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$xly

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"Consumer cyclical names in the $XLY are set up for the most EPS volatility in the coming quarters However Airlines are sort of excluded from this theme especially as the $FTXR transportation ETF is overweight names like $DAL $AAL $UAL On the macro there's a reason for this: - $DXY dollar strengthening - Consistently low $CL crude oil prices All make for margin expansion and more travel demand United Airlines and its quarter showed why a further rally can be in the works 🧵☕"
X Link @InvestiBrew 2025-10-15T22:57Z 3753 followers, XXX engagements

"Jeff Bezos Amazon stake falls below XX% for the first time $XLY $RTH $VCR #finance #stocks #business"
X Link @SeekingAlpha 2025-10-15T21:25Z 310.4K followers, 2575 engagements

"** BLACK CANDLE WARNING ** $ASML $SPY $QQQ $CAT $BRK-B $CRWD $DE $HD $AVGO $SMH $JPM $TSM $GE $XLK $AAPL $SNOW $XLY $MU $MPC $ARM"
X Link @QuantEmperor 2025-10-15T20:30Z 2054 followers, XXX engagements

"This point from Moynihan at Bank of America isn't stressed enough about US consumer. 2019 was a dramatically good year for credit quality. That card delinquencies & charge-offs are only modestly up on 2019 is a very robust signal on consumer $BAC $JPM $C $XLF $XLY"
X Link @Retail_Guru 2025-10-15T17:15Z 13.5K followers, 1615 engagements