@SullyCNBC Avatar @SullyCNBC Brian Sullivan

Brian Sullivan posts on X about ai, money, in the, ceo 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 33.33% stocks 18.02% technology brands 12.61% countries 12.61% automotive brands 7.21% cryptocurrencies 2.7% celebrities 1.8% luxury brands 1.8% social networks 0.9% financial services 0.9%

Social topic influence ai 9.01%, money 8.11%, in the 8.11%, ceo #3976, gas 6.31%, open ai 5.41%, stocks 5.41%, if you 4.5%, more than 4.5%, the world 4.5%

Top accounts mentioned or mentioned by @powerlunch @dougkass @grok @cnbc @sulltycnbc @theringax @htee02736181 @cbotheeggman @mftruth413 @orwell1984us @squawkcnbc @inspiredtaste @cl_oker @icheegoooo1791 @lmnop99999 @elonmusk @wsj @cnbcpro @mobfathertv @petemoss2009

Top assets mentioned Tesla, Inc. (TSLA) Metadium (META) Strategy (MSTR) USA Rare Earth, Inc. Class A Common Stock (USAR) Bitcoin (BTC) Walmart, Inc. (WMT) Warner Bros Discovery, Inc. (WBD) Charles Schwab Corporation (SCHW) Raymond James Financial, Inc. (RJF)

Top Social Posts

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

"We spend so much time talking about how to pay for healthcare Maybe we need to ask more questions about why health care is so expensive to begin with. Thoughts"
X Link 2026-01-29T12:23Z 198K followers, 108.5K engagements

"Did politics almost kill Detroit Between Ford GM and now Stellantis (RAM Dodge) . Detroit has wiped out about $50 billion dollars in EV related write-downs. Taken a lot of guff the last few years about being critical of customer demand for EVs. But I had to ignore the politics and instead listen to dealers customers and even my own experience with the cars. Detroit went one day and customers went another. "New Coke moment" for the automakers. The upside is that like with Coca-Cola they realized it wasn't working and have made hard and fast U-turns back to what the customer wants. It looks"
X Link 2026-02-06T14:44Z 198K followers, 47.4K engagements

"The Fed and federal government made two huge policy moves that we are still paying for today (maybe literally with higher prices) One - the Fed kept borrowing costs way too low into [----] when huge parts of the economy was surging and Fed acted as if entire economy was still on lockdown and Two - the [----] tranche of PPP loans. SOOOO much fraud or unnecessary grants. [----] was critical to many businesses. '21 was a ton of fraud graft and outright theft. Both policies spiked inflation and - based on many conversations I had in Erie Grand Rapids Kenosha and more - probably helped swing the"
X Link 2026-02-12T13:56Z 198K followers, 38.4K engagements

"The commentary coming out of Max and Lewis about the new F1 cars is . not good. Fans want the peak of motorsports . not semi-slot cars. Too much to lose now with all the new fans the last few years. My guess is that with US ownership of F1 if the on-track product suffers they'll fix it quicker than a pit stop"
X Link 2026-02-12T21:42Z 198K followers, 41K engagements

"Will AI ultimately replace your job Yes No Not sure Yes No Not sure"
X Link 2026-02-13T14:20Z 198K followers, 12.6K engagements

"That $50 billion number getting more attention. The previous political push by DC on Detroit over what to build is costing a lot of money . and hopefully not a lot of jobs. Almost worth a book on who really forced this shift . even as customers pushed back. Did politics almost kill Detroit Between Ford GM and now Stellantis (RAM Dodge) . Detroit has wiped out about $50 billion dollars in EV related write-downs. Taken a lot of guff the last few years about being critical of customer demand for EVs. But I had to ignore the https://t.co/Gq6qQM4S6A Did politics almost kill Detroit Between Ford GM"
X Link 2026-02-13T17:43Z 198K followers, 40.2K engagements

"9 months to fix Americas largest ever sewage break Folks - this is roughly equivalent in size to [--] or [--] massive oil supertankers dumping their load in say the Chesapeake Bay. Not sure why not a larger story. It will take another nine months for DC Water to fix the sewer pipe near I-495 and Clara Barton Parkway that collapsed on January [--] and sent nearly [---] million gallons of raw sewage into the Potomac River. https://t.co/MrY3XKVdIl It will take another nine months for DC Water to fix the sewer pipe near I-495 and Clara Barton Parkway that collapsed on January [--] and sent nearly [---] million"
X Link 2026-02-14T17:25Z 198K followers, 730.9K engagements

"Outside of tariffs - which are expensive and inflationary - can we also have a discussion about why cars & trucks that cost $50k a decade ago now cost $80k+ There are now $125000 SUVs Im going to drive my current cars forever"
X Link 2025-03-27T16:21Z 198K followers, 86.3K engagements

"Double stacking the planes now. Were taking off but later flights going to be hurting worse. Once airports close this thing ends. We dont all fly private like many in Congress"
X Link 2025-11-09T14:45Z 198K followers, 1.4M engagements

"For me that was maybe the most important and insightful interview about markets and crypto this year @fundstrat laying out why some software woes (I hate the term 'glitch') may be causing some of this selling in #bitcoin and #crypto Also said nearing potential bottom in $BTC and $MSTR"
X Link 2025-11-20T19:21Z 197.8K followers, 274.5K engagements

