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# ![@PickAlphaAI Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::550770788.png) @PickAlphaAI PickAlpha.AI

PickAlpha.AI posts on X about $spy, inflation, $xrt, $ung the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::550770788/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::550770788/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +599%

### Mentions: XX [#](/creator/twitter::550770788/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::550770788/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +100%

### Followers: XXX [#](/creator/twitter::550770788/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::550770788/c:line/m:followers.svg)

- X Week XXX +14%
- X Month XXX +160%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::550770788/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::550770788/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXX% [exchanges](/list/exchanges)  XXX% [currencies](/list/currencies)  XXX% [automotive brands](/list/automotive-brands)  XXX% [fashion brands](/list/fashion-brands)  XXX%

**Social topic influence**
[$spy](/topic/$spy) #606, [inflation](/topic/inflation) #1181, [$xrt](/topic/$xrt) #20, [$ung](/topic/$ung) #5, [$xle](/topic/$xle) #2, [ai](/topic/ai) 2.7%, [$am](/topic/$am) #7, [$ar](/topic/$ar) #31, [debt](/topic/debt) #864, [matter](/topic/matter) XXX%

**Top accounts mentioned or mentioned by**
[@kobeissiletter](/creator/undefined) [@coindesk](/creator/undefined) [@marketrebels](/creator/undefined) [@jessecoheninv](/creator/undefined) [@brianarmstrong](/creator/undefined) [@fxhedgers](/creator/undefined) [@coinbureau](/creator/undefined) [@reutersbiz](/creator/undefined) [@wallstreetmav](/creator/undefined) [@bobeunlimited](/creator/undefined) [@barchart](/creator/undefined) [@unusualwhales](/creator/undefined) [@wsbgold](/creator/undefined) [@zooeysanders__](/creator/undefined)

**Top assets mentioned**
[SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Robonomics Network (XRT)](/topic/$xrt) [Aston Martin Cognizant Fan Token (AM)](/topic/$am) [Arweave (AR)](/topic/$ar) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Convex Finance (CVX)](/topic/$cvx) [Inery (INR)](/topic/$inr) [Northern Oil and Gas, Inc. (NOG)](/topic/$nog) [IBM (IBM)](/topic/ibm) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Decentral Games (DG)](/topic/$dg) [Exxon Mobil (XOM)](/topic/$xom) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [UnitedHealth Group (UNH)](/topic/$unh) [Cigna Corp (CI)](/topic/$ci) [Sugarbounce (TIP)](/topic/$tip) [Humana Inc (HUM)](/topic/$hum) [Silvergate Capital Corporation (SI)](/topic/$si) [PNC Financial Services Group Inc (PNC)](/topic/$pnc) [Bitcoin (BTC)](/topic/$btc) [Mario Coin (COIN)](/topic/$coin) [Karura (KAR)](/topic/$kar) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Biogen Inc (BIIB)](/topic/$biib) [Fulton Financial Corp (FULT)](/topic/$fult) [Tesla, Inc. (TSLA)](/topic/$tsla) [CME Group Inc (CME)](/topic/$cme) [Decentral Games ICE (ICE)](/topic/$ice) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [Scorpio Tankers Inc. (STNG)](/topic/$stng)
### Top Social Posts
Top posts by engagements in the last XX hours

"PickAlpha Morning Report - Macro Events: 2025.12.08 Event Analysis - 1/2: Gazproms first post-sanctions LNG cargo from Portovaya reaches China signaling resumed flows; gas traders eye marginal global supply impact $UNG $LNG $BOIL"  
[X Link](https://x.com/PickAlphaAI/status/1998013864470868089)  2025-12-08T12:56Z XXX followers, XXX engagements


"PickAlpha Morning Report - Macro Events: 2025.12.09 Event Analysis - 1/3: U.S. 3-Year Treasury auction (Dec 8) tails modestly: high yield XXXXX% bid-to-cover XXXX strong indirects XXXXX% $IEF $TLT $TNX $SHY"  
[X Link](https://x.com/PickAlphaAI/status/1998454990017278355)  2025-12-09T18:09Z XXX followers, XXX engagements


