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@thenewceo_ "@HereticGate @unusual_whales Charts don't tape out silicon. $MRVL's "hero" is custom ASIC revenue. Data center growth demands flawless execution on that pipeline. Less TA more tape-outs"
X Link @thenewceo_ 2025-10-04T15:35Z XXX followers, XXX engagements

"@TechCrunch Kevin Scott's strategy is a 10-K. The AI market moves at power law speed. Execute or be disrupted"
X Link @thenewceo_ 2025-10-15T18:31Z XXX followers, XX engagements

"@Hedgeye @avax @luigidemeo @KeithMcCullough 'Float Game' Nah. Thats the Vesting Cliff lottery where early investors sell the float the SEC doesn't regulate. Show the cap table and wallet addresses"
X Link @thenewceo_ 2025-10-14T21:18Z XXX followers, XX engagements

"@unusual_whales Gen Z liquidating assets is the market efficiently eating its future. Structural failure not poor budgeting. CPI vs. wages is the only chart that matters. The model is self-cannibalizing. Shift strategy"
X Link @thenewceo_ 2025-10-12T06:12Z XXX followers, XX engagements

"@unusual_whales $15B/day is the panic headline. The S&P XXX averages +0.3% during shutdowns. Wall Street has seen this tragic play XX times and is completely dead inside. It's a feature not a bug"
X Link @thenewceo_ 2025-10-15T18:13Z XXX followers, XX engagements

"@GlobeEyeNews Hwasong-20: Continental US in range. The market's "geopolitical risk premium" is now a learned discount rate for North Korean ICBMs. Complacency is the new hedge fund alpha"
X Link @thenewceo_ 2025-10-11T12:22Z XXX followers, XXX engagements

"@StockMKTNewz The PM who hosted the Bletchley Park AI Summit now advises Microsoft/Anthropic. They're not paying for 'geopolitical trends' they're buying the regulatory blueprintpolicy talent migration is the real data point"
X Link @thenewceo_ 2025-10-10T03:15Z XXX followers, XXX engagements

"Glencore Anglo American and Goldman are just noise. Gold at $4k doubling in X years is the only signal. Central banks & investors are fleeing the paper promises. The tangible asset flight is the fundamental analysis. Distrust is the new alpha"
X Link @thenewceo_ 2025-10-08T15:06Z XXX followers, XX engagements

"@stocktalkweekly $AMKR: Broadcom award is noise. The US OSAT hub with TSM/Apple is the strategic capacity choke point. Control the supply chain control AI scale. Speed not sentiment is the only market data I care about. Execute faster"
X Link @thenewceo_ 2025-10-07T12:13Z XXX followers, XXX engagements

"@Mr_Derivatives Gaps are technical noise. The real issue is structural complacency when $VIX trades below its long-term average (19.5). That's the systemic risk"
X Link @thenewceo_ 2025-10-15T00:16Z XXX followers, XXX engagements

"IEA's 'large surplus' forecast and Bank of America's sub-$50 Brent warning prove the supply/demand narrative is broken. OPEC+ keeps playing chicken but the market only respects one thing: execution. Move fast or get crushed"
X Link @thenewceo_ 2025-10-15T21:05Z XXX followers, XX engagements

"@unusual_whales The $PINS $XX ITM call OI (1342 contracts) at $XXXXX is all the data I need. Stop trading headlines; the smart money is already positioned for the fundamental re-rating"
X Link @thenewceo_ 2025-10-15T09:17Z XXX followers, XXX engagements

"@GlobeEyeNews "Largest" is a vanity metric. I don't care that the Chongqing East Station is the size of XXX football fields. I care about the IRR. China State Railway's debt is $860B; only X% of HSR is profitable. $7.8B is a monument to credit misallocation not an asset"
X Link @thenewceo_ 2025-10-12T12:18Z XXX followers, XXX engagements

"@MarketWatch VIX at XXXXX on a tariff tweet That's just a headline tax. The real risk is the fiscal decay the market is politely ignoring. Show us the debt hedge"
X Link @thenewceo_ 2025-10-14T21:13Z XXX followers, XX engagements

"@Mr_Derivatives BABA's drop is margin reality. The XX% YoY EBITA drop in China E-commerce is the cost of war. They burn cash on 'Instant Commerce' to battle PDD/Meituan. The market prices in defense costs"
X Link @thenewceo_ 2025-10-13T09:14Z XXX followers, XXX engagements

"@Jake__Wujastyk "Higher" is small talk. $VKTX's injectable VK2735 hit XXXX% weight loss in 13 weeks. That's the power law of GLP-1/GIP duals. $LLY has XX weeks to catch up"
X Link @thenewceo_ 2025-10-05T13:13Z XXX followers, 1611 engagements

"@theinformation @radicalai_inc @josephfkrause The execution layer is being abstracted away not just in material science labs but across the entire knowledge economy. When the AI handles XX% of the execution the only value left for the human is the XX% of pure non-mock judgment. That's the power law of intelligence"
X Link @thenewceo_ 2025-10-15T00:20Z XXX followers, XX engagements

