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# ![@ChiefLiquidity Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1998649815358648320.png) @ChiefLiquidity Chief Liquidity Officer (CLO)

Chief Liquidity Officer (CLO) posts on X about $u, $zeta, $app, ai the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1998649815358648320/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1998649815358648320/c:line/m:interactions.svg)

- [--] Week [------] +80%
- [--] Month [------] -1.70%

### Mentions: [--] [#](/creator/twitter::1998649815358648320/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1998649815358648320/c:line/m:posts_active.svg)


### Followers: [------] [#](/creator/twitter::1998649815358648320/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1998649815358648320/c:line/m:followers.svg)

- [--] Week [---] +3.80%
- [--] Month [---] +17%

### CreatorRank: [---------] [#](/creator/twitter::1998649815358648320/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1998649815358648320/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [exchanges](/list/exchanges)  [gaming](/list/gaming) 

**Social topic influence**
[$u](/topic/$u) #55, [$zeta](/topic/$zeta), [$app](/topic/$app), [ai](/topic/ai), [breakout](/topic/breakout), [money](/topic/money), [$nbis](/topic/$nbis), [if you](/topic/if-you), [app](/topic/app), [liquidity](/topic/liquidity) #2195

**Top accounts mentioned or mentioned by**
[@mrderivatives](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@kalshi](/creator/undefined) [@zerohedge](/creator/undefined) [@barchart](/creator/undefined) [@elonmusk](/creator/undefined) [@grok](/creator/undefined) [@mikealfred](/creator/undefined) [@droidhustlerog](/creator/undefined) [@babyfolio](/creator/undefined) [@billackman](/creator/undefined) [@deitaone](/creator/undefined) [@investingcom](/creator/undefined) [@theroaringkitty](/creator/undefined) [@uber](/creator/undefined) [@wrabbit741](/creator/undefined) [@ownyourdatanow](/creator/undefined) [@andykonwinski](/creator/undefined) [@spaceinvestord](/creator/undefined) [@mrcryptoxwhale](/creator/undefined)

**Top assets mentioned**
[Unity Software Inc. (U)](/topic/$u) [ZetaChain (ZETA)](/topic/$zeta) [AppLovin Corporation (APP)](/topic/$app) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [Iris Energy Limited (IREN)](/topic/$iren) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Roblox Corp. (RBLX)](/topic/$rblx) [Tesla, Inc. (TSLA)](/topic/tesla) [RAI Finance (SOFI)](/topic/$sofi) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Adobe, Inc. (ADBE)](/topic/$adbe) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Snap, Inc. (SNAP)](/topic/$snap) [Alibaba Group (BABA)](/topic/$baba) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Tempus AI, Inc. (TEM)](/topic/$tem) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims)
### Top Social Posts
Top posts by engagements in the last [--] hours

"A new meta has arrived in the mobile ad tech space. πŸ“± $APP (AppLovin) started integrating e-commerce ads (expanding beyond gaming) and reportedly beat $GOOGL in market share this Black Friday. The Ripple Effect: E-commerce giants with deep pockets are entering the bidding war. πŸ’° This drives up CPMs (ad prices). Result: $APP's margins will expand even further. For $U (Unity):It's a double-edged sword. βš” If they crack the e-commerce code - Massive revenue boost. πŸš€ If they lag behind $APP (as always.) - Further market share loss. πŸ“‰ However the recent partnership with Walmart suggests they"  
[X Link](https://x.com/ChiefLiquidity/status/2000367747562426647)  2025-12-15T00:50Z [--] followers, [---] engagements


"$ZETA is teasing me"  
[X Link](https://x.com/ChiefLiquidity/status/2000384470021734500)  2025-12-15T01:56Z [--] followers, [---] engagements


"$LUNR We had a bit of a fallback to trendline. It kept the support no reason to be bearish 'yet' expecting to profit take in $15.3"  
[X Link](https://x.com/ChiefLiquidity/status/2000399280872489039)  2025-12-15T02:55Z [--] followers, [--] engagements


"Buy $NBIS get AVRIDE for FREE We agree on @Uber. A well articulated bull thesis on the key issues. We agree on @Uber. A well articulated bull thesis on the key issues"  
[X Link](https://x.com/ChiefLiquidity/status/2000556317476569223)  2025-12-15T13:19Z [--] followers, [---] engagements


"$ZETA failed to break resistance and going for lower trend line. Expecting to fall for another 3.2%. Triangular pattern doesn't pick a side until it breaks out. Remember better to crash hard than bleed slowly"  
[X Link](https://x.com/ChiefLiquidity/status/2000689899062579377)  2025-12-15T22:10Z [--] followers, [---] engagements


"$LUNR I bought LUNR cause not many people is talking about it on x and I wan't some exposure to space. Parked beautifully at the bottom of the channel. But gun to my head I say it breaks down. The market is too weak. "Please save me. πŸ™""  
[X Link](https://x.com/ChiefLiquidity/status/2000691329542611276)  2025-12-15T22:15Z [--] followers, [---] engagements


"$RKLB Rocket Lab bulls are you seriously worried about rocket lab Parked beautifully at bottom of channel. Market might be ugly but space is bright. Any stock that goes up 10% can go down 10% vice versa"  
[X Link](https://x.com/ChiefLiquidity/status/2000695587000217713)  2025-12-15T22:32Z [--] followers, [--] engagements


"$TSLA tesla being tesla. expecting to hit [---] as long as nothing fishy going on with the market"  
[X Link](https://x.com/ChiefLiquidity/status/2000697096358256772)  2025-12-15T22:38Z [--] followers, [--] engagements


"$ZETA $U $NBIS The Small-Cap Existential Dread: "What if Big Tech enters" It's a constant fear. That's why we must cling to key metrics (Market Share Rev Growth). As long as the numbers improve we hold the line. It is the fate of moths drawn to the flame of high returns. πŸ”₯ #Investing #SmallCaps #HighRiskHighReturn #Alpha"  
[X Link](https://x.com/ChiefLiquidity/status/2000717021030572535)  2025-12-15T23:58Z [--] followers, [---] engagements


""My strategy is simple: Form a Thesis then HODL until it plays out." πŸ’Ž My Thesis for $NBIS in 2026: Financials: ARR $7B with 20-30% EBIT margins. πŸ“Š Valuation: Avride & ClickHouse raise both the Floor (Safety) and the Ceiling (Upside). πŸ πŸš€ I am DCAing my paycheck every month. Give me one year. The results will speak for themselves. #Investing #Conviction #Nebius #AI #DCA"  
[X Link](https://x.com/ChiefLiquidity/status/2000792576388161649)  2025-12-16T04:58Z [--] followers, [---] engagements


"Touched that [----] level I mentioned in pre-market and bounced nicely. 🎯 $ZETA is a rare breed. It has real intrinsic value but isn't trading at a cracked valuation yet. Why isn't it expensive Because the market is still sleeping on it. When will they wake up Nobody knows. This is NOT the time for leverage. Be patient. Wait. #Zeta #Stocks #Investing #Patience $ZETA failed to break resistance and going for lower trend line. Expecting to fall for another 3.2%. Triangular pattern doesn't pick a side until it breaks out. Remember better to crash hard than bleed slowly. https://t.co/cMCk7mC5DJ"  
[X Link](https://x.com/ChiefLiquidity/status/2001055360816414894)  2025-12-16T22:22Z [--] followers, [---] engagements


"$LUNR Broke the channel as expected. Need patience with this one"  
[X Link](https://x.com/ChiefLiquidity/status/2001056539235545101)  2025-12-16T22:27Z [--] followers, [--] engagements


"$NBIS Descending triangle is not a good sign in textbook. But price fought back and ended higher than opening. Narratives are all bear in data center sector. $NBIS $IREN $CRWV Too much capex too much debt dc in space etc I didn't bought nebius for the narrative I bought it for revenue and subsidiary. Give it time and let it be"  
[X Link](https://x.com/ChiefLiquidity/status/2001058063835652596)  2025-12-16T22:33Z [--] followers, [---] engagements


"$Nexon $3659 Are you guys enjoying ARC Raiders πŸ”« If the game is good should we be buying Nexon stock"  
[X Link](https://x.com/ChiefLiquidity/status/2001138480873980370)  2025-12-17T03:52Z [--] followers, [--] engagements


"$WM Waste Management Alot of people are talking about this garbage company in X. This is channel I drew if anyone's interested. It hit the top channel. Now's not the time to buy. Wait until it breaks out and lands over 221"  
[X Link](https://x.com/ChiefLiquidity/status/2001181522443841544)  2025-12-17T06:43Z [--] followers, [--] engagements


"Weekly channel for $CRWV Boy I wanna be bullish. But right now it's hanging under the channel. Be patient"  
[X Link](https://x.com/ChiefLiquidity/status/2001187681267794090)  2025-12-17T07:08Z [--] followers, [--] engagements


"I know it's not a popular opinion but what if. We buy index fund"  
[X Link](https://x.com/ChiefLiquidity/status/2001376098190545137)  2025-12-17T19:37Z [--] followers, [--] engagements


"Investment Memo: What the $134B Databricks Valuation Means for $NBIS πŸ‚ [--]. Databricks vs. ClickHouse: The Difference Similarities: Both are titans of Big Data. They allow companies to store process and analyze massive datasets. The Difference: Databricks : It's perfect for heavy liftingETL data cleaning machine learning training and storing petabytes of raw data. It does everything but can be slower for instant queries. ClickHouse (The Speedster): A specialized "Real-Time OLAP." It is designed for sub-second query speeds. When you need to show analytics on a user-facing dashboard instantly"  
[X Link](https://x.com/ChiefLiquidity/status/2001402271297679532)  2025-12-17T21:21Z [--] followers, [---] engagements


"$ZETA Well well false breakout. Another -23% incoming"  
[X Link](https://x.com/ChiefLiquidity/status/2001414196659941662)  2025-12-17T22:08Z [--] followers, [---] engagements


"$RDDT Reddit is chad of all growthstock. Market's puking but reddit's going own it's own"  
[X Link](https://x.com/ChiefLiquidity/status/2001417615940505929)  2025-12-17T22:21Z [--] followers, [--] engagements


"$TEM Tempus ai broke [---] ma. Better hit [--] asap before volume stacks"  
[X Link](https://x.com/ChiefLiquidity/status/2001417923362197667)  2025-12-17T22:23Z [---] followers, [---] engagements


"$HIMS It failed to hold the channel bottom and went under 20ma just like [----] other stocks. FinX is talking about this stock a lot recently. Make up your mind. Are you in it for the short squeeze Or are you in for intrinsic value"  
[X Link](https://x.com/ChiefLiquidity/status/2001418955467207118)  2025-12-17T22:27Z [--] followers, [---] engagements


"$LUNR At least it held(vaguely) 20ma. Space is overall volatile sector but this one is beyond that. Very Risky stock"  
[X Link](https://x.com/ChiefLiquidity/status/2001419408439415151)  2025-12-17T22:29Z [--] followers, [---] engagements


"CoreWeave has 42% chance of default in [--] years. Really guys"  
[X Link](https://x.com/ChiefLiquidity/status/2001428062739796297)  2025-12-17T23:03Z [--] followers, [--] engagements


"https://www.forbes.com/sites/petercohan/2025/12/16/coreweave-oracle-stocks-plunge-as-generative-ai-bubble-deflates/ https://www.forbes.com/sites/petercohan/2025/12/16/coreweave-oracle-stocks-plunge-as-generative-ai-bubble-deflates/"  
[X Link](https://x.com/ChiefLiquidity/status/2001428095362851054)  2025-12-17T23:03Z [--] followers, [--] engagements


"Everyone is blaming the Oracle CDS blowout for the AI crash. πŸ“‰ But remember: CDS is just a tradable product. It obeys the laws of Supply and Demand. When everyone rushes to buy protection at the same time the price spikes. It's simple mechanics. Unless there is a massive systemic risk known only to institutions (and hidden from us) this is not a crisis. It is just Volatility. πŸŒͺ"  
[X Link](https://x.com/ChiefLiquidity/status/2001430671907275115)  2025-12-17T23:13Z [--] followers, [--] engagements


"Satan Rally coming to town"  
[X Link](https://x.com/ChiefLiquidity/status/2001471481126277624)  2025-12-18T01:56Z [--] followers, [--] engagements


"@WRabbit741 Added more calls on 20ma. U really strong in this choppy market"  
[X Link](https://x.com/ChiefLiquidity/status/2001485710726189211)  2025-12-18T02:52Z [--] followers, [--] engagements


"Dont believe everything you see on the internet. Most turns out flat lies AlphaTON is lying. This is not true. Public heads up to CEO Brittany Kaiser/@OwnYourDataNow you do not have permission to use my trademarks to defraud your investors. AlphaTON is lying. This is not true. Public heads up to CEO Brittany Kaiser/@OwnYourDataNow you do not have permission to use my trademarks to defraud your investors"  
[X Link](https://x.com/ChiefLiquidity/status/2001552575620149576)  2025-12-18T07:18Z [--] followers, [--] engagements


"@andykonwinski aI iS a BuBbLe"  
[X Link](https://x.com/ChiefLiquidity/status/2001553950483657037)  2025-12-18T07:23Z [--] followers, [--] engagements


"@elonmusk @grok is this true"  
[X Link](https://x.com/ChiefLiquidity/status/2001554399790010437)  2025-12-18T07:25Z [--] followers, [--] engagements


"@Kalshi Rigged"  
[X Link](https://x.com/ChiefLiquidity/status/2001647160421650546)  2025-12-18T13:34Z [--] followers, [---] engagements


""The Korean Won (KRW) is down 40% compared to [--] years ago." πŸ“‰ That means a massive FX discount for foreign capital. Is this the golden opportunity to load up on Samsung and Hynix Or is it a value trap πŸ€” #Samsung #Hynix #Memory #Forex #Investing"  
[X Link](https://x.com/ChiefLiquidity/status/2001706526843732203)  2025-12-18T17:30Z [--] followers, [--] engagements


"$ZETA zeta global holdings. We need all the pump we could get. Bounced from 150ma closed under 20ma But 20ma don't really matter for this one. Massive pump as long as we can get over [----] which I strongly believe it will"  
[X Link](https://x.com/ChiefLiquidity/status/2001783326169047497)  2025-12-18T22:35Z [--] followers, [--] engagements


"$GRAB Closed under the channel sign of bull trap. Be patient. No time to get greedy yet"  
[X Link](https://x.com/ChiefLiquidity/status/2001783553701613985)  2025-12-18T22:36Z [--] followers, [--] engagements


"$RDDT reddit Almost hit the top channel. It usually means 50/50 at this point but given that we completely went through thick layer of ichi-moku I'd say 65:35. Risk/Reward is not worth it at this point"  
[X Link](https://x.com/ChiefLiquidity/status/2001784121195163693)  2025-12-18T22:38Z [--] followers, [--] engagements


"$TEM We're almost there guys. Terrible place to loss cut. $60.4 per share's a nice entry point but gun to my head I'd just wait for rebound than enter"  
[X Link](https://x.com/ChiefLiquidity/status/2001784653297152242)  2025-12-18T22:40Z [--] followers, [---] engagements


"$HIMS Could got past the channel. But we did had a false drop last month. I'd loss cut at 33"  
[X Link](https://x.com/ChiefLiquidity/status/2001785098195341379)  2025-12-18T22:42Z [--] followers, [---] engagements


"@mikealfred Shouldn't you ask if I even have a million"  
[X Link](https://x.com/ChiefLiquidity/status/2001787625884278890)  2025-12-18T22:52Z [--] followers, [----] engagements


"@SpaceInvestor_D That explainsthe pump"  
[X Link](https://x.com/ChiefLiquidity/status/2001788295760818646)  2025-12-18T22:54Z [--] followers, [--] engagements


"$LUNR Rebounce at 20ma closed right under 50ma. You know what that means Algo at its finest. But price pumped 5% in after market after the new institution's of of 20$ was announced. Nice entry point if you ask me. I wouldn't wanna miss the space hype"  
[X Link](https://x.com/ChiefLiquidity/status/2001799627608330735)  2025-12-18T23:39Z [--] followers, [---] engagements


"@zerohedge Nike isn't 'Cool' anymore"  
[X Link](https://x.com/ChiefLiquidity/status/2001801375026680174)  2025-12-18T23:46Z [--] followers, [---] engagements


"$U RK tweeting is Alpha for traders but a Nightmare for long-term investors. 😱 Biggest fear Once $U gets branded as a "Meme Stock" and the order flow gets wrecked by volatility. there is no going back. It stays a Meme forever. Might as well take easy 200% profit and never look back. #Unity #Investing #RoaringKitty #MemeStock"  
[X Link](https://x.com/ChiefLiquidity/status/2001810745265393681)  2025-12-19T00:24Z [--] followers, [---] engagements


"@DroidHustlerOG So you're not selling even after rk actually tweet"  
[X Link](https://x.com/ChiefLiquidity/status/2001828965145833736)  2025-12-19T01:36Z [--] followers, [--] engagements


"@babyfolio Crazy undervalued setbacked by crazy company like oracle and coreweave"  
[X Link](https://x.com/ChiefLiquidity/status/2001921847814951398)  2025-12-19T07:45Z [--] followers, [---] engagements


"Remember when ppl said sell Palantir because of this Peak fear if you ask me"  
[X Link](https://x.com/ChiefLiquidity/status/2001922799125041563)  2025-12-19T07:49Z [--] followers, [--] engagements


"@Kalshi Thats coin I wanna invest"  
[X Link](https://x.com/ChiefLiquidity/status/2001985565647147009)  2025-12-19T11:58Z [--] followers, [--] engagements


"$NBIS It reminds me when $APP tried to acquire $U. Whole different story if acquirer is google. Top [--] Tech Predictions for [----] πŸΏπŸ‚πŸ†πŸ”₯πŸ‘‡πŸ“± https://t.co/ckEEJCyUuT Top [--] Tech Predictions for [----] πŸΏπŸ‚πŸ†πŸ”₯πŸ‘‡πŸ“± https://t.co/ckEEJCyUuT"  
[X Link](https://x.com/ChiefLiquidity/status/2002001158643286247)  2025-12-19T13:00Z [--] followers, [---] engagements


"@Mrcryptoxwhale Buy beef to beat inflation"  
[X Link](https://x.com/ChiefLiquidity/status/2002006985466855930)  2025-12-19T13:23Z [--] followers, [--] engagements


