@marketfrankford Avatar @marketfrankford Jorge

Jorge posts on X about $spy, $nvda, $tsla, money 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 stocks finance technology brands cryptocurrencies countries celebrities automotive brands us election social networks travel destinations

Social topic influence $spy, $nvda, $tsla, money, nvda, fomc, stocks, china, bitcoin, $sofi

Top accounts mentioned or mentioned by @dizzletherizzle @dampedspring @jamcroissant @elonmusk @fundstrat @crowdedmktrpt @tripledtrader @amlivemon @grok @thetradingagent @biancoresearch @convertbond @allstarcharts @unusualwhales @bobeunlimited @stockmarketnerd @lynaldencontact @urbankaoboy @trickyd1ck @yardeni

Top assets mentioned SPDR S&P [---] ETF Trust (SPY) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Bitcoin (BTC) RAI Finance (SOFI) Newmont Corporation (NEM) Pfizer, Inc. (PFE) PAN American Silver Corp (PAAS) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) NuCypher (NU) Robinhood Markets, Inc. (HOOD) Basis Cash (BAC) Revolution Medicines, Inc. (RVMD) Numeraire (NMR) Oxygen (OXY) Metadium (META) Palantir Technologies Inc. (PLTR) Rivian Automotive, Inc. (RIVN) ARK Innovation ETF (ARKK) XPENG INC. (XPEV) Intuitive Machines, Inc. (LUNR) Rally (RLY) Uber Technologies, Inc. (UBER) Poseida Therapeutics, Inc. (PSTX) April (APRIL) Incyte Corporation (INCY) Taiwan Semiconductor (TSM) Intel Corporation (INTC) Caribou Biosciences, Inc. (CRBU) Strategy (MSTR) Denison Mines Corp (DNN) Barrick Gold Corp. (GOLD) Dogecoin (DOGE) Rocket Companies, Inc. (RKT) Prime Medicine, Inc. (PRME)

Top Social Posts

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

"Profit taking or no ChemoCentryx stock traded at $68 prior to the Adcom and PDUFA date delay based on a $1.9bn peak sales potential. Full stop. $CCIX to $68-85 by year end"
X Link 2021-10-13T04:19Z [---] followers, [--] engagements

"@michaelbatnick $FCPI"
X Link 2022-04-22T23:18Z [---] followers, [--] engagements

"Next week should see a bear market rally continuation based on VIX and VIXY and UVXY. Once the Fed acknowledges they were wrong on our chances of avoiding recession all bets are off. Could July FOMC surprise with a pause"
X Link 2022-07-02T04:31Z [---] followers, [--] engagements

"The more I reflect on it the more @Geo_papic sounds right to me with his contrarian short term market view (6-18 months). It increasingly looks like most prognosticators have the China commodity bull thesis all wrong. Their over-build of everything looks poised for deflation"
X Link 2022-07-19T05:03Z [---] followers, [--] engagements

"Was $390ish the most obvious bounce level for $SPY this week Seen that exact pivot point 4-5 times this year. Its definitely a level on the level brah"
X Link 2022-09-01T23:41Z [---] followers, [--] engagements

"The case for $GS buying $SOFI just keeps on mounting. Bringing @anthonynoto back to run $GS consumer banking via a $SOFI/Galileo acquisition is the most obvious play in finance for [----]. Lets see if they get it. Goldman Sachs's six-year foray into consumer banking the unit dubbed Marcus is the focus of a new review at the Federal Reserve https://t.co/kVEQRESzm6 Goldman Sachs's six-year foray into consumer banking the unit dubbed Marcus is the focus of a new review at the Federal Reserve https://t.co/kVEQRESzm6"
X Link 2022-09-18T20:45Z [---] followers, [--] engagements

"@RobertA50701611 has been flagging the solid volume on $ERO for a while. Look at it today holding up in a sea of red. So is my hyper contrarian real estate call $UWMC. There are fewer and fewer brick houses to hide in when the wolf blows. $PSTX solid today too but on news"
X Link 2022-10-07T19:20Z [---] followers, [--] engagements

"The action in $ILMN and $PACB + gold silver and copper this week shows some bullish calls for the Xi Pivot. Biotech and commodities oil and gas for next 3-6 months. After that who the hell knows. Id be careful shorting China over the next [--] days. Could be a killer"
X Link 2022-10-25T13:51Z [---] followers, [--] engagements

"Not for nothing but #perspective matters. ETH is still (STILL) over 1000% off its COVID low (Mar'20). BTC over 200%. Find another asset that has held up like that. Not a crypto nut but the more negative everyone gets the more bullish I get. Don't love it trade it"
X Link 2022-11-17T20:01Z [---] followers, [--] engagements

"This right here is when you go big into $BOIL. Not when WTI is floating around $90. This is going to make my year. $BOIL March23s and $DVN $PXD $BSM and $OXY for divvies and buybacks. Bunch of others look good too. $MGY $CRK $JRNGF. WTI below $81. We are now not only trading below the pre-OPEC announcement but are also only up 7.7% YTD. So much about the energy crisis #com #oott WTI below $81. We are now not only trading below the pre-OPEC announcement but are also only up 7.7% YTD. So much about the energy crisis #com #oott"
X Link 2022-11-19T02:51Z [---] followers, [--] engagements

"This end of day move in key oil stocks is not bearish. I only looked at these two since I own 'em: $OXY $DVN. . I'm sure many others look like this"
X Link 2022-11-21T21:46Z [---] followers, [--] engagements

"$TSM this old chart still rings true to me. Rather use $SOXS or shorting $SMH to cover $NVDA $AMD and $INTC in the short but $TSM just asking for it IMO. @thetradingagent started covering $TSM on his YouTube daily as well.worth a watch and follow. Good VPA+Livermore guy"
X Link 2022-12-14T22:18Z [---] followers, [--] engagements

"My gut tells me we see a pump to $400 tomorrow on $SPY but then #freefallFriday back to $385. Not playing it for tomorrow. Jan [--] and March mix of puts and calls mostly market shorts ($SPXS $SQQQ) and key equity longs (bios oil/gas long bond). Hedging with $SOFI 24s"
X Link 2022-12-15T23:14Z [---] followers, [---] engagements

"@fasc1nate @DrPippaM Its unfortunate that this same story has been written for over [--] years. The tech is real but the cost and scale havent followed Wrights Law even after billions in research. Thats telling. $WNDW is cheap enough that I have a gamblers size position in it"
X Link 2023-01-14T12:13Z [---] followers, [----] engagements

"@fasc1nate @DrPippaM I mean this isnt what a transformational tech looks like but maybe its too early. Hard to say but should solar glass not be an obvious benefactor of the IRA $WNDW $CVUEF"
X Link 2023-01-14T12:19Z [---] followers, [----] engagements

"@SquirrelMacro @kevinmuir Hilarious. But check back on this in a year. The BOJ shift trade is still an obvious trade in time. Nothing in Japan can stay out of balance forever"
X Link 2023-04-30T19:08Z [---] followers, [---] engagements

