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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, spy, stocks the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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

- X Week XXXXXX +13%
- X Month XXXXXXX +59%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +566%

### 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 +26%
- X Month XXX +26%
- X Months XXXXX -XX%
- X Year XXXXX +163%

### 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 +0.67%
- X Month XXXXX +4.10%
- X Months XXXXX +31%
- X Year XXXXX +398%

### 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)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #7656 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [celebrities](/list/celebrities)  XXXX% [musicians](/list/musicians)  XXXX%

**Social topic influence**
[$spy](/topic/$spy) #63, [$qqq](/topic/$qqq) #22, [spy](/topic/spy) #268, [stocks](/topic/stocks) #2866, [alltime](/topic/alltime) #116, [$gc](/topic/$gc) #4, [qqq](/topic/qqq) #28, [$cl](/topic/$cl) #14, [$isrg](/topic/$isrg) #39, [$ive](/topic/$ive) #1

**Top accounts mentioned or mentioned by**
[@zerohedge](/creator/undefined) [@kobeissiletter](/creator/undefined) [@mikezaccardi](/creator/undefined) [@barchart](/creator/undefined) [@thexcapitalist](/creator/undefined) [@themarketear](/creator/undefined) [@bourboncap](/creator/undefined) [@swingtraderq](/creator/undefined) [@i3invest](/creator/undefined) [@ste81968](/creator/undefined) [@tictoctick](/creator/undefined) [@qualityinvest5](/creator/undefined) [@george999966](/creator/undefined) [@breadddman](/creator/undefined) [@jimcramer](/creator/undefined) [@koyfincharts](/creator/undefined) [@dividenddudex](/creator/undefined) [@investinassets](/creator/undefined) [@wagiecapital](/creator/undefined) [@joshyoung1](/creator/undefined)

**Top assets mentioned**
[SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [GrabCoinClub (GC)](/topic/$gc) [Colgate-Palmolive Company (CL)](/topic/$cl) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [SPDR GOLD ETF (GLD)](/topic/$gld) [Weyerhaeuser Co (WY)](/topic/$wy) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [NVIDIA Corp. (NVDA)](/topic/$nvda) [PulteGroup, Inc. (PHM)](/topic/$phm) [Lennar Corporation (LEN)](/topic/$len) [Landstar System Inc (LSTR)](/topic/$lstr) [Canadian National Railway (CNI)](/topic/$cni) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Intel Corporation (INTC)](/topic/$intc) [D R Horton Inc (DHI)](/topic/$dhi) [Goldman Sachs (GS)](/topic/goldman-sachs) [Netflix Inc (NFLX)](/topic/$nflx) [JPMorgan Chase (JPM)](/topic/$jpm) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Boeing Co (BA)](/topic/$ba) [Toll Brothers, Inc. (TOL)](/topic/$tol) [Effect.AI (EFX)](/topic/$efx) [Telecom Argentina S.A. (TEO)](/topic/$teo) [GammaSwap (GS)](/topic/$gs) [Alibaba Group (BABA)](/topic/$baba) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [KB Home (KBH)](/topic/$kbh) [Suncor Energy, Inc. (SU)](/topic/$su) [Vixco (VIX)](/topic/$vix) [Transocean LTD. (RIG)](/topic/$rig) [Hippo Protocol (HP)](/topic/$hp) [Limitus (LMT)](/topic/$lmt) [Beyond Meat, Inc. (BYND)](/topic/$bynd) [Equity Residential (EQR)](/topic/$eqr) [Camden Property Trust (CPT)](/topic/$cpt) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Rayonier Inc. (RYN)](/topic/$ryn) [PotlatchDeltic Corporation Common Stock (PCH)](/topic/$pch) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Cream (CRM)](/topic/$crm) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NuCypher (NU)](/topic/$nu) [Wells Fargo & Co (WFC)](/topic/$wfc) [Advanced Micro Devices (AMD)](/topic/$amd)
### Top Social Posts [#](/creator/twitter::1786191198668947456/posts)
---
Top posts by engagements in the last XX hours

