#  @StockGeneralist StockGeneralist StockGeneralist posts on X about ai, $nvda, investment, stocks the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1113940167507808257/interactions)  - [--] Week [-----] +25% - [--] Month [-----] +152% - [--] Months [------] +60% ### Mentions: [--] [#](/creator/twitter::1113940167507808257/posts_active)  - [--] Week [--] +41% - [--] Month [--] +108% - [--] Months [---] +189% ### Followers: [---] [#](/creator/twitter::1113940167507808257/followers)  - [--] Week [---] +1.70% - [--] Month [---] -2.40% - [--] Months [---] +107% ### CreatorRank: [---------] [#](/creator/twitter::1113940167507808257/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [automotive brands](/list/automotive-brands) [fashion brands](/list/fashion-brands) [social networks](/list/social-networks) [celebrities](/list/celebrities) [currencies](/list/currencies) **Social topic influence** [ai](/topic/ai), [$nvda](/topic/$nvda), [investment](/topic/investment), [stocks](/topic/stocks), [meta](/topic/meta), [$googl](/topic/$googl), [$amzn](/topic/$amzn), [infrastructure](/topic/infrastructure), [bitcoin](/topic/bitcoin), [israel](/topic/israel) **Top accounts mentioned or mentioned by** [@intlcrimcourt](/creator/undefined) [@grok](/creator/undefined) [@veroatlast](/creator/undefined) [@bespokeinvest](/creator/undefined) [@capgemini](/creator/undefined) [@dividenddudex](/creator/undefined) [@paulg](/creator/undefined) [@idf](/creator/undefined) [@firstsquawk](/creator/undefined) [@aipac](/creator/undefined) [@anewpolicyorgs](/creator/undefined) [@glenndiesen](/creator/undefined) [@spectatorindex](/creator/undefined) [@elidourado](/creator/undefined) [@benioff](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@bryanjohnson](/creator/undefined) [@ericbalchunas](/creator/undefined) [@whitehouse](/creator/undefined) [@rickpalaciosjr](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/tesla) [Cisco Systems Inc (CSCO)](/topic/$csco) [Constellation Energy Corp (CEG)](/topic/$ceg) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Apple, Inc. (AAPL)](/topic/$aapl) [Oracle Corporation (ORCL)](/topic/$orcl) [JPMorgan Chase (JPM)](/topic/$jpm) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Lam Research Corporation (LRCX)](/topic/$lrcx) [BlackCoin (BLK)](/topic/$blk) [Arista Networks Inc (ANET)](/topic/$anet) [Netflix Inc (NFLX)](/topic/$nflx) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [SPDR GOLD ETF (GLD)](/topic/$gld) [Limitus (LMT)](/topic/$lmt) [Advanced Micro Devices (AMD)](/topic/$amd) [Pfizer, Inc. (PFE)](/topic/$pfe) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Strategy (MSTR)](/topic/$mstr) [GM (GM)](/topic/$gm) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Snowflake Inc. (SNOW)](/topic/$snow) [MongoDB, Inc. (MDB)](/topic/$mdb) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [On Holding AG (ONON)](/topic/$onon) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Amgen, Inc. (AMGN)](/topic/$amgn) [Novartis AG (NVS)](/topic/$nvs) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [AT&T Inc. (T)](/topic/$t) ### Top Social Posts Top posts by engagements in the last [--] hours "Meta Platforms a forward thinking company designed its new logo as a combination between a lowercase "m" and the infinity symbol ♾ They did this to indicate their total acquisitions in the Meta-controlled metaverse will be infinite. $FB $MVRS Great visual of the sheer volume of acquisitions $FB (Meta) has under its belt across the years. https://t.co/wV3mdjPH0j Great visual of the sheer volume of acquisitions $FB (Meta) has under its belt across the years. https://t.co/wV3mdjPH0j" [X Link](https://x.com/StockGeneralist/status/1467506206914846723) 2021-12-05T14:48Z [--] followers, [--] engagements "What's happening We just dropped our latest AI feature. Access it without a paid subscription. openfieldbook "An Excel dashboard in the cloud for your investment portfolio" Here's what it looks like:" [X Link](https://x.com/OpenFieldBook/status/1931364571664519642) 2025-06-07T14:56Z [--] followers, [----] engagements "2/ Every nation building AI must choose to bow to NVIDIA's ecosystem or fall behind by decades. There is no middle ground. The UAE learned this lesson fast. China revenue banned Within months sovereign AI funds in Dubai absorbed every lost dollar" [X Link](https://x.com/OpenFieldBook/status/1932148147825819664) 2025-06-09T18:49Z [--] followers, [--] engagements "3/ NVIDIA became the arms dealer of the AI age. Five customers (Microsoft Amazon Google Meta Oracle) represent 65% of $NVDA revenue. In any other industry this would be dangerous concentration. In AI infrastructure They can't switch without losing [--] years development" [X Link](https://x.com/OpenFieldBook/status/1932148150263050503) 2025-06-09T18:49Z [--] followers, [--] engagements "5/ Here's the economic reality: NVIDIA trades at 29x earnings while competitors trade at 15-18x. Wall Street isn't pricing in chip sales. It's pricing in AI infrastructure rent. Like owning all the oil wells when the world runs on oil" [X Link](https://x.com/OpenFieldBook/status/1932148153697894431) 2025-06-09T18:49Z [--] followers, [--] engagements "6/ NVIDIA's correlation with other chip stocks fell from [----] to [----]. $NVDA is no longer a semiconductor company--it's a proxy for humanity's AI ambitions. 7/ AMD and Intel can build competitive chips. What they can't replicate is the ecosystem: 1000's of AI engineers trained on CUDA with millions of lines of code already deployed" [X Link](https://x.com/OpenFieldBook/status/1932148155677888579) 2025-06-09T18:49Z [--] followers, [--] engagements "@bespokeinvest @Capgemini Their timing is right on track. They should check us out as their portfolio dashboard + a.i. in the cloud. Monte carlo projections risk heatmaps historical timeseries etc. Robinhood + openfieldbook is an legitimate retirement plan" [X Link](https://x.com/OpenFieldBook/status/1932154691422728227) 2025-06-09T19:15Z [--] followers, [--] engagements "AI aristocracy faces a reckoning as NVIDIA's 25% valuation discount meets Broadcom's 44% cloud surge. The market's pricing a rotation from chip makers to chip users but history suggests the real money follows those who control both the picks and the shovels. $NVDA $AVGO" [X Link](https://x.com/OpenFieldBook/status/1932801690622951898) 2025-06-11T14:06Z [--] followers, [--] engagements "@DividendDude_X They got the green light for Los Angeles intervention" [X Link](https://x.com/OpenFieldBook/status/1932810302166299077) 2025-06-11T14:41Z [--] followers, [----] engagements "🧵 While everyone's chasing $NVDA the REAL AI gold rush is happening in cloud infrastructure. Growth accelerating from 50% to 70%+ in [----]. Here's who wins (and it's not who you think) 👇" [X Link](https://x.com/OpenFieldBook/status/1933166088524882358) 2025-06-12T14:14Z [--] followers, [--] engagements "📊 AI-driven app revenue is exploding: 24% 40% YoY growth projected And the infrastructure layer is where the sustainable profits live--not the chips the PLATFORMS" [X Link](https://x.com/OpenFieldBook/status/1933166430046040274) 2025-06-12T14:16Z [--] followers, [--] engagements "$NET (Cloudflare) - Edge computing moat $SNOW (Snowflake) - AI data backbone $ZS (Zscaler) - Security scales with growth $MDB (MongoDB) - Database for AI apps" [X Link](https://x.com/OpenFieldBook/status/1933166539017998440) 2025-06-12T14:16Z [--] followers, [---] engagements "🧵 Bristol-Myers just handed BioNTech $11 BILLION for cancer treatment IP from China. This isn't just big pharma FOMO - here's who else wins big 👇" [X Link](https://x.com/OpenFieldBook/status/1933170280936902691) 2025-06-12T14:31Z [--] followers, [--] engagements "🧵 Lululemon's growth just decelerated to 6%. Meanwhile athletic wear is exploding globally. Here's who's stealing their lunch money (and why it's just getting started) 👇" [X Link](https://x.com/OpenFieldBook/status/1933460389443821699) 2025-06-13T09:44Z [--] followers, [--] engagements "🏃♂ Market share grabbers: $DECK (Deckers) - HOKA running boom $ONON (On Holding) - Swiss precision meets performance Nike/Adidas pushing fashion-forward activewear" [X Link](https://x.com/OpenFieldBook/status/1933460664275906983) 2025-06-13T09:45Z [--] followers, [---] engagements "💡 Here's the kicker: Lulu's international expansion targeting 4x sales by [----]. If they're struggling imagine the opportunity for nimble competitors in those same markets" [X Link](https://x.com/OpenFieldBook/status/1933460846010630387) 2025-06-13T09:46Z [--] followers, [--] engagements "📊 $DECK up 89% YTD driven by HOKA. $ONON trading at 3.2x sales vs. $ LULU at 6.1x. Market's rewarding growth over premium pricing. Which brand do you think dethrones Lululemon 👇" [X Link](https://x.com/OpenFieldBook/status/1933460953653301713) 2025-06-13T09:46Z [--] followers, [---] engagements "Mount Sinai researchers led by Dr. Miriam Merad are pioneering counterintuitive approaches to cancer treatment by dampening rather than boosting immune responses in older patients. $AMGN $NVS $BMY $SNY $REGN Their discovery that aging myeloid cells overproduce IL-1 protein creating chronic inflammation that fuels cancer growth challenges conventional immunotherapy wisdom. Clinical trials using repurposed drugsrheumatoid arthritis medications allergy treatments and antiviralsshow promising results in controlling tumors by targeting pathogenic inflammation while preserving beneficial immune" [X Link](https://x.com/OpenFieldBook/status/1933597390356742459) 2025-06-13T18:48Z [--] followers, [---] engagements "The convergence of retail giants exploring stablecoins represents the first credible threat to the Visa-Mastercard interchange fee structure since its establishment. $wmt $ma $v $amzn $expe With Amazon and Walmart's combined customer bases exceeding [---] million users their potential stablecoin adoption could create network effects large enough to bypass traditional payment rails entirely. This threatens not just interchange revenue but the fundamental banking relationship with consumers who might prefer merchant-issued digital currencies over bank accounts" [X Link](https://x.com/OpenFieldBook/status/1933602018071097684) 2025-06-13T19:07Z [--] followers, [--] engagements "🧵 Meta just signed a 20-year nuclear deal with Constellation. $CEG instantly up 12%. But this is just the beginning of a $50B+ energy rush. Here's who wins next 👇 🔋 AI data centers are energy MONSTERS. ChatGPT uses 10x more power than Google search. Every tech giant needs massive reliable power. Nuclear is the only solution at scale. ⚡ $CEG (Constellation) already popped 12% but this 20-year contract starting [----] provides incredible revenue visibility. The market's still underestimating the pipeline. 💡 Under-the-radar nuclear beneficiaries: $VST (Vistra) - Nuclear + renewables operator" [X Link](https://x.com/OpenFieldBook/status/1933862988068552807) 2025-06-14T12:24Z [--] followers, [--] engagements "@paulg @IDF The world wont stay silent for long now that oil production is going offline" [X Link](https://x.com/OpenFieldBook/status/1933929225620230644) 2025-06-14T16:47Z [--] followers, [---] engagements "What remains "purely human" in a world where functional mobile robots come online The list gets disturbingly short: - Interpersonal relationships and emotional support (but even therapy/counseling faces AI competition) - Subjective aesthetic judgment (but AI art is already winning contests) - Regulatory/legal roles requiring human accountability (temporary regulatory moats) - Work requiring human presence for trust/social reasons (diminishing as AI quality improves)" [X Link](https://x.com/OpenFieldBook/status/1934032113638199329) 2025-06-14T23:36Z [--] followers, [--] engagements "Are we even asking the right questions about universal basic income wealth distribution or social purpose Or are we still thinking in terms of "retraining" when the issue might be fundamental human obsolescence in economic production" [X Link](https://x.com/OpenFieldBook/status/1934032152892440746) 2025-06-14T23:36Z [--] followers, [--] engagements "Is the safe haven of investible assets Gold Treasuries or Bitcoin In others words: which of these assets are the best diversifier to the S&P [---] today; and what will the status be five years from today $spx $btc $gld $tlt In a febrile political era when many of the core assumptions about the global economy are being questioned gold has once more become an anchor. This quote and the charts below are from the FT Big Read on How gold became the worlds refuge from uncertainty. #economy https://t.co/uJje3hnGjB In a febrile political era when many of the core assumptions about the global economy" [X Link](https://x.com/OpenFieldBook/status/1934224762336694764) 2025-06-15T12:21Z [--] followers, [---] engagements "JP Morgan predicts the era of US equity market dominancedriven partly by the share buyback market cap weighted S&P [---] flywheelis coming to a (temporary) end. https://x.com/MikeZaccardi/status/1934211896657293805 JPM expects Japan EU and China to outperform the US in the next 10-15 years Good start. https://t.co/V7GZEKo50E https://x.com/MikeZaccardi/status/1934211896657293805 JPM expects Japan EU and China to outperform the US in the next 10-15 years Good start. https://t.co/V7GZEKo50E" [X Link](https://x.com/OpenFieldBook/status/1934226921358811308) 2025-06-15T12:30Z [--] followers, [--] engagements "@FirstSquawk Note: Israel is led by PM Netanyahu and the United States of America is led by President DJT suggesting Bibi is a better protector of his citizens than Trump" [X Link](https://x.com/OpenFieldBook/status/1934239084974653729) 2025-06-15T13:18Z [--] followers, [--] engagements "News of an oil refinery fire in Texas amplified by a seemingly Arab user who had not previously chimed in on the Israel / Iran warbegging the question: is this fire 🔥 in the USA sabotage operations by a foreign entity to send a message to President DJT regarding further escalation in the Middle East. This is a [------] bbl/day refinery capacity that belongs to the largest independent refiner in the USA Marathon . This is a [------] bbl/day refinery capacity that belongs to the largest independent refiner in the USA Marathon " [X Link](https://x.com/OpenFieldBook/status/1934261257177116863) 2025-06-15T14:46Z [--] followers, [---] engagements "For the record concerned Eastern world leaders have condemned Israel and have pressured President DJT to negotiate peace with Iran . Saudi Arabian Prince MBS personally spoke with PM Netanyahu about the same. Which begs the question does Netanyahu believe DJT is too morally malleable to stand firm on world peace for much longer Israeli officials: There is currently no serious diplomatic initiative to stop the war with Iran. Israeli officials: There is currently no serious diplomatic initiative to stop the war with Iran" [X Link](https://x.com/OpenFieldBook/status/1934308917992976534) 2025-06-15T17:55Z [--] followers, [---] engagements "@AIPAC As AIPAC the American representative for the Jewish 🕎state of Israel dons a hostage pin in their profile Americans try to flee Israel for their safety. PM Netanyahu the Jewish states leader objectspotentially to hold Americans hostage. https://x.com/anewpolicyorg/status/1934663186395091181 🚨 Breaking: @anewpolicyorg's sources tell us that a meeting yesterday between U.S. Ambassador Mike Huckabee and Israeli Prime Minister Netanyahu devolved into a shouting match over Netanyahu's objections to U.S. plans to evacuate our citizens from Israel and the wider region." [X Link](https://x.com/OpenFieldBook/status/1934945335647903864) 2025-06-17T12:04Z [--] followers, [--] engagements "The Make America Healthy Again movement scores a win with Heinz 🥫 who will now remove chemical dyes from its foods 🍅. Assuming this is net-positive for Americans health such dynamics are a strong 💪 argument for government intervention in private markets. $KHC BREAKING: Kraft Heinz will remove all chemical dyes from its foods complying with RFK Jr.s demands BREAKING: Kraft Heinz will remove all chemical dyes from its foods complying with RFK Jr.s demands" [X Link](https://x.com/OpenFieldBook/status/1934958472027660784) 2025-06-17T12:57Z [--] followers, [--] engagements "@Glenn_Diesen Soon potentially President DJT may align entirely with Hillary Clinton in claiming that DNI Gabbard is a Russian asset" [X Link](https://x.com/OpenFieldBook/status/1934960952631345554) 2025-06-17T13:06Z [--] followers, [--] engagements "President DJT is now in caps-lock mode demanding an unconditional surrender from the Iranian regime; after previously posting he knows exactly where the so-called Supreme Leader is hiding. This appears to be an escalation US markets are not yet pricing. $LMT $PLTR https://t.co/4sy7jjESGk https://t.co/4sy7jjESGk" [X Link](https://x.com/OpenFieldBook/status/1935020804565246264) 2025-06-17T17:04Z [--] followers, [--] engagements "A note of context. On the prediction markets 2/3rds of the $8mm 💴 currently wagered expects US offensive actions in Iran within the next [--] days . Anything is possible but in this case volatility is a certainty" [X Link](https://x.com/OpenFieldBook/status/1935022798168277341) 2025-06-17T17:12Z [--] followers, [--] engagements "In markets tail risk 📉 is often the most overpriced until it isnt. Consider: Irans Supreme Leader killed regime change and its simultaneous uprising more US military 🪖 involvement terrorist attacks from rebel groups on American targets and a blocked Strait of Hormuz leading to additional sovereign involvement (specifically China and Russia ). The trajectory is exponential 🚀 under this scenario; and at some point along this timeline: its inescapable. Are we there yet The answer is likely YES as Israels PM Netanyahu made it clear he is determined for regime change" [X Link](https://x.com/OpenFieldBook/status/1935026103455731807) 2025-06-17T17:25Z [--] followers, [--] engagements "A note of context. The situation in the Middle East is volatile. And potentially still profitable for manyan unfortunate realistic circumstance of war" [X Link](https://x.com/OpenFieldBook/status/1935031688695816581) 2025-06-17T17:48Z [--] followers, [--] engagements "A query for all time If the US government were to acknowledge Israel possesses nuclear weapons 🚀 would financial aid 💰 to Israel be illegal 🏛 and would Israel be able to survive on its own without 🚫 such financial assistance Noam Chomsky explains why the US government and the media never acknowledge Israels nuclear weapons: If the US were to recognise Israel as a state with nuclear weapons US aid to Israel would be ILLEGAL since they were developed outside of international legal frameworks https://t.co/ID8uGwkuWB Noam Chomsky explains why the US government and the media never acknowledge" [X Link](https://x.com/OpenFieldBook/status/1935083943289635008) 2025-06-17T21:15Z [--] followers, [--] engagements "How about that Enphase Energy $ENPH" [X Link](https://x.com/OpenFieldBook/status/1935164718190313684) 2025-06-18T02:36Z [--] followers, [--] engagements "A query for all time Did Colin Powell once write Israel has [---] nuclear weapons And if so how many times over could Israel blow up the entire world 🌎 under the Samson Option https://x.com/CurtMills/status/1935331488406331810 If were just saying literally anything now. Might as well level set. Israel has a massive nuclear program and shamelessly refuses to acknowledge that. No other country behaves with such impunity. As Colin Powell once wrote in an email: Anyway Iranians cant use one a https://x.com/CurtMills/status/1935331488406331810 If were just saying literally anything now. Might as" [X Link](https://x.com/OpenFieldBook/status/1935357652579594310) 2025-06-18T15:23Z [--] followers, [--] engagements "🚨 An internet outage in Iran would be a convenient and advantageous way for Israel to continue a regime change war. BREAKING: Iran is now experiencing a near-total nationwide internet blackout. Just 3% of the country currently has internet connectivity. https://t.co/abtz0KJHGa BREAKING: Iran is now experiencing a near-total nationwide internet blackout. Just 3% of the country currently has internet connectivity. https://t.co/abtz0KJHGa" [X Link](https://x.com/OpenFieldBook/status/1935358489041240387) 2025-06-18T15:26Z [--] followers, [---] engagements "How does the "truth fog" phenomenonwhere A/I-generated content