"Hon Hai Precision Industry's once bustling plant in Zhengzhou appeared unusually quiet during a visit in February. At its peak around [------] workers assembled iPhones for Apple there. $APPL https://asia.nikkei.com/Business/Tech/Semiconductors/Chinese-auto-chips-only-Inside-Xi-s-self-sufficiency-campaign https://asia.nikkei.com/Business/Tech/Semiconductors/Chinese-auto-chips-only-Inside-Xi-s-self-sufficiency-campaign"
X Link 2023-04-30T19:26Z [---] followers, [---] engagements

"All the big guns (Tepper Cohen Druck etc) talking up markets and AI hype into the $NVDA earnings call next week is super suspicious. Best traders in history don't share their plays. Theyre dumping their YTD gains on retail heads this month"
X Link 2023-05-18T00:19Z [---] followers, [--] engagements

"@viktorinamerica I personally wont believe the bull hype until we blow past $430 on $SPY with 75% or more companies participating. When the Russell leads thats another one. Its been painful but Im still short but rolling out puts into July-Sep. Accumulating banks and EM fintechs. $NU"
X Link 2023-05-19T03:20Z [---] followers, [--] engagements

"@kouroshshafi Probably the most important book nobody has read that gives the fundamental/macro legs to $NU is Hernando de Sotos Mystery of Capital. Nobody really understands how broken consumer banking is in LM unless theyve lived through it. $NU isnt novelty but essential in LM"
X Link 2023-05-24T03:47Z [---] followers, [--] engagements

"$NVDA is probably gonna rip faces again with what one smart quant calls capitulatory stop-in trade (McElligott). But that is likely the blow off top if it happens. Maybe $NVDA to $335 $SPY $420 again then smoosh into summer"
X Link 2023-05-24T04:02Z [---] followers, [--] engagements

"Wowza $SNOW"
X Link 2023-05-24T20:13Z [---] followers, [---] engagements

"@mbakleh1 Thanks but $NVDA $380 was never on my list of possibilities. I thought $350 maybe. This is just dumb now"
X Link 2023-05-25T01:23Z [---] followers, [--] engagements

"@Convertbond Tinfoil tingling: maybe The Big Guns are puffing up $NVDA with sovereign debt and will press for an all stock merger with $TSM to save the planet from a chip desert. Maybe the Teppers Drucks and Point72s of the world know this hence their very unusual risk on pronouncements"
X Link 2023-05-26T01:40Z [---] followers, [--] engagements

"@Convertbond Yes the power moves were in q1 but the concert of maybe $NVDA goes up regardless of a market smash in public in May is what the kids call sus"
X Link 2023-05-26T01:43Z [---] followers, [--] engagements

"@kingkang80 Huh Jerry Wang is the comparison. Regardless its not about the CEO its about cyclicality glut and competition. $NVDA dominates today but once the data centers are stacked to the teeth will purchase growth continue into infinity Thats what the market cap signals"
X Link 2023-06-04T21:54Z [---] followers, [--] engagements

"$META is [--] years ahead of $APPL has. $500 gen [--] device vs $3500 gen [--] device. Sounds totally rad for $APPL. I think Ill wait for the holodeck while riding a $3500 put position in $APPL"
X Link 2023-06-06T21:38Z [---] followers, [---] engagements

"Those double Tetons on $SOFI just under $8 look ominous lest we forget we hit [----] last year as the moratorium got a [--] month extension. We see $10 before we see $5 this summer. SCOTUS nail in coffin confirmatory end to the moratorium should help"
X Link 2023-06-07T18:41Z [---] followers, [--] engagements

"@t1alpha This is a great thread but this student loan angle seems idiosyncratic at best and doesnt explain $SOFI. An unwind like that should have swooshed it over [--] wk highs yesterday. Still not there even today. Plus the debt deal front ran the SCOTUS decision. No surprises left"
X Link 2023-06-08T23:59Z [---] followers, [---] engagements

"@DizzleTheRizzle @zerohedge $NDAQ is garbage. @thetradingagent has been spot on calling out this turd for over a year"
X Link 2023-06-12T23:50Z [---] followers, [--] engagements

"$SOFI $10 LEAPs was one of the best calls Ive made this year. I fully expect it to dip back to $6-7 with a major $SPY correction. $SOFI trades with fintech regionals banks and $SPY. But any pullback is gift. $10-15 easy this year. Possibly back to $25 if markets rip ATH"
X Link 2023-06-12T23:54Z [---] followers, [---] engagements

"@Frugalbuck Why $16 Genuinely curious. If it breaks $12 its going to $25. Its all about $SPY and $KRE now. If everything rips ATH on $SOFI is possible. Look at the 50k holding LEAPs. Looks like $TSLA in 2013"
X Link 2023-06-14T04:02Z [---] followers, [--] engagements

"@Iris62655179 @UrbanKaoboy But to be clear Im hedging with longs in $SOFI small cap space and Japanese banks and investment houses"
X Link 2023-06-16T00:33Z [---] followers, [--] engagements

"@KyleWhiteGOAT Analysts dont matter but the next regional bank failure will take $KRE back to low $30s and $SOFI will trend with that for no reason. Me I just sell upside calls and chill"
X Link 2023-06-16T18:16Z [---] followers, [---] engagements

"@RobinBrooksIIF But like Australia Brazil is highly reactive to global economic slowdowns. At least $NU solves an ancient problem of bad faith banking in LA. Warren understands this"
X Link 2023-06-17T23:19Z [---] followers, [--] engagements

"Maybe I pare back my bearish positions to more of a 50/50 against my longs ($JEPI $SOFI). Or at least closing puts and buying bear etfs $SQQQ. Less alpha but safer. Still long and short long EM fintechs where the unbanked is over 50% of the pop small cap space"
X Link 2023-06-18T12:34Z [---] followers, [---] engagements

"@StockMarketNerd Am I reading this right $PYPL is selling its future revenue to do stock buybacks today Wow. Worst. Leadership. Ever"
X Link 2023-06-21T01:36Z [---] followers, [---] engagements

"The safest way to express your short in $NVDA is to short $AI instead. The most irrational beneficiary of an irrational exuberance"
X Link 2023-06-21T01:53Z [---] followers, [--] engagements

"@zerohedge I dont know if this is bullish for Bitcoin or not but it definitely sounds bearish for $COIN. Seems like a direct frontal competitor not even close to thinly veiled"
X Link 2023-06-21T02:24Z [---] followers, [---] engagements

"Easiest political stock trade: watch who @elonmusk backs (with $$ not just words). If that person wins $TSLA doubles within [--] months of wherever it is at that time. Hes the Electric Rockefeller"
X Link 2023-06-21T13:31Z [---] followers, [--] engagements

"Selling $SOFI calls paid. It trades with $SPY $XLF $KRE this year. Its a bank stock more than a fintech now. Know this and trading it becomes much more predictable"
X Link 2023-06-23T13:30Z [---] followers, [---] engagements

"$INCY has reducing costs to focus on best growth centers. Baker Bros favorite with Julian Baker personally owning and accumulating (now over 10% owner). Blackrock Rennaisance riding his coattails. Love the dip down here. Will be acquired once leaned out. #BakerClassic $85pt"
X Link 2023-06-23T19:40Z [---] followers, [--] engagements

