# ![@alexblanc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::36121822.png) @alexblanc Alexander Blanc

Alexander Blanc posts on X about stocks, bitcoin, ai, $nbis the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::36121822/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::36121822/c:line/m:interactions.svg)

- [--] Week [-----] +153%
- [--] Month [-----] +1,276%
- [--] Months [------] +23,870%
- [--] Year [------] +664%

### Mentions: [--] [#](/creator/twitter::36121822/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::36121822/c:line/m:posts_active.svg)

- [--] Month [--] -60%
- [--] Months [--] +7,100%
- [--] Year [--] +7,200%

### Followers: [---] [#](/creator/twitter::36121822/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::36121822/c:line/m:followers.svg)

- [--] Week [---] +1%
- [--] Month [---] +1.30%
- [--] Months [---] +1.20%
- [--] Year [---] +14%

### CreatorRank: [---------] [#](/creator/twitter::36121822/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::36121822/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [exchanges](/list/exchanges)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[stocks](/topic/stocks), [bitcoin](/topic/bitcoin), [ai](/topic/ai), [$nbis](/topic/$nbis), [microsoft](/topic/microsoft), [goldman sachs](/topic/goldman-sachs), [$fnma](/topic/$fnma), [bank of america](/topic/bank-of-america), [if you](/topic/if-you), [blackrock](/topic/blackrock)

**Top accounts mentioned or mentioned by**
[@mirreport](/creator/undefined) [@shaunmmaguire](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@suppressednws](/creator/undefined) [@tamerqdh](/creator/undefined) [@mayurzzz](/creator/undefined) [@michaelaarouet](/creator/undefined) [@moulayalilaraki](/creator/undefined) [@mrderivatives](/creator/undefined) [@stocksnstuff23](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Microsoft Corp. (MSFT)](/topic/microsoft) [Goldman Sachs (GS)](/topic/goldman-sachs) [Bank of America (BAC)](/topic/bank-of-america) [BlackRock Inc (BLK)](/topic/blackrock) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Cipher Mining Inc. Common Stock (CIFR)](/topic/cipher-mining) [TeraWulf Inc. (WULF)](/topic/terawulf) [Datadog Inc (DDOG)](/topic/$ddog) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Block, Inc. (XYZ)](/topic/$xyz) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Mario Coin (COIN)](/topic/$coin) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [IonQ, Inc. (IONQ)](/topic/$ionq) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Morgan Stanley (MS)](/topic/morgan-stanley) [Basis Cash (BAC)](/topic/$bac) [JPMorgan Chase (JPM)](/topic/$jpm) [BlackCoin (BLK)](/topic/$blk) [UnitedHealth Group (UNH)](/topic/$unh) [Strategy (MSTR)](/topic/$mstr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [AppLovin Corporation (APP)](/topic/applovin) [EMCOR Group, Inc. (EME)](/topic/$eme) [Enphase Energy Inc (ENPH)](/topic/$enph) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Caesars Entertainment, Inc. (CZR)](/topic/$czr) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Iris Energy Limited (IREN)](/topic/$iren) [Hecla Mining Company (HL)](/topic/$hl) [DoorDash Inc. (DASH)](/topic/doordash) [Dash (DASH)](/topic/$dash)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@mir_report @shaunmmaguire Tel Aviv and Jerusalem appear well. Country name does not appear due to zoom level for small countries. Check the same for Slovakia etc"  
[X Link](https://x.com/alexblanc/status/1719602702294868052)  2023-11-01T06:30Z [---] followers, [--] engagements


"It has nothing to do with rate cuts and everything with a recession that led to rate cuts. If rates are being cut when there is no recession then stocks do just fine"  
[X Link](https://x.com/alexblanc/status/1730329189520171417)  2023-11-30T20:53Z [---] followers, [--] engagements


"@AggieCapitalist Pershing Square Holdings a $12 billion closed-end fund that is listed in Europe and trades in the U.S. returned 26.7% based on its net asset value in 2023"  
[X Link](https://x.com/alexblanc/status/1744296944128667742)  2024-01-08T09:56Z [---] followers, [--] engagements


"@SuppressedNws @tamerqdh Translation: [---] terrorists tried to escape and were killed in Jebaliya"  
[X Link](https://x.com/alexblanc/status/1873778876826169820)  2024-12-30T17:11Z [---] followers, [----] engagements


"@mayurzzz Mayur recession is just [--] quarters of negative GDP in a row. Q2 GDP growth is high and q1 was negative due to import front loading. Recession in services or goods Services composition is much more important and US GDP is 2/3 consumption (see JP Morgan quarterly) robust"  
[X Link](https://x.com/alexblanc/status/1931266776647835836)  2025-06-07T08:27Z [---] followers, [--] engagements


"Here is every stock that has been added to the S&P [---] since the start of [----] - August 2025: Interactive Brokers $IBKR - July 2025: Square (Block) $XYZ Trade Desk $TTD Datadog $DDOG - May 2025: Coinbase $COIN - March 2025: DoorDash $DASH TKO Group $ https://ift.tt/URiFuKC https://ift.tt/URiFuKC"  
[X Link](https://x.com/alexblanc/status/1965050971718885416)  2025-09-08T13:53Z [---] followers, [---] engagements


"New post in Blanc Charts: Here is every stock that has been added to the S&P [---] since the start of [----] - August 2025: Interactive Brokers $IBKR - July 2025: Square (Block) $XYZ Trade Desk $TTD Datadog $DDOG - May 2025: Coinbase $COIN - March 2025: D https://ift.tt/URiFuKC https://ift.tt/URiFuKC"  
[X Link](https://x.com/alexblanc/status/1965050973316935829)  2025-09-08T13:53Z [---] followers, [---] engagements


