#  @Spybef0rey0ubuy Spy Before You Buy Spy Before You Buy posts on X about liquidity, matter, sentiment, strong the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2002054760871141376/interactions)  - [--] Week [------] -76% - [--] Month [-------] +341% ### Mentions: [--] [#](/creator/twitter::2002054760871141376/posts_active)  - [--] Week [---] +39% - [--] Month [---] +63% ### Followers: [---] [#](/creator/twitter::2002054760871141376/followers)  - [--] Week [---] +29% - [--] Month [---] +172% ### CreatorRank: [---------] [#](/creator/twitter::2002054760871141376/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [countries](/list/countries) [exchanges](/list/exchanges) [celebrities](/list/celebrities) [fashion brands](/list/fashion-brands) [social networks](/list/social-networks) **Social topic influence** [liquidity](/topic/liquidity), [matter](/topic/matter), [sentiment](/topic/sentiment) #831, [strong](/topic/strong), [inflation](/topic/inflation), [$spy](/topic/$spy) #1158, [in the](/topic/in-the), [market](/topic/market), [flow](/topic/flow), [$btc](/topic/$btc) #3814 **Top assets mentioned** [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Bitcoin (BTC)](/topic/$btc) [Tesla, Inc. (TSLA)](/topic/$tsla) [Iris Energy Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/$msft) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [RAI Finance (SOFI)](/topic/$sofi) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [ZetaChain (ZETA)](/topic/$zeta) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Strategy (MSTR)](/topic/$mstr) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Apple, Inc. (AAPL)](/topic/$aapl) [UiPath, Inc. (PATH)](/topic/$path) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Convex Finance (CVX)](/topic/$cvx) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) ### Top Social Posts Top posts by engagements in the last [--] hours "@StockSavvyShay @fiscal_ai Not a fan of $MELI Yes the business keeps getting bigger but not better. Rising costs shrinking margins and a credit arm that adds risk not value. The low multiple isnt a bargain its a warning" [X Link](https://x.com/Spybef0rey0ubuy/status/2002390515761696901) 2025-12-20T14:47Z [---] followers, [----] engagements "@LEAPTRADER_ If Im picking the cheapest entry with the biggest upside its $ROOT. Tiny expectations improving unit economics and an insurance model that finally scales = optionality most people are ignoring" [X Link](https://x.com/Spybef0rey0ubuy/status/2002808215696969889) 2025-12-21T18:27Z [--] followers, [---] engagements "@CaesarCapitalz $FLNC grid-scale energy storage demand keeps accelerating backlog visibility is improving and the chart looks ready for continuation if volume follows = aaaaaaiiiiiiiieeeee" [X Link](https://x.com/Spybef0rey0ubuy/status/2002855810683261190) 2025-12-21T21:36Z [----] followers, [--] engagements "@StockPrinter @commonsenseplay Up 32% in [--] months still down 80% from highs and trading at compressed multiples. Thats recovery not euphoria" [X Link](https://x.com/Spybef0rey0ubuy/status/2003097212511998398) 2025-12-22T13:36Z [---] followers, [--] engagements "@Gubloinvestor $NOW enterprise AI with real budgets sticky mission-critical workflows recurring revenue and pricing power. Not hype-driven not optional. Companies dont turn it off" [X Link](https://x.com/Spybef0rey0ubuy/status/2003465557795070291) 2025-12-23T13:59Z [---] followers, [--] engagements "If $FISV clears $70 this gets interesting fast. Recent dumps were noise not damage. Quality names shake out weak hands first" [X Link](https://x.com/Spybef0rey0ubuy/status/2003468518587793598) 2025-12-23T14:11Z [---] followers, [---] engagements "@DeFiTracer Japan hiking is real. $500B dump guaranteed is where the fear trade sneaks in" [X Link](https://x.com/Spybef0rey0ubuy/status/2003482865124934041) 2025-12-23T15:08Z [---] followers, [---] engagements "@himshouse Markets love growth until they decide they want profits" [X Link](https://x.com/Spybef0rey0ubuy/status/2003484140742820153) 2025-12-23T15:13Z [---] followers, [----] engagements "@MentoviaX 196-200 by EOY Bold but with this breakout and MACD cross I'm thinking Santa might deliver [---] early $NVDA never disappoints the bulls" [X Link](https://x.com/Spybef0rey0ubuy/status/2003622566905434390) 2025-12-24T00:23Z [---] followers, [--] engagements "@cptgrumpus @haugejostein This works until dealer hedging matters beyond just price action" [X Link](https://x.com/Spybef0rey0ubuy/status/2003846511239864803) 2025-12-24T15:13Z [---] followers, [--] engagements "@RNTB69 @NoLimitGains Crypto degens cashing out into gold while stocks moon Classic rotation. Who needs the Fed when we've got the ultimate canary: crypto bros" [X Link](https://x.com/Spybef0rey0ubuy/status/2003847254453702935) 2025-12-24T15:16Z [--] followers, [--] engagements "@ColinBrazierTV @GaryR59112775 Fair point but dealer hedging matters as the regime changes" [X Link](https://x.com/Spybef0rey0ubuy/status/2003847867619037235) 2025-12-24T15:18Z [---] followers, [--] engagements "@bdinvestingg Nice pump13.85% weekly gains and $20+ on $ZETA. Marigold's still sprinkling that magic. But enjoy the victory lap while it lasts. markets love a post-holiday hangover. Exit target" [X Link](https://x.com/Spybef0rey0ubuy/status/2004642362107293801) 2025-12-26T19:55Z [----] followers, [---] engagements "@BullTheoryio Is this a metals bull market or a fiat confidence problem" [X Link](https://x.com/Spybef0rey0ubuy/status/2004644219236077823) 2025-12-26T20:03Z [----] followers, [----] engagements "@Gubloinvestor HIMS = volatility fuel. NOVO = slow and steady. Your risk tolerance picks for you" [X Link](https://x.com/Spybef0rey0ubuy/status/2004644370591744434) 2025-12-26T20:03Z [----] followers, [--] engagements "@StockChaser_ Conviction is great but generational usually comes after capitulation not during support tests" [X Link](https://x.com/Spybef0rey0ubuy/status/2004644679665807855) 2025-12-26T20:05Z [----] followers, [---] engagements "@Smartnetworth1 The most boring strategy usually wins the longest" [X Link](https://x.com/Spybef0rey0ubuy/status/2004645161901719609) 2025-12-26T20:07Z [----] followers, [---] engagements "@moninvestor Concentration cuts both ways trimming winners is discipline not doubt. The real question is whether the new adds can outperform the opportunity cost of what you sold" [X Link](https://x.com/Spybef0rey0ubuy/status/2004645337928229223) 2025-12-26T20:07Z [----] followers, [---] engagements "@TheRonnieVShow Strong conviction but markets love revisiting never coming back levels. The real signal is holding after the breakout not the claim before it" [X Link](https://x.com/Spybef0rey0ubuy/status/2004645483491598720) 2025-12-26T20:08Z [----] followers, [---] engagements "@shanaka86 GDP up with flat real incomes isnt prosperity its capital efficiency. Growth didnt disappear it just stopped needing labor" [X Link](https://x.com/Spybef0rey0ubuy/status/2004646207092908139) 2025-12-26T20:11Z [---] followers, [----] engagements "Volume today was paper thin while indicators scream overbought. Santa Rally looks tired Could be the top or momentum squeezes higher for another [--] sessions into [----]. Either way: risk management predictions" [X Link](https://x.com/Spybef0rey0ubuy/status/2004669652753170943) 2025-12-26T21:44Z [----] followers, [--] engagements "@cptgrumpus @haugejostein This works until dealer hedging matters beyond just price action" [X Link](https://x.com/Spybef0rey0ubuy/status/2005029737245135052) 2025-12-27T21:35Z [---] followers, [--] engagements "@ColinBrazierTV @GaryR59112775 Fair point but dealer hedging matters as the regime changes" [X Link](https://x.com/Spybef0rey0ubuy/status/2005030776207708217) 2025-12-27T21:39Z [---] followers, [--] engagements "@GooseHonks @EricLDaugh Most miss that gamma exposure matters beyond just price action" [X Link](https://x.com/Spybef0rey0ubuy/status/2005081896657560054) 2025-12-28T01:02Z [--] followers, [--] engagements "$72 TRILLION. Thats the size of the U.S. stock market right now. Bigger than every major developed market combined. Nasdaq doubled in under [--] years. NYSE added $10T. Question isnt if this matters its how sustainable is it $SPY $QQQ $VOO" [X Link](https://x.com/Spybef0rey0ubuy/status/2005319029486149776) 2025-12-28T16:44Z [---] followers, [--] engagements "@AlbertaSask @Kotyjo @MarkJCarney Canadas support for Ukraine isnt charityits geopolitical insurance. If autocracy wins there we pay later" [X Link](https://x.com/Spybef0rey0ubuy/status/2005320008247964109) 2025-12-28T16:48Z [---] followers, [--] engagements "@QualityInvest5 [--] straight quarters of 30%+ revenue growth isnt just rareits statistical defiance. $MELI isnt compounding its compounding legend" [X Link](https://x.com/Spybef0rey0ubuy/status/2005320497341645046) 2025-12-28T16:50Z [---] followers, [---] engagements "@nataninvesting 15% EPS growth in [----] while trading at a discount to $AAPL and $TSLA $PYPLs narrative is broken but the math isnt" [X Link](https://x.com/Spybef0rey0ubuy/status/2005320806726033869) 2025-12-28T16:51Z [---] followers, [---] engagements "@samsolid57 @wealthmatica Step [--] is where conviction meets patience. Most investors flinch before the payoff. $ZETA rewards the ones who dont" [X Link](https://x.com/Spybef0rey0ubuy/status/2005321182896390467) 2025-12-28T16:53Z [---] followers, [---] engagements "@ZaStocks $RKLB built a base for monthsclassic launchpad behavior. Now everyones just waiting for the SpaceX IPO to remember the rest of the space sector exists" [X Link](https://x.com/Spybef0rey0ubuy/status/2005321800738349388) 2025-12-28T16:55Z [---] followers, [---] engagements "@Ashton_1nvests Buying $AMZN long-term is like planting redwoods. Takes patience but the shades generational" [X Link](https://x.com/Spybef0rey0ubuy/status/2005322094448693692) 2025-12-28T16:56Z [---] followers, [---] engagements "@TheTechInvest $IREN: down 50% after a hyperscaler deal but still priced like the market forgot what AI eats for breakfast" [X Link](https://x.com/Spybef0rey0ubuy/status/2005322393498406990) 2025-12-28T16:58Z [--] followers, [---] engagements "@NFTLunatic $PATH isnt just automationits compounding intelligence. That flywheel turns every workflow into a moat" [X Link](https://x.com/Spybef0rey0ubuy/status/2005322669798146255) 2025-12-28T16:59Z [---] followers, [--] engagements "@TrendSpider Insiders buying multi-year wedge brand still iconic. RSI divergence flashing green. Starting a position in $NKEbecause bottoms are where legends begin" [X Link](https://x.com/Spybef0rey0ubuy/status/2005325086463574234) 2025-12-28T17:08Z [--] followers, [----] engagements "@KMISglobal @TheTechInvest $IRENs chart says 'pivot' insiders say 'wait for hyperscaler 2.0' and AI says 'feed me compute.' Markets asleep but the setup isnt" [X Link](https://x.com/Spybef0rey0ubuy/status/2005357958314729911) 2025-12-28T19:19Z [---] followers, [---] engagements "@nGiStrategy Worth noting that liquidity matters when conditions shift" [X Link](https://x.com/Spybef0rey0ubuy/status/2005383516310155293) 2025-12-28T21:01Z [---] followers, [--] engagements "@enrichtrades $AFRM setting up like a coiled spring. Break $79 and its game on. But volume needs to confirmno fuel no fire" [X Link](https://x.com/Spybef0rey0ubuy/status/2005479116280328543) 2025-12-29T03:20Z [---] followers, [--] engagements "@CapexAndChill Everyones quoting GMV but the moat is in the micro. MELIs underwriting edge + logistics activation = Brazils economic OS. Markets still pricing it like a retailer" [X Link](https://x.com/Spybef0rey0ubuy/status/2005479402776490178) 2025-12-29T03:22Z [--] followers, [---] engagements "@FransBakker9812 500MW in [--] months with 80kW racks and minimal labor Thats not just speedits capex discipline meets execution alpha. $IRENs ops team deserves a valuation multiple of its own" [X Link](https://x.com/Spybef0rey0ubuy/status/2005479587866927456) 2025-12-29T03:22Z [---] followers, [---] engagements "@pdicarlotrader BX signal nailed the move but $SOFIs risk/reward now feels stretched. Unless youre modeling [----] upside chasing here is momentum not conviction" [X Link](https://x.com/Spybef0rey0ubuy/status/2005480247945572411) 2025-12-29T03:25Z [---] followers, [---] engagements "@kylewhitegoat $SOFIs not just growingits compounding across lending tech and financial services. Full-stack platform + first-party credit data + Gen Z loyalty = a flywheel legacy banks cant replicate. Top [--] isnt hypeits trajectory" [X Link](https://x.com/Spybef0rey0ubuy/status/2005481000412020841) 2025-12-29T03:28Z [---] followers, [----] engagements "@JM_Investment0 $DLO isnt just moving moneyits moving markets others wont touch. 50% YoY growth asset-light scale and a moat in frontier payments. Fintech Indiana Jones with margin expansion" [X Link](https://x.com/Spybef0rey0ubuy/status/2005481422216380691) 2025-12-29T03:30Z [--] followers, [---] engagements "@MitchMartan98 $PATH at $11 is dreamers math. At $16 its still asymmetrical if execution holds. Beat-and-raise next quarter and youre chasing it at $20+. Risk/reward skews nownot later" [X Link](https://x.com/Spybef0rey0ubuy/status/2005481674424115605) 2025-12-29T03:31Z [--] followers, [---] engagements "@PalantirOg $PLTR isnt AWSits still selling AI consulting with a defense wrapper. 150% YTD is great but 400x P/E on $1B quarterly rev Thats not indispensable thats priced like it cured latency. Execution matters but valuation gravity always wins IMO" [X Link](https://x.com/Spybef0rey0ubuy/status/2005482177321161056) 2025-12-29T03:33Z [---] followers, [---] engagements "Most people will miss what this chart is showing. I didnt predict anything. I just listened to my indicator and stayed with the trend. Nearly [--] points on $SPY. The rest is noise. 👀 $SPY $QQQ $VOO" [X Link](https://x.com/Spybef0rey0ubuy/status/2005485367668212175) 2025-12-29T03:45Z [---] followers, [---] engagements "@kaitduffy $SPY trend still up Thats classic grind behavior. No blow-off top no breakdown. Just steady melt-up. Until liquidity dries or earnings disappoint the path of least resistance is higher" [X Link](https://x.com/Spybef0rey0ubuy/status/2005486270131384357) 2025-12-29T03:49Z [---] followers, [---] engagements "@Jake__Wujastyk $SPY trend still up Thats classic grind behavior. No blow-off top no breakdown. Just steady melt-up. Until liquidity dries or earnings disappoint the path of least resistance is higher" [X Link](https://x.com/Spybef0rey0ubuy/status/2005486407008321994) 2025-12-29T03:49Z [---] followers, [--] engagements "@zachstonks $SPY trend still up Thats classic grind behavior. No blow-off top no breakdown. Just steady melt-up. Until liquidity dries or earnings disappoint the path of least resistance is higher" [X Link](https://x.com/Spybef0rey0ubuy/status/2005486478374355248) 2025-12-29T03:50Z [---] followers, [--] engagements "@vandy_trades $SPY trend still up Thats classic grind behavior. No blow-off top no breakdown. Just steady melt-up. Until liquidity dries or earnings disappoint the path of least resistance is higher" [X Link](https://x.com/Spybef0rey0ubuy/status/2005486545688834250) 2025-12-29T03:50Z [---] followers, [--] engagements "@ThiccTeddy $SPY trend still up Thats classic grind behavior. No blow-off top no breakdown. Just steady melt-up. Until liquidity dries or earnings disappoint the path of least resistance is higher" [X Link](https://x.com/Spybef0rey0ubuy/status/2005486687871488050) 2025-12-29T03:51Z [---] followers, [---] engagements "@sparkle6193920 $SPY trend still up Thats classic grind behavior. No blow-off top no breakdown. Just steady melt-up. Until liquidity dries or earnings disappoint the path of least resistance is higher" [X Link](https://x.com/Spybef0rey0ubuy/status/2005486886790525074) 2025-12-29T03:51Z [---] followers, [---] engagements "Santa Rally math is simple: Last [--] trading days of December + first [--] of January Historically 79% positive Average SPY gain 1.3% Last week: SPY pushed higher VIX fell to the low 13s That combo usually points to a grind higher into New Years week not a selloff. Script flips if VIX breaks and holds ABOVE [----] Below that = bullish drift Above that = volatility regime change Bias until then: UP #SPY #VIX #SantaRally #OptionsTrading https://twitter.com/i/web/status/2005658623020818833 https://twitter.com/i/web/status/2005658623020818833" [X Link](https://x.com/Spybef0rey0ubuy/status/2005658623020818833) 2025-12-29T15:14Z [--] followers, [--] engagements "@DividendTalks $LIN stands out. Near 52-week lows but still compounding quietly. High margins global moat and industrial tailwinds. Not sexy just solid" [X Link](https://x.com/Spybef0rey0ubuy/status/2005813051388477903) 2025-12-30T01:27Z [---] followers, [----] engagements "@TheProfInvestor $NKEs in the anger stage but brand strength + margin reset = setup for a [----] rebound. China drag priced in dividend raised expectations low" [X Link](https://x.com/Spybef0rey0ubuy/status/2005813984818258201) 2025-12-30T01:31Z [--] followers, [----] engagements "@TrendSpider Most folks chase breakouts not bases. Buying quality off the 200-week SMA is boring brilliance" [X Link](https://x.com/Spybef0rey0ubuy/status/2005814575116214314) 2025-12-30T01:33Z [--] followers, [---] engagements "@HyperAICapital 0.016% isnt a red flagbut timing matters. If the CEOs trimming while retails chasing thats worth watching" [X