LunarCrush LLM | LunarCrush AI Interface

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@_Investinq "This is WILD: OpenAI just assembled the most expensive AI infrastructure network in history. Over $X TRILLION in total deals. Every major chipmaker cloud provider and even the U.S. government is now tied into it. (a thread)"
X Link @_Investinq 2025-10-13T14:38Z 49.2K followers, 108.5K engagements

"The Federal Reserve recently found that hedge funds in the Cayman Islands likely hold about $XXXX trillion worth of U.S. government bonds known as Treasuries. Thats over four times more than what the U.S. Treasury Department thought they had. The reason for the mismatch comes from a complex trading strategy called the basis trade. Heres how it works: hedge funds buy real Treasury bonds and bet against Treasury futures at the same time. They do this because sometimes the prices between the two dont perfectly match and they can make money when those prices move back in line. To afford all those"
X Link @_Investinq 2025-10-17T17:14Z 49.2K followers, 196.5K engagements

"AI giants are loading up on debt: U.S. corporate-bond sales have surged to historic levels as firms rush to borrow while costs fall. Investment-grade issuance topped $190B in September while junk bonds hit their busiest month since 2021 at $43B. Oracle led the charge with a $26B deal drawing nearly $88B in demand. That sale alone pushed its debt-to-equity ratio above XXX% by far the highest among AI peers. Tech firms overall have raised $157B YTD in the bond market the most since 2020. Thats up XX% vs 2024 and more than double 2023. Apple IBM and others are also piling on leverage as"
X Link @_Investinq 2025-09-26T14:03Z 48.9K followers, 41K engagements

"Gold just broke $4000 an ounce for the first time ever. The US government is shut down France is in political turmoil Japan is changing leadership. When every major power is in chaos gold is the only thing investors still trust. (a thread)"
X Link @_Investinq 2025-10-07T04:10Z 48.8K followers, 137.8K engagements

"Just a friendly reminder that Oracles debt-to-equity ratio is 520%. Amazons near 50%. Microsoft 30%. Googles even lower. At some point you have to wonder how long can Oracle afford to keep this up You cant finance the future forever on borrowed money"
X Link @_Investinq 2025-10-07T16:40Z 48.8K followers, 103.2K engagements

"When foreign investors buy U.S. assets theyre not just betting on the company theyre also exposed to the dollar. If the dollar drops their returns shrink when converted back home. So they hedge. Usually through FX forwards futures or options that lock in an exchange rate ahead of time"
X Link @_Investinq 2025-10-08T11:33Z 48.9K followers, 2083 engagements

"Volatility is now being driven by excitement not fear. The VIX is rising because speculation has reached extreme levels. People are betting on upside so aggressively that even a small shake can cause big swings"
X Link @_Investinq 2025-10-08T12:39Z 48.8K followers, 1287 engagements

"Theres also a growing gap between realized volatility (how much the market actually moves) and implied volatility (how much traders expect it to move). Stocks look calm but protection is getting more expensive. That tells you investors are uneasy even as prices rise"
X Link @_Investinq 2025-10-08T12:39Z 48.8K followers, 1294 engagements

"Retail investors have poured $XXX billion into stocks over the last month an all-time record. Retails activity jumped in three big waves this year right after the inauguration again after the Liberation Day selloff and now since mid-August. The first two had clear reasons behind them: politics and a tariff rebound. This latest one Not so clear. The surge likely looks like a mix of Fed signaling future rate cuts and a flood of AI-related deals and headlines reigniting risk appetite. Retail traders are chasing momentum and thats exactly whats showing up in the VIX behavior weve been seeing. So"
X Link @_Investinq 2025-10-08T16:02Z 49K followers, 30.2K engagements

"This is unreal. A court-filed email shows First Brands own lawyer admitting they dont know what happened to $XXX billion in financing. When asked how much cash was left in the accounts tied to customer invoices the answer was: #1 We dont know. #2 - $0"
X Link @_Investinq 2025-10-10T13:30Z 48.8K followers, 10.6K engagements

"This is Absolutely WILD: The U.S.China standoff that began with rare earth curbs and XXX% tariffs has flipped. What sparked panic on Friday has turned into clear de-escalation by Sunday. Heres what happened and why markets just reversed again. (a thread)"
X Link @_Investinq 2025-10-12T18:17Z 49K followers, 240.5K engagements

"Trump on China: "I think we'll get along just fine. I have a great relationship with China. Xi had a bad moment. I'm not even saying he's wrong. But again because of the tariffs it's much tougher for them. Trump went from XXX% tariffs to were best friends again faster than the market flipped from red to green"
X Link @_Investinq 2025-10-12T23:36Z 48.8K followers, 34.3K engagements

"Silver lease rates just exploded to XX% the highest level ever recorded. That means traders are now paying massive premiums just to borrow physical silver for short periods. Its a sign the market has completely dried up supply is gone and demand is desperate. When lease rates spike like this it usually means physical metal is so scarce that lenders can charge whatever they want. This is what happens when the paper market breaks and real silver becomes king"
X Link @_Investinq 2025-10-13T22:58Z 48.8K followers, 23.2K engagements

"Nuclear energy is viewed as the only realistic fix yet one plant takes more than a decade to build. Each reactor generates around 8000 GWh a year meaning roughly XX new ones would be needed just for AI. The U.S. has added two in thirty years. The math doesnt add up"
X Link @_Investinq 2025-10-14T12:58Z 48.9K followers, 1914 engagements

