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# ![@Finance_Girl_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::199743452.png) @Finance_Girl_ 投资理财女

投资理财女 posts on X about gold, meta, nvda, $tsla the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::199743452/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::199743452/c:line/m:interactions.svg)

- [--] Week [---] +4,067%
- [--] Month [---] +108%
- [--] Months [---] +1,297%
- [--] Year [---] +234%

### Mentions: [--] [#](/creator/twitter::199743452/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::199743452/c:line/m:posts_active.svg)


### Followers: [---------] [#](/creator/twitter::199743452/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::199743452/c:line/m:followers.svg)

- [--] Week [---] +0.83%
- [--] Month [---] +1.10%
- [--] Months [---] +1.70%
- [--] Year [---] +5.80%

### CreatorRank: undefined [#](/creator/twitter::199743452/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::199743452/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)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [countries](/list/countries)  [travel destinations](/list/travel-destinations)  [fashion brands](/list/fashion-brands)  [currencies](/list/currencies) 

**Social topic influence**
[gold](/topic/gold), [meta](/topic/meta), [nvda](/topic/nvda), [$tsla](/topic/$tsla), [$amzn](/topic/$amzn), [googl](/topic/googl), [$nvda](/topic/$nvda), [$lyb](/topic/$lyb) #12, [ai](/topic/ai), [$googl](/topic/$googl)

**Top accounts mentioned or mentioned by**
[@carsonresearch](/creator/undefined) [@ryandetrick](/creator/undefined) [@ewhispers](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Diageo plc (DEO)](/topic/$deo) [Bitcoin (BTC)](/topic/bitcoin) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [69Coin (69)](/topic/$69) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Iris Energy Limited (IREN)](/topic/$iren) [Arm Holdings plc (ARM)](/topic/$arm) [Advanced Micro Devices (AMD)](/topic/$amd) [Teradyne, Inc. (TER)](/topic/$ter) [Lululemon Athletica Inc (LULU)](/topic/lululemon) [Uber Technologies, Inc. (UBER)](/topic/uber) [Gores Guggenheim, Inc. Class A Common Stock (PSNY)](/topic/$psny)
### Top Social Posts
Top posts by engagements in the last [--] hours

"2023  $BTC: +59% [---] $QQQ: +35% [---] $SPY+14% $VEA: +8% $GLD: +5% $HYG: +4% $DBC+2% $IWM: +2% $VWO+2% $VNQ: -3% $AGG: -0.4% $VXX: -60%"  
[X Link](https://x.com/Finance_Girl_/status/1705140034654089546)  2023-09-22T08:40Z [---] followers, [---] engagements


"$LULU Lululemon [---] 10.31% 669% [----] [---]  30% [----] [--] [--] [----] 30"  
[X Link](https://x.com/Finance_Girl_/status/1714273725561135431)  2023-10-17T13:34Z [---] followers, [--] engagements


"2023 $NVDA+182% $META: +152 $TSLA: +60 $AMZN: +58 $MSFT+42% $GOOGL: +41 $NFLX+39% $AAPL: +32  [---] ETF $RSP: -3% ETF $IJR: -6%"  
[X Link](https://x.com/Finance_Girl_/status/1719698419504370036)  2023-11-01T12:50Z [---] followers, [---] engagements


"Facebook $META: +23% $MSFT+13% $AMZN: +13% $GOOGL: +11% $TSLA: +9% Netflix $NFLX+8% [---] $SPY+5% AMD $AMD: +4% $AAPL: -1%"  
[X Link](https://x.com/Finance_Girl_/status/1720417840866435294)  2023-11-03T12:29Z [---] followers, [--] engagements


"S&P 500: +19% S&P [---] : +6% S&P 7: +71%"  
[X Link](https://x.com/Finance_Girl_/status/1729020959863214499)  2023-11-27T06:14Z [---] followers, [--] engagements


"#Bitcoin -40.9% [--] [--]  [--]  18-24  [----] 2025"  
[X Link](https://x.com/Finance_Girl_/status/1731930749052313849)  2023-12-05T06:57Z [---] followers, [--] engagements


"5 [--]. [--]. [--]. [--]. 5"  
[X Link](https://x.com/Finance_Girl_/status/1733420803843367321)  2023-12-09T09:38Z [---] followers, [--] engagements


"12 [--] ETF [-----] [----]  [---]  ETF [-----]  [-----]  [----] 3075"  
[X Link](https://x.com/Finance_Girl_/status/1734375833521770666)  2023-12-12T00:53Z [---] followers, [--] engagements


"1. Matrixpoint SEC Matrixport [--] SEC ETF Gensler [----] ETF"  
[X Link](https://x.com/Finance_Girl_/status/1742721157714088304)  2024-01-04T01:34Z [---] followers, [--] engagements


"-20% ETF [--] [--]. Peter SchiffETFBTC"  
[X Link](https://x.com/Finance_Girl_/status/1742721161312792967)  2024-01-04T01:34Z [---] followers, [--] engagements


"3. Bberg ETF Eric Balchunas [----] 99% SEC [--]. [--]. SEC ETF"  
[X Link](https://x.com/anyuser/status/1742721163820974209)  2024-01-04T01:34Z [--] followers, [--] engagements


"Meta - [----] [--] [--] [----]  [----] 11"  
[X Link](https://x.com/Finance_Girl_/status/1743526669561020888)  2024-01-06T06:55Z [---] followers, [--] engagements


"Goldman Sachs ""dip alphaScott Rubner"  
[X Link](https://x.com/Finance_Girl_/status/1745612341667049681)  2024-01-12T01:03Z [---] followers, [--] engagements


"3.4% 1.20.3% [--]. 2.10.1% 3.7.1% 4.6.5% 5.6.3% 6.5.5% 7"  
[X Link](https://x.com/Finance_Girl_/status/1745628277249908740)  2024-01-12T02:06Z [---] followers, [--] engagements


"5.2% [----] [--] [----] [--] CPI"  
[X Link](https://x.com/Finance_Girl_/status/1745628280571765047)  2024-01-12T02:06Z [---] followers, [--] engagements


"(JPMorgan Chase & Co.) Marko Kolanovic"  
[X Link](https://x.com/Finance_Girl_/status/1752137281723322799)  2024-01-30T01:10Z [---] followers, [--] engagements


"10 Alphabet"  
[X Link](https://x.com/Finance_Girl_/status/1752137285309546948)  2024-01-30T01:10Z [---] followers, [--] engagements


"500 Meta Platforms 34%"  
[X Link](https://x.com/Finance_Girl_/status/1752137289101197785)  2024-01-30T01:10Z [---] followers, [--] engagements


"12CPI3.4%20239"  
[X Link](https://x.com/Finance_Girl_/status/1752139091112554606)  2024-01-30T01:18Z [---] followers, [--] engagements


"$AMZN $UBER"  
[X Link](https://x.com/Finance_Girl_/status/1760094213608452235)  2024-02-21T00:08Z [---] followers, [--] engagements


"GDP (CPI) (PPI) 2024"  
[X Link](https://x.com/Finance_Girl_/status/1760843207133299014)  2024-02-23T01:45Z [---] followers, [--] engagements


"500 15%-20% 35% AI"  
[X Link](https://x.com/Finance_Girl_/status/1760843213886173499)  2024-02-23T01:45Z [---] followers, [--] engagements


"EV Li Auto $LI: -25% BYD $BYDDF: -44% Tesla $TSLA: -53% XPeng $XPEV: -88% Polestar $PSNY: -90% NIO $NIO: -91% Vinfast $VFS: -93% GreenPower $GP: -94% Rivian $RIVN: -94% LionElectric $LEV: -95% QuantumScape $QS: -95% Lucid $LCID: -95% Fisker $FSR: -98%"  
[X Link](https://x.com/Finance_Girl_/status/1762730293335838852)  2024-02-28T06:43Z [---] followers, [--] engagements


