#  @alnvision aln.here aln.here posts on X about ai, breaking, if you, $dvn the most. They currently have [-------] followers and [--] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1216241385826922496/interactions)  ### Mentions: [--] [#](/creator/twitter::1216241385826922496/posts_active)  ### Followers: [-------] [#](/creator/twitter::1216241385826922496/followers)  ### CreatorRank: [---------] [#](/creator/twitter::1216241385826922496/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [celebrities](/list/celebrities) [financial services](/list/financial-services) **Social topic influence** [ai](/topic/ai), [breaking](/topic/breaking), [if you](/topic/if-you), [$dvn](/topic/$dvn) #28, [sentiment](/topic/sentiment), [$net](/topic/$net) #32, [$tpl](/topic/$tpl) #16, [$nbis](/topic/$nbis), [gold](/topic/gold), [inflation](/topic/inflation) **Top accounts mentioned or mentioned by** [@fortecharts](/creator/undefined) [@incognitoman110](/creator/undefined) [@elonmusk](/creator/undefined) [@thevixhal](/creator/undefined) [@hamptonism](/creator/undefined) [@spicyofc](/creator/undefined) [@orrdavid](/creator/undefined) [@fearlesstrades](/creator/undefined) [@t0mbfx](/creator/undefined) [@ginkgocap](/creator/undefined) [@smallcapsnipa](/creator/undefined) [@evgeni2georgiev](/creator/undefined) **Top assets mentioned** [Devon Energy Corp (DVN)](/topic/$dvn) [Cloudflare, Inc. (NET)](/topic/$net) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alpha Technology Group Limited (ATGL)](/topic/alpha) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [BlackRock Inc (BLK)](/topic/blackrock) ### Top Social Posts Top posts by engagements in the last [--] hours "@TheVixhal hey mate I'm building student-led hedge fund as an investor club diving deep into finance/quant/ai let's connect" [X Link](https://x.com/alnvision/status/2000345436054556727) 2025-12-14T23:21Z [--] followers, [--] engagements "made a little research on how gold (comex gold futures (gc=f)) is correlated to stock market (sp500 as a proxy) actually results are expected and numbers just confirmed that economically negligible stats: alpha [------] (daily) beta [-----] R2 [-----] p-value (beta) 0.09" [X Link](https://x.com/alnvision/status/2003808810411205071) 2025-12-24T12:43Z [--] followers, [--] engagements "closed this year in trading with a 18.5% of total return compared to sp500 which is approx now at +14.8% not that much compared to benchmark but still beat it little win much place to learn and improve" [X Link](https://x.com/alnvision/status/2004199493953327616) 2025-12-25T14:36Z [--] followers, [--] engagements "jp morgan updated their view about gold prices seeing it at $5005 world is heading to fragmentation china is importing tons of gold [----] is gonna be interesting https://www.kitco.com/news/article/2025-12-22/jp-morgan-sees-gold-5055-q4-2026-china-and-cryptosphere-add-new-demand https://www.kitco.com/news/article/2025-12-22/jp-morgan-sees-gold-5055-q4-2026-china-and-cryptosphere-add-new-demand" [X Link](https://x.com/alnvision/status/2004545896713953755) 2025-12-26T13:32Z [--] followers, [--] engagements "This single chart explains why 60/40 worked for decades and why it broke after [----]. It shows the rolling correlation between S&P [---] and US Treasuries (TLT). Correlation is the hidden backbone of diversification" [X Link](https://x.com/alnvision/status/2004564023283695621) 2025-12-26T14:44Z [--] followers, [--] engagements "From [----] to [----] the correlation is mostly negative. When stocks fell bonds rose. When risk spiked duration protected portfolios. This is the golden age of stockbond diversification" [X Link](https://x.com/alnvision/status/2004564026559496227) 2025-12-26T14:44Z [--] followers, [--] engagements "Then comes [----]. Correlation becomes unstable. Sharp flips. Regime breaks. Noise everywhere. Liquidity not fundamentals drives markets. Traditional relationships temporarily stop working" [X Link](https://x.com/alnvision/status/2004564033496871378) 2025-12-26T14:44Z [--] followers, [--] engagements "Post-2020 is the real structural shift. Correlation moves toward zero and positive. Stocks and bonds fall together. Duration stops hedging risk it adds risk. This is the inflation + rate shock regime" [X Link](https://x.com/alnvision/status/2004564035791143342) 