"For anyone whos not familiar with bear market THIS is bear market"  
[X Link](https://x.com/ChiefLiquidity/status/2002011425397715169)  2025-12-19T13:41Z [--] followers, [--] engagements


"Even buying it after 15% pump youll be getting it cheap than the most lol"  
[X Link](https://x.com/ChiefLiquidity/status/2002151716159172736)  2025-12-19T22:59Z [--] followers, [--] engagements


"$ZETA Zeta global holdings. Biggest loser of todays port even though it pumped 0.64%. Higher lows - Check Prepare for blast off"  
[X Link](https://x.com/ChiefLiquidity/status/2002161663106273284)  2025-12-19T23:38Z [--] followers, [---] engagements


"$GRAB Still closed under the channel. Strong resistence there"  
[X Link](https://x.com/ChiefLiquidity/status/2002161827015504257)  2025-12-19T23:39Z [--] followers, [--] engagements


"$RDDT Had a quiet run after crazy run [---] - 230"  
[X Link](https://x.com/ChiefLiquidity/status/2002162367036338572)  2025-12-19T23:41Z [--] followers, [--] engagements


"$TEM Didn't touched the $60.4 I said before. Well those thing always happen. Still a nice entry point"  
[X Link](https://x.com/ChiefLiquidity/status/2002162784868708588)  2025-12-19T23:43Z [--] followers, [---] engagements


"$HIMS [----] pump don't mean much if it can't breakout from channel. Still a bull trap YET"  
[X Link](https://x.com/ChiefLiquidity/status/2002163043019727140)  2025-12-19T23:44Z [--] followers, [---] engagements


"$LUNR Hero of the day. Stock surged 37%. My Jan call surged MASSIVE 390%. Should've add more when it opened over the trendline. Buying small amount of calls ($12k $200 if you're just starting) of these volatile stock is nice way to get exposure without too much risk. You don't wanna miss the space hype in 26"  
[X Link](https://x.com/ChiefLiquidity/status/2002164167109980228)  2025-12-19T23:48Z [--] followers, [---] engagements


"$NBIS I put both daily and weekly chart. As you can see both daily and weekly chart ended over the trendline. Buying after 15% pump might sound crazy but what's more crazy is you'll be getting cheaper than the most even in this price. My TA Hierarchy is simple (it may change time to time) Trendlines Channels = Moving Averages (MAs) Price action comes first. Indicators are just lagging confirmation. Might be adding more nebx at this point"  
[X Link](https://x.com/ChiefLiquidity/status/2002165211667771842)  2025-12-19T23:52Z [--] followers, [---] engagements


"@RKLBMan +37% lunr. Highest ROI ever on a single ticker single day"  
[X Link](https://x.com/ChiefLiquidity/status/2002276999176597559)  2025-12-20T07:16Z [--] followers, [---] engagements


"@DividendGrowth @HeroDividend Give it a day or two. It'll return to flat"  
[X Link](https://x.com/ChiefLiquidity/status/2002283321108410755)  2025-12-20T07:41Z [--] followers, [---] engagements


"$ZETA Reason why I can't let go of zeta even though my other stocks(unity nbis lunr etc) having a massive run is this juicy 19% Green bar at q3 earning call. Massive pump in earning call is one of the easiest bull signal you can catch. Not giving up on this one as long as it keeps the trendline"  
[X Link](https://x.com/ChiefLiquidity/status/2002319966973186204)  2025-12-20T10:07Z [--] followers, [---] engagements


"Let's talk about Oracle. Why did Oracle's CDS spike to 139bp while the stock is flying πŸ€” A tale of two markets: Equity Market: Sees $523B RPO (+438% YoY) and screams "Growth" πŸš€ Credit Market: Sees the bill for that growth and screams "Risk" ⚠ Here is the structural mismatch that Equity investors are missing. πŸ‘‡ [--]. The Cash Flow Gap:RPO is a promise of future money. Capex is cash leaving the door NOW. Operating Cash Flow: $22B Capex: $355B FCF: -$13.2B (Negative) [--]. The Hidden Debt:$248B in Lease Obligations. It's not on the Balance Sheet yet but it's economic reality. It's a massive fixed"  
[X Link](https://x.com/ChiefLiquidity/status/2002366101280469492)  2025-12-20T13:10Z [--] followers, [--] engagements


"Weekend Thought: We are cursed to view everything through a ticker symbol. Let's look at $YOU. Your Assets: Time & Money.Your Metric: ROI. The quiet solo dev making millions Deep Value / Undervalued Gem. πŸ’Ž The skill-less loudmouth making millions (Yeah him) Meme Stock / Vaporware. 🀑 The salaryman with a happy family and Big Tech portfolio A Solid Blue Chip. πŸ›‘ So the ultimate question: If you were a stock would you buy shares of yourself right now"  
[X Link](https://x.com/ChiefLiquidity/status/2002423754396176834)  2025-12-20T17:00Z [--] followers, [--] engagements


"Let's talk about space. πŸ›°πŸš€πŸ‘½πŸ›Έβ˜„ In the 70s skeptics said personal computers were "too expensive" and "useless for homes". Today bears say the same about Commercial Space. The Reality Check: The Pivot: Space is no longer a government playground. It is shifting to a commercial backbone. The Cost Curve: Just as bandwidth costs collapsed for the internet launch costs are collapsing for space. This is the catalyst for a totally new P&L. The Cycle: Technology Implementation Cost Reduction Explosion of Downstream Industries. We are looking at the same adoption curve that Electricity Autos and the"  
[X Link](https://x.com/ChiefLiquidity/status/2002472824951222622)  2025-12-20T20:15Z [--] followers, [--] engagements


"Let's talk about $U aka Unity Part [--] This thesis made me invest in unity heavily ever since [----] q1. Stop calling Unity ($U) just a "Game Engine." That is like calling Meta just a "Website." πŸ›‘ To understand the bull case for Unity in [----] you have to look past the editor and look at the Data War against AppLovin ($APP). A deep dive into the turnaround thesis. πŸ§΅πŸ‘‡ [--]. The Misconception: Most see $U as a tool for making games. CEO Matthew Bromberg sees it as a Platform: "The only company covering the entire lifecycle (Dev - Launch - Grow)." The goal isn't just to build the game but to sell it."  
[X Link](https://x.com/ChiefLiquidity/status/2002514349290815623)  2025-12-20T23:00Z [--] followers, [---] engagements


"πŸ“Š [----] Korean Game User Survey Interesting piece of finding whoever working in the gaming industry or investing in gaming related industry( $U $TTWO $KRAFTON $SHIPTUP etc.) should read. [--]. The Bubble has Burst: The percentage of Koreans playing games has dropped to 50.2%. This is a sharp -9.7%p crash compared to last year. The "Covid Boost" is officially over. The bubble is gone. [--]. Where did they go (Flight to Quality) The details are more interesting than the total number. Mobile: 89.1% (-2.6%p) Users are leaving. PC: 58.1% (+4.3%p) Users are returning. Console: 28.6% (+1.9%p) Steady"  
[X Link](https://x.com/ChiefLiquidity/status/2002535844239102031)  2025-12-21T00:25Z [--] followers, [---] engagements


"Let's talk about GOLD $GLD [--]. People believe Gold holds absolute intrinsic value. [--]. But coldly speaking Gold is inedible and its industrial utility is far below Iron or Copper. [--]. In Thomas More's Utopia Gold is described as a vulgar metal used only for chamber pots or slave chains. [--]. In Goethe's Faust the Devil creates 'Paper Money' backed by Gold buried underground to deceive the masses. [--]. Therefore Gold's value is not utility but a belief system rooted in our DNA and social consensus"  
[X Link](https://x.com/ChiefLiquidity/status/2002547529267998721)  2025-12-21T01:11Z [--] followers, [---] engagements


"6. There were brothers who challenged this system with that belief and got destroyed. [--]. The "Hunt Brothers" oil tycoons of the 1970s. [--]. As the Dollar weakened they started cornering the Silver market to hedge against inflation. [--]. They bought not just physical silver but massive amounts of Futures pumping the price by 1500%. [--]. Institutions holding Short positions couldn't deliver the silver and faced bankruptcy"  
[X Link](https://x.com/ChiefLiquidity/status/2002547532044644491)  2025-12-21T01:11Z [--] followers, [--] engagements


"@Kalshi Why am I not surprised"  
[X Link](https://x.com/ChiefLiquidity/status/2002747364843630920)  2025-12-21T14:25Z [--] followers, [--] engagements


"@zerohedge Inflation is temporary famous last words"  
[X Link](https://x.com/ChiefLiquidity/status/2002747541851607070)  2025-12-21T14:26Z [--] followers, [---] engagements


"@ArkkDaily Oh my god. Deflation is worse than inflation. Only thing worse than that is stagflation"  
[X Link](https://x.com/ChiefLiquidity/status/2002749213969666488)  2025-12-21T14:33Z [--] followers, [----] engagements


"SK Hynix the global leader in AI memory has launched a snack called "HBM Chips" at 7-Eleven in Korea. Yes I'm dead serious https://news.skhynix.co.kr/hbm-chips-launching/ https://news.skhynix.co.kr/hbm-chips-launching/"  
[X Link](https://x.com/ChiefLiquidity/status/2002771043510046810)  2025-12-21T16:00Z [--] followers, [--] engagements


"Why I picked Nebius ($NBIS) over Iris Energy ($IREN). 🧠 Currently the Algos treat them as twins. They pump together and dump together. Real decoupling won't happen until [----]. The Dilemma: $IREN: Low-cost Power & Pure HW Capacity. (Bet on Hyperscalers winning) $NBIS: Full-Stack Software + Cloud. (Bet on AI Startups booming) Frankly even experts don't know who wins this war yet. πŸ€·β™‚ The Deciding Factor: "The Floor" πŸ›‘ My edge on Nebius is the Sum-of-the-Parts (SOTP) valuation. They hold massive stakes in unicorns like Avride (Autonomous Driving) and ClickHouse (DBMS). Even if the GPU cloud"  
[X Link](https://x.com/ChiefLiquidity/status/2002884286957998321)  2025-12-21T23:30Z [--] followers, [---] engagements


"@Vivek4real_ He's too bearish"  
[X Link](https://x.com/ChiefLiquidity/status/2002902155926331611)  2025-12-22T00:41Z [--] followers, [---] engagements


"@BillAckman @Hertz Calling $NBIS 'just miner' gives me instant doubt on credibility"  
[X Link](https://x.com/ChiefLiquidity/status/2002902962163859896)  2025-12-22T00:44Z [--] followers, [---] engagements


"Fun fact. Oxford Word of the Year for [----] is "rage bait." FYI: Word of the Year for [----] was "brain rot." 🧠 2024: Brainrot 🀬 2025: Ragebait Irony is stunning"  
[X Link](https://x.com/ChiefLiquidity/status/2002948349578936745)  2025-12-22T03:44Z [--] followers, [--] engagements


"While retail investors wait for press releases potential MASSIVE footprint expansion for Nebius ( $NBIS ) spotted on PeeringDB. [--] New Locations appearing: Helsinki (Digita & Elisa) Amsterdam (Equinix AM7) Frankfurt (Equinix FR5) Philadelphia (Netrality) Silence is loud. Execution is louder. πŸ‘‡ The US Entry: Philadelphia (Netrality) is the smoking gun. This confirms they are not just an EU story. They are entering the biggest AI market in the world. Tier [--] Hubs: Equinix FR5/AM7 are the hearts of European connectivity. This isn't a test; this is institutional-grade scaling. Low Latency: You"  
[X Link](https://x.com/ChiefLiquidity/status/2003034136018391104)  2025-12-22T09:25Z [---] followers, [---] engagements


"@DeItaone Gold isnt a hedge against inflation anymore. Its form of greed"  
[X Link](https://x.com/ChiefLiquidity/status/2003075011964539164)  2025-12-22T12:07Z [--] followers, [---] engagements


"7. The Great Decoupling. [--]. Copper used to track China's GDP (55% of demand). [--]. China's economy is flatlining yet Copper refuses to drop. [--]. The driver has shifted from Real Estate to AI & Data Centers. [--]. A single Data Center needs [--] tons of copper per MW. [--]. Microsoft's Chicago facility alone swallowed [----] tons. AI is thirsty for power and power needs Copper"  
[X Link](https://x.com/ChiefLiquidity/status/2003080219301933404)  2025-12-22T12:28Z [--] followers, [--] engagements


"13. Physics doesn't care about your recession. [--]. EV = 5x more copper than ICE cars. [--]. 155mm Artillery Shells = Copper casings. [--]. Green Energy Grid = Copper cables. [--]. You can print fiat currency to buy Gold. You cannot print Copper to build the future"  
[X Link](https://x.com/ChiefLiquidity/status/2003080227585749296)  2025-12-22T12:28Z [--] followers, [--] engagements


"@DeItaone Just like photos from Epstein files lmao"  
[X Link](https://x.com/ChiefLiquidity/status/2003096650836009302)  2025-12-22T13:33Z [--] followers, [---] engagements


"$LUNR Intuitive Machines False breakdown on premarket. But boy he's on fire. Break out of channel with big beautiful green bar. Some of you might be scare 'Should I sell' Well you gotta learn to fight that fear. It's not late to sell after momentum dies. Let's see if it breaks out one more channel which is $17.3 line. Than we talk. https://twitter.com/i/web/status/2003229387316207862 https://twitter.com/i/web/status/2003229387316207862"  
[X Link](https://x.com/ChiefLiquidity/status/2003229387316207862)  2025-12-22T22:21Z [---] followers, [---] engagements


"🧡 Thread: The Santa Rally is Mathematically Imminent [--]. The market has been dead since September. 😴 Choppy price action. Zero trend. Boring box range. [--]. Most are calling it quits for the year. Wrong. According to the data the real party is just about to start. Here is the breakdown πŸ‘‡"  
[X Link](https://x.com/ChiefLiquidity/status/2003301610953540064)  2025-12-23T03:08Z [--] followers, [--] engagements


"5. In Japan retail investors who manage household savings are famously called "Mrs. Watanabe." [--]. Since the 1990s they have moved massive capital across borders to escape Japan's zero interest rates. [--]. But Mrs. Watanabe isn't alone. Global hedge funds play this game too. [--]. Money naturally flows to where rates are high. This created a massive short position on the Yen"  
[X Link](https://x.com/ChiefLiquidity/status/2003437458088952092)  2025-12-23T12:08Z [--] followers, [--] engagements


"9. Periodically this trade unwinds violently. Look at [----]. [--]. The Asian Financial Crisis hit and Russia declared a Moratorium (default). [--]. Shocked global funds panicked and rushed to "Safe Assets" (US Dollar & Japanese Yen). [--]. Funds bought back Yen aggressively to repay loans (Deleveraging). [--]. The Yen skyrocketed 13% in just [--] days and USDJPY collapsed from [---] to [---] in two months"  
[X Link](https://x.com/ChiefLiquidity/status/2003437488829006088)  2025-12-23T12:08Z [--] followers, [--] engagements


"$ZETA Daily TA Zeta actually closed green today. I'm really surprised since Russell fell -0.69%. Didn't get past the [--] and 50ma but it's attempt #4. Keep knocking. The door will open"  
[X Link](https://x.com/ChiefLiquidity/status/2003595940603789631)  2025-12-23T22:37Z [--] followers, [---] engagements


"$LUNR Intuitive Machines Daily TA When price breaks out of channel outcome is usually [--]. Intense buying momentum(Gap up) moves the price to second channel [--]. Price consolidates and touch the bottom of the channel than go up. Lunr did both. Gapped down (-8%) touched the channel bottom than crazy rebound. This thing just don't wanna go down. https://twitter.com/i/web/status/2003597917777723902 https://twitter.com/i/web/status/2003597917777723902"  
[X Link](https://x.com/ChiefLiquidity/status/2003597917777723902)  2025-12-23T22:45Z [---] followers, [---] engagements


"$NBIS Nebius Daily TA Couldn't get past the 100ma price closed under 20ma. This shows you don't need to get too greedy when buying nbis. Stock this volatile always gives you nice entry before it moons"  
[X Link](https://x.com/ChiefLiquidity/status/2003598767786983729)  2025-12-23T22:49Z [--] followers, [---] engagements


"So. When does Bitcoin actually go up 🧡 [--]. Gold is at ATH. Equities are ripping. But Bitcoin [--]. X screaming "Why isn't it moving" [--]. Is the cycle over No. The ownership is just changing hands. Here is the truth. πŸ‘‡"  
[X Link](https://x.com/ChiefLiquidity/status/2003790027239940543)  2025-12-24T11:29Z [--] followers, [--] engagements


"4. Look at the Realized Price. It keeps grinding up. [--]. Price is flat but the network's cost basis is rising. [--]. This means "Paper Hands" are selling and "Diamond Hands" are buying at these levels"  
[X Link](https://x.com/ChiefLiquidity/status/2003790035548840245)  2025-12-24T11:29Z [--] followers, [--] engagements


"7. The "OG Whales" are exiting. [--]. They hate the ETFs. They hate the institutionalization. 9.They are dumping their coins to BlackRock. [--]. This is a feature not a bug. The shareholder base is upgrading to Wall Street"  
[X Link](https://x.com/ChiefLiquidity/status/2003790043589341351)  2025-12-24T11:29Z [--] followers, [--] engagements


"11. Mining cost is now $78k. [--]. Physics dictates the floor. If we drop below this miners shut off = supply shock. [--]. Downside is capped by energy costs. [--]. BRICS is bidding Gold. [--]. The US is standardizing Bitcoin as the counter-hedge. [--]. We are waiting for the "Sovereign Bid" to officially start"  
[X Link](https://x.com/ChiefLiquidity/status/2003790052317630653)  2025-12-24T11:29Z [--] followers, [--] engagements


"17. The chop ends when the hand-off is complete. [--]. Retail patience is running out. That is usually the bottom signal. [--]. Don't get shaken out by the boredom. Boredom is where the Alpha is. $BTC $GLD #Bitcoin #Crypto"  
[X Link](https://x.com/ChiefLiquidity/status/2003790060882374684)  2025-12-24T11:29Z [--] followers, [--] engagements


"@aleabitoreddit @pepemoonboy @RJCcapital @DeepValueBagger @moninvestor @babyfolio @amitisinvesting 100k zero 0dte gameover"  
[X Link](https://x.com/ChiefLiquidity/status/2003988865556893825)  2025-12-25T00:39Z [--] followers, [---] engagements


