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@InvestiBrew Avatar @InvestiBrew InvestiBrew

InvestiBrew posts on X about $spy, inflation, $spx, $nvda the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% technology brands XXXXX% social networks XXXX% countries XXXX%

Social topic influence $spy #187, inflation #532, $spx #96, $nvda #858, bullish #741, $tlt #10, $tnx #2, ai 6.3%, $dxy #20, $vvv #9

Top accounts mentioned or mentioned by @zerohedge @mikezaccardi @thexcapitalist @kobeissiletter @alfie477477 @michaelmottcm @tedpillows @tictoctick @swingtraderq @xrpger @unusualwhales @investinassets @shanaka86 @saylor @ladoger @qualtrim @dividenddude @bourboncap @chriswhite1972 @modusedge

Top assets mentioned SPDR S&P XXX ETF Trust (SPY) SPX6900 (SPX) NVIDIA Corp. (NVDA) Venice Token (VVV) Oracle Corporation (ORCL) Adobe, Inc. (ADBE) Bitcoin (BTC) Canadian National Railway (CNI) Weyerhaeuser Co (WY) Dutch Bros Inc. (BROS) GrabCoinClub (GC) SPDR GOLD ETF (GLD) Chipotle Mexican Grill, Inc. (CMG) Target Corporation (TGT) Landstar System Inc (LSTR) Johnson Controls International, PLC. (JCI) West Fraser Timber Co. Ltd (WFG) ArcelorMittal (MT) Advance Auto Parts, Inc. (AAP) Costco Hot Dog (COST) Telecom Argentina S.A. (TEO) Taiwan Semiconductor (TSM) Floor & Decor Holdings, Inc. (FND) Colgate-Palmolive Company (CL) WEN Token (WEN) McDonald's Corp (MCD) Yum! Brands, Inc. (YUM) Mid-America Apartment Communities Inc (MAA) Equity Residential (EQR) Camden Property Trust (CPT) DAOLaunch (DAL) Autozone Inc (AZO) Starbucks Corporation (SBUX) Wall Street Memes (WSM) Toll Brothers, Inc. (TOL) Lennar Corporation (LEN) PulteGroup, Inc. (PHM) D R Horton Inc (DHI) Metadium (META) On Holding AG (ONON) Alibaba Group (BABA) Goldman Sachs (GS) Palantir (PLTR) Netflix Inc (NFLX) Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD) QQCoin (QQ) Privia Health Group, Inc. Common Stock (PRVA) Darden Restaurants, Inc. (DRI)

Top Social Posts

Top posts by engagements in the last XX hours

"This long/short equity trade on $WFG / $MT just reached my entry zone We pitched this one a few weeks back in our newsletter Time to pull the trigger ☕"
X Link 2025-09-23T19:10Z 3936 followers, 1505 engagements

"@thexcapitalist I think $ADBE should see $600-$700 before anything happens to the business Markets are pricing in a much worse case scenario than reality allows for ☕"
X Link 2025-12-09T17:06Z 3936 followers, 1124 engagements

"Real rates are only XXX% and the Fed is cutting into inflation rising back to X% Thats the definition of a super cycle in commodities Its very clear the markets are betting on stagflation considering $GLD $GC gold and $CL crude oil are K shaped No economic growth past the AI CapEx ☕"
X Link 2025-12-09T17:08Z 3936 followers, XXX engagements

"$XLV has underperformed the $SPY $QQ index by the widest margin in decades But There are still plenty of buying opportunities for double-digit upside potential $PRVA is one of them I see it as a buy with a price target of $36-$42 per share You can get the entire breakdown in this Seeking Alpha post ☕"
X Link 2025-11-03T16:58Z 3930 followers, XXX engagements

"$WEN is a value trap you DO NOT want to fall for Even with a near X% dividend yield XX% of the company's capital structure is held in debt and we all know locations are always near empty compared to $MCD or $YUM I will break down why Wendy's could go to $X sooner than you think Tomorrow's newsletter Link in bio ☕"
X Link 2025-11-11T14:38Z 3931 followers, XXX engagements

