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@optima_t Optima

Optima posts on X about upside, stocks, inflation, $kcf the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

X Week XXXXX +341%

Mentions: X #

X Week XX +633%

Followers: XXX #

X Week XXX +122%

CreatorRank: XXXXXXXXX #

Social Influence #

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

Social topic influence upside 12.5%, stocks 12.5%, inflation #1373, $kcf 8.33%, tariffs #1340, sec 8.33%, $18lb 8.33%, long term 8.33%, $58lb #1, has been XXXX%

Top accounts mentioned or mentioned by @spillingthebean @mem64530898 @bolsonarosp @wearycenturion @similarweb @elonmusk @grok @vicentezotti @acce @hatedmoats @locoinvestments @blaughjoseph @weary_centurion @acoffeeeguy

Top assets mentioned Bitcoin (BTC) PayPal Holdings Inc (PYPL)

Top Social Posts #

Top posts by engagements in the last XX hours

"☕🚀 Big moves in coffee today Here's a quick analytical breakdown of what we are seeing: 📈 Price Action: Coffee futures ($KC_F) made a strong move to the upside today suggesting the path of least resistance is higher after the extended consolidation. The intraday fade along with a sell-off in stocks looks more like broad macro risk-off flows than a change in coffee fundamentals. We see this intraday pullback as brief since it is broader macro flow-driven. Soon bullish coffee fundamentals will takeover again and coffee will likely outperform other macro assets. 🔍 Under the Hood: The curve is"
X Link @optima_t 2025-10-14T14:11Z XXX followers, XXX engagements

"US-Brazil trade talks continue Yesterday's meeting (Oct 16) between Sec. Rubio & Brazil's team (Minister Vieira) ended with no tariff deal but was called "constructive." Political analyst whispers suggest Minister Vieira was surprised by Rubio's direct hard-line approach (typical of Rubio) much of the focus reportedly on judicial reform (reigning in Alexandre de Moraes) not just trade. It's important to note that U.S. Trade Representative Jamieson Greer was also present at the meeting with Rubio. @BolsonaroSP pointed out that Greer previously highlighted necessary judicial reforms when"
X Link @optima_t 2025-10-17T13:35Z XXX followers, XX engagements

"@Similarweb Is this truly organic or is it due to the OpenAI partnership with Apple Seems odd that the two OpenAI apps rank in the top two positions when other competitors are gaining share and momentum relative to ChatGPT/OpenAI @elonmusk @grok"
X Link @optima_t 2025-10-16T15:32Z XXX followers, XX engagements

"Yes coffee prices rose over the past year but zooming out over a very long time series one can see coffee prices have lagged materially. Coffee traded in a band of $1-3/lb for almost XX years while inflation gradually crept upward. Coffee's prior peak was $3.66/lb in 1977 which is equivalent to $18/lb today. It took nearly XX years to reach a new nominal price high. The price of $KC_F green coffee is about $4/lb today - so it's still far below peak. Low coffee prices have led to a substantial drawdown of global coffee inventory - inventory relative to consumption is now the lowest in 50"
X Link @optima_t 2025-10-17T04:14Z XXX followers, XX engagements

"Rotations can occur - in a down market the trend will reverse. When investors are risk-seeking and euphoric everyone tends to dream the dream and extend valuations for speculative companies. that sentiment can turn on a dime. cash flow and fundamentals always provide support very long term"
X Link @optima_t 2025-10-16T16:46Z XXX followers, XXX engagements

"CPI is massively gamed - helps keep US treasury borrowing costs low while inflation acts as a stealth tax for billions of people globally. For example look at OER (owner's equivalent rent) and other hedonic quality adjustments - over half of the basket excl energy and food is super easy to game using a black box calculation for rising housing prices (CPI adjustments create a massive lag - just look at CPI index for a house or rent XX years ago vs today and compare it to actual index values)"
X Link @optima_t 2025-10-16T15:30Z XXX followers, 1852 engagements

