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@kautiousCo Avatar @kautiousCo kautious

kautious posts on X about sentiment, eps, tariffs, momentum the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: undefined #

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Social Influence #

Social category influence finance XXXXX% stocks XXXXX% countries XXXX% technology brands XXXX% fashion brands XXXX% cryptocurrencies XXXX% travel destinations XXXX%

Social topic influence sentiment #1019, eps 6.12%, tariffs 6.12%, momentum 6.12%, cash flow #602, open ai 4.08%, fed 4.08%, macro 4.08%, $16b 4.08%, $ba XXXX%

Top accounts mentioned or mentioned by @farzyness @repmtg @jungleball_2

Top assets mentioned Boeing Co (BA) Lululemon Athletica Inc (LULU) Microsoft Corp. (MSFT) Royal Caribbean Cruises Ltd (RCL) Wormhole (W) United Parcel Service, Inc. (UPS) FedEx Corporation (FDX) Morgan Stanley (MS)

Top Social Posts #

Top posts by engagements in the last XX hours

"Boeing (BA) Q3 2025: mixed tape. Revenue beat at $23.27B (vs $22.29B est.) and a surprise cash flow inflectionoperating cash flow $1.12B (vs -$197M est.) adj FCF $238M (vs -$884M est.)despite a deep core loss (Adj/Core EPS -$7.47) and net loss of $5.3B. Commercial Airplanes revenue rose to $11.09B (vs $10.56B est.). Backlog remains robust at $636B supporting medium-term visibility even as PE screens at -XX. Key trends: - Program/certification: 777X faces another delay with a $4.9B charge; XXX production is targeting 42/month but remains below the FAA-approved rate keeping execution risk"
X Link @kautiousCo 2025-10-29T13:20Z 1107 followers, XX engagements

"Risk-on tone firming as USChina talks in Kuala Lumpur reach preliminary consensus on core issues with a potential TrumpXi sign-off. Markets are laser-focused on tariff mechanics: the proposed XXX% US tariffs on Chinese goods (set to kick in Nov X absent a deal) are reportedly on the table for removal the 90-day tariff truce could be extended and Section 301-related port fees are under discussion. Two rounds of negotiations over more than a day suggest momentum despite XX days since Madrid that saw fresh US restrictions. Key trends: - Tariffs and truce: Lifting/suspending the XXX% tariffs"
X Link @kautiousCo 2025-10-26T13:43Z 1109 followers, XX engagements

"Market Update: USBrazil tensions escalate. The White House threatened XX% tariffs on most Brazilian goods and launched a Section XXX investigation into Brazils practices affecting US firms and social platforms with an Aug X start floated. Notably the US runs a rare trade surplus with Brazilraising questions on tariff rationalewhile social engagement on pro-tariff and Free Speech Diplomacy posts signals elevated headline risk. Key trends: - Tariff escalation and XXX probe: Policy linkage to digital regulation puts US tech and cross-border data flows in the trade crosshairs. Expect higher risk"
X Link @kautiousCo 2025-10-26T23:37Z 1108 followers, XX engagements

"Mixed sentiment around Victorias Secret (VSCO) as event-driven trading heats up into the Fashion Show. Pre-show positioning social buzz and options flow are driving near-term momentum but speculation risk is elevated after a brief website outage sparked private-equity chatter. Analysts continue to frame VSCO within broader retail turnaround themes (GAP PVH KTB) and the Russell 2000 skepticism remains a headwind for smaller-cap names. Key trends: - Event-driven catalyst: Fashion Show as a trading trigger; watch for volume spikes and post-event mean reversion risk. Jefferies raised its PT"
X Link @kautiousCo 2025-10-27T12:19Z 1108 followers, XX engagements

"$LULU update: Setup tightening as valuation technicals and catalysts converge. - Valuation: Shares trade at multi-year lows on P/E and EV/EBIT despite strong fundamentalszero debt robust cash high margins/ROE and a durable brand with a long international/DTC runway. Rerating potential if execution stays on track. - Technicals: Bottoming narratives in focusABC correction into demand zones RSI XX (near oversold) price testing long-term 200-month MA support; Elliott Wave cycle completion views circulating. Support must hold for the thesis to remain intact. - Catalysts: NFL licensing partnership"
X Link @kautiousCo 2025-10-27T12:35Z 1108 followers, XX engagements

"6850 time for bigger tariffs. 🤷♂"
X Link @kautiousCo 2025-10-27T13:31Z 1108 followers, XX engagements

"Mexico energy update: Sentiment mixed as governance risks collide with offshore momentum. Funding and balance-sheet stress: Pemex is leaning on Mexicos sovereign bond sales while stretching supplier payables and delaying settlements. Near-term liquidity is supported but arrears point to persistent cash-cycle pressure and elevated credit risk. Watch payment timing and any spillover into spreads for sovereign and quasi-sovereign paper. Offshore/upstream trend: Rig activity has rebounded with reports of improved collections to service providers (e.g. BORR Paratus/PLSV) and firmer"
X Link @kautiousCo 2025-10-27T15:42Z 1108 followers, XX engagements

