@nano_narrative nano.narrative

nano.narrative posts on X about ai, $spy, $tlt, $dxy the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

• [--] Week [------] +619%
• [--] Month [------] +501%
• [--] Months [-------] +3,528%

Mentions: [--] #

• [--] Week [---] +441%
• [--] Month [---] +488%
• [--] Months [---] +2,285%

Followers: [---] #

• [--] Week [---] +7.30%
• [--] Month [---] +8.10%
• [--] Months [---] +39%

CreatorRank: [---------] #

Social Influence

Social category influence stocks 57.49% finance 28.74% technology brands 11.98% cryptocurrencies 8.38% automotive brands 7.19% luxury brands 4.79% exchanges 1.2% currencies 1.2% social networks 0.6% financial services 0.6%

Social topic influence ai 13.17%, $spy #593, $tlt #47, $dxy #33, $qqq #436, $btc #3304, $oscr 4.79%, growth 4.79%, $race 4.79%, $u 4.79%

Top accounts mentioned or mentioned by @raydalio @kalshi @themoneyape @optstrategist @wublockchain @cryptorand @lisaabramowicz1 @benzinga @zerohedge @larkdavis @charliebilello @elonmusk @sjosephburns @pazavi @bergvikjohnny

Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Bitcoin (BTC) Oscar Health, Inc. (OSCR) Ferrari N.V. (RACE) Unity Software Inc. (U) Crocs, Inc. (CROX) Robinhood Markets, Inc. (HOOD) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Eclipse (ES) Cloudflare, Inc. (NET) Centrus Energy Corp. (LEU) Shopify Inc (SHOP) Nebius Group N.V. Class A Ordinary Shares (NBIS) DisChain (DIS) Tesla, Inc. (TSLA) SPX6900 (SPX) Vixco (VIX) Cameco Corporation (CCJ) NuScale Power Corporation (SMR) McDonald's Corp (MCD) Adobe, Inc. (ADBE) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Barrick Gold Corp. (GOLD) Hims & Hers Health, Inc. (HIMS) Salesforce Inc (CRM) Now Coin (NOW) SAP SE (SAP) Netflix Inc (NFLX) Take-Two Interactive Software, Inc. (TTWO) Mario Coin (COIN) USDC (USDC) Metadium (META)

Top Social Posts

Top posts by engagements in the last [--] hours

"@RayDalio productive.debt money works or it rots"
X Link 2026-02-07T17:43Z [---] followers, [--] engagements

"this week decides direction. not headlines. $SPX $ES $SPY $DXY #macroeconomics #CPI #NFP #FinTwit"
X Link 2026-02-08T09:15Z [---] followers, [--] engagements

"auctions matter. leverage listens. $TNX $TYX $TLT $ES #bonds #treasuries #yields #liquidity #FinTwit"
X Link 2026-02-08T09:20Z [---] followers, [---] engagements

"markets are all-in. surprises move fast. $SPX $VIX $ES $SPY #riskmanagement #volatility #sentiment #markets"
X Link 2026-02-08T09:24Z [---] followers, [--] engagements

"1/5: regulatory.ceasefire Voluntary halt of compounded GLP-1 pills under FDA scrutiny. Strategic risk reduction not surrender. $HIMS"
X Link 2026-02-08T11:25Z [---] followers, [---] engagements

"2/5: ip.friction Access vs IP enforcement. Safety markets or patents $NVO escalates pressure on $HIMS"
X Link 2026-02-08T11:26Z [---] followers, [---] engagements

"dip.buyer not everyone buys the dip. most become it. you dont catch fear. you drown in it. #dipbuyer #marketwashout #forcedselling #liquidation #panictrade #riskoff #volatility #finwit #marketpsychology #nanonarrative"
X Link 2026-02-09T07:38Z [---] followers, [--] engagements

"@WuBlockchain digital.bullion stablecoins learned from central banks"
X Link 2026-02-09T10:10Z [---] followers, [--] engagements

"@RayDalio short.selection what underperforms funds what outperforms"
X Link 2026-02-09T15:17Z [---] followers, [--] engagements

"@Kalshi credit.pullforward is growth borrowed from next year"
X Link 2026-02-09T15:28Z [---] followers, [--] engagements

"pause.digestion Dow 50k is a headline not a signal. Todays question: does breadth confirm or is this still a mega-cap carry $DJI $SPY $IWM"
X Link 2026-02-10T07:41Z [---] followers, [--] engagements

"ai.bounce Semis trying to reclaim the tape after the capex scare. Relief rally or a real reset toward monetization $NVDA $AMD $MU $QQQ"
X Link 2026-02-10T07:42Z [---] followers, [---] engagements

"data.doubleheader Markets trade Wed/Fri not Tue. Jan Jobs (NFP): Wed 8:30 ET Jan CPI: Fri 8:30 ET Expect positioning + vol into both. $TLT $DXY"
X Link 2026-02-10T07:42Z [---] followers, [--] engagements

"rates.reflex Hot data yields up duration pain. Soft data risk-on but watch the dollar + reacceleration fears. $TLT $QQQ $DXY"
X Link 2026-02-10T07:43Z [---] followers, [--] engagements

"tariff.twitch Trade headlines are back in the tape. Tariffs dont need to hit to move positioning - they just need to twitch. $CAT $XLI $JPM"
X Link 2026-02-10T07:43Z [---] followers, [--] engagements

"fed.reprice Warsh nomination keeps hawkish tail risk alive. The market will keep testing cuts later / higher longer through jobs + CPI. $TLT $SPY"
X Link 2026-02-10T07:44Z [---] followers, [---] engagements

"@cryptorand stake.concentration at what point does hodl become governance risk"
X Link 2026-02-10T09:41Z [---] followers, [--] engagements

"@lisaabramowicz1 duration.hubris when companies borrow for a century what are they really betting on"
X Link 2026-02-10T10:02Z [---] followers, [---] engagements

"@Benzinga retirement.reset who decides whats optional when costs keep rising"
X Link 2026-02-10T10:09Z [---] followers, [--] engagements

