#  @RealistNoReally Realist Realist posts on X about silver, $slv, stocks, $btc the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1709332415901237248/interactions)  ### Mentions: [--] [#](/creator/twitter::1709332415901237248/posts_active)  ### Followers: [---] [#](/creator/twitter::1709332415901237248/followers)  ### CreatorRank: undefined [#](/creator/twitter::1709332415901237248/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 47% [stocks](/list/stocks) 31% [technology brands](/list/technology-brands) 10% [cryptocurrencies](/list/cryptocurrencies) 10% [automotive brands](/list/automotive-brands) 2% [countries](/list/countries) 2% **Social topic influence** [silver](/topic/silver) 21%, [$slv](/topic/$slv) 15%, [stocks](/topic/stocks) 6%, [$btc](/topic/$btc) 6%, [gold](/topic/gold) 6%, [$pypl](/topic/$pypl) 5%, [$mtn](/topic/$mtn) 4%, [food](/topic/food) 4%, [ai](/topic/ai) 4%, [if you](/topic/if-you) 3% **Top accounts mentioned or mentioned by** [@dividenddynasty](/creator/undefined) [@thelonginvest](/creator/undefined) [@mrderivatives](/creator/undefined) [@datadinvesting](/creator/undefined) [@keithmccullough](/creator/undefined) [@peterschiff](/creator/undefined) [@trendspider](/creator/undefined) [@barchart](/creator/undefined) [@carleygarner](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@mikealfred](/creator/undefined) [@rivian](/creator/undefined) [@saylor](/creator/undefined) [@goldtelegraph](/creator/undefined) [@peterizzo](/creator/undefined) [@grok](/creator/undefined) [@fiscalai](/creator/undefined) [@dampedspring](/creator/undefined) [@charliebilello](/creator/undefined) [@jennablan](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/$btc) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [NuCypher (NU)](/topic/$nu) [Adobe, Inc. (ADBE)](/topic/$adbe) [SPDR GOLD ETF (GLD)](/topic/$gld) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Micron Technology, Inc. (MU)](/topic/$mu) [UnitedHealth Group (UNH)](/topic/$unh) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Centene Corp (CNC)](/topic/$cnc) [Elevance Health Inc (ELV)](/topic/$elv) [Tesla, Inc. (TSLA)](/topic/tesla) [2131KOBUSHIDE (21)](/topic/$21) [Barrick Gold Corp. (GOLD)](/topic/$gold) [RAI Finance (SOFI)](/topic/$sofi) [Strategy (MSTR)](/topic/$mstr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Intel Corporation (INTC)](/topic/$intc) [Microsoft Corp. (MSFT)](/topic/$msft) [Vixco (VIX)](/topic/$vix) [Costco Hot Dog (COST)](/topic/$cost) [Newmont Corporation (NEM)](/topic/$nem) [Harmony Gold Mining Company Limited (HMY)](/topic/$hmy) [DisChain (DIS)](/topic/$dis) ### Top Social Posts Top posts by engagements in the last [--] hours "$MTN kind of destroyed skiing. Its over commercialized with big crowds long lines and $35 cheeseburgers. Everyone had a season pass but thats now peaked and may start to the decline. The worst snow on record in Colorado this year has skier visits down 20% this year (lower housing rentals lower food sales etc). Season pass sales may be down next year as a result. https://twitter.com/i/web/status/2012962116219912569 https://twitter.com/i/web/status/2012962116219912569" [X Link](https://x.com/RealistNoReally/status/2012962116219912569) 2026-01-18T18:55Z [---] followers, [---] engagements "$MTN kind of destroyed skiing. Its over commercialized with big crowds long lines and $30 cheeseburgers. Everyone had a season pass but thats now peaked and may start to the decline. The worst snow on record in Colorado has skier visits down 20% this year (=lower hotels / condo rentals food sales etc). Season pass sales may be down next year as a result (if you didnt enjoy this year why go back). A lot of their low paid seasonal employees are on international work visas and that could be more challenging in the future. Vail Resorts $MTN followed Disneys $DIS to over commercialized their" [X Link](https://x.com/RealistNoReally/status/2012966717950230855) 2026-01-18T19:13Z [---] followers, [---] engagements "@jennablan LinkedIns organic feed shifted almost entirely toward corporate marketing and 'stealth' sales pitches. Its becoming harder to find genuine professional exchange under the weight of employee advocacy programs and lead-gen hooks" [X Link](https://x.com/RealistNoReally/status/2023881337342665126) 2026-02-17T22:04Z [---] followers, [--] engagements "@DividendDynasty I work at a large F500 company and we use private instance of Gemini now to create most of our content (even some Ads now). The need for Adobe is not what it once was. We also eliminated quite a few of the marketing roles entirely that had Adobe licenses" [X Link](https://x.com/RealistNoReally/status/1977863855272349883) 2025-10-13T22:27Z [---] followers, [--] engagements "@StockMarketNerd You called it Shorting quantum stocks would have been timed perfectly" [X Link](https://x.com/RealistNoReally/status/1978937392649375778) 2025-10-16T21:33Z [---] followers, [--] engagements "Impossible to have a strong opinion on the direction of the markets or interest rates right now. Im moving to the sidelines. Sold most of my stocks and higher yield bonds over the past month. Tariff impact increasing debt high valuations AI (and AI spending) political risk etc. Happy with 4-5% return waiting for some better direction (or my brain to catch up). Taking a breath and reevaluating is a strategy" [X Link](https://x.com/RealistNoReally/status/1951106988819042365) 2025-08-01T02:25Z [---] followers, [----] engagements "$UNH down 27% last month 56% in [--] months $OSCR down 33% last [--] month 18% in [--] months $CNC down 54% last [--] month 59% in [--] months $ELV down 30% last [--] month & past [--] months. This is an industry in decline costs up profits (& future cash flow) down. They will figure it out but not at the same growth rates and profitability. Hard to catch a falling knife. Id wait it out and keep an eye on them once they stabilize" [X Link](https://x.com/anyuser/status/1951768232601452717) 2025-08-02T22:13Z [---] followers, [---] engagements "Here was my last charge at a Tesla charging station for a Rivian. [---] miles =$26.54" [X Link](https://x.com/anyuser/status/1964761478768292059) 2025-09-07T18:43Z [---] followers, [---] engagements "@TrendSpider Canary in the Coal Mine. When it dies the AI trade begins to suffocate" [X Link](https://x.com/RealistNoReally/status/1985189960157466648) 2025-11-03T03:39Z [---] followers, [----] engagements "The Boring Brilliance of the Contrarian Bond Play I know what youre thinking: bonds arent exactly exciting. They lack the viral pull of AI-driven tech stocks. But in investing the most profitable moves often happen in the quiet corners of the market that the crowd is ignoring. Protecting wealth is equally important to growing wealth. When an asset class is out of favor it creates a prime opportunity for the disciplined investor. Check my free Substack article for my thoughts on Protecting Wealth in an Age of Debt & Deficits. $SPY $QQQ $TIPS" [X Link](https://x.com/RealistNoReally/status/2002546944124858840) 2025-12-21T01:09Z [---] followers, 25.3K engagements "@TheLongInvest Elliott tried already (maybe they try again). https://www.reuters.com/business/finance/activist-investor-elliott-investment-management-dissolves-stake-paypal-2023-08-14/ https://www.reuters.com/business/finance/activist-investor-elliott-investment-management-dissolves-stake-paypal-2023-08-14/" [X Link](https://x.com/RealistNoReally/status/2008012447463113084) 2026-01-05T03:07Z [---] followers, [---] engagements "Silver shouldnt trade like crypto You should be selling Silver $SLV when its up 234% in a year not chasing the pump. Be smart: take some profits. Yes it can go higher but the risk-reward on a parabolic move with a hard asset is rarely in your favor. When stable assets become unstable be on high alert. Weve seen this movie before: 📉 1980: -78%. $49 $10 📉 2008: -50% $21 $9 📉 2011: -35% $49 $32 📉 2020: -33% $18 $12 History doesn't repeat but it often rhymes. $ZSL $SLV $SIVR $PSLV $SIL $SILJ $AGQ @wmiddelkoop @EconguyRosie @PeterSchiff @Mr_Derivatives @Mike_Taylor1972 @mikealfred" [X Link](https://x.com/RealistNoReally/status/2015168960820654465) 2026-01-24T21:04Z [---] followers, [---] engagements "Momentum fundamentals in the market right now. Keep a watchlist of your favorite stocks that are exceeding expectations but wait to buy until you see momentum pick up (8-day EMA 21-day EMA). There will be some amazing opportunities but be patient on longs and shorts" [X