#  @ACFER01 ACF Equity Research ACF Equity Research posts on X about $nvda, ai, gold, strong the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::2304645636/interactions)  - [--] Week [-----] +43% - [--] Month [------] +6.10% - [--] Months [-------] -58% - [--] Year [---------] +275% ### Mentions: [--] [#](/creator/twitter::2304645636/posts_active)  - [--] Week [--] -63% - [--] Month [---] +21% - [--] Months [---] +47% - [--] Year [-----] +56% ### Followers: [-----] [#](/creator/twitter::2304645636/followers)  - [--] Week [-----] no change - [--] Month [-----] +0.05% - [--] Months [-----] +2.80% - [--] Year [-----] +7.20% ### CreatorRank: [---------] [#](/creator/twitter::2304645636/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 58.52% [stocks](/list/stocks) 42.22% [technology brands](/list/technology-brands) 24.44% [countries](/list/countries) 17.78% [cryptocurrencies](/list/cryptocurrencies) 16.3% [automotive brands](/list/automotive-brands) 9.63% [travel destinations](/list/travel-destinations) 6.67% [exchanges](/list/exchanges) 5.19% [currencies](/list/currencies) 4.44% [celebrities](/list/celebrities) 1.48% **Social topic influence** [$nvda](/topic/$nvda) #2868, [ai](/topic/ai) 10.37%, [gold](/topic/gold) 9.63%, [strong](/topic/strong) 8.15%, [$tsla](/topic/$tsla) #1142, [stocks](/topic/stocks) 8.15%, [inflation](/topic/inflation) 6.67%, [$goog](/topic/$goog) #273, [nvda](/topic/nvda) #621, [$ptl](/topic/$ptl) 6.67% **Top accounts mentioned or mentioned by** [@sharetalk](/creator/undefined) [@zakstraderscafe](/creator/undefined) [@wizardbattery](/creator/undefined) [@eustartups](/creator/undefined) [@zakmir](/creator/undefined) [@voxmarkets](/creator/undefined) [@focusir](/creator/undefined) [@londonsoutheast](/creator/undefined) [@bullsnbearswa](/creator/undefined) [@arthurbenta](/creator/undefined) [@stockmarkit](/creator/undefined) [@mitchellsmisthvanc](/creator/undefined) [@mastplc](/creator/undefined) [@nexteraenergy](/creator/undefined) [@enelgroup](/creator/undefined) [@dukeenergy](/creator/undefined) [@iberdrola](/creator/undefined) [@gevernova](/creator/undefined) [@acwapoweren](/creator/undefined) [@firstsolar](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Doge Jones Industrial Average (DJI)](/topic/$dji) [GE Vernova Inc. (GEV)](/topic/$gev) [Apple, Inc. (AAPL)](/topic/$aapl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Microsoft Corp. (MSFT)](/topic/$msft) [Bitcoin (BTC)](/topic/$btc) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oracle Corporation (ORCL)](/topic/$orcl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Micron Technology, Inc. (MU)](/topic/$mu) [IBM (IBM)](/topic/ibm) [Convex Finance (CVX)](/topic/$cvx) [JPMorgan Chase (JPM)](/topic/$jpm) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [BP p.l.c. (BP)](/topic/$bp) [Texas Instruments (TXN)](/topic/$txn) [Eli Lilly and Company (LLY)](/topic/$lly) [Cisco Systems Inc (CSCO)](/topic/$csco) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [McDonald's Corp (MCD)](/topic/$mcd) [NextEra Energy Inc (NEE)](/topic/$nee) [Duke Energy Corp (DUK)](/topic/$duk) [First Solar, Inc. (FSLR)](/topic/$fslr) [Copiosa Coin (COP2)](/topic/$cop) [Exxon Mobil (XOM)](/topic/$xom) ### Top Social Posts Top posts by engagements in the last [--] hours "ACFMarketWrap: Markets stayed cautious ahead of a data-heavy weekjobs and CPI loomas earnings roll on and reports said Chinese regulators are urging banks to trim US Treasury exposure over concentration and volatility risks. AI services and infrastructure flipped the tape higher with $NVDA $AVGO and $AMD up 3% while data plays ripped $PLTR +4.5% and $ORCL +8%on strong momentum. The rally contrasted with another rough day for software as AI disruption fears deepened after advances from Anthropic dragging $INTU and $CRM -2%+. $LLY edged higher after agreeing to buy Orna Therapeutics for $2.4bn." [X Link](https://x.com/ACFER01/status/2020915032939434495) 2026-02-09T17:37Z [----] followers, [---] engagements "#FunFriday #IoT-enabled Halter for Horses uses Machine Learning and a Whole Lot More Justify just won the Kentucky Derby besting the field by [--] lengths. He was purchased as a yearling at auction for $500000. #Horses #Health #Impulse #Investment #Sport https://bit.ly/2QeVQTZ https://bit.ly/2QeVQTZ" [X Link](https://x.com/anyuser/status/1058330814772064267) 2018-11-02T12:11Z [----] followers, [--] engagements "$HUMBL we are curiously interested we know the growing space a bit and like it. Also like anything that helps micro and small cap public or private business #ACFView @Wolverine1724 @HUMBLPay HUMBL would like to thank our first [-----] global users for signing up 🙌🏽 #HUMBL #HUMBLPay https://t.co/fvBc2VNrSF HUMBL would like to thank our first [-----] global users for signing up 🙌🏽 #HUMBL #HUMBLPay https://t.co/fvBc2VNrSF" [X Link](https://x.com/ACFER01/status/1383350489232805895) 2021-04-17T09:23Z [----] followers, [--] engagements ".@OptiBiotix $OPTI.L updated strategic plan -expansion into new international mkts deal w/ major retailer new products progress. Is it timely MCAP45m S/P10% y/y but liquidity maybe improving - a good sign #ACFView #Lifesciences #Healthcare #microbiome @WalbrookPR" [X Link](https://x.com/anyuser/status/1388037490431381505) 2021-04-30T07:48Z [----] followers, [--] engagements "#EUA @EUA @eurasiamining $EUA ACF has no insights into when a client or other company is going to make a release - not questions we can comment on. Can only sometimes talk about what ACF is doing @RichardDugdale3 @Mark51297773 @adymcquillan" [X Link](https://x.com/anyuser/status/1395034801309159429) 2021-05-19T15:13Z [----] followers, [--] engagements "#Kibo $Kibo @KiboEnergy #MAST $MAST MCAP 24m vs. KIbo MCAP 5m. Kibo has controlling stake in MAST is #Kibo mispriced #ACFView @KiboEnergy subsidiary MAST Energy announces acquisition of a third 4.4MW Gas-powered Standby Generation Facility. https://t.co/qSw6bkicmz @proactive_UK #LSE #AIM #SmallCaps @KiboEnergy subsidiary MAST Energy announces acquisition of a third 4.4MW Gas-powered Standby Generation Facility. https://t.co/qSw6bkicmz @proactive_UK #LSE #AIM #SmallCaps" [X Link](https://x.com/ACFER01/status/1432977763229708296) 2021-09-01T08:04Z [----] followers, [--] engagements "We still don't wish ill but the wit is good nonetheless 😀 (shared internally). @Wouldbescouse #EUA #EurasiaMining #BatteryMetals #ACFInsight @ACFER01 Actually I do wish Ill on those who are short including those who became short by accident 🤣🤣🤣. #eua @ACFER01 Actually I do wish Ill on those who are short including those who became short by accident 🤣🤣🤣. #eua" [X Link](https://x.com/ACFER01/status/1433058926065504261) 2021-09-01T13:27Z [----] followers, [--] engagements "#KontrolTechnologies #NEO: $KNR provides #energyefficiencysolutions & techs to #commercialenergy consumers in KNRs new SmartPower = fully integrated #Geothermal & VRF (variable refrigerant flow) soln #NetZero @KontrolGroup #ACFview http://N.Am http://N.Am" [X Link](https://x.com/ACFER01/status/1468973720244998144) 2021-12-09T16:00Z [----] followers, [--] engagements ".#MerryChristmas and #happynewyear2022 #ACFView" [X Link](https://x.com/anyuser/status/1474436161577783299) 2021-12-24T17:45Z [----] followers, [--] engagements "ACFMarketWrap: Staples lift S&P Healthcare drags as Wall St. ticks up. $SMCI (-20.28%) after missing 4Q estimates. $MSFT (-0.47%) $PLTR (+2.81%) $NVDA (-0.64%). $GOOG (+0.26%) $TSLA (+2.82%) $AAPL (+4.48%). EA Retail 0.3% vs 0.4% expected in Jun. NASDAQ -0.49% SPX -0.14% FTSE100 +0.17% $WTI $65.90/bbl. Next in focus: GB BoE Interest Rate Decision. ACFView @WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_ @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it" [X Link](https://x.com/anyuser/status/1953115852816908759) 2025-08-06T15:28Z [----] followers, [---] engagements "ACFMarketWrap: A holiday hangover rattled markets as December retail sales badly missed expectations signalling a fragile consumer and pushing rate traders to price in 2+ Fed cuts this year. Semis caught a bid after strong January order books from $TSM lifting $NVDA $AMD and $AVGO 1%. On the downside $KO -3% missed 4Q25 revenue and $CVS -1%+ guided lower. Magnificent Seven mixed: $GOOG -2.13% -despite solid early demand for its massive bond deal $NVDA -0.21% $META -0.32% $AMZN +0.5% $TSLA +1.34% $AAPL +0.02% $MSFT +1.83%. Commodities cooled with $WTI $64.28/bbl and gold @ $5080/oz. NASDAQ" [X Link](https://x.com/ACFER01/status/2021281782457319798) 2026-02-10T17:55Z [----] followers, [----] engagements "@FirstClassMetals $FCM.L Hemlo district may well be attracting wider operational attention post the Barrick non-core $bn sale of the Hemlo mine ($B $ABX.TO also cutting debt). This might refocus capital too on the region. That has potential to play through for $FCM future funding and revenue solutions. ACFView See more below @Share_Talk @FirstClassMetal has completed its maiden drilling campaign at the North Hemlo property marking a significant step forward in its exploration programme. #FCM drilled ten diamond holes across approximately three kilometres of the Dead Otter trend exceeding the" [X Link](https://x.com/ACFER01/status/2003417113168318872) 2025-12-23T10:47Z [----] followers, [---] engagements "$BTC LTM -31% 5-year gain 42% all time 14264% - whilst the current tribulations are painful worrying and may lead to a current implosion investing early investing in 'young' ideas pays (or course all capital is at risk). In the mid to longer term fiat currency is over though it may be that the ultimate winners in the crypto race are central bank issued cryptos. See more below @ZaksTradersCafe Bulletin Board Heroes: February [--] Zak Mir takes a charting look at FTSE [---] Dax Dow Bitcoin Ethereum Gold ACG Alien Metals Celsius Hvivo Kendrick Kosmos KEFI Nuformix Oxford Biodynamics Sunda TPX" [X Link](https://x.com/ACFER01/status/2022261590901354692) 2026-02-13T10:48Z [----] followers, [---] engagements "#ACFMorningMeeting. US Interest rates in line w/ exp. @ 5.25%. HSI1.98%. PBoC today cut lending rates by 10bps to 2.65%. FTSE 0.13%. $INF.L 4% on profit expectations for FY23. US ftrs -ve. WTI $68bbl. Data: ECB #InterestRateDecision #ACFView" [X Link](https://x.com/ACFER01/status/1669256754805219330) 2023-06-15T08:13Z [----] followers, [---] engagements "#ACFMorningMeeting: FTSE [---] Hits Record High Led by Experian; Investors Eye US CPI Data for #Fed Rate Clues $EXPN.L 8.27%. AI stocks mixed at Tue close: $NVDA $IBM $SOUN $AMD $SMCI $ARM $PLTR $ MBLY. $WTI $78 bbl #Gold0.23% #Copper2.68%. Data to watch: US Inflation Rate Apr #ACFView https://twitter.com/i/web/status/1790654935677202446 https://twitter.com/i/web/status/1790654935677202446" [X Link](https://x.com/ACFER01/status/1790654935677202446) 2024-05-15T08:06Z [----] followers, [---] engagements "Ovarian Cancer (platinum resistant) - Starpharma $SPL.AX gets promising response from FDA for Fast Track designation and P2/3 clinical trial guidance for DEP SN38 Ovarian oncology therapy. Platform technologies such as Star's dendrimer platform $BCLI's and $KDST's stem cell platforms (NDDs) de-risk biotech investing though this may not yet be widely appreciated by markets. $SPL is revenue generating via other products. #ACFInsight - in our assessment platform technologies e.g. $SPL's throw light on a endgame fix for cancer @Starpharma_ASX @KadimastemLTD" [X Link](https://x.com/ACFER01/status/1869531147178312052) 2024-12-18T23:52Z [----] followers, [----] engagements "$FMET.L $PNT.AX - The tailings briefing below amongst other things references gallium gold leach kinetics First Quantum $FM.TO and Bechtel (a reference which brings some of our team right back to their Eurotunnel construction days) Unexpected but pleasing was the internal comment. https://twitter.com/i/web/status/1968966497184661622 https://twitter.com/i/web/status/1968966497184661622" [X Link](https://x.com/ACFER01/status/1968966497184661622) 2025-09-19T09:12Z [----] followers, [---] engagements "Soho House $SHCO : NYSE - a company that overexpanded ran into trouble migrated from prestige to mastige and arguably ruined a lot of long standing venues in the interim for which it likely overpaid. We see the current transaction as 'escape by seat of pants'. We fear the current investors ponying up more capital will fair little better without a significant change of model and shedding of assets. ACFInsight. See more below @stockmark_it Welcome to the weekly international news from https://t.co/o8pJRpK7TP - covering the news that affecting international financial markets. 🗞 Sunday 18th" [X Link](https://x.com/ACFER01/status/2013192470268362942) 2026-01-19T10:11Z [----] followers, [---] engagements "ACFMarketWrap: Trade-war jitters are back on the table after President Trump reignited tariff threats warning of penalties on countries resisting his push to acquire Greenlanddragging risk appetite lower. UK banks led losses with $BARC -1.7% $NWG -1.4% $LLOY and $STAN also weaker while softer crude hit energy names $SHEL and $BP (-0.7%). One stock stole the show: $BEZ.L +40% after $ZURN.SW confirmed a takeover approach at 1280p/share a 56% premium valuing the insurer 7.7bn lifting peers $LRE.L and $HSX.L. Trump later escalated threatening 10% tariffs by month-endrising to 25% by Juneon" [X Link](https://x.com/ACFER01/status/2013311558961476057) 2026-01-19T18:04Z [----] followers, [---] engagements "Poland $PTL WIG which has been quite a European bright spot through [----] turned -ve after a positive open however $FTAI AiM is gong from strength to strength.so far. See more below @Share_Talk UK equities edged lower in early trading after inflation rose for the first time in six months dampening investor sentiment. The FTSE [---] slipped just under 0.1p% to [--------] while the mid-cap FTSE [---] also eased by just under 0.1% to [--------]. https://t.co/wJT9kqZ6R4 UK equities edged lower in early trading after inflation rose for the first time in six months dampening investor sentiment. The FTSE 100" [X Link](https://x.com/ACFER01/status/2013896525684867521) 2026-01-21T08:48Z [----] followers, [---] engagements "ACFMarketWrap Meeting Summary: Markets held their breath ahead of the Feds rate call juggling earnings beats misses and a flood of after-hours tech reports. $TXN ripped 8%+ pre-market on upbeat guidance $T +3.5% jumped on an earnings and revenue beat while $DHR -1.4% lagged on softer results. Big names $MSFT $META $TSLA $IBM and $V all lined up to report after the bell In Europe a brutal selloff in luxury clashed with a tech surge$MC.PA 6% on weak results as CEO Arnault warned [----] wont be easy dragging peers lower while $ASML vaulted to 7.5% to a record to become the Stoxx 600s most valuable" [X Link](https://x.com/ACFER01/status/2016795970688753748) 2026-01-29T08:50Z [----] followers, [---] engagements "Ocado 'challenges' - again and seems like forever a case where financial challenges should be a permanent line in the model driven as a % of revenues (modelling reference). See more story @stockmark_it below. Ocado Faces Financial Challenges Amid Strategic Shifts https://t.co/6RVJhFXPms https://t.co/WGyzp01K4h Ocado Faces Financial Challenges Amid Strategic Shifts https://t.co/6RVJhFXPms https://t.co/WGyzp01K4h" [X Link](https://x.com/ACFER01/status/2017185619865219505) 2026-01-30T10:38Z [----] followers, [---] engagements "ACFMarketWrap: Risk sentiment cracked as commodities and AI took a hit. Miners sank after bullion reversed hard from last weeks recordssilver collapsed nearly 30% in two sessions dragging $NEM and $GOLD lower pre-market. AI names wobbled as $NVDA signalled its proposed $100bn OpenAI investment has stalled while $ORCL slid after flagging plans to raise $50bn+ via debt and equity to fund cloud expansion. Banks stayed muted as a steeper yield curve and Trumps nomination of hawkish Fed chair pick Kevin Warsh reshaped policy expectations. In Europe earnings focus lifted defensives and" [X Link](https://x.com/ACFER01/status/2018369524064510300) 2026-02-02T17:02Z [----] followers, [---] engagements "ACFMarketWrap: Tech rout deepened as AI hype met reality while money rotated into defensives like energy staples and healthcare. $LLY exploded 7%+ on an earnings beat and bullish [----] outlook $AMGN +4.5% impressed and $QCOM +2.7% ahead of results. But the AI unwind was brutal: $AMD cratered 12%+ on weak guidance dragging $NVDA -3.28% $META -2.51% $AVGO -1% $ORCL -3.7% and $MU -3.2%. A soft ADP print showed just 22k jobs added reinforcing cooling labour signals. In Europe easing inflation (EA CPI to 1.7%) revived rate-cut bets but tech and media stayed under pressure. $NVO collapsed 17% on a" [X Link](https://x.com/ACFER01/status/2019105447572103425) 2026-02-04T17:47Z [----] followers, [----] engagements "ACFMornnigMeeting - $BTC - crash test dummy - it's all part of the ride according to Bernstein we tend to agree. $BP to stop buybacks and borrowing to pay for them. Wallstreet banks back Chinese AI stocks e.g. and (handy to remember) - MiniMax and MetaX. $CSCO new chip to compete with $AVGO and $NVDA. Opens Europe - $PTL $FTSE $FTAI -ve $STOXX $FTMC weakly +ve. US ftrs +ve $DJI $IXIC $GSPC. Stock Watch - $VAL +34% (deal driven) $IBRX +14.6% - label expansion potential for ANKTIVA / CAR-NK Therapy trial. Commods - $WTI $64.6 bbl GOLD holds above $5000 t/oz. COPPER USd [---] lb COCOA $4186 MT." [X Link](https://x.com/ACFER01/status/2021161764067365019) 2026-02-10T09:58Z [----] followers, [---] engagements "ACFMorningMeeting $BTC 6M 43.6% @66.9k. $HOOD misses estimates - crypto revs hit $221m vs. expectation $248.2m and so on. $QVCGA -78% (TV selling). Exodus of the people - xAI -half co-founders now resigned possibly related to Musk progress demands. Trump team down play upcoming jobs report saying it will disappoint and is due to. productivity gains and removal of illegals. Opens Europe mixed - $FTSE $FTAI $PTL +ve. $STOXX $FTMC. US ftrs $DJI $GSPC +ve $IXIC -ve. Stock Watch - $NKTR +51% (ResPEG data - Atopic Dermatitis). $QVCGA (TV selling) collapses 66% and is down 13% in pre market. Commods" [X Link](https://x.com/ACFER01/status/2021525758590570576) 2026-02-11T10:04Z [----] followers, [---] engagements "Emerging market improvements should also flow into frontier markets some of which may be classified back to emerging markets (read should be in some cases). There is certainly some exciting if risky growth opportunities in the Africa region for example. Emerging market inflows are off to their best start since [----]. 🐂 Valuations are also comparably attractive vs the US. https://t.co/mcUzgyCbwd Emerging market inflows are off to their best start since [----]. 