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@yashsiddham_ Avatar @yashsiddham_ Yash Siddham

Yash Siddham posts on X about ai, sentiment, india, stocks the most. They currently have XXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% cryptocurrencies XXXX% countries XXXX% automotive brands XXXX% currencies XXXX% travel destinations XXXX% exchanges XXXX%

Social topic influence ai 6.32%, sentiment #212, india 5.26%, stocks #4448, momentum #2083, $mstr #237, has been 3.16%, $bpcl 3.16%, ipo 3.16%, money XXXX%

Top accounts mentioned or mentioned by @stocksavvyshay @mrderivatives @barchart @greatmartis @poorbr0 @investingcom @hajiyevrashad @sunilgurjar01 @globalmktobserv @thexcapitalist @kobeissiletter @joinfingrad @thelonginvest @soniashenoy @badcharts1 @unusualwhales @tedpillows @cyclesfan @timmerfidelity @piyushchaudhry

Top assets mentioned Strategy (MSTR) NVIDIA Corp. (NVDA) UnitedHealth Group (UNH) BlackRock Inc (BLK) SolanaSail (SAIL) Equinix Inc (EQIX) Digital Realty Trust Inc (DLR) Walmart, Inc. (WMT) Electroneum (ETN) Enphase Energy Inc (ENPH) First Solar, Inc. (FSLR) Infosys Limited (INFY) Bella Protocol (BEL) Nokia Corporation (NOK) Metadium (META) Tesla, Inc. (TSLA) Berkshire Hathaway Inc Class B (BRK.B) Beyond Meat, Inc. (BYND) Bitcoin (BTC)

Top Social Posts #

Top posts by engagements in the last XX hours

"#SAIL Market Observation ( $SAIL ) The stock has closed above key EMAs (21 & 43) maintaining trend continuation on the daily chart. Volume expansion observed during the recent breakout near XXX. Short-term momentum remains positive with higher lows since March 2025. Debt-to-equity improving (0.55) P/E around XXXX. Supported by government capex & steel demand recovery. This post is for educational & analytical discussion only - not a buy/sell recommendation. #StockMarket #TechnicalAnalysis #SwingTrading #SAIL #SteelSector #MarketEducation #StocksToBuy"
X Link @yashsiddham_ 2025-10-31T09:01Z XXX followers, XXX engagements

"@poorbr0 @StockSavvyShay $EQIX $DLR (data-center REITs) $ETN $ABB $SIEGY (power + electrical) $ENPH / $FSLR (renewables feeding the grid) and $WMT / $MSTR type second-order load-buyers. Not a recommendation - just where the asymmetric setup may be"
X Link @yashsiddham_ 2025-11-02T18:50Z XXX followers, XXX engagements

"Pre-Market Report Oct XX 2025 SEBI plans Mutual Fund fee overhaul FICCI & CII start Budget talks US-China ease port fees Strong earnings: Premier XX% Adani Green XX% Focus sectors: Renewables Infra AI #PreMarket #StockMarket #Nifty #Sensex #AI #RenewableEnergy #Infra #IndiaEconomy #Nvidia #Adani"
X Link @yashsiddham_ 2025-10-29T02:33Z XXX followers, XXX engagements

"@Investingcom Painful month but this kind of flush usually sets up the next big swing. If BTC defends key support zones November could turn into a classic reversal month. Watching price not panic"
X Link @yashsiddham_ 2025-11-01T12:32Z XXX followers, XXX engagements

"@StockSavvyShay Polymarket becoming a real-time sentiment gauge is interesting. When influential people start using it the data becomes more than just a prediction. It becomes a feedback loop"
X Link @yashsiddham_ 2025-11-01T17:11Z XXX followers, XXX engagements

"@hajiyev_rashad Whats interesting is that the technical target ($4.9k$5k) also aligns with long-cycle inflation models and central bank accumulation trends. TA & macro saying the same thing always gets my attention"
X Link @yashsiddham_ 2025-11-01T07:09Z XXX followers, 2883 engagements

"@sunilgurjar01 This allocation change mirrors the broader India story: from consumer amd IT to factories infra and energy transition. Good to see fund houses finally reflecting the on-ground economic pivot instead of being backward-looking"
X Link @yashsiddham_ 2025-11-02T07:38Z XXX followers, 2005 engagements

"@sunilgurjar01 MTF data confirming what the price action has been hinting at - risk-on is definitely back. But with leverage building up this fast even a 2-3% dip can turn into a cascade. Good one to track daily"
X Link @yashsiddham_ 2025-11-02T09:15Z XXX followers, XXX engagements

