@investingluc LucLuc seems to be making moves in the stock market, with some users discussing his trades and investments in various companies. One user mentioned that Luc likes $FIG at $58 and has expressed confidence in his due diligence. Luc's activities and opinions are being shared and discussed on social media, with some users following his lead and making their own trades.
Social category influence stocks 40.98% finance 30.33% technology brands 15.57% cryptocurrencies 7.38% automotive brands 6.56% social networks 6.56% countries 4.92% celebrities 3.28% fashion brands 1.64% travel destinations 1.64%
Social topic influence in the 11.48%, ai 9.84%, $hood #673, ceo 5.74%, stocks #2020, crypto 5.74%, this is 4.92%, $nvda #2259, strong #1774, we are 4.1%
Top accounts mentioned or mentioned by @kobeissiletter @finvizcom @rogerbilleci @trendspider @unusualwhales @yahoofinance @mrderivatives @ohiain @winggirltrader @bradocapital @prosperousguy @chriscamillo @altindexapp @blackpanthercap @glitzpinkmama @feroceresearch @xt1t00 @bradenleroy @tradableastro @bullflowio
Top assets mentioned Robinhood Markets, Inc. (HOOD) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Intel Corporation (INTC) Hims & Hers Health, Inc. (HIMS) Opendoor Technologies Inc Common Stock (OPEN) Amazon.com, Inc. (AMZN) Exxon Mobil (XOM) SPDR S&P [---] ETF Trust (SPY) Palantir Technologies Inc. (PLTR) XPENG INC. (XPEV) GXO Logistics, Inc. (GXO) Symbotic Inc. Class A Common Stock (SYM) Medtronic PLC (MDT) OpenServ (SERV) Auto (AUTO) Measurable Data Token (MDT) PTC Inc (PTC) Iris Energy Limited (IREN) Microsoft Corp. (MSFT) Rivian Automotive, Inc. (RIVN) MP Materials Corp. (MP) USA Rare Earth, Inc. Class A Common Stock (USAR) Novo-Nordisk (NVO) Target Corporation (TGT) Rocket Companies, Inc. (RKT) Lucid Group Inc (LCID) RAI Finance (SOFI) Vertiv Holdings Co (VRT) BITMINE IMMERSION TECH (BMNR)
Top posts by engagements in the last [--] hours
"I'm a quiet guy. Don't like public attention that much. And my personality bleeds into my trading in the same way. I avoid what I call "maximum visibility". If a stock is at the top of every headline I don't touch for at least a week. For most plebs.it's the opposite. Everyone's talking about popular stock so you must buy. Hot girl in the red dress syndrome. Grass isn't always greener though. Social media has a funny way of creating a false sense of urgency. Your buddy Tom Lee says ETH is going to a bazillion. Saylor's spamming "more orange dots". Big influencers like antonio linguine"
X Link 2026-02-09T22:14Z 23.5K followers, 11.3K engagements
"WHAT IS GOING ON I LOVE YOU @Mr_Derivatives Every now and then I like to spotlight a small Fintwit account I feel is worthy of a larger following. This one is not a request by them a sponsored ad or paid affiliation. Nothing. I just want to use my platform to help someone that is an up and coming Fintwitter in the Every now and then I like to spotlight a small Fintwit account I feel is worthy of a larger following. This one is not a request by them a sponsored ad or paid affiliation. Nothing. I just want to use my platform to help someone that is an up and coming Fintwitter in the"
X Link 2025-09-26T16:44Z 23.4K followers, 142.5K engagements
"$BNMR little update in case you missed the original. Increasing volume on up days.decreasing volume on down days. Last two days SAME thing. I have not seen too many setups this attractive.with a story to back it up. We are up 6% already. $BMNR can see $75 fast. $BMNR for bulls 👀's only. Everyone sees the flag right Look closer. Increasing volume as the stock moves up within the flag (green boxes) Lower / decreasing volume on any periods of selling (red boxes) This is TEXTBOOK. $BMNR I want $100 now trading at $53. https://t.co/sxsgMmqaM8 $BMNR for bulls 👀's only. Everyone sees the flag"
X Link 2025-10-04T22:06Z 23.4K followers, 38.2K engagements
"I am about to really $OPEN this can of worms. $OPEN has quite the story and this one gets DEEP. Let's start where it all began with a quick backstory. Founded in [----] by Eric Wu @rabois + others Opendoor's goal was to simplify home sales with "AI-driven" pricing & cash offers. This is important.(keep @rabois & "ai pricing" in the back of your mind for now). It SPAC'd in [----] at a $4.8B valuation.cool right No. $1.4B in [----] losses and [---] layoffs later it was a DEAD company. They needed a mega shakeup. On September 10th of this year co-founder @rabois orchestrated a dramatic revival attempt."
X Link 2025-10-07T23:43Z 23.4K followers, 191.3K engagements
"Investing does NOT mean holding until someone has to pry the shares out of your hands in the casket. Investing means: I believe in a company and will invest in its future UNTIL something fundamentally or technically shifts within the companys leadership business model technology etc. This could be years months or even days. But when this happens you adjust your position (buy/sell) accordingly. This is investing"
X Link 2025-10-08T20:39Z 23.4K followers, 44.6K engagements
"$JD at $33 is going to look criminal in a year. Retesting breakout level now. $27B in cash $1.5B buyback in H1 [----] $49.8B revenue in Q2 '25. Most wouldn't touch China right now but that's the opportunity. $JD now $33.20"
X Link 2025-10-14T00:30Z 23.4K followers, 30.3K engagements
"The next big theme will be robotics. Here's a list.(bookmark this puppy): Logistics $AMZN Amazon $SYM Symbotic $SERV Serve Robotics $AUTO AutoStore $GXO GXO Logistics Robotics Software $NVDA NVIDIA $PTC PTC Healthcare Robotics $MDT Medtronic $SYK Stryker $ARAY Accuray $ISRG Intuitive Surgical Industrial Robotics $TSLA Tesla $HON Honeywell $TER Teradyne $LECO Lincoln Electric Robotics Automation $ROK Rockwell Automation $ABBN ABB $ZBRA Zebra Technologies $CGNX Cognex $PATH UiPath $PEGA Pegasystems Defense Robotics $AVAV AeroVironment $KTOS Kratos $LMT Lockheed Martin $NOC Northrop Grumman $BA"
X Link 2025-10-21T02:27Z 23.4K followers, 135.8K engagements
"Underline this in your notes.actually just $CRCL it. I just found something very interesting about $CRCL. There's $7.5M+ of premium on the 11/21 $385 calls. With only [--] trading days until November 21st. These are $385 calls.meaning to go "in the money" the stock has to increase 200%. 200% in [--] trading days. Possible Maybe. Here's what is odd. The "Payments Innovation Conference" was held on October 21st (two days ago). One of the speakers was our buddy $CRCL president Heath Tarbert. Heath was slated to speak at 10:50am-11:50am. .and [--] minutes before Tarbert goes on stage a $3.7M call"
X Link 2025-10-23T23:16Z 23.4K followers, 89.7K engagements
"Nottt going go all conspiracy theorist on ya but. $HOOD CEO looking forward to tokenizing real estate. $OPEN CEO retweeting Vlad's tweet about how "tokenization will eat the financial system". Robinhood x Opendoor collab to bring real estate on-chain soon"
X Link 2025-10-24T12:03Z 23.4K followers, 87.3K engagements
"There's something bigger coming with $CRWV. - $CRWV represents about 91% () of $NVDA's reported public-stock holdings - Merger meeting coming on October 30th - Huang called them instrumental in the world's AI infrastructure. - $NVDA CEO Jensen Huang meeting with Trump. $CRWV now $139.gimme $200"
X Link 2025-10-28T15:45Z 23.4K followers, 49.6K engagements
