@markoinny Marko Kolanovic
Marko Kolanovic posts on X about ai, stocks, this is, china the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [---------] +967%
- [--] Month [---------] +330%
- [--] Months [----------] -49%
- [--] Year [----------] +5,394%
Mentions: [--] #
- [--] Week [--] +8.70%
- [--] Month [--] +103%
- [--] Months [---] -28%
- [--] Year [---] +2,988%
Followers: [------] #
- [--] Week [------] +4.70%
- [--] Month [------] +8.70%
- [--] Months [------] +22%
- [--] Year [------] +255%
CreatorRank: [------] #
Social Influence
Social category influence finance #2501 stocks 9.43% countries 8.49% technology brands 6.6% celebrities 2.83% cryptocurrencies #345 financial services 0.94%
Social topic influence ai #1177, stocks #169, this is #1788, china 5.66%, war 5.66%, tariffs 4.72%, trade war 4.72%, in the 3.77%, silver #101, history 3.77%
Top accounts mentioned or mentioned by @filapek @jam_croissant @apompliano @luxurycharts @rudderless4l4n @capitalcrashout @keningye26924 @mbbiotech @vitaminc1969 @aklanresearch @blshigh @saltydocem @maitian99 @inthejimbrain @carlquintanilla @farrmacro @philburruel @placigyunv6567 @alokanyc @teddygambino
Top assets mentioned Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) Palantir Technologies Inc. (PLTR) Oklo Inc. (OKLO) Rigetti Computing, Inc. Common Stock (RGTI) Bitcoin (BTC) SPX6900 (SPX) Microsoft Corp. (MSFT)
Top Social Posts
Top posts by engagements in the last [--] hours
"Next thing Stepehen Miller deporting Elon and his [--] kids for overstaying student visa in 1997"
X Link 2025-06-05T17:01Z 57.8K followers, 117K engagements
"Selloff today has little do with tariffs. Extreme leverage/valuations fraudulent cos that rallied 2-3x in the last month of the bubble. Bucket of fuel waiting for a spark. Many knew its a bubble and played it assuming they will know when to exit"
X Link 2025-10-10T23:31Z 58K followers, 222.9K engagements
"Not a popular opinion but fundamental fair value or so called value anchor for most of cryptocurrencies is Zero"
X Link 2025-11-13T21:23Z 58K followers, 79.7K engagements
"K shaped economy visualized. Literally. Next recession companies will falsely blame layoffs on AI. Let them eat LLMs moment and masses will demand heads of AI queens (like in 1793)"
X Link 2025-11-02T22:16Z 58.1K followers, 199K engagements
"In the past month memory stocks (including KOSPI) up 30% software stocks down 30%. Totally overdone momentum narrative"
X Link 2026-02-12T19:26Z 58.1K followers, 21.4K engagements
"AI winners and loser theses and price action YTD including memory saas transport fins etc. Are so intellectually weak/contrived and price action so extreme that one can conclude are possibly part of manipulation schemes. Prices likely to revert. https://x.com/TheStalwart/status/2021995582735429670s=20 Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines. https://t.co/e9hBmxX5cr"
X Link 2026-02-12T22:45Z 58.1K followers, 59.5K engagements
"Cem is right and insightful here. It's probabilities that are fundamental building blocks. In that regard markets are similar to quantum physics (probability waves and their interactions determine outcomes) https://x.com/jam_croissant/status/2022700740695699611s=20 Options are the true underlying. Asset values are the simply the derived expected value of the probability distribution. Asset price is a derivative. https://x.com/jam_croissant/status/2022700740695699611s=20 Options are the true underlying. Asset values are the simply the derived expected value of the probability distribution."