Link](https://x.com/RealistNoReally/status/2016718343969898997) 2026-01-29T03:41Z [---] followers, [--] engagements "$AAPLs P/E at almost [--] is based on an expectation of a fairly high growth rate. Their revenue has declined the last few quarters. Its not easy to grow 15-30% a year when your revenue is already almost $400B a year adding $60-$100B in new revenue isnt easy at that point. Stock is overpriced if they only grow 0-10% per year" [X Link](https://x.com/RealistNoReally/status/1744092380247011613) 2024-01-07T20:23Z [---] followers, [----] engagements "@TrendSpider Sold a ton of $NU and $C too" [X Link](https://x.com/RealistNoReally/status/1890516284892160156) 2025-02-14T21:39Z [---] followers, [----] engagements "@TheLongInvest Sold almost completely out of $NU and $C too" [X Link](https://x.com/RealistNoReally/status/1890517191830732814) 2025-02-14T21:43Z [---] followers, [----] engagements "Rivian service times are getting ridiculously long. Clearly there are a lot more Rivians on the road now but waiting 3-5 weeks before an appointment is available when there is a problem is getting crazy for a $100K SUV. Service folks are amazing but Rivian is clearly under staffed for the # of vehicles on the road. They need to hire more techs extend service hours and have a weekend swing shift to catch up to improve their customer experience. @Rivian @RJScaringe $RIVN" [X Link](https://x.com/RealistNoReally/status/1890842602162790484) 2025-02-15T19:16Z [---] followers, [--] engagements "I remember when Berkshire bought Barrick $GOLD years ago (2020) and everyone got excited that buffet was now a gold bug and hyped gold mining stocks. They sold it shortly after Funny even with physical gold $GLD prices WAY higher now (50%) Barrick $GOLD stock is still lower than when he sold in [----]. BTW Im long gold gold mining stocks but there is always a lot of hype and noise around it" [X Link](https://x.com/RealistNoReally/status/1891539561328587174) 2025-02-17T17:25Z [---] followers, [---] engagements "Good reminder to take profits when things go parabolic so you can reinvest later. I got some heat for selling some of my $SOFI at $16 & $18 but I repurchased quite a bit today. Good to have a long only account and a trading account to keep things logically separated and to take advantage of extremes" [X Link](https://x.com/RealistNoReally/status/1893132588958568847) 2025-02-22T02:55Z [---] followers, [---] engagements "@saylor Wait for the fire sale it has a ways to go. $MSTR is only down 50% from its recent high" [X Link](https://x.com/RealistNoReally/status/1894185437725368751) 2025-02-25T00:39Z [---] followers, [--] engagements "@Investingcom How will $NVDA improve margins when their largest customers are developing their own GPUs now $AMZN $MSFT $GOOG. Its amazing leverage at the negotiating table to get $NVDA to lower their price. (Think $AAPL M chips in [----] replacing $INTC chips)" [X Link](https://x.com/RealistNoReally/status/1894930821787852929) 2025-02-27T02:01Z [---] followers, [---] engagements "@saylor Bitcoin ETFs are unloading. Not a great store of value if it drops 30% in a month. Granted its up 800% in [--] years but $BTC ETF holders all got crushed" [X Link](https://x.com/RealistNoReally/status/1895329671467892905) 2025-02-28T04:26Z [---] followers, [--] engagements "I took profits in gold $PHYS when they were excluded from tariffs (the fear of tarriffs is what forced the massive buying and importing of physical gold). I actually bought $GDX at the close today since it was down so much Got screwed on Silver $PSLV- that got hammered and I kept trying to get in near the near term low (200 DMA) but it kept falling" [X Link](https://x.com/RealistNoReally/status/1908262631565386025) 2025-04-04T20:57Z [---] followers, [---] engagements "$AAPL at a [--] trailing PE and [--] forward PE is still WAY too expensive. Its not growing very quickly and has no new major revenue drivers. Forward estimates are still too high and analysts will bring it down. There is actually a chance $AAPLs revenue sees zero growth (slight chance it actually declines if China sales plummet) in [----]. https://twitter.com/i/web/status/1908497887534727507 https://twitter.com/i/web/status/1908497887534727507" [X Link](https://x.com/RealistNoReally/status/1908497887534727507) 2025-04-05T12:32Z [---] followers, [--] engagements "@TheLongInvest Valuations AFTER this correction is interesting vs. historical averages. Its still expensive and foreign investors (16-18% of US market are moving money out of US). Its not on sale yet" [X Link](https://x.com/RealistNoReally/status/1908511542330392654) 2025-04-05T13:26Z [---] followers, [----] engagements "@TheLongInvest $IVOO vs $VOO" [X Link](https://x.com/RealistNoReally/status/1908512058967990444) 2025-04-05T13:28Z [---] followers, [--] engagements "@gurgavin Whos ready for $AAPLs margins to drop" [X Link](https://x.com/RealistNoReally/status/1909796016326324307) 2025-04-09T02:30Z [---] followers, [--] engagements "@TripleNetInvest Its actually far worse than that. [--] News Denver. - Two downtown Denver skyscrapers recently sold for just $3.2 million more than 90% below their estimated [----] value of approximately $200 million https://www.9news.com/article/money/economy/denver-office-buildings-sell-90-less/73-4a1b064d-a1ed-462d-8c14-5180504e8e17 https://www.9news.com/article/money/economy/denver-office-buildings-sell-90-less/73-4a1b064d-a1ed-462d-8c14-5180504e8e17" [X Link](https://x.com/RealistNoReally/status/1957625040717164946) 2025-08-19T02:05Z [---] followers, [---] engagements "@GoldTelegraph_ Rushing to sell" [X Link](https://x.com/RealistNoReally/status/1979384280632672519) 2025-10-18T03:09Z [---] followers, [----] engagements "@KobeissiLetter Now show Texas tech jobs" [X Link](https://x.com/RealistNoReally/status/1985191218209509433) 2025-11-03T03:44Z [---] followers, [----] engagements "@pete_rizzo_ @DataDInvesting Seems like a Stablecoin would make more sense$BTC is still pretty tied to risk assets" [X Link](https://x.com/RealistNoReally/status/1985193077041193116) 2025-11-03T03:51Z [---] followers, [--] engagements "@BillAckman @ZohranKMamdani Sounds like he wants someone to step up to pay for free busses and rent freezes if youre open to funding it" [X Link](https://x.com/RealistNoReally/status/1985935402319098282) 2025-11-05T05:01Z [---] followers, [--] engagements "@pete_rizzo_ @grok can you validate this" [X Link](https://x.com/RealistNoReally/status/1985936175421661550) 2025-11-05T05:04Z [---] followers, [--] engagements "@StockMarketNerd $GOOG is an Interesting purchase but the cash war chest is still massive and growing so it will be even more interesting to see what hes preparing for (a massive acquisition or maybe just a generally lower market if they believe its over valued)" [X Link](https://x.com/RealistNoReally/status/1989484634149982472) 2025-11-15T00:04Z [---] followers, [---] engagements "@InvestingVisual @InvestingVisual could you update $ADBE this visual based on the latest quarter #s Super interesting to see these metrics. Thank you" [X Link](https://x.com/RealistNoReally/status/1989700230598602928) 2025-11-15T14:21Z [---] followers, [--] engagements "@weary_centurion Surprised to see $PYPL as #1 in Finance in my App Store" [X Link](https://x.com/RealistNoReally/status/1989784713201111198) 2025-11-15T19:56Z [---] followers, [----] engagements "My Investing Game Changed: Process over Prediction thanks to @Hedgeye [--]. NO MORE SPECULATION. I replaced emotional stock-picking with a repeatable signals-based system focused strictly on timing & risk. [--]. Stocks = Inventory. No attachment no bottom-fishing on "cheap" valuations. I wait for the Risk Range signal to buy or sell. [--]. Macro Smarter. The Quad Model dictates my global allocation & sector rotation. I position for the current Quad and anticipate the next shift. [--]. Risk Discipline: I use min/max allocations trim gains near the top of the range and reload/exit near the bottom. I now" [X Link](https://x.com/RealistNoReally/status/1991228600906051692) 2025-11-19T19:34Z [---] followers, [--] engagements "@michaeljburry None needed. Every start up pushes the envelope with accounting and bookings but OpenAI is doing it at a scale thats unprecedented. I believe the bubble is bigger in VC funded companies vs. public companies" [X Link](https://x.com/RealistNoReally/status/1991315222036967788) 2025-11-20T01:18Z [---] followers, [----] engagements "@DataDInvesting They are not.power is the constraint. New