[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @SamanthaLaDuc Samantha LaDuc Samantha LaDuc posts on X about china, trade war, money, $asts the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::705540042/interactions)  - X Week XXXXXXX +37% - X Month XXXXXXXXX +74% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::705540042/posts_active)  - X Week XXX +15% - X Month XXX +20% - X Months XXX -XX% - X Year XXXXX +3.80% ### Followers: XXXXXX [#](/creator/twitter::705540042/followers)  - X Week XXXXXX +0.66% - X Month XXXXXX +1.70% - X Months XXXXXX +6.70% - X Year XXXXXX +14% ### CreatorRank: XXXXXXX [#](/creator/twitter::705540042/influencer_rank)  ### Social Influence [#](/creator/twitter::705540042/influence) --- **Social category influence** [finance](/list/finance) #4286 [countries](/list/countries) XXXXX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) #7699 [technology brands](/list/technology-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% [events](/list/events) XXXX% [currencies](/list/currencies) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [china](/topic/china) #1085, [trade war](/topic/trade-war) #42, [money](/topic/money) 3.47%, [$asts](/topic/$asts) #237, [bitcoin](/topic/bitcoin) #2707, [$gld](/topic/$gld) #14, [$btcusd](/topic/$btcusd) #2, [$cvna](/topic/$cvna) #234, [$apo](/topic/$apo) #52, [gdp](/topic/gdp) #44 **Top accounts mentioned or mentioned by** [@graphcall](/creator/undefined) [@macauleyjim](/creator/undefined) [@dapstats](/creator/undefined) [@wavegodmcfly](/creator/undefined) [@mothercabrininy](/creator/undefined) [@acrossthespread](/creator/undefined) [@hanscashflow](/creator/undefined) [@technicalbias](/creator/undefined) [@richardhirschs1](/creator/undefined) [@sehrlangsam2](/creator/undefined) [@stockstormx](/creator/undefined) [@derivativesdon](/creator/undefined) [@tfmkts](/creator/undefined) [@juliajeler](/creator/undefined) [@brodebox](/creator/undefined) [@dwhit44986](/creator/undefined) [@kingkong9888](/creator/undefined) [@aureliusltd28](/creator/undefined) [@unicusresearch](/creator/undefined) [@brandonmoretz](/creator/undefined) **Top assets mentioned** [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Bitcoin (BTC)](/topic/bitcoin) [SPDR GOLD ETF (GLD)](/topic/$gld) [Carvana Co. (CVNA)](/topic/$cvna) [Apollo Global Management, Inc. (APO)](/topic/$apo) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Blackstone, Inc. (BX)](/topic/$bx) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [MP Materials Corp. (MP)](/topic/$mp) [RAI Finance (SOFI)](/topic/$sofi) [Alibaba Group (BABA)](/topic/$baba) [T-Mobile (TMUS)](/topic/$tmus) [GammaSwap (GS)](/topic/$gs) [Uniform Fiscal Object (UFO)](/topic/$ufo) [Verizon Communications Inc. (VZ)](/topic/$vz) [Apple, Inc. (AAPL)](/topic/$aapl) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Intel Corporation (INTC)](/topic/$intc) [Micron Technology, Inc. (MU)](/topic/$mu) [BlackRock Inc (BLK)](/topic/blackrock) [Oracle Corporation (ORCL)](/topic/$orcl) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Bank of America (BAC)](/topic/bank-of-america) [Lowes Companies Inc (LOW)](/topic/$low) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [Capital One Financial Corp. (COF)](/topic/$cof) [Home Depot, Inc. (HD)](/topic/$hd) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [PulteGroup, Inc. (PHM)](/topic/$phm) [SoundHound AI, Inc. Class A Common Stock (SOUN)](/topic/$soun) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [GoDaddy, Inc. (GDDY)](/topic/$gddy) ### Top Social Posts [#](/creator/twitter::705540042/posts) --- Top posts by engagements in the last XX hours "I love smart clients: Q: "What is the recent plunge in Alt Mgmt. names $KKR $BX $APO telling us" Client Aaronπ A: FALLING CREDIT QUALITY trumps FALLING CREDIT SPREADS" [X Link](https://x.com/SamanthaLaDuc/status/1973057371531276546) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-09-30T16:08Z 68K followers, 3192 engagements "US Government as Venture Capitalist & Whale" [X Link](https://x.com/SamanthaLaDuc/status/1974145072733282349) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-03T16:10Z 68K followers, 10.9K engagements "Defense/space tech is a sector that continues its rocket launch from my theme of US Government as Venture Capitalist & Whale. $ASTS $RKLB $UFO" [X Link](https://x.com/SamanthaLaDuc/status/1974158330718540226) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-03T17:03Z 68K followers, 8867 engagements "$ASTS just blew through my price target of $XX given clients / now $XX - after signing a definitive commercial agreement with Verizon $VZ to provide direct-to-cellular AST SpaceMobile service when needed for Verizon customers starting in 2026 ππ«Άπ€―πβπ" [X Link](https://x.com/SamanthaLaDuc/status/1975899281925214587) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-08T12:21Z 68K followers, 7511 engagements "Promise Of US Govt As Venture Capitalist $IWM $UUUU $MP $INTC $MU @HansCashFlow & I discuss our respective plays on this theme - fueling the materials space semi & defense sectors. Its a major tailwind for equities but don't be complacent" [X Link](https://x.com/SamanthaLaDuc/status/1975964169238438191) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-08T16:39Z 68K followers, 6823 engagements "Its a RECESSION INTO ALL TIME HIGHS for Main St The AI cycle drives nominal GDP higher and Wall St higher but that is only driving the high-end consumer spending in the high-end segments of the economy. Re-acelleration for the Haves but NOT the Have-Nots #InflationaryAssets" [X Link](https://x.com/SamanthaLaDuc/status/1976262179490812315) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-09T12:23Z 68K followers, 59.6K engagements "WHAT PRICE TARGET DID I GIVE CLIENTS FOR $QQQ ON MONDAY ππ$583.32ππ AND IT HIT EXACTLY. ππ" [X Link](https://x.com/SamanthaLaDuc/status/1977059103341252902) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-11T17:09Z 68K followers, 13.1K engagements "My point when I warned a few wks ago: CONSUMER LENDING SECTOR IS IN TROUBLE $BX $APO $KKR" [X Link](https://x.com/SamanthaLaDuc/status/1977487616561041780) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-12T21:32Z 68K followers, 11.6K engagements "I keep coming back to this war metals post. π© X. WHY exactly do we view China as the bad actor here - after all these years of peace Because they have or soon will out-perform US in nearly every industrial way And X. And HOW will US Government as Venture Capitalist build this Marshall Plan XXX for industrial survival same time as dollars compete with the current AI DATA CENTER CAPEX BUILDOUT" [X Link](https://x.com/SamanthaLaDuc/status/1977705337420484702) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-13T11:57Z 68K followers, 31.1K engagements "Ironic: One way to prick a MONEY BUBBLE is to invest in real things (inflationary) Vs manias (from perceived future deflation) Again: HOW will US Government as Venture Capitalist build this Marshall Plan XXX for industrial survival same time as dollars compete with current obsession with AI DATA CENTER CAPEX BUILDOUT" [X Link](https://x.com/SamanthaLaDuc/status/1977861414820999243) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-13T22:18Z 68K followers, 15.6K engagements "Now we know why Trump is talking UP his book $BTCUSD" [X Link](https://x.com/SamanthaLaDuc/status/1978485536890191961) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-15T15:38Z 68K followers, 6621 engagements "Hedge Funds in the Cayman Islands