🐂 Valuations are also comparably attractive vs the US. https://t.co/mcUzgyCbwd" [X Link](https://x.com/ACFER01/status/2021528706452533525) 2026-02-11T10:16Z [----] followers, [--] engagements "ACFMarketWrap: Jobs blew past expectations as NFPs rose 130kmore than double forecastsand unemployment unexpectedly fell reinforcing labour-market resilience and pushing back against dovish Fed hopes. Equities rallied premarket led by small caps and tech shrugging off weak earnings headlines. $TMUS -5% on softer subscriber growth $HUM -1% post-results $HOOD -10% missed revenue and $MAT cratered 30% on poor holiday sales. Magnificent Seven mixed: $GOOG -0.23% $NVDA +1.45% $META +0.10% $AMZN -0.57% $TSLA +2.34% $AAPL +0.88% $MSFT -0.90%. Commodities firm with $WTI $65.66/bbl and gold $5094/toz." [X Link](https://x.com/ACFER01/status/2021633653940302249) 2026-02-11T17:13Z [----] followers, [---] engagements "ACFMorningMeeting - Suprise - there are still jobs to be done - US stock ftrs refocus on Fed post jobs report beats. $MCD McDonalds delivers 4Q beats on US same store sales +6.8%. $IBM sinks 6.5% on resurfaced AI worries - it's a bubble get over it. UK's lack lustre 0.1% GDP growth turns out it's the best in Europe yes that's right UK GDP growth leads Europe The FTSE liked it. Opens - Europe $PTL $STOXX $FTSE $FTMC $FTAI +ve. US ftrs strongly +ve on back of jobs surprise and fed refocus $GSPC $IXIC $DJI. Stock Watch - $SDR.L (Schroders AM - sold to Nuveen). Ultimately its probably the last" [X Link](https://x.com/ACFER01/status/2021886480419897520) 2026-02-12T09:57Z [----] followers, [---] engagements "ACFMorningMeeting - SpAIce spicey - SpaceX merger with xAI. SPAX.PVT merged with XAAI.PVT in a deal in which Space X is valued at $1trn and xAI at $250bn. $TSLA -2%. - Elon described the 'spicey' deal as.scaling to make a sentient sun to understand the Universe and extend the light of consciousness to the stars - we'll definitely be investing in that clear vision. US ftrs +ve $DJI $GSPC $IXIC. Opens in Europe but before that KOSPI [---] (Korea) closed up 7.45%. $STOX $PTL $FTSE $FTMC $FTAI all in positive territory this AM. Stock Watch - $AAPL +4% $AMD +4% +2.25% in pre market trade. $SNDK" [X Link](https://x.com/ACFER01/status/2018623879657214278) 2026-02-03T09:53Z [----] followers, [---] engagements "$LFT @LiftPlc The issue at stake seems to be similar to the following - the fund mandate has been ignored by some directors and monies have been invested in completely unrelated activities - this would be on the side of 'quite serious' if it was say a Fidelity fund. Quite rightly the founder and CEO wants these directors removed. Seems a fair reason and the only way forward for any company. A change in legislation is required to make this all less difficult to achieve. ACFView. Good luck to @ZaksTradersCafe and all @LiftPlc shareholders attending todays #LFT EGM in London Good luck to" [X Link](https://x.com/ACFER01/status/2021170251551924296) 2026-02-10T10:31Z [----] followers, [---] engagements "$GOOG $AAPL apps business - enriching will be believing. Apple and Google Commit to Fairer App Store Practices Following CMA Agreements https://t.co/jO7fWE5a3k https://t.co/Fa5Hs7ME2r Apple and Google Commit to Fairer App Store Practices Following CMA Agreements https://t.co/jO7fWE5a3k https://t.co/Fa5Hs7ME2r" [X Link](https://x.com/ACFER01/status/2021527792576569358) 2026-02-11T10:12Z [----] followers, [---] engagements "ACFMarketWrap: Stocks found their footing after yesterdays chop as signs of a resilient economy lifted risk appetiteeven as hawkish Fed fears linger. Tech split sharply: AI infrastructure stayed hot while software lagged on automation fears. $MU exploded 10% after upbeat HBM4 commentary $EQIX ripped 11% on a guidance beat but $CSCO 5% on a soft outlook. $MCD added 1% post-earnings. Strong jobs data kept hawks vocal as markets brace for January CPI. Meantime US Existing Home Sales Jan 3.91m vs.4.18 cnsns. (prev. 4.27m) Magnificent Seven slid: $GOOG -0.19% $NVDA -0.14% $META -1.9% $AMZN -1.9%" [X Link](https://x.com/ACFER01/status/2022014072565186589) 2026-02-12T18:24Z [----] followers, [---] engagements "ACFMorningMeeting - AI fear - AI driven stock markdowns e.g. IT Financials Logistics $ULH $CHRW $UPS $HUBG and so on - whether classified as irrational or fear based (rational) look wrong. AI is still time consuming to use has a monotony and generates a lot of checking work maybe more than it saves. It will be in all operational processes as sub segment models just like other computing tools. Opens in Europe - only UK in +ve territory after the morning session $FTSE $FTAI $FTMC. $STOXX $PTL -ve. US ftrs -ve $DJI $IXIC $GSPC (Dow Nasdaq S&P 500). Stock Watch - markdowns dominate $ICLR - 40%" [X Link](https://x.com/ACFER01/status/2022258502916321542) 2026-02-13T10:36Z [----] followers, [---] engagements "Take a look at Mauritius e.g. CIEL and so on. The US continues to underperform global markets. There are great opportunities out there particularly in emerging markets. Via Datastream https://t.co/BNY5vjzjHc The US continues to underperform global markets. There are great opportunities out there particularly in emerging markets. Via Datastream https://t.co/BNY5vjzjHc" [X Link](https://x.com/ACFER01/status/2022262073208557730) 2026-02-13T10:50Z [----] followers, [--] engagements "Quantum Data Energy $MAST.L Pyebridge - more 'record' revenues in November - proof of concept site again outperforms UK electricity market. Read more in ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power https://bit.ly/QDE-MAST-L-Record-REVs https://bit.ly/QDE-MAST-L-Record-REVs Quantum Data Energy (MAST.L) delivers another month of very strong revenues. November revenues were similar to October revenues and were +136% year on year. Current number of shares in issue is now 138.8m as prepaid warrants (and some" [X Link](https://x.com/ACFER01/status/2000499572670410847) 2025-12-15T09:34Z [----] followers, [---] engagements "ACFMorningMeeting - Corona effect - $GOOG valuation read through on back of repriced SpaceX stake. SpaceX tender offer implies $800bn MCAP or $421 p/s. $BTC treasury strategies continue to face significant pressure perhaps the market misunderstands. $MSTR $BRR $NAKA $ABTC $BMNR $SBET $BTBT recent IPOs poor received too. Opens/Closes $VIX +4.4% US Fri closes -ve Asia Mon closes -ve. EU/UK +ve $STOXX $FTSE $PTL only $FTAI -ve. US ftrs +ve Nasdaq $IXIC The [---] $GSPC $DJI. Stock Watch - skin rip - Our AI bubble stocks $SCMI $QMD $SOUN $MBLY $PLTR $ARM $NVDA all closed down Fri 3% only $IBM" [X Link](https://x.com/ACFER01/status/2000503989851300148) 2025-12-15T09:51Z [----] followers, [---] engagements "📉 ACFMarketWrap: - Sour Apple - Early Wall Street optimism fizzled fast as fears over debt-fuelled AI spending dragged tech lower. $AVGO slid 4%+ extending Fridays rout while $ORCL -3.7% $CRM -2.9% and $NOW cratered 10%+ on M&A chatter and a KeyBanc downgrade. Mega-caps stayed under pressure $AAPL -1.4% $MSFT -0.8% $GOOG -0.3% $AMZN -0.9% though $NVDA +1.5% bucked the trend and $TSLA +4.3%. Markets now brace for a data-heavy week with CPI and jobs figures set to test the economic outlook. FTSE100 +1.20% NASDAQ -0.35% $WTI $56.89/bbl. Next up: UK Unemployment (Oct) & DE ZEW Sentiment (Dec)." [X Link](https://x.com/ACFER01/status/2000623078762557641) 2025-12-15T17:44Z [----] followers, [----] engagements "ACFMorningMeeting Payroll paranoia. Markets slipped across the board as investors positioned ahead of a delayed US jobs report that could reshape expectations for Fed policy. Focus also turned to a packed run of European central bank decisions with the BoE widely expected to cut rates by [--] bps while the ECB Swedens Riksbank and Norways Norges Bank are seen keeping policy unchanged. Geopolitical sentiment improved slightly after the US floated NATO-style security guarantees for Kyiv lifting hopes of a RussiaUkraine peace deal though uncertainty remains around territorial concessions. Morning" [X Link](https://x.com/ACFER01/status/2000855337897742381) 2025-12-16T09:07Z [----] followers, [---] engagements "Quantum Data Energy $MAST.L - Current valuation only prices in 150MW and assumes expected dilution 223m shares. Note full technical dilution possible is 417m shares. 📈 Read ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power https://bit.ly/QDE-MAST-L-Record-REVs https://bit.ly/QDE-MAST-L-Record-REVs Quantum Data Energy (MAST.L) delivers another month of very strong revenues. November revenues were similar to October revenues and were +136% year on year. Current number of shares in issue is now 138.8m as prepaid" [X Link](https://x.com/ACFER01/status/2000871775417327761) 2025-12-16T10:13Z [----] followers, [---] engagements "ACFMarketWrap. Data failure. US stocks drifted lower as delayed data failed to shake Fed expectations: $GSPC -0.42% $IXIC -0.39% $DJI -0.28%. Markets still see room for at least one more rate cut next year. Across the pond the pound pushed above $1.34 its strongest since early October riding broad dollar weakness ahead of the BoE decision. The central bank is widely expected to cut rates by [--] bps to 3.75% as rising unemployment and a stagnant UK economy ease inflation pressures. Megacaps mixed: $NVDA -0.18% $MSFT -0.28% $AAPL -0.49% $GOOGL -0.99%. Gainers included $AMZN +0.1% $META +0.42%" [X Link](https://x.com/ACFER01/status/2000976689505956310) 2025-12-16T17:09Z [----] followers, [---] engagements "ACFMorningMeeting. Data deluge - its a macro-heavy session with markets digesting a packed slate of regional releases led by Germanys Ifo Business Climate survey alongside the Eurozones final November inflation prints and quarterly wage growth data. Attention then shifts to a busy run of central bank decisions with policy calls due from the ECB BoE Swedens Riksbank and Norways Norges Bank later this week. Geopolitics added another layer of risk after the US threatened retaliatory measures against European firms including $ACN $SIE.DE and $SPOT over what it sees as discriminatory tech" [X Link](https://x.com/ACFER01/status/2001216020812292119) 2025-12-17T09:00Z [----] followers, [---] engagements "@NeoEnergyMetals $NEO Flagship assets uranium and uranium-gold at Henrikies Uranium and Beisa U+Au in South Africa. Henrikies is an historic uranium exploration region.substantive work by Anglo American in the mid 70s. We like advances scale optionality embedded gold and energy transition position. Note risks - funding balance sheet permitting & regs uranium price volatility RTO integration country specific risk. ACFView. See more relevant news and views below @Share_Talk @NeoEnergyMetals has confirmed the restoration of its listing and trading on the Main Market of the London Stock Exchange" [X Link](https://x.com/ACFER01/status/2001222349740290399) 2025-12-17T09:26Z [----] followers, [---] engagements "$FTSE100 and UK interest rates. As we argued this week we saw rate cuts at pretty much certainty rather than market 90% probability. Factors - jobs budget GDP growth need boosts inflation is under downward pressure (relatively) as our teams experience these things on the 'pavement'. The FTSE [---] is expected to open higher on Wednesday as easing inflation strengthens the case for the Bank of England to begin cutting interest rates. Futures markets are pointing to a rebound of around [--] points for the FTSE [---] extending what has been a volatile week for the https://t.co/P4zohCBDwb The FTSE 100" [X Link](https://x.com/ACFER01/status/2001223242325852583) 2025-12-17T09:29Z [----] followers, [---] engagements "$FTSE [---] and UK Rates - As per our discussions this week we have argued that a UK rate cut is pretty much a certainty for this round - factors we considered GDP growth jobs data budget needs (yes the Bank is non political but politicians know where it lives) downward pressure on inflation (relatively) - all based on our street/ 'pavement' real world work from our team. ACFView LONDON MARKET OPEN: FTSE [---] jumps as UK inflation cools before BoE https://t.co/I9URAVPkCS https://t.co/tHDeOPcUPo LONDON MARKET OPEN: FTSE [---] jumps as UK inflation cools before BoE https://t.co/I9URAVPkCS" [X Link](https://x.com/ACFER01/status/2001227638254289242) 2025-12-17T09:47Z [----] followers, [---] engagements "Soyabean prices - US farmers need bailing out because US trade policy has been wielded in Hammer of Thor 'stylie'. ACFView Soybean prices fell by more than 5% dropping below $10.70 per bushel pressured by concerns over slower buying from China and expectations of a bumper harvest in Brazil. $SOYB $DBA $ADM $BG $NTR $SMG https://t.co/FriJwQELRX Soybean prices fell by more than 5% dropping below $10.70 per bushel pressured by concerns over slower buying from China and expectations of a bumper harvest in Brazil. $SOYB $DBA $ADM $BG $NTR $SMG https://t.co/FriJwQELRX" [X Link](https://x.com/ACFER01/status/2001230850717872479) 2025-12-17T09:59Z [----] followers, [---] engagements "$MAST.L revenues November outperform y/y again. Dilution scenarios mapped: Current shares in issue 138m today. Our current expectation is 223m shares in issue vs. a technical possible full dilution of 417m. 🧮Read more in ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power https://bit.ly/QDE-MAST-L-Record-REVs https://bit.ly/QDE-MAST-L-Record-REVs Quantum Data Energy (MAST.L) delivers another month of very strong revenues. November revenues were similar to October revenues and were +136% year on year. Current" [X Link](https://x.com/ACFER01/status/2001250269318012977) 2025-12-17T11:17Z [----] followers, [--] engagements "ACFMarketWrap. Side eye - US equities slipped as traders weighed the Feds outlook for [----] and wait for tomorrows delayed CPI print. The $GSPC $IXIC and $DJI all traded in the red even after Fed Governor Waller signaled openness to further rate cuts. Energy moved the other way: oil prices jumped after President Trump ordered a total and complete blockade of sanctioned oil tankers tied to Venezuela. $NVDA -2.2% and $GOOGL -1.7% led tech lower. On the upside $AMZN +0.5% rose on reports of talks to invest roughly $10B in OpenAI while $NFLX +2.5% surged after reports Warner Bros. board may favor" [X Link](https://x.com/ACFER01/status/2001342834587127833) 2025-12-17T17:24Z [----] followers, [---] engagements "Warrant raises - an escape mechanism from malfunctioning growth markets - Quantum Data Energy ( $MAST.L ) and Metals One $MET.L have been able to push on with their operational strategies. Read how in ACFResearch update note $NEE $ENEL $DUK $IBE.MC $GEV $FSLR @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @VinFastofficial @metals_one_plc https://bit.ly/QDE-MAST-L-EscapingACapitalConstraint https://bit.ly/QDE-MAST-L-EscapingACapitalConstraint Quantum Data Energy (QDE $MAST.L) warrants raise is a sort of capital constraint cure. The" [X Link](https://x.com/ACFER01/status/2001643301263253810) 2025-12-18T13:18Z [----] followers, [---] engagements "ACFMarketWrap - 'Fusion Explosion' - Trump Media $DJT +30% on merger with TAE fusion energy company $TATE.PVT. Inflation data fudge fused with $MU memory chip demand data to drive Nasdaq surge. UK's BoE rates cut to 3.75% vs. 4.00% previously inline. $FTSE & $FTAI AiM closed up +0.65%. Stock Watch - $FCEL +33% $ATHA +69%. Mega Caps - $TSLA +4% $NVDA +2.3% $META +2.5% $MSFT 2.2% $PLTR +5%. Commods - $WTI $56.7bbl GOLD ftrs $GC=1 month $4403 t/oz GOLD Spot $4362 t/oz. Data up next - USA core inflation and inflation rate m/m. ACFView @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe" [X Link](https://x.com/ACFER01/status/2001702509425930619) 2025-12-18T17:14Z [----] followers, [---] engagements "ACFMorningMeeting. Stat Flatlining Markets - European stocks flatlined after a strong prior session still underpinned by optimism for further Fed cuts in [----] and fading bets on an ECB hike in [----]. Retail dragged: Adidas slipped 0.5% Puma sank 2% after $NKE flagged another margin decline. Geopolitics stayed in focus as the EU agreed to issue joint bonds to fund 90bn in loans to Ukraine. WTI dipped below $56/bbl heading for a second weekly drop and down 20% YTD. Oversupply fears dominated as OPEC+ restores capacity non-OPEC output rises and early demand cracks appear in China and the US." [X Link](https://x.com/ACFER01/status/2001951884760981927) 2025-12-19T09:44Z [----] followers, [---] engagements "Quantum Data Energy $MAST.L FCF breakeven between 1214.6MW. With 5.4MW online and 17.6MW getting closer to switchready we expect full dilution at 223m shares vs. 138m today and a potential technical full dilution of 417m. Read more in ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power https://bit.ly/QDE-MAST-L-Record-REVs Quantum Data Energy (MAST.L) delivers another month of very strong revenues. November revenues were similar to October revenues and were +136% year on year. Current number of shares in issue" [X Link](https://x.com/ACFER01/status/2002007509016445323) 2025-12-19T13:26Z [----] followers, [--] engagements "The Great Copper Run - Copper tracking strongest gains since [----]. In general liquidity is down and markets are moving into a shortish hibernation for the holiday season. Investors are staying defensive with no fresh catalysts. UK final GDP confirmed earlier estimates while markets kept an eye on Ukraine after Moscow said revised US peace proposals failed to improve odds of ending the war. Copper stole the spotlight. Futures climbed toward $5.5/lb the highest in nearly five months as structurally tight supply and long-term infrastructure demand continued to underpin prices. LME copper is" [X Link](https://x.com/ACFER01/status/2003032880822329747) 2025-12-22T09:20Z [----] followers, [---] engagements "ACFMarketWrap. Markets greased - US equities opened a holiday-shortened week on the front foot: $GSPC +0.47% $IXIC +0.47% $DJI +38%. Energy led as oil jumped on rising US-Venezuela tensions with investors also eyeing delayed US data due tomorrow. $WTI climbed 2% to $57.9/bbl after US forces boarded the tanker Centuries carrying 2mb of Venezuelan crude and pursued another vessel highlighting Washingtons push to squeeze revenues for the Maduro regime. While Venezuelas exports (mainly to China) are now 1% of global supply the flare-up has revived the geopolitical risk premium. Tech kept last" [X Link](https://x.com/ACFER01/status/2003148062475403614) 2025-12-22T16:58Z [----] followers, [---] engagements "ACFMorningMeeting GLP-1 Pill adds weight to $NVO. Otherwise theres low liquidity and less risk taking - Markets stayed muted as thin year-end liquidity and a lack of catalysts kept risk-taking in check. Russia and Ukraine ramped up attacks a day after Moscow said weekend peace talks failed to deliver progress. Bitcoin $BTC slid 1% to $87k stuck near November lows. $BTC is on track for a 22% 4Q drop its worst since [----] and an annual loss of 6% as caution dominates into year-end. Morning Trade - UK/EU: $FTSE $STOXX $PTL +ve $ FTAI -ve. US ftrs $IXIC $GSPC $DJI flat. Stock Watch - $NVO +5.38%" [X Link](https://x.com/ACFER01/status/2003399524664926423) 2025-12-23T09:37Z [----] followers, [---] engagements "ACFMorningMeeting. Copper Fever Supply is the key constraint Copper futures pushed to a fresh record near $5.8/lb up more than 15% in December and close to 50% higher YTD. Supply has become the key constraint: unplanned outages including $FCXs Grasberg mine declaring force majeure and cutting [----] output guidance. At the same time fears of potential US tariffs are pulling metal into American warehouses draining stockpiles elsewhere. US Treasury 10-year yield drifted down to 4.14% as markets hit pause ahead of key labour signals including ADP payrolls. Geopolitics stayed in focus after" [X Link](https://x.com/ACFER01/status/2005569148097597932) 2025-12-29T09:18Z [----] followers, [---] engagements "Euro EUR Adoption - That seems to make sense for Bulgaria though not sure it currently makes the currency more compelling. ACFView Bulgaria Poised to Adopt Euro Amid Political Turbulence and Disinformation Concerns https://t.co/R6FCSCjAMm https://t.co/bC9v9ipZxO Bulgaria Poised to Adopt Euro Amid Political Turbulence and Disinformation Concerns https://t.co/R6FCSCjAMm https://t.co/bC9v9ipZxO" [X Link](https://x.com/ACFER01/status/2005596107959861492) 2025-12-29T11:05Z [----] followers, [---] engagements "@ajax_plc $AJAX.AQ a lot to be curious about has the look of a project generator (acquires assets) rather than a typical junior explorer has early cash flow optionality - gold and tailings angle. Arguably permitting has been de-risked at. Note risks including deal completion risk; jurisdiction risk (Argentina) relatively concentrated register (shareholder base). ACFView see more below @Oilplayer2009 #AJAX (5.75p) make no mistake this has multi bag potential from current levels - only 100m shares issued - tightly held - cash circa 3m & low burn - m/cap only 5.75m Recent Edison coverage offers" [X Link](https://x.com/ACFER01/status/2005601423820534111) 2025-12-29T11:26Z [----] followers, [---] engagements "LLMs are just one big bag of errors. BBC Today program with Amol Rajan had MSFT guest editing this morning - Essentially promoting MSFT's ChatGPT LLM investment where the capital raise back up is retail IPO (ACFVIew) - distillation = AI is amazing buy into it to insure against your job the next iteration is really going to wow you (read we need your capital because this thing is way out of control we are desperate not to ruin the party) but also 'be afraid' - of incompetence in our view. Yeesh. This is bad. LLMs make mistakes. Often. https://t.co/6PtGxWtTN9 Yeesh. This is bad. LLMs make" [X Link](https://x.com/ACFER01/status/2005607866913177662) 2025-12-29T11:52Z [----] followers, [---] engagements "Quantum Data Energy $MAST.L even though the cash warrants and prepaid warrants have been in-the-money (ITM) since the raise in Jul [--] our expected full dilution has been around 220m vs. full technical 417m shares. 