chips are far more power efficient. Hard stop" [X Link](https://x.com/RealistNoReally/status/1991321025506664508) 2025-11-20T01:41Z [---] followers, [--] engagements "@Barchart Outflow to what Stable coins money markets" [X Link](https://x.com/RealistNoReally/status/1991375083898892600) 2025-11-20T05:16Z [---] followers, [---] engagements "@DataDInvesting The Blackwell data center GPU is reported to offer up to 25x improved cost and energy efficiency for AI inference over the prior Hopper generation" [X Link](https://x.com/RealistNoReally/status/1991380035853533465) 2025-11-20T05:36Z [---] followers, [--] engagements "@KeithMcCullough Spot on today with the $VIX remaining elevated trimming into that morning strength was the smart risk-management move. I took advantage of it. Great call Thank you" [X Link](https://x.com/RealistNoReally/status/1991599056225988846) 2025-11-20T20:06Z [---] followers, [----] engagements "@fiscal_ai Ill bet he regrets selling all their $MU shares in 2023" [X Link](https://x.com/RealistNoReally/status/1992694546938171775) 2025-11-23T20:39Z [---] followers, [---] engagements "@Rajatsoni There is an infinite amount of paper$BTC" [X Link](https://x.com/RealistNoReally/status/1994478980972646834) 2025-11-28T18:50Z [---] followers, [--] engagements "@DividendDynasty $B (BARRICK Gold) I bought it last year with a 3.5% dividend yield at the time" [X Link](https://x.com/RealistNoReally/status/1996088619417960706) 2025-12-03T05:26Z [---] followers, [--] engagements "@Barchart Love $COST but not at 42X forward earnings" [X Link](https://x.com/RealistNoReally/status/2001111565752524933) 2025-12-17T02:05Z [---] followers, [---] engagements "@Mr_Derivatives $PYPL IPO $41.63 in July [----] (eBay spin off). 3.5% CAGR slightly better than cash 😆" [X Link](https://x.com/RealistNoReally/status/2002221775095279933) 2025-12-20T03:37Z [---] followers, [---] engagements "@RayDalio 30-year TIPS real yields are at 15-year highs Time to protect your wealth hedge against a market drawdown and guard against "higher for longer" inflation. https://open.substack.com/pub/eric5280/p/dont-be-foolish-protect-your-wealthr=217g9x&utm_medium=ios https://open.substack.com/pub/eric5280/p/dont-be-foolish-protect-your-wealthr=217g9x&utm_medium=ios" [X Link](https://x.com/RealistNoReally/status/2002567283345142038) 2025-12-21T02:30Z [---] followers, [--] engagements "@DividendDynasty $ADBE at $300" [X Link](https://x.com/RealistNoReally/status/2009735867695255949) 2026-01-09T21:15Z [---] followers, [---] engagements "@federalreserve The Federal Reserve must remain independent. Thank you" [X Link](https://x.com/RealistNoReally/status/2010530344718725510) 2026-01-12T01:52Z [---] followers, [--] engagements "@plzfixthnx Portfolios are not static that was accurate at the point in time and I ended up buying $GDX and $GDXJ later as well as $B and traded $NEM and $HMY. Worked out pretty Id say" [X Link](https://x.com/RealistNoReally/status/2011288785540227407) 2026-01-14T04:06Z [---] followers, [---] engagements "Totally understandthats what I owed at the time. I sold it bought $GDX $GDXJ and $B etc. when things appeared to be changing and miners actually started paying down debt oil started declining and things looked more promising for miners. Thats what we do: rotate when conditions change (never get it 100% accurate but I did on this one). https://twitter.com/i/web/status/2011295217828438427 https://twitter.com/i/web/status/2011295217828438427" [X Link](https://x.com/RealistNoReally/status/2011295217828438427) 2026-01-14T04:32Z [---] followers, [---] engagements "@TheLongInvest Short Silver to hedge the gains" [X Link](https://x.com/RealistNoReally/status/2011675014966513909) 2026-01-15T05:41Z [---] followers, [----] engagements "@FMayford97841 @HedgeyeComm They are short $ADBE not long. Same with $PYPL" [X Link](https://x.com/RealistNoReally/status/2012955311334928446) 2026-01-18T18:28Z [---] followers, [---] engagements "@fiscal_ai They followed $DIS Disneys over commercialized approach and ended up with the same results" [X Link](https://x.com/RealistNoReally/status/2012963617017413899) 2026-01-18T19:01Z [---] followers, [---] engagements "$MTN kind of destroyed skiing. Its over commercialized with big crowds long lines and $30 cheeseburgers. Everyone had a season pass but thats now peaked and may start to the decline. The worst snow on record in Colorado this year has skier visits down 20% this year (lower housing rentals lower food sales etc). Season pass sales may be down next year as a result (if you didnt enjoy this year why go back) They followed $DIS Disneys over commercialized approach and ended up with the same results over time. https://twitter.com/i/web/status/2012964402324975835" [X Link](https://x.com/RealistNoReally/status/2012964402324975835) 2026-01-18T19:04Z [---] followers, [--] engagements "$MTN kind of destroyed skiing. Its over commercialized with big crowds long lines and $30 cheeseburgers. Everyone had a season pass but thats now peaked and may start to the decline. The worst snow on record in Colorado has skier visits down 20% this year (=lower hotels / condo rentals food sales etc). Season pass sales may be down next year as a result (if you didnt enjoy this year why go back). A lot of their low paid seasonal employees are on international work visas and that could be more challenging in the future. Vail Resorts $MTN followed Disneys $DIS to over commercialized their" [X Link](https://x.com/RealistNoReally/status/2012966524462723399) 2026-01-18T19:13Z [---] followers, [--] engagements "@carleygarner Increased margin requirements for silver would usually impact the parabolic move (clearly not yet though)" [X Link](https://x.com/RealistNoReally/status/2014827758413873544) 2026-01-23T22:29Z [---] followers, [---] engagements "$SLV vs $BTC past [--] year is insane $SLV up 234% $BTC down 14%. Love Silver and Gold but when hard assets go parabolic either something is about to break or well settle back down to normal. @PeterSchiff" [X Link](https://x.com/RealistNoReally/status/2014848282103591310) 2026-01-23T23:50Z [---] followers, [--] engagements "@KeithMcCullough $SLV up 234% $BTC down 14% past [--] year. INSANE Glad I own Silver (and have been locking in some gains)" [X Link](https://x.com/RealistNoReally/status/2014851091813589049) 2026-01-24T00:01Z [---] followers, [----] engagements "@Mr_Derivatives Take profits in $SLV. Hard assets that go parabolic return to normal. Silver should absolutely be UP but this is extraordinary" [X Link](https://x.com/RealistNoReally/status/2014880822852259946) 2026-01-24T01:59Z [---] followers, [---] engagements "@mikealfred @Mr_Derivatives Agreed. Makes me nervous but I shorted $SLV bought Put spreads for end of Feb. and bought some $ZSL. Silver up 234% in [--] year isnt normal. Hard assets should not go parabolic" [X Link](https://x.com/RealistNoReally/status/2015100136553156995) 2026-01-24T16:31Z [---] followers, [---] engagements "@TrendSpider $GLD is a stretched $SLV is about to break in half after bending over backwards" [X Link](https://x.com/RealistNoReally/status/2015157900520693953) 2026-01-24T20:20Z [---] followers, [---] engagements "You should be selling Silver ($SLV) when its up 234% in one year not buying it. Be smart and take some gains. Yes it can still go higher but the risk-reward when a hard asset goes parabolic isnt in your favor at this point. Silver shouldnt trade like crypto. The "Silver Thursday" Crash (1980) The Drop: -78% (From approx. $49.45 to $10.80) The Post-GFC "Margin Hike" Crash (2011) The Drop: -35% in a few weeks (From approx. $49.80 to $32.00) The [----] Financial Crisis Liquidity Crunch The Drop: -50% (From approx. $21.00 to $9.00) The COVID-19 "Flash Crash" (March 2020) The Drop: -33% (From" [X Link](https://x.com/RealistNoReally/status/2015161695413690520) 2026-01-24T20:36Z [---] followers, [---] engagements "Silver moves fast both ways. $SLV is up 230% in one yeardon't chase the pump. Be smart: lock in profits. History shows that when the floor falls out it happens in days not months: [----] "Silver Thursday" Duration: -78% in [--] days The Shock: Lost 50% in just [--] days (March [--] April 1) [----] "Margin Hike" Duration: -35% in [--] months The Shock: Lost 27% in just [--] days (First week of May) [----] "Liquidity Crunch" Duration: -57% in [--] months (March October) [----] "Flash Crash" Duration: -33% in [--] days (Feb [--] March 16) The Shock: A vertical line down during the initial