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# ![@LumidaWealth Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1578458844640038922.png) @LumidaWealth Lumida Wealth Management

Lumida Wealth Management's recent activities are not specified in the provided context. However, major financial institutions and companies are making significant moves in the market, such as HSBC's bid to take Hang Seng Bank private and Visa's support for stablecoins. Additionally, there are notable developments in the AI and tech sectors, including NVIDIA's AI factory in Germany and Amazon's lawsuit against Perplexity AI.

### Engagements: XXX [#](/creator/twitter::1578458844640038922/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1578458844640038922/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +137%
- X Year XXXXXXXXX +25%

### Mentions: XX [#](/creator/twitter::1578458844640038922/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1578458844640038922/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +8.50%
- X Months XXXXX +167%
- X Year XXXXX +68%

### Followers: XXXXX [#](/creator/twitter::1578458844640038922/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1578458844640038922/c:line/m:followers.svg)

- X Week XXXXX +0.16%
- X Month XXXXX +1.20%
- X Months XXXXX +13%
- X Year XXXXX +27%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1578458844640038922/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1578458844640038922/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[ai](/topic/ai) 11.63%, [open ai](/topic/open-ai) 6.2%, [prediction markets](/topic/prediction-markets) #3247, [acquisition](/topic/acquisition) #1017, [investment](/topic/investment) 3.1%, [debt](/topic/debt) #1818, [$9434t](/topic/$9434t) #54, [stocks](/topic/stocks) 2.33%, [business](/topic/business) 2.33%, [the first](/topic/the-first) XXXX%

**Top accounts mentioned or mentioned by**
[@saylor](/creator/undefined) [@ramahluwalia](/creator/undefined) [@vladtenev](/creator/undefined) [@darioamodei](/creator/undefined) [@jaltma](/creator/undefined) [@ericjacksons](/creator/undefined) [@joerogan](/creator/undefined) [@nvidia](/creator/undefined) [@davidsacks](/creator/undefined) [@bitsandbips](/creator/undefined) [@perkinscr97](/creator/undefined) [@campbelljaustin](/creator/undefined) [@laurashin](/creator/undefined) [@ak_ethermachine](/creator/undefined) [@hihi89710699232](/creator/undefined) [@mikedebreda](/creator/undefined) [@0xdfpt](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [PepsiCo, Inc. (PEP)](/topic/$pep) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Microsoft Corp. (MSFT)](/topic/microsoft) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Ziff Davis, Inc. Common Stock (ZD)](/topic/$zd) [Miami International Holdings, Inc. (MIAX)](/topic/$miax) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Carvana Co. (CVNA)](/topic/$cvna) [Kellanova (K)](/topic/kellanova) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [CRH Public Limited Company (CRH)](/topic/$crh) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [LKQ Corporation (LKQ)](/topic/$lkq) [SOLLENSYS CORP (SOLS)](/topic/$sols) [Ares Management, Corp. (ARES)](/topic/$ares) [Interpublic Group of Companies Inc (IPG)](/topic/$ipg) [Mohawk Industries, Inc. (MHK)](/topic/$mhk) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts
Top posts by engagements in the last XX hours

"THE RISE OF PREDICTION MARKETS @vladtenev: " In 2016 prediction markets priced Trump at a XX% win probability while TV was still guessing. In 2020 election markets broke under demand. Last year a surprise Supreme Court ruling unlocked CFTC-regulated US prediction markets and volumes exploded. Hundreds of millions of contracts traded in weeks. The insight is simple: if elections have economic value sports and major events do too. Prediction markets arent gambling. Theyre real-time information engines." Here are the takeaways from the recent interview of @vladtenev by @jaltma"  
[X Link](https://x.com/LumidaWealth/status/1999421866197602492)  2025-12-12T10:11Z 6832 followers, XXX engagements