"☕ Coffee prices are set to skyrocket creating a "perfect storm" of margin pressure for roasters like Keurig Dr Pepper. We think coffee prices could soon go go $5-8/lb (vs under $4/lb today). Why the surge - Critically Low Global Inventories 📉: Stocks are at multi-decade lows due to years of production deficit. Brazil is nearly out of buffer. - Challenging Supply 🌧: Five years of adverse weather (frost heat) in Brazil means lower yields & reduced exports for years. New trees take 3-5 years. - Inelastic Demand 💸: Consumers will likely keep buying meaning roasters will have to pass on higher"
X Link @optima_t 2025-10-13T18:46Z XXX followers, XXX engagements

"@SpillingTheBean Zooming out over a longer time series EU coffee inventory is low by historical standards - inventory has been declining vs a fairly stable range of 10-15m bags for XX years"
X Link @optima_t 2025-10-09T18:30Z XXX followers, XX engagements

"China still remains a huge potential market that is not developed fully. China could experience a rapid growth in consumer adoption similar to that which Japan experienced during its economic boom in the 1980s. Luckin Coffee ($LKNCY) a Chinese coffee chain is aggressively growing its footprint in China and the broader world. Here's a long-term chart of coffee consumption growth in Japan - notice the rapid growth"
X Link @optima_t 2025-10-16T21:37Z XXX followers, XX engagements

"Nice congratulations. Coffee is volatile. Almost as volatile as Bitcoin in the early days 😂. Diamond hands. Take a look at long term charts spanning several decades - once a breakout occurs it can run hard. The breakout to upside is not yet firmly established but its moving in that direction. Seasonality favors strong November (best performing month of the year historically)"
X Link @optima_t 2025-10-14T20:03Z XXX followers, XXX engagements

"🚨 BEAR CALL DEBUNKED The "pending XX% collapse" call for Brazil's domestic coffee demand is not just misleadingit's historically highly improbable and unprecedented. ☕ Our analysis of XX years of extreme economic stress (hyperinflation debt crises severe recessions) shows that Brazilian coffee is a non-negotiable daily staple not a luxury. Consumers cut major purchases but their small affordable comfort remains. Key Data Highlights: - In XX years Brazilian domestic consumption NEVER declined by more than XXX million bags. - Demand stayed stable through hyperinflation & the worst modern"
X Link @optima_t 2025-10-13T14:17Z XXX followers, XXX engagements

"A 1970s redux should be good for coffee prices ☕ the bull market in coffee is just getting started. The last coffee peak prior to the recent run up was $3.65/lb in 1977 (equivalent to $18/lb today inflation adjusted). Since then it took XX years to hit a new high. As coffee analyst @SpillingTheBean has been saying for years the world is running out of coffee. Global stocks to use will be at the lowest level in more than XX years"
X Link @optima_t 2025-10-15T01:14Z XXX followers, XX engagements

"We think the fundamentals support that bullish setup. We think near-term coffee could go to $5-8/lb. Our recent analysis projects a long-term bull market through 2030 with a potential upside of 300-450% to $15-20/lb on surprises by Mother Nature. Here's a link to our long-format write up on the bull case for coffee: The bullish case is built on three pillars: X. Critically low inventories: Global stocks are expected to hit dangerous lows in 4Q 2025 / 2026 potentially falling below levels seen during the 1970s price spike. X. Weather volatility: The upcoming 2026 harvest in Brazil will likely"
X Link @optima_t 2025-10-14T23:41Z XXX followers, XX engagements

"@MEM64530898 Increasing backwardization (spot prices / earlier delivery prices later delivery prices) is often a sign of a growing bull market 👍"
X Link @optima_t 2025-10-14T23:34Z XXX followers, XX engagements

"@weary_centurion @acce What's your take on $PYPL as a potential takeout target Many of the potential strategic buyers (both public and private) trade at significantly higher valuations and a deal would make sense for most strategic buyers"
X Link @optima_t 2025-10-15T20:26Z XXX followers, XXX engagements