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@LordPos3idon "@ZanJacquRef Oil has kicked my ass over the years so many times but I love trading it 😂. Hopefully I have the geopolitical edge to trade it now but oil will make a fool out of everyone"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-22 07:04:44 UTC XXX followers, XX engagements

"$BRENT $WTI This is going to hurt some oil guys feelings but because deep down they know it is true. THERE IS ABSOLUTELY ZERO ZERO Mark Baum voice ZERO signal from crude stockpiles. It is telling you nothing about the fundamentals and will make you lose money as Im sure all you oil traders know already which is why my comment may brother you. Dont conflate ideas with your identity discard what doesnt work and adapt or die. Death by 1000 cuts still means you die. If you dont understand Geopolitics you have no fucking shot trading oil. Thats just a fact as has been shown these last few years."
@LordPos3idon Avatar @LordPos3idon on X 2025-07-09 23:26:37 UTC XXX followers, 1125 engagements

"$DXY Long Season $USDJPY $EURUSD They dont think that the Admin is competent theyre excited about $BTC but dont see that its fate is now tied to the US DOLLAR. Headlines headlines but they are not looking at the facts happening on the ground. The global order is reconfiguring not because the RoW wants to (please give us Dollar Swap Lines) but b/c the US is making it happen. These neomercantalist policies that are sprouting across the world are happening as a reaction to Trump admin XXX. Targeting China hard in 2018 thru Huawei was the opening salvo. The US is recreating not just its financial"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-13 06:41:12 UTC XXX followers, XXX engagements

"$KWEB $BABA $SMCI $BIDU $TECHY $SPX $NQ A lot of froth & euphoria in the market but there are corners that look CHEAP Ok SMCI is a short squeeze name and has been up big this year but you get the overall point smart ass Chinaaaaaaaaaaa They got that Tech they got tech for their tech if that makes sense (it doesnt but its provocative) they arguably have better tech & software than the US yet their tech stocks are trading at a FRACTION OF OURS. Elons wet dream is to have a super app like Tencent or Wechat. An all in one powerhouse app not littered with banner ads delivering efficiency and"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 02:03:25 UTC XXX followers, XXX engagements

"$SPX $VIX Probably nothing. I got XX% cash atm after having a great year. Ya see the stocks and ripple I was pumping. But I am sitting back and chilling right here. Nothing like having a big cash position after having a great year. I got all the optionality from here. Still see a momo meltdown coming. Thats when Ill buy my Mag7 faves and go hard into China stocks. Im in the minority on macro calls but crushed it with the port so well see what happens. Waiting for a momo meltdown Buying the dip Final blowoff top led by Mag7 Mag7 is about to run Quality Junk/meme/retail Deflation manifesting"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-21 19:55:09 UTC XXX followers, XXX engagements

"$SPX $NQ $DXY $EURUSD $USDJPY $TLT $GDX $GC $GLD $KWEB $SMCI $BABA Sooooooo like the 2015/16 period. Anybody remember a big event that shook markets around that time Chinese Yuan devaluation August XX 2015. Market never saw it coming they didnt even understand what was happening. BOJ goes NEGATIVE interest rates for the first time in January 2016. X months after China devalues. Whats interesting about Chinas unpegging was that in that year the PBoC made a fundamental changes to how it managed its currency. Before the rate was set in an obscure fashion but in 2015 they allowed the currency to"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-12 23:29:18 UTC XXX followers, 3822 engagements

"$KWEB $SMCI $BABA $BIDU $TCEHY They tried to kill Huawei in 2018 made SMIC delist. 24/7 AI video generated news anchors. Facial recognition technology that the NSA wishes it had. Dont sleep on the dragon. China stocks are about to go parabolic soon their tech is unstoppable. Semiconductor ban was honestly too late China didnt even need those chips to do what it is doing. You dont hear much about their tech b/c they made that mistake in 2018. They showed their hand too early but theyll be smarter moving forward"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 03:09:58 UTC XXX followers, XXX engagements

"I think I need to get more China stocks asap. I dont think I can wait for the momo meltdown. Im getting a little antsyyyyyyyy Trade deal talks with Japan is a sign China gets that done and their markets will moon too Plus the PRESTI(XI)GE narrative should start hitting high gear as we move into the heart of August. Decisions decisions decisions I still think I got two weeks left to keep watching the market though but the China narrative might start waking up real soon. My Targaryen blood is letting me know that the time is approaching for Year of the"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 04:03:42 UTC XXX followers, XXX engagements

