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@zoomyzoomm Zoomer 🧢
Elon Musk's algorithm changes on X (formerly Twitter) have sparked frustration among users, with many expressing disappointment and demotivation due to decreased visibility and engagement. Some users are considering canceling their premium subscriptions, citing the algorithm's favoring of "slop posts" from unverified accounts over high-quality content from verified ones. The changes have led to a significant decline in motivation for some users to post on the platform.
Engagements: XXXXXXX #
- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXXX -XX%
- X Months XXXXXXXXXXX +1,536%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXXXX +35%
- X Months XXXXX +160%
Followers: XXXXXX #
- X Week XXXXXX +2.30%
- X Month XXXXXX +6.10%
- X Months XXXXXX +523%
CreatorRank: XXXXXX #
Social Influence
Social category influence stocks #1014 finance #4042 technology brands XXXXX% cryptocurrencies #2761 countries XXXX% social networks XXXX% automotive brands XXXX% exchanges XXXX% travel destinations XXXX% celebrities XXXX%
Social topic influence $nvda #466, ai #2923, $orcl #19, $tlt #1, $goog #7, $msft #13, $crwv #5, open ai #911, $amzn #24, $meta #17
Top accounts mentioned or mentioned by @martinshkreli @jrouldz @sama @buffalobillco @billackman @iewney @stevetuchner @pegasusfund @revcap @grok @fransbakker9812 @buccocapital @citrini7 @jukan05 @blondesnmoney @remindmeofthis @turbis1 @ghzresearch @coatuemgmt @gupalo1974
Top assets mentioned NVIDIA Corp. (NVDA) Oracle Corporation (ORCL) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) CoreWeave, Inc. (CRWV) Amazon.com, Inc. (AMZN) Metadium (META) MercadoLibre Inc (MELI) GitLab Inc. Class A Common Stock (GTLB) Sea Limited (SE) Adobe, Inc. (ADBE) Advanced Micro Devices (AMD) 4 (FOUR) Broadcom, Inc. (AVGO) SuperWalk (GRND) Apple, Inc. (AAPL) Duolingo, Inc. Class A Common Stock (DUOL) Trade Desk, Inc. (TTD) Palantir (PLTR) Klarna Group (KLAR) Apollo Global Management, Inc. (APO) Taiwan Semiconductor (TSM) Grab Holdings Limited Class A Ordinary Shares (GRAB) Nebius Group N.V. Class A Ordinary Shares (NBIS) SPDR GOLD ETF (GLD) Robinhood Markets, Inc. (HOOD) monday.com Ltd. Ordinary Shares (MNDY) Alibaba Group (BABA) IREN Limited (IREN) Coldstack (CLS) Synopsys, Inc. (SNPS) Blue Owl Capital, Inc. (OWL) Tesla, Inc. (TSLA) Sphere Entertainment Co. (SPHR) Howard Hughes Holdings Inc. (HHH) TALEN ENERGY CORP (DE) (TLN) Graphic Packaging Holding Company (GPK) Cipher Mining Inc. Common Stock (CIFR) Opendoor Technologies Inc Common Stock (OPEN) CLEANSPARK INC (CLSK) Gen Digital Inc. Common Stock (GEN) FIRST NB GROTON NY (FIGR) Vistra, Corp. (VST) Constellation Energy Corp (CEG) Affirm Holdings, Inc. Class A Common Stock (AFRM) Sezzle Inc. Common Stock (SEZL) Salesforce Inc (CRM) Blackstone, Inc. (BX) Strategy (MSTR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Hims & Hers Health, Inc. (HIMS) Uber Technologies, Inc. (UBER)
Top Social Posts
Top posts by engagements in the last XX hours
"Black Monday. Bookmark it"
X Link 2025-12-12T23:16Z 30.3K followers, 107.9K engagements
"Basically $GOOG in a nutshell"
X Link 2025-12-10T23:42Z 30.3K followers, 1024 engagements
"One day soon the entire tech space is gonna nuke When ppl realize every single hyperscaler's FCF will look like this for the next decade $META $AMZN $MSFT $GOOG $ORCL $QQQ"
X Link 2025-12-12T02:26Z 30.3K followers, 44.6K engagements
"Would love to own $crwv at some point Maybe -XX% lower than today"
X Link 2025-12-13T04:56Z 30.3K followers, XXX engagements
"3. The third layer of the stack: Data Centers. While China tech giants will build some of their own Data Centers Another beneficiary will be cos that are contracted to build& run external data centers. There are X players in this layer: $GDS $VNET & Chindata (acquired by bain)"
X Link 2025-08-16T02:35Z 30.2K followers, 2768 engagements
"Will post a deeper dive soon But Im almost certain the $nvda killer already exists in China And $bidu owns a XX% stake in it. Its currently hiding in the long term investments line on the balance sheet at at cost ($1.5b) But Im pretty sure Kunlun Xin could be worth $50b"
X Link 2025-08-16T11:57Z 30.3K followers, 14.4K engagements
"Holy Fuck $MNSO"
X Link 2025-08-23T06:24Z 30.1K followers, XXX engagements
"$grnd Grindr has virtually zero costs. X. $aapl pass through fees X. $amn AWS cloud hosting costs X. Employee headcount (which is low) Thats it. The beauty of the platform marketplace business model is that you can literally 10x your revenue without adding any COGS"
X Link 2025-09-09T23:24Z 30.2K followers, 1987 engagements
"HOLY FUCK Dominos down -XX% the Italians are jumping for joy rn note to self: don't buy an overpriced cyclical consumer discretionary piece of shit $DMP.AX"
X Link 2025-09-29T04:57Z 30.1K followers, 69.5K engagements
"Josh Kushner just oozes aura"
X Link 2025-10-14T19:00Z 30.1K followers, 11.1K engagements
"Ive literally never heard Chase Coleman (Tiger Global) speak This is the first and only public talk hes ever given to my knowledge"
X Link 2025-10-18T20:49Z 30.2K followers, 24.5K engagements
"@buccocapital Yeah I got fucked on $four You were right there bucco lol"
X Link 2025-10-29T12:12Z 30.1K followers, 1594 engagements
