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@LordPos3idon Avatar @LordPos3idon LordPos3idon

LordPos3idon posts on X about $spx, spx, $nq, $btc the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Followers: XXX #

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Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXXX% countries XXXXX% automotive brands XXXX% celebrities XXXX% currencies XXXX% exchanges XXXX% gaming XXXX%

Social topic influence $spx #189, spx #286, $nq #25, $btc #747, $tlt #14, $dxy #11, $vix #38, china 8.06%, stocks 7.53%, vix XXXX%

Top accounts mentioned or mentioned by @yieldsearcher @zanjacquref @rtnba @zachlowenba @offshorehodl @rainman420420 @monetarycomm @bozorgmard22 @zerohedge @jbulltard1 @troybmcdonald @blockstreetxyz @worldlibertyfi @matthewmorgan23 @merlinscapital @tradfidiguy @zijingwu @nopeitslily @realjimchanos @thecoincritic

Top assets mentioned SPX6900 (SPX) Bitcoin (BTC) Vixco (VIX) SPDR GOLD ETF (GLD) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Alibaba Group (BABA) Super Micro Computer, Inc. Common Stock (SMCI) Amazon.com, Inc. (AMZN) GrabCoinClub (GC) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Metadium (META) Advanced Micro Devices (AMD) XRP (XRP) Warner Bros Discovery, Inc. (WBD) Block, Inc. (XYZ) Robinhood Markets, Inc. (HOOD) Ethereum (ETH) Solana (SOL) Netflix Inc (NFLX) Strategy (MSTR) Walmart, Inc. (WMT) Apple, Inc. (AAPL) PumpBTC (Governance token) (PUMP) PayPal Holdings Inc (PYPL) UnitedHealth Group (UNH) Archer Aviation Inc. (ACHR)

Top Social Posts #


Top posts by engagements in the last XX hours

"RIP Jake Gyllenhaal gave his life for this performance and it truly was a masterpiece"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 20:36:11 UTC XXX followers, XXX engagements

"$META $NVDA $TSLA $APPL $MSFT $AMZN $GOOG $SPX $NQ When Zuckerberg changed the companies named to META during late October 2021. A few months before market topped and then in 2022.well we remember the 2022 slow train wreck that was markets. Remember all that money Zuck plowed into Reality Labs. BILLIONS of DOLLARS were being poured into it. Then in 2022 he had to say on an earnings call that Reality Labs may not provide results until 2030 Reality Labs since 2020 has a more than $60B operating loss And look whats happening now. History doesnt repeat but it rhymes Im tactically bearish for next"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 05:56:01 UTC XXX followers, XXX engagements

"$SPX $NQ $BTC $VIX $AMZN $GOOG I got VIX call spreads $25/30 for August monthly expiration I got a lot caaaaashhad a good yeaaaaar Im looking for DISCOUNTS in Mag7 and CHINA Momo meltdown Momo meltdown Momo meltdown"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-24 03:09:44 UTC XXX followers, XXX engagements

"$WTI $BRENT is a Long ($75 to $80ish roughly for both) $TLT ZN ZB SHORTS $EURUSD (Yeah I know shut up its temporary) $SPX $NQ $BTC Neutral to tactically Short $DXY $USDJPY Long $GC $GDX $GLD Short This my tactical call for next few weeks until Mag X reports earnings. Israel & Yemen going tit for tat is not a good sign. As Ive been saying Khamenei (many) men wish death upon him. He is toast he knows it. But some escalation has to take place to take him out. It might be starting to pop off again. Large Volatility pops like what occurred in April tend to linger and reemerge to a smaller degree a"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-08 04:00:07 UTC XXX followers, XXX engagements

"Got $BABA OTM options for September and January 2026. Had to do it man despite my short term momo meltdown bias for $SPX. Its just time man Im not going to get cute with it. Still have a lot of cash left but still have my equity position and now added options on top of it. And if the dip happens then thats when Ill really go in and get more stock Putin talking about possibly meeting Trump in Beijing like say whaaaaaat Despite all my geopolitical takes I dont even know what to make of such a comment. Shit is getting spicy and accelerating under the surface with regard to the developments"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 20:57:21 UTC XXX followers, XXX engagements

