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@ACFER01 Avatar @ACFER01 ACF Equity Research

ACF Equity Research posts on X about investment, $nvda, $ixic, $dji the most. They currently have XXXXX followers and 1817 posts still getting attention that total XXX engagements in the last XX hours.

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Social category influence finance stocks technology brands cryptocurrencies countries automotive brands luxury brands exchanges fashion brands

Social topic influence investment, $nvda #1663, $ixic #6, $dji #28, dji #771, china #4502, $crdal, $jmatl, $vctl #1, $cusaf #1

Top assets mentioned NVIDIA Corp. (NVDA) Doge Jones Industrial Average (DJI) Linde PLC (LIN) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Advanced Micro Devices (AMD) Ferrari N.V. (RACE) MyShell Token (SHELL) Oracle Corporation (ORCL) Tesla, Inc. (TSLA) Metadium (META) SoundHound AI, Inc. Class A Common Stock (SOUN) Mobileye Global Inc. Class A Common Stock (MBLY) Barrick Gold Corp. (GOLD) Wheaton Precious Metals Corp. Common Stock (WPM) Franco-Nevada Corporation (FNV) Newmont Corporation (NEM) Agnico Eagle Mines Ltd. (AEM) Exxon Mobil (XOM) Copiosa Coin (COP2) Schlumberger NV (SLB) Convex Finance (CVX) EOG Resources Inc (EOG) BHP Group Limited (BHP) Realio Network (RIO) Southern Copper Corporation (SCCO) Verizon Communications Inc. (VZ) PayPal Holdings Inc (PYPL) Apple, Inc. (AAPL) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) CoreWeave, Inc. (CRWV) Broadcom, Inc. (AVGO)

Top Social Posts #

Top posts by engagements in the last XX hours

"#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"
X Link @ACFER01 2025-06-26T16:41Z 2083 followers, XXX engagements

"ACFMarketWrap: Markets looked past renewed USChina trade friction after Washington threatened steeper tariffs over Beijings rare earth curbs and Trump struck a conciliatory tone saying the China situation will all be fine. Attention now turns to the kick-off of earnings season with major US banks set to report this week. Meanwhile the federal government shutdown entered its third week delaying key data releases. Megacaps led the rebound: $NVDA +3.04% $MSFT +0.55% $AAPL +1.47% $AMZN +1.79% $META +1.1% $GOOG +2.52% $AVGO +3.4% $TSLA +3.23%. NASDAQ +2.17% FTSE100 +0.16% $WTI $59.5/bbl. Next: UK"
X Link @ACFER01 2025-10-13T16:42Z 2082 followers, XXX engagements

"A bag of lovely fizzy sweets - stock list below $AVCT $PLSR $NFX and so on and so forth (unless you got the disappointing mushroom in there 0.00%)"
X Link @ACFER01 2025-10-03T09:04Z 2082 followers, XXX engagements

"Speciality Chemicals - Itaconic Acid (IA). ITX.L shows IA polymers are versatile (brand usage). $CRDA.L $JMAT.L $VCT.L $CUSA.F @ItaconixPLC Large cap specialty chemicals $LIN $AI.PA $4063.T #ShinEtsu Read our #ACFResearch Core Investment Case"
X Link @ACFER01 2024-05-10T13:28Z 2082 followers, XXX engagements

"Strong implied call here on Gold price from @TaviCosta - along the lines of 'you ain't seen nothing yet'. Let's see. Gold futures are not X% past our YE25 target of $4000 t/oz. Other ways and plays include equities $NEM $AEM $GOLD $WPM $fNV"
X Link @ACFER01 2025-10-15T10:05Z 2084 followers, XXX engagements

"Oil prices are trending down due to both US and China trade tensions that might lead to softer global growth and so oil demand and reduced mid East tensions post Israel / Hamas 'resolution' i.e supply side risk. $BP.L $EQNR (formally Statoil) $USO $BNO $CRUD $DBO $BRNT $XOM $CVX $SHEL.L $TTE $COP $EOG $SLB"
X Link @ACFER01 2025-10-15T09:10Z 2084 followers, XXX engagements