"$VIX $SPX $NQ $BTC Momo meltdown Dispersion unwind OPEX UNCLENCHING Yeah yeah Im not saying short or to sell but to be ready to buy the dip. Cash is not trash. Thats all Im preaching here"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 07:04:41 UTC XXX followers, XXX engagements

"$WBD Warner Brothers owns media content for mature older audiences and it is now coming for the younger demographic with Anime. Anime is low key the main reason $NFLX has been so hot. Bleach is one of the biggest animes ever and a movie for it is a game changer. They killed it with the Minecraft movie & they are gearing up more and more to dominate streaming. HBO has always and will always be a premium product that produces AWARD winning shows. Their IP is truly cream of the crop"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 02:33:13 UTC XXX followers, 4299 engagements

"Is this Tariff Inflation in the room with you right now Heres my boy Rick saying what I been saying but with much more elegance and class. If there was one dude I could shadow in finance (who is not one of the big boy HF legends) it would be this guy. Managing a myriad of different funds with different mandates seems maaaaaad fun. Plus I wanna see what that Aladdin is like. I saw one post of a guy who was banking on inflation saying if you strip out shelter 😂😂😂😂 Yeah lets strip out shelter the biggest component for consumer spending to get a read on inflation. Even though inflation"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 02:47:18 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $VIX Momo meltdown. Well see who has the last laugh. Who really manages the risk. Imagine having fat cash and a momentum unwind happens. THOSE ARE THE BEST DIPS TO BUY. One cause by a market that overheated but whose fundamentals still remain in tact. If I can catch this coming bottom and ride it for the final blownoff top I turn a great year in a stupendous one. If Im wrong and I miss out in say another XX% move in my underlying stocks lol Idc Im chilling on the year. Im smoking the market ytd returns and Im not competing against anybody but myself. You always have money in the"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-21 20:39:32 UTC XXX followers, XXX engagements

"$KWEB $BABA $SMCI $BIDU $TCEHY This is accelerating faster than I expected. Year of the Dragon is already here No ones long China. No one David Tepper bout to add another notch to his belt in terms of big calls panning out"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 07:13:29 UTC XXX followers, 1661 engagements

"$WBD $NFLX Favorite stock to tweet about cause Im just reposting content that I am going to be watching anyways. The product is ultimately shows and movies Thats a fun company to invest in and track. Its an art cause you need to know how the IP will resonate if it can be executed properly. Idk if anybody is messing with HBOs in terms of consistency in quality of production. & DC is starting to get hot if the next Batman delivers (it will) its over Invest in what you spend ya time and money on & man do I love shows and movies. I love HBOs IP out of any streaming service. Its personally not"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 18:02:40 UTC XXX followers, 2511 engagements

"$GOOG $AMZN $BABA $SMCI Nothing wrong with a momo meltdown correction after such a run right Things dont just go up. $VIX is providing some optionality here. I think cash is cool because I think after this potential sell off we will see sector rotation. So you could rotate profits into quality names. The Four Horsemen of the REPOCALPYSE above are my main ponies to ride this final blow off top. China is getting ready to fucking RUN. Like start your engines type run. If it starts moving Im just going to go heavy into it despite short term risk but Ima keep watching it"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-21 07:36:28 UTC XXX followers, XXX engagements

"Bro this is old as fuuuuuuck this news. But another instance showing how Russias Human Intelligence is elite"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-19 03:45:04 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $MSTR $DXY $TLT ZN ZB $USDJPY $EURUSD $GDX $GC $GLD $GOOG $AMZN $TSLA $NVDA $APPL $META $MSFT $WMT 😂😂😂 Been talking about this market being like 2019 for over a month. Been saying REPOCALYPSE is coming. Thats what we are seeing in global bond yields rising & RoW assets performing well it is not inflation induced but the effects of the final stages of the Global Carry Trade Squeeze. The final stage is a blownoff top in all US dollar denominated assets followed by REPOCALYPSE For a month Ive been banging the drum. Do you see why I may appear redundant despite me not agreeing"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-16 23:50:53 UTC XXX followers, XXX engagements

