@ackmeni Avatar @ackmeni FinGenAi

FinGenAi posts on X about flow, stocks, ai, bull the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 56.25% stocks 26.79% technology brands 16.07% cryptocurrencies 13.39% countries 8.93% currencies 8.93% exchanges 4.46% automotive brands 4.46% financial services 2.68% celebrities 2.68%

Social topic influence flow 15.18%, stocks 13.39%, ai 12.5%, bull #2113, gold 10.71%, crypto 8.04%, money 5.36%, strong 5.36%, china 5.36%, $amzn 4.46%

Top accounts mentioned or mentioned by @mthwa @dampedspring @chain_alphax

Top assets mentioned Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Teradyne, Inc. (TER) Bitcoin (BTC) Coinbase Global Inc. (COIN) Tesla, Inc. (TSLA) Mario Coin (COIN) Alphabet Inc Class A (GOOGL) MACOM Technology Solutions Holdings, Inc (MTSI) Palantir Technologies Inc. (PLTR) Super Micro Computer, Inc. Common Stock (SMCI) Advanced Micro Devices (AMD) Strategy (MSTR) Applied Materials, Inc. (AMAT) Gilead Sciences, Inc. (GILD) Cisco Systems Inc (CSCO) GE Vernova Inc. (GEV) Limitus (LMT) McDonald's Corp (MCD) Zebra Technologies Corp. (ZBRA) Cameco Corporation (CCJ) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Raytheon Technologies Corp (RTX) Boeing Co (BA) L3Harris Technologies Inc (LHX) Teledyne Technologies Incorporated (TDY) Hexcel Corporation (HXL) Planet Labs PBC (PL) Leidos Holdings Inc (LDOS) NovaGold Resources Inc. (NG) Credo Technology Group Holding Ltd (CRDO) MKS Instruments Inc (MKSI) Advanced Energy Industries Inc (AEIS) SPDR GOLD ETF (GLD)

Top Social Posts

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

""We Are Not Alone": David Grusch full interview https://x.com/HighlyRetired/status/1668087118550163456/video/1 https://x.com/HighlyRetired/status/1668087118550163456/video/1"
X Link 2023-06-12T06:51Z [----] followers, 18.5K engagements

"Citi bullish on Copper and Aluminum for [----] _/ Citi has buy ratings on Ivanhoe Mines Ltd. Agnico-Eagle Mines Ltd. First Quantum Minerals Ltd. and Novagold Resources Inc. $IVPAF $FQVLF $NG"
X Link 2025-12-05T14:00Z [----] followers, [---] engagements

"Peripheral Plays on High Growth Semiconductor Sector BofA _/ "We highlight our favorite SMidcaps that could benefit from above-average sales / EPS growth catch-up potential and ongoing market rotation." $CRDO $MKSI $AEIS $TER $MTSI"
X Link 2026-01-23T19:20Z [----] followers, [---] engagements

"Long Detroit Short Davos Hartnett Flow Show BofA 🧵 _/ Outperformance of small & mid cap continues into [----] driven by 3Ps - Positioning: $1.6tn inflow to large cap vs. S6.1bn outflow from small cap; - Price: long-term returns - Policy: reduce "price of money" via QE/YCC"
X Link 2026-01-24T14:45Z [----] followers, [---] engagements

"Long Detroit Short Davos (part 3) Hartnett Flow Show BofA _/ ABB.Anything But Bonds _/ We think H2 2020s small/mid cap stocks and Emerging Markets new beneficiaries of ABB _/ Our fave beneficiaries of ABB in [----] are $GLD $GNR $EEM $MDY $IR"
X Link 2026-01-25T14:41Z [----] followers, [---] engagements

"Bull & Bear Indicator Remains at Contrarian Hartnett BofA _/ Bull & Bear Indicator Rises to [---] on strong global stock index breadth long-only bull positioning (e.g record low 3.2% FMS cash level) & robust credit market technicals which offset global equity outflows"
X Link 2026-01-30T15:38Z [----] followers, [---] engagements

"Week Ahead (February [--] - [--] 2026) GS _/ Monday Feb [--] [----] - : US ISM manf S&P Global manf PMI Eurozone HCOB Manf PMI Japan meeting minutes S&P Global manf PMI - : $APTV $DIS $IDXX $RVTY $TSN $DOC $DVA $FN $MTG $PLTR $RMBS $SPG $TER $WWD"
X Link 2026-02-02T01:57Z [----] followers, [---] engagements

"Week Ahead (February [--] - [--] 2026) GS _/ Tuesday Feb [--] [----] - : US vehicle sales JOLTS job openings RBA rate decision - : WDC investor day $ADM $AME $ATI $BALL $BR $ETN $GWW $HLNE $MPC $MRK $PFE $PYPL $AMD $AMGN $CMG $SMCI $THG $TTWO "
X Link 2026-02-03T14:12Z [----] followers, [---] engagements

"Private Credit Is Headed for a Software Shock _/ Private credit is now more exposed to #AI disruption with some 35% of PE portfolios facing heightened threats & S/W businesses owned by buyout firms are getting harder to sell due to investors only interested in AI-related stories"
X Link 2026-02-04T04:36Z [----] followers, [---] engagements