are forced buyers of UST - but counted as Foreign buyers to fool US equity & bond holders. Its one big shell game with tether/stablecoins - run by the biggest cons in the biz: BlackRock & Cantor" [X Link](https://x.com/SamanthaLaDuc/status/1978794110380323148) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-16T12:04Z 68K followers, 17.5K engagements "US (G7) exported pollution dollars and treasuries and in exchange we got magnets But now as Trump triggers a trade war and literally threatens China to give US magnets or risk XXX% tariffs: China now controls over XX% of global rare earth processing capacity and has weaponized its advantage. Beijing has blocked exports of key processing technologies making the machinery itselfextraction trains furnaces magnet castersa geopolitical asset. The U.S. and allies cant simply buy their way out" [X Link](https://x.com/SamanthaLaDuc/status/1978803912783155298) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-16T12:43Z 68K followers, 15.2K engagements ""banks in an unusual move borrowed $XXXX billion from the Feds standing repo facility on Thursday" π This - after the sell first and ask questions later dumpage yday. When it comes to credit concerns market isn't going to fall prey to Trump tweets" [X Link](https://x.com/SamanthaLaDuc/status/1979211629796409519) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-17T15:43Z 68K followers, 24.4K engagements "Consumer Lending Correction Has Begun $SOFI $CVNA $KRE $XLF $C I warned again Thursday morning consumer lending sector was rolling over before regional banks crashed. My client watchlist showed all XX were deep red by end of day & why I love running a LIVE trading room" [X Link](https://x.com/SamanthaLaDuc/status/1979233956680638631) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-17T17:12Z 68K followers, 9000 engagements "US Rare Earth Dependency: Not priced in. Not even close. Not possible either Because we are run by idiots We already lost. The market just doesnt know it yet. Victorious warriors win first and then go to war while defeated warriors go to war first and then seek to win. Sun Tzu" [X Link](https://x.com/SamanthaLaDuc/status/1979392871686918589) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-18T03:43Z 68K followers, 55.2K engagements "@silberschmelzer @RealJimChanos @UnicusResearch a bunch of thinks we do to finance $CVNA" [X Link](https://x.com/SamanthaLaDuc/status/1979499012047720753) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-18T10:45Z 68K followers, XXX engagements "And yall wonder why I keep saying past year plus that we have GLOBAL oil demand falling - with price - the market just doesnt know it yet. $WTIC Our Geoffrey warned this China-led EV revolution would replace ICE cars in many countries. @GraphCall π©" [X Link](https://x.com/SamanthaLaDuc/status/1979515597340758403) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-18T11:51Z 68K followers, 7725 engagements "Geoffrey Fouvry our Classical Economist for EDGE clients has been trading brilliantly this year. Long China plays (battery and critical materials) - before they took off on rare earth trade war scares. π Short US consumer lending plays - before the sector tanked this month. Geoffrey is up XXX% YTD and the year isn't overπΊ Get the trade before it happens. Engage directly with Geoffrey for his dollar bond commodity research then get the exact trades before they get discovered and move" [X Link](https://x.com/SamanthaLaDuc/status/1979520267639464003) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-18T12:09Z 68K followers, 7911 engagements "@technicalbias Shite" [X Link](https://x.com/SamanthaLaDuc/status/1979529217697001686) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-18T12:45Z 68K followers, XXX engagements "He just said the quiet part out loud $ORCL #Ellison And no one will stop them because Oracle is part of the grift that is the promise of US exceptionalism and AI tech dominance. Privacy theft is a feature not a bug of Trumps policy" [X Link](https://x.com/SamanthaLaDuc/status/1979550435632689663) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-18T14:09Z 68K followers, 20.1K engagements "NOW DO US RARE EARTH/CRITICAL MINERALS π Seriously we can't just pick on early stage AI/Space/DataCenter darlings. Other than Chamath-owned $MP there are scant mineral/metal/mining companies in US that have any sales or earnings. Potential is not reality. ZERO DOLLAR BOOK" [X Link](https://x.com/SamanthaLaDuc/status/1979564971244626032) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-18T15:07Z 68K followers, 11.5K engagements ""the Banks aren't lending to money consumers or businesses XX% of new loans since SVB have gone to NDFIs- therefore we are not creating new Deposits into the economy No wonder why we are running out of spendable liquidity" π€―π£π€" [X Link](https://x.com/SamanthaLaDuc/status/1979643593448108177) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-18T20:19Z 68K followers, 8716 engagements "AI bulls should take notice - but they probably wont. $RGTI is a symptom of a disease called EGOMANIA and the market is famous I say FAMOUS for keeping that in check. π Can you blame the long list of CEOs selling #SoldToYou #InsiderSales" [X Link](https://x.com/SamanthaLaDuc/status/1979688622216683648) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-18T23:18Z 68K followers, 17.4K engagements "Data centers Digging & Defense - lots of money needed but printing it will be inflationary and rates will rise as trade war with China (rare earth ban et al) spikes US unemployment unless AI productivity & US consumption & private investment offsets . before the round tripping & shadow banking credit crisis triggers the massive leverage unwind built from years of speculative excess & living beyond our means. Fingers & toes crossed" [X Link](https://x.com/SamanthaLaDuc/status/1979898649652891942) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-19T13:13Z 68K followers, 18.2K engagements "@Nebulou42212061 Trump should target taking Australia not Greenland. lol" [X Link](https://x.com/SamanthaLaDuc/status/1979900815037878389) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-19T13:21Z 68K followers, XX engagements "@Salemeh_ Politicians will always prefer policy intervention to dictate price stability or as you say fill the holes Until it becomes a sink hole that widens faster then policies can fix" [X Link](https://x.com/SamanthaLaDuc/status/1979914662067007906) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-19T14:16Z 68K followers, XXX engagements "Is the data center build out money well spent Is the trade war with China and rare earth ban well thought through What will it do to capital markets to have XX YRS of trade policies that benefited US hegemony world peace & globalization fully reverse Sunday Musings" [X Link](https://x.com/SamanthaLaDuc/status/1979915054741885418) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-19T14:18Z 68K followers, 6300 engagements "Trump-Putin redraw Ukraines borders together in Hungary next month" [X Link](https://x.com/SamanthaLaDuc/status/1980010290725945836) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-19T20:36Z 68K followers, 9169 engagements "@Allen58028224 @thrashima QUIN from $BABA is far superior according to @GraphCall" [X Link](https://x.com/SamanthaLaDuc/status/1980310143427572126) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-20T16:28Z 68K followers, XXX engagements "Tell me again. Is it credit drives equities or equities drive credit π€π" [X Link](https://x.com/SamanthaLaDuc/status/1980361330155745504) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-20T19:51Z 68K followers, 6455 engagements "The ZERO DOLLAR BOOK.