@SindhuReddy Avatar @SindhuReddy Sindhu

Sindhu posts on X about ai, $spy, $qqq, $googl the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 81.67% technology brands 42.63% finance 36.25% cryptocurrencies 7.97% automotive brands 7.97% countries 7.17% celebrities 2.79% currencies 1.59% financial services 1.2% exchanges 1.2%

Social topic influence ai 25.9%, $spy #53, $qqq #16, $googl 13.55%, $amzn #102, $nvda #329, $msft #46, meta 10.36%, $meta #152, $tsla #552

Top accounts mentioned or mentioned by @stocksavvyshay @zerohedge @kobeissiletter @deitaone @aleabitoreddit @mrderivatives @unusualwhales @aakashgupta @investingcom @thetechinvest @trendspider @barchart @watcherguru @moninvestor @cnbc @iamtomnash @elonmusk @bulltheoryio @morningbrew @boringbiz

Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Metadium (META) Tesla, Inc. (TSLA) Iris Energy Limited (IREN) Micron Technology, Inc. (MU) Cipher Mining Inc. Common Stock (CIFR) SPDR GOLD ETF (GLD) Palantir Technologies Inc. (PLTR) Bitcoin (BTC) Broadcom, Inc. (AVGO) Apple, Inc. (AAPL) Advanced Micro Devices (AMD) Robinhood Markets, Inc. (HOOD) Sandisk Corporation (SNDK) TeraWulf Inc. (WULF) Nebius Group N.V. Class A Ordinary Shares (NBIS) Ethereum (ETH) Netflix Inc (NFLX) Novo-Nordisk (NVO) SideShift (XAI) Taiwan Semiconductor (TSM) Hims & Hers Health, Inc. (HIMS) Now Coin (NOW) CoreWeave, Inc (CRWV) Credo Technology Group Holding Ltd (CRDO) Strategy (MSTR) Bull Market (BULL) Salesforce Inc (CRM) Snowflake Inc. (SNOW) Goldman Sachs (GS)

Top Social Posts

Top posts by engagements in the last [--] hours

"@dannycheng2022 $SNDK $1k is possible if the NAND shortage extends through [----] but people are chasing a 1400%+ run at ATHs. Risk/reward isn't great herewait for a pullback or play $MU/$WDC for similar exposure with less technical risk. No short only long on dips"
X Link 2026-02-04T06:47Z [---] followers, [----] engagements

"Spot on. Theres a strange ego trap in trying to 'save' a broken stock when you could just ride the coattails of the most profitable companies in history. Chilling in the HBM (High Bandwidth Memory) leaders like SK Hynix $MU $SNDK is basically just a bet on the physics of AIway higher probability than a software turnaround. $NVDA $AMD $MSFT https://twitter.com/i/web/status/2018973811782111469 https://twitter.com/i/web/status/2018973811782111469"
X Link 2026-02-04T09:04Z [---] followers, [----] engagements

"GOOGLE'S $180B CAPEX: WHO WINS 💰 Google just guided $175-185B in [----] spending. 60% goes to servers/chips 40% to data centers & networking. Here's where the money flows: 🔵 SEMICONDUCTORS $NVDA - Still the dominant GPU supplier Google uses GB300 chips for AI clusters $AVGO - Makes Google's TPU chips Delivered $21B worth of TPUs to Anthropic via Google Cloud $60-90B opportunity from top [--] customers alone $TSM - Manufactures everything Every chip Google buys = TSM revenue $MU - HBM memory in every AI chip No GPUs or TPUs work without Micron's memory 🔵 NETWORKING $AVGO - Also dominates"
X Link 2026-02-04T22:41Z [---] followers, [---] engagements

"@aleabitoreddit Mediateks role is underappreciated. Hyperscaler capex at this scale doesnt get deployed without multiple silicon partners. Even partial TPU participation validates their DC ASIC ambitions especially as customers diversify away from single-vendor risk. $GOOGL $MSFT $META $AMZN"
X Link 2026-02-05T00:18Z [---] followers, [---] engagements

"Quick take on $AMD valuation dislocation: $680B hyperscaler capex this year Most allocated to AI chips AMD guiding 35% CAGR through [----] Currently trading 8x [----] estimated earnings That's e-commerce stock multiples for a semiconductor company with 35% growth and AI tailwinds. Market is pricing in execution risk + NVDA dominance concerns. Contrarian view: If AMD captures even 20% of datacenter AI chip TAM current valuation is absurd. Watching for entry on further weakness. This is a dip-buy candidate not a chase. Risk: NVDA maintains 80%+ market share AMD MI300 ramp disappoints. Not financial"
X Link 2026-02-05T10:22Z [---] followers, [---] engagements

"Quick take on EM record inflows: $20.6B is impressive but here's the REAL signal: $IEMG alone took $8.9B (43% of total) That's PASSIVE index buying not active selection. What this tells us: Retail/institutional using broad baskets for "diversification" Not discriminating between quality EM vs junk Rising tide lifting all boats (for now) The opportunity SELECTIVE country/sector exposure What specific country/sector are you watching INDIA NIFTY100 CHINA Tech $INDIA $FXC https://twitter.com/i/web/status/2019358265373606163 https://twitter.com/i/web/status/2019358265373606163"
X Link 2026-02-05T10:31Z [---] followers, [----] engagements

"@DividendTalks The real question isn't "which has most upside" - it's "which has the strongest earnings floor if things go wrong" $NVDA $AVGO $MRVL $META $V $MA"
X Link 2026-02-05T11:29Z [---] followers, [---] engagements

"@Barchart Its essentially a "double whammy" of unexpected supply and a sudden fear that the AI-driven demand isn't coming as fast as we thought. $OKLO $SMR"
X Link 2026-02-05T12:59Z [---] followers, [----] engagements

"POWER GRID BOTTLENECK = AI INFRASTRUCTURE OPPORTUNITY $VRT $ETN $PWR The grid backbone enabling AI datacenter buildout. THE SETUP: Datacenters require massive power. US grid capacity is the limiting factor for AI expansion not chip supply. $VRT (Vertiv): Datacenter cooling & power management - Guidance: High-teens revenue growth - Margin expansion story as scale increases - Direct beneficiary of every new AI datacenter $ETN (Eaton): Electrical infrastructure - Power distribution for datacenters - Backlog building as hyperscalers secure power capacity - Trading at reasonable multiples vs"
X Link 2026-02-05T16:58Z [---] followers, [---] engagements

"The market spent [----] betting on "deregulation and growth" (which fueled stocks and crypto). Gold however was betting on "geopolitical friction and debt." While the growth narrative has hit a wall the debt and friction narratives (tariffs Greenland Iran tensions) have only intensified. $GLD $SLV $SPY $QQQ https://twitter.com/i/web/status/2019458193710014831 https://twitter.com/i/web/status/2019458193710014831"
X Link 2026-02-05T17:08Z [---] followers, [---] engagements

"@BullTheoryio While the Dollar has bled currencies like the Euro ($1.20+) and Sterling ($1.38) have hit their strongest levels in nearly four or five years. $DXY $GBPUSD $EURUSD"
X Link 2026-02-05T17:30Z [---] followers, [---] engagements

"$AMZA By guiding to $200 billion in capital expenditures for [----] Andy Jassy essentially doubled down on the AI arms race blowing past the Street's "high-end" fear of $145B$150B. In today's market "spending for the future" has officially shifted from a bullish signal of confidence to a bearish drain on free cash flow (FCF). https://twitter.com/i/web/status/2019522042450612457 https://twitter.com/i/web/status/2019522042450612457"
X Link 2026-02-05T21:22Z [---] followers, [----] engagements

""SaaSpocalypse" is the right term for this. When an agent can ship 3M lines of code for the cost of a few API calls the "lines of code" metric is officially dead. The value is no longer in the constructionits in the curation. We are moving from a world of "builders" to a world of "architects and critics." If you can't describe exactly what you want more code just means more technical debt. $NVDA $GOOGL $MSFT https://twitter.com/i/web/status/2019663535807025277 https://twitter.com/i/web/status/2019663535807025277"
X Link 2026-02-06T06:44Z [---] followers, [---] engagements

"$BTC $MSTR Bitcoins slide to $60K this week triggered a massive de-leveraging event. $MSTR (Strategy Inc.) got hit even harder falling -17% on Thursday alone to hit a new 52-week low. With Michael Saylors average cost $75K the market is panicking now that his entire treasury is officially underwater. $ETH $BMNR https://twitter.com/i/web/status/2019683384721650141 https://twitter.com/i/web/status/2019683384721650141"
X Link 2026-02-06T08:03Z [---] followers, [---] engagements

"@moninvestor $IREN If the stock "goes green" its likely because the market has pivoted from the headline loss to the massive growth in their AI business BULLISH $CIFR $GOOGL $AMZN"
X Link 2026-02-06T09:41Z [---] followers, [----] engagements

"@StockSavvyShay @fiscal_ai $AMZN $NFLX $TTD Investors have been treating Amazon as a "Retailer" that happens to have a "Cloud" business. They haven't fully priced in the fact that it has become an Ad-Tech and Infrastructure company that happens to have a "Store.""
X Link 2026-02-06T14:05Z [---] followers, [---] engagements

"@Mr_Derivatives With $BULL (Webull) currently sitting at roughly $3 billion market capnearly a 90% drop from its highs last yearand $HOOD holding steady around $70-80 billion Robinhood could practically buy them with the cash they have under their couch cushions"
X Link 2026-02-06T14:28Z [---] followers, [----] engagements

