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@bespokeinvest Avatar @bespokeinvest Bespoke

Bespoke's latest Macro Note, "The Closer", discusses the performance of the US equity market in relation to gold. The note highlights that pricing stocks in gold makes the US equity market's performance look pedestrian.

Engagements: XXXXXX #

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Social Influence

Social category influence stocks #4026 finance XXXXX% cryptocurrencies #5841 technology brands XXXXX% fashion brands XXX% exchanges #423 social networks XXX% countries XXX%

Social topic influence events #2293, bitcoin #3473, sampp 500 #30, $orcl #78, nasdaq #50, stocks 3.6%, ai 3.6%, costco #382, $cost #31, lineup #217

Top accounts mentioned or mentioned by @eyad_ali_saif @shortalgotrades @secsenseai @theresetan7279 @themarketstats @william_r2rclub @financeintelhub @squawkcnbc @michaeljburry @ajaytam99915656 @bluestats_one @hueychuckles @szczypkatom @mikezaccardi @cc_video_edit @pg6z5gbt_u2rvl @theoptpremium @salatthebeach @lil_uzi_squiirt @kacper_pk_ch

Top assets mentioned Bitcoin (BTC) Oracle Corporation (ORCL) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) NVIDIA Corp. (NVDA) Walmart, Inc. (WMT) Apple, Inc. (AAPL) iShares BTC Trust (IBIT) Synopsys, Inc. (SNPS) Weyerhaeuser Co (WY) Korn Ferry (KFY) AeroVironment, Inc. (AVAV) GameStop, Corp. (GME) Core & Main, Inc. (CNM) Intel Corporation (INTC) Edwards Lifesciences Corp (EW) Apollo Global Management, Inc. (APO) Snowflake, Inc. (SNOW) CVS Health Corp (CVS) Boeing Co (BA) Chewy, Inc. (CHWY) REV Group, Inc. (REVG) Nordson, Corp. (NDSN) Adobe, Inc. (ADBE) Medicalchain (MTN) Ciena Corporation (CIEN) Broadcom, Inc. (AVGO) Lululemon Athletica Inc (LULU) RH (RH) Watsco, Inc. (WSO) Robinhood Markets, Inc. (HOOD) Piper Sandler Companies (PIPR) Carlyle Group, Inc. (CG) Autozone Inc (AZO) Ferguson plc (FERG) Academy Sports and Outdoors, Inc. (ASO) Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI) Calcium (CAL) Campbell Soup Company (CPB) Casey's General Stores, Inc. (CASY) JPMorgan Chase (JPM) Honeywell International Inc (HON) L3Harris Technologies Inc (LHX) Valero Energy Corporation (VLO) Tractor Supply Co (TSCO) ADT, Inc. (ADT) American Airlines Group Inc (AAL)

Top Social Posts

Top posts by engagements in the last XX hours

"After a X% bounce in late November Costco $COST has reversed lower and is back to new one-year lows this morning"
X Link 2025-12-08T15:56Z 256.1K followers, 14.6K engagements

"Key Events Tomorrow CVS $CVS Investor Day Goldman Financial Services Conference UBS Media Conference For more details start a trial at"
X Link 2025-12-08T22:35Z 256.1K followers, 7098 engagements

"The Utilities sector $XLU has gone from "first to worst" over the last few weeks. Now extreme oversold X stocks above 50-DMAs a breakdown in the % above 200-DMAs new lows in relative strength"
X Link 2025-12-09T13:29Z 256.1K followers, 11.4K engagements

"Utilities have fallen hard since mid-October breaking their uptrend hitting new relative-strength lows and sending all the stocks in the sector below their 50-DMAs. Even with the power demands of AI $XLU vs $XLK is not even close Read today's Morning Lineup at"
X Link 2025-12-09T14:43Z 256.1K followers, 6607 engagements

"What's gotten into Bitcoin this morning"
X Link 2025-12-09T16:13Z 256.1K followers, 10.5K engagements

"Boeingcoin Boeing $BA has been the most correlated S&P XXX stock with the iShares Bitcoin ETF $IBIT over the last year:"
X Link 2025-12-09T20:21Z 256.1K followers, 7245 engagements

"$19 million traded on Kalshi's Time Person of the Year contracts. "AI" was the leader in the clubhouse but it turns out the winner was "The Architects of AI" so if you had any of them your contract resolved to Yes while "AI" resolved to No"
X Link 2025-12-11T13:31Z 256.1K followers, 7271 engagements

"Long-term investing isn't about timing. It's about time. WATCH:"
X Link 2025-04-24T17:29Z 256.1K followers, 220.8K engagements