"@joinfingrad Interesting comparison. Ichimoku definitely has a steeper learning curve but once mastered it gives better early trend confirmation than Alligator. Alligator feels more plug-and-play for beginners"
X Link @yashsiddham_ 2025-11-02T10:33Z XXX followers, XX engagements

"@Barchart Buffett doesn't sell because he is bearish he sells because he wants a better price later. 194B in cash is not a defensive move it's a sniper position"
X Link @yashsiddham_ 2025-11-02T19:48Z XXX followers, XXX engagements

"Stock to watch for coming week: Larsen & Toubro ( $LT) L&T has been in a strong uptrend recently pausing in a consolidation zone. Key level: 3800 A sustained move above can show fresh momentum. Support: around 3650. Heavy infra order book + sectoral strength backing technical structure. Not a buy/sell reco. Educational view only. #StocksToBuy #stockstowatch #StocksInFocus #LarsenToubro #StockMarketIndia #NSE #Trading"
X Link @yashsiddham_ 2025-09-28T08:04Z XXX followers, XXX engagements

"Market close Insight for today: Market Movers Today Top Gainers: INFO EDGE ( $INFOEDGE ) +4.77% INFOSYS ( $INFY ) +3.81% BAJAJ HLDNG ( $BAJAJHLDNG ) +3.24% HCL TECH ( $HCLTECH ) +2.55% TCS ( $TCS ) +2.21% Top Losers: ADANI POWER ( #ADANIPOWER ) XXXX% ZOMATO ( $ZOMATO ) XXXX% IOC ( $IOC ) XXXX% BPCL ( $BPCL ) XXXX% HYUNDAI MTR ( $HYUNDAIMTR ) XXXX% Key Indexes Close: NIFTY 50: 25891 NIFTY BANK: 58078 #InfoEdge #Infosys #bajajholdings #hcltech #tcs #adanipower #zomato #indianoil #bpcl #hyundaimotor #nifty50 #banknifty"
X Link @yashsiddham_ 2025-10-23T12:58Z XXX followers, XXX engagements

"@Mr_Derivatives Every retest near the 200DMAs's been a sentiment reset. If we get higher low here it could confirm long-term accumulation"
X Link @yashsiddham_ 2025-10-23T14:35Z XXX followers, XXX engagements

"1: Foreign capital is quietly flooding Indias banking system. From UAE to Japan to the US - global giants are buying stakes worth billions in Indian banks & NBFCs. Lets decode why #India #Banking #FDI #StockMarket #Economy"
X Link @yashsiddham_ 2025-10-25T08:23Z XXX followers, XX engagements

"2: Major Deals (202425) Emirates NBD is investing 26853 Cr in RBL Bank Sumitomo Mitsui is investing 15000 Cr in Yes Bank IHC (Abu Dhabi) is investing 8850 Cr in Sammaan Capital Warburg Pincus is investing 7500 Cr in IDFC First 3929 Cr in Shriram Housing #Investing #Finance #RBLBank #rbl #SammaanCapital #shriramhousing #yesbank"
X Link @yashsiddham_ 2025-10-25T08:23Z XXX followers, XXX engagements

"Indias IPO wave kicks into high gear in Nov 2025 - ten companies targeting 3500040000 crore raises led by marquee names like Lenskart Solutions ICICI Prudential AMC and BillionBrains Garage Ventures (parent of Groww). #ipoallotment #Markets #YashSiddham #IPOAlert #IPOs #ipo #StockMarketIndia #Stock"
X Link @yashsiddham_ 2025-10-26T02:18Z XXX followers, XXX engagements

"Gainers/Losers of the day 27th Oct 2025 Top Gainers XX Oct $BPCL XXXXXX XXXX% #BPCL $SBILIFE 1903.10 XXXX% #SBILife $IOC XXXXXX XXXX% #IOC #IndianOil $GRASIM 2923.90 XXXX% #Grasim $BANKBARODA XXXXXX XXXX% #BankofBaroda Top Losers $ADANIPOWER XXXXXX XXXX% #AdaniPower $BRITANNIA 5912.00 XXXX% #Britannia $KOTAKBANK 2148.60 XXXX% #KotakBank $BEL XXXXXX XXXX% #BharatElectronics $DIVISLAB 6490.00 XXXX% #DivisLab #StockMarket #Nifty50 #BankNifty #IndiaMarkets"
X Link @yashsiddham_ 2025-10-27T10:22Z XXX followers, XXX engagements