"I was [--] years old. I just had my first "big" trade making about $10K in profit (hey it was big for me back then.). I thought I was set for life. I thought this game was easy. I thought I had won. That big (lucky) "win" turned out to be the start of a long learning curve. Blown up accounts losing money on short term options using college tuition money to try and "make it back". I learned (the hard way) how to PRESERVE money before ever trying to multiply it. If you're new/learning the best things I can tell you are: - uses commons.play without leverage or time decay - expand your timeframes"
X Link 2025-10-28T19:35Z 23.4K followers, 12.4K engagements
"Don't sleep on $XOM. The "data center" (and energy) trade is HOT right now. $XOM is involved: - publicly talking about being "an energy source for AI demand" - partnered with $INTC (which the gov't owns 10% of) for "data center cooling fluid" $XOM looks strong now $116"
X Link 2025-10-30T17:02Z 22.9K followers, 15.9K engagements
"Suddenly youre [--]. Cute wife couple of kids church on Sundays and still LOVE markets. Still waking up at 6am checking your positions. But its different now. You arent [--] with no responsibilities no bills no family. You cant (shouldnt) do the 0DTE memecoin penny stock leveraged heavy margingames. Huge losses CANT happen consistently. So you make the decision to change it up. Commons compounding deep research longer time frames swing trading. You build disgusting levels of wealth without carrying massive risk daily. Its time. Luc♥ Suddenly you're [--]. You make your coffee rush to work come home"
X Link 2025-11-02T17:50Z 23.4K followers, 1.8M engagements
"It's 1pm on a Tuesday. You're sitting at your desk.checking your portfolio. Can't focus on your day job. You're scrolling x. Red charts. Bitcoin down. SPY dropping. VIX up. You look for any posts to make yourself feel better. Searching your tickers hoping some big x "gurus" haven't sold.hoping that big account is still bullish. I used to do all of this. But Luc how can I be comfortable amongst "chaos" - stop looking for validation in others.have YOUR plan and stick to your rules - expand your timeframe and use shares - if you feel the need to aggressively check your portfolio hoping things"
X Link 2025-11-04T19:15Z 23.4K followers, 38.9K engagements
"2 weeks ago you were 30% cash. You added to your fav stocks on the recent dips. Deployed 20% of your cash into those. Great but now you have 10% cash left the rest is invested. On Monday during the mini-selloff in $SPY you added to all your fav positions again. Awesome but now you are fully invested across positionsno cash for dips. Today more dips. Discounts. Things on sale. You start to sweat as your now heavy positions sink lowerand you have no cash for adds. This is when you have to patient (in BOTH ways). - patient to add if you see continued short term weakness in $SPY esp when"
X Link 2025-11-07T13:33Z 23.4K followers, 225.7K engagements
"$HIMS is a sleeper. FOUR interesting catalysts I see. Let's dive into her.(uhh I mean him). First $HIMS events page shows something's up on November 13th '25 at 9am PST. It's titled "Look inside".let's keep an eye on that. Moving along on June 3rd '25 $HIMS acquired Zava planning major global expansion in European markets "in the coming quarters". We are now in those "coming quarters". Look for some new buzz on Europe soon. Don't forget the acquisition of a US-based peptide company back in February '25. Google searches for "peptides" have been going straight up over the last 18"
X Link 2025-11-09T23:21Z 23.4K followers, 21.7K engagements
"$IREN can be a MONSTER in the making. First when JP Morgan + CitiGroup increase their stakes in $IREN by 2600% and 112%().you do a double take. Confidence sure. But what else Welp how about a 5-year $9.7B deal with $MSFT .or maybe a $5.8B deal with $DELL Perhaps also being designated a "preferred partner" of $NVDA New CFO projecting $3.4B in AI cloud revenue by "end of 2026" is the cherry on top. Big goals institutional backing huge partners hot industry. Chart looks attractive for an initial entry at $60.17. $IREN thesis + story looks solid. - Luc"
X Link 2025-11-11T03:26Z 23.4K followers, 51K engagements
"You're delusional if you think you're bottom-ticking every entry when building a position. Sometimes you'll be early sometimes late. .but SCALE into trades. Going full size in a single order destroys your mental game + sets you up for failure. Huge part of the game"
X Link 2025-11-12T18:14Z 22.7K followers, 65.9K engagements
"Glad this guy is out as CEO.time for a $FRSH start. Girish Mathrubootham was the founder of $FRSH serving as CEO until [----]. He transitioned to executive chairman from May '24 to September '25. Girish was heavily selling shares during his entire tenure. In September Girish announced he will be fully exiting the company on December 1st '25 to start an investment firm. Lawsuits co-founder drama negative press.this was a long overdue (and much needed) change. And the result [--] months later the CEO & COO are both buying $2M worth of shares on the open market. First insider buys in years. The"
X Link 2025-11-15T03:47Z 22.8K followers, [----] engagements
"Don't overlook these little comments. They reveal a lot about future plans. Robotics can be far bigger than anyone expects. Here's my updated list.(bookmark this puppy): Logistics $AMZN Amazon $SYM Symbotic $SERV Serve Robotics $AUTO AutoStore $GXO GXO Logistics Mobility Robotics $TSLA Tesla $RIVN Rivian $XPEV Xpeng Robotics Software $NVDA NVIDIA $PTC PTC Healthcare Robotics $MDT Medtronic $SYK Stryker $ARAY Accuray $ISRG Intuitive Surgical Industrial Robotics $HON Honeywell $TER Teradyne $LECO Lincoln Electric Robotics Automation $ROK Rockwell Automation $ABBN ABB $ZBRA Zebra Technologies"
X Link 2025-12-03T13:34Z 23.4K followers, 73K engagements
"New peeps I have investing in my @ but investing (to me) does NOT mean holding a stock until someone has to pry the shares out of your hands in the casket. Investing meansI believe in a company and will invest in its future UNTIL something fundamentally or technically shifts within the companys leadership business model technology etc. This could be years months or even days. But when this happens I adjust my position accordingly (buy/sell). - Luc"
X Link 2025-12-05T00:25Z 23.4K followers, [----] engagements
"People are forgetting that $NBIS owns a 25%+ stake in ClickHouse. ClickHouse just raised $400M at a $15B valuation meaning $NBIS stake is roughly worth $4B right now. As ClickHouse grows this could be a massive piece in the exponential growth of $NBIS market cap. https://twitter.com/i/web/status/2013989916506484883 https://twitter.com/i/web/status/2013989916506484883"
X Link 2026-01-21T14:59Z 23.4K followers, 13.7K engagements
"Ryan Cohen of $GME has bought roughly $20M worth of stock in the last two days. Now holds almost $902M worth of $GME. His net worth is roughly $5.1B per grok. That puts his $GME position at 20% of his total net worth. He's betting big. I'll risk the $20 level for this thing to see $30+ again. Cohen seems to have something up his sleeve here. https://twitter.com/i/web/status/2014144896043548939 https://twitter.com/i/web/status/2014144896043548939"
X Link 2026-01-22T01:15Z 23.4K followers, 62.2K engagements
"Read to the end for my thesis on the connection between robotics and guns. Few months ago my brothers wife asked about buying a gun. Shes [---] and has never touched one in her life. My sister said the same thing a week later. I was thinking wtf is going on here.something's shifting. So I looked into it a lil bit. Around [----] gun demand was a fear thing.covid riots politics. I believe there's a new (somewhat similiar) story in [----] six years later. Lots of uncertainty creeping in again between election cycle coming geopolitics police self defense.even ai. Google searches for "best gun" +"
