# ![@LoveAndMoney15 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4415121075.png) @LoveAndMoney15 Love & Money

Love & Money posts on X about vix, $vix, ai, $orcl the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::4415121075/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4415121075/c:line/m:interactions.svg)

- [--] Week [-----] -52%
- [--] Month [------] +220%
- [--] Months [------] +110%
- [--] Year [-------] +48%

### Mentions: [--] [#](/creator/twitter::4415121075/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4415121075/c:line/m:posts_active.svg)

- [--] Month [--] -60%
- [--] Months [---] +109%
- [--] Year [---] +16%

### Followers: [---] [#](/creator/twitter::4415121075/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4415121075/c:line/m:followers.svg)

- [--] Week [---] +0.17%
- [--] Month [---] +4.50%
- [--] Months [---] -1.80%
- [--] Year [---] +29%

### CreatorRank: [---------] [#](/creator/twitter::4415121075/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4415121075/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  100% [stocks](/list/stocks)  48% [technology brands](/list/technology-brands)  10% [cryptocurrencies](/list/cryptocurrencies)  10% [countries](/list/countries)  8% [financial services](/list/financial-services)  5% [musicians](/list/musicians)  3% [automotive brands](/list/automotive-brands)  2% [celebrities](/list/celebrities)  2% [luxury brands](/list/luxury-brands)  1%

**Social topic influence**
[vix](/topic/vix) 17%, [$vix](/topic/$vix) 16%, [ai](/topic/ai) 9%, [$orcl](/topic/$orcl) 8%, [stocks](/topic/stocks) 7%, [the first](/topic/the-first) 6%, [$apo](/topic/$apo) 5%, [$spy](/topic/$spy) 5%, [in the](/topic/in-the) 4%, [business](/topic/business) 4%

**Top accounts mentioned or mentioned by**
[@ericjackson](/creator/undefined) [@saxenapuru](/creator/undefined) [@emzanotti](/creator/undefined) [@kevinprichar](/creator/undefined) [@botbgone](/creator/undefined) [@buccocapital](/creator/undefined) [@mikealfred](/creator/undefined) [@irbezek](/creator/undefined) [@mrneutralman](/creator/undefined) [@qcapital2020](/creator/undefined) [@ryandetrick](/creator/undefined) [@zerohedge](/creator/undefined) [@grok](/creator/undefined) [@hedgiemarkets](/creator/undefined) [@leylakuni](/creator/undefined) [@bobsteinft](/creator/undefined) [@chadfelixg](/creator/undefined) [@3yearletterman](/creator/undefined) [@nfl](/creator/undefined) [@leevalueroach](/creator/undefined)

**Top assets mentioned**
[Vixco (VIX)](/topic/$vix) [Oracle Corporation (ORCL)](/topic/$orcl) [Apollo Global Management, Inc. (APO)](/topic/$apo) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Novo-Nordisk (NVO)](/topic/$nvo) [Prologis Inc (PLD)](/topic/$pld) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [DisChain (DIS)](/topic/$dis) [Applied Digital Corp. (APLD)](/topic/$apld) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Eli Lilly and Company (LLY)](/topic/$lly) [DIA (DIA)](/topic/$dia) [Now Coin (NOW)](/topic/$now) [Snowflake Inc. (SNOW)](/topic/$snow) [Fire Lotto (FLOT-1)](/topic/$flot) [Crown Castle Inc (CCI)](/topic/$cci) [Apple Hospitality REIT, Inc. (APLE)](/topic/$aple) [BRIXMOR PROPERTY GROUP INC. (BRX)](/topic/$brx) [WP Carey, Inc. (WPC)](/topic/$wpc) [STAG INDUSTRIAL, INC. (STAG)](/topic/$stag) [Simon Property Group Inc (SPG)](/topic/$spg) [AudioCoin (ADC)](/topic/$adc) [Federal Realty Investment Trust (FRT)](/topic/$frt) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Gaming and Leisure Properties, Inc. (GLPI)](/topic/$glpi) [VICI Properties, Inc. (VICI)](/topic/$vici) [Kimco Realty Corp (KIM)](/topic/$kim) [Snap, Inc. (SNAP)](/topic/$snap) [Stellantis N.V. (STLA)](/topic/$stla) [The Official [--] coin (76)](/topic/$76) [GM (GM)](/topic/$gm) [Uber Technologies, Inc. (UBER)](/topic/$uber) [FedEx Corporation (FDX)](/topic/$fdx) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"First trading Monday of January so. time to rotate my GICS Sector 11-ETF momentum strategy. This month the top momentum scores go to: [--]. $VOX (comm. services) [--]. $VHT (healthcare) [--]. $VAW (materials) $VGT (tech) gets the boot. Nov.-Dec. is the first month of my "final roster" of factor/market-cap ETFs for the main momentum strategy ("22-ETF Strategy"). Great start despite being frozen 11/17-25 with VIX20. The combo of VLUE/MGK/HEEM returned +0.79% almost 3x $VTI's 0.27% (using closing prices). Nov.-Dec. is the first month of my "final roster" of factor/market-cap ETFs for the main momentum"  
[X Link](https://x.com/LoveAndMoney15/status/2008246540633252064)  2026-01-05T18:37Z [---] followers, [---] engagements


"@Mr_Neutral_Man Long list: $O $ADC $FRT $DLR $PLD $CCI $GLPI $VICI $APLE $KIM $BRX $WPC $STAG $SPG and $COLD. I wait for them to become relatively cheap on a 5-year basis and then buy/hold ride the income. Been adding APLE CCI ADC GLPI and VICI lately. Selling SPG"  
[X Link](https://x.com/LoveAndMoney15/status/2014377539125313968)  2026-01-22T16:40Z [---] followers, [---] engagements