"Wendy's is trading like its already bankrupt XX% off its highs Cheaper than every peer like $CMG $MCD $YUM $DRI But what if thats not a buying signal What if its a warning I think $WEN could be gone in X years And Ive got the data to prove it This morning's newsletter Link in bio ☕"
X Link 2025-11-12T13:30Z 3931 followers, XXX engagements

"@unusual_whales This is bullish for $VVV $AAP Along with US miles driven per month coming back to a longer uptrend Here's exactly what I'm watching out for"
X Link 2025-11-20T00:17Z 3931 followers, XXX engagements

"$SNDK is now being added to the $SPY $SPX This stock is up over XXX% on a YTD basis all because of its cloud storage capabilities which isn't even its main business driver When you go into AI and mention it during earnings calls It seems the market begins to love anything and everything you do ☕"
X Link 2025-11-28T15:07Z 3933 followers, XXX engagements

"@InvestInAssets As the existing home price now falls below new home prices for the first time in history I would say now is the time to start considering some REITs for the average portfolio $EQR $CPT $MAA High cap rates and a hell of a discount ☕"
X Link 2025-11-30T14:00Z 3931 followers, XXX engagements

"As the existing home price now falls below new home prices for the first time in history I would say now is the time to start considering some REITs for the average portfolio $EQR $CPT $MAA High cap rates and a hell of a discount ☕"
X Link 2025-11-30T14:00Z 3929 followers, XXX engagements

"@zerohedge $DG $DLTR are leading now I think $TGT is right around the corner packed compared to what $COST feels like lately Discount retail is commanding premiums and above-average forward EPS growth The market likes it Are you listening ☕"
X Link 2025-12-04T21:05Z 3933 followers, XXX engagements

"The Lazy Way to Make Profits: Everyone knows how to read; you dont need another person reading to you Which is why I want to explain to you exactly what the data means beyond the headline and baseline opinion. Ive put in the hours you get the cherry on top: -A XX% return in La-Z-Boy $LZB shares under a month My Deal Room members got this deal just before the breakout and are paying for over a years worth of membership You can be part of this community of winners with massively good deals included in your X Day Free Trial (link in bio) In case youre wondering what to expect inside heres the"
X Link 2025-12-06T21:44Z 3936 followers, XXX engagements

"@TedPillows $BTC Bitcoin is in a bear market ☕"
X Link 2025-12-08T18:11Z 3933 followers, XXX engagements

"This $LSTR / $CNI trade has broken into a new monthly high Net returns since our pitch reached XX% and still much more to go from here On the YouTube video below you will get our $WY / $JCI pitch as well ☕"
X Link 2025-10-16T20:18Z 3936 followers, 1700 engagements

"Traders around the world are betting rate cuts will slow or stop altogether This is bullish for $DXY dollars The reason why $TLT $TNX bonds could sell down further Especially as real rates are still at only XXX% and the Fed is cutting into X% inflation Super cycle for real assets and commodities Bearish financial assets and $SPY $SPX ☕"
X Link 2025-12-10T11:05Z 3936 followers, XXX engagements

"$WMT is pricing in the wrong things right now Along with $COST this may be a large cap going ex-growth especially with what's happening to the wholesale sector PMI data makes it very clear $ADBE on the other hand is a value play considered where it trades on a FCF basis Unless $IVE / $IVW spreads begin to break out we won't see much action in such value stocks Adobe is a $600+ stock ☕"
X Link 2025-12-10T12:33Z 3936 followers, XX engagements

"I don't think it will be different $TLT $TNX bond markets in the US and around the world are pricing in no more rate cuts for the coming quarters Risk assets like $BTC Bitcoin and $SPY $SPX are beginning to feel the heat around the commodities and real asset super cycle Bad for financial assets ☕"
X Link 2025-12-10T21:47Z 3936 followers, XXX engagements

