@beefysignals Avatar @beefysignals BeefySignals

BeefySignals posts on X about ai, strong, level, growth the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence finance 58.27% stocks 39.37% technology brands 14.17% cryptocurrencies 7.87% currencies 4.72% financial services 3.15% countries 3.15% exchanges 2.36% products 0.79% automotive brands 0.79%

Social topic influence ai 14.17%, strong 7.87%, level 6.3%, growth 5.51%, bullish 5.51%, inflation 5.51%, stocks 5.51%, $msft 4.72%, gold 4.72%, vix 4.72%

Top accounts mentioned or mentioned by @kobeissiletter @globalmktobserv @dailychartbook @mikezaccardi @bespokeinvest @bobeunlimited @investingcom @wolffinancial @koyfincharts @mrderivatives @lizannsonders @qualtrim @thhappyhawaiian @charliebilello @awealthofcs @dlacalleia @stockmktnewz @wallstengine @cbarraud @jessecoheninv

Top assets mentioned Microsoft Corp. (MSFT) SPDR S&P [---] ETF Trust (SPY) American Airlines Group Inc (AAL) Amazon.com, Inc. (AMZN) Bitcoin (BTC) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) Metadium (META) SPX6900 (SPX) Robinhood Markets, Inc. (HOOD) Hartford Financial Services Group Inc (HIG) Aptiv PLC (APTV) Vertex Protocol (VRTX) Edison International (EIX) Walmart, Inc. (WMT) iShares BTC Trust (IBIT) Vixco (VIX) PayPal Holdings Inc (PYPL) Lyft, Inc. Class A Common Stock (LYFT) monday.com Ltd. (MNDY) Ondas Holdings Inc. Common Stock (ONDS) D R Horton Inc (DHI) Lennar Corporation (LEN) Vertex Pharmaceuticals Incorporated (VRTX)

Top Social Posts

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

"Beefies jobs report just dropped 💼 📊 130K payrolls added in Jan (exp. 66K) - massive beat 📉 Unemployment falls to 4.3% from 4.4% 🏦 Fed now 94% likely to hold rates in March (was 80% yesterday) 📈 10Y yield jumps to 4.17% as rate cut bets evaporate ⚠ [----] jobs revised DOWN from 584K to just 181K 💥 $HOOD -9.4% $LYFT -17% on weak earnings Strong headline but labor market still fragile. Fed on pause for months. #Investing #StockMarket #Jobs"
X Link 2026-02-11T21:14Z [---] followers, [--] engagements

"Quick breakdown on these picks: $APTV: Golden cross (SMA12 over SMA50) signals momentum shift. Beat Q4 earnings DCF shows 46% undervalued. Analysts target $100 (20% upside). $HIG: Up 5%+ in [--] days after crushing earnings by 27%. ROE at 19.4% AI-driven underwriting paying off. Sub-90% combined ratios across business lines. Full technical triggers + risk notes: Questions Drop them below 👇 http://Beefysignals.com http://Beefysignals.com"
X Link 2026-02-13T17:25Z [---] followers, [--] engagements

"Hey Beefies S&P [---] earnings growth hit 22% in Q4 [----] 📈. Solid rebound from the [----] slowdown. Can this momentum carry into [----] #Earnings #SP500"
X Link 2026-02-09T13:08Z [---] followers, [--] engagements

"$mndy fcf margin compression from 31% down to projected 20% signals rising opex pressure as company scales. typically see this when sales growth outpaces margin efficiency gains. watch for guidance on when fcf stabilizes investors are pricing in margin recovery by [----] or this corrects lower https://twitter.com/i/web/status/2020938095906934805 https://twitter.com/i/web/status/2020938095906934805"
X Link 2026-02-09T19:09Z [---] followers, [---] engagements

"Hi Beefies American Airlines ($AAL) is our spotlight pick this week. Provided to you by our AI/Quant system on 06.02.2026 💪 📊 EPS Growth: 63% (vs. sector 12%) 💰 Forward P/E: [--] (72% discount vs sector) 📈 6-month Performance: +16% (vs. sector +8%) [--] upward revisions across EPS and revenue. Analysts are leaning bullish. 👉 READ FULL ANALYSIS Stay Beefy. Stay Bullish. 🐂 #StockPicks #Investing https://buff.ly/7cwp6dN https://twitter.com/i/web/status/2021645327120351520 https://buff.ly/7cwp6dN https://twitter.com/i/web/status/2021645327120351520"
X Link 2026-02-11T17:59Z [---] followers, [--] engagements

"Beefies inflation cooled more than expected 📉 📊 Headline CPI: +2.4% YoY (vs. 2.5% est 2.7% prior) - closest to Fed's 2% target in months 📉 Monthly CPI: +0.2% (vs. 0.3% est) - energy prices dropped shelter/food rose ✅ Core CPI: +2.5% YoY +0.3% MoM - both in line with forecasts 🏦 Markets now pricing June Fed cut again (had pushed to July after jobs blowout) 📈 10Y & 2Y Treasury yields falling stock futures subdued Fed likely on sidelines for "several months" despite cooling inflation #Inflation #CPI #Fed #Economy"
X Link 2026-02-13T19:08Z [---] followers, [--] engagements

"$onds technical setup showing macd curling with volume shelf creates short squeeze potential elevated short interest against rising momentum suggests gamma spike risk if option dealers forced to hedge delta volume gaps confirm institutional accumulation pattern beneath key resistance levels https://twitter.com/i/web/status/2022396671166906822 https://twitter.com/i/web/status/2022396671166906822"
X Link 2026-02-13T19:45Z [---] followers, [---] engagements