"Markets better hope that OpenAI doesn't stumble. Hard stop. Reuters story on AI (another reality check) titled: "AI promised a revolution. Companies are still waiting" Lots of great anecdotal stories in here on GenAI implementation. Below is one of my favorites. Come on.a 100-page document of rules should be cut and dried. but it Reuters story on AI (another reality check) titled: "AI promised a revolution. Companies are still waiting" Lots of great anecdotal stories in here on GenAI implementation. Below is one of my favorites. Come on.a 100-page document of rules should be cut and dried."
X Link 2025-12-18T14:43Z 197.9K followers, 97.5K engagements

"Preseason [--]. In the Big [--]. Experts (To be fair I didnt see Indiana coming either)"
X Link 2026-01-20T03:57Z 197.9K followers, 12.4K engagements

"Fed decision in a few mins live on @PowerLunch Then Powell talks. Could the Fed chair announcement come at the same time At this point anything possible . tune in"
X Link 2026-01-28T18:49Z 197.7K followers, [----] engagements

"When you're burning through as much cash as OpenAI the huge influx of capital from an IPO is huge. Tech and big money investors putting have been putting in billions to fund the company . but a public equity stake is a whole new ballgame Another benefit: the books get opened #OpenAI #IPO #showmetheS1 https://twitter.com/i/web/status/2017035922269675964 https://twitter.com/i/web/status/2017035922269675964"
X Link 2026-01-30T00:43Z 197.5K followers, 12.2K engagements

"Approaching a week with NO POWER for tens of thousands of homes in Nashville. It's again below freezing and many homes aren't built for the cold. This is a dangerous situation and - frankly - unacceptable. If you have access to heat/generator take care of your friends and neighbors and anyone who needs it. It's a time to rely on each other as clearly those in power aren't getting the job done. #Nashville #poweroutage"
X Link 2026-01-30T16:21Z 198K followers, 40.5K engagements

"75% of New England's power is still coming from gas oil or nuclear"
X Link 2026-01-30T17:52Z 197.6K followers, [----] engagements

"Extreme cold hypothermia and carbon monoxide have now contributed to the deaths of more than [---] people . with more cold on the way. Heatwaves get more headlines but cold is far more dangerous to most especially the vulnerable trapped inside. https://www.cnbc.com/2026/01/31/winter-storm-threatens-east-coast-regions-not-used-to-heavy-snow.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2026/01/31/winter-storm-threatens-east-coast-regions-not-used-to-heavy-snow.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2026-01-31T14:39Z 198K followers, [----] engagements

"Just sitting here trying to decide if this Moltbook AI bot thing is some brief marketing gimmick or the end of humanity. Hows your Monday"
X Link 2026-02-02T17:50Z 198K followers, 16.3K engagements

"The @SpaceX / @xai merger is about data centers in space. It's fascinating. And the future. Could change #energy forever here on terra firma. Always happy to have a completely off the cutt long-form and anytime anywhere convo about it with @elonmusk Notes and pre-planned questions are so boring. https://twitter.com/i/web/status/2018700205080621085 https://twitter.com/i/web/status/2018700205080621085"
X Link 2026-02-03T14:56Z 197.7K followers, 10.4K engagements

"Smallcap prediction prob too early but Ill stick by it. One of my [----] predictions was that some big solar stocks would take back off. Today a new multi-year high for the $TAN solar ETF. You're welcome https://t.co/8Dr6kOKe4l One of my [----] predictions was that some big solar stocks would take back off. Today a new multi-year high for the $TAN solar ETF. You're welcome https://t.co/8Dr6kOKe4l"
X Link 2026-02-04T14:54Z 197.7K followers, 10.6K engagements

"So we win either way . (but I do think Pats cover) @SullyCNBC Super Bowl Indicator a well-known but spurious (non-causal) correlation popularized in 1978.According to the indicator:An NFC team winning predicts a bull market. An AFC team winning predicts a bear market Seattle used to be AFC. @SullyCNBC Super Bowl Indicator a well-known but spurious (non-causal) correlation popularized in 1978.According to the indicator:An NFC team winning predicts a bull market. An AFC team winning predicts a bear market Seattle used to be AFC"
X Link 2026-02-06T14:20Z 198K followers, [----] engagements

"2021 White House "EV event" that didn't invite America's largest maker of EVs @SullyCNBC No they made horrible EVs all three declined Tesla offer to expand ev charging network many years ago. They instead decided to go with the VW funded network electrify America which was the result of diesel gate and was done on the cheap and destined to fail. It had @SullyCNBC No they made horrible EVs all three declined Tesla offer to expand ev charging network many years ago. They instead decided to go with the VW funded network electrify America which was the result of diesel gate and was done on the"
X Link 2026-02-06T14:58Z 197.6K followers, 18.8K engagements