"Meanwhile companies are signing billion-dollar AI deals that demand more power than some cities. Oracles partnership with OpenAI alone requires XXX gigawatts about two Hoover Dams. The grid wasnt built for this kind of corporate arms race"
X Link @_Investinq 2025-10-14T12:58Z 48.9K followers, 1579 engagements

"Electricity prices have exploded since 2020. Across the U.S. residential power costs are up more than XX% in many states and over XX% in places like California and Maine. This is what the early stages of an energy crisis look like"
X Link @_Investinq 2025-10-14T19:46Z 49K followers, 20K engagements

"@Trix850302 Hahah thats a good way to think about things"
X Link @_Investinq 2025-10-17T05:37Z 48.8K followers, XXX engagements

"That means the official book value of U.S. gold is $11B while the market value is closer to $912B. The difference about $901B is an unrealized gain (profit on paper not yet cashed in). Thats roughly XXX% of U.S. GDP. Some in Washington want to revalue it and use the gain"
X Link @_Investinq 2025-08-08T14:22Z 49.1K followers, 1210 engagements

"Starting a rate cut cycle with double digit earnings has only happened once in the past forty years. The last time ended with the dot-com bubble. In the late 1990s the Fed lowered interest rates even though company profits were still climbing fast. That extra boost of easy money pushed stock prices even higher and created one of the biggest bubbles in market history. When profits finally slowed a few years later rate cuts couldnt stop the crash that followed. It showed the risk of easing policy when the economy and earnings are still strong. Right now the situation looks a lot like that"
X Link @_Investinq 2025-09-20T15:34Z 49.1K followers, 20.3K engagements

"Key Events This Week: X. US Trade Balance (August) Tuesday )(delayed) X. EIA Crude Oil Inventories Wednesday X. FOMC Meeting Minutes Wednesday X. Initial Jobless Claims Thursday (likely delayed) X. Canadian Employment Report Friday X. University of Michigan Sentiment & Inflation Expectations Friday Markets are watching the Feds tone and consumer sentiment for clues on the next policy move"
X Link @_Investinq 2025-10-05T13:02Z 49.1K followers, 5732 engagements

"We need to scale nuclear fast. We need to expand solar faster. We need every source of energy we can get now. Chinas building XX large nuclear reactors right now. The U.S. has none under construction. High costs regulatory delays and market challenges hold us back though advanced smaller reactors are emerging. AIs energy demand is about to go vertical and the grid isnt ready. If we dont start building the next power crisis wont come from oil or gas itll come from data centers"
X Link @_Investinq 2025-10-07T21:23Z 49.1K followers, 45.6K engagements

"Office towers are collapsing as a business model. Construction has dropped by nearly XX% vacancies hit XX% and values are down almost 40%. Developers arent building office space anymore theyre building compute space"
X Link @_Investinq 2025-10-09T14:32Z 49K followers, 3702 engagements

"Global spending on data centers will reach $XXX billion next year and could pass $XXX billion by 2028. The scale of investment rivals anything seen in commercial real estate before 2020. Steel copper land and electricity are now the foundation of digital expansion"
X Link @_Investinq 2025-10-09T14:32Z 49K followers, 3099 engagements

"AI operates through physical systems few people ever see. Behind every chatbot and model are massive halls of servers cooled by water and air. Each query or image requires real power hardware and engineering to function"
X Link @_Investinq 2025-10-09T14:33Z 49.1K followers, 2457 engagements

"Companies like Schneider Electric Vertiv Eaton and nVent have become key players in this space. They design and maintain the electrical backup and cooling infrastructure AI depends on. Their growth is tied directly to the worlds increasing appetite for computation"
X Link @_Investinq 2025-10-09T14:33Z 49.1K followers, 2275 engagements

"First Brands wasnt small. It supplied parts to Walmart AutoZone and OReilly. On paper it had $5.8B in loans but hidden under that were billions more in off-balance-sheet debt. By the time it collapsed the real number was closer to $12B maybe higher"
X Link @_Investinq 2025-10-10T05:41Z 49K followers, 7156 engagements

"$286M in ETH shorts were liquidated as markets flipped back to optimism. This is how fast things can flip"
X Link @_Investinq 2025-10-12T17:35Z 49K followers, 12.1K engagements

"As we highlighted in our newsletter from this week we warned members this exact sequence was on the way: tariff threats market panic and then a cooldown. Everything is unfolding exactly as we anticipated. Follow us here:"
X Link @_Investinq 2025-10-12T18:18Z 49.1K followers, 5277 engagements

"We remain bullish on the markets in the short term while staying cautious for the long term. Were expecting a Q4 carried by strong earnings season momentum and additional Fed rate cuts to keep sentiment supported at least for now. Follow us @_Investinq for more updates as this develops"
X Link @_Investinq 2025-10-12T18:18Z 49.1K followers, 5051 engagements

"JUST IN: US stock futures jump as investors cheer signs of easing tensions between the US and China over the weekend. What happened to the Black Monday everyone was calling for"
X Link @_Investinq 2025-10-12T22:07Z 49.1K followers, 34.7K engagements

"Then theres Nvidia with a $100B deal to supply tens of thousands of GPUs. It locks in OpenAIs hardware supply for years while most of the world still fights for chips. Nvidias growth is now directly tethered to OpenAIs expansion"
X Link @_Investinq 2025-10-13T14:38Z 49K followers, 1377 engagements