"Microsoft and Apple created almost all their value after going public. Today frontier firms stay private until theyre already worth hundreds of billions. By the time retail gets access most upside is gone. Thats why tokenization may be the end state and deeply disruptive"  
[X Link](https://x.com/LumidaWealth/status/1999421870320632186)  2025-12-12T10:11Z 6832 followers, XX engagements


"$HOOD doesnt want customers trading themselves to zero. The goal is steady account growth over time. Thats why its becoming a financial super app: banking direct deposit investing all in one place. Once your money lands there its theirs to keep by serving you well. @vladtenev"  
[X Link](https://x.com/LumidaWealth/status/1999421874359665039)  2025-12-12T10:11Z 6832 followers, XX engagements


"ETFs won by making diversification cheap and easy. Now investors want precision. Options prediction markets and short-dated contracts let you express views on EPS revenue or even a single day not the whole stock"  
[X Link](https://x.com/LumidaWealth/status/1999421878335865003)  2025-12-12T10:11Z 6832 followers, XX engagements


"Tokenization works like an ETF. Assets sit in a regulated bucket while tokens trade 24/7 on-chain. Minting and burning only happen at the edges. The end user doesnt care about on-chain mechanics; they just want clean liquid economic exposure"  
[X Link](https://x.com/LumidaWealth/status/1999421882572112024)  2025-12-12T10:11Z 6832 followers, XX engagements


"BUFFET IS GOING BACK TO JAPAN AND MARKETS ARE PAYING ATTENTION Berkshire Hathaway is preparing its second yen bond sale this year reigniting speculation that Warren Buffett sees more value in Japanese trading houses. Shares of Sumitomo Mitsui and Itochu jumped as much as XXX% on the news. Since 2019 Berkshire has invested nearly X trillion in Japan's top five trading firms"  
[X Link](https://x.com/LumidaWealth/status/1986429756774981931)  2025-11-06T13:45Z 6834 followers, XXX engagements


"Bloomberg Intelligence analysis says SoftBank's AI infrastructure budget would sharply rise with Switch acquisition at up to $XX billion including debt. Stargate project headline numbers are larger at $XXX billion but cash needs closer to $XX billion adjusting for XX% joint venture stake and project financing with XX% equity. SoftBank may spend even less given less-active-than-expected participation"  
[X Link](https://x.com/LumidaWealth/status/1999450102235086884)  2025-12-12T12:03Z 6833 followers, XXX engagements


"FIND OUT THE REASON WHY Broadcom reported today $AVGO It was a triple-play - beat on revenues earnings and guided higher. Management sees revenues doubling in the next year and the year after. The backlog is $73Bn and XX% of it is expected to be realized in the next XX months. Broadcom is now seeing AI orders at a pace it says it has never seen. Gross margins were highest in last X years - XXXX% With such positive surprises its fair to believe the stock would be cranking right now. But It isnt AVGO is down approximately XX% since it reported. Find out the reason why"  
[X Link](https://x.com/LumidaWealth/status/1999512198415286744)  2025-12-12T16:10Z 6832 followers, XXX engagements


"THE DOT COM FLASHBACK Tech stocks dropped XX% in the X years following the 2000s bubble burst. Where did the capital rotate into Small Cap Value This factor gained XX% in the same X years. One of those stocks was Ziff Davis ( $ZD ) It rose from $XXXX in Oct 2000 to $XXXX in Oct 2002. The percentage return 8600% We saw a similar shift this Friday. Small Cap Value gained XXX% while Large Cap Growth lost 0.9%. Ziff Davis rose 7.7%. $ZD has been priced for disaster losing XX% in last 1Y while SPY gained 13%. The fundamental business is sound. We analyze Ziff Davis and other names capital might"  
[X Link](https://x.com/LumidaWealth/status/1992568934021915098)  2025-11-23T12:20Z 6828 followers, XXX engagements