"Is it me or did nobody talk about the $NVDA meltdown yesterday 5% and dropping"
X Link 2023-06-27T13:13Z [---] followers, [--] engagements

"One of these is telling the truth about global economic health. Trust your doctor"
X Link 2023-06-28T04:19Z [---] followers, [---] engagements

"As expensive as $NU is (and it is) it hasnt even touched its IPO price. And yes it IPOd at peak madness in [--]. But Brazil Australia and India will be the big winners over the next [--] years and $NU is the premier neobank for the unbanked in LA. Still compelling"
X Link 2023-06-28T14:14Z [---] followers, [--] engagements

"$MU earnings sucked and theyll give away whatever gains they gave in AH today. What a joke. If $MU and $GIS are a hint q2 earnings are gonna be hilarious"
X Link 2023-06-28T21:12Z [---] followers, [---] engagements

"Theyre all garbage but if $RDFN $OPEN and $EXPI are gonna rally then $COMP and $HOUS will be 2nd inning (follow on) runners this week. Lagging. These are all gonna dump with the next fed raise and HFL pricing in"
X Link 2023-06-29T12:51Z [---] followers, [---] engagements

"Reaology ($HOUS) and $COMP should just merge already (consolidation) then acquire @Houwzer and take on $RDFN"
X Link 2023-06-29T14:08Z [---] followers, [--] engagements

"@LLequeu interesting Havent seen this data before. The risk of variability seems ominous but the bulk of maturities are 2-5 years out so could be a false alarm. Well be cutting rates by then. Question is which companies have the balance sheets to hold out for that long"
X Link 2023-06-29T23:10Z [---] followers, [--] engagements

"Specialty lenders with high divvies are deep value opportunities in the next 12-24 months of credit contraction and high rate bank financing. $OCSL $ARCC $TSLX are my new long hedges against my market short. 30% of Russell have variable rate loans coming to term next [--] years"
X Link 2023-06-30T09:20Z [---] followers, [--] engagements

"1: largest non-bank bank (Fink Blackrock) in world puffs up bitcoin and touts their new btc product. 2: They dump bitcoin into retail paper hands and wait for the flush. 3: Once btc is back under $20k they start accumulating and time the launch of ETF with the next halving"
X Link 2023-07-06T14:07Z [---] followers, [--] engagements

"@StockMarketNerd It is but pretty hilariously a Robinhood knock off"
X Link 2023-07-08T22:16Z [---] followers, [---] engagements

"The COVID generation will not be a generation of high production or high invention. Why would they They watched their miserable parents YOLO $GME to try an inch out a future while working 2-3 shit jobs from an Orwellian multi-screen nightmare"
X Link 2023-07-09T11:27Z [---] followers, [--] engagements

"$XLF puts to October $META $125 puts to Jan24 $SPY $430 puts August October Long stocks of all the TXs and similar beat up bios (crispr gene editing protein gaming) $PFE $BNTX $PSTX $BEAM $EDIT $CRBU etc"
X Link 2023-07-10T16:16Z [---] followers, [---] engagements

"CNBC was hyperbolic bullish today. $150k Bitcoin pumps $NVDA to $500 buy every tech dip you name it. Just in time for the perennial sell the summer season. Unreal"
X Link 2023-07-10T22:35Z [---] followers, [--] engagements

"@SullyCNBC Soshort the $RIVN pop. Got it"
X Link 2023-07-11T05:45Z [---] followers, [---] engagements

"You know youre in [----] again when $SPY goes from $440 to $441 and it feels like everyones made a million dollars. FOMO is real. Especially when you swim in small cap space and bios. This week is showing the playbook for Oct23-Mar24. $APPL profit takers YOLOing $CRBU"
X Link 2023-07-11T19:41Z [---] followers, [---] engagements

"DXY $100 is a trap. Beijing Parachute yuan doesnt last long in the black hole of overbuilt ghost towns. Yuan catching a bid helping DXY drop but oil catching a bid too. You know what follows $100 crude"
X Link 2023-07-12T19:54Z [---] followers, [--] engagements

"@NickTimiraos In other words core inflation is still over 2x higher than the Feds target of 2%. #HFL"
X Link 2023-07-28T17:10Z [---] followers, [--] engagements

"@allstarcharts The miners all look good just before the halving event. But over the next few months BTC could drop with miners. Look at the put flow for $MARA (Nov Dec23). Drop then pop Rather than pop then flop Earnings good enough to show theyll survive any drop"
X Link 2023-08-11T09:55Z [---] followers, [---] engagements

"Ive been too busy with work today to check for all the deflationistas issuing explanations for how a very hot PPI translates to lower CPI in months to come. Did I miss much #HFL Is Tom Lee still telling folks the Fed is done What does the DXY Wrecking Crew have to say"
X Link 2023-08-11T20:34Z [---] followers, [--] engagements

"@biancoresearch Well at least you can short $META and $TSLA. Distracted CEOs have never been more obvious"
X Link 2023-08-11T20:42Z [---] followers, [--] engagements

"What capitulation Today this from Mike Wilson which sounds to me like an answer to all the folks who misconstrued him as throwing in the towel. And we learn not only Burry but also Einhorn are holding massive market shorts into deflation hopium. $SQQQ"
X Link 2023-08-14T22:51Z [---] followers, [--] engagements

"Im sorry so many people are in that $TLT long trade. It burned me in June [--]. I know how it feels. Unfortunately it has $82.78 in its future. #HFL"
X Link 2023-08-15T19:01Z [---] followers, [----] engagements

"🧐 maybe Im not a complete moron for selling my short position today. OPEX traps have gotten me too many times to believe a Thursday flush. Especially with AI crack fiend $NVDA earnings next week and everybody hyping up bearish JPow when hes been victory lapping since June"
X Link 2023-08-18T00:25Z [---] followers, [---] engagements

"@GarethSolowayMike McGlone of Bloomberg just said their internal analysts are all pointing to $10k BTC. Early sign the crowd is showing up to the short term BTC thesis. Heads up"
X Link 2023-08-18T15:10Z [---] followers, [---] engagements

"I for one dont agree with his take. But its a sure tell that we havent seen The Big Smoosh yet when fintwit paper bears run victory laps after (checking notes) $20 off recent highs on $SPY. Call me at $400 with that noise"
X Link 2023-08-19T00:30Z [---] followers, [--] engagements

"Glad I sold my shorts yesterday and bought the $SPY into next week. $PANW + $NVDA presages a bounce"
X Link 2023-08-19T00:31Z [---] followers, [---] engagements

"@DizzleTheRizzle Really tho $JPM is 40% up from the October low 17% up since SVB 540% up from Feb09 lows. Having trouble seeing a big collapse looking at the banks. I dont think we see The Big Smoosh starting out at the big banks. Regionals maybe. $SCHW and $KEY maybe"
X Link 2023-08-23T00:10Z [---] followers, [---] engagements

"$NVDA will report better numbers then even optimists can predict due to over ordering in the face of gov restrictions. JPow is going to make call relaxing pillow talk at JHole. Market will rally into September. All the garbage will be short squeezed up tricking retail"
X Link 2023-08-23T17:15Z [---] followers, [---] engagements

