[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @MikeZaccardi Mike Zaccardi, CFA, CMT 🍖 Mike Zaccardi, CFA, CMT, appears to be active on social media, sharing market insights and data. His recent posts highlight various trends, including a strong labor market, corporate borrowing for AI and data center spending, and shifts in intermarket relationships. He also shares technical analysis and commentary on stocks, including notable companies like $NVDA, $MSFT, and $AMZN. ### Engagements: XXXXXX [#](/creator/twitter::22073146/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX -XX% - X Year XXXXXXXXXX +18% ### Mentions: XXX [#](/creator/twitter::22073146/posts_active)  - X Week XXX -XX% - X Month XXXXX -XXXX% - X Months XXXXX +57% - X Year XXXXX +61% ### Followers: XXXXXX [#](/creator/twitter::22073146/followers)  - X Week XXXXXX +0.30% - X Month XXXXXX +1.20% - X Months XXXXXX +16% - X Year XXXXXX +48% ### CreatorRank: XXXXXXX [#](/creator/twitter::22073146/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #6093 [stocks](/list/stocks) #3098 [cryptocurrencies](/list/cryptocurrencies) #3582 [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [exchanges](/list/exchanges) #971 [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [fashion brands](/list/fashion-brands) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$xrt](/topic/$xrt) #2, [spx](/topic/spx) #38, [ai](/topic/ai) 2.93%, [stocks](/topic/stocks) #992, [core](/topic/core) 2.35%, [$iwm](/topic/$iwm) #9, [inflation](/topic/inflation) #433, [$orcl](/topic/$orcl) #22, [$smh](/topic/$smh) #17, [commodities](/topic/commodities) #111 **Top accounts mentioned or mentioned by** [@william_r2rclub](/creator/undefined) [@stockcharts](/creator/undefined) [@augurinfinity](/creator/undefined) [@seekingalpha](/creator/undefined) [@dailychartbook](/creator/undefined) [@investibrew](/creator/undefined) [@wisdomtreefunds](/creator/undefined) [@kalshi](/creator/undefined) [@wallsthorizon](/creator/undefined) [@pdunuwila](/creator/undefined) [@yardeni](/creator/undefined) [@business](/creator/undefined) [@factset](/creator/undefined) [@jimcantore](/creator/undefined) [@carlquintanilla](/creator/undefined) [@schroders](/creator/undefined) [@divestech](/creator/undefined) [@freesites_com](/creator/undefined) [@tagthatstock](/creator/undefined) [@christinlshort](/creator/undefined) **Top assets mentioned** [Robonomics Network (XRT)](/topic/$xrt) [Oracle Corporation (ORCL)](/topic/$orcl) [Spacemesh (SMH)](/topic/$smh) [Vixco (VIX)](/topic/$vix) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [DeepBrain Chain (DBC)](/topic/$dbc) [iShares BTC Trust (IBIT)](/topic/$ibit) [Walmart, Inc. (WMT)](/topic/$wmt) [Broadcom, Inc. (AVGO)](/topic/$avgo) [SPDR GOLD ETF (GLD)](/topic/$gld) [Bitcoin (BTC)](/topic/bitcoin) [Eli Lilly and Company (LLY)](/topic/$lly) [GammaSwap (GS)](/topic/$gs) [Bank of America (BAC)](/topic/bank-of-america) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [BlueMove (MOVE)](/topic/$move) [Goldman Sachs (GS)](/topic/goldman-sachs) [JPMorgan Chase (JPM)](/topic/$jpm) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Decentral Games (DG)](/topic/$dg) [Newmont Corporation (NEM)](/topic/$nem) [Micron Technology, Inc. (MU)](/topic/$mu) [Costco Hot Dog (COST)](/topic/$cost) [ETHA Lend (ETHA)](/topic/$etha) [IBM (IBM)](/topic/ibm) [Western Digital Corp (WDC)](/topic/$wdc) [Stacks (STX)](/topic/$stx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Target Corporation (TGT)](/topic/$tgt) [Morgan Stanley (MS)](/topic/morgan-stanley) [Autozone Inc (AZO)](/topic/autozone) [Unilever plc (UL)](/topic/$ul) [Netflix Inc (NFLX)](/topic/$nflx) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Nike Inc (NKE)](/topic/$nke) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl) [Norwegian Cruise Line Holdings, Ltd. (NCLH)](/topic/$nclh) [CYCLEAN (CCL)](/topic/$ccl) ### Top Social Posts Top posts by engagements in the last XX hours "BofA: Hyperscalers are now more capital-intensive than the oil majors" [X Link](https://x.com/MikeZaccardi/status/1994771981573521452) 2025-11-29T14:14Z 66.5K followers, 90.5K engagements "Morgan Stanley: Drivers of 2026 Growth Acceleration" [X Link](https://x.com/MikeZaccardi/status/1998035007466533097) 2025-12-08T14:20Z 66.5K followers, 21.1K engagements "$AVGO Broadcom ATH. more tk from me on that one (and $ORCL) over at @stockcharts" [X Link](https://x.com/MikeZaccardi/status/1998043611875754435) 2025-12-08T14:54Z 66.5K followers, 2232 engagements "$SMH vs $IGV . one to watch this week with $AVGO and $ORCL reporting. More from me on @stockcharts:" [X Link](https://x.com/MikeZaccardi/status/1998139789548150964) 2025-12-08T21:17Z 66.5K followers, 2793 engagements "$AZO AutoZone GAAP EPS of $XXXXX misses by $XXXX revenue of $4.63B misses by $10M same-store sales and margins fall short of expectations" [X Link](https://x.com/MikeZaccardi/status/1998367538749583554) 2025-12-09T12:22Z 66.5K followers, 8871 engagements "Small Business Optimism Edges Up in November Labor quality is Main Street's top issue" [X Link](https://x.com/MikeZaccardi/status/1998370239596159461) 2025-12-09T12:32Z 66.5K followers, 2325 engagements "$XRT retailer ETF - best 2-day rally in two years. "Rage-shopping takes off as Americans load up for Thanksgiving."" [X Link](https://x.com/MikeZaccardi/status/1993779360826876019) 2025-11-26T20:30Z 66.4K followers, 2561 engagements "Retailers in the Midwest & Northeast are not complaining about this forecast $XRT #natgas $UNG" [X Link](https://x.com/MikeZaccardi/status/1996386639862468751) 2025-12-04T01:10Z 66.4K followers, 3242 engagements "Great news for retailers Tons of record-low temperatures from Illinois to Maine this morning. @jimcantore $XRT" [X Link](https://x.com/MikeZaccardi/status/1996902914988589060) 2025-12-05T11:22Z 66.4K followers, 2484 engagements "Commodities $DBC 3yr high" [X Link](https://x.com/MikeZaccardi/status/1996960562488479910) 2025-12-05T15:11Z 66.5K followers, 14.4K engagements "$XRT retail ETF ripping toward 4-year highs" [X Link](https://x.com/MikeZaccardi/status/1996972791766093917) 2025-12-05T15:59Z 66.5K followers, 2123 engagements "$VIX dipped to settle at XXXXX last week" [X Link](https://x.com/MikeZaccardi/status/1997698493050220758) 2025-12-07T16:03Z 66.4K followers, 2466 engagements "If you prefer underperforming and paying more capital gains tax then active mutual funds are for you JPMAM" [X Link](https://x.com/MikeZaccardi/status/1997710601989062901) 2025-12-07T16:51Z 66.4K followers, 6784 engagements "GS: Low Vol and Dividend Aristocrats outperformed the market since 1996 trade at a discount" [X Link](https://x.com/MikeZaccardi/status/1997973105575170234) 2025-12-08T10:14Z 66.4K followers, 3187 engagements "Liquidity conditions are improving. Citadel Rubner" [X Link](https://x.com/MikeZaccardi/status/1998034148758319239) 2025-12-08T14:17Z 66.4K followers, 2473 engagements "Investing at an all-time high is no riskier than buying at other times JPMAM" [X Link](https://x.com/MikeZaccardi/status/1997710311403467146) 2025-12-07T16:50Z 66.5K followers, 41.9K engagements "Risk happens fast at conferences. $JPM dumps X% after CFO comments at the Goldman Sachs U.S. Financial Services Conference @wallsthorizon @ChristinLShort More from us:" [X Link](https://x.com/MikeZaccardi/status/1998491243093930209) 2025-12-09T20:33Z 66.5K followers, 2287 engagements "Oracle $ORCL paper: The canary in the AI coalmine CDX IG bond spreads vs Oracle 5-year Credit Default Swap BofA Hartnett" [X Link](https://x.com/MikeZaccardi/status/1989283290361000260) 2025-11-14T10:44Z 66.5K followers, 49.9K engagements "JPMAM: The cost of using AI has fallen big" [X Link](https://x.com/MikeZaccardi/status/1996305368125681753) 2025-12-03T19:47Z 66.5K followers, 17K engagements "$LLY a XX% correction after a fat August-November rally" [X Link](https://x.com/MikeZaccardi/status/1996684951203242039) 2025-12-04T20:56Z 66.5K followers, 3325 engagements "$SMH Semiconductor Company Revenues Are Expected to Increase by XX% From Current Levels by 2026Q4 GS" [X Link](https://x.com/MikeZaccardi/status/1997018655524086167) 2025-12-05T19:02Z 66.5K followers, 2625 engagements "The YTD US Dollar Index performance is the worst since 2003 $DXY $USD $UUP" [X Link](https://x.com/MikeZaccardi/status/1997286185148768674) 2025-12-06T12:45Z 66.5K followers, 3296 engagements "10 largest US stocks over time: Only $MSFT has carried over from 2005 to 2025. JPMAM $MSFT $JPM $BRKA $AAPL 2015 to 2025" [X Link](https://x.com/MikeZaccardi/status/1997305283081629930) 2025-12-06T14:01Z 66.5K followers, 5440 engagements "Small-cap companies expected to grow EPS by a whopping XX% next year $IJR $IWM $VB" [X Link](https://x.com/MikeZaccardi/status/1997309608927408163) 2025-12-06T14:18Z 