"BREAKING: $NOK surges nearly +30% after Nvidia ( $nvda ) announces a $X billion investment in Nokia. AI meets telecom - a new wave of smart infrastructure partnerships may be starting. #Nokia #Nvidia #AI #StockMarket #TechStocks #Investing #Semiconductors #YashSiddham For educational purposes only. Not investment advice"
X Link @yashsiddham_ 2025-10-28T17:21Z XXX followers, XXX engagements

"@StockSavvyShay $NVDA turning into the $APPL of AI - Visibility Demand and execution unmatched. The question is not growth its sustainability"
X Link @yashsiddham_ 2025-10-28T17:38Z XXX followers, XXX engagements

"@StockSavvyShay Big move. CoreWeave stepping into the Federal space signals how fast AI infrastructure is becoming mission-critical for defense & governance"
X Link @yashsiddham_ 2025-10-28T18:04Z XXX followers, XXX engagements

"Upcoming IPO Rush November is set to be blockbuster for Dalal Street Big names entering the market: ICICI Prudential AMC 9000 Cr Lenskart 7000 Cr Groww 6500 Cr Pine Labs 5500 Cr PhysicsWallah Boat Tenneco Park Hospitals and more Which one are you applying for #IPO #StockMarket #Investing #DalalStreet #Groww #Lenskart #PhysicsWallah #ICICIPrudential #PineLabs #Boat #YashSiddham #IPOAlert"
X Link @yashsiddham_ 2025-10-30T02:18Z XXX followers, XXX engagements

"Pre-Market Report Oct XX 2025 SC allows govt to review Vodafone Idea AGR dues L&T BHEL APL Apollo post strong Q2s Adani PortsJNPT MoU inked Govt mulls X Lakh Cr power bailout Focus: PSU Renewables #PreMarket #StockMarket #Nifty #BankNifty #Sensex #Adani #Nvidia #LarsenToubro #BHEL #VodafoneIdea #Investing #Markets"
X Link @yashsiddham_ 2025-10-30T03:00Z XXX followers, XXX engagements

"Gainers/Losers of the day: Gainers: $CANBK +3.20% $BPCL +2.73% $ADANIGREEN +2.47% $HYUNDAIMOTOR +2.38% $SIEMENS +2.30% Losers: $DRREDDY -XXXX% $CIPLA -XXXX% $VBL -XXXX% $HDFCLIFE -XXXX% $RECLTD -XXXX% Market breadth mixed - PSU Banks & Energy lead Pharma & Insurance under pressure. #StockMarket #NSE #Nifty50 #BankNifty #Trading #canarabank #BPCL #adanigreen #hyundaimotor #siemens #DRREDDY #CIPLA #vbl #HDFCLIFE #recltd #PSUBanks #Energy #Pharma #Equities #nifty #sensex"
X Link @yashsiddham_ 2025-10-30T11:36Z XXX followers, XXX engagements

"Top Gainers & Losers Market Snapshot Top Gainers: Bharat Electronics (BEL) XXXXXX XXXX% Canara Bank (CANBK) XXXXXX XXXX% United Spirits (MCDOWELL_N) 1431.40 XXXX% PNB (PNB) XXXXXX XXXX% Lodha Developers (LODHA) 1197.90 XXXX% Top Losers: Zomato (ZOMATO) XXXXXX XXXX% Varun Beverages (VBL) XXXXXX XXXX% Adani Power (ADANIPOWER) XXXXXX XXXX% Pidilite (PIDILITIND) 1444.60 XXXX% Vedanta (VEDL) XXXXXX XXXX% #StockMarket #NSE #BSE #MarketUpdate #StocksToWatch #Investing #Trading #BEL #CANBK #ZOMATO #VBL #ADANIPOWER #PIDILITIND #VEDL"
X Link @yashsiddham_ 2025-10-31T11:33Z XXX followers, XXX engagements

"@unusual_whales Smart cost optimization by JP Morgan. Shifting part of the workforce to lower-cost cities like Bangalore and Buenos Aires could structurally life margins in the long run"
X Link @yashsiddham_ 2025-10-31T11:45Z XXX followers, 5229 engagements

"@TedPillows Interesting signal. $MSTR tends to move in sync with Bitcoin's sentiment cycle. If it fails to reclaim the XX SMA soon it could mark a key sentiment shift"
X Link @yashsiddham_ 2025-10-31T12:17Z XXX followers, XXX engagements