"If this breakdown helped Ill show you the system behind it Our free 5-day email crash course is a short punchy walk-through of how I build ideas like this $FICO setup step by step What youll get: - Our top-down approach for industry selection - Bottom-up stock selection for best alpha opportunities - A Long/Short Equity foundation so you can hedge your book It's not enough to match the $SPY $QQQ you must beat it This helps you get there"  
[X Link](https://x.com/InvestiBrew/status/1976327018745589925) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T16:40Z 3769 followers, XXX 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 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


"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 3769 followers, 1533 engagements


"Mentions of an AI bubble have been on the rise with many publishers It makes sense to be concerned after seeing what $NVDA $ORLC $AVGO and now $CRM are doing with OpenAI But There's one way to keep exposure to the boom without being irresponsible And that's $TSM Let's break down today's earnings and what they mean for the future of the stock 🧵☕"  
[X Link](https://x.com/InvestiBrew/status/1978912928435966255) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T19:56Z 3769 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 3774 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 3769 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 3773 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 3771 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


"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 3772 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 3773 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 3778 followers, XXX engagements


"Been across Europe for most of 2025 For every one $TSLA vehicle I see (rare) I pretty much see X $BYDDF I've had the chance to drive both and let me tell you BYD is kicking Tesla's butt in pretty much every metric Buffett liked it for a reason ☕"  
[X Link](https://x.com/InvestiBrew/status/1965044627930788082) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-08T13:28Z 3778 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 3779 followers, XXX engagements


"US Building permits down XXX% on the month Down XXX% on the year At this level they are now breaking below a long-term average sustainability output In other words $XHB $PHM $LEN homebuilders are going into a depression state ☕"  
[X Link](https://x.com/InvestiBrew/status/1970844489896915160) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-24T13:35Z 3779 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 3779 followers, XXX engagements


"$XHB names down by X% on average today This was the writing on the wall as building permits have crossed deep into this depressive state Go ahead check the price action on $PHM $DHI $LEN $KBH Idea-generation is not easy but it's simple ☕"  
[X Link](https://x.com/InvestiBrew/status/1975669212179013980) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-07T21:07Z 3779 followers, XXX 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 3779 followers, XXX engagements


"3. Valuation is the tell $XLE Sector headline P/E is skewed by outliers But Its still stunning that $SU sits near XXXX while Street models show EPS almost doubling ($0.51 $XXXX by Q3 25) Even a modest rerate plus that earnings delta pushes you into big-boy total return math quickly Consensus price target: $XX about +57.5% from here We just posted a newsletter on us going bullish in oil stocks and the reasons why At the same time Warren Buffett just bought OxyChem off $OXY in a vote of confidence into this undervalued thesis That BIG jump in call options it no coincidence Watch Suncor very"  
[X Link](https://x.com/InvestiBrew/status/1976027873682047169) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-08T20:52Z 3778 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 3780 followers, 1228 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 3780 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 3779 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 3780 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 3775 followers, 1734 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 3780 followers, XXX 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 3779 followers, 1025 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 3779 followers, 1880 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 3779 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 3779 followers, 3501 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 3777 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 3777 followers, XXX engagements


"Just built an entire valuation model for $ADBE Our WhatsApp Deal Room members just got it entry and exit targets along with valuation scenarios This is what investment bankers taught me at Goldman Sachs And I'm giving you X days free access to it Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1978851431856619869) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T15:52Z 3775 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 3780 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 3778 followers, 1833 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 3779 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 3778 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 3779 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 3779 followers, XXX 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 3779 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 3779 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/1979919140983837022) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-19T14:34Z 3779 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 3778 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 3774 followers, 1228 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 3774 followers, XXX 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 3778 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 3778 followers, XX 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 3778 followers, XX 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 3777 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 3779 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 3776 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 3776 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 3783 followers, XXX engagements