pandemic panic." [X Link](https://x.com/RealistNoReally/status/2015189311931695200) 2026-01-24T22:25Z [---] followers, [---] engagements "Blew past the Top of the Risk Rangeon Friday. Ive been taking profits and locking in gains. Amazing call from Hedgeye Silver moves fast both ways. $SLV is up 230% in one yeardon't chase the pump. Be smart: lock in profits. History shows that when the floor falls out it happens in days not months: [----] "Silver Thursday" Duration: -78% in [--] days The Shock: Lost 50% in just [--] days (March [--] April 1) [----] "Margin Hike" Duration: -35% in [--] months The Shock: Lost 27% in just [--] days (First week of May) [----] "Liquidity Crunch" Duration: -57% in [--] months (March October) [----] "Flash Crash" Duration:" [X Link](https://x.com/RealistNoReally/status/2015191518357901398) 2026-01-24T22:34Z [---] followers, [---] engagements "20% discount (& commission) to sell Silver right now vs buy from the same dealer (JM Bullion) Buy 100oz for $11075 Sell 100oz for $8896 $2179 spread Super expensive to hedge so I understand some of this but it does seem high. Dealers know how parabolic moves end. @dampedspring @PeterSchiff @StoicTA https://twitter.com/i/web/status/2015207041090846760 https://twitter.com/i/web/status/2015207041090846760" [X Link](https://x.com/RealistNoReally/status/2015207041090846760) 2026-01-24T23:36Z [---] followers, [---] engagements "@Mr_Derivatives Looks a lot like PainPal $PYPL" [X Link](https://x.com/RealistNoReally/status/2015439225844568268) 2026-01-25T14:58Z [---] followers, [---] engagements "Great call on $SLV. I moved my cash position into silver expecting a modest hedge but that parabolic move was a gift. These vertical runs can reverse just as fastdefinitely a good time to lock in some gains [----] "Silver Thursday" Duration: -78% in [--] days The Shock: Lost 50% in just [--] days (March [--] April 1) [----] "Margin Hike" Duration: -35% in [--] months The Shock: Lost 27% in just [--] days (First week of May) [----] "Liquidity Crunch" Duration: -57% in [--] months (March October) [----] "Flash Crash" Duration: -33% in [--] days (Feb [--] March 16) @TheLongInvest" [X Link](https://x.com/RealistNoReally/status/2015447438342148266) 2026-01-25T15:31Z [---] followers, [---] engagements "@GoldTelegraph_ Volatile this afternoon. Still up 250% past [--] year. Insane" [X Link](https://x.com/RealistNoReally/status/2015868664009081165) 2026-01-26T19:25Z [---] followers, [--] engagements "@DividendDynasty Im all for dividends but prefer them when they are at least close to savings rates 4.6% bond rates of 5.4%. 1-3% isnt that exciting these days. $C Citi $VZ Verizon $DVN Devon $SPG Simon Property (REIT careful on taxes) $CTRA Coterra etc" [X Link](https://x.com/RealistNoReally/status/1736928067627491586) 2023-12-19T01:54Z [---] followers, [---] engagements "@DataDInvesting I can appreciate what $NU is doing in South America but its clearly riskier than $SOFIs business model" [X Link](https://x.com/RealistNoReally/status/1824254002487271625) 2024-08-16T01:17Z [---] followers, [---] engagements "@middle_cloud @DataDInvesting Rate cut was priced in [--] months ago10 yr dropped a bit today but the past month the 10yr has actually been climbing which would negatively impact $SOFIs student loans home refinancing new mortgages personal loans etc" [X Link](https://x.com/RealistNoReally/status/1855042092718080099) 2024-11-09T00:17Z [---] followers, [---] engagements "@StockMKTNewz What are the $SBIT flows I bought some" [X Link](https://x.com/RealistNoReally/status/1993123058484494682) 2025-11-25T01:02Z [---] followers, [---] engagements "@dondrisnas @KeithMcCullough $BUXX $ITB $KBA + Money Market and [--] Year TIPS" [X Link](https://x.com/RealistNoReally/status/2014879848477716519) 2026-01-24T01:56Z [---] followers, [--] engagements "$SLV is up 250% in [--] year. Probably smart to take some profits. Silver should not trade like a cryptocurrency Yes it can go higher but the risk-reward on a parabolic move with a hard asset is rarely in your favor. When stable assets become unstable be on high alert. [----] "Silver Thursday" Duration: -78% in [--] days The Shock: Lost 50% in just [--] days (March [--] April 1) [----] "Margin Hike" Duration: -35% in [--] months The Shock: Lost 27% in just [--] days (First week of May) [----] "Liquidity Crunch" Duration: -57% in [--] months (March October) [----] "Flash Crash" Duration: -33% in [--] days (Feb [--] March" [X Link](https://x.com/RealistNoReally/status/2015918125330645252) 2026-01-26T22:41Z [---] followers, [----] engagements "You should be selling Silver $SLV when its up 250% in a year not chasing the pump. Be smart: take some profits. Yes it can go higher but the risk-reward on a parabolic move with a hard asset is rarely in your favor. When stable assets become unstable be on high alert. [----] "Silver Thursday" Duration: -78% in [--] days The Shock: Lost 50% in just [--] days (March [--] April 1) [----] "Margin Hike" Duration: -35% in [--] months The Shock: Lost 27% in just [--] days (First week of May) [----] "Liquidity Crunch" Duration: -57% in [--] months (March October) [----] "Flash Crash" Duration: -33% in [--] days (Feb [--] March" [X Link](https://x.com/RealistNoReally/status/2016166654141682167) 2026-01-27T15:09Z [---] followers, [---] engagements "Bought my first gold coins at $300 just before Y2K. Loaded up on Costco gold and silver coins and bars in 2023/2024 (at spot with rebate) after seeing central bank buying silver deficits and reading The Fourth Turning. It seems way overblown right now with speculators but long term Im still a believer. Short term Im assuming a decent pullback. https://twitter.com/i/web/status/2016706497234030832 https://twitter.com/i/web/status/2016706497234030832" [X Link](https://x.com/RealistNoReally/status/2016706497234030832) 2026-01-29T02:54Z [---] followers, [---] engagements "@FibonacciInves1 Are you expecting 20-30 year Treasuries to drop to 33.5% in the next [---] months Whats your target and high-level thoughts" [X Link](https://x.com/RealistNoReally/status/2016710775340224794) 2026-01-29T03:11Z [---] followers, [----] engagements "Thanks. I'm trading the range a bit on [--] years but won't commit to long-term nominal bonds. Personally I'm moving to 30-year TIPS with the current real rates (my guess is inflation will peak back up long-term). Any thought on TIPs at 2.6% real rate Always good to hear different opinions. https://twitter.com/i/web/status/2016712477929877861 https://twitter.com/i/web/status/2016712477929877861" [X Link](https://x.com/RealistNoReally/status/2016712477929877861) 2026-01-29T03:18Z [---] followers, [---] engagements "@DividendDynasty $PYPL will have its day but wait for some positive momentum. [--] EMA [--] EMA. Otherwise avoid it and keep it on a watch list" [X Link](https://x.com/RealistNoReally/status/2016716666504179958) 2026-01-29T03:34Z [---] followers, [---] engagements "@charliebilello $95 support level" [X Link](https://x.com/RealistNoReally/status/2016726537836605695) 2026-01-29T04:14Z [---] followers, [--] engagements "@charliebilello @carleygarner agrees that $95-$96 is a long term support level" [X Link](https://x.com/RealistNoReally/status/2016727040666558772) 2026-01-29T04:16Z [---] followers, [--] engagements "@DividendDynasty Wait for some momentumvaluations should matter but they dont short term" [X Link](https://x.com/RealistNoReally/status/2016727608109781494) 2026-01-29T04:18Z [---] followers, [--] engagements "Agreed. I was an Economics major and still focus on it today. The one quote I remember is my economics professor saying Economics is the best profession we hold all variables constant to assume a result but in reality thats impossible so no one expects us to be that accurate. https://twitter.com/i/web/status/2016729628589613067 https://twitter.com/i/web/status/2016729628589613067" [X Link](https://x.com/RealistNoReally/status/2016729628589613067) 2026-01-29T04:26Z [---] followers, [--] engagements "@stackhodler Gold silver and Bitcoin all have paper derivatives now (options ETFs futures inverse ETFs leveraged ETFs). There is no finite supply of Bitcoin ($BTC) anymore. Wall Street won again" [X Link](https://x.com/RealistNoReally/status/2016738466718241058) 2026-01-29T05:01Z [---] followers, [---] engagements "@CathieDWood Gold vs. $ARKK and $QQQ past [--] years interesting too" [X Link](https://x.com/RealistNoReally/status/2017027870997287156) 2026-01-30T00:11Z [---] followers, [----] engagements "Just my humble opinion: Silver became very speculative and overbought (the 25% drop on Friday helped take some air out of the bubble). It may still drop significantlypersonally I sold mine (90% though I bought in 2023/2024). I wont buy silver again until it drops below $40 (maybe $50 if it consolidates there for a long time). I still believe in gold (even though it could drop a more but not as much as silver). I sold some gold and gold mining stocks but still own it and would buy more if it continues to fall. https://twitter.com/i/web/status/2017982485108596748" [X Link](https://x.com/RealistNoReally/status/2017982485108596748) 2026-02-01T15:24Z [---] followers, [--] engagements "Not Long Not Short. On the sidelines right now. Opportunities will come be patient" [X Link](https://x.com/RealistNoReally/status/1951114666924712319) 2025-08-01T02:56Z [---] followers, [----] engagements "Take the wins take some off the table. Enjoy your success" [X Link](https://x.com/RealistNoReally/status/1951115750254789094) 2025-08-01T03:00Z [---] followers, [---] engagements "Losing EV subsidies is tough but here's a bigger concern: rising electricity costs vs. falling gasoline prices. If this trend continues charging an EV could soon be more expensive per mile than filling up a gas car. AI is straining the grid and electricity prices are rising quickly. OPEC and drill baby drill is releasing more oil. What do you think #EV #Gasoline #EnergyPrices @SullyCNBC @Barchart @Rivian @Tesla @GuyDealership" [X Link](https://x.com/RealistNoReally/status/1964751216073900147) 2025-09-07T18:02Z [---] followers, [---] engagements "@Mr_Derivatives Lower CPI print in the AM strong $MU earnings and guidance. We have a good shot" [X Link](https://x.com/RealistNoReally/status/2001457537703350666) 2025-12-18T01:00Z [---] followers, [----] engagements "30-year TIPS real yields are at 15-year highs Time to protect your wealth hedge against a market drawdown and guard against "higher for longer" inflation. More info on Substack (free unlocked): https://open.substack.com/pub/eric5280/p/dont-be-foolish-protect-your-wealthutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/eric5280/p/dont-be-foolish-protect-your-wealthutm_campaign=post-expanded-share&utm_medium=web" [X Link](https://x.com/RealistNoReally/status/2002562395479425112) 2025-12-21T02:10Z [---] followers, [---] engagements "@StockSavvyShay $HQY as a larger percentage of customers move to high deductible + Health Savings Accounts (HSA). Higher for longer interest rates will boost their custodial income" [X Link](https://x.com/RealistNoReally/status/2003648365016547429) 2025-12-24T02:06Z [---] followers, [---] engagements "Silver ($SLV) up 234% in [--] year is amazing but with any parabolic move in hard assets its time to take some profits and lock in gains. I still believe in hard assets long term but silvers move is extraordinary. $SLV is trading like a Cryptocurrency and everyone should use caution and take some profits (yes it can still go higher but dont be greedy)" [X Link](https://x.com/RealistNoReally/status/2014862019665789204) 2026-01-24T00:45Z [---] followers, [----] engagements "1980 "Silver Thursday" Duration: -78% in [--] days The Shock: Lost 50% in just [--] days (March [--] April 1) [----] "Margin Hike" Duration: -35% in [--] months The Shock: Lost 27% in just [--] days (First week of May) [----] "Liquidity Crunch" Duration: -57% in [--] months (March October) [----] "Flash Crash" Duration: -33% in [--] days (Feb [--] March 16) The Shock: A vertical line down during the initial pandemic panic" [X Link](https://x.com/RealistNoReally/status/2015187918457798689) 2026-01-24T22:20Z [---] followers, [--] engagements "The biggest hurdle for physical silver & gold isnt the priceits the "exit tax." Calculated a 20% spread today ($11075 buy vs $8886 sell-back for [---] oz of Silver). I get that hedging costs are peaking with this volatility but a 20% haircut makes physical a tough sell for anyone. The "hidden cost" of being your own central bank 🏦 #Silver #Gold #Investing $SLV $PHYS @carleygarner @PeterSchiff @dampedspring" [X Link](https://x.com/RealistNoReally/status/2015209676699496497) 2026-01-24T23:46Z [---] followers, [---] engagements "@EricBalchunas @zerohedge @grok is there data that support this" [X Link](https://x.com/RealistNoReally/status/2016636760747626715) 2026-01-28T22:17Z [---] followers, [----] engagements "Glad I sold $SLV and physical Silver last week. Down 25% today and Id assume we keep dropping further as we return to a more normal level. Silver shouldnt trade like crypto You should be selling Silver $SLV when its up 234% in a year not chasing the pump. Be smart: take some profits. Yes it can go higher but the risk-reward on a parabolic move with a hard asset is rarely in your favor. When stable assets Silver shouldnt trade like crypto You should be selling Silver $SLV when its up 234% in a year not chasing the pump. Be smart: take some profits. Yes it can go higher but the risk-reward on a" [X Link](https://x.com/RealistNoReally/status/2017299461572010235) 2026-01-30T18:10Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@RealistNoReally RealistRealist posts on X about silver, $slv, stocks, $btc the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence finance 47% stocks 31% technology brands 10% cryptocurrencies 10% automotive brands 2% countries 2%
Social topic influence silver 21%, $slv 15%, stocks 6%, $btc 6%, gold 6%, $pypl 5%, $mtn 4%, food 4%, ai 4%, if you 3%
Top accounts mentioned or mentioned by @dividenddynasty @thelonginvest @mrderivatives @datadinvesting @keithmccullough @peterschiff @trendspider @barchart @carleygarner @stockmarketnerd @mikealfred @rivian @saylor @goldtelegraph @peterizzo @grok @fiscalai @dampedspring @charliebilello @jennablan
Top assets mentioned Bitcoin (BTC) PayPal Holdings Inc (PYPL) Vail Resorts, Inc. (MTN) NuCypher (NU) Adobe, Inc. (ADBE) SPDR GOLD ETF (GLD) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) UnitedHealth Group (UNH) Oscar Health, Inc. (OSCR) Centene Corp (CNC) Elevance Health Inc (ELV) Tesla, Inc. (TSLA) 2131KOBUSHIDE (21) Barrick Gold Corp. (GOLD) RAI Finance (SOFI) Strategy (MSTR) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Intel Corporation (INTC) Microsoft Corp. (MSFT) Vixco (VIX) Costco Hot Dog (COST) Newmont Corporation (NEM) Harmony Gold Mining Company Limited (HMY) DisChain (DIS)
Top posts by engagements in the last [--] hours
"$MTN kind of destroyed skiing. Its over commercialized with big crowds long lines and $35 cheeseburgers. Everyone had a season pass but thats now peaked and may start to the decline. The worst snow on record in Colorado this year has skier visits down 20% this year (lower housing rentals lower food sales etc). Season pass sales may be down next year as a result. https://twitter.com/i/web/status/2012962116219912569 https://twitter.com/i/web/status/2012962116219912569"
X Link 2026-01-18T18:55Z [---] followers, [---] engagements
"$MTN kind of destroyed skiing. Its over commercialized with big crowds long lines and $30 cheeseburgers. Everyone had a season pass but thats now peaked and may start to the decline. The worst snow on record in Colorado has skier visits down 20% this year (=lower hotels / condo rentals food sales etc). Season pass sales may be down next year as a result (if you didnt enjoy this year why go back). A lot of their low paid seasonal employees are on international work visas and that could be more challenging in the future. Vail Resorts $MTN followed Disneys $DIS to over commercialized their"
X Link 2026-01-18T19:13Z [---] followers, [---] engagements
"@jennablan LinkedIns organic feed shifted almost entirely toward corporate marketing and 'stealth' sales pitches. Its becoming harder to find genuine professional exchange under the weight of employee advocacy programs and lead-gen hooks"
X Link 2026-02-17T22:04Z [---] followers, [--] engagements
"@DividendDynasty I work at a large F500 company and we use private instance of Gemini now to create most of our content (even some Ads now). The need for Adobe is not what it once was. We also eliminated quite a few of the marketing roles entirely that had Adobe licenses"
X Link 2025-10-13T22:27Z [---] followers, [--] engagements
"@StockMarketNerd You called it Shorting quantum stocks would have been timed perfectly"
X Link 2025-10-16T21:33Z [---] followers, [--] engagements
