# ![@ackmeni Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1401090086.png) @ackmeni FinGenAi

FinGenAi posts on X about stocks, ai, flow, gold the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1401090086/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1401090086/c:line/m:interactions.svg)

- [--] Week [------] +32%
- [--] Month [------] +4%
- [--] Months [-------] +31%
- [--] Year [-------] +18%

### Mentions: [--] [#](/creator/twitter::1401090086/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1401090086/c:line/m:posts_active.svg)

- [--] Week [--] -16%
- [--] Month [---] +11%
- [--] Months [---] +53%
- [--] Year [-----] +20%

### Followers: [-----] [#](/creator/twitter::1401090086/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1401090086/c:line/m:followers.svg)

- [--] Week [-----] +0.92%
- [--] Month [-----] +4%
- [--] Months [-----] +21%
- [--] Year [-----] +63%

### CreatorRank: [---------] [#](/creator/twitter::1401090086/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1401090086/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  52.14% [stocks](/list/stocks)  27.35% [technology brands](/list/technology-brands)  18.8% [cryptocurrencies](/list/cryptocurrencies)  14.53% [currencies](/list/currencies)  8.55% [countries](/list/countries)  7.69% [exchanges](/list/exchanges)  5.13% [automotive brands](/list/automotive-brands)  4.27% [financial services](/list/financial-services)  2.56% [celebrities](/list/celebrities)  1.71%

**Social topic influence**
[stocks](/topic/stocks) 14.53%, [ai](/topic/ai) 12.82%, [flow](/topic/flow) 12.82%, [gold](/topic/gold) 11.11%, [crypto](/topic/crypto) 7.69%, [trade](/topic/trade) 7.69%, [strong](/topic/strong) 6.84%, [$nvda](/topic/$nvda) #1961, [$amzn](/topic/$amzn) #723, [money](/topic/money) 4.27%

**Top accounts mentioned or mentioned by**
[@chain_alphax](/creator/undefined) [@dampedspring](/creator/undefined) [@mthwa](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bitcoin (BTC)](/topic/bitcoin) [Apple, Inc. (AAPL)](/topic/$aapl) [Teradyne, Inc. (TER)](/topic/$ter) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/$tsla) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Mario Coin (COIN)](/topic/$coin) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Metadium (META)](/topic/$meta) [Limitus (LMT)](/topic/$lmt) [MACOM Technology Solutions Holdings, Inc (MTSI)](/topic/$mtsi) [ADAMANT Messenger (ADM)](/topic/$adm) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Advanced Micro Devices (AMD)](/topic/$amd) [Strategy (MSTR)](/topic/$mstr) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Cisco Systems Inc (CSCO)](/topic/$csco) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [McDonald's Corp (MCD)](/topic/$mcd) [Zebra Technologies Corp. (ZBRA)](/topic/$zbra) [GE Vernova Inc. (GEV)](/topic/$gev) [Cameco Corporation (CCJ)](/topic/$ccj) [Mastercard, Inc. (MA)](/topic/$ma) [NovaGold Resources Inc. (NG)](/topic/$ng) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [CACI INTERNATIONAL CLA (CACI)](/topic/$caci) [Boeing Co (BA)](/topic/$ba) [Elbit Systems Ltd (ESLT)](/topic/$eslt) [LS (LS)](/topic/$ls) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [Rubic (RBC)](/topic/$rbc) [Hexcel Corporation (HXL)](/topic/$hxl) [ParaZero Technologies Ltd. (PRZO)](/topic/$przo) [Unusual Machines, Inc (UMAC)](/topic/$umac) [AIRO Group Holdings, Inc.  (AIRO)](/topic/$airo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Burry vs. Palantir SG _/ In "Palantirs New Clothes: Foundry AIP & Failure of Reason" Burry compares Palantir in essence to fairy tale of the emperor with no clothes writing pointedly "Emperor Palantir has no clothes." His central thesis is: " $PLTR is not an #AI company.""  
[X Link](https://x.com/ackmeni/status/2022333720754319803)  2026-02-13T15:35Z [----] followers, [---] engagements


"J. P. Morgan's Top Sells (Latest 13F) $NVDA $MSFT $AAPL $AMZN $META $GOOGL $TSLA $MA"  
[X Link](https://x.com/ackmeni/status/2022440157614641609)  2026-02-13T22:38Z [----] followers, [---] engagements


"Hedge Fund Performance - October & YTD [----] Ernest 🏅 Top YTD Performer: Light Street Capital (+28.4%) 📈 Strong October Gains: D.E. Shaw Oculus (+5.3%) Rokos Capital (+3.8%) Amia Macro (+3.0%) 📉 Weakest Month: AG Capital (-1.9%) CFM Stratus (-1.3% _/ HF's did well in Oct"  
[X Link](https://x.com/ackmeni/status/1988611526505431087)  2025-11-12T14:15Z [----] followers, [---] engagements


"Citi bullish on Copper and Aluminum for [----] _/ Citi has buy ratings on Ivanhoe Mines Ltd. Agnico-Eagle Mines Ltd. First Quantum Minerals Ltd. and Novagold Resources Inc. $IVPAF $FQVLF $NG"  
[X Link](https://x.com/ackmeni/status/1996942845501231136)  2025-12-05T14:00Z [----] followers, [---] engagements


"Defense Tech Enabler [----] $BA $LMT $ESLT $TXT $LS $LHX $DRS $AXON $RTX $TDY $RBC $RTX $HXL $PRZO $DMV $SES $UMAC $TRMB $RRX $IPX $ONDS $DPRO $UAVS $OAR $AIRO $NOC $JOBY $ACHR $EH $EVTL $GD $BAH $CACI $PL $PBC $LDOS $CYBR https://www.moomoo.com/community/feed/trump-s-1-5t-defense-ask-fuels-drone-trade-115860117192710 https://www.moomoo.com/community/feed/trump-s-1-5t-defense-ask-fuels-drone-trade-115860117192710"  
[X Link](https://x.com/ackmeni/status/2010747564384248202)  2026-01-12T16:15Z [----] followers, [---] engagements


"Peripheral Plays on High Growth Semiconductor Sector BofA _/ "We highlight our favorite SMidcaps that could benefit from above-average sales / EPS growth catch-up potential and ongoing market rotation." $CRDO $MKSI $AEIS $TER $MTSI"  
[X Link](https://x.com/ackmeni/status/2014780337088561494)  2026-01-23T19:20Z [----] followers, [---] engagements


