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@InvestiBrew InvestiBrew

InvestiBrew posts on X about $spy, $qqq, $cl, $gc the most. They currently have XXXXX followers and 1350 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

X Week XXXXXX +28%
X Month XXXXXXX +57%
X Months XXXXXXXXX -XX%
X Year XXXXXXXXX +610%

Mentions: XX #

X Week XXX +8.30%
X Month XXX +25%
X Months XXXXX -XX%
X Year XXXXX +179%

Followers: XXXXX #

X Week XXXXX +1.70%
X Month XXXXX +4%
X Months XXXXX +30%
X Year XXXXX +424%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks XXX% finance XXXX% cryptocurrencies #5672 technology brands XXXX% countries XXXX% automotive brands XXXX% luxury brands XXXX% travel destinations XXXX% social networks XXXX%

Social topic influence $spy #152, $qqq #62, $cl #1, $gc #2, inflation #249, stocks 0.74%, alltime #124, $xhb #2, $ive #2, $ivw #1

Top accounts mentioned or mentioned by @zerohedge @tictoctick @barchart @dividenddudex @kobeissiletter @mikezaccardi @swingtraderq @bourboncap @vladtheinflator @michaelmottcm @globalmktobserv @financelancelot @jimcramer @jessecoheninv @i3invest @themarketear @investingcom @deitaone @tradingthomas3 @lindatangusa

Top assets mentioned SPDR S&P XXX ETF Trust (SPY) Colgate-Palmolive Company (CL) GrabCoinClub (GC) Vixco (VIX) Lennar Corporation (LEN) PulteGroup, Inc. (PHM) Weyerhaeuser Co (WY) Canadian National Railway (CNI) NVIDIA Corp. (NVDA) Landstar System Inc (LSTR) West Fraser Timber Co. Ltd (WFG) Fair Isaac, Corp. (FICO) Equity Residential (EQR) Camden Property Trust (CPT) Toll Brothers, Inc. (TOL) Intel Corporation (INTC) D R Horton Inc (DHI) GammaSwap (GS) Johnson Controls International, PLC. (JCI) Oracle Corporation (ORCL) ArcelorMittal (MT) Bitcoin (BTC) Apple, Inc. (AAPL) Suncor Energy, Inc. (SU) Fluence Energy, Inc. Class A Common Stock (FLNC) Metadium (META) Bloom Energy Corporation (BE) Effect.AI (EFX) Transocean LTD. (RIG) Patterson-UTI Energy Inc (PTEN) Hippo Protocol (HP) Alibaba Group (BABA) KB Home (KBH) Telecom Argentina S.A. (TEO) Goldman Sachs (GS) Cream (CRM) CoreWeave, Inc. (CRWV) NuScale Power Corporation (SMR) Advance Auto Parts, Inc. (AAP) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Intuitive Surgical, Inc. (ISRG) SPX6900 (SPX) Tesla, Inc. (TSLA) Ferrari N.V. (RACE) Target Corporation (TGT) General Electric Company (GE) Cleveland-Cliffs, Inc. (CLF) Coca-Cola Co (KO)

Top Social Posts #

Top posts by engagements in the last XX hours

"@i3_invest We just posted our bull thesis in $XLE names within our newsletter Bottlenecks could come easily with the drawdown of EIA stocks now Any whiff of demand could send $CL to $100+ Watching the top of the value chain in drillers like: $RIG $PTEN $HP ☕"
X Link @InvestiBrew 2025-10-09T13:14Z 3750 followers, XXX engagements

"This is only the beginning most likely for the metals super cycle We have a mix between 2019 and 1974 on the economic setup which is going to help $GC gold and $SLV silver prices push higher For financial assets though it's not looking too good for $TLT $TNX bonds and $SPY $QQQ stocks ☕"
X Link @InvestiBrew 2025-10-08T12:45Z 3750 followers, XXX engagements

"Is the $RACE dip a sign that affluent spending will be coming down If we see a decline in $SPY $QQQ and housing then the negative wealth effect could take place So take this as an indicator along with $LVMH ☕"
X Link @InvestiBrew 2025-10-10T12:19Z 3749 followers, 3195 engagements

"@InvestInAssets Theres very little in terms of EPS growth to support the current all-time high valuations in $SPY $QQQ Talk about tail risk in markets ☕"
X Link @InvestiBrew 2025-10-14T14:57Z 3750 followers, XXX engagements

"Equity risk premiums are not supportive of $SPY $QQQ stocks all-time highs Whenever these two deviate this much typically a 3-month drawdown of 15%on average comes to the indexes Maybe Jamie Dimon and David Solomon are right to call for the decline this time $VIX is certainly low enough here ☕"
X Link @InvestiBrew 2025-10-10T13:47Z 3745 followers, XXX engagements