"$TLT $SPX $NQ $PLTR $CRCL $HOOD Keep betting on inflation please. Macro regime is going to go from running hot with good inflation and good growth to going into goldilocks with solid growth and disinflation. This will lead to momentum unwind as growths toggle in inflation gets switched off. Market will then focus on Mag7 QUALITY NAMES. You need to sell the junk memes names there time is done. Lock in profits and hold cash n wait for dip to get Mag7 & Chinese names"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 21:52:26 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, 1334 engagements

"@yieldsearcher Thanks for the shout out my brother you the man"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-25 18:26:21 UTC XXX followers, XX engagements

"Yeah this can get a MP Materials or Fannir Mae type big ass one day random pop out of nowhere play. Thats how I always saw it but how do you time that. I has intc in early June and just sold it for AMD. Wanted to play the AI meta with a high beta laggard and INTC was not that so I sold it. The big pop is coming but the question is when"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-26 00:56:01 UTC XXX followers, XXX engagements

"$XRP $SOL $BTC $ETH Faaaaacts Although I also trade crypto asides from my main holdings with a group of friends. This alt season has been crazy lol. Weve been riding some Base tokens that have been going straight stupid lol. Been long anything to do with the Base platform (Coinbase L1). You really need somebody in the trenches for real to have an edge in smaller cap cryptos. I dont really have the bandwidth to cover the small cap crypto it really requires your full attention there is no room for macro in that space really. Thats why teamwork is critical. My goal is to make money with my boys"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-26 00:47:38 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, 1061 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, 3851 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

"$WTI $BRENT $USDJPY $BTC $SPX $TLT Getting the fuck out of these long oil and gopher trade cause this BTC price action looking ugly. Going to take a flier here and short SPX (ES) and long ZB"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-25 03:46:09 UTC XXX followers, XXX engagements

"πŸ˜‚πŸ˜‚ that was my narrative to go long in June. Said this market was going to grind higher with vol suppression. as real vol coming down from April Tariff selloff would get all the systematics flows coming into play and would be the main driver as we hit peak buyback blackout window. Said dispersion was going to cause this market to grind up. Gotta admit it lasted longer than I expected but caught all of this up move with my port. Starting to fear a momentum selloff though but itll be the ultimate buy the dip for final leg if it selloff does happen. Holding some cash and got some VIX for"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-25 00:53:33 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

"$WTI $BRENT And ya think that the OPEC news to bar Western media outlets was random Western media plus IEA & EIA have been working together to suppress the price of oil through narrative & shoddy data (we need to make our government organization that collect data great again. All of them continue to lose their integrity) for years now. Also Ive discussed peak shale EIA & IEA have always had beyond optimistic with their forecast for when Shale patches would peak. But when you take the aforementioned into account can they be trusted Of course they would want to make it seem like the Shale patch"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 18:20:12 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, 4609 engagements

"$SPX $NQ $BTC $APPL $TSLA $NVDA $META $MSFT $AMZN $GOOG $VIX Im telling ya this market is going to be annoying. Going nowhere If your an unbiased trader then this is your environment. If you an investor in stock then go on vaca. If you see a big dip dont worry BUY IT. Headline is going to make your mind go numb your going to a bunch of stupid ass takes laced with emotions that will seep into your subconscious all from dudes who dont know wtf they talking about who are farming engagement & who are using X as their own Psychiatrist couch to unload all their fears and insecurities about the"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-08 20:43:32 UTC XXX followers, 2152 engagements

"I sold a few weeks ago at $XXX. Down 10%. I was riding the narrative thematic play of its FSD and AI. Once I saw FSD day was a DUD and that he was throwing a temper tantrum on Trump b/c his EV life line was rescinded I jumped off ship. These earnings were uglyyyyyyy Still higher than when I got it but retail is the only thing keeping this afloat and they are about to abandon ship very soon. He has no cards left and that XAI merger aint coming this year its coming but not yet"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-24 00:24:26 UTC XXX followers, 1240 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, 1845 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, 2762 engagements

"That def sucks but I think the synergy AI unlocks for search can more than make up for this short fall plus the bigger play is the AI services its cloud can provide for customers. I think Gemini is coming for Chatgpts apps lunch also so Google has many avenues to make up for that possible impending safari news"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 22:43:24 UTC XXX followers, XX engagements

"@monetarycomm Excellent point on productivity delaying the reckoning"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-25 03:10:39 UTC XXX followers, XX engagements

