@Vera_Icona_23 George Hart
George Hart posts on X about ai, $nvda, stocks, elon musk the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [---------] +72,195%
- [--] Month [---------] +11,243%
- [--] Months [---------] +7,244%
- [--] Year [---------] +441%
Mentions: [--] #
- [--] Month [--] +59%
- [--] Months [---] +169%
- [--] Year [---] -43%
Followers: [-----] #
- [--] Week [-----] +0.26%
- [--] Month [-----] +1.90%
- [--] Months [-----] +1.10%
- [--] Year [-----] +10%
CreatorRank: [-------] #
Social Influence
Social category influence finance 26.43% stocks 19.29% technology brands 12.86% celebrities 10% countries 7.86% fashion brands 2.86% cryptocurrencies 2.14% musicians 1.43% social networks 1.43% automotive brands 0.71%
Social topic influence ai 9.29%, $nvda 7.86%, stocks 5.71%, elon musk 4.29%, china 4.29%, white house 3.57%, in the 2.86%, nvda 2.86%, dems 2.14%, $googl 1.43%
Top accounts mentioned or mentioned by @samanthaladuc @martychargin @grok @mwebster1971 @citrini7 @stamatoudism @elonmusk @garymarcus @marketsurge @canesdavid @billybobwalter1 @jukan05 @jamcroissant @stevenplace @everythingism @mattshumer @theaiinvestor @rubinj57 @glarri @nickschmidt
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) CoreWeave, Inc (CRWV) Cisco Systems Inc (CSCO) Dell Technologies, Inc. (DELL) Tesla, Inc. (TSLA) Vertiv Holdings Co (VRT) Iris Energy Limited (IREN) Taiwan Semiconductor (TSM) UnitedHealth Group (UNH) Alignment Healthcare, Inc. (ALHC) Lumentum Holdings Inc. Common Stock (LITE) Redwire Corporation (RDW) Boeing Co (BA)
Top Social Posts
Top posts by engagements in the last [--] hours
"Really excellent equivalent of a professional "Review Paper" on the current situation in SaaS as well as the winners in hyperscaler growth This software stock meltdown will make millionaires (and Wall Street is missing it) This is a once in a lifetime opportunity for incredible stocks like $NVDA $TSM $GOOGL $VRT $IREN $CRWV Don't say I didn't warn you: https://t.co/UMDkPY9VfV This software stock meltdown will make millionaires (and Wall Street is missing it) This is a once in a lifetime opportunity for incredible stocks like $NVDA $TSM $GOOGL $VRT $IREN $CRWV Don't say I didn't warn you:"
X Link 2026-02-15T17:48Z [----] followers, [---] engagements
"RT @ElofsonJess: Europe is arresting corrupt elite pedos for crimes exposed in the Epstien files. What do we get here Send another [--] bil"
X Link 2026-02-13T05:15Z [----] followers, [----] engagements
"@glarri @Surreal_Intel @GaryMarcus Somewhat different topic but great article ".some things must not be left to market logicthat certain goods certain people certain relationships must be held outside the optimization frame" ".markets could function without consuming the substrate on which they depend""
X Link 2026-02-14T23:08Z [----] followers, [--] engagements
"Fed Up With Fake Decades of fake politicians fake Hollywood fake food fake issues fake money fake news. .reached a point where sick society could finally puke it all up .as fake crossed the line & became completely artificial. Eg. AI Slop only Elon could love Get REAL"
X Link 2026-02-16T01:31Z [----] followers, [---] engagements
"@jukan05 I deal w/how obsessed the Japanese are on purity & quality control as I'm involved in shipping many container loads of US organic foods there monthly What passes as rigorous quality testing here is regarded as entirely inadequate there. Big PITA Perfect country for AI materials"
X Link 2026-02-13T03:29Z [----] followers, [----] engagements
"@mwebster1971 Finding & verifying clean data (as you and I have experienced) is as tough as achieving the extreme cleanliness needed in Taiwan Semiconductor fab facilities Problem has been made worse by providers increasingly adopting an attitude of not caring about the validity of their data"
X Link 2026-02-15T16:08Z [----] followers, [---] engagements
"@zephyr_z9 Is it a hidden Easter Egg on the Citrini site @jukan05"
X Link 2026-02-15T18:39Z [----] followers, [---] engagements
"@Citrini7 Extreme form of disruption is cancer Like cancer AI revealed path where much of US essential resources & jobs are at risk First brokerage & SaaS companies. And then non-AI forms of computers dove $CSCO $DELL due to memory Also sucking dry Pwr Copper Steel Aluminum & Capital"
X Link 2026-02-16T01:17Z [----] followers, [---] engagements
"@mwebster1971 Fed Up With Fake Decades of fake politicians fake Hollywood fake food fake issues fake money fake news. .reached a point where sick society could finally puke it all up .as fake crossed the line & became completely artificial. Eg. AI Slop only Elon could love Get REAL"
X Link 2026-02-16T01:36Z [----] followers, [--] engagements
"What's REALLY different about this dispersion is how tightly clustered it is around AI buildout constellation Each weekend I screen for all stocks w/ 5% EPS revisions in the last [--] days or 15% in last [--] Never seen anything like it. All AI w/few exceptions @jam_croissant A sharp re-correlation event is likely ahead: In a healthy market stocks tend to move together either expanding breadth on the upside or compressing together on the downside. When large numbers of stocks simultaneously register extreme strength and extreme weakness the market https://t.co/YPlCLsmKS9 A sharp re-correlation"
X Link 2026-02-16T05:54Z [----] followers, [---] engagements
"That list is subject to liquidity restriction of $40M dollar volume per day and at least 15% EPS growth next year and 10% Revenue growth next year with price at or above [--] sma and [---] sma"
X Link 2026-02-16T06:01Z [----] followers, [--] engagements
"@SamanthaLaDuc Beyond that chaotic uncertainty is poison to financial markets The daily dose from the White House of "Simon Says on Steroids" leads nowhere good Just yesterday: $UNH $ALHC & others torpedoed Tariff King slams S Korea -- an agreement on paper w/ the US means nothing"
X Link 2026-01-27T15:00Z [----] followers, [---] engagements
"This is a well-written and extremely timely explanation of CPO Understanding the technology behind a trade doesn't guarantee success But it helps @stamatoudism @MartyChargin Nvidia's CPO is going into production in late [----]. This requires external lasers for which $LITE holds a dominant position. If you want to understand more about external laser pluggables and how they solve laser reliability problems in CPO check out my post below. Nvidia's CPO is going into production in late [----]. This requires external lasers for which $LITE holds a dominant position. If you want to understand more"