"Nikola $NKLA: -99% Canoo $GOEV: -99.4% Lordstown $RIDEQ: -99.7% Proterra $PTRAQ: -99.95% Arrival $ARVLF: -99.95% Faraday $FFIE: -99.99%"  
[X Link](https://x.com/Finance_Girl_/status/1762730296016060539)  2024-02-28T06:43Z [---] followers, [---] engagements


"35 * [---] 40000"  
[X Link](https://x.com/Finance_Girl_/status/1764444801892810983)  2024-03-04T00:16Z [---] followers, [--] engagements


"Savita Subramanian [---] [----] 5000"  
[X Link](https://x.com/Finance_Girl_/status/1764451030744391794)  2024-03-04T00:41Z [---] followers, [--] engagements


"1. [---] [----] [--]. NFT [----] [--]. #Bitcoin 3% [--]. 1% [--]. Nvidia$NVDA [--] 1.1"  
[X Link](https://x.com/Finance_Girl_/status/1764903743865458972)  2024-03-05T06:40Z [---] followers, [--] engagements


"$NVDA $AAPL [----]  13%  NVDA [---] [----] AAPL [--] Apple Nvidia [--]  ($WMT) 5"  
[X Link](https://x.com/Finance_Girl_/status/1766006812577583419)  2024-03-08T07:43Z [---] followers, [--] engagements


"(NKE US) 5.6% Lululemon11%"  
[X Link](https://x.com/Finance_Girl_/status/1770981679714222331)  2024-03-22T01:11Z [---] followers, [--] engagements


"$NVDA [--] [---] 10"  
[X Link](https://x.com/Finance_Girl_/status/1772252864909545552)  2024-03-25T13:23Z [---] followers, [--] engagements


"5 [---] 25% [--] Nvidia$NVDA [--] 2.51113.5 (GDP) [--] 50%"  
[X Link](https://x.com/Finance_Girl_/status/1774971183135588798)  2024-04-02T01:24Z [---] followers, [--] engagements


"JPMorgan Chase & Co. Marko Kolanovic  3.5% 500"  
[X Link](https://x.com/Finance_Girl_/status/1777507099884536120)  2024-04-09T01:21Z [---] followers, [--] engagements


"9 [---------] [---] [----] 15%"  
[X Link](https://x.com/Finance_Girl_/status/1777511930204184997)  2024-04-09T01:40Z [---] followers, [--] engagements


"3 CPI 3.5% 3.4%CPI3.8%3.7% [--] 3% CPI 3.5% [--]. 22.2% [--]. 10.7% [--]. 8.2% [--]. 7.5% [--]. 5.9% [--]. 5.7% [--]. 5.0% [--]. 4.2% 90"  
[X Link](https://x.com/Finance_Girl_/status/1778240092701925529)  2024-04-11T01:54Z [---] followers, [--] engagements


"GDP +1.6% +2.5% +3.4% PCE 3.7% 3.4% GDP  GOOGL MSFT"  
[X Link](https://x.com/Finance_Girl_/status/1783675420342419872)  2024-04-26T01:52Z [---] followers, [--] engagements


"2022 [--]  [---]  [----] GDP 1.6% [----] 3.4% PCE 3.7%PCE"  
[X Link](https://x.com/Finance_Girl_/status/1785115069640278053)  2024-04-30T01:12Z [---] followers, [--] engagements


"33% [---] [--]  [----] 27% [---] [--]  ETF 12"  
[X Link](https://x.com/Finance_Girl_/status/1785597266314825734)  2024-05-01T09:08Z [---] followers, [--] engagements


"500 0.13% 0.1% [--] [----] 4.457% Reddit"  
[X Link](https://x.com/Finance_Girl_/status/1788075748433252661)  2024-05-08T05:17Z [---] followers, [--] engagements


"500 0.02% 0.29% [--] [----] 4.4865% Keith Gill X GameStop 74%Keith Gill [----] meme Gill AMC"  
[X Link](https://x.com/Finance_Girl_/status/1790186936600343028)  2024-05-14T01:06Z [---] followers, [--] engagements


"500 +0.09% +0.65% Nvidia(+2.49%) 522/ (+1.22%) PCCopilot+PC PC (+0.85%) AMD(+1.13%)(+2.01%)"  
[X Link](https://x.com/Finance_Girl_/status/1792733037626892353)  2024-05-21T01:43Z [---] followers, [--] engagements


"500+0.25% 0.22%103.134.412% [------] Nvidia+0.64 Christopher Waller"  
[X Link](https://x.com/Finance_Girl_/status/1793093071552581667)  2024-05-22T01:34Z [---] followers, [--] engagements


"Morgan Stanley Andrew Slimmon  5% 6% Slimmon  [---] 24%"  
[X Link](https://x.com/Finance_Girl_/status/1793099669536702469)  2024-05-22T02:00Z [---] followers, [--] engagements


"500 0.74% 0.39% [--] [--] [----] [--] PMI [----] [----] 10+5.494.4767% +9.32%"  
[X Link](https://x.com/Finance_Girl_/status/1793811210976264697)  2024-05-24T01:08Z [---] followers, [--] engagements


"500 0.02% 72% 0.59% 6.98% (Elon Musk) xAI [--] OpenAI  [--] +8.5 4.55% [--] [---] 96"  
[X Link](https://x.com/Finance_Girl_/status/1795625547877515674)  2024-05-29T01:17Z [---] followers, [--] engagements


"(roaring kitty) [--] Jay Powell -- 50% 👍"  
[X Link](https://x.com/Finance_Girl_/status/1799576267785937090)  2024-06-08T22:56Z [---] followers, [--] engagements


"6/12/24 [--]. [--]. [----] 2.4% 2.6% [--]. [----] [--]. [----] [---] [--]. "" [--]. [----] PCE 2.6% 2.8%"  
[X Link](https://x.com/Finance_Girl_/status/1800999304800379017)  2024-06-12T21:11Z [---] followers, [--] engagements


"500 ETF$SPY [---] ETF$QQQ [--]  [----] 50% $VIX [----] [--] 40%"  
[X Link](https://x.com/Finance_Girl_/status/1804515504435990545)  2024-06-22T14:03Z [---] followers, [--] engagements


"- [------] Nvidia $NVDA"  
[X Link](https://x.com/Finance_Girl_/status/1808681934056534241)  2024-07-04T01:59Z [---] followers, [--] engagements


"SPY - $553 QQQ - $495 DIA - $392 4% (NFP)  (TSLA)  [---] 1700"  
[X Link](https://x.com/Finance_Girl_/status/1809473646970183707)  2024-07-06T06:25Z [---] followers, [--] engagements


"500 [---] 2% 14"  
[X Link](https://x.com/Finance_Girl_/status/1814461846591504438)  2024-07-20T00:46Z [---] followers, [--] engagements


"1. [--]. [--]. [--]. [--]. [--].  [---] [---]  20%"  
[X Link](https://x.com/Finance_Girl_/status/1814462502526488889)  2024-07-20T00:49Z [---] followers, [--] engagements


"SPX VIX Verizon NVIDIA  2024"  
[X Link](https://x.com/Finance_Girl_/status/1815621986313458016)  2024-07-23T05:36Z [---] followers, [--] engagements


"TailDex [----] [---] 30%  Cambria Tail Risk ETF$TAIL 4.5% [----] 3"  
[X Link](https://x.com/Finance_Girl_/status/1821330477145583963)  2024-08-07T23:39Z [---] followers, [--] engagements


"$fico $spgi $mco"  
[X Link](https://x.com/Finance_Girl_/status/1838395366305337813)  2024-09-24T01:49Z [---] followers, [--] engagements


"$DKNG The largest online gambling companies on Earth https://t.co/sxeO6qyvhl The largest online gambling companies on Earth https://t.co/sxeO6qyvhl"  
[X Link](https://x.com/Finance_Girl_/status/1934441809385836705)  2025-06-16T02:44Z [---] followers, [--] engagements