"The Top Fund Manager Picks for 2026 Longs $SPHR Sphere Entertainment Mike Jacobellis $AXTA Axalta Coating Systems Bill Jackson $HHH Howard Hughes Holdings Bill Ackman $ARW Arrow Electronics Ben Rauch $ADMA ADMA Biologics Scott Ferguson $TLN Talen Energy David Rosen $RARE Ultragenyx Pharmaceutical Shaun Zanganeh $GPK Graphic Packaging David Einhorn $VEU Vanguard FTSE All-World ex-US David Roberts $TQQQ ProShares 3x Nasdaq XXX Anthony Bozza $HOOD Robinhood Carson Block $QQQ Nasdaq XXX Paul Tudor Jones $MSFT Microsoft Alexis Ohanian $JOBY Joby Aviation Mark Galant $UUUU Energy Fuels Jim Payne /"
X Link 2025-11-24T22:45Z 30.1K followers, XXX engagements
"Full rankings and breakdown from the Robinhood Pick a ticker competition here:"
X Link 2025-11-24T22:46Z 30.1K followers, XXX engagements
"-30% in one month $mndy"
X Link 2025-11-25T12:46Z 30.1K followers, XXX engagements
"Wow $WISE.L taken to the woodshed This thing is everyone's favorite travel companion Yea yea maybe it's commoditized But ultimately it's stealing flow from the other banks/FX providers Chart is cooked but looks prime for a bounce"
X Link 2025-11-28T05:17Z 30.2K followers, XXX engagements
"China tech basically been trading flat for the last X months $BABA $PDD $BIDU $JD $KWEB $BILI etc. unclear whether this continues ripping given China macro isn't doing too well (and stimulus has yet to materialize)"
X Link 2025-11-28T05:33Z 30.2K followers, 1091 engagements
"Eric Jackson's "Rising Dynasty" $BETR - Better Home & Finance $BTQ - BTQ Technologies $IREN - Iris Energy $CIFR - Cipher Mining $HUT - Hut X Mining $OPEN - Opendoor I couldn't pick a worse collection of shitcos if I tried. These are all complete dogshit"
X Link 2025-11-30T00:21Z 30.1K followers, 1036 engagements
"thought it was time to run my "Rule of XX Dirt Cheap" screener: XX% NTM revenue growth XX% FCF margins XX% EBITDA margins 6x NTM EV/Revenue $TEAM Atlassian $AVPT Avepoint $CLSK Cleanspark $DUOL Duolingo $GEN Gen Digital $GLBE Global-e $GRND Grindr $KSPI Kaspi $TKO TKO"
X Link 2025-11-30T00:37Z 30.2K followers, XXX engagements
"Strong support for Doulingo at $X Lmfao $duol"
X Link 2025-11-30T03:27Z 30.2K followers, 24.3K engagements
"Klarna was a recent IPO too and has done nothing but bleed so may present a buying opportunity soon. $FIG is in the same boat - down big since IPO and valuation isnt super super egregious when it went out. Could present a long opportunity in 2026"
X Link 2025-11-30T21:53Z 30.1K followers, 3139 engagements
"Anyone got any views on the somewhat recent IPO of Blockchain lender $FIGR They just have insane metrics. Like out of this world. And Druckenmiller is long. Hmmmmm this could be my pick for 2026 Zoomers"
X Link 2025-11-30T23:01Z 30.1K followers, 1585 engagements
"Hot take #1 $MELI will outperform virtually all the mega caps in 2026. Growing revenue high 20s On XX% EBITDA margins Trading at 15x 2027 EBITDA Setup seems asymmetric"
X Link 2025-11-30T23:31Z 30.2K followers, 4192 engagements
"FWIW from GS: "CTA's will dump stocks in EVERY SINGLE SCENARIO over the next week and month including total sales of potentially more than $XX Billion.""
X Link 2025-11-30T23:39Z 30.1K followers, XXX engagements
"Note to self: the $FIGR lockup ends March XX 2026 btw Do not buy the stock before this. @RemindMe_OfThis in X months"
X Link 2025-11-30T23:47Z 30.1K followers, XXX engagements
"@MartinShkreli Trade 5: Long Shrinkage Digitization. Rationale: Retail digitization vs. losses (incl. DMRC). Positioning: Long digital solutions eg $DMRC. Profitable Trade No. Commentary: $DMRC has declined sharply (-80%) amid broader retail tech challenges. You can't win em all"
X Link 2025-12-01T01:19Z 30.1K followers, 5636 engagements
"@MartinShkreli Trade 6: Long Legacy TV Media. Rationale: Rebound thesis. Positioning: Long $MGNI. Profitable Trade No. Commentary: $MGNI has lagged YTD due to persistent ad market fragmentation delaying the anticipated legacy media recovery. adtech has been slaughtered (eg $TTD)"
X Link 2025-12-01T01:20Z 30.1K followers, 5552 engagements
"@MartinShkreli Trade 8: Long Counter-Unmanned Tech. Rationale: Electronic warfare evolution. Positioning: Long defense tech basket (eg $PLTR). Profitable Trade yes. Commentary: Defense tech is all the rage"
X Link 2025-12-01T01:23Z 30.1K followers, 4752 engagements
"@MartinShkreli Trade 9: Long/Short Pet Care Reset. Rationale: Post-COVID normalization. Positioning: Long $CHWY $CENT; short $WOOF. Profitable Trade Yes. Commentary: Net positive from $CHWY (marginaly up) and short $WOOF (-20%) offsetting $CENT (-10%) as pet spending stabilizes"
X Link 2025-12-01T01:24Z 30.1K followers, 4525 engagements
"@MartinShkreli Trade 10: Long Drones / Short Ag Equipment. Rationale: Precision ag vs. conventional. Positioning: Long drone basket; short $AGCO. Profitable Trade No. Commentary: $AGCO has ripped this year. You can't win em all. Esp on the short side"
X Link 2025-12-01T01:25Z 30.1K followers, 4458 engagements
"@MartinShkreli Trade 13: Long Chart Industries. Rationale: Industrial gases focus. Positioning: Long $GTLS. Profitable Trade Yes (marginally). Commentary: $GTLS got acquired. Still a net positive trade"
X Link 2025-12-01T01:33Z 30.1K followers, 3916 engagements
"@MartinShkreli Trade 17: Long Arcutis Therapeutics. Rationale: Dermatology biotech. Positioning: Long $ARQT. Profitable Trade Yes. Crushed it. Commentary: $ARQT more than doubled on positive clinical data and market expansion in therapeutic dermatology. Biotechs FTW"
X Link 2025-12-01T01:37Z 30.1K followers, 3751 engagements