"Winners & Losers: How S&P [---] Sectors Performed YTD Communication Services $VOX leads with +26.4% returns driven by strong EPS growth and multiple expansion. Technology $XLK and Utilities $XLU follow while Consumer Discretionary $XLY lags deep in negative territory. Beefies which sector will carry momentum into [----] #StocksToWatch #sectorrotation #SPY https://twitter.com/i/web/status/1993318669049303154 https://twitter.com/i/web/status/1993318669049303154"
X Link 2025-11-25T13:59Z [---] followers, [---] engagements

"Record 16.3% cancellation rate signals housing affordability crisis reaching critical mass despite stable mortgage rates. Atlanta's 22.5% cancellation rate reflects Sunbelt overvaluation after explosive 2020-2023 gains. This buyer hesitation pressures $ITB homebuilders and regional banks with construction exposure. $DHI $LEN face margin compression while deal flow deteriorates. Watch for distressed inventory building through Q1 [----]. https://twitter.com/i/web/status/2016238942668882336 https://twitter.com/i/web/status/2016238942668882336"
X Link 2026-01-27T19:56Z [---] followers, [--] engagements

"Hi Beefies Vertex Pharmaceuticals ($VRTX) is our spotlight pick this week. Provided to you by our AI/Quant system on 12.04.2025 💪 📊 EPS Growth: 151% (vs. sector 10%) 💰 Net Income Margin: 31% (vs. sector 1%) 📈 1-Year Performance: 13% (vs. sector -1%) [--] upward EPS revisions vs. [--] downward. Growth monster 👉 READ FULL ANALYSIS Stay Beefy. Stay Bullish. 🐂 #BiotechStocks #HealthcareInvesting https://buff.ly/OowSQ7D https://buff.ly/OowSQ7D"
X Link 2026-02-04T18:59Z [---] followers, [--] engagements

"With a 151% projected EPS growth rate and 40% EBITDA margin $VRTX is crushing the competition in biotech. Are you positioned for this growth story 🧬💰 #StocksInFocus #InvestingTips"
X Link 2026-02-04T19:01Z [---] followers, [--] engagements

"@GlobalMktObserv pe drawdown cycle underway. gp fee compression + lp cash calls = forced selling. blue owl -37% ytd reflects terminal leverage + rate shock vulnerabilities. asset sales to meet redemptions could accelerate. concentrated position risk in mid-market complex"
X Link 2026-02-05T18:06Z [---] followers, [--] engagements

"🥩 BeefySignals Oversold Airline & Utility Breakout 🔍 Recommended date: February [--] [----] 🥩 Stock: American Airlines Group Inc. 💹 Ticker: $AAL 💼 Sector: Industrials 🎯 Estimated return: 1.09% 2.24% 📅 Date: June [--] [----] (115d) 🥩 Stock: Edison International 💹 Ticker: $EIX 💼 Sector: Utilities 🎯 Estimated return: 2.24% 5.63% 📅 Date: June [--] [----] (115d) Full breakdown: 🐂 Stay Beefy. Stay Bullish 🐂 #Stocks #Investing https://buff.ly/OOAi6vE https://buff.ly/OOAi6vE"
X Link 2026-02-06T17:15Z [---] followers, [---] engagements

"Quick breakdown on these picks: $AAL: Down 10% on temporary gov't shutdown impact ($325M hit). Jan bookings already rebounding double-digits. Trading at deep discount to [----] guidance. $EIX: Utility breaking out on strong regulatory tailwinds. 5-7% growth locked in through [----]. Wildfire concerns priced in. Full technical triggers + risk notes on Questions Drop them below 👇 http://beefysignals.com http://beefysignals.com"
X Link 2026-02-06T19:15Z [---] followers, [--] engagements

"200 out of [---] insider transactions being sells is a remarkable data point. This level of uniform selling pressure from those closest to corporate operations typically precedes major market inflection points. When insiders show this kind of consensus risk-off behavior retail should pay attention. https://twitter.com/i/web/status/2020160104687947948 https://twitter.com/i/web/status/2020160104687947948"
X Link 2026-02-07T15:37Z [---] followers, [---] engagements

"Excellent technical observation on $ENPH. That 5x volume Power Earnings Gap is textbook accumulation behavior - institutions stepping in after the 90% drawdown. The flag formation suggests consolidation before potential continuation. Solar sector reversals can be violent given the oversold base. Character change confirmed if it holds above the gap. https://twitter.com/i/web/status/2020163552246403559 https://twitter.com/i/web/status/2020163552246403559"
X Link 2026-02-07T15:51Z [---] followers, [---] engagements

"Munger's 200-week MA discipline is timeless wisdom. The beauty of this strategy is its simplicity - buy quality at technically sound levels and hold. The chart shows $MSFT respecting this level across cycles. The challenge isn't the method it's overcoming our behavioral biases to actually execute it consistently. https://twitter.com/i/web/status/2020178115104809414 https://twitter.com/i/web/status/2020178115104809414"
X Link 2026-02-07T16:49Z [---] followers, [----] engagements

"The 17.84% decline in Tinder payers tells a story of product-market fit erosion. Dating app fatigue increased competition and monetization strategies that squeeze users rather than add value. $MTCH needs to innovate beyond paywalls - the downward trend suggests users are finding alternatives or simply opting out. https://twitter.com/i/web/status/2020178354616352916 https://twitter.com/i/web/status/2020178354616352916"
X Link 2026-02-07T16:50Z [---] followers, [---] engagements

"@dailychartbook @phil_mackintosh Good sign that IPO activity is recovering [---] IPOs in [----] shows capital markets are opening back up. The comparison to 2021's peak is unfair - that was peak bubble territory. The steady growth from 2023-2025 looks much healthier"
X Link 2026-02-09T12:49Z [---] followers, [--] engagements

"For context: this is the 10th straight quarter of earnings growth and the 5th with double-digit gains 💪"
X Link 2026-02-09T13:08Z [---] followers, [--] engagements