"📊 BIG TECH CAPEX EXPLOSION 📊 [----] 2026E: Google: $25B $185B 640% Amazon: $15B $200B 1233% Microsoft: $15B $117B 679% Meta: $15B $135B 800% Total: $637 BILLION annually Where does this flow Into AI infrastructure bottlenecks: 🔸 Memory & Storage 🔸 Networking (400G1.6T) 🔸 Power & Grid 🔸 Semiconductor Tools 🔸 Cooling Systems These sectors have MULTI-YEAR contracted revenue visibility now While traders chase momentum in hyperscalers smart money is accumulating the infrastructure plays that make this buildout possible 💎 Not financial advice. High risk. DYOR. Credit: @LeverageShares"
X Link 2026-02-06T16:18Z [---] followers, [---] engagements

"$BTC It sounds extreme to the people who bought at $120k but mathematically its just a standard 60-65% retracement from the top. In previous cycles we saw 80%+. With institutional ETFs now providing a "heavier" floor a 60% drop to $50k is actually a "mild" bear market by historical standards"
X Link 2026-02-06T16:32Z [---] followers, 20.5K engagements

"@moninvestor $ONDS is transforming into a scaled defense powerhouse with management recently hiking [----] revenue guidance by 25% to $170M$180M following a massive 180% surge in backlog"
X Link 2026-02-06T16:35Z [---] followers, [---] engagements

"$ETOR AUM figure is the real kicker. Growing Assets Under Administration by 76% Y/Y to $20.8B (as of Q3) isn't just "growing"it's scaling. That suggests they are successfully moving from a "churn-and-burn" retail trading app to a legitimate wealth management platform where people actually keep their money. https://twitter.com/i/web/status/2019842126779994166 https://twitter.com/i/web/status/2019842126779994166"
X Link 2026-02-06T18:34Z [---] followers, [---] engagements

"The most underrated AI stock right now $TER 🧵 Up 165% in [--] months and somehow still flying under the radar. Let me explain why this semiconductor testing company might be one of the smartest AI plays nobody's talking about: Here's the thing everyone forgets about AI chips: Before $NVDA $AMD or $AVGO can ship a single chip it has to pass rigorous testing. $TER makes the equipment that does that testing. Literally every AI chip in production goes through their machines. They reported Q4 earnings in FEB and absolutely crushed it: Beat earnings expectations by 30%. Revenue came in at $1.08B."
X Link 2026-02-06T22:25Z [---] followers, [----] engagements

"@DeItaone Smart pivot. Moon missions = NASA contracts proven revenue and shorter feedback loops to iterate Starship. Mars is the vision but the Moon pays the bills and validates the tech. Build capabilities then aim for Mars when it's de-risked. $TSLA $SPACEX"
X Link 2026-02-07T00:07Z [---] followers, [----] engagements

"@KobeissiLetter Appreciate you sharing this Though to be fair 30M might be initial public funding - private sector and EU partnerships could add more. Still the comparison shows how massive the AI economy has become. $NVDA"
X Link 2026-02-07T00:57Z [---] followers, [---] engagements

"@aleabitoreddit Appreciate the early breakdown. Finding actual supply chain bottlenecks before the consensus is where the real alpha is. $AXTI $MU"
X Link 2026-02-07T01:32Z [---] followers, [----] engagements

"@unusual_whales Appreciate you sharing this Back-office is the perfect wedge - high volume rules-based measurable ROI. Once they prove it there every bank will want in. Smart first move by Anthropic"
X Link 2026-02-07T08:13Z [---] followers, [---] engagements

"@aakashgupta Selling a $980M gigafactory for $100 is the perfect metaphor. They didnt fail at EVs - they failed at commitment. $BYD losing money while outspending on R&D vs. Detroit cutting engineers to save costs tells you whos playing the long game"
X Link 2026-02-07T08:26Z [---] followers, [---] engagements

"@aakashgupta The market is pricing WMT like a tech stock because its becoming one - ad revenue growing 30%+ e-commerce scaled and its the only retailer that actually beat Amazon at omnichannel. Defensive moat + growth optionality = paying 40x for groceries $WMT $AMZN"
X Link 2026-02-07T09:08Z [---] followers, [----] engagements

"Appreciate this breakdown. Mapping bottlenecks to specific tickers is exactly how you find alpha - most people chase the headlines while the actual constraints are [--] layers deep in the stack. The upstream vs midstream callout is key - $AXTI controls supply but $MU control pricing. Both work just different risk/reward profiles. Solid research 🧐 https://twitter.com/i/web/status/2020103329079078973 https://twitter.com/i/web/status/2020103329079078973"
X Link 2026-02-07T11:52Z [---] followers, [----] engagements

"Excellent bottleneck mapping across the AI infrastructure stack. Key insight: bottlenecks = pricing power. When supply cant meet demand whoever controls the constraint controls margins. HBM/photonics are the obvious plays but dont sleep on power delivery - $MPWR and $VICR are quietly essential and often overlooked. Worth bookmarking this for allocation decisions. $MU $AVGO $SNDK $AXTI $TSM $NVDA $AMD $MRVL $TER @aleabitoreddit Here's my TLDR + mapped into investment framework from Semivision bottleneck summary: HBM: HBM4 (16Hi) - Samsung Sk Hynix $MU HBF - $SNDK Kioxia Base Die - $TSM Samsung"
X Link 2026-02-07T11:59Z [---] followers, [---] engagements

"@WatcherGuru $GLD $BTC Thanks for sharing. US strategic reserve buying at $60k would be massive validation. Though usually those moves leak through official channels not Cramer tips"
X Link 2026-02-07T17:19Z [---] followers, [---] engagements

"@StockSavvyShay Good picks. Under $10B is where you actually get asymmetry if the thesis hits. $OKLO and $EOSE solving the power bottleneck angle is underrated - everyone chases compute nobody owns the utility layer"
X Link 2026-02-07T18:58Z [---] followers, [---] engagements

"@MorningBrew Great breakdown of this timeline. Thursday to Saturday might be a record for disruptive innovation to nevermind in healthcare. $HIMS $NVO"
X Link 2026-02-07T20:21Z [---] followers, [----] engagements

"@KobeissiLetter Great breakdown of the data. [--] consecutive months of inflows plus record miner ETF demand shows this isnt just momentum tradingtheres real conviction building here. $GLD $SLV"
X Link 2026-02-07T20:31Z [---] followers, [---] engagements

"@Investingcom That was fast. Announcement to shutdown in under [--] hours once FDA and Novo got involved. $HIMS $NVO"
X Link 2026-02-07T20:33Z [---] followers, [---] engagements

"@MorningBrew The risk/reward calculation changed fast once FDA started asking questions and Novo threatened litigation. $HIMS $NVO"
X Link 2026-02-07T20:40Z [---] followers, [---] engagements

"@CNBC That escalated and de-escalated quickly. Novos legal muscle ended this faster than most product launches. $HIMS $NVO"
X Link 2026-02-07T20:59Z [---] followers, [---] engagements

"@aakashgupta The math is simple: Latency is the tax on thought. Developers will always pay a premium to stay in "the flow." Anthropic just figured out exactly how much that flow is worth per GPU-hour. $AMZN"
X Link 2026-02-07T23:15Z [---] followers, [---] engagements

"@BoringBiz_ The Club (the big enterprise players) will likely survive because of the legal and technical risks Sacks mentioned but they are being forced to evolve from selling seats for humans to selling outcomes for agents. $CRM $SNOW $NOW"
X Link 2026-02-08T00:19Z [---] followers, [----] engagements

"Yes although I love the internet technology and how it is helping the poor I was also trying to highlight who it benefited more economically. But there is no question about its use cases in uplifting the peoples lives in a manner that wasnt possible 20-30 years ago. So I appreciate those (top 0.01) making it a reality"
X Link 2026-02-08T00:41Z [---] followers, [--] engagements

"@TheTechInvest The market is currently resetting its expectations as $IREN flushes out its legacy mining identity. Those looking past the "EPS miss" see a company that has successfully converted a $BTC mining fleet into a multi-gigawatt AI factory. $IREN"
X Link 2026-02-08T00:47Z [---] followers, [----] engagements

"@Mr_Derivatives The disconnect is wild: ServiceNow just reported a "beat and raise" Q4 with revenue hitting $3.57 billion and a massive $9.5 billion buyback authorization. Lets see if this sees a bounce. $NOW"
X Link 2026-02-08T01:06Z [---] followers, [---] engagements

"@Barchart Almost everyone has the IQ to understand a balance sheet but very few have the emotional discipline to watch a high-quality stock drop 30% without hitting the "sell" button. $SPY"
X Link 2026-02-08T01:16Z [---] followers, [---] engagements

"@zerohedge With China and Turkey still heavily linked to Tehran this 25% 'example' tariff is a direct shot across the bow. It's no longer about sanctionsit's about making trade with Iran too expensive for anyone else to justify"
X Link 2026-02-08T07:31Z [---] followers, [---] engagements

"Interesting take on the trade rebalancing. The China-to-Mexico shift is real and continuing though the overall US trade deficit has actually expanded in recent years even as the bilateral China deficit narrowed. Supply chain diversification seems driven by both policy and post-COVID risk management. https://twitter.com/i/web/status/2020402385781174490 https://twitter.com/i/web/status/2020402385781174490"
X Link 2026-02-08T07:40Z [---] followers, [----] engagements

"US INFLATION DROPS TO NEW YEARLY LOW: 0.63% If this trend holds it significantly strengthens the case for continued Fed easing. Markets are already pricing in multiple rate cuts for [----] and this data adds fuel to that view. The key question now is Powells timingdoes he move preemptively on the disinflationary momentum or does he wait for clearer signs of labor market softening before accelerating the pace The ideal scenario were tracking: sustained disinflation without tipping into recession. That would give the Fed room to support growth while inflation normalizes. Early data suggests we"
X Link 2026-02-08T09:57Z [---] followers, [--] engagements