"Impossible to have a strong opinion on the direction of the markets or interest rates right now. Im moving to the sidelines. Sold most of my stocks and higher yield bonds over the past month. Tariff impact increasing debt high valuations AI (and AI spending) political risk etc. Happy with 4-5% return waiting for some better direction (or my brain to catch up). Taking a breath and reevaluating is a strategy"
X Link 2025-08-01T02:25Z [---] followers, [----] engagements
"$UNH down 27% last month 56% in [--] months $OSCR down 33% last [--] month 18% in [--] months $CNC down 54% last [--] month 59% in [--] months $ELV down 30% last [--] month & past [--] months. This is an industry in decline costs up profits (& future cash flow) down. They will figure it out but not at the same growth rates and profitability. Hard to catch a falling knife. Id wait it out and keep an eye on them once they stabilize"
X Link 2025-08-02T22:13Z [---] followers, [---] engagements
"Here was my last charge at a Tesla charging station for a Rivian. [---] miles =$26.54"
X Link 2025-09-07T18:43Z [---] followers, [---] engagements
"@TrendSpider Canary in the Coal Mine. When it dies the AI trade begins to suffocate"
X Link 2025-11-03T03:39Z [---] followers, [----] engagements
"The Boring Brilliance of the Contrarian Bond Play I know what youre thinking: bonds arent exactly exciting. They lack the viral pull of AI-driven tech stocks. But in investing the most profitable moves often happen in the quiet corners of the market that the crowd is ignoring. Protecting wealth is equally important to growing wealth. When an asset class is out of favor it creates a prime opportunity for the disciplined investor. Check my free Substack article for my thoughts on Protecting Wealth in an Age of Debt & Deficits. $SPY $QQQ $TIPS"
X Link 2025-12-21T01:09Z [---] followers, 25.3K engagements
"@TheLongInvest Elliott tried already (maybe they try again). https://www.reuters.com/business/finance/activist-investor-elliott-investment-management-dissolves-stake-paypal-2023-08-14/ https://www.reuters.com/business/finance/activist-investor-elliott-investment-management-dissolves-stake-paypal-2023-08-14/"
X Link 2026-01-05T03:07Z [---] followers, [---] engagements
"Silver shouldnt trade like crypto You should be selling Silver $SLV when its up 234% in a year not chasing the pump. Be smart: take some profits. Yes it can go higher but the risk-reward on a parabolic move with a hard asset is rarely in your favor. When stable assets become unstable be on high alert. Weve seen this movie before: 📉 1980: -78%. $49 $10 📉 2008: -50% $21 $9 📉 2011: -35% $49 $32 📉 2020: -33% $18 $12 History doesn't repeat but it often rhymes. $ZSL $SLV $SIVR $PSLV $SIL $SILJ $AGQ @wmiddelkoop @EconguyRosie @PeterSchiff @Mr_Derivatives @Mike_Taylor1972 @mikealfred"
X Link 2026-01-24T21:04Z [---] followers, [---] engagements
"Momentum fundamentals in the market right now. Keep a watchlist of your favorite stocks that are exceeding expectations but wait to buy until you see momentum pick up (8-day EMA 21-day EMA). There will be some amazing opportunities but be patient on longs and shorts"
X Link 2026-01-29T03:41Z [---] followers, [--] engagements
"$AAPLs P/E at almost [--] is based on an expectation of a fairly high growth rate. Their revenue has declined the last few quarters. Its not easy to grow 15-30% a year when your revenue is already almost $400B a year adding $60-$100B in new revenue isnt easy at that point. Stock is overpriced if they only grow 0-10% per year"
X Link 2024-01-07T20:23Z [---] followers, [----] engagements
"@TrendSpider Sold a ton of $NU and $C too"
X Link 2025-02-14T21:39Z [---] followers, [----] engagements
"@TheLongInvest Sold almost completely out of $NU and $C too"
X Link 2025-02-14T21:43Z [---] followers, [----] engagements
"Rivian service times are getting ridiculously long. Clearly there are a lot more Rivians on the road now but waiting 3-5 weeks before an appointment is available when there is a problem is getting crazy for a $100K SUV. Service folks are amazing but Rivian is clearly under staffed for the # of vehicles on the road. They need to hire more techs extend service hours and have a weekend swing shift to catch up to improve their customer experience. @Rivian @RJScaringe $RIVN"
X Link 2025-02-15T19:16Z [---] followers, [--] engagements
"I remember when Berkshire bought Barrick $GOLD years ago (2020) and everyone got excited that buffet was now a gold bug and hyped gold mining stocks. They sold it shortly after Funny even with physical gold $GLD prices WAY higher now (50%) Barrick $GOLD stock is still lower than when he sold in [----]. BTW Im long gold gold mining stocks but there is always a lot of hype and noise around it"
X Link 2025-02-17T17:25Z [---] followers, [---] engagements
"Good reminder to take profits when things go parabolic so you can reinvest later. I got some heat for selling some of my $SOFI at $16 & $18 but I repurchased quite a bit today. Good to have a long only account and a trading account to keep things logically separated and to take advantage of extremes"
X Link 2025-02-22T02:55Z [---] followers, [---] engagements
"@saylor Wait for the fire sale it has a ways to go. $MSTR is only down 50% from its recent high"
X Link 2025-02-25T00:39Z [---] followers, [--] engagements
"@Investingcom How will $NVDA improve margins when their largest customers are developing their own GPUs now $AMZN $MSFT $GOOG. Its amazing leverage at the negotiating table to get $NVDA to lower their price. (Think $AAPL M chips in [----] replacing $INTC chips)"
X Link 2025-02-27T02:01Z [---] followers, [---] engagements
"@saylor Bitcoin ETFs are unloading. Not a great store of value if it drops 30% in a month. Granted its up 800% in [--] years but $BTC ETF holders all got crushed"
X Link 2025-02-28T04:26Z [---] followers, [--] engagements
"I took profits in gold $PHYS when they were excluded from tariffs (the fear of tarriffs is what forced the massive buying and importing of physical gold). I actually bought $GDX at the close today since it was down so much Got screwed on Silver $PSLV- that got hammered and I kept trying to get in near the near term low (200 DMA) but it kept falling"
X Link 2025-04-04T20:57Z [---] followers, [---] engagements
"$AAPL at a [--] trailing PE and [--] forward PE is still WAY too expensive. Its not growing very quickly and has no new major revenue drivers. Forward estimates are still too high and analysts will bring it down. There is actually a chance $AAPLs revenue sees zero growth (slight chance it actually declines if China sales plummet) in [----]. https://twitter.com/i/web/status/1908497887534727507 https://twitter.com/i/web/status/1908497887534727507"
X Link 2025-04-05T12:32Z [---] followers, [--] engagements
"@TheLongInvest Valuations AFTER this correction is interesting vs. historical averages. Its still expensive and foreign investors (16-18% of US market are moving money out of US). Its not on sale yet"
X Link 2025-04-05T13:26Z [---] followers, [----] engagements
"@TheLongInvest $IVOO vs $VOO"
X Link 2025-04-05T13:28Z [---] followers, [--] engagements
"@gurgavin Whos ready for $AAPLs margins to drop"
X Link 2025-04-09T02:30Z [---] followers, [--] engagements
"@TripleNetInvest Its actually far worse than that. [--] News Denver. - Two downtown Denver skyscrapers recently sold for just $3.2 million more than 90% below their estimated [----] value of approximately $200 million https://www.9news.com/article/money/economy/denver-office-buildings-sell-90-less/73-4a1b064d-a1ed-462d-8c14-5180504e8e17 https://www.9news.com/article/money/economy/denver-office-buildings-sell-90-less/73-4a1b064d-a1ed-462d-8c14-5180504e8e17"
X Link 2025-08-19T02:05Z [---] followers, [---] engagements
"@GoldTelegraph_ Rushing to sell"
X Link 2025-10-18T03:09Z [---] followers, [----] engagements
"@KobeissiLetter Now show Texas tech jobs"
X Link 2025-11-03T03:44Z [---] followers, [----] engagements
"@pete_rizzo_ @DataDInvesting Seems like a Stablecoin would make more sense$BTC is still pretty tied to risk assets"
X Link 2025-11-03T03:51Z [---] followers, [--] engagements
"@BillAckman @ZohranKMamdani Sounds like he wants someone to step up to pay for free busses and rent freezes if youre open to funding it"
X Link 2025-11-05T05:01Z [---] followers, [--] engagements
"@pete_rizzo_ @grok can you validate this"
X Link 2025-11-05T05:04Z [---] followers, [--] engagements
"@StockMarketNerd $GOOG is an Interesting purchase but the cash war chest is still massive and growing so it will be even more interesting to see what hes preparing for (a massive acquisition or maybe just a generally lower market if they believe its over valued)"
