[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ackmeni FinGenAi FinGenAi posts on X about stocks, fund manager, bitcoin, #ai the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1401090086/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX +106% - X Months XXXXXXX +9.80% - X Year XXXXXXX +42% ### Mentions: XX [#](/creator/twitter::1401090086/posts_active)  - X Week XX +9.10% - X Month XXX +53% - X Months XXX +12% - X Year XXXXX +30% ### Followers: XXXXX [#](/creator/twitter::1401090086/followers)  - X Week XXXXX +0.68% - X Month XXXXX +3% - X Months XXXXX +24% - X Year XXXXX +81% ### CreatorRank: XXXXXXX [#](/creator/twitter::1401090086/influencer_rank)  ### Social Influence [#](/creator/twitter::1401090086/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [stocks](/topic/stocks) 3.53%, [fund manager](/topic/fund-manager) #1161, [bitcoin](/topic/bitcoin) 1.76%, [#ai](/topic/#ai) 1.76%, [$wal](/topic/$wal) #60, [wal](/topic/wal) 1.76%, [$nvda](/topic/$nvda) #2439, [sentiment](/topic/sentiment) #435, [$tsla](/topic/$tsla) #699, [$tsm](/topic/$tsm) #175 **Top accounts mentioned or mentioned by** [@sandersaud91141](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Walrus (WAL)](/topic/$wal) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Taiwan Semiconductor (TSM)](/topic/$tsm) [GE Vernova Inc. (GEV)](/topic/$gev) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [IonQ, Inc. (IONQ)](/topic/$ionq) [Oklo Inc. (OKLO)](/topic/$oklo) [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir (PLTR)](/topic/$pltr) [Open Custody Protocol (OPEN)](/topic/$open) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [NVR, Inc. (NVR)](/topic/nvr-inc) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [ITT Inc. (ITT)](/topic/$itt) [Dycom Industries, Inc. (DY)](/topic/$dy) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [SpaceN (SN)](/topic/$sn) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Centrifuge (CFG)](/topic/$cfg) [Banc of California, Inc. (BANC)](/topic/$banc) [Epic Ballad Coin (EBC)](/topic/$ebc) [Valley National Bancorp (VLY)](/topic/$vly) [East West Bancorp, Inc. (EWBC)](/topic/$ewbc) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Netflix Inc (NFLX)](/topic/$nflx) [IBM (IBM)](/topic/ibm) [General Electric Company (GE)](/topic/$ge) [Coca-Cola Co (KO)](/topic/$ko) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Capital One Financial Corp. (COF)](/topic/$cof) [Limitus (LMT)](/topic/$lmt) [Hecla Mining Company (HL)](/topic/$hl) [A3S Protocol (AA)](/topic/$aa) [NatWest Group plc (NWG)](/topic/$nwg) [3M Co (MMM)](/topic/$mmm) [Procter & Gamble (PG)](/topic/$pg) ### Top Social Posts [#](/creator/twitter::1401090086/posts) --- Top posts by engagements in the last XX hours "Charts 2: BofA October Global Fund Manager Survey Hartnett BofA _/ BofA FMS investor sentiment rises to 8-month high _/ FMS rating of liquidity conditions highest since Sep'21 _/ FMS cash level drops to XXX% from XXX% _/ FMS investors most net OW stocks minus cash since Jan'25" [X Link](https://x.com/ackmeni/status/1978242549421605055) [@ackmeni](/creator/x/ackmeni) 2025-10-14T23:32Z 1340 followers, XXX engagements "Charts: In Gold we Trust Hartnett BofA _/ BofA Bull & Bear indicator dips to XXX _/ Number of leveraged equity ETF's at record high _/ Record weekly inflows to tech funds _/ Gold inflows past XX weeks = $34.2b (biggest ever)" [X Link](https://x.com/ackmeni/status/1979914433754190144) [@ackmeni](/creator/x/ackmeni) 2025-10-19T14:16Z 1341 followers, XXX engagements "BofA October Global Fund Manager Survey Hartnett BofA _/ Contrarian Trades (based on #FMS positions): - long bonds - short stocks; - long UK-short EM; - long staples-short banks; - long energy-short industrials" [X