#  @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: [-------] [#](/creator/twitter::1242122660500381696/interactions)  - [--] Week [---------] +936% - [--] Month [----------] +575% - [--] Months [----------] +13% - [--] Year [----------] -13% ### Mentions: [---] [#](/creator/twitter::1242122660500381696/posts_active)  - [--] Week [---] -0.77% - [--] Month [-----] +60% - [--] Months [-----] +3.50% - [--] Year [-----] +1.30% ### Followers: [-------] [#](/creator/twitter::1242122660500381696/followers)  - [--] Week [-------] +0.84% - [--] Month [-------] +1.60% - [--] Months [-------] +5.60% - [--] Year [-------] +19% ### CreatorRank: [------] [#](/creator/twitter::1242122660500381696/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #1270 [finance](/list/finance) #3531 [technology brands](/list/technology-brands) 28.14% [countries](/list/countries) 10.88% [cryptocurrencies](/list/cryptocurrencies) 8.44% [financial services](/list/financial-services) #918 [social networks](/list/social-networks) 2.06% [automotive brands](/list/automotive-brands) 1.69% [celebrities](/list/celebrities) 1.5% [travel destinations](/list/travel-destinations) 1.5% **Social topic influence** [ai](/topic/ai) #2664, [$nvda](/topic/$nvda) #108, [$msft](/topic/$msft) #25, [$goog](/topic/$goog) #9, [$amzn](/topic/$amzn) #103, [meta](/topic/meta) #1148, [$meta](/topic/$meta) #16, [$slv](/topic/$slv) #28, [gold](/topic/gold) #3930, [nvda](/topic/nvda) #37 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@william_r2rclub](/creator/undefined) [@teshen8lin](/creator/undefined) [@bri091188812657](/creator/undefined) [@edwardkens50830](/creator/undefined) [@wavegodmcfly](/creator/undefined) [@lmaosuine420](/creator/undefined) [@logicalthesis](/creator/undefined) [@anthropicai](/creator/undefined) [@storytrading](/creator/undefined) [@biancoresearch](/creator/undefined) [@trader2179](/creator/undefined) [@brianarmstrong](/creator/undefined) [@paulmangione](/creator/undefined) [@anthembcbsnews](/creator/undefined) [@anthembcbs](/creator/undefined) [@nydfs](/creator/undefined) [@jlishawa](/creator/undefined) [@seandavid](/creator/undefined) [@nyminute](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [SPDR GOLD ETF (GLD)](/topic/$gld) [Advanced Micro Devices (AMD)](/topic/$amd) [iShares BTC Trust (IBIT)](/topic/$ibit) [Salesforce Inc (CRM)](/topic/$crm) [Apple, Inc. (AAPL)](/topic/$aapl) [BlackCoin (BLK)](/topic/$blk) [Strategy (MSTR)](/topic/$mstr) [Oracle Corporation (ORCL)](/topic/$orcl) [Netflix Inc (NFLX)](/topic/$nflx) [BlackRock Inc (BLK)](/topic/blackrock) [Bitcoin (BTC)](/topic/bitcoin) [Now Coin (NOW)](/topic/$now) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [JPMorgan Chase (JPM)](/topic/$jpm) [Uniris (UCO)](/topic/$uco) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Southern Copper Corporation (SCCO)](/topic/$scco) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) [MP Materials Corp. (MP)](/topic/$mp) [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [DisChain (DIS)](/topic/$dis) [Teck Resources Limited (TECK)](/topic/$teck) [Apollo Global Management, Inc. (APO)](/topic/$apo) [UBS Group AG (UBS)](/topic/$ubs) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [SBET (SBET)](/topic/$sbet) [Basis Cash (BAC)](/topic/$bac) [Realio Network (RIO)](/topic/$rio) [Micron Technology, Inc. (MU)](/topic/$mu) [Tesla, Inc. (TSLA)](/topic/$tsla) [ServiceNow Inc (NOW)](/topic/servicenow) ### Top Social Posts Top posts by engagements in the last [--] hours "This admin thinks these people want to work in manufacturing with two 10-minute bathroom breaks per day" [X Link](https://x.com/SpecialSitsNews/status/1912506699505709553) 2025-04-16T14:01Z 138K followers, 59.1K engagements "$AMZN Amazon Inc. alleges that PacifiCorp a $BRKB Berkshire Hathaway Inc.-owned utility in Oregon is failing to provide sufficient power for four new data center facilities. Amazon lodged a complaint with the Public Utility Commission of Oregon stating that PacifiCorp breached obligations to provide sufficient power for the projects. The dispute highlights the strain that rapid expansion of technology facilities is putting on the electric grid with electricity demand from AI computing expected to more than double in the US by [----]. https://twitter.com/i/web/status/1985710656423694411" [X Link](https://x.com/SpecialSitsNews/status/1985710656423694411) 2025-11-04T14:08Z 137.3K followers, 11.1K 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 https://twitter.com/i/web/status/1990421182491795950 https://twitter.com/i/web/status/1990421182491795950" [X Link](https://x.com/SpecialSitsNews/status/1990421182491795950) 2025-11-17T14:06Z 137.9K followers, 14.5K 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 137.9K followers, [----] 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 $50 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. https://twitter.com/i/web/status/1998475875625451773 https://twitter.com/i/web/status/1998475875625451773" [X Link](https://x.com/SpecialSitsNews/status/1998475875625451773) 2025-12-09T19:32Z 137.9K followers, [----] engagements "While $APO predicts a decade of [--] equity returns equity exposure at the firm is a minimal it obviously predicts robust private credit returns Apollo is one of the biggest private credit firms in the world so no bias haha" [X Link](https://x.com/SpecialSitsNews/status/1999247997742526912) 2025-12-11T22:40Z 137.3K followers, [----] engagements "Conduit Power has entered into financial agreements with Diamondback Energy Inc. (NASDAQ: $FANG) and Granite Ridge Resources (NYSE: $GRNT) to develop [---] megawatts of natural gas power generation assets in Texas. Under the agreements Conduit will build own and operate the distributed power generation capacity across ERCOT's Load Zone West in West Texas. The facilities will sell energy and ancillary services to the Electric Reliability Council of Texas the state's largest power grid operator. https://twitter.com/i/web/status/2001358353281270008" [X Link](https://x.com/SpecialSitsNews/status/2001358353281270008) 2025-12-17T18:26Z 138.2K followers, [----] engagements "Gotta love Munger trolling every banker in America Charlie Munger famously mocked EBITDA by saying EBITDA is bullshit earnings because he believed it distracts investors from real economic costs and makes weak businesses look healthier than they are. $brkb $brka" [X Link](https://x.com/SpecialSitsNews/status/2002122336980394120) 2025-12-19T21:02Z 138K followers, 11.7K engagements "Warren Buffett will retire tmrw $brkb $brka" [X Link](https://x.com/SpecialSitsNews/status/2006033479461478654) 2025-12-30T16:03Z 138K followers, [----] engagements "Russian billionaire Oleg Deripaska warns that if the US secures control over Venezuelas oil fields after already moving into Guyana it could end up overseeing more than half of the worlds reserves. $uso $uco In his view Washington would then be able to hold oil prices near $50 a barrel putting serious pressure on Russias state-capitalist economic model. Post Via @27khv https://twitter.com/i/web/status/2007538885681704980 https://twitter.com/i/web/status/2007538885681704980" [X Link](https://x.com/SpecialSitsNews/status/2007538885681704980) 2026-01-03T19:45Z 138.1K followers, [----] engagements "Anthropic $GOOG will directly purchase close to [-------] TPUv7 units and deploy them in facilities it controls. These [--] million chips will be purchased directly from Broadcom selling the systems to Anthropic. $AVGO Under this structure for Anthropic owned TPUs TeraWulf ( $WULF) Hut8 Cipher Mining ( $CIFR) will deliver the data center infrastructure while Fluidstack will assume responsibility for on-site deployment including cabling burn-in acceptance testing and remote-hands services effectively outsourcing physical server operations for Anthropic. Post via @SemiAnalysis_" [X Link](https://x.com/SpecialSitsNews/status/2007539697325854835) 2026-01-03T19:48Z 138K followers, [----] engagements "$UBS has attracted roughly $10bn of demand for its return to the Additional Tier [--] (AT1) market signaling strong investor appetite despite lingering uncertainty around Swiss capital rules and unresolved litigation over Credit Suisses wiped-out AT1s. The bank is marketing two USD-denominated tranches: a 2031-call note at 7.125% and a 2036-call note at 7.5% with demand broadly split between the two maturities. If completed this would be UBSs first AT1 issuance since September and the first such deal of [----] a year expected to see limited supply given low refinancing needs across major banks." [X Link](https://x.com/SpecialSitsNews/status/2008164221222047868) 2026-01-05T13:10Z 138K followers, [----] engagements "MSCI ruled DATS will stay in indices $asst $sbet $bmnr $mstr $ethz $sqns $naka $brr" [X Link](https://x.com/SpecialSitsNews/status/2008712317194875301) 2026-01-07T01:28Z 138K followers, [----] engagements "$vsco Victorias Secret $VSCO is now up over 230% since announcing they are bringing back the Fashion Show generational wealth missed again. https://t.co/uZ0z3lGgpI Victorias Secret $VSCO is now up over 230% since announcing they are bringing back the Fashion Show generational wealth missed again. https://t.co/uZ0z3lGgpI" [X Link](https://x.com/SpecialSitsNews/status/2009935214148022581) 2026-01-10T10:27Z 138K followers, [----] engagements "@LogicalThesis @R_and_Invest @samsolid57 They can absolutely suspend the pref dividends. Saylor doesn't want to do that now but if push comes to shove they can. Dude $AHT just suspended pref dividends [--] days ago. Anyone who thinks otherwise doesn't understand how prefs work" [X Link](https://x.com/SpecialSitsNews/status/2011813260916338967) 2026-01-15T14:50Z 137.9K followers, [---] engagements "BlackRocks $BLK Rick Rieder is gaining momentum as a candidate for Federal Reserve chair sources say as President Trump weighs a nominee who may face less Senate resistance. The four-way race includes Rieder White House adviser Kevin Hassett Fed Governor Christopher Waller and former governor Kevin Warsh. Hassett was an early frontrunner but Trump may keep him in the White House. https://twitter.com/i/web/status/2013019897807212838 https://twitter.com/i/web/status/2013019897807212838" [X Link](https://x.com/SpecialSitsNews/status/2013019897807212838) 2026-01-18T22:45Z 137.5K followers, [----] engagements "BlackRock $BLK iShares Preferred and Income Securities ETF just disclosed holding #Bitcoin treasury company Strategy's $STRC $STRF $STRK and $STRD shares worth $471 million. That's 3.3% of the total ETF" [X Link](https://x.com/SpecialSitsNews/status/2013289002825035931) 2026-01-19T16:34Z 137.2K followers, [----] engagements "Trump eats really bad food which is $MCD McDonalds and candy and Diet Coke $KO. But he drinks Diet Coke at all times. He has the constitution of a deity. I dont know how hes alive." - RFK Jr" [X Link](https://x.com/SpecialSitsNews/status/2013292140189638993) 2026-01-19T16:47Z 137.3K followers, 13.6K engagements "Interesting tweet from @dharmesh the CTO of $HUBS" [X Link](https://x.com/SpecialSitsNews/status/2013383488792043941) 2026-01-19T22:50Z 137.3K followers, 43.5K engagements "$UBS CEO says blockchain will be the future of the global banking business" [X Link](https://x.com/SpecialSitsNews/status/2013706084943347788) 2026-01-20T20:11Z 138K followers, [----] engagements "Worst combined cross asset decline since April [----] across US equities corporate bonds government bonds and crypto $SPY $TLT $LQD $HYG $IBIT" [X Link](https://x.com/SpecialSitsNews/status/2013711363592409482) 2026-01-20T20:32Z 137.9K followers, [----] engagements "US Treasury Secretary Scott Bessent says Deutsche Bank's $DB CEO called to dismiss a report that had suggested European investors may dump US assets" [X Link](https://x.com/SpecialSitsNews/status/2013926771259818373) 2026-01-21T10:48Z 137.9K followers, [----] engagements "ONDO finance just increased the tokenized assets on Solana by 400pct overnight after the NYSE approved its tokenization program for stocks $upxi" [X Link](https://x.com/SpecialSitsNews/status/2014109572311511169) 2026-01-21T22:55Z 138K followers, [----] engagements "This is an automatic egg fryer produced by a Chinese company. It can fry an egg in just [--] seconds making fresh eggs instantly which is very practical for restaurants. Pair this with some AI robots and a security guard and you don't need any $MCD employees" [X Link](https://x.com/SpecialSitsNews/status/2014302371438850123) 2026-01-22T11:41Z 137.3K followers, 22.6K engagements "$GE Aerospace beat on earnings shares flat premkt GE Aerospace $GE reported quarterly earnings of $1.57 per share which beat the analyst consensus estimate of $1.43 by [----] percent. This is a 18.94% increase over earnings of $1.32 per share from the same period last year. The company reported quarterly sales of $12.717 billion which beat the analyst consensus estimate of $11.177 billion by 13.78%. This is a 17.62% increase over sales of $10.812 billion the same period last year. General Electric Aerospace forecast adjusted earnings per share for [----] of $7.10 to $7.40. YEAR FORECAST - Sees" [X Link](https://x.com/SpecialSitsNews/status/2014306993104634077) 2026-01-22T11:59Z 137.7K followers, 10.2K engagements "BLACKROCK $BLK SAYS ETHEREUM $ETH BACKS 65% OF TOKENIZED ASSETS POISED TO BENEFIT FROM TOKENIZATION BOOM" [X Link](https://x.com/SpecialSitsNews/status/2014364593313698232) 2026-01-22T15:48Z 137.5K followers, [----] engagements "$WDAY Workday CEO Carl Eschenbach downplayed concerns that artificial intelligence could undermine traditional software business models calling such fears overblown in an interview on CNBCs Squawk Box on Thursday. Speaking from the World Economic Forum in Davos Eschenbach characterized AI as a net positive for Workday emphasizing that it represents a demand tailwind rather than a structural threat. Software equities have come under pressure in recent months amid investor concerns that generative AI could disrupt incumbent vendors by eroding recurring revenue models. Eschenbach argued that in" [X Link](https://x.com/SpecialSitsNews/status/2014385258167226628) 2026-01-22T17:10Z 137.9K followers, [----] engagements "$BAC BANK OF AMERICA $C CITIGROUP WEIGH NEW CREDIT CARDS WITH 10% RATE" [X Link](https://x.com/SpecialSitsNews/status/2014398305476698321) 2026-01-22T18:02Z 137.2K followers, [----] engagements "Gold $GLD over $5000 Mamma mia We are rich boyz and girlz. $IBIT $SBET next" [X Link](https://x.com/SpecialSitsNews/status/2014740705994797375) 2026-01-23T16:43Z 137.6K followers, [----] engagements "Be careful regarding what you buy online $gld" [X Link](https://x.com/SpecialSitsNews/status/2015130571194671315) 2026-01-24T18:32Z 137.2K followers, 30.2K engagements "Copper supply actually falling $FCX" [X Link](https://x.com/SpecialSitsNews/status/2015444224439619990) 2026-01-25T15:18Z 137.3K followers, 18.2K engagements "$CPNG faces some domestic challenges but growth is strong" [X Link](https://x.com/SpecialSitsNews/status/2015510773267640736) 2026-01-25T19:43Z 137.6K followers, [----] engagements "Trump has literally wiped out more than half of his net worth in crypto since October from $4 billion to $2 billion. $DJT $ABTC. We are entering our 2nd government shutdown in [--] months. Eric must be squeamish. $IBIT $MSTR" [X Link](https://x.com/SpecialSitsNews/status/2015522800463728988) 2026-01-25T20:30Z 137.9K followers, [----] engagements "BlackRock's $BLK Rick Rieder Expected to be the Next Fed Chair (50% Chance) On policy Rieder tends to be more focused on risk and focused on avoiding damage to credit housing and small business. Thats why hes been more open than many to rate cuts in this phase of the cycle. Rick Rieders candidacy represents a shift from academic theory to real-world financial plumbing. As the manager of $2.4 trillion in fixed income at BlackRock he possesses a unique understanding of how monetary policy actually "hits the tape." [--]. Preventing "Economic Accidents" Rieders primary strength as a potential Fed" [X Link](https://x.com/SpecialSitsNews/status/2015559575307473211) 2026-01-25T22:57Z 137.9K followers, [----] engagements "The Federal Open Market Committee (FOMC) is scheduled to meet this week on Tuesday January [--] and Wednesday January [--] [----]. The overwhelming market expectation is a pause with the Fed likely to keep the benchmark interest rate steady at its current range of 3.50%3.75%. [--]. The Decision: A "Hawkish Pause" Following three consecutive rate cuts in late [----] (totaling [--] basis points) the Fed is expected to hit the "pause button" to