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@YaronBuilds Yaron Heyman
Yaron Heyman posts on X about ai, $avgo, crypto, red the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XXXX%
Mentions: XX #
- X Week XXX -XX%
- X Month XXX +46%
Followers: XXX #
- X Week XXX +1.20%
- X Month XXX -XXXX%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% countries XXXX% social networks XXXX% products XXXX% celebrities XXXX% fashion brands XXXX%
Social topic influence ai 11.63%, $avgo #241, crypto 4.65%, red 2.91%, money 2.91%, $nvda #2282, $googl 2.91%, open ai #3147, meta 2.91%, wall street #479
Top accounts mentioned or mentioned by @canadakaz @ericjackson @wallstengine @ohhhey69
Top assets mentioned Broadcom, Inc. (AVGO) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL) Bitcoin (BTC) SPX6900 (SPX) Metadium (META) Solana (SOL) Ethereum (ETH) Amazon.com, Inc. (AMZN) Strategy (MSTR) Grab Holdings Limited Class A Ordinary Shares (GRAB) Celcuity Inc. Common Stock (CELC) Indivior PLC Ordinary Shares (INDV) Trade Desk, Inc. (TTD) Adappter Token (ADP) Vixco (VIX) Tether (USDT) Toncoin (TON) Bitcoin Scrypt (BTCS) VeChain (VET)
Top Social Posts
Top posts by engagements in the last XX hours
"14/15 📊 Technical extremes (RSI) Overbought: Celcuity (CELC) Rigel Pharma (RIGL) Indivior (INDV) Oversold: Spirit Aviation (FLYY) Vtex (VTEX) (MNDY) #TechnicalAnalysis #RSI"
X Link 2025-08-17T19:04Z XXX followers, XX engagements
"Tom Lee: Why He Still Expects a Strong Year-End Rally Fundstrat just expanded its Granny Shots ETF family with two new funds: $GRNJ (Small/Mid Caps) and $GRNI (Large-Cap Income) alongside $GRNY. This week all three underperformed mainly due to profit-taking in AI and tech leaders not because of deteriorating fundamentals. Tom Lee remains very bullish. He reiterates his year-end target: S&P XXX at 70007300. His X reasons for a year-end rally: X. The longest government shutdown (43 days) has ended. X. High odds of a December rate cut (67% on Polymarket). X. Strong historical seasonality for"
X Link 2025-11-25T14:28Z XXX followers, XXX engagements
"$TTD Stock Analysis: Is the Crash to $XX a Once-in-a-Decade Opportunity The date is December X 2025. The numbers on the screen are flashing bright red: The Trade Desk (TTD) is trading around $XX reflecting a market cap of approximately $19-20 billion. This marks a brutal XX% collapse from its annual high of $XXX. The hype has evaporated and investors are in panic mode. But before you sell in fear or buy blindlyhere is a comprehensive technical and fundamental analysis to cut through the noise. Why Did It Crash (The Ugly Truth) The stock didnt just fall; it was pushed by a "perfect storm" of"
X Link 2025-12-01T19:01Z XXX followers, XXX engagements
"2. Why the rally The $ADP Report shuffled the deck. We expected job additions; we got contraction. The private sector lost 32000 jobs in November (vs. +40K expected). Immediate Impact: The market is now pricing in a XX% chance of a Fed rate cut next week. Recession fear has been replaced by hopes for cheap liquidity. This is the fuel that ignited Small Caps and Real Estate ( $XLRE)"
X Link 2025-12-04T14:20Z XXX followers, XX engagements
"4/ The Macro Data We Are Waiting For Because of the delays the real drama comes after the Fed: Thursday: Producer Price Index (PPI). Next Week (Dec 18): Consumer Price Index (CPI). If PPI comes in hot on Thursday (especially energy) the Wall Street party could come to a screeching halt"
X Link 2025-12-07T18:30Z XXX followers, XX engagements
"5/ The AI Monsters Enter the Arena: Broadcom ($AVGO) Its not in the Mag X but it is a giant ($1.7T). $AVGO reports Thursday. Expectation: XX% surge in AI chip sales. Risk: Priced for perfection (52x PE). The market is pricing in an X% move post-earnings. This is not a trade for the faint of heart"
X Link 2025-12-07T18:30Z XXX followers, XX engagements
"3/ Apple to $XXX Wedbush's Dan Ives is pounding the table raising Apple's price target to $XXX. The thesis: 2026 will be the "Year of the AI Revolution." iPhone XX sales (especially in China) are looking stronger than expected. Meanwhile BofA sees Broadcom hitting $100B in revenue by March. The numbers are getting massive"