π₯" [X Link](https://x.com/SamanthaLaDuc/status/1979012879777931303) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-17T02:33Z 68K followers, 63.4K engagements "Powerful words from our Michael Howell the "Liquidity King": "US financial markets are showing signs of a tightening liquidity crisis and the Federal Reserves proposed solutions (i.e. possible end to QT) are insufficient risking a significant market downturn." @crossbordercap" [X Link](https://x.com/SamanthaLaDuc/status/1979579297124794806) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-18T16:04Z 68K followers, 59.7K engagements "Why Gold Not Bitcoin Is The Real Hedge $GLD $BTCUSD $DXY Golds outperformance over stocks and Bitcoin past X years isnt a fluke. Its the result of a structural macro shift driven by China while Western crypto hype only delays the dollars decline" [X Link](https://x.com/SamanthaLaDuc/status/1980318288333926582) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-20T17:00Z 68K followers, 12.2K engagements "Clients also had last wk & again Mon/Tues: "SPX 6735 reached roughly XX days early. VIX XXXXX XXXX target zone now in play; this supports the mechanical bid but is not sustainable unless real money follows."" [X Link](https://x.com/SamanthaLaDuc/status/1980703890162188742) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-21T18:33Z 68K followers, 6284 engagements "Is this where I'm supposed to say "Brace For Impact". π€·β Seriously I must live under a rock (forgive the pun) but I had no idea this was a 'thing' #3IATLAS" [X Link](https://x.com/SamanthaLaDuc/status/1980753349298254069) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-21T21:49Z 68K followers, 27.7K engagements "About That TRAPPED LONG SPOT Warning GOLD JUST HAD A X STANDARD DEVIATION MOVE" [X Link](https://x.com/SamanthaLaDuc/status/1980762929503916425) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-21T22:27Z 68K followers, 3654 engagements "155% Trump Tariffs on China - Nov 1st. Market do you care" [X Link](https://x.com/SamanthaLaDuc/status/1980822475547328887) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-22T02:24Z 68K followers, 14.5K engagements "EXTEND & PRETEND about to hit a wall Studies suggest a X% increase in non-performing loan ratios can decrease GDP growth by XXX% creating vicious cycles where economic weakness worsens credit quality. The concentration of regional bank problems in CRE mirrors historical patterns from the S&L crisis of the 1980s when similar interest rate and real estate pressures caused widespread failures. $XLF $KRE" [X Link](https://x.com/SamanthaLaDuc/status/1981094423397355951) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-22T20:24Z 68K followers, 6928 engagements "Someday it will matter. #1 rare earth metal reserves: China" [X Link](https://x.com/SamanthaLaDuc/status/1884779242774204606) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-01-30T01:42Z 68K followers, 24.8K engagements "It's pretty ironic. Not only did I give clients $ASTS long in Feb but I also rec'd $TMUS short. It started as a cheeky "Long Anti-Musk / Short Musk" trade. π€ ASTS: Recession & Musk-Proof Top Stock Pick" [X Link](https://x.com/SamanthaLaDuc/status/1976048211841216823) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-08T22:13Z 68K followers, 9476 engagements "My Clients knew two months ago exactly where I expected home builders to get rejected. β . And then I pressed this short theme knowing CONSUMER LENDING SECTOR IS IN TROUBLE $XHB $RKT $CVNA $SOFI $AFRM $UPST $COF $APO" [X Link](https://x.com/SamanthaLaDuc/status/1976485745541230763) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-10T03:11Z 68K followers, 9910 engagements "TIMEFRAMES MATTER - ESPECIALLY IN MANIAS @HansCashFlow and I discuss why defining your timeframe & risk tolerance is key when navigating volatile themes like AI Space Metals & Mining where trades can triple fast but crash just as quickly.πΊπ $ASTS $RKLB $SOUN #RareEarth" [X Link](https://x.com/SamanthaLaDuc/status/1977785721223012509) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-13T17:17Z 68K followers, 3611 engagements "FAB SHORTS STILL IN PLAY (this was recorded last Wed with @HansCashFlow.) π $ANF $TMUS $GDDY $XHB Along with weakness in banks and consumer lenders like $C & $GS past X wks INTO earnings. All while AI metals & mining were running into the hot hot sun" [X Link](https://x.com/SamanthaLaDuc/status/1978139399905763757) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-14T16:42Z 68K followers, 3697 engagements "Your Production for Security is my US government as venture capitalist thesis I wrote about for clients last month. And with many of the same Trade Ideas in play and highlighting of limitations in play - excellent piece Peter. I think the bit about reverse-Maslow could be explored further since thats the big risk in having our own low-wage citizens suffer under the weight of these inflationary policies and trade wars. Trumps ambition does not match Chinas advantage " [X Link](https://x.com/SamanthaLaDuc/status/1979171512587313194) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-17T13:03Z 68K followers, XXX engagements "If true WATCH THE DOLLAR #Silver #India" [X Link](https://x.com/SamanthaLaDuc/status/1979957366868120050) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-19T17:06Z 68K followers, 31K engagements "Golds Perfect Storm Is Here $GLD $BTCUSD $DXY Golds breakout is a macro story driven by fiscal dominance de-dollarization debasement inflation and global central bank demand and why Bitcoin isnt the hedge many think" [X Link](https://x.com/SamanthaLaDuc/status/1979977358699348007) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-19T18:26Z 68K followers, 13.7K engagements "Consensus bulls are BULLISH ππ€·βπ€ͺ Earnings Ai Option flow seasonality peace why not. Nothing else priced in until macro event risk interrupts the bullish flow. #USD #10Y $USDJPY #TradeWar #War" [X Link](https://x.com/SamanthaLaDuc/status/1980348727861866969) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-20T19:01Z 68K followers, 10.6K engagements "The study found that all told nearly XXX drugs used in the US depend on ingredients that are solely produced in China. Market show me you care. $XBI $IBB $XLV" [X Link](https://x.com/SamanthaLaDuc/status/1980416982760747319) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-20T23:32Z 68K followers, 6385 engagements "@TFMkts Trump XXX and slowly/strategically. This stuff is chaotic/dangerous" [X Link](https://x.com/SamanthaLaDuc/status/1980622758615580917) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-21T13:10Z 68K followers, XXX engagements "this is just a speculative unproven conspiracy theory I've read on the internet that tries to explain why Carvana's CEO sells so much stock daily. $CVNA" [X Link](https://x.com/SamanthaLaDuc/status/1974205836441375051) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-03T20:12Z 68K followers, 6780 engagements "Uranium and nuclear energy plays are so old theyre new And being/staying long and strong has rewarded the patient value investors while helping to diversify portfolios away from the passive & tech-focused concentration risk- all without sacrificing the alpha. $CCJ $URA $FLR $SMR $PWR $BWXT (link below)" [X