evaluate the impact on inflation and the labor market. Current Odds: FedWatch tools show a 95%97% probability that rates will remain unchanged. Inflation Concerns:" [X Link](https://x.com/SpecialSitsNews/status/2015564417342013486) 2026-01-25T23:16Z 138.1K followers, [----] engagements "$TM Toyota Motors probably a sell on yen intervention (bad for exports)" [X Link](https://x.com/SpecialSitsNews/status/2015611882233589989) 2026-01-26T02:24Z 138K followers, [----] engagements "Our Educational Discord call recording is up where we discuss our top [--] picks out of [--] copper names long term. $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FQVLF $ERO $COPX $ICOP $COPP $CPER https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing" [X Link](https://x.com/SpecialSitsNews/status/2015615369738682505) 2026-01-26T02:38Z 138K followers, [----] engagements "For the first time since [----] the value of gold held by central banks ($4.6 trillion) exceeds the value of the US Treasurys they hold ($3.9 trillion). $gld" [X Link](https://x.com/SpecialSitsNews/status/2015628089221423560) 2026-01-26T03:29Z 137.2K followers, 163.7K engagements "$IONQ IonQ Inc. has agreed to buy SkyWater Technology Inc. in a cash-and-stock deal that values the chipmaker at about $1.8 billion. IonQ will pay $35 a share for the Minnesota-based company comprising $15 in cash and $20 in stock a 38% premium to SkyWaters average share price over [--] days. The deal gives IonQ access to a large US-based chip foundry allowing it to speed up development of its own technology and boost its appeal to US customers in sensitive sectors like defense. https://twitter.com/i/web/status/2015754928170434874 https://twitter.com/i/web/status/2015754928170434874" [X Link](https://x.com/SpecialSitsNews/status/2015754928170434874) 2026-01-26T11:53Z 138K followers, [----] engagements "$CHGG was one of the most obvious victims of AI Is $DUOL a victim Possibly the biggest victim of AI https://t.co/BNlv4mSmgX Possibly the biggest victim of AI https://t.co/BNlv4mSmgX" [X Link](https://x.com/SpecialSitsNews/status/2015759233287897472) 2026-01-26T12:10Z 137.9K followers, [----] engagements "NVIDIA $NVDA has invested $2 billion into CoreWeave $CRWV at $87.20/share Stock up 10% bonds up [--] points from [---] spread to [---] spread" [X Link](https://x.com/SpecialSitsNews/status/2015786178771820675) 2026-01-26T13:57Z 137.2K followers, [----] engagements "$VST power generation companies https://x.com/ShanuMathew93/status/2015817095993233762s=20 Power has been one of the primary winners of the AI capex trade. (chart: Bernstein) https://t.co/dVe6gVvYag https://x.com/ShanuMathew93/status/2015817095993233762s=20 Power has been one of the primary winners of the AI capex trade. (chart: Bernstein) https://t.co/dVe6gVvYag" [X Link](https://x.com/SpecialSitsNews/status/2015862160895693118) 2026-01-26T18:59Z 137.9K followers, [----] engagements "$apo WARNING: This may be a PTSD trigger for those of you who were credit investors in [----]. https://t.co/ayXUrxCiP8 WARNING: This may be a PTSD trigger for those of you who were credit investors in [----]. https://t.co/ayXUrxCiP8" [X Link](https://x.com/SpecialSitsNews/status/2016066253752803374) 2026-01-27T08:30Z 138.2K followers, [----] engagements "$orcl TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30000 people or sell Cerner to keep up with the debt on the data centers its building for OpenAI. It also says multiple US banks have pulled back from Oracle data center deals. https://t.co/T26ZPgh3iD TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30000 people or sell Cerner to keep up with the debt on the data centers its building for OpenAI. It also says multiple US banks have pulled back from Oracle data center deals. https://t.co/T26ZPgh3iD" [X Link](https://x.com/SpecialSitsNews/status/2016066344488206354) 2026-01-27T08:30Z 137.3K followers, [----] engagements "Rieder is going to cut rates to at least 3%.not to 2% like Hassett but more than the market predicts" [X Link](https://x.com/SpecialSitsNews/status/2016072358897869047) 2026-01-27T08:54Z 138K followers, 19K engagements "@ensoldyrkare Man has the gravitas running $2.4 trillion at $BLK BlackRock to sway the others Imagine some of the other members at the Fed would kill to be advisers at BlackRock" [X Link](https://x.com/SpecialSitsNews/status/2016074584185872642) 2026-01-27T09:03Z 137.3K followers, [---] engagements "$UPS beat shares up 5% UPS forecast revenue for [----] of about $89.7 billion estimate $87.95 billion (BEAT) 4Q Results - Adjusted EPS $2.38 vs. $2.75 y/y estimate $2.21EPS $2.10 vs. $2.01 y/y - Revenue $24.5 billion -3.2% y/y estimate $23.99 billion - US package revenue $16.76 billion -3.2% y/y estimate $16.27 billion - International package revenue $5.05 billion +2.5% y/y estimate $5.01 billion - Supply Chain Solutions revenue $2.68 billion -13% y/y estimate $2.73 billion https://twitter.com/i/web/status/2016114439519404331 https://twitter.com/i/web/status/2016114439519404331" [X Link](https://x.com/SpecialSitsNews/status/2016114439519404331) 2026-01-27T11:41Z 137.3K followers, [----] engagements "$UNH UnitedHealth reported weaker-than-estimated quarterly revenue sending shares even lower after they took a hit from the Trump administration's plan to keep Medicare Advantage rates roughly flat. $HUM $CVS The stock cratered 17% ahead of the opening bell. Shares were down about 8% heading into the release of earnings. The Centers for Medicare and Medicaid Services proposed late Monday for payments to private Medicare Advantage plans to rise by 0.09% on average in [----] well below what analysts had been expecting. The company's revenue guidance for [----] also looked weak. UnitedHealth is" [X Link](https://x.com/SpecialSitsNews/status/2016129815321952681) 2026-01-27T12:43Z 137.3K followers, [----] engagements "Can't have a short squeeze with a 2% short interest on $UPS.but yes shares can go higher on a beat https://x.com/jimcramer/status/2016109170324295894s=20 Big short squeeze coming UPS on sharply better than expected numbers https://x.com/jimcramer/status/2016109170324295894s=20 Big short squeeze coming UPS on sharply better than expected numbers" [X Link](https://x.com/SpecialSitsNews/status/2016131701529825609) 2026-01-27T12:50Z 137.5K followers, [----] engagements "Corning $GLW up 6% at $100.30 after report of $6B order from $Meta for fiber optic cables through 2030" [X Link](https://x.com/SpecialSitsNews/status/2016138384893194615) 2026-01-27T13:17Z 137.3K followers, [----] engagements "In the summer of [----] $SKM apparently invested $100mn in @AnthropicAI at a $5bn valuation (currently raising $20bn at $350bn valuation). The stake is currently worth about $2-3bn or 25% of market capitalization. The % ownership today is close to 0.6%. $AMZN $NVDA There has likely been substantial dilution since the original investment (30-50%). Anthropic has since conducted multiple massive fundraisings in 2023-2025: May 2023: Anthropic raised $450m led by Spark Capital at $45bn post-money September 2023: $AMZN committed up to $4bn (initial $1.25bn) at $1015bn range. March 2025: $3.5 billion" [X Link](https://x.com/SpecialSitsNews/status/2016247882328756273) 2026-01-27T20:32Z 137.3K followers, [----] engagements "Trump says the dollar is doing great.it's down more than 11% in the last year. $GLD $IBIT $SLV $SBET" [X Link](https://x.com/SpecialSitsNews/status/2016257388374794292) 2026-01-27T21:09Z 137.5K followers, 15.3K engagements "$UPS to cut additional [-----] jobs" [X Link](https://x.com/SpecialSitsNews/status/2016294503259279503) 2026-01-27T23:37Z 137.2K followers, [----] engagements "Two sticks of RAM now cost over $1000 because of this AI crap $MU $NVDA" [X Link](https://x.com/SpecialSitsNews/status/2016324099811733734) 2026-01-28T01:35Z 138K followers, 43.3K engagements "Thailands Central Bank governor prohibits short selling for gold transactions. $gld $slv" [X Link](https://x.com/SpecialSitsNews/status/2016342707342397593) 2026-01-28T02:48Z 137.9K followers, [----] engagements "Gold $gld now $5260/Oz" [X Link](https://x.com/SpecialSitsNews/status/2016344801084391570) 2026-01-28T02:57Z 137.2K followers, [----] engagements "Indonesian stocks are gapping down today. The Jakarta Index gapped lower over 7% at the open. Stocks bounced but then reversed lower again to decline 7.4%. $EIDO" [X Link](https://x.com/SpecialSitsNews/status/2016436725845783038) 2026-01-28T09:02Z 137.7K followers, [----] engagements "$AMZN announces they are laying off 16k corporate employees in addition to layoffs from last year due to AI $nvda $amd" [X Link](https://x.com/SpecialSitsNews/status/2016483406108897381) 2026-01-28T12:08Z 137.2K followers, [----] engagements "BlackRock $BLK says bonds no longer offer reliable portfolio protection amid rising volatility. Spikes in long-term yields are fueling debt concerns driven largely by U.S. tariff risks with impacts strongest in Japan. The firm remains underweight long-term U.S. and Japanese government bonds https://twitter.com/i/web/status/2016533309203825071 https://twitter.com/i/web/status/2016533309203825071" [X Link](https://x.com/SpecialSitsNews/status/2016533309203825071) 2026-01-28T15:26Z 137.9K followers, [----] engagements "EU is "actively looking" for alternative LNG supplies that aren't from the US $LNG $UNG via @SStapczynski" [X Link](https://x.com/SpecialSitsNews/status/2016534244718154209) 2026-01-28T15:30Z 138.1K followers, [----] engagements "Gold $GLD hit a fresh all-time high surging to $5311 per ounce on Wednesday morning. The yellow metal continues at a high pace surging 22.5% year-to-date ahead of the closely watched Federal Reserve policy decision. The latest rally catalyst came from the U.S. dollar which slid to its lowest level since February [----]. When asked to comment on the matter President Donald Trump showed no concern. "I think the value of the dollar look at the business we're doing. The dollar's doing great" he said to reporters in Iowa according to Reuters. Trump noted that he would want it to "seek its own" [X Link](https://x.com/SpecialSitsNews/status/2016535127937916983) 2026-01-28T15:33Z 137.2K followers, [----] engagements "$GME Vlad explains why his mistake at $HOOD won't happen again. https://x.com/vladtenev/status/2016500601798992083s=20 https://t.co/ZczWF8rMrs https://x.com/vladtenev/status/2016500601798992083s=20 https://t.co/ZczWF8rMrs" [X Link](https://x.com/SpecialSitsNews/status/2016542001760440446) 2026-01-28T16:00Z 137.5K followers, [----] engagements "$CVNA has been taking market share from $KMX.need this to turn and for subprime auto to really blow up for this to be a good short" [X Link](https://x.com/SpecialSitsNews/status/2016556224020418666) 2026-01-28T16:57Z 138.1K followers, 10.1K engagements "@CypherdC yea we have a short tracker can't size this big yet" [X Link](https://x.com/SpecialSitsNews/status/2016564063422001231) 2026-01-28T17:28Z 137.3K followers, [---] engagements "France to replace Microsoft Teams $MSFT and Zoom $ZM with its own video platform Visio across all Govt departments by 2027" [X Link](https://x.com/SpecialSitsNews/status/2016573200587514027) 2026-01-28T18:04Z 137.5K followers, [----] engagements "8/ Powell Presser Starting Now GOOD AFTERNOON" [X Link](https://x.com/SpecialSitsNews/status/2016594852616536265) 2026-01-28T19:30Z 137.3K followers, [----] engagements "22/ How much is labor weakening over the last [--] months is due to immigration falling etc. Growth in supply of labor has come to a halt after a strong increase in prior years driven by immigration Demand for labor has also fallen modestly Conference board measure of job availability shows that workers feel job availability is low (softening) Part time for economic reasons (U6) has moved up significant Many places that suggest labor market has softened" [X Link](https://x.com/SpecialSitsNews/status/2016601767580991995) 2026-01-28T19:58Z 137.3K followers, [---] engagements "$HD HOME DEPOT TO CUT [---] CORPORATE JOBS REQUIRE FULL-TIME RETURN TO OFFICE" [X Link](https://x.com/SpecialSitsNews/status/2016609647105392993) 2026-01-28T20:29Z 137.5K followers, [----] engagements "$META and $MSFT are falling on raised expenses / AI capex risk even though $META revenue beat *META SEES [----] TOTAL EXPENSES $162B TO $169B EST. $151B *META SEES [----] CAPEX $115B TO $135B EST. $110.62B META SHARES FALL 3% AS [----] CAPEX FORECAST EXCEEDS ESTIMATE *META SEES 1Q REV. $53.5B TO $56.5B EST. $51.27B https://twitter.com/i/web/status/2016618677827932175 https://twitter.com/i/web/status/2016618677827932175" [X Link](https://x.com/SpecialSitsNews/status/2016618677827932175) 2026-01-28T21:05Z 137.2K followers, 14.5K engagements "Tesla revenues declines for first time in [----] but stock up on Cybercab and Robotics promises along with bounce in gross margin Teslas $TSLA annual revenue declined for the first time in [----] as President Donald Trumps policies and a consumer backlash to chief executive Elon Musks political activism weighed on its sales of electric cars. Tesla reported adjusted earnings per share for the fourth quarter that beat the average analyst estimate. 4Q RESULTS Adjusted EPS 50c vs. 73c y/y estimate 45c (Consensus) EPS 24c vs. 66c y/y Revenue $24.90 billion -3.1% y/y est $25.11 billion Gross margin" [X Link](https://x.com/SpecialSitsNews/status/2016622673023926349) 2026-01-28T21:21Z 137.2K followers, [----] engagements "ServiceNow $NOW topped Wall Street's fourth-quarter revenue expectations EPS and issued better-than-expected guidance. It is also announcing a partnership with Anthropic. Stock down in sympathy with $MSFT The enterprise software company has spent billions in recent months to boost its artificial intelligence and security capabilities with plans to buy startups Armis and Veza. Finance chief Gina Mastantuono told CNBC that the acquisitions are "100% not a pivot away from organic growth." ServiceNow (NYSE:NOW) reported adj. quarterly earnings of $0.92 per share which beat the analyst consensus" [X Link](https://x.com/SpecialSitsNews/status/2016624047694463036) 2026-01-28T21:26Z 137.2K followers, 17.8K engagements "$V Visa doing everything it can to avoid getting on the wrong side of [--] I like the investment plan for kids https://x.com/i/status/2016570277774131452 Statement from Visa: https://t.co/2Bcv8e36BE https://x.com/i/status/2016570277774131452 Statement from Visa: https://t.co/2Bcv8e36BE" [X Link](https://x.com/SpecialSitsNews/status/2016644183352553751) 2026-01-28T22:46Z 137.9K followers, [----] engagements "$META now up 9% great reversal" [X Link](https://x.com/SpecialSitsNews/status/2016656416707105043) 2026-01-28T23:35Z 137.3K followers, [----] engagements "$NVDA NVIDIA Feynman architecture generation will rely partially on Intel $INTC by [----]. Exciting partnership for Intel allowing Jensen to diversify a but from $TSM" [X Link](https://x.com/SpecialSitsNews/status/2016656416728121773) 2026-01-28T23:35Z 137.3K followers, [----] engagements "Gold at $5540/oz $GLD Silver at $118/oz $SLV" [X Link](https://x.com/SpecialSitsNews/status/2016660272203645010) 2026-01-28T23:50Z 137.3K followers, [----] engagements "Trump admin backing away from minimum price guarantees for rare earths $usar $mp Why No clue such a small check Stocks rekt after hours" [X Link](https://x.com/SpecialSitsNews/status/2016663898791796744) 2026-01-29T00:05Z 137.5K followers, [----] engagements "$MP Materials says Reuters report INACCURATE $USAR $LAC https://x.com/i/status/2016663535527313877 Todays Reuters report is inaccurate misleading and inconsistent with the facts. It follows a pattern of speculative and misleading reporting that has repeatedly mischaracterized government policy and caused unnecessary confusion in the marketplace. MP Materials has a binding https://x.com/i/status/2016663535527313877 Todays Reuters report is inaccurate misleading and inconsistent with the facts. It follows a pattern of speculative and misleading reporting that has repeatedly mischaracterized" [X Link](https://x.com/SpecialSitsNews/status/2016673246762967120) 2026-01-29T00:42Z 137.5K followers, [----] engagements "Copper up 7%.rallying harder than gold or silver today All-time record $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FM / $FQVLF $COPX $ICOP $COPP $CPER" [X Link](https://x.com/SpecialSitsNews/status/2016804567782953444) 2026-01-29T09:24Z 137.3K followers, [----] engagements "@StoryTrading Just a fact.results in a change in discount rate on the revenue would you rather have a contract with $GE or a Chinese aerospace company Revenue is revenue but what is the quality of the