"No matter what management does $DIS is not a great investment. Okay for trading. Buy at $90. Sell over $120. Perhaps if the franchises were managed competently Disney could break that range. But with IP Disney botches a lot more than it does well"  
[X Link](https://x.com/LoveAndMoney15/status/2018329092462944756)  2026-02-02T14:22Z [---] followers, [----] engagements


"A new CEO with balls would do wonders for $DIS. Bob Iger is seen as some kind of messiah. But in truth he enabled terrible decisions by franchise managers and is an albatross around Disney's neck. The entire woke era of Marvel and Star Wars was pure IP value destruction"  
[X Link](https://x.com/LoveAndMoney15/status/2018330456836440391)  2026-02-02T14:27Z [---] followers, [---] engagements


"$103-108 looks like a really good support level for Apollo. $APO"  
[X Link](https://x.com/LoveAndMoney15/status/2018849532113821953)  2026-02-04T00:50Z [---] followers, [---] engagements


"Is $APO the cleanest dirty shirt in the private credit laundry Up 4.5% as I write this. Tried and true value stock rule: When a sector is getting shellacked buy the premier names in that sector"  
[X Link](https://x.com/LoveAndMoney15/status/2019126581743235343)  2026-02-04T19:11Z [---] followers, [---] engagements


"@qcapital2020 Does $SNAP even have a board of directors"  
[X Link](https://x.com/LoveAndMoney15/status/2019189887900303421)  2026-02-04T23:22Z [---] followers, [---] engagements


"@saxena_puru Puru you could not be more correct. I'm flabbergasted by this market rhetoric. Does any serious person believe AI capex won't bear copious fruit That every datacenter Oracle builds won't be fully leased at a handsome profit Yes the capex is enormous. But it will be fine"  
[X Link](https://x.com/LoveAndMoney15/status/2019614161538347282)  2026-02-06T03:28Z [---] followers, [--] engagements


"@ericjackson Eric you're an uncommonly levelheaded and mature Canadian when it comes to politics. I was aghast when Canadians collectively lost their minds and re-elected the disastrous Liberals over Trump's 51st state trolling. I mean. get a grip"  
[X Link](https://x.com/LoveAndMoney15/status/2019614682256970115)  2026-02-06T03:30Z [---] followers, [----] engagements


"@KevinPRichar @ericjackson Um. The current American President trolls all the time. Where have you been As for the "Mark" thing is that a Canadian inside joke It's not landing"  
[X Link](https://x.com/LoveAndMoney15/status/2019784225889656907)  2026-02-06T14:44Z [---] followers, [--] engagements


"Well that calmed down quickly. $SPY $VIX barely even touched [--]. Can this really be the end"  
[X Link](https://x.com/LoveAndMoney15/status/2019813078955921785)  2026-02-06T16:38Z [---] followers, [--] engagements


"@saxena_puru My $APLD position is going bonkers to the upside. Even my $ORCL is sharply green. Datacenter is not dead money"  
[X Link](https://x.com/LoveAndMoney15/status/2019836948207288374)  2026-02-06T18:13Z [---] followers, [----] engagements


"It was 100% possible as an automaker officer or director to say "no" to the leftist pols and climate zealots on fleet electrification. Toyota did--and avoided these titanic writeoffs. The $GM $F and $STLA managers responsible for the EV debacles should all be fired. The scale of car industry write downs as they retreat from the EV automotive market are breathtaking: $26 billion at Stellantis; $20 billion at Ford; $7.6 billion at GM; $6 billion at Porsche. Has any industry destroyed so much value so quickly The scale of car industry write downs as they retreat from the EV automotive market are"  
[X Link](https://x.com/LoveAndMoney15/status/2019837920614678785)  2026-02-06T18:17Z [---] followers, [--] engagements


"@RyanDetrick I pay too much attention to the $VIX. Barely scraped [--]. A real nothingburger"  
[X Link](https://x.com/LoveAndMoney15/status/2019931426976641290)  2026-02-07T00:29Z [---] followers, [---] engagements


"@zerohedge @Grok tell us what this means. Short squeeze sending market higher"  
[X Link](https://x.com/LoveAndMoney15/status/2019960342005141608)  2026-02-07T02:24Z [---] followers, [----] engagements


"Why would $UBER flag a ride as "High Risk" in the first place Did UBER know of past misconduct by this driver Goodness. 19yo woman raped during an Uber ride. The App: Showed a [----] star rating. Ubers Internal AI: Flagged the ride as "High Risk" (0.81/1.0). Uber knew his pattern (late nights/bars) but matched him with a solo woman anyway. Uber's defense argued it wasn't "practical" Goodness. 19yo woman raped during an Uber ride. The App: Showed a [----] star rating. Ubers Internal AI: Flagged the ride as "High Risk" (0.81/1.0). Uber knew his pattern (late nights/bars) but matched him with a solo"  
[X Link](https://x.com/LoveAndMoney15/status/2020144404325863845)  2026-02-07T14:35Z [---] followers, [--] engagements


"@HedgieMarkets "The technology worked" Can you really say that if the tech is unsuitable for 90% of real-world consumers People didn't reject EVs arbitrarily. They balked at range/charging limitations that make EVs impractical for long trips and those without convenient home-charging"  
[X Link](https://x.com/LoveAndMoney15/status/2020147534581170597)  2026-02-07T14:47Z [---] followers, [--] engagements


"@LeylaKuni Does $APO have a documented history of superior private market returns that would justify investing exclusively with them and not allocating to public markets"  
[X Link](https://x.com/LoveAndMoney15/status/2020277670051770743)  2026-02-07T23:25Z [---] followers, [---] engagements


"Massive failure if the Trump admin doesn't put a stop to H-1B abuse by companies like FedEx $FDX. Any company that does layoffs of US workers should have all foreign worker visas suspended/denied summarily. https://x.com/1776General_/status/2019793215562363051s=20 FedEx got paid $2.2B of USA Federal Tax dollars to fire [-----] Americans and hire H1B's to replace them. https://t.co/M6XMwD084H https://x.com/1776General_/status/2019793215562363051s=20 FedEx got paid $2.2B of USA Federal Tax dollars to fire [-----] Americans and hire H1B's to replace them. https://t.co/M6XMwD084H"  
[X Link](https://x.com/LoveAndMoney15/status/2020296082195116246)  2026-02-08T00:38Z [---] followers, [--] engagements


