#  @StockNotebook Stock Notebook Stock Notebook posts on X about ai, $googl, $gld, we are the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2012965814559797249/interactions)  - [--] Week [------] -84% ### Mentions: [--] [#](/creator/twitter::2012965814559797249/posts_active)  - [--] Week [--] -64% ### Followers: [---] [#](/creator/twitter::2012965814559797249/followers)  - [--] Week [---] +22% ### CreatorRank: [-------] [#](/creator/twitter::2012965814559797249/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 62.04% [finance](/list/finance) 52.31% [technology brands](/list/technology-brands) 32.41% [countries](/list/countries) 6.94% [travel destinations](/list/travel-destinations) 4.17% [cryptocurrencies](/list/cryptocurrencies) 4.17% [automotive brands](/list/automotive-brands) 3.7% [financial services](/list/financial-services) 1.85% [exchanges](/list/exchanges) #5504 [social networks](/list/social-networks) 1.85% **Social topic influence** [ai](/topic/ai) 23.15%, [$googl](/topic/$googl) #3243, [$gld](/topic/$gld) #132, [we are](/topic/we-are) 6.48%, [$slv](/topic/$slv) 6.48%, [gold](/topic/gold) 6.48%, [$amzn](/topic/$amzn) 6.02%, [debt](/topic/debt) #2347, [money](/topic/money) 5.56%, [$spgi](/topic/$spgi) #132 **Top accounts mentioned or mentioned by** [@kobeissiletter](/creator/undefined) [@dariocpx](/creator/undefined) [@deitaone](/creator/undefined) [@zerohedge](/creator/undefined) [@greatmartis](/creator/undefined) [@saxenapuru](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@hajiyevrashad](/creator/undefined) [@gordocap18](/creator/undefined) [@tfmetals](/creator/undefined) [@placigyunv6567](/creator/undefined) [@charliebilello](/creator/undefined) [@boringbiz](/creator/undefined) [@firstadopter](/creator/undefined) [@whaleinsider](/creator/undefined) [@invest091](/creator/undefined) [@ddblakefischer](/creator/undefined) [@chain_alphax](/creator/undefined) [@commonsenseplay](/creator/undefined) [@realjgbanks](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SPDR GOLD ETF (GLD)](/topic/$gld) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [S&P Global Inc (SPGI)](/topic/$spgi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Now Coin (NOW)](/topic/$now) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/tesla) [Intuit Inc. (INTU)](/topic/$intu) [Moody's Corporation (MCO)](/topic/$mco) [Salesforce Inc (CRM)](/topic/$crm) [ServiceNow Inc (NOW)](/topic/servicenow) [Apple, Inc. (AAPL)](/topic/$aapl) [Walmart, Inc. (WMT)](/topic/$wmt) [Reddit, Inc. (RDDT)](/topic/$rddt) [RELX PLC (RELX)](/topic/$relx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [AppLovin Corporation (APP)](/topic/applovin) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Msci Inc (MSCI)](/topic/$msci) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [LegalZoom.com, Inc. (LZ)](/topic/$lz) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) ### Top Social Posts Top posts by engagements in the last [--] hours "@commonsenseplay The Dividend Only warning is crucial. Yield traps are everywhere right now. When the safe stocks cut payouts the exit door gets very small very fast. Total return Yield chasing" [X Link](https://x.com/StockNotebook/status/2016406750107181357) 2026-01-28T07:03Z [---] followers, [---] engagements "@RealJGBanks The AI trade is the Energy trade. 🤝 We spent 2024-2025 buying the chips $NVDA. We will spend 2026-2030 buying the power to run them. The rotation is just getting started. $TECK $SCCO #Copper" [X Link](https://x.com/StockNotebook/status/2016576474564673802) 2026-01-28T18:17Z [---] followers, [----] engagements "@GodsBurnt The math doesn't lie. You can't print your way out of a debt spiral without destroying the currency. The Soft Landing was just a pause before the rug pull. If you don't hold it you don't own it. Keep stacking" [X Link](https://x.com/StockNotebook/status/2016598701569937507) 2026-01-28T19:46Z [---] followers, [---] engagements "Thanks for sharing these detailed insights from SK Hynix's earnings call. 👍 A few key takeaways that stand out: On HBM4: Impressive that they're hitting performance targets even on 1b nano and planning to match HBM3E yields with MR-MUF. The acknowledgment that competitors will enter but confidence in maintaining competitiveness is notable. On supply constraints: The characterization of memory as a bottleneck in data center expansion really underscores the structural shift happening. Server customers building sets immediately upon securing supply shows how tight things are. Most interesting:" [X Link](https://x.com/StockNotebook/status/2016690292636663954) 2026-01-29T01:50Z [---] followers, [---] engagements "@aleabitoreddit Cleaning up the balance sheet before the Kioxia IPO $WDC securing supply while Kioxia gets a valuation bump. Win-win. The real play might be the Japanese tool makers $TOELY but $LRCX is the easier trade here" [X Link](https://x.com/StockNotebook/status/2016990688458457194) 2026-01-29T21:43Z [---] followers, [----] engagements "@DarioCpx [--] million ounces physically settled in one month. Thats not a trade. Thats a bank run on the Comex vaults. The paper games are ending" [X Link](https://x.com/StockNotebook/status/2017081770273821095) 2026-01-30T03:45Z [---] followers, [---] engagements "@zerohedge Major win for President Trump who made this a priority. Panama's audit found $300M in irregularities since the [----] contract extension $1.2B total over the original [--] year deal. CK Hutchison was selling to BlackRock/MSC for $22.8B. That deal is now dead" [X Link](https://x.com/StockNotebook/status/2017083350255624560) 2026-01-30T03:52Z [---] followers, [----] engagements "@aleabitoreddit The Tiger Woods connection is wild. 🐅 Lending against TMRW Sports equity Talk about niche risk. It shows how desperate some small banks got for yield" [X Link](https://x.com/StockNotebook/status/2017440608869068868) 2026-01-31T03:31Z [---] followers, [----] engagements "@hajiyev_rashad The disconnect is the trade. If metals just return to previous highs the miners have 100% upside. The street is ignoring the earnings potential once those margins expand. The catch up rally will be violent. $NEM $AEM" [X Link](https://x.com/StockNotebook/status/2017477422484971886) 2026-01-31T05:57Z [---] followers, [----] engagements "@SawyerMerritt @Tesla The sheer scale of 100GW is mind bending. We aren't just talking about a factory. We are talking about the backbone of the next industrial revolution. Energy + Compute = The Future" [X Link](https://x.com/StockNotebook/status/2017489030984695850) 2026-01-31T06:44Z [---] followers, [---] engagements "@sungleeiq When investors sell $IBIT / $ETHA shares BlackRock is legally required to sell the underlying assets to match the outflows. Its automated rebalancing" [X Link](https://x.com/StockNotebook/status/2017646793790509233) 2026-01-31T17:10Z [---] followers, 38.5K engagements "@zerohedge Its the classic weekend playbook. Thin order books + high leverage = easy hunting for the algorithms. They flush the tourists on Saturday so they can buy back cheaper before the Monday open" [X Link](https://x.com/StockNotebook/status/2017692171495788938) 2026-01-31T20:11Z [---] followers, [---] engagements "@KobeissiLetter Top [--] Crypto Liquidation Events in History: [--]. Oct [--] 2025: $19.16B (US Tariffs/Macro) [--]. Apr [--] 2021: $9.94B (China Mining Ban) [--]. May [--] 2021: $9.01B (Tesla Reversal) [--]. Feb [--] 2021: $4.10B (Market Correction) [--]. Sep [--] 2021: $3.65B (El Salvador Day)" [X Link](https://x.com/StockNotebook/status/2017696124363022811) 2026-01-31T20:26Z [---] followers, [----] engagements "@charliebilello From $25B to $436B in less than [--] years is the definition of a compounder. The fact that they added $40B in revenue just last year (the size of a Fortune [---] company) shows the ecosystem flywheel is still accelerating" [X Link](https://x.com/StockNotebook/status/2017766044564148259) 2026-02-01T01:04Z [---] followers, [----] engagements "👀 The Great Metals Crash of 2026: What [---] Years of Data Predicts Happens Next. This may surprise Clive Thompson 📺 $GLD $SLV https://www.youtube.com/watchv=WCqeTZniq1A https://www.youtube.com/watchv=WCqeTZniq1A" [X Link](https://x.com/StockNotebook/status/2017770480590114980) 2026-02-01T01:22Z [---] followers, [---] engagements "@KarelMercx Price discovers liquidity. If price crashes yet physical inventory leaves the clearing price is simply too low. Paper trades sentiment. Physical trades reality. Watch the spread not the ticker" [X Link](https://x.com/StockNotebook/status/2018034847847977092) 2026-02-01T18:52Z [---] followers, [----] engagements "@KobeissiLetter The 2025-2026 cycle differs structurally due to institutional ETF participation. Volatility dampening is likely but the recovery timeline may be more correlated to traditional risk assets this time" [X Link](https://x.com/StockNotebook/status/2018135339781509299) 2026-02-02T01:32Z [---] followers, [----] engagements "@KobeissiLetter Short interest at [--] year lows isn't just a win for bulls it's a warning that the market has lost its natural shock absorbers. Without short covering to provide a liquidity floor the next dip could be a violent air pocket" [X Link](https://x.com/StockNotebook/status/2018344599559794959) 2026-02-02T15:23Z [---] followers, [----] engagements "@great_martis Reserve Bank of Australia hikes rates by [--] BPS to 3.85%. Sticky inflation. The data gave them no choice but to hike. The pivot back to higher for longer is officially confirmed. This 25bps hike is the only way to stabilize the long end of the curve and stop the bond bleed" [X Link](https://x.com/StockNotebook/status/2018529620551741586) 2026-02-03T03:38Z [---] followers, [---] engagements "@great_martis Australia behaving like an emerging market today. The bond vigilantes are testing the RBAs resolve and if this contagion spreads the soft landing narrative is toast. Someone is getting carried out on a stretcher in Sydney right now. This smells like a blown up carry trade" [X Link](https://x.com/StockNotebook/status/2018549724782150067) 2026-02-03T04:58Z [---] followers, [---] engagements "@DefiWimar The system is repricing what MONEY is. 💰 A GOLD/ SILVER ratio of [--] is incredibly low. If Silver plays catch up to a 15:1 or 20:1 ratio like in 1980: $330 (15:1) $248 (20:1) $GLD $SLV" [X Link](https://x.com/StockNotebook/status/2018715513778540996) 2026-02-03T15:57Z [---] followers, [----] engagements "@DaveHcontrarian Gold $6800. Silver $180. 🤯 $GLD $SLV GDX to $180 and GDXJ to $250. The current GOLD/ SILVER ratio of [--] is incredibly low. If Silver plays catch up to a 15:1 or 20:1 ratio like in 1980: $330 (15:1) $248 (20:1)" [X Link](https://x.com/StockNotebook/status/2018725053827809406) 2026-02-03T16:35Z [---] followers, [---] engagements "Constellation Software Inc. $CSU.TO $CSU Share repurchases and other topics $2285 CAD -$169.25 (-6.90%) https://www.youtube.com/watchv=CKVrnVMLJpE https://www.youtube.com/watchv=CKVrnVMLJpE" [X Link](https://x.com/StockNotebook/status/2018743112093573519) 2026-02-03T17:47Z [---] followers, [---] engagements "(Feb [--] 2026): $SPGI (S&P Global): -8.41% 📉 $MCO (Moody's): -7.06% 📉 $INTU (Intuit): -7.02% 📉 $FICO (Fair Isaac): -6.32% 📉 $MSCI (MSCI Inc): -3.47% 📉" [X Link](https://x.com/StockNotebook/status/2018743443955056978) 2026-02-03T17:48Z [---] followers, [---] engagements "If Claude can handle complex legal/tax workflows what happens to the margins of $SPGI $MCO and $INTU The market is pricing in massive deflation for professional services. This isn't a correction. It is an existential re-rating. Software eats the world but AI eats the software. https://twitter.com/i/web/status/2018744486898151818 https://twitter.com/i/web/status/2018744486898151818" [X Link](https://x.com/StockNotebook/status/2018744486898151818) 2026-02-03T17:52Z [---] followers, [---] engagements "It started with European legal tech this morning and now it's crushing the US titans. When you see $SPGI and $MCO down 7-8% in a single session you know the AI disruption narrative has shifted from hype to revenue threat. No one is safe" [X Link](https://x.com/StockNotebook/status/2018744795360055800) 2026-02-03T17:54Z [---] followers, [---] engagements "@KobeissiLetter That candle is ugly. Sentiment seems to be shifting from FOMO to FEAR very quickly. Watching to see if $175 holds support otherwise we might see a deeper flush. $NVDA" [X Link](https://x.com/StockNotebook/status/2018837744416424033) 2026-02-04T00:03Z [---] followers, [---] engagements "SaaS (Software as a Service) The Application Layer is getting crushed. Why pay per-seat for a UI wrapper when an LLM can do the work directly. Margins for generic SaaS are heading to zero. The consolidation will be brutal. https://twitter.com/i/web/status/2018846161361084689 https://twitter.com/i/web/status/2018846161361084689" [X Link](https://x.com/StockNotebook/status/2018846161361084689) 2026-02-04T00:36Z [---] followers, 22.5K engagements "@TheValueist If code becomes a commodity the 80% gross margins for SaaS are history. Why pay a subscription when you can generate the tool for pennies. The deflationary wave is just starting" [X Link](https://x.com/StockNotebook/status/2018846799226933658) 2026-02-04T00:39Z [---] followers, [----] engagements "@DarioCpx The leverage ratio is getting absurd. 710m oz of paper claims fighting over 103m oz of real metal. The math does not work. When the music stops there won't be enough chairs. Physical is the only safe haven" [X Link](https://x.com/StockNotebook/status/2018863975430230311) 2026-02-04T01:47Z [---] followers, [---] engagements "@davidmarcus $PYPL is at a crossroads. Can a hardware exec really save a payments software giant Hoping Enrique Lores can turn the ship around but the structural issues you highlighted are deep" [X Link](https://x.com/StockNotebook/status/2018866016462196830) 2026-02-04T01:55Z [---] followers, [----] engagements "@TheLongInvest When the founders and early backers start cashing out its usually time to pay attention. $NVDA has had an incredible run but nothing goes up in a straight line forever" [X Link](https://x.com/StockNotebook/status/2018866529832751227) 2026-02-04T01:57Z [---] followers, [----] engagements "Ray Dalio warns that the world is teetering on the edge of a capital war amid simmering geopolitical tensions and volatile capital markets. https://www.youtube.com/shorts/larXoEPH-pk https://www.youtube.com/shorts/larXoEPH-pk" [X Link](https://x.com/StockNotebook/status/2018874373319581768) 2026-02-04T02:28Z [---] followers, [--] engagements "The moat is evaporating. Investors are finally realizing that if AI can write code and handle legal workflows incumbent software isn't safe. $300B wiped out is just the repricing of sticky revenue becoming unglued. $CRM $ADBE $LZ #AI #SaaS" [X Link](https://x.com/StockNotebook/status/2018880977335124043) 2026-02-04T02:55Z [---] followers, [---] engagements "The silent killer in this selloff is Private Credit. PE firms loaded up on software buyouts thinking the cash flows were bulletproof. Now $OWL $ARES and $KKR are feeling the heat. If software valuations collapse the collateral damage will be massive" [X Link](https://x.com/StockNotebook/status/2018881173557244396) 2026-02-04T02:55Z [---] followers, [---] engagements "Anthropic didn't just release a tool. They served an eviction notice to legacy legal tech. $LZ and $TRI down double digits confirms the fear. AI agents are the new operating system. The system of record premium is gone. $LSEG #ArtificialIntelligence" [X Link](https://x.com/StockNotebook/status/2018881448569458721) 2026-02-04T02:57Z [---] followers, [---] engagements "$300 Billion gone in a single session. The market is rotating from AI benefits everyone to AI replaces the middleman. Hardware is the only safety. Legacy software is the new distressed asset class. Long infrastructure short application layer. $PYPL $EXPE" [X Link](https://x.com/StockNotebook/status/2018882035046064450) 2026-02-04T02:59Z [---] followers, [---] engagements "@davidbateman If you don't hold it you don't own it. Moving $170M into physical is the ultimate vote of confidence in the metal over the paper system. Draining 2M ounces of physical is a direct hit to the vaults" [X Link](https://x.com/StockNotebook/status/2018887984494338498) 2026-02-04T03:22Z [---] followers, [----] engagements "@DarioCpx This is what a run on the vault looks like in slow motion. Taking delivery of 15m oz in [--] days is aggressive. Everybody is urgent to secure the physical metal. The paper games are running out of time" [X Link](https://x.com/StockNotebook/status/2018890979013427366) 2026-02-04T03:34Z [---] followers, [----] engagements "@hajiyev_rashad The bounce off the trendline was textbook. A consolidation phase between $4.9k - $5.2k to build a base makes perfect sense before the next leg up. The $8000 roadmap remains intact. The volatility is just noise if you zoom out. $GLD" [X Link](https://x.com/StockNotebook/status/2018914790635192662) 2026-02-04T05:09Z [---] followers, [----] engagements "@TheProfInvestor The signal is pointing much higher. Long and Strong. $SLV $GLD" [X Link](https://x.com/StockNotebook/status/2018919127721648406) 2026-02-04T05:26Z [---] followers, [---] engagements "@AlexFinn The price/performance ratio is the real killer feature here. If Sonnet [--] is truly 2x speed at 0.5x price the agentic future just arrived early. If this beats Opus [---] on reasoning while being cheaper the SaaS landscape changes overnight" [X Link](https://x.com/StockNotebook/status/2018922649418649868) 2026-02-04T05:40Z [---] followers, [---] engagements "🚨 SaaS BLOODBATH CONTINUES 🚨 The AI carnage just won't stop. Software stocks getting DESTROYED today on fears that AI agents are eating their lunch: 📉 $NOW ServiceNow -7% 📉 $CRM Salesforce -7% 📉 $TEAM Atlassian -9.3% (down 34% YTD) 📉 $MDB MongoDB -7.6% 📉 $DDOG Datadog -6.6% 📉 $ASAN Asana -7.8% 📉 $ESTC Elastic -8% The WisdomTree Cloud Computing Fund just hit its 6th straight red session. $TEAM is now trading at $101.57 down 68.5% from its 52-week high of $322.94. The trigger Anthropic's new automation tools have investors running for the exits. Wall Street is repricing the entire" [X Link](https://x.com/StockNotebook/status/2018930931638141174) 2026-02-04T06:13Z [---] followers, [---] engagements "🎯 THE "AGENTIC" THREAT IS REAL 🎯 Anthropic's "Cowork" plugin just became the most expensive product launch for legacy software. When the MODEL becomes the APPLICATION what happens to the "System of Record" companies $CRM Salesforce -6.9% 📉 $NOW ServiceNow -7% 📉 $INTU Intuit -10% 📉 They just found out. Here's what Wall Street missed: Claude doesn't need to integrate with your CRM. It doesn't need your workflow engine. It doesn't need your tax software. It just. does the work. No more "systems of record." Just systems of ACTION. The 40-year software playbook: [--]. Build a database [--]. Lock in" [X Link](https://x.com/StockNotebook/status/2018935642273558893) 2026-02-04T06:32Z [---] followers, [---] engagements "@BoringBiz_ The moat isn't the code anymore. It is the data gravity. Salesforce wins not because their UI is good (it's not) but because ripping out [--] years of customer data is a nightmare. The vibe coded apps will capture the edges but the core is sticky. $WDAY $NOW" [X Link](https://x.com/StockNotebook/status/2019077819989442757) 2026-02-04T15:57Z [---] followers, [---] engagements "The second-order effects are always the most violent. Software stocks falling is one thing; the lenders dropping -10% is the real signal. $OWL and $ARES have massive loan books backed by SaaS ARR. If that ARR is "AI disrupted" the collateral is worthless. The credit cycle just turned. https://twitter.com/i/web/status/2019083037544222896 https://twitter.com/i/web/status/2019083037544222896" [X Link](https://x.com/StockNotebook/status/2019083037544222896) 2026-02-04T16:18Z [---] followers, [---] engagements "@KobeissiLetter ETF flows represent the weakest hands not the physical market. Paper tourists are exiting because of a price drop but real demand in Shanghai likely absorbs this discount. Don't confuse ETF outflows with actual metal rejection" [X Link](https://x.com/StockNotebook/status/2019150972283506801) 2026-02-04T20:48Z [---] followers, [---] engagements "Volatility is the admission fee for the bull market. Silver dropping $9 is violent but the structural deficit remains. Solar panels and EVs don't care about Comex paper games. We are shaking out the tourists before the real move up. $SLV $GLD https://twitter.com/i/web/status/2019153762749763788 https://twitter.com/i/web/status/2019153762749763788" [X Link](https://x.com/StockNotebook/status/2019153762749763788) 2026-02-04T20:59Z [---] followers, [---] engagements "👀 🪙🥇 @DarioCpx Looks like the gold frenzy in Japan is in full swing With prices hitting around [-----] per gram today amid supply shortages at Tanaka Kikinzoku these lines scream economic unease distrust in fiat inflation fears. Smart move hedging with physical. #GoldRush $GLD https://t.co/q7b0kNr2W1 https://t.co/q7b0kNr2W1" [X Link](https://x.com/StockNotebook/status/2019197723740692553) 2026-02-04T23:53Z [---] followers, [---] engagements "@saxena_puru Revenue is truth. 