X Link 2025-12-08T13:41Z XXX followers, XX engagements
"1. The screens turned red (but the real story is the $VIX) Major indices closed slightly lower but don't let that lull you to sleep. $SPX dipped XXXX% $NDX shed 0.14%. The real drama The Fear Index ($VIX) spiked over XXXX. Thats the sharpest jump since early December. The market's message is clear: Investors are hedging and fleeing risk ahead of Wednesday"
X Link 2025-12-09T14:21Z XXX followers, XX engagements
"4/ Argentina: Banks Enter Crypto Remember when this was banned Not anymore. Argentina's Central Bank is paving the way for commercial banks to offer crypto custody and trading. Mileis move flips the script. In a country with crazy inflation and 10M active wallets this is an earthquake"
X Link 2025-12-10T14:17Z XXX followers, XX engagements
"6/10 If everything is so good why the red candles X. Sky-high expectations: When you are priced for perfection a revenue miss hurts. X. The Debt: $ORCL has roughly $100B in debt. Investors are asking: How do you fund all this massive CapEx for data centers without wrecking the balance sheet"
X Link 2025-12-10T21:40Z XXX followers, XXX engagements
"7/10 X. The "RPO Bubble" Fear. That $523B number relies heavily on massive long-term contracts. The market is skeptical: How much of this backlog will actually convert to cash Will all these AI startups survive until 2027 to pay the bill It is a valid risk assessment regarding concentration"
X Link 2025-12-10T21:40Z XXX followers, XXX engagements
"5. SpaceX Going Public Elon Musk essentially confirmed the rumors: SpaceX is heading for an IPO. Meanwhile the space race is evolving. Bezos is building orbital data centers. Musk plans AI compute in space. The battle for the next trillion dollars isn't happening on Earth"
X Link 2025-12-11T14:26Z XXX followers, XX engagements
"3/ Japan Changes the Rules Until now Japanese traders paid a massive tax of up to XX% on crypto gains. Thats over. The government announced a plan for a flat XX% tax starting in 2026. Goal: Bring Japan back to the financial center stage. When an economy this size gives the green lightit's a massive signal"
X Link 2025-12-10T14:16Z XXX followers, XX engagements
"5/ Oil Meets Crypto Huge news for Tether ( $USDT): Abu Dhabi regulators officially approved $USDT use across multiple chains (like $TON $SOL etc.). Gulf financial institutions can now work with digital dollars in a regulated way. The bridge between old money and new money is being built at record speed"
X Link 2025-12-10T14:17Z XXX followers, XX engagements
"The calm before the storm Forget it. The storm is here. World War Warner ($108B on the table) Trump steps in on $NVDA chips and the fear index spikes X% in a single day. And all this moments before the most critical rate decision of the year. If you missed the madness of Dec 8th here is everything you need to know (and what's happening right now): 🧵"
X Link 2025-12-09T14:20Z XXX followers, XX engagements
"8/ Is the 4-Year Cycle Dead Interesting takes from key figures like CZ and Cathie Wood. The claim: We are in a "Supercycle." Massive ETF inflows and nation-state adoption are breaking $BTC's historical behavior. If they are right the charts we know from 2016 and 2020 are no longer relevant"
X Link 2025-12-10T14:18Z XXX followers, XX engagements
"9/ Quick Hits: Upgrades & Alts VeChain completed its move to Proof of Stake (Hayabusa upgrade) - key for $VET corporate adoption. On the Ethereum front: $ETH is strengthening significantly against $BTC leading the rally. Is Altseason heating up $BTC dominance is weakening slightly. First signs"
X Link 2025-12-10T14:18Z XXX followers, XXX engagements
"3/10 First where do we stand We are arriving at this earnings call after an insane rally. $AVGO is trading around $405-$410 record highs. In Q3 the company showed XX% growth and record revenue of $16B. Expectations are in the stratosphere and investors have gotten used to good news. That is exactly where it gets dangerous"
X Link 2025-12-11T19:13Z XXX followers, XXX engagements
