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@_Investinq Avatar @_Investinq StockMarket.News

The US economy is experiencing concentrated growth, driven largely by the tech sector, with the "magnificent seven" tech stocks (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla) now making up XX% of the S&P 500's total market value. The economy's reliance on tech spending has raised concerns about its sustainability, with some analysts warning that without this sector, GDP growth would be near recession levels. Meanwhile, the US housing market is in a correction, and household debt and delinquencies are rising.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance #5489 stocks XXXXX% technology brands XXXX% countries XXXX% cryptocurrencies XXXX% social networks XXXX% currencies XXXX% products XXXX%

Social topic influence ai #6372, money 11.11%, the first 9.52%, bank #1637, japan 6.35%, inflation #1169, tariffs #954, open ai 4.76%, bank of 4.76%, core XXXX%

Top accounts mentioned or mentioned by @fiscalai @antilesseth @motherearth2024 @k20c5r0mo @arifromanhattan @marketmagemm @cnbc @wsj @ft @leo16259 @bitcoinect @realmadridpip @mcap_11 @mower20101 @thecactus71 @mylattice24 @chawlesbawkley1 @mo35184 @jenboland @r0gu3_tr4d3r

Top assets mentioned Bitcoin (BTC) HSBC Holdings PLC (HSBC) Salesforce Inc (CRM) Strategy (MSTR) Alphabet Inc Class A (GOOGL) SPDR S&P XXX ETF Trust (SPY) SPDR GOLD ETF (GLD) Charles Schwab Corporation (SCHW) Klarna Group (KLAR) Palantir (PLTR) Oklo Inc. (OKLO) Cameco Corporation (CCJ) BWX Technologies, Inc. (BWXT) NuScale Power Corporation (SMR) TALEN ENERGY CORP (DE) (TLN) GE Vernova Inc. (GEV) Constellation Energy Corp (CEG) First Solar, Inc. (FSLR) IBM (IBM)

Top Social Posts

Top posts by engagements in the last XX hours

"Back in May 2024 Powell brushed off any talk of stagflation and said he didnt see it. Fast forward a year and a half: inflation is stuck above X% and the labor market is the weakest its been since the pandemic. Now the cracks Powell dismissed are showing up everywhere and the next Fed meeting will show whether the Fed finally turns the liquidity back on before the system seizes"
X Link 2025-12-08T23:30Z 61.1K followers, 51.8K engagements

"Hassett is saying there's going to be a reconciliation bill next year and that Congress has more fiscal room to do stimulus than people realize. He's basically claiming the administration's tariff revenue and deficit math is working better than expected which opens up space in that reconciliation bill to fund things like Trump's $2000 stimulus checks or whatever other priorities they want to push through. Reconciliation is Congress's special process for passing major tax and spending bills without needing XX Senate votes it only needs a simple majority. When they use reconciliation they get a"
X Link 2025-12-09T21:11Z 61.1K followers, 24.9K engagements

"OpenAI is on track to have massive revenue this decade but the cloud bill is even bigger so the business never actually cash flows positive and needs hundreds of billions in outside funding to keep growing. HSBC models OpenAIs sales ramping toward $200B plus by 2030 as ChatGPT and AI tools reach billions of people but in the same window they think OpenAI spends roughly $800B on compute mostly renting GPUs and data center capacity from Microsoft Oracle and Amazon. The mismatch means OpenAI stays cash negative all decade and has a roughly $207B funding hole that needs to be plugged with equity"
X Link 2025-11-27T06:59Z 61.1K followers, 20.9K engagements

"Americans just hit a record $XXXX billion in online Black Friday sales up XXX% from last year with Salesforce reporting $XX billion in total spending across all channels. Sounds bullish until you realize whos actually buying. The top XX% of earners are now responsible for nearly half of all consumer spending the highest share ever while the bottom XX% are basically treading water financially. That stock market sitting near all time highs is creating a wealth effect where rich people feel richer and spend more even if their actual income hasnt budged much. Baby boomers with substantial real"
X Link 2025-11-29T22:37Z 61K followers, 326.2K engagements

"Japan's bond market is in crisis. Investors are aggressively shorting Japanese government bonds open interest hit 188000 contracts the highest since September 2024. Bond prices fell XXX% and yields jumped to XXXX% the highest since 2008. The structural support that held this market together for decades is breaking down. The Bank of Japan and domestic insurance companies used to automatically buy Japanese bonds keeping yields artificially low. Now the BoJ is reducing purchases life insurers are net sellers and foreign investors are leaving. Meanwhile Japan's government announced massive"
X Link 2025-11-30T23:57Z 61.1K followers, 129.4K engagements