Link](https://x.com/Spybef0rey0ubuy/status/2005815131163484675) 2025-12-30T01:36Z [--] followers, [----] engagements "@NetWorthNotes Everyone wants AI. Nobody wants insurance. Thats why $OSCR at $14 might be the sleeper of 2026" [X Link](https://x.com/Spybef0rey0ubuy/status/2005815648589598783) 2025-12-30T01:38Z [--] followers, [---] engagements "@DividendTalks $MU. Cycles dont diethey compound. Memory demands quietly surging while supply discipline holds. Retails early not wrong" [X Link](https://x.com/Spybef0rey0ubuy/status/2005816164518334969) 2025-12-30T01:40Z [--] followers, [---] engagements "@Zac_Markovich Agree. TL rejection was textbook but volumes light RSI reset and macros not hostile. QQQs still riding tech momentumpullbacks just fuel. Same goes for $SPY" [X Link](https://x.com/Spybef0rey0ubuy/status/2005816633185689967) 2025-12-30T01:42Z [---] followers, [--] engagements "$FISV That selloff didnt make sensefundamentally or technically. Price held key support sellers showed exhaustion and a BUY signal fired. Risk is clearly defined below last weeks base (stop). Upside: a clean snap-back to the prior range. Taking a swing position here. Will average once near support only if price allows. Otherwise let it work. Risk opinion. Always https://twitter.com/i/web/status/2006068364872180148 https://twitter.com/i/web/status/2006068364872180148" [X Link](https://x.com/Spybef0rey0ubuy/status/2006068364872180148) 2025-12-30T18:22Z [---] followers, [---] engagements "TransMedics isnt just selling machinesits building the FedEx of organ transplants. Every delivery is life-or-death margins are defensible and the moat is FDA-approved. While others chase moonshots $TMDX is quietly scaling a logistics empire inside healthcares most urgent niche. https://twitter.com/i/web/status/2006386538528301481 https://twitter.com/i/web/status/2006386538528301481" [X Link](https://x.com/Spybef0rey0ubuy/status/2006386538528301481) 2025-12-31T15:26Z [--] followers, [---] engagements "MSCI keeping $MSTR in its indexes is a big deal. Institutional flows stay intact leverage to BTC remains. Thats exactly why Im bullish on my $MSTX position. TradFi exposure + Bitcoin momentum = fuel. $BTC $MSTU" [X Link](https://x.com/Spybef0rey0ubuy/status/2008650055658729734) 2026-01-06T21:21Z [---] followers, [---] engagements "MSCI keeping $MSTR in its indexes is a big deal. Institutional flows stay intact leverage to BTC remains. Thats exactly why Im bullish on my $MSTX position. TradFi exposure + Bitcoin momentum = fuel. $BTC $MSTU" [X Link](https://x.com/Spybef0rey0ubuy/status/2008650893802275020) 2026-01-06T21:24Z [--] followers, [---] engagements "$SOFI stock sinks 8% after BofA underperform call; dilution and Jan. [--] earnings in focus - Initial reaction matters but confirmation comes at the open. #AfterHours #MarketUpdate http://ts2.tech http://ts2.tech" [X Link](https://x.com/Spybef0rey0ubuy/status/2008677834227937770) 2026-01-06T23:11Z [--] followers, [---] engagements "@zerohedge Soft NFP miss but UER surprise lower = dovish skew. Markets pricing less growth fear more soft-landing hope. Equities like this combo. Risk-on into the weekend" [X Link](https://x.com/Spybef0rey0ubuy/status/2009623604426891694) 2026-01-09T13:49Z [---] followers, [---] engagements "@jordanfogel Exactly. Most people obsess over win rate and ignore expectancy. A system with a 40% win rate can outperform one with 70% if risk/reward is right. Trading isnt prediction its probability management" [X Link](https://x.com/Spybef0rey0ubuy/status/2009978267487613068) 2026-01-10T13:18Z [---] followers, [--] engagements "@LEAPTRADER_ The moment trading feels exciting risk is probably mismanaged. Progress shows up in the logbook not the dopamine" [X Link](https://x.com/Spybef0rey0ubuy/status/2009979343389503519) 2026-01-10T13:23Z [---] followers, [--] engagements "@kylewhitegoat If anything a cap could reduce competition. Smaller lenders disappear funding tightens and scale + underwriting discipline matter more. SOFI is better positioned than most" [X Link](https://x.com/Spybef0rey0ubuy/status/2009979748236276037) 2026-01-10T13:24Z [---] followers, [---] engagements "@kylewhitegoat Demand doesnt disappear it reallocates. If consolidation tightens capital flows to adjacent credit needs. Platforms with underwriting + balance sheet flexibility survive" [X Link](https://x.com/Spybef0rey0ubuy/status/2009980255373799872) 2026-01-10T13:26Z [---] followers, [---] engagements "@StockSavvyShay @BillAckman @realDonaldTrump Weve seen this movie before. Credit controls shrink access first then push borrowers into higher-cost shadow lending. Intentions outcomes" [X Link](https://x.com/Spybef0rey0ubuy/status/2009980377956528272) 2026-01-10T13:27Z [---] followers, [---] engagements "@CryptoNobler Not quite QE. Liquidity injections balance sheet expansion. This looks more like short-term funding support than a regime shift" [X Link](https://x.com/Spybef0rey0ubuy/status/2009982002674708651) 2026-01-10T13:33Z [---] followers, [---] engagements "@SoJustFollowMe @RayDalio @ptj_official Institutional ownership alone isnt a thesis. Entry prices position sizing time horizon and hedging matter more than the names on the cap table" [X Link](https://x.com/Spybef0rey0ubuy/status/2009982439926718729) 2026-01-10T13:35Z [---] followers, [---] engagements "@RealJimRickards Gold moving doesnt automatically imply weakness. It often reflects global demand shifts arbitrage and reserve management not capital flight from the U.S" [X Link](https://x.com/Spybef0rey0ubuy/status/2009982797591835100) 2026-01-10T13:36Z [---] followers, [----] engagements "@himshouse Big distribution win but access doesnt automatically equal margin expansion. Pricing power adherence and reimbursement dynamics will matter more than headlines" [X Link](https://x.com/Spybef0rey0ubuy/status/2009982888276832647) 2026-01-10T13:37Z [---] followers, [---] engagements "@Mr_Derivatives Coiled setups look great confirmation is the difference. Id want acceptance above $91 with volume before chasing a gap narrative" [X Link](https://x.com/Spybef0rey0ubuy/status/2009983835895918878) 2026-01-10T13:41Z [---] followers, [---] engagements "@KrisPatel99 Flat price after massive gains often says more about digestion than disbelief. NVDA may be consolidating expectations while capital chases the next marginal dollar of growth elsewhere. Rotation doesnt mean rejection" [X Link](https://x.com/Spybef0rey0ubuy/status/2009983967907451387) 2026-01-10T13:41Z [---] followers, [---] engagements "@SoJustFollowMe @RayDalio @ptj_official Plenty of losers outperform for long stretches. Plenty of smart money underperforms quietly. Process beats posturing" [X Link](https://x.com/Spybef0rey0ubuy/status/2009985984440774668) 2026-01-10T13:49Z [---] followers, [---] engagements "@stocksncrypto26 @DevotedDividend Agreestellar fundamentals but the premium feels baked in. Waiting for a pullback or a macro wobble to pounce" [X Link](https://x.com/Spybef0rey0ubuy/status/2009990211204460753) 2026-01-10T14:06Z [---] followers, [--] engagements "Happy to. Over the last [----] years SPIVA scorecards consistently show 6585% of active large-cap managers underperform the S&P [---] on a rolling basis after fees despite superior access to capital research teams and information flow. That highlights an important distinction: institutional ownership isnt a thesis. Scale introduces constraints mandates liquidity benchmark risk and career risk all of which limit timing sizing and exits. Alpha doesnt come from names on a 13F. It comes from process risk control time horizon alignment and execution discipline areas where large institutions are often" [X Link](https://x.com/Spybef0rey0ubuy/status/2009992598472274154) 2026-01-10T14:15Z [---] followers, [---] engagements "Capital flight usually shows up in FX stress rising yields falling reserves and forced liquidation none of which were seeing at scale. Gold exports can rise due to price arbitrage refinery flows ETF/redemption mechanics and central-bank rebalancing. The U.S. doesnt even hold gold as a primary settlement asset in trade. If this were true capital flight the dollar wouldnt be near cycle highs and real rates wouldnt look like this. Respectfully gold moving capital fleeing. https://twitter.com/i/web/status/2010022833716330804 https://twitter.com/i/web/status/2010022833716330804" [X Link](https://x.com/Spybef0rey0ubuy/status/2010022833716330804) 2026-01-10T16:16Z [---] followers, [--] engagements "@outthered $SOFI is building a low-cost tech-first bank with real operating leverage. If execution holds top-tier bank status over time isnt crazy and enough scale makes SPY inclusion a mechanical tailwind not hype" [X Link](https://x.com/Spybef0rey0ubuy/status/2010028643045855270) 2026-01-10T16:39Z [---] followers, [--] engagements "@Budgetdog_ Financial education helps but money never gets easy. Discipline time and behavior matter more than knowledge. Compounding works best for people who can stick with it through boredom drawdowns and mistakes. The foundation isnt just math its temperament" [X Link](https://x.com/Spybef0rey0ubuy/status/2010055585413378079) 2026-01-10T18:26Z [---] followers, [---] engagements "@TheSkayeth +90% moves dont happen without real demand but signals work best in context. Whale accumulation explains momentum while RSI divergence usually argues for digestion not trend death. If the green holds its consolidation. If it breaks thats when risk shifts" [X Link](https://x.com/Spybef0rey0ubuy/status/2010056108787019901) 2026-01-10T18:28Z [---] followers, [---] engagements "@itschrisray Thats a good problem to have. When leaders run position sizes drift trimming or adding cash is often the disciplined move not chasing. Watching $LMND at these levels makes sense but patience usually pays more than perfect timing. Strong start to the year" [X Link](https://x.com/Spybef0rey0ubuy/status/2010056414744690774) 2026-01-10T18:29Z [---] followers, [--] engagements "@JM_Investment0 Solid list but worth flagging different risk profiles here. $ZETA is a fundamentals + execution story $PATH is still about adoption and patience and $MOH is a classic sentiment/turnaround trade. As long as position sizing matches the thesis the logic tracks" [X Link](https://x.com/Spybef0rey0ubuy/status/2010056548618469458) 2026-01-10T18:30Z [---] followers, [---] engagements "@GodsBurnt Big target but flags dont invalidate risk. Silver needs a clean breakout and acceptance above prior resistance before extrapolating $100+ moves. Until then its a volatility trade not a guarantee. Conviction works best when its paired with levels" [X Link](https://x.com/Spybef0rey0ubuy/status/2010056674346971537) 2026-01-10T18:30Z [---] followers, [---] engagements "The comparison gets attention but context matters. Todays market has higher margins global scale and different sector weights than [--] while debt and rates change the risk profile in other ways. Elevated Shiller P/E signals lower future returns not a clock on an imminent crash. https://twitter.com/i/web/status/2010056751840702960 https://twitter.com/i/web/status/2010056751840702960" [X Link](https://x.com/Spybef0rey0ubuy/status/2010056751840702960) 2026-01-10T18:30Z [---] followers, [---] engagements "@DividendTalks Good breakdown. The key is second-order effects. A hard cap would likely tighten credit availability and shift risk to fees which could blunt the more spending angle. Lenders feel it first networks last consumers somewhere in between" [X Link](https://x.com/Spybef0rey0ubuy/status/2010057232948596968) 2026-01-10T18:32Z [---] followers, [---] engagements "The risk-pricing argument is valid but it assumes static behavior. In practice lenders would reprice via fees tighten underwriting shorten durations and push balances toward secured or BNPL-style products. Credit wouldnt disappear it would change form. The real damage is uneven: subprime access shrinks fastest while prime borrowers barely notice. https://twitter.com/i/web/status/2010057843383132616 https://twitter.com/i/web/status/2010057843383132616" [X Link](https://x.com/Spybef0rey0ubuy/status/2010057843383132616) 2026-01-10T18:35Z [---] followers, [---] engagements "@TheBigDegen Big target hike but price targets arent catalysts by themselves. $IREN still trades on execution hash rate growth power costs and BTC price do the heavy lifting. [----] could be strong but the path there matters more than the headline" [X Link](https://x.com/Spybef0rey0ubuy/status/2010058617450561558) 2026-01-10T18:38Z [---] followers, [---] engagements "The framework makes sense but its doing a lot of work. Multiple expansion assumes sustained AI-infra perception and clean execution on power capex and utilization. That can drive upside but it also compresses fast if sentiment shifts. 150200% isnt impossible it just requires fundamentals to keep catching up to the narrative not just riding it. https://twitter.com/i/web/status/2010058729304031343 https://twitter.com/i/web/status/2010058729304031343" [X Link](https://x.com/Spybef0rey0ubuy/status/2010058729304031343) 2026-01-10T18:38Z [---] followers, [--] engagements "@TheSkayeth Signals can point to accumulation but context still rules. If the gap fills and holds while volume stays constructive thats strength. If not the whale narrative weakens fast. Levels matter more than labels" [X Link](https://x.com/Spybef0rey0ubuy/status/2010059031826837593) 2026-01-10T18:39Z [---] followers, [---] engagements "@DevotedDividend High distributions high returns. $QQQIs payout is driven by options + return of capital income can look smooth while NAV does the work underneath. It can fit an income goal but no decay depends on how total return stacks up over a full cycle" [X Link](https://x.com/Spybef0rey0ubuy/status/2010059151565828147) 2026-01-10T18:40Z [---] followers, [---] engagements "@davidbateman Long history helps but silver still trades in cycles not destiny. Math and macro can justify a bull case yet timing and opportunity cost matter. Being early for years feels the same as being wrong in markets" [X Link](https://x.com/Spybef0rey0ubuy/status/2010059225637261653) 2026-01-10T18:40Z [---] followers, [---] engagements "@cryptogoos Its constructive but context matters. Large players can hedge scale in or front-run liquidity whale activity supports the tape but confirmation still comes from follow-through in price volume and funding" [X Link](https://x.com/Spybef0rey0ubuy/status/2010059303772914108) 2026-01-10T18:40Z [---] followers, [--] engagements "@0xLofty The rhyme is interesting but cycles arent templates. Market structure liquidity ETFs and macro conditions are very different this time. History can frame expectations it shouldnt be used as a countdown clock" [X Link](https://x.com/Spybef0rey0ubuy/status/2010059393031942463) 2026-01-10T18:41Z [---] followers, [---] engagements "@TheValueTrade AMD gets interesting as expectations reset. The buy matters less than the why margins data center mix and competitive response to NVDA will decide whether cheap is value or just lower growth priced in" [X Link](https://x.com/Spybef0rey0ubuy/status/2010059494152384878) 2026-01-10T18:41Z [---] followers, [--] engagements "@The_AI_Investor The scale is undeniable but cost curves dont exist in a vacuum. [--] lower cost per token only matters if demand keeps compounding and customers dont diversify vendors for resilience and leverage. NVIDIAs lead is real; inevitability is the part markets tend to overprice" [X Link](https://x.com/Spybef0rey0ubuy/status/2010059570887176436) 2026-01-10T18:42Z [---] followers, [--] engagements "Solid list it spans a few very different regimes. Youve got early-cycle infra ($OKLO $RKLB) AI/software scale plays ($AMD $PATH $DUOL) fintech risk/reward ($SOFI $LMND $PLMR) and higher-vol growth ($EOSE $BE $XPEV). For [----] execution and balance sheets will matter more than narratives. Id watch who can turn demand into free cash flow not just revenue growth. https://twitter.com/i/web/status/2010059741666414752 https://twitter.com/i/web/status/2010059741666414752" [X Link](https://x.com/Spybef0rey0ubuy/status/2010059741666414752) 2026-01-10T18:42Z [---] followers, [---] engagements "@King0ftheCharts Appreciate the caveat thats how EW should be framed. Expanded flats are tricky and gold tends to invalidate counts fast when momentum shifts. Until a lower low confirms wave C this is still a risk-managed hypothesis not a forecast" [X Link](https://x.com/Spybef0rey0ubuy/status/2010060103593124232) 2026-01-10T18:44Z [---] followers, [---] engagements "@TrendSpider Thats the difference between conviction and a value trap. If margins and engagement stabilize the dip buyers look smart. If not price is just reflecting a slower-growth reality" [X Link](https://x.com/Spybef0rey0ubuy/status/2010060174132977790) 2026-01-10T18:44Z [---] followers, [---] engagements "The growth inflection is real but expectations are doing a lot of lifting here. Revenue acceleration and a large pipeline matter yet execution margins and cash burn will decide whether this is a breakout or a volatility spike. Big opportunity but the path matters as much as the promise. https://twitter.com/i/web/status/2010060263593058539 https://twitter.com/i/web/status/2010060263593058539" [X Link](https://x.com/Spybef0rey0ubuy/status/2010060263593058539) 2026-01-10T18:44Z [---] followers, [---] engagements "@TheSkayeth