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@ekwufinance Avatar @ekwufinance Lukas Ekwueme

Lukas Ekwueme posts on X about sentiment, stocks, inflation, money the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence finance XXXX% countries XXXX% stocks XXXX% technology brands XXXX%

Social topic influence sentiment #180, stocks #4753, inflation 2.08%, money 2.08%, 2x #571, when he 0.69%, russia 0.69%, ukraine 0.69%, larry 0.69%, bankrupt XXXX%

Top accounts mentioned or mentioned by @kobeissiletter @azizsapphire @coolreit123 @aeberman12 @barchart @joshyoung1 @2020upstream @globalmktobserv @ctreimagined @shedrills @whitehouse @charliekirk11 @trendbullish @watcherguru @realhagetaka @lukegromen @realdonaldtrump @unusualwhales @geigercapital @zerohedge

Top Social Posts #


Top posts by engagements in the last XX hours

"When Cramer said in 2020 that oil stocks are the new tobacco he was right without even knowing it. 2020-2022 oil stocks were the top performers One might think that tobacco is dead but it turns out Altria is one of the best-performing stock ever. If you had invested $1000 in 1962 you would have 4.5m by now. Cramer is a good gauge of general sentiment when he turns bearish one might take a closer look at a given sector"
X Link @ekwufinance 2025-10-14T15:56Z 2967 followers, 3293 engagements

"The IEA does it again. While every US shale CEO sees a peak at $XX oil the IEA is forecasting a X mbpd surplus for Q1 and Q2 of 2026. How They are underestimating demand. Just like the last XX years"
X Link @ekwufinance 2025-10-14T19:27Z 2968 followers, 2985 engagements

"Trump essentially said: He is ready to destroy the US economy after others have destroyed theirs. When Russia invaded Ukraine we got a glimpse of what happens when we threaten to isolate the worlds #2 oil exporter. In the end no one is willing to pay the price"
X Link @ekwufinance 2025-10-05T17:26Z 2967 followers, 1303 engagements

"@AzizSapphire @Coolreit123 @aeberman12 The paper oil physical oil - Daily physical oil traded = 100mbpd - Daily oil futures =5 billion barrels per day - The paper oil market is 50x bigger Meaning in the short term sentiment has a much bigger impact than fundaments"
X Link @ekwufinance 2025-10-12T17:26Z 2967 followers, 2635 engagements

"People calling for peak oil consumption are delusional. We havent even reached peak wood consumption: Today we use 2x more wood than XXX years ago. The history of energy is a story of addition not substitution. Each new source was added on top of the old ones - Coal on top of wood - Oil on top of coal - Gas on top of oil - Nuclear on top of gas expanding faster than what came before. The push for renewables is the first time weve tried to phase out older sources with less efficient ones"
X Link @ekwufinance 2025-10-06T20:07Z 2966 followers, 34.1K engagements

"@AzizSapphire @Coolreit123 @aeberman12 To sum it up: - EIA overstating production - Redefining oil to inflate numbers - Underestimating demand - Thereby suppressing sentiment This keeps prices artificially low for now"
X Link @ekwufinance 2025-10-12T17:26Z 2969 followers, XXX engagements

"@AzizSapphire @Coolreit123 @aeberman12 But this cant last forever. - Low prices kill CapEx. - Falling CapEx kills production. - Eventually fundamentals overpower sentiment. When that happens expect a violent price spike. And watch how fast Gen Z switches from Just Stop Oil to Drill Baby Drill"
X Link @ekwufinance 2025-10-12T17:26Z 2966 followers, XXX engagements

"According to Googles Larry Page: "I am willing to go bankrupt rather than lose this race." Sounds bold until the bills come due"
X Link @ekwufinance 2025-10-08T20:09Z 2970 followers, 1025 engagements

"The silver-to-S&P ratio looks attractive. But its not just silver when you compare the S&P to other commodities you get the same chart. This is the kind of setup you see at the beginning of a commodity bull market. With: - Geopolitical tensions - X wars with the risk of spreading - US reshoring efforts - Government overindebtedness I believe inflation will stay elevated providing a tailwind to commodities and precious metals"
X Link @ekwufinance 2025-10-10T20:02Z 2967 followers, 3740 engagements

"Money managers are catching on. Positioning is turning bullish as the Fed cuts while inflation and deficits remain high"
X Link @ekwufinance 2025-10-09T20:03Z 2968 followers, 1235 engagements