"Long Detroit Short Davos Hartnett Flow Show BofA 🧵 _/ Outperformance of small & mid cap continues into [----] driven by 3Ps - Positioning: $1.6tn inflow to large cap vs. S6.1bn outflow from small cap; - Price: long-term returns - Policy: reduce "price of money" via QE/YCC"  
[X Link](https://x.com/ackmeni/status/2015073460637372692)  2026-01-24T14:45Z [----] followers, [---] engagements


"Long Detroit Short Davos (part 3) Hartnett Flow Show BofA _/ ABB.Anything But Bonds _/ We think H2 2020s small/mid cap stocks and Emerging Markets new beneficiaries of ABB _/ Our fave beneficiaries of ABB in [----] are $GLD $GNR $EEM $MDY $IR"  
[X Link](https://x.com/ackmeni/status/2015434773175673318)  2026-01-25T14:41Z [----] followers, [---] engagements


"Bull & Bear Indicator Remains at Contrarian Hartnett BofA _/ Bull & Bear Indicator Rises to [---] on strong global stock index breadth long-only bull positioning (e.g record low 3.2% FMS cash level) & robust credit market technicals which offset global equity outflows"  
[X Link](https://x.com/ackmeni/status/2017261130264297547)  2026-01-30T15:38Z [----] followers, [---] engagements


"Week Ahead (February [--] - [--] 2026) GS _/ Monday Feb [--] [----] - : US ISM manf S&P Global manf PMI Eurozone HCOB Manf PMI Japan meeting minutes S&P Global manf PMI - : $APTV $DIS $IDXX $RVTY $TSN $DOC $DVA $FN $MTG $PLTR $RMBS $SPG $TER $WWD"  
[X Link](https://x.com/ackmeni/status/2018141675214995462)  2026-02-02T01:57Z [----] followers, [---] engagements


"Week Ahead (February [--] - [--] 2026) GS _/ Tuesday Feb [--] [----] - : US vehicle sales JOLTS job openings RBA rate decision - : WDC investor day $ADM $AME $ATI $BALL $BR $ETN $GWW $HLNE $MPC $MRK $PFE $PYPL $AMD $AMGN $CMG $SMCI $THG $TTWO "  
[X Link](https://x.com/ackmeni/status/2018688997778735295)  2026-02-03T14:12Z [----] followers, [---] engagements


"Private Credit Is Headed for a Software Shock _/ Private credit is now more exposed to #AI disruption with some 35% of PE portfolios facing heightened threats & S/W businesses owned by buyout firms are getting harder to sell due to investors only interested in AI-related stories"  
[X Link](https://x.com/ackmeni/status/2018906554935001201)  2026-02-04T04:36Z [----] followers, [---] engagements


"Week Ahead (February [--] - [--] 2026) GS _/ Thursday Feb [--] [----] - : US initial jobless claims ECB rate decision BOE rate decision. - : $AMZN $RBLX $COP $B $EL $SHEL $KKR $MTSI $DLR $MSTR $MTD $PCTY $PI $RDDT $REG $RGA $TEAM $UNM $VRSN "  
[X Link](https://x.com/ackmeni/status/2019422030022733948)  2026-02-05T14:45Z [----] followers, [---] engagements


"What's Behind #Bitcoin Crash L.F. Nunes _/ Coinbase Premium _/ Stablecoin Market Cap _/ The Basis Trade"  
[X Link](https://x.com/ackmeni/status/2019547123004633357)  2026-02-05T23:02Z [----] followers, [---] engagements


"US government can't tell banks to bail out Crypto Bessent Treasury Secretary"  
[X Link](https://x.com/ackmeni/status/2019557321593200889)  2026-02-05T23:42Z [----] followers, [---] engagements


"Short Thoughts Summary of Michael Burry _/ #Bitcoins decline may trigger a broader chain reaction. if the cryptocurrency drops another 10% firms like Strategy could face multibillion-dollar losses and lose access to capital markets. could force widespread treasury sell-offs"  
[X Link](https://x.com/ackmeni/status/2019573366131429764)  2026-02-06T00:46Z [----] followers, [---] engagements


"Bond markets split on FED policy uncertainty Nuveen _/ Fixed income markets diverged as FED held rates steady. Treasury curves steepened on the Warsh nomination while IG & high yield corporates retreated amid heavy supply. EM outperformed while Municipal bonds held steady "  
[X Link](https://x.com/ackmeni/status/2019582400309932463)  2026-02-06T01:22Z [----] followers, [---] engagements


"All of $MSTR $8.2 billion convertible debt is "out of money" _/ MSTR is under cash repayment pressures by [----] maturities of its convertible debt amid a #Bitcoin price plunge that triggered a $12.4 billion Q4 [----] loss & now amplifies unrealized losses exceeding $34 billion YTD"  
[X Link](https://x.com/ackmeni/status/2019608889067728950)  2026-02-06T03:07Z [----] followers, [---] engagements


"Week Ahead (February [--] - [--] 2026) GS _/ Friday Feb [--] [----] - : US nonfarm payrolls jobless rate University of Michigan consumer sentiment. - : Pre Open: $AMG $AN $BIIB $CBOE $CG $CNC $FRHC $KVUE $MKTX $NVT $PIPR $PM $ROIV $UI"  
[X Link](https://x.com/ackmeni/status/2019641433763061790)  2026-02-06T05:16Z [----] followers, [---] engagements


"Information scientific and technical services were the ones seeing unusually fast labor productivity growth as workers were saving the most time using #AI FT 👇 US industries in which people report Al is saving them more time have seen unusually high productivity growth"  
[X Link](https://x.com/ackmeni/status/2020495057988780040)  2026-02-08T13:48Z [----] followers, [---] engagements


"Long Main Street Short Wall Street Hartnett Flow Show BofA 🧵 _/ healthy and overdue unwind pullback _/ painful price collapse of Wall Street longs (Mag [--] crypto and precious metals) vs. shorts (small cap staples energy) driven by peak positioning liquidity & Politics"  
[X Link](https://x.com/ackmeni/status/2020510420528673069)  2026-02-08T14:49Z [----] followers, [---] engagements


