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@conorsen Avatar @conorsen Conor Sen

Conor Sen posts on X about housing market, vix, money, mike tyson the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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Social Influence #

Social category influence finance XXXX% stocks XXXX% cryptocurrencies XXXX% celebrities XXXX% technology brands XXXX%

Social topic influence housing market #133, vix #313, money 0.42%, mike tyson 0.21%, longterm 0.21%, deflation 0.21%, fell 0.21%, state of 0.21%, economic downturn 0.21%, $zion XXXX%

Top accounts mentioned or mentioned by @opinion @thestalwart @atlasinvst @rev_cap @inmanroshi @mattzeitlin @goandupyourrank @harrisongould_ @atlas_invst @sidprabhu @groditid @jbsdc @ljkawa @mikemitchnh @modestproposal1 @mwgarbett @revcap @gawillstewart @ridleydm @business

Top assets mentioned Zions Bancorporation, NA. (ZION) Bitcoin (BTC) Robinhood Markets, Inc. (HOOD) Builders FirstSource, Inc. (BLDR) Ares Protocol (ARES) Apollo Global Management, Inc. (APO) OwlDAO (OWL) KKR & Co, Inc. (KKR) Oracle Corporation (ORCL) Advanced Micro Devices (AMD)

Top Social Posts #

Top posts by engagements in the last XX hours

"Curious to see how retail traders handle a quick move to VIX 30"
X Link @conorsen 2025-10-16T16:37Z 102.1K followers, 10.4K engagements

"@kkmaway Like Mike Tyson says everyones a long-term investor until the VIX hits 30"
X Link @conorsen 2025-10-16T23:25Z 102.1K followers, 1290 engagements

"So thats the best inning in Seattle baseball since the Double huh"
X Link @conorsen 2025-10-18T01:04Z 102.1K followers, 6883 engagements

"More shelter deflation coming in CPI et al"
X Link @conorsen 2025-10-08T23:11Z 102.1K followers, 20.4K engagements

"Outside of the labor market getting worse the housing market getting worse oil mostly going down and the positive carry optionality of an AI bust I cant think of any reasons to own bonds"
X Link @conorsen 2025-10-14T14:18Z 102.1K followers, 66K engagements

"Universities 🤝 Legacy media companies Trying to stave off demographic decline by investing in football"
X Link @conorsen 2025-10-10T14:44Z 102.1K followers, 36.9K engagements

"Would read something about the CBC angle here"
X Link @conorsen 2025-10-15T17:24Z 102.1K followers, 15.2K engagements

"If youre not legally required to do it why would you ever draw a D+40 district in a state where there are GOP seats Its leaving money on the table"
X Link @conorsen 2025-10-15T18:45Z 102.1K followers, 8436 engagements

"LLMs launching ad businesses in an economic downturn is going to create some pain for incumbents"
X Link @conorsen 2025-10-15T18:35Z 102.1K followers, 8385 engagements

"@atlas_invst Im short-term doomerish"
X Link @conorsen 2025-10-16T23:20Z 102.1K followers, 1909 engagements

"@LJKawa Why is $ZION down XX% on a $50M loss"
X Link @conorsen 2025-10-16T20:14Z 102.1K followers, 1250 engagements

"Completely unrelated to being a parent in my 40s I feel like theres a real youth sports boom going on and you never see single people in their 20s anymore so different from XX years ago"
X Link @conorsen 2025-10-05T17:54Z 102.1K followers, 62.2K engagements

"In the mid-2000s there were all the housing bubble blogs and eventually ZH in 2000 there was f*cked company. Im surprised nobodys creating one of those for this cycle yet feels like itd be a good substack idea for someone"
X Link @conorsen 2025-10-10T13:36Z 102.1K followers, 9402 engagements

"The data center angst feels like a leading indicator of a broader economic development question about if the public will ever support high-value industrial activity that: -uses a lot of power -doesnt create many jobs Because that seems like the future of manufacturing"
X Link @conorsen 2025-10-07T14:30Z 102.1K followers, 49K engagements

"In the mid-late 2000s most of the housing market commentary was about the south/southwest. Yet today its almost entirely dominated by coastal discourse given how supply-constrained those markets are (understandable) but its left a vacuum when it comes to FL/TX/etc"
X Link @conorsen 2025-10-13T22:30Z 102.1K followers, 10.3K engagements

"Lots of understandable discourse about how AI is this huge magnet for capital but it's underappreciated how nobody wants to put money into residential real estate right now and would rather buy literally anything else -- gold silver bitcoin rolls of dirty pennies moldy books"
X Link @conorsen 2025-10-08T18:00Z 102.1K followers, 20.3K engagements

"@buccocapital Another way of thinking about it is if you just have mid returns during the expansions but dont get obliterated in the downturns youll come out fine"
X Link @conorsen 2025-10-14T00:36Z 102.1K followers, 23.5K engagements

"Something Ive come to believe over the past few months is housing demand is not going to be meaningfully responsive to non-recessionary mortgage rates:"
X Link @conorsen 2025-10-16T12:50Z 102.1K followers, 27.6K engagements

"Wow bringing out the big guns early"
X Link @conorsen 2025-10-16T00:37Z 102.1K followers, 15.9K engagements

"Yeah the debasement narrative is a garbage take by people who are garbage at macro. Any trade thats been at the intersection of AI bulls goldbugs/cranks and deficit worriers has been a big winner"
X Link @conorsen 2025-10-14T17:07Z 102.1K followers, 51.2K engagements

"Cash (4% Fed Funds) is beating home price appreciation (depreciation really) in most of the country"
X Link @conorsen 2025-10-10T20:17Z 102.1K followers, 18.1K engagements

"I think Id do the same amount of work in 20-30% of the time and then Id be way too into FanDuel or crypto or Robinhood"
X Link @conorsen 2025-10-14T00:29Z 102.1K followers, 32.6K engagements

"@modestproposal1 $BLDR"
X Link @conorsen 2025-09-25T20:01Z 102.1K followers, 10.6K engagements

"Trump seems to be intentionally ignoring the shutdown to deprive it of oxygen"
X Link @conorsen 2025-10-15T11:27Z 102.1K followers, 16.6K engagements

"Tariffs tax cuts deficits AI boom and yet 10-year yields are down 55bps YTD:"
X Link @conorsen 2025-10-15T11:52Z 102.1K followers, 50.3K engagements

"Any news on $ARES $APO $OWL $KKR type names They're really getting blasted"
X Link @conorsen 2025-09-24T19:57Z 102.1K followers, 58.3K engagements

"If private credit has to actually start taking underwriting seriously thatd be bearish"
X Link @conorsen 2025-10-09T18:20Z 102.1K followers, 33.6K engagements

"Soybean war headline:"
X Link @conorsen 2025-10-14T19:43Z 102.1K followers, 235.3K engagements

"I didnt appreciate that OpenAI could have this much of an impact on the share price of companies as big as $ORCL and $AMD"
X Link @conorsen 2025-10-06T11:24Z 102.1K followers, 10.1K engagements

"@atlas_invst What bailouts in the early 2000s And then TARP was targeted at the banks rather than households or general businesses"
X Link @conorsen 2025-10-11T17:09Z 102.1K followers, XXX engagements