🌐Read why in ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @metals_one_plc https://bit.ly/QDE-MAST-L-EscapingACapitalConstraint https://bit.ly/QDE-MAST-L-EscapingACapitalConstraint Quantum Data Energy (QDE $MAST.L) warrants raise is a sort of capital constraint cure. The $MAST.L July raise" [X Link](https://x.com/ACFER01/status/2005631135792177328) 2025-12-29T13:25Z [----] followers, [--] engagements "ACFMarketWrap. Golden Slide - Gold slipped over 4% to below $4350/oz as investors locked in profits after record highs with tentative US-Ukraine peace talks weighing on safe-haven demand. Middle East tensions and US-Venezuela frictions continue to underpin defensive appeal. Still gold is +70% YTD tracking its strongest annual gain since [----] amid central bank buying ETF inflows and bets on Fed cuts next year. US stocks cooled after Fridays records with Nasdaq -0.64% S&P [---] -0.45% Dow -0.53%. Tech-heavyweights pulled back on AI capex scrutiny: $TSLA $NVDA -1.5% $META -0.99% $GOOG -0.69% $AMZN" [X Link](https://x.com/ACFER01/status/2005695787095720295) 2025-12-29T17:41Z [----] followers, [---] engagements "ACFMorningMeeting. Putin puncture - peace process under new pressure - Russia accused Ukraine of striking President Putins residence though no evidence was provided marking a potential setback for US-led peace efforts. Attention turns to the Feds December minutes later today expected to reveal divisions over the [----] rate path. On the corporate front $META confirmed it is acquiring Chinese AI start-up Manus. Meta plans to operate and commercialize the Manus digital assistant while folding its tech into products like Meta AI deepening its push into advanced AI. Financial terms were not" [X Link](https://x.com/ACFER01/status/2005939049127723433) 2025-12-30T09:48Z [----] followers, [---] engagements "Recommended reading for both traders and longer term investors there are plenty of shared principles - see several recent posts @Mayhem4Markets bleow a lot of the time it's a lack of managing position size and concentration that kills traders this often comes down to the 'sure thing' thesis where ego overwhelms common sense and one gets in too deep but if you zoom out you realize you'll have plenty of opportunities a lot of the time it's a lack of managing position size and concentration that kills traders this often comes down to the 'sure thing' thesis where ego overwhelms common sense and" [X Link](https://x.com/ACFER01/status/2005956750269100433) 2025-12-30T10:58Z [----] followers, [--] engagements "Inflation - it has not gone away but it is a little more under control (for now) ACFView. Following the Fed's [--] bps rate cut to 3.75% the 10-year Treasury edged slightly lower to 4.14% but remains well above pre-cut levels reflecting inflation expectations growth outlook and bond demand. $DMO $TIP $STIP $TIPS $PPT $TLTW https://t.co/i6YnZfmlKn Following the Fed's [--] bps rate cut to 3.75% the 10-year Treasury edged slightly lower to 4.14% but remains well above pre-cut levels reflecting inflation expectations growth outlook and bond demand. $DMO $TIP $STIP $TIPS $PPT $TLTW" [X Link](https://x.com/ACFER01/status/2005956990997074285) 2025-12-30T10:59Z [----] followers, [--] engagements "ACFMarketWrap. Wrap Winner - $STOXX50 surged to a fresh all-time high +0.78% at [----] finishing off [----] with gains near 19%. The rally has been underpinned by falling rates Germanys fiscal pivot and a rotation out of pricey US tech fueled the rally. Defense stocks led the charge heading for their strongest annual performance since [----] on expectations of higher military spending across Europe. The US dollar -9.5% YTD against major peers its steepest annual drop since [----]. After Aprils tariff shock under Trump sent the dollar tumbling as much as 15% the Feds return to rate cuts in September" [X Link](https://x.com/ACFER01/status/2006042918373511195) 2025-12-30T16:41Z [----] followers, [---] engagements "ACFMorningMeeting - [----] fires up - FTSE record - FTSE [---] breach [-----]. US ftrs positive. It is looking a good first day back. $TSLA divergence - clouds gather on sales in contrast to Elon Musk positivity. Rest of Mag [--] - pre market trading +ve $NVDA $AAPL $META $AMZN $MSFT. Commods - $WTI $57.4bbl GOLD ftrs $4405 t/oz GOLD spot [----] t/oz. Data focus - look out for Monday US ISM Manufacturing PMI. ACFVIew @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta https://twitter.com/i/web/status/2007019458800263439" [X Link](https://x.com/ACFER01/status/2007019458800263439) 2026-01-02T09:21Z [----] followers, [----] engagements "🔥 ACFMarketWrap: Energy and risk assets caught a bid as Venezuela worries cooled and traders shrugged off a softer ISM Manufacturing PMI. Oil majors led on hopes US firms could gain from rebuilding Venezuelas energy infrastructure $CVX +3.5% $XOM +0.7% $COP +1.3%. Cyclicals ripped higher too: $GS +4.8% $JPM +3.1% $AXP +2.6%. Big tech joined the rally with $AMZN +3.0% $META +1.9% and $TSLA +4% while semis firmed $MU +0.7% $INTC +1.4% $NVDA +0.5%. Utilities and healthcare lagged. NASDAQ +0.96% FTSE100 +0.53% $WTI $58.15/bbl. Next up: France & Germany inflation data. ACFview @WizardBattery" [X Link](https://x.com/ACFER01/status/2008231724107387365) 2026-01-05T17:38Z [----] followers, [---] engagements "Copper bubble - or just supply demand and an electric inflection point There is a transition away ftom oil to electricity.the USA can say and do what it likes but the electricity over oil story is one that has passed inflection. Oil is in terminal decline there will be bull runs still of course. Real price appreciation will come to conductors and anything battery. ACFView Copper supply problems keep piling up - 1990-2023: [---] major copper discoveries - [---] are not yet in production - [---] havent completed feasibility studies - Just [--] have begun development Heres the problem: Lead times to" [X Link](https://x.com/ACFER01/status/2008313226576961874) 2026-01-05T23:02Z [----] followers, [--] engagements "ACFMorningMeeting - Tar for the Bonanza - US ftrs pause a little. UK Europe opens positive mostly. USA's Venezuelan Tar Bonanza - well the US famously has a lot of roads and bridges in desperate need of renewal. 80% of Venezuelan Oil is from the Orinoco basin that's 'tar' and sour heavy crude API 8-13%. Its Mesa [--] medium light is in decline. It is difficult to see any extended global market for Venezuela's tar and so what the US actually has control over other than a number. Could this turn out to be the USA's biggest poorly valued asset booking (AI asset values being another possible one)." [X Link](https://x.com/ACFER01/status/2008485071452328141) 2026-01-06T10:25Z [----] followers, [---] engagements "Copper prices - Many drivers and unfortunately for the USA and its newly acquired Venezuelan Tar Bonanza the transition from petroleum energy to electricity is one of them a global phenomenon that has more momentum than the US economy as per commodity price trends. ACFView. @TaviCosta And this my friends is what price discovery looks like. In my view we are experiencing one of the most important moves in copper prices in decades. Game on. https://t.co/9uu2vvBxhI And this my friends is what price discovery looks like. In my view we are experiencing one of the most important moves in copper" [X Link](https://x.com/ACFER01/status/2008486869072293941) 2026-01-06T10:32Z [----] followers, [---] engagements "Copper and Gold - Copper may well outperform gold in [----]. You read it here first :) ACFInsight. Gold prices climbed above $4450 per ounce extending gains for a third consecutive session as demand for safe-haven assets increased amid escalating geopolitical instability. $GLD $IAU $GLDM $SGOL $AAAU $PHAU https://t.co/YCWpm8D99V Gold prices climbed above $4450 per ounce extending gains for a third consecutive session as demand for safe-haven assets increased amid escalating geopolitical instability. $GLD $IAU $GLDM $SGOL $AAAU $PHAU https://t.co/YCWpm8D99V" [X Link](https://x.com/ACFER01/status/2008487156961210739) 2026-01-06T10:33Z [----] followers, [--] engagements "And yet Next $NXT.L show it can be done though it is very very hard UK retail clothing and a some independent niches can thrive. Nice to see the $FTSE driven but something other than yield basic materials and defence. Thousands of UK Jobs at Risk as Major Retailers Face Insolvency https://t.co/tZNgoid6GJ Thousands of UK Jobs at Risk as Major Retailers Face Insolvency https://t.co/tZNgoid6GJ" [X Link](https://x.com/ACFER01/status/2008495583024345336) 2026-01-06T11:07Z [----] followers, [--] engagements "Where exactly is the US going to sell all this Venezuelan tar in the Orinoco Belt (one of the worlds largest oil reserves but its all 1.2bn bbls API 8-13 or so i.e. heavy sour crude and 'tar' - after America has repaved its failing bridge and road network then where will it be sold All apart from the fact the world is electrifying for transport $TSLA et al and $WTI is on the way out whether the US says so or not. Neither Venezuela nor the majors have been compelled to drill and extract it Orinoco Belt oil in spite of Venezuelan output down more than 66% from its peak. Commodity Markets Rally" [X Link](https://x.com/ACFER01/status/2008498939150860448) 2026-01-06T11:20Z [----] followers, [---] engagements "⚡ ACFMarketWrap: Stocks inched higher as rate-cut optimism kept earnings hopes alive sparking a sharp rebound in chips after last sessions stumble $MU $TXN $ADI and $NXPI surged 68% as valuation fears eased. Healthcare bounced too with $LLY +1% and $UNH +2%. Markets largely ignored geopolitical noise after the US captured Venezuelas Maduro; $CVX -3% pared prior gains while heavy-crude refiners $PSX $VLO and $MPC slid 1%+ on exposure concerns. Magnificent Seven mixed: $GOOG -1% $NVDA +0.29% $META -0.53% $AMZN +3.25% $TSLA -4.55% $AAPL -1.77% $MSFT -0.1%. NASDAQ +0.10% FTSE100 +1.18%" [X Link](https://x.com/ACFER01/status/2008598812471050627) 2026-01-06T17:57Z [----] followers, [---] engagements "ACFMorningMeeting US to sell 30-50m bbl of Venezualean oil under personal mandate of POTUS. Markets mixed $FTSE -ve $STOXX $PTL $FTAI +ve US ftrs $DJI +ve Nadaq DJI -ve. $TSLA drops -4% +ve in prem market whilst $AMZN pops 3.4% but -ve in pre market. Commods $WTI $56.7bbl GOLD ftrs $4473 GOLD spot $4464 t/oz. COpper USd [------] marginally softer. Data priority - European region inflation rate y/y US jobs and services PMI data. ACFView @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta" [X Link](https://x.com/ACFER01/status/2008845278615306480) 2026-01-07T10:16Z [----] followers, [---] engagements "ACFMarketWrap: Markets hit the brakes as doubts lingered over how deep Fed rate cuts will go this year and whether massive AI capex plans truly justify last years tech surge. Big tech stayed under pressure with $AVGO $ORCL and $MU 3% as investors reassessed lofty expectations. Defence stocks stole the spotlight after President Trump pledged to lift the US military budget to $1.5trn by [----] turbocharging gains in $LMT $RTX and $NOC (+48%) amid tougher rhetoric on Venezuela and Greenland. Inflation signals were mixed: NY Fed data showed 1-yr inflation expectations ticking up to 3.4% while 3-yr" [X Link](https://x.com/ACFER01/status/2009312823378166193) 2026-01-08T17:14Z [----] followers, [----] engagements "ACFMorningMeeting - Its been Caracas. $ONDS +451% 12M. Geopolitically an extraordinary week (again) and markets still powered ahead. Top Trump - markets media and supporters indicating we may have reached peak POTUS if true life will seem boring after (possibly). Opens +ve $FSTE $FTAI $STOXX $PTL. US ftrs flat or -ve $DJ S&P [---] $GSPC Nasdaq $IXIC. Stock Watch - $TSLA +1% a stock that does not spell Vnezuelan tar oil is the future. $AMZN +1.9% $NVDA -2% in spite of Chinese chip sales ull price news. $ONDS private wireless drone and automated data +15% +4.9% in pre market ahead of business" [X Link](https://x.com/ACFER01/status/2009563504433397835) 2026-01-09T09:50Z [----] followers, [---] engagements "Copper - whilst copper remains off its initial [----] highs by a few cents it is still a candidate to outperform gold in [----]. Copper prices are rising again today with both base metals and precious metals continuing to attract strong demand. The benchmark three-month copper contract on the London Metal Exchange is up 1.20% this morning at $12873 per tonne putting it on course for a gain of more than https://t.co/6zLJZ0l71a Copper prices are rising again today with both base metals and precious metals continuing to attract strong demand. The benchmark three-month copper contract on the London" [X Link](https://x.com/ACFER01/status/2009564829497925725) 2026-01-09T09:56Z [----] followers, [---] engagements "ACFMorningMeeting - Venezuela cool off - US oil super majors are not chomping at the bit for Orinoco heavy sour / bitumen or less sour Mesa-30 - In pre-market $CVX +0.7% $COP +0.7% $XOM -1.1% (subjected to Trump threat) have all been 'cool' about the opportunity. Opening Trading - Europe flat after upbeat Friday closes in US and Asia. $FTSE falt $FTAI +0.6% $PTL +0.01% $STOXX -0.22%. US ftrs -ve Nasdaq $IXIC $DJI S&P [---] $GSPC. Stocks - Pre market $SOUN +7.6%. $NVDA -1.14% $PLTR -1.8%. $NBY -14.9% (after +183% on Friday - momentum off a low base. Commods - $WTI $59 bbl GOLD ftrs $4607 vs." [X Link](https://x.com/ACFER01/status/2010654015617429841) 2026-01-12T10:04Z [----] followers, [---] engagements "Oil market supply - oil markets are less oversupplied and more structurally heading to their nadirs though this will be long and extended it is clear we are in the 20-40-year oil replacement horizon. Does not matter what the US position is it's a trend like the tide over which it has little control. Goldman clients are near most bearish on oil in the last [--] years. Rightfully so as the market continues to remain oversupplied. But geopolitics could be what causes prices to spike temporarily. Irans current situation could lead to upward pressure on prices. https://t.co/IK6n9unMwn Goldman" [X Link](https://x.com/ACFER01/status/2010656657471156418) 2026-01-12T10:14Z [----] followers, [---] engagements "Quantum Data Energy (QDE MAST.L) record monthly revenuesagain and as we forecast our maximum estimated dilution remains very much on target after 113m ITM cash warrants expired on [--] Jan [--]. Materially only the value accretive cash warrants now matter 122m shares raising 5m if exercised. The cash warrant raise can be substituted by credit and equity funding at the SPV level (non-dilutive to MAST equity holders). Read our flash note here @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @MastPlc. $NEE $ENEL $DUK $IBE.MC $GEV $FSLR $TSLA $BYDDY" [X Link](https://x.com/ACFER01/status/2010705827192348849) 2026-01-12T13:30Z [----] followers, [----] engagements "ACFMarketWrap: Markets jolted as the Trump administration turned up the heat on the Fed with the DOJ subpoenaing Chair Powell over a building renovationmoves Powell says are aimed at forcing him out over policy decisions. US assets slid in sync: banks and payments names were hit as Trump floated a one-year 10% cap on credit-card rates ahead of earnings sending $JPM $V and $MA near -3% while big tech sagged on fresh doubts over debt-fuelled AI capex. Europe shrugged off the noise and closed higher extending last weeks gains as industrials and financials led $SIE.DE $AIR.PA $DB and $BBVA rose" [X Link](https://x.com/ACFER01/status/2010769826768118271) 2026-01-12T17:44Z [----] followers, [---] engagements "ACFMorningMeeting - $GOOG $4trn. Turmp Troubles - Venezuela's unsalable unexploitable oil; Hunting the Fed; SCOTUS and Tariffs. Iran Blather but inaction. The administration sounds a little insecure like it feels itself on rocky ground. The question is how will it respond. Opens $FTSE $FTAI $PTL +ve $STOXX -ve. US ftrs -ve $DJI Nasdaq $IXIC S&P [---] $GSPC . Equities - $GOOG exceeds $4trn MCAP cf. $NVDA $4.5trn and $MSFT $3.5trn (yes $AAPL is $3.9trn we just prefer Microsoft). Commods - $WTI ticks up $60bbl GOLD ftrs $4603 t/oz GOLD spote $4589 t/oz. Copper USd [---] lb edges up. Cocoa $5443 MT." [X Link](https://x.com/ACFER01/status/2011021735680786561) 2026-01-13T10:25Z [----] followers, [---] engagements "Quantum Data Energy ($MAST.L)- another record revenue month. As forecast 113m ITM cash warrants expired [--] Jan [--]. Prepaid warrants nearly all exercised. Remaining dilution focused on 122m