X Link 2026-01-24T20:26Z 23.4K followers, 11.1K engagements
"@GlitzPinkMama Dont know as much about it but definitely has been beaten down. I think $SWBI is the better vehicle"
X Link 2026-01-24T21:13Z 23.4K followers, [---] engagements
"Rare Earths & Critical Minerals. This theme can make you rich and it's only getting bigger with Trump + US gov't exposure. My top [--] favorite names to watch right now: Rare Earths. $MP (MP Materials)still the top U.S. rare earth pick; fully integrated from mine to magnet Mountain Pass expansion + pentagon-backed supply chain narrative. $CRML (Critical Metals Corp.)one of the breakout names of 2026; overlaps rare earths + critical minerals; one of the cleanest dual-exposure plays in the space + heavy rare earth leverage. $USAR (USA Rare Earth)gaining traction fast; domestic processing and"
X Link 2026-01-25T16:34Z 23.2K followers, 251.4K engagements
"Peptides are the next major health trend. Havent seen google search interest accelerate this fast since pokemon go. This is a major part of the bull case for $HIMS. If $NVO & $LLY are the producers then $HIMS is a distribution layer. But it's planning to be more than that. Roughly [--] year ago $HIMS acquired a US-based peptide facility. Meaning $HIMS is not just selling peptides anymore.it's building infrastructure to manufacture + control them. It's emerging as one of the largest consumer distribution channels for GLP-1 drugs in the US. $HIMS is building a GLP-1 business that's approaching"
X Link 2026-01-25T17:26Z 23.4K followers, 77.6K engagements
"Copper is the second most used material by the DoD. Trump said on July 9th that "America will once again build a dominant copper industry". If the US gov't is building strategic positions in critical materials copper seems like the next target. There are a couple of US-headquartered copper producers that I like including: Freeport McMoRan $FCX.largest U.S. copper producer + deep DoD relevance has domestic & global mines + direct leverage to domestic supply chains. Ivanhoe Electric $IE.tech-driven mining model fits the next-gen mining narrative + has high upside if US prioritizes new supply."
X Link 2026-01-26T13:06Z 23.4K followers, 48.3K engagements
"Everyone hated this one at $40. But $DOCN is up another 15% today alone and +50% since entry. $40 to almost $62. h/t to the man the myth the legend @ruth_capital for putting this on my radar months ago. Banger. I continue adding to $DOCN. The guy who was acting as both the CTO and CPO resigned on November 26th and the stock didn't flinch. It's actually up over 7% since that day. Something that should've created uncertainty.was completely absorbed I noted this. Now just go https://t.co/b8W8qOHvwS I continue adding to $DOCN. The guy who was acting as both the CTO and CPO resigned on"
X Link 2026-01-26T18:07Z 22.7K followers, [----] engagements
"Today's 15% move in Silver is a 5-sigma event. You're about as likely to get struck by lighting twice be killed by a falling vending machine or correctly guess a 8-digit password on your first try. Historic is an understatement. Todays 10% move in Silver is a 4-5 sigma event. A [---] sigma move is the chance that you personally get hit by lightning at least once in your lifetimeso not likely. You are witnessing history today. Todays 10% move in Silver is a 4-5 sigma event. A [---] sigma move is the chance that you personally get hit by lightning at least once in your lifetimeso not likely. You"
X Link 2026-01-26T18:53Z 23.2K followers, 696.2K engagements
"$SBUX was high conviction for me. $85 to $105 in a month.please see original thesis below. When a company hires a proven gangster CEO that moves fast I go heavy. Same exact story is shaping up for $TGT. And if $LULU hires a stud CEO soon I'm getting involved there too. Was reviewing our credit card bill. I almost collapsed when I saw what my wife spent on coffee at Starbucks last month. Kidding (kinda). But $SBUX IS set up for a big [----] here's why. CEO is Brian Niccol. Yep the same Brian Niccol that took $CMG stock up roughly 1000% in https://t.co/BFWSEKOHDE Was reviewing our credit card"
X Link 2026-01-28T13:02Z 22.9K followers, [----] engagements
"Nibbling some $PLTR here off of $150. Technical idea mostly but also fits the macro defense narrative gov't connections and US's emphasis on "mission critical" security. As of [--] minutes ago I've personally entered $PLTR at $149.57 risking weekly close under $150"
X Link 2026-01-29T16:33Z 22.7K followers, 20.4K engagements
"Kevin Warsh's relationship with $PLTR's Alex Karp is intriguing. Warsh recently said "Alex Karp Stan (Druckenmiller) and I have been through quite a lot together." This discussion at Stanford back in [----] is worth watching too. "We've been pals for 10-11 years". BREAKING: President Trump nominates Kevin Warsh as the next Fed Chairman. https://t.co/StO3r6viyH BREAKING: President Trump nominates Kevin Warsh as the next Fed Chairman. https://t.co/StO3r6viyH"
X Link 2026-01-30T12:54Z 22.7K followers, 57K engagements
"$RKT back down to $19 area on a BS lawsuit that's basically just them resurfacing the bureau's now-dismissed case from back in [----]. I personally see this as a buying opp $RKT is quickly becoming one of my larger positions"
X Link 2026-01-30T13:36Z 22.9K followers, [----] engagements
"Was having lunch yesterday with one of my guys from the venture capital world. Got talking about pareto's principle. Often called "law of the vital few" which suggests only focusing on the most impactful actions. In the VC world 5% of startup investments create 95%+ of returns. Trading is the exact same way. Roughly 90% of profits are generated by 10% of trades. Everyone uses the word "sniper" and sh*t like that.but it's true.sit & wait until the huge opportunity inevitably presents itself then swing big like druckenmiller. I don't like trading. I like making money. Big difference. I don't"
X Link 2026-01-31T18:44Z 22.7K followers, 11.3K engagements
"Women are genuinely better than men at spotting early cultural shifts in their little world. I can't even count how many times my wife and her friends have sparked trade ideas in consumer retail. All jokes aside I try to spend time every weekend to visualize what the world will look like in [--] year. Taking into account everything that's going on in the world. New technologies politics emerging trends conflict social media consumer behavior markets.the full picture. - what might be meaningfully different in a year - which companies could benefit - what are people interested in or obsessed"
X Link 2026-01-31T21:27Z 23.4K followers, [----] engagements
"$XOM has been a multi-month monster for me since last October. Many slept on the this.$116 to $142 now. I think $XOM is going much higher this is a multi year breakout"
X Link 2026-02-01T22:35Z 22.8K followers, [----] engagements
"@elonmusk The demand for energy in general will be essentially unfulfillable with the current technology & infrastructure.im thinking a golden age for energy companies is just starting"
X Link 2026-02-02T00:29Z 22.8K followers, [----] engagements
"Overnight markets basically flat now. But crypto had a tough weekend epstein emails moltbook ai fear partial gov't shutdown. plenty of reasons to sell off yet futures aren't. Shrugging off bad news is typically a sign of underlying strength in the market"
X Link 2026-02-02T00:53Z 23.4K followers, 13.3K engagements
"@KobeissiLetter Hard to see TSLA staying under $450 for much longer. elon narrative too strong this year imo"
X Link 2026-02-02T12:48Z 22.6K followers, [----] engagements