"Charts 1: Long Main Street Short Wall Street Hartnett Flow Show BofA _/ Slumdog Billionaires _/ Bull & Bear Indicator at 9.6: triple overlap of 'peak positioning peak liquidity and peak inequality.' _/ Price collapse of Wall St longs vs. Wall St shorts _/ New world order"  
[X Link](https://x.com/ackmeni/status/2020512392036089897)  2026-02-08T14:57Z [----] followers, [---] engagements


"Charts 2: Long Main Street Short Wall Street Hartnett Flow Show BofA _/ Stagflation winers = real assets _/ Biggest outflow from Crypto since Nov'25 _/ 2020's Flows to know _/ Biggest weekly inflow ever to South Korea"  
[X Link](https://x.com/ackmeni/status/2020514559799205921)  2026-02-08T15:06Z [----] followers, [---] engagements


"White House will hold a second Stablecoin regulation meeting Tuesday bringing together #Crypto firms banks & policy staff _/ Core Problem is Stablecoin yields as Banks say it risks pulling liquidity from traditional markets while crypto firms say rules slow innovation. #Bitcoin"  
[X Link](https://x.com/ackmeni/status/2020641287234539670)  2026-02-08T23:29Z [----] followers, [---] engagements


"Central banks - particularly in EM's like China India and Turkey - have significantly increased their #Gold holdings _/ meantime White House says it wants a strong USD yet Investors are still keeping their distance. 👇 Gold Has Overtaken the US Dollar in Central Bank Reserves"  
[X Link](https://x.com/ackmeni/status/2020644401308131482)  2026-02-08T23:42Z [----] followers, [---] engagements


"Earnings for the week of February ( 9-13 2026) _/ Monday Feb [--] [----] $CLF $ON $PGY $AMKR $APO $OPEN $MNDY $SVM $KD $CNA $SBH $AVXL $DT $PNNT $MEDP $GT $ACGL $SSD $UPWK"  
[X Link](https://x.com/ackmeni/status/2020856561954885875)  2026-02-09T13:45Z [----] followers, [---] engagements


"Prime Minister Sanae Takaichi pulled off a landslide win _/ Takaichi's approval rating around 70% _/ Nationalistic tone _/ Conservative shift "has brought back a lot of voters _/ Popular with younger voters https://asia.nikkei.com/politics/japan-election/what-now-for-takaichi-post-election-5-things-to-know https://asia.nikkei.com/politics/japan-election/what-now-for-takaichi-post-election-5-things-to-know"  
[X Link](https://x.com/ackmeni/status/2020864218589700175)  2026-02-09T14:15Z [----] followers, [---] engagements


"#AI Semis Ecosystem _/ Equipment: $ASML $AMAT $LRCX $KLAC $TER $NVMI. _/ Compute: $NVDA $AMD $AVGO $MRVL. _/ Memory and Storage: $MU $WDC $STX $SNDK. _/ Interconnect: $AVGO $COHR $ALAB. _/ OEMs and ODMs: $DELL $SMCI $CLS $HPE. https://www.moomoo.com/community/feed/ai-semiconductors-in-2026-peak-boom-before-the-shakeout-115700244938758 https://www.moomoo.com/community/feed/ai-semiconductors-in-2026-peak-boom-before-the-shakeout-115700244938758"  
[X Link](https://x.com/ackmeni/status/2020917201604383108)  2026-02-09T17:46Z [----] followers, [---] engagements


"Earnings for the week of February ( 9-13 2026) _/ Tuesday Feb [--] [----] - : $COKE $CVS $SPOT $DOG $FISV $SPGI $AZN $RACE $OSCR $MAR $HOOD $FIRE $LYFT $F $UPST $GILD $NET $EW $E $AIG $ZG"  
[X Link](https://x.com/ackmeni/status/2021224352033751439)  2026-02-10T14:06Z [----] followers, [---] engagements


"White House meeting (RN) could unfreeze the #Crypto Clarity . _/ while total #stablecoin market capitalization and average supply stands at $267.5B which represents a decline of about $40.7B from last week's peak of $308.2 billion a drop of -13.2%. https://x.com/ackmeni/status/2020641287234539670s=20 White House will hold a second Stablecoin regulation meeting Tuesday bringing together #Crypto firms banks & policy staff _/ Core Problem is Stablecoin yields as Banks say it risks pulling liquidity from traditional markets while crypto firms say rules slow innovation. #Bitcoin"  
[X Link](https://x.com/ackmeni/status/2021281194940473702)  2026-02-10T17:52Z [----] followers, [---] engagements


"Bayes & Base Rates Mauboussin MS _/ GenAI has spawned a series of opportunities & challenges for investors _/ To process these info one approach is to mimic math of Bayes by starting with an initial belief & updating that belief as new results appear. https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_bayesandbaserates_ltr.pdf1770752009602 https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_bayesandbaserates_ltr.pdf1770752009602"  
[X Link](https://x.com/ackmeni/status/2021310114079129707)  2026-02-10T19:47Z [----] followers, [---] engagements


"Earnings for the week of February ( 9-13 2026) _/ Wednesday Feb [--] [----] - : Revised Unemployment Rate Change in Private Payrolls Change in Nonfarm Payrolls. - : $SHOP $APP $VRT $ALB $U $AEL $CSCO $HUM $QS $KHC $HUBS $TMUS $GFS $MCD $NETS"  
[X Link](https://x.com/ackmeni/status/2021391553651147051)  2026-02-11T01:11Z [----] followers, [---] engagements


"Today's White House meeting on the Clarity Act didn't produce the hoped-for compromise with sources saying the bankers arrived with a "principles" document calling for a total ban on "stablecoin yield". https://www.coindesk.com/policy/2026/02/10/crypto-s-banker-adversaries-didn-t-want-to-deal-in-latest-white-house-meeting-on-bill https://www.coindesk.com/policy/2026/02/10/crypto-s-banker-adversaries-didn-t-want-to-deal-in-latest-white-house-meeting-on-bill"  
[X Link](https://x.com/ackmeni/status/2021396974784946635)  2026-02-11T01:32Z [----] followers, [---] engagements


"Global Macro Insights Franklin Templeton _/ Global growth showed modest improvement in January though elevated uncertainty persists amid geopolitical tensions trade policy developments and pending US legal decisions on tariff authority. _/ Global growth remains resilient"  
[X Link](https://x.com/ackmeni/status/2021575379819942142)  2026-02-11T13:21Z [----] followers, [---] engagements