"4/10 So what numbers does the market want to see today (Q4) Wall Street consensus is looking for: 💰 Revenue: $17.5B EPS: $XXXX But ignore the dry numbers for a second. If $AVGO just "meets expectations" it might not be enough. The market is hunting for something else entirely"
X Link 2025-12-11T19:13Z XXX followers, XXX engagements
"5/10 The real deal in the conference call: The 2026 Forecast. Will $AVGO management raise their AI guidance again We are talking about a potential Total Addressable Market (SAM) of $60B to $90B by 2027. Every word about future orders will move the stock violently. Investors want to hear about acceleration not stabilization"
X Link 2025-12-11T19:13Z XXX followers, XX engagements
"6/10 The silent player in the story: VMware. It's not all about AI. The merger with VMware is critical for Free Cash Flow and margins. We need to see if the integration is progressing and actually contributing to margins as promised. An improvement in EBITDA here would be a very bullish signal"
X Link 2025-12-11T19:14Z XXX followers, XX engagements
"8/10 The Risk: Priced for Perfection. $AVGO is trading at high multiples with sky-high expectations. Any small miss on revenue profit or even a hint of caution in the forward guidance and the stock could face a rapid correction. There is zero room for error tonight"
X Link 2025-12-11T19:14Z XXX followers, XXX engagements
"9/10 The Bottom Line: This is the Great Rally Test. This report isn't just about $AVGO. It answers the question haunting the entire market: Is the AI rally based on real numbers or are we in a bubble of over-optimism If $AVGO crushes it the entire semiconductor sector gets a tailwind"
X Link 2025-12-11T19:15Z XXX followers, XXX engagements
"3/ The Margin Trap $AVGO is going heavy into Custom ASIC manufacturing for giants like $GOOGL and OpenAI. Good news: AI revenue is flying (projected $8.2B next Q). The "Bad" news: These projects are complex. Margins are lower than legacy software. The market heard "margin erosion" and ran"
X Link 2025-12-12T08:35Z XXX followers, XX engagements
"4/ The "Do It Yourself" Fear A cloud hangs over $AVGO: The fear that hyperscalers ( $GOOGL $META $AMZN) will dump them for in-house chips. Tan was asked about this. His answer was honest: "I don't see a risk right now." The market Wanted "Never happening." Got "So far so good." Not enough"
X Link 2025-12-12T08:35Z XXX followers, XX engagements
"9/ The Bottom Line The drop in $AVGO is a lesson on Time Horizons. Short Term: Scared of temporary margin compression and lack of "hype." Long Term: Sees a monopoly forming on AI communication infrastructure. Did the market just hand a gift to latecomers Time will tell"
X Link 2025-12-12T08:36Z XXX followers, XX engagements
"3/ The Index Drama: $SPX said no MSCI threatens removal. Bad news came in waves: X. The S&P XXX ($SPX) snubbed $MSTR again (despite meeting criteria). X. MSCI is considering removing the company from its indices in Jan 2026. The implication: Passive funds and ETFs might be forced to dump billions. JPMorgan estimates an $8.8B capital outflow risk"
X Link 2025-12-06T20:21Z XXX followers, XXX engagements
"4/ But wait who is buying this blood 🐋 While weak hands fold due to index fears whales are scooping it up with a shovel: National Bank of Canada bought $273M. Swiss National Bank loaded $258M. Vanguard now holds $3.2B worth of $MSTR. Institutions smell a historic opportunity while the premium is at rock bottom"
X Link 2025-12-06T20:21Z XXX followers, XXX engagements
"5/ Nuclear Energy is the New Gold AI's thirst for power is sending the sector flying: Oklo ( $OKLO) gets a Buy rating with a wild $XXX price target. NextEra is locking down solar + storage deals with Meta. The math is simple: There is no AI without massive stable electricity"
X Link 2025-12-08T13:41Z XXX followers, XX engagements
"2. Everyone is waiting for Jerome Powell On Dec XX (Wednesday) the Fed decides on rates. Markets are currently pricing in an XX% chance of a XXXX% cut. Sounds safe Not exactly. There is a rift within the FOMC. Some members oppose another cut. This uncertainty is the fuel for the volatility we saw today. Every word spoken there will move billions"
X Link 2025-12-09T14:21Z XXX followers, XX engagements