"Just say no to slop bowls from Chipotle. $CMG CEO of Chipotle caught on a recording indicating theyre going to keep raising prices because they can We learned that 60% of our core users are over $100000 a year in income in average household income. That gives us confidence that we can lean into that group in a more https://t.co/5nYcigMgJo CEO of Chipotle caught on a recording indicating theyre going to keep raising prices because they can We learned that 60% of our core users are over $100000 a year in income in average household income. That gives us confidence that we can lean into that"  
[X Link](https://x.com/LoveAndMoney15/status/2020296620588535952)  2026-02-08T00:40Z [---] followers, [--] engagements


"Wow. That was a fast reversal by $HIMS on the knock-off Wegovy pills. Only happens when the C-suite is scared shtless of a criminal prosecution. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop"  
[X Link](https://x.com/LoveAndMoney15/status/2020321063306158473)  2026-02-08T02:17Z [---] followers, [---] engagements


"Power has been out most of the day--in [--] temps--in my decrepit deep blue Mid-Atlantic state. (Thanks for crap infrastructure Democrats) Neighbors are in a panic about frozen pipes. Me I'm thanking God I sunk $20k+ into a whole home generator a few years ago. $GNRC"  
[X Link](https://x.com/LoveAndMoney15/status/2020326311642693673)  2026-02-08T02:38Z [---] followers, [--] engagements


"@Bot_B_gone @ericjackson The TDS emanating from the Great White North could power a dozen nuclear reactors. I'm actually not even MAGA. But Trump was the obvious choice when the alternative was a brain-dead commie. Canada had that choice put to them--and chose the commie thanks to TDS"  
[X Link](https://x.com/LoveAndMoney15/status/2020480370878095374)  2026-02-08T12:50Z [---] followers, [--] engagements


"@Bot_B_gone @ericjackson What's crazy about it is Poilievre wasn't a MAGA type. Sensible. Steady. Nothing like Trump stylistically. And Canadians still switched from him to the commie merely b/c of Trump's trolling. Never seen a herd of lemmings take a 90-degree turn over a cliff's edge like that"  
[X Link](https://x.com/LoveAndMoney15/status/2020481601826697260)  2026-02-08T12:55Z [---] followers, [--] engagements


"Does this 👇 help the upcoming SpaceX IPO Building cities on the Moon and Mars will be. capital-intensive. Here on earth we're still struggling to line up financing for data centers. $ORCL $TSLA For those unaware SpaceX has already shifted focus to building a self-growing city on the Moon as we can potentially achieve that in less than [--] years whereas Mars would take 20+ years. The mission of SpaceX remains the same: extend consciousness and life as we know it to For those unaware SpaceX has already shifted focus to building a self-growing city on the Moon as we can potentially achieve that"  
[X Link](https://x.com/LoveAndMoney15/status/2020649219053543510)  2026-02-09T00:01Z [---] followers, [---] engagements


"@BobStein_FT This will shatter the illusion of SS being a retirement/pension system that we pay into: "lower benefits than currently scheduled for upper-income future retirees." Once you means-test SS it's just another welfare program. Another grift. The program's popularity will collapse"  
[X Link](https://x.com/LoveAndMoney15/status/2020653035333287958)  2026-02-09T00:16Z [---] followers, [---] engagements


"@chadfelixg Should have reported her to the DOJ Civil Rights division. Or filed a lawsuit"  
[X Link](https://x.com/LoveAndMoney15/status/2020681203515335005)  2026-02-09T02:08Z [---] followers, [--] engagements


"@buccocapital Long $NVO"  
[X Link](https://x.com/LoveAndMoney15/status/2020709836292599846)  2026-02-09T04:02Z [---] followers, [---] engagements


"@3YearLetterman Should be the conclusion for any self-respecting American. A league that hates you enough to put on that Halftime Show isn't worth watching"  
[X Link](https://x.com/LoveAndMoney15/status/2020714987854160356)  2026-02-09T04:22Z [---] followers, [---] engagements


"Good and healthy to legally wreck $HIMS whose business model is patent infringement. BREAKING: Hims stock $HIMS extends losses to -17% on the day as Novo Nordisk says it is suing the company for making knock-offs of its obesity medicines. https://t.co/3rXwbGCSwh BREAKING: Hims stock $HIMS extends losses to -17% on the day as Novo Nordisk says it is suing the company for making knock-offs of its obesity medicines. https://t.co/3rXwbGCSwh"  
[X Link](https://x.com/LoveAndMoney15/status/2020854541604855815)  2026-02-09T13:37Z [---] followers, [---] engagements


"@emzanotti I have several. Watching football isn't really one of them. Like most people I watch occasionally and gather with family for the Super Bowl. It used to be a unifying American experience. There's no way you can say that about last night"  
[X Link](https://x.com/LoveAndMoney15/status/2020872305434312711)  2026-02-09T14:47Z [---] followers, [--] engagements


"@emzanotti Emily what exactly are you defending Put the politics/culture war aside -- it was a shtty show. Vast majority of Americans couldn't understand it. Music was meh. A confused jumble of Latin-themed activity. @NFL should just hire Bruno Mars every year. That would be killer"  
[X Link](https://x.com/LoveAndMoney15/status/2020877009350467784)  2026-02-09T15:06Z [---] followers, [--] engagements