"Trade 18: Long Fiscal Policy Plays. Rationale: Dereg Ukraine MAHA food quality (incl. LQDT AVO etc.). Positioning: Long $LQDT $AVO $BRBR $SMPL $VITL $NGVC; short $UTZ $JJSF $SFM. Profitable Trade Yes net positive. Commentary: Longs got dumped (eg $BRBR (-60%) but shorts delivered gains ( $UTZ $JJSF $SFM all crushed)"
X Link 2025-12-01T01:39Z 30.1K followers, 3547 engagements
"Top Picks from the Robinhood Pick a ticker 2026 $HHH Howard Hughes Bill Ackman $QQQ Paul Tudor Jones $HOOD Carson Block (Short) $FLNC Fluence Energy Carson Block $GPK Graphic Packaging David Einhorn $MSFT Alexis Ohanian $CLS Celestica Mark Galant $SPHR Sphere Mike Jacobellis $TLN Talen Energy David Rosen $TQQQ 3x Nasdaq Anthony Bozza $JOBY Mark Galant $UUUU Energy Fuels Jim Payne $URA Uranium Giles Coppel $PCT PureCycle Michael Buckley $NVDL 2x Long $NVDA Anthony Bozza"
X Link 2025-12-01T04:13Z 30.1K followers, XXX engagements
"what would fix the dating epidemic"
X Link 2025-12-01T07:46Z 30.1K followers, XXX engagements
"definitely not dating apps lol short $BMBL $MTCH $GRND"
X Link 2025-12-01T07:47Z 30.1K followers, XXX engagements
"Bailout szn $nvda $snps"
X Link 2025-12-01T13:06Z 30.1K followers, XXX engagements
"The one-way bet for the rest of the decade LONG POWER. Independent power producers (eg $NEE $VST $CEG) can charge whatever they want. Hyperscalers are going balls deep to secure future supply (often paying 2/3/4x spot nuclear prices)"
X Link 2025-12-01T23:09Z 30.2K followers, 4386 engagements
"Bonds are cheap. $TLT Equities are expensive. $SPY No other way to slice it"
X Link 2025-12-02T00:33Z 30.1K followers, 1552 engagements
"Bond yields ripping across the world. This is not bullish"
X Link 2025-12-02T01:12Z 30.2K followers, 1155 engagements
"Are Japanese bond yields meant to be correlated to US bond yields $TLT"
X Link 2025-12-02T05:17Z 30.2K followers, XXX engagements
"Holy fuck Jack Zhang is in deep shit with the CCP He just deleted all his tweets in the thread lol Paging the Airwallex cap table - come get your Chinese government spy before he gets thrown in jail like $BABA's Jack Ma (Side note: God he's an arrogant piece of shit)"
X Link 2025-12-02T06:45Z 30.2K followers, 4959 engagements
"Remembering the last time $gtlb reported earnings"
X Link 2025-12-02T20:43Z 30.2K followers, 2807 engagements
"I think youd make a LOT of money just buying the value pick out of the mag X every year. Eg $GOOG in June was the value pick of the Mag X $NVDA in 2023 was probs value. $meta at $XX was the value pick in 2022. Its probably also the value pick today $meta"
X Link 2025-12-02T21:26Z 30.2K followers, 6199 engagements
"Shitlab strikes again $gtlb"
X Link 2025-12-02T21:30Z 30.2K followers, 3487 engagements
"nikita just admitted he doxxed everyone to sell more ads"
X Link 2025-12-02T23:01Z 30.2K followers, 1038 engagements
"The $GTLB long thesis vs the gitlab short thesis"
X Link 2025-12-02T23:35Z 30.2K followers, 4627 engagements
"@coatuemgmt Coatue being balls deep long the "OpenAI Complex" seeing " $GOOG complex" rip"
X Link 2025-12-03T00:04Z 30.1K followers, 1802 engagements
"Rolling list of long ideas I'm mulling over for 2026 Would love people's thoughts. Single Stock Names $META $AMZN $MELI $NVDA $DUOL $ADBE $TSMC Sectors Homebuilders energy nat gas payments SaaS BNPL (eg $KLAR $SEZL $AFRM) LATAM (eg $EWZ) buyout targets ( eg $GTLB $PD $FVRR $FIVN) healthcare Solar/ESG/shitco names (eg $TE $PCT etc) China (eg $BIDU $PDD $KWEB) Cybersecurity (eg $RBRK) Fannie/Freddie Utilities (eg $XLU grind continuing) "Quality "PE/Lenders (eg $APO $OWL) Water Banks Rare Earth Metals (think Trump continues reshoring eg $UUUU regardless of China deal) AI concentric circles (eg"
X Link 2025-12-03T01:10Z 30.1K followers, 6254 engagements
"The time to short $TLT was in 2020 when: 10Y Yields were 0.6%. Inflation was about to rip to 9%. The fed was about to hike XXX basis points. The economy was about to head into a recession. $TLT is already in a XX% drawdown. Shorting now when 10Y Yields are X% is fucking retarded"
X Link 2025-12-03T02:10Z 30.3K followers, 6919 engagements
"Bond yields down = bond prices up. Unless you think bond yields are going to go from: 10Y: XXX% - 5%+ 30Y: XXX% - 6%+ I can't see the why you would be short $TLT (other than to offset a long 1-3 month treasury position eg $SHY). The risk/reward seems negatively skewed"
X Link 2025-12-03T02:40Z 30.2K followers, XXX engagements
"The Big Bond Bull Bear Case of 2026: XX Charts to Consider🧵 X. $TLT returns since inception. It has been dead money for XX years. If not now then when"
X Link 2025-12-03T06:09Z 30.1K followers, 2600 engagements
"Jerome Powell confirmed taking an exit opportunity as a boiler room DJ in Berlin"
X Link 2025-12-03T10:48Z 30.2K followers, XXX engagements
"What are the contra monster themes for 2026 Agentic AI SaaS (eg $CRM $PATH) Energy/Nat Gas (eg $EQT $XLE) ESG micro caps (eg $TE $PCT) PE/priv credit (eg $BX $APO $OWL) BNPL (eg $KLAR $AFRM $SEZL) AI healthcare (eg $ISRG $TEM) Robotics (eg $TER $SYM) Payments"
X Link 2025-12-03T23:00Z 30.1K followers, 1830 engagements
"Gitlab won't bottom until @dalibali2 capitulates 😇🥲 $GTLB"
X Link 2025-12-03T23:16Z 30.2K followers, 1150 engagements
"To justify their current market caps todays largest companies would need to compound revenue EVERY YEAR over the next five years: $TSLA XX% $AVGO XX% $NVDA XX% $AMZN XX% $LLY XX% $AAPL XX% $MSFT XX% $GOOGL XX% $META XX% $TSM XX% $BRK.B 5%"