"look for garbage like $NKLA with 20% short interest (well deserved) to catch a relief bid. Then when the bulls come back for a victory lapCPI + FOMC is a 7-10 day vol trap. Thats when Id expect a flush if not The Big Smoosh. If we hold up past the 15th who knows"
X Link 2023-08-23T17:18Z [---] followers, [---] engagements

"loading up on Brazilian industrial [--] calls $TMF [--] calls and small cap hospital adjacent bios as a long hedge. Plus $NU because South American banks are brokers for vassals not paupers but 99.9% of the people are just trying to get by"
X Link 2023-08-23T17:22Z [---] followers, [--] engagements

"@DizzleTheRizzle I think we have a surprise bull run back to $455 $SPY in the next [--] days then crash back into a reality sandwich between CPI and FOMC between $420-440 $SPY. Up then down. If not we might as well just dance til were dead. More than one swan swimming around this cesspool"
X Link 2023-08-23T17:26Z [---] followers, [--] engagements

"@TripleDTrader And if there is no Taiwan Strait risk maybe $NVDA can go to $1000. There are no comparable levels above $500 and its forward sales multiple is better today than it was yesterday however ludicrously high"
X Link 2023-08-24T05:04Z [---] followers, [--] engagements

"@bespokeinvest @WallStJesus Theyre gonna get smoked once HFL sets in Boomer Cash runs out and [---] mortgage gimmicks hit a media panic wave (cycle should start next year as homeowner shock sets in with balooning payments). Tracking realtor/broker/lender lawsuits for a clue"
X Link 2023-08-26T01:45Z [---] followers, [---] engagements

"Interesting 🧵 here on $NVDA. What gets me is that even if the data center story is real (and it is) land utility and legal constraints are a cap and cloud on future growth. There is zero of that priced into the current sales multiple"
X Link 2023-09-01T20:19Z [---] followers, [---] engagements

"@RJRCapital @SamanthaLaDuc @JG_Nuke What Id like to know is how many other CoreWeave situations under the hood The CoreWeave numbers alone even if 100% true and fraudulent doesnt refute the info coming out of the data center REITs. Clearly demand outstripping supply with backlog demand for 12-24 months out"
X Link 2023-09-02T21:56Z [---] followers, [---] engagements

"I know. When The Big Smoosh happens gold and copper miners will get crushed too. But what if there is no crush Im accumulating $NEM under $40there are more scenarios leading to $80 in the next [--] months than $30. #costbenefit #marginofsaftey #hedgehog #COVIDlow"
X Link 2023-09-03T18:21Z [---] followers, [---] engagements

"$NEM is closing the acquisition of the best new long-production copper mines in the world over the next [--] months just in time for the 2025-2030 copper crunch. Not to mention gold in 24-25 looks good"
X Link 2023-09-03T18:22Z [---] followers, [--] engagements

"@Sorenthek Munger is wrong and bitter because his bet on China flamed out. #facts"
X Link 2023-09-05T11:50Z [---] followers, [---] engagements

"Long $SPY into ATHs before FOMC. Short $SPY 9/18-10/15. Long $SPY 10/15-01/15(24). Short $SPY 01/15(24)-04/15(24). After that 🤷♂. #jackbenimble #flipflop #seasons Accumulating 3-7 key names through [----] (long hedge) including $JEPI $OSCL $NEM $EPI $PSTX $LPTX $NMR"
X Link 2023-09-05T20:48Z [---] followers, [---] engagements

"@Market_Coach918 If youre buying for a short trade then no. But I dont think $NEM goes much lower from here. Could be wrong but any drop from here looks like BTFD to me. And 4% divvy to wait suits me fine. Sometime in the next [--] years this is a 2x from here. #accumulation"
X Link 2023-09-06T00:25Z [---] followers, [--] engagements

"@MarkNewtonCMT Agreed. The market action made retail feel like a swoon was on but after the 0DTE dust clears each day this week were really just down a few shekels. In a real bear market $APPL would be at $135 on this weeks news out of China. The relative resilience speaks to rotation"
X Link 2023-09-07T23:29Z [---] followers, [--] engagements

"Still heads back to $135 this year I think but not this week. Doubtful it happens before OPEX. After OPEX and FOMC maybe. Up first then back down carrying $SPY along for the ride. $NVDA $500 then $450 again seems likely too. Maybe $400"
X Link 2023-09-08T05:05Z [---] followers, [---] engagements

"For now Im long the market short term short the market mid term neutral the market long term but super long small cap space and gene tech bios plus and $NU $NEM $PFE $JEPI $OSCL $EPI accumulation as hedge in the long term and trade accounts. $SOFI later pre-earnings"
X Link 2023-09-08T05:08Z [---] followers, [---] engagements

"@NorthmanTrader If @VincentDeluard is right FOMC in November will happen just as Nov CPI print surprises to the upside on health cost inflation (not to mention gas oil feed through). Maybe they are done or maybe they just think theyre done"
X Link 2023-09-11T05:47Z [---] followers, [--] engagements

"The $NMR chart looks like a [--] year version of the $SOFI chart. #bullish In [--] years Nomura will be back around $20. @RemindMe_OfThis in [--] years. Plus a nice dividend. Get paid to wait"
X Link 2023-09-12T11:33Z [---] followers, [---] engagements

"Im not a fan of chip stocks but $AMD looks like a classic bear flag to me. It likes to make this pattern"
X Link 2023-09-12T13:27Z [---] followers, [---] engagements

"If UAW makes a deal (strike averted) it will swoon overnight markets and force early covering into Fridays opex at market open. If UAW votes to strike it will be the final nail in the coffin for short term market bulls should produce gamma short signals everywhere"
X Link 2023-09-12T14:32Z [---] followers, [--] engagements

"@Tony_BATtista @tastyliveshow @TraderNickyBAT The IPO for $QQQY is way more interesting than $ARM. Thanks for the review"
X Link 2023-09-15T01:53Z [---] followers, [---] engagements

"How much money did $APPL pay Belgium and French ministers to leak the iPhone [--] is radioactive Has to be the cleverest designed obsolescence maneuver ever to drive new version adoption. #tinfoil but also 💯. The tell No mention of latest models"
X Link 2023-09-15T05:29Z [---] followers, [---] engagements

"The Big Smoosh has arrived. [--]. The Big [--] Strike [--]. QuadOpex unpinning [--]. Hotter CPI and PPI [--]. FOMC expected not to hike (but maybe they do() [--]. $SPY only a few % from ATH [--]. Unemployment still low [--]. CD/TD rates over 5% [--]. MBS committed to $100 oil All known knowns. 🧨"
X Link 2023-09-17T12:37Z [---] followers, [---] engagements

"I love this photo. Even @elonmusk has problems finding decent child care. Bring your son to work day every day until this country fixes its daycare and education system"
X Link 2023-09-18T12:01Z [---] followers, [--] engagements

"How $F isn't down under $10 yet is a mystery to me. Anyone have a good explanation"
X Link 2023-09-18T14:49Z [---] followers, [--] engagements

"$NVDA back under and testing $430 again. If it drifts toward $400 it will drag $SOXS with it. First comes the its just natural profit taking crowd then comes the oh shit shouldve got out higher crowd"
X Link 2023-09-20T18:12Z [---] followers, [---] engagements