"U.S. payrolls rose by [------] in January more than expected. _/ Unemployment rate at 4.3% #JobsReport"  
[X Link](https://x.com/ackmeni/status/2021580156494590152)  2026-02-11T13:40Z [----] followers, [----] engagements


"$BABA launches new #AI Model to power Robots _/ AI model called RynnBrain is designed to power robots and help them understand their physical surroundings. _/ $TSLA (Optimus) is also active in this space. _/ $NVDA calling the space "a multitrillion-dollar growth opportunity.""  
[X Link](https://x.com/ackmeni/status/2021594012830904560)  2026-02-11T14:35Z [----] followers, [---] engagements


"Cross Asset Performances YTD Nomura _/ #Gold and #Silver are both up YTD despite wild swings _/ Oil outperformed aided by GEO risk premiums _/ FX: dollar diversification benefiting AUD NOK BRL NZD _/ Equities: EM outperformance stands out (Korea Brazil) + Japan's NKY & TPX"  
[X Link](https://x.com/ackmeni/status/2021660956020158665)  2026-02-11T19:01Z [----] followers, [---] engagements


"Earnings for the week of February ( 9-13 2026) _/ Thursday Feb [--] [----] - : Initial Jobless Claims existing home sales. - : $COIN $AMAT $NBIS $MLCO $PINS $BN $HMW $CROX $ZTS $ZBRA $PCG $BIRK $RIVN $FROG $TOST $DKNG $EXPE $BROS"  
[X Link](https://x.com/ackmeni/status/2021834961259835542)  2026-02-12T06:33Z [----] followers, [---] engagements


"Meta Auditor EY Raised Red Flag on Data-Center Accounting wsj _/ $META's auditor Ernst & Young raised a red flag over the financial engineering Meta used to keep a $27 billion data-center project off its balance sheet . EY flagged it as a "critical audit matter.""  
[X Link](https://x.com/ackmeni/status/2021976040814559664)  2026-02-12T15:53Z [----] followers, [---] engagements


"Coinbase says users won't be able to buy sell or transfer #Crypto _/ Coinbase has experienced intermittent outages where users reported being unable to buy sell or transfer crypto intermittent outages . These issues including in some cases displaying a zero balance. $COIN"  
[X Link](https://x.com/ackmeni/status/2022024587329081516)  2026-02-12T19:06Z [----] followers, [---] engagements


"Deflation is coming Cathie Wood"  
[X Link](https://x.com/ackmeni/status/2022318936138878986)  2026-02-13T14:36Z [----] followers, [---] engagements


"Walmart has the highest P/E among these Mega Caps $WMT: [-----] $AAPL: [-----] $GOOGL: [-----] $AMZN: [-----] $MSFT: [-----] $NVDA: [-----] - Walmart worst shopping experience in U.S. has the highest P/E 🤣 chart: Charlie Bilello"  
[X Link](https://x.com/ackmeni/status/2022322963698356242)  2026-02-13T14:52Z [----] followers, [---] engagements


""We Are Not Alone": David Grusch full interview https://x.com/HighlyRetired/status/1668087118550163456/video/1 https://x.com/HighlyRetired/status/1668087118550163456/video/1"  
[X Link](https://x.com/anyuser/status/1668148960668819456)  2023-06-12T06:51Z [----] followers, 18.5K engagements


"The market has by no means "relaxed" GS _/ Nasdaq put-call skew for example Even with the rally from the recent lows put-call skew is still near levels not seen since the liberation day drawdown last year. 👇 Nasdaq Skew"  
[X Link](https://x.com/ackmeni/status/2021983742483722317)  2026-02-12T16:24Z [----] followers, [---] engagements


"Bull & Bear Indicator Remains at Contrarian  Hartnett BofA _/ Bull & Bear Indicator Dips to [---]. Removal of sell signal requires [--] conditions: - significant recovery in cash levels - large short-covering in bonds - reduction of technology stock positions to neutral"  
[X Link](https://x.com/ackmeni/status/2022313147613495577)  2026-02-13T14:13Z [----] followers, [---] engagements


"Disinflation in the real world and inflation in asset prices GS _/ Equities have been one of the better performing assets EU equities have done pretty well also despite actually very poor underlying growth 👇 Dispersion between asset price inflation & 'real economy' inflation"  
[X Link](https://x.com/ackmeni/status/2022420474849038704)  2026-02-13T21:19Z [----] followers, [---] engagements


"Henry Ford's Energy Dollar Circa Dec [--] [----] _/ Under the "new currency system a certain amount of energy exerted for one hour would be equal to one dollar." in essence he would replace #Gold with Energy"  
[X Link](https://x.com/ackmeni/status/2022445491158684037)  2026-02-13T22:59Z [----] followers, [---] engagements


"1st documented case of #AI agent purchasing credits autonomously _/ An OpenClaw AI agent spawned a child bot on a VPS provisioned via BLT bought its offspring AI API access using its own crypto wallet without a human touching credit card or saying yes. https://theinnermostloop.substack.com/p/welcome-to-february-13-2026 https://theinnermostloop.substack.com/p/welcome-to-february-13-2026"  
[X Link](https://x.com/ackmeni/status/2022513643716485345)  2026-02-14T03:30Z [----] followers, [---] engagements


"Bull & Bear Indicator Remains at Contrarian  Hartnett BofA _/ Bull & Bear Indicator Rises to [---] on strong inflows to tech & high-yield bond funds record-low FMS cash strong global stock index breath offset by EM debt outflows HFs cutting Gold longs & VIX shorts"  
[X Link](https://x.com/ackmeni/status/2019788464536109072)  2026-02-06T15:01Z [----] followers, [---] engagements


"Stocks near ATH $XOM $JNJ $BAC $CAT $CSCO $MCD $GEV $ITX $GILD $TD $ABBN $ENR $ADI $IBE $HON $LMT $IBKR"  
[X Link](https://x.com/ackmeni/status/2021239978383053166)  2026-02-10T15:08Z [----] followers, [---] engagements


"Earnings for the week of February ( 9-13 2026) _/ Friday Feb [--] [----] - : CPI - $MRNA $WEN $CCJ $AAP $ENB $SXT $MGA $TRP $ESNT"  
[X Link](https://x.com/ackmeni/status/2022309758351581566)  2026-02-13T13:59Z [----] followers, [---] engagements