"full $NBIS analysis with a new PT Microsoft deal = growth without dilution $11.6M per MW vs $8.6M for Google/TeraWulf ARR could hit $11.8B by [----] Subs add $4B PT: $264 (2027) https://ift.tt/MrS7kjK https://ift.tt/kXUQRWM https://ift.tt/MrS7kjK https://ift.tt/kXUQRWM"  
[X Link](https://x.com/alexblanc/status/1965371131759628761)  2025-09-09T11:06Z [---] followers, [---] engagements


"New post in Blanc Charts: full $NBIS analysis with a new PT Microsoft deal = growth without dilution $11.6M per MW vs $8.6M for Google/TeraWulf ARR could hit $11.8B by [----] Subs add $4B PT: $264 (2027) https://ift.tt/MrS7kjK https://ift.tt/kXUQRWM https://ift.tt/MrS7kjK https://ift.tt/kXUQRWM"  
[X Link](https://x.com/alexblanc/status/1965371133512794284)  2025-09-09T11:06Z [---] followers, [---] engagements


"$FNMA & $FMCC Everyones asking what happens if the gov pushes the IPO at $800B valuation. Lets break it down Step 1: Warrants Treasury owns warrants for 79.9% of common. If they exercise legacy holders keep only 20.1%. Step 2: SPS + Juniors Seni https://ift.tt/wIAscpx https://ift.tt/wIAscpx"  
[X Link](https://x.com/alexblanc/status/1966579609987658112)  2025-09-12T19:08Z [---] followers, [---] engagements


"New post in Blanc Charts: $FNMA & $FMCC Everyones asking what happens if the gov pushes the IPO at $800B valuation. Lets break it down Step 1: Warrants Treasury owns warrants for 79.9% of common. If they exercise legacy holders keep only 20.1%. https://ift.tt/wIAscpx https://ift.tt/wIAscpx"  
[X Link](https://x.com/alexblanc/status/1966579610373492867)  2025-09-12T19:08Z [---] followers, [---] engagements


"The four biggest speculative "quantum" stocks - $IONQ $RGTI $QUBT $QBTS - came into today up an average of 2750% year-over-year. Analysts estimate combined [----] revenues for these companies will be about $124 million. They have a combined market cap o https://ift.tt/0prlWtD https://ift.tt/0prlWtD"  
[X Link](https://x.com/alexblanc/status/1971447202007380117)  2025-09-26T05:30Z [---] followers, [---] engagements


"New post in Blanc Charts: The four biggest speculative "quantum" stocks - $IONQ $RGTI $QUBT $QBTS - came into today up an average of 2750% year-over-year. Analysts estimate combined [----] revenues for these companies will be about $124 million. They ha https://ift.tt/tNBz0EP https://ift.tt/tNBz0EP"  
[X Link](https://x.com/alexblanc/status/1971447202280083498)  2025-09-26T05:30Z [---] followers, [---] engagements


"JPM and GS on the outlook for the defense sector and https://ift.tt/8eGxAD2 https://ift.tt/r94qmfi https://ift.tt/uC94hwx https://ift.tt/8eGxAD2 https://ift.tt/r94qmfi https://ift.tt/uC94hwx"  
[X Link](https://x.com/alexblanc/status/1973668903357169679)  2025-10-02T08:38Z [---] followers, [--] engagements


"New post in Blanc Charts: JPM and GS on the outlook for the defense sector and https://ift.tt/8eGxAD2 https://ift.tt/w4KitRU https://ift.tt/i2QyG0T https://ift.tt/8eGxAD2 https://ift.tt/w4KitRU https://ift.tt/i2QyG0T"  
[X Link](https://x.com/alexblanc/status/1973668903537573899)  2025-10-02T08:38Z [---] followers, [--] engagements


"https://ift.tt/cgwUoIH https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-bitcoin-miners-ai-arbitrage-play-to-boost-revenue/ https://ift.tt/cgwUoIH https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-bitcoin-miners-ai-arbitrage-play-to-boost-revenue/"  
[X Link](https://x.com/alexblanc/status/1974501725907153213)  2025-10-04T15:47Z [---] followers, [--] engagements


"New post in Blanc Charts: https://ift.tt/cgwUoIH https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-bitcoin-miners-ai-arbitrage-play-to-boost-revenue/ https://ift.tt/cgwUoIH https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-bitcoin-miners-ai-arbitrage-play-to-boost-revenue/"  
[X Link](https://x.com/alexblanc/status/1974501727052103717)  2025-10-04T15:47Z [---] followers, [--] engagements


"Question: Who else can go in bed with OpenAI https://ift.tt/IhRiMte https://ift.tt/IhRiMte"  
[X Link](https://x.com/alexblanc/status/1975177937792925864)  2025-10-06T12:34Z [---] followers, [--] engagements


"New post in Blanc Charts: Question: Who else can go in bed with OpenAI https://ift.tt/IhRiMte https://ift.tt/IhRiMte"  
[X Link](https://x.com/alexblanc/status/1975177939667787817)  2025-10-06T12:34Z [---] followers, [--] engagements


"I wrote about $AMD but https://ift.tt/N1p2QZI https://ift.tt/N1p2QZI"  
[X Link](https://x.com/alexblanc/status/1975256177605792055)  2025-10-06T17:45Z [---] followers, [--] engagements


"New post in Blanc Charts: I wrote about $AMD but https://ift.tt/N1p2QZI https://ift.tt/N1p2QZI"  
[X Link](https://x.com/alexblanc/status/1975256179518460304)  2025-10-06T17:45Z [---] followers, [--] engagements


"https://ift.tt/RJqbSsP https://www.eei.org/-/media/Project/EEI/Documents/Issues-and-Policy/Finance-And-Tax/IndustryCapexReport.pdf https://ift.tt/RJqbSsP https://www.eei.org/-/media/Project/EEI/Documents/Issues-and-Policy/Finance-And-Tax/IndustryCapexReport.pdf"  
[X Link](https://x.com/alexblanc/status/1975942820591526038)  2025-10-08T15:14Z [---] followers, [--] engagements