"$76.34 on $XHB looks spicy. Under here and we flush to $65 then $60 then $55. Orderly death. #DrKevorkian"
X Link 2023-09-22T15:43Z [---] followers, [--] engagements

"Best guess for next week we bounce a Monday (maybe 1%) then flush hard on Tuesday (maybe 2-3%) with gov shutdown and Biden walking the picket line as the backdrop. $SPY $415-420 by Oct looks almost too obvious. Maybe too crowded. Buying $BABA $SE $NU $PFE LEAPs as hedge"
X Link 2023-09-23T11:53Z [---] followers, [---] engagements

"Coming to an $AAPL store in America near you courtesy of $SBUX workers @UAW and @WGAWest"
X Link 2023-09-23T16:19Z [---] followers, [--] engagements

"Incredible bargain and margin of safety in $PFE stock as we approach $30. Folks acting like it's just a COVID stock. The acquisition of Seagen and RSV approval likely just adding to the deep fn value. Lower it goes deeper the bench. Im a buyer here (LEAPs and stock)"
X Link 2023-09-25T11:59Z [---] followers, [--] engagements

"Somebody was impressed by $PSTX at HC Wainwright. Volume meager. Could pop with any volume spike just like 8/7/23. $2 is an important level for Poseida. Floor tested. Bios should catch a major bid into December with a seasonal bull run. Back to $5-6"
X Link 2023-09-27T14:06Z [---] followers, [--] engagements

"@i3_invest $BLDR has a 2x correlation to $XHB in the last [--] months (and in the past). Shorting any pops on $BLDR as HFL sets in and forced inventory of used homes hit the market next year. Short $BLDR Long $RDN makes sense over the next [--] months"
X Link 2023-09-29T12:01Z [---] followers, [--] engagements

"@ahcastor When Bitcoin drops to $10k most of these guys are going to $0. The alt coin-crash points the way. Shorting $RIOT and $MARA keeps making sense until it doesnt"
X Link 2023-09-29T12:34Z [---] followers, [---] engagements

"I've turned super bullish on Rivian. Their new covered cabin truck is stellar and sales are growing just as Tesla's CyberTruck monstrosity is about to pull Tesla down. Just an FYI since we've posted about it in the past. I can see it between $35-45 by January"
X Link 2023-10-02T13:26Z [---] followers, [---] engagements

"$50 is possible. After January opex I'm out of most longs. $RIVN $PFE $NU $SOFI $NMR are my big five through Jan [--]. After that who knows. Still keeping a rolling market short position by buying the Swiss Franc and Yen as a hedge and 25% cash"
X Link 2023-10-02T13:27Z [---] followers, [---] engagements

"Yall know Im bearish AF but this action in $AAPL is like a flashlight in a cave. It's showing you what's about to happen when the turn happens post Oct opex. Just like last year. Chinese New Year exit Jan op-ex. $BABA $PFE $NU $SOFI small cap bios and space stocks again"
X Link 2023-10-04T14:29Z [---] followers, [----] engagements

"Bought it around $22. Will DCA into it at lower levels. $50 by the end of [----] is where this is going once the $TSLA CyberTruck albatross scares folks into the next best car maker"
X Link 2023-10-05T17:12Z [---] followers, [---] engagements

"Holy hell. If this is what the turn looks like the uptrend is going to scream higher. Still think we chop until Oct opex but maybe not #earlybirds Small cap space and bios contrarian plays in a HFL world. Watch them catch a bid in an irrationally exuberant upswing"
X Link 2023-10-06T21:21Z [---] followers, [--] engagements

"@KobeissiLetter Pretty sure market has figured out that the Fed might be HFL but it aint raising anymore. Enough for $SPY to catch a bid this quarter. Next quarter is end of year and forward year projections. Q4-Q1 earnings calls will be bleak on the back of margin compression"
X Link 2023-10-07T12:04Z [---] followers, [--] engagements

"This makes me more bullish on $RIVN not less. Thanks @DivesTech for pumping the capitulation narrative. Take it back to $12 for us please"
X Link 2023-10-09T11:35Z [---] followers, [---] engagements

"I fully expect $SOFI to pop on this next earnings call (again) Im growing ever impatient with its nice looking while underwhelming service. It takes weeks for money to resolve between internal accounts and no communication for freezes. #makemoneygreatagain Growing bearish"
X Link 2023-10-09T11:55Z [---] followers, [---] engagements

"Anyone bullish on $MRTX is not happy with them selling out for shekels. This buyout valuation is disappointing. #badmanagement"
X Link 2023-10-09T11:58Z [---] followers, [---] engagements

"$PFE Higher highs and higher lows on a one-day chart. Maybe nothing. Maybe a base. #dubya says hi"
X Link 2023-10-09T21:16Z [---] followers, [---] engagements

"The repricing of $PFE once the $SGEN deal closes will be beautiful. Folks acting like this is just a COVID company. Continuing to accumulate"
X Link 2023-10-11T04:59Z [---] followers, [---] engagements

"Ozempic is the new A.I. Irrational fear pummeling the high fructose lobby. Meanwhile nobody at my bodega gives a shit. Tamarindo Jarito please with a pedasito of dulce de leche. Im short the Ozempic will make us all Brad Pitt narrative. $PEP $GIS $KO"
X Link 2023-10-12T02:26Z [---] followers, [---] engagements

"$PFE has had [--] red months in a row. RSI hasnt been this low since [----]. COVID Cliff is real but the money has been made and the company has more $$ today then ever before. $SGEN adds value. Im increasingly getting Deep Fucking Value vibes"
X Link 2023-10-12T15:57Z [---] followers, [---] engagements

"I rather get bad news on $PFE on a day the market is melting than on earnings day. Now the table is a set for an easy beat on 10/31 just as the seasonalbull kicks off. Im not one for DCA but Im gonna DCA this one. Divvy boost too can be expected for the CEO to save face"
X Link 2023-10-14T02:01Z [---] followers, [---] engagements

"@planert41 The call wall is the problem. Until the calls flip to a put wall this wont catch a bid. Thats why Fridays after market smash is good news. It should shake calls/longs into a short position. That would be an overreaction that can give calls to work. #flow"
X Link 2023-10-14T12:59Z [---] followers, [--] engagements

"@planert41 For what its worth a company giving bombshell shitty guidance before its blackout period is a great set up for an earnings beat. Flu shot season is now flu/COVID shot season. Adjustments up to their predicted sales cliff are very possible by 10/31"
X Link 2023-10-14T13:01Z [---] followers, [--] engagements

"I was on the team that thought Ukraine would spark WW3. Seeing the same hair on 🔥 now with Israel. Problem is copper and rare earths dont believe the hype"
X Link 2023-10-14T19:51Z [---] followers, [--] engagements

"This chart from @LLequeu is extremely bullish in my view. P/C had clear higher lows all year until the August top in $SPY has gone haywire ever since. Until a clear trend is established folks will get chopped to death. @sentimentrader thesis looks about right just now"
X Link 2023-10-15T12:53Z [---] followers, [---] engagements