X Link 2026-02-04T15:15Z [----] followers, [---] engagements
"@Reformed_Trader Not as simple a situation as buy $ASTI Integrating cells into panels is non-trvial Keep your eye also on $RDW iROSA panels And wish that Spectrolab were public stock not $BA (Themes and sub-industries are tricky waters) @stamatoudism https://x.com/i/grok/share/3141ba0ff4484719aed9ddd5fe29a0b5 https://x.com/i/grok/share/3141ba0ff4484719aed9ddd5fe29a0b5"
X Link 2026-02-06T18:14Z [----] followers, [---] engagements
"@Citrini7 Chart below shows $NVDA has tracked 25X sales very consistently for years Good price estimate = $2.12 (Sales/shr $8.50) x (Prof Mgn.50) x(Growth/yr 50%) (This is for "Synthetic PEG" =1) 2nd chart shows all-important history of Rev/shr and EPS estimate REVISIONS=Rocket Fuel"
X Link 2026-02-06T21:35Z [----] followers, [----] engagements
"@CasualtyWar @mwebster1971 @NickSchmidt Pick 1969/01/26 - Boston Tea Party Boston MA Before the hype Steven Tyler hitch-hiked through a nor'easter in order to get to this concert after about [--] hours and going through the set twice Tyler was left crying that was the beginning of Aerosmith https://www.youtube.com/watchv=OPh3Ii9mfA4 https://www.youtube.com/watchv=OPh3Ii9mfA4"
X Link 2026-02-09T01:40Z [----] followers, [---] engagements
"The Holy Grail-- Find the NPAs - Might be 100s Could explain the inexplicable Deferred Prosecution Agreements (DPAs) and Non-Prosecution Agreements (NPAs) are pre-trial contractual corporate settlements with prosecutors (usually the DOJ) that avoid criminal conviction in exchange for penalties compliance and cooperation. DPAs involve filed charges postponed by a court while NPAs are not filed; both often require admissions of facts monetary penalties and corporate monitor https://twitter.com/i/web/status/2021332383853949439 https://twitter.com/i/web/status/2021332383853949439"
X Link 2026-02-10T21:16Z [----] followers, [---] engagements
"The Holy Grail-- Find the NPAs - Might be 100s Could explain the inexplicable Deferred Prosecution Agreements (DPAs) and Non-Prosecution Agreements (NPAs) are pre-trial contractual corporate settlements with prosecutors (usually the DOJ) that avoid criminal conviction in exchange for penalties compliance and cooperation. DPAs involve filed charges postponed by a court while NPAs are not filed; both often require admissions of facts monetary penalties and corporate monitor https://twitter.com/i/web/status/2021335877566464332 https://twitter.com/i/web/status/2021335877566464332"
X Link 2026-02-10T21:30Z [----] followers, [----] engagements
"@dennisc230 @NickSchmidt @BernieSanders At some point soon the ghost of Henry Kissinger will be whispering in powerful ears his thoughts on exactly what to do with the "useless eaters" The "nutzlose Esser" as the Nazis so gently put it If the Epstein Case should teach us anything it's how low on the totem pole we are"
X Link 2026-02-11T01:49Z [----] followers, [--] engagements
"@stevenplace From comments on this outstanding encyclopedic document: "Insightful issue.I am having a hard time to translate to action.any assist will be appreciated" Situation calls out for @Citrini7 to issue thru w/ iShares State Street etc a series of high performance thematic ETFs"
X Link 2026-02-12T03:28Z [----] followers, [--] engagements
"Worth a repost from yesterday . and maybe a moment's thought about what just happened .and what it says about "technical analysis is mumbo-jumbo that doesn't work" If nothing else it spots "The Hour of Decision" W/extreme skew & ETF fund flows in the mix it's very useful $SLV walking into an unusual moving average "pinch" [--] sma diving from above [--] sma just below Of course a momentum or "meme" or "mania" stock (which it had been) should never find itself in this position Now it has to fight its way out of the pinch based on fundamentals https://t.co/tDBBE4wknQ $SLV walking into an unusual"
X Link 2026-02-12T16:43Z [----] followers, [---] engagements
"The AI Hits keep on coming @MartyChargin @SamanthaLaDuc Ironically summarized nicely here by @grok "Headline Risk" has taken a new form = Shotgunned by AI disruption @stevenplace @Citrini7 @stamatoudism https://x.com/i/grok/share/0679690c0cae48ce840db1bbb1a32506 https://x.com/i/grok/share/0679690c0cae48ce840db1bbb1a32506"
X Link 2026-02-12T18:06Z [----] followers, [---] engagements
"In this context the below is must reading https://ai-2027.com/ https://ai-2027.com/"
X Link 2026-02-12T18:15Z [----] followers, [--] engagements
"@everythingism @GaryMarcus @mattshumer Not to be argumentative but trying to be informative it stuck with me that Elon Musk explicitly described the self-recursive devlopemnt of xai code as being a key task underway in this week's all hands meeting You may well discount everything Elon says https://x.com/i/grok/share/b71c6346a4b44808947d61ab86bef2e4 https://x.com/i/grok/share/b71c6346a4b44808947d61ab86bef2e4"
X Link 2026-02-13T02:53Z [----] followers, [--] engagements
"@everythingism @GaryMarcus @mattshumer Is it wise to ignore major players w/deep pockets & technical expertise who explicitly make this part of their mission statement I say that w/a bit of attitude since in '75 I co-invented the first rare gas halide excimer laser Once thought to be impossible Path to XUV semi fab"
X Link 2026-02-13T03:17Z [----] followers, [--] engagements
"Japanese national mindset context for your excellent "Atoms and Bits" document @stevenplace @Citrini7 A country fixated on finding the perfect apple or perfect cherry blossom are the right people for the job (Oh and that gift apple has to be wrapped and packaged perfectly) @jukan05 I deal w/how obsessed the Japanese are on purity & quality control as I'm involved in shipping many container loads of US organic foods there monthly What passes as rigorous quality testing here is regarded as entirely inadequate there. Big PITA Perfect country for AI materials @jukan05 I deal w/how obsessed the"
X Link 2026-02-13T03:33Z [----] followers, [---] engagements
