@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: [------] #

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• [--] Month [----------] +877%
• [--] Months [----------] +34%
• [--] Year [----------] -3.80%

Mentions: [---] #

• [--] Week [---] +13%
• [--] Month [-----] +66%
• [--] Months [-----] +4.30%
• [--] Year [-----] +2.30%

Followers: [-------] #

• [--] Week [-------] +0.73%
• [--] Month [-------] +1.70%
• [--] Months [-------] +5.70%
• [--] Year [-------] +19%

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Social Influence

Social category influence stocks #3904 finance 36.27% technology brands 31.35% cryptocurrencies #2472 countries 8.29% financial services #179 social networks 2.59% automotive brands 1.55% exchanges #1760 travel destinations 1.3%

Social topic influence ai 14.25%, $nvda #296, $msft #50, $goog #10, $amzn #137, meta #3201, $meta #36, gold 4.92%, $slv #47, $amd #121

Top accounts mentioned or mentioned by @grok @william_r2rclub @teshen8lin @marketprophit @deepicevalue @stoicdrifter @dissectmarkets @alpha2021_ar @open_mind_heart @wavegodmcfly @bri091188812657 @edwardkens50830 @lmaosuine420 @brianarmstrong @paulmangione @anthembcbsnews @anthembcbs @nydfs @jlishawa @seandavid

Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Metadium (META) Advanced Micro Devices (AMD) SPDR GOLD ETF (GLD) Salesforce Inc (CRM) Netflix Inc (NFLX) Strategy (MSTR) iShares BTC Trust (IBIT) Now Coin (NOW) Oracle Corporation (ORCL) Uniris (UCO) Berkshire Hathaway Inc Class B (BRK.B) DisChain (DIS) Freeport-McMoRan Inc (FCX) Southern Copper Corporation (SCCO) Hudbay Minerals Inc. (HBM) Bitcoin (BTC) Apple, Inc. (AAPL) Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) Berkshire Hathaway Inc. (BRK.A) Micron Technology, Inc. (MU) USA Rare Earth, Inc. Class A Common Stock (USAR) Crowdstrike Holdings Inc (CRWD) Paramount Skydance Corporation Class B Common Stock (PSKY) Palantir Technologies Inc. (PLTR) GammaSwap (GS) BlackRock Inc (BLK) Teck Resources Limited (TECK) Realio Network (RIO) MP Materials Corp. (MP) Reddit, Inc. (RDDT) Zscaler Inc (ZS)

Top Social Posts

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

"Ivan Boesky famously went to jail in [----] for insider trading. By no means was using insider trading legal before the 2000s This man is just a con a sad jealous vindictive conman Its just that the value factor and value investing was much easier before the modern capital light investing era https://twitter.com/i/web/status/2022774158975991958 https://twitter.com/i/web/status/2022774158975991958"
X Link 2026-02-14T20:45Z 138.6K followers, [----] engagements

"Goldman Sachs $GS estimates [---] million jobs will be affected by AI globally by [----]. That's less than [--] months from now"
X Link 2026-02-15T03:50Z 138.6K followers, 11.6K engagements

"Claude Code full [--] hour course via @juliangold $MSFT $META $GOOG $NVDA $AMD"
X Link 2026-02-09T12:30Z 138.6K followers, 125.4K engagements

"CNBC interview with head of DOJ on $HIMS $NVO"
X Link 2026-02-09T22:49Z 138.6K followers, [----] engagements

"18mn Americans are smoking weed 21+ days per month $MSOS (MSOS is a disaster btw)"
X Link 2026-02-09T23:19Z 138.6K followers, 10.8K engagements

"Biggest gold buyers $GLD $PHYS $SLV $SIL $GDX via @Barchart"
X Link 2026-02-12T12:02Z 138.6K followers, [----] engagements

"The results for today's 30-year Bond Auction (February [--] 2026) came out earlier and they show remarkably strong demand which helped stabilize the long end of the yield curve after this morning's choppy trading. $TLT The Treasury sold $25 billion in 30-year bonds with the following results: High Yield: 4.750% The "Stop-Through": The auction "stopped through" the When-Issued (WI) yield of 4.752% by [---] basis points. Professional traders and investors were willing to accept a lower yield than the market expected just to ensure they could get their hands on the bonds. This is a very "bullish""
X Link 2026-02-12T18:33Z 138.6K followers, 15.2K engagements

"$EWY Korea flows have been insane"
X Link 2026-02-12T22:41Z 138.6K followers, 19K engagements

"China has a demographic crisis a banking crisis and a crisis of confidence which is why everyone is rushing to buy gold and silver there But yes they are good at stealing technology subsidizing industries at the expense of other nations dumping goods below cost to favor labor and they are very good at building and allocating capital quickly What the biggest threat actually is is the sheer number of engineers vs the U.S. The U.S. has [--] pct of the worlds population but 70pct of the worlds market cap"
X Link 2026-02-14T22:32Z 138.6K followers, [----] engagements

"GOLDMAN SACHS HIRED A RECORD LOW PERCENTAGE OF INTERNS LAST YEAR"
X Link 2026-02-15T03:56Z 138.6K followers, [----] engagements

"Lol FED'S GOOLSBEE: I'M STILL TRYING TO PROCESS WHY LONG-END INTEREST RATES ARE INCREASING"
X Link 2023-09-28T17:36Z 138.4K followers, 10.8K engagements

"WCI composite container freight benchmark rate for [--] book box since [----]. $ZIM $AMKBY https://twitter.com/i/web/status/1756799648134578379 https://twitter.com/i/web/status/1756799648134578379"
X Link 2024-02-11T21:57Z 138.5K followers, [----] engagements

"Peter Lynch on earnings"
X Link 2024-09-14T19:32Z 138.6K followers, 176.5K engagements

"10 year yield back at 4.6%"
X Link 2024-12-23T19:45Z 138.5K followers, 118K engagements

"Imagine loading up on risk at SPX [----] with 1% GDP growth negative earnings growth and 5% inflation next quarter"
X Link 2025-04-14T17:12Z 138.6K followers, 992.3K engagements

"This admin thinks these people want to work in manufacturing with two 10-minute bathroom breaks per day"
X Link 2025-04-16T14:01Z 138K followers, 59.1K engagements

"@0xMerridew $MSDL and $BXSL are clean and well mgd"
X Link 2025-10-19T19:06Z 138.6K followers, [----] 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 https://twitter.com/i/web/status/1990421182491795950 https://twitter.com/i/web/status/1990421182491795950"
X Link 2025-11-17T14:06Z 137.9K followers, 14.5K engagements

"Crude oil at $55/bbl $USO $BNO $UCO -2.2%"
X Link 2025-12-16T14:32Z 138.6K followers, [----] engagements

"UWM Holdings Corporationannounced it will acquireTwo Harbors Investment Corp.in an all-stock transaction valued at $1.3 billion in equity based on a fixed exchange ratio of [------] shares of $UWMC Class A Common Stock for each $TWO share. Deal represents 21% premium to TWOs 30-day volume weighted average price. Deal Represents $11.94/Shr Value Based on UWMC's Closing Price as of Dec [--]. https://twitter.com/i/web/status/2001288491951411482 https://twitter.com/i/web/status/2001288491951411482"
X Link 2025-12-17T13:48Z 138.6K followers, [----] engagements

"Conduit Power has entered into financial agreements with Diamondback Energy Inc. (NASDAQ: $FANG) and Granite Ridge Resources (NYSE: $GRNT) to develop [---] megawatts of natural gas power generation assets in Texas. Under the agreements Conduit will build own and operate the distributed power generation capacity across ERCOT's Load Zone West in West Texas. The facilities will sell energy and ancillary services to the Electric Reliability Council of Texas the state's largest power grid operator. https://twitter.com/i/web/status/2001358353281270008"
X Link 2025-12-17T18:26Z 138.2K followers, [----] engagements

"Gotta love Munger trolling every banker in America Charlie Munger famously mocked EBITDA by saying EBITDA is bullshit earnings because he believed it distracts investors from real economic costs and makes weak businesses look healthier than they are. $brkb $brka"
X Link 2025-12-19T21:02Z 138.6K followers, 11.7K engagements

