# ![@ClaytonS537144 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1731533579568431104.png) @ClaytonS537144 Clayton

Clayton posts on X about vix, stocks, inflation, bitcoin the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1731533579568431104/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1731533579568431104/c:line/m:interactions.svg)

- [--] Week [-----] -66%
- [--] Month [-----] +14%
- [--] Months [-------] +1,039%
- [--] Year [-------] +190%

### Mentions: [--] [#](/creator/twitter::1731533579568431104/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1731533579568431104/c:line/m:posts_active.svg)

- [--] Months [--] -23%
- [--] Year [---] -46%

### Followers: [-------] [#](/creator/twitter::1731533579568431104/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1731533579568431104/c:line/m:followers.svg)

- [--] Week [-----] -0.18%
- [--] Month [-----] -0.73%
- [--] Months [-----] +176%
- [--] Year [-----] +314%

### CreatorRank: [---------] [#](/creator/twitter::1731533579568431104/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1731533579568431104/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)  [exchanges](/list/exchanges)  [celebrities](/list/celebrities)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[vix](/topic/vix), [stocks](/topic/stocks), [inflation](/topic/inflation), [bitcoin](/topic/bitcoin), [ratio](/topic/ratio), [roc](/topic/roc), [money](/topic/money), [bullish](/topic/bullish), [major](/topic/major), [in the](/topic/in-the)

**Top accounts mentioned or mentioned by**
[@dampedspring](/creator/undefined) [@crowdedmktrpt](/creator/undefined) [@axcilla](/creator/undefined) [@menlobear](/creator/undefined) [@bobeunlimited](/creator/undefined) [@amlivemon](/creator/undefined) [@chartfest1](/creator/undefined) [@donmiami3](/creator/undefined) [@mcclellanosc](/creator/undefined) [@markungewitter](/creator/undefined) [@paulschatz](/creator/undefined) [@bartsquandry](/creator/undefined) [@hmeisler](/creator/undefined) [@leadlagreport](/creator/undefined) [@dkellercmt](/creator/undefined) [@basedbeffjezos](/creator/undefined) [@schinzler1](/creator/undefined) [@jasongoepfert](/creator/undefined) [@chamath](/creator/undefined) [@walterdeemer](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SPX6900 (SPX)](/topic/$spx) [Rally (RLY)](/topic/rally) [BEAM (BEAM)](/topic/$beam) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Schrodinger, Inc. (SDGR)](/topic/$sdgr) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [S&P Global Inc (SPGI)](/topic/$spgi) [April (APRIL)](/topic/april) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Broadcom, Inc. (AVGO)](/topic/broadcom) [Synopsys, Inc. (SNPS)](/topic/synopsys) [QuantumCore (QBS)](/topic/quantum)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@530joe @RJRCapital The market is propped up by foreign money. As it has been in every other instance where the fed tightens Fed tightens other countries go into recession money flows to U.S assets other economies recover Money flows out of stocks into treasuries & EM"  
[X Link](https://x.com/ClaytonS537144/status/1756771960816582777)  2024-02-11T20:07Z [--] followers, [--] engagements


"@dampedspring Vix confirms this statement"  
[X Link](https://x.com/ClaytonS537144/status/1757157715682427127)  2024-02-12T21:40Z [--] followers, [---] engagements


"@jasongoepfert Yes. If you pull a caracas than your market will go up"  
[X Link](https://x.com/ClaytonS537144/status/1757382028121473399)  2024-02-13T12:31Z [--] followers, [--] engagements


"@BartsQuandry They'd send seal team [--] in to blow up tsmc and blame it on China so they could get involved"  
[X Link](https://x.com/ClaytonS537144/status/1758571725220937826)  2024-02-16T19:19Z [---] followers, [--] engagements


"@BartsQuandry Yup half its fleet. Onboard: The same team that detonated the Nordstream pipeline currently preparing to send Tsm sky high And blame it on Xi being jealous This is essentially a fight to supress communism for good Watched Xi build up China now we take it away from him"  
[X Link](https://x.com/ClaytonS537144/status/1758573741041217944)  2024-02-16T19:27Z [---] followers, [--] engagements


"Flash Fiction Story: The Fallen Artist & Author: Myself Perspective Created: Lone Survivor Image created through: DallE"  
[X Link](https://x.com/ClaytonS537144/status/1758905248012227063)  2024-02-17T17:24Z [---] followers, [---] engagements


"Flash Fiction Story: The Fallen Pre WHC Artist & Author: Myself Perspective Created: Elon Musk's Letter to Humanity Image created through: DallE"  
[X Link](https://x.com/ClaytonS537144/status/1758932776198209752)  2024-02-17T19:13Z [---] followers, [--] engagements


"@VolumeLeaders This reply is perfection 😂 But yeah I am also basing my opinion and position on those previous etf trades"  
[X Link](https://x.com/ClaytonS537144/status/1760305509976912068)  2024-02-21T14:08Z [---] followers, [--] engagements


"@eliant_capital @concodanomics His quant: "More people have been loading calls than puts so it must go up""  
[X Link](https://x.com/ClaytonS537144/status/1760335495991534000)  2024-02-21T16:07Z [---] followers, [---] engagements


"@eliant_capital @concodanomics His Quant rn: Cheaper calls baby"  
[X Link](https://x.com/ClaytonS537144/status/1760353138328944750)  2024-02-21T17:17Z [---] followers, [---] engagements


"@hmeisler @pittore187 This is going to be Amd tomorrow Posterchild of sympathy trades"  
[X Link](https://x.com/ClaytonS537144/status/1760392281729671405)  2024-02-21T19:53Z [---] followers, [--] engagements


"@leadlagreport One company influenced the entire global market cap by [--] trillion. Global meltup"  
[X Link](https://x.com/ClaytonS537144/status/1760685113179070545)  2024-02-22T15:16Z [---] followers, [----] engagements


"@chamath in November [----] "When stocks are at ath's Bitcoin is at Ath's and Ceo's are selling massive chunks of shares of companies they built I think its safe to call a top" @leadlagreport Now that all is happening but the trade to safety is happening & rates are at ath's US IG BOND VOLUME TOPS $60B FOR WEEK; MOST SINCE MARCH [----] US IG BOND VOLUME TOPS $60B FOR WEEK; MOST SINCE MARCH 2022"  
[X Link](https://x.com/ClaytonS537144/status/1761097663909450039)  2024-02-23T18:36Z [---] followers, [--] engagements


"@leadlagreport The fed also can't cut if credit spreads do widen but UE is at historic lows and inflation is above 3%. So We're F**ked"  
[X Link](https://x.com/ClaytonS537144/status/1761851511951241227)  2024-02-25T20:31Z [---] followers, [--] engagements


"@SmokeAwayyy Yeah except Elon Musk has literally never in his career delivered a single thing on time"  
[X Link](https://x.com/ClaytonS537144/status/1762193955469373894)  2024-02-26T19:12Z [---] followers, [--] engagements


"@abcampbell @BobEUnlimited There is your Slack increase. Not sustainable CA state budget deficit balloons to $73 billion per last week's update from the Legislative Analyst's Office which has repeatedly contradicted Newsom's claim the state "only" faces a $38 billion deficit. https://t.co/ec9Y5Kmi1Y CA state budget deficit balloons to $73 billion per last week's update from the Legislative Analyst's Office which has repeatedly contradicted Newsom's claim the state "only" faces a $38 billion deficit. https://t.co/ec9Y5Kmi1Y"  
[X Link](https://x.com/ClaytonS537144/status/1762204291765358882)  2024-02-26T19:53Z [---] followers, [--] engagements


"@dampedspring Andy I feel as though we are in a new paradigm where the stock market rises due to excess liquidity and gamblers 0dte'ing Maybe the market lost all rationality gamblers in sh**coins lose everything or make millions There is no great equalizer anymore lol. Powell supports em"  
[X Link](https://x.com/ClaytonS537144/status/1763230763749609732)  2024-02-29T15:52Z [---] followers, [--] engagements


