[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, $nvda, inflation, money the most. They currently have XXXXXX followers and 3435 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::705540042/interactions)  - X Week XXXXXXX +67% - X Month XXXXXXX +84% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::705540042/posts_active)  - X Week XX -XX% - X Month XXX +80% - X Months XXX -XX% - X Year XXXXX -XXXX% ### Followers: XXXXXX [#](/creator/twitter::705540042/followers)  - X Week XXXXXX +0.02% - X Month XXXXXX +0.21% - X Months XXXXXX +5.90% - X Year XXXXXX +12% ### CreatorRank: XXXXXXX [#](/creator/twitter::705540042/influencer_rank)  ### Social Influence [#](/creator/twitter::705540042/influence) --- **Social category influence** [finance](/list/finance) #3450 [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [currencies](/list/currencies) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [china](/topic/china), [$nvda](/topic/$nvda), [inflation](/topic/inflation) #144, [money](/topic/money), [mbs](/topic/mbs) #13, [fed](/topic/fed) #285, [spx](/topic/spx), [$spx](/topic/$spx), [stocks](/topic/stocks), [gdp](/topic/gdp) #139 **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [SPX6900 (SPX)](/topic/$spx) [Valero Energy Corporation (VLO)](/topic/$vlo) [PBF ENERGY INC. (PBF)](/topic/$pbf) [Partisia Blockchain (MPC)](/topic/$mpc) [Microsoft Corp. (MSFT)](/topic/$msft) [JPMorgan Chase (JPM)](/topic/$jpm) [US Bancorp (USB)](/topic/$usb) [Wells Fargo & Co (WFC)](/topic/$wfc) [PNC Financial Services Group Inc (PNC)](/topic/$pnc) [Vistra, Corp. (VST)](/topic/$vst) [PWR Coin (PWR)](/topic/$pwr) [Jabil, Inc. (JBL)](/topic/$jbl) [Flare (FLR)](/topic/$flr) [Cameco Corporation (CCJ)](/topic/$ccj) [Oklo Inc. (OKLO)](/topic/$oklo) [NuScale Power Corporation (SMR)](/topic/$smr) [GE Vernova Inc. (GEV)](/topic/$gev) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [MP Materials Corp. (MP)](/topic/$mp) [Goldman Sachs (GS)](/topic/goldman-sachs) [Metadium (META)](/topic/$meta) ### Top Social Posts [#](/creator/twitter::705540042/posts) --- Top posts by engagements in the last XX hours "Real yields will matter to shorter-duration bond holders if Trump forces rate cuts. Tbills & Chill will force rotation. Especially given policies on the USD. Heres my macro trend deep-dive research for clients: The Dollar Trade Playbook 👇"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1949092993803178219) 2025-07-26 13:02:36 UTC 64.9K followers, 5563 engagements "I am not sure if its just crazy-bullish or just crazy. #Ai"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1950704274540773378) 2025-07-30 23:45:16 UTC 64.9K followers, 3018 engagements "Margin debt just hit $XXXXX trillion the highest level in history. And TGA expects to borrow $XXXXX trillion through end of September. Am I doing this right 😁😉"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1950323856637374780) 2025-07-29 22:33:37 UTC 64.9K followers, 11.3K engagements "For those who want to understand how they make the sausage: M1 #MoneySupply Chart h/t @_matt_invests_"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1949089696358801602) 2025-07-26 12:49:30 UTC 64.9K followers, 8390 engagements "CIPS over SWIFT for Egypt & China moving forward. 💸 MONEY STAYS HOME"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945267899683197186) 2025-07-15 23:43:03 UTC 64.9K followers, 4955 engagements "@Econimica Fed held MBS is equal to $X trillion Is that a lot 😉"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1950677867114696937) 2025-07-30 22:00:20 UTC 64.9K followers, XX engagements "Geoffrey is often early & right and for the right reasons. His analysis will grow to be consensus by end of year. Business side is lending but consumers are XX% of the economy and their banks arent: $JPM $USB $WFC $PNC"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1946939585285513358) 2025-07-20 14:25:44 UTC 64.9K followers, 6865 engagements "You had me at: The trend peaks in early August and the year-end rally is weaker than