"$GDX $GC $GLD Short $TLT ZN ZB Long Been calling this for a month but Ill take it as being wrong despite both being at around the same price levels from when I started making my calls in early June. Early is wrong I know cause I traded these and got burned but ultimately Gold nor US bond yields have made new ATHs. I still maintain that by end of summer yields will be much lower along with gold prices. So traders can shit on me everybody else be patient. I do see risk for higher yields as the risk to oil is to the upside again for now. MOVE index is at its floor and Ive been expecting an"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-14 04:19:54 UTC XXX followers, 1068 engagements

"$SMCI $BIDU $BABA $TCEHY $KWEB Liquid Cooling is about to take off as these cloud centers scale into becoming mini cities. $AMZN just made the switch b/c they reached the point where it was more cost effective to do so. Everybody else will soon follow suit. Buuuuuut who do you think will provide the majority of liquid cooling for Chinese data centers A pick & shovel play that is actually still early. Liquid cooling is the future and it hasnt even really started yet. Its rallied a lot but all Im saying is keep your eye on it"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 06:09:50 UTC XXX followers, XXX engagements

"$NVDA $AMD Nvidia went all in in one type of architecture in a new emerging and evolving technology. Open source AI 3D Printing the rise of the sovereign individual we are moving towards a world of MODULARITY. AMD isnt boxing itself in with one type of technology it is becoming the Mystique of the IT tech stack it can be whoever you need it to be"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 22:36:01 UTC XXX followers, 1386 engagements

"Interesting company here you are right about autonomous driving. Was playing it thru Tesla but too annoying like Google as an AI play it has Waymo but not a pure AI Driving play. This AUR might be what I was looking for. I wanted direct Autonmous Driving exposure and this looks like a winner"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 21:06:34 UTC XXX followers, 2747 engagements

"$HG Copper is just up on tariff threats but Iron Ore is the true life blood of the global economy. One of those reflation signals along with the price of Lumber. I underestimated expectations surrounding the fiscal impulse and deficit. It was an instance where I analyzed the data and saw the end game but I failed to think about how investors would think about what is going on. You gotta always game theory the markets. its about what you see yeah but you also need to understand how people will see things. I need to work on that to get my timing better but Im still going to cover the longer"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-14 19:06:49 UTC XXX followers, XXX engagements

"Oil Nat Gas European Nat Gas TTF have all been down ytd. On the margins as well I think Chinese deflation is beginning to sweep through the globe. If it wasnt for tariffs copper would be down along with all other commodities. Chinese bond yields are lower than Japan which is insane. All this speaks to the state of the global economy being in deflation. Companies are also smarter with their orders from warehouses they have been keeping inventories at a net demand basis and they already pulled a lot of forward demand thru. Im not an economist by any means more of a macro guy but this is what I"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 07:42:36 UTC XXX followers, XXX engagements

"$SPX $NQ If you up this much and not raising cash then that is just poor risk management to me. You got to be prudent and raise cash when you dont need it. I feel exactly like this guy. Im not going on vacation and I love playing the game and maximizing returns but Im chilling with the cash I raised and returns I have earned this year. Now Ill just sit back and wait for a fat pitch"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-22 00:35:09 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $VIX $GDX $GC $GLD $TLT ZN ZB $DXY $EURUSD $USDJPY $BTC $MSTR $GOOG $AMZN $TSLA $NVDA $AAPL $META $MSFT (I actually think has no chance at AI or anything and think this company is dead in the grand scheme of time but then again arent we all) I raised cash and Im so ready to buy the fucking dip when it comes this thing is starting to crack. Dispersion/Momentum Unwind coming. I still hold that Jimmy Chanos and company were getting squeezed on the MSTR short leg and they tried to aggressively long BTC on the long leg to attempt balance out their losses. This was the impulse for BTC"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 17:13:25 UTC XXX followers, 1951 engagements

"$GDX $GC $GLD .SHORT. Gold bugs getting greedy. They had a crazy rally and arent taking profit. Not actualizing that PnL BIG MISTAKE But some people like taking the rollercoaster up just so they can feel that rush when it comes down"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 23:09:00 UTC XXX followers, XXX engagements