X Link 2026-02-15T16:47Z 58.1K followers, 48.6K engagements
"NDX basically flat despite NVDA 5% AVGO 10% and $ORCL 40% up. Peak AI bubble. By the end of the month I think all gains in these could evaporate"
X Link 2025-09-10T15:36Z 58K followers, 158.8K engagements
"This bubble is one hot inflation or strong jobs print away from bursting"
X Link 2025-09-18T12:55Z 58K followers, 202K engagements
"Sell Rosh Hashanah buy Yom Kippur. Dates are Sep 22nd i.e. this Monday and October 1st respectively. It coincides also with post option expiry reversion effect the same week and Sep month end pension selling due to run up Sep MTD. I would think selloff is very very likely"
X Link 2025-09-19T23:03Z 58K followers, 132.4K engagements
"Black Monday was in October"
X Link 2025-10-03T17:36Z 58K followers, 609K engagements
"Many ridiculed this I wonder how they feel right now. https://x.com/markoinny/status/1974166651512979521 Black Monday was in October https://x.com/markoinny/status/1974166651512979521 Black Monday was in October"
X Link 2025-10-10T15:33Z 58K followers, 715.4K engagements
"When this happens you have VAR shocks. Trump was not the reason and nothing he says can prevent program selling"
X Link 2025-10-10T23:58Z 58.1K followers, 304.6K engagements
"$RGTI and $OKLO most bizarre stocks I ever saw (and bunch of similar in these two themes). Most will go to zero after rally but timing of that is uncertain"
X Link 2025-10-14T19:33Z 58K followers, 120K engagements
"I agree with Michael Burry. Everyone important involved in this network and to various degree dishonest. They have to play along until the party stops (some not literal similarities to Epstein network)"
X Link 2025-11-04T00:54Z 58K followers, 207K engagements
"This is too long to read even by Bill Ackman standards. New word for bailout "strategic national reserve". https://x.com/sama/status/1986514377470845007 I would like to clarify a few things. First the obvious one: we do not have or want government guarantees for OpenAI datacenters. We believe that governments should not pick winners or losers and that taxpayers should not bail out companies that make bad business decisions or https://x.com/sama/status/1986514377470845007 I would like to clarify a few things. First the obvious one: we do not have or want government guarantees for OpenAI"
X Link 2025-11-06T19:37Z 58K followers, 85.9K engagements
"Quick reminder that if you are gleeful cheering or mocking killing of a fellow citizen you are a POS no matter your education race or party affiliation"
X Link 2026-01-07T20:23Z 58.1K followers, 27K engagements
"Warsh is not a hawk he is a family loyalist. Gold and Silver could bounce"
X Link 2026-01-30T13:17Z 58.1K followers, 113.7K engagements
"A fair number of people in wall street banks were refusing to be part of the ponzi https://x.com/PeterSchiff/status/2019510654772609100s=20 The real story about Bitcoin isnt its 50% decline but that the biggest financial mania in history is likely over. Whats most amazing is how the scheme's promoters convinced the mainstream financial media Wall Street banks and elected government officials to embrace it. https://x.com/PeterSchiff/status/2019510654772609100s=20 The real story about Bitcoin isnt its 50% decline but that the biggest financial mania in history is likely over. Whats most amazing"
X Link 2026-02-05T21:43Z 58.1K followers, 58.5K engagements
"Korea $EWY is the new Silver $SLV beware of the upcoming drop"
X Link 2026-02-12T13:56Z 58.1K followers, 139K engagements
"To rally ironically market will need a hyperscaler or a software company to say they will stop investing in AI (stop buying inflated memory) and refocus on cash flow"
X Link 2026-02-12T16:31Z 58.1K followers, 33.6K engagements
"I wonder if Iran attack is happening this weekend. Military is in place. Talk were likely deception"
X Link 2026-02-13T18:04Z 58.1K followers, 38.9K engagements
"I think we are close to megacaps announcing pause in AI capex. When it happens we will see US memory stocks drop 50% (Korea 30%) like silver few weeks ago. This is a Trumped up market of rolling bubbles (quantum cmp rare earths tether-gold crypto nuclear AI capex .)"