"Bank of America's top [----] picks focus on AI/semiconductors: Nvidia ( $NVDA) Broadcom ( $AVGO) Lam Research ( $LRCX) KLA ( $KLAC) Analog Devices ( $ADI) Cadence ( $CDNS). In utilities for AI power demand: Public Service Enterprise ( $PEG) Alliant Energy ( $LNT) Sempra ( $SRE) Southwest Gas ( $SWX) Xcel Energy ( $XEL). https://twitter.com/i/web/status/2002850862712987692 https://twitter.com/i/web/status/2002850862712987692"
X Link 2025-12-21T21:17Z 138.5K followers, [----] engagements

"Warren Buffett will retire tmrw $brkb $brka"
X Link 2025-12-30T16:03Z 138.6K followers, [----] engagements

"Barrons "Top [--] Picks" for 2026: [--]. Amazon $AMZN [--]. Bristol Myers Squibb $BMY [--]. Comcast $CMCSA [--]. Exxon $XOM [--]. Fairfax $FRFHF [--]. Flutter Entertainment $FLUT [--]. Madison Square Garden $MSGS [--]. SL Green Realty $SLG [--]. Visa $V [--]. Walt Disney $DIS"
X Link 2026-01-01T23:40Z 138.6K followers, 33.9K engagements

"Russian billionaire Oleg Deripaska warns that if the US secures control over Venezuelas oil fields after already moving into Guyana it could end up overseeing more than half of the worlds reserves. $uso $uco In his view Washington would then be able to hold oil prices near $50 a barrel putting serious pressure on Russias state-capitalist economic model. Post Via @27khv https://twitter.com/i/web/status/2007538885681704980 https://twitter.com/i/web/status/2007538885681704980"
X Link 2026-01-03T19:45Z 138.6K followers, [----] engagements

"President Trump says that the United States will use Venezuela's oil reserves build infrastructure and sell "large amounts" to other countries like China after capturing Nicols Maduro. "We're in the oil business." $uso $uco"
X Link 2026-01-03T19:55Z 138.6K followers, 22.5K engagements

"MSCI ruled DATS will stay in indices $asst $sbet $bmnr $mstr $ethz $sqns $naka $brr"
X Link 2026-01-07T01:28Z 138K followers, [----] engagements

"$OWL Blue Owl Capital Inc. is allowing investors in Blue Owl Technology Income Corp. to withdraw as much as 17% of the non-traded funds net assets worth about $685 million. The firm had previously set a 5% quarterly limit but is prioritizing investors due to having $2.4 billion of liquidity. The move comes after the firm was hit with a deluge of redemption requests last month amid growing angst around private credit and increased scrutiny from regulators and policymakers. https://twitter.com/i/web/status/2008951587473887549 https://twitter.com/i/web/status/2008951587473887549"
X Link 2026-01-07T17:19Z 138.3K followers, [----] engagements

"$sruuf https://x.com/i/status/2009314608348319884 As of a few minutes ago it's now legal to build big nuclear plants in Illinois. https://x.com/i/status/2009314608348319884 As of a few minutes ago it's now legal to build big nuclear plants in Illinois"
X Link 2026-01-08T21:33Z 138.2K followers, [----] engagements

"$vsco Victorias Secret $VSCO is now up over 230% since announcing they are bringing back the Fashion Show generational wealth missed again. https://t.co/uZ0z3lGgpI Victorias Secret $VSCO is now up over 230% since announcing they are bringing back the Fashion Show generational wealth missed again. https://t.co/uZ0z3lGgpI"
X Link 2026-01-10T10:27Z 138.6K followers, [----] engagements

"Oil up 4% on Trump Iran message $USO $UCO undoing all "progress" with Venezuela"
X Link 2026-01-13T14:49Z 138.6K followers, [----] engagements

"$SRUUF https://x.com/GovKathyHochul/status/2011152343090544918s=20 Its go big or go home. I want to scale us up to five gigawatts of nuclear power more that's been built anywhere in the U.S. in the last [--] years. https://x.com/GovKathyHochul/status/2011152343090544918s=20 Its go big or go home. I want to scale us up to five gigawatts of nuclear power more that's been built anywhere in the U.S. in the last [--] years"
X Link 2026-01-14T09:27Z 138.2K followers, [----] engagements

"@LogicalThesis @R_and_Invest @samsolid57 They can absolutely suspend the pref dividends. Saylor doesn't want to do that now but if push comes to shove they can. Dude $AHT just suspended pref dividends [--] days ago. Anyone who thinks otherwise doesn't understand how prefs work"
X Link 2026-01-15T14:50Z 138.6K followers, [---] engagements

"$MU Data centers are set to consume 70% of all memory chips produced in [----] mostly driven by AI demand for high-bandwidth memory (HBM) and server DRAM. Spoke to someone at $BBY yesterday that to build a new powerful PC today (64GB+ memory) more than 75% of the cost would be memory sticks. https://twitter.com/i/web/status/2013247118614343774 https://twitter.com/i/web/status/2013247118614343774"
X Link 2026-01-19T13:48Z 138.2K followers, 21.6K engagements

"$UBS CEO says blockchain will be the future of the global banking business"
X Link 2026-01-20T20:11Z 138K followers, [----] engagements

"Software stocks down [--] days in a row due to Claude Code risk. $NOW $NVDA"
X Link 2026-01-21T20:02Z 138.5K followers, 10.8K engagements

"$ADSK stock rises on cutting 7% of workforce or roughly [----] jobs"
X Link 2026-01-22T17:02Z 138.5K followers, [----] engagements

"$WDAY Workday CEO Carl Eschenbach downplayed concerns that artificial intelligence could undermine traditional software business models calling such fears overblown in an interview on CNBCs Squawk Box on Thursday. Speaking from the World Economic Forum in Davos Eschenbach characterized AI as a net positive for Workday emphasizing that it represents a demand tailwind rather than a structural threat. Software equities have come under pressure in recent months amid investor concerns that generative AI could disrupt incumbent vendors by eroding recurring revenue models. Eschenbach argued that in"
X Link 2026-01-22T17:10Z 138.5K followers, [----] engagements

"Stanley Druckenmiller on Copper: Its in the tightest position I have ever studied. He said this in [----] but didnt take a position because he believed a hard landing was coming. He was wrong about the hard landing but right about copper"
X Link 2026-01-23T10:45Z 138.6K followers, 43.6K engagements

"BLACKROCK PRIVATE DEBT FUND EXPECTS 19% NET ASSET VALUE CUT $TCPC $BLK"
X Link 2026-01-24T02:37Z 138.4K followers, [----] engagements

"US winter storm triggered what is shaping up to be one of the worst air travel meltdowns since the pandemic forcing major airlines to cancel more than half of their flights. $aal $ual $dal"
X Link 2026-01-25T18:04Z 138.5K followers, [----] engagements

"Trump has literally wiped out more than half of his net worth in crypto since October from $4 billion to $2 billion. $DJT $ABTC. We are entering our 2nd government shutdown in [--] months. Eric must be squeamish. $IBIT $MSTR"
X Link 2026-01-25T20:30Z 137.9K followers, [----] engagements

"BlackRock's $BLK Rick Rieder Expected to be the Next Fed Chair (50% Chance) On policy Rieder tends to be more focused on risk and focused on avoiding damage to credit housing and small business. Thats why hes been more open than many to rate cuts in this phase of the cycle. Rick Rieders candidacy represents a shift from academic theory to real-world financial plumbing. As the manager of $2.4 trillion in fixed income at BlackRock he possesses a unique understanding of how monetary policy actually "hits the tape." [--]. Preventing "Economic Accidents" Rieders primary strength as a potential Fed"
X Link 2026-01-25T22:57Z 137.9K followers, [----] engagements

"$TM Toyota Motors probably a sell on yen intervention (bad for exports)"
X Link 2026-01-26T02:24Z 138K followers, [----] engagements

"Our Educational Discord call recording is up where we discuss our top [--] picks out of [--] copper names long term. $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FQVLF $ERO $COPX $ICOP $COPP $CPER https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing"
X Link 2026-01-26T02:38Z 138K followers, [----] engagements

