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@MikeZaccardi Mike Zaccardi, CFA, CMT ๐Mike Zaccardi, CFA, CMT, appears to be active on social media, sharing market insights and data. His recent posts highlight various trends, including a strong labor market, corporate borrowing for AI and data center spending, and shifts in intermarket relationships. He also shares technical analysis and commentary on stocks, including notable companies like $NVDA, $MSFT, and $AMZN.
Social category influence finance #3976 stocks #6158 cryptocurrencies #4435 technology brands XXXX% countries XXXX% currencies #2973 exchanges #3607 products XXXX% travel destinations XXXX% fashion brands XXXX%
Social topic influence stocks #622, $xrt #5, ai 2.13%, $nvda #559, spx #142, commodities #208, core 1.87%, $orcl #84, inflation #1081, $dbc #3
Top accounts mentioned or mentioned by @stockcharts @william_r2rclub @augurinfinity @seekingalpha @kalshi @investibrew @wisdomtreefunds @dailychartbook @business @yardeni @wallsthorizon @pdunuwila @factset @wsj @carlquintanilla @divestech @jimcantore @schroders @tagthatstock @macromicrome
Top assets mentioned Robonomics Network (XRT) NVIDIA Corp. (NVDA) Oracle Corporation (ORCL) DeepBrain Chain (DBC) Walmart, Inc. (WMT) Broadcom, Inc. (AVGO) Spacemesh (SMH) JPMorgan Chase (JPM) GammaSwap (GS) Cream (CRM) SPDR S&P XXX ETF Trust (SPY) iShares BTC Trust (IBIT) BlueMove (MOVE) Eli Lilly and Company (LLY) Bitcoin (BTC) Bank of America (BAC) SPDR GOLD ETF (GLD) Microsoft Corp. (MSFT) Robinhood Markets, Inc. (HOOD) Costco Hot Dog (COST) Gigantix Wallet (GTX) Vixco (VIX) IBM (IBM) CatCoin (CAT) UnitedHealth Group (UNH) Decentral Games (DG) Goldman Sachs (GS) Western Digital Corp (WDC) Stacks (STX) Apple, Inc. (AAPL) Berkshire Hathaway Inc. (BRK.A) Netflix Inc (NFLX) Uber Technologies, Inc. (UBER) Micron Technology, Inc. (MU) Newmont Corporation (NEM) American International Group Inc (AIG) Kroger Co (KR) ETHA Lend (ETHA) Johnson & Johnson (JNJ) Synopsys, Inc. (SNPS)
Top posts by engagements in the last XX hours
"Unemployment rate wage growth rate JPMAM"
X Link 2025-12-06T14:51Z 66.5K followers, 3297 engagements
"Datacenter starts spending is accelerating"
X Link 2025-09-14T11:40Z 66.4K followers, 89K engagements
"17 years ago $LEH $MER $AIG @WSJ"
X Link 2025-09-15T12:02Z 66.4K followers, 2801 engagements
"Kroger to hire fewer associates for 2025 holiday season $KR @carlquintanilla"
X Link 2025-10-20T19:49Z 66.4K followers, 3490 engagements
"Should we really be afraid of X% inflation CPI since 1914. @yardeni"
X Link 2025-11-24T12:31Z 66.4K followers, 4394 engagements
"ETH up almost XX% just in the last couple of hours $ETHA"
X Link 2025-11-24T19:08Z 66.4K followers, 2778 engagements
"Best Dow stock YTD $CAT +56% $JNJ $GS $IBM next $NVDA drops to the No. X spot +31% $UNH $CRM have been stuck at the bottom for ages"
X Link 2025-11-26T10:35Z 66.4K followers, 3030 engagements
"$MOVE rate vol tumbling toward those 4-year lows again"
X Link 2025-11-26T14:06Z 66.4K followers, 2758 engagements
"$MOVE rate vol creeps closer to 4-year lows under 70"
X Link 2025-12-01T10:34Z 66.4K followers, 2140 engagements
"$SNPS led the SPX today. with $NVDA love tap"
X Link 2025-12-01T21:03Z 66.4K followers, 2252 engagements
"Best country ETF YTD South Korea $EWY +78% Greece Spain Peru Poland Colombia South Africa up there USA +8%"
X Link 2025-12-02T12:58Z 66.4K followers, 6088 engagements
"89% chance of a 25bps cut X days from now @kalshi"
X Link 2025-12-02T21:24Z 66.4K followers, 2736 engagements
"SEC warns Direxion ProShares and Tidal stalling new leveraged ETF launches"
X Link 2025-12-03T10:35Z 66.4K followers, 2179 engagements
"$LLY correcting. down X in a row"
X Link 2025-12-03T20:08Z 66.4K followers, 2628 engagements
"Folks impressed with earnings guidance"
X Link 2025-12-04T10:33Z 66.4K followers, 2016 engagements