"Venezuela headlines matter but mostly over years not days. Short term risk and disruptions can keep crude supported; longer term a U.S.-led rebuild of Venezuelan output is additive supply that leans bearish for oil. Highbeta E&Ps and services ($XOM $CVX $SLB $HAL $BKR) have real but slowburn optionality while defense ($LMT $RTX $NOC) and energytransition names ($FSLR plus peers) ride the broader geopolitics and security of supply narrative. https://twitter.com/i/web/status/2007718690398347751 https://twitter.com/i/web/status/2007718690398347751"  
[X Link](https://x.com/Finance_Girl_/status/2007718690398347751)  2026-01-04T07:40Z [---] followers, [---] engagements


"Im watching $LYB a beatendown petrochemical giant yielding high single to low double digits. Its not a pure oil play but if the chemicals cycle turns with higher hydrocarbon prices the equity could offer powerful income plus torque. Oil is hated but needed for modern life thats why I love it. - Average ETF allocation to oil is at a historic low - During the last bull market it was 3x-4x higher - An [--] percent decline - At current prices US shale drilling is unprofitable Higher prices are inevitable. https://t.co/ea4PqYj1Lc Oil is hated but needed for modern life thats why I love it. - Average"  
[X Link](https://x.com/Finance_Girl_/status/2011271045567955117)  2026-01-14T02:55Z [---] followers, [---] engagements


"The current gold bull market is structurally different: central banks have flipped from decades of net selling to record sustained gold buying as they hedge against reserve weaponisation dedollarisation risk and longterm negative real rates. For individuals gold works best as a strategic longhorizon core holding and crisis hedge with dips in an uptrend used to add not to chase blowoff rallies. The real risk now is less owning gold and more overconcentrating in highbeta miners or illiquid plays instead of building a balanced core position and patiently buying stressdriven pullbacks. We are"  
[X Link](https://x.com/Finance_Girl_/status/2011609586294538406)  2026-01-15T01:21Z [---] followers, [--] engagements


"TSMCs bottleneck is Intels opportunity. If advanced capacity is tight into [------] some customers wont wait in TSMCs queue. Intels IDM [---] + U.S. nationalsecurity backing make INTC the **strategic** alternative node for AI defense and Western chip diversification"  
[X Link](https://x.com/Finance_Girl_/status/2011806902649487459)  2026-01-15T14:25Z [---] followers, [--] engagements


"In a classic commodity bull market the sequence is: [--] Commodity itself rises first (physical metals lead on fundamentals). [--] High-quality major producers follow (safe cash-flowing seniors benefit directly). [--] Rest of majors + mid-caps catch up as confidence builds. [--] Juniors/explorers move last but often furthest/explosively (leverage to discoveries M&A and late-cycle FOMO) Were currently early-to-mid cycle in the precious metals bull. https://twitter.com/i/web/status/2012898113976176905 https://twitter.com/i/web/status/2012898113976176905"  
[X Link](https://x.com/Finance_Girl_/status/2012898113976176905)  2026-01-18T14:41Z [---] followers, [--] engagements


"$INTC is a defacto U.S. nationalsecurity asset but the stock ran ahead of fundamentals; USD50 is more of an optimistic bull case than current consensus fair value so the recent selloff is a rational derating rather than pure market mispricing. $INTC [--] https://twitter.com/i/web/status/2014544481597743277 https://twitter.com/i/web/status/2014544481597743277"  
[X Link](https://x.com/Finance_Girl_/status/2014544481597743277)  2026-01-23T03:43Z [---] followers, [---] engagements


"Copper Summary: Demand booming - AI EVs electrification renewables defense. Supply tight worldwide - underinvestment + disruptions in top producers (Chile declining DRC/Peru risky growth Indonesia expansions helping but limited). $FCX is a top beneficiary: major copper producer highly leveraged to price rises [----] sales guidance 3.4B lbs copper. Frequently ranked among best copper stocks. Other strong plays: $SCCO $BHP $RIO $TECK. https://twitter.com/i/web/status/2015423605518323816 https://twitter.com/i/web/status/2015423605518323816"  
[X Link](https://x.com/anyuser/status/2015423605518323816)  2026-01-25T13:56Z [---] followers, [---] engagements


"Silvers 10% spike is a true volatility outlier now Im watching flows. Metals have gone parabolic while $TSLA/$MSFT/$AAPL/$META all report into a big macro week. If SLV/GLD cool off and earnings are decent capital can rip back into megacap tech fast. Were already seeing signs of preearnings inflows into names like $META and $MSFT suggesting the rotation may be starting before the prints. https://twitter.com/i/web/status/2015984593082683644 https://twitter.com/i/web/status/2015984593082683644"  
[X Link](https://x.com/anyuser/status/2015984593082683644)  2026-01-27T03:05Z [---] followers, [---] engagements


"Midterm years are often volatile and can feel rough for much of the year something to watch out. Mid-term years Seasonally mid-term years tend to see downside volatility and ranging action. Something to be mindful of. h/t @CarsonResearch @RyanDetrick https://t.co/sx8JbeGsJU Mid-term years Seasonally mid-term years tend to see downside volatility and ranging action. Something to be mindful of. h/t @CarsonResearch @RyanDetrick https://t.co/sx8JbeGsJU"  
[X Link](https://x.com/anyuser/status/2016028342177431833)  2026-01-27T05:59Z [---] followers, [--] engagements


"Kevin Warsh as Fed chair would be a very different regime from Powell: More open to cutting rates near term but far less willing to use QE and balance-sheet expansion as a crutch. Think cheaper front-end tighter liquidity: fewer automatic Fed backstops for equities and credit more market discipline and a smaller less intrusive central bank. That mix is friendlier to hard assets and solid balance sheets than to levered financialasset beta that depended on endless liquidity. https://twitter.com/i/web/status/2017442284376314026 https://twitter.com/i/web/status/2017442284376314026"  
[X Link](https://x.com/anyuser/status/2017442284376314026)  2026-01-31T03:38Z [---] followers, [--] engagements


"$DEO has broken back above its 200day moving average with trading volume elevated over the past six months signalling a potential trend change supported by stronger institutional participation with fundamental improving narratives of: -A new CEO Dave Lewis with a strong turnaround reputation has boosted confidence that execution pricing discipline and cost control will improve. -The expanded costcutting and divestment plan and a clearer path to roughly 3bn USD in free cash flow over the next few years strengthen the margin and cashgeneration story. -Because the stock was heavily sold off and"  
[X Link](https://x.com/anyuser/status/2021862556915114241)  2026-02-12T08:22Z [---] followers, [--] engagements


"$DEO [---] - Dave Lewis - [--] - - - $DEO  [---] https://twitter.com/i/web/status/2021863300062171594 https://twitter.com/i/web/status/2021863300062171594"  
[X Link](https://x.com/anyuser/status/2021863300062171594)  2026-02-12T08:25Z [---] followers, [--] engagements


"$APO""  $BXSL $MSDL"  
[X Link](https://x.com/Finance_Girl_/status/2001657896858468412)  2025-12-18T14:16Z [---] followers, [---] engagements


"$LYB is showing strong stage [--] momentum having pushed decisively above its 200day moving average on elevated volume pointing to a meaningful shift in trend. -Recent earnings showed a tough year but still positive FCF and EBITDA easing distress fears. -Management is executing a sizable costsaving and assetoptimization program improving confidence in cash flow and dividend support. -News around costcutting asset sales and betterthanfeared results triggered shortcovering and value/dividend buying. -Macro tone for chemicals/plastics has shifted from disastrous to stabilizing and capital is"  
[X Link](https://x.com/anyuser/status/2021865343288062298)  2026-02-12T08:33Z [---] followers, [--] engagements


"$LYB [---] - EBITDA/ - - - $LYB https://twitter.com/i/web/status/2021865696733671708 https://twitter.com/i/web/status/2021865696733671708"  
[X Link](https://x.com/anyuser/status/2021865696733671708)  2026-02-12T08:35Z [---] followers, [--] engagements


