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@SpecialSitsNews Special Situations 🌐 Research Newsletter (Jay)

Global markets are experiencing significant developments, including the US Federal Reserve's potential interest rate cuts and trade tensions between the US and China. Major companies such as Walmart, Google, and Intel are making headlines with partnerships, deals, and earnings reports, while also navigating challenges like chip supply issues and regulatory scrutiny. The global economy is also impacted by events like the Ukraine-Russia conflict, government shutdowns, and fluctuations in oil prices and cryptocurrency values.

Engagements: XXXXXX #

X Week XXXXXXX +27%
X Month XXXXXXXXX +6.10%
X Months XXXXXXXXXX -XX%
X Year XXXXXXXXXX -XX%

Mentions: XX #

X Week XXX -XX%
X Month XXX -XX%
X Months XXXXX -XXXX%
X Year XXXXX +4.20%

Followers: XXXXXXX #

X Week XXXXXXX +0.41%
X Month XXXXXXX +1.20%
X Months XXXXXXX +4.40%
X Year XXXXXXX +19%

CreatorRank: XXXXXXX #

Social Influence

Social category influence stocks #3006 finance XXXXX% cryptocurrencies #3110 technology brands XXXXX% countries XXXX% automotive brands XXXX% celebrities XXXX% exchanges XXXX% currencies XXXX% agencies XXXX%

Social topic influence $nvda #331, $uso #7, ai 5.59%, $uco #3, $bno #3, china #3983, $msft #8, $goog #9, nvda #202, fed #751

Top accounts mentioned or mentioned by @capybarareborn @fundstrat @ethzillaethz @apompliano @dcblocher @shaqer23 @distinctalerts @ophirgottlieb @william_r2rclub @tweettj @0xmerridew @travellers @zerohedge @sinomarket @sdnynews @tbpn @spacex @tradingpulsex @michaelaarouet @alessiotmad

Top assets mentioned NVIDIA Corp. (NVDA) Uniris (UCO) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) Oracle Corporation (ORCL) OwlDAO (OWL) Bitcoin (BTC) JPMorgan Chase (JPM) Metadium (META) Blackstone, Inc. (BX) Ares Protocol (ARES) Goldman Sachs (GS) Apollo Global Management, Inc. (APO) ETHZilla Corp (ETHZ) Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD) Bank of America (BAC) Basis Cash (BAC) GammaSwap (GS) KKR & Co, Inc. (KKR) FS KKR Capital Corp. Common Stock (FSK) Amazon.com, Inc. (AMZN) BlackRock Inc (BLK) BlackCoin (BLK) Micron Technology, Inc. (MU) Blackstone Secured Lending Fund (BXSL) Oklo Inc. (OKLO) TPG, Inc. (TPG) Cipher Mining Inc. Common Stock (CIFR) Alibaba Group (BABA) Charles Schwab Corporation (SCHW) BITMINE IMMERSION TECH (BMNR) SATS (Ordinals) (SATS) Strategy (MSTR) Strive, Inc. (ASST) Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP) Netflix Inc (NFLX) ProCap BTC (BRR) Wells Fargo & Co (WFC) Broadcom, Inc. (AVGO) Home Depot, Inc. (HD) Berkshire Hathaway Inc Class B (BRK.B) Berkshire Hathaway Inc. (BRK.A) Morgan Stanley (MS) Deutsche Bank Aktiengesellschaft (DB) Teck Resources Limited (TECK)

Top Social Posts

Top posts by engagements in the last XX hours

"$HD HOME DEPOT INC - EXPECTS 2.5%-4.5% SALES GROWTH IN 2026"
X Link 2025-12-09T11:05Z 135.7K followers, 4893 engagements

"Investment manager Todd Combs is to leave Berkshire Hathaway $BRKB and join JPMorgan Chas $JPM to manage $XXX trillion investment in AI/Security etc"
X Link 2025-12-08T12:49Z 135.7K followers, 28.6K engagements

"TRUMP ASKED IF SUPPORT FOR SLASHING INTEREST RATES IS LITMUS TEST FOR FED NOMINEE SAYS 'YES' -POLITICO"
X Link 2025-12-09T11:28Z 135.7K followers, 9923 engagements

"The following banks expect a rate cut tmrw with hawkish commentary: - Morgan Stanley $MS - JPMorgan $JPM - Bank of America $BAC - Deutsche Bank $DB - Goldman Sachs $GS - Commerzbank - Citi $C"
X Link 2025-12-09T14:24Z 135.7K followers, 4978 engagements