"$DXY $EURUSD $USDJPY It wasnt TARP or any of the other Alphabet soup measures that saved us in XX. It was $500B in swap lines. Yeaaaah but dedollarization Golddddddd Falling Empire Swap lines are nothing like QE. QE is just an asset swap which is why its effect on the velocity of money is poor and only causes asset price inflation. Michael Jordan played basketball retired and got a NBA team. LeBron has made more money than Jordan did during his career yet each day Brons hope of owning a team escapes him as the price tag for a team keeps skyrocketing. A nice sports example of who all that QE"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-12 22:26:28 UTC XXX followers, XXX engagements

"$NVDA $AMD The whole AI tech stack is getting COMMODITIZED Nvidia needs to keep acquiring new businesses to inflate demand to keep its GPUs from depreciating. This does sound a little Enron like but I dont play that short selling game and I would never short NVDA. But I think it just shows that they are vulnerable and that their massive market share can be penetrated by others. People got into NVDA because it was the picks and shovels play. But ummmmm you know picks and shovels are basically a COMMODITY I rather bet on the lagging picks and shovel plays. But here is the more philosophical"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 02:35:58 UTC XXX followers, XXX engagements

"$TLT $GDX $GC $GLD Early June is when I said short gold and long bonds. TLT hasnt done anything in over a month and gold is up 1/2% since I made my short call. Gold hasnt made a new all time high since April. Im on an island with my macro calls but you cant say Ive been wrong at all. Nothing has happened yet as we have been flat since I started banging the drum in early June. My stock selection and main crypto holding Ripple has been outstanding. So you cant lump me in with the doomers bears recession boys who cried wolf who have missed this rally. Im positioned just as your favorite bull was"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-21 20:20:03 UTC XXX followers, XXX engagements

"$WBD Im HYPEEEEED for this. The first Batman was so good. Robert Pattison can act man my generation hated him b/c he was vampire eye candy for girls in middle school and highschool. So all the bots naturally hated him but the man can ACT. He also killed in Tenet one of my favorite movies but one of Nolans most polarizing films. I blame covid and direct to streaming as being momentum killers for that film. Anyways. Saw Superman & it was really good. But Im a Synderverse guy (ONLY The Ultimate Edition and SYNDER CUT VERSIONS 😂) so it was hard for me but it was really good. DC is on the up and"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 02:59:10 UTC XXX followers, XXX engagements

"Basically what he is saying is $GDX $GC $GLD $EURUSD short. $TLT $DXY $USDJPY long $SPX $NQ $BTC longs A Global Carry Trade Squeeze that leads to all Global M2 getting gobbled up by Dollar the Galactus leading to a broad based US asset rally. But WTF do I know Dudes want me to stfu but Im saying all the same shit as these top accounts and same shit being published by respected people in the financial industry. In factttt Im saying it before all of them a lot of times thats not ego thats a fucking fact thats the good thing about keeping records of dates it leaves no room for lies my timeline"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 23:39:21 UTC XXX followers, 1347 engagements

"US admin is going to work all over the world huh Regime change in Iran. Ishiba goo goo goo goo goosbye And now Zelensky. So your geopolitical analyst still think Trump is an idiot on pulled back arms shipments on a whim Ohh I forgot but now were sending the weapons back Trump did that in order to put pressure on Ukraine to push them closer to making a DEAL. Russia bombed the shit out of Ukraine during that little arms impasse. Peace deal is coming soon in Ukraine. Anti corruption claims now against Zelensky and with protest You can find these tactics in the 1960 CIA color revolution playbook."
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 05:26:23 UTC XXX followers, XXX engagements

"You looking at AUD as a long or short. My stop got hit on Oil but going long again now. I got to remember that oil sells off at start of week only to rally as week progresses. Its been a pattern all year no coincidence all those attacks happened on weekend. But its looking great at this XX handles"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-22 23:17:32 UTC XXX followers, XX engagements

"$WBD Warner Brothers What if DC is about to go on a Marvel type run The Batman was a hit Penguin show was a hit Marvel is fucking trash now & $DIS has no clue how to utilize any of its IP. They caught lightening in a bottle by having Chris Evans Robert Downey Chris Hemsworth & Scarlett Johansen. I see a changing of the guard happening. And I loved the original marvel movies but I always loved DC more. Not to mention Harry Potter show coming soon & continued rollout of Game of Thrones content. I subscribe to that investment philosophy of investing in things you use all the time. People watch"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-13 20:28:50 UTC XXX followers, 2640 engagements

