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# ![@InvestiBrew Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1786191198668947456.png) @InvestiBrew InvestiBrew

InvestiBrew posts on X about $spy, $dxy, $bros, $nvda the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1786191198668947456/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1786191198668947456/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXX +151%

### Mentions: XX [#](/creator/twitter::1786191198668947456/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1786191198668947456/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XXXX%
- X Months XXXXX -XX%
- X Year XXXXX +49%

### Followers: XXXXX [#](/creator/twitter::1786191198668947456/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1786191198668947456/c:line/m:followers.svg)

- X Week XXXXX +0.38%
- X Month XXXXX +2.60%
- X Months XXXXX +22%
- X Year XXXXX +159%

### CreatorRank: XXXXXXX [#](/creator/twitter::1786191198668947456/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1786191198668947456/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [social networks](/list/social-networks)  XXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$spy](/topic/$spy) #152, [$dxy](/topic/$dxy) #44, [$bros](/topic/$bros) #76, [$nvda](/topic/$nvda) #1003, [inflation](/topic/inflation) #417, [$spx](/topic/$spx) #89, [ai](/topic/ai) 6.72%, [$qqq](/topic/$qqq) #230, [spx](/topic/spx) #123, [bullish](/topic/bullish) #2827

**Top accounts mentioned or mentioned by**
[@mikezaccardi](/creator/undefined) [@zerohedge](/creator/undefined) [@kobeissiletter](/creator/undefined) [@alfie477477](/creator/undefined) [@michaelmottcm](/creator/undefined) [@tedpillows](/creator/undefined) [@tictoctick](/creator/undefined) [@swingtraderq](/creator/undefined) [@xrpger](/creator/undefined) [@themaverickws](/creator/undefined) [@unusualwhales](/creator/undefined) [@investinassets](/creator/undefined) [@shanaka86](/creator/undefined) [@saylor](/creator/undefined) [@ladoger](/creator/undefined) [@qualtrim](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@dividenddude](/creator/undefined) [@bourboncap](/creator/undefined) [@chriswhite1972](/creator/undefined)

**Top assets mentioned**
[SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Dutch Bros Inc. (BROS)](/topic/$bros) [NVIDIA Corp. (NVDA)](/topic/$nvda) [SPX6900 (SPX)](/topic/$spx) [Venice Token (VVV)](/topic/$vvv) [Oracle Corporation (ORCL)](/topic/$orcl) [Bitcoin (BTC)](/topic/bitcoin) [Weyerhaeuser Co (WY)](/topic/$wy) [Landstar System Inc (LSTR)](/topic/$lstr) [Canadian National Railway (CNI)](/topic/$cni) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [Starbucks Corporation (SBUX)](/topic/$sbux) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Advance Auto Parts, Inc. (AAP)](/topic/$aap) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Target Corporation (TGT)](/topic/$tgt) [GrabCoinClub (GC)](/topic/$gc) [SPDR GOLD ETF (GLD)](/topic/$gld) [Metadium (META)](/topic/$meta) [Goldman Sachs (GS)](/topic/goldman-sachs) [Autozone Inc (AZO)](/topic/$azo) [Telecom Argentina S.A. (TEO)](/topic/$teo) [Netflix Inc (NFLX)](/topic/$nflx) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Colgate-Palmolive Company (CL)](/topic/$cl) [WEN Token (WEN)](/topic/$wen) [McDonald's Corp (MCD)](/topic/$mcd) [Yum! Brands, Inc. (YUM)](/topic/$yum) [ArcelorMittal (MT)](/topic/$mt) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Equity Residential (EQR)](/topic/$eqr) [Camden Property Trust (CPT)](/topic/$cpt) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Lennar Corporation (LEN)](/topic/$len) [Toll Brothers, Inc. (TOL)](/topic/$tol) [PulteGroup, Inc. (PHM)](/topic/$phm) [D R Horton Inc (DHI)](/topic/$dhi) [Costco Hot Dog (COST)](/topic/$cost) [Alibaba Group (BABA)](/topic/$baba) [Wall Street Memes (WSM)](/topic/$wsm) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Carvana Co. (CVNA)](/topic/$cvna) [Palantir (PLTR)](/topic/$pltr) [QQCoin (QQ)](/topic/$qq) [Privia Health Group, Inc. Common Stock (PRVA)](/topic/$prva) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Darden Restaurants, Inc. (DRI)](/topic/$dri)
### Top Social Posts
Top posts by engagements in the last XX hours