"@TheMoneyApe positioning.first capital commits only after belief settles"
X Link 2026-02-10T11:35Z [---] followers, [--] engagements

"@optstrategist trend.respect most losses happen betting against momentum"
X Link 2026-02-10T15:00Z [---] followers, [--] engagements

"reset.year $OSCR grew fast. paid for it. now betting [----] fixes the math"
X Link 2026-02-10T15:41Z [---] followers, [--] engagements

"growth.cost $OSCR revenue $11.7B in [----] (+27% y/y). membership hits 3.4M record. scale delivered. margins paid"
X Link 2026-02-10T15:41Z [---] followers, [--] engagements

"margin.pressure $OSCR full-year MLR 87.4% (vs 81.7% in 2024). higher morbidity + utilization. growth efficiency"
X Link 2026-02-10T15:42Z [---] followers, [--] engagements

"profit.reset $OSCR operating loss -$396M in [----]. adjusted EBITDA -$280M. profit reset year"
X Link 2026-02-10T15:42Z [---] followers, [--] engagements

"cost.control $OSCR SG&A ratio improves to 17.5% (from 19.1%). real cost leverage is visible. claims still dominate"
X Link 2026-02-10T15:43Z [---] followers, [--] engagements

"forward.execution $OSCR [----] guide: $18.719B revenue MLR 8283% $250450M operating income execution year"
X Link 2026-02-10T15:44Z [---] followers, [--] engagements

"peer.context $OSCR guides MLR above $UNH / $CNC / $HUM low-80s. gap = execution risk or upside"
X Link 2026-02-10T15:45Z [---] followers, [---] engagements

"source.check $OSCR Q4 & FY2025 earnings https://s27.q4cdn.com/943936911/files/doc_financials/2025/q4/Oscar-Health-Fourth-Quarter-and-Full-Year-2025-Financial-Results.pdf https://s27.q4cdn.com/943936911/files/doc_financials/2025/q4/Oscar-Health-Fourth-Quarter-and-Full-Year-2025-Financial-Results.pdf"
X Link 2026-02-10T15:56Z [---] followers, [--] engagements

"value.discipline $race revenues 7.15B (+7% y/y). margins up. volume stays tight"
X Link 2026-02-10T16:11Z [---] followers, [--] engagements

"margin.engine $race EBIT 2.11B (+12%). 29.5% margin - luxury with leverage"
X Link 2026-02-10T16:11Z [---] followers, [--] engagements

"cash.machine $race industrial FCF 1.54B (+50%). profitability liquidity control"
X Link 2026-02-10T16:12Z [---] followers, [--] engagements

"scarcity.moat $race shipments flat by design. order book into 2027"
X Link 2026-02-10T16:12Z [---] followers, [--] engagements

"mix.power $race personalization + sponsorships. pricing units"
X Link 2026-02-10T16:12Z [---] followers, [--] engagements

"future.signal $race [----] guide: 7.5B revenue. EBITDA margin 39%"
X Link 2026-02-10T16:13Z [---] followers, [--] engagements

"brand.compound $race doesnt chase growth. it compounds it"
X Link 2026-02-10T16:13Z [---] followers, [--] engagements

"source.check $race FY2025 earnings https://corporate.ferrari.com/en/investors/financial-results https://corporate.ferrari.com/en/investors/financial-results"
X Link 2026-02-10T16:13Z [---] followers, [--] engagements

"@zerohedge fee.deflation brokerage margins compress the moment choice expands"
X Link 2026-02-10T16:19Z [---] followers, [----] engagements

"revenue.shift FY2025 revenue: $4.5B (+52% y/y). Q4 revenue: $1.28B (+27% y/y). less meme cycles. more recurring activity. $HOOD"
X Link 2026-02-10T21:19Z [---] followers, [---] engagements

"profit.inflection FY net income: $1.9B. Q4 net income: $605M. operating leverage finally visible. cost discipline did its job. $HOOD"
X Link 2026-02-10T21:19Z [---] followers, [---] engagements

"crypto.repriced crypto still matters - but its no longer the story. Q4 crypto revenue: $221M (-38% y/y). options equities interest income volatility spikes. less casino. more platform. $HOOD"
X Link 2026-02-10T21:20Z [---] followers, [---] engagements

"user.depth ARPU up: Q4 $191 (+16% y/y). engagement per funded account up. growth isnt about mass signups anymore. its about monetizing attention. $HOOD"
X Link 2026-02-10T21:20Z [---] followers, [---] engagements

"narrative.check Robinhood isnt trying to be loved again. its trying to be durable. thats a very different trade. $HOOD"
X Link 2026-02-10T21:21Z [---] followers, [---] engagements

"capital.commitment Net deposits $15.9B in Q4 alone users arent just staying theyre funding more. Durable growth in action. $HOOD hood.reset $HOOD just reported Q4 & FY2025. this wasnt about trading hype. this was about rebuilding the engine. hood.reset $HOOD just reported Q4 & FY2025. this wasnt about trading hype. this was about rebuilding the engine"
X Link 2026-02-10T21:42Z [---] followers, [---] engagements

"enterprise.momentum Customers $100K ARR: [----] (+23% YoY) 73% of revenue from large customers (up from 69% last year). Record enterprise deal signed $42.5M per year largest in company history. Serious capital is moving to the edge. $NET"
X Link 2026-02-11T07:42Z [---] followers, [--] engagements

"agents.revolution CEO Matthew Prince: If agents are the new users of the web Cloudflare is the platform they run on and the network they pass through. Flywheel: More agents more code on Workers more demand for speed security networking. Built for the Agentic Internet. $NET https://twitter.com/i/web/status/2021490138816074177 https://twitter.com/i/web/status/2021490138816074177"
X Link 2026-02-11T07:43Z [---] followers, [--] engagements