"@LLequeu @Tx9Mx @sentimentrader Right. Given the news and #Hunt4RedOctober we should be under $420 $SPY by now. Instead flight to safety tech. Also rare earths and copper still down not up means smart money isnt buying the WW3 narrative. IMHO"
X Link 2023-10-16T01:23Z [---] followers, [--] engagements

"Nice short squeeze $PFE. A bunch of antivax bears just got some medicine this morning. Its good for you in the long run"
X Link 2023-10-16T15:07Z [---] followers, [--] engagements

"👀 higher rates and loan growth $BAC This thing is gonna pop hard. Everyone and their mother expecting a shitty quarter. Talk of Moynihan getting gutted like a fish all over the Street"
X Link 2023-10-17T11:44Z [---] followers, [---] engagements

"We did this in a healthy but slowing economy that saw U.S. consumer spending still ahead of last year but continuing to slowhe said in an earnings release"
X Link 2023-10-17T11:44Z [---] followers, [--] engagements

"$GS idiosyncratic poor performance failure of Marcus. $BAC and $JNJ show earning season keep surprising to the upside. Another point for the Almanac Bros"
X Link 2023-10-17T13:03Z [---] followers, [--] engagements

"@Tricky_D1ck Short covering creates a gamma flip where sellers need to become buyers. $BAC and $C are on hit list for many short sellers. When the market makes its way back up through Jan opex $BAC could see a big move. But theres a ceiling on it. Im already out on the 3% move"
X Link 2023-10-18T02:56Z [---] followers, [--] engagements

"@Tricky_D1ck To your point yes the rate environment is bad for $BAC. But the market is discounting loan growth in a high rate cycle. Banks will do well when folks start refinancing at higher rates out of necessity. That time is coming"
X Link 2023-10-18T03:01Z [---] followers, [--] engagements

"@aslankhamat Nothing wrong with that. Waiting for $3.95 makes sense too. I still believe the market smashes just not until after Jan opex/Chinese New Year. I sold a 3% move in $BAC in stocks but have a couple of Dec/Jan $28c for the end of year run. Its a trade not an investment"
X Link 2023-10-18T11:15Z [---] followers, [--] engagements

"@aslankhamat And there are easier and better ones out there for sure. I just like taking the other side of this. $BAC is not $SVB. Like I said for a short term trade not an investment. As long as loans are growing Im not concerned"
X Link 2023-10-18T11:19Z [---] followers, [--] engagements

"@aslankhamat $25.33 billion in realized quarterly revenue is better than $25 in unrealized losses most of which is just paper that isnt a loss if they hold until maturity"
X Link 2023-10-18T11:22Z [---] followers, [--] engagements

"@DizzleTheRizzle Call me when unemployment scratches 5%. If theres a crash it will be short lived and the best buying opportunity since [----]. Cant wait"
X Link 2023-10-19T00:43Z [---] followers, [--] engagements

"My ghetto Robinhood hand drawn chart cant help but show me a bullish chart for $SOFI. It is what it is. Back to $10 by New Years. After Jan [--] 🤷♀ but until then this is one of my BTFD. Hope it dips back to $4 in a flash crash. I have my standing orders in. Easy peasy"
X Link 2023-10-19T02:24Z [---] followers, [---] engagements

"Havent posted about them in awhile but I still like the TX stocks. Gene therapeutics is with us for the long stretch. This crash in bio is a gift. $BNTX $MRNA $PFE $PSTX and the CRISPR stocks all look great down here for accumulation IMO"
X Link 2023-10-20T18:00Z [---] followers, [--] engagements

"@RyanDetrick I lost a lot of money fighting the almanac this year. Im done. $TQQQ out to Jan. +$NU $SOFI $PFE"
X Link 2023-10-23T23:02Z [---] followers, [---] engagements

"I don't care if its the spot ETF story. Bitcoin doesn't spin off any guaranteed yield. So a $4k pop in Bitcoin blowing past recent resistance of $32k is not risk off. It just ain't. Not the morning of Qs earning week. (Ackman move no coincidence). $TQQQ this week"
X Link 2023-10-24T03:52Z [---] followers, [--] engagements

"Show me anybody who had this on their bingo card: $MSTR a top [--] outperformer for 2023"
X Link 2023-10-24T03:54Z [---] followers, [--] engagements

"Not a $RBLX investor or hype man. But I use it as a sentiment indicator along with Bitcoin altcoins and $ARKK. Up 20% in the last [--] days. More confirmation markets don't believe it's Big Smoosh time. Not yet"
X Link 2023-10-24T11:01Z [---] followers, [---] engagements

"$GOOG getting dinged on cloud numbers with a double beat overall is dumb AF"
X Link 2023-10-25T01:50Z [---] followers, [--] engagements

"@judytgolf Nikki Haley. Shes by far the better candidate but not worth the risk. If shes smart shell cut a deal for VP. Even if they lose shell pick up a portion of the Trumpers for later. The fact that both she and Trump can claim they kept us out of global conflicts is key"
X Link 2023-10-30T23:46Z [---] followers, [--] engagements

"$420 again on $SPY Why is that level so important That many weed smokers on Wall Street Make or break around 11/8 right into the seasonality playbook. Unless Iran drops a drone on a U.S. base or ship"
X Link 2023-10-31T17:50Z [---] followers, [--] engagements

"Oh shit is $RIVN gonna 2x for Christmas The debt deal is the floor not the ceiling. $22-30 by Jan opex"
X Link 2023-11-08T02:27Z [---] followers, [---] engagements

"If anything is true in the world @JeffBezos hates @elonmusk with the ferocity of a teen wolf on prom night. Amazon will keep $RIVN a contender for the next few years and thats enough to let the company chomp away at market share. Especially as The Big [--] crash and burn"
X Link 2023-11-08T02:30Z [---] followers, [---] engagements

"If AI and autonomy (vehicles of land air + sea) = future of Alpha then $XPEV and $GOOG are deeply undervalued. Maybe throw in $AUR as a lotto because of the $UBER tie-in. Gang of Four"
X Link 2023-11-15T05:02Z [---] followers, [---] engagements

"Hilarious reaction to $NU earnings is a great opportunity. Love it"
X Link 2023-11-15T14:59Z [---] followers, [---] engagements

"$NU is gonna rip. Lots of overhanging OI playing games with retail on opex but there is no denying the print. And this level of tech and fintech in EM is scarce so it will be in a lot of baskets through Jan OPEX probably into 25-26"
X Link 2023-11-15T17:17Z [---] followers, [---] engagements

"It's gonna be hilarious when $ARKD turns out to be a top [--] performer next year while folks rehash tired @CathieDWood critiques. Long term perspective wins in the long term. Sounds that simple because it is. Its not just about buying bitcoin. With $ARKD - ARK 21Shares Blockchain and Digital Economy Innovation ETF get access to bitcoin futures and equities linked to the blockchain space without the complexities of storage and custody. Its not just about buying bitcoin. With $ARKD - ARK 21Shares Blockchain and Digital Economy Innovation ETF get access to bitcoin futures and equities linked to"
X Link 2023-11-15T22:06Z [---] followers, [---] engagements

"I said Id be accumulating $SOFI under $7 but now that were here Im waiting for $4-5 again (the @anthonynoto accumulation range). Maybe it doesnt happen. But if it does good for the longterm. $SOFI will continue to drag into the recession still many months away"
X Link 2023-11-21T12:39Z [---] followers, [---] engagements