"For the first time since [----] the value of gold held by central banks ($4.6 trillion) exceeds the value of the US Treasurys they hold ($3.9 trillion). $gld"
X Link 2026-01-26T03:29Z 138.5K followers, 164K engagements

"$IONQ IonQ Inc. has agreed to buy SkyWater Technology Inc. in a cash-and-stock deal that values the chipmaker at about $1.8 billion. IonQ will pay $35 a share for the Minnesota-based company comprising $15 in cash and $20 in stock a 38% premium to SkyWaters average share price over [--] days. The deal gives IonQ access to a large US-based chip foundry allowing it to speed up development of its own technology and boost its appeal to US customers in sensitive sectors like defense. https://twitter.com/i/web/status/2015754928170434874 https://twitter.com/i/web/status/2015754928170434874"
X Link 2026-01-26T11:53Z 138K followers, [----] engagements

"$CHGG was one of the most obvious victims of AI Is $DUOL a victim Possibly the biggest victim of AI https://t.co/BNlv4mSmgX Possibly the biggest victim of AI https://t.co/BNlv4mSmgX"
X Link 2026-01-26T12:10Z 138.6K followers, [----] engagements

"BlackRock TCP Capital Corp. $TCPC a publicly traded middle-market lending fund falls 12% as it expects to mark down the net value of its assets 19% after a string of troubled loans weighed on results"
X Link 2026-01-26T12:35Z 138.4K followers, [----] engagements

"$VST power generation companies https://x.com/ShanuMathew93/status/2015817095993233762s=20 Power has been one of the primary winners of the AI capex trade. (chart: Bernstein) https://t.co/dVe6gVvYag https://x.com/ShanuMathew93/status/2015817095993233762s=20 Power has been one of the primary winners of the AI capex trade. (chart: Bernstein) https://t.co/dVe6gVvYag"
X Link 2026-01-26T18:59Z 137.9K followers, [----] engagements

"So Burry thinks shorting $nvda at 23x forward earnings is a great idea and going long $gme with no real business prospects and a failed bitcoin strategy is a good idea. Wow interesting"
X Link 2026-01-26T22:28Z 138.4K followers, 30.1K engagements

"Well well now we know why Rep Hern sold all his $unh shares United Health $UNH down 8% after hours on news of Trump admin proposing flat rates for Medicare Rep. Hern (R) sold off his entire $500K position just a couple weeks ago"
X Link 2026-01-27T08:11Z 138.5K followers, 11.7K engagements

"$apo WARNING: This may be a PTSD trigger for those of you who were credit investors in [----]. https://t.co/ayXUrxCiP8 WARNING: This may be a PTSD trigger for those of you who were credit investors in [----]. https://t.co/ayXUrxCiP8"
X Link 2026-01-27T08:30Z 138.5K followers, [----] engagements

"$GM $6 billion buyback authorization: General Motors Co. expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks. Adjusted earnings before interest and taxes this year will range from $13 billion to $15 billion which is higher than last years $12.7 billion. GM authorized $6 billion in share buybacks and an increase in its quarterly dividend by [--] cents to [--] cents a share. https://twitter.com/i/web/status/2016113783396053286 https://twitter.com/i/web/status/2016113783396053286"
X Link 2026-01-27T11:39Z 138.6K followers, [----] engagements

"Two sticks of RAM now cost over $1000 because of this AI crap $MU $NVDA"
X Link 2026-01-28T01:35Z 138.5K followers, 43.4K engagements

"Thailands Central Bank governor prohibits short selling for gold transactions. $gld $slv"
X Link 2026-01-28T02:48Z 137.9K followers, [----] engagements

"An Australian power expert. Love Australians $vst"
X Link 2026-01-28T04:15Z 138.6K followers, 22.7K engagements

"Tether CEO reiterates the company's stance and confirms it is buying one or two tons of gold per week now holding [---] TONS of $GLD Gold stashed in a nuclear bunker"
X Link 2026-01-28T09:18Z 138.5K followers, [----] engagements

"Anta Sports Products the largest Chinese sportswear company has purchased a 29.06% stake in $Puma for [----] billion (1.79 billion) becoming the largest shareholder of the German brand"
X Link 2026-01-28T09:48Z 138.5K followers, [----] engagements

"BlackRock $BLK says bonds no longer offer reliable portfolio protection amid rising volatility. Spikes in long-term yields are fueling debt concerns driven largely by U.S. tariff risks with impacts strongest in Japan. The firm remains underweight long-term U.S. and Japanese government bonds https://twitter.com/i/web/status/2016533309203825071 https://twitter.com/i/web/status/2016533309203825071"
X Link 2026-01-28T15:26Z 138.5K followers, [----] engagements

"EU is "actively looking" for alternative LNG supplies that aren't from the US $LNG $UNG via @SStapczynski"
X Link 2026-01-28T15:30Z 138.1K followers, [----] engagements

"$CVNA has been taking market share from $KMX.need this to turn and for subprime auto to really blow up for this to be a good short"
X Link 2026-01-28T16:57Z 138.1K followers, 10.1K engagements

"1/ SSR FED THREAD Federal Reserve officials left interest rates unchanged and pointed to improvements in the US economy as they signaled a more cautious approach to potential future adjustments. The Federal Open Market Committee voted 10-2 Wednesday to hold the benchmark federal funds rate in a range of 3.5%-3.75%. Governors Christopher Waller and Stephen Miran dissented in favor of a quarter-point reduction. In a post-meeting statement policymakers said job gains have remained low and the unemployment rate has shown some signs of stabilization. Officials also dropped language pointing to"
X Link 2026-01-28T19:07Z 138.6K followers, 12.8K engagements

"$HD HOME DEPOT TO CUT [---] CORPORATE JOBS REQUIRE FULL-TIME RETURN TO OFFICE"
X Link 2026-01-28T20:29Z 138.5K followers, [----] engagements

"ALKAMI $ALKT SAID TO TAP ADIVSOR TO EXPLORE SALE Alkami up 8% after Bloomberg says company exploring options"
X Link 2026-01-28T20:30Z 138.5K followers, [----] engagements

"$ADBE could do something really funny here with $FIG"
X Link 2026-01-28T21:43Z 138.4K followers, 65.1K engagements

"Copper up 7%.rallying harder than gold or silver today All-time record $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FM / $FQVLF $COPX $ICOP $COPP $CPER"
X Link 2026-01-29T09:24Z 138.5K followers, [----] engagements

"$GEV GE Vernova earnings OK outside of wind: GE Vernova reported a mixed earnings picture with revenue of $10.956 billion up 4% from 10.56bn and EPS of $2.79 missing the estimate of $3.18. Sales exceeded an analyst estimate of $10.213 billion. The company highlighted solid demand margin expansion and cash generation with a backlog increase to $150 billion and a doubling of its quarterly dividend to [--] cents per share. GE Vernova raised its [----] revenue outlook to $44 billion to $45 billion and increased free cash flow guidance to $5.0 billion to $5.5 billion with shares trading lower"
X Link 2026-01-29T12:42Z 138.5K followers, [----] engagements

"Aluminum more expensive in the USA now due to tariffs $AA"
X Link 2026-01-29T12:45Z 138.4K followers, [----] engagements

"Hmm.SEC Chair Paul Atkins says now is the "right" time to open the $12.5 trillion 401k retirement market to crypto. Investors should be able to make their own decisions but this guy is coming in strong. $IBIT $MSTR $SBET"
X Link 2026-01-29T13:12Z 138.5K followers, 10.8K engagements

"Jobless claims nothing burger US JOBLESS CLAIMS -1K TO 209K IN JAN-24 WK; SURVEY 205K"
X Link 2026-01-29T14:00Z 138.6K followers, [----] engagements

"$OWL Investors pulled around 15.4% of net assets from Blue Owl Technology Income Corp. a business development company following the firm's decision to increase the amount investors could withdraw. The redemption requests elevated net leverage to [----] times debt-to-equity and after cashing investors out the fund had around $1.4 billion in liquidity available. The 17% redemption request is the largest on a percentage basis that Blue Owl has ever received and most funds have the option to stop investors from taking out cash if requests exceed 5% of net asset value"
X Link 2026-01-29T19:28Z 138.6K followers, [----] engagements