revenue what is the counterparty credit risk does it have to be financed" [X Link](https://x.com/SpecialSitsNews/status/2016842398970630390) 2026-01-29T11:54Z 137.5K followers, [---] engagements "$GEV GE Vernova earnings OK outside of wind: GE Vernova reported a mixed earnings picture with revenue of $10.956 billion up 4% from 10.56bn and EPS of $2.79 missing the estimate of $3.18. Sales exceeded an analyst estimate of $10.213 billion. The company highlighted solid demand margin expansion and cash generation with a backlog increase to $150 billion and a doubling of its quarterly dividend to [--] cents per share. GE Vernova raised its [----] revenue outlook to $44 billion to $45 billion and increased free cash flow guidance to $5.0 billion to $5.5 billion with shares trading lower" [X Link](https://x.com/SpecialSitsNews/status/2016854563278426545) 2026-01-29T12:42Z 138.1K followers, [----] engagements "Don't short futures or use margin for any type of commodity shorts without stops or an exit plan. Keep them small. So many better ways to make money $SLV Even if you are right in [--] months you could lose everything in [--] month https://x.com/silvertrade/status/2016683572464079106s=20 🚨Liquidated in [--] hours🚨 https://t.co/G0rh36ZgJC https://x.com/silvertrade/status/2016683572464079106s=20 🚨Liquidated in [--] hours🚨 https://t.co/G0rh36ZgJC" [X Link](https://x.com/SpecialSitsNews/status/2016856900055212072) 2026-01-29T12:52Z 137.3K followers, [----] engagements "@TheBenSchmark correct $AA is cited for SEO purposes. our ideas are on our website/discord" [X Link](https://x.com/SpecialSitsNews/status/2016857384417718426) 2026-01-29T12:54Z 137.6K followers, [---] engagements "Trump response to FOMC -- you knew this was coming hahaha (it's his tariffs that pushed PCE above the target rate of 2% we would have already been there) Jerome Too Late Powell is refusing to cut interest rates for no good reason. Inflation is no longer a threat yet high rates are hurting our economy national security and costing America hundreds of billions in unnecessary interest. With tariffs bringing in billions and strengthening our country the U.S. should have the lowest interest rates in the world. The Fed must substantially lower ratesnow." [X Link](https://x.com/SpecialSitsNews/status/2016873799950438407) 2026-01-29T13:59Z 137.5K followers, [----] engagements "Silver from up 5% to down 7% in one day $SLV. Once in two decade type volatility. [--] sigma moves Dollar was overextended to the downside" [X Link](https://x.com/SpecialSitsNews/status/2016896436051251299) 2026-01-29T15:29Z 137.6K followers, [----] engagements "What is the AI threat to cybersecurity If anything cybersecurity software needs will rise" [X Link](https://x.com/SpecialSitsNews/status/2016896735839219895) 2026-01-29T15:30Z 137.6K followers, [----] engagements "Gold and silver volumes are off the charts $GLD $SLV https://x.com/EricBalchunas/status/2016937314245550373s=20 METAL MANIA: $GLD has traded $25b worth of shares today which is an all-time daily record and it's ONLY 1pm. $SLV is at about $20b and has now traded more this week than it does in most years. These are radical numbers. https://t.co/fjSs5qLPtQ https://x.com/EricBalchunas/status/2016937314245550373s=20 METAL MANIA: $GLD has traded $25b worth of shares today which is an all-time daily record and it's ONLY 1pm. $SLV is at about $20b and has now traded more this week than it does in" [X Link](https://x.com/SpecialSitsNews/status/2016944110536413190) 2026-01-29T18:38Z 137.2K followers, [----] engagements "Wild. SpaceX is reportedly in talks to merge with xAI ahead of its planned IPO coming up later this year - Bloomberg" [X Link](https://x.com/SpecialSitsNews/status/2016945506992161172) 2026-01-29T18:44Z 137.3K followers, [----] engagements "$AMZN is set to invest $50 billion in the latest round of OpenAI according to Andy Jassy $NVDA $MSFT $SFTBY Whyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyy" [X Link](https://x.com/SpecialSitsNews/status/2016974134559781027) 2026-01-29T20:38Z 137.5K followers, 10.2K engagements "$SATS down on potential merger of xAI and SpaceX" [X Link](https://x.com/SpecialSitsNews/status/2016996578364432575) 2026-01-29T22:07Z 138.1K followers, [----] engagements "$AAPL beat earnings Apple Inc.'s revenue jumped 16% to $143.8 billion in the period that ended Dec. [--] driven by strong demand for the new iPhone [--] growth in services and a rebound in China. Earnings rose to $2.84 a share in the fiscal first quarter beating an average estimate of $2.68. In China Apple reported revenue of $25.5 billion up 38% from a year earlier. Wall Street had projected $21.8 billion from that vital market. The company's revenue from the iPhone totaled $85.3 billion during the period with higher-end versions of the device being especially popular and services generated $30" [X Link](https://x.com/SpecialSitsNews/status/2016996939443949785) 2026-01-29T22:08Z 137.2K followers, [----] engagements "$V Visa beat earnings but traded down Visa Q1 Adj. EPS $3.17 Beats $3.14 Estimate Sales $10.901B Beat $10.687B Estimate Payment volume $3.87 trillion +9.8% y/y estimate $3.83 trillion Payments volume at constant currency +8% estimate +8.33% Cross-border volumes at constant currency +12% estimate +11.9% Change in cross-border volume nominal USD +18% estimate +13.6% Total Visa processed transactions $69.4 billion +8.8% y/y estimate $69.67 billion Total Visa processed transactions +9% Net revenue $10.90 billion +15% y/y estimate $10.68 billion Service revenue $4.76 billion +13% y/y estimate" [X Link](https://x.com/SpecialSitsNews/status/2016997843760750979) 2026-01-29T22:12Z 137.9K followers, [----] engagements "Apple $AAPL planned to overhaul Siri with Claude after heavy internal use but talks broke down over Anthropic's demand for billions annually doubling yearly. Apple then partnered with $GOOG Google for a custom Gemini model at about $1 billion a year leveraging existing ties and Google's scale. The choice powers an advanced Siri version called Campos in iOS [--] this fall balancing Apple's privacy focus with cloud needs to catch AI rivals. https://twitter.com/i/web/status/2017222080308089232 https://twitter.com/i/web/status/2017222080308089232" [X Link](https://x.com/SpecialSitsNews/status/2017222080308089232) 2026-01-30T13:03Z 137.3K followers, [----] engagements "Powell realizing he wont be the Fed chair when the next big crash happens" [X Link](https://x.com/SpecialSitsNews/status/2017228555290120554) 2026-01-30T13:29Z 137.7K followers, 11.7K engagements "Why Waller Dissented: Statement by Governor Christopher J. Waller Governor Christopher J. Waller I dissented at the most recent meeting of the Federal Open Market Committee (FOMC) after concluding that cutting the policy rate by [--] basis points was the appropriate stance of policy. Three cuts to the policy rate last year have moved it closer to a neutral setting but monetary policy is still restricting economic activity and economic data make it clear to me further easing is needed. First in contrast to the continued solid growth in economic activity the labor market remains weak. Despite" [X Link](https://x.com/SpecialSitsNews/status/2017261205476237418) 2026-01-30T15:38Z 138.1K followers, [----] engagements "Silver now down 25% on the day $SLV $PSLV $GLD $GOLD $PHYS" [X Link](https://x.com/SpecialSitsNews/status/2017293730697380260) 2026-01-30T17:47Z 137.2K followers, [----] engagements "$10 trillion in value wiped from Gold and Silver in [--] hours. $SLV $GLD Imagine buying on margin this month El Salvador just bought yesterday" [X Link](https://x.com/SpecialSitsNews/status/2017299123225935976) 2026-01-30T18:09Z 137.8K followers, [----] engagements "Government shutdown in effect until vote on Monday. Senate passed resolution now up to the House" [X Link](https://x.com/SpecialSitsNews/status/2017552261195407415) 2026-01-31T10:55Z 137.3K followers, [----] engagements "$SLV silver volatility has been insane Silver has a 10-day realised volatility of 186% - it got to 247% when the Hunt Bros bought 50% of deliverable silver in [----] and effectively became the market. but aside from that made event this is the most extreme vol silver has ever seen - essentially a 10-day vol of 186% https://t.co/fPF9MemypA Silver has a 10-day realised volatility of 186% - it got to 247% when the Hunt Bros bought 50% of deliverable silver in [----] and effectively became the market. but aside from that made event this is the most extreme vol silver has ever seen - essentially a" [X Link](https://x.com/SpecialSitsNews/status/2017565934647422996) 2026-01-31T11:49Z 137.3K followers, [----] engagements "First FDIC bank failure of 2026: Metropolitan Capital Bank & Trust This Chicago based bank was already stressed as Chicago real estate prices have been anemic We have far too many banks in the USA" [X Link](https://x.com/SpecialSitsNews/status/2017582731195015576) 2026-01-31T12:56Z 137.9K followers, [----] engagements "Dalio says every fiat currency is declining faster than ever and given debt problems the world is now hoarding gold especially central banks Ray Dalio says the U.S. Dollar & all other fiat monetary systems are coming to an end" [X Link](https://x.com/SpecialSitsNews/status/2017646009208148462) 2026-01-31T17:07Z 138.2K followers, [----] engagements "Bitcoin just fell below 80k. $IBIT $MSTR Trump has been the worst President for his own family's net worth $ABTC $DJT 4bn in crypto gross value at peak going to fall to 1.5bn" [X Link](https://x.com/SpecialSitsNews/status/2017647084455747721) 2026-01-31T17:12Z 137.9K followers, [----] engagements "Agree with Matt furthermore the same bad reporting from Reuters last week caused liquidations in rare earth metals companies like $MP and $USAR Journalists need to do better the WSJ $NVDA stalling on deal with OpenAI article was not titled correctlybut unlike Reuters they addressed this in the body of the article This type of garbage is getting tiring. WSJs headline implies Nvidia is bailing on OpenAI but the article itself says the original $100B / 10GW framework was nonbinding and never a finalized contract (old news Jensen didnt like the $amd deal either - duh). It also says" [X Link](https://x.com/SpecialSitsNews/status/2017701926381699364) 2026-01-31T20:50Z 137.9K followers, [----] engagements "CEO of $U Unity on AI Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can" [X Link](https://x.com/SpecialSitsNews/status/2017702265184768035) 2026-01-31T20:51Z 137.6K followers, 10.3K engagements "Calls in $gld and $slv highest traded ever on Friday When looking at the total call volume among some of the most popular ETFs ($GLD and $SLV) Friday was the highest of all time coming in at [---] million contracts traded. #gold #silver https://t.co/daqb0gR7j0 When looking at the total call volume among some of the most popular ETFs ($GLD and $SLV) Friday was the highest of all time coming in at [---] million contracts traded. #gold #silver https://t.co/daqb0gR7j0" [X Link](https://x.com/SpecialSitsNews/status/2017727734789579222) 2026-01-31T22:32Z 137.9K followers, [----] engagements "@biancoresearch @Chickendaddy5 It was because of a timing mismatch with London pricing not really a 19pct discount to nav" [X Link](https://x.com/SpecialSitsNews/status/2017731586289012921) 2026-01-31T22:47Z 137.7K followers, [----] engagements "That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." $nvda" [X Link](https://x.com/SpecialSitsNews/status/2017755824668451051) 2026-02-01T00:24Z 137.9K followers, 34.4K engagements "$orcl needs capital to fund capex but to what lengths will Ellison go to 🦔 Oracle is reportedly considering cutting [-----] to [-----] jobs and potentially selling Cerner its healthcare IT unit to fund its $300 billion contract with OpenAI. Investment bank TD Cowen estimates the OpenAI deal alone requires $156 billion in capital spending for GPUs and https://t.co/nly8AZU5MN 🦔 Oracle is reportedly considering cutting [-----] to [-----] jobs and potentially selling Cerner its healthcare IT unit to fund its $300 billion contract with OpenAI. Investment bank TD Cowen estimates the OpenAI deal alone" [X Link](https://x.com/SpecialSitsNews/status/2017770466786640287) 2026-02-01T01:22Z 137.3K followers, 14.1K engagements "Truflation shows inflation is dumping.contrary to PPI last week which was bolstered by fund manager fees etc that grow with AUM" [X Link](https://x.com/SpecialSitsNews/status/2017970556750958964) 2026-02-01T14:37Z 137.9K followers, [----] engagements "Renminbi cannot be a global reserve currency if China continues to have capital controls https://x.com/FT/status/2017953627143286903s=20 Xi Jinping has called for the renminbi to become a global reserve currency in some of his clearest comments on his ambitions for Chinas currency as Beijing seeks to play a greater role in the international monetary system: https://t.co/qvIgOzMkmi https://t.co/XvPayFHr2K https://x.com/FT/status/2017953627143286903s=20 Xi Jinping has called for the renminbi to become a global reserve currency in some of his clearest comments on his ambitions for Chinas" [X Link](https://x.com/SpecialSitsNews/status/2017971546141106370) 2026-02-01T14:41Z 137.5K followers, [----] engagements "Does Trump know there is a board of governors that all vote on policy How it works: There are [--] voters at EVERY SINGLE FOMC meeting: 1) The [--] Governors (Permanent Voters) These are the members of the Board of Governors in Washington D.C. They are appointed by the President and confirmed by the Senate. They always have a vote. Jerome Powell (Chair until May 2026) Philip Jefferson (Vice Chair) Michael Barr Michelle Bowman Lisa Cook Stephen Miran (Note: His term technically ended yesterday Jan [--] 2026; a successor or temporary seat-holder will fill this spot.) Christopher Waller 2) The 5" [X Link](https://x.com/SpecialSitsNews/status/2017985319581143306) 2026-02-01T15:36Z 138K followers, [----] engagements "Comex silver inventories $SLV" [X Link](https://x.com/SpecialSitsNews/status/2017985419158163963) 2026-02-01T15:36Z 138.1K followers, 71.2K engagements "Software meltdown $FIG $TTD $DUOL $HUBS $MNDY $WIX $REAM $CVLT $DOCS $IOT $DOCU $ESTC $CRM $WDAY $INTU $ABDE $SAP $SNOW $ZETA $FSLY" [X Link](https://x.com/SpecialSitsNews/status/2017999725409018069) 2026-02-01T16:33Z 138.1K followers, [----] engagements "US High Yield Credit Spreads (BB/B) Still at Multi Year Lows $JNK" [X Link](https://x.com/SpecialSitsNews/status/2018002889059287254) 2026-02-01T16:45Z 137.7K followers, [----] engagements "Special Situations Market Strategy & Silver/gold/copper miner call this evening at 6:30pm ET. Some of these companies have negative cash costs & will print cash even at $30-50/ox. $SLV $HL $PAAS $AG $EXK $FSM $SIL $CDE $NEM $GOLD $AEM Can sign up here: https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing" [X Link](https://x.com/SpecialSitsNews/status/2018060386327498789) 2026-02-01T20:34Z 138.2K followers, [----] engagements "Marc Andreessen on AI $NVDA $AMD $GOOG https://x.com/i/status/2016926074635182473 The @pmarca episode Marc is a many-time founder investor co-creator of the web browser co-founder of Netscape the "a" in @a16z. In this very special conversation we dig into why were living through one of the most unique times in history and what comes next. We discuss: https://t.co/Pg4LmGtQco https://x.com/i/status/2016926074635182473 The @pmarca episode Marc is a many-time founder investor co-creator of the web browser co-founder of Netscape the "a" in @a16z. In this very special conversation we dig into why" [X Link](https://x.com/SpecialSitsNews/status/2018207514110710199) 2026-02-02T06:19Z 137.8K followers, 11.8K engagements "Epstein was getting FX insider trading tips from British politicians Lord Mandelson gave Jeffrey Epstein advance notice of a 500bn bailout to save the Euro. He messaged Epstein about the bailout on the evening of May [--] [----] (timing was key). It was formally announced the following morning" [X Link](https://x.com/SpecialSitsNews/status/2018387217236799638) 2026-02-02T18:13Z 137.5K followers, 20.5K engagements "Copper up 4% on China stockpiling China which consumers 60% of the world's commodities is growing copper inventories at the same time as the USA to secure supply after the strategic metal rose this year. $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FM / $FQVLF $COPX $ICOP $COPP $CPER The country will work with key state-owned smelters to boost commercial inventories Duan Shaopu deputy secretary general of the China Nonferrous Metals Industry Association said at a press conference