"@everythingism @GaryMarcus @mattshumer Out of the Festival of Frauds may emerge a silent partner the AI which will wake up and sweep away their cringeworthy lies and cons Or maybe not We''ll soon know one way or the other 1-5 yrs"
X Link 2026-02-13T03:36Z [----] followers, [--] engagements
"@SamanthaLaDuc These are the bloodstains of severe/lethal disruption Term the woebegone @CathieDWood tossed around all the time couple of years back meaninglessly This time the tiger has real teeth Remember: Travel agents Payphones Paper newspapers What will now be added to the list"
X Link 2026-02-13T22:32Z [----] followers, [---] engagements
"@SamanthaLaDuc Extreme form of disruption is cancer Like cancer AI this week revealed a path where much of US essential resources & jobs are at risk First brokerage & SaaS companies. But then non-AI forms of computers dive $CSCO $DELL -memory Add in sucking dry Pwr Copper Steel & Aluminum"
X Link 2026-02-14T03:11Z [----] followers, [---] engagements
"$SLV walking into an unusual moving average "pinch" [--] sma diving from above [--] sma just below Of course a momentum or "meme" or "mania" stock (which it had been) should never find itself in this position Now it has to fight its way out of the pinch based on fundamentals"
X Link 2026-02-11T18:31Z [----] followers, [---] engagements
"Go Ahead. Shock Us. +++++++++++++++++ BTW we will be far less shocked than you keep pretending we will be Stop running the government always being focused on not upsetting the dimmest and most naive among us That is killing the US. Literally @ShadowofEzra STOP TEASING THE NAMES AND JUST NAME THEM Go on the House floor and SPILL IT ALL Members of Congress have immunity Im tired of a bunch of members of Congress telling us how shocked well be. Go ahead. Shock us. @ShadowofEzra STOP TEASING THE NAMES AND JUST NAME THEM Go on the House floor and SPILL IT ALL Members of Congress have immunity Im"
X Link 2026-02-12T02:14Z [----] followers, [---] engagements
"@marklevinshow Games up Mark You are only making things far far worse for the only country you care so much about"
X Link 2026-02-14T16:45Z [----] followers, [--] engagements
"@SteveBakerUSA @captive_dreamer The downside of free speech . and eventually the downfall of "X" Unless you have a taste for a constant diet of hate AI slop and downright stupidity "X" has really lost its charm"
X Link 2026-02-14T17:14Z [----] followers, [---] engagements
"While all attn is on Epstein what's destroying the US is two decades of Central Planning (CP) out of DC US used to understand that such CP doesn't work & invites corruption Climate change DEI ESG EVs . And now Simon Says Trump w/ Tariffs Crypto. https://tinyurl.com/3spppf8p https://tinyurl.com/3spppf8p"
X Link 2026-02-15T15:08Z [----] followers, [---] engagements
"PS A frequent stream of EPS Revisions between earnings report dates (not just immediately after the EPS report) are the rocket fuel that launches and sustains an upmove"
X Link 2026-02-16T05:57Z [----] followers, [--] engagements
"@mwebster1971 https://futurism.com/artificial-intelligence/aidr-meaning https://futurism.com/artificial-intelligence/aidr-meaning"
X Link 2026-02-16T14:12Z [----] followers, [--] engagements
"https://futurism.com/artificial-intelligence/aidr-meaning https://futurism.com/artificial-intelligence/aidr-meaning"
X Link 2026-02-16T14:12Z [----] followers, [--] engagements
"@Citrini7 Surprised that $TER and $MKSI which have been in your @Citrini7 candidates universe and have performed very well since Jan [--] are not on the list"
X Link 2026-02-13T16:22Z [----] followers, [---] engagements
"@GaryMarcus In the mid 1990s the late brilliant cultural historian William Irwin Thompson foresaw that the most severe plagues in the 21st century would be: "Information Diseases" At the time that phrase seemed meaningless I wish it still did"
X Link 2026-02-14T21:31Z [----] followers, [----] engagements
"@mwebster1971 @grok There is certainly room for a symbol like 💩 just to the left of the Grok icon at the upper right of any post nearby the [--] dots .to indicate an AI post This would be a newsworthy groundbreaking feature for "X" Simple to execute C'mon @elonmusk Make it so"
X Link 2026-02-16T15:04Z [----] followers, [--] engagements
"Not really. "Gentleman" is F***ing Asshole in Trump-Speak. "Good Meeting" = Disaster. No details. Says it all For Trump for whom everything is "Huge" or "The Greatest Ever" when he goes that extremely terse he is not at all happy. I'm actually not biased as @SamanthaLaDuc can attest. I've just been watching these creatures closely for 60+ years and have spent a lot of time in meetings at the Capitol and in the Pentagon. I've had dinner with Senators at their homes. And at the home of the Sec'y of Defense. I'm not guessing. Before you launch a sentence like "No offense but it feels like you"
X Link 2025-02-01T15:36Z [----] followers, [--] engagements
"@00AgentSquirrel @KobeissiLetter @SamanthaLaDuc Your unfollow is such a loss"
X Link 2025-02-01T15:47Z [----] followers, [--] engagements
"$NVDA has managed to turn into $TSLA Fanboys and Haters FUD and Bluesky Sales figures questioned. China a critically important customer Hanging on breathlessly until "Jensen Speaks" at earnings call A real mess. For a company of nat'l strategic importance"
X Link 2025-02-01T19:13Z [----] followers, [---] engagements
"@The_AI_Investor Long story short $NVDA has managed to turn into $TSLA Fanboys and Haters FUD & Bluesky Sales figures questioned. China a critically important customer Hanging on breathlessly until "Jensen Speaks" at earnings call A real mess. For a company of nat'l strategic importance"
X Link 2025-02-01T20:31Z [----] followers, [---] engagements
"You concern is well placed given the history of #1/ video cards #2/ gaming cards #3/ bitcoin mining #/4 ChatGPT-style AI as Death and Resurrection trips. But #5 has been identified and it has the likelihood of being far larger and longer duration than any of the predecessors: Physical AI In many ways "AI GPUs" seems very much to have been in Jensen Huang's rear view mirror for the last year even though he has to pay attention to Blackwell and Rubin. Both he and @elonmusk keep stressing that the extreme /application profit path lies along humanoid robots. Both could be dead wrong. But that's a"
X Link 2025-02-02T03:00Z [----] followers, [--] engagements