"$SATS down on potential merger of xAI and SpaceX"
X Link 2026-01-29T22:07Z 138.1K followers, [----] engagements

"Founder of Ivanhoe Mines on copper $FCX $TECK $GLEN $SCCO $HBM: https://x.com/robert_ivanhoe/status/2017022065367269715s=20 I have heard many explanations for the rally in the copper market over the past [--] hours. upside call option granters being caught wrong-footed collar hedging by miners alarmingly out of the money even aggressive buying of $20000 per tonne strike calls for June and December https://x.com/robert_ivanhoe/status/2017022065367269715s=20 I have heard many explanations for the rally in the copper market over the past [--] hours. upside call option granters being caught"
X Link 2026-01-30T09:04Z 138.6K followers, 22.2K engagements

"Why Waller Dissented: Statement by Governor Christopher J. Waller Governor Christopher J. Waller I dissented at the most recent meeting of the Federal Open Market Committee (FOMC) after concluding that cutting the policy rate by [--] basis points was the appropriate stance of policy. Three cuts to the policy rate last year have moved it closer to a neutral setting but monetary policy is still restricting economic activity and economic data make it clear to me further easing is needed. First in contrast to the continued solid growth in economic activity the labor market remains weak. Despite"
X Link 2026-01-30T15:38Z 138.6K followers, [----] engagements

"Warsh we can lower interest rates a lot (October 2025)"
X Link 2026-01-31T11:34Z 138.6K followers, 21K engagements

"US has told India that it will be able to purchase Venezuelan crude oil but any scaling here will take years $uso $uco"
X Link 2026-01-31T12:34Z 138.6K followers, [----] engagements

"First FDIC bank failure of 2026: Metropolitan Capital Bank & Trust This Chicago based bank was already stressed as Chicago real estate prices have been anemic We have far too many banks in the USA"
X Link 2026-01-31T12:56Z 137.9K followers, [----] engagements

"Dalio says every fiat currency is declining faster than ever and given debt problems the world is now hoarding gold especially central banks Ray Dalio says the U.S. Dollar & all other fiat monetary systems are coming to an end"
X Link 2026-01-31T17:07Z 138.2K followers, [----] engagements

"Bitcoin just fell below 80k. $IBIT $MSTR Trump has been the worst President for his own family's net worth $ABTC $DJT 4bn in crypto gross value at peak going to fall to 1.5bn"
X Link 2026-01-31T17:12Z 138.5K followers, [----] engagements

"Agree with Matt furthermore the same bad reporting from Reuters last week caused liquidations in rare earth metals companies like $MP and $USAR Journalists need to do better the WSJ $NVDA stalling on deal with OpenAI article was not titled correctlybut unlike Reuters they addressed this in the body of the article This type of garbage is getting tiring. WSJs headline implies Nvidia is bailing on OpenAI but the article itself says the original $100B / 10GW framework was nonbinding and never a finalized contract (old news Jensen didnt like the $amd deal either - duh). It also says"
X Link 2026-01-31T20:50Z 137.9K followers, [----] engagements

"Calls in $gld and $slv highest traded ever on Friday When looking at the total call volume among some of the most popular ETFs ($GLD and $SLV) Friday was the highest of all time coming in at [---] million contracts traded. #gold #silver https://t.co/daqb0gR7j0 When looking at the total call volume among some of the most popular ETFs ($GLD and $SLV) Friday was the highest of all time coming in at [---] million contracts traded. #gold #silver https://t.co/daqb0gR7j0"
X Link 2026-01-31T22:32Z 137.9K followers, [----] engagements

"That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." $nvda"
X Link 2026-02-01T00:24Z 137.9K followers, 34.4K engagements

"Renminbi cannot be a global reserve currency if China continues to have capital controls https://x.com/FT/status/2017953627143286903s=20 Xi Jinping has called for the renminbi to become a global reserve currency in some of his clearest comments on his ambitions for Chinas currency as Beijing seeks to play a greater role in the international monetary system: https://t.co/qvIgOzMkmi https://t.co/XvPayFHr2K https://x.com/FT/status/2017953627143286903s=20 Xi Jinping has called for the renminbi to become a global reserve currency in some of his clearest comments on his ambitions for Chinas"
X Link 2026-02-01T14:41Z 138.5K followers, [----] engagements

"Does Trump know there is a board of governors that all vote on policy How it works: There are [--] voters at EVERY SINGLE FOMC meeting: 1) The [--] Governors (Permanent Voters) These are the members of the Board of Governors in Washington D.C. They are appointed by the President and confirmed by the Senate. They always have a vote. Jerome Powell (Chair until May 2026) Philip Jefferson (Vice Chair) Michael Barr Michelle Bowman Lisa Cook Stephen Miran (Note: His term technically ended yesterday Jan [--] 2026; a successor or temporary seat-holder will fill this spot.) Christopher Waller 2) The 5"
X Link 2026-02-01T15:36Z 138K followers, [----] engagements

"Comex silver inventories $SLV"
X Link 2026-02-01T15:36Z 138.1K followers, 71.2K engagements

"$AMZN is buying copper in the US for the first time in more than [--] years for its data centers from $RIO Johnson Camp Mine in Arizona Amazon Web Services (AWS) has secured a two-year agreement with Rio Tinto to purchase copper from the Johnson Camp mine in Arizona marking the first new U.S.-mined copper in over a decade. This agreement is part of AWS' strategy to support its growing AI data centers which require a significant amount of copper for their infrastructure. The deal covers approximately [-----] metric tons of copper cathode over four years with an additional [-----] tonnes from"
X Link 2026-02-01T15:47Z 138.4K followers, 27K engagements

"Software meltdown $FIG $TTD $DUOL $HUBS $MNDY $WIX $REAM $CVLT $DOCS $IOT $DOCU $ESTC $CRM $WDAY $INTU $ABDE $SAP $SNOW $ZETA $FSLY"
X Link 2026-02-01T16:33Z 138.1K followers, [----] engagements

"Special Situations Market Strategy & Silver/gold/copper miner call this evening at 6:30pm ET. Some of these companies have negative cash costs & will print cash even at $30-50/ox. $SLV $HL $PAAS $AG $EXK $FSM $SIL $CDE $NEM $GOLD $AEM Can sign up here: https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing"
X Link 2026-02-01T20:34Z 138.6K followers, [----] engagements

"Rare earth magnet demand $USAR $MP $METC via @HyperTechInvest"
X Link 2026-02-02T02:03Z 138.6K followers, [----] engagements

"Oracle Corp. $ORCL plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. $NVDA $MSFT $META The company is raising money to build additional capacity to meet the contracted demand from its largest cloud customers including $AMD Advanced Micro Devices Inc. and OpenAI. Oracle plans to raise half of the funds via equity-linked and common equity issuances and the rest via a single issuance of bonds early in [----]. The company plans to raise half of the funds via equity-linked and common equity issuances"
X Link 2026-02-02T04:14Z 138.6K followers, [----] engagements

"$PYPL down 15% premarket on EPS miss sees further decline PayPal Holdings Inc. said Chief Executive Officer Alex Chriss will be replaced by HP Inc. CEO Enrique Lores as the firm reported profit and revenue that fell short of expectations. The firm's fourth-quarter earnings fell short of expectations with weakness in US retail spending and headwinds internationally and growth in PayPal-branded online checkouts slowed to 1%. Shares of the firm tumbled after the announcement with fourth-quarter earnings per share of $1.23 and total revenue of $8.68 billion missing analysts estimates. Adjusted"
X Link 2026-02-03T12:53Z 138.6K followers, [----] engagements

"Copper up 4% on China stockpiling China which consumers 60% of the world's commodities is growing copper inventories at the same time as the USA to secure supply after the strategic metal rose this year. $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FM / $FQVLF $COPX $ICOP $COPP $CPER The country will work with key state-owned smelters to boost commercial inventories Duan Shaopu deputy secretary general of the China Nonferrous Metals Industry Association said at a press conference on Tuesday. https://twitter.com/i/web/status/2018673434406854760"
X Link 2026-02-03T13:10Z 138.5K followers, [----] engagements