"Bitcoins selling off because macro and positioning lined up badly at the same time. Japanese X year bond yields popping above X% for the first time since 2008 is the markets way of saying the Bank of Japan might actually tighten after years of ultra cheap money. When that backdrop shifts global risk gets repriced volatility picks up and the fastest thing big money can hit is liquid high beta stuff like BTC. This move is really about leverage getting flushed. That initial macro driven drop was enough to crack some short term support levels and trigger stops which then started liquidating"
X Link 2025-12-01T03:19Z 61.1K followers, 216.4K engagements

"Silver prices have just hit a historic milestone of $XX per ounce meaning the metal has officially doubled in value since the start of 2025. To put this in perspective while S&P XXX has had a decent year silver has grown more than six times faster making it one of the best performing assets in the world right now. This is happening because silver is currently in a perfect storm where massive demand from industries is colliding with a shortage of supply. For the first time in history the world is using significantly more silver than miners can dig out of the ground creating a deficit that is"
X Link 2025-12-01T14:04Z 61.1K followers, 20.3K engagements

"MicroStrategy has become a bizarre arbitrage situation where the company's stock price has completely detached from the value of its actual Bitcoin holdings. The core issue is simple Michael Saylor's company is trading at $XX billion in market cap but they're sitting on 650000 Bitcoin worth $XX billion. That means the market is assigning negative $XX billion of value to MicroStrategy's actual business basically saying their software products operationsand management aren't worth anything even before you factor in debt. This sounds insane because it is insane. The stock has gotten absolutely"
X Link 2025-12-01T20:07Z 61.1K followers, 75.3K engagements

"OpenAI just admitted it is no longer running unopposed in frontier AI. Googles Gemini X is good enough and growing fast enough that Sam Altman reportedly told teams to halt side projects and go allin on improving ChatGPT. That is the same existential threat to the core product language Google used internally when it flagged ChatGPT as a risk to search in 2022. This is already showing up in the numbers. In the two weeks since the Gemini launch ChatGPTs unique daily active users on a 7day average are down about X% a real hit for a product at this scale. That pullback explains why management is"
X Link 2025-12-03T00:12Z 61.1K followers, 13.2K engagements

"@AntilesSeth What happens to the GDP when Capex slows down"
X Link 2025-12-09T04:38Z 61K followers, XXX engagements

"This chart tells a story no one saw coming: gold has outperformed the S&P XXX over the last two decades. Since 2004 when the SPDR Gold Shares ETF (GLD) launched gold has climbed nearly XXX% while the S&P XXX has gained about 450%. That means gold hasnt just held its own its left stocks behind and its done so during one of the strongest and longest bull markets in history. That breaks every rule investors have been taught. Gold isnt meant to rally alongside stocks. Its usually the safe haven when markets fall not when theyre strong.Yet both assets are climbing. Gold is up more than XX% this"
X Link 2025-10-17T04:57Z 61.1K followers, 25.9K engagements

"The S&P XXX is up more than XX% since Burry dropped his infamous Sell. tweet. Hes back on the doom patrol again but lets be honest hes been off the mark for a long time since his Big Short glory days. Theres always a kernel of truth in what he says and eventually he may well be right. But if youd been following his calls youd probably be broke by now. This bubble might just rage longer than any bear can handle. Being right early still means losing money while everyone else keeps dancing. Respect the mans skepticism but right now the musics still playing"
X Link 2025-11-12T13:53Z 61.1K followers, 47.9K engagements

"The Japanese yen is falling it's at around $XXX per dollar the weakest level since mid January (save this). There's a massive interest rate gap between the US and Japan. The Fed is holding rates around 3.75%-4.00% while Japan's rates are basically zero at 0.5%. This creates an insane opportunity for traders. They borrow yen at nearly X% convert it to dollars and stick those dollars in US Treasury bonds earning around 3.75%+.That's free money so everyone piles into the trade. The more they sell yen to buy dollars the weaker the yen gets The Bank of Japan could raise rates to make yen borrowing"
X Link 2025-11-19T19:47Z 61.1K followers, 445K engagements