"$DXY $EURUSD $USDJPY $GDX $GC $GLD Russia gave the appearance that they dedollarized when it reality they just moved out of Treasuries and into US Dollar FX swaps. It shows the prominence of the US dollar in world trade. It is going to be hard to knock it off as the reserve currency with this current world order I saved this graph in May of 2022. I dont remember from where but probably ZH. I would really love an update on this. Hope some number crunchers would check if this still holds. Would be gut wrenching punch to the stomach for gold bugs if this data still checks out to date. If Russia"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 06:40:49 UTC XXX followers, XXX engagements

"$BTC $SPX $NQ $VIX $DXY UH OHHHH IN MY EYE 😂😂😂😂 Momo meltdown 👏 Momo meltdown 👏 Momo meltdown 👏 Momentum without resistance leads to disaster. This is negative momentum with no drift. Short squeezes arent healthy they lead to deleveraging. Chanos and company were getting squeezed and were the marginal buyers pushing up BTC. Ask yourself WHO THE FUCK WAS BUYING ETF inflows have no fucking predictability. What do you think these allocators are stupid Theyve been buying for months capital allocators of all kinds including corporates buying for months no real impact on price as a trade"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-15 19:50:22 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $VIX Looking like July of last year no Before the Momo unwind. Red line in first graph is from 2024. Meme stocks rallying but still well below Jan levels. Short squeeze stocks rallying but also not a new aths. And CALLS ARE XX% of total market volume highest since 2021 when the consumer was getting CASH FROM THE GOVERNMENT AND HAD STUDENT LOANS FORGIVEN AND SAVINGS RATE WAS SKY HIGH. And you think this economy is the same as 2021 The asset prices that you are tracking are telling you about the global carry squeeze and is telling you nothing about forecasting the economy or"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-21 22:42:24 UTC XXX followers, XXX engagements

"$DXY $USDJPY $EURUSD $USDCHF Dollar the Galactus is Hungry for all the Global M2 You can be on the opposite side of my theses but you gotta admit that nobody is making the counter arguments like me. Even if you disagree with me Im giving you high level Red Team drills to test your own hypothesis. Thats UNDERRATED. Youre used to getting confirmation bias through the echo chamber that X can be. I front ran so many themes that have emerged that I prepare you to act before anybody else by the time you see the news flow come out you wont be immobilized by cognitive dissonance. You would have"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-16 17:41:22 UTC XXX followers, XXX engagements

"Hes basically gonna do a reverse Solar City. Where Solar City was sucking and he acquired thru Tesla to save it. Now he will merge XAI with Tesla to save Tesla. Tesla just cant compete in EVs and dominate China is going to smoke them globally. Their only hope is FSD but good luck with that. This AI meta is all he has left to give this company juice. No EV tax credits is a death sentence everybody is overlooking. Why else did he throw a tantrum at Trump. He sacrificed all good will with Trump helped get him elected and has nothing NOTHING to show for it. Its a mega L for him and XAI is last"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-22 23:53:06 UTC XXX followers, XXX engagements

"$SPX $NQ $VIX $BTC Positioning for beta increased from 25%tile to $100%tile in X months fastest pace in XX years momentum factor at 99%tile high beta momentum has been showing crack since start of July and the tremors have steadily been increasing short interest in beta names is relative LOWS. Beta cant get squeezed higher by short covering where will the active flows come in for beta economic data starting to turn so growth wont be the impetus Who is the marginal buyer of beta out there that is left who can come in and bid beta at these stretched levels And I dont even like beta b/c Im an"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 05:53:43 UTC XXX followers, XXX engagements

"$TLT $DXY $USDJPY Japan is going to settle soon maybe a spike back up to XXX% on some geopolitical risk pricing into oil but by end of year yields will be dooooown. The signs are beginning to emerge. Crystallized beliefs take time to break. But once they do the ensuing price action is glorious. Keep your eyes on JGBs. The Fintwit sons of Cramer are all saying look out for Japan fiscal situation. All candidates seen as increasing fiscal but JGBs already priced this in. Post election will see a relief rally and event risk/hedging will be taken off. Classic Buy the Rumor Sell the News"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 06:52:24 UTC XXX followers, 1117 engagements