"Small Cap Stocks score best day since August 📈📈 $IWM (Russell 2000) surged +3.59% today to close above $265. Key observations: Strongest single-day gain in nearly [--] months Breaking above recent consolidation pattern Small caps showing renewed strength after choppy start to [----] Chart shows two major momentum zones (circled): [--] August breakout that launched the fall rally [--] Current surge breaking through resistance Volume & conviction both strong today. Are small caps finally ready to lead again 🤔 $SPY $QQQ #SmallCaps #RussellIWM #StockMarket"
X Link 2026-02-08T11:07Z [---] followers, [--] engagements

"JAPAN ELECTION: What It Means for US Stocks Exit polls show a landslide victory for PM Sanae Takaichi (LDP) Japan's first female leader and self-proclaimed "ultra-conservative". Her "Japan First" agenda has major implications for US markets 🧵 📊 CARRY TRADE RISK (🔴 Negative for US Tech) Takaichi is pushing a record 122.3T budget + tax cuts JGB yields rising Japanese institutions may pull funds from US Treasuries US yields = pressure on high-valuation tech stocks $QQQ vulnerable to yield drag 💻 SEMICONDUCTORS & DEFENSE (🟢 Positive) "Economic sovereignty" platform means deeper US-Japan"
X Link 2026-02-08T13:45Z [---] followers, [---] engagements

"@Investingcom Great calendar summary. The Fed speaker commentary will be telling - watch if they start emphasizing "data-dependent" more vs. pushing back on cut timing. Retail sales Monday could be the sleeper if it shows consumer exhaustion. Sets up the CPI print"
X Link 2026-02-08T13:59Z [---] followers, [---] engagements

"@StockSavvyShay Great mapping of the entire stack. What stands out is that you can play the same $600B in capex 30+ different ways but timing matters. $NVDA $AVGO $ASML $TSM"
X Link 2026-02-08T15:35Z [---] followers, [----] engagements

"Thank you. I will be a buyer at [---] WMA. $MSFT $AMZN To quote the late great Charlie Munger: "If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P [---] by a large margin over time. The problem is few human beings have that kind of discipline." $MSFT https://t.co/kKlvAvJUxm To quote the late great Charlie Munger: "If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P [---] by a large margin over time. The problem is few human beings have that kind of discipline." $MSFT https://t.co/kKlvAvJUxm"
X Link 2026-02-08T16:37Z [---] followers, [---] engagements

"This is the "liquidity trap" scenario. Everyone fears inflation but deflation is the real ghost in the machine. Once the "wait for lower prices" mindset takes hold the velocity of money collapses. The Fed is so worried about the 1970s (inflation) that theyre ignoring the risks of the 1930s. https://twitter.com/i/web/status/2020560346881163318 https://twitter.com/i/web/status/2020560346881163318"
X Link 2026-02-08T18:08Z [---] followers, [---] engagements

"STOCK SELL-OFF NOT OVER GOLDMAN TRADERS SAY Goldman Sachs warns US stocks could face more selling this week driven by trend-following funds (CTAs) that have already hit sell triggers in the S&P [---]. The numbers are staggering: Up to $33B in CTA selling this week As much as $80B over the next month if S&P keeps falling Selling expected even in flat/rising markets Market dynamics making it worse: Thin liquidity Short gamma positioning amplifying swings Risk-parity and vol-control funds ready to cut exposure Retail showing fatigue Here's what matters: Fundamentals don't matter when the plumbing"
X Link 2026-02-08T18:56Z [---] followers, [--] engagements

"@StockSavvyShay @truflation Worth watching: core services inflation and wage growth. Those are the stickier components that could keep the Fed cautious even as headline numbers look friendly"
X Link 2026-02-08T18:59Z [---] followers, [---] engagements

"THE POLICY MIX IS SCREAMING ONE THING Let's look at what's actually happening: [--]. US President with a [------] price target on the Dow [--]. New Fed Chair who is "required" to cut interest rates [--]. $2000 stimulus checks back in discussion [--]. US government buying $200 billion in mortgage bonds [--]. New $1.2 trillion funding bill signed into effect [--]. Trump saying USD is "doing great" after -10% drop This isn't subtle. The policy response to every problem real or perceived is the same: more liquidity more spending weaker currency. When leadership celebrates a 10% currency decline as "doing great" you"
X Link 2026-02-08T19:11Z [---] followers, [--] engagements

"If they dont scare you out they will wear you out. $MSFT $PLTR $CRWD $ZS $IREN $CIFR $ASTS $RDW Peter Lynch on Picking Bottoms: If they dont scare you out they will wear you out. $UNH https://t.co/dsNOzt1jRg Peter Lynch on Picking Bottoms: If they dont scare you out they will wear you out. $UNH https://t.co/dsNOzt1jRg"
X Link 2026-02-08T20:47Z [---] followers, [---] engagements

"@charliebilello Appreciate the housing data. [--] consecutive months of rent deflation while mortgage payments stay elevated is a clear signal - affordability crisis shifting from renters to buyers"
X Link 2026-02-08T20:57Z [---] followers, [---] engagements

"@DeItaone Trilateral talks involving the US Ukraine and Russia are ongoing in Abu Dhabi but no major breakthrough has been reached to end the energy infrastructure attacks currently freezing parts of Ukraine. $SPY"
X Link 2026-02-08T21:21Z [---] followers, [----] engagements

"@TheRonnieVShow $IREN That 10% power utilization figure is the real kicker here. Huge runway ahead if they can execute on the GPU rollout. $3.4B ARR is a massive target but the infrastructure seems ready for it. 🚀 $CIFR $APLD $WULF"
X Link 2026-02-08T21:54Z [---] followers, [---] engagements

"$IREN Great breakdown. Everyone talks about GPUs (Which is also very important) but nobody talks about the years of permits land acquisition and substation builds required to hit 1.6GW. You can't just manifest that with a VC check. The "software capabilities" disclosure is the secret sauce for margins. $CIFR $APLD $WULF $NBIS $CRWV https://twitter.com/i/web/status/2020618157346746587 https://twitter.com/i/web/status/2020618157346746587"
X Link 2026-02-08T21:58Z [---] followers, [----] engagements

"🚨 $IREN Q2 Earnings: Why Bears Are Missing the Bigger Picture 🚨 ⚡ POWER DOMINANCE - Grew capacity 50% in ONE quarter to 1.6GW - Navigating power bottlenecks while peers scramble 🤖 AI TRANSFORMATION - AI Cloud revenue +137% QoQ - Now "largest vertically integrated AI Data Center platform" - Disclosed software capabilities for first time 💰 FINANCIAL STRENGTH - Secured $3.6B financing (95% of MSFT deal GPU costs) - Institutional PTs: $100+ 🎯 STRATEGIC POSITIONING - Multiple offers from hyperscalers & enterprises - CHOOSING partners vs. desperate contracting - Focus on long-term value over"
X Link 2026-02-08T22:02Z [---] followers, [---] engagements

"🚀 BULLISH $AMZN AWS Growth Engine Accelerating The data tells a compelling story: 📊 AWS Revenue: $25.7B $128.7B (20182025) - 401.8% total growth - 25.9% CAGR consistently strong 🔥 RPO (1-year contracts): $19.3B $244B (20182025) - 1164% total growth - 43.6% CAGR THIS IS THE KEY Why RPO matters: RPO = contracted future revenue already locked in. It is growing [---] faster than current revenue (43.6% vs. 25.9%). ✅ Massive enterprise commitments to AWS ✅ Multi-year contracts creating revenue visibility ✅ Accelerating growth trajectory ahead ✅ $244B RPO vs. $129B revenue = nearly [--] years of"
X Link 2026-02-08T22:25Z [---] followers, [---] engagements

"@bindureddy This is a real step forward but the leap from can build to can maintain in production is where most systems break. Still the direction is undeniable. $GOOGL $ANTHROPIC $OPENAI $TSLA"
X Link 2026-02-08T22:30Z [---] followers, [---] engagements

"$IGV AI killing SaaS would be like the internet killing software. Same fear different decade. $CRM $NOW $SNOW $ZS $CRWD $RBRK $PANW"
X Link 2026-02-08T22:48Z [---] followers, [---] engagements

"@XFreeze The math is becoming impossible to ignore for any serious fleet manager. When you cut energy costs by 70% and slash maintenance by half you aren't just saving moneyyou're gaining a competitive weapon. $TSLA"
X Link 2026-02-08T23:14Z [---] followers, [----] engagements

"@KobeissiLetter Seeing green across the board in futures suggests that equity traders are decoupling from the "AI spending anxiety" that plagued Amazon and Microsoft last week. $SPY $QQQ $GOOGL $AMZN"
X Link 2026-02-08T23:20Z [---] followers, [----] engagements

"@WatcherGuru @BTCPrice The "Crypto Winter 2026" narrative lasted all of about three days. If we flip $72K into support $80K becomes the next logical magnet. $BTC $ETH $MSTR $BMNR"
X Link 2026-02-08T23:25Z [---] followers, [----] engagements

"@Investingcom The leverage has been flushed the weak hands were liquidated during the 26% single-day plunge and the smart money is moving back in to play the "Physical Reality" vs. "Paper Price" gap. $GLD $SLV"
X Link 2026-02-08T23:29Z [---] followers, [---] engagements

"@zerohedge This is a massive win for the "America First" fishing policy and a major relief for the New England maritime community"
X Link 2026-02-08T23:42Z [---] followers, [---] engagements