2025-12-26T14:44Z [--] followers, [--] engagements "But that hedge is fragile. Bond protection is regime-dependent. Inflation breaks it. Rate shocks reverse it. Diversification assumptions must adapt" [X Link](https://x.com/alnvision/status/2004566999394054183) 2025-12-26T14:56Z [--] followers, [--] engagements "Aggregate bonds are weak defenders. Mixing duration with credit dilutes hedging power. If you want protection own duration intentionally not vaguely" [X Link](https://x.com/alnvision/status/2004567002007101783) 2025-12-26T14:56Z [--] followers, [--] engagements "Gold looks boring - and thats why it works. Low correlation across assets. No strong ties to growth or rates. Gold isnt a return engine. Its insurance against monetary disorder" [X Link](https://x.com/alnvision/status/2004567004213387420) 2025-12-26T14:56Z [--] followers, [--] engagements "Commodities dont hedge recessions. They hedge inflation. Their diversification value appears when price stability disappears - not when growth slows" [X Link](https://x.com/alnvision/status/2004567007153582363) 2025-12-26T14:56Z [--] followers, [--] engagements "@hamptonism depends where you live and what level of comfort you accept; you can live like a king in third world countries but the question would you accept that level or not some people still work having billions retirement is not about money after some point" [X Link](https://x.com/alnvision/status/2005218369163903142) 2025-12-28T10:04Z [--] followers, [--] engagements "@spicyofc if it is boring it is working" [X Link](https://x.com/alnvision/status/2005962520377336234) 2025-12-30T11:21Z [--] followers, [--] engagements "Do sentiment extremes predict future returns I tested it" [X Link](https://x.com/alnvision/status/2005963444319670675) 2025-12-30T11:25Z [--] followers, [--] engagements "When fear is extreme (top 10% VIX) forward S&P [---] returns are: +2% (1M) +4% (3M) +7% (6M)" [X Link](https://x.com/alnvision/status/2005963447750754514) 2025-12-30T11:25Z [--] followers, [--] engagements "gold and silver are making ath crypto and stock market are dropping trump wants to take greenland europe is facing its downfall china accumulating metals. what's next" [X Link](https://x.com/alnvision/status/2013767931520331895) 2026-01-21T00:17Z [--] followers, [--] engagements "#gold #silver #trump #elon #xauusd #xagusd #europe #greenland" [X Link](https://x.com/alnvision/status/2013768095697875220) 2026-01-21T00:18Z [--] followers, [--] engagements "Weekly Market Outlook below What is happening in market last week and this week:" [X Link](https://x.com/alnvision/status/2018872391770812576) 2026-02-04T02:21Z [--] followers, [--] engagements "Executive summary: what matters this week Last week delivered a rare mix of surface calm and high intraday volatility: equities finished roughly flat overall but the week included sharp sell-offs driven by jitters around AI investment (including notable moves in the #SP500). In the base case this looks more like a rotation among winners than the end of the #AI theme. The key idea in this outlook is infrastructure: it is shifting from a boring defensive corner of the market into a core beneficiary of multiple long-term megatrends (AI buildout energy security EM urbanization and the energy" [X Link](https://x.com/alnvision/status/2018872394014749004) 2026-02-04T02:21Z [--] followers, [--] engagements "@orrdavid looks good David Bon appetit" [X Link](https://x.com/alnvision/status/2018885611810079175) 2026-02-04T03:13Z [--] followers, [---] engagements "I tested how long fear actually lasts after market crashes and here are the results:" [X Link](https://x.com/alnvision/status/2018947258188726717) 2026-02-04T07:18Z [--] followers, [--] engagements "Using S&P [---] drawdowns 15% and VIX as a fear proxy I measured how long it takes for sentiment to normalize after a crash" [X Link](https://x.com/alnvision/status/2018947260462326177) 2026-02-04T07:18Z [--] followers, [--] engagements "Result: Median sentiment recovery [--] trading days Mean [--] days" [X Link](https://x.com/alnvision/status/2018947262412714238) 2026-02-04T07:18Z [--] followers, [--] engagements "The distribution is tight. Most recoveries happen between [----] days. Very few cases last longer" [X