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

InvestiBrew posts on X about $spy, $qqq, stocks, spy 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 +55%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +577%

### 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 +28%
- X Month XXX +29%
- X Months XXXXX -XX%
- X Year XXXXX +169%

### 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 +0.64%
- X Month XXXXX +3.90%
- X Months XXXXX +31%
- X Year XXXXX +402%

### 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 [#](/creator/twitter::1786191198668947456/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #5414 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$spy](/topic/$spy) #96, [$qqq](/topic/$qqq) #34, [stocks](/topic/stocks) #1778, [spy](/topic/spy) #347, [$cl](/topic/$cl) #20, [$ive](/topic/$ive) #3, [$ivw](/topic/$ivw) #2, [$gc](/topic/$gc) #7, [alltime](/topic/alltime) #135, [$lstr](/topic/$lstr) #1

**Top accounts mentioned or mentioned by**
[@zerohedge](/creator/undefined) [@barchart](/creator/undefined) [@mikezaccardi](/creator/undefined) [@tictoctick](/creator/undefined) [@dividenddudex](/creator/undefined) [@kobeissiletter](/creator/undefined) [@financelancelot](/creator/undefined) [@bourboncap](/creator/undefined) [@lindatangusa](/creator/undefined) [@investingcom](/creator/undefined) [@jessecoheninv](/creator/undefined) [@tradingthomas3](/creator/undefined) [@vladtheinflator](/creator/undefined) [@globalmktobserv](/creator/undefined) [@deitaone](/creator/undefined) [@themarketear](/creator/undefined) [@thexcapitalist](/creator/undefined) [@michaelmottcm](/creator/undefined) [@greatmartis](/creator/undefined) [@alifarhat79](/creator/undefined)

**Top assets mentioned**
[SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Colgate-Palmolive Company (CL)](/topic/$cl) [GrabCoinClub (GC)](/topic/$gc) [Landstar System Inc (LSTR)](/topic/$lstr) [Canadian National Railway (CNI)](/topic/$cni) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Weyerhaeuser Co (WY)](/topic/$wy) [Vixco (VIX)](/topic/$vix) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [Lennar Corporation (LEN)](/topic/$len) [PulteGroup, Inc. (PHM)](/topic/$phm) [Oracle Corporation (ORCL)](/topic/$orcl) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Toll Brothers, Inc. (TOL)](/topic/$tol) [Telecom Argentina S.A. (TEO)](/topic/$teo) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Alibaba Group (BABA)](/topic/$baba) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Transocean LTD. (RIG)](/topic/$rig) [Hippo Protocol (HP)](/topic/$hp) [Intel Corporation (INTC)](/topic/$intc) [D R Horton Inc (DHI)](/topic/$dhi) [Boeing Co (BA)](/topic/$ba) [GammaSwap (GS)](/topic/$gs) [JPMorgan Chase (JPM)](/topic/$jpm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [West Fraser Timber Co. Ltd (WFG)](/topic/$wfg) [ArcelorMittal (MT)](/topic/$mt) [Effect.AI (EFX)](/topic/$efx) [Patterson-UTI Energy Inc (PTEN)](/topic/$pten) [Novo-Nordisk (NVO)](/topic/$nvo) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [DAOLaunch (DAL)](/topic/$dal) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [American Airlines Group Inc (AAL)](/topic/$aal) [SPDR GOLD ETF (GLD)](/topic/$gld) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [CoreWeave, Inc. (CRWV)](/topic/$crwv)
### Top Social Posts [#](/creator/twitter::1786191198668947456/posts)
---
Top posts by engagements in the last XX hours

"Our long/short trade idea in $LSTR / $CNI is ready to go I would be willing to add more if it drops to the $70-$72 area Targeting $100-$105 on the spread Come see why this strategy outperforms most others ☕"  
[X Link](https://x.com/InvestiBrew/status/1967661909743919176) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-15T18:48Z 3769 followers, XXX 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) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-24T22:07Z 3767 followers, 1216 engagements


"Most people in China are after property And the collapse in that market may drive the government to adopt a 401(k) model for the market If that happens trillions will flow into $MCHI $FXI by default Then trickle mostly into blue chips like $BIDU $BABA $TCEHY ☕"  
[X Link](https://x.com/InvestiBrew/status/1971225774092058650) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-25T14:50Z 3767 followers, XXX engagements


"2. This spread is like a live gauge into what markets think about economic growth That's $IVE / $IVW which has been underperforming heavily Essentially this means markets are betting on growth stocks (and economic growth) being a real theme But This is only justified when we have an accompanying $CL crude oil rally which isn't there So the only growth is now coming from AI investments and expansion in $XLK tech Not the real economy"  
[X Link](https://x.com/InvestiBrew/status/1972707514568335862) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-29T16:58Z 3770 followers, XX engagements


"Congratulations on making XX% with $LSTR long / $CNI short since this tweet Exit target still $100-$105 on the spread Long/short equity outperforms $SPY $QQQ again even with a dead $VIX ☕"  
[X Link](https://x.com/InvestiBrew/status/1975928060093354473) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-08T14:15Z 3767 followers, XXX engagements