normal. $SPX Just as I posted to clients Thursday: TIME TO HEDGE 👉"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1949132858364145995) 2025-07-26 15:41:01 UTC 64.9K followers, 12.5K engagements "Dont @ me but how much of this Foreign purchases of US homes now dominated by CHINESE NATIONALS jump XX% from prior year. Is Marijuana grow houses And is there any chance this is a back door for $NVDA sales to China 🤷♀👇 Before you unfollow and block me humor me and read this article: H/t @BigSteve207 👉The real story here is that this is most likely a back door pass through to get H100s to China. Company is "Registered" in Dubai but has key offices in Singapore and its real center is in ZhengZhou and is strongly connected to Huawei. If you had been following the stories about the"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1949214126959390835) 2025-07-26 21:03:57 UTC 64.9K followers, 6516 engagements "Dollar Yields Oil and Gold Macro Trends From my MoneyShow Virtual Expo last week. Let me know what you think"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1949576351633072163) 2025-07-27 21:03:18 UTC 64.9K followers, 10.8K engagements "Respect to Peter for saying the hard truth out loud - and from a place of love not spite. Hes traded this crypto crap better than most long before it was a cult and traded these markets decades before many of these cultists were born. Wisdom comes from experience. He shares his in hopes some need to hear it. 🙏"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1949076973126394119) 2025-07-26 11:58:57 UTC 64.9K followers, 11.9K engagements "Dollar Yields Gold and Oil Macro Trends The US dollar is down XX% in 2025. Oil dropped 31%. And gold has overtaken the Euro as the 2nd most held reserve asset in the world. This isnt random. Its the result of deliberate policy choices"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1948769146449137823) 2025-07-25 15:35:45 UTC 64.9K followers, 15.1K engagements "Now that $CCJ is up 7X since rec'd & the uranium rotation has taken on a whole big AI infrastructure build out mantra it's time to review my "It's so old it's new" report posted for clients X yrs ago. $URA $OKLO $URNM $FLR $SMR $JBL $GEV $BWXT $PWR $VST"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1942642231845810463) 2025-07-08 17:49:35 UTC 64.9K followers, 6945 engagements "Whose got refiners by the short hairs Also who rec'd $VLO at $XXX (now $155) $PBF at $XX (now $28) and $MPC at $XXX (now $183). I literally just updated clients this AM live that PBF has $25/share in real estate & Carlos Slim is no dummy so. #NotDone. It does not hurt that I have an oil trader on our LaDucTrading desk. 😉🕺💃🙏"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943368142543294654) 2025-07-10 17:54:05 UTC 64.9K followers, 2630 engagements "Now THIS is Concentration Risk: $NVDA & $MSFT = XX% $NDX"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1947277763485802686) 2025-07-21 12:49:32 UTC 64.9K followers, 6170 engagements "Basket substitution in inflation calculation is a COMPLETE and TOTAL fraud. And we have more of it to goose the markets this week with CPI. 🙄"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1949534298224407007) 2025-07-27 18:16:11 UTC 64.9K followers, 9702 engagements "Ya know what's gonna suck for Powell after today's push back on cutting rates Friday's labor data. God-help him if it comes in weak. 😵💫 And you KNOW the powers-that-be control all this data that supports their agenda: GDP CPI BLS NFP et al. Imagine the Bloomberg headlines now: "Waller warned: 'The job market underneath the surface is not doing well. When you start hearing cracks. it's too late." Powell is punted. Waller vaults to top of betting markets as new Fed head. 😉"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1950612132296573038) 2025-07-30 17:39:07 UTC 64.9K followers, 9401 engagements "$MP + XX% on DOD contract. MP Materials has XX% ownership by Chamath & another XX% by China outfit. Interesting times"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943295595856203811) 2025-07-10 13:05:49 UTC 64.9K followers, 7513 engagements "Powell: You could argue we are a bit looking through goods inflation by not raising rates. 