@TheStalwart Joe Weisenthal

Joe Weisenthal posts on X about in the, ai, silver, bitcoin the most. They currently have [----------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

Engagements: [-------] #

• [--] Week [---------] -45%
• [--] Month [----------] +99%
• [--] Months [-----------] -18%
• [--] Year [-----------] +95%

Mentions: [---] #

• [--] Week [---] -27%
• [--] Month [-----] +129%
• [--] Months [-----] +77%
• [--] Year [-----] +63%

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

• [--] Week [-------] +0.25%
• [--] Month [-------] +1.10%
• [--] Months [-------] +3.40%
• [--] Year [-------] +15%

CreatorRank: [-------] #

Social Influence

Social category influence finance #5393 technology brands 6.94% countries 5.75% stocks 5.75% cryptocurrencies 4.76% social networks 2.98% automotive brands 1.19% celebrities 0.99% exchanges #2611 travel destinations 0.6%

Social topic influence in the 8.13%, ai #3222, silver #2603, bitcoin 3.77%, the most 3.17%, stocks #1792, this is 2.58%, inflation #81, china 2.38%, tariffs #1858

Top accounts mentioned or mentioned by @tracyalloway @podcasts @thestalwart @business @havelockai @stephen1426397 @grok @vijayselvam @freightalley @tylermacro10 @puckfupett69 @stevestricklan6 @tylerhardt @stansilver2024 @chris_arnade @qagellc @joshuak74492 @baslerbraven412 @michaelselig @deanwball

Top assets mentioned Bitcoin (BTC) Mario Coin (COIN) New York Times Co. (NYT) Bank of America (BAC) Blue Owl Capital, Inc. (OWL) Alphabet Inc Class A (GOOGL)

Top Social Posts

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

""Anthropic is nearing the completion of a deal to raise more than $20 billion in a funding round co-led by investors including Peter Thiels Founders Fund D.E. Shaw & Co. and Dragoneer Investment Group." https://www.bloomberg.com/news/articles/2026-02-12/founders-fund-d-e-shaw-dragoneer-among-lead-investors-in-anthropic-dealsrnd=homepage-americas&sref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-12/founders-fund-d-e-shaw-dragoneer-among-lead-investors-in-anthropic-dealsrnd=homepage-americas&sref=vuYGislZ"
X Link 2026-02-12T10:58Z 431.2K followers, 104.2K engagements

"Did an asteroid filled with silver just slam into the earth"
X Link 2026-02-12T16:29Z 431.2K followers, 466.2K engagements

"Did an asteroid filled with Bitcoin hit the earth"
X Link 2026-02-12T17:59Z 431.2K followers, 126.3K engagements

"Big drop in food away from home inflation"
X Link 2026-02-13T13:33Z 431.2K followers, [----] engagements

"Great read on the copper stockpiling that's occurred in the United States https://www.bloomberg.com/news/articles/2026-02-09/how-giant-us-copper-stockpile-is-raising-global-prices-and-tightening-supplysref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-09/how-giant-us-copper-stockpile-is-raising-global-prices-and-tightening-supplysref=vuYGislZ"
X Link 2026-02-10T10:46Z 431.2K followers, 49.9K engagements

"Knowing Democrats I doubt they'll learn the lesson of what a powerful political juggernaut neoliberalism is. Instead they'll probably validate the GOP's perspective by running a populist. Mark Carney v Pierre Poilievre has been a really brutal showing for 21st century political formations. Fully-realized DeSantisism run under the best conditions imaginable has just been dogwalked by the most basic centrist civic nationalism you could image. Mark Carney v Pierre Poilievre has been a really brutal showing for 21st century political formations. Fully-realized DeSantisism run under the best"
X Link 2026-02-13T13:25Z 431.2K followers, 110.8K engagements

"BREAKING: CORE CPI RISES 0.3% HEADLINE RISES JUST 0.2% Economists had expected a 0.3% MoM increase in core. https://www.bloomberg.com/news/live-blog/2026-02-13/us-cpi-for-january https://www.bloomberg.com/news/live-blog/2026-02-13/us-cpi-for-january"
X Link 2026-02-13T13:30Z 431.2K followers, 45.8K engagements

"*DRAFTKINGS SAYS NO 'DISCERNIBLE IMPACT' FROM PREDICTIONS RIVALS"
X Link 2026-02-13T13:51Z 431.2K followers, 59.2K engagements

"TBH I'm not surprised by this because according to prediction market companies and regulators they're not in the same industry. *DRAFTKINGS SAYS NO 'DISCERNIBLE IMPACT' FROM PREDICTIONS RIVALS *DRAFTKINGS SAYS NO 'DISCERNIBLE IMPACT' FROM PREDICTIONS RIVALS"
X Link 2026-02-13T13:52Z 431.2K followers, 35.4K engagements

"On Polymarket dollars are literally half off right now"
X Link 2024-07-11T01:48Z 431.2K followers, 593.1K engagements

"STOCKS TANKING AFTER TARIFF NUMBERS REVEALED"
X Link 2025-04-02T20:28Z 431.2K followers, 3.3M engagements

"Blackstone is now down 40% from its November highs and is right back at its post-Liberation Day lows. Remember this is probably the best run manager of private assets in the world so just consider how your run of the mill PE or VC shop is looking right now"
X Link 2025-04-21T19:17Z 431.2K followers, 1.1M engagements

"This was fun as hell. @tracyalloway and I went on @TheCompoundNews and talked about all the stuff with @Downtown and @michaelbatnick. Could've gone [--] or [--] hours more. https://www.youtube.com/watchv=UhpU91veGZg https://www.youtube.com/watchv=UhpU91veGZg"
X Link 2025-12-12T14:30Z 431.2K followers, 153.6K engagements

"Worthwhile read defending SaaS companies arguing that the threat of AI-enabled disruption is overblown. https://buffettsdisciple.substack.com/p/saas-widely-misunderstood-csuto-toivutm_campaign=post&utm_medium=web&triedRedirect=true https://buffettsdisciple.substack.com/p/saas-widely-misunderstood-csuto-toivutm_campaign=post&utm_medium=web&triedRedirect=true"
X Link 2026-01-26T12:50Z 431.2K followers, 58.1K engagements

"People running frontier models on their desktop. Doesnt this throw all questions about token subsidy out the window Running Kimi K2.5 on my desk. Runs at [--] tok/sec with [--] x 512GB M3 Ultra Mac Studios connected with Thunderbolt [--] (RDMA) using @exolabs / MLX backend. Yes it can run clawdbot. https://t.co/ssbEeztz2V Running Kimi K2.5 on my desk. Runs at [--] tok/sec with [--] x 512GB M3 Ultra Mac Studios connected with Thunderbolt [--] (RDMA) using @exolabs / MLX backend. Yes it can run clawdbot. https://t.co/ssbEeztz2V"
X Link 2026-01-28T11:03Z 431.2K followers, 310.6K engagements