"Week Ahead (February [--] - [--] 2026) GS _/ Thursday Feb [--] [----] - : US initial jobless claims ECB rate decision BOE rate decision. - : $AMZN $RBLX $COP $B $EL $SHEL $KKR $MTSI $DLR $MSTR $MTD $PCTY $PI $RDDT $REG $RGA $TEAM $UNM $VRSN "
X Link 2026-02-05T14:45Z [----] followers, [---] engagements

"What's Behind #Bitcoin Crash L.F. Nunes _/ Coinbase Premium _/ Stablecoin Market Cap _/ The Basis Trade"
X Link 2026-02-05T23:02Z [----] followers, [---] engagements

"Bond markets split on FED policy uncertainty Nuveen _/ Fixed income markets diverged as FED held rates steady. Treasury curves steepened on the Warsh nomination while IG & high yield corporates retreated amid heavy supply. EM outperformed while Municipal bonds held steady "
X Link 2026-02-06T01:22Z [----] followers, [---] engagements

"Week Ahead (February [--] - [--] 2026) GS _/ Friday Feb [--] [----] - : US nonfarm payrolls jobless rate University of Michigan consumer sentiment. - : Pre Open: $AMG $AN $BIIB $CBOE $CG $CNC $FRHC $KVUE $MKTX $NVT $PIPR $PM $ROIV $UI"
X Link 2026-02-06T05:16Z [----] followers, [---] engagements

"Information scientific and technical services were the ones seeing unusually fast labor productivity growth as workers were saving the most time using #AI FT 👇 US industries in which people report Al is saving them more time have seen unusually high productivity growth"
X Link 2026-02-08T13:48Z [----] followers, [---] engagements

"Long Main Street Short Wall Street Hartnett Flow Show BofA 🧵 _/ healthy and overdue unwind pullback _/ painful price collapse of Wall Street longs (Mag [--] crypto and precious metals) vs. shorts (small cap staples energy) driven by peak positioning liquidity & Politics"
X Link 2026-02-08T14:49Z [----] followers, [---] engagements

"Charts 1: Long Main Street Short Wall Street Hartnett Flow Show BofA _/ Slumdog Billionaires _/ Bull & Bear Indicator at 9.6: triple overlap of 'peak positioning peak liquidity and peak inequality.' _/ Price collapse of Wall St longs vs. Wall St shorts _/ New world order"
X Link 2026-02-08T14:57Z [----] followers, [---] engagements

"Charts 2: Long Main Street Short Wall Street Hartnett Flow Show BofA _/ Stagflation winers = real assets _/ Biggest outflow from Crypto since Nov'25 _/ 2020's Flows to know _/ Biggest weekly inflow ever to South Korea"
X Link 2026-02-08T15:06Z [----] followers, [---] engagements

"Central banks - particularly in EM's like China India and Turkey - have significantly increased their #Gold holdings _/ meantime White House says it wants a strong USD yet Investors are still keeping their distance. 👇 Gold Has Overtaken the US Dollar in Central Bank Reserves"
X Link 2026-02-08T23:42Z [----] followers, [---] engagements

"Earnings for the week of February ( 9-13 2026) _/ Monday Feb [--] [----] $CLF $ON $PGY $AMKR $APO $OPEN $MNDY $SVM $KD $CNA $SBH $AVXL $DT $PNNT $MEDP $GT $ACGL $SSD $UPWK"
X Link 2026-02-09T13:45Z [----] followers, [---] engagements

"Prime Minister Sanae Takaichi pulled off a landslide win _/ Takaichi's approval rating around 70% _/ Nationalistic tone _/ Conservative shift "has brought back a lot of voters _/ Popular with younger voters https://asia.nikkei.com/politics/japan-election/what-now-for-takaichi-post-election-5-things-to-know https://asia.nikkei.com/politics/japan-election/what-now-for-takaichi-post-election-5-things-to-know"
X Link 2026-02-09T14:15Z [----] followers, [---] engagements

"#AI Semis Ecosystem _/ Equipment: $ASML $AMAT $LRCX $KLAC $TER $NVMI. _/ Compute: $NVDA $AMD $AVGO $MRVL. _/ Memory and Storage: $MU $WDC $STX $SNDK. _/ Interconnect: $AVGO $COHR $ALAB. _/ OEMs and ODMs: $DELL $SMCI $CLS $HPE. https://www.moomoo.com/community/feed/ai-semiconductors-in-2026-peak-boom-before-the-shakeout-115700244938758 https://www.moomoo.com/community/feed/ai-semiconductors-in-2026-peak-boom-before-the-shakeout-115700244938758"
X Link 2026-02-09T17:46Z [----] followers, [---] engagements

"Earnings for the week of February ( 9-13 2026) _/ Tuesday Feb [--] [----] - : $COKE $CVS $SPOT $DOG $FISV $SPGI $AZN $RACE $OSCR $MAR $HOOD $FIRE $LYFT $F $UPST $GILD $NET $EW $E $AIG $ZG"
X Link 2026-02-10T14:06Z [----] followers, [---] engagements

