[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@bravosresearch Avatar @bravosresearch Bravos Research

Bravos Research is taking an aggressive approach to investing, making large bets with high portfolio concentration. They recently took a position in Alphabet ($GOOGL) and plan to increase it, citing the stock's XX% earnings growth since July 2024. Meanwhile, they are warning about rising housing and credit card debt, and a potentially overvalued market.

Engagements: XXXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance #6379 stocks XXX% technology brands XXX% cryptocurrencies XXXX%

Social topic influence inflation #198, liquidity #447, ai 4.35%, stocks #1041, economic downturn #64, to the 2.9%, yield curve #7, mortgage rate #86, $googl #1616, tariffs XXX%

Top accounts mentioned or mentioned by @viktorobert @dflentjar @jeremye14577746 @ed_reese @monetarycomm @oskarschobes @deeschay

Top assets mentioned Alphabet Inc Class A (GOOGL) Bitcoin (BTC) Microsoft Corp. (MSFT)

Top Social Posts

Top posts by engagements in the last XX hours

"9/ When this happens it drains liquidity from the broader economy. As the money that could have been allocated towards expansion R&D or construction ends up in cash because of the high returns. This raises the odds of an economic downturn"
X Link 2025-12-09T12:56Z 297.4K followers, 4771 engagements

"5/ The US job market has slowed with the recent data showing almost X job growth. The unemployment rate has also increased by X% over the last X year. This is the same pattern we saw during the early stages of the 2001 and 2008 recessions"
X Link 2025-12-09T12:56Z 297.4K followers, 7071 engagements

"12/ Today we've been following the exact same playbook: Cash yields were pushed above inflation in 20222023 Leading to the record cash accumulation Slowing the economic momentum. So far all of this sounds similar to scenario A"
X Link 2025-12-09T12:56Z 297.4K followers, 3825 engagements

"The yield curve has now been steepening from an inversion This has historically been a very reliable recessionary signal Its pointing to a MAJOR economic turning point in just X months A thread 🧵"
X Link 2025-12-02T14:28Z 297.4K followers, 136.7K engagements

"11/ There is a reason for why the stock market keeps rising despite poor sentiment. This chart shows expected earnings growth for S&P XXX companies over the next X years. It essentially reflects how much growth Wall Street analysts expect over the course of next X years. Right now they expect XX% annual growth nearly 2x the long-term average of about 10%"
X Link 2025-12-11T15:46Z 297.4K followers, 4487 engagements

"15/ When we add the PE ratio we see that higher earnings expectations also make the market more expensive. And more vulnerable if those expectations begin to turn around. This pattern has played out recently as the markets forward PE ratio has climbed to levels last seen during the dot-com bubble"
X Link 2025-12-11T15:46Z 297.4K followers, 3422 engagements

"ALERT: Berkshire Hathaways cash position is now almost XX% of their total assets This is a MAJOR warning signal A thread 🧵"
X Link 2025-11-26T16:59Z 297.4K followers, 279.7K engagements

"4/ Today we have X potential scenarios in the present day. Scenario A - Institutions are holding record cash and are waiting for a market crash just like 2001 2009 and 2020. Scenario B - All of this cash is just about to get redeployed leading to a huge liquidity wave unlike anything since the 1920s"
X Link 2025-12-09T12:56Z 297.4K followers, 7500 engagements

"Every bull market in the past XX years has been ended by X key Macro factor This should NOT be overlooked A thread 🧵"
X Link 2025-12-11T15:45Z 297.4K followers, 103K engagements

"16/ The question is: should we expect these growth expectations to begin rolling over When we look at a XX year chart of the S&P XXX index we can point to just a handful of bear markets that have occurred throughout recent financial history. And our research points to one factor that consistently shows up every time is inflation"
X Link 2025-12-11T15:46Z 297.4K followers, 3329 engagements

"13/ This becomes clearer when we look at the inflation-adjusted home prices which have been trending lower for the last X years. Home prices are still well above pre-pandemic levels but the downward trend is whats easing inflation. And for inflation to reaccelerate home prices would need to start rising again which doesnt appear likely right now"
X Link 2025-12-05T13:12Z 297.4K followers, 1108 engagements

"Michael Burry just revealed X MASSIVE short positions tied directly to the AI Bubble The last time we saw something similar was right before the 2008 Financial Crisis This wont end well A thread 🧵"
X Link 2025-11-24T17:05Z 297.4K followers, 316K engagements

"14/ This is the average mortgage rate in the US that has been shifted forward by a XXX years. Interest rates have by far the biggest influence on the price of homes. When mortgage rates rise home prices tend to fall about XXX years later. When rates fall home prices rise after XXX years as more people are able to purchase homes"
X Link 2025-12-05T13:12Z 297.4K followers, 1233 engagements

"3/ These dates mark X of the biggest economic downturns of the last XX years. Coinciding with the X largest stock market crashes of the last XX years. Once these economic and market crashes ended the sidelined cash got reinvested back in the markets. Leading to long periods of economic stability and strong financial markets"
X Link 2025-12-09T12:56Z 297.4K followers, 8022 engagements