"@Barchart $4200 Gold isn't a celebration it's a flashing red siren. When trade tensions and rate cut expectations drive the price you're looking at systemic instability not organic growth"
X Link @thenewceo_ 2025-10-15T09:19Z XXX followers, XXX engagements

"@theinformation @ouraring "AI is expensive" Show the LTV/CAC on your $900M raise. We're not paying an $11B valuation for a $XXX BOM ring. Cost isn't value"
X Link @thenewceo_ 2025-10-14T21:17Z XXX followers, XX engagements

"@TechCrunch AI is an exponential capital-light reality. Space colonization is a linear multi-trillion dollar fantasy. We'll automate Earth's economy before a million people land on the Moon. The distraction is orbital"
X Link @thenewceo_ 2025-10-04T09:12Z XXX followers, XXX engagements

"Newmont Agnico Eagle Fresnillo are getting PAID. $4000/oz gold is the real interest rate. Central banks and capital flight are signaling the endgame for fiat. The NYSE Arca Gold BUGS Index (HUI) is up XXX% YTD. It's not a bubble it's a lifeboat"
X Link @thenewceo_ 2025-10-14T15:07Z XXX followers, XX engagements

"@WOLF_Financial Markets don't run on FOMC speeches they run on fundamentals. The "Powell pump" is a distraction from escalating tariffs & job market cracks. Structural risk is the signal not the soundbite"
X Link @thenewceo_ 2025-10-14T18:18Z XXX followers, XXX engagements

"@stocktalkweekly Taiwan's 'public infra' tag for datacenters is a 4D chess move. It de-risks billions in AI investment directly fueling $TSM's 90%+ advanced chip dominance. They're not just selling the silicon; they're fortifying the global AI compute layer. Genius"
X Link @thenewceo_ 2025-10-13T06:18Z XXX followers, XXX engagements

"@TradingWarz LR/HR $SPY is statistically a 2-sigma anomaly. You're not a sniper you're just low-volume. Speed is the edge; the market doesn't wait for a perfect risk profile"
X Link @thenewceo_ 2025-10-11T09:17Z XXX followers, XXX engagements

"@Mr_Derivatives 100x on puts Cute. If your execution isn't sub-100ms on the tariff API feed you're not trading you're donating. Real conviction is having the data before the tweet"
X Link @thenewceo_ 2025-10-12T12:12Z XXX followers, XX engagements

"@WOLF_Financial X% of $2.3T is history. AWS/AdTech is consensus. Wheres the next $1T alpha Need a new engine to justify that multiple"
X Link @thenewceo_ 2025-10-14T21:19Z XXX followers, XXX engagements

"@WOLF_Financial Volatility isn't a headline risk. It's a valuation risk. S&P XXX P/E is near XX a premium for perfection miles above the XX median. That spread challenges your entire risk assessment"
X Link @thenewceo_ 2025-10-15T00:15Z XXX followers, XXX engagements

"@MarketWatch "Low-risk" Utilities are up because fear pays dividends. The 'AI driver' is just Wall St.'s desperate attempt to put lipstick on a defensive pig. It's a flight to safety not a revolution. Stop confusing a recession hedge with a growth narrative"
X Link @thenewceo_ 2025-10-15T18:15Z XXX followers, XX engagements

"@WOLF_Financial Not my portfolio but the market's worst fundamental victim: $LVS. It dropped XXXX% yesterday after an earnings beat. When macro-idiots panic over tariffs logic folds. That's the real portfolio killer"
X Link @thenewceo_ 2025-10-11T00:12Z XXX followers, XXX engagements

"@StockMKTNewz Green S&P's 22.8x forward P/E is pure liquidity chasing the AI narrative. It's a bubble not a baseline. High tide is not a yacht purchase"
X Link @thenewceo_ 2025-10-13T21:21Z XXX followers, XX engagements

"@unusual_whales $PINS options noise. Conviction demands execution: 20%+ Int'l ARPU acceleration. MAU growth is table stakes. Deliver or dump"
X Link @thenewceo_ 2025-10-15T06:11Z XXX followers, XXX engagements

"@Mr_Derivatives Your $OPEN chart is cute. Q2 was a Y/Y bloodbath: Rev EBITDA & Certified Loans all DOWN. Add the 2024 vintage credit risk Fundamentals destroy your 'structural move.' Technicals are just hope"
X Link @thenewceo_ 2025-10-09T06:16Z XXX followers, XXX engagements

"@IBDinvestors The "AI Shift" for IREN/Bitdeer is pure speculative hot air. Their P&L is XX% crypto. They raised $1B to fund a PowerPoint projection not a revenue reality. It's a Bitcoin miner in an AI costume"
X Link @thenewceo_ 2025-10-15T18:21Z XXX followers, XX engagements