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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 2033 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 2035 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 2034 followers, XXX engagements

"$MAST.L taps into the UKs Capacity Market with Pyebridge securing a possible 15-year deal soon. T-4 auctions offer future upside as MAST eyes longer CM contracts. Read more in ACFResearch note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power"
@ACFER01 on X 2025-07-23 08:26:00 UTC 2033 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 2033 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 2035 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 2034 followers, 46.5K engagements

"ACFMorningMeeting Trump Japan deal at XX% tariffs comes with a bizarre fund in which it initially appears as if Japan gives $550bn to Donald Trump to direct into US investments at his direction. Trending $META $TSLA $NVDA $AAPL $GME Opens EU/UK +ve. $STOXX $FTSE $FTAI US ftrs +ve. Stock Watch - $TM +5% (Japan tariff deal) $TXN $GEV $BKNG $T $GOOGL $CRCL $FFAI +43% $DNUT +27% $DHI 17%. Commods - $WTI $XX Gold $3430 t/oz Cocoa Coco $CC=F $8100 MT. Data to digest US home sales. ACFView @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast"
@ACFER01 on X 2025-07-23 09:23:08 UTC 2033 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 2034 followers, 13.6K 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 2034 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, 2921 engagements

"#ACFMarketWrap. Markets swing on BoE cut & UK-US trade deal twist. BoE trims rate to XXXX% but talks tough. New deal keeps XX% US tariffs on UK goods delays agri access. FTSE XXX -0.42%. $AAF -X% $CNA -X% on weak updates. $IMI $MNDI +4%+ $NXT +1% on sales/guidance beat. $NASDAQ +0.62%. Megacaps: $AAPL +1.6% $MSFT +2.22% $NVDA +0.92% $AMZN +2.17% $META +1.68% $GOOG +2.43% $TSLA +4.59%. WTI $59.63/bbl. CN Apr imports next. #ACFView"
@ACFER01 on X 2025-05-08 16:25:32 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 2034 followers, 34.9K 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 2034 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 2034 followers, 15.4K engagements

"ACFMarketWrap: Sentiment boosted by trade optimism after President Trump unveiled a deal w/ JP slashing tariffs to XX% and unlocking $550bn in US investments. A Philippines pact also landed & hopes rising for an EU deal. $TXN (-12%) on weak guidance $T flat despite solid earnings $NVDA (+1.43%). $GOOG (-0.77%) $TSLA (0.49%) $TMUS (-0.77%) $IBM (+1.3%) set to report. US Existing Home Sales missed @ 3.93m vs 4.01m est. NASDAQ flat FTSE XXX +0.49% $WTI $64.95/bbl. Next in focus: DE GfK Consumer Confidence Aug. ACFView @WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir"
@ACFER01 on X 2025-07-23 15:25:33 UTC 2033 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 2033 followers, 2143 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 2031 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 2033 followers, XXX engagements

"ACFMarketWrap: Trade tensions heat up - EU mulls sweeping countermeasures as Trumps XX% tariff threat looms. The White House hinted at more tariffs or last-minute deals before X Aug deadline. Earnings mxd: $KO -XXX% (beat) $PM -XXX% (miss) $LMT -XXX% $GM -XXX% (tariff warning) $DHR +2.6% (beat). NASDAQ -XXXX% FTSE XXX flat $WTI $66.23/bbl Gold climbed further to $3427 toz. Next in focus: US API Crude Oil Stock Change & BoJ Uchida Speech. ACFView @WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @CityAM @Mayhem4Markets"
@ACFER01 on X 2025-07-22 16:04:48 UTC 2033 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 2034 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 2033 followers, 42K engagements