"Newbies welcome to the markets.here's what NOT to do. - quit your day job right away to go all in on trading - expect to make profits in your first 2-3 years - think it's easy - borrow money to trade - have one good month & think you're set for life - move to nyc or miami to "lock in" - buy 0DTE options - make decisions based on posts from x accounts - think you must be in a position 24/7 - ignore taxes - size up to "make it all back" - assume more indicators = more success (so false) Here's what you SHOULD do: - keep your day job to fund your account while you learn - be prepared to blow up"
X Link 2026-02-03T01:46Z 22.9K followers, 37.8K engagements
"Why did I take $PLTR prior to earnings first time in multiple quarters it wasn't running hot into earnings sitting right at a huge support level usually double beats was well off highs + had poor sentiment fits the ai + security theme gets looped into "software" basket when it's really an defense + intelligence + data play Path of least resistance was up. As traders we make decisions on probabilities.and with the setup at $150 heading into earnings.my bets were bullish. $PLTR now $165. Nibbling some $PLTR here off of $150. Technical idea mostly but also fits the macro defense narrative gov't"
X Link 2026-02-03T13:27Z 23.2K followers, [----] engagements
"@amitisinvesting Gambling will only accelerate.sounds morbid but it's true. Prediction markets tokenized stocks (24/7 trading = more transaction vol) options shorting.so much going on. If I close my eyes and imagine $HOOD in 12-18 months I see an exponentially more valuable company"
X Link 2026-02-03T21:15Z 22.9K followers, [----] engagements
"I do think we are fast approaching the end of $TSLA's days .under $500 Betting against Elon Musk has been financial suicide for over a decade. [----] feels like a major "inflection point" for Elon. - merges xAI + SpaceX (maybe Tesla soon) - SpaceX goes public - becomes world's first trillionaire - ai autonomy humanoid robotics and space scaling at the same time - bought $1B worth of $TSLA stock personally (largest ever) Tesla is the cleanest public-market exposure to all of it.currently trading at $420. Hard to imagine $TSLA not seeing $500 at some point this year."
X Link 2026-02-03T23:04Z 23.3K followers, [----] engagements
"$UBER is kinda stuck in no man's land as a company. Pivot to autonomous vehicle world is gonna be tough but doable. Need to aggressively partner with companies actually building the cars (waymo $tsla $lcid waabi). Has to become the aggregator of robotaxis or "one stop shop" to get a ride from a robot car. Biggest lever for $UBER is that autonomous vehicles remove the single biggest cost/constraint (human drivers).without UBER needing to solve autonomy itself. If any of the big car-building players want instant demand at scale they plug into Uber.who wins no matter who's car tech is better. No"
X Link 2026-02-04T13:30Z 23.3K followers, [----] engagements
""Stock picker's market" I prefer to call it a theme picker's market.because the strongest themes are where the post powerful individual stocks live. The themes I'm involved with right now are: Space (catalyst being SpaceX IPO): - $RKLB - $ASTS - $TSLA Mortgage housing real estate: - $RKT - $OPEN Critical minerals rare earths domestic energy: - $UUUU - $UAMY Silver & copper (light positioning now). Memory: - $MU - $SNDK Notice how I'm focused on the strongest leaders in the most liquid narrative-driven themes Other themes like stablecoins (crcl) solar (fslr) and fintech (hood/sofi) will heat"
X Link 2026-02-04T13:53Z 22.9K followers, 11.3K engagements
"You're delusional if you don't think AI will disrupt software. But it's not gonna "kill it" as everyone seems to be predicting. Because mobile apps were the "death of the website" (mid 2000s). And Slack would be "the death of email" (2010s). Or when tablets "killed PCs and laptops" (2010s). Right Software's ugly right now because markets don't like uncertainty but there's will be some huge winners that emerge from the rubble. I'm not touching software yet (most likely not for awhile) but I'm closely monitoring names that are showing resiliency adapting/pivoting if necessary and have great"
X Link 2026-02-04T14:26Z 23.3K followers, 47.9K engagements
"@KobeissiLetter I'm watching $BA veryyy closely as an trump favored "og american" name that meaningfully benefits from trade normalization"
X Link 2026-02-04T18:06Z 23.4K followers, [----] engagements
"Rotation out of technology. Many spec names down 15%-20% today and -50% ytd.even some of the mega's are getting smoked. Real q is.where has capital/liquidity been migrating to the last [--] months Not crypto. Not fintech. Not healthcare. Not technology. Hard assets. precious metals $gld $slv $copx energy + oil $xom $cvx nat gas uranium nuclear critical minerals + rare earths $uuuu $crml $usar etc physical infrastructure + housing & shelter assets Trend has been building for over six months now.rotations like this are very sticky and tend to persist longer than most folks expect. Early volatility"
X Link 2026-02-04T18:59Z 23.3K followers, 49.1K engagements
"My theory continues to be that we are in an era of rolling bubbles. The entire market may not be. Indices are strong breadth's good plenty of solid setups. But seeing some mini rolling bubbles bursting in certain pockets of the market. Many -50% off highs. - Software ( $NOW $SNOW ) - Crypto ( $BTC $ETH $MSTR ) - Fintech ( $HOOD $SOFI ) - Gaming ( $RBLX $U ) These "mini bubbles" popping draw a lot of attention because of their popularity with retail. But many of the leading sectors/themes are continuing to show strength in the uptrend. Mini-bubbles will continue to pop but the overall bullish"
X Link 2026-02-05T13:27Z 22.9K followers, 14.6K engagements
"The timing of this $HIMS news jumps out to me. Noticing a trend of huge news dropping right at critical levels on the chart Well it's on purpose.it's naive to think leadership doesn't know exactly what investors/traders are seeing & acting according. Know this"
X Link 2026-02-05T14:25Z 22.9K followers, 18.4K engagements
"The EV business is dying (but I see a lifeline). $TSLA slowing production of Model X Y. $F lost $19.5B. $GM soaked $6B. $STLA just dropped -28%. Remember how crypto miners ( $IREN $HUT ) pivoted into "ai data centers" I'm looking for EVs ( $RIVN $XPEV $LCID ) to pivot into robotics.hard. That's my theory. $TSLA's paving the path already and more will follow.with narrative fueled re-pricing coming next. BREAKING: Stellantis $STLA is taking a $26 billion hit and writing down their electric vehicle business. The stock has collapsed on the news now down -27% today. https://t.co/JOQelFyEF3"
X Link 2026-02-06T12:54Z 23.4K followers, 10.3K engagements
"@Mindventure_ Even chinese "ev's" like $xpev are focusing a lot of energy on robotics already too"
X Link 2026-02-06T13:04Z 23.4K followers, [---] engagements
"@xT1T00 Indeed tito"
X Link 2026-02-08T15:59Z 22.7K followers, [----] engagements
"New position in $SOFI. Larger allocation than usual.here's why. S&P500 inclusion candidate. Rebalancing happens quarterly with next one being March 20th '26. Near term catalyst. Inclusion could pop the stock 5%-10%. Anticipation alone can be a strong tailwind. Just launched crypto trading but unlike $HOOD & $COIN $SOFI monetizes relationships.not trading volume + market activity. Revenue is tied to member LTV. Lower rates are mega bullish for $SOFI too.student loan refi's mortgage demand personal loans. $HOOD's former superstar marketing leader Patrick Moran joined $SOFI a month ago👀."