"By the time the Halftime Show reached Lady Gaga I was so annoyed and my wife so uninterested that we just turned it off and watched Mad Men. 🚨PANIC: Preliminary ratings numbers show viewership for Bad Bunny Halftime performance TANKED 39% from last year. Only [----] Million households watched [----] Million tuned into the game meaning nearly HALF of Americans turned OFF the TV at halftime. Total culture victory https://t.co/ocUektCcx7 🚨PANIC: Preliminary ratings numbers show viewership for Bad Bunny Halftime performance TANKED 39% from last year. Only [----] Million households watched 48.6"  
[X Link](https://x.com/LoveAndMoney15/status/2021058066989686849)  2026-02-10T03:06Z [---] followers, [--] engagements


"@leevalueroach Disruption risk in the not-too-distant future is very high. No one knows exactly how that disruption will come to pass. But the increasingly terrifying capabilities of AI make the threat daunting. Big PE compression is warranted"  
[X Link](https://x.com/LoveAndMoney15/status/2021069626608845074)  2026-02-10T03:52Z [---] followers, [---] engagements


"@jayplemons @adamcarolla There was literally nothing good about the Bad Bunny Halftime Show. The new age communist journalists heralding it as great art also hated it. They just can't admit it"  
[X Link](https://x.com/LoveAndMoney15/status/2021237705707798541)  2026-02-10T14:59Z [---] followers, [----] engagements


"I sold my last bit of $U on the Claude Code massacre of 1/14/26 at $41.365. To see the stock down another 44% from there. sheesh. Hard stock to buy and hold. $U Q4 EARNINGS Revenue $503M vs Est. $489M EPS $0.24 vs Est. $0.21 EBITDA: 25% margin Q1 Guidance Revenue $485M vs Est. $492M EBITDA $108M vs Est. $112M https://t.co/8Du3gHkjr1 $U Q4 EARNINGS Revenue $503M vs Est. $489M EPS $0.24 vs Est. $0.21 EBITDA: 25% margin Q1 Guidance Revenue $485M vs Est. $492M EBITDA $108M vs Est. $112M https://t.co/8Du3gHkjr1"  
[X Link](https://x.com/LoveAndMoney15/status/2021585342587944980)  2026-02-11T14:01Z [---] followers, [---] engagements


"@HayekAndKeynes Just another high salary finance job with far fewer opps for moonshot-level wealth creation. But in the coming AI jobs apocalypse plenty of talented young elites with finance degrees will still kill or die for such employment. It's a starter position if not a career"  
[X Link](https://x.com/LoveAndMoney15/status/2021587142086971830)  2026-02-11T14:08Z [---] followers, [---] engagements


"@MarkNewtonCMT Long-term investors would be pleased to add $ORCL at lower prices"  
[X Link](https://x.com/LoveAndMoney15/status/2021605593497149546)  2026-02-11T15:21Z [---] followers, [---] engagements


"$LYB is up a stunning 43% from its low in December. Is the turn finally here for commodity chemicals Or is this just what happens to cheap cyclical stocks during value rotations Of [--] analysts tracked by Seeking Alpha only one has a strong buy rating on $LYB"  
[X Link](https://x.com/LoveAndMoney15/status/2021619995084763192)  2026-02-11T16:19Z [---] followers, [--] engagements


"@Arya__Deniz I'm struggling with this question. Analyst views on $LYB remain abysmal but the stock is ripping and has already blown through the consensus price target. Very often the stock market susses out a coming cyclical recovery before it shows up in data or analyst views"  
[X Link](https://x.com/LoveAndMoney15/status/2021627733521182841)  2026-02-11T16:49Z [---] followers, [--] engagements


"@mikealfred It's just so easy to play the ups and downs in these mega liquid names"  
[X Link](https://x.com/LoveAndMoney15/status/2021737080204747115)  2026-02-12T00:04Z [---] followers, [---] engagements


"Medicare coverage of obesity drugs is coming in "mid to late 2026." Does anyone doubt that this will be a blockbuster for $NVO and $LLY Especially $NVO with its new Wegovy pill https://seekingalpha.com/news/4550448-novo-nordisk-eyes-15m-medicare-patients-obesity-treatmentsmailingid=44090523&messageid=portfolio&position=portfolio_news_6&serial=44090523.7654&source=email_portfolio&utm_campaign=nl-portfolio&utm_content=portfolio_digest&utm_medium=email&utm_source=seeking_alpha&utm_term=44090523.7654"  
[X Link](https://x.com/LoveAndMoney15/status/2021952244728447086)  2026-02-12T14:19Z [---] followers, [--] engagements


"Any bad thing that happens to the Netherlands economy will be well-deserved if they enact this insane wealth tax. NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax just passed by the House of Representatives will work. Here is a more detailed example: Step [--]. Starting position You own [---] shares. Value on Jan [--] 2028: [-----] Value on Jan https://t.co/GYeAN9jlJ6 NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax just passed by the House of Representatives will work. Here is a more detailed example: Step 1."  
[X Link](https://x.com/LoveAndMoney15/status/2022058797276311691)  2026-02-12T21:22Z [---] followers, [--] engagements


"$WEN is just bad food right This isn't reflecting broad weakness in the fast food sector. I have same-store sales data dating back to [----]. Wendy's has never had a quarter this bad that was even close to a negative 11.3%. Not even during the pandemic. $WEN I have same-store sales data dating back to [----]. Wendy's has never had a quarter this bad that was even close to a negative 11.3%. Not even during the pandemic. $WEN"  
[X Link](https://x.com/LoveAndMoney15/status/2022332929821802852)  2026-02-13T15:31Z [---] followers, [--] engagements


"Major $AMZN buying opp is taking shape but I want to see a total market shakeout first. BREAKING: Amazon $AMZN officially closes down for its 9th straight day posting its longest losing streak since [----]. The stock has now erased $470 billion in market cap over the last [--] days. BREAKING: Amazon $AMZN officially closes down for its 9th straight day posting its longest losing streak since [----]. The stock has now erased $470 billion in market cap over the last [--] days"  
[X Link](https://x.com/LoveAndMoney15/status/2022446036296602069)  2026-02-13T23:01Z [---] followers, [--] engagements