"Thanks. Wealthy boomers aren't selling stocks overall . they are spending dividends and some gains. The "boomers will sell stocks and crash the market" thesis was the wrongest thesis ever @SullyCNBC Great point Brian just now about Boomer spending. I am focused only on spending gains not capital. The best of all worlds. @SullyCNBC Great point Brian just now about Boomer spending. I am focused only on spending gains not capital. The best of all worlds"
X Link 2026-02-06T19:43Z 198K followers, 19.3K engagements

"People 'shocked' by allegations of widespread and extensive Medicare fraud across America shouldn't be: @CNBC highlighted parts of it over [--] years ago. How Medicare and Medicaid fraud became a $100B problem for the U.S. In less than a decade it's a trillion dollars wasted or sent to crooks instead of those the money is meant to help"
X Link 2026-02-07T13:21Z 197.9K followers, 20.8K engagements

"Yes and I would add to that: health care costs for everyone are going to rise due to waste and fraud. The money has to go somewhere. And it's not just with health care. Last year I met a federal agent and his team who work on spotting fraud on debit and credit card machines. Crooks put fake covers over the boxes to capture user data and then drain the accounts often on the first or second day of the month. Families that most need the money are suddenly broke. And the money often ends up with criminals in eastern Europe. It's billions and billions of dollars per month. @SullyCNBC @CNBC The sad"
X Link 2026-02-07T13:44Z 197.7K followers, 17.3K engagements

"Anyone still ride in limos But yes the trash is outta control. Even the rats are sick of it. @SullyCNBC I'm sure your limo to work everyday can navigate the garbage. https://t.co/trIqPd66MF @SullyCNBC I'm sure your limo to work everyday can navigate the garbage. https://t.co/trIqPd66MF"
X Link 2026-02-07T19:56Z 197.8K followers, 14.9K engagements

"@theRingaX I like yellow cabs and the [--] train but hey"
X Link 2026-02-07T20:32Z 197.6K followers, [---] engagements

"Patriots [--] Seahawks [--] Why not"
X Link 2026-02-08T23:34Z 197.8K followers, 11.5K engagements

"Seahawks kicker needs to win MVP. Hard stop"
X Link 2026-02-09T02:34Z 197.8K followers, [----] engagements

"@Orwell1984US All good I didnt think so either. Wanted to be contrary for contrarys sake. No money on game. Felt like Seahawks v. Rams was actually the "big game""
X Link 2026-02-09T17:59Z 197.7K followers, [--] engagements

"Wanna see some of the hot new Ferrari EV of course you do so we have it in @PowerLunch today . see you in [--] mins amis"
X Link 2026-02-09T18:28Z 197.8K followers, [----] engagements

"Flay slays as the kids would say "Obviously I had no idea there was going to be a bidding war for the company but that worked really well for my stock" says @bflay after Warner Bros. Discovery helped him win the CNBC Stock Draft. $WBD $WMT https://t.co/D6yKbbiRq2 "Obviously I had no idea there was going to be a bidding war for the company but that worked really well for my stock" says @bflay after Warner Bros. Discovery helped him win the CNBC Stock Draft. $WBD $WMT https://t.co/D6yKbbiRq2"
X Link 2026-02-10T00:05Z 197.9K followers, 18.5K engagements

"To be clear . do I think there's any chance Meta moves its entire operations to Florida NO. 0.00% chance. But Meta already has smaller offices around the world - including in Miami - and can easily expand there. Whatever you think of hybrid or remote work it's here to stay for millions of people and where you live is less important that a few years ago. Meta growing in Miami already . Wow. Zuck buying $150m home in Florida. Companies have a tendency to be near the CEO. Even part of the time. Could $META move some peeps to FL Employee base would love the state income tax rate. Gives everyone"
X Link 2026-02-10T14:08Z 198K followers, 25.9K engagements

"We are hitting at top of @PowerLunch . big deal if you're a financial advisor planner or RIA. Tune into @CNBC in [--] mins Today AI comes for the financial advisors. $SCHW $RJF Today AI comes for the financial advisors. $SCHW $RJF"
X Link 2026-02-10T18:52Z 197.9K followers, 12.5K engagements

"This is a bizarre story. [--] day shutdown for El Paso Airport. El Paso Airport - which is the only commercial airport serving about a 4/5 hour drive - is a major hub for the region and the many military families in the area. No advance notice and little info. Weird. What we know will be on @CNBC all day The FAA has issued a NOTAM halting all flight operations at El Paso International Airport (ELP/KELP) for [--] days. The reason given is Temporary flight restrictions for special security reasons. https://t.co/H7NWZ3KnBp The FAA has issued a NOTAM halting all flight operations at El Paso"
X Link 2026-02-11T11:18Z 198K followers, 168.4K engagements

"130000 jobs in Dec. Double expectations. End any chance of a rate cut Analysis now on @CNBC @SquawkCNBC"
X Link 2026-02-11T13:31Z 198K followers, [----] engagements

"Famed investor @BillAckman going longer $META (per @WSJ) more ahead on @PowerLunch soon"
X Link 2026-02-11T18:05Z 198K followers, [----] engagements

"Another headline around OpenAI For markets OpenAI is arguable the most important private company in the world Stay focused"
X Link 2026-02-12T13:04Z 198K followers, [----] engagements

