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@ACFER01 "#ACFMarketWrap: Commodities roar lifting UK stockscopper rallies oil climbs. Pound strength dents exporters but megacaps stay green. Geopolitics ease but eyes turn to Trumps next Fed pick and Lagardes speech. #Coppers 3-mth high drove $AAL.L +7% $ANTO.L +5.6% $GLEN.L +5% & $RIO.L +3.5%. Crude strength pushed $SHEL.L +0.7% and $BP.L +1.6% though $SHEL.L denied reports its eyeing a $BP.L takeover. Geopolitical relief from Israel-Iran ceasefire supported sentiment. Meanwhile WSJ reported President Trump may name a shadow Fed Chair soon to steer toward a dovish path. US GDP 1Q25 revised down"
@ACFER01 on X 2025-06-26 16:41:33 UTC 2032 followers, XXX engagements

"ACFMorningMeeting UK water industry is sewage - Feargal Sharkey + report. US power concentration appears to continue via courts innuendo and bullying. Market caution over Fed chair is a signal (and perhaps a warning). $AMD -X% Trending $TSLA +3.2% $NVDA $AAPL $GME $PLTR Opens UK/EU mixed but $STOXX +0.02% $FTSE +0.04% $FTAI +0.23%. US ftrs +ve. Stock Watch - $STEM +45% CRSP +18% $IVZ +15%. Commods - $WIT $67bbl gold $3365 t/oz Cocoa $CC=F more losses $7755 MT. Data to digest China prime lending rates Canada BoC business outlook sentiment. ACFView @WizardBattery @EU_Startups @Share_Talk"
@ACFER01 on X 2025-07-21 09:09:29 UTC 2032 followers, XXX engagements

"ACFMarketWrap: Tariff shock rocks Europe pharma and gold shine. EU stocks wobbled as Trump announced surprise XX% tariffs on EU/Mexican goods spooking markets and slamming autos ( $VOW.DE $BMW.DE $MBG.DE $VOLV-B.ST). $FRES.L +2% on safe-haven flows $AZN.L +2% on Baxdrostat trial win. Oil majors $SHEL $BP X% as $WTI slips on demand fears. EU plans 72bn in countermeasures; ECB rate cuts now on watch. NASDAQ +0.24% FTSE100 +0.64% $WTI $67.33/bbl. Next: DE ZEW Sentiment Index (Jul). ACFView @WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @focusIR"
@ACFER01 on X 2025-07-14 16:53:05 UTC 2032 followers, XXX engagements

"ACFMorningMeeting - Crypto & Tariffs - Investment Bank stable coins seem inevitable along with strong crypto interest $JPM $C. Tariffs $ASML -XXX% tariff guidance warning. Trending $TSLA $GTCH $NWBO $AVXL Opens UK/EU - $STOXX -XXXX% $FTSE +0.21% $FTAI +0.36%. US ftrs -ve $DJI $IXIC $GSPC Stock Watch - $SCMI +6.9% $AMD +6.4% $NVDA +4% & $TSM $AMD $CRWV (read through). $CRML +34% $USAR +31% $ASML -XXX% (EPS) $GS (EPS) Commods $WTI 66bbl gold $3342 t/oz. Cocoa $CC=F falls below $8000 MT support @$7788. Data to Dissect - UK inflation USA PPI. ACFView @WizardBattery @EU_Startups @Share_Talk"
@ACFER01 on X 2025-07-16 09:14:03 UTC 2034 followers, XXX engagements

"ACFMorningMeeting - Fed Chief may yet be fired. Signed off Fed refurb first since 30s - Voight/POTUS building claims turn out to be nonsense apparently. Plans approved by National Capital Planning Commission - no changes and no 'luxury baubles'. Trending - $META $RDDT $SNAP $PINS $MTCH $DJT $GOOG $BMBL Opens UK/EU +ve $STOXX $FTSE $FTAI. US ftrs +ve $DJI $GSPC $IXIC $SPX Stock Watch - $MAST.L +58% in X sessions (research note) $SOUN +7.3%. $VLCN +134% (Bitcoin treasury) $LCID +36% $QS +19% $AMC +9% $NFLX +1.9% (results beats but expectations disapointed). Commods - Cocoa $CC=F collapse"
@ACFER01 on X 2025-07-18 08:10:11 UTC 2034 followers, XXX engagements