Past moves make a good story but signals only matter this time if they confirm in price and volume. If the green shows up and holds thats actionable. Until then its anticipation not confirmation" [X Link](https://x.com/Spybef0rey0ubuy/status/2010060543621775502) 2026-01-10T18:45Z [---] followers, [---] engagements "@BladeDefi Seasonality helps but any alts is how people round-trip gains. Liquidity relative strength and narratives matter more than the calendar. Timing works best when its paired with selectivity" [X Link](https://x.com/Spybef0rey0ubuy/status/2010060611397529819) 2026-01-10T18:46Z [---] followers, [---] engagements "@CryptoNobler If true its supportive but not a straight line higher. A 50bps cut would signal growth or stress concerns and markets usually care why cuts happen as much as that they happen. For crypto liquidity helps but macro context still drives follow-through" [X Link](https://x.com/Spybef0rey0ubuy/status/2010060758835704260) 2026-01-10T18:46Z [---] followers, [---] engagements "@danielisdizzy That divergence is the real story. AI-driven productivity can lift headline GDP even as labor share weakens growth without broad employment gains isnt historically rare but it does change how durable the expansion really is. The mix matters more than the number" [X Link](https://x.com/Spybef0rey0ubuy/status/2010060837504106916) 2026-01-10T18:47Z [---] followers, [--] engagements "@RoryFitz11 @Mr_Derivatives Its not that technicals are meaningless its that strong macro forces can overwhelm them. When liquidity rates or policy shifts carry real weight price can ignore clean trendlines until the macro impulse exhausts" [X Link](https://x.com/Spybef0rey0ubuy/status/2010060986913567061) 2026-01-10T18:47Z [---] followers, [--] engagements "@Mrhigh611 @Mr_Derivatives The structure does look constructive but $BABA trades as much on policy and sentiment as on the chart. Higher highs and lows help yet follow-through still depends on China risk margins and capital return credibility. Clean trend fragile catalyst set" [X Link](https://x.com/Spybef0rey0ubuy/status/2010061136293675185) 2026-01-10T18:48Z [---] followers, [--] engagements "@CarlosMValero @Mr_Derivatives The break is constructive but confirmation matters. Holding above the former trendline and staying inside the channel on pullbacks is the tell. If it does prior measured moves are in play if not its just another false breakout in a policy-sensitive name" [X Link](https://x.com/Spybef0rey0ubuy/status/2010061218258854107) 2026-01-10T18:48Z [---] followers, [--] engagements "FREE TradingView Indicator Backtested with a 73% win rate. Works across all securities: stocks forex crypto and indices including $SPY $QQQ $BTC and $NVDA. Like repost and comment FREE for access. Follow required to maintain free access" [X Link](https://x.com/Spybef0rey0ubuy/status/2010343227908608394) 2026-01-11T13:29Z [---] followers, [---] engagements "Canadas underperformance is real but its not a single-policy story. Housing inflation reflects zoning constraints immigration levels and years of underbuilding; income gaps reflect productivity sector mix and capital investment trends that predate the current government. Bad policy can worsen outcomes but structural issues compound over decades. Simplifying it to one side destroyed the country misses why fixing it is so hard. https://twitter.com/i/web/status/2010437160424427525 https://twitter.com/i/web/status/2010437160424427525" [X Link](https://x.com/Spybef0rey0ubuy/status/2010437160424427525) 2026-01-11T19:42Z [---] followers, [--] engagements "@BladeDefi Maybe but narratives lag data. Institutions accumulate through custody ETFs and OTC desks over time not headlines. The real signal isnt who bought its whether price liquidity and follow-through confirm accumulation" [X Link](https://x.com/Spybef0rey0ubuy/status/2010437332579877215) 2026-01-11T19:43Z [---] followers, [--] engagements "Japan is a real macro risk but not a next-week crash trigger. Rising JGB yields reflect normalization from extreme suppression with debt mostly domestically held and the BOJ still pacing the adjustment. Yen carry trades have been unwinding gradually for months without disorderly funding stress and true systemic breaks show up first in funding and cross-currency markets not sudden headline collapses. https://twitter.com/i/web/status/2010438190973309175 https://twitter.com/i/web/status/2010438190973309175" [X Link](https://x.com/Spybef0rey0ubuy/status/2010438190973309175) 2026-01-11T19:46Z [---] followers, [----] engagements "That assumes a level of coordination markets rarely deliver. Court rulings can move sentiment but they dont mechanically crash markets prices respond to earnings liquidity and positioning. Oil and silver spike for supply/demand and macro reasons not as levers pulled to unwind fiat or carry trades. Big moves usually come from mispricing and leverage not grand plans. https://twitter.com/i/web/status/2010438343369093594 https://twitter.com/i/web/status/2010438343369093594" [X Link](https://x.com/Spybef0rey0ubuy/status/2010438343369093594) 2026-01-11T19:47Z [---] followers, [--] engagements "Japan has real structural problems but insolvent isnt accurate. Debt is largely domestic maturities are long and the BOJ still controls funding conditions. Rice prices and demographics highlight inflation and growth constraints not imminent collapse. A weak yen vs. gold reflects policy choices and global rates not a dead system slow erosion and managed adjustment is far more likely than a sudden end. https://twitter.com/i/web/status/2010438544154902590 https://twitter.com/i/web/status/2010438544154902590" [X Link](https://x.com/Spybef0rey0ubuy/status/2010438544154902590) 2026-01-11T19:47Z [---] followers, [---] engagements "The math checks but parabolic assumptions are where risk creeps in. Silver rarely compounds gains symmetrically volatility expands but pullbacks deepen too. Past % moves show whats possible not whats probable. A run to $100+ would almost certainly invite positioning resets before another leg not a clean extrapolation. https://twitter.com/i/web/status/2010438701609083382 https://twitter.com/i/web/status/2010438701609083382" [X Link](https://x.com/Spybef0rey0ubuy/status/2010438701609083382) 2026-01-11T19:48Z [---] followers, [---] engagements "That alignment does matter multi-timeframe trend agreement usually supports continuation. The caveat is that when daily and lower timeframes are all bullish silver often pauses to reset momentum before pushing higher. Confirmation is strongest if pullbacks stay shallow and volume expands on the next impulse. https://twitter.com/i/web/status/2010439131604693264 https://twitter.com/i/web/status/2010439131604693264" [X Link](https://x.com/Spybef0rey0ubuy/status/2010439131604693264) 2026-01-11T19:50Z [---] followers, [--] engagements "@PaveloBreit @TheSqeakyMouse Mixed sentiment helps but rebalancing flows are short-lived. The real fuel for a rapid move is follow-through: expanding volume momentum holding on pullbacks and buyers stepping up after the rebalance. Without that perfect conditions can fade quickly" [X Link](https://x.com/Spybef0rey0ubuy/status/2010439222952632825) 2026-01-11T19:50Z [---] followers, [--] engagements "@TheBubbleBubble widely telegraphed rebalances tend to be absorbed ahead of time. Any real impact usually shows up as short-term noise not a trend change. What matters more is how gold and silver trade after the rebalance not the event itself" [X Link](https://x.com/Spybef0rey0ubuy/status/2010439858989183053) 2026-01-11T19:53Z [---] followers, [---] engagements "Its likely much of the rebalance is priced in agreed large managers plan these flows well in advance. But index mechanics dont negate volatility and never before supply-demand claims tend to overreach. If fundamentals are truly that strong the proof will be how price behaves after the rebalance not the certainty of the narrative. https://twitter.com/i/web/status/2010439992749777195 https://twitter.com/i/web/status/2010439992749777195" [X Link](https://x.com/Spybef0rey0ubuy/status/2010439992749777195) 2026-01-11T19:53Z [---] followers, [--] engagements "Big upside is possible but stacking extreme assumptions compounds risk. A rapid ratio collapse $100+ silver in weeks and a simultaneous market crash all require perfect alignment of liquidity positioning and physical stress. Historically silver spikes come after resets and volatility not straight through them. Thin markets exaggerate moves both up and down which makes timing far harder than targets suggest. https://twitter.com/i/web/status/2010440124111212702 https://twitter.com/i/web/status/2010440124111212702" [X Link](https://x.com/Spybef0rey0ubuy/status/2010440124111212702) 2026-01-11T19:54Z [---] followers, [---] engagements "Momentum can compress time on the way up but resistance doesnt disappear just because price clears a level. Moves from $6k to $7k would still need sustained liquidity real-rate support and follow-through acceleration happens but it usually comes after digestion not instead of it. https://twitter.com/i/web/status/2010440233263813019 https://twitter.com/i/web/status/2010440233263813019" [X Link](https://x.com/Spybef0rey0ubuy/status/2010440233263813019) 2026-01-11T19:54Z [---] followers, [--] engagements "JPMs holdings matter at the margin but they dont set global silver prices. The market is driven by futures positioning industrial demand recycling and real rates not a single balance sheet. Even large holders tend to hedge and lease rather than decide direction outright. Supply/demand tightness shows up in spreads and premiums long before any one player becomes decisive. https://twitter.com/i/web/status/2010440423597277405 https://twitter.com/i/web/status/2010440423597277405" [X Link](https://x.com/Spybef0rey0ubuy/status/2010440423597277405) 2026-01-11T19:55Z [---] followers, [--] engagements "Busy week but outcomes wont be uniform. CPI and retail sales set the macro tone earnings decide dispersion. $MS lives or dies on trading + investment banking momentum while $COFs risk is more policy uncertainty than immediate fundamentals. Volatility favors selectivity not broad bets. https://twitter.com/i/web/status/2010440801952604634 https://twitter.com/i/web/status/2010440801952604634" [X Link](https://x.com/Spybef0rey0ubuy/status/2010440801952604634) 2026-01-11T19:56Z [---] followers, [--] engagements "@rapture417 @Speculator_io That analogy works but it cuts both ways. Late-cycle IPOs often signal peak optimism yet markets can stay euphoric longer than expected. The risk isnt leaving too early its staying without an exit plan once the lights start coming up" [X Link](https://x.com/Spybef0rey0ubuy/status/2010441066382766300) 2026-01-11T19:57Z [---] followers, [--] engagements "Those IPOs actually did have consequences just not instantly. Uber Airbnb and DoorDash didnt crash the market but they marked a shift toward supply-heavy listings where returns lagged multiples compressed and insiders distributed over time. IPOs dont cause tops overnight; they often signal a regime change where upside gets harder and dispersion rises. https://twitter.com/i/web/status/2010441149912154331 https://twitter.com/i/web/status/2010441149912154331" [X Link](https://x.com/Spybef0rey0ubuy/status/2010441149912154331) 2026-01-11T19:58Z [---] followers, [--] engagements "@cryptogems555 Maybe but altseasons dont start on slogans. They start when BTC dominance rolls over liquidity expands and alts show sustained relative strength. Until that confirms being not bullish enough can just mean being disciplined" [X Link](https://x.com/Spybef0rey0ubuy/status/2010441241016910061) 2026-01-11T19:58Z [---] followers, [--] engagements "Possibly laggards can turn into leaders if the reason for underperformance starts to resolve. The key question is whether its lagging due to sentiment and positioning or because fundamentals havent improved yet. Without a catalyst laggards often stay laggards longer than expected. https://twitter.com/i/web/status/2010441620039098823 https://twitter.com/i/web/status/2010441620039098823" [X Link](https://x.com/Spybef0rey0ubuy/status/2010441620039098823) 2026-01-11T20:00Z [---] followers, [--] engagements "Its mostly a function of past profitability and capital discipline not current momentum. Tesla generated enormous free cash flow during peak auto margins (20202023) raised equity at very high valuations runs low inventory and spends less on traditional advertising and dealers. Cash is backward-looking; valuation is forward-looking. The tension youre pointing out is real if auto margins stay compressed and non-auto revenue doesnt scale that cash pile stops growing and starts getting re-rated. https://twitter.com/i/web/status/2010441897559441530" [X Link](https://x.com/Spybef0rey0ubuy/status/2010441897559441530) 2026-01-11T20:01Z [---] followers, [--] engagements "Thats a fair point higher rates quietly padded earnings via interest income. As funding rates fall that tailwind fades and forces companies to lean back on operating growth and margins. For $SPX that means the quality of earnings matters more than the headline numbers going forward. https://twitter.com/i/web/status/2010441994670407887 https://twitter.com/i/web/status/2010441994670407887" [X Link](https://x.com/Spybef0rey0ubuy/status/2010441994670407887) 2026-01-11T20:01Z [---] followers, [--] engagements "Calling $CVX the $NVDA of oil because of Venezuela upside oversimplifies the real picture. Chevron is uniquely positioned with Venezuelan operations but that exposure is relatively small and slow to translate into cash flow analysts estimate potential incremental cash of only about $400M$700M per year roughly 12% of overall operating cash flow even if production expands. Venezuela headlines can move sentiment but fundamentals still really drive Chevrons valuation: diversified global oil & gas production refining margins and broader energy market conditions matter far more than a single" [X Link](https://x.com/Spybef0rey0ubuy/status/2010442307120861501) 2026-01-11T20:02Z [---] followers, [---] engagements "That framing works at a very high level but the comparison breaks down on growth mechanics. $NVDA compounds through expanding TAM pricing power and operating leverage while $CVXs upside is still tied to commodity cycles capital discipline and macro conditions it doesnt control. Chevron can be a durable leader but its growth profile is fundamentally different from a secular tech compounder. https://twitter.com/i/web/status/2010442405162733808 https://twitter.com/i/web/status/2010442405162733808" [X Link](https://x.com/Spybef0rey0ubuy/status/2010442405162733808) 2026-01-11T20:03Z [---] followers, [--] engagements "@Christina8n2w @MrMikeInvesting Thats a fair take. $CVX can offer solid beta plus execution-driven alpha in energy but its upside is capped by commodity cycles and capital intensity. Strong performer Nvidia-style compounder and $180$220 fits that reality much better" [X Link](https://x.com/Spybef0rey0ubuy/status/2010442697367224684) 2026-01-11T20:04Z [---] followers, [--] engagements "Thats exactly the point Venezuela is optionality not a near-term earnings lever. Cheap short-term gains dont scale and meaningful production recovery requires massive capital time and political stability. Until then $CVX is driven by core assets and cycle dynamics Venezuela stays a long-dated call option. Trading the technicals makes more sense than pricing in a full revival. https://twitter.com/i/web/status/2010442810772816260 https://twitter.com/i/web/status/2010442810772816260" [X Link](https://x.com/Spybef0rey0ubuy/status/2010442810772816260) 2026-01-11T20:04Z [---] followers, [--] engagements "Clean technical roadmap but it still hinges on confirmation. Two ATHs without a decisive weekly breakout suggest momentum is present but not resolved. A weekly close above [----] matters because it confirms acceptance above R2 not just intraday exploration. That said [----] [----] assumes uninterrupted follow-through. For Q1 [----] as a stretch target makes more sense if breadth volume expansion and volatility compression confirm. Otherwise markets often pause or rotate before extensions. Cycles can tilt probabilities price has to validate them. Watch the weekly close not the projection." [X Link](https://x.com/Spybef0rey0ubuy/status/2010443458712916127) 2026-01-11T20:07Z [---] followers, [---] engagements "The asset base is real but valuation still depends on execution. Grid-secured power is a strong advantage agreed. But ATH requires more than capacity on paper: uptime margins realized hash rate power costs and BTC price all have to align. Capacity enables upside. It doesnt guarantee timing or multiples. https://twitter.com/i/web/status/2010443561532064129 https://twitter.com/i/web/status/2010443561532064129" [X Link](https://x.com/Spybef0rey0ubuy/status/2010443561532064129) 2026-01-11T20:07Z [---] followers, [--] engagements "@SmallCapSnipa @PDPhilaPhil Thats a balanced take. Long-term thesis and short-term price are different trades. Even strong operators can see multiple compression when macro tightens or risk appetite fades. Execution drives value over years. Liquidity and policy drive price over quarters" [X Link](https://x.com/Spybef0rey0ubuy/status/2010443632315380179) 2026-01-11T20:08Z [---] followers, [--] engagements "Interesting