"$LYB [---] - EBITDA/ - - - $LYB https://twitter.com/i/web/status/2021865696733671708 https://twitter.com/i/web/status/2021865696733671708"  
[X Link](https://x.com/anyuser/status/2021865696733671708)  2026-02-12T08:35Z [---] followers, [--] engagements


"$LYB is showing strong stage [--] momentum having pushed decisively above its 200day moving average on elevated volume pointing to a meaningful shift in trend. -Recent earnings showed a tough year but still positive FCF and EBITDA easing distress fears. -Management is executing a sizable costsaving and assetoptimization program improving confidence in cash flow and dividend support. -News around costcutting asset sales and betterthanfeared results triggered shortcovering and value/dividend buying. -Macro tone for chemicals/plastics has shifted from disastrous to stabilizing and capital is"  
[X Link](https://x.com/anyuser/status/2021865343288062298)  2026-02-12T08:33Z [---] followers, [--] engagements


"$DEO [---] - Dave Lewis - [--] - - - $DEO  [---] https://twitter.com/i/web/status/2021863300062171594 https://twitter.com/i/web/status/2021863300062171594"  
[X Link](https://x.com/anyuser/status/2021863300062171594)  2026-02-12T08:25Z [---] followers, [--] engagements


"$DEO has broken back above its 200day moving average with trading volume elevated over the past six months signalling a potential trend change supported by stronger institutional participation with fundamental improving narratives of: -A new CEO Dave Lewis with a strong turnaround reputation has boosted confidence that execution pricing discipline and cost control will improve. -The expanded costcutting and divestment plan and a clearer path to roughly 3bn USD in free cash flow over the next few years strengthen the margin and cashgeneration story. -Because the stock was heavily sold off and"  
[X Link](https://x.com/anyuser/status/2021862556915114241)  2026-02-12T08:22Z [---] followers, [--] engagements


"This isnt surplus; its gold being monetised as collateral and trading inventory turning Shanghai into a key hub of physical price discovery and leverage inside a dedollarising system. Gold inventories at the Shanghai Futures Exchange vaults are skyrocketing: Deliverable gold in the Shanghai Futures Exchange measured by warehouse warrants is up to a record [---] tonnes. Warehouse warrants represent physical gold stored in approved exchange vaults that can be https://t.co/qUi5LigMy9 Gold inventories at the Shanghai Futures Exchange vaults are skyrocketing: Deliverable gold in the Shanghai Futures"  
[X Link](https://x.com/anyuser/status/2021404085099036814)  2026-02-11T02:01Z [---] followers, [--] engagements


"Gold inventories at the Shanghai Futures Exchange vaults are skyrocketing: Deliverable gold in the Shanghai Futures Exchange measured by warehouse warrants is up to a record [---] tonnes. Warehouse warrants represent physical gold stored in approved exchange vaults that can be held transferred or used as collateral. Warrants have risen more than 500% since mid-2025. By comparison until Q2 [----] warehouse gold warrants had not exceeded [--] tonnes for years. This comes as Chinese demand for physical gold has soared to unprecedented levels. Physical gold demand in China is exploding."  
[X Link](https://x.com/anyuser/status/2021374632339571077)  2026-02-11T00:04Z 1.4M followers, 255.9K engagements


"Gold and silver are currently in a short-term high-level consolidation phase after a sharp rebound from an extreme plunge of over 2040% in January. Key support levels are well-defined: Gold: $4400$4600 (confluence of recent lows 50-day moving average and previous all-time highs) Silver: $69$81 ($69 as the extreme low $75$81 as the rebound range) High caution is warranted around the Chinese New Year (around February 17) for potential sell-off risks: Chinese capital reduces positions for holiday risk aversion COMEX margin hikes + sharply lower liquidity which can easily trigger leveraged"  
[X Link](https://x.com/anyuser/status/2021180177078759837)  2026-02-10T11:11Z [---] followers, [--] engagements


"12040%  $44004600+50+ $6981$69$7581 [---] - -COMEX + COMEX1/"  
[X Link](https://x.com/anyuser/status/2021179724429668675)  2026-02-10T11:09Z [---] followers, [--] engagements


"Another week of earnings"  
[X Link](https://x.com/anyuser/status/2020865354717704679)  2026-02-09T14:20Z [---] followers, [--] engagements


"For [--] years we treated assetlight businesses (software brands IP networks) as if theyd permanently earned a higher place in the economic food chain. AI is breaking that illusion. As code content and workflows get automated and commoditized the marginal value of generic software collapses and power shifts back to real bottlenecks: energy compute physical infrastructure proprietary data regulation and distribution. Its less a death of intangibles than a regime change in which intangibles matter. In that sense the last halfcentury looks more like a rate/globalizationdriven anomaly and were now"  
[X Link](https://x.com/anyuser/status/2020351804488445974)  2026-02-08T04:19Z [---] followers, [--] engagements


"Its early in [----] but leadership has already shifted: From [------] Growth Leaders Crypto Ad-tech/SaaS To Memory Optics/Photonics Semi Equipment"  
[X Link](https://x.com/anyuser/status/2019988281333780868)  2026-02-07T04:15Z [---] followers, [--] engagements


"Coming up this week"  
[X Link](https://x.com/anyuser/status/2018136493731254513)  2026-02-02T01:36Z [---] followers, [--] engagements


"RT @eWhispers: #earnings for the week of February [--] [----] $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UB https://www.earningswhispers.com/calendar https://www.earningswhispers.com/calendar"  
[X Link](https://x.com/anyuser/status/2017501804213477487)  2026-01-31T07:34Z [---] followers, [---] engagements


"#earnings for the week of February [--] [----] $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX $LUMN $MPLX $JCI $DOX $FN $AMCR $TEAM $MCHP $AFRM $ENR $ABBV $CTSH https://www.earningswhispers.com/calendar https://www.earningswhispers.com/calendar"  
[X Link](https://x.com/anyuser/status/2017243704604475816)  2026-01-30T14:29Z 551.6K followers, 687.2K engagements


"Kevin Warsh as Fed chair would be a very different regime from Powell: More open to cutting rates near term but far less willing to use QE and balance-sheet expansion as a crutch. Think cheaper front-end tighter liquidity: fewer automatic Fed backstops for equities and credit more market discipline and a smaller less intrusive central bank. That mix is friendlier to hard assets and solid balance sheets than to levered financialasset beta that depended on endless liquidity. https://twitter.com/i/web/status/2017442284376314026 https://twitter.com/i/web/status/2017442284376314026"  
[X Link](https://x.com/anyuser/status/2017442284376314026)  2026-01-31T03:38Z [---] followers, [--] engagements


"We all knew this regime shift was coming just not the path. Gold is 20% of reserves and still far from past peaks. That tells me were early in a bigger rotation from financial assets to real assets. Central banks are steady buyers correlations drop in crises and golds equity share is well below prior extremes. I dont hold it for a price target; I hold it as a longterm liquid real asset that lets me rebalance into fear and out of euphoria with discipline not emotion. Volatility. We all knew it was coming we just didnt know exactly how it would play out. A clear macro framework is absolutely"  
[X Link](https://x.com/anyuser/status/2017437000551567713)  2026-01-31T03:17Z [---] followers, [--] engagements


"Volatility. We all knew it was coming we just didnt know exactly how it would play out. A clear macro framework is absolutely critical to being disciplined patient capital allocators. With that in mind: Gold as a percentage of global market capitalization remains around 20%. Thats still far from the peak levels seen in prior cycles. Very far. I view this as a useful timing signal for where we are in the broader rebalancing from financial assets to real assets. There are a lot of emotions in the market today. Step back look at the long-term chart and plan accordingly. These are just my views."  
[X Link](https://x.com/anyuser/status/2017324585642037569)  2026-01-30T19:50Z 299.5K followers, 217.1K engagements