"KKR & Co. Co-Chief Executive Officer Scott Nuttall anticipates more defaults cropping up in private credit as the sector normalizes after a period of minimal losses. $FSK $KKR Theres no doubt weve been through a period of time where the losses in that space have been relatively low he said in an interview Tuesday at the Goldman Sachs Financial Services Conference. Were expecting a return to more a normal default environment. Defaults are likely to be higher among direct loans backing 2021-vintage private equity and tech deals but people are overreacting to the prospect of higher levels"
X Link 2025-12-09T15:15Z 135.7K followers, 3859 engagements

"Trumps envoys have given Ukrainian President Volodymyr Zelenskyy only a few days to respond to a proposed peace deal that would require Ukraine to accept territorial losses in exchange for U.S. security guarantees. Zelenskyy said Trumps envoy Steve Witkoff and Jared Kushner pressed him during a two-hour call with Trump hoping for an agreement by Christmas. Zelenskyy told them he must first consult European allies warning the proposal could split Western unity. One official said Kyiv is caught between territorial demands it cannot accept and U.S. pressure it cannot ignore"
X Link 2025-12-09T17:57Z 135.7K followers, 3798 engagements

"A California hospital roughly XX miles north of Sacramento filed for Chapter XX bankruptcy on Monday after failing to sell itself or secure an affiliation with a larger health system. The nonprofit Oroville Hospital has been struggling to service $XXX million in outstanding municipal debt tied to the construction of a new tower. Although the building was completed in March its opening has been delayed pending state approvals according to local news reports"
X Link 2025-12-09T18:45Z 135.7K followers, 4916 engagements

"Anglo American Plc and $TECK Teck Resources Ltd. shareholders voted in favor of the two companies combining clearing a key step toward the creation of a $XX billion metals producer. The deal gives Anglo access to Teck's portfolio of copper mines when the metal has been trading at record highs. The deal still needs approvals from regulators in countries including China the US and Canada"
X Link 2025-12-09T19:32Z 135.7K followers, 3715 engagements

"China PPI was NEGATIVE XXX% lower than expected -XXX% China CPI FELL XXX% vs est of +0.3% CHINA NOV. CONSUMER PRICES RISE XXX% Y/Y; EST. +0.7% CHINA NOV. PRODUCER PRICES FALL XXX% Y/Y; EST. -XXX% CHINA NOV. CONSUMER PRICES FALL XXX% M/M; EST. +0.3%"
X Link 2025-12-10T10:30Z 135.7K followers, 4269 engagements

"Beeples latest Miami piece turns a gallery floor into a living commentary on power technology and the people who shape the digital world. $amzn $tsla He built robotic dog bodies attached hyper-realistic masks modeled after tech billionaires in a zoo-like environment"
X Link 2025-12-10T12:48Z 135.7K followers, 29.3K engagements

"$BLK BlackRock on market/GDP impact of AI and if it is a bubble $NVDA $AMD $MU $TSM $MSFT $GOOG $META"
X Link 2025-12-10T13:42Z 135.7K followers, 4816 engagements

"*TRUMP: RATE CUT WAS SMALL. COULD HAVE SEEN MORE. DON'T SEE WHY WE CAN'T HAVE XX% XX% GDP GROWTH"
X Link 2025-12-10T20:42Z 135.7K followers, 12.4K engagements

"$COST Costcos first-quarter revenue is projected to increase driven by continued strength in demand for everyday staples like groceries. Investors will be watching for managements take on how tariff-related uncertainty is affecting shoppers along with updates on supply-chain operations pricing strategy and the companys outlook for the year"
X Link 2025-12-11T08:52Z 135.7K followers, 4162 engagements

"Rivian $RIVN plans to hold an Autonomy and AI Day to unveil and demonstrate its latest technologies"
X Link 2025-12-11T08:55Z 135.7K followers, 4103 engagements

"@tweet_tj share count is wrong and they raised preferreds/converts as well right"
X Link 2025-12-11T20:04Z 135.7K followers, XXX engagements

"$APO bid for $PZZA"
X Link 2025-10-14T22:00Z 135.6K followers, 5049 engagements

"@0xMerridew $MSDL and $BXSL are clean and well mgd"
X Link 2025-10-19T19:06Z 135.7K followers, 1541 engagements