"$GC $GDX $GLD $SLV $USDJPY The gold top calls are slowing coming in from the bank research desks. Ive been saying that Silver & Platinum running hard is a sign that Gold is topping not a signal that Gold was going to continue breaking out. Global Carry Trade is what matters and how it works. Looking at asset prices for signaling can be misleading without understanding how the whole system truly operates. False dawns of reflations look just like actual green shoots of reflation thats the danger Also nailed the fucking Gopher/USDJPY long call. Its about to break the fuck out. I personally got"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 04:58:41 UTC XXX followers, XXX engagements

"$AMD $NVDA $APPL $MSFT Deepseek showed that you can use a lot of clever techniques to maximize existing chip performance. You read that first sentence accompanying computational and memory demands make both training and deployment expensive Deepseek didnt innovate any new techniques it just chose to implement the techniques that were being published in so many research papers that the big tech players were disregarding. This technique DOUBLED INFERENCING Which is what I have been saying. Add it to the list of titles and names I give to my thematic theses. 🚨🚨INFERENCING IS BECOMING🚨🚨"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 03:58:14 UTC XXX followers, 1265 engagements

"So tariffs arent being passed thru to consumers and margins actually EXPANDED Inflationistas are nitpicking by only looking at the goods number but disregarding that the transportation and warehousing number is down Companies post covid were forged in the crucible of fire in terms of dealing with supply chain disruptions. You think these companies are shocked by these tariffs compared to what they experienced after the reopening of the economy coming out of covid Pleaaaaaaaase The low transport and warehousing number shows that companies learned how to smartly stock up on goods and build up"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 06:24:33 UTC XXX followers, XXX engagements

"$VIX Tremors seem like tremors until the big one happens"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-21 23:10:40 UTC XXX followers, XXX engagements

"@RTNBA @ZachLowe_NBA Guys were saying the same about Devin Booker when he dropped XX. Nobody knows how to evaluate SHOOTING guards. You know guards whose job is to score. Cam is going to prove guys wrong this year"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 19:29:32 UTC XXX followers, 23.1K engagements

"Getting in $EURUSD Short & Long $TLT but thru ZB longs"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-14 22:59:06 UTC XXX followers, 1554 engagements

"$SPX $NQ Shorts $BABA $WBD $GOOG $AMZN $XRP -buy the dips Headline risk is to the downside. Oversupply of Options is pinning this market it is an illusory support level that vanishes the more and more we approach OPEX. $VIX-piration Wednesday CPI tomorrow Options expiration Friday. Catalyst heavy week stay ready. Tariffs areng going anywhere this is all about collecting revenue for the admin. Trump can do whatever he wants with SPX well above 6k and that is exactly what he is going to do. He already is doing it but market is pinned by options. Complacency is growing in this market & the flows"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-14 18:37:34 UTC XXX followers, 1515 engagements

"Interesting. Im not there with you. I just think all that global M2 is going to come into Dollar assets as dollar rises and we see one final blow off top. What weve just experience is not a blow off top but excess liquidity coming into work after people feared for WORLD WAR X. Keep thinking people forget about how bad psychology and sentiment was in June. Blow off top is still to come as dollar gets bid. Check out 2019 DXY BONDS STOCKS AND BTC were all rallying together. Then Covid sell off hit but O think stock markets were going to sell off even without covid obviously it wouldnt have been"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 20:09:54 UTC XXX followers, XXX engagements

"$KWEB $BABA $SMCI $TCEHY $BIDU $SPX $DXY $USDJPY $EURUSD YEAR OF THE DRAGON COMING And they have no idea why. But soon my magic trick will be revealed Omg US is so stupid for giving chips to China what an L for Trump China REEs ban was SO POWERFUL dude. Like no dude seriously China doesnt even need Nukes or an Army or a Navy they just have to Ban REEs and they can cripple the US 😂😂😂😂😂😂😂😂😂😂 omg this guys always repeating himself despite his thesis being a complete fucking global game changer uhhhh just shut up😡🤬😡🤬 yeah sorry that I think that more than my XXX followers (and I got"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-16 05:13:42 UTC XXX followers, 1708 engagements