Link](https://x.com/ackmeni/status/1978239910113951817) [@ackmeni](/creator/x/ackmeni) 2025-10-14T23:22Z 1339 followers, XXX engagements ""#AI will double global GDP true inflation will be offset by technology reiterates Tesla's five-year target price of $2600 and forecasts Bitcoin to reach $XXX million." Cathie Wood - you gotta love her confidence given $ARKK still -XX% below ATH" [X Link](https://x.com/ackmeni/status/1978882753472168151) [@ackmeni](/creator/x/ackmeni) 2025-10-16T17:56Z 1339 followers, XXX engagements "Stocks Slide as Regional Bank Loan losses raise credit quality concerns Shake Wall St _/ pair of regional lenders disclosed problems with loans involving allegations of fraud adding to concern that cracks are emerging in borrowers creditworthiness $ZION $WAL" [X Link](https://x.com/ackmeni/status/1978930437700399503) [@ackmeni](/creator/x/ackmeni) 2025-10-16T21:05Z 1339 followers, XXX engagements "#Bitcoin Extends Slide as $XXX Billion Erased Since Crypto Crash _/ Whats striking is timing of the crash coinciding with major players pursuing banking licenses . pivot to trad financial infrastructure signals a strategic hedge against volatility aiming to build legitimacy" [X Link](https://x.com/ackmeni/status/1979253174436532561) [@ackmeni](/creator/x/ackmeni) 2025-10-17T18:28Z 1339 followers, XXX engagements "_/ More than anything I think crypto is acting like a canary in the coal mine suggesting market is on edge because of emerging credit worries Bitwise _/ Going forward $107k is seen as a key support level for Bitcoin. A decisive break below risks deeper downside BTC Market" [X Link](https://x.com/ackmeni/status/1979255104231629230) [@ackmeni](/creator/x/ackmeni) 2025-10-17T18:36Z 1340 followers, XXX engagements "Fibonacci levels for popular growth stocks using XXXXX StockSavvyShay _/ $NVDA: $XXX _/ $AMD: $XXX _/ $TSLA: $XXX _/ $IONQ: $XX _/ $PLTR: $XXX _/ $OPEN: $X _/ $HOOD: $XXX _/ $OKLO: $125" [X Link](https://x.com/ackmeni/status/1979565959573832027) [@ackmeni](/creator/x/ackmeni) 2025-10-18T15:11Z 1339 followers, XXX engagements "Who Are TSMC's Suppliers moomoo _/ $TSM gets XX% of it's supplies from $ASML. let that sink in" [X Link](https://x.com/ackmeni/status/1979902872289439824) [@ackmeni](/creator/x/ackmeni) 2025-10-19T13:30Z 1340 followers, XXX engagements "Top XX 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) [@ackmeni](/creator/x/ackmeni) 2025-10-03T13:29Z 1340 followers, XXX engagements "Top XX Trade Ideas RBC _/ Top XX 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 XX has delivered a total compound annual return of +14.7% above the benchmark at +12.7% " [X Link](https://x.com/ackmeni/status/1974107057185042516) [@ackmeni](/creator/x/ackmeni) 2025-10-03T13:39Z 1340 followers, XXX engagements "Gas Turbine Makers Are Riding #AI Power Boom wsj _/ Gas turbines are in hot demand to provide reliable electricity especially for Data Centers. _/ We need to figure out how to ramp up quicker _/ GE Vernova to invest more than $300M in gas-turbine $GEV #Simens #Mitsubishi" [X Link](https://x.com/ackmeni/status/1976739202944663674) [@ackmeni](/creator/x/ackmeni) 2025-10-10T19:58Z 1339 followers, XXX engagements "Echoes of Euphoria _/. US equity market at a critical turning point investor positioning has reached levels of exuberance that show total disregard for risk the classic hallmark of speculative complacency. 