accretive cash warrants bringing up to 5m. Read how in ACFResearch flash note $NEE $ENEL $DUK $IBE.MC $GEV $FSLR @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @VinFastofficial @metals_one_plc @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta" [X Link](https://x.com/ACFER01/status/2011067205795094578) 2026-01-13T13:26Z [----] followers, [---] engagements "ACFMarketWrap: A cooler US core CPI print at 2.6% reignited rate-cut hopes easing fears the Fed might stay sidelinedand sentiment improved further as pressure on Chair Powell cooled after GOP pushback. Markets doubled down on two Fed cuts in [----] with April odds ticking higher. Energy and comms led as $GOOG +2.24% $ORCL +1.1% and $NFLX +1.4% climbed while financials lagged after Trump renewed calls to cap credit-card rates $V -2.9% and $MA -2.7%. Earnings kicked off with mixed reactions: $JPM -0.6% despite a beat $BK -0.1% on uninspiring results and $DAL -0.2% after soft guidance. In Europe" [X Link](https://x.com/ACFER01/status/2011133897833324712) 2026-01-13T17:51Z [----] followers, [---] engagements "Tin in the UK - good news for the UK's reinvigorated Tin industry. As a wild aside chemical analysis of bronze age objects lend some support to the idea that that at least in the bronze age The West of England served high grade tin / tin ore to much of Europe.something to aim for perhaps. Cornish Metals $TIN and Tungsten West $TUN. See more below @Share_Talk Tin rises past [----] highs whilst LME inventories build 📈 Tin prices have climbed past their [----] highs of $48k/t amid concerns over Indonesian and Myanmar supply. https://t.co/y1iFKVnrwN via @Share_Talk https://t.co/IXrenIlZ2F Tin rises" [X Link](https://x.com/ACFER01/status/2011374712555782352) 2026-01-14T09:47Z [----] followers, [---] engagements "Retail Sales - it is not all bad news but you have to be good really good at retail. See more below @stockmark_it Retail Sales Rise Amid Cautious Consumer Spending https://t.co/PdcEcp2as6 https://t.co/tk4hgMjepG Retail Sales Rise Amid Cautious Consumer Spending https://t.co/PdcEcp2as6 https://t.co/tk4hgMjepG" [X Link](https://x.com/ACFER01/status/2011374996611125663) 2026-01-14T09:49Z [----] followers, [---] engagements "Raspberry Pi $RPI is facing competition for components thanks to AI boom. See more below @stockmark_it Raspberry Pi Faces Supply Challenges Due to Rising AI Demand https://t.co/97sG1c13XJ https://t.co/puzVNsiV98 Raspberry Pi Faces Supply Challenges Due to Rising AI Demand https://t.co/97sG1c13XJ https://t.co/puzVNsiV98" [X Link](https://x.com/ACFER01/status/2011376086370930881) 2026-01-14T09:53Z [----] followers, [--] engagements "ACFMarketWrap: Wall Street stays under heavy pressure as cracks widened across banks and big tech. Trumps order to cap credit-card rates at 10% for a year added fresh strain ahead of next weeks start. Adding to the uncertainty the US Supreme Court delayed a ruling on challenges to last years sweeping tariff package. AI-linked names took another hit on fears datacenter spending promises wont pay off sending $ORCL $AVGO and $INTU down 46%. Financials sank as well$BAC -4.5% on cost worries $C -3% despite stronger advisory fees and $WFC -5% after missing estimates. Magnificent Seven slid in" [X Link](https://x.com/ACFER01/status/2011485845404946586) 2026-01-14T17:09Z [----] followers, [----] engagements "Quantum Data Energy $MAST.L - QDE is on track for 1GW of flexible generation by 2030E. Our valuation range (GBp 5154) is based only on 150MW and expected dilution of 223m shares. Read our ACFResearch flash note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @metals_one_plc @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta https://bit.ly/QDE-MAST-L-FlashNote-50CashWarrantsExpire https://bit.ly/QDE-MAST-L-FlashNote-50CashWarrantsExpire Quantum Data" [X Link](https://x.com/ACFER01/status/2011712457312780485) 2026-01-15T08:10Z [----] followers, [---] engagements "ACFMorningMeeting - Banks Tap Trumps Door - $JPM $C $BAC $WFC the largest [--] US banks have signalled that Trump's plan to limit credit card interest rates is bad for lower income consumers (Trumps base) and bad for their businesses. Opens - Firmly positive $PTL $STOXX $FTSE $FTAI US ftrs +ve $GSPC (S&P 500) $IXIC (Nasdaq) $DJI . Equities - $TSMC outlook supports AI boom arguments. After the noted pull back yesterday for the Mag [--] Pre market trade is +ve: $TSLA $NVDA $META $GOOG $AMZN $MSFT. and $PLTR Commods - Demand softening $WTI $60bbl GOLD ftrs $4607 t/oz GOLD spot $4605 t/oz. COPPER USd" [X Link](https://x.com/ACFER01/status/2011748496290808075) 2026-01-15T10:33Z [----] followers, [---] engagements "Post Peak Musk Why does Musk always agree with the worst takes on Earth 😂 https://t.co/vkCkVx8M8k Why does Musk always agree with the worst takes on Earth 😂 https://t.co/vkCkVx8M8k" [X Link](https://x.com/ACFER01/status/2011751019102028023) 2026-01-15T10:43Z [----] followers, [--] engagements "BlackRock - at what point does a vast manager become unmanageable not yet but presumably there is a point. BlackRock Posts Strong Fourth Quarter Profit as Assets Hit Record https://t.co/uUm9RwfsfV https://t.co/Gf3fvXJzeW BlackRock Posts Strong Fourth Quarter Profit as Assets Hit Record https://t.co/uUm9RwfsfV https://t.co/Gf3fvXJzeW" [X Link](https://x.com/ACFER01/status/2012101079857574194) 2026-01-16T09:54Z [----] followers, [--] engagements "$BTC treasury management. [--] things to note. Fiat money is over now or later but it is over. Treasury management is a skilled activity that may not be suitable for thin management teams that cannot show depth of knowledge.Don't be Barings. Finally $BTC Treasury is a pivot investors should make sure they are not unintentionally investing in $BTC rather than say biotech or exploration. Other than that it is an excellent potential wheeze for small and mid caps though it might send them up in smoke in a morning (crypto volatility). ACFView @smarterwebuk has announced it will host the Bitcoin" [X Link](https://x.com/ACFER01/status/2013189844646740379) 2026-01-19T10:00Z [----] followers, [---] engagements "DRAM pricing - it superficially can look like a variant of a cobweb pricing model so you might hope more will be produced but no.it is an oligopoly with non-perishable product in which a small number of firms make long run sophisticated supply decisions based on full price and supply control/information or at least very good information - welcome to hell. ACFInsight. ramflation https://t.co/oF5s1VNVrE ramflation https://t.co/oF5s1VNVrE" [X Link](https://x.com/ACFER01/status/2013196179908038983) 2026-01-19T10:25Z [----] followers, [---] engagements "ACFMorningMeeting - Razor toothed and ruby red - would be a fair description of the opens and US ftrs thanks to Trump sanction threats on Greenland escalation. Pre Market trading $TSLA -2.3% $NVDA -2.6% $AAPL -1.5% $GOOG -2.7% $AMZN -2.6% $MSFT -1.36%. $PLTR -3% and closed down 3.44% on Friday (last US trading day prior to Martin Luther King Day. Stocks - $IBRX +40% (sales international expansion blood cancer hopeful trial results for CD19 CAR-NK therapy) $IREN +11.4% $MU +7.8% $AVGO +2.5%. Commods - $WTI holds in $59 bbl range. COPPER USd [-----] lb. GOLD ftrs $4721 t/oz GOLD Spot $4724 t/oz." [X Link](https://x.com/ACFER01/status/2013532283152552350) 2026-01-20T08:41Z [----] followers, [---] engagements "Quantum Data Energy $MAST.L QDEs SPV model + contract-backed revenues enable scale with proportionate dilution; if the warrants do not raise the capital new shares are not issued. Hydrogen and battery integration planned by 2030E. Clean scalable future-proof. Read why in ACFResearch flash note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @metals_one_plc @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta" [X Link](https://x.com/ACFER01/status/2013578503393030297) 2026-01-20T11:45Z [----] followers, [---] engagements "Netflix $NFLX down another 6% in pre-market trade id down around 28% over the last [--] months and 7% YTD nevertheless the stock is pretty much level over [--] months. Essentially gains have been given up largely because of Warner bid which as a large bit of M&A to digest and an unknown final price is creating deal uncertainty - will $NFLX in the end overpay That's the worry. ACFView Netflix Increases Bid for Warner Bros Amid Bidding War with Paramount https://t.co/eGYQYREBaz https://t.co/C58t7aB8Ar Netflix Increases Bid for Warner Bros Amid Bidding War with Paramount https://t.co/eGYQYREBaz" [X Link](https://x.com/ACFER01/status/2013888135336255602) 2026-01-21T08:15Z [----] followers, [---] engagements "ACFMorningMeeting - $5000 in reach for Gold $BTC sub 90k. Bit of an equities breather - US ftrs climb modestly this morning $DJI $IXIC $GSPC after yesterday's unpleasant ravaging of US markets on global security concerns (Greenland US vs. Europe) Opens - Europe -ve excepting $PTL $FTAI. Stocks - Mag [--] and $PLTR - After a torrid day yesterday in which $TSLA $NVDA $AAPL $AMZN were down between 3%-4% and $MSFT did least badly at -1.2% pre market trading is neutral to +ve. $PLTR Lost -1.4% yesteday. Commods - $WTI holds in $59 bbl range. GOLD ftrs head to $5000 GOLD Spot $4856 t/oz. COPPER USd" [X Link](https://x.com/ACFER01/status/2013894884227211314) 2026-01-21T08:42Z [----] followers, [---] engagements "ACFMorningMeeting Tech-tonics - AI tech results coming in hot to the vast aircraft carrier that is the AI boom (and bubble). $INTC +12% +0.4% in pre market. Mag [--] $TSLA $NVDA $AAPL $META $GOOG $AMZN all had a good day yesterday with some promise for today. $MSFT dropped -2.3%. Opens - Green as far as the eye can see and strongly so - post Trump Greenland military Davos TACO move. Stocks - $AMD +7.7% $AMR +6.3 % $PLTR -1.9%. $TMC +13% $MRNA +15.8%. Commods - GOLD ftrs $4832 t/oz $5000 now seems a bit of a momentum inevitability let's see. $WTI ticks up to $60 bbl. COPPER gains begin to leak" [X Link](https://x.com/ACFER01/status/2014285433161605460) 2026-01-22T10:34Z [----] followers, [---] engagements "ACFMarketWrap: Risk-on roared back after President Trump paused new tariffs on several European countries citing a framework agreement on Greenland following talks with NATOeasing trade fears and lifting sentiment. Tech led the charge as $NVDA +0.99% gained on upbeat comments from Jensen Huang $BABA news around a potential chip-unit listing added fuel. Strong US data reinforced the move with 3Q25 GDP revised to 4.4% jobless claims to 200k PCE inflation in line and steady consumer spending. Stock-specific moves were mixed$GE -5.7% slipped despite an earnings beat while $PG +2.3% rose even" [X Link](https://x.com/ACFER01/status/2014379161712746993) 2026-01-22T16:46Z [----] followers, [---] engagements "Nigel Farage - Sorry did we read defining economic illiteracy We did not realise Farage or indeed Reform have any mathematical economics qualifications we learn something every day hurrah/hussar. For more information read @stockmark_it below Nigel Farage Taxing Banks and Redefining Economic Policy https://t.co/Uro0DsUO2r https://t.co/uJJUQ84hsk Nigel Farage Taxing Banks and Redefining Economic Policy https://t.co/Uro0DsUO2r https://t.co/uJJUQ84hsk" [X Link](https://x.com/ACFER01/status/2014620795591385459) 2026-01-23T08:46Z [----] followers, [---] engagements "@Albaminerals $ALBA.L. Good market needs more understanding of plans leadership financing and delivery. @AlbaMinerals (AIM #ALBA) the gold and critical raw materials focused exploration and development company announce that it is now a member of the @CMA_Minerals (UK) (the CMA). https://t.co/korSa6WWl8 @AlbaMinerals (AIM #ALBA) the gold and critical raw materials focused exploration and development company announce that it is now a member of the @CMA_Minerals (UK) (the CMA). https://t.co/korSa6WWl8" [X Link](https://x.com/ACFER01/status/2014621300845666735) 2026-01-23T08:48Z [----] followers, [--] engagements "Labour donor leaves to recharge after EA investment.see more @stockmarkit Labour Donor Withdraws Support for All Electric Airline https://t.co/PhVaL9eXlv https://t.co/luFGi8g3H6 Labour Donor Withdraws Support for All Electric Airline https://t.co/PhVaL9eXlv https://t.co/luFGi8g3H6" [X Link](https://x.com/ACFER01/status/2014621744254877737) 2026-01-23T08:50Z [----] followers, [---] engagements "$LIFT - it seems [--] directors that may not be actual directors right at this point that have overseen investments that prima facie have nothing to do with Lift's 'fund mandate' are being asked to 'stand down' by the CEO. One of them has only just had his name cleared in another mess we once looked at as we understand it. SHAREHOLDER ACTION GROUP Re: Lift Global Ventures Plc #LFT https://t.co/Protb9Uuyv SHAREHOLDER ACTION GROUP Re: Lift Global Ventures Plc #LFT https://t.co/Protb9Uuyv" [X Link](https://x.com/ACFER01/status/2014622765626646602) 2026-01-23T08:54Z [----] followers, [---] engagements "Audit reform - it is a critical issue. Why the UK government is less concerned with effective auditing than it is with making Companies House ever more unaccountable and anachronistic - it generates paper work that creates destructive administrative burdens for entrepreneurs - is one of those very British inexplicable inabilities to prioritise much like the brexit outcome. For more explanation if you can bare the burden :( see below @stockmark_it Ministers Warned of Corporate Failures After Audit Bill Scrapped https://t.co/1EDkRUxt5s https://t.co/K9jASxI6GG Ministers Warned of Corporate" [X Link](https://x.com/ACFER01/status/2014624487036121180) 2026-01-23T09:01Z [----] followers, [---] engagements "RT @Share_Talk: Trader's Caf Review #BulletinBoardHeroes: Thursday 22nd January [----] #FTSE100 #DAX #DOW #BTC #ETH #Gold #ALBA+10.53% #AXL" [X Link](https://x.com/ACFER01/status/2014624575779111020) 2026-01-23T09:01Z [----] followers, [--] engagements "RT @Share_Talk: @ZaksTradersCafe talks to Colin Bird Executive Chairman @KendrickRes as #KOD entered into a binding and exclusive option" [X Link](https://x.com/ACFER01/status/2014624659560398877) 2026-01-23T09:02Z [----] followers, [--] engagements "RT @Mayhem4Markets: Records are being broken all over the place. Here's another crazy one with the small caps having a [--] day outperformanc" [X Link](https://x.com/ACFER01/status/2014624768339611867) 2026-01-23T09:02Z [----] followers, [--] engagements "RT @TaviCosta: Another very significant decline in the dollar today. Markets are still underestimating how important this move is. A deci" [X Link](https://x.com/ACFER01/status/2014624799427895421) 2026-01-23T09:02Z [----] followers, [---] engagements "RT @BullsNBearsWA: Exploration company @Noronex2 is gearing up for maiden drilling at its Etango North #uranium project in Namibia lining" [X Link](https://x.com/ACFER01/status/2014624867820175587) 2026-01-23T09:02Z [----] followers, [--] engagements "RT @OTCMarkets: The [----] OTCQX Best [--] is out. The group spans [--] countries with market capitalizations ranging from $146M to $289B and ov" [X Link](https://x.com/ACFER01/status/2014625016109813920) 2026-01-23T09:03Z [----] followers, [--] engagements "RT @Serabi_Gold: Q4-2025 Production Record Annual Production Production Guidance Achieved & Operational Highlights 📈Quarterly gold produ" [X Link](https://x.com/anyuser/status/2014625044236833230) 2026-01-23T09:03Z [----] followers, [--] engagements "RT @hinds_stuart: A fifth underground diamond drill rig was mobilised during the quarter. A decision has been made to add a sixth There w" [X Link](https://x.com/ACFER01/status/2014625319991337326) 2026-01-23T09:04Z [----] followers, [--] engagements "RT @Share_Talk: @UnicornM_Plc reported encouraging results from 3D gravity modelling at #UMR's Lisheen Project highlighting untested targe" [X Link](https://x.com/ACFER01/status/2014625349607322068) 2026-01-23T09:04Z [----] followers, [--] engagements "RT @ACFER01: Audit reform - it is a critical issue. Why the UK government is less concerned with effective auditing than it is with making" [X Link](https://x.com/anyuser/status/2014625480742187325) 2026-01-23T09:05Z [----] followers, [--] engagements "RT @ACFER01: $LIFT - it seems [--] directors that may not be actual directors right at this point that have overseen investments that prima fa" [X Link](https://x.com/ACFER01/status/2014625491509022778) 2026-01-23T09:05Z [----] followers, [--] engagements "RT @ACFER01: Labour donor leaves to recharge after EA investment.see more @stockmarkit" [X Link](https://x.com/ACFER01/status/2014625504196698407) 2026-01-23T09:05Z [----] followers, [--] engagements "RT @ACFER01: @Albaminerals $ALBA.L. Good market needs more understanding of plans leadership financing and delivery" [X Link](https://x.com/anyuser/status/2014625528255287474) 2026-01-23T09:05Z [----] followers, [--] engagements "RT @ACFER01: Nigel Farage - Sorry did we read defining economic illiteracy We did not realise Farage or indeed Reform have any mathematica" [X Link](https://x.com/ACFER01/status/2014625550296318212) 2026-01-23T09:05Z [----] followers, [--] engagements "RT @ACFER01: ACFMorningMeeting - Critical Intel - supply shortages caused $INTC to miss 1Q top end revs expectaions hit middle of range p" [X Link](https://x.com/ACFER01/status/2014627581023146328) 2026-01-23T09:13Z [----] followers, [--] engagements "Palantir $PLTR UK military contract - in which independent military scenario does it make sense to have a US tech company supply the UK military in the new reality of the European / US de-facto reality See more below @stockmark_it Palantir Secures Major Contract with British Military https://t.co/0mxj2BZKM4 https://t.co/CTYR3AHaEc Palantir Secures Major Contract with British Military https://t.co/0mxj2BZKM4 https://t.co/CTYR3AHaEc" [X Link](https://x.com/ACFER01/status/2015723202354278402) 2026-01-26T09:47Z [----] followers, [---] engagements "The history of debt going back to the 13th century (see manorial records and other data) is that the state inflates its share of debt away always and forever. We have not had the inflation attack that would re-adjust country balance sheets yet going back to the Great Financial Crash or Global Financial Crisis of [----] and we have had Covid since then too. Hold on tight because at some point it will come. See more @TaviCosta below. Ill repeat what Ive said before: This move in metals has real hyperinflation vibes. Its remarkable how little thats being discussed in the broader narrative." [X Link](https://x.com/ACFER01/status/2015724876456223004) 2026-01-26T09:53Z [----] followers, [--] engagements "RT @STEMCELLTech: With over [--] years of trusted performance EasySep delivers efficient column-free cell isolation you can rely on. Choos" [X Link](https://x.com/ACFER01/status/2015727602443379036) 2026-01-26T10:04Z [----] followers, [--] engagements "ACFMarketWrap: Markets stayed on edge as geopolitics flared againCanadas PM Mark Carney ruled out a China free trade deal after President Trump warned of 100% tariffs if Ottawa moved ahead keeping shutdown and Fed risks in