😭🪚"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1950636321451409728) 2025-07-30 19:15:14 UTC 64.9K followers, 4950 engagements "China begins building world's largest dam "The project set to generate 3x the electricity of the X gorges dam will cost around $170bn and lift Chinese GDP by XXX% annually on its own. What an excellent way to consume excess capacity in cement and steel production" h/t @countdraghula"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1948742338936791111) 2025-07-25 13:49:14 UTC 64.9K followers, 6784 engagements ""This is your market you are always in bed with/sleeping next to the convexity Kraken." 🤣 @VolatilityWiz"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1869592168970781141) 2024-12-19 03:54:43 UTC 64.9K followers, 3332 engagements "@ExxAlerts @TheMaineWonk - I think you did some work on this trend as it related to New York bank financing and the fentanyl trade - or do I confuse you with another"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1949208884327157940) 2025-07-26 20:43:07 UTC 64.9K followers, XXX engagements "A Picture Is Worth $XXX Trillion #MBS Thats how much the Fed owns in mortgage back securities - in case @pulte really wants to direct his angst at the Fed in a constructive way that helps housing become affordable again. Chart h/t @Econimica"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1950680086375473440) 2025-07-30 22:09:09 UTC 64.9K followers, 4271 engagements "TACO is in the house With another XX Day China tariff delay - even though Trump/Bessent said they wouldnt extend more than another week 🤣🤡 But good for my $SPX $6500 target given in my July 7th client post: SPECULATING LIKE IT'S 2021 ✅🎇🤑"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1949538993546150125) 2025-07-27 18:34:51 UTC 64.9K followers, 11.1K engagements "Ingenious - in a dubious way. Shot: $NVDA sells GPUs to cloud providers in exchange for "cloud credits" not cash (think: IOU or prepaid balance). Chaser: Since Jan 2024 (2.5 yrs) these cloud credits exploded 10X - from $1.6B to $10B/qtr And the result: omnipotent Jensen drives a now $4T company & the AI mania by booking revenue up front before they actually earn it"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1946290011202113908) 2025-07-18 19:24:33 UTC 64.9K followers, 5629 engagements "Lets talk about the MBS holdings by the Fed which keeps housing values artificially bid. #MortgageRates"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1950635768424095765) 2025-07-30 19:13:02 UTC 64.9K followers, 10K engagements "US Treasury is playing defense against US devaluation using "stable"-coins. 🙄 While China is playing defense transitioning away from the petrol-dollar into gold. 😉 When it comes right down to it: Which asset/approach do you trust more"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1950609323459006593) 2025-07-30 17:27:57 UTC 64.9K followers, 4622 engagements "This guy Trump is a real scoundrel. Setting himself up as a president of the common man where every single policy that he is promising or pushing through benefits the upper class/wealthy. Geoffrey has a whole series on this for clients he calls American Aristocracy I call it Ameri-catastrophy"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1949549994895180028) 2025-07-27 19:18:34 UTC 64.9K followers, 9760 engagements "AI Bubble Today Is Bigger Than the IT Bubble in the 1990s The difference between the IT bubble in the 1990s and the AI bubble today is that the top XX companies in the S&P XXX today are more overvalued than they were in the 1990s see chart below. APOLLO - Torsten Slok"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945469869903728645) 2025-07-16 13:05:36 UTC 64.9K followers, 12.7K engagements "This is the moment where seasoned traders and newbies alike call you stupid for being prudent - for