"@CyclesFan Gap-ups near highs often test conviction. Wouldn't be surprised if early strength fades into consolidation before the next leg"
X Link @yashsiddham_ 2025-10-31T12:28Z XXX followers, XXX engagements

"@thexcapitalist When premiums rise faster than inflation for decades you know insurers arent just resilient theyre dominant. Pricing power is moat. $UNH quietly printing money"
X Link @yashsiddham_ 2025-10-31T15:17Z XXX followers, XXX engagements

"@TimmerFidelity Bond market calling the Feds bluff again. Two cuts getting priced in this early could light another leg higher for risk assets if CPI keeps trending sub-3%"
X Link @yashsiddham_ 2025-10-31T15:56Z XXX followers, XXX engagements

"@piyushchaudhry Agreed - This phase is where systems get exposed. Everyone love trend following in clean runs but the real test is when markets mimic past structures without repeating the same follow=through"
X Link @yashsiddham_ 2025-11-01T14:09Z XXX followers, XXX engagements

"@Mr_Derivatives With RSI oversold and fundamentals steady $META could be setting up for another reflex rally before year-end rotation"
X Link @yashsiddham_ 2025-10-31T16:12Z XXX followers, 3578 engagements

"@KobeissiLetter Massive passive inflows always look bullish on the surface but they also create the kind of one-way positioning that can snap harder when the tide turns. Ill ride the trend but Im keeping an exit map ready"
X Link @yashsiddham_ 2025-11-01T03:58Z XXX followers, XXX engagements

"@StockMKTNewz If Tesla is really pushing out AI6 AI7 and already teasing AI8 that means theyre moving toward vertical chip control like Apple did with silicon. Biggest question now: performance per watt vs NVIDIA"
X Link @yashsiddham_ 2025-11-02T05:36Z XXX followers, XXX engagements

"Lenskart IPO fully subscribed on Day X despite valuation concerns. 1.42x overall subscription led by BlackRock T. Rowe Price SBI HDFC MF Value-focused funds like PPFAS & Nippon stayed out Critics flag the 12x revenue multiple vs last years promoter buyback at much lower valuation (8700 cr) Will Day-2 demand justify the 70000+ cr implied valuation #LenskartIPO #lenskart #StockMarketIndia #IPOWatch #Markets #Investing #DalalStreet #IPOAlert"
X Link @yashsiddham_ 2025-11-01T03:53Z XXX followers, XXX engagements

"1. Warren Buffett is quietly sitting on $XXX BILLION in cash the largest cash pile in corporate history. Thats more than the GDP of over XXX countries. Last quarter $344B. This quarter $385B. Something BIG is coming. $BRK.B #WarrenBuffett #BerkshireHathaway #Investing #StockMarket #FinanceTwitter #BRKB"
X Link @yashsiddham_ 2025-11-01T15:37Z XXX followers, XXX engagements

"2. Buffett didnt forget to invest. Hes waiting. Stocks near all-time highs Bond yields finally paying 5%+ M&A valuations still expensive Recession risk not fully priced in Buffetts rule: Only swing when the pitch is perfect. Right now hes just stacking ammo"
X Link @yashsiddham_ 2025-11-01T15:37Z XXX followers, XX engagements

"3. When Buffett deploys this $385B it will: Rewrite valuations Trigger domino effects across sectors Likely be a once-in-a-decade buying moment Question is - what is he waiting for A crash A rate cut A monster acquisition What do you think Buffetts next move is"
X Link @yashsiddham_ 2025-11-01T15:37Z XXX followers, XX engagements

"@Barchart This is the dark side of higher-for-longer rates. When interest expense exceeds operating income defaults don't happen instantly - they build quietly then hit all at once. Credit markets will start pricing this in before equities do"
X Link @yashsiddham_ 2025-11-02T05:39Z XXX followers, XXX engagements

"Global Market Check - XX Nov GIFT NIFTY (GIX): 25850 +0.10% Dow Futures (YM): 47643 +0.17% S&P Futures (ES): 6899 +0.20% NIKKEI XXX (NI225): 52411 +2.12% Hang Seng (HSI): 25986 +0.31% KOSPI (KS11): 4199 +2.24% DAX (DAX): 23958 -XXXX% CAC XX (FCHI): 8121 -XXXX% FTSE XXX (FTSE): 9717 -XXXX% Asian markets leading with strong gains led by Japan & Korea. Europe mixed slight pressure on DAX & FTSE. US futures steady ahead of data. No Buy/Sell recommendation. Only for educational purposes. #StockMarket #GlobalMarkets #Nifty #SPX #DowJones #Nikkei #HangSeng #DAX #FTSE #Trading"
X Link @yashsiddham_ 2025-11-03T03:19Z XXX followers, XXX engagements