X Link 2026-02-13T22:16Z 58.1K followers, 1M engagements
"Silver is almost guaranteed to drop 50% from these levels within a year or so. Historically episodes in commodities or various speculative assets point to that. Question is however MTM risk that can be substantial"
X Link 2026-01-26T05:39Z 58.1K followers, 286.4K engagements
"Epstein affair is the biggest scandal in the history of the USA. On the 250th anniversary Massie and Khanna deserve Presidential Medal of Freedom. Mind boggling that many public personalities (press politics social) try to sweep it under the rug. Take mental notes"
X Link 2026-02-10T13:17Z 58.1K followers, 61.1K engagements
"Like any tech this will be the outcome. It will be optimized recoded and we will discover the same can be done with 10x less memory compute or energy. Bulk of Capex will turn out to be a stock/GDP boosting scheme pushed by Trump on that CEO dinner. https://x.com/Mayhem4Markets/status/2022699218989695124s=20 This is a big deal. The DeepSeek [---] moment continues with a grand reveal from the big whale themselves as early as Monday. An open weight model that likely is on par with the proprietary frontier models. This further calls into question: 1) AI CapEx spending w/ RoI that is"
X Link 2026-02-14T18:14Z 58.1K followers, 123.4K engagements
"And if people think this is bearish not necessarily- it may stabilize Mag7 prices and push software sharply higher (degrossing)"
X Link 2026-02-15T16:59Z 58.1K followers, 15.5K engagements
"Potential situation: Some investors think AI will kill industries like software and sell other sell Mag7 on wasteful AI capex others yet bet on AI capex collapse from DeepSeek V.4 or China supply and sell all Semis. Instead of lifting AI suddenly sinks all boats"
X Link 2026-02-16T20:21Z 58.1K followers, 30.9K engagements
""not in a hurry" means will drag feet when things get worse. Like in fall of [----]. This is not bullish at all"
X Link 2025-03-19T19:13Z 57.8K followers, 88.2K engagements
""Black Monday or month end bounce that is the question""
X Link 2025-03-31T03:05Z 57.8K followers, 142.3K engagements
"Self inflicted Pearl Harbor. But don't despair war is not over. What a time to be alive for bears 🐻"
X Link 2025-04-02T22:16Z 57.8K followers, 58.1K engagements
"Powell is going to hang out Trump to dry with his tariffs. He is also very smooth about it. "He enjoys the job""
X Link 2025-04-04T15:56Z 57.8K followers, 81.6K engagements
"Trump now convinced everyone that he is crazy and ready for global recession. A bluff and next comes "deal" making. He will get heat over the weekend. As opposed to last week (which I posted) risk is now to go short into weekend"
X Link 2025-04-04T17:56Z 57.8K followers, 245K engagements
"Think of below and for now it is all in the head of [--] person. Who can change his mind at any time. Near term upside squeeze risk is bigger than downside risk. https://x.com/Mr_Derivatives/status/1908565035817066912 $SPX Lowest Daily RSI since Covid [----] lows. Lowest Weekly RSI since Covid [----] lows. Lowest Monthly RSI since the Sept/Oct bear market [----] lows. FWIW. https://x.com/Mr_Derivatives/status/1908565035817066912 $SPX Lowest Daily RSI since Covid [----] lows. Lowest Weekly RSI since Covid [----] lows. Lowest Monthly RSI since the Sept/Oct bear market [----] lows. FWIW"
X Link 2025-04-05T17:09Z 58K followers, 139.6K engagements
"@APompliano Omg this must be the dumbest thing i read today"
X Link 2025-04-05T23:02Z 58K followers, 162.9K engagements
"Oh we are just at my old price target im turning positive here"
X Link 2025-04-06T22:16Z 57.8K followers, 154.9K engagements
"Russell at [----] levels. These are small companies not MAG7 problem Scott. "Pro business" administration. [--] years of work they soiled it in a month"
X Link 2025-04-06T23:29Z 58K followers, 219.5K engagements
"massive intraday reversal. perhaps next is a positive smoke signal from administration again and another go for bulls. what a ****show"
X Link 2025-04-08T17:31Z 57.8K followers, 80.9K engagements