"$EMP.AX @EclipseMetals dual listing Nasdaq strategy + Greenland is attractive to us Greenland is poorly understood by investors in general but quite a lot has changed in the last few years - this can serve as a useful briefing $AMRQ $PNRL $GROC $ANOR.V $BHP $RIO $SCCO $CSUAY & POTUS"
X Link @ACFER01 2025-10-15T09:43Z 2084 followers, XX engagements

"ACFMarketWrap: AI power plays stole the spotlight. $AMD XX% after sealing a multi-year deal for OpenAI to deploy 6GW of its GPUs plus a warrant for 160m sharesfueling a fresh wave of AI optimism. Tech led gains while real estate lagged. $VZ XXX% after naming former $PYPL CEO Dan Schulman as its new chief executive. In Europe markets stumbled as French PM Lecornu resigned just weeks into office amid backlash over budget cuts. French banks and insurers tumbled under OAT pressure$BNP -XXX% $AXA -2.5%while luxury names like $MC.PA $RMS.PA and $EL.PA 2%. AI-linked stocks rallied with $ASML and"
X Link @ACFER01 2025-10-06T16:44Z 2080 followers, 1160 engagements

"ACFMorningMeeting - $NVDA expect +2% today but treading water over the month - Signals pointing to AI market bubble difficult to ignore. E.g. Cash holdings at portfolio managers fall below X% across the market signals peak risk appetite. BoFA's Global Fund Manager survey from Tuesday points to that. POTUS says China not buying US soybeans is "economically hostile act" - a lot for US monoculture farmers stand to go bust. Opening trade - $FTSE -ve $FTAI $STOXX +ve. US ftrs +ve $DJI $GSPC $IXIC. Stock Watch $NVDA $SOUN +8.99% expect another XXX% today. $WMT (AI deal) $ALAB. $NOVA +110% -X% in"
X Link @ACFER01 2025-10-15T08:44Z 2084 followers, XXX engagements

"ACFMarketWrap: Markets brushed off shutdown worries as traders shifted focus to FOMC minutes for clues on the Feds next move. $TSLA +0.56% after -XXXX% pre-markets buoyed by demand for its new sub-$40k Model X and Y. $AMD +5.66% extending its rally while $ORCL (+1.3%) stayed under pressure after back-to-back declines. Megacaps mixed: $NVDA +1.82% $MSFT +0.1% $AMZN +1.35% $META XXXX% $AAPL +0.67% $GOOG -0.53%. NASDAQ +0.81% FTSE100 +0.69% $WTI $62.79/bbl Gold $4056.96/toz. Next: US FOMC Minutes. ACFview @WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets"
X Link @ACFER01 2025-10-08T16:59Z 2081 followers, XXX engagements

"ACFMorning Meeting - $NVDA $OPAI.PVT $CRWV $XAAI.PVT $ORCL $AVGO - AI self investment adds evidence to AI bubble concerns - all gets a bit circular is the concern. There is a sense of increasing investment opacity creation - The fear - who holds the actual baby - rises. Opens UK/EU opens -ve $FTSE $FTAI $STOXX. US mixed $IXIC $DJI -ve. Stock Watch - Mag7s $TSLA +5.4%. Our AI bubble stocks model portfolio 'most fun' $SOUN +10% -XXX% in grey trade; $ARM +11% +3.5% in grey. Commods - $WTI down @$58 bbl. GOLD futures $4156 t/oz. Gold spot $4139 t/oz. Data to focus on - UK unemployment Germany ZEW"
X Link @ACFER01 2025-10-14T09:38Z 2084 followers, XXX engagements

"$FMET.L $PNT.AX - The tailings briefing below amongst other things references gallium gold leach kinetics First Quantum $FM.TO and Bechtel (a reference which brings some of our team right back to their Eurotunnel construction days) Unexpected but pleasing was the internal comment"
X Link @ACFER01 2025-09-19T09:12Z 2084 followers, XXX engagements