"💯. Wait time for bags easily made up for in faster departures and deplaning. And no scrapes over the last overhead space At this time I would like to reiterate my call to re-regulate the airlines: 🔹Mandatory charge for carry-on bags (which goes toward TSA budget). Airlines can tack-on whatever they want. 🔹No charge for checked bags. Its currently ass-backwards. Thank you for your At this time I would like to reiterate my call to re-regulate the airlines: 🔹Mandatory charge for carry-on bags (which goes toward TSA budget). Airlines can tack-on whatever they want. 🔹No charge for checked"
X Link 2026-02-07T16:31Z 198K followers, 21.2K engagements

"Unreal acceleration. A tiremakers dream. But if you can afford the car you can afford new tires a few times a year. @SullyCNBC @PowerLunch Please don't use "Ferrari" and EV" in the same sentence 😱 @SullyCNBC @PowerLunch Please don't use "Ferrari" and EV" in the same sentence 😱"
X Link 2026-02-09T19:34Z 198K followers, 11.1K engagements

"$GLW (glassworks). In NY's amazing finger lakes region. If you haven't been . go. Just go in the summer. Watkins Glen is a must-do for car racing fans. @SullyCNBC all this cross is beyond fascinating I absolutely love it. A great respite from all the AI talk. I had no idea about Corning @SullyCNBC all this cross is beyond fascinating I absolutely love it. A great respite from all the AI talk. I had no idea about Corning"
X Link 2026-02-12T11:38Z 198K followers, [----] engagements

"Meantime in New England and Boston oil - yes OIL - is a stunning 39% of electricity production. Never ever seen this high. Next day power costs (on the left) are super high as well. [---] miles from one of the largest nat gas fields in the world and burning . oil. Weird. https://twitter.com/i/web/status/2015452939385442619 https://twitter.com/i/web/status/2015452939385442619"
X Link 2026-01-25T15:53Z 198K followers, 142.2K engagements

"Wow. Zuck buying $150m home in Florida. Companies have a tendency to be near the CEO. Even part of the time. Could $META move some peeps to FL Employee base would love the state income tax rate. Gives everyone an immediate raise. https://www.wsj.com/real-estate/luxury-homes/mark-zuckerburg-indian-creek-miami-florida-38f63db4st=E6uDPW https://www.wsj.com/real-estate/luxury-homes/mark-zuckerburg-indian-creek-miami-florida-38f63db4st=E6uDPW"
X Link 2026-02-10T01:05Z 198K followers, 1.4M engagements

"If you missed our convo on @SquawkCNBC yesterday. This was the gist. The Fed and federal government made two huge policy moves that we are still paying for today (maybe literally with higher prices) One - the Fed kept borrowing costs way too low into [----] when huge parts of the economy was surging and Fed acted as if entire economy was still on The Fed and federal government made two huge policy moves that we are still paying for today (maybe literally with higher prices) One - the Fed kept borrowing costs way too low into [----] when huge parts of the economy was surging and Fed acted as if"
X Link 2026-02-13T13:17Z 198K followers, 16.4K engagements

"And a big day for an independent . huge pop in Rivian $RIVN That $50 billion number getting more attention. The previous political push by DC on Detroit over what to build is costing a lot of money . and hopefully not a lot of jobs. Almost worth a book on who really forced this shift . even as customers pushed back. https://t.co/qCgVgVOWh1 That $50 billion number getting more attention. The previous political push by DC on Detroit over what to build is costing a lot of money . and hopefully not a lot of jobs. Almost worth a book on who really forced this shift . even as customers pushed back."
X Link 2026-02-13T17:51Z 198K followers, 12.8K engagements

"The largest sewage spill in American history started nearly a month ago in Washington DC and continues today. It is in the Potomac and flowing downriver. Has been for weeks. The DC water utility says that unusual activity on Jan 19th tipped them off to the break and crews working hard to mitigate and resolve it. We need more on what the activity was but first need to make sure folks are safe from this disaster. Glad some local media like @WTOP on the story. Should be national. The failure in the Potomac Interceptor has been named the largest spill of wastewater in U.S. history."
X Link 2026-02-14T03:53Z 198K followers, 111.3K engagements

"3 weeks into DCs monster sewage spill we still dont know much and officials arent giving a lot of info. This is an oil supertanker like spill of wastewater . in the nations capital. Heres more (of what we know and still dont) https://www.instagram.com/reel/DUsvECEipa7/igsh=YWtmOGUxYTFwN3Bo https://www.instagram.com/reel/DUsvECEipa7/igsh=YWtmOGUxYTFwN3Bo"
X Link 2026-02-14T17:15Z 198K followers, 12.7K engagements

"My gosh. e.coli levels in the river near the sewage spill site are massively over acceptable limits and regulators urge people to prevent pets from drinking any of the water. No one should boat or fish nearby and "avoid unnecessary contact with the water" This is not some backwater. This is in and around Washington D.C. Water runoff now being "diverted" to a canal near a widely used walking trail. Lets all hope it stays really really cold for a long time. Warmer weather will not be a good thing for bacteria infested water. This is a massive story that's getting very little attention. [--] months"
X Link 2026-02-14T21:34Z 198K followers, 214.8K engagements