66.5K followers, 9366 engagements "Nasdaq XXX holding at 29x P/E SPX 23x $RSP 17x" [X Link](https://x.com/MikeZaccardi/status/1997345398604579142) 2025-12-06T16:40Z 66.5K followers, 22.9K engagements "A big spinoff overseas. Magnum Ice Cream valued at $XXX billion in Amsterdam listing $UL" [X Link](https://x.com/MikeZaccardi/status/1997980722297024907) 2025-12-08T10:44Z 66.5K followers, 3110 engagements "YTD SPX gain almost all due to increasing earnings growth estimates GS" [X Link](https://x.com/MikeZaccardi/status/1998012563137626200) 2025-12-08T12:51Z 66.5K followers, 2894 engagements "$LULU $DG $NKE among the SPX losers today. And there's $NFLX . lowest since around Tax Day" [X Link](https://x.com/MikeZaccardi/status/1998107317607268428) 2025-12-08T19:08Z 66.5K followers, 2753 engagements "Goldman $GS among the 52wk highs" [X Link](https://x.com/MikeZaccardi/status/1998107541704720573) 2025-12-08T19:08Z 66.5K followers, 2635 engagements "6.35% mortgage rates" [X Link](https://x.com/MikeZaccardi/status/1998481443165499866) 2025-12-09T19:54Z 66.5K followers, 2098 engagements "$NEM best in the SPX today. gold not up that much $GLD" [X Link](https://x.com/MikeZaccardi/status/1998494843924799756) 2025-12-09T20:47Z 66.5K followers, 2004 engagements "Depending on the free float it'd kick $BRKA out of the top XX SPX weights" [X Link](https://x.com/MikeZaccardi/status/1998496331808256075) 2025-12-09T20:53Z 66.5K followers, 3940 engagements "Nasdaq now 30x earnings SPX 23x Mid-caps 16x" [X Link](https://x.com/MikeZaccardi/status/1984953567690780751) 2025-11-02T11:59Z 66.4K followers, 72.4K engagements "The median S&P XXX stock is in a XX% drawdown" [X Link](https://x.com/MikeZaccardi/status/1992245804027764814) 2025-11-22T14:56Z 66.5K followers, 169.8K engagements "$XRT retail ETF +4.5% best day since May 12" [X Link](https://x.com/MikeZaccardi/status/1993355931766169850) 2025-11-25T16:27Z 66.5K followers, 2075 engagements "A lot of little retailers were up big $XRT" [X Link](https://x.com/MikeZaccardi/status/1993429466144514316) 2025-11-25T21:19Z 66.4K followers, 2889 engagements "Z family Thanksgiving summary: All of my siblings are obsessed with going on cruises. $RCL $NCLH $CCL" [X Link](https://x.com/MikeZaccardi/status/1994388459499262187) 2025-11-28T12:50Z 66.5K followers, 2550 engagements "Emerging markets now +30.01% YTD ex-US small caps very strong in 2025" [X Link](https://x.com/MikeZaccardi/status/1995160676151468102) 2025-11-30T15:59Z 66.4K followers, 17.3K engagements "$DXY $USD on the backfoot to begin December" [X Link](https://x.com/MikeZaccardi/status/1995441629373575380) 2025-12-01T10:35Z 66.4K followers, 2547 engagements "$ACWI up X straight months (total return)" [X Link](https://x.com/MikeZaccardi/status/1995485028629819792) 2025-12-01T13:27Z 66.5K followers, 2276 engagements "Deutsche Bank: Mag X up almost XXX% since Chat's launch X years ago $MAGS" [X Link](https://x.com/MikeZaccardi/status/1995494235068420212) 2025-12-01T14:04Z 66.4K followers, 2763 engagements "Bonds $AGG trending higher vs commodities $DBC since 2022" [X Link](https://x.com/MikeZaccardi/status/1996894992309125543) 2025-12-05T10:50Z 66.4K followers, 5072 engagements "Wall Street banks expect the S&P XXX to post double-digit returns in 2026 with forecasts ranging from 7100 at the low end (Bank of America) to above 8000 (Deutsche Bank). @FT @augurinfinity" [X Link](https://x.com/MikeZaccardi/status/1997050698127581372) 2025-12-05T21:09Z 66.5K followers, 30.7K engagements "Unemployment rate wage growth rate JPMAM" [X Link](https://x.com/MikeZaccardi/status/1997318040732442952) 2025-12-06T14:51Z 66.4K followers, 3288 engagements "Jamie Dimon: U.S. consumers are in good shape amid weakening jobs market" [X Link](https://x.com/MikeZaccardi/status/1997758000010785114) 2025-12-07T19:59Z 66.4K followers, 4758 engagements "GS: International equity correlations have been very low in the last X months pointing to diversification benefits" [X Link](https://x.com/MikeZaccardi/status/1997973196289581501) 2025-12-08T10:15Z 66.5K followers, 1872 engagements "GS: SPX implied volatility term structure. not many risk catalysts expected" [X Link](https://x.com/MikeZaccardi/status/1997973407908962609) 2025-12-08T10:15Z 66.5K followers, 2239 engagements "GS We Find No Meaningful Relationship Between Surprises to Consensus Expectations of Core PPI and Core CPI Each Month" [X Link](https://x.com/MikeZaccardi/status/1997973759383257155) 2025-12-08T10:17Z 66.4K followers, 2096 engagements "$QQQ +0.3% $SPY +0.2% $IBIT +3.2% $AVGO $TSM $MU $ASML rallying $SMH" [X Link](https://x.com/MikeZaccardi/status/1997978768552439856) 2025-12-08T10:37Z 66.4K followers, 2535 engagements "YTD hard and soft commodities another view. Plenty of big losers away from metals" [X Link](https://x.com/MikeZaccardi/status/1998013606839935250) 2025-12-08T12:55Z 66.5K followers, 2238 engagements "BofA: Market expects XX bps of Fed cuts till the end of 2026. That would take money market mutual fund yiels to about XXX% on the very best (low-cost) ones. $VMFXX" [X Link](https://x.com/MikeZaccardi/status/1998013961594118572) 2025-12-08T12:57Z 66.5K followers, 2451 engagements "The global stock market now trades 20x P/E. It was 10x just XX years ago $ACWI $VT" [X Link](https://x.com/MikeZaccardi/status/1998014172982841823) 2025-12-08T12:57Z 66.5K followers, 3407 engagements "The "AI Bubble" bubble may have burst. Citadel Rubner" [X Link](https://x.com/MikeZaccardi/status/1998034047377825908) 2025-12-08T14:16Z 66.5K followers, 22.8K engagements "@bespokeinvest by my count $COST has made one 52wk low since March 2009" [X Link](https://x.com/MikeZaccardi/status/1998059524192719346) 2025-12-08T15:58Z 66.5K followers, 1120 engagements "Goldman points to undervalued heavily shorted staples stocks @seekingalpha" [X Link](https://x.com/MikeZaccardi/status/1998116580786393348) 2025-12-08T19:44Z 66.5K followers, 46.9K engagements "10yr yields around the world marching higher" [X Link](https://x.com/MikeZaccardi/status/1998139358579138623) 2025-12-08T21:15Z 66.4K followers, 2642 engagements "$NVDA +1% AH" [X Link](https://x.com/MikeZaccardi/status/1998144098146857266) 2025-12-08T21:34Z 66.5K followers, 3050 engagements "$ORCL Oracle Q2 earnings on deck: What to expect @stockcharts" [X Link](https://x.com/MikeZaccardi/status/1998423192201994255) 2025-12-09T16:03Z 66.5K followers, 4241 engagements "Everything is pretty flat since the last Fed decision. $SPY $QQQ $IWM $VEU Except bitcoin.that thing turded out to its Nov XX low" [X Link](https://x.com/MikeZaccardi/status/1998498178513997870) 2025-12-09T21:01Z 66.5K followers, 2134 engagements "Datacenter starts spending is accelerating" [X Link](https://x.com/MikeZaccardi/status/1967191598380302495) 2025-09-14T11:40Z 66.4K followers, 89K engagements "17 years ago $LEH $MER $AIG @WSJ" [X Link](https://x.com/MikeZaccardi/status/1967559524023459895) 2025-09-15T12:02Z 66.4K followers, 2801 engagements "Impressive post-Fed rally this morning (ex-China) $SPY +0.9% $QQQ +1.0% $XLK +1.2% $SMH +1.9% $IWM +1.5% $TLT +0.3% $IBIT +1.5% $EFA +0.7% $EEM +0.2% $GLD +0.2%" [X Link](https://x.com/MikeZaccardi/status/1968614494227103806) 2025-09-18T09:54Z 66.4K followers, 2979 engagements "Commodities ETF $DBC a 3-month high" [X Link](https://x.com/MikeZaccardi/status/1971590434603585539) 2025-09-26T14:59Z 66.4K followers, 2641 engagements "$SPY -XXXX% AH $QQQ -XXXX% $SMH -XXXX% $IWM -XXXX% $FXI -XXXX% $IBIT -XXXX% $GLD +0.34%" [X Link](https://x.com/MikeZaccardi/status/1976770109290299474) 2025-10-10T22:01Z 66.4K followers, 4033 engagements "Kroger to hire fewer associates for 2025 holiday season $KR @carlquintanilla" [X Link](https://x.com/MikeZaccardi/status/1980360757276733595) 2025-10-20T19:49Z 66.4K followers, 3490 engagements "Nasdaq 29x earnings. broken record SPX EW 17x" [X Link](https://x.com/MikeZaccardi/status/1981839637619339726) 2025-10-24T21:46Z 66.4K followers, 7878 engagements "The Sneaky Bull Market Nobodys Talking About: Commodities My Wednesday Technical Take on @StockCharts $DBC $GSG $GTX @dailychartbook @Pdunuwila" [X Link](https://x.com/MikeZaccardi/status/1988680035960504775) 2025-11-12T18:47Z 66.4K followers, 5101 engagements "$MAGS could have its lowest close in about X weeks" [X Link](https://x.com/MikeZaccardi/status/1989026349902631139) 2025-11-13T17:43Z 66.4K followers, 3267 engagements "More chip weakness this morning $SMH -1.2%" [X Link](https://x.com/MikeZaccardi/status/1989285119207629248) 2025-11-14T10:51Z 66.4K followers, 2837 engagements "Here's why a XX $VIX is no fun. From @Schroders" [X Link](https://x.com/MikeZaccardi/status/1990737031111102522) 2025-11-18T11:01Z 66.5K followers, 48.3K engagements "Loose market. $SPY +1% Small caps flying +3.1% $IJR