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@jimdelisle Avatar @jimdelisle Chuckle Fox

Chuckle Fox posts on X about taiwan, $jef, signals, $wgmi the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence finance cryptocurrencies countries currencies stocks

Social topic influence taiwan, $jef, signals, $wgmi, $mara, has been, tel aviv, china, bitcoin, $12b

Top assets mentioned Jefferies Financial Group Inc. (JEF) MARA Holdings, Inc. (MARA) Bitcoin (BTC)

Top Social Posts #

Top posts by engagements in the last XX hours

"With AGNC around 1.25x BV and DX near 1.05x they are great finding shorts vs ARR and IVR at 0.90x. Historically these have worked very well. And OBTW AGNC in the 1.25-1.30 range normally signals a timing the sector"
X Link @jimdelisle 2025-10-15T13:57Z 1684 followers, XXX engagements

"Looking at how $WGMI the actively managed (and some might say over-actively "managed") miner ETF has performed vs BTC is instructive.Then looking at how punk $MARA has been sends an entirely different string of messages. The outP of WGMI shows something very wrong about the way WGMI is managed from a market fairness and structure PoV. How much $MARA trails WGMI says everything there is to say about Fred Thiel"
X Link @jimdelisle 2025-10-15T13:22Z 1683 followers, XXX engagements

"For me this wins the internet today: They carried Torah scrolls like they were Stanley Cup trophies"
X Link @jimdelisle 2025-10-13T23:41Z 1681 followers, XXX engagements

"@calvinfroedge @Tr0llyTr0llFace So here is a thought experiment. Ask these questions: what is likelihood of China Hong Kinging Taiwan in next X XX 20y Next question multiplied by that answer: what % of cutting edge semi production will have moved to West by then How does that Bayesian surface look"
X Link @jimdelisle 2025-10-12T14:49Z 1680 followers, XXX engagements

"Little sector call or agency mREITs. My +ARR and -TWO trades continue to work. Neither is nearly as big as it was a few weeks ago. By and large I find the sector quite rich. In the last X sessions I have TBVs down X to X% with prices of some +2 to 3%. This puts ORC and DX on my sell against IVR and ARR list"
X Link @jimdelisle 2025-10-14T14:01Z 1681 followers, XXX engagements

"@dampedspring You can point to the MC of NVDA or Bitcoin as signs of just how much too much financial capital is splashing around but Id put a useless remora like $JEF hitting $12b in MC right up there"
X Link @jimdelisle 2025-10-13T13:00Z 1681 followers, XXX engagements

"@schamorro357 @calvinfroedge @Tr0llyTr0llFace My point (obvious that it is) is that nothing else matters to US stock market (and other stuff) prices as much as how the Taiwan/semi situation is handle/discounted. Id argue that until then pouring any capital or IP into Taiwan is silly"
X Link @jimdelisle 2025-10-12T17:24Z 1680 followers, XX engagements

"@LeylaKuni What is the term and iRR of that Asking as a non real estate person wanting to know what kind of expected returns theyre posting"
X Link @jimdelisle 2025-10-14T17:41Z 1681 followers, XXX engagements

"@Brad_Setser @BankSynthesis @sobel_mark I suspect this will be lost on almost all but Im seeing Bessent as Milo Minderbinder and Argentine peso as Egyptian cotton"
X Link @jimdelisle 2025-10-10T02:37Z 1680 followers, XXX engagements

"No one trusts $JEF anymore. Nor should they. Nor should they trust any Wall Street bank/ banker. It is a biz where dishonesty is the price of admission and dishonesty is measured in relative terms. How do you know a banker is lying His lips are moving. And dont get me started about their lawyers"
X Link @jimdelisle 2025-10-13T12:26Z 1681 followers, XXX engagements

"@BickerinBrattle Interesting how I havent seen any articles about the mortality rate of Israeli hostages Hamas criminals being released"
X Link @jimdelisle 2025-10-13T12:58Z 1681 followers, XX engagements

"@CECL_Allowance In his defense I hear that some in the business use his emails as primers for conversations with spouses and others outside the biz to improve their literacy and increase dialogue; making the oh dud charts like this both understandable and forgivable"
X Link @jimdelisle 2025-10-12T12:29Z 1681 followers, XXX engagements