not chasing $NVDA #Memes #crypto etc. Dont let anybody get inside your head to make you take on risk thats not your style. There are so many ways to make money. The ONLY trick is not to lose it"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1949235907342594254) 2025-07-26 22:30:30 UTC 64.9K followers, 12.6K engagements "Whose got refiners by the short hairs Also who rec'd $VLO at $XXX (now $155) $PBF at $XX (now $28) and $MPC at $XXX (now $183). I literally just updated clients this AM live that PBF has $25/share in real estate & Carlos Slim is no dummy so. #NotDone. It does not hurt that I have an oil trader on our LaDucTrading desk. 😉🕺💃🙏"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943368171295248391) 2025-07-10 17:54:12 UTC 64.9K followers, 2942 engagements "Pretty sure $MSFT & $META just delivered on this XX% forward earnings growth expectation. So who is next Because once there market is in rarified air"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1950714235362664663) 2025-07-31 00:24:50 UTC 64.9K followers, 3336 engagements ""They've bet the farm on CBDC and tokenisation which isn't successful anywhere after all these years.""  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1950593841469501728) 2025-07-30 16:26:26 UTC 64.9K followers, 3496 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 LaDuc
Samantha LaDuc posts on X about china, $nvda, inflation, money the most. They currently have XXXXXX followers and 3435 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +67%
- X Month XXXXXXX +84%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +80%
- X Months XXX -XX%
- X Year XXXXX -XXXX%
Followers: XXXXXX #
- X Week XXXXXX +0.02%
- X Month XXXXXX +0.21%
- X Months XXXXXX +5.90%
- X Year XXXXXX +12%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #3450 stocks countries technology brands currencies cryptocurrencies
Social topic influence china, $nvda, inflation #144, money, mbs #13, fed #285, spx, $spx, stocks, gdp #139
Top assets mentioned NVIDIA Corp. (NVDA) SPX6900 (SPX) Valero Energy Corporation (VLO) PBF ENERGY INC. (PBF) Partisia Blockchain (MPC) Microsoft Corp. (MSFT) JPMorgan Chase (JPM) US Bancorp (USB) Wells Fargo & Co (WFC) PNC Financial Services Group Inc (PNC) Vistra, Corp. (VST) PWR Coin (PWR) Jabil, Inc. (JBL) Flare (FLR) Cameco Corporation (CCJ) Oklo Inc. (OKLO) NuScale Power Corporation (SMR) GE Vernova Inc. (GEV) BWX Technologies, Inc. (BWXT) MP Materials Corp. (MP) Goldman Sachs (GS) Metadium (META)
Top Social Posts #
Top posts by engagements in the last XX hours
"Real yields will matter to shorter-duration bond holders if Trump forces rate cuts. Tbills & Chill will force rotation. Especially given policies on the USD. Heres my macro trend deep-dive research for clients: The Dollar Trade Playbook 👇"
@SamanthaLaDuc on X 2025-07-26 13:02:36 UTC 64.9K followers, 5563 engagements
"I am not sure if its just crazy-bullish or just crazy. #Ai" @SamanthaLaDuc on X 2025-07-30 23:45:16 UTC 64.9K followers, 3018 engagements
"Margin debt just hit $XXXXX trillion the highest level in history. And TGA expects to borrow $XXXXX trillion through end of September. Am I doing this right 😁😉" @SamanthaLaDuc on X 2025-07-29 22:33:37 UTC 64.9K followers, 11.3K engagements
"For those who want to understand how they make the sausage: M1 #MoneySupply Chart h/t @matt_invests" @SamanthaLaDuc on X 2025-07-26 12:49:30 UTC 64.9K followers, 8390 engagements
"CIPS over SWIFT for Egypt & China moving forward. 💸 MONEY STAYS HOME" @SamanthaLaDuc on X 2025-07-15 23:43:03 UTC 64.9K followers, 4955 engagements
"@Econimica Fed held MBS is equal to $X trillion Is that a lot 😉" @SamanthaLaDuc on X 2025-07-30 22:00:20 UTC 64.9K followers, XX engagements
"Geoffrey is often early & right and for the right reasons. His analysis will grow to be consensus by end of year. Business side is lending but consumers are XX% of the economy and their banks arent: $JPM $USB $WFC $PNC" @SamanthaLaDuc on X 2025-07-20 14:25:44 UTC 64.9K followers, 6865 engagements
