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@bespokeinvest Avatar @bespokeinvest Bespoke

Bespoke's latest Macro Note, "The Closer", discusses the performance of the US equity market in relation to gold. The note highlights that pricing stocks in gold makes the US equity market's performance look pedestrian.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks #1118 finance #1984 cryptocurrencies #346 technology brands XXXXX% exchanges #2771 fashion brands #2938 social networks XXXX%

Social topic influence stocks #554, events 4.39%, bitcoin #175, $orcl #295, nasdaq #373, ai 3.51%, $avgo #44, $wmt 3.51%, costco #810, $cost #96

Top accounts mentioned or mentioned by @eyad_ali_saif @shortalgotrades @secsenseai @themarketstats @william_r2rclub @michaeljburry @squawkcnbc @kemonomichinl @petosalon @furnandovalenz @sweetstocks22 @driittzeez @thebloggins @btcart671 @analytica_x @raven_of_zurich @ajaytam99915656 @pg6z5gbt_u2rvl @lil_uzi_squiirt @bluestats_one

Top assets mentioned Bitcoin (BTC) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Walmart, Inc. (WMT) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) NVIDIA Corp. (NVDA) RH (RH) Ethereum (ETH) ETHA Lend (ETHA) GameStop, Corp. (GME) Decentral Games (DG) PostCoin (POST) Home Depot, Inc. (HD) iShares BTC Trust (IBIT) Cisco Systems Inc (CSCO) Lululemon Athletica Inc (LULU) Wormhole (W) Apple, Inc. (AAPL) Synopsys, Inc. (SNPS) REV Group, Inc. (REVG) Chewy, Inc. (CHWY) Nordson, Corp. (NDSN) Adobe, Inc. (ADBE) Vail Resorts, Inc. (MTN) American Tower Corp (AMT) Centene Corp (CNC) MarketAxess Holdings Inc. (MKTX) Rocket Companies, Inc. (RKT) Lamb Weston Holdings Inc (LW) Molina Healthcare, Inc. (MOH) NVR, Inc. (NVR) Conagra Brands Inc (CAG) Lowes Companies Inc (LOW) American Express Company (AXP) Huntington Bancshares Incorporated (HBAN) Schlumberger NV (SLB) Ally Financial, Inc. (ALLY) Regions Financial Corp (RF) Statter Network (STT) Autoliv, Inc. (ALV) Comerica, Inc. (CMA) Fifth Third Bancorp (FITB) Truist Financial Corp (TFC) AECOM (ACM) AC Milan Fan Token (ACM) Amer Sports, Inc. (AS) BellRing Brands, Inc. (BRBR) Medtronic PLC (MDT) JAMES HARDIE INDUSTRIES plc. (JHX) Measurable Data Token (MDT) Sociedad Quimica y Minera de Chile SA (SQM) Hippo Protocol (HP) Bank of Nova Scotia (BNS) Signet Jewelers Limited (SIG) Crowdstrike Holdings Inc (CRWD) American Eagle Outfitters (AEO) Pure Storage, Inc. (PSTG)

Top Social Posts

Top posts by engagements in the last XX hours

"Key Earnings Reports Tomorrow Before the Open: Chewy $CHWY REV $REVG After the Close: Adobe $ADBE Nordson $NDSN Oracle $ORCL Oxford Industries $OXM Synopsys $SNPS Vail Resorts $MTN For more details start a trial at"
X Link 2025-12-09T22:30Z 256.3K followers, 6668 engagements

"UGLY morning for the market so far with the Nasdaq XXX $QQQ quickly down XXXX% in the first XX minutes of trading after a gap down then an XX bps intraday drop"
X Link 2025-12-11T15:00Z 256.3K followers, 6130 engagements

"These are the XX stocks out of the Russell 1000 that were up 1%+ in the two days since Liberation Day: Rocket $RKT Lamb Weston $LW Molina Health $MOH GameStop $GME Dollar General $DG Centene $CNC Post $POST NVR $NVR Conagra $CAG American Tower $AMT MarketAxess $MKTX"
X Link 2025-04-06T18:54Z 256.1K followers, 10.2K engagements