"$SPX $NQ $BTC $MSTR $DXY $TLT ZN ZB $USDJPY $EURUSD $GDX $GC $GLD $GOOG $AMZN $TSLA $NVDA $APPL $META $MSFT $WMT πŸ˜‚πŸ˜‚πŸ˜‚ 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

"$BTC πŸ˜‚πŸ˜‚πŸ˜‚ Yooo guys this dude who had the foresight and patience to hold BTC for a long time to make $9B is an idiot for selling now Unbelievable Internet takes are undefeated Im still long despite seeing short term turbulence but euphoria is starting to enter the denial stage as BTC consolidates while whales have been exiting in the interim. Whales were buying when crypto was low and they sell when it is high theyre not stupid theyre WHALES for a reason. Rather than question the motivations of a de facto proven investor (became a whale) the immediate reaction is to dismiss it and mock it."
@LordPos3idon Avatar @LordPos3idon on X 2025-07-26 04:39:15 UTC XXX followers, XXX engagements

"$SPX $TLT If this shit continues this is how traders are going to feel at the US open πŸ˜‚ Straight into the heat of battle"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-25 04:02:06 UTC XXX followers, XXX engagements

"Yeah a Brazil and China partnership is very real. Might low key become one of their strongest allies in the long run especially economically"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-25 04:35:17 UTC XXX followers, XXX engagements

"$GOOG $NQ I told yaaaaaaa search was going to grow and it is only starting. Not in Goog waiting for momo meltdown but I am watching it like a HAWK This stock is going to end the year on a monster run and be the number ONE Mag X returner"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 22:32:02 UTC XXX followers, XXX engagements

"$TLT $SPX $DXY $GLD $GDX $NQ 2018-2019 REDUX REPOCALYPSE XXX -But excess liquidity right But do you understand how it works You think things are easy Financial conditions indexes are too simplistic very coinciding indicators. Good for confirmation bias. Its so easy guys just track dollar going down and M2 going up how can people underperform the index -Been laying out what is coming but I sound crazy but ima keep posting the people ya respect to verify what Ive been saying. Been calling for Q4 Q1 2026 repo trouble to come down the line Look at stock markets at aths you fool everybody is"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-24 01:45:03 UTC XXX followers, XXX 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

"@bozorg_mard22 Gemini has 400M users so it confirms that they are going to be competitive as an App. The google brand name behind an LLM I think there is strength in having brand power especially if the technology is on par with competitors if not better"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-25 04:52:10 UTC XXX followers, XX engagements

"People are so worried about fiscal spend globally and inflation that they are buying Italian bonds. Foreigners are so worried about fiscal in the US that they are disregarding the large fiscal package from Germany (which made bund yields sky rocket) that they are investing in Italian Bonds. The spread between Italian bonds and German Bunds is very LOW. Who here thinks Italy has a similar fiscal profile to German If you think asset prices reflect the current economy or future expectations than you are DE FACTO saying you believe in efficient markets"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 21:47:22 UTC XXX followers, XXX engagements

"$WTI $BRENT Not bad not bad at all. Still long but getting out for now well see what Sunday look like"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 19:37:03 UTC XXX followers, XXX 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 $BTC $APPL $AMZN $META $MSFT $TSLA $GOOG $NVDA $VIX $WTI $BRENT $DXY The only bull actually quantifying the risk in a tactical level. Immediate interim the long run. Multiple gears of the machine I lay it out all. Been laying out the case for the coming selloff religiously. They dont understand why we are going up and they wont understand why we go down. BTC hit my upper level & SPX is close to it. Get ready to BUY THE DIP THOUGH. Mag7 Earnings are going to smack it out the park as other sectors start showing some signs of stress from tariffs. VIXpiration OPEX next week. Weekend"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-10 20:26:18 UTC XXX followers, 1138 engagements

"$TLT $GDX $GC $GLD When the Fed cuts rates long bonds are going to go DOWN peeps along with Gold. Yields havent done jack shit all year basically flat Gold has topped since April it might tap kiss at a new high but it is going doooooown by end of year. We break under $3k but thatll be a mega buy the dip opportunity. We had insane tariff rates all year with constant push and pull we had a BIBLICAL war with Iran/Israel where the US BOMBED IRANS NUCLEAR FACILITIES WWIII fears Striat of Hormuz fears DOGE failed at cutting deficit BBB passed and sparked even more deficit fears JGBs been exploding"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-25 02:56:36 UTC XXX followers, 1499 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, 2051 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, 1101 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 πŸ˜‚) 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