"Investors are running out of dry powder just as markets hit peak valuations. - Markets are the most overvalued in history - Retail cash positions are at record lows - Money managers are also sitting on minimal cash Markets fall when there is no buyer left. who is going to push stocks higher"
X Link @ekwufinance 2025-10-09T16:04Z 2968 followers, 2086 engagements

"For me thats oil. The narrative is turning: - IEA made a u-turn: now saying oil is needed until 2050 - $500B annual capex needed just to maintain production A far cry from their old no new oil needed Net Zero scenario"
X Link @ekwufinance 2025-10-09T20:03Z 2970 followers, 1375 engagements

"Now that gold has rallied and the narrative shifted its less attractive. - Doesnt mean Im not bullish - Doesnt mean Im selling - Just means risk/reward has shifted with sentiment and price Time to look for a similar setup: where prices and sentiment are still depressed but ready for a breakout"
X Link @ekwufinance 2025-10-09T20:03Z 2970 followers, 1728 engagements

"The more data centers we build the more electric power we have to generate. Since 2019 spending on electric power has doubled. This surge in electricity demand will be met by coal and nat gas"
X Link @ekwufinance 2025-10-04T17:26Z 2966 followers, 1300 engagements

"@AzizSapphire @Coolreit123 @aeberman12 The EIA is manipulating oil prices. Their narrative: Rising production + lower demand = falling prices Sentimentfundamentals. at least in the short term This is important because"
X Link @ekwufinance 2025-10-12T17:26Z 2968 followers, XXX engagements

"A lot of people turned bearish on coal because China the worlds biggest coal consumer is spending heavily on renewables. Lets ignore new capacity headlines and focus on electricity generation which is the more reliable metric. Coal still dominates Chinas power mix"
X Link @ekwufinance 2025-10-06T16:13Z 2966 followers, 2989 engagements

"Forget data centers. The biggest driver of future electricity demand wont be AI itll be air conditioners in the developing world. For context: - The West represents X billion people - The developing world represents X billion people Their goal is to reach the same living standards as the West. You get there by increasing your energy consumption. Electricity production in the developing world is dominated by coal. Rising electricity demand = rising coal demand. If you want to analyze future energy demand growth focus on the X billion people raising their living standard"
X Link @ekwufinance 2025-10-05T20:54Z 2968 followers, 72.3K engagements

"Shale oil doubled global decline rates. Every year the world now loses the equivalent of Iraqs entire oil output the 4th largest producer just to stay flat. This treadmill cant run forever. (Thread)"
X Link @ekwufinance 2025-09-29T16:09Z 2967 followers, 52.3K engagements

"It is not just capital gains tax. It's also the wealth effect: People tend to spend more when they see their wealth increase and spend less when it declines. The top 10%: - account for XX% of consumer spending - hold almost their entire net worth in stocks. Should stocks tank expect consumer spending the biggest driver of GDP to decline as well"
X Link @ekwufinance 2025-10-11T20:56Z 2970 followers, 1651 engagements

"Golds rally turned skeptics into believers. But the big money was made years ago when gold was dead. That's where oil is today. hated ignored under-owned. Thats where fortunes are made. (Thread)"
X Link @ekwufinance 2025-10-09T20:03Z 2967 followers, 42.7K engagements

"Inflation is a massive tailwind for hard assets. Winners in the 1970s: - Commodities - Gold - Value stocks Oil is the most asymmetric setup here"
X Link @ekwufinance 2025-10-09T20:03Z 2968 followers, 1204 engagements

"@AzizSapphire @Coolreit123 They also changed the definition of oil. - NGLs (natural gas liquids) are now counted as oil. - Real crude = XX% of stated production. Why Because US shale produces 4x more NGLs than conventional sources. H/T @aeberman12"
X Link @ekwufinance 2025-10-12T17:26Z 2969 followers, XXX engagements

"OpenAI is planning to boost its electricity usage 125x over the next X years more than India consumes today. And this is just one AI company. To put that in perspective producing XXX GW of electricity would require one of these options: - XXX nuclear power plants (250 km land) - XXX gas power plants (357 km land) - 23K km (the size of New Jersey) covered in solar panels - 202K km (2x the size of Nebraska) covered in wind turbines Again just for OpenAi. The real bottleneck for AI isnt chips or talent. its electricity"
X Link @ekwufinance 2025-10-04T20:50Z 2967 followers, 165.2K engagements