"ROBINHOOD SUSQUEHANNA LAUNCH PREDICTION MARKET EXCHANGE Robinhood and Susquehanna International Group announced plans to build a new futures and derivatives exchange focused on expanding prediction style contracts. The venture will acquire MIAXdx a business that handles derivatives clearing and execution targeting a 2026 launch"  
[X Link](https://x.com/LumidaWealth/status/1994465808135717239)  2025-11-28T17:57Z 6831 followers, XXX engagements


"Miami International Holdings (MIAXdx's parent company) will retain a XX% stake in the new exchange. The partnership marks Robinhood's shift from distribution only (offering access through partners) toward controlling market infrastructure exchange plus clearing/execution capability"  
[X Link](https://x.com/LumidaWealth/status/1994465814745915512)  2025-11-28T17:58Z 6831 followers, XX engagements


"Several retailers raised guidance for the holiday season. Walmart Ross Stores and Dollar Tree increased forecasts encouraged by strong business momentum. The optimism reflects confidence in sustained consumer spending through year end"  
[X Link](https://x.com/LumidaWealth/status/1995493837326708943)  2025-12-01T14:02Z 6831 followers, XXX engagements


"Commercial Real Estate: The Too Cheap to Ignore Asset Everyone Hates Is This the First True Buy Window in CRE Since 2008 Values are down. Returns have lagged badly. Big investors are still cautious. Heres whats going on 👇"  
[X Link](https://x.com/LumidaWealth/status/1995848413817208930)  2025-12-02T13:31Z 6827 followers, XXX engagements


"SPACE X IPO PLANS SpaceX is moving ahead with plans for an initial public offering seeking to raise significantly more than $XX billion targeting a $XXX trillion valuation for the entire company. This would make it the biggest listing of all time surpassing Saudi Aramco's $XX billion IPO in 2019. Management and advisers are pursuing a listing as soon as mid-to-late 2026"  
[X Link](https://x.com/LumidaWealth/status/1998725291447845279)  2025-12-10T12:03Z 6828 followers, XXX engagements


"1/ Daily News Round-Up: - Wall St. revives $10B+ debt-fueled mega deals in 2025 - Nvidia warns Trump on patchwork AI laws urges federal rules - Trump begins final Fed chair interviews Warsh leads list - Fed set for 3rd straight rate cut as pause debate grows - EU opens probe into Googles AI rollout over fairness concerns"  
[X Link](https://x.com/LumidaWealth/status/1998727751969173534)  2025-12-10T12:13Z 6827 followers, XXX engagements


"8/ European regulators have opened an investigation into Googles rollout of AI Overviews and AI Mode to determine whether the company imposed unfair terms on publishers and content creators"  
[X Link](https://x.com/LumidaWealth/status/1998727761607774288)  2025-12-10T12:13Z 6827 followers, XX engagements


"9/ The Federal Reserve is widely expected to deliver another interest-rate cut at todays meeting the third in a row and part of a XXX percentage point easing cycle over XX months"  
[X Link](https://x.com/LumidaWealth/status/1998727763017003398)  2025-12-10T12:13Z 6827 followers, XXX engagements


"SEC CHAIR ON BLOCKCHAIN MARKETS SEC Chair Paul Atkins forecasts "All U.S. markets will be on chain within two years." He believes placing securities on blockchain will remove opacity from the system stating "There's much more transparency as to where it a security is.""  
[X Link](https://x.com/LumidaWealth/status/1998740157348921572)  2025-12-10T13:02Z 6827 followers, XXX engagements


"MICHAEL BURRY ON FANNIE MAE AND FEDDIE MAC Michael Burry disclosed large personal positions in Fannie Mae and Freddie Mac common stock publishing a detailed blog post arguing the government sponsored enterprises are approaching a long-awaited IPO after years under federal conservatorship. Shares of both companies jumped approximately X% Monday and are up approximately XX% since late November"  
[X Link](https://x.com/LumidaWealth/status/1998755648629043265)  2025-12-10T14:04Z 6827 followers, XXX engagements