"I have a sense that China Japan and EU may come with their own trade deficit formula that involves buying of US treasuries"
X Link 2025-04-08T21:36Z 57.8K followers, 236.1K engagements
"Worked in markets under Greenspan Bernanke Yellen and Powell FEDs. Many many market crises. #1 Volatility analyst for [--] stright years. I have never seen a market crisis of this magnitude yet FED almost disinterested or even gleeful"
X Link 2025-04-08T22:43Z 57.8K followers, 482.7K engagements
"After bear market rally conclusion of the first phase now entering the meat grinder or economic uncertainty phase. For the sanity of mind best to stay away from the chop"
X Link 2025-04-10T14:19Z 57.8K followers, 133.8K engagements
"It would probably be helpful that Treasury and FED address situation in bond market and any contingency or plan of action"
X Link 2025-04-11T00:13Z 57.8K followers, 194K engagements
"Long treasury bond has bigger upside and smaller downside than stocks here. Seems like an opportunity"
X Link 2025-04-11T15:49Z 57.8K followers, 170.4K engagements
"Some clown on TV (seems on an xchange floor) saying [--] year yield will go to 10%. He probably didnt check stock of US government corporate and individual debt and do some 5th grade math with it. Amazing. Increases my conviction bond about to rally"
X Link 2025-04-11T18:33Z 57.8K followers, 284.7K engagements
"I heard it in the bacground on cnbc and didnt recognize Cem. I apologized to him for word clown. I do follow him here on X and find valuable. I also think that 10% would burn down country and in this time when bond market hanging on thread it was not right to say on national tv"
X Link 2025-04-11T22:46Z 57.8K followers, 159.6K engagements
"A man plants a bomb in his home. Primes it go off in a week. After panic gripps the neiborhood man decides to defuse the bomb. He is then celebrated by his wife children and friends as a hero and savior and his credit score improves. Markets will go up VIX will go down"
X Link 2025-04-12T14:30Z 58K followers, 174K engagements
"Trump misunderstood that while in each individual bilateral (tariff on goods) negotiation he has an upper hand in totallity of integrative multilateral negotiations agains the whole world he is cornered and bound to lose"
X Link 2025-04-15T14:40Z 57.8K followers, 81K engagements
"Hearing analysts saying we dont know anything about [----] but here is our view of [----]. Here is a thing if you dont have insights on [----] your view of [----] is useless too"
X Link 2025-04-15T20:22Z 57.5K followers, 52.8K engagements
"Private Asset (PA) latent volatility was swept under the rug for years. In [----] all eyes were on PA but nothing happen due to CB liquidity tsunami. Since then PA grew. What if there is a prolonged tariff downturn and no CB bailout Plus ongoing university endownment situation"
X Link 2025-04-16T12:52Z 57.6K followers, 241.8K engagements
"https://x.com/markoinny/status/1912489362845016169 Private Asset (PA) latent volatility was swept under the rug for years. In [----] all eyes were on PA but nothing happen due to CB liquidity tsunami. Since then PA grew. What if there is a prolonged tariff downturn and no CB bailout Plus ongoing university endownment situation. https://x.com/markoinny/status/1912489362845016169 Private Asset (PA) latent volatility was swept under the rug for years. In [----] all eyes were on PA but nothing happen due to CB liquidity tsunami. Since then PA grew. What if there is a prolonged tariff downturn and no"
X Link 2025-04-18T22:34Z 57.8K followers, 328.4K engagements
"We are now close to pre liberation day levels in S&P [---] which strikes me as too optimistic. What CEOs have seen since can't be unseen. Plus real eco hit only coming now"
X Link 2025-04-24T17:12Z 57.8K followers, 133.4K engagements
"Whether you lie as a negotiation tactic or you are just a pathological liar you can't be trusted. Most business deals are based on trust"
X Link 2025-04-25T12:48Z 58K followers, 78.4K engagements
"No point of holding stocks into the weekend. Deal news are not credible and shipping collapse news will be"
X Link 2025-04-25T14:12Z 57.6K followers, 139.9K engagements