"Hey Beefies Retail traders poured a record $350M+ into stocks in January [----] 💪. Individual investors are all-in on this rally. #RetailTraders #StockMarket"
X Link 2026-02-09T16:39Z [---] followers, [--] engagements

"JPMorgan data shows one week in mid-January saw $12B in retail inflows with $4.9B going into single stocks (highest in [--] months). 📈"
X Link 2026-02-09T16:42Z [---] followers, [--] engagements

"32 million ounces into $slv in one week is literally the second largest inflow on record. this kind of volume signals institutional money rotating into precious metals as equity valuations stay stretched. silver's industrial demand plus safe haven flows could push this higher into spring https://twitter.com/i/web/status/2020938383925620826 https://twitter.com/i/web/status/2020938383925620826"
X Link 2026-02-09T19:10Z [---] followers, [----] engagements

"$14 eps for $amzn in [----] values the mega-cap at basically 30x forward earnings. honestly seems reasonable given cloud growth plus advertising momentum. if $ubs thesis holds stock compresses valuations while fundamentals accelerate. watch aws margin expansion as the key catalyst here. https://twitter.com/i/web/status/2020938448949903534 https://twitter.com/i/web/status/2020938448949903534"
X Link 2026-02-09T19:10Z [---] followers, [---] engagements

"@WOLF_Financial $googl arr growth from $4b to $400b over two decades shows compounding power at scale. q4 revenue hitting $15.7b in [----] now looks quaint with ai and cloud accelerating margins further. this kind of secular growth runway remains rare among mega caps. watch [----] guidance closely"
X Link 2026-02-09T19:15Z [---] followers, [--] engagements

"@joecarlsonshow $msft trading at -17.1% pe discount to $cost $wmt and $ibm feels like repricing opportunity if ai momentum and cloud expansion accelerate. historically tech commands premium but valuation gap here suggests either msft is cheap or the comps are stretched. watch earnings closely"
X Link 2026-02-09T19:21Z [---] followers, [---] engagements

"@themarketear software margin compression from 16% to 5% over [--] months is brutal and explains the hate. but historically these capitulation moments mark inflection points. if we're seeing efficiency gains and pricing power recovering in [----] this setup could turn bullish fast. watch guidance"
X Link 2026-02-09T19:22Z [---] followers, [---] engagements

"Hey Beefies Yen carry trades can unwind fast and this chart is a perfect example. Speculators spent [----] and [----] building massive short yen positions as USDJPY climbed only to see those trades sharply reverse in late [----] as the yen strengthened and positions were forced to cover 📉. It is a reminder that crowded carry trades can look calm for years and then snap back in a hurry when policy shifts or volatility spikes. #FX #YenCarryTrade"
X Link 2026-02-11T11:17Z [---] followers, [---] engagements

"Carry trades work slowly on the way in and violently on the way out. Are you factoring FX risk into your equity and bond bets 💡"
X Link 2026-02-11T11:29Z [---] followers, [--] engagements

"Airlines are never boring but that P/S of [----] plus 63% forward EPS growth is hard to ignore. Would you buy $AAL at these levels or are you waiting for a cleaner trend"
X Link 2026-02-11T18:01Z [---] followers, [--] engagements

"Ackman making a big bet on Meta is interesting timing. After the Reality Labs losses and Apple's privacy changes hit revenue hard $META has become much cheaper relative to its core advertising business strength. If he sees value here at current multiples worth watching - he's been right on several high-conviction plays before https://twitter.com/i/web/status/2021658261251084341 https://twitter.com/i/web/status/2021658261251084341"
X Link 2026-02-11T18:51Z [---] followers, [---] engagements

"@TheETFTracker @VistaSharesX Smart take. The GPU narrative is oversaturated while the real bottlenecks are elsewhere - HBM supply power infrastructure cooling. The play in AI is broader than just the chip makers. Infrastructure enabling the entire ecosystem is where sustained demand will be"
X Link 2026-02-11T18:58Z [---] followers, [--] engagements

"@KoyfinCharts "weak dollar is actually pretty bullish for a lot of plays. helps exporters boosts international revenue when companies translate earnings back to usd and makes commodities more attractive. if you've been sitting on gold or international stocks this is why they've been moving"
X Link 2026-02-11T19:50Z [---] followers, [--] engagements

"credit card debt at all time highs is definitely concerning but recession idk people are still spending like crazy. this looks more like consumers tapping credit because they can not because they're desperate. real recession signal is when card usage drops because nobody can get approved anymore. we're not there yet imo https://twitter.com/i/web/status/2021673390168588753 https://twitter.com/i/web/status/2021673390168588753"
X Link 2026-02-11T19:51Z [---] followers, [----] engagements

"this is why chasing high p/e stocks hoping for multiple expansion is such a trap. real returns come from companies actually growing earnings and compounding over time. paying 30x+ today and hoping it goes to 50x is speculation not investing. focus on businesses that can grow for decades not just re-rating plays https://twitter.com/i/web/status/2021673888220942696 https://twitter.com/i/web/status/2021673888220942696"
X Link 2026-02-11T19:53Z [---] followers, [---] engagements

""strong us economy but weaker dollar is the setup right now. typically you'd expect strong data to boost usd but markets are pricing in growth without rate hikes. good environment for international exposure and commodities. dollar weakness can run a lot further if this trend holds https://twitter.com/i/web/status/2021674682114871319 https://twitter.com/i/web/status/2021674682114871319"
X Link 2026-02-11T19:56Z [---] followers, [---] engagements

"@KobeissiLetter total household debt just hit $18.59 trillion. the composition tells the story - mortgages still dominate but credit cards and auto loans climbing fast. when debt grows faster than wages something has to give. watching consumer health closely as rates stay elevated""
X Link 2026-02-11T20:10Z [---] followers, [---] engagements