"ACFMorningMeeting Trump threatens India not to involve itself in a reserve alternative to the USD. Trump puppets continue to lean on Fed Chair Powell. $TSM 2Q revs grew 38%. Opens EU/UK fairly bullish $STOXX +0.5% $FTSE +1% $FTAI +0.1%. US ftrs dip to -ve $GSPC $IXIX $DJI. Stock Watch - $RYTM +37% -XXX% grey trade (specialist obesity drug results + $150m raise) $NVDA +1.8% $PLTR +2.5%. $DAL $TSM $AVGO $META $AMZN $COIN +5.4% Commods $WTI $68.3bbl Gold flat at $3321 t/oz. Cocoa $CC=F +$280 @$8376 MT. Data to digest - USA jobs UK house prices Turkish and Italian industrial production. ACFView"
@ACFER01 on X 2025-07-10 08:17:37 UTC 2032 followers, 46.5K engagements

"#ACFMorningMeeting Oil price $WTI $XXXX bbl suggests Iran won't close Strait of Hormuz anytime soon. #POTUS47 shows its not always a #tacos trade - and re-establishes a touch of credibility. EU/UK opens $STOXX +0.06% $FTSE +0.01% $FTAI -0.17%. US ftrs turn +ve $DJI $IXIC $GSPC Stock Watch - $SMCI $TSLA $UBER $SHAK $UAA +14% $GMS +32% (rumoured M&A bidding war). $GOOG -XXX% $MBLY -XXX% $PLTR -1.9%. Commods - #Brent $XXXX bbl #GOLD ftrs $3375 t/oz. #Cocoa #COCO falls to $8170 M -7.2%. Data to digest - #USA home sales UK Manufac PMI beat @47.7 vs. XXXX cnsns Services PMI in line. #Germany"
@ACFER01 on X 2025-06-23 08:58:32 UTC 2032 followers, XXX engagements

"ACFMarketWrap: Markets caught a breather as President Trump pushed back on speculation hed fire Fed Chair Powell. Solid macro helped tooUS retail sales XXX% (vs. XXX% estm.) + jobless claims to 221k reinforcing consumer & labour market strength. $MAST +55% in X sessions (research note). $PEP X% on strong earnings + upbeat revenue while $UAL XXX% despite a muted full-year outlookmanagement claims turbulence is easing. Eyes now turn to $NFLX set to report after the closing bell. Most megacaps up: $MSFT (+1.28%) $TSLA (+0.41%) $NVDA (+0.99%) $AMZN (+0.23%) while $GOOG -0.35%. NASDAQ +0.58% FTSE"
@ACFER01 on X 2025-07-17 15:30:55 UTC 2032 followers, 13.6K engagements

"#ACFMarketWrap Jolted by Jobs & Musk. #US Job openings rebound $TSLA pops +9% (8% now) on #EV deliveries beat. $FLSR Biden driven run continues. $SMCI leads. Institutions look for reallocation on #AI bubble inflation $AMD $SOUN $IBM $PLTR $ARM +ve $MBLY $NVDA -ve. Mag7 risers $AAPL $META $GOOG $AMZN $MSFT. Specialty Chemicals innovation raises future margins prospects. Data to dig into #US JOLTS #EA inflation #ACFView"
@ACFER01 on X 2024-07-02 17:52:52 UTC 2032 followers, 1550 engagements