"Bears don't show this chart to Trump: From Torsten Slok Apollo"
X Link 2025-04-27T13:51Z 57.8K followers, 125.2K engagements
"Feels like S&P [---] rally is starting to stall. Earnings tone this week would need to be stellar to squeeze another few % higher. More likely the first tangible effects of trade war (ports trucks) pull us lower into a double dip or even a retest. Risk Reward doesnt look great"
X Link 2025-04-28T22:55Z 57.8K followers, 157K engagements
"Bessent is in charge of China deal and Lutnick all others 🤣 🤣 🤣"
X Link 2025-04-29T18:10Z 57.8K followers, 96.2K engagements
"In a recession people prefer to eat at Microsoft https://x.com/FT/status/1917898875202896093 McDonalds US sales drop by most since height of pandemic in [----] https://t.co/Y38tXXBmte https://x.com/FT/status/1917898875202896093 McDonalds US sales drop by most since height of pandemic in [----] https://t.co/Y38tXXBmte"
X Link 2025-05-01T11:11Z 57.8K followers, 232.9K engagements
"It's not even news they essentially say "put tariffs to [--] and we will talk". Not happening. Look at NKY not buying any of it"
X Link 2025-05-02T01:16Z 57.8K followers, 107.7K engagements
"The largest company in the index down 5% on macro headwinds. Index rallies on mediocre payroll report"
X Link 2025-05-02T13:52Z 57.8K followers, 182.1K engagements
"Its officially sell in May and go away. We recovered from tariff and recession impact before they even started"
X Link 2025-05-02T17:01Z 57.8K followers, 176.4K engagements
"It was market dry run. After April swoon China knows not just Trump's cards but order of cards in deck. Strike of his put internal rifts industry allies SPX reaction function bonds retail sucked in CTA . for leverage logical they'd let market revisit lows before a deal"
X Link 2025-05-03T20:55Z 57.8K followers, 137.2K engagements
"So if i read this correctly $PLTR now grows slower than an average tech stock but has a multiple that is [--] times higher than an average tech stock. I must not be part of that growth cult i guess"
X Link 2025-05-05T20:17Z 57.8K followers, 291.6K engagements
"At this point admin must know recession is coming and they just want to speed up and get over with it so fed cuts. Feel slightly bad for "trust the plan" bagholders"
X Link 2025-05-06T03:26Z 57.8K followers, 137.7K engagements
"To think that this very first contact means an end to trade war would be as naive as to think that the first negotiation between Russia and Ukraine or Israel and hamas few years ago meant imminent end of the war back then. It didn't"
X Link 2025-05-06T22:17Z 57.8K followers, 89.3K engagements
"This tariff market jerking by administration will eventually make US stocks uninvestable"
X Link 2025-05-07T19:47Z 57.8K followers, 170.4K engagements
"If he left 10% for UK what can you expect for countries he dislikes. Stick a fork into overnight rally https://x.com/financialjuice/status/1920458166300561911 🔴 ⚠ BREAKING: US-UK trade pact will leave the 10% US tariff in place - CNN. https://x.com/financialjuice/status/1920458166300561911 🔴 ⚠ BREAKING: US-UK trade pact will leave the 10% US tariff in place - CNN"
X Link 2025-05-08T12:41Z 58K followers, 124.4K engagements
"Question is how big is the reduction to 80% 54% 34% 20% complete pause A bit odd why they wouldnt tell it before market"
X Link 2025-05-11T20:15Z 57.8K followers, 174.2K engagements
"For those claiming futures surging ripping massively up etc. Current move is below an average expected 1d move for the prevailing level of VIX"
X Link 2025-05-11T22:27Z 58K followers, 204.6K engagements
"Total fold. How they sell it to 'short term pain for long term gain' or 'wall street vs main street' theorists. https://x.com/DeItaone/status/1921895793100792207 BESSENT: APRIL 2ND LEVEL WOULD BE A CEILING FOR CHINA https://x.com/DeItaone/status/1921895793100792207 BESSENT: APRIL 2ND LEVEL WOULD BE A CEILING FOR CHINA"
X Link 2025-05-12T12:00Z 58K followers, 207.3K engagements
"$TLT appears to be a perfect 401k allocation nearly 5% coupon and should we ever go into a covid like monetary situation 100% upside"
