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# ![@Mayhem4Markets Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::102869127.png) @Mayhem4Markets Markets & Mayhem

Markets & Mayhem posts on X about ai, $orcl, debt, credit default swaps the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::102869127/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::102869127/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +0.34%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::102869127/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::102869127/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XXXX%
- X Months XXXXX +36%
- X Year XXXXX -XX%

### Followers: XXXXXXX [#](/creator/twitter::102869127/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::102869127/c:line/m:followers.svg)

- X Week XXXXXXX +0.22%
- X Month XXXXXXX +1.20%
- X Months XXXXXXX +7.30%
- X Year XXXXXXX +20%

### CreatorRank: XXXXXXX [#](/creator/twitter::102869127/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::102869127/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #5475 [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[ai](/topic/ai) 7.87%, [$orcl](/topic/$orcl) #21, [debt](/topic/debt) #1900, [credit default swaps](/topic/credit-default-swaps) 1.57%, [fomc](/topic/fomc) #184, [liquidity](/topic/liquidity) #699, [inflation](/topic/inflation) #488, [generative](/topic/generative) #38, [flow](/topic/flow) #802, [alltime](/topic/alltime) #206

**Top accounts mentioned or mentioned by**
[@littlemacrobear](/creator/undefined) [@medercomments](/creator/undefined) [@trader_bran](/creator/undefined) [@acfer01](/creator/undefined) [@infinituscap](/creator/undefined) [@patrickrooney](/creator/undefined) [@realjimchanos](/creator/undefined) [@maceskridge](/creator/undefined) [@ayeshatariq](/creator/undefined) [@traderadetweets](/creator/undefined) [@traderbran](/creator/undefined) [@kosmarr](/creator/undefined) [@gabbertrader](/creator/undefined) [@swankinter](/creator/undefined) [@thegobetween32](/creator/undefined) [@wittyabnegate](/creator/undefined) [@grok](/creator/undefined) [@kubamrowczynsk1](/creator/undefined) [@traderxenon](/creator/undefined) [@blackalex58](/creator/undefined)

**Top assets mentioned**
[Oracle Corporation (ORCL)](/topic/$orcl) [SPX6900 (SPX)](/topic/$spx) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Netflix Inc (NFLX)](/topic/$nflx) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Tesla, Inc. (TSLA)](/topic/$tsla) [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Klarna Group (KLAR)](/topic/klarna) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Adobe, Inc. (ADBE)](/topic/$adbe)
### Top Social Posts
Top posts by engagements in the last XX hours

"$ORCL credit default swaps are surging as concern about AI CapEx-related debt grows"  
[X Link](https://x.com/Mayhem4Markets/status/1989873872208838943)  2025-11-16T01:51Z 253.5K followers, 47.5K engagements


"Anyone else have an experience like this with $DUOL 🤔"  
[X Link](https://x.com/Mayhem4Markets/status/1995496221352575175)  2025-12-01T14:12Z 253.5K followers, 29.7K engagements


"Did you know that the US currently depends on China for XX% of the rare earths used in modern technology such as AI and quantum computing 🤔"  
[X Link](https://x.com/Mayhem4Markets/status/1998131468426469475)  2025-12-08T20:44Z 253.5K followers, 6255 engagements


"The battle for Warner Brothers-Discovery $WBD $NFLX vs $PSKY 🥊"  
[X Link](https://x.com/Mayhem4Markets/status/1998194938052526538)  2025-12-09T00:56Z 253.5K followers, 7880 engagements


"FOMC Preview 🔮 Fed cuts by XX bps but . . . SEP throws some water on next year's cutting cycle Powell talks about shifting to more T-bill purchases Mentions labor and liquidity as concerns Also continues to mention stickiness of inflation Markets rally after cut but drop during Powell talk"  
[X Link](https://x.com/Mayhem4Markets/status/1998474421401522439)  2025-12-09T19:26Z 253.5K followers, 5770 engagements


"Has $TSLA peaked Revenue growth has been practically non-existent for two years now. The last quarter saw a pull-forward from the EV credit ending causing a panicked rush to buy while it was in effect. Not looking great for the company unless its robots are a hit"  
[X Link](https://x.com/Mayhem4Markets/status/1995526725027930519)  2025-12-01T16:13Z 253.5K followers, 26.9K engagements