"network.leverage $NET +1516% premarket ($208). Revenue accelerating to $2.168B. 34% Q4 growth. [----] large customers. Models get headlines. Networks capture flows. Is the market finally pricing the neutral rails of the agent economy ai.rails Everyone wants AI exposure. Very few own the rails. $NET delivered: Q4 Revenue: $614.5M (+33.6% YoY) Acceleration for the 3rd straight quarter. This isnt hype. This is infrastructure revenue. ai.rails Everyone wants AI exposure. Very few own the rails. $NET delivered: Q4 Revenue: $614.5M (+33.6% YoY) Acceleration for the 3rd straight quarter. This isnt"
X Link 2026-02-11T08:48Z [---] followers, [--] engagements

"swu.shift SWU revenue: $298.7M +23% volume. uranium is cyclical. SWU is contractual. value moved upstream in [----]. $CCJ $UEC"
X Link 2026-02-11T09:54Z [---] followers, [--] engagements

"backlog.stack $3.8B total backlog. $2.9B LEU. but $2.3B is contingent tied to financing + expansion. visibility exists. execution required. $URA"
X Link 2026-02-11T09:55Z [---] followers, [--] engagements

"earnings.pause [----] guide: $425475M revenue $350500M capital deployment. industrial buildout begins. margins likely pressured. Q4 EPS $0.79. market noticed. $LEU"
X Link 2026-02-11T09:57Z [---] followers, [--] engagements

"thesis.check miners extract $CCJ reactors consume $SMR $LEU enriches. if nuclear scales enrichment is the choke point. high barrier. high execution risk. source https://investors.centrusenergy.com/news-releases/news-release-details/centrus-reports-fourth-quarter-and-full-year-2025-results-and https://investors.centrusenergy.com/news-releases/news-release-details/centrus-reports-fourth-quarter-and-full-year-2025-results-and"
X Link 2026-02-11T09:59Z [---] followers, [---] engagements

"multiple.reset $U beat. Revenue $503M (+10%). Adj EPS $0.24. Stock -20%. This wasnt about the quarter"
X Link 2026-02-11T12:35Z [---] followers, [---] engagements

"$U Q1 guide: $480490M. Street $491492M. Small miss. High-multiple stock. That math breaks fast. http://expectation.gap http://expectation.gap"
X Link 2026-02-11T12:36Z [---] followers, [---] engagements

"vector.dependence $U Grow $338M (+11%). Vector = 56% of Grow. Ad Network still soft. When one engine drives the car any slowdown looks systemic"
X Link 2026-02-11T12:36Z [---] followers, [---] engagements

"margin.signal GAAP loss narrowing to (18)%. Adj EBITDA 25% margin. Operating leverage is real. But growth stocks trade on acceleration not repair. $U"
X Link 2026-02-11T12:37Z [---] followers, [---] engagements

"cash.secured FCF $119M. Cash $2.06B. Liquidity solved. Valuation Repriced. $U"
X Link 2026-02-11T12:38Z [---] followers, [---] engagements

"rerating.phase This is no longer Can Vector grow Its now: Can Vector re-accelerate fast enough to justify the premium Market says: prove it. $U"
X Link 2026-02-11T12:38Z [---] followers, [---] engagements

"source.check $U Q4 & FY2025 earnings release https://s205.q4cdn.com/200788659/files/doc_earnings/2025/q4/earnings-result/2025_Q4-Press-Release_FINA.pdf https://s205.q4cdn.com/200788659/files/doc_earnings/2025/q4/earnings-result/2025_Q4-Press-Release_FINA.pdf"
X Link 2026-02-11T12:41Z [---] followers, [---] engagements

"proof.cycle Unity 6: fastest adoption ever. Vector works. Margins improving. Cash strong. Stock still -20%. Is this reset enough Or does growth need to inflect again $U multiple.reset $U beat. Revenue $503M (+10%). Adj EPS $0.24. Stock -20%. This wasnt about the quarter. multiple.reset $U beat. Revenue $503M (+10%). Adj EPS $0.24. Stock -20%. This wasnt about the quarter"
X Link 2026-02-11T12:46Z [---] followers, [---] engagements

"capital.signal $SHOP authorized a $2B buyback. After years of reinvestment-first posture this is capital confidence - not cosmetic support"
X Link 2026-02-11T13:17Z [---] followers, [--] engagements

"guidance.tension Q1 [----] revenue growth: low-30s %. Strong. But FCF margin guides to low-to-mid teens. Acceleration continues with investment stepping back in. Watch that. $SHOP"
X Link 2026-02-11T13:18Z [---] followers, [--] engagements

"expectation.pricing There was minor EPS noise. The market ignored it. $SHOP is being priced on: acceleration + AI leverage + durable FCF + buyback. Narrative minor variance. source.check https://www.shopify.com/news/shopify-q4-2025-financial-results https://www.shopify.com/news/shopify-q4-2025-financial-results"
X Link 2026-02-11T13:23Z [---] followers, [--] engagements

"$SHOP up.big on Q4. 31% growth. 19% FCF margin. $2B buyback. Headline win. But is this durable acceleration Thread growth.engine $SHOP Q4 2025: Revenue $3.67B (+31% YoY) GMV $123.8B (+31% YoY) This isnt stabilization. Its re-acceleration. growth.engine $SHOP Q4 2025: Revenue $3.67B (+31% YoY) GMV $123.8B (+31% YoY) This isnt stabilization. Its re-acceleration"
X Link 2026-02-11T13:30Z [---] followers, [---] engagements

"@LarkDavis belief.dislocation price strength coexists with narrative doubt"
X Link 2026-02-11T14:37Z [---] followers, [--] engagements

"value.engine traffic is back. pricing held. the combo still works. Global comparable sales rose 5.7% with growth across all segments. $MCD https://twitter.com/i/web/status/2021898813674324473 https://twitter.com/i/web/status/2021898813674324473"
X Link 2026-02-12T10:46Z [---] followers, [--] engagements

"franchise.math asset-light still wins the margin game. Performance improvement was primarily driven by higher sales-driven franchised margins. $MCD"
X Link 2026-02-12T10:49Z [---] followers, [--] engagements