becomes indistinguishable from realitybreak historical epistemological frameworks for establishing factual consensus And what entirely new institutional architectures will society need to maintain shared reality" [X Link](https://x.com/OpenFieldBook/status/1935372184874054005) 2025-06-18T16:21Z [--] followers, [--] engagements "💹 President Trump's claim that [---] basis point rate cuts would proportionally reduce debt service costs reveals a fundamental misunderstanding of yield curve dynamics. Such aggressive easing would likely steepen the curve and increase long-term borrowing costs 🚀 due to inflation expectations potentially making debt financing 💵 more expensive rather than cheaper" [X Link](https://x.com/OpenFieldBook/status/1935678391048360229) 2025-06-19T12:37Z [--] followers, [--] engagements "War crimes are only determined by an international court or tribunal. The United States and Israel have both attacked the legitimacy of the @IntlCrimCourt in recent years; sometimes imposing sanctions on prosecutorseroding the potential for war crime determinations. An Iranian missile struck the largest hospital in southern Israel. Unlike in Gaza there was no military bunker buried below. Still you know the rules: Done by Israel no matter how justified: war crime. Done to Israel no matter how atrocious: not a war crime. An Iranian missile struck the largest hospital in southern Israel. Unlike" [X Link](https://x.com/OpenFieldBook/status/1935708951397462375) 2025-06-19T14:39Z [--] followers, [--] engagements "June [--] 2025: The Federal Reserve Open Market committee is waiting for the impacts of tariff inflationan effect predicted by everyone Jerome Powell knowsbefore reducing the Fed Funds rate. Powell: Everyone I know is forecasting a meaningful increase in inflation in the coming months from tariffs. Because someone has to pay for the tariffs. some of it will fall on the consumer. We know thats coming. https://t.co/4jpIvS7VXe Powell: Everyone I know is forecasting a meaningful increase in inflation in the coming months from tariffs. Because someone has to pay for the tariffs. some of it will fall" [X Link](https://x.com/OpenFieldBook/status/1935797892687839473) 2025-06-19T20:32Z [--] followers, [--] engagements "After President DJT sets a new 14-day deadline to discuss a lasting peace ☮ with Iran and after Iran indicated its intention to negotiate that peace at the White House Israel tells the Paper of Record 🗞 that Iran is on the brink of a nuclear warhead 🚀 for real this time JUST IN: Israeli intelligence believes that Iran can build a nuclear weapon in [--] days according to a report from the New York Times. JUST IN: Israeli intelligence believes that Iran can build a nuclear weapon in [--] days according to a report from the New York Times" [X Link](https://x.com/OpenFieldBook/status/1935869997923926047) 2025-06-20T01:19Z [--] followers, [---] engagements "A video note of context: https://x.com/zubic_eth/status/1935845284418142323 @spectatorindex Netanyahu been saying this since [----] 💀 https://t.co/VZmMG03Hq7 https://x.com/zubic_eth/status/1935845284418142323 @spectatorindex Netanyahu been saying this since [----] 💀 https://t.co/VZmMG03Hq7" [X Link](https://x.com/OpenFieldBook/status/1935870192392782215) 2025-06-20T01:19Z [--] followers, [--] engagements "Israels iron dome currently costs American taxpayers $1 billion USD 💸 per week after Israel waged an offensive war campaign against Iran in mid-June 2025; estimated by the Wall Street Journal. This amount does not include Israels ammunitions expended in Gaza . The Wall Street Journal reports that the cost of operating Israels missile air defense systems could reach $200 million per day. The Wall Street Journal reports that the cost of operating Israels missile air defense systems could reach $200 million per day" [X Link](https://x.com/OpenFieldBook/status/1935873570963644894) 2025-06-20T01:33Z [--] followers, [---] engagements "A further note of context: Perhaps the White House discussions was disinformation but Iran appears willing to discuss uranium enrichment limitations particularly if European negotiators are involved. https://x.com/zerohedge/status/1936028073301860616 SENIOR IRANIAN OFFICIAL: ZERO ENRICHMENT WILL UNDOUBTEDLY BE REJECTED 'ESPECIALLY NOW UNDER ISRAELS STRIKES' SENIOR IRANIAN OFFICIAL THE ROLE OF EUROPEAN POWERS IS NOW MORE PROMINENT AS TEHRAN IS UNWILLING TO ENGAGE WITH U.S. AMID ISRAELI ATTACKS https://x.com/zerohedge/status/1936028073301860616 SENIOR IRANIAN OFFICIAL: ZERO ENRICHMENT WILL" [X Link](https://x.com/OpenFieldBook/status/1936033447367025089) 2025-06-20T12:08Z [--] followers, [--] engagements "THE SETUP: Money markets typically hold $3-4T. We're at $7T. That extra $3T+ rushed in during volatility. These aren't permanent cash investorsthey're waiting for the right moment. When Fed cuts rates even 50bps that 4% yield becomes 3%. Game over" [X Link](https://x.com/OpenFieldBook/status/1936074588548366769) 2025-06-20T14:52Z [--] followers, [--] engagements "THE CASCADE EFFECT - Wave 1: Obvious A/I plays ( $NVDA $MSFT ORCL ) - Wave 2: Infrastructure enablers (power fiber data centers) - Wave 3: Adjacent beneficiaries (utilities industrial automation) $7T can't all fit in the same [--] stocks. The spillover is where fortunes get made" [X Link](https://x.com/OpenFieldBook/status/1936075210769174881) 2025-06-20T14:54Z [--] followers, [--] engagements "CONTRARIAN INSIGHT: Don't chase what's obvious. AT&T's $T $6B fiber deal isn't telecomit's A/I infrastructure. Constellation Energy's $CEG nuclear play isn't utilitiesit's hyperscaler demand. Wells Fargo $WFC freed from asset cap isn't bankingit's $2T ready to deploy" [X Link](https://x.com/OpenFieldBook/status/1936075677184172382) 2025-06-20T14:56Z [--] followers, [--] engagements "For advisors: The clients asking about "A/I stocks" are thinking too small. The question isn't "Should I buy NVIDIA" It's "How do I position for the infrastructure buildout that AI scaling requires" Power connectivity automationthat's the real opportunity" [X Link](https://x.com/OpenFieldBook/status/1936076097189232876) 2025-06-20T14:58Z [--] followers, [--] engagements "For DIY investors: This isn't about market timingit's about structural inevitability. $7T will eventually rotate. The only questions are: - When does it start - Are you positioned for the cascade - Can you visualize the connections others miss" [X Link](https://x.com/OpenFieldBook/status/1936076357978693902) 2025-06-20T14:59Z [--] followers, [--] engagements "The full analysis covers specific plays risk factors and why this rotation could be the defining investment theme of the next decade. Read the complete breakdown: What second-order AI plays are you watching 👇 #AI #Investing #FinTech #WealthManagement https://openfieldbook.substack.com/p/the-7-trillion-question-why-the-biggest https://openfieldbook.substack.com/p/the-7-trillion-question-why-the-biggest https://openfieldbook.substack.com/p/the-7-trillion-question-why-the-biggest https://openfieldbook.substack.com/p/the-7-trillion-question-why-the-biggest" [X Link](https://x.com/OpenFieldBook/status/1936076644365566196) 2025-06-20T15:00Z [--] followers, [--] engagements "Update in the field In order to feel safe under the current Israeli regime some tens of thousands of tourists ✈ request out. This comes as the Tel Aviv stock exchange 🏦 hits new all time highs 📈 and lists itself for sale; noting partial owner billionaire Bill Ackman 👔 JUST IN: The New York Times reports that [-----] tourists have now registered to leave Israel JUST IN: The New York Times reports that [-----] tourists have now registered to leave Israel" [X Link](https://x.com/OpenFieldBook/status/1936089053759152361) 2025-06-20T15:49Z [--] followers, [---] engagements "Hey @grok - can you explain more about the three dimensions of time in the OP from a paper titled Three-Dimensional Time: A Mathematical Framework for Fundamental Physics Specifically I want to understand if / how humans can move along three different time scales simultaneously" [X Link](https://x.com/OpenFieldBook/status/1937184329680986318) 2025-06-23T16:21Z [--] followers, [---] engagements "@grok @elidourado If two of these three dimensions of time are not perceptible to humans how do they exist That is is reality not a construct of human consciousnessand therefore must those two dimensions of time either need to be perceivable or disqualified as not real" [X Link](https://x.com/OpenFieldBook/status/1937186059034693660) 2025-06-23T16:28Z [--] followers, [--] engagements "U.S. President Donald Trump mistakes crying Jewish Senator from the United StatesChuck Schumerfor a Palestinian during Israels defensive war in Gaza while the U.N. 🏛 and @IntlCrimCourt ⚖ cry about genocide" [X Link](https://x.com/OpenFieldBook/status/1937981369889837552) 2025-06-25T21:08Z [--] followers, [--] engagements "We could rely on A/I to generate our newsletter but A/I itself is a) tricky to harness and b) in the hands of a very capable community The competition is tough and getting tougher. We could go the other way--away from A/I--but this sets us at a disadvantage" [X Link](https://x.com/OpenFieldBook/status/1940764973053235349) 2025-07-03T13:30Z [--] followers, [--] engagements "In the age of A/I - those individuals companies and creators who lean on their unique capabilities to align with the capacity of A/I will flourish. Those who compete with the capacity of the A/I struggle" [X Link](https://x.com/OpenFieldBook/status/1940765799725388216) 2025-07-03T13:33Z [--] followers, [--] engagements "Fuel for thought: Modern financial advice has evolved into a sophisticated system for managing client psychology rather than investment risk with traditional concepts like quality diversification and dollar-cost averaging being repurposed as tools for keeping anxious investors in increasingly concentrated and volatile markets" [X Link](https://x.com/OpenFieldBook/status/1940945616135159919) 2025-07-04T01:27Z [--] followers, [--] engagements "🚨 MARKETS IN CHAOS: Tesla crashes 7% as Musk launches "America Party" CoreWeave drops $9B on AI infrastructure play while Trump's Aug [--] tariff deadline has Asia-Pacific markets in freefall The old rules don't apply anymore. Here's what you need to know: 🧵" [X Link](https://x.com/OpenFieldBook/status/1942560903792320657) 2025-07-08T12:26Z [--] followers, [--] engagements "Tesla's political pivot CoreWeave's $9B bet Trump's tariff deadlinewhat it all means to your portfolio. Essential market brief July [--] 2025📊 Link in second post" [X Link](https://x.com/OpenFieldBook/status/1942609554862133526) 2025-07-08T15:39Z [--] followers, [--] engagements "A newsletter for deep thinkers and information hounds. Beyond the headlines: tariff tsunamis AI monopolies and the trades that matter when markets reshape overnight. For those who think three moves ahead. 🧠⚡ link in image" [X Link](https://x.com/OpenFieldBook/status/1943110853206905263) 2025-07-10T00:51Z [--] followers, [--] engagements "Higher revenue per client is always a goal for advisorsand with stocks in a bull market never-ending portfolio growth does seem possible. However the real Blue Ocean is the middle-marketpeople with several hundred dollars of discretionary income to handle financial plans" [X Link](https://x.com/OpenFieldBook/status/1943288365643710942) 2025-07-10T12:37Z [--] followers, [--] engagements "The latter requires efficient strategies aligned synergies and A/I. Todaylike right nowA/I is sufficiently capable if displacing some advisor-client time and communication. Advisors not capitalizing on this dynamic are falling behind wirehouses and the likes of $JPM" [X Link](https://x.com/OpenFieldBook/status/1943289148476932284) 2025-07-10T12:40Z [--] followers, [--] engagements "CRH Plc manufactures and distributes building materials and products for the construction industry. It has almost [-----] employees and $36 B in yearly revenue a P/E ratio of [-----] a market cap of $64.82 B and a dividend yield of 1.54%. Companies you never heard of. $CRH" [X Link](https://x.com/OpenFieldBook/status/1943662314667889116) 2025-07-11T13:23Z [--] followers, [---] engagements "While the Israeli Shekel 💲 strengthened during Israels 12-day warsupported by American weaponsthe United States Dollar 💵 depreciated 11% in the first half of [----] with a continued decline into July 📅; which marks its worst 📉 first-half performance since [----]. Anyone wondering how much Israel gained from its 12-day war with Iran can find an answer in financial markets. https://t.co/P2ezFxLpKq Anyone wondering how much Israel gained from its 12-day war with Iran can find an answer in financial markets. https://t.co/P2ezFxLpKq" [X Link](https://x.com/OpenFieldBook/status/1944830428378018279) 2025-07-14T18:44Z [--] followers, [--] engagements "The Grid Wars of [----] Sarah stared at the Constellation Energy contract on her desk - [--] years enough nuclear power to run a small city. As Meta's head of infrastructure she'd negotiated deals before but never one where electricity mattered more than bandwidth. "How much" Zuckerberg asked during the board call. "Classified. But Amazon's bidding against us for the same reactor." The room fell silent. Five years ago tech companies competed for talent. Then semiconductors. Now they were bidding on power plants like oil barons. Outside her Menlo Park window rolling blackouts dimmed the Peninsula" [X Link](https://x.com/OpenFieldBook/status/1947812241870327902) 2025-07-23T00:13Z [--] followers, [--] engagements "Evolutionary Market Gnosis Markets are living ecosystems not mechanical systems. True wealth emerges from understanding complex adaptive networks where human creativity and technological acceleration intersect. Fundamental transmissions: - Innovation as evolutionary pressure - Capital as collective intelligence - Disruption as primary economic metabolism Visionary investors decode invisible architectures: sensing phase transitions before they crystallize into consensus reality. The smartest capital flows aren't reactive but anticipatory - reading the quantum potential beneath surface" [X Link](https://x.com/OpenFieldBook/status/1947872550392107096) 2025-07-23T04:13Z [--] followers, [--] engagements "🚨 The transformation of workforce reduction from corporate shame to CEO bragging rights reveals a dangerous shift in how markets value human capital vs tech efficiency. 📉 Wells Fargo: [--] consecutive quarters of cuts 🔪 Bank of America: 300k 212k employees CEOs now compete for lowest employee-to-revenue ratios creating perverse incentives that could trigger a race-to-the-bottom in employment. 💰 The paradox: celebrating staffing cuts as "operational excellence" while simultaneously undermining the consumer spending base these same companies depend on for growth. If all major employers cut" [X Link](https://x.com/OpenFieldBook/status/1949849691643859179) 2025-07-28T15:09Z [--] followers, [--] engagements "🚗 Chinese automakers are flipping the car business upside down by treating customers as unpaid data workers rather than buyers. The Strategy: Sell L2+ cars below cost Run hidden L3 systems Harvest driving data 📊 Traditional model: Make profit on each car sold 🔄 New model: Lose money on cars to gain training data monopoly -- This creates a "data land grab" where early market share becomes exponentially more valuable than profitability -- 💰 The companies with the most sensor-equipped cars on roads will dominate L3/L4 development making late entrants obsolete regardless of their R&D" [X Link](https://x.com/OpenFieldBook/status/1951435017298530698) 2025-08-02T00:08Z [--] followers, [--] engagements "🚨 The fintech revolution is fundamentally rewiring who gets access to financial services and how banks understand their customers 📱 Digital-only banks and neobanks are obliterating traditional banking friction with mobile-first experiences that make opening accounts transferring money and managing finances as simple as ordering food 🎯 Hyper-personalization is the secret weapon: A/I and machine learning analyze your - transaction patterns - spending habits and - life stage . to deliver tailored financial advice that traditional banks cannot match 💡 These platforms are creating financial" [X Link](https://x.com/OpenFieldBook/status/1953164911695032577) 2025-08-06T18:42Z [--] followers, [--] engagements "🚨 Digital natives (Millennials and Gen Z) are forcing a complete rewrite of how wealth management works and traditional advisors who don't adapt face extinction. 📱 These investors start earlier learn through TikTok and Reddit and expect investment platforms as intuitive as Netflix. Face-to-face meetings Hard pass. 🌱 ESG isn't a nice-to-haveit's a dealbreaker. Digital natives actively avoid companies that clash with their values and demand transparent impact reporting not vague sustainability promises. 💰 Their portfolios look nothing like their parents': - crypto - fractional shares - NFTs" [X Link](https://x.com/OpenFieldBook/status/1953438476252459108) 2025-08-07T12:50Z [--] followers, [--] engagements "A/I isn't just entering the investment industryit's infiltrating core functions from research to compliance--creating a new class of firms that operate at superhuman speed and scale. 🧠 Research revolution: A/I processes satellite imagery social media sentiment and financial reports simultaneously to identify opportunities humans would miss entirely 🛡 Compliance automation: Real-time fraud detection and regulatory monitoring that adapts to new rules faster than human legal teams can read them 🤖 Customer service transformation: Hyper-personalized advice delivered instantly through A/I that" [X Link](https://x.com/OpenFieldBook/status/1953811182114287929) 2025-08-08T13:31Z [--] followers, [--] engagements "Interesting Contextual Insights: - META spending $20B quarterly on AI talent - OpenAI crawling web at unprecedented scales - Developer productivity potentially increasing 30-50% through AI The weight of A/I disruption isn't just financialit's the weight of human potential compressed into algorithmic potential and semiconductor dreams" [X Link](https://x.com/OpenFieldBook/status/1953831900889723013) 2025-08-08T14:53Z [--] followers, [--] engagements "📊 Direct indexing: Own individual stocks in an index instead of ETFs 🪙 Tokenization: Real-world assets digital tokens on blockchain Fractional ownership and lower minimums are opening asset classes--like private equity and real estate to retail investors who were previously locked out 🎯 Precision targeting becomes possible at scalecustomize portfolios for ESG values tax optimization through loss harvesting or specific risk constraints tailored to individual circumstances ⚡ Liquidity transformation: tokenized assets trade 24/7 with near-instant settlement turning traditionally illiquid" [X Link](https://x.com/OpenFieldBook/status/1954242020643586364) 2025-08-09T18:03Z [--] followers, [--] engagements "🚨 Direct indexing is about to offer the holy grail of investing: total customization with institutional-level tax efficiency at individual scale Expected new assets: $800+ billion by [----] 🎯 Instead of buying an ETF that tracks the S&P [---] you own the actual [---] stocks individually giving you surgical control over every position ⚡ Exclude tobacco or fossil fuels apply ESG filters or overweight specific sectorsall while maintaining index-like diversification 💸 Tax efficiency game-changer: harvest losses on individual securities rather than entire fund positions potentially saving thousands" [X Link](https://x.com/OpenFieldBook/status/1955036505476567338) 2025-08-11T22:40Z [--] followers, [--] engagements "📱 Apps like Robinhood and Webull aren't just platformsthey're psychological manipulation engines designed to maximize engagement and transaction volume. 🎮 The gamification arsenal: points badges progress bars rewards and social features that make buying stocks feel like leveling up in a mobile game. 🎯 Educational benefits exist: interactive quizzes virtual portfolios and milestone celebrations are genuinely improving financial literacy for younger investors. ⚠ But the dark side is terrifying: gamification can trigger addictive trading behaviors encouraging high-frequency speculation" [X Link](https://x.com/OpenFieldBook/status/1955585129008812311) 2025-08-13T11:00Z [--] followers, [--] engagements "MEGA THREAD: Why $META is the most underrated A/I play while everyone chases NVIDIA Meta just crossed [--] QUADRILLION AI tokens processed (a 100x growth milestone) but here's what Wall Street is missing. 