"Home Depot $HD and Lowe's $LOW have been red hot lately with both breaking out to end last week on the "lower rates" trade"
X Link 2025-09-08T12:50Z 256.1K followers, 54.3K engagements

"Key Earnings Reports Tomorrow Before the Open: Ally Financial $ALLY American Express $AXP Autoliv $ALV Comerica $CMA Fifth Third $FITB Huntington Bancshares $HBAN Regions Financial $RF SLB $SLB State Street $STT Truist $TFC After the Close: None For more details start a trial at"
X Link 2025-10-16T21:30Z 256.1K followers, 8438 engagements

"Companies related to US employment haven't been looking so hot for months now. Fed take note"
X Link 2025-11-06T17:24Z 256.1K followers, 8125 engagements

"Key Earnings Reports Tomorrow Before the Open: Aecom Tech $ACM Amer Sports $AS Baidu $BIDU BellRing Brands $BRBR Energizer $ENR Home Depot $HD James Hardie $JHX Medtronic $MDT PDD $PDD After the Close: Helmerich & Payne $HP La-Z-Boy $LZB Sociedad Quimica y Minera $SQM For more details start a trial at"
X Link 2025-11-17T22:30Z 256.1K followers, 8560 engagements

"Key Earnings Reports Tomorrow Before the Open: Bank of Nova Scotia $BNS Signet Jewelers $SIG After the Close: American Eagle $AEO Box $BOX CrowdStrike $CRWD Marvell $MRVL Okta $OKTA Pure Storage $PSTG For more details start a trial at"
X Link 2025-12-01T22:30Z 256.1K followers, 6768 engagements

"Key Earnings Reports Tomorrow Before the Open: Academy Sports $ASO AutoZone $AZO Caleres $CAL Campbell Soup $CPB Core & Main $CNM Ferguson $FERG G-III Apparel $GIII Korn Ferry $KFY Ollies Bargain Outlet $OLLI After the Close: AeroVironment $AVAV Casey's General $CASY Cracker Barrel $CBRL GameStop $GME For more details start a trial at"
X Link 2025-12-08T22:30Z 256.1K followers, 7296 engagements

"Key Events Tomorrow CVS $CVS Investor Day Goldman Financial Services Conference UBS Media Conference For more details start a trial at"
X Link 2025-12-08T22:35Z 256.1K followers, 7104 engagements

"Walmart's CEO Doug McMillon said on @SquawkCNBC this AM that AI will drive big changes to the user experience on $WMT's website/app including that if you're browsing for fun it may look more like TikTok. 👀"
X Link 2025-12-09T13:10Z 256.1K followers, 5782 engagements

"The Utilities sector $XLU has gone from "first to worst" over the last few weeks. Now extreme oversold X stocks above 50-DMAs a breakdown in the % above 200-DMAs new lows in relative strength"
X Link 2025-12-09T13:29Z 256.1K followers, 11.4K engagements

"Note the series of higher highs and higher lows since Bitcoin $BTC made its recent low in November. This is how downtrends break and new uptrends form"
X Link 2025-12-09T17:12Z 256.1K followers, 7161 engagements

"Just after we published this yesterday"
X Link 2025-12-09T18:51Z 256.1K followers, 16.8K engagements

"Boeingcoin Boeing $BA has been the most correlated S&P XXX stock with the iShares Bitcoin ETF $IBIT over the last year:"
X Link 2025-12-09T20:21Z 256.1K followers, 7259 engagements

"The Tech sector $XLK is up XX days in a row with XX days of open to close gains and a near-10% move since 11/20 but the most interesting part is that it has rallied with both NVIDIA $NVDA and Microsoft $MSFT -- which account for XX% of the sector -- essentially flat"
X Link 2025-12-11T14:13Z 256.3K followers, 16.8K engagements