"New post in Blanc Charts: https://ift.tt/RJqbSsP https://www.eei.org/-/media/Project/EEI/Documents/Issues-and-Policy/Finance-And-Tax/IndustryCapexReport.pdf https://ift.tt/RJqbSsP https://www.eei.org/-/media/Project/EEI/Documents/Issues-and-Policy/Finance-And-Tax/IndustryCapexReport.pdf"  
[X Link](https://x.com/alexblanc/status/1975942820893532176)  2025-10-08T15:14Z [---] followers, [--] engagements


"New post in Blanc Charts: The banks continue to report strong earnings THE BANKS CONTINUE TO CRUSH. Bank of America $BAC: $1.06 EPS vs $0.95 $28B Revenues vs $27.4B Morgan Stanley $MS $2.80 EPS vs $2.07 (35% beat) $18.2B Revenues vs $16.7B https://ift.tt/hFlSGRg https://ift.tt/hFlSGRg"  
[X Link](https://x.com/alexblanc/status/1978505518869102740)  2025-10-15T16:57Z [---] followers, [--] engagements


"The banks continue to report strong earnings THE BANKS CONTINUE TO CRUSH. Bank of America $BAC: $1.06 EPS vs $0.95 $28B Revenues vs $27.4B Morgan Stanley $MS $2.80 EPS vs $2.07 (35% beat) $18.2B Revenues vs $16.7B https://ift.tt/hFlSGRg https://ift.tt/hFlSGRg"  
[X Link](https://x.com/alexblanc/status/1978505519678558413)  2025-10-15T16:57Z [---] followers, [--] engagements


"New post in Blanc Charts: [----] months ago Bessent said that his largest position is gold. I should have bought more when the Treasury secretary is so clear. https://ift.tt/b6aFIsO https://ift.tt/b6aFIsO"  
[X Link](https://x.com/alexblanc/status/1978794956169879813)  2025-10-16T12:07Z [---] followers, [--] engagements


"10.5 months ago Bessent said that his largest position is gold. I should have bought more when the Treasury secretary is so clear. https://ift.tt/BjKeY04 https://ift.tt/BjKeY04"  
[X Link](https://x.com/alexblanc/status/1978794956387967452)  2025-10-16T12:07Z [---] followers, [--] engagements


"If you wanna learn more about why Bill Ackman was bullish on $FNMA here is his full 100+ pages presentation https://ift.tt/FHVmz3G https://ift.tt/rRGVKI3 https://ift.tt/FHVmz3G https://ift.tt/rRGVKI3"  
[X Link](https://x.com/alexblanc/status/1967155247849066755)  2025-09-14T09:15Z [---] followers, [---] engagements


"New post in Blanc Charts: If you wanna learn more about why Bill Ackman was bullish on $FNMA here is his full 100+ pages presentation https://ift.tt/0QBYUzo https://ift.tt/gkLc63F https://ift.tt/0QBYUzo https://ift.tt/gkLc63F"  
[X Link](https://x.com/alexblanc/status/1967155248134312340)  2025-09-14T09:15Z [---] followers, [----] engagements


"And $VGT is +57% since that post. Its also higher than Nasdaq https://ift.tt/MbkiSTp https://ift.tt/MbkiSTp"  
[X Link](https://x.com/alexblanc/status/1971645973060284543)  2025-09-26T18:40Z [---] followers, [--] engagements


"BANK EARNINGS TODAY ABSOLUTELY CRUSHED. All banks beat estimates on the top and bottom across the board setting up a strong start to Q3 earnings. $JPM JPMorgan: $5.07 EPS vs $4.87 $46.3B Revenue vs $45.5B $BLK BlackRock: $11.55 EPS vs $11.31 $6 https://ift.tt/O46mpzI https://ift.tt/O46mpzI"  
[X Link](https://x.com/alexblanc/status/1978191273598075027)  2025-10-14T20:08Z [---] followers, [--] engagements


"New post in Blanc Charts: BANK EARNINGS TODAY ABSOLUTELY CRUSHED. All banks beat estimates on the top and bottom across the board setting up a strong start to Q3 earnings. $JPM JPMorgan: $5.07 EPS vs $4.87 $46.3B Revenue vs $45.5B $BLK BlackRock https://ift.tt/O46mpzI https://ift.tt/O46mpzI"  
[X Link](https://x.com/alexblanc/status/1978191275158290459)  2025-10-14T20:08Z [---] followers, [--] engagements


"$ MSTR Strategys premium compressed from peaks of [--] times its Bitcoin holdings value to approximately [---] times currently as share prices of inflated digital asset treasury companies collapsed across the sector https://ift.tt/Njs60LY https://ift.tt/Njs60LY"  
[X Link](https://x.com/alexblanc/status/1979578448109547756)  2025-10-18T16:00Z [---] followers, [--] engagements


"New post in Blanc Charts: $ MSTR Strategys premium compressed from peaks of [--] times its Bitcoin holdings value to approximately [---] times currently as share prices of inflated digital asset treasury companies collapsed across the sector https://ift.tt/Njs60LY https://ift.tt/Njs60LY"  
[X Link](https://x.com/alexblanc/status/1979578450164711698)  2025-10-18T16:00Z [---] followers, [--] engagements


"$UNH is +20% since mid-August https://ift.tt/qDKSUf4 https://ift.tt/qDKSUf4"  
[X Link](https://x.com/alexblanc/status/1983162462716240175)  2025-10-28T13:22Z [---] followers, [--] engagements


"New post in Blanc Charts: $UNH is +20% since mid-August https://ift.tt/KnWP10U https://ift.tt/KnWP10U"  
[X Link](https://x.com/alexblanc/status/1983162462904971622)  2025-10-28T13:22Z [---] followers, [--] engagements