"NEW ODD LOTS: The Utilities Analyst Who Says Datacenter Math Doesn't Add Up @tracyalloway and I talk to CreditSights' co-head of IG credit Andy DeVries who says datacenter power demand will fall short and that utilities are OVERBUILDING for the future https://podcasts.apple.com/us/podcast/the-utilities-analyst-who-says-the-data-center/id1056200096i=1000747673378 https://podcasts.apple.com/us/podcast/the-utilities-analyst-who-says-the-data-center/id1056200096i=1000747673378"
X Link 2026-02-02T09:49Z 431.2K followers, 287.2K engagements

"One of the hottest toys in China is a stuffed horse where the factory accidentally sewed the smile upside down. https://www.reuters.com/world/asia-pacific/accidental-crying-horse-toy-wins-hearts-china-2026-01-26/ https://www.reuters.com/world/asia-pacific/accidental-crying-horse-toy-wins-hearts-china-2026-01-26/"
X Link 2026-02-02T10:35Z 431.2K followers, 170.6K engagements

"One of the biggest stories in the world is the growing push to curb social media and box out American giants. It's only a matter of time IMO before every country has more severe limits. https://www.bloomberg.com/news/articles/2026-02-04/europe-takes-on-tech-with-social-media-bans-and-paris-raid-on-xsref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-04/europe-takes-on-tech-with-social-media-bans-and-paris-raid-on-xsref=vuYGislZ"
X Link 2026-02-04T10:42Z 431.2K followers, 665.7K engagements

"This is the most brutal crypto winter ever. Nobodys even joking about it in a self effacing way. And if there were anyone doing the meme you wouldnt see it because theres no crypto twitter anymore. I haven't seen this posted in awhile https://t.co/4Nac1pjTLG I haven't seen this posted in awhile https://t.co/4Nac1pjTLG"
X Link 2026-02-05T01:13Z 431.2K followers, 298.9K engagements

"I basically never update my iPhone software because I don't like change and generally it never seems to matter. But man the new iOS is just incredibly ugly. Might as well switch to Android"
X Link 2026-02-05T15:46Z 431.2K followers, 286.3K engagements

"@VijaySelvam @zherbert AI is going to use stablecoins"
X Link 2026-02-05T19:29Z 431.2K followers, [---] engagements

"If you're looking for something to read here's every book that's been recommended in the Odd Lots Discord https://odd-lots-books.netlify.app/ https://odd-lots-books.netlify.app/"
X Link 2026-02-08T20:24Z 431.2K followers, 218K engagements

"Japanese [--] year yield jumping"
X Link 2026-02-09T00:00Z 431.2K followers, 61.5K engagements

"The last time a tech company announced a 100-year bond it was Motorola in [----] https://www.bloomberg.com/news/articles/2026-02-09/alphabet-mandates-banks-for-rare-100-year-sterling-bondsrnd=homepage-americas https://www.bloomberg.com/news/articles/2026-02-09/alphabet-mandates-banks-for-rare-100-year-sterling-bondsrnd=homepage-americas"
X Link 2026-02-09T18:20Z 431.2K followers, 159.4K engagements

"The US has won twice as many medals as China on a medals/GDP basis. Although by the same basis Norway is doing almost 100x better. https://www.bloomberg.com/graphics/milano-cortina-2026-winter-olympics-medal-count/ https://www.bloomberg.com/graphics/milano-cortina-2026-winter-olympics-medal-count/"
X Link 2026-02-10T15:05Z 431.2K followers, 20.3K engagements

"Important lesson. The idea that you need to build a grassroots movement to be influential is wrong. It's interesting how Abundance (the idea) has completely and totally failed to build a mass movement but that doesn't matter cause it went absolutely nuclear in elite persuasion. Who needs protests when you can find the politicians who like to read and show them your Substack. It's interesting how Abundance (the idea) has completely and totally failed to build a mass movement but that doesn't matter cause it went absolutely nuclear in elite persuasion. Who needs protests when you can find the"
X Link 2026-02-11T12:58Z 431.2K followers, 183.5K engagements

"BREAKING: BIG BEAT. 130K JOBS Economists had expected 65K jobs and a 4.4% unemployment rate. https://www.bloomberg.com/news/live-blog/2026-02-11/us-employment-report-for-januarysrnd=homepage-americas https://www.bloomberg.com/news/live-blog/2026-02-11/us-employment-report-for-januarysrnd=homepage-americas"
X Link 2026-02-11T13:30Z 431.2K followers, 227.3K engagements

"Virtually all the employment growth in America once again can be explained by healthcare and social assistance"
X Link 2026-02-11T13:33Z 431.2K followers, 559.1K engagements

"Seeing a lot of posts from software engineers that are like "AI is devouring my job and soon it will happen to everyone". And it's like maybe but just because you have an easy job doesn't mean everyone else does. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T13:51Z 431.2K followers, 623.9K engagements

"NEW ODD LOTS: It's @MichaelSelig on prediction markets @tracyalloway and I talk to the new Chairman of the CFTC about the rise of Polymarket and Kalshi and regulation in this new world where almost anyone can be on almost anything. https://podcasts.apple.com/us/podcast/new-cftc-chairman-michael-selig-on-how-to-regulate/id1056200096i=1000749404730 https://podcasts.apple.com/us/podcast/new-cftc-chairman-michael-selig-on-how-to-regulate/id1056200096i=1000749404730"
X Link 2026-02-12T10:28Z 431.2K followers, 72.3K engagements

"Fascinating piece here. The % of Millennials who think they'll never own a home has roughly doubled since [----]. And people who never save to get a home end up accumulating less money throughout their life. https://www.bloomberg.com/news/features/2026-02-12/high-housing-costs-may-be-driving-americans-toward-crypto-luxury-goodssref=vuYGislZ https://www.bloomberg.com/news/features/2026-02-12/high-housing-costs-may-be-driving-americans-toward-crypto-luxury-goodssref=vuYGislZ"
X Link 2026-02-12T11:08Z 431.2K followers, 89.8K engagements

"The Korean stock market is up over 30% since the start of the year"
X Link 2026-02-12T13:36Z 431.2K followers, 58.1K engagements

"Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines"
X Link 2026-02-12T17:11Z 431.2K followers, 399.6K engagements

"Its the Odd Lots trivia night. Will see you (if you have a ticket) at Drom on Avenue A at 6:30"
X Link 2026-02-12T17:45Z 431.2K followers, 12.5K engagements

"The Dow is below 50000"
X Link 2026-02-12T17:55Z 431.2K followers, 110.8K engagements

"GOLD IS A TECH STOCK NOW TOO In today's newsletter I wrote about how for a long time the knock on Bitcoin was that it traded like a tech stock. Well now you can say the same about gold. Sub here to the newsletter https://www.bloomberg.com/account/newsletters/odd-lots https://www.bloomberg.com/account/newsletters/odd-lots"
X Link 2026-02-12T18:01Z 431.2K followers, 44.1K engagements