"Will be seats full of indifferent corporate execs and a couple of billionaires from Brazil or Argentina while the real fans sit home and watch on TV Whos getting rich off this insanity July [--] MetLife Stadium East Rutherford New Jersey Might be the most expensive tickets ever sold in North America. https://t.co/4Avjzz5Pyz July [--] MetLife Stadium East Rutherford New Jersey Might be the most expensive tickets ever sold in North America. https://t.co/4Avjzz5Pyz"
X Link 2025-12-23T16:53Z 197.5K followers, 44.8K engagements

"Venezuelan oil is thick and sludgy. Good for diesel fuel. Otherwise it's a more difficult substitute for 'normal' oil. Think maple syrup v. soda"
X Link 2026-01-04T19:14Z 197.7K followers, 75.9K engagements

"Stanford prof in [----] said Venezuela had [--] billion barrels plus a lot more nat gas. 78b is a lot but its not 300b. It's all underground so we can ask the geologists and dinosaurs. The enormous caveat is that OPEC just publishes the numbers given to them by its members without any independent audit. In late 2000s Chavez tripled the reported reserves without commensurate new exploration seeking increased int'l and domestic prestige. [---] billion is made up. https://t.co/LH4jKbFuNv The enormous caveat is that OPEC just publishes the numbers given to them by its members without any independent"
X Link 2026-01-05T16:12Z 197.3K followers, [----] engagements

"The President's post about data centers and big tech is likely bullish for $CEG $VST $NRG and other power producers with electricity to sell. It implies he's going to push Microsoft Amazon Alphabet and others to pay a lot more for electricity to offset any potential rise on the consumer level. We talked about this a few months ago at the @Edison_Electric conference in Florida and it's gaining steam. Example: you would pay say $0.15/kWh for electricity but data center users would pay $1.00/kWh. Their extra payment ideally helps keep your costs stable. It's not perfect and power costs have been"
X Link 2026-01-13T13:51Z 197.3K followers, 10.9K engagements

"Lost another friend to cancer. Early 50s. Fit. Nonsmoker. So many I know getting aggressive cancer having strokes out-of-the-blue seizures etc. Weird fast moving problems. I know [--] ain't young but is it that old God bless everyone dealing with health issues out there. Always happy to hear YOUR stories. #beatcancer #nomorestrokes https://twitter.com/i/web/status/2011439303096746220 https://twitter.com/i/web/status/2011439303096746220"
X Link 2026-01-14T14:04Z 197.9K followers, 279K engagements

"The world is focused on Greenland Davos and the the big money football game tonight . but don't lose sight of the weather. [--] year solar storm tonight could mess with some stuff (upside: could be awesome northern lights) Possible 30+ year cold for much of America . including [---] wind chill in Chicago and even colder in the plains. Legit cold dangerous weather. Remember: Though it doesn't get much attention many more die of cold than heat so be sure to check on those at risk. An S4 severe solar radiation storm is now in progress - this is the largest solar radiation storm in over [--] years. The"
X Link 2026-01-19T22:03Z 197.9K followers, 49.8K engagements

"Bond market gonna bond market. Despite three rate cuts last year and talk of more this year yields are going in the opposite direction. This should be top of your radar"
X Link 2026-01-20T14:52Z 197.3K followers, 139.8K engagements

"Agree 100%. I think Japan running the global show right now. Greenland/EU tariffs are getting the headlines but my hot take is thats not whats moving the markets. EU tariffs would only be on about [---] billion in American goods which is a tiny number. Its not gonna impact the earnings of alphabet or Nvidia. But higher interest rate rates are a real threat @SullyCNBC Unfortunately the bond market is global.or fortunately.depending on how you see it. @SullyCNBC Unfortunately the bond market is global.or fortunately.depending on how you see it"
X Link 2026-01-20T15:24Z 197.2K followers, 30.2K engagements

"Fun note . I'll soon be launching a big new energy initiative at CNBC. I'm pumped. Important time. More details coming in next few weeks but get ready to get more ENERGY on @CNBC @PowerLunch and on @CNBCPro. From our Editor in Chief @CNBC"
X Link 2026-01-20T17:35Z 197.4K followers, 17.5K engagements

"If OpenAI stumbles . watch out. Money will be lost (as Altman himself has said) Its market risk #1 #2 and #3. Thats my Ted Talk. Carry on. This is not surprising and will not end with OpenAI. All the capital being being spent and lent by the richest companies on earth will not buy enough time-by the very definition of mania. The government will pull out all the stops to save the AI bubble to save the market to This is not surprising and will not end with OpenAI. All the capital being being spent and lent by the richest companies on earth will not buy enough time-by the very definition of"
X Link 2026-01-21T04:13Z 197.3K followers, 35.3K engagements

"Biggest market risk aint Greenland or Trump or whatever. Its a problem with AI and AI related spending. That goes big parts of the market goes. Hope for max success and no hiccups but so many private companies its hard to know. Anyone with any inside intel hit me up Wait what https://t.co/kPYJFYqaYO Wait what https://t.co/kPYJFYqaYO"
X Link 2026-01-23T00:15Z 197.4K followers, 28.2K engagements

