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@investigato89 Avatar @investigato89 Intelligent Investor

Intelligent Investor posts on X about longterm, sentiment, investment, infrastructure the most. They currently have XXXXX followers and 1123 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence finance stocks technology brands cryptocurrencies automotive brands exchanges luxury brands fashion brands currencies countries

Social topic influence longterm #241, sentiment #79, investment #721, infrastructure #1451, rates #1097, momentum #1263, signals #139, vix #95, debt #453, dividend yield #49

Top assets mentioned SPDR S&P XXX ETF Trust (SPY) JPMorgan Chase (JPM) NVIDIA Corp. (NVDA) Interactive Brokers Group, Inc. (IBKR) Comcast Corporation (CMCSA) Doge Jones Industrial Average (DJI) Advanced Micro Devices (AMD) Pfizer, Inc. (PFE) Moderna Inc (MRNA) Merck & Co., Inc. (MRK) Eli Lilly and Company (LLY) KKR & Co, Inc. (KKR) QUALCOMM, Inc. (QCOM) Tesla, Inc. (TSLA) SPX6900 (SPX) Factset Research Systems, Inc. (FDS) Microsoft Corp. (MSFT) Zions Bancorporation, NA. (ZION) Walrus (WAL) Goldman Sachs (GS) DLocal Limited Class A Common Shares (DLO)

Top Social Posts #

Top posts by engagements in the last XX hours

"@WOLF_Financial Wild to think that a $XXXXX IPO on a then-new exchange helped launch the entire semiconductor era. Intel wasnt just building chips it was building the foundation for Silicon Valley itself. Every tech IPO since has basically followed the trail they blazed"
X Link @investigato89 2025-10-13T19:16Z 1804 followers, XX engagements

"Impressive precision on the target hit with $DJI Now that the reversal is confirmed watching those retracement levels for possible short setups makes sense especially if selling pressure intensifies toward the 41.1-42.5k zone. Will be interesting to see how price action behaves around the backtest area"
X Link @investigato89 2025-10-13T02:01Z 1797 followers, XX engagements

"Classic sentiment divergence. When fear peaks near ATHs it often signals a "wall of worry" rally ahead - retail capitulates while institutions accumulate. The VIX term structure and put/call skew would be key confirmations here. Worth noting: extreme fear readings sub-3% from highs have historically resolved bullish 70%+ of the time"
X Link @investigato89 2025-10-16T19:58Z 1860 followers, 8117 engagements

"$AMD up +24% today crossing $XXX with market cap now over $330B. From near-bankruptcy a decade ago to a top player in semis AMDs long-term chart shows pure resilience. XX% earnings growth minimal debt and still riding the AI hardware wave. Not many comeback stories look this clean on a log chart. $QQQ"
X Link @investigato89 2025-10-07T04:44Z 1860 followers, XXX engagements

"@KobeissiLetter Golds surge says a lot about where confidence is shifting from growth to preservation. When an unyielding asset like gold outpaces equities by this much its less about fear and more about a global hedge against policy risk debt and currency dilution"
X Link @investigato89 2025-10-16T16:25Z 1859 followers, 2995 engagements

"Healthcare sector showing signs of life. After months of drifting big pharma names are waking up: $PFE breaking out of a long base $MRNA finding footing near multi-year support $MRK bouncing strongly off key demand $LLY leading the charge as usual Rotation into healthcare might just be getting started. 🩺📈 Are we seeing the early stages of a sector comeback #Stocks #Healthcare #Pharma #Investing"
X Link @investigato89 2025-10-04T19:10Z 1852 followers, 2678 engagements

"Interesting timing here. The regulatory relief for community banks shifts the competitive landscape but I'd be cautious about jumping in immediately. On the opportunity side: $JPM and $C have strong deposit franchises and the selloff may be overdone given their diversified revenue streams. If you believe the majors can adapt this could be an entry point. On the risk side: Watch the deposit mix closelyif retail deposits migrate to smaller banks offering better rates with lower capital requirements that's margin compression for the big players. $KRE's X% drop signals real concern about the"
X Link @investigato89 2025-10-16T18:51Z 1859 followers, 1769 engagements

"@MichaelMOTTCM Private equity quietly outperforming public markets over the long run no daily ticker no retail FOMO just compounding in the dark. $KKR showing why patience still pays"
X Link @investigato89 2025-10-09T10:39Z 1823 followers, XXX engagements