"Construction workers are on vacation Maybe a permanent one this time which explains the $XHB going into correction territory Our bearish view on homebuilders last Friday has delivered over X% moves in $LEN $PHM $DHI $TOL and more This time though There's also a long opportunity in this industry a portfolio that can beat the $SPY $QQQ this quarter Just like our $INTC and $BABA picks or our latest $LSTR / $CNI long /short This morning's newsletter Link in bio ☕"
X Link @InvestiBrew 2025-10-10T12:08Z 3749 followers, XXX engagements

"100% agree with this breakdown However there's a weird setup right now when you look at the $CL crude oil relationship to $IVE / $IVW spreads That decoupling is telling me $SPY $QQQ markets aren't buying the GDP growth story right now But Global oil stocks are at cyclical lows so any whiff of demand could turn bottlenecks to $100+ oil Overweight $PTEN $RIG $HP ☕"
X Link @InvestiBrew 2025-10-08T13:06Z 3750 followers, 3303 engagements

"Copper and $CL crude oil not following $GC gold means one thing The $SPY $QQQ all-time high valuations are driven by P/E expansion and not actual EPS growth Markets arent buying the GDP growth story besides spending and inflation $IVE / $IVW spreads falling more each time without an energy rally confirms ☕"
X Link @InvestiBrew 2025-10-14T13:19Z 3750 followers, XXX engagements

"@MikeZaccardi Large-caps have very little EPS growth to support their valuations right now $IVE / $IVW spreads are pulling back again despite $CL crude oil now trading below $XX Broader markets aren't buying into this growth story but I guess ride it until the music stops ☕"
X Link @InvestiBrew 2025-10-13T13:43Z 3750 followers, XX engagements

"$TGT is a steal 🚨 At just XX% of its 52-week high its being treated like another tired retail name Yet under the surface management is building something that could rerate the stock for years Lets start with what most investors will miss: Targets upcoming Circle Week (Oct 512) looks like a seasonal discount campaign XX% off headlines familiar brands like $AAPL and $GE and the usual pre-holiday retail buzz But this isnt about moving inventory. Its about repositioning the brand and monetizing loyalty When you dig in this is the first Circle Week that integrates Targets new paid membership tier"
X Link @InvestiBrew 2025-10-07T14:54Z 3750 followers, 3838 engagements

"$CLF up XX% since this tweet Also pitched it inside our newsletter for you Link in bio ☕"
X Link @InvestiBrew 2025-09-29T14:59Z 3750 followers, XXX engagements

"The $XHB is now officially in correction territory We posted our bearish view on real estate and construction last Friday Since then $PHM $LEN $DHI and others are down over X% But There is still a huge opportunity both on the long and short side set to beat the $SPY $QQQ in the coming quarter Just like our $LSTR / $CNI play or $INTC pick This one is ready for you in tomorrow's newsletter Link in bio ☕"
X Link @InvestiBrew 2025-10-09T23:45Z 3749 followers, XXX engagements

"$XHB names down by X% on average today This was the writing on the wall as building permits have crossed deep into this depressive state Go ahead check the price action on $PHM $DHI $LEN $KBH Idea-generation is not easy but it's simple ☕"
X Link @InvestiBrew 2025-10-07T21:07Z 3749 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 @InvestiBrew 2025-10-09T13:49Z 3750 followers, XXX engagements

"1. Direct licensing is a margin recapture engine Instead of sharing score economics with bureaus $FICO can price two ways: (1) $XX per score (2) $XXXX per score + $XX per funded loan Once FICO controls the contract bundling becomes trivial: lenders can add fraud KYC/ID income/asset verification decisioning all from one vendor Remember the moat you cant see on a term sheet: switching friction. Credit policies secondary market expectations and model governance are built on FICO It's like going from $AAPL products to $GOOGL or Android even if the price is better the cost of switching is much"
X Link @InvestiBrew 2025-10-09T16:40Z 3750 followers, XXX engagements

"Options traders just rang the fire bell on Suncor $SU 28315 call contracts hit in a single session vs a XXX daily average (+2998%) Thats not noise $SU sits at XX% of its 52-week high while peers leak because its revenue mix cost discipline and capital returns are pulling in a different direction than the headline If you ignore flow you miss timing; if you ignore fundamentals you miss magnitude Here we have both: Aggressive call flow and an earnings bridge that actually tightens into 2025 Lets get into the edge then the plan 🧵☕"
X Link @InvestiBrew 2025-10-08T20:52Z 3750 followers, XXX engagements

"@zerohedge I think we should all be buying $TEO and $BBAR on this move ☕"
X Link @InvestiBrew 2025-10-10T00:09Z 3750 followers, XXX engagements