X Link 2025-12-03T23:42Z 30.1K followers, XXX engagements
"Just go 2x leverage $MSTR ( $MSTX) Speedrun to $X Fastest way to win the competition IMO"
X Link 2025-12-04T00:58Z 30.1K followers, 1283 engagements
"This is the kinda thing that happened in 2007 btw I remember the stories about Blackstone's Steve Schwarzman wanting to offload half of the overvalued real estate he'd just overpaid from EOP (after outbidding Vornado) With ZERO daylight from transaction close. Same vibes"
X Link 2025-12-04T01:01Z 30.2K followers, XXX engagements
"Broken Compounders $SNPS Synopsys $CVLT Commvault $MSTR Strategy $KTOS Kratos $CDE Coeur Mining $SMCI Super Micro $ELF e.l.f. Beauty $CELH Celsius $FFIV F5 $HIMS Hims & Hers $RIOT Riot Platforms $MARA MARA $ASTS ASTS $MP MP Materials $ORCL Oracle"
X Link 2025-12-04T03:36Z 30.2K followers, XXX engagements
"Famous last words (as a former $MNDY bagholder lmao)"
X Link 2025-12-04T04:25Z 30.1K followers, 2566 engagements
"Coinbase CEO Brian Armstrong: "You actually WANT insider trading" What the fuck"
X Link 2025-12-04T04:42Z 30.1K followers, 12.8K engagements
"why is this dumb shit going viral"
X Link 2025-12-04T06:32Z 30.1K followers, 14.1K engagements
"So $ONDS is 3.4b market cap But did $XX MILLION in Q3 revenue. Will do $80m in NTM revenue Jesus Christ"
X Link 2025-12-05T00:38Z 30.1K followers, XXX engagements
"Think we're in an AI/Tech/Momentum market Long: Unprofitable tech Momo Uranium Nuclear Quantum Short: Staples Low volatility Low valuation Telcos Excellent new tool by @JaredKubin"
X Link 2025-12-05T01:28Z 30.1K followers, XXX engagements
"Disagree with consensus and think we're headed for a risk-off/defensive period Long: $DXY $TLT Staples High quality Secular growth Short: Unprofitable tech IPOs Momo Space Quantum Biotech Lots of diff scenarios. Epic"
X Link 2025-12-05T01:28Z 30.1K followers, 2458 engagements
"Hot take but $adbe in 2026 is $Uber / $goog in 2025. Its time. Max long $adbe. Bookmark it"
X Link 2025-12-05T04:21Z 30.2K followers, 18.9K engagements
"@QualityInvest5 Exit $ASML and double down on $ADBE IMO"
X Link 2025-12-05T05:12Z 30.2K followers, XXX engagements
"Energy will work in 2026. $COP $CVX are monsters in waiting. Fundamental L/S HFs (like Adage) are already rotating into these factors. Bookmark it"
X Link 2025-12-05T06:05Z 30.2K followers, XXX engagements
"Lmao $four levering up the balance sheet even more These guys are doubling down on their M&A strategy Even when the market punishes the entire payments sector Gotta commend the conviction Lets see if it pays off for them"
X Link 2025-12-05T08:30Z 30.1K followers, 1676 engagements
"Short $gtlb I guess"
X Link 2025-12-06T01:39Z 30.2K followers, XXX engagements
"Guess who just picked up $TLT calls for the first time in years. Yeah - George Soros. Wouldn't surprise me if Stan Druckenmiller was also long duration"
X Link 2025-12-06T06:49Z 30.2K followers, 6567 engagements
"The fed expected to announce $45b of QE (bill purchases) on Wednesday"
X Link 2025-12-07T00:04Z 30.3K followers, XXX engagements
"Bond yields have acted weirdly the entire year. Growth is weakening. Inflation is falling. Unemployment is rising. These three factors would typically lead to lower yields on the lower end of the curve. Yet the long end is actually rising. Is it really Japan selling UST"
X Link 2025-12-07T01:41Z 30.2K followers, XXX engagements
"So OpenAI need roughly $300b to get to breakeven If they raise: $100b from the eventual IPO $40b from Softbank/Thrive/Altimeter etc. $110b from partners (eg $AMD $NVDA etc) $106b from creditors (eg Blue Owl) They make it. But that's a LOT of "IFs""
X Link 2025-12-07T02:33Z 30.2K followers, XXX engagements
"Cheat Sheet for bond yields and their impact on the yield curve"
X Link 2025-12-07T07:17Z 30.2K followers, 1032 engagements
"@CedarStResearch If long yields keep rising. equities NGMI"
X Link 2025-12-08T01:14Z 30.1K followers, 12.4K engagements
"And $CFLT is gone Was $IBM Francisco Partners but close enough Waiting on $ESTC $S $GTLB up next on the chopping block"
X Link 2025-12-08T04:14Z 30.1K followers, 1729 engagements
"Trump hires Bessent Bessent needs to refinance the US debt Bessent needs lower long yields Bessent tells Trump Trump puts Hassett in as Fed chair Trump tells Hassett to do YCC (buy long term bonds) Hassett starts YCC Long yields drop Bessent refinances debt"
X Link 2025-12-08T07:46Z 30.2K followers, 2061 engagements
"So $ewz is the easiest long into 2026 right"
X Link 2025-12-08T12:38Z 30.2K followers, 1652 engagements
"The fintwit EM darlings are all getting aggressively sold off $SE $GRAB $MELI Is this a "buy the dip" moment or stay tf away until we get a real capitulation"
X Link 2025-12-09T01:26Z 30.1K followers, XXX engagements
"What happens to inflation (and long bond yields) if oil halves from todays prices"
X Link 2025-12-09T04:07Z 30.2K followers, 1239 engagements
"Does the Goldman Sachs AI Leaders Basket continue to outperform The X AI stocks: Nvidia $NVDA Palantir $PLTR Oracle $ORCL Microsoft $MSFT Vertiv $VRT GE Vernova $GEV Constellation $CEG Vistra $VST Since the launch of ChatGPT in 2022 this basket has returned XXX% a year"
X Link 2025-12-09T05:55Z 30.2K followers, XXX engagements
"If Jamie Dimon runs in 2028 I am perma bullish US equities for the next decade. He is like Trump without the crazy. Would be an incredible president"