"Broadcom is on pace for its second-worst earnings reaction day performance (-7.7%) since at least 2009. $AVGO"
X Link 2025-12-12T14:39Z 256.3K followers, 7301 engagements

"Earnings season reminder: the tape is the judge. RH $RH missed EPS and lowered guidance stock's up 7%. Broadcom $AVGO beat EPS and raised guidance stock's down 11%"
X Link 2025-12-12T16:12Z 256.3K followers, 7651 engagements

"JPMorgan Chase is having its worst day since the week of the tariff-tantrum after Liberation Day. $JPM"
X Link 2025-12-09T19:31Z 256.3K followers, 8995 engagements

"Precious metals have been some of the years top performers with silver up XXX% platinum up XX% and gold up 60%. Those gains would rank among the best-returning stocks in the S&P XXX outpacing most of tech. Read today's Morning Lineup at"
X Link 2025-12-10T14:19Z 256.3K followers, 5846 engagements

"Morning Note - 12/10/25 - Hot Rocks"
X Link 2025-12-10T14:19Z 256.3K followers, 4912 engagements

"If silver was an S&P XXX company it would be the tenth-best-performing stock in the S&P XXX. Platinum and gold would also be in the top 50"
X Link 2025-12-10T18:56Z 256.3K followers, 6959 engagements

"Key Events Tomorrow (ET) 10:30 AM: EIA Natural Gas Inventories Investor Days: Weyerhaeuser $WY Watsco $WSO Other: Nuclear Energy Forum Barclays Technology Conference For more details start a trial at"
X Link 2025-12-10T22:35Z 256.3K followers, 6507 engagements

"17 years ago today on 12/11/08 breaking news hit of Bernie Madoff's arrest for a multi-billion dollar decades-long ponzi scheme"
X Link 2025-12-11T14:03Z 256.3K followers, 5940 engagements

"Dow up XXX% Equal weight S&P up XXX% S&P down XXX% Nasdaq XXX down 1%. Big rotation day so far"
X Link 2025-12-11T16:53Z 256.3K followers, 6993 engagements

"Cisco's $CSCO share price finally took out its 2000 closing high this week. Market cap is a lot lower now than it was then"
X Link 2025-12-12T13:51Z 256.3K followers, 6976 engagements

"It's even worse for Ethereum $ETHA. Up XXX% after hours vs. down XXXX% buy and hold and -XX% intraday"
X Link 2025-12-12T18:20Z 256.3K followers, 14K engagements

"The Ethereum Trust's $ETHA average gap at the open of each trading day has been +0.20% since it first began trading last year. Its average open to close change has been -0.28%"
X Link 2025-12-12T18:23Z 256.3K followers, 4406 engagements

"Nearly XXX% of the gold ETF's $GLD gain since it began trading in 2004 has come outside of regular trading hours. A hypothetical strategy of buying it at the close every trading day and selling at the next open is up 744.8%. Buying the open and selling at the close is up 5%"
X Link 2025-12-12T18:27Z 256.3K followers, 21.8K engagements

"Coming into today Lululemon $LULU had fallen double-digit percentage points on each of its prior three earnings reaction days this year. Longs have to be thankful that streak appears to be over with its XX% gain today"
X Link 2025-12-12T18:48Z 256.3K followers, 6299 engagements

"Key Earnings Reports Tomorrow Before the Open: BJ's Wholesale $BJ Buckle $BKE Moog $MOG.A After the Close: None For more details start a trial at"
X Link 2025-11-20T22:30Z 256.3K followers, 7412 engagements