Link](https://x.com/alnvision/status/2018947264337862664) 2026-02-04T07:18Z [--] followers, [--] engagements "This matters because sentiment recovers much faster than prices" [X Link](https://x.com/alnvision/status/2018947266338341264) 2026-02-04T07:18Z [--] followers, [--] engagements "@Fearless_Trades Impressive man I'm also building my own customized tools at this point vibecoding is truly changing game" [X Link](https://x.com/alnvision/status/2022092688905187818) 2026-02-12T23:37Z [--] followers, [---] engagements "@t0mbfx I have the same thoughts. Fund is for super wealthy people because you need to protect your money properly (1) and then earn something above (2). But with 10-200k does it really worth it to wait [--] year to make 10-15% of return I doubt it" [X Link](https://x.com/alnvision/status/2022819022220464421) 2026-02-14T23:43Z [--] followers, [---] engagements "@ginkgo_cap what do you think about shorting with momentum strategy companies in sp500 that made losses the last day i mean there is a list in Bloomberg Terminal in MOV GO so you can see the ones that performed bad" [X Link](https://x.com/alnvision/status/2022860243651190948) 2026-02-15T02:27Z [--] followers, [--] engagements "@ForteCharts what made you say so mate" [X Link](https://x.com/alnvision/status/2022860522354344071) 2026-02-15T02:28Z [--] followers, [--] engagements "@SmallCapSnipa Power demand cooling energy - all of them are bottlenecks of this AI stuff just taking a look at $VRT - insane growth lately should tell about something" [X Link](https://x.com/alnvision/status/2022852926704677218) 2026-02-15T01:58Z [--] followers, [---] engagements "@Incognitoman110 Im bullish on $DVN" [X Link](https://x.com/alnvision/status/2023076589341118782) 2026-02-15T16:47Z [--] followers, [--] engagements "First I thought about athletes who are anti examples of this (Cristiano Messi Khabib Islam). They have incredible career in a brilliant shape and have loving family. But then I thought It was never like that always Khabib Islam were training apart from his family for long time Cristiano got married after achieving almost everything So basically yes It's necessary to turn off one of them in some periods of life but It doesn't mean that You can turn on again when you are ready https://twitter.com/i/web/status/2023135634194661539 https://twitter.com/i/web/status/2023135634194661539" [X Link](https://x.com/alnvision/status/2023135634194661539) 2026-02-15T20:41Z [--] followers, [----] engagements "I think in few years we will see high demand and more focus in energy-related companies because just by pure logic if AI gets more exposure then basically it will need more energy; AI is not restrained by talent problem but with an energy required to run all this infrastructure So I will look closely at next companies how they will act If you have any thoughts on these tickers please feel free to share your thoughts will be appreciated $DUK $EXC $D $SO $NRG $VST $AEP $PWR $FLNC $TSLA $VRT $EMR $FCX $ALB $LAC $UUUU $UEC $MP $EQIX $DLR $GNRC $ETN" [X Link](https://x.com/alnvision/status/2020106741069811875) 2026-02-07T12:05Z [--] followers, [--] engagements "$NET good job" [X Link](https://x.com/alnvision/status/2021368829746741353) 2026-02-10T23:40Z [--] followers, [---] engagements "Found this picture of T-shirt today massively relevant lately where I can buy it😆" [X Link](https://x.com/alnvision/status/2022083299687248146) 2026-02-12T23:00Z [--] followers, [--] engagements "okay. BREAKING: Renaissance Technologies founded by the legendary mathematician Jim Simons has filed a portfolio update. The largest stock position in the filing was Palantir $PLTR. Full holdings up on Quiver. https://t.co/2vR9Xo4RBB BREAKING: Renaissance Technologies founded by the legendary mathematician Jim Simons has filed a portfolio update. The largest stock position in the filing was Palantir $PLTR. Full holdings up on Quiver. https://t.co/2vR9Xo4RBB" [X Link](https://x.com/anyuser/status/2022083832191889886) 2026-02-12T23:02Z [--] followers, [--] engagements "seeing @elonmusk cooking #Anthropic after they raised [--] billion is hilarious on God" [X Link](https://x.com/alnvision/status/2022084730473300010) 2026-02-12T23:05Z [--] followers, [--] engagements "Im continuing to monitor my positions in