@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.

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Social Influence

Social category influence stocks 46.49% finance 27.57% technology brands 21.08% cryptocurrencies #2063 exchanges 5.95% financial services 4.86% automotive brands 3.78% countries 3.78% social networks 1.62% celebrities 1.08%

Social topic influence events 7.57%, stocks #1156, ai 5.41%, nasdaq #683, key #690, super bowl 4.86%, in the 3.78%, ceo 3.78%, $igv #5, $qqq #468

Top accounts mentioned or mentioned by @william_r2rclub @eyad_ali_saif @jc_chronister @jp66322247 @barronsonline @pumkinmajiic @variety @kalshi @wsj @seahawks @kimmonismus @lisaabramowicz1 @grok @thefipro @brandonrigo @specialsitsnews @boyarvalue @kekoacap @millenixger @stockmktnewz

Top assets mentioned Bitcoin (BTC) Western Digital Corp (WDC) SPDR S&P [---] ETF Trust (SPY) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Walmart, Inc. (WMT) Spacemesh (SMH) CatCoin (CAT) Starbucks Corporation (SBUX) Boeing Co (BA) Meta Platforms, Inc. (META) Metadium (META) Amazon.com, Inc. (AMZN) Cisco Systems Inc (CSCO) Reddit, Inc. (RDDT) Advanced Micro Devices (AMD) Equinix Inc (EQIX) Airbnb, Inc. (ABNB) Rivian Automotive, Inc. (RIVN) Applied Materials, Inc. (AMAT) CBRE Group Inc (CBRE) Pfizer, Inc. (PFE) Target Corporation (TGT) Biogen Inc (BIIB) Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) Bank of Hawaii Corp. (BOH) Neurobro (BRO) Cincinnati Financial Corporation (CINF) Nucor, Corp. (NUE) Whirlpool Corporation (WHR) Phillips [--] (PSX) Verizon Communications Inc. (VZ) Centene Corp (CNC) GSK plc (GSK) Eli Lilly and Company (LLY) Mastercard, Inc. (MA) Merck & Co., Inc. (MRK) Bristol-Myers Squibb Co (BMY) Intercontinental Exchange Inc (ICE) Decentral Games ICE (ICE) Stryker Corporation (SYK) Enbridge, Inc (ENB) Franklin Resources, Inc. (BEN) Constellation Brands, Inc. Class A (STZ) Sherwin-Williams Co (SHW) Oracle Corporation (ORCL) Fastenal Company (FAST) Procter & Gamble (PG) Schlumberger NV (SLB) Progressive Corp (PGR) IBM (IBM)

Top Social Posts

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

"Key Economic Indicators on Tap Today (ET) 8:30 AM: Initial Jobless Claims Continuing Jobless Claims For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-05T11:50Z 259.1K followers, [----] engagements

"Key Events Tomorrow (ET) 10:30 AM: EIA Natural Gas Stockpiles [--] PM: Fed Governor Bowman on Supervision & Regulation Other: Edwards Lifesciences $EW Investor Day Goldman Industrial Conference UBS Technology Conference For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1996347589482946958 http://bespokepremium.com https://twitter.com/i/web/status/1996347589482946958"
X Link 2025-12-03T22:35Z 259.1K followers, [----] engagements

"Key Events Tomorrow (ET) 10:30 AM: DoE Energy Inventories 6:30 AM: Fed Governor Cook Discusses Economy Other: Costco $COST January Sales Western Digital $WDC Investor Day For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-03T22:35Z 259.1K followers, [----] engagements

"CH Robinson $CHRW Equinix $EQIX Airbnb $ABNB Rivian $RIVN and $AMAT are some of the stocks we discussed at today. http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-13T02:30Z 259.1K followers, [----] engagements

"Long-term investing isn't about timing. It's about time. WATCH:"
X Link 2025-04-24T17:29Z 259.1K followers, 244.3K engagements

"The semis ETF $SMH has now round-tripped a 10% gain in the last month. Stairs up elevator down"
X Link 2026-02-04T17:46Z 259.1K followers, 13.1K engagements

"The current bull market -- the "AI Bull" -- has eclipsed the 1200-day mark. This is the 10th bull market to last 1000+ days based on the 20% rally/decline threshold. Bear markets on average are much shorter at just [---] days with the longest being [---] days back in 1973/74. https://twitter.com/i/web/status/2021349572669313331 https://twitter.com/i/web/status/2021349572669313331"
X Link 2026-02-10T22:24Z 259.1K followers, 23K engagements

"Caterpillar $CAT is up another 4% in early trading; has now more than doubled in the last year"
X Link 2026-02-11T14:49Z 259.1K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: Baxter $BAX CBRE $CBRE Howmet Aerospace $HWM Restaurant Brands International $QSR Zoetis $ZTS After the Close: Airbnb $ABNB Applied Materials $AMAT Arista Networks $ANET Coinbase Global $COIN DraftKings $DKNG Expedia $EXPE Ingersoll-Rand $IR Rivian Automotive $RIVN Toast $TOST Wynn Resorts $WYNN For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-11T22:30Z 259.1K followers, [----] engagements

"Software ETF $IGV now basically flat over the last five years. $SPY up 75%"
X Link 2026-02-12T16:20Z 259.1K followers, 77.8K engagements

"These were three key areas of focus in our reports today. Start a trial at to read the full reports and join our member community. http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-13T02:22Z 259.1K followers, [----] engagements

"A quick snapshot of market technicals after a rough day for the major indices Join us at to read our daily commentary. http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-13T02:31Z 259.1K followers, [----] engagements

"Looks like traders haven't figured out how AI is going to crush homebuilders.🤷♂"
X Link 2026-02-13T14:34Z 259.1K followers, [----] engagements

"A list of last year's most "beaten down blue-chips" that we featured shows nice bounces this year for just over half of them. Target $TGT Starbucks $SBUX Biogen $BIIB Pfizer $PFE and Boeing $BA all up 10%+ YTD"
X Link 2026-02-13T17:01Z 259.1K followers, [----] engagements

"The two deciles of Russell [----] stocks with the highest price to sales ratios are the only two that are down YTD on average. The remaining 80% of stocks are up pretty significantly already"
X Link 2026-02-14T15:19Z 259.1K followers, 24.8K engagements