"2 ETFs that attracted significant investment in the infrastructure are: 1) PAVE - US Infrastructure 9.8bln AUM expense ratio 0.47% 2) IGF - BlackRock Global Infrastructure 8.5bln AUM expense ratio 0.39% https://ift.tt/e0GtxMd https://ift.tt/IKOfX3S https://ift.tt/e0GtxMd https://ift.tt/IKOfX3S"  
[X Link](https://x.com/alexblanc/status/1983793293788860867)  2025-10-30T07:09Z [---] followers, [--] engagements


"New post in Blanc Charts: [--] ETFs that attracted significant investment in the infrastructure are: 1) PAVE - US Infrastructure 9.8bln AUM expense ratio 0.47% 2) IGF - BlackRock Global Infrastructure 8.5bln AUM expense ratio https://ift.tt/uKB450d https://ift.tt/IKOfX3S https://ift.tt/uKB450d https://ift.tt/IKOfX3S"  
[X Link](https://x.com/alexblanc/status/1983793294078341606)  2025-10-30T07:09Z [---] followers, [--] engagements


"Several major Wall Street firms including JPMorgan Goldman Sachs Bank of America Citi Canaccord Piper Sandler KeyBanc and TD Cowen raised their price targets for Alphabets $GOOGL stock to levels between $330 and $343 from prior ranges of $270 t https://ift.tt/ZJu2gtr https://ift.tt/ZJu2gtr"  
[X Link](https://x.com/alexblanc/status/1984237696613486870)  2025-10-31T12:35Z [---] followers, [--] engagements


"New post in Blanc Charts: Several major Wall Street firms including JPMorgan Goldman Sachs Bank of America Citi Canaccord Piper Sandler KeyBanc and TD Cowen raised their price targets for Alphabets $GOOGL stock to levels between $330 and $343 f https://ift.tt/ZJu2gtr https://ift.tt/ZJu2gtr"  
[X Link](https://x.com/alexblanc/status/1984237697527951371)  2025-10-31T12:35Z [---] followers, [--] engagements


"Clickable links for more info on Uranium [--] Understanding the Uranium Supply Deficit: Causes and Impacts link [--] Nuclear Fuel Report / Uranium Demand Expected To Surge By [--] link [--] Uranium demand for nuclear power set to surge nearly 30% link [--] Ura https://ift.tt/Jxr0jdM https://ift.tt/Jxr0jdM"  
[X Link](https://x.com/alexblanc/status/1984312605922480344)  2025-10-31T17:32Z [---] followers, [--] engagements


"New post in Blanc Charts: Clickable links for more info on Uranium [--] Understanding the Uranium Supply Deficit: Causes and Impacts link [--] Nuclear Fuel Report / Uranium Demand Expected To Surge By [--] link [--] Uranium demand for nuclear power set to sur https://ift.tt/Jxr0jdM https://ift.tt/Jxr0jdM"  
[X Link](https://x.com/alexblanc/status/1984312606253895844)  2025-10-31T17:32Z [---] followers, [--] engagements


"New post in Blanc Charts: Potential Next Partners: CIFR vs. WULF Both Cipher Mining (CIFR) and TeraWulf (WULF) are Bitcoin miners pivoting to AI cloud infrastructure making them viable candidates for Microsoft amid its $35 billion quarterly capital expe https://ift.tt/No0cf3U https://ift.tt/No0cf3U"  
[X Link](https://x.com/alexblanc/status/1985326228492910745)  2025-11-03T12:40Z [---] followers, [--] engagements


"Potential Next Partners: CIFR vs. WULF Both Cipher Mining (CIFR) and TeraWulf (WULF) are Bitcoin miners pivoting to AI cloud infrastructure making them viable candidates for Microsoft amid its $35 billion quarterly capital expenditures on AI data center https://ift.tt/No0cf3U https://ift.tt/No0cf3U"  
[X Link](https://x.com/alexblanc/status/1985326228853637532)  2025-11-03T12:40Z [---] followers, [--] engagements


"New post in Blanc Charts: https://ift.tt/FA8UvPl https://ift.tt/pmFkRB6 https://ift.tt/FA8UvPl https://ift.tt/pmFkRB6"  
[X Link](https://x.com/alexblanc/status/1985360811422843203)  2025-11-03T14:57Z [---] followers, [--] engagements


"https://ift.tt/FA8UvPl https://ift.tt/pmFkRB6 https://ift.tt/FA8UvPl https://ift.tt/pmFkRB6"  
[X Link](https://x.com/alexblanc/status/1985360811456368971)  2025-11-03T14:57Z [---] followers, [--] engagements


"New post in Blanc Charts: The NY Mayor election has not started yet but betting sites give 90%+ probability to Zohran Mamdani. Will not be very good for NY I guess. https://ift.tt/Y26mzVd https://ift.tt/xGcWgya https://ift.tt/Y26mzVd https://ift.tt/xGcWgya"  
[X Link](https://x.com/alexblanc/status/1985756043696062719)  2025-11-04T17:08Z [---] followers, [---] engagements


"The NY Mayor election has not started yet but betting sites give 90%+ probability to Zohran Mamdani. Will not be very good for NY I guess. https://ift.tt/Y26mzVd https://ift.tt/be8gvkV https://ift.tt/Y26mzVd https://ift.tt/be8gvkV"  
[X Link](https://x.com/alexblanc/status/1985756043943538844)  2025-11-04T17:08Z [---] followers, [---] engagements


"New post in Blanc Charts: Even before MamdaniNY vs TX Goldman Sachs is building an 800000-square-foot $500 million campus in Dallas which will be the banks largest US operation outside New York and house over [----] employees when it opens in [----]. https://ift.tt/nEFJ9lS https://ift.tt/nEFJ9lS"  
[X Link](https://x.com/alexblanc/status/1987157171323150662)  2025-11-08T13:56Z [---] followers, [--] engagements