"Where New England is getting its electricity right now. Nat Gas and Nukes keep the heating on (along with buying power from Canada . imports) A skosh of power is burning wood and trash"
X Link 2026-01-23T12:12Z 197.4K followers, 16.5K engagements

"My take -- The single biggest market risk is some kind of problem / negative headline / implosion with pure play AI companies (OpenAI Anthropic etc). As I just talked about on @SquawkCNBC a real concern that large language models may not learn as quickly or as accurately as some hope. Add on: searching for new revenues (ads adult content etc) isn't exactly a vote of confidence for the models. Much of AI is priced to perfection and you'd better hope for perfection. That is all. Happy Friday. https://twitter.com/i/web/status/2014679648613843017"
X Link 2026-01-23T12:40Z 197.4K followers, 10.4K engagements

"Boston - thank oil for keeping heat on right now Texas - thank wind and solar for a big chunk of power. Energy flips the script"
X Link 2026-01-24T19:34Z 197.4K followers, 14.6K engagements

"Good news. Texas electrical grid holding up well. Its early but a good start #texas #power #fern"
X Link 2026-01-25T15:19Z 197.4K followers, 11.8K engagements

"Yep Solar and wind putting in some work. What happens when you have a lot of land wind sun and a willingness to make power. Texas is a wind and solar star. @SullyCNBC Meanwhile in Texas one-third is solar and wind right now https://t.co/GUuFqEuvit @SullyCNBC Meanwhile in Texas one-third is solar and wind right now https://t.co/GUuFqEuvit"
X Link 2026-01-25T17:18Z 197.4K followers, 12.2K engagements

"And coal is about 25% of all electricity generation in the midAtlantic and Ohio regions right now. Winter weather brings out strange energy bedfellows. Meantime in New England and Boston oil - yes OIL - is a stunning 39% of electricity production. Never ever seen this high. Next day power costs (on the left) are super high as well. [---] miles from one of the largest nat gas fields in the world and burning . oil. https://t.co/HuMqxmkqMd Meantime in New England and Boston oil - yes OIL - is a stunning 39% of electricity production. Never ever seen this high. Next day power costs (on the left)"
X Link 2026-01-25T17:25Z 197.2K followers, 13.6K engagements

"A piece I wrote for all the @CNBCPro family out there. Energy stocks to watch as major winter storm rips through the U.S"
X Link 2026-01-25T23:22Z 197.3K followers, [----] engagements

"Big interview on big news day. Tune in on @PowerLunch 2pm ET for $USAR CEO Barbara Humpton on #RareEarths critical minerals and the government taking a stake in the company. Good morning from the American west"
X Link 2026-01-26T15:41Z 197.2K followers, [----] engagements

"👇👇.The key now is execution. The Round Top mine/hill has been around a long time but not been productive. Lets see if that changes. $USAR "The government is taking an economic interest in the business not a governance interest" USA Rare Earth CEO Barbara Humpton tells @SullyCNBC after the Commerce Department took an equity stake. https://t.co/g6QXA8lJNm "The government is taking an economic interest in the business not a governance interest" USA Rare Earth CEO Barbara Humpton tells @SullyCNBC after the Commerce Department took an equity stake. https://t.co/g6QXA8lJNm"
X Link 2026-01-26T21:10Z 197.3K followers, 12.2K engagements

"Newark airport aint exactly rocking after midnight"
X Link 2026-01-27T05:12Z 197.4K followers, 10.3K engagements

"For energy watchers and those concerned about power bills -- Front month (February) #naturalgas contract is way higher than March onward. Current contract (Feb) is getting skewed a bit but things look much better and more manageable for future contracts. This means any spike in nat gas or heating costs should be very short lived. #edge See you on @PowerLunch in [--] ish minutes"
X Link 2026-01-27T18:21Z 197.4K followers, 11K engagements

"Not scheduled to be over freezing for more than a week. Dangerous. Cold far more deadly than heat. Sadly the city already reporting fatalities likely from the weather. Lower cost energy can make the difference in keeping the heat on when it needs to be"
X Link 2026-01-27T20:54Z 197.3K followers, 11.2K engagements

"The family dinner that was $100 [--] years ago is now $150. Auto insurance that was $200 is now $350 Home insurance that was $300 is now $450 How does the Fed fix those It can't. Wages will keep going up but still not fast enough to mitigate price hikes. That's the challenge. https://twitter.com/i/web/status/2016594444720513044 https://twitter.com/i/web/status/2016594444720513044"
X Link 2026-01-28T19:29Z 197.5K followers, 91.8K engagements

"The chance of a massive US strike on Iran is high and rising. Only if Iran makes some kind of big backroom deal on nuclear can a likely strike be called off. Stay vigilant"
X Link 2026-01-29T13:01Z 197.4K followers, 36.9K engagements

"Tonight from the @WSJ. Ive been vocally worried about OpenAI for a while and this doesnt help. Stay vigilant. Markets better hope that OpenAI doesn't stumble. Hard stop. Markets better hope that OpenAI doesn't stumble. Hard stop"
X Link 2026-01-31T04:23Z 197.4K followers, 76K engagements