"The three FAANG stocks that were publicly traded at the time of its IPO [--] years ago have all outperformed Google. NFLX - 13364% AAPL - 9009% AMZN - 4454% GOOGL - 2675% https://www.bespokepremium.com/think-big-blog/biggest-winners-since-google-ipo/ https://www.bespokepremium.com/think-big-blog/biggest-winners-since-google-ipo/"
X Link 2019-08-19T14:14Z 259K followers, [--] engagements

"UPDATE: Heres how the Nasdaq is tracking at [---] days since the release of ChatGPT versus the release of Netscape in December 1994"
X Link 2025-06-28T14:33Z 259K followers, 473.8K engagements

"Key Earnings Reports on Monday Before the Open: Bank of Hawaii $BOH Enterprise Products $EPD After the Close: Brown & Brown $BRO Cadence Design $CDNS Cincinnati Financial $CINF Hartford Financial $HIG Nucor $NUE Olin $OLN Principal Financial $PFG Universal Health $UHS Waste Management $WM Welltower $WELL Western Union $WU Whirlpool $WHR For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2025-07-25T21:30Z 259K followers, [----] engagements

"Today was the S&P's worst breadth day ever for an "up" day. Since [----] the S&P has never had weaker breadth on a day that it closed positive. The index closed up 0.23% with a net advance/decline line of [----]. There were [---] stocks up and [---] down. 🤮"
X Link 2025-10-28T20:54Z 259K followers, 1.3M engagements

"Key Earnings Reports Tomorrow Before the Open: Boeing $BA Caterpillar $CAT Centene $CNC Flex $FLEX GE HealthCare $GEHC GlaxoSmithKline $GSK Otis Worldwide $OTIS Phillips [--] $PSX Verizon $VZ After the Close: Alphabet $GOOG MercadoLibre $MELI Meta Platforms $META Microsoft $MSFT ServiceNow $NOW Starbucks $SBUX For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2025-10-28T21:30Z 259K followers, 11.1K engagements

"Another weak breadth stat: The S&P [---] is more than [--] standard deviations above its 50-DMA yet more stocks in the index are oversold than overbought. Has only happened three other times since 2007"
X Link 2025-10-29T18:44Z 258.8K followers, 87.3K engagements

"Key Earnings Reports Tomorrow Before the Open: Bristol-Myers $BMY Comcast $CMCSA Intercontinental Exchange $ICE Kimberly-Clark $KMB L3Harris $LHX Eli Lilly $LLY Cheniere Energy $LNG Mastercard $MA Merck $MRK Quanta Services $PWR After the Close: Apple $AAPL Amazon $AMZN Gilead Sciences $GILD Stryker $SYK Western Digital $WDC For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1983647656149716996 http://bespokepremium.com https://twitter.com/i/web/status/1983647656149716996"
X Link 2025-10-29T21:30Z 259K followers, 10.2K 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 http://bespokepremium.com http://bespokepremium.com"
X Link 2025-11-06T22:30Z 259K followers, [----] 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 http://bespokepremium.com http://bespokepremium.com"
X Link 2025-11-11T22:30Z 259K followers, [----] engagements

"Key Events Tomorrow Investor Days: Arthur J. Gallagher $AJG Vital Farms $VITL For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2025-12-15T22:35Z 259K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: Acuity $AYI Commercial Metals $CMC Helen of Troy $HELE RPM $RPM After the Close: Greenbrier $GBX For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-01-07T22:30Z 259K followers, [----] engagements

"Q4 [----] Earnings Conference Call Quotes Thread🧵"
X Link 2026-01-08T21:53Z 259K followers, 53.6K engagements

"Constellation Brands $STZ: "Relative to the beer category overall it still remains challenged. And it's largely around the Hispanic consumer. 75% of the Hispanic consumers are very concerned about the socioeconomic environment." Garth Hankinson CFO"
X Link 2026-01-08T21:53Z 259K followers, 10.2K engagements

"A different type of market so far to start [----]. Best performing Dow stocks: Boeing $BA and Sherwin Williams $SHW up 10%+. Worst performing Dow stocks: Apple $AAPL and Cisco $CSCO down 4%"
X Link 2026-01-13T12:52Z 258.8K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: Taiwan Semi $TSM BlackRock $BLK First Horizon $FHN Goldman Sachs $GS Morgan Stanley $MS After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-01-14T22:31Z 258.8K followers, [----] engagements

"Wells Fargo $WFC: "We look at things like checking accounts with unemployment flows direct deposit amounts overdraft activity and payment outflows and we've not observed meaningful shifts in trends." Charlie Scharf CEO"
X Link 2026-01-15T18:47Z 259K followers, [----] engagements

"H.B. Fuller $FUL: "The greatest acceleration that I saw in Q4 was China. China was really exciting because we finally saw a bounce-back there that took it to a level that it had historically operated at." Celeste Mastin CEO"
X Link 2026-01-15T21:38Z 259K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: M&T Bank $MTB PNC $PNC Regions Financial $RF State Street $STT After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-01-15T22:31Z 258.8K followers, [----] engagements

"Oracle $ORCL credit default swaps (CDS) have stabilized recently but remain elevated:"
X Link 2026-01-17T17:05Z 258.7K followers, [----] engagements

"D.R. Horton $DHI: "We continue to see just shy of 20% of our buyers utilizing our mortgage company are utilizing gift funds to make that purchase." Jessica Hansen Head of Investor Relations"
X Link 2026-01-20T19:39Z 258.8K followers, [----] engagements

"Fastenal $FAST: "I'm not going to get too deep into the pricing piece because we've done such an excellent job of being wrong every time we talk about it in [----] that at some point you learn the wisdom of not talking about it." Daniel Florness CEO"
X Link 2026-01-20T21:48Z 258.8K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: Abbott Labs $ABT FirstService $FSV Freeport-McMoRan $FCX GE Aerospace $GE McCormick $MKC Northern Trust $NTRS Procter & Gamble $PG After the Close: Alaska Air $ALK Alcoa $AA Capital One $COF CSX $CSX Intel $INTC Intuitive Surgical $ISRG For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-01-21T22:30Z 259K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: Booz Allen Hamilton $BAH SLB $SLB After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-01-22T22:30Z 259K followers, [----] engagements