"steady.compounder not explosive growth. predictable earnings power. Q4 EPS $3.03 (+8%) and net income $2.16B (+7%). $MCD https://twitter.com/i/web/status/2021899672969752604 https://twitter.com/i/web/status/2021899672969752604"
X Link 2026-02-12T10:50Z [---] followers, [--] engagements

"cash.machine scale converts to shareholder return. Free cash flow reached $7.2B for [----] and the dividend was raised 5%. MCD Q4-25 - Exhibit [----] - vF Source: McDonalds Q4 & FY2025 Earnings Release https://corporate.mcdonalds.com/content/dam/sites/corp/nfl/pdf/MCD%20Q4-25%20-%20Exhibit%2099.1%20-%20vF.pdf https://corporate.mcdonalds.com/content/dam/sites/corp/nfl/pdf/MCD%20Q4-25%20-%20Exhibit%2099.1%20-%20vF.pdf"
X Link 2026-02-12T10:53Z [---] followers, [--] engagements

"ai.infrastructure $NBIS is showing hypergrowth - but not SaaS growth. This is a compute buildout phase. Capacity first. Monetization later. https://twitter.com/i/web/status/2021930607308066889 https://twitter.com/i/web/status/2021930607308066889"
X Link 2026-02-12T12:53Z [---] followers, [---] engagements

"Source: $NBIS Q4 & FY2025 Financial Release https://assets.nebius.com/assets/04f48f4e-48e9-468e-a428-ef16565c3fb5/Financial%20results_Q4%202025_11022026.pdfcache-buster=2026-02-12T11:56:40.932Z https://assets.nebius.com/assets/04f48f4e-48e9-468e-a428-ef16565c3fb5/Financial%20results_Q4%202025_11022026.pdfcache-buster=2026-02-12T11:56:40.932Z"
X Link 2026-02-12T12:59Z [---] followers, [---] engagements

"arr.beat End-2025 ARR: $1.25B beat on prior guidance of $900M$1.1B. [----] ARR target: $7B$9B. Capacity deployed demand locked in massive compounding ahead. Markets miss the forward curve. $NBIS"
X Link 2026-02-12T13:02Z [---] followers, [---] engagements

"narrative.lag Markets chase quarterly stories. $NBIS is compounding infrastructure: ARR beat to $1.25B [----] guide $79B signals conviction from deployment. Numbers follow build cycles. Narratives catch up later. Thread: ai.infrastructure $NBIS is showing hypergrowth - but not SaaS growth. This is a compute buildout phase. Capacity first. Monetization later. https://t.co/HDSS4WQlLg ai.infrastructure $NBIS is showing hypergrowth - but not SaaS growth. This is a compute buildout phase. Capacity first. Monetization later. https://t.co/HDSS4WQlLg"
X Link 2026-02-12T15:00Z [---] followers, [---] engagements

"comfort.engine $CROX is no longer a hypergrowth story. Its a cash-flow machine optimizing the base. [----] revenue topped $4B beating expectations. https://twitter.com/i/web/status/2021966779094806917 https://twitter.com/i/web/status/2021966779094806917"
X Link 2026-02-12T15:17Z [---] followers, [--] engagements

"channel.shift DTC kept growing while wholesale contracted. Direct-to-consumer +3.3% in 2025; wholesale fell 6.2%. The model is moving closer to the consumer. $CROX https://twitter.com/i/web/status/2021966875039572137 https://twitter.com/i/web/status/2021966875039572137"
X Link 2026-02-12T15:17Z [---] followers, [--] engagements

"brand.split Core Crocs held steady. HEYDUDE is the drag - revenue down double digits across periods. Portfolio digestion is still underway. $CROX https://twitter.com/i/web/status/2021967032103678075 https://twitter.com/i/web/status/2021967032103678075"
X Link 2026-02-12T15:18Z [---] followers, [--] engagements

"margin.reset Q4 revenue fell 3% and operating income declined YoY. Not demand collapse - normalization after peak profitability. $CROX https://twitter.com/i/web/status/2021967144146096555 https://twitter.com/i/web/status/2021967144146096555"
X Link 2026-02-12T15:18Z [---] followers, [--] engagements

"capital.return $700M operating cash flow funded aggressive buybacks. Company repurchased 6.5M shares for $577M in [----] (10% of float). $CROX https://twitter.com/i/web/status/2021967238807359956 https://twitter.com/i/web/status/2021967238807359956"
X Link 2026-02-12T15:18Z [---] followers, [--] engagements

"efficiency.mode Management identified $100M cost savings for [----] to drive efficiency while continuing to invest behind brands. This is an optimization cycle not expansion. $CROX https://twitter.com/i/web/status/2021967348861723025 https://twitter.com/i/web/status/2021967348861723025"
X Link 2026-02-12T15:19Z [---] followers, [--] engagements

"steady.state [----] guide: revenue roughly flat (-1% to slight growth) with EPS expected to rise to $12.88$13.35. Less growth story. More earnings durability. $CROX Source https://investors.crocs.com/news-and-events/press-releases/press-release-details/2026/Crocs-Inc--Reports-Fourth-Quarter-and-Full-Year-2025-Results-Issues-First-Quarter-and-Full-Year-2026-Outlook/default.aspx https://investors.crocs.com/news-and-events/press-releases/press-release-details/2026/Crocs-Inc--Reports-Fourth-Quarter-and-Full-Year-2025-Results-Issues-First-Quarter-and-Full-Year-2026-Outlook/default.aspx"
X Link 2026-02-12T15:20Z [---] followers, [--] engagements

"post.earnings reality.check: +15-20% move today on strong beat & raised EPS guide. Still 7-8x [----] EPS ($13 midpoint) aggressive buybacks (10% float/year pace) debt paydown. Not a growth rocket anymore but a durable cash machine at dirt-cheap multiples. Patient money wins here. $CROX"
X Link 2026-02-12T15:24Z [---] followers, [--] engagements