"$HII up nearly X% since this tweet $LMT and $NOC raised their guidance in a big way during their earnings release I guess the $XX billion in government spending going to aircraft carriers is going to help Huntington in the coming quarters ☕"  
[X Link](https://x.com/InvestiBrew/status/1980994260473364911) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T13:46Z 3783 followers, XXX engagements


"@KobeissiLetter I get the chip stakes But this quantum computing stake in $RGTI seems like just burning cash for the hell of it ☕"  
[X Link](https://x.com/InvestiBrew/status/1981169967816200691) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-23T01:25Z 3783 followers, 8860 engagements


"1. Congress was buying $ISRG into earnings knowing a couple of things explained by its premium: - Clearance from the FDA into their Ion lung capacity products was coming - This doesn't fit the $XLV selloff from GLP-1s - Clearance to expand into EU and Japan The funny thing is they also bought at the lows when we started pitching this stock But most were confused as to why we would go in big on a stock trading at such a high multiple"  
[X Link](https://x.com/InvestiBrew/status/1981070984070230333) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T18:51Z 3785 followers, XX engagements


"@JaguarAnalytics Love to see complacency falling out of the market We still have record margin debts for the average brokerage account so I guess theres going to be some pain in the coming months 1929 topped by 1998 is what this feels like ☕"  
[X Link](https://x.com/InvestiBrew/status/1981078576964190703) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T19:21Z 3785 followers, 3638 engagements


"Value investing is great and all But We're faster. Just ask our deal room members how long it took them to see a big payoff on $ISRG Or how a XX% day in $BE could have made your entire month Even $CLF brought home the bacon this quarter. Here's how we break down deals the same way they do at Goldman Sachs This morning's newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1981332274789437741) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-23T12:10Z 3785 followers, XXX engagements


"Dividend income isn't always the most attractive outcome But Rate cuts into high inflation = a 1974-style setup If that plays out real assets financials (not $SPY $QQQ) My REIT barbell for income + upside: $O (monthly payer) XXXX% yield; eyeing $66B in 2025 deals; Street $XX PT $EQR (multi-family) XXXX% yield; locked housing pushes renters; Street $XXXXX PT (+18.6%) $CPT (Sunbelt) XXXX% yield; cyclical kicker; Barclays $XXX PT (+23%) Cyclically high dividend yields mean underlying property values are compressed That's there the upside comes from in this portfolio ☕"  
[X Link](https://x.com/InvestiBrew/status/1975253174362767593) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-06T17:33Z 3782 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 3782 followers, XXX 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 3782 followers, XXX 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 3785 followers, XXX 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 3785 followers, 2128 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 3783 followers, XXX engagements


"$SIX is up big this week on new activist investor announcement Looks like the Sydney Sweeney playbook on $AEO only this time tied to Kelce and Taylor Swift These parks have definitely declined as far as experiences and demographics go Let's see if they can effect some positive change ☕"  
[X Link](https://x.com/InvestiBrew/status/1980992437037486431) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T13:39Z 3783 followers, XXX engagements


"Okay so the reason why $NFLX dumped this much is due to a Brazilian tax issue Which all bankers know is a non-recurring and non-core item in the business Adding that back would have made for a great quarter I think this could be a good dip buy Now $1140 ☕"  
[X Link](https://x.com/InvestiBrew/status/1980993568601993308) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T13:44Z 3783 followers, 2528 engagements


"Central banks are on pace to hold more $GC $GLD gold than $DXY dollars Of course the largest share of this shift is coming out of China Which might be building up its currency in case they need collateral for more stimulus / a de-peg to the dollar comes in Either way it's a vote of no confidence on $TLT $TNX bond stability And it makes sense the US is in a recession ☕"  
[X Link](https://x.com/InvestiBrew/status/1980996386200990087) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T13:55Z 3783 followers, XXX engagements