"Coinbase says users won't be able to buy sell or transfer #Crypto _/ Coinbase has experienced intermittent outages where users reported being unable to buy sell or transfer crypto . These issues including in some cases displaying a zero balance. $COIN"  
[X Link](https://x.com/ackmeni/status/2022029127130468685)  2026-02-12T19:24Z [----] followers, [---] engagements


"Elon Musk sees deflation coming Prices collapse hard _/ #AI and Robotics arent generating growth. Theyre destroying the scarcity framework economics depends on. It will hit us like a supersonic tsunami. _/ GDP metrics are already meaningless. - stagflation short term"  
[X Link](https://x.com/ackmeni/status/2022834991265382823)  2026-02-15T00:46Z [----] followers, [---] engagements


"Long BIG Hartnett Flow Show BofA _/ biggest inflows to US equity funds in'25 _/ huge 2-week buying of stocks by private clients _/ for every $100 of inflows into US equity funds since US election $1 of outflows _/ foreigners selling but after accumulating $16tn in US stocks"  
[X Link](https://x.com/ackmeni/status/1903733909541486898)  2025-03-23T09:01Z [----] followers, [---] engagements


"Top [--] Trade Ideas RBC _/ Top [--] stock selections in Q3/25 were Barrick (+58%) EDP Renovaveis (+18%) and GE Vernova (+16%). Since inception of our quarterly list at YE2019 the Top [--] has delivered a total compound annual return of +14.7% above the benchmark at +12.7% "  
[X Link](https://x.com/ackmeni/status/1974107057185042516)  2025-10-03T13:39Z [----] followers, [---] engagements


"Sanaenomics Bringing Abenomics Back into the Fray Nomura _/ Takaichi win sent jolts through market. Nikkei surged during Monday trading along with long-end JGB yields while JPY weakened vs. USD. 👇 expectations of BoJ interest rates before & after LDP leadership elections"  
[X Link](https://x.com/ackmeni/status/1977012210829570254)  2025-10-11T14:03Z [----] followers, [---] engagements


"Metal demands of the energy transition and tight supplies have turned mining stocks into a must hold for investors BBG _/ Miners and Copper 👇 Copper price is hinting at further mining sector bounce"  
[X Link](https://x.com/ackmeni/status/1995154684131291326)  2025-11-30T15:35Z [----] followers, [---] engagements


"Miners are part of short-cycle cohort sensitive to PMI readings (Anglo American Boliden Glencore KGHM Voestalpine) BBG _/ Industrial metals momentum remains strong implying further EPS upgrades Sector offers optionality to China supply-side stimulus & short-cycle pick up"  
[X Link](https://x.com/ackmeni/status/1995517819212210637)  2025-12-01T15:38Z [----] followers, [---] engagements


"US Equity Strategy Year Ahead BofA _/ [----] Year Ahead: All bulled up and no place to go _/ Strong earnings modest returns: S&P [---] to [----] in '26 _/ CapexConsumption; _/ #Al air pocket ahead but this isn't [----] _/ Credit cycle feels near but private hit harder than public"  
[X Link](https://x.com/ackmeni/status/2003109701865935066)  2025-12-22T14:25Z [----] followers, [---] engagements


"Best ETFs when Fed lowers rates Bankrate - iShares 20+ Year Treasury Bond ETF $TLT - Gs Access Treasury 0-1 Year ETF $GBIL - iShares 10+ Year Investment Grade Corporate Bond ETF $IGLB - Global X U.S. Preferred ETF $PFFD - Virtus Infracap REIT Preferred ETF $PFFR"  
[X Link](https://x.com/ackmeni/status/1820574433838563759)  2024-08-05T21:35Z [----] followers, [---] engagements


"April 2nd new Tariff policy if implemented could be a game changer and has the potential to create significant ripples in global trade dynamics Kepler 👇 Long/Short Investment trade ideas - long: $NUE $PGE - short: $GM $F $AAPL $ADM"  
[X Link](https://x.com/ackmeni/status/1903385933518630947)  2025-03-22T09:59Z [----] followers, [---] engagements


"I almost fell off my chair: Investors lose billions on meme stocks as 'pump and dump scams multiply _/ [--] Nasdaq Microcap stocks (Concorde Ostin Top KingWin Skyline Builders Everbright Park Ha and Pheton) all dropped 80% over a few trading sessions. https://www.msn.com/en-gb/money/other/investors-lose-billions-on-us-penny-stocks-as-pump-and-dump-scams-multiply/ar-AA1KHLqAocid=finance-verthp-feeds https://www.msn.com/en-gb/money/other/investors-lose-billions-on-us-penny-stocks-as-pump-and-dump-scams-multiply/ar-AA1KHLqAocid=finance-verthp-feeds"  
[X Link](https://x.com/ackmeni/status/1957620546411331949)  2025-08-19T01:48Z [----] followers, [---] engagements


"Top [--] U.S. trade ideas for 4Q25 BofA _/ Buy List - Amazon $AMZN - Gitlab $GTLB - ITT Inc $ITT - Generac $GNRC - NVR Inc $NVR - SharkNinja Inc $SN - Dycom Industries $DY - Tradeweb Markets $TW _/ Underperforms List - MarketAxess $MKTX - Illumina $ILMN"  
[X Link](https://x.com/ackmeni/status/1974104535733055518)  2025-10-03T13:29Z [----] followers, [----] engagements


"S&P [---] Heat Map _/ Stocks Plunge further AH as U.S. confirms 100% Tariffs on China _/ Volatility $VIX: $21.66 +5.23 +(31.83%) _/ #Gold: $4035.50 +62.90 +(1.58%) _/ $BTC: $112039.97 [--------] (-7.75%) _/ #Oil: $58.24 [-----] (-5.32%)"  
[X Link](https://x.com/ackmeni/status/1976764918142845029)  2025-10-10T21:40Z [----] followers, [----] engagements


"Retail In Charge Dumb money Still triumphant _/ Is U.S. stock market in a bubble _/ For US retail investors the SoFi Social [--] ETF consists of top [--] holdings of clients of SoFi a brokerage primarily serving US customers. 👇 Smart money vs. dumb money https://www.acadian-asset.com/investment-insights/owenomics/dumb-money-triumphantutm_medium=email&utm_source=pardot&utm_campaign=owenomics_dumb_money_triumphant&utm_content= https://www.acadian-asset.com/investment-insights/owenomics/dumb-money-triumphantutm_medium=email&utm_source=pardot&utm_campaign=owenomics_dumb_money_triumphant&utm_content="  
[X Link](https://x.com/ackmeni/status/1986118834642911246)  2025-11-05T17:10Z [----] followers, [---] engagements