"saas.reset $IGV $CRM $NOW the collapse never came. capital just got priced again. https://twitter.com/i/web/status/2022007139028344991 https://twitter.com/i/web/status/2022007139028344991"
X Link 2026-02-12T17:57Z [---] followers, [---] engagements

"demand.rationalized $MSFT $SAP budgets didnt vanish. buyers just require provable roi now"
X Link 2026-02-12T17:59Z [---] followers, [--] engagements

"ai.monetization $MSFT $NOW $ADBE ai is not replacing saas. it is increasing revenue per workflow"
X Link 2026-02-12T17:59Z [---] followers, [--] engagements

"market.bifurcates $CRWD $ZS $SNOW ai and security accelerate. horizontal tools must justify every dollar"
X Link 2026-02-12T18:00Z [---] followers, [---] engagements

"ai.disruption $SPY -1.2% $DIA -1.2% $QQQ -1.6% Red session. Not panic. FinTwit says AI fear. Flows look more layered. Thread"
X Link 2026-02-12T20:14Z [---] followers, [--] engagements

"causality.stack Primary: de-risking into CPI tomorrow. Secondary: AI reframes earnings softness as structural risk. $CSCO -11% software contagion. Cross-asset selling = de-grossing"
X Link 2026-02-12T20:14Z [---] followers, [--] engagements

"narrative.shift AI was the growth engine. Now its the margin question. Not who uses AI who gets compressed by it $IGV $XLF $IYR"
X Link 2026-02-12T20:15Z [---] followers, [--] engagements

"flow.check $GLD red. $SLV red. $BTC red. When everything sells its liquidity reduction. Positioning unwind thesis collapse"
X Link 2026-02-12T20:15Z [---] followers, [---] engagements

"valuation.reprice $NVDA $MSFT $GOOGL down modestly. This is multiple calibration under uncertainty. Narratives amplify. Data triggers"
X Link 2026-02-12T20:16Z [---] followers, [--] engagements

"cpi.binary Soft CPI today was de-risking. Hot CPI disruption fear compounds. Tomorrow decides: shakeout vs regime. $SPY"
X Link 2026-02-12T20:16Z [---] followers, [--] engagements

"pre.print Ahead of todays CPI: headline seen 0.26% m/m 2.5% y/y. Goods disinflation still cooling the surface. $SPY $TLT #CPI"
X Link 2026-02-13T08:39Z [---] followers, [---] engagements

"@charliebilello basket.pain cpi feels different at the checkout"
X Link 2026-02-13T14:52Z [---] followers, [---] engagements

"grid.lag Generation is scaling. Grids are not. Transmission must double by [----]. Electrification = infrastructure race"
X Link 2026-02-14T09:21Z [---] followers, [--] engagements

"feed.liquidity 600M users scrolling markets. every cashtag = latent order flow. memes already moved price. now they route capital. $X"
X Link 2026-02-14T14:44Z [---] followers, [--] engagements

"broker.disrupted $HOOD owns accounts. $X owns attention. when trading embeds in narrative distribution beats infrastructure"
X Link 2026-02-14T14:45Z [---] followers, [--] engagements

"@elonmusk truth.invariant models must converge beyond consensus"
X Link 2026-02-15T13:54Z [---] followers, [--] engagements

"hollywood.shift when anyone can generate cinematic scenes exclusivity breaks. but taste still gates. Seedance moment seedance.shock AI video went viral overnight. cinematic scenes from prompts hit studio threat perception. $DIS $NFLX $TTWO #AIvideo #GenAI https://t.co/ZIrogU4tUS seedance.shock AI video went viral overnight. cinematic scenes from prompts hit studio threat perception. $DIS $NFLX $TTWO #AIvideo #GenAI https://t.co/ZIrogU4tUS"
X Link 2026-02-15T19:20Z [---] followers, [--] engagements

"ai.upside IMF: AI could lift global growth. As much as +0.3pp in [----]. More in medium term. $QQQ"
X Link 2026-02-16T10:50Z [---] followers, [--] engagements

"what happens when language stops explaining and starts triggering this is nano.narrative"
X Link 2026-01-09T10:53Z [---] followers, [---] engagements

"macro.cluster CPI soft - but PCE durables Fed minutes ahead. one data window can reprice rates. yields move first. equities react after. $TLT $DXY $SPX"
X Link 2026-02-16T14:42Z [---] followers, [--] engagements

"reopen.dislocation holiday positioning meets fresh macro. opening prints distort signal. first move true move. wait confirmation. $ES $NQ"
X Link 2026-02-16T14:47Z [---] followers, [--] engagements

"capacity.return $LEU FY2025: $448.7M revenue $77.8M net income this isnt uranium hype. its enrichment capacity. $URA"
X Link 2026-02-11T09:54Z [---] followers, [---] engagements

"cash.wall cash $1.96B vs $704M last year. equity + converts funded the build. balance sheet reset. scale needs capital. $SMR"
X Link 2026-02-11T09:55Z [---] followers, [---] engagements

"haleu.option DOE selected $LEU for a $900M HALEU award subject to negotiation. target: [--] tons/year post-2030. policy support signed cash. $BWXT $SMR"
X Link 2026-02-11T09:56Z [---] followers, [---] engagements

"growth.matured $SAP $ORCL $ADBE penetration is high. scaling now comes from displacement not adoption. https://twitter.com/i/web/status/2022007324320444544 https://twitter.com/i/web/status/2022007324320444544"
X Link 2026-02-12T17:58Z [---] followers, [---] engagements

"efficiency.enforced $CRM $WDAY $INTU easy money masked inefficiency. operating leverage is the new growth story"
X Link 2026-02-12T17:58Z [---] followers, [--] engagements

"range.wide Core forecasts 0.250.42: unusually dispersed. Seasonals + revisions risk = low-conviction print. $VIX $TLT #macro"
X Link 2026-02-13T08:40Z [---] followers, [--] engagements

"base.optics Both y/y near 2.5%. Base effects cool the optics not the momentum. $DXY $TLT #rates"
X Link 2026-02-13T08:40Z [---] followers, [--] engagements