X Link 2026-02-09T01:03Z 23.4K followers, 32.3K engagements
"@LogicalThesis My outside the box theory People that get laid off. need emotional support entertainment and sense of "meaning" sooo they get a dog/animal. $CHWY et al gets repriced. kinda joking kinda not"
X Link 2026-02-09T15:11Z 23.4K followers, [----] engagements
"@ohiain The man the myth the legend himself. Thanks brother"
X Link 2026-02-09T22:16Z 22.9K followers, [---] engagements
"It won't go down. Current admin won't let it. Every meaningful dip "tacos" within two weeks. Volatility sure but meaningful downside It's going to take something outside of the President's control to really roll this thing over in the first half of this year. Sure there will be many 1%-3% mini drops in $SPY next few months.but another -15% correction before midterms is less than likely. Market performance is the current admin's metric of choice.they call out the "historic stock market" seemingly daily. Will do almost anything to maintain current trajectory. Individual high-beta names will"
X Link 2026-02-10T00:41Z 23.4K followers, [----] engagements
"@BradenLeroy Just an interesting story brewing imo with leadership buying + burry involved + acquisition talks"
X Link 2026-02-10T03:17Z 22.9K followers, [---] engagements
"@DeItaone The fact that they have to say this makes me think otherwise"
X Link 2026-02-10T19:10Z 23.2K followers, [----] engagements
"@FeroceResearch @finviz_com @TrendSpider @unusual_whales @YahooFinance @KobeissiLetter True.if we're talking research groups - Feroce is top tier"
X Link 2026-02-11T13:43Z 23.3K followers, [---] engagements
"@investorwaves_ @finviz_com @TrendSpider @unusual_whales @YahooFinance @KobeissiLetter Better social/real world data"
X Link 2026-02-11T13:44Z 23.3K followers, [---] engagements
"@TradableAstro @finviz_com @TrendSpider @unusual_whales @YahooFinance @KobeissiLetter More of a broader list based on ux/ui preference but if I gotta pick an "all around" choice I'm going Finviz every time"
X Link 2026-02-11T13:46Z 23.3K followers, [---] engagements
"@Mr_Derivatives @ripster47 @OMillionaires @epictrades1 @livetradepro @BullTradeFinder @blondebroker1 @finviz_com @SubuTrade @commonsenseplay @BullflowIO Some great names on here Heis Finviz is the 🐐"
X Link 2026-02-11T16:56Z 23.3K followers, [---] engagements
"@BradoCapital @finviz_com @TrendSpider @unusual_whales @YahooFinance @KobeissiLetter @fiscal_ai been following you guys for since the finchat days"
X Link 2026-02-11T22:10Z 23.3K followers, [---] engagements
"@BabaNeal007 We are getting insane moves on both sides in many individual stocks.what am I missing"
X Link 2026-02-11T22:39Z 23.3K followers, [----] engagements
"@KobeissiLetter Directionally daytrading 0DTE options is a scam and you can't change my mind"
X Link 2026-02-11T22:51Z 23.4K followers, [----] engagements
"@Ironman7883 @KobeissiLetter Yes for surevia gamma-driven dealer hedgingaka mms are typically short gamma on the insane 0DTE flow so to stay delta-neutral they gotta hedge aggressively in the underlying stock/futes"
X Link 2026-02-11T23:03Z 23.3K followers, [---] engagements
"@Mr_Derivatives Heis changing lives ♥"
X Link 2026-02-12T01:00Z 23.3K followers, [---] engagements
"@ddw88523 PainPal I rode it once during the openai announcement then got out quick"
X Link 2026-02-12T01:05Z 23.3K followers, [---] engagements
"@prosperousguy Perfect example🙄"
X Link 2026-02-12T01:57Z 23.4K followers, [---] engagements
"Yes but tt's like when you're a little kid lining up to get picked for a kickball game. You don't have to get picked first you just have to join the right team or get picked onto the right team. In this scenario you don't have to be first to a theme you just have to join the right theme"
X Link 2026-02-12T13:54Z 23.4K followers, [----] engagements
"@SixSigmaCapital It's priced as if Epstein's the current CEO"
X Link 2026-02-12T21:25Z 23.4K followers, [---] engagements
"@Sunrise202086 Tell me more"
X Link 2026-02-12T22:06Z 23.4K followers, [---] engagements
"@KobeissiLetter Sounds like the drone theme can catch a nice boost from spaceX ipo too👀. $avav $ktos $onds $joby"
X Link 2026-02-16T19:29Z 23.5K followers, [----] engagements
"In last [--] hours four MAJOR headlines involving India. Odd timing to me. I'm watching a certain stock very closely stand by"
X Link 2025-12-10T14:49Z 23.5K followers, 36.7K engagements
"@StockMarketNerd Directing the narrative in your favora tale as old as time"
X Link 2026-02-15T15:01Z 23.4K followers, [---] engagements
"Social arbitrage play setting up on $RUM. Nick Shirley's video has 134M views on X right now.he's gained 750K followers seemingly overnight. Features on every major news network and making the podcast rounds on @theallinpod @PBDsPodcast etc. $RUM CEO (@chrispavlovski) makes a very intriguing offer to Nick yesterday. livestream everything unfiltered will pay nick for streams will pay "far better" than youtube will Bill Ackman retweeted it telling Nick it "sounds like a great opportunity. If (if) nick accepts this deal $RUM could rip. But there's more to the bull case. Tether yes the largest"
X Link 2026-01-01T20:41Z 23.5K followers, [----] engagements