"Key Events Tomorrow (ET) [--] PM: Baker Hughes Rig Count For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-01-22T22:36Z 259K followers, [----] engagements

"Southern Copper's $SCCO market cap is now up to $144.5 billion 👀 You just can't own enough Copper. Billionaire Robert Friedland sums it up perfectly. You people have no idea whatsoever what were facing. Were consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth with no https://t.co/EXEP79fuh3 You just can't own enough Copper. Billionaire Robert Friedland sums it up perfectly. You people have no idea whatsoever what were facing. Were consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3%"
X Link 2026-01-23T12:55Z 258.8K followers, 11.4K engagements

"Procter & Gamble $PG: "AI and GenAI capability help our teams to discover consumer-relevant insights at every step of the consumer path to purchase grounded in a unifying brand idea. We are creating individual touchpoint experiences for each consumer at a time." Shailesh Jejurikar CEO https://twitter.com/i/web/status/2014780590998884521 https://twitter.com/i/web/status/2014780590998884521"
X Link 2026-01-23T19:21Z 258.8K followers, [----] engagements

"Key Earnings Reports on Monday Before the Open: Bank of Hawaii $BOH Steel Dynamics $STLD After the Close: Brown & Brown $BRO Crane $CR Graco $GGG Nucor $NUE Sanmina $SANM W.R. Berkley $WRB Western Alliance $WAL For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-01-23T22:30Z 259K followers, [----] engagements

"UnitedHealth is having its 5th-worst day relative to the S&P [---] since [----]. $UNH"
X Link 2026-01-27T16:33Z 258.9K followers, [----] engagements

"Polaris $PII: "I do think that there's a lot going on in our country right now and I think that just has people kind of standing back and waiting if they don't absolutely have to make a purchase they're not going to make it." Michael Speetzen CEO"
X Link 2026-01-27T21:47Z 258.8K followers, [----] engagements

"Key Events Tomorrow (ET) [--] PM: FOMC Rate Decision 2:30 PM: Powell Press Conference Other: Progressive $PGR December Sales For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-01-27T22:35Z 258.9K followers, [----] engagements

"Through yesterday's close the Gold ETF has rallied at least 1% for six straight days. How much more precious can these metals get $GLD"
X Link 2026-01-28T17:07Z 259K followers, [----] engagements

"ASML $ASML: "Over the past quarters we have seen a notable increase in acceleration of capacity expansion planning across a large majority of our customer base." Christophe Fouquet CEO"
X Link 2026-01-28T21:53Z 258.8K followers, [----] engagements

"Union Pacific $UNP: "In addition rail inflation is ticking up again. We expect slightly over 4% inflation in [----]. Our commitment to yielding price dollars that exceed inflation dollars has not changed but price may not be a driver of our improving margins in 2026." Jennifer Hamann CFO https://twitter.com/i/web/status/2016631020649664666 https://twitter.com/i/web/status/2016631020649664666"
X Link 2026-01-28T21:54Z 258.8K followers, [----] engagements

"IBM $IBM is set to open up 9% this morning following earnings after the close yesterday. Prior to this higher open IBM had opened down by at least 5% following each of its last three quarterly earnings reports:"
X Link 2026-01-29T13:45Z 259K followers, [----] engagements

"Fresh multi-month lows for Bitcoin $BTC now down close to 20% YoY. What does the future hold for crypto"
X Link 2026-01-29T18:48Z 258.7K followers, 12.4K engagements

"The two mega-caps with the largest revenue exposure to OpenAI (potentially IPOing this summer) Microsoft $MSFT and Oracle $ORCL have seen their combined market cap fall by $1.1 trillion since the 10/28 peak"
X Link 2026-01-29T22:29Z 258.9K followers, 14K engagements

"Key Earnings Reports Tomorrow Before the Open: Autoliv $ALV Aon $AON Air Products $APD American Express $AXP Franklin Resources $BEN Church & Dwight $CHD Charter $CHTR Colgate-Palmolive $CL Canadian National Rail $CNI Chevron $CVX LyondellBasell $LYB Regeneron Pharma $REGN Verizon $VZ Exxon Mobil $XOM After the Close: None For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/2017002439212171616 http://bespokepremium.com https://twitter.com/i/web/status/2017002439212171616"
X Link 2026-01-29T22:30Z 259K followers, [----] engagements

"Key Earnings Reports on Monday Before the Open: Aptiv $APTV Revvity $RVTY Tyson Foods $TSN Walt Disney $DIS After the Close: DaVita $DVA Fabrinet $FN Healthpeak Properties $DOC NJ Resources $NJR NXP Semi $NXPI Palantir $PLTR Simon Properties $SPG Teradyne $TER Woodward $WWD For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/2017364702897312155 http://bespokepremium.com https://twitter.com/i/web/status/2017364702897312155"
X Link 2026-01-30T22:30Z 259K followers, [----] engagements

"Key Economic Indicators on Tap Today (ET) [--] AM: ISM Manufacturing For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-02T11:50Z 258.8K followers, [----] engagements

"Walmart $WMT and Ford $F have nice uptrending price charts that bulls like to see. Not a lot of these out there after the choppiness weve seen over the last six months"
X Link 2026-02-02T14:17Z 258.8K followers, [----] engagements

"Coca Cola $KO broke out to new all-time highs to end last week as investors rotate into more defensive names:"
X Link 2026-02-02T14:19Z 258.8K followers, 23K engagements

"Meta Platforms $META: "I just think the fact that agents are really starting to work now is quite profound and we're already starting to see that the people who adopt them are just being significantly more productive." Mark Zuckerberg CEO"
X Link 2026-02-02T17:00Z 258.8K followers, [----] engagements

"Walmart $WMT is rapidly approaching "$1 trillion market cap" status.now at $983 billion"
X Link 2026-02-02T18:48Z 258.9K followers, [----] engagements

"It's a triple play evening with [--] of the [--] companies that have reported after the close reporting triple plays (beat EPS beat sales raised guidance): DaVita $DVA Fabrinet $FN NJ Resources $NJR Palantir $PLTR Teradyne $TER Woodward $WWD"
X Link 2026-02-02T21:44Z 258.8K followers, [----] engagements