X Link 2025-12-09T08:16Z 30.2K followers, 3269 engagements
"Do I dare call the bottom in $four The price is 6-7 😂😭😂😭😂😭😂😭"
X Link 2025-12-09T10:20Z 30.2K followers, XXX engagements
"So $se and $grab are obvious longs here right You basically have a grip hold on the southeast Asian duopoly Both are cheap and high growth tech companies"
X Link 2025-12-09T11:21Z 30.1K followers, 1250 engagements
"@john_scianna @sama Yep also true Altho I think Dario does just generally speak his mind on this stuff and calls it like he sees it I mean he worked at OpenAI and left when they were doing bullshit safety stuff lol"
X Link 2025-12-09T11:41Z 30.1K followers, 14.2K engagements
"Bill Ackman got streamsniped 😭😭😭"
X Link 2025-12-09T13:21Z 30.2K followers, 1805 engagements
"Hot take but XX% $se XX% $amzn probs grossly outperforms in 2026"
X Link 2025-12-09T22:30Z 30.3K followers, XXX engagements
"SaaS companies are growing a lot slower than they used to"
X Link 2025-12-09T23:51Z 30.1K followers, XXX engagements
"What if $ORCL and $ADBE both miss earnings AND the fed implodes the market Could be pretty bloody. Bookmark it"
X Link 2025-12-09T23:56Z 30.1K followers, XXX engagements
"Meritech think $ADBE is an AI winner 🤔"
X Link 2025-12-10T00:03Z 30.1K followers, XXX engagements
"FWIW if everyone is screaming on Fintwit about rising bond yields it's probably the bottom"
X Link 2025-12-10T00:28Z 30.1K followers, XXX engagements
"I think about this often"
X Link 2025-12-10T00:39Z 30.1K followers, XXX engagements
"FWIW @Jason made some good trades Imagine if he went in size into $WBD"
X Link 2025-12-10T00:40Z 30.1K followers, XXX engagements
"brb max leveraged long $ASTS $RKLB"
X Link 2025-12-10T01:14Z 30.1K followers, 1303 engagements
"Remind me to never ever short stocks $pltr"
X Link 2025-12-10T02:12Z 30.1K followers, 1119 engagements
"Gavin Baker's wife btw"
X Link 2025-12-10T02:43Z 30.1K followers, 20.8K engagements
"@PegasusFund Surely just jump on the Fintwit contrarian bandwagon of $MELI $SE etc"
X Link 2025-12-10T02:47Z 30.2K followers, XXX engagements
"The Fintwit Fifteen (Consensus non-consensus picks) $PYPL - PayPal $DUOL - Duolingo $FOUR - Shift4 $FI - Fiserv $NVO - Novo Nordisk $AMZN - Amazon $GTLB - Gitlab $META - Meta $NVDA - NVIDIA $TSM - TSMC $ADBE - Adobe $CRM - Salesforce $SE - Sea $MELI - MercadoLibre $GRAB - Grab"
X Link 2025-12-10T03:07Z 30.1K followers, XXX engagements
"I squinted and thought that was Candace Owens for a second lol"
X Link 2025-12-10T04:00Z 30.1K followers, XXX engagements
"Long $xle Short $nvda"
X Link 2025-12-10T04:07Z 30.1K followers, XXX engagements
"Tin foil hat on Trump wins midterms Trump intentionally nukes the stock market Long yields drop like a rock Bessent refinances the $XX trillion of US treasury debt at low rates for many decades Trump does a complete XXX The stock market pumps back to all time highs"
X Link 2025-12-10T04:22Z 30.2K followers, XXX engagements
"Do you think JPM hired Todd just as a favor to Buffett No way this dude gets an exit opp with the horrendous track record he has right Seems like a golden parachute from Jamie Dimon himself"
X Link 2025-12-10T05:39Z 30.1K followers, XXX engagements
"Wont be a buy until $pypl starts catching a bid Until then. fintech and $four are dead"
X Link 2025-12-10T12:56Z 30.1K followers, 1129 engagements
"Were so back"
X Link 2025-12-10T20:38Z 30.1K followers, XXX engagements
"Hot take but $MELI will be the #1 best performing mega cap of 2026"
X Link 2025-12-10T22:40Z 30.2K followers, XXX engagements
"OpenAI complex in full unwind mode $msft down $NVDA down $orcl down $crwv down $amd down"
X Link 2025-12-10T23:03Z 30.2K followers, 2321 engagements
"Your top X stock ideas for 2026"
X Link 2025-12-10T23:11Z 30.2K followers, XXX engagements
"My 2c on Mag X + Broadcom headed into 2026 $META - cheap $NVDA - cheap $AMZN - neutral $MSFT - neutral $AAPL - expensive $GOOG - expensive $TSLA - expensive $AVGO - expensive There's your long/short list boys and girls"
X Link 2025-12-10T23:31Z 30.2K followers, 1312 engagements
"All I'm hearing is that we need to buy the dip in the OpenAI complex $MSFT $ORCL $CRWV $AMD $NVDA"
X Link 2025-12-10T23:49Z 30.2K followers, 1102 engagements
"The boldest spread trade of 2026 Long OpenAI Complex: $NVDA $SFBTY $ORCL $AMD $MSFT $CRWV Short Google Complex: $GOOG $AVGO $CLS $LITE $TTMI"
X Link 2025-12-10T23:52Z 30.2K followers, XXX engagements
"You don't see commodities rip this hard unless a crash is imminent. Just ask the 1970s"
X Link 2025-12-11T01:18Z 30.2K followers, 1931 engagements
"Big tech overnight"
X Link 2025-12-11T03:02Z 30.2K followers, 3988 engagements
"When the market implodes we will ask what the signs were: Data centers in space SpaceX IPO at $XXX trillion $cvna at $XXX $PLTR at 100x NTM EV/Revenue Philippe Laffont resurfacing on Twitter CAPE 40x Japanese bond yields up XXX bps Michael Burry closing shop"
X Link 2025-12-11T03:49Z 30.3K followers, 1175 engagements
"Wouldnt a l/s spread trade of: Long hyperscalers $msft $goog $amzn Short overlevered risky shitcos $crwv $orcl $nbis Work All will go up/down together But shitcos go down far more"
X Link 2025-12-11T04:55Z 30.2K followers, XXX engagements
"Why is $ORCL price dropping Easy. Safra is selling. She's worth $X billion. She's mid 60s. She can see the CDS spreads blowing out. She can see the $XXX billion RPO is bullshit. She knows a market crash is coming. Why wouldn't she be dumping her stake Obvious"