"ACFMorningMeeting - Wall Street EPS+ trade talks dominate global markets. Trump 'sponsored' Stargate AI progress slowed over partner wrangles. Trending $OPEN (viral post) $VZ (EPS) $GME (Reddit chatter) $GOOG (Research) $DJT (Bitcoin) Opens - EU/UK -ve $STOXX $FTSE $FTAI US ftrs mixed $GSPC $IXIC -ve $DJI +ve. Stock Watch - $SOUN -8.7%. $AIRE +347% $PMN +154% $BYND XX% $VZ +4% $MAST +10% (MWs portfolio growth). Commods - Gold ftrs $3401 t/oz Cocoa Coco $CC=F jumps back above $8000 @ $8146 MT. Data to digest - Australia central bank minutes and Fed Chair speech. ACFView @WizardBattery"
@ACFER01 on X 2025-07-22 09:00:24 UTC 2032 followers, XX engagements

"Ovarian Cancer (platinum resistant) - Starpharma $SPL.AX gets promising response from FDA for Fast Track designation and P2/3 clinical trial guidance for DEP SN38 Ovarian oncology therapy. Platform technologies such as Star's dendrimer platform $BCLI's and $KDST's stem cell platforms (NDDs) de-risk biotech investing though this may not yet be widely appreciated by markets. $SPL is revenue generating via other products. #ACFInsight - in our assessment platform technologies e.g. $SPL's throw light on a endgame fix for cancer @Starpharma_ASX @KadimastemLTD"
@ACFER01 on X 2024-12-18 23:52:14 UTC 2034 followers, 2918 engagements

"The UK grid is expected to require 1012 GW of flexible power by 2030. $MAST.L's nimble 510MW plants fill this gap fast under XX months from shovel to socket. Hydrogen-ready engines keep MAST eligible for major annuity revenues well into 2040E. Read ACFResearch note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power"
@ACFER01 on X 2025-07-18 07:20:00 UTC 2034 followers, XXX engagements

"ACFMarketWrap: Tariff heat rises - President Trump confirmed a XX% tariff on Brazilian imports & copper effective X Aug. US initial jobless claims to 227k but continuing claims hit a post-2021 high @ 1.965mhinting at labour market softening. Megacaps mxd: $NVDA -XXX% despite lifting its valuation to $4trn as AI optimism holds and a China-specific chip gains traction. $TSLA +3.21% $AAPL +0.82% $GOOG -XXXX% $MSFT -XXXX% $AMZN -XXXX% $DAL +10% after beating earnings estm. #NASDAQ -XXXX% #FTSE100 +1.23% $WTI $67.20/bbl Next up in focus: UK GDP m/m May. ACFView @WizardBattery @EU_Startups"
@ACFER01 on X 2025-07-10 16:17:41 UTC 2034 followers, XXX engagements

"ACFMorningMeeting $TSLA brand global damage deeper than perceived (ACFView). Trump's copper and pharma tariffs aimed at China and Europe. Mega Trenders - $NVDA $PLTR $AMZN $AAPL UK/EU opens mixed $STOXX +0.28% $FTSE +0.12% $FTAI -0.22%. US ftrs -ve $DJI $GSPC $IXIC on shadow fed chair worries. Stock Watch - $PROK +515% (PII REGEN-007 results). $GAME +59% (Ethereum strategy) $AMD $SCMI $ANET Commods - $WTI + Gold steady Cocoa $CC=F bounces along $8000 @$8090 MT. Data to digest - China inflation rate US FOMC minutes. ACFView @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir"
@ACFER01 on X 2025-07-09 08:12:02 UTC 2032 followers, 34.9K engagements

"🏭 Pyebridge is live: 5.4MW online 737k revenues in XX months booked to YE24 and earning 109/MWh50% above UK averages. With 17.5MW more ready to switch on in 12-18 months $MAST.L is building a scalable cash-first engine portfolio for a volatile grid. Read ACFResearch note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power"
@ACFER01 on X 2025-07-17 06:35:00 UTC 2031 followers, XXX engagements