"$FICO stock down nearly XX% as $EFX Equifax launched its own direct mortgage product However Markets are missing the fact that FICO owns 85-90% of the mortgage lending market when it comes to score transparency Ignore this noise and buy the dip ☕"  
[X Link](https://x.com/InvestiBrew/status/1976031182753235435) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-08T21:05Z 3767 followers, 1144 engagements


"@i3_invest We just posted our bull thesis in $XLE names within our newsletter Bottlenecks could come easily with the drawdown of EIA stocks now Any whiff of demand could send $CL to $100+ Watching the top of the value chain in drillers like: $RIG $PTEN $HP ☕"  
[X Link](https://x.com/InvestiBrew/status/1976275034630128061) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T13:14Z 3767 followers, XXX engagements


"$NVO now set to sell weight loss products at $COST The stock didn't really react to this addressable market news though Costco did rally a bit I think this had more to do with the small bump in $IVE / $IVW spreads as investors look for safety in the market $SPY $QQQ isn't really buying the growth story right now and you can see it in $CL crude oil prices ☕"  
[X Link](https://x.com/InvestiBrew/status/1976286133483950177) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T13:58Z 3769 followers, XXX engagements


"$FICO has been a roller coaster this week 🚨 FICO didnt just tweak pricing; it rewired who gets paid in mortgage scoring Thats why the stock ripped and why the pullback after $EFX me-too offer may be the real entry Mortgage underwriting in the U.S. still runs on FICO with 85-90% market share right now Direct licensing makes that moat harder to beat and easier to monetize Here's what I'm watching and whether FICO is worth a look during this XX% dip 🧵"  
[X Link](https://x.com/InvestiBrew/status/1976327012194058567) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T16:40Z 3767 followers, XXX engagements


"1. Direct licensing is a margin recapture engine Instead of sharing score economics with bureaus $FICO can price two ways: (1) $XX per score (2) $XXXX per score + $XX per funded loan Once FICO controls the contract bundling becomes trivial: lenders can add fraud KYC/ID income/asset verification decisioning all from one vendor Remember the moat you cant see on a term sheet: switching friction. Credit policies secondary market expectations and model governance are built on FICO It's like going from $AAPL products to $GOOGL or Android even if the price is better the cost of switching is much"  
[X Link](https://x.com/InvestiBrew/status/1976327014530404506) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T16:40Z 3767 followers, XXX engagements


"The $XHB is now officially in correction territory We posted our bearish view on real estate and construction last Friday Since then $PHM $LEN $DHI and others are down over X% But There is still a huge opportunity both on the long and short side set to beat the $SPY $QQQ in the coming quarter Just like our $LSTR / $CNI play or $INTC pick This one is ready for you in tomorrow's newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1976433746845798409) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T23:45Z 3767 followers, XXX engagements


"Construction workers are on vacation Maybe a permanent one this time which explains the $XHB going into correction territory Our bearish view on homebuilders last Friday has delivered over X% moves in $LEN $PHM $DHI $TOL and more This time though There's also a long opportunity in this industry a portfolio that can beat the $SPY $QQQ this quarter Just like our $INTC and $BABA picks or our latest $LSTR / $CNI long /short This morning's newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1976620728956145973) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-10T12:08Z 3767 followers, XXX engagements


"What's the market trying to tell us here $IVE / $IVW spreads have broken their inverse relationship to $CL crude oil Historically speaking this only happens when growth stocks decouple from real economic growth Also known as the $NVDA $ORCL $CRWV and OpenAI mafia $SPY $QQQ valuations stand on the faith of future EPS growth from the Mag X (which isn't high enough to justify them) We'll see what happens ☕"  
[X Link](https://x.com/InvestiBrew/status/1976645296936353858) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-10T13:45Z 3767 followers, XXX engagements


"@MikeZaccardi Large-caps have very little EPS growth to support their valuations right now $IVE / $IVW spreads are pulling back again despite $CL crude oil now trading below $XX Broader markets aren't buying into this growth story but I guess ride it until the music stops ☕"  
[X Link](https://x.com/InvestiBrew/status/1977731973373219312) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-13T13:43Z 3770 followers, XX engagements


"$LEN is down nearly X% even as the $SPY $QQQ rebounds on the Trump China news In this YouTube video I broke down exactly why I'm bearish on $XHB names and other construction issues While also giving you a long/short setup in $WY / $JCI Last week's newsletter broke it down as well Stock is down X% since that post ☕"  
[X Link](https://x.com/InvestiBrew/status/1977734303917183405) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-13T13:52Z 3767 followers, XXX engagements


"@i3_invest This divergence shows a broken relationship between $GC gold and $CL crude oil Especially as $IVE / $IVW spreads also decoupled from oil prices Meaning markets arent buying this growth story today ☕"  
[X Link](https://x.com/InvestiBrew/status/1977839571913363609) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-13T20:51Z 3770 followers, 1859 engagements


