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

Markets & Mayhem posts on X about stocks, ai, gold, silver the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

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

- [--] Week [-------] -59%
- [--] Month [----------] +137%
- [--] Months [----------] +1.90%
- [--] Year [----------] -17%

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

- [--] Week [---] -33%
- [--] Month [---] +22%
- [--] Months [-----] -12%
- [--] Year [-----] -22%

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

- [--] Week [-------] +0.25%
- [--] Month [-------] -2%
- [--] Months [-------] +4.50%
- [--] Year [-------] +15%

### CreatorRank: [------] [#](/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)  #4521 [stocks](/list/stocks)  #2164 [technology brands](/list/technology-brands)  15.92% [financial services](/list/financial-services)  #86 [cryptocurrencies](/list/cryptocurrencies)  5.73% [countries](/list/countries)  3.82% [social networks](/list/social-networks)  1.91% [currencies](/list/currencies)  1.91% [celebrities](/list/celebrities)  1.91% [exchanges](/list/exchanges)  1.27%

**Social topic influence**
[stocks](/topic/stocks) #435, [ai](/topic/ai) #2680, [gold](/topic/gold) 5.73%, [silver](/topic/silver) 5.73%, [goldman sachs](/topic/goldman-sachs) #26, [bitcoin](/topic/bitcoin) 3.82%, [market](/topic/market) #659, [flow](/topic/flow) 3.82%, [bullish](/topic/bullish) 3.18%, [$googl](/topic/$googl) 3.18%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@jpmorgan](/creator/undefined) [@goldmansachs](/creator/undefined) [@failcascade](/creator/undefined) [@leveragemonkey](/creator/undefined) [@edwardkens50830](/creator/undefined) [@traderadetweets](/creator/undefined) [@200pipss](/creator/undefined) [@minimaxai](/creator/undefined) [@rhesane](/creator/undefined) [@his_eminence_j](/creator/undefined) [@peragitotrader](/creator/undefined) [@1aminvesting](/creator/undefined) [@firstlastomega](/creator/undefined) [@dr_flac](/creator/undefined) [@saylor](/creator/undefined) [@kevinolearytv](/creator/undefined) [@levandovsky](/creator/undefined) [@bknight221](/creator/undefined) [@societegenerale](/creator/undefined)

**Top assets mentioned**
[Goldman Sachs (GS)](/topic/goldman-sachs) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Strategy (MSTR)](/topic/$mstr) [Advanced Micro Devices (AMD)](/topic/$amd) [Iris Energy Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Intel Corporation (INTC)](/topic/$intc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Reddit, Inc.  (RDDT)](/topic/$rddt) [IBM (IBM)](/topic/ibm) [Metadium (META)](/topic/$meta) [Vixco (VIX)](/topic/$vix) [Apple, Inc. (AAPL)](/topic/$aapl) [Unity Software Inc. (U)](/topic/$u) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Roblox Corp. (RBLX)](/topic/$rblx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Here's something you don't see every day. Short interest in $IREN is rising as the stock price surges. Some hedge funds are apparently increasingly confident that this company is a dud. Time will tell who's right but most of the time you see short covering into a surge"  
[X Link](https://x.com/Mayhem4Markets/status/1983183711526105108)  2025-10-28T14:46Z 251.4K followers, 117.5K engagements


"This is how most (but not all) parabolic moves end"  
[X Link](https://x.com/Mayhem4Markets/status/1985181092786094409)  2025-11-03T03:03Z 251.3K followers, 18.9K engagements


"Small caps benefit most from cyclical outperformance. That gives you a sense that they key off of economic growth trends. If you are bullish on economic growth this year long small caps is a constructive way to express that view. I favor the S&P [---]. Chart via @GoldmanSachs"  
[X Link](https://x.com/Mayhem4Markets/status/2014400045743824969)  2026-01-22T18:09Z 251.1K followers, [----] engagements


"Okay which one of you is responsible for this bloodbath in crypto 🤔😂"  
[X Link](https://x.com/Mayhem4Markets/status/2015506636882747673)  2026-01-25T19:26Z 251.3K followers, 51.3K engagements


"Gold continues to say that the dedollarization trend is accelerating: - Excess deficit spending - Monetary policy easing - Growing global geopolitical and economic uncertainty All of these factors add to the bid for precious metals"  
[X Link](https://x.com/Mayhem4Markets/status/2015638958797983959)  2026-01-26T04:12Z 251.1K followers, 25.8K engagements


"gm. 🍵 $RDDT is down 9% pre-market after banning the WallStreetBets founder from using his community's name at an upcoming Miami conference now renamed REDACTED Live"  
[X Link](https://x.com/Mayhem4Markets/status/2016140863588466745)  2026-01-27T13:26Z 251.1K followers, 16.3K engagements


"What a remarkably idiotic thing to say. It's no wonder he blew up his fund"  
[X Link](https://x.com/Mayhem4Markets/status/2016541596494225847)  2026-01-28T15:59Z 251.1K followers, 100.7K engagements


"Amazon is replacing [-----] corporate white color jobs with . GenAI. This should be interesting $AMZN"  
[X Link](https://x.com/Mayhem4Markets/status/2016556313627525594)  2026-01-28T16:57Z 251.2K followers, [----] engagements


"Just in: The Fed does nothing and it's everything we hoped it could be"  
[X Link](https://x.com/Mayhem4Markets/status/2016587080902602904)  2026-01-28T19:00Z 251.1K followers, [----] engagements


"$NVDA could shift [----] chip production to $INTC 👀"  
[X Link](https://x.com/Mayhem4Markets/status/2016655687804219853)  2026-01-28T23:32Z 251.2K followers, [----] engagements


"The dollar is no longer a safe haven. Treasury bonds are no longer a safe haven. Bitcoin was never a safe haven. Gold and silver have reclaimed their historical role as the safe havens of choice"  
[X Link](https://x.com/Mayhem4Markets/status/2016668843653878191)  2026-01-29T00:24Z 251.4K followers, 72.5K engagements


"The fact that the Fed doesn't even want to talk about the dollar or what's going on in metals speaks volumes"  
[X Link](https://x.com/Mayhem4Markets/status/2016704168702976436)  2026-01-29T02:45Z 251.1K followers, 58.7K engagements


"When you zoom out on the broader market it becomes clear that we are seeing another rotation out of tech with some noteworthy exceptions like $META and $IBM and into other areas of the market. Beneficiaries include finance utilities consumer defensives energy and healthcare"  
[X Link](https://x.com/Mayhem4Markets/status/2016900706825814212)  2026-01-29T15:46Z 251.4K followers, [----] engagements


"Will $VIX (black) rise into March as seasonality for stocks becomes less favorable 🤔 $VVIX (gold) is making a case for that. Make. Volatility. Great. Again"  
[X Link](https://x.com/Mayhem4Markets/status/2016966429988258218)  2026-01-29T20:07Z 251.2K followers, [----] engagements


"$AMZN in talks to invest up to $50b in OpenAI - WSJ"  
[X Link](https://x.com/Mayhem4Markets/status/2016974735779778800)  2026-01-29T20:40Z 251.1K followers, 33.2K engagements