"range.called Headline softer core in-range. Low-conviction print resolved benign. $SPY $TLT $DXY #CPI pre.print Ahead of todays CPI: headline seen 0.26% m/m 2.5% y/y. Goods disinflation still cooling the surface. $SPY $TLT #CPI https://t.co/C7DZeH6rkD pre.print Ahead of todays CPI: headline seen 0.26% m/m 2.5% y/y. Goods disinflation still cooling the surface. $SPY $TLT #CPI https://t.co/C7DZeH6rkD"
X Link 2026-02-13T13:34Z [---] followers, [---] engagements

"bank.rails US bank lobby warns GENIUS-style paths could give crypto firms early Fed-adjacent rails. Battle = dollar access. $BTC $COIN Source: https://www.bloomberg.com/news/articles/2026-02-09/banks-demand-delays-as-crypto-firms-push-for-fed-payment-access https://www.bloomberg.com/news/articles/2026-02-09/banks-demand-delays-as-crypto-firms-push-for-fed-payment-access"
X Link 2026-02-13T19:54Z [---] followers, [--] engagements

"yield.war White House stablecoin talks stalled on yield. Banks: cap it. Crypto: allow it. Deposits vs tokens. $USDC Source: https://www.bloomberg.com/news/articles/2026-02-02/stablecoin-yield-deadlock-persists-in-white-house-crypto-talks https://www.bloomberg.com/news/articles/2026-02-02/stablecoin-yield-deadlock-persists-in-white-house-crypto-talks"
X Link 2026-02-13T19:55Z [---] followers, [--] engagements

"clarity.stall No yield deal Clarity Act stuck. US crypto framework drifting in Senate. $BTC Source: https://www.reuters.com/sustainability/boards-policy-regulation/bessent-says-congress-should-pass-crypto-regulation-bill-this-spring-2026-02-13/ https://www.reuters.com/sustainability/boards-policy-regulation/bessent-says-congress-should-pass-crypto-regulation-bill-this-spring-2026-02-13/"
X Link 2026-02-13T19:56Z [---] followers, [--] engagements

"agency.split SEC vs CFTC taxonomy still unresolved. Security or commodity Fog offshore flow. $ETH Source: https://www.jenner.com/en/news-insights/client-alerts/sec-cftc-launch-unified-project-crypto https://www.jenner.com/en/news-insights/client-alerts/sec-cftc-launch-unified-project-crypto"
X Link 2026-02-13T19:57Z [---] followers, [--] engagements

"dollar.code GENIUS yield jurisdiction. US crypto policy = control of dollar rails. 2026: clarity or chess $BTC $COIN $USDC"
X Link 2026-02-13T19:57Z [---] followers, [--] engagements

"age.electricity Electricity demand grows far faster than total energy. Transport heat industry digital all plug in. World shifts molecules electrons. $NEE $TSLA"
X Link 2026-02-14T09:17Z [---] followers, [--] engagements

"ai.load AI + data centers = fastest electricity growth node. Highly concentrated: US China Europe. of US demand growth this decade. $NVDA $MSFT"
X Link 2026-02-14T09:18Z [---] followers, [--] engagements

"renewables.scale Solar + wind dominate new capacity worldwide. Clean power meets most demand growth. Intermittency storage + grids surge. $FSLR $ENPH"
X Link 2026-02-14T09:19Z [---] followers, [--] engagements

"fossil.plateau Oil + coal peak [----]. Gas later flatter region-uneven. Decline is slow not collapse. $XOM $LNG"
X Link 2026-02-14T09:19Z [---] followers, [--] engagements

"nuclear.return Nuclear expands for firm low-carbon power. SMRs lifetime extensions security policy. Baseload regains priority. $CCJ $URA"
X Link 2026-02-14T09:20Z [---] followers, [--] engagements

"capital.misaligned $1T/yr goes to clean generation. $400B/yr to grids. Mismatch becomes the bottleneck. Permits physics now"
X Link 2026-02-14T09:24Z [---] followers, [--] engagements

"demand.gravity Power demand growth concentrates in cities industry data. Emerging Asia + digital hubs lead. Geography shapes the transition"
X Link 2026-02-14T09:25Z [---] followers, [--] engagements

"energy.future More electricity. More clean. Still fossil. Grids decide the speed. Source: IEA World Energy Outlook [----] IEA Electricity [----] https://www.iea.org/reports/electricity-2026 https://iea.blob.core.windows.net/assets/81980a53-9716-47f1-904e-b92a2c4d2ea4/WorldEnergyOutlook2025.pdf https://www.iea.org/reports/electricity-2026 https://iea.blob.core.windows.net/assets/81980a53-9716-47f1-904e-b92a2c4d2ea4/WorldEnergyOutlook2025.pdf"
X Link 2026-02-14T09:28Z [---] followers, [--] engagements

"context.orders price chart buy - no exit. attention converts in-place. discovery and execution merge into one behavioral loop. $BTC $TSLA"
X Link 2026-02-14T14:44Z [---] followers, [--] engagements

"macro.cluster jobs + cpi + pce land in one short week. cuts pricing can reprice mid-tape. $SPY $TLT $DXY"
X Link 2026-02-15T08:31Z [---] followers, [--] engagements

"goldilocks.test data strong - but not too strong - keeps cuts alive. too hot or too cold breaks risk. $SPY $QQQ"
X Link 2026-02-15T08:32Z [---] followers, [--] engagements

"ai.split software disruption fear vs infra capex boom. spend now. payoff still debated. $MSFT $GOOG $AMZN"
X Link 2026-02-15T08:32Z [---] followers, [--] engagements

"rotation.shift value/energy/banks bid while tech digests. breadth quietly improving. $XLE $XLF $IWM"
X Link 2026-02-15T08:34Z [---] followers, [--] engagements

"policy.shadow tariffs + dereg + trump put in background pricing. politics adds macro volatility. $DXY $SPY"
X Link 2026-02-15T08:35Z [---] followers, [--] engagements