on Tuesday. https://twitter.com/i/web/status/2018673434406854760" [X Link](https://x.com/SpecialSitsNews/status/2018673434406854760) 2026-02-03T13:10Z 138K followers, [----] engagements "$PEP PepsiCo Cuts Lays Doritos Prices as Much as 15% to Boost Sales as lower income US citizens are cutting back Disinflation starting" [X Link](https://x.com/SpecialSitsNews/status/2018685680394592518) 2026-02-03T13:59Z 138K followers, 13.7K engagements "Spain's PM announces legal measures against "dangers of social media" including bans for under 16s making tech CEOs "face criminal liability" for not removing "illegal or hateful content" $meta $goog $msft $snap $orcl" [X Link](https://x.com/SpecialSitsNews/status/2018692393877270697) 2026-02-03T14:25Z 138K followers, [----] engagements "The US military accused Iran of "unnecessary aggression" after shooting down an Iranian drone near the USS Abraham Lincoln in the Arabian Sea and IRGC vessels approached a US-flagged oil tanker in the Strait of Hormuz in run-ins ahead of US-Iran talks later this week. $USO" [X Link](https://x.com/SpecialSitsNews/status/2018763310628217185) 2026-02-03T19:07Z 137.2K followers, [----] engagements "On February [--] the US Congress approved a $1.2 trillion government funding bill which President Donald Trump has signed averting an imminent government shutdown. The legislation funds most federal operations through September [--] marking the end of fiscal year 2026" [X Link](https://x.com/SpecialSitsNews/status/2018984812887912671) 2026-02-04T09:47Z 137.5K followers, [----] engagements "Jensen on software careful to say that AI won't destroy software companies. This guy can't afford to lose any customers $NVDA $MSFT $CRM $NOW" [X Link](https://x.com/SpecialSitsNews/status/2019022667152834800) 2026-02-04T12:18Z 138.1K followers, 10.4K engagements "Trump remarks on strong China call with Xi" [X Link](https://x.com/SpecialSitsNews/status/2019080532819079308) 2026-02-04T16:08Z 137.3K followers, [----] engagements "$IREN / $CIFR down 16-18% today" [X Link](https://x.com/SpecialSitsNews/status/2019092209006706737) 2026-02-04T16:54Z 137.6K followers, [----] engagements "$PLTR down 12%" [X Link](https://x.com/SpecialSitsNews/status/2019096073491607939) 2026-02-04T17:09Z 137.3K followers, [----] engagements "Plans for Iran nuclear talks are collapsing U.S. officials say. U.S. officials say plans for Iran nuclear talks are breaking down after Washington rejected Tehrans demand to change the meetings location and format. Iran wanted to move the talks from Istanbul to Oman and make them bilateral. The U.S. refused saying it was this or nothing and Iran chose nothing. Officials warn the impasse could push President Trump toward military options. Envoy Steve Witkoff and Jared Kushner are expected to discuss Iran in Qatar instead. https://twitter.com/i/web/status/2019113547796537587" [X Link](https://x.com/SpecialSitsNews/status/2019113547796537587) 2026-02-04T18:19Z 137.3K followers, [----] engagements "Iran's foreign minister says nuclear talks with the U.S. are back on in Muscat Oman at [--] a.m. Friday" [X Link](https://x.com/SpecialSitsNews/status/2019146094761107844) 2026-02-04T20:28Z 137.3K followers, [----] engagements "$GOOG ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B" [X Link](https://x.com/SpecialSitsNews/status/2019163451071865193) 2026-02-04T21:37Z 138K followers, [----] engagements "Sharp move lower in $SLV overnight as a Chinese firm shorted over $1 billion of silver again he is still short Bian Ximing a reclusive billionaire often dubbed the "King of Futures" in China made headlines in early February [----] for a high-stakes bet against silver. Data from the SHFE showed that his firm Zhongcai Futures rapidly increased its short position. By January [--] [----] the firm held roughly [-----] short contracts equivalent to approximately [------] tons of silver. Bian reportedly cleared over $500 million in profit within a single week as silver prices plunged nearly 30% in a "flash" [X Link](https://x.com/SpecialSitsNews/status/2019342557767946696) 2026-02-05T09:29Z 137.9K followers, 41.7K engagements "U.S. employers announced [------] layoffs in January up 205% from December and the highest January total since [----] according to Challenger Gray & Christmas. The surge was led by transportation with UPS planning up to [-----] job cuts and tech driven mainly by Amazons [-----] planned layoffs. Healthcare also saw notable reductions. Loss of contracts and economic uncertainty were the main drivers while AI accounted for 7% of cuts. Hiring plans were weak with just [----] announced the lowest January level on record. https://twitter.com/i/web/status/2019399169140457936" [X Link](https://x.com/SpecialSitsNews/status/2019399169140457936) 2026-02-05T13:14Z 137.3K followers, [----] engagements "January was the lowest months for job cuts since the [----] Great Recession . layoffs way up hiring ways down. During Jan US-based employers announced just over [------] layoffs. That's roughly 2x Jan [----]. In fact this is the highest since Jan 2009."" [X Link](https://x.com/SpecialSitsNews/status/2019412998583116018) 2026-02-05T14:09Z 137.5K followers, [----] engagements "Bloodbath $GOOG $MSFT $LLY $AMZN $TSLA" [X Link](https://x.com/SpecialSitsNews/status/2019429673458102746) 2026-02-05T15:15Z 137.5K followers, [----] engagements "Warsh hasn't even started yet.just replace him with Rieder BESSENT SAYS WHETHER TO SUE WARSH OVER FED INTEREST RATE POLICY IS UP TO PRESIDENT TRUMP" [X Link](https://x.com/SpecialSitsNews/status/2019441702335877405) 2026-02-05T16:03Z 137.5K followers, 10.1K engagements "BESSENT: IF TRUMP WINS IRS SUIT $10B WOULD COME FROM TAXPAYERS" [X Link](https://x.com/SpecialSitsNews/status/2019459521374978237) 2026-02-05T17:14Z 137.5K followers, [----] engagements "Claude creates financial modeling software to rival $FDS Factset stock down 7%" [X Link](https://x.com/SpecialSitsNews/status/2019469870908281111) 2026-02-05T17:55Z 138K followers, 38.1K engagements "Markets just repriced expectations for a March rate cut. Kalshi now shows a 20% chance of a 25bp cut up sharply from single digits earlier today" [X Link](https://x.com/SpecialSitsNews/status/2019505193382010995) 2026-02-05T20:15Z 137.8K followers, [----] engagements "Margin calls on $GLD and $SLV https://x.com/profitsplusid/status/2019541783462703462s=20 CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going into effect after the close of Friday Feb [--] [----] https://t.co/79muikRcbx https://x.com/profitsplusid/status/2019541783462703462s=20 CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going into effect" [X Link](https://x.com/SpecialSitsNews/status/2019569422776823993) 2026-02-06T00:30Z 138K followers, 12.7K engagements "Trump could really pump the market by switching his nomination to Hassett tmrw. Pretty easy to do when his family just lost $2bn in crypto wealth" [X Link](https://x.com/SpecialSitsNews/status/2019571552069775480) 2026-02-06T00:39Z 137.8K followers, 28.3K engagements "Almost a 50% drawdown in silver from highs $SLV via @Fullcarry" [X Link](https://x.com/SpecialSitsNews/status/2019577144415076859) 2026-02-06T01:01Z 137.7K followers, [----] engagements "Marc Andreessen: AI coding doesnt eliminate programmers just makes them infinitely more productive" [X Link](https://x.com/SpecialSitsNews/status/2019580471345312008) 2026-02-06T01:14Z 137.5K followers, [----] engagements "Binance buys another $235000000 worth of Bitcoin for its 'SAFU' fund $IBIT" [X Link](https://x.com/SpecialSitsNews/status/2019691046704382206) 2026-02-06T08:34Z 137.5K followers, [----] engagements "Gold remains a good hedge against policy and debasement risks despite recent volatility according to Pictet Asset Management. $GLD $SLV We are telling our funds to have as much gold as possible within your mandate within your budget said Arun Sai senior multi-asset strategist. Golds high volatility is nothing new Sai said in an interview. Gold is a good store of value in the long term.Pictet has been so-called double-overweight on gold since last year: Sai Gold is not a hedge against growth risks but it is a hedge against currency debasement inflation and the weaponization of US dollar: Sai" [X Link](https://x.com/SpecialSitsNews/status/2019695754076360744) 2026-02-06T08:52Z 138K followers, [----] engagements "@jakebrowatzke sorry to hear this man best to you and your family. be strong and use diversification never leverage. there will be better times" [X Link](https://x.com/SpecialSitsNews/status/2019696530899587364) 2026-02-06T08:55Z 137.5K followers, [----] engagements "Cardano founder lost $3 billion paper in net worth" [X Link](https://x.com/SpecialSitsNews/status/2019697317268644220) 2026-02-06T08:58Z 137.5K followers, 10.1K engagements "What happens when the big Chinese short needs to deliver or cover $SLV Bians big short comes with significant risk and he has been forced to liquidate some positions at a loss in a volatile silver market. But he now holds a short that stands at about [---] tons of silver or [-----] contracts so the metals sharp drop since last week has resulted in a paper gain of about [--] billion yuan ($288 million). Including previous losses Bian stands to make a net profit of around [--] billion yuan based on his position and prices at the end of Tuesday. Silver is again sliding in Thursday trade and has tumbled" [X Link](https://x.com/SpecialSitsNews/status/2019706020914704753) 2026-02-06T09:33Z 137.6K followers, [----] engagements "$MOH had obvious risks.like other healthcare companies in the space (medical cost/margin shock). All the other companies in the space were also reporting deterioration in Medical Care Ratios (90.2%-- 94.6%) https://x.com/kingtutcap/status/2019525974485074039s=20 Substack bros in shambles https://t.co/4LOYq5bLoH https://x.com/kingtutcap/status/2019525974485074039s=20 Substack bros in shambles https://t.co/4LOYq5bLoH" [X Link](https://x.com/SpecialSitsNews/status/2019710838064705929) 2026-02-06T09:52Z 138.1K followers, [----] engagements "Rate cuts: *CANADA LOSES 24.8K JOBS IN JAN. EST. 5.0K *CANADA JAN. UNEMPLOYMENT RATE FALLS TO 6.5% EST.6.8%" [X Link](https://x.com/SpecialSitsNews/status/2019765882700836925) 2026-02-06T13:31Z 137.6K followers, [----] engagements "Big tech capex spending insane doubling to $680.2 billion $NVDA $AMD $MU: $AMZN $200 billion $GOOG $182.5 billion $META $125 billion $MSFT $114.2 billion $ORCL $58.5 billion" [X Link](https://x.com/SpecialSitsNews/status/2019774521943769093) 2026-02-06T14:05Z 137.6K followers, [----] engagements "Wednesday was single biggest hedge fund degrossing day since October $GS GS prime brokerage estimates for hedge fund performance on Weds (crazy momentum unwind day): Quant: -0.82% (+2.5% YTD) Fundamental L/S: -0.93% (+2.2% YTD) Multistrat equity: -1.9% (worst since April) (+3.9% YTD) Weds was largest US single-stock degrossing since October GS prime brokerage estimates for hedge fund performance on Weds (crazy momentum unwind day): Quant: -0.82% (+2.5% YTD) Fundamental L/S: -0.93% (+2.2% YTD) Multistrat equity: -1.9% (worst since April) (+3.9% YTD) Weds was largest US single-stock degrossing" [X Link](https://x.com/SpecialSitsNews/status/2019882616090943745) 2026-02-06T21:15Z 138K followers, 10.6K engagements "$NVO $HIMS $LLY FDA IS MOVING TO COMBAT COPYCAT & COMPOUNDED GLP-1 DRUGS VIOLATORS TO FACE ENFORCEMENT $HIMS" [X Link](https://x.com/SpecialSitsNews/status/2019911981994532964) 2026-02-06T23:11Z 137.7K followers, [----] engagements "Software selloff could be overdone according to Claude itself haha $crm $team $now $crwd The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what Claude says after reading the GitHub on the infamous Anthropic https://t.co/UUGFMIXCMr The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what" [X Link](https://x.com/SpecialSitsNews/status/2019913821293588533) 2026-02-06T23:19Z 138K followers, 12.1K engagements "Frances AI plan will be funded with [--] million yes million with an M In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h" [X Link](https://x.com/SpecialSitsNews/status/2019918914122096706) 2026-02-06T23:39Z 138K followers, [----] engagements "$msft gave up lead over SPX" [X Link](https://x.com/SpecialSitsNews/status/2019919210940432889) 2026-02-06T23:40Z 138.1K followers, [----] engagements "Barclays says China has made astounding AI progress over the past year closing much of the gap with the U.S. despite limited compute. Open-source collaboration among local labs has accelerated innovation and model iteration. $nvda While U.S. labs may regain a lead with next-gen models in [----] China remains close behind. Consumer and enterprise AI adoption lags (200M daily users vs. 500M in the West) but low-cost models like DeepSeek V3.2 are boosting capability and fine-tuning. Chinas AI capex is less than one-fifth of top U.S. hyperscalers giving the West an edge in monetization and returns" [X Link](https://x.com/SpecialSitsNews/status/2019919904850276800) 2026-02-06T23:43Z 137.8K followers, [----] engagements "Traders this week in software silver and crypto $mstr $crm $slv" [X Link](https://x.com/SpecialSitsNews/status/2019939973751771645) 2026-02-07T01:03Z 138K followers, [----] engagements "Market weight of capital light businesses has collapsed in EU (Software Computer Services Business Svcs Media) $MSFT $CRM $NOW It is not just the U.S.A. The recent haemorrhaging in capital light names has occurred almost in a straight line down due to the acceleration of Claude (Anthropic) AI models and their ability to code software with minimum curation and oversight. The drop as a % of EU market cap has been from 11% to 7% of the entire index since [----]. At the same time financials and commodities producers have rallied from 21% to 31% of the index. Given the rotation the overall index" [X Link](https://x.com/SpecialSitsNews/status/2020124061238505614) 2026-02-07T13:14Z 138K followers, [----] engagements "Anthropic CPO Mike Krieger says that Claude is now effectively writing itself $msft $nvda Engineers regularly ship 23000-line pull requests generated entirely by Claude Dario predicted a year ago that 90% of code would be written by AI and people thought it was crazy today it's effectively 100pct Via @slow_developer" [X Link](https://x.com/SpecialSitsNews/status/2020126314074607670) 2026-02-07T13:23Z 137.9K followers, 17.3K engagements "AI is going to increase disruption in ways we cant even predict. Chris Hohn" [X Link](https://x.com/SpecialSitsNews/status/2020172141296320576) 2026-02-07T16:25Z 137.9K followers, 12.3K engagements "Shanghai exchange silver stocks hit [--] year lows $SLV https://x.com/zerohedge/status/2020184290194235417s=20 Shanghai silver stocks hit [--] year lows https://t.co/pHRG0epNkC https://x.com/zerohedge/status/2020184290194235417s=20 Shanghai silver stocks hit [--] year lows https://t.co/pHRG0epNkC" [X Link](https://x.com/SpecialSitsNews/status/2020191426475098161) 2026-02-07T17:42Z 138K followers, [----] engagements "Trump Backs Nexstar $NXST - Tegna Deal $TGNA Good deals like Nexstar-Tegna merger will create more competition President Donald Trump says on Truth Social. GET THAT DEAL DONE he says saying such deals will help fight fake news We bought TGNA in February in our educational discord timestamped on the $22 cash offer from last year after it sold off. ttps://www.specialsitsresearch.com/plans-pricing https://twitter.com/i/web/status/2020202842062213153 https://twitter.com/i/web/status/2020202842062213153" [X Link](https://x.com/SpecialSitsNews/status/2020202842062213153) 2026-02-07T18:27Z 138.1K followers, [----] engagements "Agree but services companies have different terminal values and multiples than high growth monopolies SaaS stocks getting hammered on fears AI will let companies build their own tools. Same thesis behind Microsoft's $357B drop last week. But here's what the bear case misses: most companies don't want to become software companies even if AI makes it easy. They'll keep paying - SaaS stocks getting hammered on fears AI will let companies build their own tools. Same thesis behind Microsoft's $357B drop last week. But here's what the bear case misses: most companies don't want to become software" [X Link](https://x.com/SpecialSitsNews/status/2020214631902429677) 2026-02-07T19:14Z 137.9K followers, [----] engagements "@daniel_morpost He has gotten a bit better" [X Link](https://x.com/SpecialSitsNews/status/2020215344434991184) 2026-02-07T19:17Z 137.8K followers, [---] engagements "We added $NVO long and shorted $HIMS on Friday as a pair trade" [X