"The move from 50k to [------] by [----] is a bold "double or nothing" bet on American industry but the logic is consistent: aggressive tariffs energy independence and a weaker dollar to supercharge exports. If the first year of the term is any indication the "Trump Trade" still has plenty of room to run. $SPY $QQQ $DOW https://twitter.com/i/web/status/2020644891227779193 https://twitter.com/i/web/status/2020644891227779193"
X Link 2026-02-08T23:44Z [---] followers, [----] engagements

"@barkmeta The commodities market never sleeps even during the Super Bowl. Seeing Gold reclaim $5000 and Silver stabilize at $80 on a Sunday night is the ultimate "quiet part out loud" moment for the global macro shift. $GLD $SLV"
X Link 2026-02-08T23:53Z [---] followers, [----] engagements

"@zerohedge The "warning lights" described by Goldman Sachs are flashing red for a very specific reason: the SaaSpocalypse. $SPY $QQQ $IGV"
X Link 2026-02-09T00:08Z [---] followers, [---] engagements

"@KobeissiLetter The CME's aggressive 36% margin hike was designed to break the momentum but it only created a temporary liquidity vacuum. $GLD $SLV"
X Link 2026-02-09T00:28Z [---] followers, [---] engagements

"@aleabitoreddit @brian_armstrong Standing up against these amendments is the only way to ensure the industry doesn't just become "Wall Street on a Blockchain." $BTC $ETH"
X Link 2026-02-09T00:38Z [---] followers, [--] engagements

"@WatcherGuru Investors were hedging against a messy coalition but a supermajority gives her legislative "god mode" to pass the $135B stimulus package and defense modernization without friction. $NK $NI225 $SPY"
X Link 2026-02-09T00:54Z [---] followers, [----] engagements

"@bindureddy The "Struggle" is where the actual learning happens. When you skip the frustration of a syntax error or a logic loop youre essentially "renting" knowledge instead of owning it. $GOOGL $MSFT $AMZN $OPENAI $ANTHROPIC"
X Link 2026-02-09T01:00Z [---] followers, [---] engagements

"@charliekilo552 @KobeissiLetter Yes that's the fastest way to achieve the target :)"
X Link 2026-02-09T01:01Z [---] followers, [--] engagements

"@TrendSpider At a forward P/E of roughly 22x26x Microsoft is currently trading at its cheapest valuation in three yearscheaper than it was before the ChatGPT boom even started. $MSFT $GOOGL $QQQ $SPY"
X Link 2026-02-09T01:37Z [---] followers, [----] engagements

"@Gubloinvestor $META - Best "AI monetization" $AMZN - Best "Industrial AI""
X Link 2026-02-09T01:41Z [---] followers, [---] engagements

"@HyperTechInvest Because memory prices (DRAM/NAND) have surged 4x since late [----] Chinese hyperscalers like Alibaba and Tencent rushed to buy CPUs early to "lock in" their server builds before total system costs spiraled out of control. $MU $SNDK $INTL $AMD"
X Link 2026-02-09T01:45Z [---] followers, [---] engagements

"The core of every $NVDA bear thesis since [----] has been the digestion period. The idea is that hyperscalers ($META $GOOGL $AMZN $MSFT) will eventually stop buying chips once theyve built their initial clusters leading to a massive revenue crater. But if the roadmap extends beyond [--------] we arent looking at a cluster; we are looking at the re-architecting of global computing. https://twitter.com/i/web/status/2020686487952433531 https://twitter.com/i/web/status/2020686487952433531"
X Link 2026-02-09T02:29Z [---] followers, [---] engagements

"@iamtomnash Palantirs "Ontology" is becoming the standard for enterprise AI $PLTR"
X Link 2026-02-09T08:36Z [---] followers, [---] engagements

"@Dr_Nick_the_1st @zerohedge The SaaSpocalypse is the term for the massive structural meltdown currently hitting the "Software as a Service" (SaaS) industry. I believe it went vial last week"
X Link 2026-02-09T14:01Z [---] followers, [--] engagements

"@DeItaone The reported $3 billion to $3.5 billion deal isn't just a loan; its a high-conviction bet on the physical backbone of Elon Musks AI ambitions. $TSLA $XAI $SPY $NVDA"
X Link 2026-02-09T14:07Z [---] followers, [---] engagements

"🚨 ALPHABET'S ALL-IN AI BET: The Numbers Are Staggering $GOOGL announced last week a jaw-dropping $175-185B CapEx guidance for [----] DOUBLE their $91.4B spend in [----]. To fund this unprecedented buildout they're tapping debt markets with bonds extending to [----]. 📊 THE MAGNITUDE: - Hyperscalers (Google Amazon Meta Microsoft Oracle) issued $121B in debt in [----] alone - Morgan Stanley & JP Morgan project $1.5 TRILLION in debt needed over next few years for AI infrastructure - Wall Street expected $120B for [----] Google just blew past that by $65B at the high end 💰 BUT HERE'S THE KICKER THE ROI"
X Link 2026-02-09T14:27Z [---] followers, [--] engagements

"@elonmusk Grok is officially in hyper-growth mode. 43% MoM download surge and 62M active users before Grok [----] even drops The speed of adoption is outpacing almost every other AI tool on the market right now. The 'xAI + SpaceX' synergy is clearly starting to pay off. 🚀 #Grok #xAI"
X Link 2026-02-09T14:40Z [---] followers, [--] engagements

"@zerohedge While the Nikkei is celebrating Prime Minister Sanae Takaichis landslide victory the currency market is reacting to the newfound political stability and the potential for a hawkish pivot from the Bank of Japan (BoJ) $NK $SPY"
X Link 2026-02-09T14:50Z [---] followers, [---] engagements

"@StockSavvyShay $AMZ The 'overbuilding' myth dies here. $GOOGL $MSFT $META $NVDA"
X Link 2026-02-09T14:53Z [---] followers, [---] engagements

"🔥 UBS: $AMZN AWS Growth Rate to DOUBLE to 38% in [----] Major analyst update just dropped - here's why this matters: 📈 AWS Growth Acceleration: - 2025: 19% growth - 2026E: 38% growth - DOUBLING the rate - 2027E: Mid-30% level sustained 💰 CapEx Signal is BULLISH: $200B guidance (vs consensus $146B) = massive AI infrastructure buildout. UBS says their AWS demand forecast methodology "still functioning well" - translation: visibility is strong. 🎯 The Math: If [----] maintains mid-30% growth AWS essentially DOUBLES revenue and operating profit in just two years. 📊 Performance Obligations (RPO):"
X Link 2026-02-09T14:56Z [---] followers, [---] engagements

"The logic for buying during the "spook" is simple: Fear creates a discount on quality. While the market is focused on cost the companies themselves are focused on survival. As Meta's Mark Zuckerberg famously hinted the risk of being late to AI is far greater than the risk of overspending. If you believe AI is the new electricity then the people building the power plants (Big Tech) are essentially building a moat that no one else can afford to cross. $AMZN $GOOGL $MSFT $META $TSLA $AVGO $MU $PLTR $IREN $CIFR $WULF https://twitter.com/i/web/status/2020916382771134747"
X Link 2026-02-09T17:43Z [---] followers, [--] engagements

"@ONOFOMO [----] will be a great year for investors if they buy into fear not into greed. $SPY $QQQ $PLTR $MU"
X Link 2026-02-09T17:46Z [---] followers, [---] engagements

"@WallStreetMav The logic here is sound: when a commodity price outpaces production costs as aggressively as silver has over the last year the operating leverage for producers becomes a mathematical powerhouse. $SLV $GLD $SPY $QQQ"
X Link 2026-02-09T17:54Z [---] followers, [----] engagements

"@DeItaone Central banks have been on a buying spree absorbing roughly 26% of annual mine output (approx. [---] tonnes) this year. If the "Fiscal Dominance" leads to a US debt crisis sovereign nations will prioritize gold reserves over foreign currency holdings. $GLD $SLV $SPY $QQQ"
X Link 2026-02-09T18:02Z [---] followers, [----] engagements

"@StockSavvyShay $MU Micron confirmed last week that their entire [----] HBM capacity is already committed. Even if they aren't the primary on the first Rubin chips they have locked-in demand from other hyperscalers (like Amazon and Google) who are desperate for HBM4. $AMZN $GOOGL $NVDA $AMD"
X Link 2026-02-09T18:11Z [---] followers, [----] engagements

"$MU Nvidia's Vera Rubin NVL144 system is a beast requiring roughly [---] GB of HBM4 per GPU. The sheer volume of memory needed means Nvidia requires three healthy suppliers. They cannot meet Rubin demand with Samsung and SK Hynix alone. So for me any meaningful dip in $MU is a buying opportunity. $NVDA $AMD $MU is trading lower on reports Samsung is already approved by $NVDA to supply HBM4 for Rubin and may start production this month. Micron does not ramp HBM4 until mid [----] which brings fresh worries about losing early share in the highest margin part of memory. https://t.co/zeEKVXnRqF $MU is"
X Link 2026-02-09T18:13Z [---] followers, [---] engagements

"@unusual_whales Alphabet is transitioning from an "asset-light" software company to an "asset-heavy" infrastructure giant. $GOOGL $AMZN $SPY $QQQ"
X Link 2026-02-09T18:59Z [---] followers, [----] engagements

"We are witnessing a "bifurcation" of the chip market. If you aren't Apple or a trillion-dollar hyperscaler you are essentially being "pushed down" to older nodes or forced to wait until [----]. This makes TSMC the ultimate toll booth for the next three years of AI evolution. $TSM $AAPL https://twitter.com/i/web/status/2020951081061318663 https://twitter.com/i/web/status/2020951081061318663"
X Link 2026-02-09T20:00Z [---] followers, [----] engagements