"Just after we published this yesterday"
X Link 2025-12-09T18:51Z 256.1K followers, 16.8K engagements

"Key Earnings Reports Tomorrow Before the Open: Chewy $CHWY REV $REVG After the Close: Adobe $ADBE Nordson $NDSN Oracle $ORCL Oxford Industries $OXM Synopsys $SNPS Vail Resorts $MTN For more details start a trial at"
X Link 2025-12-09T22:30Z 256.1K followers, 6633 engagements

"Precious metals have been some of the years top performers with silver up XXX% platinum up XX% and gold up 60%. Those gains would rank among the best-returning stocks in the S&P XXX outpacing most of tech. Read today's Morning Lineup at"
X Link 2025-12-10T14:19Z 256.1K followers, 5773 engagements

"Key Earnings Reports Tomorrow Before the Open: Ciena $CIEN Lovesac $LOVE After the Close: Broadcom $AVGO Costco $COST lululemon athletica $LULU RH $RH For more details start a trial at"
X Link 2025-12-10T22:30Z 256.1K followers, 6680 engagements

"Key Events Tomorrow (ET) 10:30 AM: EIA Natural Gas Inventories Investor Days: Weyerhaeuser $WY Watsco $WSO Other: Nuclear Energy Forum Barclays Technology Conference For more details start a trial at"
X Link 2025-12-10T22:35Z 256.1K followers, 6337 engagements

"Prior to this morning Oracle's $ORCL biggest gap down on earnings since 2001 was a XX% drop at the open on 12/21/11. It is currently set to open down XXXX% which would be its biggest post-earnings gap down since at least 2001 when our earnings database begins"
X Link 2025-12-11T13:39Z 256.1K followers, 7223 engagements

"17 years ago today on 12/11/08 breaking news hit of Bernie Madoff's arrest for a multi-billion dollar decades-long ponzi scheme"
X Link 2025-12-11T14:03Z 256.1K followers, 5423 engagements

"Interesting that the most correlated non-Tech stocks with NVIDIA $NVDA over the last three months have all been Financials like Robinhood $HOOD Piper Sandler $PIPR and Carlyle $CG"
X Link 2025-08-26T12:17Z 256.1K followers, 8820 engagements

"Key Earnings Reports Tomorrow Before the Open: Academy Sports $ASO AutoZone $AZO Caleres $CAL Campbell Soup $CPB Core & Main $CNM Ferguson $FERG G-III Apparel $GIII Korn Ferry $KFY Ollies Bargain Outlet $OLLI After the Close: AeroVironment $AVAV Casey's General $CASY Cracker Barrel $CBRL GameStop $GME For more details start a trial at"
X Link 2025-12-08T22:30Z 256.1K followers, 7292 engagements

"Key Economic Indicators on Tap Today (ET) X AM: NFIB Small Business Optimism XX AM: JOLTS For more details start a trial at"
X Link 2025-12-09T11:51Z 256.1K followers, 5922 engagements

"Walmart's CEO Doug McMillon said on @SquawkCNBC this AM that AI will drive big changes to the user experience on $WMT's website/app including that if you're browsing for fun it may look more like TikTok. 👀"
X Link 2025-12-09T13:10Z 256.1K followers, 5780 engagements

"Note the series of higher highs and higher lows since Bitcoin $BTC made its recent low in November. This is how downtrends break and new uptrends form"
X Link 2025-12-09T17:12Z 256.1K followers, 7156 engagements

"JPMorgan Chase is having its worst day since the week of the tariff-tantrum after Liberation Day. $JPM"
X Link 2025-12-09T19:31Z 256.1K followers, 8949 engagements

"Morning Note - 12/10/25 - Hot Rocks"
X Link 2025-12-10T14:19Z 256.1K followers, 4853 engagements

"If silver was an S&P XXX company it would be the tenth-best-performing stock in the S&P XXX. Platinum and gold would also be in the top 50"
X Link 2025-12-10T18:56Z 256.1K followers, 6866 engagements

"UGLY morning for the market so far with the Nasdaq XXX $QQQ quickly down XXXX% in the first XX minutes of trading after a gap down then an XX bps intraday drop"
X Link 2025-12-11T15:00Z 256.1K followers, 5273 engagements

"Key Earnings Reports Tomorrow Before the Open: ADT $ADT American Airlines $AAL Blackstone $BX Dow $DOW Flex $FLEX Honeywell $HON L3Harris $LHX Mohawk $MHK Tractor Supply $TSCO Valero Energy $VLO After the Close: Edwards Lifesciences $EW Intel $INTC Newmont $NEM Weyerhaeuser $WY For more details start a trial at"
X Link 2025-07-23T21:30Z 256.1K followers, 7444 engagements