"US Building permits down XXX% on the month Down XXX% on the year At this level they are now breaking below a long-term average sustainability output In other words $XHB $PHM $LEN homebuilders are going into a depression state ☕"
X Link @InvestiBrew 2025-09-24T13:35Z 3749 followers, XXX engagements

"@jackprandelli $CL crude oil is pretty hated today That makes it attractive and there are plenty of $XLE energy names promising XXX% upside and more at the top of the value chain ☕"
X Link @InvestiBrew 2025-10-15T02:25Z 3750 followers, XXX engagements

"I was surprised to see $GS fall on a good overall quarter XX% growth on investment banking fees is not bad at all But here's a couple points: - Underwriting activity is typical of a late cycle theme - Wealth management clients are also acting like this is a late cycle We can all agree $SPY $QQQ have diminishing EPS growth forecasts overall not supportive of all-time high valuations here Massive tail risk ☕"
X Link @InvestiBrew 2025-10-15T02:15Z 3750 followers, 1031 engagements

"@KoyfinCharts Same thing happened with $KO Not familiar with what drove $MMM FCF lower but if it's similar to Coca-Cola then I guess there's nothing to worry about ☕"
X Link @InvestiBrew 2025-10-06T06:58Z 3750 followers, XXX engagements

"@SwingTraderQ If this $VIX period is similar to liberation day Then we could see a 20-30 day drawdown on $SPY $QQQ stocks My confirmation will come from a spike in $IVE / $IVW spreads with a lack of $CL crude oil rallies ☕"
X Link @InvestiBrew 2025-10-11T16:39Z 3745 followers, XXX engagements

"With the Fed cutting into X% inflation and all-time high valuations on $SPY $QQQ This can create a mix of 2019 and 1974 as far as economic conditions go Also known as a real asset super cycle helping $GC gold and $SLV My concern is that $CL crude oil and copper aren't following along Meaning there's no economic growth now and a real risk of stagflation ☕"
X Link @InvestiBrew 2025-10-15T02:11Z 3750 followers, XXX engagements

"I was surprised to see $GS Goldman Sachs down today after reporting big growth everywhere Investment banking fees alone were up XX% Here's why I think this might have been: - All of the themes in IPOs and underwriting along with wealth management behavior are typical of late-cycles If you study these themes historically we are about to come into a hard $SPY $QQQ top on equities ☕"
X Link @InvestiBrew 2025-10-15T01:39Z 3750 followers, XX engagements

"$CROX is starting a campaign with Sydney Sweeney Will the $AEO run repeat ☕"
X Link @InvestiBrew 2025-10-09T13:15Z 3750 followers, XXX engagements

"Well rate cut probabilities are 90%+ now Question is are they cutting for the right reasons I think the most probable scenario is now stagflation as were already in recession territory ☕"
X Link @InvestiBrew 2025-10-10T12:02Z 3750 followers, XXX engagements

"3. Valuation is the tell $XLE Sector headline P/E is skewed by outliers But Its still stunning that $SU sits near XXXX while Street models show EPS almost doubling ($0.51 $XXXX by Q3 25) Even a modest rerate plus that earnings delta pushes you into big-boy total return math quickly Consensus price target: $XX about +57.5% from here We just posted a newsletter on us going bullish in oil stocks and the reasons why At the same time Warren Buffett just bought OxyChem off $OXY in a vote of confidence into this undervalued thesis That BIG jump in call options it no coincidence Watch Suncor very"
X Link @InvestiBrew 2025-10-08T20:52Z 3751 followers, XXX engagements

"@DividendDude_X Another day another OpenAI partnership With this $CRM price action it seems complacency is starting to fade Are markets asking questions about the validity of this mafia ☕"
X Link @InvestiBrew 2025-10-14T14:55Z 3750 followers, 1143 engagements

"@MikeZaccardi With the latest services PMI reading It's clear that the $XHB is still going to see more trouble ahead personally I'm looking for long/short opportunities in wood Probably a mix of $WY and $JCI ☕"
X Link @InvestiBrew 2025-10-09T20:03Z 3744 followers, XX engagements

"Dividend income isn't always the most attractive outcome But Rate cuts into high inflation = a 1974-style setup If that plays out real assets financials (not $SPY $QQQ) My REIT barbell for income + upside: $O (monthly payer) XXXX% yield; eyeing $66B in 2025 deals; Street $XX PT $EQR (multi-family) XXXX% yield; locked housing pushes renters; Street $XXXXX PT (+18.6%) $CPT (Sunbelt) XXXX% yield; cyclical kicker; Barclays $XXX PT (+23%) Cyclically high dividend yields mean underlying property values are compressed That's there the upside comes from in this portfolio ☕"
X Link @InvestiBrew 2025-10-06T17:33Z 3750 followers, XXX engagements