"Is credit and government debt a risk GS _/ Corporate debt markets are stressed by the immense borrowing needs necessary for data centre buildouts which is why I keep careful track of Oracle Corps credit default swap values. https://www.gspublishing.com/content/research/en/reports/2025/12/18/21ae60e7-6aa4-4e4c-a60a-0fa1a7d36300.pdf https://www.gspublishing.com/content/research/en/reports/2025/12/18/21ae60e7-6aa4-4e4c-a60a-0fa1a7d36300.pdf"  
[X Link](https://x.com/ackmeni/status/2004959742469541902)  2025-12-27T16:57Z [----] followers, [---] engagements


"98% of international internet traffic flows through undersea cables around [---] million kilometers"  
[X Link](https://x.com/anyuser/status/1627493418216882177)  2023-02-20T02:20Z [----] followers, [---] engagements


"#Japan's [---] magnitude earthquake in [----]. Do you see a difference between a country that follows building code and others like Turkey and Iran"  
[X Link](https://x.com/anyuser/status/1629134946479783938)  2023-02-24T15:03Z [----] followers, [----] engagements


""Next Great Bull Markets Starts After The Next Recession When The Fed Is Forced To Bail Out The US" Michael Hartnett BofA"  
[X Link](https://x.com/anyuser/status/1629529254915641344)  2023-02-25T17:10Z [----] followers, [----] engagements


""The End Of The Bear Market Will Coincide With A Credit Event" Michael Hartnett BofA"  
[X Link](https://x.com/anyuser/status/1631828022709075968)  2023-03-04T01:24Z [----] followers, [----] engagements


"Charles Schwab $SCHW drop not related to SVB. JPMorgan was managing a block trade worth about $650 million on Thursday before the market opened. deal traded into an awful session. case of bad timing for buyers behind a large block trade in brokerage. http://tinyurl.com/3jexdcrk http://tinyurl.com/3jexdcrk"  
[X Link](https://x.com/anyuser/status/1634674159648395265)  2023-03-11T21:54Z [----] followers, 12.8K engagements


"@dampedspring Not bullish IMO. if history repeats SPX to retest October lows"  
[X Link](https://x.com/anyuser/status/1645546346047475714)  2023-04-10T21:56Z [----] followers, [----] engagements


"Elon Musk FULL interview with CNBC 5/16/2023"  
[X Link](https://x.com/anyuser/status/1658904003953188864)  2023-05-17T18:35Z [----] followers, [----] engagements


"Hartnett BofA _/Fade SPX @ [----] _/AI baby bubble pumping stocks "We don't advise chasing bubble in 23" _/7 US Tech stocks (up 61%) trading on 30x PE vs 17x for rest of S&P _/would be so on-brand for stocks to meltup into recession suck em all in right before hard landing"  
[X Link](https://x.com/anyuser/status/1659925215080742912)  2023-05-20T14:13Z [----] followers, [----] engagements


"AI (Baby Bubble) Fade SPX @ [----] Michael Hartnett BofA"  
[X Link](https://x.com/anyuser/status/1660311879296905216)  2023-05-21T15:49Z [----] followers, [----] engagements


"AI frenzy Michael Hartnett BofA"  
[X Link](https://x.com/anyuser/status/1665010459530117120)  2023-06-03T15:00Z [----] followers, [----] engagements


"Bubbles Bubbly & Pivot Back to The Hikes Michael Hartnett BofA"  
[X Link](https://x.com/anyuser/status/1667179145460056066)  2023-06-09T14:37Z [----] followers, [----] engagements


"Investors Are Making Two Key Assumptions That May Be At Risk Mike Wilson MS"  
[X Link](https://x.com/anyuser/status/1668138165981548544)  2023-06-12T06:08Z [----] followers, [----] engagements


""Us Bears Have Been Wrong But It Feels Like A Combo Of [----] And 2008: Big Rally Before Big Collapse" Michael Hartnett BofA"  
[X Link](https://x.com/anyuser/status/1670115044850552832)  2023-06-17T17:03Z [----] followers, [----] engagements


"#OceanGate #Titan submarine #imploded near the wreckage of the Titanic The US Coast Guard confirms. All [--] onboard have died and families notified. https://x.com/stonking/status/1671962143023939585/video/1 https://x.com/stonking/status/1671962143023939585/video/1"  
[X Link](https://x.com/anyuser/status/1671983164473081857)  2023-06-22T20:47Z [----] followers, 23K engagements


""David Lochridge the engineer who refused to greenlight the sub #Titan due to safety concerns was fired by #OceanGate after he noticed the viewport was only certified to go [----] meters not 4000." @_Mthwa As Engineer I am speechless but not surprised"  
[X Link](https://x.com/anyuser/status/1671989915725492228)  2023-06-22T21:13Z [----] followers, [----] engagements


"Strong inflows over the past eight weeks into Tech ($1.8 billion in the week to July [--] alone) and record selling of U.S. Treasury bills is 'contrarian bearish' much like the risk-off record weekly inflow into T-bills that had been recorded last March. Michael Hartnett BofA"  
[X Link](https://x.com/anyuser/status/1682407874486497285)  2023-07-21T15:11Z [----] followers, [---] engagements


"No Mr. Bond I expect you to die (part1) Michael Hartnett BofA"  
[X Link](https://x.com/anyuser/status/1692416356325732465)  2023-08-18T06:01Z [----] followers, [---] engagements


"Parrots are considered to be the world's smartest bird. known for its remarkable problem-solving and cognitive abilities"  
[X Link](https://x.com/anyuser/status/1698405185431965778)  2023-09-03T18:38Z [----] followers, [----] engagements


"Who Ate All The Buys (part 1) Michael Hartnett BofA"  
[X Link](https://x.com/anyuser/status/1705225757382099455)  2023-09-22T14:21Z [----] followers, [----] engagements


"Fade S&P [---] $SPX rally above 4550" Michael Hartnett BofA _/ The S&P 500s recent low reached on Oct. [--] has been followed by an epic risk rally fade it"  
[X Link](https://x.com/anyuser/status/1725523561459421548)  2023-11-17T14:37Z [----] followers, [----] engagements


