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@PickAlphaAI PickAlpha.AIPickAlpha.AI posts on X about $spy, $xle, spy, $xrt the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% technology brands XXXX% countries XXXX% currencies XXXX% exchanges XXXX%
Social topic influence $spy #823, $xle #17, spy #1042, $xrt #25, $ung #10, ai 3.39%, $xli 3.39%, inflation 3.39%, $kre #10, events XXXX%
Top accounts mentioned or mentioned by @kobeissiletter @marketrebels @ericbalchunas @jseyff @fxhedgers @coinbureau @coindesk @reutersbiz @wallstreetmav @bobeunlimited @unusualwhales @stockmktnewz @jessecoheninv @brianarmstrong @barchart @wsbgold @zooeysanders__
Top assets mentioned SPDR S&P XXX ETF Trust (SPY) Robonomics Network (XRT) Aston Martin Cognizant Fan Token (AM) Arweave (AR) Convex Finance (CVX) Exxon Mobil (XOM) IBM (IBM) Confluent, Inc. Class A Common Stock (CFLT) Inery (INR) Northern Oil and Gas, Inc. (NOG) Cheniere Energy, Inc. (LNG) NVIDIA Corp. (NVDA) ITT Inc. (ITT) UnitedHealth Group (UNH) Cigna Corp (CI) Sugarbounce (TIP) Humana Inc (HUM) Bitcoin (BTC) HSBC Holdings PLC (HSBC) Barclays PLC (BCS) Treehouse Foods, Inc. (THS) Performance Food Group Company (PFGC) US Foods Holding Corp. (USFD) SYSCO Corporation (SYY) Amazon.com, Inc. (AMZN) Broadcom, Inc. (AVGO) Marvell Technology Inc (MRVL) Decentral Games (DG) TotalEnergies SE (TTE)
Top posts by engagements in the last XX hours
"2/4: Infinity Natural Resources ($INR) & Northern Oil & Gas ($NOG) in $1.2bn joint acquisition of Anteros Ohio Utica upstream + integrated midstream; INR 51%/$612mn net NOG 49%/$588mn $INR $NOG $AR $AM $UNG"
X Link 2025-12-08T12:57Z XXX followers, XXX engagements
"PickAlpha Morning Report 2025-12-08 X material moves and analysis Gazprom ships first post sanctions LNG cargo $UNG $LNG Antero Resources agrees X 8B HG Energy II buyout $AR $AM Infinity Natural acquires XX of Ohio Utica $INR $NOG Etc"
X Link 2025-12-08T12:59Z XXX followers, XXX engagements
"3/3: TreeHouse Foods agrees to $2.9bn take-private by Investindustrial at $XXXXX + CVR; Q126 close targeted; delisting to follow $THS $XLP"
X Link 2025-11-11T12:59Z XXX followers, XXX engagements
"4/4: Performance Food Group and US Foods abandon potential merger discussions removing large-deal overhang in U.S. foodservice distribution $PFGC $USFD $SYY $XLP"
X Link 2025-11-24T12:56Z XXX followers, XX engagements
"PickAlpha Morning Report - Company News: 2025.12.03 News Analysis - 1/5: Marvell to acquire Celestial AI for $3.25bn (cash + 27.2m MRVL shares); issues Amazon warrant; guides FY next rev $10bn $MRVL $AMZN $NVDA $AVGO $SOXX $QQQ"
X Link 2025-12-03T13:16Z XXX followers, XX engagements
"2/4: Dollar General beats Q3 and raises FY25 EPS and comp guidance on resilient essentials demand $DG $XRT $SPY"
X Link 2025-12-04T13:18Z XXX followers, XX engagements
"@MarketRebels Love this tape read. Our model shows most unusual bursts fade unless they line up with real catalysts in the next XX weeks. Our view: baskets like $XLI $XLC are cleaner macro expressions - a lot of the rest trades more like lotto tickets than signals"
X Link 2025-12-04T19:45Z XXX followers, XX engagements
"PickAlpha Morning Report - Company News: 2025.12.05 News Analysis - 1/2: ITT to acquire SPX FLOW in $4.775bn cash-and-stock deal from Lone Star targeting $80mn synergies and EPS accretion from 2026 $ITT $XLI"
X Link 2025-12-05T13:04Z XXX followers, XX engagements
"4/4: TotalEnergies ($TTE) Repsol ($REPYY) & HitecVision combine UK North Sea assets into NEO NEXT+; stake split set 2026 production 250k boe/d targeted $TTE $REPYY $EQNR $SHEL"
X Link 2025-12-08T12:57Z XXX followers, XX engagements
