[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ACFER01 ACF Equity Research ACF Equity Research posts on X about $dji, dji, ai, stocks the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::2304645636/interactions)  - X Week XXXXX -XX% - X Month XXXXXXX +468% - X Months XXXXXXXXX +128% - X Year XXXXXXXXX +283% ### Mentions: XX [#](/creator/twitter::2304645636/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +72% - X Year XXX +39% ### Followers: XXXXX [#](/creator/twitter::2304645636/followers)  - X Week XXXXX +0.33% - X Month XXXXX +1.10% - X Months XXXXX +5.10% - X Year XXXXX +8% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::2304645636/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [exchanges](/list/exchanges) XXXX% [countries](/list/countries) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% [celebrities](/list/celebrities) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$dji](/topic/$dji) 10.2%, [dji](/topic/dji) 10.2%, [ai](/topic/ai) 10.2%, [stocks](/topic/stocks) 10.2%, [$ixic](/topic/$ixic) 8.16%, [nasdaq](/topic/nasdaq) 6.12%, [$nflx](/topic/$nflx) #317, [$goog](/topic/$goog) 6.12%, [goog](/topic/goog) 6.12%, [inflation](/topic/inflation) XXXX% **Top accounts mentioned or mentioned by** [@zakstraderscafe](/creator/undefined) [@sharetalk](/creator/undefined) [@focusir](/creator/undefined) [@wizardbattery](/creator/undefined) [@eustartups](/creator/undefined) [@zakmir](/creator/undefined) [@voxmarkets](/creator/undefined) [@londonsoutheast](/creator/undefined) [@arthurbenta](/creator/undefined) [@bullsnbearswa](/creator/undefined) [@mitchellsmisthvanc](/creator/undefined) [@mastplc](/creator/undefined) [@nexteraenergy](/creator/undefined) [@enelgroup](/creator/undefined) [@dukeenergy](/creator/undefined) [@iberdrola](/creator/undefined) [@gevernova](/creator/undefined) [@acwapoweren](/creator/undefined) [@firstsolar](/creator/undefined) [@sungrowpower](/creator/undefined) **Top assets mentioned** [Doge Jones Industrial Average (DJI)](/topic/$dji) [Netflix Inc (NFLX)](/topic/$nflx) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oracle Corporation (ORCL)](/topic/$orcl) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Vixco (VIX)](/topic/$vix) [Palantir (PLTR)](/topic/$pltr) [Costco Hot Dog (COST)](/topic/$cost) [Moderna Inc (MRNA)](/topic/$mrna) [Open Custody Protocol (OPEN)](/topic/$open) [ATAI Life Sciences (ATAI)](/topic/$atai) [BHP Group Limited (BHP)](/topic/$bhp) [Realio Network (RIO)](/topic/$rio) [Southern Copper Corporation (SCCO)](/topic/$scco) [Tesla, Inc. (TSLA)](/topic/$tsla) [GE Vernova Inc. (GEV)](/topic/$gev) [NextEra Energy Inc (NEE)](/topic/$nee) [Duke Energy Corp (DUK)](/topic/$duk) [First Solar, Inc. (FSLR)](/topic/$fslr) [AstraZeneca PLC (AZN)](/topic/$azn) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Kroger Co (KR)](/topic/kroger) [Carvana Co. (CVNA)](/topic/$cvna) ### Top Social Posts Top posts by engagements in the last XX hours "ACFMorningMeeting - Santa Clause rally time - but this year everyone is remaining busy we predict with only the actual holidays being 'no deal' days this year. The Fed and macro data shops remain busy this week. Bond markets are edgy. Opens $STOXX $FTAI +ve $VIX +4.8% $DJI $GSPC (S&P 500) $IXIC (Nasdaq) +ve ftrs. Stock Watch - $AVGO $ORCL $COST. $META +1.8% $PLTR +2.2%. $IBRT +22% $MRNA +8.7%. Commods - $WTI $XXXX. GOLD $GC=1 month $4239 Spot $XAUUSD $4207 t/oz. Cocoa $CC $5707 MT XX week range 4924-12931 - X