👇 Top XX US Megacap Stocks: Internet vs. #AI" [X Link](https://x.com/ackmeni/status/1978116262354973044) [@ackmeni](/creator/x/ackmeni) 2025-10-14T15:10Z 1340 followers, XXX engagements "Regional Banks tanking today $KRE: $XXXXX -XXXX (-3.48%) $CFG: $XXXXX -XXXX (-2.39%) $WAL: $XXXXX -XXXX (-7.01% $BANC: $XXXXX -XXXX (-6.02%) $EBC: $XXXXX -XXXX (-5.07%) $VLY: $XXXXX -XXXX (-4.06%) $EWBC: $XXXXX -XXXX (-4.29%)" [X Link](https://x.com/ackmeni/status/1978854402921300120) [@ackmeni](/creator/x/ackmeni) 2025-10-16T16:03Z 1340 followers, XXX engagements "PayPals partner (Paxos) mints a whopping $XXX trillion worth of stablecoins in technical error _/ Paxos minted the stablecoins as part of an internal transfer before immediately identified the error & burned the excess PYUSD. _/ not enough USD worldwide to back $300T PYUSD" [X Link](https://x.com/ackmeni/status/1978864499487605045) [@ackmeni](/creator/x/ackmeni) 2025-10-16T16:43Z 1340 followers, XXX engagements "xAI has secured a $20B lease-to-own deal for $NVDA GPUs - (not yet confirmed) _/ xAI is raising $20B total: $7.5B equity (NVIDIA up to $2B) $12.5B debt (Apollo Global Diameter Capital) _/ Financing through an SPV that buys NVIDIA GPUs and rents them back to xAI for X years" [X Link](https://x.com/ackmeni/status/1978890057923568078) [@ackmeni](/creator/x/ackmeni) 2025-10-16T18:25Z 1340 followers, XXX engagements "Semiconductor Supply Chain and Its Chokepoints - key players: $NVDA $AVGO - chokepoints: $ASML $TSM - although semiconductor chips do not use rare earth elements but MFG equipments (e.g. precise motors to control tools) do. 👇 The semiconductor supply chain and chokepoints" [X Link](https://x.com/ackmeni/status/1978943251571773925) [@ackmeni](/creator/x/ackmeni) 2025-10-16T21:56Z 1340 followers, XXX engagements "Charts 1: BofA October Global Fund Manager Survey Hartnett BofA _/ Investors long gold see Al bubble risk and private credit event risk _/ XX% of FMS investors say Al stocks are now in a bubble _/ Exp for investment performance over the next XX months _/ XX% say soft landing" [X Link](https://x.com/ackmeni/status/1978241348684632497) [@ackmeni](/creator/x/ackmeni) 2025-10-14T23:27Z 1341 followers, XXX engagements "Commodities Hynes _/ Oil: failed to benefit from reports that India had agreed to stop purchasing Russian oil _/ Gold: higher on exp FED will press on with monetary easing & heightened US-China friction _/ Metals: Aluminum led gains Nickel and Zinc were also up Copper steady" [X Link](https://x.com/ackmeni/status/1979571092865073303) [@ackmeni](/creator/x/ackmeni) 2025-10-18T15:31Z 1341 followers, XXX engagements "The coming debt emergency Economist _/ Just about everywhere you look in the rich world government finances are in ruins with debt yet splash out - France debt mounts - Japans vast debts - Britain faces big tax rises to plug a hole in its budget - US talks more tax cuts" [X Link](https://x.com/ackmeni/status/1979576971073069339) [@ackmeni](/creator/x/ackmeni) 2025-10-18T15:55Z 1341 followers, XXX engagements "Charts 2: In Gold we Trust Hartnett BofA _/ Consensus is Long Banks Pharma Tech short Energy Staples _/ 1st outflow from HY bonds since Apr'25 _/ Fed balance sheet down $2.3tn since 2022 _/ BofA Global EPS Growth model predicts X% EPS growth" [X Link](https://x.com/ackmeni/status/1980010001793175597) [@ackmeni](/creator/x/ackmeni) 2025-10-19T20:35Z 1341 followers, XXX engagements "just fill in the blanks Cembalest JPM _/ Gold prices are soaring. One frequent observation: the share of central bank foreign exchange reserves invested in gold has risen from XX% to XX% and indicates substantial institutional concern about the US$" [X Link](https://x.com/ackmeni/status/1980261254293033283) [@ackmeni](/creator/x/ackmeni) 2025-10-20T13:14Z 1341 followers, XXX engagements "#AWS outage hits major websites - Problems at Amazon Snapchat Disney Reddit United Airlines Venmo Verizon . - it looks like a technical fault affecting one of Amazons main data centres. happen when systems become overloaded or a network goes down spreads quickly" [X