"AMD joined the list with a deal worth up to $100B. X gigawatts of next-gen chips secured. If OpenAI hits deployment milestones it gets up to XX% of AMDs equity. The lines between supplier and shareholder are disappearing"
X Link @_Investinq 2025-10-13T14:38Z 49K followers, 1123 engagements

"China already has XX nuclear reactors under construction. The U.S. has none. While we argue others are quietly locking in the energy foundation of the next industrial age"
X Link @_Investinq 2025-10-14T12:59Z 49K followers, 1135 engagements

"The smarter our machines get the hungrier they become. Every prompt every upgrade every training run consumes more power than the last. AI may reshape the world but only if the world can keep the lights on"
X Link @_Investinq 2025-10-14T12:59Z 49K followers, 2055 engagements

"Silver continues leaving COMEX another XXXX million ounces withdrawn in a single day. That means traders are actually taking physical delivery instead of just trading paper contracts. Its happening because the London silver price is higher than New Yorks so traders are pulling real metal from U.S. vaults to sell it where its worth more. Each withdrawal tightens supply further and shows how physical demand is outpacing whats left on paper"
X Link @_Investinq 2025-10-14T23:58Z 49K followers, 68.6K engagements

"This chart shows something really important about the Feds so-called Quantitative Tightening it isnt happening the way most people think. When the Fed talks about QT it sounds like theyre shrinking their balance sheet by reducing the number of government bonds they own. In theory thats supposed to pull money out of the economy and slow things down but when you look closer the Fed has only been cutting back on short-term bonds not the long-term ones. The blue line on the chart shows short-term Treasuries meaning bonds that mature in less than a year. Those have fallen a lot since 2022 which"
X Link @_Investinq 2025-10-15T00:51Z 49K followers, 5184 engagements

"I present you $4200 gold. The metal everyone wrote off a few years ago just hit another record"
X Link @_Investinq 2025-10-15T01:50Z 49K followers, 11K engagements

"This weeks bank earnings showed something many didnt expect the biggest U.S. banks are doing great even though interest rates are still high. After strong reports from JPMorgan Goldman Sachs Citi and Wells Fargo Bank of America added to the good news with a solid quarter. Together they showed that banks arent just surviving in this high-rate environment theyre actually making more money from it. Bank of Americas results stood out. The bank made $XXXX per share beating the $XXXX analysts expected. Revenue rose X% to $XXXXX billion and profit jumped XX% from last year. The biggest boost came"
X Link @_Investinq 2025-10-15T13:09Z 49K followers, 13.4K engagements

"Meta Platforms says it will invest $XXX billion in a data center in Texas to support AI workloads. The grid can barely keep up and Big Techs still adding servers like its Black Friday. At this rate Texas might run out of watts before it runs out of land"
X Link @_Investinq 2025-10-15T16:05Z 49K followers, 12.8K engagements

"Stocks look strong but the system underneath is starting to strain. Reserves are drying up liquiditys fading and the Feds fix may come too late. Read my full FREE article on this"
X Link @_Investinq 2025-10-15T18:55Z 49.1K followers, 9239 engagements

"Regional banks are back in the spotlight and not for the right reasons. Fraud private credit and hidden risks are starting to surface. Read my full FREE article on this here:"
X Link @_Investinq 2025-10-16T20:23Z 49K followers, 8322 engagements

"The Zero Dollar Club is one of the craziest things happening in the market right now. Its made up of billion-dollar companies that make little to no money yet their stocks have gone through the roof this year. Its like watching a bunch of companies everyone forgot about suddenly wake up and start sprinting. Biotech has gone from completely ignored to back in the spotlight. Regencell Bioscience for example was worth almost nothing not long ago and now trades near $XX a share. Thats a gain of more than 14000%. The company still doesnt make any money but that hasnt stopped investors from piling"
X Link @_Investinq 2025-10-17T05:56Z 49K followers, 36.4K engagements

"@bobinepa Yes thats right"
X Link @_Investinq 2025-10-17T23:51Z 49K followers, XXX engagements

"Futures stayed green after Trump signaled optimism on trade with China saying hes open to negotiating tariffs and expects progress on a soybean deal. He also said he doesnt want to get dragged into a rare earth battle with Beijing"
X Link @_Investinq 2025-10-20T02:00Z 49K followers, 5566 engagements

"The bond market is in trouble across the world. Long-term government bond yields are rising everywhere from the U.S. to Japan to France to the UK. Finance is entering a new more dangerous era. (a thread)"
X Link @_Investinq 2025-09-01T17:15Z 49.2K followers, 1.3M engagements

"Japan just shocked the world. Sanae Takaichi is now Prime Minister Japans first-ever female leader and shes coming in swinging with huge stimulus plans. Markets are ripping and investors everywhere are bracing for what comes next. (a thread)"
X Link @_Investinq 2025-10-06T05:08Z 49.2K followers, 990.4K engagements

"The AI boom looks unstoppable but most of it is powered by creative financing. Every historic deal you see is just another layer of circular money. Stocks jump valuations rise and nobody asks where the cash actually is. Its the kind of illusion that unravels fast once the money stops moving. (a thread)"
X Link @_Investinq 2025-10-06T13:51Z 49.2K followers, 373.5K engagements