"Stocks near ATH $XOM $JNJ $BAC $CAT $CSCO $MCD $GEV $ITX $GILD $TD $ABBN $ENR $ADI $IBE $HON $LMT $IBKR"
X Link 2026-02-10T15:08Z [----] followers, [---] engagements

"White House meeting (RN) could unfreeze the #Crypto Clarity . _/ while total #stablecoin market capitalization and average supply stands at $267.5B which represents a decline of about $40.7B from last week's peak of $308.2 billion a drop of -13.2%. https://x.com/ackmeni/status/2020641287234539670s=20 White House will hold a second Stablecoin regulation meeting Tuesday bringing together #Crypto firms banks & policy staff _/ Core Problem is Stablecoin yields as Banks say it risks pulling liquidity from traditional markets while crypto firms say rules slow innovation. #Bitcoin"
X Link 2026-02-10T17:52Z [----] followers, [---] engagements

"Bayes & Base Rates Mauboussin MS _/ GenAI has spawned a series of opportunities & challenges for investors _/ To process these info one approach is to mimic math of Bayes by starting with an initial belief & updating that belief as new results appear. https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_bayesandbaserates_ltr.pdf1770752009602 https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_bayesandbaserates_ltr.pdf1770752009602"
X Link 2026-02-10T19:47Z [----] followers, [---] engagements

"Earnings for the week of February ( 9-13 2026) _/ Wednesday Feb [--] [----] - : Revised Unemployment Rate Change in Private Payrolls Change in Nonfarm Payrolls. - : $SHOP $APP $VRT $ALB $U $AEL $CSCO $HUM $QS $KHC $HUBS $TMUS $GFS $MCD $NETS"
X Link 2026-02-11T01:11Z [----] followers, [---] engagements

"Today's White House meeting on the Clarity Act didn't produce the hoped-for compromise with sources saying the bankers arrived with a "principles" document calling for a total ban on "stablecoin yield". https://www.coindesk.com/policy/2026/02/10/crypto-s-banker-adversaries-didn-t-want-to-deal-in-latest-white-house-meeting-on-bill https://www.coindesk.com/policy/2026/02/10/crypto-s-banker-adversaries-didn-t-want-to-deal-in-latest-white-house-meeting-on-bill"
X Link 2026-02-11T01:32Z [----] followers, [---] engagements

"Global Macro Insights Franklin Templeton _/ Global growth showed modest improvement in January though elevated uncertainty persists amid geopolitical tensions trade policy developments and pending US legal decisions on tariff authority. _/ Global growth remains resilient"
X Link 2026-02-11T13:21Z [----] followers, [---] engagements

"$BABA launches new #AI Model to power Robots _/ AI model called RynnBrain is designed to power robots and help them understand their physical surroundings. _/ $TSLA (Optimus) is also active in this space. _/ $NVDA calling the space "a multitrillion-dollar growth opportunity.""
X Link 2026-02-11T14:35Z [----] followers, [---] engagements

"Cross Asset Performances YTD Nomura _/ #Gold and #Silver are both up YTD despite wild swings _/ Oil outperformed aided by GEO risk premiums _/ FX: dollar diversification benefiting AUD NOK BRL NZD _/ Equities: EM outperformance stands out (Korea Brazil) + Japan's NKY & TPX"
X Link 2026-02-11T19:01Z [----] followers, [---] engagements

"Earnings for the week of February ( 9-13 2026) _/ Thursday Feb [--] [----] - : Initial Jobless Claims existing home sales. - : $COIN $AMAT $NBIS $MLCO $PINS $BN $HMW $CROX $ZTS $ZBRA $PCG $BIRK $RIVN $FROG $TOST $DKNG $EXPE $BROS"
X Link 2026-02-12T06:33Z [----] followers, [---] engagements

"Meta Auditor EY Raised Red Flag on Data-Center Accounting wsj _/ $META's auditor Ernst & Young raised a red flag over the financial engineering Meta used to keep a $27 billion data-center project off its balance sheet . EY flagged it as a "critical audit matter.""
X Link 2026-02-12T15:53Z [----] followers, [---] engagements

"The market has by no means "relaxed" GS _/ Nasdaq put-call skew for example Even with the rally from the recent lows put-call skew is still near levels not seen since the liberation day drawdown last year. 👇 Nasdaq Skew"
X Link 2026-02-12T16:24Z [----] followers, [---] engagements

"Coinbase says users won't be able to buy sell or transfer #Crypto _/ Coinbase has experienced intermittent outages where users reported being unable to buy sell or transfer crypto intermittent outages . These issues including in some cases displaying a zero balance. $COIN"
X Link 2026-02-12T19:06Z [----] followers, [---] engagements

"Coinbase says users won't be able to buy sell or transfer #Crypto _/ Coinbase has experienced intermittent outages where users reported being unable to buy sell or transfer crypto . These issues including in some cases displaying a zero balance. $COIN"
X Link 2026-02-12T19:24Z [----] followers, [---] engagements

"Earnings for the week of February ( 9-13 2026) _/ Friday Feb [--] [----] - : CPI - $MRNA $WEN $CCJ $AAP $ENB $SXT $MGA $TRP $ESNT"
X Link 2026-02-13T13:59Z [----] followers, [---] engagements