"These are the XX stocks that reported earnings triple plays since yesterday's close: $ACIW: ACI Worldwide ($0.35 EPS vs. $XXXX est. $401.3M rev vs. $380.56M est. guidance raised). Powers digital payments & banking solutions. $APP: AppLovin ($2.39 EPS vs. $XXXX est. $1259M rev vs. $1224.37M est. guidance raised). Mobile app marketing & monetization platform. $ATO: Atmos Energy ($1.16 EPS vs. $XXXX est. $839M rev vs. $822.15M est. guidance raised). Natural gas distribution & storage. $CTVA: Corteva ($2.20 EPS vs. $XXXX est. $6456M rev vs. $6270.14M est. guidance raised). Global agriculture &"
X Link 2025-08-07T12:10Z 256.1K followers, 8163 engagements

"The equally weighted $XRT retailer ETF is now down XX% from highs while the cap-weighted $RTH is down just XXX% from highs. Amazon $AMZN Walmart $WMT and Costco $COST make up nearly XX% of $RTH. RTH is up XXXX% YTD vs. a decline of X% for XRT"
X Link 2025-11-06T18:12Z 256.1K followers, 7759 engagements

"Key Earnings Reports Tomorrow Before the Open: Duke Energy $DUK Enbridge $ENB Constellation Energy $CEG CNH Industrial $CNH Fluor $FLR Telus $TU Delek US $DK KKR $KKR Brookfield Infrastructure $BIP Franklin Resources $BEN American Axle $AXL Six Flags $FUN Sylvamo $SLVM Conduent $CNDT Gray Media $GTN After the Close: None For more details start a trial at"
X Link 2025-11-06T22:30Z 256.2K followers, 8227 engagements

"Key Earnings Reports Tomorrow Before the Open: Arcos Dorados $ARCO GlobalFoundries $GFS Hudbay Minerals $HBM On $ONON Tencent Music $TME Transdigm $TDG After the Close: Cisco $CSCO Flutter Entertainment $FLUT Pan Am Silver $PAAS Tetra Tech $TTEK For more details start a trial at"
X Link 2025-11-11T22:30Z 256.2K followers, 9078 engagements

"The K-economy narrative hasn't really worked for Wayfair $W vs. $RH this year"
X Link 2025-11-12T16:28Z 256.3K followers, 8092 engagements

"Key Earnings Reports on Monday Before the Open: Aramark $ARMK Brady $BRC J&J Snack Foods $JJSF JinkoSolar $JKS After the Close: None For more details start a trial at"
X Link 2025-11-14T22:30Z 256.2K followers, 8099 engagements

"Key Earnings Reports Tomorrow Before the Open: Bath & Body Works $BBWI Construction Partners $ROAD Jacobs Solutions $J MAXIMUS $MMS NetEase $NTES Vipshop $VIPS Walmart $WMT Warner Music $WMG After the Close: Copart $CPRT Gap $GAP Intuit $INTU Post $POST Ross Stores $ROST For more details start a trial at"
X Link 2025-11-19T22:30Z 256.2K followers, 8645 engagements

"Key Events Tomorrow (ET) Before the Open: Abercrombie & Fitch $ANF Alibaba $BABA Analog Devices $ADI Best Buy $BBY Burlington Stores $BURL Dick's Sporting Goods $DKS J.M. Smucker $SJM Kohl's $KSS After the Close: Dell $DELL HP $HPQ NetApp $NTAP Nutanix $NTNX Petco $WOOF Urban Outfitters $URBN Workday $WDAY For more details start a trial at"
X Link 2025-11-24T22:30Z 256.2K followers, 7479 engagements

"Futures are lower as the S&P 500s seven-month winning streak the longest since 2021 and one of only XX since WWII starts December on weaker footing after a broad rally pushed most major indices into overbought territory. Read today's Morning Lineup at"
X Link 2025-12-01T14:12Z 256.2K followers, 6339 engagements

"OpenAI has declared a code red as competition intensifies. Since ChatGPT's release the Nasdaq has rallied more than XXX% extending its record streak of positive three-year returns thats been intact since 2011. Read today's Morning Lineup at"
X Link 2025-12-02T14:26Z 256.3K followers, 6156 engagements

"The long Apple $AAPL and Walmart $WMT trade has been on 🔥 lately"
X Link 2025-12-03T12:46Z 256.2K followers, 6119 engagements