"Walmart $WMT surged 4% today and is now less than $12 billion in market cap away from joining the "Trillion Dollar Market Cap" club"
X Link 2026-02-02T21:45Z 258.9K followers, 21.8K engagements

"Swift plunge of 1.5% for the Nasdaq [---] $QQQ after a higher open. Software $IGV leading the way. Nasty action once again this morning"
X Link 2026-02-03T15:09Z 258.8K followers, [----] engagements

"DocuSign $DOCU is now down 51% over the last year and 81% over the last five years. Front and center in the "AI will eat SaaS" trade"
X Link 2026-02-03T16:07Z 258.8K followers, [----] engagements

"Walmart $WMT now trades at 49.3x trailing 12-month earnings"
X Link 2026-02-03T18:30Z 259K followers, [----] engagements

"Software still trades at 8x sales btw"
X Link 2026-02-04T12:33Z 258.9K followers, 19.9K engagements

"Our private equity stock basket has broken down hard. It has now made two key lower highs after peaking a year ago. Still above its April tariff tantrum lows though"
X Link 2026-02-04T12:58Z 258.7K followers, 12.3K engagements

"Salesforce $CRM has [-----] employees"
X Link 2026-02-04T14:11Z 258.9K followers, 10.6K engagements

"Reddit $RDDT is now down 40% since 1/13. 👀"
X Link 2026-02-04T14:56Z 258.9K followers, 20.8K engagements

"Pure carnage this morning is someone getting margin called"
X Link 2026-02-04T15:19Z 258.8K followers, 13.4K engagements

"Bitcoin is down 40% since its October high. Is that a double bear market"
X Link 2026-02-04T15:37Z 258.8K followers, [----] engagements

"The last three Fed Days have been kryptonite for the bulls. The 10/29 12/10 and now 1/28 FOMC meetings marked short-term peaks for the Nasdaq [---] $QQQ. All three stopped rallies in their tracks"
X Link 2026-02-04T16:27Z 259K followers, 12.7K engagements

"Fresh intraday lows for the Nasdaq [---] $QQQ now down 1.75% on the day and 3.25% since Monday's close"
X Link 2026-02-04T16:44Z 258.8K followers, [----] engagements

"AMD's $AMD 16.5% decline today would be its third biggest one-day drop following earnings since [----] when our earnings database begins. The two bigger drops were on 5/2/17 (-24.2%) and 10/19/23 (-16.8%)"
X Link 2026-02-04T17:12Z 258.8K followers, [----] engagements

"Salesforce $CRM and Disney $DIS have market caps just below $200 billion. If you had to pick one which will have the bigger market cap [--] years from today Disney Salesforce Disney Salesforce"
X Link 2026-02-04T17:35Z 258.9K followers, [----] engagements

"The rush into Consumer Staples has been just as dramatic as the exit from Software. Staples now has a 14-day RSI of [----] something not seen since [----]. The sector is also [---] standard deviations above its 200-DMA. It hasn't been this overbought since the end of [----]. $XLP"
X Link 2026-02-04T19:04Z 258.9K followers, 96.5K engagements

"@Variety Cap-weighted retail stock ETF $RTH: down 0.6% today Equal-weight retail stock ETF $XRT: up 1.8% today Seeing broadening in retail now as well"
X Link 2026-02-04T20:09Z 259K followers, [----] engagements

"Key Events Tomorrow (ET) 10:30 AM: EIA Natural Gas Inventories Other: Fastenal $FAST January Sales For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-04T22:35Z 258.8K followers, [----] engagements

"Strategy $MSTR closed at $455.90 last July 16th. It's trading at $119.60 ahead of this morning's open"
X Link 2026-02-05T13:42Z 258.8K followers, 11.9K engagements

"Today's Economic Indicators Results Initial Jobless Claims: 231k vs 212k est.🔴 Continuing Jobless Claims: 1844k vs 1850k est.🟢 For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-05T14:34Z 259K followers, [----] engagements

"10-year yield down to 4.20"
X Link 2026-02-05T18:31Z 258.9K followers, [----] engagements

"What is it with Fed Days recently that they keep marking short-term tops"
X Link 2026-02-05T20:35Z 258.7K followers, 11.1K engagements

"The average large-cap software stock is now DOWN since the tariff tantrum closing low on 4/8/25:"
X Link 2026-02-05T20:47Z 258.7K followers, 11.5K engagements

"Bitcoin cut in half"
X Link 2026-02-05T20:57Z 258.7K followers, 19.1K engagements

"96th time the Nasdaq [---] has fallen 1%+ for three straight days. Average next-day change has historically been +0.52% with positive returns 64% of the time"
X Link 2026-02-05T21:20Z 259K followers, [----] engagements

"Warsh confirmed by May 1st odds have dipped a bit down to 58% on @Kalshi"
X Link 2026-02-05T21:49Z 258.8K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: AerCap $AER AutoNation $AN Biogen $BIIB Carlyle $CG Cboe Global Markets $CBOE Centene $CNC Newell Brands $NWL Philip Morris $PM Piper Sandler $PIPR Plains All American $PAA Under Armour $UAA After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-05T22:30Z 259K followers, [----] engagements

"Great chart showing how median listing price for homes has flat-lined since mid-2022: http://Realtor.com http://Realtor.com"
X Link 2026-02-06T01:47Z 258.7K followers, [----] engagements

"99th percentile outperformance for value over growth over the last six days:"
X Link 2026-02-06T01:49Z 258.7K followers, 15.9K engagements

"Quote of the Day - I have wondered at times what the Ten Commandments would have looked like if Moses had run them through the US Congress. Ronald Reagan"
X Link 2026-02-06T13:47Z 258.7K followers, [----] engagements

"So you want to see some charts Large-cap software lately:"
X Link 2026-02-06T13:54Z 258.8K followers, 13.1K engagements

"Mega-cap stocks are no longer rallying together with $MSFT $TSLA $AVGO $NVDA and $AMZN all down sharply early in [----]. One exception is $GOOGL which rebounded intraday yesterday after initially falling 8% on news of a huge CapEx boost. Ready today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-6-26-stayin-alive https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-6-26-stayin-alive"
X Link 2026-02-06T14:06Z 258.8K followers, [----] engagements