"Burry believes a relisting/IPO is "nearly upon us" but only if Washington relaxes capital rules and scales back its ownership claim. He warns that without government concessions current common shares are "worthless." The path requires regulatory political and capital structure changes"  
[X Link](https://x.com/LumidaWealth/status/1998755673002172635)  2025-12-10T14:04Z 6827 followers, XXX engagements


"PEPSICO ELLIOT AGREEMENT PepsiCo reached an agreement with activist investor Elliott Investment Management to implement cost cutting measures and reduce food prices amid weakening U.S. consumer demand. The company plans to cut XX% of its individual product offerings in the U.S. close manufacturing plants and reduce workforce headcount"  
[X Link](https://x.com/LumidaWealth/status/1998770285902737738)  2025-12-10T15:02Z 6827 followers, XXX engagements


"PepsiCo projects 2026 organic revenue growth of 2%-4% and expects to hit the upper end of that range by late next year. The deal allows PepsiCo to avoid a costly activist showdown with Elliott now a $X billion shareholder continuing to work collaboratively. Elliott takes no board seats but maintains influence"  
[X Link](https://x.com/LumidaWealth/status/1998770355586879918)  2025-12-10T15:02Z 6827 followers, XX engagements


"THE DEFI GAP If stablecoins move globally and peer-to-peer why are we still regulating them as if nine intermediaries handle every transaction DeFi flips the model: the technology is neutral; people create the risk. Stablecoin issuers KYC the first holder; after that responsibility lies with the user. Legacy rules werent built for internet-native markets where intermediaries simply vanish. The real innovation is this: for the first time in history two strangers can lend and transact securely without a middleman. Here are key takeaways from the recent episode by @bitsandbips with @ramahluwalia"  
[X Link](https://x.com/LumidaWealth/status/1998857001317838942)  2025-12-10T20:47Z 6828 followers, XXX engagements


"FEDERAL RESERVE DECEMBER CUT The Federal Reserve cut interest rates by a quarter point on Wednesday the third consecutive cut and sixth since September 2024 reducing the key overnight lending rate by XXXX percentage points total. Central bank officials projected just one rate cut for next year. The Dow gained XXX points (1.05%) S&P XXX rose XXXX% closing near a record high Nasdaq gained 0.33%"  
[X Link](https://x.com/LumidaWealth/status/1999087423423119694)  2025-12-11T12:02Z 6831 followers, XXX engagements


"Fed Chair Jerome Powell stated: "I don't think that a rate hike is anybody's base case at this point. We are well positioned to wait to see how the economy evolves." Powell sounded "very upbeat on productivity and growth including AI effects along with the general step up in productivity in growth in recent years" according to Evercore ISI"  
[X Link](https://x.com/LumidaWealth/status/1999087439210525162)  2025-12-11T12:02Z 6830 followers, XX engagements


"President Trump called the quarter-point cut "rather small" stating it "could have been doubled at least doubled." Federal Reserve Governor Stephen Miran was the only committee member to vote for a half-point cut. Trump indicated a litmus test for new Fed chair would be immediate rate lowering"  
[X Link](https://x.com/LumidaWealth/status/1999087456931430413)  2025-12-11T12:02Z 6832 followers, XXX engagements


"ORACLE AI CAPEX AND REVENUE CONCERNS Oracle stock dropped over XX% after fiscal Q2 results showed AI-related data center spending failing to convert into cloud revenue fast enough. Cloud infrastructure revenue grew XX% but missed forecasts. Capex surged to $12B for the quarter now projected to reach approximately $50B in FY26 far above prior expectations"  
[X Link](https://x.com/LumidaWealth/status/1999102599702720940)  2025-12-11T13:02Z 6827 followers, XXX engagements