"Welp we have our first break in the matrix: Oracle. A month ago Oracle stock soared after forecasting extraordinary growth: "We signed four multi-billion-dollar contracts with three different customers in Q1" said Oracle CEO Safra Catz. $455B in contract backlog. Multi-billion-dollar deals. But according to The Information newly surfaced internal documents paint a very different picture. Oracles AI cloud margins are razor-thin around XX cents of profit for every $X in Nvidia server rentals. Thats less than most retail businesses and in some cases the companys actually losing money. The data"
X Link @_Investinq 2025-10-07T15:30Z 49.2K followers, 253.5K engagements

"This chart tells the story of the post-COVID era. Gold and Bitcoin have moved together not because theyre the same asset but because they answer the same problem collapsing trust in fiat. Gold has become the institutional hedge the real collateral. Bitcoin the digital escape hatch for everything outside the system. Both are rising for the same reason: the market no longer believes the paper is worth the promise"
X Link @_Investinq 2025-10-07T23:05Z 49.2K followers, 384.6K engagements

"Ken Griffin summed it up perfectly here. Inflation is still running high the dollar just saw its biggest six-month drop in fifty years and gold keeps setting new records. Money is slowly leaving assets that depend on trust and moving into things that can stand on their own such as gold and bitcoin. Griffins last point is the one people should pay attention to. Foreign investors are still buying U.S. stocks but theyre now hedging their returns into local currencies. They want exposure to American companies without being stuck in a currency thats losing value faster than anyone expected. This"
X Link @_Investinq 2025-10-08T04:57Z 49.2K followers, 481K engagements

"Heres a list of companies building the backbone of AI. These are the players powering cooling and securing the worlds data centers the infrastructure behind every model chip and query. The ones selling the shovels in the biggest digital gold rush of our lifetime"
X Link @_Investinq 2025-10-09T15:13Z 49.2K followers, 392.1K engagements

"BREAKING: After saying he had no reason to meet with Chinas President Xi just hours ago President Trump now says I havent cancelled but I dont know that were going to have it but Im going to be there regardless. Markets have no idea what to make of this"
X Link @_Investinq 2025-10-10T22:20Z 49.2K followers, 5.5M engagements

"What just happened At 3:00 PM ET President Trump confirmed a XXX% tariff on all Chinese imports starting November 1st alongside export controls on any and all critical software. Within minutes the S&P XXX fell XXX% erasing over $XXX TRILLION in market value as panic spread. (a thread)"
X Link @_Investinq 2025-10-11T02:19Z 49.2K followers, 572.2K engagements

"Rare earths arent actually rare. Finding them isnt the challenge processing them is. China produces approximately XX% of the worlds rare earth minerals and performs up to XX% of the refining needed to make them usable. These metals are critical for AI chips weapons and advanced manufacturing. The U.S. still sources roughly XX% of its supply from China"
X Link @_Investinq 2025-10-11T14:53Z 49.2K followers, 132.3K engagements

"A major Ukrainian crypto investor known as Kudo was reportedly found dead in his Lamborghini with what appeared to be a self-inflicted gunshot wound. He managed $XX million in crypto for Ukrainian generals and officials and rumor has it he lost at least $XX million in investors funds that were entrusted to him. Please guys always trade responsibly. The market can take more than just your money"
X Link @_Investinq 2025-10-11T21:07Z 49.2K followers, 49.6K engagements

"This is highly SUSPICIOUS: The same trader who made $192M last week just opened another massive round of shorts on Hyperliquid reportedly over $160M worth. The timing is uncanny. Does he know something we dont"
X Link @_Investinq 2025-10-12T19:26Z 49.2K followers, 158.2K engagements

"@amitisinvesting What happened to the Black Monday everyone was calling for"
X Link @_Investinq 2025-10-12T22:10Z 49.2K followers, 5965 engagements

"This is one of my favorite videos of Warren Buffett. In this video hes not talking about money or stocks. Hes talking about mistakes the kind we all make. The chances we had but didnt take. The moments where we knew what we should do but fear or doubt got in the way. He calls them mistakes of omission and thats something everyone has felt at some point. Think about how many times youve looked back and thought I shouldve done that. Maybe it was talking to someone taking a chance or starting something new. Those moments dont show up on any record but they stay with you. Thats what Buffett means"
X Link @_Investinq 2025-10-13T03:37Z 49.2K followers, 35K engagements

"The clearest and most accurate explanation of the AI era for anyone in the markets so far. Jeff Bezos gets it. He breaks down how bubbles work how prices detach from fundamentals how hype funds everything and how that chaos still builds real infrastructure. The dot-com bubble left us fiber optics. The AI boom is leaving us compute chips and data centers. Its not a financial bubble its an industrial one. And industrial bubbles dont destroy; they build. The speculators lose money but society keeps the innovation. Thats exactly whats happening right now"
X Link @_Investinq 2025-10-13T15:57Z 49.2K followers, 48.1K engagements

"I could buy any house in the world and I dont want any other house than the one Im in. Warren Buffett That single line captures a kind of wealth that money cant measure. As Naval Ravikant once said Its your unlimited desires that are clouding your peace and happiness. Desire is suffering. Every desire you have is an access where you will suffer. Dont focus on more than one desire at a time. Buffetts peace comes from mastering what Naval describes the art of wanting less. When your happiness stops depending on whats next you finally become free. True wealth isnt the ability to buy more; its"
X Link @_Investinq 2025-10-14T23:23Z 49.2K followers, 245.3K engagements