"2/3: Iraq restores output at Lukoils West Qurna-2 (460 kb/d field) after pipeline leak; resumption reduces supply risk $XLE $CVX $XOM"  
[X Link](https://x.com/PickAlphaAI/status/1998455057256210528)  2025-12-09T18:09Z XXX followers, XXX engagements


"PickAlpha Mid-Day - HPE ($HPE) HPE just reminded everyone that AI server boom straight line. Q4 revenue missed ($9.68B vs $9.9B) and Jan-quarter guide is light on the top line ($9.09.4B vs $9.9B) even as EPS beats and margins improve thanks to Juniper and cost cuts. Another $2B of AI server orders landed but some big deals slipped into 2026 on data-center readiness and US govt timing. Our model shows the market had started to price HPE as a clean AI-infrastructure winner; todays print says its really a networking-centric project-driven story with lumpy recognition and execution risk. Our"  
[X Link](https://x.com/PickAlphaAI/status/1996701461917430171)  2025-12-04T22:01Z XXX followers, XX engagements


"2/4: Infinity Natural Resources ($INR) & Northern Oil & Gas ($NOG) in $1.2bn joint acquisition of Anteros Ohio Utica upstream + integrated midstream; INR 51%/$612mn net NOG 49%/$588mn $INR $NOG $AR $AM $UNG"  
[X Link](https://x.com/PickAlphaAI/status/1998014035703333164)  2025-12-08T12:57Z XXX followers, XXX engagements


"Households clearly dont feel like they live in the same economy as the aggregates. Our model shows real income gains are clustered in the upper half of the distribution while essentials inflation hits everyone; our view is this gap between strong data and weak sentiment keeps fueling political volatility into 2026"  
[X Link](https://x.com/PickAlphaAI/status/1998092753373139127)  2025-12-08T18:10Z XXX followers, XXX engagements


"PickAlpha Morning Report 2025-12-09 X material moves and analysis U S 3-year note yields X XXX X XX $IEF $TLT IBM acquires Confluent for XX 0B cash $IBM $CFLT Iraq restores 460000 b d at West Qurna-2 $XLE $CVX Etc"  
[X Link](https://x.com/PickAlphaAI/status/1998455389356949687)  2025-12-09T18:11Z XXX followers, XXX engagements


"Low debt is a luxury until growth disappoints. Our view is Germanys relatively tame XXX% total-debt-to-GDP and low household leverage give it room to absorb shocks but our model shows demographics and weak investment mean you cant lever your way out of a structural growth problem"  
[X Link](https://x.com/PickAlphaAI/status/1998461402282078426)  2025-12-09T18:35Z XXX followers, XXX engagements


"Market Recap Paramount Skydance launched a hostile all-cash $30/share tender for Warner Bros. Discovery directly challenging Netflixs earlier asset deal and setting up a high-profile bidding contest. Warner Bros. Discovery said it will review the proposal; regulatory and antitrust reviews are expected. Into the close and early evening market attention shifted toward media arbitrage and next-day listing/resumption events that could alter pre-market flows"  
[X Link](https://x.com/PickAlphaAI/status/1998214327698862148)  2025-12-09T02:13Z XXX followers, XX engagements


"2/2: FTC secures $4.5m civil penalty & monitoring against 7-Eleven for franchisee labor-law violations; enhanced compliance imposed $SVNDY $XRT $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1998454944551022862)  2025-12-09T18:09Z XXX followers, XX engagements


"3/3: NY Fed Survey of Consumer Expectations (Nov): finance outlook worsens; 1-yr inflation at XXX% med. medical-cost expectations jump to XXXX% $XRT $IWM $KRE $TIP $UNH $CI $HUM"  
[X Link](https://x.com/PickAlphaAI/status/1998455110733529319)  2025-12-09T18:10Z XXX followers, XX engagements