play. In the US comms utilities and tech led while discretionary lagged ahead of a packed week of earnings and the Fed with chatter that a new Chair could be named. $AAPL +2.6% outperformed on a JPMorgan PT hike pre-earnings; $MSFT flat $META +1% $TSLA -2% and $NVDA -0.56% despite a fresh $2bn investment in $CRWV. Small caps popped as $USARE +21% after the Commerce Dept" [X Link](https://x.com/ACFER01/status/2015841876352319903) 2026-01-26T17:38Z [----] followers, [---] engagements "ACFMorningMeeting - Trump Triggers Free Trade Deal Behemoth - $AAPL +3% $AMD -3.2% but +1% in pre market. POTUS pressure crystallises EU+India free trade deal that had been stop start for [--] years. EU likely to double exports to India within [--] years in deal where both sides are dropping over 95% of tariff costs. Opens - EU mixed $PTL -ve $STOXX + $FTSE +ve. US ftrs $DJI -ve $GSPC +ve $IXIC +ve. Stocks - $MBAI +112% $NET +11% $AB +7.5% $CRWV +5.7%. Commods - $WIT $60.4 bbl GOLD ftrs $5115 GOLD spot $5085 t/oz. COPPER USd [---] lb. COCOA $4348 MT +3.5% this AM. Data focus - Australia NAB business" [X Link](https://x.com/ACFER01/status/2016089847186776251) 2026-01-27T10:04Z [----] followers, [---] engagements "RT @Share_Talk: @AustralianLtd Achilles keeps getting bigger and better $AGC 📈 Drilling now extends mineralisation 140m below the current" [X Link](https://x.com/ACFER01/status/2016092182260699428) 2026-01-27T10:13Z [----] followers, [--] engagements "Why is anyone surprised when the tax burden rises that jobs fall See more below @stockmark_it Jobseekers Face Tough Year as UK Vacancies Decline https://t.co/rcRDJ3mGMP https://t.co/zNE5Dp1HQQ Jobseekers Face Tough Year as UK Vacancies Decline https://t.co/rcRDJ3mGMP https://t.co/zNE5Dp1HQQ" [X Link](https://x.com/ACFER01/status/2016092451715395752) 2026-01-27T10:14Z [----] followers, [---] engagements "$5000 t/oz GOLD was inevitable based on momentum alone and the predictability of a Trump destabilisation not saying we know when just saying we know its coming and we don't have to wait more than a fortnight. ACFView. See more below at @stockmark_it Gold Surges Past $5000 Amid Trader Fears of Missing Out https://t.co/QEFdDMFWeK https://t.co/TKwgJRSO00 Gold Surges Past $5000 Amid Trader Fears of Missing Out https://t.co/QEFdDMFWeK https://t.co/TKwgJRSO00" [X Link](https://x.com/ACFER01/status/2016092865089175879) 2026-01-27T10:16Z [----] followers, [---] engagements "France to replace Zoom Teams et al De-globalisation is somewhat inevitable thanks to POTUS also the tide has been washing out. What is needed is a video conferencing European power house but not a 'MiniTel'.please. More below @stockmark_it France to Replace US Video Conferencing Tools with Domestic Alternative https://t.co/trVbKQIQxb https://t.co/hizorzsUgk France to Replace US Video Conferencing Tools with Domestic Alternative https://t.co/trVbKQIQxb https://t.co/hizorzsUgk" [X Link](https://x.com/ACFER01/status/2016095422964523061) 2026-01-27T10:26Z [----] followers, [--] engagements "RT @Mayhem4Markets: The spread between silver prices in Shanghai vs London is absolutely bonkers. 🤯" [X Link](https://x.com/ACFER01/status/2016096950567727464) 2026-01-27T10:32Z [----] followers, [--] engagements "RT @Mayhem4Markets: MAKE VOLATILITY GREAT AGA" [X Link](https://x.com/anyuser/status/2016096989084057638) 2026-01-27T10:32Z [----] followers, [--] engagements "RT @TaviCosta: To sum up the week: Gold hit $5000/oz Silver moved above $100/oz The USD had its worst week in nine months EM equi" [X Link](https://x.com/ACFER01/status/2016097432262595014) 2026-01-27T10:34Z [----] followers, [---] engagements "#OPEC + #Non-Opec 1.8m bblpd output cut agreement is for [--] months and looks fragile. We est. US shale limits #oilprice upside to USD 55bbl" [X Link](https://x.com/ACFER01/status/804230616065703936) 2016-12-01T07:48Z [----] followers, [--] engagements "#MotivationMonday Experian to acquire London fintech startup Clearscore in 275m deal In acquiring the startup Experian will be hoping to expand its services #FutureTech #Fintech #Finance #FutureofFinance @Experian #InformationServices #Ratings @London https://bit.ly/2qgvAfW https://bit.ly/2qgvAfW" [X Link](https://x.com/ACFER01/status/983370582103330818) 2018-04-09T15:46Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ACFER01 ACF Equity Research
ACF Equity Research posts on X about $nvda, ai, gold, strong the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] +43%
- [--] Month [------] +6.10%
- [--] Months [-------] -58%
- [--] Year [---------] +275%
Mentions: [--] #
- [--] Week [--] -63%
- [--] Month [---] +21%
- [--] Months [---] +47%
- [--] Year [-----] +56%
Followers: [-----] #
- [--] Week [-----] no change
- [--] Month [-----] +0.05%
- [--] Months [-----] +2.80%
- [--] Year [-----] +7.20%
CreatorRank: [---------] #
Social Influence
Social category influence finance 58.52% stocks 42.22% technology brands 24.44% countries 17.78% cryptocurrencies 16.3% automotive brands 9.63% travel destinations 6.67% exchanges 5.19% currencies 4.44% celebrities 1.48%
Social topic influence $nvda #2868, ai 10.37%, gold 9.63%, strong 8.15%, $tsla #1142, stocks 8.15%, inflation 6.67%, $goog #273, nvda #621, $ptl 6.67%
Top accounts mentioned or mentioned by @sharetalk @zakstraderscafe @wizardbattery @eustartups @zakmir @voxmarkets @focusir @londonsoutheast @bullsnbearswa @arthurbenta @stockmarkit @mitchellsmisthvanc @mastplc @nexteraenergy @enelgroup @dukeenergy @iberdrola @gevernova @acwapoweren @firstsolar
Top assets mentioned NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Doge Jones Industrial Average (DJI) GE Vernova Inc. (GEV) Apple, Inc. (AAPL) Palantir Technologies Inc. (PLTR) Microsoft Corp. (MSFT) Bitcoin (BTC) Metadium (META) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Micron Technology, Inc. (MU) IBM (IBM) Convex Finance (CVX) JPMorgan Chase (JPM) Super Micro Computer, Inc. Common Stock (SMCI) BP p.l.c. (BP) Texas Instruments (TXN) Eli Lilly and Company (LLY) Cisco Systems Inc (CSCO) Robinhood Markets, Inc. (HOOD) McDonald's Corp (MCD) NextEra Energy Inc (NEE) Duke Energy Corp (DUK) First Solar, Inc. (FSLR) Copiosa Coin (COP2) Exxon Mobil (XOM)
Top Social Posts
Top posts by engagements in the last [--] hours
"ACFMarketWrap: Markets stayed cautious ahead of a data-heavy weekjobs and CPI loomas earnings roll on and reports said Chinese regulators are urging banks to trim US Treasury exposure over concentration and volatility risks. AI services and infrastructure flipped the tape higher with $NVDA $AVGO and $AMD up 3% while data plays ripped $PLTR +4.5% and $ORCL +8%on strong momentum. The rally contrasted with another rough day for software as AI disruption fears deepened after advances from Anthropic dragging $INTU and $CRM -2%+. $LLY edged higher after agreeing to buy Orna Therapeutics for $2.4bn."
X Link 2026-02-09T17:37Z [----] followers, [---] engagements
"#FunFriday #IoT-enabled Halter for Horses uses Machine Learning and a Whole Lot More Justify just won the Kentucky Derby besting the field by [--] lengths. He was purchased as a yearling at auction for $500000. #Horses #Health #Impulse #Investment #Sport https://bit.ly/2QeVQTZ https://bit.ly/2QeVQTZ"
X Link 2018-11-02T12:11Z [----] followers, [--] engagements
"$HUMBL we are curiously interested we know the growing space a bit and like it. Also like anything that helps micro and small cap public or private business #ACFView @Wolverine1724 @HUMBLPay HUMBL would like to thank our first [-----] global users for signing up 🙌🏽 #HUMBL #HUMBLPay https://t.co/fvBc2VNrSF HUMBL would like to thank our first [-----] global users for signing up 🙌🏽 #HUMBL #HUMBLPay https://t.co/fvBc2VNrSF"
X Link 2021-04-17T09:23Z [----] followers, [--] engagements
".@OptiBiotix $OPTI.L updated strategic plan -expansion into new international mkts deal w/ major retailer new products progress. Is it timely MCAP45m S/P10% y/y but liquidity maybe improving - a good sign #ACFView #Lifesciences #Healthcare #microbiome @WalbrookPR"
X Link 2021-04-30T07:48Z [----] followers, [--] engagements
"#EUA @EUA @eurasiamining $EUA ACF has no insights into when a client or other company is going to make a release - not questions we can comment on. Can only sometimes talk about what ACF is doing @RichardDugdale3 @Mark51297773 @adymcquillan"
X Link 2021-05-19T15:13Z [----] followers, [--] engagements
"#Kibo $Kibo @KiboEnergy #MAST $MAST MCAP 24m vs. KIbo MCAP 5m. Kibo has controlling stake in MAST is #Kibo mispriced #ACFView @KiboEnergy subsidiary MAST Energy announces acquisition of a third 4.4MW Gas-powered Standby Generation Facility. https://t.co/qSw6bkicmz @proactive_UK #LSE #AIM #SmallCaps @KiboEnergy subsidiary MAST Energy announces acquisition of a third 4.4MW Gas-powered Standby Generation Facility. https://t.co/qSw6bkicmz @proactive_UK #LSE #AIM #SmallCaps"
X Link 2021-09-01T08:04Z [----] followers, [--] engagements
"We still don't wish ill but the wit is good nonetheless 😀 (shared internally). @Wouldbescouse #EUA #EurasiaMining #BatteryMetals #ACFInsight @ACFER01 Actually I do wish Ill on those who are short including those who became short by accident 🤣🤣🤣. #eua @ACFER01 Actually I do wish Ill on those who are short including those who became short by accident 🤣🤣🤣. #eua"
X Link 2021-09-01T13:27Z [----] followers, [--] engagements
"#KontrolTechnologies #NEO: $KNR provides #energyefficiencysolutions & techs to #commercialenergy consumers in KNRs new SmartPower = fully integrated #Geothermal & VRF (variable refrigerant flow) soln #NetZero @KontrolGroup #ACFview http://N.Am http://N.Am"
X Link 2021-12-09T16:00Z [----] followers, [--] engagements
".#MerryChristmas and #happynewyear2022 #ACFView"
X Link 2021-12-24T17:45Z [----] followers, [--] engagements
"ACFMarketWrap: Staples lift S&P Healthcare drags as Wall St. ticks up. $SMCI (-20.28%) after missing 4Q estimates. $MSFT (-0.47%) $PLTR (+2.81%) $NVDA (-0.64%). $GOOG (+0.26%) $TSLA (+2.82%) $AAPL (+4.48%). EA Retail 0.3% vs 0.4% expected in Jun. NASDAQ -0.49% SPX -0.14% FTSE100 +0.17% $WTI $65.90/bbl. Next in focus: GB BoE Interest Rate Decision. ACFView @WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it"
X Link 2025-08-06T15:28Z [----] followers, [---] engagements
"ACFMarketWrap: A holiday hangover rattled markets as December retail sales badly missed expectations signalling a fragile consumer and pushing rate traders to price in 2+ Fed cuts this year. Semis caught a bid after strong January order books from $TSM lifting $NVDA $AMD and $AVGO 1%. On the downside $KO -3% missed 4Q25 revenue and $CVS -1%+ guided lower. Magnificent Seven mixed: $GOOG -2.13% -despite solid early demand for its massive bond deal $NVDA -0.21% $META -0.32% $AMZN +0.5% $TSLA +1.34% $AAPL +0.02% $MSFT +1.83%. Commodities cooled with $WTI $64.28/bbl and gold @ $5080/oz. NASDAQ"
X Link 2026-02-10T17:55Z [----] followers, [----] engagements
"@FirstClassMetals $FCM.L Hemlo district may well be attracting wider operational attention post the Barrick non-core $bn sale of the Hemlo mine ($B $ABX.TO also cutting debt). This might refocus capital too on the region. That has potential to play through for $FCM future funding and revenue solutions. ACFView See more below @Share_Talk @FirstClassMetal has completed its maiden drilling campaign at the North Hemlo property marking a significant step forward in its exploration programme. #FCM drilled ten diamond holes across approximately three kilometres of the Dead Otter trend exceeding the"
X Link 2025-12-23T10:47Z [----] followers, [---] engagements
"$BTC LTM -31% 5-year gain 42% all time 14264% - whilst the current tribulations are painful worrying and may lead to a current implosion investing early investing in 'young' ideas pays (or course all capital is at risk). In the mid to longer term fiat currency is over though it may be that the ultimate winners in the crypto race are central bank issued cryptos. See more below @ZaksTradersCafe Bulletin Board Heroes: February [--] Zak Mir takes a charting look at FTSE [---] Dax Dow Bitcoin Ethereum Gold ACG Alien Metals Celsius Hvivo Kendrick Kosmos KEFI Nuformix Oxford Biodynamics Sunda TPX"
X Link 2026-02-13T10:48Z [----] followers, [---] engagements
"#ACFMorningMeeting. US Interest rates in line w/ exp. @ 5.25%. HSI1.98%. PBoC today cut lending rates by 10bps to 2.65%. FTSE 0.13%. $INF.L 4% on profit expectations for FY23. US ftrs -ve. WTI $68bbl. Data: ECB #InterestRateDecision #ACFView"
X Link 2023-06-15T08:13Z [----] followers, [---] engagements
"#ACFMorningMeeting: FTSE [---] Hits Record High Led by Experian; Investors Eye US CPI Data for #Fed Rate Clues $EXPN.L 8.27%. AI stocks mixed at Tue close: $NVDA $IBM $SOUN $AMD $SMCI $ARM $PLTR $ MBLY. $WTI $78 bbl #Gold0.23% #Copper2.68%. Data to watch: US Inflation Rate Apr #ACFView https://twitter.com/i/web/status/1790654935677202446 https://twitter.com/i/web/status/1790654935677202446"
X Link 2024-05-15T08:06Z [----] followers, [---] engagements
"Ovarian Cancer (platinum resistant) - Starpharma $SPL.AX gets promising response from FDA for Fast Track designation and P2/3 clinical trial guidance for DEP SN38 Ovarian oncology therapy. Platform technologies such as Star's dendrimer platform $BCLI's and $KDST's stem cell platforms (NDDs) de-risk biotech investing though this may not yet be widely appreciated by markets. $SPL is revenue generating via other products. #ACFInsight - in our assessment platform technologies e.g. $SPL's throw light on a endgame fix for cancer @Starpharma_ASX @KadimastemLTD"
X Link 2024-12-18T23:52Z [----] followers, [----] engagements
"$FMET.L $PNT.AX - The tailings briefing below amongst other things references gallium gold leach kinetics First Quantum $FM.TO and Bechtel (a reference which brings some of our team right back to their Eurotunnel construction days) Unexpected but pleasing was the internal comment. https://twitter.com/i/web/status/1968966497184661622 https://twitter.com/i/web/status/1968966497184661622"
X Link 2025-09-19T09:12Z [----] followers, [---] engagements
"Soho House $SHCO : NYSE - a company that overexpanded ran into trouble migrated from prestige to mastige and arguably ruined a lot of long standing venues in the interim for which it likely overpaid. We see the current transaction as 'escape by seat of pants'. We fear the current investors ponying up more capital will fair little better without a significant change of model and shedding of assets. ACFInsight. See more below @stockmark_it Welcome to the weekly international news from https://t.co/o8pJRpK7TP - covering the news that affecting international financial markets. 🗞 Sunday 18th"
X Link 2026-01-19T10:11Z [----] followers, [---] engagements
"ACFMarketWrap: Trade-war jitters are back on the table after President Trump reignited tariff threats warning of penalties on countries resisting his push to acquire Greenlanddragging risk appetite lower. UK banks led losses with $BARC -1.7% $NWG -1.4% $LLOY and $STAN also weaker while softer crude hit energy names $SHEL and $BP (-0.7%). One stock stole the show: $BEZ.L +40% after $ZURN.SW confirmed a takeover approach at 1280p/share a 56% premium valuing the insurer 7.7bn lifting peers $LRE.L and $HSX.L. Trump later escalated threatening 10% tariffs by month-endrising to 25% by Juneon"
X Link 2026-01-19T18:04Z [----] followers, [---] engagements
"Poland $PTL WIG which has been quite a European bright spot through [----] turned -ve after a positive open however $FTAI AiM is gong from strength to strength.so far. See more below @Share_Talk UK equities edged lower in early trading after inflation rose for the first time in six months dampening investor sentiment. The FTSE [---] slipped just under 0.1p% to [--------] while the mid-cap FTSE [---] also eased by just under 0.1% to [--------]. https://t.co/wJT9kqZ6R4 UK equities edged lower in early trading after inflation rose for the first time in six months dampening investor sentiment. The FTSE 100"
X Link 2026-01-21T08:48Z [----] followers, [---] engagements
"ACFMarketWrap Meeting Summary: Markets held their breath ahead of the Feds rate call juggling earnings beats misses and a flood of after-hours tech reports. $TXN ripped 8%+ pre-market on upbeat guidance $T +3.5% jumped on an earnings and revenue beat while $DHR -1.4% lagged on softer results. Big names $MSFT $META $TSLA $IBM and $V all lined up to report after the bell In Europe a brutal selloff in luxury clashed with a tech surge$MC.PA 6% on weak results as CEO Arnault warned [----] wont be easy dragging peers lower while $ASML vaulted to 7.5% to a record to become the Stoxx 600s most valuable"
X Link 2026-01-29T08:50Z [----] followers, [---] engagements
"Ocado 'challenges' - again and seems like forever a case where financial challenges should be a permanent line in the model driven as a % of revenues (modelling reference). See more story @stockmark_it below. Ocado Faces Financial Challenges Amid Strategic Shifts https://t.co/6RVJhFXPms https://t.co/WGyzp01K4h Ocado Faces Financial Challenges Amid Strategic Shifts https://t.co/6RVJhFXPms https://t.co/WGyzp01K4h"
X Link 2026-01-30T10:38Z [----] followers, [---] engagements
"ACFMarketWrap: Risk sentiment cracked as commodities and AI took a hit. Miners sank after bullion reversed hard from last weeks recordssilver collapsed nearly 30% in two sessions dragging $NEM and $GOLD lower pre-market. AI names wobbled as $NVDA signalled its proposed $100bn OpenAI investment has stalled while $ORCL slid after flagging plans to raise $50bn+ via debt and equity to fund cloud expansion. Banks stayed muted as a steeper yield curve and Trumps nomination of hawkish Fed chair pick Kevin Warsh reshaped policy expectations. In Europe earnings focus lifted defensives and"
X Link 2026-02-02T17:02Z [----] followers, [---] engagements
"ACFMarketWrap: Tech rout deepened as AI hype met reality while money rotated into defensives like energy staples and healthcare. $LLY exploded 7%+ on an earnings beat and bullish [----] outlook $AMGN +4.5% impressed and $QCOM +2.7% ahead of results. But the AI unwind was brutal: $AMD cratered 12%+ on weak guidance dragging $NVDA -3.28% $META -2.51% $AVGO -1% $ORCL -3.7% and $MU -3.2%. A soft ADP print showed just 22k jobs added reinforcing cooling labour signals. In Europe easing inflation (EA CPI to 1.7%) revived rate-cut bets but tech and media stayed under pressure. $NVO collapsed 17% on a"
X Link 2026-02-04T17:47Z [----] followers, [----] engagements
"ACFMornnigMeeting - $BTC - crash test dummy - it's all part of the ride according to Bernstein we tend to agree. $BP to stop buybacks and borrowing to pay for them. Wallstreet banks back Chinese AI stocks e.g. and (handy to remember) - MiniMax and MetaX. $CSCO new chip to compete with $AVGO and $NVDA. Opens Europe - $PTL $FTSE $FTAI -ve $STOXX $FTMC weakly +ve. US ftrs +ve $DJI $IXIC $GSPC. Stock Watch - $VAL +34% (deal driven) $IBRX +14.6% - label expansion potential for ANKTIVA / CAR-NK Therapy trial. Commods - $WTI $64.6 bbl GOLD holds above $5000 t/oz. COPPER USd [---] lb COCOA $4186 MT."