yr norm trading range $2000-3000 MT. Data focus - China BoT exports and imports y/y." [X Link](https://x.com/ACFER01/status/1997971115851870394) 2025-12-08T10:06Z 2120 followers, XXX engagements "ACFMorningMeeting - Bitcoin's fair ground ride $BTC-USD bound to continue. Down XXX% 12M. Some suggestion that a new XX week low will come before YE25. Paramount Warner M&A gets political $NFLX. Trump renewables ban characterised as arbitrary and capricious and contrary to law" by US District Judge sounds like a description of the Presidency from some corners as much as the banning of wind projects - of read through interest to investors $NEE $GEV $IBE $ORSTED.CO $VWS. Opens - $STOXX +ve $FTSE $FTAI $PTL -ve. US ftrs $DJI $GSPC $IXIC +ve. Stock Watch - $GPCR +102% - weight loss drug promotion" [X Link](https://x.com/ACFER01/status/1998327503924933000) 2025-12-09T09:42Z 2119 followers, XXX engagements "ACFMorningMeeting UK retail sales rose m/m. Oil gains $VOW.DE (VW) warns on EPS $PUMA.DE slumps on guidance. POTUS tries to undermine Fed Chair Powell the US president came across as fairly amateur cf. Powell. Trending $OPEN +36% on EPS $CRISPR +18% on FDA fast track speculation $STEM +45% on partnership $ATAI +15% on approval speculation. $SLDP +17% on solid state battery innovation. Opens EU/UK -ve $STOXX $FTSE $FTAI $GDAXI $FCHI. US ftrs - Nasdaq -ve. Stock Watch - $OKLO +11% $BE +23% $TSLA -XXX% (Outlook) $IBM -8%. Commods - $WTI $66bbl Gold ftrs $3413 t/oz. Cocoa Coco $CC=F treads water." [X Link](https://x.com/ACFER01/status/1948660082268385687) 2025-07-25T08:22Z 2121 followers, XXX engagements "$EMP.AX @EclipseMetals dual listing Nasdaq strategy + Greenland is attractive to us Greenland is poorly understood by investors in general but quite a lot has changed in the last few years - this can serve as a useful briefing $AMRQ $PNRL $GROC $ANOR.V $BHP $RIO $SCCO $CSUAY & POTUS" [X Link](https://x.com/ACFER01/status/1978396389873754454) 2025-10-15T09:43Z 2119 followers, XXX engagements "ACFMarketWrap. Tech roared back to life as US equities rallied into a shortened Thanksgiving week. The S&P XXX +1.24% Nasdaq +2.0% and the $DJI +0.6% led by a rebound across the megacaps. $GOOG +4.85% after overtaking Microsoft on Friday to become the third-largest US company by market cap. $TSLA +6.4% as Elon Musk revealed the firm has already designed several million AI chips for its cars and data centers. UK 10-year gilt yields eased to XXXX% as investors await the Autumn Budget. Markets now price an XX% chance of a 25bp BofE cut and XX% odds of a 25bp Fed cut in December. Rest of Mag 7+:" [X Link](https://x.com/ACFER01/status/1992994736815079543) 2025-11-24T16:32Z 2120 followers, XXX engagements "QDE (MAST.L) is moving at pace. Portfolio up from 23MW to 48MW on track for 73MW by 1H26E. Target 1GW by 2030. Read more in ACFResearch update note $ENEL $DUK $IBE.MC $GEV $FSLR @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @VinFastofficial @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta" [X Link](https://x.com/ACFER01/status/1993674349828788373) 2025-11-26T13:33Z 2119 followers, XXX engagements "$GOOG - Kings Cross HQ UK amongst other interesting items foxes have made their set homes in the very extensive roof garden if you know the KX construction site the curious question is how they got there.via the elevators Or did cheeky chappie builders let them in via the cranes. Read more @stockmark_it" [X