"You had me at: The trend peaks in early August and the year-end rally is weaker than normal. $SPX Just as I posted to clients Thursday: TIME TO HEDGE 👉" @SamanthaLaDuc on X 2025-07-26 15:41:01 UTC 64.9K followers, 12.5K engagements
"Dont @ me but how much of this Foreign purchases of US homes now dominated by CHINESE NATIONALS jump XX% from prior year. Is Marijuana grow houses And is there any chance this is a back door for $NVDA sales to China 🤷♀👇 Before you unfollow and block me humor me and read this article: H/t @BigSteve207 👉The real story here is that this is most likely a back door pass through to get H100s to China. Company is "Registered" in Dubai but has key offices in Singapore and its real center is in ZhengZhou and is strongly connected to Huawei. If you had been following the stories about the" @SamanthaLaDuc on X 2025-07-26 21:03:57 UTC 64.9K followers, 6516 engagements
"Dollar Yields Oil and Gold Macro Trends From my MoneyShow Virtual Expo last week. Let me know what you think" @SamanthaLaDuc on X 2025-07-27 21:03:18 UTC 64.9K followers, 10.8K engagements
"Respect to Peter for saying the hard truth out loud - and from a place of love not spite. Hes traded this crypto crap better than most long before it was a cult and traded these markets decades before many of these cultists were born. Wisdom comes from experience. He shares his in hopes some need to hear it. 🙏" @SamanthaLaDuc on X 2025-07-26 11:58:57 UTC 64.9K followers, 11.9K engagements
"Dollar Yields Gold and Oil Macro Trends The US dollar is down XX% in 2025. Oil dropped 31%. And gold has overtaken the Euro as the 2nd most held reserve asset in the world. This isnt random. Its the result of deliberate policy choices" @SamanthaLaDuc on X 2025-07-25 15:35:45 UTC 64.9K followers, 15.1K engagements
"Now that $CCJ is up 7X since rec'd & the uranium rotation has taken on a whole big AI infrastructure build out mantra it's time to review my "It's so old it's new" report posted for clients X yrs ago. $URA $OKLO $URNM $FLR $SMR $JBL $GEV $BWXT $PWR $VST" @SamanthaLaDuc on X 2025-07-08 17:49:35 UTC 64.9K followers, 6945 engagements
"Whose got refiners by the short hairs Also who rec'd $VLO at $XXX (now $155) $PBF at $XX (now $28) and $MPC at $XXX (now $183). I literally just updated clients this AM live that PBF has $25/share in real estate & Carlos Slim is no dummy so. #NotDone. It does not hurt that I have an oil trader on our LaDucTrading desk. 😉🕺💃🙏" @SamanthaLaDuc on X 2025-07-10 17:54:05 UTC 64.9K followers, 2630 engagements
"Now THIS is Concentration Risk: $NVDA & $MSFT = XX% $NDX" @SamanthaLaDuc on X 2025-07-21 12:49:32 UTC 64.9K followers, 6170 engagements
"Basket substitution in inflation calculation is a COMPLETE and TOTAL fraud. And we have more of it to goose the markets this week with CPI. 🙄" @SamanthaLaDuc on X 2025-07-27 18:16:11 UTC 64.9K followers, 9702 engagements
"Ya know what's gonna suck for Powell after today's push back on cutting rates Friday's labor data. God-help him if it comes in weak. 😵💫 And you KNOW the powers-that-be control all this data that supports their agenda: GDP CPI BLS NFP et al. Imagine the Bloomberg headlines now: "Waller warned: 'The job market underneath the surface is not doing well. When you start hearing cracks. it's too late." Powell is punted. Waller vaults to top of betting markets as new Fed head. 😉" @SamanthaLaDuc on X 2025-07-30 17:39:07 UTC 64.9K followers, 9401 engagements
"$MP + XX% on DOD contract. MP Materials has XX% ownership by Chamath & another XX% by China outfit. Interesting times" @SamanthaLaDuc on X 2025-07-10 13:05:49 UTC 64.9K followers, 7513 engagements
"Powell: You could argue we are a bit looking through goods inflation by not raising rates. 😭🪚" @SamanthaLaDuc on X 2025-07-30 19:15:14 UTC 64.9K followers, 4950 engagements
"China begins building world's largest dam "The project set to generate 3x the electricity of the X gorges dam will cost around $170bn and lift Chinese GDP by XXX% annually on its own. What an excellent way to consume excess capacity in cement and steel production" h/t @countdraghula" @SamanthaLaDuc on X 2025-07-25 13:49:14 UTC 64.9K followers, 6784 engagements