"$PEP PepsiCo Cuts Lays Doritos Prices as Much as 15% to Boost Sales as lower income US citizens are cutting back Disinflation starting"
X Link 2026-02-03T13:59Z 138K followers, 13.7K engagements

"Spain's PM announces legal measures against "dangers of social media" including bans for under 16s making tech CEOs "face criminal liability" for not removing "illegal or hateful content" $meta $goog $msft $snap $orcl"
X Link 2026-02-03T14:25Z 138K followers, [----] engagements

"$USAR now back at $26/share The Trump administration has launched Project Vault a public-private partnership aimed at insulating the U.S. economy from global resource volatility. The U.S. Export-Import Bank has announced funding of a direct loan of up to $10 billion to Project Vault with more than a dozen major companies providing an additional nearly $2 billion. The government's commitment is viewed as a "White House put" for the rare earth and critical minerals sector with investors piling into domestic miners and processors. https://twitter.com/i/web/status/2018735704948310194"
X Link 2026-02-03T17:17Z 138.5K followers, [----] engagements

"Rare-earths and critical minerals stocks are rising on Tuesday as the European Union is set to pitch the US on a critical minerals partnership to reduce reliance on China. $USAR $MP"
X Link 2026-02-03T19:10Z 138.2K followers, [----] engagements

"ORACLE $ORCL FILES FOR OFFERING OF UP TO $20B OF COMMON STOCK"
X Link 2026-02-04T00:17Z 138.4K followers, 29.8K engagements

"Big sell off in private equity today on software loan risk $bx $ares $tpg $apo"
X Link 2026-02-04T01:27Z 138.5K followers, [----] engagements

"What is funny is private credit is funding the very AI data centers that are making their private credit loans to software companies eventually default (20pct of BDC and private credit loans are to software companies) Irony $crm $bx $ap $owl $ares $nvda"
X Link 2026-02-04T01:35Z 138.6K followers, 10K engagements

"Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. $NVDA"
X Link 2026-02-04T10:14Z 138.3K followers, 10.8K engagements

"Jensen on software careful to say that AI won't destroy software companies. This guy can't afford to lose any customers $NVDA $MSFT $CRM $NOW"
X Link 2026-02-04T12:18Z 138.1K followers, 10.4K engagements

"$UBER miss on earnings (stock down 7%) but gross bookings up 22% y/y and monthly active platform customers up 18% - Uber forecast adjusted Ebitda for the first quarter of $2.37 billion to $2.47 billion. - The company also names Balaji Krishnamurthy as its new Chief Financial Officer - 1Q Performance Sees adjusted Ebitda $2.37 billion to $2.47 billion estimate $2.45 billion - Sees gross bookings $52 billion to $53.5 billion estimate $51.37 billion - Sees adjusted earnings per share of 65c-72c estimate 76c 4Q Results Gross bookings $54.14 billion +22% y/y estimate $53.14 billion Mobility"
X Link 2026-02-04T12:30Z 138.5K followers, [----] engagements

"At 22k vs 45k ADP was soft and the Fed should be considering cutting rates"
X Link 2026-02-04T14:17Z 138.5K followers, [----] engagements

"$AMZN - EXCLUSIVE-AMAZON PLANS TO USE AI TO SPEED UP PROCESS FOR MAKING MOVIES AND TV SHOWS $NFLX $NVDA"
X Link 2026-02-04T15:35Z 138.2K followers, [----] engagements

"$AMD down 16% Advanced Micro Devices shares tumble as much as 16% their biggest intraday drop since October [----] after the chipmakers sales forecast was seen as weak. Analysts flag that buyside expectations were much higher while Citi notes that the upside to results was boosted by unexpected China sales. The shares are falling after results as upside to 4Q25 results was boosted by $390 million of unexpected China sales While AMD guided 1Q26 above Consensus we believe the buyside was expecting more upside There is no new customer announcement for the Instinct series but management is"
X Link 2026-02-04T17:13Z 138.6K followers, [----] engagements

"TRUMP SAYS HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES - NBC"
X Link 2026-02-04T19:53Z 138.6K followers, 19.6K engagements

"$GOOG ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B"
X Link 2026-02-04T21:37Z 138K followers, [----] engagements

"$GOOG beat and raise really whipsawed investors but the numbers were tremendous Alphabet outperformed Wall Street expectations across almost all major metrics: Revenue: $113.8 billion (up 18% YoY) beating the $111.4 billion estimate. Earnings Per Share (EPS): $2.82 a 31% increase YoY beating the $2.64 estimate. Net Profit: $34.5 billion (up 30% YoY). Operating Margin: Stable at 31.6%. Key Growth Drivers [--]. Google Cloud Acceleration: Cloud revenue surged 48% fueled by intense demand for AI enterprise tools and specialized hardware (TPUs). The division reported an operating profit of $420"
X Link 2026-02-04T22:39Z 138.6K followers, [----] engagements

"Sharp move lower in $SLV overnight as a Chinese firm shorted over $1 billion of silver again he is still short Bian Ximing a reclusive billionaire often dubbed the "King of Futures" in China made headlines in early February [----] for a high-stakes bet against silver. Data from the SHFE showed that his firm Zhongcai Futures rapidly increased its short position. By January [--] [----] the firm held roughly [-----] short contracts equivalent to approximately [------] tons of silver. Bian reportedly cleared over $500 million in profit within a single week as silver prices plunged nearly 30% in a "flash"
X Link 2026-02-05T09:29Z 137.9K followers, 41.7K engagements

"Warsh hasn't even started yet.just replace him with Rieder BESSENT SAYS WHETHER TO SUE WARSH OVER FED INTEREST RATE POLICY IS UP TO PRESIDENT TRUMP"
X Link 2026-02-05T16:03Z 138.5K followers, 10.2K engagements

"Claude creates financial modeling software to rival $FDS Factset stock down 7%"
X Link 2026-02-05T17:55Z 138K followers, 38.1K engagements

"$IGV https://x.com/GunjanJS/status/2019468898911793196s=20 Goldman: "The forward P/E multiple for software has declined from 35x in late [----] to 20x currently representing the lowest absolute level since [----] and the smallest premium to the average S&P [---] stock since 2010" https://x.com/GunjanJS/status/2019468898911793196s=20 Goldman: "The forward P/E multiple for software has declined from 35x in late [----] to 20x currently representing the lowest absolute level since [----] and the smallest premium to the average S&P [---] stock since 2010""
X Link 2026-02-05T20:40Z 138.6K followers, 11.9K engagements

"Margin calls on $GLD and $SLV https://x.com/profitsplusid/status/2019541783462703462s=20 CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going into effect after the close of Friday Feb [--] [----] https://t.co/79muikRcbx https://x.com/profitsplusid/status/2019541783462703462s=20 CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going into effect"
X Link 2026-02-06T00:30Z 138.5K followers, 12.7K engagements

"Stellantis NV (stock -14%) will take roughly [--] billion in charges linked to a sweeping overhaul of its operations as high costs and muted electric-vehicle sales force the automaker to adjust its strategy. $TSLA $GM $F The changes largely reflect the cost of over-estimating the pace of the energy transition Chief Executive Officer Antonio Filosa said in a statement. Stellantis is estimating a net loss of as much as [--] billion for the second half of [----] and is projecting a low single-digit operating margin which includes tariff-related expenses of around [---] billion."
X Link 2026-02-06T08:45Z 138.6K followers, 10.9K engagements

"Gold remains a good hedge against policy and debasement risks despite recent volatility according to Pictet Asset Management. $GLD $SLV We are telling our funds to have as much gold as possible within your mandate within your budget said Arun Sai senior multi-asset strategist. Golds high volatility is nothing new Sai said in an interview. Gold is a good store of value in the long term.Pictet has been so-called double-overweight on gold since last year: Sai Gold is not a hedge against growth risks but it is a hedge against currency debasement inflation and the weaponization of US dollar: Sai"
X Link 2026-02-06T08:52Z 138.6K followers, [----] engagements

"What happens when the big Chinese short needs to deliver or cover $SLV Bians big short comes with significant risk and he has been forced to liquidate some positions at a loss in a volatile silver market. But he now holds a short that stands at about [---] tons of silver or [-----] contracts so the metals sharp drop since last week has resulted in a paper gain of about [--] billion yuan ($288 million). Including previous losses Bian stands to make a net profit of around [--] billion yuan based on his position and prices at the end of Tuesday. Silver is again sliding in Thursday trade and has tumbled"
X Link 2026-02-06T09:33Z 138.6K followers, [----] engagements