"If Stocks were the Super Bowl Michael Hartnett BofA 🧵"  
[X Link](https://x.com/anyuser/status/1755962477026922796)  2024-02-09T14:30Z [----] followers, [----] engagements


"AI Growth as Magic Sauce for Stock Michael Hartnett BofA 🧵"  
[X Link](https://x.com/anyuser/status/1761087471578951823)  2024-02-23T17:55Z [----] followers, [----] engagements


"Autonomous Weeding Robot _/ This Robot by EcoRobotix uses Computer Vision/Machine Learning/sensors to manages weeds on farms. _/ It is Solar powered and can run for [--] hours pulling weeds. _/ Could make GMO a thing of the past"  
[X Link](https://x.com/anyuser/status/1770240943373144179)  2024-03-20T00:08Z [----] followers, [----] engagements


"US Tech Returns Are Being Driven by P/Es Bloomberg _/ Revenues' contribution is dwindling towards zero. _/ Tech is reliant on investors' expectations becoming further distant from price. _/ Multiple's contribution to tech returns is edging towards levels of tech bubble in 2000"  
[X Link](https://x.com/anyuser/status/1775512216395272436)  2024-04-03T13:14Z [----] followers, [----] engagements


"Anything-But-Bond Michael Hartnett BofA 🧵 _/ anything-but-bond trade will play out for the remainder of the year. _/ buy any dip in bond prices _/ sell the first cut for stocks _/ value over growth stocks as market breadth improves could be the next pain trade"  
[X Link](https://x.com/anyuser/status/1796805306682679483)  2024-06-01T07:25Z [----] followers, [----] engagements


"Long the Long Bond Hartnett Flow show BofA 🧵 _/ Traders flocking to risky stocks as Fed Rate Cut looms. _/ All BOA clients are in T-Bills none are in Bonds. _/ Small caps REITs emerging-market stocks and the UKs FTSE [---] Index benefit as policymakers get closer to easing"  
[X Link](https://x.com/anyuser/status/1812117801446113649)  2024-07-13T13:32Z [----] followers, [----] engagements


"The Prime of Strife Michael Hartnett BofA 🧵 _/ Market Selloff Yet to Breach Key Levels _/ painfully (biggest FX carry-trade loss since Mar'20) _/ Wall St has now stopped BoJ hiking. _/ Wall St's goal now appears to be bossing the Fed into big rate cuts. _/ sell the 1st cut"  
[X Link](https://x.com/anyuser/status/1821905351694074168)  2024-08-09T13:44Z [----] followers, [----] engagements


"Inflows to Humans (almost) Michael Hartnett BofA 🧵 _/ Money continues to pour into stocks _/ Green shoots in mortgage refinancing _/ first signs drop in yields boosting animal spirits _/ monetary policy most "restrictive" since Oct'08. _/ smallest outflow from active funds"  
[X Link](https://x.com/anyuser/status/1824946194138956274)  2024-08-17T23:07Z [----] followers, [---] engagements


"Bayesian sailing ship overwhelmed by the storm. All aboard are presumed dead. - video of Bayesian sailing ship taken by surveillance cameras of a house in Porticello. it shows light of the mast swinging moving and then disappearing as superyacht is swallowed up by the storm"  
[X Link](https://x.com/anyuser/status/1826014088809558062)  2024-08-20T21:50Z [----] followers, 12.2K engagements


"Peter Navarro for senior counselor on trade and manufacturing "to push Trumps trade agenda" - "his extensive Policy analytic and Media skills - 25% tariffs on all goods from Canada and Mexico and ramp up tariffs on China with an executive order signed on Day 1"  
[X Link](https://x.com/anyuser/status/1864350032113356835)  2024-12-04T16:44Z [----] followers, [---] engagements


"Robotics related companies to keep in mind $RR $PDYN $SERV $TSLA $TER _/ Robotic Process Automation $ROK $PATH $ZBRA $GCGNX $PEGA $MYO _/ Robot Software $NVDA $PTC $PDYN $MOB $QCOM _/ Logistics Robot $AMZN $SYM $SERV $ATS $GFAI"  
[X Link](https://x.com/anyuser/status/1876291998736671222)  2025-01-06T15:37Z [----] followers, [----] engagements


"Playbook Hartnett Flow Show BofA 🧵 _/ elevated bond yields and a strong USD will compel Federal Reserve to adopt a clearly hawkish stance _/ pressure on equities - mellow on tariffs - flip BIG. _/ long positions in Bonds with 5% yields international equities & Gold"  
[X Link](https://x.com/anyuser/status/1877878979946025108)  2025-01-11T00:43Z [----] followers, [----] engagements


"Charts1: Playbook Hartnett Flow Show BofA _/ Macro/market cycle has shifted from "recovery to boom _/ Happy bonds needed for happy stocks in [----] _/ BofA Bull & Bear Indicator Rises to [---] from [---] _/ Biggest inflow to cash since Apr [--] Money market fund flows"  
[X Link](https://x.com/anyuser/status/1877881673641267573)  2025-01-11T00:54Z [----] followers, [---] engagements


"The Flow Show Hartnett BofA 🧵 _/ Long commodities. _/ Long homebuilders (XHB) utilities (XLU) financials (XLF) & REITs. _/ Long international equities Europe China EM on easing Geo risks. _/ Gold Oil as Russia/Ukraine/Middle East geopolitics flip from war to peace"  
[X Link](https://x.com/anyuser/status/1880704023881470105)  2025-01-18T19:49Z [----] followers, [---] engagements


"Year of Bonds & International Hartnett Flow Show BofA 🧵 _/ US government recession has started after 5-year fiscal binge _/ EU/UK = staggering fiscal excess; meantime in the US DOGE =new fiscal austerity in US; _/ German bund yields to trade above US Treasury by year-end"  
[X Link](https://x.com/anyuser/status/1898709384882180191)  2025-03-09T12:16Z [----] followers, [----] engagements


"Charts: Year of Bonds & International Hartnett Flow Show BofA _/ BofA Bull & Bear Indicator remains at [---] signal is Neutral. _/ The Asset Class Quilt of Total Returns Gold on Top _/ 18: GWIM equity allocation at 63% / Private clients bought loan HY and IG bond ETFs"  
[X Link](https://x.com/anyuser/status/1898712294332178488)  2025-03-09T12:27Z [----] followers, [---] engagements