"3. Game of Thrones: Hollywood Edition The battle for $WBD has gotten dirty and expensive. $NFLX put a $72B offer on the table (controlling Harry Potter & HBO). Then came $PARA with a "hostile takeover": An insane $108.4B all-cash offer backed by Saudi and Qatari sovereign wealth. The twist Trump already signaled the $NFLX deal "could be a problem." Regulation incoming"
X Link 2025-12-09T14:21Z XXX followers, XX engagements
"Everyone is panicking at the red screens but the biggest players in the world are doing the exact opposite. While retail investors are selling at a loss the Whales are loading up billions. Here is everything that happened in Crypto over the last XX hours that you need to know (including the exact numbers): A Thread 🧵"
X Link 2025-12-09T14:27Z XXX followers, XX engagements
"1. Why is the market bleeding (The Trigger) The blame lies with Japan. The BOJ Governor hinted at a rate hike spiking the Yen and causing a flight from risk assets globally. But don't blink. We are hours away from the main event: The Fed rate decision tomorrow. The market is pricing in a XX% chance of a cut. This could flip the script instantly"
X Link 2025-12-09T14:27Z XXX followers, XX engagements
"4. The Narrative Shift: $1M Bitcoin Bernstein analysts are claiming the "4-Year Cycle" is dead and the road to $1M per $BTC is paved. Meanwhile: Michael Saylor met with sovereign wealth funds in the Middle East (imagine that capital inflow). Even Trump dropped a hint about using crypto to pay off national debt. Adoption is accelerating even if the price dipped today"
X Link 2025-12-09T14:27Z XXX followers, XX engagements
"@wallstengine Even a massive capacity lift by $tsmc isn't enough to solve the bottleneck. The ai demand curve is just parabolic"
X Link 2025-12-10T11:14Z XXX followers, XXX engagements
"Everyone is obsessing over the XXXX% cut but they are missing the earthquake underneath. Today's Fed decision isn't just an update; it's an admission that the economy is in a much more dangerous spot than advertised. If you want to know where money flows in 2026 ignore the headlines and look at these X warning lights: X. The Consensus is Broken Fed decisions are usually unanimous. Today X dissenters out of XX. Translation: The board is fractured. Some members are screaming that this cut will reignite inflation. When there is doubt at the top expect volatility at the bottom. X. The Printer is"
X Link 2025-12-10T19:25Z XXX followers, XXX engagements
"8/10 Until recently the fear was that $ORCL was too dependent on just OpenAI. This report calmed some nerves: $META has entered the chat with huge deals joining $NVDA and others. They are diversifying the backlog. It is no longer just a "one-client show" even if Big Tech concentration remains high"
X Link 2025-12-10T21:40Z XXX followers, XXX engagements
"9/10 Oracle's strategy is clear: Be everywhere. They are building XX data centers that sit physically inside competitor clouds ( $AMZN AWS $GOOGL $MSFT Azure). The pitch: Use our superior database from anywhere. It worksMulticloud business skyrocketed by 817%"
X Link 2025-12-10T21:41Z XXX followers, XXX engagements
"7. Earnings Winners While $ORCL stumbled others delivered: $ADBE: Beat revenue ($6.19B). Their tools are becoming essential AI infrastructure. $PL (Planet Labs): Strong beat. $CIEN: Solid numbers. Quality companies executing on AI are getting paid"
X Link 2025-12-11T14:26Z XXX followers, XXX engagements
"9. The Stat of the Day Polymarket is now pulling more monthly traffic than sports betting giant $DKNG. People care more about predicting real-world outcomes than sports scores. The financialization of everything is complete"
X Link 2025-12-11T14:27Z XXX followers, XXX engagements
"2/10 Why is this report so dramatic $AVGO isn't just another company. It is the "barometer" for Big Tech. Over half of its future growth comes from custom AI chips (ASICs) for hyperscalers like Google Meta and Microsoft. Simply put: Today's report is a peek into Big Tech's pockets. If $AVGO is selling less it means they are buying less"
X Link 2025-12-11T19:12Z XXX followers, XXX engagements