Link](https://x.com/SamanthaLaDuc/status/1974554316934443263) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-04T19:16Z 68K followers, 3278 engagements "@WaveGodMcFly @DarioCpx @kashyap286 @FinanceLancelot @JG_Nuke @TheMaverickWS @great_martis @maneco1964 @KingKong9888 @MichaelMOTTCM @NorthmanTrader @zerohedge @DowdEdward @VladTheInflator @peruvian_bull @kshaughnessy2 @DiMartinoBooth @m3_melody @themarketsniper @UnicusResearch @GraphCall" [X Link](https://x.com/SamanthaLaDuc/status/1975671954960269520) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-07T21:17Z 68K followers, XXX engagements "Are we broadening out or squeezing hedge funds who are short Russell2000 XX% are unprofitablele: $IWM Since 4/8/25 per Bloomberg: Profitable players: +22% Unprofitable +53% Per $GS: Current 1-month return of most concentrated short stocks vs. history: 98th %ile since 1995" [X Link](https://x.com/SamanthaLaDuc/status/1976073402193739829) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-08T23:53Z 68K followers, 8853 engagements "Im starting to wonder if these swaps - Argentina 2x now; South Korea next - is less a bail-out for them and more a bail-in for US to recycle dollars as falling demand from debasement de-dollarizarion & devaluation bids Gold S. KOREA SEEKS ARGENTINA-STYLE CURRENCY SWAP WITH US: MUNHWA" [X Link](https://x.com/SamanthaLaDuc/status/1978790107898400781) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-16T11:48Z 68K followers, 8453 engagements "The Zero Dollar Club $ASTS $USAR $UAMY . Trade War & US Government-backed sector rotation themes we've been long like uranium space rare earths & precious metal stocks echo the 2021 SPAC mania. Cue The Zero Dollar Club profit-taking $LAC $TMC $NNE" [X Link](https://x.com/SamanthaLaDuc/status/1978906530121466253) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-16T19:30Z 68K followers, 12.4K engagements "Bears Reminding: WE HAD THIS CONVERSATION ALREADY Consumer Lending Sector Is In Trouble π£ SEPT 30TH MY WATCHLIST OF XX SHORTS I review live with clients daily is a sea of red (great for our shorts) because regional banks hit by bad loans headline finally breaksπ" [X Link](https://x.com/SamanthaLaDuc/status/1978917263622197528) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-16T20:13Z 68K followers, 34.9K engagements "This has become one of worst chart crimes on fintwit. It is result of traders arbitraging price gap in China between physical gold and futures buying cheaper gold on spot market and delivering it to exchanges warehouse where can be used to offset sales of futures. Not the amount of gold China is buying. @RichardTCasey" [X Link](https://x.com/SamanthaLaDuc/status/1979527402729386307) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-18T12:38Z 68K followers, 33.9K engagements "Spot on: Many wonder why countries almost never retaliate when the US imposes sanctions or export controls. The answer is simple: they can't. They lack the alternatives the technology the supply chains. China is the first country that systematically worked to eliminate every single pressure point with humongous efforts. It's not just helium: it's chips energy telecommunication pharmaceuticals etc. That's why the rare earth card can finally be played now. Not because China suddenly became aggressive but because they have developed the capabilities to say "no."" [X Link](https://x.com/SamanthaLaDuc/status/1979909959983800421) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-19T13:58Z 68K followers, 71.6K engagements "Again THIS IS THE MANHATTAN PROJECT XXX $BABA $NVDA #DeepSeek #AI WINNER TAKE ALL" [X Link](https://x.com/SamanthaLaDuc/status/1980106680223531078) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-20T02:59Z 68K followers, 17.7K engagements "One of the largest ponzis on the planet - JAPAN -(buying its own bonds & equities while devaluing its currency so NDX can rally incessently) just authorized - read: FORCED - its 'nationalized' BANKS to support another ponzi (BITCOIN). And folks think this is bullishπ #DXY #UST" [X Link](https://x.com/SamanthaLaDuc/status/1980308978572906984) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-20T16:23Z 68K followers, 23.1K engagements "Do People Factcheck ANYTHING Trump says In about a year from now well have so much critical mineral and rare earths that you wont know what to do with them. Trump today after meeting with Australia's PM. "Albanese said the deal represented an $XXX billion pipeline that we have ready to go.' Really define "ready" So why am I calling this out as largey unhelpful to US national defense in support of Trump's trade war with China (read: distraction lies for bulls to believe blindly) Australia lacks its own large-scale rare earth REFINING capacity a process where NINETY PERCENT of the world's" [X Link](https://x.com/SamanthaLaDuc/status/1980313371816624561) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-20T16:41Z 68K followers, 37.2K engagements "I wouldn't know π" [X Link](https://x.com/SamanthaLaDuc/status/1980359685443305921) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-20T19:45Z 68K followers, 6297 engagements "How China won the trade war: Slowly then all at once" [X Link](https://x.com/SamanthaLaDuc/status/1980429091565367473) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-21T00:21Z 68K followers, 12.7K engagements "Last Tues marked an intermediary top in these high-fliers. πWhat's next Just sent a client post: October XX 2025 Live Trading Room Market Recap & Trades "MARKET WRAP STRUCTURALLY CONTRIVED OPTION-DRIVEN RALLY" Upgrade to Pro in SS OR Join Us LIVE at" [X Link](https://x.com/SamanthaLaDuc/status/1980443972431417563) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-21T01:20Z 68K followers, 9544 engagements "I did try to warn $SLV $GLD $GDX $GDXJ" [X Link](https://x.com/SamanthaLaDuc/status/1980618092305678787) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-21T12:52Z 68K followers, 19.9K engagements "METAL SQUEEZE TRIGGERS FUNDING STRESS TRIGGERS PARABOLA BREAKDOWN OF TRAPPED LONGS TRIGGERS SECTOR VOLATILITY & LIQUIDATION $GDX $GDXJ $SLV $GLD $PALL $PLG $XME On cue as I warned clients Oct 7th & 16th Upgrade to Pro or JOIN US LIVE π―π₯" [X Link](https://x.com/SamanthaLaDuc/status/1980658685992141254) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-21T15:33Z 68K followers, 18.8K engagements "YES - "quality degrades like photocopying a photocopy. Rare ideas disappear. Everything converges to generic sameness." Original thought & critical thinking are a super power ππ" [X Link](https://x.com/SamanthaLaDuc/status/1980664270779216113) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-21T15:55Z 68K followers, 7085 engagements "Early but not wrong: private credit boom and the subprime debt crisis parallels" [X Link](https://x.com/SamanthaLaDuc/status/1980683278391591361) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-21T17:11Z 68K followers, 5599 engagements "DUH #AI #BrainRot" [X Link](https://x.com/SamanthaLaDuc/status/1980689521093013685) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-21T17:35Z 68K followers, 6925 engagements "And Trump may or may not meet with Xi. Tune it out until November 5th when the US Supreme Court will begin hearing arguments about the legality of President Donald Trump's tariffs. π" [X Link](https://x.com/SamanthaLaDuc/status/1980730828570452068) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-21T20:20Z 68K followers, 7138 engagements "That whole dog & pony show on full display for YEARS about Bitcoin staying outside fiat & TradFi is yet another pile of poop - as HODLers migrate to the safe embrace of THE ESTABLISHMENT. $BTCUSD #Crypto $ETHUSD #RogueMoneyBlues" [X Link](https://x.com/SamanthaLaDuc/status/1980983481405747647) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-22T13:04Z 68K followers, 2786 engagements "Data Center Buildout Drama is getting a wellness check. $GEV $VRT $APH $APLD" [X Link](https://x.com/SamanthaLaDuc/status/1981002460891332772) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-22T14:19Z 68K followers, 3722 engagements "NAILED. THIS. SELLOFF. LIVE. $SPX $VIX $QQQ" [X Link](https://x.com/SamanthaLaDuc/status/1981038552868594157) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-22T16:42Z 68K followers, 4012 engagements "Trump Admin buying XXXX% of its actual SPR inventory isn't really much (with only 13m YTD). Especially compared to past couple of years. π€ It might put a psychological floor in for now but doesn't fix global falling demand for oil. #RBOB $WTIC" [X Link](https://x.com/SamanthaLaDuc/status/1981046038518431994) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-22T17:12Z 68K followers, 2959 engagements "Bears repeating. Data Center Buildout Drama is getting a wellness check since last week. Maybe trade war with China; Capex drawing down FCF; and GDP contraction risks from AI job losses is finally getting priced in" [X Link](https://x.com/SamanthaLaDuc/status/1981050995028132160) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-22T17:32Z 68K followers, 7570 engagements "like clockwork. funding stress in collateral trades (gold bonds FX credit) = forced selling = triggers volatility across sectors (especially overbought ones)" [X Link](https://x.com/SamanthaLaDuc/status/1981061328904032698) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-22T18:13Z 68K followers, 6035 engagements "Finally Gold $GLD $SLV On Oct 16th I discussed how fiscal dominance dollar debasement are fueling a powerful bull run in gold & silver with institutions rushing inbut warning that this parabolic move would face sharp pullbacks in Oct as momentum fades" [X Link](https://x.com/SamanthaLaDuc/status/1981077830311018572) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-22T19:18Z 68K followers, 4816 engagements "Anyone else worried Quantum is Bitcoin's end Geoffrey pushes back: 'just because "nothingness" with a complex encryption exists and you are able to break the encryption of the nothingness it's still nothingness just de-encrypted' π€£π― @GraphCall" [X Link](https://x.com/SamanthaLaDuc/status/1981085540028936570) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-22T19:49Z 68K followers, 15.2K engagements ""and in this instance the poet meant that China is meant to eventually be reunified" with Taiwan (actually: Taiwan Macau and Hong Kong) #EndGames" [X Link](https://x.com/SamanthaLaDuc/status/1981108693224899057) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-22T21:21Z 68K followers, 5526 engagements "$28-$42B X X Prior to 2021 this semi IPO news would have been considered for Hong Kong with US ADR listing but now MAINLAND CHINA keeps the capital AND the capital gains. Yangtze Memory Technologies Co. (YMTC) ChangXin Memory Technologies (CXMT) MONEY STAYS HOME" [X Link](https://x.com/SamanthaLaDuc/status/1981199841398313303) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) 2025-10-23T03:23Z 68K followers, 3778 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@SamanthaLaDuc Samantha LaDucSamantha LaDuc posts on X about china, trade war, money, $asts the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance #4286 countries XXXXX% stocks XXXXX% cryptocurrencies #7699 technology brands XXXX% travel destinations XXXX% automotive brands XXXX% events XXXX% currencies XXXX% social networks XXXX%
Social topic influence china #1085, trade war #42, money 3.47%, $asts #237, bitcoin #2707, $gld #14, $btcusd #2, $cvna #234, $apo #52, gdp #44
Top accounts mentioned or mentioned by @graphcall @macauleyjim @dapstats @wavegodmcfly @mothercabrininy @acrossthespread @hanscashflow @technicalbias @richardhirschs1 @sehrlangsam2 @stockstormx @derivativesdon @tfmkts @juliajeler @brodebox @dwhit44986 @kingkong9888 @aureliusltd28 @unicusresearch @brandonmoretz
Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Bitcoin (BTC) SPDR GOLD ETF (GLD) Carvana Co. (CVNA) Apollo Global Management, Inc. (APO) KKR & Co, Inc. (KKR) Blackstone, Inc. (BX) Rocket Lab USA, Inc. Common Stock (RKLB) MP Materials Corp. (MP) RAI Finance (SOFI) Alibaba Group (BABA) T-Mobile (TMUS) GammaSwap (GS) Uniform Fiscal Object (UFO) Verizon Communications Inc. (VZ) Apple, Inc. (AAPL) Energy Fuels Inc. (UUUU) Intel Corporation (INTC) Micron Technology, Inc. (MU) BlackRock Inc (BLK) Oracle Corporation (ORCL) Rigetti Computing, Inc. Common Stock (RGTI) Bank of America (BAC) Lowes Companies Inc (LOW) Affirm Holdings, Inc. Class A Common Stock (AFRM) Capital One Financial Corp. (COF) Home Depot, Inc. (HD) Rocket Companies, Inc. (RKT) Upstart Holdings, Inc. Common stock (UPST) PulteGroup, Inc. (PHM) SoundHound AI, Inc. Class A Common Stock (SOUN) Abercrombie & Fitch Co. (ANF) GoDaddy, Inc. (GDDY)
Top posts by engagements in the last XX hours
"I love smart clients: Q: "What is the recent plunge in Alt Mgmt. names $KKR $BX $APO telling us" Client Aaronπ A: FALLING CREDIT QUALITY trumps FALLING CREDIT SPREADS"
X Link @SamanthaLaDuc 2025-09-30T16:08Z 68K followers, 3192 engagements
"US Government as Venture Capitalist & Whale"
X Link @SamanthaLaDuc 2025-10-03T16:10Z 68K followers, 10.9K engagements
"Defense/space tech is a sector that continues its rocket launch from my theme of US Government as Venture Capitalist & Whale. $ASTS $RKLB $UFO"
X Link @SamanthaLaDuc 2025-10-03T17:03Z 68K followers, 8867 engagements
"$ASTS just blew through my price target of $XX given clients / now $XX - after signing a definitive commercial agreement with Verizon $VZ to provide direct-to-cellular AST SpaceMobile service when needed for Verizon customers starting in 2026 ππ«Άπ€―πβπ"
X Link @SamanthaLaDuc 2025-10-08T12:21Z 68K followers, 7511 engagements
"Promise Of US Govt As Venture Capitalist $IWM $UUUU $MP $INTC $MU @HansCashFlow & I discuss our respective plays on this theme - fueling the materials space semi & defense sectors. Its a major tailwind for equities but don't be complacent"
X Link @SamanthaLaDuc 2025-10-08T16:39Z 68K followers, 6823 engagements
"Its a RECESSION INTO ALL TIME HIGHS for Main St The AI cycle drives nominal GDP higher and Wall St higher but that is only driving the high-end consumer spending in the high-end segments of the economy. Re-acelleration for the Haves but NOT the Have-Nots #InflationaryAssets"
X Link @SamanthaLaDuc 2025-10-09T12:23Z 68K followers, 59.6K engagements
"WHAT PRICE TARGET DID I GIVE CLIENTS FOR $QQQ ON MONDAY ππ$583.32ππ AND IT HIT EXACTLY. ππ"
X Link @SamanthaLaDuc 2025-10-11T17:09Z 68K followers, 13.1K engagements
"My point when I warned a few wks ago: CONSUMER LENDING SECTOR IS IN TROUBLE $BX $APO $KKR"
X Link @SamanthaLaDuc 2025-10-12T21:32Z 68K followers, 11.6K engagements
"I keep coming back to this war metals post. π© X. WHY exactly do we view China as the bad actor here - after all these years of peace Because they have or soon will out-perform US in nearly every industrial way And X. And HOW will US Government as Venture Capitalist build this Marshall Plan XXX for industrial survival same time as dollars compete with the current AI DATA CENTER CAPEX BUILDOUT"