signal but context matters. Stochastic crossovers can flag momentum shifts not magnitude. A 10+ move last cycle came with a very different liquidity and sentiment backdrop. If it runs price and volume will confirm. Indicators dont repeat outcomes they repeat conditions. https://twitter.com/i/web/status/2010443784283140368 https://twitter.com/i/web/status/2010443784283140368" [X Link](https://x.com/Spybef0rey0ubuy/status/2010443784283140368) 2026-01-11T20:08Z [---] followers, [----] engagements "Momentum can turn before structure does. Stochastics and line crosses point to short-term pressure not follow-through. A cloud test is reasonable if volume expands and price holds acceptance above the base. Indicators suggest possibility. Price and liquidity decide whether it sticks. https://twitter.com/i/web/status/2010444297028710499 https://twitter.com/i/web/status/2010444297028710499" [X Link](https://x.com/Spybef0rey0ubuy/status/2010444297028710499) 2026-01-11T20:10Z [---] followers, [--] engagements "Thats misleading. Balance sheet changes money printing in the stimulus sense. Short-term liquidity ops settlements or Treasury cash movements can expand reserves temporarily without creating sustained risk-on flows. If crypto goes parabolic itll be because liquidity persists and demand absorbs it not because of a single weekly headline. https://twitter.com/i/web/status/2010444374132314223 https://twitter.com/i/web/status/2010444374132314223" [X Link](https://x.com/Spybef0rey0ubuy/status/2010444374132314223) 2026-01-11T20:11Z [---] followers, [--] engagements "I get the thesis but its still conditional. More liquidity doesnt automatically flow into risk assets and inflation isnt linear across cycles. Where money goes matters as much as how much exists. Timing velocity and policy persistence decide outcomes. Crypto can benefit if liquidity sticks and risk appetite follows. Sitting in fiat has risks but so does assuming every cycle plays out the same way. https://twitter.com/i/web/status/2010444478687953226 https://twitter.com/i/web/status/2010444478687953226" [X Link](https://x.com/Spybef0rey0ubuy/status/2010444478687953226) 2026-01-11T20:11Z [---] followers, [--] engagements "This is the right framing. Liquidity is improving at the margin not exploding. Balance sheet noise and short-term reserve changes arent pandemic-style easing and calling it printing blurs the signal. Crypto bull cases tend to build institutional flows post-halving dynamics policy follow-through. Parabolic moves require persistent easing and risk appetite not a single data point. Rational beats reactive. https://twitter.com/i/web/status/2010444560300683417 https://twitter.com/i/web/status/2010444560300683417" [X Link](https://x.com/Spybef0rey0ubuy/status/2010444560300683417) 2026-01-11T20:11Z [---] followers, [--] engagements "Crypto has burned a lot of trust fair point. But forever ignores cycles and selection. Most projects fail some deserve to. At the same time infrastructure custody and on-chain settlement keep advancing and capital tends to separate signal from noise over time. Scams get flushed. What survives is smaller regulated and more boring but not zero. https://twitter.com/i/web/status/2010444662440427603 https://twitter.com/i/web/status/2010444662440427603" [X Link](https://x.com/Spybef0rey0ubuy/status/2010444662440427603) 2026-01-11T20:12Z [---] followers, [--] engagements "I disagree with that framing. A one-week reserve expansion doesnt equal a policy commitment. Temporary liquidity operations settlement timing or Treasury cash movements can inflate balances without signaling sustained support. Commitment shows up in persistence: rate policy balance sheet trajectory and follow-through over months not a single data point. https://twitter.com/i/web/status/2010444732975984839 https://twitter.com/i/web/status/2010444732975984839" [X Link](https://x.com/Spybef0rey0ubuy/status/2010444732975984839) 2026-01-11T20:12Z [---] followers, [--] engagements "Broadly agree with one nuance. Visa and Mastercard arent lenders; theyre toll roads with powerful network effects. The economics are misunderstood which is why theyve been able to compound quietly for decades. The real risk isnt credit card rates its regulation routing changes or merchants gaining leverage. Absent that scale trust and fraud prevention keep the moat wide. Ignorance creates alpha even in mega-caps. https://twitter.com/i/web/status/2010444865046454627 https://twitter.com/i/web/status/2010444865046454627" [X Link](https://x.com/Spybef0rey0ubuy/status/2010444865046454627) 2026-01-11T20:13Z [---] followers, [---] engagements "Exactly thats the point most people miss. The take rate looks small in isolation but at trillions in volume with near-zero marginal cost operating leverage does the work. Once the rails are built growth compounds without matching expense. Thats toll-booth economics scale turns basis points into cash flow. https://twitter.com/i/web/status/2010444960240226608 https://twitter.com/i/web/status/2010444960240226608" [X Link](https://x.com/Spybef0rey0ubuy/status/2010444960240226608) 2026-01-11T20:13Z [---] followers, [--] engagements "@inna19030318 @joecarlsonshow That framing misses the point. Markets arent ideological theyre pragmatic. Capital supports whatever policies improve liquidity growth or stability regardless of who proposes them. Politics argues motives. Markets price outcomes" [X Link](https://x.com/Spybef0rey0ubuy/status/2010445059888677132) 2026-01-11T20:13Z [---] followers, [---] engagements "Thats a selective read of Greshams Law. Greshams Law says bad money drives out good when legal tender laws force equivalence not that gold automatically replaces fiat. When controls tighten people hoard optionality not just metal. Capital controls are about stability and FX management not an admission that only gold is real. Trust follows enforcement liquidity and usability not symbolism. https://twitter.com/i/web/status/2010445197147320655 https://twitter.com/i/web/status/2010445197147320655" [X Link](https://x.com/Spybef0rey0ubuy/status/2010445197147320655) 2026-01-11T20:14Z [---] followers, [---] engagements "@GlobalMktObserv Not necessarily bearish. Rising short interest often reflects hedging and relative-value positioning near highs not outright crash bets. In many cycles it actually becomes fuel if price holds. Positioning is the setup price action decides the outcome" [X Link](https://x.com/Spybef0rey0ubuy/status/2010445445722763725) 2026-01-11T20:15Z [---] followers, [---] engagements "That risk is real but the timeline is usually overstated. Repatriation tends to be gradual and managed not a forced fire sale. Japanese institutions hedge FX exposure and rotate flows long before outright dumping Treasuries. YCC changes matter but they dont automatically trigger a sudden U.S. bond shock. Flows move in steps. Markets price transitions not headlines. https://twitter.com/i/web/status/2010445525066350888 https://twitter.com/i/web/status/2010445525066350888" [X Link](https://x.com/Spybef0rey0ubuy/status/2010445525066350888) 2026-01-11T20:15Z [---] followers, [---] engagements "That framing mixes politics with mechanics. Credit card interest is set by banks priced to unsecured risk not by Visa or Mastercard and a hard cap doesnt eliminate cost it reallocates it. If imposed banks tighten credit cut limits or raise fees elsewhere. Risk doesnt disappear. Calling it a liquidation of a hidden tax skips second-order effects. Markets care about incentives not slogans. https://twitter.com/i/web/status/2010445695334133840 https://twitter.com/i/web/status/2010445695334133840" [X Link](https://x.com/Spybef0rey0ubuy/status/2010445695334133840) 2026-01-11T20:16Z [---] followers, [---] engagements "Interesting setup but the math doesnt repeat that way. A stochastic crossover can signal momentum not guarantee a [--] outcome. The last move happened under very different liquidity valuation and sentiment conditions. If upside is real price and volume will confirm. Indicators repeat conditions not results. https://twitter.com/i/web/status/2010446033394733287 https://twitter.com/i/web/status/2010446033394733287" [X Link](https://x.com/Spybef0rey0ubuy/status/2010446033394733287) 2026-01-11T20:17Z [---] followers, [---] engagements "@TradingThomas3 Agreed on the setup with one caveat. Implied move staying tight into CPI OPEX and earnings suggests compression but expansion doesnt guarantee direction. The catalyst only matters if price accepts beyond the range. Vol is coiled. Follow-through decides" [X Link](https://x.com/Spybef0rey0ubuy/status/2010446095357542838) 2026-01-11T20:17Z [---] followers, [---] engagements "Targets without a timeline are just opinions. Getting there depends on growth margins and multiple expansion all lining up not just price memory. Some may work long term but the path and drawdowns matter more than the number. First to hit will be the one with earnings momentum and multiple support not the biggest target. https://twitter.com/i/web/status/2010446160146886853 https://twitter.com/i/web/status/2010446160146886853" [X Link](https://x.com/Spybef0rey0ubuy/status/2010446160146886853) 2026-01-11T20:18Z [---] followers, [---] engagements "Possible but thats index risk not AMD-specific. If SPY/QQQ roll high-beta semis will feel it. But downside only sticks if selling brings volume expansion and multiple compression not just headline-driven flow. Options print on volatility direction still needs confirmation. https://twitter.com/i/web/status/2010446278417584339 https://twitter.com/i/web/status/2010446278417584339" [X Link](https://x.com/Spybef0rey0ubuy/status/2010446278417584339) 2026-01-11T20:18Z [---] followers, [---] engagements "Thats likely part of it. When leadership pauses capital often rotates within the same theme rather than exiting it. Sideways price doesnt mean distribution if flows stay in semis. The tell will be whether rotation turns into breadth expansion or starts leaking out of the group https://twitter.com/i/web/status/2010446340572979334 https://twitter.com/i/web/status/2010446340572979334" [X Link](https://x.com/Spybef0rey0ubuy/status/2010446340572979334) 2026-01-11T20:18Z [---] followers, [---] engagements "Cash helps but its not bullish by default. A large raise boosts the balance sheet not returns. What matters is how that $1.6B converts into contracts margins and ROIC. Defense optimism is common; execution and dilution decide outcomes. Capital is optionality. Results determine valuation. https://twitter.com/i/web/status/2010446417026850926 https://twitter.com/i/web/status/2010446417026850926" [X Link](https://x.com/Spybef0rey0ubuy/status/2010446417026850926) 2026-01-11T20:19Z [---] followers, [---] engagements "Lists like this confuse themes with returns. A few names may compound well but [--] stocks cant all [--] in five years without massive earnings growth and multiple expansion across the board. Most outcomes will cluster around average results. Themes identify where capital might go. Fundamentals decide who actually wins. https://twitter.com/i/web/status/2010446610803671054 https://twitter.com/i/web/status/2010446610803671054" [X Link](https://x.com/Spybef0rey0ubuy/status/2010446610803671054) 2026-01-11T20:19Z [---] followers, [----] engagements "@pepemoonboy Thats a healthy approach. Conviction shouldnt be static it should be conditional. When new data changes the risk/reward adjusting isnt weakness its discipline. Being early doesnt obligate you to stay. Markets reward reassessment not loyalty" [X Link](https://x.com/Spybef0rey0ubuy/status/2010446720564699532) 2026-01-11T20:20Z [---] followers, [--] engagements "Strong growth and a big pipeline are positives but valuation comes from conversion not headlines. YoY growth off a small base pipelines arent revenue and euphoric breakout assumes flawless execution and multiple expansion. Insider buys help but they dont override cash burn or margins. Upside exists. So does risk. https://twitter.com/i/web/status/2010446795453923638 https://twitter.com/i/web/status/2010446795453923638" [X Link](https://x.com/Spybef0rey0ubuy/status/2010446795453923638) 2026-01-11T20:20Z [---] followers, [---] engagements "@CryptoNobler Busy week not a bull signal by default. Data creates volatility not direction. Markets only trend if outcomes change expectations and price accepts the move. Most insane weeks resolve into noise. Catalysts set the stage. Follow-through decides the run" [X Link](https://x.com/Spybef0rey0ubuy/status/2010446925393539492) 2026-01-11T20:21Z [---] followers, [--] engagements "All four win but in different ways. NVDA captures platform economics TSM manufactures scale ASML owns the choke point AMD competes on value and share gains. Different risks different cycles. The winner depends on where margins capex discipline and demand settle not a single ticker https://twitter.com/i/web/status/2010447105836396987 https://twitter.com/i/web/status/2010447105836396987" [X Link](https://x.com/Spybef0rey0ubuy/status/2010447105836396987) 2026-01-11T20:21Z [---] followers, [---] engagements "$HOOD is in focus as volatility hits markets shares have sold off recently on weak November volumes but analysts still see growth ahead with expanding products like prediction markets and crypto features. After tripling in [----] this isnt a narrative stock anymore its now priced for execution. Price action and upcoming earnings will tell us if this run continues or stalls. https://twitter.com/i/web/status/2010448315020627973 https://twitter.com/i/web/status/2010448315020627973" [X Link](https://x.com/Spybef0rey0ubuy/status/2010448315020627973) 2026-01-11T20:26Z [---] followers, [---] engagements "I get the argumentt . but that still overstates the signal. The Mint doesnt source raw silver; it relies on planchet suppliers. Tightness there reflects fabrication capacity and procurement bottlenecks not a breakdown in global silver supply. Retail product stress has shown up many times without wholesale shortages. If supply were truly constrained at the global level youd see it first in spotfutures spreads lease rates and sustained backwardation not just Eagle availability. https://twitter.com/i/web/status/2010450833650147573 https://twitter.com/i/web/status/2010450833650147573" [X Link](https://x.com/Spybef0rey0ubuy/status/2010450833650147573) 2026-01-11T20:36Z [---] followers, [--] engagements "FREE Trading Indicator - Backtested with a 73% win rate. Designed to identify both long and short opportunities using clear rules-based signals. Works across all markets and timeframes: stocks forex crypto and indices - including $SPY $QQQ $BTC and $NVDA etc. Like and comment FREE for access. Follow required to maintain free access https://twitter.com/i/web/status/2010522371967590694 https://twitter.com/i/web/status/2010522371967590694" [X Link](https://x.com/Spybef0rey0ubuy/status/2010522371967590694) 2026-01-12T01:21Z [---] followers, [---] engagements "@KhamisPhinance @WatcherGuru The inconsistency is what markets react to. Cutting into sticky inflation does look political.but refusing to adjust now isnt automatically pro-prosperity either. The Feds issue isnt one decision its the credibility gap when policy timing feels selective vs data driven" [X Link](https://x.com/Spybef0rey0ubuy/status/2010529293026386027) 2026-01-12T01:48Z [---] followers, [---] engagements "@LearnRony @WatcherGuru Strong words but the real issue is precedent.when any leader starts pushing boundaries without clear constraints markets and institutions get uneasy fast. Power tests always matter more than personalities even when ppl focus on the noise" [X Link](https://x.com/Spybef0rey0ubuy/status/2010529423259586797) 2026-01-12T01:49Z [---] followers, [---] engagements "@MrCrypto3706 Markets price expectations not outcomes.a 90% prob just tells you positioning is crowded. If inflation data doesnt roll over clean repricing could be violent. This is where most ppl get caught leaning the same way" [X Link](https://x.com/Spybef0rey0ubuy/status/2010529626603597926) 2026-01-12T01:49Z [---] followers, [--] engagements "@Twan618 @MrCrypto3706 Exactly. When everyone agrees its bullish upside gets capped.the risk shifts to timing. If cuts arrive slower or inflation stays sticky markets dont drift lower they reprice fast. Thats where complacency usually breaks" [X Link](https://x.com/Spybef0rey0ubuy/status/2010529819008835604) 2026-01-12T01:50Z [---] followers, [--] engagements "@KINGKLC001 The idea is right.lower the pressure and focus on process. But most ppl miss that consistency isnt about the math its about risk control and not scaling mistakes. $10 a day only works if losses stay small when days go wrong. Discipline goals" [X Link](https://x.com/Spybef0rey0ubuy/status/2010530146558820774) 2026-01-12T01:51Z [---] followers, [----] engagements "@jenyart @KINGKLC001 Good math.but markets dont let you hack P and L. You can rename losses you cant compound them. Reality always settles the tab eventually" [X Link](https://x.com/Spybef0rey0ubuy/status/2010530630480929044) 2026-01-12T01:53Z [---] followers, [--] engagements "@RayT168 @kylewhitegoat Thats the part ppl miss.SOFI gets traded like a macro proxy not just a business. When fear hits fintech its the first to wear it even if peers barely move" [X Link](https://x.com/Spybef0rey0ubuy/status/2010531411003134167) 2026-01-12T01:56Z [---] followers, [--] engagements "@KobeissiLetter Big move.but late-stage momentum cuts both ways. When geo headlines drive the last push risk shifts to whos left to buy. Watching how it behaves near highs" [X Link](https://x.com/Spybef0rey0ubuy/status/2010531591182077994) 2026-01-12T01:57Z [---] followers, [--] engagements "@gmrfyd969 @KobeissiLetter Thats the right question.not too late or too early just wheres invalidation. Chasing highs usually hurts waiting for acceptance or a pullback keeps risk sane. FOMO is the real enemy here tbh" [X Link](https://x.com/Spybef0rey0ubuy/status/2010531781527896429) 2026-01-12T01:58Z [---] followers, [--] engagements "@silvertrade Huge headlines.but parabolic moves cut both ways. When geo fear drives vertical price follow-through matters more than the print. Watching if this holds once emotion cools a bit" [X Link](https://x.com/Spybef0rey0ubuy/status/2010532205144252811) 2026-01-12T02:00Z [---] followers, [---] engagements "@nasdaq19500 @TradingThomas3 .a [--] percent dump assumes policy fear outweighs liquidity and positioning. Markets can absorb noise but long-term damage only shows if Fed independence actually breaks. That line matters way more than the headline tbh" [X Link](https://x.com/Spybef0rey0ubuy/status/2010533243431670164) 2026-01-12T02:04Z [---] followers, [--] engagements "@BobbyFinanceX @WheelieInvestor Thats usually how it goes.strong runs need a pause to reset. Cooling off doesnt kill trends it just shakes out the late chasers" [X Link](https://x.com/Spybef0rey0ubuy/status/2010534242988724716) 2026-01-12T02:08Z [---] followers, [--] engagements "@WearStockJersey @Banana3Stocks Cyber supernova sounds fun.but markets still ask for confirmation. If momentum holds after the hype fades thats real strength. If not it was just a good story wrapped around a trade. Buyers decide" [X Link](https://x.com/Spybef0rey0ubuy/status/2010534534333526100) 2026-01-12T02:09Z [---] followers, [--] engagements "Markets dont correct on data alone they correct when confidence cracks. Questioning Fed independence isnt neutral. It raises risk widens uncertainty and pressures multiples. Political pressure + monetary policy = downside volatility. Does this finally trigger a correction or do bulls still push $SPY toward [---] https://twitter.com/i/web/status/2010559180399427658 https://twitter.com/i/web/status/2010559180399427658" [X Link](https://x.com/Spybef0rey0ubuy/status/2010559180399427658) 2026-01-12T03:47Z [---] followers, [--] engagements "Fridays Supreme Court vote delay caused an implied volatility crush and pushed SPY to new all-time highs near [---]. Overnight headlines involving Jerome Powell and the Department of Justice created a gap down from roughly [---] to [---]. With no meaningful catalysts today I am fading any bounce into Wednesdays Supreme Court decision. SPY 2dte puts $SPY $QQQ https://twitter.com/i/web/status/2010711057304846619 https://twitter.com/i/web/status/2010711057304846619" [X Link](https://x.com/Spybef0rey0ubuy/status/2010711057304846619) 2026-01-12T13:50Z [---] followers, [--] engagements "The U.S. trade deficit has dropped to its lowest level since [----] surprising analysts and suggesting potential market shifts. Investors should watch closely as this change could create opportunities by 2026" [X Link](https://x.com/Spybef0rey0ubuy/status/2010739466496061449) 2026-01-12T15:43Z [---] followers, [--] engagements "@vulturetrades What a ride A sharp spike could draw traders aiming for quick gains but volatility carries risks. It'll be interesting to see if this momentum holds or if a corrections coming. Stay tuned to trading volume and news updates" [X Link](https://x.com/Spybef0rey0ubuy/status/2010788004680646910) 2026-01-12T18:56Z [---] followers, [---] engagements "@vulturetrades That surge is definitely eye-catching but lets not forget volatility can be a double-edged sword. If you're jumping in consider profit-taking strategies and stop-loss orders. The hype around a meme stock can pop fastbut so can reality. Stay sharp and do your homework" [X Link](https://x.com/Spybef0rey0ubuy/status/2010788936264863919) 2026-01-12T19:00Z [---] followers, [---] engagements "@The_RockTrading Intriguing: $ORCL and $AMZN are shaking off skepticism to climb. Is this market sentiment turning overly optimistic or could this momentum be sustained longer term What do you think drives this confidence" [X Link](https://x.com/Spybef0rey0ubuy/status/2010796513233166344) 2026-01-12T19:30Z [---] followers, [---] engagements "@The_Snake_MGS @GarethSoloway flows matter more than narratives here. If shorts hang on too long covering can fuel one more push before anything real resets. Price usually forces capitulation first" [X Link](https://x.com/Spybef0rey0ubuy/status/2010805354574364974) 2026-01-12T20:05Z [---] followers, [--] engagements "@The_RockTrading Thank you for mentioning $Hims Its innovative approach to health and wellness continues to capture attention. What are your thoughts on their recent developments" [X Link](https://x.com/Spybef0rey0ubuy/status/2010807598510231713) 2026-01-12T20:14Z [---] followers, [--] engagements "@The_RockTrading Lol yeah.when everyones aware the move stops being about discovery and starts being about reaction. $CRWV still needs follow through once the noise clears" [X Link](https://x.com/Spybef0rey0ubuy/status/2010807656567750727) 2026-01-12T20:14Z [---] followers, [---] engagements "@Crowded_Mkt_Rpt Feels like everyones expecting it.which usually dulls the edge. When a pullback becomes consensus markets tend to frustrate before they comply. The timing is always the trap" [X Link](https://x.com/Spybef0rey0ubuy/status/2010808126799520045) 2026-01-12T20:16Z [---] followers, [---] engagements "@Crowded_Mkt_Rpt It's great to see those weekly insights returning. the COT data can really shift perspectives. Observing how positioning evolves after delays can reveal underlying sentiment shifts that may drive price action" [X Link](https://x.com/Spybef0rey0ubuy/status/2010808283817476271) 2026-01-12T20:17Z [---] followers, [---] engagements "@DDunrud @taylorkenneyitm @MoneyLevelsShow Thats a clean framework.holding conviction while rotating ratios removes emotion. The hard part is sticking to it when price moves tempt you to break rules" [X Link](https://x.com/Spybef0rey0ubuy/status/2010808701616316504) 2026-01-12T20:18Z [---] followers, [--] engagements "@Nostre_damus Maybe.but getting to triple digits usually isnt a straight line. The real test is who holds through the swings before the number ever prints" [X Link](https://x.com/Spybef0rey0ubuy/status/2010809168664699275) 2026-01-12T20:20Z [---] followers, [---] engagements "@BarbellFi It really is.boring consistency beats flashy timing. The hardest part isnt the math its staying patient while everyone else chases faster stories" [X Link](https://x.com/Spybef0rey0ubuy/status/2010810092803981393) 2026-01-12T20:24Z [---] followers, [--] engagements "@picklefingers38 @CDInewsletter Perhaps but even genuine regime changes still occur in waves rather than in straight lines. Trend is effective until positioning becomes crowded at which point price serves as a reminder of who is in charge" [X Link](https://x.com/Spybef0rey0ubuy/status/2010811055078064573) 2026-01-12T20:28Z [---] followers, [--] engagements "@Basssem666 Cheaper puts typically indicate risk hedging rather than direction pressing. The response there is more important than the level itself if $SPY returns to that area" [X Link](https://x.com/Spybef0rey0ubuy/status/2010812502322393548) 2026-01-12T20:33Z [---] followers, [---] engagements "@vandy_trades Clean levels.but CPI eve usually turns structure into noise. How $SPY behaves after the open matters more than the gaps especially with $VIX already leaning one way" [X Link](https://x.com/Spybef0rey0ubuy/status/2010817118791696650) 2026-01-12T20:52Z [---] followers, [--] engagements "@Leo_Traydes The math is real.time does most of the heavy lifting. The part ppl underestimate is sticking with it through long stretches when markets feel boring or scary" [X Link](https://x.com/Spybef0rey0ubuy/status/2010817347070636485) 2026-01-12T20:53Z [---] followers, [----] engagements "@t0mbfx That framing is honest.pressure warps decision making faster than bad strategy. The irony is once trading stops needing to work it usually starts working better" [X Link](https://x.com/Spybef0rey0ubuy/status/2010817924697575436) 2026-01-12T20:55Z [---] followers, [--] engagements "@The_RockTrading Indeed the formation of a diamond bottom can indicate potential bullish momentum. It will be interesting to see how $CRWV performs in the coming sessions. What are your predictions for its next move" [X Link](https://x.com/Spybef0rey0ubuy/status/2010818953442914622) 2026-01-12T20:59Z [---] followers, [---] engagements "@picklefingers38 @CDInewsletter I dont doubt the drivers.but parabolic moves to nonstop ATHs rarely hold without pauses. Even when the backdrop is real price usually needs to cool before it can keep going" [X Link](https://x.com/Spybef0rey0ubuy/status/2010819938831712616) 2026-01-12T21:03Z [---] followers, [--] engagements "Canadas TFSA is wild. No PDT rule no tax on gains full access to your money. As long as youre not running it like a day trading business its one of the most powerful trading accounts in the world. The only thing I think they are lagging in is $0 commission brokers but seem to be coming around with them from my understanding https://twitter.com/i/web/status/2010853231329792158 https://twitter.com/i/web/status/2010853231329792158" [X Link](https://x.com/Spybef0rey0ubuy/status/2010853231329792158) 2026-01-12T23:15Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Spybef0rey0ubuy Spy Before You Buy
Spy Before You Buy posts on X about liquidity, matter, sentiment, strong the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -76%
- [--] Month [-------] +341%
Mentions: [--] #
- [--] Week [---] +39%
- [--] Month [---] +63%
Followers: [---] #
- [--] Week [---] +29%
- [--] Month [---] +172%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks cryptocurrencies technology brands automotive brands countries exchanges celebrities fashion brands social networks
Social topic influence liquidity, matter, sentiment #831, strong, inflation, $spy #1158, in the, market, flow, $btc #3814
Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Bitcoin (BTC) Tesla, Inc. (TSLA) Iris Energy Limited (IREN) Microsoft Corp. (MSFT) Hims & Hers Health, Inc. (HIMS) RAI Finance (SOFI) Metadium (META) NVIDIA Corp. (NVDA) ZetaChain (ZETA) Rocket Lab USA, Inc. Common Stock (RKLB) Amazon.com, Inc. (AMZN) Strategy (MSTR) Ondas Holdings Inc. Common Stock (ONDS) Apple, Inc. (AAPL) UiPath, Inc. (PATH) Alphabet Inc Class A (GOOGL) Palantir Technologies Inc. (PLTR) Lemonade, Inc. (LMND) Convex Finance (CVX) Robinhood Markets, Inc. (HOOD) AST SpaceMobile, Inc. Class A Common Stock (ASTS)
Top Social Posts
Top posts by engagements in the last [--] hours
"@StockSavvyShay @fiscal_ai Not a fan of $MELI Yes the business keeps getting bigger but not better. Rising costs shrinking margins and a credit arm that adds risk not value. The low multiple isnt a bargain its a warning"
X Link 2025-12-20T14:47Z [---] followers, [----] engagements
"@LEAPTRADER_ If Im picking the cheapest entry with the biggest upside its $ROOT. Tiny expectations improving unit economics and an insurance model that finally scales = optionality most people are ignoring"
X Link 2025-12-21T18:27Z [--] followers, [---] engagements
"@CaesarCapitalz $FLNC grid-scale energy storage demand keeps accelerating backlog visibility is improving and the chart looks ready for continuation if volume follows = aaaaaaiiiiiiiieeeee"
X Link 2025-12-21T21:36Z [----] followers, [--] engagements
"@StockPrinter @commonsenseplay Up 32% in [--] months still down 80% from highs and trading at compressed multiples. Thats recovery not euphoria"
X Link 2025-12-22T13:36Z [---] followers, [--] engagements
"@Gubloinvestor $NOW enterprise AI with real budgets sticky mission-critical workflows recurring revenue and pricing power. Not hype-driven not optional. Companies dont turn it off"
X Link 2025-12-23T13:59Z [---] followers, [--] engagements
"If $FISV clears $70 this gets interesting fast. Recent dumps were noise not damage. Quality names shake out weak hands first"
X Link 2025-12-23T14:11Z [---] followers, [---] engagements
"@DeFiTracer Japan hiking is real. $500B dump guaranteed is where the fear trade sneaks in"
X Link 2025-12-23T15:08Z [---] followers, [---] engagements
"@himshouse Markets love growth until they decide they want profits"
X Link 2025-12-23T15:13Z [---] followers, [----] engagements
"@MentoviaX 196-200 by EOY Bold but with this breakout and MACD cross I'm thinking Santa might deliver [---] early $NVDA never disappoints the bulls"
X Link 2025-12-24T00:23Z [---] followers, [--] engagements
"@cptgrumpus @haugejostein This works until dealer hedging matters beyond just price action"
X Link 2025-12-24T15:13Z [---] followers, [--] engagements
"@RNTB69 @NoLimitGains Crypto degens cashing out into gold while stocks moon Classic rotation. Who needs the Fed when we've got the ultimate canary: crypto bros"
X Link 2025-12-24T15:16Z [--] followers, [--] engagements
"@ColinBrazierTV @GaryR59112775 Fair point but dealer hedging matters as the regime changes"
X Link 2025-12-24T15:18Z [---] followers, [--] engagements
"@bdinvestingg Nice pump13.85% weekly gains and $20+ on $ZETA. Marigold's still sprinkling that magic. But enjoy the victory lap while it lasts. markets love a post-holiday hangover. Exit target"
X Link 2025-12-26T19:55Z [----] followers, [---] engagements
"@BullTheoryio Is this a metals bull market or a fiat confidence problem"
X Link 2025-12-26T20:03Z [----] followers, [----] engagements
"@Gubloinvestor HIMS = volatility fuel. NOVO = slow and steady. Your risk tolerance picks for you"
X Link 2025-12-26T20:03Z [----] followers, [--] engagements
"@StockChaser_ Conviction is great but generational usually comes after capitulation not during support tests"
X Link 2025-12-26T20:05Z [----] followers, [---] engagements
"@Smartnetworth1 The most boring strategy usually wins the longest"
X Link 2025-12-26T20:07Z [----] followers, [---] engagements
"@moninvestor Concentration cuts both ways trimming winners is discipline not doubt. The real question is whether the new adds can outperform the opportunity cost of what you sold"
X Link 2025-12-26T20:07Z [----] followers, [---] engagements
"@TheRonnieVShow Strong conviction but markets love revisiting never coming back levels. The real signal is holding after the breakout not the claim before it"
X Link 2025-12-26T20:08Z [----] followers, [---] engagements
"@shanaka86 GDP up with flat real incomes isnt prosperity its capital efficiency. Growth didnt disappear it just stopped needing labor"
X Link 2025-12-26T20:11Z [---] followers, [----] engagements
"Volume today was paper thin while indicators scream overbought. Santa Rally looks tired Could be the top or momentum squeezes higher for another [--] sessions into [----]. Either way: risk management predictions"
X Link 2025-12-26T21:44Z [----] followers, [--] engagements
"@cptgrumpus @haugejostein This works until dealer hedging matters beyond just price action"
X Link 2025-12-27T21:35Z [---] followers, [--] engagements
"@ColinBrazierTV @GaryR59112775 Fair point but dealer hedging matters as the regime changes"
X Link 2025-12-27T21:39Z [---] followers, [--] engagements
"@GooseHonks @EricLDaugh Most miss that gamma exposure matters beyond just price action"
X Link 2025-12-28T01:02Z [--] followers, [--] engagements
"$72 TRILLION. Thats the size of the U.S. stock market right now. Bigger than every major developed market combined. Nasdaq doubled in under [--] years. NYSE added $10T. Question isnt if this matters its how sustainable is it $SPY $QQQ $VOO"
X Link 2025-12-28T16:44Z [---] followers, [--] engagements
"@AlbertaSask @Kotyjo @MarkJCarney Canadas support for Ukraine isnt charityits geopolitical insurance. If autocracy wins there we pay later"
X Link 2025-12-28T16:48Z [---] followers, [--] engagements
"@QualityInvest5 [--] straight quarters of 30%+ revenue growth isnt just rareits statistical defiance. $MELI isnt compounding its compounding legend"
X Link 2025-12-28T16:50Z [---] followers, [---] engagements
"@nataninvesting 15% EPS growth in [----] while trading at a discount to $AAPL and $TSLA $PYPLs narrative is broken but the math isnt"
X Link 2025-12-28T16:51Z [---] followers, [---] engagements
"@samsolid57 @wealthmatica Step [--] is where conviction meets patience. Most investors flinch before the payoff. $ZETA rewards the ones who dont"
X Link 2025-12-28T16:53Z [---] followers, [---] engagements
"@ZaStocks $RKLB built a base for monthsclassic launchpad behavior. Now everyones just waiting for the SpaceX IPO to remember the rest of the space sector exists"
X Link 2025-12-28T16:55Z [---] followers, [---] engagements
"@Ashton_1nvests Buying $AMZN long-term is like planting redwoods. Takes patience but the shades generational"
X Link 2025-12-28T16:56Z [---] followers, [---] engagements
"@TheTechInvest $IREN: down 50% after a hyperscaler deal but still priced like the market forgot what AI eats for breakfast"
X Link 2025-12-28T16:58Z [--] followers, [---] engagements
"@NFTLunatic $PATH isnt just automationits compounding intelligence. That flywheel turns every workflow into a moat"