"@1tqqq @dampedspring 1) Semi's trading at [---] p/e's 2) Semi's averaging 25% M/M gains 3) Bitcoin trading at a higher market cap than [---] of the largest companies in the world 4) The S&P gaining 25% in [--] months 5) Debt higher in every metric than it's ever been 6) A S&P levered 4x etf just came out"  
[X Link](https://x.com/ClaytonS537144/status/1763290020394180659)  2024-02-29T19:47Z [---] followers, [--] engagements


"Ray Dalio: "We aren't in a bubble" AMD:"  
[X Link](https://x.com/ClaytonS537144/status/1763303168148963813)  2024-02-29T20:40Z [---] followers, [--] engagements


"AMD: "We're aren't going to completely stop production on the things we make that are selling" *Gains [--] Billion in a single day* Revenue for 2023: [--] Billion"  
[X Link](https://x.com/ClaytonS537144/status/1763303976974327946)  2024-02-29T20:43Z [---] followers, [--] engagements


"Brazil United Kingdom Japan Germany Canada Australia All entering recessions None of them are stimulating or cutting rates. Should be a warning sign to future QE advocates JUST IN: Brazil's economy reports no growth for the second straight quarter JUST IN: Brazil's economy reports no growth for the second straight quarter"  
[X Link](https://x.com/ClaytonS537144/status/1763617183429509397)  2024-03-01T17:27Z [---] followers, [--] engagements


"QQQ #1 Coming in today NVDA #2 Yesterday $QQQ - 5M @ [------]. Charts later. That'll be #1 though. $QQQ - 5M @ [------]. Charts later. That'll be #1 though"  
[X Link](https://x.com/ClaytonS537144/status/1763629377672061054)  2024-03-01T18:16Z [---] followers, [--] engagements


"The Same people screaming the fed should stop hiking because something will break are going to be the same people screaming they need to cut when they'll keep rates over 3% in wake of a crisis. The fed cannot and will not lower rates to 0% again. The dollar would collapse"  
[X Link](https://x.com/ClaytonS537144/status/1764352167354245340)  2024-03-03T18:08Z [---] followers, [---] engagements


"The U.S is forseeing that other countries will cut rates well before them Except this time the U.S is in better shape than them So instead of the dollar spiking an insane amount when other countries cut they are spending the difference in terms of the deficit. @dampedspring The Same people screaming the fed should stop hiking because something will break are going to be the same people screaming they need to cut when they'll keep rates over 3% in wake of a crisis. The fed cannot and will not lower rates to 0% again. The dollar would collapse The Same people screaming the fed should stop"  
[X Link](https://x.com/ClaytonS537144/status/1764358012330721767)  2024-03-03T18:31Z [---] followers, [--] engagements


"@eb10s We have kept rates at [--] but are in alot better shape than other countries that have aswell That is the difference and will be Everything is broken But the U.S is less broken"  
[X Link](https://x.com/ClaytonS537144/status/1764360424802144746)  2024-03-03T18:41Z [---] followers, [--] engagements


"@Karl_E_B @mnkahn @WalterDeemer People haven't changed If social media was a thing back then the sentiment would have been identical"  
[X Link](https://x.com/ClaytonS537144/status/1766263583430557964)  2024-03-09T00:43Z [---] followers, [--] engagements


"$SPGI x $QQQ Is still batting [---] Never has a drop of 7% in spgi not lead to a large decline in every major index I called this last July and it lead to a 10% drawdown @DonMiami3 more to come"  
[X Link](https://x.com/ClaytonS537144/status/1766274201214713867)  2024-03-09T01:26Z [---] followers, [---] engagements


"@WayneWhaley1136 i'm curious your take on the S&P Global relationship with the S&P & QQQ whenever $SPGI has fallen 7% in a single day a large correction has taken place in both index's going all the way back to [----] SPGI has premeditated every single drawdown in markets except for Lehman"  
[X Link](https://x.com/ClaytonS537144/status/1766495671341695414)  2024-03-09T16:06Z [---] followers, [---] engagements


"Welp I can say we are there in a few stocks and people are still buying XD Nvidia [----] calls and [----] calls have huge volume It's honestly fun to see this crazy type of irrational speculation but backed by nothing more than ego and confidence So imagine here is all you know. Buy or sell https://t.co/oVO05oXC81 So imagine here is all you know. Buy or sell https://t.co/oVO05oXC81"  
[X Link](https://x.com/ClaytonS537144/status/1766904410037182597)  2024-03-10T19:10Z [---] followers, [--] engagements


""I guess they're always right" Vix + 20% since this post"  
[X Link](https://x.com/ClaytonS537144/status/1767194882311967123)  2024-03-11T14:24Z [---] followers, [--] engagements


"The Largest Disconnect in [--] years A month ago $Spgi dropped 7% in a single day the gap will close Watch for a 18-21% pullback from the S&P Global's peak for forward guidance"  
[X Link](https://x.com/ClaytonS537144/status/1767217404315083250)  2024-03-11T15:53Z [---] followers, [--] engagements


"Just to further my study on this correlation $Spgi peaked @ a 18.07% 6M return Followed by $QQQ peaking at a 18.21% return a month later. @McClellanOsc as Tom would say: at what point do you stop asking why and just accept what is"  
[X Link](https://x.com/ClaytonS537144/status/1767245130350641481)  2024-03-11T17:44Z [---] followers, [--] engagements


"Watch $SPGI"  
[X Link](https://x.com/ClaytonS537144/status/1767574195754369397)  2024-03-12T15:31Z [---] followers, [----] engagements


"@hmeisler Have you purchased a Ninja Creami Amazing for creating icecream and super easy"  
[X Link](https://x.com/ClaytonS537144/status/1767977365139812381)  2024-03-13T18:13Z [---] followers, [--] engagements


"$NVDA bounced off this print that VL showed a few days ago But it's now heading back towards it @VolumeLeaders"  
[X Link](https://x.com/ClaytonS537144/status/1768320200187773280)  2024-03-14T16:56Z [---] followers, [---] engagements


"@luckycharmsyo Yeah I noticed Dxy this morning the U.S will be the last to cut rates so it should keep rising"  
[X Link](https://x.com/ClaytonS537144/status/1771280001159020989)  2024-03-22T20:57Z [---] followers, [--] engagements


"And Nvidia pumps 2% This is how you know it's a bubble China steps away from American made chip Nvidia has competition Intel & google said they're going to try and out compete Nvidia All news released just today and the stock is up 2% Samsung grabs a $750MM order from $NVDA. Korean company Naver wanted to ensure they had more than one source for AI chips and some think Samsung's Mach-1 has advantages over Nvidia's chips. $NVDA is a fantastic company but AI chips were never going to be a perpetual monopoly. Samsung grabs a $750MM order from $NVDA. Korean company Naver wanted to ensure they had"  
[X Link](https://x.com/ClaytonS537144/status/1772273555960402007)  2024-03-25T14:45Z [---] followers, [--] engagements


"Haven't looked at the market yet I'm assuming Nvidia is up 0.7-1.5% and the S&P is up 0.4% due to bad consumer sentiment & horrible manufacturing data"  
[X Link](https://x.com/ClaytonS537144/status/1772642509698506910)  2024-03-26T15:11Z [---] followers, [--] engagements


"okay so the S&P is up 0.3% and Nvidia is barely down after a 99% run up in [--] months Seems in line See ya tomorrow"  
[X Link](https://x.com/ClaytonS537144/status/1772642756298490160)  2024-03-26T15:12Z [---] followers, [--] engagements


"This Gap will get filled. Always does. $SPGI x $QQQ"  
[X Link](https://x.com/ClaytonS537144/status/1772772455947354197)  2024-03-26T23:47Z [---] followers, [---] engagements


"@amlivemon @dampedspring Yes. And the S&P Global has lead every single rally / drawdown. Goodluck pumping tech in the next month"  
[X Link](https://x.com/ClaytonS537144/status/1773861328492400693)  2024-03-29T23:54Z [---] followers, [---] engagements


"@amlivemon @dampedspring The market has nothing to do with inflation. Inflation is caused by the deficit funding the [--] million americans on the government payroll which a huge portion is allocated for unproductive reasons. The wealth effect would not budge a [--] Trillion dollar economy"  
[X Link](https://x.com/ClaytonS537144/status/1773863780100776127)  2024-03-30T00:04Z [---] followers, [---] engagements