"Midterm years are often volatile and can feel rough for much of the year something to watch out. Mid-term years Seasonally mid-term years tend to see downside volatility and ranging action. Something to be mindful of. h/t @CarsonResearch @RyanDetrick https://t.co/sx8JbeGsJU Mid-term years Seasonally mid-term years tend to see downside volatility and ranging action. Something to be mindful of. h/t @CarsonResearch @RyanDetrick https://t.co/sx8JbeGsJU"  
[X Link](https://x.com/anyuser/status/2016028342177431833)  2026-01-27T05:59Z [---] followers, [--] engagements


"Mid-term years Seasonally mid-term years tend to see downside volatility and ranging action. Something to be mindful of. h/t @CarsonResearch @RyanDetrick"  
[X Link](https://x.com/anyuser/status/2015861958696698235)  2026-01-26T18:58Z 49.9K followers, 17.7K engagements


"Silvers 10% spike is a true volatility outlier now Im watching flows. Metals have gone parabolic while $TSLA/$MSFT/$AAPL/$META all report into a big macro week. If SLV/GLD cool off and earnings are decent capital can rip back into megacap tech fast. Were already seeing signs of preearnings inflows into names like $META and $MSFT suggesting the rotation may be starting before the prints. https://twitter.com/i/web/status/2015984593082683644 https://twitter.com/i/web/status/2015984593082683644"  
[X Link](https://x.com/anyuser/status/2015984593082683644)  2026-01-27T03:05Z [---] followers, [---] engagements


"Copper Summary: Demand booming - AI EVs electrification renewables defense. Supply tight worldwide - underinvestment + disruptions in top producers (Chile declining DRC/Peru risky growth Indonesia expansions helping but limited). $FCX is a top beneficiary: major copper producer highly leveraged to price rises [----] sales guidance 3.4B lbs copper. Frequently ranked among best copper stocks. Other strong plays: $SCCO $BHP $RIO $TECK. https://twitter.com/i/web/status/2015423605518323816 https://twitter.com/i/web/status/2015423605518323816"  
[X Link](https://x.com/anyuser/status/2015423605518323816)  2026-01-25T13:56Z [---] followers, [---] engagements


"79.8 [--] [--] [--] Interesting data on the ratio of gold/oil prices. [----] to the present: - The average ratio (19.4 barrels of oil to an ounce of gold) - [--] standard deviation upside level (38.6x) with dotted black lines "The gold/oil ratio has only been above [--] standard deviations on [--] https://t.co/BlHNVaqSZK Interesting data on the ratio of gold/oil prices. [----] to the present: - The average ratio (19.4 barrels of oil to an ounce of gold) - [--] standard deviation upside level (38.6x) with dotted black lines "The gold/oil ratio has only been above [--] standard deviations on [--] https://t.co/BlHNVaqSZK"  
[X Link](https://x.com/anyuser/status/2015295491144307031)  2026-01-25T05:27Z [---] followers, [--] engagements


"Interesting data on the ratio of gold/oil prices. [----] to the present: - The average ratio (19.4 barrels of oil to an ounce of gold) - [--] standard deviation upside level (38.6x) with dotted black lines "The gold/oil ratio has only been above [--] standard deviations on [--] occasions since the US left the last vestiges of the gold standard in [----]. The current gold/oil ratio of 79.8x is nearly unprecedented in modern times and speaks to the dramatic differences in supply/demand fundamentals between these [--] commodities." Source: Data Trek"  
[X Link](https://x.com/anyuser/status/2015156825327321132)  2026-01-24T20:16Z 49.9K followers, 35.2K engagements

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

@Finance_Girl_ Avatar @Finance_Girl_ 投资理财女

投资理财女 posts on X about gold, meta, nvda, $tsla the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [---] +4,067%
  • [--] Month [---] +108%
  • [--] Months [---] +1,297%
  • [--] Year [---] +234%

Mentions: [--] #

Mentions Line Chart

Followers: [---------] #

Followers Line Chart

  • [--] Week [---] +0.83%
  • [--] Month [---] +1.10%
  • [--] Months [---] +1.70%
  • [--] Year [---] +5.80%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence finance stocks technology brands cryptocurrencies automotive brands social networks countries travel destinations fashion brands currencies

Social topic influence gold, meta, nvda, $tsla, $amzn, googl, $nvda, $lyb #12, ai, $googl

Top accounts mentioned or mentioned by @carsonresearch @ryandetrick @ewhispers

Top assets mentioned Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) LyondellBasell Industries NV (LYB) Alphabet Inc Class A (GOOGL) Diageo plc (DEO) Bitcoin (BTC) Freeport-McMoRan Inc (FCX) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Metadium (META) 69Coin (69) Palantir Technologies Inc. (PLTR) Super Micro Computer, Inc. Common Stock (SMCI) PayPal Holdings Inc (PYPL) Iris Energy Limited (IREN) Arm Holdings plc (ARM) Advanced Micro Devices (AMD) Teradyne, Inc. (TER) Lululemon Athletica Inc (LULU) Uber Technologies, Inc. (UBER) Gores Guggenheim, Inc. Class A Common Stock (PSNY)

Top Social Posts

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

"2023 $BTC: +59% [---] $QQQ: +35% [---] $SPY+14% $VEA: +8% $GLD: +5% $HYG: +4% $DBC+2% $IWM: +2% $VWO+2% $VNQ: -3% $AGG: -0.4% $VXX: -60%"
X Link 2023-09-22T08:40Z [---] followers, [---] engagements

"$LULU Lululemon [---] 10.31% 669% [----] [---] 30% [----] [--] [--] [----] 30"
X Link 2023-10-17T13:34Z [---] followers, [--] engagements

"2023 $NVDA+182% $META: +152 $TSLA: +60 $AMZN: +58 $MSFT+42% $GOOGL: +41 $NFLX+39% $AAPL: +32 [---] ETF $RSP: -3% ETF $IJR: -6%"
X Link 2023-11-01T12:50Z [---] followers, [---] engagements

"Facebook $META: +23% $MSFT+13% $AMZN: +13% $GOOGL: +11% $TSLA: +9% Netflix $NFLX+8% [---] $SPY+5% AMD $AMD: +4% $AAPL: -1%"
X Link 2023-11-03T12:29Z [---] followers, [--] engagements

"S&P 500: +19% S&P [---] : +6% S&P 7: +71%"
X Link 2023-11-27T06:14Z [---] followers, [--] engagements

"#Bitcoin -40.9% [--] [--] [--] 18-24 [----] 2025"
X Link 2023-12-05T06:57Z [---] followers, [--] engagements

"5 [--]. [--]. [--]. [--]. 5"
X Link 2023-12-09T09:38Z [---] followers, [--] engagements

"12 [--] ETF [-----] [----] [---] ETF [-----] [-----] [----] 3075"
X Link 2023-12-12T00:53Z [---] followers, [--] engagements

"1. Matrixpoint SEC Matrixport [--] SEC ETF Gensler [----] ETF"
X Link 2024-01-04T01:34Z [---] followers, [--] engagements

"-20% ETF [--] [--]. Peter SchiffETFBTC"
X Link 2024-01-04T01:34Z [---] followers, [--] engagements

"3. Bberg ETF Eric Balchunas [----] 99% SEC [--]. [--]. SEC ETF"
X Link 2024-01-04T01:34Z [--] followers, [--] engagements

"Meta - [----] [--] [--] [----] [----] 11"
X Link 2024-01-06T06:55Z [---] followers, [--] engagements

"Goldman Sachs ""dip alphaScott Rubner"
X Link 2024-01-12T01:03Z [---] followers, [--] engagements

"3.4% 1.20.3% [--]. 2.10.1% 3.7.1% 4.6.5% 5.6.3% 6.5.5% 7"
X Link 2024-01-12T02:06Z [---] followers, [--] engagements

"5.2% [----] [--] [----] [--] CPI"
X Link 2024-01-12T02:06Z [---] followers, [--] engagements

"(JPMorgan Chase & Co.) Marko Kolanovic"
X Link 2024-01-30T01:10Z [---] followers, [--] engagements