"Value investing is great but we're faster With $SPY $QQQ beginning to show cracks and the $VIX aching to break out Your money should be uncorrelated to the indexes The best way to do this is through a long/short equity strategy this one is ready to go on $WY / $JCI Tomorrow's newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1978248454141817251) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-14T23:56Z 3767 followers, XXX engagements


"As the Fed cuts rates into X% inflation and all-time high valuations on financial assets It's clear that we'll have a real asset super cycle here Of course $GC gold is at the forefront especially with a weak $DXY dollar index But You also have Copper and $CL crude oil falling way behind here Which means it's all a debasement trade of no confidence There's no economic growth here a massive tail risk for $SPY $QQQ ☕"  
[X Link](https://x.com/InvestiBrew/status/1978277235137142941) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T01:50Z 3767 followers, 3496 engagements


"Two years ago there were many reasons to buy $GC gold Today Not so much We have gold rallying with $CL crude oil and copper falling behind Also $IVE / $IVW spreads decoupling from fundamental relationships to other growth assets Conclusion $SPY $QQQ trade at all-time high valuations not founded on actual EPS growth but just inflation expectations All this changes with a $DXY dollar rally ☕"  
[X Link](https://x.com/InvestiBrew/status/1978598057173234090) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T23:05Z 3767 followers, 1531 engagements


"@KobeissiLetter Come on $CL do something ☕"  
[X Link](https://x.com/InvestiBrew/status/1978852199007424756) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T15:55Z 3767 followers, XXX engagements


"We showed you a breakdown in the trucking and logistics space as the $FTXR started breaking out Back then it was overweight airline stocks and underweight trucking Turns out our industry selection was right (again) $JBHT up XXXX% after a strong quarter Is $LSTR next ☕"  
[X Link](https://x.com/InvestiBrew/status/1978924905400762782) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T20:43Z 3767 followers, XXX engagements


"The average consumer is tapped out It's only the affluent that keep the spending going and credit lines churning interest charges With $IVE / $IVW spreads falling without a $CL crude oil rally markets are in tune with the times No real economic growth besides inflation and AI investment Also why $GC gold is rallying without Copper following ☕"  
[X Link](https://x.com/InvestiBrew/status/1978973756568801584) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T23:58Z 3768 followers, 1818 engagements


"$CL crude oil is one of the most hated commodities in the market And that makes it extremely attractive here But some warning for $SPY $QQQ: - As $GC gold rallies without Copper and Crude what are markets really telling us - $IVE / $IVW spreads sinking with no Crude rally say the same Market aren't buying the growth story and why would they There's no EPS growth to sustain current valuations it's all about inflation and AI spending at this point ☕"  
[X Link](https://x.com/InvestiBrew/status/1978977309660188798) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-17T00:12Z 3767 followers, XXX engagements


"@QualityInvest5 We just did a valuation model for $ADBE In a nutshell Its looking great as a buy right here Will drop more details in our newsletter 👀 Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1979343547070583266) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-18T00:27Z 3768 followers, XXX engagements


"We gave you our list of stocks for the coming long/short idea Best long candidates were $COVTY $WY and $WFG Short candidate here is $MT Trade makes sense and we have a XX% certainty of XX% profit all thanks to tariff uncertainty On Monday's newsletter we will cover the financial reasoning behind this trade Link in bio☕"  
[X Link](https://x.com/InvestiBrew/status/1954228976349569151) [@InvestiBrew](/creator/x/InvestiBrew) 2025-08-09T17:11Z 3767 followers, XXX engagements


"A few institutions had built positions in $INTC right before the $NVDA $X billion stake Coincidence We'll never know What I do know is that my idea-generation system had flagged it as a buy at $XX just a few days before the news Same thing happened with $AAP $BA $RKT and many others In today's world being an investor won't pay unless you have size Trading is your only real chance But Only if you approach it seriously Tomorrow's newsletter can help you with that Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1970263338476298300) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-22T23:06Z 3768 followers, XXX engagements


"Bessent's $XX billion bailout for Argentina is a vote of confidence into what Milei is doing Which I agree with Likely going to be some good deals for Argentinian banking stocks here Think $BBAR $BMA and even some $TEO for telecom ☕"  
[X Link](https://x.com/InvestiBrew/status/1970841587035844619) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-24T13:23Z 3767 followers, XXX engagements


"3. EIA $CL crude oil stocks are the lowest they've been in years Plus OPEC+ has just boosted its production targets by 500k barrels per day This isn't good news for $XLE names but it can change really quick You've heard me talk about the $IVE / $IVW relationship to oil and how that broken relationship tells me the markets don't believe current growth narratives So I think there's a real risk/reward setup here for home runs in $RIG $HP $PTEN More in our newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1973734526737109328) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-02T12:59Z 3769 followers, XXX engagements


"$CL crude oil is pricing in a recession right now as it diverges from the $IVE / $IVW spreads This broken relationship is a major tail risk for $SPY $QQQ But It's not considering the bazooka standing behind $MCHI $FXI China Asia comes back online the US resets (likely $TLT $TNX bonds will move first) oil could reach $100+ We just pitched the rebound in $XLE names inside our newsletter ☕"  
[X Link](https://x.com/InvestiBrew/status/1975094701444235703) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-06T07:04Z 3769 followers, XXX engagements