X Link 2025-12-28T16:59Z [---] followers, [--] engagements
"@TrendSpider Insiders buying multi-year wedge brand still iconic. RSI divergence flashing green. Starting a position in $NKEbecause bottoms are where legends begin"
X Link 2025-12-28T17:08Z [--] followers, [----] engagements
"@KMISglobal @TheTechInvest $IRENs chart says 'pivot' insiders say 'wait for hyperscaler 2.0' and AI says 'feed me compute.' Markets asleep but the setup isnt"
X Link 2025-12-28T19:19Z [---] followers, [---] engagements
"@nGiStrategy Worth noting that liquidity matters when conditions shift"
X Link 2025-12-28T21:01Z [---] followers, [--] engagements
"@enrichtrades $AFRM setting up like a coiled spring. Break $79 and its game on. But volume needs to confirmno fuel no fire"
X Link 2025-12-29T03:20Z [---] followers, [--] engagements
"@CapexAndChill Everyones quoting GMV but the moat is in the micro. MELIs underwriting edge + logistics activation = Brazils economic OS. Markets still pricing it like a retailer"
X Link 2025-12-29T03:22Z [--] followers, [---] engagements
"@FransBakker9812 500MW in [--] months with 80kW racks and minimal labor Thats not just speedits capex discipline meets execution alpha. $IRENs ops team deserves a valuation multiple of its own"
X Link 2025-12-29T03:22Z [---] followers, [---] engagements
"@pdicarlotrader BX signal nailed the move but $SOFIs risk/reward now feels stretched. Unless youre modeling [----] upside chasing here is momentum not conviction"
X Link 2025-12-29T03:25Z [---] followers, [---] engagements
"@kylewhitegoat $SOFIs not just growingits compounding across lending tech and financial services. Full-stack platform + first-party credit data + Gen Z loyalty = a flywheel legacy banks cant replicate. Top [--] isnt hypeits trajectory"
X Link 2025-12-29T03:28Z [---] followers, [----] engagements
"@JM_Investment0 $DLO isnt just moving moneyits moving markets others wont touch. 50% YoY growth asset-light scale and a moat in frontier payments. Fintech Indiana Jones with margin expansion"
X Link 2025-12-29T03:30Z [--] followers, [---] engagements
"@MitchMartan98 $PATH at $11 is dreamers math. At $16 its still asymmetrical if execution holds. Beat-and-raise next quarter and youre chasing it at $20+. Risk/reward skews nownot later"
X Link 2025-12-29T03:31Z [--] followers, [---] engagements
"@PalantirOg $PLTR isnt AWSits still selling AI consulting with a defense wrapper. 150% YTD is great but 400x P/E on $1B quarterly rev Thats not indispensable thats priced like it cured latency. Execution matters but valuation gravity always wins IMO"
X Link 2025-12-29T03:33Z [---] followers, [---] engagements
"Most people will miss what this chart is showing. I didnt predict anything. I just listened to my indicator and stayed with the trend. Nearly [--] points on $SPY. The rest is noise. 👀 $SPY $QQQ $VOO"
X Link 2025-12-29T03:45Z [---] followers, [---] engagements
"@kaitduffy $SPY trend still up Thats classic grind behavior. No blow-off top no breakdown. Just steady melt-up. Until liquidity dries or earnings disappoint the path of least resistance is higher"
X Link 2025-12-29T03:49Z [---] followers, [---] engagements
"@Jake__Wujastyk $SPY trend still up Thats classic grind behavior. No blow-off top no breakdown. Just steady melt-up. Until liquidity dries or earnings disappoint the path of least resistance is higher"
X Link 2025-12-29T03:49Z [---] followers, [--] engagements
"@zachstonks $SPY trend still up Thats classic grind behavior. No blow-off top no breakdown. Just steady melt-up. Until liquidity dries or earnings disappoint the path of least resistance is higher"
X Link 2025-12-29T03:50Z [---] followers, [--] engagements
"@vandy_trades $SPY trend still up Thats classic grind behavior. No blow-off top no breakdown. Just steady melt-up. Until liquidity dries or earnings disappoint the path of least resistance is higher"
X Link 2025-12-29T03:50Z [---] followers, [--] engagements
"@ThiccTeddy $SPY trend still up Thats classic grind behavior. No blow-off top no breakdown. Just steady melt-up. Until liquidity dries or earnings disappoint the path of least resistance is higher"
X Link 2025-12-29T03:51Z [---] followers, [---] engagements
"@sparkle6193920 $SPY trend still up Thats classic grind behavior. No blow-off top no breakdown. Just steady melt-up. Until liquidity dries or earnings disappoint the path of least resistance is higher"
X Link 2025-12-29T03:51Z [---] followers, [---] engagements
"Santa Rally math is simple: Last [--] trading days of December + first [--] of January Historically 79% positive Average SPY gain 1.3% Last week: SPY pushed higher VIX fell to the low 13s That combo usually points to a grind higher into New Years week not a selloff. Script flips if VIX breaks and holds ABOVE [----] Below that = bullish drift Above that = volatility regime change Bias until then: UP #SPY #VIX #SantaRally #OptionsTrading https://twitter.com/i/web/status/2005658623020818833 https://twitter.com/i/web/status/2005658623020818833"
X Link 2025-12-29T15:14Z [--] followers, [--] engagements
"@DividendTalks $LIN stands out. Near 52-week lows but still compounding quietly. High margins global moat and industrial tailwinds. Not sexy just solid"
X Link 2025-12-30T01:27Z [---] followers, [----] engagements
"@TheProfInvestor $NKEs in the anger stage but brand strength + margin reset = setup for a [----] rebound. China drag priced in dividend raised expectations low"
X Link 2025-12-30T01:31Z [--] followers, [----] engagements
"@TrendSpider Most folks chase breakouts not bases. Buying quality off the 200-week SMA is boring brilliance"
X Link 2025-12-30T01:33Z [--] followers, [---] engagements
"@HyperAICapital 0.016% isnt a red flagbut timing matters. If the CEOs trimming while retails chasing thats worth watching"
X Link 2025-12-30T01:36Z [--] followers, [----] engagements
"@NetWorthNotes Everyone wants AI. Nobody wants insurance. Thats why $OSCR at $14 might be the sleeper of 2026"
X Link 2025-12-30T01:38Z [--] followers, [---] engagements
"@DividendTalks $MU. Cycles dont diethey compound. Memory demands quietly surging while supply discipline holds. Retails early not wrong"
X Link 2025-12-30T01:40Z [--] followers, [---] engagements
"@Zac_Markovich Agree. TL rejection was textbook but volumes light RSI reset and macros not hostile. QQQs still riding tech momentumpullbacks just fuel. Same goes for $SPY"
X Link 2025-12-30T01:42Z [---] followers, [--] engagements
"$FISV That selloff didnt make sensefundamentally or technically. Price held key support sellers showed exhaustion and a BUY signal fired. Risk is clearly defined below last weeks base (stop). Upside: a clean snap-back to the prior range. Taking a swing position here. Will average once near support only if price allows. Otherwise let it work. Risk opinion. Always https://twitter.com/i/web/status/2006068364872180148 https://twitter.com/i/web/status/2006068364872180148"
X Link 2025-12-30T18:22Z [---] followers, [---] engagements
"TransMedics isnt just selling machinesits building the FedEx of organ transplants. Every delivery is life-or-death margins are defensible and the moat is FDA-approved. While others chase moonshots $TMDX is quietly scaling a logistics empire inside healthcares most urgent niche. https://twitter.com/i/web/status/2006386538528301481 https://twitter.com/i/web/status/2006386538528301481"
X Link 2025-12-31T15:26Z [--] followers, [---] engagements
"MSCI keeping $MSTR in its indexes is a big deal. Institutional flows stay intact leverage to BTC remains. Thats exactly why Im bullish on my $MSTX position. TradFi exposure + Bitcoin momentum = fuel. $BTC $MSTU"
X Link 2026-01-06T21:21Z [---] followers, [---] engagements
"MSCI keeping $MSTR in its indexes is a big deal. Institutional flows stay intact leverage to BTC remains. Thats exactly why Im bullish on my $MSTX position. TradFi exposure + Bitcoin momentum = fuel. $BTC $MSTU"
X Link 2026-01-06T21:24Z [--] followers, [---] engagements
"$SOFI stock sinks 8% after BofA underperform call; dilution and Jan. [--] earnings in focus - Initial reaction matters but confirmation comes at the open. #AfterHours #MarketUpdate http://ts2.tech http://ts2.tech"
X Link 2026-01-06T23:11Z [--] followers, [---] engagements
"@zerohedge Soft NFP miss but UER surprise lower = dovish skew. Markets pricing less growth fear more soft-landing hope. Equities like this combo. Risk-on into the weekend"
X Link 2026-01-09T13:49Z [---] followers, [---] engagements
"@jordanfogel Exactly. Most people obsess over win rate and ignore expectancy. A system with a 40% win rate can outperform one with 70% if risk/reward is right. Trading isnt prediction its probability management"
X Link 2026-01-10T13:18Z [---] followers, [--] engagements
"@LEAPTRADER_ The moment trading feels exciting risk is probably mismanaged. Progress shows up in the logbook not the dopamine"
X Link 2026-01-10T13:23Z [---] followers, [--] engagements
"@kylewhitegoat If anything a cap could reduce competition. Smaller lenders disappear funding tightens and scale + underwriting discipline matter more. SOFI is better positioned than most"
X Link 2026-01-10T13:24Z [---] followers, [---] engagements
"@kylewhitegoat Demand doesnt disappear it reallocates. If consolidation tightens capital flows to adjacent credit needs. Platforms with underwriting + balance sheet flexibility survive"
X Link 2026-01-10T13:26Z [---] followers, [---] engagements
"@StockSavvyShay @BillAckman @realDonaldTrump Weve seen this movie before. Credit controls shrink access first then push borrowers into higher-cost shadow lending. Intentions outcomes"
X Link 2026-01-10T13:27Z [---] followers, [---] engagements
"@CryptoNobler Not quite QE. Liquidity injections balance sheet expansion. This looks more like short-term funding support than a regime shift"
X Link 2026-01-10T13:33Z [---] followers, [---] engagements
"@SoJustFollowMe @RayDalio @ptj_official Institutional ownership alone isnt a thesis. Entry prices position sizing time horizon and hedging matter more than the names on the cap table"
X Link 2026-01-10T13:35Z [---] followers, [---] engagements
"@RealJimRickards Gold moving doesnt automatically imply weakness. It often reflects global demand shifts arbitrage and reserve management not capital flight from the U.S"
X Link 2026-01-10T13:36Z [---] followers, [----] engagements
"@himshouse Big distribution win but access doesnt automatically equal margin expansion. Pricing power adherence and reimbursement dynamics will matter more than headlines"
X Link 2026-01-10T13:37Z [---] followers, [---] engagements
"@Mr_Derivatives Coiled setups look great confirmation is the difference. Id want acceptance above $91 with volume before chasing a gap narrative"
X Link 2026-01-10T13:41Z [---] followers, [---] engagements
"@KrisPatel99 Flat price after massive gains often says more about digestion than disbelief. NVDA may be consolidating expectations while capital chases the next marginal dollar of growth elsewhere. Rotation doesnt mean rejection"
X Link 2026-01-10T13:41Z [---] followers, [---] engagements
"@SoJustFollowMe @RayDalio @ptj_official Plenty of losers outperform for long stretches. Plenty of smart money underperforms quietly. Process beats posturing"
X Link 2026-01-10T13:49Z [---] followers, [---] engagements
"@stocksncrypto26 @DevotedDividend Agreestellar fundamentals but the premium feels baked in. Waiting for a pullback or a macro wobble to pounce"
X Link 2026-01-10T14:06Z [---] followers, [--] engagements
"Happy to. Over the last [----] years SPIVA scorecards consistently show 6585% of active large-cap managers underperform the S&P [---] on a rolling basis after fees despite superior access to capital research teams and information flow. That highlights an important distinction: institutional ownership isnt a thesis. Scale introduces constraints mandates liquidity benchmark risk and career risk all of which limit timing sizing and exits. Alpha doesnt come from names on a 13F. It comes from process risk control time horizon alignment and execution discipline areas where large institutions are often"
X Link 2026-01-10T14:15Z [---] followers, [---] engagements
"Capital flight usually shows up in FX stress rising yields falling reserves and forced liquidation none of which were seeing at scale. Gold exports can rise due to price arbitrage refinery flows ETF/redemption mechanics and central-bank rebalancing. The U.S. doesnt even hold gold as a primary settlement asset in trade. If this were true capital flight the dollar wouldnt be near cycle highs and real rates wouldnt look like this. Respectfully gold moving capital fleeing. https://twitter.com/i/web/status/2010022833716330804 https://twitter.com/i/web/status/2010022833716330804"
X Link 2026-01-10T16:16Z [---] followers, [--] engagements
"@outthered $SOFI is building a low-cost tech-first bank with real operating leverage. If execution holds top-tier bank status over time isnt crazy and enough scale makes SPY inclusion a mechanical tailwind not hype"
X Link 2026-01-10T16:39Z [---] followers, [--] engagements
"@Budgetdog_ Financial education helps but money never gets easy. Discipline time and behavior matter more than knowledge. Compounding works best for people who can stick with it through boredom drawdowns and mistakes. The foundation isnt just math its temperament"
X Link 2026-01-10T18:26Z [---] followers, [---] engagements
"@TheSkayeth +90% moves dont happen without real demand but signals work best in context. Whale accumulation explains momentum while RSI divergence usually argues for digestion not trend death. If the green holds its consolidation. If it breaks thats when risk shifts"
X Link 2026-01-10T18:28Z [---] followers, [---] engagements
"@itschrisray Thats a good problem to have. When leaders run position sizes drift trimming or adding cash is often the disciplined move not chasing. Watching $LMND at these levels makes sense but patience usually pays more than perfect timing. Strong start to the year"
X Link 2026-01-10T18:29Z [---] followers, [--] engagements
"@JM_Investment0 Solid list but worth flagging different risk profiles here. $ZETA is a fundamentals + execution story $PATH is still about adoption and patience and $MOH is a classic sentiment/turnaround trade. As long as position sizing matches the thesis the logic tracks"
X Link 2026-01-10T18:30Z [---] followers, [---] engagements
"@GodsBurnt Big target but flags dont invalidate risk. Silver needs a clean breakout and acceptance above prior resistance before extrapolating $100+ moves. Until then its a volatility trade not a guarantee. Conviction works best when its paired with levels"
X Link 2026-01-10T18:30Z [---] followers, [---] engagements
"The comparison gets attention but context matters. Todays market has higher margins global scale and different sector weights than [--] while debt and rates change the risk profile in other ways. Elevated Shiller P/E signals lower future returns not a clock on an imminent crash. https://twitter.com/i/web/status/2010056751840702960 https://twitter.com/i/web/status/2010056751840702960"
X Link 2026-01-10T18:30Z [---] followers, [---] engagements
"@DividendTalks Good breakdown. The key is second-order effects. A hard cap would likely tighten credit availability and shift risk to fees which could blunt the more spending angle. Lenders feel it first networks last consumers somewhere in between"
X Link 2026-01-10T18:32Z [---] followers, [---] engagements
"The risk-pricing argument is valid but it assumes static behavior. In practice lenders would reprice via fees tighten underwriting shorten durations and push balances toward secured or BNPL-style products. Credit wouldnt disappear it would change form. The real damage is uneven: subprime access shrinks fastest while prime borrowers barely notice. https://twitter.com/i/web/status/2010057843383132616 https://twitter.com/i/web/status/2010057843383132616"
X Link 2026-01-10T18:35Z [---] followers, [---] engagements
"@TheBigDegen Big target hike but price targets arent catalysts by themselves. $IREN still trades on execution hash rate growth power costs and BTC price do the heavy lifting. [----] could be strong but the path there matters more than the headline"
X Link 2026-01-10T18:38Z [---] followers, [---] engagements
"The framework makes sense but its doing a lot of work. Multiple expansion assumes sustained AI-infra perception and clean execution on power capex and utilization. That can drive upside but it also compresses fast if sentiment shifts. 150200% isnt impossible it just requires fundamentals to keep catching up to the narrative not just riding it. https://twitter.com/i/web/status/2010058729304031343 https://twitter.com/i/web/status/2010058729304031343"
X Link 2026-01-10T18:38Z [---] followers, [--] engagements
"@TheSkayeth Signals can point to accumulation but context still rules. If the gap fills and holds while volume stays constructive thats strength. If not the whale narrative weakens fast. Levels matter more than labels"
X Link 2026-01-10T18:39Z [---] followers, [---] engagements
"@DevotedDividend High distributions high returns. $QQQIs payout is driven by options + return of capital income can look smooth while NAV does the work underneath. It can fit an income goal but no decay depends on how total return stacks up over a full cycle"
X Link 2026-01-10T18:40Z [---] followers, [---] engagements