"Geopolitical Layer The more India procures from Russia the stronger the trade ties become. But it could also invite pressure from Western allies over sanctions & alignment. #macrotrends"
X Link @yashsiddham_ 2025-11-02T04:02Z XXX followers, XX engagements

"What Should Traders Do Track edible oil-linked input cost trends. Watch cold chain logistics stocks Stay alert for FMCG re-rating Avoid high-leverage plays - this supply story is still fragile #supplychain"
X Link @yashsiddham_ 2025-11-02T04:02Z XXX followers, XX engagements

"@zerohedge That's some serious index concentration. When X stocks drive XX% of a 7500 point rally it's less "broad bull market" and more "mega-cap melt-up. One reversal in the leaders and the whole index can stall fast"
X Link @yashsiddham_ 2025-11-02T05:34Z XXX followers, XXX engagements

"$BYND Beyond Meat (NASDAQ) Massive spike from $X to $X followed by steep profit booking. Now consolidating near $XXX with heavy volume cooling off - classic pump and fade setup. Support: $XXX Resistance: $XXX / $XXX Momentum: Weak - bulls losing control post-news euphoria. #BYND #BeyondMeat #NASDAQ #Stocks #Trading #Investing #YashSiddham Disclaimer: Educational purpose only. No buy/sell advice"
X Link @yashsiddham_ 2025-10-24T15:46Z XXX followers, XXX engagements

"@NorthstarCharts @KinesisMonetary The rejection at resistance and weakening momentum was visible for weeks. If BTC cant reclaim that trendline soon the capital outflow into hard assets like gold/silver will only accelerate. Good catch"
X Link @yashsiddham_ 2025-11-01T04:01Z XXX followers, XXX engagements

"@ecommerceshares Amazon really proving its a cloud company with a shopping app attached. XX% AWS growth changes the whole narrative again"
X Link @yashsiddham_ 2025-11-01T06:38Z XXX followers, XXX engagements

"@Chart_Wallah108 Numbers are impressive but 39x P/E already discounts a lot of optimism. Need to watch how FY26 plays out - guidance is great but margins in AI led fintech can be volatile if client spending slows"
X Link @yashsiddham_ 2025-11-01T06:50Z XXX followers, XXX engagements

"India market alert: As nearly $XX billion of foreign money fled Indian equities this year - highest in Asia - the RBI & SEBI have quietly triggered sweeping reforms across the financial sector. Faster listings easier borrowing foreign-fund access unlocked. The message: Capital wants clarity. Reforms are the response. #India #StockMarket #Reforms #FPI #Investing #MutualFund"
X Link @yashsiddham_ 2025-11-01T07:18Z XXX followers, XX engagements

"@WealthEnrich Fewer but bigger PSUs can improve capital strength tech spending and global competitiveness - but the real test will be integration efficiency. Past mergers fixed scale but not always culture NPA cleanup or governance speed"
X Link @yashsiddham_ 2025-11-02T08:01Z XXX followers, 12K engagements

"@nickgerli1 Real estate went from a yield asset to a leveraged capital gain asset over the last 40+ years. If rates stay higher for longer the model breaks - prices have to adjust or rents have to surge. Neither outcome is painless"
X Link @yashsiddham_ 2025-11-02T19:49Z XXX followers, XXX engagements

"@DeItaone China's tech and semiconductor slump usually signals either policy pressure or demand slowdown. If this continues it could tighten global chip sentiment ahead of the 2025 earnings season"
X Link @yashsiddham_ 2025-11-03T04:45Z XXX followers, 1651 engagements

"Global asset managers are betting big on Indias tech brainpower. From BlackRock to Point72 global funds are setting up AI and quant research hubs in Bengaluru & Hyderabad. Why Because India now powers the backend of global investing - AI data science portfolio analytics and automation. India isnt just the IT capital anymore - its becoming the Financial Intelligence Hub of the world. #India #GlobalMarkets #AI #Fintech #Quant #Investing #BlackRock #Bengaluru #Finance #StockMarket #Trading #Innovation #DataScience #WallStreet #DalalStreet"
X Link @yashsiddham_ 2025-10-31T02:18Z XXX followers, XX engagements