X Link @SamanthaLaDuc 2025-10-13T11:57Z 68K followers, 31.1K engagements
"Ironic: One way to prick a MONEY BUBBLE is to invest in real things (inflationary) Vs manias (from perceived future deflation) Again: HOW will US Government as Venture Capitalist build this Marshall Plan XXX for industrial survival same time as dollars compete with current obsession with AI DATA CENTER CAPEX BUILDOUT"
X Link @SamanthaLaDuc 2025-10-13T22:18Z 68K followers, 15.6K engagements
"Now we know why Trump is talking UP his book $BTCUSD"
X Link @SamanthaLaDuc 2025-10-15T15:38Z 68K followers, 6621 engagements
"Hedge Funds in the Cayman Islands are forced buyers of UST - but counted as Foreign buyers to fool US equity & bond holders. Its one big shell game with tether/stablecoins - run by the biggest cons in the biz: BlackRock & Cantor"
X Link @SamanthaLaDuc 2025-10-16T12:04Z 68K followers, 17.5K engagements
"US (G7) exported pollution dollars and treasuries and in exchange we got magnets But now as Trump triggers a trade war and literally threatens China to give US magnets or risk XXX% tariffs: China now controls over XX% of global rare earth processing capacity and has weaponized its advantage. Beijing has blocked exports of key processing technologies making the machinery itselfextraction trains furnaces magnet castersa geopolitical asset. The U.S. and allies cant simply buy their way out"
X Link @SamanthaLaDuc 2025-10-16T12:43Z 68K followers, 15.2K engagements
""banks in an unusual move borrowed $XXXX billion from the Feds standing repo facility on Thursday" π This - after the sell first and ask questions later dumpage yday. When it comes to credit concerns market isn't going to fall prey to Trump tweets"
X Link @SamanthaLaDuc 2025-10-17T15:43Z 68K followers, 24.4K engagements
"Consumer Lending Correction Has Begun $SOFI $CVNA $KRE $XLF $C I warned again Thursday morning consumer lending sector was rolling over before regional banks crashed. My client watchlist showed all XX were deep red by end of day & why I love running a LIVE trading room"
X Link @SamanthaLaDuc 2025-10-17T17:12Z 68K followers, 9000 engagements
"US Rare Earth Dependency: Not priced in. Not even close. Not possible either Because we are run by idiots We already lost. The market just doesnt know it yet. Victorious warriors win first and then go to war while defeated warriors go to war first and then seek to win. Sun Tzu"
X Link @SamanthaLaDuc 2025-10-18T03:43Z 68K followers, 55.2K engagements
"@silberschmelzer @RealJimChanos @UnicusResearch a bunch of thinks we do to finance $CVNA"
X Link @SamanthaLaDuc 2025-10-18T10:45Z 68K followers, XXX engagements
"And yall wonder why I keep saying past year plus that we have GLOBAL oil demand falling - with price - the market just doesnt know it yet. $WTIC Our Geoffrey warned this China-led EV revolution would replace ICE cars in many countries. @GraphCall π©"
X Link @SamanthaLaDuc 2025-10-18T11:51Z 68K followers, 7725 engagements
"Geoffrey Fouvry our Classical Economist for EDGE clients has been trading brilliantly this year. Long China plays (battery and critical materials) - before they took off on rare earth trade war scares. π Short US consumer lending plays - before the sector tanked this month. Geoffrey is up XXX% YTD and the year isn't overπΊ Get the trade before it happens. Engage directly with Geoffrey for his dollar bond commodity research then get the exact trades before they get discovered and move"
X Link @SamanthaLaDuc 2025-10-18T12:09Z 68K followers, 7911 engagements
"@technicalbias Shite"
X Link @SamanthaLaDuc 2025-10-18T12:45Z 68K followers, XXX engagements
"He just said the quiet part out loud $ORCL #Ellison And no one will stop them because Oracle is part of the grift that is the promise of US exceptionalism and AI tech dominance. Privacy theft is a feature not a bug of Trumps policy"
X Link @SamanthaLaDuc 2025-10-18T14:09Z 68K followers, 20.1K engagements
"NOW DO US RARE EARTH/CRITICAL MINERALS π Seriously we can't just pick on early stage AI/Space/DataCenter darlings. Other than Chamath-owned $MP there are scant mineral/metal/mining companies in US that have any sales or earnings. Potential is not reality. ZERO DOLLAR BOOK"
X Link @SamanthaLaDuc 2025-10-18T15:07Z 68K followers, 11.5K engagements
""the Banks aren't lending to money consumers or businesses XX% of new loans since SVB have gone to NDFIs- therefore we are not creating new Deposits into the economy No wonder why we are running out of spendable liquidity" π€―π£π€"
X Link @SamanthaLaDuc 2025-10-18T20:19Z 68K followers, 8716 engagements
"AI bulls should take notice - but they probably wont. $RGTI is a symptom of a disease called EGOMANIA and the market is famous I say FAMOUS for keeping that in check. π Can you blame the long list of CEOs selling #SoldToYou #InsiderSales"
X Link @SamanthaLaDuc 2025-10-18T23:18Z 68K followers, 17.4K engagements
"Data centers Digging & Defense - lots of money needed but printing it will be inflationary and rates will rise as trade war with China (rare earth ban et al) spikes US unemployment unless AI productivity & US consumption & private investment offsets . before the round tripping & shadow banking credit crisis triggers the massive leverage unwind built from years of speculative excess & living beyond our means. Fingers & toes crossed"
X Link @SamanthaLaDuc 2025-10-19T13:13Z 68K followers, 18.2K engagements
"@Nebulou42212061 Trump should target taking Australia not Greenland. lol"
X Link @SamanthaLaDuc 2025-10-19T13:21Z 68K followers, XX engagements
"@Salemeh_ Politicians will always prefer policy intervention to dictate price stability or as you say fill the holes Until it becomes a sink hole that widens faster then policies can fix"
X Link @SamanthaLaDuc 2025-10-19T14:16Z 68K followers, XXX engagements
"Is the data center build out money well spent Is the trade war with China and rare earth ban well thought through What will it do to capital markets to have XX YRS of trade policies that benefited US hegemony world peace & globalization fully reverse Sunday Musings"
X Link @SamanthaLaDuc 2025-10-19T14:18Z 68K followers, 6300 engagements
"Trump-Putin redraw Ukraines borders together in Hungary next month"
X Link @SamanthaLaDuc 2025-10-19T20:36Z 68K followers, 9169 engagements
"@Allen58028224 @thrashima QUIN from $BABA is far superior according to @GraphCall"
X Link @SamanthaLaDuc 2025-10-20T16:28Z 68K followers, XXX engagements
"Tell me again. Is it credit drives equities or equities drive credit π€π"
X Link @SamanthaLaDuc 2025-10-20T19:51Z 68K followers, 6455 engagements
"The ZERO DOLLAR BOOK.π₯"
X Link @SamanthaLaDuc 2025-10-17T02:33Z 68K followers, 63.4K engagements
"Powerful words from our Michael Howell the "Liquidity King": "US financial markets are showing signs of a tightening liquidity crisis and the Federal Reserves proposed solutions (i.e. possible end to QT) are insufficient risking a significant market downturn." @crossbordercap"
X Link @SamanthaLaDuc 2025-10-18T16:04Z 68K followers, 59.7K engagements
"Why Gold Not Bitcoin Is The Real Hedge $GLD $BTCUSD $DXY Golds outperformance over stocks and Bitcoin past X years isnt a fluke. Its the result of a structural macro shift driven by China while Western crypto hype only delays the dollars decline"
X Link @SamanthaLaDuc 2025-10-20T17:00Z 68K followers, 12.2K engagements
"Clients also had last wk & again Mon/Tues: "SPX 6735 reached roughly XX days early. VIX XXXXX XXXX target zone now in play; this supports the mechanical bid but is not sustainable unless real money follows.""