"It's a broken relationship $IVE / $IVW spreads are historically the mirror image to $CL crude oil prices Not for the entirety of 2025 Meaning markets aren't really buying into the growth story outside the $XLK big tech sector The real economy is in recession and $SPY $QQQ aren't showing it at all ☕"  
[X Link](https://x.com/InvestiBrew/status/1975562658104402260) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-07T14:03Z 3769 followers, XXX engagements


"If housing doesnt crash wheres the alpha Start with power AI racks = XXX homes of load now XXX by 2027 Outcome: operating costs climb NOI climbs REIT dividend yields (cap-rate proxy) stay elevated even with home prices sticky Positioning: - $EQR (4.4%) for acquisition optionality at XX% cap rates - $CPT (4.1%) for Sunbelt demand beta Macro frame = 19742019: Fed cuts into sticky X% inflation and $SPY $QQQ all-time highs favors real assets over richly priced financials Im also screening grid enablers like $SMR and $BE as near-term bridges More in this morning's newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1975893436923318748) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-08T11:58Z 3769 followers, XXX engagements


"100% agree with this breakdown However there's a weird setup right now when you look at the $CL crude oil relationship to $IVE / $IVW spreads That decoupling is telling me $SPY $QQQ markets aren't buying the GDP growth story right now But Global oil stocks are at cyclical lows so any whiff of demand could turn bottlenecks to $100+ oil Overweight $PTEN $RIG $HP ☕"  
[X Link](https://x.com/InvestiBrew/status/1975910665790370223) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-08T13:06Z 3768 followers, 3352 engagements


"Options traders just rang the fire bell on Suncor $SU 28315 call contracts hit in a single session vs a XXX daily average (+2998%) Thats not noise $SU sits at XX% of its 52-week high while peers leak because its revenue mix cost discipline and capital returns are pulling in a different direction than the headline If you ignore flow you miss timing; if you ignore fundamentals you miss magnitude Here we have both: Aggressive call flow and an earnings bridge that actually tightens into 2025 Lets get into the edge then the plan 🧵☕"  
[X Link](https://x.com/InvestiBrew/status/1976027865830314030) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-08T20:52Z 3769 followers, XXX engagements


"@MikeZaccardi With the latest services PMI reading It's clear that the $XHB is still going to see more trouble ahead personally I'm looking for long/short opportunities in wood Probably a mix of $WY and $JCI ☕"  
[X Link](https://x.com/InvestiBrew/status/1976377996106764526) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T20:03Z 3768 followers, XX engagements


"@zerohedge I think we should all be buying $TEO and $BBAR on this move ☕"  
[X Link](https://x.com/InvestiBrew/status/1976439896702394871) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-10T00:09Z 3770 followers, XXX engagements


"Construction jobs have contracted for a quarter straight $XHB is likely going to enter a depressed state in the coming months You see building permits crossing a long-term balance level no wonder all $PHM $TOL $LEN and more are down Rate cuts won't fix it it's about policy today ☕"  
[X Link](https://x.com/InvestiBrew/status/1976440671578775788) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-10T00:12Z 3769 followers, XXX engagements


"@George999966 @KobeissiLetter Yep We got no confirmation of further selloffs in the $IVE / $IVE spreads breakout Markets werent buying that risk-off sentiment ☕"  
[X Link](https://x.com/InvestiBrew/status/1977383006911287448) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-12T14:37Z 3767 followers, XX engagements


"$512000 Thats the average home price in the US But heres the problem Mortgage rates are still above X% and listings are XX% above last years reading Which is why Im bearish $XHB names like $LEN $TOL $PHM However We can still find plenty of upside as tariffs roll out on building products like wood XX% EPS growth is the expectation And I think $WY / $JCI is a perfect long short play to put on here ☕"  
[X Link](https://x.com/InvestiBrew/status/1977753154897760496) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-13T15:07Z 3767 followers, 1004 engagements


"If you didnt own $GC gold two years ago Theres no point in looking at it now Right now is the time to hedge your book Go agnostic to $SPY $QQQ before its too late Our newsletter tomorrow will show you how to put on a Long/Short Equity idea to achieve just that See you there Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1978269962142720481) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T01:21Z 3769 followers, XXX engagements


"While the risk-on sentiment is back on the $SPY $QQQ indexes There's a word of warning when it comes to where equity risk premiums are trading relative to $TLT $TNX bond yields A widening spread suggests stocks are seen as riskier now Which makes sense given the rallies in $GC gold and other metals WITHOUT Copper and $CL crude oil following along Meaning valuations are too high as there is no real economic growth expectations here ☕"  
[X Link](https://x.com/InvestiBrew/status/1978469024439631996) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T14:32Z 3769 followers, XXX engagements


"Consumer cyclical names in the $XLY are set up for the most EPS volatility in the coming quarters However Airlines are sort of excluded from this theme especially as the $FTXR transportation ETF is overweight names like $DAL $AAL $UAL On the macro there's a reason for this: - $DXY dollar strengthening - Consistently low $CL crude oil prices All make for margin expansion and more travel demand United Airlines and its quarter showed why a further rally can be in the works 🧵☕"  
[X Link](https://x.com/InvestiBrew/status/1978596215479488678) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T22:57Z 3767 followers, XXX engagements


"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) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T20:18Z 3767 followers, XXX engagements


"$GC gold futures closing in on $4400 😮💨☕"  
[X Link](https://x.com/InvestiBrew/status/1979030099799281896) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-17T03:41Z 3769 followers, XXX engagements


"One of the best ways to make money in $SPY $QQQ stocks Expose yourself to underrated names that nobody's paying attention to We can all agree that $CL crude oil is pretty hated today so are $XLE names like $RIG and $HP But Even in defense there's a quiet compounder already looking to break out into 52-week highs We gave you $BA at $XXX Now I will give you $HII at $XXX Here's what I like 🧵☕"  
[X Link](https://x.com/InvestiBrew/status/1979657157516865661) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-18T21:13Z 3767 followers, XXX engagements


"1. Let's start with what can drive this company's KPIs higher $HII provides Destroyers aircraft carriers and submarines to the US military And we all know our military force is one of the few things keeping the $DXY dollar relevant in today's world So yes it's an important stock With $XXX billion in discretionary defense spending for 2025 chances are a few of these billions will trickle down to Huntington's machinery So let's check that 👀"  
[X Link](https://x.com/InvestiBrew/status/1979657160499011877) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-18T21:13Z 3769 followers, XX engagements


"2. $XX billion That's how much has been spent roughly on aircraft carriers alone this year Chances are tensions between the US and China (not to mention the Middle East and Russia) These budgets could increase as aircraft carriers are always the first line of pressure in these conflicts We've seen $BA $LMT do well so why couldn't $HII"  
[X Link](https://x.com/InvestiBrew/status/1979657163221221573) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-18T21:13Z 3769 followers, XX engagements


"3. Management is already hinting at new highs for $HII With $XXXX billion new orders this quarter alone and a total backlog of $XXXX billion now Huntington has a very strong path to cash conversion here More than tat AI implementation can shorten the delivery time and boost margins as well That's better EPS and a higher stock price"  
[X Link](https://x.com/InvestiBrew/status/1979657166056530090) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-18T21:13Z 3767 followers, XXX engagements


"Well they have invested over $X trillion in these data centers and AI infrastructure so far The return $XX billion. So I guess that $XXX million loss for $ORCL is only the beginning of the end or maybe the end of the beginning Either way we all know $NVDA is right in the heart of it ☕"  
[X Link](https://x.com/InvestiBrew/status/1979658066149736595) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-18T21:17Z 3769 followers, 1400 engagements


"$HOOD selling down to XX% of its 52-week high is a great area to consider it if you're a bull This is typically where big money is exchanged same goes for exchanges like $SPY $QQQ and other big asset classes An extended $VIX cycle on the upside could help them reel in millions in fees from futures and options trading Sponsored by gamblers ☕"  
[X Link](https://x.com/InvestiBrew/status/1979661480921354304) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-18T21:30Z 3767 followers, 1487 engagements


"$VIX back above XX% $KRE selling off into correction territory now (Financials always lead the way lower on $XLF) If you read our thread about $GS earnings why the stock sold off despite a strong quarter Then you understand everything that's coming out of financials is typical late-cycle behavior ☕"  
[X Link](https://x.com/InvestiBrew/status/1979662063539523699) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-18T21:33Z 3769 followers, XXX engagements


"$ZION just reported earnings after falling more than XX% from highs $KRE is at real risk or so is the market trying to tell us Here's the only thing I saw spelling trouble for this bank: - Commercial & Industrial loans (C&I) charge-offs jumping to XXXX% or $XX million These are up by $XX million on the year Maybe time to look at some commercial or warehousing REITs ☕"  
[X Link](https://x.com/InvestiBrew/status/1980392573735686158) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T21:55Z 3768 followers, XXX engagements


"@themarketear After today's $GC $GLD gold selloff Chances are retail will buy this dip once again There's a real "number go up" narrative happening in this commodity and $SPY $QQQ stocks as well Margin debts are at all-time highs for the average brokerage account And that can't end well ☕"  
[X Link](https://x.com/InvestiBrew/status/1980658673019175243) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-21T15:33Z 3768 followers, XXX engagements


"Evercore analysts downgrade homebuilders in the $XHB space - $DHI down X% - $TOL down XXX% - $KBH down XXX% - $PHM down XXX% Just last Friday we initiated our short coverage on the space after an unexpected PMI shift Building permits & starts in the toilet cap rates still too high to start building out ☕"  
[X Link](https://x.com/InvestiBrew/status/1975668751375925570) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-07T21:05Z 3768 followers, XXX engagements