Retailers homebuilders regional banks going parabolic $XRT $XHB $KRE" [X Link](https://x.com/MikeZaccardi/status/1991913884303704218) 2025-11-21T16:57Z 66.4K followers, 2703 engagements "Truflation cooled to 2.37%" [X Link](https://x.com/MikeZaccardi/status/1992588664153534486) 2025-11-23T13:38Z 66.4K followers, 3856 engagements "Gold best in show YTD Bitcoin plunges to the very bottom on the total return stack. GS" [X Link](https://x.com/MikeZaccardi/status/1992612417285525539) 2025-11-23T15:13Z 66.4K followers, 3594 engagements "Should we really be afraid of X% inflation CPI since 1914. @yardeni" [X Link](https://x.com/MikeZaccardi/status/1992934079554093511) 2025-11-24T12:31Z 66.4K followers, 4394 engagements "ETH up almost XX% just in the last couple of hours $ETHA" [X Link](https://x.com/MikeZaccardi/status/1993034084499493080) 2025-11-24T19:08Z 66.4K followers, 2778 engagements "Ether $ETHA best day since Jackson Hole +8%" [X Link](https://x.com/MikeZaccardi/status/1993048398186922129) 2025-11-24T20:05Z 66.4K followers, 2438 engagements "-Best Buy raises guidance for the crucial holiday quarter -Dick's Sporting Goods raises FY25 outlook -Kohl's raises FY25 outlook $XRT" [X Link](https://x.com/MikeZaccardi/status/1993294391713136841) 2025-11-25T12:23Z 66.4K followers, 6141 engagements "BofA: After todays PPI report we are tracking September core PCE (Personal Consumption Expenditures) inflation to be XXXX% m/m and XXX% y/y" [X Link](https://x.com/MikeZaccardi/status/1993412946785939465) 2025-11-25T20:14Z 66.4K followers, 2606 engagements "Inflation-adjusted Retail Sales down from March 2021" [X Link](https://x.com/MikeZaccardi/status/1993460517608779948) 2025-11-25T23:23Z 66.4K followers, 11.5K engagements "Best Dow stock YTD $CAT +56% $JNJ $GS $IBM next $NVDA drops to the No. X spot +31% $UNH $CRM have been stuck at the bottom for ages" [X Link](https://x.com/MikeZaccardi/status/1993629604397842600) 2025-11-26T10:35Z 66.4K followers, 3030 engagements "Best S&P XXX stocks so far in 2025 $WDC +248% $HOOD +210% $STX +203% $MU +167% $NEM +132%" [X Link](https://x.com/MikeZaccardi/status/1993629904261329292) 2025-11-26T10:36Z 66.4K followers, 3338 engagements "Heavy data deck ahead of Thanksgiving: Mortgage apps Durable Goods GDP Jobless Claims Business inventories Chicago PMI New Home Sales Business Uncertainty Index Beige Book" [X Link](https://x.com/MikeZaccardi/status/1993630682476577264) 2025-11-26T10:39Z 66.4K followers, 2608 engagements "From @DuncanLamont2 XX% drops happen in more years than not XX% falls happen once every X years @Schroders" [X Link](https://x.com/MikeZaccardi/status/1993680525945381275) 2025-11-26T13:57Z 66.5K followers, 2665 engagements "$MOVE rate vol tumbling toward those 4-year lows again" [X Link](https://x.com/MikeZaccardi/status/1993682839011737977) 2025-11-26T14:06Z 66.4K followers, 2758 engagements "In the long run stocks go up because earnings go up" [X Link](https://x.com/MikeZaccardi/status/1994015129407504725) 2025-11-27T12:07Z 66.4K followers, 13.9K engagements "BofA: Todays S&P has much lower financial leverage than 1990s-2000s" [X Link](https://x.com/MikeZaccardi/status/1994035404962418856) 2025-11-27T13:27Z 66.5K followers, 6773 engagements "Unemployment rate aged 16-19: XXXX% 20-24: XXX% @yardeni" [X Link](https://x.com/MikeZaccardi/status/1994036597059174481) 2025-11-27T13:32Z 66.4K followers, 2854 engagements "Dollar $DXY recovering off its pre-Thanksgiving dip" [X Link](https://x.com/MikeZaccardi/status/1994355517183950905) 2025-11-28T10:39Z 66.4K followers, 2217 engagements "Last X trading days: $IWM +8.6% $IJR +7.9% $XRT +9.2% $XHB +9.5% $XBI +8.2% $KRE +5.7% $IBIT +5.3% $GDX +14.1% $SLV +11.9%" [X Link](https://x.com/MikeZaccardi/status/1994718405115400293) 2025-11-29T10:41Z 66.4K followers, 3348 engagements "BofA: Robinhood holds the biggest share of daily active users vs. Schwab Fidelity E*TRADE IBKR eToro and WeBull" [X Link](https://x.com/MikeZaccardi/status/1994750138762334222) 2025-11-29T12:47Z 66.4K followers, 18K engagements "Best X S&P XXX stocks YTD: $WDC +264% $HOOD +245% $STX +226%" [X Link](https://x.com/MikeZaccardi/status/1995091529363243252) 2025-11-30T11:24Z 66.4K followers, 4178 engagements "International stocks X P/E points cheaper than US equities. That's a lot" [X Link](https://x.com/MikeZaccardi/status/1995160938937192637) 2025-11-30T16:00Z 66.4K followers, 5993 engagements "$GOOGL P/E 5pts higher than $NVDA'" [X Link](https://x.com/MikeZaccardi/status/1995173113617600984) 2025-11-30T16:48Z 66.4K followers, 7689 engagements "The Mag X leads the Other XXX over all timeframes this year $MAGS $XMAG @WisdomTreeFunds" [X Link](https://x.com/MikeZaccardi/status/1995188264496402504) 2025-11-30T17:48Z 66.4K followers, 3152 engagements "Accenture now calling employees 'reinventors' in move to embrace AI - FT @seekingalpha They probably had a pizza party for employees to celebrate" [X Link](https://x.com/MikeZaccardi/status/1995234401840468447) 2025-11-30T20:52Z 66.5K followers, 4045 engagements "$MOVE rate vol creeps closer to 4-year lows under 70" [X Link](https://x.com/MikeZaccardi/status/1995441461215502525) 2025-12-01T10:34Z 66.4K followers, 2140 engagements "Goldman expects X% SPX EPS growth next year (consensus +14%)" [X Link](https://x.com/MikeZaccardi/status/1995483725765750934) 2025-12-01T13:22Z 66.4K followers, 2730 engagements "Walmart and Target draw strong Black Friday traffic despite the early deal season $TGT $WMT" [X Link](https://x.com/MikeZaccardi/status/1995489076338631037) 2025-12-01T13:44Z 66.4K followers, 2898 engagements "$KRE $XRT on the rise since the open. Not bitcoin. (bond ETFs ex-div today but higher yields still weigh)" [X Link](https://x.com/MikeZaccardi/status/1995527139647504886) 2025-12-01T16:15Z 66.4K followers, 2725 engagements "$XRT retail ETF catching some intraday Cyber Monday buyers" [X Link](https://x.com/MikeZaccardi/status/1995587721440469187) 2025-12-01T20:16Z 66.4K followers, 2386 engagements "$SNPS led the SPX today. with $NVDA love tap" [X Link](https://x.com/MikeZaccardi/status/1995599581283790974) 2025-12-01T21:03Z 66.4K followers, 2252 engagements "$WYNN and $LVS 52wk highs. on that $LEG news" [X Link](https://x.com/MikeZaccardi/status/1995599801040183433) 2025-12-01T21:04Z 66.4K followers, 2370 engagements "GS: Our Q3 GDP growth tracking estimate is now XXX% reflecting soft core retail sales in September and flat real construction spending in August but a large narrowing of the trade deficit in August" [X Link](https://x.com/MikeZaccardi/status/1995802028535120345) 2025-12-02T10:27Z 66.4K followers, 2309 engagements "Best country ETF YTD South Korea $EWY +78% Greece Spain Peru Poland Colombia South Africa up there USA +8%" [X Link](https://x.com/MikeZaccardi/status/1995840035908726979) 2025-12-02T12:58Z 66.4K followers, 6088 engagements "That time of year. Dogs of Dow ETF $DJD actually beating $DIA YTD" [X Link](https://x.com/MikeZaccardi/status/1995950771901194746) 2025-12-02T20:18Z 66.4K followers, 2786 engagements "The $VIX has averaged XXXXX this year. very normal" [X Link](https://x.com/MikeZaccardi/status/1995959831773986995) 2025-12-02T20:54Z 66.4K followers, 2792 engagements "89% chance of a 25bps cut X days from now @kalshi" [X Link](https://x.com/MikeZaccardi/status/1995967445102678289) 2025-12-02T21:24Z 66.4K followers, 2736 engagements "Sydney Sweeney effect $AEO" [X Link](https://x.com/MikeZaccardi/status/1995994638998487060) 2025-12-02T23:13Z 66.4K followers, 2628 engagements "SEC warns Direxion ProShares and Tidal stalling new leveraged ETF launches" [X Link](https://x.com/MikeZaccardi/status/1996166471643263078) 2025-12-03T10:35Z 66.4K followers, 2179 engagements "Private-sector job growth in the West and Midwest. Contraction in the Northeast and South" [X Link](https://x.com/MikeZaccardi/status/1996207776008175997) 2025-12-03T13:19Z 66.4K followers, 1999 engagements "Microsoft slides amid a report that it's cutting software sales quotas tied to AI $MSFT" [X Link](https://x.com/MikeZaccardi/status/1996225257514893606) 2025-12-03T14:29Z 66.4K followers, 2402 engagements "Goldman: Estimating +0.22% for September Core PCE ADP Employment Below Expectations; Core Import Prices Slightly Above Expectations" [X Link](https://x.com/MikeZaccardi/status/1996235041072967967) 2025-12-03T15:08Z 66.4K followers, 2949 engagements "JPMAM: AI is the fastest new technology to approach mass adoption" [X Link](https://x.com/MikeZaccardi/status/1996284027351757203) 2025-12-03T18:22Z 66.4K followers, 16.4K engagements "$VIX has closed below XX just once this quarter" [X Link](https://x.com/MikeZaccardi/status/1996301832860123521) 2025-12-03T19:33Z 66.4K followers, 2488 engagements "$LLY correcting. down X in a row" [X