"Ive sat outside of a Victorias Secret for weeks and counted the numbers of bags each person had in their hand as they walked out. I went to three different Starbucks everyday for [--] months straight to count how many cars went through the drive thru from 7am-10am just to support a thesis. I sat on a college campus and asked hundreds of students which social media platform was their newest obsession. (yes im f*cking nuts) I spent so many years trying to find an edge. How can I actually beat the markets For most of history theres been [--] main ways to analyze an asset. Fundamental & technical"
X Link 2026-01-03T17:55Z 23.5K followers, 62.1K engagements
"What if I told you $VSCO is up 109% since this tweet. (and $TGT is up +20%) I'm never afraid to go against the crowd. Crazy to say that physical product retail is about to get HOT I'll go against the crowd on this one $VSCO & $TGT are my favs right now Both roughly -30% YTD On bounce back watch🍑 https://t.co/z9Vg25wnFp Crazy to say that physical product retail is about to get HOT I'll go against the crowd on this one $VSCO & $TGT are my favs right now Both roughly -30% YTD On bounce back watch🍑 https://t.co/z9Vg25wnFp"
X Link 2026-01-08T17:47Z 23.5K followers, [----] engagements
"I was laying in bed last night thinking about the news regarding a 10% cap on credit card interest rates. And there's a huge winner. (but its not shorting $V or $MA like everyones screaming about) It's the BNPL trade. Why If credit card issuers get forced into a 10% cap theyre going to pull back on risky borrowers.really fast which instantly removes access to credit for millions of people. But (obviously) those consumers can't just stop spending so they just migrate to using something else. .and the only place for them to migrate is buy now pay later. Trump's announcement becomes a"
X Link 2026-01-10T17:42Z 23.5K followers, 601.5K engagements
""Is trading hard" I dont know you tell me. We need the mental toughness of a pro athlete patience of a monk precision of a brain surgeon pattern recognition of a chess grandmaster. All at the same time. Under pressure. While managing fear greed ego.in real time with your own money on the line. Competing against the smartest people on earth the richest people on earth.who have better data faster technology and deeper pockets. Whose entire business model is taking retail's money. Oh ya.and youre expected to stay calm make rational decisions and execute while in a violent dogfight with your own"
X Link 2026-01-21T18:27Z 23.5K followers, 316.7K engagements
"The US government has purchased equity stakes in five publicly traded companies since Trump took office. Intel $INTC MP Materials $MP Lithium Americas $LAC Trilogy Metals $TMQ USA Rare Earth $USAR I was looking for interesting patterns. 1) 2/5 of them have "America" in the company name fwiw. Coincidence Probably.but ya never know. Meaning $ESOA $AREC $UAMY could be in play. 2) Each name is tied to a bottleneck. - semi's - $INTC - rare earth magnets - $USAR etc. 3) None of them are SaaS cloud or AI. - current administration focusing on hard assets (look at $GLD $SLV even) over digital assets"
X Link 2026-01-25T23:10Z 23.5K followers, 361.4K engagements
"The pain trade is downIm guessing a short term re-test of lows. Heres what I think happened. You bought early last week. Long [---] shares. Price moves against you all week. Youre now down -20% on your position. Everyone else is too. Then on Friday your stock pops 10%-20% on that late week rally. You get back to even. Saved the day. Morale is good now. You decide to hold over the weekend hoping for continuation this week. My guess is that they pull the market back on Monday/Tuesday wipe any short term options out + triggering stopsthen upside move continues later in the week. Volatility + range"
X Link 2026-02-08T15:48Z 23.5K followers, 27.1K engagements
"$HIMS has some balls. Leadership taking big swings and striking out every once in awhile is not necessarily a bad thing. Big thinkers and innovators play big. Often in the gray areas.seeing that now with the $nvo lawsuit. Move fast and break things. All the hyper growth players looked reckless early on.and made stupid mistakes when trying to really lift off. $hood halted trading during the $gme saga. $uber launched in cities without approval and got banned. States called $dkng "illegal gambling" in the early days. $HIMS is in its emotional teenage years trying to figure things out while"
X Link 2026-02-09T13:06Z 23.5K followers, 33K engagements
"Most interesting thing going for $SHOP is the expansion of the "ShopPay" network outside of the shopify ecosystem. If the ShopPay payments & checkout network continues to shift from a platform exclusive to platform agnostic (integrating across broader ecommerce env) this can re-price. Similar to how Stripe ($140B val) operates broadly for digital goods. Could be a major winner when the agentic commerce theme inevitably heats up as well. Love this name long term"
X Link 2026-02-11T13:38Z 23.5K followers, [----] engagements
"$180 when posted to $240 this morning for $VRT. Boom"
X Link 2026-02-11T14:07Z 23.5K followers, [----] engagements
"Fastest way to blow up an account is believing a stock cant go any lower. You bought the cheap shares and thought you got a good entry but stock drops another 25% in a month & you're the newest community member.now what Here's the reality of surviving long term. If you want to go long there's two entry points. - the stock is headed to the top right hand corner of the screen and you are entering on dips within that trend.trend flips - you exit + reassess. or - the stock has sold off but is now basing (NOT making new lows).in a range. You have a clear risk level & you will exit if broken."