"The S&P [---] was down this week. But. .breadth was positive [--] out of [--] days. The Equal Weight S&P [---] was up over 2%. The Russell [----] was up over 2%"
X Link 2026-02-06T21:58Z 258.9K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: Apollo Global Management $APO Becton Dickinson $BDX Cleveland-Cliffs $CLF Kyndryl $KD After the Close: Aecom Tech $ACM Amkor $AMKR Cincinnati Financial $CINF Goodyear Tire $GT Manitowoc $MTW Medpace $MEDP ON Semi $ON For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-06T22:30Z 259K followers, [----] engagements

"Key Events Tomorrow (ET) 1:30 PM: Fed Governor Waller on Digital Assets 3:15 PM: Atlanta Fed President Bostic on Panel Conversation Other: UBS Financial Services Conference For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-06T22:36Z 258.8K followers, [----] engagements

"Interesting to look at Bitcoin drawdowns and where it has made 52-week lows over time:"
X Link 2026-02-07T12:21Z 259K followers, 15.3K engagements

"The Stats Behind Super Bowl Sunday # via @bespokeinvest https://www.bespokepremium.com/interactive/posts/think-big-blog/the-stats-behind-super-bowl-sunday https://www.bespokepremium.com/interactive/posts/think-big-blog/the-stats-behind-super-bowl-sunday"
X Link 2026-02-08T02:00Z 258.8K followers, [----] engagements

"In the [--] years that the NFC won the Super Bowl the S&P 500's average gain for the rest of the year was 9.6%with positive returns 77% of the time. In the [--] years that the AFC came out on top the S&P 500's average rest of year gain was 7.0% with gains 72% of the time"
X Link 2026-02-08T14:27Z 258.8K followers, [----] engagements

"The Seahawks have previously appeared in 3Super Bowls winning one and losing two. In the two years they lost the S&P [---] averaged a gain of 7.3% for the remainder of the year with gains both times. After they won in [----] the S&P [---] rallied 15.5% through year-end"
X Link 2026-02-08T14:28Z 258.8K followers, [----] engagements

"The S&P 500's average rest of year gain after a Super Bowl blowout (21 or more points) has been 12.9% with positive returns [--] out of [--] times. In the [--] years when the game was decided by a field goal or less the S&P 500's average rest of year gain was 3.1% with positive returns [--] out of [--] times. https://twitter.com/i/web/status/2020505227758063727 https://twitter.com/i/web/status/2020505227758063727"
X Link 2026-02-08T14:29Z 258.8K followers, [----] engagements

"A "Puppet" Production. The infamous ad in2000 required a massive production team of [---] people [--] companies and a 20-piece orchestra; the company liquidated and went defunct less than a year later. (Source: Sports Business Journal) http://Pets.com http://Pets.com"
X Link 2026-02-08T14:52Z 259K followers, [----] engagements

"The 20% Inventory Takeover. In [----] [--] different companies with ".com" in their name bought airtime accounting for nearly 20% of the total available ad spots. (Source: Wikipedia)"
X Link 2026-02-08T15:05Z 258.8K followers, [----] engagements

"Amazon holds the record for the most expensive Super Bowl commercial with its Alexa Mind Reader ad in [----] that ran [--] seconds and featured real-life couple Scarlett Johansson and Colin Jost. The cost to produce and air the ad was $26 million. (Source: Qualtrics)"
X Link 2026-02-08T17:19Z 258.8K followers, [----] engagements

"The "Crispy Equator" Consumption. For Super Bowl LX Americans are projected to consume [----] billion chicken wings; if laid end-to-end they would circle the Earth nearly three times. (Source: National Chicken Council)"
X Link 2026-02-08T17:20Z 258.8K followers, [----] engagements

"Sick Day Sunday. An estimated [----] million Americans plan on calling in sick to work the Monday after the Super Bowl making it one of the least productive workdays of the year. (Source: The Journal Record)"
X Link 2026-02-08T17:20Z 258.9K followers, 10.4K engagements

"The [----] matchup (Patriots vs. Seahawks) is the first since [----] to feature two teams that both had preseason odds of 50-1 or longer to make the game. (Source: CBS Sports)"
X Link 2026-02-08T21:13Z 258.8K followers, [----] engagements

"The Dow finally closed above 50k for the first time ever heading into Super Bowl weekend. Did anyone even notice"
X Link 2026-02-08T21:51Z 258.8K followers, [----] engagements

"Wow The Russell [----] has outperformed the Nasdaq [---] over the last year. $IWM $QQQ"
X Link 2026-02-08T21:56Z 259K followers, 17.3K engagements

"Unreal move for Consumer Staples $XLP to start the year:"
X Link 2026-02-09T13:29Z 258.9K followers, [----] engagements

"Even Target $TGT has been taking part in the big rally in Consumer Staples to start the year:"
X Link 2026-02-09T14:06Z 259K followers, [----] engagements

"Since peaking last October the Nasdaq [---] has slid while the Russell [----] and equal-weight S&P [---] have climbed with small caps outperforming QQQ. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-9-26-hangover-day https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-9-26-hangover-day"
X Link 2026-02-09T14:16Z 259K followers, [----] engagements

"The wall of worry still appears to be quite steep. via @WSJ https://www.wsj.com/finance/stocks/stocks-sharp-rebound-is-only-making-investors-more-nervous-fcd2c58ast=i741ew https://www.wsj.com/finance/stocks/stocks-sharp-rebound-is-only-making-investors-more-nervous-fcd2c58ast=i741ew"
X Link 2026-02-09T16:12Z 258.8K followers, [----] engagements

"Win or lose every time the @Seahawks have played in the Super Bowl the S&P [---] was higher at year-end than it was at kickoff"
X Link 2026-02-09T17:35Z 259K followers, [----] engagements

"Key Events Tomorrow (ET) [--] PM: Cleveland Fed President Hammack in Columbus [--] PM; Dallas Fed President Logan in Austin Other: Bank of America Financial Services Conference For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-09T22:35Z 258.9K followers, [----] engagements

"Key Economic Indicators on Tap Today (ET) [--] AM: NFIB Small Business 8:30 AM: Employment Cost Index Retail Sales - Ex Autos [--] AM: Business Inventories For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-10T11:50Z 258.9K followers, [----] engagements