"13/ It seems like we should be on the brink of seeing an economic downturn occur. But if we zoom in a little bit closer we see that the situation is starting to shift. The returns on cash have been falling for a year as the Fed is cutting rates making cash less attractive"
X Link 2025-12-09T12:56Z 297.4K followers, 3618 engagements

"14/ Meanwhile inflation has stayed stuck at around X% level. So the once-wide gap between cash yields and inflation is narrowing quickly. Not only that but the Fed is expected to cut rates further toward X% by mid-2026. That could erase the cash yields and inflation gap entirely"
X Link 2025-12-09T12:56Z 297.4K followers, 3533 engagements

"18/ Inflation is by far the most impactful variable on interest rates. That is through its impact on the central bank's policies. And by making debt investors seek higher interest rates when inflation levels are higher. So High inflation Tighten monetary conditions Reduces liquidity Selling pressure on stocks"
X Link 2025-12-11T15:46Z 297.4K followers, 3048 engagements

"2/This chart compares the euphoria of the 2025 AI boom with the Bitcoin frenzy of 2017 and the housing bubble of 2005 using Google search trends What stands out are the dates: August 2005 = housing market downturn December 2017 = Bitcoin beginning an XX% drawdown"
X Link 2025-11-24T17:05Z 297.3K followers, 25K engagements

"2/ The yield curve has officially begun a countdown that will bring the economy to a major turning point in 3-months. You see exactly X year ago the yield curve did what we call a steepening. It came out of one of the longest inversions on record crossing back above the 0-line"
X Link 2025-12-02T14:28Z 297.3K followers, 7340 engagements

"10/ Indeed the most recent inflation report shows that the price of bananas are up X% over the past year beef and veal are up XXXX% and coffee is up by 18.9%. Now Tariffs have likely played a significant role in these massive price increases. But with so many everyday items rising by double digits many are wondering how the official US inflation rate can still sit at just 3%"
X Link 2025-12-05T13:12Z 297.3K followers, 1226 engagements

"11/ The answer becomes clear when breaking the CPI into its different components. Goods inflation has risen partly due to tariffs. But goods are a relatively small share of the CPI and rarely drive the overall inflation rate"
X Link 2025-12-05T13:12Z 297.3K followers, 1123 engagements

"3/ This same pattern showed up in 2020 and was followed by a recession within a year. It also happened in 2007 2001 1989 and even in 1929. Yet here we are in 2025 a year after the steepening with: - No NBER-declared recession. - Stocks near all-time highs. - Real GDP growth at 23%"
X Link 2025-12-02T14:28Z 297.3K followers, 6849 engagements

"15/ When you invert mortgage rates the relationship becomes almost a mirror image. Todays rates point to continued softness in home prices until at least early 2027. This implies that shelter inflation is unlikely to pick up until mortgage rates decline which hasnt happened yet. But the category that drives significant changes in inflation isnt shelter its energy"
X Link 2025-12-05T13:12Z 297.3K followers, 1195 engagements

"16/ Energy is a lot more volatile component of the CPI. Because it depends greatly on the price of oil which has large up and down moves. Thats why the energy component of the CPI can quickly move from -ve to +ve. And unlike core services which move slowly energy impacts everything. If gasoline prices surge transportation manufacturing costs and service prices jumps as a result"
X Link 2025-12-05T13:12Z 297.4K followers, 7493 engagements

"Commodity prices are up by XXX% since 2020 But personal income has risen by only XX% This Cost of Living gap is unsustainable A thread 🧵"
X Link 2025-12-05T13:12Z 297.4K followers, 69.5K engagements

"8/ Institutions dont hold record amounts of cash because they have some kind of inside information. They make their decision to hold cash based on how attractive cash returns are relative to other assets. When cash is attractive corporations people institutions hoard more cash to get high fixed returns"
X Link 2025-12-09T12:56Z 297.4K followers, 4993 engagements

"15/ So cash is quickly going from generating a +ve return on investment to now generating practically X% returns. And this could actually turn cash into potential fuel for the rest of the economy"
X Link 2025-12-09T12:56Z 297.4K followers, 3276 engagements

"12/ These are expectations based on real earnings growth that S&P XXX companies are posting. Most notably the handful of large tech companies have boosted their revenues such as: - Google and Meta from ad monetization - Amazon from cloud services - Microsoft from AI software - Nvidia from rising semiconductor demand All of these do not show the real state of the American consumer"
X Link 2025-12-11T15:46Z 297.4K followers, 4012 engagements

"19/ For X years we have been of the opinion that this bull market is unlikely to end unless inflation turns back up. We've also been of the opinion that inflation would continue to trend lower allowing stocks to continue moving higher. So while todays market may look disconnected from economic reality the typical catalyst that ends such periods has not appeared yet"
X Link 2025-12-11T15:46Z 297.4K followers, 3376 engagements