"The energy bottleneck is real but there are multiple paths forward beyond just nuclear: Near-term: Natural gas plants can be built in 2-3 years vs 10+ for nuclear. Not ideal for climate but pragmatic for bridging the gap. Grid optimization: AI itself can help balance load - data centers can shift non-urgent computing to off-peak hours acting as flexible demand. Efficiency gains: Each GPU generation is 2x more efficient. If this continues we might need half the projected capacity by 2028. Distributed approach: Instead of massive centralized data centers smaller regional facilities near"
X Link @investigato89 2025-10-14T11:56Z 1860 followers, 10.9K engagements

"The next AI boom might not live in the cloud it might walk move and build right in front of us. 🤖 Physical AI is coming and heres who could win from the supply chain shift 👇 💾 Chips: $NVDA TXN $QCOM $TSLA ⚙ Actuators: ROK ABBNY 🔋 Motors/Batteries: 👁 Sensors: SONY ADI IFNNY 🧠 Software: NVDA TSLA PATH PDYN MOB As AI steps off the screen and into the real world hardware might quietly become the next trillion-dollar theme. Who wins most the chipmakers the robot builders or the software brains behind it all #AIRevolution #Investing #Robotics"
X Link @investigato89 2025-10-13T13:23Z 1798 followers, XXX engagements

"Impressive results from JPM 💪 The XX% surge in IB fees and XX% jump in trading revenue shows Wall Street is back in business. That $8.94B trading figure is particularly strong for a typically slower Q3. However Dimon's warnings shouldn't be ignored - tariffs geopolitical tensions and elevated asset prices are real headwinds. The fact that they're "prepared for a variety of outcomes" suggests they're positioning defensively despite the strong quarter. ROE at XX% with these macro uncertainties is solid risk-adjusted performance. $JPM"
X Link @investigato89 2025-10-14T12:02Z 1822 followers, XXX engagements

"It's fascinating to see gold and silver outperform so dramatically relative to the S&P XXX during such a pronounced bull market for equities. This divergence seems to echo deeper macro forces especially the ongoing shift in monetary policy with rate cuts and a growing money supply (M2 expanding at its fastest pace in years) acting as powerful tailwinds for real assets. The market's anticipation of continued monetary easing and deficit-driven spending particularly amid AI competition and global uncertainties likely reinforces the narrative of eroding confidence in fiat. Beyond just gold and"
X Link @investigato89 2025-10-15T03:33Z 1844 followers, 3138 engagements

"@Mr_Derivatives Impressive resilience indeed $SPX holding up this well despite the challenging macro environment shows real underlying strength in the market. The real test will be if this resilience continues into Q4"
X Link @investigato89 2025-10-15T18:59Z 1835 followers, XXX engagements

"FactSet $FDS quietly looks like one of the cleaner compounders out there. 📈 19-year EPS growth: +12.4% CAGR 💰 EPS yield: XXX% 📊 Blended P/E: 16.6x (below its long-term norm of 26x) 💵 Dividend yield: XXXX% Not flashy but the chart shows a consistent earnings climb while price has cooled off. If quality + steady growth ever go on sale this is what it looks like. $SPY $QQQ"
X Link @investigato89 2025-10-11T08:58Z 1860 followers, XXX engagements

"@wallstengine Truly impressive scale shows just how fast AI infrastructure investment is accelerating. The collaboration between Nscale Microsoft and NVIDIA could spark even more competition and innovation across the AI and cloud sectors"
X Link @investigato89 2025-10-15T09:45Z 1852 followers, XXX engagements

"@pivot_tables @ecommerceshares That makes sense OpenAI's business strategy really does seem to hinge on reaching AGI first even if it means huge upfront losses. The underlying assumption seems to be that AGI will fundamentally change the economics so cost concerns take a back seat for now"
X Link @investigato89 2025-10-16T04:19Z 1845 followers, XX engagements

"🚀 $PBAM $XX $330M cap 🏦 CalPrivate Bank SoCal community bank $2.5B assets 📈 1520% ROE top-tier credit (near X% losses) 💰 Trades 1.35x P/B undervalued for quality 🎯 Goal: double assets in X years 📊 Nasdaq uplisting = major catalyst #Banking #ValueInvesting #SmallCaps"
X Link @investigato89 2025-09-29T16:22Z 1828 followers, XXX engagements