"This $LSTR / $CNI trade has broken into a new monthly high Net returns since our pitch reached XX% and still much more to go from here On the YouTube video below you will get our $WY / $JCI pitch as well ☕"  
[X Link](https://x.com/InvestiBrew/status/1978918473511158255)  2025-10-16T20:18Z 3937 followers, 1648 engagements


"I think this could be all bullish for the $DXY and it's not only $USDJPY you also have $EURUSD and $GBPUSD Central bank moves across the world are going to strengthen the Dollar Then you have markets pricing in most of the rate cuts that the Fed has announced or mentioned already Not a lot of room for Dollars to keep weakening Commercials are net short so there's that too The most important part of this is how a stronger Dollar might affect equities in the $SPY $QQQ ☕"  
[X Link](https://x.com/InvestiBrew/status/1996220110692856113)  2025-12-03T14:08Z 3937 followers, 1803 engagements


"Maintenance and vehicle care names like $VVV $AAP $AZO and $ORLY have been struggling This is because miles driven per month had broken below a healthy uptrend But that's not broken as we are headed back into a continuation higher Demand for services and maintenance could soon rebound and create a positive EPS swing for these names ☕"  
[X Link](https://x.com/InvestiBrew/status/1986632909428560089)  2025-11-07T03:12Z 3936 followers, XXX engagements


"Doing my part for $BROS Definitely better quality and service over $SBUX This is a $XX stock Now $XX ☕"  
[X Link](https://x.com/InvestiBrew/status/1993044896320831610)  2025-11-24T19:51Z 3936 followers, XXX engagements


"Wealth building is about making the best ROI possible any time you can Inside our Deal Room this member has paid for more than a year's worth of subscriptions With one single play like $BROS which doesn't include his gains in: - $TSM shorts - $CMG - $TGT - $ISRG - $TEO - $LZB Plus several more Access all our current deals and their entire financial / valuation models today X Days Free Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1993693880965841244)  2025-11-26T14:50Z 3936 followers, XXX engagements


"You all know my stance on $BROS Its not only beginning to outperform the $SPY $QQQ on a YTD basis But its also leaving the $XLY behind on: - $DXY strength - Value delivery over $SBUX and Dunkin - Coffee tariffs coming down This stock was pitched at just under $XX to our Deal Room members (7 Day Free Trial link in bio) Heres why Im targeting $XX on the stock ☕"  
[X Link](https://x.com/InvestiBrew/status/1994448571882406310)  2025-11-28T16:49Z 3936 followers, XXX engagements


"I don't think $CVNA is going to see Chapter XX it's a stretch Sure there are some fundamental/financial issues with this company But it still commands a premium for a reason we just have to dig into what the market is seeing rather than calling it "expensive" That is the most dangerous word for a trader $NVDA $PLTR bears since 2022 know this ☕"  
[X Link](https://x.com/InvestiBrew/status/1997855785334751723)  2025-12-08T02:28Z 3936 followers, XXX engagements


"1. Real rates are the main driver behind Fed aggressiveness You can see what the market is thinking in real time by adjusting the $TLT $TNX bond yield by inflation - That yields roughly XXX% today So cutting into an already low rate environment is definitely going to spike inflation past X% again This time it won't help the rising unemployment situation since it's more about policy at this point So I guess the market is too focused on $NVDA $ORCL $META and OpenAI to even pay attention to this And that's the real $SPY $SPX tail risk"  
[X Link](https://x.com/InvestiBrew/status/1998058818450645355)  2025-12-08T15:55Z 3937 followers, XXX engagements


"The masses are happy bidding $SPY $SPX higher toward $7000 on a single bet: - More rate cuts continued AI rallies Surely the $NVDA $ORCL OpenAI bubble hasn't been felt but there are a lot more nuances to it Then you have the Fed cutting for the WRONG reasons as inflation is trailing back to X% Here's what your furu won't tell you though: - Real rates are already tight cutting now will make things a lot worse Which is why you see $TLT $TNX bonds reacting in a terrible way So what's really happening Let me explain (A thread) 🧵☕"  
[X Link](https://x.com/InvestiBrew/status/1998058815984373808)  2025-12-08T15:55Z 3937 followers, XXX engagements