X Link 2026-02-12T01:00Z 23.5K followers, 15.9K engagements
"How to use politician trades to make decisions. Everyone jokes that politicians are the best traders alive.but almost nobody actually knows how to use their trades correctly. Heres how political trades actually work: 1) The trade didnt happen today. Members of Congress report trades under the STOCK Act.meaning they have up to [--] days to disclose. A lot can happen in [--] days right Well this means the nancy pelosi bought x stock headline usually tells you: the trade actually happened maybe weeks ago probably in a totally different market environment sometimes before earnings/news/catalyst So"
X Link 2026-02-12T01:55Z 23.5K followers, [----] engagements
"Learning experience for you. Even if you're not in $MU it's a great example of how you get rich in markets without taking a ton of risk. And it's simple. Look at the strongest themes over the last quarter by simply looking at % performance of the group. Then find the strongest 1-2 stocks within that theme and buy those stocks on dips within the trend. For example best themes recently have been memory & silver. Strongest stocks within these two themes were $MU + $SNDK and $AG respectively. I promise you that it doesn't need to be complicated.I'm not that smart of a guy. The human flaw is"
X Link 2026-02-12T13:28Z 23.5K followers, 66K engagements
"Position sizing.here's a lesson. Best way to know that you're oversized (or too exposed) is by the amount of times you check your positions/portfolio every day. Sounds stupid but it's an obvious indicator that you're overexposed/emotional. Monitor your own behavior closely"
X Link 2026-02-12T22:00Z 23.5K followers, 12.5K engagements
"Below you'll find some of the platforms prompts and pieces I use to analyze themes + relative strength. I noticed everyone was bookmarking a reply I made about finding the next *themes + strongest http://x.com/i/article/2022292350857322496 http://x.com/i/article/2022292350857322496"
X Link 2026-02-13T13:39Z 23.5K followers, 41K engagements
"well well well"
X Link 2026-02-13T17:25Z 23.5K followers, [----] engagements
"How to approach insider trading. .and I mean buying/selling by company insiders not the illegal stuff. "Insider trading" is one of the few behavioral edges that has survived decades of study. Numerous academic papers from the '80s all the way to the 2010s have come to the conclusion that insider buying has a typical alpha window of 1-3 months post purchase.meaning large (key) insider purchases strongly outperform market within months. Flip side says heavy insider selling has a typical alpha window of 6-12 months.meaning insider selling doesn't have much predictive power in the short term but"
X Link 2026-02-15T16:19Z 23.5K followers, [----] engagements
"@Mr_Derivatives "trading is a business it's not fun time" hang it in the louvre"
X Link 2026-02-16T13:18Z 23.5K followers, [---] engagements
"As a retail trader experience + "street smarts" matter as much or more than a finance degree/background. Couple quick tips to get ya started: strong markets ignore bad news.weak markets ignore good news first move is usually for liquidity second move is the real one markets job is to frustrate/embarrass the most people possible at the same time the close matters more than the intraday noise each time price touches a level it weakens less activity = more $$ Couple good YT channels: - Institute of Trading @AntonKreil - Norges Bank Investment Management - Words of Rizdom @Wordsofrizdom But the"
X Link 2026-02-16T15:29Z 23.5K followers, [----] engagements
"Michael Burry situation.I found something. Over the last [--] years there's been multiple "minor accounting changes" to increase the useful life of equipment. .to the tune of hundreds of billions in understated depreciation expenses. This is directly from the 10K filings of $META $ORCL $INTC even $NVDA. Burry ends his tweet with "it gets worse.details coming November 25th". Mark your calendars. JUST IN: Michael Burry has said that Oracle $ORCL and Meta $META could be overstate earnings by 26.9% and 20.8%. He adds: "It gets worse." https://t.co/rL9wA3Ir3y JUST IN: Michael Burry has said that"
X Link 2025-11-10T19:38Z 23.5K followers, 1.9M engagements
"Suddenly youre [--]. Out of college now. Got the new corporate job. Apartment in the city. Met a girl and its getting serious. Joined the pickleball league. Youre happy. Its everything you wanted right The steady paycheck your own crib no more useless schoolwork. But every morning lacks excitement. Its already mundane. [--] more years of thiswake up 9-5 gym netflix die But its everything that younger you had hoped for. Or was it At [--] you feel different. Feels like a blank canvason your own no parents no teachers no responsibilities. Your life is now solely based on your decisions. All on you"
X Link 2025-11-23T02:49Z 23.5K followers, 2.1M engagements
"Musk Nadella and Jassy all pushing India headlines within [--] hoursvery unusual. But can be very bullish for $VRT. Vertiv is the picks & shovels guy for AI/data centers. Already used by the big boys like $MSFT $AMZN. Recent partnerships with $NVDA and $CAT developing integrated power + cooling systems for AI infrastructure. Multiple acquisitions in the last [--] quarters (Waylay Great Lakes Data Racks) tell me theyre in full expansion mode. And India Its becoming a core part of their global AI engine. - opened a major manufacturing & test lab in Pune - opened a training academy & excellence lab"
X Link 2025-12-10T16:52Z 23.5K followers, 13.3K engagements
"I found this guy @ChrisCamillo. Took $20K to $80M. We share a similar style. Found insane alpha in something called social arbitrage (or observational arbitrage). Tiktok comments. Viral videos. Social sentiment. The real world. Fascinating"
X Link 2025-12-19T13:16Z 23.5K followers, 70.5K engagements
"Jeffery Star promoted e.l.f. beauty in a youtube video over [--] years ago. Its stock gained 1000%+ in the years after. This created a new form of arbitrage called observational or "social" arbitrage. Any influencer cultural change or emerging trend can be a catalyst. Spend [--] min watching @ChrisCamillo's explanation on @myfirstmilpod. Yes charts & fundies are part of the game too.but I'm all in on social arbitrage. https://twitter.com/i/web/status/2003476458719600948 https://twitter.com/i/web/status/2003476458719600948"
X Link 2025-12-23T14:43Z 23.5K followers, 45.8K engagements
"Younger brother came into town for the holidays we were talking about crypto yesterday. Trying to figure out why it's been so weak even with strong equity markets. He threw me a curveball. "Crypto isn't that cool anymore." Blew my mind. The kid is [--]. "Prediction markets are better and stocks too because they don't get rugged 24/7". I looked much deeper last night.and what I'm observing under the surface is not technical or fundamental. It's cultural. A social shift. Attention has relocated. Starts on youtube. Views are down across anything related to crypto. A crypto youtuber with 139K"
X Link 2025-12-23T16:27Z 23.5K followers, 1.1M engagements
"If you want to learn social arbitrage read this + bookmark. Back in Nov '25 my wife wanted some Abercrombie leggings. "What is it 2010" I asked her. She said everyone on TikTok had this hoodie and the brand was cool again. Brings me to my point. Maybe this guy is joking maybe not.but this is real. Observational & social data can be more powerful than technical & fundamental analysis. The edge for retail over wall st. The suits living in high-rise nyc apartments spending [--] hours/day in an office.they miss the real world. Back to the $ANF example real quick.after she told me about Abercrombie"
X Link 2026-01-23T13:53Z 23.5K followers, 94.6K engagements
"Social arbitrage play setting up in the fighting world. UFC is hosting fight night at the White House on June 14th. And if theres one thing Trump understands.its attention. The media cycle will only accelerate as this puppy gets closer too. Dana White calling it "an event unlike any in company history". UFC's parent company is traded under the ticker $TKO. We've seen the "Trump basket" of $INTC $DJT $MP go nuts.I think you can add $TKO into that (adjacently). No brainer for the next two quarters. $TKO is currently $204. https://twitter.com/i/web/status/2015170510368256257"