"$MOH had obvious risks.like other healthcare companies in the space (medical cost/margin shock). All the other companies in the space were also reporting deterioration in Medical Care Ratios (90.2%-- 94.6%) https://x.com/kingtutcap/status/2019525974485074039s=20 Substack bros in shambles https://t.co/4LOYq5bLoH https://x.com/kingtutcap/status/2019525974485074039s=20 Substack bros in shambles https://t.co/4LOYq5bLoH"
X Link 2026-02-06T09:52Z 138.5K followers, [----] engagements

"$AMZN mixed shelf offering to fund capex Bezos you sly dog selling all that stock. AMAZON $AMZN HAS FILED FOR MIXED SHELF OFFERING; SIZE NOT DISCLOSED $ORCL"
X Link 2026-02-06T13:13Z 138.2K followers, [----] engagements

"Wow one auditor threatening the other for AI cost savings. $NVDA $GOOG $MSFT FT: KPMG told its auditor Grant Thornton UK it should pass on cost savings from the rollout of AI and threatened to find a new accountant if it did not agree to a significant fee reduction"
X Link 2026-02-06T13:15Z 138.6K followers, [----] engagements

"Bithumb employee reportedly sent hundreds of users [----] $BTC during an airdrop instead of the intended token causing Bitcoin to trade about 10% lower on the exchange than the broader market. $IBIT $MSTR As of February [--] [----] this report is true and is currently developing into one of the most significant operational blunders in the history of South Korean crypto exchanges. Multiple outlets including Phemex News and Foresight News have confirmed that an employee at Bithumb mistakenly distributed [----] BTC (valued at roughly $134 million) instead of the intended [----] Korean Won (about $1.40)"
X Link 2026-02-06T13:22Z 138.6K followers, [----] engagements

"$GOOG whyyyyyyyyyyyyyyyyyyyyyyyyyyyy https://x.com/jimcramer/status/2019803964116472028s=20 Before the day is over I want to reiterate that think Google is the best value now of the big guys. https://x.com/jimcramer/status/2019803964116472028s=20 Before the day is over I want to reiterate that think Google is the best value now of the big guys"
X Link 2026-02-06T18:00Z 138.5K followers, [----] engagements

"Wednesday was single biggest hedge fund degrossing day since October $GS GS prime brokerage estimates for hedge fund performance on Weds (crazy momentum unwind day): Quant: -0.82% (+2.5% YTD) Fundamental L/S: -0.93% (+2.2% YTD) Multistrat equity: -1.9% (worst since April) (+3.9% YTD) Weds was largest US single-stock degrossing since October GS prime brokerage estimates for hedge fund performance on Weds (crazy momentum unwind day): Quant: -0.82% (+2.5% YTD) Fundamental L/S: -0.93% (+2.2% YTD) Multistrat equity: -1.9% (worst since April) (+3.9% YTD) Weds was largest US single-stock degrossing"
X Link 2026-02-06T21:15Z 138K followers, 10.6K engagements

"Software selloff could be overdone according to Claude itself haha $crm $team $now $crwd The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what Claude says after reading the GitHub on the infamous Anthropic https://t.co/UUGFMIXCMr The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what"
X Link 2026-02-06T23:19Z 138.6K followers, 12.1K engagements

"Frances AI plan will be funded with [--] million yes million with an M In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h"
X Link 2026-02-06T23:39Z 138K followers, [----] engagements

"$msft gave up lead over SPX"
X Link 2026-02-06T23:40Z 138.1K followers, [----] engagements

"Traders this week in software silver and crypto $mstr $crm $slv"
X Link 2026-02-07T01:03Z 138.5K followers, [----] engagements

"3 interesting names in here we have bought $30B+ stocks with Negative 5-YR Total Returns Paypal Sea limited Nike Adobe Snowflake Diageo Disney Target AirBnB UPS Pfizer Zoetis UnitedHealth Salesforce Autodesk Qualcomm Verizon Intel ServiceNow Abbott Labs Medtronics Roper Doordash Accenture TakeTwo Shopify https://t.co/HmjDLJuInI $30B+ stocks with Negative 5-YR Total Returns Paypal Sea limited Nike Adobe Snowflake Diageo Disney Target AirBnB UPS Pfizer Zoetis UnitedHealth Salesforce Autodesk Qualcomm Verizon Intel ServiceNow Abbott Labs Medtronics Roper Doordash Accenture TakeTwo Shopify"
X Link 2026-02-07T02:42Z 138.5K followers, 14.2K engagements

"Market weight of capital light businesses has collapsed in EU (Software Computer Services Business Svcs Media) $MSFT $CRM $NOW It is not just the U.S.A. The recent haemorrhaging in capital light names has occurred almost in a straight line down due to the acceleration of Claude (Anthropic) AI models and their ability to code software with minimum curation and oversight. The drop as a % of EU market cap has been from 11% to 7% of the entire index since [----]. At the same time financials and commodities producers have rallied from 21% to 31% of the index. Given the rotation the overall index"
X Link 2026-02-07T13:14Z 138K followers, [----] engagements

"Anthropic CPO Mike Krieger says that Claude is now effectively writing itself $msft $nvda Engineers regularly ship 23000-line pull requests generated entirely by Claude Dario predicted a year ago that 90% of code would be written by AI and people thought it was crazy today it's effectively 100pct Via @slow_developer"
X Link 2026-02-07T13:23Z 137.9K followers, 17.3K engagements

"The problem is that they are now spending more than half of cash flows on capex $amzn $goog $msft The combined revenues of the Big [--] US tech companies hit a record $1.86 trillion over last [--] months: Amazon $AMZN: $717 billion Apple $AAPL: $436 billion Google $GOOGL: $403 billion Microsoft $MSFT: $305 billion That's larger than the GDP of all but [--] countries. https://t.co/yRUlJxwAZy The combined revenues of the Big [--] US tech companies hit a record $1.86 trillion over last [--] months: Amazon $AMZN: $717 billion Apple $AAPL: $436 billion Google $GOOGL: $403 billion Microsoft $MSFT: $305 billion"
X Link 2026-02-07T16:11Z 138.5K followers, [----] engagements

"AI is going to increase disruption in ways we cant even predict. Chris Hohn"
X Link 2026-02-07T16:25Z 137.9K followers, 12.3K engagements

"Shanghai exchange silver stocks hit [--] year lows $SLV https://x.com/zerohedge/status/2020184290194235417s=20 Shanghai silver stocks hit [--] year lows https://t.co/pHRG0epNkC https://x.com/zerohedge/status/2020184290194235417s=20 Shanghai silver stocks hit [--] year lows https://t.co/pHRG0epNkC"
X Link 2026-02-07T17:42Z 138.6K followers, [----] engagements

"Trump Backs Nexstar $NXST - Tegna Deal $TGNA Good deals like Nexstar-Tegna merger will create more competition President Donald Trump says on Truth Social. GET THAT DEAL DONE he says saying such deals will help fight fake news We bought TGNA in February in our educational discord timestamped on the $22 cash offer from last year after it sold off. ttps://www.specialsitsresearch.com/plans-pricing https://twitter.com/i/web/status/2020202842062213153 https://twitter.com/i/web/status/2020202842062213153"
X Link 2026-02-07T18:27Z 138.1K followers, [----] engagements

"We added $NVO long and shorted $HIMS on Friday as a pair trade"
X Link 2026-02-07T20:12Z 137.9K followers, [----] engagements

"Mag7 doesnt have the firepower left for large buybacks because of all the AI capex spend. We still dont know how much this AI spend will contribute to earnings over time $META $MSFT $AMZN The era of tech buybacks has ended. https://t.co/NHHljqUqoy The era of tech buybacks has ended. https://t.co/NHHljqUqoy"
X Link 2026-02-07T20:49Z 138.6K followers, 25.7K engagements

"Great chart on gold $gld Chinas central bank continues to buy as of this year at a strong pace And its own citizens continue to buy fearful of capital controls debt and unable to take large amounts of money outside the country"
X Link 2026-02-07T20:57Z 138.6K followers, [----] engagements