"Union Pacific $UNP said it expects to submit papers for its $XX billion merger with Norfolk Southern $NSC to a regulator as soon as end-November after the railroad operator topped Wall Street's profit estimates on strong coal volumes. Investors are increasingly shifting their focus to the company's deal to form the country's first coast-to-coast railroad company. Union Pacific's results include costs of $XX million or $XXXX per share on a diluted basis related to the mega merger the company said. "While Union Pacific has good opportunities to grow the rail industry is going to be challenged"
X Link 2025-10-24T10:43Z 135.7K followers, 4000 engagements

"Wells Fargo downgraded the tech sector to neutral warning that sky-high valuations and bullish sentiment leave it vulnerable to disappointment. Tech stocks trade at over XX trailing earnings far above the S&P 500s XX. $TLN $ORCL $NBIS $NVDA $SMR $DELL $VIST $OKLO $ANET Strategist Douglas Beath advised investors to trim holdings after AI leaders like Nvidia and Palantir fell sharply last week on valuation concerns. Despite strong long-term prospects from AI growth Beath said near-term risks and high expectations make it wise to lock in some gains"
X Link 2025-11-11T16:25Z 135.4K followers, 5817 engagements

"Private credit pay to play Egan Jones $APO $BX $ARCC $ARES $TPG $OWL $HTGC FT: Egan-Jones alone issued 3600 ratings last year and 3400 in 2025 with only XX analysts. there is no value in thisjust pay to play garbage in garbage out"
X Link 2025-11-13T12:55Z 135.7K followers, 12.9K engagements

"Boaz is selling CDS on $ORCL $MSFT $META $AMZN $GOOG Apparently synthetic long could be paired with something Boaz Weinstein's Saba Cap Sold Credit Default Swaps On Oracle Microsoft Meta Amazon And Alphabet: Reuters"
X Link 2025-11-17T16:37Z 135.7K followers, 4918 engagements

"$XYZ Block Inc: had a trading halt. They disclosed a large buyback and now it is trading again up X% Block (XYZ) reported late Wednesday that it expects fiscal 2026 adjusted net income to come at $XXXX per share. Analysts polled by FactSet expected $XXXX. Analyst day today included $5B increase to share buyback"
X Link 2025-11-19T20:35Z 135.7K followers, 7551 engagements

"$OWL is the one holding the bag in the $META AI $XX billion SPV debt deal. META can walk away in X years apparently"
X Link 2025-11-23T19:13Z 135.7K followers, 37.1K engagements

"Retail traders are now the biggest volume traders in the entire U.S. equity market (Empirical Research Partners)"
X Link 2025-11-23T19:37Z 135.6K followers, 128.2K engagements

"High Short Interest Stocks Pummelled this Month $OPEN $IREN $CIFR $RGTI $QTUM $BYND $OKLO JPM: "given the XX% relative underperformance of High SI stocks were getting fairly close to what has been typical the max underperformance within a 3m period (many relative drawdowns peaked around 20-25% with only a few in 2021 and early 2022 getting worse).""
X Link 2025-11-23T20:27Z 135.6K followers, 6060 engagements

"Wow $OWL $OTF"
X Link 2025-11-24T11:33Z 135.7K followers, 16K engagements

"Inspire Medical $INSP shares climb XX% after the US government released the final 2026 reimbursement rules for devices including Inspires product to treat obstructive sleep apnea. The news spurred an upgrade at Stifel. Stifel analyst Jonathan Block upgrades Inspire to buy from neutral noting that the final fee for CPT code 64568 which the company now uses for its Inspire V device changed dramatically Says the 2026 proposal called for an increase to $32000 from $30500 in a hospital setting but the final payment rate is closer to $45000 Adds that the 2026 final rate in ambulatory surgical"
X Link 2025-11-24T15:59Z 135.4K followers, 3838 engagements

"Japanese 10Y still at XXX% primarily due to new fiscal spend expectations 17T yen stimmy"
X Link 2025-11-25T13:57Z 135.6K followers, 3144 engagements

"$NVDA NVIDIA SHARES SLUMP XXX% ERASING $XXX BILLION IN MARKET VALUE $SMH declining"
X Link 2025-11-25T14:53Z 135.6K followers, 4730 engagements