"Deflation is coming Cathie Wood"
X Link 2026-02-13T14:36Z [----] followers, [---] engagements

"Walmart has the highest P/E among these Mega Caps $WMT: [-----] $AAPL: [-----] $GOOGL: [-----] $AMZN: [-----] $MSFT: [-----] $NVDA: [-----] - Walmart worst shopping experience in U.S. has the highest P/E 🤣 chart: Charlie Bilello"
X Link 2026-02-13T14:52Z [----] followers, [---] engagements

"Disinflation in the real world and inflation in asset prices GS _/ Equities have been one of the better performing assets EU equities have done pretty well also despite actually very poor underlying growth 👇 Dispersion between asset price inflation & 'real economy' inflation"
X Link 2026-02-13T21:19Z [----] followers, [---] engagements

"Defense Tech Enabler [----] $BA $LMT $ESLT $TXT $LS $LHX $DRS $AXON $RTX $TDY $RBC $RTX $HXL $PRZO $DMV $SES $UMAC $TRMB $RRX $IPX $ONDS $DPRO $UAVS $OAR $AIRO $NOC $JOBY $ACHR $EH $EVTL $GD $BAH $CACI $PL $PBC $LDOS $CYBR https://www.moomoo.com/community/feed/trump-s-1-5t-defense-ask-fuels-drone-trade-115860117192710 https://www.moomoo.com/community/feed/trump-s-1-5t-defense-ask-fuels-drone-trade-115860117192710"
X Link 2026-01-12T16:15Z [----] followers, [---] engagements

"Bull & Bear Indicator Remains at Contrarian Hartnett BofA _/ Bull & Bear Indicator Rises to [---] on strong inflows to tech & high-yield bond funds record-low FMS cash strong global stock index breath offset by EM debt outflows HFs cutting Gold longs & VIX shorts"
X Link 2026-02-06T15:01Z [----] followers, [---] engagements

"U.S. payrolls rose by [------] in January more than expected. _/ Unemployment rate at 4.3% #JobsReport"
X Link 2026-02-11T13:40Z [----] followers, [----] engagements

"J. P. Morgan's Top Sells (Latest 13F) $NVDA $MSFT $AAPL $AMZN $META $GOOGL $TSLA $MA"
X Link 2026-02-13T22:38Z [----] followers, [---] engagements

"1st documented case of #AI agent purchasing credits autonomously _/ An OpenClaw AI agent spawned a child bot on a VPS provisioned via BLT bought its offspring AI API access using its own crypto wallet without a human touching credit card or saying yes. https://theinnermostloop.substack.com/p/welcome-to-february-13-2026 https://theinnermostloop.substack.com/p/welcome-to-february-13-2026"
X Link 2026-02-14T03:30Z [----] followers, [---] engagements

"Elon Musk sees deflation coming Prices collapse hard _/ #AI and Robotics arent generating growth. Theyre destroying the scarcity framework economics depends on. It will hit us like a supersonic tsunami. _/ GDP metrics are already meaningless. - stagflation short term"
X Link 2026-02-15T00:46Z [----] followers, [---] engagements

"White House will hold a second Stablecoin regulation meeting Tuesday bringing together #Crypto firms banks & policy staff _/ Core Problem is Stablecoin yields as Banks say it risks pulling liquidity from traditional markets while crypto firms say rules slow innovation. #Bitcoin"
X Link 2026-02-08T23:29Z [----] followers, [---] engagements

"Henry Ford's Energy Dollar Circa Dec [--] [----] _/ Under the "new currency system a certain amount of energy exerted for one hour would be equal to one dollar." in essence he would replace #Gold with Energy"
X Link 2026-02-13T22:59Z [----] followers, [---] engagements

"Ant Bets on #AI Health in $69B Sector Race BBG _/ . plans to reach most of China's people with its AI-powered health services within three years . _/ strategy includes AI Doctor Agents digital avatars AI health app (AQ) that aggregates health data and answer questions"
X Link 2026-02-11T14:26Z [----] followers, [---] engagements

"Bull & Bear Indicator Remains at Contrarian Hartnett BofA _/ Bull & Bear Indicator Dips to [---]. Removal of sell signal requires [--] conditions: - significant recovery in cash levels - large short-covering in bonds - reduction of technology stock positions to neutral"
X Link 2026-02-13T14:13Z [----] followers, [---] engagements

"Burry vs. Palantir SG _/ In "Palantirs New Clothes: Foundry AIP & Failure of Reason" Burry compares Palantir in essence to fairy tale of the emperor with no clothes writing pointedly "Emperor Palantir has no clothes." His central thesis is: " $PLTR is not an #AI company.""
X Link 2026-02-13T15:35Z [----] followers, [---] engagements

"Public holidays: Monday Feb [--] _/ U.S. Presidents Day (markets closed); Canada Family Day (markets closed); _/ various Asian markets close or finish trading early for Lunar New Years Eve: China; Indonesia; South Korea; Taiwan; Vietnam; _/ Brazil markets closed thru [--] Feb;"
X Link 2026-02-16T01:11Z [----] followers, [---] engagements

