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@cycle_strategy Avatar @cycle_strategy Cycle Investment Strategy

There is growing optimism in the energy and commodity sectors, particularly in offshore energy stocks like $RIG and $VAL, which are showing strong performance and bullish setups. Additionally, Brazilian equities and emerging markets are also gaining attention due to low PE ratios and potential breakouts, with $EWZ recently breaking out of a decade-long descending triangle. Several high-conviction investment plays are being shared, including opportunities in Latin America and commodities like oil and silver.

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Social Influence

Social category influence finance XXXXX% cryptocurrencies XXXXX% countries XXXX% currencies XXXX% stocks XXXX% technology brands XXXX%

Social topic influence stocks #2467, high volume #19, strong 15.79%, $val 10.53%, $rig 10.53%, rig 10.53%, longterm 10.53%, inflation 10.53%, china 5.26%, $kweb XXXX%

Top accounts mentioned or mentioned by @stockstormx @kacper_pk_ch @secrets4stocks

Top assets mentioned Validity (VAL) Transocean LTD. (RIG) PayPal Holdings Inc (PYPL) Pixer Eternity (PXT)

Top Social Posts

Top posts by engagements in the last XX hours

"While everyone is fleeing #Chinese equities the sector actually looks pretty interesting here Were seeing a Stage X breakout with a clean backtest currently $KWEB is pretty likely to be leaving the bottoming range its been stuck in since 2022 definitely something to keep an eye on #china"
X Link 2025-12-08T20:09Z 6866 followers, 12.9K engagements

"$EWZ update: #Brazilian equities sold off sharply on Friday after Flvio Bolsonaro announced his fathers support for his 2026 presidential run. Hes widely seen as unpopular lowering expectations for a more conservative market-friendly shift. The reaction came on high volume and might result in a shorter-term consolidation for Brazilian stocks. Nice to see however that there was no follow-through of the sell-off here"
X Link 2025-12-11T20:46Z 6866 followers, 2343 engagements

"$VAL is approaching the 200-week moving average after its strong rally and it seems like we may encounter some resistance here before continuing higher #oil #offshore #valaris"
X Link 2025-11-17T20:25Z 6863 followers, 10.5K engagements

"$RIG is moving like clockwork and reaching its 52-week high. On top of that among the strongest performers in the #offshore sector - much more long-term upside ahead #oil"
X Link 2025-12-05T19:00Z 6863 followers, 9749 engagements

"3/ In theory high inflation should support higher valuations. In practice rising rates overwhelm that and crush multiples. The only time this breaks is when long-term yields are capped: QE YCC or a belief the central bank wont allow bonds to collapse"
X Link 2025-12-09T13:54Z 6865 followers, XXX engagements

"4/ When long yields are contained there is no competitive return to pull capital from equities. The earnings yield of cyclical stocks becomes attractive. Capital stays nominal earnings rise and valuations can rise too. Its the inverse of the usual tightening cycle"
X Link 2025-12-09T13:54Z 6866 followers, XXX engagements

"6/ Theres another effect. If inflation stays high while long yields are capped the dollar weakens. Capital starts searching for real yield elsewhere. That search is rarely subtle. It tends to be large directional and concentrated. EM especially LATAM is a natural outlet"
X Link 2025-12-09T13:54Z 6860 followers, XXX engagements

"7/ In the 2000s rising commodities strong nominal growth and USD debt melting away created a macro flywheel. Brazilian equities even traded at a premium to U.S. stocks. The narrative of hungry populations and faster growth became so strong retail banks sold BRICS funds to the masses"
X Link 2025-12-09T13:54Z 6865 followers, XXX engagements

"What can we say sometimes stocks just do exactly what you expect. $SBSW with another nice move after a well-needed consolidation. #Sibanye #PGMs"
X Link 2025-10-16T20:09Z 6866 followers, 9876 engagements

"$VAL continues to show impressive strength up more than XX% since our re-entry with a clean steadily rising chart. Solid buying volume in this one and a potential inside candle forming today after the breakout adds to this constructive setup #valaris #offshore #oil"
X Link 2025-12-04T19:48Z 6866 followers, 6384 engagements

"Well. yes - #Silver update: $XAGUSD at over $XX. Its time to briefly address that our short-term view here was off. Were seeing impressive strength that we honestly didnt expect in this form"
X Link 2025-12-09T17:03Z 6866 followers, 6532 engagements

"Everyone who said Paypal will come back (earnings wise) in 2022 was right and lost another 50%. brutal $PYPL"
X Link 2025-12-07T15:56Z 6866 followers, 6148 engagements

"Pretty much the scenario we outlined for $GPRK if no new offer came from $PXT which was now confirmed. Selling volume isnt extreme and the stock is currently backtesting an important range. It will be interesting to see whether it holds here #oil #GeoPark"
X Link 2025-12-11T21:15Z 6866 followers, 1725 engagements