"This chart shows how much the U.S. economy relies on rare earth metals and how risky that dependence has become. It measures what could happen to American industries and jobs if the supply of these metals were cut off. The solid blue bars show what happens if XX% of the industries that use them are disrupted and the striped bars show the impact if XX% are hit. Each metal plays an important role in technology and manufacturing. Scandium is used in aircraft parts and semiconductors. Yttrium helps make rechargeable batteries and lasers. Lutetium is used in medical scanners and special glass."
X Link @_Investinq 2025-10-15T05:41Z 49.2K followers, 474.8K engagements

"Feds Standing Repo spiked to $6.75B the biggest jump since COVID outside quarter-end. Do you know what this means"
X Link @_Investinq 2025-10-15T19:37Z 49.2K followers, 24.1K engagements

"Every year the average American worker puts about $8500 into their 401(k). Around XX% of that money goes into stocks and since the Magnificent Seven now make up nearly XX% of the S&P XXX roughly $2300 automatically ends up in those same seven names Apple Microsoft Nvidia Alphabet Amazon Meta and Tesla. This happens regardless of whether those companies are cheap or expensive because index funds buy based on market cap not valuation. That constant stream of retirement money fuels these stocks giving them a powerful tailwind and making the market more dependent on their performance. When these"
X Link @_Investinq 2025-10-15T21:50Z 49.2K followers, 9929 engagements

"The Feds SRF just spiked to $6.75B its biggest jump since COVID outside quarter-end. Banks are running low on cash and turning to the Fed for liquidity. Its an early warning that liquidity is drying up and money markets are tightening fast. (a thread)"
X Link @_Investinq 2025-10-16T14:02Z 49.2K followers, 17.7K engagements

"The SRF surge signals tightening money rising borrowing costs and growing bank reliance on the Fed a warning that fading liquidity could soon impact lending rates and Fed policy decisions. Check out my FREE deep version of my thread here:"
X Link @_Investinq 2025-10-16T14:02Z 49.2K followers, 2838 engagements

"In this clip legendary investor Jim Simons founder of Renaissance Technologies explains how his team used math data and machine learning to beat the market long before AI was even a buzzword. What Simons built decades ago is basically what every quant hedge fund and algorithmic trader is chasing today finding tiny inefficiencies in massive datasets and stacking hundreds of small edges into one powerful predictive system. The difference Back then this was pioneering. Today its the foundation of modern finance"
X Link @_Investinq 2025-10-16T15:50Z 49.2K followers, 8980 engagements

"This chart shows exactly how the global semiconductor world is divided and its fascinating. The U.S. completely dominates the brainpower side of things owning over half of global chip design and nearly XX% of EDA and IP. Companies like Nvidia AMD Intel Cadence and Synopsys basically write the rulebook for how chips are made. That gives the U.S. serious leverage in innovation defense and global trade Japan and the EU control the essential equipment and materials. Japan alone supplies XX% of global tools and XX% of materials. Its not flashy but without those the entire chip industry would grind"
X Link @_Investinq 2025-10-17T11:23Z 49.2K followers, 26.6K engagements

"U.S. margin debt just hit $XXX trillion the highest ever. That means investors have borrowed over a trillion dollars to buy more stocks. In September alone they borrowed another $XX billion. And now the SEC is being asked to approve something called 5x leveraged ETFs which would let people borrow five times the amount they invest. In simple terms: investors are already loaded with debt and now some firms want to hand them an even bigger credit card. Margin debt is basically money borrowed from a broker to buy more investments. If your portfolio goes up you make extra money. But if it goes"
X Link @_Investinq 2025-10-18T12:17Z 49.2K followers, 54.2K engagements

"I recommend everyone read my article (especially when I talk about about algorithms) to get a better understanding on what's happening in the markets"
X Link @_Investinq 2025-10-18T13:31Z 49.2K followers, 6686 engagements

"Gold miners basically hit the jackpot this year. Theyre living through one of those rare moments where everything lines up perfectly gold prices are exploding higher while oil one of their biggest costs keeps falling. Over the last year and a half gold jumped from around $1900 an ounce to over 4000. At the same time oil prices slid from about $XX a barrel to $XX. Its like selling your product for double while your expenses drop at the same time a dream scenario for any business. For miners this setup has turned into a gold rush of profits. Their all-in sustaining cost which covers everything"
X Link @_Investinq 2025-10-18T19:04Z 49.2K followers, 28.4K engagements

"Chinas grip on the rare earth supply chain has become one of the most powerful strategic advantages in the modern world. While the U.S. shows strength through military power and sanctions China built control over the raw materials that power nearly all advanced technology. It now mines XX% of rare earths refines XX% and produces XX% of the magnets used in EVs chips and weapons turning resources into geopolitical leverage. This year Beijing tightened export restrictions on most rare earths extending them to the technology and machinery used to process them. Any product containing even traces"
X Link @_Investinq 2025-10-19T12:11Z 49.2K followers, 10.9K engagements

"France is facing a full-blown credit crisis. S&P Global Ratings just downgraded the countrys credit rating from AA- to A+ marking the third downgrade in barely a month. The move reflects both political chaos and growing debt problems in Europes second-largest economy. Prime Minister Sebastien Lecornu barely survived two no-confidence votes and was forced to suspend Macrons unpopular pension reform just to stay in power. That suspension adds billions to Frances budget deficit and signals that the government cant push through any serious fiscal reform right now. Frances debt is spiraling. The"
X Link @_Investinq 2025-10-20T12:57Z 49.2K followers, 20.9K engagements

