#  @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) #2422 [finance](/list/finance) 38.35% [technology brands](/list/technology-brands) 29.82% [cryptocurrencies](/list/cryptocurrencies) 10.53% [countries](/list/countries) 9.02% [financial services](/list/financial-services) #1308 [social networks](/list/social-networks) 2.51% [travel destinations](/list/travel-destinations) 1.75% [exchanges](/list/exchanges) 1.5% [automotive brands](/list/automotive-brands) 1.5% **Social topic influence** [ai](/topic/ai) #4853, [$nvda](/topic/$nvda) #106, [$msft](/topic/$msft) #43, [$goog](/topic/$goog) #13, [nvda](/topic/nvda) #22, [meta](/topic/meta) #2129, [$meta](/topic/$meta) #34, [$amzn](/topic/$amzn) #107, [$slv](/topic/$slv) #44, [$amd](/topic/$amd) #12 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@william_r2rclub](/creator/undefined) [@teshen8lin](/creator/undefined) [@marketprophit](/creator/undefined) [@bri091188812657](/creator/undefined) [@edwardkens50830](/creator/undefined) [@wavegodmcfly](/creator/undefined) [@lmaosuine420](/creator/undefined) [@logicalthesis](/creator/undefined) [@storytrading](/creator/undefined) [@biancoresearch](/creator/undefined) [@trader2179](/creator/undefined) [@brianarmstrong](/creator/undefined) [@anthembcbsnews](/creator/undefined) [@anthembcbs](/creator/undefined) [@nydfs](/creator/undefined) [@seandavid](/creator/undefined) [@paulmangione](/creator/undefined) [@jlishawa](/creator/undefined) [@_seandavid](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Advanced Micro Devices (AMD)](/topic/$amd) [SPDR GOLD ETF (GLD)](/topic/$gld) [iShares BTC Trust (IBIT)](/topic/$ibit) [Salesforce Inc (CRM)](/topic/$crm) [Strategy (MSTR)](/topic/$mstr) [Oracle Corporation (ORCL)](/topic/$orcl) [Netflix Inc (NFLX)](/topic/$nflx) [Uniris (UCO)](/topic/$uco) [Bitcoin (BTC)](/topic/bitcoin) [Now Coin (NOW)](/topic/$now) [BlackRock Inc (BLK)](/topic/blackrock) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Southern Copper Corporation (SCCO)](/topic/$scco) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [DisChain (DIS)](/topic/$dis) [UBS Group AG (UBS)](/topic/$ubs) [BlackCoin (BLK)](/topic/$blk) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Apple, Inc. (AAPL)](/topic/$aapl) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Apollo Global Management, Inc. (APO)](/topic/$apo) [SBET (SBET)](/topic/$sbet) [Teck Resources Limited (TECK)](/topic/$teck) [Realio Network (RIO)](/topic/$rio) [MP Materials Corp. (MP)](/topic/$mp) [Micron Technology, Inc. (MU)](/topic/$mu) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Zscaler Inc (ZS)](/topic/$zs) [Reddit, Inc. (RDDT)](/topic/$rddt) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) ### Top Social Posts Top posts by engagements in the last [--] hours "Biggest gold buyers $GLD $PHYS $SLV $SIL $GDX via @Barchart" [X Link](https://x.com/SpecialSitsNews/status/2021917915281609065) 2026-02-12T12:02Z 138.5K followers, [----] engagements "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 "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 "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 $50 a barrel putting serious pressure on Russias state-capitalist economic model. Post Via @27khv https://twitter.com/i/web/status/2007538885681704980 https://twitter.com/i/web/status/2007538885681704980" [X Link](https://x.com/SpecialSitsNews/status/2007538885681704980) 2026-01-03T19:45Z 138.1K followers, [----] engagements "$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 $AHT just suspended pref dividends [--] days ago. Anyone who thinks otherwise doesn't understand how prefs work" [X Link](https://x.com/SpecialSitsNews/status/2011813260916338967) 2026-01-15T14:50Z 137.9K followers, [---] engagements "$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 $upxi" [X Link](https://x.com/SpecialSitsNews/status/2014109572311511169) 2026-01-21T22:55Z 138K followers, [----] engagements "$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 "Gold $GLD over $5000 Mamma mia We are rich boyz and girlz. $IBIT $SBET next" [X Link](https://x.com/SpecialSitsNews/status/2014740705994797375) 2026-01-23T16:43Z 137.6K followers, [----] engagements "$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 $2.4 trillion in fixed income at BlackRock he possesses a unique understanding of how monetary policy actually "hits the tape." [--]. Preventing "Economic Accidents" Rieders primary strength as a potential Fed" [X Link](https://x.com/SpecialSitsNews/status/2015559575307473211) 2026-01-25T22:57Z 137.9K followers, [----] engagements "$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 $CPER https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing" [X Link](https://x.com/SpecialSitsNews/status/2015615369738682505) 2026-01-26T02:38Z 138K followers, [----] engagements "$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 $DUOL a victim Possibly the biggest victim of AI https://t.co/BNlv4mSmgX Possibly the biggest victim of AI https://t.co/BNlv4mSmgX" [X Link](https://x.com/SpecialSitsNews/status/2015759233287897472) 2026-01-26T12:10Z 137.9K followers, [----] engagements "$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 "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 "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 "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 "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 "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 "EU is "actively looking" for alternative LNG supplies that aren't from the US $LNG $UNG via @SStapczynski" [X Link](https://x.com/SpecialSitsNews/status/2016534244718154209) 2026-01-28T15:30Z 138.1K followers, [----] engagements "$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 "France to replace Microsoft Teams $MSFT and Zoom $ZM with its own video platform Visio across all Govt departments by 2027" [X Link](https://x.com/SpecialSitsNews/status/2016573200587514027) 2026-01-28T18:04Z 137.5K followers, [----] engagements "22/ How much is labor weakening over the last [--] months is due to immigration falling etc. Growth in supply of labor has come to a halt after a strong increase in prior years driven by immigration Demand for labor has also fallen modestly Conference board measure of job availability shows that workers feel job availability is low (softening) Part time for economic reasons (U6) has moved up significant Many places that suggest labor market has softened" [X Link](https://x.com/SpecialSitsNews/status/2016601767580991995) 2026-01-28T19:58Z 137.3K followers, [---] engagements "$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 "$V Visa doing everything it can to avoid getting on the wrong side of [--] I like the investment plan for kids https://x.com/i/status/2016570277774131452 Statement from Visa: https://t.co/2Bcv8e36BE https://x.com/i/status/2016570277774131452 Statement