"New 52-week highs for Intel $INTC yesterday. Check out the breakout:"
X Link 2025-12-03T12:47Z 256.2K followers, 6188 engagements

"Snowflake has had some big gains in reaction to its last four earnings reports and shares have doubled during the current streak. $SNOW"
X Link 2025-12-03T20:59Z 256.2K followers, 7185 engagements

"Key Events on Monday Deere $DE Investor Day NextEra Energy $NEE Investor Day UBS Media Conference For more details start a trial at"
X Link 2025-12-05T22:35Z 256.2K followers, 7342 engagements

"Key Economic Indicators on Tap Today (ET) X AM: NFIB Small Business Optimism XX AM: JOLTS For more details start a trial at"
X Link 2025-12-09T11:51Z 256.1K followers, 5932 engagements

"Utilities have fallen hard since mid-October breaking their uptrend hitting new relative-strength lows and sending all the stocks in the sector below their 50-DMAs. Even with the power demands of AI $XLU vs $XLK is not even close Read today's Morning Lineup at"
X Link 2025-12-09T14:43Z 256.3K followers, 6621 engagements

"Interesting that the most correlated non-Tech stocks with NVIDIA $NVDA over the last three months have all been Financials like Robinhood $HOOD Piper Sandler $PIPR and Carlyle $CG"
X Link 2025-08-26T12:17Z 256.3K followers, 8820 engagements

"These are the XX stocks (out of 410) that have gained more than XX% on their earnings reaction days so far this earnings season: $MOFG $VICR $CLB $WGO $LBRT $CYH $W $CRS $AGYS $JBHT $CLF $ERIC"
X Link 2025-10-29T13:25Z 256.3K followers, 6239 engagements

"Building materials supplier Builders FirstSource $BLDR is now in a 50%+ drawdown. Traded above $XXX in early 2024. Now below $100/share"
X Link 2025-11-18T15:38Z 256.3K followers, 6884 engagements

"Oracle $ORCL CDS (credit default swaps) priced at XXXXX means it costs $XXXXXX per year to insure $10000 of Oracle debt against default for the duration of the 5-year contract"
X Link 2025-11-18T17:23Z 256.3K followers, 8043 engagements

"Apple $AAPL + Walmart $WMT or NVIDIA $NVDA + Costco $COST"
X Link 2025-12-02T13:03Z 256.3K followers, 6969 engagements

"The Nasdaq has done very well since the launch of ChatGPT but look at how long it has been since the rolling three-year return was negative"
X Link 2025-12-02T13:58Z 256.3K followers, 5805 engagements

"Key Earnings Reports Tomorrow Before the Open: Brown-Forman $BF.B Dollar General $DG Donaldson $DCI Hormel Foods $HRL Kroger $KR Toronto-Dominion Bank $TD After the Close: Cooper $COO DocuSign $DOCU Hewlett Packard $HPE Stitch Fix $SFIX Ulta Beauty $ULTA For more details start a trial at"
X Link 2025-12-03T22:30Z 256.3K followers, 6538 engagements

"Whoa. Softbank has been on a wild ride. Over the last XX trading days it has had 5%+ daily moves XX times"
X Link 2025-12-04T14:02Z 256.3K followers, 5762 engagements

"What's gotten into Bitcoin this morning"
X Link 2025-12-09T16:13Z 256.3K followers, 10.5K engagements

"Key Events Tomorrow (ET) X PM: FOMC Rate Decision FOMC SEP 2:30 PM: Powell Press Conference Investor Days: Cognex $CGNX United Natural Foods $UNFI Conferences: Barclays Technology Conference Goldman Financial Services Conference For more details start a trial at"
X Link 2025-12-09T22:35Z 256.3K followers, 6502 engagements

"Powell the Provider. Today was the 11th time since 1994 that the Federal Reserve cut rates when the S&P XXX was within X% of a 52-week high. Nine of those cuts have occurred under Powell"
X Link 2025-12-10T19:49Z 256.3K followers, 8842 engagements