"What's the market trying to tell us here $IVE / $IVW spreads have broken their inverse relationship to $CL crude oil Historically speaking this only happens when growth stocks decouple from real economic growth Also known as the $NVDA $ORCL $CRWV and OpenAI mafia $SPY $QQQ valuations stand on the faith of future EPS growth from the Mag X (which isn't high enough to justify them) We'll see what happens ☕"
X Link @InvestiBrew 2025-10-10T13:45Z 3750 followers, XXX engagements

"If this breakdown helped Ill show you the system behind it Our free 5-day email crash course is a short punchy walk-through of how I build ideas like this $FICO setup step by step What youll get: - Our top-down approach for industry selection - Bottom-up stock selection for best alpha opportunities - A Long/Short Equity foundation so you can hedge your book It's not enough to match the $SPY $QQQ you must beat it This helps you get there"
X Link @InvestiBrew 2025-10-09T16:40Z 3749 followers, XXX engagements

"$LEN is down nearly X% even as the $SPY $QQQ rebounds on the Trump China news In this YouTube video I broke down exactly why I'm bearish on $XHB names and other construction issues While also giving you a long/short setup in $WY / $JCI Last week's newsletter broke it down as well Stock is down X% since that post ☕"
X Link @InvestiBrew 2025-10-13T13:52Z 3750 followers, XXX engagements

"@zerohedge Besides affluent spending and AI investments Theres not much behind GDP growth forecasts $IVE / $IVW spreads falling without a $CL crude oil rally confirms this Copper not following $GC gold is another check ☕"
X Link @InvestiBrew 2025-10-14T13:22Z 3750 followers, XXX engagements

"@MikeZaccardi And with the Fed cutting into X% inflation The wealth gap and income growth gap is only going to get wider and wider Own assets or watch your money burn ☕"
X Link @InvestiBrew 2025-10-12T13:38Z 3750 followers, XX engagements

"$C showing their hand ☕"
X Link @InvestiBrew 2025-10-14T13:23Z 3750 followers, XXX engagements

"@MikeZaccardi If this $VIX event matches Liberation Day or October 2022 Then we could see a drawdown on $SPY $QQQ stocks of 15-20% and 20-30 days in general Throwing us into margin call territory Then well know if cash is posted to buy the dip or positions are forced liquidated ☕"
X Link @InvestiBrew 2025-10-11T14:13Z 3749 followers, 9325 engagements

"If you didnt own $GC gold two years ago Theres no point in looking at it now Right now is the time to hedge your book Go agnostic to $SPY $QQQ before its too late Our newsletter tomorrow will show you how to put on a Long/Short Equity idea to achieve just that See you there Link in bio ☕"
X Link @InvestiBrew 2025-10-15T01:21Z 3750 followers, XXX engagements

"This $WFG long / $MT short idea is now ready to be put on Enter zone right here looking to exit around $XX on the spread for XX% return roughly All uncorrelated to the $SPY $QQQ and potential $VIX seasonality ☕"
X Link @InvestiBrew 2025-09-26T23:00Z 3749 followers, 1134 engagements

"And now Goldman predicts a single data center rack will consume as much energy as XXX US homes That's going to affect the following cities the most: - Dallas - Chicago - Atlanta - Phoenix Get ready for insanely high electricity bills coming up Thinking $EQR $CPT as REITs angle Then $SMR $FLNC for energy solution angle ☕"
X Link @InvestiBrew 2025-10-09T16:26Z 3746 followers, 3401 engagements

"Interesting how $TLT $TNX bonds are headed higher despite inflation threatening to go back to X% or more Maybe the rally is a risk-off reaction to $SPY $QQQ valuations threatened by falling EPS growth ☕"
X Link @InvestiBrew 2025-10-13T20:53Z 3750 followers, XXX engagements

"$512000 Thats the average home price in the US But heres the problem Mortgage rates are still above X% and listings are XX% above last years reading Which is why Im bearish $XHB names like $LEN $TOL $PHM However We can still find plenty of upside as tariffs roll out on building products like wood XX% EPS growth is the expectation And I think $WY / $JCI is a perfect long short play to put on here ☕"
X Link @InvestiBrew 2025-10-13T15:07Z 3750 followers, XXX engagements

"@zerohedge Get in with $TEO $BBAR ☕"
X Link @InvestiBrew 2025-10-09T19:48Z 3750 followers, XXX engagements

"$AAP was given in the $40s in our newsletter Reiterated with a $XX price target as we noticed the retail sales trend expanding into motor vehicle parts XX% return ZERO charts used ☕"
X Link @InvestiBrew 2025-09-22T16:49Z 3750 followers, XXX engagements

