# ![@acemoney21 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::611419216.png) @acemoney21 ace $

ace $ posts on X about ace, ai, fed, money the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::611419216/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::611419216/c:line/m:interactions.svg)

- [--] Week [------] -50%
- [--] Month [-------] +268%
- [--] Months [-------] +13%
- [--] Year [-------] -44%

### Mentions: [--] [#](/creator/twitter::611419216/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::611419216/c:line/m:posts_active.svg)

- [--] Week [--] -50%
- [--] Month [---] +251%
- [--] Months [---] +92%
- [--] Year [---] -17%

### Followers: [-----] [#](/creator/twitter::611419216/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::611419216/c:line/m:followers.svg)

- [--] Week [-----] +4.50%
- [--] Month [-----] +6.10%
- [--] Months [-----] +10%
- [--] Year [-----] +37%

### CreatorRank: [---------] [#](/creator/twitter::611419216/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::611419216/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  28.07% [stocks](/list/stocks)  18.71% [technology brands](/list/technology-brands)  8.77% [cryptocurrencies](/list/cryptocurrencies)  7.02% [countries](/list/countries)  2.92% [vc firms](/list/vc-firms)  1.17% [currencies](/list/currencies)  1.17% [social networks](/list/social-networks)  1.17% [automotive brands](/list/automotive-brands)  1.17% [financial services](/list/financial-services)  0.58%

**Social topic influence**
[ace](/topic/ace) #2174, [ai](/topic/ai) 4.68%, [fed](/topic/fed) 4.68%, [money](/topic/money) 4.09%, [$spy](/topic/$spy) 3.51%, [vix](/topic/vix) 2.92%, [inflation](/topic/inflation) 2.92%, [$pltr](/topic/$pltr) 2.34%, [sentiment](/topic/sentiment) 2.34%, [$omex](/topic/$omex) 2.34%

**Top accounts mentioned or mentioned by**
[@purpledrinkllc](/creator/undefined) [@peonykingof](/creator/undefined) [@investornick](/creator/undefined) [@globalflows](/creator/undefined) [@bickerinbrattle](/creator/undefined) [@giraffenoexist](/creator/undefined) [@henry47836838](/creator/undefined) [@ivanthe2nd](/creator/undefined) [@tlamb91](/creator/undefined) [@yamtrades](/creator/undefined) [@volcrushed](/creator/undefined) [@hekyoda](/creator/undefined) [@pharmdks](/creator/undefined) [@viversonit](/creator/undefined) [@dcpcooks](/creator/undefined) [@yam_trades](/creator/undefined) [@traderhc](/creator/undefined) [@alexandraandnyc](/creator/undefined) [@machinaquanta](/creator/undefined) [@albertobernalle](/creator/undefined)

**Top assets mentioned**
[SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [MAXIMUS, Inc. (MMS)](/topic/$mms) [Bitcoin (BTC)](/topic/bitcoin) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [MP Materials Corp. (MP)](/topic/$mp) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [Conagra Brands Inc (CAG)](/topic/$cag) [CACI INTERNATIONAL CLA (CACI)](/topic/$caci) [Effect.AI (EFX)](/topic/$efx) [iShares BTC Trust (IBIT)](/topic/$ibit) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Salesforce Inc (CRM)](/topic/$crm) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [American Superconductor Corp (AMSC)](/topic/$amsc) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [SPDR GOLD ETF (GLD)](/topic/$gld) [Oracle Corporation (ORCL)](/topic/$orcl) [Ares Management, Corp. (ARES)](/topic/$ares) [Now Coin (NOW)](/topic/$now) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Fortinet Inc (FTNT)](/topic/$ftnt) [Workday Inc (WDAY)](/topic/$wday) [Adobe, Inc. (ADBE)](/topic/$adbe) [Blue Owl Technology Finance Corp. (OTF)](/topic/$otf) [Blackstone, Inc. (BX)](/topic/$bx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"best medical devices companies to own think medical devices is a good place to be for next year as drug discovery starts to accelerate and that community will need more testing kits pretty straightforward"  
[X Link](https://x.com/acemoney21/status/1998940324132175922)  2025-12-11T02:18Z [----] followers, [---] engagements


"Idea: Short $MDLZ & $CAG On the news the reaction: $MDLZ -2.3% otd $CAG -4.6% otd Thoughts Seems like an interesting thought / place to start. https://www.hhs.gov/press-room/historic-reset-federal-nutrition-policy.html https://www.hhs.gov/press-room/historic-reset-federal-nutrition-policy.html"  
[X Link](https://x.com/acemoney21/status/2009116533197606962)  2026-01-08T04:14Z [----] followers, [----] engagements


"im convinced twtr algo fucking hates me either that or my tweets are asssss"  
[X Link](https://x.com/acemoney21/status/2009124524701503558)  2026-01-08T04:46Z [----] followers, [---] engagements


"was today's move the bottom for $cag doesnt seem like it but that volume bar looks like some capitulation https://t.co/qlKRLKFMT3 Idea: Short $MDLZ & $CAG On the news the reaction: $MDLZ -2.3% otd $CAG -4.6% otd Thoughts Seems like an interesting thought / place to start. https://t.co/3I1v7Nm9oP https://t.co/qlKRLKFMT3 Idea: Short $MDLZ & $CAG On the news the reaction: $MDLZ -2.3% otd $CAG -4.6% otd Thoughts Seems like an interesting thought / place to start. https://t.co/3I1v7Nm9oP"  
[X Link](https://x.com/acemoney21/status/2009129577181008186)  2026-01-08T05:06Z [----] followers, [---] engagements


"run from a skew perspective. comps: $CACI trades 21x fwd p.e 9.3% opm $EFX trades 25x fwd p/e 20% opm Serious caty here. when fiscal $'s get unlocked they UNLOCK. talk to any SaaS mgmt team. if we can derive any signal from the urgency of covid's gov't behavior of "throw $"  
[X Link](https://x.com/acemoney21/status/2011215188603912413)  2026-01-13T23:14Z [----] followers, [---] engagements


"at this issue ASAP to fix it ASAP" then $MMS has a lot coming to it next few quarters. not only are you talking about a guidance raise you're talking about a multiple rerate. $CACI reports 1/21 $EFX 2/24 $MMS 2/25 Stock just made ATH. Nothing bearish about that. FIN"  
[X Link](https://x.com/acemoney21/status/2011215192345231682)  2026-01-13T23:14Z [----] followers, [---] engagements


"$ibit in blue. shorted it at the close @ $50.51 idk what you're looking at but i see bitcoin heading lower into feb opex. this thing trades like a currency lately not like a levered QQQ asset looks like its bout to roll right over. target is near that $77k mark"  
[X Link](https://x.com/acemoney21/status/2016710882135277904)  2026-01-29T03:11Z [----] followers, [----] engagements


"can almost guarantee you $ibit will stop going down when $gld / $slv stop going up $ibit in blue. shorted it at the close @ $50.51 idk what you're looking at but i see bitcoin heading lower into feb opex. this thing trades like a currency lately not like a levered QQQ asset looks like its bout to roll right over. target is near that $77k mark https://t.co/7nqDy2OjcN $ibit in blue. shorted it at the close @ $50.51 idk what you're looking at but i see bitcoin heading lower into feb opex. this thing trades like a currency lately not like a levered QQQ asset looks like its bout to roll right"  
[X Link](https://x.com/acemoney21/status/2016712871552405976)  2026-01-29T03:19Z [----] followers, [----] engagements


"Trust" principles for everythingincluding identity verification for benefits. Maximus is the logical beneficiary of this "Trust but Verify" mandate at the scale of millions of citizens. Massive Partnership with Silicon Valley (a16z): BAH committed $400 million to a partnership"  
[X Link](https://x.com/acemoney21/status/2017058270247027006)  2026-01-30T02:12Z [----] followers, [--] engagements