"By 2028 U.S. data centers are projected to use between XXX% and XX% of the nations total electricity according to Lawrence Berkeley National Laboratory. Thats a difference of XXX terawatt-hours of energy equivalent to the consumption of over XX million households. A generational crisis is upon us"
X Link @_Investinq 2025-10-09T21:05Z 49.1K followers, 16.8K engagements

"The companys lifeline was factoring selling unpaid customer invoices for instant cash. Over XX% of its sales relied on this. It also used reverse factoring borrowing against payments it owed suppliers. When lenders cut credit the house of cards collapsed"
X Link @_Investinq 2025-10-10T05:41Z 49.1K followers, 4656 engagements

"This came during one of the most fragile weeks of the year. The U.S. government shutdown continues mass federal layoffs began and liquidity across markets has been thinning fast. Trump had earlier warned that China is becoming very hostile hinting at massive tariff increases"
X Link @_Investinq 2025-10-11T02:19Z 49.1K followers, 8015 engagements

"This whole story ties directly into whats now driving one of Wall Streets hottest trades Morgan Stanleys National Security Index. The chart below tracks U.S. companies tied to defense energy and critical materials basically the backbone of Americas supply chain independence. Rare earth and uranium stocks like $TMC $MP $LEU $OKLO $NB and $UUUU have exploded this year up triple digits as investors bet on reshoring and resource security. Every headline about tariffs or export controls moves this basket"
X Link @_Investinq 2025-10-12T12:24Z 49.1K followers, 19.7K engagements

"Something unusual is happening in the markets right now. Stocks keep climbing even as the data gets softer and the usual signals dont make sense anymore. I just wrote a full breakdown on whats happening and its completely FREE to read"
X Link @_Investinq 2025-10-15T04:28Z 49.1K followers, 13.6K engagements

"@TicTocTick Hey tic toc Would you kindly check out the DM I sent you much appreciated"
X Link @_Investinq 2025-10-17T18:19Z 49.1K followers, XXX engagements

"@paulguidry I really hope not"
X Link @_Investinq 2025-10-19T12:20Z 49.1K followers, XXX engagements

"Then came Jefferies the bank that financed and promoted First Brands for nearly a decade. It tried to raise $6B this summer to refinance its debt. But when investors demanded more details about its accounting the deal stalled. Weeks later the company imploded"
X Link @_Investinq 2025-10-10T05:41Z 49.1K followers, 5624 engagements

"By the afternoon those threats turned into policy. Every Chinese import now faces a XXX% tariff doubling existing duties. In addition the U.S. will impose export restrictions on software tied to AI semiconductor and defense systems escalating the trade conflict further"
X Link @_Investinq 2025-10-11T02:19Z 49.1K followers, 6072 engagements

"Based on some reports Im seeing losses on Hyperliquid one of the largest crypto derivatives exchanges have been massive. Over 1000 traders lost more than $100000 each. More than XXX traders were down over $X million and XXX accounts were completely wiped including one trader who lost nearly XX million in a single day. Volatility didnt just hit markets this week it wiped out entire portfolios. I wrote about more about this here:"
X Link @_Investinq 2025-10-11T17:09Z 49.1K followers, 71.1K engagements

"After a chaotic Friday of XXX% tariff threats and market turmoil China finally responds. Beijing defends its rare earth export curbs as legitimate". And now the TrumpXi meeting later this month hangs in the balance. What is happening Let us explain. (a thread)"
X Link @_Investinq 2025-10-12T04:52Z 49.1K followers, 97.6K engagements

"@Mcar980344 Guess we will find out soon enough"
X Link @_Investinq 2025-10-18T19:19Z 49.1K followers, XXX engagements

"The U.S. China and Japan all have stock markets at record highs. At the same time their economies face weak growth layoffs property crises and stagnant wages. Markets are soaring while households struggle. Whats driving this split (a thread)"
X Link @_Investinq 2025-09-06T19:17Z 49.2K followers, 589.7K engagements

"The chart youre looking at shows how lopsided the options market has become. On Wednesday calls made up XX% of all options traded. Thats about as high as it gets and basically tells us traders are loading up on bets that stocks will keep climbing. Instead of hedging against risk most people are chasing the upside. Why does this happen Big moves like this usually follow waves of excitement. When traders see momentum especially short-term they often dont want to be left behind. Calls give them a cheap way to control a lot of stock so the payoff looks huge if the market keeps rising. In other"
X Link @_Investinq 2025-10-02T15:46Z 49.2K followers, 10.4K engagements

"Electricity will become the biggest problem of our generation. AI data centers are projected to quadruple their power demand over the next decade reaching nearly 1600 terawatt-hours by 2035. Every ChatGPT query every LLM token every AI image burns electricity and the scale is getting out of control. If AI data centers were a country theyd rank 4th in the world for electricity use right behind China the U.S. and India. Weve built the compute. Now we need to build the grid or the AI boom runs straight into a power wall along with our electricity prices skyrocketing"
X Link @_Investinq 2025-10-06T20:19Z 49.2K followers, 152.9K engagements

"The Feds safe cash parking lot is almost empty. Reverse Repo usage has plunged to$4.6 billion the lowest since April 2021. Thats down XXXX% from over $XXX trillion at the peak marking a major shift in U.S. liquidity. (a thread)"
X Link @_Investinq 2025-10-07T18:52Z 49.2K followers, 103.7K engagements