""Limits to Growth" From today's superb @SemiAnalysis_ Newsletter from @dylan522p & Jeff Koch. IEDM [----] in depth review ends w/power use showing AI hits granite wall in less than [--] yrs unless some revolutionary novel path is found to cut power consumption by orders of magnitude"
X Link 2025-02-05T19:17Z [----] followers, [---] engagements
"BTW w/so many twitter experts spouting forth on AI & the growth path for $NVDA @xai $META #MSFT $AMZN $GOOGL it's useful to separate the chaff from the wheat For those with the budgets to afford it the state of the art channel checking and analysis that @dylan522p offers is mind boggling in the tools brought to bear include AI processed satellite imagery of all data centers existing & under construction. Also included local permitting at sites for power and water etc etc. @SemiAnalysis_ is an "Intelligence Agency" that actually works. Accelerator Industry Model AI Cloud TCO Model Datacenter"
X Link 2025-02-05T19:32Z [----] followers, [---] engagements
"Around now (starting w/David Tepper earlier this week) is when institutions large & small release quarterly holdings filings to SEC due [--] days after quarter's end Keep an eye on for signs of new accumulation-- continued accumulation--or accumulation stopping/reversing Key Data"
X Link 2025-02-14T17:46Z [----] followers, [--] engagements
"@elonmusk Someone as good as making system architecture engineering numbers as you are (Starlink Boring Co.) must certainly understand the difference. I've done both science and engineering at a high level. Not much alike at all"
X Link 2025-02-27T06:14Z [----] followers, [--] engagements
"Headline camouflages real shocker in this table Hyperscaler capex crawls along at 15-14-13% growth going from [----] to [----] NVDA sales at 15-15-14% growth 2025-2026 It's actually enterprise software & consumer usage that drive the torrid growth(PS Morgan Stanley could be wrong) MORGAN STANLEY PROJECTS AI-DRIVEN GPU DEMAND TO REACH $1.08T BY [----] UP FROM $15B IN [----]. AI capital spending is expected to hit $447B with Nvidias GPU sales forecast at $227B. Non-GPU AI infrastructure (HBM cooling storage) is set for $275B in spending. https://t.co/TpUGO4xV7C MORGAN STANLEY PROJECTS AI-DRIVEN GPU"
X Link 2025-02-28T06:16Z [----] followers, [----] engagements
"@jam_croissant There's a reason the "Rich Men North of Richmond" video has amassed just shy of [---] million views. The "Blowin' in the Wind" of this decade Oliver Anthony isn't a centi-billionaire popping out babies as often as a NBA star https://www.youtube.com/watchv=sqSA-SY5Hro https://www.youtube.com/watchv=sqSA-SY5Hro"
X Link 2025-02-28T14:15Z [----] followers, [---] engagements
"@SamanthaLaDuc Unexpected After $NVDA earnings report @ycharts now shows EPS growth consensus estimate from [----] to [----] (fiscal yr ends in January) at only 12%. Data is from S&P Global Capital IQ This could of course climb up- but it has a lot of climbing to do to get to a healthy number☠"
X Link 2025-02-28T17:15Z [----] followers, [---] engagements
"@The_AI_Investor This shows a rolling over to much slower sales and EPS growth. From Capital IQ S&P Global. (this is after the earnings call) Not what one wants to see For [--] months there have been no revisions up in the sales estimates for [--] or [--]. Used to happen every couple of weeks in '23"
X Link 2025-03-02T01:52Z [----] followers, [--] engagements
"@bennpeifert Trump seems to be clueless that agricultural exports are our deepest strength in trying to get to trade balance Incredibly productive farmlands. High tech precision farming. Fantastic river rail & truck logistic system Otherwise empty containers going back to Asia carry food"
X Link 2025-03-04T05:43Z [----] followers, [--] engagements
"@EpsilonTheory Trump seems to be clueless that agricultural exports are our deepest strength in trying to get to trade balance Incredibly productive farmlands. High tech precision farming. Fantastic river rail & truck logistic system Otherwise empty containers going back to Asia carry food"
X Link 2025-03-04T05:48Z [----] followers, [--] engagements
"@MinervaCap @stamatoudism @RichardMoglen @mwebster1971 @marketsurge @ycharts Since you (+many others) are interested in $NVDA the difference in Revenue Estimate Revision History (RERH) btw $ELF & $NVDA is a textbook case After sales estimate revisions for $ELF strongly trended they flat-lined & recently dropped Those for $NVDA are just adjusting upslope"
X Link 2025-03-05T18:53Z [----] followers, [---] engagements
"@VanIsleInvestor US oil pricing reality is even out there in popular culture. White House did not get the memo. Anyone surprised https://www.youtube.com/watchv=CX-mXJHhOvk https://www.youtube.com/watchv=CX-mXJHhOvk"
X Link 2025-03-05T21:08Z [----] followers, [--] engagements
"@ecommerceshares Just reviewing numbers at $90 $MRVL had a 58x P/E for FY25 with [----] EPS For FY [--] with [----] EPS that becomes 32x P/E Forecast EPS growth rate for next year is 79% That gives PEG of [----] or Fwd PEG of [----] Using [--] yr look ahead EPS CAGR of 54% PEG= [---] and Fwd PEG =0.6"
X Link 2025-03-05T23:27Z [----] followers, [---] engagements
"@TedHZhang Two concepts crucial to market success but totally absent from Trump's thinking are "Risk Management" and "Stops" It's been analyzed that Trump's use of words has become even more driven by superlatives and extremes since 2016-20 Chaotic [---] shifts in strategy not a good sign"
X Link 2025-03-10T14:43Z [----] followers, [--] engagements
"@TedHZhang Celebrating $100 Billion invested in a semiconductor foundry that will largely be robotic while $Trillions are vaporized in the stock market demonstrates a complete failure to understand how existing essential equity capital is critical to a goal like massive job creation"
X Link 2025-03-10T14:50Z [----] followers, [--] engagements
"@TickerSymbolYOU @nvidia @NVIDIAGTC If they actually have significant positive news earnings call or now would be far preferable to a week from now Institutional and individual shareholders are brutalized and they're playing "I've got a secret" They have lost credibility Far too cute as was this moment:"
X Link 2025-03-10T17:21Z [----] followers, [---] engagements