"$LSTR / $CNI long short equity trade up XXX% a day after this tweet Target is $100-$105 for 38-45% returns All uncorrelated to the $SPY $QQQ and potential $VIX seasonality You're welcome ☕"
X Link 2025-09-24T22:07Z 3937 followers, 1449 engagements

"The emerging market outperformance continues This month we saw the biggest gains in our Argentinian holdings with $TEO and $BBAR rallying to over XX% collectively I think now it's time to rotate into Brazilian $EWZ equities for this momentum theme Will post our buy ideas with full financial models / theses in our WhatsApp Deal Room Grab X days free link in bio ☕"
X Link 2025-10-31T14:27Z 3938 followers, XXX engagements

"This is definitely going to be a trade signal for some airline stocks with PEGs above the industry average Here are some: - $DAL - $CPA - $SKYW I think their overweight presence in the $FTXR is going to create a rotation back into trucking names for transport ☕"
X Link 2025-11-06T00:22Z 3938 followers, XXX engagements

"Maintenance and vehicle care names like $VVV $AAP $AZO and $ORLY have been struggling This is because miles driven per month had broken below a healthy uptrend But that's not broken as we are headed back into a continuation higher Demand for services and maintenance could soon rebound and create a positive EPS swing for these names ☕"
X Link 2025-11-07T03:12Z 3936 followers, XXX engagements

"$VVV breakout is imminent from our entry level given two weeks ago For those who know me there's a pretty good hedge in $MT shorts as well But even if you don't know how to short save the date November 19th earnings could be a good thing Here's my entire thesis for Valvoline ☕"
X Link 2025-11-14T15:49Z 3937 followers, XXX engagements

"$VVV just raised their FY'26 guidance Their expansion into fleet services is going to be a massive driver into the coming quarters Especially as the $FTXR weighing shifts out of airlines like $AAL $UAL $DAL and into trucking names like $JBHT $SAIA $XPO Miles driven per month are breaking out Here's my entire thesis on this company some of it behind this morning's pop on earnings ☕"
X Link 2025-11-19T13:53Z 3937 followers, XXX engagements

"Doing my part for $BROS Definitely better quality and service over $SBUX This is a $XX stock Now $XX ☕"
X Link 2025-11-24T19:51Z 3936 followers, XXX engagements

"Retail sales slow below estimates Car sales took the biggest hit so I guess $AAP $VVV bullish (pitched this month) Will send an entire retail sales run down to our Deal Room members shortly ☕"
X Link 2025-11-25T13:50Z 3937 followers, XXX engagements

"Wealth building is about making the best ROI possible any time you can Inside our Deal Room this member has paid for more than a year's worth of subscriptions With one single play like $BROS which doesn't include his gains in: - $TSM shorts - $CMG - $TGT - $ISRG - $TEO - $LZB Plus several more Access all our current deals and their entire financial / valuation models today X Days Free Link in bio ☕"
X Link 2025-11-26T14:50Z 3936 followers, XXX engagements

"$ALB more than XXX% upside since we gave it out in our newsletter Link in bio ☕"
X Link 2025-11-27T20:30Z 3937 followers, XXX engagements

"The consensus is overwhelmingly bullish for $GLD $GC gold prices by the end of 2026 I think this has more to do with a hot hand fallacy considering the price action over the past XX months than anything else If my thesis on a $DXY rally in the coming quarters bringing on a short squeeze is right Then this consensus on Gold will be proven wrong so will $BTC Bitcoin and other risk assets like the AI trade in $SPY $QQQ stocks Specifically $PLTR $MSTR $NVDA $ORCL $META All of which are pretty much in correction and bear market territory already ☕"
X Link 2025-11-28T15:01Z 3938 followers, XXX engagements

"You all know my stance on $BROS Its not only beginning to outperform the $SPY $QQQ on a YTD basis But its also leaving the $XLY behind on: - $DXY strength - Value delivery over $SBUX and Dunkin - Coffee tariffs coming down This stock was pitched at just under $XX to our Deal Room members (7 Day Free Trial link in bio) Heres why Im targeting $XX on the stock ☕"
X Link 2025-11-28T16:49Z 3936 followers, XXX engagements