"America is in the middle of a massive construction shift. Over $XX billion worth of data centers are being built right now up XXX% since 2022. For the first time ever data centers being built will outnumber office buildings. (a thread)"
X Link @_Investinq 2025-10-09T14:32Z 49.2K followers, 572.9K engagements

"This is what the inside of a modern AI data center looks like. Every section in this image represents an entire industry. Companies like Schneider Electric Vertiv Eaton and ABB handle power. Cisco and Arista build the networks. Dell and HP produce the servers that keep it running. What really powers this isnt just code or chips. Its copper. Miles of copper wiring connect every rack generator and cooling system carrying electricity around the clock. A single large data center can use tens of thousands of miles of copper and hundreds more are being built each year. Every generator switchgear"
X Link @_Investinq 2025-10-09T19:05Z 49.2K followers, 75.6K engagements

"This is BEYOND insane: Billions just have vanished overnight. Auto-parts giant First Brands just went bankrupt and no one knows where the money went. It borrowed using the same assets over and over now no one knows who owns what. (a thread)"
X Link @_Investinq 2025-10-10T05:41Z 49.2K followers, 174.8K engagements

"JUST IN: President Trump just said starting November 1st the United States will impose a100% tariff on China"
X Link @_Investinq 2025-10-10T20:52Z 49.2K followers, 5.5M engagements

"A whale on Hyperliquid a crypto derivatives exchange opened massive short positions just XX minutes before Trumps XXX% China tariff announcement. He closed the trades for $XXX million in profit all in one day. The accounts were created this morning funds withdrawn within hours. Someone always knows"
X Link @_Investinq 2025-10-11T03:35Z 49.2K followers, 370.6K engagements

"Here we go again. Broadcom ($AVGO) just surged +13% adding $200B in market cap after inking a multi-billion-dollar chip deal with OpenAI. The deal makes Broadcom the latest player in the AI money machine building custom data-center chips for OpenAI across 10GW of compute plugging right into the same network powering Nvidia Microsoft and Oracle"
X Link @_Investinq 2025-10-13T13:08Z 49.2K followers, 10.9K engagements

"When confidence cracks money starts running downhill. Exters Pyramid explains it perfectly the financial system is built on layers of risk from derivatives and debt at the top to hard assets like gold and silver at the bottom. When trust fades capital doesnt disappear it retreats. It moves from the complex to the simple from paper wealth to things you can actually hold. Cash first. Then gold. Then silver"
X Link @_Investinq 2025-10-14T04:31Z 49.2K followers, 31.5K engagements

"How billionaire investor Stanley Druckenmiller approaches technical analysis: Every night at 4:30 he reviews nearly XXX charts across markets worldwide. Still he calls himself a fundamentals-first investor about 7580% of his ideas start from fundamentals and are only confirmed by charts. If the chart disagrees with his thesis he simply moves on"
X Link @_Investinq 2025-10-14T05:14Z 49.2K followers, 209K engagements

"A generational crisis is brewing. The AI boom is consuming power faster than the grid can keep up. By 2028 U.S. data centers could use 6.7%12% of Americas electricity enough to power XX million homes. We taught machines to think but forgot how to keep the lights on (a thread)"
X Link @_Investinq 2025-10-14T12:58Z 49.2K followers, 142.3K engagements

"The reason I keep talking about this issue is because its genuinely concerning and nothing changes unless people start speaking up. Staying quiet just lets the same problems keep repeating"
X Link @_Investinq 2025-10-14T13:11Z 49.2K followers, 1347 engagements

"EISEN: You've taken stakes in X companies now. Are there going to be more BESSENT: I wouldn't be surprised. When we get an announcement like this week with China on rare earths you realize we have to be self-sufficient or we have to be sufficient with our allies Thats exactly what I talked about below. The data shows how even a small disruption just 1025% in rare earth supply could hit hundreds of thousands of U.S. jobs and shave off a chunk of industrial output. Weve built our most advanced industries EVs wind turbines semiconductors defense tech on materials we dont control. And when one"
X Link @_Investinq 2025-10-15T14:03Z 49.2K followers, 451.4K engagements

"Households now own XX% of the entire U.S. stock market more than mutual funds pensions and ETFs combined. Almost XX% of that sits in the hands of the wealthiest XX% which means a small group of investors now has more influence over market direction than ever before. When that much buying power is concentrated at the top selloffs get shallower and dips get bought faster. Its one of the biggest reasons this melt-up hasnt cracked yet"
X Link @_Investinq 2025-10-15T15:16Z 49.2K followers, 14.1K engagements

"Imagine a repo as a pawn shop for banks. A bank sells a Treasury bond to the Fed for cash then repurchases it later at a slightly higher price. This lets banks get the money they need without permanently giving up their assets. Its how the Fed keeps liquidity moving smoothly"
X Link @_Investinq 2025-10-16T14:02Z 49.2K followers, 1423 engagements

"When SRF usage spikes it means banks are struggling to borrow cheaply elsewhere. Usually banks borrow from each other in the open market. But if funding costs rise too much they turn to the Fed instead. Thats why the jump to $6.75B signals tighter liquidity conditions"
X Link @_Investinq 2025-10-16T14:02Z 49.2K followers, 1144 engagements

"This isnt a 2023-style crisis at least not yet. The SRF was designed to prevent one. It acts like a safety valve allowing banks to borrow directly from the Fed when other funding dries up. But a steady increase in SRF use would hint that the systems cash buffer is wearing thin"
X Link @_Investinq 2025-10-16T14:02Z 49.2K followers, 3058 engagements