"@amlivemon @dampedspring The argument is voided the second someone thinks your neighbour buying a new lulu lemon tshirt due to stock prices is what is causing global inflation in a [---] Trillion dollar world economy"  
[X Link](https://x.com/ClaytonS537144/status/1773864127607276014)  2024-03-30T00:05Z [---] followers, [---] engagements


"@amlivemon @dampedspring It doesn't. Explain how inflation was at 2% during the dotcom boom. Where assets rose 210% in [--] years. You have no idea what drives world economics if that's your reasoning"  
[X Link](https://x.com/ClaytonS537144/status/1773865394144412115)  2024-03-30T00:10Z [---] followers, [---] engagements


"@amlivemon @dampedspring Essentially 20% of all americans during covid were on the government payroll That is [--] million people getting funded by the government to do nothing. That creates inflation. Not stock prices. Hard to imagine how you have 18k followers. Holy"  
[X Link](https://x.com/ClaytonS537144/status/1773865818675098063)  2024-03-30T00:12Z [---] followers, [--] engagements


"40000 followers Spends all his time on X Spent years researching stocks & charts & "economics" Has no fricken idea how inflation is created. FinX is doomed @amlivemon @dampedspring It doesn't. Explain how inflation was at 2% during the dotcom boom. Where assets rose 210% in [--] years. You have no idea what drives world economics if that's your reasoning. @amlivemon @dampedspring It doesn't. Explain how inflation was at 2% during the dotcom boom. Where assets rose 210% in [--] years. You have no idea what drives world economics if that's your reasoning"  
[X Link](https://x.com/ClaytonS537144/status/1773868720437256367)  2024-03-30T00:23Z [---] followers, [--] engagements


"Bull markets don't start & continue with everybody getting rich. Only idiots would believe this. This is the largest suckers rally in history to draw in and destroy all of this excess liquidity. Annual flows into US equities 🚀 Source BofA https://t.co/UJypyMrpf8 Annual flows into US equities 🚀 Source BofA https://t.co/UJypyMrpf8"  
[X Link](https://x.com/ClaytonS537144/status/1776810956863291643)  2024-04-07T03:15Z [---] followers, [---] engagements


"There are now two scenerios for smallcaps: The Fed keeps rates higher for longer than anybody is predicting which would be Bearish The Fed cuts because a recession has forced their hand Which would be Bearish"  
[X Link](https://x.com/ClaytonS537144/status/1777326032242057670)  2024-04-08T13:22Z [---] followers, [--] engagements


"There is almost a [--] probability now that we get a low inflation high growth economy where the Fed cuts rates because everything is perfect Which is what Tom Lee's vision was in Jan"  
[X Link](https://x.com/ClaytonS537144/status/1777326622871269675)  2024-04-08T13:24Z [---] followers, [--] engagements


"@youngmogul4life @BartsQuandry It's leaning more towards a cold CPI. Oil down while Gold is up signals lower inflation and rate cuts ahead. But Oil falling regardless of geopolitical risk means likely demand for oil will be slowing Signalling a potential slowing of the economy heading into the back half"  
[X Link](https://x.com/ClaytonS537144/status/1777717511565279692)  2024-04-09T15:17Z [---] followers, [--] engagements


"@dampedspring The market is heading lower. Regardless of whatever this cpi print says If the market pops today it'll close the day lower"  
[X Link](https://x.com/ClaytonS537144/status/1778010691976204666)  2024-04-10T10:42Z [---] followers, [--] engagements


"Welp I was right too bad I'm short Nvidia lol"  
[X Link](https://x.com/ClaytonS537144/status/1778056936744689920)  2024-04-10T13:46Z [---] followers, [--] engagements


"Exact timeline of Nvidia rn"  
[X Link](https://x.com/ClaytonS537144/status/1778473979994333607)  2024-04-11T17:23Z [---] followers, [--] engagements


"@BobEUnlimited "Golds warning of a war" What are central bankers jobs To stabilize their currencies. In a world where we will have a DXY spike what is the most obvious way to support the currency when you can't raise rates Increase your gold reserves. This is why the price is increasing"  
[X Link](https://x.com/ClaytonS537144/status/1778734492485558436)  2024-04-12T10:38Z [---] followers, [---] engagements


"@churonoinc @IDKFA3 It's a measure of global risk appetite. If it breaks support @ [----] gold will fall & the S&P will fall faster than gold Because we will enter recessionary territory"  
[X Link](https://x.com/ClaytonS537144/status/1780066630917042493)  2024-04-16T02:52Z [---] followers, [--] engagements


"@dampedspring @BobEUnlimited @Orangeman1992 We are on the same path as we were in [----]. Identical. Down to the % gains across all sectors. The exact sectors leading the rally. Tlt supressed at record levels. It's the same. Bring all of these charts forward [--] month and it's like looking into a mirror"  
[X Link](https://x.com/ClaytonS537144/status/1782199533214277835)  2024-04-22T00:07Z [---] followers, [--] engagements


"@dampedspring @BobEUnlimited @Orangeman1992 The market dropped 6% before rallying again. We are basically there now. If the market rallies from here there is likely another dollar/debt crisis on the horizon Based on the Gold/Tlt ratio this will be worse"  
[X Link](https://x.com/ClaytonS537144/status/1782200593672761790)  2024-04-22T00:11Z [---] followers, [--] engagements


"But they'll try and tell you that inflation is supposed to keep on coming in hotter than expected. Lol"  
[X Link](https://x.com/ClaytonS537144/status/1782612556630114790)  2024-04-23T03:28Z [---] followers, [--] engagements


"@Joey_B1974 @epictrades1 Eh man all I know is warren buffet isn't on twitter saying "Bought $Oxy 🤣🤣😂 OXY to $150""  
[X Link](https://x.com/ClaytonS537144/status/1784584534484234417)  2024-04-28T14:04Z [---] followers, [--] engagements


"These are all off the back of earnings blowouts. Investors are telling them they cannot spend this much. Open sourcing Large LLM's creates an ecosystem where revenue for services like chatgpt's are going to be non existent. It'll all be free"  
[X Link](https://x.com/ClaytonS537144/status/1784968073100898730)  2024-04-29T15:28Z [---] followers, [--] engagements


"Also always remember when this ship fails @chamath said with a straight face to every single All in podcast watcher "Nvidia could be worth [--] Trillion dollars" This is a man who's large investment is in a company that directly competes with Nvidia's inference revenue @GroqInc"  
[X Link](https://x.com/ClaytonS537144/status/1784969527052169305)  2024-04-29T15:34Z [---] followers, [--] engagements


"May 1st [----] Cisco Rsi: [--] April 29th [----] Nvidia Rsi: 54"  
[X Link](https://x.com/ClaytonS537144/status/1785051482208801140)  2024-04-29T21:00Z [---] followers, [---] engagements


"@BartsQuandry Because inflation isn't an issue and we are heading into a period where the USD will outpreform other currencies So they're selling Gold to buy USD"  
[X Link](https://x.com/ClaytonS537144/status/1785446454879723973)  2024-04-30T23:09Z [---] followers, [--] engagements


"@VoteRepubStore @PeterSchiff False. Peter is wrong powell needs to ackowledge the possibility of a recession off the back of a weak GDP number to both drop yields & assets. Peter is talking his book"  
[X Link](https://x.com/ClaytonS537144/status/1785449432038740149)  2024-04-30T23:21Z [---] followers, [--] engagements


"@VoteRepubStore @PeterSchiff Peter is betting on a hyper inflationary crisis lol He's been right on Gold for the wrong reasons lol But still he's been right and in finance that's all that matters"  
[X Link](https://x.com/ClaytonS537144/status/1785452037997580535)  2024-04-30T23:31Z [---] followers, [--] engagements


"Nvidia's Rsi April 30th: [-----] Cisco's Rsi May 2nd: [-----] Tomorrow will Nvidia hit a [--] Rsi 🤔"  
[X Link](https://x.com/ClaytonS537144/status/1785462264092413974)  2024-05-01T00:12Z [---] followers, [--] engagements