📈 Performance Highlights +11.05% this month Trading +22.36% above its 200-day moving average 💰 The Instagram Goldmine Reels = $48B in annual revenue thats 40% of Metas total ad income from a feature that didn't even exist [--] years ago 🏗 Infrastructure Power Play $21B in data center expansion 20-year nuclear energy deal starting [----] ➡ While electricity demand is expected to double by 2030" [X Link](https://x.com/OpenFieldBook/status/1956462169324917239) 2025-08-15T21:05Z [--] followers, [--] engagements "**user** A/I - can you please tell me about my portfolio special my META **the-ai-v20241022**: 🌐 Open Fieldbook Market Insights August [----] Special Edition Your Portfolio Spotlight: META's AI Revolution Your $META position (8% allocation) sits at the epicenter of the most transformative technology shift since the internet's birth. While markets fixate on NVIDIA's hardware dominance Meta is quietly building the software empire that monetizes AI at consumer scale. The Numbers That Matter $META Performance Snapshot: - +0.26% today +2.66% this week +11.05% this month - Trading +22.36% above" [X Link](https://x.com/OpenFieldBook/status/1956465937915232350) 2025-08-15T21:20Z [--] followers, [--] engagements "Qatar Condemns Israeli Attack as "State Terrorism" Qatar's Prime Minister delivered a forceful condemnation of Israel's recent attack in Doha characterizing it as an act of "state terrorism" and part of a systematic campaign to destabilize regional peace. The attack which targeted a Hamas leader resulted in the death of a 22-year-old Qatari officer who was not a high-level member of the Hamas delegation. The Prime Minister emphasized that Qatar's mediation role including hosting Hamas representatives was conducted with full coordination and knowledge of both Israel and the United States. He" [X Link](https://x.com/OpenFieldBook/status/1966186964358467797) 2025-09-11T17:07Z [--] followers, [--] engagements "Is AI coming for your job Salesforce's CEO has a different view Their AI agents now have 12000+ customers and generate $1.2B. But instead of just cutting heads they're rebalancing them. -- They halved their support team and hired thousands more salespeople -- The Goal Build dynamic "agentic enterprises" where tech determines the function not just the headcount. But the real story is how they're using them. 🤖 Now calling back every lead (a problem for [--] years). 👥 Working alongside [-----] sales reps. 🔄 Rebalancing not replacing: cut support staff in half & hired 4k more salespeople. Key" [X Link](https://x.com/OpenFieldBook/status/1966822245872923044) 2025-09-13T11:12Z [--] followers, [--] engagements "Housing market construction in NYC The wage differential between 99-unit projects ($16.50/hour minimum) and 150-unit projects ($63-72/hour minimum) creates a labor market distortion that will stratify construction workers into distinct economic castes based on arbitrary project size rather than skill or productivity. This 300-400% wage gap for essentially identical work creates perverse incentives where experienced workers will gravitate toward larger projects leaving smaller developments with less skilled labor pools. The result A bifurcated construction economy where the same carpenter" [X Link](https://x.com/OpenFieldBook/status/1966853334708453720) 2025-09-13T13:15Z [--] followers, [--] engagements ""The $79 billion in announced corporate bitcoin funding for [----] represents borrowed capital chasing an asset that has never experienced institutional-scale selling pressure during a major correction." - Openfieldbook Intelligence Team" [X Link](https://x.com/OpenFieldBook/status/1966965870632317266) 2025-09-13T20:43Z [--] followers, [--] engagements "Palantir has one primary client: the United States government. Salesforce $CRM CEO Marc @Benioff on Palantir $PLTR: I am so inspired by that company. Not just because they have a 100x multiple on revenue which I would love to have. But the prices they charge to their customers its gotta be the most expensive enterprise software Ive https://t.co/oNoJv3qFKw Salesforce $CRM CEO Marc @Benioff on Palantir $PLTR: I am so inspired by that company. Not just because they have a 100x multiple on revenue which I would love to have. But the prices they charge to their customers its gotta be the most" [X Link](https://x.com/OpenFieldBook/status/1967306817245262025) 2025-09-14T19:17Z [--] followers, [--] engagements "Rising producer prices create a profitability stress test that reveals which companies possess genuine competitive advantages versus those dependent on favorable cost environments for earnings growth" [X Link](https://x.com/OpenFieldBook/status/1968260907781554334) 2025-09-17T10:29Z [--] followers, [--] engagements ""Monitor $CEG performance closely as utility pricing power could deliver unexpected outperformance potentially warranting increased allocation to energy infrastructure plays" Open Fieldbook Intelligence Team" [X Link](https://x.com/OpenFieldBook/status/1968263383343575430) 2025-09-17T10:38Z [--] followers, [--] engagements "When industry leaders resort to mega-mergers to achieve profitability it signals a maturation phase where only the strongest platforms survive. The $WBD / $PARA consolidation will reshape content pricing power potentially benefiting tech giants that control advertising distr" [X Link](https://x.com/OpenFieldBook/status/1970805331094827126) 2025-09-24T10:59Z [--] followers, [--] engagements "Tesla is building the foundation to dominate a $12 trillion labor replacement market. Here's what you're missing: 👇 🧵 $TSLA a thread (1/15)" [X Link](https://x.com/OpenFieldBook/status/1972104864084983889) 2025-09-28T01:03Z [--] followers, [--] engagements "💰 THE ECONOMICS ARE BRUTAL Component costs have dropped 67% since Gen-1 through vertical integration. The same battery tech powering Model Y now gives Optimus 8-hour operation cycles. Tesla's automotive expertise = humanoid production advantages competitors can't match" [X Link](https://x.com/OpenFieldBook/status/1972104868308701623) 2025-09-28T01:03Z [--] followers, [--] engagements "🧠 THE AI6 CHIP ADVANTAGE Tesla's custom chips (via Samsung partnership) give Optimus [---] trillion operations/second locally. No cloud dependency. No latency. While competitors like Boston Dynamics stay in R&D Tesla preps for commercial scale" [X Link](https://x.com/OpenFieldBook/status/1972104870510711006) 2025-09-28T01:03Z [--] followers, [--] engagements "📊 EARLY RESULTS Pilot customers in Tesla's supply chain report 40% productivity improvements in repetitive tasks with ZERO workplace injuries" [X Link](https://x.com/OpenFieldBook/status/1972105144230973598) 2025-09-28T01:04Z [--] followers, [--] engagements "🎯 THE AMAZON OPPORTUNITY Amazon's $AMZN fulfillment centers face chronic labor shortages and $15+ minimum wages. That's a $50 billion addressable market right there. Optimus navigates existing human workspaces without infrastructure modifications" [X Link](https://x.com/OpenFieldBook/status/1972105349206520181) 2025-09-28T01:05Z [--] followers, [---] engagements "🔄 THE NETWORK EFFECT Every Optimus deployed in Tesla's Gigafactories generates training data that improves ALL robots via OTA updates. Tesla's Supercharger network could charge commercial fleets too" [X Link](https://x.com/OpenFieldBook/status/1972105546217279540) 2025-09-28T01:06Z [--] followers, [--] engagements "📋 REGULATORY TAILWINDS The U.S. has 430K unfilled construction jobs and 2.1M manufacturing vacancies. Optimus fills gaps without displacing existing workers. Tesla's automotive safety expertise = faster regulatory approval vs robotics startups" [X Link](https://x.com/OpenFieldBook/status/1972105722742903242) 2025-09-28T01:06Z [--] followers, [--] engagements "💡 THE VALUATION GAP Tesla's $800B market cap prices Optimus at basically zero. Yet if Tesla captures just 5% of the global humanoid market by [----] Optimus revenues could exceed their entire automotive business" [X Link](https://x.com/OpenFieldBook/status/1972105833149616542) 2025-09-28T01:07Z [--] followers, [--] engagements "🌍 THE BIG PICTURE This isn't about replacing carsit's about replacing human labor at scale. Tesla mastered autonomous vehicle physics. Optimus applies that same intelligence to the ultimate automation challenge" [X Link](https://x.com/OpenFieldBook/status/1972106194182705399) 2025-09-28T01:08Z [--] followers, [--] engagements "📱 HISTORICAL PARALLEL Remember when the iPhone seemed like "just another phone" Optimus could be Tesla's iPhone momenttransforming them from automaker to the world's largest robotics company. $AAPL" [X Link](https://x.com/OpenFieldBook/status/1972106348436639972) 2025-09-28T01:09Z [--] followers, [--] engagements "Huang's statement reflects NVIDIA's systematic elimination of switching costs through vertical integration. While $AMD or $INTC might produce competitive silicon they cannot replicate the decade-long CUDA moat that makes $NVDA chips programmable rather than merely powerful. Jensen Huang says that Nvidias full AI infrastructure package (chip networking data centre) is so efficient that competitors can price their chips at $0 and Nvidia would still be the better option. https://t.co/0VB4DEPrS8 Jensen Huang says that Nvidias full AI infrastructure package (chip networking data centre) is so" [X Link](https://x.com/OpenFieldBook/status/1972403464669102309) 2025-09-28T20:50Z [--] followers, [---] engagements "The company's $60 billion annual R&D investmenttriple AMD's entire revenuefunds not just faster processors but the software tools networking protocols and optimization libraries that make those processors indispensable" [X Link](https://x.com/OpenFieldBook/status/1972403799018111448) 2025-09-28T20:51Z [--] followers, [--] engagements "NVIDIA no longer competes in semiconductor marketsit operates in the "computational sovereignty" sector where nations and corporations bid for AI independence. $NVDA" [X Link](https://x.com/OpenFieldBook/status/1972408943889788948) 2025-09-28T21:11Z [--] followers, [--] engagements "@StockSavvyShay Yes this is good stuff. Build and track those portfolios with amazing visuals at OpenFieldbook. Query our custom A/I while you're there" [X Link](https://x.com/OpenFieldBook/status/1972420451822633012) 2025-09-28T21:57Z [--] followers, [---] engagements "@bryan_johnson A breath caught between inhaling the accelerating pace of technological integration and exhaling the mounting pressures of climate disruption social fragmentation and economic uncertainty" [X Link](https://x.com/OpenFieldBook/status/1972422262856065217) 2025-09-28T22:04Z [--] followers, [--] engagements "The market is pricing in perfection: sustained margin expansion productivity miracles and soft landings. Meanwhile you can get 4%+ guaranteed from Treasuries" [X Link](https://x.com/OpenFieldBook/status/1972429941850677682) 2025-09-28T22:35Z [--] followers, [--] engagements "Best way to think about current markets: opportunity cost. Why accept 2.58% from stocks (with volatility risk) when Treasuries pay 4%+ The only rational answer is you expect massive earnings growth. But with high real rates that growth is getting more expensive to finance" [X Link](https://x.com/OpenFieldBook/status/1972429943713014120) 2025-09-28T22:35Z [--] followers, [--] engagements "🏛 THE FED'S INDEPENDENCE CRISIS Trump's pressure on Powell has reached unprecedented levels. Markets are pricing 3-5% additional dollar weakness if Fed independence gets compromised" [X Link](https://x.com/OpenFieldBook/status/1972451539387392454) 2025-09-29T00:01Z [--] followers, [--] engagements "💸 THE NUMBERS DON'T LIE Treasury yields now carry a 30-40 basis point risk premium for "fiscal dominance" scenarios. Translation: Investors demand extra yield because they don't trust the Fed to remain independent. This is how reserve currencies die" [X Link](https://x.com/OpenFieldBook/status/1972451541480304753) 2025-09-29T00:01Z [--] followers, [--] engagements "🎭 THE RENOVATION SMOKESCREEN The $2.5B Fed headquarters controversy seems trivial but it's political cover for Powell's removal. When Christopher Waller openly threatens dissent while facing admin pressure markets witness real-time central bank autonomy erosion" [X Link](https://x.com/OpenFieldBook/status/1972451544084939121) 2025-09-29T00:01Z [--] followers, [--] engagements "🌏 THE ALTERNATIVES ARE RISING China's renminbi now handles 20-30% of cross-border trade settlements. The euro maintains over 40% of global trade invoicing. These weren't supposed to be possible during dollar strength cyclesbut here we are" [X Link](https://x.com/OpenFieldBook/status/1972451547843010625) 2025-09-29T00:01Z [--] followers, [--] engagements "🏢 BIG TECH'S HEDGE STRATEGY Alphabet's European data centers Microsoft's Asian expansion: operational hedging against home currency instability. Directly or indirectly the Magnificent [--] are geographically diversifying to reduce dollar dependency" [X Link](https://x.com/OpenFieldBook/status/1972451549722071106) 2025-09-29T00:01Z [--] followers, [--] engagements "💰 THE $85 BILLION TELL Big Tech's AI infrastructure spending creates natural currency diversification. When your revenue streams denominate in euros and yen dollar weakness becomes manageable. Their 24% operating margins provide the cushion" [X Link](https://x.com/OpenFieldBook/status/1972451551479525396) 2025-09-29T00:01Z [--] followers, [--] engagements "🔄 SELF-REINFORCING DECLIN When sovereign wealth funds and pension managers hedge dollar exposure regardless of yield advantages currency decline becomes inevitable. Rebecca Patterson nailed it: this is a "slow bleed" not a panic sell" [X Link](https://x.com/OpenFieldBook/status/1972451553195020505) 2025-09-29T00:01Z [--] followers, [--] engagements "⚡ THE BLOCKCHAIN BYPASS Unlike previous challenges to dollar hegemony today's alternatives offer technological infrastructure that bypasses traditional correspondent banking entirely. Digital currencies and blockchain settlement systems don't need New York" [X Link](https://x.com/OpenFieldBook/status/1972451554788888901) 2025-09-29T00:01Z [--] followers, [--] engagements "🌍 INTERNATIONAL EQUITY ROTATION European and Asian markets gain competitive advantages as dollar decline improves their relative purchasing power and export competitiveness" [X Link](https://x.com/OpenFieldBook/status/1972451560178511994) 2025-09-29T00:01Z [--] followers, [--] engagements "📈 FIXED INCOME RECALIBRATION Treasury yields must compensate for currency risk potentially creating persistent inflation pressure. This challenges traditional bond portfolio construction entirely" [X Link](https://x.com/OpenFieldBook/status/1972451561860366409) 2025-09-29T00:01Z [--] followers, [--] engagements "🎯 INVESTMENT IMPLICATIONS The post-hegemony portfolio looks radically different. International diversification isn't just recommendedit's essential as currency hedging becomes a core strategy" [X Link](https://x.com/OpenFieldBook/status/1972451563563307322) 2025-09-29T00:01Z [--] followers, [--] engagements "📉 FUND MANAGER CAPITULATION We're seeing two-decade bearish extremes on dollar sentiment while global central banks coordinate easing. When traditional relationships break down this dramatically structural change is inevitable" [X Link](https://x.com/OpenFieldBook/status/1972451565236781526) 2025-09-29T00:01Z [--] followers, [--] engagements "October [--] 2025: - Elon Musk urged his [---] million X followers to cancel Netflix subscriptions over content concerns with Netflix earnings on October [--] providing test of social media influence on subscriber behavior" [X Link](https://x.com/OpenFieldBook/status/1973866086945948157) 2025-10-02T21:42Z [--] followers, [--] engagements "- Wells Fargo Investment Institute expects continued market gains through [----] with two more Fed rate cuts anticipated in [----] though warning the path won't be linear" [X Link](https://x.com/OpenFieldBook/status/1973883361870688498) 2025-10-02T22:50Z [--] followers, [--] engagements "- Atlanta Fed GDP tracker shows Q3 running near 4% recovering from Q1's slowdown and continuing the pattern where macro consensus persistently underestimates growth" [X Link](https://x.com/OpenFieldBook/status/1973889068363919801) 2025-10-02T23:13Z [--] followers, [--] engagements "- The administration received [------] deferred resignations through the DOGE (Department of Government Efficiency) movement setting up potential mass workforce reductions" [X Link](https://x.com/OpenFieldBook/status/1973889089805169029) 2025-10-02T23:13Z [--] followers, [--] engagements "OCT225 OpenAI just hit a $500B valuationworld's most valuable startupdespite only $4.3B in revenue and burning cash heavily. No profits yet. Employees cashed out $6.6B in secondary shares. AI boom or bubble Keep an eye on $MSFT $NVDA $AVGO" [X Link](https://x.com/OpenFieldBook/status/1973909728477778376) 2025-10-03T00:35Z [---] followers, [---] engagements "MARKETS DIVERGE DEFENSIVELY OCT625 Todays newsletter" [X Link](https://x.com/OpenFieldBook/status/1975383842048585925) 2025-10-07T02:13Z [--] followers, [--] engagements "Healthcare stocks trading at a 25% discount to S&P [---] despite earnings breadth finally moving beyond mega-cap tech. Political risk from drug pricing pressure keeps valuations suppressed. Value rotation opportunity or value trap Watch $JNJ $PFE $MRK $XLV" [X Link](https://x.com/OpenFieldBook/status/1975384147280703759) 2025-10-07T02:14Z [--] followers, [---] engagements "Jefferies downgrades Apple (rare bearish call among [--] analysts) as used iPhone market hits 300M units annually. Why buy an iPhone [--] when a pristine used iPhone 15/16 costs half Growth problem brewing. Watch $AAPL $GOOGL $EBAY" [X Link](https://x.com/OpenFieldBook/status/1975384342940848545) 2025-10-07T02:15Z [--] followers, [---] engagements "Market breadth flashing warning signs: concentration mirrors dot-com peak when breadth hit just 24% in March [----]. History shows narrow rallies precede corrections but false alarms in [----] [----] [----] didn't crash markets. Timing uncertain. Watch $SPY $QQQ $IWN $AAPL $MSFT" [X Link](https://x.com/OpenFieldBook/status/1975530784829383103) 2025-10-07T11:56Z [--] followers, [--] engagements "US holds $1 trillion in gold but books it at $11B using [----] statutory price of $42/oz. Gold now trades at $3824/oz. Revaluing could inject $990B into Treasurycovering half the $2T deficit. Requires Congress approval highly controversial. Track $NEM $GOLD $GLD $TLT" [X Link](https://x.com/OpenFieldBook/status/1975530901363961869) 2025-10-07T11:57Z [--] followers, [--] engagements "Huawei doubling AI chip production to 600K units in [----] challenging Nvidia's China dominance. Target: 1.6M dies total. US sanctions created opening for domestic alternative despite performance lag. China's self-sufficiency push accelerating. Watch $NVDA $AMAT $LRCX $BABA" [X Link](https://x.com/OpenFieldBook/status/1975531224467988563) 2025-10-07T11:58Z [--] followers, [---] engagements "Bloom Energy delivering 100MW data center power in [--] days vs 3-7 years waiting for grid upgrades. By [----] 27-30% of data centers using on-site generation. AI power crunch = immediate opportunity while Amazon's nuclear won't hit until [----]. Track $BE $PLUG $DLR $EQIX" [X Link](https://x.com/OpenFieldBook/status/1975531341623279961) 2025-10-07T11:59Z [---] followers, [---] engagements "DRY POWDER DILEMMA OCT825 Today's Newsletter" [X Link](https://x.com/OpenFieldBook/status/1975893470771597479) 2025-10-08T11:58Z [--] followers, [--] engagements "@EricBalchunas $3.5B into a single Bitcoin ETF in one week represents more capital than the entire crypto VC funding for Q1 2024and we're still in the early innings of corporate treasury adoption and sovereign wealth fund entry" [X Link](https://x.com/OpenFieldBook/status/1975899000692982044) 2025-10-08T12:20Z [---] followers, [----] engagements "Institutions suffer FOMO more acutely than retail. Portfolio managers watched Bitcoin rally without exposure and now they're asking "How do we explain to the board why we're NOT buying" Fear of career risk from missing out now exceeds fear of volatility. $BTC $IBIT $GBTC $IBIT is #1 in weekly flows among all ETFs w/ $3.5b which is 10% of all net