"Alibaba $baba ByteDance Train AI Models Overseas to Access Nvidia $nvda Chips Despite U.S. Curbs Via @Sino_Market Top Chinese tech companies are training their AI models overseas to access Nvidia chips and circumvent U.S. curbs. Alibaba and ByteDance are training new large language models in data centers across Southeast Asia according to people with direct knowledge. Training activity has increased since the Trump administration restricted sales of Nvidias H20 chips in April. A Singapore-based data center operator said the region is attractive because you need the best chips to train the"
X Link 2025-11-27T10:45Z 135.4K followers, 10.8K engagements

"The CEO and CFO of Ricks $RICK have resigned"
X Link 2025-11-28T22:54Z 135.4K followers, 13.6K engagements

"Private equity stocks have underperformed this year as most of their exposure now is private credit where it is harder to generate returns and where investors are growing skeptical $BX $ARES $OWL"
X Link 2025-12-03T05:23Z 135.7K followers, 4882 engagements

"First Vanguard and now Schwab pushing crypto in 2026 $fbtc $ibit $ethz $bmnr CHARLES SCHWAB CEO SAYS FEEL CONFIDENT BITCOIN AND ETHEREUM WILL BE THE TWO CRYPTOCURRENCIES IT CAN OFFER TO MARKET IN FIRST HALF OF 2026"
X Link 2025-12-03T20:14Z 135.6K followers, 4641 engagements

"UNREAL Micron $MU exits consumer business to focus on datacenter demand"
X Link 2025-12-03T22:31Z 135.6K followers, 16.1K engagements

"AMD restarting GPU sales to China AMD will pay XX% tax on MI308 chip exports to China. $AMD"
X Link 2025-12-04T19:41Z 135.6K followers, 4590 engagements

"Truflation PCE update"
X Link 2025-12-04T20:17Z 135.6K followers, 7610 engagements

"While delayed core PCE very reasonable for Fed to cut in Dec"
X Link 2025-12-05T23:51Z 135.4K followers, 6827 engagements

"$apo turning negative on AI credit and capex"
X Link 2025-12-06T17:18Z 135.6K followers, 34.3K engagements

"SpaceX not raising money at $XXX billion $SATS But are there secondary employee sales at that valuation And are the sales large enough to matter"
X Link 2025-12-07T13:06Z 135.4K followers, 10.7K engagements

"Asked about the most likely source of a credit event59% of BofA FMS investors said "private equity/private credit" the highest conviction on source of a systemic credit event since they started asking the question in 2022. $OWL $BX $ARES $TPG $KKR $FSK $BXSL"
X Link 2025-12-07T17:59Z 135.7K followers, 3631 engagements

"Heading to the $msft excel world championships"
X Link 2025-12-07T20:34Z 135.4K followers, 5583 engagements

"Merger Monday: International Business Machines $IBM is in advanced talks to acquire Confluent for around $XX billion according to people familiar with the matter. Confluent $CFLT provides technology that helps manage streams of real-time data used in big artificial-intelligence models and an acquisition would be the biggest deal for IBM in recent memory as it repositions its business around AI. A deal could be announced as soon as Monday but the talks could still fall apart according to people familiar with the matter"
X Link 2025-12-08T08:51Z 135.5K followers, 4354 engagements

"Ticker for XAI bonds is XAIXXX (thanks Elon) $CRWV $WULF $CIFR $APLD $ORCL $NVDA"
X Link 2025-12-08T12:47Z 135.6K followers, 3993 engagements

"@MichaelAArouet if you rent it out for 1bn per day you can become elon musk"
X Link 2025-12-08T13:04Z 135.6K followers, 7626 engagements

"Saylor's $MSTR buys another 10624 #bitcoin worth $XXX million $ASST"
X Link 2025-12-08T13:07Z 135.2K followers, XXX engagements

"Saylor's $MSTR buys another 10624 #bitcoin worth $XXX million $ASST Average price on latest buy: $90615 Current stack: 660624"
X Link 2025-12-08T13:09Z 135.7K followers, 3482 engagements

"White House Sr Adviser Hassett on Fed: We should continue to get the rate down some - CNBC"
X Link 2025-12-08T13:16Z 135.6K followers, 3189 engagements

"Jensen says that if Sega had kept its $5mn $nvda investment it would be worth around $X trillion today. Posted on this last year. Hindsight is 20/20"
X Link 2025-12-08T13:38Z 135.5K followers, 13.3K engagements

"Paramount $PSKY makes $30/share $XXXXX billion hostile bid for $WBD Warner Bros Discovery"
X Link 2025-12-08T14:28Z 135.5K followers, 3789 engagements