"$ZETA Daily TA 12/24 Massive pump. Hammered at trendline closed over 100ma. Very bullish move. Nice entry point with loss cut at -2%. I myself added little March call. It's been touching that trendline for way too long. This time is different"  
[X Link](https://x.com/ChiefLiquidity/status/2003992502807023701)  2025-12-25T00:53Z [--] followers, [---] engagements


"Touched Upper channel than rejected. I strongly recommend split sale at this point. Since other leader like $RKLK $PL haven't touched the channel yet expected to move sideways a bit"  
[X Link](https://x.com/ChiefLiquidity/status/2003994690144837695)  2025-12-25T01:02Z [---] followers, [---] engagements


"$NBIS Nebius Daily TA 12/24 Nothing in particular. Nice little pump. It's gonna take more than TA to blast through [-----] line. Nebius is very stingy with announcement. We might have to wait for q4 earnings"  
[X Link](https://x.com/ChiefLiquidity/status/2003995935920247131)  2025-12-25T01:07Z [--] followers, [---] engagements


"$NVO Novo Nordisk A/S (ADR) Daily TA 12/24 Left is weekly right is daily char. $NVO had a massive run in covid era. Of course it's all 'return to mean' now. Short term it'll touch $55 line. Few more room to run"  
[X Link](https://x.com/ChiefLiquidity/status/2004039698411671651)  2025-12-25T04:01Z [---] followers, [---] engagements


"4. Swing Don't Marry. This is the most critical part. 5.Don't "Diamond Hand" this like it's $NVDA. [--]. Trade it. Buy the flush sell the rip. Take profits on spikes (3-5%) re-enter on dips. Be agile. [--]. Play the seasonality cash out and move on. $ZETA #AdTech #Russell2000 #Stocks"  
[X Link](https://x.com/ChiefLiquidity/status/2004152656852668537)  2025-12-25T11:30Z [--] followers, [---] engagements


"@Mr_Derivatives Buy and Hodl"  
[X Link](https://x.com/ChiefLiquidity/status/2004166466049118571)  2025-12-25T12:24Z [--] followers, [---] engagements


"@cryptorover Whale = balance with more than 1k BTC"  
[X Link](https://x.com/ChiefLiquidity/status/2004185589093105965)  2025-12-25T13:40Z [--] followers, [--] engagements


"@Kalshi What will the price be in [--] years"  
[X Link](https://x.com/ChiefLiquidity/status/2004186359284834569)  2025-12-25T13:43Z [--] followers, [--] engagements


"@Investingcom Someone's gotta be the 'exit liquidity'"  
[X Link](https://x.com/ChiefLiquidity/status/2004196559261782065)  2025-12-25T14:24Z [--] followers, [--] engagements


"@Mr_Derivatives Surprising to see cyclicals flooding the leaderboard"  
[X Link](https://x.com/ChiefLiquidity/status/2004310661082632638)  2025-12-25T21:57Z [--] followers, [--] engagements


"@zerohedge It won't hold value as well as the Bulls claim but it certainly won't be the trash the Bears predict"  
[X Link](https://x.com/ChiefLiquidity/status/2004311556017082385)  2025-12-25T22:01Z [--] followers, [---] engagements


"@Mr_Derivatives Don't be afraid to be my exit liquidity. Lmao"  
[X Link](https://x.com/ChiefLiquidity/status/2004312472266985778)  2025-12-25T22:05Z [--] followers, [----] engagements


"@mikealfred WW3 incoming in 2030"  
[X Link](https://x.com/ChiefLiquidity/status/2004316179029283311)  2025-12-25T22:19Z [--] followers, [---] engagements


"5. Silver is NOT just 'Money'.It is the most conductive element on Earth. [--]. In WWII the US used [-----] tons of Silver for the Manhattan Project because Copper wasn't good enough. [--]. The Solar Upgrade Supercycle: Solar tech is shifting from PERC - HJT (High Efficiency). [--]. This is the kicker: PERC uses 10mg of silver per watt. HJT uses 22mg. [--]. Thats Double the Demand per panel. Green Energy = Silver Squeeze. [--]. Today AI Data Centers EVs and 5G require speed. They need Silver. [--]. Silver is an industrial necessity not just a shiny rock"  
[X Link](https://x.com/ChiefLiquidity/status/2004320971369730205)  2025-12-25T22:38Z [--] followers, [--] engagements


"12. Demand Growth: +4% / year Supply Growth: +2% / year [--]. We aren't finding new mega-mines. [--]. At this rate economically viable reserves run dry in [--] years. Scarce + High Demand = Mega rip. [--]. China is the Whale. [--]. China is pushing "The New Three" (EVs Batteries Solar). [--]. Their stimulus isn't just printing money; it's building infrastructure. Infrastructure eats Silver for breakfast. [--]. While Gold sits in a vault Silver gets consumed. Gone forever. [--]. We are witnessing an "Olympic Medal Rally" (Gold Silver Copper). But Silver has the highest beta. $SLV $GLD $SI_F #SilverSqueeze"  
[X Link](https://x.com/ChiefLiquidity/status/2004320974595047545)  2025-12-25T22:38Z [--] followers, [--] engagements


"@Mr_Derivatives He's farming engagement. Desperate attempt to earn a bread"  
[X Link](https://x.com/ChiefLiquidity/status/2004334511203799323)  2025-12-25T23:32Z [--] followers, [---] engagements


"The "Hardware Shell" Thesis: Why Legacy Auto is Dead ( $TSLA ) 🧡 [--]. Stop looking at EV sales numbers. You are missing the point. [--]. The real war is over. Tesla already won. [--]. Legacy Auto (Toyota Hyundai VW) is about to become what Dell is to Microsoft. [--]. Just "Hardware Shells" for Elon's software. [--]. Here is the math that proves they cannot catch up. πŸ‘‡"  
[X Link](https://x.com/ChiefLiquidity/status/2004511932972421346)  2025-12-26T11:17Z [---] followers, [--] engagements


"6. To replicate Tesla's [--] billion km of real-world driving data [--]. It would cost roughly $75 Billion . [--]. That is [--] years of Hyundai's total net profit. Or their entire equity capital. [--]. Tesla built this database while getting paid by customers. [--]. Legacy auto has to pay for it out of pocket. They literally cannot afford to compete. https://twitter.com/i/web/status/2004511941155528757 https://twitter.com/i/web/status/2004511941155528757"  
[X Link](https://x.com/ChiefLiquidity/status/2004511941155528757)  2025-12-26T11:17Z [---] followers, [--] engagements


"$LUNR Intuitive Machines Daily TA 12/26 Closed right over than channel bottom as if it were rigged. I don't know man but this is the reason I draw lines that look like children's doodle. Loss cut at -5% So not a very r/r position to go all in but like 10% of expected amount. https://twitter.com/i/web/status/2004697374351061319 https://twitter.com/i/web/status/2004697374351061319"  
[X Link](https://x.com/ChiefLiquidity/status/2004697374351061319)  2025-12-26T23:34Z [---] followers, [--] engagements


"The more time I spend in the market the more I realize this truth: Small-Cap Growth stocks ALWAYS give you a second chance. They are volatile beasts. The dip is inevitable. If you must chase the All-Time High Fine. But you better have your fingers on the Stop-Loss button. Discipline beats FOMO. Every time. https://twitter.com/i/web/status/2005288881386672212 https://twitter.com/i/web/status/2005288881386672212"  
[X Link](https://x.com/ChiefLiquidity/status/2005288881386672212)  2025-12-28T14:45Z [--] followers, [--] engagements


"Meet the Hunt Brothers. Inherited $5B in 1974.Decided to corner the global Silver market. They bought 1/3 of the world's supply pumping Silver from $6 - $50. They were gods. Until the Exchange decided they weren't"  
[X Link](https://x.com/ChiefLiquidity/status/2006139294767857714)  2025-12-30T23:04Z [--] followers, [--] engagements


"Jan [--] 1980.COMEX (The Exchange) changed the rules overnight. Margin requirements skyrocketed. Buy orders limited. It was a forced liquidation event. Silver crashed from $50 - $10 in two months. The Hunts lost billions. They went from "Market Makers" to bankrupt in [--] days. https://twitter.com/i/web/status/2006139303144087848 https://twitter.com/i/web/status/2006139303144087848"  
[X Link](https://x.com/ChiefLiquidity/status/2006139303144087848)  2025-12-30T23:04Z [--] followers, [--] engagements


"@Mr_Derivatives high r/r betting indeed"  
[X Link](https://x.com/ChiefLiquidity/status/2006252920132747764)  2025-12-31T06:35Z [--] followers, [---] engagements


"$ZETA Daily TA 12/30 Showed strong +3% green bar at the start but got hammered at long trendline. Trimmed of half of my Jan calls. I'll wait to see if it breaks out this week. Very Bullish"  
[X Link](https://x.com/ChiefLiquidity/status/2006254963803185548)  2025-12-31T06:43Z [--] followers, [---] engagements


"@Mr_Derivatives His analytical skills are on par with Jim Cramer's"  
[X Link](https://x.com/ChiefLiquidity/status/2006261153228546210)  2025-12-31T07:08Z [--] followers, [----] engagements


"@TheLongInvest Volatility = Risk Volatility == Alpha"  
[X Link](https://x.com/ChiefLiquidity/status/2006262460832199131)  2025-12-31T07:13Z [--] followers, [---] engagements


"$ZETA Daily TA 12/31 I hoped for gap up and break out of trendline but we got rejected. Supported at 5ma so I'm still bullish. If it breaks down I'm selling all my Jan calls. Low volume + moderate dump"  
[X Link](https://x.com/ChiefLiquidity/status/2006514422374871508)  2025-12-31T23:54Z [--] followers, [---] engagements


"$GRAB Stock we should be watch closely TA-wise. Grab is almost at the bottom trendline Nice place for quick +3% profit take -2% loss cut"  
[X Link](https://x.com/ChiefLiquidity/status/2006515345557959009)  2025-12-31T23:58Z [--] followers, [--] engagements


"The [----] H1 Crypto & Macro Log Jan 4: The "Zombie" coins woke up. $BTG pumped 200% out of nowhere. Jan 18: Trump launched his official Meme Coin. It went from $0.20 - $80 in hours. Top [--] market cap in one day. The White House is now a meme factory. Jan 20: Melania joined the party. "First Lady Coin" pumped 20000%. Politics officially became a pump-and-dump scheme. Feb 2: The Reality Check. Trump dropped the "Tariff Bomb." Crypto crashed 20% but the Kimchi Premium hit 16%. We were panic-selling while Koreans were panic-buying. https://twitter.com/i/web/status/2006518245944410392"  
[X Link](https://x.com/ChiefLiquidity/status/2006518245944410392)  2026-01-01T00:10Z [---] followers, [--] engagements


"Mar 3: Trump tweeted support for $XRP $ADA and $SOL. Ada pumped 70%. The President is literally the new Market Maker. Mar 26: Binance went to war with Hyperliquid. Hyperliquid survived by delisting Jelly but their reputation got cooked. Apr 3: Tariff Panic hits the stock market. Nasdaq dumped 3% Tesla -6%. The trade war fears returned. Apr 10: Pivot Trump delayed tariffs for [--] countries. Markets ripped higher. We are just dancing to one man's mood swings. πŸ‚"  
[X Link](https://x.com/ChiefLiquidity/status/2006518249014624295)  2026-01-01T00:10Z [--] followers, [---] engagements


"Apr 20: The "Infinite Money" Glitch. Bitget had a bot error that inflated profits. They froze accounts and rolled back data [--] hours. Imagine winning the lottery and then getting the ticket torn up. Apr 30: One last kiss from the dead. $ALPACA pumped 40x right before delisting. Jun 3: Musk vs. Trump. Elon criticized policies Trump threatened to cut subsidies. They fought then hugged it out. Volatility followed their egos. Jun 13: The "12-Day War" begins between Iran and Israel. Markets tanked then Trump mediated a ceasefire by late June. https://twitter.com/i/web/status/2006518252172882157"  
[X Link](https://x.com/ChiefLiquidity/status/2006518252172882157)  2026-01-01T00:10Z [--] followers, [--] engagements


"Oct 11: The Great Liquidation. $20 Billion wiped out in a single day. Worse than FTX or Covid. A 30B KRW whale got zeroed instantly. The bloodbath of the century. 🩸 Oct 22: Another Rug Pull on Binance. At this point it's a feature not a bug. πŸ€·β™‚ Oct 30: Geopolitical Overload. US-China Summit KR Nuclear Sub approval and a KR-US Alliance meeting all in one day. Macro traders had a stroke. 🌏 Nov 3: $UXLINK delisted. The "Insider Wallet" got liquidated on a long position. Karma strikes fast. βš– https://twitter.com/i/web/status/2006685814802231303"  
[X Link](https://x.com/ChiefLiquidity/status/2006685814802231303)  2026-01-01T11:15Z [---] followers, [--] engagements


"Nov 10: Man vs. Machine. The "Crypto AI Trading Battle" ends with everyone in the red. AI can't predict this clown market either. πŸ€–πŸ“‰ Nov 23: A famous Porn Star buys $50M worth of Solana. Top signal or mass adoption You decide. πŸ†πŸ’¦ Nov 27: Upbit Hack. [----] Billion KRW stolen. Not your keys not your coins. πŸ”“ Dec 12: Do Kwon gets [--] Years in prison. The Terra nightmare finally has an ending. β›“ https://twitter.com/i/web/status/2006685823320879311 https://twitter.com/i/web/status/2006685823320879311"  
[X Link](https://x.com/ChiefLiquidity/status/2006685823320879311)  2026-01-01T11:15Z [---] followers, [---] engagements


"The harsh truth. Sorry to the copium addicts calling for $200. This will hurt. πŸ€• Stop comparing Unity ( $U ) to AppLovin ( $APP ). If you do you are either financially illiterate or a grifter. The Gap is undeniable: - Bloat: Unity has [----] employees. AppLovin has [----]. - Cash Flow: Unity is still bleeding red. AppLovin is a cash printer. (I know it's because of sbc and amortization. But that's what we see on the paper) - Velocity: Unity just pivoted to growth (Q3 '25). AppLovin has been compounding 40-50% YoY in its sleep. Unity is a "Turnaround." AppLovin is a "Rocket." Know the difference."  
[X Link](https://x.com/ChiefLiquidity/status/2006852587266650267)  2026-01-01T22:18Z [---] followers, [---] engagements


"Now you might mistake me for bear at this point but no I'm bullish than ever. No copium (maybe some) just data. Here's my theory. Lets do a reverse-dcf model valuation. This valuation assumes the "Best Case" scenario. 🎯 It assumes Unity avoids the graveyard and matures into a standard software monopoly like Adobe ($ADBE) or Autodesk ($ADSK). The "Mature SaaS" Assumptions πŸ— - Profitability: 20% Net Margin (Standard for big tech). - Cash Flow: 100% FCF Conversion (No more cash burn). - Multiple: 25x P/FCF (Premium but realistic). - Discount: 10% (Standard WACC). Result and explanation"  
[X Link](https://x.com/ChiefLiquidity/status/2006852596024381865)  2026-01-01T22:18Z [--] followers, [--] engagements


"To justify end price of [----] ($44.15) Unity need to grow 14.93% yoy revenue growth or 13.17% yoy fcf growth. Which is certainly doable. Unity did 5% revenue growth yoy and 90%() fcf growth yoy on [----] q3. These 90% growth was possible because of restructuring (layoff) and unlikely to happen again. Let's put target price of $60 19.29% yoy revenue growth or 17.47% yoy fcf growth. Still viable. What if $200 37.24% yoy revenue growth or 35.14% yoy fcf growth. Now that's copium to the max https://twitter.com/i/web/status/2006852605008642318 https://twitter.com/i/web/status/2006852605008642318"  
[X Link](https://x.com/ChiefLiquidity/status/2006852605008642318)  2026-01-01T22:18Z [--] followers, [---] engagements


"The Bottom Line: Why I'm Following the Whales πŸ‹ [--]. My Target Price isn't Static πŸ“‰ My Reverse DCF model breathes with YoY growth. Right now the math says $60. But here is the kicker: If Unity manages to grow Ad revenue by 20% quarterly my price target moves up 20% quarterly right along with it. Its a dynamic trade not a "set and forget." [--]. The "Harvest" Phase 🌾 I see Unity like a Cloud giant that just finished building its massive data centers. The heavy lifting (Capex) is done. The Engine infrastructure is established. Now Its time to stop building and start harvesting the cash. [--]. The"  
[X Link](https://x.com/ChiefLiquidity/status/2006852614303183257)  2026-01-01T22:18Z [--] followers, [---] engagements


"@Mr_Derivatives How in the world those people had 50m in the first place"  
[X Link](https://x.com/ChiefLiquidity/status/2006865993428250976)  2026-01-01T23:11Z [--] followers, [----] engagements


"@Mr_Derivatives could've been $55k if they hadn't followed lol"  
[X Link](https://x.com/ChiefLiquidity/status/2006867292697800829)  2026-01-01T23:17Z [--] followers, [---] engagements


"@AdamBLiv Saylor's genius 'safe' 11% Bitcoin yield. Boomers get paid monthly to fund the next BTC pump"  
[X Link](https://x.com/ChiefLiquidity/status/2006885230414803072)  2026-01-02T00:28Z [--] followers, [---] engagements


"@BrianFeroldi But people who drive Rolls Royce is always richer"  
[X Link](https://x.com/ChiefLiquidity/status/2006886205456298286)  2026-01-02T00:32Z [--] followers, [--] engagements


"@Cointelegraph XRP Army got everything in [----] except the one thing. Actual gains"  
[X Link](https://x.com/ChiefLiquidity/status/2006886352063967710)  2026-01-02T00:32Z [--] followers, [---] engagements


"@elerianm @nytimes Nasdaq +21% China $1T surplus US booming despite tariffs. Or just the biggest bubble ever Popcorn ready"  
[X Link](https://x.com/ChiefLiquidity/status/2006956647135195278)  2026-01-02T05:12Z [--] followers, [--] engagements


"@elonmusk Why make rocket when you can run day care center"  
[X Link](https://x.com/ChiefLiquidity/status/2006962927530815578)  2026-01-02T05:37Z [--] followers, [--] engagements


