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# ![@SharpeShark Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1524128791483850753.png) @SharpeShark SharpeShark

SharpeShark posts on X about $intc, $chrw, china, rates the most. They currently have XXXXX followers and 1076 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1524128791483850753/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1524128791483850753/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +81%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +2,620%

### Mentions: XX [#](/creator/twitter::1524128791483850753/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1524128791483850753/c:line/m:posts_active.svg)

- X Week XX -X%
- X Month XXX +85%
- X Months XXX +287%
- X Year XXX +122%

### Followers: XXXXX [#](/creator/twitter::1524128791483850753/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1524128791483850753/c:line/m:followers.svg)

- X Week XXXXX +0.54%
- X Month XXXXX +6.60%
- X Months XXXXX +32%
- X Year XXXXX +39%

### CreatorRank: XXXXXXX [#](/creator/twitter::1524128791483850753/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1524128791483850753/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1524128791483850753/influence)
---

**Social category influence**
[stocks](/list/stocks)  [countries](/list/countries)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [nfl](/list/nfl)  [celebrities](/list/celebrities)  [musicians](/list/musicians) 

**Social topic influence**
[$intc](/topic/$intc) #348, [$chrw](/topic/$chrw), [china](/topic/china), [rates](/topic/rates), [$amkr](/topic/$amkr) #40, [taiwan](/topic/taiwan) #1314, [stocks](/topic/stocks), [$txn](/topic/$txn) #108, [$mu](/topic/$mu) #126, [$ifxde](/topic/$ifxde) #20

**Top assets mentioned**
[Intel Corporation (INTC)](/topic/$intc) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Texas Instruments (TXN)](/topic/$txn) [Micron Technology, Inc. (MU)](/topic/$mu) [ADAMANT Messenger (ADM)](/topic/$adm) [Bunge, Ltd. (BG)](/topic/$bg) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Californium (CF)](/topic/$cf) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Zoetis Inc (ZTS)](/topic/$zts) [Zap Protocol (ZAP)](/topic/$zap) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Mosaic Co (MOS)](/topic/$mos) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bitcoin Incognito (XBI)](/topic/$xbi) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Bruker, Corp. (BRKR)](/topic/$brkr) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Cognex, Corp. (CGNX)](/topic/$cgnx) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Carvana Co. (CVNA)](/topic/$cvna) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts [#](/creator/twitter::1524128791483850753/posts)
---
Top posts by engagements in the last XX hours

"Biotech might be the trade for the next decade"  
[X Link](https://x.com/SharpeShark/status/1974293330541621478) [@SharpeShark](/creator/x/SharpeShark) 2025-10-04T01:59Z 1870 followers, 20.4K engagements


"I think its highly likely EMs underperform into EoY. Positioning is heavily overweight US mega caps have been flat for a month (acceptable earnings should get them going again) and the short dollar trade is likely due for some regression. Plus seeing more alignment between US and DMs (Netherlands Australia for example). Precious metals probably correlated with EMs here as well so those may be a short by similar logic"  
[X Link](https://x.com/SharpeShark/status/1980469271860764836) [@SharpeShark](/creator/x/SharpeShark) 2025-10-21T03:00Z 1870 followers, XXX engagements


"Shipments dropping but rates have flattened out. Worst freight market in living memory. Sounds like a good time to buy the highest quality names in the space that can grow out of the hole. Looking at you $ODFL"  
[X Link](https://x.com/SharpeShark/status/1970367187450749209) [@SharpeShark](/creator/x/SharpeShark) 2025-09-23T05:58Z 1869 followers, XXX engagements


"My AI holdings have pretty much been reduced to $GOOG $INTC $MPWR and smaller allocations in a bunch of peripheral stuff like advanced packaging and photonics and such which probably get hit but their real story starts with next gen stuff beyond this infra buildout"  
[X Link](https://x.com/SharpeShark/status/1970523120693059637) [@SharpeShark](/creator/x/SharpeShark) 2025-09-23T16:18Z 1869 followers, XXX engagements


"Havent looked at $CF in a while. XXXX% FCF yield XX% buyback yield 11x Fwd P/E XX% YoY revenue growth XX% ROIC Primary risks are urea prices (corn is up which is supportive) and the longtime CEO is retiring in January. Seems so good Im afraid Im missing something"  
[X Link](https://x.com/SharpeShark/status/1970725011963912374) [@SharpeShark](/creator/x/SharpeShark) 2025-09-24T05:40Z 1864 followers, XXX engagements