"Dude nailed it in the first paragraph. All the fintwit influencers who pump the meme stocks instantly flashed in my mind. Market is a fucking casino man. Of course if you know what you doing it isnt. But too many young men are getting duped and losing their minds to this degen gambling culture. I get why they do it economy is tough out there but it is still disheartening to see. The other problem is people who are selling garbage data that looks nice with flashy colors that gets peoples dopamine firing but that is really just vaporware"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-22 23:59:29 UTC XXX followers, XXX engagements

"$NKE $RHP $TSLA $IPO were sold my timeline has all my timestamps and moves. But I had X ( $AMD $SMCI) of the stocks that saw most retail inflows this year and as we know retail has been dominating this post covid market its all about the flows baby While $ACHR & $BABA are apart of Goldmans top retail long call plays. Notice how $XYZ is there too which I have mentioned as having monster potential but Im personally playing the Genius Act payments meta thru $XRP as I think Ripples upside is much greater that Blocks upside but if your not a crypto guy XYZ is for you. So seeing this data is sweet"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-09 23:50:04 UTC XXX followers, XXX engagements

"One of the best tacital battles all around and it looked amazing. Deidara always had elite fights. Him vs Gaara is UNDERRATEDDDDDDD. Deidara in general is underrated he is the ultimate tactician and faced ELITE opps. One of the smartest ninjas in the show. Chidori Senbin from Sasuke was crazy. Sasuke iq on this was crazyyyyyyy. Stop saying plot armor literacy rates are crashing in the US ya dont know what plot armor means. Battle is one of the best on the show. Top XX easy"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 07:40:50 UTC XXX followers, 2743 engagements

"$BTC $XRP $XYZ $PYPL $XLF Memes arent memeing and NFTs are not doing shit. No alt explosion Defi has been comatose for years now. Stablecoins will offer incredible never before experienced exogenous flows from Tradfi but it aint this year. Alts need Defi space to be active to lift all boats or youll just keep getting random idiosyncratic sectors that get hot for a month or two. This crypto bull is all about the Majors. Im betting on Ripple b/c its basically the only crypto that will be a bank (potentially but most likely Ripple has been one of THEE MOST SUCCESSFUL lobbyist with regard to"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-14 18:50:04 UTC XXX followers, 1174 engagements

"@nope_its_lily Naaaah he did the same with Meta. Hes a ceo founder with a money making machine. He can spend like this with no consequences. These guys pockets are on a different level"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 21:32:47 UTC XXX followers, 1716 engagements

"Man I wish it was easier to invest in Chinese stocks. Chinese Biotech is fucking it man. These companies are going to go ape shit crazy. Chinese tech is sooooo undervalued. I clowned David Tepper before but I was wrong (I thought he was just pumping to then dump but he is a long term hodler so respect) he is going to become even more legendary by end of 2020s. Regardless biotech as theme is about to go crazy. Thats really where Cintrini needs to be focusing on"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 04:07:29 UTC XXX followers, XXX engagements

"$BABA $SMCI $KWEB $BIDU $TCEHY You dont own any and even if you buy you wont own enough Year of the"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 21:03:18 UTC XXX followers, XXX engagements

"$GOOG $NVDA $AMZN $AAPL $TSLA $MSFT $META buy the effing dip $CRCL $PLTR $HOOD take ya profits and rotate AGGRESSIVELY Is that. Wooooow Oh mah gawwwwd So no more forward demand guys We pulled in so much forward demand that were about to go backwards. Go figure What about if we unleash buy now pay later loans for the consumer We did that already We CDO square it 🤔🤫😈 Student loan forgiveness Did that bro and aint coming back with Big Orange Hiring more We at fuel employment bro Housing They cant afford it dawg Uhhhhhhh gig jobs Thats how they been surviving bro since 2020 ARTIFICIAL"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-21 04:52:30 UTC XXX followers, XXX engagements

"$SPX $VIX Market has handled the momentum sell off well but again the oversupply of options is keeping markets pinned. A lot of catalyst coming on this week of OPEX so lets see what happens. Popular Short Squeeze names and $RTY have to start showing signs of weakness this week to confirm coming mini correction. Its all about spotting Volatility up Spot down behavior in this market since the opposite Spot up Vol. down has been in play during this V shape recovery rally. These are the three reversal signs to look out for to confirm whether this momentum unwinding is going to have broader market"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-13 20:16:42 UTC XXX followers, XXX engagements