Link](https://x.com/ackmeni/status/1980274863454757204) [@ackmeni](/creator/x/ackmeni) 2025-10-20T14:08Z 1341 followers, 1755 engagements "historical/contrarian view on adding #Gold to portfolio GS _/ Since 1950 - Gold's volatility destroyed risk-adjusted returns for seven decades - & Gold was the anchor dragging returns down. _/ is this time different H/T: IR. Moreno 👇 Assets performance since 1950s vs. Gold" [X Link](https://x.com/ackmeni/status/1980288416412770639) [@ackmeni](/creator/x/ackmeni) 2025-10-20T15:02Z 1341 followers, XXX engagements "is this time different _/ short answer is Yes. - debasement trade (Fiat currency devaluation due to infinite money printing) - Debt/GDP ratios exploding - emergence of alternate decentralized digital currency with no Central Bank manipulation or unlimited printing. - " [X Link](https://x.com/ackmeni/status/1980292113184248231) [@ackmeni](/creator/x/ackmeni) 2025-10-20T15:16Z 1341 followers, XXX engagements "Data this Week BofA 10/23 - Initial Jobless 10/23 - Existing Home Sales 10/24 - CPI 10/24 - PMI 10/24 - U. of Michigan Sentiment 10/24 - New Home Sales Earnings: 10/21 - $WAL $NFLX $GE $KO $RTX $TI $COF $LMT $MMM. 10/22 - $TSLA $IBM $HL $LLUV $AA. 10/24 - $PG $NWG" [X Link](https://x.com/ackmeni/status/1980375602986414458) [@ackmeni](/creator/x/ackmeni) 2025-10-20T20:48Z 1341 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ackmeni FinGenAi
FinGenAi posts on X about stocks, fund manager, bitcoin, #ai the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXX +106%
- X Months XXXXXXX +9.80%
- X Year XXXXXXX +42%
Mentions: XX #
- X Week XX +9.10%
- X Month XXX +53%
- X Months XXX +12%
- X Year XXXXX +30%
Followers: XXXXX #
- X Week XXXXX +0.68%
- X Month XXXXX +3%
- X Months XXXXX +24%
- X Year XXXXX +81%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXX% cryptocurrencies XXXX% technology brands XXXX% automotive brands XXXX% countries XXXX% currencies XXXX% social networks XXXX%
Social topic influence stocks 3.53%, fund manager #1161, bitcoin 1.76%, #ai 1.76%, $wal #60, wal 1.76%, $nvda #2439, sentiment #435, $tsla #699, $tsm #175
Top accounts mentioned or mentioned by @sandersaud91141
Top assets mentioned Bitcoin (BTC) Walrus (WAL) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Taiwan Semiconductor (TSM) GE Vernova Inc. (GEV) ARK Innovation ETF (ARKK) Zions Bancorporation, NA. (ZION) IonQ, Inc. (IONQ) Oklo Inc. (OKLO) Advanced Micro Devices (AMD) Palantir (PLTR) Open Custody Protocol (OPEN) Robinhood Markets, Inc. (HOOD) NVR, Inc. (NVR) GitLab Inc. Class A Common Stock (GTLB) Tradeweb Markets Inc. Class A Common Stock (TW) Amazon.com, Inc. (AMZN) ITT Inc. (ITT) Dycom Industries, Inc. (DY) Generac Holdings Inc. (GNRC) SpaceN (SN) MarketAxess Holdings Inc. (MKTX) Illumina, Inc. (ILMN) Centrifuge (CFG) Banc of California, Inc. (BANC) Epic Ballad Coin (EBC) Valley National Bancorp (VLY) East West Bancorp, Inc. (EWBC) Apollo Global Management, Inc. (APO) Broadcom, Inc. (AVGO) Netflix Inc (NFLX) IBM (IBM) General Electric Company (GE) Coca-Cola Co (KO) Raytheon Technologies Corp (RTX) Capital One Financial Corp. (COF) Limitus (LMT) Hecla Mining Company (HL) A3S Protocol (AA) NatWest Group plc (NWG) 3M Co (MMM) Procter & Gamble (PG)
Top Social Posts #
Top posts by engagements in the last XX hours
"Charts 2: BofA October Global Fund Manager Survey Hartnett BofA _/ BofA FMS investor sentiment rises to 8-month high _/ FMS rating of liquidity conditions highest since Sep'21 _/ FMS cash level drops to XXX% from XXX% _/ FMS investors most net OW stocks minus cash since Jan'25"
X Link @ackmeni 2025-10-14T23:32Z 1340 followers, XXX engagements
"Charts: In Gold we Trust Hartnett BofA _/ BofA Bull & Bear indicator dips to XXX _/ Number of leveraged equity ETF's at record high _/ Record weekly inflows to tech funds _/ Gold inflows past XX weeks = $34.2b (biggest ever)"