"10 Alphabet"
X Link 2024-01-30T01:10Z [---] followers, [--] engagements

"500 Meta Platforms 34%"
X Link 2024-01-30T01:10Z [---] followers, [--] engagements

"12CPI3.4%20239"
X Link 2024-01-30T01:18Z [---] followers, [--] engagements

"$AMZN $UBER"
X Link 2024-02-21T00:08Z [---] followers, [--] engagements

"GDP (CPI) (PPI) 2024"
X Link 2024-02-23T01:45Z [---] followers, [--] engagements

"500 15%-20% 35% AI"
X Link 2024-02-23T01:45Z [---] followers, [--] engagements

"EV Li Auto $LI: -25% BYD $BYDDF: -44% Tesla $TSLA: -53% XPeng $XPEV: -88% Polestar $PSNY: -90% NIO $NIO: -91% Vinfast $VFS: -93% GreenPower $GP: -94% Rivian $RIVN: -94% LionElectric $LEV: -95% QuantumScape $QS: -95% Lucid $LCID: -95% Fisker $FSR: -98%"
X Link 2024-02-28T06:43Z [---] followers, [--] engagements

"Nikola $NKLA: -99% Canoo $GOEV: -99.4% Lordstown $RIDEQ: -99.7% Proterra $PTRAQ: -99.95% Arrival $ARVLF: -99.95% Faraday $FFIE: -99.99%"
X Link 2024-02-28T06:43Z [---] followers, [---] engagements

"35 * [---] 40000"
X Link 2024-03-04T00:16Z [---] followers, [--] engagements

"Savita Subramanian [---] [----] 5000"
X Link 2024-03-04T00:41Z [---] followers, [--] engagements

"1. [---] [----] [--]. NFT [----] [--]. #Bitcoin 3% [--]. 1% [--]. Nvidia$NVDA [--] 1.1"
X Link 2024-03-05T06:40Z [---] followers, [--] engagements

"$NVDA $AAPL [----] 13% NVDA [---] [----] AAPL [--] Apple Nvidia [--] ($WMT) 5"
X Link 2024-03-08T07:43Z [---] followers, [--] engagements

"(NKE US) 5.6% Lululemon11%"
X Link 2024-03-22T01:11Z [---] followers, [--] engagements

"$NVDA [--] [---] 10"
X Link 2024-03-25T13:23Z [---] followers, [--] engagements

"5 [---] 25% [--] Nvidia$NVDA [--] 2.51113.5 (GDP) [--] 50%"
X Link 2024-04-02T01:24Z [---] followers, [--] engagements

"JPMorgan Chase & Co. Marko Kolanovic 3.5% 500"
X Link 2024-04-09T01:21Z [---] followers, [--] engagements

"9 [---------] [---] [----] 15%"
X Link 2024-04-09T01:40Z [---] followers, [--] engagements

"3 CPI 3.5% 3.4%CPI3.8%3.7% [--] 3% CPI 3.5% [--]. 22.2% [--]. 10.7% [--]. 8.2% [--]. 7.5% [--]. 5.9% [--]. 5.7% [--]. 5.0% [--]. 4.2% 90"
X Link 2024-04-11T01:54Z [---] followers, [--] engagements

"GDP +1.6% +2.5% +3.4% PCE 3.7% 3.4% GDP GOOGL MSFT"
X Link 2024-04-26T01:52Z [---] followers, [--] engagements

"2022 [--] [---] [----] GDP 1.6% [----] 3.4% PCE 3.7%PCE"
X Link 2024-04-30T01:12Z [---] followers, [--] engagements

"33% [---] [--] [----] 27% [---] [--] ETF 12"
X Link 2024-05-01T09:08Z [---] followers, [--] engagements

"500 0.13% 0.1% [--] [----] 4.457% Reddit"
X Link 2024-05-08T05:17Z [---] followers, [--] engagements

"500 0.02% 0.29% [--] [----] 4.4865% Keith Gill X GameStop 74%Keith Gill [----] meme Gill AMC"
X Link 2024-05-14T01:06Z [---] followers, [--] engagements

"500 +0.09% +0.65% Nvidia(+2.49%) 522/ (+1.22%) PCCopilot+PC PC (+0.85%) AMD(+1.13%)(+2.01%)"
X Link 2024-05-21T01:43Z [---] followers, [--] engagements

"500+0.25% 0.22%103.134.412% [------] Nvidia+0.64 Christopher Waller"
X Link 2024-05-22T01:34Z [---] followers, [--] engagements

"Morgan Stanley Andrew Slimmon 5% 6% Slimmon [---] 24%"
X Link 2024-05-22T02:00Z [---] followers, [--] engagements

"500 0.74% 0.39% [--] [--] [----] [--] PMI [----] [----] 10+5.494.4767% +9.32%"
X Link 2024-05-24T01:08Z [---] followers, [--] engagements

"500 0.02% 72% 0.59% 6.98% (Elon Musk) xAI [--] OpenAI [--] +8.5 4.55% [--] [---] 96"
X Link 2024-05-29T01:17Z [---] followers, [--] engagements

"(roaring kitty) [--] Jay Powell -- 50% 👍"
X Link 2024-06-08T22:56Z [---] followers, [--] engagements

"6/12/24 [--]. [--]. [----] 2.4% 2.6% [--]. [----] [--]. [----] [---] [--]. "" [--]. [----] PCE 2.6% 2.8%"
X Link 2024-06-12T21:11Z [---] followers, [--] engagements

"500 ETF$SPY [---] ETF$QQQ [--] [----] 50% $VIX [----] [--] 40%"
X Link 2024-06-22T14:03Z [---] followers, [--] engagements

"- [------] Nvidia $NVDA"
X Link 2024-07-04T01:59Z [---] followers, [--] engagements

"SPY - $553 QQQ - $495 DIA - $392 4% (NFP) (TSLA) [---] 1700"
X Link 2024-07-06T06:25Z [---] followers, [--] engagements

"500 [---] 2% 14"
X Link 2024-07-20T00:46Z [---] followers, [--] engagements

"1. [--]. [--]. [--]. [--]. [--]. [---] [---] 20%"
X Link 2024-07-20T00:49Z [---] followers, [--] engagements

"SPX VIX Verizon NVIDIA 2024"
X Link 2024-07-23T05:36Z [---] followers, [--] engagements

"TailDex [----] [---] 30% Cambria Tail Risk ETF$TAIL 4.5% [----] 3"
X Link 2024-08-07T23:39Z [---] followers, [--] engagements

"$fico $spgi $mco"
X Link 2024-09-24T01:49Z [---] followers, [--] engagements

"$DKNG The largest online gambling companies on Earth https://t.co/sxeO6qyvhl The largest online gambling companies on Earth https://t.co/sxeO6qyvhl"
X Link 2025-06-16T02:44Z [---] followers, [--] engagements

"Venezuela headlines matter but mostly over years not days. Short term risk and disruptions can keep crude supported; longer term a U.S.-led rebuild of Venezuelan output is additive supply that leans bearish for oil. Highbeta E&Ps and services ($XOM $CVX $SLB $HAL $BKR) have real but slowburn optionality while defense ($LMT $RTX $NOC) and energytransition names ($FSLR plus peers) ride the broader geopolitics and security of supply narrative. https://twitter.com/i/web/status/2007718690398347751 https://twitter.com/i/web/status/2007718690398347751"
X Link 2026-01-04T07:40Z [---] followers, [---] engagements

"Im watching $LYB a beatendown petrochemical giant yielding high single to low double digits. Its not a pure oil play but if the chemicals cycle turns with higher hydrocarbon prices the equity could offer powerful income plus torque. Oil is hated but needed for modern life thats why I love it. - Average ETF allocation to oil is at a historic low - During the last bull market it was 3x-4x higher - An [--] percent decline - At current prices US shale drilling is unprofitable Higher prices are inevitable. https://t.co/ea4PqYj1Lc Oil is hated but needed for modern life thats why I love it. - Average"
X Link 2026-01-14T02:55Z [---] followers, [---] engagements