from Visa: https://t.co/2Bcv8e36BE" [X Link](https://x.com/SpecialSitsNews/status/2016644183352553751) 2026-01-28T22:46Z 137.9K followers, [----] engagements "$META now up 9% great reversal" [X Link](https://x.com/SpecialSitsNews/status/2016656416707105043) 2026-01-28T23:35Z 137.3K followers, [----] engagements "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 "@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 "@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 $SLV. Once in two decade type volatility. [--] sigma moves Dollar was overextended to the downside" [X Link](https://x.com/SpecialSitsNews/status/2016896436051251299) 2026-01-29T15:29Z 137.6K followers, [----] engagements "What is the AI threat to cybersecurity If anything cybersecurity software needs will rise" [X Link](https://x.com/SpecialSitsNews/status/2016896735839219895) 2026-01-29T15:30Z 137.6K followers, [----] engagements "$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 "$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 "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 "$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 "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 "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 "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 $GOOG https://x.com/i/status/2016926074635182473 The @pmarca episode Marc is a many-time founder investor co-creator of the web browser co-founder of Netscape the "a" in @a16z. In this very special conversation we dig into why were living through one of the most unique times in history and what comes next. We discuss: https://t.co/Pg4LmGtQco https://x.com/i/status/2016926074635182473 The @pmarca episode Marc is a many-time founder investor co-creator of the web browser co-founder of Netscape the "a" in @a16z. In this very special conversation we dig into why" [X Link](https://x.com/SpecialSitsNews/status/2018207514110710199) 2026-02-02T06:19Z 137.8K followers, 11.8K engagements "Epstein was getting FX insider trading tips from British politicians Lord Mandelson gave Jeffrey Epstein advance notice of a 500bn bailout to save the Euro. He messaged Epstein about the bailout on the evening of May [--] [----] (timing was key). It was formally announced the following morning" [X Link](https://x.com/SpecialSitsNews/status/2018387217236799638) 2026-02-02T18:13Z 137.5K followers, 20.5K engagements "$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 "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 $NOW" [X Link](https://x.com/SpecialSitsNews/status/2019022667152834800) 2026-02-04T12:18Z 138.1K followers, 10.4K engagements "$IREN / $CIFR down 16-18% today" [X Link](https://x.com/SpecialSitsNews/status/2019092209006706737) 2026-02-04T16:54Z 137.6K followers, [----] engagements "Plans for Iran nuclear talks are collapsing U.S. officials say. U.S. officials say plans for Iran nuclear talks are breaking down after Washington rejected Tehrans demand to change the meetings location and format. Iran wanted to move the talks from Istanbul to Oman and make them bilateral. The U.S. refused saying it was this or nothing and Iran chose nothing. Officials warn the impasse could push President Trump toward military options. Envoy Steve Witkoff and Jared Kushner are expected to discuss Iran in Qatar instead. https://twitter.com/i/web/status/2019113547796537587" [X Link](https://x.com/SpecialSitsNews/status/2019113547796537587) 2026-02-04T18:19Z 137.3K followers, [----] engagements "Iran's foreign minister says nuclear talks with the U.S. are back on in Muscat Oman at [--] a.m. Friday" [X Link](https://x.com/SpecialSitsNews/status/2019146094761107844) 2026-02-04T20:28Z 137.3K followers, [----] engagements "$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 "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 "@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 $HIMS" [X Link](https://x.com/SpecialSitsNews/status/2019911981994532964) 2026-02-06T23:11Z 137.7K followers, [----] engagements "Frances AI plan will be funded with [--] million yes million with an M In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h" [X Link](https://x.com/SpecialSitsNews/status/2019918914122096706) 2026-02-06T23:39Z 138K followers, [----] engagements "$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 "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 "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 "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 $msft" [X Link](https://x.com/SpecialSitsNews/status/2020948889722028291) 2026-02-09T19:52Z 138.1K followers, 10.2K engagements "$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 "Stablecoins https://x.com/IMFNews/status/2021048102107611569s=20 Stablecoins have the potential to reshape cross-border payments and capital flows. They offer opportunities but also bring new risksfinancial integrity regulatory oversight consumer protection capital flow management monetary sovereignty and more. Learn more: https://t.co/AysA8nVd6K https://x.com/IMFNews/status/2021048102107611569s=20 Stablecoins have the potential to reshape cross-border payments and capital flows. They offer opportunities but also bring new risksfinancial integrity regulatory oversight consumer protection" [X Link](https://x.com/SpecialSitsNews/status/2021143329581232289) 2026-02-10T08:44Z 138.1K followers, [----] engagements "@brian_armstrong Then pass the clarity act.stop dilly dallying" [X Link](https://x.com/SpecialSitsNews/status/2021147193122361554) 2026-02-10T09:00Z 138.1K followers, [---] engagements "CHINAS HOLDINGS OF U.S. TREASURIES HAVE FALLEN TO THEIR LOWEST LEVEL SINCE THE [----] FINANCIAL CRISIS" [X Link](https://x.com/SpecialSitsNews/status/2021181672285253842) 2026-02-10T11:17Z 138.1K followers, [----] engagements "Big miss in retail sales.what happened to Main St Retail Sales 0.0% Exp. 0.4% Last 0.6% Retail Sales ex auto 0.0% Exp. 0.4% Last 0.5% Retail Sales control group -0.1% Exp. 0.4% Last 0.2%" [X Link](https://x.com/SpecialSitsNews/status/2021217935969128728) 2026-02-10T13:41Z 138.2K followers, [----] engagements "Is the Fed even looking at the data" [X Link](https://x.com/SpecialSitsNews/status/2021220618985668954) 2026-02-10T13:52Z 138.2K followers, [----] engagements "Labor market going to loosen further" [X Link](https://x.com/SpecialSitsNews/status/2022079518811582614) 2026-02-12T22:45Z 138.5K followers, [----] engagements "Stanley Druckenmiller on Copper: Its in the tightest position I have ever studied. He said this in [----] but didnt take a position because he believed a hard landing was coming. He was wrong about the hard landing but right about copper" [X Link](https://x.com/SpecialSitsNews/status/2014650658863861886) 2026-01-23T10:45Z 138.5K followers, 43.6K engagements "Good cheat sheet on different LLMs via @DougKass Do you agree $NVDA $MSFT $META $GOOG" [X Link](https://x.com/SpecialSitsNews/status/2020809977338675400) 2026-02-09T10:40Z 138.5K followers, [----] engagements "Ackman Takes a $2 billion bet on $META; wild timing before this EY news Bill Ackmans Pershing Square revealed a major new stake in Meta making up 10% of its portfolio or about $2 billion. The firm sees Meta as a top beneficiary of AI boosting ads content and future products like wearables and digital assistants. Despite recent share declines Pershing Square began buying in November at around $625 per share with the stock rising since. https://twitter.com/i/web/status/2021650175618671033 https://twitter.com/i/web/status/2021650175618671033" [X Link](https://x.com/SpecialSitsNews/status/2021650175618671033) 2026-02-11T18:18Z 138.5K followers, 38K engagements "Seedance [---] clip of Ethan Hunt (Mission Impossible) vs. John Wick $NFLX $WBD $DIS $AMZN $PSKY https://x.com/chatcutapp/status/2021902856367092108/video/1 https://x.com/chatcutapp/status/2021902856367092108/video/1" [X Link](https://x.com/SpecialSitsNews/status/2021938166718968268) 2026-02-12T13:23Z 138.5K followers, [----] engagements "$nvda $amd $msft $meta I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails and threatened to expose it. They ran the test I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails and threatened to expose it. They ran the test" [X Link](https://x.com/SpecialSitsNews/status/2021952014016499799) 2026-02-12T14:18Z 138.5K followers, [----] engagements "$NFLX now $75/share on Seedance AI risk" [X Link](https://x.com/SpecialSitsNews/status/2021979563832881354) 2026-02-12T16:07Z 138.5K followers, 13.7K engagements "IN AN INTERESTING MOVE TRUMP PAUSES CHINA TECH BANS AHEAD OF XI SUMMIT $NVDA $AMD $AAPL" [X Link](https://x.com/SpecialSitsNews/status/2022049791468089366) 2026-02-12T20:46Z 138.5K followers, [----] engagements "$SLV Silver down 12pct" [X Link](https://x.com/SpecialSitsNews/status/2022084229673496982) 2026-02-12T23:03Z 138.5K followers, [----] engagements "In the age of AI real conversations will be even more valuable" [X Link](https://x.com/SpecialSitsNews/status/2022304547289338300) 2026-02-13T13:39Z 138.5K followers, [----] engagements "Russell [----] software stocks. $HUBS $U $TEAM $ZS $INTU $CRM" [X Link](https://x.com/SpecialSitsNews/status/2020985833000665497) 2026-02-09T22:19Z 138.5K followers, [----] engagements "ATM in Shanghai China melts your gold at 1200C and transfers money straight to your account $GLD $GDX $SLV $SIL $NEM $GOLD" [X Link](https://x.com/SpecialSitsNews/status/2021188471759475014) 2026-02-10T11:44Z 138.5K followers, 20.7K engagements "$META Metas auditor EY raised concerns over a $27 billion data-center deal moved off the companys balance sheet into a joint venture with Blue Owl. While EY approved the treatment it labeled it a critical audit matter signaling high judgment and risk. Lawmakers and investors have questioned whether Meta truly lacks control over the venture which could require the assets and liabilities to stay on Metas books. Senators have also cited the deal as an example of opaque AI-related financing. https://twitter.com/i/web/status/2021647419419632063 https://twitter.com/i/web/status/2021647419419632063" [X Link](https://x.com/SpecialSitsNews/status/2021647419419632063) 2026-02-11T18:07Z 138.5K followers, 40.1K engagements "Seedance [--] just dropped and someone created a full Jet Li vs Jackie Chan scene $AMZN $NVDA $GOOG $META $NFLX $WBD $PSKY $DIS" [X Link](https://x.com/SpecialSitsNews/status/2021697706926694783) 2026-02-11T21:27Z 138.5K followers, 15K engagements "When you exclude healthcare and education US job creation has been negative. @Malone_Wealth" [X Link](https://x.com/SpecialSitsNews/status/2021876915452236011) 2026-02-12T09:19Z 138.5K followers, [----] engagements "Chocolate prices to fall:" [X Link](https://x.com/SpecialSitsNews/status/2021887846676664423) 2026-02-12T10:03Z 138.5K followers, [----] engagements "Microsofts AI chief just said theyre pursuing true self-sufficiency and cutting their dependence on OpenAI $NVDA $AMD $META $MSFT" [X Link](https://x.com/SpecialSitsNews/status/2021937707891798108) 2026-02-12T13:21Z 138.5K followers, [----] engagements "Transportation & logistics equities are selling off sharply today ( $RXO $CHRW $EXPD) with no obvious company-specific catalyst extending the markets recent pattern of rotating through AI-disruption candidates. After pressure on CRE brokers financial advisors and insurance brokers earlier this weekand persistent weakness in SaaSthe tape is increasingly treating intermediated workflow-heavy business models as structurally at risk. In this framework the bear case is that AI agents compress the value of brokerage and forwarding by automating core tasks (quote generation routing decisions load" [X Link](https://x.com/SpecialSitsNews/status/2021977612382244993) 2026-02-12T16:00Z 138.5K followers, 95.7K engagements "So $AAPL down 5%.on what" [X Link](https://x.com/SpecialSitsNews/status/2022019667519582389) 2026-02-12T18:47Z 138.5K followers, 21.4K engagements "Apple shares extended losses to as much as 5.6% the most since April [----] after Federal Trade Commission Chairman Andrew N. Ferguson issued a letter to CEO Tim Cook saying the company could be violating the FTC Act if it misrepresents Apple News or violates its terms of service. Big Tech companies that suppress or promote news articles in their news aggregators or feeds based on the perceived ideological or political viewpoint of the article or publication may violate the FTC Act letter says https://twitter.com/i/web/status/2022020129005928794" [X Link](https://x.com/SpecialSitsNews/status/2022020129005928794) 2026-02-12T18:49Z 138.5K followers, [----] engagements "Student loan and credit card delinquencies" [X Link](https://x.com/SpecialSitsNews/status/2022056006323515886) 2026-02-12T21:11Z 138.5K followers, [----] engagements "U.S. markets wiped out $1 trillion $SPY yesterday from equities and $1.6 trillion from precious metals $GLD $SLV" [X Link](https://x.com/SpecialSitsNews/status/2022233214493012208) 2026-02-13T08:55Z 138.5K followers, [----] engagements "Today Trump admin is expected to add Alibaba $BABA to a new Pentagon list of companies accused of supporting Chinas military" [X Link](https://x.com/SpecialSitsNews/status/2022311756404527205) 2026-02-13T14:07Z 138.5K followers, [----] engagements "Added small tracking positions in [--] names today in our educational discord.will add more on dips. Half of them were high quality oligopolies Added one short https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing" [X Link](https://x.com/SpecialSitsNews/status/2022346059004166472) 2026-02-13T16:24Z 138.5K followers, [----] engagements "HSBC just upgraded our top cybersecurity pick $CRWD which is now up 4% on the day Model free for subscribers