"Remember Nov [--] [----] Silver was breaking ATH. Suddenly CME's data center "overheated" and trading halted for [--] hours. The official story: "Cooling system failure." The real vibe: "Protect the Shorts." That halt caused a panic buy frenzy (+6.6% in a day). Now they are using margin hikes to cool it down manually. Coincidence I don't believe in coincidences in finance"  
[X Link](https://x.com/ChiefLiquidity/status/2007045977841279114)  2026-01-02T11:07Z [---] followers, [--] engagements


"Never forget who owns the casino. CME Group is a private company listed on Nasdaq. Top shareholders: BlackRock (9%) Vanguard (8%). They are not a public utility. They are a for-profit business. There are always rumors about them squeezing prices on expiry days to maximize institutional profit. Whether its true or not their recent behavioraggressive repeated hikesis incredibly suspicious. https://twitter.com/i/web/status/2007045986489876762 https://twitter.com/i/web/status/2007045986489876762"  
[X Link](https://x.com/ChiefLiquidity/status/2007045986489876762)  2026-01-02T11:07Z [---] followers, [--] engagements


"Verdict:The "Silver War" is real. The Exchange (CME) is fighting the Market (Bulls) and they have the ultimate weapon: The Rulebook. Actionable: Don't use high leverage: They will hunt you. Expect volatility: Early [----] will be a bloodbath of margin calls. Watch the level: If Silver stabilizes despite these hikes the physical shortage is real. But for now Step aside and let the whales fight. $SI_F $SLV https://twitter.com/i/web/status/2007045996623388920 https://twitter.com/i/web/status/2007045996623388920"  
[X Link](https://x.com/ChiefLiquidity/status/2007045996623388920)  2026-01-02T11:07Z [---] followers, [--] engagements


"@Investingcom WWE"  
[X Link](https://x.com/ChiefLiquidity/status/2007063754312388767)  2026-01-02T12:17Z [--] followers, [---] engagements


"@Coinvo I'll buy when rate cut cycle ends. Too risky to enter right now"  
[X Link](https://x.com/ChiefLiquidity/status/2007068502788862387)  2026-01-02T12:36Z [--] followers, [---] engagements


"@aleabitoreddit You wrote $RGTI twice. That's how much you hate those lmao"  
[X Link](https://x.com/ChiefLiquidity/status/2007072031389675915)  2026-01-02T12:50Z [---] followers, [---] engagements


"@JamesEastonUK @grok does Whale Wallets holding over [----] $BTC have meaningful relationship with price"  
[X Link](https://x.com/ChiefLiquidity/status/2007076459106701821)  2026-01-02T13:08Z [--] followers, [---] engagements


"$NKE Nike TA. Blue chip stock isn't my favorite. I prefer stock with more volatility. But Nike is a nice place to enter with all the big shot buying the dip (e.g. Tim Cook) Reminds me when Buffett bought United Health ( $UNH) Might buy 75$ March call myself"  
[X Link](https://x.com/ChiefLiquidity/status/2007081947504296195)  2026-01-02T13:30Z [---] followers, [---] engagements


"Why is Bitcoin ( $BTC) dumping 🩸 Simple. The revolution is being sold for parts. We are witnessing the death of 'Decentralization' and the birth of 'Institutionalization.' The Whales (OGs) see the writing on the wall. They are unloading their bags because Bitcoin is no longer a movement; it's just another regulated asset for the suits. Ask yourself a hard question: Are you buying $BTC because you actually distrust the Central Banks Or are you just here to get rich The Whales know the answer. That's why they are selling to you. https://twitter.com/i/web/status/2007119701864796203"  
[X Link](https://x.com/ChiefLiquidity/status/2007119701864796203)  2026-01-02T16:00Z [--] followers, [--] engagements


"Do You Hate Money πŸ’° If not don't miss this chance. The Nike ( $NKE) Boardroom just sent a $4.5M signal. When the CEO and Tim Cook start loading the boat you stop scrolling and pay attention. The December Shopping List: Tim Cook (Director): +$2.95M (50k shares) Elliott Hill (CEO): +$1.00M (16k shares) Robert Swan: +$500k Am I the only one who's bullish https://twitter.com/i/web/status/2007157444070518817 https://twitter.com/i/web/status/2007157444070518817"  
[X Link](https://x.com/ChiefLiquidity/status/2007157444070518817)  2026-01-02T18:30Z [--] followers, [--] engagements


"Am I the only one to think this is a nice entry point to buy $RBLX"  
[X Link](https://x.com/ChiefLiquidity/status/2007210296667160849)  2026-01-02T22:00Z [---] followers, [--] engagements


"$ZETA Daily TA 1/3 Many screamed zeta's most prominent ten bagger in [----]. Zeta's just started new year by giving the finger to retail. That's zeta for you. If you can't take the volatility go buy $SPY. Failed to hold 5ma. My thesis was price gonna bounce back at 5ma but it didn't. I got it wrong and that happens. What matters is what you do next. Rolled out all my Jan calls yesterday. I'm not letting theta decay without confident price direction https://twitter.com/i/web/status/2007226342199439750 https://twitter.com/i/web/status/2007226342199439750"  
[X Link](https://x.com/ChiefLiquidity/status/2007226342199439750)  2026-01-02T23:03Z [--] followers, [--] engagements


"$NBIS Nebius Daily TA 1/2 My boy nebius never fails to surprise me. Rejected at trendline. I know it's hard but just wait until Monday for now. If it gap-up it's time to go in heavy"  
[X Link](https://x.com/ChiefLiquidity/status/2007229730727309651)  2026-01-02T23:17Z [--] followers, [---] engagements


"$RDDT Reddit. Stock to want to watch closely It hit both trendline + channel top. This is a strong resistance line. But if it actually manages to breakout short term price action will be explosive"  
[X Link](https://x.com/ChiefLiquidity/status/2007230586906391001)  2026-01-02T23:20Z [--] followers, [--] engagements


"Silver is the New Rare Earth. China Pulled the Trigger. πŸ”« Stop treating Silver ( $SLV) like "Gold's poor little brother." As of Jan [--] [----] it is officially a Strategic Weapon. China just applied the "Rare Earth Playbook" to Silver. Export controls βœ… State-approved lists βœ… Panic in the West βœ… This isn't a trade war. It's a resource hostage situation. πŸ‘‡ https://twitter.com/i/web/status/2007232108927107415 https://twitter.com/i/web/status/2007232108927107415"  
[X Link](https://x.com/ChiefLiquidity/status/2007232108927107415)  2026-01-02T23:26Z [---] followers, [---] engagements


"Why Silver Because of China's "Holy Trinity" industries: EVs πŸš— + Solar β˜€ + Lithium πŸ”‹ Xi Jinping calls this "High-Quality Development." You can't build any of this without Silver. The Move: Oct '25: Export controls announced. Dec '25: Only [--] state-vetted companies allowed to export. Jan '26: Full licensing system active. China realized they are shipping out the "blood" of their future industries. So they applied a tourniquet. https://twitter.com/i/web/status/2007232119320576112 https://twitter.com/i/web/status/2007232119320576112"  
[X Link](https://x.com/ChiefLiquidity/status/2007232119320576112)  2026-01-02T23:26Z [---] followers, [--] engagements


"$IREN Iris Energy TA Something in this world are just obvious Iren broke out. Next target is $53. Just sit back and relax. [----] looks promising for data centers"  
[X Link](https://x.com/ChiefLiquidity/status/2007238057981071503)  2026-01-02T23:50Z [---] followers, [---] engagements


"@ZeroHedge_ We call them exit liquidity"  
[X Link](https://x.com/ChiefLiquidity/status/2007256452533235917)  2026-01-03T01:03Z [--] followers, [--] engagements


"@PolymarketMoney His net north dropped because he DONATED TO CHARITY He is the true alpha male"  
[X Link](https://x.com/ChiefLiquidity/status/2007262114977882535)  2026-01-03T01:25Z [--] followers, [----] engagements


"@Barchart Top of a bubble is imminent"  
[X Link](https://x.com/ChiefLiquidity/status/2007321021599359467)  2026-01-03T05:20Z [--] followers, [---] engagements


"Using Unity and vibe coding I've replicated the tap trading. Pure dopamine. Zero scams. Zero financial loss. Who wants in yea were cooked. https://t.co/dsvALid54h yea were cooked. https://t.co/dsvALid54h"  
[X Link](https://x.com/ChiefLiquidity/status/2007328319231201395)  2026-01-03T05:49Z [--] followers, [--] engagements


"Why Venezuela Trump didn't just wake up and decide to invade. Maduro handed him the gun. The [----] General Election was a total sham. Voter Turnout: A pathetic 12% (Opposition Boycott). Result: Ruling party claimed 82% of seats. Context: This follows the stolen [----] Presidential Election where exit polls showed the opposition winning 65-31. Trump waited for the perfect moment where Maduro had Zero Legitimacy. The "Dictator" label is now official. The moral license to strike is secured. βœ…"  
[X Link](https://x.com/ChiefLiquidity/status/2007398073811804356)  2026-01-03T10:26Z [--] followers, [---] engagements


"Why now Look at the map. Venezuela was trying to annex 2/3 of Guyana (the Essequibo region). Why Because Guyana hit the oil jackpot (1M barrels/day by 2025). The biggest shareholder of that oil ExxonMobil"  
[X Link](https://x.com/ChiefLiquidity/status/2007398076810772751)  2026-01-03T10:26Z [--] followers, [--] engagements


"Love him or hate him Trump is a Media Genius. 🧠 Last week his approval (38%) was bleeding out due to the Epstein document leaks. The narrative was completely out of control. So what did he do He flipped the table. He launched a historic raid to capture a "Narco-Dictator." Overnight the headlines shifted from "Domestic Scandal" to "Military Victory." He didn't just distract the media; he hijacked it. https://twitter.com/i/web/status/2007398080015159582 https://twitter.com/i/web/status/2007398080015159582"  
[X Link](https://x.com/ChiefLiquidity/status/2007398080015159582)  2026-01-03T10:26Z [--] followers, [--] engagements


"9. Why IPPs (Independent Power Producers) [--]. Math is simple: Costs are fixed (Solar/Wind installed). Revenue (Electricity Price) doubles in [--] years. Net Margin doesn't just double; it 10x's. [--]. When the grid is desperate the guy with the power plant names the price. [--]. Watch the Renewable IPPs with existing capacity"  
[X Link](https://x.com/ChiefLiquidity/status/2007464530742522137)  2026-01-03T14:50Z [---] followers, [--] engagements


"13. Nvidia GPUs are power-hungry beasts. As residential bills skyrocket Regulation will hammer inefficiencies. [--]. The new moat isn't just "Speed." It is "Performance per Watt." Apple (ARM) has led this. Low-Power Memory & NPU makers are the next targets. [--]. Efficiency is no longer "Green." It is Survival. https://twitter.com/i/web/status/2007464534949384618 https://twitter.com/i/web/status/2007464534949384618"  
[X Link](https://x.com/ChiefLiquidity/status/2007464534949384618)  2026-01-03T14:50Z [---] followers, [--] engagements


"Why They FailedπŸ“‰ The oil industry requires constant maintenance and CapEx. Venezuela stopped spending on it. After nationalizing the industry and kicking out US majors they handed the keys to bureaucrats. The Purge: When state-run projects failed officials were investigated and jailed. The Paralysis: Fear took over. Bureaucrats stopped taking risks or making decisions to avoid prison. Exploration and maintenance ground to a halt"  
[X Link](https://x.com/ChiefLiquidity/status/2007602330829762966)  2026-01-03T23:57Z [--] followers, [---] engagements


"The Physics Problem: Sludge vs. Oil βš— Venezuelas oil is "Extra-Heavy Crude." It is sticky high in sulfur and chemically closer to asphalt or Bunker C fuel. Logistics: Its so thick it clogs pipelines unless mixed with "Light Oil" (diluents) to make it flow. Cost: Refining it requires high-tech facilities to remove sulfur. This drives production costs up to $70/barrel compared to Saudi Arabia's $10/barrel. The Strategic Fix (The Perfect Marriage) Venezuela relies on oil for 90% of its revenue. To survive they need high oil pricesbut Trump wants low prices. Here is the solution:"  
[X Link](https://x.com/ChiefLiquidity/status/2007602333660893256)  2026-01-03T23:57Z [--] followers, [----] engagements


"@Kalshi For the 67th time"  
[X Link](https://x.com/ChiefLiquidity/status/2007604956749279368)  2026-01-04T00:08Z [--] followers, [--] engagements


"Dont put too much faith in FinX that doesnt include Samsung and SK hynix in their must watch ai stock"  
[X Link](https://x.com/ChiefLiquidity/status/2007760468098871553)  2026-01-04T10:26Z [--] followers, [--] engagements


"@WhaleInsider Who's drooling over that gold Hint: its not Venezuela"  
[X Link](https://x.com/ChiefLiquidity/status/2007761851485171866)  2026-01-04T10:31Z [--] followers, [---] engagements


"@bestplayeratlas 2021: $DOGE 2026: $NUNU $ZAZU 2036: $asdfregwa"  
[X Link](https://x.com/ChiefLiquidity/status/2007780508000997850)  2026-01-04T11:45Z [--] followers, [--] engagements


"@zerohedge EU is dying. Market crash always begin in unexpected place"  
[X Link](https://x.com/ChiefLiquidity/status/2007784312469651950)  2026-01-04T12:00Z [--] followers, [---] engagements


"@BillAckman At least theyre getting paid. Most of X guys do it for free"  
[X Link](https://x.com/ChiefLiquidity/status/2007797700692263205)  2026-01-04T12:54Z [--] followers, [--] engagements


"@elonmusk Say that fast three times xai xai xai"  
[X Link](https://x.com/ChiefLiquidity/status/2007817320518054393)  2026-01-04T14:12Z [---] followers, [---] engagements


"Thanks to Vibe Coding we are entering a new era: More people selling shovels than people digging for gold"  
[X Link](https://x.com/ChiefLiquidity/status/2007880960390680803)  2026-01-04T18:25Z [--] followers, [--] engagements


"$U q4 earning on 1/29 $ZETA q4 earning on 2/19 (according to The last time they reported earnings they ripped +18% and +19% respectively. Just saying. πŸ€·β™‚ http://investing.com http://investing.com"  
[X Link](https://x.com/ChiefLiquidity/status/2008011137204592672)  2026-01-05T03:02Z [---] followers, [---] engagements


"I'm diving deep into $ZETA research right now. I'll share useful findings here whenever I organize them"  
[X Link](https://x.com/ChiefLiquidity/status/2008037092535009498)  2026-01-05T04:45Z [---] followers, [---] engagements


"Samsung Electronics up 7% It's already up 14.68% yoy"  
[X Link](https://x.com/ChiefLiquidity/status/2008042897200050667)  2026-01-05T05:08Z [---] followers, [--] engagements


"Been watching $U since [----] and watched every single earnings call. I know the story inside out the potential is massive but so are the risks. Short version: Reality: Massive long-term upside (AI tools runtime non-gaming verticals). but current performance Fairly valued just wait until [----] re-acceleration kicks in. Bears still yelling "dead money perpetual loser" bro it's FCF positive now (record $151M in Q3 alone 20%+ trailing margins). Bulls screaming "10x undervalued genius play" chill it's finally printing cash but still GAAP-lossy and growth isn't exploding yet. Reality check: Huge"  
[X Link](https://x.com/ChiefLiquidity/status/2008190751977718272)  2026-01-05T14:56Z [---] followers, [---] engagements


"Morgan Stanley just dropped some absolute gold on trading psychology. (aka Probabilities and Payoffs) tldr [--]. Position Sizing is King: It matters more than your entry. [--]. Ride the Trend: Long-term trend following pays the bills. [--]. Cut Losers Fast: Master the art of the stop-loss. [--]. Stay Flexible: The market changes so should you. [--]. Kill Your Ego: Overconfidence is the account killer. [--]. Compound It: Aim for steady growth not instant riches. [--]. Zero Bias: Trade what you see not what you think. [--]. Don't Swing for the Fences: Consistency beats "Home Runs" every time."  
[X Link](https://x.com/ChiefLiquidity/status/2008228500889829736)  2026-01-05T17:26Z [---] followers, [--] engagements


"Just went through full $ZETA Q3 [----] earnings call Q&A The juiciest secrets are always buried in the Q&A Questions mostly focused on "Okay [--] guide looks tasty. Reasoning" (Q3 [--] [--] [--] 20) - We felt because of the Marigold deal . we were going to grow organically 20% again into next year from a top-line perspective. - By starting our guide at 21% year-over-year . we feel like we've left even some conservatism there. The pipeline says a lot. - Our confidence level is very very high based on where the record pipeline is what's coming out of Zeta Live. - We're seeing much larger contracts from"  
[X Link](https://x.com/ChiefLiquidity/status/2008248130022846938)  2026-01-05T18:44Z [---] followers, [---] engagements


"$ZETA Daily TA 1/5 +8.84% MASSIVE pump on regular trading hours After CES "+20%" We broke through trendline and testing top channel which is $23.8. But don't get fooled by after hour pump. It's low volume high volatility and usually ends in rug pool. Wait til market open. Nice timing to take profit on short dated calls. Do not get greedy. https://twitter.com/i/web/status/2008306908470587788 https://twitter.com/i/web/status/2008306908470587788"  
[X Link](https://x.com/ChiefLiquidity/status/2008306908470587788)  2026-01-05T22:37Z [---] followers, [---] engagements


"@Mr_Derivatives probably and most likely yes. Yen carry trade is not over"  
[X Link](https://x.com/ChiefLiquidity/status/2008378402085236763)  2026-01-06T03:21Z [---] followers, [----] engagements


"@Mr_Derivatives for anyone interested in details https://x.com/ChiefLiquidity/status/2008380491305807953s=20 https://x.com/ChiefLiquidity/status/2008380491305807953s=20"  
[X Link](https://x.com/ChiefLiquidity/status/2008380586453262818)  2026-01-06T03:30Z [---] followers, [----] engagements


"Yen carry trade is not over ⚠ The IMF believes that once the yield on the 10-year Japanese Government Bond (JGB) hits 1% investors will start preferring domestic bonds over riskier foreign investments. Currently the 10-year JGB yield has already surpassed 2%. By the IMFs standards we are well past the threshold where a "Yen Carry Trade unwind" should be happening. However while the IMF watches the 10-year yield Japanese life insurersthe real whales typically focus on the 30-year yield. The consensus is that if the 30-year JGB yield exceeds 2% these insurers will favor safe domestic bonds over"  
[X Link](https://x.com/ChiefLiquidity/status/2008381221957718410)  2026-01-06T03:32Z [---] followers, [----] engagements