"@KobeissiLetter We've entered the tariff war wheel once again $SPY $QQQ not reacting nicely to the news But $IVE / $IVW spreads aren't rallying on this maybe due to $DXY dollar rally Either way it looks like complacency for higher stock prices is still at all-time highs ☕"  
[X Link](https://x.com/InvestiBrew/status/1976668751618847127) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-10T15:18Z 3769 followers, 10.3K engagements


"Will we have another TACO trade on $SPY $QQQ dipping Trump threatens new China tariffs on rare earth metals tightening As long as $IVE / $IVW spreads don't spike I'd see this as a TACO dip Otherwise it could be the start of a very long drawdown with equity risk premiums widening On metals I'd expect more government buying of $ALB $LAC and others $TLT $TNX bonds rallying is another warning of risk-off ☕"  
[X Link](https://x.com/InvestiBrew/status/1976671870318412238) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-10T15:31Z 3769 followers, XXX engagements


"Copper and $CL crude oil not following $GC gold means one thing The $SPY $QQQ all-time high valuations are driven by P/E expansion and not actual EPS growth Markets arent buying the GDP growth story besides spending and inflation $IVE / $IVW spreads falling more each time without an energy rally confirms ☕"  
[X Link](https://x.com/InvestiBrew/status/1978088363308585240) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-14T13:19Z 3767 followers, XXX engagements


"I was surprised to see $GS fall on a good overall quarter XX% growth on investment banking fees is not bad at all But here's a couple points: - Underwriting activity is typical of a late cycle theme - Wealth management clients are also acting like this is a late cycle We can all agree $SPY $QQQ have diminishing EPS growth forecasts overall not supportive of all-time high valuations here Massive tail risk ☕"  
[X Link](https://x.com/InvestiBrew/status/1978283524768530737) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T02:15Z 3769 followers, XXX engagements


"$SPY $QQQ volatility readings were above 5yr averages for less than five days on the Trump China tweet Last time we had a normal 20-30 day period of $VIX seasonality as October 2022 This complacency to buy the dip behind a "stocks only go up" narrative can be dangerous if this theme comes back ☕"  
[X Link](https://x.com/InvestiBrew/status/1979663349915717762) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-18T21:38Z 3767 followers, XXX engagements


"$CL crude is one of the most hated commodities now And that makes it attractive But it absolutely does signal recession odds are higher than most would make it out to be Its decoupling from falling $IVE / $IVW spreads is not normal behavior Markets know EPS headwinds are here for $SPY $QQQ ☕"  
[X Link](https://x.com/InvestiBrew/status/1979919091033850204) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-19T14:34Z 3767 followers, XX engagements


"$CL crude is one of the most hated commodities now And that makes it attractive But it absolutely does signal recession odds are higher than most would make it out to be Its decoupling from falling $IVE / $IVW spreads is not normal behavior Markets know EPS headwinds are here for $SPY $QQQ ☕"  
[X Link](https://x.com/InvestiBrew/status/1979919140983837022) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-19T14:34Z 3767 followers, XXX engagements


"Everyone is buying the $SPY $QQQ dips like there's no tomorrow This "stocks only go up" narrative never ends well Meanwhile liquidity is quickly tightening in $TLT $TNX yield curves and overnight rates Then you have margin debts at all-time high (1929) Don't waste a good crisis to become rich take our advice Tomorrow's newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1980050075737878588) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-19T23:15Z 3767 followers, XXX engagements


"@themarketear I mean with leveraged single name ETFs This makes absolute sense as a de-risking play for $SPY $QQQ all-time high valuations These ETFs are leveraging $NVDA $AMD $ORCL and others on the OpenAI deal boom No wonder margin debt is at an all-time high as well ☕"  
[X Link](https://x.com/InvestiBrew/status/1980273271468937317) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T14:01Z 3769 followers, XXX engagements


"@MikeZaccardi Crazy that Japan is still seen as riskier than China is Even after the rallies in $MCHI $FXI $BABA Hard to tell where the valuations can head to from here but hey China is an economic miracle in the sense that it hasn't blown up yet ☕"  
[X Link](https://x.com/InvestiBrew/status/1980275545964265598) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T14:10Z 3769 followers, XXX engagements


"$BYDDF was one of Buffett's holdings for $BRK.A He's just sold out and I don't know what to think of it Maybe it's patriotism in the middle of this US / China feud But honestly the cars are amazing and the EU LATAM expansion is just off the chain Plus its association to $SQM for better lithium deals ☕"  
[X Link](https://x.com/InvestiBrew/status/1970261283967480267) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-22T22:57Z 3768 followers, XXX engagements


"How to make XX% in one quarter Theres a million ways to do it but this is my favorite You can beat the $SPY $QQQ while being completely neutral in a long/short equity strategy This one is ready to go on $LSTR / $CNI Dont miss it (link in the reply) ☕"  
[X Link](https://x.com/InvestiBrew/status/1977483856170078490) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-12T21:17Z 3768 followers, 1683 engagements