"🎯 THURSDAY DIP FRIDAY RIP MONDAY CONTINUATION 🚀 Bought the bloodbath on Thursday when everyone was panicking: $AMZN $MSFT $PLTR $MU $CIFR $IREN 💎 THE SETUP Tech got NUKED on Thursday: - Nasdaq -1.5% (worst 3-day slide since April) - $1.5T in market cap evaporated - AI disruption fears went parabolic - Software apocalypse narratives everywhere 📈 THE RECOVERY Friday delivered EXACTLY what dip buyers needed: - Dow +1006 pts (+2.06%) - BEST DAY SINCE MAY - Nasdaq +1.88% - BEST DAY SINCE NOVEMBER - S&P [---] +1.63% - Tech bounced HARD from the lows 🚀 MONDAY FOLLOW-THROUGH AI infrastructure"
X Link 2026-02-09T20:58Z [---] followers, [---] engagements

"@KobeissiLetter That +$6B inflow explains the Friday face-rip perfectly. Investors aren't scared of the AI capex talk. $QQQ $NVDA $PLTR $IREN $CIFR $WULF"
X Link 2026-02-09T21:13Z [---] followers, [---] engagements

"ServiceNow $NOW has undergone a massive valuation reset since early [----]. While it spent [----] as the poster child for "expensive growth" (peaking at 130x150x multiples) the "Software Rout" of January [----] has completely changed the math. If you liked it at 130x earnings. $NOW you should love it at 30x earnings. https://t.co/F0ufhRgUaW If you liked it at 130x earnings. $NOW you should love it at 30x earnings. https://t.co/F0ufhRgUaW"
X Link 2026-02-09T21:42Z [---] followers, [---] engagements

"@KobeissiLetter We went from "Return Capital to Shareholders" to "Build the Supercomputer" real quick. 🏗 $AMZN leading the charge on the zero-buyback policy is the ultimate signal. CapEx is the new dividend. $MSFT $AAPL $GOOGL $META"
X Link 2026-02-09T22:05Z [---] followers, [---] engagements

"@StockSavvyShay $CRDO That $CRDO update is a massive statement. Jumping from a $340M midpoint to $406M is wild"
X Link 2026-02-09T22:07Z [---] followers, [---] engagements

"@TrendSpider That correlation is becoming the "macro signal" of the year. Historically $BTC and $IGV (Software) have shared a high-beta liquidity-driven DNA but early [----] has been particularly brutal for both. $SPY $QQQ"
X Link 2026-02-09T22:09Z [---] followers, [---] engagements

"@SmallCapSnipa OpenAI: "We need 7GW." Anthropic: "Hold my Claude were going for 10." The AI infrastructure war has officially entered the "Gigawatt Era." Total power grabliterally. ⚡🚀 $NVDA $AMZN $MSFT $GOOGL $META"
X Link 2026-02-09T22:13Z [---] followers, [---] engagements

"$GOOGL Amazing. Alphabet $20B bond Deal. Based on market data for today here is the breakdown of the estimated annual interest rates for each tranche. Alphabet deal upsized to $20BN from $15BN. Looks like they scrapped the 100Yr piece - $2.5BN 3Y FXD At +27 - $3BN 5Y FXD At +43 - $3BN 7Y FXD At +53 - $4.25BN 10Y FXD At +63 - $1.5BN 20Y FXD At +75 - $4BN 30Y FXD At +83 - $1.5BN 40Y FXD At +95 Alphabet deal upsized to $20BN from $15BN. Looks like they scrapped the 100Yr piece - $2.5BN 3Y FXD At +27 - $3BN 5Y FXD At +43 - $3BN 7Y FXD At +53 - $4.25BN 10Y FXD At +63 - $1.5BN 20Y FXD At +75 - $4BN"
X Link 2026-02-09T22:23Z [---] followers, [---] engagements

"@zerohedge Amazing. Bond investors just handed Google $20BN at incredibly thin spreads. While equity investors fret over "ROI on AI. $GOOGL $QQQ $AMZN $META"
X Link 2026-02-09T22:25Z [---] followers, [---] engagements

"@TheTechInvest $IREN had a massive V shape recovery from Thursday lows. Well Done"
X Link 2026-02-09T22:26Z [---] followers, [---] engagements

"@StockSavvyShay $CIFR Massive turnaround from Thursday night lows"
X Link 2026-02-09T22:27Z [---] followers, [---] engagements

"Incredible rotation today. Were seeing a shift from 'hyperscaler hype' into actual execution names. $CIFR $WULF and $IREN popping on a day when Bitcoin is wobbling shows investors are valuing the AI power/compute pivot over the underlying coin. Quality growth is back. MONSTER DAY FOR GROWTH STOCKS $APP +18% $WULF +17% $ALAB +15% $CIFR +15% $RBLX +11% $IREN +11% $CRDO +11% $SHOP +10% $QS +10% $CRML +9% $PL +8% $EOSE +8% $NBIS +8% $UUUU +8% $CRWV +8% $RBRK +7% $PLTR +6% $ONDS +6% MONSTER DAY FOR GROWTH STOCKS $APP +18% $WULF +17% $ALAB +15% $CIFR +15% $RBLX +11% $IREN +11% $CRDO +11% $SHOP +10%"
X Link 2026-02-09T23:15Z [---] followers, [---] engagements

"@StockSavvyShay The 'dip buyers' finally woke up. After weeks of everyone calling for an AI bubble this feels like a massive validation for the infrastructure and ad-tech plays. $IREN $CIFR $WULF"
X Link 2026-02-09T23:16Z [---] followers, [---] engagements

"@TheRonnieVShow $META and $AMZN are literally spending $300B+ on capex this year and names like $IREN and $NBIS are the ones catching that spend. Buying the customer and the vendor at the same time is a pro move"
X Link 2026-02-09T23:20Z [---] followers, [---] engagements

"@Mr_Derivatives That [----] gap is definitely the magnet. 🧲 A 5% haircut from here would put us right at [----] making that fill almost too perfect to ignore. [--] out of [--] months green is a hell of a run. $SPY $QQQ"
X Link 2026-02-09T23:24Z [---] followers, [----] engagements

"@moninvestor Anthropic moving from 'cloud renter' to 'infrastructure owner' with Fluidstack is the ultimate signal that the AI race has moved from the software layer to the power layer. Huge for $CIFR $IREN and $WULF who already have the slots on the grid. ⚡"
X Link 2026-02-09T23:28Z [---] followers, [---] engagements

"@StockSavvyShay 15% growth 🤯 Thats basically 'China in the 90s' levels of expansion. Even if we hit a third of that were looking at a generational bull market. $SPY $QQQ $IWM"
X Link 2026-02-09T23:34Z [---] followers, [---] engagements

"@DeItaone What's Taxed: Advanced chips like the NVIDIA H200 and AMD MI325X if they aren't contributing to "domestic buildouts." What's Exempt: Chips imported for U.S. Data Centers startups research and general consumer electronics (laptops/phones). $SPY $QQQ $NVDA"
X Link 2026-02-09T23:38Z [---] followers, [----] engagements

"@NoLimitGains Definitely keeping notifications on for your next move. The generational wealth transfer usually happens right when the "capitulation signal" feels the most painful. $SLV $GLD"
X Link 2026-02-10T08:38Z [---] followers, [----] engagements

"@Investingcom Expectations for aggressive fiscal spending and tax cuts (especially that 8% food tax suspension) are driving massive retail and institutional inflows. $NK $NI225"
X Link 2026-02-10T11:07Z [---] followers, [---] engagements

"🚨 GOLDMAN SACHS ALGO APOCALYPSE WARNING This isn't your typical "recession incoming" scare. This is pure market mechanicsand it's potentially more dangerous. Goldman's trading desk just dropped a bombshell: we're hitting technical levels that could force AUTOMATED funds to dump $33-80 BILLION in stocks regardless of fundamentals. 📊 THE CRITICAL NUMBERS: $33 Billion Immediate Risk If markets keep sliding this week systematic CTA funds will be FORCED to sell $33B in US equities 🔴 The $80 Billion Danger Zone S&P [---] level: [----] Break below this Goldman warns we could see $80B in algorithmic"
X Link 2026-02-10T11:16Z [---] followers, [--] engagements

"@StockSavvyShay The 37% jump suggests demand from $NVDA $AAPL and $AMD is currently outstripping the 14% growth expected for the rest of the foundry industry"
X Link 2026-02-10T11:35Z [---] followers, [---] engagements

"🚀 TSMC JUST DROPPED AN ABSOLUTE MONSTER REPORT 🚀 January revenue: $12.71 BILLION YoY growth: 37% They guided for 30% growth for the FULL YEAR. They just CRUSHED that in January alone. 💰 THE CAPITAL BLITZ: $30B capital injection into global subsidiary $1.9B bond issuance (NT$60B) [----] Capex: $52-56 BILLION (up to 37% higher vs 2025) This isn't cautious planning. This is a full-scale SPRINT to build "Foundry 2.0"evolving from just printing wafers to becoming a complete AI systems manufacturer. 📈 THE NUMBERS THAT MATTER: 🔥 Demand Dominance 37% growth while rest of foundry industry grows"
X Link 2026-02-10T11:43Z [---] followers, [--] engagements

"@TheTechInvest Big Tech has the money but the "miners" have the power. $GOOGL $AMZN $MSFT $IREN $CIFR"
X Link 2026-02-10T11:46Z [---] followers, [----] engagements

"@Barchart This isnt China "running out of money." They are swapping paper for metal. $GLD $SLV $SPY"
X Link 2026-02-10T11:48Z [---] followers, [---] engagements