"Look how well $NU has held up in comparison. Latin America is going to boom during the commodities super cycle and American near-shoring uptrend"
X Link 2023-11-21T12:41Z [---] followers, [--] engagements

"Meanwhile $SQ has a little room to run to $75-80 on crypto optimism. But the US consumer downtrend just makes any backtest to resistance an easy sell in my opinion"
X Link 2023-11-21T12:45Z [---] followers, [---] engagements

"@dampedspring Everybody and their monkey's uncle expecting a pullback on profit taking into Holiday too. So a low volume dip. But all dips get bought through January unless Hamas parachutes into Times Square"
X Link 2023-11-21T18:31Z [---] followers, [---] engagements

"@thetradingagent @business That could be what's happening to $NEM. Been watching lots of gold conferences and Kitco. Lost of grumbling about $NEM overpaying for the Newcrest copper mines. Smart in the long term annoying to $NEM hodlrs in the short term"
X Link 2023-11-21T18:50Z [---] followers, [--] engagements

"@thetradingagent @business Looks exactly like $OXY when they bought Andarko. Everyone hated the price and terms. Turned out to be a huge win for them. I dont normally trade big gold but I can see $NEM 2x from here once the Fed cuts"
X Link 2023-11-22T04:04Z [---] followers, [--] engagements

"$NVDA was $0.83 in [----] and could hit $830 in 2023"
X Link 2023-11-22T11:02Z [---] followers, [--] engagements

"The $NVDA / Genentech tie-up points to why Im back to accumulating small cap bio (carefully). Looking for those with platforms not just one off indications. And those near academic hubs with known tech advances and collab history (Philly Boston SoCal Austin Seattle NC)"
X Link 2023-11-23T11:48Z [---] followers, [--] engagements

"@JesseCohenInv"
X Link 2023-11-23T11:55Z [---] followers, [---] engagements

"@JesseCohenInv Fujitsu AI breakout candidate for Asia"
X Link 2023-11-23T11:56Z [---] followers, [--] engagements

"I cant think of one innocuous rationale for bots on Twitter. Blocking any bot that comes my way and reporting it. But I might just leave the platform altogether. I suspect theyre only here to scrape my tone and phrasing. Dont need AI framing setting me up. #disappointed"
X Link 2023-11-27T13:25Z [---] followers, [--] engagements

"$NEM keepin' it simple. Classic distribution"
X Link 2023-11-27T21:44Z [---] followers, [---] engagements

"Update on $NEM"
X Link 2023-11-28T17:09Z [---] followers, [--] engagements

"consolidation around this level. if gold keeps pushing to ATH $45 on $NEM is next"
X Link 2023-11-28T17:11Z [---] followers, [--] engagements

"Gut is rumbling. Powell after hours Friday is set up for a Monday 2-5% correction. Worse if any macro triggers light up (end of truce in Gaza etc). GDP too hot PCE tomorrow too low too fast = Powell the Hawk. Probably wants to raise in Dec but cant without blowing up vol"
X Link 2023-11-29T13:51Z [---] followers, [---] engagements

"@yuris Exactly. The most excited people on Twitter hyping up the cybertruck are people excited about the trucks capacity to accept Fallujah-level artillery. Go ahead and sell that vision to the suburbs. Worked for Hummer"
X Link 2023-12-01T12:15Z [---] followers, [--] engagements

"$NU is like a stock trader's [---] pop quiz"
X Link 2023-12-02T01:13Z [---] followers, [---] engagements

"He won't raise on the Xmas before the election. And the Goolsbee camp aint exiting with a Sour Puss Vote. So Powell is forced to wait until January for a real hawkish response"
X Link 2023-12-02T13:09Z [---] followers, [--] engagements

"FOMC in January is the end of the month AFTER Jan opex and massive VIXpiration. AFTER the Jan [--] and [--] yr auctions. AFTER the meat of the Santa/Kwanza/Tres Reyes rally"
X Link 2023-12-02T13:14Z [---] followers, [--] engagements

"Reminder that VIX hit below [--] in [----]. #PatiencePays"
X Link 2023-12-02T14:56Z [---] followers, [--] engagements

"@dampedspring Not AI specific per se but @yardeni and has been great on the Roaring 20s tech based productivity thesis. Pissarides has been on point. AI supports higher productivity but shorter worker hours but also means CRE never getting back to old ways"
X Link 2023-12-03T03:13Z [---] followers, [--] engagements

"$LEN (aka Lenny) convincing folks everything is awesome while $WMT (aka Wally aka The Real World) showing you smart money dumbing out at the highs even as $SPY breaks out to new highs 🧐 + 🤨 = 🤯"
X Link 2023-12-09T14:17Z [---] followers, [---] engagements

"@options_insight A few smart observers like @fxevolution and @crossbordercap have been postulating something may have broken in October (maybe a major bank hinting crisis cough $WFC $BAC). Liquidity pump has been on since Oct [--]. We should have seen it coming (but I had the fade on too)"
X Link 2023-12-13T22:44Z [---] followers, [---] engagements

"@SullyCNBC And regulators approved the Seagen acquisition. I see the forest and the trees. Long $PFE"
X Link 2023-12-14T05:43Z [---] followers, [--] engagements

"If a freshly hawkish fed committee in January passes on a raise they will still strike hawkish expectations for a March raise. If they are pushing back on market highs how will they feel when the housing market goes ballistic into 6% [--] yr season of refi Not bullish"
X Link 2023-12-15T14:15Z [---] followers, [--] engagements

"When the history is written I wouldnt be surprised to see $BAC and $WFC were about to fail in October and were secretly saved by Janet and the Funky Bunch. TLT shows bond scare. Emergency meetings for two weeks. Then boom on 10/27"
X Link 2023-12-15T16:04Z [---] followers, [--] engagements

"The meh data on $PSTX has me worried. The stock pop today feels like a trap. Someone using the Fed rate drop cover to pump and dump. Nice run from the bottom. Im not staying for this coked out party"
X Link 2023-12-15T21:45Z [---] followers, [--] engagements

"@Crowded_Mkt_Rpt We may never know but long bonds topped out two weeks before the market bottomed out. Two weeks before the liquidity spigot got turned on. Tin foil tingling that $BAC and $WFC looked ready to crash. Preemption from Yellen and FOMC"
X Link 2023-12-16T01:04Z [---] followers, [---] engagements

"Its hilarious to me that $PFE keeps getting pummeled by antivax hedgies meanwhile Seagen acq approved and PADCEV approved. Great work and great week for Pfizer bulls. Im accumulating longterm. + COVID isnt exactly going away. Plateaus in pandemics arent victories"
X Link 2023-12-16T09:10Z [---] followers, [---] engagements

"Not to sound all @allstarcharts but $DIA looks like it has room to run. Not really all that close to all time high RSI on the monthly"
X Link 2023-12-20T04:37Z [---] followers, [---] engagements