"10-year down to [----] after the 8:30 data"
X Link 2026-02-10T13:32Z 258.9K followers, [----] engagements

"Here's a look at price charts for key US index ETFs heading into today's open. The S&P $SPY has managed to bounce three times in the last couple months after selloffs of roughly 2.6%"
X Link 2026-02-10T13:52Z 258.9K followers, [----] engagements

"Today's Economic Indicators Results NFIB Small Business Optimism: [----] vs [----] est.🔴 Employment Cost Index: 0.7% vs 0.8% est.🔴 Retail Sales: 0.0% vs 0.4% est.🔴 Retail Sales Ex Autos: 0.0% vs 0.4% est.🔴 Business Inventories: 0.1% vs 0.2% est.🔴 For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-10T16:40Z 258.9K followers, [----] engagements

"Here's the S&P [---] in log scale with bull and bear markets shaded. Bears are short and steep. Bulls long and steady. https://www.bespokepremium.com/bespoke-member-plans/ https://www.bespokepremium.com/bespoke-member-plans/"
X Link 2026-02-10T22:26Z 258.9K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: Hilton $HLT Humana $HUM Kraft Heinz $KHC Shopify $SHOP SharkNinja $SN Tenet Healthcare $THC T-Mobile $TMUS After the Close: AppLovin $APP Cisco $CSCO Equinix $EQIX International Flavors $IFF McDonald's $MCD Motorola $MSI Pilgrim's Pride $PPC For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-10T22:30Z 259K followers, [----] engagements

"Key Events Tomorrow (ET) 10:15 AM: Fed Governor Bowman at Investment Conference 10:30 AM: DoE Energy Inventories [--] PM: CLE Fed President Hammack in Columbus Other: T-Mobile $TMUS Investor Day Bank of America Financial Services Conference For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-10T22:35Z 259K followers, [----] engagements

"Key Economic Indicators on Tap Today (ET) 8:30 AM: Non Farm Payrolls Unemployment Rate Avg Hourly Earnings Avg Weekly Hours For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-11T11:50Z 258.9K followers, [----] engagements

"Here's a clear look at the recent outperformance of the S&P [---] Equal Weight $RSP versus the cap-weighted S&P [---] $SPY:"
X Link 2026-02-11T14:01Z 259K followers, [----] engagements

"The "SaaS is dead" trade hit hard right at 9:35 AM ET with the usuals trading sharply lower as the rest of the market spikes"
X Link 2026-02-11T14:43Z 258.9K followers, [----] engagements

"Sector ETF performance (with software and semis included) tells the story of today:"
X Link 2026-02-11T18:50Z 258.9K followers, [----] engagements

"It's like the dividend ETFs were shot out of a cannon at the start of 2026.$DVY"
X Link 2026-02-11T23:58Z 259K followers, [----] engagements

"S&P [---] Growth ETF $IVW: -1.32% YTD DJ Dividend ETF $DVY: +11.15% YTD"
X Link 2026-02-11T23:58Z 259K followers, [----] engagements

"Key Economic Indicators on Tap Today (ET) 8:30 AM: Initial Jobless Claims Continuing Jobless Claims [--] AM: Existing Home Sales For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-12T11:50Z 259K followers, [----] engagements

"AB-InBev $BUD reported earnings showing record-low sales volume in North America in Q4. The chart tells the story. That said the guide wasn't horrible"
X Link 2026-02-12T13:31Z 259K followers, [----] engagements

"Today's Economic Indicators Results Initial Jobless Claims: 227k vs 223k est.🔴 Continuing Jobless Claims: 1862k vs 1850k est.🔴 Existing Home Sales: 3.91m vs 4.15m est.🔴 For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-12T15:11Z 259K followers, [----] engagements

"Fresh lows for Netflix $NFLX today as it falls another 3%. Now down 42.5% from June [----] highs and 25% over the last year"
X Link 2026-02-12T15:21Z 259K followers, 10.8K engagements

"Staples up another 1% Software down another 1%. What else is new"
X Link 2026-02-12T15:36Z 259K followers, [----] engagements

"Reddit $RDDT now cut in half since September down 42% over the last six months"
X Link 2026-02-12T15:53Z 259K followers, [----] engagements

"Yes Claud made a big jump. Been using ChatGPT for years and finally downloaded Claude tonight. I asked ChatGPT to put together a comprehensive summary of everything it knows about me and copied and pasted it into Claude. Holy smokes Been using ChatGPT for years and finally downloaded Claude tonight. I asked ChatGPT to put together a comprehensive summary of everything it knows about me and copied and pasted it into Claude. Holy smokes"
X Link 2026-02-12T16:11Z 259K followers, 18.2K engagements

"The average stock reporting earnings this season has seen a one-day absolute move of 6.65%. [---] of the [---] stocks that have reported have fallen 10%+ while [--] have risen 10%+"
X Link 2026-02-12T17:18Z 259K followers, [----] engagements

"4.10 on the 10-year"
X Link 2026-02-12T18:46Z 259K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: Advance Auto Parts $AAP Cameco $CCJ Enbridge $ENB Magna $MGA TC Energy $TRP Wendy's $WEN After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-12T22:30Z 259.1K followers, [----] engagements

"Here's a look at the Nasdaq 100's action in the year leading up to and the year after its March [----] peak versus its actin in the year leading up to its 10/29/25 peak. $QQQ"
X Link 2026-02-12T22:53Z 259.1K followers, 15.9K engagements

"A quick rundown of the trading day as shown in our daily wrap commentary. Interesting that credit markets are showing little concern for some of these stocks getting bombed"
X Link 2026-02-13T02:26Z 259.1K followers, [----] engagements

"Key Economic Indicators on Tap Today (ET) 8:30 AM: CPI Core CPI For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-13T11:50Z 259.1K followers, [----] engagements

"Morning Note - Leaders of the Physical and Digital Economies Fall https://open.substack.com/pub/bespokeinvest/p/morning-note-leaders-of-the-physicalr=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bespokeinvest/p/morning-note-leaders-of-the-physicalr=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-13T14:07Z 259.1K followers, [----] engagements