"@hmeisler Everyone sold out of em in [----] and went into nvidia"  
[X Link](https://x.com/ClaytonS537144/status/1785736451675545746)  2024-05-01T18:22Z [---] followers, [--] engagements


"@rpgoyal_ The 10Y follows GDP growth So to think the 10Y will just rise to 7% suddenly completely goes against @BobEUnlimited narrative of a recession being even close to where we are now"  
[X Link](https://x.com/ClaytonS537144/status/1786258107452006693)  2024-05-03T04:54Z [---] followers, [---] engagements


"@rpgoyal_ @BobEUnlimited The 10Y doesn't cause recessions lol It's a reaction function trying to figure out the reasonable rate for it's economy based on growth"  
[X Link](https://x.com/ClaytonS537144/status/1786259689610649966)  2024-05-03T05:01Z [---] followers, [--] engagements


"@rpgoyal_ @BobEUnlimited What causes recessions is the short term rate being above the 10Y rate for too long because it's above the growth rate. Every day it's above the 10Y rate it causes stress on the economy. An easy analogy is to picture 10Y as wages and the 2Y as Inflation. Somethin will break"  
[X Link](https://x.com/ClaytonS537144/status/1786268202076361200)  2024-05-03T05:35Z [---] followers, [--] engagements


"Despite what permabulls tell you like @RyanDetrick etc. If the entire market rallied even 13% we would hit levels not seen in the entire existence of the U.S (they are assuming 20+% in [--] months lol and 60% in [--] years)"  
[X Link](https://x.com/ClaytonS537144/status/1786872243357659421)  2024-05-04T21:35Z [---] followers, [----] engagements


"Assume the most generous compounded GDP growth rate and apply that to their "formulas" and they sound literally insane"  
[X Link](https://x.com/ClaytonS537144/status/1786872586674098181)  2024-05-04T21:36Z [---] followers, [---] engagements


"S&P Priced in Gold today officially made it's first deathcross since the bear market of 2022"  
[X Link](https://x.com/ClaytonS537144/status/1787637667435340078)  2024-05-07T00:16Z [---] followers, [---] engagements


"The S&P to gold had a death cross at exactly the peak of the [----] [----] & [----] bear markets. So if we are entering a bear market the peak *might* be in & @dampedspring is right Despite the rally"  
[X Link](https://x.com/ClaytonS537144/status/1787677937891705004)  2024-05-07T02:56Z [---] followers, [--] engagements


"@dampedspring It's not a reliable top indicator but if the market gets rejected here that'll be a big signal imo"  
[X Link](https://x.com/ClaytonS537144/status/1787678508119961827)  2024-05-07T02:59Z [---] followers, [--] engagements


"Human behaviour never changes Just the amount of people who think they'll get rich off of a parabolic hype train has increased The variable seperating the two charts of $Nvda & $Csco : The Robinhood cult following"  
[X Link](https://x.com/ClaytonS537144/status/1787868352335032695)  2024-05-07T15:33Z [---] followers, [---] engagements


"We are starting a bear market combine this with the TLT positioning it's so eerie. $SPY - Let's contextualize this information. It's important to know what "unusual" means. Since [----] - Number of days we've had two or more 1M-share DP prints on the same day: [----]. That's approximately 63% of trading days. Since [----] - Number of days we've had two or https://t.co/oTIp8Kc4iv $SPY - Let's contextualize this information. It's important to know what "unusual" means. Since [----] - Number of days we've had two or more 1M-share DP prints on the same day: [----]. That's approximately 63% of trading days."  
[X Link](https://x.com/ClaytonS537144/status/1788026753681641841)  2024-05-08T02:02Z [---] followers, [---] engagements


"Bob Elliot is a known and big macro anaylst Still thinks even after the past [--] months that the 10Y slows the economy. Blows my mind. He keeps saying "it's not restrictive enough" The 10Y is not the restrictive part of the yield curve"  
[X Link](https://x.com/ClaytonS537144/status/1788593242793005379)  2024-05-09T15:33Z [---] followers, [--] engagements


"@StockMKTNewz If OpenAi doesn't make their product free it won't mean anything"  
[X Link](https://x.com/ClaytonS537144/status/1788765869247537567)  2024-05-10T02:59Z [---] followers, [--] engagements


"@leadlagreport Ai is just the narrative behind the rally Semiconductor stocks rallied 60% during the same period in [----] & [----] Where was ai then"  
[X Link](https://x.com/ClaytonS537144/status/1788951588582662293)  2024-05-10T15:17Z [---] followers, [--] engagements


"Getting Rejected while the QQQ is basically at ath's. Imo that's cause for concern"  
[X Link](https://x.com/ClaytonS537144/status/1788968176954356172)  2024-05-10T16:23Z [---] followers, [--] engagements


"Might explain the $900 magnet on Nvidia"  
[X Link](https://x.com/ClaytonS537144/status/1788969143749816476)  2024-05-10T16:27Z [---] followers, [--] engagements


"Another day with Amc rising more in [--] hours than a decades worth of fund manager gains This is the bull market @granthawkridge @RyanDetrick Were hoping for"  
[X Link](https://x.com/ClaytonS537144/status/1790332249184833720)  2024-05-14T10:44Z [---] followers, [--] engagements


"@LanceRoberts @SoberLook Don't worry they're making [-----] per day yoloing into meme stocks & Nvidia They'll pay em off in two days"  
[X Link](https://x.com/ClaytonS537144/status/1790763096216158327)  2024-05-15T15:16Z [---] followers, [--] engagements


"Nvidia/Copper If you bought Nvidia before this rally you got lucky. That's it"  
[X Link](https://x.com/ClaytonS537144/status/1790770152427893008)  2024-05-15T15:44Z [---] followers, [---] engagements


"Nvidia/Copper Semi margins getting decimated every single day"  
[X Link](https://x.com/ClaytonS537144/status/1791464481207287937)  2024-05-17T13:43Z [---] followers, [---] engagements


"The price action today confirms everything i've been saying A 6.5% spread this Nvidia rally was caused strictly by fomo Can't predict stupid Nvidia/Copper Semi margins getting decimated every single day. Nvidia/Copper Semi margins getting decimated every single day"  
[X Link](https://x.com/ClaytonS537144/status/1791579533058900095)  2024-05-17T21:20Z [---] followers, [--] engagements


"Mostly chip makers like amd/intel/nvidia not semi conductor manufacturers like tsm etc. Copper is the main metal used for cooling and those h200's likely need a boatload of copper. Every generation of gpu requires more power and gets hotter"  
[X Link](https://x.com/ClaytonS537144/status/1791586167554724181)  2024-05-17T21:46Z [---] followers, [--] engagements


"This is my explanation as to why large managers are shifting to qualcom etc. Reasonably priced and semi conductors are used in everything Nvidia gpus aren't and their margins have to be shrinking"  
[X Link](https://x.com/ClaytonS537144/status/1791586631952318860)  2024-05-17T21:48Z [---] followers, [--] engagements


"It's not just copper though every metal right now that is rallying also is used in the process. Could be very wrong about this but the Nvidia/Copper ratio says it's meaningful"  
[X Link](https://x.com/ClaytonS537144/status/1791588518097272956)  2024-05-17T21:56Z [---] followers, [--] engagements


"Every person I follow is now turning skeptical or bearish They were mostly bullish from the bottom of the pullback Very similar to the peak in march. @mark_ungewitter is the only one clinging to a cyclical top being [--] months away But admitting we're close"  
[X Link](https://x.com/ClaytonS537144/status/1792995182368944173)  2024-05-21T19:05Z [---] followers, [--] engagements


"Almost noone is saying a new bull market is going to last for years and bring us to 6000+"  
[X Link](https://x.com/ClaytonS537144/status/1792995626021519427)  2024-05-21T19:07Z [---] followers, [--] engagements


"Tomorrow we see who's right"  
[X Link](https://x.com/ClaytonS537144/status/1793045191328194868)  2024-05-21T22:24Z [---] followers, [---] engagements


"Nvidia almost certainly beats earnings Imo guidence for their eps will be down due to manufacturing costs But i'm rarely right on these things Just my two cents"  
[X Link](https://x.com/ClaytonS537144/status/1793319133276246424)  2024-05-22T16:32Z [---] followers, [---] engagements