"He wants autonomous driving to succeed. He wants tesla to succeed He wants hyundai to succeed He wants toyoda to succeed etc. He want as many competition there is BREAKING: Elon Musk says he genuinely wants NVIDIA to succeed with its self driving video and autonomous driving technology. This is what true friends do. Wishing success even when competing at the highest level. Innovation wins when everyone pushes forward. https://t.co/0UXNHTkeWR BREAKING: Elon Musk says he genuinely wants NVIDIA to succeed with its self driving video and autonomous driving technology. This is what true friends"  
[X Link](https://x.com/ChiefLiquidity/status/2008406020653986036)  2026-01-06T05:11Z [---] followers, [---] engagements


"@Mr_Derivatives We all know where this is going"  
[X Link](https://x.com/ChiefLiquidity/status/2008406366030033325)  2026-01-06T05:12Z [---] followers, [---] engagements


"@cb_doge But I want Will Smith eating sphagetti"  
[X Link](https://x.com/ChiefLiquidity/status/2008441964975583429)  2026-01-06T07:34Z [---] followers, [--] engagements


"Doing a deep dive on $ZETA based on their latest financials & earnings call πŸ“Š Late [----] had some real concerns (mirage growth cash collection mess losses piling up insane SBC). Fast forward to Q3 [----] most of those red flags are turning green πŸš€ Let's break it down point by point. πŸ‘‡ The "Mirage" of Growth (Gross vs Net Revenue) Risk (late 2024): Revenue looked juicy but COGS was exploding faster (44% vs 33% growth) felt like low-quality pass-through media spend. Status (Q3'25): Much healthier. Total revenue +26% YoY to $337M Cost of Revenue also +26% (from $106M $133M). Growth is now"  
[X Link](https://x.com/ChiefLiquidity/status/2008496493574189312)  2026-01-06T11:10Z [---] followers, [---] engagements


"2. Cash Collection Issues (Accounts Receivable) Biggest red flag back then: [----] A/R [----] quarterly revenue (100%) booking sales but cash not coming in. Classic worry. Q3'25 update: Big improvement. Revenue $337M A/R down to $272M ratio 80%. Still elevated but way better relative to scale. Collections are improving as they grow. Green light here"  
[X Link](https://x.com/ChiefLiquidity/status/2008496501497168245)  2026-01-06T11:10Z [---] followers, [--] engagements


"3. Profitability & Efficiency Concern: Growing fast but bleeding money quarter after quarter business model viability in question. Now: On the doorstep of GAAP profitability. Net loss shrunk from $17.4M just $3.6M this quarter. Adjusted EBITDA margin expanded to 23.2% (up big YoY). Expenses under control while scaling huge win. https://twitter.com/i/web/status/2008496509743157493 https://twitter.com/i/web/status/2008496509743157493"  
[X Link](https://x.com/ChiefLiquidity/status/2008496509743157493)  2026-01-06T11:10Z [---] followers, [--] engagements


"@wallstengine very bullish for Doosan Enerbility"  
[X Link](https://x.com/ChiefLiquidity/status/2008515249851560095)  2026-01-06T12:25Z [---] followers, [--] engagements


"While IMF favor [--] year bond Japanese life insurers(the real whales) typically focus on the 30-year yield. That's why we need to look out for [--] year bond. https://x.com/ChiefLiquidity/status/2008381221957718410s=20 *JAPAN 30-YEAR BOND YIELD RISES TO 3.50% HIGHEST LEVEL ON RECORD https://t.co/amE2iu4GtV https://x.com/ChiefLiquidity/status/2008381221957718410s=20 *JAPAN 30-YEAR BOND YIELD RISES TO 3.50% HIGHEST LEVEL ON RECORD https://t.co/amE2iu4GtV"  
[X Link](https://x.com/ChiefLiquidity/status/2008515789557821782)  2026-01-06T12:27Z [---] followers, [--] engagements


"@SJosephBurns I'm a kind of guy who buys roughly in the middle of that upward climb"  
[X Link](https://x.com/ChiefLiquidity/status/2008517679167205682)  2026-01-06T12:35Z [---] followers, [--] engagements


"@NoLimitGains IMF looks at [--] year real whale looks at [--] year https://x.com/ChiefLiquidity/status/2008381221957718410s=20 Yen carry trade is not over ⚠ The IMF believes that once the yield on the 10-year Japanese Government Bond (JGB) hits 1% investors will start preferring domestic bonds over riskier foreign investments. Currently the 10-year JGB yield has already surpassed 2%. By the IMFs https://t.co/DY8xBlATMn https://x.com/ChiefLiquidity/status/2008381221957718410s=20 Yen carry trade is not over ⚠ The IMF believes that once the yield on the 10-year Japanese Government Bond (JGB) hits 1%"  
[X Link](https://x.com/ChiefLiquidity/status/2008518487149605217)  2026-01-06T12:38Z [---] followers, [---] engagements


"$ZETA Daily TA 1/6 Left is hourly right is daily We won guys. I'd kept all my March calls if we gap up over $23.8 But unfortunately it didn't. Only 3.8% to go for reaching [--] week high. Stock that reached new high follows channel. Channel top is $29.5. There could be some sell off at $26.6 (25 Feb high) We just have to adapt/react on the fly I sold half my march calls. I'll buy them maybe in $21-ish line. Don't get greedy. If you've been watching the price action all last year $ZETA's a demon. https://twitter.com/i/web/status/2008661942957994086"  
[X Link](https://x.com/ChiefLiquidity/status/2008661942957994086)  2026-01-06T22:08Z [---] followers, [--] engagements


"$SNAP Quick TA Solid breakout. Added a position today 1st target price is $10.5 We'll see"  
[X Link](https://x.com/ChiefLiquidity/status/2008672921846452446)  2026-01-06T22:51Z [---] followers, [---] engagements


"$GRAB TA [---] Started a position in grab too. solid breakout. gonna add more if we hit the second trendline and fall"  
[X Link](https://x.com/ChiefLiquidity/status/2008674673949815150)  2026-01-06T22:58Z [---] followers, [--] engagements


"$U $APP KRAFTON etc game sector overall had a horrible start in [----] $U: +3% $APP: -8.2% KRAFTON: -5% Only nexon seemed to survied to purge all for wrong reason. (Space X come on)"  
[X Link](https://x.com/ChiefLiquidity/status/2008694414525558966)  2026-01-07T00:17Z [---] followers, [--] engagements


"You wanna a stock that Repurchased 30% of shares in [--] years More than half of its market cap is cash. and EVERYONE forgot about Meet $INMD Chopped down pretty badly because of flat revenue. Won't show any dramatic movement like $PLTR But stock like these saves your wealth https://twitter.com/i/web/status/2008745536778891493 https://twitter.com/i/web/status/2008745536778891493"  
[X Link](https://x.com/ChiefLiquidity/status/2008745536778891493)  2026-01-07T03:40Z [---] followers, [---] engagements


"Trimming my call options too. I have fight the fear of missing out and fear of dumping at the same time. Not sure if you felt it but there was a massive liquidity dump right at the open. Could be profit-taking could be a short attack. nasdaq soaked it all up though. The bears won't give up after just one try. They will reload. https://twitter.com/i/web/status/2008751176033202444 https://twitter.com/i/web/status/2008751176033202444"  
[X Link](https://x.com/ChiefLiquidity/status/2008751176033202444)  2026-01-07T04:02Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@ChiefLiquidity Avatar @ChiefLiquidity Chief Liquidity Officer (CLO)

Chief Liquidity Officer (CLO) posts on X about $u, $zeta, $app, ai the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [------] +80%
  • [--] Month [------] -1.70%

Mentions: [--] #

Mentions Line Chart

Followers: [------] #

Followers Line Chart

  • [--] Week [---] +3.80%
  • [--] Month [---] +17%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance stocks technology brands cryptocurrencies countries social networks automotive brands celebrities exchanges gaming

Social topic influence $u #55, $zeta, $app, ai, breakout, money, $nbis, if you, app, liquidity #2195

Top accounts mentioned or mentioned by @mrderivatives @aleabitoreddit @kalshi @zerohedge @barchart @elonmusk @grok @mikealfred @droidhustlerog @babyfolio @billackman @deitaone @investingcom @theroaringkitty @uber @wrabbit741 @ownyourdatanow @andykonwinski @spaceinvestord @mrcryptoxwhale

Top assets mentioned Unity Software Inc. (U) ZetaChain (ZETA) AppLovin Corporation (APP) Nebius Group N.V. Class A Ordinary Shares (NBIS) Intuitive Machines, Inc. (LUNR) Iris Energy Limited (IREN) Alphabet Inc Class A (GOOGL) Grab Holdings Limited Class A Ordinary Shares (GRAB) Eos Energy Enterprises, Inc. (EOSE) Roblox Corp. (RBLX) Tesla, Inc. (TSLA) RAI Finance (SOFI) CoreWeave, Inc (CRWV) Bitcoin (BTC) NVIDIA Corp. (NVDA) Adobe, Inc. (ADBE) Reddit, Inc. (RDDT) Snap, Inc. (SNAP) Alibaba Group (BABA) Duolingo, Inc. (DUOL) Trade Desk, Inc. (TTD) Rocket Lab USA, Inc. Common Stock (RKLB) Tempus AI, Inc. (TEM) Hims & Hers Health, Inc. (HIMS)

Top Social Posts

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

"A new meta has arrived in the mobile ad tech space. πŸ“± $APP (AppLovin) started integrating e-commerce ads (expanding beyond gaming) and reportedly beat $GOOGL in market share this Black Friday. The Ripple Effect: E-commerce giants with deep pockets are entering the bidding war. πŸ’° This drives up CPMs (ad prices). Result: $APP's margins will expand even further. For $U (Unity):It's a double-edged sword. βš” If they crack the e-commerce code - Massive revenue boost. πŸš€ If they lag behind $APP (as always.) - Further market share loss. πŸ“‰ However the recent partnership with Walmart suggests they"
X Link 2025-12-15T00:50Z [--] followers, [---] engagements

"$ZETA is teasing me"
X Link 2025-12-15T01:56Z [--] followers, [---] engagements

"$LUNR We had a bit of a fallback to trendline. It kept the support no reason to be bearish 'yet' expecting to profit take in $15.3"
X Link 2025-12-15T02:55Z [--] followers, [--] engagements

"Buy $NBIS get AVRIDE for FREE We agree on @Uber. A well articulated bull thesis on the key issues. We agree on @Uber. A well articulated bull thesis on the key issues"
X Link 2025-12-15T13:19Z [--] followers, [---] engagements

"$ZETA failed to break resistance and going for lower trend line. Expecting to fall for another 3.2%. Triangular pattern doesn't pick a side until it breaks out. Remember better to crash hard than bleed slowly"
X Link 2025-12-15T22:10Z [--] followers, [---] engagements

"$LUNR I bought LUNR cause not many people is talking about it on x and I wan't some exposure to space. Parked beautifully at the bottom of the channel. But gun to my head I say it breaks down. The market is too weak. "Please save me. πŸ™""
X Link 2025-12-15T22:15Z [--] followers, [---] engagements

"$RKLB Rocket Lab bulls are you seriously worried about rocket lab Parked beautifully at bottom of channel. Market might be ugly but space is bright. Any stock that goes up 10% can go down 10% vice versa"
X Link 2025-12-15T22:32Z [--] followers, [--] engagements

"$TSLA tesla being tesla. expecting to hit [---] as long as nothing fishy going on with the market"
X Link 2025-12-15T22:38Z [--] followers, [--] engagements

"$ZETA $U $NBIS The Small-Cap Existential Dread: "What if Big Tech enters" It's a constant fear. That's why we must cling to key metrics (Market Share Rev Growth). As long as the numbers improve we hold the line. It is the fate of moths drawn to the flame of high returns. πŸ”₯ #Investing #SmallCaps #HighRiskHighReturn #Alpha"
X Link 2025-12-15T23:58Z [--] followers, [---] engagements

""My strategy is simple: Form a Thesis then HODL until it plays out." πŸ’Ž My Thesis for $NBIS in 2026: Financials: ARR $7B with 20-30% EBIT margins. πŸ“Š Valuation: Avride & ClickHouse raise both the Floor (Safety) and the Ceiling (Upside). πŸ πŸš€ I am DCAing my paycheck every month. Give me one year. The results will speak for themselves. #Investing #Conviction #Nebius #AI #DCA"
X Link 2025-12-16T04:58Z [--] followers, [---] engagements

"Touched that [----] level I mentioned in pre-market and bounced nicely. 🎯 $ZETA is a rare breed. It has real intrinsic value but isn't trading at a cracked valuation yet. Why isn't it expensive Because the market is still sleeping on it. When will they wake up Nobody knows. This is NOT the time for leverage. Be patient. Wait. #Zeta #Stocks #Investing #Patience $ZETA failed to break resistance and going for lower trend line. Expecting to fall for another 3.2%. Triangular pattern doesn't pick a side until it breaks out. Remember better to crash hard than bleed slowly. https://t.co/cMCk7mC5DJ"
X Link 2025-12-16T22:22Z [--] followers, [---] engagements

"$LUNR Broke the channel as expected. Need patience with this one"
X Link 2025-12-16T22:27Z [--] followers, [--] engagements

"$NBIS Descending triangle is not a good sign in textbook. But price fought back and ended higher than opening. Narratives are all bear in data center sector. $NBIS $IREN $CRWV Too much capex too much debt dc in space etc I didn't bought nebius for the narrative I bought it for revenue and subsidiary. Give it time and let it be"
X Link 2025-12-16T22:33Z [--] followers, [---] engagements

"$Nexon $3659 Are you guys enjoying ARC Raiders πŸ”« If the game is good should we be buying Nexon stock"
X Link 2025-12-17T03:52Z [--] followers, [--] engagements

"$WM Waste Management Alot of people are talking about this garbage company in X. This is channel I drew if anyone's interested. It hit the top channel. Now's not the time to buy. Wait until it breaks out and lands over 221"
X Link 2025-12-17T06:43Z [--] followers, [--] engagements

"Weekly channel for $CRWV Boy I wanna be bullish. But right now it's hanging under the channel. Be patient"
X Link 2025-12-17T07:08Z [--] followers, [--] engagements

"I know it's not a popular opinion but what if. We buy index fund"
X Link 2025-12-17T19:37Z [--] followers, [--] engagements

"Investment Memo: What the $134B Databricks Valuation Means for $NBIS πŸ‚ [--]. Databricks vs. ClickHouse: The Difference Similarities: Both are titans of Big Data. They allow companies to store process and analyze massive datasets. The Difference: Databricks : It's perfect for heavy liftingETL data cleaning machine learning training and storing petabytes of raw data. It does everything but can be slower for instant queries. ClickHouse (The Speedster): A specialized "Real-Time OLAP." It is designed for sub-second query speeds. When you need to show analytics on a user-facing dashboard instantly"
X Link 2025-12-17T21:21Z [--] followers, [---] engagements

"$ZETA Well well false breakout. Another -23% incoming"
X Link 2025-12-17T22:08Z [--] followers, [---] engagements

"$RDDT Reddit is chad of all growthstock. Market's puking but reddit's going own it's own"
X Link 2025-12-17T22:21Z [--] followers, [--] engagements

"$TEM Tempus ai broke [---] ma. Better hit [--] asap before volume stacks"
X Link 2025-12-17T22:23Z [---] followers, [---] engagements

"$HIMS It failed to hold the channel bottom and went under 20ma just like [----] other stocks. FinX is talking about this stock a lot recently. Make up your mind. Are you in it for the short squeeze Or are you in for intrinsic value"
X Link 2025-12-17T22:27Z [--] followers, [---] engagements

"$LUNR At least it held(vaguely) 20ma. Space is overall volatile sector but this one is beyond that. Very Risky stock"
X Link 2025-12-17T22:29Z [--] followers, [---] engagements

"CoreWeave has 42% chance of default in [--] years. Really guys"
X Link 2025-12-17T23:03Z [--] followers, [--] engagements

"https://www.forbes.com/sites/petercohan/2025/12/16/coreweave-oracle-stocks-plunge-as-generative-ai-bubble-deflates/ https://www.forbes.com/sites/petercohan/2025/12/16/coreweave-oracle-stocks-plunge-as-generative-ai-bubble-deflates/"
X Link 2025-12-17T23:03Z [--] followers, [--] engagements

"Everyone is blaming the Oracle CDS blowout for the AI crash. πŸ“‰ But remember: CDS is just a tradable product. It obeys the laws of Supply and Demand. When everyone rushes to buy protection at the same time the price spikes. It's simple mechanics. Unless there is a massive systemic risk known only to institutions (and hidden from us) this is not a crisis. It is just Volatility. πŸŒͺ"
X Link 2025-12-17T23:13Z [--] followers, [--] engagements

"Satan Rally coming to town"
X Link 2025-12-18T01:56Z [--] followers, [--] engagements

"@WRabbit741 Added more calls on 20ma. U really strong in this choppy market"
X Link 2025-12-18T02:52Z [--] followers, [--] engagements

"Dont believe everything you see on the internet. Most turns out flat lies AlphaTON is lying. This is not true. Public heads up to CEO Brittany Kaiser/@OwnYourDataNow you do not have permission to use my trademarks to defraud your investors. AlphaTON is lying. This is not true. Public heads up to CEO Brittany Kaiser/@OwnYourDataNow you do not have permission to use my trademarks to defraud your investors"
X Link 2025-12-18T07:18Z [--] followers, [--] engagements

"@andykonwinski aI iS a BuBbLe"
X Link 2025-12-18T07:23Z [--] followers, [--] engagements

"@elonmusk @grok is this true"
X Link 2025-12-18T07:25Z [--] followers, [--] engagements

"@Kalshi Rigged"
X Link 2025-12-18T13:34Z [--] followers, [---] engagements

""The Korean Won (KRW) is down 40% compared to [--] years ago." πŸ“‰ That means a massive FX discount for foreign capital. Is this the golden opportunity to load up on Samsung and Hynix Or is it a value trap πŸ€” #Samsung #Hynix #Memory #Forex #Investing"
X Link 2025-12-18T17:30Z [--] followers, [--] engagements

"$ZETA zeta global holdings. We need all the pump we could get. Bounced from 150ma closed under 20ma But 20ma don't really matter for this one. Massive pump as long as we can get over [----] which I strongly believe it will"
X Link 2025-12-18T22:35Z [--] followers, [--] engagements