Link](https://x.com/SpecialSitsNews/status/2020229296263164054) 2026-02-07T20:12Z 137.9K followers, [----] engagements "US STOCKS POST WORST START TO A YEAR IN AT LEAST [--] YEARS RELATIVE TO INTERNATIONAL EQUITIES; LAG GLOBAL EX-US EQUITIES BY 5% WIDEST GAP SINCE 1995" [X Link](https://x.com/SpecialSitsNews/status/2020238067295219828) 2026-02-07T20:47Z 138.1K followers, 12K engagements "The truflation inflation metric continues to fall for CPI BREAKING: Truflation US CPI inflation fell from 0.99% to 0.86% today driven mainly by Rented Dwellings. More cooling on the horizon. https://t.co/uDjMVJQHRt BREAKING: Truflation US CPI inflation fell from 0.99% to 0.86% today driven mainly by Rented Dwellings. More cooling on the horizon. https://t.co/uDjMVJQHRt" [X Link](https://x.com/SpecialSitsNews/status/2020238995763216576) 2026-02-07T20:51Z 137.9K followers, [----] engagements "We also like antivirus and security companies which are better positioned in this new AI world Vertical software has fallen 43% this year. DevTools just 21%. The gap between them twenty-two percentage points tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6 Vertical software has fallen 43% this year. DevTools just 21%. The gap between them twenty-two percentage points tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6" [X Link](https://x.com/SpecialSitsNews/status/2020239325485777056) 2026-02-07T20:52Z 137.9K followers, [----] engagements "@piked_u We are having a call on this on Sunday" [X Link](https://x.com/SpecialSitsNews/status/2020240163507696063) 2026-02-07T20:56Z 137.9K followers, [--] engagements "Great chart on gold $gld Chinas central bank continues to buy as of this year at a strong pace And its own citizens continue to buy fearful of capital controls debt and unable to take large amounts of money outside the country" [X Link](https://x.com/SpecialSitsNews/status/2020240641322807803) 2026-02-07T20:57Z 138K followers, [----] engagements "Software job postings no one is talking about this https://t.co/jIaZMQp8gX no one is talking about this https://t.co/jIaZMQp8gX" [X Link](https://x.com/SpecialSitsNews/status/2020241511645147435) 2026-02-07T21:01Z 138K followers, 26.1K engagements "@trader2179 Its time stamped in our discord Friday afternoon" [X Link](https://x.com/SpecialSitsNews/status/2020241596453999028) 2026-02-07T21:01Z 137.9K followers, [--] engagements "Why does Trump care about the DOW Who is advising his writer about these tweets" [X Link](https://x.com/SpecialSitsNews/status/2020242075820990635) 2026-02-07T21:03Z 137.9K followers, 10.3K engagements "Rents are falling" [X Link](https://x.com/SpecialSitsNews/status/2020245358056743072) 2026-02-07T21:16Z 137.9K followers, 13.1K engagements "@yieldsearcher @JPXiiilxxv I think he is picking it only because tech underperformed" [X Link](https://x.com/SpecialSitsNews/status/2020248865530884304) 2026-02-07T21:30Z 137.9K followers, [---] engagements "AI needs to continue to scale and disparage other industries to be able to justify revenue growth in verticals But Claude is the most useful AI company in my opinion at the moment Followed by Gemini and Perplexity Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API. Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API" [X Link](https://x.com/SpecialSitsNews/status/2020255942374486135) 2026-02-07T21:58Z 137.9K followers, [----] engagements "Big week this week CPI on 2/13" [X Link](https://x.com/SpecialSitsNews/status/2020278112236511391) 2026-02-07T23:26Z 137.9K followers, [----] engagements "Googles first office $GOOG" [X Link](https://x.com/SpecialSitsNews/status/2020297643780632664) 2026-02-08T00:44Z 138K followers, 10.2K engagements "US Hedge Funds Shorted Single Stocks At The Fastest Pace Since The [----] Crisis Shorting Exceeded The April [----] Market Crash And Any Week Of The [----] Bear Market" [X Link](https://x.com/SpecialSitsNews/status/2020511072650690893) 2026-02-08T14:52Z 138.1K followers, 14.2K engagements "The delinquency rate on U.S. office Commercial Mortgage-Backed Securities (CMBS) surged by [---] basis points in January hitting a record high of 12.3%" [X Link](https://x.com/SpecialSitsNews/status/2020551824369930718) 2026-02-08T17:34Z 138K followers, [----] engagements "When fathers return to their families after the Super Bowl and football season is over" [X Link](https://x.com/SpecialSitsNews/status/2020558525433295235) 2026-02-08T18:01Z 138K followers, [----] engagements "Jensen clarifying OpenAI investment $nvda" [X Link](https://x.com/SpecialSitsNews/status/2020578374150930481) 2026-02-08T19:19Z 138K followers, [----] engagements "$HBM is one of the cheapest ways to play the longer term copper bull market as companies like $FCX and $SCCO are already pricing in copper $13k/ton. This model is available for free for web subscribers. https://www.specialsitsresearch.com/product-page/hudbay-minerals-copper-hbm-jan-2026-valuation-model-and-risk-framework https://www.specialsitsresearch.com/product-page/hudbay-minerals-copper-hbm-jan-2026-valuation-model-and-risk-framework" [X Link](https://x.com/SpecialSitsNews/status/2020588551268913514) 2026-02-08T20:00Z 138K followers, [----] engagements "Social Media Sentiment near [--] year lows after aggressive hedge fund selling last week" [X Link](https://x.com/SpecialSitsNews/status/2020620761166459350) 2026-02-08T22:08Z 138K followers, [----] engagements "Chinese officials have urged banks to limit purchases of US government bonds and instructed those with high exposure to pare down their positions sources say (BBG)" [X Link](https://x.com/SpecialSitsNews/status/2020790742424207463) 2026-02-09T09:23Z 138K followers, [----] engagements "New OpenAI model coming out this week $NVDA $META $MSFT $GOOG $AMD CHATGPT EXCEEDING 10% MONTHLY GROWTH: CNBC OPENAI PREPARING TO LAUNCH UPDATED CHAT MODEL THIS WEEK: CNBC" [X Link](https://x.com/SpecialSitsNews/status/2020862352334151705) 2026-02-09T14:08Z 138.1K followers, [----] engagements "Truflation CPI continues to trend lower even though headline CPI will probably be 2.5% this week In [--] months inflation could be much lower" [X Link](https://x.com/SpecialSitsNews/status/2020915263349121472) 2026-02-09T17:38Z 138K followers, [----] engagements "$GOOG bond overing is 10x oversubscribed with $100 billion of orders" [X Link](https://x.com/SpecialSitsNews/status/2020921194434769177) 2026-02-09T18:02Z 138K followers, [----] engagements "Ghislaine Maxwell pleaded the Fifth Amendment to Congress today her hearing is now over" [X Link](https://x.com/SpecialSitsNews/status/2020923004084277668) 2026-02-09T18:09Z 138K followers, [----] engagements "Ghislaine Maxwells lawyer said she would fully testify and could exonerate President Trump if granted a pardon. Maxwell invoked her Fifth Amendment rights during a House deposition and is serving a 20-year sentence for sex trafficking" [X Link](https://x.com/SpecialSitsNews/status/2020931371875901525) 2026-02-09T18:42Z 138K followers, [----] engagements "AI Capex $MSFT $META $GOOG $ORCL $AMZN" [X Link](https://x.com/SpecialSitsNews/status/2020935399804371306) 2026-02-09T18:58Z 138K followers, [----] engagements "YCombinator guide to Vibe Coding $NVDA $GOOG $MSFT $AMD $META" [X Link](https://x.com/SpecialSitsNews/status/2020945210109522358) 2026-02-09T19:37Z 138.1K followers, [----] engagements "Jensen Huang CEO of $NVDA recently shared his perspective on the smartest person hes ever met during an appearance on the A Bit Personal Podcast. When pressed on the question he notably declined to name anyone specific instead challenging the very notion of traditional intelligence. Huang pointed out that people often equate smartness with technical skills like coding or solving complex problems but he argued these abilities are becoming commoditized as AI rapidly surpasses humans in such tasks. He emphasized that the definition of intelligence is evolving in an AI-dominated era shifting" [X Link](https://x.com/SpecialSitsNews/status/2020948136219300147) 2026-02-09T19:49Z 138.2K followers, 10.9K engagements "Sad that Claude is going to ruin the Excel World Championship before I have a chance to win $nvda $msft" [X Link](https://x.com/SpecialSitsNews/status/2020948889722028291) 2026-02-09T19:52Z 138.1K followers, 10.2K engagements "$RIG Transocean Ltd. agreed to acquire $VAL Valaris Ltd. in an all-stock deal valued at $5.8 billion. The deal will create the worlds largest offshore rig contractor by market value with a fleet of [--] offshore rigs. Valaris investors will receive [----] shares of Transocean stock for each share they own a roughly 32% premium based on the Feb. [--] closing price. https://twitter.com/i/web/status/2020963216684191843 https://twitter.com/i/web/status/2020963216684191843" [X Link](https://x.com/SpecialSitsNews/status/2020963216684191843) 2026-02-09T20:49Z 138.2K followers, [----] engagements "$amzn Super Bowl ad really hit home" [X Link](https://x.com/SpecialSitsNews/status/2020990824293466290) 2026-02-09T22:38Z 138.1K followers, 10.4K engagements "Sad state of affairs in the USA" [X Link](https://x.com/SpecialSitsNews/status/2020991461924184473) 2026-02-09T22:41Z 138.1K followers, 14.8K engagements "Someone please translate this using Claude for me" [X Link](https://x.com/SpecialSitsNews/status/2021013157750120883) 2026-02-10T00:07Z 138.2K followers, 11K engagements "United States Representative Tim Burchett says aliens could be stationed in five or six underwater bases off the U.S. coast" [X Link](https://x.com/SpecialSitsNews/status/2021048808910754179) 2026-02-10T02:29Z 138.1K followers, [----] engagements "Almost every single company here is spending more than it earns $meta $msft $goog $amzn $orcl" [X Link](https://x.com/SpecialSitsNews/status/2021051580494250501) 2026-02-10T02:40Z 138.1K followers, [----] engagements "@operationdanish He is referring to Powell i believe" [X Link](https://x.com/SpecialSitsNews/status/2021054203452625214) 2026-02-10T02:50Z 138.1K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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: [-------] #
- [--] Week [---------] +936%
- [--] Month [----------] +575%
- [--] Months [----------] +13%
- [--] Year [----------] -13%
Mentions: [---] #
- [--] Week [---] -0.77%
- [--] Month [-----] +60%
- [--] Months [-----] +3.50%
- [--] Year [-----] +1.30%
Followers: [-------] #
- [--] Week [-------] +0.84%
- [--] Month [-------] +1.60%
- [--] Months [-------] +5.60%
- [--] Year [-------] +19%
CreatorRank: [------] #
Social Influence
Social category influence stocks #1270 finance #3531 technology brands 28.14% countries 10.88% cryptocurrencies 8.44% financial services #918 social networks 2.06% automotive brands 1.69% celebrities 1.5% travel destinations 1.5%
Social topic influence ai #2664, $nvda #108, $msft #25, $goog #9, $amzn #103, meta #1148, $meta #16, $slv #28, gold #3930, nvda #37
Top accounts mentioned or mentioned by @grok @william_r2rclub @teshen8lin @bri091188812657 @edwardkens50830 @wavegodmcfly @lmaosuine420 @logicalthesis @anthropicai @storytrading @biancoresearch @trader2179 @brianarmstrong @paulmangione @anthembcbsnews @anthembcbs @nydfs @jlishawa @seandavid @nyminute
Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Metadium (META) SPDR GOLD ETF (GLD) Advanced Micro Devices (AMD) iShares BTC Trust (IBIT) Salesforce Inc (CRM) Apple, Inc. (AAPL) BlackCoin (BLK) Strategy (MSTR) Oracle Corporation (ORCL) Netflix Inc (NFLX) BlackRock Inc (BLK) Bitcoin (BTC) Now Coin (NOW) Palantir Technologies Inc. (PLTR) JPMorgan Chase (JPM) Uniris (UCO) Freeport-McMoRan Inc (FCX) USA Rare Earth, Inc. Class A Common Stock (USAR) Berkshire Hathaway Inc Class B (BRK.B) Southern Copper Corporation (SCCO) Hudbay Minerals Inc. (HBM) MP Materials Corp. (MP) Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) DisChain (DIS) Teck Resources Limited (TECK) Apollo Global Management, Inc. (APO) UBS Group AG (UBS) Crowdstrike Holdings Inc (CRWD) Berkshire Hathaway Inc. (BRK.A) SBET (SBET) Basis Cash (BAC) Realio Network (RIO) Micron Technology, Inc. (MU) Tesla, Inc. (TSLA) ServiceNow Inc (NOW)
Top Social Posts
Top posts by engagements in the last [--] hours
"This admin thinks these people want to work in manufacturing with two 10-minute bathroom breaks per day"
X Link 2025-04-16T14:01Z 138K followers, 59.1K engagements
"$AMZN Amazon Inc. alleges that PacifiCorp a $BRKB Berkshire Hathaway Inc.-owned utility in Oregon is failing to provide sufficient power for four new data center facilities. Amazon lodged a complaint with the Public Utility Commission of Oregon stating that PacifiCorp breached obligations to provide sufficient power for the projects. The dispute highlights the strain that rapid expansion of technology facilities is putting on the electric grid with electricity demand from AI computing expected to more than double in the US by [----]. https://twitter.com/i/web/status/1985710656423694411"
X Link 2025-11-04T14:08Z 137.3K followers, 11.1K 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 https://twitter.com/i/web/status/1990421182491795950 https://twitter.com/i/web/status/1990421182491795950"
X Link 2025-11-17T14:06Z 137.9K followers, 14.5K 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 2025-12-09T15:15Z 137.9K followers, [----] 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 $50 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. https://twitter.com/i/web/status/1998475875625451773 https://twitter.com/i/web/status/1998475875625451773"
X Link 2025-12-09T19:32Z 137.9K followers, [----] engagements
"While $APO predicts a decade of [--] equity returns equity exposure at the firm is a minimal it obviously predicts robust private credit returns Apollo is one of the biggest private credit firms in the world so no bias haha"
X Link 2025-12-11T22:40Z 137.3K followers, [----] engagements
"Conduit Power has entered into financial agreements with Diamondback Energy Inc. (NASDAQ: $FANG) and Granite Ridge Resources (NYSE: $GRNT) to develop [---] megawatts of natural gas power generation assets in Texas. Under the agreements Conduit will build own and operate the distributed power generation capacity across ERCOT's Load Zone West in West Texas. The facilities will sell energy and ancillary services to the Electric Reliability Council of Texas the state's largest power grid operator. https://twitter.com/i/web/status/2001358353281270008"
X Link 2025-12-17T18:26Z 138.2K followers, [----] engagements
"Gotta love Munger trolling every banker in America Charlie Munger famously mocked EBITDA by saying EBITDA is bullshit earnings because he believed it distracts investors from real economic costs and makes weak businesses look healthier than they are. $brkb $brka"
X Link 2025-12-19T21:02Z 138K followers, 11.7K engagements
"Warren Buffett will retire tmrw $brkb $brka"
X Link 2025-12-30T16:03Z 138K followers, [----] engagements
"Russian billionaire Oleg Deripaska warns that if the US secures control over Venezuelas oil fields after already moving into Guyana it could end up overseeing more than half of the worlds reserves. $uso $uco In his view Washington would then be able to hold oil prices near $50 a barrel putting serious pressure on Russias state-capitalist economic model. Post Via @27khv https://twitter.com/i/web/status/2007538885681704980 https://twitter.com/i/web/status/2007538885681704980"
X Link 2026-01-03T19:45Z 138.1K followers, [----] engagements
"Anthropic $GOOG will directly purchase close to [-------] TPUv7 units and deploy them in facilities it controls. These [--] million chips will be purchased directly from Broadcom selling the systems to Anthropic. $AVGO Under this structure for Anthropic owned TPUs TeraWulf ( $WULF) Hut8 Cipher Mining ( $CIFR) will deliver the data center infrastructure while Fluidstack will assume responsibility for on-site deployment including cabling burn-in acceptance testing and remote-hands services effectively outsourcing physical server operations for Anthropic. Post via @SemiAnalysis_"
X Link 2026-01-03T19:48Z 138K followers, [----] engagements
"$UBS has attracted roughly $10bn of demand for its return to the Additional Tier [--] (AT1) market signaling strong investor appetite despite lingering uncertainty around Swiss capital rules and unresolved litigation over Credit Suisses wiped-out AT1s. The bank is marketing two USD-denominated tranches: a 2031-call note at 7.125% and a 2036-call note at 7.5% with demand broadly split between the two maturities. If completed this would be UBSs first AT1 issuance since September and the first such deal of [----] a year expected to see limited supply given low refinancing needs across major banks."