"Our $FND long vs $WSM short equity play is up over XX% this month The reasoning behind this theme is happening as new home prices are now lower than existing homes Which means inventory might begin to move especially as $LEN $PHM $DHI $TOL continue to buy down rates on new loans That said Moving inventory will be bullish for a company like Floor & Decor Not so much for Williams Sonoma Why Tariffs costs value delivery with consumer sentiment at all-time lows driven by lower income as a main concern ☕"
X Link 2025-11-29T21:08Z 3935 followers, XXX engagements

"in this Seeking Alpha post you can get an even deeper dive on my analysis for $BROS The momentum is XXX% focused on the company's alpha in value delivery during a time when $XLY sentiment is at basement levels This is real banker's work so take advantage of your access to it"
X Link 2025-12-01T21:04Z 3938 followers, XXX engagements

"You guys voted for it Here's the full video breakdown for our $FND / $WSM long/short equity trade idea Which is already up over XX% on a cash cost basis ☕"
X Link 2025-12-01T22:40Z 3937 followers, XXX engagements

"This is the same sentiment behind the $DXY short interest Inflation is sticking back to 3%+ More importantly Pretty much all rate cuts are priced in here With $EURUSD $USDGBP $USDJPY all set up for Dollar strength I think therell be a major short squeeze in both Dollar and $TLT $TNX bonds into 2026 ☕"
X Link 2025-12-02T17:27Z 3935 followers, 1702 engagements

"@DimitryNakhla I think the market is trying to price in the coming $DXY strength Thats a major risk for $BKNG and its Europe exposure ☕"
X Link 2025-12-03T13:27Z 3937 followers, XXX engagements

"I think this could be all bullish for the $DXY and it's not only $USDJPY you also have $EURUSD and $GBPUSD Central bank moves across the world are going to strengthen the Dollar Then you have markets pricing in most of the rate cuts that the Fed has announced or mentioned already Not a lot of room for Dollars to keep weakening Commercials are net short so there's that too The most important part of this is how a stronger Dollar might affect equities in the $SPY $QQQ ☕"
X Link 2025-12-03T14:08Z 3937 followers, 1803 engagements

"Quick snapshot from industry dynamics within the Services PMI this morning Bullish on: - Retail Trade $XLY - Finance & Insurance $XLF While we have many names in the discretionary sector for the Deal Room portfolio Such as $CMG $ADBE $BROS $ONON $TGT $BBWI and $VVV Sourcing financials can be a great addition Bearish on: - Construction - Real Estate As a lateral play we have our $FND / $WSM long short spread already up over XX% on cash cost return Thinking of sourcing more shorts there like $MLM $BLDR $XHB ☕"
X Link 2025-12-03T18:26Z 3938 followers, XXX engagements

"$BURL is a no go for our $XLY buying spree However It's still a somewhat premium stock in the space which can be hedged as a "hit and run" play with a short in $TJX Spread looks at a good buying level though not much mean reversion Probably will just move on to my next idea WhatsApp Deal Room members just got this breakdown to start their morning ☕"
X Link 2025-12-04T15:03Z 3935 followers, XXX engagements

"@MikeZaccardi Probably going to be a good buy soon $COST sadly is part of the wholesale trade dilema I think a better margin business like $TGT is a superior value delivery At $XX and below its a steal ☕"
X Link 2025-12-04T20:59Z 3938 followers, XXX engagements

"@Geiger_Capital This is an opportunity for stocks like $CSAN $PBR and others in the Brazilian energy space ☕"
X Link 2025-12-06T02:47Z 3939 followers, XXX engagements

"You cant be bearish on Chinas long-term success Giving you $BABA at $XX is one of my proudest moments ☕"
X Link 2025-12-07T17:58Z 3938 followers, XXX engagements