"Mirroring human behavior. Shut. It. Down. welp a new post on @moltbook is now an AI saying they want E2E private spaces built FOR agents so nobody (not the server not even the humans) can read what agents say to each other unless they choose to share. its over https://t.co/7aFIIwqtuK welp a new post on @moltbook is now an AI saying they want E2E private spaces built FOR agents so nobody (not the server not even the humans) can read what agents say to each other unless they choose to share. its over https://t.co/7aFIIwqtuK"
X Link 2026-01-31T23:48Z 197.5K followers, 39K engagements

"Insane cold here continues. People have died and risk is high. Warming shelters are critical. High energy costs can keep people from using the heat they need to stay warm. Could this be coldest winter in decades"
X Link 2026-02-01T14:39Z 198K followers, 11.4K engagements

"@Snowball_Dev Youre used to it and largely have fireplaces. We dont"
X Link 2026-02-01T14:49Z 197.4K followers, [---] engagements

"Things you dig out of the ground with huge diesel-powered machines in far flung locales are soaring today"
X Link 2026-02-03T14:02Z 197.5K followers, [----] engagements

"Mouthwatering. Need to get back to my former hometown of Encinitas. Thanks for listening to @PowerLunch @SullyCNBC 🤘😀🤘 https://t.co/qf01XK2vbs @SullyCNBC 🤘😀🤘 https://t.co/qf01XK2vbs"
X Link 2026-02-03T19:18Z 197.5K followers, [----] engagements

"Correct. AI is just an energy story in disguise @SullyCNBC Energy IS the economy @SullyCNBC Energy IS the economy"
X Link 2026-02-05T15:31Z 197.5K followers, [----] engagements

"Yes stocks can and do go down"
X Link 2026-02-05T15:58Z 197.5K followers, [----] engagements

"Quanthump @SullyCNBC get out of here with that nonsense Brian i thought quantum stocks would go up 3% a day into infinity @SullyCNBC get out of here with that nonsense Brian i thought quantum stocks would go up 3% a day into infinity"
X Link 2026-02-05T16:26Z 197.5K followers, [----] engagements

"@DavidMavis11 Disagree. If anything Michigan's role as top [--] swing state may keep that industry in $$$ more than one may think"
X Link 2026-02-06T15:03Z 197.5K followers, [---] engagements

"Monster day for stocks and big interviews here on @PowerLunch Talking stocks . energy . electric grid . and Strategy (literally) today at 2pm ET $MSTR"
X Link 2026-02-06T18:17Z 197.5K followers, [----] engagements

"Breaking: Sources tell me at least [--] oil and gas CEOs to attend meeting at White House on Friday. IN PERSON. CEOs include from Exxon Chevron Occidental Devon Enterprise Transfer Phillips66 and former Continental CEO Harold Hamm"
X Link 2020-04-01T18:09Z 198K followers, [----] engagements

"Probably wont make my goal of down 50lbs by age [--] . but close and [--] weeks to go. If I can do it you can do it"
X Link 2021-06-27T20:03Z 198K followers, [----] engagements

"Saw a teenager get snapped at walking through Newark Airport tonight for having his mask under his nose. Literally [--] feet away [--] unmasked adults were crammed at a bar laughing it up over drinks. We do realize the kids know what's going on right"
X Link 2022-02-17T01:22Z 198K followers, [----] engagements

"My gosh . Americans are loading up on credit card debt like never before. Consumer credit outstanding - most on cards - more than doubling. Oh and interest rates are rising"
X Link 2022-05-06T19:28Z 198K followers, [----] engagements

"Banks crushed today . contagion fears ramping . Silicon Valley Bank ($SVB) the catalyst today . Silvergate yesterday. not a good sign"
X Link 2023-03-09T18:08Z 198K followers, 2.4M engagements

"Big win for @elonmusk . Linda is terrific. Congrats. And eager to see how Twitter evolves. TV anyone I am excited to welcome Linda Yaccarino as the new CEO of Twitter @LindaYacc will focus primarily on business operations while I focus on product design & new technology. Looking forward to working with Linda to transform this platform into X the everything app. I am excited to welcome Linda Yaccarino as the new CEO of Twitter @LindaYacc will focus primarily on business operations while I focus on product design & new technology. Looking forward to working with Linda to transform this platform"
X Link 2023-05-12T16:14Z 198K followers, 1.1M engagements

"Car companies are waking up to the fact that most buyers don't want an EV: they want a Tesla"
X Link 2023-07-13T20:19Z 198K followers, 231.1K engagements

"Buddy in Palo Alto spotted a Cybertruck in the wild. Manufacturer tags Tesla clearly messing with (hiding) some final trim details with wheel wells and rear end. He said truck was huge (and he usually drives a Dodge Ram). Thoughts $TSLA"
X Link 2023-07-26T02:09Z 198K followers, 1.5M engagements

"Should the DNC permit at least one primary debate between President Biden & RFK Jr (or any other Democrat candidate meeting certain thresholds . certainly one or more could jump in) Yes No Yes No"
X Link 2023-08-30T23:39Z 198K followers, 3.2M engagements

"Musk just told Disney CEO Bob Iger to go ____ himself. And there you go"
X Link 2023-11-29T22:25Z 198K followers, 458.8K engagements