X Link @ackmeni 2025-10-19T14:16Z 1341 followers, XXX engagements
"BofA October Global Fund Manager Survey Hartnett BofA _/ Contrarian Trades (based on #FMS positions): - long bonds - short stocks; - long UK-short EM; - long staples-short banks; - long energy-short industrials"
X Link @ackmeni 2025-10-14T23:22Z 1339 followers, XXX engagements
""#AI will double global GDP true inflation will be offset by technology reiterates Tesla's five-year target price of $2600 and forecasts Bitcoin to reach $XXX million." Cathie Wood - you gotta love her confidence given $ARKK still -XX% below ATH"
X Link @ackmeni 2025-10-16T17:56Z 1339 followers, XXX engagements
"Stocks Slide as Regional Bank Loan losses raise credit quality concerns Shake Wall St _/ pair of regional lenders disclosed problems with loans involving allegations of fraud adding to concern that cracks are emerging in borrowers creditworthiness $ZION $WAL"
X Link @ackmeni 2025-10-16T21:05Z 1339 followers, XXX engagements
"#Bitcoin Extends Slide as $XXX Billion Erased Since Crypto Crash _/ Whats striking is timing of the crash coinciding with major players pursuing banking licenses . pivot to trad financial infrastructure signals a strategic hedge against volatility aiming to build legitimacy"
X Link @ackmeni 2025-10-17T18:28Z 1339 followers, XXX engagements
"_/ More than anything I think crypto is acting like a canary in the coal mine suggesting market is on edge because of emerging credit worries Bitwise _/ Going forward $107k is seen as a key support level for Bitcoin. A decisive break below risks deeper downside BTC Market"
X Link @ackmeni 2025-10-17T18:36Z 1340 followers, XXX engagements
"Fibonacci levels for popular growth stocks using XXXXX StockSavvyShay _/ $NVDA: $XXX _/ $AMD: $XXX _/ $TSLA: $XXX _/ $IONQ: $XX _/ $PLTR: $XXX _/ $OPEN: $X _/ $HOOD: $XXX _/ $OKLO: $125"
X Link @ackmeni 2025-10-18T15:11Z 1339 followers, XXX engagements
"Who Are TSMC's Suppliers moomoo _/ $TSM gets XX% of it's supplies from $ASML. let that sink in"
X Link @ackmeni 2025-10-19T13:30Z 1340 followers, XXX engagements
"Top XX 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 @ackmeni 2025-10-03T13:29Z 1340 followers, XXX engagements
"Top XX Trade Ideas RBC _/ Top XX 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 XX has delivered a total compound annual return of +14.7% above the benchmark at +12.7% "
X Link @ackmeni 2025-10-03T13:39Z 1340 followers, XXX engagements
"Gas Turbine Makers Are Riding #AI Power Boom wsj _/ Gas turbines are in hot demand to provide reliable electricity especially for Data Centers. _/ We need to figure out how to ramp up quicker _/ GE Vernova to invest more than $300M in gas-turbine $GEV #Simens #Mitsubishi"
X Link @ackmeni 2025-10-10T19:58Z 1339 followers, XXX engagements
"Echoes of Euphoria _/. US equity market at a critical turning point investor positioning has reached levels of exuberance that show total disregard for risk the classic hallmark of speculative complacency. 👇 Top XX US Megacap Stocks: Internet vs. #AI"
X Link @ackmeni 2025-10-14T15:10Z 1340 followers, XXX engagements
"Regional Banks tanking today $KRE: $XXXXX -XXXX (-3.48%) $CFG: $XXXXX -XXXX (-2.39%) $WAL: $XXXXX -XXXX (-7.01% $BANC: $XXXXX -XXXX (-6.02%) $EBC: $XXXXX -XXXX (-5.07%) $VLY: $XXXXX -XXXX (-4.06%) $EWBC: $XXXXX -XXXX (-4.29%)"
X Link @ackmeni 2025-10-16T16:03Z 1340 followers, XXX engagements
"PayPals partner (Paxos) mints a whopping $XXX trillion worth of stablecoins in technical error _/ Paxos minted the stablecoins as part of an internal transfer before immediately identified the error & burned the excess PYUSD. _/ not enough USD worldwide to back $300T PYUSD"