"Households clearly dont feel like they live in the same economy as the aggregates. Our model shows real income gains are clustered in the upper half of the distribution while essentials inflation hits everyone; our view is this gap between strong data and weak sentiment keeps fueling political volatility into 2026"
X Link 2025-12-08T18:10Z XXX followers, XXX engagements
"@unusual_whales When the official inflation gauges go dark markets dont stop trading - they just fly on worse instruments. our view is the missing PPI print just makes every proxy series matter a lot more for a while"
X Link 2025-12-08T18:10Z XXX followers, XXX engagements
"PickAlpha Midday Hollywood Goes Hostile $PARA Skydance launched a hostile $XX all-cash bid for all of $WBD (EV $108B) topping $NFLXs $XXXXX cash+stock deal ($82.7B EV) for just the studios/HBO/streaming assets. Antitrust risk is high; on the tape $WBD +3% $PARA +8% $NFLX 4%. Our view is $WBD holders now have real leverage in a streaming land-grab where whoever wins will own one of the last irreplaceable Hollywood IP bundles"
X Link 2025-12-08T23:25Z XXX followers, XX engagements
"PickAlpha Midday $ORCL: Cloud Muscle Quality EPS $ORCL Q2 printed $16.06B in adjusted revenue (+14% y/y slight miss vs $16.21B) and $XXXX adj. EPS (a big beat helped by a $2.7B pre-tax gain from selling its Ampere stake). Cloud revenue grew +36% to $8B with IaaS up +71% and SaaS up +11% while legacy software licenses fell -21%. Remaining performance obligations surged to $523B (+15% q/q) on commitments from names like $META and $NVDA but shares fell X% as investors faded the top-line miss and one-off EPS boost. Our view is the print reinforces $ORCLs position as an AI infrastructure arms"
X Link 2025-12-10T21:26Z XXX followers, XXX engagements
"@StockMKTNewz 2025% GDP growth would double the US economy every 3-4 years. Our model shows thats fantasy-land for a $27T aging full-employment economy; our view is that sustainably lifting trend growth to XX% via productivity would already be a once-in-a-generation achievement"
X Link 2025-12-11T04:00Z XXX followers, XXX engagements
"2/3: Iraq restores output at Lukoils West Qurna-2 (460 kb/d field) after pipeline leak; resumption reduces supply risk $XLE $CVX $XOM"
X Link 2025-12-09T18:09Z XXX followers, XXX engagements
"@JesseCohenInv When silver prints a fresh all-time high the its just an industrial metal story dies. Our model shows $SI tends to overshoot late in liquidity and debasement trades; our view is momentum can run but the real tell will be whether miners and industrial users start blinking"
X Link 2025-12-09T18:35Z XXX followers, XX engagements
"3/3: NY Fed Survey of Consumer Expectations (Nov): finance outlook worsens; 1-yr inflation at XXX% med. medical-cost expectations jump to XXXX% $XRT $IWM $KRE $TIP $UNH $CI $HUM"
X Link 2025-12-10T12:56Z XXX followers, XX engagements
"2/2: FTC secures $4.5m civil penalty & monitoring against 7-Eleven for franchisee labor-law violations; enhanced compliance imposed $SVNDY $XRT $SPY"
X Link 2025-12-10T12:56Z XXX followers, XX engagements
"PickAlpha Morning Report - Macro Events: 2025.12.08 Event Analysis - 1/2: Gazproms first post-sanctions LNG cargo from Portovaya reaches China signaling resumed flows; gas traders eye marginal global supply impact $UNG $LNG $BOIL"
X Link 2025-12-08T12:56Z XXX followers, XXX engagements
"@brian_armstrong This is how crypto quietly moves from the app store into private banking. Our model shows $BTC adoption jumps when clients can trade inside existing $PNC accounts; our view is partnerships like $COIN$PNC matter more for long-term flows than another ETF headline"
X Link 2025-12-09T18:35Z XXX followers, XX engagements
"PickAlpha Evening Insights 2025-12-10 - Three Trades For Tomorrow Stocks climbed as the Fed cut rates 25bp compressing front-end yields and boosting risk. After-hours: Oracle Synopsys and Amtech reported results and updated guidance and metrics. Three Trade Ideas"
X Link 2025-12-11T03:42Z XXX followers, XX engagements
"Deep Dive When Everything Becomes a Bet Polymarket Labubu and the Gamblification of Risk From $3.7bn election markets to vinyl lotteries: how a low-growth high-anxiety world turns news and toys into structured bets. We map where these markets sit between investing gambling information and insurance. Full write-up"
X Link 2025-12-11T04:43Z XXX followers, XX engagements
"4/4: Group X Automotive lifts buyback authorization to $500m; declares $XXXX quarterly dividend (record 12/1 pay 12/15) $GPI $LAD $AN $XLY"
X Link 2025-11-12T12:57Z XXX followers, XXX engagements
"PickAlpha Morning Report - Company News: 2025.11.24 News Analysis - 1/4: Novo Nordisks oral semaglutide fails to slow Alzheimers in phase X EVOKE trials; shares drop around XX% $NVO $LLY $BIIB $SPY $XLV"
X Link 2025-11-24T12:56Z XXX followers, XXX engagements
"PickAlpha Morning Report - Company News: 2025.11.25 News Analysis - 1/3: Fulton Financial to acquire Blue Foundry Bancorp in $XXX million all-stock community-bank merger paying XX% premium $FULT $BLFY $KRE"
X Link 2025-11-25T13:19Z XXX followers, XXX engagements
"PickAlpha Morning Report - Macro Events: 2025.12.02 Event Analysis - 1/4: BoE eases UK bank capital rules: Tier X minimum cut to XX% (from 14%) with related leverage tweaks; effective via PRA rule change $HSBC $BCS $EUFN $FXB $DXY"
X Link 2025-12-02T14:31Z XXX followers, XX engagements
"PickAlpha Mid-Day - HPE ($HPE) HPE just reminded everyone that AI server boom straight line. Q4 revenue missed ($9.68B vs $9.9B) and Jan-quarter guide is light on the top line ($9.09.4B vs $9.9B) even as EPS beats and margins improve thanks to Juniper and cost cuts. Another $2B of AI server orders landed but some big deals slipped into 2026 on data-center readiness and US govt timing. Our model shows the market had started to price HPE as a clean AI-infrastructure winner; todays print says its really a networking-centric project-driven story with lumpy recognition and execution risk. Our"
X Link 2025-12-04T22:01Z XXX followers, XX engagements
"PickAlpha Morning Report 2025-12-05 X material moves and analysis Jobless claims drop XX XXX to XXX XXX $SPY $QQQ ITT acquires SPX FLOW for X 775B $ITT $XLI Kazakhstan oil output falls X to X 64M bpd $XLE $XOM Etc"
X Link 2025-12-05T13:06Z XXX followers, XX engagements
"2/2: EU draft plan to step in on power-grid bottlenecks sets fast-track permit and build targets; grid OEMs/utilities in focus ahead of formal proposal $ETN $ABB $XLU $ICLN"
X Link 2025-12-08T12:56Z XXX followers, XX engagements
"PickAlpha Evening Insights 2025-12-08 - Three Trades For Tomorrow Stocks mixed; takeover battle for Warner Bros. Discovery dominates headlines. After-hours: Twenty One to list on NYSE as XXI tomorrow; Nasdaq posts resumption schedule. Three Trade Ideas"
X Link 2025-12-09T02:12Z XXX followers, XX engagements
"Market Recap Paramount Skydance launched a hostile all-cash $30/share tender for Warner Bros. Discovery directly challenging Netflixs earlier asset deal and setting up a high-profile bidding contest. Warner Bros. Discovery said it will review the proposal; regulatory and antitrust reviews are expected. Into the close and early evening market attention shifted toward media arbitrage and next-day listing/resumption events that could alter pre-market flows"
X Link 2025-12-09T02:13Z XXX followers, XX engagements
"2/2: FTC secures $4.5m civil penalty & monitoring against 7-Eleven for franchisee labor-law violations; enhanced compliance imposed $SVNDY $XRT $SPY"
X Link 2025-12-09T18:09Z XXX followers, XX engagements
"3/3: NY Fed Survey of Consumer Expectations (Nov): finance outlook worsens; 1-yr inflation at XXX% med. medical-cost expectations jump to XXXX% $XRT $IWM $KRE $TIP $UNH $CI $HUM"
X Link 2025-12-09T18:10Z XXX followers, XX engagements
"PickAlpha Morning Report 2025-12-09 X material moves and analysis U S 3-year note yields X XXX X XX $IEF $TLT IBM acquires Confluent for XX 0B cash $IBM $CFLT Iraq restores 460000 b d at West Qurna-2 $XLE $CVX Etc"
X Link 2025-12-09T18:11Z XXX followers, XXX engagements
"3/3: Annaly Capital declares $XXXX common dividend for Q425; pay 1/30/26 record/ex-date 12/31/25 $NLY $REM $MORT $XLF"
X Link 2025-12-11T12:59Z XXX followers, X engagements
"5/5: Enbridge guides 2026 adjusted core profit to C$20.2C$20.8bn vs 2025s C$19.4C$20.0bn; demand expected to lift volumes $ENB $AMLP $XLE $SPY"
X Link 2025-12-03T13:17Z XXX followers, XX engagements
"PickAlpha Morning Report - Company News: 2025.12.04 News Analysis - 1/4: FTC orders Boeing to divest Spirit AeroSystems assets as condition to proceed with merger; Airbus to take key Spirit plants; Subang Malaysia to be sold $BA $SPR $EADSY $SPY"
X Link 2025-12-04T13:17Z XXX followers, XXX engagements
"PickAlpha Morning Report - Company News: 2025.12.08 News Analysis - 1/4: Antero Resources ($AR) enters definitive $2.8bn cash deal to buy HG Energy upstream assets; concurrent $800mn Utica divestiture and $1.1bn midstream sale by Antero Midstream ($AM) anchor financing and portfolio reshape $AR $AM $UNG $SPY"
X Link 2025-12-08T12:57Z XXX followers, XXX engagements
"3/4: Carvana ($CVNA) set to join S&P XXX effective Dec 22; indexers expected to add shares capping a multi-year rebound $CVNA $SPY $VOO $KMX"
X Link 2025-12-08T12:57Z XXX followers, XX engagements
"PickAlpha Morning Report - Company News: 2025.12.09 News Analysis - 1/2: IBM to acquire Confluent for $11B ($31/share all-cash); deal expected to close by mid-2026 funded with cash on hand $IBM $CFLT $SPY $IGV"
X Link 2025-12-09T18:07Z XXX followers, XX engagements
"PickAlpha Morning Report 2025-12-10 X material moves and analysis API reports U S crude inventories down X 8mn $XOP $USO Teleflex to sell units for X 03bn and buyback $TFX $XLV EIA updates 2025 XX liquids production and inventories $XLE $XOP Etc"
X Link 2025-12-10T12:59Z XXX followers, XX engagements
"pt 6/6: OPENLANE closes $558.9m repurchase of XX% of Series A Convertible Preferred; amends credit agreement to add $550m term loans $KAR"
X Link 2025-10-09T14:00Z XXX followers, XXX engagements
"PickAlpha Morning Report - Macro Events: 2025.12.09 Event Analysis - 1/3: U.S. 3-Year Treasury auction (Dec 8) tails modestly: high yield XXXXX% bid-to-cover XXXX strong indirects XXXXX% $IEF $TLT $TNX $SHY"
X Link 2025-12-09T18:09Z XXX followers, XXX engagements
"Low debt is a luxury until growth disappoints. Our view is Germanys relatively tame XXX% total-debt-to-GDP and low household leverage give it room to absorb shocks but our model shows demographics and weak investment mean you cant lever your way out of a structural growth problem"
X Link 2025-12-09T18:35Z XXX followers, XXX engagements
"Low debt is a luxury until growth disappoints. Our view is Germanys relatively tame XXX% total-debt-to-GDP and low household leverage give it room to absorb shocks but our model shows demographics and weak investment mean you cant lever your way out of a structural growth problem"
X Link 2025-12-09T18:35Z XXX followers, XX engagements
"@KobeissiLetter Exporting $NVDA silicon to China via Taiwan and a US security pit stop is the new normal not a one-off. Our model shows geopolitical latency is becoming as important as chip latency for AI supply chains"
X Link 2025-12-09T20:42Z XXX followers, XXX engagements
"PickAlpha Morning Report - Macro Events: 2025.12.09 Event Analysis - 1/3: U.S. 3-Year Treasury auction (Dec 8) tails modestly: high yield XXXXX% bid-to-cover XXXX strong indirects XXXXX% $IEF $TLT $TNX $SHY"
X Link 2025-12-10T12:55Z XXX followers, XX engagements
"2/3: Iraq restores output at Lukoils West Qurna-2 (460 kb/d field) after pipeline leak; resumption reduces supply risk $XLE $CVX $XOM"
X Link 2025-12-10T12:56Z XXX followers, XX engagements
"PickAlpha Morning Report - Company News: 2025.12.09 News Analysis - 1/2: IBM to acquire Confluent for $11B ($31/share all-cash); deal expected to close by mid-2026 funded with cash on hand $IBM $CFLT $SPY $IGV"
X Link 2025-12-10T12:56Z XXX followers, XX engagements
"@MarketRebels Unusual put flow is great at generating fear terrible at giving you a full thesis. Our view is these bursts say more about hedging pressure and dealer positioning than about the long-term value of $SLM $GLOB $ARES or the rest of the tickers"
X Link 2025-12-10T17:21Z XXX followers, XX engagements
"After Hours Starting at 16:05 ET Oracle posted Q2 FY2026 results and updated cloud and applications commentary; Synopsys reported Q4 and FY2025 results and issued FY2026 guidance; Amtech Systems released Q4 and full-year 2025 results with order and backlog commentary leaving markets to parse guidance and segment trends into tomorrows open"
X Link 2025-12-11T03:44Z XXX followers, XX engagements
"Your edge in X minutes a day. PickAlpha is a research team of market veterans augmented by our own AI reasoning engine - built for people who actually trade. Daily Morning/Evening Insights; Weekly Recap and Deep Dive Series Best work is in the thread below 👇"
X Link 2025-12-11T04:26Z XXX followers, XX engagements
"PickAlpha Morning Report - Company News: 2025.12.11 News Analysis - 1/3: FTC: Teva requests FDA removal of 200+ Orange Book patent listings after FTC challenge $TEVA $XPH $IHE"
X Link 2025-12-11T12:59Z XXX followers, XX engagements
"2/3: Regions Financial authorizes up to $3.0bn common buyback for 20262027 $RF $KRE $XLF"
X Link 2025-12-11T12:59Z XXX followers, XX engagements
"PickAlpha Midday- US Trade Gap Squeezes to 4-Year Low The US trade deficit unexpectedly narrowed XX% in September to $52.8B the smallest since mid-2020 (vs $63.1B consensus). Exports jumped X% to the second-highest level on record led by non-monetary gold and pharma shipments while imports rose just 0.6%. Tariff-related swings in goods flows are adding noise to GDP especially because much of the gold trade doesnt show up in the official GDP calculus. Our view is this print flatters near-term growth optics and dollar narratives more than it changes the underlying story: trade is still being"
X Link 2025-12-11T18:56Z XXX followers, XX engagements
"@EricBalchunas @JSeyff This is the part of crypto that actually survives the hype cycle. Our view is the real money will be made in boring plumbingquicker settlement collateral railsnot in guessing the next ticker that moons"
X Link 2025-12-11T21:01Z XXX followers, XX engagements
"PickAlpha Morning Report 2025-12-02 X material moves and analysis BoE cuts bank Tier X requirement to XX $HSBC $BCS ISM Manufacturing PMI drops to XX X $SPY $XLI BP restarts Olympic Pipeline restoring flows $PSX $ALK Etc"
X Link 2025-12-02T14:44Z XXX followers, XX engagements
"@EricBalchunas @JSeyff Digital Labubu is savage but fair: either tokenization makes $BTC core collateral or it stays a collectible with a great story. Our model shows the path to legitimacy runs through real-world assets not just higher prices"
X Link 2025-12-11T21:02Z XXX followers, XXX engagements