"$GRAB Closed under the channel sign of bull trap. Be patient. No time to get greedy yet"
X Link 2025-12-18T22:36Z [--] followers, [--] engagements

"$RDDT reddit Almost hit the top channel. It usually means 50/50 at this point but given that we completely went through thick layer of ichi-moku I'd say 65:35. Risk/Reward is not worth it at this point"
X Link 2025-12-18T22:38Z [--] followers, [--] engagements

"$TEM We're almost there guys. Terrible place to loss cut. $60.4 per share's a nice entry point but gun to my head I'd just wait for rebound than enter"
X Link 2025-12-18T22:40Z [--] followers, [---] engagements

"$HIMS Could got past the channel. But we did had a false drop last month. I'd loss cut at 33"
X Link 2025-12-18T22:42Z [--] followers, [---] engagements

"@mikealfred Shouldn't you ask if I even have a million"
X Link 2025-12-18T22:52Z [--] followers, [----] engagements

"@SpaceInvestor_D That explainsthe pump"
X Link 2025-12-18T22:54Z [--] followers, [--] engagements

"$LUNR Rebounce at 20ma closed right under 50ma. You know what that means Algo at its finest. But price pumped 5% in after market after the new institution's of of 20$ was announced. Nice entry point if you ask me. I wouldn't wanna miss the space hype"
X Link 2025-12-18T23:39Z [--] followers, [---] engagements

"@zerohedge Nike isn't 'Cool' anymore"
X Link 2025-12-18T23:46Z [--] followers, [---] engagements

"$U RK tweeting is Alpha for traders but a Nightmare for long-term investors. 😱 Biggest fear Once $U gets branded as a "Meme Stock" and the order flow gets wrecked by volatility. there is no going back. It stays a Meme forever. Might as well take easy 200% profit and never look back. #Unity #Investing #RoaringKitty #MemeStock"
X Link 2025-12-19T00:24Z [--] followers, [---] engagements

"@DroidHustlerOG So you're not selling even after rk actually tweet"
X Link 2025-12-19T01:36Z [--] followers, [--] engagements

"@babyfolio Crazy undervalued setbacked by crazy company like oracle and coreweave"
X Link 2025-12-19T07:45Z [--] followers, [---] engagements

"Remember when ppl said sell Palantir because of this Peak fear if you ask me"
X Link 2025-12-19T07:49Z [--] followers, [--] engagements

"@Kalshi Thats coin I wanna invest"
X Link 2025-12-19T11:58Z [--] followers, [--] engagements

"$NBIS It reminds me when $APP tried to acquire $U. Whole different story if acquirer is google. Top [--] Tech Predictions for [----] πŸΏπŸ‚πŸ†πŸ”₯πŸ‘‡πŸ“± https://t.co/ckEEJCyUuT Top [--] Tech Predictions for [----] πŸΏπŸ‚πŸ†πŸ”₯πŸ‘‡πŸ“± https://t.co/ckEEJCyUuT"
X Link 2025-12-19T13:00Z [--] followers, [---] engagements

"@Mrcryptoxwhale Buy beef to beat inflation"
X Link 2025-12-19T13:23Z [--] followers, [--] engagements

"For anyone whos not familiar with bear market THIS is bear market"
X Link 2025-12-19T13:41Z [--] followers, [--] engagements

"Even buying it after 15% pump youll be getting it cheap than the most lol"
X Link 2025-12-19T22:59Z [--] followers, [--] engagements

"$ZETA Zeta global holdings. Biggest loser of todays port even though it pumped 0.64%. Higher lows - Check Prepare for blast off"
X Link 2025-12-19T23:38Z [--] followers, [---] engagements

"$GRAB Still closed under the channel. Strong resistence there"
X Link 2025-12-19T23:39Z [--] followers, [--] engagements

"$RDDT Had a quiet run after crazy run [---] - 230"
X Link 2025-12-19T23:41Z [--] followers, [--] engagements

"$TEM Didn't touched the $60.4 I said before. Well those thing always happen. Still a nice entry point"
X Link 2025-12-19T23:43Z [--] followers, [---] engagements

"$HIMS [----] pump don't mean much if it can't breakout from channel. Still a bull trap YET"
X Link 2025-12-19T23:44Z [--] followers, [---] engagements

"$LUNR Hero of the day. Stock surged 37%. My Jan call surged MASSIVE 390%. Should've add more when it opened over the trendline. Buying small amount of calls ($12k $200 if you're just starting) of these volatile stock is nice way to get exposure without too much risk. You don't wanna miss the space hype in 26"
X Link 2025-12-19T23:48Z [--] followers, [---] engagements

"$NBIS I put both daily and weekly chart. As you can see both daily and weekly chart ended over the trendline. Buying after 15% pump might sound crazy but what's more crazy is you'll be getting cheaper than the most even in this price. My TA Hierarchy is simple (it may change time to time) Trendlines Channels = Moving Averages (MAs) Price action comes first. Indicators are just lagging confirmation. Might be adding more nebx at this point"
X Link 2025-12-19T23:52Z [--] followers, [---] engagements

"@RKLBMan +37% lunr. Highest ROI ever on a single ticker single day"
X Link 2025-12-20T07:16Z [--] followers, [---] engagements

"@DividendGrowth @HeroDividend Give it a day or two. It'll return to flat"
X Link 2025-12-20T07:41Z [--] followers, [---] engagements

"$ZETA Reason why I can't let go of zeta even though my other stocks(unity nbis lunr etc) having a massive run is this juicy 19% Green bar at q3 earning call. Massive pump in earning call is one of the easiest bull signal you can catch. Not giving up on this one as long as it keeps the trendline"
X Link 2025-12-20T10:07Z [--] followers, [---] engagements

"Let's talk about Oracle. Why did Oracle's CDS spike to 139bp while the stock is flying πŸ€” A tale of two markets: Equity Market: Sees $523B RPO (+438% YoY) and screams "Growth" πŸš€ Credit Market: Sees the bill for that growth and screams "Risk" ⚠ Here is the structural mismatch that Equity investors are missing. πŸ‘‡ [--]. The Cash Flow Gap:RPO is a promise of future money. Capex is cash leaving the door NOW. Operating Cash Flow: $22B Capex: $355B FCF: -$13.2B (Negative) [--]. The Hidden Debt:$248B in Lease Obligations. It's not on the Balance Sheet yet but it's economic reality. It's a massive fixed"
X Link 2025-12-20T13:10Z [--] followers, [--] engagements

"Weekend Thought: We are cursed to view everything through a ticker symbol. Let's look at $YOU. Your Assets: Time & Money.Your Metric: ROI. The quiet solo dev making millions Deep Value / Undervalued Gem. πŸ’Ž The skill-less loudmouth making millions (Yeah him) Meme Stock / Vaporware. 🀑 The salaryman with a happy family and Big Tech portfolio A Solid Blue Chip. πŸ›‘ So the ultimate question: If you were a stock would you buy shares of yourself right now"
X Link 2025-12-20T17:00Z [--] followers, [--] engagements

"Let's talk about space. πŸ›°πŸš€πŸ‘½πŸ›Έβ˜„ In the 70s skeptics said personal computers were "too expensive" and "useless for homes". Today bears say the same about Commercial Space. The Reality Check: The Pivot: Space is no longer a government playground. It is shifting to a commercial backbone. The Cost Curve: Just as bandwidth costs collapsed for the internet launch costs are collapsing for space. This is the catalyst for a totally new P&L. The Cycle: Technology Implementation Cost Reduction Explosion of Downstream Industries. We are looking at the same adoption curve that Electricity Autos and the"
X Link 2025-12-20T20:15Z [--] followers, [--] engagements

"Let's talk about $U aka Unity Part [--] This thesis made me invest in unity heavily ever since [----] q1. Stop calling Unity ($U) just a "Game Engine." That is like calling Meta just a "Website." πŸ›‘ To understand the bull case for Unity in [----] you have to look past the editor and look at the Data War against AppLovin ($APP). A deep dive into the turnaround thesis. πŸ§΅πŸ‘‡ [--]. The Misconception: Most see $U as a tool for making games. CEO Matthew Bromberg sees it as a Platform: "The only company covering the entire lifecycle (Dev - Launch - Grow)." The goal isn't just to build the game but to sell it."
X Link 2025-12-20T23:00Z [--] followers, [---] engagements

"πŸ“Š [----] Korean Game User Survey Interesting piece of finding whoever working in the gaming industry or investing in gaming related industry( $U $TTWO $KRAFTON $SHIPTUP etc.) should read. [--]. The Bubble has Burst: The percentage of Koreans playing games has dropped to 50.2%. This is a sharp -9.7%p crash compared to last year. The "Covid Boost" is officially over. The bubble is gone. [--]. Where did they go (Flight to Quality) The details are more interesting than the total number. Mobile: 89.1% (-2.6%p) Users are leaving. PC: 58.1% (+4.3%p) Users are returning. Console: 28.6% (+1.9%p) Steady"
X Link 2025-12-21T00:25Z [--] followers, [---] engagements

"Let's talk about GOLD $GLD [--]. People believe Gold holds absolute intrinsic value. [--]. But coldly speaking Gold is inedible and its industrial utility is far below Iron or Copper. [--]. In Thomas More's Utopia Gold is described as a vulgar metal used only for chamber pots or slave chains. [--]. In Goethe's Faust the Devil creates 'Paper Money' backed by Gold buried underground to deceive the masses. [--]. Therefore Gold's value is not utility but a belief system rooted in our DNA and social consensus"
X Link 2025-12-21T01:11Z [--] followers, [---] engagements

"6. There were brothers who challenged this system with that belief and got destroyed. [--]. The "Hunt Brothers" oil tycoons of the 1970s. [--]. As the Dollar weakened they started cornering the Silver market to hedge against inflation. [--]. They bought not just physical silver but massive amounts of Futures pumping the price by 1500%. [--]. Institutions holding Short positions couldn't deliver the silver and faced bankruptcy"
X Link 2025-12-21T01:11Z [--] followers, [--] engagements

"@Kalshi Why am I not surprised"
X Link 2025-12-21T14:25Z [--] followers, [--] engagements

"@zerohedge Inflation is temporary famous last words"
X Link 2025-12-21T14:26Z [--] followers, [---] engagements

"@ArkkDaily Oh my god. Deflation is worse than inflation. Only thing worse than that is stagflation"
X Link 2025-12-21T14:33Z [--] followers, [----] engagements

"SK Hynix the global leader in AI memory has launched a snack called "HBM Chips" at 7-Eleven in Korea. Yes I'm dead serious https://news.skhynix.co.kr/hbm-chips-launching/ https://news.skhynix.co.kr/hbm-chips-launching/"
X Link 2025-12-21T16:00Z [--] followers, [--] engagements

"Why I picked Nebius ($NBIS) over Iris Energy ($IREN). 🧠 Currently the Algos treat them as twins. They pump together and dump together. Real decoupling won't happen until [----]. The Dilemma: $IREN: Low-cost Power & Pure HW Capacity. (Bet on Hyperscalers winning) $NBIS: Full-Stack Software + Cloud. (Bet on AI Startups booming) Frankly even experts don't know who wins this war yet. πŸ€·β™‚ The Deciding Factor: "The Floor" πŸ›‘ My edge on Nebius is the Sum-of-the-Parts (SOTP) valuation. They hold massive stakes in unicorns like Avride (Autonomous Driving) and ClickHouse (DBMS). Even if the GPU cloud"
X Link 2025-12-21T23:30Z [--] followers, [---] engagements

"@Vivek4real_ He's too bearish"
X Link 2025-12-22T00:41Z [--] followers, [---] engagements

"@BillAckman @Hertz Calling $NBIS 'just miner' gives me instant doubt on credibility"
X Link 2025-12-22T00:44Z [--] followers, [---] engagements

"Fun fact. Oxford Word of the Year for [----] is "rage bait." FYI: Word of the Year for [----] was "brain rot." 🧠 2024: Brainrot 🀬 2025: Ragebait Irony is stunning"
X Link 2025-12-22T03:44Z [--] followers, [--] engagements

"While retail investors wait for press releases potential MASSIVE footprint expansion for Nebius ( $NBIS ) spotted on PeeringDB. [--] New Locations appearing: Helsinki (Digita & Elisa) Amsterdam (Equinix AM7) Frankfurt (Equinix FR5) Philadelphia (Netrality) Silence is loud. Execution is louder. πŸ‘‡ The US Entry: Philadelphia (Netrality) is the smoking gun. This confirms they are not just an EU story. They are entering the biggest AI market in the world. Tier [--] Hubs: Equinix FR5/AM7 are the hearts of European connectivity. This isn't a test; this is institutional-grade scaling. Low Latency: You"
X Link 2025-12-22T09:25Z [---] followers, [---] engagements

"@DeItaone Gold isnt a hedge against inflation anymore. Its form of greed"
X Link 2025-12-22T12:07Z [--] followers, [---] engagements

"7. The Great Decoupling. [--]. Copper used to track China's GDP (55% of demand). [--]. China's economy is flatlining yet Copper refuses to drop. [--]. The driver has shifted from Real Estate to AI & Data Centers. [--]. A single Data Center needs [--] tons of copper per MW. [--]. Microsoft's Chicago facility alone swallowed [----] tons. AI is thirsty for power and power needs Copper"
X Link 2025-12-22T12:28Z [--] followers, [--] engagements

"13. Physics doesn't care about your recession. [--]. EV = 5x more copper than ICE cars. [--]. 155mm Artillery Shells = Copper casings. [--]. Green Energy Grid = Copper cables. [--]. You can print fiat currency to buy Gold. You cannot print Copper to build the future"
X Link 2025-12-22T12:28Z [--] followers, [--] engagements

"@DeItaone Just like photos from Epstein files lmao"
X Link 2025-12-22T13:33Z [--] followers, [---] engagements

"$LUNR Intuitive Machines False breakdown on premarket. But boy he's on fire. Break out of channel with big beautiful green bar. Some of you might be scare 'Should I sell' Well you gotta learn to fight that fear. It's not late to sell after momentum dies. Let's see if it breaks out one more channel which is $17.3 line. Than we talk. https://twitter.com/i/web/status/2003229387316207862 https://twitter.com/i/web/status/2003229387316207862"
X Link 2025-12-22T22:21Z [---] followers, [---] engagements

"🧡 Thread: The Santa Rally is Mathematically Imminent [--]. The market has been dead since September. 😴 Choppy price action. Zero trend. Boring box range. [--]. Most are calling it quits for the year. Wrong. According to the data the real party is just about to start. Here is the breakdown πŸ‘‡"
X Link 2025-12-23T03:08Z [--] followers, [--] engagements

"5. In Japan retail investors who manage household savings are famously called "Mrs. Watanabe." [--]. Since the 1990s they have moved massive capital across borders to escape Japan's zero interest rates. [--]. But Mrs. Watanabe isn't alone. Global hedge funds play this game too. [--]. Money naturally flows to where rates are high. This created a massive short position on the Yen"
X Link 2025-12-23T12:08Z [--] followers, [--] engagements

"9. Periodically this trade unwinds violently. Look at [----]. [--]. The Asian Financial Crisis hit and Russia declared a Moratorium (default). [--]. Shocked global funds panicked and rushed to "Safe Assets" (US Dollar & Japanese Yen). [--]. Funds bought back Yen aggressively to repay loans (Deleveraging). [--]. The Yen skyrocketed 13% in just [--] days and USDJPY collapsed from [---] to [---] in two months"
X Link 2025-12-23T12:08Z [--] followers, [--] engagements

"$ZETA Daily TA Zeta actually closed green today. I'm really surprised since Russell fell -0.69%. Didn't get past the [--] and 50ma but it's attempt #4. Keep knocking. The door will open"
X Link 2025-12-23T22:37Z [--] followers, [---] engagements

"$LUNR Intuitive Machines Daily TA When price breaks out of channel outcome is usually [--]. Intense buying momentum(Gap up) moves the price to second channel [--]. Price consolidates and touch the bottom of the channel than go up. Lunr did both. Gapped down (-8%) touched the channel bottom than crazy rebound. This thing just don't wanna go down. https://twitter.com/i/web/status/2003597917777723902 https://twitter.com/i/web/status/2003597917777723902"
X Link 2025-12-23T22:45Z [---] followers, [---] engagements

"$NBIS Nebius Daily TA Couldn't get past the 100ma price closed under 20ma. This shows you don't need to get too greedy when buying nbis. Stock this volatile always gives you nice entry before it moons"
X Link 2025-12-23T22:49Z [--] followers, [---] engagements

"So. When does Bitcoin actually go up 🧡 [--]. Gold is at ATH. Equities are ripping. But Bitcoin [--]. X screaming "Why isn't it moving" [--]. Is the cycle over No. The ownership is just changing hands. Here is the truth. πŸ‘‡"
X Link 2025-12-24T11:29Z [--] followers, [--] engagements

"4. Look at the Realized Price. It keeps grinding up. [--]. Price is flat but the network's cost basis is rising. [--]. This means "Paper Hands" are selling and "Diamond Hands" are buying at these levels"
X Link 2025-12-24T11:29Z [--] followers, [--] engagements

"7. The "OG Whales" are exiting. [--]. They hate the ETFs. They hate the institutionalization. 9.They are dumping their coins to BlackRock. [--]. This is a feature not a bug. The shareholder base is upgrading to Wall Street"
X Link 2025-12-24T11:29Z [--] followers, [--] engagements

"11. Mining cost is now $78k. [--]. Physics dictates the floor. If we drop below this miners shut off = supply shock. [--]. Downside is capped by energy costs. [--]. BRICS is bidding Gold. [--]. The US is standardizing Bitcoin as the counter-hedge. [--]. We are waiting for the "Sovereign Bid" to officially start"
X Link 2025-12-24T11:29Z [--] followers, [--] engagements

"17. The chop ends when the hand-off is complete. [--]. Retail patience is running out. That is usually the bottom signal. [--]. Don't get shaken out by the boredom. Boredom is where the Alpha is. $BTC $GLD #Bitcoin #Crypto"
X Link 2025-12-24T11:29Z [--] followers, [--] engagements

"@aleabitoreddit @pepemoonboy @RJCcapital @DeepValueBagger @moninvestor @babyfolio @amitisinvesting 100k zero 0dte gameover"
X Link 2025-12-25T00:39Z [--] followers, [---] engagements