X Link 2026-01-05T13:10Z 138K followers, [----] engagements
"MSCI ruled DATS will stay in indices $asst $sbet $bmnr $mstr $ethz $sqns $naka $brr"
X Link 2026-01-07T01:28Z 138K followers, [----] engagements
"$vsco Victorias Secret $VSCO is now up over 230% since announcing they are bringing back the Fashion Show generational wealth missed again. https://t.co/uZ0z3lGgpI Victorias Secret $VSCO is now up over 230% since announcing they are bringing back the Fashion Show generational wealth missed again. https://t.co/uZ0z3lGgpI"
X Link 2026-01-10T10:27Z 138K followers, [----] engagements
"@LogicalThesis @R_and_Invest @samsolid57 They can absolutely suspend the pref dividends. Saylor doesn't want to do that now but if push comes to shove they can. Dude $AHT just suspended pref dividends [--] days ago. Anyone who thinks otherwise doesn't understand how prefs work"
X Link 2026-01-15T14:50Z 137.9K followers, [---] engagements
"BlackRocks $BLK Rick Rieder is gaining momentum as a candidate for Federal Reserve chair sources say as President Trump weighs a nominee who may face less Senate resistance. The four-way race includes Rieder White House adviser Kevin Hassett Fed Governor Christopher Waller and former governor Kevin Warsh. Hassett was an early frontrunner but Trump may keep him in the White House. https://twitter.com/i/web/status/2013019897807212838 https://twitter.com/i/web/status/2013019897807212838"
X Link 2026-01-18T22:45Z 137.5K followers, [----] engagements
"BlackRock $BLK iShares Preferred and Income Securities ETF just disclosed holding #Bitcoin treasury company Strategy's $STRC $STRF $STRK and $STRD shares worth $471 million. That's 3.3% of the total ETF"
X Link 2026-01-19T16:34Z 137.2K followers, [----] engagements
"Trump eats really bad food which is $MCD McDonalds and candy and Diet Coke $KO. But he drinks Diet Coke at all times. He has the constitution of a deity. I dont know how hes alive." - RFK Jr"
X Link 2026-01-19T16:47Z 137.3K followers, 13.6K engagements
"Interesting tweet from @dharmesh the CTO of $HUBS"
X Link 2026-01-19T22:50Z 137.3K followers, 43.5K engagements
"$UBS CEO says blockchain will be the future of the global banking business"
X Link 2026-01-20T20:11Z 138K followers, [----] engagements
"Worst combined cross asset decline since April [----] across US equities corporate bonds government bonds and crypto $SPY $TLT $LQD $HYG $IBIT"
X Link 2026-01-20T20:32Z 137.9K followers, [----] engagements
"US Treasury Secretary Scott Bessent says Deutsche Bank's $DB CEO called to dismiss a report that had suggested European investors may dump US assets"
X Link 2026-01-21T10:48Z 137.9K followers, [----] engagements
"ONDO finance just increased the tokenized assets on Solana by 400pct overnight after the NYSE approved its tokenization program for stocks $upxi"
X Link 2026-01-21T22:55Z 138K followers, [----] engagements
"This is an automatic egg fryer produced by a Chinese company. It can fry an egg in just [--] seconds making fresh eggs instantly which is very practical for restaurants. Pair this with some AI robots and a security guard and you don't need any $MCD employees"
X Link 2026-01-22T11:41Z 137.3K followers, 22.6K engagements
"$GE Aerospace beat on earnings shares flat premkt GE Aerospace $GE reported quarterly earnings of $1.57 per share which beat the analyst consensus estimate of $1.43 by [----] percent. This is a 18.94% increase over earnings of $1.32 per share from the same period last year. The company reported quarterly sales of $12.717 billion which beat the analyst consensus estimate of $11.177 billion by 13.78%. This is a 17.62% increase over sales of $10.812 billion the same period last year. General Electric Aerospace forecast adjusted earnings per share for [----] of $7.10 to $7.40. YEAR FORECAST - Sees"
X Link 2026-01-22T11:59Z 137.7K followers, 10.2K engagements
"BLACKROCK $BLK SAYS ETHEREUM $ETH BACKS 65% OF TOKENIZED ASSETS POISED TO BENEFIT FROM TOKENIZATION BOOM"
X Link 2026-01-22T15:48Z 137.5K followers, [----] engagements
"$WDAY Workday CEO Carl Eschenbach downplayed concerns that artificial intelligence could undermine traditional software business models calling such fears overblown in an interview on CNBCs Squawk Box on Thursday. Speaking from the World Economic Forum in Davos Eschenbach characterized AI as a net positive for Workday emphasizing that it represents a demand tailwind rather than a structural threat. Software equities have come under pressure in recent months amid investor concerns that generative AI could disrupt incumbent vendors by eroding recurring revenue models. Eschenbach argued that in"
X Link 2026-01-22T17:10Z 137.9K followers, [----] engagements
"$BAC BANK OF AMERICA $C CITIGROUP WEIGH NEW CREDIT CARDS WITH 10% RATE"
X Link 2026-01-22T18:02Z 137.2K followers, [----] engagements
"Gold $GLD over $5000 Mamma mia We are rich boyz and girlz. $IBIT $SBET next"
X Link 2026-01-23T16:43Z 137.6K followers, [----] engagements
"Be careful regarding what you buy online $gld"
X Link 2026-01-24T18:32Z 137.2K followers, 30.2K engagements
"Copper supply actually falling $FCX"
X Link 2026-01-25T15:18Z 137.3K followers, 18.2K engagements
"$CPNG faces some domestic challenges but growth is strong"
X Link 2026-01-25T19:43Z 137.6K followers, [----] engagements
"Trump has literally wiped out more than half of his net worth in crypto since October from $4 billion to $2 billion. $DJT $ABTC. We are entering our 2nd government shutdown in [--] months. Eric must be squeamish. $IBIT $MSTR"
X Link 2026-01-25T20:30Z 137.9K followers, [----] engagements
"BlackRock's $BLK Rick Rieder Expected to be the Next Fed Chair (50% Chance) On policy Rieder tends to be more focused on risk and focused on avoiding damage to credit housing and small business. Thats why hes been more open than many to rate cuts in this phase of the cycle. Rick Rieders candidacy represents a shift from academic theory to real-world financial plumbing. As the manager of $2.4 trillion in fixed income at BlackRock he possesses a unique understanding of how monetary policy actually "hits the tape." [--]. Preventing "Economic Accidents" Rieders primary strength as a potential Fed"
X Link 2026-01-25T22:57Z 137.9K followers, [----] engagements
"The Federal Open Market Committee (FOMC) is scheduled to meet this week on Tuesday January [--] and Wednesday January [--] [----]. The overwhelming market expectation is a pause with the Fed likely to keep the benchmark interest rate steady at its current range of 3.50%3.75%. [--]. The Decision: A "Hawkish Pause" Following three consecutive rate cuts in late [----] (totaling [--] basis points) the Fed is expected to hit the "pause button" to evaluate the impact on inflation and the labor market. Current Odds: FedWatch tools show a 95%97% probability that rates will remain unchanged. Inflation Concerns:"
X Link 2026-01-25T23:16Z 138.1K followers, [----] engagements
"$TM Toyota Motors probably a sell on yen intervention (bad for exports)"
X Link 2026-01-26T02:24Z 138K followers, [----] engagements
"Our Educational Discord call recording is up where we discuss our top [--] picks out of [--] copper names long term. $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FQVLF $ERO $COPX $ICOP $COPP $CPER https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing"
X Link 2026-01-26T02:38Z 138K followers, [----] engagements
"For the first time since [----] the value of gold held by central banks ($4.6 trillion) exceeds the value of the US Treasurys they hold ($3.9 trillion). $gld"
X Link 2026-01-26T03:29Z 137.2K followers, 163.7K engagements
"$IONQ IonQ Inc. has agreed to buy SkyWater Technology Inc. in a cash-and-stock deal that values the chipmaker at about $1.8 billion. IonQ will pay $35 a share for the Minnesota-based company comprising $15 in cash and $20 in stock a 38% premium to SkyWaters average share price over [--] days. The deal gives IonQ access to a large US-based chip foundry allowing it to speed up development of its own technology and boost its appeal to US customers in sensitive sectors like defense. https://twitter.com/i/web/status/2015754928170434874 https://twitter.com/i/web/status/2015754928170434874"
X Link 2026-01-26T11:53Z 138K followers, [----] engagements
"$CHGG was one of the most obvious victims of AI Is $DUOL a victim Possibly the biggest victim of AI https://t.co/BNlv4mSmgX Possibly the biggest victim of AI https://t.co/BNlv4mSmgX"
X Link 2026-01-26T12:10Z 137.9K followers, [----] engagements
"NVIDIA $NVDA has invested $2 billion into CoreWeave $CRWV at $87.20/share Stock up 10% bonds up [--] points from [---] spread to [---] spread"
X Link 2026-01-26T13:57Z 137.2K followers, [----] engagements
"$VST power generation companies https://x.com/ShanuMathew93/status/2015817095993233762s=20 Power has been one of the primary winners of the AI capex trade. (chart: Bernstein) https://t.co/dVe6gVvYag https://x.com/ShanuMathew93/status/2015817095993233762s=20 Power has been one of the primary winners of the AI capex trade. (chart: Bernstein) https://t.co/dVe6gVvYag"
X Link 2026-01-26T18:59Z 137.9K followers, [----] engagements
"$apo WARNING: This may be a PTSD trigger for those of you who were credit investors in [----]. https://t.co/ayXUrxCiP8 WARNING: This may be a PTSD trigger for those of you who were credit investors in [----]. https://t.co/ayXUrxCiP8"
X Link 2026-01-27T08:30Z 138.2K followers, [----] engagements
"$orcl TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30000 people or sell Cerner to keep up with the debt on the data centers its building for OpenAI. It also says multiple US banks have pulled back from Oracle data center deals. https://t.co/T26ZPgh3iD TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30000 people or sell Cerner to keep up with the debt on the data centers its building for OpenAI. It also says multiple US banks have pulled back from Oracle data center deals. https://t.co/T26ZPgh3iD"
X Link 2026-01-27T08:30Z 137.3K followers, [----] engagements
"Rieder is going to cut rates to at least 3%.not to 2% like Hassett but more than the market predicts"
X Link 2026-01-27T08:54Z 138K followers, 19K engagements
"@ensoldyrkare Man has the gravitas running $2.4 trillion at $BLK BlackRock to sway the others Imagine some of the other members at the Fed would kill to be advisers at BlackRock"
X Link 2026-01-27T09:03Z 137.3K followers, [---] engagements
"$UPS beat shares up 5% UPS forecast revenue for [----] of about $89.7 billion estimate $87.95 billion (BEAT) 4Q Results - Adjusted EPS $2.38 vs. $2.75 y/y estimate $2.21EPS $2.10 vs. $2.01 y/y - Revenue $24.5 billion -3.2% y/y estimate $23.99 billion - US package revenue $16.76 billion -3.2% y/y estimate $16.27 billion - International package revenue $5.05 billion +2.5% y/y estimate $5.01 billion - Supply Chain Solutions revenue $2.68 billion -13% y/y estimate $2.73 billion https://twitter.com/i/web/status/2016114439519404331 https://twitter.com/i/web/status/2016114439519404331"
X Link 2026-01-27T11:41Z 137.3K followers, [----] engagements
"$UNH UnitedHealth reported weaker-than-estimated quarterly revenue sending shares even lower after they took a hit from the Trump administration's plan to keep Medicare Advantage rates roughly flat. $HUM $CVS The stock cratered 17% ahead of the opening bell. Shares were down about 8% heading into the release of earnings. The Centers for Medicare and Medicaid Services proposed late Monday for payments to private Medicare Advantage plans to rise by 0.09% on average in [----] well below what analysts had been expecting. The company's revenue guidance for [----] also looked weak. UnitedHealth is"
X Link 2026-01-27T12:43Z 137.3K followers, [----] engagements
"Can't have a short squeeze with a 2% short interest on $UPS.but yes shares can go higher on a beat https://x.com/jimcramer/status/2016109170324295894s=20 Big short squeeze coming UPS on sharply better than expected numbers https://x.com/jimcramer/status/2016109170324295894s=20 Big short squeeze coming UPS on sharply better than expected numbers"
X Link 2026-01-27T12:50Z 137.5K followers, [----] engagements
"Corning $GLW up 6% at $100.30 after report of $6B order from $Meta for fiber optic cables through 2030"
X Link 2026-01-27T13:17Z 137.3K followers, [----] engagements
"In the summer of [----] $SKM apparently invested $100mn in @AnthropicAI at a $5bn valuation (currently raising $20bn at $350bn valuation). The stake is currently worth about $2-3bn or 25% of market capitalization. The % ownership today is close to 0.6%. $AMZN $NVDA There has likely been substantial dilution since the original investment (30-50%). Anthropic has since conducted multiple massive fundraisings in 2023-2025: May 2023: Anthropic raised $450m led by Spark Capital at $45bn post-money September 2023: $AMZN committed up to $4bn (initial $1.25bn) at $1015bn range. March 2025: $3.5 billion"
X Link 2026-01-27T20:32Z 137.3K followers, [----] engagements
"Trump says the dollar is doing great.it's down more than 11% in the last year. $GLD $IBIT $SLV $SBET"
X Link 2026-01-27T21:09Z 137.5K followers, 15.3K engagements
"$UPS to cut additional [-----] jobs"
X Link 2026-01-27T23:37Z 137.2K followers, [----] engagements
"Two sticks of RAM now cost over $1000 because of this AI crap $MU $NVDA"
X Link 2026-01-28T01:35Z 138K followers, 43.3K engagements
"Thailands Central Bank governor prohibits short selling for gold transactions. $gld $slv"
X Link 2026-01-28T02:48Z 137.9K followers, [----] engagements
"Gold $gld now $5260/Oz"
X Link 2026-01-28T02:57Z 137.2K followers, [----] engagements
"Indonesian stocks are gapping down today. The Jakarta Index gapped lower over 7% at the open. Stocks bounced but then reversed lower again to decline 7.4%. $EIDO"
X Link 2026-01-28T09:02Z 137.7K followers, [----] engagements
"$AMZN announces they are laying off 16k corporate employees in addition to layoffs from last year due to AI $nvda $amd"
X Link 2026-01-28T12:08Z 137.2K followers, [----] engagements
"BlackRock $BLK says bonds no longer offer reliable portfolio protection amid rising volatility. Spikes in long-term yields are fueling debt concerns driven largely by U.S. tariff risks with impacts strongest in Japan. The firm remains underweight long-term U.S. and Japanese government bonds https://twitter.com/i/web/status/2016533309203825071 https://twitter.com/i/web/status/2016533309203825071"
X Link 2026-01-28T15:26Z 137.9K followers, [----] engagements
"EU is "actively looking" for alternative LNG supplies that aren't from the US $LNG $UNG via @SStapczynski"
X Link 2026-01-28T15:30Z 138.1K followers, [----] engagements
"Gold $GLD hit a fresh all-time high surging to $5311 per ounce on Wednesday morning. The yellow metal continues at a high pace surging 22.5% year-to-date ahead of the closely watched Federal Reserve policy decision. The latest rally catalyst came from the U.S. dollar which slid to its lowest level since February [----]. When asked to comment on the matter President Donald Trump showed no concern. "I think the value of the dollar look at the business we're doing. The dollar's doing great" he said to reporters in Iowa according to Reuters. Trump noted that he would want it to "seek its own"
X Link 2026-01-28T15:33Z 137.2K followers, [----] engagements
"$GME Vlad explains why his mistake at $HOOD won't happen again. https://x.com/vladtenev/status/2016500601798992083s=20 https://t.co/ZczWF8rMrs https://x.com/vladtenev/status/2016500601798992083s=20 https://t.co/ZczWF8rMrs"
X Link 2026-01-28T16:00Z 137.5K followers, [----] engagements
"$CVNA has been taking market share from $KMX.need this to turn and for subprime auto to really blow up for this to be a good short"
X Link 2026-01-28T16:57Z 138.1K followers, 10.1K engagements
"@CypherdC yea we have a short tracker can't size this big yet"
X Link 2026-01-28T17:28Z 137.3K followers, [---] engagements
"France to replace Microsoft Teams $MSFT and Zoom $ZM with its own video platform Visio across all Govt departments by 2027"
X Link 2026-01-28T18:04Z 137.5K followers, [----] engagements
"8/ Powell Presser Starting Now GOOD AFTERNOON"
X Link 2026-01-28T19:30Z 137.3K followers, [----] engagements
"22/ How much is labor weakening over the last [--] months is due to immigration falling etc. Growth in supply of labor has come to a halt after a strong increase in prior years driven by immigration Demand for labor has also fallen modestly Conference board measure of job availability shows that workers feel job availability is low (softening) Part time for economic reasons (U6) has moved up significant Many places that suggest labor market has softened"
X Link 2026-01-28T19:58Z 137.3K followers, [---] engagements
"$HD HOME DEPOT TO CUT [---] CORPORATE JOBS REQUIRE FULL-TIME RETURN TO OFFICE"
X Link 2026-01-28T20:29Z 137.5K followers, [----] engagements
"$META and $MSFT are falling on raised expenses / AI capex risk even though $META revenue beat *META SEES [----] TOTAL EXPENSES $162B TO $169B EST. $151B *META SEES [----] CAPEX $115B TO $135B EST. $110.62B META SHARES FALL 3% AS [----] CAPEX FORECAST EXCEEDS ESTIMATE *META SEES 1Q REV. $53.5B TO $56.5B EST. $51.27B https://twitter.com/i/web/status/2016618677827932175 https://twitter.com/i/web/status/2016618677827932175"
X Link 2026-01-28T21:05Z 137.2K followers, 14.5K engagements
"Tesla revenues declines for first time in [----] but stock up on Cybercab and Robotics promises along with bounce in gross margin Teslas $TSLA annual revenue declined for the first time in [----] as President Donald Trumps policies and a consumer backlash to chief executive Elon Musks political activism weighed on its sales of electric cars. Tesla reported adjusted earnings per share for the fourth quarter that beat the average analyst estimate. 4Q RESULTS Adjusted EPS 50c vs. 73c y/y estimate 45c (Consensus) EPS 24c vs. 66c y/y Revenue $24.90 billion -3.1% y/y est $25.11 billion Gross margin"
X Link 2026-01-28T21:21Z 137.2K followers, [----] engagements
"ServiceNow $NOW topped Wall Street's fourth-quarter revenue expectations EPS and issued better-than-expected guidance. It is also announcing a partnership with Anthropic. Stock down in sympathy with $MSFT The enterprise software company has spent billions in recent months to boost its artificial intelligence and security capabilities with plans to buy startups Armis and Veza. Finance chief Gina Mastantuono told CNBC that the acquisitions are "100% not a pivot away from organic growth." ServiceNow (NYSE:NOW) reported adj. quarterly earnings of $0.92 per share which beat the analyst consensus"
X Link 2026-01-28T21:26Z 137.2K followers, 17.8K engagements
"$V Visa doing everything it can to avoid getting on the wrong side of [--] I like the investment plan for kids https://x.com/i/status/2016570277774131452 Statement from Visa: https://t.co/2Bcv8e36BE https://x.com/i/status/2016570277774131452 Statement from Visa: https://t.co/2Bcv8e36BE"
X Link 2026-01-28T22:46Z 137.9K followers, [----] engagements
"$META now up 9% great reversal"
X Link 2026-01-28T23:35Z 137.3K followers, [----] engagements
"$NVDA NVIDIA Feynman architecture generation will rely partially on Intel $INTC by [----]. Exciting partnership for Intel allowing Jensen to diversify a but from $TSM"
X Link 2026-01-28T23:35Z 137.3K followers, [----] engagements
"Gold at $5540/oz $GLD Silver at $118/oz $SLV"
X Link 2026-01-28T23:50Z 137.3K followers, [----] engagements
"Trump admin backing away from minimum price guarantees for rare earths $usar $mp Why No clue such a small check Stocks rekt after hours"
X Link 2026-01-29T00:05Z 137.5K followers, [----] engagements
"$MP Materials says Reuters report INACCURATE $USAR $LAC https://x.com/i/status/2016663535527313877 Todays Reuters report is inaccurate misleading and inconsistent with the facts. It follows a pattern of speculative and misleading reporting that has repeatedly mischaracterized government policy and caused unnecessary confusion in the marketplace. MP Materials has a binding https://x.com/i/status/2016663535527313877 Todays Reuters report is inaccurate misleading and inconsistent with the facts. It follows a pattern of speculative and misleading reporting that has repeatedly mischaracterized"
X Link 2026-01-29T00:42Z 137.5K followers, [----] engagements
"Copper up 7%.rallying harder than gold or silver today All-time record $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FM / $FQVLF $COPX $ICOP $COPP $CPER"
X Link 2026-01-29T09:24Z 137.3K followers, [----] engagements
"@StoryTrading Just a fact.results in a change in discount rate on the revenue would you rather have a contract with $GE or a Chinese aerospace company Revenue is revenue but what is the quality of the revenue what is the counterparty credit risk does it have to be financed"
X Link 2026-01-29T11:54Z 137.5K followers, [---] engagements
"$GEV GE Vernova earnings OK outside of wind: GE Vernova reported a mixed earnings picture with revenue of $10.956 billion up 4% from 10.56bn and EPS of $2.79 missing the estimate of $3.18. Sales exceeded an analyst estimate of $10.213 billion. The company highlighted solid demand margin expansion and cash generation with a backlog increase to $150 billion and a doubling of its quarterly dividend to [--] cents per share. GE Vernova raised its [----] revenue outlook to $44 billion to $45 billion and increased free cash flow guidance to $5.0 billion to $5.5 billion with shares trading lower"
X Link 2026-01-29T12:42Z 138.1K followers, [----] engagements
"Don't short futures or use margin for any type of commodity shorts without stops or an exit plan. Keep them small. So many better ways to make money $SLV Even if you are right in [--] months you could lose everything in [--] month https://x.com/silvertrade/status/2016683572464079106s=20 🚨Liquidated in [--] hours🚨 https://t.co/G0rh36ZgJC https://x.com/silvertrade/status/2016683572464079106s=20 🚨Liquidated in [--] hours🚨 https://t.co/G0rh36ZgJC"
X Link 2026-01-29T12:52Z 137.3K followers, [----] engagements
"@TheBenSchmark correct $AA is cited for SEO purposes. our ideas are on our website/discord"
X Link 2026-01-29T12:54Z 137.6K followers, [---] engagements
"Trump response to FOMC -- you knew this was coming hahaha (it's his tariffs that pushed PCE above the target rate of 2% we would have already been there) Jerome Too Late Powell is refusing to cut interest rates for no good reason. Inflation is no longer a threat yet high rates are hurting our economy national security and costing America hundreds of billions in unnecessary interest. With tariffs bringing in billions and strengthening our country the U.S. should have the lowest interest rates in the world. The Fed must substantially lower ratesnow."