Devon Energy ($DVN) and Cloudflare ($NET) both of which have recently reached initial target ranges. The recent price performance (+11.07% for $DVN and +15.00% for $NET) reflects execution aligning with base-case assumptions. Happy to exchange views with anyone following these names https://twitter.com/i/web/status/2022446164302274874 https://twitter.com/i/web/status/2022446164302274874" [X Link](https://x.com/anyuser/status/2022446164302274874) 2026-02-13T23:01Z [--] followers, [---] engagements "any thoughts on $TPL" [X Link](https://x.com/anyuser/status/2022446331365556628) 2026-02-13T23:02Z [--] followers, [---] engagements "Starting to cover $TPL in my watchlist. If you have any thoughts on that feel free to DM me I will be happy to share my perspective #TPL #SP500 #investing" [X Link](https://x.com/anyuser/status/2022822258650055055) 2026-02-14T23:56Z [--] followers, [---] engagements "Do people actually realize how scary is the growth rate of AI With every technology old jobs disappear labor market adapts to new laws governments make new policies that was pretty normal case before but it's different with AI The speed of AI development being accelerated by hyperscalers average persons time needed to adapt. This will lead to several problems starting from permanent underclass - limited vertical mobility Firstly there was a point when things were hard getting rich was hard Then came the period when getting richer was easy with the boom of new things But now we will face again" [X Link](https://x.com/alnvision/status/2022825824844456127) 2026-02-15T00:10Z [--] followers, [--] engagements "Trading is one of the most important skills that changes a person internally and fundamentally You cannot succeed in it being lazy undiciplined unfaithfull not humble to learn from mistakes not controlling your ego etc etc Trading is really spiritual journey and internet clowns making this word lose its value and depth nowadays I wonder sometimes how real traders feel when they say to people their profession and immediately face questions like "then where is your lambo" . Its like if I go to gym [--] months and compare myself with Cristiano Ronaldo saying that Im a pro athlete real athletes will" [X Link](https://x.com/alnvision/status/2022827816505516125) 2026-02-15T00:18Z [--] followers, [---] engagements "$NBIS is looking bullish. Added to my portfolio [--] weeks ago already sitting with pretty good green numbers. Genuinely wondering where we may go 100+ easy on Monday" [X Link](https://x.com/anyuser/status/2023132709590339977) 2026-02-15T20:30Z [--] followers, [---] engagements "Im not saying good news in terms of ethics surely but $DVN will be under radar of mine for sure after that firing missiles BREAKING: Iran has begun firing missiles toward the Strait of Hormuz per AP. 20% of global oil supply currently flows through the Strait of Hormuz. BREAKING: Iran has begun firing missiles toward the Strait of Hormuz per AP. 20% of global oil supply currently flows through the Strait of Hormuz" [X Link](https://x.com/alnvision/status/2023726541109338521) 2026-02-17T11:49Z [--] followers, [---] engagements "JUST IN: $META and $NVDA announce multiyear strategic partnership for AI infrastructure. Key details: $META expands $NVDA CPU deployment improving performance per watt in data centers Collaborating on deploying NVDA Vera CPUs with potential large-scale deployment in [----] $META adopts NVDA Confidential Computing for AI and privacy $META scales AI workloads with NVDA Spectrum-X Ethernet https://x.com/WOLF_Financial/status/2023869416489054660/photo/1 https://x.com/WOLF_Financial/status/2023869416489054660/photo/1" [X Link](https://x.com/anyuser/status/2023869416489054660) 2026-02-17T21:17Z 458.7K followers, [----] engagements "💥 BREAKING: ENVESTNET ASSET MANAGEMENT INCREASES $NBIS STAKE BY 36% Position now stands at [------] shares valued at approximately $24M Another institutional holder adding exposure. Ownership continues to build" [X Link](https://x.com/anyuser/status/2023404750600110241) 2026-02-16T14:31Z [----] followers, 10.6K engagements "Im not saying good news in terms of ethics surely but $DVN will be under radar of mine for sure after that firing missiles BREAKING: Iran has begun firing missiles toward the Strait of Hormuz per