""This is your market you are always in bed with/sleeping next to the convexity Kraken." 🤣 @VolatilityWiz" @SamanthaLaDuc on X 2024-12-19 03:54:43 UTC 64.9K followers, 3332 engagements
"@ExxAlerts @TheMaineWonk - I think you did some work on this trend as it related to New York bank financing and the fentanyl trade - or do I confuse you with another" @SamanthaLaDuc on X 2025-07-26 20:43:07 UTC 64.9K followers, XXX engagements
"A Picture Is Worth $XXX Trillion #MBS Thats how much the Fed owns in mortgage back securities - in case @pulte really wants to direct his angst at the Fed in a constructive way that helps housing become affordable again. Chart h/t @Econimica" @SamanthaLaDuc on X 2025-07-30 22:09:09 UTC 64.9K followers, 4271 engagements
"TACO is in the house With another XX Day China tariff delay - even though Trump/Bessent said they wouldnt extend more than another week 🤣🤡 But good for my $SPX $6500 target given in my July 7th client post: SPECULATING LIKE IT'S 2021 ✅🎇🤑" @SamanthaLaDuc on X 2025-07-27 18:34:51 UTC 64.9K followers, 11.1K engagements
"Ingenious - in a dubious way. Shot: $NVDA sells GPUs to cloud providers in exchange for "cloud credits" not cash (think: IOU or prepaid balance). Chaser: Since Jan 2024 (2.5 yrs) these cloud credits exploded 10X - from $1.6B to $10B/qtr And the result: omnipotent Jensen drives a now $4T company & the AI mania by booking revenue up front before they actually earn it" @SamanthaLaDuc on X 2025-07-18 19:24:33 UTC 64.9K followers, 5629 engagements
"Lets talk about the MBS holdings by the Fed which keeps housing values artificially bid. #MortgageRates" @SamanthaLaDuc on X 2025-07-30 19:13:02 UTC 64.9K followers, 10K engagements
"US Treasury is playing defense against US devaluation using "stable"-coins. 🙄 While China is playing defense transitioning away from the petrol-dollar into gold. 😉 When it comes right down to it: Which asset/approach do you trust more" @SamanthaLaDuc on X 2025-07-30 17:27:57 UTC 64.9K followers, 4622 engagements
"This guy Trump is a real scoundrel. Setting himself up as a president of the common man where every single policy that he is promising or pushing through benefits the upper class/wealthy. Geoffrey has a whole series on this for clients he calls American Aristocracy I call it Ameri-catastrophy" @SamanthaLaDuc on X 2025-07-27 19:18:34 UTC 64.9K followers, 9760 engagements
"AI Bubble Today Is Bigger Than the IT Bubble in the 1990s The difference between the IT bubble in the 1990s and the AI bubble today is that the top XX companies in the S&P XXX today are more overvalued than they were in the 1990s see chart below. APOLLO - Torsten Slok" @SamanthaLaDuc on X 2025-07-16 13:05:36 UTC 64.9K followers, 12.7K engagements
"This is the moment where seasoned traders and newbies alike call you stupid for being prudent - for not chasing $NVDA #Memes #crypto etc. Dont let anybody get inside your head to make you take on risk thats not your style. There are so many ways to make money. The ONLY trick is not to lose it" @SamanthaLaDuc on X 2025-07-26 22:30:30 UTC 64.9K followers, 12.6K engagements
"Whose got refiners by the short hairs Also who rec'd $VLO at $XXX (now $155) $PBF at $XX (now $28) and $MPC at $XXX (now $183). I literally just updated clients this AM live that PBF has $25/share in real estate & Carlos Slim is no dummy so. #NotDone. It does not hurt that I have an oil trader on our LaDucTrading desk. 😉🕺💃🙏" @SamanthaLaDuc on X 2025-07-10 17:54:12 UTC 64.9K followers, 2942 engagements
"Pretty sure $MSFT & $META just delivered on this XX% forward earnings growth expectation. So who is next Because once there market is in rarified air" @SamanthaLaDuc on X 2025-07-31 00:24:50 UTC 64.9K followers, 3336 engagements
""They've bet the farm on CBDC and tokenisation which isn't successful anywhere after all these years."" @SamanthaLaDuc on X 2025-07-30 16:26:26 UTC 64.9K followers, 3496 engagements