"Even before MamdaniNY vs TX Goldman Sachs is building an 800000-square-foot $500 million campus in Dallas which will be the banks largest US operation outside New York and house over [----] employees when it opens in [----]. JPMorgan Chase has ex https://ift.tt/nEFJ9lS https://ift.tt/nEFJ9lS"  
[X Link](https://x.com/alexblanc/status/1987157171520274861)  2025-11-08T13:56Z [---] followers, [--] engagements


"Norway's wealth tax increase expected to raise $146M led to a $448M net loss as $54B in wealth left the country reducing tax revenue by $594M. https://ift.tt/PJ8uRla https://ift.tt/1FWJR6Z https://ift.tt/PJ8uRla https://ift.tt/1FWJR6Z"  
[X Link](https://x.com/alexblanc/status/1987192294634553598)  2025-11-08T16:15Z [---] followers, [--] engagements


"New post in Blanc Charts: Norway's wealth tax increase expected to raise $146M led to a $448M net loss as $54B in wealth left the country reducing tax revenue by $594M. https://ift.tt/PJ8uRla https://ift.tt/Kxz2BOD https://ift.tt/PJ8uRla https://ift.tt/Kxz2BOD"  
[X Link](https://x.com/alexblanc/status/1987192294735290628)  2025-11-08T16:15Z [---] followers, [--] engagements


"@MichaelAArouet Because you can check what happened to EU equities"  
[X Link](https://x.com/alexblanc/status/1987380836120048097)  2025-11-09T04:44Z [---] followers, [--] engagements


"New post in Blanc Charts: $NBIS report Q3 Revenue came below expectations (146m vs 157m) but announced a 3bln$ deal with META https://ift.tt/PyjrvnV https://ift.tt/PyjrvnV"  
[X Link](https://x.com/alexblanc/status/1988235310015164436)  2025-11-11T13:20Z [---] followers, [---] engagements


"New post in Blanc Charts: Michael Burry is closing Scion Capital which is not surprising given his track record in the last [--] years https://ift.tt/VWz6OZw https://ift.tt/wJO5vtm https://ift.tt/VWz6OZw https://ift.tt/wJO5vtm"  
[X Link](https://x.com/alexblanc/status/1988879194802065669)  2025-11-13T07:58Z [---] followers, [--] engagements


"New post in Blanc Charts: First time I wrote about investing requires stomach in Aug [----]. NVDA is +273% since then https://ift.tt/dNXmzqB https://ift.tt/lb6F7Wc https://ift.tt/dNXmzqB https://ift.tt/lb6F7Wc"  
[X Link](https://x.com/alexblanc/status/1989261717830795768)  2025-11-14T09:18Z [---] followers, [--] engagements


"New post in Blanc Charts: Global Drinking Leaders Liters of pure alcohol per person (age 15+) [--]. Romania [-----] L [--]. Georgia [-----] L [--]. Latvia [-----] L [--]. Lithuania [-----] L [--]. Czechia [-----] L [--]. Germany [-----] L [--]. Poland [-----] L [--]. Belarus https://ift.tt/mZgVRlU https://ift.tt/mZgVRlU"  
[X Link](https://x.com/alexblanc/status/1989371108009582777)  2025-11-14T16:33Z [---] followers, [--] engagements


"New post in Blanc Charts: This aged well $BTC -9% $MSTR -47% https://ift.tt/TF9e5Hk https://ift.tt/TF9e5Hk"  
[X Link](https://x.com/alexblanc/status/1989738758636294397)  2025-11-15T16:54Z [---] followers, [--] engagements


"New post in Blanc Charts: $CIFR is undervalued. I disagree with BTC price assumption but even if BTC remains at 100k the biggest value comes from AI HPC and the stock should more than triple from the current levels https://ift.tt/yL4OUgq https://ift.tt/c6TuX70 https://ift.tt/yL4OUgq https://ift.tt/c6TuX70"  
[X Link](https://x.com/alexblanc/status/1989993610071195828)  2025-11-16T09:47Z [---] followers, [--] engagements


"New post in Blanc Charts: Rheinmetall is aiming for annual sales of about [--] billion by [----] CEO Armin Papperger told analysts x4 vs [----] [----] bln. The German tank-maker also wants to increase its operating margin to over 20% by the end of the decade https://ift.tt/ZC9FKYs https://ift.tt/ZC9FKYs"  
[X Link](https://x.com/alexblanc/status/1990732451795075424)  2025-11-18T10:42Z [---] followers, [--] engagements


"New post in Blanc Charts: "If you think the equity markets are wild I remind you that last year 300mln people tapped a hamster for several months in a row hoping to get rich without any reason" https://ift.tt/hi7QEZA https://ift.tt/b2kDJRG https://ift.tt/hi7QEZA https://ift.tt/b2kDJRG"  
[X Link](https://x.com/alexblanc/status/1990832071128854558)  2025-11-18T17:18Z [---] followers, [--] engagements


"New post in Blanc Charts: iS AI a bubble From [----] to [----] railway miles in the United Kingdom nearly quadrupled but railway revenue per mile was flat to down. By mid-2001 telecom companies had installed [--] million miles of fiber but only 10% of th https://ift.tt/MQ6yd2C https://ift.tt/MQ6yd2C"  
[X Link](https://x.com/alexblanc/status/1991147225238454280)  2025-11-19T14:11Z [---] followers, [--] engagements


"New post in Blanc Charts: NVIDIA UPGRADES ACROSS THE STREET FOLLOWING Q3: Evercore ISI Buy $352 Melius Research Buy $320 KGI Buy $296 Baird Buy $275 Barclays Buy $275 Bernstein Buy $275 Citi Buy $270 BNP Buy $260 JPMorgan https://ift.tt/lwce1x4 https://ift.tt/lwce1x4"  
[X Link](https://x.com/alexblanc/status/1991495203652329523)  2025-11-20T13:13Z [---] followers, [--] engagements