"I like $HIMS as a business and the fundamentals sure looked (look) great as a compound multi-bagger But this is definitely not a good look for the company if the CEO is already jumping ship Is the Ozempic weight loss bubble bursting now More importantly will $NVO be brought down as well ☕"  
[X Link](https://x.com/InvestiBrew/status/1978972637608005735) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T23:53Z 3768 followers, XXX engagements


"@BourbonCap $NU is a great multi-bagger potential here Especially if they expand into Argentina now that the US is bailing them out with $XX billion to begin with. A sooner payoff could be had in $TEO $BBAR ☕"  
[X Link](https://x.com/InvestiBrew/status/1979660703578628178) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-18T21:27Z 3768 followers, XXX engagements


"This is exactly why I say a 15-20% selloff on $SPY $QQQ could trigger margin calls As it did during liberation day this year Only then collateral was met we always retest those XX% discount areas 2-3 times before we really see where money wants to go ☕"  
[X Link](https://x.com/InvestiBrew/status/1979920090662363295) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-19T14:38Z 3768 followers, XXX engagements


""More than one cockroach" Is what $JPM CEO Jamie Dimon said last week And with $GS $WFC $C banking stocks falling into correction along with the $KRE Liquidity costs are definitely spiking to prove him right Question is how does all of this blow up for $SPY $QQQ This morning's newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1980247124978622922) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T12:18Z 3768 followers, XXX engagements


"Direct indication of recession We have $GC gold rallying without $CL crude following nor copper More importantly we have $IVE / $IVW spreads falling without an energy rally either That broken relationship means markets aren't buying the growth story behind $SPY $QQQ and their all-time high multiples ☕"  
[X Link](https://x.com/InvestiBrew/status/1980276325769412939) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T14:14Z 3768 followers, XXX engagements


"@zerohedge $CRWD moment XXX $AMZN is not even down on the news so I guess they must have it under control right ☕"  
[X Link](https://x.com/InvestiBrew/status/1980279565621903809) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T14:26Z 3768 followers, XXX engagements


"@zerohedge The question is whether it's falling for the wrong reasons We have seen SOFR go up since 2022 and the $TLT $TNX yield curve steepen as well Maybe this fall has to do with the credit tightening and cockroaches mentioned by $JPM ☕"  
[X Link](https://x.com/InvestiBrew/status/1980279883424006464) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T14:28Z 3768 followers, 1223 engagements


"2. When we gave you this stock at $8-$10 per share Most burned us because $CLF had a forward P/E that was way too high for their liking That's why retail always misses out on these big moves Markets saw this improvement coming so they bid valuations higher Why this happens is explained in Day X of this Free 5-Day Email Crash Course Sign up below for your first lesson Now back to Cleveland Cliffs"  
[X Link](https://x.com/InvestiBrew/status/1980365121718223350) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T20:06Z 3768 followers, XX engagements


"The wood products industry is consolidating $RYN just bought $PCH for $XXX billion With tariffs set to support domestic lumber prices chances are this bet is on EPS expansion If you read our latest newsletter then you know we expect to see XX% EPS growth in the space for the next XX months Getting us into a long/short idea in $WY / $JCI Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1978129651911295351) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-14T16:03Z 3768 followers, XXX engagements


"@KobeissiLetter Chances are retailers will buy this $GC $GLD dip right now The "number go up" narrative is at all-time high complacency along with margin debts for the average brokerage account Won't end well this is exactly what 1929 was all about in $SPY $QQQ stocks ☕"  
[X Link](https://x.com/InvestiBrew/status/1980659007439429890) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-21T15:34Z 3768 followers, 4385 engagements


"$NVTS popped by over XX% yesterday after announcing it will supply $NVDA with gallium nitride and silicon carbide Companies that rallied because of their association to $BTC Bitcoin are really not that different from this Just sign a deal with NVIDIA or OpenAI and you got yourself a face-ripping rally ☕"  
[X Link](https://x.com/InvestiBrew/status/1980661446506696828) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-21T15:44Z 3768 followers, XXX engagements


"$CROX is starting a campaign with Sydney Sweeney Will the $AEO run repeat ☕"  
[X Link](https://x.com/InvestiBrew/status/1976275448587047044) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T13:15Z 3769 followers, XXX engagements


"@zerohedge Get ready for a rally in Argentinian stocks $TEO $BBAR and others ☕"  
[X Link](https://x.com/InvestiBrew/status/1978497642658218362) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T16:26Z 3769 followers, XXX engagements


"Being net long or net short in this $SPY $QQQ market is severely irresponsible We have $GC gold rallying without copper and $CL crude oil to follow Also a broken relationship between Crude and $IVE / $IVW spreads That only happens when inflation is expected without any real economic growth AKA today ☕"  
[X Link](https://x.com/InvestiBrew/status/1979653404008837182) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-18T20:58Z 3768 followers, XXX engagements


"Our $14-$17 target on $CLF is coming to fruition Gave you this stock at $XX and suggested it could go to $X for a great R/R opportunity Still some upside here from what it looks like ☕"  
[X Link](https://x.com/InvestiBrew/status/1980274373203263714) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T14:06Z 3768 followers, XXX engagements