"I'm old enough to remember when everybody was afraid to buy Nvidia at [---] Calling it a bubble Those same people are now saying there's little to [--] risk at $950"  
[X Link](https://x.com/ClaytonS537144/status/1793337105763971428)  2024-05-22T17:44Z [---] followers, [---] engagements


"Bumping against resistance Imagine if the ponzi Nvidia wasn't up today from counting future orders as revenue Still in a downtrend despite the past week of ath's on the index's 2022-Esque https://t.co/BMn0ENFqnQ 2022-Esque https://t.co/BMn0ENFqnQ"  
[X Link](https://x.com/ClaytonS537144/status/1793689825821987249)  2024-05-23T17:05Z [---] followers, [---] engagements


"How is it that the companies that supply the rest of the parts for every single data center buildout had declining revenue Q/Q but Nvidia was "up" How does one build an entire data center from just gpus lol Absolutely fraudulent ponzi literally makes no sense"  
[X Link](https://x.com/ClaytonS537144/status/1793692330807132279)  2024-05-23T17:15Z [---] followers, [--] engagements


"COST / SOXX Do Kirkland jeans have Ai in them or. Why are these charts identical lol"  
[X Link](https://x.com/ClaytonS537144/status/1794102847862087821)  2024-05-24T20:27Z [---] followers, [---] engagements


"Since October the semiconductor etf & costco have had a 1:1 correlation $1 hotdogs are the new H100's"  
[X Link](https://x.com/ClaytonS537144/status/1794103774300033186)  2024-05-24T20:30Z [---] followers, [--] engagements


"Actually one of the best ones yet The state of Nvidia's growth & the economy is spot on E180: scarlett johansson vs openai nvidia's trillion-dollar problem the "vibecession" plastic in our balls (0:00) bestie intros: recapping "general ai hospital" (2:46) scarlett johansson vs. @openai (14:37) openai's novel off-boarding agreements ex-employee equity problem https://t.co/mUEAybSTZA E180: scarlett johansson vs openai nvidia's trillion-dollar problem the "vibecession" plastic in our balls (0:00) bestie intros: recapping "general ai hospital" (2:46) scarlett johansson vs. @openai (14:37)"  
[X Link](https://x.com/ClaytonS537144/status/1794128213137834293)  2024-05-24T22:07Z [---] followers, [--] engagements


"@boog007zippy it's all a giant algorithm good asset managers don't even trade themselves anymore Renaissance & Stan Druckenmillers fund had almost identical Nvidia trades and renaissance is all automated lol"  
[X Link](https://x.com/ClaytonS537144/status/1794389450535174247)  2024-05-25T15:25Z [---] followers, [--] engagements


"@unusual_whales Elon musk said we'll have [--] million people living on mars by [----] lmfao. Guy's timelines are always so far off"  
[X Link](https://x.com/ClaytonS537144/status/1794406024851734940)  2024-05-25T16:31Z [---] followers, [--] engagements


"By Ai I mean being able to run models where treatments & drugs can interact with all of the different cells in a body to see the side effects speeding up trials etc"  
[X Link](https://x.com/ClaytonS537144/status/1794510973522346028)  2024-05-25T23:28Z [---] followers, [--] engagements


"If i'm wrong mark this down as the worst Ai spread trade of all time lmao Inversing Nvidia here and buying Pfizer"  
[X Link](https://x.com/ClaytonS537144/status/1794512453193114094)  2024-05-25T23:34Z [---] followers, [--] engagements


"Nvidia reported 1.5B more than was expected for their Q1 earnings Because of that 1.5B It has added [---] Billion in market cap. There are no fundamentals anymore"  
[X Link](https://x.com/ClaytonS537144/status/1795500080478167494)  2024-05-28T16:59Z [---] followers, [---] engagements


"Nvidia gained more today market cap wise than it did after earnings"  
[X Link](https://x.com/ClaytonS537144/status/1795509126748848307)  2024-05-28T17:35Z [---] followers, [--] engagements


"This is Vertiv a cooling supplier for these "Data Centers" Up 758% in [--] months. [--] revenue growth. Declining actually"  
[X Link](https://x.com/ClaytonS537144/status/1795533143065399652)  2024-05-28T19:10Z [---] followers, [---] engagements


"My new drinking game Inverse Nvidia everytime a new margarita is reached Me looking at my portfolio rn: $NVDA -🍹🍹🍹🍹🍹🍹 https://t.co/nlPAzhCSB2 $NVDA -🍹🍹🍹🍹🍹🍹 https://t.co/nlPAzhCSB2"  
[X Link](https://x.com/ClaytonS537144/status/1795537572376252732)  2024-05-28T19:28Z [---] followers, [--] engagements


"Stan Druckenmiller after he went on Cnbc calling for a recession in [----] While full sending Nvidia"  
[X Link](https://x.com/ClaytonS537144/status/1795612787609321482)  2024-05-29T00:27Z [---] followers, [---] engagements


"Explains it: https://www.buildcentral.com/data-center-construction/ https://www.buildcentral.com/data-center-construction/"  
[X Link](https://x.com/ClaytonS537144/status/1795634730316321212)  2024-05-29T01:54Z [---] followers, [--] engagements


"He confirms it here: "1 Trillion worth of Data Centers" To retrofit Not [--] Trillion worth of Gpu's Demand is capped. Future growth is in the tweet above. https://x.com/heykahn/status/1795339044509085858t=eNm9np12X9v97nwtVMsGHg&s=19 Jensen Huang: We need to replace about $2 Trillion worth of computers in the coming years with GPUs. https://t.co/FihgPd2Snn https://x.com/heykahn/status/1795339044509085858t=eNm9np12X9v97nwtVMsGHg&s=19 Jensen Huang: We need to replace about $2 Trillion worth of computers in the coming years with GPUs. https://t.co/FihgPd2Snn"  
[X Link](https://x.com/ClaytonS537144/status/1795639107450011909)  2024-05-29T02:11Z [---] followers, [---] engagements


"@DavidBaskinBWM The largest problem for canada is the 5Y mortgages that are up for renewal in [----] If they don't significantly reduce rates by mid [----] the entire banking system is toast Which is the central planners agenda eitherway"  
[X Link](https://x.com/ClaytonS537144/status/1795857074074554784)  2024-05-29T16:37Z [---] followers, [----] engagements


"@DavidBaskinBWM Create a crisis civil unrest some event happens leads people being okay with more surveillance Cbdc's introduced to "combat drug & sex trafficking and will backstop your funds" You feel "Safe" like you have more "freedom" but in reality it's gone"  
[X Link](https://x.com/ClaytonS537144/status/1795859741870080294)  2024-05-29T16:48Z [---] followers, [---] engagements


"Eaton Declining revenue Q/Q Declining eps Q/Q One of two companies that is hired to run the foundational power supply needed for data centers. Negative growth. CNBC's narrative: Tons of Data centers are being built for Gen Ai Reality: Nvidia is Retooling old data centers"  
[X Link](https://x.com/ClaytonS537144/status/1795912074767282591)  2024-05-29T20:16Z [---] followers, [---] engagements


"Still in tact Soxx's life depends on Costco's earnings tomorrow apparently"  
[X Link](https://x.com/ClaytonS537144/status/1795933432146452502)  2024-05-29T21:41Z [---] followers, [---] engagements


"Sentiment Check: [-----] in Nvidia calls"  
[X Link](https://x.com/ClaytonS537144/status/1796284507760509284)  2024-05-30T20:56Z [---] followers, [--] engagements


"Pure Storage: Up 100%+ in the past year Revenue Declined by 15% Q/Q No growth throughout the entire past year. Stock is down 5.7% today Pure Storage is a major data center storage supplier Again. Where are these "Data centers" @ponzihuang"  
[X Link](https://x.com/ClaytonS537144/status/1796611665212940590)  2024-05-31T18:36Z [---] followers, [---] engagements