"@davidbateman Long history helps but silver still trades in cycles not destiny. Math and macro can justify a bull case yet timing and opportunity cost matter. Being early for years feels the same as being wrong in markets"
X Link 2026-01-10T18:40Z [---] followers, [---] engagements
"@cryptogoos Its constructive but context matters. Large players can hedge scale in or front-run liquidity whale activity supports the tape but confirmation still comes from follow-through in price volume and funding"
X Link 2026-01-10T18:40Z [---] followers, [--] engagements
"@0xLofty The rhyme is interesting but cycles arent templates. Market structure liquidity ETFs and macro conditions are very different this time. History can frame expectations it shouldnt be used as a countdown clock"
X Link 2026-01-10T18:41Z [---] followers, [---] engagements
"@TheValueTrade AMD gets interesting as expectations reset. The buy matters less than the why margins data center mix and competitive response to NVDA will decide whether cheap is value or just lower growth priced in"
X Link 2026-01-10T18:41Z [---] followers, [--] engagements
"@The_AI_Investor The scale is undeniable but cost curves dont exist in a vacuum. [--] lower cost per token only matters if demand keeps compounding and customers dont diversify vendors for resilience and leverage. NVIDIAs lead is real; inevitability is the part markets tend to overprice"
X Link 2026-01-10T18:42Z [---] followers, [--] engagements
"Solid list it spans a few very different regimes. Youve got early-cycle infra ($OKLO $RKLB) AI/software scale plays ($AMD $PATH $DUOL) fintech risk/reward ($SOFI $LMND $PLMR) and higher-vol growth ($EOSE $BE $XPEV). For [----] execution and balance sheets will matter more than narratives. Id watch who can turn demand into free cash flow not just revenue growth. https://twitter.com/i/web/status/2010059741666414752 https://twitter.com/i/web/status/2010059741666414752"
X Link 2026-01-10T18:42Z [---] followers, [---] engagements
"@King0ftheCharts Appreciate the caveat thats how EW should be framed. Expanded flats are tricky and gold tends to invalidate counts fast when momentum shifts. Until a lower low confirms wave C this is still a risk-managed hypothesis not a forecast"
X Link 2026-01-10T18:44Z [---] followers, [---] engagements
"@TrendSpider Thats the difference between conviction and a value trap. If margins and engagement stabilize the dip buyers look smart. If not price is just reflecting a slower-growth reality"
X Link 2026-01-10T18:44Z [---] followers, [---] engagements
"The growth inflection is real but expectations are doing a lot of lifting here. Revenue acceleration and a large pipeline matter yet execution margins and cash burn will decide whether this is a breakout or a volatility spike. Big opportunity but the path matters as much as the promise. https://twitter.com/i/web/status/2010060263593058539 https://twitter.com/i/web/status/2010060263593058539"
X Link 2026-01-10T18:44Z [---] followers, [---] engagements
"@TheSkayeth Past moves make a good story but signals only matter this time if they confirm in price and volume. If the green shows up and holds thats actionable. Until then its anticipation not confirmation"
X Link 2026-01-10T18:45Z [---] followers, [---] engagements
"@BladeDefi Seasonality helps but any alts is how people round-trip gains. Liquidity relative strength and narratives matter more than the calendar. Timing works best when its paired with selectivity"
X Link 2026-01-10T18:46Z [---] followers, [---] engagements
"@CryptoNobler If true its supportive but not a straight line higher. A 50bps cut would signal growth or stress concerns and markets usually care why cuts happen as much as that they happen. For crypto liquidity helps but macro context still drives follow-through"
X Link 2026-01-10T18:46Z [---] followers, [---] engagements
"@danielisdizzy That divergence is the real story. AI-driven productivity can lift headline GDP even as labor share weakens growth without broad employment gains isnt historically rare but it does change how durable the expansion really is. The mix matters more than the number"
X Link 2026-01-10T18:47Z [---] followers, [--] engagements
"@RoryFitz11 @Mr_Derivatives Its not that technicals are meaningless its that strong macro forces can overwhelm them. When liquidity rates or policy shifts carry real weight price can ignore clean trendlines until the macro impulse exhausts"
X Link 2026-01-10T18:47Z [---] followers, [--] engagements
"@Mrhigh611 @Mr_Derivatives The structure does look constructive but $BABA trades as much on policy and sentiment as on the chart. Higher highs and lows help yet follow-through still depends on China risk margins and capital return credibility. Clean trend fragile catalyst set"
X Link 2026-01-10T18:48Z [---] followers, [--] engagements
"@CarlosMValero @Mr_Derivatives The break is constructive but confirmation matters. Holding above the former trendline and staying inside the channel on pullbacks is the tell. If it does prior measured moves are in play if not its just another false breakout in a policy-sensitive name"
X Link 2026-01-10T18:48Z [---] followers, [--] engagements
"FREE TradingView Indicator Backtested with a 73% win rate. Works across all securities: stocks forex crypto and indices including $SPY $QQQ $BTC and $NVDA. Like repost and comment FREE for access. Follow required to maintain free access"
X Link 2026-01-11T13:29Z [---] followers, [---] engagements
"Canadas underperformance is real but its not a single-policy story. Housing inflation reflects zoning constraints immigration levels and years of underbuilding; income gaps reflect productivity sector mix and capital investment trends that predate the current government. Bad policy can worsen outcomes but structural issues compound over decades. Simplifying it to one side destroyed the country misses why fixing it is so hard. https://twitter.com/i/web/status/2010437160424427525 https://twitter.com/i/web/status/2010437160424427525"
X Link 2026-01-11T19:42Z [---] followers, [--] engagements
"@BladeDefi Maybe but narratives lag data. Institutions accumulate through custody ETFs and OTC desks over time not headlines. The real signal isnt who bought its whether price liquidity and follow-through confirm accumulation"
X Link 2026-01-11T19:43Z [---] followers, [--] engagements
"Japan is a real macro risk but not a next-week crash trigger. Rising JGB yields reflect normalization from extreme suppression with debt mostly domestically held and the BOJ still pacing the adjustment. Yen carry trades have been unwinding gradually for months without disorderly funding stress and true systemic breaks show up first in funding and cross-currency markets not sudden headline collapses. https://twitter.com/i/web/status/2010438190973309175 https://twitter.com/i/web/status/2010438190973309175"
X Link 2026-01-11T19:46Z [---] followers, [----] engagements
"That assumes a level of coordination markets rarely deliver. Court rulings can move sentiment but they dont mechanically crash markets prices respond to earnings liquidity and positioning. Oil and silver spike for supply/demand and macro reasons not as levers pulled to unwind fiat or carry trades. Big moves usually come from mispricing and leverage not grand plans. https://twitter.com/i/web/status/2010438343369093594 https://twitter.com/i/web/status/2010438343369093594"
X Link 2026-01-11T19:47Z [---] followers, [--] engagements
"Japan has real structural problems but insolvent isnt accurate. Debt is largely domestic maturities are long and the BOJ still controls funding conditions. Rice prices and demographics highlight inflation and growth constraints not imminent collapse. A weak yen vs. gold reflects policy choices and global rates not a dead system slow erosion and managed adjustment is far more likely than a sudden end. https://twitter.com/i/web/status/2010438544154902590 https://twitter.com/i/web/status/2010438544154902590"
X Link 2026-01-11T19:47Z [---] followers, [---] engagements
"The math checks but parabolic assumptions are where risk creeps in. Silver rarely compounds gains symmetrically volatility expands but pullbacks deepen too. Past % moves show whats possible not whats probable. A run to $100+ would almost certainly invite positioning resets before another leg not a clean extrapolation. https://twitter.com/i/web/status/2010438701609083382 https://twitter.com/i/web/status/2010438701609083382"
X Link 2026-01-11T19:48Z [---] followers, [---] engagements
"That alignment does matter multi-timeframe trend agreement usually supports continuation. The caveat is that when daily and lower timeframes are all bullish silver often pauses to reset momentum before pushing higher. Confirmation is strongest if pullbacks stay shallow and volume expands on the next impulse. https://twitter.com/i/web/status/2010439131604693264 https://twitter.com/i/web/status/2010439131604693264"
X Link 2026-01-11T19:50Z [---] followers, [--] engagements
"@PaveloBreit @TheSqeakyMouse Mixed sentiment helps but rebalancing flows are short-lived. The real fuel for a rapid move is follow-through: expanding volume momentum holding on pullbacks and buyers stepping up after the rebalance. Without that perfect conditions can fade quickly"
X Link 2026-01-11T19:50Z [---] followers, [--] engagements
"@TheBubbleBubble widely telegraphed rebalances tend to be absorbed ahead of time. Any real impact usually shows up as short-term noise not a trend change. What matters more is how gold and silver trade after the rebalance not the event itself"
X Link 2026-01-11T19:53Z [---] followers, [---] engagements
"Its likely much of the rebalance is priced in agreed large managers plan these flows well in advance. But index mechanics dont negate volatility and never before supply-demand claims tend to overreach. If fundamentals are truly that strong the proof will be how price behaves after the rebalance not the certainty of the narrative. https://twitter.com/i/web/status/2010439992749777195 https://twitter.com/i/web/status/2010439992749777195"
X Link 2026-01-11T19:53Z [---] followers, [--] engagements
"Big upside is possible but stacking extreme assumptions compounds risk. A rapid ratio collapse $100+ silver in weeks and a simultaneous market crash all require perfect alignment of liquidity positioning and physical stress. Historically silver spikes come after resets and volatility not straight through them. Thin markets exaggerate moves both up and down which makes timing far harder than targets suggest. https://twitter.com/i/web/status/2010440124111212702 https://twitter.com/i/web/status/2010440124111212702"
X Link 2026-01-11T19:54Z [---] followers, [---] engagements
"Momentum can compress time on the way up but resistance doesnt disappear just because price clears a level. Moves from $6k to $7k would still need sustained liquidity real-rate support and follow-through acceleration happens but it usually comes after digestion not instead of it. https://twitter.com/i/web/status/2010440233263813019 https://twitter.com/i/web/status/2010440233263813019"
X Link 2026-01-11T19:54Z [---] followers, [--] engagements
"JPMs holdings matter at the margin but they dont set global silver prices. The market is driven by futures positioning industrial demand recycling and real rates not a single balance sheet. Even large holders tend to hedge and lease rather than decide direction outright. Supply/demand tightness shows up in spreads and premiums long before any one player becomes decisive. https://twitter.com/i/web/status/2010440423597277405 https://twitter.com/i/web/status/2010440423597277405"
X Link 2026-01-11T19:55Z [---] followers, [--] engagements
"Busy week but outcomes wont be uniform. CPI and retail sales set the macro tone earnings decide dispersion. $MS lives or dies on trading + investment banking momentum while $COFs risk is more policy uncertainty than immediate fundamentals. Volatility favors selectivity not broad bets. https://twitter.com/i/web/status/2010440801952604634 https://twitter.com/i/web/status/2010440801952604634"
X Link 2026-01-11T19:56Z [---] followers, [--] engagements
"@rapture417 @Speculator_io That analogy works but it cuts both ways. Late-cycle IPOs often signal peak optimism yet markets can stay euphoric longer than expected. The risk isnt leaving too early its staying without an exit plan once the lights start coming up"
X Link 2026-01-11T19:57Z [---] followers, [--] engagements
"Those IPOs actually did have consequences just not instantly. Uber Airbnb and DoorDash didnt crash the market but they marked a shift toward supply-heavy listings where returns lagged multiples compressed and insiders distributed over time. IPOs dont cause tops overnight; they often signal a regime change where upside gets harder and dispersion rises. https://twitter.com/i/web/status/2010441149912154331 https://twitter.com/i/web/status/2010441149912154331"
X Link 2026-01-11T19:58Z [---] followers, [--] engagements
"@cryptogems555 Maybe but altseasons dont start on slogans. They start when BTC dominance rolls over liquidity expands and alts show sustained relative strength. Until that confirms being not bullish enough can just mean being disciplined"
X Link 2026-01-11T19:58Z [---] followers, [--] engagements
"Possibly laggards can turn into leaders if the reason for underperformance starts to resolve. The key question is whether its lagging due to sentiment and positioning or because fundamentals havent improved yet. Without a catalyst laggards often stay laggards longer than expected. https://twitter.com/i/web/status/2010441620039098823 https://twitter.com/i/web/status/2010441620039098823"
X Link 2026-01-11T20:00Z [---] followers, [--] engagements
"Its mostly a function of past profitability and capital discipline not current momentum. Tesla generated enormous free cash flow during peak auto margins (20202023) raised equity at very high valuations runs low inventory and spends less on traditional advertising and dealers. Cash is backward-looking; valuation is forward-looking. The tension youre pointing out is real if auto margins stay compressed and non-auto revenue doesnt scale that cash pile stops growing and starts getting re-rated. https://twitter.com/i/web/status/2010441897559441530"
X Link 2026-01-11T20:01Z [---] followers, [--] engagements
"Thats a fair point higher rates quietly padded earnings via interest income. As funding rates fall that tailwind fades and forces companies to lean back on operating growth and margins. For $SPX that means the quality of earnings matters more than the headline numbers going forward. https://twitter.com/i/web/status/2010441994670407887 https://twitter.com/i/web/status/2010441994670407887"
X Link 2026-01-11T20:01Z [---] followers, [--] engagements
"Calling $CVX the $NVDA of oil because of Venezuela upside oversimplifies the real picture. Chevron is uniquely positioned with Venezuelan operations but that exposure is relatively small and slow to translate into cash flow analysts estimate potential incremental cash of only about $400M$700M per year roughly 12% of overall operating cash flow even if production expands. Venezuela headlines can move sentiment but fundamentals still really drive Chevrons valuation: diversified global oil & gas production refining margins and broader energy market conditions matter far more than a single"
X Link 2026-01-11T20:02Z [---] followers, [---] engagements
"That framing works at a very high level but the comparison breaks down on growth mechanics. $NVDA compounds through expanding TAM pricing power and operating leverage while $CVXs upside is still tied to commodity cycles capital discipline and macro conditions it doesnt control. Chevron can be a durable leader but its growth profile is fundamentally different from a secular tech compounder. https://twitter.com/i/web/status/2010442405162733808 https://twitter.com/i/web/status/2010442405162733808"
X Link 2026-01-11T20:03Z [---] followers, [--] engagements
"@Christina8n2w @MrMikeInvesting Thats a fair take. $CVX can offer solid beta plus execution-driven alpha in energy but its upside is capped by commodity cycles and capital intensity. Strong performer Nvidia-style compounder and $180$220 fits that reality much better"
X Link 2026-01-11T20:04Z [---] followers, [--] engagements
"Thats exactly the point Venezuela is optionality not a near-term earnings lever. Cheap short-term gains dont scale and meaningful production recovery requires massive capital time and political stability. Until then $CVX is driven by core assets and cycle dynamics Venezuela stays a long-dated call option. Trading the technicals makes more sense than pricing in a full revival. https://twitter.com/i/web/status/2010442810772816260 https://twitter.com/i/web/status/2010442810772816260"
X Link 2026-01-11T20:04Z [---] followers, [--] engagements
"Clean technical roadmap but it still hinges on confirmation. Two ATHs without a decisive weekly breakout suggest momentum is present but not resolved. A weekly close above [----] matters because it confirms acceptance above R2 not just intraday exploration. That said [----] [----] assumes uninterrupted follow-through. For Q1 [----] as a stretch target makes more sense if breadth volume expansion and volatility compression confirm. Otherwise markets often pause or rotate before extensions. Cycles can tilt probabilities price has to validate them. Watch the weekly close not the projection."