X Link 2025-12-11T05:57Z 30.3K followers, 2680 engagements
"Red Wedding: AI Edition $NBIS $CRWV $IREN $CIFR $APLD $CLSK"
X Link 2025-12-11T06:08Z 30.2K followers, 1058 engagements
"@Kaye815434 Nebius literally knifed -XX% a month after they removed the long idea lol The whole point of Hedgeye is to time the entry and exits. Not just buy and hold the whole way lmao"
X Link 2025-12-11T09:05Z 30.2K followers, XXX engagements
"wanna go long Nextdoor for the single reason Sarah Friar was the ex CEO $NXDR"
X Link 2025-12-11T11:08Z 30.2K followers, XXX engagements
"Imagine comping Nextdoor to Reddit lmfao $NXDR $RDDT"
X Link 2025-12-11T11:11Z 30.2K followers, 1634 engagements
"Jordan Peterson walked so Nick Fuentes could run I guess"
X Link 2025-12-12T03:31Z 30.1K followers, XX engagements
"I shorted the OpenAI Ecosystem BTW $msft $nvda $amd $crwv $orcl $sftby"
X Link 2025-12-12T04:06Z 30.2K followers, XXX engagements
"Starve long end = shorten supply of 30y treasuries = 30y bonds up (30y yields down) = Bessent can refi $10T of YS treasury debt coming off at ultra long duration @ low rates Kinda genius tbh"
X Link 2025-12-12T04:12Z 30.2K followers, XXX engagements
"The sleeper AI pair trade of 2026 Long infra $pave Short semis $sosx Investment thesis: The grid is the bottleneck. The chips are the surplus"
X Link 2025-12-12T05:02Z 30.2K followers, XXX engagements
"@feulf Ads are so profitable bc search costs nothing. AI costs a lot. X. They currently do not run ads on AI X. Running ads would significantly degrade the experience X. The CPMs associated with AI ads are unclear X. The entire performance marketing workflow will need to change"
X Link 2025-12-13T22:39Z 30.3K followers, 1709 engagements
"China Comps July 2025 Robotics + AI + Semis are on the high end of valuation range Mega caps on the bottom end of valuation range $JD $DIDIY $PDD $BABA $BIDU $MPNGF Majority of the comps are expecting relatively high topline growth and robust margin profiles All up big YTD"
X Link 2025-07-24T02:59Z 30.3K followers, 1294 engagements
"$WISE Square Peg Long Thesis"
X Link 2025-09-03T09:06Z 30.3K followers, 1715 engagements
"$GRND Grindr CEO is a gay Johnny Sins"
X Link 2025-09-07T07:33Z 30.3K followers, 1346 engagements
"Ironically Rightmove stock price has almost tracked London house prices 1:1 lol Flat since 2019 $RMV"
X Link 2025-09-24T07:06Z 30.3K followers, XXX engagements
"Wait a second. Elon musk vs Mark Zuckerberg"
X Link 2025-09-29T09:58Z 30.3K followers, 324.2K engagements
"Steve Jobs daughter btw"
X Link 2025-10-02T00:55Z 30.3K followers, 133.6M engagements
"The quality/dogshit lender spread trade Long $apo Short $owl Self explanatory. Apollo underwrote quality loans. Blue owl underwrote data center trash"
X Link 2025-11-24T05:53Z 30.3K followers, XXX engagements
"The slop bowl trade Long $CMG XX% YTD) Long $CAVA (-57% YTD) Long $SG (-79% YTD) Oversold and will bounce on short covering"
X Link 2025-11-25T22:03Z 30.3K followers, 1012 engagements
"be Michael Burry born 1971 in San Jose CA age X get eye cancer lose the whole thing rock a glass eye have no depth perception but still play football high school: Santa Teresa ace everything zero friends (for the character arc) 1990s: UCLA econ + pre-med obsessed with stocks start posting value picks on obscure forums become message board mod get noticed by Vanguard and Joel Greenblatt start a fund 1997: Vanderbilt med school MD achievement unlocked Work as a doctor while moonlighting as Dr. Doom on stock forums Stanford residency in neurology gets bored of med quit med career take entire"
X Link 2025-11-27T05:30Z 30.3K followers, 3M engagements
"@BillAckman @Bremont Bro did the meme"
X Link 2025-11-29T04:40Z 30.3K followers, 1255 engagements
"6 long ideas for 2026 Long $adbe SaaS has been indiscriminately sold off this year and any unwind in the AI trade is likely to be positive for legacy SaaS. $adbe trades at c. 10x EBITDA and is best placed to roll out AI into existing F500 and SMB clients. Long $nvda The death of NVIDIA by $avgo and $GOOG is overblown. $NVDA has barely started their dominance with Blackwell and Rubin and is currently trading at record low valuations vs the last X years (20x EBITDA). Technology follows power laws and always accrues to the #1 player. Thats $nvda. We are in the 3rd inning with AI. stay long the"
X Link 2025-11-30T21:17Z 30.3K followers, 50K engagements
"ALSO a few other top mentions Long $klar Pain in consumer is good for loan sharks like BNPL. Tragically the middle class consumer is weakening. Assuming they dont get TOO weak or the economy doesnt actually nuke $klar continues to grow the loan book with reasonable default %"
X Link 2025-11-30T21:51Z 30.3K followers, 4100 engagements
"@MartinShkreli Trade 14: Long Space Names. Rationale: Satellite & comms (incl. SPIR CMTL). Positioning: Long $SPIR $CMTL. Profitable Trade No. Commentary: Both $SPIR and $CMTL got nuked. Micro caps are tough"
X Link 2025-12-01T01:35Z 30.3K followers, 3847 engagements
"Record low allocation to bonds. The last time allocations were this low the dot com bubble the GFC. $tlt $tmf $ief $zroz"
X Link 2025-12-01T21:44Z 30.3K followers, 1321 engagements
"JPM: Baidus Hyperscaler Cloud Computing biz valued at $34b (vs 40b market cap today) AI cloud accounts for 1/4 of Baidu's core revenue. JP Morgan expects Baidu's GPU computing revenue to double in 2026. $bidu"