"Someone please translate this for me. How will it affect markets"
X Link 2025-12-08T17:17Z 135.5K followers, 8118 engagements

"The U.S. will allow Nvidia to sell its H200 chips to China Semafor reports. $NVDA $AMD $GOOG $BABA"
X Link 2025-12-08T18:07Z 135.5K followers, 5318 engagements

"Paramount $PSKY hostile bid for $WBD challenging $NFLX ParamountSkydance launched a hostile takeover bid for Warner Bros. Discovery on Monday offering $XX per share in cash. The proposal values the company at $XXXXX billion including debt and arrives just days after Warner Bros. struck a deal with Netflix. Paramounts bid exceeds Netflixs $XXXXX cash-and-stock offer and targets the entire company whereas Netflix is seeking only the Hollywood studios HBO and the streaming division. Warner Bros. investors deserve an opportunity to consider our superior all-cash offer for their shares in the"
X Link 2025-12-09T10:22Z 135.6K followers, 3439 engagements

"@AlessioTMAD lol"
X Link 2025-12-09T13:24Z 135.6K followers, XXX engagements

"@APompliano @jackmallers @paoloardoino @Brandonlutnick How does MNAV compare between $XXI and $BRR How many shares are outstanding"
X Link 2025-12-09T15:14Z 135.7K followers, 1146 engagements

"@APompliano what is the actual mNAV of $BRR"
X Link 2025-12-09T18:43Z 135.7K followers, XXX engagements

"@dcblocher @fundstrat @ETHZilla_ETHZ @capybaraReborn Management had large incentive contract they just cancelled lack of buybacks they promised and hudson bay convert could be converted at a discount tbd based on dec XX vote"
X Link 2025-12-10T11:46Z 135.7K followers, XXX engagements

"@capybaraReborn @shaqer23 @dcblocher @fundstrat @ETHZilla_ETHZ they question is why are they not buying back shares then are they waiting for april/may"
X Link 2025-12-10T12:28Z 135.6K followers, XXX engagements

"@distinctalerts he was paying over XX% a year for that it was much more obvious Larry Ellison can just stop spending on data centers if he wants and pay a termination fee"
X Link 2025-12-10T12:56Z 135.7K followers, XXX engagements

"$PEP beat PepsiCo Inc. reported stronger than expected net revenue as its US beverage unit showed signs of a turnaround. The company saw X% growth in its North American beverage unit with strength in its trademark Pepsi beverage and Poppi. PepsiCo continues to expect organic revenue growth in the low single digits and core constant currency earnings to be roughly even with the prior year"
X Link 2025-10-09T10:42Z 135.7K followers, 4866 engagements

"$sg been bearish for years now on salad technology"
X Link 2025-11-06T22:57Z 135.7K followers, 7981 engagements

"AI Jeans - your jeans will now tell you when you are fat Levi Strauss & Co. Partners with Microsoft to Build Next-Gen Super-Agent $MSFT $LEVI"
X Link 2025-11-17T14:06Z 135.7K followers, 14.4K engagements

"New SEC Chair Paul Atkins: All U.S. markets will be on chain within two years. Tokenization just went from if to when"
X Link 2025-12-06T14:43Z 135.7K followers, 8958 engagements

"Everyone is now a CDS expert now huh Oracle 5Y CDS graph looks exciting $ORCL until you run the math and realize that it is only pricing in XXXX% probability of default per year and a X% X year cumulative probability of default F***ing NOOBS $NVDA $MSFT $GOOG Historically ORCL CDS traded around 2040 bps so XXX bps represents a material repricing of risk but not a distressed profile"
X Link 2025-12-09T13:20Z 135.7K followers, 3464 engagements

"$JPM: JPMorgan sees FY card charge offs XXX% higher than expected ( $C $WFC selling off) JPMORGAN SEES FULL YEAR 2026 EXPENSES AT $105B higher than expected"
X Link 2025-12-09T17:44Z 135.7K followers, 5125 engagements

"US sanctions on Russias two biggest oil companies will have a big impact on the flow of Moscows barrels to refiners particularly in India. $USO $UCO $BNO The ban on dealings with Rosneft PJSC and Lukoil PJSC puts refiners worldwide in danger of secondary sanctions if they continue to process the companies crude. For industries that depend on exporting their products losing access to the US banking system and capital markets is a risk they may be unprepared to take. Senior executives at Indian refiners have said that Washingtons latest sanctions would make it all but impossible for them to"
X Link 2025-10-23T12:05Z 135.7K followers, 11.5K engagements