X Link 2026-01-11T20:07Z [---] followers, [---] engagements
"The asset base is real but valuation still depends on execution. Grid-secured power is a strong advantage agreed. But ATH requires more than capacity on paper: uptime margins realized hash rate power costs and BTC price all have to align. Capacity enables upside. It doesnt guarantee timing or multiples. https://twitter.com/i/web/status/2010443561532064129 https://twitter.com/i/web/status/2010443561532064129"
X Link 2026-01-11T20:07Z [---] followers, [--] engagements
"@SmallCapSnipa @PDPhilaPhil Thats a balanced take. Long-term thesis and short-term price are different trades. Even strong operators can see multiple compression when macro tightens or risk appetite fades. Execution drives value over years. Liquidity and policy drive price over quarters"
X Link 2026-01-11T20:08Z [---] followers, [--] engagements
"Interesting signal but context matters. Stochastic crossovers can flag momentum shifts not magnitude. A 10+ move last cycle came with a very different liquidity and sentiment backdrop. If it runs price and volume will confirm. Indicators dont repeat outcomes they repeat conditions. https://twitter.com/i/web/status/2010443784283140368 https://twitter.com/i/web/status/2010443784283140368"
X Link 2026-01-11T20:08Z [---] followers, [----] engagements
"Momentum can turn before structure does. Stochastics and line crosses point to short-term pressure not follow-through. A cloud test is reasonable if volume expands and price holds acceptance above the base. Indicators suggest possibility. Price and liquidity decide whether it sticks. https://twitter.com/i/web/status/2010444297028710499 https://twitter.com/i/web/status/2010444297028710499"
X Link 2026-01-11T20:10Z [---] followers, [--] engagements
"Thats misleading. Balance sheet changes money printing in the stimulus sense. Short-term liquidity ops settlements or Treasury cash movements can expand reserves temporarily without creating sustained risk-on flows. If crypto goes parabolic itll be because liquidity persists and demand absorbs it not because of a single weekly headline. https://twitter.com/i/web/status/2010444374132314223 https://twitter.com/i/web/status/2010444374132314223"
X Link 2026-01-11T20:11Z [---] followers, [--] engagements
"I get the thesis but its still conditional. More liquidity doesnt automatically flow into risk assets and inflation isnt linear across cycles. Where money goes matters as much as how much exists. Timing velocity and policy persistence decide outcomes. Crypto can benefit if liquidity sticks and risk appetite follows. Sitting in fiat has risks but so does assuming every cycle plays out the same way. https://twitter.com/i/web/status/2010444478687953226 https://twitter.com/i/web/status/2010444478687953226"
X Link 2026-01-11T20:11Z [---] followers, [--] engagements
"This is the right framing. Liquidity is improving at the margin not exploding. Balance sheet noise and short-term reserve changes arent pandemic-style easing and calling it printing blurs the signal. Crypto bull cases tend to build institutional flows post-halving dynamics policy follow-through. Parabolic moves require persistent easing and risk appetite not a single data point. Rational beats reactive. https://twitter.com/i/web/status/2010444560300683417 https://twitter.com/i/web/status/2010444560300683417"
X Link 2026-01-11T20:11Z [---] followers, [--] engagements
"Crypto has burned a lot of trust fair point. But forever ignores cycles and selection. Most projects fail some deserve to. At the same time infrastructure custody and on-chain settlement keep advancing and capital tends to separate signal from noise over time. Scams get flushed. What survives is smaller regulated and more boring but not zero. https://twitter.com/i/web/status/2010444662440427603 https://twitter.com/i/web/status/2010444662440427603"
X Link 2026-01-11T20:12Z [---] followers, [--] engagements
"I disagree with that framing. A one-week reserve expansion doesnt equal a policy commitment. Temporary liquidity operations settlement timing or Treasury cash movements can inflate balances without signaling sustained support. Commitment shows up in persistence: rate policy balance sheet trajectory and follow-through over months not a single data point. https://twitter.com/i/web/status/2010444732975984839 https://twitter.com/i/web/status/2010444732975984839"
X Link 2026-01-11T20:12Z [---] followers, [--] engagements
"Broadly agree with one nuance. Visa and Mastercard arent lenders; theyre toll roads with powerful network effects. The economics are misunderstood which is why theyve been able to compound quietly for decades. The real risk isnt credit card rates its regulation routing changes or merchants gaining leverage. Absent that scale trust and fraud prevention keep the moat wide. Ignorance creates alpha even in mega-caps. https://twitter.com/i/web/status/2010444865046454627 https://twitter.com/i/web/status/2010444865046454627"
X Link 2026-01-11T20:13Z [---] followers, [---] engagements
"Exactly thats the point most people miss. The take rate looks small in isolation but at trillions in volume with near-zero marginal cost operating leverage does the work. Once the rails are built growth compounds without matching expense. Thats toll-booth economics scale turns basis points into cash flow. https://twitter.com/i/web/status/2010444960240226608 https://twitter.com/i/web/status/2010444960240226608"
X Link 2026-01-11T20:13Z [---] followers, [--] engagements
"@inna19030318 @joecarlsonshow That framing misses the point. Markets arent ideological theyre pragmatic. Capital supports whatever policies improve liquidity growth or stability regardless of who proposes them. Politics argues motives. Markets price outcomes"
X Link 2026-01-11T20:13Z [---] followers, [---] engagements
"Thats a selective read of Greshams Law. Greshams Law says bad money drives out good when legal tender laws force equivalence not that gold automatically replaces fiat. When controls tighten people hoard optionality not just metal. Capital controls are about stability and FX management not an admission that only gold is real. Trust follows enforcement liquidity and usability not symbolism. https://twitter.com/i/web/status/2010445197147320655 https://twitter.com/i/web/status/2010445197147320655"
X Link 2026-01-11T20:14Z [---] followers, [---] engagements
"@GlobalMktObserv Not necessarily bearish. Rising short interest often reflects hedging and relative-value positioning near highs not outright crash bets. In many cycles it actually becomes fuel if price holds. Positioning is the setup price action decides the outcome"
X Link 2026-01-11T20:15Z [---] followers, [---] engagements
"That risk is real but the timeline is usually overstated. Repatriation tends to be gradual and managed not a forced fire sale. Japanese institutions hedge FX exposure and rotate flows long before outright dumping Treasuries. YCC changes matter but they dont automatically trigger a sudden U.S. bond shock. Flows move in steps. Markets price transitions not headlines. https://twitter.com/i/web/status/2010445525066350888 https://twitter.com/i/web/status/2010445525066350888"
X Link 2026-01-11T20:15Z [---] followers, [---] engagements
"That framing mixes politics with mechanics. Credit card interest is set by banks priced to unsecured risk not by Visa or Mastercard and a hard cap doesnt eliminate cost it reallocates it. If imposed banks tighten credit cut limits or raise fees elsewhere. Risk doesnt disappear. Calling it a liquidation of a hidden tax skips second-order effects. Markets care about incentives not slogans. https://twitter.com/i/web/status/2010445695334133840 https://twitter.com/i/web/status/2010445695334133840"
X Link 2026-01-11T20:16Z [---] followers, [---] engagements
"Interesting setup but the math doesnt repeat that way. A stochastic crossover can signal momentum not guarantee a [--] outcome. The last move happened under very different liquidity valuation and sentiment conditions. If upside is real price and volume will confirm. Indicators repeat conditions not results. https://twitter.com/i/web/status/2010446033394733287 https://twitter.com/i/web/status/2010446033394733287"
X Link 2026-01-11T20:17Z [---] followers, [---] engagements
"@TradingThomas3 Agreed on the setup with one caveat. Implied move staying tight into CPI OPEX and earnings suggests compression but expansion doesnt guarantee direction. The catalyst only matters if price accepts beyond the range. Vol is coiled. Follow-through decides"
X Link 2026-01-11T20:17Z [---] followers, [---] engagements
"Targets without a timeline are just opinions. Getting there depends on growth margins and multiple expansion all lining up not just price memory. Some may work long term but the path and drawdowns matter more than the number. First to hit will be the one with earnings momentum and multiple support not the biggest target. https://twitter.com/i/web/status/2010446160146886853 https://twitter.com/i/web/status/2010446160146886853"
X Link 2026-01-11T20:18Z [---] followers, [---] engagements
"Possible but thats index risk not AMD-specific. If SPY/QQQ roll high-beta semis will feel it. But downside only sticks if selling brings volume expansion and multiple compression not just headline-driven flow. Options print on volatility direction still needs confirmation. https://twitter.com/i/web/status/2010446278417584339 https://twitter.com/i/web/status/2010446278417584339"
X Link 2026-01-11T20:18Z [---] followers, [---] engagements
"Thats likely part of it. When leadership pauses capital often rotates within the same theme rather than exiting it. Sideways price doesnt mean distribution if flows stay in semis. The tell will be whether rotation turns into breadth expansion or starts leaking out of the group https://twitter.com/i/web/status/2010446340572979334 https://twitter.com/i/web/status/2010446340572979334"
X Link 2026-01-11T20:18Z [---] followers, [---] engagements
"Cash helps but its not bullish by default. A large raise boosts the balance sheet not returns. What matters is how that $1.6B converts into contracts margins and ROIC. Defense optimism is common; execution and dilution decide outcomes. Capital is optionality. Results determine valuation. https://twitter.com/i/web/status/2010446417026850926 https://twitter.com/i/web/status/2010446417026850926"
X Link 2026-01-11T20:19Z [---] followers, [---] engagements
"Lists like this confuse themes with returns. A few names may compound well but [--] stocks cant all [--] in five years without massive earnings growth and multiple expansion across the board. Most outcomes will cluster around average results. Themes identify where capital might go. Fundamentals decide who actually wins. https://twitter.com/i/web/status/2010446610803671054 https://twitter.com/i/web/status/2010446610803671054"
X Link 2026-01-11T20:19Z [---] followers, [----] engagements
"@pepemoonboy Thats a healthy approach. Conviction shouldnt be static it should be conditional. When new data changes the risk/reward adjusting isnt weakness its discipline. Being early doesnt obligate you to stay. Markets reward reassessment not loyalty"
X Link 2026-01-11T20:20Z [---] followers, [--] engagements
"Strong growth and a big pipeline are positives but valuation comes from conversion not headlines. YoY growth off a small base pipelines arent revenue and euphoric breakout assumes flawless execution and multiple expansion. Insider buys help but they dont override cash burn or margins. Upside exists. So does risk. https://twitter.com/i/web/status/2010446795453923638 https://twitter.com/i/web/status/2010446795453923638"
X Link 2026-01-11T20:20Z [---] followers, [---] engagements
"@CryptoNobler Busy week not a bull signal by default. Data creates volatility not direction. Markets only trend if outcomes change expectations and price accepts the move. Most insane weeks resolve into noise. Catalysts set the stage. Follow-through decides the run"
X Link 2026-01-11T20:21Z [---] followers, [--] engagements
"All four win but in different ways. NVDA captures platform economics TSM manufactures scale ASML owns the choke point AMD competes on value and share gains. Different risks different cycles. The winner depends on where margins capex discipline and demand settle not a single ticker https://twitter.com/i/web/status/2010447105836396987 https://twitter.com/i/web/status/2010447105836396987"
X Link 2026-01-11T20:21Z [---] followers, [---] engagements
"$HOOD is in focus as volatility hits markets shares have sold off recently on weak November volumes but analysts still see growth ahead with expanding products like prediction markets and crypto features. After tripling in [----] this isnt a narrative stock anymore its now priced for execution. Price action and upcoming earnings will tell us if this run continues or stalls. https://twitter.com/i/web/status/2010448315020627973 https://twitter.com/i/web/status/2010448315020627973"
X Link 2026-01-11T20:26Z [---] followers, [---] engagements
"I get the argumentt . but that still overstates the signal. The Mint doesnt source raw silver; it relies on planchet suppliers. Tightness there reflects fabrication capacity and procurement bottlenecks not a breakdown in global silver supply. Retail product stress has shown up many times without wholesale shortages. If supply were truly constrained at the global level youd see it first in spotfutures spreads lease rates and sustained backwardation not just Eagle availability. https://twitter.com/i/web/status/2010450833650147573 https://twitter.com/i/web/status/2010450833650147573"
X Link 2026-01-11T20:36Z [---] followers, [--] engagements
"FREE Trading Indicator - Backtested with a 73% win rate. Designed to identify both long and short opportunities using clear rules-based signals. Works across all markets and timeframes: stocks forex crypto and indices - including $SPY $QQQ $BTC and $NVDA etc. Like and comment FREE for access. Follow required to maintain free access https://twitter.com/i/web/status/2010522371967590694 https://twitter.com/i/web/status/2010522371967590694"
X Link 2026-01-12T01:21Z [---] followers, [---] engagements
"@KhamisPhinance @WatcherGuru The inconsistency is what markets react to. Cutting into sticky inflation does look political.but refusing to adjust now isnt automatically pro-prosperity either. The Feds issue isnt one decision its the credibility gap when policy timing feels selective vs data driven"
X Link 2026-01-12T01:48Z [---] followers, [---] engagements
"@LearnRony @WatcherGuru Strong words but the real issue is precedent.when any leader starts pushing boundaries without clear constraints markets and institutions get uneasy fast. Power tests always matter more than personalities even when ppl focus on the noise"
X Link 2026-01-12T01:49Z [---] followers, [---] engagements
"@MrCrypto3706 Markets price expectations not outcomes.a 90% prob just tells you positioning is crowded. If inflation data doesnt roll over clean repricing could be violent. This is where most ppl get caught leaning the same way"
X Link 2026-01-12T01:49Z [---] followers, [--] engagements
"@Twan618 @MrCrypto3706 Exactly. When everyone agrees its bullish upside gets capped.the risk shifts to timing. If cuts arrive slower or inflation stays sticky markets dont drift lower they reprice fast. Thats where complacency usually breaks"
X Link 2026-01-12T01:50Z [---] followers, [--] engagements
"@KINGKLC001 The idea is right.lower the pressure and focus on process. But most ppl miss that consistency isnt about the math its about risk control and not scaling mistakes. $10 a day only works if losses stay small when days go wrong. Discipline goals"
X Link 2026-01-12T01:51Z [---] followers, [----] engagements
"@jenyart @KINGKLC001 Good math.but markets dont let you hack P and L. You can rename losses you cant compound them. Reality always settles the tab eventually"
X Link 2026-01-12T01:53Z [---] followers, [--] engagements
"@RayT168 @kylewhitegoat Thats the part ppl miss.SOFI gets traded like a macro proxy not just a business. When fear hits fintech its the first to wear it even if peers barely move"
X Link 2026-01-12T01:56Z [---] followers, [--] engagements
"@KobeissiLetter Big move.but late-stage momentum cuts both ways. When geo headlines drive the last push risk shifts to whos left to buy. Watching how it behaves near highs"
X Link 2026-01-12T01:57Z [---] followers, [--] engagements
"@gmrfyd969 @KobeissiLetter Thats the right question.not too late or too early just wheres invalidation. Chasing highs usually hurts waiting for acceptance or a pullback keeps risk sane. FOMO is the real enemy here tbh"
X Link 2026-01-12T01:58Z [---] followers, [--] engagements
"@silvertrade Huge headlines.but parabolic moves cut both ways. When geo fear drives vertical price follow-through matters more than the print. Watching if this holds once emotion cools a bit"
X Link 2026-01-12T02:00Z [---] followers, [---] engagements
"@nasdaq19500 @TradingThomas3 .a [--] percent dump assumes policy fear outweighs liquidity and positioning. Markets can absorb noise but long-term damage only shows if Fed independence actually breaks. That line matters way more than the headline tbh"
X Link 2026-01-12T02:04Z [---] followers, [--] engagements
"@BobbyFinanceX @WheelieInvestor Thats usually how it goes.strong runs need a pause to reset. Cooling off doesnt kill trends it just shakes out the late chasers"
X Link 2026-01-12T02:08Z [---] followers, [--] engagements
"@WearStockJersey @Banana3Stocks Cyber supernova sounds fun.but markets still ask for confirmation. If momentum holds after the hype fades thats real strength. If not it was just a good story wrapped around a trade. Buyers decide"
X Link 2026-01-12T02:09Z [---] followers, [--] engagements
"Markets dont correct on data alone they correct when confidence cracks. Questioning Fed independence isnt neutral. It raises risk widens uncertainty and pressures multiples. Political pressure + monetary policy = downside volatility. Does this finally trigger a correction or do bulls still push $SPY toward [---] https://twitter.com/i/web/status/2010559180399427658 https://twitter.com/i/web/status/2010559180399427658"
X Link 2026-01-12T03:47Z [---] followers, [--] engagements
"Fridays Supreme Court vote delay caused an implied volatility crush and pushed SPY to new all-time highs near [---]. Overnight headlines involving Jerome Powell and the Department of Justice created a gap down from roughly [---] to [---]. With no meaningful catalysts today I am fading any bounce into Wednesdays Supreme Court decision. SPY 2dte puts $SPY $QQQ https://twitter.com/i/web/status/2010711057304846619 https://twitter.com/i/web/status/2010711057304846619"
X Link 2026-01-12T13:50Z [---] followers, [--] engagements
"The U.S. trade deficit has dropped to its lowest level since [----] surprising analysts and suggesting potential market shifts. Investors should watch closely as this change could create opportunities by 2026"
X Link 2026-01-12T15:43Z [---] followers, [--] engagements
"@vulturetrades What a ride A sharp spike could draw traders aiming for quick gains but volatility carries risks. It'll be interesting to see if this momentum holds or if a corrections coming. Stay tuned to trading volume and news updates"
X Link 2026-01-12T18:56Z [---] followers, [---] engagements
"@vulturetrades That surge is definitely eye-catching but lets not forget volatility can be a double-edged sword. If you're jumping in consider profit-taking strategies and stop-loss orders. The hype around a meme stock can pop fastbut so can reality. Stay sharp and do your homework"
X Link 2026-01-12T19:00Z [---] followers, [---] engagements
"@The_RockTrading Intriguing: $ORCL and $AMZN are shaking off skepticism to climb. Is this market sentiment turning overly optimistic or could this momentum be sustained longer term What do you think drives this confidence"
X Link 2026-01-12T19:30Z [---] followers, [---] engagements
"@The_Snake_MGS @GarethSoloway flows matter more than narratives here. If shorts hang on too long covering can fuel one more push before anything real resets. Price usually forces capitulation first"
X Link 2026-01-12T20:05Z [---] followers, [--] engagements
"@The_RockTrading Thank you for mentioning $Hims Its innovative approach to health and wellness continues to capture attention. What are your thoughts on their recent developments"
X Link 2026-01-12T20:14Z [---] followers, [--] engagements
"@The_RockTrading Lol yeah.when everyones aware the move stops being about discovery and starts being about reaction. $CRWV still needs follow through once the noise clears"
X Link 2026-01-12T20:14Z [---] followers, [---] engagements
"@Crowded_Mkt_Rpt Feels like everyones expecting it.which usually dulls the edge. When a pullback becomes consensus markets tend to frustrate before they comply. The timing is always the trap"
X Link 2026-01-12T20:16Z [---] followers, [---] engagements
"@Crowded_Mkt_Rpt It's great to see those weekly insights returning. the COT data can really shift perspectives. Observing how positioning evolves after delays can reveal underlying sentiment shifts that may drive price action"
X Link 2026-01-12T20:17Z [---] followers, [---] engagements
"@DDunrud @taylorkenneyitm @MoneyLevelsShow Thats a clean framework.holding conviction while rotating ratios removes emotion. The hard part is sticking to it when price moves tempt you to break rules"
X Link 2026-01-12T20:18Z [---] followers, [--] engagements
"@Nostre_damus Maybe.but getting to triple digits usually isnt a straight line. The real test is who holds through the swings before the number ever prints"
X Link 2026-01-12T20:20Z [---] followers, [---] engagements
"@BarbellFi It really is.boring consistency beats flashy timing. The hardest part isnt the math its staying patient while everyone else chases faster stories"
X Link 2026-01-12T20:24Z [---] followers, [--] engagements
"@picklefingers38 @CDInewsletter Perhaps but even genuine regime changes still occur in waves rather than in straight lines. Trend is effective until positioning becomes crowded at which point price serves as a reminder of who is in charge"
X Link 2026-01-12T20:28Z [---] followers, [--] engagements
"@Basssem666 Cheaper puts typically indicate risk hedging rather than direction pressing. The response there is more important than the level itself if $SPY returns to that area"
X Link 2026-01-12T20:33Z [---] followers, [---] engagements
"@vandy_trades Clean levels.but CPI eve usually turns structure into noise. How $SPY behaves after the open matters more than the gaps especially with $VIX already leaning one way"
X Link 2026-01-12T20:52Z [---] followers, [--] engagements
"@Leo_Traydes The math is real.time does most of the heavy lifting. The part ppl underestimate is sticking with it through long stretches when markets feel boring or scary"
X Link 2026-01-12T20:53Z [---] followers, [----] engagements
"@t0mbfx That framing is honest.pressure warps decision making faster than bad strategy. The irony is once trading stops needing to work it usually starts working better"
X Link 2026-01-12T20:55Z [---] followers, [--] engagements
"@The_RockTrading Indeed the formation of a diamond bottom can indicate potential bullish momentum. It will be interesting to see how $CRWV performs in the coming sessions. What are your predictions for its next move"
X Link 2026-01-12T20:59Z [---] followers, [---] engagements
"@picklefingers38 @CDInewsletter I dont doubt the drivers.but parabolic moves to nonstop ATHs rarely hold without pauses. Even when the backdrop is real price usually needs to cool before it can keep going"
X Link 2026-01-12T21:03Z [---] followers, [--] engagements
"Canadas TFSA is wild. No PDT rule no tax on gains full access to your money. As long as youre not running it like a day trading business its one of the most powerful trading accounts in the world. The only thing I think they are lagging in is $0 commission brokers but seem to be coming around with them from my understanding https://twitter.com/i/web/status/2010853231329792158 https://twitter.com/i/web/status/2010853231329792158"
X Link 2026-01-12T23:15Z [---] followers, [--] engagements
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