"Tether is a stablecoin which is basically a cryptocurrency designed to always be worth $X USD. Think of it like a digital dollar that lives on blockchain networks instead of in your bank account. Tether started as a tool for traders to quickly move money without paying bank fees but tether has become critical infrastructure used by remittance workers sending money home to families institutions needing fast transfers across borders and people in countries with unstable currencies or broken banking systems who need a safe place to store their money. With about $XXX billion worth of USDT in"
X Link 2025-11-26T18:26Z 61.1K followers, 128.4K engagements

"What you are seeing is a classic economic contradiction that suggests Japan is losing control of its finances. The Japanese government is currently trying to boost the economy by handing out $XXX billion in stimulus money to help citizens with rising costs. However at the exact same time their central bank is planning to raise interest rates to fight inflation. This is like slamming on the gas pedal and the brake pedal simultaneously one policy pumps money into the system while the other tries to pull it out. This confusion has panicked investors causing the interest rate (yield) on Japan's"
X Link 2025-12-03T14:22Z 61.1K followers, 163.1K engagements

"Charles Schwab's CEO just mentioned that tons of clients are asking how to protect their wealth after the stock market has gone up. This is a pretty telling sign about where things stand right now in the market and what investors are really thinking about. After markets do really well for a while investors naturally start getting nervous. When you've already made a bunch of money you start worrying about what could go wrong. People are asking themselves: "Is this market overheated Are we in a bubble What if everything crashes tomorrow and I lose all my gains" This fear is real because it's"
X Link 2025-12-04T18:30Z 61.1K followers, 28.9K engagements

"Trump signaling a very aggressive all in on growth economic team. Bessent already runs Treasury and is very hawkish on trade and bullish on the US economy. So adding the top economic adviser role would centralize tax spending and trade decisions around someone who likes tariffs is comfortable with bigger fiscal moves and is not especially scared of inflation. Pair that with Hassett likely running the Fed and you get a central bank that is friendlier to cutting rates sooner and keeping policy loose if growth wobbles For the real economy that combo points to more stimulus and tougher trade"
X Link 2025-12-05T03:08Z 61.1K followers, 19.2K engagements

"A timeless clip of Michael Burry explaining how he used credit default swaps to short the entire housing market"
X Link 2025-11-13T12:21Z 61.1K followers, 1.2M engagements

"Oraclehas lost roughly $XXX billion in market value since signing the OpenAI deal. Their credit default swaps hit XXX basis points the highest in X years. That's 70+ bps wider than the investment-grade average. Which leaves the uncomfortable question hanging: is this pace of AI investment even sustainable"
X Link 2025-11-21T15:19Z 61.1K followers, 17.2K engagements

"Klarna reported a XX% surge in U.S sales leading up to Black Friday driven by shoppers buying big ticket items like Apple AirPods X PS5s and Birkenstocks. While millions of consumers wanted these premium goods most chose to finance them rather than paying cash upfront. This massive shift confirms that Buy Now Pay Later has become a mainstream habit allowing people to lock in luxury items while spreading out the cost to manage their cash flow. This trend is a textbook example of the K shaped economy. In this split reality wealthier shoppers are doing just fine comfortably buying expensive tech"
X Link 2025-12-01T16:51Z 61.1K followers, 48.3K engagements

"Fed has finished a big multi year cleanup of its balance sheet after the huge money printing during Covid but it stopped shrinking things while the balance sheet is still very large by historical standards. The balance sheet is now around XXX trillion dollars which is down a lot from the peak but still far above the roughly X trillion area before the pandemic. The Fed did this by letting the bonds it owns mature without fully replacing them which slowly pulled money out of the financial system and reversed a bit more than half of the emergency support it added in 20202021. In beginner terms"
X Link 2025-12-07T21:40Z 61.1K followers, 34.9K engagements

"Michael Burry just deregistered Scion Asset Management officially killing the fund. His October XX letter was brutally honest: "My estimation of value in securities is not now and has not been for some time in sync with the markets." Translation: he's been wrong or early and he's tired of bleeding performance while waiting for vindication. Here's the thing this isn't new. Burry shut down Scion Capital the exact same way in 2008. He crushed the housing bet made $XXX million personally got vindicated and then immediately liquidated because he was exhausted. The investor revolt the FBI"
X Link 2025-11-13T05:53Z 61.1K followers, 1.2M engagements