"New post in Blanc Charts: In the last [--] years $DE was never lower between Nov [--] and Dec [--]. https://ift.tt/gh0jxBd https://ift.tt/gh0jxBd"  
[X Link](https://x.com/alexblanc/status/1993701785249186075)  2025-11-26T15:22Z [---] followers, [--] engagements


"New post in Blanc Charts: The ultimate [----] Outlook reading list. Ive aggregated the full year-ahead reports from the [--] largest investment banks. Enjoy. 1) Goldman Sachs: 2) J.P. Morgan: 3) HSBC https://ift.tt/vTmGwiX http://am.jpmorgan.com/content/dam/jp http://am.gs.com/en-us/advisors https://ift.tt/vTmGwiX http://am.jpmorgan.com/content/dam/jp http://am.gs.com/en-us/advisors"  
[X Link](https://x.com/alexblanc/status/1995879820685644163)  2025-12-02T15:36Z [---] followers, [--] engagements


"New post in Blanc Charts: Ennis and Rasmussen revisit listed private equity using simple annual return tests and argue that listed private equity funds resemble high beta public equity with little diversification benefit. Evidence points to modestly nega https://ift.tt/W0lpK5E https://ift.tt/W0lpK5E"  
[X Link](https://x.com/alexblanc/status/1996901230308708859)  2025-12-05T11:15Z [---] followers, [--] engagements


"New post in Blanc Charts: eff Gundlach on [----] Positioning TLDR: Long the belly (2-10 year maturities) Long commodities Long $GLD Long high-quality fixed income Long EM fixed income Long non-US equities Short USD $DXY Short long-duratio https://t.me/blanc_charts/14511 https://t.me/blanc_charts/14511"  
[X Link](https://x.com/alexblanc/status/2000126586822029722)  2025-12-14T08:51Z [---] followers, [--] engagements


"New post in Blanc Charts: Reuters: Spot silver jumped 4% to $74.82 per ounce after hitting an all-time high of $75.14 extending a meteoric rally that has seen prices soar 158% year-to-date on supply deficits its designation as a U.S. critical mineral https://ift.tt/4CNHLJ6 https://ift.tt/4CNHLJ6"  
[X Link](https://x.com/alexblanc/status/2004506595133128785)  2025-12-26T10:56Z [---] followers, [--] engagements


"New post in Blanc Charts: Palladium and platinum are mainly industrial precious metals whose prices are driven by autocatalyst demand substitution and supply shocks not by the classic monetary drivers that dominate gold and partly silver. Palladi https://ift.tt/OBl7WVK https://ift.tt/OBl7WVK"  
[X Link](https://x.com/alexblanc/status/2004840191500927156)  2025-12-27T09:02Z [---] followers, [--] engagements


"New post in Blanc Charts: as expected both Halliburton and Schlumberger are +10% pre-market on expectations that both companies will be beneficiaries from the oil work in Venezuela https://ift.tt/uw0yfID https://ift.tt/uw0yfID"  
[X Link](https://x.com/alexblanc/status/2008139521125216513)  2026-01-05T11:32Z [---] followers, [--] engagements


"@moulayalilaraki @Mr_Derivatives Not the 2nd term of the president. Its much stronger"  
[X Link](https://x.com/alexblanc/status/2009404171418783922)  2026-01-08T23:17Z [---] followers, [--] engagements


"New post in Blanc Charts: Shanaka: on Copper ($COPX) Copper is presented as entering a structural thermodynamically driven supply crisis that legacy models cannot price creating an asymmetric long opportunity as a [--------] deficit is recognized. Str https://ift.tt/bcMn8oI https://ift.tt/bcMn8oI"  
[X Link](https://x.com/alexblanc/status/2010294899090796791)  2026-01-11T10:17Z [---] followers, [--] engagements


"New post in Blanc Charts: In May [----] I wrote that gold/silver ratio of 100+ is hardly sustainable and will lead to a silver repricing. Now with gold/silver at [--] I think that long gold / short silver might be the right trade https://ift.tt/WHRFIj0 https://ift.tt/WHRFIj0"  
[X Link](https://x.com/alexblanc/status/2012093814823874945)  2026-01-16T09:25Z [---] followers, [--] engagements


"New post in Blanc Charts: nothing really bad happens when investment grade spreads are below [---]. While this certainly continues to underpin this bull market the broadening out of this rally has only echoed this fundamental strength with sectors be https://ift.tt/MxJ5rTG https://ift.tt/MxJ5rTG"  
[X Link](https://x.com/alexblanc/status/2013613722057535577)  2026-01-20T14:04Z [---] followers, [--] engagements


"New post in Blanc Charts: Robert Friedland on the masive copper shortage to meet future grid clean energy and AI demand: Were consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth with no https://ift.tt/8P37hzv https://ift.tt/8P37hzv"  
[X Link](https://x.com/alexblanc/status/2014690195623354678)  2026-01-23T13:22Z [---] followers, [--] engagements


"New post in Blanc Charts: Glencore on Copper: "Fullyear ownsourced copper production was [------] tonnes down about 11% versus [----] and at the bottom of the [------] kt guidance range. Glencores [----] copper output fell because of lower grades and recov https://ift.tt/RUEdmXq https://ift.tt/RUEdmXq"  
[X Link](https://x.com/alexblanc/status/2016783173997191364)  2026-01-29T07:59Z [---] followers, [--] engagements


"New post in Blanc Charts: bottom-up upside for $XLK is +31%. The upside for the tech-heavy Nasdaq is "only" +23% due to many companies that are not tech https://ift.tt/zdmcrUC https://ift.tt/YuK0vJf https://ift.tt/zdmcrUC https://ift.tt/YuK0vJf"  
[X Link](https://x.com/alexblanc/status/2017570459655512516)  2026-01-31T12:07Z [---] followers, [--] engagements