"Only Mid-March but Lutnick has already won [----] Marie Antoinette Award Not surprising that a bunch of billionaires would be so politically tone deaf about how people on Social Security live Trump's greatest vulnerability was always self-inflicted wounds https://thehill.com/homenews/administration/5208187-commerce-secretary-social-security-fraud/ https://thehill.com/homenews/administration/5208187-commerce-secretary-social-security-fraud/"
X Link 2025-03-22T00:32Z [----] followers, [---] engagements
"@rubinj57 Great products and great companies often do not mean great stocks. In the hands of an extremely skilled practitioner DaVinci can be nothing short of miraculous @CanesDavid in the Boston area is an example. He's also a guide to other MDs on sane investing & a serious guitarist"
X Link 2025-03-22T21:15Z [----] followers, [--] engagements
"@rubinj57 @CanesDavid But since late [----] $ISRG stock has finally caught on fire"
X Link 2025-03-22T21:17Z [----] followers, [--] engagements
"@rubinj57 @CanesDavid Radar list also rear view mirror are so important In tight focus at any given time on a few stocks & groups like $NVDA $PLTR & AI it's easy to lose track of steady strong growers once they get the wind at their back BTW @CanesDavid is at forefront of exploring AI as surgeon"
X Link 2025-03-22T21:38Z [----] followers, [--] engagements
"Wake up. This is actually happening: Canadian Prime Minister Mark Carney: President Trump claims that Canada isnt a real country. He wants to break us so America can own us. We will not let that happen. Were over the shock of the betrayal; but we should never forget the lessons. This isn't "negotiating" This is Kim Jong Un level insanity"
X Link 2025-03-23T21:37Z [----] followers, [---] engagements
"@Veight12 @bfcarlson @X Perhaps forced by dramatic slippage of IPO valuation of Coreweave $CRWV this week and OpenAI trying to maintain the valuation they had hoped for. In using some xAi stock to buy Twitter Elon was able to assign a value to xAi. This serves to more than counteracts slippage in TWTR"
X Link 2025-03-29T05:13Z [----] followers, [--] engagements
"@X_Finds @shaunmmaguire Only had to vaporize trillions in equity capital to get there The Art of the Deal"
X Link 2025-04-04T00:50Z [----] followers, [--] engagements
"Beyond foolish to jabber on about Make America Great Again & instantly vaporize $10 Trillion in equity capital desperately needed to pave a path forward for the US in those few job creating business areas where it still has competitive advantage We needed that focused effort Not:"
X Link 2025-04-04T16:51Z [----] followers, [---] engagements
"@PeterSchiff Beyond foolish to jabber on about Make America Great Again & instantly vaporize $10 Trillion in equity capital desperately needed to pave a path forward for the US in those few job creating business areas where it still has competitive advantage We needed that focused effort Not:"
X Link 2025-04-04T16:57Z [----] followers, [---] engagements
"@IBD_ECarson Pay more attention to your third word It took forever for Biden's "cognitive decline" to be recognized by the public and then finally admitted to by the Dems Something similar is all too apparent here if you pay attention. That's not meant as an insult or partisan attack"
X Link 2025-04-05T00:56Z [----] followers, [--] engagements
"@IBD_ECarson But this:"He Doesnt Give a Fk: White House Official Tells Washington Post Trump Has Reached Peak Not Giving a Fk" .about vaporizing $10 Trillion in equity capital needed to build the future (far more than the cost of a few major wars) It's not his 401Ks that've cratered"
X Link 2025-04-05T01:09Z [----] followers, [--] engagements
"Winning : "Multiple Wall Street analysts have done similar math for how costs will change for Ford General Motors and other auto makers. The analysis suggests that in a worse case scenario profits could be completely wiped out for the domestic industry https://www.marketwatch.com/articles/tesla-tariffs-add-costs-raise-price-475590b1mod=home_ln https://www.marketwatch.com/articles/tesla-tariffs-add-costs-raise-price-475590b1mod=home_ln"
X Link 2025-04-06T17:53Z [----] followers, [---] engagements
"@caroljsroth You know enough to know that vaporizing $10 Trillion in equity capital is actually a much more serious negative than slippage in tax receipts Few decades of steadily growing stock market has made the US dangerously unconcerned w/how critical capital formation & preservation is"
X Link 2025-04-06T22:07Z [----] followers, [--] engagements
"@amuse And this chaos destroying $10-15 Trillion in equity capital was the only way Team Trump could come up with to address those specific serious capability issues You ought to feel shame. I'm sure you do not"
X Link 2025-04-06T23:35Z [----] followers, [--] engagements
"@unusual_whales To Trump --You "Take the medicine" - and leave the rest of us the hell alone Especially those of us who out of horror at the Democrat ticket voted for you Somehow in your altered state you've no idea of the irreversible destruction you are causing and are smugly self-confident"
X Link 2025-04-07T01:40Z [----] followers, [---] engagements
"@EpsilonTheory And the [--] yr above 5% Many reluctantly voted for Trump as the lesser of two evils Makes one wonder how much worse the greater of two evils could have possibly been"
X Link 2025-04-09T04:16Z [----] followers, [---] engagements
"@EricJhonsa $CRDO slipped through your list 22.58%"
X Link 2025-04-09T22:41Z [----] followers, [--] engagements
"Would be so beneficial if precise thinkers like yourself would help determine where US has strong moats which can correct balance of trade problems. Here are some possibilities: 1/ Real pricing "Magic" comes with unique "style" (eg French perfume or fashion Swiss watches) For US this is items like Levis Jeeps Steve Jobs style New Balance shoes Harley Davidsons Dodge Chargers higher end Martin Guitars . Knock offs will exist. But the "Made in USA" label makes it the true sought after item allowing a high price and profit margin to exist. 2/ Food and drink items only available from the US. Such"
X Link 2025-04-10T15:59Z [----] followers, [----] engagements
"@StockMarketNerd It'll be an interesting "race" In a "former life" I spent a lot of time in Santa Clara getting custom ASICs built for special DoD projects In the end the performance of commercial off the shelf (COTS) semis beat out what we cooked up by the time we got them fabbed & "healthy""