https://www.specialsitsresearch.com/product-page/crowdstrike-crwd-feb-2026-cybersecurity-valuation-model-and-risk-framework https://www.specialsitsresearch.com/product-page/crowdstrike-crwd-feb-2026-cybersecurity-valuation-model-and-risk-framework" [X Link](https://x.com/SpecialSitsNews/status/2022406440821068004) 2026-02-13T20:24Z 138.5K followers, [----] engagements "Lol FED'S GOOLSBEE: I'M STILL TRYING TO PROCESS WHY LONG-END INTEREST RATES ARE INCREASING" [X Link](https://x.com/SpecialSitsNews/status/1707449237926010975) 2023-09-28T17:36Z 138.4K followers, 10.8K engagements "@0xMerridew $MSDL and $BXSL are clean and well mgd" [X Link](https://x.com/SpecialSitsNews/status/1979987567568109826) 2025-10-19T19:06Z 138.4K followers, [----] engagements "Oil near liberation day lows $USO $UCO $BNO That doesn't scream inflation haha" [X Link](https://x.com/SpecialSitsNews/status/1991850576607645869) 2025-11-21T12:45Z 138.3K followers, [----] engagements "Wall Street very bearish on crude oil $UCO $USO $BNO $XLE https://x.com/GoldForecast/status/1993034719681036378s=20 Goldman Sachs $40 oil. JP Morgan $30 oil. Wanna bet against them 🤔 https://t.co/3QhGl1cFNT https://x.com/GoldForecast/status/1993034719681036378s=20 Goldman Sachs $40 oil. JP Morgan $30 oil. Wanna bet against them 🤔 https://t.co/3QhGl1cFNT" [X Link](https://x.com/SpecialSitsNews/status/1993275946326270388) 2025-11-25T11:09Z 138.3K followers, [----] engagements "Crude oil at $55/bbl $USO $BNO $UCO -2.2%" [X Link](https://x.com/SpecialSitsNews/status/2000937163530363217) 2025-12-16T14:32Z 138.3K followers, [----] engagements "Bank of America's top [----] picks focus on AI/semiconductors: Nvidia ( $NVDA) Broadcom ( $AVGO) Lam Research ( $LRCX) KLA ( $KLAC) Analog Devices ( $ADI) Cadence ( $CDNS). In utilities for AI power demand: Public Service Enterprise ( $PEG) Alliant Energy ( $LNT) Sempra ( $SRE) Southwest Gas ( $SWX) Xcel Energy ( $XEL). https://twitter.com/i/web/status/2002850862712987692 https://twitter.com/i/web/status/2002850862712987692" [X Link](https://x.com/SpecialSitsNews/status/2002850862712987692) 2025-12-21T21:17Z 138.3K followers, [----] engagements "Barrons "Top [--] Picks" for 2026: [--]. Amazon $AMZN [--]. Bristol Myers Squibb $BMY [--]. Comcast $CMCSA [--]. Exxon $XOM [--]. Fairfax $FRFHF [--]. Flutter Entertainment $FLUT [--]. Madison Square Garden $MSGS [--]. SL Green Realty $SLG [--]. Visa $V [--]. Walt Disney $DIS" [X Link](https://x.com/SpecialSitsNews/status/2006873292687491203) 2026-01-01T23:40Z 138.5K followers, 33.9K engagements "President Trump says that the United States will use Venezuela's oil reserves build infrastructure and sell "large amounts" to other countries like China after capturing Nicols Maduro. "We're in the oil business." $uso $uco" [X Link](https://x.com/SpecialSitsNews/status/2007541296655655348) 2026-01-03T19:55Z 138.3K followers, 22.5K engagements "$OWL Blue Owl Capital Inc. is allowing investors in Blue Owl Technology Income Corp. to withdraw as much as 17% of the non-traded funds net assets worth about $685 million. The firm had previously set a 5% quarterly limit but is prioritizing investors due to having $2.4 billion of liquidity. The move comes after the firm was hit with a deluge of redemption requests last month amid growing angst around private credit and increased scrutiny from regulators and policymakers. https://twitter.com/i/web/status/2008951587473887549 https://twitter.com/i/web/status/2008951587473887549" [X Link](https://x.com/SpecialSitsNews/status/2008951587473887549) 2026-01-07T17:19Z 138.3K followers, [----] engagements "$sruuf https://x.com/i/status/2009314608348319884 As of a few minutes ago it's now legal to build big nuclear plants in Illinois. https://x.com/i/status/2009314608348319884 As of a few minutes ago it's now legal to build big nuclear plants in Illinois" [X Link](https://x.com/SpecialSitsNews/status/2009378051474206878) 2026-01-08T21:33Z 138.2K followers, [----] engagements "Oil up 4% on Trump Iran message $USO $UCO undoing all "progress" with Venezuela" [X Link](https://x.com/SpecialSitsNews/status/2011088264443167212) 2026-01-13T14:49Z 138.4K followers, [----] engagements "$SRUUF https://x.com/GovKathyHochul/status/2011152343090544918s=20 Its go big or go home. I want to scale us up to five gigawatts of nuclear power more that's been built anywhere in the U.S. in the last [--] years. https://x.com/GovKathyHochul/status/2011152343090544918s=20 Its go big or go home. I want to scale us up to five gigawatts of nuclear power more that's been built anywhere in the U.S. in the last [--] years" [X Link](https://x.com/SpecialSitsNews/status/2011369537111986370) 2026-01-14T09:27Z 138.2K followers, [----] engagements "$MU Data centers are set to consume 70% of all memory chips produced in [----] mostly driven by AI demand for high-bandwidth memory (HBM) and server DRAM. Spoke to someone at $BBY yesterday that to build a new powerful PC today (64GB+ memory) more than 75% of the cost would be memory sticks. https://twitter.com/i/web/status/2013247118614343774 https://twitter.com/i/web/status/2013247118614343774" [X Link](https://x.com/SpecialSitsNews/status/2013247118614343774) 2026-01-19T13:48Z 138.2K followers, 21.6K engagements "$UBS CEO Sergio Ermotti warned in an interview with Bloomberg TV that markets need to prepare for more volatility ahead. But he said that investors looking to dump US assets would be making a dangerous bet noting diversifying away from America is impossible. Although Ermotti conceded things are a bit bumpy in the US at the moment he said hes confident about the country in the long-term. https://twitter.com/i/web/status/2013664026681590066 https://twitter.com/i/web/status/2013664026681590066" [X Link](https://x.com/SpecialSitsNews/status/2013664026681590066) 2026-01-20T17:24Z 138.4K followers, [----] engagements "BLACKROCK PRIVATE DEBT FUND EXPECTS 19% NET ASSET VALUE CUT $TCPC $BLK" [X Link](https://x.com/SpecialSitsNews/status/2014890317074293076) 2026-01-24T02:37Z 138.4K followers, [----] engagements "BUFFETT DELIVERED A SERIOUS WARNING $BRKB HE SAYS HISTORY PROVES GOVERNMENTS CONSISTENTLY DEVALUE THEIR OWN CURRENCIES AND CURRENT U.S. POLICY IS MAKING HIM UNEASY. $GLD $SLV $IBIT" [X Link](https://x.com/SpecialSitsNews/status/2015760262540759368) 2026-01-26T12:14Z 138.4K followers, 32.9K engagements "BlackRock TCP Capital Corp. $TCPC a publicly traded middle-market lending fund falls 12% as it expects to mark down the net value of its assets 19% after a string of troubled loans weighed on results" [X Link](https://x.com/SpecialSitsNews/status/2015765542972314055) 2026-01-26T12:35Z 138.4K followers, [----] engagements "So Burry thinks shorting $nvda at 23x forward earnings is a great idea and going long $gme with no real business prospects and a failed bitcoin strategy is a good idea. Wow interesting" [X