"The US has 5381 data centers. That's more than the other top X countries combined And apparently we're just getting started. Where's the power Lebowski"  
[X Link](https://x.com/Mayhem4Markets/status/1985355570975850633)  2025-11-03T14:37Z 253.4K followers, 9753 engagements


"Missed payments on subprime auto loans are increasing risk premiums on subprime auto loans. But high quality borrowers aren't showing nearly the same level of strain"  
[X Link](https://x.com/Mayhem4Markets/status/1989393778629620189)  2025-11-14T18:03Z 253.4K followers, 6254 engagements


"Visualizing the November rotation out of tech and into healthcare"  
[X Link](https://x.com/Mayhem4Markets/status/1990065117363401057)  2025-11-16T14:31Z 253.4K followers, 9702 engagements


"What is the use case for bitcoin and how does it justify the price"  
[X Link](https://x.com/Mayhem4Markets/status/1991223780601901457)  2025-11-19T19:15Z 253.5K followers, 34.8K engagements


"JP Morgan argues that because GPUs are running near full capacity that the AI concerns are overblown and unlike the Dot Com fiber build-out which remained underutilized. They have a point but I would counter by asking who is paying for the GPUs and where is the bottom line profit The problem we're seeing with generative AI is downstream with the actual usage of these platforms. The vast majority are free. Paid tiers have significantly less interest. Particularly at firms like OpenAI where there's a real struggle to convert free users. Use cases are growing but remain challenged vs the"  
[X Link](https://x.com/Mayhem4Markets/status/1994790712332759528)  2025-11-29T15:29Z 253.4K followers, 101.5K engagements


"@girdley When you're cutting costs like I imagine OpenAI is there are techniques that may be employed which can reduce response quality like: 1) Re-routing queries to lower quality models or model variants 2) Context window and model quantization (resulting in lower precision)"  
[X Link](https://x.com/Mayhem4Markets/status/1994925458715279687)  2025-11-30T00:24Z 253.4K followers, 3838 engagements


"It's almost like the Fed doesn't need to cut 🤔"  
[X Link](https://x.com/Mayhem4Markets/status/1994969653706461392)  2025-11-30T03:20Z 253.5K followers, 19.7K engagements


"The $MSTR breakdown has accelerated. Was this the strategy 🤔"  
[X Link](https://x.com/Mayhem4Markets/status/1995511014222332388)  2025-12-01T15:11Z 253.5K followers, 10.5K engagements


"$KLAR became the "buy IPO now get paid back never" company"  
[X Link](https://x.com/Mayhem4Markets/status/1995554454637088982)  2025-12-01T18:03Z 253.5K followers, 12.6K engagements


"The AI CapEx growth narrative depends in no small part on demand for the debt being issued to fund it. If that appetite diminishes so too does the capacity to scale rapidly. @AyeshaTariq has been following this developing situation closely. 👇"  
[X Link](https://x.com/Mayhem4Markets/status/1995915130618462524)  2025-12-02T17:57Z 253.5K followers, 8560 engagements


"Microsofts AI CEO Mustafa Suleyman recently shared his frustration about customer cynicism towards the company's AI initiatives. Showing that management appears rather tone deaf about the haphazard integration of genAI into various products like Office and Windows"  
[X Link](https://x.com/Mayhem4Markets/status/1996228705690026443)  2025-12-03T14:43Z 253.5K followers, 1714 engagements


"@DeItaone Is this how we bring the jobs home By replacing the jobs with robots Because it sure seems that way"  
[X Link](https://x.com/Mayhem4Markets/status/1996311175114412532)  2025-12-03T20:10Z 253.4K followers, 10.7K engagements


"This is the future of finance"  
[X Link](https://x.com/Mayhem4Markets/status/1996601428811391294)  2025-12-04T15:24Z 253.4K followers, 119.2K engagements


"Gemini X Deep Think cooks OpenAI's GPT XXX $GOOGL"  
[X Link](https://x.com/Mayhem4Markets/status/1996784169905451492)  2025-12-05T03:30Z 253.4K followers, 8971 engagements