"Transports fell 2.5% and Semis tumbled more than 4% yesterday. History shows this rare dual pullback from 52-week highs hasn't signaled past market cycle peaks offering bulls some comfort heading into the long weekend. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-13-26-leaders-of-the-physical-and-digital-economies-fall https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-13-26-leaders-of-the-physical-and-digital-economies-fall"
X Link 2026-02-13T14:14Z 259.1K followers, [----] engagements

"CPI comes in cooler than expected. Headline at 0.2% MoM and 2.4% YoY. Core in-line"
X Link 2026-02-13T14:51Z 259.1K followers, [----] engagements

"In the AI era the new 9-5 in the workplace is working until your daily allotment of Claude tokens runs out"
X Link 2026-02-13T21:15Z 259.1K followers, [----] engagements

"This week's Bespoke Report is titled "AI Boom to AI Doom." Start a trial to read the full 38-page report over the long weekend: https://www.bespokepremium.com/interactive/posts/think-big-blog/the-bespoke-report-ai-boom-to-ai-doom https://www.bespokepremium.com/interactive/posts/think-big-blog/the-bespoke-report-ai-boom-to-ai-doom"
X Link 2026-02-13T22:43Z 259.1K followers, [----] engagements

"Software $IGV is basically flat over the last five years while the semis $SMH are up 228%:"
X Link 2026-02-14T15:20Z 259.1K followers, 36.8K engagements

""Mentions of AI disruption on management calls almost doubled compared to the previous quarter." - Bloomberg"
X Link 2026-02-15T22:05Z 259.1K followers, [----] engagements

""About 30% of S&P [---] constituents were up or down at least 20% in the past three months" - @barronsonline"
X Link 2026-02-15T22:21Z 259.1K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: Albertsons $ACI Cal-Maine Foods $CALM MSC Industrial $MSM After the Close: Constellation Brands $STZ Jefferies $JEF PriceSmart $PSMT For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-01-06T22:30Z 259K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: Automatic Data $ADP ASML $ASML Danaher $DHR General Dynamics $GD Corning $GLW Progressive $PGR Starbucks $SBUX Teva Pharma $TEVA UBS $UBS After the Close: IBM $IBM Lam Research $LRCX Meta Platforms $META Microsoft $MSFT Tesla $TSLA Whirlpool $WHR For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/2016277541061861723 http://bespokepremium.com https://twitter.com/i/web/status/2016277541061861723"
X Link 2026-01-27T22:30Z 259K followers, [----] engagements

"Interactive Brokers $IBKR is already up 17.3% YTD; well ahead of the other major banks and brokers:"
X Link 2026-01-29T13:42Z 259K followers, [----] engagements

"HubSpot $HUBS was trading above $800/share last February; it's now at $280 and basically back to [----] bear market lows. Investors continue to bet that AI is coming for large-cap trad-SaaS companies in the years ahead"
X Link 2026-01-29T20:51Z 259K followers, 11.4K engagements

"Key Earnings Reports Tomorrow Before the Open: ADM $ADM Eaton $ETN Graphic Packaging $GPK Illinois Tool Works $ITW Marathon Petroleum $MPC Merck $MRK PepsiCo $PEP Pfizer $PFE After the Close: Advanced Micro Devices $AMD Amgen $AMGN Chubb $CB Clorox $CLX Chipotle Mexican Grill $CMG Mondelez International $MDLZ For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-02T22:30Z 259K followers, [----] engagements

"Key Events Tomorrow1 (ET) [--] PM: Fed Vice Chair Jefferson on Economy [--] PM: Baker Hughes Rig Count For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-05T22:35Z 259K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: Ally Financial $ALLY Charles Schwab $SCHW Citizens Financial $CFG Halliburton $HAL Johnson & Johnson $JNJ Prologis $PLD TE Connectivity $TEL Travelers $TRV Truist $TFC After the Close: CACI International $CACI Kinder Morgan $KMI Knight-Swift $KNX For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/2013740822835974475 http://bespokepremium.com https://twitter.com/i/web/status/2013740822835974475"
X Link 2026-01-20T22:30Z 259K followers, [----] engagements

"Energy and Materials still lead in [----] with Energy the only sector in extreme overbought territory. All but one of the sector's components in the S&P [---] is higher YTD led by Schlumberger $SLB and Baker Hughes $BKR. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-1-29-26-energized-energy https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-1-29-26-energized-energy"
X Link 2026-01-29T14:05Z 259K followers, [----] engagements

"Key Events Tomorrow (ET) [--] PM: Baker Hughes Rig Count [--] PM: Fed Governor Bowman on Monetary Policy Investor Days: Brookdale Senior Living $BKD Church & Dwight $CHD For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-01-29T22:35Z 259K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: AbbVie $ABBV Boston Scientific $BSX Cencora $COR Eli Lilly $LLY Equifax $EFX GlaxoSmithKline $GSK Johnson Controls $JCI Old Dominion $ODFL Phillips [--] $PSX Stanley Black & Decker $SWK Uber $UBER Yum Brands $YUM After the Close: Allstate $ALL Alphabet $GOOG Arm $ARM Crown $CCK Crown Castle $CCI McKesson $MCK O'Reilly Auto $ORLY Qualcomm $QCOM For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-03T22:30Z 259K followers, [----] engagements

"Semis are joining software to the downside today with $AMD plunging. The semis ETF $SMH is now down 8.5% over the last week"
X Link 2026-02-04T16:42Z 259K followers, [----] engagements

"Snowflake $SNOW is now down 42% in the last three months"
X Link 2026-02-04T18:35Z 259K followers, 15.1K engagements

"Key Earnings Reports Tomorrow Before the Open: Bristol-Myers $BMY Cardinal Health $CAH Carrier Global $CARR ConocoPhillips $COP Estee Lauder $EL Intercontinental Exchange $ICE Ralph Lauren $RL Cigna $CI After the Close: Amazon $AMZN Arrow Electronics $ARW Molina Healthcare $MOH Post $POST Reinsurance Group of America $RGA For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-04T22:30Z 259K followers, [----] engagements

"Software $IGV finished the week down 8.7%. The Dow [--] $DIA finished the week up 2.5%"
X Link 2026-02-06T21:27Z 259.1K followers, [----] engagements