Link](https://x.com/SpecialSitsNews/status/2015914702866371050) 2026-01-26T22:28Z 138.4K followers, 30.1K engagements "$GM $6 billion buyback authorization: General Motors Co. expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks. Adjusted earnings before interest and taxes this year will range from $13 billion to $15 billion which is higher than last years $12.7 billion. GM authorized $6 billion in share buybacks and an increase in its quarterly dividend by [--] cents to [--] cents a share. https://twitter.com/i/web/status/2016113783396053286 https://twitter.com/i/web/status/2016113783396053286" [X Link](https://x.com/SpecialSitsNews/status/2016113783396053286) 2026-01-27T11:39Z 138.3K followers, [----] engagements "Tether CEO reiterates the company's stance and confirms it is buying one or two tons of gold per week now holding [---] TONS of $GLD Gold stashed in a nuclear bunker" [X Link](https://x.com/SpecialSitsNews/status/2016440717049016503) 2026-01-28T09:18Z 138.4K followers, [----] engagements "Anta Sports Products the largest Chinese sportswear company has purchased a 29.06% stake in $Puma for [----] billion (1.79 billion) becoming the largest shareholder of the German brand" [X Link](https://x.com/SpecialSitsNews/status/2016448225654259894) 2026-01-28T09:48Z 138.3K followers, [----] engagements "$ADBE could do something really funny here with $FIG" [X Link](https://x.com/SpecialSitsNews/status/2016628143038071275) 2026-01-28T21:43Z 138.4K followers, 65.1K 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 138.5K followers, [----] engagements "Aluminum more expensive in the USA now due to tariffs $AA" [X Link](https://x.com/SpecialSitsNews/status/2016855099587404158) 2026-01-29T12:45Z 138.4K followers, [----] engagements "Hmm.SEC Chair Paul Atkins says now is the "right" time to open the $12.5 trillion 401k retirement market to crypto. Investors should be able to make their own decisions but this guy is coming in strong. $IBIT $MSTR $SBET" [X Link](https://x.com/SpecialSitsNews/status/2016862036714524703) 2026-01-29T13:12Z 138.2K followers, 10.8K engagements "$OWL Investors pulled around 15.4% of net assets from Blue Owl Technology Income Corp. a business development company following the firm's decision to increase the amount investors could withdraw. The redemption requests elevated net leverage to [----] times debt-to-equity and after cashing investors out the fund had around $1.4 billion in liquidity available. The 17% redemption request is the largest on a percentage basis that Blue Owl has ever received and most funds have the option to stop investors from taking out cash if requests exceed 5% of net asset value" [X Link](https://x.com/SpecialSitsNews/status/2016956565149176312) 2026-01-29T19:28Z 138.3K 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.
Social category influence stocks #2422 finance 38.35% technology brands 29.82% cryptocurrencies 10.53% countries 9.02% financial services #1308 social networks 2.51% travel destinations 1.75% exchanges 1.5% automotive brands 1.5%
Social topic influence ai #4853, $nvda #106, $msft #43, $goog #13, nvda #22, meta #2129, $meta #34, $amzn #107, $slv #44, $amd #12
Top accounts mentioned or mentioned by @grok @william_r2rclub @teshen8lin @marketprophit @bri091188812657 @edwardkens50830 @wavegodmcfly @lmaosuine420 @logicalthesis @storytrading @biancoresearch @trader2179 @brianarmstrong @anthembcbsnews @anthembcbs @nydfs @seandavid @paulmangione @jlishawa @_seandavid
Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Metadium (META) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) SPDR GOLD ETF (GLD) iShares BTC Trust (IBIT) Salesforce Inc (CRM) Strategy (MSTR) Oracle Corporation (ORCL) Netflix Inc (NFLX) Uniris (UCO) Bitcoin (BTC) Now Coin (NOW) BlackRock Inc (BLK) Freeport-McMoRan Inc (FCX) Southern Copper Corporation (SCCO) Hudbay Minerals Inc. (HBM) Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) DisChain (DIS) UBS Group AG (UBS) BlackCoin (BLK) USA Rare Earth, Inc. Class A Common Stock (USAR) Apple, Inc. (AAPL) Crowdstrike Holdings Inc (CRWD) Apollo Global Management, Inc. (APO) SBET (SBET) Teck Resources Limited (TECK) Realio Network (RIO) MP Materials Corp. (MP) Micron Technology, Inc. (MU) Paramount Skydance Corporation Class B Common Stock (PSKY) Zscaler Inc (ZS) Reddit, Inc. (RDDT) Palantir Technologies Inc. (PLTR) Berkshire Hathaway Inc Class B (BRK.B)
Top posts by engagements in the last [--] hours
"Biggest gold buyers $GLD $PHYS $SLV $SIL $GDX via @Barchart"
X Link 2026-02-12T12:02Z 138.5K followers, [----] engagements
"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
"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
"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 $50 a barrel putting serious pressure on Russias state-capitalist economic model. Post Via @27khv https://twitter.com/i/web/status/2007538885681704980 https://twitter.com/i/web/status/2007538885681704980"
X Link 2026-01-03T19:45Z 138.1K followers, [----] engagements
"$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 $AHT just suspended pref dividends [--] days ago. Anyone who thinks otherwise doesn't understand how prefs work"
X Link 2026-01-15T14:50Z 137.9K followers, [---] engagements
"$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 $upxi"
X Link 2026-01-21T22:55Z 138K followers, [----] engagements
"$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
"Gold $GLD over $5000 Mamma mia We are rich boyz and girlz. $IBIT $SBET next"
X Link 2026-01-23T16:43Z 137.6K followers, [----] engagements
"$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 $2.4 trillion in fixed income at BlackRock he possesses a unique understanding of how monetary policy actually "hits the tape." [--]. Preventing "Economic Accidents" Rieders primary strength as a potential Fed"
X Link 2026-01-25T22:57Z 137.9K followers, [----] engagements
"$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 $CPER https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing"
X Link 2026-01-26T02:38Z 138K followers, [----] engagements
"$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 $DUOL a victim Possibly the biggest victim of AI https://t.co/BNlv4mSmgX Possibly the biggest victim of AI https://t.co/BNlv4mSmgX"
X Link 2026-01-26T12:10Z 137.9K followers, [----] engagements
"$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
"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
"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
"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
"Thailands Central Bank governor prohibits short selling for gold transactions. $gld $slv"
X Link 2026-01-28T02:48Z 137.9K 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
"EU is "actively looking" for alternative LNG supplies that aren't from the US $LNG $UNG via @SStapczynski"
X Link 2026-01-28T15:30Z 138.1K followers, [----] engagements