"Software job postings no one is talking about this https://t.co/jIaZMQp8gX no one is talking about this https://t.co/jIaZMQp8gX"
X Link 2026-02-07T21:01Z 138K followers, 26.1K engagements

"Why does Trump care about the DOW Who is advising his writer about these tweets"
X Link 2026-02-07T21:03Z 137.9K followers, 10.3K engagements

"Yes of course $amzn But after this capex overspend Chart of the Day: Will these lines cross again https://t.co/2JgpLabCsM Chart of the Day: Will these lines cross again https://t.co/2JgpLabCsM"
X Link 2026-02-07T21:04Z 138.5K followers, [----] engagements

"Rents are falling"
X Link 2026-02-07T21:16Z 137.9K followers, 13.1K engagements

"AI needs to continue to scale and disparage other industries to be able to justify revenue growth in verticals But Claude is the most useful AI company in my opinion at the moment Followed by Gemini and Perplexity Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API. Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API"
X Link 2026-02-07T21:58Z 137.9K followers, [----] engagements

"Googles first office $GOOG"
X Link 2026-02-08T00:44Z 138.5K followers, 10.2K engagements

"$amzn UBS calling +38% [----] growth for $AMZN AWS https://t.co/E0PEwQmqJu UBS calling +38% [----] growth for $AMZN AWS https://t.co/E0PEwQmqJu"
X Link 2026-02-08T01:03Z 138.5K followers, 17.2K engagements

"Truflation continues to fall"
X Link 2026-02-08T14:51Z 138.5K followers, 19.8K engagements

"US Hedge Funds Shorted Single Stocks At The Fastest Pace Since The [----] Crisis Shorting Exceeded The April [----] Market Crash And Any Week Of The [----] Bear Market"
X Link 2026-02-08T14:52Z 138.1K followers, 14.2K engagements

"The delinquency rate on U.S. office Commercial Mortgage-Backed Securities (CMBS) surged by [---] basis points in January hitting a record high of 12.3%"
X Link 2026-02-08T17:34Z 138K followers, [----] engagements

"When fathers return to their families after the Super Bowl and football season is over"
X Link 2026-02-08T18:01Z 138K followers, [----] engagements

"Silicon Valley was years ahead of its time $nvda"
X Link 2026-02-08T18:04Z 138.5K followers, 12.3K engagements

"Jensen clarifying OpenAI investment $nvda"
X Link 2026-02-08T19:19Z 138K followers, [----] engagements

"$HBM is one of the cheapest ways to play the longer term copper bull market as companies like $FCX and $SCCO are already pricing in copper $13k/ton. This model is available for free for web subscribers. https://www.specialsitsresearch.com/product-page/hudbay-minerals-copper-hbm-jan-2026-valuation-model-and-risk-framework https://www.specialsitsresearch.com/product-page/hudbay-minerals-copper-hbm-jan-2026-valuation-model-and-risk-framework"
X Link 2026-02-08T20:00Z 138.5K followers, [----] engagements

"$XYZ Block Inc. co-founded by Jack Dorsey is warning up to [----] employeesabout 10% of its roughly [-----] staffthat positions could be cut through late February. This follows repeated reductions dropping headcount from [-----] in [----] amid pushes for efficiency in payments growth and fintech competition. Investors cheered the news with shares up 5% Monday while others worry about morale after years of layoffs; quarterly earnings on February [--] will reveal more on cost controls. https://twitter.com/i/web/status/2020620505070387593 https://twitter.com/i/web/status/2020620505070387593"
X Link 2026-02-08T22:07Z 138.5K followers, [----] engagements

"Social Media Sentiment near [--] year lows after aggressive hedge fund selling last week"
X Link 2026-02-08T22:08Z 138K followers, [----] engagements

"Accenture just signed a deal to train [-----] professionals on Claude the largest Claude Code deployment to date. Accenture will focus on financial services life sciences healthcare and the public sector. $ACN Goldman is doing something similar in the backoffice $GS"
X Link 2026-02-09T00:35Z 138.6K followers, 27K engagements

"Chinese officials have urged banks to limit purchases of US government bonds and instructed those with high exposure to pare down their positions sources say (BBG)"
X Link 2026-02-09T09:23Z 138K followers, [----] engagements

"50 minute lecture from Jeff Bezos in [----] on innovation via @BoringBiz_ $AMZN"
X Link 2026-02-09T12:24Z 138.6K followers, [----] engagements

"Novo Nordisk $NVO sues Hims & Hers $HIMS"
X Link 2026-02-09T12:49Z 138.6K followers, [----] engagements

"Workday $WDAY Announces CEO Transition as Co-Founder Aneel Bhusri Returns to Lead the Company's Next Chapter SaaS CEOs getting kicked out"
X Link 2026-02-09T13:59Z 138.5K followers, [----] engagements

"Mag7+ tech companies filing to raise capital $GOOG filed 424b5 prospectus $AMZN filed S-3ASR registration $ORCL has filed for a $20bn+ ATM https://x.com/kakashiii111/status/2020845525667299786s=20 Google just filed for 424B5 (Prospectus) joining Oracle. Amazon filed S-3ASR Registration last week. Which Mag [--] is next Meta Microsoft Nvidia Stay tuned https://t.co/vnsqIlSx58 https://x.com/kakashiii111/status/2020845525667299786s=20 Google just filed for 424B5 (Prospectus) joining Oracle. Amazon filed S-3ASR Registration last week. Which Mag [--] is next Meta Microsoft Nvidia Stay tuned"
X Link 2026-02-09T14:05Z 138.6K followers, [----] engagements

"$GOOG ALPHABET SEEKING TO RAISE ABOUT $15 BILLION FROM US BOND SALE"
X Link 2026-02-09T14:06Z 138.5K followers, [----] engagements

"New OpenAI model coming out this week $NVDA $META $MSFT $GOOG $AMD CHATGPT EXCEEDING 10% MONTHLY GROWTH: CNBC OPENAI PREPARING TO LAUNCH UPDATED CHAT MODEL THIS WEEK: CNBC"
X Link 2026-02-09T14:08Z 138.1K followers, [----] engagements

"Truflation CPI continues to trend lower even though headline CPI will probably be 2.5% this week In [--] months inflation could be much lower"
X Link 2026-02-09T17:38Z 138K followers, [----] engagements

"$GOOG bond overing is 10x oversubscribed with $100 billion of orders"
X Link 2026-02-09T18:02Z 138.5K followers, [----] engagements

"Ghislaine Maxwell pleaded the Fifth Amendment to Congress today her hearing is now over"
X Link 2026-02-09T18:09Z 138K followers, [----] engagements

"Ghislaine Maxwells lawyer said she would fully testify and could exonerate President Trump if granted a pardon. Maxwell invoked her Fifth Amendment rights during a House deposition and is serving a 20-year sentence for sex trafficking"
X Link 2026-02-09T18:42Z 138K followers, [----] engagements

"AI Capex $MSFT $META $GOOG $ORCL $AMZN"
X Link 2026-02-09T18:58Z 138K followers, [----] engagements

"YCombinator guide to Vibe Coding $NVDA $GOOG $MSFT $AMD $META"
X Link 2026-02-09T19:37Z 138.5K followers, [----] engagements

"Sad that Claude is going to ruin the Excel World Championship before I have a chance to win $nvda $msft"
X Link 2026-02-09T19:52Z 138.1K followers, 10.2K engagements

"This battle scene cost $60 to make using Seedance [---] AI. That and about two pools full of water and the power of an apartment building. $dis $nflx $psky $goog"
X Link 2026-02-09T20:18Z 138.6K followers, [----] engagements

"US RENTS FALL 1.4% YoY FOR 32ND STRAIGHT MONTH; RENTING CHEAPER THAN MORTGAGES ACROSS ALL TOP [--] METROS"
X Link 2026-02-09T20:23Z 138.5K followers, 46.7K engagements

"$RIG Transocean Ltd. agreed to acquire $VAL Valaris Ltd. in an all-stock deal valued at $5.8 billion. The deal will create the worlds largest offshore rig contractor by market value with a fleet of [--] offshore rigs. Valaris investors will receive [----] shares of Transocean stock for each share they own a roughly 32% premium based on the Feb. [--] closing price. https://twitter.com/i/web/status/2020963216684191843 https://twitter.com/i/web/status/2020963216684191843"
X Link 2026-02-09T20:49Z 138.5K followers, [----] engagements

"$CRM down from 30x FCF down to 15x"
X Link 2026-02-09T20:54Z 138.6K followers, 15.6K engagements

"Former $HL Hecla Mining president on silver $SLV - The US admin is looking to increase its silver stockpiles - This is the first time in decades - Silver production peaked in [----] - Production will not reach that peak by [----] via @ekwufinance"
X Link 2026-02-09T21:25Z 138.6K followers, 10.7K engagements

"$amzn Super Bowl ad really hit home"
X Link 2026-02-09T22:38Z 138.1K followers, 10.4K engagements

"Sad state of affairs in the USA"
X Link 2026-02-09T22:41Z 138.1K followers, 14.8K engagements

"Someone please translate this using Claude for me"
X Link 2026-02-10T00:07Z 138.2K followers, 11K engagements

"United States Representative Tim Burchett says aliens could be stationed in five or six underwater bases off the U.S. coast"
X Link 2026-02-10T02:29Z 138.1K followers, [----] engagements

"Almost every single company here is spending more than it earns $meta $msft $goog $amzn $orcl"
X Link 2026-02-10T02:40Z 138.1K followers, [----] engagements

"Baker McKenzie just laid off [---] staff just under 10% because of Al. Target $TGT also starting layoffs"
X Link 2026-02-10T02:49Z 138.5K followers, [----] engagements

"@operationdanish He is referring to Powell i believe"
X Link 2026-02-10T02:50Z 138.1K followers, [----] engagements

"Hardware vs software $nvda $crm $msft The Rotation https://t.co/XzrXj0SNE9 The Rotation https://t.co/XzrXj0SNE9"
X Link 2026-02-10T03:34Z 138.2K followers, [----] engagements

"Stablecoins https://x.com/IMFNews/status/2021048102107611569s=20 Stablecoins have the potential to reshape cross-border payments and capital flows. They offer opportunities but also bring new risksfinancial integrity regulatory oversight consumer protection capital flow management monetary sovereignty and more. Learn more: https://t.co/AysA8nVd6K https://x.com/IMFNews/status/2021048102107611569s=20 Stablecoins have the potential to reshape cross-border payments and capital flows. They offer opportunities but also bring new risksfinancial integrity regulatory oversight consumer protection"
X Link 2026-02-10T08:44Z 138.1K followers, [----] engagements

"@brian_armstrong Then pass the clarity act.stop dilly dallying"
X Link 2026-02-10T09:00Z 138.1K followers, [---] engagements

"$BP reported full-year [----] underlying profits of $7.5 billion down 16% from prior year due to lower oil and gas prices prompting suspension of its $750 million quarterly buyback program. Excess cash will now reduce debt and fund upstream investments including an [--] billion-barrel discovery in Brazil's Bumerangue field. The company cut [----] capital spending guidance raised cost savings targets to $5.5-$6.5 billion by [----] and committed to at least 4% annual dividend growth while shares fell over 4% on the news. https://twitter.com/i/web/status/2021163767455768875"
X Link 2026-02-10T10:06Z 138.5K followers, [----] engagements

"France's unemployment rate rises to 7.9% the highest in four years"
X Link 2026-02-10T10:12Z 138.6K followers, [----] engagements

"$rddt starting to look cheap"
X Link 2026-02-10T10:46Z 138.6K followers, [----] engagements

"Copper stockpiling in USA $HBM $SCCO $FCX https://x.com/TheStalwart/status/2021174009287630880s=20 Great read on the copper stockpiling that's occurred in the United States https://t.co/PAGBWo8dyJ https://t.co/wmHNddqIT8 https://x.com/TheStalwart/status/2021174009287630880s=20 Great read on the copper stockpiling that's occurred in the United States https://t.co/PAGBWo8dyJ https://t.co/wmHNddqIT8"
X Link 2026-02-10T11:15Z 138.5K followers, [----] engagements

"CHINAS HOLDINGS OF U.S. TREASURIES HAVE FALLEN TO THEIR LOWEST LEVEL SINCE THE [----] FINANCIAL CRISIS"
X Link 2026-02-10T11:17Z 138.1K followers, [----] engagements

"Good morning I would like to sell a [---] year bond please $goog"
X Link 2026-02-10T11:32Z 138.6K followers, [----] engagements

"US HOUSE GOP PANEL SUBPOENAS EIGHT HEALTH INSURERS: AXIOS $UNH"
X Link 2026-02-10T11:45Z 138.4K followers, [----] engagements

"$CVS affirms guidance but shares down CVS 4Q ADJ EPS $1.09 EST. 99C CVS Health Corp. held its earnings forecast steady for [----] taking a cautious approach during a tumultuous time for the US health insurance industry after it beat fourth quarter sales and profit expectations as cash flow picked up. The results released Tuesday add confidence to the optimism CVS projected at an investor day event in December when it said all three of its units insurance pharmacy and management of drug benefits were expected to grow in [----]. That was a significant turnaround for its drugstores where CVS had"
X Link 2026-02-10T11:55Z 138.6K followers, [----] engagements

"$SPOT Spotify up on double beat revenue and eps Spotify shares rise 15% in premarket trading after the music streaming company reported a record [--] million monthly active users (MAUs) for the fourth quarter surpassing its guidance for [--] million. In addition 4Q subscriber net additions of [--] million exceeded guidance by [--] million while Spotifys forecast for 1Q MAUs and profits also topped the Streets consensus estimates. 1Q Sees monthly active users [---] million estimate [------] million (Bloomberg Consensus) Sees operating income EU660 million estimate EU645 million Sees revenue EU4.5 billion"
X Link 2026-02-10T12:11Z 138.2K followers, [----] engagements

"Big miss in retail sales.what happened to Main St Retail Sales 0.0% Exp. 0.4% Last 0.6% Retail Sales ex auto 0.0% Exp. 0.4% Last 0.5% Retail Sales control group -0.1% Exp. 0.4% Last 0.2%"
X Link 2026-02-10T13:41Z 138.2K followers, [----] engagements

"Is the Fed even looking at the data"
X Link 2026-02-10T13:52Z 138.2K followers, [----] engagements

"State Street strategist Lee Ferridge warns the dollar may fall 10% in [----] if the Fed cuts rates more aggressively than markets anticipate under a new chair. Traders expect two cuts by year-end but a third is possible amid Trumps pressure on the Fed. Deeper rate cuts could increase hedging by foreign investors pushing the dollar lower. Ferridge sees a near-term 23% rebound on strong US data but expects selling to resume once rate cuts accelerate. https://twitter.com/i/web/status/2021235167407251669 https://twitter.com/i/web/status/2021235167407251669"
X Link 2026-02-10T14:49Z 138.5K followers, [----] engagements

"Shares of several wealth management firms quickly turned lower in Tuesday trading after Altruist launched a new tax-planning offering within Hazel its AI platform. Charles Schwab $SCHW and Raymond James $RJF are leading the losses dropping more than 8% each. Schwab is down as much as 9% its biggest intraday decline since April while Raymond James drops as much as 8.4% Others underperformers include: Stifel -5.5% LPL Financial -7.2% Morgan Stanley -2.6% Ameriprise Financial -6.1% https://twitter.com/i/web/status/2021294950474809728 https://twitter.com/i/web/status/2021294950474809728"
X Link 2026-02-10T18:47Z 138.3K followers, 11.1K engagements

"The growth to value rotation continues"
X Link 2026-02-10T20:08Z 138.6K followers, [----] engagements

"Student loan delinquencies https://x.com/KevRGordon/status/2021261731650007216s=20 New all-time high for share of student loans transitioning to serious delinquency https://t.co/lRlSiGbFm7 https://x.com/KevRGordon/status/2021261731650007216s=20 New all-time high for share of student loans transitioning to serious delinquency https://t.co/lRlSiGbFm7"
X Link 2026-02-10T21:07Z 138.3K followers, [----] engagements

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