X Link 2025-11-15T00:04Z [---] followers, [---] engagements
"@InvestingVisual @InvestingVisual could you update $ADBE this visual based on the latest quarter #s Super interesting to see these metrics. Thank you"
X Link 2025-11-15T14:21Z [---] followers, [--] engagements
"@weary_centurion Surprised to see $PYPL as #1 in Finance in my App Store"
X Link 2025-11-15T19:56Z [---] followers, [----] engagements
"My Investing Game Changed: Process over Prediction thanks to @Hedgeye [--]. NO MORE SPECULATION. I replaced emotional stock-picking with a repeatable signals-based system focused strictly on timing & risk. [--]. Stocks = Inventory. No attachment no bottom-fishing on "cheap" valuations. I wait for the Risk Range signal to buy or sell. [--]. Macro Smarter. The Quad Model dictates my global allocation & sector rotation. I position for the current Quad and anticipate the next shift. [--]. Risk Discipline: I use min/max allocations trim gains near the top of the range and reload/exit near the bottom. I now"
X Link 2025-11-19T19:34Z [---] followers, [--] engagements
"@michaeljburry None needed. Every start up pushes the envelope with accounting and bookings but OpenAI is doing it at a scale thats unprecedented. I believe the bubble is bigger in VC funded companies vs. public companies"
X Link 2025-11-20T01:18Z [---] followers, [----] engagements
"@DataDInvesting They are not.power is the constraint. New chips are far more power efficient. Hard stop"
X Link 2025-11-20T01:41Z [---] followers, [--] engagements
"@Barchart Outflow to what Stable coins money markets"
X Link 2025-11-20T05:16Z [---] followers, [---] engagements
"@DataDInvesting The Blackwell data center GPU is reported to offer up to 25x improved cost and energy efficiency for AI inference over the prior Hopper generation"
X Link 2025-11-20T05:36Z [---] followers, [--] engagements
"@KeithMcCullough Spot on today with the $VIX remaining elevated trimming into that morning strength was the smart risk-management move. I took advantage of it. Great call Thank you"
X Link 2025-11-20T20:06Z [---] followers, [----] engagements
"@fiscal_ai Ill bet he regrets selling all their $MU shares in 2023"
X Link 2025-11-23T20:39Z [---] followers, [---] engagements
"@Rajatsoni There is an infinite amount of paper$BTC"
X Link 2025-11-28T18:50Z [---] followers, [--] engagements
"@DividendDynasty $B (BARRICK Gold) I bought it last year with a 3.5% dividend yield at the time"
X Link 2025-12-03T05:26Z [---] followers, [--] engagements
"@Barchart Love $COST but not at 42X forward earnings"
X Link 2025-12-17T02:05Z [---] followers, [---] engagements
"@Mr_Derivatives $PYPL IPO $41.63 in July [----] (eBay spin off). 3.5% CAGR slightly better than cash 😆"
X Link 2025-12-20T03:37Z [---] followers, [---] engagements
"@RayDalio 30-year TIPS real yields are at 15-year highs Time to protect your wealth hedge against a market drawdown and guard against "higher for longer" inflation. https://open.substack.com/pub/eric5280/p/dont-be-foolish-protect-your-wealthr=217g9x&utm_medium=ios https://open.substack.com/pub/eric5280/p/dont-be-foolish-protect-your-wealthr=217g9x&utm_medium=ios"
X Link 2025-12-21T02:30Z [---] followers, [--] engagements
"@DividendDynasty $ADBE at $300"
X Link 2026-01-09T21:15Z [---] followers, [---] engagements
"@federalreserve The Federal Reserve must remain independent. Thank you"
X Link 2026-01-12T01:52Z [---] followers, [--] engagements
"@plzfixthnx Portfolios are not static that was accurate at the point in time and I ended up buying $GDX and $GDXJ later as well as $B and traded $NEM and $HMY. Worked out pretty Id say"
X Link 2026-01-14T04:06Z [---] followers, [---] engagements
"Totally understandthats what I owed at the time. I sold it bought $GDX $GDXJ and $B etc. when things appeared to be changing and miners actually started paying down debt oil started declining and things looked more promising for miners. Thats what we do: rotate when conditions change (never get it 100% accurate but I did on this one). https://twitter.com/i/web/status/2011295217828438427 https://twitter.com/i/web/status/2011295217828438427"
X Link 2026-01-14T04:32Z [---] followers, [---] engagements
"@TheLongInvest Short Silver to hedge the gains"
X Link 2026-01-15T05:41Z [---] followers, [----] engagements
"@FMayford97841 @HedgeyeComm They are short $ADBE not long. Same with $PYPL"
X Link 2026-01-18T18:28Z [---] followers, [---] engagements
"@fiscal_ai They followed $DIS Disneys over commercialized approach and ended up with the same results"
X Link 2026-01-18T19:01Z [---] followers, [---] engagements
"$MTN kind of destroyed skiing. Its over commercialized with big crowds long lines and $30 cheeseburgers. Everyone had a season pass but thats now peaked and may start to the decline. The worst snow on record in Colorado this year has skier visits down 20% this year (lower housing rentals lower food sales etc). Season pass sales may be down next year as a result (if you didnt enjoy this year why go back) They followed $DIS Disneys over commercialized approach and ended up with the same results over time. https://twitter.com/i/web/status/2012964402324975835"
X Link 2026-01-18T19:04Z [---] followers, [--] engagements
"$MTN kind of destroyed skiing. Its over commercialized with big crowds long lines and $30 cheeseburgers. Everyone had a season pass but thats now peaked and may start to the decline. The worst snow on record in Colorado has skier visits down 20% this year (=lower hotels / condo rentals food sales etc). Season pass sales may be down next year as a result (if you didnt enjoy this year why go back). A lot of their low paid seasonal employees are on international work visas and that could be more challenging in the future. Vail Resorts $MTN followed Disneys $DIS to over commercialized their"
X Link 2026-01-18T19:13Z [---] followers, [--] engagements
"@carleygarner Increased margin requirements for silver would usually impact the parabolic move (clearly not yet though)"
X Link 2026-01-23T22:29Z [---] followers, [---] engagements
"$SLV vs $BTC past [--] year is insane $SLV up 234% $BTC down 14%. Love Silver and Gold but when hard assets go parabolic either something is about to break or well settle back down to normal. @PeterSchiff"
X Link 2026-01-23T23:50Z [---] followers, [--] engagements
"@KeithMcCullough $SLV up 234% $BTC down 14% past [--] year. INSANE Glad I own Silver (and have been locking in some gains)"
X Link 2026-01-24T00:01Z [---] followers, [----] engagements
"@Mr_Derivatives Take profits in $SLV. Hard assets that go parabolic return to normal. Silver should absolutely be UP but this is extraordinary"
X Link 2026-01-24T01:59Z [---] followers, [---] engagements
"@mikealfred @Mr_Derivatives Agreed. Makes me nervous but I shorted $SLV bought Put spreads for end of Feb. and bought some $ZSL. Silver up 234% in [--] year isnt normal. Hard assets should not go parabolic"
X Link 2026-01-24T16:31Z [---] followers, [---] engagements
"@TrendSpider $GLD is a stretched $SLV is about to break in half after bending over backwards"
X Link 2026-01-24T20:20Z [---] followers, [---] engagements
"You should be selling Silver ($SLV) when its up 234% in one year not buying it. Be smart and take some gains. Yes it can still go higher but the risk-reward when a hard asset goes parabolic isnt in your favor at this point. Silver shouldnt trade like crypto. The "Silver Thursday" Crash (1980) The Drop: -78% (From approx. $49.45 to $10.80) The Post-GFC "Margin Hike" Crash (2011) The Drop: -35% in a few weeks (From approx. $49.80 to $32.00) The [----] Financial Crisis Liquidity Crunch The Drop: -50% (From approx. $21.00 to $9.00) The COVID-19 "Flash Crash" (March 2020) The Drop: -33% (From"
X Link 2026-01-24T20:36Z [---] followers, [---] engagements
"Silver moves fast both ways. $SLV is up 230% in one yeardon't chase the pump. Be smart: lock in profits. History shows that when the floor falls out it happens in days not months: [----] "Silver Thursday" Duration: -78% in [--] days The Shock: Lost 50% in just [--] days (March [--] April 1) [----] "Margin Hike" Duration: -35% in [--] months The Shock: Lost 27% in just [--] days (First week of May) [----] "Liquidity Crunch" Duration: -57% in [--] months (March October) [----] "Flash Crash" Duration: -33% in [--] days (Feb [--] March 16) The Shock: A vertical line down during the initial pandemic panic."