"$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
"France to replace Microsoft Teams $MSFT and Zoom $ZM with its own video platform Visio across all Govt departments by 2027"
X Link 2026-01-28T18:04Z 137.5K followers, [----] engagements
"22/ How much is labor weakening over the last [--] months is due to immigration falling etc. Growth in supply of labor has come to a halt after a strong increase in prior years driven by immigration Demand for labor has also fallen modestly Conference board measure of job availability shows that workers feel job availability is low (softening) Part time for economic reasons (U6) has moved up significant Many places that suggest labor market has softened"
X Link 2026-01-28T19:58Z 137.3K followers, [---] engagements
"$HD HOME DEPOT TO CUT [---] CORPORATE JOBS REQUIRE FULL-TIME RETURN TO OFFICE"
X Link 2026-01-28T20:29Z 137.5K followers, [----] engagements
"$V Visa doing everything it can to avoid getting on the wrong side of [--] I like the investment plan for kids https://x.com/i/status/2016570277774131452 Statement from Visa: https://t.co/2Bcv8e36BE https://x.com/i/status/2016570277774131452 Statement from Visa: https://t.co/2Bcv8e36BE"
X Link 2026-01-28T22:46Z 137.9K followers, [----] engagements
"$META now up 9% great reversal"
X Link 2026-01-28T23:35Z 137.3K followers, [----] engagements
"Gold at $5540/oz $GLD Silver at $118/oz $SLV"
X Link 2026-01-28T23:50Z 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
"@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 $SLV. Once in two decade type volatility. [--] sigma moves Dollar was overextended to the downside"
X Link 2026-01-29T15:29Z 137.6K followers, [----] engagements
"What is the AI threat to cybersecurity If anything cybersecurity software needs will rise"
X Link 2026-01-29T15:30Z 137.6K followers, [----] engagements
"$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
"$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
"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
"$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
"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
"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
"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 $GOOG https://x.com/i/status/2016926074635182473 The @pmarca episode Marc is a many-time founder investor co-creator of the web browser co-founder of Netscape the "a" in @a16z. In this very special conversation we dig into why were living through one of the most unique times in history and what comes next. We discuss: https://t.co/Pg4LmGtQco https://x.com/i/status/2016926074635182473 The @pmarca episode Marc is a many-time founder investor co-creator of the web browser co-founder of Netscape the "a" in @a16z. In this very special conversation we dig into why"
X Link 2026-02-02T06:19Z 137.8K followers, 11.8K engagements
"Epstein was getting FX insider trading tips from British politicians Lord Mandelson gave Jeffrey Epstein advance notice of a 500bn bailout to save the Euro. He messaged Epstein about the bailout on the evening of May [--] [----] (timing was key). It was formally announced the following morning"
X Link 2026-02-02T18:13Z 137.5K followers, 20.5K engagements
"$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
"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 $NOW"
X Link 2026-02-04T12:18Z 138.1K followers, 10.4K engagements
"$IREN / $CIFR down 16-18% today"
X Link 2026-02-04T16:54Z 137.6K followers, [----] engagements
"Plans for Iran nuclear talks are collapsing U.S. officials say. U.S. officials say plans for Iran nuclear talks are breaking down after Washington rejected Tehrans demand to change the meetings location and format. Iran wanted to move the talks from Istanbul to Oman and make them bilateral. The U.S. refused saying it was this or nothing and Iran chose nothing. Officials warn the impasse could push President Trump toward military options. Envoy Steve Witkoff and Jared Kushner are expected to discuss Iran in Qatar instead. https://twitter.com/i/web/status/2019113547796537587"
X Link 2026-02-04T18:19Z 137.3K followers, [----] engagements
"Iran's foreign minister says nuclear talks with the U.S. are back on in Muscat Oman at [--] a.m. Friday"
X Link 2026-02-04T20:28Z 137.3K followers, [----] engagements
"$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
"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
"@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 $HIMS"
X Link 2026-02-06T23:11Z 137.7K followers, [----] engagements
"Frances AI plan will be funded with [--] million yes million with an M In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h"
X Link 2026-02-06T23:39Z 138K followers, [----] engagements
"$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
"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
"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
"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 $msft"
X Link 2026-02-09T19:52Z 138.1K followers, 10.2K engagements
"$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
"Stablecoins https://x.com/IMFNews/status/2021048102107611569s=20 Stablecoins have the potential to reshape cross-border payments and capital flows. They offer opportunities but also bring new risksfinancial integrity regulatory oversight consumer protection capital flow management monetary sovereignty and more. Learn more: https://t.co/AysA8nVd6K https://x.com/IMFNews/status/2021048102107611569s=20 Stablecoins have the potential to reshape cross-border payments and capital flows. They offer opportunities but also bring new risksfinancial integrity regulatory oversight consumer protection"
X Link 2026-02-10T08:44Z 138.1K followers, [----] engagements
"@brian_armstrong Then pass the clarity act.stop dilly dallying"
X Link 2026-02-10T09:00Z 138.1K followers, [---] engagements
"CHINAS HOLDINGS OF U.S. TREASURIES HAVE FALLEN TO THEIR LOWEST LEVEL SINCE THE [----] FINANCIAL CRISIS"
X Link 2026-02-10T11:17Z 138.1K followers, [----] engagements
"Big miss in retail sales.what happened to Main St Retail Sales 0.0% Exp. 0.4% Last 0.6% Retail Sales ex auto 0.0% Exp. 0.4% Last 0.5% Retail Sales control group -0.1% Exp. 0.4% Last 0.2%"
X Link 2026-02-10T13:41Z 138.2K followers, [----] engagements
"Is the Fed even looking at the data"
X Link 2026-02-10T13:52Z 138.2K followers, [----] engagements
"Labor market going to loosen further"
X Link 2026-02-12T22:45Z 138.5K followers, [----] engagements
"Stanley Druckenmiller on Copper: Its in the tightest position I have ever studied. He said this in [----] but didnt take a position because he believed a hard landing was coming. He was wrong about the hard landing but right about copper"
X Link 2026-01-23T10:45Z 138.5K followers, 43.6K engagements
"Good cheat sheet on different LLMs via @DougKass Do you agree $NVDA $MSFT $META $GOOG"
