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# ![@SpecialSitsNews Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1242122660500381696.png) @SpecialSitsNews Special Situations 🌐 Research Newsletter (Jay)

Global markets are experiencing significant developments, including the US Federal Reserve's potential interest rate cuts and trade tensions between the US and China. Major companies such as Walmart, Google, and Intel are making headlines with partnerships, deals, and earnings reports, while also navigating challenges like chip supply issues and regulatory scrutiny. The global economy is also impacted by events like the Ukraine-Russia conflict, government shutdowns, and fluctuations in oil prices and cryptocurrency values.

### Engagements: XXXXXX [#](/creator/twitter::1242122660500381696/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1242122660500381696/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +4.20%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1242122660500381696/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1242122660500381696/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX -XXXX%
- X Year XXXXX +4.70%

### Followers: XXXXXXX [#](/creator/twitter::1242122660500381696/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1242122660500381696/c:line/m:followers.svg)

- X Week XXXXXXX +0.18%
- X Month XXXXXXX +0.99%
- X Months XXXXXXX +4.20%
- X Year XXXXXXX +19%

### CreatorRank: XXXXXXX [#](/creator/twitter::1242122660500381696/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1242122660500381696/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3174 [finance](/list/finance)  #5968 [cryptocurrencies](/list/cryptocurrencies)  #2226 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  XXXX% [celebrities](/list/celebrities)  XXXX% [agencies](/list/agencies)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$uso](/topic/$uso) #3, [$uco](/topic/$uco) #2, [$nvda](/topic/$nvda) #286, [$bno](/topic/$bno) #1, [ai](/topic/ai) 3.82%, [$owl](/topic/$owl) #5, [inflation](/topic/inflation) #272, [$ares](/topic/$ares) #22, [$bx](/topic/$bx) #13, [business](/topic/business) XXXX%

**Top accounts mentioned or mentioned by**
[@capybarareborn](/creator/undefined) [@apompliano](/creator/undefined) [@zerohedge](/creator/undefined) [@jackmallers](/creator/undefined) [@paoloardoino](/creator/undefined) [@brandonlutnick](/creator/undefined) [@michaelaarouet](/creator/undefined) [@alessiotmad](/creator/undefined) [@coryklippsten](/creator/undefined) [@citizenbitcoin](/creator/undefined) [@skwp](/creator/undefined) [@travellers](/creator/undefined) [@tictoctick](/creator/undefined) [@grahampgraham](/creator/undefined) [@sinomarket](/creator/undefined) [@eiagov](/creator/undefined) [@spacex](/creator/undefined) [@tradingpulsex](/creator/undefined) [@tbpn](/creator/undefined) [@fundstrat](/creator/undefined)

**Top assets mentioned**
[Uniris (UCO)](/topic/$uco) [NVIDIA Corp. (NVDA)](/topic/$nvda) [OwlDAO (OWL)](/topic/$owl) [Ares Protocol (ARES)](/topic/$ares) [Blackstone, Inc. (BX)](/topic/$bx) [JPMorgan Chase (JPM)](/topic/$jpm) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Oracle Corporation (ORCL)](/topic/$orcl) [Goldman Sachs (GS)](/topic/goldman-sachs) [Alibaba Group (BABA)](/topic/$baba) [KKR & Co, Inc. (KKR)](/topic/$kkr) [FS KKR Capital Corp. Common Stock (FSK)](/topic/$fsk) [TPG, Inc. (TPG)](/topic/$tpg) [Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP)](/topic/$xxi) [ProCap BTC (BRR)](/topic/$brr) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Strategy (MSTR)](/topic/$mstr) [Strive, Inc. (ASST)](/topic/$asst) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [IonQ, Inc. (IONQ)](/topic/$ionq) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [ETHZilla Corp (ETHZ)](/topic/$ethz) [SBET (SBET)](/topic/$sbet) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Wells Fargo & Co (WFC)](/topic/$wfc) [Bank of America (BAC)](/topic/bank-of-america) [Basis Cash (BAC)](/topic/$bac) [BlackRock Inc (BLK)](/topic/blackrock) [BlackCoin (BLK)](/topic/$blk) [Blackstone Secured Lending Fund (BXSL)](/topic/$bxsl) [IBM (IBM)](/topic/ibm) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Arweave (AR)](/topic/$ar) [Antero Resources, Corp. (AR)](/topic/antero-resources-corp) [Home Depot, Inc. (HD)](/topic/$hd) [Micron Technology, Inc. (MU)](/topic/$mu) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [TeraWulf Inc. (WULF)](/topic/$wulf) [Netflix Inc (NFLX)](/topic/$nflx) [Teck Resources Limited (TECK)](/topic/$teck)
### Top Social Posts
Top posts by engagements in the last XX hours