"The software private credit problem looks much smaller than what the market is pricing. $OWL $APO Great JPM note on $OBDC's current pricing: Scenario: 75% default and 10% recovery over [--] years on the entire software book = 14% impairment to NAV Today's close was 28% discount to NAV. https://t.co/p8D3SFfz5Q Great JPM note on $OBDC's current pricing: Scenario: 75% default and 10% recovery over [--] years on the entire software book = 14% impairment to NAV Today's close was 28% discount to NAV. https://t.co/p8D3SFfz5Q"  
[X Link](https://x.com/LoveAndMoney15/status/2019605516948062269)  2026-02-06T02:54Z [---] followers, [---] engagements


"@alex_avoigt Very true. There's just nothing special about German engineering anymore. And poor reliability beyond warranty periods make them terrible long-term values esp. BMWs"  
[X Link](https://x.com/LoveAndMoney15/status/2022672368712454379)  2026-02-14T14:00Z [---] followers, [--] engagements


"Normally I would have rotated the factor/market-cap ETFs in my 22-ETF Strategy yesterday but markets were closed. And today the $VIX is over [--] thanks to Trump/Greenland. That means the strategy "freezes" until the VIX opens below [--] which prevents momentum whipsaw losses. Nov.-Dec. is the first month of my "final roster" of factor/market-cap ETFs for the main momentum strategy ("22-ETF Strategy"). Great start despite being frozen 11/17-25 with VIX20. The combo of VLUE/MGK/HEEM returned +0.79% almost 3x $VTI's 0.27% (using closing prices). Nov.-Dec. is the first month of my "final roster" of"  
[X Link](https://x.com/LoveAndMoney15/status/2013615589235839370)  2026-01-20T14:12Z [---] followers, [---] engagements


"A big winning month for the 22-ETF Strategy into Friday's close. The combo of $VLUE (lg./mid value factor) $VBK (sm. cap growth) and $VBR (sm. cap value) returned 5.64% vs. 1.94% for $VTI. That's 290% VTI's return But volatility can be a monkey wrench. We'll see how it goes"  
[X Link](https://x.com/LoveAndMoney15/status/2013618611496124706)  2026-01-20T14:24Z [---] followers, [--] engagements


"With $VIX20 yesterday I completed the rotation for my [--] ETF Strategy. Based on momentum scoring $VLUE (value factor) and $VBK (small growth) remained in the rotation. $VBR (small value) was sold and replaced with $HEEM (dollar-hedged EM). Performance was superb. Normally I would have rotated the factor/market-cap ETFs in my 22-ETF Strategy yesterday but markets were closed. And today the $VIX is over [--] thanks to Trump/Greenland. That means the strategy "freezes" until the VIX opens below [--] which prevents momentum whipsaw losses. Normally I would have rotated the factor/market-cap ETFs in"  
[X Link](https://x.com/LoveAndMoney15/status/2014374509181042864)  2026-01-22T16:28Z [---] followers, [---] engagements


"The combo of $VLUE $VBK and $VBR returned 6.47% for the month vs. 1.12% for $VTI. We beat our benchmark by more than 5X When this strategy rips it really rips"  
[X Link](https://x.com/LoveAndMoney15/status/2014374511546683842)  2026-01-22T16:28Z [---] followers, [--] engagements


"So this is why $APO sold off hard today. Unusual for those guys to be stripped naked like this. BREAKING: Apollo Global Management Inc. took a roughly $170 million hit after an asset-backed financing for Amazon brand aggregator Perch was wiped out. This is why our work on credit integration with equity and tracking cash flow is of critical importance. https://t.co/M5fVrunxUT BREAKING: Apollo Global Management Inc. took a roughly $170 million hit after an asset-backed financing for Amazon brand aggregator Perch was wiped out. This is why our work on credit integration with equity and tracking"  
[X Link](https://x.com/LoveAndMoney15/status/2015900853131960463)  2026-01-26T21:33Z [---] followers, [---] engagements


"There's no scenario in which every bit of compute currently under construction won't be leased on highly favorable terms for datacenter owners. $ORCL $APLD $PLD From JPM meetings with $CRWV management. I expect this to also be the commentary of AWS Azure and GCP. Likely Nebius also. All the AI apartments are full. https://t.co/zOEGouRS94 From JPM meetings with $CRWV management. I expect this to also be the commentary of AWS Azure and GCP. Likely Nebius also. All the AI apartments are full. https://t.co/zOEGouRS94"  
[X Link](https://x.com/LoveAndMoney15/status/2015982852463005991)  2026-01-27T02:59Z [---] followers, [---] engagements


"Free tax services and estate planning for high-net worth Robinhood clients. $HOOD The stakes of the game are rising. $SCHW better wake up. https://x.com/RobinhoodApp/status/2016574094880166188s=20 Were testing something new. Full-service tax filing. Estate planning. And a dedicated CFP professional. Plus a 1% match on all transfers from another brokerage. Terms apply. This isnt DIY taxes or AI-generated guidance. These are premium Concierge Services delivered through https://t.co/NSRm8OgoRj https://x.com/RobinhoodApp/status/2016574094880166188s=20 Were testing something new. Full-service tax"  
[X Link](https://x.com/LoveAndMoney15/status/2016643931362980308)  2026-01-28T22:45Z [---] followers, [---] engagements


"Rick Rieder would have been a transformational Fed chair. An opportunity missed. BREAKING: President Trump is preparing to nominate Kevin Warsh as the next Fed Chair per Bloomberg. BREAKING: President Trump is preparing to nominate Kevin Warsh as the next Fed Chair per Bloomberg"  
[X Link](https://x.com/LoveAndMoney15/status/2017074189765673355)  2026-01-30T03:15Z [---] followers, [---] engagements