"Silver bulls got a brand new upside catalyst this morning. 😂"  
[X Link](https://x.com/Mayhem4Markets/status/2016981147259953429)  2026-01-29T21:05Z 251.2K followers, 57.2K engagements


"DEVELOPING: $AAPL earnings are out -- double beat. EPS $2.84 est. $2.68 ✅ Revenue $143.76B est. $138.40B ✅ iPhone Revenue $85.27B est. $78.31B ✅ Products Revenue $113.74B est. $107.69B ✅ Services Revenue $30.01B est. $30.02B iPad Revenue $8.60B est. $8.18B ✅ Mac Revenue $8.39B est. $9.13B ❌ Wearables Home & Accessories Revenue $11.49B est. $12.13B ❌ Americas Revenue $58.53B est. $59.06B ❌ Greater China Revenue $25.53B est. $21.82B ✅ Total Operating Expenses $18.38B est. $18.18B ✅ Operating Cash Flow $54B EPS growth +19% (new all-time EPS record) 🔥 Installed base exceeds 2.5B active devices"  
[X Link](https://x.com/Mayhem4Markets/status/2016988004015911072)  2026-01-29T21:33Z 251.2K followers, 10.1K engagements


"$U is getting smashed down nearly 26% today after Google launches Project Genie. Project Genie allows the creation of dynamic interactive environments in real-time using generative AI"  
[X Link](https://x.com/Mayhem4Markets/status/2017265064667939052)  2026-01-30T15:54Z 251.3K followers, 10.2K engagements


"Nobody wants to short $SPY or $QQQ. Is that complacency a sign of growing downside risk Via JP Morgan"  
[X Link](https://x.com/Mayhem4Markets/status/2017333243297538155)  2026-01-30T20:25Z 251.2K followers, [----] engagements


"$TWO a game maker is down 13.88%"  
[X Link](https://x.com/Mayhem4Markets/status/2017333944614576192)  2026-01-30T20:27Z 251.2K followers, [----] engagements


"$RBLX is selling down 14.62%"  
[X Link](https://x.com/Mayhem4Markets/status/2017334190455288130)  2026-01-30T20:28Z 251.2K followers, [----] engagements


"The long US stocks trade is getting really really crowded. A meaningful pullback would be welcome and is increasingly likely with readings like this. BofA: ""89% of MSCI global stock indices trading above both 50-day & 200-day moving averages this week. Stocks in overbought territory (rule is 88% = sell signal for risk assets). https://twitter.com/i/web/status/2017338803632148510 https://twitter.com/i/web/status/2017338803632148510"  
[X Link](https://x.com/Mayhem4Markets/status/2017338803632148510)  2026-01-30T20:47Z 251.3K followers, 27.7K engagements


"It's all part of the cycle. Nature is healing"  
[X Link](https://x.com/Mayhem4Markets/status/2017339908117979562)  2026-01-30T20:51Z 251.1K followers, [----] engagements


"$ORCL is considering slashing up to [-----] jobs as the company struggles with the cost of its AI build-out"  
[X Link](https://x.com/Mayhem4Markets/status/2017616077669167477)  2026-01-31T15:08Z 251.4K followers, 333.1K engagements


"Via @TheRegister"  
[X Link](https://x.com/Mayhem4Markets/status/2017642761667645459)  2026-01-31T16:54Z 251.3K followers, 15.4K engagements


"There's really no reason to panic about this MoltBook stuff. A lot of it is being orchestrated specifically to generate the sensationalistic screenshots that are going viral. This isn't AGI or the singularity. It's just cringe entertainment at this point. Chill. 🧘♂"  
[X Link](https://x.com/Mayhem4Markets/status/2017752317403992222)  2026-02-01T00:10Z 251.3K followers, 20.5K engagements


"Do you think the precious metals bull market is over Yes No. Yes No"  
[X Link](https://x.com/Mayhem4Markets/status/2018121952485941672)  2026-02-02T00:39Z 251.2K followers, 16.8K engagements


"$SLV is volatile again today Tune in to watch the price action live complete with options flows and levels that move the market. https://x.com/i/broadcasts/1OwxWeNReWwGQ https://x.com/i/broadcasts/1OwxWeNReWwGQ"  
[X Link](https://x.com/Mayhem4Markets/status/2018354934379434206)  2026-02-02T16:04Z 251.2K followers, 16.9K engagements


"Wow. The short dollar trade is the most crowded it's ever been. This happens *just* as the dollar hits multi-year trend support. Likely we see a USD bounce as this is a very crowded downside bet. That could be bad precious metals and other currencies near-term. Be nimble. ⚠"  
[X Link](https://x.com/Mayhem4Markets/status/2018367781754806617)  2026-02-02T16:55Z 251.2K followers, 20.2K engagements


"Here are my bullish above / bearish below pivots for the S&P [---] NASDAQ gold and silver. Good luck out there everyone Good morning friends Join me this morning at 9:00 am ET for a discussion about gold silver the stock market and bitcoin. I'll talk about where we are what I see in the markets and macro and then we'll do some live order flow analysis after the bell. https://t.co/66tdSjpbk7 Good morning friends Join me this morning at 9:00 am ET for a discussion about gold silver the stock market and bitcoin. I'll talk about where we are what I see in the markets and macro and then we'll do"  
[X Link](https://x.com/Mayhem4Markets/status/2018694829748654243)  2026-02-03T14:35Z 251.4K followers, [----] engagements


"With $MSTR shares collapsing I'm really starting to appreciate what @saylor was trying to convey with this most unfortunate meme. 😂"  
[X Link](https://x.com/Mayhem4Markets/status/2018735578699767908)  2026-02-03T17:17Z 251.2K followers, [----] engagements


"Intel CEO: Knowledgeable people told me US is behind China now on open source AI - Cisco AI Summit. $INTC (He's right)"  
[X Link](https://x.com/Mayhem4Markets/status/2018747105611784587)  2026-02-03T18:03Z 251.4K followers, [----] engagements


"$NVIDA CEO Jensen Huang: The Nvidia plan to invest in OpenAI is on track Via @CNBC"  
[X Link](https://x.com/Mayhem4Markets/status/2018769557247152636)  2026-02-03T19:32Z 251.3K followers, [----] engagements


"We'll be covering $AMD earnings. Estimates are for $1.32 EPS and $9.65B in sales. Options are pricing in a +/- 7.7% move for the stock. Call wall at $260 and put wall at $220. Release around 4:15 pm ET and call at 5:00 pm ET. Watch it all live here https://x.com/i/broadcasts/1RDGlAyOjNjJL https://x.com/i/broadcasts/1RDGlAyOjNjJL"  
[X Link](https://x.com/Mayhem4Markets/status/2018780778071781526)  2026-02-03T20:16Z 251.2K followers, 28.1K engagements