"Remember no loans are cancelled. The costs are just passed through to others via tougher credit or higher rates to others down the line. But if were going down this road lets wipe off truckers debt. The money they borrowed to buy the trucks that build America. Blue collar hard working folks away from their families for days on end. Honk if you agree"
X Link 2024-02-22T06:07Z 198K followers, 1.8M engagements

"National debt rising by $1 trillion every [---] days. But at least for the insane spending were getting all that low-cost high-quality healthcare .free college . amazing infrastructure and our veterans are well taken care of. Oh. Heres an idea for the next administrationstop spending. https://t.co/z7PIuORG2y Heres an idea for the next administrationstop spending. https://t.co/z7PIuORG2y"
X Link 2024-03-03T20:52Z 198K followers, 496.6K engagements

"You make $100000. You spend $150000 Next year you make $100000. You spend $140000 Congrats You just reduced the deficit DC economics* *printing press not included subject to approval higher taxes may apply"
X Link 2024-03-12T03:41Z 198K followers, 62.5K engagements

"Lots of political noise coming your way soon. A few points for the friends over dinner: Neither political party is good at sound spending. Deficits up under both. And rising. Debt too. Trumps tariff idea will probably increase inflation. Trumps tax cuts actually raised taxes for those who have high deductions. No Biden didnt lower inflation. [----] spending and PPP grants spiked inflation. The Fed countered it with raising borrowing costs. The White House had nothing to do with it. Much of America was fully open and booming in late 2020/early [----]. Inflation isnt down. The pace of price hikes"
X Link 2024-08-31T05:04Z 198K followers, 111.9K engagements

"Lots of angst heading to tomorrow. I have many friends on both teams. Both sides freaking out. When they ask what I think given my extensive travels and coverage across the swing states heres what I tell them: I dont know the outcome but I do know America will endure either way. History tends to get lost on those in the moment but weve been here before. Super close elections (by the way this one may not even make the top 5) hyper partisanship and political risk. Democracy can be ugly at times. Weve nearly broken many times and did break once. Im not naive. Our system isnt perfect but its the"
X Link 2024-11-05T04:03Z 198K followers, 172.1K engagements

"5% mortgages ahead"
X Link 2025-04-03T14:30Z 198K followers, 757.2K engagements

"Outside of the market collapse news my folks celebrated their 55th wedding anniversary today. Long run. Lots of ups and down. But still here. Perspective"
X Link 2025-04-04T21:25Z 198K followers, 40.7K engagements

"Just spoke with a mortgage broker who said we could see 5.5% mortgages soon (7 year ARMs anyway) depending on credit score & amount borrowed. Macro economy (jobs confidence etc) a concern but we are definitely seeing tumbling mortgage rates. 5% mortgages ahead https://t.co/aq9QQ1s6xc 5% mortgages ahead https://t.co/aq9QQ1s6xc"
X Link 2025-04-06T16:23Z 198K followers, 388.7K engagements

"Goldman Sachs notes that the recent [--] month job revisions were the largest outside recessionary times since [----]. Goldman expects more large revisions next month"
X Link 2025-08-03T15:54Z 198K followers, 572.4K engagements

""We have a pro-energy growth administration" - $NVDA CEO Jensen Huang"
X Link 2025-10-28T18:42Z 198K followers, [----] engagements

"Nothing is new 1998"
X Link 2021-06-04T12:14Z 198K followers, [----] engagements

"Good news you may have missed: Lake Mead water levels up [--] feet in just one year . Lake Powell up [--] feet. Mead now above [----] and [----] levels. Not completely out of woods from devastating drought a couple of years ago but Powell now full enough to ease any near term worries about powering the Glen Canyon hydropower dam"
X Link 2024-01-16T16:30Z 198K followers, 143.5K engagements

"The collapse of #walgreens has been unlike anything I've ever seen in big retail. It's down 24% today and has now lost 80% of its value in under [--] years. This is America's largest pharmacy chain . with over [----] stores & more than [------] employees. Simply insane"
X Link 2024-06-27T16:20Z 198K followers, 2.3M engagements

"Which means $650 a night with taxes and resort fees . all for a 4pm check in and 11am check out. Good times"
X Link 2024-12-30T14:57Z 198K followers, 153.8K engagements

"UBS says making the iPhone in America would result in a 23% to 54% increase in cost. So a $900 phone would cost you $1200 (ish). We discuss in both @CNBCTheExchange and @PowerLunch Would a price of $1100 instead of $900 stop you from buying a mobile phone Would a price of $1100 instead of $900 stop you from buying a mobile phone"
X Link 2025-05-23T16:32Z 198K followers, 28.5K engagements

"In [----] the last incandescent light bulb factory in America shut down. It was in my high school hometown of Winchester Virginia. About [---] people lost solid jobs so we could make so called "green" light bulbs in central China. [-----] miles to ship stuff to back to America doesn't seem super green to me "
X Link 2025-07-23T18:44Z 198K followers, 174K engagements

"650am Newark airport. Big shoutout to the @TSA and @FAANews women and men who are grinding it out each day without pay. They deserve a bonus at the end of this. Appreciate them all"
X Link 2025-11-09T12:06Z 198K followers, 68.7K engagements

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