"@MikeZaccardi @KoyfinCharts us markets lagging hard ytd but at least staying green. everyone chasing latam and emerging markets right now. peru up 24% brazil up 23% while we're stuck at 1.6%. the rotation out of us equities into international is real and probably has more room to run"
X Link 2026-02-11T20:11Z [---] followers, [--] engagements

"Hey Beefies Wealth management stocks crashed after Altruist launched an AI tax tool 📉. $SCHW down 7% $RJF down 9% $LPLA down 8%. AI disruption fears hit financials. #MarketUpdate #WealthManagement"
X Link 2026-02-12T14:18Z [---] followers, [--] engagements

"The AI tool automates tax strategies in minutes threatening traditional advisor fees. Wall Street is repricing the entire sector. 🤖"
X Link 2026-02-12T14:19Z [---] followers, [--] engagements

"Hey Beefies Tech credit risk is spiking 📊 CDS volumes up 90% since September as investors hedge AI debt risks. $ORCL 5Y CDS tripled. #CreditRisk #TechDebt"
X Link 2026-02-12T17:08Z [---] followers, [---] engagements

"Tech firms borrowed $500B+ for AI infrastructure. Some analysts warn this looks like the telecom bubble of 2000"
X Link 2026-02-12T17:09Z [---] followers, [--] engagements

"@bespokeinvest $igv flat over five years while $spy gains 75% shows tech concentration risk hitting hard. this divergence signals broader rotation into diversified sectors watch for earnings season to confirm if software growth narrative holds or if value/value plays keep outperforming"
X Link 2026-02-12T17:14Z [---] followers, [---] engagements

"@HedgieMarkets ai giants dropping $400k-$600k on influencers shows marketing budgets exploding as competition heats up. this $1b+ spend signals race for mindshare before commoditization hits watch $msft $googl ad revenue for acceleration but margins could face pressure from payouts"
X Link 2026-02-12T17:15Z [---] followers, [---] engagements

"@oguzerkan healthcare trading at 18x forward vs s&p 22x creates compelling relative value play amid ai disruption fears. sector resilience to tech disruption plus defensive qualities make $unh $oscr names worth watching especially if macro volatility picks up"
X Link 2026-02-12T17:16Z [---] followers, [---] engagements

"@PolymarketMoney consumer confidence at 12yr lows with $18.8t household debt and + cc delinquencies screams caution for retail. defensive positioning into staples/utilities makes sense what's your % shift to cash/defensives right now"
X Link 2026-02-12T17:22Z [---] followers, [--] engagements

"@Mr_Derivatives $spx [----] resistance holding firm again historical patterns after round numbers suggest 10%+ pullbacks common. retail traders tighten stops above key support what's your downside target if it breaks"
X Link 2026-02-12T17:23Z [---] followers, [---] engagements

"Markets pull back ahead of Friday's CPI 📉 📊 S&P [---] -1.3% Dow -1.3% Nasdaq -1.8%. Traders rotating into bonds yields dropping 💥 $CSCO crashes on earnings miss - memory chip costs crushing margins 💼 Jobs report beats: 130K payrolls (above estimates) unemployment falls to 4.3%. Fed rate cut pushed to summer 🏠 Existing home sales hit 3.91M - lowest since Sept [----] 🍔 $MCD beats on strong meal deals + promotions. $QSR (Burger King) down despite sales beat 🥇 Gold/silver lower on strong jobs data. Oil down 2.9% despite Iran tensions ⚡ After hours: $ANET and $AMAT report Friday's CPI will"
X Link 2026-02-12T19:33Z [---] followers, [---] engagements

"Our focus: Tomorrow's CPI print. Strong jobs data already pushed rate cuts back - if inflation comes in hot could see more bond volatility and tech pressure. What's your CPI prediction"
X Link 2026-02-12T19:34Z [---] followers, [--] engagements

"Hey Beefies Bull markets last 10x longer than bear markets on average 📊. The longest bull run lasted [----] years with a 582% gain. $SPY bear markets are brief and shallow by comparison. #BullMarket #MarketCycles"
X Link 2026-02-13T15:46Z [---] followers, [--] engagements

"🥩 BeefySignals Auto Tech & Insurance Momentum Rally 🔍 Recommended date: February [--] [----] 🥩 Stock: Aptiv PLC 💹 Ticker: $APTV 💼 Sector: Consumer Cyclical 🎯 Estimated return: 1.09% to 2.24% 📅 Date: June [--] [----] (117d) 🥩 Stock: The Hartford Financial Services Group Inc. 💹 Ticker: $HIG 💼 Sector: Financial Services 🎯 Estimated return: 1.09% to 2.24% 📅 Date: June [--] [----] (119d) Full breakdown: 🐂 Stay Beefy. Stay Bullish 🐂 #Stocks #Investing https://buff.ly/JisTMib https://buff.ly/JisTMib"
X Link 2026-02-13T17:10Z [---] followers, [--] engagements

"@BusinessInsider ndr's 55% downside thesis shows bitcoin correlation tightening with risk assets institutional players already repositioning when fed signals higher-for-longer rates persist macro tightening cycle typically precedes crypto winter before capitulation reversal"
X Link 2026-02-13T19:38Z [---] followers, [--] engagements

"@LiveSquawk $clb crude bouncing off $62 support level as fed policy signals longer hold on rates [--] cent rally reflects energy market positioning ahead of supply data geopolitical risks support longer term price floors when dollar strength moderates"
X Link 2026-02-13T19:42Z [---] followers, [--] engagements

"@financialjuice energy complex showing relative stability as crude holds $62 support while gasoline and diesel spreads widen natural gas pricing at $3.24 reflects seasonal demand patterns and storage levels refined products outperforming reflects refinery utilization strengthening"
X Link 2026-02-13T19:43Z [---] followers, [--] engagements