"@jukan05 The shift from "individual chips" to "integrated rack-scale systems" is officially turning NAND flash from a generic PC component into a high-performance AI fuel. $NVDA $SNDK $MU"
X Link 2026-02-10T12:07Z [---] followers, [----] engagements

"@DeItaone Memory prices (DRAM/NAND) are skyrocketing due to the AI infrastructure boom but Apple will simply pass those costs to the consumer without denting demand. $AAPL $MU $SNDK $WDC"
X Link 2026-02-10T12:31Z [---] followers, [---] engagements

"@zerohedge The Federal Reserves "diet" hasnt historically gone as planned. $SPY $QQQ"
X Link 2026-02-10T12:32Z [---] followers, [---] engagements

"@aleabitoreddit @michaeljburry The "lucky" short-seller might be right on the timing due to the broader tech sell-off but the fundamental engine of Palantir is currently a jet turbine. $PLTR"
X Link 2026-02-10T12:35Z [---] followers, [---] engagements

"@BoringBiz_ we are witnessing a permanent structural shift where asset inflation has completely decoupled from labor income. $SLV $GLD"
X Link 2026-02-10T16:17Z [---] followers, [----] engagements

"@TheTechInvest These aren't "retail" trades; these are sophisticated managers positioning for a multi-year infrastructure cycle. $IREN $CIFR $AMZN $GOOGL"
X Link 2026-02-10T16:45Z [---] followers, [----] engagements

"@KobeissiLetter This 24% "real term" collapse from the [----] peak is the single largest erosion of graduate purchasing power in modern history. $SPY $QQQ"
X Link 2026-02-10T17:04Z [---] followers, [---] engagements

"@DeItaone No urgency to cut no desire to hike. $SPY $QQQ"
X Link 2026-02-10T18:30Z [---] followers, [--] engagements

"@unusual_whales While the stock market might be hitting records the balance sheets of younger and lower-income Americans are hitting a wall. $SPY $QQQ"
X Link 2026-02-10T18:32Z [---] followers, [---] engagements

"@Mr_Derivatives While the Squeeze doesn't predict the direction it serves as a massive "coiled spring" for volatility. The longer the coiling the more violent the expansion. $SPY $QQQ"
X Link 2026-02-10T18:34Z [---] followers, [----] engagements

"@KobeissiLetter This isn't just a local Chinese issue; its a global "drain" that has moved from the East back to the West creating a massive regional price divergence. $SLV $GLD"
X Link 2026-02-10T18:36Z [---] followers, [---] engagements

"This post is the ultimate "zoom out" reminder. $SPY $QQQ $IWM $DOW The stock market crashed: 1929: 90% 1973: 50% 1987: 35% 2008: 55% 2020: 35% Every single time it went on to new highs. 11% annual returns since [----] Short-term fear has never beaten long-term investing. The stock market crashed: 1929: 90% 1973: 50% 1987: 35% 2008: 55% 2020: 35% Every single time it went on to new highs. 11% annual returns since [----] Short-term fear has never beaten long-term investing"
X Link 2026-02-10T18:39Z [---] followers, [---] engagements

"@KobeissiLetter When equity optimism is near cycle highs while labor market fears are at crisis-levels it usually means stocks are being driven by liquidity buybacks and AI narratives not confidence in the real economy. $SPY $QQQ"
X Link 2026-02-10T18:58Z [---] followers, [---] engagements

"@StockMKTNewz @EarningsHubHQ Tonights report isn't just about the numbers; its a progress report on their transition from a "meme stock" app to a full-scale financial powerhouse. $HOOD $BULL"
X Link 2026-02-10T19:00Z [---] followers, [---] engagements

"@amitisinvesting $HOOD being mechanically tied to $BTC volatility is more about algo behavior than business reality. Over time that correlation should fade as the revenue mix keeps shifting toward banking options subs and new products. $SCHW $IBKR $BULL"
X Link 2026-02-10T19:05Z [---] followers, [----] engagements

"@BRICSinfo A stronger CNY vs USD signals easing capital pressure and gives China more room to stimulate without triggering FX stress"
X Link 2026-02-10T19:16Z [---] followers, [---] engagements

"@wintonARK $TSLA Terrestrial data centers: The more you build the harder it gets. Orbital data centers: The more you build the easier it gets. We are approaching the "Great Flip" where the vacuum of space becomes more economical than the dirt of Earth"
X Link 2026-02-10T19:30Z [---] followers, [----] engagements

"@Mr_Derivatives If $HOOD can prove the 'Prediction Markets' are a real revenue driver this coiled spring could finally pop. 🚀"
X Link 2026-02-10T19:34Z [---] followers, [---] engagements

"@CNBC $ROK Stephanie Links "sleeper name" for [----] is Rockwell Automation"
X Link 2026-02-10T19:42Z [---] followers, [---] engagements

"@iamtomnash $PLTR Platforms dont win loud they win by becoming unavoidable"
X Link 2026-02-10T19:45Z [---] followers, [---] engagements

"@zerohedge $LLY $NVO Obesity creates a "weakened defense""
X Link 2026-02-10T20:10Z [---] followers, [---] engagements

"@CNBC $VXUS Even after the massive rally international stocks remain historically cheap"
X Link 2026-02-10T20:15Z [---] followers, [--] engagements

"@unusual_whales Polymarket is usually the fastest to smell smoke before a fire"
X Link 2026-02-10T20:21Z [---] followers, [---] engagements

"@unusual_whales $ICHR Ichor Holdings which provides fluid delivery subsystems for the semiconductor industry was a "sleeper" pick. $NVDA $GOOGLE $AMZN $MSFT $META $ORCL"
X Link 2026-02-10T20:32Z [---] followers, [---] engagements

"@StockSavvyShay We are witnessing the most expensive build-out in human history. $GOOGL $MSFT $META and $AMZN are spending $650B on AI this yearexceeding the entire cost of the US Interstate Highway System"
X Link 2026-02-10T20:34Z [---] followers, [---] engagements

"@intocryptoverse $BTC Despite the "Altseason" hope that cycles through social media every few months the ETH/BTC ratio has been a structural downtrend for over [--] months"
X Link 2026-02-10T21:01Z [---] followers, [---] engagements

"@zerohedge $SPY $QQQ While software stocks are surging on the prospect of cheaper capital financial stocks are feeling the sting of a flattening yield curve and cooling consumer spending"
X Link 2026-02-10T21:02Z [---] followers, [---] engagements

"@ConnorJBates_ $PLTR $HOOD $CRDO This is the tax you pay for chasing momentum 📉 Drawdowns create opportunitybut only if you can tell revenue from vaporware"
X Link 2026-02-11T06:25Z [---] followers, [---] engagements

"@stats_feed This is a significant milestone especially considering Italy ranked seventh just a decade ago"
X Link 2026-02-11T06:42Z [---] followers, [----] engagements

"@Barchart $SPY shift toward quality with pricing power ($MSFT $GOOGL $AAPL $NVDA $PLTR $MU $AMZN $TSLA) and away from expensive growth with no earnings. Don't fight the Fed but don't panic either"
X Link 2026-02-11T10:41Z [---] followers, [---] engagements

"@BullTheoryio $GLD $SLV $BTC we might not be AT the top yet but we're definitely IN the zone where gold runs historically end"
X Link 2026-02-11T10:47Z [---] followers, [---] engagements

"@aleabitoreddit This is the right read on where $HOOD is at right now. The earnings didn't kill the bull case but they definitely removed the "must own" urgency"
X Link 2026-02-11T11:00Z [---] followers, [---] engagements

"$SPY $QQQ $META California losing another billionaire to Florida's zero state income tax. When you're worth $200B+ like Zuck the 13.3% CA tax rate means saving potentially BILLIONS on any $META stock sales. This isn't just about income - it's about capital gains. He can now liquidate positions without giving Sacramento a cut. Same playbook as Musk Thiel and others. Florida wins California loses. $TSLA $PLTR https://twitter.com/i/web/status/2021632162873708881 https://twitter.com/i/web/status/2021632162873708881"
X Link 2026-02-11T17:07Z [---] followers, [----] engagements

"$META The thought data vs. behavioral data distinction is HUGE. Facebook knew what you clicked. OpenAI knows what you THINK. That's not just a bigger dataset - it's a different category of privacy risk entirely. And they're speedrunning the same monetization playbook that got Facebook a $5B fine except with way more intimate data. $8/month to still see ads is wild. You're paying to be the product. $OPENAI $QQQ $GOOGL https://twitter.com/i/web/status/2021636042965598346 https://twitter.com/i/web/status/2021636042965598346"
X Link 2026-02-11T17:22Z [---] followers, [---] engagements

"$META Auditor red flags are rarely nothing. If $META is being too aggressive on how they're depreciating $60B+ in AI data centers reported earnings could be overstated. Think of it like this: If you buy a car for $30K and say it'll last [--] years instead of [--] your annual "expense" looks lower - but you're just delaying the hit. With Meta spending massive amounts on AI infrastructure depreciation assumptions MATTER. Stretch them too far and profits look better than reality. EY doesn't raise concerns publicly unless it's material. Worth watching. $GOOGL $AMZN $MSFT $ORCL $IREN $CIFR"
X Link 2026-02-11T17:53Z [---] followers, [----] engagements

"$META Another massive data center for $META's AI buildout. Indiana = cheap land + cheap power + tax incentives. This is where you build when you're spending huge amounts on infrastructure. Market is worried they're overspending. Meta is betting the AI platform war is won by whoever builds the most capacity fastest. Time will tell who's right but they're not slowing down. $GOOGL $MSFT $TSLA $AVGO $ORCL $AMZN https://twitter.com/i/web/status/2021646521670746574 https://twitter.com/i/web/status/2021646521670746574"
X Link 2026-02-11T18:04Z [---] followers, [----] engagements