"What is the next minerals company the US govt will take a position in US PLANS MORE STAKES IN MINERALS COMPANIES TRUMP OFFICIAL SAYS"  
[X Link](https://x.com/SpecialSitsNews/status/1996713525142868149)  2025-12-04T22:49Z 135.2K followers, 5891 engagements


"BlackRock just deferred fees on a private-credit fund because it failed a collateralization test. $BLK"  
[X Link](https://x.com/SpecialSitsNews/status/1991815264074371488)  2025-11-21T10:25Z 135.2K followers, 4145 engagements


"Jensen says that if Sega had kept its $5mn $nvda investment it would be worth around $X trillion today. Posted on this last year. Hindsight is 20/20"  
[X Link](https://x.com/SpecialSitsNews/status/1998024308057313734)  2025-12-08T13:38Z 135.2K followers, 13.3K engagements


"Someone please translate this for me. How will it affect markets"  
[X Link](https://x.com/SpecialSitsNews/status/1998079552707568081)  2025-12-08T17:17Z 135.2K followers, 8087 engagements


"First Brands was such a fraud that it's debtor-in-possession facility DIP A is at XX down XX yesterday"  
[X Link](https://x.com/SpecialSitsNews/status/1998311285247631564)  2025-12-09T08:38Z 135.2K followers, 21.5K engagements


"TRUMP ASKED IF SUPPORT FOR SLASHING INTEREST RATES IS LITMUS TEST FOR FED NOMINEE SAYS 'YES' -POLITICO"  
[X Link](https://x.com/SpecialSitsNews/status/1998354029865267643)  2025-12-09T11:28Z 135.2K followers, 9274 engagements


"Retail traders are now the biggest volume traders in the entire U.S. equity market (Empirical Research Partners)"  
[X Link](https://x.com/SpecialSitsNews/status/1992678817328984160)  2025-11-23T19:37Z 135.2K followers, 128.2K engagements


"The U.S. will allow Nvidia to sell its H200 chips to China Semafor reports. $NVDA $AMD $GOOG $BABA"  
[X Link](https://x.com/SpecialSitsNews/status/1998092068099678357)  2025-12-08T18:07Z 135.2K followers, 5289 engagements


"Trumps envoys have given Ukrainian President Volodymyr Zelenskyy only a few days to respond to a proposed peace deal that would require Ukraine to accept territorial losses in exchange for U.S. security guarantees. Zelenskyy said Trumps envoy Steve Witkoff and Jared Kushner pressed him during a two-hour call with Trump hoping for an agreement by Christmas. Zelenskyy told them he must first consult European allies warning the proposal could split Western unity. One official said Kyiv is caught between territorial demands it cannot accept and U.S. pressure it cannot ignore"  
[X Link](https://x.com/SpecialSitsNews/status/1998451936614629530)  2025-12-09T17:57Z 135.2K followers, 3307 engagements


"$APO bid for $PZZA"  
[X Link](https://x.com/SpecialSitsNews/status/1978219359521628326)  2025-10-14T22:00Z 135.2K followers, 5046 engagements


"AMD restarting GPU sales to China AMD will pay XX% tax on MI308 chip exports to China. $AMD"  
[X Link](https://x.com/SpecialSitsNews/status/1996666084469199204)  2025-12-04T19:41Z 135.2K followers, 4589 engagements


"New SEC Chair Paul Atkins: All U.S. markets will be on chain within two years. Tokenization just went from if to when"  
[X Link](https://x.com/SpecialSitsNews/status/1997315862919807449)  2025-12-06T14:43Z 135.2K followers, 8919 engagements


"Asked about the most likely source of a credit event59% of BofA FMS investors said "private equity/private credit" the highest conviction on source of a systemic credit event since they started asking the question in 2022. $OWL $BX $ARES $TPG $KKR $FSK $BXSL"  
[X Link](https://x.com/SpecialSitsNews/status/1997727797687804347)  2025-12-07T17:59Z 135.2K followers, 3604 engagements