"7/10 Look at the options pricing the market expects an earthquake. Derivatives are pricing in a move of roughly XXX% to X% after the report. For a company of this size that means billions in market cap swinging in minutes. This tells us one thing: It's either a massive party or a painful sell-off. No middle ground"
X Link 2025-12-11T19:14Z XXX followers, XX engagements
"1. The screens are red but everyone is missing the bigger picture. The Fed cut rates J.P. Morgan made history and a "dead" coin just pumped XX% from the grave. While everyone is panic selling here is everything you missed in crypto over the last XX hours (and why it matters): 🧵"
X Link 2025-12-11T20:58Z XXX followers, XX engagements
"3/ An Efficiency Beast $AVGO isn't just growing; it is hyper-profitable. Adjusted EBITDA hit $XXXX Billion. Pay attention to this stat: XX% of revenue is converting to operating profit. That is a significant improvement year-over-year. Operational excellence at its finest"
X Link 2025-12-11T21:23Z XXX followers, XX engagements
"4/ Segment Breakdown: Everything is Green How is the pie divided 🟢 Semiconductor Solutions: $11.07B (61% of rev) up 35%. 🔵 Infrastructure Software: $6.94B (39% of rev) up 19%. Hardware and software are both firing on all cylinders pushing the $AVGO ship forward"
X Link 2025-12-11T21:24Z XXX followers, XXX engagements
"6/ Cash Flow (Cash is King) $AVGO is sitting on a mountain of liquidity. Free Cash Flow (FCF) stood at $XXXX Billion for the year. This means XX% of every dollar that comes in stays in the bank. They ended the year with $XXXX Billion in cash on hand. Incredible flexibility"
X Link 2025-12-11T21:24Z XXX followers, XX engagements
"7/ Good News for Investors: Dividend Hike 💸 $AVGO loves to reward its shareholders. The company announced a XX% dividend increase to $XXXX per share. This marks the 15th consecutive year of dividend increases. Stability growth and passive income all in one package"
X Link 2025-12-11T21:24Z XXX followers, XXX engagements
"8/ Looking Ahead: Q1 2026 Guidance Is the momentum slowing down Absolutely not. The forecast for the upcoming quarter is very bullish: Revenue Guidance: $XXXX Billion. Expected YoY Growth: 28%. The focus remains clear: AI accelerators and AI Ethernet networking are driving $AVGO"
X Link 2025-12-11T21:24Z XXX followers, XX engagements
"9/ The Bottom Line $AVGO is proving itself as the backbone of global AI infrastructure. With massive margins aggressive AI growth and master-class cash flow managementthey are setting a new standard. Enjoyed this breakdown Follow me for more insights on Wall Street and Tech. And don't forget to RT the first tweet to share the alpha 🔄"
X Link 2025-12-11T21:25Z XXX followers, XXX engagements
"4/10 $XRP enters a historic ETF phase In the last XX hours: Franklin Templeton launched its $XRPZ ETF Grayscale launches $GXRP today Canary Capital reported $XX million first-day volume and $XXX million AUM Bitwise launched an $XRP ETF (ticker $XRP) with a XXXX percent fee XRP continues its transition into a fully institutional asset"
X Link 2025-11-25T13:36Z XXX followers, XX engagements
"1. First off what is $GRAB Think of it as $UBER + DoorDash + a Fintech Bankall in one app. It is the dominant "Super App" controlling Southeast Asia. After years of "growth at all costs" management flipped the switch: Focus on profitability. And honestly It worked. The numbers show a massive turnaround"
X Link 2025-12-05T11:20Z XXX followers, XXX engagements
"5. Why be optimistic (The Bull Case) X. Its a rare breed: Double-digit growth AND improving profitability. X. The market (SE Asia) is far from saturated. The runway spans a decade. X. Dominant market share generating cash to reinvest in tech/AI. This is a high-quality business no debate there"
X Link 2025-12-05T11:20Z XXX followers, XX engagements
"4/ S&P XXX Reshuffle Shock The quarterly rebalance is here and the biggest surprise is $CVNA (Carvana). The "left for dead" used car retailer is officially joining the S&P XXX alongside $FIX and $CRH. Passive ETFs will be forced to buy billions in shares. Shorts are on notice"
X Link 2025-12-06T20:48Z XXX followers, XXX engagements
