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# ![@_Investinq Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1546642971126276097.png) @_Investinq StockMarket.News

The US economy is experiencing concentrated growth, driven largely by the tech sector, with the "magnificent seven" tech stocks (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla) now making up XX% of the S&P 500's total market value. The economy's reliance on tech spending has raised concerns about its sustainability, with some analysts warning that without this sector, GDP growth would be near recession levels. Meanwhile, the US housing market is in a correction, and household debt and delinquencies are rising.

### Engagements: XXXXXX [#](/creator/twitter::1546642971126276097/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546642971126276097/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXXX -XX%
- X Months XXXXXXXXXX +1,434%
- X Year XXXXXXXXXX +91,916%

### Mentions: XX [#](/creator/twitter::1546642971126276097/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546642971126276097/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +197%
- X Year XXXXX +1,273%

### Followers: XXXXXX [#](/creator/twitter::1546642971126276097/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546642971126276097/c:line/m:followers.svg)

- X Week XXXXXX +0.92%
- X Month XXXXXX +11%
- X Months XXXXXX +485%
- X Year XXXXXX +108,532%

### CreatorRank: XXXXXXX [#](/creator/twitter::1546642971126276097/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546642971126276097/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [celebrities](/list/celebrities)  [products](/list/products)  [currencies](/list/currencies) 

**Social topic influence**
[ai](/topic/ai), [money](/topic/money) #4265, [the first](/topic/the-first), [japan](/topic/japan), [open ai](/topic/open-ai) #1782, [credit default swaps](/topic/credit-default-swaps) #10, [inflation](/topic/inflation) #927, [bank](/topic/bank), [bank of](/topic/bank-of) #357, [bullish](/topic/bullish)

**Top accounts mentioned or mentioned by**
[@kobeissiletter](/creator/undefined) [@grok](/creator/undefined) [@spencerhakimian](/creator/undefined) [@investinq](/creator/undefined) [@zerohedge](/creator/undefined) [@coooooooopppppp](/creator/undefined) [@golomb9696](/creator/undefined) [@unusualwhales](/creator/undefined) [@elonmusk](/creator/undefined) [@amitisinvesting](/creator/undefined) [@motherearth2024](/creator/undefined) [@acyn](/creator/undefined) [@chamath](/creator/undefined) [@financelancelot](/creator/undefined) [@leadlagreport](/creator/undefined) [@askperplexity](/creator/undefined) [@k20c5r0mo](/creator/undefined) [@stockmktnewz](/creator/undefined) [@deitaone](/creator/undefined) [@zachzim94](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Oracle Corporation (ORCL)](/topic/$orcl) [Salesforce Inc (CRM)](/topic/salesforce) [Strategy (MSTR)](/topic/$mstr) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Dell Technologies, Inc. (DELL)](/topic/dell) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [SPDR GOLD ETF (GLD)](/topic/$gld) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [USDC (USDC)](/topic/usdc) [Klarna Group (KLAR)](/topic/klarna) [Netflix Inc (NFLX)](/topic/$nflx) [Palantir (PLTR)](/topic/$pltr) [Oklo Inc. (OKLO)](/topic/$oklo) [Cameco Corporation (CCJ)](/topic/$ccj) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Constellation Energy Corp (CEG)](/topic/$ceg) [NuScale Power Corporation (SMR)](/topic/$smr) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [First Solar, Inc. (FSLR)](/topic/$fslr) [GE Vernova Inc. (GEV)](/topic/$gev) [IBM (IBM)](/topic/ibm)
### Top Social Posts
Top posts by engagements in the last XX hours

"Back in September Oracle and OpenAI announced a massive $XXX billion cloud computing deal that sent Oracle's stock soaring. Two months later the market is telling a different story. Oracle's stock has crashed wiping out roughly $XXX billion in market value more value destroyed than the entire deal was supposed to be worth. The real warning sign is in the credit default swaps chart. These are insurance policies against corporate bankruptcy and Oracle's costs have more than doubled to two year highs. When this bankruptcy insurance gets expensive it means Wall Street thinks there's real risk"  
[X Link](https://x.com/_Investinq/status/1990914883504709963)  2025-11-18T22:47Z 60.8K followers, 76.1K engagements


"We're seeing a clear and data backed cooling in the US job market. Monthly layoff announcements have jumped sharply around 153000 cuts announced in October up about XXX% from a year earlier. Formal layoff signals are rising and overall job growth has slowed to roughly 76000 per month in 2025 less than half of 2024's pace while unemployment climbed to about XXX% the highest in nearly four years. In other words hiring is slowing layoffs are picking up. We're moving into what the Fed calls a low hire low fire environment and that's actually the key thing to understand. Not all companies aren't"  
[X Link](https://x.com/_Investinq/status/1994401806701490266)  2025-11-28T13:43Z 60.8K followers, 20K engagements


"Americans just hit a record $XXXX billion in online Black Friday sales up XXX% from last year with Salesforce reporting $XX billion in total spending across all channels. Sounds bullish until you realize whos actually buying. The top XX% of earners are now responsible for nearly half of all consumer spending the highest share ever while the bottom XX% are basically treading water financially. That stock market sitting near all time highs is creating a wealth effect where rich people feel richer and spend more even if their actual income hasnt budged much. Baby boomers with substantial real"  
[X Link](https://x.com/_Investinq/status/1994898414224482656)  2025-11-29T22:37Z 60.8K followers, 325.9K engagements