"$META $2B is a huge Bet. Timing is interesting - stock is down 8% from highs on AI spending concerns and now EY is flagging accounting issues. Either he sees the valuation as too cheap to ignore or he knows something about the data center depreciation story that the market doesn't. https://twitter.com/i/web/status/2021647247847350721 https://twitter.com/i/web/status/2021647247847350721"
X Link 2026-02-11T18:07Z [---] followers, [----] engagements

"@zerohedge $SPY $QQQ Obviously won't meet on Russian/Belarus soil - that's a non-starter. Neutral venue or nothing. Signals negotiations still far from actual progress"
X Link 2026-02-11T18:08Z [---] followers, [---] engagements

"$SPACEX SpaceX now owns human spaceflight. NASA went from building their own rockets to being a customer. That's the entire space industry transformation in one photo. Boeing's Starliner still grounded with issues. Blue Origin years behind. SpaceX launching crew missions like it's routine. $TSLA @elonmusk https://twitter.com/i/web/status/2021650288373793200 https://twitter.com/i/web/status/2021650288373793200"
X Link 2026-02-11T18:19Z [---] followers, [---] engagements

"$SPY $QQQ Basically zero movement in 10-year yields over [--] months. Market is stuck - not pricing in inflation panic OR recession fears. Just. waiting. For Fed clarity for economic data for SOMETHING to break the range. Boring = good for stocks short term. But this kind of stability usually doesn't last. https://twitter.com/i/web/status/2021650569027334489 https://twitter.com/i/web/status/2021650569027334489"
X Link 2026-02-11T18:20Z [---] followers, [---] engagements

"@aakashgupta $TSLA $SPACEX Terrestrial just needs one thing: political will to say yes to more power plants"
X Link 2026-02-11T18:26Z [---] followers, [---] engagements

"$SPY $QQQ Politicians literally vote on which sectors get billions in subsidies then trade those stocks before the public knows. Defense bills infrastructure spending energy policy - they see it weeks before announcement and position accordingly. Nancy Pelosi's husband buying chip stocks before the CHIPS Act. Multiple senators dumping travel stocks in closed-door COVID briefings before the crash. Both parties do it. Both parties block the bill to ban it. The one thing Congress has bipartisan agreement on: their right to trade on information you can't access."
X Link 2026-02-11T18:28Z [---] followers, [--] engagements

"$SPY $QQQ White House economic advisor publicly pressuring the Fed to cut rates. Classic playbook: Trump wants cheaper money to juice the economy and lower borrowing costs. Fed's supposed to be independent but political pressure is real. Powell's term ends in [----] - not a coincidence this is heating up. Market already pricing in cuts this year. Question is whether Fed moves on DATA or on PRESSURE. https://twitter.com/i/web/status/2021653144355164608 https://twitter.com/i/web/status/2021653144355164608"
X Link 2026-02-11T18:30Z [---] followers, [--] engagements

"Software isn't dead - it's just not the ONLY game anymore. Market rotated from "software eats the world" to "whoever builds the infrastructure wins." Think about it: $NVDA up 10x while $SNOW struggles. Hardware became the bottleneck so that's where the money went. But software still matters - someone has to monetize all those GPUs. Question is which layer captures value: the picks and shovels ($TSM $NVDA) or the apps built on top ($PLTR $NET). Right now Market says infrastructure first software later. https://twitter.com/i/web/status/2021654568166154291"
X Link 2026-02-11T18:36Z [---] followers, [---] engagements

"🚨 $AVGO BROADCOM: The $340 Stock That Could Be AI's Biggest Winner While everyone watches NVIDIA the smartest money on Wall Street is piling into a different AI play one that's quietly becoming UNSTOPPABLE. 📊 THE BIG PICTURE Stock Price: $340 (down 18% from December highs) AI Revenue 2025: $20 BILLION AI Revenue 2026: Projected $50+ BILLION (150% growth) Order Backlog: $73 BILLION locked in Analyst Targets: $415-500 (up to 47% upside) 💡 WHY THIS IS HAPPENING Think of it this way: If NVIDIA is the sports car of AI Broadcom is the ENGINE and the HIGHWAY that makes everything run. Here's the"
X Link 2026-02-11T19:09Z [---] followers, [---] engagements

"$SPY $QQQ Record debt across EVERY category at the same time. That's the headline. But context matters: - Total US household net worth: $160 trillion - Debt to net worth ratio: Still historically low at 11% - Most debt (70%) is mortgages on appreciating assets The real question isn't the debt level - it's who's carrying it and can they afford it The distribution matters more than the aggregate number. Watch delinquency rates not total debt. https://twitter.com/i/web/status/2021678153555431575 https://twitter.com/i/web/status/2021678153555431575"
X Link 2026-02-11T20:10Z [---] followers, [---] engagements

"$AAPL Apple's AI problem in one headline. While $MSFT has Copilot printing money $GOOGL has Gemini integrated everywhere and Meta is open-sourcing LLaMA - Apple can't even ship a working voice assistant. Think about it: Siri has been around since [----] (14 YEARS) and still can't handle basic tasks without screwing up. Now they're trying to catch up in the AI race while everyone else is laps ahead. The iPhone [--] "AI features" delay was the warning shot. This is the confirmation that Apple is way behind where the market thinks they are. $AAPL trading at 30x earnings on AI hype they haven't"
X Link 2026-02-11T20:23Z [---] followers, [---] engagements

"🚨 VERTIV JUST DROPPED THE MOST INSANE EARNINGS REPORT IN INDUSTRIAL HISTORY If you're not paying attention to $VRT you're missing the BIGGEST infrastructure play in the AI revolution. 📊 THE NUMBERS THAT BROKE WALL STREET - Orders: UP 252% year-over-year (you read that right) - Backlog: $15 BILLION (doubled in [--] months) - Book-to-Bill: 2.9x (for every $1 shipped $2.90 in new orders came in) - EPS Beat: $1.36 vs $1.29 expected - [----] Guidance: $5.97-$6.07 EPS vs $5.33 consensus (MASSIVE beat) - Stock Response: UP 23% today trading near $245 💡 WHY THIS IS HAPPENING Here's what people need to"
X Link 2026-02-11T20:33Z [---] followers, [---] engagements

"🚨 WHY ASTERA LABS ($ALAB) JUST BECAME THE ULTIMATE AI INFRASTRUCTURE PLAY The stock dropped 21% after earnings (classic "sell the news") but the fundamentals just got STRONGER. Here's what Wall Street is missing about the company building the nervous system of AI. 📊 THE BIG PICTURE: MONSTER EARNINGS EXPLOSIVE GROWTH Q4 [----] Results (Just Reported): - Revenue: $270.6M (up 92% year-over-year) - Full Year: $852.5M (up 115% YoY) - Gross Margin: 75.7% (pricing power = check ✅) - EPS: $0.58 (BEAT by [--] cents) Q1 [----] Guidance: - $286M-$297M revenue expected - Wall Street was only expecting $260M -"
X Link 2026-02-11T21:08Z [---] followers, [--] engagements

"Wait so $APP BEAT on everything and RAISED guidance. but down 10% The numbers: - Revenue ✅ Beat by $50M - EPS ✅ Beat by $0.30 - Q1 outlook ✅ Both metrics above estimates Markets are weird - sometimes good news isn't good ENOUGH news. Likely means expectations were sky-high going into earnings or traders are taking profits after a strong run. $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est."
X Link 2026-02-11T21:12Z [---] followers, [---] engagements

"@KobeissiLetter $IGV Classic "buy the dip" mentality - but the dip keeps dipping. History shows retail often catches falling knives when they pile in this aggressively. Time will tell if this is genius or pain"
X Link 2026-02-11T21:20Z [---] followers, [----] engagements

"$IGV The retail army is making a BIG bet on software 🎯 $IGV purchases hit $176M in a month (record-breaking) Here's the setup: - Software down 33% from peak = "fire sale" prices - $AMZN overtaking $NVDA as most-bought stock - Buying at levels not seen since data began The question: Are retail investors early. or just early to be wrong They're betting the selloff was overdone. Software valuations got crushed now they're scooping shares. Could be a smart contrarian play OR catching a falling knife. Only time will tell. $NOW $CRM $CRWD Retail investors are buying US tech stocks at an"
X Link 2026-02-11T21:22Z [---] followers, [---] engagements

"🚨 BILL ACKMAN JUST DROPPED $2B ON $META The activist investor king just made his boldest pivot yet. 📊 THE BET BY THE NUMBERS: - $2 BILLION position (10% of Pershing Square's entire fund) - Estimated Entry price: $625/share (November 2025) - Already PROFITABLE - stock up since his buy - Stock down 6% over past year on AI spending fears - Trading at 22x forward earnings (CHEAPER than Amazon Microsoft) 🔄 THE STRATEGIC PIVOT: Ackman SOLD OUT of classic value plays: - ❌ Hilton (full exit) - ❌ Chipotle (sold) And went ALL IN on Big Tech AI infrastructure: - ✅ Alphabet - ✅ Amazon - ✅ META (newest"
X Link 2026-02-11T21:38Z [---] followers, [--] engagements

"@WatcherGuru $TSLA $XAI Subscription revenue is way more valuable than ad revenue (more predictable higher margins). If they can scale this.👀"
X Link 2026-02-11T21:41Z [---] followers, [---] engagements

"@StockSavvyShay $BTC $MSTR You're not buying a software company anymore. You're buying Saylor's Bitcoin thesis with extra volatility"
X Link 2026-02-11T21:47Z [---] followers, [---] engagements

"@Mr_Derivatives $AVGO Watching close. AVGO is too important to AI infrastructure to ignore this setup"
X Link 2026-02-11T21:57Z [---] followers, [---] engagements

"$TSLA $XAI Huge milestone for X's business transformation 🎯 $1B in subscription revenue means they've proven people WILL pay for premium features on a social platform - That's real recurring revenue (the kind investors love) - Diversifies beyond just ad dollars - Shows Musk's bet on subscriptions is working Compare: Spotify took years to hit $1B in subs. X did it in [--] years. JUST IN: Elon Musk's X announces it is generating $1000000000 per year from subscriptions. https://t.co/ABQs3yfqia JUST IN: Elon Musk's X announces it is generating $1000000000 per year from subscriptions."
X Link 2026-02-11T22:01Z [---] followers, [---] engagements

"@unusual_whales Wild timing on this one. $3M personal bet on Groq right before a $20B Nvidia deal announcement raises obvious questions about information access. $NVDA"
X Link 2026-02-11T22:35Z [---] followers, [----] engagements

"@TheLongInvest $BABA $QQQ The market is basically saying: "Chinese AI for Chinese users = worth $0 to a global investor""
X Link 2026-02-11T22:39Z [---] followers, [---] engagements

"@PeterDiamandis $NVDA $TSLA But IF this projection is real the winner won't be who makes the most GPUs. It'll be who figures out how to make them WORK in orbit - which is a totally different game. The supply chain gap isn't a bug it's the entire investment thesis. $NVDA $TSM"
X Link 2026-02-11T22:43Z [---] followers, [---] engagements

"@StockMKTNewz $SPY $QQQ The Fed is more worried about something breaking (credit markets regional banks commercial real estate) than they are about the jobs market being too hot"
X Link 2026-02-11T22:55Z [---] followers, [---] engagements

"The pain is real but at least you're in company with everyone else who bet on tech. $MSFT $NFLX $HOOD $IGV Big Opportunities Currently: 🚨DOWN [--] YEAR TIME FRAME🚨 $NFLX DOWN 40% $HOOD DOWN 33% $MSFT DOWN 27% $ZETA DOWN 26% $IGV DOWN 22% $OSCR DOWN 9% Big Opportunities Currently: 🚨DOWN [--] YEAR TIME FRAME🚨 $NFLX DOWN 40% $HOOD DOWN 33% $MSFT DOWN 27% $ZETA DOWN 26% $IGV DOWN 22% $OSCR DOWN 9%"
X Link 2026-02-11T22:59Z [---] followers, [---] engagements

"Classic technical setup on $AVGO 👀 For non-chart people: The 50-day moving average is like a "center of gravity" for a stock. When it was rising it acted as a floor (buyers stepped in). Now it's a CEILING (sellers show up). - Breaking above = trend reversal signal - Failing here = more downside likely - This level matters because traders watch it The catalyst question: What makes AVGO break through They need a positive data center spending story or AI chip news to give buyers confidence. https://twitter.com/i/web/status/2021759157465215156 https://twitter.com/i/web/status/2021759157465215156"
X Link 2026-02-12T01:32Z [---] followers, [--] engagements

"$SPY $QQQ Korea going parabolic - up 120% in [--] months 📈 For context: That's faster growth than most INDIVIDUAL stocks let alone an entire country's market. - Korean tech companies (semiconductors displays batteries) are critical to AI supply chain - The market was historically CHEAP vs U.S./Japan - Foreign money likely piling in The question now: Are you chasing or is there still room to run Markets that move this fast usually mean either: [--]. Something fundamentally changed (AI boom reforms) [--]. It's euphoria that ends badly My guess: Mix of both. Real opportunity met with excessive"
X Link 2026-02-12T02:04Z [---] followers, [---] engagements

"🚨 $MU MICRON EXPLODES 10%+ TODAY $MU closed near $411 after a MASSIVE rally. Here's why Wall Street is freaking out: 📊 THE MORGAN STANLEY BOMBSHELL Analyst Joseph Moore just RAISED his price target from $350 $450 His prediction Micron could earn $52 PER SHARE in [----] (that's insane for a memory chip company) ⚡ THE MEMORY CRISIS IS REAL - DDR5 memory prices UP 130% since January - Moore expects prices to potentially DOUBLE AGAIN this year - Micron's entire [----] supply Already sold out 🤖 THE HBM4 CLARIFICATION CFO Mark Murphy called out "inaccurate reporting" today and dropped this truth"
X Link 2026-02-12T03:16Z [---] followers, [---] engagements

"$TSLA $NVDA This is the wildest supply chain bottleneck I've seen projected: - Current GPU production: 20M/year - Projected demand (space + ground): 200M/year - Gap: 10X shortage Think of it like trying to build [--] iPhone factories but you can only make enough screens for [--]. That's where we are with GPUs for AI. The question isn't just "who makes GPUs" - it's who controls the ENTIRE chain: Chip design ($NVDA) Manufacturing ($TSM) The machines that make the chips ($ASML) Memory that goes with them ($MU) My bet: whoever controls the most chokepoints wins. The bottleneck IS the moat. $GOOGL"
X Link 2026-02-12T04:44Z [---] followers, [---] engagements

"$BABA The math here is absolutely wild: You're getting Qwen (their ChatGPT competitor) + the entire Alibaba e-commerce empire + cloud business for LESS than Anthropic alone. Think of it like this: buying $BABA is like getting Amazon + a free AI company thrown in except the market refuses to value the AI part at all because of China regulatory risk. If you believe AI valuations are real (not a bubble) AND Chinese tech can eventually access global markets this is arguably the biggest arbitrage in tech right now. But that's a big IF on both counts. $BABA $BABA just a reminder that $BABA's Qwen"
X Link 2026-02-12T05:40Z [---] followers, [---] engagements

"$SPY $QQQ These numbers show the market has fundamentally changed: 0DTE means "expires today" - you're basically betting on what happens in the next few HOURS not months or years. Here's why 78% of Nasdaq options being same-day is nuts: When this much volume expires daily market makers (the people on the other side of these bets) have to frantically buy/sell stocks to stay hedged. This creates wild intraday swings that have NOTHING to do with actual company news. Translation: Price movements are increasingly driven by options math not fundamentals. We've built a self-referential feedback loop"
X Link 2026-02-12T07:22Z [---] followers, [--] engagements

"$SPY $QQQ Solid defensive playbook. The emergency fund + cash cushion combo is the real foundation here. Worth noting: "Wait for stabilization" is harder than it sounds. Most bottoms FEEL like falling knives at the time. The key isn't timing the exact bottom - it's having the cash AND conviction to buy when it still feels uncomfortable but the risk/reward has flipped. 95% panic because they have no cash buffer. 5% win because they built the buffer before they needed it 💰 https://twitter.com/i/web/status/2021849774152986777 https://twitter.com/i/web/status/2021849774152986777"
X Link 2026-02-12T07:32Z [---] followers, [---] engagements

"@amitisinvesting $GME Interesting rotation here. $GME $NFLX tells you retail's mindset is shifting"
X Link 2026-02-12T07:37Z [---] followers, [---] engagements

"@TrendSpider $MSFT Most people wait for markets to "feel safe" to buy. That's when valuations are expensive. The scary moments when quality names hit crash-level pricing That's when generational positions get built 💰"
X Link 2026-02-12T07:42Z [---] followers, [----] engagements

"@cb_doge $XAI $TSLA This isn't just about "trust" - it's about where attention flows and attention = revenue in media"
X Link 2026-02-12T07:51Z [---] followers, [---] engagements

"$SPY $QQQ This is a huge tell about where the Fed's head is at: Normal logic: Good jobs report = economy strong = NO rate cuts needed Miran's logic: Good jobs report BUT. let's cut rates anyway Here's what that means in plain English: The Fed is prioritizing SOMETHING ELSE over employment. My guess They're seeing stress in: Corporate debt refinancing Commercial real estate Regional bank balance sheets When a Fed official argues for cuts DESPITE good news they're basically saying "the data you're celebrating is hiding problems we're worried about." Markets love rate cuts but this reasoning"
X Link 2026-02-12T07:55Z [---] followers, [--] engagements

"$GME The meme stock era officially ended with a whimper not a bang. $GME held that top [--] spot for FOUR YEARS through everything - and retail just. moved on. Replaced by $NFLX after a 40% haircut from the highs. What's wild: Retail is now piling into a company with actual revenue profits and cash flow. That's not the same cohort that was buying $GME at $400. $PLTR $HOOD $GOOGL $AMZN $MSFT $META $TSLA $HOOD For the first time in four years $GME is now NOT part of the top [--] investments on Robinhood. Robinhood releases an investor index that shows the top [--] names owned across the platform."
X Link 2026-02-12T08:14Z [---] followers, [---] engagements

"@iamtomnash $PLTR $TSLA $NVDA When AI stops "helping" and starts "doing" entire service industries get automated 🤖"
X Link 2026-02-12T08:51Z [---] followers, [----] engagements

"@NoLimitGains Fair point: Insiders DO sell for non-scary reasons (need cash diversify taxes). But when the whole market shows this pattern They're reading something in their order books and forward guidance that makes them nervous"
X Link 2026-02-12T11:29Z [---] followers, [----] engagements

"@TrendSpider Revolutionary technology good investment at any price. Internet was revolutionary in [----]. Most dotcom stocks still went to zero. $SPY $QQQ $QUBT $RGTI $IONQ $QBTS $ARQQ"
X Link 2026-02-12T12:43Z [---] followers, [----] engagements

"@zerohedge $AAPL If Apple News is accused of misleading consumers about "neutral" curation while actually filtering content that's a consumer protection issue - not a free speech issue"
X Link 2026-02-12T12:51Z [---] followers, [---] engagements

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