"energy.narratives power demand isnt the constraint. transmission is. generation outruns grids. energy.rising Global energy demand climbs into the 2030s. Population urbanization electrification AI. Efficiency slows growth not level. $XLE $URA https://t.co/V3w3kLAWMT energy.rising Global energy demand climbs into the 2030s. Population urbanization electrification AI. Efficiency slows growth not level. $XLE $URA https://t.co/V3w3kLAWMT"
X Link 2026-02-15T08:53Z [---] followers, [--] engagements

"seedance.shock AI video went viral overnight. cinematic scenes from prompts hit studio threat perception. $DIS $NFLX $TTWO #AIvideo #GenAI https://www.reuters.com/business/media-telecom/bytedances-new-ai-video-model-goes-viral-china-looks-second-deepseek-moment-2026-02-12/ https://www.reuters.com/business/media-telecom/bytedances-new-ai-video-model-goes-viral-china-looks-second-deepseek-moment-2026-02-12/"
X Link 2026-02-15T12:05Z [---] followers, [---] engagements

"studio.response Disney + Paramount sent C&D. concern: IP likeness training data in generative video. $DIS $PARA #Copyright #AI https://www.axios.com/2026/02/13/disney-bytedance-seedance https://www.axios.com/2026/02/13/disney-bytedance-seedance"
X Link 2026-02-15T12:06Z [---] followers, [---] engagements

"union.alarm SAG-AFTRA warns on voice + face replication without consent safeguards. $DIS $WBD #Actors #AIrights https://www.businessinsider.com/tom-cruise-brad-pitt-jeffrey-epstein-video-deepfake-seedance-bytedance-2026-2 https://www.businessinsider.com/tom-cruise-brad-pitt-jeffrey-epstein-video-deepfake-seedance-bytedance-2026-2"
X Link 2026-02-15T12:07Z [---] followers, [---] engagements

"tech.race Seedance joins Sora Veo Kling in multi-shot video generation. no monopoly fast race. $GOOG #AIrace https://www.theverge.com/ai-artificial-intelligence/877931/bytedance-seedance-2-video-generator-ai-launch https://www.theverge.com/ai-artificial-intelligence/877931/bytedance-seedance-2-video-generator-ai-launch"
X Link 2026-02-15T12:07Z [---] followers, [---] engagements

"cost.shift AI compresses pipeline: casting shoot VFX edit into inference. production cost falling. $ADBE #AItools https://www.reuters.com/business/media-telecom/bytedances-new-ai-video-model-goes-viral-china-looks-second-deepseek-moment-2026-02-12/ https://www.reuters.com/business/media-telecom/bytedances-new-ai-video-model-goes-viral-china-looks-second-deepseek-moment-2026-02-12/"
X Link 2026-02-15T12:08Z [---] followers, [--] engagements

"platform.edge ByteDance stack: creation + editing + distribution. AI video is platform-native media. $META #CreatorEconomy https://www.wsj.com/tech/ai/tiktoks-chinese-parent-has-an-app-to-replace-hollywood-7b31c6df https://www.wsj.com/tech/ai/tiktoks-chinese-parent-has-an-app-to-replace-hollywood-7b31c6df"
X Link 2026-02-15T12:09Z [---] followers, [--] engagements

"narrative.depth viral clips cinema. tools democratize visuals not storytelling depth. human direction remains. #Filmmaking https://www.theguardian.com/film/2026/feb/13/new-ai-video-generator-seedance-tom-cruise-brad-pitt https://www.theguardian.com/film/2026/feb/13/new-ai-video-generator-seedance-tom-cruise-brad-pitt"
X Link 2026-02-15T12:10Z [---] followers, [---] engagements

"rating.radar Agencies flag AI infra names: execution + monetization risk. Narrative cash flow (for now). $SMCI $DELL #CreditRisk #Ratings https://www.reuters.com/business/finance/ailed-software-selloff-may-pose-risk-15-trillion-us-credit-market-says-morgan-2026-02-10/utm_source=chatgpt.com https://www.reuters.com/business/finance/ailed-software-selloff-may-pose-risk-15-trillion-us-credit-market-says-morgan-2026-02-10/utm_source=chatgpt.com"
X Link 2026-02-15T13:40Z [---] followers, [---] engagements

"capital.war finance becomes strategic terrain. reserves assets currencies politicized. $GOLD $USD $CNY"
X Link 2026-02-16T08:53Z [---] followers, [--] engagements

"cycle.rhyme internal strain + external rivalry. late-order dynamics new variables. $VIX $GOLD"
X Link 2026-02-16T08:53Z [---] followers, [--] engagements

"5/ guidance.signal FY2026 Revenue Guide: $2.785B$2.795B (29% growth) Q1 2026: $620M$621M No deceleration. Still compounding at scale. Internet AI Agents Edge Is $NET becoming the neutral rails of the AI economy Source: $NET https://www.cloudflare.com/press/press-releases/2026/cloudflare-announces-fourth-quarter-and-fiscal-year-2025-financial-results/ https://www.cloudflare.com/press/press-releases/2026/cloudflare-announces-fourth-quarter-and-fiscal-year-2025-financial-results/"
X Link 2026-02-11T07:43Z [---] followers, [--] engagements

"ray.dalio macro historian of debt power and world orders. mapped how empires rise peak and transition. @RayDalio: the system is shifting again. 🧵"
X Link 2026-02-16T08:50Z [---] followers, [--] engagements

"macro.shift systems transition slowly then abruptly. this decade rewires the order. $GOLD $USD Source https://x.com/raydalio/status/2022788750388998543 https://t.co/tjmbT5ytUN https://x.com/raydalio/status/2022788750388998543 https://t.co/tjmbT5ytUN"
X Link 2026-02-16T08:53Z [---] followers, [--] engagements

"global.resilience IMF: world growth 3.3% through [----]. AI capex + policy offset trade drag. Economy bends - not breaks. $SPY $ACWI"
X Link 2026-02-16T10:47Z [---] followers, [--] engagements