"1. The Calm Before the Storm (Yesterday's Recap) Tuesday (Dec 9) looked flat on paper. $SPY and $QQQ barely moved (0.1% swings). $DIA dipped slightly. But don't let the indices fool you. Investors are sitting on their hands with trembling fingers waiting for Jerome Powell to speak"
X Link 2025-12-10T13:55Z XXX followers, XX engagements
"4. The Year of AI TIME's Person of the Year: "The Architects of AI." (Musk Jensen at $NVDA Zuck at $META Altman). Big Tech dominance is absolute: In 2025 $GOOGL owns X of the top XX apps. $META owns X of the top X. There is no second place"
X Link 2025-12-11T14:26Z XXX followers, XX engagements
"6. The Chip War Heats Up China is holding emergency meetings with big tech ( $BABA Tencent) over $NVDA chip shortages. Nvidia's response Launching a geolocation service for GPUs to prevent smuggling. Hardware is the new oil and everyone is scrambling to secure supply"
X Link 2025-12-11T14:26Z XXX followers, XXX engagements
"8. The Trump Effect The President-elect is moving markets with every sentence: - Claims Tim Cook ( $AAPL) told him it's hard to hire people. - Demands the sale of CNN in any Warner Bros deal. - Calling for 20-25% GDP growth (ambitious is an understatement). Volatility is the new normal"
X Link 2025-12-11T14:27Z XXX followers, XX engagements
"2. First a quick damage report: $BTC: $92005 (Down 0.7%) $ETH: $3326 (Flat) $SOL: $XXX (Down 3%) The market lost nearly X% of its total cap and $BTC briefly dipped below $90k. Why Jerome Powell played a double game"
X Link 2025-12-11T20:58Z XXX followers, XX engagements
"8/10 Right now (Pre-market) the market is trying to stabilize: Futures are flat. $BTC is recovering slightly but remains weak ($90k). Samsung launches a Tri-Fold phone trying to wake up the hardware market. Investors are sitting on their hands waiting for jobs data later this week to decide on rates"
X Link 2025-12-02T12:56Z XXX followers, XX engagements
"9/10 Bulls vs. Bears battle is peaking: $JPM this morning: "Not an AI bubble but a structural shift in the economy." Dan Ives updates his AI portfolio: Out $SOUN $CRM In $SHOP $CRWD. Tom Lee ($FS): Crypto drop is an opportunity risk/reward is attractive. Consensus: The volatility is an opportunity but selectivity is the name of the game"
X Link 2025-12-02T12:57Z XXX followers, XXX engagements
"2. The Financial Pivot (The Good News) 2024 Revenue grew XX% to nearly $2.8B. But the real story is the EBITDA (operational cash flow): From -$22M in 2023. To +$313M in 2024. The machine has started printing money. Cash flow is strong and they are no longer dependent on external funding"
X Link 2025-12-05T11:20Z XXX followers, XX engagements
"9. When should you enter If you believe in the long-term vision wait for the dip. Look for a sane entry point when multiples cool down. Don't chase $GRAB when the hype is at its peak. Patience is the edge here"
X Link 2025-12-05T11:21Z XXX followers, XXX engagements
"10. Enjoyed this analysis I break down financial reports and bring you the bottom line without the fluff. Follow me for more equity research. And RT the first tweet so your friends don't overpay for growth. As always - always DYOR"
X Link 2025-12-05T11:22Z XXX followers, XX engagements
"5. Altcoins: Blood & Opportunity Holders of alts are feeling the pain today. $DOT and $FIL crashed over XX% breaking key support levels. However seasoned traders see opportunities: $BNB is showing signs of recovery. $PEPE is sitting in an interesting accumulation zone. When volatility spikes fast traders feast"
X Link 2025-12-09T14:27Z XXX followers, XX engagements
"Wall Street is holding its breath but beneath the surface It's chaos. Oil is crashing. Silver is smashing all-time records. The "People's Stock" is diving. And today at 2:00 PM ET The Fed decides the fate of our money. This isn't just another day. Here is the critical situation report down to the minute. 👇"
X Link 2025-12-10T13:55Z XXX followers, XX engagements
"2. Winners & Losers (Pre-Market) While the market warms up there is drama in individual names: The Loser: GameStop ( $GME). Earnings miss revenue fell short of estimates. The stock is diving -XXX% before the bell. The Winner: Palantir ( $PLTR). Just announced a massive $448M contract with the US Navy to implement AI"