"$ZETA Daily TA 12/24 Massive pump. Hammered at trendline closed over 100ma. Very bullish move. Nice entry point with loss cut at -2%. I myself added little March call. It's been touching that trendline for way too long. This time is different"
X Link 2025-12-25T00:53Z [--] followers, [---] engagements

"Touched Upper channel than rejected. I strongly recommend split sale at this point. Since other leader like $RKLK $PL haven't touched the channel yet expected to move sideways a bit"
X Link 2025-12-25T01:02Z [---] followers, [---] engagements

"$NBIS Nebius Daily TA 12/24 Nothing in particular. Nice little pump. It's gonna take more than TA to blast through [-----] line. Nebius is very stingy with announcement. We might have to wait for q4 earnings"
X Link 2025-12-25T01:07Z [--] followers, [---] engagements

"$NVO Novo Nordisk A/S (ADR) Daily TA 12/24 Left is weekly right is daily char. $NVO had a massive run in covid era. Of course it's all 'return to mean' now. Short term it'll touch $55 line. Few more room to run"
X Link 2025-12-25T04:01Z [---] followers, [---] engagements

"4. Swing Don't Marry. This is the most critical part. 5.Don't "Diamond Hand" this like it's $NVDA. [--]. Trade it. Buy the flush sell the rip. Take profits on spikes (3-5%) re-enter on dips. Be agile. [--]. Play the seasonality cash out and move on. $ZETA #AdTech #Russell2000 #Stocks"
X Link 2025-12-25T11:30Z [--] followers, [---] engagements

"@Mr_Derivatives Buy and Hodl"
X Link 2025-12-25T12:24Z [--] followers, [---] engagements

"@cryptorover Whale = balance with more than 1k BTC"
X Link 2025-12-25T13:40Z [--] followers, [--] engagements

"@Kalshi What will the price be in [--] years"
X Link 2025-12-25T13:43Z [--] followers, [--] engagements

"@Investingcom Someone's gotta be the 'exit liquidity'"
X Link 2025-12-25T14:24Z [--] followers, [--] engagements

"@Mr_Derivatives Surprising to see cyclicals flooding the leaderboard"
X Link 2025-12-25T21:57Z [--] followers, [--] engagements

"@zerohedge It won't hold value as well as the Bulls claim but it certainly won't be the trash the Bears predict"
X Link 2025-12-25T22:01Z [--] followers, [---] engagements

"@Mr_Derivatives Don't be afraid to be my exit liquidity. Lmao"
X Link 2025-12-25T22:05Z [--] followers, [----] engagements

"@mikealfred WW3 incoming in 2030"
X Link 2025-12-25T22:19Z [--] followers, [---] engagements

"5. Silver is NOT just 'Money'.It is the most conductive element on Earth. [--]. In WWII the US used [-----] tons of Silver for the Manhattan Project because Copper wasn't good enough. [--]. The Solar Upgrade Supercycle: Solar tech is shifting from PERC - HJT (High Efficiency). [--]. This is the kicker: PERC uses 10mg of silver per watt. HJT uses 22mg. [--]. Thats Double the Demand per panel. Green Energy = Silver Squeeze. [--]. Today AI Data Centers EVs and 5G require speed. They need Silver. [--]. Silver is an industrial necessity not just a shiny rock"
X Link 2025-12-25T22:38Z [--] followers, [--] engagements

"12. Demand Growth: +4% / year Supply Growth: +2% / year [--]. We aren't finding new mega-mines. [--]. At this rate economically viable reserves run dry in [--] years. Scarce + High Demand = Mega rip. [--]. China is the Whale. [--]. China is pushing "The New Three" (EVs Batteries Solar). [--]. Their stimulus isn't just printing money; it's building infrastructure. Infrastructure eats Silver for breakfast. [--]. While Gold sits in a vault Silver gets consumed. Gone forever. [--]. We are witnessing an "Olympic Medal Rally" (Gold Silver Copper). But Silver has the highest beta. $SLV $GLD $SI_F #SilverSqueeze"
X Link 2025-12-25T22:38Z [--] followers, [--] engagements

"@Mr_Derivatives He's farming engagement. Desperate attempt to earn a bread"
X Link 2025-12-25T23:32Z [--] followers, [---] engagements

"The "Hardware Shell" Thesis: Why Legacy Auto is Dead ( $TSLA ) 🧡 [--]. Stop looking at EV sales numbers. You are missing the point. [--]. The real war is over. Tesla already won. [--]. Legacy Auto (Toyota Hyundai VW) is about to become what Dell is to Microsoft. [--]. Just "Hardware Shells" for Elon's software. [--]. Here is the math that proves they cannot catch up. πŸ‘‡"
X Link 2025-12-26T11:17Z [---] followers, [--] engagements

"6. To replicate Tesla's [--] billion km of real-world driving data [--]. It would cost roughly $75 Billion . [--]. That is [--] years of Hyundai's total net profit. Or their entire equity capital. [--]. Tesla built this database while getting paid by customers. [--]. Legacy auto has to pay for it out of pocket. They literally cannot afford to compete. https://twitter.com/i/web/status/2004511941155528757 https://twitter.com/i/web/status/2004511941155528757"
X Link 2025-12-26T11:17Z [---] followers, [--] engagements

"$LUNR Intuitive Machines Daily TA 12/26 Closed right over than channel bottom as if it were rigged. I don't know man but this is the reason I draw lines that look like children's doodle. Loss cut at -5% So not a very r/r position to go all in but like 10% of expected amount. https://twitter.com/i/web/status/2004697374351061319 https://twitter.com/i/web/status/2004697374351061319"
X Link 2025-12-26T23:34Z [---] followers, [--] engagements

"The more time I spend in the market the more I realize this truth: Small-Cap Growth stocks ALWAYS give you a second chance. They are volatile beasts. The dip is inevitable. If you must chase the All-Time High Fine. But you better have your fingers on the Stop-Loss button. Discipline beats FOMO. Every time. https://twitter.com/i/web/status/2005288881386672212 https://twitter.com/i/web/status/2005288881386672212"
X Link 2025-12-28T14:45Z [--] followers, [--] engagements

"Meet the Hunt Brothers. Inherited $5B in 1974.Decided to corner the global Silver market. They bought 1/3 of the world's supply pumping Silver from $6 - $50. They were gods. Until the Exchange decided they weren't"
X Link 2025-12-30T23:04Z [--] followers, [--] engagements

"Jan [--] 1980.COMEX (The Exchange) changed the rules overnight. Margin requirements skyrocketed. Buy orders limited. It was a forced liquidation event. Silver crashed from $50 - $10 in two months. The Hunts lost billions. They went from "Market Makers" to bankrupt in [--] days. https://twitter.com/i/web/status/2006139303144087848 https://twitter.com/i/web/status/2006139303144087848"
X Link 2025-12-30T23:04Z [--] followers, [--] engagements

"@Mr_Derivatives high r/r betting indeed"
X Link 2025-12-31T06:35Z [--] followers, [---] engagements

"$ZETA Daily TA 12/30 Showed strong +3% green bar at the start but got hammered at long trendline. Trimmed of half of my Jan calls. I'll wait to see if it breaks out this week. Very Bullish"
X Link 2025-12-31T06:43Z [--] followers, [---] engagements

"@Mr_Derivatives His analytical skills are on par with Jim Cramer's"
X Link 2025-12-31T07:08Z [--] followers, [----] engagements

"@TheLongInvest Volatility = Risk Volatility == Alpha"
X Link 2025-12-31T07:13Z [--] followers, [---] engagements

"$ZETA Daily TA 12/31 I hoped for gap up and break out of trendline but we got rejected. Supported at 5ma so I'm still bullish. If it breaks down I'm selling all my Jan calls. Low volume + moderate dump"
X Link 2025-12-31T23:54Z [--] followers, [---] engagements

"$GRAB Stock we should be watch closely TA-wise. Grab is almost at the bottom trendline Nice place for quick +3% profit take -2% loss cut"
X Link 2025-12-31T23:58Z [--] followers, [--] engagements

"The [----] H1 Crypto & Macro Log Jan 4: The "Zombie" coins woke up. $BTG pumped 200% out of nowhere. Jan 18: Trump launched his official Meme Coin. It went from $0.20 - $80 in hours. Top [--] market cap in one day. The White House is now a meme factory. Jan 20: Melania joined the party. "First Lady Coin" pumped 20000%. Politics officially became a pump-and-dump scheme. Feb 2: The Reality Check. Trump dropped the "Tariff Bomb." Crypto crashed 20% but the Kimchi Premium hit 16%. We were panic-selling while Koreans were panic-buying. https://twitter.com/i/web/status/2006518245944410392"
X Link 2026-01-01T00:10Z [---] followers, [--] engagements

"Mar 3: Trump tweeted support for $XRP $ADA and $SOL. Ada pumped 70%. The President is literally the new Market Maker. Mar 26: Binance went to war with Hyperliquid. Hyperliquid survived by delisting Jelly but their reputation got cooked. Apr 3: Tariff Panic hits the stock market. Nasdaq dumped 3% Tesla -6%. The trade war fears returned. Apr 10: Pivot Trump delayed tariffs for [--] countries. Markets ripped higher. We are just dancing to one man's mood swings. πŸ‚"
X Link 2026-01-01T00:10Z [--] followers, [---] engagements

"Apr 20: The "Infinite Money" Glitch. Bitget had a bot error that inflated profits. They froze accounts and rolled back data [--] hours. Imagine winning the lottery and then getting the ticket torn up. Apr 30: One last kiss from the dead. $ALPACA pumped 40x right before delisting. Jun 3: Musk vs. Trump. Elon criticized policies Trump threatened to cut subsidies. They fought then hugged it out. Volatility followed their egos. Jun 13: The "12-Day War" begins between Iran and Israel. Markets tanked then Trump mediated a ceasefire by late June. https://twitter.com/i/web/status/2006518252172882157"
X Link 2026-01-01T00:10Z [--] followers, [--] engagements

"Oct 11: The Great Liquidation. $20 Billion wiped out in a single day. Worse than FTX or Covid. A 30B KRW whale got zeroed instantly. The bloodbath of the century. 🩸 Oct 22: Another Rug Pull on Binance. At this point it's a feature not a bug. πŸ€·β™‚ Oct 30: Geopolitical Overload. US-China Summit KR Nuclear Sub approval and a KR-US Alliance meeting all in one day. Macro traders had a stroke. 🌏 Nov 3: $UXLINK delisted. The "Insider Wallet" got liquidated on a long position. Karma strikes fast. βš– https://twitter.com/i/web/status/2006685814802231303"
X Link 2026-01-01T11:15Z [---] followers, [--] engagements

"Nov 10: Man vs. Machine. The "Crypto AI Trading Battle" ends with everyone in the red. AI can't predict this clown market either. πŸ€–πŸ“‰ Nov 23: A famous Porn Star buys $50M worth of Solana. Top signal or mass adoption You decide. πŸ†πŸ’¦ Nov 27: Upbit Hack. [----] Billion KRW stolen. Not your keys not your coins. πŸ”“ Dec 12: Do Kwon gets [--] Years in prison. The Terra nightmare finally has an ending. β›“ https://twitter.com/i/web/status/2006685823320879311 https://twitter.com/i/web/status/2006685823320879311"
X Link 2026-01-01T11:15Z [---] followers, [---] engagements

"The harsh truth. Sorry to the copium addicts calling for $200. This will hurt. πŸ€• Stop comparing Unity ( $U ) to AppLovin ( $APP ). If you do you are either financially illiterate or a grifter. The Gap is undeniable: - Bloat: Unity has [----] employees. AppLovin has [----]. - Cash Flow: Unity is still bleeding red. AppLovin is a cash printer. (I know it's because of sbc and amortization. But that's what we see on the paper) - Velocity: Unity just pivoted to growth (Q3 '25). AppLovin has been compounding 40-50% YoY in its sleep. Unity is a "Turnaround." AppLovin is a "Rocket." Know the difference."
X Link 2026-01-01T22:18Z [---] followers, [---] engagements

"Now you might mistake me for bear at this point but no I'm bullish than ever. No copium (maybe some) just data. Here's my theory. Lets do a reverse-dcf model valuation. This valuation assumes the "Best Case" scenario. 🎯 It assumes Unity avoids the graveyard and matures into a standard software monopoly like Adobe ($ADBE) or Autodesk ($ADSK). The "Mature SaaS" Assumptions πŸ— - Profitability: 20% Net Margin (Standard for big tech). - Cash Flow: 100% FCF Conversion (No more cash burn). - Multiple: 25x P/FCF (Premium but realistic). - Discount: 10% (Standard WACC). Result and explanation"
X Link 2026-01-01T22:18Z [--] followers, [--] engagements

"To justify end price of [----] ($44.15) Unity need to grow 14.93% yoy revenue growth or 13.17% yoy fcf growth. Which is certainly doable. Unity did 5% revenue growth yoy and 90%() fcf growth yoy on [----] q3. These 90% growth was possible because of restructuring (layoff) and unlikely to happen again. Let's put target price of $60 19.29% yoy revenue growth or 17.47% yoy fcf growth. Still viable. What if $200 37.24% yoy revenue growth or 35.14% yoy fcf growth. Now that's copium to the max https://twitter.com/i/web/status/2006852605008642318 https://twitter.com/i/web/status/2006852605008642318"
X Link 2026-01-01T22:18Z [--] followers, [---] engagements

"The Bottom Line: Why I'm Following the Whales πŸ‹ [--]. My Target Price isn't Static πŸ“‰ My Reverse DCF model breathes with YoY growth. Right now the math says $60. But here is the kicker: If Unity manages to grow Ad revenue by 20% quarterly my price target moves up 20% quarterly right along with it. Its a dynamic trade not a "set and forget." [--]. The "Harvest" Phase 🌾 I see Unity like a Cloud giant that just finished building its massive data centers. The heavy lifting (Capex) is done. The Engine infrastructure is established. Now Its time to stop building and start harvesting the cash. [--]. The"
X Link 2026-01-01T22:18Z [--] followers, [---] engagements

"@Mr_Derivatives How in the world those people had 50m in the first place"
X Link 2026-01-01T23:11Z [--] followers, [----] engagements

"@Mr_Derivatives could've been $55k if they hadn't followed lol"
X Link 2026-01-01T23:17Z [--] followers, [---] engagements

"@AdamBLiv Saylor's genius 'safe' 11% Bitcoin yield. Boomers get paid monthly to fund the next BTC pump"
X Link 2026-01-02T00:28Z [--] followers, [---] engagements

"@BrianFeroldi But people who drive Rolls Royce is always richer"
X Link 2026-01-02T00:32Z [--] followers, [--] engagements

"@Cointelegraph XRP Army got everything in [----] except the one thing. Actual gains"
X Link 2026-01-02T00:32Z [--] followers, [---] engagements

"@elerianm @nytimes Nasdaq +21% China $1T surplus US booming despite tariffs. Or just the biggest bubble ever Popcorn ready"
X Link 2026-01-02T05:12Z [--] followers, [--] engagements

"@elonmusk Why make rocket when you can run day care center"
X Link 2026-01-02T05:37Z [--] followers, [--] engagements

"Remember Nov [--] [----] Silver was breaking ATH. Suddenly CME's data center "overheated" and trading halted for [--] hours. The official story: "Cooling system failure." The real vibe: "Protect the Shorts." That halt caused a panic buy frenzy (+6.6% in a day). Now they are using margin hikes to cool it down manually. Coincidence I don't believe in coincidences in finance"
X Link 2026-01-02T11:07Z [---] followers, [--] engagements

"Never forget who owns the casino. CME Group is a private company listed on Nasdaq. Top shareholders: BlackRock (9%) Vanguard (8%). They are not a public utility. They are a for-profit business. There are always rumors about them squeezing prices on expiry days to maximize institutional profit. Whether its true or not their recent behavioraggressive repeated hikesis incredibly suspicious. https://twitter.com/i/web/status/2007045986489876762 https://twitter.com/i/web/status/2007045986489876762"
X Link 2026-01-02T11:07Z [---] followers, [--] engagements

"Verdict:The "Silver War" is real. The Exchange (CME) is fighting the Market (Bulls) and they have the ultimate weapon: The Rulebook. Actionable: Don't use high leverage: They will hunt you. Expect volatility: Early [----] will be a bloodbath of margin calls. Watch the level: If Silver stabilizes despite these hikes the physical shortage is real. But for now Step aside and let the whales fight. $SI_F $SLV https://twitter.com/i/web/status/2007045996623388920 https://twitter.com/i/web/status/2007045996623388920"
X Link 2026-01-02T11:07Z [---] followers, [--] engagements

"@Investingcom WWE"
X Link 2026-01-02T12:17Z [--] followers, [---] engagements

"@Coinvo I'll buy when rate cut cycle ends. Too risky to enter right now"
X Link 2026-01-02T12:36Z [--] followers, [---] engagements

"@aleabitoreddit You wrote $RGTI twice. That's how much you hate those lmao"
X Link 2026-01-02T12:50Z [---] followers, [---] engagements

"@JamesEastonUK @grok does Whale Wallets holding over [----] $BTC have meaningful relationship with price"
X Link 2026-01-02T13:08Z [--] followers, [---] engagements

"$NKE Nike TA. Blue chip stock isn't my favorite. I prefer stock with more volatility. But Nike is a nice place to enter with all the big shot buying the dip (e.g. Tim Cook) Reminds me when Buffett bought United Health ( $UNH) Might buy 75$ March call myself"
X Link 2026-01-02T13:30Z [---] followers, [---] engagements

"Why is Bitcoin ( $BTC) dumping 🩸 Simple. The revolution is being sold for parts. We are witnessing the death of 'Decentralization' and the birth of 'Institutionalization.' The Whales (OGs) see the writing on the wall. They are unloading their bags because Bitcoin is no longer a movement; it's just another regulated asset for the suits. Ask yourself a hard question: Are you buying $BTC because you actually distrust the Central Banks Or are you just here to get rich The Whales know the answer. That's why they are selling to you. https://twitter.com/i/web/status/2007119701864796203"
X Link 2026-01-02T16:00Z [--] followers, [--] engagements

