "gamma squeeze""
X Link 2026-02-01T18:36Z 124.5K followers, [----] engagements

"I would not trust this futures-driven algo rally. Here we see the Nasdaq futures. The market tanked Thursday morning then rallied back all day to a lower high. Overnight into Friday gave back those gains and on Friday closed back at the Thursday lows (blue line). Last night those lows broke but now the market is backtesting those lows this morning: https://twitter.com/i/web/status/2018336362546581822 https://twitter.com/i/web/status/2018336362546581822"
X Link 2026-02-02T14:51Z 124.6K followers, [----] engagements

"I was doing research on the Japanese Yen after the big move last week which has subsequently partially retraced. It appears the incumbent Prime Minister is heading for a "landslide" election victory on February 8th. She is openly pro weak Yen. However the BOJ has warned repeatedly of intervention. So no clear sign on policy. In my opinion the move to date in Yen was driven by short covering. However as we see in the chart below the largest moves are caused by Japanese investors selling overseas assets which is a de facto Yen conversion. In this chart we see $USDJPY is 100% correlated to"
X Link 2026-02-02T19:21Z 124.8K followers, [----] engagements

"Google is now larger than Apple in market cap and they report on Wednesday. Gazing into my Magic [--] Ball I predict they will beat on earnings and all analysts will maintain buy ratings on the stock. And the stock will implode. Why Because analyst opinions are worthless to traders. https://twitter.com/i/web/status/2018453933467763074 https://twitter.com/i/web/status/2018453933467763074"
X Link 2026-02-02T22:38Z 124.6K followers, [----] engagements

"Oracle Shares Rise As Company Plans To Go Bankrupt On AI What does "rise" mean anymore. Does anyone know I like Larry Ellison's conviction. It reminds me of Michael Saylor destroying his company (Microstrategy) with Bitcoin. https://www.cnbc.com/2026/02/02/oracle-stock-price-funding-plans.html https://www.cnbc.com/2026/02/02/oracle-stock-price-funding-plans.html"
X Link 2026-02-02T22:43Z 124.6K followers, [---] engagements

"Oracle Shares Rise As Company Plans To Go Bankrupt On AI What does "rise" mean anymore. Does anyone know I like Larry Ellison's conviction. It reminds me of Michael Saylor destroying his company (Microstrategy) with Bitcoin. #AIBankruptcy https://www.cnbc.com/2026/02/02/oracle-stock-price-funding-plans.html https://www.cnbc.com/2026/02/02/oracle-stock-price-funding-plans.html"
X Link 2026-02-02T22:46Z 124.6K followers, [----] engagements

"Brown Swans Flocking: https://www.financial-reality.com/post/brown-swans-flocking https://www.financial-reality.com/post/brown-swans-flocking"
X Link 2026-02-03T01:36Z 124.7K followers, 11.3K engagements

"Bulls semiconductor bellwether AMD beat again after hours. Buy the dip in the after hours market while you are still solvent. We can see the complacency that has grown since Tech first hit the lows of November. Retested in December January and today"
X Link 2026-02-03T22:31Z 124.6K followers, [----] engagements

"Bulls semiconductor bellwether AMD beat again after hours. Buy the dip in the after hours market while you are still solvent. We can see the complacency that has grown since Tech first hit the lows of November. Retested in December and January and today"
X Link 2026-02-03T22:46Z 124.7K followers, [----] engagements

"Today was the biggest single day rally for gold since September [----] Lehman collapse. That was a short covering rally and then gold and everything else imploded lower. As we see in the top pane gold remains overbought despite the biggest decline since [----]. In [----] gold fell well below the [---] day moving average (red line). https://twitter.com/i/web/status/2018833794023969103 https://twitter.com/i/web/status/2018833794023969103"
X Link 2026-02-03T23:47Z 124.7K followers, 10.8K engagements

"Here is where it gets interesting. Years ago Google realized that AI was an existential threat to their core search business. So they began heavily investing in AI and company co-founder Sergey Brin came out of retirement to lead the effort. They became a leader in AI research alongside OpenAI. Microsoft never saw AI as an existential threat so they invested indirectly in AI through OpenAI. At first they were the largest investors but they have been subsequently massively diluted by Sam Altman's vendor-financed Ponzi scheme. Now Microsoft is realizing that they made a huge mistake because AI"
X Link 2026-02-04T13:18Z 124.7K followers, 12.5K engagements

"The market is heading for crash mode"
X Link 2026-02-04T16:43Z 124.7K followers, 10.5K engagements

"That's the close AI bellwether AMD was obliterated today. This was the first double top in AMD since the pandemic bubble ended in Q1 [----]. But this AI bubble can't be ending because financial pundits promised gamblers that it's not. It can't be like the last two times they were wrong. Can it https://twitter.com/i/web/status/2019158836708253841 https://twitter.com/i/web/status/2019158836708253841"
X Link 2026-02-04T21:19Z 124.7K followers, [----] engagements

"Google earnings were so good that the stock is giving up all year to date gains in the pre-market. Deja vu of last year's big beat"
X Link 2026-02-05T13:25Z 124.8K followers, [----] engagements

"Michael Burry is warning of a Bitcoin death spiral. What can happen in a blockchain death spiral is that as the price of Bitcoin goes lower miners begin shutting down because the price falls below the cost of mining. My search indicates the average cost of mining currently at $70k due to high electricity costs. So Bitcoin is already unprofitable for many miners. If it falls too low then the mining network implodes and you can't transact in Bitcoin. You can't sell and there is no liquidity. There is a process to reduce the amount of "work" to mine each coin that resets each two weeks but"
X Link 2026-02-05T15:33Z 124.8K followers, 13.3K engagements

"The New York Times asks is Michael Saylor a fraudster No shit Sherlock. We knew that [--] years ago. Except this time he is just one con man in a sea of con men. That amount of fraud that's about to be revealed will make Enron seem like a minor accounting error. This week when Jensen Huang was asked why AI has no ROI this is what he said: "Let A Thousand Flowers Bloom" "Demanding ROI from AI is like forcing a child to make a business plan for a hobby" That's what I've been saying all along - AI is a child's hobby. https://finance.yahoo.com/news/let-thousand-flowers-bloom-jensen-164926566.html"
X Link 2026-02-05T17:20Z 124.7K followers, [---] engagements

"The last time $USDJPY was at this level - September [----] - we saw the most violent global RISK OFF event since [----]. Lower pane shows what happens when the "TINA" trade implodes overnight"
X Link 2022-09-07T02:19Z 125.2K followers, [---] engagements

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