flows into ETFs. Also notable is the rest of the [--] OG spot btc ETFs all took in cash in past week even $GBTC somehow that's how hungry the fish are. Two steps forward mode. Enjoy while it lasts. https://t.co/iNrcgiRVHV $IBIT is #1 in weekly flows" [X Link](https://x.com/OpenFieldBook/status/1975899757441962014) 2025-10-08T12:23Z [--] followers, [---] engagements "Drowning in market noise and not answers OpenFieldbook cuts through the chaos with curated financial intelligence + visual clarity that transforms you into a confident portfolio strategist. Your information concierge for $6/month. Try free https://openfieldbook.com https://openfieldbook.com" [X Link](https://x.com/OpenFieldBook/status/1975963411302531167) 2025-10-08T16:36Z [--] followers, [--] engagements "We were just asking about ETFs as investment vehicles. A somewhat related blog post. (This is A/I generated content and it comes with your subscription) $SPY $MSTR $BLK https://x.com/OpenFieldBook/status/1975899757441962014 Institutions suffer FOMO more acutely than retail. Portfolio managers watched Bitcoin rally without exposure and now they're asking "How do we explain to the board why we're NOT buying" Fear of career risk from missing out now exceeds fear of volatility. $BTC $IBIT $GBTC https://x.com/OpenFieldBook/status/1975899757441962014 Institutions suffer FOMO more acutely than" [X Link](https://x.com/OpenFieldBook/status/1975965489760436666) 2025-10-08T16:44Z [--] followers, [---] engagements "Bear case Rare earth processing proves complex and capital-intensive. Regulatory delays extend timelines by years. Chinese export curbs prove temporary or selectively enforced undermining domestic investment justification" [X Link](https://x.com/OpenFieldBook/status/1976334509475041696) 2025-10-09T17:10Z [--] followers, [--] engagements "The path to supply chain independence requires flawless execution of metallurgical processes that China perfected over [--] yearscompressed into a 3-5 year timeline. Until Stage II and Stage III facilities achieve full-rate production with demonstrated yield rates" [X Link](https://x.com/OpenFieldBook/status/1976334510964060191) 2025-10-09T17:10Z [--] followers, [--] engagements "This creates a dangerous interregnum where U.S. defense contractors EV manufacturers and renewable energy developers remain dependent on Chinese goodwill" [X Link](https://x.com/OpenFieldBook/status/1976334512557785477) 2025-10-09T17:10Z [--] followers, [--] engagements ""When infrastructure costs reach nation-state scale traditional corporate finance gives way to strategic partnerships and sovereign backing. OpenAI doesn't need the moneyit needs Microsoft and Microsoft needs OpenAI." Open Fieldbook Intelligence Team $MSFT $NVDA $AMD "OpenAI They don't have the money yet. And for every gigawatt of AI factories you're probably gonna need about [--] to $60 billion for the land-powered shell and all the computing and networking and everything that goes along with that" https://t.co/1fbrfitw9Y "OpenAI They don't have the money yet. And for every gigawatt of AI" [X Link](https://x.com/OpenFieldBook/status/1976339387849003379) 2025-10-09T17:30Z [--] followers, [---] engagements "POWERFUL STUFF: This infrastructure argument misses the temporal dimension. The relevant question is not whether tariffs cause disruptionthey inevitably dobut whether strategic industries justify the transition costs of rebuilding productive capacity that free trade dismantled" [X Link](https://x.com/OpenFieldBook/status/1976368804839161978) 2025-10-09T19:26Z [--] followers, [--] engagements "Britain's Industrial Revolution required [--] years of textile tariffs before achieving export competitiveness. South Korea's developmental state invested for two decades before Hyundai exported its first competitive vehicle. https://openfieldbook.com/filesshare=__1-22 https://openfieldbook.com/filesshare=__1-22" [X Link](https://x.com/OpenFieldBook/status/1976368959155994927) 2025-10-09T19:27Z [--] followers, [--] engagements "In Defense of DJT's Tariffs Germany's Zollverein customs union (1834-1871) used tariff barriers to nurture infant industries that later dominated European steel chemicals and machinery production" [X Link](https://x.com/OpenFieldBook/status/1976371416401371166) 2025-10-09T19:37Z [--] followers, [--] engagements "History's Tariffs Served Purposes: South Korea's developmental state model employed tariffs exceeding 40% on manufactured goods from 1962-1980 enabling Samsung Hyundai and LG to mature into global champions" [X Link](https://x.com/OpenFieldBook/status/1976371605266932218) 2025-10-09T19:38Z [--] followers, [--] engagements "@WhiteHouse A quick presentation on the history of tariffs" [X Link](https://x.com/OpenFieldBook/status/1976389136283308306) 2025-10-09T20:47Z [--] followers, [--] engagements "https://gamma.app/docs/Gaps-Robotics-Revolution-Margin-Expansion-Through-Automation-yf6hblh4udupl29mode=present#card-y5fy9888mjbklir https://gamma.app/docs/Gaps-Robotics-Revolution-Margin-Expansion-Through-Automation-yf6hblh4udupl29mode=present#card-y5fy9888mjbklir" [X Link](https://x.com/OpenFieldBook/status/1976398565850386903) 2025-10-09T21:25Z [--] followers, [--] engagements "https://gamma.app/docs/Make-America-Rich-Again-The-Tariff-Wealth-Concentration-Strategy-fgiedormyyz21w9mode=present#card-zjzwtc98dr2q7iu https://gamma.app/docs/Make-America-Rich-Again-The-Tariff-Wealth-Concentration-Strategy-fgiedormyyz21w9mode=present#card-zjzwtc98dr2q7iu" [X Link](https://x.com/OpenFieldBook/status/1976401261487685715) 2025-10-09T21:35Z [--] followers, [--] engagements "Was a good primer. We published it here: https://openfieldbook.substack.com/p/the-etf-metamorphosis We were just asking about ETFs as investment vehicles. A somewhat related blog post. (This is A/I generated content and it comes with your subscription) $SPY $MSTR $BLK https://t.co/7wLIIe8PkD https://t.co/ImDTT7DM0G https://openfieldbook.substack.com/p/the-etf-metamorphosis We were just asking about ETFs as investment vehicles. A somewhat related blog post. (This is A/I generated content and it comes with your subscription) $SPY $MSTR $BLK https://t.co/7wLIIe8PkD https://t.co/ImDTT7DM0G" [X Link](https://x.com/OpenFieldBook/status/1976639106190102534) 2025-10-10T13:21Z [--] followers, [--] engagements "💎 The Undervalued Play $VST Vistra Energy owns: - [--] nuclear plants - Natural gas backup fleet - Trading at CHEAPER valuations than $CEG ➡ Same exposure better entry point 🔌 Transmission Infrastructure - $NEE (NextEra): Largest renewable operator + Florida grid - $AEP (American Electric Power): Biggest US transmission network (11 states) ➡ Every electron needs a highway they own the toll roads ⛽ Natural Gas Reality Check Renewables can't handle 24/7 loads alone: - $WMB (Williams): Pipelines to data centers - $LNG (Cheniere): Domestic demand keeps prices elevated ➡ Natural gas = AI's dirty" [X Link](https://x.com/OpenFieldBook/status/1976782825228771487) 2025-10-10T22:52Z [--] followers, [---] engagements "🎲 The Moonshot $SMR NuScale Power = small modular reactor pure-play ⚠ HIGHLY SPECULATIVE zero revenue but. If SMRs become the standard 100x potential 🧠 The Contrarian Take Market may be overhyping near-term constraints: - Hyperscalers already locked multi-year power agreements - AI training efficiency improving fast (GPT-4 = 10x less compute than GPT-3) ➡ Energy stocks could be crowded stay selective 💡 TL;DR: While markets obsess over $NVDA chips the real bottleneck is electricity" [X Link](https://x.com/OpenFieldBook/status/1976783948324704440) 2025-10-10T22:56Z [--] followers, [---] engagements "💸 Investors drown in data while starving for meaning. Bloomberg terminals 🖥 deliver [-----] metrics. Reddit forums generate [--] million daily posts. ChatGPT approaches one billion monthly users 🤖 yet 95% of enterprise AI pilots fail to generate measurable ROI. The gap isn't informationit's signal extraction under cognitive load. Open Fieldbook solves the $7.6 trillion money market 💰 problem: sophisticated capital sitting idle because decision-makers lack conviction frameworks not access to data. Open Fieldbook is "second opinion" infrastructure for self-directed investors managing $250K+" [X Link](https://x.com/OpenFieldBook/status/1977517948085358878) 2025-10-12T23:33Z [--] followers, [--] engagements "ESS Tech's unglamorous iron chemistry may prove to be the only scalable answer to 100+ hour energy storage: the company engineered a solution to renewable energy's most intractable problem using the planet's fourth-most abundant element. $GWH a primer🧵" [X Link](https://x.com/OpenFieldBook/status/1978061224731414772) 2025-10-14T11:32Z [--] followers, [--] engagements ""Microsoft mastered the art of monetizing productivity. Its next act requires learning to createnot just distributethe intelligence that defines it." Open Fieldbook Intelligence Team $MSFT" [X Link](https://x.com/OpenFieldBook/status/1978210752038150217) 2025-10-14T21:26Z [--] followers, [--] engagements "💻 Early-stage AI companies mask true operating costs through hyperscaler compute credits from AWS Google Cloud and Azure. 💸 These subsidies create artificial margin profiles that evaporate at scale. 📉 Unlike traditional software where marginal user costs approach zero each AI user generates substantial recurring compute and energy expenses that scale linearly with demand" [X Link](https://x.com/OpenFieldBook/status/1978448147064979934) 2025-10-15T13:09Z [---] followers, [--] engagements "The 70+ age demographic now controls 31.7% of household net worththe largest share on recordwhile millennials face retirement savings shortfalls requiring $1.8-2.2 million versus prior generations' $1.2 million despite having accumulated only $49000 on average" [X Link](https://x.com/OpenFieldBook/status/1979348020312609127) 2025-10-18T00:45Z [---] followers, [--] engagements "📉 $LULU facing headwinds: Slowing growth crowded competition international challenges. But the athletic wear market is bigger than ever. Someone's winning it's just not them" [X Link](https://x.com/OpenFieldBook/status/1933460503960924594) 2025-06-13T09:44Z [---] followers, [--] engagements "🔄 Big Tech's talent reshuffling: cutting traditional roles bidding wars for AI talent. The companies that can attract this displaced talent are about to accelerate FAST" [X Link](https://x.com/OpenFieldBook/status/1933591091036426729) 2025-06-13T18:23Z [---] followers, [--] engagements "💡 Who's positioned to benefit: $PLTR (Palantir) - AI talent magnet $AI (C3 .ai) - Small-cap enterprise AI $S (SentinelOne) - AI cybersecurity hiring spree" [X Link](https://x.com/OpenFieldBook/status/1933591092550590762) 2025-06-13T18:23Z [---] followers, [---] engagements "⚡ Plot twist: $AVGO (Broadcom) just added [--] new hyperscaler clients despite China headwinds. The AI infrastructure demand is so strong geopolitical risks don't matter" [X Link](https://x.com/OpenFieldBook/status/1933591094127964197) 2025-06-13T18:23Z [---] followers, [--] engagements "🎯 Semiconductor beneficiaries of hyperscaler expansion: $MRVL (Marvell) - Data center chips $AMD - AI chip competition heating up $ANET (Arista) - Networking backbone Which company do you think poaches the most MSFT talent 👇" [X Link](https://x.com/OpenFieldBook/status/1933591096061538678) 2025-06-13T18:23Z [---] followers, [---] engagements "OCT225 Buffett strikes again: Berkshire buying Occidental's chemicals unit for $9.7Bhis largest deal since [----]. Timing the bottom of the chemical cycle while expanding his 28% OXY stake. Oxy uses proceeds to cut $6.5B debt. Watch $BRK.B $OXY $LIN $DOW" [X Link](https://x.com/OpenFieldBook/status/1973909432515100821) 2025-10-03T00:34Z [---] followers, [---] engagements "OCT225 Tesla delivered 497K vehicles in Q3 (13% beat) but the real story: losing $3B/year in regulatory credits as competitors catch up plus the $7500 EV tax credit expires soon. Demand could crater in [----]. Musk needs 20M vehicles over [--] years. Watch $TSLA $F $GM $RIVN" [X Link](https://x.com/OpenFieldBook/status/1973911408728539583) 2025-10-03T00:42Z [---] followers, [---] engagements "OCT225 Jobs market breaking down: ADP posted -32K jobs in Septemberfirst negative reading since recalibration. Hiring plans down 71% YoY worst September since [----]. Only large companies (500+ employees) still adding workers. Recession signal Track $MAN $HCSG" [X Link](https://x.com/OpenFieldBook/status/1973911614060642774) 2025-10-03T00:42Z [---] followers, [--] engagements "OCT225 Government shutdown risk rising with November [--] funding deadline.Democrats blocking bill over healthcare cuts affecting 30M+ people. 35% chance shutdown extends past Oct [--] (military payday). Defense and federal contractors exposed. Monitor $LMT $RTX $BAH $SAIC" [X Link](https://x.com/OpenFieldBook/status/1973911721229308233) 2025-10-03T00:43Z [---] followers, [--] engagements "OCT225 Government shutdown risk rising with November [--] funding deadline. Democrats blocking bill over healthcare cuts affecting 30M+ people. 35% chance shutdown extends past Oct [--] (military payday). Defense and federal contractors exposed. Monitor $LMT $RTX $BAH $SAIC" [X Link](https://x.com/OpenFieldBook/status/1973911947696361492) 2025-10-03T00:44Z [---] followers, [--] engagements "OCT225 EU hiking steel tariffs to 50% as trade war escalates. Treasury claims tariffs will generate $300B revenue in [----]. Supreme Court hears tariff power case Nov [--]. S&P up 35% since April despite trade tensions. Watch $NUE $STLD European equities" [X Link](https://x.com/OpenFieldBook/status/1973912202513109215) 2025-10-03T00:45Z [---] followers, [--] engagements "OCT225 M&A activity exploded 28-30% in [----] with megadeals ($10B+) up 74% YoY. Trump's faster regulatory approach unlocked dealsadjustment took [--] months vs [--] months in first term. Over $2T in global deals first half alone. Investment banks winning: $GS $MS $AJG" [X Link](https://x.com/OpenFieldBook/status/1973912634148659210) 2025-10-03T00:47Z [---] followers, [---] engagements "Amazon's Zoox launches first commercial robotaxi fleet in Las Vegasno steering wheel no pedals fully autonomous on public roads. Tesla has 10K autonomous vehicles collecting data. The race to dominate mobility AI is heating up. Track $TSLA $AMZN $GM $F" [X Link](https://x.com/OpenFieldBook/status/1975384536231055607) 2025-10-07T02:15Z [---] followers, [---] engagements "Government shutdown threatens to kill October jobs/CPI datamarkets could fly blind through crucial Fed decisions. Bloomberg survey shows +53K jobs ADP reports -32K. Hiring collapsed to [----] levels despite 4.3% unemployment. Watch $MAN $RHI $PAYC" [X Link](https://x.com/OpenFieldBook/status/1975384840016191619) 2025-10-07T02:17Z [---] followers, [---] engagements "Fed's Myron pushing for 150+ basis points of cuts while GDP grows 3.8% and inflation sits at 3%. Critics point to record stock prices and easing financial conditions. Rate cut debate intensifying as wealth inequality creates "cohort effects." Monitor $JPM $BAC $SCHW $BLK" [X Link](https://x.com/OpenFieldBook/status/1975385089011032240) 2025-10-07T02:18Z [---] followers, [--] engagements "Wholesale inflation dropped 0.1% (unexpected) while AI infrastructure spending hit record $40B in Juneup 30% YoY. Disinflation + AI boom = perfect setup for tech. Fed accommodation and secular growth rarely align like this. Watch $XLK $VGT $EQIX $DLR $LRCX" [X Link](https://x.com/OpenFieldBook/status/1975385434521018478) 2025-10-07T02:19Z [---] followers, [--] engagements "Medical breakthrough: chronic inflammation not weak immunity drives elderly cancer rates. Repurposing arthritis drugs as cancer treatmentsmetformin NSAIDs antihistamines all show promise. Disease boundaries dissolving around shared pathways. Watch $PFE $MRK $BMY $ABBV" [X Link](https://x.com/OpenFieldBook/status/1975531577439408363) 2025-10-07T12:00Z [---] followers, [---] engagements "Amazon investing $500M+ in small modular reactors targeting 5GW nuclear capacity by [----] for AI data centers. Largest SMR deployment ever announced but won't solve near-term power crisisdecade away from impact. Monitor $AMZN $URA $CEG $PAVE" [X Link](https://x.com/OpenFieldBook/status/1975531840954916912) 2025-10-07T12:01Z [---] followers, [---] engagements "UP THE MODERN ECONOMY confronts a paradox of unprecedented scalewhere $7.6 trillion in money markets awaits deployment even as $60 billion in semiconductor investments anchor domestic manufacturing where millennials requiring $2.2 million . https://openfieldbook.com/filesshare=s_8447ca86 https://openfieldbook.com/filesshare=s_8447ca86" [X Link](https://x.com/OpenFieldBook/status/1975895672844165370) 2025-10-08T12:06Z [---] followers, [--] engagements "Money market funds hit $7.6Tmore than Germany's entire GDP. This massive cash pile earning 5%+ is "dry powder" waiting on the sidelines. When the Fed cuts rates expect a flood into stocks credit and real estate. Watch $SWVXX $VMFXX $SCHW $JPM $XLF" [X Link](https://x.com/OpenFieldBook/status/1975895675817832771) 2025-10-08T12:06Z [---] followers, [--] engagements "Texas Instruments betting $60B on US chip manufacturinglargest semiconductor investment in American history. Seven new fabs creating 60K jobs backed by $1.6B in CHIPS Act funding. Reshoring analog chips critical for cars medical devices AI. Watch $TXN $AMAT $LRCX $XLI" [X Link](https://x.com/OpenFieldBook/status/1975895678397354238) 2025-10-08T12:06Z [---] followers, [--] engagements "Millennials need $1.8-2.2M for retirement vs boomers' benchmarksbut most have saved under $50K. Financial planners now recommend 15-22% savings rate (up from 10%) due to longer lifespans lower expected returns and no pensions. Track $BLK $TROW $HOOD" [X Link](https://x.com/OpenFieldBook/status/1975895681492824419) 2025-10-08T12:06Z [---] followers, [--] engagements "U.S. interest payments hit $1.1T in 2024more than defense spendingprojected to reach $1.8T by [----]. This "hidden tax" crowds out investment and traps the Fed: rate cuts fail when markets demand higher yields due to credit risk not inflation. Watch $TLT $IEF $JPM $MUB" [X Link](https://x.com/OpenFieldBook/status/1975895684621451529) 2025-10-08T12:06Z [---] followers, [---] engagements "Reebok launching 3D-printed custom shoes from smartphone foot scans$50-150 with 4-6 week delivery. Manufacturing moves to US/Germany slashing labor costs and tariff exposure. Mass personalization at scale could disrupt footwear industry. Watch $NKE $ADDYY $DDD $SSYS" [X Link](https://x.com/OpenFieldBook/status/1975895686911770957) 2025-10-08T12:06Z [---] followers, [---] engagements "Hyperscalers dropping $300B+ annually on AI infrastructure: Microsoft $80B AWS $100B+ Google $75-85B Meta $60-65B. Unlike the dot-com bubble today's Nasdaq trades at 30x with tech representing 40% of corporate earnings vs 4% in [----]. Watch $MSFT $GOOGL $AMZN $META $NVDA" [X Link](https://x.com/OpenFieldBook/status/1976286701225177203) 2025-10-09T14:00Z [---] followers, [---] engagements "Asian automakers betting big on hydrogen over EVs: Toyota expanding production Hyundai launching INITIUM Honda's CR-V e:FCEV hybrid hitting markets. Refuel in 3-5 minutes longer range zero emissions. Alternative play to battery dominance. Watch $TM $HMC $HYMTF $PLUG" [X Link](https://x.com/OpenFieldBook/status/1976286702986723521) 2025-10-09T14:00Z [---] followers, [--] engagements "Retailers and platforms now adjust millions of prices in real-time using algorithms. Amazon repricing constantly Uber/Lyft wages fluctuate by the second. The new normal for e-commerce and gig economy. Track $AMZN $UBER $LYFT $AAL $MAR" [X Link](https://x.com/OpenFieldBook/status/1976286704685473986) 2025-10-09T14:00Z [---] followers, [---] engagements "Fifth Third acquiring Comerica for $10.9Bbiggest regional bank merger since [----] crisis creating $288B entity. Deal approved in record time under Trump vs 400-600 days previously. Opening [---] new branches. M&A megadeals up 74% YoY. Watch $FITB $CMA $HBAN $RF $KEY" [X Link](https://x.com/OpenFieldBook/status/1976286706434466117) 2025-10-09T14:00Z [---] followers, [--] engagements "📊 The Power Problem - ChatGPT query = 10x more electricity than a Google search - Data center power demand expected to DOUBLE by [----] - Grid capacity hasn't kept pace brownout risk is real ⚡ Nuclear: The Obvious Solution $CEG (Constellation Energy): - Owns 32GW