X Link 2025-05-14T10:52Z 57.8K followers, 326.2K engagements
"$UNH according to bbg terminal RBC capital JP Morgan Bernstein Oppenheimer Morningstar analysts - all reiterated overweight this morning. I would assume they know the situation and believe in upside"
X Link 2025-05-15T15:08Z 57.8K followers, 172.3K engagements
"During the US debt downgrade episode in August [----] $SPY dropped 10% and $TLT rallied 10% (first [--] weeks of August) granted there were other things happening too but that was a general direction for those who were not in markets in August 2011"
X Link 2025-05-16T21:23Z 57.8K followers, 179.2K engagements
"There is no justification for this type of equity multiple given restrictive monetary policy trade war and macro uncertainty"
X Link 2025-05-28T10:59Z 58K followers, 249.8K engagements
"Bullish ATH thesis: Trump takes this as a face saving exit and ends trade war. Bearish thesis he doubles down "
X Link 2025-05-29T03:11Z 57.8K followers, 114.8K engagements
"My read on this is that 10y yield should be below 4%"
X Link 2025-06-03T13:32Z 57.8K followers, 140.5K engagements
"Whatever your market view is NDX rally of 36% in [--] months is not normal or "healthy""
X Link 2025-06-25T13:39Z 58K followers, 371.5K engagements
"So market is just going to ignore ADP today as some kind of conspiracy"
X Link 2025-07-02T20:13Z 57.8K followers, 159.1K engagements
"Market complacency evolved from "TACO" and "nothing ever happens" to now "everything is priced in" (like 50% tariffs and letters to EU/Canada). Correction is coming"
X Link 2025-07-11T05:01Z 57.8K followers, 145.4K engagements
"Bombings and big country tariffs on Saturdays. Above consensus tariffs after market close below concensus tariffs during market hours. Only so long you can fool the markets"
X Link 2025-07-12T13:31Z 58K followers, 116.4K engagements
"It is getting harder to pump more air into AI bubble with 30y yields here"
X Link 2025-07-15T15:52Z 58K followers, 94K engagements
"During April selloff I suggested Powell is wrong for not cutting rates. In retrospect Powell was and is right. If crypto and tech can make daily ATH (with bubble like valuations) rates are not restrictive enough"
X Link 2025-07-16T22:38Z 58K followers, 185.4K engagements
"When a whole sector is at all time low valuations relative to the market (0th percentile) it should be of interest to all investors (table from GS)"
X Link 2025-07-21T10:57Z 58.1K followers, 433.3K engagements
"Data centers may end up being the biggest missallocation of capital in human history (bigger even than windmills). Trillions to tweek order of videos in reels or spy on you to better target adds"
X Link 2025-07-30T15:03Z 57.8K followers, 393.1K engagements
"Basically when you have largest tech companies add overnight market cap of whole US industry groups or major country indices (msft meta) or add market cap of whole s&p small cap universe in [--] months (nvda) tells you are close to bubble top"
X Link 2025-07-31T14:52Z 57.8K followers, 77.3K engagements
"Would we even have this market rally if May and June jobs numbers were released correctly"
X Link 2025-08-01T16:01Z 57.8K followers, 68.3K engagements
"Fed should not cut. Calls for cutting are mostly political. Even they are incoherent ('we have the hottest economy and record stock market but rates too high' ). Just past week one crypto (ETH) currency added 1% of GDP but yeah we need easier money"
X Link 2025-08-14T12:36Z 57.8K followers, 58.5K engagements
"Data centers will soon become stranded assets"
X Link 2025-08-21T12:57Z 57.8K followers, 459K engagements
"I would fade. Valuations concentration and overall macro picture do not depend on plus / minus [--] fed cut"
X Link 2025-08-22T14:33Z 57.8K followers, 110K engagements
"$NVDA holds 8% of the S&P 500s total market capitalization the largest weight for any single stock in the history. Ridiculous. If this company didn't exist most wouldn't notice or their lives might even be better"
X Link 2025-08-27T02:10Z 58K followers, 179.6K engagements