"By the way Several deals like $BABA are being sent every week to our members Opportunities that compound like: - $ONON - $LZB - $TEO - $CSAN - $META And several others up double digits this month alone This is Goldman Sachs level research right in your pocket And a fraction of the cost (plus X Days Free)"
X Link 2025-12-07T17:59Z 3937 followers, XXX engagements

"I don't think $CVNA is going to see Chapter XX it's a stretch Sure there are some fundamental/financial issues with this company But it still commands a premium for a reason we just have to dig into what the market is seeing rather than calling it "expensive" That is the most dangerous word for a trader $NVDA $PLTR bears since 2022 know this ☕"
X Link 2025-12-08T02:28Z 3935 followers, XXX engagements

"1. Real rates are the main driver behind Fed aggressiveness You can see what the market is thinking in real time by adjusting the $TLT $TNX bond yield by inflation - That yields roughly XXX% today So cutting into an already low rate environment is definitely going to spike inflation past X% again This time it won't help the rising unemployment situation since it's more about policy at this point So I guess the market is too focused on $NVDA $ORCL $META and OpenAI to even pay attention to this And that's the real $SPY $SPX tail risk"
X Link 2025-12-08T15:55Z 3935 followers, XXX engagements

"4. CapEx numbers are out of control Over $X trillion in forecasts now with leveraged bets riding behind them Think subprime synthetic CDOs back in 2008 So when the money stops coming in growth expectations slow and valuations collapse You know my stance on $TSM already But here's the real risk for your money in $SPY $QQQ"
X Link 2025-12-08T15:55Z 3936 followers, XX engagements

"5. Goldman Sachs sees a lost decade scenario in stocks ahead $SPY $SPX expected returns will vary around XXX% Minus the 3%+ inflation that leaves you with very little to speak of Which is why Buffett now called it quits and is set to leave $BRK.A this month Lucky for you there's a better (safer) way to play this new market paradigm It's the same approach getting our Deal Room members over XX% cumulative returns this quarter in names like: - $LZB - $BROS - $TEO - $ISRG And many more If you made it this far into my thread here's a little gift for you"
X Link 2025-12-08T15:55Z 3937 followers, XXX engagements

"@MichaelMOTTCM Real rates are at only XXX% Bonds could keep crashing from here unless theres a broader $SPY $SPX decline Were talking 20%+ ☕"
X Link 2025-12-08T18:11Z 3938 followers, XXX engagements

"Real rates are at only XXX% Bonds could keep crashing from here unless theres a broader $SPY $SPX decline Were talking 20%+ ☕"
X Link 2025-12-08T18:12Z 3938 followers, XXX engagements

"Think about it $PSKY is seeking financing from the Arabs and other sovereign wealth funds $NFLX is XXX% American money Trumps nationalist campaign will likely rule in favor of Netflix here to acquire $WBD Anti-trust for Paramount ☕"
X Link 2025-12-09T12:19Z 3938 followers, XXX engagements

"@MikeZaccardi This is the big difference between $AZO and $VVV ☕"
X Link 2025-12-09T12:23Z 3938 followers, XXX engagements

"@KobeissiLetter The problem with $NVDA $ORCL OpenAI circular financing is coming from the top of the value chain This China slowdown is a hiccup but you have suppliers like $TSM operating at XX% capacity now Definitely a warning sign ☕"
X Link 2025-12-09T12:24Z 3938 followers, XXX engagements

"Real rates are only XXX% and the Fed is cutting into inflation rising back to X% Thats the definition of a super cycle in commodities Its very clear the markets are betting on stagflation considering $GLD $GC gold and $CL crude oil are K shaped No economic growth past the AI CapEx ☕"
X Link 2025-12-09T17:08Z 3935 followers, XXX engagements

"@KobeissiLetter $BTC Bitcoin will bottom when $MSTR and Saylor get liquidated ☕"
X Link 2025-12-09T17:09Z 3938 followers, XX engagements