"@KobeissiLetter Retail will take this as a signal to buy more $GLD $GC gold because "mean reversion" Margin debts are at all-time highs and so is the complacency for a "stocks only go up" narrative Not a great mix for the $SPY $QQQ ☕"  
[X Link](https://x.com/InvestiBrew/status/1980998660260577668) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T14:04Z 3785 followers, 6881 engagements


"@Barchart This should tell you all you need to know about where margin levels are Too high Debts are at all-time highs in fact and any unforeseen whipsaw in the $SPY $QQQ is going to have a mass effect on investor psychology We know most are now losing their shirts on $GC $GLD gold ☕"  
[X Link](https://x.com/InvestiBrew/status/1981063011122237667) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T18:20Z 3785 followers, XXX engagements


"The edge in $ISRG may be gone after this earnings rally But less than a month ago this was a high conviction play for us FDA clearance EU and Japanese expansion and a massive premium compared to peers in the $XLV healthcare sector This all made for the perfect storm And why we bought it at $XXX 🧵☕"  
[X Link](https://x.com/InvestiBrew/status/1981070980614135837) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T18:51Z 3785 followers, XXX engagements


"This free 5-day email course is our framework to turn catalysts (like earnings FDA approvals earnings quality) into entries that deliver BIG returns $ISRG is just one of them we have a dozen more deals live on the table right now Not to mention our long/short strategy giving us XX% in one month on a trade like $LSTR / $CNI Sign up for your first lesson tomorrow and by Day X you will be ahead of XX% of retail traders ☕"  
[X Link](https://x.com/InvestiBrew/status/1981070994287603736) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T18:51Z 3783 followers, XXX engagements


"Banks pay hundreds of thousands of dollars to equity research analysts to do this I'm giving you my breakdown of $ISRG pre-earnings for free Also You will be signed up to get our next breakdown of opportunities within $SPY $QQQ despite $NFLX selling off and $GC $GLD gold acting weird Tomorrow's newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1981130804483727595) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T22:49Z 3783 followers, XXX engagements


"There's $BYND Anthropic $CRWV acquisitions All while margin debts are at all-time highs $SPY $QQQ has become a speculative vehicle at this point carried by shady EPS assumptions on the Mag X This is a mix between 1929 and 1998 on the market side Then a mix of 1974 and 2019 on the economic side ☕"  
[X Link](https://x.com/InvestiBrew/status/1981133058909548816) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T22:58Z 3785 followers, 8755 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) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T23:02Z 3783 followers, XXX engagements


"This is exactly how long / short equity ideas work And how Goldman Sachs traders come up with them ☕"  
[X Link](https://x.com/InvestiBrew/status/1981134181540446351) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T23:02Z 3783 followers, XXX engagements


"The key question is whether we will see more demand coming through If $CL crude oil can pop this much on one single piece of news it should be a tell of exposure into how low inventories are today $IVE / $IVW spreads have broken their relationship to oil which means markets aren't really buying the whole GDP growth story A tail risk for $SPY $QQQ stocks depending on affluent spending and AI investment for their valuations ☕"  
[X Link](https://x.com/InvestiBrew/status/1981357071871152206) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-23T13:48Z 3783 followers, XXX engagements


"Retail is just buying any and all dips on $SPY $QQQ and even $GC $GLD gold With margin debts at all-time highs as well I don't think this will end well for the average pajama trader ☕"  
[X Link](https://x.com/InvestiBrew/status/1981358819419496861) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-23T13:55Z 3785 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 3780 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 3780 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 3781 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 3781 followers, 1856 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 3781 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 3782 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 3780 followers, 4813 engagements