"Save this to understand the electricity chain. $CCJ / $BWXT supply the uranium and specialized fuel that nuclear reactors run on. $CEG / $SMR / $OKLO turn that fuel into steady 24/7 nuclear electricity from big plants to modular and microreactors. $FSLR / $NNE / $TLN build and own huge solar and renewable farms that layer in cheap clean power. $GEV makes the turbines generators and grid hardware that move electricity from plants onto the highvoltage network. $VST runs flexible gas nuclear and storage assets that ramp up and down to balance the grid. $EOSE / $TSLA gridscale batteries that soak"
X Link 2025-11-29T15:48Z 61.1K followers, 42K engagements

"Over XX% of all U.S. wealth is now held by people over XX years old and this share has been steadily climbing since the mid 1990s. Think of it like this back in the 90s people over XX controlled roughly XX% of the nation's wealth but that number has grown almost XX% over the past three decades. he gray bars on the chart mark major economic disruptions like recessions and what's interesting is that every time the economy took a hit older Americans actually became richer relative to the rest of the population. The 2008 financial crisis the dot com crash and the pandemic all show this same"
X Link 2025-12-07T15:14Z 61.1K followers, 22.4K engagements

"Trump is set to announce a $XX billion relief package specifically for farmers who've been hurt by tariffs. This chart shows that China committed to buying XX million tons of soybeans by the end of the year but so far they've only purchased XXXX million tons since October 30th. That leaves about XXXX million tons still outstanding on their commitment. What this tells you is that despite the trade deal language China isn't actually following through on their purchases at the pace needed to hit their target which is putting pressure on U.S. farmers and soybean prices. So the $XX billion aid"
X Link 2025-12-08T05:26Z 61.1K followers, 44K engagements

"The hiring market in America is going through a serious cooldown and it's getting worse. We're looking at the weakest job creation plans in XX years. Through November 2025 US employers have announced plans to hire just under 500000 people for the entire year which is a massive XX% drop from 2024 when companies were announcing around 760000 hires for the same timeframe. What makes this even more concerning is that this is the fifth year in a row we're seeing declining hiring plans. The chart makes it crystal clear we had a massive hiring boom in 2020 (when companies were rehiring after COVID"
X Link 2025-12-08T15:33Z 61.1K followers, 9146 engagements

"AI is breaking the old internet infrastructure faster than companies can fix it. The players building what comes next might end up being the biggest winners of the decade. And I just took a massive stake in one of them"
X Link 2025-12-11T19:22Z 61.1K followers, 8959 engagements

"Also check out my newest article on how AI is breaking the old internet. And why I just took a big stake in what comes next"
X Link 2025-12-12T05:22Z 61.1K followers, 2694 engagements

"America is in the middle of a massive construction shift. Over $XX billion worth of data centers are being built right now up XXX% since 2022. For the first time ever data centers being built will outnumber office buildings. (a thread)"
X Link 2025-10-09T14:32Z 61.1K followers, 585.4K engagements

"Heres a list of companies building the backbone of AI. These are the players powering cooling and securing the worlds data centers the infrastructure behind every model chip and query. The ones selling the shovels in the biggest digital gold rush of our lifetime"
X Link 2025-10-09T15:13Z 61.1K followers, 396.7K engagements

"Heres a list of the companies building the backbone of AI. Theyre the ones powering cooling and securing the data centers that make every model chip and query possible. The real winners selling the shovels in the biggest digital gold rush weve ever seen"
X Link 2025-11-24T18:17Z 61.1K followers, 36.7K engagements

"U.S. is building a ridiculous amount of new data centers to feed AI and the limiting factor is quickly becoming electricity not chips. That XX gigawatts number is the total power capacity from data centers that are already running getting built or officially planned for 2025 and it has 8xd since 2022. Roughly XX gigawatts of that is just planned which means the power demand hasnt fully hit the grid yet but is locked in on paper. these things are turning into small cities worth of load and theyre coming fast. The implication is pretty simple AI is now an energy story. Power demand from data"
X Link 2025-11-29T05:48Z 61.1K followers, 114.3K engagements

"Amazon layoffs hit nearly 2000 engineers as part of their biggest layoff ever. We're talking about the people who actually built AWS Alexa the whole retail infrastructure the engineers who've been there for years and know exactly how everything fits together. They're cutting from literally every team core retail systems to AWS itself. The official story is they need to get lean and move faster on AI. But here's the thing that gets me these engineers didn't just write code. They've got years of tribal knowledge locked in their heads they know why systems are designed certain ways they know"
X Link 2025-11-29T17:58Z 61.1K followers, 307.2K engagements