"This is wild Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp"
X Link 2026-02-12T21:06Z 431.2K followers, 589K engagements

"Guest trivia host Rich Clarida"
X Link 2026-02-13T00:30Z 431.2K followers, 15.3K engagements

"Interesting "Something Big Is Happening" starting to infect USTs IMO "Something Big Is Happening" starting to infect USTs IMO"
X Link 2026-02-13T03:04Z 431.2K followers, 61.4K engagements

"NEW ODD LOTS: Why @AdamPosen thinks inflation will surge back to 4% It's CPI day so @tracyalloway and I talked to the former BoE MPC member and @PIIE President about his way out-of-consensus call that inflation will come roaring back this year. https://podcasts.apple.com/us/podcast/why-adam-posen-thinks-inflation-will-surge-back-to-4/id1056200096i=1000749568039 https://podcasts.apple.com/us/podcast/why-adam-posen-thinks-inflation-will-surge-back-to-4/id1056200096i=1000749568039"
X Link 2026-02-13T11:03Z 431.2K followers, 98.1K engagements

"A Bloomberg analysis of satellite data shows that much of Cuba has gone dark this year due to the Trump's oil blockade https://www.bloomberg.com/graphics/2026-cuba-oil-supply-power-grid-blackout/sref=vuYGislZ https://www.bloomberg.com/graphics/2026-cuba-oil-supply-power-grid-blackout/sref=vuYGislZ"
X Link 2026-02-13T11:37Z 431.2K followers, 242.2K engagements

"Almost painful to look at this chart"
X Link 2026-02-13T12:15Z 431.2K followers, 58.9K engagements

"@ettingermentum Knowing Democrats theyll probably run a populist in [----] validating the other sides perspective rather than learn what a powerful political juggernaut neoliberalism is"
X Link 2026-02-13T13:22Z 431.2K followers, 42.4K engagements

"Here comes CPI"
X Link 2026-02-13T13:27Z 431.2K followers, 18.3K engagements

"$IGV turns red"
X Link 2026-02-13T14:42Z 431.2K followers, 13.7K engagements

"@jonathanmaze What's the gist"
X Link 2026-02-13T14:50Z 431.2K followers, 27.9K engagements

"What % of peoples vibecoding are attempts to build an inflation index by scraping online prices. I feel like everyones wanted to try making one of these at some point"
X Link 2026-02-13T20:03Z 431.2K followers, 38.2K engagements

"This may sound obnoxious but I find it kinda weird if youre not trying to vibecode something. Not because you need to use AI (at all) but rather how does everyone not have an accumulated list of things they wanted to make but didnt have the ability to get it built before"
X Link 2026-02-13T23:04Z 431.2K followers, 97K engagements

"Is OpenAI making a social network"
X Link 2026-02-13T23:06Z 431.2K followers, 40.5K engagements

"I do loathe all the stuff about how you have to use AI or you're going to be left behind. If it's going to be that disruptive then there's probably not much that you can do. And also there's no skill involved in using it. There's no learning curve. Can always pick it up later"
X Link 2026-02-13T23:26Z 431.2K followers, 352.3K engagements

"Its funny. There was this idea a few years ago that artists were lame and defensive for not being enthusiastic about AI art. But now the tech people are mostly the ones you see sneering. vibe coders showing innocent people the slop they build over the weekend https://t.co/IyqBDBDG4j vibe coders showing innocent people the slop they build over the weekend https://t.co/IyqBDBDG4j"
X Link 2026-02-14T02:24Z 431.2K followers, 68.9K engagements

"US stocks outperforming the rest of the world has been one of the strongest investing themes for years. It peaked in December [----] right after Trump's win"
X Link 2026-02-05T11:27Z 431.2K followers, 157.2K engagements

"Its outdoor dining weather in NYC"
X Link 2026-02-10T20:02Z 431.2K followers, 39.2K engagements

"The ratio of US stocks vs. the rest of the world is getting close to its post-Liberation Day lows"
X Link 2026-02-13T14:39Z 431.2K followers, 77.3K engagements

"@deanwball Even if that analogy holds (which I dont think it does) piano will be just as difficult to play a year and a decade from now. Whereas in a few years AI will only get easier to use. And possibly it went even involve human input"
X Link 2026-02-14T03:28Z 431.2K followers, 13.6K engagements

"Guys Right now theyre selling dollars for [--] cents on polymarket"
X Link 2024-09-11T01:54Z 431.2K followers, 394.2K engagements

"In today's Odd Lots newsletter I wrote about why I'm such an evangelist of Walter Ong Thought. Why I think the Return To Orality is the biggest story of our time. And how we're completely rewiring the logic engine of the human brain"
X Link 2025-02-07T16:06Z 431.2K followers, 330.5K engagements

"The #1 country song in America is AI generated. The artist "Breaking Rust" has [--] million monthly listeners on Spotify. https://www.whiskeyriff.com/2025/11/08/an-ai-generated-country-song-is-topping-a-billboard-chart-and-that-should-infuriate-us-all/ https://www.whiskeyriff.com/2025/11/08/an-ai-generated-country-song-is-topping-a-billboard-chart-and-that-should-infuriate-us-all/"
X Link 2025-11-09T19:29Z 431.2K followers, 1.7M engagements

"This chart from the Bank of America fund manager survey perfectly captures the mood. Net 20% of respondents think companies are spending too much money on investment. Not just highest ever but also the first time this number has ever been positive in the history of the survey"
X Link 2025-11-18T12:29Z 431.2K followers, 145.1K engagements

"Whew US 30-year yield. You're not getting a cheaper mortgage"
X Link 2026-01-20T11:52Z 431.2K followers, 4.8M engagements

"Aluminum basically used to cost the same in the US as it did in Europe and Japan. No more. https://www.bloomberg.com/news/articles/2026-01-29/us-aluminum-premium-tops-1-a-pound-for-first-timesref=vuYGislZ https://www.bloomberg.com/news/articles/2026-01-29/us-aluminum-premium-tops-1-a-pound-for-first-timesref=vuYGislZ"
X Link 2026-01-29T11:51Z 431.2K followers, 1M engagements

"Added a warning"
X Link 2026-01-31T22:13Z 431.2K followers, 25.5K engagements

"The average person on earth is watching [--] YouTube shorts every single day. *YOUTUBE SHORTS AVERAGE [---] BILLION DAILY VIEWS"
X Link 2026-02-04T21:54Z 431.2K followers, 528.3K engagements

"Layoffs at crypto exchange Gemini *GEMINI TO SHUTTER EU UK AUSTRALIA ACCOUNTS; CUT 25% OF JOBS"
X Link 2026-02-05T14:31Z 431.2K followers, 149.3K engagements