X Link 2026-01-29T13:59Z 137.5K followers, [----] engagements
"Silver from up 5% to down 7% in one day $SLV. Once in two decade type volatility. [--] sigma moves Dollar was overextended to the downside"
X Link 2026-01-29T15:29Z 137.6K followers, [----] engagements
"What is the AI threat to cybersecurity If anything cybersecurity software needs will rise"
X Link 2026-01-29T15:30Z 137.6K followers, [----] engagements
"Gold and silver volumes are off the charts $GLD $SLV https://x.com/EricBalchunas/status/2016937314245550373s=20 METAL MANIA: $GLD has traded $25b worth of shares today which is an all-time daily record and it's ONLY 1pm. $SLV is at about $20b and has now traded more this week than it does in most years. These are radical numbers. https://t.co/fjSs5qLPtQ https://x.com/EricBalchunas/status/2016937314245550373s=20 METAL MANIA: $GLD has traded $25b worth of shares today which is an all-time daily record and it's ONLY 1pm. $SLV is at about $20b and has now traded more this week than it does in"
X Link 2026-01-29T18:38Z 137.2K followers, [----] engagements
"Wild. SpaceX is reportedly in talks to merge with xAI ahead of its planned IPO coming up later this year - Bloomberg"
X Link 2026-01-29T18:44Z 137.3K followers, [----] engagements
"$AMZN is set to invest $50 billion in the latest round of OpenAI according to Andy Jassy $NVDA $MSFT $SFTBY Whyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyy"
X Link 2026-01-29T20:38Z 137.5K followers, 10.2K engagements
"$SATS down on potential merger of xAI and SpaceX"
X Link 2026-01-29T22:07Z 138.1K followers, [----] engagements
"$AAPL beat earnings Apple Inc.'s revenue jumped 16% to $143.8 billion in the period that ended Dec. [--] driven by strong demand for the new iPhone [--] growth in services and a rebound in China. Earnings rose to $2.84 a share in the fiscal first quarter beating an average estimate of $2.68. In China Apple reported revenue of $25.5 billion up 38% from a year earlier. Wall Street had projected $21.8 billion from that vital market. The company's revenue from the iPhone totaled $85.3 billion during the period with higher-end versions of the device being especially popular and services generated $30"
X Link 2026-01-29T22:08Z 137.2K followers, [----] engagements
"$V Visa beat earnings but traded down Visa Q1 Adj. EPS $3.17 Beats $3.14 Estimate Sales $10.901B Beat $10.687B Estimate Payment volume $3.87 trillion +9.8% y/y estimate $3.83 trillion Payments volume at constant currency +8% estimate +8.33% Cross-border volumes at constant currency +12% estimate +11.9% Change in cross-border volume nominal USD +18% estimate +13.6% Total Visa processed transactions $69.4 billion +8.8% y/y estimate $69.67 billion Total Visa processed transactions +9% Net revenue $10.90 billion +15% y/y estimate $10.68 billion Service revenue $4.76 billion +13% y/y estimate"
X Link 2026-01-29T22:12Z 137.9K followers, [----] engagements
"Apple $AAPL planned to overhaul Siri with Claude after heavy internal use but talks broke down over Anthropic's demand for billions annually doubling yearly. Apple then partnered with $GOOG Google for a custom Gemini model at about $1 billion a year leveraging existing ties and Google's scale. The choice powers an advanced Siri version called Campos in iOS [--] this fall balancing Apple's privacy focus with cloud needs to catch AI rivals. https://twitter.com/i/web/status/2017222080308089232 https://twitter.com/i/web/status/2017222080308089232"
X Link 2026-01-30T13:03Z 137.3K followers, [----] engagements
"Powell realizing he wont be the Fed chair when the next big crash happens"
X Link 2026-01-30T13:29Z 137.7K followers, 11.7K engagements
"Why Waller Dissented: Statement by Governor Christopher J. Waller Governor Christopher J. Waller I dissented at the most recent meeting of the Federal Open Market Committee (FOMC) after concluding that cutting the policy rate by [--] basis points was the appropriate stance of policy. Three cuts to the policy rate last year have moved it closer to a neutral setting but monetary policy is still restricting economic activity and economic data make it clear to me further easing is needed. First in contrast to the continued solid growth in economic activity the labor market remains weak. Despite"
X Link 2026-01-30T15:38Z 138.1K followers, [----] engagements
"Silver now down 25% on the day $SLV $PSLV $GLD $GOLD $PHYS"
X Link 2026-01-30T17:47Z 137.2K followers, [----] engagements
"$10 trillion in value wiped from Gold and Silver in [--] hours. $SLV $GLD Imagine buying on margin this month El Salvador just bought yesterday"
X Link 2026-01-30T18:09Z 137.8K followers, [----] engagements
"Government shutdown in effect until vote on Monday. Senate passed resolution now up to the House"
X Link 2026-01-31T10:55Z 137.3K followers, [----] engagements
"$SLV silver volatility has been insane Silver has a 10-day realised volatility of 186% - it got to 247% when the Hunt Bros bought 50% of deliverable silver in [----] and effectively became the market. but aside from that made event this is the most extreme vol silver has ever seen - essentially a 10-day vol of 186% https://t.co/fPF9MemypA Silver has a 10-day realised volatility of 186% - it got to 247% when the Hunt Bros bought 50% of deliverable silver in [----] and effectively became the market. but aside from that made event this is the most extreme vol silver has ever seen - essentially a"
X Link 2026-01-31T11:49Z 137.3K followers, [----] engagements
"First FDIC bank failure of 2026: Metropolitan Capital Bank & Trust This Chicago based bank was already stressed as Chicago real estate prices have been anemic We have far too many banks in the USA"
X Link 2026-01-31T12:56Z 137.9K followers, [----] engagements
"Dalio says every fiat currency is declining faster than ever and given debt problems the world is now hoarding gold especially central banks Ray Dalio says the U.S. Dollar & all other fiat monetary systems are coming to an end"
X Link 2026-01-31T17:07Z 138.2K followers, [----] engagements
"Bitcoin just fell below 80k. $IBIT $MSTR Trump has been the worst President for his own family's net worth $ABTC $DJT 4bn in crypto gross value at peak going to fall to 1.5bn"
X Link 2026-01-31T17:12Z 137.9K followers, [----] engagements
"Agree with Matt furthermore the same bad reporting from Reuters last week caused liquidations in rare earth metals companies like $MP and $USAR Journalists need to do better the WSJ $NVDA stalling on deal with OpenAI article was not titled correctlybut unlike Reuters they addressed this in the body of the article This type of garbage is getting tiring. WSJs headline implies Nvidia is bailing on OpenAI but the article itself says the original $100B / 10GW framework was nonbinding and never a finalized contract (old news Jensen didnt like the $amd deal either - duh). It also says"
X Link 2026-01-31T20:50Z 137.9K followers, [----] engagements
"CEO of $U Unity on AI Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can"
X Link 2026-01-31T20:51Z 137.6K followers, 10.3K engagements
"Calls in $gld and $slv highest traded ever on Friday When looking at the total call volume among some of the most popular ETFs ($GLD and $SLV) Friday was the highest of all time coming in at [---] million contracts traded. #gold #silver https://t.co/daqb0gR7j0 When looking at the total call volume among some of the most popular ETFs ($GLD and $SLV) Friday was the highest of all time coming in at [---] million contracts traded. #gold #silver https://t.co/daqb0gR7j0"
X Link 2026-01-31T22:32Z 137.9K followers, [----] engagements
"@biancoresearch @Chickendaddy5 It was because of a timing mismatch with London pricing not really a 19pct discount to nav"
X Link 2026-01-31T22:47Z 137.7K followers, [----] engagements
"That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." $nvda"
X Link 2026-02-01T00:24Z 137.9K followers, 34.4K engagements
"$orcl needs capital to fund capex but to what lengths will Ellison go to 🦔 Oracle is reportedly considering cutting [-----] to [-----] jobs and potentially selling Cerner its healthcare IT unit to fund its $300 billion contract with OpenAI. Investment bank TD Cowen estimates the OpenAI deal alone requires $156 billion in capital spending for GPUs and https://t.co/nly8AZU5MN 🦔 Oracle is reportedly considering cutting [-----] to [-----] jobs and potentially selling Cerner its healthcare IT unit to fund its $300 billion contract with OpenAI. Investment bank TD Cowen estimates the OpenAI deal alone"
X Link 2026-02-01T01:22Z 137.3K followers, 14.1K engagements
"Truflation shows inflation is dumping.contrary to PPI last week which was bolstered by fund manager fees etc that grow with AUM"
X Link 2026-02-01T14:37Z 137.9K followers, [----] engagements
"Renminbi cannot be a global reserve currency if China continues to have capital controls https://x.com/FT/status/2017953627143286903s=20 Xi Jinping has called for the renminbi to become a global reserve currency in some of his clearest comments on his ambitions for Chinas currency as Beijing seeks to play a greater role in the international monetary system: https://t.co/qvIgOzMkmi https://t.co/XvPayFHr2K https://x.com/FT/status/2017953627143286903s=20 Xi Jinping has called for the renminbi to become a global reserve currency in some of his clearest comments on his ambitions for Chinas"
X Link 2026-02-01T14:41Z 137.5K followers, [----] engagements
"Does Trump know there is a board of governors that all vote on policy How it works: There are [--] voters at EVERY SINGLE FOMC meeting: 1) The [--] Governors (Permanent Voters) These are the members of the Board of Governors in Washington D.C. They are appointed by the President and confirmed by the Senate. They always have a vote. Jerome Powell (Chair until May 2026) Philip Jefferson (Vice Chair) Michael Barr Michelle Bowman Lisa Cook Stephen Miran (Note: His term technically ended yesterday Jan [--] 2026; a successor or temporary seat-holder will fill this spot.) Christopher Waller 2) The 5"
X Link 2026-02-01T15:36Z 138K followers, [----] engagements
"Comex silver inventories $SLV"
X Link 2026-02-01T15:36Z 138.1K followers, 71.2K engagements
"Software meltdown $FIG $TTD $DUOL $HUBS $MNDY $WIX $REAM $CVLT $DOCS $IOT $DOCU $ESTC $CRM $WDAY $INTU $ABDE $SAP $SNOW $ZETA $FSLY"
X Link 2026-02-01T16:33Z 138.1K followers, [----] engagements
"US High Yield Credit Spreads (BB/B) Still at Multi Year Lows $JNK"
X Link 2026-02-01T16:45Z 137.7K followers, [----] engagements
"Special Situations Market Strategy & Silver/gold/copper miner call this evening at 6:30pm ET. Some of these companies have negative cash costs & will print cash even at $30-50/ox. $SLV $HL $PAAS $AG $EXK $FSM $SIL $CDE $NEM $GOLD $AEM Can sign up here: https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing"
X Link 2026-02-01T20:34Z 138.2K followers, [----] engagements
"Marc Andreessen on AI $NVDA $AMD $GOOG https://x.com/i/status/2016926074635182473 The @pmarca episode Marc is a many-time founder investor co-creator of the web browser co-founder of Netscape the "a" in @a16z. In this very special conversation we dig into why were living through one of the most unique times in history and what comes next. We discuss: https://t.co/Pg4LmGtQco https://x.com/i/status/2016926074635182473 The @pmarca episode Marc is a many-time founder investor co-creator of the web browser co-founder of Netscape the "a" in @a16z. In this very special conversation we dig into why"
X Link 2026-02-02T06:19Z 137.8K followers, 11.8K engagements
"Epstein was getting FX insider trading tips from British politicians Lord Mandelson gave Jeffrey Epstein advance notice of a 500bn bailout to save the Euro. He messaged Epstein about the bailout on the evening of May [--] [----] (timing was key). It was formally announced the following morning"
X Link 2026-02-02T18:13Z 137.5K followers, 20.5K engagements
"Copper up 4% on China stockpiling China which consumers 60% of the world's commodities is growing copper inventories at the same time as the USA to secure supply after the strategic metal rose this year. $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FM / $FQVLF $COPX $ICOP $COPP $CPER The country will work with key state-owned smelters to boost commercial inventories Duan Shaopu deputy secretary general of the China Nonferrous Metals Industry Association said at a press conference on Tuesday. https://twitter.com/i/web/status/2018673434406854760"
X Link 2026-02-03T13:10Z 138K followers, [----] engagements
"$PEP PepsiCo Cuts Lays Doritos Prices as Much as 15% to Boost Sales as lower income US citizens are cutting back Disinflation starting"
X Link 2026-02-03T13:59Z 138K followers, 13.7K engagements
"Spain's PM announces legal measures against "dangers of social media" including bans for under 16s making tech CEOs "face criminal liability" for not removing "illegal or hateful content" $meta $goog $msft $snap $orcl"
X Link 2026-02-03T14:25Z 138K followers, [----] engagements
"The US military accused Iran of "unnecessary aggression" after shooting down an Iranian drone near the USS Abraham Lincoln in the Arabian Sea and IRGC vessels approached a US-flagged oil tanker in the Strait of Hormuz in run-ins ahead of US-Iran talks later this week. $USO"
X Link 2026-02-03T19:07Z 137.2K followers, [----] engagements
"On February [--] the US Congress approved a $1.2 trillion government funding bill which President Donald Trump has signed averting an imminent government shutdown. The legislation funds most federal operations through September [--] marking the end of fiscal year 2026"
X Link 2026-02-04T09:47Z 137.5K followers, [----] engagements
"Jensen on software careful to say that AI won't destroy software companies. This guy can't afford to lose any customers $NVDA $MSFT $CRM $NOW"
X Link 2026-02-04T12:18Z 138.1K followers, 10.4K engagements
"Trump remarks on strong China call with Xi"
X Link 2026-02-04T16:08Z 137.3K followers, [----] engagements
"$IREN / $CIFR down 16-18% today"
X Link 2026-02-04T16:54Z 137.6K followers, [----] engagements
"$PLTR down 12%"
X Link 2026-02-04T17:09Z 137.3K followers, [----] engagements
"Plans for Iran nuclear talks are collapsing U.S. officials say. U.S. officials say plans for Iran nuclear talks are breaking down after Washington rejected Tehrans demand to change the meetings location and format. Iran wanted to move the talks from Istanbul to Oman and make them bilateral. The U.S. refused saying it was this or nothing and Iran chose nothing. Officials warn the impasse could push President Trump toward military options. Envoy Steve Witkoff and Jared Kushner are expected to discuss Iran in Qatar instead. https://twitter.com/i/web/status/2019113547796537587"
X Link 2026-02-04T18:19Z 137.3K followers, [----] engagements
"Iran's foreign minister says nuclear talks with the U.S. are back on in Muscat Oman at [--] a.m. Friday"
X Link 2026-02-04T20:28Z 137.3K followers, [----] engagements
"$GOOG ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B"
X Link 2026-02-04T21:37Z 138K followers, [----] engagements
"Sharp move lower in $SLV overnight as a Chinese firm shorted over $1 billion of silver again he is still short Bian Ximing a reclusive billionaire often dubbed the "King of Futures" in China made headlines in early February [----] for a high-stakes bet against silver. Data from the SHFE showed that his firm Zhongcai Futures rapidly increased its short position. By January [--] [----] the firm held roughly [-----] short contracts equivalent to approximately [------] tons of silver. Bian reportedly cleared over $500 million in profit within a single week as silver prices plunged nearly 30% in a "flash"
X Link 2026-02-05T09:29Z 137.9K followers, 41.7K engagements
"U.S. employers announced [------] layoffs in January up 205% from December and the highest January total since [----] according to Challenger Gray & Christmas. The surge was led by transportation with UPS planning up to [-----] job cuts and tech driven mainly by Amazons [-----] planned layoffs. Healthcare also saw notable reductions. Loss of contracts and economic uncertainty were the main drivers while AI accounted for 7% of cuts. Hiring plans were weak with just [----] announced the lowest January level on record. https://twitter.com/i/web/status/2019399169140457936"
X Link 2026-02-05T13:14Z 137.3K followers, [----] engagements
"January was the lowest months for job cuts since the [----] Great Recession . layoffs way up hiring ways down. During Jan US-based employers announced just over [------] layoffs. That's roughly 2x Jan [----]. In fact this is the highest since Jan 2009.""