"In 2024 when asked about the risk of another real estateled banking crisis Jerome Powell called it a manageable problem. He said the big banks looked fine but admitted some smaller ones might have to merge or close. Fast forward to today thats exactly where the stress is showing. The same smaller banks Powell mentioned are now the ones feeling the heat"
X Link @_Investinq 2025-10-16T21:53Z 49.2K followers, 20.3K engagements

"Jamie Dimons cockroach warning feels very relevant after what happened today"
X Link @_Investinq 2025-10-17T00:33Z 49.2K followers, 40.5K engagements

"This chart tells a story no one saw coming: gold has outperformed the S&P XXX over the last two decades. Since 2004 when the SPDR Gold Shares ETF (GLD) launched gold has climbed nearly XXX% while the S&P XXX has gained about 450%. That means gold hasnt just held its own its left stocks behind and its done so during one of the strongest and longest bull markets in history. That breaks every rule investors have been taught. Gold isnt meant to rally alongside stocks. Its usually the safe haven when markets fall not when theyre strong.Yet both assets are climbing. Gold is up more than XX% this"
X Link @_Investinq 2025-10-17T04:57Z 49.2K followers, 25.6K engagements

"The Secured Overnight Financing Rate (SOFR) is basically the interest rate banks pay when they borrow money overnight using U.S. Treasuries as collateral. Think of it as the heartbeat of the financial system it shows how easy or expensive it is for banks to get short-term cash. When SOFR moves its a hint about whats going on behind the scenes with liquidity funding stress and sometimes even Federal Reserve policy Over the past year SOFRs rhythm has been anything but steady. It climbed near XXXX% in late 2024 dropped to the low X% range at the start of 2025 briefly rose above XXX% in August"
X Link @_Investinq 2025-10-17T13:36Z 49.2K followers, 53.1K engagements

"When you see M2 hitting a new record at $XXXX trillion what youre really looking at is money flooding back into the system. M2 basically measures all the cash sitting in checking accounts savings and money-market funds. Over the past year its grown nearly X% the fastest pace since 2022. That tells you the Feds tightening cycle is over were back in a world where liquidity is easy again Before the pandemic money supply grew slowly and steadily alongside the economy. Then in 2020 the Fed went full throttle to keep the system from breaking. M2 jumped from around $XXXX trillion to almost $22"
X Link @_Investinq 2025-10-17T15:51Z 49.2K followers, 14.5K engagements

"Back in the early 2000s Japan and China were basically the backbone of foreign demand for U.S. Treasuries. Japan once held close to XX% of all foreign-owned Treasuries and China reached about XX% at its peak but as of mid 2025 Japans share is down to XX% and Chinas to 8%. Together thats only around one fifth of what foreign investors hold down from nearly two-thirds at the peak. Thats a huge drop that says a lot about how global finance is changing For Japan the main reason has been economic. The yen fell to its weakest level in decades around XXX per dollar so Japanese authorities sold"
X Link @_Investinq 2025-10-17T22:52Z 49.2K followers, 51.5K engagements

"Jensen Huang on China: We are XXX% out of China. We went from XX% market share to 0%. I cant imagine any policymaker thinking thats a good idea whatever policy we implemented caused America to lose one of the largest markets in the world to 0%. The U.S wanted to slow down Chinas progress in AI by blocking chip exports. Instead it ended up locking American companies out of one of the biggest tech markets on the planet. Nvidia went from dominating Chinas AI hardware scene to having no presence at all. Thats not a small loss. China buys about XX% of the worlds chips so walking away from that"
X Link @_Investinq 2025-10-18T03:21Z 49.2K followers, 10.7K engagements

"The number of leveraged ETFs has exploded. There are now more than XXX of them up from just around XX back in 2011. Thats a massive jump and its not because investors suddenly became smarter. Its because leverage has turned into something thats being sold to everyone. When leverage stops being a tool and starts being a product its a sign that markets are starting to get overheated. These ETFs promise to give you double or triple the returns of whatever index they track. If the S&P XXX goes up X% a 3x ETF aims to go up X% but if the market drops X% that ETF falls 3%. They reset daily which"
X Link @_Investinq 2025-10-19T22:09Z 49.2K followers, 13.9K engagements

"Scott Bessent the U.S. Treasury Secretary said: "There was a lower-level trade person who was slightly unhinged here in August. I think his name is Lee Kwang-dong Li Chenggang and you know threatening saying that China would unleash chaos on the global system if the US went ahead with our docking fees for Chinese ships. And this is clearly something that they were planning all along. I think that things can deescalate that you know we don't want to have to escalate. We have things that are more powerful than the rare earth export controls that the Chinese want to put on. And so to be clear"
X Link @_Investinq 2025-10-20T04:26Z 49.2K followers, 194.1K engagements

"Today marks XX years since Black Monday the biggest one-day market crash in history. On October XX 1987 the Dow Jones fell XXX points a drop of XXXX% while the S&P XXX lost 20.5%. In just a few hours over $XXX billion in U.S. market value disappeared and the panic quickly spread around the world wiping out roughly $XXX trillion globally. The crash didnt come out of nowhere. After the 1982 recession stocks had been on fire. The Dow had tripled and in the seven months before the crash it had already jumped another 44%. But by late 1987 valuations were sky-high trade deficits were climbing the"
X Link @_Investinq 2025-10-20T15:22Z 49.2K followers, 35.8K engagements