"The fact that crypto and silver are getting clobbered at the same time as the SaaS stocks makes me think that the "AI disruption" story is a little too pat of an explanation for what's going on"
X Link 2026-02-05T15:34Z 431.2K followers, 116.2K engagements

"Incredible. Research analysts (this from George Pollack at Signum Global) are now having to explain basic US election laws to their clients. Literally the type of note typically see about various quasi-democratic frontier markets"
X Link 2026-02-05T15:43Z 431.2K followers, 153.9K engagements

"10 REASONS WHY THIS IS THE WORST CRYPTO WINTER EVER In today's newsletter I wrote about how there are just numerous dynamics all happening at once -- from Epstein to quantum to AI to the death of crypto twitter -- clobbering the coins"
X Link 2026-02-05T16:46Z 431.2K followers, 734K engagements

"Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving"
X Link 2026-02-05T19:40Z 431.2K followers, 96.3K engagements

"Stellantis plunging 24% after announcing a $26 billion charge as part of its retreat from the EV business https://www.bloomberg.com/news/articles/2026-02-06/stellantis-to-take-charges-of-about-22-billion-on-ev-reset https://www.bloomberg.com/news/articles/2026-02-06/stellantis-to-take-charges-of-about-22-billion-on-ev-reset"
X Link 2026-02-06T11:35Z 431.2K followers, 28.4K engagements

"There's a macro hedge fund manager at Brevan who hasn't had a single down year since [----] https://www.bloomberg.com/news/articles/2026-02-06/hedge-fund-trader-minal-bathwal-makes-billions-at-brevan-howard-in-singaporesrnd=homepage-americas https://www.bloomberg.com/news/articles/2026-02-06/hedge-fund-trader-minal-bathwal-makes-billions-at-brevan-howard-in-singaporesrnd=homepage-americas"
X Link 2026-02-06T11:38Z 431.2K followers, 114.1K engagements

"Noticed this chart yesterday CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates. CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates"
X Link 2026-02-06T13:10Z 431.2K followers, 156.4K engagements

"Did the Fed adopt things like the dot plot and the press conference because conventional monetary policy was ineffective at the zero lower bound Or was it because it needed to become more transparent in the age of the iPhone"
X Link 2026-02-07T17:04Z 431.2K followers, 36.3K engagements

"The rise of Chinese running shoe brands on r/runningshoegeeks"
X Link 2026-02-07T22:42Z 431.2K followers, 77.7K engagements

"It used to be that you couldnt look at twitter during the Olympics because of spoilers. But the algorithm has gotten so bad for breaking news that its not a problem anymore"
X Link 2026-02-08T00:21Z 431.2K followers, 206.4K engagements

"The make of one of China's most advanced coding models is public and has a market cap of less than $18 billion https://www.bloomberg.com/news/articles/2026-02-11/china-s-zhipu-unveils-new-ai-model-jolting-race-with-deepseeksrnd=homepage-americas&sref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-11/china-s-zhipu-unveils-new-ai-model-jolting-race-with-deepseeksrnd=homepage-americas&sref=vuYGislZ"
X Link 2026-02-11T10:28Z 431.2K followers, 70.2K engagements

"Every one day silver move for the last [--] years"
X Link 2026-02-11T10:33Z 431.2K followers, 15.8K engagements

"@yugacohler how hard can it be if it's the first thing a computer can do"
X Link 2026-02-11T15:31Z 431.2K followers, 45.4K engagements

"@sarthakgh That's right"
X Link 2026-02-11T15:45Z 431.2K followers, 13.6K engagements

"Trying to figure out whether the prediction markets would be able to livestream a roulette wheel and allow people to trade futures on whether the ball lands on black or red. Great interview by @TheStalwart and @tracyalloway asking the important questions: are roulette spins commodities Should exchanges be allowed to advertise that anyone can come win big And more https://t.co/bs8AdORCG4 Great interview by @TheStalwart and @tracyalloway asking the important questions: are roulette spins commodities Should exchanges be allowed to advertise that anyone can come win big And more"
X Link 2026-02-12T12:21Z 431.2K followers, 29.4K engagements

"I'm curious whether @FreightAlley has ever even heard of this company before"
X Link 2026-02-12T17:12Z 431.2K followers, 30.6K engagements

"@FreightAlley On Monday when the stock brokers got slammed that also wasn't off of anything from one of the major labs"
X Link 2026-02-12T17:15Z 431.2K followers, 21.2K engagements

"Watching @MattZeitlin talking about his approach to looksmaxxing https://t.co/IJNhI3yzFL https://t.co/IJNhI3yzFL"
X Link 2026-02-12T20:37Z 431.2K followers, 24.6K engagements

"Stock futures at the lows of the morning"
X Link 2026-02-13T11:24Z 431.2K followers, 15.5K engagements

"$COIN +5.6%"
X Link 2026-02-13T11:40Z 431.2K followers, 15.3K engagements

"5y5y Forward Breakevens saw their fourth biggest drop of the last year yesterday"
X Link 2026-02-13T11:54Z 431.2K followers, 17.2K engagements

"Stocks rallying"
X Link 2026-02-13T13:31Z 431.2K followers, [----] engagements

"10-year yield lowest since early December"
X Link 2026-02-13T13:31Z 431.2K followers, [----] engagements

"Best week for $TLT since last April"
X Link 2026-02-13T14:47Z 431.2K followers, 17.9K engagements

"$COIN is up 18%. Highest its been since Tuesday"
X Link 2026-02-13T20:20Z 431.2K followers, 21.5K engagements

"Another day of US stocks underperforming the ROW"
X Link 2026-02-13T20:48Z 431.2K followers, 23.8K engagements

"@DymaxionAlpha Whats to learn"
X Link 2026-02-13T23:30Z 431.2K followers, [----] engagements

"@econcallum But GPT [--] was already out right"
X Link 2026-02-14T12:32Z 431.2K followers, 11.8K engagements

"@Emily_Sundberg I had a lychee highball last night. Im pro a lychee cocktail comeback"
X Link 2026-02-14T14:26Z 431.2K followers, 13.3K engagements

"@econcallum True. But GPT was available via the API so forward looking investors might have seen the risks on the horizon"
X Link 2026-02-14T15:58Z 431.2K followers, [---] engagements

"A professor who is considered to be the foremost expert on money laundering -- he literally wrote the textbook on it -- has been charged with money laundering and faces [--] years in prison https://www.bloomberg.com/news/articles/2019-11-18/professor-wrote-laundering-book-then-washed-millions-u-s-says https://www.bloomberg.com/news/articles/2019-11-18/professor-wrote-laundering-book-then-washed-millions-u-s-says"
X Link 2019-11-18T19:22Z 431.2K followers, [----] engagements

"Absolutely legendary quote here in this SEC complaint. HT: @lopezlinette https://www.sec.gov/files/litigation/complaints/2023/comp-pr2023-101.pdf https://www.sec.gov/files/litigation/complaints/2023/comp-pr2023-101.pdf"
X Link 2023-06-05T16:19Z 431.2K followers, 3.6M engagements