"The market's premium for $NFLX over $PSKY is way too wide right now It's like they're pricing it as if they already bought $WBD So I guess watch out for a potential counter offer on the Paramount bid This is a $XXX stock Now $XXXXX ☕"  
[X Link](https://x.com/InvestiBrew/status/1998061206092091608)  2025-12-08T16:04Z 3937 followers, 1083 engagements


"Real rates are only XXX% and the Fed is cutting into inflation rising back to X% Thats the definition of a super cycle in commodities Its very clear the markets are betting on stagflation considering $GLD $GC gold and $CL crude oil are K shaped No economic growth past the AI CapEx ☕"  
[X Link](https://x.com/InvestiBrew/status/1998439504726671712)  2025-12-09T17:08Z 3937 followers, XXX engagements


"@TheMaverickWS These are recessionary cuts Something is going to break and its likely the $X trillion plus riding on the AI trade ☕"  
[X Link](https://x.com/InvestiBrew/status/1998439765511676294)  2025-12-09T17:09Z 3937 followers, XXX engagements


"$JCI short call at $XXXXXX earlier today Down XXX% Still some more room to move lower our long hedge here is $WY There's an entire YouTube video about this link in the reply ☕"  
[X Link](https://x.com/InvestiBrew/status/1981134178893910269)  2025-10-22T23:02Z 3931 followers, XXX engagements


"$XLV has underperformed the $SPY $QQ index by the widest margin in decades But There are still plenty of buying opportunities for double-digit upside potential $PRVA is one of them I see it as a buy with a price target of $36-$42 per share You can get the entire breakdown in this Seeking Alpha post ☕"  
[X Link](https://x.com/InvestiBrew/status/1985391265446338929)  2025-11-03T16:58Z 3930 followers, XXX engagements


"$DXY is about to break out past $XXX again This is definitely not a good thing for manufacturing PMIs as we saw today it is still contracting all over But This could change if the US footprint in steel/wood manufacturing increases I like $CLF $WY among others as a long The real benefit of a stronger Dollar will be seen in the Services PMI on another note which can benefit some $XLY names In there I like $CMG $WEN $TGT as a value play ☕"  
[X Link](https://x.com/InvestiBrew/status/1985409121558962605)  2025-11-03T18:09Z 3931 followers, XXX engagements


"$WEN is a value trap you DO NOT want to fall for Even with a near X% dividend yield XX% of the company's capital structure is held in debt and we all know locations are always near empty compared to $MCD or $YUM I will break down why Wendy's could go to $X sooner than you think Tomorrow's newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1988255121029943345)  2025-11-11T14:38Z 3931 followers, XXX engagements


"Wendy's is trading like its already bankrupt XX% off its highs Cheaper than every peer like $CMG $MCD $YUM $DRI But what if thats not a buying signal What if its a warning I think $WEN could be gone in X years And Ive got the data to prove it This morning's newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1988600167868862750)  2025-11-12T13:30Z 3931 followers, XXX engagements


"$VVV breakout is imminent from our entry level given two weeks ago For those who know me there's a pretty good hedge in $MT shorts as well But even if you don't know how to short save the date November 19th earnings could be a good thing Here's my entire thesis for Valvoline ☕"  
[X Link](https://x.com/InvestiBrew/status/1989359987919872202)  2025-11-14T15:49Z 3930 followers, XXX engagements


"$VVV just raised their FY'26 guidance Their expansion into fleet services is going to be a massive driver into the coming quarters Especially as the $FTXR weighing shifts out of airlines like $AAL $UAL $DAL and into trucking names like $JBHT $SAIA $XPO Miles driven per month are breaking out Here's my entire thesis on this company some of it behind this morning's pop on earnings ☕"  
[X Link](https://x.com/InvestiBrew/status/1991142895219286426)  2025-11-19T13:53Z 3930 followers, XXX engagements


"@unusual_whales This is bullish for $VVV $AAP Along with US miles driven per month coming back to a longer uptrend Here's exactly what I'm watching out for"  
[X Link](https://x.com/InvestiBrew/status/1991299807986524545)  2025-11-20T00:17Z 3931 followers, XXX engagements