Link](https://x.com/MikeZaccardi/status/1996310651778605108) 2025-12-03T20:08Z 66.4K followers, 2628 engagements "Folks impressed with earnings guidance" [X Link](https://x.com/MikeZaccardi/status/1996528311069983111) 2025-12-04T10:33Z 66.4K followers, 2016 engagements "$MOVE Treasury vol. back near those 4-year lows @stockcharts More from me:" [X Link](https://x.com/MikeZaccardi/status/1996589299987296462) 2025-12-04T14:35Z 66.4K followers, 2256 engagements "$DG Dollar General best SPX stock today 52wk high" [X Link](https://x.com/MikeZaccardi/status/1996684439305240662) 2025-12-04T20:54Z 66.4K followers, 2575 engagements "$COST very close to a 52wk low (you can count the number of those on one hand since March 2009)" [X Link](https://x.com/MikeZaccardi/status/1996685185857777709) 2025-12-04T20:56Z 66.5K followers, 3417 engagements "$VIX lowest since September under 16" [X Link](https://x.com/MikeZaccardi/status/1996685901146050844) 2025-12-04T20:59Z 66.4K followers, 2606 engagements "Initial Claims . lowest for this time of year in at least the last decade @augurinfinity" [X Link](https://x.com/MikeZaccardi/status/1996687187551658209) 2025-12-04T21:04Z 66.4K followers, 2472 engagements "Cyber Week retail numbers. A summary. $XRT" [X Link](https://x.com/MikeZaccardi/status/1996743193660923975) 2025-12-05T00:47Z 66.4K followers, 2590 engagements "We'll get some ancient PCE data tomorrow" [X Link](https://x.com/MikeZaccardi/status/1996749663429431351) 2025-12-05T01:13Z 66.4K followers, 5944 engagements "ETH vs BTC. trying to turn the corner Perhaps a bullish sign for crypto" [X Link](https://x.com/MikeZaccardi/status/1996896413242831020) 2025-12-05T10:56Z 66.4K followers, 2097 engagements "Speaking of weather should be ideal conditions for the big Bears/Packers game Sunday afternoon. Single-digit wind chills. @jimcantore" [X Link](https://x.com/MikeZaccardi/status/1996905431956918496) 2025-12-05T11:32Z 66.4K followers, 5622 engagements "Southwest Airlines has lowered its full-year 2025 EBIT projection to around $XXX million down from its earlier forecast of $XXX million to $XXX million. $LUV" [X Link](https://x.com/MikeZaccardi/status/1996906684048933327) 2025-12-05T11:37Z 66.4K followers, 2309 engagements "30yr yield XXXX% - basically the highest since Sept 7" [X Link](https://x.com/MikeZaccardi/status/1996911586879914034) 2025-12-05T11:56Z 66.4K followers, 2668 engagements "The subject of today's Daily Insight blog post for my X Subscribers only. A little look at portfolio strategy and hot takes from a few years ago that didn't quite pan out. $AGG $DBC" [X Link](https://x.com/MikeZaccardi/status/1996925147995881866) 2025-12-05T12:50Z 66.4K followers, 3108 engagements "Solid 51st-state trends Great to see. $EWC Canada adds 53.6k jobs in November est. -2.5k Canada unemployment rate falls to XXX% est. 7.0%" [X Link](https://x.com/MikeZaccardi/status/1996935509461884997) 2025-12-05T13:31Z 66.4K followers, 2974 engagements "Unemployment rate expected to have climbed to XXX% in November. 1-year inflation swap sits at 2.6%. @Kalshi" [X Link](https://x.com/MikeZaccardi/status/1996940480798445972) 2025-12-05T13:51Z 66.4K followers, 8126 engagements "@zerohedge two things I've found BlueSky people really hate: betting markets and $TGT" [X Link](https://x.com/MikeZaccardi/status/1996942757307253170) 2025-12-05T14:00Z 66.4K followers, 1226 engagements "PCE YoY rises to XXX% highest since March 2024 (Sept reading)" [X Link](https://x.com/MikeZaccardi/status/1996958258624348560) 2025-12-05T15:02Z 66.4K followers, 2249 engagements "SPX record high. So are $RSP and $IWM" [X Link](https://x.com/MikeZaccardi/status/1996962333919162401) 2025-12-05T15:18Z 66.4K followers, 2510 engagements "Diversification in a bad way: Bitcoin Is Set for First Yearly Split From Stocks in a Decade S&P XXX is up more than XX% this year while Bitcoin is down roughly X% marking the first year since 2014 in which stocks are rising and Bitcoin is falling on a calendar-year basis" [X Link](https://x.com/MikeZaccardi/status/1996973494299475970) 2025-12-05T16:02Z 66.4K followers, 2503 engagements "GS: XXXX% of Firms Are Using Artificial Intelligence in Their Regular Business Functions" [X Link](https://x.com/MikeZaccardi/status/1997018773262324132) 2025-12-05T19:02Z 66.4K followers, 4450 engagements "30yr yield has done a whole lot of nothing for XX months now" [X Link](https://x.com/MikeZaccardi/status/1997028453112041655) 2025-12-05T19:41Z 66.4K followers, 2414 engagements "I signed up for YouTube TV. was hoping to be able to take screenshots of CNBC and Bloomberg TV. Nope. Darn" [X Link](https://x.com/MikeZaccardi/status/1997028844608332180) 2025-12-05T19:42Z 66.4K followers, 3893 engagements "$GS $GM $WMT $BAC $WFC $MS all-time highs today" [X Link](https://x.com/MikeZaccardi/status/1997036569144816093) 2025-12-05T20:13Z 66.4K followers, 2279 engagements "December 10: Goldman Sachs U.S. Financial Services Conference big one next week $XLF $KBE $KRE @WallStHorizon @ChristineLShort" [X Link](https://x.com/MikeZaccardi/status/1997040356643250219) 2025-12-05T20:28Z 66.4K followers, 2266 engagements "GS: Nearly XX% of All Large Firms With Over 250+ Employees Expect to Be Using AI Within the Next X Months" [X Link](https://x.com/MikeZaccardi/status/1997049264564764686) 2025-12-05T21:03Z 66.4K followers, 3535 engagements "Core PCE Price Index 3mo 6mo annualized on XXX% @augurinfinity" [X Link](https://x.com/MikeZaccardi/status/1997049610469015826) 2025-12-05T21:05Z 66.4K followers, 2269 engagements "$WMT up X days in a row $LLY down X in a row" [X Link](https://x.com/MikeZaccardi/status/1997051582785991039) 2025-12-05T21:12Z 66.4K followers, 2883 engagements "Next Wednesday's rate cut is a forgone conclusion or very close to it" [X Link](https://x.com/MikeZaccardi/status/1997052973176799508) 2025-12-05T21:18Z 66.4K followers, 2592 engagements "BofA: Fed cutting closer to X% would allow 10yr Treasury yields to drop to a XXX - XXX% range down from XXXX% forecasted for 2026. IG total return could reach X% in 2026 $LQD" [X Link](https://x.com/MikeZaccardi/status/1997059247058596242) 2025-12-05T21:43Z 66.4K followers, 5979 engagements "Movie theater stocks get spooked by Netflix's $72B deal for Warner Bros. assets" [X Link](https://x.com/MikeZaccardi/status/1997059383662874718) 2025-12-05T21:43Z 66.4K followers, 2588 engagements "Median S&P XXX stock P/E 19x. which is XX% above the long-term average. JPMAM" [X Link](https://x.com/MikeZaccardi/status/1997305517664825644) 2025-12-06T14:01Z 66.4K followers, 4170 engagements "Unlike heading into the Oct FOMC the market is not girded for an out-meeting cut. Just a 1-in-3 chance of a January ease (and less if it were conditional on a Dec cut). @kalshi So a hawkish cut next week shouldn't trigger the same volatility as the one six weeks ago" [X Link](https://x.com/MikeZaccardi/status/1997321453033693588) 2025-12-06T15:05Z 66.4K followers, 2990 engagements "Michael Burry likens OpenAI to Netscape Palantir to dot-com bust DiamondCluster" [X Link](https://x.com/MikeZaccardi/status/1997626712679452916) 2025-12-07T11:18Z 66.4K followers, 4516 engagements "BofAI: An estimate of payrolls from Bank of America internal data suggests November saw some deceleration in YoY jobs growth" [X Link](https://x.com/MikeZaccardi/status/1997671788700971086) 2025-12-07T14:17Z 66.4K followers, 2502 engagements "BofAI: Unemployment payments into Bank of America customer accounts rose around XX% YoY in November similar to September and October" [X Link](https://x.com/MikeZaccardi/status/1997671898088411285) 2025-12-07T14:17Z 66.4K followers, 2580 engagements "GS on the Fed: we expect the median GDP growth forecast to rise for 2025 (+0.4pp to 2%) and 2026 (+0.2pp to 2%) and the median core PCE inflation forecast to decline by 0.1pp to X% for 2025 and XXX% for 2026 above our 2026 forecast of 2.2%" [X Link](https://x.com/MikeZaccardi/status/1997708381558059068) 2025-12-07T16:42Z 66.4K followers, 3667 engagements "Big $VIX monthly candlestick shadows. but the Fear Gauge has closed the past six months at about the same level. 15-17" [X Link](https://x.com/MikeZaccardi/status/1994467916612313149) 2025-11-28T18:06Z 66.5K followers, 3043 engagements "Oct 2007: I distinctly remember my accounting professor telling us to buy $GOOGL and hold onto it forever. I thought he was a dummy for a while" [X Link](https://x.com/MikeZaccardi/status/1995211106600579329) 2025-11-30T19:19Z 66.5K followers, 6712 engagements "$WMT Advertising growth is bananas" [X Link](https://x.com/MikeZaccardi/status/1996164069200429539) 2025-12-03T10:26Z 66.5K followers, 2230 engagements "Big picture CPI YoY has done a whole lot of nothing since June 2023 (between XXX% and 3.7%). Disinflation stopped two and a half years ago. That's what Sonal Dasea at Franklin Templeton asserts. The year-ahead inflation swap is XXX% too" [X Link](https://x.com/MikeZaccardi/status/1996564338732118440) 2025-12-04T12:56Z 66.4K followers, 2895 engagements "Core PCE YoY falls to XXX% lowest since May" [X Link](https://x.com/MikeZaccardi/status/1996958429466829197) 2025-12-05T15:02Z 66.5K followers, 7823 engagements "S&P XXX average 12m return at UMich sentiment troughs (9 of em) +24.1% JPMAM" [X Link](https://x.com/MikeZaccardi/status/1997318347541684663) 2025-12-06T14:52Z 66.5K followers, 2846 engagements "Modern record of XX% SPX concentration in the top XX stocks but they account for a rising XX% share of earnings GS" [X Link](https://x.com/MikeZaccardi/status/1997428072987893986) 2025-12-06T22:08Z 66.4K followers, 4932 engagements "US CPI YoY rising since Q2 up to XXX% YoY as of Sept JPMAM" [X Link](https://x.com/MikeZaccardi/status/1997643182964658454) 2025-12-07T12:23Z 66.5K followers, 3250 engagements "With a strong finish $AGG could have its best year since 2002 +7% total return so far JPMAM" [X Link](https://x.com/MikeZaccardi/status/1997658341670015064) 2025-12-07T13:23Z 66.5K followers, 2676 engagements "Europe and Japan continue to outperform the S&P XXX ex $NVDA JPMAM" [X Link](https://x.com/MikeZaccardi/status/1997658636621848865) 2025-12-07T13:25Z 66.4K followers, 3425 engagements "$IBM in talks to buy Confluent $CFLT for $XX billion amid AI push - report $CFLT +30%" [X Link](https://x.com/MikeZaccardi/status/1997976483554279465) 2025-12-08T10:28Z 66.5K followers, 3187 engagements "Seasonal tailwinds are finally in play. Citadel Rubner" [X Link](https://x.com/MikeZaccardi/status/1998034414673039646) 2025-12-08T14:18Z 66.5K followers, 3792 engagements "It's the last big week of earnings season (again) $ORCL $AVGO. AIs Reality Check: Oracle and Broadcom Earnings Take Center Stage. my Monday @stockcharts Technical Take @dailychartbook @Pdunuwila" [X Link](https://x.com/MikeZaccardi/status/1998073401517248812) 2025-12-08T16:53Z 66.5K followers, 4550 engagements "According to the New York Feds Survey of Consumer Expectations inflation expectations were stable across horizons @AugurInfinity" [X Link](https://x.com/MikeZaccardi/status/1998137443988431078) 2025-12-08T21:07Z 66.5K followers, 2539 engagements "The top XX% controls XX% of wealth and is responsible for XX% of overall spending. JPMAM The middle XX% holds XX% of wealth yet drives more than half of spending. #K" [X Link](https://x.com/MikeZaccardi/status/1998141133285695844) 2025-12-08T21:22Z 66.5K followers, 3487 engagements "GS: We Estimate That Core PCE Inflation Net of a 0.5pp Tariff Effect Is Now Just XXX% Year-on-Year" [X Link](https://x.com/MikeZaccardi/status/1998144752064016490) 2025-12-08T21:36Z 66.5K followers, 3100 engagements "Walmart to trade on Nasdaq from today $WMT" [X Link](https://x.com/MikeZaccardi/status/1998367336802230348) 2025-12-09T12:21Z 66.5K followers, 2454 engagements "$HD Home Depot reaffirms 2025 guidance; gives early view of 2026" [X Link](https://x.com/MikeZaccardi/status/1998367630147600605) 2025-12-09T12:22Z 66.5K followers, 3025 engagements "$NVDA was up more than X% last night now less than a X% rally $SPY $QQQ $IWM $IBIT $GLD call it UNCH $FXI -XXX% Cocoa OJ up NG copper down" [X Link](https://x.com/MikeZaccardi/status/1998368419519799448) 2025-12-09T12:25Z 66.5K followers, 2060 engagements "$CVS now up almost XX% YTD leads SPX in the early going. Below-consensus 2026 revenue outlook this morning notwithstanding" [X Link](https://x.com/MikeZaccardi/status/1998400472265240778) 2025-12-09T14:32Z 66.5K followers, 2055 engagements "$XRT retail ETF bullish engulfing best close in a couple of months +10% YTD" [X Link](https://x.com/MikeZaccardi/status/1998498654865301976) 2025-12-09T21:03Z 66.5K followers, 2270 engagements "Dollar $DXY $USD failed again near XXXXX. now clinging to XX this morning A few of my macro thoughts: @stockcharts $UUP" [X Link](https://x.com/MikeZaccardi/status/1996169034681679902) 2025-12-03T10:45Z 66.4K followers, 3249 engagements "$ORCL Wells Fargo initiates Oracle at Overweight as it holds nearly $500B in AI deals" [X Link](https://x.com/MikeZaccardi/status/1996225354520838650) 2025-12-03T14:29Z 66.5K followers, 2858 engagements "10yr yield unch YoY Down 70bps from January $TNX" [X Link](https://x.com/MikeZaccardi/status/1996950509165424884) 2025-12-05T14:31Z 66.5K followers, 2154 engagements "Gold leading YTD on both a total return and Sharpe basis GS US dollar worst" [X Link](https://x.com/MikeZaccardi/status/1997279042249109829) 2025-12-06T12:16Z 66.4K followers, 2709 engagements "$AGG yield holding at XXXX% Soon to be 71bps above the Effective Federal Funds Rate" [X Link](https://x.com/MikeZaccardi/status/1997627730842517833) 2025-12-07T11:22Z 66.5K followers, 2763 engagements "$AAPL Apple sees bullish views at Wedbush on AI strategy and iPhone XX sales @DivesTech @seekingalpha" [X Link](https://x.com/MikeZaccardi/status/1997976239466758343) 2025-12-08T10:27Z 66.5K followers, 11.6K engagements "Retail traders now account for more than XX% of US equity trading volumedouble their 2010 sharesurpassing mutual funds and traditional hedge funds in activity. @financialtimes @augurinfinity" [X Link](https://x.com/MikeZaccardi/status/1998501819941572704) 2025-12-09T21:15Z 66.5K followers, 3796 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MikeZaccardi Mike Zaccardi, CFA, CMT 🍖
Mike Zaccardi, CFA, CMT, appears to be active on social media, sharing market insights and data. His recent posts highlight various trends, including a strong labor market, corporate borrowing for AI and data center spending, and shifts in intermarket relationships. He also shares technical analysis and commentary on stocks, including notable companies like $NVDA, $MSFT, and $AMZN.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +18%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXXXX -XXXX%
- X Months XXXXX +57%
- X Year XXXXX +61%
Followers: XXXXXX #
- X Week XXXXXX +0.30%
- X Month XXXXXX +1.20%
- X Months XXXXXX +16%
- X Year XXXXXX +48%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance #6093 stocks #3098 cryptocurrencies #3582 technology brands XXXX% countries XXXX% exchanges #971 currencies XXXX% travel destinations XXXX% fashion brands XXXX% social networks XXXX%
Social topic influence $xrt #2, spx #38, ai 2.93%, stocks #992, core 2.35%, $iwm #9, inflation #433, $orcl #22, $smh #17, commodities #111
Top accounts mentioned or mentioned by @william_r2rclub @stockcharts @augurinfinity @seekingalpha @dailychartbook @investibrew @wisdomtreefunds @kalshi @wallsthorizon @pdunuwila @yardeni @business @factset @jimcantore @carlquintanilla @schroders @divestech @freesites_com @tagthatstock @christinlshort
Top assets mentioned Robonomics Network (XRT) Oracle Corporation (ORCL) Spacemesh (SMH) Vixco (VIX) SPDR S&P XXX ETF Trust (SPY) NVIDIA Corp. (NVDA) DeepBrain Chain (DBC) iShares BTC Trust (IBIT) Walmart, Inc. (WMT) Broadcom, Inc. (AVGO) SPDR GOLD ETF (GLD) Bitcoin (BTC) Eli Lilly and Company (LLY) GammaSwap (GS) Bank of America (BAC) Robinhood Markets, Inc. (HOOD) BlueMove (MOVE) Goldman Sachs (GS) JPMorgan Chase (JPM) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Berkshire Hathaway Inc. (BRK.A) Decentral Games (DG) Newmont Corporation (NEM) Micron Technology, Inc. (MU) Costco Hot Dog (COST) ETHA Lend (ETHA) IBM (IBM) Western Digital Corp (WDC) Stacks (STX) Alphabet Inc Class A (GOOGL) Target Corporation (TGT) Morgan Stanley (MS) Autozone Inc (AZO) Unilever plc (UL) Netflix Inc (NFLX) Lululemon Athletica Inc (LULU) Nike Inc (NKE) Royal Caribbean Cruises Ltd (RCL) Norwegian Cruise Line Holdings, Ltd. (NCLH) CYCLEAN (CCL)
Top Social Posts
Top posts by engagements in the last XX hours
"BofA: Hyperscalers are now more capital-intensive than the oil majors"
X Link 2025-11-29T14:14Z 66.5K followers, 90.5K engagements
"Morgan Stanley: Drivers of 2026 Growth Acceleration"
X Link 2025-12-08T14:20Z 66.5K followers, 21.1K engagements
"$AVGO Broadcom ATH. more tk from me on that one (and $ORCL) over at @stockcharts"
X Link 2025-12-08T14:54Z 66.5K followers, 2232 engagements
"$SMH vs $IGV . one to watch this week with $AVGO and $ORCL reporting. More from me on @stockcharts:"
X Link 2025-12-08T21:17Z 66.5K followers, 2793 engagements
"$AZO AutoZone GAAP EPS of $XXXXX misses by $XXXX revenue of $4.63B misses by $10M same-store sales and margins fall short of expectations"
X Link 2025-12-09T12:22Z 66.5K followers, 8871 engagements
"Small Business Optimism Edges Up in November Labor quality is Main Street's top issue"
X Link 2025-12-09T12:32Z 66.5K followers, 2325 engagements
"$XRT retailer ETF - best 2-day rally in two years. "Rage-shopping takes off as Americans load up for Thanksgiving.""
X Link 2025-11-26T20:30Z 66.4K followers, 2561 engagements
"Retailers in the Midwest & Northeast are not complaining about this forecast $XRT #natgas $UNG"
X Link 2025-12-04T01:10Z 66.4K followers, 3242 engagements
"Great news for retailers Tons of record-low temperatures from Illinois to Maine this morning. @jimcantore $XRT"
X Link 2025-12-05T11:22Z 66.4K followers, 2484 engagements
"Commodities $DBC 3yr high"
X Link 2025-12-05T15:11Z 66.5K followers, 14.4K engagements
"$XRT retail ETF ripping toward 4-year highs"
X Link 2025-12-05T15:59Z 66.5K followers, 2123 engagements
"$VIX dipped to settle at XXXXX last week"
X Link 2025-12-07T16:03Z 66.4K followers, 2466 engagements
"If you prefer underperforming and paying more capital gains tax then active mutual funds are for you JPMAM"
X Link 2025-12-07T16:51Z 66.4K followers, 6784 engagements
"GS: Low Vol and Dividend Aristocrats outperformed the market since 1996 trade at a discount"
X Link 2025-12-08T10:14Z 66.4K followers, 3187 engagements
"Liquidity conditions are improving. Citadel Rubner"
X Link 2025-12-08T14:17Z 66.4K followers, 2473 engagements
"Investing at an all-time high is no riskier than buying at other times JPMAM"
X Link 2025-12-07T16:50Z 66.5K followers, 41.9K engagements
"Risk happens fast at conferences. $JPM dumps X% after CFO comments at the Goldman Sachs U.S. Financial Services Conference @wallsthorizon @ChristinLShort More from us:"
X Link 2025-12-09T20:33Z 66.5K followers, 2287 engagements
"Oracle $ORCL paper: The canary in the AI coalmine CDX IG bond spreads vs Oracle 5-year Credit Default Swap BofA Hartnett"
X Link 2025-11-14T10:44Z 66.5K followers, 49.9K engagements
"JPMAM: The cost of using AI has fallen big"
X Link 2025-12-03T19:47Z 66.5K followers, 17K engagements
"$LLY a XX% correction after a fat August-November rally"
X Link 2025-12-04T20:56Z 66.5K followers, 3325 engagements
"$SMH Semiconductor Company Revenues Are Expected to Increase by XX% From Current Levels by 2026Q4 GS"
X Link 2025-12-05T19:02Z 66.5K followers, 2625 engagements
"The YTD US Dollar Index performance is the worst since 2003 $DXY $USD $UUP"
X Link 2025-12-06T12:45Z 66.5K followers, 3296 engagements
"10 largest US stocks over time: Only $MSFT has carried over from 2005 to 2025. JPMAM $MSFT $JPM $BRKA $AAPL 2015 to 2025"
X Link 2025-12-06T14:01Z 66.5K followers, 5440 engagements
"Small-cap companies expected to grow EPS by a whopping XX% next year $IJR $IWM $VB"
X Link 2025-12-06T14:18Z 66.5K followers, 9366 engagements
"Nasdaq XXX holding at 29x P/E SPX 23x $RSP 17x"
X Link 2025-12-06T16:40Z 66.5K followers, 22.9K engagements
"A big spinoff overseas. Magnum Ice Cream valued at $XXX billion in Amsterdam listing $UL"
X Link 2025-12-08T10:44Z 66.5K followers, 3110 engagements
"YTD SPX gain almost all due to increasing earnings growth estimates GS"
X Link 2025-12-08T12:51Z 66.5K followers, 2894 engagements
"$LULU $DG $NKE among the SPX losers today. And there's $NFLX . lowest since around Tax Day"
X Link 2025-12-08T19:08Z 66.5K followers, 2753 engagements
"Goldman $GS among the 52wk highs"
X Link 2025-12-08T19:08Z 66.5K followers, 2635 engagements
"6.35% mortgage rates"
X Link 2025-12-09T19:54Z 66.5K followers, 2098 engagements
"$NEM best in the SPX today. gold not up that much $GLD"
X Link 2025-12-09T20:47Z 66.5K followers, 2004 engagements
"Depending on the free float it'd kick $BRKA out of the top XX SPX weights"
X Link 2025-12-09T20:53Z 66.5K followers, 3940 engagements
"Nasdaq now 30x earnings SPX 23x Mid-caps 16x"
X Link 2025-11-02T11:59Z 66.4K followers, 72.4K engagements
"The median S&P XXX stock is in a XX% drawdown"
X Link 2025-11-22T14:56Z 66.5K followers, 169.8K engagements
"$XRT retail ETF +4.5% best day since May 12"
X Link 2025-11-25T16:27Z 66.5K followers, 2075 engagements
"A lot of little retailers were up big $XRT"
X Link 2025-11-25T21:19Z 66.4K followers, 2889 engagements
"Z family Thanksgiving summary: All of my siblings are obsessed with going on cruises. $RCL $NCLH $CCL"
X Link 2025-11-28T12:50Z 66.5K followers, 2550 engagements
"Emerging markets now +30.01% YTD ex-US small caps very strong in 2025"
X Link 2025-11-30T15:59Z 66.4K followers, 17.3K engagements
"$DXY $USD on the backfoot to begin December"
X Link 2025-12-01T10:35Z 66.4K followers, 2547 engagements
"$ACWI up X straight months (total return)"
X Link 2025-12-01T13:27Z 66.5K followers, 2276 engagements
"Deutsche Bank: Mag X up almost XXX% since Chat's launch X years ago $MAGS"
X Link 2025-12-01T14:04Z 66.4K followers, 2763 engagements
"Bonds $AGG trending higher vs commodities $DBC since 2022"
X Link 2025-12-05T10:50Z 66.4K followers, 5072 engagements
"Wall Street banks expect the S&P XXX to post double-digit returns in 2026 with forecasts ranging from 7100 at the low end (Bank of America) to above 8000 (Deutsche Bank). @FT @augurinfinity"
X Link 2025-12-05T21:09Z 66.5K followers, 30.7K engagements
"Unemployment rate wage growth rate JPMAM"
X Link 2025-12-06T14:51Z 66.4K followers, 3288 engagements
"Jamie Dimon: U.S. consumers are in good shape amid weakening jobs market"
X Link 2025-12-07T19:59Z 66.4K followers, 4758 engagements
"GS: International equity correlations have been very low in the last X months pointing to diversification benefits"
X Link 2025-12-08T10:15Z 66.5K followers, 1872 engagements
"GS: SPX implied volatility term structure. not many risk catalysts expected"
X Link 2025-12-08T10:15Z 66.5K followers, 2239 engagements
"GS We Find No Meaningful Relationship Between Surprises to Consensus Expectations of Core PPI and Core CPI Each Month"
X Link 2025-12-08T10:17Z 66.4K followers, 2096 engagements
"$QQQ +0.3% $SPY +0.2% $IBIT +3.2% $AVGO $TSM $MU $ASML rallying $SMH"
X Link 2025-12-08T10:37Z 66.4K followers, 2535 engagements
"YTD hard and soft commodities another view. Plenty of big losers away from metals"
X Link 2025-12-08T12:55Z 66.5K followers, 2238 engagements
"BofA: Market expects XX bps of Fed cuts till the end of 2026. That would take money market mutual fund yiels to about XXX% on the very best (low-cost) ones. $VMFXX"
X Link 2025-12-08T12:57Z 66.5K followers, 2451 engagements
"The global stock market now trades 20x P/E. It was 10x just XX years ago $ACWI $VT"
X Link 2025-12-08T12:57Z 66.5K followers, 3407 engagements
"The "AI Bubble" bubble may have burst. Citadel Rubner"
X Link 2025-12-08T14:16Z 66.5K followers, 22.8K engagements
"@bespokeinvest by my count $COST has made one 52wk low since March 2009"
X Link 2025-12-08T15:58Z 66.5K followers, 1120 engagements
"Goldman points to undervalued heavily shorted staples stocks @seekingalpha"
X Link 2025-12-08T19:44Z 66.5K followers, 46.9K engagements
"10yr yields around the world marching higher"
X Link 2025-12-08T21:15Z 66.4K followers, 2642 engagements
"$NVDA +1% AH"
X Link 2025-12-08T21:34Z 66.5K followers, 3050 engagements
"$ORCL Oracle Q2 earnings on deck: What to expect @stockcharts"
X Link 2025-12-09T16:03Z 66.5K followers, 4241 engagements
"Everything is pretty flat since the last Fed decision. $SPY $QQQ $IWM $VEU Except bitcoin.that thing turded out to its Nov XX low"
X Link 2025-12-09T21:01Z 66.5K followers, 2134 engagements
"Datacenter starts spending is accelerating"
X Link 2025-09-14T11:40Z 66.4K followers, 89K engagements
"17 years ago $LEH $MER $AIG @WSJ"
X Link 2025-09-15T12:02Z 66.4K followers, 2801 engagements
"Impressive post-Fed rally this morning (ex-China) $SPY +0.9% $QQQ +1.0% $XLK +1.2% $SMH +1.9% $IWM +1.5% $TLT +0.3% $IBIT +1.5% $EFA +0.7% $EEM +0.2% $GLD +0.2%"
X Link 2025-09-18T09:54Z 66.4K followers, 2979 engagements
"Commodities ETF $DBC a 3-month high"
X Link 2025-09-26T14:59Z 66.4K followers, 2641 engagements
"$SPY -XXXX% AH $QQQ -XXXX% $SMH -XXXX% $IWM -XXXX% $FXI -XXXX% $IBIT -XXXX% $GLD +0.34%"
X Link 2025-10-10T22:01Z 66.4K followers, 4033 engagements
"Kroger to hire fewer associates for 2025 holiday season $KR @carlquintanilla"
X Link 2025-10-20T19:49Z 66.4K followers, 3490 engagements
"Nasdaq 29x earnings. broken record SPX EW 17x"
X Link 2025-10-24T21:46Z 66.4K followers, 7878 engagements
"The Sneaky Bull Market Nobodys Talking About: Commodities My Wednesday Technical Take on @StockCharts $DBC $GSG $GTX @dailychartbook @Pdunuwila"
X Link 2025-11-12T18:47Z 66.4K followers, 5101 engagements
"$MAGS could have its lowest close in about X weeks"
X Link 2025-11-13T17:43Z 66.4K followers, 3267 engagements
"More chip weakness this morning $SMH -1.2%"
X Link 2025-11-14T10:51Z 66.4K followers, 2837 engagements
"Here's why a XX $VIX is no fun. From @Schroders"
X Link 2025-11-18T11:01Z 66.5K followers, 48.3K engagements
"Loose market. $SPY +1% Small caps flying +3.1% $IJR Retailers homebuilders regional banks going parabolic $XRT $XHB $KRE"
X Link 2025-11-21T16:57Z 66.4K followers, 2703 engagements
"Truflation cooled to 2.37%"
X Link 2025-11-23T13:38Z 66.4K followers, 3856 engagements
"Gold best in show YTD Bitcoin plunges to the very bottom on the total return stack. GS"
X Link 2025-11-23T15:13Z 66.4K followers, 3594 engagements
"Should we really be afraid of X% inflation CPI since 1914. @yardeni"
X Link 2025-11-24T12:31Z 66.4K followers, 4394 engagements
"ETH up almost XX% just in the last couple of hours $ETHA"
X Link 2025-11-24T19:08Z 66.4K followers, 2778 engagements
"Ether $ETHA best day since Jackson Hole +8%"
X Link 2025-11-24T20:05Z 66.4K followers, 2438 engagements
"-Best Buy raises guidance for the crucial holiday quarter -Dick's Sporting Goods raises FY25 outlook -Kohl's raises FY25 outlook $XRT"
X Link 2025-11-25T12:23Z 66.4K followers, 6141 engagements
"BofA: After todays PPI report we are tracking September core PCE (Personal Consumption Expenditures) inflation to be XXXX% m/m and XXX% y/y"
X Link 2025-11-25T20:14Z 66.4K followers, 2606 engagements
"Inflation-adjusted Retail Sales down from March 2021"
X Link 2025-11-25T23:23Z 66.4K followers, 11.5K engagements
"Best Dow stock YTD $CAT +56% $JNJ $GS $IBM next $NVDA drops to the No. X spot +31% $UNH $CRM have been stuck at the bottom for ages"
X Link 2025-11-26T10:35Z 66.4K followers, 3030 engagements
"Best S&P XXX stocks so far in 2025 $WDC +248% $HOOD +210% $STX +203% $MU +167% $NEM +132%"
X Link 2025-11-26T10:36Z 66.4K followers, 3338 engagements
"Heavy data deck ahead of Thanksgiving: Mortgage apps Durable Goods GDP Jobless Claims Business inventories Chicago PMI New Home Sales Business Uncertainty Index Beige Book"
X Link 2025-11-26T10:39Z 66.4K followers, 2608 engagements
"From @DuncanLamont2 XX% drops happen in more years than not XX% falls happen once every X years @Schroders"
X Link 2025-11-26T13:57Z 66.5K followers, 2665 engagements
"$MOVE rate vol tumbling toward those 4-year lows again"
X Link 2025-11-26T14:06Z 66.4K followers, 2758 engagements
"In the long run stocks go up because earnings go up"
X Link 2025-11-27T12:07Z 66.4K followers, 13.9K engagements
"BofA: Todays S&P has much lower financial leverage than 1990s-2000s"
X Link 2025-11-27T13:27Z 66.5K followers, 6773 engagements
"Unemployment rate aged 16-19: XXXX% 20-24: XXX% @yardeni"
X Link 2025-11-27T13:32Z 66.4K followers, 2854 engagements
"Dollar $DXY recovering off its pre-Thanksgiving dip"
X Link 2025-11-28T10:39Z 66.4K followers, 2217 engagements
"Last X trading days: $IWM +8.6% $IJR +7.9% $XRT +9.2% $XHB +9.5% $XBI +8.2% $KRE +5.7% $IBIT +5.3% $GDX +14.1% $SLV +11.9%"
X Link 2025-11-29T10:41Z 66.4K followers, 3348 engagements
"BofA: Robinhood holds the biggest share of daily active users vs. Schwab Fidelity E*TRADE IBKR eToro and WeBull"
X Link 2025-11-29T12:47Z 66.4K followers, 18K engagements
"Best X S&P XXX stocks YTD: $WDC +264% $HOOD +245% $STX +226%"
X Link 2025-11-30T11:24Z 66.4K followers, 4178 engagements
"International stocks X P/E points cheaper than US equities. That's a lot"
X Link 2025-11-30T16:00Z 66.4K followers, 5993 engagements
"$GOOGL P/E 5pts higher than $NVDA'"
X Link 2025-11-30T16:48Z 66.4K followers, 7689 engagements
"The Mag X leads the Other XXX over all timeframes this year $MAGS $XMAG @WisdomTreeFunds"
X Link 2025-11-30T17:48Z 66.4K followers, 3152 engagements
"Accenture now calling employees 'reinventors' in move to embrace AI - FT @seekingalpha They probably had a pizza party for employees to celebrate"
X Link 2025-11-30T20:52Z 66.5K followers, 4045 engagements
"$MOVE rate vol creeps closer to 4-year lows under 70"
X Link 2025-12-01T10:34Z 66.4K followers, 2140 engagements
"Goldman expects X% SPX EPS growth next year (consensus +14%)"
X Link 2025-12-01T13:22Z 66.4K followers, 2730 engagements
"Walmart and Target draw strong Black Friday traffic despite the early deal season $TGT $WMT"
X Link 2025-12-01T13:44Z 66.4K followers, 2898 engagements
"$KRE $XRT on the rise since the open. Not bitcoin. (bond ETFs ex-div today but higher yields still weigh)"
X Link 2025-12-01T16:15Z 66.4K followers, 2725 engagements
"$XRT retail ETF catching some intraday Cyber Monday buyers"
X Link 2025-12-01T20:16Z 66.4K followers, 2386 engagements
"$SNPS led the SPX today. with $NVDA love tap"
X Link 2025-12-01T21:03Z 66.4K followers, 2252 engagements
"$WYNN and $LVS 52wk highs. on that $LEG news"
X Link 2025-12-01T21:04Z 66.4K followers, 2370 engagements
"GS: Our Q3 GDP growth tracking estimate is now XXX% reflecting soft core retail sales in September and flat real construction spending in August but a large narrowing of the trade deficit in August"
X Link 2025-12-02T10:27Z 66.4K followers, 2309 engagements
"Best country ETF YTD South Korea $EWY +78% Greece Spain Peru Poland Colombia South Africa up there USA +8%"
X Link 2025-12-02T12:58Z 66.4K followers, 6088 engagements
"That time of year. Dogs of Dow ETF $DJD actually beating $DIA YTD"
X Link 2025-12-02T20:18Z 66.4K followers, 2786 engagements
"The $VIX has averaged XXXXX this year. very normal"
X Link 2025-12-02T20:54Z 66.4K followers, 2792 engagements
"89% chance of a 25bps cut X days from now @kalshi"
X Link 2025-12-02T21:24Z 66.4K followers, 2736 engagements
"Sydney Sweeney effect $AEO"
X Link 2025-12-02T23:13Z 66.4K followers, 2628 engagements
"SEC warns Direxion ProShares and Tidal stalling new leveraged ETF launches"
X Link 2025-12-03T10:35Z 66.4K followers, 2179 engagements
"Private-sector job growth in the West and Midwest. Contraction in the Northeast and South"
X Link 2025-12-03T13:19Z 66.4K followers, 1999 engagements
"Microsoft slides amid a report that it's cutting software sales quotas tied to AI $MSFT"
X Link 2025-12-03T14:29Z 66.4K followers, 2402 engagements
"Goldman: Estimating +0.22% for September Core PCE ADP Employment Below Expectations; Core Import Prices Slightly Above Expectations"
X Link 2025-12-03T15:08Z 66.4K followers, 2949 engagements
"JPMAM: AI is the fastest new technology to approach mass adoption"
X Link 2025-12-03T18:22Z 66.4K followers, 16.4K engagements
"$VIX has closed below XX just once this quarter"
X Link 2025-12-03T19:33Z 66.4K followers, 2488 engagements
"$LLY correcting. down X in a row"
X Link 2025-12-03T20:08Z 66.4K followers, 2628 engagements
"Folks impressed with earnings guidance"
X Link 2025-12-04T10:33Z 66.4K followers, 2016 engagements
"$MOVE Treasury vol. back near those 4-year lows @stockcharts More from me:"
X Link 2025-12-04T14:35Z 66.4K followers, 2256 engagements
"$DG Dollar General best SPX stock today 52wk high"
X Link 2025-12-04T20:54Z 66.4K followers, 2575 engagements
"$COST very close to a 52wk low (you can count the number of those on one hand since March 2009)"
X Link 2025-12-04T20:56Z 66.5K followers, 3417 engagements
"$VIX lowest since September under 16"
X Link 2025-12-04T20:59Z 66.4K followers, 2606 engagements
"Initial Claims . lowest for this time of year in at least the last decade @augurinfinity"
X Link 2025-12-04T21:04Z 66.4K followers, 2472 engagements
"Cyber Week retail numbers. A summary. $XRT"
X Link 2025-12-05T00:47Z 66.4K followers, 2590 engagements
"We'll get some ancient PCE data tomorrow"
X Link 2025-12-05T01:13Z 66.4K followers, 5944 engagements
"ETH vs BTC. trying to turn the corner Perhaps a bullish sign for crypto"
X Link 2025-12-05T10:56Z 66.4K followers, 2097 engagements
"Speaking of weather should be ideal conditions for the big Bears/Packers game Sunday afternoon. Single-digit wind chills. @jimcantore"
X Link 2025-12-05T11:32Z 66.4K followers, 5622 engagements
"Southwest Airlines has lowered its full-year 2025 EBIT projection to around $XXX million down from its earlier forecast of $XXX million to $XXX million. $LUV"
X Link 2025-12-05T11:37Z 66.4K followers, 2309 engagements
"30yr yield XXXX% - basically the highest since Sept 7"
X Link 2025-12-05T11:56Z 66.4K followers, 2668 engagements
"The subject of today's Daily Insight blog post for my X Subscribers only. A little look at portfolio strategy and hot takes from a few years ago that didn't quite pan out. $AGG $DBC"
X Link 2025-12-05T12:50Z 66.4K followers, 3108 engagements
"Solid 51st-state trends Great to see. $EWC Canada adds 53.6k jobs in November est. -2.5k Canada unemployment rate falls to XXX% est. 7.0%"
X Link 2025-12-05T13:31Z 66.4K followers, 2974 engagements
"Unemployment rate expected to have climbed to XXX% in November. 1-year inflation swap sits at 2.6%. @Kalshi"
X Link 2025-12-05T13:51Z 66.4K followers, 8126 engagements
"@zerohedge two things I've found BlueSky people really hate: betting markets and $TGT"
X Link 2025-12-05T14:00Z 66.4K followers, 1226 engagements
"PCE YoY rises to XXX% highest since March 2024 (Sept reading)"
X Link 2025-12-05T15:02Z 66.4K followers, 2249 engagements
"SPX record high. So are $RSP and $IWM"
X Link 2025-12-05T15:18Z 66.4K followers, 2510 engagements
"Diversification in a bad way: Bitcoin Is Set for First Yearly Split From Stocks in a Decade S&P XXX is up more than XX% this year while Bitcoin is down roughly X% marking the first year since 2014 in which stocks are rising and Bitcoin is falling on a calendar-year basis"
X Link 2025-12-05T16:02Z 66.4K followers, 2503 engagements
"GS: XXXX% of Firms Are Using Artificial Intelligence in Their Regular Business Functions"
X Link 2025-12-05T19:02Z 66.4K followers, 4450 engagements
"30yr yield has done a whole lot of nothing for XX months now"
X Link 2025-12-05T19:41Z 66.4K followers, 2414 engagements
"I signed up for YouTube TV. was hoping to be able to take screenshots of CNBC and Bloomberg TV. Nope. Darn"
X Link 2025-12-05T19:42Z 66.4K followers, 3893 engagements
"$GS $GM $WMT $BAC $WFC $MS all-time highs today"
X Link 2025-12-05T20:13Z 66.4K followers, 2279 engagements
"December 10: Goldman Sachs U.S. Financial Services Conference big one next week $XLF $KBE $KRE @WallStHorizon @ChristineLShort"
X Link 2025-12-05T20:28Z 66.4K followers, 2266 engagements
"GS: Nearly XX% of All Large Firms With Over 250+ Employees Expect to Be Using AI Within the Next X Months"
X Link 2025-12-05T21:03Z 66.4K followers, 3535 engagements
"Core PCE Price Index 3mo 6mo annualized on XXX% @augurinfinity"
X Link 2025-12-05T21:05Z 66.4K followers, 2269 engagements
"$WMT up X days in a row $LLY down X in a row"
X Link 2025-12-05T21:12Z 66.4K followers, 2883 engagements
"Next Wednesday's rate cut is a forgone conclusion or very close to it"
X Link 2025-12-05T21:18Z 66.4K followers, 2592 engagements
"BofA: Fed cutting closer to X% would allow 10yr Treasury yields to drop to a XXX - XXX% range down from XXXX% forecasted for 2026. IG total return could reach X% in 2026 $LQD"
X Link 2025-12-05T21:43Z 66.4K followers, 5979 engagements
"Movie theater stocks get spooked by Netflix's $72B deal for Warner Bros. assets"
X Link 2025-12-05T21:43Z 66.4K followers, 2588 engagements
"Median S&P XXX stock P/E 19x. which is XX% above the long-term average. JPMAM"
X Link 2025-12-06T14:01Z 66.4K followers, 4170 engagements
"Unlike heading into the Oct FOMC the market is not girded for an out-meeting cut. Just a 1-in-3 chance of a January ease (and less if it were conditional on a Dec cut). @kalshi So a hawkish cut next week shouldn't trigger the same volatility as the one six weeks ago"
X Link 2025-12-06T15:05Z 66.4K followers, 2990 engagements
"Michael Burry likens OpenAI to Netscape Palantir to dot-com bust DiamondCluster"
X Link 2025-12-07T11:18Z 66.4K followers, 4516 engagements
"BofAI: An estimate of payrolls from Bank of America internal data suggests November saw some deceleration in YoY jobs growth"
X Link 2025-12-07T14:17Z 66.4K followers, 2502 engagements
"BofAI: Unemployment payments into Bank of America customer accounts rose around XX% YoY in November similar to September and October"
X Link 2025-12-07T14:17Z 66.4K followers, 2580 engagements
"GS on the Fed: we expect the median GDP growth forecast to rise for 2025 (+0.4pp to 2%) and 2026 (+0.2pp to 2%) and the median core PCE inflation forecast to decline by 0.1pp to X% for 2025 and XXX% for 2026 above our 2026 forecast of 2.2%"
X Link 2025-12-07T16:42Z 66.4K followers, 3667 engagements
"Big $VIX monthly candlestick shadows. but the Fear Gauge has closed the past six months at about the same level. 15-17"
X Link 2025-11-28T18:06Z 66.5K followers, 3043 engagements
"Oct 2007: I distinctly remember my accounting professor telling us to buy $GOOGL and hold onto it forever. I thought he was a dummy for a while"
X Link 2025-11-30T19:19Z 66.5K followers, 6712 engagements
"$WMT Advertising growth is bananas"
X Link 2025-12-03T10:26Z 66.5K followers, 2230 engagements
"Big picture CPI YoY has done a whole lot of nothing since June 2023 (between XXX% and 3.7%). Disinflation stopped two and a half years ago. That's what Sonal Dasea at Franklin Templeton asserts. The year-ahead inflation swap is XXX% too"
X Link 2025-12-04T12:56Z 66.4K followers, 2895 engagements
"Core PCE YoY falls to XXX% lowest since May"
X Link 2025-12-05T15:02Z 66.5K followers, 7823 engagements
"S&P XXX average 12m return at UMich sentiment troughs (9 of em) +24.1% JPMAM"
X Link 2025-12-06T14:52Z 66.5K followers, 2846 engagements
"Modern record of XX% SPX concentration in the top XX stocks but they account for a rising XX% share of earnings GS"
X Link 2025-12-06T22:08Z 66.4K followers, 4932 engagements
"US CPI YoY rising since Q2 up to XXX% YoY as of Sept JPMAM"
X Link 2025-12-07T12:23Z 66.5K followers, 3250 engagements
"With a strong finish $AGG could have its best year since 2002 +7% total return so far JPMAM"
X Link 2025-12-07T13:23Z 66.5K followers, 2676 engagements
"Europe and Japan continue to outperform the S&P XXX ex $NVDA JPMAM"
X Link 2025-12-07T13:25Z 66.4K followers, 3425 engagements
"$IBM in talks to buy Confluent $CFLT for $XX billion amid AI push - report $CFLT +30%"
X Link 2025-12-08T10:28Z 66.5K followers, 3187 engagements
"Seasonal tailwinds are finally in play. Citadel Rubner"
X Link 2025-12-08T14:18Z 66.5K followers, 3792 engagements
"It's the last big week of earnings season (again) $ORCL $AVGO. AIs Reality Check: Oracle and Broadcom Earnings Take Center Stage. my Monday @stockcharts Technical Take @dailychartbook @Pdunuwila"
X Link 2025-12-08T16:53Z 66.5K followers, 4550 engagements
"According to the New York Feds Survey of Consumer Expectations inflation expectations were stable across horizons @AugurInfinity"
X Link 2025-12-08T21:07Z 66.5K followers, 2539 engagements
"The top XX% controls XX% of wealth and is responsible for XX% of overall spending. JPMAM The middle XX% holds XX% of wealth yet drives more than half of spending. #K"
X Link 2025-12-08T21:22Z 66.5K followers, 3487 engagements
"GS: We Estimate That Core PCE Inflation Net of a 0.5pp Tariff Effect Is Now Just XXX% Year-on-Year"
X Link 2025-12-08T21:36Z 66.5K followers, 3100 engagements
"Walmart to trade on Nasdaq from today $WMT"
X Link 2025-12-09T12:21Z 66.5K followers, 2454 engagements
"$HD Home Depot reaffirms 2025 guidance; gives early view of 2026"
X Link 2025-12-09T12:22Z 66.5K followers, 3025 engagements
"$NVDA was up more than X% last night now less than a X% rally $SPY $QQQ $IWM $IBIT $GLD call it UNCH $FXI -XXX% Cocoa OJ up NG copper down"
X Link 2025-12-09T12:25Z 66.5K followers, 2060 engagements
"$CVS now up almost XX% YTD leads SPX in the early going. Below-consensus 2026 revenue outlook this morning notwithstanding"
X Link 2025-12-09T14:32Z 66.5K followers, 2055 engagements
"$XRT retail ETF bullish engulfing best close in a couple of months +10% YTD"
X Link 2025-12-09T21:03Z 66.5K followers, 2270 engagements
"Dollar $DXY $USD failed again near XXXXX. now clinging to XX this morning A few of my macro thoughts: @stockcharts $UUP"
X Link 2025-12-03T10:45Z 66.4K followers, 3249 engagements
"$ORCL Wells Fargo initiates Oracle at Overweight as it holds nearly $500B in AI deals"
X Link 2025-12-03T14:29Z 66.5K followers, 2858 engagements
"10yr yield unch YoY Down 70bps from January $TNX"
X Link 2025-12-05T14:31Z 66.5K followers, 2154 engagements
"Gold leading YTD on both a total return and Sharpe basis GS US dollar worst"
X Link 2025-12-06T12:16Z 66.4K followers, 2709 engagements
"$AGG yield holding at XXXX% Soon to be 71bps above the Effective Federal Funds Rate"
X Link 2025-12-07T11:22Z 66.5K followers, 2763 engagements
"$AAPL Apple sees bullish views at Wedbush on AI strategy and iPhone XX sales @DivesTech @seekingalpha"
X Link 2025-12-08T10:27Z 66.5K followers, 11.6K engagements
"Retail traders now account for more than XX% of US equity trading volumedouble their 2010 sharesurpassing mutual funds and traditional hedge funds in activity. @financialtimes @augurinfinity"
X Link 2025-12-09T21:15Z 66.5K followers, 3796 engagements