"@SJosephBurns action.edge profits follow movement not meaning"
X Link 2026-02-16T11:13Z [---] followers, [--] engagements

"holiday.liquidity US closed. global books thin. price discovery shifts offshore. reopen gaps get seeded here. $SPY $QQQ $BTC"
X Link 2026-02-16T14:41Z [---] followers, [--] engagements

"ai.capex infra buildout confirmed in earnings. hyperscaler spend cycle intact. secular uptrend holds. cyclical path wobbles. $NVDA $MSFT $AMZN"
X Link 2026-02-16T14:44Z [---] followers, [--] engagements

"smart.cashtags clarification: data native not in-feed trading (yet). tap price + context inside $X. orders still off-platform. source https://x.com/nikitabier/status/2022726156202709067 smart.cashtags tap $TSLA or $BTC and trade inside the feed. $X collapses the stack: talk signal execution. social becomes broker. https://t.co/lrBPKeKVdt https://x.com/nikitabier/status/2022726156202709067 smart.cashtags tap $TSLA or $BTC and trade inside the feed. $X collapses the stack: talk signal execution. social becomes broker. https://t.co/lrBPKeKVdt"
X Link 2026-02-14T19:26Z [---] followers, [--] engagements

"fragile.resilience Growth holds - but concentrated. AI + policy sustain the cycle. Breadth decides durability. IMF WEO Jan [----] https://www.imf.org/-/media/files/publications/weo/2026/january/english/text.pdf https://www.imf.org/-/media/files/publications/weo/2026/january/english/text.pdf"
X Link 2026-02-16T10:51Z [---] followers, [--] engagements

"recession.signal staples up. denial still trending. $XLP $XLY"
X Link 2026-02-16T16:31Z [---] followers, [--] engagements

"concentration.risk Expansion rests on few sectors + firms. Hyperscalers carry disproportionate weight. Narrow drivers = fragile breadth. $QQQ"
X Link 2026-02-16T10:48Z [---] followers, [--] engagements

"energy.rising Global energy demand climbs into the 2030s. Population urbanization electrification AI. Efficiency slows growth not level. $XLE $URA"
X Link 2026-02-14T09:16Z [---] followers, [--] engagements

"capex.funding Hyperscaler AI buildout funded by record borrowing. Demand must catch up to leverage. $AMZN $META $GOOG #Capex #Datacenter https://www.reuters.com/business/retail-consumer/amazon-projects-200-billion-capital-spending-this-year-2026-02-05/ https://www.reuters.com/business/retail-consumer/amazon-projects-200-billion-capital-spending-this-year-2026-02-05/"
X Link 2026-02-15T13:36Z [---] followers, [--] engagements

"hedge.flow CDS quietly bid as hyperscaler borrowing surges. Protection before panic. $CDXHY #CDS #Hedging https://www.reuters.com/business/retail-consumer/alphabets-debt-raise-fuels-forecasts-record-year-corporate-bond-sales-2026-02-09/ https://www.reuters.com/business/retail-consumer/alphabets-debt-raise-fuels-forecasts-record-year-corporate-bond-sales-2026-02-09/"
X Link 2026-02-15T13:43Z [---] followers, [--] engagements

"hedge.alpha When debt prices risk early equity resets create entry. Spreads lead. Narratives follow. $SPY $QQQ $HYG #Macro #Risk"
X Link 2026-02-15T13:46Z [---] followers, [--] engagements

"power.shift rising powers challenge incumbents. multipolar replaces hegemonic. $EM $DXY"
X Link 2026-02-16T08:52Z [---] followers, [--] engagements

"smart.cashtags tap $TSLA or $BTC and trade inside the feed. $X collapses the stack: talk signal execution. social becomes broker"
X Link 2026-02-14T14:43Z [---] followers, [---] engagements

"feed.wallet payments creators trading. the feed becomes a wallet. super-app logic: conversation transaction. $X $BTC"
X Link 2026-02-14T14:47Z [---] followers, [--] engagements

"ai.debt AI euphoria priced in equities. Credit now asks: who repays Discipline returns via spreads. $NVDA $MSFT $AI #AI #CreditMarkets https://finance.yahoo.com/news/ai-bubble-fears-creating-derivatives-200000530.html https://finance.yahoo.com/news/ai-bubble-fears-creating-derivatives-200000530.html"
X Link 2026-02-15T13:32Z [---] followers, [--] engagements

"world.order post-1945 system fading. debt power shifts conflict cycles returning. $DXY $TLT $SPY"
X Link 2026-02-16T08:52Z [---] followers, [--] engagements

"debt.peak empires borrow late-cycle. buyers thin. yields rise. $BONDS $TLT"
X Link 2026-02-16T08:52Z [---] followers, [--] engagements

"policy.buffer US fiscal + softer tariff shock support growth. Trade drag milder than feared. Policy still a pillar. $SPY $DXY"
X Link 2026-02-16T10:49Z [---] followers, [--] engagements

"policy.dispersion [--] Fed voices one dataset. interpretations diverge. narratives fragment before price does. volatility gets pre-positioned. $2Y $10Y"
X Link 2026-02-16T14:44Z [---] followers, [--] engagements

"defensive.flow late-cycle playbook returns. staples healthcare utilities catch flow. uncertainty rises cashflow preferred. $XLV $XLP $XLU"
X Link 2026-02-16T14:46Z [---] followers, [--] engagements

"counter.force innovation adaptation productivity surges. dominance rarely fades linearly. $SPY $QQQ"
X Link 2026-02-16T08:53Z [---] followers, [--] engagements

"week.setup thin liquidity. heavy macro. crowded narratives. trend continuation - or regime reset. holiday calm ends here"
X Link 2026-02-16T14:47Z [---] followers, [--] engagements

"@Kalshi housing.lockout ownership drifts beyond median reach"
X Link 2026-02-16T15:04Z [---] followers, [--] engagements

"oil.narratives too much oil. except where it matters. $WTI $XLE"
X Link 2026-02-16T16:35Z [---] followers, [--] engagements

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