X Link 2026-01-24T22:25Z [---] followers, [---] engagements
"Blew past the Top of the Risk Rangeon Friday. Ive been taking profits and locking in gains. Amazing call from Hedgeye Silver moves fast both ways. $SLV is up 230% in one yeardon't chase the pump. Be smart: lock in profits. History shows that when the floor falls out it happens in days not months: [----] "Silver Thursday" Duration: -78% in [--] days The Shock: Lost 50% in just [--] days (March [--] April 1) [----] "Margin Hike" Duration: -35% in [--] months The Shock: Lost 27% in just [--] days (First week of May) [----] "Liquidity Crunch" Duration: -57% in [--] months (March October) [----] "Flash Crash" Duration:"
X Link 2026-01-24T22:34Z [---] followers, [---] engagements
"20% discount (& commission) to sell Silver right now vs buy from the same dealer (JM Bullion) Buy 100oz for $11075 Sell 100oz for $8896 $2179 spread Super expensive to hedge so I understand some of this but it does seem high. Dealers know how parabolic moves end. @dampedspring @PeterSchiff @StoicTA https://twitter.com/i/web/status/2015207041090846760 https://twitter.com/i/web/status/2015207041090846760"
X Link 2026-01-24T23:36Z [---] followers, [---] engagements
"@Mr_Derivatives Looks a lot like PainPal $PYPL"
X Link 2026-01-25T14:58Z [---] followers, [---] engagements
"Great call on $SLV. I moved my cash position into silver expecting a modest hedge but that parabolic move was a gift. These vertical runs can reverse just as fastdefinitely a good time to lock in some gains [----] "Silver Thursday" Duration: -78% in [--] days The Shock: Lost 50% in just [--] days (March [--] April 1) [----] "Margin Hike" Duration: -35% in [--] months The Shock: Lost 27% in just [--] days (First week of May) [----] "Liquidity Crunch" Duration: -57% in [--] months (March October) [----] "Flash Crash" Duration: -33% in [--] days (Feb [--] March 16) @TheLongInvest"
X Link 2026-01-25T15:31Z [---] followers, [---] engagements
"@GoldTelegraph_ Volatile this afternoon. Still up 250% past [--] year. Insane"
X Link 2026-01-26T19:25Z [---] followers, [--] engagements
"@DividendDynasty Im all for dividends but prefer them when they are at least close to savings rates 4.6% bond rates of 5.4%. 1-3% isnt that exciting these days. $C Citi $VZ Verizon $DVN Devon $SPG Simon Property (REIT careful on taxes) $CTRA Coterra etc"
X Link 2023-12-19T01:54Z [---] followers, [---] engagements
"@DataDInvesting I can appreciate what $NU is doing in South America but its clearly riskier than $SOFIs business model"
X Link 2024-08-16T01:17Z [---] followers, [---] engagements
"@middle_cloud @DataDInvesting Rate cut was priced in [--] months ago10 yr dropped a bit today but the past month the 10yr has actually been climbing which would negatively impact $SOFIs student loans home refinancing new mortgages personal loans etc"
X Link 2024-11-09T00:17Z [---] followers, [---] engagements
"@StockMKTNewz What are the $SBIT flows I bought some"
X Link 2025-11-25T01:02Z [---] followers, [---] engagements
"@dondrisnas @KeithMcCullough $BUXX $ITB $KBA + Money Market and [--] Year TIPS"
X Link 2026-01-24T01:56Z [---] followers, [--] engagements
"$SLV is up 250% in [--] year. Probably smart to take some profits. Silver should not trade like a cryptocurrency Yes it can go higher but the risk-reward on a parabolic move with a hard asset is rarely in your favor. When stable assets become unstable be on high alert. [----] "Silver Thursday" Duration: -78% in [--] days The Shock: Lost 50% in just [--] days (March [--] April 1) [----] "Margin Hike" Duration: -35% in [--] months The Shock: Lost 27% in just [--] days (First week of May) [----] "Liquidity Crunch" Duration: -57% in [--] months (March October) [----] "Flash Crash" Duration: -33% in [--] days (Feb [--] March"
X Link 2026-01-26T22:41Z [---] followers, [----] engagements
"You should be selling Silver $SLV when its up 250% in a year not chasing the pump. Be smart: take some profits. Yes it can go higher but the risk-reward on a parabolic move with a hard asset is rarely in your favor. When stable assets become unstable be on high alert. [----] "Silver Thursday" Duration: -78% in [--] days The Shock: Lost 50% in just [--] days (March [--] April 1) [----] "Margin Hike" Duration: -35% in [--] months The Shock: Lost 27% in just [--] days (First week of May) [----] "Liquidity Crunch" Duration: -57% in [--] months (March October) [----] "Flash Crash" Duration: -33% in [--] days (Feb [--] March"
X Link 2026-01-27T15:09Z [---] followers, [---] engagements
"Bought my first gold coins at $300 just before Y2K. Loaded up on Costco gold and silver coins and bars in 2023/2024 (at spot with rebate) after seeing central bank buying silver deficits and reading The Fourth Turning. It seems way overblown right now with speculators but long term Im still a believer. Short term Im assuming a decent pullback. https://twitter.com/i/web/status/2016706497234030832 https://twitter.com/i/web/status/2016706497234030832"
X Link 2026-01-29T02:54Z [---] followers, [---] engagements
"@FibonacciInves1 Are you expecting 20-30 year Treasuries to drop to 33.5% in the next [---] months Whats your target and high-level thoughts"
X Link 2026-01-29T03:11Z [---] followers, [----] engagements
"Thanks. I'm trading the range a bit on [--] years but won't commit to long-term nominal bonds. Personally I'm moving to 30-year TIPS with the current real rates (my guess is inflation will peak back up long-term). Any thought on TIPs at 2.6% real rate Always good to hear different opinions. https://twitter.com/i/web/status/2016712477929877861 https://twitter.com/i/web/status/2016712477929877861"
X Link 2026-01-29T03:18Z [---] followers, [---] engagements
"@DividendDynasty $PYPL will have its day but wait for some positive momentum. [--] EMA [--] EMA. Otherwise avoid it and keep it on a watch list"
X Link 2026-01-29T03:34Z [---] followers, [---] engagements
"@charliebilello $95 support level"
X Link 2026-01-29T04:14Z [---] followers, [--] engagements
"@charliebilello @carleygarner agrees that $95-$96 is a long term support level"
X Link 2026-01-29T04:16Z [---] followers, [--] engagements
"@DividendDynasty Wait for some momentumvaluations should matter but they dont short term"
X Link 2026-01-29T04:18Z [---] followers, [--] engagements
"Agreed. I was an Economics major and still focus on it today. The one quote I remember is my economics professor saying Economics is the best profession we hold all variables constant to assume a result but in reality thats impossible so no one expects us to be that accurate. https://twitter.com/i/web/status/2016729628589613067 https://twitter.com/i/web/status/2016729628589613067"
X Link 2026-01-29T04:26Z [---] followers, [--] engagements
"@stackhodler Gold silver and Bitcoin all have paper derivatives now (options ETFs futures inverse ETFs leveraged ETFs). There is no finite supply of Bitcoin ($BTC) anymore. Wall Street won again"
X Link 2026-01-29T05:01Z [---] followers, [---] engagements
"@CathieDWood Gold vs. $ARKK and $QQQ past [--] years interesting too"
X Link 2026-01-30T00:11Z [---] followers, [----] engagements
"Just my humble opinion: Silver became very speculative and overbought (the 25% drop on Friday helped take some air out of the bubble). It may still drop significantlypersonally I sold mine (90% though I bought in 2023/2024). I wont buy silver again until it drops below $40 (maybe $50 if it consolidates there for a long time). I still believe in gold (even though it could drop a more but not as much as silver). I sold some gold and gold mining stocks but still own it and would buy more if it continues to fall. https://twitter.com/i/web/status/2017982485108596748"
X Link 2026-02-01T15:24Z [---] followers, [--] engagements
"Not Long Not Short. On the sidelines right now. Opportunities will come be patient"
X Link 2025-08-01T02:56Z [---] followers, [----] engagements
"Take the wins take some off the table. Enjoy your success"
X Link 2025-08-01T03:00Z [---] followers, [---] engagements
"Losing EV subsidies is tough but here's a bigger concern: rising electricity costs vs. falling gasoline prices. If this trend continues charging an EV could soon be more expensive per mile than filling up a gas car. AI is straining the grid and electricity prices are rising quickly. OPEC and drill baby drill is releasing more oil. What do you think #EV #Gasoline #EnergyPrices @SullyCNBC @Barchart @Rivian @Tesla @GuyDealership"
X Link 2025-09-07T18:02Z [---] followers, [---] engagements
"@Mr_Derivatives Lower CPI print in the AM strong $MU earnings and guidance. We have a good shot"
X Link 2025-12-18T01:00Z [---] followers, [----] engagements
"30-year TIPS real yields are at 15-year highs Time to protect your wealth hedge against a market drawdown and guard against "higher for longer" inflation. More info on Substack (free unlocked): https://open.substack.com/pub/eric5280/p/dont-be-foolish-protect-your-wealthutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/eric5280/p/dont-be-foolish-protect-your-wealthutm_campaign=post-expanded-share&utm_medium=web"
X Link 2025-12-21T02:10Z [---] followers, [---] engagements
"@StockSavvyShay $HQY as a larger percentage of customers move to high deductible + Health Savings Accounts (HSA). Higher for longer interest rates will boost their custodial income"
X Link 2025-12-24T02:06Z [---] followers, [---] engagements
"Silver ($SLV) up 234% in [--] year is amazing but with any parabolic move in hard assets its time to take some profits and lock in gains. I still believe in hard assets long term but silvers move is extraordinary. $SLV is trading like a Cryptocurrency and everyone should use caution and take some profits (yes it can still go higher but dont be greedy)"
X Link 2026-01-24T00:45Z [---] followers, [----] engagements
"1980 "Silver Thursday" Duration: -78% in [--] days The Shock: Lost 50% in just [--] days (March [--] April 1) [----] "Margin Hike" Duration: -35% in [--] months The Shock: Lost 27% in just [--] days (First week of May) [----] "Liquidity Crunch" Duration: -57% in [--] months (March October) [----] "Flash Crash" Duration: -33% in [--] days (Feb [--] March 16) The Shock: A vertical line down during the initial pandemic panic"
X Link 2026-01-24T22:20Z [---] followers, [--] engagements
"The biggest hurdle for physical silver & gold isnt the priceits the "exit tax." Calculated a 20% spread today ($11075 buy vs $8886 sell-back for [---] oz of Silver). I get that hedging costs are peaking with this volatility but a 20% haircut makes physical a tough sell for anyone. The "hidden cost" of being your own central bank 🏦 #Silver #Gold #Investing $SLV $PHYS @carleygarner @PeterSchiff @dampedspring"
X Link 2026-01-24T23:46Z [---] followers, [---] engagements
"@EricBalchunas @zerohedge @grok is there data that support this"
X Link 2026-01-28T22:17Z [---] followers, [----] engagements
"Glad I sold $SLV and physical Silver last week. Down 25% today and Id assume we keep dropping further as we return to a more normal level. Silver shouldnt trade like crypto You should be selling Silver $SLV when its up 234% in a year not chasing the pump. Be smart: take some profits. Yes it can go higher but the risk-reward on a parabolic move with a hard asset is rarely in your favor. When stable assets Silver shouldnt trade like crypto You should be selling Silver $SLV when its up 234% in a year not chasing the pump. Be smart: take some profits. Yes it can go higher but the risk-reward on a"
X Link 2026-01-30T18:10Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::ED2614324048497