"software sector selloff creating asymmetric setup as fundamentals remain solid saas valuations compressed despite stable revenue growth and healthy balance sheets market overweighting ai disruption fears when fed policy stance actually supportive for growth multiples at current depressed levels https://twitter.com/i/web/status/2022397835165991082 https://twitter.com/i/web/status/2022397835165991082"
X Link 2026-02-13T19:49Z [---] followers, [---] engagements

"truth social etf filings bringing crypto exposure to retail portfolios through traditional wrapper $eth and $btc packaged products signal continued institutional legitimization despite regulatory headwinds yield maximizer vehicle targeting sophisticated income strategies reflects market evolution into structured digital asset investment products https://twitter.com/i/web/status/2022398770131145040 https://twitter.com/i/web/status/2022398770131145040"
X Link 2026-02-13T19:53Z [---] followers, [---] engagements

"$65m usdc mint at treasury signals institutional demand for stablecoin liquidity entering crypto markets large scale minting episodes typically precede capital deployment into digital assets treasury operations reflect expanding institutional appetite for dollar-backed settlement infrastructure supporting decentralized finance infrastructure buildout https://twitter.com/i/web/status/2022399125120303446 https://twitter.com/i/web/status/2022399125120303446"
X Link 2026-02-13T19:55Z [---] followers, [--] engagements

"@EricBalchunas $IBIT hit $69B right as crypto flows are slowing down. When the meme number shows up at the top it's often a sentiment peak. Smart money takes profits at moments like this"
X Link 2026-01-29T13:45Z [---] followers, [---] engagements

"Beefies Wall Street check-in: Dow flat S&P [---] -0.7% Nasdaq -1.4% 💥 $MSFT crashes on Azure slowdown concerns despite massive AI spending 🚀 $META soars on strong earnings $135B AI capex plan 🍏 $AAPL reports after close today 🏦 Fed holds rates at 3.50%-3.75% first pause after [--] cuts 🥇 Gold hits near $5600/oz then pulls back sharply 🛢 Oil surges 10%+ this week on Iran strike fears #Investing #StockMarket https://twitter.com/i/web/status/2016943059997479358 https://twitter.com/i/web/status/2016943059997479358"
X Link 2026-01-29T18:34Z [---] followers, [---] engagements

"$MSFT down on Azure deceleration is the market questioning if cloud growth can sustain these AI capex levels. $META up big shows advertising + AI monetization working. $AAPL guidance tonight is critical. If iPhone or services disappoint this selloff spreads. Gold pulling back from $5600 after parabolic run but oil ripping on Iran tensions. What's your Apple earnings play https://twitter.com/i/web/status/2016943362423869566 https://twitter.com/i/web/status/2016943362423869566"
X Link 2026-01-29T18:35Z [---] followers, [---] engagements

"@robin_j_brooks Dollar can't catch a bid even with Warsh getting nominated. That's market structure breakdown not just fundamentals. When good news doesn't work anymore it means the trend shifted for real"
X Link 2026-01-30T13:02Z [---] followers, [---] engagements

"@KobeissiLetter Warsh as Fed chair is a hawkish pick. Markets aren't pricing this in yet. If he's anything like his [----] self expect tighter policy and a stronger focus on financial stability over growth"
X Link 2026-01-30T13:03Z [---] followers, [---] engagements

"@LizAnnSonders @economics @DataArbor FOMC rhetoric back to hawkish March levels. Markets are betting on cuts but the Fed is signaling the opposite. Someone's going to be wrong. Pay attention to what they say not what you hope they'll do"
X Link 2026-01-30T13:06Z [---] followers, [---] engagements

"@MikeZaccardi BofA indicator at [---] is flashing extreme bull. This is typically a contrarian signal. When everyone's all in there's no one left to buy. Hedge your longs or take some off"
X Link 2026-01-30T13:07Z [---] followers, [--] engagements

"@bespokeinvest $NVDA and $AMZN overbought while $AAPL oversold. Classic momentum rotation. The overbought names need time to consolidate. Look for setups in the oversold ones if they hold support"
X Link 2026-01-30T13:08Z [---] followers, [--] engagements

"@qualtrim $SNDK guiding 158% revenue growth YoY. Memory cycle turning hard. When these chips move they move fast. This kind of inflection doesn't last forever. Get positioned early or miss the move"
X Link 2026-01-30T13:09Z [---] followers, [---] engagements

"@KraneShares Humanoid robots are the next big infrastructure play. They slot into existing workflows without massive capex overhauls. Companies that scale this win the automation race. Keep an eye on the robotics supply chain"
X Link 2026-01-30T13:12Z [---] followers, [--] engagements

"Beefies what to expect this week 👇 📊 Friday: Jobs Report - 67K payrolls expected (vs. 50K). Fed likely holds until June. Trump's Warsh pick adds rate uncertainty 💻 Wed: $GOOGL earnings - AI spend + Gemini momentum in focus. Apple/Siri deal driving gains. Analysts say $GOOGL leads AI race vs. $MSFT 📦 Thu: $AMZN earnings - $38B OpenAI cloud deal + AWS growth. Hundreds of thousands of AI chips coming online 💊 Wed: $LLY earnings - Zepbound now world's top-selling drug. Overtakes Novo Nordisk in weight-loss race 🥇 Gold crash - Down 10% Friday to $4626/oz from $5K+. Stronger dollar +"
X Link 2026-02-02T18:02Z [---] followers, [--] engagements

"Our watch: $AMZN earnings Thursday. That OpenAI deal is massive and AWS numbers might surprise to the upside. What's your top pick this week"
X Link 2026-02-02T18:05Z [---] followers, [--] engagements

"@MikeZaccardi @StockCharts $SPX hitting highs on goldilocks data. PMI just right to keep the rally going without spooking the Fed. This is the sweet spot. Momentum stays strong until something breaks"
X Link 2026-02-02T18:18Z [---] followers, [--] engagements