X Link 2026-01-24T21:11Z 23.5K followers, [----] engagements
"VSCO The college girls you overheard at the coffee shop. The tiktok comments obsessing over that brand. Sydney Sweeney's jeans going viral. It's all right in front of your eyes. Before it shows up on the charts. Or in the earnings call. Or in the analyst upgrades. It's happening in the real world. Pop culture. Trending topics. Social media. Livestreams. Movies. Influencers. Maybe it's Victoria's Secret bringing back the Fashion Show going "unwoke" and $VSCO ripping 300% in a few months. AEO Or maybe it was Sydney Sweeney launching the American Eagle collab and $AEO stock ripping 100%+ in less"
X Link 2026-01-25T20:56Z 23.5K followers, 55.6K engagements
"Sydney Sweeney is launching a lingerie brand. Here's a social arbitrage idea for ya. Sydney Sweeney's name has been attached to $AEO since the good jeans "controversy". Even with her new brand $AEO's CMO said this morning that their partnership is still thriving and that "this is a moment to take big swings". Sydney is elite at capturing attention. Paparazzi caught her hanging a bra on the Hollywood sign earlier this week as a promo. She understands culture + distribution better than almost anyone.and $AEO benefits from that. Google searches last [--] days going nuts.and on tiktok typing just s"
X Link 2026-01-28T02:11Z 23.5K followers, 14.3K engagements
"$SYNA is my next big swing trade. Never heard of it Good. $3B market cap.very real chance this becomes a monster. For you non-technical folks (like me) AI is starting to run on device not just in the cloud. So instead of a camera phone or robot sending data to a data center to think" $SYNA allows this to happen instantly privately and directly on the device. Privacy is the huge advantage here. Gov't military business personal.privacy is becoming a non-negotiable. $GOOG only a year ago selected $SYNA as a key partner to "accelerate development of context aware devices". Another angle I like is"
X Link 2026-02-01T18:25Z 23.5K followers, 40.7K engagements
"I don't believe in slam dunks in the market but if there's a layup.it's $INTC. Effectively "too important to fail" for national security. Gov't owns 10% stake. Domestic semi manufacturing. Consolidating at highs. Look at the setup + story.won't catch me bearish"
X Link 2026-02-10T14:20Z 23.5K followers, 20.4K engagements
"No wonder $HOOD and every other fintech app is building a "superapp". Crypto trading volume down -38% this Q for $hood per the earnings release just now. Can't just rely on trading volume + transactions (or selling data to hedgies) anymore. Two options. Pivot to the superapp & build trading predication markets credit cards retirement banking etc.for multiple revenue streams during market downturns. More surfaces = more chances you transact.aka "behavior-based revenue". Or go the $SOFI route. "Relationship-based revenue". SoFi monetizes membership + their ecosystem.bc of $SOFI's full bank"
X Link 2026-02-10T23:00Z 23.5K followers, 23.3K engagements
"Heres how I find stock ideas. Tools I use for each research layer: (feel free to bookmark) Research & Scanning Finviz (@finviz_com) TrendSpider (@TrendSpider) Unusual Whales (@unusual_whales) Yahoo Finance (@YahooFinance) Kobeissi Letter (@KobeissiLetter) Fundamental Analysis & Reports Fiscal AI (@fiscal_ai) Koyfin (@KoyfinCharts) Seeking Alpha (@SeekingAlpha) Motley Fool (@themotleyfool) Charting TradingView (@tradingview) Barchart (@Barchart) ThinkOrSwim (@CharlesSchwab) Social Sentiment & Alternative Data StockTwits (@Stocktwits) Reddit (@Reddit) Quiver Quant (@QuiverQuant) AltIndex"
X Link 2026-02-11T01:56Z 23.5K followers, 64.5K engagements
"Catalysts. Here are my "best case scenarios" when researching the strength of a catalyst. Timing.Fixed or Flexible Both can work but I prefer to have a fixed day/time when it comes to catalysts. events conferences earnings s&p inclusion window FDA decisions product drop court ruling etc Stuff that can build anticipation. Bring me to my next (very important) point. Anticipation Reaction The move (or at least the meat of it) usually happens before the actual catalyst/event. I usually de-risk on the day of the catalyst/event to minimize "sell the news" situations. Obviously this is hard to do if"
X Link 2026-02-11T14:47Z 23.5K followers, [----] engagements
"Predicting direction is all about probabilities. Looking at $SPY right now.since december six of the last seven drops of 1-2% in $SPY have been completely bought up within a week or two. You don't have to catch the exact bottom but I'm a man willing to take the odds that it get bought up a seventh time. Not a permabull by any means but I read probabilities + context and this is my read"
X Link 2026-02-12T17:35Z 23.5K followers, 12.1K engagements
"@chefinret Veryyy interesting. Wouldn't that also add to the fact that it does work though Just in a unique way"
X Link 2026-02-15T16:56Z 23.5K followers, [---] engagements
"8 questions I ask before every swing trade. Big believer that picking stocks should feel effortless.only trade A+ setups. Easy enough right.but it took me years to understand what A+ actually meant. I used to scroll through my watchlist each day and be able to find something that looked like an A+ setup or at least good enough to trade. Basically just forcing sh*t that's not there. So I made a small personal checklist/questionnaire before I take a long swing position here it is: is this stock part of a strong or emerging theme does the individual stock have relative strength within that theme"
X Link 2026-02-15T20:27Z 23.5K followers, [----] engagements
"@RogerBilleci So cool great idea Roger"
X Link 2026-02-15T21:48Z 23.5K followers, [---] engagements
"@dampedspring Succinct and real will become infinitely more valuablealready are :)"
X Link 2026-02-16T01:28Z 23.5K followers, [---] engagements
""It was an amazing setup so why are all my trade ideas failing now" Because the setup isnt the problem.the market environment is. The overall market can make or break individual trades. So how do you know if conditions are good for swing trading Watch this [--] second clip first. "You need to have some way to quantify when environments change" + know what to focus on. Here's quickly how I do it: Look at $SPY for overall sentiment $QQQ for growth/tech behavior and $BTC as a read on speculative appetite. Right now $SPY has been sitting in a $20 range for almost [--] months now $QQQ similarly and"
X Link 2026-02-16T14:56Z 23.5K followers, 20.2K engagements
"@Vance_Roberts5 Yessir so important to realize when the env changes"
X Link 2026-02-16T16:00Z 23.5K followers, [---] engagements
"@WingGirlTrader @WeatherEdgeFind Strange way to plug your product"
X Link 2026-02-16T16:40Z 23.5K followers, [---] engagements
"@WingGirlTrader @WeatherEdgeFind Course not I love learning about new tools :)"
X Link 2026-02-16T16:45Z 23.5K followers, [--] engagements
"One in nine CEOs across the [----] largest publicly traded US companies was replaced last year.highest rate in over a decade. Seasoned CEOs.dropping like flies. But the interesting part isnt the turnover its who replaced them. The new CEOs were younger on avg (56 y/o - [--] y/o) 80% were first time public company CEOs and 2/3 had never even served on a corporate board before. Rolling the dice on the young guns in the age of AI. Hell ya. Be on the lookout for the next Karp Tenev Zuck"
X Link 2026-02-16T18:21Z 23.5K followers, [----] engagements
"Position sizing my quick 2c. If the goal is to maximize your returns you only need two things. The first is some sort of edge. Meaning you know something believe something strongly or have a mathematical advantage that's not priced in yet. After you find an edge second thing is how much you can bet with the current odds. Only need those two things. 1) an edge 2) how much to bet when you have it But edge & sizing exist on a spectrum. In other words if you had perfect information on an outcome you'd bet everything.right The stronger your edge the more you size up.which ultimately leads to your"
X Link 2026-02-16T22:00Z 23.5K followers, [----] engagements
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