"Despite a fivefold increase in bookings to $523B and continued wins in AI workloads for OpenAI TikTok and Meta investors reacted negatively to rising cost profile heavy debt use and extended timelines converting infrastructure investment into revenue. The quarter included $2.7B pretax gain from sale of Oracle's Ampere Computing stake"  
[X Link](https://x.com/LumidaWealth/status/1999102614047215914)  2025-12-11T13:02Z 6830 followers, XX engagements


"Cloud infrastructure revenue is growing rapidly now surpassing the applications business for the first time but Wall Street is concerned about balance between capex intensity and cash generation. Heavy reliance on few mega-customers particularly OpenAI amplifies concentration risk amid rising competitive pressure from Google and others"  
[X Link](https://x.com/LumidaWealth/status/1999102621638877413)  2025-12-11T13:03Z 6827 followers, XXX engagements


"1/ Daily News Round-Up: - Trump signs order to centralize AI rules under federal control - Disney invests $1B in OpenAI licenses 200+ characters to Sora - OpenAI launches GPT-5.2 for pro users - Coinbase to debut prediction markets tokenized stocks - Broadcom dips as AI sales miss lofty forecasts"  
[X Link](https://x.com/LumidaWealth/status/1999445731434717665)  2025-12-12T11:46Z 6830 followers, XX engagements


"2/ President Trump signed an executive order aimed at overriding state artificial intelligence laws and consolidating AI regulation under a federal framework"  
[X Link](https://x.com/LumidaWealth/status/1999445732730847467)  2025-12-12T11:46Z 6830 followers, XX engagements


"3/ Disney announced a landmark deal with OpenAI that includes a $X billion equity investment and a three-year license allowing OpenAI to use more than XXX Disney-owned characters in its video-generation tool Sora X. T"  
[X Link](https://x.com/LumidaWealth/status/1999445734010077659)  2025-12-12T11:46Z 6830 followers, XX engagements


"4/ OpenAI announced the release of GPT-5.2 a new version of ChatGPT designed specifically for professional knowledge work"  
[X Link](https://x.com/LumidaWealth/status/1999445735352262901)  2025-12-12T11:46Z 6830 followers, XX engagements


"5/ Renaissance Technologies told clients it is weighing adjustments to its trading models after unusual meme-stock-driven volatility hit its two outside-investor funds which together manage nearly $XX billion"  
[X Link](https://x.com/LumidaWealth/status/1999445736627310946)  2025-12-12T11:46Z 6830 followers, XX engagements


"6/ Disney announced a $X billion investment in OpenAI alongside a three-year licensing agreement that allows OpenAIs Sora platform to generate short user-prompted videos using Disney-owned characters"  
[X Link](https://x.com/LumidaWealth/status/1999445737931710577)  2025-12-12T11:46Z 6830 followers, XX engagements


"7/ Advances in prostate cancer treatment have dramatically improved survival with nearly all diagnosed men now living at least XX years and most surpassing XX years"  
[X Link](https://x.com/LumidaWealth/status/1999445739164828154)  2025-12-12T11:46Z 6830 followers, XX engagements


"8/ Broadcom shares declined in premarket trading after the companys AI sales outlook failed to meet elevated investor expectations"  
[X Link](https://x.com/LumidaWealth/status/1999445740565786645)  2025-12-12T11:46Z 6830 followers, XXX engagements


"9/ Coinbase is set to announce the launch of prediction markets and tokenized equities at a company showcase on Dec. XX according to people familiar with the matter"  
[X Link](https://x.com/LumidaWealth/status/1999445741849219568)  2025-12-12T11:46Z 6831 followers, XXX engagements


"SOFT BANK'S SWITCH DATA CENTER ACQUISITION SoftBank Group is studying acquisitions including data center operator Switch Inc. with discussions held between SoftBank and Switch leadership. Switch's owners seek approximately $XX billion valuation including debt. Switch is simultaneously preparing for an IPO as soon as early next year with backers considering approximately $XX billion valuation including debt via stock listing"  
[X Link](https://x.com/LumidaWealth/status/1999450085688500603)  2025-12-12T12:03Z 6831 followers, XXX engagements