"$TLT $DXY Consumer loans and auto loans and bnpl doordash and you think the consumer is healthy You think high housing prices are a signal of a strong consumer WHEN MOST YOUNG PEOPLE DONT OWN A HOME LOL The K-shape economy is giving deflationist and inflationistas the perfect Rorschach test. Both have good data and arguments for their cases but ultimately deflation is going to win. Funding trouble leads to high yields which looks like it is signaling inflation but it is not sorry. Pattern recognition is not reasoning. Ive been long risk assets all year and especially during June bottom I was"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-20 21:46:01 UTC XXX followers, XXX engagements

"$HYG $TLT Well see how long the credit market keeps signaling that inflation is coming. Market is worried about deficit growth I mean look at that fiscal package Germany unleashed early in the year market is so worried about inflation that ITALIAN BOND SPREADS TO GERMAN BONDS ARE AT LOWS. When market was worried about inflation in 2022 what did HYG do uhhh it tanked were rallying now despite inflation expectations being greater than 2022 which is again LOL. This is about a global carry squeeze funding trouble and not about fiscal and not about inflation. Those are narratives not facts. That"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-21 23:04:41 UTC XXX followers, XXX engagements

"You know I love me some Ripple 😂. Yeah Ripple has a bad rep but the institutionalization is real Most degens I know dont look at ripple though at all. I think it gets hate b/c its not really considered an actual crypto coin just crypto adjacent and has never been embraced by the crypto purist. And then the tradfi guys pure banking guys hate it b/c they think it is a flimsy crypto with no real utility that cant compete. Its the one coin that might be equally hated by both sides lol. So Ripple to the moon 😂 but his wider point stands. Too many fintwit guys pumping junk names after monster"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 01:05:19 UTC XXX followers, XX engagements

"$XYZ $PYPL $XRP $BTC 6/30 was when I posted my spidey sense were tingling on block and paypal. I fucking told ya lmfaoo. I also told ya Ripple was the better play but idk man all I do is repeat myself write fluff & am seemingly obnoxious 😂😂😂😂😂😂😂 Yet Im out here giving alpha for free 🤷♂🤷♀🤷🤷♀🤷♂🤷🤷♀🤷♂"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 21:58:40 UTC XXX followers, XXX engagements

"$DXY They just moved it around state banks are doing what SAFE used to do. They got accounts in Belgium Luxembourg Caymans. This is just confirmation bias. Anybody who really wants to see Chinas dollar holding would have to do some serious work. Even Brad Sester or Michael Pettis who live this China shit would have trouble telling you where China has moved its dollars. Yeah it might not be in as much treasuries right now but they still are very very very much married to the dollar. Its been one of the most successful shotgun marriages in history"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-21 06:04:23 UTC XXX followers, XXX engagements

"@SantiagoAuFund The real king of the North"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 03:52:01 UTC XXX followers, XX engagements

"$DXY $SPX $NQ $TLT $GDX $GLD $GC $BTC $EURUSD $USDJPY $GOOG $XRP Global Carry Trade Squeeze Dollar the Galactus is Hungry for Global M2 💵💶💷💴💴💷💶💵💵💶💷💴💴💷 Mag X Season 2018-2019 Redux -gold short bonds long stocks long crypto long dollar long Before. REPOCALYPSE XXX Do you think thats air youre breathing"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-19 19:27:02 UTC XXX followers, XXX engagements

"$AMD $NVDA $SMIC I wonder who has been talking about how Nvidias H20 chips are known for their INFERENCING And how Deepseek changed the game and showed that it is all about INFERENCING And how INFERENCING IS BECOMING COMMODITIZED I post a lot and write a lot about a lot of different things I may have moments of delusions of grandeur ass clownery & pure fuck boy Tom Foolery But in totality Im a pretty interesting reaaaaaad 😂😂😂😂 Buy the pull back in the Semis. AMD & SMCI are my top semi investments. But dont chase from here just wait for the dip to buy my boys & gals"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-19 00:46:39 UTC XXX followers, XXX engagements