"People say we know $NVDA growth will slow down and thats OK. But not just slow down. At some point cos will realize they invested $10 in AI and got say $3 of revs and cut new spend to zero. So growth will not just slow down but plummet. Until then is $NVDA musical chairs"
X Link 2025-08-27T21:21Z 57.8K followers, 75.8K engagements
"Stocks should really be in red on this trend in jobs"
X Link 2025-09-05T12:38Z 57.8K followers, 109K engagements
"Stock market used to be a leading indicator for economy. However due to passive index investing and momentum investing (CTAs retail chasing momentum stocks etc.) it's now likely a lagging indicator for economy"
X Link 2025-09-09T14:37Z 57.8K followers, 114.5K engagements
"$ORCL if it keeps 30% gap probably a great short tomorrow. Projecting an exponential growth [--] years out is garbage. There will almost certainly be a recession within the time horizon growth turning negative. How about competitors new entrants new technologies etc"
X Link 2025-09-09T22:58Z 58K followers, 102.4K engagements
"Company A puts a fake chart rallies 40%. Company B in sympathy rallies 10%. It wouldn't be insane if these were not the largest US companies bigger than most of country indices"
X Link 2025-09-10T14:34Z 57.8K followers, 82.9K engagements
"What happens when one or both of these customers stop buying due to e.g.recession fears. The stock is [--] - 10% of major indices. https://x.com/FirstSquawk/status/1967580371547246995 NVIDIAS TWO UNIDENTIFIED TOP CUSTOMERS ACCOUNTED FOR 39% OF ITS Q2 REVENUE. https://x.com/FirstSquawk/status/1967580371547246995 NVIDIAS TWO UNIDENTIFIED TOP CUSTOMERS ACCOUNTED FOR 39% OF ITS Q2 REVENUE"
X Link 2025-09-15T13:31Z 57.8K followers, 109.7K engagements
"$GOOG 25% move in one month outside of earnings; $ORCL 40% bogus move in one day $PLTR P/E etc. Yes this bubble is different from [----] as now cos have strong businesses and strong earnings but $ term moves nowadays put [----] bubble to shame and so will ultimate $ losses"
X Link 2025-09-15T22:56Z 58K followers, 135.8K engagements
"At some point market needs to start punishing tech companies for unprofitable AI spending the way it was punishing Oil and Gas E&Ps in [----] for drilling"
X Link 2025-09-24T16:07Z 58K followers, 64K engagements
"This dip buying will be dwarfed by pension selling next [--] days"
X Link 2025-09-24T17:33Z 57.8K followers, 130K engagements
"Why is now worse than [----] we now have government intentionally daily pumping stocks demanding companies make outlandish investment promises. All regulatory breaks let loose pumping crypto pushing for Fed cuts allowing all kind of things that shouldn't be allowed"
X Link 2025-09-27T21:03Z 57.8K followers, 146K engagements
"Trade war raging (chips soy.) president wants to fire Fed chair Government is shut down investors maxed out signs of slowdown everywhere (trucking jobs .) cracks in credit political violence deportations . I really can't figure out why is everyone bullish stocks"
X Link 2025-10-03T17:22Z 57.8K followers, 87.3K engagements
"If you liked $NVDA at $190 you will love it at $120"
X Link 2025-10-10T19:39Z 58K followers, 197.4K engagements
"Sunday TACO: Don't worry about China Trump doesn't want market crash President Xi just had a bad moment patronizing slightly offensive He doesn't want Depression for his country threat projection The USA want to help China lie"
X Link 2025-10-12T17:30Z 58K followers, 173K engagements
"they want to pump every obscure bit of the stock market bubble. Probably on request of someone who lost money in quantum unravel this week. https://x.com/zerohedge/status/1981165438483779779 *TRUMP ADMIN IN TALKS FOR STAKES IN QUANTUM-COMPUTING COS:WSJ https://x.com/zerohedge/status/1981165438483779779 *TRUMP ADMIN IN TALKS FOR STAKES IN QUANTUM-COMPUTING COS:WSJ"
X Link 2025-10-23T01:12Z 58K followers, 112.2K engagements
"Remember stationary bike + iPad company that traded at [---] few years ago and now is at [--]. Countless stock like that today"
X Link 2026-01-16T15:07Z 58K followers, 365.9K engagements
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