"Something odd is happening to credit markets $JPM says there is a cockroach problem in the market $KRE is down into correction territory SOFR rates saw a very weak auction as $TLT $TNX yield curves steepen Liquidity is tightening and the $SPY $QQQ seem to not care one bit ☕"  
[X Link](https://x.com/InvestiBrew/status/1980290338876277012) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T15:09Z 3768 followers, XXX engagements


"@TheMaverickWS Maybe the AWS outage today has to do with that $NVDA $ORCL mafia on OpenAI Who knows The "stocks only go up" narrative is still alive and strong with all-time high complacency ☕"  
[X Link](https://x.com/InvestiBrew/status/1980304670376808548) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T16:06Z 3768 followers, 1787 engagements


"Sheep get slaughtered I think we can all agree there are a lot of sheep in the $XLK tech sector buying any and all dips for $AMZN $ORCL $NVDA and other Mag X names The wolves are having a feast in a really unsexy part of the market $XLB $XLI materials and industrials $CLF just showed us why big money is flowing there with a XX% rally today Here's what drove the stock higher 🧵☕"  
[X Link](https://x.com/InvestiBrew/status/1980365117083791514) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T20:06Z 3768 followers, XXX engagements


"3. A massive P/E premium was justified by above-average EPS growth rates on $CLF We broke this down for you inside an older newsletter post (link in bio) And here's the biggest difference: - While you avoided this stock due to its premium and missed out - State Street was buying up a multi-million dollar stake to own XXX% of the entire steelmaker As it stands today Cleveland Cliffs carries a forward PEG of 0.8x Meaning its future EPS growth is still XX% undervalued So I guess don't sell yet ()"  
[X Link](https://x.com/InvestiBrew/status/1980365123421175908) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T20:06Z 3769 followers, XXX engagements


"@thexcapitalist With margin debts at all-time highs right now It seems like $SPY $QQQ is going through a "stocks only go up" narrative similar to 1929 having people bet the ranch on the markets Let's see where this ends up ☕"  
[X Link](https://x.com/InvestiBrew/status/1980393105552732414) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T21:58Z 3768 followers, XXX engagements


"@MikeZaccardi The margin betting on $GC gold is definitely a threat here Another decline like this and we're likely going to see a bunch of margin calls come in ☕"  
[X Link](https://x.com/InvestiBrew/status/1980654195419279844) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-21T15:15Z 3768 followers, XX engagements


"$XLY EPS volatility is scaring investors away Goldman Sachs just turned bullish on the sector One of my top picks in retail and discretionary is $ONON here $LULU might be a good area to buy here as well ☕"  
[X Link](https://x.com/InvestiBrew/status/1979171154720944412) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-17T13:02Z 3768 followers, XXX engagements


"@Barchart This is exactly why I say a 15-20% selloff on $SPY $QQQ could trigger margin calls As it did during liberation day this year Only then collateral was met we always retest those XX% discount areas 2-3 times before we really see where money wants to go ☕"  
[X Link](https://x.com/InvestiBrew/status/1979920028368539879) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-19T14:38Z 3768 followers, XXX engagements


"So the largest hyperscaler in the US $AMZN is having a $CRWD moment this morning And the stock is still up over 1%. Tell me the "stocks only go up" sentiment is at all-time highs without telling me ☕"  
[X Link](https://x.com/InvestiBrew/status/1980280965827342640) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T14:32Z 3768 followers, XXX engagements


"1. Bears thought they had it made when $CLF reported volume and revenue declines this quarter But More than revenue numbers how the company makes its revenue matters And Cleveland Cliffs is reporting several multi-year contracts with major automotive OEMs in the US I guess you can thank Trump's tariffs for that These contracts are still new but the company's liquidity jumped to $XXX billion to remain nimble and ready for any unforeseen changes in policy 💸"  
[X Link](https://x.com/InvestiBrew/status/1980365119738569096) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T20:06Z 3768 followers, XX engagements


"This Long/Short Equity trade is up over XX% since we pitched it Long $LSTR / Short $CNI With $JBHT rallying over XX% in a month after earnings I think this quarter can bring a similar (if not better) reaction to Landstar See you there ☕"  
[X Link](https://x.com/InvestiBrew/status/1980366568711508475) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T20:12Z 3768 followers, XXX engagements


"With margin debts at all-time highs right now It seems like $SPY $QQQ is going through a "stocks only go up" narrative similar to 1929 having people bet the ranch on the markets Let's see where this ends up ☕"  
[X Link](https://x.com/InvestiBrew/status/1980393148074385633) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-20T21:58Z 3768 followers, XXX engagements


"The $RDDT crowd is back at it again Today it's $BYND that broke the scale in a XX% rally Same playbook as COVID Think of rate cuts as time to start betting the ranch on something they don't really understand ☕"  
[X Link](https://x.com/InvestiBrew/status/1980660116132405278) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-21T15:39Z 3768 followers, XXX engagements


"@BourbonCap We gave $ISRG at $XXX in our newsletter Everyones flipping out of their minds right now 🤝 Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1980742711289475131) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-21T21:07Z 3768 followers, XXX engagements