"Asia plays a key role in Global #AI supply chain GS _/ Korea the top-performing EM equity market saw nearly half of its gains driven by strong semiconductor stock performance _/ Taiwan's economys exports largely driven by semis. - China's dominance a national security issue"
X Link 2026-02-16T17:01Z [----] followers, [---] engagements

"DeepSeek Moment dejavu _/ SWE-bench tests #AI systems' ability to solve GitHub issues & "DeepSeek V4" tops the list surpassing Opus [---] GPT [---] & Gemini [---] Pro _/ as I wrote in Jan [----] LLMs are commodities now 👇 Coding Al That Could Change Everything https://x.com/ackmeni/status/1884856745677455472s=20 LLM's are a commodity now. let's admit that and move on. we were never going to get to Human level AI with LLM. we need models that include different sensory inputs such as vision sound touch as well as text https://x.com/ackmeni/status/1884856745677455472s=20 LLM's are a commodity now."
X Link 2026-02-16T17:22Z [----] followers, [---] engagements

"Short Thoughts Summary of Michael Burry _/ #Bitcoins decline may trigger a broader chain reaction. if the cryptocurrency drops another 10% firms like Strategy could face multibillion-dollar losses and lose access to capital markets. could force widespread treasury sell-offs"
X Link 2026-02-06T00:46Z [----] followers, [---] engagements

"All of $MSTR $8.2 billion convertible debt is "out of money" _/ MSTR is under cash repayment pressures by [----] maturities of its convertible debt amid a #Bitcoin price plunge that triggered a $12.4 billion Q4 [----] loss & now amplifies unrealized losses exceeding $34 billion YTD"
X Link 2026-02-06T03:07Z [----] followers, [---] engagements

"#Japan's [---] magnitude earthquake in [----]. Do you see a difference between a country that follows building code and others like Turkey and Iran"
X Link 2023-02-24T15:03Z [----] followers, [----] engagements

"Charles Schwab $SCHW drop not related to SVB. JPMorgan was managing a block trade worth about $650 million on Thursday before the market opened. deal traded into an awful session. case of bad timing for buyers behind a large block trade in brokerage. http://tinyurl.com/3jexdcrk http://tinyurl.com/3jexdcrk"
X Link 2023-03-11T21:54Z [----] followers, 12.8K engagements

"Bubbles Bubbly & Pivot Back to The Hikes Michael Hartnett BofA"
X Link 2023-06-09T14:37Z [----] followers, [----] engagements

""David Lochridge the engineer who refused to greenlight the sub #Titan due to safety concerns was fired by #OceanGate after he noticed the viewport was only certified to go [----] meters not 4000." @_Mthwa As Engineer I am speechless but not surprised"
X Link 2023-06-22T21:13Z [----] followers, [----] engagements

"Who Ate All The Buys (part 1) Michael Hartnett BofA"
X Link 2023-09-22T14:21Z [----] followers, [----] engagements

"Equities Caution Flips to Greed Michael Hartnett BofA 🧵"
X Link 2023-11-12T13:13Z [----] followers, [----] engagements

"Fade S&P [---] $SPX rally above 4550" Michael Hartnett BofA _/ The S&P 500s recent low reached on Oct. [--] has been followed by an epic risk rally fade it"
X Link 2023-11-17T14:37Z [----] followers, [----] engagements

"Fade S&P [---] rally above 4550" Michael Hartnett BofA 🧵"
X Link 2023-11-18T04:34Z [----] followers, [----] engagements

"AI Growth as Magic Sauce for Stock Michael Hartnett BofA 🧵"
X Link 2024-02-23T17:55Z [----] followers, [----] engagements

"The Flow Show Michael Hartnett BofA 🧵 _/ Dove means never having to say youre sorry _/ Were going to need a bigger moat _/ Tech has been the least regulated of all US sectors _/ BofA Bull & Bear Indicator: down to [---] from 6.1"
X Link 2024-03-30T12:55Z [----] followers, [----] engagements

"Anything-But-Bond Michael Hartnett BofA 🧵 _/ anything-but-bond trade will play out for the remainder of the year. _/ buy any dip in bond prices _/ sell the first cut for stocks _/ value over growth stocks as market breadth improves could be the next pain trade"
X Link 2024-06-01T07:25Z [----] followers, [----] engagements

"Peter Navarro for senior counselor on trade and manufacturing "to push Trumps trade agenda" - "his extensive Policy analytic and Media skills - 25% tariffs on all goods from Canada and Mexico and ramp up tariffs on China with an executive order signed on Day 1"
X Link 2024-12-04T16:44Z [----] followers, [---] engagements

"Year of Bonds & International Hartnett Flow Show BofA 🧵 _/ US government recession has started after 5-year fiscal binge _/ EU/UK = staggering fiscal excess; meantime in the US DOGE =new fiscal austerity in US; _/ German bund yields to trade above US Treasury by year-end"
X Link 2025-03-09T12:16Z [----] followers, [----] engagements