"$MOVE Treasury vol. back near those 4-year lows @stockcharts More from me:"
X Link 2025-12-04T14:35Z 66.4K followers, 2256 engagements
"$DG Dollar General best SPX stock today 52wk high"
X Link 2025-12-04T20:54Z 66.4K followers, 2575 engagements
"Southwest Airlines has lowered its full-year 2025 EBIT projection to around $XXX million down from its earlier forecast of $XXX million to $XXX million. $LUV"
X Link 2025-12-05T11:37Z 66.4K followers, 2309 engagements
"The subject of today's Daily Insight blog post for my X Subscribers only. A little look at portfolio strategy and hot takes from a few years ago that didn't quite pan out. $AGG $DBC"
X Link 2025-12-05T12:50Z 66.4K followers, 3108 engagements
"Solid 51st-state trends Great to see. $EWC Canada adds 53.6k jobs in November est. -2.5k Canada unemployment rate falls to XXX% est. 7.0%"
X Link 2025-12-05T13:31Z 66.4K followers, 2974 engagements
"Unemployment rate expected to have climbed to XXX% in November. 1-year inflation swap sits at 2.6%. @Kalshi"
X Link 2025-12-05T13:51Z 66.4K followers, 8126 engagements
"Diversification in a bad way: Bitcoin Is Set for First Yearly Split From Stocks in a Decade S&P XXX is up more than XX% this year while Bitcoin is down roughly X% marking the first year since 2014 in which stocks are rising and Bitcoin is falling on a calendar-year basis"
X Link 2025-12-05T16:02Z 66.4K followers, 2503 engagements
"GS: XXXX% of Firms Are Using Artificial Intelligence in Their Regular Business Functions"
X Link 2025-12-05T19:02Z 66.4K followers, 4450 engagements
"$GS $GM $WMT $BAC $WFC $MS all-time highs today"
X Link 2025-12-05T20:13Z 66.4K followers, 2279 engagements
"$WMT up X days in a row $LLY down X in a row"
X Link 2025-12-05T21:12Z 66.4K followers, 2883 engagements
"BofA: Fed cutting closer to X% would allow 10yr Treasury yields to drop to a XXX - XXX% range down from XXXX% forecasted for 2026. IG total return could reach X% in 2026 $LQD"
X Link 2025-12-05T21:43Z 66.4K followers, 5979 engagements
"Median S&P XXX stock P/E 19x. which is XX% above the long-term average. JPMAM"
X Link 2025-12-06T14:01Z 66.4K followers, 4170 engagements
"Unlike heading into the Oct FOMC the market is not girded for an out-meeting cut. Just a 1-in-3 chance of a January ease (and less if it were conditional on a Dec cut). @kalshi So a hawkish cut next week shouldn't trigger the same volatility as the one six weeks ago"
X Link 2025-12-06T15:05Z 66.4K followers, 2990 engagements
"BofAI: An estimate of payrolls from Bank of America internal data suggests November saw some deceleration in YoY jobs growth"
X Link 2025-12-07T14:17Z 66.4K followers, 2502 engagements
"BofAI: Unemployment payments into Bank of America customer accounts rose around XX% YoY in November similar to September and October"
X Link 2025-12-07T14:17Z 66.4K followers, 2580 engagements
"GS on the Fed: we expect the median GDP growth forecast to rise for 2025 (+0.4pp to 2%) and 2026 (+0.2pp to 2%) and the median core PCE inflation forecast to decline by 0.1pp to X% for 2025 and XXX% for 2026 above our 2026 forecast of 2.2%"
X Link 2025-12-07T16:42Z 66.4K followers, 3667 engagements
"Cracker Barrel $CBRL fresh decade-plus lows in the after-hours. yankees on Bloomberg had no idea why"
X Link 2025-12-09T21:11Z 66.5K followers, 3511 engagements
"Hassett is not a done deal. XX% chance per @Kalshi"
X Link 2025-12-10T10:22Z 66.5K followers, 13.2K engagements
"About 20bps of cuts priced out of the Fed Funds futures market since Thanksgiving Year-end 2026 rate now seen near XXXX% @AugurInfinity"
X Link 2025-12-10T10:33Z 66.5K followers, 2333 engagements
"Goldman: Estimating +0.22% for September Core PCE ADP Employment Below Expectations; Core Import Prices Slightly Above Expectations"
X Link 2025-12-03T15:08Z 66.5K followers, 2952 engagements