"Key Earnings Reports on Monday Before the Open: None After the Close: Agilent $A Keysight $KEYS Symbotic $SYM Woodward $WWD Zoom Communications $ZM For more details start a trial at"
X Link 2025-11-21T22:30Z 256.3K followers, 7717 engagements

"The Utes have struggled in the last week. $XLU"
X Link 2025-12-04T22:16Z 256.3K followers, 7293 engagements

"After a X% bounce in late November Costco $COST has reversed lower and is back to new one-year lows this morning"
X Link 2025-12-08T15:56Z 256.3K followers, 14.6K engagements

"Prior to this morning Oracle's $ORCL biggest gap down on earnings since 2001 was a XX% drop at the open on 12/21/11. It is currently set to open down XXXX% which would be its biggest post-earnings gap down since at least 2001 when our earnings database begins"
X Link 2025-12-11T13:39Z 256.3K followers, 7864 engagements

"S&P now down on the week and down on the month as well. $SPY"
X Link 2025-12-12T16:33Z 256.3K followers, 8772 engagements

"The Ethereum Trust ticker $ETHA is down XXXX% since the close on its first day of trading last year. If you hypothetically only owned it outside of regular trading hours you'd be up 112%"
X Link 2025-12-12T18:22Z 256.3K followers, 6101 engagements

"Kevin Warsh is making a run on prediction markets"
X Link 2025-12-12T21:07Z 256.3K followers, 9326 engagements

"Long-term investing isn't about timing. It's about time. WATCH:"
X Link 2025-04-24T17:29Z 256.3K followers, 221.5K engagements

"According to a recent Harris Poll survey just XX% of American millionaires consider themselves wealthy"
X Link 2025-12-06T12:46Z 256.3K followers, 7171 engagements

"Since the iShares Bitcoin ETF $IBIT began trading had you only owned it after hours (buy the close sell the next open) it's up 222%. Had you only owned intraday (buy the open sell the close) it's down 40.5%. (Past performance is no guarantee of future results.)"
X Link 2025-12-09T18:56Z 256.3K followers, 332.1K engagements

"Key Earnings Reports Tomorrow Before the Open: Ciena $CIEN Lovesac $LOVE After the Close: Broadcom $AVGO Costco $COST lululemon athletica $LULU RH $RH For more details start a trial at"
X Link 2025-12-10T22:30Z 256.3K followers, 6845 engagements

"$19 million traded on Kalshi's Time Person of the Year contracts. "AI" was the leader in the clubhouse but it turns out the winner was "The Architects of AI" so if you had any of them your contract resolved to Yes while "AI" resolved to No"
X Link 2025-12-11T13:31Z 256.3K followers, 7779 engagements

"With the S&P XXX back near record highs futures are slightly lower after Oracle's $ORCL earnings rattled AI sentiment. However techs 13-day winning streak continues driven mostly by semiconductor names. Read today's Morning Lineup at"
X Link 2025-12-11T14:39Z 256.3K followers, 5421 engagements

"Did the XX AM algos flip bullish"
X Link 2025-12-11T17:24Z 256.3K followers, 6228 engagements

"The S&P XXX notched another record high yesterday shrugging off repeated scares since 2022. It's also been a generally positive week for international stocks with most ETFs up over X% led by Europe and Asia. Read today's Morning Lineup at"
X Link 2025-12-12T14:10Z 256.3K followers, 5592 engagements

"Broadcom's three worst one-day reactions to earnings have all occurred since the start of 2024. It's also one of the ten best-performing stocks in the S&P XXX during that span. $AVGO"
X Link 2025-12-12T15:51Z 256.3K followers, 7709 engagements

"Speculative nuclear stocks saw a big bounce to start December but have now given most of it back. $OKLO"
X Link 2025-12-12T21:09Z 256.3K followers, 8089 engagements