"Charts: Year of Bonds & International Hartnett Flow Show BofA _/ BofA Bull & Bear Indicator remains at [---] signal is Neutral. _/ The Asset Class Quilt of Total Returns Gold on Top _/ 18: GWIM equity allocation at 63% / Private clients bought loan HY and IG bond ETFs"
X Link 2025-03-09T12:27Z [----] followers, [---] engagements

"US Exceptionalism to US Repudiation Hartnett Flow Show BofA 🧵 _/ "We sell-the-rips long US2Y short S&P till FED cuts _/ SPX at 4.8k is right level to buy risk assets if policy panic makes recession short/shallow. _/ SPX valuation floor of 20x is now the new ceiling"
X Link 2025-04-12T12:58Z [----] followers, [----] engagements

"Hartnett BofA _/ We remain H1 buyers of dips in Bonds International & Gold sellers of SPX/US$ rallies _/ Current pain trade unquestionably is a narrow Mag 7-led squeeze higher in US stocks and US dollar _/ Depreciation of USD is cleanest investment theme to play"
X Link 2025-04-25T14:00Z [----] followers, [---] engagements

"xAI Grok [---] to be released in May _/ packing [--] times compute power of Google & Metas top models. _/ could leap straight to the top of the #AI leaderboards even before Grok [--] arrives with an insane 20X compute advantage to fully unleash Groks potential. https://www.nextbigfuture.com/2025/04/next-month-xai-grok-3-5-will-be-on-top-of-the-ai-leaderboards.html https://www.nextbigfuture.com/2025/04/next-month-xai-grok-3-5-will-be-on-top-of-the-ai-leaderboards.html"
X Link 2025-04-27T16:57Z [----] followers, [----] engagements

"Retail In Charge Dumb money Still triumphant _/ Is U.S. stock market in a bubble _/ For US retail investors the SoFi Social [--] ETF consists of top [--] holdings of clients of SoFi a brokerage primarily serving US customers. 👇 Smart money vs. dumb money https://www.acadian-asset.com/investment-insights/owenomics/dumb-money-triumphantutm_medium=email&utm_source=pardot&utm_campaign=owenomics_dumb_money_triumphant&utm_content= https://www.acadian-asset.com/investment-insights/owenomics/dumb-money-triumphantutm_medium=email&utm_source=pardot&utm_campaign=owenomics_dumb_money_triumphant&utm_content="
X Link 2025-11-05T17:10Z [----] followers, [---] engagements

"Metal demands of the energy transition and tight supplies have turned mining stocks into a must hold for investors BBG _/ Miners and Copper 👇 Copper price is hinting at further mining sector bounce"
X Link 2025-11-30T15:35Z [----] followers, [---] engagements

"Miners are part of short-cycle cohort sensitive to PMI readings (Anglo American Boliden Glencore KGHM Voestalpine) BBG _/ Industrial metals momentum remains strong implying further EPS upgrades Sector offers optionality to China supply-side stimulus & short-cycle pick up"
X Link 2025-12-01T15:38Z [----] followers, [---] engagements

"Nuclear fuel components Suppliers _/ Centrus Energy Corp: $LEU _/ Oklo: $OKLO _/ NANO: $NNE _/ Energy Fuels: $UUUU _/ Cameco Corporation: $CCJ _/ Uranium Energy: $UEC _/ NexGen Energy: $NXE _/ Denison Mines: $DNN _/ Ur-Energy: $URG _/ Uranium Royalty: $UROY _/ enCore Energy: $EU"
X Link 2025-12-23T15:15Z [----] followers, [---] engagements

"Space Industry Enablers _/ Orbital Lunch SpaceX $FLY $SPCE $ULA $RKLB _/ Infrastructure $LUNR $VOYG $MNTS _/ Satellite Operators $AMZN $TSAT $GSAT $VSAT $SPIR $SATS $PL _/ MFG & Supply $LHX $HXL $BWXT $BWX $GE $TDY $BA $LDOS $RTX $RDW. https://www.moomoo.com/community/feed/the-2026-space-outlook-beyond-spacex-what-investors-should-watch-115852339052549chain_id=Name1K9-3FXPhg.1klrtj0&global_content=%7B%22promote_id%22:13764%22sub_promote_id%22:57%22f%22:%22www.moomoo.com/stock/HEI-US%22%7D"
X Link 2026-01-08T18:36Z [----] followers, [---] engagements

""Next Great Bull Markets Starts After The Next Recession When The Fed Is Forced To Bail Out The US" Michael Hartnett BofA"
X Link 2023-02-25T17:10Z [----] followers, [----] engagements

"@dampedspring Not bullish IMO. if history repeats SPX to retest October lows"
X Link 2023-04-10T21:56Z [----] followers, [----] engagements

"Elon Musk FULL interview with CNBC 5/16/2023"
X Link 2023-05-17T18:35Z [----] followers, [----] engagements

"Hartnett BofA _/Fade SPX @ [----] _/AI baby bubble pumping stocks "We don't advise chasing bubble in 23" _/7 US Tech stocks (up 61%) trading on 30x PE vs 17x for rest of S&P _/would be so on-brand for stocks to meltup into recession suck em all in right before hard landing"
X Link 2023-05-20T14:13Z [----] followers, [----] engagements