"Short scape - Luxury goods are not all suffering but Gucci revenue dominated Kering $KER.PA has been the subject of recent shorting campaigns - are the criminals making money both ways - shorting the stock and soliciting the company"
X Link @ACFER01 2025-09-16T09:09Z 2081 followers, XXX engagements

"Speciality Chemicals - Itaconic Acid (IA) IA sustainability advantages vs. petro-based formulae. $ITX.L $CRDA.L $JMAT.L $VCT.L $CUSA.F @ItaconixPLC Large cap specialty chemicals $LIN $AI.PA $4063.T #ShinEtsu Read our #ACFResearch Core Investment Case"
X Link @ACFER01 2024-05-07T10:17Z 2082 followers, XXX engagements

"Friday Fundamentals @Share_Talk @ZaksTradersCafe (technical timing) below - Our favourited Friday fundamental for $PLSR (execution partner in place for that Topaz landmark discovery) $KEFI (largely funded Saudi copper optionality) $BRES ( see our $BRES.L briefing ) $ECR (Creswick JV)"
X Link @ACFER01 2025-10-03T08:53Z 2084 followers, 1072 engagements

"ACFMarketWrap: Early optimism around USChina trade faded quickly as both nations imposed new port fees on each others shipments reviving fears of a broader trade escalation. Tensions deepened as China sanctioned five US subsidiaries of South Koreas Hanwha Ocean. On the earnings front $JPM -XXXX% despite reporting higher-than-expected credit loss provisions at $3.4bn. $BLK +1.11% as it beat both earnings and revs estm. while $GS XXXX% after its own rev. beat. $JNJ little changed after a solid earnings beat and news it will spin off its orthopaedics unit. $WFC outperformed XXX% on stronger"
X Link @ACFER01 2025-10-14T15:41Z 2084 followers, XXX engagements

"Speciality Chemicals - Itaconic Acid (IA) ITX.L 4-yr CAGR of XXXX% to YE22A. $CRDA.L $JMAT.L $VCT.L $CUSA.F @ItaconixPLC. Large-cap spec chems $LIN $AI.PA $4063.T #ShinEtsu Read our #ACFResearch Core Investment Case"
X Link @ACFER01 2024-05-09T12:16Z 2082 followers, XXX engagements

"ACFMorningMeeting $NVDA $XXX trn $X trn coming $ARM - Softbank looking for another US$5bn for AI is rumoured to be negotiating a further $5bn margin loan against its ARM stock holding bringing the total of $ARM underpinned margin loans to $18.5bn - to invest in AI. Opens UK $FTSE $FTAI -ve EU $STOXX $PTL +ve. US ftrs flat to +ve $DJI $GSPC $IXIC. Stock Watch - Lux brand Ferrari $RACE -XX% (poor outlook); $SERV +28% (DoorDash $DASH deal for its delivery robot); $TLRY +22% YTD +58% (1Q EPS rocket). Others to watch - $TSM $AVGO $NFLX $ORCL $PLTR $NVDA Commods - All down this AM. $WTI $XXXX bbl"
X Link @ACFER01 2025-10-10T08:10Z 2080 followers, XXX engagements

"ACFMorningMeeting - Mag7 'correction' XX% recoup likely today. Large cap gold miners outperform Mag7 for YE25 Our AI bubble stocks model portfolio lost X% on Friday likely to rise X% today. Our constituents $ARM - XXX% $SMCI -XXX% $AMD -XXX% $SOUN - XXX% $MBLY -XXX% $PLTR -XXX% $NVDA XXX% $IBM -3.6%. Opens UK/EU +ve. US ftrs $IXIC +1.97% & $DJI +1% strongly positive. Stock Watch - $PTGX +29% $MP +8.4% $ASML $AMZN $AVGO - watch for rebound opportunities. Commods - $WTI sinks below $59.8bbl Gold ftrs $4091 t/oz Gold spot $4071 t/oz. Data to prioritise - All about China - BoT imports and"
X Link @ACFER01 2025-10-13T09:17Z 2084 followers, XXX engagements