"@TicTocTick Considering real rates are only XXX% and inflation is creeping back to X% $TLT $TNX bonds could keep selling off from here Only way to save them is to sacrifice $SPY $SPX stocks Talking 20%+ declines ☕"
X Link 2025-12-09T17:10Z 3935 followers, XXX engagements

"25% tariffs on wood starting on October 14th Of course Canada is in the crosshairs for this one China and Vietnam also but here's the deal $WFG is one of our longs with $CNI as a short hedge (posted in our newsletter) Section XXX should protect some of West Fraser's imports in this tariff war making it an undervalued play today Markets are placing a premium on it expecting to see an EPS rebound which could come from this loophole or otherwise $DD is another short hedge we're watching to put on by the time these tariffs come into effect ☕"
X Link 2025-10-09T13:49Z 3936 followers, XXX engagements

"$JCI short call at $XXXXXX earlier today Down XXX% Still some more room to move lower our long hedge here is $WY There's an entire YouTube video about this link in the reply ☕"
X Link 2025-10-22T23:02Z 3936 followers, XXX engagements

"$DXY is about to break out past $XXX again This is definitely not a good thing for manufacturing PMIs as we saw today it is still contracting all over But This could change if the US footprint in steel/wood manufacturing increases I like $CLF $WY among others as a long The real benefit of a stronger Dollar will be seen in the Services PMI on another note which can benefit some $XLY names In there I like $CMG $WEN $TGT as a value play ☕"
X Link 2025-11-03T18:09Z 3935 followers, XXX engagements

"From the Services PMI this morning Looks like residential construction is letting people go left and right Makes sense to see the headwinds hit $XHB names like $LEN $PHM $DHI $TOL and others In connection to Monday's manufacturing PMI This can create lots of opportunities in the building materials space Think $MLM $VMC $BLDR ☕"
X Link 2025-12-03T18:19Z 3936 followers, XXX engagements

"$LSTR breaks $XXX since this trade was given Long/short equity for the win ☕"
X Link 2025-12-04T21:23Z 3937 followers, XXX engagements

"@zerohedge We gave out $CMG in the $XX range last month to our Deal Room members Even on the worst case assumptions this stock is worth over $XX a share Part of the $XLY bullish rebound ☕"
X Link 2025-12-08T14:47Z 3936 followers, XXX engagements

"This long/short equity trade worked out beautifully $LSTR / $CNI delivered over XX% returns on a cash cost basis Not bad for a quarterly play ☕"
X Link 2025-12-08T15:14Z 3936 followers, XXX engagements

"The masses are happy bidding $SPY $SPX higher toward $7000 on a single bet: - More rate cuts continued AI rallies Surely the $NVDA $ORCL OpenAI bubble hasn't been felt but there are a lot more nuances to it Then you have the Fed cutting for the WRONG reasons as inflation is trailing back to X% Here's what your furu won't tell you though: - Real rates are already tight cutting now will make things a lot worse Which is why you see $TLT $TNX bonds reacting in a terrible way So what's really happening Let me explain (A thread) 🧵☕"
X Link 2025-12-08T15:55Z 3936 followers, XXX engagements

"2. Keep in mind the Fed only has three types of cuts: - Routine cuts - Emergency cuts (9/11 COVID) - Recessionary cuts Given that these aren't routine nor emergency cuts we're quickly falling to the recessionary assumption So what is the Fed worried about There are over $X trillion dollars riding behind the AI trade Valuations in names like OpenAI $NVDA $ORCL $MSFT and $GOOGL are fast outpacing the fundamentals The market is overstating the future growth potential in AI and this is where George Soros' theory of reflexivity comes into play"
X Link 2025-12-08T15:55Z 3936 followers, XX engagements

"The market's premium for $NFLX over $PSKY is way too wide right now It's like they're pricing it as if they already bought $WBD So I guess watch out for a potential counter offer on the Paramount bid This is a $XXX stock Now $XXXXX ☕"
X Link 2025-12-08T16:04Z 3936 followers, 1120 engagements