"And Rank [--] came in the same day on Nvidia along with large trades on almost every semi stock at Ath's Kirkland Ai keepin the correlation strong https://x.com/VolumeLeaders/status/1796777349578432953t=bAXPDSRdBr_5u2Io5YRnzQ&s=19 $COST - #7 was a buy into weakness but the next four top-10 trades were all sells followed by pullbacks albeit shallow and not immediate. The difference this time is that price is now at a significant ATR level. The same ATR was hit after the spike up following #4. A https://t.co/nPtVHCeyCY"  
[X Link](https://x.com/ClaytonS537144/status/1796922315394994601)  2024-06-01T15:10Z [---] followers, [--] engagements


"@RadnorCapital Vertiv & eaton both have had stagnant revenue for the entire past year And only [--] data centers are projected to be under construction over the next [--] years. Definitely would not pump those stocks here I pointed them out at the highs citing how horrible risk/reward vertiv has"  
[X Link](https://x.com/ClaytonS537144/status/1797107323636187646)  2024-06-02T03:25Z [---] followers, [--] engagements


"Marvell: Data Center Networking Revenue Declined Y/Y Price to sales ratio: 12.43x Negative margins for [--] years straight 40.25% of their revenue comes from Data centers Yet net revenue is down since [----]. Flat since [----] 60B market cap 1B in Revenue Negative cash flow"  
[X Link](https://x.com/ClaytonS537144/status/1797312636352451013)  2024-06-02T17:01Z [---] followers, [---] engagements


"QCOM: Overhyped Semi company (short term) (Two top [--] trades at close on friday) Revenue has been declining for the past [--] years Increasing Margins decreasing Revenue Stock has ran up 87% in [--] months Semi Company I'm not betting against though is Broadcom ($AVGO)"  
[X Link](https://x.com/ClaytonS537144/status/1797347951498371332)  2024-06-02T19:21Z [---] followers, [---] engagements


"Synopsys: EDA & IP design for data centers P/E: [--] P/S: [--] Market Cap: [--] Billion [--] growth over the past [--] quarters Max expectations are expecting 5% growth Y/Y for [----]. The stock is up 56% over the past [--] quarters on no growth"  
[X Link](https://x.com/ClaytonS537144/status/1797440549043032215)  2024-06-03T01:29Z [---] followers, [---] engagements


"Prices since my posts about them being overvalued: Vertiv: -10.33% Dell: -26.4% Eaton: -4.1% Pure storage: -0.86% Applied materials: -2.7% Cadence: -1.5% Qcom: -1.6% Marvell: -3% Synopsys: -2.08%"  
[X Link](https://x.com/ClaytonS537144/status/1797653261853618568)  2024-06-03T15:35Z [---] followers, [----] engagements


"@financialjuice There goes $CAD I cannot believe people were long the canadian dollar"  
[X Link](https://x.com/ClaytonS537144/status/1798354508290138300)  2024-06-05T14:01Z [---] followers, [---] engagements


"@luckycharmsyo Lmao more exhaustion of saying the same thing I feel like I just repeat myself everyday And it's probably annoying"  
[X Link](https://x.com/ClaytonS537144/status/1798368746698125465)  2024-06-05T14:58Z [---] followers, [--] engagements


"Vix: Volatility Corp P/E [--] FY25 Growth forecast: 5x Company has a good CEO This year most of its business was taken away by big tech They implemented their new Ai program called: "The STN Strategy" Effective today Expecting to take back its customer base Severely undervalued"  
[X Link](https://x.com/ClaytonS537144/status/1798840973272977725)  2024-06-06T22:14Z [---] followers, [---] engagements


"I shouldn't have posted this on a thursday night rip Fridays are for vix crushes and vix crushes only"  
[X Link](https://x.com/ClaytonS537144/status/1799090416085770566)  2024-06-07T14:45Z [---] followers, [--] engagements


"Roaring kitty down [---] Million today and smiling havin a good time is amazing"  
[X Link](https://x.com/ClaytonS537144/status/1799124391323901966)  2024-06-07T17:00Z [---] followers, [---] engagements


""It was just a tech bubble" One sells clothes that were popular in [----] The others sell food with P/E's higher than software companies that grow 20% Y/Y"  
[X Link](https://x.com/ClaytonS537144/status/1799148347363881212)  2024-06-07T18:36Z [---] followers, [---] engagements


"Name [--] fast food chains half will have higher P/E ratios than Microsoft Dominos chipolte cava wingstop shake shack Texas roadhouse Below are Wingstop & Texas Roadhouse I repeat Texas fricken Roadhouse lol"  
[X Link](https://x.com/ClaytonS537144/status/1799150638720221681)  2024-06-07T18:45Z [---] followers, [--] engagements


"@stevehouf @dampedspring "macro factor" There is no macro factor it's just liquidity nothing else Literally nothing else If macro mattered the markets would have reacted to switching from [--] rate cuts in January to now 1"  
[X Link](https://x.com/ClaytonS537144/status/1799432956853043567)  2024-06-08T13:27Z [---] followers, [----] engagements


"@itsjustmaxok @stevehouf @dampedspring What innovation Explain one company that has experienced growth strictly due to Ai innovation as of this Quarter and specifically what exactly it has done If this Ai innovation is so grand and evident surely you could name a handful I'm asking for one"  
[X Link](https://x.com/ClaytonS537144/status/1799452197333434483)  2024-06-08T14:43Z [---] followers, [---] engagements


"This is my quant"  
[X Link](https://x.com/ClaytonS537144/status/1800148219751800962)  2024-06-10T12:49Z [---] followers, [--] engagements


"The amount of people saying Nvidia would rocket to [---] this week because of a stock split blows my mind 100% concentrated in one company With no doubt in their mind that it could go any other way"  
[X Link](https://x.com/ClaytonS537144/status/1800152431579582851)  2024-06-10T13:05Z [---] followers, [---] engagements


"@hmeisler If it sells for the exact Nvidia pre split price that'd be hilarious"  
[X Link](https://x.com/ClaytonS537144/status/1800592754403078614)  2024-06-11T18:15Z [---] followers, [--] engagements


"@Crowded_Mkt_Rpt The interesting thing here as a canadian who has been buying usd all year is that the market has gone up while the usd has strengthened I could see people worried that the U.S market has stretched too far and exit from usd positions into other markets"  
[X Link](https://x.com/ClaytonS537144/status/1802015712984138033)  2024-06-15T16:30Z [---] followers, [---] engagements


"@Johnny_SSam @Crowded_Mkt_Rpt I'm just making the point where Canadians like ourselves have bought into the U.S market because of the foreign exchange And a stronger market If the market has been going up off foreign flows That could unwind causing a spike in $CAD"  
[X Link](https://x.com/ClaytonS537144/status/1802052545117851805)  2024-06-15T18:56Z [---] followers, [--] engagements


"@Johnny_SSam @Crowded_Mkt_Rpt There is practically no risk of a default so technically during a downturn the $CAD could be a safe haven if they don't do QE to save the economy And the USD could depreciate from a outflow of foreign money and deficit spending devaluing the dollar"  
[X Link](https://x.com/ClaytonS537144/status/1802052928280150357)  2024-06-15T18:57Z [---] followers, [--] engagements


"Broadcom "The market prices stocks based on free cashflow" Broadcom is up 200% since Q1 [----] off of profit margins that have been cut in half Revenue doesn't matter or else Shell would be worth trillions So explain how this isn't one of the largest bubbles in history"  
[X Link](https://x.com/ClaytonS537144/status/1802778879859265573)  2024-06-17T19:02Z [---] followers, [---] engagements


"@DKellerCMT lmao"  
[X Link](https://x.com/ClaytonS537144/status/1803847698476412982)  2024-06-20T17:49Z [---] followers, [---] engagements