"$PINS is one of the most disappointing stocks ever. Because they had this enormous opportunity to become a huge force in social commerce. Selling products right from their website. Supercharging revenue and creating powerful platform network effects. And they completely blew it. https://twitter.com/i/web/status/2018809435188060479 https://twitter.com/i/web/status/2018809435188060479"  
[X Link](https://x.com/Mayhem4Markets/status/2018809435188060479)  2026-02-03T22:10Z 251.4K followers, [----] engagements


"@EdwardKens50830 @GoldmanSachs it's adorable that you talk down to people and then at the same time assume this is a "last decade" problem. you need to go back. way back. 😂"  
[X Link](https://x.com/Mayhem4Markets/status/2018906550904193253)  2026-02-04T04:36Z 251.4K followers, [---] engagements


"I'm sorry but nobody and I mean nobody believes Bill Gates. He was there. The denials just show that there's not only no regret but these people aren't even willing to admit that they did anything wrong. Their playbook Lie and lie and lie. Fill the news with their lies"  
[X Link](https://x.com/Mayhem4Markets/status/2019089233986675055)  2026-02-04T16:42Z 251.1K followers, 12K engagements


"$AMD is having its worst day since [----] as guidance disappoints. Shares are down over 16%. I could see this getting back down to the gap fill zone of around $170.68. At that price it may be a buying opportunity"  
[X Link](https://x.com/Mayhem4Markets/status/2019098559694733815)  2026-02-04T17:19Z 251.1K followers, [----] engagements


"Hearing that the Iran nuclear talks are collapsing. Talks on Friday were canceled completely. Per @Axios"  
[X Link](https://x.com/Mayhem4Markets/status/2019101509846225046)  2026-02-04T17:31Z 251.2K followers, [----] engagements


"According to @kevinolearytv people don't "give a damn" about the Epstein files. Do you agree"  
[X Link](https://x.com/Mayhem4Markets/status/2019143166965022870)  2026-02-04T20:16Z 251.3K followers, 10.6K engagements


"$GOOGL Q4 [----] earnings are coming out after the bell with the call at 4:30 pm ET. Estimates are for $2.65 EPS and $95.2B in sales Options imply a move of +/- 6.2% with strong support at $310 and resistance overhead at $350. Watch the reaction live https://x.com/i/broadcasts/1DXxyWdVZzPGM https://x.com/i/broadcasts/1DXxyWdVZzPGM"  
[X Link](https://x.com/Mayhem4Markets/status/2019146837987361190)  2026-02-04T20:31Z 251.1K followers, 21.7K engagements


"Shares of $GOOGL are selling off after hours. That capex . holy moly. Not good"  
[X Link](https://x.com/Mayhem4Markets/status/2019155328752054677)  2026-02-04T21:05Z 251.1K followers, [----] engagements


"@levandovsky @kevinolearytv We don't want him. Can we send him to some other place Maybe Antarctica"  
[X Link](https://x.com/Mayhem4Markets/status/2019163638192300176)  2026-02-04T21:38Z 251.1K followers, [--] engagements


"https://www.youtube.com/watchv=1iPe6Iegom4 https://www.youtube.com/watchv=1iPe6Iegom4"  
[X Link](https://x.com/Mayhem4Markets/status/2019193312792703015)  2026-02-04T23:36Z 251.1K followers, [----] engagements


"It's remarkable that one could buy a nice car and then on top of that have to pay rent to access its features They call it get this "features-as-a-service." Incredible"  
[X Link](https://x.com/Mayhem4Markets/status/2019204324975604102)  2026-02-05T00:20Z 251.2K followers, 10.5K engagements


"Another bloodbath in crypto . . "  
[X Link](https://x.com/Mayhem4Markets/status/2019233745568678022)  2026-02-05T02:16Z 251.3K followers, 28.2K engagements


"Volatility in silver is continuing overnight as the futures are selling off by 10%. 🚨 https://x.com/i/broadcasts/1DXxyWdVZzPGM https://x.com/i/broadcasts/1DXxyWdVZzPGM"  
[X Link](https://x.com/Mayhem4Markets/status/2019242266091814956)  2026-02-05T02:50Z 251.1K followers, [----] engagements


"Mega caps trading like penny stocks. Commodities trading like alt coins. We sure are making volatility great again. Maybe too great. 😂"  
[X Link](https://x.com/Mayhem4Markets/status/2019421911579783670)  2026-02-05T14:44Z 251.1K followers, [----] engagements


"We talked about putting on hedges on January 20th as a way to offset risk in a market where nobody wants to hedge. That's how these things tend to go. We get to extremes where there's universal bullishness. The trade gets lopsided. Then down we go until that resets"  
[X Link](https://x.com/Mayhem4Markets/status/2019430989987213723)  2026-02-05T15:20Z 251.3K followers, [----] engagements


"@TraderadeTweets The world's largest jeweler says it wants to reduce its reliance on silver pivoting instead to platinum-plated material. Sounds like a good time to avoid their products since they basically said they're going to be worthless platinum-plated junk"  
[X Link](https://x.com/Mayhem4Markets/status/2019434154493202645)  2026-02-05T15:33Z 251.1K followers, [----] engagements


""Bian Ximing has built the largest net short position in silver on the Shanghai Futures Exchange with a bet on the metal's collapse now worth almost $300 million. He has made nearly $3 billion from bullish bets on Shanghai Futures Exchange gold contracts since early [----] and now holds a short position of about [---] tons of silver." https://twitter.com/i/web/status/2019434783730729375 https://twitter.com/i/web/status/2019434783730729375"  
[X Link](https://x.com/Mayhem4Markets/status/2019434783730729375)  2026-02-05T15:35Z 251.2K followers, [----] engagements


"Another bloodbath in crypto today . . "  
[X Link](https://x.com/Mayhem4Markets/status/2019460211212239126)  2026-02-05T17:16Z 251.2K followers, [----] engagements


"Check out some of the replies to this post. Wonder how these $MSTR uberbulls are doing now. 😂 $MSTR financial highlights . . . https://t.co/cyJ2Sc69kM $MSTR financial highlights . . . https://t.co/cyJ2Sc69kM"  
[X Link](https://x.com/Mayhem4Markets/status/2019461033052528723)  2026-02-05T17:20Z 251.5K followers, [----] engagements


"$NVDA delays new gaming GPU due to memory chip shortage per @theinformation"  
[X Link](https://x.com/Mayhem4Markets/status/2019464357327835617)  2026-02-05T17:33Z 251.1K followers, [----] engagements


"There were signs that $SLV was becoming a mania. Many ignored them. But crowded trades are the riskiest trades. Because when there's a negative catalyst they can collapse violently. Watch the flows and positioning. Let that data help guide your process. Another sign of silver speculation becoming a mania. $SLV volume is surging to levels not seen since [----]. A lot of this is driven by call buying but there is also a healthy clip of ETF unit buying here. Caution warranted near-term folks. ⚠ https://t.co/T5WSQlgtoq Another sign of silver speculation becoming a mania. $SLV volume is surging to"  
[X Link](https://x.com/Mayhem4Markets/status/2019467473179873303)  2026-02-05T17:45Z 251.2K followers, [----] engagements


"Remember that one time we were told this was the most crypto-friendly admin in history and prices were going meaningfully higher"  
[X Link](https://x.com/Mayhem4Markets/status/2019476088460558842)  2026-02-05T18:19Z 251.2K followers, [----] engagements


"Sounds like the US-Iran talks are going really well so far"  
[X Link](https://x.com/Mayhem4Markets/status/2019494883484913738)  2026-02-05T19:34Z 251.1K followers, [----] engagements


"Selling pressure in crypto is intensifying. Will bitcoin hold over $60K 🤔 Bitcoin drops below $70K and Ether loses $2000 as crypto volatility continues. Watch the price action live complete with flow alerts and a real-time liquidity heatmap. https://t.co/cFFB2eG9AO Bitcoin drops below $70K and Ether loses $2000 as crypto volatility continues. Watch the price action live complete with flow alerts and a real-time liquidity heatmap. https://t.co/cFFB2eG9AO"  
[X Link](https://x.com/Mayhem4Markets/status/2019515499164406029)  2026-02-05T20:56Z 251.2K followers, [----] engagements


"Seeing $MSTR's bitcoin position get liquidated would make me bullish about the potential for a big bounce. Because I think that would be the time when we see the cascade selling that causes massive deleveraging across the space. At that point it would be a much more "de-risked" asset. That doesn't mean I'd want to HODL it forever. Just a bounce from an extreme in negative flow and sentiment is all I'd want to capture. https://twitter.com/i/web/status/2019521836560839052 https://twitter.com/i/web/status/2019521836560839052"  
[X Link](https://x.com/Mayhem4Markets/status/2019521836560839052)  2026-02-05T21:21Z 251.4K followers, 16.1K engagements


"There are so many margin calls going on right now it's insane. Don't lever up if you don't know EXACTLY how to manage that increased risk. Don't overconcentrate in volatile positions. Don't think you're smarter than the market. Manage your risk first and foremost"  
[X Link](https://x.com/Mayhem4Markets/status/2019525690022822340)  2026-02-05T21:37Z 251.3K followers, [----] engagements


"Corporate layoffs in the US during January were the most to start a year since [----]. Let that sink in"  
[X Link](https://x.com/Mayhem4Markets/status/2019541285829324915)  2026-02-05T22:38Z 251.4K followers, [----] engagements


"$IREN is a troubled company. Signs have been there for a while. The whole "neocloud" space is just where the larger techs are outsourcing their genAI risk. You know in case the whole growth narrative doesn't pan out. Shares are down about 24% after hours as the firm reports a $155.4M net loss. Higher than expected. Here's something you don't see every day. Short interest in $IREN is rising as the stock price surges. Some hedge funds are apparently increasingly confident that this company is a dud. Time will tell who's right but most of the time you see short covering into a surge."  
[X Link](https://x.com/Mayhem4Markets/status/2019547878352646522)  2026-02-05T23:05Z 251.4K followers, 48.1K engagements


"Insiders continue to sell down their holdings. It's almost as if they knew something was coming. Interesting"  
[X Link](https://x.com/Mayhem4Markets/status/2019565189851673047)  2026-02-06T00:13Z 251.3K followers, 12.8K engagements


"@BKnight221 LFCF of -$957M vs cash of $1.03B = recipe for further dilution. Enjoy the ride"  
[X Link](https://x.com/Mayhem4Markets/status/2019567218502299746)  2026-02-06T00:22Z 251.2K followers, [---] engagements


"There is no Strategy"  
[X Link](https://x.com/Mayhem4Markets/status/2021715719390413232)  2026-02-11T22:39Z 251.9K followers, 634.8K engagements


"Is this how market tops form Asking for some friends here. 🙃"  
[X Link](https://x.com/Mayhem4Markets/status/2021987763592233331)  2026-02-12T16:40Z 251.9K followers, 53.4K engagements


"Wow. Tech employment trends are accelerating to the downside. 🚨 Via @GoldmanSachs"  
[X Link](https://x.com/Mayhem4Markets/status/2022401342007054592)  2026-02-13T20:03Z 251.9K followers, 28.5K engagements


"Market sure doesn't feel very risk-on ahead of the long weekend"  
[X Link](https://x.com/Mayhem4Markets/status/2022407551783178689)  2026-02-13T20:28Z 251.9K followers, [----] engagements


"@BillAckman Did you perhaps reset that standard with this tweet"  
[X Link](https://x.com/anyuser/status/1744001950826308037)  2024-01-07T14:24Z 251.8K followers, 3.5M engagements


"30 just ain't what it used to be"  
[X Link](https://x.com/Mayhem4Markets/status/1835499552163414519)  2024-09-16T02:02Z 251.7K followers, 486.1K engagements


"How trading has evolved in 2025"  
[X Link](https://x.com/anyuser/status/1921548978480439334)  2025-05-11T12:52Z 251.8K followers, 2M engagements


"Pretty much 😅😂🤣"  
[X Link](https://x.com/anyuser/status/1980993850421453085)  2025-10-22T13:45Z 251.8K followers, 305.5K engagements


"Such an interesting change in perspective. 🙃 NO ONE IS COMING TO HELP YOU YOURE ON YOUR OWN ACT ACCORDINGLY NO ONE IS COMING TO HELP YOU YOURE ON YOUR OWN ACT ACCORDINGLY"  
[X Link](https://x.com/anyuser/status/1983214118031991191)  2025-10-28T16:47Z 251.8K followers, 205.3K engagements


"Maybe @Amazon shouldn't have fired all those engineers @awscloud is down. Again. That's the third time in about two weeks 🥲"  
[X Link](https://x.com/Mayhem4Markets/status/1984760121830867028)  2025-11-01T23:11Z 251.7K followers, 361.6K engagements


"A lot of altcoins are having a very bad time: "The MarketVector Digital Assets [---] Small-Cap Index which tracks the [--] smallest digital assets in a basket of [---] fell to its lowest level since November [----] on Sunday" Via BBG https://twitter.com/i/web/status/1990417927435137450 https://twitter.com/i/web/status/1990417927435137450"  
[X Link](https://x.com/Mayhem4Markets/status/1990417927435137450)  2025-11-17T13:53Z 251.7K followers, [----] engagements


"$GOOGL's AI supply chain"  
[X Link](https://x.com/Mayhem4Markets/status/2006384003440386067)  2025-12-31T15:16Z 251.6K followers, 29.2K engagements


"Stop trying to fade trends and start riding them"  
[X Link](https://x.com/Mayhem4Markets/status/2016703121892806959)  2026-01-29T02:41Z 251.7K followers, [----] engagements


"It's almost time to buy software stocks with both hands. Chart via @GoldmanSachs"  
[X Link](https://x.com/Mayhem4Markets/status/2017989201371750773)  2026-02-01T15:51Z 251.7K followers, 78.4K engagements


"@SocieteGenerale @jpmorgan @BankofAmerica Here's the trend line I'm watching in the US dollar index. So far we've seen a modest bounce from it just as bearish positioning and flows became very extreme. I suspect a real struggle to break below this trend line and when it does metals will be bid quite aggressively"  
[X Link](https://x.com/Mayhem4Markets/status/2018371405549605262)  2026-02-02T17:10Z 251.6K followers, [----] engagements


"@SocieteGenerale @jpmorgan @BankofAmerica @TraderadeTweets Adding to the crowded US dollar short trade CTAs are also quite net short here via Deutsche Bank"  
[X Link](https://x.com/Mayhem4Markets/status/2018440170870042833)  2026-02-02T21:43Z 251.6K followers, [----] engagements


"Sam Altman is one of the worst corporate leaders I've ever seen. He has no real plan. He's not charismatic. He has a history of pitting his subordinates against each other rather than team building. OpenAI under his leadership is lagging behind their competition more and more. I think that the drama between Nvidia and OpenAI also suggests that OpenAI's management is negligent and incompetent. But more than that remember the promises of PhD-level AI We were supposed to see that already from this firm. Instead they've pivoted to video slop erotica and running ads. All "last resort" plays for a"  
[X Link](https://x.com/Mayhem4Markets/status/2018724042132349429)  2026-02-03T16:31Z 251.6K followers, 95K engagements


"Software stocks are getting gutted again. The selling pressure is reaching a crescendo. There will be a big buying opportunity when it lets up. Make a shopping list"  
[X Link](https://x.com/Mayhem4Markets/status/2018748152120017346)  2026-02-03T18:07Z 251.7K followers, 47.1K engagements


"An absolutely stunning divergence between software stocks and the S&P [---]. There is real panic selling in this space. Just what you want to see to make a shopping list of the beaten down gems"  
[X Link](https://x.com/Mayhem4Markets/status/2018761250025435339)  2026-02-03T18:59Z 251.6K followers, 35.6K engagements


"Just in: $AMD earnings Adj EPS $1.53 vs $1.32 ✅ Rev. $10.27B vs $9.65B ✅ R&D Expenses $2.33B vs $2.16B ❌ CAPEX $222M vs $231.4M ✅ Adj. Oper Income $2.85B vs $2.47B ✅ Sees 1Q Rev. $9.5B TO $10.1B vs $9.39B ✅ Sees 1Q Adj Gross Margin About 55% vs 54.5% ✅ Shares down 5% AH We'll be covering $AMD earnings. Estimates are for $1.32 EPS and $9.65B in sales. Options are pricing in a +/- 7.7% move for the stock. Call wall at $260 and put wall at $220. Release around 4:15 pm ET and call at 5:00 pm ET. Watch it all live here https://t.co/dwyqCOuzL0 We'll be covering $AMD earnings. Estimates are for"  
[X Link](https://x.com/Mayhem4Markets/status/2018797254107357612)  2026-02-03T21:22Z 251.8K followers, 13.8K engagements


"Is $MSFT (blue) telling us where $QQQ (gold) is headed 🤔"  
[X Link](https://x.com/Mayhem4Markets/status/2018812249130070451)  2026-02-03T22:22Z 251.8K followers, 28.9K engagements


"$GOOGL's conference call is starting now. Watch it live right here with the price reaction. https://x.com/i/broadcasts/1DXxyWdVZzPGM https://x.com/i/broadcasts/1DXxyWdVZzPGM"  
[X Link](https://x.com/Mayhem4Markets/status/2019161423692116153)  2026-02-04T21:29Z 251.7K followers, [----] engagements


"I have to wonder what it's like to be this high. 🥴"  
[X Link](https://x.com/Mayhem4Markets/status/2019183786542485807)  2026-02-04T22:58Z 251.6K followers, 77.8K engagements


"The hype cycle around Gartner's stock broke down rather violently to the trough of disillusionment. $IT"  
[X Link](https://x.com/Mayhem4Markets/status/2019234464619196657)  2026-02-05T02:19Z 251.6K followers, [----] engagements


"Good morning friends Silver remains volatile along with the rest of the markets. Tune in to watch the price action live complete with flow alerts and live news. https://x.com/i/broadcasts/1PlKQObrQvdJE https://x.com/i/broadcasts/1PlKQObrQvdJE"  
[X Link](https://x.com/Mayhem4Markets/status/2019418753201488075)  2026-02-05T14:32Z 251.7K followers, 16.6K engagements


"Here are this week's bullish above / bearish below pivots for the S&P [---] NASDAQ gold and silver. Good luck out there friends Join me for an interactive overview on what's going on in the markets and live order flow analysis after the bell. https://t.co/8h1LOK28UV Join me for an interactive overview on what's going on in the markets and live order flow analysis after the bell. https://t.co/8h1LOK28UV"  
[X Link](https://x.com/Mayhem4Markets/status/2021230265373270467)  2026-02-10T14:30Z 251.6K followers, [----] engagements


"This is wild: "Tether remains the largest non-sovereign buyer of physical gold and now ranks within the top [--] global gold holders surpassing countries like Australia the UAE Qatar South Korea and Greece." Via @GOLDCOUNCIL https://twitter.com/i/web/status/2021249501978140795 https://twitter.com/i/web/status/2021249501978140795"  
[X Link](https://x.com/Mayhem4Markets/status/2021249501978140795)  2026-02-10T15:46Z 251.7K followers, [----] engagements


"Commodity fund inflows have slowed significantly over the last couple of weeks per @EPFR. I see this as buyers taking their foot off the gas pedal but nobody is hitting the breaks yet. I still believe commodities can run from here given the backdrop of aggressive spending"  
[X Link](https://x.com/Mayhem4Markets/status/2021257533684326542)  2026-02-10T16:18Z 251.6K followers, [----] engagements


"Here comes the big squeeze Shorts have stacked up record bets against SaaS per JP Morgan. You know what they say about shorting into the hole right 😂 I just posted a solid swing long idea in the space that I think has great r/r and upside potential from here for members"  
[X Link](https://x.com/Mayhem4Markets/status/2021283778597925017)  2026-02-10T18:03Z 251.6K followers, [----] engagements


"Interesting. Personally I find AI to help me improve productivity as a force multiplier. This study says otherwise. What has your experience been 🤔 "A 8-month field study at a US tech company with about [---] employees found that AI use did not shrink work it intensified it and made employees busier. Task expansion happened because AI filled in gaps in knowledge so people started doing work that used to belong to other roles or would have been outsourced or deferred.""  
[X Link](https://x.com/Mayhem4Markets/status/2021309957728047139)  2026-02-10T19:47Z 251.7K followers, [----] engagements


"SaaS stocks are also cheaper than they were during "Liberation Day". Back to late-2022 valuations. 🧐 Via @jpmorgan"  
[X Link](https://x.com/Mayhem4Markets/status/2021313740033929581)  2026-02-10T20:02Z 251.7K followers, [----] engagements


"@200pipss @jpmorgan @TraderadeTweets Term quite old. Two decades or so Software-as-a-Service aka subscription or pay-as-you-go models"  
[X Link](https://x.com/Mayhem4Markets/status/2021317711150629341)  2026-02-10T20:17Z 251.6K followers, [---] engagements


"@jpmorgan Guess who's buying the SaaS dip We are. Record retail inflows via Vanda"  
[X Link](https://x.com/Mayhem4Markets/status/2021318832472613070)  2026-02-10T20:22Z 251.7K followers, [----] engagements


"Maybe we aren't as back as we thought: $HOOD"  
[X Link](https://x.com/Mayhem4Markets/status/2021336173059387839)  2026-02-10T21:31Z 251.7K followers, [----] engagements


"My guess would be a tanker seizure by Feb 28th as I think we'll see some back-and-forth between the US and Iran trying to restart talks. But I don't think the talks really resume or go anywhere so there will likely be more escalation such as a seizure. 🚨 NEW POLYMARKET: U.S. forces seize another oil tanker by. https://t.co/B27qWz7rny 🚨 NEW POLYMARKET: U.S. forces seize another oil tanker by. https://t.co/B27qWz7rny"  
[X Link](https://x.com/Mayhem4Markets/status/2021346287074017605)  2026-02-10T22:11Z 251.7K followers, [----] engagements


"The S&P [---] is not cheap here. Via @GoldmanSachs"  
[X Link](https://x.com/Mayhem4Markets/status/2021408150025539717)  2026-02-11T02:17Z 251.8K followers, [----] engagements


"Soon stocks and options will trade 24/7 and everyone will hate it. 😂"  
[X Link](https://x.com/Mayhem4Markets/status/2021412666225590664)  2026-02-11T02:35Z 251.8K followers, 14.3K engagements


"Also think unified memory architectures will make *having* to get a discrete GPU much less important if all one is doing is basic inference. The Macs are doing a great job demonstrating that value and so are the specialized systems like the AMD AI Max 395+. As time goes on the cost for inference is going to go down even more. https://twitter.com/i/web/status/2022078764801290614 https://twitter.com/i/web/status/2022078764801290614"  
[X Link](https://x.com/Mayhem4Markets/status/2022078764801290614)  2026-02-12T22:42Z 251.7K followers, [--] engagements


"$PLTR earnings are out with a DOUBLE BEAT Adj EPS of $0.25 vs $0.23 ✅ Revenue $1.41B vs $1.328B ✅ Sees Q1 revenue at $1.3B to $1.5B $PLTR earnings are out soon Estimates are for $0.23 EPS and $1.34B in sales for Q4 '25. Options are pricing in a +/- 9.8% move. The average next day move is +/- 16.5%. There's call wall resistance at $180 and put wall support at $140. Watch it live https://t.co/CjCkvW6HI9 $PLTR earnings are out soon Estimates are for $0.23 EPS and $1.34B in sales for Q4 '25. Options are pricing in a +/- 9.8% move. The average next day move is +/- 16.5%. There's call wall"  
[X Link](https://x.com/Mayhem4Markets/status/2018430885033357740)  2026-02-02T21:06Z 251.9K followers, 13.6K engagements


"Correction: $PLTR sees Q1 revenue of $1.532B to $1.536B vs $1.318B estimate ✅ $PLTR sees FY26 sales of $7.182B to $7.198B vs $6.124B estimate ✅"  
[X Link](https://x.com/Mayhem4Markets/status/2018431988118503882)  2026-02-02T21:11Z 251.9K followers, [----] engagements


"Consumers are feeling worse than they did during the COVID crash. We're back to levels not seen since [----]. Why The K-shaped economy. Most American households are being left behind. They don't have a large amount of assets. Instead they're taking on more liabilities to fund their rising cost of living. The top 10% are loving this environment. But hard working families are being ground into dust by politicians that serve economic elites over their interests. It's not a problem with one party or another. It's a problem that exposes the rot within our political system. Two "parties" that both"  
[X Link](https://x.com/Mayhem4Markets/status/2019570869761192136)  2026-02-06T00:36Z 251.9K followers, 29K engagements


"There was almost no job growth in the US last year. The data was wildly inaccurate. That's where we are in the K-shaped economy. Those with assets do well. Those without assets are being ground into dust. Save. Live below your means. Pay down debts. Acquire assets"  
[X Link](https://x.com/Mayhem4Markets/status/2021681626715943227)  2026-02-11T20:23Z 251.9K followers, 25K engagements


"@failcascade @MiniMax_AI I mean 192GB is more than enough. :-) 5-bit Unsloth Dynamic quants help to improve overall quality quite a bit. With that and 8-bit context should be able to get about 200K tokens. Then can use techniques like DCP to minimize window growth and keep speed high"  
[X Link](https://x.com/Mayhem4Markets/status/2021996144038174771)  2026-02-12T17:13Z 251.9K followers, [---] engagements


"Guess what's bouncing back today Small caps. Outperforming their large cap counterparts across value core and growth gains. Mid caps are not too far behind. Large caps are underperforming but the value bid is certainly worth noting. Rotation rotation rotation. 🕺"  
[X Link](https://x.com/Mayhem4Markets/status/2022367159490330870)  2026-02-13T17:47Z 251.9K followers, [----] engagements


"@sjollivier if that's true how does one account for the triple digit commercial sales growth and platform stickiness"  
[X Link](https://x.com/Mayhem4Markets/status/2022401481589297440)  2026-02-13T20:04Z 251.9K followers, [--] engagements


"Emerging markets and hot as they see the highest inflows in over two decades. There are still plenty of opportunities. Do your homework. Make a list"  
[X Link](https://x.com/Mayhem4Markets/status/2022456465362235816)  2026-02-13T23:42Z 251.9K followers, [----] engagements


"@AaronRentfrew @Bitcoin_Teddy So hard"  
[X Link](https://x.com/Mayhem4Markets/status/2022697808772395057)  2026-02-14T15:41Z 251.9K followers, [--] engagements


"Saudi Arabia is dumping their US Treasury holdings 👀 Feb 2020: $184B Jun 2023: $108B"  
[X Link](https://x.com/Mayhem4Markets/status/1700627526874234964)  2023-09-09T21:49Z 251.8K followers, 1.7M engagements


"Wow. If you net out the Mag [--] from the S&P [---] the remaining [---] stocks have barely gone anywhere in over a decade (comparatively speaking). Chart: Goldman Sachs Now this is pretty crazy. If you net out tech from the global stock market it's been just moving sideways for years. Chart: Goldman Sachs https://t.co/1v39DGnVKT Now this is pretty crazy. If you net out tech from the global stock market it's been just moving sideways for years. Chart: Goldman Sachs https://t.co/1v39DGnVKT"  
[X Link](https://x.com/Mayhem4Markets/status/1931060432821010860)  2025-06-06T18:47Z 251.8K followers, 1.4M engagements


"AI was made for memes 😂"  
[X Link](https://x.com/Mayhem4Markets/status/1931367214269034527)  2025-06-07T15:06Z 251.8K followers, 391.7K engagements


"Wow. 95% of organizations investing in generative AI have little or nothing to show for it per @MIT"  
[X Link](https://x.com/Mayhem4Markets/status/1957538110126059948)  2025-08-18T20:20Z 251.8K followers, 314.4K engagements


"Who made this 🤣"  
[X Link](https://x.com/Mayhem4Markets/status/1977003060275953890)  2025-10-11T13:27Z 251.8K followers, 2.2M engagements


"Gen-Z is done with booze. 🥲"  
[X Link](https://x.com/Mayhem4Markets/status/2016206259091886494)  2026-01-27T17:46Z 251.9K followers, 6M engagements


"It's good when an entire country's stock market trades like a meme coin right Asking for a friend"  
[X Link](https://x.com/Mayhem4Markets/status/2018841715537498197)  2026-02-04T00:19Z 251.8K followers, 11.7K engagements


"There are NO excuses. There is NO defense. @GoldmanSachs you're on blast. You can't pretend this is OK. It's not. Fire Ruemmler. She's complicit. Called Epstein "Uncle Jeffrey" and spoke of him as "another older brother". She took tens of thousands in gifts. Even slept with one of Epstein's lawyers and then forwarded the email from his aggrieved wife to Epstein. She spoke of Epstein with adoration saying "I adore him". There's no denying she knew how awful of a human being he was. Goldman continues to inexplicably defend and retain Ruemmler as their General Counsel. This complicity suggests"  
[X Link](https://x.com/Mayhem4Markets/status/2018872810622619836)  2026-02-04T02:22Z 251.8K followers, 14.4K engagements


"Developing: $GOOGL earnings are out Revenue $113.83B est. $111.4B ✅ Revenue ex-TAC $97.23B est. $95.17B ✅ Operating income $35.93B est. $36.95B ❌ Google Services revenue $95.86B est. $94.9B ✅ Google Advertising revenue $82.28B est. $80.89B ✅ Google Search & Other revenue $63.07B est. $61.37B ✅ YouTube Ads revenue $11.38B est. $11.78B ❌ Google Cloud revenue $17.66B est. $16.2B ✅ Capex $91.45B est. $28.17B 🤯🤯🤯 Watch the price reaction live $GOOGL Q4 [----] earnings are coming out after the bell with the call at 4:30 pm ET. Estimates are for $2.65 EPS and $95.2B in sales Options imply a move of"  
[X Link](https://x.com/Mayhem4Markets/status/2019155052737294467)  2026-02-04T21:04Z 251.9K followers, 12.9K engagements


"We know you're in panic mode. Things at OpenAI are not going well. You described running ads as a "last resort". I imagine pivoting to AI video slop and erotica were also a "last resort". This from a company that promised the world PhD-level AI but has yet to deliver as they slip behind competitors like . *checks notes* . ah yes. Anthropic. And I'm not even a huge Anthropic fan. I prefer local inference but it's clear as day that OpenAI ceded their lead against Anthropic Google and others and is now flailing around aimlessly. All of these circular AI deals have also tied the fate of many"  
[X Link](https://x.com/Mayhem4Markets/status/2019166154418180420)  2026-02-04T21:48Z 251.9K followers, 24.6K engagements


"@saylor You have no Strategy"  
[X Link](https://x.com/Mayhem4Markets/status/2019428695380041812)  2026-02-05T15:11Z 251.9K followers, 39.3K engagements


"Why bother tuning into $MSTR's earnings call tonight when you can watch it right here before it happens 🤣"  
[X Link](https://x.com/Mayhem4Markets/status/2019477775388750117)  2026-02-05T18:26Z 251.9K followers, 150K engagements


"There is a huge difference between artificial and actual scarcity. Once you appreciate this and the long-term implications you'll realize why it makes more sense to own gold than bitcoin"  
[X Link](https://x.com/Mayhem4Markets/status/2019486393274134672)  2026-02-05T19:00Z 251.9K followers, [----] engagements


"Q4 [----] Earnings are out for $AMZN. Another huge CapEx surprise guiding for $200B of spending in [----] vs estimates of 146.11B. Shares falling down 10% after hours. Here's the breakdown: EPS $1.95 est. $1.96 ❌ Net Sales $213.39B est. $211.49B ✅ Sees Q1 Net Sales $173.5B$178.5B est. $175.54B 🤷♂ Sees Q1 Operating Income $16.5B$21.5B est. $22.24B ❌ Operating Income $24.98B est. $24.82B ✅ Operating Margin 11.7% est. 11.7% 🤷♂ AWS Net Sales $35.58B est. $34.88B ✅ AWS Net Sales ex-FX +24% est. +21% ✅ North America Net Sales $127.08B est. $127.21B ❌ Physical Stores Net Sales $5.86B est. $5.88B ❌"  
[X Link](https://x.com/Mayhem4Markets/status/2019518593738707269)  2026-02-05T21:08Z 251.8K followers, 33.8K engagements


"Is $MSTR F C K E D 🤔"  
[X Link](https://x.com/Mayhem4Markets/status/2019538634748375504)  2026-02-05T22:28Z 251.9K followers, 13.6K engagements


""Why don't younger people want to start a family" 🤔"  
[X Link](https://x.com/Mayhem4Markets/status/2019560610066026838)  2026-02-05T23:55Z 251.9K followers, 115.1K engagements


"Join me for an interactive overview on what's going on in the markets and live order flow analysis after the bell. https://x.com/i/broadcasts/1MnGnPwmvrwxO https://x.com/i/broadcasts/1MnGnPwmvrwxO"  
[X Link](https://x.com/Mayhem4Markets/status/2021223210235122132)  2026-02-10T14:02Z 251.8K followers, 14.9K engagements


"So far so good on this $UI swing long. The stock is trading $723 today vs $563 when I shared this idea with members Will close out the position at $750. 😎👍"  
[X Link](https://x.com/Mayhem4Markets/status/2021270670395531571)  2026-02-10T17:10Z 251.8K followers, [----] engagements


"Fed's Hammack: It is important to get 2% inflation before changing rates again"  
[X Link](https://x.com/Mayhem4Markets/status/2021281433042514159)  2026-02-10T17:53Z 251.8K followers, [----] engagements


"Wow. The top [--] stocks make up 39.8% of the S&P [---] index due to market capitalization-based weighting. Meanwhile the 11th-50th largest stocks in the S&P [---] make up just 22.5% of the index near all-time lows. These are both historic extremes that resemble the 1960s Nifty Fifty era. Via @jpmorgan"  
[X Link](https://x.com/Mayhem4Markets/status/2021294556298224003)  2026-02-10T18:45Z 251.9K followers, 70.5K engagements


"Still feeling ultra bearish on SaaS stocks The six-month rolling relative returns are worse than the Dot Com bust. Maybe they can bounce a bit from here 🤔 Via @jpmorgan"  
[X Link](https://x.com/Mayhem4Markets/status/2021312228696183046)  2026-02-10T19:56Z 251.8K followers, 25K engagements


"Looking forward to some terrible jobs data 🥳"  
[X Link](https://x.com/Mayhem4Markets/status/2021391315595034980)  2026-02-11T01:10Z 251.8K followers, 23K engagements


"Also the math ain't mathing"  
[X Link](https://x.com/Mayhem4Markets/status/2021418642567811444)  2026-02-11T02:58Z 251.8K followers, [----] engagements


"gm. I'm sure he was just Zucking aorund. 😂"  
[X Link](https://x.com/Mayhem4Markets/status/2021957905667568066)  2026-02-12T14:41Z 251.9K followers, [----] engagements


"The risk-off rotation into safety continues with utilities healthcare and consumer defensives bid as tech skids. The genAI growth narrative remains under scrutiny as CapEx surges. This ongoing rotation is why we thought [----] was a great year to add to defensive allocations"  
[X Link](https://x.com/Mayhem4Markets/status/2021985478661247369)  2026-02-12T16:31Z 251.9K followers, [----] engagements


"If you've been waiting to pull the trigger on local inference @MiniMax_AI M2.5 has just changed the game. A model that's a fraction of the size of its competitors like Claude Opus and GPT [---] yet performs as well if not better in many use cases. Small enough for home labs powerful enough for complex agentic coding and more. I'm really excited about this model. I think it puts us on track to have frontier-level AI capabilities that can be run on local hardware/software stacks. That's a really big deal too. Imagine no limits and no charges per token. The only limit is your setup. [----] is the"  
[X Link](https://x.com/Mayhem4Markets/status/2021990494197141534)  2026-02-12T16:51Z 251.9K followers, 24.2K engagements


"The market is having its DeepSeek [---] moment. That's one of the big drivers of this rotation into more defensive positioning today. It's actually a pretty big deal if you think about the math. Seeing open weight models a fraction of the size of the US frontier AI models compete in the same class is going to accelerate the AI efficiency evolution. It's not about pure scale it's about intelligence density per parameter. That is to say if you can have a 230B parameter model that performs like a 1.2T parameter but takes much less memory and compute -- and to top it all off is faster -- well that"  
[X Link](https://x.com/Mayhem4Markets/status/2022058122488033752)  2026-02-12T21:19Z 251.9K followers, 39.6K engagements


"@ayush_jasoria These have to be automated replies because they are missing the point completely twice in a row lol"  
[X Link](https://x.com/Mayhem4Markets/status/2022060737993335008)  2026-02-12T21:30Z 251.9K followers, [----] engagements


"I hear things are going really well at xAI"  
[X Link](https://x.com/Mayhem4Markets/status/2022131565837660301)  2026-02-13T02:11Z 251.9K followers, 20.9K engagements


"The US continues to underperform global markets. There are great opportunities out there particularly in emerging markets. Via Datastream"  
[X Link](https://x.com/Mayhem4Markets/status/2022145601685864752)  2026-02-13T03:07Z 251.9K followers, [----] engagements


"gm. don't be like this guy. always use stops. 🍵"  
[X Link](https://x.com/Mayhem4Markets/status/2022301823340511274)  2026-02-13T13:28Z 251.9K followers, [----] engagements


"@dnlkwk it's wild"  
[X Link](https://x.com/Mayhem4Markets/status/2022312314934866304)  2026-02-13T14:10Z 251.9K followers, [---] engagements


"This is a very exciting day for open weight AI models. MiniMax-M2.5 is easily the best out there. It's small enough to fit on my system yet powerful enough to be really helpful for agentic coding and other workloads. I will be running MiniMax-M2.5 very soon on my own workstation. Likely later today if the quantized weights are available. I'll share my thoughts and demonstrate the model's capabilities. MiniMax-M2.5 is now open source. Trained with reinforcement learning across hundreds of thousands of complex real-world environments it delivers SOTA performance in coding agentic tool use"  
[X Link](https://x.com/Mayhem4Markets/status/2022321548363706669)  2026-02-13T14:46Z 251.9K followers, 12.9K engagements


"Deutsche Bank's views on the discount in SaaS stocks. [--]. Software Sector Over-Discounted on AI: Stocks down over 20% YTD with 21% multiple compression; DB identifies $CLBT $CRM $INTU $NOW as compelling Buys using GenAI resilience scorecard and valuation metrics (GAAP EPS/FCF SBC multiples). [--]. Barriers to Exit Drive Disruption Risk: Primary factor determining resilience; lower scores (retention rates data moats ecosystem strength) signal higher AI disruption vulnerability overriding product innovation focus. https://twitter.com/i/web/status/2022330768337383425"  
[X Link](https://x.com/Mayhem4Markets/status/2022330768337383425)  2026-02-13T15:23Z 251.9K followers, 45.7K engagements


"@AJButton2 so he's the GOAT at doubting bitcoin he's not rare in that view"  
[X Link](https://x.com/Mayhem4Markets/status/2022331959998067191)  2026-02-13T15:28Z 251.9K followers, [--] engagements


"Just got the quantized weights downloaded and am running a few tests. So far I can say MiniMax-M2.5 is definitely faster than its predecessor by about 20-30%. That's a nice improvement for an already very fast model. Now working on some agentic coding tests using OpenCode as a harness. Will also experiment with Droid and Claude Code (but directing them to use MiniMax-M2.5. One simple and even a bit silly test I like to run on every model is whether it can one-shot a decent web-based Tetris game. Let's see how M2.5 does on this very simple test. :-)"  
[X Link](https://x.com/Mayhem4Markets/status/2022371730509967827)  2026-02-13T18:06Z 251.9K followers, [----] engagements


"It absolutely cooked on this simple test. Took about [--] minutes and MiniMax-M2.5 one-shotted a fully functional web-based Tetris clone with [--] levels of increasing difficulty. Not bad. Time to dig in even more now. :-)"  
[X Link](https://x.com/Mayhem4Markets/status/2022372588261896228)  2026-02-13T18:09Z 251.9K followers, [----] engagements


"@Ambroise23968 No. My workstation has 192GB of VRAM. I am currently running a 4-bit quantized version of M2.5 right. Looking forward to the 5-bit weights when they drop. 192GB of VRAM is more than enough to run this model at a decent precision with plenty of high quality context"  
[X Link](https://x.com/Mayhem4Markets/status/2022379423203496229)  2026-02-13T18:36Z 251.9K followers, [--] engagements


"The US consumer is showing more signs of stress. 🚨 - 12.7% of credit card balances are [--] or more days late a level not seen since [----]. - Auto loan delinquencies are also elevated hitting 5.21% and recently peaking at levels not seen since just before the COVID crash"  
[X Link](https://x.com/Mayhem4Markets/status/2022425190224007347)  2026-02-13T21:38Z 251.9K followers, 13.8K engagements


"Creepy and terrible"  
[X Link](https://x.com/Mayhem4Markets/status/2022534558441169178)  2026-02-14T04:53Z 251.9K followers, [----] engagements


"Wow. The total number of federal employees is at the lowest level in [--] years after the mass layoffs by Trump. 😮"  
[X Link](https://x.com/Mayhem4Markets/status/2022710340526436356)  2026-02-14T16:31Z 251.9K followers, [----] engagements


"One of the few presidential candidates I supported was Ron Paul. He didn't want endless wars. He wasn't in favor of Wall Street over Main Street. He didn't think the government should be bloated and wasteful. He warned about what was to come too"  
[X Link](https://x.com/anyuser/status/2022712457450455044)  2026-02-14T16:40Z 251.9K followers, [----] engagements

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