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@LumidaWealth Avatar @LumidaWealth Lumida Wealth Management

Lumida Wealth Management's recent activities are not specified in the provided context. However, major financial institutions and companies are making significant moves in the market, such as HSBC's bid to take Hang Seng Bank private and Visa's support for stablecoins. Additionally, there are notable developments in the AI and tech sectors, including NVIDIA's AI factory in Germany and Amazon's lawsuit against Perplexity AI.

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% cryptocurrencies XXXX% countries XXXX% exchanges #4763 social networks XXXX% agencies XXXX% celebrities XXXX%

Social topic influence ai 10.3%, open ai #2731, meta 3.03%, federal reserve #894, ceo 2.42%, investment 2.42%, $pep #407, to the 1.82%, warner bros #1812, food XXXX%

Top accounts mentioned or mentioned by @ramahluwalia @saylor @ericjackson @bitsandbips @perkinscr97 @campbelljaustin @laurashin @darioamodei @gavinsbaker @davidgeorge83 @a16z @carvana @natbrunell @krugermacro @joerogan @nvidia @davidsacks @ericjacksons @ak_ethermachine @mikedebreda

Top assets mentioned PepsiCo, Inc. (PEP) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) SPDR S&P XXX ETF Trust (SPY) Carvana Co. (CVNA) Kellanova (K) Sandisk Corporation Common Stock (SNDK) CRH Public Limited Company (CRH) Comfort Systems USA, Inc. (FIX) LKQ Corporation (LKQ) SOLLENSYS CORP (SOLS) Ares Protocol (ARES) Interpublic Group of Companies Inc (IPG) Mohawk Industries, Inc. (MHK) Docusign Inc (DOCU) Intercontinental Exchange Inc (ICE) Meta Platforms, Inc. (META) Bitcoin (BTC) Disc Medicine, Inc. Common Stock (IRON) Better Home & Finance Holding Company Class A Common Stock (BETR) Cipher Mining Inc. Common Stock (CIFR) Hut X Mining Corp. (HUT) NVIDIA Corp. (NVDA)

Top Social Posts

Top posts by engagements in the last XX hours

"Should You Buy The Latest Addition To $SPY Since late November multiple changes to the S&P XXX have been announced: Sandisk ( $SNDK ) replaced Interpublic Group ( $IPG ) on Nov XX Dec 22: Carvana ( $CVNA ) CRH ( $CRH ) Comfort Systems ( $FIX ) will replace $LKQ $SOLS $MHK Dec 11: $ARES will replace Kellanova ( $K ) Across XXX additions over the last XX years: +35% average gain in the year before joining the S&P XXX Only +9.6% average gain in the year after"
X Link 2025-12-10T14:36Z 6826 followers, XXX engagements

"What Does Stanley Druckenmiller See In $DOCU 13F filings show Druck has taken a new position in Docusign. The stock is trading at its lowest prices since June. The valuation metrics have dropped to their lowest with FCF yield at XXX% and P/E NTM at XX. We analyze $DOCU and Druckenmiller's other positions in today's newsletter. Subscribe so you don't miss it:"
X Link 2025-11-16T14:30Z 6824 followers, 1433 engagements

"WHY AI WILL SOON RUN ON ALMOST ZERO ENERGY Jensen Huang explained the math behind why AI will soon run everywhere without draining power on a recent episode with @joerogan. For decades Moore's Law cut computing costs in half every year. Over five years that's a 10x drop. Over ten years 100x. Over twenty years 10000x. That's why your laptop today uses just a few watts while a 1984 desktop was slow heavy and power-hungry. Now @nvidia has pushed that even further with accelerated computing. Over the last decade alone they've improved computing performance by roughly 100000 times. Imagine if your"
X Link 2025-12-03T21:45Z 6822 followers, 1575 engagements

"1/ Daily News Round-Up: - Chinas exports soar XXX% in November beating forecasts - Netflix buys Warner Bros. for $72B expanding content - Trump tackles soaring beef prices with advisory meeting - WPP raises 2025 ad spend forecast driven by AI and tariffs - Robinhood enters Indonesia with local brokerage acquisitions"
X Link 2025-12-08T11:59Z 6823 followers, XXX engagements

"6/ Sam Altman CEO of OpenAI has made headlines by exploring a potential deal to take over Stoke Space a startup aiming to develop a reusable rocket system to rival Elon Musks SpaceX"
X Link 2025-12-08T11:59Z 6825 followers, XX engagements

"7/ With the December XX deadline for the XX% federal tax credit on solar installations fast approaching homeowners are rushing to install solar panels and batteries to take advantage of the incentive before it expires"
X Link 2025-12-08T11:59Z 6823 followers, XX engagements

"8/ Robinhood Markets Inc. announced that it will enter the Indonesian market by acquiring two local brokerages: PT Buana Capital Sekuritas and PT Pedagang Aset Kripto"
X Link 2025-12-08T11:59Z 6823 followers, XX engagements

"POST ELECTION SECTOR PERFORMANCE Following the October blue sweep market behavior shows sector rotation patterns. Healthcare stocks have been the biggest sector performer since the elections. First Solar (FSLR) has strengthened along with daycare service providers including Bright Horizons (BFAM) rising from post election lows"
X Link 2025-12-08T13:02Z 6824 followers, XXX engagements

"There's a dilemma in AI growth. "Economic value is uncertain and data center builds take time." Companies risk overextending by either underestimating computing needs or overinvesting. Timing is key; missteps can have serious consequences"
X Link 2025-12-08T15:47Z 6825 followers, XX engagements

"Lasers move faster in vacuum than in fiber so satellites can move data more efficiently than Earth racks. Link them in orbit and you get lower latency lower cost and no cooling burden. When your phone connects directly to space the AI experience transforms"
X Link 2025-12-09T21:27Z 6823 followers, XX engagements

"AI didnt advance in 2024 because of bigger models; it advanced because reasoning filled an 18-month hardware gap. Post-training with verified rewards and test-time compute became new scaling laws. They let progress continue even without Blackwell or new TPUs"
X Link 2025-12-09T21:27Z 6823 followers, XX engagements

"7/ Intercontinental Exchange the parent of the New York Stock Exchange disclosed that more than half of its institutional clients are interested in accessing prediction-market data via its new partnership with crypto-based betting platform Polymarket"
X Link 2025-12-10T12:13Z 6823 followers, XX engagements

"8/ European regulators have opened an investigation into Googles rollout of AI Overviews and AI Mode to determine whether the company imposed unfair terms on publishers and content creators"
X Link 2025-12-10T12:13Z 6825 followers, XX engagements

"META SHIFTS AWAY FROM METAVERSE Meta Platforms plans budget cuts to its metaverse division for 2026 shifting spending toward AI wearables. The decision marks a departure from Mark Zuckerberg's 2021 vision when the company rebranded from Facebook to Meta. The Reality Labs division has recorded operating losses exceeding $XX billion since 2020"
X Link 2025-12-05T12:02Z 6827 followers, XXX engagements

"A Meta spokeswoman stated: "Within our overall Reality Labs portfolio we are shifting some of our investment from metaverse toward AI glasses and wearables given the momentum there." Meta's Ray Ban AI glasses have sold over X million pairs with production capacity expected to expand to XX million pairs annually by end of 2026"
X Link 2025-12-05T12:02Z 6827 followers, XX engagements

"THE DEFI GAP If stablecoins move globally and peer-to-peer why are we still regulating them as if nine intermediaries handle every transaction DeFi flips the model: the technology is neutral; people create the risk. Stablecoin issuers KYC the first holder; after that responsibility lies with the user. Legacy rules werent built for internet-native markets where intermediaries simply vanish. The real innovation is this: for the first time in history two strangers can lend and transact securely without a middleman. Here are key takeaways from the recent episode by @bitsandbips with @ramahluwalia"
X Link 2025-12-10T20:47Z 6827 followers, XXX engagements

"FEDERAL RESERVE DECEMBER CUT The Federal Reserve cut interest rates by a quarter point on Wednesday the third consecutive cut and sixth since September 2024 reducing the key overnight lending rate by XXXX percentage points total. Central bank officials projected just one rate cut for next year. The Dow gained XXX points (1.05%) S&P XXX rose XXXX% closing near a record high Nasdaq gained 0.33%"
X Link 2025-12-11T12:02Z 6827 followers, XXX engagements

"President Trump called the quarter-point cut "rather small" stating it "could have been doubled at least doubled." Federal Reserve Governor Stephen Miran was the only committee member to vote for a half-point cut. Trump indicated a litmus test for new Fed chair would be immediate rate lowering"
X Link 2025-12-11T12:02Z 6826 followers, XXX engagements

"@ericjackson's $1M allocation would look like this. XX% to Bitcoin. XX% to smaller high conviction coins. XX% to overlooked stocks with five-year disruption potential. XX% to steady compounders that grow slowly but reliably"
X Link 2025-12-02T13:02Z 6827 followers, 8232 engagements

"Eric Jackson is hunting eight potential 100x names. Top picks include $IRON $CIFR $HUT $BETR and $SANA. He sees $IRON falling from about $XX to the $40s as noise on the path to a possible $XXX target"
X Link 2025-12-02T13:02Z 6827 followers, 3042 engagements

"1/ Daily News Round-Up: - OpenAI in code red as Gemini Anthropic pressure mounts - Trump greenlights Nvidia H200 chip exportswith XX% U.S. cut - Paramount launches $77.9B hostile bid for Warner Bros. - PepsiCo to cut costs lower food prices under Elliott deal - CFTC okays crypto as collateral in derivatives trades"
X Link 2025-12-09T11:51Z 6825 followers, XXX engagements

"2/ OpenAI CEO Sam Altman has declared a code red in response to mounting competitive pressure particularly from Googles Gemini models and rising enterprise rival Anthropic"
X Link 2025-12-09T11:51Z 6826 followers, XX engagements

"3/ President Trump announced that the U.S. will allow Nvidia to export its H200 AI chip to approved customers in China while requiring the company to pay the U.S. government XX% of revenue from those sales"
X Link 2025-12-09T11:51Z 6825 followers, XX engagements

"5/ PepsiCo reached an agreement with activist investor Elliott Investment Management to implement broad cost-cutting measures and reduce food prices amid weakening U.S. consumer demand"
X Link 2025-12-09T11:51Z 6825 followers, XX engagements

"6/ Paramount launched a $XXXX billion hostile takeover bid for Warner Bros. Discovery offering $XX per share in cashsignificantly higher than Netflixs agreed-upon $XXXXX per share in its $XX billion cash-and-stock deal"
X Link 2025-12-09T11:51Z 6825 followers, XX engagements

"8/ Less than a year after President Trump issued an executive order halting all new federal approvals for wind projects a US District Court judge struck down the directive as unlawful"
X Link 2025-12-09T11:51Z 6825 followers, XX engagements

"9/ The Commodity Futures Trading Commission approved a pilot initiative allowing several digital assetsBitcoin Ether and USDCto be used as collateral for derivatives trades across futures brokers swap participants and clearinghouses"
X Link 2025-12-09T11:51Z 6825 followers, XXX engagements

"Nvidias Blackwell shift wasnt a chip update it was an infrastructure rebuild. - Racks tripled in weight. - Power demand quadrupled. - Air cooling became liquid cooling. Thats why real Blackwell deployment only started in recent months. $NVDA"
X Link 2025-12-09T21:27Z 6823 followers, XX engagements

"GB300 slots into GB200 racks with no rebuild making low-cost token production widely accessible. Once others can match Google on cost Google cant justify running AI at negative margins to starve competitors. The cost advantage and the strategy are about to shift"
X Link 2025-12-09T21:27Z 6822 followers, XX engagements

"1/ Daily News Round-Up: - Wall St. revives $10B+ debt-fueled mega deals in 2025 - Nvidia warns Trump on patchwork AI laws urges federal rules - Trump begins final Fed chair interviews Warsh leads list - Fed set for 3rd straight rate cut as pause debate grows - EU opens probe into Googles AI rollout over fairness concerns"
X Link 2025-12-10T12:13Z 6826 followers, XXX engagements

"2/ A surge of debt-fueled mergers has returned to Wall Street with 2025 marking a record year for mega deals valued above $XX billion"
X Link 2025-12-10T12:13Z 6824 followers, XX engagements

"3/ At a November Oval Office meeting Nvidia CEO Jensen Huang warned President Trump that a growing patchwork of state-level AI lawsparticularly from Californiathreatens U.S. leadership in artificial intelligence"
X Link 2025-12-10T12:13Z 6825 followers, XX engagements

"4/ President Trump is preparing to conduct the final round of interviews for the next Federal Reserve chair beginning with former Fed governor Kevin Warsh"
X Link 2025-12-10T12:13Z 6826 followers, XX engagements

"6/ A new phase is beginning for global income investors as the Federal Reserve prepares to cut rates again"
X Link 2025-12-10T12:13Z 6825 followers, XX engagements

"9/ The Federal Reserve is widely expected to deliver another interest-rate cut at todays meeting the third in a row and part of a XXX percentage point easing cycle over XX months"
X Link 2025-12-10T12:13Z 6825 followers, XXX engagements

"MICHAEL BURRY ON FANNIE MAE AND FEDDIE MAC Michael Burry disclosed large personal positions in Fannie Mae and Freddie Mac common stock publishing a detailed blog post arguing the government sponsored enterprises are approaching a long-awaited IPO after years under federal conservatorship. Shares of both companies jumped approximately X% Monday and are up approximately XX% since late November"
X Link 2025-12-10T14:04Z 6826 followers, XXX engagements

"Burry believes a relisting/IPO is "nearly upon us" but only if Washington relaxes capital rules and scales back its ownership claim. He warns that without government concessions current common shares are "worthless." The path requires regulatory political and capital structure changes"
X Link 2025-12-10T14:04Z 6827 followers, XXX engagements

"PepsiCo projects 2026 organic revenue growth of 2%-4% and expects to hit the upper end of that range by late next year. The deal allows PepsiCo to avoid a costly activist showdown with Elliott now a $X billion shareholder continuing to work collaboratively. Elliott takes no board seats but maintains influence"
X Link 2025-12-10T15:02Z 6824 followers, XX engagements

"Citadel doesnt care about crypto until it touches equities. Incumbents want the current market structure preserved because it works for them. But with XX% of $100M+ U.S. companies still private the real problem is access"
X Link 2025-12-10T20:47Z 6825 followers, XXX engagements

"@ramahluwalia: "Bitcoins forming higher lows and holding up well after recent liquidations. I dont see a quick break above 125k its still a sell-rallies market. And a hawkish Fed cut with only one more expected in April wouldnt help crypto momentum.""
X Link 2025-12-10T21:11Z 6825 followers, XXX engagements

"Fed Chair Jerome Powell stated: "I don't think that a rate hike is anybody's base case at this point. We are well positioned to wait to see how the economy evolves." Powell sounded "very upbeat on productivity and growth including AI effects along with the general step up in productivity in growth in recent years" according to Evercore ISI"
X Link 2025-12-11T12:02Z 6826 followers, XX engagements

"Despite a fivefold increase in bookings to $523B and continued wins in AI workloads for OpenAI TikTok and Meta investors reacted negatively to rising cost profile heavy debt use and extended timelines converting infrastructure investment into revenue. The quarter included $2.7B pretax gain from sale of Oracle's Ampere Computing stake"
X Link 2025-12-11T13:02Z 6826 followers, XX engagements

"BUFFET IS GOING BACK TO JAPAN AND MARKETS ARE PAYING ATTENTION Berkshire Hathaway is preparing its second yen bond sale this year reigniting speculation that Warren Buffett sees more value in Japanese trading houses. Shares of Sumitomo Mitsui and Itochu jumped as much as XXX% on the news. Since 2019 Berkshire has invested nearly X trillion in Japan's top five trading firms"
X Link 2025-11-06T13:45Z 6827 followers, XXX engagements

"These products have gained traction among baby boomers and near-retirees seeking equity exposure without full downside risk earning the industry nickname "boomer candy." Funds offering S&P XXX downside protection attracted $10B+ in inflows this year with total assets reaching $65.7B"
X Link 2025-12-02T15:31Z 6826 followers, XX engagements

"The acquisition elevates Goldman into a top XX active ETF provider advancing CEO David Solomon's asset management expansion strategy. It complements recent moves into venture capital (Industry Ventures) private markets in 401(k)s and partnerships with firms like T. Rowe Price"
X Link 2025-12-02T15:31Z 6826 followers, XXX engagements

"7/ Michael Burry founder of Scion Asset Management and famed for predicting the 2008 housing crash published a detailed blog post revealing sizable personal holdings in Fannie Mae and Freddie Mac"
X Link 2025-12-09T11:51Z 6827 followers, XX engagements

"EU META ANTITRUST INVESTIGATION EU regulators launched an antitrust investigation into Meta over AI integration in WhatsApp examining whether the new policy limits other AI providers' access to the platform. The policy becomes fully applicable January XX 2026. EU antitrust chief Teresa Ribera stated interim measures could be imposed to block Meta's rollout"
X Link 2025-12-09T15:03Z 6826 followers, XXX engagements

"Spanish AI startup Luzia (85+ million users globally) and California based The Interaction Company filed complaints. Meta WhatsApp spokesperson called claims "baseless" stating chatbots on the platform created "a strain on our systems that they were not designed to support." Meta faces potential fines up to XX% of global annual turnover if found guilty"
X Link 2025-12-09T15:03Z 6827 followers, XX engagements

"$GOOGL designs TPUs but Broadcom builds them and takes XX% margins. As the TPU scale grows that cost becomes impossible to ignore making full in-house chip integration the rational move. TPU v8 and Googles shift toward MediaTek are early warning shots"
X Link 2025-12-09T21:27Z 6827 followers, XX engagements

"SPACE X IPO PLANS SpaceX is moving ahead with plans for an initial public offering seeking to raise significantly more than $XX billion targeting a $XXX trillion valuation for the entire company. This would make it the biggest listing of all time surpassing Saudi Aramco's $XX billion IPO in 2019. Management and advisers are pursuing a listing as soon as mid-to-late 2026"
X Link 2025-12-10T12:03Z 6827 followers, XXX engagements

"SEC CHAIR ON BLOCKCHAIN MARKETS SEC Chair Paul Atkins forecasts "All U.S. markets will be on chain within two years." He believes placing securities on blockchain will remove opacity from the system stating "There's much more transparency as to where it a security is.""
X Link 2025-12-10T13:02Z 6826 followers, XXX engagements

"PEPSICO ELLIOT AGREEMENT PepsiCo reached an agreement with activist investor Elliott Investment Management to implement cost cutting measures and reduce food prices amid weakening U.S. consumer demand. The company plans to cut XX% of its individual product offerings in the U.S. close manufacturing plants and reduce workforce headcount"
X Link 2025-12-10T15:02Z 6827 followers, XXX engagements

"$ETH ETFs struggle because daily liquidity clashes with staking lockups; you cant unbond fast enough to meet redemptions. Contingent liquidity cuts yield while DATs avoid this problem entirely"
X Link 2025-12-10T21:10Z 6827 followers, XXX engagements

"ORACLE AI CAPEX AND REVENUE CONCERNS Oracle stock dropped over XX% after fiscal Q2 results showed AI-related data center spending failing to convert into cloud revenue fast enough. Cloud infrastructure revenue grew XX% but missed forecasts. Capex surged to $12B for the quarter now projected to reach approximately $50B in FY26 far above prior expectations"
X Link 2025-12-11T13:02Z 6827 followers, XXX engagements

"Cloud infrastructure revenue is growing rapidly now surpassing the applications business for the first time but Wall Street is concerned about balance between capex intensity and cash generation. Heavy reliance on few mega-customers particularly OpenAI amplifies concentration risk amid rising competitive pressure from Google and others"
X Link 2025-12-11T13:03Z 6827 followers, XXX engagements