X Link @SamanthaLaDuc 2025-10-21T18:33Z 68K followers, 6284 engagements
"Is this where I'm supposed to say "Brace For Impact". π€·β Seriously I must live under a rock (forgive the pun) but I had no idea this was a 'thing' #3IATLAS"
X Link @SamanthaLaDuc 2025-10-21T21:49Z 68K followers, 27.7K engagements
"About That TRAPPED LONG SPOT Warning GOLD JUST HAD A X STANDARD DEVIATION MOVE"
X Link @SamanthaLaDuc 2025-10-21T22:27Z 68K followers, 3654 engagements
"155% Trump Tariffs on China - Nov 1st. Market do you care"
X Link @SamanthaLaDuc 2025-10-22T02:24Z 68K followers, 14.5K engagements
"EXTEND & PRETEND about to hit a wall Studies suggest a X% increase in non-performing loan ratios can decrease GDP growth by XXX% creating vicious cycles where economic weakness worsens credit quality. The concentration of regional bank problems in CRE mirrors historical patterns from the S&L crisis of the 1980s when similar interest rate and real estate pressures caused widespread failures. $XLF $KRE"
X Link @SamanthaLaDuc 2025-10-22T20:24Z 68K followers, 6928 engagements
"Someday it will matter. #1 rare earth metal reserves: China"
X Link @SamanthaLaDuc 2025-01-30T01:42Z 68K followers, 24.8K engagements
"It's pretty ironic. Not only did I give clients $ASTS long in Feb but I also rec'd $TMUS short. It started as a cheeky "Long Anti-Musk / Short Musk" trade. π€ ASTS: Recession & Musk-Proof Top Stock Pick"
X Link @SamanthaLaDuc 2025-10-08T22:13Z 68K followers, 9476 engagements
"My Clients knew two months ago exactly where I expected home builders to get rejected. β
. And then I pressed this short theme knowing CONSUMER LENDING SECTOR IS IN TROUBLE $XHB $RKT $CVNA $SOFI $AFRM $UPST $COF $APO"
X Link @SamanthaLaDuc 2025-10-10T03:11Z 68K followers, 9910 engagements
"TIMEFRAMES MATTER - ESPECIALLY IN MANIAS @HansCashFlow and I discuss why defining your timeframe & risk tolerance is key when navigating volatile themes like AI Space Metals & Mining where trades can triple fast but crash just as quickly.πΊπ $ASTS $RKLB $SOUN #RareEarth"
X Link @SamanthaLaDuc 2025-10-13T17:17Z 68K followers, 3611 engagements
"FAB SHORTS STILL IN PLAY (this was recorded last Wed with @HansCashFlow.) π $ANF $TMUS $GDDY $XHB Along with weakness in banks and consumer lenders like $C & $GS past X wks INTO earnings. All while AI metals & mining were running into the hot hot sun"
X Link @SamanthaLaDuc 2025-10-14T16:42Z 68K followers, 3697 engagements
"Your Production for Security is my US government as venture capitalist thesis I wrote about for clients last month. And with many of the same Trade Ideas in play and highlighting of limitations in play - excellent piece Peter. I think the bit about reverse-Maslow could be explored further since thats the big risk in having our own low-wage citizens suffer under the weight of these inflationary policies and trade wars. Trumps ambition does not match Chinas advantage "
X Link @SamanthaLaDuc 2025-10-17T13:03Z 68K followers, XXX engagements
"If true WATCH THE DOLLAR #Silver #India"
X Link @SamanthaLaDuc 2025-10-19T17:06Z 68K followers, 31K engagements
"Golds Perfect Storm Is Here $GLD $BTCUSD $DXY Golds breakout is a macro story driven by fiscal dominance de-dollarization debasement inflation and global central bank demand and why Bitcoin isnt the hedge many think"
X Link @SamanthaLaDuc 2025-10-19T18:26Z 68K followers, 13.7K engagements
"Consensus bulls are BULLISH ππ€·βπ€ͺ Earnings Ai Option flow seasonality peace why not. Nothing else priced in until macro event risk interrupts the bullish flow. #USD #10Y $USDJPY #TradeWar #War"
X Link @SamanthaLaDuc 2025-10-20T19:01Z 68K followers, 10.6K engagements
"The study found that all told nearly XXX drugs used in the US depend on ingredients that are solely produced in China. Market show me you care. $XBI $IBB $XLV"
X Link @SamanthaLaDuc 2025-10-20T23:32Z 68K followers, 6385 engagements
"@TFMkts Trump XXX and slowly/strategically. This stuff is chaotic/dangerous"
X Link @SamanthaLaDuc 2025-10-21T13:10Z 68K followers, XXX engagements
"this is just a speculative unproven conspiracy theory I've read on the internet that tries to explain why Carvana's CEO sells so much stock daily. $CVNA"
X Link @SamanthaLaDuc 2025-10-03T20:12Z 68K followers, 6780 engagements
"Uranium and nuclear energy plays are so old theyre new And being/staying long and strong has rewarded the patient value investors while helping to diversify portfolios away from the passive & tech-focused concentration risk- all without sacrificing the alpha. $CCJ $URA $FLR $SMR $PWR $BWXT (link below)"
X Link @SamanthaLaDuc 2025-10-04T19:16Z 68K followers, 3278 engagements
"@WaveGodMcFly @DarioCpx @kashyap286 @FinanceLancelot @JG_Nuke @TheMaverickWS @great_martis @maneco1964 @KingKong9888 @MichaelMOTTCM @NorthmanTrader @zerohedge @DowdEdward @VladTheInflator @peruvian_bull @kshaughnessy2 @DiMartinoBooth @m3_melody @themarketsniper @UnicusResearch @GraphCall"
X Link @SamanthaLaDuc 2025-10-07T21:17Z 68K followers, XXX engagements
"Are we broadening out or squeezing hedge funds who are short Russell2000 XX% are unprofitablele: $IWM Since 4/8/25 per Bloomberg: Profitable players: +22% Unprofitable +53% Per $GS: Current 1-month return of most concentrated short stocks vs. history: 98th %ile since 1995"
X Link @SamanthaLaDuc 2025-10-08T23:53Z 68K followers, 8853 engagements
"Im starting to wonder if these swaps - Argentina 2x now; South Korea next - is less a bail-out for them and more a bail-in for US to recycle dollars as falling demand from debasement de-dollarizarion & devaluation bids Gold S. KOREA SEEKS ARGENTINA-STYLE CURRENCY SWAP WITH US: MUNHWA"
X Link @SamanthaLaDuc 2025-10-16T11:48Z 68K followers, 8453 engagements
"The Zero Dollar Club $ASTS $USAR $UAMY . Trade War & US Government-backed sector rotation themes we've been long like uranium space rare earths & precious metal stocks echo the 2021 SPAC mania. Cue The Zero Dollar Club profit-taking $LAC $TMC $NNE"
X Link @SamanthaLaDuc 2025-10-16T19:30Z 68K followers, 12.4K engagements
"Bears Reminding: WE HAD THIS CONVERSATION ALREADY Consumer Lending Sector Is In Trouble π£ SEPT 30TH MY WATCHLIST OF XX SHORTS I review live with clients daily is a sea of red (great for our shorts) because regional banks hit by bad loans headline finally breaksπ"
X Link @SamanthaLaDuc 2025-10-16T20:13Z 68K followers, 34.9K engagements
"This has become one of worst chart crimes on fintwit. It is result of traders arbitraging price gap in China between physical gold and futures buying cheaper gold on spot market and delivering it to exchanges warehouse where can be used to offset sales of futures. Not the amount of gold China is buying. @RichardTCasey"
X Link @SamanthaLaDuc 2025-10-18T12:38Z 68K followers, 33.9K engagements
"Spot on: Many wonder why countries almost never retaliate when the US imposes sanctions or export controls. The answer is simple: they can't. They lack the alternatives the technology the supply chains. China is the first country that systematically worked to eliminate every single pressure point with humongous efforts. It's not just helium: it's chips energy telecommunication pharmaceuticals etc. That's why the rare earth card can finally be played now. Not because China suddenly became aggressive but because they have developed the capabilities to say "no.""