""#Epstein was the most prolific pedophile this country has ever known. I had the story for three years and we would not put it on the air." Amy Robach ABC News Anchor"
X Link 2023-06-10T22:37Z [----] followers, 12K engagements

""Us Bears Have Been Wrong But It Feels Like A Combo Of [----] And 2008: Big Rally Before Big Collapse" Michael Hartnett BofA"
X Link 2023-06-17T17:03Z [----] followers, [----] engagements

"Strong inflows over the past eight weeks into Tech ($1.8 billion in the week to July [--] alone) and record selling of U.S. Treasury bills is 'contrarian bearish' much like the risk-off record weekly inflow into T-bills that had been recorded last March. Michael Hartnett BofA"
X Link 2023-07-21T15:11Z [----] followers, [---] engagements

"Parrots are considered to be the world's smartest bird. known for its remarkable problem-solving and cognitive abilities"
X Link 2023-09-03T18:38Z [----] followers, [----] engagements

"If Stocks were the Super Bowl Michael Hartnett BofA 🧵"
X Link 2024-02-09T14:30Z [----] followers, [----] engagements

"US Tech Returns Are Being Driven by P/Es Bloomberg _/ Revenues' contribution is dwindling towards zero. _/ Tech is reliant on investors' expectations becoming further distant from price. _/ Multiple's contribution to tech returns is edging towards levels of tech bubble in 2000"
X Link 2024-04-03T13:14Z [----] followers, [----] engagements

"The Flow Show Michael Hartnett BofA 🧵 _/ The price action is typical of bubbly markets. _/ Higher inflation would mean monetary tightening resumes. _/ Sell Bonds and US Dollar _/ Buy Tech Gold Crypto and Commodities. _/ BofA Bull & Bear Indicator: Down to [---] from 5.3"
X Link 2024-04-12T15:00Z [----] followers, [----] engagements

"Long the Long Bond Hartnett Flow show BofA 🧵 _/ Traders flocking to risky stocks as Fed Rate Cut looms. _/ All BOA clients are in T-Bills none are in Bonds. _/ Small caps REITs emerging-market stocks and the UKs FTSE [---] Index benefit as policymakers get closer to easing"
X Link 2024-07-13T13:32Z [----] followers, [----] engagements

"The Prime of Strife Michael Hartnett BofA 🧵 _/ Market Selloff Yet to Breach Key Levels _/ painfully (biggest FX carry-trade loss since Mar'20) _/ Wall St has now stopped BoJ hiking. _/ Wall St's goal now appears to be bossing the Fed into big rate cuts. _/ sell the 1st cut"
X Link 2024-08-09T13:44Z [----] followers, [----] engagements

"Inflows to Humans (almost) Michael Hartnett BofA 🧵 _/ Money continues to pour into stocks _/ Green shoots in mortgage refinancing _/ first signs drop in yields boosting animal spirits _/ monetary policy most "restrictive" since Oct'08. _/ smallest outflow from active funds"
X Link 2024-08-17T23:07Z [----] followers, [---] engagements

"Bayesian sailing ship overwhelmed by the storm. All aboard are presumed dead. - video of Bayesian sailing ship taken by surveillance cameras of a house in Porticello. it shows light of the mast swinging moving and then disappearing as superyacht is swallowed up by the storm"
X Link 2024-08-20T21:50Z [----] followers, 12.2K engagements

"Q4 Pain Trades & Inflections Michael Hartnett BofA 🧵 _/ Bulls in control & corroborating tells is signs that Chinese stimulus was working and more QE from FED. _/ iShares MSCI China ETF MCHI has gained 35% this year. _/ BofA Bull & Bear indicator rises to [---] from 5.4"
X Link 2024-10-04T14:12Z [----] followers, [----] engagements

"Trump [---] Hartnett Flow Show BofA 🧵 _/ big sweep results in $8 trn in tax cut $3 trn in tariff $1 trn in spending cuts. _/ Inflationary boom = sell bonds _/ Buy Treasuries if yields rise to 5% _/ Buy leverage & long duration sectors _/ Buy International stocks"
X Link 2024-11-10T12:54Z [----] followers, [---] engagements

"Robotics related companies to keep in mind $RR $PDYN $SERV $TSLA $TER _/ Robotic Process Automation $ROK $PATH $ZBRA $GCGNX $PEGA $MYO _/ Robot Software $NVDA $PTC $PDYN $MOB $QCOM _/ Logistics Robot $AMZN $SYM $SERV $ATS $GFAI"
X Link 2025-01-06T15:37Z [----] followers, [----] engagements

"Charts1: Playbook Hartnett Flow Show BofA _/ Macro/market cycle has shifted from "recovery to boom _/ Happy bonds needed for happy stocks in [----] _/ BofA Bull & Bear Indicator Rises to [---] from [---] _/ Biggest inflow to cash since Apr [--] Money market fund flows"
X Link 2025-01-11T00:54Z [----] followers, [---] engagements

"The Flow Show Hartnett BofA 🧵 _/ Long commodities. _/ Long homebuilders (XHB) utilities (XLU) financials (XLF) & REITs. _/ Long international equities Europe China EM on easing Geo risks. _/ Gold Oil as Russia/Ukraine/Middle East geopolitics flip from war to peace"
X Link 2025-01-18T19:49Z [----] followers, [---] engagements