"Retail sales slow below estimates Car sales took the biggest hit so I guess $AAP $VVV bullish (pitched this month) Will send an entire retail sales run down to our Deal Room members shortly ☕"  
[X Link](https://x.com/InvestiBrew/status/1993316257383563291)  2025-11-25T13:50Z 3931 followers, XXX engagements


"$SNDK is now being added to the $SPY $SPX This stock is up over XXX% on a YTD basis all because of its cloud storage capabilities which isn't even its main business driver When you go into AI and mention it during earnings calls It seems the market begins to love anything and everything you do ☕"  
[X Link](https://x.com/InvestiBrew/status/1994422879664984191)  2025-11-28T15:07Z 3933 followers, XXX engagements


"@InvestInAssets As the existing home price now falls below new home prices for the first time in history I would say now is the time to start considering some REITs for the average portfolio $EQR $CPT $MAA High cap rates and a hell of a discount ☕"  
[X Link](https://x.com/InvestiBrew/status/1995130723234160875)  2025-11-30T14:00Z 3931 followers, XXX engagements


"As the existing home price now falls below new home prices for the first time in history I would say now is the time to start considering some REITs for the average portfolio $EQR $CPT $MAA High cap rates and a hell of a discount ☕"  
[X Link](https://x.com/InvestiBrew/status/1995130772076875784)  2025-11-30T14:00Z 3929 followers, XXX engagements


"Everyone's concerned about the $NVDA $ORCL $META price action and whether there's an AI bubble That's low-level thinking Walk away from the noise and find yourself in a much better situation than most of the burns seen in $BTC Bitcoin and other risk assets I like the $XLY discretionary setup focused on value delivery But If there's one name pulling my portfolio higher It's $BROS here's my breakdown for it and why it could reach $XX soon 🧵☕"  
[X Link](https://x.com/InvestiBrew/status/1995538322148479472)  2025-12-01T16:59Z 3930 followers, XXX engagements


"1. Consumer sentiment is at a cyclical low This should have been the most bearish signal for $XLY names like $CMG $BROS $CAVA and others Yet the sector is outperforming $NVDA $SPY $QQQ and even $BTC Bitcoin this month Why Consumers are mostly worried about lower incomes not higher prices according to a Fed survey Comparing $BROS to $SBUX and Dunkin' You can begin to see where this income concern helps the case for the stock"  
[X Link](https://x.com/InvestiBrew/status/1995538324547928471)  2025-12-01T16:59Z 3929 followers, XX engagements


"2. On a value delivery basis 80%+ of sales in $BROS come from a loyalty membership program Coffee variety and quality is arguably better than $SBUX and Dunkin' as well Then you have the pull-up / drive-thru model adding to convenience in this brand Delivering value and keeping overhead low It's a winning formula that we spotted when the stock was just under $XX a share Which justified the EV/EBITDA and P/E premiums"  
[X Link](https://x.com/InvestiBrew/status/1995538327659753661)  2025-12-01T16:59Z 3931 followers, XX engagements


"3. Knowing the stock was undervalued was just the start to this idea The second part was knowing when to enter correctly Most retail traders will rely on technical analysis and patterns for this decision Professionals know this is near worthless Using volatility models and volume analysis our WhatsApp Deal Room members were able to buy in just before the rally came through You can access this material (and all ongoing deals) included in your X Day Free Trial Grab it in the link in our bio ✅"  
[X Link](https://x.com/InvestiBrew/status/1995538331510226969)  2025-12-01T16:59Z 3931 followers, XX engagements


"in this Seeking Alpha post you can get an even deeper dive on my analysis for $BROS The momentum is XXX% focused on the company's alpha in value delivery during a time when $XLY sentiment is at basement levels This is real banker's work so take advantage of your access to it"  
[X Link](https://x.com/InvestiBrew/status/1995599787450925306)  2025-12-01T21:04Z 3936 followers, XXX engagements


"@DimitryNakhla I think the market is trying to price in the coming $DXY strength Thats a major risk for $BKNG and its Europe exposure ☕"  
[X Link](https://x.com/InvestiBrew/status/1996209794194219294)  2025-12-03T13:27Z 3931 followers, XXX engagements