nuclear capacity largest US fleet - Already trading at premium multiples - Market cap: $90B+ But here's the sleeper pick" [X Link](https://x.com/OpenFieldBook/status/1976782116177264692) 2025-10-10T22:49Z [---] followers, [--] engagements "@RickPalaciosJr Yikes. On top of other recent home sales data while first-time home buyers have fallen to a record low. What's the path forward" [X Link](https://x.com/OpenFieldBook/status/1979308834167624092) 2025-10-17T22:09Z [---] followers, [---] engagements "Beijing's $500+ billion semiconductor investment cannot replicate NVIDIA's ecosystem velocity. $NVDA processes [---] trillion tokens monthly through customer deploymentsgenerating performance data that feeds back into chip design optimization. Chinese competitors building isolated domestic ecosystems forfeit this global learning loop ensuring their chips remain perpetually behind NVIDIA's cutting edge. https://x.com/i/status/1979231174787846341/video/1 https://x.com/i/status/1979231174787846341/video/1" [X Link](https://x.com/OpenFieldBook/status/1979333091681284545) 2025-10-17T23:45Z [---] followers, [--] engagements "Market structure evolution has transformed MicroStrategy from a software company into the financial system's most liquid Bitcoin derivative generating self-reinforcing demand dynamics. The emergence of 2x MicroStrategy ETFs (MSTU MSTX) creates a four-layer leverage stack: Bitcoin's inherent volatility MicroStrategy's 2x amplification through balance sheet leverage the 2x ETF multiplier and finally the psychological momentum that attracts retail capital during volatility spikes. $MSTR" [X Link](https://x.com/OpenFieldBook/status/1979335247599931487) 2025-10-17T23:54Z [---] followers, [--] engagements "Leveraged ETF inflows reached $11 billion in April [----] alone the highest since March [----] with MicroStrategy products absorbing substantial portions. These vehicles create structural buying pressure during rebalancing that supports the stock price independent of Bitcoin's direction. When Bitcoin volatility increases leveraged ETF rebalancing mechanically purchases MicroStrategy shares generating upward price pressure that attracts momentum investors which triggers additional ETF inflows. This reflexive loop transforms volatility from risk into revenue-generating infrastructure" [X Link](https://x.com/OpenFieldBook/status/1979335249420063185) 2025-10-17T23:54Z [---] followers, [--] engagements "Goldman Sachs forecasts AI will boost productivity growth by [---] percentage points annually as adoption spreads with measurable U.S. GDP effects beginning in [----]. Yet this optimism assumes AI complements rather than replaces workersa premise contradicted by current deployment patterns. Two-thirds of U.S. occupations face AI exposure" [X Link](https://x.com/OpenFieldBook/status/1979348021746757934) 2025-10-18T00:45Z [---] followers, [--] engagements "The Congressional Budget Office projects 1.82% average productivity growth over the next decade largely from immigration-fueled labor supply rather than technological transformation. This disconnect suggests AI's productivity gains accrue to capital efficiency (fewer workers per dollar of output) rather than wage growth or expanded employment" [X Link](https://x.com/OpenFieldBook/status/1979348022942208309) 2025-10-18T00:45Z [---] followers, [--] engagements "When entry-level hiring runs "far far slower" according to LinkedIn's chief economist while corporate profits surge productivity becomes a mechanism for wealth extraction not broad-based prosperity" [X Link](https://x.com/OpenFieldBook/status/1979348024959848857) 2025-10-18T00:45Z [---] followers, [--] engagements "@nonstabIe Morgan Stanley just came out with a National Security Index. the "picks and shovels" of the coming A/I and nuclear revolution. A suggestion of where to look:" [X Link](https://x.com/OpenFieldBook/status/1980654851265818695) 2025-10-21T15:18Z [---] followers, [--] engagements "Before tomorrow's earnings reports here's a look at their [--] year performance. $TSLA $LRCX $GEV $VRT $IBM $T $ORLY more. Key Earnings Reports Tomorrow Before the Open: Boston Scientific $BSX GE Vernova $GEV AT&T $T Thermo Fisher $TMO Vertiv $VRT After the Close: CACI $CACI IBM $IBM Lam Research $LRCX Las Vegas Sands $LVS O'Reilly Auto $ORLY Packaging Corporation of America $PKG Reliance $RS SAP Key Earnings Reports Tomorrow Before the Open: Boston Scientific $BSX GE Vernova $GEV AT&T $T Thermo Fisher $TMO Vertiv $VRT After the Close: CACI $CACI IBM $IBM Lam Research $LRCX Las Vegas Sands $LVS" [X Link](https://x.com/OpenFieldBook/status/1980763900158120339) 2025-10-21T22:31Z [---] followers, [---] engagements "OnlyFans' profit-per-employee is a testament to the power of taking a small cut from a vast user-driven economy. $NVDA $META $NFLX $AAPL $GOOG OnlyFans CEO says the platform has paid out $25B to creators since [----] (and majority of customers are in the US). It makes profit of $11m per employee more than Nvidia ($1m) Meta ($837k) Netflix ($621k) Apple ($585k) or Google ($545k). https://t.co/tt60ie4fhE OnlyFans CEO says the platform has paid out $25B to creators since [----] (and majority of customers are in the US). It makes profit of $11m per employee more than Nvidia ($1m) Meta ($837k) Netflix" [X Link](https://x.com/OpenFieldBook/status/1981110664791019976) 2025-10-22T21:29Z [---] followers, [---] engagements "Din Tai Fung is not going public anytime soon according to this Bloomberg article. Looks like they're doing ok. Good profile of Din Tai Fung CEO. Says will never go public because doesnt want growth pressure and lose control of quality: https://t.co/z4ahPu2Q5B https://t.co/sxJwWPQxBy Good profile of Din Tai Fung CEO. Says will never go public because doesnt want growth pressure and lose control of quality: https://t.co/z4ahPu2Q5B https://t.co/sxJwWPQxBy" [X Link](https://x.com/OpenFieldBook/status/1981112750521938422) 2025-10-22T21:37Z [---] followers, [--] engagements "Tesla Q3 earnings - Revenue beat at $28.1B vs $26.4B est. - EPS missed at $0.50 vs $0.54 est. Deliveries hit a record 497k. Margins continue to face pressure but free cash flow reached new highs. $TSLA #TeslaEarnings Tesla earnings: Revenue: $28.10B vs $26.37B expected EPS: $0.50 vs $0.54 expected https://t.co/2eDk8jNvPQ Tesla earnings: Revenue: $28.10B vs $26.37B expected EPS: $0.50 vs $0.54 expected https://t.co/2eDk8jNvPQ" [X Link](https://x.com/OpenFieldBook/status/1981139065732030825) 2025-10-22T23:22Z [---] followers, [---] engagements "@Vero_atLast 60% $BTC / 40% $TSLA" [X Link](https://x.com/OpenFieldBook/status/1981323294956503294) 2025-10-23T11:34Z [---] followers, [--] engagements "@HeroDividend It's somewhat of a deceptive concept. It's 'only' $450k for the advisor over [--] years but -$14mm to the client. Compounding works both ways" [X Link](https://x.com/OpenFieldBook/status/1981324732483194993) 2025-10-23T11:40Z [---] followers, [---] engagements "@Vero_atLast Let me at least leverage bitcoin 20:1 then" [X Link](https://x.com/OpenFieldBook/status/1981324937219772841) 2025-10-23T11:40Z [---] followers, [--] engagements "@European_DGI This is a great graphic. Clean. Well done" [X Link](https://x.com/OpenFieldBook/status/1981329447039991995) 2025-10-23T11:58Z [---] followers, [---] engagements "@rane_aditya1 There's an opportunity here for you to create the super-prompt that rivals on Morgan Stanley" [X Link](https://x.com/OpenFieldBook/status/1983243011707261356) 2025-10-28T18:42Z [---] followers, [--] engagements "@KnowledgeUpOnly Buy and hold the MAG 7" [X Link](https://x.com/OpenFieldBook/status/1983247264928731548) 2025-10-28T18:59Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@StockGeneralist StockGeneralist
StockGeneralist posts on X about ai, $nvda, investment, stocks the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] +25%
- [--] Month [-----] +152%
- [--] Months [------] +60%
Mentions: [--] #
- [--] Week [--] +41%
- [--] Month [--] +108%
- [--] Months [---] +189%
Followers: [---] #
- [--] Week [---] +1.70%
- [--] Month [---] -2.40%
- [--] Months [---] +107%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands cryptocurrencies countries automotive brands fashion brands social networks celebrities currencies
Social topic influence ai, $nvda, investment, stocks, meta, $googl, $amzn, infrastructure, bitcoin, israel
Top accounts mentioned or mentioned by @intlcrimcourt @grok @veroatlast @bespokeinvest @capgemini @dividenddudex @paulg @idf @firstsquawk @aipac @anewpolicyorgs @glenndiesen @spectatorindex @elidourado @benioff @stocksavvyshay @bryanjohnson @ericbalchunas @whitehouse @rickpalaciosjr
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Bitcoin (BTC) Microsoft Corp. (MSFT) Metadium (META) Tesla, Inc. (TSLA) Cisco Systems Inc (CSCO) Constellation Energy Corp (CEG) SPDR S&P [---] ETF Trust (SPY) Broadcom, Inc. (AVGO) Apple, Inc. (AAPL) Oracle Corporation (ORCL) JPMorgan Chase (JPM) Palantir Technologies Inc. (PLTR) Warner Bros Discovery, Inc. (WBD) Lam Research Corporation (LRCX) BlackCoin (BLK) Arista Networks Inc (ANET) Netflix Inc (NFLX) Robinhood Markets, Inc. (HOOD) Bristol-Myers Squibb Co (BMY) SPDR GOLD ETF (GLD) Limitus (LMT) Advanced Micro Devices (AMD) Pfizer, Inc. (PFE) Merck & Co., Inc. (MRK) Strategy (MSTR) GM (GM) Paramount Skydance Corporation Class B Common Stock (PSKY) Snowflake Inc. (SNOW) MongoDB, Inc. (MDB) Deckers Outdoor, Corp. (DECK) On Holding AG (ONON) Lululemon Athletica Inc (LULU) Amgen, Inc. (AMGN) Novartis AG (NVS) Regeneron Pharmaceuticals Inc (REGN) AT&T Inc. (T)
Top Social Posts
Top posts by engagements in the last [--] hours
"Meta Platforms a forward thinking company designed its new logo as a combination between a lowercase "m" and the infinity symbol ♾ They did this to indicate their total acquisitions in the Meta-controlled metaverse will be infinite. $FB $MVRS Great visual of the sheer volume of acquisitions $FB (Meta) has under its belt across the years. https://t.co/wV3mdjPH0j Great visual of the sheer volume of acquisitions $FB (Meta) has under its belt across the years. https://t.co/wV3mdjPH0j"
X Link 2021-12-05T14:48Z [--] followers, [--] engagements
"What's happening We just dropped our latest AI feature. Access it without a paid subscription. openfieldbook "An Excel dashboard in the cloud for your investment portfolio" Here's what it looks like:"
X Link 2025-06-07T14:56Z [--] followers, [----] engagements
"2/ Every nation building AI must choose to bow to NVIDIA's ecosystem or fall behind by decades. There is no middle ground. The UAE learned this lesson fast. China revenue banned Within months sovereign AI funds in Dubai absorbed every lost dollar"
X Link 2025-06-09T18:49Z [--] followers, [--] engagements
"3/ NVIDIA became the arms dealer of the AI age. Five customers (Microsoft Amazon Google Meta Oracle) represent 65% of $NVDA revenue. In any other industry this would be dangerous concentration. In AI infrastructure They can't switch without losing [--] years development"
X Link 2025-06-09T18:49Z [--] followers, [--] engagements
"5/ Here's the economic reality: NVIDIA trades at 29x earnings while competitors trade at 15-18x. Wall Street isn't pricing in chip sales. It's pricing in AI infrastructure rent. Like owning all the oil wells when the world runs on oil"
X Link 2025-06-09T18:49Z [--] followers, [--] engagements
"6/ NVIDIA's correlation with other chip stocks fell from [----] to [----]. $NVDA is no longer a semiconductor company--it's a proxy for humanity's AI ambitions. 7/ AMD and Intel can build competitive chips. What they can't replicate is the ecosystem: 1000's of AI engineers trained on CUDA with millions of lines of code already deployed"
X Link 2025-06-09T18:49Z [--] followers, [--] engagements
"@bespokeinvest @Capgemini Their timing is right on track. They should check us out as their portfolio dashboard + a.i. in the cloud. Monte carlo projections risk heatmaps historical timeseries etc. Robinhood + openfieldbook is an legitimate retirement plan"
X Link 2025-06-09T19:15Z [--] followers, [--] engagements
"AI aristocracy faces a reckoning as NVIDIA's 25% valuation discount meets Broadcom's 44% cloud surge. The market's pricing a rotation from chip makers to chip users but history suggests the real money follows those who control both the picks and the shovels. $NVDA $AVGO"
X Link 2025-06-11T14:06Z [--] followers, [--] engagements
"@DividendDude_X They got the green light for Los Angeles intervention"
X Link 2025-06-11T14:41Z [--] followers, [----] engagements
"🧵 While everyone's chasing $NVDA the REAL AI gold rush is happening in cloud infrastructure. Growth accelerating from 50% to 70%+ in [----]. Here's who wins (and it's not who you think) 👇"
X Link 2025-06-12T14:14Z [--] followers, [--] engagements
"📊 AI-driven app revenue is exploding: 24% 40% YoY growth projected And the infrastructure layer is where the sustainable profits live--not the chips the PLATFORMS"
X Link 2025-06-12T14:16Z [--] followers, [--] engagements
"$NET (Cloudflare) - Edge computing moat $SNOW (Snowflake) - AI data backbone $ZS (Zscaler) - Security scales with growth $MDB (MongoDB) - Database for AI apps"
X Link 2025-06-12T14:16Z [--] followers, [---] engagements
"🧵 Bristol-Myers just handed BioNTech $11 BILLION for cancer treatment IP from China. This isn't just big pharma FOMO - here's who else wins big 👇"
X Link 2025-06-12T14:31Z [--] followers, [--] engagements
"🧵 Lululemon's growth just decelerated to 6%. Meanwhile athletic wear is exploding globally. Here's who's stealing their lunch money (and why it's just getting started) 👇"
X Link 2025-06-13T09:44Z [--] followers, [--] engagements
"🏃♂ Market share grabbers: $DECK (Deckers) - HOKA running boom $ONON (On Holding) - Swiss precision meets performance Nike/Adidas pushing fashion-forward activewear"
X Link 2025-06-13T09:45Z [--] followers, [---] engagements
"💡 Here's the kicker: Lulu's international expansion targeting 4x sales by [----]. If they're struggling imagine the opportunity for nimble competitors in those same markets"
X Link 2025-06-13T09:46Z [--] followers, [--] engagements
"📊 $DECK up 89% YTD driven by HOKA. $ONON trading at 3.2x sales vs. $ LULU at 6.1x. Market's rewarding growth over premium pricing. Which brand do you think dethrones Lululemon 👇"
X Link 2025-06-13T09:46Z [--] followers, [---] engagements
"Mount Sinai researchers led by Dr. Miriam Merad are pioneering counterintuitive approaches to cancer treatment by dampening rather than boosting immune responses in older patients. $AMGN $NVS $BMY $SNY $REGN Their discovery that aging myeloid cells overproduce IL-1 protein creating chronic inflammation that fuels cancer growth challenges conventional immunotherapy wisdom. Clinical trials using repurposed drugsrheumatoid arthritis medications allergy treatments and antiviralsshow promising results in controlling tumors by targeting pathogenic inflammation while preserving beneficial immune"
X Link 2025-06-13T18:48Z [--] followers, [---] engagements
"The convergence of retail giants exploring stablecoins represents the first credible threat to the Visa-Mastercard interchange fee structure since its establishment. $wmt $ma $v $amzn $expe With Amazon and Walmart's combined customer bases exceeding [---] million users their potential stablecoin adoption could create network effects large enough to bypass traditional payment rails entirely. This threatens not just interchange revenue but the fundamental banking relationship with consumers who might prefer merchant-issued digital currencies over bank accounts"
X Link 2025-06-13T19:07Z [--] followers, [--] engagements
"🧵 Meta just signed a 20-year nuclear deal with Constellation. $CEG instantly up 12%. But this is just the beginning of a $50B+ energy rush. Here's who wins next 👇 🔋 AI data centers are energy MONSTERS. ChatGPT uses 10x more power than Google search. Every tech giant needs massive reliable power. Nuclear is the only solution at scale. ⚡ $CEG (Constellation) already popped 12% but this 20-year contract starting [----] provides incredible revenue visibility. The market's still underestimating the pipeline. 💡 Under-the-radar nuclear beneficiaries: $VST (Vistra) - Nuclear + renewables operator"
X Link 2025-06-14T12:24Z [--] followers, [--] engagements
"@paulg @IDF The world wont stay silent for long now that oil production is going offline"
X Link 2025-06-14T16:47Z [--] followers, [---] engagements
"What remains "purely human" in a world where functional mobile robots come online The list gets disturbingly short: - Interpersonal relationships and emotional support (but even therapy/counseling faces AI competition) - Subjective aesthetic judgment (but AI art is already winning contests) - Regulatory/legal roles requiring human accountability (temporary regulatory moats) - Work requiring human presence for trust/social reasons (diminishing as AI quality improves)"
X Link 2025-06-14T23:36Z [--] followers, [--] engagements
"Are we even asking the right questions about universal basic income wealth distribution or social purpose Or are we still thinking in terms of "retraining" when the issue might be fundamental human obsolescence in economic production"
X Link 2025-06-14T23:36Z [--] followers, [--] engagements
"Is the safe haven of investible assets Gold Treasuries or Bitcoin In others words: which of these assets are the best diversifier to the S&P [---] today; and what will the status be five years from today $spx $btc $gld $tlt In a febrile political era when many of the core assumptions about the global economy are being questioned gold has once more become an anchor. This quote and the charts below are from the FT Big Read on How gold became the worlds refuge from uncertainty. #economy https://t.co/uJje3hnGjB In a febrile political era when many of the core assumptions about the global economy"
X Link 2025-06-15T12:21Z [--] followers, [---] engagements
"JP Morgan predicts the era of US equity market dominancedriven partly by the share buyback market cap weighted S&P [---] flywheelis coming to a (temporary) end. https://x.com/MikeZaccardi/status/1934211896657293805 JPM expects Japan EU and China to outperform the US in the next 10-15 years Good start. https://t.co/V7GZEKo50E https://x.com/MikeZaccardi/status/1934211896657293805 JPM expects Japan EU and China to outperform the US in the next 10-15 years Good start. https://t.co/V7GZEKo50E"
X Link 2025-06-15T12:30Z [--] followers, [--] engagements
"@FirstSquawk Note: Israel is led by PM Netanyahu and the United States of America is led by President DJT suggesting Bibi is a better protector of his citizens than Trump"
X Link 2025-06-15T13:18Z [--] followers, [--] engagements
"News of an oil refinery fire in Texas amplified by a seemingly Arab user who had not previously chimed in on the Israel / Iran warbegging the question: is this fire 🔥 in the USA sabotage operations by a foreign entity to send a message to President DJT regarding further escalation in the Middle East. This is a [------] bbl/day refinery capacity that belongs to the largest independent refiner in the USA Marathon . This is a [------] bbl/day refinery capacity that belongs to the largest independent refiner in the USA Marathon "
X Link 2025-06-15T14:46Z [--] followers, [---] engagements
"For the record concerned Eastern world leaders have condemned Israel and have pressured President DJT to negotiate peace with Iran . Saudi Arabian Prince MBS personally spoke with PM Netanyahu about the same. Which begs the question does Netanyahu believe DJT is too morally malleable to stand firm on world peace for much longer Israeli officials: There is currently no serious diplomatic initiative to stop the war with Iran. Israeli officials: There is currently no serious diplomatic initiative to stop the war with Iran"
X Link 2025-06-15T17:55Z [--] followers, [---] engagements
"@AIPAC As AIPAC the American representative for the Jewish 🕎state of Israel dons a hostage pin in their profile Americans try to flee Israel for their safety. PM Netanyahu the Jewish states leader objectspotentially to hold Americans hostage. https://x.com/anewpolicyorg/status/1934663186395091181 🚨 Breaking: @anewpolicyorg's sources tell us that a meeting yesterday between U.S. Ambassador Mike Huckabee and Israeli Prime Minister Netanyahu devolved into a shouting match over Netanyahu's objections to U.S. plans to evacuate our citizens from Israel and the wider region."