"with Andreessen Horowitz (a16z) to co-create commercial tech for "public safety healthcare and other government missions." This is a huge signal: the government is desperate for Silicon Valley-grade tech to solve public sector problems. Since Maximus already sits on the "pipes""  
[X Link](https://x.com/acemoney21/status/2017058274709827836)  2026-01-30T02:12Z [----] followers, [---] engagements


"I was able to find the Raymond James model for $MMS. This stock is criminally less covered than it should be. This next video (https://t.co/jrC3VvUTiY) is a panel discussion w/ Mike Abercrombie (Tech Strategy + Operations Federal Division @ Maximus) Michael Bingley (CEO of Bingley) and Jay Meil (CEO of Ethos). Descriptions of what each of these two co's do (Bingley Ethos): This next video (https://t.co/jrC3VvUTiY) is a panel discussion w/ Mike Abercrombie (Tech Strategy + Operations Federal Division @ Maximus) Michael Bingley (CEO of Bingley) and Jay Meil (CEO of Ethos). Descriptions of what"  
[X Link](https://x.com/acemoney21/status/2017828709462343707)  2026-02-01T05:13Z [----] followers, [----] engagements


"uncertainty = the mother of all evil. Have seen a few people post about the degredation of gross margins due to AI agentic software offering for 45% GMs as opposed to a typical SaaS model (80% GM on avg i'd say) Here's a few to read up on:"  
[X Link](https://x.com/acemoney21/status/2018159299315347865)  2026-02-02T03:07Z [----] followers, [--] engagements


"+ here's the TLDR: 1) Private credit funds ($OWL $ARES $APO etc.) are heavily overweight legacy SaaS/software vs. high-yield index exposed as public SaaS ($ORCL $MSFT $CRM etc.) outperforms. 2) Many fast-growing funds have thin protection (low LTV https://x.com/cornelialake/status/2016928201470263774s=46&t=FmFvN75xOxzhoaFe8gKtUg $OWL $ARES $APO $QQQ We highlighted in our 30+ page piece on the credit cycle that the private credit guys are massively overweight legacy software / SaaS on an outright basis and vs. the HY index $HYG. The move in legacy SaaS names $ORCL $MSFT $CRM $NOW $HUBS"  
[X Link](https://x.com/acemoney21/status/2018159301785723273)  2026-02-02T03:07Z [----] followers, [---] engagements


"+ PIK) + big healthcare exposure likely wave of defaults/zeros hitting BDCs/CLOs while newer credit plays benefit"  
[X Link](https://x.com/acemoney21/status/2018159304281411911)  2026-02-02T03:07Z [----] followers, [--] engagements


"1) Top SaaS stocks ($FTNT $WDAY $CRM $ADBE etc.) down 17-51% over past year as market fears unsustainable 80% gross margins amid AI agentic software pricing at 45%. 2) This paradigm shift spells trouble for private credit exposed to the sector. https://x.com/kieranwgoodwin/status/2011838940274180257s=46&t=FmFvN75xOxzhoaFe8gKtUg This cohort represents some of the BEST SaaS companies. The market is WORRIED that the industry's 80% gross margins are not sustainable since AI agentic (autonomous) software is willing to price at 45% margins. PARADIGM SHIFT . BAD FOR PRIVATE CREDIT"  
[X Link](https://x.com/acemoney21/status/2018159307028615213)  2026-02-02T03:07Z [----] followers, [---] engagements


"1) Apollo cut software exposure in private credit funds from 20% to nearly half in [----] (aiming 10%) reviewing risks from AI disruption; Blackstone's Gray echoes investor underestimation of AI's impact. 2) AI to drive massive volatility in https://x.com/kieranwgoodwin/status/1999931343887855773s=46&t=FmFvN75xOxzhoaFe8gKtUg https://x.com/kieranwgoodwin/status/1999931343887855773s=46&t=FmFvN75xOxzhoaFe8gKtUg"  
[X Link](https://x.com/acemoney21/status/2018159317417914555)  2026-02-02T03:07Z [----] followers, [---] engagements


"SaaS/software: winners thrive losers failworst for lenders with capped upside/big downside; $APO/$BX deemed superior to $OWL $OTF faces tough times. Appreciate any comments/insights"  
[X Link](https://x.com/acemoney21/status/2018159320735551557)  2026-02-02T03:07Z [----] followers, [---] engagements


"Note from JPM around earnings/earnings vol titled Earnings and Options Volatility Monitor: Here's a list of names BMO and AMC on 2/2:"  
[X Link](https://x.com/acemoney21/status/2018184864445379035)  2026-02-02T04:49Z [----] followers, [---] engagements


"hardest part about playing the short side is that you have to NAIL the timing otherwise your book is daily being marked and you run the risk of underperforming. when the sell they sell it fast and they sell is hard. this time won't be different. not crash. dont misconstrue futures epic reversal off the overnight lows $spy pretty important spot here my fills have proved to have been pretty ass thus far. to be early is also to be wrong. i am sticking to my plan. expecting a flush lower in the indices this month. targeting $655 $SPY futures epic reversal off the overnight lows $spy pretty"  
[X Link](https://x.com/acemoney21/status/2018378423471575113)  2026-02-02T17:38Z [----] followers, [----] engagements


"Check out $PLTR. EPS after the bell. This thing is a software name seemingly "insulated" from the carnage around the group because.gov't involved. Gov't shutdown + more split dynamic here on Red v Blue which supports that contracts making it past the finish line for $PLTR's"  
[X Link](https://x.com/acemoney21/status/2018386914114433455)  2026-02-02T18:11Z [----] followers, [----] engagements


"Dan Ives on the $PLTR call. He just asked a serious question while rocking this fit. What"  
[X Link](https://x.com/acemoney21/status/2018455558207205735)  2026-02-02T22:44Z [----] followers, 27.2K engagements


"@traderhc NFP not goin to be released plz fix"  
[X Link](https://x.com/acemoney21/status/2018716572819296340)  2026-02-03T16:01Z [----] followers, [---] engagements


"$MMS print Thursday before the open"  
[X Link](https://x.com/acemoney21/status/2018751775197495436)  2026-02-03T18:21Z [----] followers, [---] engagements


"volume on $SPY is not where you want it to be for to mark an interim bottom again -- this is the 2nd worst month on the calendar. market can sell off whether you want to believe it or not"  
[X Link](https://x.com/acemoney21/status/2018777599342747814)  2026-02-03T20:04Z [----] followers, [---] engagements


"Margins: Tech + Indu leading margin expansion Margin contraction expected from Staples healthcare discretionary comm svcs real estate Fins and energy flat y/y JPM earnings scorecard: "Solid guides so far 56pct of mkt cap reporting in next two wks" AI related capex guides likely to be revised higher; consensus is at +35% NTM growth. https://t.co/NasHbZXlFU JPM earnings scorecard: "Solid guides so far 56pct of mkt cap reporting in next two wks" AI related capex guides likely to be revised higher; consensus is at +35% NTM growth. https://t.co/NasHbZXlFU"  
[X Link](https://x.com/acemoney21/status/2018828763065409700)  2026-02-03T23:27Z [----] followers, [---] engagements


"EPS + Catalysts: Closest two on the board: Micro: Wednesday -- GOOGL/QCOM/UBER eps Macro: NFP Feb [--] Friday Sunday Feb8 JPY Snap Election CPI Weds Feb11 + Retail Sales Fri Feb13"  
[X Link](https://x.com/acemoney21/status/2018830090772086798)  2026-02-03T23:32Z [----] followers, [---] engagements


"My mom fully entering grandma mode. Knitting. Shes the goat"  
[X Link](https://x.com/acemoney21/status/2018862782322774417)  2026-02-04T01:42Z [----] followers, [---] engagements


"this is the month of sell the rip. you just dont know it yet"  
[X Link](https://x.com/acemoney21/status/2018864483381166168)  2026-02-04T01:49Z [----] followers, [---] engagements


"this post probably going to get [--] engagement. whats fucking new. Twitter wants to put ace $ in a box. well you know what. you can put the israeli in a box. but im gonna find my way out. wht i wanna write about right now is my approach to managing money. see in my last role I was"  
[X Link](https://x.com/acemoney21/status/2018871021928149065)  2026-02-04T02:15Z [----] followers, [----] engagements


"an equity prop trader on a desk in tel aviv. prior to that i was in a sell side seat covering cybersecurity. prior to that i was on the wealth management side of JPMorgan's Securities business. at the start of my career at JPMS i was assisting with the investment portfolios but"  
[X Link](https://x.com/acemoney21/status/2018871025489039502)  2026-02-04T02:15Z [----] followers, [---] engagements


"for clients. and i felt like i was a part of that. cause i was. i then moved to Tel Aviv. found myself in a research seat as the lead equity research analyst for single-stock whcih ended up being anything TMT but i made it so that the institutional investors I work with knew me"  
[X Link](https://x.com/acemoney21/status/2018871039380603236)  2026-02-04T02:15Z [----] followers, [---] engagements


"as the cyber specialist. it was an easy ramp cause half my fucking friends were in cyber and raising insane valuations. mind you cyber was way underowned at the time. i was pitching stocks like CYBR CRWD VRNS before they were hot. CRWD at $92 and pounding the table on it. some of"  
[X Link](https://x.com/acemoney21/status/2018871042811584770)  2026-02-04T02:15Z [----] followers, [---] engagements


"my clients crushed it. One of my clients liked my picks so much he asked me to come join their prop desk and open their US equity division. they trades interest rate swaps and fx. [--] dudes. [--] of them absolutely printed money. to this day some of the msartest guys ive ever worked"  
[X Link](https://x.com/acemoney21/status/2018871046175072358)  2026-02-04T02:15Z [----] followers, [---] engagements


"office approaches me and says yo manage my personal money. I am coming into the role of the CIO and ill be consistently adding more money to this account. you have a great read on markets can you do it abso fucking lutely brother. been doing this for [--] years for him now and"  
[X Link](https://x.com/acemoney21/status/2018871053586727195)  2026-02-04T02:15Z [----] followers, [---] engagements


"the AUM has grown organically and via contributions as he mentioned he would do. so you see the way I manage money for him is a combination of that initial financial advisor i worked with at JPMS the research analyst i used to be and the prop trader I still at at my core. why"  
[X Link](https://x.com/acemoney21/status/2018871057072177338)  2026-02-04T02:15Z [----] followers, [---] engagements


"feel this way) is vital to actually being successful in the market in this day and age. the market is not the same post-2020 as it was prior to that. you need to have a short term view. you need to understand macro. you need to understand vol. you need to understand flows. you"  
[X Link](https://x.com/acemoney21/status/2018871064172855393)  2026-02-04T02:15Z [----] followers, [---] engagements


"need to know how to do bottoms-up analysis to construct a winning portfolio. you need to know how to understand risk management. whats a good trade. is there EVEN a trade to have what's my stop loss how do i want to express the trade. what's my gross and my net exposure where"  
[X Link](https://x.com/acemoney21/status/2018871067402764791)  2026-02-04T02:15Z [----] followers, [---] engagements


"a few good charts from Citadel that are worth everyone's time: Retail inflows are highest on record since 2020; same with options"  
[X Link](https://x.com/acemoney21/status/2018881860055834803)  2026-02-04T02:58Z [----] followers, [---] engagements


"Intramonth dynamics reinforce this pattern. 2H February has historically seen more uneven price action with early gains often giving way to consolidation or pullbacks as early-year positioning settles"  
[X Link](https://x.com/acemoney21/status/2018881896814366869)  2026-02-04T02:58Z [----] followers, [--] engagements


"$nvda has more implied vol than CPI NFP Feb OpEx and Trump State of the Union lolol "We have observed a modest uptick in hedging activity relative to the start of the year. This has not been accompanied by signs of stress or panic. Instead clients appear to be layering into"  
[X Link](https://x.com/acemoney21/status/2018881900471832908)  2026-02-04T02:58Z [----] followers, [---] engagements


"proactive protection primarily at the index level with small caps and the Russell (which have outperformed YTD) serving as the preferred hedging vehicle.""  
[X Link](https://x.com/acemoney21/status/2018881904678957512)  2026-02-04T02:58Z [----] followers, [--] engagements


"THE BOTTOM LINE: Jan rerisking Feb/Mar downside risk pick up January was characterized by heavy capital deployment into risk assets. Strong retail and institutional participation broadening rotation and compressed volatility created a favorable technical backdrop that"  
[X Link](https://x.com/acemoney21/status/2018881916058136862)  2026-02-04T02:58Z [----] followers, [--] engagements


"supported risk assets broadly. Late February into early March presents a different setup. As early-year flows normalize leadership becomes more selective seasonality less supportive and markets increasingly sensitive to positioning and sentiment. While fundamentals and"  
[X Link](https://x.com/acemoney21/status/2018881919241625875)  2026-02-04T02:58Z [----] followers, [--] engagements


"Does Ace $ have the juice Check out $PLTR. EPS after the bell. This thing is a software name seemingly "insulated" from the carnage around the group because.gov't involved. Gov't shutdown + more split dynamic here on Red v Blue which supports that contracts making it past the finish line for $PLTR's https://t.co/KqmHyoQWbS Check out $PLTR. EPS after the bell. This thing is a software name seemingly "insulated" from the carnage around the group because.gov't involved. Gov't shutdown + more split dynamic here on Red v Blue which supports that contracts making it past the finish line for $PLTR's"  
[X Link](https://x.com/acemoney21/status/2019086871557530090)  2026-02-04T16:33Z [----] followers, [----] engagements


"Havent seen a short so easy in a while; simply playing for mult rerate lower/retrace of some of the intra qtr move. Broader mkt not behaving well was a massive clue - had to be blind not to see it I usually hate these Monday morning QB takes but this one was so obvi $googl"  
[X Link](https://x.com/acemoney21/status/2019156600980726129)  2026-02-04T21:10Z [----] followers, [----] engagements


"House of committee of USA economy is quite literally a bunch of rerates. Shocked at this panel. How did we get so careless Bessent just up here getting grilled by some morons and as usual finesses each of them one by one. Seriously why is this HoC a bunch of morons"  
[X Link](https://x.com/acemoney21/status/2019168068937609246)  2026-02-04T21:55Z [----] followers, [----] engagements


"names i like. i'll be looking to rebuy about 75% of these names once I think market has bottomed. too early still"  
[X Link](https://x.com/acemoney21/status/2019190273847222402)  2026-02-04T23:24Z [----] followers, [----] engagements


"PitchBook: Our team is positive on AI drug discovery which could double clinical trial success rates; foundation models as they fight to specialize; agentic payments and commerce as agents transact for us; AI for customer service & support where industry-specific specialists"  
[X Link](https://x.com/acemoney21/status/2019203030407868821)  2026-02-05T00:14Z [----] followers, [---] engagements


"we like. We also see intense overheating in second-tier AI medical scribes; parts of AI precision medicine (genomics and biomarkers); aerial defense drones; areas of AI gaming content development; parts of code gen; certain parts of AI for marketing; some CFO stack and capital "  
[X Link](https://x.com/acemoney21/status/2019203037642764353)  2026-02-05T00:14Z [----] followers, [--] engagements


"markets software; second-wave AI cyber protection startups; search as a service; GEO visibility and placement; drone-based crop monitoring; and capital-intensive supply chain ops. And last we know that many incumbents will cede share to the point of collapse. These categories"  
[X Link](https://x.com/acemoney21/status/2019203040973086861)  2026-02-05T00:14Z [----] followers, [--] engagements


"unveil prime areas for founders to harvest rich deposits of revenue. In our view the incumbents at greatest risk include big-budget content production in gaming (AI-native upstarts compete at a fraction of the cost); traditional analytics & BI platforms (AI-native competitors"  
[X Link](https://x.com/acemoney21/status/2019203044349788190)  2026-02-05T00:14Z [----] followers, [--] engagements


"will operate on natural language); legacy ERP accounting and capital markets software (AI-powered real-time analytics smart forecasting and seamless workflow integration will be sticky); traditional medical-device makers (providers and patients will prefer"  
[X Link](https://x.com/acemoney21/status/2019203047763935366)  2026-02-05T00:14Z [----] followers, [---] engagements


"@alexandraandnyc Damn these look great. Nice work alex"  
[X Link](https://x.com/acemoney21/status/2019273785463943620)  2026-02-05T04:56Z [----] followers, [--] engagements


"Average true range daily on $SPY has been expanding every day this week That is not bullish dude Thats effectively a measure of behavior of vol Correlations can go to [--]. Staples still crushing. Not bullish"  
[X Link](https://x.com/acemoney21/status/2019445252545782259)  2026-02-05T16:17Z [----] followers, [---] engagements


"Looking for a bounce to readd short and set up a bear SPY combo; sell a call spread due to elevated vix financing 20-25d puts next fri Waiting not chasing. Think Ill get the opportunity to put it on will tweet / share strikes"  
[X Link](https://x.com/acemoney21/status/2019462418045251946)  2026-02-05T17:25Z [----] followers, [---] engagements


"Bitcoin will bottom first. Before individual or ETFs. Blame the rotation under the hood you can only blame that game for so long. 1mo corr/vix curve/volumes on index. [--] things you should be watching very closely right now. This is where it will give you signal"  
[X Link](https://x.com/acemoney21/status/2019479109726777437)  2026-02-05T18:31Z [----] followers, [---] engagements


"@GiraffeNoExist Stop loss to liquidate what positions"  
[X Link](https://x.com/acemoney21/status/2019499602936787070)  2026-02-05T19:53Z [----] followers, [--] engagements


"Not the volume you want to see to mark an interim low. I dont make the rules. $SPY 200d MA is $644. Sniffing the 100d MA here. Could have a ripper here. Would offer another great chance to short. $AMZN after the bell"  
[X Link](https://x.com/acemoney21/status/2019513834491498659)  2026-02-05T20:49Z [----] followers, [----] engagements


"@MachinaQuanta I never understand this type of comment. Constituents are down multiples of that. People feel the pain when markets are down this much. Thats the gift and the curse of allocating to single names. Down 3% is not fair to say and you know it however much that is literally the case"  
[X Link](https://x.com/acemoney21/status/2019585088694948335)  2026-02-06T01:33Z [----] followers, [---] engagements


"To in order to say OK this sell is OVER. Not sure if you remember that rally Im talking about in March. Index opened up +1.5% closed up +2% for the session. I distinctly remember it because I was also short multiple assets but did not trade it as well (did not monetize the"  
[X Link](https://x.com/acemoney21/status/2019987216387469784)  2026-02-07T04:10Z [----] followers, [---] engagements


"Position when it was well in the money). This time I did. I closed my short $SPY $674.25 in the after hours after $AMZN immediate EPS-driven sell was influencing index. I reopened today at $689.22. [--] different fills [--] minutes apart same limit price. I am more than happy to"  
[X Link](https://x.com/acemoney21/status/2019987218853687393)  2026-02-07T04:10Z [----] followers, [---] engagements


"U80VOL throughout the day and that held. Thats actually very good to see for marking interim bottoms. You need to see a few things lining up. Although thats one of the ones at the top of the list another one is volume. The volume yesterday is not sufficient enough imho to"  
[X Link](https://x.com/acemoney21/status/2019987233655378078)  2026-02-07T04:11Z [----] followers, [---] engagements


"Mark the all clear but it is close. That is what makes Sunday futures open and Monday RTH session superrrr important. Well know then if I should be closing short and throwing that idea in the trash. If the selloff in invalidated this is the list of stocks I am interested in"  
[X Link](https://x.com/acemoney21/status/2019987237434454096)  2026-02-07T04:11Z [----] followers, [---] engagements


"Buying back (these are the names I held prior to deciding to sell everything and rotate to $SGOV $UUP + short $SPY & $TSLX commons + opening up that $PLTR bear combo (-150c/+160c +85P). These all have more upside in this market. I think the index can reach. $740 SPY before"  
[X Link](https://x.com/acemoney21/status/2019987244229227010)  2026-02-07T04:11Z [----] followers, [---] engagements


"Pitchbook M&A from 2025: While market participants were optimistic going into [----] the pace at which M&A activity forged ahead was surprising. There were more than [-----] deals throughout the year a first-time feat worth an aggregate $4.9 trillion or just [---] basis points"  
[X Link](https://x.com/acemoney21/status/2020592727969460551)  2026-02-08T20:17Z [----] followers, [---] engagements


"away from crossing the $5 trillion mark for the first time. Heading into [----] the global M&A market is poised to continue its momentum thanks to ample public and private capital easing borrowing costs booming growth opportunities in AI and adjacent tech and infrastructure"  
[X Link](https://x.com/acemoney21/status/2020592729894564010)  2026-02-08T20:17Z [----] followers, [---] engagements


"Couple rly great charts from Morgan Stanleys QDS: Takeaway: Retail has been lowering demand unlikely to change from sellers/ non buyers to buyers anytime before tax day (mid March)"  
[X Link](https://x.com/acemoney21/status/2020623056411251088)  2026-02-08T22:17Z [----] followers, [---] engagements


"People from Colorado honestly suck. Forgot how annoying and passive aggressive they are. I went to CU boulder for undergrad and being back here this weekend just reminded me of how fucking annoying these people are. So many rules and they all operate on their own time"  
[X Link](https://x.com/acemoney21/status/2020632418315829639)  2026-02-08T22:54Z [----] followers, [---] engagements


"Service is a joke. Honestly a bunch of Nazis / stiffs. But damn do they have great nature and mountains and skiing and hiking Its unfortunate that the people suck this much 😂"  
[X Link](https://x.com/acemoney21/status/2020632421780324519)  2026-02-08T22:54Z [----] followers, [---] engagements


"@AlbertoBernalLe @convexititties @truflation +"  
[X Link](https://x.com/acemoney21/status/2020689273259975091)  2026-02-09T02:40Z [----] followers, [---] engagements


"Vix index up slightly VX1 up slightly Vol of Vix up slightly ibit down 3.5% eth down 6% sol down 5% 2s/10s/30s down slightly crude flat natty flat whole commods basket i track (wti ng ura cobalt nickel +more) down slightly spy flat qqq down iwm down some single names"  
[X Link](https://x.com/acemoney21/status/2021235060964266105)  2026-02-10T14:49Z [----] followers, [---] engagements


"100% agree w this and i for one think if havent done in a minute its time to dust off the saas hat and start building a basket the Saasket Regarding the current software discourse (thanks @_fabknowledge_ ). Were still run-rating $20bn in net new annual contract value. That is dollar growth of software. Today might not be the bottom. But with $NVDA approaching 30x next year buy side EPS with software beat https://t.co/lYvYOqGYUU Regarding the current software discourse (thanks @_fabknowledge_ ). Were still run-rating $20bn in net new annual contract value. That is dollar growth of software."  
[X Link](https://x.com/acemoney21/status/1943748971316310213)  2025-07-11T19:07Z [----] followers, [----] engagements


"@davey_juice timing of this basket has to be precise and has to take into account the following potential macro catalysts: cpi vix expo options expo qra aug/sept seasonality not an easy time to build it. patience may pay here"  
[X Link](https://x.com/acemoney21/status/1944386759132942572)  2025-07-13T13:21Z [----] followers, [--] engagements


"idk if yall know but this is basically the core pillar of $amsc long thesis @Citrini7 wrote a fire piece about this like a year ago AI energy demand: $CRWV https://t.co/5LRPEIJxv8 AI energy demand: $CRWV https://t.co/5LRPEIJxv8"  
[X Link](https://x.com/acemoney21/status/1944777875976307105)  2025-07-14T15:15Z [----] followers, [----] engagements


"@sadvalueinvestr @DanielSLoeb1 im even attracted to just a plain long delta structure in CORZ here buy some time drink a few guinness and wait"  
[X Link](https://x.com/acemoney21/status/1944789025862406532)  2025-07-14T16:00Z [----] followers, [---] engagements


"@henry47836838 @ivan_the2nd markets have received tariff rates. just because they have not been kicked into effect does not mean market won't go ahead and price them in. rather the market is choosing to assume that Trump won't go through with these rates by 8/1. thats your risk. otherwise idk what u mean"  
[X Link](https://x.com/acemoney21/status/1944863080548327689)  2025-07-14T20:54Z [----] followers, [--] engagements


"@henry47836838 @ivan_the2nd but producers / manufacturers don't usually wait for the tariff to go into effect either. prices are not static for goods sold. i think thats what scares the Fed. impact is very quick to consumer"  
[X Link](https://x.com/acemoney21/status/1944863798562840929)  2025-07-14T20:57Z [----] followers, [--] engagements


"@resyk_eroban @anidesh7 i mean 51% in an increasingly tough merger arb env id say 30% max are arbs there. but i wouldnt know for sure. hard to actually know"  
[X Link](https://x.com/acemoney21/status/1944879143977644473)  2025-07-14T21:58Z [----] followers, [--] engagements


"@Ksidiii dont you think youre kidding missing the forest from the trees with this company best ux/ui by far generational wealth transfer recipients prefer HOOD over other brokers tokenizing private and public equity shares via derivs feels like its really feeling out its inv base"  
[X Link](https://x.com/acemoney21/status/1944899808734351555)  2025-07-14T23:20Z [----] followers, [----] engagements


"@Globalflows haha. ill find it. thx hoss"  
[X Link](https://x.com/acemoney21/status/1944970243866083493)  2025-07-15T04:00Z [----] followers, [---] engagements


"@TLAMB91 65% owned by $OXY"  
[X Link](https://x.com/acemoney21/status/1945107442439696598)  2025-07-15T13:05Z [----] followers, [---] engagements


"seems like a new theme is emerging here. minerals $TMC $MP . $OMEX"  
[X Link](https://x.com/acemoney21/status/1945205722699993111)  2025-07-15T19:35Z [----] followers, [---] engagements


"@PurpleDrink_LLC how do you get a read on a stock like this thats gone parabolic i sold put spreads to buy 30c for sept and flipped them today with spot price $26. feel like an asshole. looks like they wanna make this the mstr of eth"  
[X Link](https://x.com/acemoney21/status/1945260163184631879)  2025-07-15T23:12Z [----] followers, [---] engagements


"@ripster47 @TENETTRADEGROUP oh with the flow im cross referencing in ETHE ETHA and UPXI as well as the charts for ETH/SOL we are for sure going higher in both SBET UPXI"  
[X Link](https://x.com/acemoney21/status/1945598265669345671)  2025-07-16T21:35Z [----] followers, [--] engagements


"@Yam_Trades upxi. solana"  
[X Link](https://x.com/acemoney21/status/1945829502283661734)  2025-07-17T12:54Z [----] followers, [--] engagements


"if $MP is worth 3x what is $OMEX worth DB raises MP price target to $67 from $20 DB raises MP price target to $67 from $20"  
[X Link](https://x.com/acemoney21/status/1945854356521365734)  2025-07-17T14:33Z [----] followers, [----] engagements


"when does the $MP crowd look for $OMEX its the $RGTI to $IONQ yes im tweeting about themes again. sue me"  
[X Link](https://x.com/acemoney21/status/1946242216969510947)  2025-07-18T16:14Z [----] followers, [----] engagements


"@peonyKingOF how sized r u in omex calls"  
[X Link](https://x.com/acemoney21/status/1946290148012159445)  2025-07-18T19:25Z [----] followers, [--] engagements


"@PurpleDrink_LLC yea but i mean these are RDFN arbs. at least half of the shorts are"  
[X Link](https://x.com/acemoney21/status/1947098891884917114)  2025-07-21T00:58Z [----] followers, [---] engagements


"@volcrushed @GoForGrubes2 @Investor_NICK_ ace is too 🥂"  
[X Link](https://x.com/acemoney21/status/1947347208829071513)  2025-07-21T17:25Z [----] followers, [--] engagements


"@TLAMB91 rdfn arbs"  
[X Link](https://x.com/acemoney21/status/1947676459780219307)  2025-07-22T15:13Z [----] followers, [--] engagements


"@zgarlic @PurpleDrink_LLC not exactly what ive heard from computer vision engineers and people who actually own teslas. or people that work on Dojo but ok. get in line w the negative takes LOL he can change the sentiment around in [--] min and chooses not to. so elementary"  
[X Link](https://x.com/acemoney21/status/1948179974545944960)  2025-07-24T00:34Z [----] followers, [---] engagements


"is $RKT done @Investor_NICK_ @volcrushed @BoxLongs DOESNT LOOK IT"  
[X Link](https://x.com/acemoney21/status/1948211957955268957)  2025-07-24T02:41Z [----] followers, [---] engagements


"not a semis expert by any means but why isnt $ON a massive long post $TXN sympathy offer after $NXPI provided dece numbers chart looks great too:"  
[X Link](https://x.com/acemoney21/status/1948215375239209106)  2025-07-24T02:55Z [----] followers, [---] engagements


"most hated rally ever usually the story goes the market refuses to sell off cause everyone is under positioned waiting for the same 2-4% correction to buy back in managers capitulated in april. now those same managers refused to buy back in cause of macro/tariffs. what they"  
[X Link](https://x.com/acemoney21/status/1948248698225389705)  2025-07-24T05:07Z [----] followers, 46.6K engagements


"refuse to learn is that you need to drop your ego and realize that tariff deals are things this admin has learned to massage messaging for what im getting at is this the market wont sell off materiallly again until people are back onsides (long) which according to any of"  
[X Link](https://x.com/acemoney21/status/1948248701488538038)  2025-07-24T05:07Z [----] followers, [----] engagements


"the broker positioning data they are not yet. so. dips will be shallow as managers get to that point in the year where they NEED to buy the market and in their eyes chase it they cant wrap their heads around that simple fact either because they have massive egos that dont"  
[X Link](https://x.com/acemoney21/status/1948248704156160334)  2025-07-24T05:07Z [----] followers, [----] engagements


"allow them to or theyre just waiting for the certainty regarding tariff deals ironically enough and maybe even funny by the time we have all the concrete details around tariffs all this growth that the WH committee is pushing thru will cause a reaccel in inflation expects"  
[X Link](https://x.com/acemoney21/status/1948248706907619819)  2025-07-24T05:07Z [----] followers, [----] engagements


"and so its probably going to be the case that until the September meetingsall these dips will remain shallow/get snatched up quickly given that managers are under immense pressure trying to get back onsides and chase a few extra hundred bps of performance. a true nightmare"  
[X Link](https://x.com/acemoney21/status/1948248710896324774)  2025-07-24T05:07Z [----] followers, [----] engagements


"for managers that arent already in the game then comes the September Fed meeting that they will need to choose btwn cutting rates (WH pressure debt interest expense labor mkt internals super weak ((already starting)) or other macro-related issues that are slowly arising) or"  
[X Link](https://x.com/acemoney21/status/1948248717435277707)  2025-07-24T05:07Z [----] followers, [----] engagements


"@BickerinBrattle tho isnt there a trickle down effect from capex that leads to the consumer $ comes in co builds & in turn pays employees employees spend $ if you have $100 of spend/profit thats now $85 with the 15% tax/tariff. which would fuel more govt spending (tho not priv ent spend)"  
[X Link](https://x.com/acemoney21/status/1948264534705160338)  2025-07-24T06:10Z [----] followers, [--] engagements


"@BickerinBrattle thats my entire pt tho. its clearly out of cons & a take i havent seen much as i surf this platform. so naturally it is intng leme ask this what data pts are you looking to see a chg in to start validating this view as in what are you looking for next what to watch for"  
[X Link](https://x.com/acemoney21/status/1948270746674909644)  2025-07-24T06:35Z [----] followers, [---] engagements


"i honestly hate trading $oscr and probably a general blanket statement for HC names too UNH literally cant stop ruining everyones party this stock is a trading sardine. wouldnt like to own it longer term. lesson learned tbh. have made good money trading it from $14 to $22"  
[X Link](https://x.com/acemoney21/status/1948394669257199688)  2025-07-24T14:47Z [----] followers, [----] engagements


"@peonyKingOF MMs are messing with OMEX premia too"  
[X Link](https://x.com/acemoney21/status/1948428229057839105)  2025-07-24T17:01Z [----] followers, [--] engagements


"@planert41 so shorting friday 24&27P and buying 33C bunch of these trades have failed last 10d. what makes this one work. ha"  
[X Link](https://x.com/acemoney21/status/1948575924384862626)  2025-07-25T02:47Z [----] followers, [--] engagements


"it looks like we are starting this. as mentioned in the thread the TRUE bottoming event for this group should be after capex #s are given from ALL the hyperscalers $meta $msft $amzn remaining (+ aapl i guess) msft 7/30 meta 7/30 amzn 7/31 aapl 7/31 (i guess) thinking out loud here and happy to get some pushback but the capex takeaways from hyperscalers gonna keep wind in the sails of the long semis / short saas trade so til those prints come thru prob keeps a lid on saas but that last flush in saas is the one you wanna buy thinking out loud here and happy to get some pushback but the capex"  
[X Link](https://x.com/acemoney21/status/1948889329969103142)  2025-07-25T23:33Z [----] followers, [----] engagements


"based on positioning in the options mkt looks like party is on til aug expo (and that probably matches the remaining trade deal rhetoric for eu/jpy/china) seeing sept & oct with downside BTO in qqq spy iwm but if you also cross reference that with positioning & sentiment data"  
[X Link](https://x.com/acemoney21/status/1948889338303172916)  2025-07-25T23:33Z [----] followers, [---] engagements


"then unless something materially chgs there any and all dips will be shallowas all these same managers not overweight the states are forced to close those hedges which as you know flattens out that fall-related skew and provides a natural bid to equities into EOY. could get"  
[X Link](https://x.com/acemoney21/status/1948889342916919481)  2025-07-25T23:33Z [----] followers, [---] engagements


"rly wild in the fall tbh and so whats this gotta do w SaaS all these same managers will be looking to long the stuff that has been relatively underperforming or that has the most upside. after this eps that will clearly shine light on the software sector. thing is im not"  
[X Link](https://x.com/acemoney21/status/1948889350324060445)  2025-07-25T23:33Z [----] followers, [---] engagements


"the only one saying this. again plenty of sharp $ is looking at the same seasonality charts for SaaS (last year same playbook ran and sector went bid in sept) and so why shouldnt some people front run it for the record i think that has started. but do expect a little bit"  
[X Link](https://x.com/acemoney21/status/1948889355390742971)  2025-07-25T23:33Z [----] followers, [---] engagements


"if $DDOG buys/closes an acq of a security company in the API sec space or a company like runtime sec for cloud native apps a la Sweet Security or Upwind security does stock trade up calling all saasperts (saas experts). curious ur thoughts"  
[X Link](https://x.com/acemoney21/status/1948918483468595423)  2025-07-26T01:29Z [----] followers, [---] engagements


"@MayorJoeQuimby disagree. if hes right there is plenty of downside. can jump in once that starts. and if long you can buy dips and trade them. dont make it so hard"  
[X Link](https://x.com/acemoney21/status/1948945008603635930)  2025-07-26T03:14Z [----] followers, [---] engagements


"@hekyoda @dotkrueger 7/25/25: SBET Inc. announced the appointment of Joseph Chalom a former senior executive at BK as its new CoCEO alongside Rob Phythian. The news release described him as a BlackRock digital assets pioneer who has joined SBETs leadership team but sure. ur [--] r def right lmfao"  
[X Link](https://x.com/acemoney21/status/1949323557240004988)  2025-07-27T04:18Z [----] followers, [--] engagements


"the chart that kills george robertson sleep schedule can someone make sure hes ok Bears are fresh out of resistance lines to draw. $NDX 😅 https://t.co/PtiC7u45cv Bears are fresh out of resistance lines to draw. $NDX 😅 https://t.co/PtiC7u45cv"  
[X Link](https://x.com/acemoney21/status/1949323965756768677)  2025-07-27T04:20Z [----] followers, [----] engagements


"@PharmD_KS @viversonit unlikely to pause til we have all the deals cemented into price and ur dreaming if u think this admin isnt getting eu / china inked soon"  
[X Link](https://x.com/acemoney21/status/1949324858447343898)  2025-07-27T04:23Z [----] followers, [--] engagements


"@AllinYourChart @hekyoda oh yeah sooooo bearish bro look at me im drawing squiggly lines and making nonsense assumptions yeah sub to my room. sickkkkk"  
[X Link](https://x.com/acemoney21/status/1949325688743329981)  2025-07-27T04:27Z [----] followers, [--] engagements


"@valuedrift idk. i dont like to assume. market is focused on earnings. focus on where market is focused. big tech and slew of eps this week. fomc prob nothing burger"  
[X Link](https://x.com/acemoney21/status/1949326250557706334)  2025-07-27T04:29Z [----] followers, [--] engagements


"@PharmD_KS @viversonit MSFT META will capex. almost certain of that. Y wld qra issuance skew long + not short w the curve this steep. fed not lowering rn if anything hes prob gonna talk about cutting in sept mayb he hawkier on the margin. uer spiking i got nada. a lot more eps too vs lowered #s"  
[X Link](https://x.com/acemoney21/status/1949330679625359394)  2025-07-27T04:47Z [----] followers, [---] engagements


"$OMEX $TMC WHY IT'S IMPORTANT President Donald Trump signed an executive order in late April aimed at boosting the deep-sea mining industry marking his latest attempt to boost U.S. access to nickel copper and other critical minerals used widely across the economy"  
[X Link](https://x.com/acemoney21/status/1949349696838754607)  2025-07-27T06:02Z [----] followers, [----] engagements


"KEY QUOTE The action aims to "unlock our vast offshore mineral resources and end our dangerous dependence on foreign supply chains" U.S. Interior Secretary Doug Burgum said. The order sought to jumpstart the mining of both U.S. and international waters as part of a push to"  
[X Link](https://x.com/acemoney21/status/1949349701620289896)  2025-07-27T06:02Z [----] followers, [---] engagements


"offset China's grip on the critical minerals industry. Deep-sea mining firm Impossible Metals said in mid-April that it asked U.S. federal officials to launch a commercial auction for access to deposits of nickel cobalt and other critical minerals off the coast of"  
[X Link](https://x.com/acemoney21/status/1949349704279486848)  2025-07-27T06:02Z [----] followers, [---] engagements


"@peonyKingOF @eliant_capital @ToomasTrades this is a 52M mkt cap company TMC = 3B cap MP = 11B cap June 1st CEO Gordon bot 365k shs at $1.04 June 4th company reported eps regained Nasdaq compliance rule as it held $1 for 10d consecutively & announced a $2M securities"  
[X Link](https://x.com/acemoney21/status/1949349712768667704)  2025-07-27T06:02Z [----] followers, [---] engagements


"purchase agmt not gonna sit here and say this stock has good fundamentals. the r/r is just so asymmetric if this executive order passes / gets legs as the US involvement in the minerals supply chain i mean take some clues from the WH contract with MP. wont be a winner takes"  
[X Link](https://x.com/acemoney21/status/1949349715864154449)  2025-07-27T06:02Z [----] followers, [---] engagements


"all game. we need minerals and yesterday. and as much of it as possible. deep seabed exploration is one way to ramp up copper cobalt nickel reserves. thru a mkt lens copper is +14% 1mo and +38% 6mo seems like this stock is a ticking time bomb saw some sweeps into the $1"  
[X Link](https://x.com/acemoney21/status/1949349718653354329)  2025-07-27T06:02Z [----] followers, [---] engagements


"strike all the way to $10 from Aug tenor all the way to Jan [----]. most of it is concentrated at the [--] or [--] delta calls. some psycho(s) still sitting in the $10C Jan2026 and all these creeps still sitting in OI tick tock fellas"  
[X Link](https://x.com/acemoney21/status/1949349721694245081)  2025-07-27T06:02Z [----] followers, [---] engagements


"@BickerinBrattle @fomos_cousin why would EUs von der leyen comment on it though. she is the face of EU. wouldnt she be the first to refute if wasnt real"  
[X Link](https://x.com/acemoney21/status/1949545597783994412)  2025-07-27T19:01Z [----] followers, [---] engagements


"@BenniKim right but now market can build on china for another 90d but i agree if mkt pricing in jpy and eu now then most of good news is in here"  
[X Link](https://x.com/acemoney21/status/1949573698979319844)  2025-07-27T20:52Z [----] followers, [---] engagements


"time to open some put spreads good prints being sold momentum and garbage is deflating its time. ill look to grab sept expo 630/610 PS tmw morning after FOMC / QRA"  
[X Link](https://x.com/acemoney21/status/1950292297230242017)  2025-07-29T20:28Z [----] followers, [----] engagements


"@VolSignals seems like this is the more impt chart right now in all those VIX seasonality charts that July has marked the seasonal low weve never had discretionary positioning in equities so low. feels like the main driver of mkt and EPS coming in better than their lowered expects"  
[X Link](https://x.com/acemoney21/status/1950408859677577470)  2025-07-30T04:11Z [----] followers, [---] engagements


"3 charts here that tell a story time to open some put spreads good prints being sold momentum and garbage is deflating its time. ill look to grab sept expo 630/610 PS tmw morning after FOMC / QRA time to open some put spreads good prints being sold momentum and garbage is deflating its time. ill look to grab sept expo 630/610 PS tmw morning after FOMC / QRA"  
[X Link](https://x.com/acemoney21/status/1950425559114068308)  2025-07-30T05:17Z [----] followers, [----] engagements


"first one is earnings. to me it looks like earnings are the in the drivers seat right now consumer confidence telling us that people learning to live w this inflation. my view is that it reaccelerates seriously in the back half but as of now its in that sweet spot where its a"  
[X Link](https://x.com/acemoney21/status/1950425565082558953)  2025-07-30T05:17Z [----] followers, [--] engagements


"positive for topline again good prints have been sold on a net basis. but weve also come up against a V shape recovery and sales have generally realized less than implied. so maybe can attribute that to profit taking more broadly or a little normalcy in price discovery"  
[X Link](https://x.com/acemoney21/status/1950425573769023588)  2025-07-30T05:17Z [----] followers, [--] engagements


"capex is moving higher. googl told us the beginning even tesla too meta msft and amzn likely will too. will be super impt to watch those reactions and read-thrus to see if bids across these names and their derivative spend beneficiaries hold second chart is @Globalflows"  
[X Link](https://x.com/acemoney21/status/1950425578521215411)  2025-07-30T05:17Z [----] followers, [--] engagements


"market pricing as long as JPow isnt an uber hawk (reason to believe he wont be given outside pressure and internal committee lean) market should look right past it and like every other FOMC the hedging we saw today across spooz lower vix and vvix higher all get unwound"  
[X Link](https://x.com/acemoney21/status/1950425585437782075)  2025-07-30T05:17Z [----] followers, [--] engagements


"today and market continues its grind higher barring no shit prints from the QCOM MSFT META ARM cohort aka thematic AI trade (semi data center energy) thats been putting wind in the sails of an expanding index multiple turn third chart (best for last) is what i think is the"  
[X Link](https://x.com/acemoney21/status/1950425588805566631)  2025-07-30T05:17Z [----] followers, [--] engagements


"getting real. these guys cant sit out for much longer and theyre all looking at the same seasonality charts and getting their tickets ready to buy dips. thats why i continue to think dips will be shallow. i think this last chart is the whole story right now. earnings up"  
[X Link](https://x.com/acemoney21/status/1950425595524829646)  2025-07-30T05:17Z [----] followers, [--] engagements


"against weakened expects 2Q/FY guides were given in april when no biz leader had certainty about the economic situation. all theyve gotten since is more clarity from the white house and im pretty sure capex continues to flow domestically and from foreign players into the USA"  
[X Link](https://x.com/acemoney21/status/1950425599345865081)  2025-07-30T05:17Z [----] followers, [--] engagements


"fed is *currently* a sideshow and positioning remains relatively neutral across managed money and systematics. eps should on net be beating here and the spx will look *less expensive* against loosening FCI and managers will have no choice but to realloc to that same country"  
[X Link](https://x.com/acemoney21/status/1950425602730721579)  2025-07-30T05:17Z [----] followers, [--] engagements


"they rushed to sell back in march/april capex budgets from the hyperscalers should drive semis bids. yes even more. even tho probably on its last leg in the interim. if youre gotten this far reading here. congrats. and with all that said i do notice what youre noticing"  
[X Link](https://x.com/acemoney21/status/1950425605964534196)  2025-07-30T05:17Z [----] followers, [--] engagements


"worth $82 or whatever the fuck. but i do have to say this is quite reminiscent of the way they played this out in Feb where internals started to weaken and it wasnt til NVDAs last hurrah at the EOFeb that they started taking down the index gut tells me thats how its going"  
[X Link](https://x.com/acemoney21/status/1950425612985798896)  2025-07-30T05:17Z [----] followers, [--] engagements


"to materialize this time too if at all September is a huge issuance month for IG paper which should marginally weigh on equities. and by that time well have July inflation (Aug reported) and coming up on Aug inflation (Sept reported) which may put the Fed in a rly tricky spot"  
[X Link](https://x.com/acemoney21/status/1950425616336994735)  2025-07-30T05:17Z [----] followers, [--] engagements


"if this inflation genie doesnt get absolutely crushed. oh and maybe the internals of the labor market continue to suck just a thought. thats also where all the skew is being worn right now too. take a look at sept / oct skew. that either ends up being correct and all that"  
[X Link](https://x.com/acemoney21/status/1950425619759534549)  2025-07-30T05:17Z [----] followers, [--] engagements