"Death to screwwroms everywhere $ZTS"  
[X Link](https://x.com/SharpeShark/status/1973215715026149391) [@SharpeShark](/creator/x/SharpeShark) 2025-10-01T02:37Z 1864 followers, XXX engagements


"Advanced packaging winning $AMKR"  
[X Link](https://x.com/SharpeShark/status/1975239052434555030) [@SharpeShark](/creator/x/SharpeShark) 2025-10-06T16:37Z 1869 followers, XXX engagements


"Get ready for energy infra stocks to rip some more I guess"  
[X Link](https://x.com/SharpeShark/status/1975316510513242292) [@SharpeShark](/creator/x/SharpeShark) 2025-10-06T21:45Z 1868 followers, 5537 engagements


"$ZAP could be decent"  
[X Link](https://x.com/SharpeShark/status/1975321143746973697) [@SharpeShark](/creator/x/SharpeShark) 2025-10-06T22:03Z 1869 followers, XXX engagements


"Following this model I think $AMKR is really attractive here this afternoon. Unless you think the bottom is about to drop out of the AI/chip complex which I mean fair enough I guess but not my view"  
[X Link](https://x.com/SharpeShark/status/1975647523608891893) [@SharpeShark](/creator/x/SharpeShark) 2025-10-07T19:40Z 1869 followers, 1475 engagements


"I think $CHRW is in a very risky position as a freight broker whose margins are very exposed to spot rates which seem to be ticking up due to crackdowns on illegal drivers in the Chicago area according to reporting on this app. And trading at complacent multiples"  
[X Link](https://x.com/SharpeShark/status/1975934370969161848) [@SharpeShark](/creator/x/SharpeShark) 2025-10-08T14:40Z 1869 followers, XXX engagements


"Ever since I started paying attention to freight last night for the $CHRW short my feed has been full of disgruntled American truck drivers ripping into the orgs that have pushed them out of the industry and Im super here for it"  
[X Link](https://x.com/SharpeShark/status/1976107546793349607) [@SharpeShark](/creator/x/SharpeShark) 2025-10-09T02:08Z 1869 followers, XXX engagements


"Whoevers buying $CHRW as an AI integration play when non-domiciled CDLs are getting pushed out of the market at a breakneck pace and constricting supply is out of their mind imo"  
[X Link](https://x.com/SharpeShark/status/1976444886237970555) [@SharpeShark](/creator/x/SharpeShark) 2025-10-10T00:29Z 1869 followers, XXX engagements


"Amazon having these in-picture prompts during ads is really annoying"  
[X Link](https://x.com/SharpeShark/status/1976449908376064120) [@SharpeShark](/creator/x/SharpeShark) 2025-10-10T00:49Z 1869 followers, XXX engagements


"Part of me wonders if this introduces pretty significant risk to the business during periods of operational volatility $CHRW"  
[X Link](https://x.com/SharpeShark/status/1976452644056203641) [@SharpeShark](/creator/x/SharpeShark) 2025-10-10T01:00Z 1864 followers, XXX engagements


"Absolutely disgusted by the fact that I closed out my $USAR calls a few days ago"  
[X Link](https://x.com/SharpeShark/status/1976675075060592977) [@SharpeShark](/creator/x/SharpeShark) 2025-10-10T15:43Z 1869 followers, XXX engagements


"$MOS should in my mind get some degree of a bid from China hostilities given their unique domestic position. Not that anyones really interested in bidding anything rn"  
[X Link](https://x.com/SharpeShark/status/1976746202046906374) [@SharpeShark](/creator/x/SharpeShark) 2025-10-10T20:26Z 1869 followers, XXX engagements


"Oh no whats this $CHRW"  
[X Link](https://x.com/SharpeShark/status/1977129190446317849) [@SharpeShark](/creator/x/SharpeShark) 2025-10-11T21:48Z 1869 followers, XXX engagements


"$NXPI being Dutch seems the most logical target for a tit-for-tat response"  
[X Link](https://x.com/SharpeShark/status/1977679533156581518) [@SharpeShark](/creator/x/SharpeShark) 2025-10-13T10:15Z 1869 followers, XXX engagements