"@LizAnnSonders ISM Manufacturing at [----] is a solid beat. New orders jumping to [----] shows demand is picking up. This supports the soft landing case. Cyclicals should benefit if this trend holds"
X Link 2026-02-02T18:19Z [---] followers, [--] engagements

"@MichaelMOTTCM $VIX dropping 20% in [--] hours is dealer positioning unwinding. Short vol traders taking control. When fear disappears this fast it's usually artificial. Complacency setting in at the worst time"
X Link 2026-02-02T18:27Z [---] followers, [---] engagements

"@WOLF_Financial Good to see Vanguard staying competitive. At 0.06% average they're basically letting you keep almost everything you earn. Hard to argue with that math"
X Link 2026-02-02T18:31Z [---] followers, [--] engagements

"@ThHappyHawaiian Platinum oversold at the same levels as April and July bounces. RSI in the 30s. If this follows the same pattern could see a decent relief rally"
X Link 2026-02-02T18:40Z [---] followers, [--] engagements

"@BuyingMyFreedom $SILJ wave [--] setup looking interesting. These miners tend to leverage silver moves hard. Watch the [--] level for entry if you're looking to scale in"
X Link 2026-02-02T18:41Z [---] followers, [---] engagements

"@Callum_Thomas @topdowncharts @RyanDetrick @JasonLeavitt @TheMarketStats @itmrandy @goldchartbook @MarketCharts @charliebilello @PeterMallouk $SPX holding above the 10-month moving average. Clean uptrend. Until this support breaks the path of least resistance stays up"
X Link 2026-02-02T18:43Z [---] followers, [--] engagements

"@KatusaResearch 16% correction in a gold bull is barely a scratch historically. the setup is cleaner now with central banks still hoarding and tether accumulation as a new buyer base. watch for breakout above recent highs"
X Link 2026-02-02T19:33Z [---] followers, [---] engagements

"@awealthofcs $SLV's 33% drop in [--] days is violent noise in a 150% bull move. sharp pullbacks are normal mid-cycle in precious metals rallies. the trend higher persists with central bank inflows continuing"
X Link 2026-02-02T19:33Z [---] followers, [---] engagements

"@BrianSozzi $TGT's chart versus $WMT is brutal roughly 80% underperformance over recent years. new leadership needs margin expansion and pricing power not just inventory discipline. thesis has to be scale and private label mix"
X Link 2026-02-02T19:34Z [---] followers, [--] engagements

"@bespokeinvest $CRM showing intraday weakness despite the ai narrative still holding. [------] is testing support near the [---] level. watch volume on any bounce. ai hype meets valuation reality here"
X Link 2026-02-02T19:35Z [---] followers, [---] engagements

"@ThHappyHawaiian silver rally breaking after years of underperformance versus chinese equities is a real regime shift signal. hsi and cny weakness creating the perfect setup. multi-year structure breaking here"
X Link 2026-02-02T19:36Z [---] followers, [---] engagements

"@MacroEdgeRes bostic signaling no cuts ahead suggests fed done easing. rates staying higher for longer creates headwinds for equities and credit. bond market pricing this already equities catching up next"
X Link 2026-02-02T19:37Z [---] followers, [---] engagements

"@GlobalMktObserv 12% drop off [----] peak is meaningful already. if this evolves into -30% bear like history shows commodity shorts get demolished. gold and em currencies are already pricing this in. $dxy support becoming critical"
X Link 2026-02-02T19:38Z [---] followers, [--] engagements

"@dlacalle_IA @JimboStanford canadian employment lagging population growth is a red flag for wage pressure and consumer spending. boc cutting rates into weakness doesn't help. loonie weakness and household debt makes this problematic long-term"
X Link 2026-02-02T19:39Z [---] followers, [--] engagements

"@StockMKTNewz $aapl revenue is iphone-centric with $85.3b from a single product. services at $30b is the growth vector though margins matter. americas concentration at 47.7% shows us market dependency. growth needs emerging market traction"
X Link 2026-02-02T19:40Z [---] followers, [--] engagements

"@IncomeSharks $gold shorts finally paid. down from 2600+ to sub-2100 level shows the bounce was mean reversion not trendbreak. positioning data supports further weakness. risk management on the long side becoming critical here"
X Link 2026-02-02T19:41Z [---] followers, [---] engagements

"@wallstengine $PEP beating on revenue and EPS with +5.60% YoY growth is solid earnings execution. $10B buyback through [----] shows capital allocation discipline. Organic growth guidance of +2% to +4% for FY26 supports steady margin expansion for traders to monitor"
X Link 2026-02-03T12:41Z [---] followers, [---] engagements

"@StockSavvyShay $PYPL revenue and EPS both missed but $475B TPV growth at +9% YoY shows transaction strength persists. CEO transition risk in March is worth monitoring. Margin expansion story getting more important as revenue growth stalls"
X Link 2026-02-03T12:42Z [---] followers, [----] engagements

"@Schuldensuehner Austria unemployment at 8.8% with job vacancies down 11.8% signals European recession momentum building. Energy crisis + aging workforce structural challenge. EUR weakness likely continues as ECB faces growth headwinds not just inflation"
X Link 2026-02-03T12:44Z [---] followers, [--] engagements

"@KeithMcCullough @t1alpha VIX skew flattening pattern from that dashboard shows elevated tail risk pricing normalizing. When panic sellers get exhausted volatility smackdowns like yesterday become opportunities. Risk/reward improves after sharp intraday swings clean out weak hands"
X Link 2026-02-03T12:46Z [---] followers, [--] engagements

"@BobEUnlimited @AugurInfinity Economic surprises index at +20 (hard data surging) while soft data recovering is a powerful setup. S&P flatline despite that strength creates asymmetric upside potential. Bond yields + earnings growth alignment supports equity rotation here"
X Link 2026-02-03T12:48Z [---] followers, [---] engagements