X Link 2025-12-10T13:56Z XXX followers, XX engagements
"3. Commodities Going Wild Here is the real story of the morning: On one side: Silver ( $SI) is rocketing to All-Time Highs over $60/oz. On the other: Oil ( $CL) is in freefall crashing to the $XX range. The market message is confused: Flight to safety (Silver) vs. fear of a global slowdown (Oil)"
X Link 2025-12-10T14:00Z XXX followers, XX engagements
"The market flipped overnight. $150B flowed back into crypto while you slept. Saylor isn't stopping Japan is cutting taxes and Argentina is opening its banks. If you blinked in the last XX hours you missed a lot. Here is everything you need to know right now (before the Fed decision): 🧵 Thread"
X Link 2025-12-10T14:15Z XXX followers, XX engagements
"7/ Polymarket Drama: Whales vs. Logic Betting market scandal: Will Trump declassify UFO docs Despite zero releases big capital holders bet "Yes" and brute-forced the outcome against the consensus. This raises hard questions about platform credibility and whale manipulation. Be careful where you put your liquidity"
X Link 2025-12-10T14:18Z XXX followers, XX engagements
"The market completely missed what actually happened in the $ORCL Q&A. Headlines screamed "Debt" and "Cash Burn" but management told a completely different story. I went through every single answer on the call. Here are the X truths hidden between the lines 🧵 X. The $523B RPO is not just "Paper Money" 📄 Analysts were terrified that this massive backlog number was a bubble. The CFO's answer: Conversion to revenue is actually ACCELERATING. The portion recognized in the next XX months grew by 40%. This is real cash flow incoming not just distant dreams. X. Where is that $50B CapEx going 💸"
X Link 2025-12-11T08:07Z XXX followers, XXX engagements
"3. The $DIS x OpenAI Mega Deal History in the making. Disney $DIS is investing $1B into OpenAI. The goal Using 'Sora' to generate video with their iconic IP. Hollywood and Silicon Valley are officially married. Content creation just changed forever"
X Link 2025-12-11T14:26Z XXX followers, XXX engagements
"1/10 Today December XX 2025 might be the most important day of the year for the chip market. Everyone talks about Nvidia but Broadcom ( $AVGO) is the real test. The market is holding its breath for the report dropping tonight. At stake: $17.5B in revenue a stock at All-Time Highs and one massive question about the future of AI. Let's dive into what's coming 👇"
X Link 2025-12-11T19:12Z XXX followers, XXX engagements
"Most investors assume 2026 is just a "rerun" of the 2025 bull run. Critical mistake. Fundstrat's Tom Lee just dropped his forecast: The $SPX is heading to 7700 but the rules of engagement are completely changing. Here are the X shifts that will define your P&L next year: X. Emotional Rollercoaster 🎢 Unlike the linear grind up we got used to 2026 will be "turbulent." Expect a sharp correction mid-year that will feel like a bear market. Its not a crashits a test. X. The Great Rotation (Small Caps) 📈 After years of underperformance Small Caps are screaming buy. The $IWM (Russell 2000) is"
X Link 2025-12-12T08:30Z XXX followers, XX engagements
"2/ The Expectation Gap The market is used to $NVDA press conferences where every other word is "revolution." Hock Tan $AVGO's CEO is different. Pragmatic cautious calculated. Investors wanted crazy promises. Instead they got a small warning about margins. That was enough to spook them"
X Link 2025-12-12T08:35Z XXX followers, XX engagements
"5/ The OpenAI Minefield: Golden Handcuffs Everyone is celebrating the 10GW deal but we must acknowledge the risk: Fragility. Tying your future to OpenAI is a gamble. This isn't a stable 50-year-old titan. It's an entity going through turbulence. If the OpenAI bubble shakes (regulation funding management) $AVGO is exposed. Huge volume but dangerous dependency"
X Link 2025-12-12T08:35Z XXX followers, XX engagements
"10/ What do you think Is the reliance on OpenAI a strategic masterstroke or a mistake that exposes $AVGO to a "fragile" partner"
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