"Unless its given a good reason not to the market is going to go on an absolutely mind-numbing run in 2026. None of this crazy tech and defense and materials stuff has even reached the broad market. Real investors dont even know this is happening"  
[X Link](https://x.com/SharpeShark/status/1977805400662749372) [@SharpeShark](/creator/x/SharpeShark) 2025-10-13T18:35Z 1869 followers, XXX engagements


"Imagine creating $X billion from nothing in X years"  
[X Link](https://x.com/SharpeShark/status/1977860576773579208) [@SharpeShark](/creator/x/SharpeShark) 2025-10-13T22:14Z 1864 followers, 1766 engagements


"Quick buy your $ADM and $BG before the close"  
[X Link](https://x.com/SharpeShark/status/1978188745254818250) [@SharpeShark](/creator/x/SharpeShark) 2025-10-14T19:58Z 1862 followers, 1482 engagements


"Maybe if $INTC used single-word naming conventions like $NVDA it wouldnt be down X% today"  
[X Link](https://x.com/SharpeShark/status/1978189832187789706) [@SharpeShark](/creator/x/SharpeShark) 2025-10-14T20:03Z 1868 followers, 1346 engagements


"We dont import cooking oil for consumption from China btw. We buy their used cooking oil to burn as biodiesel. Arguably $ADM should be a short because feedstock for biodiesel will be more expensive"  
[X Link](https://x.com/SharpeShark/status/1978220008409891171) [@SharpeShark](/creator/x/SharpeShark) 2025-10-14T22:02Z 1863 followers, XXX engagements


"This cooking oil run might be the dumbest thing weve seen yet and thats a high bar"  
[X Link](https://x.com/SharpeShark/status/1978435953636053268) [@SharpeShark](/creator/x/SharpeShark) 2025-10-15T12:21Z 1864 followers, XXX engagements


"Venezuela update"  
[X Link](https://x.com/SharpeShark/status/1978806687604556254) [@SharpeShark](/creator/x/SharpeShark) 2025-10-16T12:54Z 1869 followers, XXX engagements


"@nobenchmark @peonyKingOF Right now that part of my portfolio is underdeveloped and I need to do more work on it but $XBI $IBB $ARKG for broad exposure. $CLPT $BRKR $TWST $ILMN $CRSP and $ISRG in there as well"  
[X Link](https://x.com/SharpeShark/status/1978807657940062279) [@SharpeShark](/creator/x/SharpeShark) 2025-10-16T12:58Z 1869 followers, XXX engagements


"Gold must be stopped"  
[X Link](https://x.com/SharpeShark/status/1978870103719510437) [@SharpeShark](/creator/x/SharpeShark) 2025-10-16T17:06Z 1864 followers, XXX engagements


"Gm to everyone except those of you dumping stocks indiscriminately despite them having no direct link to Chinese trade or auto loans"  
[X Link](https://x.com/SharpeShark/status/1979118838340800944) [@SharpeShark](/creator/x/SharpeShark) 2025-10-17T09:34Z 1868 followers, XXX engagements


"It would be cool if $INTC could be a serious stock and not be down X% at the open"  
[X Link](https://x.com/SharpeShark/status/1979157067848908966) [@SharpeShark](/creator/x/SharpeShark) 2025-10-17T12:06Z 1863 followers, 1079 engagements


"If its Grok Im done with $INTC"  
[X Link](https://x.com/SharpeShark/status/1979198374566907985) [@SharpeShark](/creator/x/SharpeShark) 2025-10-17T14:50Z 1863 followers, 1159 engagements


"Id rather $INTC bid because Im long but it is a little bit funny that so many calls were bought to apparently front run this news and the stock is flat"  
[X Link](https://x.com/SharpeShark/status/1979200986594877633) [@SharpeShark](/creator/x/SharpeShark) 2025-10-17T15:01Z 1868 followers, XXX engagements


"Wow -X% on $GDX today must be time to buy the dip.oh"  
[X Link](https://x.com/SharpeShark/status/1979230555427225673) [@SharpeShark](/creator/x/SharpeShark) 2025-10-17T16:58Z 1869 followers, XXX engagements


"@PolymarketBlitz Hes on the 49ers thats all you need to know"  
[X Link](https://x.com/SharpeShark/status/1979630855237857559) [@SharpeShark](/creator/x/SharpeShark) 2025-10-18T19:29Z 1864 followers, 1316 engagements