X Link @ackmeni 2025-10-16T16:43Z 1340 followers, XXX engagements
"xAI has secured a $20B lease-to-own deal for $NVDA GPUs - (not yet confirmed) _/ xAI is raising $20B total: $7.5B equity (NVIDIA up to $2B) $12.5B debt (Apollo Global Diameter Capital) _/ Financing through an SPV that buys NVIDIA GPUs and rents them back to xAI for X years"
X Link @ackmeni 2025-10-16T18:25Z 1340 followers, XXX engagements
"Semiconductor Supply Chain and Its Chokepoints - key players: $NVDA $AVGO - chokepoints: $ASML $TSM - although semiconductor chips do not use rare earth elements but MFG equipments (e.g. precise motors to control tools) do. 👇 The semiconductor supply chain and chokepoints"
X Link @ackmeni 2025-10-16T21:56Z 1340 followers, XXX engagements
"Charts 1: BofA October Global Fund Manager Survey Hartnett BofA _/ Investors long gold see Al bubble risk and private credit event risk _/ XX% of FMS investors say Al stocks are now in a bubble _/ Exp for investment performance over the next XX months _/ XX% say soft landing"
X Link @ackmeni 2025-10-14T23:27Z 1341 followers, XXX engagements
"Commodities Hynes _/ Oil: failed to benefit from reports that India had agreed to stop purchasing Russian oil _/ Gold: higher on exp FED will press on with monetary easing & heightened US-China friction _/ Metals: Aluminum led gains Nickel and Zinc were also up Copper steady"
X Link @ackmeni 2025-10-18T15:31Z 1341 followers, XXX engagements
"The coming debt emergency Economist _/ Just about everywhere you look in the rich world government finances are in ruins with debt yet splash out - France debt mounts - Japans vast debts - Britain faces big tax rises to plug a hole in its budget - US talks more tax cuts"
X Link @ackmeni 2025-10-18T15:55Z 1341 followers, XXX engagements
"Charts 2: In Gold we Trust Hartnett BofA _/ Consensus is Long Banks Pharma Tech short Energy Staples _/ 1st outflow from HY bonds since Apr'25 _/ Fed balance sheet down $2.3tn since 2022 _/ BofA Global EPS Growth model predicts X% EPS growth"
X Link @ackmeni 2025-10-19T20:35Z 1341 followers, XXX engagements
"just fill in the blanks Cembalest JPM _/ Gold prices are soaring. One frequent observation: the share of central bank foreign exchange reserves invested in gold has risen from XX% to XX% and indicates substantial institutional concern about the US$"
X Link @ackmeni 2025-10-20T13:14Z 1341 followers, XXX engagements
"#AWS outage hits major websites - Problems at Amazon Snapchat Disney Reddit United Airlines Venmo Verizon . - it looks like a technical fault affecting one of Amazons main data centres. happen when systems become overloaded or a network goes down spreads quickly"
X Link @ackmeni 2025-10-20T14:08Z 1341 followers, 1755 engagements
"historical/contrarian view on adding #Gold to portfolio GS _/ Since 1950 - Gold's volatility destroyed risk-adjusted returns for seven decades - & Gold was the anchor dragging returns down. _/ is this time different H/T: IR. Moreno 👇 Assets performance since 1950s vs. Gold"
X Link @ackmeni 2025-10-20T15:02Z 1341 followers, XXX engagements
"is this time different _/ short answer is Yes. - debasement trade (Fiat currency devaluation due to infinite money printing) - Debt/GDP ratios exploding - emergence of alternate decentralized digital currency with no Central Bank manipulation or unlimited printing. - "
X Link @ackmeni 2025-10-20T15:16Z 1341 followers, XXX engagements
"Data this Week BofA 10/23 - Initial Jobless 10/23 - Existing Home Sales 10/24 - CPI 10/24 - PMI 10/24 - U. of Michigan Sentiment 10/24 - New Home Sales Earnings: 10/21 - $WAL $NFLX $GE $KO $RTX $TI $COF $LMT $MMM. 10/22 - $TSLA $IBM $HL $LLUV $AA. 10/24 - $PG $NWG"
X Link @ackmeni 2025-10-20T20:48Z 1341 followers, XXX engagements