"Five year credit default swaps on $ORCL recently surged to a 16-year high as AI debt worries grow"  
[X Link](https://x.com/Mayhem4Markets/status/1996946662778958269)  2025-12-05T14:16Z 253.4K followers, 7753 engagements


"$AMZN's Trainium3 chips are impressive in their own right. Power and cost efficient vs using GPUs. Make no mistake that competition is a good thing for the entire AI space. But it will also eat into $NVDA's margins and revenue growth over time"  
[X Link](https://x.com/Mayhem4Markets/status/1996953304077652038)  2025-12-05T14:42Z 253.4K followers, 20.2K engagements


"Yields up 10-year yields see their biggest weekly increase since July. ⚠ Bloomberg speculates that this because there are increasing doubts about the Fed's cutting cycle but I think it may have more to do with the dollar's persistent weakness due to deficit spending and export-centric trade policy"  
[X Link](https://x.com/Mayhem4Markets/status/1997007234752978989)  2025-12-05T18:16Z 253.4K followers, 8179 engagements


"@mederComments same Lisa Su that spent years buying companies that didn't merge well with $AMD like Xilinx where its good will was pretty much entirely written down I like AMD as a company but management has not been executing well for a while until about the back half of this year"  
[X Link](https://x.com/Mayhem4Markets/status/1997066003264520525)  2025-12-05T22:10Z 253.4K followers, XX engagements


"Markets are pricing in a rate cut with near-certainty next week. If Powell fails to deliver we'll likely see a meaningful sell on Wednesday. Otherwise new all-time highs seem all but certain now"  
[X Link](https://x.com/Mayhem4Markets/status/1997345791766389227)  2025-12-06T16:42Z 253.4K followers, 9062 engagements


"@TraderadeTweets It's always cool to see this live. $SPX options play an enormous role in setting the price of #ES_F. Really a tail wagging the dog almost every day"  
[X Link](https://x.com/Mayhem4Markets/status/1998071581206061319)  2025-12-08T16:46Z 253.5K followers, XXX engagements


"Who made this 🤣"  
[X Link](https://x.com/Mayhem4Markets/status/1977003060275953890)  2025-10-11T13:27Z 253.5K followers, 2.2M engagements


"The VRAM shortage is becoming so extreme that $NVDA is no longer supplying partners. This situationcould lead to greater quality variance and further price increases. It could also cause some of the other smaller partners to leave the space following EVGA"  
[X Link](https://x.com/Mayhem4Markets/status/1994425194002161709)  2025-11-28T15:16Z 253.5K followers, 7350 engagements


"@RT_com Russia is scared of Palantir -- and they should be"  
[X Link](https://x.com/Mayhem4Markets/status/1996670451301441676)  2025-12-04T19:58Z 253.5K followers, 12.9K engagements


"@Benioff It hasn't been a moat for a year+ -- it's all commoditized and swappable"  
[X Link](https://x.com/Mayhem4Markets/status/1996949657570750684)  2025-12-05T14:27Z 253.5K followers, 11.3K engagements


"Probably nothing to worry about"  
[X Link](https://x.com/Mayhem4Markets/status/1996957336036921705)  2025-12-05T14:58Z 253.5K followers, 99.3K engagements


"Earnings growth is set to boom in emerging markets next year setting up some attractive trading and investment opportunities"  
[X Link](https://x.com/Mayhem4Markets/status/1997701384771088437)  2025-12-07T16:15Z 253.5K followers, 9008 engagements


"Powell has his work cut out for him this week. The FOMC hasn't been this divided about what to do next in some time. What do you think the Fed should do 🤔"  
[X Link](https://x.com/Mayhem4Markets/status/1998016249683435788)  2025-12-08T13:06Z 253.5K followers, 14.7K engagements


"We talked about silver's order book being bid-heavy earlier suggesting we could see a bullish continuation. There it is. The white metal popping to new all-time highs"  
[X Link](https://x.com/Mayhem4Markets/status/1998417204203954644)  2025-12-09T15:39Z 253.5K followers, 4727 engagements


"@Trader_Bran"  
[X Link](https://x.com/Mayhem4Markets/status/1998479827108774264)  2025-12-09T19:48Z 253.5K followers, XX engagements