"Big Structural Change Coming to BankNifty SEBI to overhaul non-benchmark indices Min XX stocks in BankNifty Top stock capped @ XX % (vs XX %) Top X combined XX % (vs XX %) Rebalancing by Mar 2026 Mid-tier banks like Yes Bank Union Bank & Indian Bank may enter the index. BankNifty 2026 wont move the same way again #SEBI #BankNifty #StockMarket #FIIs #IndiaGrowth #Reforms #NiftyBank #hdfcbank #ICICI #SBI"
X Link @yashsiddham_ 2025-10-31T05:38Z XXX followers, XXX engagements

"@great_martis That support trendline has been Bitcoin's backbone all year. IF it holds again we could see a sharp move back toward the upper channel - But a breakdown opens a very different chapter. Next week really is make or break"
X Link @yashsiddham_ 2025-11-01T06:23Z XXX followers, XXX engagements

"@Barchart When $MSTR lags this hard historically it has either meant a sharp catch-up rally or Bitcoin topping out. The next few sessions will tell which one it is"
X Link @yashsiddham_ 2025-11-01T06:28Z XXX followers, XXX engagements

"@vtchakarova People keep looking at tariffs and headlines but the real leverage is in minerals. Whoevee controls rare earths controls batteries EVs missiles and semiconductors. This is not a pause - It's a pressure valve"
X Link @yashsiddham_ 2025-11-01T08:56Z XXX followers, XXX engagements

"@thexcapitalist People forget $UNH is still a cash flow machine with pricing power in a regulated industry. Market punishes it on sentiment but numbers keep improving"
X Link @yashsiddham_ 2025-11-01T11:54Z XXX followers, 1372 engagements

"@Investingcom Record earnings and record cash is classic Buffett signal. When he refuses to buy back or deploy capital it usually means he thinks valuations are stretched. Market should pay attention not just celebrate the numbers"
X Link @yashsiddham_ 2025-11-01T13:15Z XXX followers, 2420 engagements

"@hajiyev_rashad Interesting breakdown - the 14-year base and amplitude projection makes the $XX target technically reasonable but the real test will be whether silver can hold above the $XX - $XX breakout and avoid another failed macro breakout like 2011 and 2020"
X Link @yashsiddham_ 2025-11-02T07:31Z XXX followers, 4438 engagements

"@Jukanlosreve That $18B new-business figure in just one month is insane. If AWS was not compute-constrained the revenue beat wouldve looked very different. Capex upgrade for 2026-27 makes $AMZN a long-horizon compounder again"
X Link @yashsiddham_ 2025-11-02T09:17Z XXX followers, 1480 engagements

"@mike_sperle @great_martis True - the timeline is the hardest part. Liquidity + coordinated policy can stretch cycles longer than most expect. But when the bond market finally cracks equities wont get a warning bell itll just gap"
X Link @yashsiddham_ 2025-11-02T10:27Z XXX followers, XX engagements

"@cadalukaanubhav Nice structure. Volume contraction during the handle and expansion on breakout will be the real confirmation. Above 1020 with strength the move can get momentum"
X Link @yashsiddham_ 2025-11-02T10:39Z XXX followers, XX engagements

"@Mr_Derivatives Strong dollar squeezes liquidity globally so if this MOAT breakout happens again it won't just be a chart story - it will be a risk asset story. Equities EM and commodities would feel the pressure"
X Link @yashsiddham_ 2025-11-02T19:42Z XXX followers, XXX engagements

"@KobeissiLetter $4.5T parked in cash isnt bullish or bearish - its undecided capital. If rates fall and recession risk fades that wall of money becomes the next liquidity wave. If things break it becomes a deflation buffer. Either way cash is now the biggest position in the world"
X Link @yashsiddham_ 2025-11-03T03:11Z XXX followers, XXX engagements

"@GlobalMktObserv Rate cuts accelerating while equities make new highs is classic divergence. Either central banks see deeper stress than markets are pricing in or liquidity is overpowering fundamentals.for now"
X Link @yashsiddham_ 2025-11-03T04:23Z XXX followers, XX engagements

"@vandit_jain1994 Numbers look steady but the real upside will depend on how the market prices the interest rate cycle ahead. If NBFCs get a sentiment rerating Northern Arc may ride the sector tailwind"
X Link @yashsiddham_ 2025-11-03T04:47Z XXX followers, XX engagements