"Do You Hate Money πŸ’° If not don't miss this chance. The Nike ( $NKE) Boardroom just sent a $4.5M signal. When the CEO and Tim Cook start loading the boat you stop scrolling and pay attention. The December Shopping List: Tim Cook (Director): +$2.95M (50k shares) Elliott Hill (CEO): +$1.00M (16k shares) Robert Swan: +$500k Am I the only one who's bullish https://twitter.com/i/web/status/2007157444070518817 https://twitter.com/i/web/status/2007157444070518817"
X Link 2026-01-02T18:30Z [--] followers, [--] engagements

"Am I the only one to think this is a nice entry point to buy $RBLX"
X Link 2026-01-02T22:00Z [---] followers, [--] engagements

"$ZETA Daily TA 1/3 Many screamed zeta's most prominent ten bagger in [----]. Zeta's just started new year by giving the finger to retail. That's zeta for you. If you can't take the volatility go buy $SPY. Failed to hold 5ma. My thesis was price gonna bounce back at 5ma but it didn't. I got it wrong and that happens. What matters is what you do next. Rolled out all my Jan calls yesterday. I'm not letting theta decay without confident price direction https://twitter.com/i/web/status/2007226342199439750 https://twitter.com/i/web/status/2007226342199439750"
X Link 2026-01-02T23:03Z [--] followers, [--] engagements

"$NBIS Nebius Daily TA 1/2 My boy nebius never fails to surprise me. Rejected at trendline. I know it's hard but just wait until Monday for now. If it gap-up it's time to go in heavy"
X Link 2026-01-02T23:17Z [--] followers, [---] engagements

"$RDDT Reddit. Stock to want to watch closely It hit both trendline + channel top. This is a strong resistance line. But if it actually manages to breakout short term price action will be explosive"
X Link 2026-01-02T23:20Z [--] followers, [--] engagements

"Silver is the New Rare Earth. China Pulled the Trigger. πŸ”« Stop treating Silver ( $SLV) like "Gold's poor little brother." As of Jan [--] [----] it is officially a Strategic Weapon. China just applied the "Rare Earth Playbook" to Silver. Export controls βœ… State-approved lists βœ… Panic in the West βœ… This isn't a trade war. It's a resource hostage situation. πŸ‘‡ https://twitter.com/i/web/status/2007232108927107415 https://twitter.com/i/web/status/2007232108927107415"
X Link 2026-01-02T23:26Z [---] followers, [---] engagements

"Why Silver Because of China's "Holy Trinity" industries: EVs πŸš— + Solar β˜€ + Lithium πŸ”‹ Xi Jinping calls this "High-Quality Development." You can't build any of this without Silver. The Move: Oct '25: Export controls announced. Dec '25: Only [--] state-vetted companies allowed to export. Jan '26: Full licensing system active. China realized they are shipping out the "blood" of their future industries. So they applied a tourniquet. https://twitter.com/i/web/status/2007232119320576112 https://twitter.com/i/web/status/2007232119320576112"
X Link 2026-01-02T23:26Z [---] followers, [--] engagements

"$IREN Iris Energy TA Something in this world are just obvious Iren broke out. Next target is $53. Just sit back and relax. [----] looks promising for data centers"
X Link 2026-01-02T23:50Z [---] followers, [---] engagements

"@ZeroHedge_ We call them exit liquidity"
X Link 2026-01-03T01:03Z [--] followers, [--] engagements

"@PolymarketMoney His net north dropped because he DONATED TO CHARITY He is the true alpha male"
X Link 2026-01-03T01:25Z [--] followers, [----] engagements

"@Barchart Top of a bubble is imminent"
X Link 2026-01-03T05:20Z [--] followers, [---] engagements

"Using Unity and vibe coding I've replicated the tap trading. Pure dopamine. Zero scams. Zero financial loss. Who wants in yea were cooked. https://t.co/dsvALid54h yea were cooked. https://t.co/dsvALid54h"
X Link 2026-01-03T05:49Z [--] followers, [--] engagements

"Why Venezuela Trump didn't just wake up and decide to invade. Maduro handed him the gun. The [----] General Election was a total sham. Voter Turnout: A pathetic 12% (Opposition Boycott). Result: Ruling party claimed 82% of seats. Context: This follows the stolen [----] Presidential Election where exit polls showed the opposition winning 65-31. Trump waited for the perfect moment where Maduro had Zero Legitimacy. The "Dictator" label is now official. The moral license to strike is secured. βœ…"
X Link 2026-01-03T10:26Z [--] followers, [---] engagements

"Why now Look at the map. Venezuela was trying to annex 2/3 of Guyana (the Essequibo region). Why Because Guyana hit the oil jackpot (1M barrels/day by 2025). The biggest shareholder of that oil ExxonMobil"
X Link 2026-01-03T10:26Z [--] followers, [--] engagements

"Love him or hate him Trump is a Media Genius. 🧠 Last week his approval (38%) was bleeding out due to the Epstein document leaks. The narrative was completely out of control. So what did he do He flipped the table. He launched a historic raid to capture a "Narco-Dictator." Overnight the headlines shifted from "Domestic Scandal" to "Military Victory." He didn't just distract the media; he hijacked it. https://twitter.com/i/web/status/2007398080015159582 https://twitter.com/i/web/status/2007398080015159582"
X Link 2026-01-03T10:26Z [--] followers, [--] engagements

"9. Why IPPs (Independent Power Producers) [--]. Math is simple: Costs are fixed (Solar/Wind installed). Revenue (Electricity Price) doubles in [--] years. Net Margin doesn't just double; it 10x's. [--]. When the grid is desperate the guy with the power plant names the price. [--]. Watch the Renewable IPPs with existing capacity"
X Link 2026-01-03T14:50Z [---] followers, [--] engagements

"13. Nvidia GPUs are power-hungry beasts. As residential bills skyrocket Regulation will hammer inefficiencies. [--]. The new moat isn't just "Speed." It is "Performance per Watt." Apple (ARM) has led this. Low-Power Memory & NPU makers are the next targets. [--]. Efficiency is no longer "Green." It is Survival. https://twitter.com/i/web/status/2007464534949384618 https://twitter.com/i/web/status/2007464534949384618"
X Link 2026-01-03T14:50Z [---] followers, [--] engagements

"Why They FailedπŸ“‰ The oil industry requires constant maintenance and CapEx. Venezuela stopped spending on it. After nationalizing the industry and kicking out US majors they handed the keys to bureaucrats. The Purge: When state-run projects failed officials were investigated and jailed. The Paralysis: Fear took over. Bureaucrats stopped taking risks or making decisions to avoid prison. Exploration and maintenance ground to a halt"
X Link 2026-01-03T23:57Z [--] followers, [---] engagements

"The Physics Problem: Sludge vs. Oil βš— Venezuelas oil is "Extra-Heavy Crude." It is sticky high in sulfur and chemically closer to asphalt or Bunker C fuel. Logistics: Its so thick it clogs pipelines unless mixed with "Light Oil" (diluents) to make it flow. Cost: Refining it requires high-tech facilities to remove sulfur. This drives production costs up to $70/barrel compared to Saudi Arabia's $10/barrel. The Strategic Fix (The Perfect Marriage) Venezuela relies on oil for 90% of its revenue. To survive they need high oil pricesbut Trump wants low prices. Here is the solution:"
X Link 2026-01-03T23:57Z [--] followers, [----] engagements

"@Kalshi For the 67th time"
X Link 2026-01-04T00:08Z [--] followers, [--] engagements

"Dont put too much faith in FinX that doesnt include Samsung and SK hynix in their must watch ai stock"
X Link 2026-01-04T10:26Z [--] followers, [--] engagements

"@WhaleInsider Who's drooling over that gold Hint: its not Venezuela"
X Link 2026-01-04T10:31Z [--] followers, [---] engagements

"@bestplayeratlas 2021: $DOGE 2026: $NUNU $ZAZU 2036: $asdfregwa"
X Link 2026-01-04T11:45Z [--] followers, [--] engagements

"@zerohedge EU is dying. Market crash always begin in unexpected place"
X Link 2026-01-04T12:00Z [--] followers, [---] engagements

"@BillAckman At least theyre getting paid. Most of X guys do it for free"
X Link 2026-01-04T12:54Z [--] followers, [--] engagements

"@elonmusk Say that fast three times xai xai xai"
X Link 2026-01-04T14:12Z [---] followers, [---] engagements

"Thanks to Vibe Coding we are entering a new era: More people selling shovels than people digging for gold"
X Link 2026-01-04T18:25Z [--] followers, [--] engagements

"$U q4 earning on 1/29 $ZETA q4 earning on 2/19 (according to The last time they reported earnings they ripped +18% and +19% respectively. Just saying. πŸ€·β™‚ http://investing.com http://investing.com"
X Link 2026-01-05T03:02Z [---] followers, [---] engagements

"I'm diving deep into $ZETA research right now. I'll share useful findings here whenever I organize them"
X Link 2026-01-05T04:45Z [---] followers, [---] engagements

"Samsung Electronics up 7% It's already up 14.68% yoy"
X Link 2026-01-05T05:08Z [---] followers, [--] engagements

"Been watching $U since [----] and watched every single earnings call. I know the story inside out the potential is massive but so are the risks. Short version: Reality: Massive long-term upside (AI tools runtime non-gaming verticals). but current performance Fairly valued just wait until [----] re-acceleration kicks in. Bears still yelling "dead money perpetual loser" bro it's FCF positive now (record $151M in Q3 alone 20%+ trailing margins). Bulls screaming "10x undervalued genius play" chill it's finally printing cash but still GAAP-lossy and growth isn't exploding yet. Reality check: Huge"
X Link 2026-01-05T14:56Z [---] followers, [---] engagements

"Morgan Stanley just dropped some absolute gold on trading psychology. (aka Probabilities and Payoffs) tldr [--]. Position Sizing is King: It matters more than your entry. [--]. Ride the Trend: Long-term trend following pays the bills. [--]. Cut Losers Fast: Master the art of the stop-loss. [--]. Stay Flexible: The market changes so should you. [--]. Kill Your Ego: Overconfidence is the account killer. [--]. Compound It: Aim for steady growth not instant riches. [--]. Zero Bias: Trade what you see not what you think. [--]. Don't Swing for the Fences: Consistency beats "Home Runs" every time."
X Link 2026-01-05T17:26Z [---] followers, [--] engagements

"Just went through full $ZETA Q3 [----] earnings call Q&A The juiciest secrets are always buried in the Q&A Questions mostly focused on "Okay [--] guide looks tasty. Reasoning" (Q3 [--] [--] [--] 20) - We felt because of the Marigold deal . we were going to grow organically 20% again into next year from a top-line perspective. - By starting our guide at 21% year-over-year . we feel like we've left even some conservatism there. The pipeline says a lot. - Our confidence level is very very high based on where the record pipeline is what's coming out of Zeta Live. - We're seeing much larger contracts from"
X Link 2026-01-05T18:44Z [---] followers, [---] engagements

"$ZETA Daily TA 1/5 +8.84% MASSIVE pump on regular trading hours After CES "+20%" We broke through trendline and testing top channel which is $23.8. But don't get fooled by after hour pump. It's low volume high volatility and usually ends in rug pool. Wait til market open. Nice timing to take profit on short dated calls. Do not get greedy. https://twitter.com/i/web/status/2008306908470587788 https://twitter.com/i/web/status/2008306908470587788"
X Link 2026-01-05T22:37Z [---] followers, [---] engagements

"@Mr_Derivatives probably and most likely yes. Yen carry trade is not over"
X Link 2026-01-06T03:21Z [---] followers, [----] engagements

"@Mr_Derivatives for anyone interested in details https://x.com/ChiefLiquidity/status/2008380491305807953s=20 https://x.com/ChiefLiquidity/status/2008380491305807953s=20"
X Link 2026-01-06T03:30Z [---] followers, [----] engagements

"Yen carry trade is not over ⚠ The IMF believes that once the yield on the 10-year Japanese Government Bond (JGB) hits 1% investors will start preferring domestic bonds over riskier foreign investments. Currently the 10-year JGB yield has already surpassed 2%. By the IMFs standards we are well past the threshold where a "Yen Carry Trade unwind" should be happening. However while the IMF watches the 10-year yield Japanese life insurersthe real whales typically focus on the 30-year yield. The consensus is that if the 30-year JGB yield exceeds 2% these insurers will favor safe domestic bonds over"
X Link 2026-01-06T03:32Z [---] followers, [----] engagements

"He wants autonomous driving to succeed. He wants tesla to succeed He wants hyundai to succeed He wants toyoda to succeed etc. He want as many competition there is BREAKING: Elon Musk says he genuinely wants NVIDIA to succeed with its self driving video and autonomous driving technology. This is what true friends do. Wishing success even when competing at the highest level. Innovation wins when everyone pushes forward. https://t.co/0UXNHTkeWR BREAKING: Elon Musk says he genuinely wants NVIDIA to succeed with its self driving video and autonomous driving technology. This is what true friends"
X Link 2026-01-06T05:11Z [---] followers, [---] engagements

"@Mr_Derivatives We all know where this is going"
X Link 2026-01-06T05:12Z [---] followers, [---] engagements

"@cb_doge But I want Will Smith eating sphagetti"
X Link 2026-01-06T07:34Z [---] followers, [--] engagements

"Doing a deep dive on $ZETA based on their latest financials & earnings call πŸ“Š Late [----] had some real concerns (mirage growth cash collection mess losses piling up insane SBC). Fast forward to Q3 [----] most of those red flags are turning green πŸš€ Let's break it down point by point. πŸ‘‡ The "Mirage" of Growth (Gross vs Net Revenue) Risk (late 2024): Revenue looked juicy but COGS was exploding faster (44% vs 33% growth) felt like low-quality pass-through media spend. Status (Q3'25): Much healthier. Total revenue +26% YoY to $337M Cost of Revenue also +26% (from $106M $133M). Growth is now"
X Link 2026-01-06T11:10Z [---] followers, [---] engagements

"2. Cash Collection Issues (Accounts Receivable) Biggest red flag back then: [----] A/R [----] quarterly revenue (100%) booking sales but cash not coming in. Classic worry. Q3'25 update: Big improvement. Revenue $337M A/R down to $272M ratio 80%. Still elevated but way better relative to scale. Collections are improving as they grow. Green light here"
X Link 2026-01-06T11:10Z [---] followers, [--] engagements

"3. Profitability & Efficiency Concern: Growing fast but bleeding money quarter after quarter business model viability in question. Now: On the doorstep of GAAP profitability. Net loss shrunk from $17.4M just $3.6M this quarter. Adjusted EBITDA margin expanded to 23.2% (up big YoY). Expenses under control while scaling huge win. https://twitter.com/i/web/status/2008496509743157493 https://twitter.com/i/web/status/2008496509743157493"
X Link 2026-01-06T11:10Z [---] followers, [--] engagements

"@wallstengine very bullish for Doosan Enerbility"
X Link 2026-01-06T12:25Z [---] followers, [--] engagements

"While IMF favor [--] year bond Japanese life insurers(the real whales) typically focus on the 30-year yield. That's why we need to look out for [--] year bond. https://x.com/ChiefLiquidity/status/2008381221957718410s=20 *JAPAN 30-YEAR BOND YIELD RISES TO 3.50% HIGHEST LEVEL ON RECORD https://t.co/amE2iu4GtV https://x.com/ChiefLiquidity/status/2008381221957718410s=20 *JAPAN 30-YEAR BOND YIELD RISES TO 3.50% HIGHEST LEVEL ON RECORD https://t.co/amE2iu4GtV"
X Link 2026-01-06T12:27Z [---] followers, [--] engagements

"@SJosephBurns I'm a kind of guy who buys roughly in the middle of that upward climb"
X Link 2026-01-06T12:35Z [---] followers, [--] engagements

"@NoLimitGains IMF looks at [--] year real whale looks at [--] year https://x.com/ChiefLiquidity/status/2008381221957718410s=20 Yen carry trade is not over ⚠ The IMF believes that once the yield on the 10-year Japanese Government Bond (JGB) hits 1% investors will start preferring domestic bonds over riskier foreign investments. Currently the 10-year JGB yield has already surpassed 2%. By the IMFs https://t.co/DY8xBlATMn https://x.com/ChiefLiquidity/status/2008381221957718410s=20 Yen carry trade is not over ⚠ The IMF believes that once the yield on the 10-year Japanese Government Bond (JGB) hits 1%"
X Link 2026-01-06T12:38Z [---] followers, [---] engagements

"$ZETA Daily TA 1/6 Left is hourly right is daily We won guys. I'd kept all my March calls if we gap up over $23.8 But unfortunately it didn't. Only 3.8% to go for reaching [--] week high. Stock that reached new high follows channel. Channel top is $29.5. There could be some sell off at $26.6 (25 Feb high) We just have to adapt/react on the fly I sold half my march calls. I'll buy them maybe in $21-ish line. Don't get greedy. If you've been watching the price action all last year $ZETA's a demon. https://twitter.com/i/web/status/2008661942957994086"
X Link 2026-01-06T22:08Z [---] followers, [--] engagements

"$SNAP Quick TA Solid breakout. Added a position today 1st target price is $10.5 We'll see"
X Link 2026-01-06T22:51Z [---] followers, [---] engagements

"$GRAB TA [---] Started a position in grab too. solid breakout. gonna add more if we hit the second trendline and fall"
X Link 2026-01-06T22:58Z [---] followers, [--] engagements

"$U $APP KRAFTON etc game sector overall had a horrible start in [----] $U: +3% $APP: -8.2% KRAFTON: -5% Only nexon seemed to survied to purge all for wrong reason. (Space X come on)"
X Link 2026-01-07T00:17Z [---] followers, [--] engagements

"You wanna a stock that Repurchased 30% of shares in [--] years More than half of its market cap is cash. and EVERYONE forgot about Meet $INMD Chopped down pretty badly because of flat revenue. Won't show any dramatic movement like $PLTR But stock like these saves your wealth https://twitter.com/i/web/status/2008745536778891493 https://twitter.com/i/web/status/2008745536778891493"
X Link 2026-01-07T03:40Z [---] followers, [---] engagements

"Trimming my call options too. I have fight the fear of missing out and fear of dumping at the same time. Not sure if you felt it but there was a massive liquidity dump right at the open. Could be profit-taking could be a short attack. nasdaq soaked it all up though. The bears won't give up after just one try. They will reload. https://twitter.com/i/web/status/2008751176033202444 https://twitter.com/i/web/status/2008751176033202444"
X Link 2026-01-07T04:02Z [---] followers, [--] engagements

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@ChiefLiquidity
/creator/twitter::ChiefLiquidity