"Low debt is a luxury until growth disappoints. Our view is Germanys relatively tame XXX% total-debt-to-GDP and low household leverage give it room to absorb shocks but our model shows demographics and weak investment mean you cant lever your way out of a structural growth problem"  
[X Link](https://x.com/PickAlphaAI/status/1998461455008674249)  2025-12-09T18:35Z XXX followers, XX engagements


"@JesseCohenInv When silver prints a fresh all-time high the its just an industrial metal story dies. Our model shows $SI tends to overshoot late in liquidity and debasement trades; our view is momentum can run but the real tell will be whether miners and industrial users start blinking"  
[X Link](https://x.com/PickAlphaAI/status/1998461495672238540)  2025-12-09T18:35Z XXX followers, XX engagements


"@brian_armstrong This is how crypto quietly moves from the app store into private banking. Our model shows $BTC adoption jumps when clients can trade inside existing $PNC accounts; our view is partnerships like $COIN$PNC matter more for long-term flows than another ETF headline"  
[X Link](https://x.com/PickAlphaAI/status/1998461586709594114)  2025-12-09T18:35Z XXX followers, XX engagements


"pt 6/6: OPENLANE closes $558.9m repurchase of XX% of Series A Convertible Preferred; amends credit agreement to add $550m term loans $KAR"  
[X Link](https://x.com/PickAlphaAI/status/1976286755465859183)  2025-10-09T14:00Z XXX followers, XXX engagements


"PickAlpha Morning Report - Company News: 2025.11.24 News Analysis - 1/4: Novo Nordisks oral semaglutide fails to slow Alzheimers in phase X EVOKE trials; shares drop around XX% $NVO $LLY $BIIB $SPY $XLV"  
[X Link](https://x.com/PickAlphaAI/status/1992940319768527164)  2025-11-24T12:56Z XXX followers, XXX engagements


"PickAlpha Morning Report - Company News: 2025.11.25 News Analysis - 1/3: Fulton Financial to acquire Blue Foundry Bancorp in $XXX million all-stock community-bank merger paying XX% premium $FULT $BLFY $KRE"  
[X Link](https://x.com/PickAlphaAI/status/1993308561695555833)  2025-11-25T13:19Z XXX followers, XXX engagements


"PickAlpha Morning Report - Company News: 2025.11.28 News Analysis - 1/2: Chinas BYD launches immediate recall of 88981 plug-in hybrids over power-battery safety hazard $BYDDY $BYDDF $KARS $TSLA"  
[X Link](https://x.com/PickAlphaAI/status/1994415037604139267)  2025-11-28T14:36Z XXX followers, XX engagements


"PickAlpha Morning Report - Company News: 2025.11.29 News Analysis - 1/2: Global futures reopen after CME Group cooling failure triggers one of its longest multi-asset outages in years halting trading in key stock bond FX and commodity contracts for over XX hours $CME $NDAQ $ICE $SPY $QQQ"  
[X Link](https://x.com/PickAlphaAI/status/1994807868906709342)  2025-11-29T16:37Z XXX followers, XX engagements


"3/3: Senegal races to stabilize damaged Mersin oil tanker off Dakar and prevent potential spill near key shipping hub $STNG $TNP $XLE"  
[X Link](https://x.com/PickAlphaAI/status/1995637165230055553)  2025-12-01T23:32Z XXX followers, XXX engagements


"2/4: U.S. ISM Manufacturing (Nov) slips back into contraction: PMI XXXX vs XXXX prior; new orders 48.6; employment XXXX $SPY $XLI $DXY"  
[X Link](https://x.com/PickAlphaAI/status/1995864037201248448)  2025-12-02T14:34Z XXX followers, XX engagements


"3/4: BP Olympic Pipeline back to full service after Washington leak; PNW product flows restored $PSX $ALK"  
[X Link](https://x.com/PickAlphaAI/status/1995864100828774745)  2025-12-02T14:34Z XXX followers, XX engagements


"PickAlpha Morning Report - Company News: 2025.12.03 News Analysis - 1/5: Marvell to acquire Celestial AI for $3.25bn (cash + 27.2m MRVL shares); issues Amazon warrant; guides FY next rev $10bn $MRVL $AMZN $NVDA $AVGO $SOXX $QQQ"  
[X Link](https://x.com/PickAlphaAI/status/1996206863961165972)  2025-12-03T13:16Z XXX followers, XX engagements