Link](https://x.com/ACFER01/status/1995421003267060073) 2025-12-01T09:13Z 2120 followers, XXX engagements "ACFMarketWrap. Wall Street stumbled into December. The S&P XXX -XXXX% $IXIC -XXXX% and $DJI -XXXX% as caution resurfaced after a choppy November. Traders braced for a heavy data week including the delayed September PCE all ahead of next weeks pivotal FOMC decision. Tech led the selloff followed by real estate and industrials. Mega-caps slumped: $MSFT -XXX% $AAPL -XXXX% $GOOG -XXXX% $META -XXX% $TSLA -0.65%. Bitcoin sank X% back below $85K testing Aprils lows dragging crypto equities lower $COIN -5.91%. Bright spots were scarce but $AMZN +0.32% $NVDA +1.17%. FTSE100 -XXXX% $WTI $59.38/bbl." [X Link](https://x.com/ACFER01/status/1995535452334395790) 2025-12-01T16:48Z 2120 followers, 12.9K engagements "ACFMorningMeeting. Markets cant pick a lane - European stocks edged higher with $STOXX +0.26% even as the UKs $FTSE slipped again. Pressure on the FTSE deepened as heavyweights like $AZN major banks and $BATS dragged the index lower. $HSBC -XXXX% after unexpectedly naming interim chair Brendan Nelson as its permanent replacement while $SBRY -XXXX% following news that Qatars sovereign wealth fund plans to trim its stake. Morning Trade - UK/EU: $STOXX $FTAI $PTL +ve $FTSE -ve. US ftrs $IXIC $GSPC $DJI +0.03-16%. Stock Watch $MVRL +9.84% on strong 3Q25 results $INTC -XXXX% $CRWD -XXXX% $BA" [X Link](https://x.com/ACFER01/status/1996147426038546922) 2025-12-03T09:20Z 2119 followers, XXX engagements "ACFMarketWrap. Tech wobble hits Wall Street - US stocks traded cautiously with $IXIC -XXXX S&P XXX +0.1% and $DJI +0.39% as weakness in megacap tech and renewed anxiety over stretched AI valuations dragged sentiment. $MSFT -XXX% after reports of cuts to AI-linked sales quotas while $NVDA (-0.5%) $AVGO (-1.7%) $AMZN (-1.0%) and $NFLX (-5.4%) also slipped. Softer ADP data signaled continued employment contraction with the US private sector unexpectedly shedding 32K jobs in November (vs. +10K exp) the steepest drop since March 2023. Traders now see rising odds of a XX bps Fed cut next week. Rest" [X Link](https://x.com/ACFER01/status/1996261336179789935) 2025-12-03T16:52Z 2119 followers, XXX engagements "ACFMarketWrap. Screaming bond market stumbling tech: Fed could turn political fear. S&P XXX -XXXX% $DJI -XXXX% $IXIC flat. A bond-market pullback hit growth stocks after a US Treasury survey reportedly flagged concerns that a potential Fed Chair pick could cut rates too aggressively to please President Trump. Big Tech slumped: $AMZN -XXX% $AAPL -XXXX% $GOOGL -1.15%. But $META bucked the trend jumping X% as executives weigh budget cuts of up to XX% for its metaverse group next year. Rest of Mag 7: $NVDA +1.94% $MSFT +0.02% $TSLA +0.45%. FTSE100 +0.36% $WTI $59.58/bbl. Next up: US Sep Core CPE" [X Link](https://x.com/ACFER01/status/1996625755774615755) 2025-12-04T17:00Z 2120 followers, XXX engagements "ACFMorningMeeting Sterling steals the spotlight. The British pound broke above $XXXXX its strongest since Oct XX as markets brace for an all-but-certain Fed cut next week. Traders now price a XX% chance of a XX bps move plus XX more cuts in 2026 amid cooling US labor data. In the UK upbeat PMI figures and budget optimism lifted sentiment while a split looms at the BoE ahead of its Dec XX meeting. On the corporate front $NVO +1.98% after advancing tests of an oral Ozempic formulation for Alzheimers and $OCDO +6.58% on a settlement with Kroger. Morning Trade - UK/EU: $STOXX $FTSE $FTAI $PTL" [X Link](https://x.com/ACFER01/status/1996871759337804156) 2025-12-05T09:18Z 2119 followers, XXX engagements "$OCDO @Ocado - a slightly strange investment story that always promises to make money but never quite does. Perhaps we need to dig in more. See summaries @ZaksTradersCafe and @Share_Talk below" [X Link](https://x.com/ACFER01/status/1996886403117096990) 2025-12-05T10:16Z 2119 followers, XXX engagements "@Ocado $OCDO surges on recent payout news but the issue is that it always seems just two steps to significant profitability but never quite there. We probably need to dig in more. See below @LondonSouthEast @FocusIR" [X Link](https://x.com/ACFER01/status/1996893290499817582) 2025-12-05T10:43Z 2120 followers, XXX engagements "Warner Bros Netflix take over - Most likely bad for creativity sadly and may not be obviously good for $NFLX shareholders either - see more below @stockmark_it" [X Link](https://x.com/ACFER01/status/1997981935528722449) 2025-12-08T10:49Z 2121 followers, XXX engagements "$CVNA multiples even post restructuring 'might be' a little rich vs. peers. it's a 'bit' on the leveraged side. It has lapped up deep-subprime credit (take deep breath close eyes and hope). There are 'concerns' over accounting. Peak car prices for the cycle feel over. AI can go quite some way to rewriting the traditional information asymmetry of the second hand car market suggesting lower margins but perhaps higher sales volumes though one can argue there would be fewer sales with better information for the buyer. We can make the buy case for $CVNA too but we prefer the short case on balance." [X Link](https://x.com/ACFER01/status/1997993189907533988) 2025-12-08T11:34Z 2122 followers, XXX engagements "$NVDA Donald Trump and Chip Sales policy reversal - the core of this is that the export controls goal was de-facto unenforceable - A view of Bosham beach West Sussex a chair and a tide come to mind" [X Link](https://x.com/ACFER01/status/1998332052819640584) 2025-12-09T10:01Z 2119 followers, XXX engagements "ACFMorningMeeting. The calm before the Fed - caution ruled the session as traders avoided to making major moves ahead of the Feds decision. A rate cut is baked in but the real drama is whether 2026 projections turn dovish or disappoint. In Europe hopes for more ECB easing took a hit after Simkus (Lithuania CB) said further cuts arent needed with inflation more or less at target echoing Schnabel (Exec Board of ECB) who floated the idea she was comfortable with a rate hike. The euro held above $XXXXX supported by a softer dollar firmer ECB rhetoric and progress on Frances 2026 social-security" [X Link](https://x.com/ACFER01/status/1998687517965435057) 2025-12-10T09:33Z 2119 followers, XXX engagements "Accessible healthcare @MedPalPlc $MPHD - that is something all of us should get up to speed with. @_focusIR_ has an interview with the CEO of $MPHD" [X Link](https://x.com/ACFER01/status/1986735879445160126) 2025-11-07T10:02Z 2120 followers, XXX engagements "And yet $MSFT is the only one of the AI bloat stocks we'd rebuy on a correction (notwithstanding we agree that Copilot is perhaps not quite the best). @Mayhem4Markets" [X Link](https://x.com/ACFER01/status/1998336471686615048) 2025-12-09T10:18Z 2119 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ACFER01 ACF Equity Research
ACF Equity Research posts on X about $dji, dji, ai, stocks the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXXX +468%
- X Months XXXXXXXXX +128%
- X Year XXXXXXXXX +283%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +72%
- X Year XXX +39%
Followers: XXXXX #
- X Week XXXXX +0.33%
- X Month XXXXX +1.10%
- X Months XXXXX +5.10%
- X Year XXXXX +8%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% exchanges XXXX% countries XXXX% travel destinations XXXX% automotive brands XXXX% celebrities XXXX% currencies XXXX%
Social topic influence $dji 10.2%, dji 10.2%, ai 10.2%, stocks 10.2%, $ixic 8.16%, nasdaq 6.12%, $nflx #317, $goog 6.12%, goog 6.12%, inflation XXXX%
Top accounts mentioned or mentioned by @zakstraderscafe @sharetalk @focusir @wizardbattery @eustartups @zakmir @voxmarkets @londonsoutheast @arthurbenta @bullsnbearswa @mitchellsmisthvanc @mastplc @nexteraenergy @enelgroup @dukeenergy @iberdrola @gevernova @acwapoweren @firstsolar @sungrowpower
Top assets mentioned Doge Jones Industrial Average (DJI) Netflix Inc (NFLX) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Broadcom, Inc. (AVGO) Metadium (META) Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Vixco (VIX) Palantir (PLTR) Costco Hot Dog (COST) Moderna Inc (MRNA) Open Custody Protocol (OPEN) ATAI Life Sciences (ATAI) BHP Group Limited (BHP) Realio Network (RIO) Southern Copper Corporation (SCCO) Tesla, Inc. (TSLA) GE Vernova Inc. (GEV) NextEra Energy Inc (NEE) Duke Energy Corp (DUK) First Solar, Inc. (FSLR) AstraZeneca PLC (AZN) HSBC Holdings PLC (HSBC) Kroger Co (KR) Carvana Co. (CVNA)
Top Social Posts
Top posts by engagements in the last XX hours
"ACFMorningMeeting - Santa Clause rally time - but this year everyone is remaining busy we predict with only the actual holidays being 'no deal' days this year. The Fed and macro data shops remain busy this week. Bond markets are edgy. Opens $STOXX $FTAI +ve $VIX +4.8% $DJI $GSPC (S&P 500) $IXIC (Nasdaq) +ve ftrs. Stock Watch - $AVGO $ORCL $COST. $META +1.8% $PLTR +2.2%. $IBRT +22% $MRNA +8.7%. Commods - $WTI $XXXX. GOLD $GC=1 month $4239 Spot $XAUUSD $4207 t/oz. Cocoa $CC $5707 MT XX week range 4924-12931 - X yr norm trading range $2000-3000 MT. Data focus - China BoT exports and imports y/y."
X Link 2025-12-08T10:06Z 2120 followers, XXX engagements
"ACFMorningMeeting - Bitcoin's fair ground ride $BTC-USD bound to continue. Down XXX% 12M. Some suggestion that a new XX week low will come before YE25. Paramount Warner M&A gets political $NFLX. Trump renewables ban characterised as arbitrary and capricious and contrary to law" by US District Judge sounds like a description of the Presidency from some corners as much as the banning of wind projects - of read through interest to investors $NEE $GEV $IBE $ORSTED.CO $VWS. Opens - $STOXX +ve $FTSE $FTAI $PTL -ve. US ftrs $DJI $GSPC $IXIC +ve. Stock Watch - $GPCR +102% - weight loss drug promotion"
X Link 2025-12-09T09:42Z 2119 followers, XXX engagements
"ACFMorningMeeting UK retail sales rose m/m. Oil gains $VOW.DE (VW) warns on EPS $PUMA.DE slumps on guidance. POTUS tries to undermine Fed Chair Powell the US president came across as fairly amateur cf. Powell. Trending $OPEN +36% on EPS $CRISPR +18% on FDA fast track speculation $STEM +45% on partnership $ATAI +15% on approval speculation. $SLDP +17% on solid state battery innovation. Opens EU/UK -ve $STOXX $FTSE $FTAI $GDAXI $FCHI. US ftrs - Nasdaq -ve. Stock Watch - $OKLO +11% $BE +23% $TSLA -XXX% (Outlook) $IBM -8%. Commods - $WTI $66bbl Gold ftrs $3413 t/oz. Cocoa Coco $CC=F treads water."
X Link 2025-07-25T08:22Z 2121 followers, XXX engagements
"$EMP.AX @EclipseMetals dual listing Nasdaq strategy + Greenland is attractive to us Greenland is poorly understood by investors in general but quite a lot has changed in the last few years - this can serve as a useful briefing $AMRQ $PNRL $GROC $ANOR.V $BHP $RIO $SCCO $CSUAY & POTUS"
X Link 2025-10-15T09:43Z 2119 followers, XXX engagements
"ACFMarketWrap. Tech roared back to life as US equities rallied into a shortened Thanksgiving week. The S&P XXX +1.24% Nasdaq +2.0% and the $DJI +0.6% led by a rebound across the megacaps. $GOOG +4.85% after overtaking Microsoft on Friday to become the third-largest US company by market cap. $TSLA +6.4% as Elon Musk revealed the firm has already designed several million AI chips for its cars and data centers. UK 10-year gilt yields eased to XXXX% as investors await the Autumn Budget. Markets now price an XX% chance of a 25bp BofE cut and XX% odds of a 25bp Fed cut in December. Rest of Mag 7+:"
X Link 2025-11-24T16:32Z 2120 followers, XXX engagements
"QDE (MAST.L) is moving at pace. Portfolio up from 23MW to 48MW on track for 73MW by 1H26E. Target 1GW by 2030. Read more in ACFResearch update note $ENEL $DUK $IBE.MC $GEV $FSLR @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @VinFastofficial @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta"
X Link 2025-11-26T13:33Z 2119 followers, XXX engagements
"$GOOG - Kings Cross HQ UK amongst other interesting items foxes have made their set homes in the very extensive roof garden if you know the KX construction site the curious question is how they got there.via the elevators Or did cheeky chappie builders let them in via the cranes. Read more @stockmark_it"
X Link 2025-12-01T09:13Z 2120 followers, XXX engagements
"ACFMarketWrap. Wall Street stumbled into December. The S&P XXX -XXXX% $IXIC -XXXX% and $DJI -XXXX% as caution resurfaced after a choppy November. Traders braced for a heavy data week including the delayed September PCE all ahead of next weeks pivotal FOMC decision. Tech led the selloff followed by real estate and industrials. Mega-caps slumped: $MSFT -XXX% $AAPL -XXXX% $GOOG -XXXX% $META -XXX% $TSLA -0.65%. Bitcoin sank X% back below $85K testing Aprils lows dragging crypto equities lower $COIN -5.91%. Bright spots were scarce but $AMZN +0.32% $NVDA +1.17%. FTSE100 -XXXX% $WTI $59.38/bbl."
X Link 2025-12-01T16:48Z 2120 followers, 12.9K engagements
"ACFMorningMeeting. Markets cant pick a lane - European stocks edged higher with $STOXX +0.26% even as the UKs $FTSE slipped again. Pressure on the FTSE deepened as heavyweights like $AZN major banks and $BATS dragged the index lower. $HSBC -XXXX% after unexpectedly naming interim chair Brendan Nelson as its permanent replacement while $SBRY -XXXX% following news that Qatars sovereign wealth fund plans to trim its stake. Morning Trade - UK/EU: $STOXX $FTAI $PTL +ve $FTSE -ve. US ftrs $IXIC $GSPC $DJI +0.03-16%. Stock Watch $MVRL +9.84% on strong 3Q25 results $INTC -XXXX% $CRWD -XXXX% $BA"
X Link 2025-12-03T09:20Z 2119 followers, XXX engagements
"ACFMarketWrap. Tech wobble hits Wall Street - US stocks traded cautiously with $IXIC -XXXX S&P XXX +0.1% and $DJI +0.39% as weakness in megacap tech and renewed anxiety over stretched AI valuations dragged sentiment. $MSFT -XXX% after reports of cuts to AI-linked sales quotas while $NVDA (-0.5%) $AVGO (-1.7%) $AMZN (-1.0%) and $NFLX (-5.4%) also slipped. Softer ADP data signaled continued employment contraction with the US private sector unexpectedly shedding 32K jobs in November (vs. +10K exp) the steepest drop since March 2023. Traders now see rising odds of a XX bps Fed cut next week. Rest"
X Link 2025-12-03T16:52Z 2119 followers, XXX engagements
"ACFMarketWrap. Screaming bond market stumbling tech: Fed could turn political fear. S&P XXX -XXXX% $DJI -XXXX% $IXIC flat. A bond-market pullback hit growth stocks after a US Treasury survey reportedly flagged concerns that a potential Fed Chair pick could cut rates too aggressively to please President Trump. Big Tech slumped: $AMZN -XXX% $AAPL -XXXX% $GOOGL -1.15%. But $META bucked the trend jumping X% as executives weigh budget cuts of up to XX% for its metaverse group next year. Rest of Mag 7: $NVDA +1.94% $MSFT +0.02% $TSLA +0.45%. FTSE100 +0.36% $WTI $59.58/bbl. Next up: US Sep Core CPE"
X Link 2025-12-04T17:00Z 2120 followers, XXX engagements
"ACFMorningMeeting Sterling steals the spotlight. The British pound broke above $XXXXX its strongest since Oct XX as markets brace for an all-but-certain Fed cut next week. Traders now price a XX% chance of a XX bps move plus XX more cuts in 2026 amid cooling US labor data. In the UK upbeat PMI figures and budget optimism lifted sentiment while a split looms at the BoE ahead of its Dec XX meeting. On the corporate front $NVO +1.98% after advancing tests of an oral Ozempic formulation for Alzheimers and $OCDO +6.58% on a settlement with Kroger. Morning Trade - UK/EU: $STOXX $FTSE $FTAI $PTL"
X Link 2025-12-05T09:18Z 2119 followers, XXX engagements
"$OCDO @Ocado - a slightly strange investment story that always promises to make money but never quite does. Perhaps we need to dig in more. See summaries @ZaksTradersCafe and @Share_Talk below"
X Link 2025-12-05T10:16Z 2119 followers, XXX engagements
"@Ocado $OCDO surges on recent payout news but the issue is that it always seems just two steps to significant profitability but never quite there. We probably need to dig in more. See below @LondonSouthEast @FocusIR"
X Link 2025-12-05T10:43Z 2120 followers, XXX engagements
"Warner Bros Netflix take over - Most likely bad for creativity sadly and may not be obviously good for $NFLX shareholders either - see more below @stockmark_it"
X Link 2025-12-08T10:49Z 2121 followers, XXX engagements
"$CVNA multiples even post restructuring 'might be' a little rich vs. peers. it's a 'bit' on the leveraged side. It has lapped up deep-subprime credit (take deep breath close eyes and hope). There are 'concerns' over accounting. Peak car prices for the cycle feel over. AI can go quite some way to rewriting the traditional information asymmetry of the second hand car market suggesting lower margins but perhaps higher sales volumes though one can argue there would be fewer sales with better information for the buyer. We can make the buy case for $CVNA too but we prefer the short case on balance."
X Link 2025-12-08T11:34Z 2122 followers, XXX engagements
"$NVDA Donald Trump and Chip Sales policy reversal - the core of this is that the export controls goal was de-facto unenforceable - A view of Bosham beach West Sussex a chair and a tide come to mind"
X Link 2025-12-09T10:01Z 2119 followers, XXX engagements
"ACFMorningMeeting. The calm before the Fed - caution ruled the session as traders avoided to making major moves ahead of the Feds decision. A rate cut is baked in but the real drama is whether 2026 projections turn dovish or disappoint. In Europe hopes for more ECB easing took a hit after Simkus (Lithuania CB) said further cuts arent needed with inflation more or less at target echoing Schnabel (Exec Board of ECB) who floated the idea she was comfortable with a rate hike. The euro held above $XXXXX supported by a softer dollar firmer ECB rhetoric and progress on Frances 2026 social-security"
X Link 2025-12-10T09:33Z 2119 followers, XXX engagements
"Accessible healthcare @MedPalPlc $MPHD - that is something all of us should get up to speed with. @focusIR has an interview with the CEO of $MPHD"
X Link 2025-11-07T10:02Z 2120 followers, XXX engagements
"And yet $MSFT is the only one of the AI bloat stocks we'd rebuy on a correction (notwithstanding we agree that Copilot is perhaps not quite the best). @Mayhem4Markets"
X Link 2025-12-09T10:18Z 2119 followers, XXX engagements