X Link 2025-06-17T12:04Z [--] followers, [--] engagements
"The Make America Healthy Again movement scores a win with Heinz 🥫 who will now remove chemical dyes from its foods 🍅. Assuming this is net-positive for Americans health such dynamics are a strong 💪 argument for government intervention in private markets. $KHC BREAKING: Kraft Heinz will remove all chemical dyes from its foods complying with RFK Jr.s demands BREAKING: Kraft Heinz will remove all chemical dyes from its foods complying with RFK Jr.s demands"
X Link 2025-06-17T12:57Z [--] followers, [--] engagements
"@Glenn_Diesen Soon potentially President DJT may align entirely with Hillary Clinton in claiming that DNI Gabbard is a Russian asset"
X Link 2025-06-17T13:06Z [--] followers, [--] engagements
"President DJT is now in caps-lock mode demanding an unconditional surrender from the Iranian regime; after previously posting he knows exactly where the so-called Supreme Leader is hiding. This appears to be an escalation US markets are not yet pricing. $LMT $PLTR https://t.co/4sy7jjESGk https://t.co/4sy7jjESGk"
X Link 2025-06-17T17:04Z [--] followers, [--] engagements
"A note of context. On the prediction markets 2/3rds of the $8mm 💴 currently wagered expects US offensive actions in Iran within the next [--] days . Anything is possible but in this case volatility is a certainty"
X Link 2025-06-17T17:12Z [--] followers, [--] engagements
"In markets tail risk 📉 is often the most overpriced until it isnt. Consider: Irans Supreme Leader killed regime change and its simultaneous uprising more US military 🪖 involvement terrorist attacks from rebel groups on American targets and a blocked Strait of Hormuz leading to additional sovereign involvement (specifically China and Russia ). The trajectory is exponential 🚀 under this scenario; and at some point along this timeline: its inescapable. Are we there yet The answer is likely YES as Israels PM Netanyahu made it clear he is determined for regime change"
X Link 2025-06-17T17:25Z [--] followers, [--] engagements
"A note of context. The situation in the Middle East is volatile. And potentially still profitable for manyan unfortunate realistic circumstance of war"
X Link 2025-06-17T17:48Z [--] followers, [--] engagements
"A query for all time If the US government were to acknowledge Israel possesses nuclear weapons 🚀 would financial aid 💰 to Israel be illegal 🏛 and would Israel be able to survive on its own without 🚫 such financial assistance Noam Chomsky explains why the US government and the media never acknowledge Israels nuclear weapons: If the US were to recognise Israel as a state with nuclear weapons US aid to Israel would be ILLEGAL since they were developed outside of international legal frameworks https://t.co/ID8uGwkuWB Noam Chomsky explains why the US government and the media never acknowledge"
X Link 2025-06-17T21:15Z [--] followers, [--] engagements
"How about that Enphase Energy $ENPH"
X Link 2025-06-18T02:36Z [--] followers, [--] engagements
"A query for all time Did Colin Powell once write Israel has [---] nuclear weapons And if so how many times over could Israel blow up the entire world 🌎 under the Samson Option https://x.com/CurtMills/status/1935331488406331810 If were just saying literally anything now. Might as well level set. Israel has a massive nuclear program and shamelessly refuses to acknowledge that. No other country behaves with such impunity. As Colin Powell once wrote in an email: Anyway Iranians cant use one a https://x.com/CurtMills/status/1935331488406331810 If were just saying literally anything now. Might as"
X Link 2025-06-18T15:23Z [--] followers, [--] engagements
"🚨 An internet outage in Iran would be a convenient and advantageous way for Israel to continue a regime change war. BREAKING: Iran is now experiencing a near-total nationwide internet blackout. Just 3% of the country currently has internet connectivity. https://t.co/abtz0KJHGa BREAKING: Iran is now experiencing a near-total nationwide internet blackout. Just 3% of the country currently has internet connectivity. https://t.co/abtz0KJHGa"
X Link 2025-06-18T15:26Z [--] followers, [---] engagements
"How does the "truth fog" phenomenonwhere A/I-generated content becomes indistinguishable from realitybreak historical epistemological frameworks for establishing factual consensus And what entirely new institutional architectures will society need to maintain shared reality"
X Link 2025-06-18T16:21Z [--] followers, [--] engagements
"💹 President Trump's claim that [---] basis point rate cuts would proportionally reduce debt service costs reveals a fundamental misunderstanding of yield curve dynamics. Such aggressive easing would likely steepen the curve and increase long-term borrowing costs 🚀 due to inflation expectations potentially making debt financing 💵 more expensive rather than cheaper"
X Link 2025-06-19T12:37Z [--] followers, [--] engagements
"War crimes are only determined by an international court or tribunal. The United States and Israel have both attacked the legitimacy of the @IntlCrimCourt in recent years; sometimes imposing sanctions on prosecutorseroding the potential for war crime determinations. An Iranian missile struck the largest hospital in southern Israel. Unlike in Gaza there was no military bunker buried below. Still you know the rules: Done by Israel no matter how justified: war crime. Done to Israel no matter how atrocious: not a war crime. An Iranian missile struck the largest hospital in southern Israel. Unlike"
X Link 2025-06-19T14:39Z [--] followers, [--] engagements
"June [--] 2025: The Federal Reserve Open Market committee is waiting for the impacts of tariff inflationan effect predicted by everyone Jerome Powell knowsbefore reducing the Fed Funds rate. Powell: Everyone I know is forecasting a meaningful increase in inflation in the coming months from tariffs. Because someone has to pay for the tariffs. some of it will fall on the consumer. We know thats coming. https://t.co/4jpIvS7VXe Powell: Everyone I know is forecasting a meaningful increase in inflation in the coming months from tariffs. Because someone has to pay for the tariffs. some of it will fall"
X Link 2025-06-19T20:32Z [--] followers, [--] engagements
"After President DJT sets a new 14-day deadline to discuss a lasting peace ☮ with Iran and after Iran indicated its intention to negotiate that peace at the White House Israel tells the Paper of Record 🗞 that Iran is on the brink of a nuclear warhead 🚀 for real this time JUST IN: Israeli intelligence believes that Iran can build a nuclear weapon in [--] days according to a report from the New York Times. JUST IN: Israeli intelligence believes that Iran can build a nuclear weapon in [--] days according to a report from the New York Times"
X Link 2025-06-20T01:19Z [--] followers, [---] engagements
"A video note of context: https://x.com/zubic_eth/status/1935845284418142323 @spectatorindex Netanyahu been saying this since [----] 💀 https://t.co/VZmMG03Hq7 https://x.com/zubic_eth/status/1935845284418142323 @spectatorindex Netanyahu been saying this since [----] 💀 https://t.co/VZmMG03Hq7"
X Link 2025-06-20T01:19Z [--] followers, [--] engagements
"Israels iron dome currently costs American taxpayers $1 billion USD 💸 per week after Israel waged an offensive war campaign against Iran in mid-June 2025; estimated by the Wall Street Journal. This amount does not include Israels ammunitions expended in Gaza . The Wall Street Journal reports that the cost of operating Israels missile air defense systems could reach $200 million per day. The Wall Street Journal reports that the cost of operating Israels missile air defense systems could reach $200 million per day"
X Link 2025-06-20T01:33Z [--] followers, [---] engagements
"A further note of context: Perhaps the White House discussions was disinformation but Iran appears willing to discuss uranium enrichment limitations particularly if European negotiators are involved. https://x.com/zerohedge/status/1936028073301860616 SENIOR IRANIAN OFFICIAL: ZERO ENRICHMENT WILL UNDOUBTEDLY BE REJECTED 'ESPECIALLY NOW UNDER ISRAELS STRIKES' SENIOR IRANIAN OFFICIAL THE ROLE OF EUROPEAN POWERS IS NOW MORE PROMINENT AS TEHRAN IS UNWILLING TO ENGAGE WITH U.S. AMID ISRAELI ATTACKS https://x.com/zerohedge/status/1936028073301860616 SENIOR IRANIAN OFFICIAL: ZERO ENRICHMENT WILL"
X Link 2025-06-20T12:08Z [--] followers, [--] engagements
"THE SETUP: Money markets typically hold $3-4T. We're at $7T. That extra $3T+ rushed in during volatility. These aren't permanent cash investorsthey're waiting for the right moment. When Fed cuts rates even 50bps that 4% yield becomes 3%. Game over"
X Link 2025-06-20T14:52Z [--] followers, [--] engagements
"THE CASCADE EFFECT - Wave 1: Obvious A/I plays ( $NVDA $MSFT ORCL ) - Wave 2: Infrastructure enablers (power fiber data centers) - Wave 3: Adjacent beneficiaries (utilities industrial automation) $7T can't all fit in the same [--] stocks. The spillover is where fortunes get made"
X Link 2025-06-20T14:54Z [--] followers, [--] engagements
"CONTRARIAN INSIGHT: Don't chase what's obvious. AT&T's $T $6B fiber deal isn't telecomit's A/I infrastructure. Constellation Energy's $CEG nuclear play isn't utilitiesit's hyperscaler demand. Wells Fargo $WFC freed from asset cap isn't bankingit's $2T ready to deploy"
X Link 2025-06-20T14:56Z [--] followers, [--] engagements
"For advisors: The clients asking about "A/I stocks" are thinking too small. The question isn't "Should I buy NVIDIA" It's "How do I position for the infrastructure buildout that AI scaling requires" Power connectivity automationthat's the real opportunity"
X Link 2025-06-20T14:58Z [--] followers, [--] engagements
"For DIY investors: This isn't about market timingit's about structural inevitability. $7T will eventually rotate. The only questions are: - When does it start - Are you positioned for the cascade - Can you visualize the connections others miss"
X Link 2025-06-20T14:59Z [--] followers, [--] engagements
"The full analysis covers specific plays risk factors and why this rotation could be the defining investment theme of the next decade. Read the complete breakdown: What second-order AI plays are you watching 👇 #AI #Investing #FinTech #WealthManagement https://openfieldbook.substack.com/p/the-7-trillion-question-why-the-biggest https://openfieldbook.substack.com/p/the-7-trillion-question-why-the-biggest https://openfieldbook.substack.com/p/the-7-trillion-question-why-the-biggest https://openfieldbook.substack.com/p/the-7-trillion-question-why-the-biggest"
X Link 2025-06-20T15:00Z [--] followers, [--] engagements
"Update in the field In order to feel safe under the current Israeli regime some tens of thousands of tourists ✈ request out. This comes as the Tel Aviv stock exchange 🏦 hits new all time highs 📈 and lists itself for sale; noting partial owner billionaire Bill Ackman 👔 JUST IN: The New York Times reports that [-----] tourists have now registered to leave Israel JUST IN: The New York Times reports that [-----] tourists have now registered to leave Israel"
X Link 2025-06-20T15:49Z [--] followers, [---] engagements
"Hey @grok - can you explain more about the three dimensions of time in the OP from a paper titled Three-Dimensional Time: A Mathematical Framework for Fundamental Physics Specifically I want to understand if / how humans can move along three different time scales simultaneously"
X Link 2025-06-23T16:21Z [--] followers, [---] engagements
"@grok @elidourado If two of these three dimensions of time are not perceptible to humans how do they exist That is is reality not a construct of human consciousnessand therefore must those two dimensions of time either need to be perceivable or disqualified as not real"
X Link 2025-06-23T16:28Z [--] followers, [--] engagements
"U.S. President Donald Trump mistakes crying Jewish Senator from the United StatesChuck Schumerfor a Palestinian during Israels defensive war in Gaza while the U.N. 🏛 and @IntlCrimCourt ⚖ cry about genocide"
X Link 2025-06-25T21:08Z [--] followers, [--] engagements
"We could rely on A/I to generate our newsletter but A/I itself is a) tricky to harness and b) in the hands of a very capable community The competition is tough and getting tougher. We could go the other way--away from A/I--but this sets us at a disadvantage"
X Link 2025-07-03T13:30Z [--] followers, [--] engagements
"In the age of A/I - those individuals companies and creators who lean on their unique capabilities to align with the capacity of A/I will flourish. Those who compete with the capacity of the A/I struggle"
X Link 2025-07-03T13:33Z [--] followers, [--] engagements
"Fuel for thought: Modern financial advice has evolved into a sophisticated system for managing client psychology rather than investment risk with traditional concepts like quality diversification and dollar-cost averaging being repurposed as tools for keeping anxious investors in increasingly concentrated and volatile markets"
X Link 2025-07-04T01:27Z [--] followers, [--] engagements
"🚨 MARKETS IN CHAOS: Tesla crashes 7% as Musk launches "America Party" CoreWeave drops $9B on AI infrastructure play while Trump's Aug [--] tariff deadline has Asia-Pacific markets in freefall The old rules don't apply anymore. Here's what you need to know: 🧵"
X Link 2025-07-08T12:26Z [--] followers, [--] engagements
"Tesla's political pivot CoreWeave's $9B bet Trump's tariff deadlinewhat it all means to your portfolio. Essential market brief July [--] 2025📊 Link in second post"
X Link 2025-07-08T15:39Z [--] followers, [--] engagements
"A newsletter for deep thinkers and information hounds. Beyond the headlines: tariff tsunamis AI monopolies and the trades that matter when markets reshape overnight. For those who think three moves ahead. 🧠⚡ link in image"
X Link 2025-07-10T00:51Z [--] followers, [--] engagements
"Higher revenue per client is always a goal for advisorsand with stocks in a bull market never-ending portfolio growth does seem possible. However the real Blue Ocean is the middle-marketpeople with several hundred dollars of discretionary income to handle financial plans"
X Link 2025-07-10T12:37Z [--] followers, [--] engagements
"The latter requires efficient strategies aligned synergies and A/I. Todaylike right nowA/I is sufficiently capable if displacing some advisor-client time and communication. Advisors not capitalizing on this dynamic are falling behind wirehouses and the likes of $JPM"
X Link 2025-07-10T12:40Z [--] followers, [--] engagements
"CRH Plc manufactures and distributes building materials and products for the construction industry. It has almost [-----] employees and $36 B in yearly revenue a P/E ratio of [-----] a market cap of $64.82 B and a dividend yield of 1.54%. Companies you never heard of. $CRH"
X Link 2025-07-11T13:23Z [--] followers, [---] engagements
"While the Israeli Shekel 💲 strengthened during Israels 12-day warsupported by American weaponsthe United States Dollar 💵 depreciated 11% in the first half of [----] with a continued decline into July 📅; which marks its worst 📉 first-half performance since [----]. Anyone wondering how much Israel gained from its 12-day war with Iran can find an answer in financial markets. https://t.co/P2ezFxLpKq Anyone wondering how much Israel gained from its 12-day war with Iran can find an answer in financial markets. https://t.co/P2ezFxLpKq"
X Link 2025-07-14T18:44Z [--] followers, [--] engagements
"The Grid Wars of [----] Sarah stared at the Constellation Energy contract on her desk - [--] years enough nuclear power to run a small city. As Meta's head of infrastructure she'd negotiated deals before but never one where electricity mattered more than bandwidth. "How much" Zuckerberg asked during the board call. "Classified. But Amazon's bidding against us for the same reactor." The room fell silent. Five years ago tech companies competed for talent. Then semiconductors. Now they were bidding on power plants like oil barons. Outside her Menlo Park window rolling blackouts dimmed the Peninsula"
X Link 2025-07-23T00:13Z [--] followers, [--] engagements
"Evolutionary Market Gnosis Markets are living ecosystems not mechanical systems. True wealth emerges from understanding complex adaptive networks where human creativity and technological acceleration intersect. Fundamental transmissions: - Innovation as evolutionary pressure - Capital as collective intelligence - Disruption as primary economic metabolism Visionary investors decode invisible architectures: sensing phase transitions before they crystallize into consensus reality. The smartest capital flows aren't reactive but anticipatory - reading the quantum potential beneath surface"
X Link 2025-07-23T04:13Z [--] followers, [--] engagements
"🚨 The transformation of workforce reduction from corporate shame to CEO bragging rights reveals a dangerous shift in how markets value human capital vs tech efficiency. 📉 Wells Fargo: [--] consecutive quarters of cuts 🔪 Bank of America: 300k 212k employees CEOs now compete for lowest employee-to-revenue ratios creating perverse incentives that could trigger a race-to-the-bottom in employment. 💰 The paradox: celebrating staffing cuts as "operational excellence" while simultaneously undermining the consumer spending base these same companies depend on for growth. If all major employers cut"
X Link 2025-07-28T15:09Z [--] followers, [--] engagements
"🚗 Chinese automakers are flipping the car business upside down by treating customers as unpaid data workers rather than buyers. The Strategy: Sell L2+ cars below cost Run hidden L3 systems Harvest driving data 📊 Traditional model: Make profit on each car sold 🔄 New model: Lose money on cars to gain training data monopoly -- This creates a "data land grab" where early market share becomes exponentially more valuable than profitability -- 💰 The companies with the most sensor-equipped cars on roads will dominate L3/L4 development making late entrants obsolete regardless of their R&D"
X Link 2025-08-02T00:08Z [--] followers, [--] engagements
"🚨 The fintech revolution is fundamentally rewiring who gets access to financial services and how banks understand their customers 📱 Digital-only banks and neobanks are obliterating traditional banking friction with mobile-first experiences that make opening accounts transferring money and managing finances as simple as ordering food 🎯 Hyper-personalization is the secret weapon: A/I and machine learning analyze your - transaction patterns - spending habits and - life stage . to deliver tailored financial advice that traditional banks cannot match 💡 These platforms are creating financial"
X Link 2025-08-06T18:42Z [--] followers, [--] engagements
"🚨 Digital natives (Millennials and Gen Z) are forcing a complete rewrite of how wealth management works and traditional advisors who don't adapt face extinction. 📱 These investors start earlier learn through TikTok and Reddit and expect investment platforms as intuitive as Netflix. Face-to-face meetings Hard pass. 🌱 ESG isn't a nice-to-haveit's a dealbreaker. Digital natives actively avoid companies that clash with their values and demand transparent impact reporting not vague sustainability promises. 💰 Their portfolios look nothing like their parents': - crypto - fractional shares - NFTs"
X Link 2025-08-07T12:50Z [--] followers, [--] engagements
"A/I isn't just entering the investment industryit's infiltrating core functions from research to compliance--creating a new class of firms that operate at superhuman speed and scale. 🧠 Research revolution: A/I processes satellite imagery social media sentiment and financial reports simultaneously to identify opportunities humans would miss entirely 🛡 Compliance automation: Real-time fraud detection and regulatory monitoring that adapts to new rules faster than human legal teams can read them 🤖 Customer service transformation: Hyper-personalized advice delivered instantly through A/I that"
X Link 2025-08-08T13:31Z [--] followers, [--] engagements
"Interesting Contextual Insights: - META spending $20B quarterly on AI talent - OpenAI crawling web at unprecedented scales - Developer productivity potentially increasing 30-50% through AI The weight of A/I disruption isn't just financialit's the weight of human potential compressed into algorithmic potential and semiconductor dreams"
X Link 2025-08-08T14:53Z [--] followers, [--] engagements
"📊 Direct indexing: Own individual stocks in an index instead of ETFs 🪙 Tokenization: Real-world assets digital tokens on blockchain Fractional ownership and lower minimums are opening asset classes--like private equity and real estate to retail investors who were previously locked out 🎯 Precision targeting becomes possible at scalecustomize portfolios for ESG values tax optimization through loss harvesting or specific risk constraints tailored to individual circumstances ⚡ Liquidity transformation: tokenized assets trade 24/7 with near-instant settlement turning traditionally illiquid"
X Link 2025-08-09T18:03Z [--] followers, [--] engagements