"I think a lot of business front ran tariff deadlines since start of the year as deadlines kept being pushed back business went on to pull even more forward demand in so thats why employment has been good and inflation a little sticky (in goods and services). But the leading indicator for goods inflation which is transport & warehouse inflation has been coming down. In fact every metric tried to the entire exporting process of goods is down and has been for a few months already. In terms of service inflation this can remain sticky for a little longer as its going to be hard for labor market to"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-24 22:45:18 UTC XXX followers, XX engagements

"$BTC $SPX $TLT $DXY Pump Fun brutal selloff may have been the canary in the coal mine if this is the start of the momo meltdown. Pump was going crazy early in this recovery rally and now its a dead bird. Add this with retail names such as $OSCR crashing along with mega cap earnings beat not being rewarded with robust price action to the upside Still early and when vol expands in can whipsaw in both directions but things are getting"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-25 04:09:05 UTC XXX followers, XXX 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

"$SPX $VIX The bar was low yet none of these companies that beat really moved up much now did they Dispersion can be a bitch for active managers. Things appear stretched earnings confirming resilient economic environment yet market appears to be running out of gas. This grind up is SPX is due to it being attracted to strong gamma levels at 6400. Thats why Real Vol has been low and why the market has been steadily climbing steadily squeezing shorts steadily eking out all it can from the momentum push from mid June onward. No positive catalyst is going to move this market too much option"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-25 05:58:37 UTC XXX followers, XXX 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, 2755 engagements

"@yieldsearcher @troybmcdonald Very very cheap. Index or VIX though single stock puts are relatively expensive"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-24 19:43:02 UTC XXX followers, XXX engagements

"$BTC $SPX $NQ $VIX $DXY UH OHHHH IN MY EYE πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚ Momo meltdown πŸ‘ Momo meltdown πŸ‘ Momo meltdown πŸ‘ 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

"$BTC $ETH $SOL $XRP $XYZ $PYPL This is that Trump stablecoin company I was talking about. Think this puppy is going to ruuuun. I play the macro and liquidity cycles not here pumping the fundamentals of this like a zealot. You know what you sign up for when dealing with a Trump product. Thesis is simple I think that the main meta for crypto is going around anything dealing with stablecoins and projects that are stablecoin adjacent. I dont think it is defi season at all. The AAVE COMP Convex or any of the rehypothecated wrapper coins anything outside of Hyperliquid I dont think will do well"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-26 04:23:01 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, 1160 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, 1425 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, 1374 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

"$TLT $DXY $SPX So young people cant afford homes & their new homes.ummmm yeah their cars people live in cars now more people than you think chose to live in cara are seeing major problems. Wages going down. Student loans back buy now pay later loans and you think the consumer is healthy Because their gig economy jobs is not showing up in unemployment and employment numbers. Your nowcast is not what you think it is. Forward expectations are based on liquidity conditions & liquidity conditions is not what you think it is. Funding markets are getting tight and when they get tight they give the"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 22:23:22 UTC XXX followers, XXX engagements

"$TLT $SPX $NQ Fiscal Quantitative Tightening Fraud is fiscal QE when that is pulled back fiscal is tighter than it appears deficit rising b/c of tax cuts/loss of revenue and more debt repayments spending is not inflationary. Deficit rising because of bond repayment is the ultimate Ouroboros money eating itself. Yeah income holders get more money these income holders are RICH. This further instigates the dynamics of the K Shape economy so yes for a while the rich can prop up the economy with their spending but eventually the other XX% of the population MATTERS. Look at Rolex prices or luxury"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-24 00:48:44 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

"You crushed it all day today with your coverage on PPI. You provided so much nuance especially with how the Wests PPI is geared towards services while RoW is geared towards trade/inputs. I mean that was a nugget How the barrier to entry for tariffs affecting goods is high. Great work as usual bro"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 05:58:41 UTC XXX followers, XXX engagements

"It would cause BTC to sell off but as long as stables arent sold or converted into the underlying US Treasury bonds then it wont impact bonds much nor dollar if anything dollar would rise more when BTC gets sold for it. This would most likely effect all alts also but it all depends on the magnitude of the selling and the underlying macro and liquidity factors. But in a vacuum btc price would go down dollars go up & bonds go up. Assuming when you say sell btc into dollars you mean sell btc for stables"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-11 21:12:28 UTC XXX followers, XX engagements

"AI is going to create jobs for the smart people who adapt though"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-24 22:17:42 UTC XXX followers, XXX engagements

"$UNH $WMT $GOOG $AMZN $WBD $BABA $SMCI Are stocks Im looking to scoop up after the momo meltdown. They think the blow off top will continue for growth stocks thats where we differ. I think the final blow off top will be led by Mag X growth will reawaken at the end of this final leg higher but with much less strength then we are witnessing now. Healthcare stocks will be a pain trade as interest rates fall. Mag X quality will get bid think Goog becomes Mag X leader by end of year and Amzn will be a close second. And Warner Bros is an idiosyncratic value play that I think can give me some"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-24 20:48:00 UTC XXX followers, 1192 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 πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚ 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, 1922 engagements

"Lol the consumer the people πŸ˜‚πŸ˜‚πŸ˜‚ So no forgiveness on their student loan debt and they cant get jobs And millennials cant get homes So millennials treat their cars as homes But they are becoming delinquent on their auto loans And Millennials have no self control and engage in impulse buying b/c of lack of home and family formation so they engage in hedonistic consumer services and order Doordash for a Mcdonalds thats a few blocks away b/c why not What else am I gonna use this disposable income that is actually collateralized with debt for A home And wages are going down Millennials are"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-24 03:36:07 UTC XXX followers, XXX engagements

"Fed officials are gradually shifting their arguments now to favor rate cuts where before they were looking for any data point that maintained the inflation narrative. With inflation starting to slip Fed officials have run out of wiggle room. Jackson Hole is going to he an EVENT"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 04:33:05 UTC XXX followers, XXX engagements

"For all this talk about weak dollar the dollar is still way above the levels it was at in the early 2000s. Getting off of LIBOR and onto SOFR changed the game and is why we saw Dollar strengthen so much during taper tantrum in 2014. Dollar is still strong despite this years selloff. There is no world after Genius act where crypto rallies without dollar appreciation. Their faiths are directly tied to one another now. Crypto is NOTHING without stablecoins and stablecoin will now be dominated by dollars. I also believe we are on the cusp of productivity changing technology and I think we are"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 21:30:45 UTC XXX followers, XX 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

"$GOOG $SPX Said it was going to crush earnings but stock was already rallying going into earnings. These earnings reactions in stocks have been uneventful to say the least. IBM beat earnings and is down many such stories and this is with a LOW EARNINGS BAR. I thought momo meltdown would happen before mag7 reported and that their great earning would propel the rotation shift Ive been calling for in equities where we go from growth to quality. But option oversupply kept forcing SPX to grind to 6400. Even after OPEX more option flow came in to give support to the upside preventing unclenching"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 22:07:50 UTC XXX followers, 3949 engagements

"$DXY $TLT $SPX $GLD $GDX Ya still think Mar a Lago accord didnt happen Ya think Dollar tanked so hard b/c of tariffs. So market perfectly priced in tariff threat to start the year but was caught completely off guard in April Does that make sense No it doesnt Remember the Shanghai accord in 2016 Of course not It was just a rumor right Rice Inflation is down that shit is coming down and so are JGBs. Said JGBs would top at conclusion of the election. Trade deal between both countries surprised me but regardless we are past the election so we will see if this is the top for JGBs. The BoJ owns the"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-24 01:15:52 UTC XXX followers, 1196 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, 3060 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, 1275 engagements

"$SMCI $BABA $NVDA $AMD $INTC AI in China is better than the USs thats a fact idc what anybody from the West tells you. They have absolutely zero idea about what they are talking about. SMCI has the AI Cloud Server cooling systems but it is also the direct pipeline for Nvidia chips into China. Everybody trying to play the value game in Intel is going to get burned. AMD & SMCI are primed to take advantage of the continuing evolution of AI. There is a dtente emerging between the West & China. You need to get into Chinese equities yesterday all that dogshit Hood and Palantir run is over for now."
@LordPos3idon Avatar @LordPos3idon on X 2025-07-24 22:33:18 UTC XXX followers, XXX 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

"$AMD $SMCI $ACHR $XRP $BABA $VIX Since I took most my profits on all these names except BABA as Im up only XX% on that $SPX has moved up about a X% yet all these stocks havent made new highs. Traders of SPX NQ and indexes in general are doing great but what about portfolio guys Dispersion is INSANE BREADTH HORRIBLE only the junkiest of junk is rallying. This is a painful market. Headlines of Euphoria are only being shared by a few LOUD VOICES. Most people are in pain and there is even dispersion within retail/meme favorites which means a good portion of those stocks are getting CRUSHED. Most"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 20:45:04 UTC XXX followers, XXX engagements

"$TLT $SPX $NQ $BTC $DXY $GDX $GLD $VIX Ya see that year again right 2019 The parallels between to then & now is striking This is an accelerated version of 2018 (VIXplosion Xmas Eve Massacre) & 2019 (REPOCALYPSE Conks already giving you the warnings of this coming down the pike) Global M2 was proliferating then just like now and yet economy was only chugging along not recession but a grind down deflation occurring a goldilocks setting & what manifested was an UNFORESEEN FUNDING TIGHTNESS and then eventually covid but I believe we would have crashed as well without covid although not as"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-24 18:22:30 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

"@Rainman420420 @RTNBA @ZachLowe_NBA Hes going to put on a show this year and shut up the doubters. I already laid out his shotting stats compared to DBook. Basically the same except Booker was starting right as a rookie. Cam had to sit behind Kyrie Harden"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 20:30:43 UTC XXX followers, XXX engagements

"$TLT $DXY PEOPLE ARE SO WORRIED ABOUT FISCAL AND INFLATION THAT THEY ARE BUYING GREEK BONDSSSSSSS GLOBAL CARRY TRADE SQUEEZES LOOK LIKE GREEN SHOOTS FULL BLOWN REFLATION UNTIL IT DOESNT"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-23 21:54:06 UTC XXX followers, XXX engagements

"$VIX You know you can still be long and get some protection right You want protection when you need it Then youll pay a premium You want protection when you dont need it Then youll pay a discount The risk reward to play a sharp fast and violent pullback is looking lovely right now and the conditions are setting up perfectly. Melt ups lead to melt downs and they are unexpected when they occur. You want to get cute and time it go ahead but if you are up so much what does it cost you to get some CHEAP CHEAP CHEAP HEDGES You wanna be right Or do you want to be prudent & actually manage risk"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-24 19:59:13 UTC XXX followers, XXX engagements

"$DXY $USDJPY $EURUSD $EURCNY So Europe is catching the deflation from China already Who knew I mean EURCNY who even looks or post about that pair"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-17 04:01:56 UTC XXX followers, XXX engagements

"$UNH wait until it drops more b/everybody parroting buying this dip. Its very intriguing but its not time yet. Beware of the dead cat bounce. When value guys start licking their chops that means another drop is coming. They arent wrong but early"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-25 23:25:25 UTC XXX followers, XXX engagements

"Devin Booker who cant sniff playoffs without CP3 Devin Booker who broke above XX% fg after X years starting Cam at XX% in his SECOND YEAR STARTING getting minutes. Dude learned from Harden Kyrie and KD who AL COSIGNED HIS ABILITY. You think this guy didnt learn from them goats Ya gonna see what my boy does this year"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-18 20:16:11 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, XXX engagements

"$SPX $NQ $BTC $DXY $GDX $GC $GLD $DXY $TLT $TSLA $APPL $AMZN $MSFT $META $GOOG $NVDA July Seasonality is strong b/c it is the midpoint in the year so people chase who were underallocated. Nobody is going to chase from here though idc how low positioning is. Options are oversupplied on both tails limiting big moves in either direction. Peak buyback blackout window. Peak Summer low volume everybody on vacation. Uncertainty on Feds path Jackson Hole is not until August (this one is going to be BIG theyre usually duds). Every big economic report this month is already well hedged for. Big earnings"
@LordPos3idon Avatar @LordPos3idon on X 2025-07-09 07:05:47 UTC XXX followers, 1444 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 πŸ’΅πŸ’ΆπŸ’·πŸ’΄πŸ’΄πŸ’·πŸ’ΆπŸ’΅πŸ’΅πŸ’ΆπŸ’·πŸ’΄πŸ’΄πŸ’· 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 πŸ˜‚πŸ˜‚πŸ˜‚πŸ˜‚ 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