"MicroStrategy has become a bizarre arbitrage situation where the company's stock price has completely detached from the value of its actual Bitcoin holdings. The core issue is simple Michael Saylor's company is trading at $XX billion in market cap but they're sitting on 650000 Bitcoin worth $XX billion. That means the market is assigning negative $XX billion of value to MicroStrategy's actual business basically saying their software products operationsand management aren't worth anything even before you factor in debt. This sounds insane because it is insane. The stock has gotten absolutely"  
[X Link](https://x.com/_Investinq/status/1995585684422492409)  2025-12-01T20:07Z 60.8K followers, 75.3K engagements


"Charles Schwab's CEO just mentioned that tons of clients are asking how to protect their wealth after the stock market has gone up. This is a pretty telling sign about where things stand right now in the market and what investors are really thinking about. After markets do really well for a while investors naturally start getting nervous. When you've already made a bunch of money you start worrying about what could go wrong. People are asking themselves: "Is this market overheated Are we in a bubble What if everything crashes tomorrow and I lose all my gains" This fear is real because it's"  
[X Link](https://x.com/_Investinq/status/1996648439418179593)  2025-12-04T18:30Z 60.8K followers, 28.7K engagements


"This is what the inside of a modern AI data center looks like. Every section in this image represents an entire industry. Companies like Schneider Electric Vertiv Eaton and ABB handle power. Cisco and Arista build the networks. Dell and HP produce the servers that keep it running. What really powers this isnt just code or chips. Its copper. Miles of copper wiring connect every rack generator and cooling system carrying electricity around the clock. A single large data center can use tens of thousands of miles of copper and hundreds more are being built each year. Every generator switchgear"  
[X Link](https://x.com/_Investinq/status/1976363283478106196)  2025-10-09T19:05Z 60.8K followers, 80.7K engagements


"This chart tells a story no one saw coming: gold has outperformed the S&P XXX over the last two decades. Since 2004 when the SPDR Gold Shares ETF (GLD) launched gold has climbed nearly XXX% while the S&P XXX has gained about 450%. That means gold hasnt just held its own its left stocks behind and its done so during one of the strongest and longest bull markets in history. That breaks every rule investors have been taught. Gold isnt meant to rally alongside stocks. Its usually the safe haven when markets fall not when theyre strong.Yet both assets are climbing. Gold is up more than XX% this"  
[X Link](https://x.com/_Investinq/status/1979049190115143977)  2025-10-17T04:57Z 60.8K followers, 25.9K engagements


"On the bright side Starbucks is already rolling out the Siren System a full redesign of how drinks are made. It streamlines every step baristas can press buttons for milk ice and syrups instead of running back and forth. The system speeds up production and cuts down on errors"  
[X Link](https://x.com/_Investinq/status/1984748059104825448)  2025-11-01T22:23Z 60.8K followers, 3.5M engagements


"OpenAI is on track to have massive revenue this decade but the cloud bill is even bigger so the business never actually cash flows positive and needs hundreds of billions in outside funding to keep growing. HSBC models OpenAIs sales ramping toward $200B plus by 2030 as ChatGPT and AI tools reach billions of people but in the same window they think OpenAI spends roughly $800B on compute mostly renting GPUs and data center capacity from Microsoft Oracle and Amazon. The mismatch means OpenAI stays cash negative all decade and has a roughly $207B funding hole that needs to be plugged with equity"  
[X Link](https://x.com/_Investinq/status/1993937786705989889)  2025-11-27T06:59Z 60.8K followers, 20.9K engagements


"Everyone thinks Circle is just a stablecoin company. They see USDC they see crypto rails they see volatility and they immediately bucket it as another speculative fintech riding the macro wave. That view is outdated. Circle is becoming one of the most important pieces of financial infrastructure in the world and the market still hasnt caught up to whats actually happening under the hood. Here is full FREE analysis:"  
[X Link](https://x.com/_Investinq/status/1994448761116913778)  2025-11-28T16:50Z 60.8K followers, 29.7K engagements


"Also this report was done using the help of @fiscal_ai to gather all the financial reports. Theyre running a big Black Friday sale XX% off all plans. Check it out here:"  
[X Link](https://x.com/_Investinq/status/1994459908519886897)  2025-11-28T17:34Z 60.8K followers, 2682 engagements


"Mark Zuckerberg on overspending: "The very worst case would be that we effectively have just pre built for a couple of years in which case of course there would be some loss and depreciation but we'd grow into that and use it over time." And thats basically Metas entire AI capex strategy in one sentence. Do you agree with Zuckerberg"  
[X Link](https://x.com/_Investinq/status/1994981168450507109)  2025-11-30T04:05Z 60.8K followers, 20.2K engagements


"Silver prices have just hit a historic milestone of $XX per ounce meaning the metal has officially doubled in value since the start of 2025. To put this in perspective while S&P XXX has had a decent year silver has grown more than six times faster making it one of the best performing assets in the world right now. This is happening because silver is currently in a perfect storm where massive demand from industries is colliding with a shortage of supply. For the first time in history the world is using significantly more silver than miners can dig out of the ground creating a deficit that is"  
[X Link](https://x.com/_Investinq/status/1995494283428663650)  2025-12-01T14:04Z 60.8K followers, 20.3K engagements


"Klarna reported a XX% surge in U.S sales leading up to Black Friday driven by shoppers buying big ticket items like Apple AirPods X PS5s and Birkenstocks. While millions of consumers wanted these premium goods most chose to finance them rather than paying cash upfront. This massive shift confirms that Buy Now Pay Later has become a mainstream habit allowing people to lock in luxury items while spreading out the cost to manage their cash flow. This trend is a textbook example of the K shaped economy. In this split reality wealthier shoppers are doing just fine comfortably buying expensive tech"  
[X Link](https://x.com/_Investinq/status/1995536141705994659)  2025-12-01T16:51Z 60.8K followers, 48.1K engagements


"TLT short interest shows a textbook mismatch between what traders are betting on and what the actual market is doing. Short interest in TLT (a 20+ year Treasury bond ETF) has hit an all-time high while the ETF price itself has been declining from recent peaks. Basically a massive number of traders have borrowed TLT shares and sold them short betting the price will keep falling. TLT prices move inverse to interest rates when rates fall bonds rally hard. Right now the labor market is weakening faster than expected and the market is pricing in a significant probability of a Fed rate cut at the"  
[X Link](https://x.com/_Investinq/status/1996374058011701725)  2025-12-04T00:20Z 60.8K followers, 16.8K engagements


"Netflix is acquiring Warner Bros. Discovery's streaming and studio operations for approximately $XXXX billion beating out competitors like Paramount Skydance and Comcast. Netflix gets the Warner Bros. studios HBO Max HBO and iconic IP like Game of Thrones Harry Potter and The Sopranos. The deal closes around Q3 2026 after Discovery's cable networks spin off. Why is Netflix doing this The streaming market got crowded and brutal. By acquiring Warner Bros. and absorbing HBO Max's XXX million users Netflix eliminates a direct competitor while gaining one of entertainment's most valuable content"  
[X Link](https://x.com/_Investinq/status/1996936746555019720)  2025-12-05T13:36Z 60.8K followers, 17K engagements


"Trump signaling a very aggressive all in on growth economic team. Bessent already runs Treasury and is very hawkish on trade and bullish on the US economy. So adding the top economic adviser role would centralize tax spending and trade decisions around someone who likes tariffs is comfortable with bigger fiscal moves and is not especially scared of inflation. Pair that with Hassett likely running the Fed and you get a central bank that is friendlier to cutting rates sooner and keeping policy loose if growth wobbles For the real economy that combo points to more stimulus and tougher trade"  
[X Link](https://x.com/_Investinq/status/1996778585714028892)  2025-12-05T03:08Z 60.8K followers, 19.1K engagements


"Fed has finished a big multi year cleanup of its balance sheet after the huge money printing during Covid but it stopped shrinking things while the balance sheet is still very large by historical standards. The balance sheet is now around XXX trillion dollars which is down a lot from the peak but still far above the roughly X trillion area before the pandemic. The Fed did this by letting the bonds it owns mature without fully replacing them which slowly pulled money out of the financial system and reversed a bit more than half of the emergency support it added in 20202021. In beginner terms"  
[X Link](https://x.com/_Investinq/status/1997783388187758833)  2025-12-07T21:40Z 60.8K followers, 34.6K engagements


"America is in the middle of a massive construction shift. Over $XX billion worth of data centers are being built right now up XXX% since 2022. For the first time ever data centers being built will outnumber office buildings. (a thread)"  
[X Link](https://x.com/_Investinq/status/1976294734428598770)  2025-10-09T14:32Z 60.8K followers, 585.1K engagements


"Heres a list of companies building the backbone of AI. These are the players powering cooling and securing the worlds data centers the infrastructure behind every model chip and query. The ones selling the shovels in the biggest digital gold rush of our lifetime"  
[X Link](https://x.com/_Investinq/status/1976305012767850830)  2025-10-09T15:13Z 60.8K followers, 396.6K engagements


"Michael Burry just deregistered Scion Asset Management officially killing the fund. His October XX letter was brutally honest: "My estimation of value in securities is not now and has not been for some time in sync with the markets." Translation: he's been wrong or early and he's tired of bleeding performance while waiting for vindication. Here's the thing this isn't new. Burry shut down Scion Capital the exact same way in 2008. He crushed the housing bet made $XXX million personally got vindicated and then immediately liquidated because he was exhausted. The investor revolt the FBI"  
[X Link](https://x.com/_Investinq/status/1988847716613365845)  2025-11-13T05:53Z 60.8K followers, 1.2M engagements


"The Japanese yen is falling it's at around $XXX per dollar the weakest level since mid January (save this). There's a massive interest rate gap between the US and Japan. The Fed is holding rates around 3.75%-4.00% while Japan's rates are basically zero at 0.5%. This creates an insane opportunity for traders. They borrow yen at nearly X% convert it to dollars and stick those dollars in US Treasury bonds earning around 3.75%+.That's free money so everyone piles into the trade. The more they sell yen to buy dollars the weaker the yen gets The Bank of Japan could raise rates to make yen borrowing"  
[X Link](https://x.com/_Investinq/status/1991231883678740529)  2025-11-19T19:47Z 60.8K followers, 444.8K engagements


"Oraclehas lost roughly $XXX billion in market value since signing the OpenAI deal. Their credit default swaps hit XXX basis points the highest in X years. That's 70+ bps wider than the investment-grade average. Which leaves the uncomfortable question hanging: is this pace of AI investment even sustainable"  
[X Link](https://x.com/_Investinq/status/1991889145837322484)  2025-11-21T15:19Z 60.8K followers, 17.2K engagements


"U.S. is building a ridiculous amount of new data centers to feed AI and the limiting factor is quickly becoming electricity not chips. That XX gigawatts number is the total power capacity from data centers that are already running getting built or officially planned for 2025 and it has 8xd since 2022. Roughly XX gigawatts of that is just planned which means the power demand hasnt fully hit the grid yet but is locked in on paper. these things are turning into small cities worth of load and theyre coming fast. The implication is pretty simple AI is now an energy story. Power demand from data"  
[X Link](https://x.com/_Investinq/status/1994644551261180288)  2025-11-29T05:48Z 60.8K followers, 112.7K engagements


"Save this to understand the electricity chain. $CCJ / $BWXT supply the uranium and specialized fuel that nuclear reactors run on. $CEG / $SMR / $OKLO turn that fuel into steady 24/7 nuclear electricity from big plants to modular and microreactors. $FSLR / $NNE / $TLN build and own huge solar and renewable farms that layer in cheap clean power. $GEV makes the turbines generators and grid hardware that move electricity from plants onto the highvoltage network. $VST runs flexible gas nuclear and storage assets that ramp up and down to balance the grid. $EOSE / $TSLA gridscale batteries that soak"  
[X Link](https://x.com/_Investinq/status/1994795602878586987)  2025-11-29T15:48Z 60.8K followers, 41.2K engagements


"Amazon layoffs hit nearly 2000 engineers as part of their biggest layoff ever. We're talking about the people who actually built AWS Alexa the whole retail infrastructure the engineers who've been there for years and know exactly how everything fits together. They're cutting from literally every team core retail systems to AWS itself. The official story is they need to get lean and move faster on AI. But here's the thing that gets me these engineers didn't just write code. They've got years of tribal knowledge locked in their heads they know why systems are designed certain ways they know"  
[X Link](https://x.com/_Investinq/status/1994828415136834037)  2025-11-29T17:58Z 60.8K followers, 306.8K engagements


"Past due utility balances just hit an all time high of $XXX and honestly that's only the beginning. Electricity prices are climbing more than twice as fast as inflation right now which is wild when you think about it. We're talking XX percent increases in just seven months while everything else is going up around X percent. Some states are already brutal California's hitting XX cents per kilowatt hour while the national average sits around XXXX cents. The grid wasn't designed for what's about to hit it and utilities are basically saying we have no idea how to forecast this anymore. Only 19"  
[X Link](https://x.com/_Investinq/status/1995159270581588112)  2025-11-30T15:53Z 60.8K followers, 36.5K engagements


"Japan's bond market is in crisis. Investors are aggressively shorting Japanese government bonds open interest hit 188000 contracts the highest since September 2024. Bond prices fell XXX% and yields jumped to XXXX% the highest since 2008. The structural support that held this market together for decades is breaking down. The Bank of Japan and domestic insurance companies used to automatically buy Japanese bonds keeping yields artificially low. Now the BoJ is reducing purchases life insurers are net sellers and foreign investors are leaving. Meanwhile Japan's government announced massive"  
[X Link](https://x.com/_Investinq/status/1995281133135610313)  2025-11-30T23:57Z 60.8K followers, 129.3K engagements


"Bitcoins selling off because macro and positioning lined up badly at the same time. Japanese X year bond yields popping above X% for the first time since 2008 is the markets way of saying the Bank of Japan might actually tighten after years of ultra cheap money. When that backdrop shifts global risk gets repriced volatility picks up and the fastest thing big money can hit is liquid high beta stuff like BTC. This move is really about leverage getting flushed. That initial macro driven drop was enough to crack some short term support levels and trigger stops which then started liquidating"  
[X Link](https://x.com/_Investinq/status/1995331963826094531)  2025-12-01T03:19Z 60.8K followers, 216.3K engagements


"The IBM CEO is basically doing the math and saying it doesn't add up. Building and operating a 1-gigawatt AI data center costs about $XX billion. Companies are planning roughly XXX GW of capacity which is $X trillion total. The problem is you'd need $XXX billion per year in profit just to pay the interest on that debt. That's more than any tech company makes so the return looks impossible at today's economics. He's highlighting a real issue that's easy to ignore when everyone's excited about AI. These data centers have short lifespans (about X years before chips become obsolete) so you're"  
[X Link](https://x.com/_Investinq/status/1995914554748915742)  2025-12-02T17:54Z 60.8K followers, 1.2M engagements


"What you are seeing is a classic economic contradiction that suggests Japan is losing control of its finances. The Japanese government is currently trying to boost the economy by handing out $XXX billion in stimulus money to help citizens with rising costs. However at the exact same time their central bank is planning to raise interest rates to fight inflation. This is like slamming on the gas pedal and the brake pedal simultaneously one policy pumps money into the system while the other tries to pull it out. This confusion has panicked investors causing the interest rate (yield) on Japan's"  
[X Link](https://x.com/_Investinq/status/1996223449262415910)  2025-12-03T14:22Z 60.8K followers, 162.7K engagements


"Trump is set to announce a $XX billion relief package specifically for farmers who've been hurt by tariffs. This chart shows that China committed to buying XX million tons of soybeans by the end of the year but so far they've only purchased XXXX million tons since October 30th. That leaves about XXXX million tons still outstanding on their commitment. What this tells you is that despite the trade deal language China isn't actually following through on their purchases at the pace needed to hit their target which is putting pressure on U.S. farmers and soybean prices. So the $XX billion aid"  
[X Link](https://x.com/_Investinq/status/1997900523341590603)  2025-12-08T05:26Z 60.8K followers, 43.6K engagements


"One of the biggest shifts in years is about to happen at the next Fed meeting. Most people are watching rates but theyre missing the real story happening under the surface. The decision they make on liquidity is going to shape every corner of the market"  
[X Link](https://x.com/_Investinq/status/1998063610426183796)  2025-12-08T16:14Z 60.8K followers, 18.5K engagements


"@AntilesSeth What happens to the GDP when Capex slows down"  
[X Link](https://x.com/_Investinq/status/1998250918245196098)  2025-12-09T04:38Z 60.8K followers, XXX engagements


"The US government has shifted to financing itself almost entirely through short term Treasury Bills that need to be refinanced every few months rather than locking in longer term debt. Over the last XX months they've issued a record $XXXX trillion in T-Bills which now represent about XX% of all Treasury issuance up dramatically from XXXX% back in November 2015. This means the government has chosen the financial equivalent of an adjustable rate mortgage where your payment changes based on market conditions. The Fed is now in a cutting cycle heading into December 2026 which initially sounds"  
[X Link](https://x.com/_Investinq/status/1998265307580748058)  2025-12-09T05:35Z 60.8K followers, 42.2K engagements


"We have our fourth private credit collapse in two months and this one shows exactly why institutional lenders shouldn't be trusted to verify their own collateral. Bankim Brahmbhatt ran Carriox Capital a New York telecom financing outfit that convinced BlackRock's HPS Investment Partners and BNP Paribas to lend him $XXXXX million. The entire deal was built on one claim: he had legitimate receivables from T-Mobile Telstra BICS Telecom Italia Sparkle and Taiwan Mobile backing the loans. None of it was real. Brahmbhatt forged contracts that appeared to be signed by representatives from these"  
[X Link](https://x.com/_Investinq/status/1983930111662366798)  2025-10-30T16:12Z 60.8K followers, 301.9K engagements


"A timeless clip of Michael Burry explaining how he used credit default swaps to short the entire housing market"  
[X Link](https://x.com/_Investinq/status/1988945255476109457)  2025-11-13T12:21Z 60.8K followers, 1.2M engagements


"Cars have become dramatically more expensive and Americans are responding by borrowing increasingly large amounts of money just to purchase vehicles. The average new car now costs around $50000 which is at a record high. To make these expensive cars accessible the average new car loan has climbed to $41000 meaning people are financing the vast majority of their vehicle purchases. Since 2020 the amount borrowed per vehicle has jumped by $9000 a XX% increase in just five years. This is significant because it shows that car prices haven't just ticked up slightly they've skyrocketed and Americans"  
[X Link](https://x.com/_Investinq/status/1998620541301731555)  2025-12-10T05:07Z 60.8K followers, 7205 engagements

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@_Investinq Avatar @_Investinq StockMarket.News

The US economy is experiencing concentrated growth, driven largely by the tech sector, with the "magnificent seven" tech stocks (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla) now making up XX% of the S&P 500's total market value. The economy's reliance on tech spending has raised concerns about its sustainability, with some analysts warning that without this sector, GDP growth would be near recession levels. Meanwhile, the US housing market is in a correction, and household debt and delinquencies are rising.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXXX -XX%
  • X Months XXXXXXXXXX +1,434%
  • X Year XXXXXXXXXX +91,916%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX -XX%
  • X Months XXXXX +197%
  • X Year XXXXX +1,273%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.92%
  • X Month XXXXXX +11%
  • X Months XXXXXX +485%
  • X Year XXXXXX +108,532%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance stocks countries technology brands cryptocurrencies celebrities products currencies

Social topic influence ai, money #4265, the first, japan, open ai #1782, credit default swaps #10, inflation #927, bank, bank of #357, bullish

Top accounts mentioned or mentioned by @kobeissiletter @grok @spencerhakimian @investinq @zerohedge @coooooooopppppp @golomb9696 @unusualwhales @elonmusk @amitisinvesting @motherearth2024 @acyn @chamath @financelancelot @leadlagreport @askperplexity @k20c5r0mo @stockmktnewz @deitaone @zachzim94

Top assets mentioned Bitcoin (BTC) Oracle Corporation (ORCL) Salesforce Inc (CRM) Strategy (MSTR) Charles Schwab Corporation (SCHW) Dell Technologies, Inc. (DELL) SPDR S&P XXX ETF Trust (SPY) SPDR GOLD ETF (GLD) HSBC Holdings PLC (HSBC) USDC (USDC) Klarna Group (KLAR) Netflix Inc (NFLX) Palantir (PLTR) Oklo Inc. (OKLO) Cameco Corporation (CCJ) BWX Technologies, Inc. (BWXT) Constellation Energy Corp (CEG) NuScale Power Corporation (SMR) TALEN ENERGY CORP (DE) (TLN) First Solar, Inc. (FSLR) GE Vernova Inc. (GEV) IBM (IBM)

Top Social Posts

Top posts by engagements in the last XX hours

"Back in September Oracle and OpenAI announced a massive $XXX billion cloud computing deal that sent Oracle's stock soaring. Two months later the market is telling a different story. Oracle's stock has crashed wiping out roughly $XXX billion in market value more value destroyed than the entire deal was supposed to be worth. The real warning sign is in the credit default swaps chart. These are insurance policies against corporate bankruptcy and Oracle's costs have more than doubled to two year highs. When this bankruptcy insurance gets expensive it means Wall Street thinks there's real risk"
X Link 2025-11-18T22:47Z 60.8K followers, 76.1K engagements

"We're seeing a clear and data backed cooling in the US job market. Monthly layoff announcements have jumped sharply around 153000 cuts announced in October up about XXX% from a year earlier. Formal layoff signals are rising and overall job growth has slowed to roughly 76000 per month in 2025 less than half of 2024's pace while unemployment climbed to about XXX% the highest in nearly four years. In other words hiring is slowing layoffs are picking up. We're moving into what the Fed calls a low hire low fire environment and that's actually the key thing to understand. Not all companies aren't"
X Link 2025-11-28T13:43Z 60.8K followers, 20K engagements

"Americans just hit a record $XXXX billion in online Black Friday sales up XXX% from last year with Salesforce reporting $XX billion in total spending across all channels. Sounds bullish until you realize whos actually buying. The top XX% of earners are now responsible for nearly half of all consumer spending the highest share ever while the bottom XX% are basically treading water financially. That stock market sitting near all time highs is creating a wealth effect where rich people feel richer and spend more even if their actual income hasnt budged much. Baby boomers with substantial real"
X Link 2025-11-29T22:37Z 60.8K followers, 325.9K engagements

"MicroStrategy has become a bizarre arbitrage situation where the company's stock price has completely detached from the value of its actual Bitcoin holdings. The core issue is simple Michael Saylor's company is trading at $XX billion in market cap but they're sitting on 650000 Bitcoin worth $XX billion. That means the market is assigning negative $XX billion of value to MicroStrategy's actual business basically saying their software products operationsand management aren't worth anything even before you factor in debt. This sounds insane because it is insane. The stock has gotten absolutely"
X Link 2025-12-01T20:07Z 60.8K followers, 75.3K engagements

"Charles Schwab's CEO just mentioned that tons of clients are asking how to protect their wealth after the stock market has gone up. This is a pretty telling sign about where things stand right now in the market and what investors are really thinking about. After markets do really well for a while investors naturally start getting nervous. When you've already made a bunch of money you start worrying about what could go wrong. People are asking themselves: "Is this market overheated Are we in a bubble What if everything crashes tomorrow and I lose all my gains" This fear is real because it's"
X Link 2025-12-04T18:30Z 60.8K followers, 28.7K engagements

"This is what the inside of a modern AI data center looks like. Every section in this image represents an entire industry. Companies like Schneider Electric Vertiv Eaton and ABB handle power. Cisco and Arista build the networks. Dell and HP produce the servers that keep it running. What really powers this isnt just code or chips. Its copper. Miles of copper wiring connect every rack generator and cooling system carrying electricity around the clock. A single large data center can use tens of thousands of miles of copper and hundreds more are being built each year. Every generator switchgear"
X Link 2025-10-09T19:05Z 60.8K followers, 80.7K engagements

"This chart tells a story no one saw coming: gold has outperformed the S&P XXX over the last two decades. Since 2004 when the SPDR Gold Shares ETF (GLD) launched gold has climbed nearly XXX% while the S&P XXX has gained about 450%. That means gold hasnt just held its own its left stocks behind and its done so during one of the strongest and longest bull markets in history. That breaks every rule investors have been taught. Gold isnt meant to rally alongside stocks. Its usually the safe haven when markets fall not when theyre strong.Yet both assets are climbing. Gold is up more than XX% this"
X Link 2025-10-17T04:57Z 60.8K followers, 25.9K engagements

"On the bright side Starbucks is already rolling out the Siren System a full redesign of how drinks are made. It streamlines every step baristas can press buttons for milk ice and syrups instead of running back and forth. The system speeds up production and cuts down on errors"
X Link 2025-11-01T22:23Z 60.8K followers, 3.5M engagements

"OpenAI is on track to have massive revenue this decade but the cloud bill is even bigger so the business never actually cash flows positive and needs hundreds of billions in outside funding to keep growing. HSBC models OpenAIs sales ramping toward $200B plus by 2030 as ChatGPT and AI tools reach billions of people but in the same window they think OpenAI spends roughly $800B on compute mostly renting GPUs and data center capacity from Microsoft Oracle and Amazon. The mismatch means OpenAI stays cash negative all decade and has a roughly $207B funding hole that needs to be plugged with equity"
X Link 2025-11-27T06:59Z 60.8K followers, 20.9K engagements

"Everyone thinks Circle is just a stablecoin company. They see USDC they see crypto rails they see volatility and they immediately bucket it as another speculative fintech riding the macro wave. That view is outdated. Circle is becoming one of the most important pieces of financial infrastructure in the world and the market still hasnt caught up to whats actually happening under the hood. Here is full FREE analysis:"
X Link 2025-11-28T16:50Z 60.8K followers, 29.7K engagements

"Also this report was done using the help of @fiscal_ai to gather all the financial reports. Theyre running a big Black Friday sale XX% off all plans. Check it out here:"
X Link 2025-11-28T17:34Z 60.8K followers, 2682 engagements

"Mark Zuckerberg on overspending: "The very worst case would be that we effectively have just pre built for a couple of years in which case of course there would be some loss and depreciation but we'd grow into that and use it over time." And thats basically Metas entire AI capex strategy in one sentence. Do you agree with Zuckerberg"
X Link 2025-11-30T04:05Z 60.8K followers, 20.2K engagements

"Silver prices have just hit a historic milestone of $XX per ounce meaning the metal has officially doubled in value since the start of 2025. To put this in perspective while S&P XXX has had a decent year silver has grown more than six times faster making it one of the best performing assets in the world right now. This is happening because silver is currently in a perfect storm where massive demand from industries is colliding with a shortage of supply. For the first time in history the world is using significantly more silver than miners can dig out of the ground creating a deficit that is"
X Link 2025-12-01T14:04Z 60.8K followers, 20.3K engagements

"Klarna reported a XX% surge in U.S sales leading up to Black Friday driven by shoppers buying big ticket items like Apple AirPods X PS5s and Birkenstocks. While millions of consumers wanted these premium goods most chose to finance them rather than paying cash upfront. This massive shift confirms that Buy Now Pay Later has become a mainstream habit allowing people to lock in luxury items while spreading out the cost to manage their cash flow. This trend is a textbook example of the K shaped economy. In this split reality wealthier shoppers are doing just fine comfortably buying expensive tech"
X Link 2025-12-01T16:51Z 60.8K followers, 48.1K engagements

"TLT short interest shows a textbook mismatch between what traders are betting on and what the actual market is doing. Short interest in TLT (a 20+ year Treasury bond ETF) has hit an all-time high while the ETF price itself has been declining from recent peaks. Basically a massive number of traders have borrowed TLT shares and sold them short betting the price will keep falling. TLT prices move inverse to interest rates when rates fall bonds rally hard. Right now the labor market is weakening faster than expected and the market is pricing in a significant probability of a Fed rate cut at the"
X Link 2025-12-04T00:20Z 60.8K followers, 16.8K engagements

"Netflix is acquiring Warner Bros. Discovery's streaming and studio operations for approximately $XXXX billion beating out competitors like Paramount Skydance and Comcast. Netflix gets the Warner Bros. studios HBO Max HBO and iconic IP like Game of Thrones Harry Potter and The Sopranos. The deal closes around Q3 2026 after Discovery's cable networks spin off. Why is Netflix doing this The streaming market got crowded and brutal. By acquiring Warner Bros. and absorbing HBO Max's XXX million users Netflix eliminates a direct competitor while gaining one of entertainment's most valuable content"
X Link 2025-12-05T13:36Z 60.8K followers, 17K engagements

"Trump signaling a very aggressive all in on growth economic team. Bessent already runs Treasury and is very hawkish on trade and bullish on the US economy. So adding the top economic adviser role would centralize tax spending and trade decisions around someone who likes tariffs is comfortable with bigger fiscal moves and is not especially scared of inflation. Pair that with Hassett likely running the Fed and you get a central bank that is friendlier to cutting rates sooner and keeping policy loose if growth wobbles For the real economy that combo points to more stimulus and tougher trade"
X Link 2025-12-05T03:08Z 60.8K followers, 19.1K engagements

"Fed has finished a big multi year cleanup of its balance sheet after the huge money printing during Covid but it stopped shrinking things while the balance sheet is still very large by historical standards. The balance sheet is now around XXX trillion dollars which is down a lot from the peak but still far above the roughly X trillion area before the pandemic. The Fed did this by letting the bonds it owns mature without fully replacing them which slowly pulled money out of the financial system and reversed a bit more than half of the emergency support it added in 20202021. In beginner terms"
X Link 2025-12-07T21:40Z 60.8K followers, 34.6K engagements

"America is in the middle of a massive construction shift. Over $XX billion worth of data centers are being built right now up XXX% since 2022. For the first time ever data centers being built will outnumber office buildings. (a thread)"
X Link 2025-10-09T14:32Z 60.8K followers, 585.1K engagements

"Heres a list of companies building the backbone of AI. These are the players powering cooling and securing the worlds data centers the infrastructure behind every model chip and query. The ones selling the shovels in the biggest digital gold rush of our lifetime"
X Link 2025-10-09T15:13Z 60.8K followers, 396.6K engagements

"Michael Burry just deregistered Scion Asset Management officially killing the fund. His October XX letter was brutally honest: "My estimation of value in securities is not now and has not been for some time in sync with the markets." Translation: he's been wrong or early and he's tired of bleeding performance while waiting for vindication. Here's the thing this isn't new. Burry shut down Scion Capital the exact same way in 2008. He crushed the housing bet made $XXX million personally got vindicated and then immediately liquidated because he was exhausted. The investor revolt the FBI"
X Link 2025-11-13T05:53Z 60.8K followers, 1.2M engagements

"The Japanese yen is falling it's at around $XXX per dollar the weakest level since mid January (save this). There's a massive interest rate gap between the US and Japan. The Fed is holding rates around 3.75%-4.00% while Japan's rates are basically zero at 0.5%. This creates an insane opportunity for traders. They borrow yen at nearly X% convert it to dollars and stick those dollars in US Treasury bonds earning around 3.75%+.That's free money so everyone piles into the trade. The more they sell yen to buy dollars the weaker the yen gets The Bank of Japan could raise rates to make yen borrowing"
X Link 2025-11-19T19:47Z 60.8K followers, 444.8K engagements

"Oraclehas lost roughly $XXX billion in market value since signing the OpenAI deal. Their credit default swaps hit XXX basis points the highest in X years. That's 70+ bps wider than the investment-grade average. Which leaves the uncomfortable question hanging: is this pace of AI investment even sustainable"
X Link 2025-11-21T15:19Z 60.8K followers, 17.2K engagements

"U.S. is building a ridiculous amount of new data centers to feed AI and the limiting factor is quickly becoming electricity not chips. That XX gigawatts number is the total power capacity from data centers that are already running getting built or officially planned for 2025 and it has 8xd since 2022. Roughly XX gigawatts of that is just planned which means the power demand hasnt fully hit the grid yet but is locked in on paper. these things are turning into small cities worth of load and theyre coming fast. The implication is pretty simple AI is now an energy story. Power demand from data"
X Link 2025-11-29T05:48Z 60.8K followers, 112.7K engagements

"Save this to understand the electricity chain. $CCJ / $BWXT supply the uranium and specialized fuel that nuclear reactors run on. $CEG / $SMR / $OKLO turn that fuel into steady 24/7 nuclear electricity from big plants to modular and microreactors. $FSLR / $NNE / $TLN build and own huge solar and renewable farms that layer in cheap clean power. $GEV makes the turbines generators and grid hardware that move electricity from plants onto the highvoltage network. $VST runs flexible gas nuclear and storage assets that ramp up and down to balance the grid. $EOSE / $TSLA gridscale batteries that soak"
X Link 2025-11-29T15:48Z 60.8K followers, 41.2K engagements

"Amazon layoffs hit nearly 2000 engineers as part of their biggest layoff ever. We're talking about the people who actually built AWS Alexa the whole retail infrastructure the engineers who've been there for years and know exactly how everything fits together. They're cutting from literally every team core retail systems to AWS itself. The official story is they need to get lean and move faster on AI. But here's the thing that gets me these engineers didn't just write code. They've got years of tribal knowledge locked in their heads they know why systems are designed certain ways they know"
X Link 2025-11-29T17:58Z 60.8K followers, 306.8K engagements

"Past due utility balances just hit an all time high of $XXX and honestly that's only the beginning. Electricity prices are climbing more than twice as fast as inflation right now which is wild when you think about it. We're talking XX percent increases in just seven months while everything else is going up around X percent. Some states are already brutal California's hitting XX cents per kilowatt hour while the national average sits around XXXX cents. The grid wasn't designed for what's about to hit it and utilities are basically saying we have no idea how to forecast this anymore. Only 19"
X Link 2025-11-30T15:53Z 60.8K followers, 36.5K engagements

"Japan's bond market is in crisis. Investors are aggressively shorting Japanese government bonds open interest hit 188000 contracts the highest since September 2024. Bond prices fell XXX% and yields jumped to XXXX% the highest since 2008. The structural support that held this market together for decades is breaking down. The Bank of Japan and domestic insurance companies used to automatically buy Japanese bonds keeping yields artificially low. Now the BoJ is reducing purchases life insurers are net sellers and foreign investors are leaving. Meanwhile Japan's government announced massive"
X Link 2025-11-30T23:57Z 60.8K followers, 129.3K engagements

"Bitcoins selling off because macro and positioning lined up badly at the same time. Japanese X year bond yields popping above X% for the first time since 2008 is the markets way of saying the Bank of Japan might actually tighten after years of ultra cheap money. When that backdrop shifts global risk gets repriced volatility picks up and the fastest thing big money can hit is liquid high beta stuff like BTC. This move is really about leverage getting flushed. That initial macro driven drop was enough to crack some short term support levels and trigger stops which then started liquidating"
X Link 2025-12-01T03:19Z 60.8K followers, 216.3K engagements

"The IBM CEO is basically doing the math and saying it doesn't add up. Building and operating a 1-gigawatt AI data center costs about $XX billion. Companies are planning roughly XXX GW of capacity which is $X trillion total. The problem is you'd need $XXX billion per year in profit just to pay the interest on that debt. That's more than any tech company makes so the return looks impossible at today's economics. He's highlighting a real issue that's easy to ignore when everyone's excited about AI. These data centers have short lifespans (about X years before chips become obsolete) so you're"
X Link 2025-12-02T17:54Z 60.8K followers, 1.2M engagements

"What you are seeing is a classic economic contradiction that suggests Japan is losing control of its finances. The Japanese government is currently trying to boost the economy by handing out $XXX billion in stimulus money to help citizens with rising costs. However at the exact same time their central bank is planning to raise interest rates to fight inflation. This is like slamming on the gas pedal and the brake pedal simultaneously one policy pumps money into the system while the other tries to pull it out. This confusion has panicked investors causing the interest rate (yield) on Japan's"
X Link 2025-12-03T14:22Z 60.8K followers, 162.7K engagements

"Trump is set to announce a $XX billion relief package specifically for farmers who've been hurt by tariffs. This chart shows that China committed to buying XX million tons of soybeans by the end of the year but so far they've only purchased XXXX million tons since October 30th. That leaves about XXXX million tons still outstanding on their commitment. What this tells you is that despite the trade deal language China isn't actually following through on their purchases at the pace needed to hit their target which is putting pressure on U.S. farmers and soybean prices. So the $XX billion aid"
X Link 2025-12-08T05:26Z 60.8K followers, 43.6K engagements

"One of the biggest shifts in years is about to happen at the next Fed meeting. Most people are watching rates but theyre missing the real story happening under the surface. The decision they make on liquidity is going to shape every corner of the market"
X Link 2025-12-08T16:14Z 60.8K followers, 18.5K engagements

"@AntilesSeth What happens to the GDP when Capex slows down"
X Link 2025-12-09T04:38Z 60.8K followers, XXX engagements

"The US government has shifted to financing itself almost entirely through short term Treasury Bills that need to be refinanced every few months rather than locking in longer term debt. Over the last XX months they've issued a record $XXXX trillion in T-Bills which now represent about XX% of all Treasury issuance up dramatically from XXXX% back in November 2015. This means the government has chosen the financial equivalent of an adjustable rate mortgage where your payment changes based on market conditions. The Fed is now in a cutting cycle heading into December 2026 which initially sounds"
X Link 2025-12-09T05:35Z 60.8K followers, 42.2K engagements

"We have our fourth private credit collapse in two months and this one shows exactly why institutional lenders shouldn't be trusted to verify their own collateral. Bankim Brahmbhatt ran Carriox Capital a New York telecom financing outfit that convinced BlackRock's HPS Investment Partners and BNP Paribas to lend him $XXXXX million. The entire deal was built on one claim: he had legitimate receivables from T-Mobile Telstra BICS Telecom Italia Sparkle and Taiwan Mobile backing the loans. None of it was real. Brahmbhatt forged contracts that appeared to be signed by representatives from these"
X Link 2025-10-30T16:12Z 60.8K followers, 301.9K engagements

"A timeless clip of Michael Burry explaining how he used credit default swaps to short the entire housing market"
X Link 2025-11-13T12:21Z 60.8K followers, 1.2M engagements

"Cars have become dramatically more expensive and Americans are responding by borrowing increasingly large amounts of money just to purchase vehicles. The average new car now costs around $50000 which is at a record high. To make these expensive cars accessible the average new car loan has climbed to $41000 meaning people are financing the vast majority of their vehicle purchases. Since 2020 the amount borrowed per vehicle has jumped by $9000 a XX% increase in just five years. This is significant because it shows that car prices haven't just ticked up slightly they've skyrocketed and Americans"
X Link 2025-12-10T05:07Z 60.8K followers, 7205 engagements

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