"Inflation is coming back nailed this 👌 CANADA CPI (MOM) (MAY) ACTUAL: 0.6% VS 0.5% PREVIOUS; EST 0.3% CANADA CPI (YOY) (MAY) ACTUAL: 2.9% VS 2.7% PREVIOUS; EST 2.6% CANADA CORE CPI (MOM) (MAY) ACTUAL: 0.6% VS 0.2% PREVIOUS; EST 0.2% CANADA CORE CPI (YOY) (MAY) ACTUAL: 1.8% VS 1.6% PREVIOUS CANADA CPI (MOM) (MAY) ACTUAL: 0.6% VS 0.5% PREVIOUS; EST 0.3% CANADA CPI (YOY) (MAY) ACTUAL: 2.9% VS 2.7% PREVIOUS; EST 2.6% CANADA CORE CPI (MOM) (MAY) ACTUAL: 0.6% VS 0.2% PREVIOUS; EST 0.2% CANADA CORE CPI (YOY) (MAY) ACTUAL: 1.8% VS 1.6% PREVIOUS"  
[X Link](https://x.com/ClaytonS537144/status/1805621586281570774)  2024-06-25T15:18Z [---] followers, [--] engagements


"@axcilla @BenjaminDEKR Lmao oh 100% they already know this They'll push regulation and then ChatGpt & Gemini will be the only used platforms They just need a artificial Ai "crisis" 😂 and it'll come"  
[X Link](https://x.com/ClaytonS537144/status/1805749204662251634)  2024-06-25T23:45Z [---] followers, [--] engagements


"I don't care either way but when you are affecting the opinions of millions of people by spewing dogshit and convincing them to buy into this fallacy and lose money on your stock You should have a muzzle or be held accountable. This is clearly a lie"  
[X Link](https://x.com/ClaytonS537144/status/1806023705132200288)  2024-06-26T17:56Z [---] followers, [--] engagements


"@Crowded_Mkt_Rpt @dampedspring If population growth and productivity growth were truly positive for the overall market you'd have small caps rising Instead they're negative 5%+ on earnings throughout the past [--] and a half years Profits would be higher as margins rise due to lower wages from immigration"  
[X Link](https://x.com/ClaytonS537144/status/1808854158952276315)  2024-07-04T13:23Z [---] followers, [--] engagements


"@Crowded_Mkt_Rpt @dampedspring Be bullish on the S&P but be bullish for the right reasons Tons of money and it's being concentrated into cash generating stocks that supress vol Wage inflation adds an extra 5-10% y/y of flows into passive instruments creating even more concentration feeding on itself"  
[X Link](https://x.com/ClaytonS537144/status/1808854752056213647)  2024-07-04T13:25Z [---] followers, [--] engagements


"I'm so curious what happens now if the index's have to rebalance Nvidia and sell that [--] Billion or whatever it was total worth of stock if apple keeps rising"  
[X Link](https://x.com/ClaytonS537144/status/1809348823665299874)  2024-07-05T22:09Z [---] followers, [--] engagements


"@NautilusCap Until $SPGI falls it's a warning before a warning. You cannot time anything off of it"  
[X Link](https://x.com/ClaytonS537144/status/1810402065216319988)  2024-07-08T19:54Z [---] followers, [---] engagements


"@EconguyRosie David with all due respect this was you Calling for deflation before the largest spike in inflation we've had in [--] years Also saying to hoard into growth stocks over value before growth stocks tanked by 50%"  
[X Link](https://x.com/ClaytonS537144/status/1812101999078289452)  2024-07-13T12:29Z [---] followers, [---] engagements


"@McClellanOsc Uncertainty seems like the new normal and investors seems to be okay with it If this was sucessful a civil war would have broken out An inch away from chaos Thankfully God was watching over him yesterday when his security certainly was not"  
[X Link](https://x.com/ClaytonS537144/status/1812501999578992886)  2024-07-14T14:58Z [---] followers, [---] engagements


"@Jason Easiest way to figure it out: They did it on a day where the stock markets were closed If trumps rally was during the week this would have never happened"  
[X Link](https://x.com/ClaytonS537144/status/1812574637022122428)  2024-07-14T19:47Z [---] followers, [--] engagements


"Nvidia End of day:"  
[X Link](https://x.com/ClaytonS537144/status/1815488255997214933)  2024-07-22T20:45Z [---] followers, [---] engagements


"Meta NDX & Nvidia are the only three I'm watching now And have been since I closed the Kweb & IWM ideas"  
[X Link](https://x.com/ClaytonS537144/status/1816168612953980988)  2024-07-24T17:48Z [---] followers, [--] engagements


"Futures were up 1% for Nvidia Ndx + 0.4% Called both would be bearish and hit my PT today Despite Finx buying every dip yesterday and screaming bounce for today"  
[X Link](https://x.com/ClaytonS537144/status/1816478231362765251)  2024-07-25T14:18Z [---] followers, [---] engagements


"Closed trade ideas for both"  
[X Link](https://x.com/ClaytonS537144/status/1816478833123430576)  2024-07-25T14:21Z [---] followers, [--] engagements


"Nvidia +7% in [--] mins since I closed these"  
[X Link](https://x.com/ClaytonS537144/status/1816485714017546337)  2024-07-25T14:48Z [---] followers, [--] engagements


"@RayZ33388449 🤣🤣 According to FinX yesterday lol I even told @axcilla last night literally nothing looked bullish at all for today But we were so oversold when Nvidia dropped 7% this morning that I closed all trade ideas and it looked like we were consolidating there"  
[X Link](https://x.com/ClaytonS537144/status/1816494097437184008)  2024-07-25T15:21Z [---] followers, [--] engagements


"@RayZ33388449 @axcilla I just didn't believe the bottom for the market was yesterday when Nvidia was at [---] lol didn't make any sense whatsoever that's not any sort of level at all"  
[X Link](https://x.com/ClaytonS537144/status/1816494423376605204)  2024-07-25T15:23Z [---] followers, [--] engagements


"Today should have been a layup But I was stupid Recovered but Nvidia and NDX both went negative yesterday relative to gold and showed a sell signal for today Live and I learn I'ma update charts and just not have an opinion anymore Because they are accurate i'm emotional lol"  
[X Link](https://x.com/ClaytonS537144/status/1818385055628001514)  2024-07-30T20:35Z [---] followers, [--] engagements


"@badcharts1 Too late to use this as any indicator But of course this only gets attention at the lows Just like in april lmao"  
[X Link](https://x.com/ClaytonS537144/status/1820834318337429734)  2024-08-06T14:48Z [---] followers, [--] engagements


"@igetredpilled @tylermeredith The TSX fell 40% in [--] months in [----] Definitely wouldn't forecast anything off our stock market Inside pic of canadian investors:"  
[X Link](https://x.com/NDXGOLD/status/1844403042160116169)  2024-10-10T15:42Z [---] followers, [--] engagements


"@menlobear The stock market goes up 75% of the time David rosenburg has been calling for a bear market since [----] Eventually he'll be right but the market will drop to the [----] lows and he'll still be calling for more downside because the data is bad Then it'll rise *again*"  
[X Link](https://x.com/NDXGOLD/status/1844404095568015755)  2024-10-10T15:46Z [---] followers, [--] engagements


"@DariusDale42 Every algo prices in everything before traders can react We barely had an event and dropped 12% in like [--] days on the NDX What happens when an actual event happens Better hope you have the best software"  
[X Link](https://x.com/NDXGOLD/status/1846230303494344764)  2024-10-15T16:43Z [---] followers, [--] engagements


"@sentdefender wild we live in a time where world powers post call of duty killcams of their strikes lol"  
[X Link](https://x.com/NDXGOLD/status/1846563364442427811)  2024-10-16T14:46Z [---] followers, [--] engagements


"Bitcoin hit 73k absolutely everyone tweeted about btc breaking out Then it dropped 7k in two days you can tell they all sold out Now it's 80k and there hasn't been a peep from Finx lol"  
[X Link](https://x.com/NDXGOLD/status/1855655213383995782)  2024-11-10T16:54Z [---] followers, [--] engagements


"@jasongoepfert hence why I muted David Rosenburg what credentials does he think he has in predicting the market The man went long bonds right before the longest bond bear market in history and has been calling for a recession or a stock crash for [--] and a half years"  
[X Link](https://x.com/NDXGOLD/status/1856413268027248969)  2024-11-12T19:06Z [---] followers, [---] engagements


"@DKellerCMT I'm old enough to remember when Cnbc couldn't own enough of $MSFT"  
[X Link](https://x.com/NDXGOLD/status/1856781883486372033)  2024-11-13T19:31Z [---] followers, [--] engagements