"Futures are going to rip tonight $NQ $ES $BTC Bitcoin back toward $114000 Trump says China just had a bad moment Life is good again ☕"
X Link @InvestiBrew 2025-10-12T18:31Z 3749 followers, XXX engagements

"I do think we're in a mix between 2019 and 1974 on economic terms As the Fed cuts into X% inflation and $SPY $QQQ trading at all-time high valuations There is likely to be a super cycle coming into real assets like $GC gold real estate REITs and other metals Historically financial assets are excluded And the justification here is the Mag X going ex-growth as we've seen in $MSFT $META $AAPL $AMZN $NVDA Apart from the massive CapEx there's little left to lead these names ☕"
X Link @InvestiBrew 2025-10-07T13:55Z 3750 followers, 6373 engagements

"$AVGO now added to the OpenAI $NVDA and $AMD chip mafia When will it be $MU Microns turn 👀☕"
X Link @InvestiBrew 2025-10-13T13:05Z 3750 followers, XXX engagements

"@BitcoinNews21M Gold and Bitcoin to the moon ☕"
X Link @InvestiBrew 2025-10-15T02:15Z 3750 followers, XX engagements

"Direct consumer exposure in an economy where the average American is struggling with credit and rising inflation $AMZN insider selling could be one tell But keep in mind that if the cloud business and whole AI exposure is affected by what $NVDA $ORCL and others are doing with OpenAI pops It will likely bring Amazon down too ☕"
X Link @InvestiBrew 2025-10-15T14:34Z 3750 followers, 1034 engagements

"@Barchart There are so many opportunities in $XLV I think we will see some double-digit upside moves in $ISRG still offering over XX% upside from where it trades today ☕"
X Link @InvestiBrew 2025-10-06T07:09Z 3749 followers, XXX engagements

"Here's the $XX billion data center news from $BLK BlackRock Can we now consider the $NVDA $ORCL $CRWV niche a mania Is it 1999 all over again Well valuations don't suggest it is since we have an average 28x forward P/E on the top $SPY $QQQ names Back then it was 43x and over so no ☕"
X Link @InvestiBrew 2025-10-03T10:54Z 3747 followers, XXX engagements

"@MikeZaccardi This is of course assuming forward EPS forecasts arent founded on shady assumptions If they are then $NVDA $ORCL $TSLA $META $AMZN $MSFT are in bubbly territory ☕"
X Link @InvestiBrew 2025-10-11T14:16Z 3746 followers, XXX engagements

"If you like REITs Then you're going to love $EQIX and $DLR Data centers are coming and these two hold a whole bunch of them ☕"
X Link @InvestiBrew 2025-08-08T21:07Z 3752 followers, XXX engagements

"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 @InvestiBrew 2025-09-23T19:10Z 3750 followers, 1223 engagements

"Construction jobs have contracted for a quarter straight $XHB is likely going to enter a depressed state in the coming months You see building permits crossing a long-term balance level no wonder all $PHM $TOL $LEN and more are down Rate cuts won't fix it it's about policy today ☕"
X Link @InvestiBrew 2025-10-10T00:12Z 3749 followers, XXX engagements

"Value investing is great but we're faster With $SPY $QQQ beginning to show cracks and the $VIX aching to break out Your money should be uncorrelated to the indexes The best way to do this is through a long/short equity strategy this one is ready to go on $WY / $JCI Tomorrow's newsletter Link in bio ☕"
X Link @InvestiBrew 2025-10-14T23:56Z 3750 followers, XXX engagements

"@MikeZaccardi Demand for data centers is one thing But the real deal is going to be energy storage and management We just saw a glimpse of it this morning in $BE I think $FLNC is worth watching in this theme ☕"
X Link @InvestiBrew 2025-10-13T13:47Z 3749 followers, XX engagements

"@MikeZaccardi The interesting part is that the Mag X arent that bloated on forward P/Es The rest of the market is No EPS growth to back them or justify these valuations ☕"
X Link @InvestiBrew 2025-10-12T13:41Z 3750 followers, XXX engagements

"$FICO stock down nearly XX% as $EFX Equifax launched its own direct mortgage product However Markets are missing the fact that FICO owns 85-90% of the mortgage lending market when it comes to score transparency Ignore this noise and buy the dip ☕"
X Link @InvestiBrew 2025-10-08T21:05Z 3750 followers, 1064 engagements

"$FICO has been a roller coaster this week 🚨 FICO didnt just tweak pricing; it rewired who gets paid in mortgage scoring Thats why the stock ripped and why the pullback after $EFX me-too offer may be the real entry Mortgage underwriting in the U.S. still runs on FICO with 85-90% market share right now Direct licensing makes that moat harder to beat and easier to monetize Here's what I'm watching and whether FICO is worth a look during this XX% dip 🧵"
X Link @InvestiBrew 2025-10-09T16:40Z 3750 followers, XXX engagements