"New post in Blanc Charts: JUST IN: THE S&P [---] INDEX JUST ANNOUNCED ITS QUARTERLY REBALANCE Stocks being added to the Index: Robinhood $HOOD Applovin $APP Emcor $EME Stocks being removed from the index: Enphase $ENPH Ceazars $CZR MarketAxess $MKTX T https://ift.tt/35MErwH https://ift.tt/35MErwH"  
[X Link](https://x.com/alexblanc/status/1964088046652912040)  2025-09-05T22:07Z [---] followers, [---] engagements


"JUST IN: THE S&P [---] INDEX JUST ANNOUNCED ITS QUARTERLY REBALANCE Stocks being added to the Index: Robinhood $HOOD Applovin $APP Emcor $EME Stocks being removed from the index: Enphase $ENPH Ceazars $CZR MarketAxess $MKTX The stocks will be added to https://ift.tt/35MErwH https://ift.tt/35MErwH"  
[X Link](https://x.com/alexblanc/status/1964088047026295040)  2025-09-05T22:07Z [---] followers, [---] engagements


"New post in Blanc Charts: $BTGD is +26% since this post as a one-stop play on Bitcoin/Gold https://ift.tt/y83Cuox https://ift.tt/y83Cuox"  
[X Link](https://x.com/alexblanc/status/1974888602111803558)  2025-10-05T17:25Z [---] followers, [---] engagements


"$BTGD is +26% since this post as a one-stop play on Bitcoin/Gold https://ift.tt/y83Cuox https://ift.tt/y83Cuox"  
[X Link](https://x.com/alexblanc/status/1974888602187235487)  2025-10-05T17:25Z [---] followers, [---] engagements


"New post in Blanc Charts: Wow 🤩 what a quarter $BX BLACKSTONE Q4 [----] EARNINGS - INFLOWS $71.58 (EST $51.48B) - DISTRIBUTABLE INCOME/SHR $1.75 (EST $1.54) - TOTAL SEGMENT REV. $3.94B (EST $3.69B) - FEE-RELATED EARNINGS $1.54B (EST $1.48B) - PRIVATE E https://ift.tt/jE1OG2A https://ift.tt/jE1OG2A"  
[X Link](https://x.com/alexblanc/status/2016847742643958051)  2026-01-29T12:15Z [---] followers, [---] engagements


"New post in Blanc Charts: DRAM prices are spiking into 1Q26 with PC memory up 110% QoQ and server DRAM up 90% while $MU is pushing 120% server price increases as February contracts finalize. https://ift.tt/InxUJoA https://ift.tt/InxUJoA"  
[X Link](https://x.com/alexblanc/status/2018360256271692183)  2026-02-02T16:25Z [---] followers, [--] engagements


"New post in Blanc Charts: I heard several times recently a thesis that "Big funds are after the position of MSTR and they will force selling". Well this thesis is wrong. MicroStrategy does not have to sell Bitcoin to repay bonds in [----] because (a) it h https://ift.tt/lLgmVe6 https://ift.tt/lLgmVe6"  
[X Link](https://x.com/alexblanc/status/2019411229748473878)  2026-02-05T14:02Z [---] followers, [--] engagements


"New post in Blanc Charts: Peter Lynch: Markets go down sometimes they go down a lot. If you are not ready for this you shouldnt own stocks. A timeless masterclass on handling market volatility. https://ift.tt/6oA9jNZ https://ift.tt/no59XWN https://ift.tt/6oA9jNZ https://ift.tt/no59XWN"  
[X Link](https://x.com/alexblanc/status/2019703988292075941)  2026-02-06T09:25Z [---] followers, [--] engagements


"New post in Blanc Charts: $AMD $INTC https://ift.tt/8G3LDag https://ift.tt/98uEidU https://ift.tt/8G3LDag https://ift.tt/98uEidU"  
[X Link](https://x.com/alexblanc/status/2019728193075237334)  2026-02-06T11:01Z [---] followers, [--] engagements


"New post in Blanc Charts: One of the reasons for lower crypto popularity is the wider adoption of Polymarket and Kalshi. Gamblers found another easier venue to gamble and there are winners daily unlike in crypto. Polymarkets trading volume went 60x https://ift.tt/QXoypMg https://ift.tt/QXoypMg"  
[X Link](https://x.com/alexblanc/status/2019934860475826481)  2026-02-07T00:42Z [---] followers, [--] engagements


"New post in Blanc Charts: Share of babies born outside marriage (%) Colombia 87.0% Chile 78.1% Costa Rica 74.0% Mexico 73.7% Iceland 69.4% Norway 61.2% Bulgaria 59.7% Portugal 59.5% France 58.5% Sweden [--] https://ift.tt/Z6rTBMh https://ift.tt/Z6rTBMh"  
[X Link](https://x.com/alexblanc/status/2020445736832209354)  2026-02-08T10:32Z [---] followers, [--] engagements


"New post in Blanc Charts: Reminder how great will be the results of miners for Q4. $AEM delivered outstanding results with average price of silver of 43$ and average price of gold of 3.476$. Despite all the noise even after the crash the realised pri https://ift.tt/kOutyK7 https://ift.tt/kOutyK7"  
[X Link](https://x.com/alexblanc/status/2017850293111689545)  2026-02-01T06:39Z [---] followers, [---] engagements


"New post in Blanc Charts: Humanoidrobot battery demand is real but still highly pathdependent across chemistries (highnickel semisolid full solidstate) so singlename tech risk is extreme at this stage Lithium/battery ETFs like Global X Lithium https://ift.tt/t0gU6v5 https://ift.tt/t0gU6v5"  
[X Link](https://x.com/alexblanc/status/2017851741824241929)  2026-02-01T06:45Z [---] followers, [--] engagements