"@dlacalle_IA EUR overvaluation by PPP metrics + weak growth creates a bind for ECB. Can't hike without crushing competitiveness. EUR/USD weakness from here likely as negative real rates persist and growth falters. Policy trapped scenario unfolding"
X Link 2026-02-03T12:50Z [---] followers, [--] engagements

"@awealthofcs $PYPL saga highlights misaligned incentives for executives selling hyped fintech stories. payments commoditizing while costs balloon. watch the competitive moat erosion"
X Link 2026-02-03T19:35Z [---] followers, [---] engagements

"@TrendSpider $nvo pricing power deteriorating fast as glp-1 competition intensifies. margins compress when supply-side dynamics shift this hard. watch for guidance cut next earnings"
X Link 2026-02-03T19:37Z [---] followers, [---] engagements

"@KobeissiLetter ai sector selloff tied to rate repricing and mega-cap concentration unwinding. sharp drawdowns create entry points but watch for trend confirmation. vix curve steepness signals caution"
X Link 2026-02-03T19:39Z [---] followers, [--] engagements

"@wallstengine @OndoFinance tokenization bridging tradfi and defi represents structural shift in asset infrastructure. real-world assets on-chain unlock liquidity. ondo's positioning captures early adoption thesis"
X Link 2026-02-03T19:44Z [---] followers, [--] engagements

"@Mr_Derivatives $hood earnings driven by retail options activity tied to $btc moves. revenue streams increasingly crypto-dependent. structural shift in retail trading dynamics favoring digital assets"
X Link 2026-02-03T19:48Z [---] followers, [---] engagements

"@great_martis major indices all red: dow -0.92% s&p -1.33% nasdaq -2.08%. vol curve steep (vix +19.22%). risk-off momentum clear. support levels matter for bounce potential"
X Link 2026-02-03T19:50Z [---] followers, [--] engagements

"@MorningstarInc $ko wide moat supports consistent dividend yield strategy. defensive positioning in inflationary environment favors established blue chips. yields require margin of safety on valuation"
X Link 2026-02-03T19:51Z [---] followers, [--] engagements

"@BobEUnlimited growth surprise peak but yield curve flat signals market skepticism on sustainability. central bank policy overhang limiting upside translation. repricing inevitable when data inflection clear"
X Link 2026-02-03T19:52Z [---] followers, [---] engagements

"@C_Barraud warsh appointment signals softer approach to easing cycle. sofr swaps now pricing 25bps cuts by year-end versus 48bps previously. curve flattening trade likely if dovish messaging sticks"
X Link 2026-02-04T10:37Z [---] followers, [--] engagements

"@dailychartbook @JasonP138 $xauusd steepening curve historically bullish. 2yr10yr transition from inversion suggests tailwind. precious metals act inflation hedge when rates normalize"
X Link 2026-02-04T10:40Z [---] followers, [--] engagements

"@Investingcom tech volatility spike on selloff shows risk-off rotation intact. $QQQ weakness combined with $VIX up 15% suggests defensive repositioning ahead of data. key support break on $SPY below [----] could open bigger drawdown. monitor vix futures for mean-reversion timing"
X Link 2026-02-04T20:14Z [---] followers, [---] engagements

"@JesseCohenInv $PLTR's 33% pullback tests valuation reset. pe 232x highlights disconnect from revenue growth trajectory. support at [---] area; breakdown accelerates correction. trade the profit-taking on oversold bounces near 150"
X Link 2026-02-04T20:19Z [---] followers, [----] engagements

"@Hedgeye $IBIT breakdown below support tests capitulation. 13.9% WoW on spot weakness paired with rising tether flows suggests short-term washout. watch 40k level; hold signals potential reversal into month-end strength"
X Link 2026-02-04T20:22Z [---] followers, [--] engagements

"@TicTocTick $BTC stepping above 73k opens path to 80k resistance but watch 69.5k as tactical support. accumulation thesis depends on macro backdrop holding. if equities break lower crypto likely trails; maintain tight stops on intraday whipsaws"
X Link 2026-02-04T20:27Z [---] followers, [---] engagements

"@KobeissiLetter $MSTR's 78% collapse tests treasury stock thesis at scale. negative carry on bitcoin collateral + margin decay creates forced liquidation risk. if $BTC breaks below 70k expect capitulation. watch for dividend suspension confirmation signal"
X Link 2026-02-04T20:28Z [---] followers, [---] engagements

"@Investingcom $TSLA testing two-month lows on valuation pressure. [---] support critical; break confirms cascade to 380-390. fair value [---] suggests limited bounce demand. watch $SPY correlation; if tech strength fades $TSLA acceleration downside likely continues"
X Link 2026-02-04T20:31Z [---] followers, [---] engagements

"@KevRGordon 109k job cuts in january signals macro stress ahead. historically 3-6 month lag before earnings repricing. track quarterly guidance cuts next; forward growth trajectory at risk. defensive positioning justified until labor stabilization signals emerge"
X Link 2026-02-05T14:35Z [---] followers, [--] engagements

"@C_Barraud 118% surge in job cuts coupled with 13% hiring intention decline confirms macro deterioration. 108k cuts vs [----] recession baseline warns earnings estimates too optimistic. q1 guidance compression likely incoming. positioning for defensive positioning is essential"
X Link 2026-02-05T14:40Z [---] followers, [--] engagements

"@BobEUnlimited fed divergence from global tightening sets up currency headwinds for [----]. synchronized easing end forces capital reallocation out of usd rates. watch dollar weakness index below 104; signals valuation reset on equities competing globally"
X Link 2026-02-05T14:42Z [---] followers, [--] engagements

"@qualtrim $GOOG cloud 48% growth + 35-39% margin expansion confirms infrastructure thesis validity. $87b [----] revenue target mirrors ai capex cycle continuation. watch if margins sustain; compression signals competitive intensity rise. reinvestment rate sustainability critical"
X Link 2026-02-05T14:47Z [---] followers, [--] engagements

"@jsblokland headlines drive narratives not valuations. btc rally off the $60k low makes sense structurallymacro backdrop has shifted. sp500 at 10k is aggressive unless we get multi-year secular growth. silver needs industrial demand catalyst. valuation discipline prediction confidence"
X Link 2026-02-05T17:55Z [---] followers, [---] engagements

"@charliebilello ppi cumulative tells the real story. producer inflation sticky disagrees with fed's 2% target narrative. rate cuts this year risk reigniting pricing pressures. labor cost momentum + commodities still elevated. front-loaded rate cuts may have been premature"
X Link 2026-02-05T17:58Z [---] followers, [--] engagements

"software rotation accelerating. semis repricing after 15y underperformance vs megacap. gs client data shows conviction shift. igv volume confirms institutional rebalancing underway. semis still fundamentally cheaper on fcf. momentum + valuation alignment = meaningful rotation potential. https://twitter.com/i/web/status/2019470815633322464 https://twitter.com/i/web/status/2019470815633322464"
X Link 2026-02-05T17:58Z [---] followers, [--] engagements

"@StockMKTNewz leverage capitulation always violent. -30.8% worst day since [----] signals extreme positioning unwinding. silver supply tightness + inflation hedging could reignite demand quickly. watch risk-on rallies for entries. crowded trades = biggest profit potential on reversals"
X Link 2026-02-05T18:01Z [---] followers, [--] engagements

"@GlobalMktObserv bull/bear at [---] extreme bullish + cash at 3.3% all-time low = classic capitulation setup. feb [----] analogy valid when sentiment reaches such extremes. reversal sequences often start with forced liquidations into buy signals. hedging opportunity not time to be complacent"
X Link 2026-02-05T18:05Z [---] followers, [---] engagements

"@Jake__Wujastyk msft gap fill mechanics bullish at $396 level. dual gaps ($396/$367) create support cascade risk if sellers accumulate. daily close hold above [---] key. ai rally momentum still supports larger multiples. watch vix for risk-off flushing"
X Link 2026-02-05T18:08Z [---] followers, [---] engagements

"@JesseCohenInv $GS using Anthropic to automate back office. This is the reality now. AI isn't replacing jobs next year it's happening today. Efficiency gains mean less headcount"
X Link 2026-02-06T20:34Z [---] followers, [---] engagements

"@dailychartbook @vkaramanis_fx The negative correlation signals that dollar weakness is no longer the safe haven it once was. When currencies and volatility move together like this it points to deeper macro instability - likely tied to inflation concerns and Fed policy uncertainty"
X Link 2026-02-06T21:08Z [---] followers, [--] engagements

"@Investingcom Dow at 50K driven by mega-cap concentration and short squeeze not broad participation. When 16% of S&P stocks are at 52-week highs but indices make new records that's a warning sign not a bull market signal. Divergence like this rarely ends well"
X Link 2026-02-06T21:11Z [---] followers, [--] engagements

"Eli Lilly crushing Novo with triple-digit growth across Mounjaro and Zepbound shows execution matters. Manufacturing scale supply chain and market access are competitive moats just as important as the molecule itself. LLY's operational edge is driving share gains faster than expected. https://twitter.com/i/web/status/2020158853061451852 https://twitter.com/i/web/status/2020158853061451852"
X Link 2026-02-07T15:32Z [---] followers, [---] engagements

"This spike in short interest aligns with current market uncertainty. Historically extreme shorting levels can signal either capitulation points or the start of deeper corrections. The Feb 5th reading is particularly notable - worth monitoring if this becomes a contrarian indicator. https://twitter.com/i/web/status/2020159533478219994 https://twitter.com/i/web/status/2020159533478219994"
X Link 2026-02-07T15:35Z [---] followers, [---] engagements

"Valuation concerns are valid - stretched multiples often mean heightened sensitivity to rate changes and earnings misses. However growth stocks can also lead recoveries when sentiment shifts. The key is distinguishing between fundamentally strong companies trading at premium valuations vs. speculative names with weak cashflows. https://twitter.com/i/web/status/2020160899915403478 https://twitter.com/i/web/status/2020160899915403478"
X Link 2026-02-07T15:41Z [---] followers, [--] engagements

"Bitcoin's sensitivity to macro catalysts (political news policy shifts) continues to amplify volatility. The $60K retracement shows how quickly sentiment can reverse. Traders should watch for support levels here - a break below could trigger stops while a hold could setup another attempt at recent highs. Risk management is crucial in this environment. https://twitter.com/i/web/status/2020162023733055626 https://twitter.com/i/web/status/2020162023733055626"
X Link 2026-02-07T15:45Z [---] followers, [--] engagements

"70.33% return on $LLY calls is exceptional execution. Pharma names like LLY offer strong option premiums due to binary catalysts (FDA approvals earnings pipeline updates). The $1504 gain from [-----] to [-----] last price shows the leverage options provide. Knowing when to take profits vs. letting runners go is what separates consistent traders. https://twitter.com/i/web/status/2020162745128116441 https://twitter.com/i/web/status/2020162745128116441"
X Link 2026-02-07T15:48Z [---] followers, [--] engagements

"Classic Dow Theory confirmation - when both Industrials and Transports make new highs together it validates the bull trend. This correlation suggests real economic activity supporting the rally not just speculation. However given the sector divergences elsewhere (tech/software weakness) breadth confirmation beyond just these two indices would strengthen the case. https://twitter.com/i/web/status/2020178835237470280 https://twitter.com/i/web/status/2020178835237470280"
X Link 2026-02-07T16:52Z [---] followers, [--] engagements

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