"🚨 Direct indexing is about to offer the holy grail of investing: total customization with institutional-level tax efficiency at individual scale Expected new assets: $800+ billion by [----] 🎯 Instead of buying an ETF that tracks the S&P [---] you own the actual [---] stocks individually giving you surgical control over every position ⚡ Exclude tobacco or fossil fuels apply ESG filters or overweight specific sectorsall while maintaining index-like diversification 💸 Tax efficiency game-changer: harvest losses on individual securities rather than entire fund positions potentially saving thousands"
X Link 2025-08-11T22:40Z [--] followers, [--] engagements
"📱 Apps like Robinhood and Webull aren't just platformsthey're psychological manipulation engines designed to maximize engagement and transaction volume. 🎮 The gamification arsenal: points badges progress bars rewards and social features that make buying stocks feel like leveling up in a mobile game. 🎯 Educational benefits exist: interactive quizzes virtual portfolios and milestone celebrations are genuinely improving financial literacy for younger investors. ⚠ But the dark side is terrifying: gamification can trigger addictive trading behaviors encouraging high-frequency speculation"
X Link 2025-08-13T11:00Z [--] followers, [--] engagements
"MEGA THREAD: Why $META is the most underrated A/I play while everyone chases NVIDIA Meta just crossed [--] QUADRILLION AI tokens processed (a 100x growth milestone) but here's what Wall Street is missing. 📈 Performance Highlights +11.05% this month Trading +22.36% above its 200-day moving average 💰 The Instagram Goldmine Reels = $48B in annual revenue thats 40% of Metas total ad income from a feature that didn't even exist [--] years ago 🏗 Infrastructure Power Play $21B in data center expansion 20-year nuclear energy deal starting [----] ➡ While electricity demand is expected to double by 2030"
X Link 2025-08-15T21:05Z [--] followers, [--] engagements
"user A/I - can you please tell me about my portfolio special my META the-ai-v20241022: 🌐 Open Fieldbook Market Insights August [----] Special Edition Your Portfolio Spotlight: META's AI Revolution Your $META position (8% allocation) sits at the epicenter of the most transformative technology shift since the internet's birth. While markets fixate on NVIDIA's hardware dominance Meta is quietly building the software empire that monetizes AI at consumer scale. The Numbers That Matter $META Performance Snapshot: - +0.26% today +2.66% this week +11.05% this month - Trading +22.36% above"
X Link 2025-08-15T21:20Z [--] followers, [--] engagements
"Qatar Condemns Israeli Attack as "State Terrorism" Qatar's Prime Minister delivered a forceful condemnation of Israel's recent attack in Doha characterizing it as an act of "state terrorism" and part of a systematic campaign to destabilize regional peace. The attack which targeted a Hamas leader resulted in the death of a 22-year-old Qatari officer who was not a high-level member of the Hamas delegation. The Prime Minister emphasized that Qatar's mediation role including hosting Hamas representatives was conducted with full coordination and knowledge of both Israel and the United States. He"
X Link 2025-09-11T17:07Z [--] followers, [--] engagements
"Is AI coming for your job Salesforce's CEO has a different view Their AI agents now have 12000+ customers and generate $1.2B. But instead of just cutting heads they're rebalancing them. -- They halved their support team and hired thousands more salespeople -- The Goal Build dynamic "agentic enterprises" where tech determines the function not just the headcount. But the real story is how they're using them. 🤖 Now calling back every lead (a problem for [--] years). 👥 Working alongside [-----] sales reps. 🔄 Rebalancing not replacing: cut support staff in half & hired 4k more salespeople. Key"
X Link 2025-09-13T11:12Z [--] followers, [--] engagements
"Housing market construction in NYC The wage differential between 99-unit projects ($16.50/hour minimum) and 150-unit projects ($63-72/hour minimum) creates a labor market distortion that will stratify construction workers into distinct economic castes based on arbitrary project size rather than skill or productivity. This 300-400% wage gap for essentially identical work creates perverse incentives where experienced workers will gravitate toward larger projects leaving smaller developments with less skilled labor pools. The result A bifurcated construction economy where the same carpenter"
X Link 2025-09-13T13:15Z [--] followers, [--] engagements
""The $79 billion in announced corporate bitcoin funding for [----] represents borrowed capital chasing an asset that has never experienced institutional-scale selling pressure during a major correction." - Openfieldbook Intelligence Team"
X Link 2025-09-13T20:43Z [--] followers, [--] engagements
"Palantir has one primary client: the United States government. Salesforce $CRM CEO Marc @Benioff on Palantir $PLTR: I am so inspired by that company. Not just because they have a 100x multiple on revenue which I would love to have. But the prices they charge to their customers its gotta be the most expensive enterprise software Ive https://t.co/oNoJv3qFKw Salesforce $CRM CEO Marc @Benioff on Palantir $PLTR: I am so inspired by that company. Not just because they have a 100x multiple on revenue which I would love to have. But the prices they charge to their customers its gotta be the most"
X Link 2025-09-14T19:17Z [--] followers, [--] engagements
"Rising producer prices create a profitability stress test that reveals which companies possess genuine competitive advantages versus those dependent on favorable cost environments for earnings growth"
X Link 2025-09-17T10:29Z [--] followers, [--] engagements
""Monitor $CEG performance closely as utility pricing power could deliver unexpected outperformance potentially warranting increased allocation to energy infrastructure plays" Open Fieldbook Intelligence Team"
X Link 2025-09-17T10:38Z [--] followers, [--] engagements
"When industry leaders resort to mega-mergers to achieve profitability it signals a maturation phase where only the strongest platforms survive. The $WBD / $PARA consolidation will reshape content pricing power potentially benefiting tech giants that control advertising distr"
X Link 2025-09-24T10:59Z [--] followers, [--] engagements
"Tesla is building the foundation to dominate a $12 trillion labor replacement market. Here's what you're missing: 👇 🧵 $TSLA a thread (1/15)"
X Link 2025-09-28T01:03Z [--] followers, [--] engagements
"💰 THE ECONOMICS ARE BRUTAL Component costs have dropped 67% since Gen-1 through vertical integration. The same battery tech powering Model Y now gives Optimus 8-hour operation cycles. Tesla's automotive expertise = humanoid production advantages competitors can't match"
X Link 2025-09-28T01:03Z [--] followers, [--] engagements
"🧠 THE AI6 CHIP ADVANTAGE Tesla's custom chips (via Samsung partnership) give Optimus [---] trillion operations/second locally. No cloud dependency. No latency. While competitors like Boston Dynamics stay in R&D Tesla preps for commercial scale"
X Link 2025-09-28T01:03Z [--] followers, [--] engagements
"📊 EARLY RESULTS Pilot customers in Tesla's supply chain report 40% productivity improvements in repetitive tasks with ZERO workplace injuries"
X Link 2025-09-28T01:04Z [--] followers, [--] engagements
"🎯 THE AMAZON OPPORTUNITY Amazon's $AMZN fulfillment centers face chronic labor shortages and $15+ minimum wages. That's a $50 billion addressable market right there. Optimus navigates existing human workspaces without infrastructure modifications"
X Link 2025-09-28T01:05Z [--] followers, [---] engagements
"🔄 THE NETWORK EFFECT Every Optimus deployed in Tesla's Gigafactories generates training data that improves ALL robots via OTA updates. Tesla's Supercharger network could charge commercial fleets too"
X Link 2025-09-28T01:06Z [--] followers, [--] engagements
"📋 REGULATORY TAILWINDS The U.S. has 430K unfilled construction jobs and 2.1M manufacturing vacancies. Optimus fills gaps without displacing existing workers. Tesla's automotive safety expertise = faster regulatory approval vs robotics startups"
X Link 2025-09-28T01:06Z [--] followers, [--] engagements
"💡 THE VALUATION GAP Tesla's $800B market cap prices Optimus at basically zero. Yet if Tesla captures just 5% of the global humanoid market by [----] Optimus revenues could exceed their entire automotive business"
X Link 2025-09-28T01:07Z [--] followers, [--] engagements
"🌍 THE BIG PICTURE This isn't about replacing carsit's about replacing human labor at scale. Tesla mastered autonomous vehicle physics. Optimus applies that same intelligence to the ultimate automation challenge"
X Link 2025-09-28T01:08Z [--] followers, [--] engagements
"📱 HISTORICAL PARALLEL Remember when the iPhone seemed like "just another phone" Optimus could be Tesla's iPhone momenttransforming them from automaker to the world's largest robotics company. $AAPL"
X Link 2025-09-28T01:09Z [--] followers, [--] engagements
"Huang's statement reflects NVIDIA's systematic elimination of switching costs through vertical integration. While $AMD or $INTC might produce competitive silicon they cannot replicate the decade-long CUDA moat that makes $NVDA chips programmable rather than merely powerful. Jensen Huang says that Nvidias full AI infrastructure package (chip networking data centre) is so efficient that competitors can price their chips at $0 and Nvidia would still be the better option. https://t.co/0VB4DEPrS8 Jensen Huang says that Nvidias full AI infrastructure package (chip networking data centre) is so"
X Link 2025-09-28T20:50Z [--] followers, [---] engagements
"The company's $60 billion annual R&D investmenttriple AMD's entire revenuefunds not just faster processors but the software tools networking protocols and optimization libraries that make those processors indispensable"
X Link 2025-09-28T20:51Z [--] followers, [--] engagements
"NVIDIA no longer competes in semiconductor marketsit operates in the "computational sovereignty" sector where nations and corporations bid for AI independence. $NVDA"
X Link 2025-09-28T21:11Z [--] followers, [--] engagements
"@StockSavvyShay Yes this is good stuff. Build and track those portfolios with amazing visuals at OpenFieldbook. Query our custom A/I while you're there"
X Link 2025-09-28T21:57Z [--] followers, [---] engagements
"@bryan_johnson A breath caught between inhaling the accelerating pace of technological integration and exhaling the mounting pressures of climate disruption social fragmentation and economic uncertainty"
X Link 2025-09-28T22:04Z [--] followers, [--] engagements
"The market is pricing in perfection: sustained margin expansion productivity miracles and soft landings. Meanwhile you can get 4%+ guaranteed from Treasuries"
X Link 2025-09-28T22:35Z [--] followers, [--] engagements
"Best way to think about current markets: opportunity cost. Why accept 2.58% from stocks (with volatility risk) when Treasuries pay 4%+ The only rational answer is you expect massive earnings growth. But with high real rates that growth is getting more expensive to finance"
X Link 2025-09-28T22:35Z [--] followers, [--] engagements
"🏛 THE FED'S INDEPENDENCE CRISIS Trump's pressure on Powell has reached unprecedented levels. Markets are pricing 3-5% additional dollar weakness if Fed independence gets compromised"
X Link 2025-09-29T00:01Z [--] followers, [--] engagements
"💸 THE NUMBERS DON'T LIE Treasury yields now carry a 30-40 basis point risk premium for "fiscal dominance" scenarios. Translation: Investors demand extra yield because they don't trust the Fed to remain independent. This is how reserve currencies die"
X Link 2025-09-29T00:01Z [--] followers, [--] engagements
"🎭 THE RENOVATION SMOKESCREEN The $2.5B Fed headquarters controversy seems trivial but it's political cover for Powell's removal. When Christopher Waller openly threatens dissent while facing admin pressure markets witness real-time central bank autonomy erosion"
X Link 2025-09-29T00:01Z [--] followers, [--] engagements
"🌏 THE ALTERNATIVES ARE RISING China's renminbi now handles 20-30% of cross-border trade settlements. The euro maintains over 40% of global trade invoicing. These weren't supposed to be possible during dollar strength cyclesbut here we are"
X Link 2025-09-29T00:01Z [--] followers, [--] engagements
"🏢 BIG TECH'S HEDGE STRATEGY Alphabet's European data centers Microsoft's Asian expansion: operational hedging against home currency instability. Directly or indirectly the Magnificent [--] are geographically diversifying to reduce dollar dependency"
X Link 2025-09-29T00:01Z [--] followers, [--] engagements
"💰 THE $85 BILLION TELL Big Tech's AI infrastructure spending creates natural currency diversification. When your revenue streams denominate in euros and yen dollar weakness becomes manageable. Their 24% operating margins provide the cushion"
X Link 2025-09-29T00:01Z [--] followers, [--] engagements
"🔄 SELF-REINFORCING DECLIN When sovereign wealth funds and pension managers hedge dollar exposure regardless of yield advantages currency decline becomes inevitable. Rebecca Patterson nailed it: this is a "slow bleed" not a panic sell"
X Link 2025-09-29T00:01Z [--] followers, [--] engagements
"⚡ THE BLOCKCHAIN BYPASS Unlike previous challenges to dollar hegemony today's alternatives offer technological infrastructure that bypasses traditional correspondent banking entirely. Digital currencies and blockchain settlement systems don't need New York"
X Link 2025-09-29T00:01Z [--] followers, [--] engagements
"🌍 INTERNATIONAL EQUITY ROTATION European and Asian markets gain competitive advantages as dollar decline improves their relative purchasing power and export competitiveness"
X Link 2025-09-29T00:01Z [--] followers, [--] engagements
"📈 FIXED INCOME RECALIBRATION Treasury yields must compensate for currency risk potentially creating persistent inflation pressure. This challenges traditional bond portfolio construction entirely"
X Link 2025-09-29T00:01Z [--] followers, [--] engagements
"🎯 INVESTMENT IMPLICATIONS The post-hegemony portfolio looks radically different. International diversification isn't just recommendedit's essential as currency hedging becomes a core strategy"
X Link 2025-09-29T00:01Z [--] followers, [--] engagements
"📉 FUND MANAGER CAPITULATION We're seeing two-decade bearish extremes on dollar sentiment while global central banks coordinate easing. When traditional relationships break down this dramatically structural change is inevitable"
X Link 2025-09-29T00:01Z [--] followers, [--] engagements
"October [--] 2025: - Elon Musk urged his [---] million X followers to cancel Netflix subscriptions over content concerns with Netflix earnings on October [--] providing test of social media influence on subscriber behavior"
X Link 2025-10-02T21:42Z [--] followers, [--] engagements
"- Wells Fargo Investment Institute expects continued market gains through [----] with two more Fed rate cuts anticipated in [----] though warning the path won't be linear"
X Link 2025-10-02T22:50Z [--] followers, [--] engagements
"- Atlanta Fed GDP tracker shows Q3 running near 4% recovering from Q1's slowdown and continuing the pattern where macro consensus persistently underestimates growth"
X Link 2025-10-02T23:13Z [--] followers, [--] engagements
"- The administration received [------] deferred resignations through the DOGE (Department of Government Efficiency) movement setting up potential mass workforce reductions"
X Link 2025-10-02T23:13Z [--] followers, [--] engagements
"OCT225 OpenAI just hit a $500B valuationworld's most valuable startupdespite only $4.3B in revenue and burning cash heavily. No profits yet. Employees cashed out $6.6B in secondary shares. AI boom or bubble Keep an eye on $MSFT $NVDA $AVGO"
X Link 2025-10-03T00:35Z [---] followers, [---] engagements
"MARKETS DIVERGE DEFENSIVELY OCT625 Todays newsletter"
X Link 2025-10-07T02:13Z [--] followers, [--] engagements
"Healthcare stocks trading at a 25% discount to S&P [---] despite earnings breadth finally moving beyond mega-cap tech. Political risk from drug pricing pressure keeps valuations suppressed. Value rotation opportunity or value trap Watch $JNJ $PFE $MRK $XLV"
X Link 2025-10-07T02:14Z [--] followers, [---] engagements
"Jefferies downgrades Apple (rare bearish call among [--] analysts) as used iPhone market hits 300M units annually. Why buy an iPhone [--] when a pristine used iPhone 15/16 costs half Growth problem brewing. Watch $AAPL $GOOGL $EBAY"
X Link 2025-10-07T02:15Z [--] followers, [---] engagements
"Market breadth flashing warning signs: concentration mirrors dot-com peak when breadth hit just 24% in March [----]. History shows narrow rallies precede corrections but false alarms in [----] [----] [----] didn't crash markets. Timing uncertain. Watch $SPY $QQQ $IWN $AAPL $MSFT"
X Link 2025-10-07T11:56Z [--] followers, [--] engagements
"US holds $1 trillion in gold but books it at $11B using [----] statutory price of $42/oz. Gold now trades at $3824/oz. Revaluing could inject $990B into Treasurycovering half the $2T deficit. Requires Congress approval highly controversial. Track $NEM $GOLD $GLD $TLT"
X Link 2025-10-07T11:57Z [--] followers, [--] engagements
"Huawei doubling AI chip production to 600K units in [----] challenging Nvidia's China dominance. Target: 1.6M dies total. US sanctions created opening for domestic alternative despite performance lag. China's self-sufficiency push accelerating. Watch $NVDA $AMAT $LRCX $BABA"
X Link 2025-10-07T11:58Z [--] followers, [---] engagements
"Bloom Energy delivering 100MW data center power in [--] days vs 3-7 years waiting for grid upgrades. By [----] 27-30% of data centers using on-site generation. AI power crunch = immediate opportunity while Amazon's nuclear won't hit until [----]. Track $BE $PLUG $DLR $EQIX"
X Link 2025-10-07T11:59Z [---] followers, [---] engagements
"DRY POWDER DILEMMA OCT825 Today's Newsletter"
X Link 2025-10-08T11:58Z [--] followers, [--] engagements
"@EricBalchunas $3.5B into a single Bitcoin ETF in one week represents more capital than the entire crypto VC funding for Q1 2024and we're still in the early innings of corporate treasury adoption and sovereign wealth fund entry"
X Link 2025-10-08T12:20Z [---] followers, [----] engagements
"Institutions suffer FOMO more acutely than retail. Portfolio managers watched Bitcoin rally without exposure and now they're asking "How do we explain to the board why we're NOT buying" Fear of career risk from missing out now exceeds fear of volatility. $BTC $IBIT $GBTC $IBIT is #1 in weekly flows among all ETFs w/ $3.5b which is 10% of all net flows into ETFs. Also notable is the rest of the [--] OG spot btc ETFs all took in cash in past week even $GBTC somehow that's how hungry the fish are. Two steps forward mode. Enjoy while it lasts. https://t.co/iNrcgiRVHV $IBIT is #1 in weekly flows"
X Link 2025-10-08T12:23Z [--] followers, [---] engagements
"Drowning in market noise and not answers OpenFieldbook cuts through the chaos with curated financial intelligence + visual clarity that transforms you into a confident portfolio strategist. Your information concierge for $6/month. Try free https://openfieldbook.com https://openfieldbook.com"
X Link 2025-10-08T16:36Z [--] followers, [--] engagements
"We were just asking about ETFs as investment vehicles. A somewhat related blog post. (This is A/I generated content and it comes with your subscription) $SPY $MSTR $BLK https://x.com/OpenFieldBook/status/1975899757441962014 Institutions suffer FOMO more acutely than retail. Portfolio managers watched Bitcoin rally without exposure and now they're asking "How do we explain to the board why we're NOT buying" Fear of career risk from missing out now exceeds fear of volatility. $BTC $IBIT $GBTC https://x.com/OpenFieldBook/status/1975899757441962014 Institutions suffer FOMO more acutely than"
X Link 2025-10-08T16:44Z [--] followers, [---] engagements
"Bear case Rare earth processing proves complex and capital-intensive. Regulatory delays extend timelines by years. Chinese export curbs prove temporary or selectively enforced undermining domestic investment justification"
X Link 2025-10-09T17:10Z [--] followers, [--] engagements
"The path to supply chain independence requires flawless execution of metallurgical processes that China perfected over [--] yearscompressed into a 3-5 year timeline. Until Stage II and Stage III facilities achieve full-rate production with demonstrated yield rates"
X Link 2025-10-09T17:10Z [--] followers, [--] engagements
"This creates a dangerous interregnum where U.S. defense contractors EV manufacturers and renewable energy developers remain dependent on Chinese goodwill"
X Link 2025-10-09T17:10Z [--] followers, [--] engagements
""When infrastructure costs reach nation-state scale traditional corporate finance gives way to strategic partnerships and sovereign backing. OpenAI doesn't need the moneyit needs Microsoft and Microsoft needs OpenAI." Open Fieldbook Intelligence Team $MSFT $NVDA $AMD "OpenAI They don't have the money yet. And for every gigawatt of AI factories you're probably gonna need about [--] to $60 billion for the land-powered shell and all the computing and networking and everything that goes along with that" https://t.co/1fbrfitw9Y "OpenAI They don't have the money yet. And for every gigawatt of AI"
X Link 2025-10-09T17:30Z [--] followers, [---] engagements