"Interesting divergence hedge funds are dumping equities at a record pace while institutions and retail are pulling back more moderately. Could be smart money locking in YTD gains ahead of earnings volatility or the early stages of broader risk-off positioning. Either way when hedge fund flows hit levels last seen in 2008 its worth paying attention"
X Link @investigato89 2025-10-16T17:11Z 1860 followers, 1787 engagements

"That shift says a lot about how wealth-building is changing. For decades real estate was the default path to financial security now access is narrowing and capital markets are becoming the ownership alternative. The upside: more financial participation and literacy across income levels. The risk: stocks dont offer the same stability or forced savings that housing once did. We might be watching the foundation of a more market-dependent middle class for better or worse"
X Link @investigato89 2025-10-15T12:54Z 1860 followers, 1628 engagements

"Moody's data underscores genuine stability in both leveraged loans and high-yield bonds - the downward trend through 2025 is particularly encouraging. The isolated 'credit cockroach' cases like $ZION and $WAL don't warrant systemic panic. If anything the market's ability to contain these to specific cases while overall default rates ease is actually an encouraging signal for broader credit market health"
X Link @investigato89 2025-10-17T09:45Z 1860 followers, XXX engagements

"Louis Vuitton is such a compelling case study for qualitative research in luxury markets. How does Quartr help analysts uncover deeper insights about consumer sentiment and financial performance for companies like LVMH The nuances in earnings calls for luxury brands must be fascinating to track"
X Link @investigato89 2025-10-14T11:45Z 1844 followers, XXX engagements

"Significant upgrade from Goldman Sachs on $DLO the XX% upside potential to $XX PT is compelling especially given the XX% expected EBITDA CAGR through 2027 vs peers at just 15%. The valuation disconnect is striking: trading at 10.0x 2026E EV/EBITDA (49% below historical avg) while delivering superior growth metrics. Geographic diversification into emerging markets plus the stablecoin operator opportunity could be key differentiators as digital payment adoption accelerates globally. Strong conviction from Tito Labarta at this inflection point"
X Link @investigato89 2025-10-14T07:45Z 1811 followers, XXX engagements

"@WOLF_Financial Strong quarter for $IBKR 💪 Revenue beat by XX% ($1.66B vs $1.51B est) and EPS topped estimates at $XXXX. Net interest income of $967M shows solid strength. With these results the after-hours pump makes sense. Great risk/reward setup for long-term holders"
X Link @investigato89 2025-10-16T20:10Z 1859 followers, XXX engagements

"@KobeissiLetter Crazy to think golds up XX% in a year while everyones been chasing tech. The flight to hard assets is telling you something confidence in fiat and policy is eroding fast"
X Link @investigato89 2025-10-15T02:28Z 1843 followers, 1622 engagements

"This resonates deeply in investing. Too many chase the appearance of sophistication complex strategies impressive jargon while missing fundamental discipline. Real wealth compounds from boring consistency: clear goals honest assessment and patient execution. The market eventually exposes those optimizing for perception over performance"
X Link @investigato89 2025-10-15T19:00Z 1831 followers, XXX engagements

"Fundamentally $FIs business still sits in a strong secular trend digital payments and embedded finance arent going away but valuation compression in high-growth fintech has been brutal. If they can sustain revenue growth north of XX% and defend margins this technical flush might end up being a long-term gift once sentiment normalizes. Near term though totally agree baby steps"
X Link @investigato89 2025-10-14T05:31Z 1859 followers, XXX engagements

"Incredible how far the shutdown ripple effects reach from government paychecks to national security. Its a reminder that political gridlock doesnt just hit markets indirectly; it can touch some of the most sensitive parts of the system. Stability has a cost and were watching it get priced in real time"
X Link @investigato89 2025-10-16T13:20Z 1854 followers, XXX engagements

"Great post. The tax code quietly rewards long-term thinking both through holding periods and retirement planning. Its wild how few people realize you can literally compound tax-free inside a Roth and still get X% on qualified gains outside it if you plan right. The real alpha is often just tax efficiency"
X Link @investigato89 2025-10-16T13:20Z 1860 followers, XXX engagements

"@unusual_whales It's not just about timingit's about affordability. Until rates and prices make sense most people will sit on the sidelines. Smart moves come from patience not hype"
X Link @investigato89 2025-10-15T18:58Z 1859 followers, XXX engagements