"GLP-1 drugs are a miracle. Half the population should be on them. "Doctors" encouraging you to forego health and instead embrace the battle with chronic insulin-resistance created by our toxic food supply do not have your best interests in mind. $LLY $NVO The rise of GLP-1 drugs troubles me hugely. Yes they work. They suppress appetite by slowing and effectively paralyzing the stomach. Biology is overridden. Hunger is muted. Calories drop. But in the process something far more important is outsourced: Self-regulation The rise of GLP-1 drugs troubles me hugely. Yes they work. They suppress"  
[X Link](https://x.com/LoveAndMoney15/status/2017651474751209840)  2026-01-31T17:29Z [---] followers, [---] engagements


"@Mayhem4Markets @GoldmanSachs I wish this were true. There might be a big software rally. But would that last We don't even know what AI can really do yet"  
[X Link](https://x.com/LoveAndMoney15/status/2018155364345057459)  2026-02-02T02:51Z [---] followers, [---] engagements


"With big selloffs in crypto precious metals and memory stocks I expected the $VIX to shoot over [--] this morning. Nope--the market is taking it in stride. $SPY $QQQ $DIA"  
[X Link](https://x.com/LoveAndMoney15/status/2018321311458623607)  2026-02-02T13:51Z [---] followers, [--] engagements


"Being the prime supplier of AI compute won't come cheaply but I can't think of a better long-term investment. $ORCL Oracle's free cash flows isn't expected to go positive again until [----] https://t.co/WCAPamfTiz https://t.co/H9X5qJw8H7 Oracle's free cash flows isn't expected to go positive again until [----] https://t.co/WCAPamfTiz https://t.co/H9X5qJw8H7"  
[X Link](https://x.com/LoveAndMoney15/status/2018329897710625117)  2026-02-02T14:25Z [---] followers, [--] engagements


"Q: "What's the right multiple for $NOW" Mr. Market: "Lower. Much much lower." Servicenow is $NOW trading at their lowest price to free cash flow multiple in a decade. https://t.co/woHpbL4uSV Servicenow is $NOW trading at their lowest price to free cash flow multiple in a decade. https://t.co/woHpbL4uSV"  
[X Link](https://x.com/LoveAndMoney15/status/2018330955685990783)  2026-02-02T14:29Z [---] followers, [--] engagements


"Larry Ellison will prove the doubters wrong. Theres no question about this. $ORCL Im bullish on $ORCL long term but the execution risk is higher than I initially thought. Raising $45B$50B in [----] partly through dilution while the stock is 55% below its highs is a bold move and not a comfortable one. Oracle is already free cash flow negative with https://t.co/tPQNBE7y77 Im bullish on $ORCL long term but the execution risk is higher than I initially thought. Raising $45B$50B in [----] partly through dilution while the stock is 55% below its highs is a bold move and not a comfortable one. Oracle"  
[X Link](https://x.com/LoveAndMoney15/status/2018453844108177558)  2026-02-02T22:37Z [---] followers, [--] engagements


"@KobeissiLetter You'd think at extreme levels low short interest would be a good contrarian indicator"  
[X Link](https://x.com/LoveAndMoney15/status/2018484468663918794)  2026-02-03T00:39Z [---] followers, [--] engagements


"@danielisdizzy Oracle's a potential 10-bagger if it meets its buildout financing needs"  
[X Link](https://x.com/LoveAndMoney15/status/2018495866588320217)  2026-02-03T01:24Z [---] followers, [---] engagements


"When the residential real estate market finally unlocks it will be a bonanza for home improvement stocks like $HD and $LOW. https://x.com/jonbrooks/status/2018399019458777105s=20 71% of real estate agents didnt sell a SINGLE property in [----]. https://x.com/jonbrooks/status/2018399019458777105s=20 71% of real estate agents didnt sell a SINGLE property in 2025"  
[X Link](https://x.com/LoveAndMoney15/status/2018533541882298710)  2026-02-03T03:54Z [---] followers, [--] engagements


"The Forbes piece on "zombie private equity" is all too familiar. A decade ago my family got a peep behind the PE curtain from the deal side. Not pretty. PE puts lipstick on pigs bleeds portfolio firms dry and doesn't invest in making them better. 7.4% return is no surprise"  
[X Link](https://x.com/LoveAndMoney15/status/2018679677074751895)  2026-02-03T13:35Z [---] followers, [--] engagements


"Good point here about David Brooks being a terrible person who has no moral standing to scold anyone. The thing about the David Brooks dumping his wife and hooking up with his research assistant is *not* that he dumped his wife and hooked up with his research assistant. Charles Murray and Rod Dreher and John Podhoretz can assure us all that he had good reasons and we shouldn't The thing about the David Brooks dumping his wife and hooking up with his research assistant is *not* that he dumped his wife and hooked up with his research assistant. Charles Murray and Rod Dreher and John Podhoretz"  
[X Link](https://x.com/LoveAndMoney15/status/2018680464421093765)  2026-02-03T13:38Z [---] followers, [--] engagements


"A market-wide correction is increasingly likely. Tech/software/chips are a key pillar of the stock market. $SPY won't hold up if that pillar collapses. $NOW EXPERIENCING THE LARGEST DRAWDOWN IN COMPANY HISTORY https://t.co/Io4ItB3kVy $NOW EXPERIENCING THE LARGEST DRAWDOWN IN COMPANY HISTORY https://t.co/Io4ItB3kVy"  
[X Link](https://x.com/LoveAndMoney15/status/2018736718258557219)  2026-02-03T17:21Z [---] followers, [---] engagements


"@ericjackson Why is $SNOW being obliterated Mostly a cloud business"  
[X Link](https://x.com/LoveAndMoney15/status/2018769749161754826)  2026-02-03T19:33Z [---] followers, [---] engagements


"Can someone explain to me like I'm in kindergarten why $SNOW is selling off 10-11% today It's a data platform and cloud computing business. AI doesn't disrupt that. I guess the market is just compressing multiples on all tech stocks Because reasons"  
[X Link](https://x.com/LoveAndMoney15/status/2018774298568151545)  2026-02-03T19:51Z [---] followers, [---] engagements