"An acquisition of Switch which specializes in designing and operating energy-efficient data centers would help control a key bottleneck to AI development as Masayoshi Son seeks bigger role in artificial intelligence race. SoftBank has been conducting due diligence on Switch and in advanced talks on potential purchase of Switch's main backer DigitalBridge Group Inc"  
[X Link](https://x.com/LumidaWealth/status/1999450094857330927)  2025-12-12T12:03Z 6831 followers, XX engagements


"META PIVOTS TO CLOSED AI MODEL Meta is pivoting from open source AI to a commercial closed model codenamed Avocado set to debut next spring. After Llama X underperformed expectations Meta sidelined parts of its open-source team recruited high-priced AI talent and placed new Chief AI Officer Alexandr Wang at center of effort. CEO Mark Zuckerberg is personally managing the AI effort"  
[X Link](https://x.com/LumidaWealth/status/1999464969209847937)  2025-12-12T13:02Z 6831 followers, XXX engagements


"The new TBD Lab is training Avocado on multiple third party models including technology from Google OpenAI and Alibaba marking a reversal from Zuckerberg's earlier warnings about relying on Chinese AI. Internal tension rose as open-source advocates departed AI pioneer Yann LeCun exited layoffs affected research groups and departures occurred from Meta Superintelligence Labs"  
[X Link](https://x.com/LumidaWealth/status/1999464976180817920)  2025-12-12T13:02Z 6831 followers, XX engagements


"AI now dominates Meta's spending with planned $600B U.S. infrastructure push and cuts to metaverse efforts. The shift represents most dramatic realignment of Meta's AI strategy in years signaling a move toward competing directly with OpenAI and Google in monetizable enterprise grade AI. A closed model could unlock new revenue streams but risks alienating developers who embraced Meta's open-source positioning"  
[X Link](https://x.com/LumidaWealth/status/1999464983378165982)  2025-12-12T13:02Z 6831 followers, XXX engagements


"Should You Buy The Latest Addition To $SPY Since late November multiple changes to the S&P XXX have been announced: Sandisk ( $SNDK ) replaced Interpublic Group ( $IPG ) on Nov XX Dec 22: Carvana ( $CVNA ) CRH ( $CRH ) Comfort Systems ( $FIX ) will replace $LKQ $SOLS $MHK Dec 11: $ARES will replace Kellanova ( $K ) Across XXX additions over the last XX years: +35% average gain in the year before joining the S&P XXX Only +9.6% average gain in the year after"  
[X Link](https://x.com/LumidaWealth/status/1998763748459245589)  2025-12-10T14:36Z 6833 followers, XXX engagements


"TRUMP OPPOSES WARNER BROS. DEAL WITHOUT CNN SALE President Trump stated he will oppose any Warner Bros. Discovery acquisition unless CNN is sold or brought under new ownership. Netflix's $27.75-per-share bid excludes CNN and other cable networks which Warner Bros. intends to spin off before transaction closes. Paramount's $30-per-share all-in bid includes CNN and full cable portfolio"  
[X Link](https://x.com/LumidaWealth/status/1999480060600865279)  2025-12-12T14:02Z 6832 followers, XXX engagements


"2/ WSJ says its because Hock Tan (CEO) downplayed the rise of custom AI accelerator chips - AVGOs demand driver- by labelling $NVDA s GPUs as more powerful. Another negative aspect to the earnings was a possible 100Bps decline in gross margins in quarters to come. (Itd still be in the mid 70s) Are these two reasons sufficient to cause a $180Bn drawdown in AVGOs market cap Is it a mispriced opportunity Lets talk about it and other in this weeks newsletter:"  
[X Link](https://x.com/LumidaWealth/status/1999512201925918921)  2025-12-12T16:10Z 6833 followers, XXX engagements