X Link 2025-12-02T04:02Z 30.3K followers, 2809 engagements
"Long. Yields. Are. Far. Too. High. $TLT"
X Link 2025-12-04T01:42Z 30.3K followers, 2073 engagements
"How have we not been in a proper recession since 2009"
X Link 2025-12-04T11:17Z 30.3K followers, 1331 engagements
"Wen Stock Market Crash"
X Link 2025-12-09T03:26Z 30.3K followers, XXX engagements
"Fintwit outperforming Warren Buffett by tailing Citrini and Semianalysis long ideas"
X Link 2025-12-09T08:48Z 30.3K followers, XXX engagements
"$1.5T valuation $24B 2026 revenue 63x revenue multiple"
X Link 2025-12-09T22:47Z 30.3K followers, 2532 engagements
"The masculine urge to full port into $SE and $MELI and go to sleep for X years"
X Link 2025-12-10T00:06Z 30.3K followers, XXX engagements
"Did someone say $AMBA"
X Link 2025-12-10T01:15Z 30.3K followers, XXX engagements
"Is it wrong if you get fired for getting frisky with a coworker (mutual consent)"
X Link 2025-12-10T02:33Z 30.3K followers, XXX engagements
"@PegasusFund Hilarious bc I know exactly which Fintwit accounts are long each of these $GTLB - @dalibali2 @Wiseman_Cap $MELI - @FromValue @davey_juice $SE - @GabGrowth @SixSigmaCapital $AMZN - @Investor_NICK_ @hoomansv $GOOG - @buccocapital @Citrini7 (I am too chronically online)"
X Link 2025-12-10T02:50Z 30.3K followers, XXX engagements
"Update: I just got liquidated Fuck $ORCL"
X Link 2025-12-10T23:12Z 30.3K followers, 82.1K engagements
"Morgan Stanley's AI Robotics Baskets Robot Foundation Models: $TSLA $META $TM $BABA $TCEHY $NVDA $BIDU $GOOGL Simulation & Data Generation: $DASTY $SIEGY $TSLA $HXGBY $U $NVDA $META $GOOGL Vision/Sensors: $SIEGY $HXGBY $CGNX $SONY $ROK $KYCCF $APTV $SSNLF Compute: $QCOM $NVDA $CDNS $AMD $AMBA $ARM $INTC $SNPS $TSM $SSNLF $AAPL $SMICY"
X Link 2025-12-10T23:25Z 30.3K followers, XXX engagements
"There are zero reasons to be long here. We are out of upside catalysts"
X Link 2025-12-11T02:35Z 30.3K followers, 7121 engagements
"Another godlike short call from Felix First $se now $nbis This dude just doesnt miss"
X Link 2025-12-11T02:43Z 30.3K followers, 13.3K engagements
"Lmfao WHAT $pdd"
X Link 2025-12-11T14:57Z 30.3K followers, 3280 engagements
"Be Sam Gibson Be born in 2001 (Gen Z) Graduate from UNL in 2023 (3.7 GPA) Beta Theta Pi Forbes 30u30 First job out of uni - CEO of Hadron Energy Somehow understand Nuclear Vaporware Company is XX months old. Goes public via SPAC at $1.2b Valuation $GIG"
X Link 2025-12-12T00:30Z 30.3K followers, XXX engagements
"This entire $XX Trillion AI bubble is predicated on every human on earth paying $XX a month for something that Google is gonna give away for free we don't pay for search. why would we pay for AI"
X Link 2025-12-13T01:13Z 30.3K followers, 122.9K engagements
"Hope you tailed Sydney Sweeney's option flow"
X Link 2025-12-13T01:30Z 30.3K followers, XXX engagements
"One day soon commodities will sell off along with the broader market And there will be nowhere to hide Except the dollar $dxy And US treasuries $tlt As god intended lmao"
X Link 2025-12-13T04:48Z 30.3K followers, 1330 engagements
"Thrive Capital first cheques into tech companies: Cursor Seed Wiz Series A Github Series A Skims Series A $OSCR Series A Kickstarter Series A $U Series B Ramp Series B $HIMS Series B Patreon Series B Warby Parker Series B Slack Series C Stripe Series C $HOOD Series C Dude"
X Link 2025-09-22T02:09Z 30.3K followers, 214.2K engagements
"The $TLT long thesis in a nutshell"
X Link 2025-12-08T07:18Z 30.3K followers, 3768 engagements
"Youve got to be one massive piece of shit to hate Outdoor Boys"
X Link 2025-12-11T02:36Z 30.3K followers, 3263 engagements
"Easy shorts into 2026: $cvna $avgo $nbis $orcl $meta $amd $iren"
X Link 2025-12-11T02:45Z 30.3K followers, 3184 engagements
"Almost X trillion market cap on $avgo XX bagger in X years Its doing XX billion run rate revenue You know what to do"
X Link 2025-12-11T02:57Z 30.3K followers, XXX engagements
"Crypto investors this year"
X Link 2025-12-11T05:03Z 30.3K followers, 1372 engagements
"This is the craziest thing Ive ever seen"
X Link 2025-12-11T11:45Z 30.3K followers, 47.6K engagements
"$37 on $TTD At some point this piece of shit is a screaming long right"
X Link 2025-12-12T08:17Z 30.3K followers, 1976 engagements
"Dead money for X months $nvda"
X Link 2025-12-12T23:02Z 30.3K followers, XXX engagements
"People think $GLD will save them in a stock market crash. It won't. It's traded like an AI tech stock all year. It is now a high beta momentum asset"
X Link 2025-12-12T23:58Z 30.3K followers, XXX engagements
"@rev_cap Nah t'was a shitpost $ORCL and $CRWV gotta be the top #1/2 short targets if this AI trade really unwinds Think Sam Altman is bullshitting with $1.4T capex commits when he's barely doing $20b run rate rev and tapping out at 800m WAU lol"
X Link 2025-12-13T00:00Z 30.3K followers, 7072 engagements
"@michaeljburry Short $GME"
X Link 2025-12-13T01:45Z 30.3K followers, 11.7K engagements
"Update: OpenAI Complex getting absolutely decimated. -X% today. Gonna be absolute carnage on Monday. $MSFT $AMD $NVDA $CRWV $SFTBY $ORCL"
X Link 2025-12-13T03:47Z 30.3K followers, 2107 engagements
"how the fuck is the $VIX still on a XX handle"
X Link 2025-12-13T04:00Z 30.3K followers, 2119 engagements
"The point of bonds isnt to outperform equities. The point of bonds is to have cash at exactly the time everyone doesnt. Few. $tlt"