X Link 2026-02-10T09:58Z [----] followers, [---] engagements
"ACFMorningMeeting $BTC 6M 43.6% @66.9k. $HOOD misses estimates - crypto revs hit $221m vs. expectation $248.2m and so on. $QVCGA -78% (TV selling). Exodus of the people - xAI -half co-founders now resigned possibly related to Musk progress demands. Trump team down play upcoming jobs report saying it will disappoint and is due to. productivity gains and removal of illegals. Opens Europe mixed - $FTSE $FTAI $PTL +ve. $STOXX $FTMC. US ftrs $DJI $GSPC +ve $IXIC -ve. Stock Watch - $NKTR +51% (ResPEG data - Atopic Dermatitis). $QVCGA (TV selling) collapses 66% and is down 13% in pre market. Commods"
X Link 2026-02-11T10:04Z [----] followers, [---] engagements
"Emerging market improvements should also flow into frontier markets some of which may be classified back to emerging markets (read should be in some cases). There is certainly some exciting if risky growth opportunities in the Africa region for example. Emerging market inflows are off to their best start since [----]. 🐂 Valuations are also comparably attractive vs the US. https://t.co/mcUzgyCbwd Emerging market inflows are off to their best start since [----]. 🐂 Valuations are also comparably attractive vs the US. https://t.co/mcUzgyCbwd"
X Link 2026-02-11T10:16Z [----] followers, [--] engagements
"ACFMarketWrap: Jobs blew past expectations as NFPs rose 130kmore than double forecastsand unemployment unexpectedly fell reinforcing labour-market resilience and pushing back against dovish Fed hopes. Equities rallied premarket led by small caps and tech shrugging off weak earnings headlines. $TMUS -5% on softer subscriber growth $HUM -1% post-results $HOOD -10% missed revenue and $MAT cratered 30% on poor holiday sales. Magnificent Seven mixed: $GOOG -0.23% $NVDA +1.45% $META +0.10% $AMZN -0.57% $TSLA +2.34% $AAPL +0.88% $MSFT -0.90%. Commodities firm with $WTI $65.66/bbl and gold $5094/toz."
X Link 2026-02-11T17:13Z [----] followers, [---] engagements
"ACFMorningMeeting - Suprise - there are still jobs to be done - US stock ftrs refocus on Fed post jobs report beats. $MCD McDonalds delivers 4Q beats on US same store sales +6.8%. $IBM sinks 6.5% on resurfaced AI worries - it's a bubble get over it. UK's lack lustre 0.1% GDP growth turns out it's the best in Europe yes that's right UK GDP growth leads Europe The FTSE liked it. Opens - Europe $PTL $STOXX $FTSE $FTMC $FTAI +ve. US ftrs strongly +ve on back of jobs surprise and fed refocus $GSPC $IXIC $DJI. Stock Watch - $SDR.L (Schroders AM - sold to Nuveen). Ultimately its probably the last"
X Link 2026-02-12T09:57Z [----] followers, [---] engagements
"ACFMorningMeeting - SpAIce spicey - SpaceX merger with xAI. SPAX.PVT merged with XAAI.PVT in a deal in which Space X is valued at $1trn and xAI at $250bn. $TSLA -2%. - Elon described the 'spicey' deal as.scaling to make a sentient sun to understand the Universe and extend the light of consciousness to the stars - we'll definitely be investing in that clear vision. US ftrs +ve $DJI $GSPC $IXIC. Opens in Europe but before that KOSPI [---] (Korea) closed up 7.45%. $STOX $PTL $FTSE $FTMC $FTAI all in positive territory this AM. Stock Watch - $AAPL +4% $AMD +4% +2.25% in pre market trade. $SNDK"
X Link 2026-02-03T09:53Z [----] followers, [---] engagements
"$LFT @LiftPlc The issue at stake seems to be similar to the following - the fund mandate has been ignored by some directors and monies have been invested in completely unrelated activities - this would be on the side of 'quite serious' if it was say a Fidelity fund. Quite rightly the founder and CEO wants these directors removed. Seems a fair reason and the only way forward for any company. A change in legislation is required to make this all less difficult to achieve. ACFView. Good luck to @ZaksTradersCafe and all @LiftPlc shareholders attending todays #LFT EGM in London Good luck to"
X Link 2026-02-10T10:31Z [----] followers, [---] engagements
"$GOOG $AAPL apps business - enriching will be believing. Apple and Google Commit to Fairer App Store Practices Following CMA Agreements https://t.co/jO7fWE5a3k https://t.co/Fa5Hs7ME2r Apple and Google Commit to Fairer App Store Practices Following CMA Agreements https://t.co/jO7fWE5a3k https://t.co/Fa5Hs7ME2r"
X Link 2026-02-11T10:12Z [----] followers, [---] engagements
"ACFMarketWrap: Stocks found their footing after yesterdays chop as signs of a resilient economy lifted risk appetiteeven as hawkish Fed fears linger. Tech split sharply: AI infrastructure stayed hot while software lagged on automation fears. $MU exploded 10% after upbeat HBM4 commentary $EQIX ripped 11% on a guidance beat but $CSCO 5% on a soft outlook. $MCD added 1% post-earnings. Strong jobs data kept hawks vocal as markets brace for January CPI. Meantime US Existing Home Sales Jan 3.91m vs.4.18 cnsns. (prev. 4.27m) Magnificent Seven slid: $GOOG -0.19% $NVDA -0.14% $META -1.9% $AMZN -1.9%"
X Link 2026-02-12T18:24Z [----] followers, [---] engagements
"ACFMorningMeeting - AI fear - AI driven stock markdowns e.g. IT Financials Logistics $ULH $CHRW $UPS $HUBG and so on - whether classified as irrational or fear based (rational) look wrong. AI is still time consuming to use has a monotony and generates a lot of checking work maybe more than it saves. It will be in all operational processes as sub segment models just like other computing tools. Opens in Europe - only UK in +ve territory after the morning session $FTSE $FTAI $FTMC. $STOXX $PTL -ve. US ftrs -ve $DJI $IXIC $GSPC (Dow Nasdaq S&P 500). Stock Watch - markdowns dominate $ICLR - 40%"
X Link 2026-02-13T10:36Z [----] followers, [---] engagements
"Take a look at Mauritius e.g. CIEL and so on. The US continues to underperform global markets. There are great opportunities out there particularly in emerging markets. Via Datastream https://t.co/BNY5vjzjHc The US continues to underperform global markets. There are great opportunities out there particularly in emerging markets. Via Datastream https://t.co/BNY5vjzjHc"
X Link 2026-02-13T10:50Z [----] followers, [--] engagements
"Quantum Data Energy $MAST.L Pyebridge - more 'record' revenues in November - proof of concept site again outperforms UK electricity market. Read more in ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power https://bit.ly/QDE-MAST-L-Record-REVs https://bit.ly/QDE-MAST-L-Record-REVs Quantum Data Energy (MAST.L) delivers another month of very strong revenues. November revenues were similar to October revenues and were +136% year on year. Current number of shares in issue is now 138.8m as prepaid warrants (and some"
X Link 2025-12-15T09:34Z [----] followers, [---] engagements
"ACFMorningMeeting - Corona effect - $GOOG valuation read through on back of repriced SpaceX stake. SpaceX tender offer implies $800bn MCAP or $421 p/s. $BTC treasury strategies continue to face significant pressure perhaps the market misunderstands. $MSTR $BRR $NAKA $ABTC $BMNR $SBET $BTBT recent IPOs poor received too. Opens/Closes $VIX +4.4% US Fri closes -ve Asia Mon closes -ve. EU/UK +ve $STOXX $FTSE $PTL only $FTAI -ve. US ftrs +ve Nasdaq $IXIC The [---] $GSPC $DJI. Stock Watch - skin rip - Our AI bubble stocks $SCMI $QMD $SOUN $MBLY $PLTR $ARM $NVDA all closed down Fri 3% only $IBM"
X Link 2025-12-15T09:51Z [----] followers, [---] engagements
"📉 ACFMarketWrap: - Sour Apple - Early Wall Street optimism fizzled fast as fears over debt-fuelled AI spending dragged tech lower. $AVGO slid 4%+ extending Fridays rout while $ORCL -3.7% $CRM -2.9% and $NOW cratered 10%+ on M&A chatter and a KeyBanc downgrade. Mega-caps stayed under pressure $AAPL -1.4% $MSFT -0.8% $GOOG -0.3% $AMZN -0.9% though $NVDA +1.5% bucked the trend and $TSLA +4.3%. Markets now brace for a data-heavy week with CPI and jobs figures set to test the economic outlook. FTSE100 +1.20% NASDAQ -0.35% $WTI $56.89/bbl. Next up: UK Unemployment (Oct) & DE ZEW Sentiment (Dec)."
X Link 2025-12-15T17:44Z [----] followers, [----] engagements
"ACFMorningMeeting Payroll paranoia. Markets slipped across the board as investors positioned ahead of a delayed US jobs report that could reshape expectations for Fed policy. Focus also turned to a packed run of European central bank decisions with the BoE widely expected to cut rates by [--] bps while the ECB Swedens Riksbank and Norways Norges Bank are seen keeping policy unchanged. Geopolitical sentiment improved slightly after the US floated NATO-style security guarantees for Kyiv lifting hopes of a RussiaUkraine peace deal though uncertainty remains around territorial concessions. Morning"
X Link 2025-12-16T09:07Z [----] followers, [---] engagements
"Quantum Data Energy $MAST.L - Current valuation only prices in 150MW and assumes expected dilution 223m shares. Note full technical dilution possible is 417m shares. 📈 Read ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power https://bit.ly/QDE-MAST-L-Record-REVs https://bit.ly/QDE-MAST-L-Record-REVs Quantum Data Energy (MAST.L) delivers another month of very strong revenues. November revenues were similar to October revenues and were +136% year on year. Current number of shares in issue is now 138.8m as prepaid"
X Link 2025-12-16T10:13Z [----] followers, [---] engagements
"ACFMarketWrap. Data failure. US stocks drifted lower as delayed data failed to shake Fed expectations: $GSPC -0.42% $IXIC -0.39% $DJI -0.28%. Markets still see room for at least one more rate cut next year. Across the pond the pound pushed above $1.34 its strongest since early October riding broad dollar weakness ahead of the BoE decision. The central bank is widely expected to cut rates by [--] bps to 3.75% as rising unemployment and a stagnant UK economy ease inflation pressures. Megacaps mixed: $NVDA -0.18% $MSFT -0.28% $AAPL -0.49% $GOOGL -0.99%. Gainers included $AMZN +0.1% $META +0.42%"
X Link 2025-12-16T17:09Z [----] followers, [---] engagements
"ACFMorningMeeting. Data deluge - its a macro-heavy session with markets digesting a packed slate of regional releases led by Germanys Ifo Business Climate survey alongside the Eurozones final November inflation prints and quarterly wage growth data. Attention then shifts to a busy run of central bank decisions with policy calls due from the ECB BoE Swedens Riksbank and Norways Norges Bank later this week. Geopolitics added another layer of risk after the US threatened retaliatory measures against European firms including $ACN $SIE.DE and $SPOT over what it sees as discriminatory tech"
X Link 2025-12-17T09:00Z [----] followers, [---] engagements
"@NeoEnergyMetals $NEO Flagship assets uranium and uranium-gold at Henrikies Uranium and Beisa U+Au in South Africa. Henrikies is an historic uranium exploration region.substantive work by Anglo American in the mid 70s. We like advances scale optionality embedded gold and energy transition position. Note risks - funding balance sheet permitting & regs uranium price volatility RTO integration country specific risk. ACFView. See more relevant news and views below @Share_Talk @NeoEnergyMetals has confirmed the restoration of its listing and trading on the Main Market of the London Stock Exchange"
X Link 2025-12-17T09:26Z [----] followers, [---] engagements
"$FTSE100 and UK interest rates. As we argued this week we saw rate cuts at pretty much certainty rather than market 90% probability. Factors - jobs budget GDP growth need boosts inflation is under downward pressure (relatively) as our teams experience these things on the 'pavement'. The FTSE [---] is expected to open higher on Wednesday as easing inflation strengthens the case for the Bank of England to begin cutting interest rates. Futures markets are pointing to a rebound of around [--] points for the FTSE [---] extending what has been a volatile week for the https://t.co/P4zohCBDwb The FTSE 100"
X Link 2025-12-17T09:29Z [----] followers, [---] engagements
"$FTSE [---] and UK Rates - As per our discussions this week we have argued that a UK rate cut is pretty much a certainty for this round - factors we considered GDP growth jobs data budget needs (yes the Bank is non political but politicians know where it lives) downward pressure on inflation (relatively) - all based on our street/ 'pavement' real world work from our team. ACFView LONDON MARKET OPEN: FTSE [---] jumps as UK inflation cools before BoE https://t.co/I9URAVPkCS https://t.co/tHDeOPcUPo LONDON MARKET OPEN: FTSE [---] jumps as UK inflation cools before BoE https://t.co/I9URAVPkCS"
X Link 2025-12-17T09:47Z [----] followers, [---] engagements
"Soyabean prices - US farmers need bailing out because US trade policy has been wielded in Hammer of Thor 'stylie'. ACFView Soybean prices fell by more than 5% dropping below $10.70 per bushel pressured by concerns over slower buying from China and expectations of a bumper harvest in Brazil. $SOYB $DBA $ADM $BG $NTR $SMG https://t.co/FriJwQELRX Soybean prices fell by more than 5% dropping below $10.70 per bushel pressured by concerns over slower buying from China and expectations of a bumper harvest in Brazil. $SOYB $DBA $ADM $BG $NTR $SMG https://t.co/FriJwQELRX"
X Link 2025-12-17T09:59Z [----] followers, [---] engagements
"$MAST.L revenues November outperform y/y again. Dilution scenarios mapped: Current shares in issue 138m today. Our current expectation is 223m shares in issue vs. a technical possible full dilution of 417m. 🧮Read more in ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power https://bit.ly/QDE-MAST-L-Record-REVs https://bit.ly/QDE-MAST-L-Record-REVs Quantum Data Energy (MAST.L) delivers another month of very strong revenues. November revenues were similar to October revenues and were +136% year on year. Current"
X Link 2025-12-17T11:17Z [----] followers, [--] engagements
"ACFMarketWrap. Side eye - US equities slipped as traders weighed the Feds outlook for [----] and wait for tomorrows delayed CPI print. The $GSPC $IXIC and $DJI all traded in the red even after Fed Governor Waller signaled openness to further rate cuts. Energy moved the other way: oil prices jumped after President Trump ordered a total and complete blockade of sanctioned oil tankers tied to Venezuela. $NVDA -2.2% and $GOOGL -1.7% led tech lower. On the upside $AMZN +0.5% rose on reports of talks to invest roughly $10B in OpenAI while $NFLX +2.5% surged after reports Warner Bros. board may favor"
X Link 2025-12-17T17:24Z [----] followers, [---] engagements
"Warrant raises - an escape mechanism from malfunctioning growth markets - Quantum Data Energy ( $MAST.L ) and Metals One $MET.L have been able to push on with their operational strategies. Read how in ACFResearch update note $NEE $ENEL $DUK $IBE.MC $GEV $FSLR @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @VinFastofficial @metals_one_plc https://bit.ly/QDE-MAST-L-EscapingACapitalConstraint https://bit.ly/QDE-MAST-L-EscapingACapitalConstraint Quantum Data Energy (QDE $MAST.L) warrants raise is a sort of capital constraint cure. The"
X Link 2025-12-18T13:18Z [----] followers, [---] engagements
"ACFMarketWrap - 'Fusion Explosion' - Trump Media $DJT +30% on merger with TAE fusion energy company $TATE.PVT. Inflation data fudge fused with $MU memory chip demand data to drive Nasdaq surge. UK's BoE rates cut to 3.75% vs. 4.00% previously inline. $FTSE & $FTAI AiM closed up +0.65%. Stock Watch - $FCEL +33% $ATHA +69%. Mega Caps - $TSLA +4% $NVDA +2.3% $META +2.5% $MSFT 2.2% $PLTR +5%. Commods - $WTI $56.7bbl GOLD ftrs $GC=1 month $4403 t/oz GOLD Spot $4362 t/oz. Data up next - USA core inflation and inflation rate m/m. ACFView @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe"
X Link 2025-12-18T17:14Z [----] followers, [---] engagements
"ACFMorningMeeting. Stat Flatlining Markets - European stocks flatlined after a strong prior session still underpinned by optimism for further Fed cuts in [----] and fading bets on an ECB hike in [----]. Retail dragged: Adidas slipped 0.5% Puma sank 2% after $NKE flagged another margin decline. Geopolitics stayed in focus as the EU agreed to issue joint bonds to fund 90bn in loans to Ukraine. WTI dipped below $56/bbl heading for a second weekly drop and down 20% YTD. Oversupply fears dominated as OPEC+ restores capacity non-OPEC output rises and early demand cracks appear in China and the US."
