@longriverCM Avatar @longriverCM Long River Holding

Long River Holding posts on X about inflation, ai, kalshi, liquidity the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 39.28% stocks 21.6% cryptocurrencies 9.55% technology brands 9.39% countries 4.38% exchanges 2.5% celebrities 2.19% financial services #1311 currencies 1.41% automotive brands 1.25%

Social topic influence inflation #885, ai #6324, kalshi #119, liquidity #595, debt #1474, market #3881, crypto #3717, business 3.44%, in the 2.97%, money 2.97%

Top accounts mentioned or mentioned by @grok @kalshi @cryptorover @deitaone @kobeissiletter @zerohedge @leadingreport @jonchimpo23 @unusualwhales @mrderivatives @guytalksenergy @tradechronicle @stockmktnewz @polymarket @saylor @toddstradeeasy @ashcrypto @spectatorindex @michaeljburry @bleacherreport

Top assets mentioned Bitcoin (BTC) Alphabet Inc Class A (GOOGL) ZetaChain (ZETA) Coinbase Global Inc. (COIN) Sirius XM Holdings Inc (SIRI) Strategy (MSTR) GameStop, Corp. (GME) Molina Healthcare, Inc. (MOH) Microsoft Corp. (MSFT) Berkshire Hathaway Inc Class B (BRK.B) BlackRock Inc (BLK) Mario Coin (COIN) Palantir Technologies Inc. (PLTR) Devon Energy Corp (DVN) SPDR S&P [---] ETF Trust (SPY) Berkshire Hathaway Inc. (BRK.A) Amazon.com, Inc. (AMZN) Metadium (META)

Top Social Posts

Top posts by engagements in the last [--] hours

"As of late [----] Berkshire Hathaway owns roughly 28.2% of the common stock and recently executed a massive $9.7 billion acquisition of OxyChem (Occidentals chemical division) to shore up the parent http://x.com/i/article/2012996493750206465 http://x.com/i/article/2012996493750206465"
X Link 2026-01-18T21:49Z [----] followers, [----] engagements

"@InvestorSince21 $JD and $OSCR are my current positions. $NVO is in my research queue. I dont know about XPeng though.its shady business in my opinion"
X Link 2026-01-21T20:48Z [----] followers, [---] engagements

"$RLJ as promised To begin with I believe $RLJ RLJ Lodging Trust is a very attractive business with season growth opportunities coming up. It is a cash cow dressed in 'dirty accounting clothes'. They look broke on paper but they are swimming in cash. Why do I say that Well.In the eyes of IRS Depreciation is the enemy. From $RLJ's perspective $138M 'paper loss' wipes out their taxable income. Because their accounting profit is so low. They pay minimum corporate income tax. At the same time REITs are legally required to pay out 90% of their taxable income as dividends. If the income looked"
X Link 2026-01-22T02:19Z [----] followers, [---] engagements

"@PeterSchiff A few stocks I am watching / holding $RRC $EQT $PAA $DVN 😎"
X Link 2026-01-23T19:40Z [----] followers, [---] engagements

"$ALLY I've always been a big fan of Warren Buffett and this other guy Bill Nygren. Both of them are extremely disciplined investors who care about balance sheet and valuation. Therefore I've been learning and watching this stock for the past 2-3 years. These days AI is accessible to a lot of people. But I want to do this the old-fashioned way and write & type out this investment research report myself. Count this as a salute to the concept of value investing. Disclaimer: I believe this is a good stock and I have a minor position at the moment. However this is not financial advice. Please do"
X Link 2026-01-24T22:26Z [----] followers, [---] engagements

"$ALLY I've always been a big fan of Warren Buffett and this other guy Bill Nygren. Both of them are extremely disciplined investors who care about balance sheet and valuation. Therefore I've been http://x.com/i/article/2013393512624963584 http://x.com/i/article/2013393512624963584"
X Link 2026-01-24T22:32Z [----] followers, [----] engagements

"I need to see more FinX people and connect with them. If you are into investing or talking about stocks or you happen to see this post leave a comment or like or help me repost it so more people can see it. Love to meet you and talk or learn about new ideas"
X Link 2026-01-25T01:29Z [----] followers, [----] engagements

"$CHGG The biggest victim of AI. Shouldve really shorted this stock when i had the chance"
X Link 2026-01-27T05:13Z [----] followers, [---] engagements

"I have to admit writing this $SIRI analysis feels a little like a fan letter to Ted Weschler. His interviews and podcasts are absolute goldevery insight he shares is like a masterclass in investing. Ted Weschlers approach is the kind of investing I aspire to emulate every single day. But also $SIRI pays consistent 5% dividend and Warren owns 37% of the business. It can't be that bad. Onto the next one Let me know what you think https://t.co/X4uauF5a4P https://t.co/X4uauF5a4P"
X Link 2026-01-27T18:01Z [----] followers, [---] engagements

"I have a pretty dark take on this. Back in 2022-2023 companies like Santander $Ally Capital One $COF and JP Morgan Chase all stepped in to help the company. Some of them began to offer servicing for $CVNA's origination and some of them took a major position in $CVNA. I think It's getting a little too big to fall at this point. I hope the shorts win though. It's a well-engineered company with lil moral. https://twitter.com/i/web/status/2016577100724011279 https://twitter.com/i/web/status/2016577100724011279"
X Link 2026-01-28T18:20Z [----] followers, [---] engagements

"Ive heard something interesting from friends across Toyota $TM Honda $HMC and Mazda $MZDAY and the message has been surprisingly consistent. All three just wrapped up one of their most profitable years on record. But recent town halls and company-wide meetings / notes are telling a different forward-looking story: tariffs are hitting hard. If current policies remain in place margins are getting squeezed to the point where some of these businesses are either barely profitable or potentially slipping into losses. Whats striking is how aligned leadership has been across companies. The conclusion"
X Link 2026-01-29T04:49Z [----] followers, [---] engagements

"Pulled triggers on a few things today. [--]. $ZETA [--]. $IAUX [--]. $BAK Also added puts on semiconductor index"
X Link 2026-01-29T19:44Z [----] followers, [---] engagements

"$LYB Update - After holding it for 3-4 months I've decided to trim down my position by 50% and wait for re-entry at a lower price. The earning report and disclosed materials raised some concerns: [--]. Equity erosion is bad. From their unaudited balance sheet Shareholders' equity has dropped from $12979M to $10082M. This 22% drop in book value over [--] months suggests either massive buybacks (which I find is unlikely given its debt levels) or significant net losses. [--]. Working Capital Squeeze: Accounts receivable net has fallen from $4191M to 2517M. I view this as a signal for decline sales /"
X Link 2026-01-30T18:47Z [----] followers, [---] engagements

"$FNKO is under 2B and $GME can do a full cash deal. Collectibles fits $GMEs persona and can attract in-store traffic. $CRSR would be a good one to acquire. But itd be mainly gaming hardware. My wild guess (please come back to this if i am right) would be Take-Two $TTWO. $GME and Ryan are issuing stocks aggressively and building up cash reserve. Imagine you can only get the next grand theft auto game at a $GME store. https://twitter.com/i/web/status/2017317494713676277 https://twitter.com/i/web/status/2017317494713676277"
X Link 2026-01-30T19:22Z [----] followers, [----] engagements

"I think it's time to share a little bit about myself. I always find people sharing about themselves online brave. I am debating between keeping some things private and sharing who I am as a person. http://x.com/i/article/2017376090281418752 http://x.com/i/article/2017376090281418752"
X Link 2026-01-30T23:35Z [----] followers, [----] engagements

"This weeks gain: $OSCR put $JD Cover calls $LYB sold $ZETA Cover calls $MOH sold This weeks loss: $SOXS sold I barely survived with positive return this week. What a wild time to be alive. Onto the next one. - Long River"
X Link 2026-01-31T04:46Z [----] followers, [---] engagements

"I come from an analytical background and the first lesson I ever learned was simple: eliminate the noise find the signal. Data can tell you anything if you torture it long enough but truth hides in http://x.com/i/article/2017474417513594880 http://x.com/i/article/2017474417513594880"
X Link 2026-01-31T05:58Z [----] followers, [----] engagements