"Peace deals potentially with Russia $uso $uco $xle"
X Link 2025-11-19T13:38Z 135.7K followers, 5582 engagements

"Only X% expect hard landing"
X Link 2025-11-19T18:10Z 135.7K followers, 3641 engagements

"BlackRock just deferred fees on a private-credit fund because it failed a collateralization test. $BLK"
X Link 2025-11-21T10:25Z 135.7K followers, 4147 engagements

"Oil near liberation day lows $USO $UCO $BNO That doesn't scream inflation haha"
X Link 2025-11-21T12:45Z 135.7K followers, 3834 engagements

"Trump proposes expanding offshore drilling in California and Florida $USO $SOC"
X Link 2025-11-21T13:12Z 135.7K followers, 4408 engagements

"$USO $UCO $BNO oil prices at X year lows"
X Link 2025-11-24T13:02Z 135.7K followers, 6298 engagements

"Only X% of BofA clients calling for a hard landing"
X Link 2025-11-24T19:55Z 135.7K followers, 3111 engagements

"Wall Street very bearish on crude oil $UCO $USO $BNO $XLE"
X Link 2025-11-25T11:09Z 135.7K followers, 7691 engagements

"Three Wall Street heavyweights $FIG $ARES $BX are poised to suffer a total $1.4bn loss on a deal (USS) for a portable-toilet company that processed a billion gallons of piss and crap every year orchestrated by Platinum Equity spotlighting the hazards of a controversial strategy thats gained traction across private equity. Fortress Investment Group Ares Management Corp. and Blackstone Inc. are among the money managers set to lose a combined $XXX billion on United Site Services Inc. as Platinum prepares to hand control of the company to lenders according to people with knowledge of the matter"
X Link 2025-11-25T21:05Z 135.7K followers, 11.3K engagements

"Goldman thinks oil has another $X downside in a Ukraine / Russia deal $uco $uso $bno"
X Link 2025-11-27T09:23Z 135.7K followers, 15.5K engagements

"Very interesting revision upward in oil production $uso $uco $bno"
X Link 2025-11-28T22:42Z 135.7K followers, 8600 engagements

"Omnicom said it will lay off more than 4000 employees $OMC"
X Link 2025-12-02T20:40Z 135.7K followers, 5705 engagements

"Very interesting an oil capacity audit $uso $uco $bno"
X Link 2025-12-04T03:35Z 135.7K followers, 7317 engagements

"What is the next minerals company the US govt will take a position in US PLANS MORE STAKES IN MINERALS COMPANIES TRUMP OFFICIAL SAYS"
X Link 2025-12-04T22:49Z 135.7K followers, 5897 engagements

"DIMON: STABLECOIN SHOULD WORK FOR INTERNATIONAL PAYMENTS BETTER $CRCL $COIN $ETHZ"
X Link 2025-12-08T13:16Z 135.7K followers, 5302 engagements

"Oil will move on this $USO $UCO $BNO $XLE: ZELENSKIY: THERE IS SMALL PROGRESS TOWARDS PEACE"
X Link 2025-12-08T17:49Z 135.7K followers, 4683 engagements

"First Brands was such a fraud that it's debtor-in-possession facility DIP A is at XX down XX yesterday"
X Link 2025-12-09T08:38Z 135.7K followers, 22.3K engagements

"Food price inflation since Jan 2025"
X Link 2025-12-09T13:07Z 135.7K followers, 3629 engagements

"Saylor says the following US banks are now issuing credit against Bitcoin: $C Citi $JPM JPMorgan $WFC Wells Fargo $BNY BNY Mellon Charles Schwab $BAC Bank of America"
X Link 2025-12-09T13:11Z 135.7K followers, 4442 engagements

"$ATMC trading halt"
X Link 2025-12-09T13:51Z 135.7K followers, 3313 engagements

"Georgia state Rep. indicted for pandemic fraud others being investigated"
X Link 2025-12-09T19:30Z 135.7K followers, 4835 engagements

"White House Sr. Adviser Hassett: As Fed chair I would be obviously apolitical - Fox Business Interview"
X Link 2025-12-09T21:38Z 135.7K followers, 6609 engagements

"$BMNR should buy $ETHZ at over a XX discount to NAV would be extremely accretive buying Eth at $1500 @fundstrat @ETHZilla_ETHZ $sbet $fgnx $etha @capybaraReborn"
X Link 2025-12-09T22:14Z 135.7K followers, 7632 engagements