"I don't see a lot of actual facts or drivers behind this view Lots of people want the $NVDA $ORCL OpenAI trade to unwind and are even betting on it right now Yet there are a lot of nuances around this idea Mainly the circular financing that is happening between these entities. We just broke down what this means for $SPY $SPX and $TLT $TNX bonds in this thread below ☕"
X Link 2025-12-09T03:28Z 3936 followers, XXX engagements

"@SwingTraderQ Real rates are only XXX% right now The Fed is cutting into rising inflation and bonds are out of control and touch with monetary policy $TLT $TNX could crash further if nothing changes Wed need a broader $SPY $SPX selloff to save bonds here Talking 20%+ decline ☕"
X Link 2025-12-09T14:20Z 3936 followers, XXX engagements

"@TheMaverickWS These are recessionary cuts Something is going to break and its likely the $X trillion plus riding on the AI trade ☕"
X Link 2025-12-09T17:09Z 3936 followers, XXX engagements

"$ADBE earnings on deck ☕"
X Link 2025-12-09T17:13Z 3936 followers, XXX engagements

"@MikeZaccardi The super cycle in commodities is just getting started With the Fed cutting into X% inflation and XXX% real rates The stage is set for real assets to spike Financial assets not so much Tail risk for $SPY $SPX though $TLT $TNX bonds could finally catch a bid ☕"
X Link 2025-12-10T11:02Z 3936 followers, XXX engagements

"Idea has been screened for $KRE $XLF opportunities - $DXY bull case is looking stronger - Fed cutting into XXX% real rates and X% inflation - $SPY $SPX may have topped - AI trade unwinding with $NVDA $ORCL OpenAI falling apart This is all bullish for names like $CHYM $WIZEY Though only one of them provides 75%+ upside potential Full valuation/financial model is ready so is a hedge that finances this entire trade You won't see a cash-on-cash return like this anywhere else Get all this plus other ongoing deals in your X Day Free Trial to our Deal Room Link in the reply ☕"
X Link 2025-12-10T11:30Z 3936 followers, XXX engagements

"@retaox $WIZEY is a great setup here Could go up to $18-$22 on the right push and there's a great way to hedge this long idea with a potential $SYF short The deal finances itself and is part of the $XLF $KRE rebound out of correction territory ☕"
X Link 2025-12-10T11:33Z 3936 followers, XX engagements

"@Luca_Schnettler We'll be posting an entire deep dive on this deal valuations and a way to hedge the $WIZEY $WISE long opportunity Part of the $XLF $KRE rebound out of correction territory It's all part of our Deal Room ☕"
X Link 2025-12-10T11:35Z 3936 followers, XX engagements

"You just can't look at $PLTR and not think it's overvalued Unlike some of the $NVDA bears basing their case on charts This Palantir take has ZERO guesswork to it the fundamentals just aren't there to support these multiples Sentiment wise growth stocks are about to come out of favor especially as $IVE / $IVW spreads begin to rally and change this preference ☕"
X Link 2025-12-10T12:51Z 3936 followers, XX engagements

"$ADBE now implemented into ChatGPT Now $NVDA will take a stake in Adobe That or $ORCL This is a $XXX stock ☕"
X Link 2025-12-10T13:40Z 3936 followers, XXX engagements

"$ADBE reports record revenue and raises guidance Markets will have to price this in eventually They are getting implemented into ChatGPT Matter of time before an involvement with $NVDA is announced lol ☕"
X Link 2025-12-10T21:56Z 3936 followers, XXX engagements

"What's the $TLT $TNX bond market trying to tell you right now The Fed is cutting into X% inflation with real rates hovering at only XXX% These are not routine cuts they are recessionary cuts Which is why bonds are refusing to rally despite yet another rate cut already taking place today All told a super cycle for real assets (like $GLD $GC gold and real estate) is starting to heat up without $CL crude oil Translation Massive tail risk for $SPY $SPX stocks But there are still a few you can buy Tomorrow's newsletter shows you which Link in bio ☕"
X Link 2025-12-11T00:41Z 3936 followers, XXX engagements