X Link 2025-12-19T09:44Z [----] followers, [---] engagements
"Quantum Data Energy $MAST.L FCF breakeven between 1214.6MW. With 5.4MW online and 17.6MW getting closer to switchready we expect full dilution at 223m shares vs. 138m today and a potential technical full dilution of 417m. Read more in ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power https://bit.ly/QDE-MAST-L-Record-REVs Quantum Data Energy (MAST.L) delivers another month of very strong revenues. November revenues were similar to October revenues and were +136% year on year. Current number of shares in issue"
X Link 2025-12-19T13:26Z [----] followers, [--] engagements
"The Great Copper Run - Copper tracking strongest gains since [----]. In general liquidity is down and markets are moving into a shortish hibernation for the holiday season. Investors are staying defensive with no fresh catalysts. UK final GDP confirmed earlier estimates while markets kept an eye on Ukraine after Moscow said revised US peace proposals failed to improve odds of ending the war. Copper stole the spotlight. Futures climbed toward $5.5/lb the highest in nearly five months as structurally tight supply and long-term infrastructure demand continued to underpin prices. LME copper is"
X Link 2025-12-22T09:20Z [----] followers, [---] engagements
"ACFMarketWrap. Markets greased - US equities opened a holiday-shortened week on the front foot: $GSPC +0.47% $IXIC +0.47% $DJI +38%. Energy led as oil jumped on rising US-Venezuela tensions with investors also eyeing delayed US data due tomorrow. $WTI climbed 2% to $57.9/bbl after US forces boarded the tanker Centuries carrying 2mb of Venezuelan crude and pursued another vessel highlighting Washingtons push to squeeze revenues for the Maduro regime. While Venezuelas exports (mainly to China) are now 1% of global supply the flare-up has revived the geopolitical risk premium. Tech kept last"
X Link 2025-12-22T16:58Z [----] followers, [---] engagements
"ACFMorningMeeting GLP-1 Pill adds weight to $NVO. Otherwise theres low liquidity and less risk taking - Markets stayed muted as thin year-end liquidity and a lack of catalysts kept risk-taking in check. Russia and Ukraine ramped up attacks a day after Moscow said weekend peace talks failed to deliver progress. Bitcoin $BTC slid 1% to $87k stuck near November lows. $BTC is on track for a 22% 4Q drop its worst since [----] and an annual loss of 6% as caution dominates into year-end. Morning Trade - UK/EU: $FTSE $STOXX $PTL +ve $ FTAI -ve. US ftrs $IXIC $GSPC $DJI flat. Stock Watch - $NVO +5.38%"
X Link 2025-12-23T09:37Z [----] followers, [---] engagements
"ACFMorningMeeting. Copper Fever Supply is the key constraint Copper futures pushed to a fresh record near $5.8/lb up more than 15% in December and close to 50% higher YTD. Supply has become the key constraint: unplanned outages including $FCXs Grasberg mine declaring force majeure and cutting [----] output guidance. At the same time fears of potential US tariffs are pulling metal into American warehouses draining stockpiles elsewhere. US Treasury 10-year yield drifted down to 4.14% as markets hit pause ahead of key labour signals including ADP payrolls. Geopolitics stayed in focus after"
X Link 2025-12-29T09:18Z [----] followers, [---] engagements
"Euro EUR Adoption - That seems to make sense for Bulgaria though not sure it currently makes the currency more compelling. ACFView Bulgaria Poised to Adopt Euro Amid Political Turbulence and Disinformation Concerns https://t.co/R6FCSCjAMm https://t.co/bC9v9ipZxO Bulgaria Poised to Adopt Euro Amid Political Turbulence and Disinformation Concerns https://t.co/R6FCSCjAMm https://t.co/bC9v9ipZxO"
X Link 2025-12-29T11:05Z [----] followers, [---] engagements
"@ajax_plc $AJAX.AQ a lot to be curious about has the look of a project generator (acquires assets) rather than a typical junior explorer has early cash flow optionality - gold and tailings angle. Arguably permitting has been de-risked at. Note risks including deal completion risk; jurisdiction risk (Argentina) relatively concentrated register (shareholder base). ACFView see more below @Oilplayer2009 #AJAX (5.75p) make no mistake this has multi bag potential from current levels - only 100m shares issued - tightly held - cash circa 3m & low burn - m/cap only 5.75m Recent Edison coverage offers"
X Link 2025-12-29T11:26Z [----] followers, [---] engagements
"LLMs are just one big bag of errors. BBC Today program with Amol Rajan had MSFT guest editing this morning - Essentially promoting MSFT's ChatGPT LLM investment where the capital raise back up is retail IPO (ACFVIew) - distillation = AI is amazing buy into it to insure against your job the next iteration is really going to wow you (read we need your capital because this thing is way out of control we are desperate not to ruin the party) but also 'be afraid' - of incompetence in our view. Yeesh. This is bad. LLMs make mistakes. Often. https://t.co/6PtGxWtTN9 Yeesh. This is bad. LLMs make"
X Link 2025-12-29T11:52Z [----] followers, [---] engagements
"Quantum Data Energy $MAST.L even though the cash warrants and prepaid warrants have been in-the-money (ITM) since the raise in Jul [--] our expected full dilution has been around 220m vs. full technical 417m shares. 🌐Read why in ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @metals_one_plc https://bit.ly/QDE-MAST-L-EscapingACapitalConstraint https://bit.ly/QDE-MAST-L-EscapingACapitalConstraint Quantum Data Energy (QDE $MAST.L) warrants raise is a sort of capital constraint cure. The $MAST.L July raise"
X Link 2025-12-29T13:25Z [----] followers, [--] engagements
"ACFMarketWrap. Golden Slide - Gold slipped over 4% to below $4350/oz as investors locked in profits after record highs with tentative US-Ukraine peace talks weighing on safe-haven demand. Middle East tensions and US-Venezuela frictions continue to underpin defensive appeal. Still gold is +70% YTD tracking its strongest annual gain since [----] amid central bank buying ETF inflows and bets on Fed cuts next year. US stocks cooled after Fridays records with Nasdaq -0.64% S&P [---] -0.45% Dow -0.53%. Tech-heavyweights pulled back on AI capex scrutiny: $TSLA $NVDA -1.5% $META -0.99% $GOOG -0.69% $AMZN"
X Link 2025-12-29T17:41Z [----] followers, [---] engagements
"ACFMorningMeeting. Putin puncture - peace process under new pressure - Russia accused Ukraine of striking President Putins residence though no evidence was provided marking a potential setback for US-led peace efforts. Attention turns to the Feds December minutes later today expected to reveal divisions over the [----] rate path. On the corporate front $META confirmed it is acquiring Chinese AI start-up Manus. Meta plans to operate and commercialize the Manus digital assistant while folding its tech into products like Meta AI deepening its push into advanced AI. Financial terms were not"
X Link 2025-12-30T09:48Z [----] followers, [---] engagements
"Recommended reading for both traders and longer term investors there are plenty of shared principles - see several recent posts @Mayhem4Markets bleow a lot of the time it's a lack of managing position size and concentration that kills traders this often comes down to the 'sure thing' thesis where ego overwhelms common sense and one gets in too deep but if you zoom out you realize you'll have plenty of opportunities a lot of the time it's a lack of managing position size and concentration that kills traders this often comes down to the 'sure thing' thesis where ego overwhelms common sense and"
X Link 2025-12-30T10:58Z [----] followers, [--] engagements
"Inflation - it has not gone away but it is a little more under control (for now) ACFView. Following the Fed's [--] bps rate cut to 3.75% the 10-year Treasury edged slightly lower to 4.14% but remains well above pre-cut levels reflecting inflation expectations growth outlook and bond demand. $DMO $TIP $STIP $TIPS $PPT $TLTW https://t.co/i6YnZfmlKn Following the Fed's [--] bps rate cut to 3.75% the 10-year Treasury edged slightly lower to 4.14% but remains well above pre-cut levels reflecting inflation expectations growth outlook and bond demand. $DMO $TIP $STIP $TIPS $PPT $TLTW"
X Link 2025-12-30T10:59Z [----] followers, [--] engagements
"ACFMarketWrap. Wrap Winner - $STOXX50 surged to a fresh all-time high +0.78% at [----] finishing off [----] with gains near 19%. The rally has been underpinned by falling rates Germanys fiscal pivot and a rotation out of pricey US tech fueled the rally. Defense stocks led the charge heading for their strongest annual performance since [----] on expectations of higher military spending across Europe. The US dollar -9.5% YTD against major peers its steepest annual drop since [----]. After Aprils tariff shock under Trump sent the dollar tumbling as much as 15% the Feds return to rate cuts in September"
X Link 2025-12-30T16:41Z [----] followers, [---] engagements
"ACFMorningMeeting - [----] fires up - FTSE record - FTSE [---] breach [-----]. US ftrs positive. It is looking a good first day back. $TSLA divergence - clouds gather on sales in contrast to Elon Musk positivity. Rest of Mag [--] - pre market trading +ve $NVDA $AAPL $META $AMZN $MSFT. Commods - $WTI $57.4bbl GOLD ftrs $4405 t/oz GOLD spot [----] t/oz. Data focus - look out for Monday US ISM Manufacturing PMI. ACFVIew @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta https://twitter.com/i/web/status/2007019458800263439"
X Link 2026-01-02T09:21Z [----] followers, [----] engagements
"🔥 ACFMarketWrap: Energy and risk assets caught a bid as Venezuela worries cooled and traders shrugged off a softer ISM Manufacturing PMI. Oil majors led on hopes US firms could gain from rebuilding Venezuelas energy infrastructure $CVX +3.5% $XOM +0.7% $COP +1.3%. Cyclicals ripped higher too: $GS +4.8% $JPM +3.1% $AXP +2.6%. Big tech joined the rally with $AMZN +3.0% $META +1.9% and $TSLA +4% while semis firmed $MU +0.7% $INTC +1.4% $NVDA +0.5%. Utilities and healthcare lagged. NASDAQ +0.96% FTSE100 +0.53% $WTI $58.15/bbl. Next up: France & Germany inflation data. ACFview @WizardBattery"
X Link 2026-01-05T17:38Z [----] followers, [---] engagements
"Copper bubble - or just supply demand and an electric inflection point There is a transition away ftom oil to electricity.the USA can say and do what it likes but the electricity over oil story is one that has passed inflection. Oil is in terminal decline there will be bull runs still of course. Real price appreciation will come to conductors and anything battery. ACFView Copper supply problems keep piling up - 1990-2023: [---] major copper discoveries - [---] are not yet in production - [---] havent completed feasibility studies - Just [--] have begun development Heres the problem: Lead times to"
X Link 2026-01-05T23:02Z [----] followers, [--] engagements
"ACFMorningMeeting - Tar for the Bonanza - US ftrs pause a little. UK Europe opens positive mostly. USA's Venezuelan Tar Bonanza - well the US famously has a lot of roads and bridges in desperate need of renewal. 80% of Venezuelan Oil is from the Orinoco basin that's 'tar' and sour heavy crude API 8-13%. Its Mesa [--] medium light is in decline. It is difficult to see any extended global market for Venezuela's tar and so what the US actually has control over other than a number. Could this turn out to be the USA's biggest poorly valued asset booking (AI asset values being another possible one)."
X Link 2026-01-06T10:25Z [----] followers, [---] engagements
"Copper prices - Many drivers and unfortunately for the USA and its newly acquired Venezuelan Tar Bonanza the transition from petroleum energy to electricity is one of them a global phenomenon that has more momentum than the US economy as per commodity price trends. ACFView. @TaviCosta And this my friends is what price discovery looks like. In my view we are experiencing one of the most important moves in copper prices in decades. Game on. https://t.co/9uu2vvBxhI And this my friends is what price discovery looks like. In my view we are experiencing one of the most important moves in copper"
X Link 2026-01-06T10:32Z [----] followers, [---] engagements
"Copper and Gold - Copper may well outperform gold in [----]. You read it here first :) ACFInsight. Gold prices climbed above $4450 per ounce extending gains for a third consecutive session as demand for safe-haven assets increased amid escalating geopolitical instability. $GLD $IAU $GLDM $SGOL $AAAU $PHAU https://t.co/YCWpm8D99V Gold prices climbed above $4450 per ounce extending gains for a third consecutive session as demand for safe-haven assets increased amid escalating geopolitical instability. $GLD $IAU $GLDM $SGOL $AAAU $PHAU https://t.co/YCWpm8D99V"
X Link 2026-01-06T10:33Z [----] followers, [--] engagements
"And yet Next $NXT.L show it can be done though it is very very hard UK retail clothing and a some independent niches can thrive. Nice to see the $FTSE driven but something other than yield basic materials and defence. Thousands of UK Jobs at Risk as Major Retailers Face Insolvency https://t.co/tZNgoid6GJ Thousands of UK Jobs at Risk as Major Retailers Face Insolvency https://t.co/tZNgoid6GJ"
X Link 2026-01-06T11:07Z [----] followers, [--] engagements
"Where exactly is the US going to sell all this Venezuelan tar in the Orinoco Belt (one of the worlds largest oil reserves but its all 1.2bn bbls API 8-13 or so i.e. heavy sour crude and 'tar' - after America has repaved its failing bridge and road network then where will it be sold All apart from the fact the world is electrifying for transport $TSLA et al and $WTI is on the way out whether the US says so or not. Neither Venezuela nor the majors have been compelled to drill and extract it Orinoco Belt oil in spite of Venezuelan output down more than 66% from its peak. Commodity Markets Rally"
X Link 2026-01-06T11:20Z [----] followers, [---] engagements
"⚡ ACFMarketWrap: Stocks inched higher as rate-cut optimism kept earnings hopes alive sparking a sharp rebound in chips after last sessions stumble $MU $TXN $ADI and $NXPI surged 68% as valuation fears eased. Healthcare bounced too with $LLY +1% and $UNH +2%. Markets largely ignored geopolitical noise after the US captured Venezuelas Maduro; $CVX -3% pared prior gains while heavy-crude refiners $PSX $VLO and $MPC slid 1%+ on exposure concerns. Magnificent Seven mixed: $GOOG -1% $NVDA +0.29% $META -0.53% $AMZN +3.25% $TSLA -4.55% $AAPL -1.77% $MSFT -0.1%. NASDAQ +0.10% FTSE100 +1.18%"
X Link 2026-01-06T17:57Z [----] followers, [---] engagements
"ACFMorningMeeting US to sell 30-50m bbl of Venezualean oil under personal mandate of POTUS. Markets mixed $FTSE -ve $STOXX $PTL $FTAI +ve US ftrs $DJI +ve Nadaq DJI -ve. $TSLA drops -4% +ve in prem market whilst $AMZN pops 3.4% but -ve in pre market. Commods $WTI $56.7bbl GOLD ftrs $4473 GOLD spot $4464 t/oz. COpper USd [------] marginally softer. Data priority - European region inflation rate y/y US jobs and services PMI data. ACFView @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta"
X Link 2026-01-07T10:16Z [----] followers, [---] engagements
"ACFMarketWrap: Markets hit the brakes as doubts lingered over how deep Fed rate cuts will go this year and whether massive AI capex plans truly justify last years tech surge. Big tech stayed under pressure with $AVGO $ORCL and $MU 3% as investors reassessed lofty expectations. Defence stocks stole the spotlight after President Trump pledged to lift the US military budget to $1.5trn by [----] turbocharging gains in $LMT $RTX and $NOC (+48%) amid tougher rhetoric on Venezuela and Greenland. Inflation signals were mixed: NY Fed data showed 1-yr inflation expectations ticking up to 3.4% while 3-yr"
X Link 2026-01-08T17:14Z [----] followers, [----] engagements
"ACFMorningMeeting - Its been Caracas. $ONDS +451% 12M. Geopolitically an extraordinary week (again) and markets still powered ahead. Top Trump - markets media and supporters indicating we may have reached peak POTUS if true life will seem boring after (possibly). Opens +ve $FSTE $FTAI $STOXX $PTL. US ftrs flat or -ve $DJ S&P [---] $GSPC Nasdaq $IXIC. Stock Watch - $TSLA +1% a stock that does not spell Vnezuelan tar oil is the future. $AMZN +1.9% $NVDA -2% in spite of Chinese chip sales ull price news. $ONDS private wireless drone and automated data +15% +4.9% in pre market ahead of business"
X Link 2026-01-09T09:50Z [----] followers, [---] engagements
"Copper - whilst copper remains off its initial [----] highs by a few cents it is still a candidate to outperform gold in [----]. Copper prices are rising again today with both base metals and precious metals continuing to attract strong demand. The benchmark three-month copper contract on the London Metal Exchange is up 1.20% this morning at $12873 per tonne putting it on course for a gain of more than https://t.co/6zLJZ0l71a Copper prices are rising again today with both base metals and precious metals continuing to attract strong demand. The benchmark three-month copper contract on the London"
X Link 2026-01-09T09:56Z [----] followers, [---] engagements
"ACFMorningMeeting - Venezuela cool off - US oil super majors are not chomping at the bit for Orinoco heavy sour / bitumen or less sour Mesa-30 - In pre-market $CVX +0.7% $COP +0.7% $XOM -1.1% (subjected to Trump threat) have all been 'cool' about the opportunity. Opening Trading - Europe flat after upbeat Friday closes in US and Asia. $FTSE falt $FTAI +0.6% $PTL +0.01% $STOXX -0.22%. US ftrs -ve Nasdaq $IXIC $DJI S&P [---] $GSPC. Stocks - Pre market $SOUN +7.6%. $NVDA -1.14% $PLTR -1.8%. $NBY -14.9% (after +183% on Friday - momentum off a low base. Commods - $WTI $59 bbl GOLD ftrs $4607 vs."
X Link 2026-01-12T10:04Z [----] followers, [---] engagements
"Oil market supply - oil markets are less oversupplied and more structurally heading to their nadirs though this will be long and extended it is clear we are in the 20-40-year oil replacement horizon. Does not matter what the US position is it's a trend like the tide over which it has little control. Goldman clients are near most bearish on oil in the last [--] years. Rightfully so as the market continues to remain oversupplied. But geopolitics could be what causes prices to spike temporarily. Irans current situation could lead to upward pressure on prices. https://t.co/IK6n9unMwn Goldman"
X Link 2026-01-12T10:14Z [----] followers, [---] engagements
"Quantum Data Energy (QDE MAST.L) record monthly revenuesagain and as we forecast our maximum estimated dilution remains very much on target after 113m ITM cash warrants expired on [--] Jan [--]. Materially only the value accretive cash warrants now matter 122m shares raising 5m if exercised. The cash warrant raise can be substituted by credit and equity funding at the SPV level (non-dilutive to MAST equity holders). Read our flash note here @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @MastPlc. $NEE $ENEL $DUK $IBE.MC $GEV $FSLR $TSLA $BYDDY"
X Link 2026-01-12T13:30Z [----] followers, [----] engagements
"ACFMarketWrap: Markets jolted as the Trump administration turned up the heat on the Fed with the DOJ subpoenaing Chair Powell over a building renovationmoves Powell says are aimed at forcing him out over policy decisions. US assets slid in sync: banks and payments names were hit as Trump floated a one-year 10% cap on credit-card rates ahead of earnings sending $JPM $V and $MA near -3% while big tech sagged on fresh doubts over debt-fuelled AI capex. Europe shrugged off the noise and closed higher extending last weeks gains as industrials and financials led $SIE.DE $AIR.PA $DB and $BBVA rose"
X Link 2026-01-12T17:44Z [----] followers, [---] engagements
"ACFMorningMeeting - $GOOG $4trn. Turmp Troubles - Venezuela's unsalable unexploitable oil; Hunting the Fed; SCOTUS and Tariffs. Iran Blather but inaction. The administration sounds a little insecure like it feels itself on rocky ground. The question is how will it respond. Opens $FTSE $FTAI $PTL +ve $STOXX -ve. US ftrs -ve $DJI Nasdaq $IXIC S&P [---] $GSPC . Equities - $GOOG exceeds $4trn MCAP cf. $NVDA $4.5trn and $MSFT $3.5trn (yes $AAPL is $3.9trn we just prefer Microsoft). Commods - $WTI ticks up $60bbl GOLD ftrs $4603 t/oz GOLD spote $4589 t/oz. Copper USd [---] lb edges up. Cocoa $5443 MT."