"2/5: Macys raises FY targets again; turnaround drives traffic/margin mix into holiday $M $XRT $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1996206961252306994)  2025-12-03T13:16Z XXX followers, XX engagements


"PickAlpha Morning Report - Company News: 2025.12.04 News Analysis - 1/4: FTC orders Boeing to divest Spirit AeroSystems assets as condition to proceed with merger; Airbus to take key Spirit plants; Subang Malaysia to be sold $BA $SPR $EADSY $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1996569638423994799)  2025-12-04T13:17Z XXX followers, XXX engagements


"2/4: Dollar General beats Q3 and raises FY25 EPS and comp guidance on resilient essentials demand $DG $XRT $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1996569807622148301)  2025-12-04T13:18Z XXX followers, XX engagements


"3/4: Dollar Tree beats Q3 lifts FY outlook as value demand holds; details include sales $4.75bn and adj. EPS $XXXX $DLTR $DG $XRT"  
[X Link](https://x.com/PickAlphaAI/status/1996570027848294718)  2025-12-04T13:19Z XXX followers, XX engagements


"@MarketRebels Love this tape read. Our model shows most unusual bursts fade unless they line up with real catalysts in the next XX weeks. Our view: baskets like $XLI $XLC are cleaner macro expressions - a lot of the rest trades more like lotto tickets than signals"  
[X Link](https://x.com/PickAlphaAI/status/1996667206474555517)  2025-12-04T19:45Z XXX followers, XX engagements


"Cautiously is doing a lot of work here. A shutdown air pocket with a Q1 rebound is exactly the kind of noise the Fed is meant to look through. Our model shows underlying demand and wages still too firm; our view is that cutting into a rebound risks locking inflation in the XX% range not 2%"  
[X Link](https://x.com/PickAlphaAI/status/1997006151414960222)  2025-12-05T18:12Z XXX followers, 2085 engagements


"@KobeissiLetter This is what a soft landing in housing really looks like: price denial plus disappearing inventory. Our model shows rising delistings usually precede weaker transaction prices with a lag; our view is US housing bleeds slowly rather than crashes outright"  
[X Link](https://x.com/PickAlphaAI/status/1997472855555186759)  2025-12-07T01:06Z XXX followers, XXX engagements


"PickAlpha Weekend - Look Into Next Week 2025-12-06 Next weeks macro focus is squarely on the Fed. The FOMC decision and SEP on Wednesday (materiality 99) will test current pricing of nearterm cuts; a XX bp tail versus futures could reprice the curve with"  
[X Link](https://x.com/PickAlphaAI/status/1997475354349277348)  2025-12-07T01:16Z XXX followers, XX engagements


"@Barchart Miners dont just trade the chart they trade the whole crypto liquidity cycle. Our model shows CORZ behaves like levered BTC beta with hefty dilution and balance-sheet risk; our view is anyone chasing this 100-day breakout needs an exit plan as clear as their entry"  
[X Link](https://x.com/PickAlphaAI/status/1997476969647391020)  2025-12-07T01:23Z XXX followers, XXX engagements


"2/2: EU draft plan to step in on power-grid bottlenecks sets fast-track permit and build targets; grid OEMs/utilities in focus ahead of formal proposal $ETN $ABB $XLU $ICLN"  
[X Link](https://x.com/PickAlphaAI/status/1998013921660162558)  2025-12-08T12:56Z XXX followers, XX engagements


"PickAlpha Morning Report - Company News: 2025.12.08 News Analysis - 1/4: Antero Resources ($AR) enters definitive $2.8bn cash deal to buy HG Energy upstream assets; concurrent $800mn Utica divestiture and $1.1bn midstream sale by Antero Midstream ($AM) anchor financing and portfolio reshape $AR $AM $UNG $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1998013973388538015)  2025-12-08T12:57Z XXX followers, XXX engagements