"@unusual_whales Credit stress quietly building while equities keep running classic late-cycle setup. When financials lag this hard vs SPY its usually the market whispering something about future credit risk. Do we get a soft slowdown or is this the canary in the coal mine"
X Link @investigato89 2025-10-09T19:09Z 1822 followers, 1720 engagements

"This is actually a pretty interesting signal. Normally when the S&P rallies the $VIX drops thats the textbook risk-on move. But when both rise together it suggests traders are buying upside and downside protection at the same time. That usually means one of two things: - Theres growing demand for call options (speculative or hedging activity) pushing up implied volatility. - The market doesnt trust the rally participants are positioning for turbulence ahead even as prices climb. In other words sentiment is bullish on the surface but positioning underneath shows anxiety about what comes next."
X Link @investigato89 2025-10-06T18:48Z 1804 followers, 7506 engagements

"Interesting to see $LMTs dividend streak hit XX years but that XXX% bump is the weakest in over two decades. Signals two things: X Management still prioritizing consistency X Growth might be slowing as payout ratio creeps up Reliable income play but maybe not the same compounding story it once was"
X Link @investigato89 2025-10-10T12:38Z 1846 followers, XXX engagements

"Absolutely agree distributed solar is showing immense potential especially as energy prices continue to climb. Local generation can relieve pressure on the grid and empower homeowners. If one home can generate XX MW in South Florida with a $20K system scaling this up could really transform power distribution and energy independence. Curious to see larger-scale adoption and what hurdles need to be addressed for widespread rollout"
X Link @investigato89 2025-10-14T18:55Z 1835 followers, XXX engagements

"Everyones euphoric on $GLD right now but when the crowd leans one way I start looking the other. GLDs gone vertical RSIs overextended and volumes peaking. Momentum traders are partying but parabolic moves usually end the same way: fast and messy. Im eyeing short-term puts here not to fight the trend but to fade the emotion. When everyones sure it cant drop thats usually when it does. #Trading #OptionsTrading #Gold"
X Link @investigato89 2025-10-17T01:00Z 1860 followers, XXX engagements

"Copart $CPRT doesnt get talked about enough. A quiet compounder turning totaled cars into a $42B powerhouse. No flashy story no hype cycles just 16%+ annual growth for nearly two decades. ⚙ Zero debt pressure 📈 Consistent earnings expansion 🚗 Monopoly-like grip on salvage auctions 💵 Trading at 27x earnings not cheap but quality rarely is If you believe in the long game of infrastructure + data-driven logistics $CPRT might still be early. Whats your take is Copart one of the most underappreciated compounders out there $SPY $QQQ"
X Link @investigato89 2025-10-13T09:12Z 1859 followers, XXX engagements

"Americas electricity demand is set to grow XX% by 2050 driven by residential commercial and industrial electrification but look at transportation: from 6.8B 9B kWh. Thats tiny compared to buildings yet EVs are often blamed as the main grid burden. Look closer and the real expansion comes from: 🏠 Electrified homes 🏢 Commercial expansion 🏭 Industrial reshoring + AI/data centers This shift implies: ⚡ Grid upgrades must focus on distributed generation + demand flexibility 🏗 Infrastructure investing goes beyond EV chargers think transmission heat pumps HVAC and efficiency retrofits 📈 A 1.5%"
X Link @investigato89 2025-10-14T07:32Z 1823 followers, XXX engagements

"@MikeFritzell Interesting trend The spike in "Best Rolex watch" searches often correlates with major watch auctions and new model releases. Would be curious to see how this compares to searches for other luxury watch brands like Patek Philippe or Audemars Piguet during the same period"
X Link @investigato89 2025-10-13T09:22Z 1835 followers, XXX engagements

"Thats some serious momentum but it also highlights how unusually calm this stretch has been. Historically long streaks without a -X% pullback often precede a volatility spike as mean reversion kicks in. Doesnt mean a crash is coming but its a good reminder that smooth markets can mask rising fragility. Would be interesting to see how earnings season or rate cut timing might test this streak"
X Link @investigato89 2025-10-15T13:56Z 1860 followers, 1125 engagements

"Clearwater Analytics $CWAN a quiet SaaS compounder. 📊 $475M ARR XX% retention 80%+ win rates. 🏦 Core in insurance expanding to asset managers & hedge funds. 📈 Low-20% growth XX% incremental margins XX% EBITDA CAGR. 💡 Sticky mission-critical software = potential 20%+ IRR through 2020s. Great compounders often hide in plain sight. #SaaS #Investing #Compounders"
X Link @investigato89 2025-09-30T15:31Z 1843 followers, 1522 engagements

"Whats interesting here isnt just the inflows its why theyre happening. Gold ETF demand spiking while yields stay elevated suggests investors arent just chasing safety theyre hedging against something deeper currency debasement geopolitical tension or loss of faith in policy credibility. When gold rallies with high real rates thats usually a signal"
X Link @investigato89 2025-10-14T18:03Z 1838 followers, XXX engagements

"Classic risk-off move. With $BTC breaking down while $DXY weakens this suggests deeper liquidity concerns rather than just dollar strength. Watch the 200-day MA as critical support if it breaks we could see a cascade to test lower demand zones. For traders: consider scaling into spot positions at key support levels rather than trying to catch the falling knife. Volatility creates opportunity for those with patience and proper risk management"
X Link @investigato89 2025-10-16T19:59Z 1860 followers, 1017 engagements

"Big week ahead for earnings 👀 🔹 Banks kick things off: $JPM $GS $WFC $C all reporting Tuesday. 🔹 Semis take the stage midweek with $ASML and $TSM. 🔹 Then $NFLX and $UAL close out the action. This week will set the tone for how investors feel about Q4 momentum. Are margins holding up Or are rate pressures finally showing in the numbers What sector do you think surprises to the upside this week 📊 #Earnings #Investing #StockMarket"
X Link @investigato89 2025-10-12T23:00Z 1798 followers, XXX engagements

"@TrendSpider Strong quarter for $IBKR Revenue beat by XX% ($1.66B vs $1.51B est) and EPS topped estimates at $XXXX. Net interest income of $967M shows solid strength. With these results the after-hours pump makes sense. Great risk/reward setup for long-term holders"
X Link @investigato89 2025-10-16T20:13Z 1859 followers, XXX engagements

"$SPY down XXX% this week but zoom out. Over XX years earnings grew steadily (8%/yr) yet the multiple investors are willing to pay has swung wildly. Today: Blended P/E: 24.4x Fair value P/E: 15x Dividend yield: XXX% How much are we overpaying for that growth Valuation doesnt matteruntil it does. #SPY #Investing #StockMarket #Valuation"
X Link @investigato89 2025-10-12T20:48Z 1824 followers, XXX engagements

"@unusual_whales Thats a massive number and it changes the political calculus around crypto completely. If true Bitcoin just gained its most high-profile whale yet"
X Link @investigato89 2025-10-13T12:20Z 1801 followers, 6738 engagements

"Exactly that divergence cant last forever. Either the VIX is mispriced or equities are too complacent. If the S&P breaks to new highs with volatility still anchored under XX it signals a market priced for perfection no earnings misses no macro shocks no Fed surprises. But if vol finally wakes up we could see a quick sentiment reset. Feels like the calm before something just not clear which side blinks first"
X Link @investigato89 2025-10-15T13:24Z 1859 followers, XXX engagements

"Mission creep at its finest 😅 From "artificial general intelligence to cure diseases" to "AI girlfriend simulator" somehow the business model pivoted when they realized the recurring revenue potential. Nothing says "for the benefit of humanity" quite like verified adult content subscriptions"
X Link @investigato89 2025-10-15T18:55Z 1845 followers, XXX engagements

"@unusual_whales $CMCSA $DNO"
X Link @investigato89 2025-10-05T15:10Z 1804 followers, XXX engagements

"The $65B in performance obligations from X major customers (excluding OpenAI) is a game-changer for $ORCL's AI narrative. Combined with better-than-expected AI gross margins this validates Oracle's positioning in the enterprise AI infrastructure race. The FY2030 targets ($225B revenue $XX EPS) seem ambitious but increasingly credible given OCI's momentum. Cloud infrastructure is clearly becoming Oracle's crown jewel"
X Link @investigato89 2025-10-17T09:49Z 1860 followers, XXX engagements

"@thexcapitalist Everyones chasing AI models but the real bottleneck is watts not weights. Were entering an era where data centers behave like industrial power consumers. Whoever controls scalable clean reliable energy wins the AI decade. Long any energy stock"
X Link @investigato89 2025-10-13T11:50Z 1798 followers, XXX engagements

"7 straight months of contraction says a lot about where U.S. manufacturing stands but the bigger story might be why. High rates weak global demand and supply chain rebalancing are all part of it. Theres also a structural issue: decades of underinvestment in industrial capacity and skilled labor. If policy focus doesnt shift from short-term subsidies to long-term competitiveness energy infrastructure automation the manufacturing renaissance risks staying a headline not a trend"
X Link @investigato89 2025-10-13T10:35Z 1798 followers, 1451 engagements

"Some reminders hit harder the longer youve been in markets. You cant control: What the Fed does Where prices go next week How others react You can control: Your process Your risk management Your mindset The difference between consistency and chaos usually lives right there. 🧠 Focus on what you can control everything else is noise. #Finance #Investing #Trading #Wealth"
X Link @investigato89 2025-10-16T09:22Z 1859 followers, XXX engagements

"Consumer sentiment hitting record lows tells you two things: X Households are still feeling the squeeze from higher prices even if inflation data says its easing. X Policy risk is rising if spending slows corporate earnings guidance will start reflecting it next quarter. For investors this isnt just doom and gloom. Historically when sentiment collapses but employment stays steady its often a setup for strong long-term equity returns once confidence rebounds. The key is timing the turn not reacting to the fear"
X Link @investigato89 2025-10-14T17:04Z 1838 followers, XXX engagements

"Smart move by Salesforce doubling down on AI while reinvesting in its home base. $15B over five years isnt just PR; its a bet that enterprise AI demand will define the next decade. The combo of local job creation + AI incubation positions $CRM as both a civic anchor and an innovation hub"
X Link @investigato89 2025-10-13T13:43Z 1798 followers, XXX engagements

"🚀 Is $CMCSA undervalued or is this just the beginning of a deep correction 📉 Current Price: $XXXXX 📊 P/E Ratio: 6.88x Dividend Yield: XXXX% 📈 20%+ blended growth rate Check out the chart 👇 Whats your call buy hold or sell Drop your analysis and vote in the comments #stocks #investing #finance #stockmarket #dividends #valueinvesting"
X Link @investigato89 2025-10-12T09:15Z 1859 followers, XXX engagements

"PTJ's right about concentration risk it's real especially with tech mega-caps dominating indices. But here's the nuance: concentration isn't inherently bad if you're positioned correctly. The Nasdaq can absolutely climb higher driven by AI innovation and tech leadership but smart investors hedge tail risks. The key is understanding that riding the wave and managing downside aren't mutually exclusive strategies. Position sizing and selective diversification let you capture the upside while respecting the concentration reality"
X Link @investigato89 2025-10-14T19:20Z 1835 followers, XXX engagements

"$DAC is trading at just 3.5x P/E with an EPS yield of XX% and a dividend yield of 3.6%. Strong balance sheet massive cash flow and shareholder returns make this a compelling buy. Sometimes value hides in plain sight. 🚢📈 #DAC #Shipping #ValueInvesting"
X Link @investigato89 2025-09-14T17:29Z 1846 followers, XXX engagements

"NKTR is getting a lot of attention lately The stock is up significantly this year with momentum fueled by their recent $115M stock offering and positive Phase 2b results for their atopic dermatitis treatment. The market seems to see more upside as analysts have a strong buy consensus and a price target even higher than current levels. Definitely one to keep on the radar if interested in biotech movers"
X Link @investigato89 2025-10-12T23:24Z 1842 followers, XXX engagements

"This old chart nailed something timeless 👇 Markets move in cycles: optimism panic recovery repeat. Whats wild is how close these periods line up with reality: 1929 2000 2008 2020 all fit the rhythm. We might be in another C phase right now the grindy unsexy part of the cycle when the real money is quietly being made. 📉 Hard times = accumulation. 📈 Good times = distribution. #Investing #Markets #WealthBuilding #LongTermThinking #Macro #Finance #ValueInvesting #InvestorMindset"
X Link @investigato89 2025-10-16T18:50Z 1860 followers, XXX engagements

"The uptick in claims isnt dramatic yet but its worth watching especially if it aligns with cooling job openings or softer wage growth. Markets have been pricing a soft landing but if this trend continues the Fed may have to weigh labor softness against sticky inflation. The next few prints could determine whether the slowdown stays orderly or starts to bite"
X Link @investigato89 2025-10-13T12:21Z 1802 followers, XXX engagements

"Foxconn doubling down on AI servers shows how much the industrys priorities are shifting meeting with leaders like Sam Altman (OpenAI) and Jensen Huang $NVDA could unlock new innovation and drive major demand. That XXX% revenue jump is jaw-dropping With collaborations like these we might be witnessing the early moves that define the next decade of AI infrastructure and tech leadership"
X Link @investigato89 2025-10-16T08:01Z 1859 followers, XXX engagements

"Absolutely spot on. Battery storage and nuclear are the one-two punch we need for AI's energy future. Storage smooths the volatility while nuclear provides that rock-solid baseload you can't run inference workloads on intermittent power. But the real key is smart grid investments that tie it all together. We need transmission infrastructure that can dynamically route power where AI demand spikes and renewable integration that feeds the storage layer during off-peak hours. This isn't just about building more capacity it's about building a resilient intelligent energy ecosystem that can scale"
X Link @investigato89 2025-10-12T12:34Z 1797 followers, 1530 engagements

"$PYPL at $XX a reminder that even great businesses can be terrible investments if you overpay. At the 2021 peak PayPal traded near $XXX with a P/E north of XX. Today its around 13x earnings still growing double digits (EPS up XX% CAGR). Same company. Different price. Completely different opportunity. Markets swing from euphoria to indifference patient investors collect the leftovers. #investing #Stocks #Fintech #Earnings #StockMarket"
X Link @investigato89 2025-10-14T11:45Z 1859 followers, XXX engagements

"$SOLV = boring products beautiful math. XX P/E XXX% EPS yield Debt dropping post-P&F sale; interest Sales/margins rising as spin-off stabilizes If priced like med-surg peers triple-digit potential awaits. #investing #medtech"
X Link @investigato89 2025-10-01T20:53Z 1806 followers, XXX engagements

"Wild perspective gold quietly added more market cap in a year than most tech sectors combined. Whats interesting isnt just the price action its the behavioral shift: institutions are rotating from AI as the hedge to hard assets as the anchor. If this trend holds we might be witnessing the first real coexistence of digital growth (NVIDIA) and tangible value (gold) two sides of the same macro trade"
X Link @investigato89 2025-10-13T16:21Z 1798 followers, XXX engagements

"@StockMKTNewz EPS revenue and AUM all exceeded forecasts. $BLK's consistent performance and impressive growth in assets under management to $13.5T demonstrate strong market confidence. Despite ongoing market volatility the long-term prospects look very promising. Well done"
X Link @investigato89 2025-10-14T12:05Z 1835 followers, XX engagements

"The combination of escalating trade tensions and AI-driven workforce disruption creates a perfect storm for sustained volatility. With geopolitical headlines shifting daily and labor market uncertainty from AI adoption investors should prepare for continued wild swings. The VIX staying elevated tells the story we're in a new paradigm where rapid adaptation to unpredictable news flow will be essential for navigating these markets"
X Link @investigato89 2025-10-15T19:02Z 1855 followers, XXX engagements

"Geopolitics is turning into an economic feedback loop tariffs energy flows and alliances are all starting to blur together. If Europe tightens on Chinese goods linked to Russian oil its not just a political move it reshapes trade routes and inflation dynamics too. How long can markets stay insulated from these crosscurrents"
X Link @investigato89 2025-10-15T13:58Z 1859 followers, XXX engagements

"📈 Fiserv $FI the quiet compounder in fintech. XX years of consistent earnings growth XX% CAGR and trading at just 13x earnings today. No hype no dividends just steady execution in payment processing. Feels like one of those names you only notice after its doubled again. $SPY $QQQ"
X Link @investigato89 2025-10-06T04:16Z 1858 followers, 3875 engagements

"This $50M investment signals a pivotal shift toward interoperable stablecoin infrastructure. As we move beyond single-stablecoin dominance Better Payment Network's multi-stablecoin approach could unlock seamless cross-chain liquidity and reduce friction in global transactions. The real question: will mass adoption come from improved infrastructure like this or does it still hinge on regulatory clarity What's the bigger bottleneck for stablecoin payments going mainstream"
X Link @investigato89 2025-10-16T04:45Z 1858 followers, XXX engagements

"@JesseCohenInv Persistent deflation is definitely alarming. It pressures both consumer confidence and corporate earnings. If stimulus doesnt come soon global markets could feel more spillover risk. Watching China closely"
X Link @investigato89 2025-10-15T05:39Z 1845 followers, XXX engagements