X Link 2026-01-13T10:25Z [----] followers, [---] engagements
"Quantum Data Energy ($MAST.L)- another record revenue month. As forecast 113m ITM cash warrants expired [--] Jan [--]. Prepaid warrants nearly all exercised. Remaining dilution focused on 122m accretive cash warrants bringing up to 5m. Read how in ACFResearch flash note $NEE $ENEL $DUK $IBE.MC $GEV $FSLR @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @VinFastofficial @metals_one_plc @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta"
X Link 2026-01-13T13:26Z [----] followers, [---] engagements
"ACFMarketWrap: A cooler US core CPI print at 2.6% reignited rate-cut hopes easing fears the Fed might stay sidelinedand sentiment improved further as pressure on Chair Powell cooled after GOP pushback. Markets doubled down on two Fed cuts in [----] with April odds ticking higher. Energy and comms led as $GOOG +2.24% $ORCL +1.1% and $NFLX +1.4% climbed while financials lagged after Trump renewed calls to cap credit-card rates $V -2.9% and $MA -2.7%. Earnings kicked off with mixed reactions: $JPM -0.6% despite a beat $BK -0.1% on uninspiring results and $DAL -0.2% after soft guidance. In Europe"
X Link 2026-01-13T17:51Z [----] followers, [---] engagements
"Tin in the UK - good news for the UK's reinvigorated Tin industry. As a wild aside chemical analysis of bronze age objects lend some support to the idea that that at least in the bronze age The West of England served high grade tin / tin ore to much of Europe.something to aim for perhaps. Cornish Metals $TIN and Tungsten West $TUN. See more below @Share_Talk Tin rises past [----] highs whilst LME inventories build 📈 Tin prices have climbed past their [----] highs of $48k/t amid concerns over Indonesian and Myanmar supply. https://t.co/y1iFKVnrwN via @Share_Talk https://t.co/IXrenIlZ2F Tin rises"
X Link 2026-01-14T09:47Z [----] followers, [---] engagements
"Retail Sales - it is not all bad news but you have to be good really good at retail. See more below @stockmark_it Retail Sales Rise Amid Cautious Consumer Spending https://t.co/PdcEcp2as6 https://t.co/tk4hgMjepG Retail Sales Rise Amid Cautious Consumer Spending https://t.co/PdcEcp2as6 https://t.co/tk4hgMjepG"
X Link 2026-01-14T09:49Z [----] followers, [---] engagements
"Raspberry Pi $RPI is facing competition for components thanks to AI boom. See more below @stockmark_it Raspberry Pi Faces Supply Challenges Due to Rising AI Demand https://t.co/97sG1c13XJ https://t.co/puzVNsiV98 Raspberry Pi Faces Supply Challenges Due to Rising AI Demand https://t.co/97sG1c13XJ https://t.co/puzVNsiV98"
X Link 2026-01-14T09:53Z [----] followers, [--] engagements
"ACFMarketWrap: Wall Street stays under heavy pressure as cracks widened across banks and big tech. Trumps order to cap credit-card rates at 10% for a year added fresh strain ahead of next weeks start. Adding to the uncertainty the US Supreme Court delayed a ruling on challenges to last years sweeping tariff package. AI-linked names took another hit on fears datacenter spending promises wont pay off sending $ORCL $AVGO and $INTU down 46%. Financials sank as well$BAC -4.5% on cost worries $C -3% despite stronger advisory fees and $WFC -5% after missing estimates. Magnificent Seven slid in"
X Link 2026-01-14T17:09Z [----] followers, [----] engagements
"Quantum Data Energy $MAST.L - QDE is on track for 1GW of flexible generation by 2030E. Our valuation range (GBp 5154) is based only on 150MW and expected dilution of 223m shares. Read our ACFResearch flash note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @metals_one_plc @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta https://bit.ly/QDE-MAST-L-FlashNote-50CashWarrantsExpire https://bit.ly/QDE-MAST-L-FlashNote-50CashWarrantsExpire Quantum Data"
X Link 2026-01-15T08:10Z [----] followers, [---] engagements
"ACFMorningMeeting - Banks Tap Trumps Door - $JPM $C $BAC $WFC the largest [--] US banks have signalled that Trump's plan to limit credit card interest rates is bad for lower income consumers (Trumps base) and bad for their businesses. Opens - Firmly positive $PTL $STOXX $FTSE $FTAI US ftrs +ve $GSPC (S&P 500) $IXIC (Nasdaq) $DJI . Equities - $TSMC outlook supports AI boom arguments. After the noted pull back yesterday for the Mag [--] Pre market trade is +ve: $TSLA $NVDA $META $GOOG $AMZN $MSFT. and $PLTR Commods - Demand softening $WTI $60bbl GOLD ftrs $4607 t/oz GOLD spot $4605 t/oz. COPPER USd"
X Link 2026-01-15T10:33Z [----] followers, [---] engagements
"Post Peak Musk Why does Musk always agree with the worst takes on Earth 😂 https://t.co/vkCkVx8M8k Why does Musk always agree with the worst takes on Earth 😂 https://t.co/vkCkVx8M8k"
X Link 2026-01-15T10:43Z [----] followers, [--] engagements
"BlackRock - at what point does a vast manager become unmanageable not yet but presumably there is a point. BlackRock Posts Strong Fourth Quarter Profit as Assets Hit Record https://t.co/uUm9RwfsfV https://t.co/Gf3fvXJzeW BlackRock Posts Strong Fourth Quarter Profit as Assets Hit Record https://t.co/uUm9RwfsfV https://t.co/Gf3fvXJzeW"
X Link 2026-01-16T09:54Z [----] followers, [--] engagements
"$BTC treasury management. [--] things to note. Fiat money is over now or later but it is over. Treasury management is a skilled activity that may not be suitable for thin management teams that cannot show depth of knowledge.Don't be Barings. Finally $BTC Treasury is a pivot investors should make sure they are not unintentionally investing in $BTC rather than say biotech or exploration. Other than that it is an excellent potential wheeze for small and mid caps though it might send them up in smoke in a morning (crypto volatility). ACFView @smarterwebuk has announced it will host the Bitcoin"
X Link 2026-01-19T10:00Z [----] followers, [---] engagements
"DRAM pricing - it superficially can look like a variant of a cobweb pricing model so you might hope more will be produced but no.it is an oligopoly with non-perishable product in which a small number of firms make long run sophisticated supply decisions based on full price and supply control/information or at least very good information - welcome to hell. ACFInsight. ramflation https://t.co/oF5s1VNVrE ramflation https://t.co/oF5s1VNVrE"
X Link 2026-01-19T10:25Z [----] followers, [---] engagements
"ACFMorningMeeting - Razor toothed and ruby red - would be a fair description of the opens and US ftrs thanks to Trump sanction threats on Greenland escalation. Pre Market trading $TSLA -2.3% $NVDA -2.6% $AAPL -1.5% $GOOG -2.7% $AMZN -2.6% $MSFT -1.36%. $PLTR -3% and closed down 3.44% on Friday (last US trading day prior to Martin Luther King Day. Stocks - $IBRX +40% (sales international expansion blood cancer hopeful trial results for CD19 CAR-NK therapy) $IREN +11.4% $MU +7.8% $AVGO +2.5%. Commods - $WTI holds in $59 bbl range. COPPER USd [-----] lb. GOLD ftrs $4721 t/oz GOLD Spot $4724 t/oz."
X Link 2026-01-20T08:41Z [----] followers, [---] engagements
"Quantum Data Energy $MAST.L QDEs SPV model + contract-backed revenues enable scale with proportionate dilution; if the warrants do not raise the capital new shares are not issued. Hydrogen and battery integration planned by 2030E. Clean scalable future-proof. Read why in ACFResearch flash note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @metals_one_plc @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta"
X Link 2026-01-20T11:45Z [----] followers, [---] engagements
"Netflix $NFLX down another 6% in pre-market trade id down around 28% over the last [--] months and 7% YTD nevertheless the stock is pretty much level over [--] months. Essentially gains have been given up largely because of Warner bid which as a large bit of M&A to digest and an unknown final price is creating deal uncertainty - will $NFLX in the end overpay That's the worry. ACFView Netflix Increases Bid for Warner Bros Amid Bidding War with Paramount https://t.co/eGYQYREBaz https://t.co/C58t7aB8Ar Netflix Increases Bid for Warner Bros Amid Bidding War with Paramount https://t.co/eGYQYREBaz"
X Link 2026-01-21T08:15Z [----] followers, [---] engagements
"ACFMorningMeeting - $5000 in reach for Gold $BTC sub 90k. Bit of an equities breather - US ftrs climb modestly this morning $DJI $IXIC $GSPC after yesterday's unpleasant ravaging of US markets on global security concerns (Greenland US vs. Europe) Opens - Europe -ve excepting $PTL $FTAI. Stocks - Mag [--] and $PLTR - After a torrid day yesterday in which $TSLA $NVDA $AAPL $AMZN were down between 3%-4% and $MSFT did least badly at -1.2% pre market trading is neutral to +ve. $PLTR Lost -1.4% yesteday. Commods - $WTI holds in $59 bbl range. GOLD ftrs head to $5000 GOLD Spot $4856 t/oz. COPPER USd"
X Link 2026-01-21T08:42Z [----] followers, [---] engagements
"ACFMorningMeeting Tech-tonics - AI tech results coming in hot to the vast aircraft carrier that is the AI boom (and bubble). $INTC +12% +0.4% in pre market. Mag [--] $TSLA $NVDA $AAPL $META $GOOG $AMZN all had a good day yesterday with some promise for today. $MSFT dropped -2.3%. Opens - Green as far as the eye can see and strongly so - post Trump Greenland military Davos TACO move. Stocks - $AMD +7.7% $AMR +6.3 % $PLTR -1.9%. $TMC +13% $MRNA +15.8%. Commods - GOLD ftrs $4832 t/oz $5000 now seems a bit of a momentum inevitability let's see. $WTI ticks up to $60 bbl. COPPER gains begin to leak"
X Link 2026-01-22T10:34Z [----] followers, [---] engagements
"ACFMarketWrap: Risk-on roared back after President Trump paused new tariffs on several European countries citing a framework agreement on Greenland following talks with NATOeasing trade fears and lifting sentiment. Tech led the charge as $NVDA +0.99% gained on upbeat comments from Jensen Huang $BABA news around a potential chip-unit listing added fuel. Strong US data reinforced the move with 3Q25 GDP revised to 4.4% jobless claims to 200k PCE inflation in line and steady consumer spending. Stock-specific moves were mixed$GE -5.7% slipped despite an earnings beat while $PG +2.3% rose even"
X Link 2026-01-22T16:46Z [----] followers, [---] engagements
"Nigel Farage - Sorry did we read defining economic illiteracy We did not realise Farage or indeed Reform have any mathematical economics qualifications we learn something every day hurrah/hussar. For more information read @stockmark_it below Nigel Farage Taxing Banks and Redefining Economic Policy https://t.co/Uro0DsUO2r https://t.co/uJJUQ84hsk Nigel Farage Taxing Banks and Redefining Economic Policy https://t.co/Uro0DsUO2r https://t.co/uJJUQ84hsk"
X Link 2026-01-23T08:46Z [----] followers, [---] engagements
"@Albaminerals $ALBA.L. Good market needs more understanding of plans leadership financing and delivery. @AlbaMinerals (AIM #ALBA) the gold and critical raw materials focused exploration and development company announce that it is now a member of the @CMA_Minerals (UK) (the CMA). https://t.co/korSa6WWl8 @AlbaMinerals (AIM #ALBA) the gold and critical raw materials focused exploration and development company announce that it is now a member of the @CMA_Minerals (UK) (the CMA). https://t.co/korSa6WWl8"
X Link 2026-01-23T08:48Z [----] followers, [--] engagements
"Labour donor leaves to recharge after EA investment.see more @stockmarkit Labour Donor Withdraws Support for All Electric Airline https://t.co/PhVaL9eXlv https://t.co/luFGi8g3H6 Labour Donor Withdraws Support for All Electric Airline https://t.co/PhVaL9eXlv https://t.co/luFGi8g3H6"
X Link 2026-01-23T08:50Z [----] followers, [---] engagements
"$LIFT - it seems [--] directors that may not be actual directors right at this point that have overseen investments that prima facie have nothing to do with Lift's 'fund mandate' are being asked to 'stand down' by the CEO. One of them has only just had his name cleared in another mess we once looked at as we understand it. SHAREHOLDER ACTION GROUP Re: Lift Global Ventures Plc #LFT https://t.co/Protb9Uuyv SHAREHOLDER ACTION GROUP Re: Lift Global Ventures Plc #LFT https://t.co/Protb9Uuyv"
X Link 2026-01-23T08:54Z [----] followers, [---] engagements
"Audit reform - it is a critical issue. Why the UK government is less concerned with effective auditing than it is with making Companies House ever more unaccountable and anachronistic - it generates paper work that creates destructive administrative burdens for entrepreneurs - is one of those very British inexplicable inabilities to prioritise much like the brexit outcome. For more explanation if you can bare the burden :( see below @stockmark_it Ministers Warned of Corporate Failures After Audit Bill Scrapped https://t.co/1EDkRUxt5s https://t.co/K9jASxI6GG Ministers Warned of Corporate"
X Link 2026-01-23T09:01Z [----] followers, [---] engagements
"RT @Share_Talk: Trader's Caf Review #BulletinBoardHeroes: Thursday 22nd January [----] #FTSE100 #DAX #DOW #BTC #ETH #Gold #ALBA+10.53% #AXL"
X Link 2026-01-23T09:01Z [----] followers, [--] engagements
"RT @Share_Talk: @ZaksTradersCafe talks to Colin Bird Executive Chairman @KendrickRes as #KOD entered into a binding and exclusive option"
X Link 2026-01-23T09:02Z [----] followers, [--] engagements
"RT @Mayhem4Markets: Records are being broken all over the place. Here's another crazy one with the small caps having a [--] day outperformanc"
X Link 2026-01-23T09:02Z [----] followers, [--] engagements
"RT @TaviCosta: Another very significant decline in the dollar today. Markets are still underestimating how important this move is. A deci"
X Link 2026-01-23T09:02Z [----] followers, [---] engagements
"RT @BullsNBearsWA: Exploration company @Noronex2 is gearing up for maiden drilling at its Etango North #uranium project in Namibia lining"
X Link 2026-01-23T09:02Z [----] followers, [--] engagements
"RT @OTCMarkets: The [----] OTCQX Best [--] is out. The group spans [--] countries with market capitalizations ranging from $146M to $289B and ov"
X Link 2026-01-23T09:03Z [----] followers, [--] engagements
"RT @Serabi_Gold: Q4-2025 Production Record Annual Production Production Guidance Achieved & Operational Highlights 📈Quarterly gold produ"
X Link 2026-01-23T09:03Z [----] followers, [--] engagements
"RT @hinds_stuart: A fifth underground diamond drill rig was mobilised during the quarter. A decision has been made to add a sixth There w"
X Link 2026-01-23T09:04Z [----] followers, [--] engagements
"RT @Share_Talk: @UnicornM_Plc reported encouraging results from 3D gravity modelling at #UMR's Lisheen Project highlighting untested targe"
X Link 2026-01-23T09:04Z [----] followers, [--] engagements
"RT @ACFER01: Audit reform - it is a critical issue. Why the UK government is less concerned with effective auditing than it is with making"
X Link 2026-01-23T09:05Z [----] followers, [--] engagements
"RT @ACFER01: $LIFT - it seems [--] directors that may not be actual directors right at this point that have overseen investments that prima fa"
X Link 2026-01-23T09:05Z [----] followers, [--] engagements
"RT @ACFER01: Labour donor leaves to recharge after EA investment.see more @stockmarkit"
X Link 2026-01-23T09:05Z [----] followers, [--] engagements
"RT @ACFER01: @Albaminerals $ALBA.L. Good market needs more understanding of plans leadership financing and delivery"
X Link 2026-01-23T09:05Z [----] followers, [--] engagements
"RT @ACFER01: Nigel Farage - Sorry did we read defining economic illiteracy We did not realise Farage or indeed Reform have any mathematica"
X Link 2026-01-23T09:05Z [----] followers, [--] engagements
"RT @ACFER01: ACFMorningMeeting - Critical Intel - supply shortages caused $INTC to miss 1Q top end revs expectaions hit middle of range p"
X Link 2026-01-23T09:13Z [----] followers, [--] engagements
"Palantir $PLTR UK military contract - in which independent military scenario does it make sense to have a US tech company supply the UK military in the new reality of the European / US de-facto reality See more below @stockmark_it Palantir Secures Major Contract with British Military https://t.co/0mxj2BZKM4 https://t.co/CTYR3AHaEc Palantir Secures Major Contract with British Military https://t.co/0mxj2BZKM4 https://t.co/CTYR3AHaEc"
X Link 2026-01-26T09:47Z [----] followers, [---] engagements
"The history of debt going back to the 13th century (see manorial records and other data) is that the state inflates its share of debt away always and forever. We have not had the inflation attack that would re-adjust country balance sheets yet going back to the Great Financial Crash or Global Financial Crisis of [----] and we have had Covid since then too. Hold on tight because at some point it will come. See more @TaviCosta below. Ill repeat what Ive said before: This move in metals has real hyperinflation vibes. Its remarkable how little thats being discussed in the broader narrative."
X Link 2026-01-26T09:53Z [----] followers, [--] engagements
"RT @STEMCELLTech: With over [--] years of trusted performance EasySep delivers efficient column-free cell isolation you can rely on. Choos"
X Link 2026-01-26T10:04Z [----] followers, [--] engagements
"ACFMarketWrap: Markets stayed on edge as geopolitics flared againCanadas PM Mark Carney ruled out a China free trade deal after President Trump warned of 100% tariffs if Ottawa moved ahead keeping shutdown and Fed risks in play. In the US comms utilities and tech led while discretionary lagged ahead of a packed week of earnings and the Fed with chatter that a new Chair could be named. $AAPL +2.6% outperformed on a JPMorgan PT hike pre-earnings; $MSFT flat $META +1% $TSLA -2% and $NVDA -0.56% despite a fresh $2bn investment in $CRWV. Small caps popped as $USARE +21% after the Commerce Dept"
X Link 2026-01-26T17:38Z [----] followers, [---] engagements
"ACFMorningMeeting - Trump Triggers Free Trade Deal Behemoth - $AAPL +3% $AMD -3.2% but +1% in pre market. POTUS pressure crystallises EU+India free trade deal that had been stop start for [--] years. EU likely to double exports to India within [--] years in deal where both sides are dropping over 95% of tariff costs. Opens - EU mixed $PTL -ve $STOXX + $FTSE +ve. US ftrs $DJI -ve $GSPC +ve $IXIC +ve. Stocks - $MBAI +112% $NET +11% $AB +7.5% $CRWV +5.7%. Commods - $WIT $60.4 bbl GOLD ftrs $5115 GOLD spot $5085 t/oz. COPPER USd [---] lb. COCOA $4348 MT +3.5% this AM. Data focus - Australia NAB business"
X Link 2026-01-27T10:04Z [----] followers, [---] engagements
"RT @Share_Talk: @AustralianLtd Achilles keeps getting bigger and better $AGC 📈 Drilling now extends mineralisation 140m below the current"
X Link 2026-01-27T10:13Z [----] followers, [--] engagements
"Why is anyone surprised when the tax burden rises that jobs fall See more below @stockmark_it Jobseekers Face Tough Year as UK Vacancies Decline https://t.co/rcRDJ3mGMP https://t.co/zNE5Dp1HQQ Jobseekers Face Tough Year as UK Vacancies Decline https://t.co/rcRDJ3mGMP https://t.co/zNE5Dp1HQQ"
X Link 2026-01-27T10:14Z [----] followers, [---] engagements
"$5000 t/oz GOLD was inevitable based on momentum alone and the predictability of a Trump destabilisation not saying we know when just saying we know its coming and we don't have to wait more than a fortnight. ACFView. See more below at @stockmark_it Gold Surges Past $5000 Amid Trader Fears of Missing Out https://t.co/QEFdDMFWeK https://t.co/TKwgJRSO00 Gold Surges Past $5000 Amid Trader Fears of Missing Out https://t.co/QEFdDMFWeK https://t.co/TKwgJRSO00"
X Link 2026-01-27T10:16Z [----] followers, [---] engagements
"France to replace Zoom Teams et al De-globalisation is somewhat inevitable thanks to POTUS also the tide has been washing out. What is needed is a video conferencing European power house but not a 'MiniTel'.please. More below @stockmark_it France to Replace US Video Conferencing Tools with Domestic Alternative https://t.co/trVbKQIQxb https://t.co/hizorzsUgk France to Replace US Video Conferencing Tools with Domestic Alternative https://t.co/trVbKQIQxb https://t.co/hizorzsUgk"
X Link 2026-01-27T10:26Z [----] followers, [--] engagements
"RT @Mayhem4Markets: The spread between silver prices in Shanghai vs London is absolutely bonkers. 🤯"
X Link 2026-01-27T10:32Z [----] followers, [--] engagements
"RT @Mayhem4Markets: MAKE VOLATILITY GREAT AGA"
X Link 2026-01-27T10:32Z [----] followers, [--] engagements
"RT @TaviCosta: To sum up the week: Gold hit $5000/oz Silver moved above $100/oz The USD had its worst week in nine months EM equi"
X Link 2026-01-27T10:34Z [----] followers, [---] engagements
"#OPEC + #Non-Opec 1.8m bblpd output cut agreement is for [--] months and looks fragile. We est. US shale limits #oilprice upside to USD 55bbl"
X Link 2016-12-01T07:48Z [----] followers, [--] engagements
"#MotivationMonday Experian to acquire London fintech startup Clearscore in 275m deal In acquiring the startup Experian will be hoping to expand its services #FutureTech #Fintech #Finance #FutureofFinance @Experian #InformationServices #Ratings @London https://bit.ly/2qgvAfW https://bit.ly/2qgvAfW"
X Link 2018-04-09T15:46Z [----] followers, [--] engagements
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