X Link 2026-02-09T10:40Z 138.5K followers, [----] engagements
"Ackman Takes a $2 billion bet on $META; wild timing before this EY news Bill Ackmans Pershing Square revealed a major new stake in Meta making up 10% of its portfolio or about $2 billion. The firm sees Meta as a top beneficiary of AI boosting ads content and future products like wearables and digital assistants. Despite recent share declines Pershing Square began buying in November at around $625 per share with the stock rising since. https://twitter.com/i/web/status/2021650175618671033 https://twitter.com/i/web/status/2021650175618671033"
X Link 2026-02-11T18:18Z 138.5K followers, 38K engagements
"Seedance [---] clip of Ethan Hunt (Mission Impossible) vs. John Wick $NFLX $WBD $DIS $AMZN $PSKY https://x.com/chatcutapp/status/2021902856367092108/video/1 https://x.com/chatcutapp/status/2021902856367092108/video/1"
X Link 2026-02-12T13:23Z 138.5K followers, [----] engagements
"$nvda $amd $msft $meta I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails and threatened to expose it. They ran the test I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails and threatened to expose it. They ran the test"
X Link 2026-02-12T14:18Z 138.5K followers, [----] engagements
"$NFLX now $75/share on Seedance AI risk"
X Link 2026-02-12T16:07Z 138.5K followers, 13.7K engagements
"IN AN INTERESTING MOVE TRUMP PAUSES CHINA TECH BANS AHEAD OF XI SUMMIT $NVDA $AMD $AAPL"
X Link 2026-02-12T20:46Z 138.5K followers, [----] engagements
"$SLV Silver down 12pct"
X Link 2026-02-12T23:03Z 138.5K followers, [----] engagements
"In the age of AI real conversations will be even more valuable"
X Link 2026-02-13T13:39Z 138.5K followers, [----] engagements
"Russell [----] software stocks. $HUBS $U $TEAM $ZS $INTU $CRM"
X Link 2026-02-09T22:19Z 138.5K followers, [----] engagements
"ATM in Shanghai China melts your gold at 1200C and transfers money straight to your account $GLD $GDX $SLV $SIL $NEM $GOLD"
X Link 2026-02-10T11:44Z 138.5K followers, 20.7K engagements
"$META Metas auditor EY raised concerns over a $27 billion data-center deal moved off the companys balance sheet into a joint venture with Blue Owl. While EY approved the treatment it labeled it a critical audit matter signaling high judgment and risk. Lawmakers and investors have questioned whether Meta truly lacks control over the venture which could require the assets and liabilities to stay on Metas books. Senators have also cited the deal as an example of opaque AI-related financing. https://twitter.com/i/web/status/2021647419419632063 https://twitter.com/i/web/status/2021647419419632063"
X Link 2026-02-11T18:07Z 138.5K followers, 40.1K engagements
"Seedance [--] just dropped and someone created a full Jet Li vs Jackie Chan scene $AMZN $NVDA $GOOG $META $NFLX $WBD $PSKY $DIS"
X Link 2026-02-11T21:27Z 138.5K followers, 15K engagements
"When you exclude healthcare and education US job creation has been negative. @Malone_Wealth"
X Link 2026-02-12T09:19Z 138.5K followers, [----] engagements
"Chocolate prices to fall:"
X Link 2026-02-12T10:03Z 138.5K followers, [----] engagements
"Microsofts AI chief just said theyre pursuing true self-sufficiency and cutting their dependence on OpenAI $NVDA $AMD $META $MSFT"
X Link 2026-02-12T13:21Z 138.5K followers, [----] engagements
"Transportation & logistics equities are selling off sharply today ( $RXO $CHRW $EXPD) with no obvious company-specific catalyst extending the markets recent pattern of rotating through AI-disruption candidates. After pressure on CRE brokers financial advisors and insurance brokers earlier this weekand persistent weakness in SaaSthe tape is increasingly treating intermediated workflow-heavy business models as structurally at risk. In this framework the bear case is that AI agents compress the value of brokerage and forwarding by automating core tasks (quote generation routing decisions load"
X Link 2026-02-12T16:00Z 138.5K followers, 95.7K engagements
"So $AAPL down 5%.on what"
X Link 2026-02-12T18:47Z 138.5K followers, 21.4K engagements
"Apple shares extended losses to as much as 5.6% the most since April [----] after Federal Trade Commission Chairman Andrew N. Ferguson issued a letter to CEO Tim Cook saying the company could be violating the FTC Act if it misrepresents Apple News or violates its terms of service. Big Tech companies that suppress or promote news articles in their news aggregators or feeds based on the perceived ideological or political viewpoint of the article or publication may violate the FTC Act letter says https://twitter.com/i/web/status/2022020129005928794"
X Link 2026-02-12T18:49Z 138.5K followers, [----] engagements
"Student loan and credit card delinquencies"
X Link 2026-02-12T21:11Z 138.5K followers, [----] engagements
"U.S. markets wiped out $1 trillion $SPY yesterday from equities and $1.6 trillion from precious metals $GLD $SLV"
X Link 2026-02-13T08:55Z 138.5K followers, [----] engagements
"Today Trump admin is expected to add Alibaba $BABA to a new Pentagon list of companies accused of supporting Chinas military"
X Link 2026-02-13T14:07Z 138.5K followers, [----] engagements
"Added small tracking positions in [--] names today in our educational discord.will add more on dips. Half of them were high quality oligopolies Added one short https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing"
X Link 2026-02-13T16:24Z 138.5K followers, [----] engagements
"HSBC just upgraded our top cybersecurity pick $CRWD which is now up 4% on the day Model free for subscribers https://www.specialsitsresearch.com/product-page/crowdstrike-crwd-feb-2026-cybersecurity-valuation-model-and-risk-framework https://www.specialsitsresearch.com/product-page/crowdstrike-crwd-feb-2026-cybersecurity-valuation-model-and-risk-framework"
X Link 2026-02-13T20:24Z 138.5K followers, [----] engagements
"Lol FED'S GOOLSBEE: I'M STILL TRYING TO PROCESS WHY LONG-END INTEREST RATES ARE INCREASING"
X Link 2023-09-28T17:36Z 138.4K followers, 10.8K engagements
"@0xMerridew $MSDL and $BXSL are clean and well mgd"
X Link 2025-10-19T19:06Z 138.4K followers, [----] engagements
"Oil near liberation day lows $USO $UCO $BNO That doesn't scream inflation haha"
X Link 2025-11-21T12:45Z 138.3K followers, [----] engagements
"Wall Street very bearish on crude oil $UCO $USO $BNO $XLE https://x.com/GoldForecast/status/1993034719681036378s=20 Goldman Sachs $40 oil. JP Morgan $30 oil. Wanna bet against them 🤔 https://t.co/3QhGl1cFNT https://x.com/GoldForecast/status/1993034719681036378s=20 Goldman Sachs $40 oil. JP Morgan $30 oil. Wanna bet against them 🤔 https://t.co/3QhGl1cFNT"
X Link 2025-11-25T11:09Z 138.3K followers, [----] engagements
"Crude oil at $55/bbl $USO $BNO $UCO -2.2%"
X Link 2025-12-16T14:32Z 138.3K followers, [----] engagements