"It's the last big week of earnings season (again) $ORCL $AVGO. AIs Reality Check: Oracle and Broadcom Earnings Take Center Stage. my Monday @stockcharts Technical Take @dailychartbook @Pdunuwila"
X Link 2025-12-08T16:53Z 66.5K followers, 4645 engagements
"$AZO AutoZone GAAP EPS of $XXXXX misses by $XXXX revenue of $4.63B misses by $10M same-store sales and margins fall short of expectations"
X Link 2025-12-09T12:22Z 66.5K followers, 11.6K engagements
"$XRT retail ETF bullish engulfing best close in a couple of months +10% YTD"
X Link 2025-12-09T21:03Z 66.5K followers, 2589 engagements
"Midterm years have historically been challenging for equities with the S&P XXX averaging only a XXX% gain and a XXXX% maximum drawdown since 1950the most volatile and weakest year in the presidential cycle. LPL Research @AugurInfinity"
X Link 2025-12-09T21:16Z 66.5K followers, 18.1K engagements
"Torsten at Apollo: The yield curve continues to steepen and investors across all asset classes need to think about why. This pattern of rising long-term interest rates is highly unusual"
X Link 2025-12-10T12:18Z 66.5K followers, 16.3K engagements
"GS: Lowering Q3 GDP Tracking Estimate to +3.5% Core PCE in Line With Expectations; Real Personal Spending Unchanged in September and Revised Down in August"
X Link 2025-12-05T18:07Z 66.5K followers, 2280 engagements
"Nasdaq XXX holding at 29x P/E SPX 23x $RSP 17x"
X Link 2025-12-06T16:40Z 66.5K followers, 23.1K engagements
"GS: SPX implied volatility term structure. not many risk catalysts expected"
X Link 2025-12-08T10:15Z 66.5K followers, 2242 engagements
"10yr yields around the world marching higher"
X Link 2025-12-08T21:15Z 66.5K followers, 2677 engagements
"US Dollar Index $DXY lowest since. the previous FOMC press conference"
X Link 2025-12-10T20:07Z 66.5K followers, 1922 engagements
"Value stocks $VTV record high still lagging growth $VUG by 5ppt YTD"
X Link 2025-12-10T20:12Z 66.5K followers, 1780 engagements
"Z family Thanksgiving summary: All of my siblings are obsessed with going on cruises. $RCL $NCLH $CCL"
X Link 2025-11-28T12:50Z 66.5K followers, 2572 engagements
"BofA: Hyperscalers are now more capital-intensive than the oil majors"
X Link 2025-11-29T14:14Z 66.5K followers, 90.5K engagements
"With $CRM's AH move it's off the schneid as the worst DJIA stock YTD That honor is back with $UNH"
X Link 2025-12-03T21:24Z 66.5K followers, 4308 engagements
"10yr yield unch YoY Down 70bps from January $TNX"
X Link 2025-12-05T14:31Z 66.5K followers, 2157 engagements
"Commodities $DBC 3yr high"
X Link 2025-12-05T15:11Z 66.5K followers, 14.4K engagements
"$XRT retail ETF ripping toward 4-year highs"
X Link 2025-12-05T15:59Z 66.5K followers, 2128 engagements
"Well since one of my clients chose this one I'm making the European outperformance chart the subject of today's Daily Insight blog post for my X Subscribers only. $STOXX $VGK $EZU $FEZ $VTI $SPY $FXE $USD"
X Link 2025-12-06T12:37Z 66.5K followers, 2306 engagements
"The YTD US Dollar Index performance is the worst since 2003 $DXY $USD $UUP"
X Link 2025-12-06T12:45Z 66.5K followers, 3344 engagements
"Investing at an all-time high is no riskier than buying at other times JPMAM"
X Link 2025-12-07T16:50Z 66.5K followers, 42.1K engagements
"$AVGO Broadcom ATH. more tk from me on that one (and $ORCL) over at @stockcharts"
X Link 2025-12-08T14:54Z 66.5K followers, 2321 engagements
"Goldman $GS among the 52wk highs"
X Link 2025-12-08T19:08Z 66.5K followers, 2660 engagements
"Goldman points to undervalued heavily shorted staples stocks @seekingalpha"
X Link 2025-12-08T19:44Z 66.5K followers, 58.8K engagements
"According to the New York Feds Survey of Consumer Expectations inflation expectations were stable across horizons @AugurInfinity"
X Link 2025-12-08T21:07Z 66.5K followers, 2550 engagements
"$SMH vs $IGV . one to watch this week with $AVGO and $ORCL reporting. More from me on @stockcharts:"
X Link 2025-12-08T21:17Z 66.5K followers, 2813 engagements
"$NVDA +1% AH"
X Link 2025-12-08T21:34Z 66.5K followers, 3072 engagements
"$NVDA was up more than X% last night now less than a X% rally $SPY $QQQ $IWM $IBIT $GLD call it UNCH $FXI -XXX% Cocoa OJ up NG copper down"
X Link 2025-12-09T12:25Z 66.5K followers, 2103 engagements
"Risk happens fast at conferences. $JPM dumps X% after CFO comments at the Goldman Sachs U.S. Financial Services Conference @wallsthorizon @ChristinLShort More from us:"
X Link 2025-12-09T20:33Z 66.5K followers, 2446 engagements
"German 10yr yield looks like it wants to break out target would be about X% even. Germany 10yr yield now DAX dividend yield for the first time in XX years"
X Link 2025-12-10T10:28Z 66.5K followers, 2070 engagements
"International bonds still +3.1% total return YTD $IAGG $AGG +6.7% Both up XX% on the 2yr stack"
X Link 2025-12-10T10:34Z 66.5K followers, 1810 engagements
"Debt-fueled M&A is back Big-time leveraged deals this year. @WSJ"
X Link 2025-12-10T10:35Z 66.5K followers, 1947 engagements
"Fed chair race is not over but today's rate cut is in the bag. XX% chance on @Kalshi"
X Link 2025-12-10T10:39Z 66.5K followers, 1988 engagements
"Ah the "wedge." 27F in south Georgia (below freezing FL panhandle) mid-30s Chicago-Detroit-Cleveland 49F out my window here in Jax FL"
X Link 2025-12-10T12:46Z 66.5K followers, 2261 engagements
"$XLV a bearish relapse Double-top"
X Link 2025-12-10T13:17Z 66.5K followers, 2032 engagements
"$JPM 4th best DJIA stock today +3.2% $GS $CAT $AXP helping the index $MSFT weighs @stockcharts"
X Link 2025-12-10T20:30Z 66.5K followers, 1959 engagements
"Best X S&P XXX stocks YTD: $WDC +264% $HOOD +245% $STX +226%"
X Link 2025-11-30T11:24Z 66.5K followers, 4192 engagements
"$ORCL Wells Fargo initiates Oracle at Overweight as it holds nearly $500B in AI deals"
X Link 2025-12-03T14:29Z 66.5K followers, 2963 engagements
"JPMAM: The cost of using AI has fallen big"
X Link 2025-12-03T19:47Z 66.5K followers, 17.1K engagements
"$COST very close to a 52wk low (you can count the number of those on one hand since March 2009)"
X Link 2025-12-04T20:56Z 66.5K followers, 3603 engagements
"10 largest US stocks over time: Only $MSFT has carried over from 2005 to 2025. JPMAM $MSFT $JPM $BRKA $AAPL 2015 to 2025"
X Link 2025-12-06T14:01Z 66.5K followers, 5527 engagements
"$AAPL Apple sees bullish views at Wedbush on AI strategy and iPhone XX sales @DivesTech @seekingalpha"
X Link 2025-12-08T10:27Z 66.5K followers, 11.6K engagements
"A big spinoff overseas. Magnum Ice Cream valued at $XXX billion in Amsterdam listing $UL"
X Link 2025-12-08T10:44Z 66.5K followers, 3123 engagements
"The "AI Bubble" bubble may have burst. Citadel Rubner"
X Link 2025-12-08T14:16Z 66.5K followers, 22.9K engagements
"$LULU $DG $NKE among the SPX losers today. And there's $NFLX . lowest since around Tax Day"
X Link 2025-12-08T19:08Z 66.5K followers, 2772 engagements
"Walmart to trade on Nasdaq from today $WMT"
X Link 2025-12-09T12:21Z 66.5K followers, 2499 engagements
"$HD Home Depot reaffirms 2025 guidance; gives early view of 2026"
X Link 2025-12-09T12:22Z 66.5K followers, 3090 engagements
"Small Business Optimism Edges Up in November Labor quality is Main Street's top issue"
X Link 2025-12-09T12:32Z 66.5K followers, 2370 engagements
"DJT may not like this"
X Link 2025-12-09T13:22Z 66.5K followers, 3678 engagements
"$CVS now up almost XX% YTD leads SPX in the early going. Below-consensus 2026 revenue outlook this morning notwithstanding"
X Link 2025-12-09T14:32Z 66.5K followers, 2109 engagements
"6.35% mortgage rates"
X Link 2025-12-09T19:54Z 66.5K followers, 2286 engagements
"$JPM worst day since April 4"
X Link 2025-12-09T20:51Z 66.5K followers, 2794 engagements
"Depending on the free float it'd kick $BRKA out of the top XX SPX weights"
X Link 2025-12-09T20:53Z 66.5K followers, 4308 engagements
"Everything is pretty flat since the last Fed decision. $SPY $QQQ $IWM $VEU Except bitcoin.that thing turded out to its Nov XX low"
X Link 2025-12-09T21:01Z 66.5K followers, 2273 engagements
"Traders Now See ECB Hiking Rates in 2026 as Hawkish Bets Grow @business"
X Link 2025-12-10T11:21Z 66.5K followers, 3322 engagements
"Bloomberg: Largest IPOs on record Saudi Aramco $BABA Softbank AIA $V"
X Link 2025-12-10T14:06Z 66.5K followers, 1900 engagements
"GS: Takeaways from Day X of the 2025 US Financial Services Conference: US Banks Consumer Finance Key forward guidance $KBE $XLF"
X Link 2025-12-10T14:24Z 66.5K followers, 1606 engagements
"Amex CEO Says Thanksgiving Holiday Consumer Spending Climbed 9%"
X Link 2025-12-10T16:05Z 66.5K followers, 2297 engagements
"$UBER Instacart shares slide as Amazon plans 2026 expansion of fresh food delivery $AMZN"
X Link 2025-12-10T17:15Z 66.5K followers, 2940 engagements
"Stocks are really backing up here๐"
X Link 2025-12-10T20:35Z 66.5K followers, 1971 engagements
"PJM capacity auction . big bullish catalyst for the power stocks $GEV $VST $CEG $NRG"
X Link 2025-07-23T13:36Z 66.5K followers, 2695 engagements
"Commodities ETF $DBC a 3-month high"
X Link 2025-09-26T14:59Z 66.5K followers, 2642 engagements
"Nasdaq now 30x earnings SPX 23x Mid-caps 16x"
X Link 2025-11-02T11:59Z 66.4K followers, 72.4K engagements
"October read: Buckles October comparable store sales rise XXX% Y/Y $BKE"
X Link 2025-11-06T13:14Z 66.5K followers, 2488 engagements
"Equity returns over the past five years are all about the Magnificent Seven versus everyone else $MAGS Torsten at Apollo"
X Link 2025-11-08T11:53Z 66.5K followers, 23.3K engagements
"$GTX Commodity Index fresh high going back to June 2022. More on this tk from me on @StockCharts . and the subject of today's Daily Insight blog post for my X Subscribers only"
X Link 2025-11-12T12:48Z 66.5K followers, 2879 engagements
"The Sneaky Bull Market Nobodys Talking About: Commodities My Wednesday Technical Take on @StockCharts $DBC $GSG $GTX @dailychartbook @Pdunuwila"
X Link 2025-11-12T18:47Z 66.5K followers, 5102 engagements
"Commodities tend to sag from August through year-end. Not seeing that this year so far (today's dump notwithstanding). More from me on @StockCharts $GTX $GSG $DBC $CRB"
X Link 2025-11-12T20:13Z 66.5K followers, 2989 engagements
"$MAGS could have its lowest close in about X weeks"
X Link 2025-11-13T17:43Z 66.5K followers, 3269 engagements
"Oracle $ORCL paper: The canary in the AI coalmine CDX IG bond spreads vs Oracle 5-year Credit Default Swap BofA Hartnett"
X Link 2025-11-14T10:44Z 66.5K followers, 49.9K engagements
"Here's why a XX $VIX is no fun. From @Schroders"
X Link 2025-11-18T11:01Z 66.5K followers, 48.3K engagements
"The median S&P XXX stock is in a XX% drawdown"
X Link 2025-11-22T14:56Z 66.5K followers, 169.8K engagements
"Truflation cooled to 2.37%"
X Link 2025-11-23T13:38Z 66.5K followers, 3856 engagements
"US vs ex-US stocks $VTI $VEU just about the best day since May 12"
X Link 2025-11-24T17:14Z 66.5K followers, 2247 engagements
"$XRT retail ETF +4.5% best day since May 12"
X Link 2025-11-25T16:27Z 66.5K followers, 2075 engagements
"A lot of little retailers were up big $XRT"
X Link 2025-11-25T21:19Z 66.4K followers, 2889 engagements
"Best S&P XXX stocks so far in 2025 $WDC +248% $HOOD +210% $STX +203% $MU +167% $NEM +132%"
X Link 2025-11-26T10:36Z 66.5K followers, 3359 engagements
"From @DuncanLamont2 XX% drops happen in more years than not XX% falls happen once every X years @Schroders"
X Link 2025-11-26T13:57Z 66.5K followers, 2665 engagements
"$XRT retailer ETF - best 2-day rally in two years. "Rage-shopping takes off as Americans load up for Thanksgiving.""
X Link 2025-11-26T20:30Z 66.4K followers, 2561 engagements
"BofA: Todays S&P has much lower financial leverage than 1990s-2000s"
X Link 2025-11-27T13:27Z 66.5K followers, 6773 engagements
"Big $VIX monthly candlestick shadows. but the Fear Gauge has closed the past six months at about the same level. 15-17"
X Link 2025-11-28T18:06Z 66.5K followers, 3043 engagements
"Last X trading days: $IWM +8.6% $IJR +7.9% $XRT +9.2% $XHB +9.5% $XBI +8.2% $KRE +5.7% $IBIT +5.3% $GDX +14.1% $SLV +11.9%"
X Link 2025-11-29T10:41Z 66.5K followers, 3351 engagements
"BofA: Robinhood holds the biggest share of daily active users vs. Schwab Fidelity E*TRADE IBKR eToro and WeBull"
X Link 2025-11-29T12:47Z 66.5K followers, 18K engagements
"Emerging markets now +30.01% YTD ex-US small caps very strong in 2025"
X Link 2025-11-30T15:59Z 66.4K followers, 17.3K engagements
"International stocks X P/E points cheaper than US equities. That's a lot"
X Link 2025-11-30T16:00Z 66.5K followers, 6002 engagements
"Oct 2007: I distinctly remember my accounting professor telling us to buy $GOOGL and hold onto it forever. I thought he was a dummy for a while"
X Link 2025-11-30T19:19Z 66.5K followers, 6733 engagements
"Accenture now calling employees 'reinventors' in move to embrace AI - FT @seekingalpha They probably had a pizza party for employees to celebrate"
X Link 2025-11-30T20:52Z 66.5K followers, 4045 engagements
"BofA: Lifts $AVGO target from $XXX to $XXX Now expects a Dec Fed rate cut"
X Link 2025-12-01T10:23Z 66.5K followers, 9184 engagements
"$DXY $USD on the backfoot to begin December"
X Link 2025-12-01T10:35Z 66.4K followers, 2547 engagements
"$ACWI up X straight months (total return)"
X Link 2025-12-01T13:27Z 66.5K followers, 2276 engagements
"Walmart and Target draw strong Black Friday traffic despite the early deal season $TGT $WMT"
X Link 2025-12-01T13:44Z 66.5K followers, 2905 engagements
"Deutsche Bank: Mag X up almost XXX% since Chat's launch X years ago $MAGS"
X Link 2025-12-01T14:04Z 66.5K followers, 2766 engagements
"$KRE $XRT on the rise since the open. Not bitcoin. (bond ETFs ex-div today but higher yields still weigh)"
X Link 2025-12-01T16:15Z 66.5K followers, 2726 engagements
"$XRT retail ETF catching some intraday Cyber Monday buyers"
X Link 2025-12-01T20:16Z 66.5K followers, 2387 engagements
"$WYNN and $LVS 52wk highs. on that $LEG news"
X Link 2025-12-01T21:04Z 66.5K followers, 2371 engagements
"That time of year. Dogs of Dow ETF $DJD actually beating $DIA YTD"
X Link 2025-12-02T20:18Z 66.5K followers, 2787 engagements
"$WMT Advertising growth is bananas"
X Link 2025-12-03T10:26Z 66.5K followers, 2230 engagements
"Dollar $DXY $USD failed again near XXXXX. now clinging to XX this morning A few of my macro thoughts: @stockcharts $UUP"
X Link 2025-12-03T10:45Z 66.4K followers, 3249 engagements
"Private-sector job growth in the West and Midwest. Contraction in the Northeast and South"
X Link 2025-12-03T13:19Z 66.5K followers, 2004 engagements
"JPMAM: AI is the fastest new technology to approach mass adoption"
X Link 2025-12-03T18:22Z 66.5K followers, 16.4K engagements
"Retailers in the Midwest & Northeast are not complaining about this forecast $XRT #natgas $UNG"
X Link 2025-12-04T01:10Z 66.4K followers, 3242 engagements
"Big picture CPI YoY has done a whole lot of nothing since June 2023 (between XXX% and 3.7%). Disinflation stopped two and a half years ago. That's what Sonal Dasea at Franklin Templeton asserts. The year-ahead inflation swap is XXX% too"
X Link 2025-12-04T12:56Z 66.4K followers, 2895 engagements
"$LLY a XX% correction after a fat August-November rally"
X Link 2025-12-04T20:56Z 66.5K followers, 3335 engagements
"Cyber Week retail numbers. A summary. $XRT"
X Link 2025-12-05T00:47Z 66.5K followers, 2597 engagements
"We'll get some ancient PCE data tomorrow"
X Link 2025-12-05T01:13Z 66.5K followers, 5950 engagements
"Bonds $AGG trending higher vs commodities $DBC since 2022"
X Link 2025-12-05T10:50Z 66.5K followers, 5080 engagements
"Great news for retailers Tons of record-low temperatures from Illinois to Maine this morning. @jimcantore $XRT"
X Link 2025-12-05T11:22Z 66.5K followers, 2484 engagements
"$EEM $SMH quite strong today $IBIT stumbles $GLD $SLV up"
X Link 2025-12-05T14:51Z 66.5K followers, 2107 engagements
"PCE YoY rises to XXX% highest since March 2024 (Sept reading)"
X Link 2025-12-05T15:02Z 66.5K followers, 2252 engagements
"Core PCE YoY falls to XXX% lowest since May"
X Link 2025-12-05T15:02Z 66.5K followers, 7826 engagements
"$SMH Semiconductor Company Revenues Are Expected to Increase by XX% From Current Levels by 2026Q4 GS"
X Link 2025-12-05T19:02Z 66.5K followers, 2647 engagements
"December 10: Goldman Sachs U.S. Financial Services Conference big one next week $XLF $KBE $KRE @WallStHorizon @ChristineLShort"
X Link 2025-12-05T20:28Z 66.5K followers, 2270 engagements
"$SMH and software both strong this week $NVDA +3% $ORCL +8% $CRM +13%"
X Link 2025-12-05T21:01Z 66.5K followers, 2321 engagements
"Core PCE Price Index 3mo 6mo annualized on XXX% @augurinfinity"
X Link 2025-12-05T21:05Z 66.5K followers, 2294 engagements
"Gold leading YTD on both a total return and Sharpe basis GS US dollar worst"
X Link 2025-12-06T12:16Z 66.5K followers, 2713 engagements
"2.0% consensus US real GDP growth this year and next GS"
X Link 2025-12-06T13:05Z 66.5K followers, 9930 engagements
"Small-cap companies expected to grow EPS by a whopping XX% next year $IJR $IWM $VB"
X Link 2025-12-06T14:18Z 66.5K followers, 9368 engagements
"S&P XXX average 12m return at UMich sentiment troughs (9 of em) +24.1% JPMAM"
X Link 2025-12-06T14:52Z 66.5K followers, 2849 engagements
"Modern record of XX% SPX concentration in the top XX stocks but they account for a rising XX% share of earnings GS"
X Link 2025-12-06T22:08Z 66.4K followers, 4932 engagements
"Michael Burry likens OpenAI to Netscape Palantir to dot-com bust DiamondCluster"
X Link 2025-12-07T11:18Z 66.5K followers, 4531 engagements
"$AGG yield holding at XXXX% Soon to be 71bps above the Effective Federal Funds Rate"
X Link 2025-12-07T11:22Z 66.5K followers, 2769 engagements
"US CPI YoY rising since Q2 up to XXX% YoY as of Sept JPMAM"
X Link 2025-12-07T12:23Z 66.5K followers, 3268 engagements
"With a strong finish $AGG could have its best year since 2002 +7% total return so far JPMAM"
X Link 2025-12-07T13:23Z 66.5K followers, 2681 engagements
"Europe and Japan continue to outperform the S&P XXX ex $NVDA JPMAM"
X Link 2025-12-07T13:25Z 66.4K followers, 3425 engagements
"$VIX dipped to settle at XXXXX last week"
X Link 2025-12-07T16:03Z 66.4K followers, 2466 engagements
"If you prefer underperforming and paying more capital gains tax then active mutual funds are for you JPMAM"
X Link 2025-12-07T16:51Z 66.5K followers, 6803 engagements
"Jamie Dimon: U.S. consumers are in good shape amid weakening jobs market"
X Link 2025-12-07T19:59Z 66.5K followers, 4762 engagements
"GS: International equity correlations have been very low in the last X months pointing to diversification benefits"
X Link 2025-12-08T10:15Z 66.5K followers, 1875 engagements
"GS We Find No Meaningful Relationship Between Surprises to Consensus Expectations of Core PPI and Core CPI Each Month"
X Link 2025-12-08T10:17Z 66.5K followers, 2100 engagements
"$IBM in talks to buy Confluent $CFLT for $XX billion amid AI push - report $CFLT +30%"
X Link 2025-12-08T10:28Z 66.5K followers, 3201 engagements
"$QQQ +0.3% $SPY +0.2% $IBIT +3.2% $AVGO $TSM $MU $ASML rallying $SMH"
X Link 2025-12-08T10:37Z 66.5K followers, 2541 engagements
"YTD SPX gain almost all due to increasing earnings growth estimates GS"
X Link 2025-12-08T12:51Z 66.5K followers, 2900 engagements
"YTD hard and soft commodities another view. Plenty of big losers away from metals"
X Link 2025-12-08T12:55Z 66.5K followers, 2242 engagements
"BofA: Market expects XX bps of Fed cuts till the end of 2026. That would take money market mutual fund yiels to about XXX% on the very best (low-cost) ones. $VMFXX"
X Link 2025-12-08T12:57Z 66.5K followers, 2461 engagements
"The global stock market now trades 20x P/E. It was 10x just XX years ago $ACWI $VT"
X Link 2025-12-08T12:57Z 66.5K followers, 3414 engagements
"Liquidity conditions are improving. Citadel Rubner"
X Link 2025-12-08T14:17Z 66.5K followers, 2478 engagements
"Seasonal tailwinds are finally in play. Citadel Rubner"
X Link 2025-12-08T14:18Z 66.5K followers, 3818 engagements
"The top XX% controls XX% of wealth and is responsible for XX% of overall spending. JPMAM The middle XX% holds XX% of wealth yet drives more than half of spending. #K"
X Link 2025-12-08T21:22Z 66.5K followers, 3499 engagements
"Powell's last cut tomorrow The next fully-priced-in ease is not until June"
X Link 2025-12-09T20:18Z 66.5K followers, 3005 engagements
"$NEM best in the SPX today. gold not up that much $GLD"
X Link 2025-12-09T20:47Z 66.5K followers, 2139 engagements
"$TJX took a swing at this quiet monster this morning post-earnings @SeekingAlpha"
X Link 2025-11-19T15:58Z 66.5K followers, 2554 engagements
"Lots of data next week: -PMIs (SP Global final ISM) -JOLTS ADP Challenger Claims NFP Powell speaks Monday night Sep PCE Friday"
X Link 2025-11-28T13:40Z 66.5K followers, 3292 engagements
"Wall Street banks expect the S&P XXX to post double-digit returns in 2026 with forecasts ranging from 7100 at the low end (Bank of America) to above 8000 (Deutsche Bank). @FT @augurinfinity"
X Link 2025-12-05T21:09Z 66.5K followers, 30.8K engagements
"GS: Low Vol and Dividend Aristocrats outperformed the market since 1996 trade at a discount"
X Link 2025-12-08T10:14Z 66.5K followers, 3200 engagements
"Morgan Stanley: Drivers of 2026 Growth Acceleration"
X Link 2025-12-08T14:20Z 66.5K followers, 21.4K engagements
"@bespokeinvest by my count $COST has made one 52wk low since March 2009"
X Link 2025-12-08T15:58Z 66.5K followers, 1135 engagements
"GS: We Estimate That Core PCE Inflation Net of a 0.5pp Tariff Effect Is Now Just XXX% Year-on-Year"
X Link 2025-12-08T21:36Z 66.5K followers, 3160 engagements
"$ORCL Oracle Q2 earnings on deck: What to expect @stockcharts"
X Link 2025-12-09T16:03Z 66.5K followers, 5165 engagements
"Retail traders now account for more than XX% of US equity trading volumedouble their 2010 sharesurpassing mutual funds and traditional hedge funds in activity. @financialtimes @augurinfinity"
X Link 2025-12-09T21:15Z 66.5K followers, 4702 engagements
"Silver $61/oz +111.11% YTD"
X Link 2025-12-10T10:47Z 66.5K followers, 2867 engagements
"$MSFT $NFLX $UBER $WMT $COST $NVDA some notable losers today"
X Link 2025-12-10T21:01Z 66.5K followers, 2511 engagements