"New post in Blanc Charts: KAZAKHSTAN REPORTS NET GOLD AND FOREIGN CURRENCY RESERVES OF $69.526 BILLION IN JANUARY A 10.1% INCREASE FROM DECEMBER CENTRAL BANK. . Well gold is +15% since December Did they sell volume) https://ift.tt/EpJ2wIO https://ift.tt/EpJ2wIO"  
[X Link](https://x.com/alexblanc/status/2021091618233668031)  2026-02-10T05:19Z [---] followers, [--] engagements


"New post in Blanc Charts: While Tesla/SpaceX move toward vertical integration independent inverter and balanceofsystem players like SolarEdge or Enphase stand to benefit from any rush by utilities and datacenter operators to add more solar capacity t https://ift.tt/6t9daGm https://ift.tt/6t9daGm"  
[X Link](https://x.com/alexblanc/status/2021103524088602878)  2026-02-10T06:06Z [---] followers, [--] engagements


"New post in Blanc Charts: $NBIS reports today and it looks like the stock might get punished like other similar companies for just confirming the previous targets. No new juicy announcements = bad news like in the case of $IREN. Read more at https://ift.tt/zqixIMp https://ift.tt/zqixIMp"  
[X Link](https://x.com/alexblanc/status/2021731952370266396)  2026-02-11T23:43Z [---] followers, [---] engagements


"New post in Blanc Charts: HBS: Building an AI Native Organization AI Tools AI Reasoning & Vibe Coding (Prof. Jeffrey Bussgang January 2026) [--]. Claude (Vibe / Claude Code) Advanced reasoning models for deep thinking and vibe https://ift.tt/4D1TFb2 https://ift.tt/fcVKi7o https://ift.tt/4D1TFb2 https://ift.tt/fcVKi7o"  
[X Link](https://x.com/alexblanc/status/2021878990844150027)  2026-02-12T09:28Z [---] followers, [--] engagements


"New post in Blanc Charts: PICK ETF (iShares Metals and Mining) is +13% YTD and is a decent diversifier in that area https://ift.tt/zm8hb5H https://ift.tt/h3ezLR7 https://ift.tt/zm8hb5H https://ift.tt/h3ezLR7"  
[X Link](https://x.com/alexblanc/status/2015730431803498944)  2026-01-26T10:16Z [---] followers, [--] engagements


"New post in Blanc Charts: Here are the Q4 [----] earnings release dates for $SILJ's top [--] holdings (as of Feb [--] 2026): [--]. Hecla Mining (HL): Feb [--] [----] [--]. First Majestic Silver (AG): Feb [--] [----] [--]. Coeur Mining (CDE): Feb [--] [----] [--]. Wheaton Precious https://ift.tt/85NYJt4 https://ift.tt/85NYJt4"  
[X Link](https://x.com/alexblanc/status/2020688206950244630)  2026-02-09T02:36Z [---] followers, [---] engagements


"New post in Blanc Charts: $AEM Agnico Eagle [----] results. 3.4M oz at $1350 ASIC. Ending cash balance of $2.7B. Debt at $200M. Guidance for [----]. 3.4M oz at $1500 AISC. Current FCF run-rate at $9B. Current FCF multiple is [--]. It should be an [--]. Divi https://ift.tt/sB2tUIQ https://ift.tt/sB2tUIQ"  
[X Link](https://x.com/alexblanc/status/2022225797428179264)  2026-02-13T08:26Z [---] followers, [---] engagements


"New post in Blanc Charts: Data center stocks ranked by market cap: $CRWV (CoreWeave) - $50B $NBIS (Nebius) - $24B $IREN (IREN) - $12B $APLD (Applied Digital) - $10B $GLXY (Galaxy Digital) - $8B $WULF (TeraWulf) - $8B $CIFR (Cipher Mining) - $7B $HUT (Hu https://ift.tt/CKPr61w https://ift.tt/CKPr61w"  
[X Link](https://x.com/alexblanc/status/2022232834706977189)  2026-02-13T08:54Z [---] followers, [---] engagements


"New post in Blanc Charts: Copper Freeport McMoRan $FCX BHP $BHP Rio Tinto $RIO Glencore $GLNCY Southern Copper $SCCO Anglo American $NGLOY First Quantum Minerals $FQVLF Teck Resources $TECK Arizona Sonoran Copper $ASCUF Ivanhoe Electri https://ift.tt/yIU8jYg https://ift.tt/yIU8jYg"  
[X Link](https://x.com/alexblanc/status/2015310712386486343)  2026-01-25T06:28Z [---] followers, [---] engagements


"New post in Blanc Charts: On $HL (Hecla Mining) reserves https://ift.tt/TG25zZM https://ift.tt/w7Ibn4y https://ift.tt/TG25zZM https://ift.tt/w7Ibn4y"  
[X Link](https://x.com/alexblanc/status/2022589154555539495)  2026-02-14T08:30Z [---] followers, [---] engagements


"New post in Blanc Charts: "% Below All-Time High S&P 500: -2% Apple: -9% Nvidia: -12% Google: -12% Gold: -13% Tesla: -17% Meta: -19% Amazon: -23% Microsoft: -27% Palantir: -38% Netflix: -44% Bitcoin: -49% Ethereum: -61% Coinbase: -68% MicroStrategy: -77% https://ift.tt/74n9uLG https://ift.tt/74n9uLG"  
[X Link](https://x.com/alexblanc/status/2022810280607003008)  2026-02-14T23:08Z [---] followers, [--] engagements


"New post in Blanc Charts: DeepSeek v4 will be released in few days (likely Monday). And it's supposedly the first model that doesn't lag behind closed-source frontier models but is either on par or even surpasses them. Lets see https://ift.tt/u3U08zl https://ift.tt/u3U08zl"  
[X Link](https://x.com/alexblanc/status/2023044240406724899)  2026-02-15T14:38Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing