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@SharpeShark Avatar @SharpeShark SharpeShark

SharpeShark posts on X about china, $chrw, $mos, rates the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XXXX% countries XXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX%

Social topic influence china 2.16%, $chrw #4, $mos #10, rates #1651, $zts #16, $adm #24, $bg #5, $nxpi #3, $txn #16, $mu #99

Top accounts mentioned or mentioned by @pythiar @fromwhitecastle @rwe123 @apkramar @versacetrader @atelicinvest @secrets4stocks @lasse108 @kellangrenier @fiercebeast @invertedfragil1 @eponymouslyanon @grok @cherrygarciafan @johnie36149708 @hemakhemak @notbullnorbear @karstresearch @sounddobad @auclaircapital

Top assets mentioned CH Robinson Worldwide Inc (CHRW) Mosaic Co (MOS) Zoetis Inc (ZTS) ADAMANT Messenger (ADM) Bunge, Ltd. (BG) NXP Semiconductors NV (NXPI) Texas Instruments (TXN) Micron Technology, Inc. (MU) Bitcoin (BTC) Robert Half International Inc (RHI) Applovin Corporation (APP) Alexandria Real Estate Equities Inc (ARE) Monolithic Power Systems, Inc. (MPWR) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) GE Vernova Inc. (GEV) Sherwin-Williams Co (SHW) Kenvue Inc. (KVUE) Synopsys, Inc. (SNPS) Cadence Design Systems Inc (CDNS) Adobe, Inc. (ADBE) Cognex, Corp. (CGNX) Freeport-McMoRan Inc (FCX) Southern Copper Corporation (SCCO) Fartcoin (FARTCOIN) Zap Protocol (ZAP) Californium (CF) Infosys Limited (INFY) Cognizant Technology Solutions Corp (CTSH) Marvell Technology Inc (MRVL) Nucor, Corp. (NUE) Reliance Steel & Aluminum, Co. (RS) Amkor Technology Inc (AMKR) Old Dominion Freight Line Inc (ODFL) Taiwan Semiconductor (TSM)

Top Social Posts #

Top posts by engagements in the last XX hours

"Good morning If the H1B policy sticks or at least forces a behavioral shift in hiring going fwd staffing agencies like $RHI and $KFRC will probably be choking on demand from these firms trying to fill positions domestically. And theyre priced for a labor maker in the gutter"
X Link @SharpeShark 2025-09-20T13:29Z 1860 followers, XXX engagements

"I dont know anything about $APP but since when has the SEC been a $XX billion threat to anyone"
X Link @SharpeShark 2025-10-06T21:23Z 1858 followers, 1283 engagements

"Take a look at $ZTS"
X Link @SharpeShark 2025-09-22T19:18Z 1858 followers, XXX engagements

"@Stackinsats32 As much as I like $ARE as a concept its probably the worst possible way to play a biotech bubble run. Being real estate its too hard to come up with a narrative to blow up the valuation. Good conservative bet though"
X Link @SharpeShark 2025-10-14T00:30Z 1858 followers, XX engagements

"I think $CHRW is in a very risky position as a freight broker whose margins are very exposed to spot rates which seem to be ticking up due to crackdowns on illegal drivers in the Chicago area according to reporting on this app. And trading at complacent multiples"
X Link @SharpeShark 2025-10-08T14:40Z 1857 followers, XXX engagements

"I love $MPWR and its involvement in custom ASIC programs for hyperscalers. And the founder-CEO is a savage"
X Link @SharpeShark 2025-09-07T15:01Z 1857 followers, XXX engagements

"CNBC talking about banks and tariffs as if national security isnt the only game in town"
X Link @SharpeShark 2025-10-13T16:14Z 1857 followers, XXX engagements

"Death to screwwroms everywhere $ZTS"
X Link @SharpeShark 2025-10-01T02:37Z 1858 followers, XXX engagements

"Quick buy your $ADM and $BG before the close"
X Link @SharpeShark 2025-10-14T19:58Z 1860 followers, 1220 engagements

"@NestBetter Definitely $CRWV and $ORCL because of the combination of big future promises and high leverage"
X Link @SharpeShark 2025-10-07T00:56Z 1858 followers, 1065 engagements

"$NXPI being Dutch seems the most logical target for a tit-for-tat response"
X Link @SharpeShark 2025-10-13T10:15Z 1859 followers, XXX engagements

"@Wojak_Capital Could see Trump taking a $GEV stake as well"
X Link @SharpeShark 2025-10-09T16:52Z 1858 followers, XX engagements

"If social media more widely picks this story up I would feel very uncomfortable being long $SHW"
X Link @SharpeShark 2025-09-14T18:41Z 1857 followers, XXX engagements

"@SFarringtonBKC @GoForGrubes2 $IPI better for potash torque $MOS better chance of Trump stake and better business in general"
X Link @SharpeShark 2025-10-03T04:52Z 1857 followers, XXX engagements

"$KVUE still on its ass huh. Surprising"
X Link @SharpeShark 2025-10-09T02:27Z 1858 followers, XXX engagements

"@Wojak_Capital Calls not particularly expensive in spite of that"
X Link @SharpeShark 2025-10-09T16:43Z 1858 followers, XX engagements

"Knew I shouldve bought $SNPS $CDNS puts at the close. Damn"
X Link @SharpeShark 2025-10-10T21:00Z 1857 followers, XXX engagements

"Why am I long $ADBE when I could put that XXX% allocation towards degenerate calls on semiconductors with strategic importance to the Trump admin"
X Link @SharpeShark 2025-10-06T15:22Z 1857 followers, 1110 engagements

"Looking more and more like base metals are primed to follow in the footsteps of precious metals here as inflation becomes a concern the world bends towards growth over austerity and various flavors of infrastructure buildouts gain steam around the world"
X Link @SharpeShark 2025-10-08T12:07Z 1857 followers, XXX engagements

"Part of me wonders if this introduces pretty significant risk to the business during periods of operational volatility $CHRW"
X Link @SharpeShark 2025-10-10T01:00Z 1857 followers, XXX engagements

"@AuclairCapital $CGNX is an interesting one. Shied away because of bad employee reviews but here we are +50% higher"
X Link @SharpeShark 2025-10-08T16:00Z 1857 followers, XXX engagements

"I added $FCX and $SCCO last week. Commodities in general are compelling if you are looking to diversify away from AI as you probably should be"
X Link @SharpeShark 2025-09-23T02:09Z 1860 followers, 1183 engagements

"New tail risk for Western semis with owned fabs in China if China sees this as a grave enough violation to escalate further down the line. $TXN $MU $IFX.DE $HY9H.MU to name a few. Those who use contract manufacturers will be safer"
X Link @SharpeShark 2025-10-13T09:48Z 1858 followers, 1266 engagements

"Im not a Bitcoin expert but this doesnt look terribly bullish for risk assets short-term"
X Link @SharpeShark 2025-10-12T03:06Z 1857 followers, XXX engagements

"Youre a large commercial bank or central bank outside the U.S. Your country has a trade surplus with the U.S. so you end up with extra dollars. Things you can do with those dollars: Buy US govt debt Buy US equities Buy US corporate bonds Buy US real estate Deposit with a US bank Buy precious metals The obvious choice has been buying USTs until recently. Now the credit quality of the U.S. govt is a question and asset seizures seem less taboo after the West froze $300B in Russian assets for the benefit of Ukraine in 2022. Whats the one thing on this list you as a financial institution can buy"
X Link @SharpeShark 2025-09-23T04:30Z 1858 followers, 1664 engagements

"Hmmmmmmmm I thought the whole point of Bitcoin was the government cant take it from you But these mfs got $XX billion out of Cambodia"
X Link @SharpeShark 2025-10-14T16:27Z 1860 followers, XXX engagements

"The Bessent/Trump put basically has to be at-the-money as a matter of national security. Powell is certainly less amenable but hes not naive. Capital markets must remain maximally risk-on to keep AI quantum nuclear semis and the like developing at the fastest rate possible. FDR would have done anything to keep the Manhattan Project alive because the nuke race was existential. We have several ongoing quasi Manhattan Projects which depend on financial stability and a constant flow of private investment. Trump is begging for lower rates not because he wants markets up for his ego but because he"
X Link @SharpeShark 2025-10-11T12:02Z 1857 followers, 2260 engagements

"The British anti-meme agenda has spread to Mexico"
X Link @SharpeShark 2025-10-05T22:07Z 1857 followers, XXX engagements

"@TMTLongShort $NXPI would be low-hanging fruit and keeps the escalation isolated to the Dutch"
X Link @SharpeShark 2025-10-13T14:10Z 1858 followers, XXX engagements

"@cherrygarciafan To buy the fartcoin dip"
X Link @SharpeShark 2025-10-12T02:04Z 1857 followers, XX engagements

"We dont import cooking oil for consumption from China btw. We buy their used cooking oil to burn as biodiesel. Arguably $ADM should be a short because feedstock for biodiesel will be more expensive"
X Link @SharpeShark 2025-10-14T22:02Z 1860 followers, XXX engagements

"Whoevers buying $CHRW as an AI integration play when non-domiciled CDLs are getting pushed out of the market at a breakneck pace and constricting supply is out of their mind imo"
X Link @SharpeShark 2025-10-10T00:29Z 1858 followers, XXX engagements

"$ZAP could be decent"
X Link @SharpeShark 2025-10-06T22:03Z 1857 followers, XXX engagements

"@PegasusFund @Sleepysolcap Fellas the cooking oil we import from China is used cooking oil for biodiesel. We get the stuff in our cabinets from Canada and Indonesia and our own producers"
X Link @SharpeShark 2025-10-14T21:59Z 1860 followers, XXX engagements

"Havent looked at $CF in a while. XXXX% FCF yield XX% buyback yield 11x Fwd P/E XX% YoY revenue growth XX% ROIC Primary risks are urea prices (corn is up which is supportive) and the longtime CEO is retiring in January. Seems so good Im afraid Im missing something"
X Link @SharpeShark 2025-09-24T05:40Z 1859 followers, XXX engagements

"Get ready for energy infra stocks to rip some more I guess"
X Link @SharpeShark 2025-10-06T21:45Z 1857 followers, 5481 engagements

"Biotech might be the trade for the next decade"
X Link @SharpeShark 2025-10-04T01:59Z 1860 followers, 20.3K engagements

"$100k visas gm $CTSH $INFY"
X Link @SharpeShark 2025-09-19T18:37Z 1858 followers, XXX engagements

"$MOS should in my mind get some degree of a bid from China hostilities given their unique domestic position. Not that anyones really interested in bidding anything rn"
X Link @SharpeShark 2025-10-10T20:26Z 1857 followers, XXX engagements

"Its fun to poke fun at $CSU.TO disciples but tbh I think you can feel pretty comfortable about forward returns at 24x FCF as long as the business model doesnt blow up without Mark Leonard and idk why it should"
X Link @SharpeShark 2025-09-27T10:13Z 1857 followers, XXX engagements

"Was hoping for $MRVL to tag $XX today no dice"
X Link @SharpeShark 2025-10-03T18:00Z 1858 followers, XXX engagements

"Very good news Added $NUE $RS to the portfolio"
X Link @SharpeShark 2025-09-22T15:49Z 1857 followers, XXX engagements

"Advanced packaging winning $AMKR"
X Link @SharpeShark 2025-10-06T16:37Z 1859 followers, XXX engagements

"My stock is having one of its biggest drawdowns ever because its CEO came out and said its too expensive and its facing a threat it hasnt seen before. The past is a perfect predictor of the future even when structural shifts are underway so the dip is free money $CSU.TO"
X Link @SharpeShark 2025-09-23T16:53Z 1860 followers, XXX engagements

"Take a shot every time someone says that was the top"
X Link @SharpeShark 2025-10-07T16:49Z 1856 followers, XXX engagements

"$MOS: geopolitical risk and natsec. Potash was recently designated as a critical mineral and phosphate is the subject of a bipartisan push to add (Trump stake). And potash/phosphate supplies are concentrated in unfriendly countries. Plus fert prices risen off of cycical lows"
X Link @SharpeShark 2025-10-04T22:27Z 1858 followers, 2466 engagements

"Ever since I started paying attention to freight last night for the $CHRW short my feed has been full of disgruntled American truck drivers ripping into the orgs that have pushed them out of the industry and Im super here for it"
X Link @SharpeShark 2025-10-09T02:08Z 1857 followers, XXX engagements

"Shipments dropping but rates have flattened out. Worst freight market in living memory. Sounds like a good time to buy the highest quality names in the space that can grow out of the hole. Looking at you $ODFL"
X Link @SharpeShark 2025-09-23T05:58Z 1858 followers, XXX engagements

"If Trump takes a hardline stance on Taiwan from this is that bullish or bearish $TSM"
X Link @SharpeShark 2025-10-10T19:50Z 1858 followers, XXX engagements

"Oh no whats this $CHRW"
X Link @SharpeShark 2025-10-11T21:48Z 1857 followers, XXX engagements