48% growth at this scale proves the bubble narrative was just a misunderstanding of CapEx cycles. The infrastructure build-out is now converting to cash flow" [X Link](https://x.com/StockNotebook/status/2019216894247727405) 2026-02-05T01:09Z [---] followers, [---] engagements "@aleabitoreddit If you aren't spending $50B+ on silicon you aren't an AI company you're a legacy wrapper. 48% GCP growth confirms the pipes are filling up. $GOOGL funding $180B CapEx from operations means they don't answer to the bond market" [X Link](https://x.com/StockNotebook/status/2019218113938825633) 2026-02-05T01:14Z [---] followers, [---] engagements "@munster_gene Usage per user is the only metric that counts. High frequency means it's becoming a utility not a toy. If Gemini integrates into Workspace workflows while ChatGPT remains a destination site the retention battle is already over. $GOOGL" [X Link](https://x.com/StockNotebook/status/2019226470632288367) 2026-02-05T01:48Z [---] followers, [---] engagements "SpaceX is lobbying to bypass index waiting periods for its $1T IPO. Nasdaq is already proposing a fast entry rule (15 days vs [--] months) for mega-caps. The goal is clear to force passive funds to absorb the supply immediately. $TSLA #SpaceX" [X Link](https://x.com/StockNotebook/status/2019229484164215114) 2026-02-05T01:59Z [---] followers, [---] engagements "$185B CapEx. Google is doubling spend in '26 to corner the compute market. 400B annual revenue and +48% Cloud growth validates the cash furnace. This isn't just an earnings beat; it's a signal that the AI war is now strictly a game of capital scale. $GOOGL $GOOG" [X Link](https://x.com/StockNotebook/status/2019230760105132214) 2026-02-05T02:05Z [---] followers, [---] engagements "Wall Street is repricing the AI Premium as credit risk. Software loans dropped to [--] cents on the dollar while $AMD (-17%) and $PLTR (-12%) capitulated. Capital is actively fleeing code for commodities with Energy +12% YTD. The market finally realizes AI agents eat SaaS seats. $NDAQ $IGV https://twitter.com/i/web/status/2019232009751589330 https://twitter.com/i/web/status/2019232009751589330" [X Link](https://x.com/StockNotebook/status/2019232009751589330) 2026-02-05T02:10Z [---] followers, [---] engagements "Bank of America calls the chip selloff "internally inconsistent" comparing it to the unfounded DeepSeek panic. The market is pricing a paradox: AI cannot be "useless" for chips (low ROI) while simultaneously being "existential" for software (too productive). Cloud CapEx +69% proves the buildout is real. $NVDA $AVGO #AI https://twitter.com/i/web/status/2019233425639510408 https://twitter.com/i/web/status/2019233425639510408" [X Link](https://x.com/StockNotebook/status/2019233425639510408) 2026-02-05T02:15Z [---] followers, [--] engagements "$AMD -17% is a liquidation event not a correction. This is what happens when crowded trades unwind. The market is violently repricing the gap between Capex spend and actual AI revenue. Don't catch the knife until the leverage flush is complete. $SOXL #Tech" [X Link](https://x.com/StockNotebook/status/2019234858862801061) 2026-02-05T02:21Z [---] followers, [---] engagements "We are in a hardware super-cycle where the bottleneck moves every quarter. First it was GPUs now it's HBM/Memory. $QCOM getting hit by a shortage they don't even manufacture proves how tight the ecosystem is. Long memory neutral handsets until the glut returns. $MU $QCOM #Tech https://twitter.com/i/web/status/2019235996609421326 https://twitter.com/i/web/status/2019235996609421326" [X Link](https://x.com/StockNotebook/status/2019235996609421326) 2026-02-05T02:25Z [---] followers, [---] engagements "Tech is dumping while Industrials break out. This isn't a crash it's a re-allocation to value. Defense ($RTX) and Transport ($NSC) hitting highs while AI slides proves capital is seeking tangible cash flow over Capex promises. The "Real Stuff" trade is back. $XLI" [X Link](https://x.com/StockNotebook/status/2019236642452820232) 2026-02-05T02:28Z [---] followers, [--] engagements "The S&P [---] is lying to you. The index is flat because the top 10% is bleeding but the bottom 90% is ripping. [--] highs todaymostly Industrials. his is a healthy washout of tech leverage not a bear market. Buy the companies building things not just coding them. $FDX" [X Link](https://x.com/StockNotebook/status/2019236941162770588) 2026-02-05T02:29Z [---] followers, [--] engagements "$185B CapEx isn't an expense; it's a barrier to entry. Google is spending the GDP of a small nation to corner the compute market. If you aren't burning $45B a quarter you aren't an AI company you're a customer. The scale war is over; Google won. $GOOGL $GOOG https://twitter.com/i/web/status/2019237607150923809 https://twitter.com/i/web/status/2019237607150923809" [X Link](https://x.com/StockNotebook/status/2019237607150923809) 2026-02-05T02:32Z [---] followers, [---] engagements "Tech is bleeding but the market is alive. Nasdaq drops 1.5% in a "brutal selloff" while the Dow rallies. [--] S&P [---] stocks hit 52-week highs today. This is a violent rotation not a crash. Capital is fleeing crowded AI trades for physical value. Adapt or die. $QQQ $DIA #Rotation https://twitter.com/i/web/status/2019238377850130680 https://twitter.com/i/web/status/2019238377850130680" [X Link](https://x.com/StockNotebook/status/2019238377850130680) 2026-02-05T02:35Z [---] followers, [--] engagements "Mad Money's Jim Cramer: 📺 Samsung & SK Hynix are "visionaries" https://www.youtube.com/watchv=NzPzLPmKGII https://www.youtube.com/watchv=NzPzLPmKGII" [X Link](https://x.com/StockNotebook/status/2019253104521453941) 2026-02-05T03:33Z [---] followers, [--] engagements "Why did CPS Technologies Corporation $CPSH skyrocket this year The 2027-2028 thermal crisis. As AI accelerators push toward 2300-3000W (NVDA Rubin Ultra: 2300W AMD MI450X: 2500W) copper/aluminum can't handle the heat flux anymore. Enter AlSiC (Aluminum Silicon Carbide) a metal matrix composite from aerospace/defense that survives tens of thousands of thermal cycles without failing. The problem: Rubin Ultra NVL576 racks hit extreme power densities Traditional copper lids face mass-production issues at volume 3D stacked packages (SoIC) warp under thermal stress Weight becomes a literal" [X Link](https://x.com/StockNotebook/status/2019274187446075882) 2026-02-05T04:57Z [---] followers, [---] engagements "@garyblack00 185B CapEx isn't a budget it's a weapon. Google is spending the GDP of a small nation to privatize the compute layer. If you aren't spending $40B a quarter you aren't a competitor you're a customer. The moat is now purely financial. $GOOGL #AI" [X Link](https://x.com/StockNotebook/status/2019280457725276250) 2026-02-05T05:22Z [---] followers, [---] engagements "Gemini MAUs is the only metric that justifies the spend. You don't build a $185B server farm for empty halls. User adoption is scaling faster than the hardware. This is a supply constraint problem not a demand problem. $GOOGL #Gemini" [X Link](https://x.com/StockNotebook/status/2019280680778412094) 2026-02-05T05:23Z [---] followers, [--] engagements "@DarioCpx You don't naked short 674M ounces in a single contract month unless you are dying. This has the signature of a forced liquidation or a trapped entity defending a margin call. Normal sellers scale out. Distressed sellers dump at market. Someone big is blowing up" [X Link](https://x.com/StockNotebook/status/2019283983847370998) 2026-02-05T05:36Z [---] followers, [----] engagements "325M paid subscriptions is a staggering figure that gets ignored. You are not just an ad company anymore. You are arguably the world's largest subscription bundle (YouTube Premium Google One Gemini). That recurring revenue dampens the ad-cyclicality risk. $GOOGL #SaaS 🟢 https://twitter.com/i/web/status/2019295758248300939 https://twitter.com/i/web/status/2019295758248300939" [X Link](https://x.com/StockNotebook/status/2019295758248300939) 2026-02-05T06:23Z [---] followers, [---] engagements "@DarioCpx Connecting this to the SHFE crash is the critical insight. Smashing the paper price in Shanghai to cover exposure elsewhere is a desperation move. It screams liquidity crisis. They are buying time but at this volume time is the most expensive asset they have" [X Link](https://x.com/StockNotebook/status/2019299614671966645) 2026-02-05T06:38Z [---] followers, [---] engagements "@DarioCpx Bold strategy is the polite way to say suicide mission. Making $3B on gold builds the kind of hubris that blows up funds. Thinking you can corner the silver market on the short side because you won on gold is the classic error of confusing a bull market with brains" [X Link](https://x.com/StockNotebook/status/2019460155641925633) 2026-02-05T17:16Z [---] followers, [----] engagements "@KobeissiLetter Erasing $1 Trillion in [--] days (-$45B/day) is historic. That speed of value destruction suggests a forced liquidation cascade rather than a fundamental repricing. We are watching the weak hands get flushed out in real-time. This level of panic usually marks a local bottom" [X Link](https://x.com/StockNotebook/status/2019465052336636388) 2026-02-05T17:36Z [---] followers, [---] engagements "@saxena_puru If Amazon and Google are spending $200B+ that money has to go somewhere. This is the ultimate bullish signal for the Pick and Shovel plays. The software giants are effectively transferring wealth to the hardware ecosystem to secure their future. $AMZN $GOOGL $NVDA $TSM" [X Link](https://x.com/StockNotebook/status/2019536938399854754) 2026-02-05T22:21Z [---] followers, [---] engagements "@BoringBiz_ We are witnessing the greatest wealth transfer in history from Software to Hardware and Energy. That $600B+ combined Capex is revenue for someone else. Long the grid long the copper long the builders. $NVDA $ETN" [X Link](https://x.com/StockNotebook/status/2019538126654566472) 2026-02-05T22:26Z [---] followers, 18.9K engagements "@DeItaone Amazon's $AMZN spending spree scares Wall Street but could cement its AI dominance. Buy the dip or run for cover" [X Link](https://x.com/StockNotebook/status/2019554058319904890) 2026-02-05T23:29Z [---] followers, [---] engagements "@DarioCpx The irony is that this paper smash just accelerates the physical drain. Lower prices just mean Shanghai and India buy more physical bars for cheaper. They are subsidizing the accumulation of the very metal they need to cover their shorts" [X Link](https://x.com/StockNotebook/status/2019554781346369561) 2026-02-05T23:32Z [---] followers, [----] engagements "🚨 Breaking: Amazon announces staggering $200B CapEx budget for [----] in today's earnings call. Up over 50% from $131.8B in [----] This dwarfs analyst expectations of $146B and edges out Google's $175-185B projection. $AMZN $GOOGL #AI" [X Link](https://x.com/StockNotebook/status/2019558470618321317) 2026-02-05T23:47Z [---] followers, [---] engagements "Big Tech's AI race heats up: Total capex from Amazon Google Meta Microsoft and Apple could top $633B this year. $AMZN $GOOGL $META $MSFT $AAPL" [X Link](https://x.com/StockNotebook/status/2019559639353000008) 2026-02-05T23:51Z [---] followers, [---] engagements "$200 BILLION. 🚨 Amazon is boosting AI spend by 60% in [----]. The market puked (-10%) because AWS growth (+24%) is officially lagging Azure (+39%) and Google (+48%). They are cutting jobs to fund a war they are currently losing. $AMZN #AI #Tech" [X Link](https://x.com/StockNotebook/status/2019581542037881209) 2026-02-06T01:18Z [---] followers, [---] engagements "Amazon shares sank 10% after announcing a 60% boost in '26 AI spend to $200B. AWS growth (+24%) now lags Azure (+39%) & Google (+48%). To fund the war they're cutting 16k jobs & closing stores. The market sees a money pit; Jassy sees the future. $AMZN #AI $MSFT $GOOGL" [X Link](https://x.com/StockNotebook/status/2019581963200524603) 2026-02-06T01:20Z [---] followers, [---] engagements "@saxena_puru The market is bipolar. It claims AI is a dud (capex bubble) while simultaneously fearing it is a god (software killer). You cannot hold both views. If AI kills software the capex is justified. If capex is a bubble software is safe" [X Link](https://x.com/StockNotebook/status/2019612946855579667) 2026-02-06T03:23Z [---] followers, [----] engagements "@zerohedge Capital cycles are undefeated. High margins attract competition which creates oversupply. Samsung lost the technology lead to SK Hynix so now they play the volume game. They will commoditize HBM to regain share. This crushes industry wide margins" [X Link](https://x.com/StockNotebook/status/2019614443999809650) 2026-02-06T03:29Z [---] followers, [---] engagements "@DeItaone Tech sneezes Korea catches the flu. 5% down is a liquidation event" [X Link](https://x.com/StockNotebook/status/2019615586666573982) 2026-02-06T03:34Z [---] followers, [---] engagements "🚨 We are witnessing the greatest wealth transfer in history from Software to Hardware and Energy. Big Tech just announced the largest infrastructure build in history: Amazon: $200B $AMZN Google: $180B $GOOGL Meta: $125B $META Microsoft: $120B $MSFT Tesla: $20B $TSLA Total: $645 Billion Every dollar of capex is revenue for utilities copper miners and construction firms. The wealth transfer from software to hardware has begun. https://twitter.com/i/web/status/2019620051624575081 https://twitter.com/i/web/status/2019620051624575081" [X Link](https://x.com/StockNotebook/status/2019620051624575081) 2026-02-06T03:51Z [---] followers, [---] engagements "@blondesnmoney The index is masking the violence. A 2.5% move in $SPX translates to double-digit drawdowns in the high-beta names Fintwit actually owns" [X Link](https://x.com/StockNotebook/status/2019632066472931637) 2026-02-06T04:39Z [---] followers, [--] engagements "Rick Sherlund on AI capex spending: The market is about to take off. $GOOGL https://www.cnbc.com/video/2026/02/05/rick-sherlund-on-ai-capex-spending-the-market-is-about-to-take-off.html&qsearchterm=Rick%20Sherlund https://www.cnbc.com/video/2026/02/05/rick-sherlund-on-ai-capex-spending-the-market-is-about-to-take-off.html&qsearchterm=Rick%20Sherlund https://www.cnbc.com/video/2026/02/05/rick-sherlund-on-ai-capex-spending-the-market-is-about-to-take-off.html&qsearchterm=Rick%20Sherlund" [X Link](https://x.com/StockNotebook/status/2019646913474162763) 2026-02-06T05:38Z [---] followers, [--] engagements "@DarioCpx This is not a rescue mission. It is a sovereign liquidation" [X Link](https://x.com/StockNotebook/status/2019658542614266147) 2026-02-06T06:24Z [---] followers, [---] engagements "@jbulltard1 The chart tells the whole story. Bitcoin is down 35% but MSTR is down 68%. That 33% gap is the "Saylor Premium" getting wiped out. It is a brutal visual lesson that a proxy is not the asset. $MSTR $BTC" [X Link](https://x.com/StockNotebook/status/2019660479107592659) 2026-02-06T06:32Z [---] followers, [---] engagements "@zerohedge Impressive rebound to close the week with Dow smashing through 50K on a +2.5% surge But after the mid-week tech rout is this the pivot or just buying the dip Eyes on post-Super Bowl momentum" [X Link](https://x.com/StockNotebook/status/2019922324107960701) 2026-02-06T23:53Z [---] followers, [---] engagements "Dow 50k reached fueled by AI & infrastructure spending. But with consumer giants lagging and valuations stretched pros warn "trees don't grow to the sky." Like 1900s boomtowns the rapid rise masks risks. History suggests the next leg could be rocky" [X Link](https://x.com/StockNotebook/status/2019926331614802374) 2026-02-07T00:09Z [---] followers, [---] engagements "@DarioCpx 400m oz Open Interest fighting for 103m oz registered inventory is a 4:1 claim ratio. If the 25% physical settlement trend holds the math guarantees a default in March. Paper markets run on confidence but industrial buyers are draining the actual vaults. $SLV" [X Link](https://x.com/StockNotebook/status/2019945111841657222) 2026-02-07T01:23Z [---] followers, [----] engagements "The Silver Math is Breaking The data points to a Comex delivery crisis in March 2026: Demand: [----] deliveries were 2x [----]. Panic: Feb saw 98% of contracts stand for delivery (Normal is 5%). Supply: Registered inventory crashed 38% in [--] days to just 103M oz. March Open Interest is 429M oz. Available silver is 100M oz. The squeeze is not a theory anymore. It is a mathematical certainty. $SLV https://twitter.com/i/web/status/2019945392532554020 https://twitter.com/i/web/status/2019945392532554020" [X Link](https://x.com/StockNotebook/status/2019945392532554020) 2026-02-07T01:24Z [---] followers, [---] engagements "@market_sleuth You don't violate key swing lows in a bull trend. Breaking the December and January support levels changes the entire character of the chart" [X Link](https://x.com/StockNotebook/status/2019961230245376253) 2026-02-07T02:27Z [---] followers, [----] engagements "@saxena_puru Infrastructure software is the silent beneficiary of this spend. You cannot operate these clusters without the management layer" [X Link](https://x.com/StockNotebook/status/2019965914964488486) 2026-02-07T02:46Z [---] followers, [---] engagements "@CNBC Alphabet quadrupling debt to $46.5B is the critical tell. They are leveraging the balance sheet because they know the window to capture this platform shift is closing. $GOOGL" [X Link](https://x.com/StockNotebook/status/2019973103661744602) 2026-02-07T03:14Z [---] followers, [--] engagements "@Nostre_damus An all time high weekly close means every short seller in history is currently underwater. The bullion banks are trapped in a fractional reserve squeeze they cannot print their way out of. This isn't just a rally. It is a solvency event for the paper market" [X Link](https://x.com/StockNotebook/status/2019975961442230564) 2026-02-07T03:26Z [---] followers, [---] engagements "@placigyunv6567 @saxena_puru Yes ServiceNow $NOW is considered infrastructure software. It provides the essential management layer. The software platform used to monitor automate and manage the complex digital infrastructure that hyperscalers $GOOGL and $MSFT are building" [X Link](https://x.com/StockNotebook/status/2019978174520840376) 2026-02-07T03:35Z [---] followers, [---] engagements "The Largest Infrastructure Buildout in History $NVDA Huang asserts we are witnessing the largest infrastructure buildout in human history. He argues this spending is driven by a fundamental change in computing. AI is shifting software from being a pre-compiled tool (like Excel) to an agentic system that uses tools and generates content in real-time based on context. https://www.youtube.com/watchv=P9dX_ek_6yY https://www.youtube.com/watchv=P9dX_ek_6yY" [X Link](https://x.com/StockNotebook/status/2019982141266813173) 2026-02-07T03:50Z [---] followers, [---] engagements "@MrMikeInvesting 44% FCF $2B+ in free cash flow last quarter alone $5B buyback authorization Rule of [--] company (20% growth + 40% margins) Price is temporary; cash flow is forever. $NOW" [X Link](https://x.com/StockNotebook/status/2019985106736218133) 2026-02-07T04:02Z [---] followers, [----] engagements "@QualityInvest5 44% FCF $2B+ in free cash flow last quarter alone $5B buyback authorization Rule of [--] company (20% growth + 40% margins) Price is temporary; cash flow is forever. Price is wrong. Asset is right. $NOW" [X Link](https://x.com/StockNotebook/status/2019990304326316139) 2026-02-07T04:23Z [---] followers, [---] engagements "@TheOwnersEquity New AI tools are pressuring $SPGI but the bear case misses the moat: Ratings rely on non-public data 7bp fee on bond issuance Margins doubled over [--] years Claude can analyze but it can't certify. The franchise is durable" [X Link](https://x.com/StockNotebook/status/2020000630128144821) 2026-02-07T05:04Z [---] followers, [---] engagements "Big banks are flexing financial health with solid dividend hikes following strong Q4 earnings. Yields hover 2% but growth is the real story. Top picks with growing payouts: $BAC $SCHW $C $GS $JPM $MS $WFC" [X Link](https://x.com/StockNotebook/status/2020009499520536666) 2026-02-07T05:39Z [---] followers, [---] engagements "@hajiyev_rashad Shakeout complete. Reclaiming the Jan 19th high this quickly signals that the path of least resistance is definitively higher. $GLD" [X Link](https://x.com/StockNotebook/status/2020018847651147798) 2026-02-07T06:16Z [---] followers, [---] engagements "Mystery solved. A Chinese Billionaire is the whale who crashed silver prices 16% with a massive [---] ton short position. He walked away with $288M before regulators froze the trade. Volatility is back. $SLV" [X Link](https://x.com/StockNotebook/status/2020029505549869229) 2026-02-07T06:58Z [---] followers, [---] engagements "@duckman1717 Jensen is selling the shovels to bury his own customers. He knows the legacy SaaS model is the fuel for the AI fire. He won't say it but the price action in $NVDA vs $DOCU screams it. Capital is fleeing the application layer to the infrastructure layer" [X Link](https://x.com/StockNotebook/status/2020204522589810983) 2026-02-07T18:34Z [---] followers, [---] engagements "@samsolid57 Sir Chris Hohn is a British billionaire hedge fund manager who runs TCI Fund Management. https://www.youtube.com/watchv=M01NZc2QlDk&t=1455s https://www.youtube.com/watchv=M01NZc2QlDk&t=1455s" [X Link](https://x.com/StockNotebook/status/2020214165747441812) 2026-02-07T19:12Z [---] followers, [---] engagements "@KobeissiLetter The disconnect is critical. Large caps fire to boost margins. Small caps fire to avoid bankruptcy. We are watching the stock market decouple from the real economy. You cannot engineer a soft landing when the entities employing half the workforce are crashing" [X Link](https://x.com/StockNotebook/status/2020226366478905625) 2026-02-07T20:01Z [---] followers, [---] engagements "@zerohedge Record short interest is the ultimate bullish signal. You cannot have a market crash when everyone is already short. Crashes require trapped longs not overconfident bears. This data confirms the path of least resistance is higher" [X Link](https://x.com/StockNotebook/status/2020266525853380881) 2026-02-07T22:40Z [---] followers, [---] engagements "@CapexAndChill RaptorDB Pro's 3x NNACV growth & data fabric in 16/20 top deals scream AI dominance. Sub rev +21% to $3.47B Q4'25 Now Assist 2x NNACV YoY. Not SaaS slowdown. Agentic AI acceleration. '26 guidance 19.5-20% seals it. $NOW" [X Link](https://x.com/StockNotebook/status/2020283873226354953) 2026-02-07T23:49Z [---] followers, [---] engagements "Search margins Retail margins. Googles core Search business prints cash at 50% margins easily funding the AI war chest. Amazon Retail operates at razor thin margins (3%) leaving AWS to foot the entire bill. One has a buffer. $GOOGL The other has a burden. $AMZN https://twitter.com/i/web/status/2020284977603121294 https://twitter.com/i/web/status/2020284977603121294" [X Link](https://x.com/StockNotebook/status/2020284977603121294) 2026-02-07T23:54Z [---] followers, [---] engagements "@firstadopter The FCF divergence is a hardware story. $GOOGL has [--] generations of custom TPUs lowering their inference costs. $AMZN is still paying the "Nvidia Tax" to build capacity. One owns the factory; the other is renting the tools. That is why Googles cash flow holds up" [X Link](https://x.com/StockNotebook/status/2020286825462395358) 2026-02-08T00:01Z [---] followers, [---] engagements "@Mr_Derivatives If $NOW breaks that trendline it is a signal that the entire SaaS premium is evaporating. This stock is the general of the software army. If the general falls at major support the rest of the sector $IGV has another 20% down. $95 is a magnet for a stop run" [X Link](https://x.com/StockNotebook/status/2020319858643333488) 2026-02-08T02:12Z [---] followers, [----] engagements "@oguzerkan Sir Chris Hohn is a British billionaire hedge fund manager who runs TCI Fund Management. https://www.youtube.com/watchv=M01NZc2QlDk&t=1457s https://www.youtube.com/watchv=M01NZc2QlDk&t=1457s" [X Link](https://x.com/StockNotebook/status/2020320891645940078) 2026-02-08T02:16Z [---] followers, [---] engagements "@firstadopter $WMT is winning because they own the consumer in an inflationary regime. Capital is hiding in staples because the soft landing narrative is cracking" [X Link](https://x.com/StockNotebook/status/2020322263611109445) 2026-02-08T02:22Z [---] followers, [--] engagements "Corning $GLW is the hidden winner of the AI arms race. Data centers are bottlenecked by physics not just compute. You need fiber to move data at light speed. The $6B $META deal proves the plumbing is just as critical as the chips" [X Link](https://x.com/StockNotebook/status/2020330626855936382) 2026-02-08T02:55Z [---] followers, [---] engagements "@Kalshi The data is finally catching up to the sentiment on Main Street. The labor market is always the last domino to fall. By the time openings collapse to these levels the recession isn't approaching it has likely been here for two quarters" [X Link](https://x.com/StockNotebook/status/2020336235915669680) 2026-02-08T03:17Z [---] followers, [----] engagements "@junkbondinvest The velocity is the terrifying part. Credit deterioration is usually a slow bleed. A vertical move of $18B implies a sudden systemic realization that the collateral is impaired. We are moving from concern to liquidation without the polite intermediate phase. $HYG" [X Link](https://x.com/StockNotebook/status/2020351129515651394) 2026-02-08T04:17Z [---] followers, [---] engagements "🚨 We are witnessing the greatest wealth transfer in history from Software to Hardware and Energy. Big Tech just announced the largest infrastructure build in history: Amazon: $200B $AMZN Google: $180B $GOOGL Meta: $125B $META Microsoft: $120B $MSFT Tesla: $20B $TSLA Total: $645 Billion Every dollar of capex is revenue for utilities copper miners and construction firms. The wealth transfer from software to hardware has begun. https://twitter.com/i/web/status/2020359309440192913 https://twitter.com/i/web/status/2020359309440192913" [X Link](https://x.com/StockNotebook/status/2020359309440192913) 2026-02-08T04:49Z [---] followers, [---] engagements "@gordocap18 $SPGI is essentially a royalty on the global financial system. Debt issuance They get paid. ETF inflows They get paid. Data Paid. Getting a business with this kind of inevitability at the same price as the average S&P [---] company is a gift" [X Link](https://x.com/StockNotebook/status/2020361791797129577) 2026-02-08T04:59Z [---] followers, [----] engagements "@DimitryNakhla Sir Chris Hohn is a British billionaire hedge fund manager who runs TCI Fund Management. https://www.youtube.com/watchv=M01NZc2QlDk&t=1468s https://www.youtube.com/watchv=M01NZc2QlDk&t=1468s" [X Link](https://x.com/StockNotebook/status/2020363922767757727) 2026-02-08T05:07Z [---] followers, [---] engagements "@fiscal_ai GCP hitting 30% margins kills the bear case. They are no longer buying market share with losses. They are taking share from AWS/Azure while simultaneously expanding margins. That is the most dangerous type of competitor. $GOOGL" [X Link](https://x.com/StockNotebook/status/2020366437890580710) 2026-02-08T05:17Z [---] followers, [---] engagements "@charliebilello Bezos was willing to remain misunderstood for decades to build infrastructure. Walmart was focused on next quarter's comp sales. One played a finite game while the other played an infinite game. The results are now mathematically undeniable. $AMZN $WMT" [X Link](https://x.com/StockNotebook/status/2020375558526497179) 2026-02-08T05:54Z [---] followers, [---] engagements "Michael Oliver's price predictions: Silver: He predicts a range of $300 to $500 per ounce. He states this move could happen quickly potentially by "early summer" of this year. Gold: He discusses a price of $8500. He explains that an eight-fold move from the [----] lows (similar to previous bull markets) would bring gold to $8500. While he says he doesn't have a specific "projected top" he confirms he "would expect" gold to hit that level. $SLV $GLD https://www.youtube.com/watchv=Vw78V5Er3XU https://www.youtube.com/watchv=Vw78V5Er3XU" [X Link](https://x.com/StockNotebook/status/2020387985561211168) 2026-02-08T06:43Z [---] followers, [---] engagements "@FirstSquawk Paper for rock. Smart trade. $GLD" [X Link](https://x.com/StockNotebook/status/2020389321451397616) 2026-02-08T06:48Z [---] followers, [---] engagements "@LeopoldVI @gordocap18 $SPGI has compounded EPS at 15% over the last decade" [X Link](https://x.com/StockNotebook/status/2020390293456175192) 2026-02-08T06:52Z [---] followers, [--] engagements "@JeffWeniger Trying to fit a whale into a goldfish bowl. $GLD $GDX $GC_F @TFMetals" [X Link](https://x.com/StockNotebook/status/2020393522390798540) 2026-02-08T07:05Z [---] followers, [--] engagements "@HannesZipfel It is a bank run but on metal instead of cash. The market is realizing that there are [---] paper claims for every physical ounce in the vault. Everyone is rushing for a chair and the music just stopped. You cannot print ounces. $GLD $SLV @TFMetals" [X Link](https://x.com/StockNotebook/status/2020394970470109309) 2026-02-08T07:11Z [---] followers, [---] engagements "@hajiyev_rashad That wick tells the whole story. $8000 sounds aggressive until you overlay the M2 money supply chart. In purchasing power terms gold is still cheap. $GLD" [X Link](https://x.com/StockNotebook/status/2020395983419437212) 2026-02-08T07:15Z [---] followers, [---] engagements "@BullionBrief That $58184 is Singapore Dollars (SGD). In $USD [----] ounces (the [----] equivalent) is actually worth over $75000 today. $GLD @TFMetals" [X Link](https://x.com/StockNotebook/status/2020398011210399746) 2026-02-08T07:23Z [---] followers, [---] engagements "@YShirley_XAUUSD The most important part of this chart is what isn't there: Resistance above $95. We are entering Blue Sky discovery mode. When you break an all-time high adjusted for inflation there are no bag holders left to sell. The move from $95 to $120 happens in a vacuum. $SLV" [X Link](https://x.com/StockNotebook/status/2020398797814460530) 2026-02-08T07:26Z [---] followers, [---] engagements "@DeItaone Bessent is trying to jawbone the dollar higher. Calling this a blowoff ignores the $38T+ debt pile driving the move. Gold is the only honest auditor of the US fiscal situation. The volatility is just the sound of the alarm going off. $GLD" [X Link](https://x.com/StockNotebook/status/2020570517409865881) 2026-02-08T18:48Z [---] followers, [----] engagements "@buccocapital Block $XYZ is the lucky one. They have public liquidity. The real carnage is waiting in the private markets where thousands of unicorns are sitting on [----] cash that expires this year. They won't be cutting 10% to be efficient. They will be cutting 50% just to survive" [X Link](https://x.com/StockNotebook/status/2020577608828637353) 2026-02-08T19:16Z [---] followers, [---] engagements "@WhaleInsider Dow [-----] is not a sign of strength. It is the scorecard for currency debasement. When stocks rip higher alongside gold it means the currency is the problem. We are entering a Crack-Up Boom where asset prices soar simply because the money is broken. $GLD" [X Link](https://x.com/StockNotebook/status/2020578667341271541) 2026-02-08T19:21Z [---] followers, [---] engagements "@invest091 @DDBlakeFischer @gordocap18 Yes it has to be after-tax. Since the amortization expense creates a tax shield (lowering the cash taxes paid) simply adding back the pre-tax amount would artificially inflate the number. The formula you posted is exactly how I model it to get to true owner earnings. $SPGI" [X Link](https://x.com/StockNotebook/status/2020591433737285987) 2026-02-08T20:11Z [---] followers, [---] engagements "$XPEV is challenging $TSLA's robot dominance. Targeting [----] for mass production of "Iron" humanoids & robo-taxis. Citi sees 35% margins on initial units. Trading at just 1.4x sales vs Tesla's 15x analysts see a massive valuation opportunity" [X Link](https://x.com/StockNotebook/status/2020599041059680563) 2026-02-08T20:42Z [---] followers, [---] engagements "@ai The real bottleneck for AI infrastructure isn't chips it's skilled labor. The US faces a shortage of [-----] electricians annually just as $META $GOOG and $AMZN ramp up data center construction. Big tech capital is chasing a shrinking workforce that can't be trained overnight" [X Link](https://x.com/StockNotebook/status/2020602477666828666) 2026-02-08T20:55Z [---] followers, [---] engagements "@AlanDaitch $GOOGL is not just a tech company anymore. It is effectively an AI ETF. They have successfully hedged their own disruption" [X Link](https://x.com/StockNotebook/status/2020603827922055339) 2026-02-08T21:01Z [---] followers, [--] engagements "$GOOGL [----] CapEx forecast: $175B-$185B (nearly double 2025). The Breakdown: 60% Servers (TPUs/GPUs) 40% Data Centers Goals: Support 750M Gemini users & 48% Cloud growth. CEO Pichai: Despite this massive spend we remain "supply constrained." https://twitter.com/i/web/status/2020605947723337994 https://twitter.com/i/web/status/2020605947723337994" [X Link](https://x.com/StockNotebook/status/2020605947723337994) 2026-02-08T21:09Z [---] followers, [--] engagements "$GOOGL [----] CapEx forecast: $175B-$185B (nearly double 2025). The Breakdown: 60% Servers (TPUs/GPUs) 40% Data Centers Goals: Support 750M Gemini users & 48% Cloud growth. CEO Pichai: Despite this massive spend we remain "supply constrained." https://twitter.com/i/web/status/2020607138125476189 https://twitter.com/i/web/status/2020607138125476189" [X Link](https://x.com/StockNotebook/status/2020607138125476189) 2026-02-08T21:14Z [---] followers, [---] engagements "@zerohedge AI disruption fears are real with the sector shedding $1T in value since late Jan. ServiceNow $NOW down 34% YTD Salesforce $CRM and others following. The market is waking up to the fact that AI turns software from a scarcity into a commodity" [X Link](https://x.com/StockNotebook/status/2020616782755803467) 2026-02-08T21:52Z [---] followers, [---] engagements "@Similarweb This is the power of default. When you own the browser (Chrome) the OS (Android) and the search bar you don't need a viral marketing campaign. $GOOGL" [X Link](https://x.com/StockNotebook/status/2020622728659636316) 2026-02-08T22:16Z [---] followers, [---] engagements "@KobeissiLetter The US taxpayer is now working for foreign bondholders" [X Link](https://x.com/StockNotebook/status/2020646706371756439) 2026-02-08T23:51Z [---] followers, [---] engagements "@great_martis The math prevents a pivot. With $38.6T in debt every rate hike was a step toward insolvency. Now they are forced to cut into inflation to keep the Treasury alive. This isn't a policy choice. It is a sovereign default managed through currency debasement" [X Link](https://x.com/StockNotebook/status/2020652835118133628) 2026-02-09T00:15Z [---] followers, [---] engagements "@KobeissiLetter The bond market is lying. Gold is telling the truth. $GLD $SLV" [X Link](https://x.com/StockNotebook/status/2020664777312223511) 2026-02-09T01:03Z [---] followers, [---] engagements "@zerohedge Central banks have two choices: Save the Currency or Save the Bond Market. They cannot do both. Japan just sacrificed the Yen to save the JGBs. This proves that Yield Curve Control always ends in currency collapse. Mathematical gravity eventually crushes every fiat peg" [X Link](https://x.com/StockNotebook/status/2020665962052157604) 2026-02-09T01:08Z [---] followers, [----] engagements "@DarioCpx The 40% crash on Jan [--] wasn't a sell off. It was a raid on $SLV to manufacture supply. They bought exactly three weeks of time. Now industrial buyers know the vaults are hollow. They will not roll contracts this time. They are taking the metal" [X Link](https://x.com/StockNotebook/status/2020679334978073005) 2026-02-09T02:01Z [---] followers, [----] engagements "@WSJ $10T in AI market cap is effectively held hostage by one textile mill in Japan. Nittobo is the new TSMC. If T-Glass production hiccups the entire Blackwell delivery schedule collapses. Japan controls the choke points: T-Glass (Nittobo) ABF (Ajinomoto) Photoresists (JSR)" [X Link](https://x.com/StockNotebook/status/2020690209806188590) 2026-02-09T02:44Z [---] followers, [---] engagements "@DarioCpx Volatility is spiking because liquidity has evaporated. The bid-ask spread is blowing out because no one is willing to sell physical metal at paper prices. Paper silver is a promise. Physical silver is a fact. $SLV" [X Link](https://x.com/StockNotebook/status/2020697352147984540) 2026-02-09T03:12Z [---] followers, [---] engagements "@TFMetals Barrick Mining Corporation $B $45.16 Q4 Revenue: +65% $1.6B in Free Cash Flow (up 194%) Dividend hike of 140% Yet the stock dumped 5% because production guidance dipped. Barrick produced fewer ounces but made significantly more money per ounce" [X Link](https://x.com/StockNotebook/status/2020707954866159858) 2026-02-09T03:54Z [---] followers, [----] engagements "@great_martis The 10Y is not rising on growth. It is rising on credit risk. With $10T in refinancing hitting a market where the biggest buyer (Japan) just turned net seller the math does not work" [X Link](https://x.com/StockNotebook/status/2020711504618954851) 2026-02-09T04:09Z [---] followers, [---] engagements "Kroger $KR plans to name former Walmart U.S. CEO Greg Foran as its next chief executive. Foran currently leading Air New Zealand is expected to help the grocer navigate inflation and competition following the departure of former CEO Rodney McMullen" [X Link](https://x.com/StockNotebook/status/2020714072275316838) 2026-02-09T04:19Z [---] followers, [---] engagements "@WhaleInsider We just broke a 30-year trend line. Most trading algorithms have literally never processed a Japanese 2Y yield above 1%. Japan is finally choosing to save the Yen at the expense of the bond market" [X Link](https://x.com/StockNotebook/status/2020717396475117977) 2026-02-09T04:32Z [---] followers, [---] engagements "@great_martis Japan is calling its money home. Australia is the beta test for the US sovereign debt crisis. A small open economy losing control of its long end means global liquidity has evaporated. The bond vigilantes have rejected the collateral. The US 10Y is the next domino" [X Link](https://x.com/StockNotebook/status/2020718345507487974) 2026-02-09T04:36Z [---] followers, [---] engagements "$CSU.TO $CSU Stock Price: $2434 CAD (Down 48% from 52-week highs). Revenue Growth: Strong double-digit growth. Q3 Revenue was $2.95B (+16% YoY). YTD Revenue is $8.45B (+15% YoY). The Real Earnings (FCFA2S): Free Cash Flow Available to Shareholders. The holy grail metric for CSU is exploding. Q3 FCFA2S: $529M (+46% YoY). YTD FCFA2S: $1.26B (+27% YoY). Net Income (GAAP): Reported Net Income is down ($402M YTD vs $446M last year) but this is largely noise due to high amortization from acquisitions. Ignore GAAP earnings; follow the cash. Capital Deployment: The machine is still hungry. They" [X Link](https://x.com/StockNotebook/status/2020737818973163803) 2026-02-09T05:53Z [---] followers, [---] engagements "@meeijer @TacticzH A 50% drawdown while revenue hits $11.1B and FCFA2S yield touches 4.5% is a dislocation. You are buying a compounding machine at a utility valuation. Switching costs are the moat. $CSU owns the proprietary data layer" [X Link](https://x.com/StockNotebook/status/2020754390588522793) 2026-02-09T06:59Z [---] followers, [---] engagements "@DeItaone The marginal buyer just left the building. Watch the 30Y. They are not just selling paper. They are swapping counterparty risk for hard assets. Swapping Treasuries for Gold is the ultimate vote of no confidence in the dollar's weaponization. $GLD" [X Link](https://x.com/StockNotebook/status/2020762440003113083) 2026-02-09T07:31Z [---] followers, [----] engagements "@zerohedge That is $2100 of new debt added for every man woman and child in America since October 1st. $696 billion in [---] days means the government borrowed $5.8 billion every single day since October. We are taking out new credit cards just to pay the min. balance on the old ones" [X Link](https://x.com/StockNotebook/status/2020956672987103268) 2026-02-09T20:23Z [---] followers, [----] engagements "@zerohedge Celebrating a slight YoY dip is ignoring the structural insolvency staring us in the face. In [----] the total deficit for the entire year was $439 billion. We just exceeded that total by 58% in only four months. We are sprinting toward a sovereign debt crisis" [X Link](https://x.com/StockNotebook/status/2020958074949992659) 2026-02-09T20:28Z [---] followers, [----] engagements "@DeItaone If even high earners are hitting dollar stores it signals broad value seeking amid inflation pressures. Bullish for $WMT $DG and $DLTR expect margin boosts from volume. But watch grocers like $KR for potential weakness" [X Link](https://x.com/StockNotebook/status/2021043656778748019) 2026-02-10T02:08Z [---] followers, [---] engagements "@DeItaone Gold is the only asset that cannot default. $GLD" [X Link](https://x.com/StockNotebook/status/2021044564497195011) 2026-02-10T02:12Z [---] followers, [---] engagements "@zerohedge The bond market is the truth teller. $100B in bids confirms the street views Google as a utility not a tech stock. Institutional capital is parking cash here for [--] years because they see Search as essential as the power grid. $GOOGL" [X Link](https://x.com/StockNotebook/status/2021046400222626078) 2026-02-10T02:19Z [---] followers, [---] engagements "$RDDT $141.74 Hyper-Growth: Revenue exploding at 70% YoY with software-level 90% gross margins. Profit Pivot: Q4 delivered $252M Net Income on $726M Revenue. That is a 35% Net Margin. Fortress Balance Sheet: Zero debt. $1B buyback authorized immediately. Valuation: Trades at 25x Forward Earnings while growing top-line at 50%+. The Disconnect: That implies a PEG Ratio of [---]. You are paying a value multiple for a hyper-growth monopoly. https://twitter.com/i/web/status/2021061644177100914 https://twitter.com/i/web/status/2021061644177100914" [X Link](https://x.com/StockNotebook/status/2021061644177100914) 2026-02-10T03:20Z [---] followers, [---] engagements "Financial Markets update Monday February [--] [----]. Update on COMEX silver and Shanghai premium Clive Thompson 📺 $GLD $SLV https://www.youtube.com/watchv=_Q13EUVKXMU https://www.youtube.com/watchv=_Q13EUVKXMU" [X Link](https://x.com/StockNotebook/status/2021096997931856327) 2026-02-10T05:40Z [---] followers, [---] engagements "Structural shift: Economic rewards are flowing to capital not labor. Profit share is hitting records while labor share collapses. $NVDA is 20x more valuable than [----] $IBM with 1/10th the staff. AI is accelerating the trend. Assets Wages. $SPY $QQQ $DIA" [X Link](https://x.com/StockNotebook/status/2021267234165760069) 2026-02-10T16:57Z [---] followers, [---] engagements "$HOOD $85.60 Revenue Miss: Q4 sales came in at $1.28 billion missing the FactSet estimate of $1.35 billion though still up 27% year-over-year. Crypto Decline: Revenue from cryptocurrency trades fell 38% in Q4. Earnings Beat: Robinhood reported earnings of [--] cents a share beating the estimated [--] cents. Stock Reaction: Shares fell 7.3% in after-hours trading to $79.35 (-$6.25). Expense Outlook: The company forecasts [----] operating expenses and share-based compensation to rise to $2.6 billion $2.725 billion an 18% increase from the previous year. Prediction Markets: The company traded over 12" [X Link](https://x.com/StockNotebook/status/2021391757850669396) 2026-02-11T01:12Z [---] followers, [---] engagements "@aleabitoreddit The gap between price and value has rarely been this wide. The street is chasing safety in defensive names so hard they have turned them into bubbles. Meanwhile the cyclical memory trade is being priced for bankruptcy while printing money" [X Link](https://x.com/StockNotebook/status/2022125947559014496) 2026-02-13T01:49Z [---] followers, [---] engagements "These three firms produce nearly 95% of the world's DRAM (Dynamic Random Access Memory): SK Hynix (South Korea) $HXSCL Samsung Electronics (South Korea) $SSNLF Micron Technology (USA) $MU HBM (High Bandwidth Memory) https://twitter.com/i/web/status/2022128697696800888 https://twitter.com/i/web/status/2022128697696800888" [X Link](https://x.com/StockNotebook/status/2022128697696800888) 2026-02-13T02:00Z [---] followers, [----] engagements "@HedgeVision Here is the summary of the purchases made by Director Sarah E. Farrell: $RDDT [-----] shares at $148.63 (Feb [--] 2026) [-----] shares at $149.79 (Feb [--] 2026) [----] shares at $139.27 (Feb [--] 2026) Totals: Total Shares Purchased: [-----] Average Price: $148.16" [X Link](https://x.com/StockNotebook/status/2022158379276505415) 2026-02-13T03:58Z [---] followers, [---] engagements "@aakashgupta Google is speed-running AGI with Gemini 3: Accuracy doubled (45% 85%) Cost slashed 82% ($77 $13) Tokens reduced 99% (138k 96) They are solving harder problems with 1% of the effort. The efficiency gains are vertical. $GOOGL" [X Link](https://x.com/StockNotebook/status/2022191552546873489) 2026-02-13T06:10Z [---] followers, [---] engagements "Google is speed-running AGI with Gemini 3: Accuracy doubled (45% 85%) Cost slashed 82% ($77 $13) Tokens reduced 99% (138k 96) They are solving harder problems with 1% of the effort. The efficiency gains are vertical. $GOOGL" [X Link](https://x.com/StockNotebook/status/2022191899151675827) 2026-02-13T06:11Z [---] followers, [---] engagements "@KobeissiLetter Trump plans to roll back steep steel & aluminum tariffs to fight inflation and lower input costs for US manufacturers. This pivot from protectionism to pragmatism is a massive supply-side boost for industrials. $BA $F $CAT $X $AA https://www.ft.com/content/f2eff736-12de-4c33-9826-847d2fdf8be3 https://www.ft.com/content/f2eff736-12de-4c33-9826-847d2fdf8be3" [X Link](https://x.com/StockNotebook/status/2022194457333125538) 2026-02-13T06:21Z [---] followers, [----] engagements "@heyshrutimishra Vertical SaaS is mostly just a wrapper around a database. Agents bypass the UI entirely. If your moat was a workflow it's gone. Value shifts strictly to proprietary data ownership. Seat-based pricing is dead. $RELX $INFY #AI" [X Link](https://x.com/StockNotebook/status/2019150016481268023) 2026-02-04T20:44Z [---] followers, [----] engagements "How a Japanese toilet company became critical to AI: The Toto story 🚽 $TOTDY (5332 Tokyo) Toto Ltd. famous for luxury bidets and toilets is now a crucial supplier in the AI hardware supply chain. Here's the wild journey: The HBM Connection: High Bandwidth Memory (HBM) the ultra-fast memory stacked directly on AI chips requires extreme chemical purity in manufacturing. We're talking parts-per-trillion contamination levels. Toto spent decades perfecting ultra-pure water systems and chemical delivery for semiconductor fabs. Their ceramic and plumbing expertise in handling corrosive chemicals at" [X Link](https://x.com/StockNotebook/status/2019277732790632656) 2026-02-05T05:11Z [---] followers, [--] engagements "@KobeissiLetter $3.62B flowed into the miners $GDX because they are expecting the currency to be debased. $GLD sucking up [--] million ounces in [--] months is a supply shock. You cannot print gold to meet this demand. The paper shorts are running out of physical cover" [X Link](https://x.com/StockNotebook/status/2020260979343519841) 2026-02-07T22:18Z [---] followers, [---] engagements "@DDBlakeFischer @gordocap18 Yes the GAAP print is misleading. Once you add back the $1B in amortization from the IHS Markit deal the real FCF yield is significantly better than the headline P/E suggests. You rarely get to buy a capital light compounder at a cyclical discount. $SPGI" [X Link](https://x.com/StockNotebook/status/2020362552354697650) 2026-02-08T05:02Z [---] followers, [---] engagements "@NoLimitGains Designating silver a critical mineral changed the math. The US government is now the ultimate bid. The floor price is now a matter of national security not technical analysis" [X Link](https://x.com/StockNotebook/status/2021074752228720641) 2026-02-10T04:12Z [---] followers, [----] engagements "@KobeissiLetter The housing market didn't just pop. It took the middle class with it" [X Link](https://x.com/StockNotebook/status/2021324996119818637) 2026-02-10T20:46Z [---] followers, [---] engagements "@DeItaone Sounds like Wells Fargo is spotting opportunity in the gold correction down 10% from January highs but with a fresh [----] target of $6100$6300. Geopolitics and central bank buying could fuel that 20%+ rebound. $GLD" [X Link](https://x.com/StockNotebook/status/2021339754214891629) 2026-02-10T21:45Z [---] followers, [----] engagements "Strategys Michael Saylor: We wont be selling bitcoin well be buying every quarter forever $MSTR $BTC $STRC $STRK $STRF $STRD https://www.cnbc.com/video/2026/02/10/strategys-michael-saylor-we-wont-be-selling-bitcoin-well-be-buying-every-quarter-forever.html https://www.cnbc.com/video/2026/02/10/strategys-michael-saylor-we-wont-be-selling-bitcoin-well-be-buying-every-quarter-forever.html" [X Link](https://x.com/StockNotebook/status/2021359030242099505) 2026-02-10T23:02Z [---] followers, [---] engagements "$SPGI drops nearly 10% after Q4 earnings miss ($4.30 vs $4.33 exp) and soft [----] guidance. Despite 9% revenue growth investors are pricing in AI disruption risks to financial data models. [----] growth forecast slows to 9.5%. CEO's AI optimism failed to stop the slide. $MSCI down 8%. https://www.barrons.com/articles/sp-global-earnings-stock-price-spgi-cd924c4fmod=bol-social-tw https://www.barrons.com/articles/sp-global-earnings-stock-price-spgi-cd924c4fmod=bol-social-tw" [X Link](https://x.com/StockNotebook/status/2021365908191531033) 2026-02-10T23:29Z [---] followers, [---] engagements "@DarioCpx [--] Million oz drain from Eligible in [--] hours. 👀 That is a 4.5m oz daily burn rate. At this pace the system hits a liquidity crisis before Q2. The paper price is irrelevant when the physical vaults are empty. $SLV" [X Link](https://x.com/StockNotebook/status/2021372542691442908) 2026-02-10T23:55Z [---] followers, [---] engagements "@great_martis You identified institutional distribution while everyone was chasing the breakout. Smart money used that wedge to offload inventory" [X Link](https://x.com/StockNotebook/status/2021373814966456492) 2026-02-11T00:00Z [---] followers, [---] engagements "$FORM just confirmed the HBM supercycle is accelerating. Q4 Breakdown: Revenue: $215M (Record) 🟢 Guidance: $225M (Massive Beat) Margins: +540bps expansion HBM yield is the single biggest bottleneck in AI hardware. $FORM owns the checkpoint. If you are long $NVDA / Hynix but ignore the testing layer you are missing the infrastructure arbitrage. https://twitter.com/i/web/status/2021384705883463760 https://twitter.com/i/web/status/2021384705883463760" [X Link](https://x.com/StockNotebook/status/2021384705883463760) 2026-02-11T00:44Z [---] followers, [--] engagements "Coca-Cola $KO $76.81 Financial Performance (Q4) Revenue Miss: Net revenue grew 2% to $11.8 billion missing the $12.05 billion estimate. Organic sales rose 4.8% slightly below the 5% expectation. Earnings Beat: Adjusted EPS came in at [--] cents beating the 56-cent forecast. Stock Reaction: Shares are remain unchanged at $76.81 following the report. Key Drivers & Trends Zero-Sugar Growth: A major bright spot with Coca-Cola Zero Sugar volume jumping 13%. Regional Mix: Unit volume grew in Brazil the U.S. and Japan but weakness in Asia Pacific Europe and the Middle East weighed on juice dairy and" [X Link](https://x.com/StockNotebook/status/2021397921745326497) 2026-02-11T01:36Z [---] followers, [--] engagements "DuPont $DD stock jumped 5% to a new 52-week high ($49.43) after the industrial conglomerate reported better-than-expected fourth-quarter earnings and issued a strong outlook for [----]. Financial Highlights (Q4) Earnings Beat: Adjusted EPS came in at [--] cents beating Wall Street's forecast of [--] cents. Revenue: Sales of $1.7 billion met analyst expectations. Context: Comparisons to the previous year are difficult due to the November spinoff of its electronics business Qnity Electronics. Bullish [----] Outlook Guidance Raise: Management expects full-year [----] EPS of $2.28 (vs. $2.14 expected) and" [X Link](https://x.com/StockNotebook/status/2021414976129212728) 2026-02-11T02:44Z [---] followers, [--] engagements "Warner Bros. Discovery $WBD $27.80 Activist investor Ancora Holdings has acquired a roughly $200 million stake in Warner Bros. Discovery and is launching a campaign to kill the company's pending $72 billion deal with Netflix. Key Details The Conflict: Ancora argues the Netflix deal is "uncertain and inferior." They are pushing Warner's board to pivot to a rival offer from Paramount Skydance. The Rival Bid: Paramount Skydance has made a hostile $78 billion all-cash offer ($30 per share) for the entire company. Ancora believes this offer provides better value and a cleaner regulatory path than" [X Link](https://x.com/StockNotebook/status/2021425673613533278) 2026-02-11T03:26Z [---] followers, [---] engagements "Warner Bros. Discovery $WBD $27.80 Paramount has enhanced its hostile bid for Warner Bros. Discovery adding new financial incentives to convince Warner's board to abandon its pending $72 billion deal with Netflix. Key "Sweeteners" in the New Offer Breakup Fee Coverage: Paramount agreed to pay the $2.8 billion termination fee Warner would owe Netflix if it walks away from that agreement. "Ticking Fee": To address regulatory concerns Paramount added a fee of [--] cents per share to be paid to Warner shareholders for every quarter the deal is delayed past January [----]. Financing Backstop:" [X Link](https://x.com/StockNotebook/status/2021428792254710201) 2026-02-11T03:39Z [---] followers, [--] engagements "The Headline Amazon $AMZN stock has plunged 16% over a seven-day losing streakits worst since November 2022driven by investor fears over the company's aggressive AI spending plans. The Catalyst: Massive Spending $200 Billion Bet: Amazon announced plans for $200 billion in capital expenditures (capex) for [----] the largest amount among major tech "hyperscalers." Astera Labs $ALAB Deal: Details emerged of a $6.5 billion multiyear agreement with Astera Labs for semiconductor connectivity solutions. Investor Fear: Wall Street worries this spending level will make Amazon the first cloud giant to" [X Link](https://x.com/StockNotebook/status/2021726670374281514) 2026-02-11T23:22Z [---] followers, [---] engagements "The Headline Robinhood $HOOD stock sank 11% on Wednesday after the company reported fourth-quarter revenue that missed Wall Street expectations driven by a sharp decline in cryptocurrency trading. Financial Highlights (Q4) Revenue Miss: Sales came in at $1.28 billion missing the estimated $1.35 billion though still up 27% year-over-year. Crypto Slump: Revenue from cryptocurrency trading fell 38% as the "crypto winter" and broader economic concerns reduced demand for volatile assets. Earnings Beat: The company reported earnings of [--] cents a share beating the consensus estimate of [--] cents." [X Link](https://x.com/StockNotebook/status/2021728134106939641) 2026-02-11T23:28Z [---] followers, [--] engagements "AppLovin $APP $427.50 -$29.31 (-6%) Beat. Raise. 84% Margins $3.24 EPS on $1.66B revenue is elite conversion. Scaling profitability alongside 66% growth. GAAP EPS of $3.24 blows the $2.94 estimate out of the water" [X Link](https://x.com/StockNotebook/status/2021736225573363857) 2026-02-12T00:00Z [---] followers, [---] engagements "Shoot first ask questions later. The market is pricing in an extinction event for $TR and $RELX based on a product demo. Volatility is the price of admission right now. Time will prove who has the moat. #Stocks #Anthropic" [X Link](https://x.com/StockNotebook/status/2019082061697450049) 2026-02-04T16:14Z [---] followers, [---] engagements "@Geiger_Capital These numbers are not budgets. They are walls. When the table stakes to compete in AI are $100B+ per year the oligopoly is cemented forever. No startup or VC fund can compete with this scale. The MAG [--] are effectively privatizing the future compute layer" [X Link](https://x.com/StockNotebook/status/2019540054205690319) 2026-02-05T22:34Z [---] followers, [----] engagements "@FinanceLancelot Small caps = the real economy. If they are hitting a wall the consumer is tapped and demand destruction is imminent. It is forecasting a hard landing that crushes demand" [X Link](https://x.com/StockNotebook/status/2020269305246675029) 2026-02-07T22:51Z [---] followers, [---] engagements "@KobeissiLetter The Shanghai premium is aggressively draining physical bars from London and New York. The metal is moving. This metal is transiting from vaults to industry and reserves. $GLD" [X Link](https://x.com/StockNotebook/status/2021376889869218055) 2026-02-11T00:13Z [---] followers, [---] engagements "@KobeissiLetter This kills the rate cut narrative. Powell has zero justification to ease when the labor market is re-accelerating. Markets priced in a pivot that is not coming. Good news for the economy is terrible news for anyone expecting cheap money" [X Link](https://x.com/StockNotebook/status/2021639093034308007) 2026-02-11T17:34Z [---] followers, [--] engagements "Mattel $MAT stock plummeted 25% following a weak holiday quarter. Earnings Miss: Reported adjusted EPS of [--] cents on $1.76 billion in sales missing analyst estimates of [--] cents on $1.84 billion. Strategic Pivot: Announced a $159 million deal to acquire full ownership of Mattel163 a mobile-games studio (developer of digital Uno) signaling a push to better compete in the digital space. Market Reaction: The stock suffered its worst one-day decline since [----]. https://twitter.com/i/web/status/2021729588141847013 https://twitter.com/i/web/status/2021729588141847013" [X Link](https://x.com/StockNotebook/status/2021729588141847013) 2026-02-11T23:34Z [---] followers, [--] engagements "The Headline AppLovin $APP reported strong fourth-quarter results that beat Wall Street expectations yet the stock fell nearly 6% in after-hours trading to $429. Financial Highlights Earnings: Reported EPS of $3.24 beating the consensus estimate of $2.95. Revenue: Sales reached $1.66 billion (up 66% year-over-year) exceeding the expected $1.6 billion. Guidance: The company provided a revenue forecast for the current quarter that also topped analyst projections. Why the Stock is Down Despite the financial beat investors reacted negatively due to several accumulating headwinds: Growth" [X Link](https://x.com/StockNotebook/status/2021732816120168451) 2026-02-11T23:47Z [---] followers, [---] engagements "@CGasparino @AncoraHoldings Jim Chadwick and Ancora 👍 Ancora's $200 million stake in $WBD represents less than 1% of the company's total outstanding shares. Charliebest reporting on the street" [X Link](https://x.com/StockNotebook/status/2021768790338396186) 2026-02-12T02:10Z [---] followers, [---] engagements "@KobeissiLetter Ignore asset-backed mortgages. Focus on the $1.3T in credit card debt. This unsecured financing bridges the gap between living costs and stagnant wages. Consumers are borrowing at 20%+ just to survive" [X Link](https://x.com/StockNotebook/status/2021774334923034760) 2026-02-12T02:32Z [---] followers, [--] engagements "Financial stress is no longer just a low-income problem. It has climbed the ladder to the middle class. The New Distressed Borrower: The average client seeking credit counseling now earns $70000 (up from $40000 pre-pandemic) and carries $35000 in unsecured debt. Delinquencies Rising: 4.8% of household debt is delinquent the highest level since [----]. Sector Stress: Serious delinquencies for credit cards and auto loans are nearing 2008-2009 crisis levels. 13% of FHA mortgage holders are behind on payments. "We are seeing a disturbing shift from discretionary debt to survival debt." Mike Croxson" [X Link](https://x.com/StockNotebook/status/2022091999160283319) 2026-02-12T23:34Z [---] followers, [--] engagements "Coinbase $COIN $141.09 - $12.11 (-7.90%) Expectation was [--] profit per share instead they lost $2.49 per share. Wall Street experts thought Coinbase would be profitable (making money). Instead they reported a total loss of $667 million for the quarter. That equates to burning roughly $7.4 million every single day for [--] days straight. https://twitter.com/i/web/status/2022095902404387241 https://twitter.com/i/web/status/2022095902404387241" [X Link](https://x.com/StockNotebook/status/2022095902404387241) 2026-02-12T23:50Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@StockNotebook Stock Notebook
Stock Notebook posts on X about ai, $googl, $gld, we are the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -84%
Mentions: [--] #
- [--] Week [--] -64%
Followers: [---] #
- [--] Week [---] +22%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 62.04% finance 52.31% technology brands 32.41% countries 6.94% travel destinations 4.17% cryptocurrencies 4.17% automotive brands 3.7% financial services 1.85% exchanges #5504 social networks 1.85%
Social topic influence ai 23.15%, $googl #3243, $gld #132, we are 6.48%, $slv 6.48%, gold 6.48%, $amzn 6.02%, debt #2347, money 5.56%, $spgi #132
Top accounts mentioned or mentioned by @kobeissiletter @dariocpx @deitaone @zerohedge @greatmartis @saxenapuru @aleabitoreddit @hajiyevrashad @gordocap18 @tfmetals @placigyunv6567 @charliebilello @boringbiz @firstadopter @whaleinsider @invest091 @ddblakefischer @chain_alphax @commonsenseplay @realjgbanks
Top assets mentioned Alphabet Inc Class A (GOOGL) SPDR GOLD ETF (GLD) Amazon.com, Inc. (AMZN) S&P Global Inc (SPGI) NVIDIA Corp. (NVDA) Now Coin (NOW) Metadium (META) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Intuit Inc. (INTU) Moody's Corporation (MCO) Salesforce Inc (CRM) ServiceNow Inc (NOW) Apple, Inc. (AAPL) Walmart, Inc. (WMT) Reddit, Inc. (RDDT) RELX PLC (RELX) Warner Bros Discovery, Inc. (WBD) AppLovin Corporation (APP) Fair Isaac, Corp. (FICO) Msci Inc (MSCI) PayPal Holdings Inc (PYPL) LegalZoom.com, Inc. (LZ) Blue Owl Capital, Inc. (OWL)
Top Social Posts
Top posts by engagements in the last [--] hours
"@commonsenseplay The Dividend Only warning is crucial. Yield traps are everywhere right now. When the safe stocks cut payouts the exit door gets very small very fast. Total return Yield chasing"
X Link 2026-01-28T07:03Z [---] followers, [---] engagements
"@RealJGBanks The AI trade is the Energy trade. 🤝 We spent 2024-2025 buying the chips $NVDA. We will spend 2026-2030 buying the power to run them. The rotation is just getting started. $TECK $SCCO #Copper"
X Link 2026-01-28T18:17Z [---] followers, [----] engagements
"@GodsBurnt The math doesn't lie. You can't print your way out of a debt spiral without destroying the currency. The Soft Landing was just a pause before the rug pull. If you don't hold it you don't own it. Keep stacking"
X Link 2026-01-28T19:46Z [---] followers, [---] engagements
"Thanks for sharing these detailed insights from SK Hynix's earnings call. 👍 A few key takeaways that stand out: On HBM4: Impressive that they're hitting performance targets even on 1b nano and planning to match HBM3E yields with MR-MUF. The acknowledgment that competitors will enter but confidence in maintaining competitiveness is notable. On supply constraints: The characterization of memory as a bottleneck in data center expansion really underscores the structural shift happening. Server customers building sets immediately upon securing supply shows how tight things are. Most interesting:"
X Link 2026-01-29T01:50Z [---] followers, [---] engagements
"@aleabitoreddit Cleaning up the balance sheet before the Kioxia IPO $WDC securing supply while Kioxia gets a valuation bump. Win-win. The real play might be the Japanese tool makers $TOELY but $LRCX is the easier trade here"
X Link 2026-01-29T21:43Z [---] followers, [----] engagements
"@DarioCpx [--] million ounces physically settled in one month. Thats not a trade. Thats a bank run on the Comex vaults. The paper games are ending"
X Link 2026-01-30T03:45Z [---] followers, [---] engagements
"@zerohedge Major win for President Trump who made this a priority. Panama's audit found $300M in irregularities since the [----] contract extension $1.2B total over the original [--] year deal. CK Hutchison was selling to BlackRock/MSC for $22.8B. That deal is now dead"
X Link 2026-01-30T03:52Z [---] followers, [----] engagements
"@aleabitoreddit The Tiger Woods connection is wild. 🐅 Lending against TMRW Sports equity Talk about niche risk. It shows how desperate some small banks got for yield"
X Link 2026-01-31T03:31Z [---] followers, [----] engagements
"@hajiyev_rashad The disconnect is the trade. If metals just return to previous highs the miners have 100% upside. The street is ignoring the earnings potential once those margins expand. The catch up rally will be violent. $NEM $AEM"
X Link 2026-01-31T05:57Z [---] followers, [----] engagements
"@SawyerMerritt @Tesla The sheer scale of 100GW is mind bending. We aren't just talking about a factory. We are talking about the backbone of the next industrial revolution. Energy + Compute = The Future"
X Link 2026-01-31T06:44Z [---] followers, [---] engagements
"@sungleeiq When investors sell $IBIT / $ETHA shares BlackRock is legally required to sell the underlying assets to match the outflows. Its automated rebalancing"
X Link 2026-01-31T17:10Z [---] followers, 38.5K engagements
"@zerohedge Its the classic weekend playbook. Thin order books + high leverage = easy hunting for the algorithms. They flush the tourists on Saturday so they can buy back cheaper before the Monday open"
X Link 2026-01-31T20:11Z [---] followers, [---] engagements
"@KobeissiLetter Top [--] Crypto Liquidation Events in History: [--]. Oct [--] 2025: $19.16B (US Tariffs/Macro) [--]. Apr [--] 2021: $9.94B (China Mining Ban) [--]. May [--] 2021: $9.01B (Tesla Reversal) [--]. Feb [--] 2021: $4.10B (Market Correction) [--]. Sep [--] 2021: $3.65B (El Salvador Day)"
X Link 2026-01-31T20:26Z [---] followers, [----] engagements
"@charliebilello From $25B to $436B in less than [--] years is the definition of a compounder. The fact that they added $40B in revenue just last year (the size of a Fortune [---] company) shows the ecosystem flywheel is still accelerating"
X Link 2026-02-01T01:04Z [---] followers, [----] engagements
"👀 The Great Metals Crash of 2026: What [---] Years of Data Predicts Happens Next. This may surprise Clive Thompson 📺 $GLD $SLV https://www.youtube.com/watchv=WCqeTZniq1A https://www.youtube.com/watchv=WCqeTZniq1A"
X Link 2026-02-01T01:22Z [---] followers, [---] engagements
"@KarelMercx Price discovers liquidity. If price crashes yet physical inventory leaves the clearing price is simply too low. Paper trades sentiment. Physical trades reality. Watch the spread not the ticker"
X Link 2026-02-01T18:52Z [---] followers, [----] engagements
"@KobeissiLetter The 2025-2026 cycle differs structurally due to institutional ETF participation. Volatility dampening is likely but the recovery timeline may be more correlated to traditional risk assets this time"
X Link 2026-02-02T01:32Z [---] followers, [----] engagements
"@KobeissiLetter Short interest at [--] year lows isn't just a win for bulls it's a warning that the market has lost its natural shock absorbers. Without short covering to provide a liquidity floor the next dip could be a violent air pocket"
X Link 2026-02-02T15:23Z [---] followers, [----] engagements
"@great_martis Reserve Bank of Australia hikes rates by [--] BPS to 3.85%. Sticky inflation. The data gave them no choice but to hike. The pivot back to higher for longer is officially confirmed. This 25bps hike is the only way to stabilize the long end of the curve and stop the bond bleed"
X Link 2026-02-03T03:38Z [---] followers, [---] engagements
"@great_martis Australia behaving like an emerging market today. The bond vigilantes are testing the RBAs resolve and if this contagion spreads the soft landing narrative is toast. Someone is getting carried out on a stretcher in Sydney right now. This smells like a blown up carry trade"
X Link 2026-02-03T04:58Z [---] followers, [---] engagements
"@DefiWimar The system is repricing what MONEY is. 💰 A GOLD/ SILVER ratio of [--] is incredibly low. If Silver plays catch up to a 15:1 or 20:1 ratio like in 1980: $330 (15:1) $248 (20:1) $GLD $SLV"
X Link 2026-02-03T15:57Z [---] followers, [----] engagements
"@DaveHcontrarian Gold $6800. Silver $180. 🤯 $GLD $SLV GDX to $180 and GDXJ to $250. The current GOLD/ SILVER ratio of [--] is incredibly low. If Silver plays catch up to a 15:1 or 20:1 ratio like in 1980: $330 (15:1) $248 (20:1)"
X Link 2026-02-03T16:35Z [---] followers, [---] engagements
"Constellation Software Inc. $CSU.TO $CSU Share repurchases and other topics $2285 CAD -$169.25 (-6.90%) https://www.youtube.com/watchv=CKVrnVMLJpE https://www.youtube.com/watchv=CKVrnVMLJpE"
X Link 2026-02-03T17:47Z [---] followers, [---] engagements
"(Feb [--] 2026): $SPGI (S&P Global): -8.41% 📉 $MCO (Moody's): -7.06% 📉 $INTU (Intuit): -7.02% 📉 $FICO (Fair Isaac): -6.32% 📉 $MSCI (MSCI Inc): -3.47% 📉"
X Link 2026-02-03T17:48Z [---] followers, [---] engagements
"If Claude can handle complex legal/tax workflows what happens to the margins of $SPGI $MCO and $INTU The market is pricing in massive deflation for professional services. This isn't a correction. It is an existential re-rating. Software eats the world but AI eats the software. https://twitter.com/i/web/status/2018744486898151818 https://twitter.com/i/web/status/2018744486898151818"
X Link 2026-02-03T17:52Z [---] followers, [---] engagements
"It started with European legal tech this morning and now it's crushing the US titans. When you see $SPGI and $MCO down 7-8% in a single session you know the AI disruption narrative has shifted from hype to revenue threat. No one is safe"
X Link 2026-02-03T17:54Z [---] followers, [---] engagements
"@KobeissiLetter That candle is ugly. Sentiment seems to be shifting from FOMO to FEAR very quickly. Watching to see if $175 holds support otherwise we might see a deeper flush. $NVDA"
X Link 2026-02-04T00:03Z [---] followers, [---] engagements
"SaaS (Software as a Service) The Application Layer is getting crushed. Why pay per-seat for a UI wrapper when an LLM can do the work directly. Margins for generic SaaS are heading to zero. The consolidation will be brutal. https://twitter.com/i/web/status/2018846161361084689 https://twitter.com/i/web/status/2018846161361084689"
X Link 2026-02-04T00:36Z [---] followers, 22.5K engagements
"@TheValueist If code becomes a commodity the 80% gross margins for SaaS are history. Why pay a subscription when you can generate the tool for pennies. The deflationary wave is just starting"
X Link 2026-02-04T00:39Z [---] followers, [----] engagements
"@DarioCpx The leverage ratio is getting absurd. 710m oz of paper claims fighting over 103m oz of real metal. The math does not work. When the music stops there won't be enough chairs. Physical is the only safe haven"
X Link 2026-02-04T01:47Z [---] followers, [---] engagements
"@davidmarcus $PYPL is at a crossroads. Can a hardware exec really save a payments software giant Hoping Enrique Lores can turn the ship around but the structural issues you highlighted are deep"
X Link 2026-02-04T01:55Z [---] followers, [----] engagements
"@TheLongInvest When the founders and early backers start cashing out its usually time to pay attention. $NVDA has had an incredible run but nothing goes up in a straight line forever"
X Link 2026-02-04T01:57Z [---] followers, [----] engagements
"Ray Dalio warns that the world is teetering on the edge of a capital war amid simmering geopolitical tensions and volatile capital markets. https://www.youtube.com/shorts/larXoEPH-pk https://www.youtube.com/shorts/larXoEPH-pk"
X Link 2026-02-04T02:28Z [---] followers, [--] engagements
"The moat is evaporating. Investors are finally realizing that if AI can write code and handle legal workflows incumbent software isn't safe. $300B wiped out is just the repricing of sticky revenue becoming unglued. $CRM $ADBE $LZ #AI #SaaS"
X Link 2026-02-04T02:55Z [---] followers, [---] engagements
"The silent killer in this selloff is Private Credit. PE firms loaded up on software buyouts thinking the cash flows were bulletproof. Now $OWL $ARES and $KKR are feeling the heat. If software valuations collapse the collateral damage will be massive"
X Link 2026-02-04T02:55Z [---] followers, [---] engagements
"Anthropic didn't just release a tool. They served an eviction notice to legacy legal tech. $LZ and $TRI down double digits confirms the fear. AI agents are the new operating system. The system of record premium is gone. $LSEG #ArtificialIntelligence"
X Link 2026-02-04T02:57Z [---] followers, [---] engagements
"$300 Billion gone in a single session. The market is rotating from AI benefits everyone to AI replaces the middleman. Hardware is the only safety. Legacy software is the new distressed asset class. Long infrastructure short application layer. $PYPL $EXPE"
X Link 2026-02-04T02:59Z [---] followers, [---] engagements
"@davidbateman If you don't hold it you don't own it. Moving $170M into physical is the ultimate vote of confidence in the metal over the paper system. Draining 2M ounces of physical is a direct hit to the vaults"
X Link 2026-02-04T03:22Z [---] followers, [----] engagements
"@DarioCpx This is what a run on the vault looks like in slow motion. Taking delivery of 15m oz in [--] days is aggressive. Everybody is urgent to secure the physical metal. The paper games are running out of time"
X Link 2026-02-04T03:34Z [---] followers, [----] engagements
"@hajiyev_rashad The bounce off the trendline was textbook. A consolidation phase between $4.9k - $5.2k to build a base makes perfect sense before the next leg up. The $8000 roadmap remains intact. The volatility is just noise if you zoom out. $GLD"
X Link 2026-02-04T05:09Z [---] followers, [----] engagements
"@TheProfInvestor The signal is pointing much higher. Long and Strong. $SLV $GLD"
X Link 2026-02-04T05:26Z [---] followers, [---] engagements
"@AlexFinn The price/performance ratio is the real killer feature here. If Sonnet [--] is truly 2x speed at 0.5x price the agentic future just arrived early. If this beats Opus [---] on reasoning while being cheaper the SaaS landscape changes overnight"
X Link 2026-02-04T05:40Z [---] followers, [---] engagements
"🚨 SaaS BLOODBATH CONTINUES 🚨 The AI carnage just won't stop. Software stocks getting DESTROYED today on fears that AI agents are eating their lunch: 📉 $NOW ServiceNow -7% 📉 $CRM Salesforce -7% 📉 $TEAM Atlassian -9.3% (down 34% YTD) 📉 $MDB MongoDB -7.6% 📉 $DDOG Datadog -6.6% 📉 $ASAN Asana -7.8% 📉 $ESTC Elastic -8% The WisdomTree Cloud Computing Fund just hit its 6th straight red session. $TEAM is now trading at $101.57 down 68.5% from its 52-week high of $322.94. The trigger Anthropic's new automation tools have investors running for the exits. Wall Street is repricing the entire"
X Link 2026-02-04T06:13Z [---] followers, [---] engagements
"🎯 THE "AGENTIC" THREAT IS REAL 🎯 Anthropic's "Cowork" plugin just became the most expensive product launch for legacy software. When the MODEL becomes the APPLICATION what happens to the "System of Record" companies $CRM Salesforce -6.9% 📉 $NOW ServiceNow -7% 📉 $INTU Intuit -10% 📉 They just found out. Here's what Wall Street missed: Claude doesn't need to integrate with your CRM. It doesn't need your workflow engine. It doesn't need your tax software. It just. does the work. No more "systems of record." Just systems of ACTION. The 40-year software playbook: [--]. Build a database [--]. Lock in"
X Link 2026-02-04T06:32Z [---] followers, [---] engagements
"@BoringBiz_ The moat isn't the code anymore. It is the data gravity. Salesforce wins not because their UI is good (it's not) but because ripping out [--] years of customer data is a nightmare. The vibe coded apps will capture the edges but the core is sticky. $WDAY $NOW"
X Link 2026-02-04T15:57Z [---] followers, [---] engagements
"The second-order effects are always the most violent. Software stocks falling is one thing; the lenders dropping -10% is the real signal. $OWL and $ARES have massive loan books backed by SaaS ARR. If that ARR is "AI disrupted" the collateral is worthless. The credit cycle just turned. https://twitter.com/i/web/status/2019083037544222896 https://twitter.com/i/web/status/2019083037544222896"
X Link 2026-02-04T16:18Z [---] followers, [---] engagements
"@KobeissiLetter ETF flows represent the weakest hands not the physical market. Paper tourists are exiting because of a price drop but real demand in Shanghai likely absorbs this discount. Don't confuse ETF outflows with actual metal rejection"
X Link 2026-02-04T20:48Z [---] followers, [---] engagements
"Volatility is the admission fee for the bull market. Silver dropping $9 is violent but the structural deficit remains. Solar panels and EVs don't care about Comex paper games. We are shaking out the tourists before the real move up. $SLV $GLD https://twitter.com/i/web/status/2019153762749763788 https://twitter.com/i/web/status/2019153762749763788"
X Link 2026-02-04T20:59Z [---] followers, [---] engagements
"👀 🪙🥇 @DarioCpx Looks like the gold frenzy in Japan is in full swing With prices hitting around [-----] per gram today amid supply shortages at Tanaka Kikinzoku these lines scream economic unease distrust in fiat inflation fears. Smart move hedging with physical. #GoldRush $GLD https://t.co/q7b0kNr2W1 https://t.co/q7b0kNr2W1"
X Link 2026-02-04T23:53Z [---] followers, [---] engagements
"@saxena_puru Revenue is truth. 48% growth at this scale proves the bubble narrative was just a misunderstanding of CapEx cycles. The infrastructure build-out is now converting to cash flow"
X Link 2026-02-05T01:09Z [---] followers, [---] engagements
"@aleabitoreddit If you aren't spending $50B+ on silicon you aren't an AI company you're a legacy wrapper. 48% GCP growth confirms the pipes are filling up. $GOOGL funding $180B CapEx from operations means they don't answer to the bond market"
X Link 2026-02-05T01:14Z [---] followers, [---] engagements
"@munster_gene Usage per user is the only metric that counts. High frequency means it's becoming a utility not a toy. If Gemini integrates into Workspace workflows while ChatGPT remains a destination site the retention battle is already over. $GOOGL"
X Link 2026-02-05T01:48Z [---] followers, [---] engagements
"SpaceX is lobbying to bypass index waiting periods for its $1T IPO. Nasdaq is already proposing a fast entry rule (15 days vs [--] months) for mega-caps. The goal is clear to force passive funds to absorb the supply immediately. $TSLA #SpaceX"
X Link 2026-02-05T01:59Z [---] followers, [---] engagements
"$185B CapEx. Google is doubling spend in '26 to corner the compute market. 400B annual revenue and +48% Cloud growth validates the cash furnace. This isn't just an earnings beat; it's a signal that the AI war is now strictly a game of capital scale. $GOOGL $GOOG"
X Link 2026-02-05T02:05Z [---] followers, [---] engagements
"Wall Street is repricing the AI Premium as credit risk. Software loans dropped to [--] cents on the dollar while $AMD (-17%) and $PLTR (-12%) capitulated. Capital is actively fleeing code for commodities with Energy +12% YTD. The market finally realizes AI agents eat SaaS seats. $NDAQ $IGV https://twitter.com/i/web/status/2019232009751589330 https://twitter.com/i/web/status/2019232009751589330"
X Link 2026-02-05T02:10Z [---] followers, [---] engagements
"Bank of America calls the chip selloff "internally inconsistent" comparing it to the unfounded DeepSeek panic. The market is pricing a paradox: AI cannot be "useless" for chips (low ROI) while simultaneously being "existential" for software (too productive). Cloud CapEx +69% proves the buildout is real. $NVDA $AVGO #AI https://twitter.com/i/web/status/2019233425639510408 https://twitter.com/i/web/status/2019233425639510408"
X Link 2026-02-05T02:15Z [---] followers, [--] engagements
"$AMD -17% is a liquidation event not a correction. This is what happens when crowded trades unwind. The market is violently repricing the gap between Capex spend and actual AI revenue. Don't catch the knife until the leverage flush is complete. $SOXL #Tech"
X Link 2026-02-05T02:21Z [---] followers, [---] engagements
"We are in a hardware super-cycle where the bottleneck moves every quarter. First it was GPUs now it's HBM/Memory. $QCOM getting hit by a shortage they don't even manufacture proves how tight the ecosystem is. Long memory neutral handsets until the glut returns. $MU $QCOM #Tech https://twitter.com/i/web/status/2019235996609421326 https://twitter.com/i/web/status/2019235996609421326"
X Link 2026-02-05T02:25Z [---] followers, [---] engagements
"Tech is dumping while Industrials break out. This isn't a crash it's a re-allocation to value. Defense ($RTX) and Transport ($NSC) hitting highs while AI slides proves capital is seeking tangible cash flow over Capex promises. The "Real Stuff" trade is back. $XLI"
X Link 2026-02-05T02:28Z [---] followers, [--] engagements
"The S&P [---] is lying to you. The index is flat because the top 10% is bleeding but the bottom 90% is ripping. [--] highs todaymostly Industrials. his is a healthy washout of tech leverage not a bear market. Buy the companies building things not just coding them. $FDX"
X Link 2026-02-05T02:29Z [---] followers, [--] engagements
"$185B CapEx isn't an expense; it's a barrier to entry. Google is spending the GDP of a small nation to corner the compute market. If you aren't burning $45B a quarter you aren't an AI company you're a customer. The scale war is over; Google won. $GOOGL $GOOG https://twitter.com/i/web/status/2019237607150923809 https://twitter.com/i/web/status/2019237607150923809"
X Link 2026-02-05T02:32Z [---] followers, [---] engagements
"Tech is bleeding but the market is alive. Nasdaq drops 1.5% in a "brutal selloff" while the Dow rallies. [--] S&P [---] stocks hit 52-week highs today. This is a violent rotation not a crash. Capital is fleeing crowded AI trades for physical value. Adapt or die. $QQQ $DIA #Rotation https://twitter.com/i/web/status/2019238377850130680 https://twitter.com/i/web/status/2019238377850130680"
X Link 2026-02-05T02:35Z [---] followers, [--] engagements
"Mad Money's Jim Cramer: 📺 Samsung & SK Hynix are "visionaries" https://www.youtube.com/watchv=NzPzLPmKGII https://www.youtube.com/watchv=NzPzLPmKGII"
X Link 2026-02-05T03:33Z [---] followers, [--] engagements
"Why did CPS Technologies Corporation $CPSH skyrocket this year The 2027-2028 thermal crisis. As AI accelerators push toward 2300-3000W (NVDA Rubin Ultra: 2300W AMD MI450X: 2500W) copper/aluminum can't handle the heat flux anymore. Enter AlSiC (Aluminum Silicon Carbide) a metal matrix composite from aerospace/defense that survives tens of thousands of thermal cycles without failing. The problem: Rubin Ultra NVL576 racks hit extreme power densities Traditional copper lids face mass-production issues at volume 3D stacked packages (SoIC) warp under thermal stress Weight becomes a literal"
X Link 2026-02-05T04:57Z [---] followers, [---] engagements
"@garyblack00 185B CapEx isn't a budget it's a weapon. Google is spending the GDP of a small nation to privatize the compute layer. If you aren't spending $40B a quarter you aren't a competitor you're a customer. The moat is now purely financial. $GOOGL #AI"
X Link 2026-02-05T05:22Z [---] followers, [---] engagements
"Gemini MAUs is the only metric that justifies the spend. You don't build a $185B server farm for empty halls. User adoption is scaling faster than the hardware. This is a supply constraint problem not a demand problem. $GOOGL #Gemini"
X Link 2026-02-05T05:23Z [---] followers, [--] engagements
"@DarioCpx You don't naked short 674M ounces in a single contract month unless you are dying. This has the signature of a forced liquidation or a trapped entity defending a margin call. Normal sellers scale out. Distressed sellers dump at market. Someone big is blowing up"
X Link 2026-02-05T05:36Z [---] followers, [----] engagements
"325M paid subscriptions is a staggering figure that gets ignored. You are not just an ad company anymore. You are arguably the world's largest subscription bundle (YouTube Premium Google One Gemini). That recurring revenue dampens the ad-cyclicality risk. $GOOGL #SaaS 🟢 https://twitter.com/i/web/status/2019295758248300939 https://twitter.com/i/web/status/2019295758248300939"
X Link 2026-02-05T06:23Z [---] followers, [---] engagements
"@DarioCpx Connecting this to the SHFE crash is the critical insight. Smashing the paper price in Shanghai to cover exposure elsewhere is a desperation move. It screams liquidity crisis. They are buying time but at this volume time is the most expensive asset they have"
X Link 2026-02-05T06:38Z [---] followers, [---] engagements
"@DarioCpx Bold strategy is the polite way to say suicide mission. Making $3B on gold builds the kind of hubris that blows up funds. Thinking you can corner the silver market on the short side because you won on gold is the classic error of confusing a bull market with brains"
X Link 2026-02-05T17:16Z [---] followers, [----] engagements
"@KobeissiLetter Erasing $1 Trillion in [--] days (-$45B/day) is historic. That speed of value destruction suggests a forced liquidation cascade rather than a fundamental repricing. We are watching the weak hands get flushed out in real-time. This level of panic usually marks a local bottom"
X Link 2026-02-05T17:36Z [---] followers, [---] engagements
"@saxena_puru If Amazon and Google are spending $200B+ that money has to go somewhere. This is the ultimate bullish signal for the Pick and Shovel plays. The software giants are effectively transferring wealth to the hardware ecosystem to secure their future. $AMZN $GOOGL $NVDA $TSM"
X Link 2026-02-05T22:21Z [---] followers, [---] engagements
"@BoringBiz_ We are witnessing the greatest wealth transfer in history from Software to Hardware and Energy. That $600B+ combined Capex is revenue for someone else. Long the grid long the copper long the builders. $NVDA $ETN"
X Link 2026-02-05T22:26Z [---] followers, 18.9K engagements
"@DeItaone Amazon's $AMZN spending spree scares Wall Street but could cement its AI dominance. Buy the dip or run for cover"
X Link 2026-02-05T23:29Z [---] followers, [---] engagements
"@DarioCpx The irony is that this paper smash just accelerates the physical drain. Lower prices just mean Shanghai and India buy more physical bars for cheaper. They are subsidizing the accumulation of the very metal they need to cover their shorts"
X Link 2026-02-05T23:32Z [---] followers, [----] engagements
"🚨 Breaking: Amazon announces staggering $200B CapEx budget for [----] in today's earnings call. Up over 50% from $131.8B in [----] This dwarfs analyst expectations of $146B and edges out Google's $175-185B projection. $AMZN $GOOGL #AI"
X Link 2026-02-05T23:47Z [---] followers, [---] engagements
"Big Tech's AI race heats up: Total capex from Amazon Google Meta Microsoft and Apple could top $633B this year. $AMZN $GOOGL $META $MSFT $AAPL"
X Link 2026-02-05T23:51Z [---] followers, [---] engagements
"$200 BILLION. 🚨 Amazon is boosting AI spend by 60% in [----]. The market puked (-10%) because AWS growth (+24%) is officially lagging Azure (+39%) and Google (+48%). They are cutting jobs to fund a war they are currently losing. $AMZN #AI #Tech"
X Link 2026-02-06T01:18Z [---] followers, [---] engagements
"Amazon shares sank 10% after announcing a 60% boost in '26 AI spend to $200B. AWS growth (+24%) now lags Azure (+39%) & Google (+48%). To fund the war they're cutting 16k jobs & closing stores. The market sees a money pit; Jassy sees the future. $AMZN #AI $MSFT $GOOGL"
X Link 2026-02-06T01:20Z [---] followers, [---] engagements
"@saxena_puru The market is bipolar. It claims AI is a dud (capex bubble) while simultaneously fearing it is a god (software killer). You cannot hold both views. If AI kills software the capex is justified. If capex is a bubble software is safe"
X Link 2026-02-06T03:23Z [---] followers, [----] engagements
"@zerohedge Capital cycles are undefeated. High margins attract competition which creates oversupply. Samsung lost the technology lead to SK Hynix so now they play the volume game. They will commoditize HBM to regain share. This crushes industry wide margins"
X Link 2026-02-06T03:29Z [---] followers, [---] engagements
"@DeItaone Tech sneezes Korea catches the flu. 5% down is a liquidation event"
X Link 2026-02-06T03:34Z [---] followers, [---] engagements
"🚨 We are witnessing the greatest wealth transfer in history from Software to Hardware and Energy. Big Tech just announced the largest infrastructure build in history: Amazon: $200B $AMZN Google: $180B $GOOGL Meta: $125B $META Microsoft: $120B $MSFT Tesla: $20B $TSLA Total: $645 Billion Every dollar of capex is revenue for utilities copper miners and construction firms. The wealth transfer from software to hardware has begun. https://twitter.com/i/web/status/2019620051624575081 https://twitter.com/i/web/status/2019620051624575081"
X Link 2026-02-06T03:51Z [---] followers, [---] engagements
"@blondesnmoney The index is masking the violence. A 2.5% move in $SPX translates to double-digit drawdowns in the high-beta names Fintwit actually owns"
X Link 2026-02-06T04:39Z [---] followers, [--] engagements
"Rick Sherlund on AI capex spending: The market is about to take off. $GOOGL https://www.cnbc.com/video/2026/02/05/rick-sherlund-on-ai-capex-spending-the-market-is-about-to-take-off.html&qsearchterm=Rick%20Sherlund https://www.cnbc.com/video/2026/02/05/rick-sherlund-on-ai-capex-spending-the-market-is-about-to-take-off.html&qsearchterm=Rick%20Sherlund https://www.cnbc.com/video/2026/02/05/rick-sherlund-on-ai-capex-spending-the-market-is-about-to-take-off.html&qsearchterm=Rick%20Sherlund"
X Link 2026-02-06T05:38Z [---] followers, [--] engagements
"@DarioCpx This is not a rescue mission. It is a sovereign liquidation"
X Link 2026-02-06T06:24Z [---] followers, [---] engagements
"@jbulltard1 The chart tells the whole story. Bitcoin is down 35% but MSTR is down 68%. That 33% gap is the "Saylor Premium" getting wiped out. It is a brutal visual lesson that a proxy is not the asset. $MSTR $BTC"
X Link 2026-02-06T06:32Z [---] followers, [---] engagements
"@zerohedge Impressive rebound to close the week with Dow smashing through 50K on a +2.5% surge But after the mid-week tech rout is this the pivot or just buying the dip Eyes on post-Super Bowl momentum"
X Link 2026-02-06T23:53Z [---] followers, [---] engagements
"Dow 50k reached fueled by AI & infrastructure spending. But with consumer giants lagging and valuations stretched pros warn "trees don't grow to the sky." Like 1900s boomtowns the rapid rise masks risks. History suggests the next leg could be rocky"
X Link 2026-02-07T00:09Z [---] followers, [---] engagements
"@DarioCpx 400m oz Open Interest fighting for 103m oz registered inventory is a 4:1 claim ratio. If the 25% physical settlement trend holds the math guarantees a default in March. Paper markets run on confidence but industrial buyers are draining the actual vaults. $SLV"
X Link 2026-02-07T01:23Z [---] followers, [----] engagements
"The Silver Math is Breaking The data points to a Comex delivery crisis in March 2026: Demand: [----] deliveries were 2x [----]. Panic: Feb saw 98% of contracts stand for delivery (Normal is 5%). Supply: Registered inventory crashed 38% in [--] days to just 103M oz. March Open Interest is 429M oz. Available silver is 100M oz. The squeeze is not a theory anymore. It is a mathematical certainty. $SLV https://twitter.com/i/web/status/2019945392532554020 https://twitter.com/i/web/status/2019945392532554020"
X Link 2026-02-07T01:24Z [---] followers, [---] engagements
"@market_sleuth You don't violate key swing lows in a bull trend. Breaking the December and January support levels changes the entire character of the chart"
X Link 2026-02-07T02:27Z [---] followers, [----] engagements
"@saxena_puru Infrastructure software is the silent beneficiary of this spend. You cannot operate these clusters without the management layer"
X Link 2026-02-07T02:46Z [---] followers, [---] engagements
"@CNBC Alphabet quadrupling debt to $46.5B is the critical tell. They are leveraging the balance sheet because they know the window to capture this platform shift is closing. $GOOGL"
X Link 2026-02-07T03:14Z [---] followers, [--] engagements
"@Nostre_damus An all time high weekly close means every short seller in history is currently underwater. The bullion banks are trapped in a fractional reserve squeeze they cannot print their way out of. This isn't just a rally. It is a solvency event for the paper market"
X Link 2026-02-07T03:26Z [---] followers, [---] engagements
"@placigyunv6567 @saxena_puru Yes ServiceNow $NOW is considered infrastructure software. It provides the essential management layer. The software platform used to monitor automate and manage the complex digital infrastructure that hyperscalers $GOOGL and $MSFT are building"
X Link 2026-02-07T03:35Z [---] followers, [---] engagements
"The Largest Infrastructure Buildout in History $NVDA Huang asserts we are witnessing the largest infrastructure buildout in human history. He argues this spending is driven by a fundamental change in computing. AI is shifting software from being a pre-compiled tool (like Excel) to an agentic system that uses tools and generates content in real-time based on context. https://www.youtube.com/watchv=P9dX_ek_6yY https://www.youtube.com/watchv=P9dX_ek_6yY"
X Link 2026-02-07T03:50Z [---] followers, [---] engagements
"@MrMikeInvesting 44% FCF $2B+ in free cash flow last quarter alone $5B buyback authorization Rule of [--] company (20% growth + 40% margins) Price is temporary; cash flow is forever. $NOW"
X Link 2026-02-07T04:02Z [---] followers, [----] engagements
"@QualityInvest5 44% FCF $2B+ in free cash flow last quarter alone $5B buyback authorization Rule of [--] company (20% growth + 40% margins) Price is temporary; cash flow is forever. Price is wrong. Asset is right. $NOW"
X Link 2026-02-07T04:23Z [---] followers, [---] engagements
"@TheOwnersEquity New AI tools are pressuring $SPGI but the bear case misses the moat: Ratings rely on non-public data 7bp fee on bond issuance Margins doubled over [--] years Claude can analyze but it can't certify. The franchise is durable"
X Link 2026-02-07T05:04Z [---] followers, [---] engagements
"Big banks are flexing financial health with solid dividend hikes following strong Q4 earnings. Yields hover 2% but growth is the real story. Top picks with growing payouts: $BAC $SCHW $C $GS $JPM $MS $WFC"
X Link 2026-02-07T05:39Z [---] followers, [---] engagements
"@hajiyev_rashad Shakeout complete. Reclaiming the Jan 19th high this quickly signals that the path of least resistance is definitively higher. $GLD"
X Link 2026-02-07T06:16Z [---] followers, [---] engagements
"Mystery solved. A Chinese Billionaire is the whale who crashed silver prices 16% with a massive [---] ton short position. He walked away with $288M before regulators froze the trade. Volatility is back. $SLV"
X Link 2026-02-07T06:58Z [---] followers, [---] engagements
"@duckman1717 Jensen is selling the shovels to bury his own customers. He knows the legacy SaaS model is the fuel for the AI fire. He won't say it but the price action in $NVDA vs $DOCU screams it. Capital is fleeing the application layer to the infrastructure layer"
X Link 2026-02-07T18:34Z [---] followers, [---] engagements
"@samsolid57 Sir Chris Hohn is a British billionaire hedge fund manager who runs TCI Fund Management. https://www.youtube.com/watchv=M01NZc2QlDk&t=1455s https://www.youtube.com/watchv=M01NZc2QlDk&t=1455s"
X Link 2026-02-07T19:12Z [---] followers, [---] engagements
"@KobeissiLetter The disconnect is critical. Large caps fire to boost margins. Small caps fire to avoid bankruptcy. We are watching the stock market decouple from the real economy. You cannot engineer a soft landing when the entities employing half the workforce are crashing"
X Link 2026-02-07T20:01Z [---] followers, [---] engagements
"@zerohedge Record short interest is the ultimate bullish signal. You cannot have a market crash when everyone is already short. Crashes require trapped longs not overconfident bears. This data confirms the path of least resistance is higher"
X Link 2026-02-07T22:40Z [---] followers, [---] engagements
"@CapexAndChill RaptorDB Pro's 3x NNACV growth & data fabric in 16/20 top deals scream AI dominance. Sub rev +21% to $3.47B Q4'25 Now Assist 2x NNACV YoY. Not SaaS slowdown. Agentic AI acceleration. '26 guidance 19.5-20% seals it. $NOW"
X Link 2026-02-07T23:49Z [---] followers, [---] engagements
"Search margins Retail margins. Googles core Search business prints cash at 50% margins easily funding the AI war chest. Amazon Retail operates at razor thin margins (3%) leaving AWS to foot the entire bill. One has a buffer. $GOOGL The other has a burden. $AMZN https://twitter.com/i/web/status/2020284977603121294 https://twitter.com/i/web/status/2020284977603121294"
X Link 2026-02-07T23:54Z [---] followers, [---] engagements
"@firstadopter The FCF divergence is a hardware story. $GOOGL has [--] generations of custom TPUs lowering their inference costs. $AMZN is still paying the "Nvidia Tax" to build capacity. One owns the factory; the other is renting the tools. That is why Googles cash flow holds up"
X Link 2026-02-08T00:01Z [---] followers, [---] engagements
"@Mr_Derivatives If $NOW breaks that trendline it is a signal that the entire SaaS premium is evaporating. This stock is the general of the software army. If the general falls at major support the rest of the sector $IGV has another 20% down. $95 is a magnet for a stop run"
X Link 2026-02-08T02:12Z [---] followers, [----] engagements
"@oguzerkan Sir Chris Hohn is a British billionaire hedge fund manager who runs TCI Fund Management. https://www.youtube.com/watchv=M01NZc2QlDk&t=1457s https://www.youtube.com/watchv=M01NZc2QlDk&t=1457s"
X Link 2026-02-08T02:16Z [---] followers, [---] engagements
"@firstadopter $WMT is winning because they own the consumer in an inflationary regime. Capital is hiding in staples because the soft landing narrative is cracking"
X Link 2026-02-08T02:22Z [---] followers, [--] engagements
"Corning $GLW is the hidden winner of the AI arms race. Data centers are bottlenecked by physics not just compute. You need fiber to move data at light speed. The $6B $META deal proves the plumbing is just as critical as the chips"
X Link 2026-02-08T02:55Z [---] followers, [---] engagements
"@Kalshi The data is finally catching up to the sentiment on Main Street. The labor market is always the last domino to fall. By the time openings collapse to these levels the recession isn't approaching it has likely been here for two quarters"
X Link 2026-02-08T03:17Z [---] followers, [----] engagements
"@junkbondinvest The velocity is the terrifying part. Credit deterioration is usually a slow bleed. A vertical move of $18B implies a sudden systemic realization that the collateral is impaired. We are moving from concern to liquidation without the polite intermediate phase. $HYG"
X Link 2026-02-08T04:17Z [---] followers, [---] engagements
"🚨 We are witnessing the greatest wealth transfer in history from Software to Hardware and Energy. Big Tech just announced the largest infrastructure build in history: Amazon: $200B $AMZN Google: $180B $GOOGL Meta: $125B $META Microsoft: $120B $MSFT Tesla: $20B $TSLA Total: $645 Billion Every dollar of capex is revenue for utilities copper miners and construction firms. The wealth transfer from software to hardware has begun. https://twitter.com/i/web/status/2020359309440192913 https://twitter.com/i/web/status/2020359309440192913"
X Link 2026-02-08T04:49Z [---] followers, [---] engagements
"@gordocap18 $SPGI is essentially a royalty on the global financial system. Debt issuance They get paid. ETF inflows They get paid. Data Paid. Getting a business with this kind of inevitability at the same price as the average S&P [---] company is a gift"
X Link 2026-02-08T04:59Z [---] followers, [----] engagements
"@DimitryNakhla Sir Chris Hohn is a British billionaire hedge fund manager who runs TCI Fund Management. https://www.youtube.com/watchv=M01NZc2QlDk&t=1468s https://www.youtube.com/watchv=M01NZc2QlDk&t=1468s"
X Link 2026-02-08T05:07Z [---] followers, [---] engagements
"@fiscal_ai GCP hitting 30% margins kills the bear case. They are no longer buying market share with losses. They are taking share from AWS/Azure while simultaneously expanding margins. That is the most dangerous type of competitor. $GOOGL"
X Link 2026-02-08T05:17Z [---] followers, [---] engagements
"@charliebilello Bezos was willing to remain misunderstood for decades to build infrastructure. Walmart was focused on next quarter's comp sales. One played a finite game while the other played an infinite game. The results are now mathematically undeniable. $AMZN $WMT"
X Link 2026-02-08T05:54Z [---] followers, [---] engagements
"Michael Oliver's price predictions: Silver: He predicts a range of $300 to $500 per ounce. He states this move could happen quickly potentially by "early summer" of this year. Gold: He discusses a price of $8500. He explains that an eight-fold move from the [----] lows (similar to previous bull markets) would bring gold to $8500. While he says he doesn't have a specific "projected top" he confirms he "would expect" gold to hit that level. $SLV $GLD https://www.youtube.com/watchv=Vw78V5Er3XU https://www.youtube.com/watchv=Vw78V5Er3XU"
X Link 2026-02-08T06:43Z [---] followers, [---] engagements
"@FirstSquawk Paper for rock. Smart trade. $GLD"
X Link 2026-02-08T06:48Z [---] followers, [---] engagements
"@LeopoldVI @gordocap18 $SPGI has compounded EPS at 15% over the last decade"
X Link 2026-02-08T06:52Z [---] followers, [--] engagements
"@JeffWeniger Trying to fit a whale into a goldfish bowl. $GLD $GDX $GC_F @TFMetals"
X Link 2026-02-08T07:05Z [---] followers, [--] engagements
"@HannesZipfel It is a bank run but on metal instead of cash. The market is realizing that there are [---] paper claims for every physical ounce in the vault. Everyone is rushing for a chair and the music just stopped. You cannot print ounces. $GLD $SLV @TFMetals"
X Link 2026-02-08T07:11Z [---] followers, [---] engagements
"@hajiyev_rashad That wick tells the whole story. $8000 sounds aggressive until you overlay the M2 money supply chart. In purchasing power terms gold is still cheap. $GLD"
X Link 2026-02-08T07:15Z [---] followers, [---] engagements
"@BullionBrief That $58184 is Singapore Dollars (SGD). In $USD [----] ounces (the [----] equivalent) is actually worth over $75000 today. $GLD @TFMetals"
X Link 2026-02-08T07:23Z [---] followers, [---] engagements
"@YShirley_XAUUSD The most important part of this chart is what isn't there: Resistance above $95. We are entering Blue Sky discovery mode. When you break an all-time high adjusted for inflation there are no bag holders left to sell. The move from $95 to $120 happens in a vacuum. $SLV"
X Link 2026-02-08T07:26Z [---] followers, [---] engagements
"@DeItaone Bessent is trying to jawbone the dollar higher. Calling this a blowoff ignores the $38T+ debt pile driving the move. Gold is the only honest auditor of the US fiscal situation. The volatility is just the sound of the alarm going off. $GLD"
X Link 2026-02-08T18:48Z [---] followers, [----] engagements
"@buccocapital Block $XYZ is the lucky one. They have public liquidity. The real carnage is waiting in the private markets where thousands of unicorns are sitting on [----] cash that expires this year. They won't be cutting 10% to be efficient. They will be cutting 50% just to survive"
X Link 2026-02-08T19:16Z [---] followers, [---] engagements
"@WhaleInsider Dow [-----] is not a sign of strength. It is the scorecard for currency debasement. When stocks rip higher alongside gold it means the currency is the problem. We are entering a Crack-Up Boom where asset prices soar simply because the money is broken. $GLD"
X Link 2026-02-08T19:21Z [---] followers, [---] engagements
"@invest091 @DDBlakeFischer @gordocap18 Yes it has to be after-tax. Since the amortization expense creates a tax shield (lowering the cash taxes paid) simply adding back the pre-tax amount would artificially inflate the number. The formula you posted is exactly how I model it to get to true owner earnings. $SPGI"
X Link 2026-02-08T20:11Z [---] followers, [---] engagements
"$XPEV is challenging $TSLA's robot dominance. Targeting [----] for mass production of "Iron" humanoids & robo-taxis. Citi sees 35% margins on initial units. Trading at just 1.4x sales vs Tesla's 15x analysts see a massive valuation opportunity"
X Link 2026-02-08T20:42Z [---] followers, [---] engagements
"@ai The real bottleneck for AI infrastructure isn't chips it's skilled labor. The US faces a shortage of [-----] electricians annually just as $META $GOOG and $AMZN ramp up data center construction. Big tech capital is chasing a shrinking workforce that can't be trained overnight"
X Link 2026-02-08T20:55Z [---] followers, [---] engagements
"@AlanDaitch $GOOGL is not just a tech company anymore. It is effectively an AI ETF. They have successfully hedged their own disruption"
X Link 2026-02-08T21:01Z [---] followers, [--] engagements
"$GOOGL [----] CapEx forecast: $175B-$185B (nearly double 2025). The Breakdown: 60% Servers (TPUs/GPUs) 40% Data Centers Goals: Support 750M Gemini users & 48% Cloud growth. CEO Pichai: Despite this massive spend we remain "supply constrained." https://twitter.com/i/web/status/2020605947723337994 https://twitter.com/i/web/status/2020605947723337994"
X Link 2026-02-08T21:09Z [---] followers, [--] engagements
"$GOOGL [----] CapEx forecast: $175B-$185B (nearly double 2025). The Breakdown: 60% Servers (TPUs/GPUs) 40% Data Centers Goals: Support 750M Gemini users & 48% Cloud growth. CEO Pichai: Despite this massive spend we remain "supply constrained." https://twitter.com/i/web/status/2020607138125476189 https://twitter.com/i/web/status/2020607138125476189"
X Link 2026-02-08T21:14Z [---] followers, [---] engagements
"@zerohedge AI disruption fears are real with the sector shedding $1T in value since late Jan. ServiceNow $NOW down 34% YTD Salesforce $CRM and others following. The market is waking up to the fact that AI turns software from a scarcity into a commodity"
X Link 2026-02-08T21:52Z [---] followers, [---] engagements
"@Similarweb This is the power of default. When you own the browser (Chrome) the OS (Android) and the search bar you don't need a viral marketing campaign. $GOOGL"
X Link 2026-02-08T22:16Z [---] followers, [---] engagements
"@KobeissiLetter The US taxpayer is now working for foreign bondholders"
X Link 2026-02-08T23:51Z [---] followers, [---] engagements
"@great_martis The math prevents a pivot. With $38.6T in debt every rate hike was a step toward insolvency. Now they are forced to cut into inflation to keep the Treasury alive. This isn't a policy choice. It is a sovereign default managed through currency debasement"
X Link 2026-02-09T00:15Z [---] followers, [---] engagements
"@KobeissiLetter The bond market is lying. Gold is telling the truth. $GLD $SLV"
X Link 2026-02-09T01:03Z [---] followers, [---] engagements
"@zerohedge Central banks have two choices: Save the Currency or Save the Bond Market. They cannot do both. Japan just sacrificed the Yen to save the JGBs. This proves that Yield Curve Control always ends in currency collapse. Mathematical gravity eventually crushes every fiat peg"
X Link 2026-02-09T01:08Z [---] followers, [----] engagements
"@DarioCpx The 40% crash on Jan [--] wasn't a sell off. It was a raid on $SLV to manufacture supply. They bought exactly three weeks of time. Now industrial buyers know the vaults are hollow. They will not roll contracts this time. They are taking the metal"
X Link 2026-02-09T02:01Z [---] followers, [----] engagements
"@WSJ $10T in AI market cap is effectively held hostage by one textile mill in Japan. Nittobo is the new TSMC. If T-Glass production hiccups the entire Blackwell delivery schedule collapses. Japan controls the choke points: T-Glass (Nittobo) ABF (Ajinomoto) Photoresists (JSR)"
X Link 2026-02-09T02:44Z [---] followers, [---] engagements
"@DarioCpx Volatility is spiking because liquidity has evaporated. The bid-ask spread is blowing out because no one is willing to sell physical metal at paper prices. Paper silver is a promise. Physical silver is a fact. $SLV"
X Link 2026-02-09T03:12Z [---] followers, [---] engagements
"@TFMetals Barrick Mining Corporation $B $45.16 Q4 Revenue: +65% $1.6B in Free Cash Flow (up 194%) Dividend hike of 140% Yet the stock dumped 5% because production guidance dipped. Barrick produced fewer ounces but made significantly more money per ounce"
X Link 2026-02-09T03:54Z [---] followers, [----] engagements
"@great_martis The 10Y is not rising on growth. It is rising on credit risk. With $10T in refinancing hitting a market where the biggest buyer (Japan) just turned net seller the math does not work"
X Link 2026-02-09T04:09Z [---] followers, [---] engagements
"Kroger $KR plans to name former Walmart U.S. CEO Greg Foran as its next chief executive. Foran currently leading Air New Zealand is expected to help the grocer navigate inflation and competition following the departure of former CEO Rodney McMullen"
X Link 2026-02-09T04:19Z [---] followers, [---] engagements
"@WhaleInsider We just broke a 30-year trend line. Most trading algorithms have literally never processed a Japanese 2Y yield above 1%. Japan is finally choosing to save the Yen at the expense of the bond market"
X Link 2026-02-09T04:32Z [---] followers, [---] engagements
"@great_martis Japan is calling its money home. Australia is the beta test for the US sovereign debt crisis. A small open economy losing control of its long end means global liquidity has evaporated. The bond vigilantes have rejected the collateral. The US 10Y is the next domino"
X Link 2026-02-09T04:36Z [---] followers, [---] engagements
"$CSU.TO $CSU Stock Price: $2434 CAD (Down 48% from 52-week highs). Revenue Growth: Strong double-digit growth. Q3 Revenue was $2.95B (+16% YoY). YTD Revenue is $8.45B (+15% YoY). The Real Earnings (FCFA2S): Free Cash Flow Available to Shareholders. The holy grail metric for CSU is exploding. Q3 FCFA2S: $529M (+46% YoY). YTD FCFA2S: $1.26B (+27% YoY). Net Income (GAAP): Reported Net Income is down ($402M YTD vs $446M last year) but this is largely noise due to high amortization from acquisitions. Ignore GAAP earnings; follow the cash. Capital Deployment: The machine is still hungry. They"
X Link 2026-02-09T05:53Z [---] followers, [---] engagements
"@meeijer @TacticzH A 50% drawdown while revenue hits $11.1B and FCFA2S yield touches 4.5% is a dislocation. You are buying a compounding machine at a utility valuation. Switching costs are the moat. $CSU owns the proprietary data layer"
X Link 2026-02-09T06:59Z [---] followers, [---] engagements
"@DeItaone The marginal buyer just left the building. Watch the 30Y. They are not just selling paper. They are swapping counterparty risk for hard assets. Swapping Treasuries for Gold is the ultimate vote of no confidence in the dollar's weaponization. $GLD"
X Link 2026-02-09T07:31Z [---] followers, [----] engagements
"@zerohedge That is $2100 of new debt added for every man woman and child in America since October 1st. $696 billion in [---] days means the government borrowed $5.8 billion every single day since October. We are taking out new credit cards just to pay the min. balance on the old ones"
X Link 2026-02-09T20:23Z [---] followers, [----] engagements
"@zerohedge Celebrating a slight YoY dip is ignoring the structural insolvency staring us in the face. In [----] the total deficit for the entire year was $439 billion. We just exceeded that total by 58% in only four months. We are sprinting toward a sovereign debt crisis"
X Link 2026-02-09T20:28Z [---] followers, [----] engagements
"@DeItaone If even high earners are hitting dollar stores it signals broad value seeking amid inflation pressures. Bullish for $WMT $DG and $DLTR expect margin boosts from volume. But watch grocers like $KR for potential weakness"
X Link 2026-02-10T02:08Z [---] followers, [---] engagements
"@DeItaone Gold is the only asset that cannot default. $GLD"
X Link 2026-02-10T02:12Z [---] followers, [---] engagements
"@zerohedge The bond market is the truth teller. $100B in bids confirms the street views Google as a utility not a tech stock. Institutional capital is parking cash here for [--] years because they see Search as essential as the power grid. $GOOGL"
X Link 2026-02-10T02:19Z [---] followers, [---] engagements
"$RDDT $141.74 Hyper-Growth: Revenue exploding at 70% YoY with software-level 90% gross margins. Profit Pivot: Q4 delivered $252M Net Income on $726M Revenue. That is a 35% Net Margin. Fortress Balance Sheet: Zero debt. $1B buyback authorized immediately. Valuation: Trades at 25x Forward Earnings while growing top-line at 50%+. The Disconnect: That implies a PEG Ratio of [---]. You are paying a value multiple for a hyper-growth monopoly. https://twitter.com/i/web/status/2021061644177100914 https://twitter.com/i/web/status/2021061644177100914"
X Link 2026-02-10T03:20Z [---] followers, [---] engagements
"Financial Markets update Monday February [--] [----]. Update on COMEX silver and Shanghai premium Clive Thompson 📺 $GLD $SLV https://www.youtube.com/watchv=_Q13EUVKXMU https://www.youtube.com/watchv=_Q13EUVKXMU"
X Link 2026-02-10T05:40Z [---] followers, [---] engagements
"Structural shift: Economic rewards are flowing to capital not labor. Profit share is hitting records while labor share collapses. $NVDA is 20x more valuable than [----] $IBM with 1/10th the staff. AI is accelerating the trend. Assets Wages. $SPY $QQQ $DIA"
X Link 2026-02-10T16:57Z [---] followers, [---] engagements
"$HOOD $85.60 Revenue Miss: Q4 sales came in at $1.28 billion missing the FactSet estimate of $1.35 billion though still up 27% year-over-year. Crypto Decline: Revenue from cryptocurrency trades fell 38% in Q4. Earnings Beat: Robinhood reported earnings of [--] cents a share beating the estimated [--] cents. Stock Reaction: Shares fell 7.3% in after-hours trading to $79.35 (-$6.25). Expense Outlook: The company forecasts [----] operating expenses and share-based compensation to rise to $2.6 billion $2.725 billion an 18% increase from the previous year. Prediction Markets: The company traded over 12"
X Link 2026-02-11T01:12Z [---] followers, [---] engagements
"@aleabitoreddit The gap between price and value has rarely been this wide. The street is chasing safety in defensive names so hard they have turned them into bubbles. Meanwhile the cyclical memory trade is being priced for bankruptcy while printing money"
X Link 2026-02-13T01:49Z [---] followers, [---] engagements
"These three firms produce nearly 95% of the world's DRAM (Dynamic Random Access Memory): SK Hynix (South Korea) $HXSCL Samsung Electronics (South Korea) $SSNLF Micron Technology (USA) $MU HBM (High Bandwidth Memory) https://twitter.com/i/web/status/2022128697696800888 https://twitter.com/i/web/status/2022128697696800888"
X Link 2026-02-13T02:00Z [---] followers, [----] engagements
"@HedgeVision Here is the summary of the purchases made by Director Sarah E. Farrell: $RDDT [-----] shares at $148.63 (Feb [--] 2026) [-----] shares at $149.79 (Feb [--] 2026) [----] shares at $139.27 (Feb [--] 2026) Totals: Total Shares Purchased: [-----] Average Price: $148.16"
X Link 2026-02-13T03:58Z [---] followers, [---] engagements
"@aakashgupta Google is speed-running AGI with Gemini 3: Accuracy doubled (45% 85%) Cost slashed 82% ($77 $13) Tokens reduced 99% (138k 96) They are solving harder problems with 1% of the effort. The efficiency gains are vertical. $GOOGL"
X Link 2026-02-13T06:10Z [---] followers, [---] engagements
"Google is speed-running AGI with Gemini 3: Accuracy doubled (45% 85%) Cost slashed 82% ($77 $13) Tokens reduced 99% (138k 96) They are solving harder problems with 1% of the effort. The efficiency gains are vertical. $GOOGL"
X Link 2026-02-13T06:11Z [---] followers, [---] engagements
"@KobeissiLetter Trump plans to roll back steep steel & aluminum tariffs to fight inflation and lower input costs for US manufacturers. This pivot from protectionism to pragmatism is a massive supply-side boost for industrials. $BA $F $CAT $X $AA https://www.ft.com/content/f2eff736-12de-4c33-9826-847d2fdf8be3 https://www.ft.com/content/f2eff736-12de-4c33-9826-847d2fdf8be3"
X Link 2026-02-13T06:21Z [---] followers, [----] engagements
"@heyshrutimishra Vertical SaaS is mostly just a wrapper around a database. Agents bypass the UI entirely. If your moat was a workflow it's gone. Value shifts strictly to proprietary data ownership. Seat-based pricing is dead. $RELX $INFY #AI"
X Link 2026-02-04T20:44Z [---] followers, [----] engagements
"How a Japanese toilet company became critical to AI: The Toto story 🚽 $TOTDY (5332 Tokyo) Toto Ltd. famous for luxury bidets and toilets is now a crucial supplier in the AI hardware supply chain. Here's the wild journey: The HBM Connection: High Bandwidth Memory (HBM) the ultra-fast memory stacked directly on AI chips requires extreme chemical purity in manufacturing. We're talking parts-per-trillion contamination levels. Toto spent decades perfecting ultra-pure water systems and chemical delivery for semiconductor fabs. Their ceramic and plumbing expertise in handling corrosive chemicals at"
X Link 2026-02-05T05:11Z [---] followers, [--] engagements
"@KobeissiLetter $3.62B flowed into the miners $GDX because they are expecting the currency to be debased. $GLD sucking up [--] million ounces in [--] months is a supply shock. You cannot print gold to meet this demand. The paper shorts are running out of physical cover"
X Link 2026-02-07T22:18Z [---] followers, [---] engagements
"@DDBlakeFischer @gordocap18 Yes the GAAP print is misleading. Once you add back the $1B in amortization from the IHS Markit deal the real FCF yield is significantly better than the headline P/E suggests. You rarely get to buy a capital light compounder at a cyclical discount. $SPGI"
X Link 2026-02-08T05:02Z [---] followers, [---] engagements
"@NoLimitGains Designating silver a critical mineral changed the math. The US government is now the ultimate bid. The floor price is now a matter of national security not technical analysis"
X Link 2026-02-10T04:12Z [---] followers, [----] engagements
"@KobeissiLetter The housing market didn't just pop. It took the middle class with it"
X Link 2026-02-10T20:46Z [---] followers, [---] engagements
"@DeItaone Sounds like Wells Fargo is spotting opportunity in the gold correction down 10% from January highs but with a fresh [----] target of $6100$6300. Geopolitics and central bank buying could fuel that 20%+ rebound. $GLD"
X Link 2026-02-10T21:45Z [---] followers, [----] engagements
"Strategys Michael Saylor: We wont be selling bitcoin well be buying every quarter forever $MSTR $BTC $STRC $STRK $STRF $STRD https://www.cnbc.com/video/2026/02/10/strategys-michael-saylor-we-wont-be-selling-bitcoin-well-be-buying-every-quarter-forever.html https://www.cnbc.com/video/2026/02/10/strategys-michael-saylor-we-wont-be-selling-bitcoin-well-be-buying-every-quarter-forever.html"
X Link 2026-02-10T23:02Z [---] followers, [---] engagements
"$SPGI drops nearly 10% after Q4 earnings miss ($4.30 vs $4.33 exp) and soft [----] guidance. Despite 9% revenue growth investors are pricing in AI disruption risks to financial data models. [----] growth forecast slows to 9.5%. CEO's AI optimism failed to stop the slide. $MSCI down 8%. https://www.barrons.com/articles/sp-global-earnings-stock-price-spgi-cd924c4fmod=bol-social-tw https://www.barrons.com/articles/sp-global-earnings-stock-price-spgi-cd924c4fmod=bol-social-tw"
X Link 2026-02-10T23:29Z [---] followers, [---] engagements
"@DarioCpx [--] Million oz drain from Eligible in [--] hours. 👀 That is a 4.5m oz daily burn rate. At this pace the system hits a liquidity crisis before Q2. The paper price is irrelevant when the physical vaults are empty. $SLV"
X Link 2026-02-10T23:55Z [---] followers, [---] engagements
"@great_martis You identified institutional distribution while everyone was chasing the breakout. Smart money used that wedge to offload inventory"
X Link 2026-02-11T00:00Z [---] followers, [---] engagements
"$FORM just confirmed the HBM supercycle is accelerating. Q4 Breakdown: Revenue: $215M (Record) 🟢 Guidance: $225M (Massive Beat) Margins: +540bps expansion HBM yield is the single biggest bottleneck in AI hardware. $FORM owns the checkpoint. If you are long $NVDA / Hynix but ignore the testing layer you are missing the infrastructure arbitrage. https://twitter.com/i/web/status/2021384705883463760 https://twitter.com/i/web/status/2021384705883463760"
X Link 2026-02-11T00:44Z [---] followers, [--] engagements
"Coca-Cola $KO $76.81 Financial Performance (Q4) Revenue Miss: Net revenue grew 2% to $11.8 billion missing the $12.05 billion estimate. Organic sales rose 4.8% slightly below the 5% expectation. Earnings Beat: Adjusted EPS came in at [--] cents beating the 56-cent forecast. Stock Reaction: Shares are remain unchanged at $76.81 following the report. Key Drivers & Trends Zero-Sugar Growth: A major bright spot with Coca-Cola Zero Sugar volume jumping 13%. Regional Mix: Unit volume grew in Brazil the U.S. and Japan but weakness in Asia Pacific Europe and the Middle East weighed on juice dairy and"
X Link 2026-02-11T01:36Z [---] followers, [--] engagements
"DuPont $DD stock jumped 5% to a new 52-week high ($49.43) after the industrial conglomerate reported better-than-expected fourth-quarter earnings and issued a strong outlook for [----]. Financial Highlights (Q4) Earnings Beat: Adjusted EPS came in at [--] cents beating Wall Street's forecast of [--] cents. Revenue: Sales of $1.7 billion met analyst expectations. Context: Comparisons to the previous year are difficult due to the November spinoff of its electronics business Qnity Electronics. Bullish [----] Outlook Guidance Raise: Management expects full-year [----] EPS of $2.28 (vs. $2.14 expected) and"
X Link 2026-02-11T02:44Z [---] followers, [--] engagements
"Warner Bros. Discovery $WBD $27.80 Activist investor Ancora Holdings has acquired a roughly $200 million stake in Warner Bros. Discovery and is launching a campaign to kill the company's pending $72 billion deal with Netflix. Key Details The Conflict: Ancora argues the Netflix deal is "uncertain and inferior." They are pushing Warner's board to pivot to a rival offer from Paramount Skydance. The Rival Bid: Paramount Skydance has made a hostile $78 billion all-cash offer ($30 per share) for the entire company. Ancora believes this offer provides better value and a cleaner regulatory path than"
X Link 2026-02-11T03:26Z [---] followers, [---] engagements
"Warner Bros. Discovery $WBD $27.80 Paramount has enhanced its hostile bid for Warner Bros. Discovery adding new financial incentives to convince Warner's board to abandon its pending $72 billion deal with Netflix. Key "Sweeteners" in the New Offer Breakup Fee Coverage: Paramount agreed to pay the $2.8 billion termination fee Warner would owe Netflix if it walks away from that agreement. "Ticking Fee": To address regulatory concerns Paramount added a fee of [--] cents per share to be paid to Warner shareholders for every quarter the deal is delayed past January [----]. Financing Backstop:"
X Link 2026-02-11T03:39Z [---] followers, [--] engagements
"The Headline Amazon $AMZN stock has plunged 16% over a seven-day losing streakits worst since November 2022driven by investor fears over the company's aggressive AI spending plans. The Catalyst: Massive Spending $200 Billion Bet: Amazon announced plans for $200 billion in capital expenditures (capex) for [----] the largest amount among major tech "hyperscalers." Astera Labs $ALAB Deal: Details emerged of a $6.5 billion multiyear agreement with Astera Labs for semiconductor connectivity solutions. Investor Fear: Wall Street worries this spending level will make Amazon the first cloud giant to"
X Link 2026-02-11T23:22Z [---] followers, [---] engagements
"The Headline Robinhood $HOOD stock sank 11% on Wednesday after the company reported fourth-quarter revenue that missed Wall Street expectations driven by a sharp decline in cryptocurrency trading. Financial Highlights (Q4) Revenue Miss: Sales came in at $1.28 billion missing the estimated $1.35 billion though still up 27% year-over-year. Crypto Slump: Revenue from cryptocurrency trading fell 38% as the "crypto winter" and broader economic concerns reduced demand for volatile assets. Earnings Beat: The company reported earnings of [--] cents a share beating the consensus estimate of [--] cents."
X Link 2026-02-11T23:28Z [---] followers, [--] engagements
"AppLovin $APP $427.50 -$29.31 (-6%) Beat. Raise. 84% Margins $3.24 EPS on $1.66B revenue is elite conversion. Scaling profitability alongside 66% growth. GAAP EPS of $3.24 blows the $2.94 estimate out of the water"
X Link 2026-02-12T00:00Z [---] followers, [---] engagements
"Shoot first ask questions later. The market is pricing in an extinction event for $TR and $RELX based on a product demo. Volatility is the price of admission right now. Time will prove who has the moat. #Stocks #Anthropic"
X Link 2026-02-04T16:14Z [---] followers, [---] engagements
"@Geiger_Capital These numbers are not budgets. They are walls. When the table stakes to compete in AI are $100B+ per year the oligopoly is cemented forever. No startup or VC fund can compete with this scale. The MAG [--] are effectively privatizing the future compute layer"
X Link 2026-02-05T22:34Z [---] followers, [----] engagements
"@FinanceLancelot Small caps = the real economy. If they are hitting a wall the consumer is tapped and demand destruction is imminent. It is forecasting a hard landing that crushes demand"
X Link 2026-02-07T22:51Z [---] followers, [---] engagements
"@KobeissiLetter The Shanghai premium is aggressively draining physical bars from London and New York. The metal is moving. This metal is transiting from vaults to industry and reserves. $GLD"
X Link 2026-02-11T00:13Z [---] followers, [---] engagements
"@KobeissiLetter This kills the rate cut narrative. Powell has zero justification to ease when the labor market is re-accelerating. Markets priced in a pivot that is not coming. Good news for the economy is terrible news for anyone expecting cheap money"
X Link 2026-02-11T17:34Z [---] followers, [--] engagements
"Mattel $MAT stock plummeted 25% following a weak holiday quarter. Earnings Miss: Reported adjusted EPS of [--] cents on $1.76 billion in sales missing analyst estimates of [--] cents on $1.84 billion. Strategic Pivot: Announced a $159 million deal to acquire full ownership of Mattel163 a mobile-games studio (developer of digital Uno) signaling a push to better compete in the digital space. Market Reaction: The stock suffered its worst one-day decline since [----]. https://twitter.com/i/web/status/2021729588141847013 https://twitter.com/i/web/status/2021729588141847013"
X Link 2026-02-11T23:34Z [---] followers, [--] engagements
"The Headline AppLovin $APP reported strong fourth-quarter results that beat Wall Street expectations yet the stock fell nearly 6% in after-hours trading to $429. Financial Highlights Earnings: Reported EPS of $3.24 beating the consensus estimate of $2.95. Revenue: Sales reached $1.66 billion (up 66% year-over-year) exceeding the expected $1.6 billion. Guidance: The company provided a revenue forecast for the current quarter that also topped analyst projections. Why the Stock is Down Despite the financial beat investors reacted negatively due to several accumulating headwinds: Growth"
X Link 2026-02-11T23:47Z [---] followers, [---] engagements
"@CGasparino @AncoraHoldings Jim Chadwick and Ancora 👍 Ancora's $200 million stake in $WBD represents less than 1% of the company's total outstanding shares. Charliebest reporting on the street"
X Link 2026-02-12T02:10Z [---] followers, [---] engagements
"@KobeissiLetter Ignore asset-backed mortgages. Focus on the $1.3T in credit card debt. This unsecured financing bridges the gap between living costs and stagnant wages. Consumers are borrowing at 20%+ just to survive"
X Link 2026-02-12T02:32Z [---] followers, [--] engagements
"Financial stress is no longer just a low-income problem. It has climbed the ladder to the middle class. The New Distressed Borrower: The average client seeking credit counseling now earns $70000 (up from $40000 pre-pandemic) and carries $35000 in unsecured debt. Delinquencies Rising: 4.8% of household debt is delinquent the highest level since [----]. Sector Stress: Serious delinquencies for credit cards and auto loans are nearing 2008-2009 crisis levels. 13% of FHA mortgage holders are behind on payments. "We are seeing a disturbing shift from discretionary debt to survival debt." Mike Croxson"
X Link 2026-02-12T23:34Z [---] followers, [--] engagements
"Coinbase $COIN $141.09 - $12.11 (-7.90%) Expectation was [--] profit per share instead they lost $2.49 per share. Wall Street experts thought Coinbase would be profitable (making money). Instead they reported a total loss of $667 million for the quarter. That equates to burning roughly $7.4 million every single day for [--] days straight. https://twitter.com/i/web/status/2022095902404387241 https://twitter.com/i/web/status/2022095902404387241"
X Link 2026-02-12T23:50Z [---] followers, [---] engagements
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