"From the Services PMI this morning Looks like residential construction is letting people go left and right Makes sense to see the headwinds hit $XHB names like $LEN $PHM $DHI $TOL and others In connection to Monday's manufacturing PMI This can create lots of opportunities in the building materials space Think $MLM $VMC $BLDR ☕"  
[X Link](https://x.com/InvestiBrew/status/1996283081699778620)  2025-12-03T18:19Z 3936 followers, XXX engagements


"The number one skill for traders is not being a good analyst It's not even being good at risk management The real alpha comes from idea-generation You probably have woken up and wondered where to even look for stocks to buy or trade today and watch the anxiety take over as tickers run up and down on the $SPY $QQQ Well Here's one framework you can steal from Goldman Sachs that immediately eliminates this anxiety Idea generation at its finest away from the $MSFT $NVDA $ORCL $META drama 🧵☕"  
[X Link](https://x.com/InvestiBrew/status/1996297066197209128)  2025-12-03T19:14Z 3931 followers, XXX engagements


"@MikeZaccardi Probably going to be a good buy soon $COST sadly is part of the wholesale trade dilema I think a better margin business like $TGT is a superior value delivery At $XX and below its a steal ☕"  
[X Link](https://x.com/InvestiBrew/status/1996685853767487544)  2025-12-04T20:59Z 3930 followers, XXX engagements


"@zerohedge $DG $DLTR are leading now I think $TGT is right around the corner packed compared to what $COST feels like lately Discount retail is commanding premiums and above-average forward EPS growth The market likes it Are you listening ☕"  
[X Link](https://x.com/InvestiBrew/status/1996687425146704317)  2025-12-04T21:05Z 3933 followers, XXX engagements


"@SwingTraderQ Im bearish too but still looking for a better way to express this view other than taking on the $SPY $QQQ Maybe some names in the $SMH or $XHB will be worth it ☕"  
[X Link](https://x.com/InvestiBrew/status/1997135519231160382)  2025-12-06T02:46Z 3930 followers, 1257 engagements


"@Geiger_Capital This is an opportunity for stocks like $CSAN $PBR and others in the Brazilian energy space ☕"  
[X Link](https://x.com/InvestiBrew/status/1997135896320041173)  2025-12-06T02:47Z 3931 followers, XXX engagements


"The Lazy Way to Make Profits: Everyone knows how to read; you dont need another person reading to you Which is why I want to explain to you exactly what the data means beyond the headline and baseline opinion. Ive put in the hours you get the cherry on top: -A XX% return in La-Z-Boy $LZB shares under a month My Deal Room members got this deal just before the breakout and are paying for over a years worth of membership You can be part of this community of winners with massively good deals included in your X Day Free Trial (link in bio) In case youre wondering what to expect inside heres the"  
[X Link](https://x.com/InvestiBrew/status/1997421825244946445)  2025-12-06T21:44Z 3936 followers, XXX engagements


"You cant be bearish on Chinas long-term success Giving you $BABA at $XX is one of my proudest moments ☕"  
[X Link](https://x.com/InvestiBrew/status/1997727552568475966)  2025-12-07T17:58Z 3931 followers, XXX engagements


"By the way Several deals like $BABA are being sent every week to our members Opportunities that compound like: - $ONON - $LZB - $TEO - $CSAN - $META And several others up double digits this month alone This is Goldman Sachs level research right in your pocket And a fraction of the cost (plus X Days Free)"  
[X Link](https://x.com/InvestiBrew/status/1997727556695634266)  2025-12-07T17:59Z 3936 followers, XXX engagements


"2. Keep in mind the Fed only has three types of cuts: - Routine cuts - Emergency cuts (9/11 COVID) - Recessionary cuts Given that these aren't routine nor emergency cuts we're quickly falling to the recessionary assumption So what is the Fed worried about There are over $X trillion dollars riding behind the AI trade Valuations in names like OpenAI $NVDA $ORCL $MSFT and $GOOGL are fast outpacing the fundamentals The market is overstating the future growth potential in AI and this is where George Soros' theory of reflexivity comes into play"  
[X Link](https://x.com/InvestiBrew/status/1998058821143457855)  2025-12-08T15:55Z 3936 followers, XX engagements