"Its The Economy Hartnett Flow Show BofA 🧵 _/ long Bonds International Gold in [----]. _/ big cyclical peaks in Treasury yields US dollar stocks crypto. _/ this is a correction not a bear market in US stocks"  
[X Link](https://x.com/anyuser/status/1900478912314167685)  2025-03-14T09:27Z [----] followers, [----] engagements


"The "Basis Trade" Spooking the Market _/ There is now a $1.1 trillion notional short position in US Treasury futures. _/ We just all assume the FED will be there to clean up the mess when it unwinds as it partially did during the yen carry trade rout"  
[X Link](https://x.com/anyuser/status/1909993819216724147)  2025-04-09T15:36Z [----] followers, [---] engagements


"US Exceptionalism to US Repudiation Hartnett Flow Show BofA 🧵 _/ "We sell-the-rips long US2Y short S&P till FED cuts _/ SPX at 4.8k is right level to buy risk assets if policy panic makes recession short/shallow. _/ SPX valuation floor of 20x is now the new ceiling"  
[X Link](https://x.com/anyuser/status/1911041159197053155)  2025-04-12T12:58Z [----] followers, [----] engagements


"AprilGlobal Fund Manager Survey: The Bear Necessities Hartnett BofA _/ Record number of FMS global investors intending to cut US equities _/ 49% say "hard landing" 37% "soft landing" 3% "no landing" _/ Inflation expectation highest since Jun'21 _/ US Dollar depreciation exp"  
[X Link](https://x.com/anyuser/status/1912103755652153429)  2025-04-15T11:20Z [----] followers, [----] engagements


"AprilGlobal Fund Manager Survey: The Bear Necessities Hartnett BofA _/ FMS Contrarian Trades: Lower Tariffs & big Fed cuts.Long US stocks US$ global cyclicals and Short Gold Bonds Defensives; but if Recession concerns turn into reality.Short EU & EM Stocks and Bonds"  
[X Link](https://x.com/anyuser/status/1912272987694506205)  2025-04-15T22:33Z [----] followers, [---] engagements


"Charts: From Goldilocks to Gold-i-Lots Hartnett Flow Show BofA _/ Q2 2025: selling-into-strength till Fed cutting rates & Trump cutting tariffs _/ Outperformance of 60/40 vs 25/25/25/25 portfolio at 14-year low _/ Record Inflow to Gold _/ BofA Bull & Bear Indicator Down to 4.1"  
[X Link](https://x.com/anyuser/status/1913782529548779534)  2025-04-20T02:31Z [----] followers, [----] engagements


"Hartnett BofA _/ We remain H1 buyers of dips in Bonds International & Gold sellers of SPX/US$ rallies _/ Current pain trade unquestionably is a narrow Mag 7-led squeeze higher in US stocks and US dollar _/ Depreciation of USD is cleanest investment theme to play"  
[X Link](https://x.com/anyuser/status/1915767896976023682)  2025-04-25T14:00Z [----] followers, [---] engagements


"xAI Grok [---] to be released in May _/ packing [--] times compute power of Google & Metas top models. _/ could leap straight to the top of the #AI leaderboards even before Grok [--] arrives with an insane 20X compute advantage to fully unleash Groks potential. https://www.nextbigfuture.com/2025/04/next-month-xai-grok-3-5-will-be-on-top-of-the-ai-leaderboards.html https://www.nextbigfuture.com/2025/04/next-month-xai-grok-3-5-will-be-on-top-of-the-ai-leaderboards.html"  
[X Link](https://x.com/anyuser/status/1916537278895362461)  2025-04-27T16:57Z [----] followers, [----] engagements


"I can't believe how retarded Peter Thiel is. He's quoting a prophecy written in an ancient text by some pick pocket / psychopath to establish a link to present day. If there ever was a metaphor for antichrist it would be a rouge #AI created by Palantir Technologies"  
[X Link](https://x.com/anyuser/status/1938711939108249651)  2025-06-27T21:32Z [----] followers, [----] engagements


"June Global Fund Manager Survey Hartnett BofA _/ FMS Contrarian Trades: - [--] most contrarian trades based on FMS sentiment 1) long US dollar short gold; 2) long US short EU stocks; 3) long consumer short banks"  
[X Link](https://x.com/anyuser/status/1939360104295616965)  2025-06-29T16:27Z [----] followers, [----] engagements


"August Global Fund Manager Survey (FMS) Hartnett BofA _/ based on FMS positions - best August contrarian longs are USS cash REITs healthcare. - best contrarian shorts are stocks EM banks utilities"  
[X Link](https://x.com/anyuser/status/1955201196958085214)  2025-08-12T09:34Z [----] followers, [----] engagements


"#AI leaders vs. AI laggards _/ highlighting how artificial intelligence is reshaping companies & business models. As the chart below shows the pace of disruption has accelerated significantly in recent weeks. - pivotal point for AI laggards is approaching chart: BBG via HolgerZ"  
[X Link](https://x.com/ackmeni/status/1939554971206459860)  2025-06-30T05:21Z [----] followers, [---] engagements


"Five #AI Laggards _/ $ANET Arista Networks _/ $HUBS HubSpot Inc _/ $TWLO Twilio Inc _/ $ADBE Adobe Inc _/ $OKTA Okta Inc"  
[X Link](https://x.com/ackmeni/status/1939581276497097131)  2025-06-30T07:06Z [----] followers, [---] engagements


"Bitcoin is world's 6th largest investment vehicle (12/5/24) Bloomberg $AAPL 3.674T $NVDA 3.553T $MSFT 3.291T $AMZN 2.319T $GOOG 2.123T $META 1.538T #Bitcoin 1.935T"  
[X Link](https://x.com/ackmeni/status/1865064859416826345)  2024-12-06T16:04Z [----] followers, [---] engagements


"Nuclear fuel components Suppliers _/ Centrus Energy Corp: $LEU _/ Oklo: $OKLO _/ NANO: $NNE _/ Energy Fuels: $UUUU _/ Cameco Corporation: $CCJ _/ Uranium Energy: $UEC _/ NexGen Energy: $NXE _/ Denison Mines: $DNN _/ Ur-Energy: $URG _/ Uranium Royalty: $UROY _/ enCore Energy: $EU"  
[X Link](https://x.com/ackmeni/status/2003484548395614352)  2025-12-23T15:15Z [----] followers, [---] engagements

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