[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@LumidaWealth Avatar @LumidaWealth Lumida Wealth Management

Several major companies are investing heavily in AI technology, including Salesforce, which is investing $XX billion over five years to expand its AI campus and incubator programs in San Francisco. Other companies, such as Brookfield, Workday, and Microsoft, are also making significant investments in AI infrastructure and innovation. Additionally, tech giants like TSMC and Oracle are seeing significant growth and benefits from their AI-related businesses.

Engagements: XXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence finance XXXX% stocks XXXX% technology brands XXXX% cryptocurrencies XXX% countries XXX% automotive brands XXXX% travel destinations XXXX% exchanges XXXX% social networks XXXX% celebrities XXXX%

Social topic influence china 0.74%, infrastructure #2678, tariffs #1498, investment #5034, open ai 0.41%, salesforce #386, $carts #1, $nvda #2401, cuts #1710, chips #1036

Top accounts mentioned or mentioned by @ramahluwalia @elonmusk @secscottbessent @unchainedpod @bgurley @stevenehrlich @altcap @darioamodei @zoink @peterthiel @bg2pod @noelleinmadrid @caitlinlong @virtufinancial @bobeunlimited @foofightfred @campbelljaustin @howardlutnick @jpmorgan @kantrowitz

Top assets mentioned Salesforce Inc (CRM) NVIDIA Corp. (NVDA) Instacart (CART) Microsoft Corp. (MSFT) Bitcoin (BTC) Ethereum (ETH) Goldman Sachs (GS) Amazon.com, Inc. (AMZN) Dash (DASH) Costco Wholesale Corporation (COST) Walmart, Inc. (WMT) Strategy (MSTR) Bloom Energy Corporation (BE) Brookfield Asset Management Inc (BAM) Solana (SOL) Viking Holdings Ltd (VIK) GammaSwap (GS) SPX6900 (SPX) KKR & Co, Inc. (KKR) Apollo Global Management, Inc. (APO) Royal Gold Inc (RGLD) Blackstone, Inc. (BX) AutoCrypto (AU2) Alphabet Inc Class A (GOOGL) CoreWeave, Inc. (CRWV) PepsiCo, Inc. (PEP) Basis Cash (BAC) HSBC Holdings PLC (HSBC)

Top Social Posts #

Top posts by engagements in the last XX hours

"@VirtuFinancial 2/ Founded in 2008 by Vincent Viola a former NYMEX chairman Virtu started with one idea: build machines that never sleep. Its algorithms execute trades across thousands of securities in milliseconds profiting on tiny spreads that add up fast"
X Link @LumidaWealth 2025-10-15T23:02Z 6606 followers, XX engagements

"Metaplanets market value has fallen below the value of its Bitcoin holdings. The Tokyo-listed firm holds about 30000 BTC ($3.4B) but trades at a discount to its crypto balance sheet. The mNAV is at 0.99x today- at its June high the mNAV was at 8x. $MSTR isn't looking any good either. It has lost XX% in last 3M. The correlation with $BTC is weakening. Do you expect some @saylor magic"
X Link @LumidaWealth 2025-10-14T11:30Z 6608 followers, XXX engagements

"@VirtuFinancial 3/ When @VirtuFinancial went public in 2015 it became one of the first high frequency trading firms to open its books to Wall Street. The IPO valued Virtu at $XXX billion and offered a rare glimpse into the economics of algorithmic trading"
X Link @LumidaWealth 2025-10-15T23:02Z 6607 followers, XX engagements

"BROOKFIELD JUST SIGNED A $X BILLION CHECK Brookfield will invest up to $X billion in Bloom Energy to deploy fuel cells powering AI and hyper scale data centres. Each unit can supply up to XXX MW of clean energy on site reducing grid strain and carbon emissions. The deal links AI infrastructure with decarbonised energy production at industrial scale. $BAM $BE"
X Link @LumidaWealth 2025-10-14T13:03Z 6607 followers, XXX engagements

"AI WILL BE ABLE TO SELL YOU ANYTHING Salesforce just launched Agentforce XXX a global AI platform built into its CRM Slack and Service Cloud tools. It connects humans bots and data to automate sales service and marketing workflows. Over 12000 companies including Reddit and Adecco are already using it"
X Link @LumidaWealth 2025-10-14T11:02Z 6605 followers, XXX engagements

"@VirtuFinancial 5/ Over time Virtu evolved from pure HFT to a broader market making and execution platform serving asset managers brokers and ETFs. Its systems became the backbone of modern trading linking buyers and sellers across global markets"
X Link @LumidaWealth 2025-10-15T23:02Z 6608 followers, XX engagements

"NVIDIAS CASH MACHINE AND THE CIRCULAR DEMAND RISK $NVDA isnt a leveraged story. Its a cash machine on track to generate roughly $XXX billion in free cash over the next few years. Using a small slice of that to invest in AI companies like xAI or OpenAI isnt concerning. Those firms could raise capital anywhere. The risk arises when funding becomes self-dealing as a chipmaker invests in a company that can only afford to buy its chips due to that investment. Thats not organic demand. Its a circular demand. Nvidias balance sheet can handle it today. But as the AI boom moves down the risk curve to"
X Link @LumidaWealth 2025-10-15T10:51Z 6606 followers, XXX engagements

"5/ Oracles newly appointed dual CEOs publicly made the case for the companys outsized AI capex program asserting that a full-stack applied AI ecosystem will convert hyperscale investments into durable enterprise revenue"
X Link @LumidaWealth 2025-10-15T11:16Z 6607 followers, XX engagements

"Markets are forward-looking. Tariffs matter for small biz not the S&P heavyweights. DATs have been a bubble sure but theyre still pumping spot $ETH/ $SOL. The real story: record earnings growth rising productivity and broad AI adoption. Thats the late-90s internet vibe all over again"
X Link @LumidaWealth 2025-10-02T17:36Z 6608 followers, XXX engagements

"ALPHASENSE JUST BOUGHT AN AI TOOL BUILT FOR EXCEL AlphaSense acquired Carousel a Y Combinatorbacked startup that builds AI copilots for spreadsheets. The deal strengthens AlphaSenses grip on financial research automation and analyst productivity. The firm has raised $770M+ from Goldman Sachs and Viking Global as it expands deeper into AI driven finance"
X Link @LumidaWealth 2025-10-08T11:30Z 6605 followers, XXX engagements

"GOLDMAN SACHS JUST DROPPED THEIR Q4 PLAYBOOK $GS expects the $SPX to hit 6600 by year-end. Top trade ideas by GS: buy alt asset managers like $KKR $BX $APO and miners like $AU and $RGLD. Why They're pricing in X Fed rate cuts and rising demand for non-equity income"
X Link @LumidaWealth 2025-09-09T14:03Z 6607 followers, XXX engagements

"1/ Daily News Round-Up: - Google to invest $9B expanding AI infrastructure in South Carolina - Samsung posts strongest profit in X years on AI chip boom - Fire at Novelis plant forces Ford to halt truck SUV production - Salesforce pledges $15B for AI innovation in San Francisco - China retaliates with Hanwha-linked shipping sanctions"
X Link @LumidaWealth 2025-10-14T10:37Z 6607 followers, XXX engagements

"4/ A devastating fire at Novelis aluminum plant a key supplier for the U.S. auto industry has forced Ford to temporarily cut production of several truck and SUV models"
X Link @LumidaWealth 2025-10-14T10:37Z 6607 followers, XX engagements

"3/ Workday announced a XXX million investment to build an AI innovation center in Dublin adding XXX specialized AI jobs"
X Link @LumidaWealth 2025-10-15T11:16Z 6608 followers, XX engagements

"To win the volume race exchanges kept raising the leverage bar. Speculators got dopamine. The system has fragility. And when a black-swan hits even the safest trades drown in forced liquidations"
X Link @LumidaWealth 2025-10-14T09:01Z 6608 followers, XX engagements

"CoreWeave disclosed that NVIDIA must purchase any compute they cant sell. Its a clever way to secure liquidity and mask slowdowns. Investors may never know when real AI demand turns into NVIDIAs own buying. $NVDA $CRWV"
X Link @LumidaWealth 2025-10-15T10:51Z 6607 followers, XXX engagements

"PEPSICO OUTPERFORMS ON PROFITS BUT LOSES VOLUME Pepsico posted Q3 EPS of $XXXX vs. $XXXX expected on $23.94B revenue. Organic growth was just XXX% as food and beverage volumes each declined 1%. Pepsi Foods North America volumes fell X% beverages down X% offset by global pricing. Walmart U.S. CFO Steve Schmitt will replace Pepsis retiring CFO Jamie Caulfield in November.S. $PEP"
X Link @LumidaWealth 2025-10-10T15:04Z 6607 followers, XXX engagements

"2/ TSMC delivered another record quarter with profit up XX% YoY and revenue up XX% YoY supported by unrelenting demand for AI and high-performance compute chips"
X Link @LumidaWealth 2025-10-16T10:27Z 6607 followers, XX engagements

"$BAC is up X% post Q3 earnings. The results were a double beat and it signals economic strength. Revenue was $XXXX Bn in Q3 vs XXXXX Bn estimated. EPS rose to XXXX vs XXXX. NII was $XXXX billion up X% driven by Global Markets activity fixed-rate asset repricing and higher deposit and loan balances. Average deposits were $XXX billion up XX% from pre-pandemic levels. Credit charge-off reduced to XXXX% from 3.8%. For details on earnings view @LumidaEarnings"
X Link @LumidaWealth 2025-10-15T14:26Z 6607 followers, XXX engagements

"$HSBC MADE A MISTAKE THEY DON'T REALIZE YET HSBC has launched a bid to take Hang Seng Bank private offering HK$155 per share in cash. It is a premium of about 30%33%. With a XX% stake already HSBC values HSB at approximately HK$290B ($37B)"
X Link @LumidaWealth 2025-10-09T14:15Z 6609 followers, XXX engagements

"OPENAIS CINEMATIC AI VIDEO PLATFORM FINDS ITS FIRST PARTNER Invideo joined $OpenAI as the inaugural partner for Sora X enabling cinematic AI video creation. The integration brings generative video tools to millions of creators and marketing teams. It marks OpenAIs first commercial expansion beyond ChatGPT and DALLE"
X Link @LumidaWealth 2025-10-10T18:43Z 6607 followers, XXX engagements

"THE MYTH OF THE DEBASEMENT TRADE Everyones calling this a debasement trade. But if you look at the data USD/JPY and DXY the dollar isnt collapsing. Its strengthening. Whats really happening isnt about currency debasement. Its an asset revaluation driven by momentum falling rates and animal spirits. Narratives spark rallies. Fundamentals sustain them. Right now its momentum doing the heavy lifting. Here are some highlights from the recent episode by @bitsandbips @Steven_Ehrlich @CampbellJAustin @ramahluwalia @joshua_j_lim @laurashin"
X Link @LumidaWealth 2025-10-08T16:13Z 6606 followers, 3478 engagements

"Are investors underestimating $CART Instacart leads the online grocery market with a share of XXXX% and the share has increased over X quarters. U.S. online grocery penetration is still only XX% so the TAM is massive $AMZN and $DASH pose risks but is the downside priced in Let's find out"
X Link @LumidaWealth 2025-10-01T11:41Z 6604 followers, XXX engagements

"ETSY MAKES IT TO NYSE Etsy began trading on the New York Stock Exchange under its same ticker $ETSY. The platform hosts over X million sellers and XX million active buyers powering $13B+ in annual gross merchandise sales. Etsys visibility has strengthened among institutional investors as it aims to reignite growth after pandemic era highs. $ETSY"
X Link @LumidaWealth 2025-10-13T12:02Z 6607 followers, XXX engagements

"2/ Experiences arent saving it. Travel names: airlines hotels cruise lines booking sites held up through summer but are now off X% since Sept. Both stuff and experiences are softening suggesting the consumer slowdown is broader than it looks"
X Link @LumidaWealth 2025-10-13T16:30Z 6606 followers, XXX engagements

"2/ Aritzia delivered a strong second quarter driven by rapid expansion in the U.S. market where revenue grew 41%"
X Link @LumidaWealth 2025-10-10T11:02Z 6608 followers, XX engagements

"We call it tokenization but its really just securitization. The trick isnt tech; its the framework. Banks already have exemptions. As stablecoins hollow out small banks the survivors will be niche specialized bridges: matching risk dollars and tokenized assets across worlds"
X Link @LumidaWealth 2025-10-02T17:36Z 6608 followers, XXX engagements

"DATABRICKS BACKS NEXT GEN AI FOUNDERS Databricks launched a new accelerator to fund early stage AI startups. The program aims to drive new applications across enterprise data and infrastructure AI making way for fresh deal flow in the U.S. AI ecosystem"
X Link @LumidaWealth 2025-10-13T16:03Z 6609 followers, XXX engagements

"1/ Daily News Round-Up: - TSMC profit jumps XX% YoY on relentless AI chip demand - Foxconn met OpenAIs Sam Altman plans talks with Nvidias Jensen Huang - Trump team plans IRS overhaul to target left-leaning groups donors - Bessent hints at extended China tariff truce over rare-earth curbs - JPMorgan-private credit clash after cockroach remark sparks tensions"
X Link @LumidaWealth 2025-10-16T10:27Z 6607 followers, XXX engagements

"3/ Foxconns Chairman Young Liu told local media the company hosted OpenAIs CEO Sam Altman to discuss potential collaborations and plans to meet Nvidias CEO Jensen Huang later this month"
X Link @LumidaWealth 2025-10-16T10:27Z 6606 followers, XX engagements

"4/ According to reporting the Trump administration is advancing a plan to reorient IRS-CI toward more aggressive criminal inquiries into left-leaning organizations and high-profile Democratic donors"
X Link @LumidaWealth 2025-10-16T10:27Z 6607 followers, XX engagements

"2/ Datacenters are designing on-site power plants: natural gas turbines fuel cells and even small modular reactors. OpenAI and Oracles Stargate project in West Texas is a case study. Its expected to consume hundreds of megawatts enough to power hundreds of thousands of homes. To guarantee uptime the site includes its own natural-gas generation capacity. Elon Musks xAI has done something similar in Memphis pairing data centers with dedicated gas turbines"
X Link @LumidaWealth 2025-10-16T18:05Z 6608 followers, XX engagements

"Restaurants are losing $CMG $SHAK $CAVA and $SG are all negative in 1M & 3M. The Reason: Rate Cuts Now you might wonder why rate cuts which are supposed to drive demand are resulting in the opposite. We solve this mystery in this week's newsletter:"
X Link @LumidaWealth 2025-10-05T20:30Z 6605 followers, XXX engagements

"DATA INFRASTRUCTURE GETS A $XXX M AI MERGER Data infrastructure firms Fivetran and dbt Labs are merging in an all stock deal. The combined company will generate $XXX M in annual revenue and serve 8000+ enterprise clients. It aims to unify data pipelines and analytics to power AI workloads. Backers include a16z and Sequoia"
X Link @LumidaWealth 2025-10-15T14:45Z 6607 followers, XXX engagements

"THE FIRST CRYPTO NATIVE REGULATOR MIGHT BE ON THE WAY The White House plans to nominate Mike Selig Chief Counsel of the SEC Crypto Task Force as Chair of the CFTC. He would oversee derivatives stable coins and DeFi policy amid calls for clearer digital-asset rules. Seligs appointment could align the SEC and CFTC on crypto oversight for the first time. $BTC $ETH"
X Link @LumidaWealth 2025-10-14T15:03Z 6608 followers, XXX engagements

"Bitcoins bid isnt just American its global. Japans new PM just signaled run it hot fiscal policy. Gold ripped first now Bitcoins following "the classic debasement trade." If fiat is falling all hard assets rise. Were in a bull market but far from euphoria"
X Link @LumidaWealth 2025-10-08T16:13Z 6604 followers, XXX engagements

"YOURE ABOUT TO SHOP THROUGH CHATGPT Walmart is partnering with OpenAI to launch AI first shopping across Walmart and Sams Club. Customers will soon complete purchases directly inside ChatGPT using Instant Checkout. The system learns plans and predicts anticipating needs before customers do. Walmart says AI has already cut product catalog timelines by XX weeks and customer care resolution times by 40%. $MSFT"
X Link @LumidaWealth 2025-10-15T12:02Z 6607 followers, XXX engagements

"There was a time when Wall Streets fastest traders were hidden behind closed doors. One firm decided to show the world how speed could move markets. @VirtuFinancialturned milliseconds into a Billion dollar empire"
X Link @LumidaWealth 2025-10-15T23:02Z 6608 followers, XXX engagements

"HEWLETT PACKARD ENTERPRISE FACES STATE CHALLENGE OVER $14B JUNIPER DEAL The $XX billion acquisition of Juniper Networks is now under review by multiple U.S. states led by Colorados Attorney General. The Department of Justice cleared the deal earlier this year under conditions requiring technology licensing and asset divestitures. State regulators argue the merger could limit competition in networking hardware critical for AI and cloud infrastructure. This could delay closing of one of the largest U.S. tech mergers of 2025. $HPE"
X Link @LumidaWealth 2025-10-16T14:48Z 6608 followers, XXX engagements

"AI GENERATES DATA FASTER THAN CHIPS CAN STORE IT Toshiba has validated 12-disk stacking technology to build XX TB hard drives by 2027. The design raises storage density and cuts cost per terabyte for AI and hyper scale data centres. Global data centre storage demand is rising XX% per year and HDD innovation is catching up. Toshibas breakthrough extends the physics limit of mechanical storage once again. $TOSYY"
X Link @LumidaWealth 2025-10-14T17:03Z 6606 followers, XXX engagements

"Bring Your Own Power AI data centers are now so desperate for electricity that theyre quietly building their own power plants. Each new AI model means another warehouse of chips that draw as much power as a small city. But in many regions especially Texas Virginia and Ohio the grid is already maxed out. Connecting a new data center can take X to XX years. So tech firms have stopped waiting. Instead of begging utilities for power theyre becoming utilities"
X Link @LumidaWealth 2025-10-16T18:05Z 6607 followers, XXX engagements

"2/ What is $CART Instacart (Maplebear Inc.) runs the leading online grocery marketplace in North America and Canada. It connects households to grocers via app & web. The company also provides retail-media ads (28% of revenue) and SaaS tech (smart carts Connected Stores FoodStorm)"
X Link @LumidaWealth 2025-10-01T11:41Z 6607 followers, XXX engagements

"When you describe recent AI-era deals to ChatGPT without providing names it recognizes them as Enron-like. Circular revenues non-normal transactions opaque accounting. Different technology same red flags"
X Link @LumidaWealth 2025-10-15T10:51Z 6607 followers, XX engagements

"5/ Salesforce announced a $XX billion investment plan to boost AI innovation in its hometown of San Francisco"
X Link @LumidaWealth 2025-10-14T10:37Z 6607 followers, XX engagements

"8/ Amid a protracted government shutdown President Trump escalated executive actionsmass firings unilateral fund transfers including $X billion to cover military payroll targeted freezes on infrastructure in Democratic-leaning states and plans to terminate programs favored by Democratswhile publicly blaming the opposition"
X Link @LumidaWealth 2025-10-15T11:16Z 6607 followers, XX engagements

"Perps were built for hedging. But in a liquidity crunch they amplify volatility. ADL wiped out shorts oracles chased spoofed prices and spreads went ghost. If youre not holding spot youre not really hedged. @yq_acc"
X Link @LumidaWealth 2025-10-14T09:01Z 6607 followers, XX engagements

"@VirtuFinancial 4/ At its peak Virtu reported losing money on just one trading day over five years a record that stunned even industry veterans. That consistency came from technology not speculation. By using data and speed to balance markets when volatility spiked"
X Link @LumidaWealth 2025-10-15T23:02Z 6607 followers, XX engagements

"FARADAY FUTURE LANDS 1000 EV DEAL Faraday signed a deposit agreement with ZEVO for 1000 FX Super One MPVs. The company ramps limited production in California and works to stabilise cash flow after years of delays and financing hurdles. $FFIE"
X Link @LumidaWealth 2025-10-13T15:03Z 6606 followers, XXX engagements

"Interviewer: Just as President Trump clinched a major peace deal China announced new restrictions on rare earth minerals. @SecScottBessent: It could be a distraction from a weak Chinese economy. It could be an attempt to gain leverage before Trump and Xi meet in October. Or it could be both"
X Link @LumidaWealth 2025-10-14T09:40Z 6607 followers, XXX engagements

"5/ Costco experienced strong sales growth in September and early October driven by solid performance across its global markets and a significant boost in digitally-enabled sales"
X Link @LumidaWealth 2025-10-09T11:15Z 6609 followers, XX engagements

"THE $X TRILLION AI BUILDOUT Over the next five years roughly $X trillion in AI infrastructure is expected to be built about XX gigawatts of new data center capacity. For context Nvidias sell-side forecast calls for revenue to rise from $200B this year to $350B by 2029 equivalent to XX gigawatts of compute today growing to around X by decades end. Jensen Huang says the risk of a chip glut is near zero in the next few years. The hyperscalers with the deepest balance sheets on earth are still in the middle of building the backbone for their core AI workloads. $NVDA @altcap @bgurley @BG2Pod"
X Link @LumidaWealth 2025-10-15T11:22Z 6607 followers, XXX engagements

"AI FINTECH STARTUP CAMPFIRE RAISES $65M Campfire a San Francisco based fintech company using AI to automate accounting and ERP systems raised $XX million in Series B funding co led by Accel and Ribbit Capital. The company raised its Series A just months earlier bringing total funding to over $XXX million. Campfires software uses AI agents to reconcile transactions forecast cash flow and manage compliance for mid-market firms"
X Link @LumidaWealth 2025-10-16T17:51Z 6607 followers, XXX engagements

"$JPM Q3 Transcript Tells Us The Consumer Story Jamie Dimon CEO: Consumers and small businesses remain resilient" "Our credit metrics including early-stage delinquencies remain stable and slightly better than expected. JPM's EPS was $XXXX in Q3 up from $XXXX in 2024 beating consensus of $XXXX. Revenue improved X% to $XXXXX billion ahead of the expected $XXXXX Bn. The infographic is sourced from LumidaAI - stay tuned for the launch"
X Link @LumidaWealth 2025-10-15T15:30Z 6607 followers, XXX engagements

"4/ $CART's Tailwinds (1): Category Growth U.S. online grocery spend hit $11.2B in Aug25 (+14% Y/Y). Delivery continues to gain share. With penetration still XX% the TAM remains under-developed. CART has been gaining share for X straight quarters positioning it as the key beneficiary"
X Link @LumidaWealth 2025-10-01T11:41Z 6609 followers, XXX engagements

"WHAT BANK EARNINGS TELL US ABOUT THE ECONOMY Bank earnings are a cheat code for reading the real economy. The data is clear: the consumer is healthy spending is steady and the banking system is strong. Wealth management and investment banking are expanding. JP Morgan hit an all-time high of $XXX T in client assets. Refi activity and M&A pipelines are building again. The RECESSION narrative doesnt match the fundamentals. Strong productivity double-digit earnings growth and the AI-driven efficiency boom are showing up in real numbers not headlines. Even as social media amplifies fear data"
X Link @LumidaWealth 2025-10-16T16:20Z 6608 followers, XXX engagements

"6/ Rio Tinto reported steady iron-ore shipments in Q3 despite earlier weather-related setbacks"
X Link @LumidaWealth 2025-10-14T10:37Z 6609 followers, XX engagements

"1/ $FICO just rewired the mortgage market. Lenders can now bypass Equifax Experian and TransUnion to get scores directly from FICO. Heres why this matters (and why bureau stocks tanked) 👇"
X Link @LumidaWealth 2025-10-03T13:15Z 6607 followers, XXX engagements

"6/ $CART'sTailwinds (3): Platform Beyond Delivery Instacart isnt just delivery. Its evolving into a grocery-tech provider: - Caper smart carts - Connected Stores - FoodStorm (fresh counters) - Carrot Ads & loyalty integrations These deepen retailer ties improve stickiness and diversify revenue streams"
X Link @LumidaWealth 2025-10-01T11:41Z 6608 followers, XXX engagements

"GM BETS EARLY WINS BIG ON RARE EARTHS $GMs 2021 investment in U.S.made rare earth magnets is paying off as China tightens export controls. This secured partnerships with $MP and VAC for domestic supply of EV motor components. Analysts say GM looks like a genius today as rivals remain exposed to Beijings tightening policy"
X Link @LumidaWealth 2025-10-13T11:02Z 6608 followers, XXX engagements

"THE BIGGEST AI INVESTMENT IN SAN FRANCISCO HISTORY JUST LANDED Salesforce is investing $XX billion over five years to expand its AI campus and incubator programs in San Francisco. The plan creates thousands of AI jobs and anchors the city as Salesforces global R&D centre. It builds on the companys push to embed AI across every enterprise workflow. This places San Francisco as the epicentre of enterprise AI development. $CRM"
X Link @LumidaWealth 2025-10-14T12:02Z 6607 followers, XXX engagements

"1/ Daily News Round-Up: - Trump escalates feud with Chicago leaders amid Guard deployments - China tightens rare-earth export controls amid U.S. tensions - Microsoft pushes deeper into AI healthcare with Harvard deal - Netflix brings gaming to TVs using phones as controllers - Trump exempts generics from new pharma tariffs - Costco sales surge on global strength & digital growth"
X Link @LumidaWealth 2025-10-10T11:02Z 6606 followers, XXX engagements

"2/ We also have similar insights from $C Q3 transcript: "The U.S. continues to be a pace setter driven by consistent consumer spending as well as tech investments in AI and data centers." "Consumers are being very discerning in terms of how they spend." "The spend increase that we've seen is largely in branded that is from the higher income consumers." "I feel comfortable with where we are and where our consumers are trending.""
X Link @LumidaWealth 2025-10-15T15:30Z 6607 followers, XXX engagements

"The consumer pulse is fading. An equal-weighted basket of $WMT $TGT $COST $BJ $DG $DLTR $FIVE is down XX% since June. $SPY gained X% during the time. Mass-market spending is clearly under pressure - a stark divergence from headline strength"
X Link @LumidaWealth 2025-10-13T16:30Z 6609 followers, XXX engagements

"7/ Microsoft and Nscale a 2024 spinout from a crypto miner focused on renting AI chips announced a Texas facility slated for Q3 2026 with up to XXX MW and roughly 104000 Nvidia GB300s"
X Link @LumidaWealth 2025-10-15T11:16Z 6606 followers, XX engagements

"Stablecoins or Tokenized Deposits- Jane Fraser has made the choice Theres an overfocus on stablecoins." "We see tokenized deposits as delivering what the client needs and this is an area that we've invested in most heavily". "Stablecoins got more friction because of the on-off ramp". "It's got more friction because of the tax the accounting the AML these are the requirements that our tokenized deposit capabilities avoid". $C"
X Link @LumidaWealth 2025-10-15T16:05Z 6608 followers, XXX engagements

"How Social Media Changed Investing Forever Join us on Non Consensus Investing as we sit down with Eric Jackson founder of EMJ Capital. From spotting early winners like Carvana and Opendoor to navigating the meme stock frenzy @ericjackson shares how social media has reshaped the way investors trade connect and build conviction. Dont miss this deep dive into markets tech and the power of community-driven investing"
X Link @LumidaWealth 2025-10-16T17:22Z 6608 followers, XXX engagements

"5/ $CART's Tailwinds (2): Retail Media Flywheel Ads are now XX% of revenue at very high gross margins. CPG brands are shifting budgets to retail-media networks. Commerce ad spend is projected to reach $4B by 2027. This lifts profitability and improves lifetime value of customers & retailers"
X Link @LumidaWealth 2025-10-01T11:41Z 6609 followers, XXX engagements

"4/ After months of debate the administration decided against tariffs on generic drugs citing concerns about consumer impact and the economics of production"
X Link @LumidaWealth 2025-10-09T11:15Z 6607 followers, XX engagements

"JAMIE DIMON: "HOPE FOR THE BEST PLAN FOR THE WORST 'Were in a bull market. Asset prices are high credit spreads are tight and the consumer still looks solid; jobs remain the anchor. But inflation may not fall as quickly as people expect. Government spending keeps the economy strong but its also inflationary. A recession in 2026 Its possible not inevitable.'"
X Link @LumidaWealth 2025-10-10T14:20Z 6605 followers, XXX engagements

"BITCOIN MINER SHIFTS TO AI Core Scientific is pivoting from crypto mining to high performance computing ahead of its CoreWeave acquisition. This leverages its XXX MW+ data centre footprint to meet surging AI infrastructure demand across the U.S. $CORZ"
X Link @LumidaWealth 2025-10-13T14:03Z 6607 followers, XXX engagements

"Don't forget to read this week's Ledger. Click below to Subscribe"
X Link @LumidaWealth 2025-10-14T13:03Z 6607 followers, XXX engagements

"Fridays flush wasnt fear it was fuel. Whales sold into strength retail got shaken out and smart money soaked the dip. Big liquidations often mark the end of panic not the start"
X Link @LumidaWealth 2025-10-14T09:01Z 6607 followers, XXX engagements

"Does silver go higher from here Silver just broke $50/oz its first record since 1980. A historic short squeeze has left the market scrambling for physical supply. Lease rates are spiking and USLondon price spreads are at multi-decade extremes. At the same time industrial demand is rising. Silver is critical for solar panels semiconductors and AI hardware. Tariffs inflation and energy demand are macro supports. Silver looks bullish in the long term"
X Link @LumidaWealth 2025-10-14T17:04Z 6607 followers, XXX engagements

"5/ Bessent opened the door to a longer tariff pause in exchange for China backing off expansive rare-earth export controls that would require approvals for products containing even trace amounts of China-origin rare earths"
X Link @LumidaWealth 2025-10-16T10:27Z 6608 followers, XX engagements

"1/ Daily News Round-Up: - China tightens rare-earth curbs sanctions U.S. firms as Trump mulls XXX% tariffs - Trump threatens to halt cooking-oil trade in soybean retaliation - ASML orders surge 2x amid global AI spending frenzy - Oracles new co-CEOs defend aggressive AI data center push - Microsoft Nscale partner on 240MW Texas AI facility - Workday invests 175M in Dublin AI innovation hub"
X Link @LumidaWealth 2025-10-15T11:16Z 6607 followers, XXX engagements

"Can DocuGPT replace $DOCU On Sept 29th OpenAI announced DocuGPT and Docusign's stock went circling downwards. It dipped XX% on 30th and X% more in next two days. But did the market over-react DocuGPT based on the release is supposed to help read the fine print and make contracts 'Queryable'. Does it hurt Docusign Probably not Docusign generates XX% of its revenue through e-signatures. It's profitable cash generating and asset-light - X standouts in any business model"
X Link @LumidaWealth 2025-10-07T16:30Z 6608 followers, XXX engagements

"2/ Jane Fraser (CEO- Citibank) on tokenization: "In the future clients are going to want solutions that seamlessly offer financing securities issuance and settlement." "You can imagine oil equities this is going to go much more broader and we will be providing that as part of our toolkit." "And it's really terrific that the regulators are now letting us innovate in a responsible way." The tokenization race is getting interesting. Proud to shape the debate when it was non-consensus🥹"
X Link @LumidaWealth 2025-10-15T16:05Z 6608 followers, XXX engagements

"Leverage always looks safe until everyone unwinds at once. Friday showed that perpetual swaps arent risk-free instruments. Theyre built on counterparty confidence and confidence vanished overnight"
X Link @LumidaWealth 2025-10-14T09:01Z 6607 followers, XX engagements

"3/ However selective positioning within consumer names has still worked. $DAL had exciting Q3 result indicating high future demand. Real wages are increasing which suggest consumer demand will continue growing. Sell-offs like these create buying opportunities. View our newsletter to see what names we favor:"
X Link @LumidaWealth 2025-10-13T16:30Z 6608 followers, XXX engagements

"Is The U.S. Economy Shock-Proof Since the two-month recession in 2020 the US economy has faced shocks one after another: -Pandemic aftereffects -Supply-chain snarls -Inflation spike -The steepest Fed tightening in decades -Tariffs -And now even a shutdown Can it survive the new shocks or is the long-feared recession finally here Read in this week's newsletter: @ramahluwalia"
X Link @LumidaWealth 2025-10-11T17:02Z 6605 followers, XXX engagements

"3/ Hows $CART's growth Q225 performance highlights: - Revenue: $914M (+11% Y/Y) - Orders: 82.7M (+17% Y/Y) - Gross Transaction Value (GTV): $9.08B (+11% Y/Y) - Adj. EBITDA: $262M (+26% Y/Y) - Net Income (GAAP): $116M (+90% Y/Y) Management anticipates GTV between $XXX billion and $XXXX billion a YoY growth of X% to 10%. These numbers tell a good story"
X Link @LumidaWealth 2025-10-01T11:41Z 6607 followers, XX engagements

"Consumer credit came in weak. Total credit (ex-mortgages) rose $1B in Aug vs $14B expected. Revolving (cards): $6.0B MoM Non-revolving (installment): +$6.3B MoM This confirms strong retail sales werent driven by borrowing"
X Link @LumidaWealth 2025-10-08T16:59Z 6606 followers, XXX engagements

"7/ In April 2024 Ibotta went public on the NYSE under ticker $IBTA. Shares surged XX% on debut valuing the company at $3.5B. Investors took note: here was a founder led profitable scaled business in a market starved of IPOs"
X Link @LumidaWealth 2025-09-24T16:03Z 6608 followers, XX engagements

"7/ However $CART also has some headwinds coming its way. Risks to Watch - $AMZN: expanding free same-day grocery delivery to 2300+ cities. - $WMT: leveraging store network + Walmart+. - $DASH + $KR partnership may hit incremental market share"
X Link @LumidaWealth 2025-10-01T11:41Z 6608 followers, XXX engagements

"2/ China tightened export controls on rare earths and sanctioned U.S. units of South Koreas Hanwha Ocean while the U.S. threatened XXX% tariffs from Nov. 1"
X Link @LumidaWealth 2025-10-15T11:16Z 6607 followers, XX engagements

"Consensus: +6% S&P earnings. Reality: +12% last quarter. Investors are pricing fear not fundamentals. Recession talk recession. If earnings beat again S&P 7000 by year-end isnt crazy"
X Link @LumidaWealth 2025-10-08T16:13Z 6607 followers, XX engagements

"6/ President Trump posted that the U.S. is considering halting cooking-oil trade with China framing it as retaliation for Chinas avoidance of U.S. soybean purchases which he called economically hostile"
X Link @LumidaWealth 2025-10-15T11:16Z 6608 followers, XX engagements

"8/ $CART's metrics are starting to indicate undervaluation. - P/E NTM: XXXX (Lowest Levels in 3Y) - P/CF: XXXX (Lowest in 3Y) - FCF Yield: X% (Highest Levels in 3Y)"
X Link @LumidaWealth 2025-10-01T11:41Z 6608 followers, XX engagements