"The AI era is eating $ADBE alive. It's never been easier to create or edit compelling graphics or videos. Meanwhile Adobe is struggling to convince investors that they can adapt and thrive in this era. Given that Adobe has used some pretty nasty techniques to lock customers in I am okay with them being punished for complacency"  
[X Link](https://x.com/Mayhem4Markets/status/1984263162493804643)  2025-10-31T14:16Z 253.5K followers, 17.3K engagements


"The percentage of Americans drinking is at the lowest since 1939 and I'm XXX% here for it. Alcohol is poison"  
[X Link](https://x.com/Mayhem4Markets/status/1995491017227952285)  2025-12-01T13:51Z 253.5K followers, 1.5M engagements


"Deloitte was paid a million for a 526-page report that included AI hallucinated citations. Did anyone review it before sending Probably not. It's legitimately remarkable how sloppy the big consultancies are becoming as they lean more on AI and less on junior staff. 🤦♂"  
[X Link](https://x.com/Mayhem4Markets/status/1996992753570296214)  2025-12-05T17:19Z 253.5K followers, 11.8K engagements


"The Fed may increase its 2026 purchases of T-bills to about $XX billion per month on Wednesday helping to improve liquidity conditions and bring down short-end rates"  
[X Link](https://x.com/Mayhem4Markets/status/1997683863083192396)  2025-12-07T15:05Z 253.5K followers, 13K engagements


"10-year yields have marched higher since the Fed started cutting in 2024 in part because the economy hasn't yet slowed meaningfully and inflation remains sticky around 3%"  
[X Link](https://x.com/Mayhem4Markets/status/1997816225666384198)  2025-12-07T23:51Z 253.5K followers, 6208 engagements


"Good afternoon friends If you haven't checked out the $SPX Options Visualizer here's a great chance to do just that It's a powerful tool that can help you find key gamma levels and the most active flows that move #ES_F. Watch it live on Bookmap"  
[X Link](https://x.com/Mayhem4Markets/status/1998083618846167368)  2025-12-08T17:33Z 253.5K followers, 5208 engagements


"Here are my bearish below / bullish above weekly pivots everyone. Good luck out there"  
[X Link](https://x.com/Mayhem4Markets/status/1998394719743955285)  2025-12-09T14:10Z 253.5K followers, 5456 engagements


"@kosmarr A big correction would be great. Lays the path for weak hands shaken out to buy back at higher prices due to FOMO"  
[X Link](https://x.com/Mayhem4Markets/status/1998460454121656486)  2025-12-09T18:31Z 253.5K followers, XXX engagements


"@Trader_Bran Yup term premiums should rise in this backdrop"  
[X Link](https://x.com/Mayhem4Markets/status/1998479431955067347)  2025-12-09T19:46Z 253.5K followers, XX engagements


""Cheap Chinese AI may be the new normal" - Bloomberg Valid points raised in this video. Kimi K2 Thinking is an impressive AI model that was built on a shoestring budget. What will all of this mean for the generative AI growth narrative here 🤔"  
[X Link](https://x.com/Mayhem4Markets/status/1998586607826288811)  2025-12-10T02:52Z 253.5K followers, 5958 engagements


"omg. i am humbled and honored to announce that i just won the lockheed martin-carls jr-mcdonalds-at&t-nsa peace prize 🏆 thank you everyone for your support. i'd especially like to thank the military industrial complex for believing in my vision of total annihilation for peace"  
[X Link](https://x.com/Mayhem4Markets/status/1997068759895257479)  2025-12-05T22:21Z 253.5K followers, 10.3K engagements


"Easy monetary policy Expansive fiscal policy Growing economic uncertainty Everything gold loves to see for the 'debasement trade' to continue full steam ahead. The consolidation we're seeing now is building acceptance at higher prices"  
[X Link](https://x.com/Mayhem4Markets/status/1998478134749098187)  2025-12-09T19:41Z 253.5K followers, 4352 engagements


"Tomorrow brings us two big events: The Fed and $ORCL earnings. Are you ready"  
[X Link](https://x.com/Mayhem4Markets/status/1998551566480191731)  2025-12-10T00:33Z 253.5K followers, 5565 engagements