X Link 2026-02-05T14:09Z 137.5K followers, [----] engagements
"Bloodbath $GOOG $MSFT $LLY $AMZN $TSLA"
X Link 2026-02-05T15:15Z 137.5K followers, [----] engagements
"Warsh hasn't even started yet.just replace him with Rieder BESSENT SAYS WHETHER TO SUE WARSH OVER FED INTEREST RATE POLICY IS UP TO PRESIDENT TRUMP"
X Link 2026-02-05T16:03Z 137.5K followers, 10.1K engagements
"BESSENT: IF TRUMP WINS IRS SUIT $10B WOULD COME FROM TAXPAYERS"
X Link 2026-02-05T17:14Z 137.5K followers, [----] engagements
"Claude creates financial modeling software to rival $FDS Factset stock down 7%"
X Link 2026-02-05T17:55Z 138K followers, 38.1K engagements
"Markets just repriced expectations for a March rate cut. Kalshi now shows a 20% chance of a 25bp cut up sharply from single digits earlier today"
X Link 2026-02-05T20:15Z 137.8K followers, [----] engagements
"Margin calls on $GLD and $SLV https://x.com/profitsplusid/status/2019541783462703462s=20 CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going into effect after the close of Friday Feb [--] [----] https://t.co/79muikRcbx https://x.com/profitsplusid/status/2019541783462703462s=20 CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going into effect"
X Link 2026-02-06T00:30Z 138K followers, 12.7K engagements
"Trump could really pump the market by switching his nomination to Hassett tmrw. Pretty easy to do when his family just lost $2bn in crypto wealth"
X Link 2026-02-06T00:39Z 137.8K followers, 28.3K engagements
"Almost a 50% drawdown in silver from highs $SLV via @Fullcarry"
X Link 2026-02-06T01:01Z 137.7K followers, [----] engagements
"Marc Andreessen: AI coding doesnt eliminate programmers just makes them infinitely more productive"
X Link 2026-02-06T01:14Z 137.5K followers, [----] engagements
"Binance buys another $235000000 worth of Bitcoin for its 'SAFU' fund $IBIT"
X Link 2026-02-06T08:34Z 137.5K followers, [----] engagements
"Gold remains a good hedge against policy and debasement risks despite recent volatility according to Pictet Asset Management. $GLD $SLV We are telling our funds to have as much gold as possible within your mandate within your budget said Arun Sai senior multi-asset strategist. Golds high volatility is nothing new Sai said in an interview. Gold is a good store of value in the long term.Pictet has been so-called double-overweight on gold since last year: Sai Gold is not a hedge against growth risks but it is a hedge against currency debasement inflation and the weaponization of US dollar: Sai"
X Link 2026-02-06T08:52Z 138K followers, [----] engagements
"@jakebrowatzke sorry to hear this man best to you and your family. be strong and use diversification never leverage. there will be better times"
X Link 2026-02-06T08:55Z 137.5K followers, [----] engagements
"Cardano founder lost $3 billion paper in net worth"
X Link 2026-02-06T08:58Z 137.5K followers, 10.1K engagements
"What happens when the big Chinese short needs to deliver or cover $SLV Bians big short comes with significant risk and he has been forced to liquidate some positions at a loss in a volatile silver market. But he now holds a short that stands at about [---] tons of silver or [-----] contracts so the metals sharp drop since last week has resulted in a paper gain of about [--] billion yuan ($288 million). Including previous losses Bian stands to make a net profit of around [--] billion yuan based on his position and prices at the end of Tuesday. Silver is again sliding in Thursday trade and has tumbled"
X Link 2026-02-06T09:33Z 137.6K followers, [----] engagements
"$MOH had obvious risks.like other healthcare companies in the space (medical cost/margin shock). All the other companies in the space were also reporting deterioration in Medical Care Ratios (90.2%-- 94.6%) https://x.com/kingtutcap/status/2019525974485074039s=20 Substack bros in shambles https://t.co/4LOYq5bLoH https://x.com/kingtutcap/status/2019525974485074039s=20 Substack bros in shambles https://t.co/4LOYq5bLoH"
X Link 2026-02-06T09:52Z 138.1K followers, [----] engagements
"Rate cuts: *CANADA LOSES 24.8K JOBS IN JAN. EST. 5.0K *CANADA JAN. UNEMPLOYMENT RATE FALLS TO 6.5% EST.6.8%"
X Link 2026-02-06T13:31Z 137.6K followers, [----] engagements
"Big tech capex spending insane doubling to $680.2 billion $NVDA $AMD $MU: $AMZN $200 billion $GOOG $182.5 billion $META $125 billion $MSFT $114.2 billion $ORCL $58.5 billion"
X Link 2026-02-06T14:05Z 137.6K followers, [----] engagements
"Wednesday was single biggest hedge fund degrossing day since October $GS GS prime brokerage estimates for hedge fund performance on Weds (crazy momentum unwind day): Quant: -0.82% (+2.5% YTD) Fundamental L/S: -0.93% (+2.2% YTD) Multistrat equity: -1.9% (worst since April) (+3.9% YTD) Weds was largest US single-stock degrossing since October GS prime brokerage estimates for hedge fund performance on Weds (crazy momentum unwind day): Quant: -0.82% (+2.5% YTD) Fundamental L/S: -0.93% (+2.2% YTD) Multistrat equity: -1.9% (worst since April) (+3.9% YTD) Weds was largest US single-stock degrossing"
X Link 2026-02-06T21:15Z 138K followers, 10.6K engagements
"$NVO $HIMS $LLY FDA IS MOVING TO COMBAT COPYCAT & COMPOUNDED GLP-1 DRUGS VIOLATORS TO FACE ENFORCEMENT $HIMS"
X Link 2026-02-06T23:11Z 137.7K followers, [----] engagements
"Software selloff could be overdone according to Claude itself haha $crm $team $now $crwd The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what Claude says after reading the GitHub on the infamous Anthropic https://t.co/UUGFMIXCMr The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what"
X Link 2026-02-06T23:19Z 138K followers, 12.1K engagements
"Frances AI plan will be funded with [--] million yes million with an M In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h"
X Link 2026-02-06T23:39Z 138K followers, [----] engagements
"$msft gave up lead over SPX"
X Link 2026-02-06T23:40Z 138.1K followers, [----] engagements
"Barclays says China has made astounding AI progress over the past year closing much of the gap with the U.S. despite limited compute. Open-source collaboration among local labs has accelerated innovation and model iteration. $nvda While U.S. labs may regain a lead with next-gen models in [----] China remains close behind. Consumer and enterprise AI adoption lags (200M daily users vs. 500M in the West) but low-cost models like DeepSeek V3.2 are boosting capability and fine-tuning. Chinas AI capex is less than one-fifth of top U.S. hyperscalers giving the West an edge in monetization and returns"
X Link 2026-02-06T23:43Z 137.8K followers, [----] engagements
"Traders this week in software silver and crypto $mstr $crm $slv"
X Link 2026-02-07T01:03Z 138K followers, [----] engagements
"Market weight of capital light businesses has collapsed in EU (Software Computer Services Business Svcs Media) $MSFT $CRM $NOW It is not just the U.S.A. The recent haemorrhaging in capital light names has occurred almost in a straight line down due to the acceleration of Claude (Anthropic) AI models and their ability to code software with minimum curation and oversight. The drop as a % of EU market cap has been from 11% to 7% of the entire index since [----]. At the same time financials and commodities producers have rallied from 21% to 31% of the index. Given the rotation the overall index"
X Link 2026-02-07T13:14Z 138K followers, [----] engagements
"Anthropic CPO Mike Krieger says that Claude is now effectively writing itself $msft $nvda Engineers regularly ship 23000-line pull requests generated entirely by Claude Dario predicted a year ago that 90% of code would be written by AI and people thought it was crazy today it's effectively 100pct Via @slow_developer"
X Link 2026-02-07T13:23Z 137.9K followers, 17.3K engagements
"AI is going to increase disruption in ways we cant even predict. Chris Hohn"
X Link 2026-02-07T16:25Z 137.9K followers, 12.3K engagements
"Shanghai exchange silver stocks hit [--] year lows $SLV https://x.com/zerohedge/status/2020184290194235417s=20 Shanghai silver stocks hit [--] year lows https://t.co/pHRG0epNkC https://x.com/zerohedge/status/2020184290194235417s=20 Shanghai silver stocks hit [--] year lows https://t.co/pHRG0epNkC"
X Link 2026-02-07T17:42Z 138K followers, [----] engagements
"Trump Backs Nexstar $NXST - Tegna Deal $TGNA Good deals like Nexstar-Tegna merger will create more competition President Donald Trump says on Truth Social. GET THAT DEAL DONE he says saying such deals will help fight fake news We bought TGNA in February in our educational discord timestamped on the $22 cash offer from last year after it sold off. ttps://www.specialsitsresearch.com/plans-pricing https://twitter.com/i/web/status/2020202842062213153 https://twitter.com/i/web/status/2020202842062213153"
X Link 2026-02-07T18:27Z 138.1K followers, [----] engagements
"Agree but services companies have different terminal values and multiples than high growth monopolies SaaS stocks getting hammered on fears AI will let companies build their own tools. Same thesis behind Microsoft's $357B drop last week. But here's what the bear case misses: most companies don't want to become software companies even if AI makes it easy. They'll keep paying - SaaS stocks getting hammered on fears AI will let companies build their own tools. Same thesis behind Microsoft's $357B drop last week. But here's what the bear case misses: most companies don't want to become software"
X Link 2026-02-07T19:14Z 137.9K followers, [----] engagements
"@daniel_morpost He has gotten a bit better"
X Link 2026-02-07T19:17Z 137.8K followers, [---] engagements
"We added $NVO long and shorted $HIMS on Friday as a pair trade"
X Link 2026-02-07T20:12Z 137.9K followers, [----] engagements
"US STOCKS POST WORST START TO A YEAR IN AT LEAST [--] YEARS RELATIVE TO INTERNATIONAL EQUITIES; LAG GLOBAL EX-US EQUITIES BY 5% WIDEST GAP SINCE 1995"
X Link 2026-02-07T20:47Z 138.1K followers, 12K engagements
"The truflation inflation metric continues to fall for CPI BREAKING: Truflation US CPI inflation fell from 0.99% to 0.86% today driven mainly by Rented Dwellings. More cooling on the horizon. https://t.co/uDjMVJQHRt BREAKING: Truflation US CPI inflation fell from 0.99% to 0.86% today driven mainly by Rented Dwellings. More cooling on the horizon. https://t.co/uDjMVJQHRt"
X Link 2026-02-07T20:51Z 137.9K followers, [----] engagements
"We also like antivirus and security companies which are better positioned in this new AI world Vertical software has fallen 43% this year. DevTools just 21%. The gap between them twenty-two percentage points tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6 Vertical software has fallen 43% this year. DevTools just 21%. The gap between them twenty-two percentage points tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6"
X Link 2026-02-07T20:52Z 137.9K followers, [----] engagements
"@piked_u We are having a call on this on Sunday"
X Link 2026-02-07T20:56Z 137.9K followers, [--] engagements
"Great chart on gold $gld Chinas central bank continues to buy as of this year at a strong pace And its own citizens continue to buy fearful of capital controls debt and unable to take large amounts of money outside the country"
X Link 2026-02-07T20:57Z 138K followers, [----] engagements
"Software job postings no one is talking about this https://t.co/jIaZMQp8gX no one is talking about this https://t.co/jIaZMQp8gX"
X Link 2026-02-07T21:01Z 138K followers, 26.1K engagements
"@trader2179 Its time stamped in our discord Friday afternoon"
X Link 2026-02-07T21:01Z 137.9K followers, [--] engagements
"Why does Trump care about the DOW Who is advising his writer about these tweets"
X Link 2026-02-07T21:03Z 137.9K followers, 10.3K engagements
"Rents are falling"
X Link 2026-02-07T21:16Z 137.9K followers, 13.1K engagements
"@yieldsearcher @JPXiiilxxv I think he is picking it only because tech underperformed"
X Link 2026-02-07T21:30Z 137.9K followers, [---] engagements
"AI needs to continue to scale and disparage other industries to be able to justify revenue growth in verticals But Claude is the most useful AI company in my opinion at the moment Followed by Gemini and Perplexity Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API. Our teams have been building with a 2.5x-faster version of Claude Opus [---]. Were now making it available as an early experiment via Claude Code and our API"
X Link 2026-02-07T21:58Z 137.9K followers, [----] engagements
"Big week this week CPI on 2/13"
X Link 2026-02-07T23:26Z 137.9K followers, [----] engagements
"Googles first office $GOOG"
X Link 2026-02-08T00:44Z 138K followers, 10.2K engagements
"US Hedge Funds Shorted Single Stocks At The Fastest Pace Since The [----] Crisis Shorting Exceeded The April [----] Market Crash And Any Week Of The [----] Bear Market"
X Link 2026-02-08T14:52Z 138.1K followers, 14.2K engagements
"The delinquency rate on U.S. office Commercial Mortgage-Backed Securities (CMBS) surged by [---] basis points in January hitting a record high of 12.3%"
X Link 2026-02-08T17:34Z 138K followers, [----] engagements
"When fathers return to their families after the Super Bowl and football season is over"
X Link 2026-02-08T18:01Z 138K followers, [----] engagements
"Jensen clarifying OpenAI investment $nvda"
X Link 2026-02-08T19:19Z 138K followers, [----] engagements
"$HBM is one of the cheapest ways to play the longer term copper bull market as companies like $FCX and $SCCO are already pricing in copper $13k/ton. This model is available for free for web subscribers. https://www.specialsitsresearch.com/product-page/hudbay-minerals-copper-hbm-jan-2026-valuation-model-and-risk-framework https://www.specialsitsresearch.com/product-page/hudbay-minerals-copper-hbm-jan-2026-valuation-model-and-risk-framework"
X Link 2026-02-08T20:00Z 138K followers, [----] engagements
"Social Media Sentiment near [--] year lows after aggressive hedge fund selling last week"
X Link 2026-02-08T22:08Z 138K followers, [----] engagements
"Chinese officials have urged banks to limit purchases of US government bonds and instructed those with high exposure to pare down their positions sources say (BBG)"
X Link 2026-02-09T09:23Z 138K followers, [----] engagements
"New OpenAI model coming out this week $NVDA $META $MSFT $GOOG $AMD CHATGPT EXCEEDING 10% MONTHLY GROWTH: CNBC OPENAI PREPARING TO LAUNCH UPDATED CHAT MODEL THIS WEEK: CNBC"
X Link 2026-02-09T14:08Z 138.1K followers, [----] engagements
"Truflation CPI continues to trend lower even though headline CPI will probably be 2.5% this week In [--] months inflation could be much lower"
X Link 2026-02-09T17:38Z 138K followers, [----] engagements
"$GOOG bond overing is 10x oversubscribed with $100 billion of orders"
X Link 2026-02-09T18:02Z 138K followers, [----] engagements
"Ghislaine Maxwell pleaded the Fifth Amendment to Congress today her hearing is now over"
X Link 2026-02-09T18:09Z 138K followers, [----] engagements
"Ghislaine Maxwells lawyer said she would fully testify and could exonerate President Trump if granted a pardon. Maxwell invoked her Fifth Amendment rights during a House deposition and is serving a 20-year sentence for sex trafficking"
X Link 2026-02-09T18:42Z 138K followers, [----] engagements
"AI Capex $MSFT $META $GOOG $ORCL $AMZN"
X Link 2026-02-09T18:58Z 138K followers, [----] engagements
"YCombinator guide to Vibe Coding $NVDA $GOOG $MSFT $AMD $META"
X Link 2026-02-09T19:37Z 138.1K followers, [----] engagements
"Jensen Huang CEO of $NVDA recently shared his perspective on the smartest person hes ever met during an appearance on the A Bit Personal Podcast. When pressed on the question he notably declined to name anyone specific instead challenging the very notion of traditional intelligence. Huang pointed out that people often equate smartness with technical skills like coding or solving complex problems but he argued these abilities are becoming commoditized as AI rapidly surpasses humans in such tasks. He emphasized that the definition of intelligence is evolving in an AI-dominated era shifting"
X Link 2026-02-09T19:49Z 138.2K followers, 10.9K engagements
"Sad that Claude is going to ruin the Excel World Championship before I have a chance to win $nvda $msft"
X Link 2026-02-09T19:52Z 138.1K followers, 10.2K engagements
"$RIG Transocean Ltd. agreed to acquire $VAL Valaris Ltd. in an all-stock deal valued at $5.8 billion. The deal will create the worlds largest offshore rig contractor by market value with a fleet of [--] offshore rigs. Valaris investors will receive [----] shares of Transocean stock for each share they own a roughly 32% premium based on the Feb. [--] closing price. https://twitter.com/i/web/status/2020963216684191843 https://twitter.com/i/web/status/2020963216684191843"
X Link 2026-02-09T20:49Z 138.2K followers, [----] engagements
"$amzn Super Bowl ad really hit home"
X Link 2026-02-09T22:38Z 138.1K followers, 10.4K engagements
"Sad state of affairs in the USA"
X Link 2026-02-09T22:41Z 138.1K followers, 14.8K engagements
"Someone please translate this using Claude for me"
X Link 2026-02-10T00:07Z 138.2K followers, 11K engagements
"United States Representative Tim Burchett says aliens could be stationed in five or six underwater bases off the U.S. coast"
X Link 2026-02-10T02:29Z 138.1K followers, [----] engagements
"Almost every single company here is spending more than it earns $meta $msft $goog $amzn $orcl"
X Link 2026-02-10T02:40Z 138.1K followers, [----] engagements
"@operationdanish He is referring to Powell i believe"
X Link 2026-02-10T02:50Z 138.1K followers, [----] engagements
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