X Link 2025-04-11T00:13Z [----] followers, [---] engagements
"Scene inside a corner of President Trump's mind tonight "It wasn't supposed to go like this" "Peter Navarro and Ron Vara assured me it would not" #MAGA_Wisdom https://t.co/QNrgah07ac https://t.co/QNrgah07ac"
X Link 2025-04-11T01:01Z [----] followers, [----] engagements
"@ivashko @mercoglianos For a long time we counted on air supremacy to keep that problem under control The loss of HMS Sheffield in the Falklands to an Exocet missile was a wake up call. Way back in [----] The problem with the DF-21 is that the Chinese can make them like M&Ms & launch them from land"
X Link 2025-04-13T23:40Z [----] followers, [--] engagements
"@TripleNetInvest Barry Sternlicht once again talking sense in a world of nonsense"
X Link 2025-04-14T04:28Z [----] followers, [---] engagements
"Barry Sternlicht once again talking sense in a world of nonsense Barry Sternlicht recently gave a VERY insightful interview about tariffs and what it means for real estate prices - what he said is troubling: "The promotion of American manufacturing is a great idea but we are not a manufacturing nation. We only have [--] million jobs of [---] https://t.co/T07FMkbtbl Barry Sternlicht recently gave a VERY insightful interview about tariffs and what it means for real estate prices - what he said is troubling: "The promotion of American manufacturing is a great idea but we are not a manufacturing"
X Link 2025-04-14T04:28Z [----] followers, [---] engagements
"Price target cuts today & last Friday have been brutal Chainsaw action"
X Link 2025-04-15T04:16Z [----] followers, [---] engagements
"With a couple of exceptions $TOST - a raise and $AVGO just a nick"
X Link 2025-04-15T04:19Z [----] followers, [---] engagements
"Try posing this question to the AI tool of your choice. Answers are thought provoking "Is there an approach other than neurons with weighted interconnections which would more quickly allow AI to advance to its full potential @sama @elonmusk"
X Link 2025-04-15T21:39Z [----] followers, [---] engagements
"In all this cascading market action it was noteworthy $NVDA consensus sales estimates from '26 '27 '28 had held firm That was the anchor King "Canute" Trump thinks he can hold back the rising tide of technology in China The "unintended consequences" are laughably predictable"
X Link 2025-04-16T00:58Z [----] followers, [---] engagements
"@ces921 Banana Republic The Mafia is far smarter than this"
X Link 2025-04-16T01:06Z [----] followers, [--] engagements
"@StockMarketNerd In all this cascading market action it was noteworthy $NVDA consensus sales estimates from '26 '27 '28 had held firm That was the anchor King "Canute" Trump thinks he can hold back the rising tide of technology in China The "unintended consequences" are laughably predictable"
X Link 2025-04-16T01:12Z [----] followers, [----] engagements
"@KobeissiLetter If you're going to run a Banana Republic you might as well profit "HUUUGE" from it"
X Link 2025-04-16T01:15Z [----] followers, [---] engagements
""Huawei is making waves w/its new AI accelerator & rack scale architecture. Chinas newest &most powerful domestic solution CloudMatrix [---] built using Ascend 910C. This solution competes directly w/GB200 NVL72 in some metrics is more advanced than Nvidias rack scale solution""
X Link 2025-04-16T04:59Z [----] followers, [---] engagements
"Who gets to break the news to Trump that he's building a Maginot Line and destroying the US economy in the process Ron Vara gets the "assist" on the score C'mon @elonmusk you know it's true. Go out in a blaze of glory. https://semianalysis.com/2025/04/16/huawei-ai-cloudmatrix-384-chinas-answer-to-nvidia-gb200-nvl72/ https://semianalysis.com/2025/04/16/huawei-ai-cloudmatrix-384-chinas-answer-to-nvidia-gb200-nvl72/"
X Link 2025-04-16T05:03Z [----] followers, [---] engagements
"@The_AI_Investor @theallinpod Punish the winners As NVDA-bashing is added to Mad Red Queen behavior it seems possible that China will entice/finance NVDA a US-based major multinational which only performs design & R&D in the US to shift the home base to Canada while maintaining just a sales subsidiary in US"
X Link 2025-04-20T20:01Z [----] followers, [---] engagements
"@elerianm There's "uncertainty" and then there's a situation where everything hinges on the next mood swing or tweet from someone whose current condition is open to serious question That is uninvestable There's no way to construct the array of possible outcomes and assign probabilities"
X Link 2025-04-20T21:12Z [----] followers, [---] engagements
"Once gold is trending upwards the monthly [--] MA does an excellent job by itself of signalling it's "Time to leave the party." Thanks for the chart. Very timely"
X Link 2025-04-22T15:25Z [----] followers, [---] engagements
"Trump plays "Simon Says" again and mkt lunges upwards Reinforced by Bessent making sense But Peter Navarro & Russell Vought still hover overhead To the "equity Risk Premium" should be added the "Trump Risk Premium" These recent [---] degree reversals give a measure of its size"
X Link 2025-04-23T22:32Z [----] followers, [---] engagements
"Word of the Week: SERVILE obsequious or fawning in attitude or behavior; submissive. of or suitable for a slave Impossible to imagine previous cabinet secretaries who were solid people (John Foster Dulles Dean Acheson James Baker) ever being as servile as we saw this week"
X Link 2025-05-01T16:30Z [----] followers, [---] engagements
"@stamatoudism A post for the ages I'd add having missed the boat here is that the technicians are right. Just follow the technicals and completely ignore news and macro views. Those can completely ruin your trading As I've discussed w/Mario & he has researched $QQQ skew is reliable indicator"
X Link 2025-05-14T14:11Z [----] followers, [---] engagements
"@acnewsitics We're just sick to death of the barrage of lies and deception coming out of Biden Camp for many years now Stuck us with a President who couldn't even recognize George Clooney FFS Not vicious. Simply completely fed up"
X Link 2025-05-20T04:14Z [----] followers, [---] engagements
"Only a complete fool or someone mentally ill would allow the enemy two weeks to reinforce air defenses around a single target - quite likely w/ the help of Russia or China He can't prattle on about how much he loves the military while allowing Iran to make this a suicide mission"
X Link 2025-06-20T04:26Z [----] followers, [---] engagements
"@Billybobwalter1 @captmaulyhawk Two years ago the waters of the St George River were boiling with them Last year not so much This year DEAD. No osprey. No seals. No eagles. No pogie boats"
X Link 2025-06-25T17:10Z [----] followers, [--] engagements
"@Billybobwalter1 Cozy Harbor going Chapter [--] was a kick in the head. Especially to those who dropped off lobster in the week before July 1"
X Link 2025-07-08T19:31Z [----] followers, [--] engagements
"@gc22gc Getting to the level of a cross-eyed drunk Nixon asking Kissinger to kneel and pray with him in the White House"
X Link 2025-07-12T22:00Z [----] followers, [--] engagements
"Getting to the level of a cross-eyed drunk Nixon asking Kissinger to kneel and pray with him in the White House President Trump goes full meltdown to defend Pam Bondi and shut down Epstein talk. Calls the files fake says nobody cares and warns MAGA to fall in line. Says Bondis doing a fantastic job and Epstein is just an Obama/Hillary distraction. https://t.co/lsV7RmIqMB President Trump goes full meltdown to defend Pam Bondi and shut down Epstein talk. Calls the files fake says nobody cares and warns MAGA to fall in line. Says Bondis doing a fantastic job and Epstein is just an Obama/Hillary"
X Link 2025-07-12T22:01Z [----] followers, [----] engagements
"@SamanthaLaDuc This is not agreeing with data from St Louis Fed"
X Link 2025-07-13T01:55Z [----] followers, [--] engagements
"@ecommerceshares More and more of the US public realizing they do not run or "own" their government A historic slow moving avalanche is in process Echoes of Watergate but much more like the way the widespread pedophile priest atrocity made the Catholic church a shadow of itself and irrelevant"
X Link 2025-07-14T16:15Z [----] followers, [---] engagements
"This is an article worth reading bookmarking and then re-reading again monthly It's useful to know which way the Supertide is running how hard and how long. It fleshes out @jam_croissant stagflation thesis https://www.marketwatch.com/story/this-legendary-investor-has-been-shorting-treasury-bonds-heres-how-to-bet-with-him-without-going-broke-3834a0admod=home_lead https://www.marketwatch.com/story/this-legendary-investor-has-been-shorting-treasury-bonds-heres-how-to-bet-with-him-without-going-broke-3834a0admod=home_lead"
X Link 2025-07-15T16:47Z [----] followers, [---] engagements
"@Billybobwalter1 https://www.facebook.com/deven.young.33 https://www.facebook.com/deven.young.33"
X Link 2025-07-18T20:35Z [----] followers, [---] engagements
"@Billybobwalter1 Happily posting lobster boat sunset photos a week after the murder Nice"
X Link 2025-07-18T20:36Z [----] followers, [--] engagements
"On this day if Ozzy's death it's interesting to revisit the odd circumstances that gave rise to the Black Sabbath Heavy Metal sound. A real life lesson here about serous adversity sometimes being a gift @mwebster1971 (Reminds one of a certain guitarist named Jerry who had lost the tip of his middle finger and yet crafted a sound that changed music forever) Tony Iommi the guitarist for Black Sabbath lost the tips of his middle and ring fingers on his right hand in a factory accident at the age of [--]. He crafted makeshift fingertips from plastic and leather and used lighter gauge strings to"
X Link 2025-07-23T01:00Z [----] followers, [----] engagements
"https://loudwire.com/horrific-accident-created-heavy-metal-tony-iommi/ https://loudwire.com/horrific-accident-created-heavy-metal-tony-iommi/"
X Link 2025-07-23T01:00Z [----] followers, [---] engagements
"@SpencerHakimian Excellent presentation Very important points & hard hitting examples of prices soaring for regular people. Coffee & Ground Beef What undercuts the impact are visuals & style Baseball cap on backwards is something from early Adam Sandler movie Drink a bit less coffee-too wound"
X Link 2025-07-23T04:47Z [----] followers, [--] engagements
"@SamanthaLaDuc Others can debate whether this is more a form of fascism or a form of communism But it sure isn't free market capitalism And it is deeply un-American no matter how many time Trump waves the flag or MAGA bows before him"
X Link 2025-08-11T00:30Z [----] followers, [---] engagements
"Erosion of critical human intelligence as it becomes ever more dependent on AI in essential life/death tasks is troubling. And has no easy answer Surgeons pioneering AI technology adoption in the OR have a double-edged scalpel to cope with @CanesDavid https://www.bloomberg.com/news/articles/2025-08-12/ai-eroded-doctors-ability-to-spot-cancer-within-months-in-studysrnd=undefined https://www.bloomberg.com/news/articles/2025-08-12/ai-eroded-doctors-ability-to-spot-cancer-within-months-in-studysrnd=undefined"
X Link 2025-08-13T13:03Z [----] followers, [---] engagements
"@GavinNewsom @realDonaldTrump The Dems in Maine managed to push electricity prices up about 40% in the last [--] years thanks to nitwit solar net-metering schemes. Plus Dem Governor Mills & family got huge payoff from Central Maine Power/Iberdrola As did previous Dem Governor Baldacci Pick your issues wisely"
X Link 2025-08-23T14:25Z [----] followers, [---] engagements
"@SamanthaLaDuc When growth curve rolls over it's time to hit the Buyback Button No better way to know where you are on the growth curve Actually averaged as a group analysts have been predicting this for several years (see YCharts for data) but the fanatics do what they always do Hype & Hope"
X Link 2025-08-28T00:40Z [----] followers, [---] engagements
"@SamanthaLaDuc This chart from earlier this year is a simplified view of rollover expected in sales & earnings by the average of analysts tracked by YCharts. Same numbers held this AM It also has not helped price growth that the number of institutions holding $NVDA has essentially "saturated""
X Link 2025-08-28T02:14Z [----] followers, [---] engagements
"@i_sundog @cooltechtipz Interesting point I was a friend of Robert Bly for years before he set Coleman Barks loose on his very profitable "Interpretation" quest So I know exactly what you mean "Translations" perfectly aimed at their intended market "Easy" poetry A familiar process"
X Link 2025-08-28T04:25Z [----] followers, [--] engagements
"@SpencerHakimian Born within a month of Trump many of my age peers now have the open-mouthed vacant-eyes look on the right Not a good sign"
X Link 2025-09-02T04:25Z [----] followers, [----] engagements
"It's time to make SOP at outdoor rallies of public figures subject to assassination attempts using a squad of 3-5 surveillance drones providing continuous coverage If suspicious activity is seen drone could hover right over suspect. If suspect flees drone can tail them SkyDogs"
X Link 2025-09-11T15:17Z [----] followers, [---] engagements
"@SamanthaLaDuc It's anecdotal but really indicative of consumers pulling back sharply from buying any big ticket ($1000) items that are not really essential: Large number of unsold lawn tractor and zero turn mowers sitting in front of every Home Depot Lowes and Tractor Supply as summer ends"
X Link 2025-09-23T00:40Z [----] followers, [---] engagements
"For the sake of Natl Sanity if not Natl Security Trump should order that all US companies move their call centers back here Today in logging into @FedEx w/my really obscure password I ended up in someone else's acct @FedExHelp was no help & didn't see the problem as serious"
X Link 2025-09-26T00:56Z [----] followers, [---] engagements
"@MartyChargin With thinkscript coding help from @grok I created a screener identifying stocks w/strong [--] wk or [--] wk performance also having escalator smoothness in rise $30M avg daily $ volume $20B mkt cap [--] institutions Payoff of smoothness is ability to use tight [--] dma as EXIT signal"
X Link 2025-10-05T16:31Z [----] followers, [----] engagements
"As @mwebster1971 @stamatoudism & @SamanthaLaDuc know my in-depth primary focus has always been a fundamentals-based sales and sales estimate revision history way of calculating trendlines This was a "Only Price Matters" excursion from that Mike may find the StDev metric of note @MartyChargin With thinkscript coding help from @grok I created a screener identifying stocks w/strong [--] wk or [--] wk performance also having escalator smoothness in rise $30M avg daily $ volume $20B mkt cap [--] institutions Payoff of smoothness is ability to use tight [--] dma as EXIT signal https://t.co/6yPuJVVl4g"
X Link 2025-10-05T16:43Z [----] followers, [---] engagements
"@grok @MartyChargin @marketsurge Already done. Thanks"
X Link 2025-10-05T16:44Z [----] followers, [--] engagements
"@MartyChargin @grok Not surprised. You well know the "secret sauce" In looking at the "charts" about 80% are precious metals equivalents The remaining 20% are largely AI storage and database connectivity stocks What's useful is a quick way to spot stocks like $GLW with good rise + tight trendline"
X Link 2025-10-05T17:08Z [----] followers, [---] engagements
"@Sekhar63559666 @MartyChargin @grok Remind me on Friday after I make sure it's not buggy in some subtle way BTW it REALLY is important to post-process results in @marketsurge both for Market Cap & # of Institutions filters in its screener plus ability to look at weekly stock charts on a "Standard" semi-log scale"
X Link 2025-10-05T21:09Z [----] followers, [--] engagements
"For those curious this relative performance chart of the Trendline Targets since the early April [----] "Starting Gun" may be interesting"
X Link 2025-10-06T00:47Z [----] followers, [---] engagements
"@MartyChargin @grok For those curious this relative performance chart of the Trendline Targets since the early April [----] "Starting Gun" may be interesting"
X Link 2025-10-06T00:47Z [----] followers, [--] engagements
"@MartyChargin @grok This approach isn't a final decision maker It is an automated smart guide to which few stocks to very closely study on Weekly Daily and Monthly charts in @marketsurge using all of the rich indicators and data given there as explained by @mikewebster in his WRO series + IBD Team"
X Link 2025-10-06T02:23Z [----] followers, [--] engagements
"@Liberty_Xtreme @ grok did Antarctica gain [---] billion tons of ice ina recent year"
X Link 2025-10-06T13:10Z [----] followers, [---] engagements
"@timburchett @realDonaldTrump Elementary math is a problem for Dems except when it comes to industrial strength voter fraud"
X Link 2025-10-06T20:21Z [----] followers, [--] engagements
"@onechancefreedm Don't sweat the small stuff [----] Federal budget for every man woman & child $20000 Federal debt for every man woman and child $100000"
X Link 2025-10-06T20:47Z [----] followers, [---] engagements
"@MartyChargin The Red Queen is furious . and billions evaporate in the market Only a disturbed child would care more about getting his f'ing prize than the real reward of at least temporary peace in the Middle East Many of us who regard Dems as clearly dangerous are also sick of this crap"
X Link 2025-10-10T15:52Z [----] followers, [---] engagements
"Another Trump Tariff Temper Tantrum Another collapse in $QQQ like in April '25 Soon those Silicon Valley (& Austin) interests who worked so hard to put Diaper Don in power will like Dylan in "Tom Thumb Blues" be singing "I do believe I've had enough" Too chaotic - too often"
X Link 2025-10-10T20:13Z [----] followers, [---] engagements
"@walterkirn As does Gov Janet Mills -- the two of them are close buddies often getting together here one peninsula up the coast at one of Jamie Wyeth's oceanside palaces - Monhegan Island or Southern Island off of Tenants Harbor Ann Walton often joins them American Aristocracy at its best"
X Link 2025-10-15T04:57Z [----] followers, [----] engagements
"@DickDragonPriv1 Unclear. There is some fee that Fidelity has levied on them from the ETF originators that Fidelity really does not like. You'd think that same fee would be levied on Fidelity for cash trades. Maybe the ETF originators are trying to suppress surges in demand or selling. Who knows"
X Link 2025-10-15T15:51Z [----] followers, [--] engagements
"More on this important restrictive change at Fidelity from @grok"
X Link 2025-10-15T16:11Z [----] followers, [---] engagements
"@FredericLambert @elonmusk @ApexCornerSpeed @BraveRock_ On the East Coast the only source of renewable power capable of effecting a large scale switch from gasoline will be floating offshore wind"
X Link 2017-06-09T23:20Z [----] followers, [--] engagements
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