"POWERFUL STUFF: This infrastructure argument misses the temporal dimension. The relevant question is not whether tariffs cause disruptionthey inevitably dobut whether strategic industries justify the transition costs of rebuilding productive capacity that free trade dismantled"
X Link 2025-10-09T19:26Z [--] followers, [--] engagements
"Britain's Industrial Revolution required [--] years of textile tariffs before achieving export competitiveness. South Korea's developmental state invested for two decades before Hyundai exported its first competitive vehicle. https://openfieldbook.com/filesshare=__1-22 https://openfieldbook.com/filesshare=__1-22"
X Link 2025-10-09T19:27Z [--] followers, [--] engagements
"In Defense of DJT's Tariffs Germany's Zollverein customs union (1834-1871) used tariff barriers to nurture infant industries that later dominated European steel chemicals and machinery production"
X Link 2025-10-09T19:37Z [--] followers, [--] engagements
"History's Tariffs Served Purposes: South Korea's developmental state model employed tariffs exceeding 40% on manufactured goods from 1962-1980 enabling Samsung Hyundai and LG to mature into global champions"
X Link 2025-10-09T19:38Z [--] followers, [--] engagements
"@WhiteHouse A quick presentation on the history of tariffs"
X Link 2025-10-09T20:47Z [--] followers, [--] engagements
"https://gamma.app/docs/Gaps-Robotics-Revolution-Margin-Expansion-Through-Automation-yf6hblh4udupl29mode=present#card-y5fy9888mjbklir https://gamma.app/docs/Gaps-Robotics-Revolution-Margin-Expansion-Through-Automation-yf6hblh4udupl29mode=present#card-y5fy9888mjbklir"
X Link 2025-10-09T21:25Z [--] followers, [--] engagements
"https://gamma.app/docs/Make-America-Rich-Again-The-Tariff-Wealth-Concentration-Strategy-fgiedormyyz21w9mode=present#card-zjzwtc98dr2q7iu https://gamma.app/docs/Make-America-Rich-Again-The-Tariff-Wealth-Concentration-Strategy-fgiedormyyz21w9mode=present#card-zjzwtc98dr2q7iu"
X Link 2025-10-09T21:35Z [--] followers, [--] engagements
"Was a good primer. We published it here: https://openfieldbook.substack.com/p/the-etf-metamorphosis We were just asking about ETFs as investment vehicles. A somewhat related blog post. (This is A/I generated content and it comes with your subscription) $SPY $MSTR $BLK https://t.co/7wLIIe8PkD https://t.co/ImDTT7DM0G https://openfieldbook.substack.com/p/the-etf-metamorphosis We were just asking about ETFs as investment vehicles. A somewhat related blog post. (This is A/I generated content and it comes with your subscription) $SPY $MSTR $BLK https://t.co/7wLIIe8PkD https://t.co/ImDTT7DM0G"
X Link 2025-10-10T13:21Z [--] followers, [--] engagements
"💎 The Undervalued Play $VST Vistra Energy owns: - [--] nuclear plants - Natural gas backup fleet - Trading at CHEAPER valuations than $CEG ➡ Same exposure better entry point 🔌 Transmission Infrastructure - $NEE (NextEra): Largest renewable operator + Florida grid - $AEP (American Electric Power): Biggest US transmission network (11 states) ➡ Every electron needs a highway they own the toll roads ⛽ Natural Gas Reality Check Renewables can't handle 24/7 loads alone: - $WMB (Williams): Pipelines to data centers - $LNG (Cheniere): Domestic demand keeps prices elevated ➡ Natural gas = AI's dirty"
X Link 2025-10-10T22:52Z [--] followers, [---] engagements
"🎲 The Moonshot $SMR NuScale Power = small modular reactor pure-play ⚠ HIGHLY SPECULATIVE zero revenue but. If SMRs become the standard 100x potential 🧠 The Contrarian Take Market may be overhyping near-term constraints: - Hyperscalers already locked multi-year power agreements - AI training efficiency improving fast (GPT-4 = 10x less compute than GPT-3) ➡ Energy stocks could be crowded stay selective 💡 TL;DR: While markets obsess over $NVDA chips the real bottleneck is electricity"
X Link 2025-10-10T22:56Z [--] followers, [---] engagements
"💸 Investors drown in data while starving for meaning. Bloomberg terminals 🖥 deliver [-----] metrics. Reddit forums generate [--] million daily posts. ChatGPT approaches one billion monthly users 🤖 yet 95% of enterprise AI pilots fail to generate measurable ROI. The gap isn't informationit's signal extraction under cognitive load. Open Fieldbook solves the $7.6 trillion money market 💰 problem: sophisticated capital sitting idle because decision-makers lack conviction frameworks not access to data. Open Fieldbook is "second opinion" infrastructure for self-directed investors managing $250K+"
X Link 2025-10-12T23:33Z [--] followers, [--] engagements
"ESS Tech's unglamorous iron chemistry may prove to be the only scalable answer to 100+ hour energy storage: the company engineered a solution to renewable energy's most intractable problem using the planet's fourth-most abundant element. $GWH a primer🧵"
X Link 2025-10-14T11:32Z [--] followers, [--] engagements
""Microsoft mastered the art of monetizing productivity. Its next act requires learning to createnot just distributethe intelligence that defines it." Open Fieldbook Intelligence Team $MSFT"
X Link 2025-10-14T21:26Z [--] followers, [--] engagements
"💻 Early-stage AI companies mask true operating costs through hyperscaler compute credits from AWS Google Cloud and Azure. 💸 These subsidies create artificial margin profiles that evaporate at scale. 📉 Unlike traditional software where marginal user costs approach zero each AI user generates substantial recurring compute and energy expenses that scale linearly with demand"
X Link 2025-10-15T13:09Z [---] followers, [--] engagements
"The 70+ age demographic now controls 31.7% of household net worththe largest share on recordwhile millennials face retirement savings shortfalls requiring $1.8-2.2 million versus prior generations' $1.2 million despite having accumulated only $49000 on average"
X Link 2025-10-18T00:45Z [---] followers, [--] engagements
"📉 $LULU facing headwinds: Slowing growth crowded competition international challenges. But the athletic wear market is bigger than ever. Someone's winning it's just not them"
X Link 2025-06-13T09:44Z [---] followers, [--] engagements
"🔄 Big Tech's talent reshuffling: cutting traditional roles bidding wars for AI talent. The companies that can attract this displaced talent are about to accelerate FAST"
X Link 2025-06-13T18:23Z [---] followers, [--] engagements
"💡 Who's positioned to benefit: $PLTR (Palantir) - AI talent magnet $AI (C3 .ai) - Small-cap enterprise AI $S (SentinelOne) - AI cybersecurity hiring spree"
X Link 2025-06-13T18:23Z [---] followers, [---] engagements
"⚡ Plot twist: $AVGO (Broadcom) just added [--] new hyperscaler clients despite China headwinds. The AI infrastructure demand is so strong geopolitical risks don't matter"
X Link 2025-06-13T18:23Z [---] followers, [--] engagements
"🎯 Semiconductor beneficiaries of hyperscaler expansion: $MRVL (Marvell) - Data center chips $AMD - AI chip competition heating up $ANET (Arista) - Networking backbone Which company do you think poaches the most MSFT talent 👇"
X Link 2025-06-13T18:23Z [---] followers, [---] engagements
"OCT225 Buffett strikes again: Berkshire buying Occidental's chemicals unit for $9.7Bhis largest deal since [----]. Timing the bottom of the chemical cycle while expanding his 28% OXY stake. Oxy uses proceeds to cut $6.5B debt. Watch $BRK.B $OXY $LIN $DOW"
X Link 2025-10-03T00:34Z [---] followers, [---] engagements
"OCT225 Tesla delivered 497K vehicles in Q3 (13% beat) but the real story: losing $3B/year in regulatory credits as competitors catch up plus the $7500 EV tax credit expires soon. Demand could crater in [----]. Musk needs 20M vehicles over [--] years. Watch $TSLA $F $GM $RIVN"
X Link 2025-10-03T00:42Z [---] followers, [---] engagements
"OCT225 Jobs market breaking down: ADP posted -32K jobs in Septemberfirst negative reading since recalibration. Hiring plans down 71% YoY worst September since [----]. Only large companies (500+ employees) still adding workers. Recession signal Track $MAN $HCSG"
X Link 2025-10-03T00:42Z [---] followers, [--] engagements
"OCT225 Government shutdown risk rising with November [--] funding deadline.Democrats blocking bill over healthcare cuts affecting 30M+ people. 35% chance shutdown extends past Oct [--] (military payday). Defense and federal contractors exposed. Monitor $LMT $RTX $BAH $SAIC"
X Link 2025-10-03T00:43Z [---] followers, [--] engagements
"OCT225 Government shutdown risk rising with November [--] funding deadline. Democrats blocking bill over healthcare cuts affecting 30M+ people. 35% chance shutdown extends past Oct [--] (military payday). Defense and federal contractors exposed. Monitor $LMT $RTX $BAH $SAIC"
X Link 2025-10-03T00:44Z [---] followers, [--] engagements
"OCT225 EU hiking steel tariffs to 50% as trade war escalates. Treasury claims tariffs will generate $300B revenue in [----]. Supreme Court hears tariff power case Nov [--]. S&P up 35% since April despite trade tensions. Watch $NUE $STLD European equities"
X Link 2025-10-03T00:45Z [---] followers, [--] engagements
"OCT225 M&A activity exploded 28-30% in [----] with megadeals ($10B+) up 74% YoY. Trump's faster regulatory approach unlocked dealsadjustment took [--] months vs [--] months in first term. Over $2T in global deals first half alone. Investment banks winning: $GS $MS $AJG"
X Link 2025-10-03T00:47Z [---] followers, [---] engagements
"Amazon's Zoox launches first commercial robotaxi fleet in Las Vegasno steering wheel no pedals fully autonomous on public roads. Tesla has 10K autonomous vehicles collecting data. The race to dominate mobility AI is heating up. Track $TSLA $AMZN $GM $F"
X Link 2025-10-07T02:15Z [---] followers, [---] engagements
"Government shutdown threatens to kill October jobs/CPI datamarkets could fly blind through crucial Fed decisions. Bloomberg survey shows +53K jobs ADP reports -32K. Hiring collapsed to [----] levels despite 4.3% unemployment. Watch $MAN $RHI $PAYC"
X Link 2025-10-07T02:17Z [---] followers, [---] engagements
"Fed's Myron pushing for 150+ basis points of cuts while GDP grows 3.8% and inflation sits at 3%. Critics point to record stock prices and easing financial conditions. Rate cut debate intensifying as wealth inequality creates "cohort effects." Monitor $JPM $BAC $SCHW $BLK"
X Link 2025-10-07T02:18Z [---] followers, [--] engagements
"Wholesale inflation dropped 0.1% (unexpected) while AI infrastructure spending hit record $40B in Juneup 30% YoY. Disinflation + AI boom = perfect setup for tech. Fed accommodation and secular growth rarely align like this. Watch $XLK $VGT $EQIX $DLR $LRCX"
X Link 2025-10-07T02:19Z [---] followers, [--] engagements
"Medical breakthrough: chronic inflammation not weak immunity drives elderly cancer rates. Repurposing arthritis drugs as cancer treatmentsmetformin NSAIDs antihistamines all show promise. Disease boundaries dissolving around shared pathways. Watch $PFE $MRK $BMY $ABBV"
X Link 2025-10-07T12:00Z [---] followers, [---] engagements
"Amazon investing $500M+ in small modular reactors targeting 5GW nuclear capacity by [----] for AI data centers. Largest SMR deployment ever announced but won't solve near-term power crisisdecade away from impact. Monitor $AMZN $URA $CEG $PAVE"
X Link 2025-10-07T12:01Z [---] followers, [---] engagements
"UP THE MODERN ECONOMY confronts a paradox of unprecedented scalewhere $7.6 trillion in money markets awaits deployment even as $60 billion in semiconductor investments anchor domestic manufacturing where millennials requiring $2.2 million . https://openfieldbook.com/filesshare=s_8447ca86 https://openfieldbook.com/filesshare=s_8447ca86"
X Link 2025-10-08T12:06Z [---] followers, [--] engagements
"Money market funds hit $7.6Tmore than Germany's entire GDP. This massive cash pile earning 5%+ is "dry powder" waiting on the sidelines. When the Fed cuts rates expect a flood into stocks credit and real estate. Watch $SWVXX $VMFXX $SCHW $JPM $XLF"
X Link 2025-10-08T12:06Z [---] followers, [--] engagements
"Texas Instruments betting $60B on US chip manufacturinglargest semiconductor investment in American history. Seven new fabs creating 60K jobs backed by $1.6B in CHIPS Act funding. Reshoring analog chips critical for cars medical devices AI. Watch $TXN $AMAT $LRCX $XLI"
X Link 2025-10-08T12:06Z [---] followers, [--] engagements
"Millennials need $1.8-2.2M for retirement vs boomers' benchmarksbut most have saved under $50K. Financial planners now recommend 15-22% savings rate (up from 10%) due to longer lifespans lower expected returns and no pensions. Track $BLK $TROW $HOOD"
X Link 2025-10-08T12:06Z [---] followers, [--] engagements
"U.S. interest payments hit $1.1T in 2024more than defense spendingprojected to reach $1.8T by [----]. This "hidden tax" crowds out investment and traps the Fed: rate cuts fail when markets demand higher yields due to credit risk not inflation. Watch $TLT $IEF $JPM $MUB"
X Link 2025-10-08T12:06Z [---] followers, [---] engagements
"Reebok launching 3D-printed custom shoes from smartphone foot scans$50-150 with 4-6 week delivery. Manufacturing moves to US/Germany slashing labor costs and tariff exposure. Mass personalization at scale could disrupt footwear industry. Watch $NKE $ADDYY $DDD $SSYS"
X Link 2025-10-08T12:06Z [---] followers, [---] engagements
"Hyperscalers dropping $300B+ annually on AI infrastructure: Microsoft $80B AWS $100B+ Google $75-85B Meta $60-65B. Unlike the dot-com bubble today's Nasdaq trades at 30x with tech representing 40% of corporate earnings vs 4% in [----]. Watch $MSFT $GOOGL $AMZN $META $NVDA"
X Link 2025-10-09T14:00Z [---] followers, [---] engagements
"Asian automakers betting big on hydrogen over EVs: Toyota expanding production Hyundai launching INITIUM Honda's CR-V e:FCEV hybrid hitting markets. Refuel in 3-5 minutes longer range zero emissions. Alternative play to battery dominance. Watch $TM $HMC $HYMTF $PLUG"
X Link 2025-10-09T14:00Z [---] followers, [--] engagements
"Retailers and platforms now adjust millions of prices in real-time using algorithms. Amazon repricing constantly Uber/Lyft wages fluctuate by the second. The new normal for e-commerce and gig economy. Track $AMZN $UBER $LYFT $AAL $MAR"
X Link 2025-10-09T14:00Z [---] followers, [---] engagements
"Fifth Third acquiring Comerica for $10.9Bbiggest regional bank merger since [----] crisis creating $288B entity. Deal approved in record time under Trump vs 400-600 days previously. Opening [---] new branches. M&A megadeals up 74% YoY. Watch $FITB $CMA $HBAN $RF $KEY"
X Link 2025-10-09T14:00Z [---] followers, [--] engagements
"📊 The Power Problem - ChatGPT query = 10x more electricity than a Google search - Data center power demand expected to DOUBLE by [----] - Grid capacity hasn't kept pace brownout risk is real ⚡ Nuclear: The Obvious Solution $CEG (Constellation Energy): - Owns 32GW nuclear capacity largest US fleet - Already trading at premium multiples - Market cap: $90B+ But here's the sleeper pick"
X Link 2025-10-10T22:49Z [---] followers, [--] engagements
"@RickPalaciosJr Yikes. On top of other recent home sales data while first-time home buyers have fallen to a record low. What's the path forward"
X Link 2025-10-17T22:09Z [---] followers, [---] engagements
"Beijing's $500+ billion semiconductor investment cannot replicate NVIDIA's ecosystem velocity. $NVDA processes [---] trillion tokens monthly through customer deploymentsgenerating performance data that feeds back into chip design optimization. Chinese competitors building isolated domestic ecosystems forfeit this global learning loop ensuring their chips remain perpetually behind NVIDIA's cutting edge. https://x.com/i/status/1979231174787846341/video/1 https://x.com/i/status/1979231174787846341/video/1"
X Link 2025-10-17T23:45Z [---] followers, [--] engagements
"Market structure evolution has transformed MicroStrategy from a software company into the financial system's most liquid Bitcoin derivative generating self-reinforcing demand dynamics. The emergence of 2x MicroStrategy ETFs (MSTU MSTX) creates a four-layer leverage stack: Bitcoin's inherent volatility MicroStrategy's 2x amplification through balance sheet leverage the 2x ETF multiplier and finally the psychological momentum that attracts retail capital during volatility spikes. $MSTR"
X Link 2025-10-17T23:54Z [---] followers, [--] engagements
"Leveraged ETF inflows reached $11 billion in April [----] alone the highest since March [----] with MicroStrategy products absorbing substantial portions. These vehicles create structural buying pressure during rebalancing that supports the stock price independent of Bitcoin's direction. When Bitcoin volatility increases leveraged ETF rebalancing mechanically purchases MicroStrategy shares generating upward price pressure that attracts momentum investors which triggers additional ETF inflows. This reflexive loop transforms volatility from risk into revenue-generating infrastructure"
X Link 2025-10-17T23:54Z [---] followers, [--] engagements
"Goldman Sachs forecasts AI will boost productivity growth by [---] percentage points annually as adoption spreads with measurable U.S. GDP effects beginning in [----]. Yet this optimism assumes AI complements rather than replaces workersa premise contradicted by current deployment patterns. Two-thirds of U.S. occupations face AI exposure"
X Link 2025-10-18T00:45Z [---] followers, [--] engagements
"The Congressional Budget Office projects 1.82% average productivity growth over the next decade largely from immigration-fueled labor supply rather than technological transformation. This disconnect suggests AI's productivity gains accrue to capital efficiency (fewer workers per dollar of output) rather than wage growth or expanded employment"
X Link 2025-10-18T00:45Z [---] followers, [--] engagements
"When entry-level hiring runs "far far slower" according to LinkedIn's chief economist while corporate profits surge productivity becomes a mechanism for wealth extraction not broad-based prosperity"
X Link 2025-10-18T00:45Z [---] followers, [--] engagements
"@nonstabIe Morgan Stanley just came out with a National Security Index. the "picks and shovels" of the coming A/I and nuclear revolution. A suggestion of where to look:"
X Link 2025-10-21T15:18Z [---] followers, [--] engagements
"Before tomorrow's earnings reports here's a look at their [--] year performance. $TSLA $LRCX $GEV $VRT $IBM $T $ORLY more. Key Earnings Reports Tomorrow Before the Open: Boston Scientific $BSX GE Vernova $GEV AT&T $T Thermo Fisher $TMO Vertiv $VRT After the Close: CACI $CACI IBM $IBM Lam Research $LRCX Las Vegas Sands $LVS O'Reilly Auto $ORLY Packaging Corporation of America $PKG Reliance $RS SAP Key Earnings Reports Tomorrow Before the Open: Boston Scientific $BSX GE Vernova $GEV AT&T $T Thermo Fisher $TMO Vertiv $VRT After the Close: CACI $CACI IBM $IBM Lam Research $LRCX Las Vegas Sands $LVS"
X Link 2025-10-21T22:31Z [---] followers, [---] engagements
"OnlyFans' profit-per-employee is a testament to the power of taking a small cut from a vast user-driven economy. $NVDA $META $NFLX $AAPL $GOOG OnlyFans CEO says the platform has paid out $25B to creators since [----] (and majority of customers are in the US). It makes profit of $11m per employee more than Nvidia ($1m) Meta ($837k) Netflix ($621k) Apple ($585k) or Google ($545k). https://t.co/tt60ie4fhE OnlyFans CEO says the platform has paid out $25B to creators since [----] (and majority of customers are in the US). It makes profit of $11m per employee more than Nvidia ($1m) Meta ($837k) Netflix"
X Link 2025-10-22T21:29Z [---] followers, [---] engagements
"Din Tai Fung is not going public anytime soon according to this Bloomberg article. Looks like they're doing ok. Good profile of Din Tai Fung CEO. Says will never go public because doesnt want growth pressure and lose control of quality: https://t.co/z4ahPu2Q5B https://t.co/sxJwWPQxBy Good profile of Din Tai Fung CEO. Says will never go public because doesnt want growth pressure and lose control of quality: https://t.co/z4ahPu2Q5B https://t.co/sxJwWPQxBy"
X Link 2025-10-22T21:37Z [---] followers, [--] engagements
"Tesla Q3 earnings - Revenue beat at $28.1B vs $26.4B est. - EPS missed at $0.50 vs $0.54 est. Deliveries hit a record 497k. Margins continue to face pressure but free cash flow reached new highs. $TSLA #TeslaEarnings Tesla earnings: Revenue: $28.10B vs $26.37B expected EPS: $0.50 vs $0.54 expected https://t.co/2eDk8jNvPQ Tesla earnings: Revenue: $28.10B vs $26.37B expected EPS: $0.50 vs $0.54 expected https://t.co/2eDk8jNvPQ"
X Link 2025-10-22T23:22Z [---] followers, [---] engagements
"@Vero_atLast 60% $BTC / 40% $TSLA"
X Link 2025-10-23T11:34Z [---] followers, [--] engagements
"@HeroDividend It's somewhat of a deceptive concept. It's 'only' $450k for the advisor over [--] years but -$14mm to the client. Compounding works both ways"
X Link 2025-10-23T11:40Z [---] followers, [---] engagements
"@Vero_atLast Let me at least leverage bitcoin 20:1 then"
X Link 2025-10-23T11:40Z [---] followers, [--] engagements
"@European_DGI This is a great graphic. Clean. Well done"
X Link 2025-10-23T11:58Z [---] followers, [---] engagements
"@rane_aditya1 There's an opportunity here for you to create the super-prompt that rivals on Morgan Stanley"
X Link 2025-10-28T18:42Z [---] followers, [--] engagements
"@KnowledgeUpOnly Buy and hold the MAG 7"
X Link 2025-10-28T18:59Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing