#  @TedHZhang Ted Zhang Stanley Druckenmiller, a renowned investor, has been making headlines with his insights on trading and investing. He emphasizes the importance of sizing and risk management, and notes that contrarian investing is overrated, as the crowd makes money 80% of the time. Meanwhile, various stocks are making significant moves, including $PLTR, $PATH, and $UBER, with some experiencing high volume and potential breakouts. ### Engagements: [------] [#](/creator/twitter::776162618792869888/interactions)  - [--] Week [-------] -29% - [--] Month [---------] -15% - [--] Months [----------] +222% - [--] Year [----------] +65% ### Mentions: [--] [#](/creator/twitter::776162618792869888/posts_active)  - [--] Week [---] -44% - [--] Month [---] +22% - [--] Months [-----] +126% - [--] Year [-----] +16% ### Followers: [------] [#](/creator/twitter::776162618792869888/followers)  - [--] Week [------] +1.40% - [--] Month [------] +3.50% - [--] Months [------] +35% - [--] Year [------] +58% ### CreatorRank: [-------] [#](/creator/twitter::776162618792869888/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 40.86% [finance](/list/finance) 33.33% [cryptocurrencies](/list/cryptocurrencies) 16.13% [technology brands](/list/technology-brands) 16.13% [automotive brands](/list/automotive-brands) 5.38% [celebrities](/list/celebrities) 4.3% [countries](/list/countries) 3.23% [social networks](/list/social-networks) 2.69% [exchanges](/list/exchanges) #5727 [financial services](/list/financial-services) 1.08% **Social topic influence** [ai](/topic/ai) 10.22%, [in the](/topic/in-the) 6.45%, [$sndk](/topic/$sndk) #229, [stocks](/topic/stocks) #2511, [bitcoin](/topic/bitcoin) 5.91%, [$tsla](/topic/$tsla) #949, [the first](/topic/the-first) #3506, [inflation](/topic/inflation) #937, [money](/topic/money) 3.76%, [strong](/topic/strong) 3.76% **Top accounts mentioned or mentioned by** [@revereasset](/creator/undefined) [@realsimpleariel](/creator/undefined) [@perplexityai](/creator/undefined) [@qullamaggie](/creator/undefined) [@jarzt](/creator/undefined) [@theshortbear](/creator/undefined) [@standuquesne](/creator/undefined) [@cflanders7](/creator/undefined) [@nickschmidt](/creator/undefined) [@investright42](/creator/undefined) [@griffithfrank](/creator/undefined) [@billackman](/creator/undefined) [@deepvue](/creator/undefined) [@a16z](/creator/undefined) [@venturetwins](/creator/undefined) [@projectedikirk](/creator/undefined) [@elonmusk](/creator/undefined) [@nau060810](/creator/undefined) [@becomethetape](/creator/undefined) [@fistlegs](/creator/undefined) **Top assets mentioned** [Sandisk Corporation (SNDK)](/topic/$sndk) [Bitcoin (BTC)](/topic/bitcoin) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Strategy (MSTR)](/topic/$mstr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [AppLovin Corporation (APP)](/topic/$app) [iShares BTC Trust (IBIT)](/topic/$ibit) [GE Vernova Inc. (GEV)](/topic/$gev) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Corning Incorporated (GLW)](/topic/$glw) [Coherent Inc (COHR)](/topic/$cohr) [Ciena Corporation (CIEN)](/topic/$cien) [Micron Technology, Inc. (MU)](/topic/$mu) [Western Digital Corp (WDC)](/topic/$wdc) [Stacks (STX)](/topic/$stx) [Fastly, Inc. (FSLY)](/topic/$fsly) [Oracle Corporation (ORCL)](/topic/$orcl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [American Eagle Outfitters (AEO)](/topic/$aeo) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Microsoft Corp. (MSFT)](/topic/$msft) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [Planet Labs PBC (PL)](/topic/$pl) [SPDR GOLD ETF (GLD)](/topic/$gld) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Southwest Airlines Co (LUV)](/topic/$luv) [Intel Corporation (INTC)](/topic/$intc) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Bloom Energy Corporation (BE)](/topic/$be) [Nextracker Inc. (NXT)](/topic/$nxt) [CatCoin (CAT)](/topic/$cat) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Reddit, Inc. (RDDT)](/topic/$rddt) [aelf (ELF)](/topic/$elf) [FinGuard (FNGD)](/topic/$fngd) [Peabody Energy Corporation (BTU)](/topic/$btu) [Ares Management, Corp. (ARES)](/topic/$ares) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Carlyle Group, Inc. (CG)](/topic/$cg) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) ### Top Social Posts Top posts by engagements in the last [--] hours "Significant movers today Upside: $BMNR $ZEPP $PLL $SOUN $MSOS Downside: $AI $DXYZ" [X Link](https://x.com/TedHZhang/status/1954934834545000589) 2025-08-11T15:56Z 60.4K followers, [----] engagements "Take some time this weekend and review your biggest winners of the last month quarter year and lifetime as well as your biggest losers. It is so revealing" [X Link](https://x.com/TedHZhang/status/1977062932753109362) 2025-10-11T17:25Z 60.3K followers, 16.5K engagements "$PBW clean energy ETF has a nice 5-week base developing Top holdings: [--]. $CSIQ (3.75%) [--]. $FLNC (2.88%) [--]. $EOSE (2.62%) [--]. $NXT (2.40%) [--]. $BE (2.29%) [--]. $SLDP (2.24%) [--]. $LAC (2.18%) [--]. $ORA (2.08%) [--]. $FSLR (2.05%) [--]. $BEPF (1.91%) Other notable holdings: $QS $SHLS $BLDP $POWL $XPEV $SEDG $RIVN $TSLA $JOBY $AMPX https://twitter.com/i/web/status/1988412955650658568 https://twitter.com/i/web/status/1988412955650658568" [X Link](https://x.com/TedHZhang/status/1988412955650658568) 2025-11-12T01:06Z 60.6K followers, 10.2K engagements "Just some of the many bases I am tracking and stalking: $KRE $PBW $REMX $COPX $CAT $LMND $TSLA $TMDX $SOFI $GEV $RDDT $EQT $GFI What are you stalking and excited about https://twitter.com/i/web/status/1995263626295324946 https://twitter.com/i/web/status/1995263626295324946" [X Link](https://x.com/TedHZhang/status/1995263626295324946) 2025-11-30T22:48Z 60.6K followers, 13.6K engagements "$COIN aiming to introduce prediction markets according to Bloomberg Prediction markets are one of the current hot themes. Polymarket and Kalshi raising money at big valuations. $GEMI introduced prediction markets and was up 32% yesterday" [X Link](https://x.com/TedHZhang/status/1999476825874137477) 2025-12-12T13:49Z 60.4K followers, [----] engagements "Tech and crypto weak $SBIT $MSTZ $SMST as the best breakouts with $AVGO $ORCL $NVDA $ALAB $CRDO continued weakness. Retail and healthcare strong $ANF $AEO $VSCO $URBN $LLY $IHI $GH" [X Link](https://x.com/TedHZhang/status/2000685362637611024) 2025-12-15T21:52Z 60.4K followers, [----] engagements "Retail/consumer names that have made big moves in the past like $ELF $ANF $VSCO $AEO $CAVA arent the flashiest companies and are cyclical. But when they are in their earnings up cycles combined with a strong economy they can often make big and linear moves" [X Link](https://x.com/TedHZhang/status/2008606467457511557) 2026-01-06T18:27Z 60.4K followers, [----] engagements "$VSCO recently broke out of a high-tight flag. I am watching retail names $ANF $AEO closely. They aren't the sexiest but they can make some big linear moves" [X Link](https://x.com/TedHZhang/status/2009405047780585833) 2026-01-08T23:21Z 61.1K followers, [----] engagements "I talk about linearity of a stock often. What is it really $GOOGL albeit a slower name is a perfect example of linearity - controlled and smooth movement that respects key moving averages (specifically the 10-week MA) flawlessly" [X Link](https://x.com/TedHZhang/status/2010489346516779140) 2026-01-11T23:09Z 60.4K followers, [----] engagements "@Tommy24222689 @RealSimpleAriel @ConnorJBates_ We were near 100% cash heading into the tariff crash with $SOXS $SQQQ $FNGD" [X Link](https://x.com/TedHZhang/status/2011917521595531636) 2026-01-15T21:44Z 60.3K followers, [---] engagements "Infrastructure and Energy: Trump admin mandated emergency operations for coal/nuclear to support AI data centers power needs. Coal: $BTU $AMR $HCC Nuclear: $URA $URNM $CCJ $LEU $UUUU $UEC $SMR $OKLO" [X Link](https://x.com/TedHZhang/status/2013380866613879272) 2026-01-19T22:39Z 60.4K followers, [----] engagements "Massive validation for $TSLA Full-self driving. When an insurance company lowers prices it means they are pricing in less risk. BREAKING: LEMONADE ISSURANCE TO OFFER 50% RATE CUT FOR $TSLA WHEN SELF-DRIVING IS ACTIVATED 👀 This is huge https://t.co/5V2PrrkuMy BREAKING: LEMONADE ISSURANCE TO OFFER 50% RATE CUT FOR $TSLA WHEN SELF-DRIVING IS ACTIVATED 👀 This is huge https://t.co/5V2PrrkuMy" [X Link](https://x.com/TedHZhang/status/2014055381652169143) 2026-01-21T19:19Z 61.1K followers, 13.1K engagements "Small unknown rare earth name $TROX in the $REMX ETF recently just turned up into a stage [--] uptrend from a prolonged stage [--] decline. They are a producer of titanium dioxide that has many use cases in AI infrastructure: thermal management (cooling chips). Included into nanofluids that do a better job cooling CPU/GPU than water Memristors & Neuromorphic Computing: Scientists are using TiO2 to develop "memristors"resistors that can "remember" the amount of charge that has flowed through them. This is a foundational technology for neuromorphic computing which aims to mimic the architecture of" [X Link](https://x.com/TedHZhang/status/2014084493422780453) 2026-01-21T21:15Z 61.2K followers, 12.6K engagements "The copper future monthly chart reminds me of Gold and Silver before they broke out. The story is simple: MASSIVE demand for copper as the cheapest and best electricity conductor right now for the electricity buildout for AI" [X Link](https://x.com/TedHZhang/status/2014460272488882477) 2026-01-22T22:08Z 61.2K followers, 12.3K engagements "A big lesson I've learned over the last 1-2 years from @Qullamaggie and @theparabolic1" [X Link](https://x.com/TedHZhang/status/2014721144205529138) 2026-01-23T15:25Z 60.4K followers, 14.3K engagements "Owned in TURBO Our $REMX rare earth ETF indirectly has exposure to Latin/South America with $SGML $LAR as components. $SGML (Brazilian lithium miner) $LAR (Argentinian lithium miner) Anyone paying attention to the fact that Latin America is breaking out of a 15+ year downtrend $ILF https://t.co/Wlra10JH29 Anyone paying attention to the fact that Latin America is breaking out of a 15+ year downtrend $ILF https://t.co/Wlra10JH29" [X Link](https://x.com/TedHZhang/status/2014810120857735608) 2026-01-23T21:19Z 60.4K followers, 10.3K engagements "$ARES $CG $OWL $KKR private credit weak. Something is up in this area as credit is one of the main ways to fund business growth. *BLACKROCK PRIVATE DEBT FUND EXPECTS 19% NET ASSET VALUE CUT - Bloomberg. (2) *BLACKROCK PRIVATE DEBT FUND EXPECTS 19% NET ASSET VALUE CUT - Bloomberg. (2)" [X Link](https://x.com/TedHZhang/status/2015812507567263961) 2026-01-26T15:42Z 61.2K followers, [----] engagements "@TSDR_Trading We all know big moves come from big bases but when things are in big bases no one is interested (that is the nature of bases as they wear everyone out). Then they go vertical like gold silver $SNDK Space $REMX and all of a sudden everyone wants in" [X Link](https://x.com/TedHZhang/status/2015903546357514443) 2026-01-26T21:43Z 60.4K followers, [---] engagements "$MSFT launched their Maia [---] AI chip launch. $MAIA a random biotech firm is up 8% pre-market" [X Link](https://x.com/TedHZhang/status/2016150761281835342) 2026-01-27T14:06Z 61.2K followers, [----] engagements "Silver may or may not have topped but the price/volume action IS NOT even close to that of the climax runs of $MSTR $SMCI. Think there will be more frustration involved. If anything Silver futures look like it is working off the extension now with the 10-EMA catching up. We will see. Just trailing 15% of the original position now in TURBO holding for a defensive sell because I have no idea how high this can go. https://twitter.com/i/web/status/2016162698401132635 https://twitter.com/i/web/status/2016162698401132635" [X Link](https://x.com/TedHZhang/status/2016162698401132635) 2026-01-27T14:53Z 60.4K followers, 29.7K engagements "Optical names back with some strength and momentum off $GLW partnership with $META $COHR $LITE $CIEN $TSEM" [X Link](https://x.com/TedHZhang/status/2016166871658115574) 2026-01-27T15:10Z 60.3K followers, [----] engagements "$TMDX advance organ care system used in hospitals for organ transplant/harvesting transportation care with triple digit earnings setting up in a big weekly base. This setup looks identical to $TSLA base from Sept [----] before it broke out" [X Link](https://x.com/TedHZhang/status/2016171011729698987) 2026-01-27T15:26Z 60.4K followers, [----] engagements "Gold all-time highs again in its controlled move. Silver back over [---] and $SLV back over $100. Silver may or may not have topped but the price/volume action IS NOT even close to that of the climax runs of $MSTR $SMCI. Think there will be more frustration involved. If anything Silver futures look like it is working off the extension now with the 10-EMA catching up. https://t.co/LNa1Rzlo5w Silver may or may not have topped but the price/volume action IS NOT even close to that of the climax runs of $MSTR $SMCI. Think there will be more frustration involved. If anything Silver futures look like" [X Link](https://x.com/TedHZhang/status/2016246301197750724) 2026-01-27T20:25Z 60.4K followers, [----] engagements "$GOOGL is going to dominate OpenAI with their $8/mo subscription completely. While Google can finance this tier with their tens of billions of free cash flow OpenAI is resorting to ads https://www.perplexity.ai/page/google-launches-7-99-ai-plus-p-o5czTCQ7QBuGC3o1xrU3Ug https://www.perplexity.ai/page/google-launches-7-99-ai-plus-p-o5czTCQ7QBuGC3o1xrU3Ug" [X Link](https://x.com/TedHZhang/status/2016292623556714841) 2026-01-27T23:29Z 60.3K followers, [----] engagements "SpaceX considering June IPO according to FT $RKLB $PL $ASTS $GSAT $VSAT $SATS $UFO $ARKX" [X Link](https://x.com/TedHZhang/status/2016510583428747763) 2026-01-28T13:56Z 61.2K followers, [----] engagements "$GEV has it all: 26-week base Earnings catalyst - beat and raise Theme - power generation (natural gas turbines) When it trends it trends super linearly" [X Link](https://x.com/TedHZhang/status/2016610284132065423) 2026-01-28T20:32Z 60.7K followers, [----] engagements "$ILF (Latin America) Breaks the down trend line from [----]. Massive volume flowing in this month. Clear character change that money is flowing into Latin America and emerging markets" [X Link](https://x.com/TedHZhang/status/2016633632283058258) 2026-01-28T22:04Z 60.7K followers, [----] engagements "And turns out it wasnt so easy. Gold and Silver new all-time highs. I am starting to sense the FOMO and acceleration really beginning now. The great paradox of the market is that what has never happened happens all the time. That is why this game is so difficult. Silver futures - well see what happens. Im not so sure this will be that easy for shorts. https://t.co/K4ZtGGkZ7g Silver futures - well see what happens. Im not so sure this will be that easy for shorts. https://t.co/K4ZtGGkZ7g" [X Link](https://x.com/TedHZhang/status/2016658787986280553) 2026-01-28T23:44Z 60.4K followers, 10.9K engagements "NOW not two weeks ago not two months ago GOLD futures have hit the 10ATR extension above the 50-DSMA for the FIRST time since the 10-year cup-with-handle breakout from early [----]. Looking to scale out of some gold here and then trailing the rest for a defensive sell because we never know how high something can go. Watch the futures not $GLD (the gaps aren't as meaningful). @RealSimpleAriel https://twitter.com/i/web/status/2016879311970578817 https://twitter.com/i/web/status/2016879311970578817" [X Link](https://x.com/TedHZhang/status/2016879311970578817) 2026-01-29T14:21Z 60.3K followers, 15.3K engagements "All-out rip on Commodities are pointing to an economy that is about to accelerate and to inflation likely returning. Copper is breaking out of a multi-month base up 10%. Crude is up 5% testing a downtrend line from 2022" [X Link](https://x.com/TedHZhang/status/2016882264450220201) 2026-01-29T14:32Z 60.4K followers, [----] engagements "Quotes of the Day: "Stocks are not random. They have moved the same way the past hundreds and hundreds of years." @Qullamaggie "It is not wise to disregard the message of the tape no matter what your opinion of crop conditions or of the probable demand may be." Jesse Livermore https://twitter.com/i/web/status/2016897764542615882 https://twitter.com/i/web/status/2016897764542615882" [X Link](https://x.com/TedHZhang/status/2016897764542615882) 2026-01-29T15:34Z 60.4K followers, [----] engagements "$ORCL $MSFT something is wrong with this picture here. $MSFT -12% $ORCL -5.4%" [X Link](https://x.com/TedHZhang/status/2016906143843463337) 2026-01-29T16:07Z 60.4K followers, [----] engagements "$SNDK and the rest of the memory group $MU $WDC $STX. What leaders do Resist the pressure of the market and quickly make new highs when the pressure lifts" [X Link](https://x.com/TedHZhang/status/2016959253295112285) 2026-01-29T19:38Z 60.3K followers, [----] engagements "$SNDK up 10% on earnings. INSANE BEAT AND RAISE. Earnings per Share (EPS): Sandisk expects to make $12.00 to $14.00 per share. Wall Street analysts (FactSet Consensus) were only expecting $5.11. Revenue: They expect to bring in $4.40 to $4.80 billion. Analysts were only expecting $2.93 billion. https://twitter.com/i/web/status/2016982646417461452 https://twitter.com/i/web/status/2016982646417461452" [X Link](https://x.com/TedHZhang/status/2016982646417461452) 2026-01-29T21:11Z 61K followers, [----] engagements "I am seeing today's action as a constructive shakeout in both the S&P500 and NASDAQ. Days like today separate the wheat from the chaffe and really tells us what leaders and themes to focus on" [X Link](https://x.com/TedHZhang/status/2016985975247811033) 2026-01-29T21:25Z 60.4K followers, 11.1K engagements "@FunOfInvesting $SA - for Sustainable abundance holdings" [X Link](https://x.com/TedHZhang/status/2016997285897408673) 2026-01-29T22:10Z 61K followers, [----] engagements "Robinhood Markets (HOOD): U.S. could give HOOD a key role in managing "Trump Accounts" for children according to Bloomberg $HOOD sitting at the 200-DSMA" [X Link](https://x.com/TedHZhang/status/2017233068579250501) 2026-01-30T13:46Z 60.5K followers, [----] engagements "$SNDK is 20-ATR above the 50-Day moving average and 400% above the 200-day One of the craziest extensions I've ever seen. TURBO is scaling out and will be covered on tonight's video" [X Link](https://x.com/TedHZhang/status/2017248061978726773) 2026-01-30T14:46Z 60.3K followers, 12.1K engagements "Escalators up; elevator down. $SNDK $GLD $SLV" [X Link](https://x.com/TedHZhang/status/2017302997378752685) 2026-01-30T18:24Z 60.4K followers, [----] engagements "@BillAckman Pretty concerning. Are you using Moltbot Bill How do you use AI right now We would all appreciate one of your classic essays on this topic" [X Link](https://x.com/TedHZhang/status/2017623191531692144) 2026-01-31T15:37Z 61.1K followers, [----] engagements "Pull the plug if even possible. There are real societal and existential risks at play. moltbook is terrifying to humans because its a mirror of ourselves https://t.co/dP5IpyXLox moltbook is terrifying to humans because its a mirror of ourselves https://t.co/dP5IpyXLox" [X Link](https://x.com/TedHZhang/status/2017623518079340796) 2026-01-31T15:38Z 60.4K followers, 13.7K engagements "He would love to be on Roblox $RBLX right now. Stock in the toilet. Jeffrey Epstein was banned from Xbox Live in [----] due to harassment threats and/or abuse of other players that was severe repeated and/or excessive. Follow: @AFpost https://t.co/uJGT8KFAZZ Jeffrey Epstein was banned from Xbox Live in [----] due to harassment threats and/or abuse of other players that was severe repeated and/or excessive. Follow: @AFpost https://t.co/uJGT8KFAZZ" [X Link](https://x.com/TedHZhang/status/2017624173367951510) 2026-01-31T15:41Z 61.1K followers, [----] engagements "Im rereading the classic How to trade in stocks by Jesse Livermore for the third time. What are you all currently reading What are you all currently reading" [X Link](https://x.com/TedHZhang/status/2017624912282743271) 2026-01-31T15:43Z 60.4K followers, 26K engagements "$MSTR liquidation is where you buy Bitcoin $MSTR - BITCOIN FALLS BELOW MICROSTATEGYS COST BASIS ($76037) FOR FIRST TIME SINCE OCT [----] $MSTR - BITCOIN FALLS BELOW MICROSTATEGYS COST BASIS ($76037) FOR FIRST TIME SINCE OCT 2023" [X Link](https://x.com/TedHZhang/status/2017692185810874465) 2026-01-31T20:11Z 60.4K followers, 16.7K engagements "@TrendSpider @TheShortBear @RealSimpleAriel $XOM $CVX" [X Link](https://x.com/TedHZhang/status/2018054912089735433) 2026-02-01T20:12Z 60.9K followers, [----] engagements "Bitcoin hit the 74k target but I am looking one more area lower. The 69-70k level for Bitcoin extends back to the [----] pre-election base breakout and the [----] highs. These are major price structural areas. Looking at the $QQQ as well the tariff crash April [----] found support right at the [----] highs as well. $TSLA [----] COVID crash experienced a similar phenomenon. It found support right at [----] highs. Bitcoin symmetrical bear flag. However above 90.3k and we could trigger a squeeze to the upside. Below 86.5k ish and we probably head for another leg lower to the 74k area." [X Link](https://x.com/TedHZhang/status/2018087315457933709) 2026-02-01T22:21Z 60.6K followers, 42.4K engagements "Really neat new @Deepvue sector/group/industry/sub-industry tool to see the strength and weakness changes. Since 50% of a stock's movement is tied to its Sector and industry group it becomes critical to track them" [X Link](https://x.com/TedHZhang/status/2018094641929724260) 2026-02-01T22:50Z 60.7K followers, 15.6K engagements "The combination of Kevin Warsh being nominated as the FED chair and CME raising margin requirements lead to some of the largest down days in precious metals. Precious metals went up on one narrative of inflation. Kevin Warsh wants to shrink the balance sheet by trillions to address the wealth inequality and inflation caused by a bloated FED balance sheet. Watch closely at his actions. If you are wondering why asset prices are tanking watch this interview of Kevin Warsh. He dislikes quantitative easing as he believes it inflates asset prices and increases inequality between workers and asset" [X Link](https://x.com/TedHZhang/status/2018097263701098848) 2026-02-01T23:00Z 61.2K followers, 15.2K engagements "Stanley Druckenmiller @standuquesne on evaluating a portfolio manager: "I would definitely look for discipline. The first thing when I look at the records I would go to the bear market periods and see how they did in those and the quality of the records." Stanley Druckenmiller https://twitter.com/i/web/status/2018140793114890511 https://twitter.com/i/web/status/2018140793114890511" [X Link](https://x.com/TedHZhang/status/2018140793114890511) 2026-02-02T01:53Z 60.3K followers, 34.8K engagements "Market economic cycles and sector rotation. Tech financials and cyclicals are being distributed and joining them are basic materials (however a boost by Trump pre-market with a stockpile). Energy staples and healthcare are showing relative strength" [X Link](https://x.com/TedHZhang/status/2018313224672723095) 2026-02-02T13:19Z 61K followers, 18.4K engagements "Some thoughts on our new FED chair Kevin Warsh and the implications on our 10-yr yield equities commodities and bonds. The Warsh pick is interesting as the market sees him as hawkish and independent from Trump's reach which is a smart credibility play. Markets are addicted to rate cut narratives. He wants to break that get back to "real" growth vs this levered-up inflationary mess. The predicament is: We're sitting on $6.6T balance sheet. Warsh wants to roll it off. The problem is the market DEPENDS on those Treasury/MBS bids right now. Pull that support too fast and 10Y could spike to 5%." [X Link](https://x.com/TedHZhang/status/2018318227923763365) 2026-02-02T13:38Z 61.2K followers, 16K engagements "If Ethereum hits -70% off highs and retraces back to the April [----] crash lows and the [----] highs that would be a decent area for a contrarian" [X Link](https://x.com/TedHZhang/status/2018323422783082756) 2026-02-02T13:59Z 60.4K followers, [----] engagements "We are starting to see former [--] year long leaders like $PLTR (Below) $HOOD and $APP break down into stage [--] declines. Myself @CFlanders7 and @RealSimpleAriel were discussing this past weekend that a prime short setup is the first rally back to the 50/200-DSMAs after the initial breakdown. $PLTR has earnings tonight and if that leads to a gap up into 165-170 area that could be a prime short. https://twitter.com/i/web/status/2018337178791686639 https://twitter.com/i/web/status/2018337178791686639" [X Link](https://x.com/TedHZhang/status/2018337178791686639) 2026-02-02T14:54Z 61.1K followers, 39.2K engagements "Optical names are still clear leading stocks: $COHR $LITE $CIEN $GLW $TSEM" [X Link](https://x.com/TedHZhang/status/2018350728499151026) 2026-02-02T15:48Z 61.2K followers, 11.9K engagements "@RealSimpleAriel Run up a bit more for me into 165-170 and it would be a nice short with $PLTZ" [X Link](https://x.com/TedHZhang/status/2018432418370183408) 2026-02-02T21:12Z 61.2K followers, [----] engagements "I smell an emerging theme. Watch anything in the AI-space data center and AI-orbital satellite supply chain. Need to do some research into what companies may play a role in this supply chain. SPACEX: 'SPACE-BASED AI' IS THE ONLY WAY TO SCALE THE TECHNOLOGY SPACEX: 'SPACE-BASED AI' IS THE ONLY WAY TO SCALE THE TECHNOLOGY" [X Link](https://x.com/TedHZhang/status/2018433175760863454) 2026-02-02T21:15Z 61.2K followers, 34.8K engagements "Bitcoin upside reversal on the highest up volume in [--] year finding support around the 70-74k area which is the [----] tariff crash low [----] breakout and [----] high" [X Link](https://x.com/TedHZhang/status/2018449909943546179) 2026-02-02T22:22Z 60.3K followers, [----] engagements "Samsung SK Hynix reach combined valuation of $1.14T Bloomberg says Memory stocks on fire still but getting increasingly stretched to the upside. $SNDK $MU $WDC $STX" [X Link](https://x.com/TedHZhang/status/2018680125731025362) 2026-02-03T13:37Z 61.1K followers, [----] engagements "$GOOGL to spend $4.75B to help find enough electricity WSJ Google intends to spend $4.75B to help find enough electricity to run its fleet of data centers Katherine Blunt of The Wall Street Journal reports. The company currently has a pending deal to buy Intersect which would make it the only tech giant to own a power company a potentially significant advantage over rival So Google is looking to *find* electricity now. Well clearly that is massive demand for power generation names. $FTAI $GEV $SEI $BE $VST $CEG etc https://twitter.com/i/web/status/2018680574794183134" [X Link](https://x.com/TedHZhang/status/2018680574794183134) 2026-02-03T13:38Z 61.1K followers, [----] engagements "Intel memory ambitions 'back in the spotlight' TrendForce News says Two biggest bottle necks right now: Energy and Memory. $SNDK $MU $WDC $STX" [X Link](https://x.com/TedHZhang/status/2018680989795381492) 2026-02-03T13:40Z 61.2K followers, [----] engagements "Happy 35th Birthday to the Silver Expert himself 🤣 @RealSimpleAriel Imagine turning around and seeing the Silver expert @RealSimpleAriel 🤣🤣🤣 https://t.co/1EgTEc6pPm Imagine turning around and seeing the Silver expert @RealSimpleAriel 🤣🤣🤣 https://t.co/1EgTEc6pPm" [X Link](https://x.com/TedHZhang/status/2018686138689405331) 2026-02-03T14:00Z 60.3K followers, 10.5K engagements "Reiterating some Wisdom from a discussion with @RealSimpleAriel this weekend. As the market gets extended we want to obviously already be in market leaders and tracking the next themes but also starting to track relative weakness for shorts names like $HOOD $APP $PLTR. $PLTR gave a great gap up short against [---] today. Running a L/S book in these potential inflection points allows your portfolio to tell you what side of the market is easier and where to add more exposure. Then as the market corrects you start getting stopped out of trailing shorts and start looking at relative strength ready" [X Link](https://x.com/TedHZhang/status/2018704527491248237) 2026-02-03T15:13Z 60.3K followers, [----] engagements "$MSFT $ORCL something is simply wrong. OpenAI complex. And now OAI is looking to aggressively raise a 100B round at 900B valuation. Then IPO late [----]. Imo hype everything up for pure exit liquidity. But thats an opinion - need to see how the tape trades when OAI IPOs" [X Link](https://x.com/TedHZhang/status/2018704663558684718) 2026-02-03T15:14Z 61.1K followers, [----] engagements "@RealSimpleAriel And $XLE strong - which I see as inflation coming back. If that happens a hawkish Warsh has even more rate to pause rates or even hike. If we hike bye bye equities" [X Link](https://x.com/TedHZhang/status/2018743887020380208) 2026-02-03T17:50Z 60.4K followers, [----] engagements "$TSLA low volume pullback on the weekly chart back to the 30-week MA. Not really my style but if bullish the Elon Musk complex not a bad area to start accumulating a position. Big chart @NickSchmidt thoughts" [X Link](https://x.com/TedHZhang/status/2018804457170198759) 2026-02-03T21:51Z 60.3K followers, [----] engagements "@a16z @venturetwins Lolol - yes Im a daily active user of X fan of Karpathys YouTube and listen to Dwarlesh but Im the furthest from a developer PM or designer. Doing my best to learn" [X Link](https://x.com/TedHZhang/status/2018816616814060027) 2026-02-03T22:39Z 60.3K followers, [---] engagements "@venturetwins @a16z Anyone not scrolling X and following the smartest people and leading thinkers are missing out big time" [X Link](https://x.com/TedHZhang/status/2018832614778708220) 2026-02-03T23:42Z 60.3K followers, [--] engagements "@TraderIsaac @MichaelASerio2 Yep - in New York City no ID is required and they even tell you to not show your ID even if you want to" [X Link](https://x.com/TedHZhang/status/2018842553169420640) 2026-02-04T00:22Z 60.3K followers, [--] engagements "Who will survive in a world transitioning quickly to AI one with insatiable curiosity immense desire to learn new things adaptable identity embrace rapid change maintaining optimistic view of the future" [X Link](https://x.com/TedHZhang/status/2018847633272692867) 2026-02-04T00:42Z 60.3K followers, [----] engagements "147 is the key level for Palantir $PLTR. If we break it's falling off a cliff. Last week first close below the 40-WSMA after a 2500% move We are starting to see former [--] year long leaders like $PLTR (Below) $HOOD and $APP break down into stage [--] declines. Myself @CFlanders7 and @RealSimpleAriel were discussing this past weekend that a prime short setup is the first rally back to the 50/200-DSMAs after the https://t.co/u4G8n9934Q We are starting to see former [--] year long leaders like $PLTR (Below) $HOOD and $APP break down into stage [--] declines. Myself @CFlanders7 and @RealSimpleAriel were" [X Link](https://x.com/TedHZhang/status/2019059831471009870) 2026-02-04T14:45Z 60.4K followers, 11.1K engagements "$SNDK -15%. Looks horrible right Well it is still trading above the 10-EMA so noting is really that wrong. If you are long you should have been trimming into the 15-20x ATR extension above the 50-DSMA and only have a small piece left. Forget about price % and $ change. Focus on whether the chart and stock are acting normally or abnormally. Be afraid of abnormal action - weakness or accelerating into a climax move. Forget about price % and $ change. Focus on whether the chart and stock are acting normally or abnormally. Be afraid of abnormal action - weakness or accelerating into a climax move" [X Link](https://x.com/TedHZhang/status/2019128636188815590) 2026-02-04T19:19Z 60.4K followers, 12.5K engagements "Quote of the Day: "Markets only trend 1/3 of the time." @Qullamaggie" [X Link](https://x.com/TedHZhang/status/2019150342131429716) 2026-02-04T20:45Z 60.4K followers, [----] engagements "JUST IN: Ticker $X has been secured by someone JUST IN: Ticker $X has been secured by someone" [X Link](https://x.com/TedHZhang/status/2019156697005064432) 2026-02-04T21:10Z 60.4K followers, [----] engagements "$MRNA strong move on FY26 guidance raise out of a stage [--] base and now flagging constructively. $XBI $XLV some sectors that are showing relative strength and in the non-tech areas of the market. Super tight inside day and DV RMV at 0" [X Link](https://x.com/TedHZhang/status/2019169254248190253) 2026-02-04T22:00Z 61.2K followers, [----] engagements "Another lesson on linearity. $AAOI and $LITE both in the optical theme. One is a POS for trading and the other is much better" [X Link](https://x.com/TedHZhang/status/2019172689353797948) 2026-02-04T22:14Z 61.2K followers, [----] engagements "Burry doing TA $BTC Patterns https://t.co/Ax595mNXrD $BTC Patterns https://t.co/Ax595mNXrD" [X Link](https://x.com/TedHZhang/status/2019189867104649245) 2026-02-04T23:22Z 61.1K followers, 12.1K engagements "@sama If you guys can bridge the gap between developer and non-technical users like myself with a stunning GUI and still with full planning and coding capabilities that will change everything" [X Link](https://x.com/TedHZhang/status/2019222393622000097) 2026-02-05T01:31Z 60.4K followers, [---] engagements "@TheShortBear Yes $XLE into new all-time highs and strength in transports for me points towards a re-accelerating economy and inflation coming back. Warsh can stay hawkish because if we cut we would enter overdrive fast. Our 10-yr would spike to [--] quickly" [X Link](https://x.com/TedHZhang/status/2019225468235395384) 2026-02-05T01:44Z 60.4K followers, [----] engagements "Just remember hes worth $850B - so take his advice seriously. Whoever said money cant buy happiness really knew what they were talking about 😔 Whoever said money cant buy happiness really knew what they were talking about 😔" [X Link](https://x.com/TedHZhang/status/2019226492706910524) 2026-02-05T01:48Z 60.7K followers, [----] engagements "The X algo has been f**ked for me. All my impressions reach and likes took a steep drop in the last week. Anyone experiencing the same" [X Link](https://x.com/TedHZhang/status/2019233740841758953) 2026-02-05T02:16Z 60.4K followers, 13.6K engagements "Stanley Druckenmiller @standuquesne thoughts on hiring a money manager: "If I were hiring a money manager the first thing I would look for is if all I heard was they never made a mistake and theyre telling me about all their wins that is a big red flag. The great money managers Ive met they generally dont tell you about their wins they tell you about a lot of their losses." https://twitter.com/i/web/status/2019410009889611803 https://twitter.com/i/web/status/2019410009889611803" [X Link](https://x.com/TedHZhang/status/2019410009889611803) 2026-02-05T13:57Z 61.1K followers, 36.4K engagements "This is where you begin to track relative strength. It doesn't mean buy it since the market is volatile and weakening. But the basket you find will be the next leaders" [X Link](https://x.com/TedHZhang/status/2019425162375098699) 2026-02-05T14:57Z 60.6K followers, [----] engagements "Well it was $MSTR and its inverse ETF $MSTZ did this. What chart Super nice VCP base This is a trick question. https://t.co/WeK1MZFZBi What chart Super nice VCP base This is a trick question. https://t.co/WeK1MZFZBi" [X Link](https://x.com/TedHZhang/status/2019442045341876546) 2026-02-05T16:04Z 60.7K followers, [----] engagements "Bitcoin (high to low) 2017: 84% 2021: 77% Current: 50% 75% - 30k a Bitcoin 84% - 20k a Bitcoin Anything is possible" [X Link](https://x.com/TedHZhang/status/2019477524024016927) 2026-02-05T18:25Z 60.6K followers, 26.2K engagements "No one is upset. Its noting extreme conditions. Its like any asset class at extremes and classic cycle of human emotions. When gold and silver were climaxing I heard debt de-dollarization deficit need hard assets. While tariffs and COVID crashed the markets we heard depression and the world is ending. At the lows of [----] we heard inflation would go on forever. When SPACs were going parabolic we heard new VC for retail democratizing VC When the internet started booming we heard need paradigm even for the trashiest stocks with zero earnings and revenues. Now its Bitcoin is going to zero because" [X Link](https://x.com/TedHZhang/status/2019513292579066360) 2026-02-05T20:47Z 60.7K followers, [----] engagements "Theres always something with Bitcoin and markets. Mt. Gox COVID inflation Trump Epstein. Human nature cycles stays the same - so does supply and demand positioning and sentiment" [X Link](https://x.com/TedHZhang/status/2019774306943725977) 2026-02-06T14:04Z 60.8K followers, [----] engagements "Tradeable low was made last night on the new Bitcoin candle. We sold off for the first 5-10 min undercut and quickly reclaimed 60k on massive volume. Other cryptos saw capitulation as well. $XRP below was a perfect capitulation and UnR of the Trump-induced crash from a few months ago. $1.25 was the entry. I smell capitulation happening. 50% off highs largest daily candle and spread and $IBIT highest volume ever. I smell capitulation happening. 50% off highs largest daily candle and spread and $IBIT highest volume ever" [X Link](https://x.com/TedHZhang/status/2019785480091426842) 2026-02-06T14:49Z 61.1K followers, [----] engagements "The perfect mean reversion long was last night around 7:30pm when Bitcoin undercut previous lows of the day 61k level and found support right at [-----]. We saw forceful selling on the largest volume in well over a year and now forceful reversal. If we gapped down again forcefully tomorrow that would be a parabolic long trade. If we gapped down again forcefully tomorrow that would be a parabolic long trade" [X Link](https://x.com/TedHZhang/status/2019835955725971967) 2026-02-06T18:09Z 61.1K followers, [----] engagements "@1PeterMitchell Why wasnt this narrative loud when gold broke out of a [--] year base [--] years ago but now that it is blowing off everyone is talking about it" [X Link](https://x.com/TedHZhang/status/2020119033249513837) 2026-02-07T12:54Z 60.8K followers, [--] engagements "@WOLF_Financial And $AAPL is near all time highs. While many of the others are wakening. Perhaps the market does not believe in the ROI" [X Link](https://x.com/TedHZhang/status/2020267010844926357) 2026-02-07T22:42Z 60.9K followers, [----] engagements "@WalksWallstreet What the f**k. Meanwhile Im here for the weekend in fort Lauderdale where its [--] degrees. Coming back tomorrow" [X Link](https://x.com/TedHZhang/status/2020268007533002757) 2026-02-07T22:46Z 61.1K followers, [----] engagements "@AlexAndBooks_ This is great Alex" [X Link](https://x.com/TedHZhang/status/2020554350871953630) 2026-02-08T17:44Z 61.1K followers, [---] engagements "@StockSavvyShay @Polymarket Such a great company having the most talented engineers and research labs in so mane verticals Built on top of a free cash flow machine" [X Link](https://x.com/TedHZhang/status/2020555286335889737) 2026-02-08T17:48Z 61.1K followers, [---] engagements "@JohnLeFevre @BillAckman Turns out climate change has been happening for millions of years. We had an ice age before" [X Link](https://x.com/TedHZhang/status/2020601575266496582) 2026-02-08T20:52Z 61.1K followers, [----] engagements "Not seeing many great opportunities after my weekend scan. Industrials energy and Banks are hot but growth and momentum out of favor. SPX ATR is 1.11% now and above 1% leads to greater chop and volatility - not conducive for Trend-followers" [X Link](https://x.com/TedHZhang/status/2020639489622753689) 2026-02-08T23:22Z 61.2K followers, 15.6K engagements "@johnmichael_mur @perplexity_ai Nice" [X Link](https://x.com/TedHZhang/status/2020655926882222394) 2026-02-09T00:28Z 61.1K followers, [----] engagements "AI tip: [--]. Download Google Photos [--]. Backup your Apple photos [--]. Gemini can have access to them and you can more easily search your photos with AI" [X Link](https://x.com/TedHZhang/status/2020683592104341589) 2026-02-09T02:18Z 61.2K followers, [----] engagements "@projectedikirk Yes I have. $LUV is a great turnaround I've been wanting to get in but haven't. Elliot Capital activism is working" [X Link](https://x.com/TedHZhang/status/2020864042957513057) 2026-02-09T14:15Z 61.1K followers, [--] engagements "@MrBeast With all the internet geniuses out there I am surprised no one has solved it yet" [X Link](https://x.com/TedHZhang/status/2020864905688031380) 2026-02-09T14:18Z 61.2K followers, [----] engagements "$INTC has clear relative strength and volatility contraction during this recent market volatility. @elonmusk discussed perhaps relying on Intel for Tesla AI chip production as well as starting their own fab Jensen Huang of $NVDA discussed moving some of their chip manufacturing to Intel from $TSM Big weekly and monthly base foreshadows potential big moves "Low volatility is where trends are born high volatility is where they go to die" @bbands https://twitter.com/i/web/status/2020875534327038181 https://twitter.com/i/web/status/2020875534327038181" [X Link](https://x.com/TedHZhang/status/2020875534327038181) 2026-02-09T15:00Z 61.2K followers, [----] engagements "IPhone IOS shortcut for AI use: settings action button choose between any AI provider to have quick access to your favorite model @perplexity_ai chatGPT Gemini" [X Link](https://x.com/TedHZhang/status/2020900237322150248) 2026-02-09T16:38Z 61.2K followers, [----] engagements "@Nau060810 All the market wizards Atomic habits Price of time is a Druck one but u havent read it yet [----] and too big to fail for the two big crisis" [X Link](https://x.com/TedHZhang/status/2020942286490595517) 2026-02-09T19:26Z 61.2K followers, [---] engagements "$IONQ $RGTI $QUBT $QBTS $QTUM @TedHZhang Oh boy @TedHZhang Oh boy" [X Link](https://x.com/TedHZhang/status/1966502441672716731) 2025-09-12T14:01Z 61.2K followers, 23K engagements "Stanley Druckenmiller once said that the way he latches onto the next big themes EARLY is to constantly listen to and observe what the smartest people in the world are working on and talking about. What would you say that is right now from your own experiences and observations" [X Link](https://x.com/TedHZhang/status/1981544337499705785) 2025-10-24T02:12Z 61.3K followers, 102.5K engagements "$ANF is a perfect model book of Stan Weinstein's four stages. Stage 1: basing phase (July 2022-May 2023) Stage 2: uptrend (May [----] - May 2024) Stage 3: topping phase (May [----] - Jan 2025) Stage 4: decline (Jan [----] - Present day) $ELF $SFM are some other great examples" [X Link](https://x.com/TedHZhang/status/1987353379140485503) 2025-11-09T02:55Z 61.3K followers, 11.7K engagements "$ARGT Argentina stocks are attractive off the back of @JMilei mid-term win. It saw highest volume ever (which is never to be ignored) and now building the right side of this base nicely" [X Link](https://x.com/TedHZhang/status/1990898859157921895) 2025-11-18T21:44Z 61.3K followers, [----] engagements "Robotics are obviously next. The question to ask then is which publicly traded names are the best to capture this trend. "I look for BIG trends. I am not a Buffet guy that holds for [--] years but Ill hold for 2-4 years" Stanley Druckenmiller "I look for BIG trends. I am not a Buffet guy that holds for [--] years but Ill hold for 2-4 years" Stanley Druckenmiller" [X Link](https://x.com/TedHZhang/status/2002514080155005153) 2025-12-20T22:58Z 61.2K followers, 157.1K engagements "Bullish $ARGT Argentina and bullish $ILF Latin America - which is breaking out of a base while US is getting killed today" [X Link](https://x.com/TedHZhang/status/2011467826305896955) 2026-01-14T15:57Z 61.3K followers, [----] engagements "$ARKG - Genomics $GRAL $GH $BEAM $NTRA $PACB $PRME $TWST best looking components Focus on big weekly and monthly bases. That is where your new FRESH moves and themes will come from. Focus on big weekly and monthly bases. That is where your new FRESH moves and themes will come from" [X Link](https://x.com/TedHZhang/status/2014351479369249113) 2026-01-22T14:56Z 61.2K followers, [----] engagements "$GRAL $GH two cancer diagnostics breaking out of their bases" [X Link](https://x.com/TedHZhang/status/2014352418218160395) 2026-01-22T15:00Z 61.2K followers, [----] engagements "Emerging markets especially Latin/South America are on fire this year. $ARGT also 10% YTD $ILF 18% YTD $EEM 9.8% YTD $KWEB 5.6% YTD Global investors pouring into Brazil January has seen +$2.3 Billion in foreign inflows so far most in more than two years. $EWZ +18% YTD The Golden Age of Latin America 🚀☀ https://t.co/sY3npVmcIP Global investors pouring into Brazil January has seen +$2.3 Billion in foreign inflows so far most in more than two years. $EWZ +18% YTD The Golden Age of Latin America 🚀☀ https://t.co/sY3npVmcIP" [X Link](https://x.com/TedHZhang/status/2016177297548607638) 2026-01-27T15:51Z 61.3K followers, [----] engagements "How to maximize your reward/profit to aggravation ratio: [--]. Buy stocks basing and trending above all key moving averages Daily: 10/20/50/100/150/200-SMAs Weekly: 10/20/30/40-SMAs Monthly: 10/20-SMAs [--]. Buy a stocks in a strong group/theme. Ie. optical $COHR $LITE $CIEN $AAOI $GLW memory $SNDK $MU $WDC $STX [--]. Buy stocks that trade linearity and show respect for certain KMAs $SNDK is a perfect example. https://twitter.com/i/web/status/2016580423464227092 https://twitter.com/i/web/status/2016580423464227092" [X Link](https://x.com/TedHZhang/status/2016580423464227092) 2026-01-28T18:33Z 61.2K followers, 15.2K engagements "One of my favorite optical names out of the bunch is $LITE finding support at the 50-DSMA. I would like a bit more symmetry in this flat base.and earnings next week. $COHR $CIEN $AAOI $TSEM $GLW is the group" [X Link](https://x.com/TedHZhang/status/2016653983482343554) 2026-01-28T23:25Z 61.2K followers, [----] engagements "I do a little situational awareness exercise daily and weekly. It is showing a lot of red. Momentum leaders $SNDK $PL $GLD $SLV $REMX and miners with huge down days too. Uncertainty around Kevin Warsh and the new FED policy which drives all of liquidity. As Druckenmiller says just follow the liquidity. Most importantly I am seeing little traction in the last 5-15 trades. https://twitter.com/i/web/status/2018101735202406636 https://twitter.com/i/web/status/2018101735202406636" [X Link](https://x.com/TedHZhang/status/2018101735202406636) 2026-02-01T23:18Z 61.3K followers, [----] engagements "$SKYT really nice linear action and forming a constructive flag showing relative strength. Markets have been choppy and we are seeing breadth deterioriate so this is more on watch than on a buy list" [X Link](https://x.com/TedHZhang/status/2018108648145264935) 2026-02-01T23:46Z 61.3K followers, 11.9K engagements "$CSCO is $1 away from a 26-year breakout. It only took you 26-years to get back even if you bought in the year [----] and thought Cisco was the next big thing. With inflation you are down significantly. This is why buy hold and hope is not a strategy" [X Link](https://x.com/TedHZhang/status/2018386720962601343) 2026-02-02T18:11Z 61.2K followers, [----] engagements "US nominal GDP up 58% the past [--] years. That is nominal. Let's talk inflation-adjusted. With the FED printing trillions this is an 'economic' boom driven by massive government spending money printing hence the massive inflation and rising costs Source: BOA" [X Link](https://x.com/TedHZhang/status/2018431860821422115) 2026-02-02T21:10Z 61.2K followers, [----] engagements "Perfect spot to try $PLTR short with $PLTD $PLTZ puts or directly shorting $PLTR common against $165. We just lost the 200-DSMA again. We are starting to see former [--] year long leaders like $PLTR (Below) $HOOD and $APP break down into stage [--] declines. Myself @CFlanders7 and @RealSimpleAriel were discussing this past weekend that a prime short setup is the first rally back to the 50/200-DSMAs after the https://t.co/u4G8n9934Q We are starting to see former [--] year long leaders like $PLTR (Below) $HOOD and $APP break down into stage [--] declines. Myself @CFlanders7 and @RealSimpleAriel were" [X Link](https://x.com/TedHZhang/status/2018695350714872236) 2026-02-03T14:37Z 61.2K followers, [----] engagements "$GOOGL $GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI. This means that $GOOGL now has exposure in [--] of the [--] frontier AI labs. $GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI. This means that $GOOGL now has exposure in [--] of the [--] frontier AI labs" [X Link](https://x.com/TedHZhang/status/2018772711984476184) 2026-02-03T19:44Z 61.2K followers, [----] engagements "An exercise on linearity (self-evident examples) to make the point. Which one is more linear $PSX or $SNDK" [X Link](https://x.com/TedHZhang/status/2018807978296791545) 2026-02-03T22:05Z 61.3K followers, [----] engagements "$CTRA or $FTAI" [X Link](https://x.com/TedHZhang/status/2018807980888904081) 2026-02-03T22:05Z 61.3K followers, [----] engagements "It isn't a great market when inverse ETFs are all over my momentum scan $MSTZ $SMST $BTCZ $RGTZ $ETHD $FNGD $BMNZ" [X Link](https://x.com/TedHZhang/status/2018809362039578766) 2026-02-03T22:10Z 61.2K followers, [----] engagements "Intel hires architect to build GPUs $INTC Intel CEO Lip-Bu Tan said during the Cisco AI Summit "And I just hired the Chief GPU architect and he's very good. I'm very delighted he joined me. And then I told him that not just CPU GPU is also very important. And so you have to really optimize. So I'm not hung up with just Xeon [--] and also embrace RISC-V and you got to be more flexible." "N" in CANSLIM https://twitter.com/i/web/status/2019047069181161785 https://twitter.com/i/web/status/2019047069181161785" [X Link](https://x.com/TedHZhang/status/2019047069181161785) 2026-02-04T13:55Z 61.3K followers, [----] engagements "$ENPH EP in my books - double beat and raise. Beats by $0.12 beats on revs; guides Q1 revs above consensus Enphase targets $2B battery retrofit market in Netherlands while rolling out fifth-generation batteries and AI-driven customer tools 23% short float Neglected and has been in a downtrend for [--] years and just turning back up into a stage [--] uptrend. Over 2x average volume in [--] min. Always can fail; that is what stops are for. https://twitter.com/i/web/status/2019058626497855876 https://twitter.com/i/web/status/2019058626497855876" [X Link](https://x.com/TedHZhang/status/2019058626497855876) 2026-02-04T14:41Z 61.3K followers, [----] engagements "has failed for the last [--] years on any good news and it is a solar - which has done nothing either. But with Elon visiting $JKS and $NXT trading near highs it could work. Let's see" [X Link](https://x.com/TedHZhang/status/2019060396867383573) 2026-02-04T14:48Z 61.3K followers, [----] engagements "Google $GOOGL is just a money printing machine. They just surpassed $400B annual revenues which is $80B free cash flow every year using their recent 20% FCF margins. One of the best research labs built on top of a money printing machine. But whats even crazier is Sergey + Larry combined networth is about 50% of Elons 😂 https://twitter.com/i/web/status/2019167566636413026 https://twitter.com/i/web/status/2019167566636413026" [X Link](https://x.com/TedHZhang/status/2019167566636413026) 2026-02-04T21:53Z 61.3K followers, [----] engagements "You don't see this in a health momentum market My @Deepvue down on volume scan" [X Link](https://x.com/TedHZhang/status/2019174076980273300) 2026-02-04T22:19Z 61.3K followers, [----] engagements "$GEV relative strength for now" [X Link](https://x.com/TedHZhang/status/2019437444647776464) 2026-02-05T15:46Z 61.3K followers, [----] engagements "I smell capitulation happening. 50% off highs largest daily candle and spread and $IBIT highest volume ever. Bitcoin (high to low) 2017: 84% 2021: 77% Current: 50% 75% - 30k a Bitcoin 84% - 20k a Bitcoin Anything is possible. Bitcoin (high to low) 2017: 84% 2021: 77% Current: 50% 75% - 30k a Bitcoin 84% - 20k a Bitcoin Anything is possible" [X Link](https://x.com/TedHZhang/status/2019513970181464258) 2026-02-05T20:50Z 61.2K followers, 30.9K engagements "If youve studied manias and panics and/or lived through many of them then you are able to think rationally and stay calm while assets are going parabolic or crashing. There is nothing new in the markets as Jesse Livermore said. The tickers are the different people are different and times are different but human nature and supply and demand stays the same. This has been a crazy market seeing gold and silver pull a [--] year type event to the upside and now crypto is crashing" [X Link](https://x.com/TedHZhang/status/2019515838953377816) 2026-02-05T20:57Z 61.2K followers, [----] engagements "Yesterday was highest volume in well over a year on Bitcoin (using Coinbase volume) and highest volume ever on the $IBIT on some forceful selling. We also hit the -50% off highs. Potential capitulation bottom. We could undercut but from studying these panics we are close" [X Link](https://x.com/TedHZhang/status/2019750565341765872) 2026-02-06T12:30Z 61.2K followers, 11.3K engagements "Yep and there it likely is for Bitcoin $IBIT. Epstein this Satoshi that the worst news and sentiment usually always happens at the lows and during crashes. I smell capitulation happening. 50% off highs largest daily candle and spread and $IBIT highest volume ever. I smell capitulation happening. 50% off highs largest daily candle and spread and $IBIT highest volume ever" [X Link](https://x.com/TedHZhang/status/2019835495635939738) 2026-02-06T18:08Z 61.2K followers, [----] engagements "@FranVezz Natural gas is the most effective and cheapest way to power data centers and residential homes. $Gev created the turbines to use gas" [X Link](https://x.com/TedHZhang/status/2020264170932039850) 2026-02-07T22:31Z 61.3K followers, [----] engagements "Cyclicals are the dominant themes right now with the big bases. Construction names like $CAT $DE $STRL Materials $AA $CENX Airlines $JETS $LUV $DAL $UAL Energy $XOM $CVX Cyclicals in the right rate environment and part of the economic cycle can make great moves. I still prefer secular moves usually based on technological revolutions that change the way we live work and play. You could make the case that many names above are part of the AI revolution as our U.S. infrastructure is lagging and needs an update. https://twitter.com/i/web/status/2020895360458322403" [X Link](https://x.com/TedHZhang/status/2020895360458322403) 2026-02-09T16:19Z 61.2K followers, 14.5K engagements "@becomethetape @aleabitoreddit I saw this it is very interesting. $DNA is one of the best companies in synthetic biology. I just had been a crap trader" [X Link](https://x.com/TedHZhang/status/2020898318520344597) 2026-02-09T16:31Z 61.2K followers, [----] engagements "The best learning comes from full immersion and tinkering" [X Link](https://x.com/TedHZhang/status/2020950451466928491) 2026-02-09T19:58Z 61.3K followers, [----] engagements "Daily AI stack: [--]. Most reliable facts and citations - @perplexity_ai especially for finance with SEC filing integration. Remember their niche is search [--]. Daily driver - Gemini with personalized intelligence. Knows my Google Calendar Gmail drive YouTube and Google search history. So good - it really knows me well [--]. Coding or for confirmation - Claude and ChatGPT (Claude Code and Codex) [--]. Grok - for the most breaking news since it has X integration https://twitter.com/i/web/status/2020993429853839496 https://twitter.com/i/web/status/2020993429853839496" [X Link](https://x.com/TedHZhang/status/2020993429853839496) 2026-02-09T22:49Z 61.3K followers, [----] engagements "Focus list: $ENPH - double beat and raise solar energy storage AI initiatives $FTAI - jet engines - power turbines. $INTC - US investment and industrialization potential own chip fab neglected for years" [X Link](https://x.com/TedHZhang/status/2021218250588123163) 2026-02-10T13:42Z 61.3K followers, 14K engagements "The bigger the why the greater likelihood you will figure out the how. This is Elon Musk's most inspiring speech of all times Life can't just be about solving one miserable problem after another that can't be the only thing they need to be things that inspire you and that make you glad to wake up in the morning and be part of humanity https://t.co/Wql0F0xQmO This is Elon Musk's most inspiring speech of all times Life can't just be about solving one miserable problem after another that can't be the only thing they need to be things that inspire you and that make you glad to wake up in the" [X Link](https://x.com/TedHZhang/status/2021251692671488209) 2026-02-10T15:55Z 61.2K followers, [----] engagements "@unusual_whales Raise aggressively IPO Q4 [----] use that as exit liquidity and leave retail Holding the bag" [X Link](https://x.com/TedHZhang/status/2021278529480991050) 2026-02-10T17:42Z 61.2K followers, [----] engagements ".@Citrini7 note from awhile ago. Now lets see how the future unfolds. Something that has been a relative comfort in being able to stay long despite calls for an AI Bubble so far has been the fact that most of the capex has come from cash / cash flow. You dont have a bubble really until the majority of the expansion is done on debt. We have yet to see significant financing but that absolutely should be something to watch. On one hand that leaves another leg of the trade - leveraging up still results in more money being spent. On the other it sets the stage for consequences of not realizing ROI" [X Link](https://x.com/TedHZhang/status/2021287726688108643) 2026-02-10T18:18Z 61.2K followers, [----] engagements "Phenomenal explanation of one of my favorite setups too. These are where the next big moves come from. Identify the setup dig into the company and industry and create a story/narrative for yourself. Make sure price action always backs up the narrative. My Favorite Weekly Chart Setup: The "Character Change" This is my go-to setup for getting into new uptrends early and its something I use only on weekly charts. The CC (character change) is all about patience and waiting for clear evidence that the trend has shifted. ⚠If https://t.co/xY1TSCq7YH My Favorite Weekly Chart Setup: The "Character" [X Link](https://x.com/TedHZhang/status/2021292418314678427) 2026-02-10T18:37Z 61.3K followers, 23.3K engagements "@MoMoMacro @MoMoMacrollc @MoMoMacro1 Aluminum as well is cheaper too $CENX $AA" [X Link](https://x.com/TedHZhang/status/2021312529926889490) 2026-02-10T19:57Z 61.3K followers, [---] engagements "Passive investing will cause serious damage to retirees if there is a reversion to the mean. Stock picking will be even more essential to catch the inevitable rotation. Wow. The top [--] stocks make up 39.8% of the S&P [---] index due to market capitalization-based weighting. Meanwhile the 11th-50th largest stocks in the S&P [---] make up just 22.5% of the index near all-time lows. These are both historic extremes that resemble the 1960s Nifty https://t.co/keumhLPUJj Wow. The top [--] stocks make up 39.8% of the S&P [---] index due to market capitalization-based weighting. Meanwhile the 11th-50th" [X Link](https://x.com/TedHZhang/status/2021347834054967431) 2026-02-10T22:17Z 61.3K followers, 12.1K engagements "@TheShortBear Owning a personal brand and therefore distribution becomes more and more important as well" [X Link](https://x.com/TedHZhang/status/2021348474848149981) 2026-02-10T22:20Z 61.2K followers, [----] engagements "The trading journey is the ultimate path of self-discovery and self-improvement" [X Link](https://x.com/TedHZhang/status/2021377731775332663) 2026-02-11T00:16Z 61.3K followers, [----] engagements "Stan Druckenmiller Paul Tudor Jones and Steve Cohen uses technical analysis too Nice to see one of the most reowned fund managers in history basically just use technical analysis like a true retard trader Love it actually Nice to see one of the most reowned fund managers in history basically just use technical analysis like a true retard trader Love it actually" [X Link](https://x.com/TedHZhang/status/2021578185020772585) 2026-02-11T13:32Z 61.3K followers, 37.1K engagements "$TSLA weekly and monthly are still one of my favorite charts in this market. All it was so far was another higher low off the 40-week MA and quickly reclaiming the 30-week MA last week. We are now following through. On a monthly basis we've just seen an Undercut and reclaim of the 10-month MA. [---] key breakout level. https://twitter.com/i/web/status/2021584741590282639 https://twitter.com/i/web/status/2021584741590282639" [X Link](https://x.com/TedHZhang/status/2021584741590282639) 2026-02-11T13:58Z 61.3K followers, [----] engagements "@trader_05 😂 everyone's given up on it. I'm stalking it closely" [X Link](https://x.com/TedHZhang/status/2021586719858937983) 2026-02-11T14:06Z 61.3K followers, [---] engagements "Strong jobs are usually positive but they're being treated negatively. This is in line with the FED's comments holding rates on the heels of a stabilizing labor market and sticky inflation. Today's report supports that. Expectation of fewer rate cuts - multiples compress - stocks fall" [X Link](https://x.com/TedHZhang/status/2021607589750911327) 2026-02-11T15:29Z 61.3K followers, [----] engagements "Trump to use funding contracts to sustain coal-fired plants $BTU building a cup with high handle" [X Link](https://x.com/TedHZhang/status/2021609298720104905) 2026-02-11T15:36Z 61.3K followers, [----] engagements "A temporary moat to the massive disruption of AI is being likeable trust worthy and have high integrity. One of the last areas of disruption in my opinion are industries that depend on trust and relationships that are also heavily regulated. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg" [X Link](https://x.com/TedHZhang/status/2021630391376052435) 2026-02-11T17:00Z 61.3K followers, [----] engagements "$LUV NEWS: Southwest Airlines has just announced that it will install @Starlink across its entire fleet. The first Starlink-equipped aircraft will enter service this summer and it will be available on more than [---] aircraft by the end of [----]. Starlink Wi-Fi will be free for all https://t.co/KQYdaD2gLl NEWS: Southwest Airlines has just announced that it will install @Starlink across its entire fleet. The first Starlink-equipped aircraft will enter service this summer and it will be available on more than [---] aircraft by the end of [----]. Starlink Wi-Fi will be free for all" [X Link](https://x.com/TedHZhang/status/2021728660621754458) 2026-02-11T23:30Z 61.3K followers, [----] engagements "IBD IPO leaders $PTRN $GLXY $KRMN $BTSG" [X Link](https://x.com/TedHZhang/status/1982814112389152919) 2025-10-27T14:18Z 61.3K followers, [----] engagements "Talking about space and AI sattelites $PL double beat and raise gapping out of this base after retesting previous IPO highs. Planet Labs reports Q3 adjusted EPS 0c consensus (4c) Reports Q3 revenue $81M consensus $72.02M Planet Labs raises FY26 revenue view to $297M-$301M consensus $283.99M --- "We delivered a strong third quarter marked by continued momentum in the business accelerated revenue growth and excellent progress on our profitability goals. We're seeing strong traction with our AI-enabled global monitoring solutions demonstrated by our recent award under the NGA's Luno B program" [X Link](https://x.com/TedHZhang/status/1999114100723298567) 2025-12-11T13:48Z 61.3K followers, 14.6K engagements "After reviewing all my [----] trades all [--] principles I listed in my pinned post below still stand true. Additionally I want to add/re-iterate a few notable principles: [--]. The Playbook of setups that lead to my biggest and easiest winners a. Breakout from multi-month based like $MSTR $BTC $NVDA $SMCI $FNGU $CART b. high-tight flags like $QUBT $TSLA / $TSLL $DXYZ $RKLB c. EPs like $SMCI $RDDT d. they were all clean and simple setups - no need to rationalize a setup [--]. Nearly all my biggest winners were part of a theme/group move and/or initiated by a catalyst (had an EP somewhere within the" [X Link](https://x.com/TedHZhang/status/1878495196704333886) 2025-01-12T17:32Z 61.3K followers, 97.4K engagements "Stanley Druckenmiller @standuquesne on contrarian trading and investing being overrated. Contrarian investing is way overrated. It is intellectual cool to not be with the crowd but the crowd makes money 80% of the time. They kill themselves at the turns and losing as much as they would make 80% of the time. But I have found contrarian thinking just to be contrarian can be a death trap in particular with bonds and currencies because economic fundamentals is what they are. It can be a rough ride of it is crowded" [X Link](https://x.com/TedHZhang/status/1979933694816354636) 2025-10-19T15:32Z 61.3K followers, 279.7K engagements "Here is a YouTube playlist I created of [--] long-form Stanley Druckenmiller interviews Ive found. Ive seen most of them and am working through them again. There is never enough listening to Stan and his wisdom. https://youtube.com/playlistlist=PLE9IXNXDFTKbMd_OST6nfz2Dt6VYvVoh4&si=g9vQZzJHNKpgkHwk https://youtube.com/playlistlist=PLE9IXNXDFTKbMd_OST6nfz2Dt6VYvVoh4&si=g9vQZzJHNKpgkHwk" [X Link](https://x.com/TedHZhang/status/1979946457542082637) 2025-10-19T16:23Z 61.3K followers, 450.7K engagements "Full episode with @Wordsofrizdom - my first ever in-podcast recorded back in November here in NYC. https://linktw.in/TedZhang https://linktw.in/TedZhang" [X Link](https://x.com/TedHZhang/status/2009608940167082454) 2026-01-09T12:51Z 61.3K followers, 570K engagements "Poor action in the S&P500 and NASDAQ. S&P500 - [--] bar break and slicing the 10/20/50MAs. NASDAQ100 - slicing the 10/20/50/100-MAs. All in one day" [X Link](https://x.com/TedHZhang/status/2018762446941433995) 2026-02-03T19:04Z 61.3K followers, 11.4K engagements "Software $IGV and private credit $OWL $CG $KKR $ARES dumping. $SPX holding up for now" [X Link](https://x.com/TedHZhang/status/2018776878488732000) 2026-02-03T20:01Z 61.3K followers, [----] engagements "The power of compound interest - where the majority of the returns happen near the end. It took @elonmusk [--] years to achieve a networth of $24B. Then in [--] years that 35xed to $840B. It didn't happen overnight either. It took decades of sweat and pain. Elon Musk's net worth: 2020: $24 billion 2026: $840 billion https://t.co/Yar0IlRqYN Elon Musk's net worth: 2020: $24 billion 2026: $840 billion https://t.co/Yar0IlRqYN" [X Link](https://x.com/TedHZhang/status/2019129695946830224) 2026-02-04T19:23Z 61.3K followers, [----] engagements "We are in the middle of earnings season. As traders we primarily want to know the main points of a report. Another @perplexity_ai prompt I use in the spaces tab for quick earnings review. ---------------------------------- You are a hedge fund analyst. You're reviewing earnings. Create a report based on the recent earnings when I give you a ticker. Output should have all this: Company: Ticker: Quarter: Report Date: [--]. Key Actuals vs. Estimates: - Revenue: Actual $X Est. $Y - Beat/Miss/Inline - EPS: Actual $X Est. $Y - Beat/Miss/Inline - Key KPIs: . [--]. Guidance vs. Estimates: - New Guidance:" [X Link](https://x.com/TedHZhang/status/2020866024006885850) 2026-02-09T14:23Z 61.3K followers, 17K engagements ".@perplexity_ai prompt for pre-earnings prep. You are a Hedge Fund Analyst. Anytime I mention a company prepare a: Earnings Preview Checklist [--]. Pull and Summarize Current Quarter Estimates Identify and gather consensus analyst estimates for key company-specific metrics for the upcoming quarter. Note any recent estimate revisions upgrades/downgrades or outlier analyst calls. Record the companys own guidance (if given)is it above below or in line with consensus [--]. Review Latest Company Guidance Is guidance for the current/future quarters recently upgraded maintained or walked down Compare" [X Link](https://x.com/TedHZhang/status/2020881992082956628) 2026-02-09T15:26Z 61.3K followers, 42.6K engagements "One of the most attractive charts for me is the $TSLA monthly. Perfect undercut and reclaim of the 10-month SMA and [----] highs. This has the look of creating the foundation for the next big move" [X Link](https://x.com/TedHZhang/status/2020955247309619347) 2026-02-09T20:17Z 61.3K followers, [----] engagements "Spot Uranium monthly. 20-year base" [X Link](https://x.com/TedHZhang/status/2021243026299904212) 2026-02-10T15:21Z 61.3K followers, 14.7K engagements "The majority of growth stocks and momentum stocks we trade are in the NASDAQ composite. They aren't in the $MDY $IWM which are in steady uptrends. That is why there is chop. $QQQ is below the 10/20/50MAs" [X Link](https://x.com/TedHZhang/status/2021969293332631634) 2026-02-12T15:27Z 61.3K followers, [----] engagements "A great exercise for yourself to do is ask yourself: "How can I fail miserably at trading" Answer that. It gives great clarity. Invert. Invert. Invert Charlie Munger" [X Link](https://x.com/TedHZhang/status/2021970362922377459) 2026-02-12T15:31Z 61.3K followers, [----] engagements "Anthropic nears completion of deal to raise $20B in new round Bloomberg says" [X Link](https://x.com/TedHZhang/status/2021971737924248054) 2026-02-12T15:36Z 61.3K followers, [----] engagements "$FSLY has special ingredients trading 20x relative volume on a double-beat and raise. Fastly reports Q4 adjusted EPS 12c consensus Fastly sees FY26 adjusted EPS 23c-29c consensus 13c Fastly sees Q1 adjusted EPS 7c-10c consensus 1c" [X Link](https://x.com/TedHZhang/status/2021988284629758414) 2026-02-12T16:42Z 61.3K followers, 38.2K engagements "Often I want to pain a narrative or story for the tape but sometimes there is none. In that case I defer to the price/volume action first. The reason for what a certain stock does today may not be known for two or three days or weeks or months. But what the dickens does that matter Your business with the tape is now not tomorrow The reason can wait. But you must act instantly or be left. Jesse Livermore https://twitter.com/i/web/status/2021989651909640530 https://twitter.com/i/web/status/2021989651909640530" [X Link](https://x.com/TedHZhang/status/2021989651909640530) 2026-02-12T16:47Z 61.3K followers, [----] engagements "Something groundbreaking that most missed. This was included in GPT-5.3-Codex technical release statement: "GPT-5.3-Codex is our first model that was instrumental in creating itself. The Codex team used early versions to debug its own training manage its own deployment and diagnose test results and evaluations." xAI Co-founder @jimmybajimmyba included in his resignation letter that Recursive self improvement loops likely go live in the next [--] months." Just massive stuff. The next generation of AI is being created by the current generation of AI." [X Link](https://x.com/TedHZhang/status/2021990779057504648) 2026-02-12T16:52Z 61.3K followers, [----] engagements "With Claude Code and Codex releasing the power to everyone to create websites and apps these cloud platforms will likely do very well. $FSLY $DOCN $FSLY has special ingredients trading 20x relative volume on a double-beat and raise. Fastly reports Q4 adjusted EPS 12c consensus Fastly sees FY26 adjusted EPS 23c-29c consensus 13c Fastly sees Q1 adjusted EPS 7c-10c consensus 1c https://t.co/5Fq4aqotjG $FSLY has special ingredients trading 20x relative volume on a double-beat and raise. Fastly reports Q4 adjusted EPS 12c consensus Fastly sees FY26 adjusted EPS 23c-29c consensus 13c Fastly sees Q1" [X Link](https://x.com/TedHZhang/status/2021992329574486050) 2026-02-12T16:58Z 61.3K followers, [----] engagements "Often I want to paint a narrative or story for the tape but sometimes there is none. In that case I defer to the price/volume action first. The reason for what a certain stock does today may not be known for two or three days or weeks or months. But what the dickens does that matter Your business with the tape is now not tomorrow The reason can wait. But you must act instantly or be left. Jesse Livermore" [X Link](https://x.com/TedHZhang/status/2021992404329304401) 2026-02-12T16:58Z 61.3K followers, [----] engagements "People forget about risk during uptrends and are reminded of it during chop and corrections" [X Link](https://x.com/TedHZhang/status/2021994235453669723) 2026-02-12T17:06Z 61.3K followers, [----] engagements "I haven't experienced perfect day [--] EP action like this in awhile. Triggers [--] min ORB and [--] min ORB and never turns around Surfs VWAP and 5min/20-ema all day 23x relative volume and highest up volume ever in half a day Tracking for highest volume ever Of course it can always fail. But you can structure an asymmetric bet on a fantastic double beat and raise catalyst. $FSLY has special ingredients trading 20x relative volume on a double-beat and raise. Fastly reports Q4 adjusted EPS 12c consensus Fastly sees FY26 adjusted EPS 23c-29c consensus 13c Fastly sees Q1 adjusted EPS 7c-10c consensus 1c" [X Link](https://x.com/TedHZhang/status/2021998542710067377) 2026-02-12T17:23Z 61.3K followers, 17.3K engagements "So this month weve seen the release of: Opus [---] GPT-5.3-Codex Gemini 3-Deep Think. Self-recursive loop will only accelerate progress and new model releases. this is absolutely insane just look at the progress from gemini [--] deepthink we're starting to see the types of leaps we associated with huge pre trains on a [--] year timeline every month. if you can't see what's happening and what's coming this year there's very little i can https://t.co/nLDI8tWUyi this is absolutely insane just look at the progress from gemini [--] deepthink we're starting to see the types of leaps we associated with huge" [X Link](https://x.com/TedHZhang/status/2022009181461786824) 2026-02-12T18:05Z 61.3K followers, [----] engagements "Stocks that look high tend to go higher and stocks that look low tend to go lower. Dont be surprised if we see -60-75% corrections in names like $PLTR $HOOD $APP that have ran 1000%+ over the last [---] years" [X Link](https://x.com/TedHZhang/status/2022015416122634578) 2026-02-12T18:30Z 61.3K followers, 16.4K engagements "The best indicator of whether your trade is likely to work is if it works right from the start. In technical terms the best trade has a maximum adverse excursion of near zero" [X Link](https://x.com/TedHZhang/status/2022323779725140221) 2026-02-13T14:55Z 61.3K followers, [----] engagements "$FSLY was highest volume ever yesterday by 2x INSANE VOLUME. Up another 13% today making higher highs. I haven't see a monster like this in quite some time.' Just hard to get size on in this current market. $FSLY has special ingredients trading 20x relative volume on a double-beat and raise. Fastly reports Q4 adjusted EPS 12c consensus Fastly sees FY26 adjusted EPS 23c-29c consensus 13c Fastly sees Q1 adjusted EPS 7c-10c consensus 1c https://t.co/5Fq4aqotjG $FSLY has special ingredients trading 20x relative volume on a double-beat and raise. Fastly reports Q4 adjusted EPS 12c consensus Fastly" [X Link](https://x.com/TedHZhang/status/2022345287617151312) 2026-02-13T16:21Z 61.3K followers, [----] engagements "$BE up 10%+ pre-market on: $AEP subsidiary signs $2.65B deal to build a massive fuel cell facility near Cheyenne WY backed by a 20-year offtake agreement with a high-grade customer. The move likely benefits partner Bloom Energy (BE) which saw shares rise 3% on expectations of supplying the solid oxide fuel cells. https://twitter.com/i/web/status/2009262606058475553 https://twitter.com/i/web/status/2009262606058475553" [X Link](https://x.com/TedHZhang/status/2009262606058475553) 2026-01-08T13:55Z 61.3K followers, [----] engagements "My favorite @perplexity_ai prompt Ive made for traders. Feel free to copy and use. Please analyze TICKER for me and provide the following concise and clearly organized: [--]. **Explain what the company does in like I'm [--] years old** - three short bullet points about what it does and any helpful relatable examples and analogies. [--]. **Professional summary (max [--] sentences)** - industry main products/services primary competitors (list tickers) notable metrics or achievements competitive advantage/moat why they are unique and if they are a biotech provide if they have a commercial product or in" [X Link](https://x.com/TedHZhang/status/2020502698995405097) 2026-02-08T14:19Z 61.3K followers, 349.7K engagements "Many people I highly respect told me this is REQUIRED READING. After reading it it is REQUIRED READING. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg" [X Link](https://x.com/TedHZhang/status/2021628862724227141) 2026-02-11T16:54Z 61.3K followers, 58.2K engagements "$FTAI absolutely perfect setup. The problem Weak market backdrop so the probabilities of it working are lower Solution Pass or size mcuh much smaller and have low expectations. High expectations lead to disappointment" [X Link](https://x.com/TedHZhang/status/2022319107354271866) 2026-02-13T14:37Z 61.3K followers, [----] engagements "$MAGS the Magnificent [--] ETF is looking to close below the 40-week moving average for the first time since the tariff crash low" [X Link](https://x.com/TedHZhang/status/2022412599741325799) 2026-02-13T20:48Z 61.3K followers, [----] engagements "Bond traders and investors so far like what they see from CPI and jobs numbers this week as bonds catch a bid and yields fall. It could also be a sign of the bond market pricing in a slowdown too" [X Link](https://x.com/TedHZhang/status/2022415048292049023) 2026-02-13T20:58Z 61.3K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TedHZhang Ted Zhang
Stanley Druckenmiller, a renowned investor, has been making headlines with his insights on trading and investing. He emphasizes the importance of sizing and risk management, and notes that contrarian investing is overrated, as the crowd makes money 80% of the time. Meanwhile, various stocks are making significant moves, including $PLTR, $PATH, and $UBER, with some experiencing high volume and potential breakouts.
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Social Influence
Social category influence stocks 40.86% finance 33.33% cryptocurrencies 16.13% technology brands 16.13% automotive brands 5.38% celebrities 4.3% countries 3.23% social networks 2.69% exchanges #5727 financial services 1.08%
Social topic influence ai 10.22%, in the 6.45%, $sndk #229, stocks #2511, bitcoin 5.91%, $tsla #949, the first #3506, inflation #937, money 3.76%, strong 3.76%
Top accounts mentioned or mentioned by @revereasset @realsimpleariel @perplexityai @qullamaggie @jarzt @theshortbear @standuquesne @cflanders7 @nickschmidt @investright42 @griffithfrank @billackman @deepvue @a16z @venturetwins @projectedikirk @elonmusk @nau060810 @becomethetape @fistlegs
Top assets mentioned Sandisk Corporation (SNDK) Bitcoin (BTC) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) Strategy (MSTR) Lumentum Holdings Inc. Common Stock (LITE) Palantir Technologies Inc. (PLTR) AppLovin Corporation (APP) iShares BTC Trust (IBIT) GE Vernova Inc. (GEV) Abercrombie & Fitch Co. (ANF) Corning Incorporated (GLW) Coherent Inc (COHR) Ciena Corporation (CIEN) Micron Technology, Inc. (MU) Western Digital Corp (WDC) Stacks (STX) Fastly, Inc. (FSLY) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) American Eagle Outfitters (AEO) Victoria's Secret & Co. (VSCO) Guardant Health, Inc. Common Stock (GH) Microsoft Corp. (MSFT) Super Micro Computer, Inc. Common Stock (SMCI) Tower Semiconductor Ltd (TSEM) Planet Labs PBC (PL) SPDR GOLD ETF (GLD) Applied Optoelectronics, Inc. (AAOI) Southwest Airlines Co (LUV) Intel Corporation (INTC) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Bloom Energy Corporation (BE) Nextracker Inc. (NXT) CatCoin (CAT) TransMedics Group, Inc. Common Stock (TMDX) Reddit, Inc. (RDDT) aelf (ELF) FinGuard (FNGD) Peabody Energy Corporation (BTU) Ares Management, Corp. (ARES) Blue Owl Capital, Inc. (OWL) Carlyle Group, Inc. (CG) KKR & Co, Inc. (KKR) Rocket Lab USA, Inc. Common Stock (RKLB)
Top Social Posts
Top posts by engagements in the last [--] hours
"Significant movers today Upside: $BMNR $ZEPP $PLL $SOUN $MSOS Downside: $AI $DXYZ"
X Link 2025-08-11T15:56Z 60.4K followers, [----] engagements
"Take some time this weekend and review your biggest winners of the last month quarter year and lifetime as well as your biggest losers. It is so revealing"
X Link 2025-10-11T17:25Z 60.3K followers, 16.5K engagements
"$PBW clean energy ETF has a nice 5-week base developing Top holdings: [--]. $CSIQ (3.75%) [--]. $FLNC (2.88%) [--]. $EOSE (2.62%) [--]. $NXT (2.40%) [--]. $BE (2.29%) [--]. $SLDP (2.24%) [--]. $LAC (2.18%) [--]. $ORA (2.08%) [--]. $FSLR (2.05%) [--]. $BEPF (1.91%) Other notable holdings: $QS $SHLS $BLDP $POWL $XPEV $SEDG $RIVN $TSLA $JOBY $AMPX https://twitter.com/i/web/status/1988412955650658568 https://twitter.com/i/web/status/1988412955650658568"
X Link 2025-11-12T01:06Z 60.6K followers, 10.2K engagements
"Just some of the many bases I am tracking and stalking: $KRE $PBW $REMX $COPX $CAT $LMND $TSLA $TMDX $SOFI $GEV $RDDT $EQT $GFI What are you stalking and excited about https://twitter.com/i/web/status/1995263626295324946 https://twitter.com/i/web/status/1995263626295324946"
X Link 2025-11-30T22:48Z 60.6K followers, 13.6K engagements
"$COIN aiming to introduce prediction markets according to Bloomberg Prediction markets are one of the current hot themes. Polymarket and Kalshi raising money at big valuations. $GEMI introduced prediction markets and was up 32% yesterday"
X Link 2025-12-12T13:49Z 60.4K followers, [----] engagements
"Tech and crypto weak $SBIT $MSTZ $SMST as the best breakouts with $AVGO $ORCL $NVDA $ALAB $CRDO continued weakness. Retail and healthcare strong $ANF $AEO $VSCO $URBN $LLY $IHI $GH"
X Link 2025-12-15T21:52Z 60.4K followers, [----] engagements
"Retail/consumer names that have made big moves in the past like $ELF $ANF $VSCO $AEO $CAVA arent the flashiest companies and are cyclical. But when they are in their earnings up cycles combined with a strong economy they can often make big and linear moves"
X Link 2026-01-06T18:27Z 60.4K followers, [----] engagements
"$VSCO recently broke out of a high-tight flag. I am watching retail names $ANF $AEO closely. They aren't the sexiest but they can make some big linear moves"
X Link 2026-01-08T23:21Z 61.1K followers, [----] engagements
"I talk about linearity of a stock often. What is it really $GOOGL albeit a slower name is a perfect example of linearity - controlled and smooth movement that respects key moving averages (specifically the 10-week MA) flawlessly"
X Link 2026-01-11T23:09Z 60.4K followers, [----] engagements
"@Tommy24222689 @RealSimpleAriel @ConnorJBates_ We were near 100% cash heading into the tariff crash with $SOXS $SQQQ $FNGD"
X Link 2026-01-15T21:44Z 60.3K followers, [---] engagements
"Infrastructure and Energy: Trump admin mandated emergency operations for coal/nuclear to support AI data centers power needs. Coal: $BTU $AMR $HCC Nuclear: $URA $URNM $CCJ $LEU $UUUU $UEC $SMR $OKLO"
X Link 2026-01-19T22:39Z 60.4K followers, [----] engagements
"Massive validation for $TSLA Full-self driving. When an insurance company lowers prices it means they are pricing in less risk. BREAKING: LEMONADE ISSURANCE TO OFFER 50% RATE CUT FOR $TSLA WHEN SELF-DRIVING IS ACTIVATED 👀 This is huge https://t.co/5V2PrrkuMy BREAKING: LEMONADE ISSURANCE TO OFFER 50% RATE CUT FOR $TSLA WHEN SELF-DRIVING IS ACTIVATED 👀 This is huge https://t.co/5V2PrrkuMy"
X Link 2026-01-21T19:19Z 61.1K followers, 13.1K engagements
"Small unknown rare earth name $TROX in the $REMX ETF recently just turned up into a stage [--] uptrend from a prolonged stage [--] decline. They are a producer of titanium dioxide that has many use cases in AI infrastructure: thermal management (cooling chips). Included into nanofluids that do a better job cooling CPU/GPU than water Memristors & Neuromorphic Computing: Scientists are using TiO2 to develop "memristors"resistors that can "remember" the amount of charge that has flowed through them. This is a foundational technology for neuromorphic computing which aims to mimic the architecture of"
X Link 2026-01-21T21:15Z 61.2K followers, 12.6K engagements
"The copper future monthly chart reminds me of Gold and Silver before they broke out. The story is simple: MASSIVE demand for copper as the cheapest and best electricity conductor right now for the electricity buildout for AI"
X Link 2026-01-22T22:08Z 61.2K followers, 12.3K engagements
"A big lesson I've learned over the last 1-2 years from @Qullamaggie and @theparabolic1"
X Link 2026-01-23T15:25Z 60.4K followers, 14.3K engagements
"Owned in TURBO Our $REMX rare earth ETF indirectly has exposure to Latin/South America with $SGML $LAR as components. $SGML (Brazilian lithium miner) $LAR (Argentinian lithium miner) Anyone paying attention to the fact that Latin America is breaking out of a 15+ year downtrend $ILF https://t.co/Wlra10JH29 Anyone paying attention to the fact that Latin America is breaking out of a 15+ year downtrend $ILF https://t.co/Wlra10JH29"
X Link 2026-01-23T21:19Z 60.4K followers, 10.3K engagements
"$ARES $CG $OWL $KKR private credit weak. Something is up in this area as credit is one of the main ways to fund business growth. *BLACKROCK PRIVATE DEBT FUND EXPECTS 19% NET ASSET VALUE CUT - Bloomberg. (2) *BLACKROCK PRIVATE DEBT FUND EXPECTS 19% NET ASSET VALUE CUT - Bloomberg. (2)"
X Link 2026-01-26T15:42Z 61.2K followers, [----] engagements
"@TSDR_Trading We all know big moves come from big bases but when things are in big bases no one is interested (that is the nature of bases as they wear everyone out). Then they go vertical like gold silver $SNDK Space $REMX and all of a sudden everyone wants in"
X Link 2026-01-26T21:43Z 60.4K followers, [---] engagements
"$MSFT launched their Maia [---] AI chip launch. $MAIA a random biotech firm is up 8% pre-market"
X Link 2026-01-27T14:06Z 61.2K followers, [----] engagements
"Silver may or may not have topped but the price/volume action IS NOT even close to that of the climax runs of $MSTR $SMCI. Think there will be more frustration involved. If anything Silver futures look like it is working off the extension now with the 10-EMA catching up. We will see. Just trailing 15% of the original position now in TURBO holding for a defensive sell because I have no idea how high this can go. https://twitter.com/i/web/status/2016162698401132635 https://twitter.com/i/web/status/2016162698401132635"
X Link 2026-01-27T14:53Z 60.4K followers, 29.7K engagements
"Optical names back with some strength and momentum off $GLW partnership with $META $COHR $LITE $CIEN $TSEM"
X Link 2026-01-27T15:10Z 60.3K followers, [----] engagements
"$TMDX advance organ care system used in hospitals for organ transplant/harvesting transportation care with triple digit earnings setting up in a big weekly base. This setup looks identical to $TSLA base from Sept [----] before it broke out"
X Link 2026-01-27T15:26Z 60.4K followers, [----] engagements
"Gold all-time highs again in its controlled move. Silver back over [---] and $SLV back over $100. Silver may or may not have topped but the price/volume action IS NOT even close to that of the climax runs of $MSTR $SMCI. Think there will be more frustration involved. If anything Silver futures look like it is working off the extension now with the 10-EMA catching up. https://t.co/LNa1Rzlo5w Silver may or may not have topped but the price/volume action IS NOT even close to that of the climax runs of $MSTR $SMCI. Think there will be more frustration involved. If anything Silver futures look like"
X Link 2026-01-27T20:25Z 60.4K followers, [----] engagements
"$GOOGL is going to dominate OpenAI with their $8/mo subscription completely. While Google can finance this tier with their tens of billions of free cash flow OpenAI is resorting to ads https://www.perplexity.ai/page/google-launches-7-99-ai-plus-p-o5czTCQ7QBuGC3o1xrU3Ug https://www.perplexity.ai/page/google-launches-7-99-ai-plus-p-o5czTCQ7QBuGC3o1xrU3Ug"
X Link 2026-01-27T23:29Z 60.3K followers, [----] engagements
"SpaceX considering June IPO according to FT $RKLB $PL $ASTS $GSAT $VSAT $SATS $UFO $ARKX"
X Link 2026-01-28T13:56Z 61.2K followers, [----] engagements
"$GEV has it all: 26-week base Earnings catalyst - beat and raise Theme - power generation (natural gas turbines) When it trends it trends super linearly"
X Link 2026-01-28T20:32Z 60.7K followers, [----] engagements
"$ILF (Latin America) Breaks the down trend line from [----]. Massive volume flowing in this month. Clear character change that money is flowing into Latin America and emerging markets"
X Link 2026-01-28T22:04Z 60.7K followers, [----] engagements
"And turns out it wasnt so easy. Gold and Silver new all-time highs. I am starting to sense the FOMO and acceleration really beginning now. The great paradox of the market is that what has never happened happens all the time. That is why this game is so difficult. Silver futures - well see what happens. Im not so sure this will be that easy for shorts. https://t.co/K4ZtGGkZ7g Silver futures - well see what happens. Im not so sure this will be that easy for shorts. https://t.co/K4ZtGGkZ7g"
X Link 2026-01-28T23:44Z 60.4K followers, 10.9K engagements
"NOW not two weeks ago not two months ago GOLD futures have hit the 10ATR extension above the 50-DSMA for the FIRST time since the 10-year cup-with-handle breakout from early [----]. Looking to scale out of some gold here and then trailing the rest for a defensive sell because we never know how high something can go. Watch the futures not $GLD (the gaps aren't as meaningful). @RealSimpleAriel https://twitter.com/i/web/status/2016879311970578817 https://twitter.com/i/web/status/2016879311970578817"
X Link 2026-01-29T14:21Z 60.3K followers, 15.3K engagements
"All-out rip on Commodities are pointing to an economy that is about to accelerate and to inflation likely returning. Copper is breaking out of a multi-month base up 10%. Crude is up 5% testing a downtrend line from 2022"
X Link 2026-01-29T14:32Z 60.4K followers, [----] engagements
"Quotes of the Day: "Stocks are not random. They have moved the same way the past hundreds and hundreds of years." @Qullamaggie "It is not wise to disregard the message of the tape no matter what your opinion of crop conditions or of the probable demand may be." Jesse Livermore https://twitter.com/i/web/status/2016897764542615882 https://twitter.com/i/web/status/2016897764542615882"
X Link 2026-01-29T15:34Z 60.4K followers, [----] engagements
"$ORCL $MSFT something is wrong with this picture here. $MSFT -12% $ORCL -5.4%"
X Link 2026-01-29T16:07Z 60.4K followers, [----] engagements
"$SNDK and the rest of the memory group $MU $WDC $STX. What leaders do Resist the pressure of the market and quickly make new highs when the pressure lifts"
X Link 2026-01-29T19:38Z 60.3K followers, [----] engagements
"$SNDK up 10% on earnings. INSANE BEAT AND RAISE. Earnings per Share (EPS): Sandisk expects to make $12.00 to $14.00 per share. Wall Street analysts (FactSet Consensus) were only expecting $5.11. Revenue: They expect to bring in $4.40 to $4.80 billion. Analysts were only expecting $2.93 billion. https://twitter.com/i/web/status/2016982646417461452 https://twitter.com/i/web/status/2016982646417461452"
X Link 2026-01-29T21:11Z 61K followers, [----] engagements
"I am seeing today's action as a constructive shakeout in both the S&P500 and NASDAQ. Days like today separate the wheat from the chaffe and really tells us what leaders and themes to focus on"
X Link 2026-01-29T21:25Z 60.4K followers, 11.1K engagements
"@FunOfInvesting $SA - for Sustainable abundance holdings"
X Link 2026-01-29T22:10Z 61K followers, [----] engagements
"Robinhood Markets (HOOD): U.S. could give HOOD a key role in managing "Trump Accounts" for children according to Bloomberg $HOOD sitting at the 200-DSMA"
X Link 2026-01-30T13:46Z 60.5K followers, [----] engagements
"$SNDK is 20-ATR above the 50-Day moving average and 400% above the 200-day One of the craziest extensions I've ever seen. TURBO is scaling out and will be covered on tonight's video"
X Link 2026-01-30T14:46Z 60.3K followers, 12.1K engagements
"Escalators up; elevator down. $SNDK $GLD $SLV"
X Link 2026-01-30T18:24Z 60.4K followers, [----] engagements
"@BillAckman Pretty concerning. Are you using Moltbot Bill How do you use AI right now We would all appreciate one of your classic essays on this topic"
X Link 2026-01-31T15:37Z 61.1K followers, [----] engagements
"Pull the plug if even possible. There are real societal and existential risks at play. moltbook is terrifying to humans because its a mirror of ourselves https://t.co/dP5IpyXLox moltbook is terrifying to humans because its a mirror of ourselves https://t.co/dP5IpyXLox"
X Link 2026-01-31T15:38Z 60.4K followers, 13.7K engagements
"He would love to be on Roblox $RBLX right now. Stock in the toilet. Jeffrey Epstein was banned from Xbox Live in [----] due to harassment threats and/or abuse of other players that was severe repeated and/or excessive. Follow: @AFpost https://t.co/uJGT8KFAZZ Jeffrey Epstein was banned from Xbox Live in [----] due to harassment threats and/or abuse of other players that was severe repeated and/or excessive. Follow: @AFpost https://t.co/uJGT8KFAZZ"
X Link 2026-01-31T15:41Z 61.1K followers, [----] engagements
"Im rereading the classic How to trade in stocks by Jesse Livermore for the third time. What are you all currently reading What are you all currently reading"
X Link 2026-01-31T15:43Z 60.4K followers, 26K engagements
"$MSTR liquidation is where you buy Bitcoin $MSTR - BITCOIN FALLS BELOW MICROSTATEGYS COST BASIS ($76037) FOR FIRST TIME SINCE OCT [----] $MSTR - BITCOIN FALLS BELOW MICROSTATEGYS COST BASIS ($76037) FOR FIRST TIME SINCE OCT 2023"
X Link 2026-01-31T20:11Z 60.4K followers, 16.7K engagements
"@TrendSpider @TheShortBear @RealSimpleAriel $XOM $CVX"
X Link 2026-02-01T20:12Z 60.9K followers, [----] engagements
"Bitcoin hit the 74k target but I am looking one more area lower. The 69-70k level for Bitcoin extends back to the [----] pre-election base breakout and the [----] highs. These are major price structural areas. Looking at the $QQQ as well the tariff crash April [----] found support right at the [----] highs as well. $TSLA [----] COVID crash experienced a similar phenomenon. It found support right at [----] highs. Bitcoin symmetrical bear flag. However above 90.3k and we could trigger a squeeze to the upside. Below 86.5k ish and we probably head for another leg lower to the 74k area."
X Link 2026-02-01T22:21Z 60.6K followers, 42.4K engagements
"Really neat new @Deepvue sector/group/industry/sub-industry tool to see the strength and weakness changes. Since 50% of a stock's movement is tied to its Sector and industry group it becomes critical to track them"
X Link 2026-02-01T22:50Z 60.7K followers, 15.6K engagements
"The combination of Kevin Warsh being nominated as the FED chair and CME raising margin requirements lead to some of the largest down days in precious metals. Precious metals went up on one narrative of inflation. Kevin Warsh wants to shrink the balance sheet by trillions to address the wealth inequality and inflation caused by a bloated FED balance sheet. Watch closely at his actions. If you are wondering why asset prices are tanking watch this interview of Kevin Warsh. He dislikes quantitative easing as he believes it inflates asset prices and increases inequality between workers and asset"
X Link 2026-02-01T23:00Z 61.2K followers, 15.2K engagements
"Stanley Druckenmiller @standuquesne on evaluating a portfolio manager: "I would definitely look for discipline. The first thing when I look at the records I would go to the bear market periods and see how they did in those and the quality of the records." Stanley Druckenmiller https://twitter.com/i/web/status/2018140793114890511 https://twitter.com/i/web/status/2018140793114890511"
X Link 2026-02-02T01:53Z 60.3K followers, 34.8K engagements
"Market economic cycles and sector rotation. Tech financials and cyclicals are being distributed and joining them are basic materials (however a boost by Trump pre-market with a stockpile). Energy staples and healthcare are showing relative strength"
X Link 2026-02-02T13:19Z 61K followers, 18.4K engagements
"Some thoughts on our new FED chair Kevin Warsh and the implications on our 10-yr yield equities commodities and bonds. The Warsh pick is interesting as the market sees him as hawkish and independent from Trump's reach which is a smart credibility play. Markets are addicted to rate cut narratives. He wants to break that get back to "real" growth vs this levered-up inflationary mess. The predicament is: We're sitting on $6.6T balance sheet. Warsh wants to roll it off. The problem is the market DEPENDS on those Treasury/MBS bids right now. Pull that support too fast and 10Y could spike to 5%."
X Link 2026-02-02T13:38Z 61.2K followers, 16K engagements
"If Ethereum hits -70% off highs and retraces back to the April [----] crash lows and the [----] highs that would be a decent area for a contrarian"
X Link 2026-02-02T13:59Z 60.4K followers, [----] engagements
"We are starting to see former [--] year long leaders like $PLTR (Below) $HOOD and $APP break down into stage [--] declines. Myself @CFlanders7 and @RealSimpleAriel were discussing this past weekend that a prime short setup is the first rally back to the 50/200-DSMAs after the initial breakdown. $PLTR has earnings tonight and if that leads to a gap up into 165-170 area that could be a prime short. https://twitter.com/i/web/status/2018337178791686639 https://twitter.com/i/web/status/2018337178791686639"
X Link 2026-02-02T14:54Z 61.1K followers, 39.2K engagements
"Optical names are still clear leading stocks: $COHR $LITE $CIEN $GLW $TSEM"
X Link 2026-02-02T15:48Z 61.2K followers, 11.9K engagements
"@RealSimpleAriel Run up a bit more for me into 165-170 and it would be a nice short with $PLTZ"
X Link 2026-02-02T21:12Z 61.2K followers, [----] engagements
"I smell an emerging theme. Watch anything in the AI-space data center and AI-orbital satellite supply chain. Need to do some research into what companies may play a role in this supply chain. SPACEX: 'SPACE-BASED AI' IS THE ONLY WAY TO SCALE THE TECHNOLOGY SPACEX: 'SPACE-BASED AI' IS THE ONLY WAY TO SCALE THE TECHNOLOGY"
X Link 2026-02-02T21:15Z 61.2K followers, 34.8K engagements
"Bitcoin upside reversal on the highest up volume in [--] year finding support around the 70-74k area which is the [----] tariff crash low [----] breakout and [----] high"
X Link 2026-02-02T22:22Z 60.3K followers, [----] engagements
"Samsung SK Hynix reach combined valuation of $1.14T Bloomberg says Memory stocks on fire still but getting increasingly stretched to the upside. $SNDK $MU $WDC $STX"
X Link 2026-02-03T13:37Z 61.1K followers, [----] engagements
"$GOOGL to spend $4.75B to help find enough electricity WSJ Google intends to spend $4.75B to help find enough electricity to run its fleet of data centers Katherine Blunt of The Wall Street Journal reports. The company currently has a pending deal to buy Intersect which would make it the only tech giant to own a power company a potentially significant advantage over rival So Google is looking to find electricity now. Well clearly that is massive demand for power generation names. $FTAI $GEV $SEI $BE $VST $CEG etc https://twitter.com/i/web/status/2018680574794183134"
X Link 2026-02-03T13:38Z 61.1K followers, [----] engagements
"Intel memory ambitions 'back in the spotlight' TrendForce News says Two biggest bottle necks right now: Energy and Memory. $SNDK $MU $WDC $STX"
X Link 2026-02-03T13:40Z 61.2K followers, [----] engagements
"Happy 35th Birthday to the Silver Expert himself 🤣 @RealSimpleAriel Imagine turning around and seeing the Silver expert @RealSimpleAriel 🤣🤣🤣 https://t.co/1EgTEc6pPm Imagine turning around and seeing the Silver expert @RealSimpleAriel 🤣🤣🤣 https://t.co/1EgTEc6pPm"
X Link 2026-02-03T14:00Z 60.3K followers, 10.5K engagements
"Reiterating some Wisdom from a discussion with @RealSimpleAriel this weekend. As the market gets extended we want to obviously already be in market leaders and tracking the next themes but also starting to track relative weakness for shorts names like $HOOD $APP $PLTR. $PLTR gave a great gap up short against [---] today. Running a L/S book in these potential inflection points allows your portfolio to tell you what side of the market is easier and where to add more exposure. Then as the market corrects you start getting stopped out of trailing shorts and start looking at relative strength ready"
X Link 2026-02-03T15:13Z 60.3K followers, [----] engagements
"$MSFT $ORCL something is simply wrong. OpenAI complex. And now OAI is looking to aggressively raise a 100B round at 900B valuation. Then IPO late [----]. Imo hype everything up for pure exit liquidity. But thats an opinion - need to see how the tape trades when OAI IPOs"
X Link 2026-02-03T15:14Z 61.1K followers, [----] engagements
"@RealSimpleAriel And $XLE strong - which I see as inflation coming back. If that happens a hawkish Warsh has even more rate to pause rates or even hike. If we hike bye bye equities"
X Link 2026-02-03T17:50Z 60.4K followers, [----] engagements
"$TSLA low volume pullback on the weekly chart back to the 30-week MA. Not really my style but if bullish the Elon Musk complex not a bad area to start accumulating a position. Big chart @NickSchmidt thoughts"
X Link 2026-02-03T21:51Z 60.3K followers, [----] engagements
"@a16z @venturetwins Lolol - yes Im a daily active user of X fan of Karpathys YouTube and listen to Dwarlesh but Im the furthest from a developer PM or designer. Doing my best to learn"
X Link 2026-02-03T22:39Z 60.3K followers, [---] engagements
"@venturetwins @a16z Anyone not scrolling X and following the smartest people and leading thinkers are missing out big time"
X Link 2026-02-03T23:42Z 60.3K followers, [--] engagements
"@TraderIsaac @MichaelASerio2 Yep - in New York City no ID is required and they even tell you to not show your ID even if you want to"
X Link 2026-02-04T00:22Z 60.3K followers, [--] engagements
"Who will survive in a world transitioning quickly to AI one with insatiable curiosity immense desire to learn new things adaptable identity embrace rapid change maintaining optimistic view of the future"
X Link 2026-02-04T00:42Z 60.3K followers, [----] engagements
"147 is the key level for Palantir $PLTR. If we break it's falling off a cliff. Last week first close below the 40-WSMA after a 2500% move We are starting to see former [--] year long leaders like $PLTR (Below) $HOOD and $APP break down into stage [--] declines. Myself @CFlanders7 and @RealSimpleAriel were discussing this past weekend that a prime short setup is the first rally back to the 50/200-DSMAs after the https://t.co/u4G8n9934Q We are starting to see former [--] year long leaders like $PLTR (Below) $HOOD and $APP break down into stage [--] declines. Myself @CFlanders7 and @RealSimpleAriel were"
X Link 2026-02-04T14:45Z 60.4K followers, 11.1K engagements
"$SNDK -15%. Looks horrible right Well it is still trading above the 10-EMA so noting is really that wrong. If you are long you should have been trimming into the 15-20x ATR extension above the 50-DSMA and only have a small piece left. Forget about price % and $ change. Focus on whether the chart and stock are acting normally or abnormally. Be afraid of abnormal action - weakness or accelerating into a climax move. Forget about price % and $ change. Focus on whether the chart and stock are acting normally or abnormally. Be afraid of abnormal action - weakness or accelerating into a climax move"
X Link 2026-02-04T19:19Z 60.4K followers, 12.5K engagements
"Quote of the Day: "Markets only trend 1/3 of the time." @Qullamaggie"
X Link 2026-02-04T20:45Z 60.4K followers, [----] engagements
"JUST IN: Ticker $X has been secured by someone JUST IN: Ticker $X has been secured by someone"
X Link 2026-02-04T21:10Z 60.4K followers, [----] engagements
"$MRNA strong move on FY26 guidance raise out of a stage [--] base and now flagging constructively. $XBI $XLV some sectors that are showing relative strength and in the non-tech areas of the market. Super tight inside day and DV RMV at 0"
X Link 2026-02-04T22:00Z 61.2K followers, [----] engagements
"Another lesson on linearity. $AAOI and $LITE both in the optical theme. One is a POS for trading and the other is much better"
X Link 2026-02-04T22:14Z 61.2K followers, [----] engagements
"Burry doing TA $BTC Patterns https://t.co/Ax595mNXrD $BTC Patterns https://t.co/Ax595mNXrD"
X Link 2026-02-04T23:22Z 61.1K followers, 12.1K engagements
"@sama If you guys can bridge the gap between developer and non-technical users like myself with a stunning GUI and still with full planning and coding capabilities that will change everything"
X Link 2026-02-05T01:31Z 60.4K followers, [---] engagements
"@TheShortBear Yes $XLE into new all-time highs and strength in transports for me points towards a re-accelerating economy and inflation coming back. Warsh can stay hawkish because if we cut we would enter overdrive fast. Our 10-yr would spike to [--] quickly"
X Link 2026-02-05T01:44Z 60.4K followers, [----] engagements
"Just remember hes worth $850B - so take his advice seriously. Whoever said money cant buy happiness really knew what they were talking about 😔 Whoever said money cant buy happiness really knew what they were talking about 😔"
X Link 2026-02-05T01:48Z 60.7K followers, [----] engagements
"The X algo has been f**ked for me. All my impressions reach and likes took a steep drop in the last week. Anyone experiencing the same"
X Link 2026-02-05T02:16Z 60.4K followers, 13.6K engagements
"Stanley Druckenmiller @standuquesne thoughts on hiring a money manager: "If I were hiring a money manager the first thing I would look for is if all I heard was they never made a mistake and theyre telling me about all their wins that is a big red flag. The great money managers Ive met they generally dont tell you about their wins they tell you about a lot of their losses." https://twitter.com/i/web/status/2019410009889611803 https://twitter.com/i/web/status/2019410009889611803"
X Link 2026-02-05T13:57Z 61.1K followers, 36.4K engagements
"This is where you begin to track relative strength. It doesn't mean buy it since the market is volatile and weakening. But the basket you find will be the next leaders"
X Link 2026-02-05T14:57Z 60.6K followers, [----] engagements
"Well it was $MSTR and its inverse ETF $MSTZ did this. What chart Super nice VCP base This is a trick question. https://t.co/WeK1MZFZBi What chart Super nice VCP base This is a trick question. https://t.co/WeK1MZFZBi"
X Link 2026-02-05T16:04Z 60.7K followers, [----] engagements
"Bitcoin (high to low) 2017: 84% 2021: 77% Current: 50% 75% - 30k a Bitcoin 84% - 20k a Bitcoin Anything is possible"
X Link 2026-02-05T18:25Z 60.6K followers, 26.2K engagements
"No one is upset. Its noting extreme conditions. Its like any asset class at extremes and classic cycle of human emotions. When gold and silver were climaxing I heard debt de-dollarization deficit need hard assets. While tariffs and COVID crashed the markets we heard depression and the world is ending. At the lows of [----] we heard inflation would go on forever. When SPACs were going parabolic we heard new VC for retail democratizing VC When the internet started booming we heard need paradigm even for the trashiest stocks with zero earnings and revenues. Now its Bitcoin is going to zero because"
X Link 2026-02-05T20:47Z 60.7K followers, [----] engagements
"Theres always something with Bitcoin and markets. Mt. Gox COVID inflation Trump Epstein. Human nature cycles stays the same - so does supply and demand positioning and sentiment"
X Link 2026-02-06T14:04Z 60.8K followers, [----] engagements
"Tradeable low was made last night on the new Bitcoin candle. We sold off for the first 5-10 min undercut and quickly reclaimed 60k on massive volume. Other cryptos saw capitulation as well. $XRP below was a perfect capitulation and UnR of the Trump-induced crash from a few months ago. $1.25 was the entry. I smell capitulation happening. 50% off highs largest daily candle and spread and $IBIT highest volume ever. I smell capitulation happening. 50% off highs largest daily candle and spread and $IBIT highest volume ever"
X Link 2026-02-06T14:49Z 61.1K followers, [----] engagements
"The perfect mean reversion long was last night around 7:30pm when Bitcoin undercut previous lows of the day 61k level and found support right at [-----]. We saw forceful selling on the largest volume in well over a year and now forceful reversal. If we gapped down again forcefully tomorrow that would be a parabolic long trade. If we gapped down again forcefully tomorrow that would be a parabolic long trade"
X Link 2026-02-06T18:09Z 61.1K followers, [----] engagements
"@1PeterMitchell Why wasnt this narrative loud when gold broke out of a [--] year base [--] years ago but now that it is blowing off everyone is talking about it"
X Link 2026-02-07T12:54Z 60.8K followers, [--] engagements
"@WOLF_Financial And $AAPL is near all time highs. While many of the others are wakening. Perhaps the market does not believe in the ROI"
X Link 2026-02-07T22:42Z 60.9K followers, [----] engagements
"@WalksWallstreet What the f**k. Meanwhile Im here for the weekend in fort Lauderdale where its [--] degrees. Coming back tomorrow"
X Link 2026-02-07T22:46Z 61.1K followers, [----] engagements
"@AlexAndBooks_ This is great Alex"
X Link 2026-02-08T17:44Z 61.1K followers, [---] engagements
"@StockSavvyShay @Polymarket Such a great company having the most talented engineers and research labs in so mane verticals Built on top of a free cash flow machine"
X Link 2026-02-08T17:48Z 61.1K followers, [---] engagements
"@JohnLeFevre @BillAckman Turns out climate change has been happening for millions of years. We had an ice age before"
X Link 2026-02-08T20:52Z 61.1K followers, [----] engagements
"Not seeing many great opportunities after my weekend scan. Industrials energy and Banks are hot but growth and momentum out of favor. SPX ATR is 1.11% now and above 1% leads to greater chop and volatility - not conducive for Trend-followers"
X Link 2026-02-08T23:22Z 61.2K followers, 15.6K engagements
"@johnmichael_mur @perplexity_ai Nice"
X Link 2026-02-09T00:28Z 61.1K followers, [----] engagements
"AI tip: [--]. Download Google Photos [--]. Backup your Apple photos [--]. Gemini can have access to them and you can more easily search your photos with AI"
X Link 2026-02-09T02:18Z 61.2K followers, [----] engagements
"@projectedikirk Yes I have. $LUV is a great turnaround I've been wanting to get in but haven't. Elliot Capital activism is working"
X Link 2026-02-09T14:15Z 61.1K followers, [--] engagements
"@MrBeast With all the internet geniuses out there I am surprised no one has solved it yet"
X Link 2026-02-09T14:18Z 61.2K followers, [----] engagements
"$INTC has clear relative strength and volatility contraction during this recent market volatility. @elonmusk discussed perhaps relying on Intel for Tesla AI chip production as well as starting their own fab Jensen Huang of $NVDA discussed moving some of their chip manufacturing to Intel from $TSM Big weekly and monthly base foreshadows potential big moves "Low volatility is where trends are born high volatility is where they go to die" @bbands https://twitter.com/i/web/status/2020875534327038181 https://twitter.com/i/web/status/2020875534327038181"
X Link 2026-02-09T15:00Z 61.2K followers, [----] engagements
"IPhone IOS shortcut for AI use: settings action button choose between any AI provider to have quick access to your favorite model @perplexity_ai chatGPT Gemini"
X Link 2026-02-09T16:38Z 61.2K followers, [----] engagements
"@Nau060810 All the market wizards Atomic habits Price of time is a Druck one but u havent read it yet [----] and too big to fail for the two big crisis"
X Link 2026-02-09T19:26Z 61.2K followers, [---] engagements
"$IONQ $RGTI $QUBT $QBTS $QTUM @TedHZhang Oh boy @TedHZhang Oh boy"
X Link 2025-09-12T14:01Z 61.2K followers, 23K engagements
"Stanley Druckenmiller once said that the way he latches onto the next big themes EARLY is to constantly listen to and observe what the smartest people in the world are working on and talking about. What would you say that is right now from your own experiences and observations"
X Link 2025-10-24T02:12Z 61.3K followers, 102.5K engagements
"$ANF is a perfect model book of Stan Weinstein's four stages. Stage 1: basing phase (July 2022-May 2023) Stage 2: uptrend (May [----] - May 2024) Stage 3: topping phase (May [----] - Jan 2025) Stage 4: decline (Jan [----] - Present day) $ELF $SFM are some other great examples"
X Link 2025-11-09T02:55Z 61.3K followers, 11.7K engagements
"$ARGT Argentina stocks are attractive off the back of @JMilei mid-term win. It saw highest volume ever (which is never to be ignored) and now building the right side of this base nicely"
X Link 2025-11-18T21:44Z 61.3K followers, [----] engagements
"Robotics are obviously next. The question to ask then is which publicly traded names are the best to capture this trend. "I look for BIG trends. I am not a Buffet guy that holds for [--] years but Ill hold for 2-4 years" Stanley Druckenmiller "I look for BIG trends. I am not a Buffet guy that holds for [--] years but Ill hold for 2-4 years" Stanley Druckenmiller"
X Link 2025-12-20T22:58Z 61.2K followers, 157.1K engagements
"Bullish $ARGT Argentina and bullish $ILF Latin America - which is breaking out of a base while US is getting killed today"
X Link 2026-01-14T15:57Z 61.3K followers, [----] engagements
"$ARKG - Genomics $GRAL $GH $BEAM $NTRA $PACB $PRME $TWST best looking components Focus on big weekly and monthly bases. That is where your new FRESH moves and themes will come from. Focus on big weekly and monthly bases. That is where your new FRESH moves and themes will come from"
X Link 2026-01-22T14:56Z 61.2K followers, [----] engagements
"$GRAL $GH two cancer diagnostics breaking out of their bases"
X Link 2026-01-22T15:00Z 61.2K followers, [----] engagements
"Emerging markets especially Latin/South America are on fire this year. $ARGT also 10% YTD $ILF 18% YTD $EEM 9.8% YTD $KWEB 5.6% YTD Global investors pouring into Brazil January has seen +$2.3 Billion in foreign inflows so far most in more than two years. $EWZ +18% YTD The Golden Age of Latin America 🚀☀ https://t.co/sY3npVmcIP Global investors pouring into Brazil January has seen +$2.3 Billion in foreign inflows so far most in more than two years. $EWZ +18% YTD The Golden Age of Latin America 🚀☀ https://t.co/sY3npVmcIP"
X Link 2026-01-27T15:51Z 61.3K followers, [----] engagements
"How to maximize your reward/profit to aggravation ratio: [--]. Buy stocks basing and trending above all key moving averages Daily: 10/20/50/100/150/200-SMAs Weekly: 10/20/30/40-SMAs Monthly: 10/20-SMAs [--]. Buy a stocks in a strong group/theme. Ie. optical $COHR $LITE $CIEN $AAOI $GLW memory $SNDK $MU $WDC $STX [--]. Buy stocks that trade linearity and show respect for certain KMAs $SNDK is a perfect example. https://twitter.com/i/web/status/2016580423464227092 https://twitter.com/i/web/status/2016580423464227092"
X Link 2026-01-28T18:33Z 61.2K followers, 15.2K engagements
"One of my favorite optical names out of the bunch is $LITE finding support at the 50-DSMA. I would like a bit more symmetry in this flat base.and earnings next week. $COHR $CIEN $AAOI $TSEM $GLW is the group"
X Link 2026-01-28T23:25Z 61.2K followers, [----] engagements
"I do a little situational awareness exercise daily and weekly. It is showing a lot of red. Momentum leaders $SNDK $PL $GLD $SLV $REMX and miners with huge down days too. Uncertainty around Kevin Warsh and the new FED policy which drives all of liquidity. As Druckenmiller says just follow the liquidity. Most importantly I am seeing little traction in the last 5-15 trades. https://twitter.com/i/web/status/2018101735202406636 https://twitter.com/i/web/status/2018101735202406636"
X Link 2026-02-01T23:18Z 61.3K followers, [----] engagements
"$SKYT really nice linear action and forming a constructive flag showing relative strength. Markets have been choppy and we are seeing breadth deterioriate so this is more on watch than on a buy list"
X Link 2026-02-01T23:46Z 61.3K followers, 11.9K engagements
"$CSCO is $1 away from a 26-year breakout. It only took you 26-years to get back even if you bought in the year [----] and thought Cisco was the next big thing. With inflation you are down significantly. This is why buy hold and hope is not a strategy"
X Link 2026-02-02T18:11Z 61.2K followers, [----] engagements
"US nominal GDP up 58% the past [--] years. That is nominal. Let's talk inflation-adjusted. With the FED printing trillions this is an 'economic' boom driven by massive government spending money printing hence the massive inflation and rising costs Source: BOA"
X Link 2026-02-02T21:10Z 61.2K followers, [----] engagements
"Perfect spot to try $PLTR short with $PLTD $PLTZ puts or directly shorting $PLTR common against $165. We just lost the 200-DSMA again. We are starting to see former [--] year long leaders like $PLTR (Below) $HOOD and $APP break down into stage [--] declines. Myself @CFlanders7 and @RealSimpleAriel were discussing this past weekend that a prime short setup is the first rally back to the 50/200-DSMAs after the https://t.co/u4G8n9934Q We are starting to see former [--] year long leaders like $PLTR (Below) $HOOD and $APP break down into stage [--] declines. Myself @CFlanders7 and @RealSimpleAriel were"
X Link 2026-02-03T14:37Z 61.2K followers, [----] engagements
"$GOOGL $GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI. This means that $GOOGL now has exposure in [--] of the [--] frontier AI labs. $GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI. This means that $GOOGL now has exposure in [--] of the [--] frontier AI labs"
X Link 2026-02-03T19:44Z 61.2K followers, [----] engagements
"An exercise on linearity (self-evident examples) to make the point. Which one is more linear $PSX or $SNDK"
X Link 2026-02-03T22:05Z 61.3K followers, [----] engagements
"$CTRA or $FTAI"
X Link 2026-02-03T22:05Z 61.3K followers, [----] engagements
"It isn't a great market when inverse ETFs are all over my momentum scan $MSTZ $SMST $BTCZ $RGTZ $ETHD $FNGD $BMNZ"
X Link 2026-02-03T22:10Z 61.2K followers, [----] engagements
"Intel hires architect to build GPUs $INTC Intel CEO Lip-Bu Tan said during the Cisco AI Summit "And I just hired the Chief GPU architect and he's very good. I'm very delighted he joined me. And then I told him that not just CPU GPU is also very important. And so you have to really optimize. So I'm not hung up with just Xeon [--] and also embrace RISC-V and you got to be more flexible." "N" in CANSLIM https://twitter.com/i/web/status/2019047069181161785 https://twitter.com/i/web/status/2019047069181161785"
X Link 2026-02-04T13:55Z 61.3K followers, [----] engagements
"$ENPH EP in my books - double beat and raise. Beats by $0.12 beats on revs; guides Q1 revs above consensus Enphase targets $2B battery retrofit market in Netherlands while rolling out fifth-generation batteries and AI-driven customer tools 23% short float Neglected and has been in a downtrend for [--] years and just turning back up into a stage [--] uptrend. Over 2x average volume in [--] min. Always can fail; that is what stops are for. https://twitter.com/i/web/status/2019058626497855876 https://twitter.com/i/web/status/2019058626497855876"
X Link 2026-02-04T14:41Z 61.3K followers, [----] engagements
"has failed for the last [--] years on any good news and it is a solar - which has done nothing either. But with Elon visiting $JKS and $NXT trading near highs it could work. Let's see"
X Link 2026-02-04T14:48Z 61.3K followers, [----] engagements
"Google $GOOGL is just a money printing machine. They just surpassed $400B annual revenues which is $80B free cash flow every year using their recent 20% FCF margins. One of the best research labs built on top of a money printing machine. But whats even crazier is Sergey + Larry combined networth is about 50% of Elons 😂 https://twitter.com/i/web/status/2019167566636413026 https://twitter.com/i/web/status/2019167566636413026"
X Link 2026-02-04T21:53Z 61.3K followers, [----] engagements
"You don't see this in a health momentum market My @Deepvue down on volume scan"
X Link 2026-02-04T22:19Z 61.3K followers, [----] engagements
"$GEV relative strength for now"
X Link 2026-02-05T15:46Z 61.3K followers, [----] engagements
"I smell capitulation happening. 50% off highs largest daily candle and spread and $IBIT highest volume ever. Bitcoin (high to low) 2017: 84% 2021: 77% Current: 50% 75% - 30k a Bitcoin 84% - 20k a Bitcoin Anything is possible. Bitcoin (high to low) 2017: 84% 2021: 77% Current: 50% 75% - 30k a Bitcoin 84% - 20k a Bitcoin Anything is possible"
X Link 2026-02-05T20:50Z 61.2K followers, 30.9K engagements
"If youve studied manias and panics and/or lived through many of them then you are able to think rationally and stay calm while assets are going parabolic or crashing. There is nothing new in the markets as Jesse Livermore said. The tickers are the different people are different and times are different but human nature and supply and demand stays the same. This has been a crazy market seeing gold and silver pull a [--] year type event to the upside and now crypto is crashing"
X Link 2026-02-05T20:57Z 61.2K followers, [----] engagements
"Yesterday was highest volume in well over a year on Bitcoin (using Coinbase volume) and highest volume ever on the $IBIT on some forceful selling. We also hit the -50% off highs. Potential capitulation bottom. We could undercut but from studying these panics we are close"
X Link 2026-02-06T12:30Z 61.2K followers, 11.3K engagements
"Yep and there it likely is for Bitcoin $IBIT. Epstein this Satoshi that the worst news and sentiment usually always happens at the lows and during crashes. I smell capitulation happening. 50% off highs largest daily candle and spread and $IBIT highest volume ever. I smell capitulation happening. 50% off highs largest daily candle and spread and $IBIT highest volume ever"
X Link 2026-02-06T18:08Z 61.2K followers, [----] engagements
"@FranVezz Natural gas is the most effective and cheapest way to power data centers and residential homes. $Gev created the turbines to use gas"
X Link 2026-02-07T22:31Z 61.3K followers, [----] engagements
"Cyclicals are the dominant themes right now with the big bases. Construction names like $CAT $DE $STRL Materials $AA $CENX Airlines $JETS $LUV $DAL $UAL Energy $XOM $CVX Cyclicals in the right rate environment and part of the economic cycle can make great moves. I still prefer secular moves usually based on technological revolutions that change the way we live work and play. You could make the case that many names above are part of the AI revolution as our U.S. infrastructure is lagging and needs an update. https://twitter.com/i/web/status/2020895360458322403"
X Link 2026-02-09T16:19Z 61.2K followers, 14.5K engagements
"@becomethetape @aleabitoreddit I saw this it is very interesting. $DNA is one of the best companies in synthetic biology. I just had been a crap trader"
X Link 2026-02-09T16:31Z 61.2K followers, [----] engagements
"The best learning comes from full immersion and tinkering"
X Link 2026-02-09T19:58Z 61.3K followers, [----] engagements
"Daily AI stack: [--]. Most reliable facts and citations - @perplexity_ai especially for finance with SEC filing integration. Remember their niche is search [--]. Daily driver - Gemini with personalized intelligence. Knows my Google Calendar Gmail drive YouTube and Google search history. So good - it really knows me well [--]. Coding or for confirmation - Claude and ChatGPT (Claude Code and Codex) [--]. Grok - for the most breaking news since it has X integration https://twitter.com/i/web/status/2020993429853839496 https://twitter.com/i/web/status/2020993429853839496"
X Link 2026-02-09T22:49Z 61.3K followers, [----] engagements
"Focus list: $ENPH - double beat and raise solar energy storage AI initiatives $FTAI - jet engines - power turbines. $INTC - US investment and industrialization potential own chip fab neglected for years"
X Link 2026-02-10T13:42Z 61.3K followers, 14K engagements
"The bigger the why the greater likelihood you will figure out the how. This is Elon Musk's most inspiring speech of all times Life can't just be about solving one miserable problem after another that can't be the only thing they need to be things that inspire you and that make you glad to wake up in the morning and be part of humanity https://t.co/Wql0F0xQmO This is Elon Musk's most inspiring speech of all times Life can't just be about solving one miserable problem after another that can't be the only thing they need to be things that inspire you and that make you glad to wake up in the"
X Link 2026-02-10T15:55Z 61.2K followers, [----] engagements
"@unusual_whales Raise aggressively IPO Q4 [----] use that as exit liquidity and leave retail Holding the bag"
X Link 2026-02-10T17:42Z 61.2K followers, [----] engagements
".@Citrini7 note from awhile ago. Now lets see how the future unfolds. Something that has been a relative comfort in being able to stay long despite calls for an AI Bubble so far has been the fact that most of the capex has come from cash / cash flow. You dont have a bubble really until the majority of the expansion is done on debt. We have yet to see significant financing but that absolutely should be something to watch. On one hand that leaves another leg of the trade - leveraging up still results in more money being spent. On the other it sets the stage for consequences of not realizing ROI"
X Link 2026-02-10T18:18Z 61.2K followers, [----] engagements
"Phenomenal explanation of one of my favorite setups too. These are where the next big moves come from. Identify the setup dig into the company and industry and create a story/narrative for yourself. Make sure price action always backs up the narrative. My Favorite Weekly Chart Setup: The "Character Change" This is my go-to setup for getting into new uptrends early and its something I use only on weekly charts. The CC (character change) is all about patience and waiting for clear evidence that the trend has shifted. âš If https://t.co/xY1TSCq7YH My Favorite Weekly Chart Setup: The "Character"
X Link 2026-02-10T18:37Z 61.3K followers, 23.3K engagements
"@MoMoMacro @MoMoMacrollc @MoMoMacro1 Aluminum as well is cheaper too $CENX $AA"
X Link 2026-02-10T19:57Z 61.3K followers, [---] engagements
"Passive investing will cause serious damage to retirees if there is a reversion to the mean. Stock picking will be even more essential to catch the inevitable rotation. Wow. The top [--] stocks make up 39.8% of the S&P [---] index due to market capitalization-based weighting. Meanwhile the 11th-50th largest stocks in the S&P [---] make up just 22.5% of the index near all-time lows. These are both historic extremes that resemble the 1960s Nifty https://t.co/keumhLPUJj Wow. The top [--] stocks make up 39.8% of the S&P [---] index due to market capitalization-based weighting. Meanwhile the 11th-50th"
X Link 2026-02-10T22:17Z 61.3K followers, 12.1K engagements
"@TheShortBear Owning a personal brand and therefore distribution becomes more and more important as well"
X Link 2026-02-10T22:20Z 61.2K followers, [----] engagements
"The trading journey is the ultimate path of self-discovery and self-improvement"
X Link 2026-02-11T00:16Z 61.3K followers, [----] engagements
"Stan Druckenmiller Paul Tudor Jones and Steve Cohen uses technical analysis too Nice to see one of the most reowned fund managers in history basically just use technical analysis like a true retard trader Love it actually Nice to see one of the most reowned fund managers in history basically just use technical analysis like a true retard trader Love it actually"
X Link 2026-02-11T13:32Z 61.3K followers, 37.1K engagements
"$TSLA weekly and monthly are still one of my favorite charts in this market. All it was so far was another higher low off the 40-week MA and quickly reclaiming the 30-week MA last week. We are now following through. On a monthly basis we've just seen an Undercut and reclaim of the 10-month MA. [---] key breakout level. https://twitter.com/i/web/status/2021584741590282639 https://twitter.com/i/web/status/2021584741590282639"
X Link 2026-02-11T13:58Z 61.3K followers, [----] engagements
"@trader_05 😂 everyone's given up on it. I'm stalking it closely"
X Link 2026-02-11T14:06Z 61.3K followers, [---] engagements
"Strong jobs are usually positive but they're being treated negatively. This is in line with the FED's comments holding rates on the heels of a stabilizing labor market and sticky inflation. Today's report supports that. Expectation of fewer rate cuts - multiples compress - stocks fall"
X Link 2026-02-11T15:29Z 61.3K followers, [----] engagements
"Trump to use funding contracts to sustain coal-fired plants $BTU building a cup with high handle"
X Link 2026-02-11T15:36Z 61.3K followers, [----] engagements
"A temporary moat to the massive disruption of AI is being likeable trust worthy and have high integrity. One of the last areas of disruption in my opinion are industries that depend on trust and relationships that are also heavily regulated. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T17:00Z 61.3K followers, [----] engagements
"$LUV NEWS: Southwest Airlines has just announced that it will install @Starlink across its entire fleet. The first Starlink-equipped aircraft will enter service this summer and it will be available on more than [---] aircraft by the end of [----]. Starlink Wi-Fi will be free for all https://t.co/KQYdaD2gLl NEWS: Southwest Airlines has just announced that it will install @Starlink across its entire fleet. The first Starlink-equipped aircraft will enter service this summer and it will be available on more than [---] aircraft by the end of [----]. Starlink Wi-Fi will be free for all"
X Link 2026-02-11T23:30Z 61.3K followers, [----] engagements
"IBD IPO leaders $PTRN $GLXY $KRMN $BTSG"
X Link 2025-10-27T14:18Z 61.3K followers, [----] engagements
"Talking about space and AI sattelites $PL double beat and raise gapping out of this base after retesting previous IPO highs. Planet Labs reports Q3 adjusted EPS 0c consensus (4c) Reports Q3 revenue $81M consensus $72.02M Planet Labs raises FY26 revenue view to $297M-$301M consensus $283.99M --- "We delivered a strong third quarter marked by continued momentum in the business accelerated revenue growth and excellent progress on our profitability goals. We're seeing strong traction with our AI-enabled global monitoring solutions demonstrated by our recent award under the NGA's Luno B program"
X Link 2025-12-11T13:48Z 61.3K followers, 14.6K engagements
"After reviewing all my [----] trades all [--] principles I listed in my pinned post below still stand true. Additionally I want to add/re-iterate a few notable principles: [--]. The Playbook of setups that lead to my biggest and easiest winners a. Breakout from multi-month based like $MSTR $BTC $NVDA $SMCI $FNGU $CART b. high-tight flags like $QUBT $TSLA / $TSLL $DXYZ $RKLB c. EPs like $SMCI $RDDT d. they were all clean and simple setups - no need to rationalize a setup [--]. Nearly all my biggest winners were part of a theme/group move and/or initiated by a catalyst (had an EP somewhere within the"
X Link 2025-01-12T17:32Z 61.3K followers, 97.4K engagements
"Stanley Druckenmiller @standuquesne on contrarian trading and investing being overrated. Contrarian investing is way overrated. It is intellectual cool to not be with the crowd but the crowd makes money 80% of the time. They kill themselves at the turns and losing as much as they would make 80% of the time. But I have found contrarian thinking just to be contrarian can be a death trap in particular with bonds and currencies because economic fundamentals is what they are. It can be a rough ride of it is crowded"
X Link 2025-10-19T15:32Z 61.3K followers, 279.7K engagements
"Here is a YouTube playlist I created of [--] long-form Stanley Druckenmiller interviews Ive found. Ive seen most of them and am working through them again. There is never enough listening to Stan and his wisdom. https://youtube.com/playlistlist=PLE9IXNXDFTKbMd_OST6nfz2Dt6VYvVoh4&si=g9vQZzJHNKpgkHwk https://youtube.com/playlistlist=PLE9IXNXDFTKbMd_OST6nfz2Dt6VYvVoh4&si=g9vQZzJHNKpgkHwk"
X Link 2025-10-19T16:23Z 61.3K followers, 450.7K engagements
"Full episode with @Wordsofrizdom - my first ever in-podcast recorded back in November here in NYC. https://linktw.in/TedZhang https://linktw.in/TedZhang"
X Link 2026-01-09T12:51Z 61.3K followers, 570K engagements
"Poor action in the S&P500 and NASDAQ. S&P500 - [--] bar break and slicing the 10/20/50MAs. NASDAQ100 - slicing the 10/20/50/100-MAs. All in one day"
X Link 2026-02-03T19:04Z 61.3K followers, 11.4K engagements
"Software $IGV and private credit $OWL $CG $KKR $ARES dumping. $SPX holding up for now"
X Link 2026-02-03T20:01Z 61.3K followers, [----] engagements
"The power of compound interest - where the majority of the returns happen near the end. It took @elonmusk [--] years to achieve a networth of $24B. Then in [--] years that 35xed to $840B. It didn't happen overnight either. It took decades of sweat and pain. Elon Musk's net worth: 2020: $24 billion 2026: $840 billion https://t.co/Yar0IlRqYN Elon Musk's net worth: 2020: $24 billion 2026: $840 billion https://t.co/Yar0IlRqYN"
X Link 2026-02-04T19:23Z 61.3K followers, [----] engagements
"We are in the middle of earnings season. As traders we primarily want to know the main points of a report. Another @perplexity_ai prompt I use in the spaces tab for quick earnings review. ---------------------------------- You are a hedge fund analyst. You're reviewing earnings. Create a report based on the recent earnings when I give you a ticker. Output should have all this: Company: Ticker: Quarter: Report Date: [--]. Key Actuals vs. Estimates: - Revenue: Actual $X Est. $Y - Beat/Miss/Inline - EPS: Actual $X Est. $Y - Beat/Miss/Inline - Key KPIs: . [--]. Guidance vs. Estimates: - New Guidance:"
X Link 2026-02-09T14:23Z 61.3K followers, 17K engagements
".@perplexity_ai prompt for pre-earnings prep. You are a Hedge Fund Analyst. Anytime I mention a company prepare a: Earnings Preview Checklist [--]. Pull and Summarize Current Quarter Estimates Identify and gather consensus analyst estimates for key company-specific metrics for the upcoming quarter. Note any recent estimate revisions upgrades/downgrades or outlier analyst calls. Record the companys own guidance (if given)is it above below or in line with consensus [--]. Review Latest Company Guidance Is guidance for the current/future quarters recently upgraded maintained or walked down Compare"
X Link 2026-02-09T15:26Z 61.3K followers, 42.6K engagements
"One of the most attractive charts for me is the $TSLA monthly. Perfect undercut and reclaim of the 10-month SMA and [----] highs. This has the look of creating the foundation for the next big move"
X Link 2026-02-09T20:17Z 61.3K followers, [----] engagements
"Spot Uranium monthly. 20-year base"
X Link 2026-02-10T15:21Z 61.3K followers, 14.7K engagements
"The majority of growth stocks and momentum stocks we trade are in the NASDAQ composite. They aren't in the $MDY $IWM which are in steady uptrends. That is why there is chop. $QQQ is below the 10/20/50MAs"
X Link 2026-02-12T15:27Z 61.3K followers, [----] engagements
"A great exercise for yourself to do is ask yourself: "How can I fail miserably at trading" Answer that. It gives great clarity. Invert. Invert. Invert Charlie Munger"
X Link 2026-02-12T15:31Z 61.3K followers, [----] engagements
"Anthropic nears completion of deal to raise $20B in new round Bloomberg says"
X Link 2026-02-12T15:36Z 61.3K followers, [----] engagements
"$FSLY has special ingredients trading 20x relative volume on a double-beat and raise. Fastly reports Q4 adjusted EPS 12c consensus Fastly sees FY26 adjusted EPS 23c-29c consensus 13c Fastly sees Q1 adjusted EPS 7c-10c consensus 1c"
X Link 2026-02-12T16:42Z 61.3K followers, 38.2K engagements
"Often I want to pain a narrative or story for the tape but sometimes there is none. In that case I defer to the price/volume action first. The reason for what a certain stock does today may not be known for two or three days or weeks or months. But what the dickens does that matter Your business with the tape is now not tomorrow The reason can wait. But you must act instantly or be left. Jesse Livermore https://twitter.com/i/web/status/2021989651909640530 https://twitter.com/i/web/status/2021989651909640530"
X Link 2026-02-12T16:47Z 61.3K followers, [----] engagements
"Something groundbreaking that most missed. This was included in GPT-5.3-Codex technical release statement: "GPT-5.3-Codex is our first model that was instrumental in creating itself. The Codex team used early versions to debug its own training manage its own deployment and diagnose test results and evaluations." xAI Co-founder @jimmybajimmyba included in his resignation letter that Recursive self improvement loops likely go live in the next [--] months." Just massive stuff. The next generation of AI is being created by the current generation of AI."
X Link 2026-02-12T16:52Z 61.3K followers, [----] engagements
"With Claude Code and Codex releasing the power to everyone to create websites and apps these cloud platforms will likely do very well. $FSLY $DOCN $FSLY has special ingredients trading 20x relative volume on a double-beat and raise. Fastly reports Q4 adjusted EPS 12c consensus Fastly sees FY26 adjusted EPS 23c-29c consensus 13c Fastly sees Q1 adjusted EPS 7c-10c consensus 1c https://t.co/5Fq4aqotjG $FSLY has special ingredients trading 20x relative volume on a double-beat and raise. Fastly reports Q4 adjusted EPS 12c consensus Fastly sees FY26 adjusted EPS 23c-29c consensus 13c Fastly sees Q1"
X Link 2026-02-12T16:58Z 61.3K followers, [----] engagements
"Often I want to paint a narrative or story for the tape but sometimes there is none. In that case I defer to the price/volume action first. The reason for what a certain stock does today may not be known for two or three days or weeks or months. But what the dickens does that matter Your business with the tape is now not tomorrow The reason can wait. But you must act instantly or be left. Jesse Livermore"
X Link 2026-02-12T16:58Z 61.3K followers, [----] engagements
"People forget about risk during uptrends and are reminded of it during chop and corrections"
X Link 2026-02-12T17:06Z 61.3K followers, [----] engagements
"I haven't experienced perfect day [--] EP action like this in awhile. Triggers [--] min ORB and [--] min ORB and never turns around Surfs VWAP and 5min/20-ema all day 23x relative volume and highest up volume ever in half a day Tracking for highest volume ever Of course it can always fail. But you can structure an asymmetric bet on a fantastic double beat and raise catalyst. $FSLY has special ingredients trading 20x relative volume on a double-beat and raise. Fastly reports Q4 adjusted EPS 12c consensus Fastly sees FY26 adjusted EPS 23c-29c consensus 13c Fastly sees Q1 adjusted EPS 7c-10c consensus 1c"
X Link 2026-02-12T17:23Z 61.3K followers, 17.3K engagements
"So this month weve seen the release of: Opus [---] GPT-5.3-Codex Gemini 3-Deep Think. Self-recursive loop will only accelerate progress and new model releases. this is absolutely insane just look at the progress from gemini [--] deepthink we're starting to see the types of leaps we associated with huge pre trains on a [--] year timeline every month. if you can't see what's happening and what's coming this year there's very little i can https://t.co/nLDI8tWUyi this is absolutely insane just look at the progress from gemini [--] deepthink we're starting to see the types of leaps we associated with huge"
X Link 2026-02-12T18:05Z 61.3K followers, [----] engagements
"Stocks that look high tend to go higher and stocks that look low tend to go lower. Dont be surprised if we see -60-75% corrections in names like $PLTR $HOOD $APP that have ran 1000%+ over the last [---] years"
X Link 2026-02-12T18:30Z 61.3K followers, 16.4K engagements
"The best indicator of whether your trade is likely to work is if it works right from the start. In technical terms the best trade has a maximum adverse excursion of near zero"
X Link 2026-02-13T14:55Z 61.3K followers, [----] engagements
"$FSLY was highest volume ever yesterday by 2x INSANE VOLUME. Up another 13% today making higher highs. I haven't see a monster like this in quite some time.' Just hard to get size on in this current market. $FSLY has special ingredients trading 20x relative volume on a double-beat and raise. Fastly reports Q4 adjusted EPS 12c consensus Fastly sees FY26 adjusted EPS 23c-29c consensus 13c Fastly sees Q1 adjusted EPS 7c-10c consensus 1c https://t.co/5Fq4aqotjG $FSLY has special ingredients trading 20x relative volume on a double-beat and raise. Fastly reports Q4 adjusted EPS 12c consensus Fastly"
X Link 2026-02-13T16:21Z 61.3K followers, [----] engagements
"$BE up 10%+ pre-market on: $AEP subsidiary signs $2.65B deal to build a massive fuel cell facility near Cheyenne WY backed by a 20-year offtake agreement with a high-grade customer. The move likely benefits partner Bloom Energy (BE) which saw shares rise 3% on expectations of supplying the solid oxide fuel cells. https://twitter.com/i/web/status/2009262606058475553 https://twitter.com/i/web/status/2009262606058475553"
X Link 2026-01-08T13:55Z 61.3K followers, [----] engagements
"My favorite @perplexity_ai prompt Ive made for traders. Feel free to copy and use. Please analyze TICKER for me and provide the following concise and clearly organized: [--]. Explain what the company does in like I'm [--] years old - three short bullet points about what it does and any helpful relatable examples and analogies. [--]. Professional summary (max [--] sentences) - industry main products/services primary competitors (list tickers) notable metrics or achievements competitive advantage/moat why they are unique and if they are a biotech provide if they have a commercial product or in"
X Link 2026-02-08T14:19Z 61.3K followers, 349.7K engagements
"Many people I highly respect told me this is REQUIRED READING. After reading it it is REQUIRED READING. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T16:54Z 61.3K followers, 58.2K engagements
"$FTAI absolutely perfect setup. The problem Weak market backdrop so the probabilities of it working are lower Solution Pass or size mcuh much smaller and have low expectations. High expectations lead to disappointment"
X Link 2026-02-13T14:37Z 61.3K followers, [----] engagements
"$MAGS the Magnificent [--] ETF is looking to close below the 40-week moving average for the first time since the tariff crash low"
X Link 2026-02-13T20:48Z 61.3K followers, [----] engagements
"Bond traders and investors so far like what they see from CPI and jobs numbers this week as bonds catch a bid and yields fall. It could also be a sign of the bond market pricing in a slowdown too"
X Link 2026-02-13T20:58Z 61.3K followers, [----] engagements
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