"Retail Imbalance GS - Retail has been buying any dips. enjoy it while it lasts. may not be for long"
X Link 2025-02-12T19:37Z [----] followers, [---] engagements

"Its The Economy Hartnett Flow Show BofA 🧵 _/ long Bonds International Gold in [----]. _/ big cyclical peaks in Treasury yields US dollar stocks crypto. _/ this is a correction not a bear market in US stocks"
X Link 2025-03-14T09:27Z [----] followers, [----] engagements

"The "Basis Trade" Spooking the Market _/ There is now a $1.1 trillion notional short position in US Treasury futures. _/ We just all assume the FED will be there to clean up the mess when it unwinds as it partially did during the yen carry trade rout"
X Link 2025-04-09T15:36Z [----] followers, [---] engagements

"AprilGlobal Fund Manager Survey: The Bear Necessities Hartnett BofA _/ Record number of FMS global investors intending to cut US equities _/ 49% say "hard landing" 37% "soft landing" 3% "no landing" _/ Inflation expectation highest since Jun'21 _/ US Dollar depreciation exp"
X Link 2025-04-15T11:20Z [----] followers, [----] engagements

"AprilGlobal Fund Manager Survey: The Bear Necessities Hartnett BofA _/ FMS Contrarian Trades: Lower Tariffs & big Fed cuts.Long US stocks US$ global cyclicals and Short Gold Bonds Defensives; but if Recession concerns turn into reality.Short EU & EM Stocks and Bonds"
X Link 2025-04-15T22:33Z [----] followers, [---] engagements

"Charts: From Goldilocks to Gold-i-Lots Hartnett Flow Show BofA _/ Q2 2025: selling-into-strength till Fed cutting rates & Trump cutting tariffs _/ Outperformance of 60/40 vs 25/25/25/25 portfolio at 14-year low _/ Record Inflow to Gold _/ BofA Bull & Bear Indicator Down to 4.1"
X Link 2025-04-20T02:31Z [----] followers, [----] engagements

"From Goldilocks to Gold-i-Lots Hartnett Flow Show BofA _/ April FMS was 5th most bearish in past [--] years and price action around past [--] prior big FMS sentiment lows says "always a rally" . but Policy & Profits will determine if it is just a bear market or bull market rally"
X Link 2025-04-20T13:04Z [----] followers, [---] engagements

"I can't believe how retarded Peter Thiel is. He's quoting a prophecy written in an ancient text by some pick pocket / psychopath to establish a link to present day. If there ever was a metaphor for antichrist it would be a rouge #AI created by Palantir Technologies"
X Link 2025-06-27T21:32Z [----] followers, [----] engagements

"June Global Fund Manager Survey Hartnett BofA _/ FMS Contrarian Trades: - [--] most contrarian trades based on FMS sentiment 1) long US dollar short gold; 2) long US short EU stocks; 3) long consumer short banks"
X Link 2025-06-29T16:27Z [----] followers, [----] engagements

"Bull & Bear Indicator Rises to [---] from [---] Hartnett BofA _/ Overflowing investor enthusiasm is close to triggering some reliable sell signals in stock market _/ Money is pouring into equities/fixed income high-yield bonds vs. falling FMS cash levels & HF's adding protection"
X Link 2025-06-29T16:45Z [----] followers, [---] engagements

"Bull & Bear Indicator Rises to [---] from [---] Hartnett BofA _/ BofA Bull & Bear Indicator: highest since Nov24 US election on stronger EM stock/bond inflows & lower FMS cash partially offset by bearish S&P HF futures positioning; still below the [--] sell signal level but rising"
X Link 2025-07-26T23:46Z [----] followers, [---] engagements

"August Global Fund Manager Survey (FMS) Hartnett BofA _/ based on FMS positions - best August contrarian longs are USS cash REITs healthcare. - best contrarian shorts are stocks EM banks utilities"
X Link 2025-08-12T09:34Z [----] followers, [----] engagements

"Bull & Bear Indicator Hartnett BofA _/ BofA Bull & Bear Indicator stays at [---] _/ on slowing HY/EM bond inflows + falling global stock index breadth offset by stronger inflow to equities low FMS cash levels less bearish hedge fund positioning (trimming Japanese yen longs)"
X Link 2025-08-31T14:24Z [----] followers, [---] engagements

"Top [--] Trade Ideas RBC _/ Top [--] stock selections in Q3/25 were Barrick (+58%) EDP Renovaveis (+18%) and GE Vernova (+16%). Since inception of our quarterly list at YE2019 the Top [--] has delivered a total compound annual return of +14.7% above the benchmark at +12.7% "
X Link 2025-10-03T13:39Z [----] followers, [---] engagements

"Beyond Meat Stock "Jumps" 73% AH as top-line number was higher than expected. _/ Beyond Meat posted y/y sales decline for Q4 while the earnings loss was worse than expectation. _/ for Q4'23 company had $155mn in net losses or $2.40 per share on $73.7mn in net revenue. $BYND"
X Link 2024-02-28T03:31Z [----] followers, [---] engagements

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