"Merger Monday: International Business Machines $IBM is in advanced talks to acquire Confluent for around $XX billion according to people familiar with the matter. Confluent $CFLT provides technology that helps manage streams of real-time data used in big artificial-intelligence models and an acquisition would be the biggest deal for IBM in recent memory as it repositions its business around AI. A deal could be announced as soon as Monday but the talks could still fall apart according to people familiar with the matter"  
[X Link](https://x.com/SpecialSitsNews/status/1997952274811740197)  2025-12-08T08:51Z 135.2K followers, 4337 engagements


"Investment manager Todd Combs is to leave Berkshire Hathaway $BRKB and join JPMorgan Chas $JPM to manage $XXX trillion investment in AI/Security etc"  
[X Link](https://x.com/SpecialSitsNews/status/1998012064476889407)  2025-12-08T12:49Z 135.2K followers, 28.4K engagements


"$HD HOME DEPOT INC - EXPECTS 2.5%-4.5% SALES GROWTH IN 2026"  
[X Link](https://x.com/SpecialSitsNews/status/1998348218468347930)  2025-12-09T11:05Z 135.2K followers, 4766 engagements


"@APompliano @jackmallers @paoloardoino @Brandonlutnick How does MNAV compare between $XXI and $BRR How many shares are outstanding"  
[X Link](https://x.com/SpecialSitsNews/status/1998410980934500554)  2025-12-09T15:14Z 135.2K followers, 1021 engagements


"Georgia state Rep. indicted for pandemic fraud others being investigated"  
[X Link](https://x.com/SpecialSitsNews/status/1998475468295798909)  2025-12-09T19:30Z 135.2K followers, 3890 engagements


"UNREAL Micron $MU exits consumer business to focus on datacenter demand"  
[X Link](https://x.com/SpecialSitsNews/status/1996346487664677295)  2025-12-03T22:31Z 135.2K followers, 16.1K engagements


"Ticker for XAI bonds is XAIXXX (thanks Elon) $CRWV $WULF $CIFR $APLD $ORCL $NVDA"  
[X Link](https://x.com/SpecialSitsNews/status/1998011486216622353)  2025-12-08T12:47Z 135.2K followers, 3948 engagements


"@MichaelAArouet if you rent it out for 1bn per day you can become elon musk"  
[X Link](https://x.com/SpecialSitsNews/status/1998015911316295789)  2025-12-08T13:04Z 135.2K followers, 7599 engagements


"Saylor's $MSTR buys another 10624 #bitcoin worth $XXX million $ASST Average price on latest buy: $90615 Current stack: 660624"  
[X Link](https://x.com/SpecialSitsNews/status/1998017108207378849)  2025-12-08T13:09Z 135.2K followers, 3469 engagements


"Paramount $PSKY hostile bid for $WBD challenging $NFLX ParamountSkydance launched a hostile takeover bid for Warner Bros. Discovery on Monday offering $XX per share in cash. The proposal values the company at $XXXXX billion including debt and arrives just days after Warner Bros. struck a deal with Netflix. Paramounts bid exceeds Netflixs $XXXXX cash-and-stock offer and targets the entire company whereas Netflix is seeking only the Hollywood studios HBO and the streaming division. Warner Bros. investors deserve an opportunity to consider our superior all-cash offer for their shares in the"  
[X Link](https://x.com/SpecialSitsNews/status/1998337474481799494)  2025-12-09T10:22Z 135.2K followers, 3361 engagements


"Food price inflation since Jan 2025"  
[X Link](https://x.com/SpecialSitsNews/status/1998378976142864668)  2025-12-09T13:07Z 135.2K followers, 3473 engagements


"Everyone is now a CDS expert now huh Oracle 5Y CDS graph looks exciting $ORCL until you run the math and realize that it is only pricing in XXXX% probability of default per year and a X% X year cumulative probability of default F***ing NOOBS $NVDA $MSFT $GOOG Historically ORCL CDS traded around 2040 bps so XXX bps represents a material repricing of risk but not a distressed profile"  
[X Link](https://x.com/SpecialSitsNews/status/1998382209258950898)  2025-12-09T13:20Z 135.2K followers, 3412 engagements