"WOW. Howmet Aerospace has declared force majeure in the wake of Trump's tariffs This is a Pittsburgh-based company that sells some of the most important parts to basically every major commercial and military aviation company"
X Link 2025-04-05T13:27Z 431.2K followers, 1.2M engagements

"At 12:01 Trump's tariffs officially took effect. Tariffs are now at their highest level in [---] years"
X Link 2025-04-09T04:13Z 431K followers, 192.8K engagements

"NEW ODD LOTS: The Cardboardboxpocalypse @tracyalloway and I talked to Ryan Fox the containers and packaging analyst for Bloomberg Intellligece about the decline in US cardboard box volumes and what that indicator says about the economy. https://podcasts.apple.com/us/podcast/the-cardboard-boxpocalypse-and-the-state-of-the-us-economy/id1056200096i=1000726868786 https://podcasts.apple.com/us/podcast/the-cardboard-boxpocalypse-and-the-state-of-the-us-economy/id1056200096i=1000726868786"
X Link 2025-09-15T09:33Z 431K followers, 332.6K engagements

"*ZOHRAN MAMDANI WINS NYC MAYOR RACE: AP"
X Link 2025-11-05T02:35Z 431.1K followers, 937.6K engagements

"The Republican Party has nothing to offer downwardly mobile voters with graduate degrees. Just completely (economically culturally) out of touch with this demographic"
X Link 2025-11-05T13:19Z 431.2K followers, 2M engagements

"Something that I find interesting is how many talk about an "AI Bubble" as if that is an absolute fact. There might be a bubble (either overvalued financial assets or unjustifiable capex) but obviously a lot of people with a lot on the line feel otherwise"
X Link 2025-11-12T21:27Z 430.2K followers, 150.2K engagements

"Im completely stunned. The Palace Restaurant on 57th street. A diner that Ive probably been to at least once a week for the last [--] years was closed today when I got there. Inside totally emptied out. No sign or anything that says what happened. Was just there last week"
X Link 2025-12-03T18:27Z 430.2K followers, 478.7K engagements

"Inigo Fraser-Jenkins the Co-Head of Institutional Solutions at Alliance Bernstein has a new piece out about what he sees as the dystopian symbiosis of platform capitalism and passive investing https://www.alliancebernstein.com/content/dam/global/insights/insights-whitepapers/the-dystopian-symbiosis.pdf https://www.alliancebernstein.com/content/dam/global/insights/insights-whitepapers/the-dystopian-symbiosis.pdf"
X Link 2025-12-05T16:09Z 431K followers, 99.2K engagements

"Looks like the arrest of Maduro is causing money to flow into safe haven assets that aren't easily confiscated or seized"
X Link 2026-01-05T20:52Z 431K followers, 64.2K engagements

"King Tut. Theres a guy you dont hear about so much these days"
X Link 2026-01-11T22:52Z 430.2K followers, 2.3M engagements

"I dont know if European leaders understand how much the average American desires Greenland"
X Link 2026-01-20T22:04Z 431K followers, 836.7K engagements

"NEW ODD LOTS: It's Manny Roman on the JGB Selloff @tracyalloway and I talk to the CEO of @PIMCO about the big moves in government bonds the return of the "sell America" trade California wealth taxes why he didn't go to Davos gold and more. https://podcasts.apple.com/us/podcast/pimco-ceo-manny-roman-on-japanese-bonds-and-the/id1056200096i=1000746182443 https://podcasts.apple.com/us/podcast/pimco-ceo-manny-roman-on-japanese-bonds-and-the/id1056200096i=1000746182443"
X Link 2026-01-22T10:07Z 430.2K followers, 53K engagements

"A GREAT PREDICTION MARKET* *if anyone were trading it. In today's newsletter. The potentially very useful snowfall contracts have virtually no volume. While nearly $1 million is on the line for the Louisiana-Monroe Warhawks vs the Appalachian State Mountaineers basketball game"
X Link 2026-01-23T17:47Z 430.3K followers, 79.1K engagements

"Everyone who wants to play around with Claude Code but doesn't have any idea for what to do Jasmine has got you covered. @TheStalwart yeah I made a list of Claude Code starter projects and visualize a random CSV is #1 or you can export and visualize your own data iMessage Goodreads etc https://t.co/UAnJMsCK1q @TheStalwart yeah I made a list of Claude Code starter projects and visualize a random CSV is #1 or you can export and visualize your own data iMessage Goodreads etc https://t.co/UAnJMsCK1q"
X Link 2026-01-25T18:45Z 430.4K followers, 344.7K engagements

"NEW ODD LOTS: What it takes to build one of the world's biggest banks. One of the best conversations we've ever had. @tracyalloway and I talk to PNC Financial CEO Bill Demchak about reaching the upper echelons of banking and what it takes to grow https://podcasts.apple.com/us/podcast/what-it-takes-to-build-one-of-the-worlds-biggest-banks/id1056200096i=1000746667687 https://podcasts.apple.com/us/podcast/what-it-takes-to-build-one-of-the-worlds-biggest-banks/id1056200096i=1000746667687"
X Link 2026-01-26T10:07Z 430.4K followers, 71.3K engagements

"Neil Shearing of @CapEconomics agrees with PIMCO's Manny Roman (on the podcast last week) on JGBs. The increase in yields is not some fiscal freakout. It's a sign of a healthily reflating economy"
X Link 2026-01-26T12:43Z 430.5K followers, 45.4K engagements

"Mark Carney's approval ratings look like nothing else in the modern era https://angusreid.org/federal-politics-carney-receives-post-davos-bump-in-approval/ https://angusreid.org/federal-politics-carney-receives-post-davos-bump-in-approval/"
X Link 2026-01-27T02:09Z 430.9K followers, 592.6K engagements

"Wow. Anta sports one of the big athletic shoe companies in China is buying a 29% stake in Puma https://www.bloomberg.com/news/articles/2026-01-27/anta-sports-to-buy-29-stake-in-puma-for-1-8-billionsref=vuYGislZ https://www.bloomberg.com/news/articles/2026-01-27/anta-sports-to-buy-29-stake-in-puma-for-1-8-billionsref=vuYGislZ"
X Link 2026-01-27T10:00Z 431.1K followers, 11.9K engagements

"Unsustainable profit-less race to the bottom with American characteristics"
X Link 2026-01-27T21:12Z 431K followers, 283.5K engagements

"I find this whole push where entrepreneurs are told that they should go public so that every tom dick and harry should be allowed to invest in them to be weirdly offensive. If I build something who are you to tell me who gets to be on my cap table The primary reason why the tech boom is a contributor to financial measures of inequality is because these companies reach extraordinary valuations with relatively few workers and the few workers are extremely well paid. The public/private distinction is a sideshow IMO. The primary reason why the tech boom is a contributor to financial measures of"
X Link 2026-01-28T13:36Z 431.1K followers, 75.7K engagements

"Wow via @TimDuy. Powell on why he attended the SCOTUS hearing on the Trump admin's attempt to fire Lisa Cook"
X Link 2026-01-29T11:05Z 430.1K followers, 36.3K engagements

"Tells you a lot about Greenspan that he didn't even crack [--] in "informal remarks before a dinner meeting""
X Link 2026-01-29T11:47Z 431K followers, 14.3K engagements

"Incredible day. According to Barclays' Alexander Altmann $MSFT has lost $441 billion of market cap today making it the second largest-ever drop in market cap since $NVDA lost nearly $600 billion after DeepSeek"
X Link 2026-01-29T16:17Z 430.2K followers, 94.5K engagements

"Lululemon's view of their see-through leggings disaster is that it's the customers' fault for not wearing their clothes correctly https://www.bloomberg.com/news/features/2026-01-29/lululemon-s-see-through-leggings-scandal-deepens-investor-activismsrnd=homepage-americas https://www.bloomberg.com/news/features/2026-01-29/lululemon-s-see-through-leggings-scandal-deepens-investor-activismsrnd=homepage-americas"
X Link 2026-01-29T18:37Z 431.1K followers, 698.7K engagements

"I didn't realize there were only [--] American Uniqlos"
X Link 2026-01-30T01:36Z 430.2K followers, 31.7K engagements

"METALS SUPERCYCLE ODD LOTS: It's the return of Jeff Currie @tracyalloway talk silver gold copper and more with the man who's been calling this for years about what's going on and why he says we're still "foothills of the Himalayas" for this cycle https://podcasts.apple.com/us/podcast/jeff-currie-on-the-crazy-surge-in-metals-and/id1056200096i=1000747324585 https://podcasts.apple.com/us/podcast/jeff-currie-on-the-crazy-surge-in-metals-and/id1056200096i=1000747324585"
X Link 2026-01-30T11:33Z 430.2K followers, 58.4K engagements

"*TRUMP PICKS WARSH FOR FED CHAIR"
X Link 2026-01-30T11:53Z 430.2K followers, 33.6K engagements

"Trump explains why Kevin Warsh got the job https://www.bloomberg.com/news/articles/2026-01-30/trump-picks-a-reinvented-kevin-warsh-to-lead-the-federal-reservesrnd=homepage-americas&sref=vuYGislZ https://www.bloomberg.com/news/articles/2026-01-30/trump-picks-a-reinvented-kevin-warsh-to-lead-the-federal-reservesrnd=homepage-americas&sref=vuYGislZ"
X Link 2026-01-30T12:05Z 430.3K followers, 109.6K engagements

"In other words by saying someone is straight out of central casting you're saying there's not some abstract set of characteristics like knowledge policies skills that make the man a good Fed Chair. He's saying he embodies "Fed Chairness""
X Link 2026-01-30T12:13Z 430.2K followers, [----] engagements

"Swift-footed achilles is not a man who happens to be fast. Swift-footed is not an adjective to describe him. It IS him"
X Link 2026-01-30T12:15Z 430.2K followers, 10.5K engagements

"The modern world will never be legible to us unless we can more accurately measure the speed of the Oral Turn"
X Link 2026-01-30T12:16Z 430.2K followers, [----] engagements

"Fed Chair Jerome Powell last night invoked the legend of Paul Volcker when it came to rate hikes Volcker of course increased interest rates from 11.2% in [----] to 20% in [--] He was called - Tall Paul for his [--] height Powell is [--] feet tall will this correlation work https://t.co/286LGj29Hn Fed Chair Jerome Powell last night invoked the legend of Paul Volcker when it came to rate hikes Volcker of course increased interest rates from 11.2% in [----] to 20% in [--] He was called - Tall Paul for his [--] height Powell is [--] feet tall will this correlation work https://t.co/286LGj29Hn"
X Link 2026-01-30T15:26Z 431.1K followers, 712.7K engagements

"Silver -24%"
X Link 2026-01-30T17:47Z 430.2K followers, 32.3K engagements

"@DKThomp Damn it you're right"
X Link 2026-01-30T18:44Z 430.2K followers, [----] engagements

"The silver chart is truly truly insane"
X Link 2026-01-30T18:45Z 430.2K followers, 113.8K engagements

"The silver chart is truly truly insane The silver chart is truly truly insane"
X Link 2026-01-30T18:47Z 430.2K followers, 83.8K engagements

"My life the last several years is basically divided between months where I forget that Fleetwood Mac exists. And months where theyre the only band I listen to. In the latter currently"
X Link 2026-01-30T19:40Z 430.2K followers, 23.5K engagements

"@M_C_Klein Do you think Powell was a bad pick"
X Link 2026-01-30T19:48Z 430.2K followers, 21.6K engagements

"New book arrived"
X Link 2026-01-30T21:55Z 430.2K followers, 19.2K engagements

"Every screenshot Ive seen from the bot social network is somehow more Reddit than Reddit"
X Link 2026-01-30T23:36Z 430.2K followers, 50.9K engagements

"lmao OMG I met Eric Adams just now in the Union Station Amtrak lounge and he signed my copy of Orality and Literacy https://t.co/a2H7fX6gL0 I met Eric Adams just now in the Union Station Amtrak lounge and he signed my copy of Orality and Literacy https://t.co/a2H7fX6gL0"
X Link 2026-01-31T03:39Z 430.2K followers, 187.4K engagements

"@turnedintotree How much would you sell this for"
X Link 2026-01-31T03:40Z 430.2K followers, 41.2K engagements

"Like I was saying Btw I joked that vibecoding is just saying make it better over and over again. But thats not really true. And one thing Im really surprised by is how even someone with zero technical background can quickly develop intuitions for when its veering into some wasteful direction. Btw I joked that vibecoding is just saying make it better over and over again. But thats not really true. And one thing Im really surprised by is how even someone with zero technical background can quickly develop intuitions for when its veering into some wasteful direction"
X Link 2026-01-31T04:27Z 430.2K followers, 45.1K engagements

"Good chart @tracyalloway posted in the Odd Lots newsletter. Software stocks are seeing the fastest pace of downward revenue estimate revisions since the GFC https://www.bloomberg.com/news/newsletters/2026-01-30/what-software-stocks-are-telling-us-about-the-copper-boomsrnd=phx-oddlots&sref=vuYGislZ https://www.bloomberg.com/news/newsletters/2026-01-30/what-software-stocks-are-telling-us-about-the-copper-boomsrnd=phx-oddlots&sref=vuYGislZ"
X Link 2026-01-31T14:02Z 430.2K followers, 29.1K engagements

"Interesting https://www.english-corpora.org/tv/ https://www.english-corpora.org/tv/"
X Link 2026-01-31T17:11Z 430.2K followers, 14.7K engagements

"I'm sorry but a lot of the criticism of vibecoding reminds me of the early days of blogs when people warned that if anyone could publish online that we'd be drowning in infohazards and misleading commentary by people unqualified to really comment on complicated subjects"
X Link 2026-01-31T17:26Z 430.4K followers, 214.3K engagements

"@StolpyStolps yeah"
X Link 2026-01-31T17:31Z 430.2K followers, [----] engagements

"@alexpotato yeah"
X Link 2026-01-31T17:36Z 430.2K followers, [----] engagements

"Bitcoin is crashing"
X Link 2026-01-31T17:43Z 430.2K followers, 348.7K engagements

"@vocalcry true"
X Link 2026-01-31T19:00Z 430.3K followers, [----] engagements

"yes Hated all this stuff @TheStalwart And that awful NYT pitchbot Plus all the Thats it. Thats the tweet type tropes. So many bad rhetorical flourishes have thankfully gone away. @TheStalwart And that awful NYT pitchbot Plus all the Thats it. Thats the tweet type tropes. So many bad rhetorical flourishes have thankfully gone away"
X Link 2026-01-31T19:01Z 430.2K followers, 36.7K engagements

"Some more reporting on the clobbering this week in the debt market for software companies. https://www.bloomberg.com/news/articles/2026-01-31/ai-boom-is-triggering-a-loan-meltdown-for-software-companies-credit-weeklysrnd=homepage-americas&sref=vuYGislZ https://www.bloomberg.com/news/articles/2026-01-31/ai-boom-is-triggering-a-loan-meltdown-for-software-companies-credit-weeklysrnd=homepage-americas&sref=vuYGislZ"
X Link 2026-01-31T21:57Z 430.2K followers, 14.2K engagements

""Bonds of software companies were also hit with prices on notes from cloud computing firm Rackspace Technology Global Inc. as well as CDK Global which provides software for car dealerships dropping this week.""
X Link 2026-01-31T21:58Z 430.2K followers, 11.3K engagements

""The Trump administration has said it will issue nearly [-----] additional H-2B guest worker visas through September effectively doubling the maximum number that can be issued in a year." https://www.nytimes.com/2026/01/30/us/politics/h2b-visas.htmlunlocked_article_code=1.IlA.jlE3.0Uv1-WbFGK-k&smid=nytcore-ios-share https://www.nytimes.com/2026/01/30/us/politics/h2b-visas.htmlunlocked_article_code=1.IlA.jlE3.0Uv1-WbFGK-k&smid=nytcore-ios-share"
X Link 2026-02-01T00:44Z 431.1K followers, 178.6K engagements

"".the move to issue tens of thousands of additional H-2B guest worker visas reflects Mr. Trumps unusual sensitivity to American businesses many of which have been negatively impacted by his tariff policies that insist that they need seasonal foreign workers to stay afloat.""
X Link 2026-02-01T00:48Z 431.1K followers, 23.7K engagements

"Reading through early online texts truly feels like archaeology at this point"
X Link 2026-02-01T15:48Z 430.2K followers, 52.5K engagements

"A complete guide to visiting Disneyland from 1994"
X Link 2026-02-01T15:57Z 430.3K followers, 20.1K engagements

"A Chinese medals trader known as "The Hat" has fled the country after racking up gigantic losses https://www.bloomberg.com/news/articles/2026-02-02/metals-traders-lose-at-least-144-million-as-hat-flees-chinasref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-02/metals-traders-lose-at-least-144-million-as-hat-flees-chinasref=vuYGislZ"
X Link 2026-02-02T10:05Z 430.4K followers, 92K engagements

"Oracle's free cash flows isn't expected to go positive again until [----] https://www.bloomberg.com/news/articles/2026-02-01/oracle-to-raise-up-to-50-billion-this-year-for-cloud-investmentsref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-01/oracle-to-raise-up-to-50-billion-this-year-for-cloud-investmentsref=vuYGislZ"
X Link 2026-02-02T10:07Z 430.7K followers, 83.7K engagements

"The stories coming out of Chinese retail traders racking up gigantic losses in gold don't exactly fit the dollar debasement story do they Here's another one. https://www.bloomberg.com/news/articles/2026-02-02/rookie-trader-s-rapid-84-wipeout-shows-depth-of-china-gold-bustsrnd=homepage-americas&sref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-02/rookie-trader-s-rapid-84-wipeout-shows-depth-of-china-gold-bustsrnd=homepage-americas&sref=vuYGislZ"
X Link 2026-02-02T10:09Z 430.2K followers, 188.8K engagements

"Everyone should read Vic Niederhoffer's book particularly his chapter on how one of the most important things in life is knowing who to avoid. HOW I KNEW EPSTEIN WAS A FRAUD A mathematician friend of mine was told by Epstein in [----] that he made his money as a "mathematical option trader". My friend was impressed as Epstein had the largest mansion in Manhattan. My option friends found no trace of him in the option https://t.co/GpTYu53q0u HOW I KNEW EPSTEIN WAS A FRAUD A mathematician friend of mine was told by Epstein in [----] that he made his money as a "mathematical option trader". My friend"
X Link 2026-02-02T10:20Z 430.4K followers, 170.3K engagements

"Its Jobs Week"
X Link 2026-02-02T13:34Z 430.7K followers, 100.1K engagements

"Nearing 50K text queries on @Havelock_AI"
X Link 2026-02-02T15:37Z 430.4K followers, 14.1K engagements

"GE Vernova and Caterpillar both at new all time highs today"
X Link 2026-02-02T16:06Z 431.1K followers, 1.4M engagements

"*BLS WILL DELAY RELEASE OF JAN. JOBS REPORT DUE TO GOVT SHUTDOWN"
X Link 2026-02-02T17:18Z 430.6K followers, 99.5K engagements

"lol from @Emily_Sundberg"
X Link 2026-02-02T17:33Z 430.4K followers, 47.7K engagements

"Nearshoring spotted in the ISM"
X Link 2026-02-02T17:52Z 430.4K followers, 14.8K engagements

"@50footTom @IrvingSwisher Real question because I'm not interested in partisan bias. What part did you think was unfair or off"
X Link 2026-02-02T18:03Z 430.6K followers, 17.4K engagements

"Who is a person for whom we have a lot of public speaking transcripts as well as a lot of written work"
X Link 2026-02-02T19:47Z 430.8K followers, 277.8K engagements

"Sweet. Here's @BillSimmons. Look how conversational his written output is. Very modest gap between his podcast style and his columns. Who is a person for whom we have a lot of public speaking transcripts as well as a lot of written work Who is a person for whom we have a lot of public speaking transcripts as well as a lot of written work"
X Link 2026-02-03T00:49Z 430.2K followers, 196.8K engagements

"NEW ODD LOTS: @tracyalloway and I talk to @yilingliu95 whose new book is out today about some surprising parallels between the US and Chinese internets which bear some striking similarities despite growing up with very different rules. https://podcasts.apple.com/us/podcast/the-surprising-similarity-between-the-us/id1056200096i=1000747833958 https://podcasts.apple.com/us/podcast/the-surprising-similarity-between-the-us/id1056200096i=1000747833958"
X Link 2026-02-03T10:41Z 430.4K followers, 91.9K engagements

"@yilingliu95's new book is one of the most interesting books I've read in awhile both on China and on culture/media. Definitely worth getting"
X Link 2026-02-03T10:45Z 430.8K followers, 13.1K engagements

"Silver is up nearly 10%"
X Link 2026-02-03T10:51Z 430.4K followers, 17.5K engagements

"Interesting. The Reserve Bank of Australia's rate cut cycle is already over. And now it's become the first major central bank of the year to do a rate hike https://www.bloomberg.com/news/articles/2026-02-03/australia-raises-key-interest-rate-to-combat-inflation-pressuresref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-03/australia-raises-key-interest-rate-to-combat-inflation-pressuresref=vuYGislZ"
X Link 2026-02-03T11:02Z 430.8K followers, 27.2K engagements

"@yilingliu95 Good review from @DanielYCheng https://x.com/jacobin/status/2018466963979137338 Bill Clinton once quipped that Chinas attempt to censor the internet would be as successful as nailing Jello to the wall. He was wrong: the Communist Party of China has imposed a censorship regime that governments around the world are copying. https://t.co/Yz2XraHYwr https://t.co/qzHDCuJFA2 https://x.com/jacobin/status/2018466963979137338 Bill Clinton once quipped that Chinas attempt to censor the internet would be as successful as nailing Jello to the wall. He was wrong: the Communist Party of China"
X Link 2026-02-03T11:40Z 430.8K followers, 17.4K engagements

"I think Price-over-Volume is officially dead. After [--] straight quarters of declining sales volumes Pepsi is cutting prices in order to grow https://www.bloomberg.com/news/articles/2026-02-03/pepsico-tops-expectations-after-pledging-to-cut-some-pricessrnd=homepage-americas https://www.bloomberg.com/news/articles/2026-02-03/pepsico-tops-expectations-after-pledging-to-cut-some-pricessrnd=homepage-americas"
X Link 2026-02-03T14:08Z 430.8K followers, 129.1K engagements

"Now today it's data providers linked to the legal services space that are getting obliterated thanks to Anthropic. Super ugly when you zoom out as well. Total cliff crop over the last year. https://www.bloomberg.com/news/articles/2026-02-03/legal-software-stocks-plunge-as-anthropic-releases-new-ai-tool https://www.bloomberg.com/news/articles/2026-02-03/legal-software-stocks-plunge-as-anthropic-releases-new-ai-tool"
X Link 2026-02-03T14:45Z 431.1K followers, 59K engagements

"Axie Infinity still has a fully diluted market cap of over $400 million"
X Link 2026-02-03T15:06Z 431.1K followers, 38.7K engagements

"$APO -7% $BX -6%"
X Link 2026-02-03T17:01Z 431.1K followers, 21.3K engagements

"Great read from Daniel. "When people try to explain what's happening with talk they tend to land on Walter Ong." new essay in which I explain the messianic elements of Orality and Literacy and utterly fail to demolish the Walter Ong Industrial Complex https://t.co/FXOU20MgYR new essay in which I explain the messianic elements of Orality and Literacy and utterly fail to demolish the Walter Ong Industrial Complex https://t.co/FXOU20MgYR"
X Link 2026-02-03T17:05Z 430.4K followers, 23.2K engagements

"In today's newsletter I wrote about why I found @yilingliu95's book so thought provoking NEW ODD LOTS: @tracyalloway and I talk to @yilingliu95 whose new book is out today about some surprising parallels between the US and Chinese internets which bear some striking similarities despite growing up with very different rules. https://t.co/IEd8YPCVIR https://t.co/FcJD6RcOAk NEW ODD LOTS: @tracyalloway and I talk to @yilingliu95 whose new book is out today about some surprising parallels between the US and Chinese internets which bear some striking similarities despite growing up with very"
X Link 2026-02-03T18:07Z 430.8K followers, 31.7K engagements

"Private credit funding the the AI datacenters that are disrupting the software companies owned by private equiity"
X Link 2026-02-03T18:13Z 431.1K followers, 127.3K engagements

"@tylermacro10 you know private stuff"
X Link 2026-02-03T18:14Z 431.1K followers, [---] engagements

"Bitcoin just had another major crash in the last few minutes"
X Link 2026-02-03T18:23Z 430.8K followers, 52.8K engagements

"$HOOD -4.4% $MSTR -7.5% $COIN -6.3%"
X Link 2026-02-03T18:25Z 430.8K followers, 18.1K engagements

"@Fullcarry Laser eyes. Now that's something I haven't seen in awhile"
X Link 2026-02-03T18:29Z 430.2K followers, [----] engagements

"PayPal fell 20% today"
X Link 2026-02-03T21:19Z 430.8K followers, 26.4K engagements

"Ran Trump's recent WSJ Op-Ed on tariffs through @Havelock_AI. A perfect blend of the spoken and written word"
X Link 2026-02-03T22:19Z 430.9K followers, 15.9K engagements

"Almost every day someone asks me how they can get a hat. Who just left theirs for sale on the street at Forsyth and Division"
X Link 2026-02-03T23:00Z 430.8K followers, 34.8K engagements

"Gold's back above $5000"
X Link 2026-02-04T01:26Z 430.4K followers, 20.8K engagements

"Span identification still isn't 100%. Some are off. Hopefully gets closer to perfect in the next model. But it picked up a lot of good ones"
X Link 2026-02-04T01:57Z 430.8K followers, 14.2K engagements

"Love when it spots a rhetorical tricolon"
X Link 2026-02-04T02:03Z 430.8K followers, 11.6K engagements

"@_CharlesCorrell It's @Havelock_AI https://havelock.ai/ https://havelock.ai/"
X Link 2026-02-04T02:04Z 430.2K followers, [---] engagements

"Silver up 5%"
X Link 2026-02-04T10:13Z 430.4K followers, 11.4K engagements

"Indonesia's finance chief attacked a Citi analyst for commenting on the country's budget deficit without having a PhD https://www.bloomberg.com/news/articles/2026-02-03/indonesia-s-finance-minister-blasts-citi-for-budget-deficit-viewsref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-03/indonesia-s-finance-minister-blasts-citi-for-budget-deficit-viewsref=vuYGislZ"
X Link 2026-02-04T10:18Z 431.1K followers, 182.4K engagements

"SAP down another 2.6%"
X Link 2026-02-04T10:31Z 430.9K followers, 16K engagements

"This is probably one of my highest conviction views"
X Link 2026-02-04T10:42Z 430.4K followers, 29.8K engagements

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