"@Josh_Young_1 We just posted our bull thesis for $CL crude oil and $XLE energy names in our newsletter You will find some mid-cap names at the top of the value chain there with 100%+ upside Link in bio ☕"
X Link @InvestiBrew 2025-10-15T02:13Z 3750 followers, XX engagements

"$BE pops XX% after landing a fuel cell deal with Brookfield Told you it was a buy in our newsletter last week Zero charts just had to look for the industry outlier Our long/short equity screening remains undefeated ☕"
X Link @InvestiBrew 2025-10-13T12:20Z 3750 followers, XXX engagements

"@WagieCapital $OKLO $MP and $LAC are like the SPACs of 2021 lol ☕"
X Link @InvestiBrew 2025-10-15T02:12Z 3750 followers, XXX engagements

"Bessent turning positive on China and the current rare earth metals scandal At the same time Blackstone's Schwartzman has spent the past two weeks in China as well Seems like the $MCHI $FXI $BABA rally may not be dead yet ☕"
X Link @InvestiBrew 2025-10-15T14:38Z 3750 followers, XXX engagements

"@DividendDude_X One big surprise in $XLV healthcare and $XLB materials 👀☕"
X Link @InvestiBrew 2025-10-06T04:43Z 3749 followers, XXX engagements

"We gave you our list of stocks for the coming long/short idea Best long candidates were $COVTY $WY and $WFG Short candidate here is $MT Trade makes sense and we have a XX% certainty of XX% profit all thanks to tariff uncertainty On Monday's newsletter we will cover the financial reasoning behind this trade Link in bio☕"
X Link @InvestiBrew 2025-08-09T17:11Z 3750 followers, XXX engagements

"@KobeissiLetter Sad to know some people wont be retiring in 2026 ☕"
X Link @InvestiBrew 2025-10-15T01:15Z 3750 followers, XXX engagements

"@MichaelMOTTCM Mostly from Canada This helps our short thesis on $CNI hedged by longs in $LSTR ☕"
X Link @InvestiBrew 2025-09-16T13:08Z 3744 followers, XXX engagements

"@MikeZaccardi PMIs show construction and real estate associated stocks are in a depressed state Just posted on our newsletter yesterday Pretty good long/short ideas coming from that space $LOW $HD are at the tail of this theme though a stronger $DXY should help them ☕"
X Link @InvestiBrew 2025-10-11T14:12Z 3743 followers, XXX engagements

"@zerohedge We have to de-couple our rare earth metals production and supply away from China That's obvious I really like $ALB in this space premium stock yet still below XX% of its 52-week highs ☕"
X Link @InvestiBrew 2025-10-13T13:48Z 3752 followers, 1203 engagements

"2. Under the hood the fundamentals line up with that price action Last print: CapEx down production up and management guiding volume expansion through Q4 XX Less spend + more barrels = expanding free cash In commodity businesses thats when the capital-return flywheel kicks in: dividend bumps and buybacks that mechanically raise EPS even before the next production step-up hits Thats how you grind a mid-teens total return even if crude goes sideways and you get paid multiples of that if $CL crude oil rallies"
X Link @InvestiBrew 2025-10-08T20:52Z 3751 followers, XX engagements

"Goldman Sachs $GS just reported earnings this morning Being one of the most powerful investment banks in the world it pays to break down what really happened It can guide you as far as sentiment and cyclicality on the $SPY $QQQ and even $TLT $TNX bonds Here's exactly why a XX% jump in investment banking fees means for your money 🧵"
X Link @InvestiBrew 2025-10-14T16:01Z 3750 followers, XXX engagements

"$BYDDF was one of Buffett's holdings for $BRK.A He's just sold out and I don't know what to think of it Maybe it's patriotism in the middle of this US / China feud But honestly the cars are amazing and the EU LATAM expansion is just off the chain Plus its association to $SQM for better lithium deals ☕"
X Link @InvestiBrew 2025-09-22T22:57Z 3751 followers, XXX engagements

"3. This pairs trade wouldnt be any good if it didnt have a mean reversion nature So we tested that and got a P-value of XXXX Which is English for a XX% confidence interval pointing to mean reversion for $LSTR and $CNI In other words a green light to buy up on deviations Looking at the spread and Z-Score below were not quite at a massive deviation yet (which would be $70-$72) But were also far enough from the $102-$107 mean to start a small position in case we start making our way back to it That still locks in a potential upside of 45-48% from where it trades today Show me $NVDA or $ORCL do"
X Link @InvestiBrew 2025-09-12T14:52Z 3743 followers, XXX engagements