"Speciality Chemicals - Itaconic Acid (IA) XX% less grams in dishwash detergent per dose vs. petrochem alternatives. $ITX.L $CRDA.L $JMAT.L $VCT.L $CUSA.F @ItaconixPLC. Other specialty chems $LIN $AI.PA Read our #ACFResearch Core Investment Case"
X Link @ACFER01 2024-05-08T11:41Z 2083 followers, XXX engagements

"ACFMorningMeeting - US gov lockdown has relatively minor impact (so far) on US ftrs $DJI $IXIC $GSPC. $CRVW +11.7% (involved in kit that will improve administrator productivity) UK/EU broadly +ve opens $STOXX $FTSE $FTAI. $NVDA +2.6% on new investment research valuation. Our AI bubble model portfolio $SCMI +3.4%. Stock Watch - $DPRO +17% (unmanned remote data collection US Army Contract) not to be confused with $DFLI -9%. $CRWV +11%. Commods - $WTI falls below $63bbl. Gold ftrs push back up @ $3894 t/oz spot price $3868 t/oz. Cocoa $CC=F continues to soften at $6749 MT (beware volatility)."
X Link @ACFER01 2025-10-01T08:27Z 2080 followers, XXX engagements

"This in light of the US inflation numbers raises the question - has POTUS had an impact on Fed independence - ok fair enough he is always now going to be subject to this question as if the Fed - in that respect the damage has been done - and also we favour inflation mavens who hate inflation. $DJI Dow Jones $IXIC Nasdaq $GSPC S&P500"
X Link @ACFER01 2025-10-15T10:17Z 2084 followers, XX engagements

"Breaking News $GRG.L ACF adds XXXX to Greggs revenues Investment Case ACFView - Scale and space for growth; Flywheel - Multi-channel flywheel model (like Hubspot and Amazon); Brand appeal; Incremental revs lanes e.g. "Bake at Home" adding Tesco; Cash generation. Risks ACFView - LFL growth weather influenced; Inflation on inputs (NI ingredients; margin pressure); Estate execution risk; Saturation / Competition - concern and increasing (e.g. Wenzel's.revenue also expanded by ACF purchases :) ); Shocks - shoplifting/security tech roll-out hacking trading disruption"
X Link @ACFER01 2025-10-01T10:05Z 2081 followers, 1202 engagements

"ACFMarketWrap: Ex-dividend drag sentiment and banking woes hit the FTSE XXX (-0.41%). $HSBC -XXX% after pausing buybacks and confirming plans to take Hang Seng Bank private weighing on peers like $LLOY.L (-3.3%) amid fresh motor finance provisions. Ex-div names $WPP $BTDPY $TSCO.L also slipped. Luxury and autos slumped: $RACE (-15%) cut its 2030 outlook and EV targets while $MC.PA $RMS.PA and $LORA.DU fell 2%. Offsetting the gloom $IAG +3.2% on upbeat results and optimism from Delta. Meanwhile $NVO -XXX% after announcing a $4.7bn takeover of $AKRO. Across the Atlantic earnings lifted"
X Link @ACFER01 2025-10-09T17:03Z 2084 followers, XXX engagements

"ACFMorningMeeting - US rate cut 25bps to XXXX% drives US ftrs +ve. UK 150bn (90bn from Blackrock) investment from US Tech + 30bn in 'immediate' tech spending. For naysayers - Quality of jobs matters more than volume - ACFView. Opens mixed $STOXX -ve $FTSE $FTAI +ve. US ftrs +ve $DJI $GSPC $IXIC. Stock Watch - $META $NVDA -XXX% $MBLY +3.4% $SOUN +2.9%. $BGM +27% (conversion from Pharma to AI services via Chinese M&A) $PLUG +19% (Hydrogen fuel cells - strong operational peformance) $QBTS +18% (quantum computing sector rerating) $LYFT +13% (CEO ruminates on Waymo deal). Commods - Gold $3640"
X Link @ACFER01 2025-09-18T07:27Z 2081 followers, XXX engagements