"left tail risk gets monetized (which again will act as natural support on a downdraft) and these *same managers* will and should be rushing into the mkt to get long to make up for the rally they completely missed out on beginning in April when Trump introduced the infamous 🌮"  
[X Link](https://x.com/acemoney21/status/1950425623396307404)  2025-07-30T05:18Z [----] followers, [--] engagements


"lmfao to guys that think the fed operates like this. no they dont surprise markets with cuts. unless in very unique situations. that is not this (tmw). get it together fella Call me crazy but I think the Fed may be cutting tomorrow. Those are wild odds https://t.co/vQAMSffZU1 Call me crazy but I think the Fed may be cutting tomorrow. Those are wild odds https://t.co/vQAMSffZU1"  
[X Link](https://x.com/acemoney21/status/1950427965386272877)  2025-07-30T05:27Z [----] followers, [---] engagements


"retweeting this cause im bored and bc i sent it at like 2am so many prob missed it [--] charts here that tell a story https://t.co/VeQRahC8tR [--] charts here that tell a story https://t.co/VeQRahC8tR"  
[X Link](https://x.com/acemoney21/status/1950573570964246930)  2025-07-30T15:05Z [----] followers, [---] engagements


"@TrendSpider yes Tsla"  
[X Link](https://x.com/acemoney21/status/1951346304413819157)  2025-08-01T18:16Z [----] followers, [---] engagements


"do yall remember if saas sentiment / px action was *this* bad this time last year i dont think it was. correct me if im wrong"  
[X Link](https://x.com/acemoney21/status/1951473720444461484)  2025-08-02T02:42Z [----] followers, [----] engagements


"@liensofnewyork never have those occurred outside of recession. not saying headed there. but it seems the fed has to get on the offensive here/need to chg their stance probably have to accept a 3% inflation rate instead of 2%"  
[X Link](https://x.com/acemoney21/status/1952207181375263005)  2025-08-04T03:17Z [----] followers, [---] engagements


"check out $AMRC similar upside like $AMSC funny the two tickers almost identical. very compelling story with customers being AI DCs military governments municipalities and +80% y/y growth in contractual backlog micro grid owner / operator america needs power & yesterday"  
[X Link](https://x.com/acemoney21/status/1952208558608519227)  2025-08-04T03:22Z [----] followers, [----] engagements


"@peonyKingOF heard of $CODI"  
[X Link](https://x.com/acemoney21/status/1953490489014919548)  2025-08-07T16:16Z [----] followers, [---] engagements


"@peonyKingOF isnt this a one size fits all kind of thing. were in such shortage. $codi intng af from this POV"  
[X Link](https://x.com/acemoney21/status/1953558909198705005)  2025-08-07T20:48Z [----] followers, [---] engagements


"@Investor_NICK_ what are these cunty fast fooders saying"  
[X Link](https://x.com/acemoney21/status/1953628164212806106)  2025-08-08T01:23Z [----] followers, [---] engagements


"@Globalflows what do you make of it just earnings repositioning and crowding into winners / leaving losers to rest ive always found that signals from sector specific divergences need to be measured vs macro and id argue this macro environment is super different from anything weve seen"  
[X Link](https://x.com/acemoney21/status/1953646371526905998)  2025-08-08T02:36Z [----] followers, [---] engagements


"prob the right decision idk when this sector bottoms at this point i guess i was just completely wrong and we probably need one good rinsing for the whole sector company by company as we go through earnings cant imagine what CRM is gonna do to this sector when they print lol general contra reporting for duty: dumped the basket for a loss tough general contra reporting for duty: dumped the basket for a loss tough"  
[X Link](https://x.com/acemoney21/status/1955096573660020875)  2025-08-12T02:38Z [----] followers, [----] engagements


"@lfg_cap its almost like the trading / investor base around it doesnt even care to defend these names tho. irrespective of numbers. weve seen that across ddog hubs mndy now"  
[X Link](https://x.com/acemoney21/status/1955096795563851872)  2025-08-12T02:39Z [----] followers, [---] engagements


"@PurpleDrink_LLC what r u long"  
[X Link](https://x.com/acemoney21/status/1955097059519758781)  2025-08-12T02:40Z [----] followers, [---] engagements


"@Dcpcooks whats ur view on path of cuts. 25bps 3x beginning in sept til eoy"  
[X Link](https://x.com/acemoney21/status/1956168160907796865)  2025-08-15T01:36Z [----] followers, [---] engagements


"@Dcpcooks head of our desk is SOFR guy. thinks we get [--] and done. feels consensus tho at this point my view is either 75bps of cuts potentially maybe a [--] at one meeting or just none at all would start another fire btwn WH + Fed (already one is lit tho)"  
[X Link](https://x.com/acemoney21/status/1956169386466689028)  2025-08-15T01:41Z [----] followers, [---] engagements


"@PegasusFund what a square bro"  
[X Link](https://x.com/acemoney21/status/1956176202890404236)  2025-08-15T02:08Z [----] followers, [--] engagements


"please reply if you have a good reason youre not subscribing to @pennycheck i wanna know why"  
[X Link](https://x.com/acemoney21/status/1956187988972724298)  2025-08-15T02:55Z [----] followers, [---] engagements


"the hero we need Debt Jesus https://t.co/k83BzMqhFT Debt Jesus https://t.co/k83BzMqhFT"  
[X Link](https://x.com/acemoney21/status/1956188088385830931)  2025-08-15T02:55Z [----] followers, [---] engagements


"@Investor_NICK_ being by water or seeing water is good for you"  
[X Link](https://x.com/acemoney21/status/1956911598041190716)  2025-08-17T02:50Z [----] followers, [---] engagements


"is pretty aware of september seasonality just a lot of confluence from all different parts of the market all at once if youre trading i think probably pays to be nimble or mentally set up for some volatility and think about how you want to handle that"  
[X Link](https://x.com/acemoney21/status/1957244140623679593)  2025-08-18T00:52Z [----] followers, [---] engagements


"@jeanbitc see u in [----] when they stop issuing stock capping the equity upside. enjoy your defi yield in the meantime 🤡"  
[X Link](https://x.com/acemoney21/status/1957651921352688063)  2025-08-19T03:52Z [----] followers, [--] engagements


"@EconstratPB another baiting tweet (Ruben). classic reminds me of the dude henrik zeberg i actually think henrik is in a league of his own wrt baiting. never seen anything like it"  
[X Link](https://x.com/acemoney21/status/1958388761563209767)  2025-08-21T04:40Z [----] followers, [---] engagements


"to long RTY if you see the market start pushing higher on the outcome how are people thinking about this/what are some things i am missing or that you all would add"  
[X Link](https://x.com/acemoney21/status/1958394617625514424)  2025-08-21T05:03Z [----] followers, [---] engagements


"@risktaker6666 tagging the israeli fixed income prop trader legend himself"  
[X Link](https://x.com/acemoney21/status/1958394774626742443)  2025-08-21T05:04Z [----] followers, [---] engagements


"@TiltFolio i think lean short russell honestly if youre taking view that rate cut odds drop off powell hawkishness rty prob gets merked"  
[X Link](https://x.com/acemoney21/status/1958676696498151506)  2025-08-21T23:44Z [----] followers, [--] engagements


"@Yam_Trades you mean 10/7 and i was SURE i was gonna be $POET and $NVX on this list today"  
[X Link](https://x.com/acemoney21/status/1975668228753068457)  2025-10-07T21:03Z [----] followers, [---] engagements


"@PurpleDrink_LLC the stock or the pizza cause the pizza is garbage"  
[X Link](https://x.com/acemoney21/status/1977805239932817786)  2025-10-13T18:34Z [----] followers, [---] engagements


"call me slim shady cause i still dont give a fuck"  
[X Link](https://x.com/acemoney21/status/316359492507955200)  2013-03-26T01:22Z [----] followers, [--] engagements

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