"Bank of America's top [----] picks focus on AI/semiconductors: Nvidia ( $NVDA) Broadcom ( $AVGO) Lam Research ( $LRCX) KLA ( $KLAC) Analog Devices ( $ADI) Cadence ( $CDNS). In utilities for AI power demand: Public Service Enterprise ( $PEG) Alliant Energy ( $LNT) Sempra ( $SRE) Southwest Gas ( $SWX) Xcel Energy ( $XEL). https://twitter.com/i/web/status/2002850862712987692 https://twitter.com/i/web/status/2002850862712987692"
X Link 2025-12-21T21:17Z 138.3K followers, [----] engagements
"Barrons "Top [--] Picks" for 2026: [--]. Amazon $AMZN [--]. Bristol Myers Squibb $BMY [--]. Comcast $CMCSA [--]. Exxon $XOM [--]. Fairfax $FRFHF [--]. Flutter Entertainment $FLUT [--]. Madison Square Garden $MSGS [--]. SL Green Realty $SLG [--]. Visa $V [--]. Walt Disney $DIS"
X Link 2026-01-01T23:40Z 138.5K followers, 33.9K engagements
"President Trump says that the United States will use Venezuela's oil reserves build infrastructure and sell "large amounts" to other countries like China after capturing Nicols Maduro. "We're in the oil business." $uso $uco"
X Link 2026-01-03T19:55Z 138.3K followers, 22.5K engagements
"$OWL Blue Owl Capital Inc. is allowing investors in Blue Owl Technology Income Corp. to withdraw as much as 17% of the non-traded funds net assets worth about $685 million. The firm had previously set a 5% quarterly limit but is prioritizing investors due to having $2.4 billion of liquidity. The move comes after the firm was hit with a deluge of redemption requests last month amid growing angst around private credit and increased scrutiny from regulators and policymakers. https://twitter.com/i/web/status/2008951587473887549 https://twitter.com/i/web/status/2008951587473887549"
X Link 2026-01-07T17:19Z 138.3K followers, [----] engagements
"$sruuf https://x.com/i/status/2009314608348319884 As of a few minutes ago it's now legal to build big nuclear plants in Illinois. https://x.com/i/status/2009314608348319884 As of a few minutes ago it's now legal to build big nuclear plants in Illinois"
X Link 2026-01-08T21:33Z 138.2K followers, [----] engagements
"Oil up 4% on Trump Iran message $USO $UCO undoing all "progress" with Venezuela"
X Link 2026-01-13T14:49Z 138.4K followers, [----] engagements
"$SRUUF https://x.com/GovKathyHochul/status/2011152343090544918s=20 Its go big or go home. I want to scale us up to five gigawatts of nuclear power more that's been built anywhere in the U.S. in the last [--] years. https://x.com/GovKathyHochul/status/2011152343090544918s=20 Its go big or go home. I want to scale us up to five gigawatts of nuclear power more that's been built anywhere in the U.S. in the last [--] years"
X Link 2026-01-14T09:27Z 138.2K followers, [----] engagements
"$MU Data centers are set to consume 70% of all memory chips produced in [----] mostly driven by AI demand for high-bandwidth memory (HBM) and server DRAM. Spoke to someone at $BBY yesterday that to build a new powerful PC today (64GB+ memory) more than 75% of the cost would be memory sticks. https://twitter.com/i/web/status/2013247118614343774 https://twitter.com/i/web/status/2013247118614343774"
X Link 2026-01-19T13:48Z 138.2K followers, 21.6K engagements
"$UBS CEO Sergio Ermotti warned in an interview with Bloomberg TV that markets need to prepare for more volatility ahead. But he said that investors looking to dump US assets would be making a dangerous bet noting diversifying away from America is impossible. Although Ermotti conceded things are a bit bumpy in the US at the moment he said hes confident about the country in the long-term. https://twitter.com/i/web/status/2013664026681590066 https://twitter.com/i/web/status/2013664026681590066"
X Link 2026-01-20T17:24Z 138.4K followers, [----] engagements
"BLACKROCK PRIVATE DEBT FUND EXPECTS 19% NET ASSET VALUE CUT $TCPC $BLK"
X Link 2026-01-24T02:37Z 138.4K followers, [----] engagements
"BUFFETT DELIVERED A SERIOUS WARNING $BRKB HE SAYS HISTORY PROVES GOVERNMENTS CONSISTENTLY DEVALUE THEIR OWN CURRENCIES AND CURRENT U.S. POLICY IS MAKING HIM UNEASY. $GLD $SLV $IBIT"
X Link 2026-01-26T12:14Z 138.4K followers, 32.9K engagements
"BlackRock TCP Capital Corp. $TCPC a publicly traded middle-market lending fund falls 12% as it expects to mark down the net value of its assets 19% after a string of troubled loans weighed on results"
X Link 2026-01-26T12:35Z 138.4K followers, [----] engagements
"So Burry thinks shorting $nvda at 23x forward earnings is a great idea and going long $gme with no real business prospects and a failed bitcoin strategy is a good idea. Wow interesting"
X Link 2026-01-26T22:28Z 138.4K followers, 30.1K engagements
"$GM $6 billion buyback authorization: General Motors Co. expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks. Adjusted earnings before interest and taxes this year will range from $13 billion to $15 billion which is higher than last years $12.7 billion. GM authorized $6 billion in share buybacks and an increase in its quarterly dividend by [--] cents to [--] cents a share. https://twitter.com/i/web/status/2016113783396053286 https://twitter.com/i/web/status/2016113783396053286"
X Link 2026-01-27T11:39Z 138.3K followers, [----] engagements
"Tether CEO reiterates the company's stance and confirms it is buying one or two tons of gold per week now holding [---] TONS of $GLD Gold stashed in a nuclear bunker"
X Link 2026-01-28T09:18Z 138.4K followers, [----] engagements
"Anta Sports Products the largest Chinese sportswear company has purchased a 29.06% stake in $Puma for [----] billion (1.79 billion) becoming the largest shareholder of the German brand"
X Link 2026-01-28T09:48Z 138.3K followers, [----] engagements
"$ADBE could do something really funny here with $FIG"
X Link 2026-01-28T21:43Z 138.4K followers, 65.1K 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 138.5K followers, [----] engagements
"Aluminum more expensive in the USA now due to tariffs $AA"
X Link 2026-01-29T12:45Z 138.4K followers, [----] engagements
"Hmm.SEC Chair Paul Atkins says now is the "right" time to open the $12.5 trillion 401k retirement market to crypto. Investors should be able to make their own decisions but this guy is coming in strong. $IBIT $MSTR $SBET"
X Link 2026-01-29T13:12Z 138.2K followers, 10.8K engagements
"$OWL Investors pulled around 15.4% of net assets from Blue Owl Technology Income Corp. a business development company following the firm's decision to increase the amount investors could withdraw. The redemption requests elevated net leverage to [----] times debt-to-equity and after cashing investors out the fund had around $1.4 billion in liquidity available. The 17% redemption request is the largest on a percentage basis that Blue Owl has ever received and most funds have the option to stop investors from taking out cash if requests exceed 5% of net asset value"
X Link 2026-01-29T19:28Z 138.3K followers, [----] engagements
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/creator/twitter::SpecialSitsNews