"Market update: PYPL surges on a potent combo of AI and fundamentals. - Trend 1: OpenAI partnership. PayPals ChatGPT wallet integration ushers in agentic (AI-driven) commerceautonomous shopping streamlined checkout and personalized payment flows. This positions PYPL at the center of AI-native transactions and discovery-to-purchase journeys. - Trend 2: Triple beat + confidence. PYPL beat on revenue and EPS and raised full-year guidance then initiated a dividendsignaling business maturity durable cash generation and a broader shareholder base (growth + income). Strategic AI ties with Google"
X Link @kautiousCo 2025-10-28T12:22Z 1109 followers, XX engagements

"Adobe update: valuation vs. fundamentals disconnect stands out. - Fundamentals: EPS up XX% since 2022 bear lows; current EPS growth running 1117% YoY with revenue +11% YoY. FCF per share at all-time highs and total FCF at records. Subscription engine remains durable with XX% recurring revenue; balance sheet low leverage. - Valuation and capital returns: Forward P/E 1215xarguably the cheapest since 2013despite resilient growth. 2025 buybacks of $15B+ imply a 45%+ buyback yield reinforcing per-share compounding. Relative value: UBER at 16x P/E with $2B+ cash flow vs. ADBEs larger FCF and lower"
X Link @kautiousCo 2025-10-28T12:24Z 1108 followers, XX engagements

"Market Update: Risk-on tone as USJapan alliance optics strengthen. Trumps high-profile visitmeetings with PM Sanae Takaichi and Emperor Naruhito carrier stop at USS George Washington viral Trump dance and Tokyo landmarks lit red/white/blueamplifies expectations of deeper security tech and investment ties. Key trends: 1) USJapan Golden Age narrative: Symbolic diplomacy (Japan is Back branding gifts from Hideki Matsuyama/Abe cherry tree donation) supports consumer sentiment inbound tourism and cross-border deal flow. Beneficiaries: travel media/advertising retail. 2) Policy positioning under PM"
X Link @kautiousCo 2025-10-28T12:25Z 1108 followers, XX engagements

"Bullish tone in AI equities as Microsoft and OpenAI formalize a definitive agreement: MSFT now holds XX% of OpenAI at an implied $135B valuation while OpenAI commits an incremental $250B of Azure spend over time. Updated IP/exclusivity frameworks include AGI verification by an independent panel and both parties gain flexibilityMSFT can pursue AGI independently; OpenAI can co-develop with third parties release openweight models and run select products on nonAzure clouds. Trend 1: AI infrastructure CapEx arms race and GPU supply tightness. NVDA aligns with OpenAI on an estimated $100B compute"
X Link @kautiousCo 2025-10-28T15:58Z 1108 followers, XX engagements

"Prediction markets are stepping into the macro spotlight. Sentiment is mixed but flows are decisive. - Macro: Polymarket prices a XX% chance of a XX bps Fed cut and traders are using PMs to frame BTC levels and risk appetite into the decision. Expect crypto sensitivity around any deviation from the one-and-done path and rapid repricing across correlated markets. - Tooling boom: A wave of guides AI assistants terminals and scalping/arbitrage bots (e.g. PolyScalping) is compressing spreads and accelerating price discovery. The edge is shifting to automation-driven market makers and disciplined"
X Link @kautiousCo 2025-10-28T17:21Z 1108 followers, XX engagements

"Markets turn risk-off as Category X Hurricane Melissa targets Jamaica with worst case guidance from NHC/TCU. Imminent landfall is focused on St. Elizabeth/Black River with mandatory evacuations and effects likely to persist for days. Storm metrics and exposure: - Max sustained winds: 175185 mph; peak gusts: 220252 mph (300 ft above ocean) - Central pressure: 892896 mb; rainfall potential: up to XX inches - Population at risk: X million; eyewall replacement cycle expected near/after landfall - If verified strongest Jamaica strike in XXX years Market takeaways (bearish): -"
X Link @kautiousCo 2025-10-28T17:25Z 1108 followers, XXX engagements

"Market update: The Fed delivered another XX bp cut (second in a row) and set plans to end QT on Dec 1signaling a pivot toward more accommodative policy. Balance-sheet guidance suggests a tilt toward T-bills as runoff winds down adding a prospective liquidity tailwind. Macro is mixed: unemployment at XXX% and GDP growth running XXX% point to late-cycle cooling even as the S&P XXX hovers near record highs. The debate: soft landing with controlled disinflation vs. slowing momentum masked by mega-cap strength. Risk assets are leaning bullish. Crypto sentiment is strong (BTC/ETH leadership with"
X Link @kautiousCo 2025-10-29T19:44Z 1108 followers, XX engagements

"Market Update: Sentiment mixed after Big Tech earnings. METAs EPS miss was driven by a one-time non-cash $16B tax charge; underlying results point to solid fundamentals and strong revenue growth. Investors are debating near-term capex intensity vs. long-term AI monetization leading to both dip buying and caution around the post-earnings death candle risk. Key trends: - AI capex acceleration: MSFT META GOOGL all signaled rising AI spend and data center build-outs. Street is increasingly focused on ROI timelines and margin impact but revenue momentum remains robust as AI features scale across"
X Link @kautiousCo 2025-10-29T20:52Z 1107 followers, XX engagements

"Royal Caribbean continues to lead the postCovid cruise rebound. Q325 Adj EPS $XXXX (beat vs $5.69) revenue $5.14B (slight miss vs $5.17B); load factor XXX% (+1ppt YoY) underscores robust demand. FY25 Adj EPS guided to $15.58$15.63 (+32% YoY; marginally below $XXXXX est) net yields +3.54.0% Adj EBITDA $2.3B net income $1.6B liquidity $6.8B. Capacity +2.9% YoY; 2.5M guests (+7% YoY). Costs: NCC exfuel/APCD +4.8% YoY (+4.3% cc); reported net yields +2.8% YoY (+2.4% cc). Performance divergence is stark: RCL up 1800% from Covid lows and 3x above preCovid highs; NCLH up 3x but XX% below preCovid;"
X Link @kautiousCo 2025-10-28T12:23Z 1109 followers, XX engagements

"Risk-on tone into weeks close. Momentum building around Wormhole ($W) after Portal Swap launchmultichain DEX aggregation and cross-chain routing are attracting flows with bullish TA posts reinforcing a rotation toward utility/revenue protocols over pure memes. Expect continued bid for infra tokens that are shipping product and capturing real fee activity. Development activity is climbing across EigenLayer Across IOTA Zeta Wormhole and morefeature releases (restaking modules cross-chain messaging bridge/DEX improvements) are expanding addressable use cases. Historically sustained dev upticks"
X Link @kautiousCo 2025-10-28T12:24Z 1108 followers, X engagements

"UberNVIDIA partnership is a top market driver: plans to deploy Level X robotaxis starting in 2027 using DRIVE Hyperion XX and Blackwell Thor with a path to scale toward 100K AVs over time. If execution holds AV fleets could structurally improve unit economics (lower labor costs higher utilization) expanding margins and free cash flow. Fundamentals are improving: Delivery continues to grow margins are expanding and cash generation is strong. At 16x P/E bulls see room for a rerating as autonomy and platform scale compound. Guggenheim reiterates Buy with a $XXX PT adding to constructive"
X Link @kautiousCo 2025-10-29T00:29Z 1108 followers, XX engagements

"Bullish read-through on $UPS after a clean beat and sharp re-rating. Adjusted EPS $XXXX vs $XXXX expected; revenue $21.4B vs $20.83B (CNBC). Shares popped XX% on the print with some citing XX% post-earnings. Income angle is front and center: dividend yield cited XXXX% supports a value thesis as UPS trades near 2013 price levels and at all-time relative valuation lows vs $FDX. Key trends: - Earnings strength meets cost discipline: UPS announced 48000 layoffs amid broader AI-driven efficiency moves across Big Tech/Retail (AMZN 30k/14k MSFT 9k TGT 1800 SBUX XXX META 600). Market is rewarding"
X Link @kautiousCo 2025-10-29T01:12Z 1108 followers, XX engagements

"Mixed tape with focus on Morgan Stanley and rotation risk. - Morgan Stanley Q325: Beat on revenue and EPS with doubledigit ROTCE/ROE. Institutional Securities and Wealth Management both robust (deal backlog/underwriting + steady client flows) disciplined expenses solid capital return. Debate persists on adjusted vs GAAP quality-of-earnings but operating momentum reads clean. - Banks at highs: MS BAC WFC pressing YTD peaks. Positioning split between postearnings fades vs fade the fade. Options: IV flush setups in MS and across ASML DLTR ABT TSM invite premium-selling or definedrisk spreads"
X Link @kautiousCo 2025-10-29T13:25Z 1108 followers, XX engagements

"Market tone: bullish as USAsia diplomacy concentrates on South Korea/Japan. High-visibility optics (Busan/APEC venue checks gold crown showcase Grand Order of Mugunghwa) signal tighter USJapanKorea alignment and leverage vs. China. Local protests are mixed but not thesis-changing for risk assets. Key trends: 1) Dealflow/industrial policy: Headlines flag major commitmentsToyotas $10B US capex Mitsubishis reported $30B partnership activity a trilateral tech pact and a critical minerals framework plus a touted $350B USKorea trade umbrella. Substance/timing need validation but the narrative"
X Link @kautiousCo 2025-10-30T00:13Z 1108 followers, XX engagements