"@AlessioTMAD lol"  
[X Link](https://x.com/SpecialSitsNews/status/1998383149944819866)  2025-12-09T13:24Z 135.2K followers, XXX engagements


"Everyone is now a CDS expert now huh Oracle 5Y CDS graph looks exciting $ORCL until you run the math and realize that it is only pricing in XXXX% probability of default per year and a X% X year cumulative probability of default F***ing NOOBS $NVDA $MSFT $GOOG Historically ORCL CDS traded around 2040 bps so XXX bps represents a material repricing of risk but not a distressed profile"  
[X Link](https://x.com/SpecialSitsNews/status/1998388798233678194)  2025-12-09T13:46Z 135.2K followers, 16K engagements


"Anglo American Plc and $TECK Teck Resources Ltd. shareholders voted in favor of the two companies combining clearing a key step toward the creation of a $XX billion metals producer. The deal gives Anglo access to Teck's portfolio of copper mines when the metal has been trading at record highs. The deal still needs approvals from regulators in countries including China the US and Canada"  
[X Link](https://x.com/SpecialSitsNews/status/1998475875625451773)  2025-12-09T19:32Z 135.2K followers, 3217 engagements


"How is $IONQ worth $XX billion with $52mn of TTM revenue and -$323mn of EBITDA and no real business model $RGTI"  
[X Link](https://x.com/SpecialSitsNews/status/1970126280764121132)  2025-09-22T14:01Z 135.1K followers, 7127 engagements


"Truist $TFC Credit Losses also Lower like Comerica $CMA (stock up X% pre) Truist Financial Q3 2025 Earnings - Adj EPS $XXXX - Total Taxable-Equivalent Rev. $5.24B - Provision For Credit Losses $436M (est $484.9M) - CET1 Ratio XX% (est 11%) - Taxable Equivalent Net Interest Margin XXXX% (est 3.04%) - Total Avg. Deposits $396.6B (est $400.09B) Truist Finl (NYSE:TFC) reported quarterly earnings of $XXXX per share which beat the analyst consensus estimate of $XXXX by XXX percent. This is a XXXX percent increase over earnings of $XXXX per share from the same period last year. The company reported"  
[X Link](https://x.com/SpecialSitsNews/status/1979134168526098695)  2025-10-17T10:35Z 135.2K followers, 4289 engagements


"$MOH Molina Healthcare Inc. reported a steep quarterly earnings miss and cut its guidance for the third time in recent months warning profit wont grow next year as medical costs climb. The company spent XX% of ACA premium revenues on medical expenses well above the XX% rate Wall Street analysts expected and now expects adjusted earnings of $XX a share for the full year. Molina's shares plummeted XX% in trading before US exchanges opened and other health insurers with large businesses focused on Affordable Care Act plans also fell amid increasing medical costs in plans provided through the"  
[X Link](https://x.com/SpecialSitsNews/status/1981325503752466661)  2025-10-23T11:43Z 135.2K followers, 5119 engagements


"Union Pacific $UNP said it expects to submit papers for its $XX billion merger with Norfolk Southern $NSC to a regulator as soon as end-November after the railroad operator topped Wall Street's profit estimates on strong coal volumes. Investors are increasingly shifting their focus to the company's deal to form the country's first coast-to-coast railroad company. Union Pacific's results include costs of $XX million or $XXXX per share on a diluted basis related to the mega merger the company said. "While Union Pacific has good opportunities to grow the rail industry is going to be challenged"  
[X Link](https://x.com/SpecialSitsNews/status/1981672922235256892)  2025-10-24T10:43Z 135.2K followers, 3999 engagements


"Kenvue (NYSE: $KVUE) 30-day option implied volatility is at 58; compared to its 52-week range of XX to XX. Call put ratio XXX calls to X put after Kimberly-Clark (KMB) announced acquiring in cash stock"  
[X Link](https://x.com/SpecialSitsNews/status/1985389424449110316)  2025-11-03T16:51Z 135.2K followers, 4103 engagements


"Private credit pay to play Egan Jones $APO $BX $ARCC $ARES $TPG $OWL $HTGC FT: Egan-Jones alone issued 3600 ratings last year and 3400 in 2025 with only XX analysts. there is no value in thisjust pay to play garbage in garbage out"  
[X Link](https://x.com/SpecialSitsNews/status/1988953772425617586)  2025-11-13T12:55Z 135.1K followers, 12.9K engagements