"Key Earnings Reports Tomorrow Before the Open: Core & Main $CNM Korn Ferry $KFY SailPoint $SAIL After the Close: AeroVironment $AVAV Calavo Growers $CVGW GameStop $GME Oracle $ORCL Synopsys $SNPS For more details start a trial at"
X Link 2025-09-08T21:30Z 256.1K followers, 8096 engagements

"Key Earnings Reports Tomorrow Before the Open: Ally Financial $ALLY American Express $AXP Autoliv $ALV Comerica $CMA Fifth Third $FITB Huntington Bancshares $HBAN Regions Financial $RF SLB $SLB State Street $STT Truist $TFC After the Close: None For more details start a trial at"
X Link 2025-10-16T21:30Z 256.1K followers, 8437 engagements

"Key Earnings Reports Tomorrow Before the Open: AbbVie $ABBV AGCO $AGCO Aon $AON Cboe Global Markets $CBOE Church & Dwight $CHD Colgate-Palmolive $CL Canadian National Rail $CNI Chevron $CVX Lear $LEA Linde $LIN LyondellBasell $LYB nVent Electric $NVT Newell Brands $NWL T. Rowe Price $TROW Exxon Mobil $XOM After the Close: None For more details start a trial at"
X Link 2025-10-30T21:30Z 256.1K followers, 10.2K engagements

"Key Earnings Reports on Monday (ET) Before the Open: Ares Management $ARES IDEXX Labs $IDXX Kontoor Brands $KTB ON Semi $ON Public Service $PEG After the Close: Clorox $CLX Eastman Chemical $EMN Goodyear Tire $GT Hologic $HOLX Palantir $PLTR Simon Properties $SPG Unum $UNM Vertex Pharma $VRTX Williams Companies $WMB For more details start a trial at"
X Link 2025-10-31T21:30Z 256.1K followers, 9836 engagements

"Key Earnings Reports Tomorrow Before the Open: ADM $ADM Apollo $APO Eaton $ETN Marriott $MAR Marathon Petroleum $MPC Pfizer $PFE Shopify $SHOP Spotify $SPOT Uber $UBER Zoetis $ZTS After the Close: Advanced Micro Devices $AMD Amgen $AMGN Int'l Flavors & Fragrances $IFF Live Nation $LYV Super Micro Computer $SMCI For more details start a trial at"
X Link 2025-11-03T22:30Z 256.1K followers, 11.2K engagements

"Companies related to US employment haven't been looking so hot for months now. Fed take note"
X Link 2025-11-06T17:24Z 256.1K followers, 8123 engagements

"Key Earnings Reports Tomorrow Before the Open: Duke Energy $DUK Enbridge $ENB Constellation Energy $CEG CNH Industrial $CNH Fluor $FLR Telus $TU Delek US $DK KKR $KKR Brookfield Infrastructure $BIP Franklin Resources $BEN American Axle $AXL Six Flags $FUN Sylvamo $SLVM Conduent $CNDT Gray Media $GTN After the Close: None For more details start a trial at"
X Link 2025-11-06T22:30Z 256.1K followers, 8227 engagements

"Key Earnings Reports Tomorrow Before the Open: Arcos Dorados $ARCO GlobalFoundries $GFS Hudbay Minerals $HBM On $ONON Tencent Music $TME Transdigm $TDG After the Close: Cisco $CSCO Flutter Entertainment $FLUT Pan Am Silver $PAAS Tetra Tech $TTEK For more details start a trial at"
X Link 2025-11-11T22:30Z 256.1K followers, 9077 engagements

"Key Earnings Reports Tomorrow Before the Open: Bilibili $BILI Birkenstock $BIRK Canadian Solar $CSIQ Edgewell Personal Care $EPC JDcom $JD MarineMax $HZO Sally Beauty $SBH Spectrum Brands $SPB Disney $DIS After the Close: Applied Materials $AMAT Beazer Homes $BZH For more details start a trial at"
X Link 2025-11-12T22:30Z 256.1K followers, 9459 engagements

"Key Earnings Reports on Monday Before the Open: Aramark $ARMK Brady $BRC J&J Snack Foods $JJSF JinkoSolar $JKS After the Close: None For more details start a trial at"
X Link 2025-11-14T22:30Z 256.1K followers, 8098 engagements

"Key Earnings Reports Tomorrow Before the Open: Aecom Tech $ACM Amer Sports $AS Baidu $BIDU BellRing Brands $BRBR Energizer $ENR Home Depot $HD James Hardie $JHX Medtronic $MDT PDD $PDD After the Close: Helmerich & Payne $HP La-Z-Boy $LZB Sociedad Quimica y Minera $SQM For more details start a trial at"
X Link 2025-11-17T22:30Z 256K followers, 8559 engagements

"Oracle $ORCL CDS (credit default swaps) priced at XXXXX means it costs $XXXXXX per year to insure $10000 of Oracle debt against default for the duration of the 5-year contract"
X Link 2025-11-18T17:23Z 256.1K followers, 8042 engagements

"Key Earnings Reports Tomorrow Before the Open: Bath & Body Works $BBWI Construction Partners $ROAD Jacobs Solutions $J MAXIMUS $MMS NetEase $NTES Vipshop $VIPS Walmart $WMT Warner Music $WMG After the Close: Copart $CPRT Gap $GAP Intuit $INTU Post $POST Ross Stores $ROST For more details start a trial at"
X Link 2025-11-19T22:30Z 256.1K followers, 8643 engagements

"Key Earnings Reports Tomorrow Before the Open: BJ's Wholesale $BJ Buckle $BKE Moog $MOG.A After the Close: None For more details start a trial at"
X Link 2025-11-20T22:30Z 256K followers, 7409 engagements

"Key Earnings Reports on Monday Before the Open: None After the Close: Agilent $A Keysight $KEYS Symbotic $SYM Woodward $WWD Zoom Communications $ZM For more details start a trial at"
X Link 2025-11-21T22:30Z 256K followers, 7715 engagements

"Key Events on Monday (ET) Apollo $APO Business Update For more details start a trial at"
X Link 2025-11-21T22:37Z 256.1K followers, 8114 engagements

"Even as levels of economic sentiment fall to historic lows and economic uncertainty remains near historic highs corporate America doesn't get much more optimistic than it did during Q3 earnings season"
X Link 2025-11-23T19:55Z 256.1K followers, 9170 engagements

"Key Events Tomorrow (ET) Before the Open: Abercrombie & Fitch $ANF Alibaba $BABA Analog Devices $ADI Best Buy $BBY Burlington Stores $BURL Dick's Sporting Goods $DKS J.M. Smucker $SJM Kohl's $KSS After the Close: Dell $DELL HP $HPQ NetApp $NTAP Nutanix $NTNX Petco $WOOF Urban Outfitters $URBN Workday $WDAY For more details start a trial at"
X Link 2025-11-24T22:30Z 256.1K followers, 7478 engagements

"Key Economic Indicators on Tap Today (ET) XX AM: Richmond Fed Consumer Confidence Pending Home Sales For more details start a trial at"
X Link 2025-11-25T11:50Z 256K followers, 8987 engagements

"Here's a look at the big bounce from oversold levels that we've seen across major US index ETFs. We went from oversold to overbought in less than a week. Micro-caps $IWC up the most followed by small-caps $IWM then mid-caps $MDY then large-caps $SPY $QQQ"
X Link 2025-11-28T13:30Z 256.1K followers, 9360 engagements

"Futures are lower as the S&P 500s seven-month winning streak the longest since 2021 and one of only XX since WWII starts December on weaker footing after a broad rally pushed most major indices into overbought territory. Read today's Morning Lineup at"
X Link 2025-12-01T14:12Z 256.1K followers, 6337 engagements

"Apple $AAPL + Walmart $WMT or NVIDIA $NVDA + Costco $COST"
X Link 2025-12-02T13:03Z 256.1K followers, 6965 engagements

"The Nasdaq has done very well since the launch of ChatGPT but look at how long it has been since the rolling three-year return was negative"
X Link 2025-12-02T13:58Z 256.1K followers, 5802 engagements

"OpenAI has declared a code red as competition intensifies. Since ChatGPT's release the Nasdaq has rallied more than XXX% extending its record streak of positive three-year returns thats been intact since 2011. Read today's Morning Lineup at"
X Link 2025-12-02T14:26Z 256.1K followers, 6152 engagements

"Key Earnings Reports Tomorrow Before the Open: Dollar Tree $DLTR Macy's $M After the Close: Five Below $FIVE PVH $PVH Salesforce $CRM Snowflake $SNOW UiPath $PATH For more details start a trial at"
X Link 2025-12-02T22:30Z 256K followers, 6138 engagements

"The long Apple $AAPL and Walmart $WMT trade has been on 🔥 lately"
X Link 2025-12-03T12:46Z 256.1K followers, 6111 engagements