"4. CapEx numbers are out of control Over $X trillion in forecasts now with leveraged bets riding behind them Think subprime synthetic CDOs back in 2008 So when the money stops coming in growth expectations slow and valuations collapse You know my stance on $TSM already But here's the real risk for your money in $SPY $QQQ"  
[X Link](https://x.com/InvestiBrew/status/1998058826377908484)  2025-12-08T15:55Z 3931 followers, XX engagements


"@TedPillows $BTC Bitcoin is in a bear market ☕"  
[X Link](https://x.com/InvestiBrew/status/1998092974094426384)  2025-12-08T18:11Z 3933 followers, XXX engagements


"@MichaelMOTTCM Real rates are at only XXX% Bonds could keep crashing from here unless theres a broader $SPY $SPX decline Were talking 20%+ ☕"  
[X Link](https://x.com/InvestiBrew/status/1998093162473287926)  2025-12-08T18:11Z 3936 followers, XXX engagements


"Real rates are at only XXX% Bonds could keep crashing from here unless theres a broader $SPY $SPX decline Were talking 20%+ ☕"  
[X Link](https://x.com/InvestiBrew/status/1998093219062841606)  2025-12-08T18:12Z 3934 followers, XXX engagements


"@KobeissiLetter $BTC Bitcoin will bottom when $MSTR and Saylor get liquidated ☕"  
[X Link](https://x.com/InvestiBrew/status/1998439867462623243)  2025-12-09T17:09Z 3933 followers, XX engagements


"$LSTR / $CNI long short equity trade up XXX% a day after this tweet Target is $100-$105 for 38-45% returns All uncorrelated to the $SPY $QQQ and potential $VIX seasonality You're welcome ☕"  
[X Link](https://x.com/InvestiBrew/status/1970973445497467052)  2025-09-24T22:07Z 3937 followers, 1449 engagements


"Trade balances are looking awful for the quarter Looks like the $DXY strengthening + tariffs create a massive headwind for trade activity right now We also see Production driving the few expansion readings within the manufacturing PMI The industries having the most production expansion: - Food & Beverage Think $TSN $BROS $CMG $CAVA as potential opportunities - Computer & Electronics Think $BBY $TGT and $HPQ as potential opportunities - Plastics & Rubber $MMM $DD $DOW if they can escape the current ex-growth sentiment ☕"  
[X Link](https://x.com/InvestiBrew/status/1995520478484578316)  2025-12-01T15:48Z 3936 followers, XXX engagements


"By the way this is bullish for $DXY ☕"  
[X Link](https://x.com/InvestiBrew/status/1995603537775264152)  2025-12-01T21:18Z 3936 followers, XXX engagements


"$LSTR breaks $XXX since this trade was given Long/short equity for the win ☕"  
[X Link](https://x.com/InvestiBrew/status/1996691797566001418)  2025-12-04T21:23Z 3937 followers, XXX engagements


"$ALB more than XXX% upside since we gave it out in our newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1994141879211053207)  2025-11-27T20:30Z 3937 followers, XXX engagements


"The consensus is overwhelmingly bullish for $GLD $GC gold prices by the end of 2026 I think this has more to do with a hot hand fallacy considering the price action over the past XX months than anything else If my thesis on a $DXY rally in the coming quarters bringing on a short squeeze is right Then this consensus on Gold will be proven wrong so will $BTC Bitcoin and other risk assets like the AI trade in $SPY $QQQ stocks Specifically $PLTR $MSTR $NVDA $ORCL $META All of which are pretty much in correction and bear market territory already ☕"  
[X Link](https://x.com/InvestiBrew/status/1994421424694456346)  2025-11-28T15:01Z 3938 followers, XXX engagements


"Our $FND long vs $WSM short equity play is up over XX% this month The reasoning behind this theme is happening as new home prices are now lower than existing homes Which means inventory might begin to move especially as $LEN $PHM $DHI $TOL continue to buy down rates on new loans That said Moving inventory will be bullish for a company like Floor & Decor Not so much for Williams Sonoma Why Tariffs costs value delivery with consumer sentiment at all-time lows driven by lower income as a main concern ☕"  
[X Link](https://x.com/InvestiBrew/status/1994876151387578419)  2025-11-29T21:08Z 3937 followers, XXX engagements