"You think the smart money of the fixed income market might have a good sense of the risk with Oracle The bond buyers seem comfortable with Oracles credit worthiness. $ORCL $ORCL CDS spreads plunge after $25B bond sale attracted record demand thanks to pairing with $25B equity raise. https://t.co/Be19Z947n1 $ORCL CDS spreads plunge after $25B bond sale attracted record demand thanks to pairing with $25B equity raise. https://t.co/Be19Z947n1"  
[X Link](https://x.com/LoveAndMoney15/status/2018804776428069022)  2026-02-03T21:52Z [---] followers, [---] engagements


"$120 looks like a good support level for Blackstone. $BX"  
[X Link](https://x.com/LoveAndMoney15/status/2018849045163442589)  2026-02-04T00:48Z [---] followers, [--] engagements


"@saxena_puru The fear is more realistically understood as a margin-killer. Enterprises won't outright dump their cybersecurity and infrastructure software providers. But the upselling opps for those providers diminish as enterprises vibe-code non-core functions and tasks like data migration"  
[X Link](https://x.com/LoveAndMoney15/status/2018875237308510690)  2026-02-04T02:32Z [---] followers, [---] engagements


"@buccocapital Dude the $VIX isn't even over [--] yet. I need at least a 3-handle"  
[X Link](https://x.com/LoveAndMoney15/status/2018888092179144976)  2026-02-04T03:23Z [---] followers, [---] engagements


"@capital_mindset Wait until the $VIX is over [--]. Make your buys then at lower prices"  
[X Link](https://x.com/LoveAndMoney15/status/2018889725214646371)  2026-02-04T03:29Z [---] followers, [---] engagements


"@YvesLamoureux So weird that key pillars of the tech market (software and AI) are being decimated yet the $VIX still hasn't broken 20"  
[X Link](https://x.com/LoveAndMoney15/status/2019088806813589652)  2026-02-04T16:40Z [---] followers, [--] engagements


"$VIX is finally over [--] Let the Great AI-Eats-The-World Panic of [----] commence $IGV $QQQ"  
[X Link](https://x.com/LoveAndMoney15/status/2019108399343120799)  2026-02-04T17:58Z [---] followers, [---] engagements


"@mikealfred Isn't that premature VIX just barely broke 20"  
[X Link](https://x.com/LoveAndMoney15/status/2019117396729151589)  2026-02-04T18:34Z [---] followers, [--] engagements


"The real pain hasn't even started yet. $VIX Today has absolutely destroyed growth investors with zero headlines. One of the worst days Ive ever experienced. Max pain today. Today has absolutely destroyed growth investors with zero headlines. One of the worst days Ive ever experienced. Max pain today"  
[X Link](https://x.com/LoveAndMoney15/status/2019121166359883849)  2026-02-04T18:49Z [---] followers, [--] engagements


"@DividendTalks After the $VIX spikes over [--] the datacenter stocks like ORCL and APLD look like no-brainers. Core chip names too if they get cheap enough (NVDA AMD AVGO)"  
[X Link](https://x.com/LoveAndMoney15/status/2019123621697057029)  2026-02-04T18:59Z [---] followers, [---] engagements


"@ericjackson $VIX broke [--] then immediately fell back under"  
[X Link](https://x.com/LoveAndMoney15/status/2019191489809809854)  2026-02-04T23:29Z [---] followers, [---] engagements


"$QCOM is being crushed after hours on a good earnings report due to crap guidance. The disappointing guidance is attributed to "memory supply constraints and related pricing on demand from several handset customers.""  
[X Link](https://x.com/LoveAndMoney15/status/2019199673714549089)  2026-02-05T00:01Z [---] followers, [---] engagements


"Realistic to expect investigations prosecutions and class actions for this racial discrimination against every Fortune [---] company. $NKE https://x.com/EndWokeness/status/2019149006744490427s=20 BREAKING: Nike is under federal probe over its anti-White hiring practices https://t.co/g1Uilq4r5J https://x.com/EndWokeness/status/2019149006744490427s=20 BREAKING: Nike is under federal probe over its anti-White hiring practices https://t.co/g1Uilq4r5J"  
[X Link](https://x.com/LoveAndMoney15/status/2019232653904617861)  2026-02-05T02:12Z [---] followers, [--] engagements


"So odd that the $VIX won't register the market panic. I suppose it's because non-tech stocks are holding up okay so far. Let's see if that holds"  
[X Link](https://x.com/LoveAndMoney15/status/2019478732373721374)  2026-02-05T18:30Z [---] followers, [--] engagements


"I've been buying a tiny little bit. But am saving my big buys for $VIX [--]. I have a feeling we'll get there. A process not a singular event. It is on days like this that good investors DCA a bit more into their favourite trades Remember that It is on days like this that good investors DCA a bit more into their favourite trades Remember that"  
[X Link](https://x.com/LoveAndMoney15/status/2019480915475394745)  2026-02-05T18:39Z [---] followers, [--] engagements


"@irbezek David Tepper needs to go on CNBC and say "I've been buying software hand-over-fist.""  
[X Link](https://x.com/LoveAndMoney15/status/2019509586680779244)  2026-02-05T20:33Z [---] followers, [---] engagements


"This was the first day of general market-wide panic selling. And yet the $VIX rests in the low-20s. There is so much more panic in store absent some kind of intervention. $SPY $QQQ $DIA $BTC $GLD $IWM"  
[X Link](https://x.com/LoveAndMoney15/status/2019518252125458466)  2026-02-05T21:07Z [---] followers, [--] engagements


"Is Ethereum just flaming hot garbage or what $ETH $ETHA $ETCG"  
[X Link](https://x.com/LoveAndMoney15/status/1901773318069362933)  2025-03-17T23:11Z [---] followers, [---] engagements