"The current gold bull market is structurally different: central banks have flipped from decades of net selling to record sustained gold buying as they hedge against reserve weaponisation dedollarisation risk and longterm negative real rates. For individuals gold works best as a strategic longhorizon core holding and crisis hedge with dips in an uptrend used to add not to chase blowoff rallies. The real risk now is less owning gold and more overconcentrating in highbeta miners or illiquid plays instead of building a balanced core position and patiently buying stressdriven pullbacks. We are"
X Link 2026-01-15T01:21Z [---] followers, [--] engagements

"TSMCs bottleneck is Intels opportunity. If advanced capacity is tight into [------] some customers wont wait in TSMCs queue. Intels IDM [---] + U.S. nationalsecurity backing make INTC the strategic alternative node for AI defense and Western chip diversification"
X Link 2026-01-15T14:25Z [---] followers, [--] engagements

"In a classic commodity bull market the sequence is: [--] Commodity itself rises first (physical metals lead on fundamentals). [--] High-quality major producers follow (safe cash-flowing seniors benefit directly). [--] Rest of majors + mid-caps catch up as confidence builds. [--] Juniors/explorers move last but often furthest/explosively (leverage to discoveries M&A and late-cycle FOMO) Were currently early-to-mid cycle in the precious metals bull. https://twitter.com/i/web/status/2012898113976176905 https://twitter.com/i/web/status/2012898113976176905"
X Link 2026-01-18T14:41Z [---] followers, [--] engagements

"$INTC is a defacto U.S. nationalsecurity asset but the stock ran ahead of fundamentals; USD50 is more of an optimistic bull case than current consensus fair value so the recent selloff is a rational derating rather than pure market mispricing. $INTC [--] https://twitter.com/i/web/status/2014544481597743277 https://twitter.com/i/web/status/2014544481597743277"
X Link 2026-01-23T03:43Z [---] followers, [---] engagements

"Copper Summary: Demand booming - AI EVs electrification renewables defense. Supply tight worldwide - underinvestment + disruptions in top producers (Chile declining DRC/Peru risky growth Indonesia expansions helping but limited). $FCX is a top beneficiary: major copper producer highly leveraged to price rises [----] sales guidance 3.4B lbs copper. Frequently ranked among best copper stocks. Other strong plays: $SCCO $BHP $RIO $TECK. https://twitter.com/i/web/status/2015423605518323816 https://twitter.com/i/web/status/2015423605518323816"
X Link 2026-01-25T13:56Z [---] followers, [---] engagements

"Silvers 10% spike is a true volatility outlier now Im watching flows. Metals have gone parabolic while $TSLA/$MSFT/$AAPL/$META all report into a big macro week. If SLV/GLD cool off and earnings are decent capital can rip back into megacap tech fast. Were already seeing signs of preearnings inflows into names like $META and $MSFT suggesting the rotation may be starting before the prints. https://twitter.com/i/web/status/2015984593082683644 https://twitter.com/i/web/status/2015984593082683644"
X Link 2026-01-27T03:05Z [---] followers, [---] engagements

"Midterm years are often volatile and can feel rough for much of the year something to watch out. Mid-term years Seasonally mid-term years tend to see downside volatility and ranging action. Something to be mindful of. h/t @CarsonResearch @RyanDetrick https://t.co/sx8JbeGsJU Mid-term years Seasonally mid-term years tend to see downside volatility and ranging action. Something to be mindful of. h/t @CarsonResearch @RyanDetrick https://t.co/sx8JbeGsJU"
X Link 2026-01-27T05:59Z [---] followers, [--] engagements

"Kevin Warsh as Fed chair would be a very different regime from Powell: More open to cutting rates near term but far less willing to use QE and balance-sheet expansion as a crutch. Think cheaper front-end tighter liquidity: fewer automatic Fed backstops for equities and credit more market discipline and a smaller less intrusive central bank. That mix is friendlier to hard assets and solid balance sheets than to levered financialasset beta that depended on endless liquidity. https://twitter.com/i/web/status/2017442284376314026 https://twitter.com/i/web/status/2017442284376314026"
X Link 2026-01-31T03:38Z [---] followers, [--] engagements

"$DEO has broken back above its 200day moving average with trading volume elevated over the past six months signalling a potential trend change supported by stronger institutional participation with fundamental improving narratives of: -A new CEO Dave Lewis with a strong turnaround reputation has boosted confidence that execution pricing discipline and cost control will improve. -The expanded costcutting and divestment plan and a clearer path to roughly 3bn USD in free cash flow over the next few years strengthen the margin and cashgeneration story. -Because the stock was heavily sold off and"
X Link 2026-02-12T08:22Z [---] followers, [--] engagements

"$DEO [---] - Dave Lewis - [--] - - - $DEO [---] https://twitter.com/i/web/status/2021863300062171594 https://twitter.com/i/web/status/2021863300062171594"
X Link 2026-02-12T08:25Z [---] followers, [--] engagements

"$APO"" $BXSL $MSDL"
X Link 2025-12-18T14:16Z [---] followers, [---] engagements

"$LYB is showing strong stage [--] momentum having pushed decisively above its 200day moving average on elevated volume pointing to a meaningful shift in trend. -Recent earnings showed a tough year but still positive FCF and EBITDA easing distress fears. -Management is executing a sizable costsaving and assetoptimization program improving confidence in cash flow and dividend support. -News around costcutting asset sales and betterthanfeared results triggered shortcovering and value/dividend buying. -Macro tone for chemicals/plastics has shifted from disastrous to stabilizing and capital is"
X Link 2026-02-12T08:33Z [---] followers, [--] engagements

"$LYB [---] - EBITDA/ - - - $LYB https://twitter.com/i/web/status/2021865696733671708 https://twitter.com/i/web/status/2021865696733671708"
X Link 2026-02-12T08:35Z [---] followers, [--] engagements

"$LYB [---] - EBITDA/ - - - $LYB https://twitter.com/i/web/status/2021865696733671708 https://twitter.com/i/web/status/2021865696733671708"
X Link 2026-02-12T08:35Z [---] followers, [--] engagements

"$LYB is showing strong stage [--] momentum having pushed decisively above its 200day moving average on elevated volume pointing to a meaningful shift in trend. -Recent earnings showed a tough year but still positive FCF and EBITDA easing distress fears. -Management is executing a sizable costsaving and assetoptimization program improving confidence in cash flow and dividend support. -News around costcutting asset sales and betterthanfeared results triggered shortcovering and value/dividend buying. -Macro tone for chemicals/plastics has shifted from disastrous to stabilizing and capital is"
X Link 2026-02-12T08:33Z [---] followers, [--] engagements

"$DEO [---] - Dave Lewis - [--] - - - $DEO [---] https://twitter.com/i/web/status/2021863300062171594 https://twitter.com/i/web/status/2021863300062171594"
X Link 2026-02-12T08:25Z [---] followers, [--] engagements

"$DEO has broken back above its 200day moving average with trading volume elevated over the past six months signalling a potential trend change supported by stronger institutional participation with fundamental improving narratives of: -A new CEO Dave Lewis with a strong turnaround reputation has boosted confidence that execution pricing discipline and cost control will improve. -The expanded costcutting and divestment plan and a clearer path to roughly 3bn USD in free cash flow over the next few years strengthen the margin and cashgeneration story. -Because the stock was heavily sold off and"
X Link 2026-02-12T08:22Z [---] followers, [--] engagements

"This isnt surplus; its gold being monetised as collateral and trading inventory turning Shanghai into a key hub of physical price discovery and leverage inside a dedollarising system. Gold inventories at the Shanghai Futures Exchange vaults are skyrocketing: Deliverable gold in the Shanghai Futures Exchange measured by warehouse warrants is up to a record [---] tonnes. Warehouse warrants represent physical gold stored in approved exchange vaults that can be https://t.co/qUi5LigMy9 Gold inventories at the Shanghai Futures Exchange vaults are skyrocketing: Deliverable gold in the Shanghai Futures"
X Link 2026-02-11T02:01Z [---] followers, [--] engagements