"The IBM CEO is basically doing the math and saying it doesn't add up. Building and operating a 1-gigawatt AI data center costs about $XX billion. Companies are planning roughly XXX GW of capacity which is $X trillion total. The problem is you'd need $XXX billion per year in profit just to pay the interest on that debt. That's more than any tech company makes so the return looks impossible at today's economics. He's highlighting a real issue that's easy to ignore when everyone's excited about AI. These data centers have short lifespans (about X years before chips become obsolete) so you're"
X Link 2025-12-02T17:54Z 61.1K followers, 1.2M engagements

"The chart shows data from Revelio Labs which tracks job market activity by scraping career sites like LinkedIn and Indeed. They are reporting that the U.S. economy didn't just slow down in November 2025 it actually shrank. According to their data we lost 9000 jobs last month marking the second month in a row of negative growth. To make matters worse they went back and revised the data for the last four months essentially admitting they previously overcounted by nearly 160000 jobs. The trend is clear the job market is actively deteriorating not growing. The scariest part of this report is who"
X Link 2025-12-06T15:02Z 61.1K followers, 21.4K engagements

"One of the biggest shifts in years is about to happen at the next Fed meeting. Most people are watching rates but theyre missing the real story happening under the surface. The decision they make on liquidity is going to shape every corner of the market"
X Link 2025-12-08T16:14Z 61.1K followers, 18.8K engagements

"The US government has shifted to financing itself almost entirely through short term Treasury Bills that need to be refinanced every few months rather than locking in longer term debt. Over the last XX months they've issued a record $XXXX trillion in T-Bills which now represent about XX% of all Treasury issuance up dramatically from XXXX% back in November 2015. This means the government has chosen the financial equivalent of an adjustable rate mortgage where your payment changes based on market conditions. The Fed is now in a cutting cycle heading into December 2026 which initially sounds"
X Link 2025-12-09T05:35Z 61.1K followers, 44.2K engagements

"Cars have become dramatically more expensive and Americans are responding by borrowing increasingly large amounts of money just to purchase vehicles. The average new car now costs around $50000 which is at a record high. To make these expensive cars accessible the average new car loan has climbed to $41000 meaning people are financing the vast majority of their vehicle purchases. Since 2020 the amount borrowed per vehicle has jumped by $9000 a XX% increase in just five years. This is significant because it shows that car prices haven't just ticked up slightly they've skyrocketed and Americans"
X Link 2025-12-10T05:07Z 61.1K followers, 17.2K engagements

"Just In: The US Federal Reserve officially cuts interest rates by XX basis points in their third interest rate cut of 2025. The Fed also says it will begin purchasing US Treasury Bills on December 12th and will purchase $XX billion worth of Treasury Bills in XX days"
X Link 2025-12-10T19:08Z 61.1K followers, 12K engagements

"China's central bank just announced its thirteenth consecutive month of gold purchases. They 30000 troy ounces in November to bring its official reserves to a record 2305 tonnes valued at roughly $XXX billion. These reserves now represent XXX% of China's total foreign exchange reserves of $XXXXX trillion and the gold holdings have essentially tripled since 2020. What makes this particularly notable is that China has been buying aggressively even as gold prices surged from around $2650 per ounce in November 2024 to over $4200 currently showing this is about strategic necessity rather than"
X Link 2025-12-11T14:11Z 61.1K followers, 39.4K engagements

"Also this report was done using the help of @fiscal_ai to gather all the financial reports. Highly recommend that you check them out here:"
X Link 2025-12-11T21:54Z 61.1K followers, 1942 engagements

"A timeless clip of Michael Burry explaining how he used credit default swaps to short the housing market. Save this for later"
X Link 2025-12-12T05:17Z 61.1K followers, 38.6K engagements

"Trump signed an executive order that prevents individual states from enforcing their own AI laws. Instead of XX different state regulations there's now one national framework controlled by the federal government. The administration created a Justice Department task force specifically to challenge state AI laws in court and invalidate them. States that don't comply could lose federal funding for broadband and infrastructure programs. This order directly targets laws from California and Colorado that required AI companies to publicly disclose their safety testing and to check their systems for"
X Link 2025-12-12T16:07Z 61.1K followers, 17.3K engagements