"Short dollar trade stretched"  
[X Link](https://x.com/SharpeShark/status/1979902498765721724) [@SharpeShark](/creator/x/SharpeShark) 2025-10-19T13:28Z 1869 followers, XXX engagements


"I have a hard time seeing $TSM as dominant in 5-10 years as it is today. The key to cracking their dominance is massive capital investment in a state-backed foundry outside of the Chinese sphere. Chip designers need to diversify away from Taiwan for geopolitical reasons and will do so if provided with a reasonable alternative even if capabilities are a half-step down from $TSM. And the U.S. seems to have the political will to make this happen"  
[X Link](https://x.com/SharpeShark/status/1979928187388973268) [@SharpeShark](/creator/x/SharpeShark) 2025-10-19T15:10Z 1869 followers, XXX engagements


"New tail risk for Western semis with owned fabs in China if China sees this as a grave enough violation to escalate further down the line. $TXN $MU $IFX.DE $HY9H.MU to name a few. Those who use contract manufacturers will be safer"  
[X Link](https://x.com/SharpeShark/status/1977672881510416442) [@SharpeShark](/creator/x/SharpeShark) 2025-10-13T09:48Z 1868 followers, 1387 engagements


"Personally not super concerned about systemic credit risk while HY OAS looks like this"  
[X Link](https://x.com/SharpeShark/status/1978959005591503023) [@SharpeShark](/creator/x/SharpeShark) 2025-10-16T22:59Z 1868 followers, XXX engagements


"@Derekdd88 Hes politically and financially redacted but his earthquake predictions so far have been astonishingly accurate. Far from my base case but Im assigning his event some tiny probability in the back of my mind"  
[X Link](https://x.com/SharpeShark/status/1980614602632106196) [@SharpeShark](/creator/x/SharpeShark) 2025-10-21T12:38Z 1870 followers, XX engagements


"@AuclairCapital $CGNX is an interesting one. Shied away because of bad employee reviews but here we are +50% higher"  
[X Link](https://x.com/SharpeShark/status/1975954546389319711) [@SharpeShark](/creator/x/SharpeShark) 2025-10-08T16:00Z 1870 followers, XXX engagements


"Ive been long $SYM (in small size) for a while but its really probably way too big now for what it is"  
[X Link](https://x.com/SharpeShark/status/1978820967238418646) [@SharpeShark](/creator/x/SharpeShark) 2025-10-16T13:50Z 1870 followers, 3373 engagements


"Someone should get in touch with Stephen Ross and tell him he needs to get involved before his Dolphins collapse entirely"  
[X Link](https://x.com/SharpeShark/status/1980317135428820996) [@SharpeShark](/creator/x/SharpeShark) 2025-10-20T16:56Z 1870 followers, XXX engagements


"He saw what Drake Maye was cooking up and decided he wants some of that"  
[X Link](https://x.com/SharpeShark/status/1980430289525751878) [@SharpeShark](/creator/x/SharpeShark) 2025-10-21T00:25Z 1870 followers, XXX engagements


"@Secrets4stocks 2014 was a precipitous decline from $XXX. Obviously a different situation. Youd have to expect $XX oil within a few months from now to get that kind of volatility"  
[X Link](https://x.com/SharpeShark/status/1980616239354646923) [@SharpeShark](/creator/x/SharpeShark) 2025-10-21T12:44Z 1870 followers, XX engagements


"Youre better off buying a gently used Japanese car thats like 6-8 years old for $20k-$25k knowing maintenance costs will be under control with modern safety features and conveniences and plan to drive it for the next XX years than spending half that on a POS with 150k miles"  
[X Link](https://x.com/SharpeShark/status/1980657091208704323) [@SharpeShark](/creator/x/SharpeShark) 2025-10-21T15:27Z 1870 followers, 1174 engagements


"Wouldnt hate long-dated $CVNA puts as a tail hedge"  
[X Link](https://x.com/SharpeShark/status/1980661474847814029) [@SharpeShark](/creator/x/SharpeShark) 2025-10-21T15:44Z 1870 followers, XXX engagements


"Jeff Bezos is living in space already apparently"  
[X Link](https://x.com/SharpeShark/status/1980707789316989341) [@SharpeShark](/creator/x/SharpeShark) 2025-10-21T18:48Z 1870 followers, XXX engagements