"ACFMorningMeeting - New Trump tariffs delay new Musk party acceleration - markets take interest in both. $TSLA -XXX% in grey trade. EU/UK opens +ve $STOXX XXXX% US ftrs +ve. Stock Watch - $BTBT +11.8% $CRCL +6% $BA jumps XXX% (Thai US trade concession) $PLTR adds 1.7%. Commods - $WTI $66.7bbl gold softens @3305 t/oz Cocoa $CC=F trails along $8100 MT base support line (note highly volatile/swings). Macro data to digest - Germany industrial production UK house price data EA retail sales. ACFView @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR"
@ACFER01 on X 2025-07-07 08:19:52 UTC 2036 followers, 56.4K engagements

"#RainbowRareEarths $RBW #LSE $RBWRF #OTCPK - not a typical miner - much lower capex/opex located by infrastructure can sell its RE oxides direct to The West no #China = competitive advantage. #ACFResearch #CoreInvestmentCase @RainbowRearths @Geomega_REE"
@ACFER01 on X 2022-07-14 14:55:45 UTC 2034 followers, XX engagements

"ACFMorningMeeting - AI Scares - Ahead of US June jobs data stark AI warnings abound - we largely don't agree but understand messaging. $ORCL pops X% and $WTI ticks up a $ @$66.8bbl. Opens EU/UK +ve $FTAI +0.76% $STOXX +0.3%. US ftrs +ve. Stock Watch - $RGTI +15% (research note) $MARA +13% (Sunwave expands its MARA AI) $ORCL +5% (Cloud agreement research note TIkTok US optimism). $SOUN +7.4% $MBLY +4.6% Commods - Gold & Coco flat. Oil ticks up on OPEC+ cuts hint. Data to sieve USA non-farms payrolls + unemployment + services PMI. Australia BoT. ACFView @WizardBattery @EU_Startups @Share_Talk"
@ACFER01 on X 2025-07-03 08:52:55 UTC 2036 followers, 39.2K engagements

"ACFMarketWrap: Markets remain data-driven as earnings season kicks into high gear. $BAC + XXX% as strong 2Q25 earnings offset weaker revenue. $GS +0.2% on a profit jump while $MS -XXX% despite beating on results. In healthcare $JNJ +4.7% after topping forecasts and lifting its 2025 outlook. On the macro side softer-than-expected US PPI (0% vs 0.2%) - Fed might consider cutting interest rates later this year. Tech was a mixed bag: $GOOG (+0.78%) $TSLA (+2.83%) while $NVDA (-0.21%) $META (-1.14%) $AMZN (-1.25%) and $MSFT (-0.40%) lagged. NASDAQ -XXXX% FTSE XXX -XXXX% $WTI $65.7/bbl Next in"
@ACFER01 on X 2025-07-16 16:41:33 UTC 2031 followers, 15.4K engagements

".@charlottesweb TSX: $CWEB #OTCQX: $CWBHF XXXXX% @ close on X Dec after CBD Consumer Science and Policy Experts joined ONE HEMP coalition in Washington DC on X Dec to meet w/ Congress members on Capitol Hill to urge the opening of a pathway for a safe standardized CBD ind. Global #CBD (Cannabidiol) mkt exp. @ US$6.17bn by 2023E. Read our #ACFResearch"
@ACFER01 on X 2023-12-11 15:40:26 UTC 2035 followers, XXX engagements

"#ACFMarketWrap 📉 Markets cautious ahead of Fed rate decision & assessing prospects of a RU-UA ceasefire.📈 Oil stocks gain: $SHEL +1.8% $BP +0.8%. Top movers: $MRO.L $INF.L $JD.L $KGF.L +2%. DE defense stocks🔻: $RHM.DE -X% $BNR.DE -2%. Autos slide: $VOW3.DE $BMW.DE $MBG.DE $DTG.DE -XXX% to -2.5%. $CBK.DE -3%. Gold steady $3030/toz. Nasdaq +0.73% FTSE flat WTI $XXXX. BoE rate decision in focus. #ACFView"
@ACFER01 on X 2025-03-19 17:45:43 UTC 2032 followers, XXX engagements

"#ACFMormingMeeting US bear market talk begins stand above the parapet. Opens $STOXX $FTSE -ve $GDAXI $FCHI $FTMC $FTAI +ve. US closes -ve $IXIC -X% but US ftrs +ve. Stock Watch $RDDT -XX% $HOOD -XX% $TSLA -XX% $DJT -XX% $PLTR -XX% $NVO -X% $NVDA -X% $AAPL -X% $GOOG -XXX% $META -X% $MSFT -XXX% $AMZN -2.4%. $PTGX +45% (psoriasis paradigm shift) $JNJ. $WTI slips more $XXXX bbl. Data priority US Jobs JOLTS #Australia bus confidence. @Share_Talk @LondonSouthEast @Mayhem4Markets"
@ACFER01 on X 2025-03-11 10:22:40 UTC 2034 followers, XXX engagements

"ACFMarketWrap: Earnings season heats up - $VZ X% after beating on both earnings + revenue & hiking its FY outlook. Focus now turns to key results from $GOOG (+1.91%) $TSLA (-0.32%) $IBM (+0.64%) $TMUS (+2.8%) and $KO (+0.69%). $MSFT flat after flagging active attacks on its systems. NASDAQ +0.75% FTSE XXX +0.13% $WTI $67.07/bbl Gold @ $3400 toz - on tariff jitters. Next in focus: Fed Chair Powell Speech. ACFView @WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it"
@ACFER01 on X 2025-07-21 16:24:39 UTC 2032 followers, 1961 engagements

"ACFMorningMeeting - After the highs - come the tax bill passing lows. US markets outdid themselves yesterday & $NVDA set a new AT MCAP record for a stock @$3.92trn. $FSLR +8% on 'Big Bill' solar 'relief' rally. $TSLA $INTC $HOOD in focus. Opens + Futures - EU/UK open -ve $STOXX $FTSE $FTAI. US ftrs -ve $DJI $GSPC $IXIC. Stock Watch - $BMNR +130% (Treasury bet + Tom Lee) $RGC +122% (expect investigation). $MSFT (job cuts) Commods - $WTI edges up a dollar @$66.8 bbl. Gold holds $XXX t/oz. Cocoa $CC=F $8100 MT. Data dig - Japan household spending German factory orders + French industrial"
@ACFER01 on X 2025-07-04 08:43:07 UTC 2036 followers, 41.5K engagements

"#ACFMorningMeeting brace brace brace.'iLiberation day' is here as is a rush to relative safe haven assets and markets. US closed +ve $GSPC $IXIC $SPX $RUT US ftrs -ve. Opens EU/UK -ve $STOXX -0.7%. Stock Watch - $WTF +396% (IPO -XX% in grey trade) $CRWV +42% (recent IPO) $SVITZR.CO +31% $RIVN $HIMS $RBLX $TSLA $META $ADMA $GE. Commods $WTI $71bbl #GOLD #Goldrate ftrs $3164 t/oz. Data note - what else but US Trump reciprocal tariff plan details #ACFView @Share_Talk @LondonSouthEast @Mayhem4Markets"
@ACFER01 on X 2025-04-02 09:13:17 UTC 2032 followers, XXX engagements

"#AsiaFIN - 🚀 #Fintech at an inflection point - $ASFH is transforming from a regional ASEAN leader into possible global fintech powerhouse. Read our update note #ACFResearch $WKL #payments #RegTec #patents #IP #ESG #AsiaFINHoldingsCorp @AsiaFinance @kckcwong"
@ACFER01 on X 2025-03-10 13:42:31 UTC 2032 followers, 7222 engagements

"📊 $MAST.L trades at an attractive discount to some private peers (0.30.8m/MW). Capacity Market visibility + rollout template = attractive NAV upside. Read more in ACFResearch note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power"
@ACFER01 on X 2025-07-19 09:39:00 UTC 2034 followers, XXX engagements

"#ACFMorningMeeting Top Spots - earnings focus $MSFT $AAPLE $AMZN $META $TSLA & macro data. Opens - UK/EU +ve $STOXX $GDAXI $FCHI $FTSE $FTMC $FTAI US ftrs -ve $DJI $SPX $IXIC. Stock Watch - $SMMT -XX% in rey trade +6%. $WW +168% +27% grey $BBAI +21% $ROO.L +16% $RIVN +4.4% $TKA.DE (Defense) +4% $SPOT +2%. $HWM $HOOD $WGS. Commods - $WTI holds around $63bbl. #GoldPrice softens on China/US trade reappraisal ftrs$3300 t/oz. Data dig - #Spain jobs #France unemployment UK distributive trades US Dallas Fed manufac sentiment #ACFView @Share_Talk @LondonSouthEast @Mayhem4Markets @stockmark_it"
@ACFER01 on X 2025-04-28 08:30:13 UTC 2032 followers, 1334 engagements

"#ACFMorningMeeting Blink you missed it - $TSLA floats new CEO balloon then pops it after stock falls 3.4%. $MSFT +8% in grey trade on cloud consumption. Opens EU/UK mixed $STOXX +0.5% $FTSE -XXX% $FTAI +0.2%. US ftrs +ve $DJI +0.5% $SPX +1% $IXIC +1.5%. Stock Watch - $SCMI -XX% $GN.CO -X% $AMD +1.3% +2.5% grey. $PLTR $ARM $META (+6% grey EPS & guidance). $HOOD $ODD +30% $WING +14.5%. Commods - $WTI $CL=F slide paces up $XXXX bbl. #GoldPrice #GOLD $GC=F. #Cocoa $CC=F softens $8885/mt. Data notes - #japanese BoJ rate decision = hold @ XXX% & consumer confidence miss (forward indicator). US"
@ACFER01 on X 2025-05-01 08:40:40 UTC 2036 followers, XXX engagements

"#ACFMarketWrap: US stocks on red as reading of US Services data fuel speculation that FED will keep interest rates higher for longer. NASDAQ1.14% S&P5000.70% DOWJONES0.51% FTSE0.11% $NXGN XX% on $1.61bln buyout #WTI XXXX% or $XX #Gold XXXX% #Copper XXXX% Data to consider: #GB Halifax House Price Index Aug #ACFView"
@ACFER01 on X 2023-09-06 15:04:33 UTC 2034 followers, XXX engagements

"ACFMorningMeeting - Tariff war picks up momentum - EU retaliates China posts record exports. US ftrs decline ahead of CPI. Trending $NVDA $TSLA Opens - EU -ve $STOXX -XXX% UK +ve(ish) $FTSE +0.2% $FTAI 0.3%. US ftrs -XXX% $DJI $GSPC $IXIC. Stock Watch - $LION +20% $SOUN -X% $JPM $NFLX $NVDA $TSM Commods - $WTI $69bblGold $3368 Cocoa $CC=F $8177 MT. Data to Dissect - China/Chinese BoT Exports Imports. @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @stockmark_it"
@ACFER01 on X 2025-07-14 08:46:02 UTC 2032 followers, XXX engagements

"ACFMorningMeeting 'Will I won't I'.yesterday I won't' - POTUS entertains market like it's a child in a playpen - Fed chair keeps job markets soar Asia follows. $TSLA +3.5% $META -X% (multi billions on AI). Trending - $GME $NVDA $RDDT $GOOGL $TTD $RUN $MP UK/EU opens - $STOXX +0.7% $FTSE +0.4% $FTAI -XXXX% :(. US ftrs $DJI -ve $GSPC $IXIC +ve. Stock Watch - $MAST.L +28% (+12% @open) $SOUN +4.3% $ARM +4.6%. $SRM +54% (turns from toys to crypto to become Tron Inc. Commods - $WTI stable at $66bbl Gold treads water @$3331 t/oz. Cocoa crashes $CC=F $7639 MT Data to digest - UK unemployment USA"
@ACFER01 on X 2025-07-17 08:40:45 UTC 2035 followers, 42K engagements