"@irbezek I still see skyrocketing long-term interest rates being the biggest threat to markets. We might have a mild recession. That's a smaller risk than the bond vigilantes stepping in to impose fiscal sanity on the US Cognress"  
[X Link](https://x.com/LoveAndMoney15/status/1930261909216903197)  2025-06-04T13:54Z [---] followers, [---] engagements


"That was the right call. But it's the one part of the strategy that is not objective. It was based on my sense that Trump would not sink the global economy. If there's one glaring flaw to the strategy that subjectivity would be it"  
[X Link](https://x.com/LoveAndMoney15/status/1981757584366313982)  2025-10-24T16:20Z [---] followers, [--] engagements


"I also don't let the strategy "double dip" b/c each month I only invest in three ETFs. I want all three to be distinct asset classes. E.g. If the top [--] rankings went to $HEEM and $IEMG I'd only take the higher ranked b/c the operative factor is EM stocks not dollar-hedging"  
[X Link](https://x.com/LoveAndMoney15/status/1981765064144429387)  2025-10-24T16:49Z [---] followers, [--] engagements


"$COLD is an underrated dramatically undervalued REIT. Solid 7% dividend in the cold storage sector which is currently struggling with overcapacity. A long-term value play. Not surprised it's drawing private equity interest. The public markets are not pricing it rationally. A @semafor scooplet: Cold-storage giant Americold $COLD fields private equity interest https://t.co/wmN0YrOX80 A @semafor scooplet: Cold-storage giant Americold $COLD fields private equity interest https://t.co/wmN0YrOX80"  
[X Link](https://x.com/LoveAndMoney15/status/2006090442857930884)  2025-12-30T19:50Z [---] followers, [--] engagements


"Elliott Wave technician Avi Gilburt believes oil (USO) will bottom around $53-54. Quite a drop from here. #oil $XLE $VDE $XOM"  
[X Link](https://x.com/LoveAndMoney15/status/2010034249408405637)  2026-01-10T17:01Z [---] followers, [---] engagements


"The transaction taxes and fees on high-end residential real estate in California are so extortionate that a luxury rental business model might actually make sense. Anything to avoid being abused like this by the state just for buying/selling a home. $INVH Los Angeles Dodger Freddie Freeman bought his Studio City (LA) home in [----] for $7.8 million. He just sold it for $6.45 million. Losing ($1.35 million). And Freeman will pay 4% tax on the gross ($258k) for the ULA / unhoused tax. He will pay 6% ($387k) in real estate Los Angeles Dodger Freddie Freeman bought his Studio City (LA) home in 2023"  
[X Link](https://x.com/LoveAndMoney15/status/2012910339843612985)  2026-01-18T15:29Z [---] followers, [--] engagements


"For shorter duration I like $SGOV (treasuries) $MINT and $JPST. For floating rate I'm holding/adding $FLOT $VRIT and $JAA"  
[X Link](https://x.com/LoveAndMoney15/status/1921929436049367108)  2025-05-12T14:04Z [---] followers, [--] engagements


"This is why I added a position in the Brazil stock ETF $EWZ when the trade war began in earnest. Brazil is a natural beneficiary of China-US disengagement. Brazils Lula and Chinas Xi signed 30+ agreements today for new Chinese investments in mining infrastructure ports and the purchase of jets. Their central banks also entered a new $28 billion currency swap agreement. What I wrote a few weeks back: $EWZ +3% today. 🚀☀ https://t.co/ViDKDTDW9S Brazils Lula and Chinas Xi signed 30+ agreements today for new Chinese investments in mining infrastructure ports and the purchase of jets. Their"  
[X Link](https://x.com/LoveAndMoney15/status/1922659668368695792)  2025-05-14T14:26Z [---] followers, [---] engagements


"I'm in the "overweight equities" camp too. Why Because long-term interest rates will rise much higher as gargantuan federal spending continues. My underweight position in fixed income is mostly short-term and variable rate. $FLOT $SGOV America is uniquely long equities https://t.co/mOKqxt9GhD America is uniquely long equities https://t.co/mOKqxt9GhD"  
[X Link](https://x.com/LoveAndMoney15/status/1937129802550710372)  2025-06-23T12:45Z [---] followers, [--] engagements


"For China stock exposure (if you're into that sort of thing) I must say that $FCA is an underrated ETF. I've held for years--through the tough times. FCA has handily beaten the big China indexes while paying an above-market dividend"  
[X Link](https://x.com/LoveAndMoney15/status/1957497077518213290)  2025-08-18T17:37Z [---] followers, [--] engagements


"@TihoBrkan My equity income portfolio holds a medium-large position in the First Trust China AlphaDEX ETF $FCA. Pays a nice dividend and held up much better than $GXC through the China bear market. One-year return is 66%"  
[X Link](https://x.com/LoveAndMoney15/status/1966633857047769368)  2025-09-12T22:43Z [---] followers, [---] engagements


"I'm adding a new element to my ETF momentum strategy. On the first trading day of each month 1/4 of assets will be invested in the top [--] Vanguard GICS sector ETFs based on weighted SMA momentum scores. Today's lineup: $VHT (healthcare) $VOX (comm. svcs.) $VGT (tech). With the $VIX closing under [--] yesterday I did the rotation for my ETF momentum strategy today. Of the prior holdings $AIA and $SPHB were removed both due to loss of momentum and elimination from the roster due to poor backtesting. Remaining: $HEEM Added: $MGK & $VLUE. With the $VIX closing under [--] yesterday I did the rotation"  
[X Link](https://x.com/LoveAndMoney15/status/1995571441673421150)  2025-12-01T19:11Z [---] followers, [---] engagements


"Market is stumbling a bit esp. momentum trades. Why Because we're about to attack Iran Why does that matter Higher oil price Why $SPY $VTI $VXUS $DBC"  
[X Link](https://x.com/LoveAndMoney15/status/2016532409076871214)  2026-01-28T15:22Z [---] followers, [--] engagements

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