"2. This moat is clear in the underlying financials - $FICO has an XX% gross margin - $EFX carries a much lower XX% Markets vote with multiples and money Even after the wobble FICO trades at XXXX P/E vs Equifax at XXXX Premiums persist when investors believe cash flows are higher quality longer duration and harder to disrupt Street posture mirrors that: $FICO consensus $2130 implies XX% upside; Barclays $2400 case bakes in faster monetization of the direct model Institutions are leaning in: $2.5B of net buys last quarter; AllianceBernstein +16.1% to $387.4M There's a reason why it's more"  
[X Link](https://x.com/InvestiBrew/status/1976327016627474735) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T16:40Z 3781 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 3783 followers, XXX engagements


"Yet we're well within XX% of all-time highs Why would investors be scared Two reasons: X. Margin debts at all-time high for $SPY $QQQ X. People on edge with this "stocks only go up" narrative $VIX still has a 20-30 day higher seasonality pending So I guess everyone's starting to sweat ☕"  
[X Link](https://x.com/InvestiBrew/status/1981014658547913140) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T15:07Z 3781 followers, 1803 engagements


"@BourbonCap $HIMS still trades among the top forward P/Es for its peer group save for $PRVA However it is now at XX% of 52-week highs while the rest of these comps are over XX% I think the time to buy the dip is coming soon ☕"  
[X Link](https://x.com/InvestiBrew/status/1981065624051994899) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T18:30Z 3782 followers, XXX engagements


"3. This is exactly what I explain inside our WhatsApp Deal Room You can grab X days free in the link in our bio ($50/mo after cancel any time) If you can find a reason behind a stock's premium then you expose yourself to rallies like $ISRG and selloffs like $NFLX this week Look at this: - Price / FCF at 140.8x - EV / EBITDA at 34.9x - P/E at 51.5x While others in $XLV like $SYK $BSX $ABT and $MDT traded well below"  
[X Link](https://x.com/InvestiBrew/status/1981070986708422920) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T18:51Z 3781 followers, XX engagements


"@zerohedge All I know is that $JCI is heavily dependent on government projects Which could likely be postponed or outright cancelled from this shutdown Short ☕"  
[X Link](https://x.com/InvestiBrew/status/1981133267375153272) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T22:59Z 3781 followers, XXX engagements


"@Breadddman This is when long/short equities will begin to outperform So yes it is my favorite haha ☕"  
[X Link](https://x.com/InvestiBrew/status/1981455221533347936) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-23T20:18Z 3782 followers, XX 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 3783 followers, XXX 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 3783 followers, XXX engagements


"Inside our WhatsApp Deal Room We pitched $ISRG as a strong buy when it was only $XXX per share In less than a month the stock shot up to $XXX on earnings as was laid out in our catalyst table We have other deals working which are collectively up over XX% You can join with X days free ($50/mo after) in the link in our bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1980750492067078244) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-21T21:38Z 3783 followers, XXX engagements


"4. Even though the company was "overvalued" Keeping our assumptions in place for its future finances revealed something interesting This is a $XXX stock in the worst case and a $XXX stock in the best case So at $XXX $ISRG was a clear steal And you're just now seeing the fruits of this analysis"  
[X Link](https://x.com/InvestiBrew/status/1981070990869438586) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-22T18:51Z 3783 followers, XXX engagements


"With the Fed cutting into X% inflation and all-time high valuations on $SPY $QQQ There is going to be a super cycle in real assets where $GC $GLD gold has already had the bulk of the action But then will come real estate you're right if you can't afford anything now then you may never be able to ☕"  
[X Link](https://x.com/InvestiBrew/status/1981398786841751672) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-23T16:34Z 3785 followers, XXX engagements


"Crazy good move on $INTC over the past two quarters We started pitching this stock at around $XX in our newsletter and private Deal Room chat Even though it is still a "crappy" company on the fundamental side the reason is now clear as to why there was a massive forward P/E premium on it ☕"  
[X Link](https://x.com/InvestiBrew/status/1981457706994286643) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-23T20:28Z 3785 followers, XXX engagements