X Link 2025-12-13T04:40Z 30.3K followers, 3030 engagements
"Ive said it before. Ill say it again. Gold is now a momentum risk asset. You cant have something go up +60% a year and also rip during downturns. You cant have it both ways. $gld"
X Link 2025-12-13T04:42Z 30.3K followers, XXX engagements
"What is the max pain trade in 2026 Bonds outperform. Gold underperforms. Literally EVERYONE is overweight gold. and EVERYONE is underweight bonds. Yet gold is expensive. And bonds are cheap. Just imagine. $GLD $TLT"
X Link 2025-12-13T08:14Z 30.3K followers, 1305 engagements
"My advice to Gen Z: Build equity. Fast. X main ways I see: X. Hyper gamble on high risk stocks/crypto (not advised) X. Build a brand via content creation (eg x) and monetize it. X. Build equity in a company (aka learning to vibe code some consumer app that you can charge for)"
X Link 2025-12-13T23:33Z 30.3K followers, XXX engagements
"The canary in the coalmine All the publicly listed PE shops. $BX $KKR $APO $CG $OWL etc. They're all down XX% from peak"
X Link 2025-11-21T07:03Z 30.3K followers, XXX engagements
"Analyzing Citrini's XX trades for 2025🧵 (admittedly there's another month to go but I'm impatient)"
X Link 2025-12-01T01:00Z 30.3K followers, 57.6K engagements
"Trade 1: Short Homebuilders. Rationale: Bearish on oversupply & pricing declines. Positioning: Short $DHI $LEN $BLDR $DFH. Profitable Trade No. Commentary: Homebuilders have bounced recently on rate cut bets and many are green YTD. More bullish than bearish into 2026"
X Link 2025-12-01T01:04Z 30.3K followers, 6967 engagements
""Any sufficiently advanced technology is indistinguishable from magic." - Arthur C. Clarke"
X Link 2025-12-04T05:54Z 30.3K followers, XXX engagements
"Tinder vs Bumble"
X Link 2025-12-06T04:41Z 30.3K followers, 2464 engagements
"Imagine it's 1981 and you bought XX year bonds locking in a XX% return risk-free every year until you retired"
X Link 2025-12-07T07:49Z 30.3K followers, 201K engagements
"It's 1981 Volcker just raised interest rates to XX% You put your entire net worth into XX year bonds You hold these for XX years You retire on a beach You come back in 2011 You sidestepped the dot com bubble and the GFC You just made XXXX% a year risk-free for 30Y"
X Link 2025-12-08T01:06Z 30.3K followers, 226.6K engagements
"Jeff Gundlach: "I believe at X% the Fed will announce QE (aka buying long term bonds) and when they do you will have to be very quick and buy as much as you possibly could because it'll be just like when they announced buying corporate bonds during COVID. bonds ripped $TLT"
X Link 2025-12-08T01:23Z 30.3K followers, 525.8K engagements
"Anthropic's CEO Dario Amodei: "AI will wipe out half of all white collar jobs and spike unemployment to 10-20% in the next 1-5 years." He's known for being honest (that's why he left OpenAI). He DGAF and doesn't sugar coat it like @Sama. He knows AI is net negative for growth"
X Link 2025-12-09T01:16Z 30.3K followers, 673.7K engagements
"be Gavin Baker get fired by Fidelity for sexual harassment marry a XX year old insubordinate coworker whos XX years younger than you Holy fuck how am I just finding out about this stuff now"
X Link 2025-12-09T21:32Z 30.3K followers, 145.1K engagements
"Google's highest grossing revenue search queries in 2018. (From the $GOOG antitrust case). This is seriously worth a trillion dollars"
X Link 2025-12-10T00:37Z 30.3K followers, 23.7K engagements
"Can't help but think $MSFT crushes it in 2026"
X Link 2025-12-10T23:52Z 30.3K followers, 1461 engagements
"Stocks I like headed into 2026: Large/Mega Caps $SE $MELI $NVDA $TSM $META $DASH $ADBE $NOW SMID Caps $BIDU $TE $DLO $ZETA $FOUR $GRAB $TTD $GEN $KSPI $KLAR"
X Link 2025-12-12T00:55Z 30.3K followers, XXX engagements
"If you work in IB I would suggest taking the exit opp ASAP"
X Link 2025-12-12T02:05Z 30.3K followers, 264.2K engagements
"Which biggest losers are tax loss harvesting contrarian buys $four $ttd $cmg come to mind"
X Link 2025-12-12T04:34Z 30.3K followers, XXX engagements
"The fact that $WRBY is up like XX% this week off this Hedgeye call + $GOOG glasses partnership is just nuts lol"
X Link 2025-12-12T23:58Z 30.3K followers, XXX engagements
"Jeff Gundlach on 2026 Positioning TLDR: Long the belly (2-10 year maturities) Long commodities Long $GLD Long high-quality fixed income Long EM fixed income Long non-US equities Short USD $DXY Short long-duration $TLT Short private credit Short high yield"
X Link 2025-12-13T03:27Z 30.3K followers, 49.4K engagements
"If you can believe it - the Google Complex is even worse lmfao Absolutely fallen off a cliff. -X% today. $GOOG $LITE $TTMI $AVGO $CLS"
X Link 2025-12-13T03:51Z 30.3K followers, XXX engagements
"Might be time to short $OPEN"
X Link 2025-12-13T08:40Z 30.3K followers, 1098 engagements
"The bull market is dead. Long live the bear market"
X Link 2025-12-13T09:39Z 30.3K followers, 2522 engagements
"Apollo were short software the entire year. Short positions now closed. These guys are the GOATs of PE. $apo"
X Link 2025-12-13T22:33Z 30.3K followers, XXX engagements
"@viggy_krishnan @rev_cap Probably Makes you wonder why anyone buys bonds at all And what conditions you would need to actually have them outperform Equities largely get torched in a stagflation-style economy Cash + bonds get wrecked Commodities are the only winners I guess"
X Link 2025-12-14T01:06Z 30.3K followers, XX engagements