"Goldman Themes for 2026 $GS"
X Link 2025-12-10T09:02Z 135.7K followers, 169.3K engagements

"Deepseek using banned $NVDA chips smuggled into China - Information $GOOG $AMD"
X Link 2025-12-10T12:24Z 135.7K followers, 7377 engagements

"Franklin Templeton on emerging market upside $EEM $IFN $EPI $FXI $KWEB $VNAM: - tariff rollback - India/US trade deal - Russia/Ukraine peace - In addition to themes we already know like China stimulus"
X Link 2025-12-10T13:53Z 135.7K followers, 4224 engagements

"Data centers in space would be much cheaper in the long term due to solar energy being much more intense and available XX hours/day and much cheaper cooling $NVDA"
X Link 2025-12-10T14:21Z 135.7K followers, 4655 engagements

"When did we become China"
X Link 2025-12-10T15:50Z 135.7K followers, 17.1K engagements

"Last week's trading prices in $WBD $PSKY $NFLX"
X Link 2025-12-10T16:31Z 135.7K followers, 3387 engagements

"LT interest rates rising while the fed cuts short end"
X Link 2025-12-10T17:18Z 135.7K followers, 3718 engagements

"Disinflation:"
X Link 2025-12-10T17:19Z 135.7K followers, 9642 engagements

"2/ In their new economic forecasts officials median projections pointed to one cut in 2026 and one in 2027. The rate outlook remained deeply divided however. Seven officials indicated they favored holding rates steady for all of 2026 while eight signaled support for at least two. Officials upgraded their median outlook for growth in 2026 to XXX% from the XXX% they projected in September. They also foresaw inflation declining to XXX% next year from the XXX% they projected in September. The policy decision also comes soon after President Donald Trump said hes decided whom hell nominate to"
X Link 2025-12-10T19:04Z 135.7K followers, 2817 engagements

"3/ Dot Plot"
X Link 2025-12-10T19:04Z 135.7K followers, 3695 engagements

"11/ Labor market cooling overstatement in labor numbers by 60k per month (40k avg. from April) so labor decline has been most drastic than Fed throught avg -20k per month"
X Link 2025-12-10T19:54Z 135.7K followers, 2330 engagements

"12/ Powell expects 1Q26 to be peak of goods inflation (couple tenths of a %) If no future tariffs (take X months to get priced in anyway) inflation will come down in back half of the year"
X Link 2025-12-10T20:02Z 135.7K followers, 2443 engagements

"@OphirGottlieb yes brother"
X Link 2025-12-10T20:28Z 135.7K followers, 5582 engagements

"This has been one of X the most ridiculous years in finance / investing / capital markets in the past XX years. Now we are doing QE because fiscal deficits ($2.5 trillion/year without recession) are too high and no one else has the balance sheet to buy $40bn of excess treasuries per month. The gold bugs and crypto mavens are going to be very right. $GLD $PHYS $GDX holding it all"
X Link 2025-12-10T20:50Z 135.7K followers, 9496 engagements

"$AVGO Broadcom is reporting today Broadcom is expected to post nearly XX% October-quarter revenue growth with investors watching for signals of demand for its custom AI chips amid AI-bubble concerns"
X Link 2025-12-11T08:23Z 135.7K followers, 4023 engagements

"At a $XXX trillion valuation for SpaceX we think $SATS has a max upside of $140/share as shared in our educational discord earlier in the week. Obviously the stock can trade at a discount to that until next year"
X Link 2025-12-11T13:20Z 135.7K followers, 5080 engagements

"January XX government shutdown probability back at XX% based on @Kalshi. Goldman estimates 40-50% risk"
X Link 2025-12-11T19:37Z 135.7K followers, 4719 engagements

"$AAPL Apple Loses Appeals Court Ruling In App Store Fight With Epic"
X Link 2025-12-11T19:58Z 135.7K followers, 5883 engagements

"Broadcom $avgo expects AI revenue to double year over year to 8.2bn $nvda $amd $goog $meta $msft Adj. EPS $XXXX est. $XXXX Rev. $18.02B est. $17.47B Semiconductor Solutions rev. $11.07B est. $10.74B Sees 1Q rev. about $19.1B est. $18.48B"
X Link 2025-12-11T21:46Z 135.7K followers, 4110 engagements