"Merger Monday $SEE SEALED AIR TO BE ACQUIRED BY CD&R FOR $42.15/SHR IN CASH"  
[X Link](https://x.com/SpecialSitsNews/status/1990389639685816521)  2025-11-17T12:00Z 135.1K followers, 3853 engagements


"AI Jeans - your jeans will now tell you when you are fat Levi Strauss & Co. Partners with Microsoft to Build Next-Gen Super-Agent $MSFT $LEVI"  
[X Link](https://x.com/SpecialSitsNews/status/1990421182491795950)  2025-11-17T14:06Z 135.2K followers, 14.4K engagements


"Ueda Signals BOJ Remains on Rate Hike Path After PM Meet Governor Kazuo Ueda told Prime Minister Sanae Takaichi that the Bank of Japan is in the process of making gradual adjustments to the degree of monetary easing. Ueda said the mechanism for inflation and wages to grow together is recovering and the Bank of Japan will make appropriate policy decisions based on data. The Bank of Japan's next policy decision is on Dec. XX and Ueda signaled his intention to carefully raise rates"  
[X Link](https://x.com/SpecialSitsNews/status/1990703898680574127)  2025-11-18T08:49Z 135.1K followers, 4263 engagements


"Peace deals potentially with Russia $uso $uco $xle"  
[X Link](https://x.com/SpecialSitsNews/status/1991138923070865420)  2025-11-19T13:38Z 135.2K followers, 5578 engagements


"$XYZ Block Inc: had a trading halt. They disclosed a large buyback and now it is trading again up X% Block (XYZ) reported late Wednesday that it expects fiscal 2026 adjusted net income to come at $XXXX per share. Analysts polled by FactSet expected $XXXX. Analyst day today included $5B increase to share buyback"  
[X Link](https://x.com/SpecialSitsNews/status/1991243974208536714)  2025-11-19T20:35Z 135.1K followers, 7547 engagements


"$WMT beats but shares down X% premarket Walmart Boosts FY Adj. EPS View to Move Listing from NYSE to NASDAQ: Walmart boosted its adjusted earnings per share forecast for the full year. 2026 FORECAST Adjusted EPS $XXXX to $XXXX saw $XXXX to $XXXX estimate $XXXX Net sales at constant currencies +4.8% to +5.1% saw +3.75% to XXXX% 3Q RESULTS Total US comparable sales ex-gas +4.4% estimate +4% Walmart-only US stores comparable sales ex-gas +4.5% estimate +4.03% Sams Club US comparable sales ex-gas +3.8% estimate +4.77% Adjusted EPS 62c estimate 60c Revenue $XXXXXX billion +5.8% y/y estimate"  
[X Link](https://x.com/SpecialSitsNews/status/1991491974013108541)  2025-11-20T13:01Z 135.2K followers, 3880 engagements


"Looks like everyone at the Fed is ganging up against Trump who judges himself based on market performance Fed Governor Lisa Cook warned that high valuations in stocks corporate bonds housing and leveraged loans increase the risk of sharp market declines though she said the financial system remains resilient. She highlighted liquidity risks tied to hedge funds growing role in Treasury markets and said private credit isnt a stability threat but should be monitored. Cook added that AI could both improve and destabilize markets noting that its impact requires close watch. She did not discuss"  
[X Link](https://x.com/SpecialSitsNews/status/1991560095189090688)  2025-11-20T17:31Z 135.2K followers, 12.6K engagements


"Oil near liberation day lows $USO $UCO $BNO That doesn't scream inflation haha"  
[X Link](https://x.com/SpecialSitsNews/status/1991850576607645869)  2025-11-21T12:45Z 135.2K followers, 3829 engagements


"Short interest spiking to 2020 levels for SPX (GS)"  
[X Link](https://x.com/SpecialSitsNews/status/1991868690636411377)  2025-11-21T13:57Z 135.1K followers, 16.9K engagements


"WTI crude oil $XX handle.what inflation $USO $UCO"  
[X Link](https://x.com/SpecialSitsNews/status/1991888243252683093)  2025-11-21T15:15Z 135.1K followers, 3911 engagements


"$OWL is the one holding the bag in the $META AI $XX billion SPV debt deal. META can walk away in X years apparently"  
[X Link](https://x.com/SpecialSitsNews/status/1992672966849532343)  2025-11-23T19:13Z 135.1K followers, 37.1K engagements


"High Short Interest Stocks Pummelled this Month $OPEN $IREN $CIFR $RGTI $QTUM $BYND $OKLO JPM: "given the XX% relative underperformance of High SI stocks were getting fairly close to what has been typical the max underperformance within a 3m period (many relative drawdowns peaked around 20-25% with only a few in 2021 and early 2022 getting worse).""  
[X Link](https://x.com/SpecialSitsNews/status/1992691405660246262)  2025-11-23T20:27Z 135.1K followers, 6058 engagements


"While $NVDA's numbers and guide were by all accounts stellar it seems like there wasn't enough incremental information (particularly in light of the recent $500bn X year guide) to give the "all-clear" that many had been hoping for. From GS perspective we are at the point in the AI cycle where the market is increasingly looking for datapoints on returns on AI spend vs. more evidence that the spend is high & growing. To that point they did not observe much institutional buying in NVDA post numbers but continue to observe large $ rotations into $GOOGL post Gemini X launch this past week"  
[X Link](https://x.com/SpecialSitsNews/status/1992725016480452704)  2025-11-23T22:40Z 135.2K followers, 6470 engagements


"$USO $UCO $BNO oil prices at X year lows"  
[X Link](https://x.com/SpecialSitsNews/status/1992941848235839532)  2025-11-24T13:02Z 135.1K followers, 6293 engagements


"Only X% of BofA clients calling for a hard landing"  
[X Link](https://x.com/SpecialSitsNews/status/1993045774582923658)  2025-11-24T19:55Z 135.2K followers, 3109 engagements


"Wall Street very bearish on crude oil $UCO $USO $BNO $XLE"  
[X Link](https://x.com/SpecialSitsNews/status/1993275946326270388)  2025-11-25T11:09Z 135.2K followers, 7688 engagements


"Three Wall Street heavyweights $FIG $ARES $BX are poised to suffer a total $1.4bn loss on a deal (USS) for a portable-toilet company that processed a billion gallons of piss and crap every year orchestrated by Platinum Equity spotlighting the hazards of a controversial strategy thats gained traction across private equity. Fortress Investment Group Ares Management Corp. and Blackstone Inc. are among the money managers set to lose a combined $XXX billion on United Site Services Inc. as Platinum prepares to hand control of the company to lenders according to people with knowledge of the matter"  
[X Link](https://x.com/SpecialSitsNews/status/1993425903532023843)  2025-11-25T21:05Z 135.1K followers, 10.8K engagements


"Hewlett Packard consumer side $HPQ not $HPE drops XXX% after announcing 5000 layoffs and cutting EPS outlook"  
[X Link](https://x.com/SpecialSitsNews/status/1993447471012540454)  2025-11-25T22:31Z 135.1K followers, 4750 engagements


"Goldman thinks oil has another $X downside in a Ukraine / Russia deal $uco $uso $bno"  
[X Link](https://x.com/SpecialSitsNews/status/1993973936036487574)  2025-11-27T09:23Z 135.2K followers, 15.5K engagements


"Alibaba $baba ByteDance Train AI Models Overseas to Access Nvidia $nvda Chips Despite U.S. Curbs Via @Sino_Market Top Chinese tech companies are training their AI models overseas to access Nvidia chips and circumvent U.S. curbs. Alibaba and ByteDance are training new large language models in data centers across Southeast Asia according to people with direct knowledge. Training activity has increased since the Trump administration restricted sales of Nvidias H20 chips in April. A Singapore-based data center operator said the region is attractive because you need the best chips to train the"  
[X Link](https://x.com/SpecialSitsNews/status/1993994628836532335)  2025-11-27T10:45Z 135.1K followers, 10.8K engagements


"Very interesting revision upward in oil production $uso $uco $bno"  
[X Link](https://x.com/SpecialSitsNews/status/1994537324634648816)  2025-11-28T22:42Z 135.2K followers, 8597 engagements


"Pat has no idea what he is talking aboutembarrassing $nvda $ionq"  
[X Link](https://x.com/SpecialSitsNews/status/1994835378118037844)  2025-11-29T18:26Z 135.2K followers, 13.7K engagements


"$nvda $amd shipments"  
[X Link](https://x.com/SpecialSitsNews/status/1994903097408094343)  2025-11-29T22:55Z 135.1K followers, 13K engagements


"BNPL exploded this holiday season Klarna saw a XX% year-over-year increase in U.S. sales from November X through Black Friday. Footwear tech beauty and home goods all performed strongly"  
[X Link](https://x.com/SpecialSitsNews/status/1995510106633699585)  2025-12-01T15:07Z 135.1K followers, 34K engagements


"$ethz just cancelled a company incentive plan worth roughly 5mn shares (25pct of shares) taking nav up to close to $XX from $XX taking discount to over 40pct Diluted shares to be reduced by 5mn and share buyback likely to begin $bmnr $sbet @capybaraReborn"  
[X Link](https://x.com/SpecialSitsNews/status/1995622781149741384)  2025-12-01T22:35Z 135.1K followers, 6020 engagements


"Fed Chair Powell avoids commenting on the economy and monetary policy in Stanford University remarks. Fed in blackout period until Dec 10th"  
[X Link](https://x.com/SpecialSitsNews/status/1995665070639251522)  2025-12-02T01:23Z 135.1K followers, 5345 engagements


"Omnicom said it will lay off more than 4000 employees $OMC"  
[X Link](https://x.com/SpecialSitsNews/status/1995956326091100394)  2025-12-02T20:40Z 135.2K followers, 5695 engagements


"Private equity stocks have underperformed this year as most of their exposure now is private credit where it is harder to generate returns and where investors are growing skeptical $BX $ARES $OWL"  
[X Link](https://x.com/SpecialSitsNews/status/1996087898253525462)  2025-12-03T05:23Z 135.1K followers, 4818 engagements


"Prediction markets are becoming bigger and bigger in our daily information flow"  
[X Link](https://x.com/SpecialSitsNews/status/1996659200559403212)  2025-12-04T19:13Z 135.1K followers, 5264 engagements


"Truflation PCE update"  
[X Link](https://x.com/SpecialSitsNews/status/1996675216781746181)  2025-12-04T20:17Z 135.1K followers, 7608 engagements


"White House economic adviser Hassett says the Federal Reserve will likely cut interest rates next week"  
[X Link](https://x.com/SpecialSitsNews/status/1996709944306126880)  2025-12-04T22:35Z 135.1K followers, 12.3K engagements


"Atlanta Fed revised down by half a percent"  
[X Link](https://x.com/SpecialSitsNews/status/1997062174112374950)  2025-12-05T21:55Z 135.1K followers, 6949 engagements


"While delayed core PCE very reasonable for Fed to cut in Dec"  
[X Link](https://x.com/SpecialSitsNews/status/1997091539265216650)  2025-12-05T23:51Z 135.2K followers, 6822 engagements


"SpaceX not raising money at $XXX billion $SATS But are there secondary employee sales at that valuation And are the sales large enough to matter"  
[X Link](https://x.com/SpecialSitsNews/status/1997653957481480579)  2025-12-07T13:06Z 135.2K followers, 10.7K engagements


"The fact that bankruptcy filings are modestly higher is nothing to get too worked up about. Given all the X base rate rate (LIBOR/SOFR) refinancings that occurred in 2020-2021 defaults should be MUCH HIGHER. I'm actually surprised they are this LOW Imagine a X year bond for a zombie company maturing in 2025 of course there are going to be some issues"  
[X Link](https://x.com/SpecialSitsNews/status/1997724280118026260)  2025-12-07T17:45Z 135.2K followers, 4707 engagements


"Heading to the $msft excel world championships"  
[X Link](https://x.com/SpecialSitsNews/status/1997766729788014695)  2025-12-07T20:34Z 135.2K followers, 5568 engagements


"@TradingPulseX The extensions themselves are a sign of capital markets strength but agree that zombie companies still exist"  
[X Link](https://x.com/SpecialSitsNews/status/1997948585674178637)  2025-12-08T08:37Z 135.1K followers, XX engagements


"Saylor's $MSTR buys another 10624 #bitcoin worth $XXX million $ASST"  
[X Link](https://x.com/SpecialSitsNews/status/1998016558568792158)  2025-12-08T13:07Z 135.2K followers, XXX engagements


"White House Sr Adviser Hassett on Fed: We should continue to get the rate down some - CNBC"  
[X Link](https://x.com/SpecialSitsNews/status/1998018738009133485)  2025-12-08T13:16Z 135.2K followers, 3141 engagements


"Paramount $PSKY makes $30/share $XXXXX billion hostile bid for $WBD Warner Bros Discovery"  
[X Link](https://x.com/SpecialSitsNews/status/1998037026936152480)  2025-12-08T14:28Z 135.2K followers, 3752 engagements


"Builders FirstSource Inc. (NYSE: $BLDR) announced it will dual list its common stock on NYSE Texas the newly launched electronic equities exchange based in Dallas. The company will maintain its primary listing on the New York Stock Exchange while trading under the same BLDR ticker symbol on NYSE Texas"  
[X Link](https://x.com/SpecialSitsNews/status/1954861259444076924)  2025-08-11T11:03Z 135.2K followers, 4378 engagements


"Very interesting an oil capacity audit $uso $uco $bno"  
[X Link](https://x.com/SpecialSitsNews/status/1996423132312477762)  2025-12-04T03:35Z 135.2K followers, 7291 engagements


"$apo turning negative on AI credit and capex"  
[X Link](https://x.com/SpecialSitsNews/status/1997355046376272017)  2025-12-06T17:18Z 135.2K followers, 34.3K engagements


"Oil will move on this $USO $UCO $BNO $XLE: ZELENSKIY: THERE IS SMALL PROGRESS TOWARDS PEACE"  
[X Link](https://x.com/SpecialSitsNews/status/1998087611232231835)  2025-12-08T17:49Z 135.2K followers, 4631 engagements


"Wow $OWL $OTF"  
[X Link](https://x.com/SpecialSitsNews/status/1992919442150629479)  2025-11-24T11:33Z 135.2K followers, 16K engagements


"Saylor says the following US banks are now issuing credit against Bitcoin: $C Citi $JPM JPMorgan $WFC Wells Fargo $BNY BNY Mellon Charles Schwab $BAC Bank of America"  
[X Link](https://x.com/SpecialSitsNews/status/1998379884830462371)  2025-12-09T13:11Z 135.2K followers, 4157 engagements


"The following banks expect a rate cut tmrw with hawkish commentary: - Morgan Stanley $MS - JPMorgan $JPM - Bank of America $BAC - Deutsche Bank $DB - Goldman Sachs $GS - Commerzbank - Citi $C"  
[X Link](https://x.com/SpecialSitsNews/status/1998398424748528061)  2025-12-09T14:24Z 135.2K followers, 4607 engagements


"KKR & Co. Co-Chief Executive Officer Scott Nuttall anticipates more defaults cropping up in private credit as the sector normalizes after a period of minimal losses. $FSK $KKR Theres no doubt weve been through a period of time where the losses in that space have been relatively low he said in an interview Tuesday at the Goldman Sachs Financial Services Conference. Were expecting a return to more a normal default environment. Defaults are likely to be higher among direct loans backing 2021-vintage private equity and tech deals but people are overreacting to the prospect of higher levels"  
[X Link](https://x.com/SpecialSitsNews/status/1998411191920525714)  2025-12-09T15:15Z 135.2K followers, 3507 engagements


"$JPM: JPMorgan sees FY card charge offs XXX% higher than expected ( $C $WFC selling off) JPMORGAN SEES FULL YEAR 2026 EXPENSES AT $105B higher than expected"  
[X Link](https://x.com/SpecialSitsNews/status/1998448777045090376)  2025-12-09T17:44Z 135.2K followers, 4423 engagements


"@APompliano what is the actual mNAV of $BRR"  
[X Link](https://x.com/SpecialSitsNews/status/1998463569638117581)  2025-12-09T18:43Z 135.2K followers, XXX engagements


"$BMNR should buy $ETHZ at over a XX discount to NAV would be extremely accretive buying Eth at $1500 @fundstrat @ETHZilla_ETHZ $sbet $fgnx $etha @capybaraReborn"  
[X Link](https://x.com/SpecialSitsNews/status/1998516667635450318)  2025-12-09T22:14Z 135.2K followers, 5566 engagements