"@axcilla Yeah ngl post election I have had no idea on direction And still have no idea"  
[X Link](https://x.com/NDXGOLD/status/1857867703861608651)  2024-11-16T19:25Z [---] followers, [--] engagements


"@axcilla Yeah everyone bought in at 73k got super bullish it dropped 10% in two days they all sold then it ramped lol I have no idea what happens from here tho I hope mstr goes to [--] but it prolly hits 1k or something dumb lol"  
[X Link](https://x.com/NDXGOLD/status/1859720795829960865)  2024-11-21T22:09Z [---] followers, [--] engagements


"Got rejected exactly like in November and resulted in a 10% rally in $NVDA back near ath's There wasn't a call (never is as I don't recommend buying or selling anything) but just laid out some possibilities"  
[X Link](https://x.com/NDXGOLD/status/1864835047041208517)  2024-12-06T00:51Z [---] followers, [---] engagements


"@PauloMacro I've been saying only until Michael Gayed's $roro etf purchases Nvidia stock"  
[X Link](https://x.com/NDXGOLD/status/1864836528674832795)  2024-12-06T00:57Z [---] followers, [----] engagements


"Nvidia -6% Since I seen people calling for a bottom already No bull run has started with this ratio above the 50dma"  
[X Link](https://x.com/NDXGOLD/status/1866649678953017801)  2024-12-11T01:02Z [---] followers, [---] engagements


"@Crowded_Mkt_Rpt Nobody I can see is calling for a major top this or next month Everyone is saying "are we ending [----] at [----] or 7000""  
[X Link](https://x.com/NDXGOLD/status/1867037589892399498)  2024-12-12T02:43Z [---] followers, [---] engagements


"@Crowded_Mkt_Rpt The only bearish tweets are people posting gdp/market cap Or shiller p/e ratio charts"  
[X Link](https://x.com/NDXGOLD/status/1867038592813670591)  2024-12-12T02:47Z [---] followers, [--] engagements


""Strategic Tulip Reserve""  
[X Link](https://x.com/NDXGOLD/status/1867369538658161033)  2024-12-13T00:42Z [---] followers, [---] engagements


"Chamath: "I've taken Quantum Mechanics" *Says proudly* *Mentions Schrodinger's thought experiment but interprets it in the complete opposite way it was intended to be interpreted* You are explaining it in the framework of Copenhagen Schrodingers cat was created to exploit it"  
[X Link](https://x.com/NDXGOLD/status/1867675653048610831)  2024-12-13T20:59Z [---] followers, [----] engagements


"@robustus @binarp21 @4484 @chamath @AutismCapital He also was wrong in using Schrodinger's thought experiment to explain how quantum mechanics work He explained Copenhagen's interpretation using Schrodinger's thought experiment which was created to exploit Copenhagen's interpretation lol https://x.com/NDXGOLD/status/1867675653048610831t=IXifsainJbLTAC4VQ9rSJQ&s=19 Chamath: "I've taken Quantum Mechanics" *Says proudly* *Mentions Schrodinger's thought experiment but interprets it in the complete opposite way it was intended to be interpreted* You are explaining it in the framework of Copenhagen"  
[X Link](https://x.com/NDXGOLD/status/1868066112438726876)  2024-12-14T22:50Z [---] followers, [---] engagements


"@axcilla Yeah the $Gold:Nvda ratio is far from bullish rn"  
[X Link](https://x.com/NDXGOLD/status/1868354203208532451)  2024-12-15T17:55Z [---] followers, [--] engagements


"The "Mstr is an easy short" trade seems the same as "Nvidia is an easy short" trade when it was at [---] It's the same people aswell"  
[X Link](https://x.com/NDXGOLD/status/1868670071511691756)  2024-12-16T14:50Z [---] followers, [--] engagements


"Went nowhere on the S&P from Dec 4th when I tweeted ("Gl hitting [----] by January) - Today Didn't like the title so I deleted it But we stalled No idea where we go from here it's a weird market"  
[X Link](https://x.com/NDXGOLD/status/1869428468418785520)  2024-12-18T17:04Z [---] followers, [--] engagements


"Had a [--] day stall from the time of that post (Dec 4th) with no signs of exhaustion before hand Almost every sector in the S&P had a correction aswell Cap weighted was flat Tech was higher because Tsla rose 40% in [--] days And AVGO rose 46% in the same time period"  
[X Link](https://x.com/NDXGOLD/status/1869430040582336547)  2024-12-18T17:10Z [---] followers, [--] engagements


"All index's are below their lows made from this correction now. 3/4 weeks 3/4 weeks"  
[X Link](https://x.com/NDXGOLD/status/1873756581206396950)  2024-12-30T15:42Z [---] followers, [---] engagements


"they made earlier during this correction* I'm deleting this but FinX/Santa Rally/Seasonality/oversold conditions - [--] SPX/Gold - 1"  
[X Link](https://x.com/NDXGOLD/status/1873757042592346248)  2024-12-30T15:44Z [---] followers, [--] engagements


"@GothamChess Insane"  
[X Link](https://x.com/NDXGOLD/status/1873905225331073472)  2024-12-31T01:33Z [---] followers, [---] engagements


"@boazweinstein @MagnusCarlsen Still a draw against the goat Gratz"  
[X Link](https://x.com/NDXGOLD/status/1873978723168641483)  2024-12-31T06:25Z [---] followers, [--] engagements


"@Crowded_Mkt_Rpt "Oversold" is the consensus"  
[X Link](https://x.com/NDXGOLD/status/1875709748190068996)  2025-01-05T01:03Z [---] followers, [--] engagements


"@WalterDeemer The perfect environment for chamath to release some more Spacs"  
[X Link](https://x.com/NDXGOLD/status/1876743054637306304)  2025-01-07T21:29Z [---] followers, [----] engagements


"@jasongoepfert @Ross__Hendricks Jason is it concerning that every period like today that had an uninversion + this signal ended up negative 1y later"  
[X Link](https://x.com/ClaytonCharts/status/1877838362934989150)  2025-01-10T22:02Z [---] followers, [---] engagements


"That reversal on USD/CAD is amazing"  
[X Link](https://x.com/ClaytonCharts/status/1886812317557707076)  2025-02-04T16:21Z [---] followers, [--] engagements


"I'm curious as to why there isn't a market for investing into startups via crypto @BasedBeffJezos Would actually make the space useful and also allow funding via public investments towards useful projects instead of fartcoin etc"  
[X Link](https://x.com/ClaytonCharts/status/1888296355065422071)  2025-02-08T18:38Z [---] followers, [---] engagements


"If startups followed typical seed round investment rules A secondary crypto market was backed and overseen by @DavidSacks firm Craft ventures Maybe it would work there's no reason private equity has to stay private especially when people are burning money on useless coins"  
[X Link](https://x.com/ClaytonCharts/status/1888300578607939614)  2025-02-08T18:55Z [---] followers, [--] engagements


"Do the index's finally fall now that the Nvidia gap is filled Longest correctional period known to man"  
[X Link](https://x.com/ClaytonCharts/status/1891874162202865700)  2025-02-18T15:35Z [---] followers, [--] engagements


"Before earnings released for Nvidia I tweeted the $Gold:Nvda chart resembled [----] -10%+ since"  
[X Link](https://x.com/ClaytonCharts/status/1896605698911568361)  2025-03-03T16:56Z [---] followers, [--] engagements


"Sentiment check Today had a 60+% chance of downside according to @WayneWhaley1136 study anyone remember American exceptionalism anyone remember American exceptionalism"  
[X Link](https://x.com/ClaytonCharts/status/1896644726096617754)  2025-03-03T19:31Z [---] followers, [--] engagements


""The market is a discounting mechanism" Apparently now it was just completely oblivious and caught off guard with the Gdp numbers"  
[X Link](https://x.com/ClaytonCharts/status/1896645811133612256)  2025-03-03T19:36Z [---] followers, [--] engagements


"@axcilla no idea hah im out of the markets till Feb I don't wanna call any moves within a bear market Never been through one before"  
[X Link](https://x.com/ClaytonCharts/status/1905674952935645221)  2025-03-28T17:34Z [---] followers, [--] engagements

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