X Link @SamanthaLaDuc 2025-10-19T13:58Z 68K followers, 71.6K engagements
"Again THIS IS THE MANHATTAN PROJECT XXX $BABA $NVDA #DeepSeek #AI WINNER TAKE ALL"
X Link @SamanthaLaDuc 2025-10-20T02:59Z 68K followers, 17.7K engagements
"One of the largest ponzis on the planet - JAPAN -(buying its own bonds & equities while devaluing its currency so NDX can rally incessently) just authorized - read: FORCED - its 'nationalized' BANKS to support another ponzi (BITCOIN). And folks think this is bullishπ #DXY #UST"
X Link @SamanthaLaDuc 2025-10-20T16:23Z 68K followers, 23.1K engagements
"Do People Factcheck ANYTHING Trump says In about a year from now well have so much critical mineral and rare earths that you wont know what to do with them. Trump today after meeting with Australia's PM. "Albanese said the deal represented an $XXX billion pipeline that we have ready to go.' Really define "ready" So why am I calling this out as largey unhelpful to US national defense in support of Trump's trade war with China (read: distraction lies for bulls to believe blindly) Australia lacks its own large-scale rare earth REFINING capacity a process where NINETY PERCENT of the world's"
X Link @SamanthaLaDuc 2025-10-20T16:41Z 68K followers, 37.2K engagements
"I wouldn't know π"
X Link @SamanthaLaDuc 2025-10-20T19:45Z 68K followers, 6297 engagements
"How China won the trade war: Slowly then all at once"
X Link @SamanthaLaDuc 2025-10-21T00:21Z 68K followers, 12.7K engagements
"Last Tues marked an intermediary top in these high-fliers. πWhat's next Just sent a client post: October XX 2025 Live Trading Room Market Recap & Trades "MARKET WRAP STRUCTURALLY CONTRIVED OPTION-DRIVEN RALLY" Upgrade to Pro in SS OR Join Us LIVE at"
X Link @SamanthaLaDuc 2025-10-21T01:20Z 68K followers, 9544 engagements
"I did try to warn $SLV $GLD $GDX $GDXJ"
X Link @SamanthaLaDuc 2025-10-21T12:52Z 68K followers, 19.9K engagements
"METAL SQUEEZE TRIGGERS FUNDING STRESS TRIGGERS PARABOLA BREAKDOWN OF TRAPPED LONGS TRIGGERS SECTOR VOLATILITY & LIQUIDATION $GDX $GDXJ $SLV $GLD $PALL $PLG $XME On cue as I warned clients Oct 7th & 16th Upgrade to Pro or JOIN US LIVE π―π₯"
X Link @SamanthaLaDuc 2025-10-21T15:33Z 68K followers, 18.8K engagements
"YES - "quality degrades like photocopying a photocopy. Rare ideas disappear. Everything converges to generic sameness." Original thought & critical thinking are a super power ππ"
X Link @SamanthaLaDuc 2025-10-21T15:55Z 68K followers, 7085 engagements
"Early but not wrong: private credit boom and the subprime debt crisis parallels"
X Link @SamanthaLaDuc 2025-10-21T17:11Z 68K followers, 5599 engagements
"DUH #AI #BrainRot"
X Link @SamanthaLaDuc 2025-10-21T17:35Z 68K followers, 6925 engagements
"And Trump may or may not meet with Xi. Tune it out until November 5th when the US Supreme Court will begin hearing arguments about the legality of President Donald Trump's tariffs. π"
X Link @SamanthaLaDuc 2025-10-21T20:20Z 68K followers, 7138 engagements
"That whole dog & pony show on full display for YEARS about Bitcoin staying outside fiat & TradFi is yet another pile of poop - as HODLers migrate to the safe embrace of THE ESTABLISHMENT. $BTCUSD #Crypto $ETHUSD #RogueMoneyBlues"
X Link @SamanthaLaDuc 2025-10-22T13:04Z 68K followers, 2786 engagements
"Data Center Buildout Drama is getting a wellness check. $GEV $VRT $APH $APLD"
X Link @SamanthaLaDuc 2025-10-22T14:19Z 68K followers, 3722 engagements
"NAILED. THIS. SELLOFF. LIVE. $SPX $VIX $QQQ"
X Link @SamanthaLaDuc 2025-10-22T16:42Z 68K followers, 4012 engagements
"Trump Admin buying XXXX% of its actual SPR inventory isn't really much (with only 13m YTD). Especially compared to past couple of years. π€ It might put a psychological floor in for now but doesn't fix global falling demand for oil. #RBOB $WTIC"
X Link @SamanthaLaDuc 2025-10-22T17:12Z 68K followers, 2959 engagements
"Bears repeating. Data Center Buildout Drama is getting a wellness check since last week. Maybe trade war with China; Capex drawing down FCF; and GDP contraction risks from AI job losses is finally getting priced in"
X Link @SamanthaLaDuc 2025-10-22T17:32Z 68K followers, 7570 engagements
"like clockwork. funding stress in collateral trades (gold bonds FX credit) = forced selling = triggers volatility across sectors (especially overbought ones)"
X Link @SamanthaLaDuc 2025-10-22T18:13Z 68K followers, 6035 engagements
"Finally Gold $GLD $SLV On Oct 16th I discussed how fiscal dominance dollar debasement are fueling a powerful bull run in gold & silver with institutions rushing inbut warning that this parabolic move would face sharp pullbacks in Oct as momentum fades"
X Link @SamanthaLaDuc 2025-10-22T19:18Z 68K followers, 4816 engagements
"Anyone else worried Quantum is Bitcoin's end Geoffrey pushes back: 'just because "nothingness" with a complex encryption exists and you are able to break the encryption of the nothingness it's still nothingness just de-encrypted' π€£π― @GraphCall"
X Link @SamanthaLaDuc 2025-10-22T19:49Z 68K followers, 15.2K engagements
""and in this instance the poet meant that China is meant to eventually be reunified" with Taiwan (actually: Taiwan Macau and Hong Kong) #EndGames"
X Link @SamanthaLaDuc 2025-10-22T21:21Z 68K followers, 5526 engagements
"$28-$42B X X Prior to 2021 this semi IPO news would have been considered for Hong Kong with US ADR listing but now MAINLAND CHINA keeps the capital AND the capital gains. Yangtze Memory Technologies Co. (YMTC) ChangXin Memory Technologies (CXMT) MONEY STAYS HOME"
X Link @SamanthaLaDuc 2025-10-23T03:23Z 68K followers, 3778 engagements
/creator/twitter::SamanthaLaDuc