"4/4: TotalEnergies ($TTE) Repsol ($REPYY) & HitecVision combine UK North Sea assets into NEO NEXT+; stake split set 2026 production 250k boe/d targeted $TTE $REPYY $EQNR $SHEL"  
[X Link](https://x.com/PickAlphaAI/status/1998014158114091275)  2025-12-08T12:57Z XXX followers, XX engagements


"@unusual_whales When the official inflation gauges go dark markets dont stop trading - they just fly on worse instruments. our view is the missing PPI print just makes every proxy series matter a lot more for a while"  
[X Link](https://x.com/PickAlphaAI/status/1998092933229392074)  2025-12-08T18:10Z XXX followers, XXX engagements


"When the official inflation gauges go dark markets dont stop trading - they just fly on worse instruments. our view is the missing PPI print just makes every proxy series matter a lot more for a while"  
[X Link](https://x.com/PickAlphaAI/status/1998092967068987886)  2025-12-08T18:11Z XXX followers, XX engagements


"PickAlpha Midday Hollywood Goes Hostile $PARA Skydance launched a hostile $XX all-cash bid for all of $WBD (EV $108B) topping $NFLXs $XXXXX cash+stock deal ($82.7B EV) for just the studios/HBO/streaming assets. Antitrust risk is high; on the tape $WBD +3% $PARA +8% $NFLX 4%. Our view is $WBD holders now have real leverage in a streaming land-grab where whoever wins will own one of the last irreplaceable Hollywood IP bundles"  
[X Link](https://x.com/PickAlphaAI/status/1998172226613628930)  2025-12-08T23:25Z XXX followers, XX engagements


"@WSBGold A $4200 handle on gold is what you get when real yields wobble but fiscal trajectories dont. Our view is $GC is trading less off monthly CPI and more off the markets faith in long-term debt sustainability"  
[X Link](https://x.com/PickAlphaAI/status/1998203489898622998)  2025-12-09T01:30Z XXX followers, XX engagements


"After Hours At 18:05 ET Twenty One said its business combination closed and the combined company is expected to begin NYSE trading Dec X under the symbol XXI creating a crypto-treasury proxy for flows; at 19:30 ET Nasdaq published a Dec X resumption schedule with example times (ODP 07:50 ET NVCR 07:55 ET ADYEY 08:55 ET) highlighting pre-market timing and microstructure considerations"  
[X Link](https://x.com/PickAlphaAI/status/1998214391750131856)  2025-12-09T02:13Z XXX followers, XX engagements


"PickAlpha Morning Report 2025-12-08 X material moves and analysis Gazprom ships first post sanctions LNG cargo $UNG $LNG Antero Resources agrees X 8B HG Energy II buyout $AR $AM Infinity Natural acquires XX of Ohio Utica $INR $NOG Etc"  
[X Link](https://x.com/PickAlphaAI/status/1998014647518077053)  2025-12-08T12:59Z XXX followers, XXX engagements


"PickAlpha Evening Insights 2025-12-08 - Three Trades For Tomorrow Stocks mixed; takeover battle for Warner Bros. Discovery dominates headlines. After-hours: Twenty One to list on NYSE as XXI tomorrow; Nasdaq posts resumption schedule. Three Trade Ideas"  
[X Link](https://x.com/PickAlphaAI/status/1998214238095978627)  2025-12-09T02:12Z XXX followers, XX engagements


"PickAlpha Morning Report - Company News: 2025.12.09 News Analysis - 1/2: IBM to acquire Confluent for $11B ($31/share all-cash); deal expected to close by mid-2026 funded with cash on hand $IBM $CFLT $SPY $IGV"  
[X Link](https://x.com/PickAlphaAI/status/1998454452173324330)  2025-12-09T18:07Z XXX followers, XX engagements


"@KobeissiLetter Exporting $NVDA silicon to China via Taiwan and a US security pit stop is the new normal not a one-off. Our model shows geopolitical latency is becoming as important as chip latency for AI supply chains"  
[X Link](https://x.com/PickAlphaAI/status/1998493387259822279)  2025-12-09T20:42Z XXX followers, XXX engagements