"@Crowded_Mkt_Rpt I definitely am. Long dated puts are cheap. Some of the near dated stuff looks pricey. Tells me folks are hedging as they ride the bull wave up (2 calls for every [--] put 66/33). I'm in the March-June puts in a variety of names (sprinkling Debbie Downers in the account)"
X Link 2023-12-20T04:45Z [---] followers, [--] engagements

"@Crowded_Mkt_Rpt VIX calls make a ton of sense too in the March-June stretch. Gives you time to scale out early if it turns out to be a flash crash followed by parachute money"
X Link 2023-12-20T04:47Z [--] followers, [--] engagements

"@saxena_puru Work from home trend continues to make shoemakers a margin compressed business. Ask $FL. Why spend $100 when you can spend $50"
X Link 2023-12-22T04:00Z [---] followers, [--] engagements

"Were back to the I sold my house and put it all in Bitcoin phase of the bubble. I have sold all my stocks and bought #Bitcoin My wife and I still own our primary residence and my wife still owns some stocks (she wants to diversify). It took me [--] years of studying Bitcoin to conclude that I don't want to risk my hard-earned wealth anymore. If I didn't I have sold all my stocks and bought #Bitcoin My wife and I still own our primary residence and my wife still owns some stocks (she wants to diversify). It took me [--] years of studying Bitcoin to conclude that I don't want to risk my hard-earned"
X Link 2023-12-23T06:21Z [---] followers, 36K engagements

"Prediction: Banning Chinese EV batteries will be a policy du jour on the US campaign trail next year. More bad news for $F and $TSLA. Jokes on us. You cant save the world without China. This is increasingly true. Thats why Ive backed away from Taiwan War fears"
X Link 2023-12-24T13:47Z [---] followers, [---] engagements

"Folks are really confused by the Pelosi $NVDA trade. Its fairly straightforward. They think the price is at or higher than $495 by the end of [----]. Cheaper to buy the options instead of the stock for that breakeven price. Not sure I agree but its a moderately bullish bet"
X Link 2023-12-25T04:29Z [---] followers, [--] engagements

"@sama Strictly speaking an over abundance of good ideas should lead to a price decline in the premia of good ideas (i.e. deflation). On the other hand if good ideas are a dime a dozen doesnt that mean it cant be all that good to begin with or at least not the cream of the crop"
X Link 2023-12-26T03:56Z [---] followers, [--] engagements

"Nifty VIX spiking has me second guessing the long through Jan opex trade. May need to scale out this week"
X Link 2023-12-26T05:59Z [--] followers, [--] engagements

"@DizzleTheRizzle @SethCL @AlmanacTrader I hear the funny money ETFs get approved on Tuesday or Wednesday. Its an election year and donors dont give money to politicos for free. Plus everyone looking for an equity dip but the money coming in from the cold/sidelines still being under-appreciated"
X Link 2023-12-31T06:16Z [---] followers, [--] engagements

"Iran is baiting the US into a skirmish that will shoot the price of oil and gas up. Good for Iran bad for the US. They know full well the US will not engage in all out war with Iran. Lets see if Bidens team takes the bait. 🚨 Breaking: Reports coming out that Iran's warship IRIS 'Alborz' has entered the Red Sea near Yemen part of Iran's 94th Naval fleet. - @Osint613 https://t.co/GbGa5mFrYO 🚨 Breaking: Reports coming out that Iran's warship IRIS 'Alborz' has entered the Red Sea near Yemen part of Iran's 94th Naval fleet. - @Osint613 https://t.co/GbGa5mFrYO"
X Link 2024-01-01T02:22Z [---] followers, [---] engagements

"Do you think the Bitcoin ETFs are bullish or bearish for Bitcoin"
X Link 2024-01-02T00:55Z [---] followers, [--] engagements

"Japan looks like Leave The World Behind. Iran threatening to instigate WW3. Chatter of a heart attack provoking COVID strain making the rounds after NYE parties. Of course VIX pops. But when the jitters get shaken off look out above. $SPY ATH again this week is my guess"
X Link 2024-01-02T11:55Z [--] followers, [---] engagements

"Hot damn $PFE"
X Link 2024-01-02T17:13Z [--] followers, [--] engagements

"Wouldn't be surprised to see a flash dump under max pain tomorrow morning with a surprise crash up to $475 to end the week. This week has gotten folks scrambling (with oil and bitcoin drama [--] dmas being poked and tested everywhere). Second thoughts or second chance"
X Link 2024-01-05T05:54Z [---] followers, [--] engagements

"DXY giving us a textbook example of why COT is so key. Large Specs literally sold the bottom and bought the top on the dollar"
X Link 2024-01-05T12:41Z [---] followers, [---] engagements

"Prediction is for apes. I predict we go lower on the dollar over the next two weeks retesting parity taking everyone by surprise before starting a climb back over $105 into the summer with rising oil in the mix (cocktail for June rate cut into campaign debate season)"
X Link 2024-01-05T12:47Z [---] followers, [--] engagements

"@Crowded_Mkt_Rpt The chop from July to November looks like a recipe for larger and uglier rips in either direction. Can see this ripping higher on any $APPL and $TSLA bounces this month given the flows and sentiment. Then equal ugly move down. #CFL crazier for longer is the theme for '24"
X Link 2024-01-06T19:50Z [---] followers, [---] engagements

"Lorie Logan putting a knife in my thesis this morning. Girl please. It's Saturday. No misinterpreting what she's dropping. It's an anti-liquidity neutron bomb clear as day. And it sounds a lot more like Powell than Harkin's talk earlier in the week"
X Link 2024-01-06T20:17Z [---] followers, [---] engagements

"Translation: Chickens gonna have to wait awhile for more flows (@jam_croissant). If they get an open spigot this week they better fatten up and shoot out a golden egg or two. After that it's gonna be dry towns across America for a stretch"
X Link 2024-01-06T20:19Z [---] followers, [---] engagements

"@jam_croissant Ref: and @NickTimiraos has a solid summary on his X feed"
X Link 2024-01-06T20:20Z [---] followers, [---] engagements

"@Crowded_Mkt_Rpt Not for nothing this shit from Lorie Logan this morning is going to kill the longs. It's a matter of if not when. Maybe the shorts caught a lucky break in a very bearish FOMC push into the blackout period"
X Link 2024-01-06T20:21Z [---] followers, [--] engagements

"@Crowded_Mkt_Rpt She's no slouch on the FOMC so should be taken more seriously than the other knuckleheads IMO. She oversaw Secured Overnight Financing Rate at Treasury and represented the Federal Reserve on the Markets Committee at the Bank for International Settlements. Bet she has clout"
X Link 2024-01-06T20:27Z [---] followers, [--] engagements

"@1TraderZ Excellent post. The bounce into the flows into opex makes sense. CNBC will defend the oversold narrative. Buy ratings whirling up after a down rating week. When is the $APPL buyback blackout window I wonder if this week is the last open week for insiders Who knows"
X Link 2024-01-07T05:08Z [---] followers, [---] engagements

"@1TraderZ insiders dont buy the stock since theyre gifted so much of it in comp. A quick scan shows most sales happen around 1/23 or 2/1-2/3 over the last few years. So likely company buybacks ramping up next week in order to take advantage of predictable tax gain sales dip. 👉🏼"
X Link 2024-01-07T05:20Z [---] followers, [--] engagements

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