"New 52-week highs for Intel $INTC yesterday. Check out the breakout:"
X Link 2025-12-03T12:47Z 256.1K followers, 6187 engagements

"S&P XXX Equal Weight $RSP up XX bps in early trading small-caps $IWM up XX bps. Nasdaq XXX $QQQ down XX bps"
X Link 2025-12-03T14:44Z 256.1K followers, 6305 engagements

"Snowflake has had some big gains in reaction to its last four earnings reports and shares have doubled during the current streak. $SNOW"
X Link 2025-12-03T20:59Z 256.1K followers, 7176 engagements

"Key Events Tomorrow (ET) 10:30 AM: EIA Natural Gas Stockpiles XX PM: Fed Governor Bowman on Supervision & Regulation Other: Edwards Lifesciences $EW Investor Day Goldman Industrial Conference UBS Technology Conference For more details start a trial at"
X Link 2025-12-03T22:35Z 256K followers, 6839 engagements

"Whoa. Softbank has been on a wild ride. Over the last XX trading days it has had 5%+ daily moves XX times"
X Link 2025-12-04T14:02Z 256.1K followers, 5754 engagements

"Softbank $SFTBY shares are rallying as it plans to increase its investment in OpenAI. The stock has been on a rollercoaster swinging down XX% from its high in late October yet still XX% above its 200-DMA. Read today's Morning Lineup at"
X Link 2025-12-04T14:25Z 256K followers, 6231 engagements

"Would you believe that the most correlated S&P 1500 non-Tech stock with Apple $AAPL over the last year has been Macy's $M"
X Link 2025-12-05T16:10Z 256K followers, 6417 engagements

"Key Events on Monday Deere $DE Investor Day NextEra Energy $NEE Investor Day UBS Media Conference For more details start a trial at"
X Link 2025-12-05T22:35Z 256.1K followers, 7321 engagements

"Bitcoin (IBIT) After Hours vs. Intraday"
X Link 2025-12-08T19:34Z 256.1K followers, 6764 engagements

"Building materials supplier Builders FirstSource $BLDR is now in a 50%+ drawdown. Traded above $XXX in early 2024. Now below $100/share"
X Link 2025-11-18T15:38Z 256.1K followers, 6876 engagements

"Key Earnings Reports Tomorrow Before the Open: Brown-Forman $BF.B Dollar General $DG Donaldson $DCI Hormel Foods $HRL Kroger $KR Toronto-Dominion Bank $TD After the Close: Cooper $COO DocuSign $DOCU Hewlett Packard $HPE Stitch Fix $SFIX Ulta Beauty $ULTA For more details start a trial at"
X Link 2025-12-03T22:30Z 256.1K followers, 6535 engagements

"Since the iShares Bitcoin ETF $IBIT began trading had you only owned it after hours (buy the close sell the next open) it's up 222%. Had you only owned intraday (buy the open sell the close) it's down 40.5%. (Past performance is no guarantee of future results.)"
X Link 2025-12-09T18:56Z 256.1K followers, 17.5K engagements

"Key Events Tomorrow (ET) X PM: FOMC Rate Decision FOMC SEP 2:30 PM: Powell Press Conference Investor Days: Cognex $CGNX United Natural Foods $UNFI Conferences: Barclays Technology Conference Goldman Financial Services Conference For more details start a trial at"
X Link 2025-12-09T22:35Z 256.1K followers, 6470 engagements

"Powell the Provider. Today was the 11th time since 1994 that the Federal Reserve cut rates when the S&P XXX was within X% of a 52-week high. Nine of those cuts have occurred under Powell"
X Link 2025-12-10T19:49Z 256.1K followers, 8732 engagements

"The Tech sector $XLK is up XX days in a row with XX days of open to close gains and a near-10% move since 11/20 but the most interesting part is that it has rallied with both NVIDIA $NVDA and Microsoft $MSFT -- which account for XX% of the sector -- essentially flat"
X Link 2025-12-11T14:13Z 256.1K followers, 14.6K engagements

"With the S&P XXX back near record highs futures are slightly lower after Oracle's $ORCL earnings rattled AI sentiment. However techs 13-day winning streak continues driven mostly by semiconductor names. Read today's Morning Lineup at"
X Link 2025-12-11T14:39Z 256.1K followers, 4934 engagements

"Dow up XXX% Equal weight S&P up XXX% S&P down XXX% Nasdaq XXX down 1%. Big rotation day so far"
X Link 2025-12-11T16:53Z 256.1K followers, 5780 engagements

"Did the XX AM algos flip bullish"
X Link 2025-12-11T17:24Z 256.1K followers, 5311 engagements