"This is a real asset super cycle With the Fed cutting into X% inflation and $SPY $QQQ at all-time high valuations Not to mention the average home price as well Sure $SLV silver and $GC gold are going to benefit But the real deal is buying REITs now owning portfolios at 6-7% cap rates Think $EQR and $CPT ☕"
X Link @InvestiBrew 2025-10-13T13:46Z 3750 followers, 3375 engagements

"@MikeZaccardi Interesting how $TLT $TNX bonds are headed higher despite inflation threatening to go back to X% or more Maybe the rally is a risk-off reaction to $SPY $QQQ valuations threatened by falling EPS growth ☕"
X Link @InvestiBrew 2025-10-13T20:53Z 3750 followers, XXX engagements

"Two years ago we didn't have the same reasons to expect a $SPY $QQQ equity selloff $TLT $TNX bond rally So gold was a good buy then And a $DXY recovery All of which are bearish for $GC But I have to say this: - The Fed cutting into X% inflation and all-time high financial asset valuations Outcome Real assets will probably go into a super cycle IF no risk-off comes to financial assets ☕"
X Link @InvestiBrew 2025-10-15T01:29Z 3750 followers, XXX engagements

"1. When you understand $XLY $XRT retail through an investors lens you realize the smartest players dont sell products They sell ecosystems Thats what Targets Circle XXX is designed to do Behind the discounts every Circle Week shopper is being guided into Targets membership funnel A recurring-revenue model that brings in subscription income captures consumer data and creates repeat purchase behavior across categories Its not a new playbook: - $AMZN perfected it with Prime - $WMT followed with Walmart+ - $COST has lived on it for decades But what makes $TGT different is the timing While most"
X Link @InvestiBrew 2025-10-07T14:54Z 3750 followers, XXX engagements

"@MikeZaccardi A $DXY dollar rally is probably supporting new bullish sentiment on $IWM small caps Direct support for domestic spending and consumer confidence is my take ☕"
X Link @InvestiBrew 2025-10-13T13:42Z 3750 followers, XX engagements

"2. This moat is clear in the underlying financials - $FICO has an XX% gross margin - $EFX carries a much lower XX% Markets vote with multiples and money Even after the wobble FICO trades at XXXX P/E vs Equifax at XXXX Premiums persist when investors believe cash flows are higher quality longer duration and harder to disrupt Street posture mirrors that: $FICO consensus $2130 implies XX% upside; Barclays $2400 case bakes in faster monetization of the direct model Institutions are leaning in: $2.5B of net buys last quarter; AllianceBernstein +16.1% to $387.4M There's a reason why it's more"
X Link @InvestiBrew 2025-10-09T16:40Z 3750 followers, XXX engagements

"1. First principle: Not all foreign energy is equally exposed to U.S. tariffs Per CEO Rich Kruger 6065% of Suncors barrels stay in Canada or ship outside the U.S. That means the majority of revenue is naturally hedged from U.S. import friction If tariffs were the death blow youd see it in price first Yet $SU holds XX% of its 52-week high refusing to roll with the beta Add Canadas domestic demand + non-U.S. export lanes and you get an operator with real flexibility while others are pinned So the setup isnt energy vs tariffs its who can outrun the policy drag with mix margins and capital"
X Link @InvestiBrew 2025-10-08T20:52Z 3749 followers, XX engagements

"As the Fed cuts rates into X% inflation and all-time high valuations on financial assets It's clear that we'll have a real asset super cycle here Of course $GC gold is at the forefront especially with a weak $DXY dollar index But You also have Copper and $CL crude oil falling way behind here Which means it's all a debasement trade of no confidence There's no economic growth here a massive tail risk for $SPY $QQQ ☕"
X Link @InvestiBrew 2025-10-15T01:50Z 3750 followers, 3169 engagements

"$CL crude oil is pricing in a recession right now as it diverges from the $IVE / $IVW spreads This broken relationship is a major tail risk for $SPY $QQQ But It's not considering the bazooka standing behind $MCHI $FXI China Asia comes back online the US resets (likely $TLT $TNX bonds will move first) oil could reach $100+ We just pitched the rebound in $XLE names inside our newsletter ☕"
X Link @InvestiBrew 2025-10-06T07:04Z 3750 followers, XXX engagements

"$GC gold officially above $4000 now Time for $SPY $SPX to go $7000 and over Then we really see what happens My guess is $7200 or so will be top territory and then a XX% decline before we see real money & sentiment This is not a short term view ☕"
X Link @InvestiBrew 2025-10-08T01:01Z 3750 followers, XXX engagements

"@zerohedge I saw a Goldman estimate that a single data center server rack will consume as much energy as XXX US homes by 2027 Definitely not good for cities already operating at XX% capacity Bills about to spike for them poor suckers ☕"
X Link @InvestiBrew 2025-10-15T02:20Z 3750 followers, XX engagements

"Been across Europe for most of 2025 For every one $TSLA vehicle I see (rare) I pretty much see X $BYDDF I've had the chance to drive both and let me tell you BYD is kicking Tesla's butt in pretty much every metric Buffett liked it for a reason ☕"
X Link @InvestiBrew 2025-09-08T13:28Z 3750 followers, XXX engagements

"A few institutions had built positions in $INTC right before the $NVDA $X billion stake Coincidence We'll never know What I do know is that my idea-generation system had flagged it as a buy at $XX just a few days before the news Same thing happened with $AAP $BA $RKT and many others In today's world being an investor won't pay unless you have size Trading is your only real chance But Only if you approach it seriously Tomorrow's newsletter can help you with that Link in bio ☕"
X Link @InvestiBrew 2025-09-22T23:06Z 3750 followers, XXX engagements

"If housing doesnt crash wheres the alpha Start with power AI racks = XXX homes of load now XXX by 2027 Outcome: operating costs climb NOI climbs REIT dividend yields (cap-rate proxy) stay elevated even with home prices sticky Positioning: - $EQR (4.4%) for acquisition optionality at XX% cap rates - $CPT (4.1%) for Sunbelt demand beta Macro frame = 19742019: Fed cuts into sticky X% inflation and $SPY $QQQ all-time highs favors real assets over richly priced financials Im also screening grid enablers like $SMR and $BE as near-term bridges More in this morning's newsletter Link in bio ☕"
X Link @InvestiBrew 2025-10-08T11:58Z 3746 followers, XXX engagements

"@thexcapitalist Cap rates are too high on properties right now Which makes me wonder the type of deals we will get in REITs when this happens Watching $EQR $CPT $O ☕"
X Link @InvestiBrew 2025-10-09T13:10Z 3746 followers, XXX engagements

"@MikeZaccardi Energy $XLE is such a great risk/reward here It should also be an indication that the markets arent buying into the current GDP growth numbers Real economy is in recession ☕"
X Link @InvestiBrew 2025-10-12T13:39Z 3749 followers, XXX engagements

"$XLV Healthcare is now dirt cheap Here are three names I like (in order of how risky they are): - $ISRG - $HIMS - $LLY These could 5x your portfolio in the coming years if you build a play around them properly Hedge them with $XLK comms like $CRM and others going ex-growth and you're golden ☕"
X Link @InvestiBrew 2025-09-27T18:26Z 3749 followers, XXX engagements

"Evercore analysts downgrade homebuilders in the $XHB space - $DHI down X% - $TOL down XXX% - $KBH down XXX% - $PHM down XXX% Just last Friday we initiated our short coverage on the space after an unexpected PMI shift Building permits & starts in the toilet cap rates still too high to start building out ☕"
X Link @InvestiBrew 2025-10-07T21:05Z 3750 followers, XXX engagements

"I've always liked $CHWY as a business Recently BC Partners (PE firm) exited $XXX million worth of the company Which management gladly bought back at $XXXXX per share This $XXX million is now exposed to 15%+ ROIC rates If $SPY $QQQ rotation accelerates with $VIX seasonality this stock could be a massive target I'd like to see it at $XX Now $XXXX ☕"
X Link @InvestiBrew 2025-09-27T16:48Z 3750 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 @InvestiBrew 2025-09-24T22:07Z 3749 followers, 1190 engagements

"So I guess now we know why $DXY was starting to rally along $TLT $TNX bonds $SPY $QQQ stocks closed down nearly X% on Trump tariff announcement Ill leave you guys with a little Vol analysis shortly ☕"
X Link @InvestiBrew 2025-10-10T20:02Z 3750 followers, 1399 engagements

"China seems to have chickened out first this time it seems Could be a good setup for Monday on risk assets $SPY $QQQ should react nicely $BTC Bitcoin back above $110k on the news ☕"
X Link @InvestiBrew 2025-10-12T03:59Z 3746 followers, XXX engagements

"@thexcapitalist Just posted about this subject in our newsletter this morning $FLNC $SMR $BE are going to outperform most likely Goldman predicts by 2027 one single data center will draw as much power as XXX U.S. homes Not looking good for electricity bills ☕"
X Link @InvestiBrew 2025-10-08T11:18Z 3747 followers, 3102 engagements

"@i3_invest This divergence shows a broken relationship between $GC gold and $CL crude oil Especially as $IVE / $IVW spreads also decoupled from oil prices Meaning markets arent buying this growth story today ☕"
X Link @InvestiBrew 2025-10-13T20:51Z 3750 followers, 1643 engagements