"Reddit $RDDT gapped up $10+ on Friday following earnings only to immediately reverse and ultimately close down $11. Good example of the type of market its been lately"
X Link 2026-02-07T12:28Z 259.1K followers, [----] engagements

"The Nasdaq has gone essentially nowhere since September with its five-month trading range compressing to its narrowest range in nearly a decade. Historically these stretches tend to occur within healthy uptrends. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-11-26-boring-is-beautiful-mostly https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-11-26-boring-is-beautiful-mostly"
X Link 2026-02-11T14:26Z 259K followers, [----] engagements

"Key Events Tomorrow (ET) 10:30 AM: EIA Natural Gas Storage [--] PM: Dallas Fed President Logan and Gov Miran Speak in Texas Investor Days: Datadog $DDOG FedEx $FDX For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-11T22:35Z 259K followers, [----] engagements

"AI came for commercial real estate stocks today. AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers everyday is SAAS. What was today Commercial real estate services: $CBRE $JLL $CWK got smoked today all down 15% or more at one point. Why People are https://t.co/ldzHfygDl3 AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers everyday is SAAS. What was today Commercial real estate services: $CBRE $JLL $CWK got smoked today all down 15% or more at one point. Why People"
X Link 2026-02-11T23:08Z 259.1K followers, 20.4K engagements

"Based on what it's doing to software financial services commercial real estate and now freight $350 billion for Anthropic definitely seems cheap"
X Link 2026-02-12T16:53Z 259.1K followers, [----] engagements

"Equal weight $RSP is now down more on the day than cap-weighted $SPY. -1.3% vs. -1.15%"
X Link 2026-02-12T18:09Z 259.1K followers, [----] engagements

"Office REIT Wreckage https://open.substack.com/pub/bespokeinvest/p/office-reit-wreckager=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bespokeinvest/p/office-reit-wreckager=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-12T21:43Z 259.1K followers, [----] engagements

"Key Events Tomorrow (ET) [--] PM: Baker Hughes Rig Count [--] PM: Dallas Fed President Logan and Gov Miran Speak in TX For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-12T22:35Z 259K followers, [----] engagements

"RT @kimmonismus: Spotify revealed that its top engineers havent written a single line of code since December thanks to an internal AI sys"
X Link 2026-02-12T23:28Z 259K followers, [---] engagements

"Key Earnings Reports Tomorrow Before the Open: Blackstone $BX Caterpillar $CAT Honeywell $HON Lockheed Martin $LMT Mastercard $MA PulteGroup $PHM Sherwin-Williams $SHW Thermo Fisher $TMO Tractor Supply $TSCO After the Close: Apple $AAPL Sandisk $SNDK Stryker $SYK Visa $V Western Digital $WDC For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-01-28T22:31Z 259.1K followers, [----] engagements

"Campbell Soup $CPB Conagra $CAG General Mills $GIS all up 3%+ today as Tech and other growth areas get slammed for a second day. Clear defensive shift"
X Link 2026-01-30T20:28Z 259.1K followers, [----] engagements

"Key Events Tomorrow (ET) 9:40 AM: Fed Governor Bowman Speaks at Conference Other: Total Vehicle Sales Western Digital $WDC Investor Day For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-02T22:35Z 259.1K followers, [----] engagements

"Per Indeed data industries like software data IT and scientific research have been bleeding jobs for years while therapy sports doctors and electrical and civil engineering have jumped the most"
X Link 2026-02-05T18:41Z 259.1K followers, [----] engagements

"If you can hold down your breakfast here's a look at the largest software stocks in the $IGV ETF. Average distance from 50-DMA: -23.5% Average YTD % chg: -23%. It's February 6th"
X Link 2026-02-06T12:13Z 259.1K followers, [----] engagements

"Betting the Entire Seed Round. The startup famously spent $3 million of its $5.8 million in total seed funding on a single Super Bowl ad before the website had even officially launched. (Source: The Hustle) http://Computer.com http://Computer.com"
X Link 2026-02-08T15:04Z 259.1K followers, [----] engagements

"The QQQs have bounced back 2.9% since last Thursday's close. Still down 2.2% since last Tuesday's open. $QQQ"
X Link 2026-02-09T21:05Z 259.1K followers, [----] engagements

"Key Earnings Reports Tomorrow Before the Open: Aramark $ARMK AstraZeneca $AZN Coca-Cola $KO Ecolab $ECL Fiserv $FISV Marriott $MAR Quest Diagnostics $DGX Spotify $SPOT Wesco $WCC After the Close: American International $AIG Assurant $AIZ Ford Motor $F Insperity $NSP Mattel $MAT Robinhood $HOOD For more details start a trial at http://bespokepremium.com http://bespokepremium.com"
X Link 2026-02-09T22:30Z 259.1K followers, [----] engagements

"A tale of two markets. Software $IGV vs. S&P [---] Equal Weight $RSP:"
X Link 2026-02-11T23:59Z 259.1K followers, [----] engagements

"CME Group $CME and Nasdaq $NDAQ going in opposite directions recently"
X Link 2026-02-12T16:26Z 259.1K followers, [----] engagements

"Japan $EWJ Utilities $XLU and Australia $EWA have been the top three performing key ETFs this week while Bitcoin $IBIT natural gas $UNG and Financials $XLF have been the worst"
X Link 2026-02-13T02:24Z 259.1K followers, [----] engagements

"You can basically now set your clock to a big sell program in the first [--] minutes of the trading day"
X Link 2026-02-13T14:44Z 259.1K followers, [----] engagements

"Earlier this week we noted that this was the first time in the S&P 500's history that it went from overbought to oversold and back to overbought in the span of one week or less. Since then we've gone back into oversold territory"
X Link 2026-02-13T15:55Z 259.1K followers, 19.7K engagements

"The S&P [---] did something absolutely WILD this month: In under [--] weeks it swung from overbought to oversold to overbought and back to oversold. Dramamine anyone"
X Link 2026-02-14T17:08Z 259.1K followers, 75.1K engagements

"@barronsonline What's really nuts about this is that [--] in [--] (25%) S&P [---] stocks are up over 20% in the last three months and the index is up less than 2.5%. Thanks Mag [--]. $MAGS"
X Link 2026-02-15T22:29Z 259.1K followers, [----] engagements

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