"Gold inventories at the Shanghai Futures Exchange vaults are skyrocketing: Deliverable gold in the Shanghai Futures Exchange measured by warehouse warrants is up to a record [---] tonnes. Warehouse warrants represent physical gold stored in approved exchange vaults that can be held transferred or used as collateral. Warrants have risen more than 500% since mid-2025. By comparison until Q2 [----] warehouse gold warrants had not exceeded [--] tonnes for years. This comes as Chinese demand for physical gold has soared to unprecedented levels. Physical gold demand in China is exploding."
X Link 2026-02-11T00:04Z 1.4M followers, 255.9K engagements

"Gold and silver are currently in a short-term high-level consolidation phase after a sharp rebound from an extreme plunge of over 2040% in January. Key support levels are well-defined: Gold: $4400$4600 (confluence of recent lows 50-day moving average and previous all-time highs) Silver: $69$81 ($69 as the extreme low $75$81 as the rebound range) High caution is warranted around the Chinese New Year (around February 17) for potential sell-off risks: Chinese capital reduces positions for holiday risk aversion COMEX margin hikes + sharply lower liquidity which can easily trigger leveraged"
X Link 2026-02-10T11:11Z [---] followers, [--] engagements

"12040% $44004600+50+ $6981$69$7581 [---] - -COMEX + COMEX1/"
X Link 2026-02-10T11:09Z [---] followers, [--] engagements

"Another week of earnings"
X Link 2026-02-09T14:20Z [---] followers, [--] engagements

"For [--] years we treated assetlight businesses (software brands IP networks) as if theyd permanently earned a higher place in the economic food chain. AI is breaking that illusion. As code content and workflows get automated and commoditized the marginal value of generic software collapses and power shifts back to real bottlenecks: energy compute physical infrastructure proprietary data regulation and distribution. Its less a death of intangibles than a regime change in which intangibles matter. In that sense the last halfcentury looks more like a rate/globalizationdriven anomaly and were now"
X Link 2026-02-08T04:19Z [---] followers, [--] engagements

"Its early in [----] but leadership has already shifted: From [------] Growth Leaders Crypto Ad-tech/SaaS To Memory Optics/Photonics Semi Equipment"
X Link 2026-02-07T04:15Z [---] followers, [--] engagements

"Coming up this week"
X Link 2026-02-02T01:36Z [---] followers, [--] engagements

"RT @eWhispers: #earnings for the week of February [--] [----] $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UB https://www.earningswhispers.com/calendar https://www.earningswhispers.com/calendar"
X Link 2026-01-31T07:34Z [---] followers, [---] engagements

"#earnings for the week of February [--] [----] $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX $LUMN $MPLX $JCI $DOX $FN $AMCR $TEAM $MCHP $AFRM $ENR $ABBV $CTSH https://www.earningswhispers.com/calendar https://www.earningswhispers.com/calendar"
X Link 2026-01-30T14:29Z 551.6K followers, 687.2K engagements

"Kevin Warsh as Fed chair would be a very different regime from Powell: More open to cutting rates near term but far less willing to use QE and balance-sheet expansion as a crutch. Think cheaper front-end tighter liquidity: fewer automatic Fed backstops for equities and credit more market discipline and a smaller less intrusive central bank. That mix is friendlier to hard assets and solid balance sheets than to levered financialasset beta that depended on endless liquidity. https://twitter.com/i/web/status/2017442284376314026 https://twitter.com/i/web/status/2017442284376314026"
X Link 2026-01-31T03:38Z [---] followers, [--] engagements

"We all knew this regime shift was coming just not the path. Gold is 20% of reserves and still far from past peaks. That tells me were early in a bigger rotation from financial assets to real assets. Central banks are steady buyers correlations drop in crises and golds equity share is well below prior extremes. I dont hold it for a price target; I hold it as a longterm liquid real asset that lets me rebalance into fear and out of euphoria with discipline not emotion. Volatility. We all knew it was coming we just didnt know exactly how it would play out. A clear macro framework is absolutely"
X Link 2026-01-31T03:17Z [---] followers, [--] engagements

"Volatility. We all knew it was coming we just didnt know exactly how it would play out. A clear macro framework is absolutely critical to being disciplined patient capital allocators. With that in mind: Gold as a percentage of global market capitalization remains around 20%. Thats still far from the peak levels seen in prior cycles. Very far. I view this as a useful timing signal for where we are in the broader rebalancing from financial assets to real assets. There are a lot of emotions in the market today. Step back look at the long-term chart and plan accordingly. These are just my views."
X Link 2026-01-30T19:50Z 299.5K followers, 217.1K engagements

"Midterm years are often volatile and can feel rough for much of the year something to watch out. Mid-term years Seasonally mid-term years tend to see downside volatility and ranging action. Something to be mindful of. h/t @CarsonResearch @RyanDetrick https://t.co/sx8JbeGsJU Mid-term years Seasonally mid-term years tend to see downside volatility and ranging action. Something to be mindful of. h/t @CarsonResearch @RyanDetrick https://t.co/sx8JbeGsJU"
X Link 2026-01-27T05:59Z [---] followers, [--] engagements

"Mid-term years Seasonally mid-term years tend to see downside volatility and ranging action. Something to be mindful of. h/t @CarsonResearch @RyanDetrick"
X Link 2026-01-26T18:58Z 49.9K followers, 17.7K engagements

"Silvers 10% spike is a true volatility outlier now Im watching flows. Metals have gone parabolic while $TSLA/$MSFT/$AAPL/$META all report into a big macro week. If SLV/GLD cool off and earnings are decent capital can rip back into megacap tech fast. Were already seeing signs of preearnings inflows into names like $META and $MSFT suggesting the rotation may be starting before the prints. https://twitter.com/i/web/status/2015984593082683644 https://twitter.com/i/web/status/2015984593082683644"
X Link 2026-01-27T03:05Z [---] followers, [---] engagements

"Copper Summary: Demand booming - AI EVs electrification renewables defense. Supply tight worldwide - underinvestment + disruptions in top producers (Chile declining DRC/Peru risky growth Indonesia expansions helping but limited). $FCX is a top beneficiary: major copper producer highly leveraged to price rises [----] sales guidance 3.4B lbs copper. Frequently ranked among best copper stocks. Other strong plays: $SCCO $BHP $RIO $TECK. https://twitter.com/i/web/status/2015423605518323816 https://twitter.com/i/web/status/2015423605518323816"
X Link 2026-01-25T13:56Z [---] followers, [---] engagements

"79.8 [--] [--] [--] Interesting data on the ratio of gold/oil prices. [----] to the present: - The average ratio (19.4 barrels of oil to an ounce of gold) - [--] standard deviation upside level (38.6x) with dotted black lines "The gold/oil ratio has only been above [--] standard deviations on [--] https://t.co/BlHNVaqSZK Interesting data on the ratio of gold/oil prices. [----] to the present: - The average ratio (19.4 barrels of oil to an ounce of gold) - [--] standard deviation upside level (38.6x) with dotted black lines "The gold/oil ratio has only been above [--] standard deviations on [--] https://t.co/BlHNVaqSZK"
X Link 2026-01-25T05:27Z [---] followers, [--] engagements

"Interesting data on the ratio of gold/oil prices. [----] to the present: - The average ratio (19.4 barrels of oil to an ounce of gold) - [--] standard deviation upside level (38.6x) with dotted black lines "The gold/oil ratio has only been above [--] standard deviations on [--] occasions since the US left the last vestiges of the gold standard in [----]. The current gold/oil ratio of 79.8x is nearly unprecedented in modern times and speaks to the dramatic differences in supply/demand fundamentals between these [--] commodities." Source: Data Trek"
X Link 2026-01-24T20:16Z 49.9K followers, 35.2K engagements

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@Finance_Girl_
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