"You guys voted for it Here's the full video breakdown for our $FND / $WSM long/short equity trade idea Which is already up over XX% on a cash cost basis ☕"  
[X Link](https://x.com/InvestiBrew/status/1995623951675142497)  2025-12-01T22:40Z 3937 followers, XXX engagements


"This is the same sentiment behind the $DXY short interest Inflation is sticking back to 3%+ More importantly Pretty much all rate cuts are priced in here With $EURUSD $USDGBP $USDJPY all set up for Dollar strength I think therell be a major short squeeze in both Dollar and $TLT $TNX bonds into 2026 ☕"  
[X Link](https://x.com/InvestiBrew/status/1995907789097488731)  2025-12-02T17:27Z 3937 followers, 1702 engagements


"This long/short equity trade worked out beautifully $LSTR / $CNI delivered over XX% returns on a cash cost basis Not bad for a quarterly play ☕"  
[X Link](https://x.com/InvestiBrew/status/1998048637692325973)  2025-12-08T15:14Z 3937 followers, XXX engagements


"5. Goldman Sachs sees a lost decade scenario in stocks ahead $SPY $SPX expected returns will vary around XXX% Minus the 3%+ inflation that leaves you with very little to speak of Which is why Buffett now called it quits and is set to leave $BRK.A this month Lucky for you there's a better (safer) way to play this new market paradigm It's the same approach getting our Deal Room members over XX% cumulative returns this quarter in names like: - $LZB - $BROS - $TEO - $ISRG And many more If you made it this far into my thread here's a little gift for you"  
[X Link](https://x.com/InvestiBrew/status/1998058829209043095)  2025-12-08T15:55Z 3937 followers, XXX engagements


"I don't see a lot of actual facts or drivers behind this view Lots of people want the $NVDA $ORCL OpenAI trade to unwind and are even betting on it right now Yet there are a lot of nuances around this idea Mainly the circular financing that is happening between these entities. We just broke down what this means for $SPY $SPX and $TLT $TNX bonds in this thread below ☕"  
[X Link](https://x.com/InvestiBrew/status/1998233238582509631)  2025-12-09T03:28Z 3937 followers, XXX engagements


"Think about it $PSKY is seeking financing from the Arabs and other sovereign wealth funds $NFLX is XXX% American money Trumps nationalist campaign will likely rule in favor of Netflix here to acquire $WBD Anti-trust for Paramount ☕"  
[X Link](https://x.com/InvestiBrew/status/1998366911411941719)  2025-12-09T12:19Z 3937 followers, XXX engagements


"@MikeZaccardi This is the big difference between $AZO and $VVV ☕"  
[X Link](https://x.com/InvestiBrew/status/1998367978044399765)  2025-12-09T12:23Z 3937 followers, XXX engagements


"@KobeissiLetter The problem with $NVDA $ORCL OpenAI circular financing is coming from the top of the value chain This China slowdown is a hiccup but you have suppliers like $TSM operating at XX% capacity now Definitely a warning sign ☕"  
[X Link](https://x.com/InvestiBrew/status/1998368226015948849)  2025-12-09T12:24Z 3937 followers, XXX engagements


"@SwingTraderQ Real rates are only XXX% right now The Fed is cutting into rising inflation and bonds are out of control and touch with monetary policy $TLT $TNX could crash further if nothing changes Wed need a broader $SPY $SPX selloff to save bonds here Talking 20%+ decline ☕"  
[X Link](https://x.com/InvestiBrew/status/1998397306828189966)  2025-12-09T14:20Z 3937 followers, XXX engagements


"Real rates are only XXX% and the Fed is cutting into inflation rising back to X% Thats the definition of a super cycle in commodities Its very clear the markets are betting on stagflation considering $GLD $GC gold and $CL crude oil are K shaped No economic growth past the AI CapEx ☕"  
[X Link](https://x.com/InvestiBrew/status/1998439529720541607)  2025-12-09T17:08Z 3937 followers, XXX engagements


"@TicTocTick Considering real rates are only XXX% and inflation is creeping back to X% $TLT $TNX bonds could keep selling off from here Only way to save them is to sacrifice $SPY $SPX stocks Talking 20%+ declines ☕"  
[X Link](https://x.com/InvestiBrew/status/1998440218785898662)  2025-12-09T17:10Z 3937 followers, XXX engagements