"I have always detested overspending but I despise the industry that engineers it even more. We are living through a structural reset where capitalism has stopped producing value and started harvesting desperation. The existence of $AFRM and $KLAR at the grocery checkout is not a "financial solution"it is a confession that the average person can no longer afford to eat without a loan. Eventually the cycle of "borrowed prosperity" ends. When the losses finally crystallizewhen the subprime auto defaults (now at 8.2%) meet the housing ratio wallthe very system that encouraged people to spend"
X Link 2026-01-31T06:00Z [----] followers, [----] engagements

"I'd keep an eye on $KRE. Regional Banks Are Fragile. "The Federal Deposit Insurance Corp. said Metropolitan Capital Bank & Trust was closed by the Illinois Department of Financial and Professional Regulation marking the first U.S. bank failure in [----]. The single-branch Chicago bank will reopen on Monday as a branch of Detroit-based First Independence Bank. The FDIC entered a purchase and assumption agreement with First Independence Bank to assume substantially all deposits of Metropolitan." First bank failure in [----]. https://twitter.com/i/web/status/2017482085762531551"
X Link 2026-01-31T06:16Z [----] followers, [---] engagements

"What youre seeing is a forced deleveraging cascade: once BTC broke key technical levels over-levered longs got liquidated which pushed price lower triggering more liquidations. Thats why $1.4B in longs can translate into $100B+ in market cap loss in just hours thin liquidity + high leverage = air pockets. ETH usually gets hit harder in these events because its more crowded and more levered. This kind of move often happens when liquidity tightens (stronger dollar higher real rates risk-off flows) and crypto is one of the first assets to reprice. Its not crypto is dead its the market reminding"
X Link 2026-01-31T17:31Z [----] followers, [----] engagements

"@GuyTalksEnergy So I think from a different perspective (not trying to make myself unique or anything) But with wind / solar energy they need to have good network and storage consider its not consistent sometimes. So Ive been eyeing on a few ones. I have a sizeable position on $SHLS"
X Link 2026-01-31T23:42Z [----] followers, [--] engagements

"I came across this write-up one day about energy storage. The core point is about 'stability of energy transmission.' As solar / wind builds the need for stable transmission and predictability will http://x.com/i/article/2018050873604141056 http://x.com/i/article/2018050873604141056"
X Link 2026-02-01T20:53Z [----] followers, [---] engagements

"$SHLS shoals represents a rare opportunity to buy a market leader at a discount due to temporary operational headwinds. By solving the labor crisis in the solar industry through patented 'plug-and-play' hardware the company has secured a $720M backlog. As the non-recurring warranty costs fade and the new Tennessee facility scales Shoals is poised to shift from a cash-burning remediation phase to a high-margin cash-generation phase making the current valuation a significant entry point for long-term investors. I own this and will continue to buy if it drops below $4. Onto the next one let me"
X Link 2026-02-01T20:55Z [----] followers, [---] engagements

"@business $CVNA one of the most confusing businesses. People know there are problems. Their business model is shady. The ownership structure is messy. People short them like crazy. Yet they dont fall"
X Link 2026-02-01T22:06Z [----] followers, [---] engagements

"@StockMKTNewz Bullish on $DIS"
X Link 2026-02-02T00:23Z [----] followers, [---] engagements

"@KobeissiLetter $BTC and $ETC bros. Please stay calm. It will get worse and you will get used to it. @grok why is the price drop accelerating And whats your take on the future outlook of these two things"
X Link 2026-02-02T03:30Z [----] followers, [----] engagements

"Korea is high-beta to USD strength; a hawkish Fed stronger dollar weaker KRW foreign outflows from KOSPI/KOSDAQ. Falling silver and metals signal liquidity tightening and industrial slowdown which hits Koreas export-heavy cyclical sectors first (semis materials batteries). KOSDAQ underperforms KOSPI in risk-off phases due to leverage and retail positioning. Short term is volatile and fragile but this isnt structurally bearish. Medium term a weaker KRW boosts export competitiveness and USD earnings and Korea typically rebounds after metals and the dollar peak. Its just a short term event with"
X Link 2026-02-02T04:39Z [----] followers, [----] engagements

"They are going with the hardest route. Imagine a deflation with no population growth with an isolated monetary system and a government-controlled central bank. And they rely on export heavily but now are trying to strengthen their currency. Fall of fame level of difficulty. https://twitter.com/i/web/status/2018223044695830949 https://twitter.com/i/web/status/2018223044695830949"
X Link 2026-02-02T07:20Z [----] followers, [---] engagements

"Post-2022 every drawdown has been met with violent policy-backed upside. Liquidity injections fiscal backstops AI capex narratives all of it turns dips into face-rippers. Shorts dont get time anymore. One CPI print one FOMC sentence one AI earnings guide and youre down 1015% overnight. Funds learned the hard way. $SPY and especially $QQQ are no longer broad markets theyre momentum baskets. A handful of mega-caps with fortress balance sheets buybacks and passive inflows dominate returns. Shorting the index means shorting $AAPL $MSFT $NVDA $GOOGL-type balance sheets in a liquidity-rich world."
X Link 2026-02-02T15:06Z [----] followers, [---] engagements

"I couldn't fall asleep last night. And I believe someone else was also up late last night. Why Well a lot of things happened last night. Recap of Last Night: Market selloff driven by structural http://x.com/i/article/2018394282416377856 http://x.com/i/article/2018394282416377856"
X Link 2026-02-02T18:51Z [----] followers, [---] engagements

"I have a bit mixed feelings on $SIRI but if Dr.Michael Burry calls it and Ryan Cohen can pull it off. Id be very on board on $GME acquiring $SIRI"
X Link 2026-02-02T20:08Z [----] followers, [---] engagements

"@KobeissiLetter Are the 65-year old candidates able to handle [--] rounds of case interviews [--] technical assessments [--] personality tests and [--] super day"
X Link 2026-02-02T23:40Z [----] followers, [----] engagements

"@Gubloinvestor [--] years $BRKB $JPM $AXP"
X Link 2026-02-03T01:29Z [----] followers, [----] engagements

"Its wild to think our generation might actually get access to a $BRK.B $BRK.A Berkshire-style business run by a Berkshire-style capital allocator. When you zoom out and remove the $GME noise whats left is a real-time proof of concept: disciplined balance sheet management and long-term investing still workeven in todays casino-like markets. That only strengthens my conviction to stay long-term. https://twitter.com/i/web/status/2018558059904111035 https://twitter.com/i/web/status/2018558059904111035"
X Link 2026-02-03T05:31Z [----] followers, 13K engagements

"I mean they miss both the bottom-line and top-line expectations even modestly becomes a trigger for selling especially in a slow-growth environment. Its a legacy business now compared to $FOUR or other platforms. Dr. michael burry commented on it as in nothing exciting. Hes not wrong. https://twitter.com/i/web/status/2018716815866597487 https://twitter.com/i/web/status/2018716815866597487"
X Link 2026-02-03T16:02Z [----] followers, [---] engagements

"Id disagree Ray. In reality people dont process information through neutral logic engines. They process it through biases emotions incentives identity and past experience. Two people can see the same cause and assign completely different probabilities to the same effect. Most decisions arent made by understanding causes first and predicting effects second. Theyre often made in reverse: people feel then rationalize. They decide then construct a cause-effect story afterward to justify the action. Thats why markets overshoot bubbles form and obvious signals get ignored for years. If"
X Link 2026-02-03T16:35Z [----] followers, [---] engagements

"@TheStalwart $INTU - 12.07% $PYPL - 20.71%"
X Link 2026-02-03T18:26Z [----] followers, [---] engagements

"@KobeissiLetter I am gonna say this. $CMGs quality has been going down since [----]. The food is in smaller portion delivery service is messy and I tend to get food poisoning more often from them. [--] out of [--] stores I go are in bas hygienic situation. They deserve to go down like this"
X Link 2026-02-03T21:23Z [----] followers, [----] engagements

"Not too shabby. Today is a rough day for sure. Biggest loser: $ZETA $SIRI $OSCR Biggest Winner: $PBR $MRNA $IAUX $CDLR $CHYM $DVN Yep I am also an oil guy and invest a little bit of everything"
X Link 2026-02-03T23:04Z [----] followers, [---] engagements

"@cryptorover So $2300 buy price @grok can you confirm the purchase Did he buy it with cash or credit"
X Link 2026-02-04T01:18Z [----] followers, [---] engagements

"@spectatorindex @grok a bit more context please"
X Link 2026-02-04T01:44Z [----] followers, 14.3K engagements

"Start to think I sold covered calls too early. (Averaged price $27.84) $DVN write-up coming up this week"
X Link 2026-02-04T02:11Z [----] followers, [---] engagements

"I swear girl scout cookies are the biggest barriers I have to conquer on my way to financial freedom. I ended up spending $100 on them last week and am going to restock tomorrow"
X Link 2026-02-04T05:14Z [----] followers, [---] engagements

"Bitcoin is highly sensitive to excess liquidity not fundamentals. When global dollar liquidity is expanding (QE balance-sheet growth easy financial conditions) BTC rips. When liquidity tightenseven subtlyBTC bleeds. What were seeing now is consistent with liquidity being drained not injected. There is a massive liquidity problem. We just dont know where is from. https://twitter.com/i/web/status/2019066539270410671 https://twitter.com/i/web/status/2019066539270410671"
X Link 2026-02-04T15:12Z [----] followers, [----] engagements

"Ok we are now playing. And Ill say thismy leap calls on VIX and shorts on SOX are due in Jan [----]. All three accounts are going up for now"
X Link 2026-02-04T16:16Z [----] followers, [---] engagements

"@KobeissiLetter This is the beginning. I think. The rotation into high dividend payers is going. Look at stocks like $KHC $RLJ $SM or dividend ETF. You can tell market is rotating. The most interesting example $PBR. Look how much its up YTD. Market knows. No more growth story"
X Link 2026-02-04T17:51Z [----] followers, [----] engagements

"@zerohedge Sold my $PLTZ a little early. :("
X Link 2026-02-04T18:07Z [----] followers, [---] engagements

"@unusual_whales @grok share more What causes this bankruptcy filing"
X Link 2026-02-04T18:09Z [----] followers, 22.8K engagements

"Because its also based on growth expectations. Right now i think whats happeningis that market is going through a reset. Its not expectation chasing anymore but a cash flow focusing strategy. You can see the pivot to dividend etfs dividend paying stocks. $SIRI is a good example. I am sensingthere is a liquidity crisis somewhere and people are losing faith a bit into some AI stocks https://twitter.com/i/web/status/2019113345127751862 https://twitter.com/i/web/status/2019113345127751862"
X Link 2026-02-04T18:18Z [----] followers, [---] engagements

"@BillAckman Would you consider moving or setting up your fund somewhere else"
X Link 2026-02-04T22:02Z [----] followers, [----] engagements

"Are we besties now @michaeljburry Just kidding. Take good care of yourself Dr.Burry. Smile more Sleep Better I bought an annual subscription last Christmas and do not plan on canceling it. You do gods work. :)"
X Link 2026-02-04T22:06Z [----] followers, [----] engagements

"@RealTacoTrades Them cash position is as good as $BRKA"
X Link 2026-02-05T00:36Z [----] followers, [--] engagements

"One piece that rarely gets discussed in the U.S. debt conversation is the role of Fannie Mae ( $FNMA) and Freddie Mac ( $FMCC). They sit in this gray zone between public and private quietly absorbing mortgage risk and channeling capital into housing while implicitly leaning on the governments balance sheet. In practice they act as off-balance-sheet stabilizershelping keep mortgage markets liquid without the debt showing up cleanly in federal headlines. Thats not accidental. Its part of how the U.S. stretches its fiscal capacity without triggering an outright crisis. This matters because when"
X Link 2026-02-05T02:11Z [----] followers, [----] engagements

"I have always admired people who invest in commodities because of the discipline required to focus on cash flow rather than narrative. Devon Energy was actually my project when I interned at a hedge http://x.com/i/article/2018394262346366976 http://x.com/i/article/2018394262346366976"
X Link 2026-02-05T02:45Z [----] followers, [----] engagements

"$DVN - Devon Energy was actually my project when I interned at a hedge fund and I would track their 13F filings every quarter to see if the fund added shares. Interestingly they never chose to buy which made me both frustrated and amused. They went all in on gold miners in [----] and [----]. Fuck now they are rich and successful and I am here posting an essay. Funny how life works out sometimes. https://t.co/FGo4rRd2zr https://t.co/FGo4rRd2zr"
X Link 2026-02-05T03:02Z [----] followers, [---] engagements

"@zerohedge @grok walk me through the math behind it how is it sustainable and if that'd eat away their free cash flow"
X Link 2026-02-05T03:23Z [----] followers, [---] engagements

"@Barchart Yep and 70% of realtors havent sold houses for a year and more than [------] mortgages are now upside down and bigger than houses real values. Housing market is toasted. And id love to hear from the folks. How bad is your citys real estate market"
X Link 2026-02-05T03:32Z [----] followers, [----] engagements

"$BTC Bitcoins recent price action signals that the long-term bear phase is still intact. With MicroStrategys $MSTR Bitcoin position losing nearly $40 billion in just four months its clear that even major corporate holders are facing enormous downside risk. The market shows weak support at current levels and given macro pressures further declines seem likely before a sustainable bottom forms. MicroStrategy itself will probably continue to suffer under this exposure. Their balance sheet is heavily tied to Bitcoin meaning ongoing declines could pressure both earnings and stock price potentially"
X Link 2026-02-05T04:20Z [----] followers, [----] engagements

"@zerohedge @grok whats your take on this And why market doesnt like Warsh"
X Link 2026-02-05T04:36Z [----] followers, [----] engagements

"@cryptorover @grok confirmed this but also look back for the past [--] training days. What are the institutions sold bitcoins"
X Link 2026-02-05T05:56Z [----] followers, [----] engagements

"$SIRI not too bad. Ted did it"
X Link 2026-02-05T14:15Z [----] followers, [---] engagements

"$SIRI. Have been holding them post $LSXMK era and adding a bunch around 19-20. Its been decent but now i am more confident than ever. $SIRI not too bad. Ted did it https://t.co/ECA9zw0jzb $SIRI not too bad. Ted did it https://t.co/ECA9zw0jzb"
X Link 2026-02-05T15:22Z [----] followers, [---] engagements

"Continue to be up. Shout out to $SIRI Oops. https://t.co/7XJDy29E6u Oops. https://t.co/7XJDy29E6u"
X Link 2026-02-05T17:27Z [----] followers, [---] engagements

"50% isnt unusual for crypto corrections. Historically BTC often sees 5070% drops from cycle highs before entering consolidation or bottoming. So this isnt necessarily a sign that the bear market is overits more of a mid-cycle correction in a volatile market. We might witness something new https://twitter.com/i/web/status/2019478442887016767 https://twitter.com/i/web/status/2019478442887016767"
X Link 2026-02-05T18:29Z [----] followers, [----] engagements

"Doesnt look too shabby. I might not be the one to follow in a crazy bull market i sure can get my way out of a downturn. Leverage $UVIX calls for the win $SIRI for the win Might start raising my stake shorting semiconductor industry. Current cash reserve is liquid and ready to be deployed. Continue to be up. Shout out to $SIRI https://t.co/ysRGqQMx3w Continue to be up. Shout out to $SIRI https://t.co/ysRGqQMx3w"
X Link 2026-02-05T23:37Z [----] followers, [---] engagements

"Ive been fairly bearish on the economy since 2024and my perspective comes from my day-to-day work. I look at millions of customer records studying how consumer lending wholesale lending and corporate finance actually function. The trends I see are telling: Delinquencies are rising across other loans and credit cards. Mortgages are slowing down with fewer home purchases and transactions. These are not minor signals. They paint a picture of an economy that isnt as healthy as headlines suggest. And its a reminder: companies cant post record-breaking revenue forever if the fundamentals of the"
X Link 2026-02-06T00:19Z [----] followers, [---] engagements

"$MOH thank god i sold around $200thank fucking god"
X Link 2026-02-06T00:23Z [----] followers, [----] engagements

"Id actually say this from my experience. I never bought at the exact bottom. Most of the time I bought at the middle ground. And I slowly added position to bring down my average cost. I know my limit pretty well. Even if I see the bottom i wouldnt go all in. Its just my personality. But accumulate shares of a business i trust i can do that. Hold them long term i can do that. Even for the $MOH example i bought a bit around $129 i bought more around [---] eventually i had a massive position around $147. Its a price i feel comfortable with its a good business and i sold it around [---]. Now its back"
X Link 2026-02-06T04:34Z [----] followers, [--] engagements

"If the goal is to predict the Consumer Price Index (CPI) UMich has indeed been "wrong." Throughout [----] actual inflation (CPI) trended lowerending the year around 2.7%while UMich respondents were bracing for 4.0% to 4.4%. Historically UMich data shows "partisan bias" where supporters of the party in power often report more optimistic views while the opposition reports more pessimistic (higher inflation) views. However in early [----] UMich Director Joanne Hsu noted that the jump in expectations was broad-based across both parties driven by fears of new tariffs and policy shifts. Market measures"
X Link 2026-02-06T15:21Z [----] followers, [---] engagements

"@LeadingReport He doesnt know thats a racist video Sorry that staff* doesnt know thats a racist video **wink wink"
X Link 2026-02-06T17:26Z [----] followers, 60.2K engagements

"@WatcherGuru Liquity is back And recession is canceled"
X Link 2026-02-06T17:49Z [----] followers, [---] engagements

"Meta spends a lot on AI (they have the LLaMA models AI research and big data centers). But their capex efficiency is questionable. There are reports of huge data center spend and GPU buys that dont always translate into commercial revenue. Their AI products havent captured the market the way OpenAI or Google haveso saying no one uses AI better than Meta is clearly an exaggeration. CEOs often praise peers to curry favor or hype the market. For NVIDIA it also signals: if you want high-performance AI you need our chipsbecause even the best companies rely on them. Its more marketing spin than"
X Link 2026-02-06T17:54Z [----] followers, [----] engagements

"Heres how I see it. First on the profit + patience angle: Google can fund AI the way utilities fund infrastructure not the way startups fund moonshots. That $130B+ in cumulative net income gives them something others dont have: time. They dont need AI to monetize this year. They can afford multi-year negative ROI while they scale TPUs retrain models and quietly rewrite their cost curve. Most competitors cant survive that window. Now the TPU cost advantage which is the real sleeper edge: TPUs are purpose-built not general compute. That means higher utilization lower power per inference less"
X Link 2026-02-07T16:18Z [----] followers, [----] engagements

"Just because 60% of customers earn over $100K doesnt mean the brand is growing or that the experience is good. It just shows Chipotle attracts affluent diners likely because people with higher income are more willing to pay $12$15 per burrito and still consider it fast casual. If the food quality is slipping and service is worse thats going to hurt repeat visits even if the customers are rich. Affluent customers might tolerate it for a while but at some point theyll switch to alternatives that feel better or more premium. You can tell that they are desperate. This stat is often used to make"
X Link 2026-02-07T17:05Z [----] followers, 15.8K engagements

"Ray If you don't give money away during a crisis you risk civil war or total societal breakdown. The "ROI" of avoiding a revolution is infinite even if it results in some currency devaluation. A "productive" society requires a floor of human dignity. Money spent on poverty reduction may not build a bridge but it builds the human capital that will eventually build the bridge. If there are idle workers and empty factories the government can create money to put them to work without causing inflation effectively "printing" productivity into existence. @grok what do you think"
X Link 2026-02-07T17:16Z [----] followers, [---] engagements

"@Polymarket @grok what military assignment 🤔"
X Link 2026-02-07T17:24Z [----] followers, 41.6K engagements

"This assumes near-perfect automation and renewable energy scaling. Well shouldnt human factors (politics regulation inequality security) still matter dollars might not disappear overnight and you still need a thing to function as global trade. Control over energy and production would likely become the new locus of power rather than traditional capital. Thats 100% true. https://twitter.com/i/web/status/2020203230064701929 https://twitter.com/i/web/status/2020203230064701929"
X Link 2026-02-07T18:29Z [----] followers, [----] engagements

"@BillAckman Investigate into things you dont like @grok what is he talking about And if you think its valid"
X Link 2026-02-07T19:56Z [----] followers, 13.4K engagements

"With macro uncertaintyrate policy geopolitical risks banking stressinvestors often buy gold as a psychological hedge. Buying physical gold is cumbersome; ETFs like $GLD make it easy to gain exposure. Once inflows start trend-following funds and algorithms can amplify purchases creating a self-fulfilling loop. Gold now is essentially fear insurance or trading psychology. People pile in when worried exit when confident. Theres no underlying cash flow earnings or dividends. Mood trade all the way https://twitter.com/i/web/status/2020229526769287323"
X Link 2026-02-07T20:13Z [----] followers, [---] engagements

"Nope. U.S. real GDP growth has averaged 23% over the last [----] years. Even during post-WWII recoveries or the 1990s tech boom growth rarely exceeded 45% real. 8% growth would be more than double a best-case normal cycle which is unrealistic without extraordinary circumstances. And if he wants mid-to-high level inflation then money you have will devalue quickly. https://twitter.com/i/web/status/2020237524069679378 https://twitter.com/i/web/status/2020237524069679378"
X Link 2026-02-07T20:45Z [----] followers, [--] engagements

"Finallysomeone said it out loud. This is exactly what Ive been flagging for a while: the commercial real estate problem was never contained it was just delayed by extend-and-pretend financing and denial. Office CMBS blowing past the GFC peak isnt a surprise its the logical endpoint of structurally impaired demand colliding with higher rates and refinancing cliffs. A +600% surge in delinquencies over three years doesnt happen in a healthy marketit happens when the business model itself breaks. This isnt cyclical pain its a regime change. My view has consistently been that office is the"
X Link 2026-02-07T21:47Z [----] followers, 11.9K engagements

"@Dearme2_ Football are we talking about football as soccer Or flag football I can easily beat the system that way"
X Link 2026-02-07T21:59Z [----] followers, [---] engagements

"@LeadingReport Pretty fair comment. @grok any us politicians got taken down"
X Link 2026-02-07T22:38Z [----] followers, [----] engagements

"No in my opinion. once an economy adapts to 0% everything becomes rate-sensitive: housing tech valuations government deficits private equity even labor markets. Thats why markets keep begging for a return to ZIRP not because its healthy but because it papers over structural weaknesses. Going back would lock in those distortions permanently. Not to mention it will ruin central bank credibility and bring inflation back like crazy https://twitter.com/i/web/status/2020269006884598077 https://twitter.com/i/web/status/2020269006884598077"
X Link 2026-02-07T22:50Z [----] followers, [---] engagements

"Slower Hiring Slower Income Growth: Fewer new jobs mean fewer people earning wages which reduces consumer spending. Weaker Bargaining Power Slower Wage Growth: Workers have less leverage limiting wage increases which also reduces spending power. Companies cutting job openings often expect lower demand which can slow investment and production. Historically sharp drops in job openings precede economic slowdowns so this could forecast a broader slowdown in [----]. It's definitely gonna impact the economy. Let's see if AI can turn into spending and keep other non-AI industries alive."
X Link 2026-02-08T00:20Z [----] followers, [----] engagements

"@StockMKTNewz $SOFI bulls assemble It's a lovely business. I hope the melt down can kick it to low-teens.need lower entry price"
X Link 2026-02-08T00:21Z [----] followers, [----] engagements

"@LeadingReport Deflation time is coming or are all my Nebraska peeps getting poorer a bit today. @grok why do they approve a salary drop"
X Link 2026-02-08T00:26Z [----] followers, [---] engagements

"@unusual_whales Oof a tariff card might be coming to his way"
X Link 2026-02-08T00:27Z [----] followers, [---] engagements

"@Barchart Large-scale layoffs reduce consumer spending which is 70% of U.S. GDP. Less spending can slow growth. Companies cutting jobs in January could signal they expect slower demand for their products/services in [----]. Economy will go down"
X Link 2026-02-08T00:51Z [----] followers, [----] engagements

"@jonchimpo23 @KobeissiLetter Yes i think so. AI can boost up energy / infrastructure / software businesses sure. How would businesses like Kraft & Heinz Coca-Cola Pepsi make extra money if consumption demand is shrinking. (Assuming AI and automation can shrink their capex magically)"
X Link 2026-02-08T00:54Z [----] followers, [---] engagements

"@Gubloinvestor I know the answer you want to hear $ZETA"
X Link 2026-02-08T00:54Z [----] followers, [---] engagements

"@jonchimpo23 @KobeissiLetter Tax one is a good hit. I feel like the economy now is lagging on things considering all these policy changes take time to show effects. Tariffs refund Maybe. I doubt its sustainable though. A lot of businesses wont survive if it lasts longer"
X Link 2026-02-08T01:07Z [----] followers, [--] engagements

"@Kalshi Everyone knows. Expect to see spending going down and economy going stagnant"
X Link 2026-02-08T01:32Z [----] followers, 14.4K engagements

"@MG_Feed @Kalshi Interesting take"
X Link 2026-02-08T01:54Z [----] followers, [---] engagements

"@87BTG87 @Kalshi Might burst soon it feels like there is a lack of confirmation and data was giving mixed signals. Now we are seeing way more negative then positive"
X Link 2026-02-08T02:46Z [----] followers, [---] engagements

"@Mr_Derivatives Considering last & upcoming friday might be a payday for some people. We might see some passive liquidity. We will see the tax season impact over soon in a few weeks"
X Link 2026-02-08T02:52Z [----] followers, [---] engagements

"@jonchimpo23 @Gubloinvestor $KHC its built on a block of cheese and some ketchup"
X Link 2026-02-08T02:53Z [----] followers, [--] engagements

"The fiscal [----] landscape for the titans of technology has evolved from a race for dominance into a test of fundamental financial physics. While the narrative of [----] was built on the promise of http://x.com/i/article/2020352918956732416 http://x.com/i/article/2020352918956732416"
X Link 2026-02-08T04:41Z [----] followers, [---] engagements

"I might be overly bearish sometimes. However I do feel like the market is currently rewarding the revenue growth but ignoring the capital intensity. If the software companies $AMZN $MSFT $META using this infrastructure (the "SaaS" layer) don't start seeing a massive ROI soon they will cut their cloud budgets. If that happens the Big Three will be left with hundreds of billions in "Stranded Assets"data centers full of aging chips that nobody wants to rent. I write this not to become the next big short but to simply express my thoughts. I'd love to hear people's thoughts as well as different"
X Link 2026-02-08T04:44Z [----] followers, [---] engagements

"@DeItaone In this case i might have to agree with them. Goldman isnt calling a crashtheyre calling continued instability and forced selling pressure. Thats a very different thing and its usually right before people start arguing about overreaction"
X Link 2026-02-08T17:25Z [----] followers, [----] engagements

"Investors are expecting the government to pursue aggressive fiscal stimulus and keep monetary policy easy which reduces the attractiveness of the yen vs the dollar. A weak yen means Japanese consumers pay more for imported goods (fuel food electronics) contributing to inflation. But a weaker yen also make Japanese goods cheaper abroad boosting exporters profits. Thats often good for corporate earnings and stock indices like the Nikkei. Mixed signals. https://twitter.com/i/web/status/2020560374458695927 https://twitter.com/i/web/status/2020560374458695927"
X Link 2026-02-08T18:08Z [----] followers, [----] engagements

"@WatcherGuru @grok what makes them say that"
X Link 2026-02-08T18:13Z [----] followers, [----] engagements

"Aparently Maxwells accounts at UBS reportedly handled up to about $19 million over the years leading up to her arrest in [----] and her [----] conviction on sex-trafficking charges. The bank assigned her dedicated relationship managers and provided services typically offered to wealthy clients including moving funds and managing investments. After Jeffrey Epstein was arrested in mid-2019 UBS continued to facilitate financial transactions for Maxwell including moving money between her accounts as requested even weeks after the arrest. This is all starting to make sense @grok thoughts"
X Link 2026-02-08T18:23Z [----] followers, [----] engagements

"@unusual_whales Gotta give it to the EU politicians they take Epstein relations seriously. Ive seen more severe actions and charges being pressed on EU politicians thanwellUS politicians"
X Link 2026-02-08T18:24Z [----] followers, [----] engagements

"@WallStreetMav Feels fishy. @grok who were they gonna tease"
X Link 2026-02-08T18:24Z [----] followers, [----] engagements

"That number feels off to me I get that official inflation in the U.S. is slowing but not collapsing toward 0.6% annually. Reliable government data and centralbank commentary both show inflation still well above that level. Low singlemonth or alternative measure readings dont change the broader trend. https://twitter.com/i/web/status/2020569051630846342 https://twitter.com/i/web/status/2020569051630846342"
X Link 2026-02-08T18:42Z [----] followers, [---] engagements

"@VladTheInflator To be honeat i can get behind it. The fund is not properly used and private market can do better in many things better efficiency better service etc"
X Link 2026-02-08T20:27Z [----] followers, [---] engagements

"@Polymarket @grok context And do you think its fair"
X Link 2026-02-08T20:28Z [----] followers, 80.8K engagements

"@spectatorindex @Kalshi Oof i dont know. California doesnt turn out that great. @grok whats your take on this Is he a qualified candidate"
X Link 2026-02-08T20:29Z [----] followers, [----] engagements

"Republicans and conservatives often rhetorically oppose big government but in practice people tend to support programs that help them personally. Funny how humanity works sometimes. But the truth isits all about self-interest and human nature. Virtually everyone likes programs that help them regardless of ideology"
X Link 2026-02-08T20:54Z [----] followers, [---] engagements

"It seems like there will be a significant shift in the relationship between the Federal Reserve and the Treasury. The proposed accord could lead to greater coordination but it also raises fundamental questions about the independence of the Fed and the potential for increased market volatility and a blurring of monetary and fiscal policies. Drunkenmiller would be proud. @grok did bessent and warsh work together directly before https://twitter.com/i/web/status/2020603761652347031 https://twitter.com/i/web/status/2020603761652347031"
X Link 2026-02-08T21:00Z [----] followers, [----] engagements

"I cannot wait to see everyones memes and mean comments about super-bowl tonight. @grok and X algorithm please make sure people can see this. I need some laughters"
X Link 2026-02-08T21:56Z [----] followers, [---] engagements

"@KobeissiLetter Its gonna be the start of the next bull market We will never see correlation or pullback ever again"
X Link 2026-02-08T23:18Z [----] followers, [---] engagements

"@saylor @Strategy Actually i have another one. MSTR Michael Saylor Trick Retail Feels like thats better actually"
X Link 2026-02-08T23:20Z [----] followers, [----] engagements

"I cant believe the momentum right now because I just crushed 1.5M impressions this week and officially crossed the [----] followers mark To be honest its a lot of hustling behind the scenes but Im absolutely loving every second of it. The goal is clear: I want to hit that 5M milestone ASAP and Im not slowing down until I leave the finish line far behind. A massive thank you to everyone who chooses to bear with me and my rants and to everyone Ive met along this journey so far. The back-and-forth in the comments is the best part of this platformkeep it coming 💬 I'd love to meet more FinX friends"
X Link 2026-02-08T23:29Z [----] followers, [----] engagements

"Reports show Binance listed and supported a stablecoin called USD1 launched by World Liberty Financial a crypto venture co-founded or associated with Trump family interests after Trumps [----] election win. A $2 billion investment in Binance was made using that stablecoin not necessarily a direct payout to the Trump family but a large transaction highlighting economic links between Binance and World Liberty Financial. Hmmmmmwhat do we think guys https://twitter.com/i/web/status/2020649604081934562 https://twitter.com/i/web/status/2020649604081934562"
X Link 2026-02-09T00:03Z [----] followers, [----] engagements

"@FoxNews ok.why @grok why. just.why"
X Link 2026-02-09T00:07Z [----] followers, [---] engagements

"Markets are pricing currency stress + policy risk not growth. A move like that in gold and silver would scream loss of confidence in fiat higher inflation risk and demand for hard assets not everything is fine. It fits with tightening credit leverage cracking and investors quietly reaching for hedges. Another wild week yeah and probably not the last one. I feel like it might be the new regular theme for traders and investors. https://twitter.com/i/web/status/2020652530309460271 https://twitter.com/i/web/status/2020652530309460271"
X Link 2026-02-09T00:14Z [----] followers, [----] engagements

"@zerohedge Sometimes you gotta give uncle warren respect. He timed it at the exact moment to entry and the hedging strategy helped them mitigate the Yen risk. Master of Investing"
X Link 2026-02-09T00:35Z [----] followers, [----] engagements

"@KobeissiLetter He wants to see inflation flying. Doesn't he"
X Link 2026-02-09T00:36Z [----] followers, [--] engagements

"This year's Super Bowl commercials are lame"
X Link 2026-02-09T00:54Z [----] followers, [---] engagements

"@zerohedge Shes openly pro-stimulus pro-defense spending and tolerant of BOJ accommodation. I'd assume that'd bring in more debt. So investors immediately price more issuance + less restraint yields jump. At this time it's a Ponzi-scheme"
X Link 2026-02-09T00:58Z [----] followers, [----] engagements

"@TrdeToScale Yes feels like rams vs patriots one"
X Link 2026-02-09T01:05Z [----] followers, [--] engagements

"First of all. Scarcity is a necessary condition for value not a sufficient one. There are plenty of scarce things nobody wants: Rare coins with no buyers Dead altcoins with hard caps Beanie Babies (fixed supply after production stopped) Price = scarcity demand utility trust. Bitcoins supply is fixed demand is not. Second Gold has non-monetary demand Bitcoin does not Gold demand comes from:Jewelry Central banks Industry Culture Monetary hedging Bitcoin demand comes from Store-of-value belief Speculation Capital controls Narrative If the monetary thesis weakens Bitcoin has no fallback demand."
X Link 2026-02-09T02:07Z [----] followers, [----] engagements

"@BleacherReport @NFL If i am Christian Gonzalez i would make sure Drake Maye gets my rage"
X Link 2026-02-09T02:23Z [----] followers, [---] engagements

"@StockMKTNewz how did this guy keep coming up ideas But also.how cash rich is he. @grok whats his puzzle about"
X Link 2026-02-09T02:43Z [----] followers, [----] engagements

"@Jetson_Dad At least rams vs patriots was close"
X Link 2026-02-09T02:53Z [----] followers, [--] engagements

"@Polymarket Do we need this projection This game sucks Half time show sucks.and commercials are plain"
X Link 2026-02-09T02:55Z [----] followers, [---] engagements

"Imagine someone paid $400 for parking $200 for the burger just to see a boring game a boring half time show and get stuck in traffic post-game. Probably paid with BNPL card $AFRM"
X Link 2026-02-09T03:02Z [----] followers, [---] engagements

"@cryptorover What a guy Alright massie you are up @grok who should be delegated to ask for those names"
X Link 2026-02-09T04:31Z [----] followers, [----] engagements

"@BleacherReport @NextGenStats @FOS @Patriots give bad bunny a contract. Dude pushed more yards that your whole team. @grok bad bunny gives more yard than any other players in tonights game"
X Link 2026-02-09T05:24Z [----] followers, [----] engagements

"@unusual_whales What a dude @grok who should people delegate tbe task of asking epsteins clients name give us a few options"
X Link 2026-02-09T05:25Z [----] followers, [----] engagements

"@cryptorover Thats quick. I lost count of the turnovers. My UK friends how do you feel about Starmer @grok what makes him resign after a short period of time"
X Link 2026-02-09T05:31Z [----] followers, [----] engagements

"Good night world. Tonights super bowl is lame. Good night world. Im done arguing for today. Still paranoid about an AI bubble still interested in $BTC rage bait still bluntly transparent. Logging off before the timeline melts my brain. Peace🤌🤌🤌 Good night world. Im done arguing for today. Still paranoid about an AI bubble still interested in $BTC rage bait still bluntly transparent. Logging off before the timeline melts my brain. Peace🤌🤌🤌"
X Link 2026-02-09T06:16Z [----] followers, [---] engagements

"I think there are a few reasons. [--]. US Treasuries are risk-free only if youre on good terms with the US. Russia showed everyone that reserves can be frozen overnight. China doesnt want hundreds of billions parked in an asset that can be politically impaired even partially [--]. Holding Treasuries means exposure to USD duration risk and FX risk. Reducing Treasuries lets banks rebalance toward shorter-duration USD assets gold strategic commodities and domestic liquidity support. @grok what else did i miss https://twitter.com/i/web/status/2020744695442215268"
X Link 2026-02-09T06:20Z [----] followers, [----] engagements

"This thesis is directionally interesting but overstated. The risk isnt an imminent U.S. collapse in isolationits gradual fiscal erosion via inflation financial repression and balance-sheet stress especially in Treasuries and CRE. Global capital has diversified more than in [----] so contagion may be weaker but the U.S. still anchors global liquidity trade finance and risk pricing. Rotation out of U.S. assets can make sense at the margin but framing the S&P [---] as collateral damage and the U.S. as sinking alone turns a nuanced macro shift into clickbait."
X Link 2026-02-09T15:22Z [----] followers, [----] engagements

"@KobeissiLetter @grok why do you think they are doing this"
X Link 2026-02-09T15:23Z [----] followers, [---] engagements

"@LeadingReport This is disgusting and concerning. @grok why do you think he purchased that Crazy"
X Link 2026-02-09T15:24Z [----] followers, 21.6K engagements

"@DeItaone 62% expecting higher inflation tells you something important: people no longer trust transitory soft landing or mission accomplished narratives. Even if growth slows they expect deficits geopolitics deglobalization housing + insurance costs People are waking up"
X Link 2026-02-09T15:39Z [----] followers, [---] engagements

"@Kalshi @grok why are they selling 100-year old bonds"
X Link 2026-02-09T15:48Z [----] followers, 14.2K engagements

"Dr. Burry [--]. Alphabet is far more diversified and entrenched than Motorola in multiple high-margin recurring-revenue businesses search ads cloud AI YouTube. Wouldnt the risk of instant irrelevance be lower [--]. Do you believe this is them trying to lock in ultra lower rate which reflects their concerns over future rates be higher than what we are seeing today Even in todays higher-rate environment large tech companies can borrow at rates far below their expected returns on capital. A 100-year bond lets Alphabet essentially borrow money almost forever at todays rate which is cheaper than raising"
X Link 2026-02-09T16:10Z [----] followers, 11.4K engagements

"Considering the recent housing market mortgage borrowing is decelerating so new credit isnt coming from big-ticket wealth-building purchases. That rules out healthy expansion via housing-driven consumption. Then Credit is funding essential expenses. If people are taking on credit to cover everyday expenses groceries utilities medical bills or debt rollover thats a sign discretionary spending is constrained. This is not good. https://twitter.com/i/web/status/2020896318038671858 https://twitter.com/i/web/status/2020896318038671858"
X Link 2026-02-09T16:23Z [----] followers, [--] engagements

"@Polymarket Crazy time. They bought Motorola and now they repeat what they were doing"
X Link 2026-02-09T16:28Z [----] followers, [--] engagements

"Energy prices and currency strength can cause temporary swings in headline inflation but these are often transient. For example a stronger euro can reduce import costs and headline inflation briefly but underlying price pressures remain. This feels like a temporary drop to me. :) https://twitter.com/i/web/status/2020898843437490514 https://twitter.com/i/web/status/2020898843437490514"
X Link 2026-02-09T16:33Z [----] followers, [---] engagements

"@DeItaone Investors see it as a safe bet because Alphabet has massive cash flow low default risk and strong credit ratings. Even with rising rates demand like this shows the market trusts the company to meet its obligations. At this point people want stability you know"
X Link 2026-02-09T17:13Z [----] followers, [----] engagements

"@zerohedge Investors see it as a safe bet because Alphabet has massive cash flow low default risk and strong credit ratings. Even with rising rates demand like this shows the market trusts the company to meet its obligations. People just want to play it safe sometimes yk"
X Link 2026-02-09T17:20Z [----] followers, [---] engagements

"@Kalshi Damn. How cash rich is he @grok can you share the details"
X Link 2026-02-09T17:20Z [----] followers, [----] engagements

"If you think about new cars the situation is even tighter: their profit margins often sit below tariff levels meaning any import taxes or trade-related costs have to be absorbed limiting the ability to lower prices. That dynamic further pushes buyers toward used vehicles keeping used car inflation hot. Then if you think about the interest rate most people finance vehicle purchases. When interest rates are high monthly payments rise significantly for the same loan amount. So if used car prices are climbing +23% MoM that cost is compounded by higher financing costs. Inflation will come back"
X Link 2026-02-09T18:07Z [----] followers, [---] engagements

"@StockSavvyShay $5.4B run-rate at 65% YoY growth and positive free cash flow shows the business isnt just scaling top-lineits financially healthy a key indicator of sustainability. Wonder when its going IPO at this point. Pretty interesting busness"
X Link 2026-02-09T18:31Z [----] followers, [---] engagements

"@DeItaone Even higher-income households are facing higher costs for essentialsenergy housing and taxesso theyre trading down to value retailers like Walmart and dollar stores. So its recession not even any stagflation"
X Link 2026-02-09T18:45Z [----] followers, [----] engagements

"Why are home prices diverging up and away from the household income trend line Answer: if its not income its leverage. What exactly are the incentives of lenders that make mortgages only to sell them on through to Wall Street Answer: volume at the expense of credit standards. When interest rates bottom how far could lenders push mortgage terms in order to keep refinancing home prices and loan volumes rising The answer to this question would put a ticking timer on the boom and a date on the crash. You can say anything about Dr.Michael Burry. He called it and this is exactly whats going on now"
X Link 2026-02-09T18:49Z [----] followers, [---] engagements

"@BitcoinJunkies @grok how many times did he call a price at final all time high. List all the details"
X Link 2026-02-09T19:04Z [----] followers, [----] engagements

"@Kalshi Fine. I will go use @grok and @GeminiApp. There are ways to pivot. And whatever app I use is good enough for my basic questions"
X Link 2026-02-09T19:14Z [----] followers, [---] engagements

"Ive accepted that bull markets seem to go on long and prosper forever even when the reality of the economy doesnt support it. The gap between Wall Street and Main Street feels enormous: yes the rich get richer the poor get poorer but there isnt enough actual spending to justify this growth. AI hype and software narratives flood the headlines but often it doesnt translate into real economic impact. Still the market keeps climbing disconnected from everyday life and you have to recognize that fact if you want to navigate it. In the end its incredible and frustrating how markets can keep running"
X Link 2026-02-09T19:19Z [----] followers, [----] engagements

"@DeItaone They can force GOP lawmakers to choose between supporting Trumps tariffs or opposing them publicly which can become a political issue especially in swing districts. Imagine the refund and how it would cause the market to turbulent"
X Link 2026-02-09T19:50Z [----] followers, [----] engagements

"@LeadingReport Hope they can update us. I am very curious about what they find about the whole case. @grok who are the members"
X Link 2026-02-09T19:57Z [----] followers, 16.7K engagements

"The deficit being $143B lower YoY doesnt mean the fiscal situation improved structurally. Its mostly driven by [--]. Timing effects (tax receipts pulled forward delayed outlays) [--]. One-off revenue boosts (capital gains nominal GDP inflation) [--]. Higher inflation juicing nominal tax receipts even as real growth slows So the government is collecting more in nominal dollars not because the economy is healthier but because prices and wages inflated upward. https://twitter.com/i/web/status/2020955715519774811 https://twitter.com/i/web/status/2020955715519774811"
X Link 2026-02-09T20:19Z [----] followers, [----] engagements

"I can foresee this happening: The U.S. would lower certain [----] tariffs in exchange for China committing to a minimum "floor" of Treasury holdings (e.g. maintaining at least $700B$750B) Luckily if China dumps dollars the Yuan (RMB) strengthens. This makes Chinese exports more expensive potentially killing their domestic manufacturing growth. So we won't see any sell-off now but eventually we want it to stay above a certain threshold. https://twitter.com/i/web/status/2020963286687080607 https://twitter.com/i/web/status/2020963286687080607"
X Link 2026-02-09T20:49Z [----] followers, [---] engagements

"Because new cars are an essential durable good a price tag over $50000 keeps upward pressure on "Core Inflation" (which excludes volatile food and energy). Even if prices stabilize at this high level the year-over-year comparison remains "sticky" making it harder for the Fed to reach its 2% target. Meanwhile automakers have largely abandoned the sub-$25000 market. Brands like Subaru have dropped base trims entirely effectively raising entry prices by $5000 overnight. For middle- and lower-income Americans a new car is no longer a standard purchaseits a luxury. Unaffordability is coming back."
X Link 2026-02-09T20:52Z [----] followers, [----] engagements

"Is it me or I am actually seeing a lot of planned lay off It's genuinely concerning. I did some research. It turns out to be.a lot. $SQ (Block) Reportedly planning to cut up to 10% of its workforce (roughly [----] employees) as part of a wider business overhaul to hit profit targets. $AMZN (Amazon) Confirmed a reduction of [-----] corporate roles in late January/early February to remove middle management layers and flatten its organizational structure. $UPS (United Parcel Service) Slashing up to [-----] operational jobs throughout [----] due to declining shipping volumes and increased network"
X Link 2026-02-09T21:27Z [----] followers, [---] engagements

"@LeadingReport Refuse to connect the dot but this is shady. I don't like him and some of the stuff he talked about. @grok what's Bannon's involvement in Epstein's case"
X Link 2026-02-09T21:29Z [----] followers, [---] engagements

"Nike over-ordered inventory during the supply chain scares of 2021-2022. Now with Chinas economy slowing down in [----] they are sitting on mountains of unsold shoes. They have to cut staff to protect their Gross Margin because theyve been forced to sell those shoes at heavy discounts. Almost everyone is now paying to de-leverage for their past actions. https://twitter.com/i/web/status/2020976985384657143 https://twitter.com/i/web/status/2020976985384657143"
X Link 2026-02-09T21:43Z [----] followers, [---] engagements

"Even with the Fed easing slightly in early [----] mortgage rates are hovering around 6.2%. For someone who bought a $450000 home with 3.5% down their equity is paper-thin. Some of these buyers are the most likely to end up underwater. Some of these lower-income first-time buyers are "over-leveraging through minimal down payments" making them the first to be wiped out. If their home value drops just 5% they are "seriously underwater." As of Q4 [----] about [---] million properties (2.2% of all mortgages) are in negative equitya 21% increase year-over-year. Bubble is starting to burst"
X Link 2026-02-09T21:46Z [----] followers, [--] engagements

"Chinese exporters are actually cutting prices for U.S. importers to remain competitive under the heavy tariff burden. This is an attempt to "share the pain" of the 45%+ tariffs just to maintain a foothold in the American market. To protect their total global revenue these same firms are raising prices on exports to Britain. Mann explicitly noted that China is using the UK and EU as "profit buffers" to recover the margins they are losing in North America. If US is not suffering a lot in this trade war someone else has to. The ones relying on global trades more will have to absorb some of the"
X Link 2026-02-09T21:50Z [----] followers, [----] engagements

"@RayDalio Power isn't just the ability to break the rules; it's the ability to create a reality where others choose to follow your rules because it serves their interests too. That's why people are showing resentment because their interests are taken seriously"
X Link 2026-02-09T21:54Z [----] followers, [---] engagements

"@DeItaone Lmao please. Starting Gold hit a staggering record of $5595/oz in late January [----]. This isn't just "starting"it's a full-blown flight to hard assets. Gold is the ultimate "anti-dollar" vote. People started in [----] and 2025"
X Link 2026-02-09T21:55Z [----] followers, [----] engagements

"@cryptorover Do we think both of them are compromising Both entities are having major issues. Beijing may lift equity caps on U.S. banks and insurers operating in China to entice more U.S. capital back into their slowing economy. That might be something massive to offer"
X Link 2026-02-09T22:01Z [----] followers, [---] engagements

"Economists (Goldman Vanguard) are forecasting 2.2% to 2.8% for [----]. A 15% jump would require a productivity miracleessentially AI replacing every manual process overnight. In "Realist" terms this number is a rhetorical anchor used to make 5% or 6% look like a "compromise." He wants inflation back so bad doesn't he https://twitter.com/i/web/status/2020983733713612812 https://twitter.com/i/web/status/2020983733713612812"
X Link 2026-02-09T22:10Z [----] followers, [---] engagements

"@FirstSquawk By picking Warsh Trump is betting that lower rates combined with "One Big Beautiful Bill" (tax cuts/deregulation) will spark a CAPEX boom. If Warsh "looks through" tariff inflation to keep rates low he is choosing growth over price stability. Then that's a disaster"
X Link 2026-02-09T22:14Z [----] followers, [---] engagements

"@vladtenev How's the earning Vlad I personally love the credit card product. But I do think that the betting market thing needs some work"
X Link 2026-02-09T22:21Z [----] followers, [---] engagements

"I was looking back my 1-month mark. I think the hustle is definitely there. I might be able to hit 5M target next month hopefully. What do people dislike / like about my content I'd love to know [--]. What contents do you find helpful [--]. Do you like my essays Are they creating values / fun for you guys [--]. If I want to create one more kind of content would you like to be economy-related or my personal portfolio I cant believe the momentum right now because I just crushed 1.5M impressions this week and officially crossed the [----] followers mark To be honest its a lot of hustling behind the scenes"
X Link 2026-02-09T22:28Z [----] followers, [----] engagements

"@PathofTheDollar $PGY is getting interesting. If credit situation is getting worse they would have more room to grow"
X Link 2026-02-09T22:29Z [----] followers, [---] engagements

"@DeItaone [--]. There is a bridge [--]. Why they shut off the bridge [--]. What is it now @grok care to weigh in"
X Link 2026-02-09T22:50Z [----] followers, [----] engagements

"@finance_intell Id have to saysuper-bowl and $HIMS"
X Link 2026-02-09T22:50Z [----] followers, [--] engagements

"@DeItaone At this point blind people are seeing them. Cracks are there. But they cant cut much before send the asset price to the roof. There are also yield issues from Japan. Warsh is having a tough time ahead"
X Link 2026-02-09T22:52Z [----] followers, [----] engagements

"@Slimvalue @TradeChronicle @MrBeast Next step would be him acquiring an insulin business and require cash upfront for any treatments. Cash flow will be crazy"
X Link 2026-02-09T23:23Z [----] followers, [--] engagements

"@Slimvalue @TradeChronicle @MrBeast Eventually fully acquire $HIMS and reward people who hold until then"
X Link 2026-02-09T23:29Z [----] followers, [---] engagements

"@saylor Interesting did $MSTR move back one spot What happened recently Did anyone know $MSTR is just a leveraged $BTC play. Stop misleading people"
X Link 2026-02-10T00:25Z [----] followers, [---] engagements

"I want to make it very clear. Dr. Michael Burry and I are friends. To make it more clear the whole friendship is rock solid. The friendship exists vividly in my head. And he just acts like he http://x.com/i/article/2021051675738255360 http://x.com/i/article/2021051675738255360"
X Link 2026-02-10T03:28Z [----] followers, [----] engagements

"Lets be real: I am not just writing an essay; I am basically a one-person Michael Burry fan club and honestly Its a vibe. In [----] I realized that Dr. Burry isn't just a guy with a cool drum kithes the guy who sees the "glitch in the Matrix" before it actually breaks the simulation. From the $5500 gold to the Japan bond yield concern I write this to recap his [----] comments. Remember I am not "crazy"I am just early. (Which as we know from The Big Short is the same thing.) https://t.co/09kKN7eNfi https://t.co/09kKN7eNfi"
X Link 2026-02-10T03:31Z [----] followers, [---] engagements

"@Kalshi They can't realize it when he said he can revive 'Radio Shack' No one can revive that. Lol"
X Link 2026-02-10T03:57Z [----] followers, [----] engagements

"@elonmusk How do you find time to internet surfing while you are doing all the Starlink / Space X stuff"
X Link 2026-02-10T04:01Z [----] followers, [---] engagements

"Anyone else feel like theyre falling behind scrolling X Everyone flexing net worths luxury cars lifestyles. Meanwhile Im quietly saving investing and trying to build my first million from scratch. Progress just looks boring sometimes. Does it feel the same to everyone else https://twitter.com/i/web/status/2021075266169106573 https://twitter.com/i/web/status/2021075266169106573"
X Link 2026-02-10T04:14Z [----] followers, [----] engagements

"@TradeChronicle I have a dark view on housing market now haha. I think some real estates are liabilities under the mask of assets. I am sure you will get good rates and good deals though"
X Link 2026-02-10T04:25Z [----] followers, [--] engagements

"@BleacherReport It's college basketball. Anything can happen Gonna be a wild march madness"
X Link 2026-02-10T04:28Z [----] followers, [---] engagements

"@cryptorover @grok Confirm this. I can only see that in February [----] BlackRock transferred about [----] BTC ($156M) and [-----] ETH ($92M) to Coinbase totaling nearly $250M in crypto movements. Not sure if that's a sales. It's only a move"
X Link 2026-02-10T05:03Z [----] followers, [----] engagements

"@AntoniusEmporos constantly. corporate and treasury"
X Link 2026-02-10T05:08Z [----] followers, [--] engagements

"@NavalismHQ @naval @grok thoughts and why would he say that"
X Link 2026-02-10T05:19Z [----] followers, [---] engagements

"@Investinc_Intel Good stuff keep it up"
X Link 2026-02-10T05:29Z [----] followers, [--] engagements

"@JesseCohenInv @grok is the video current / recent What's the context behind it"
X Link 2026-02-10T05:44Z [----] followers, [----] engagements

"@FinanceLancelot @grok show me evidences and proof"
X Link 2026-02-10T05:51Z [----] followers, [----] engagements

"elon will be my next bff after dr.burry gives in So sad sometimes i feel like Elon Musk have no friend https://t.co/8E1SKHiA1V So sad sometimes i feel like Elon Musk have no friend https://t.co/8E1SKHiA1V"
X Link 2026-02-10T05:57Z [----] followers, [---] engagements

"@Investor_Jelle Gotta do that every day lol"
X Link 2026-02-10T06:46Z [----] followers, [--] engagements

"@StockMKTNewz @grok tell me more"
X Link 2026-02-10T14:30Z [----] followers, [---] engagements

"@unusual_whales Yes because economy is not good. Senior roles are shrinking. They dont need junior roles anymore. All companies are tightening their budget"
X Link 2026-02-10T14:31Z [----] followers, [----] engagements

"@DeItaone That excuse is lame lol. Its worse than MIT donations and being there to meet friends"
X Link 2026-02-10T14:56Z [----] followers, [----] engagements

"@unusual_whales Oof this is not good. They might see weak volume data ahead. @grok why do they do this on coinbase"
X Link 2026-02-10T14:59Z [----] followers, [---] engagements

"@Mr_Derivatives Just plain crazy. Maybe we are in a bull market"
X Link 2026-02-10T15:12Z [----] followers, [---] engagements

"@Polymarket Oof he should go right"
X Link 2026-02-10T15:15Z [----] followers, [---] engagements

"@Polymarket @grok what did he say exactly Give us the exact quote"
X Link 2026-02-10T15:18Z [----] followers, 20.2K engagements

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