AP. 20% of global oil supply currently flows through the Strait of Hormuz. BREAKING: Iran has begun firing missiles toward the Strait of Hormuz per AP. 20% of global oil supply currently flows through the Strait of Hormuz" [X Link](https://x.com/alnvision/status/2023726541109338521) 2026-02-17T11:49Z [--] followers, [---] engagements "BREAKING: Iran has begun firing missiles toward the Strait of Hormuz per AP. 20% of global oil supply currently flows through the Strait of Hormuz" [X Link](https://x.com/anyuser/status/2023708453399617583) 2026-02-17T10:37Z 1.4M followers, 1M engagements "$NBIS is looking bullish. Added to my portfolio [--] weeks ago already sitting with pretty good green numbers. Genuinely wondering where we may go 100+ easy on Monday" [X Link](https://x.com/anyuser/status/2023132709590339977) 2026-02-15T20:30Z [--] followers, [---] engagements "💥BREAKING: BLACKROCK FILES 9.43M SHARE POSITION IN $NBIS BlackRock just disclosed ownership of [-------] shares of Nebius Group N.V. worth $789M as of Dec [--]. Previous filing showed just [-----] shares. A reported 39418% increase quarter over quarter" [X Link](https://x.com/anyuser/status/2023079536716599632) 2026-02-15T16:58Z [----] followers, 211.3K engagements "Trading is one of the most important skills that changes a person internally and fundamentally You cannot succeed in it being lazy undiciplined unfaithfull not humble to learn from mistakes not controlling your ego etc etc Trading is really spiritual journey and internet clowns making this word lose its value and depth nowadays I wonder sometimes how real traders feel when they say to people their profession and immediately face questions like "then where is your lambo" . Its like if I go to gym [--] months and compare myself with Cristiano Ronaldo saying that Im a pro athlete real athletes will" [X Link](https://x.com/alnvision/status/2022827816505516125) 2026-02-15T00:18Z [--] followers, [---] engagements "Please learn how to trade or learn how to code and be a top 1% dev Or learn how to sell to people who have MONEEEYYYYY or learn how to automate tasks (ai inclined) other than these most people are gonna be cooked" [X Link](https://x.com/anyuser/status/2022750592892875175) 2026-02-14T19:11Z 14.5K followers, 46.3K engagements "Do people actually realize how scary is the growth rate of AI With every technology old jobs disappear labor market adapts to new laws governments make new policies that was pretty normal case before but it's different with AI The speed of AI development being accelerated by hyperscalers average persons time needed to adapt. This will lead to several problems starting from permanent underclass - limited vertical mobility Firstly there was a point when things were hard getting rich was hard Then came the period when getting richer was easy with the boom of new things But now we will face again" [X Link](https://x.com/alnvision/status/2022825824844456127) 2026-02-15T00:10Z [--] followers, [--] engagements "Starting to cover $TPL in my watchlist. If you have any thoughts on that feel free to DM me I will be happy to share my perspective #TPL #SP500 #investing" [X Link](https://x.com/anyuser/status/2022822258650055055) 2026-02-14T23:56Z [--] followers, [---] engagements "any thoughts on $TPL" [X Link](https://x.com/anyuser/status/2022446331365556628) 2026-02-13T23:02Z [--] followers, [---] engagements "Im continuing to monitor my positions in Devon Energy ($DVN) and Cloudflare ($NET) both of which have recently reached initial target ranges. The recent price performance (+11.07% for $DVN and +15.00% for $NET) reflects execution aligning with base-case assumptions. Happy to exchange views with anyone following these names https://twitter.com/i/web/status/2022446164302274874 https://twitter.com/i/web/status/2022446164302274874" [X Link](https://x.com/anyuser/status/2022446164302274874) 2026-02-13T23:01Z [--] followers, [---] engagements "Being broke is hard Becoming rich is hard Choose your hard & you can apply this to anything in life not just money" [X Link](https://x.com/anyuser/status/2022017037493748154) 2026-02-12T18:36Z 40.9K followers, [----] engagements "seeing @elonmusk cooking #Anthropic after they raised [--] billion is hilarious on God" [X Link](https://x.com/alnvision/status/2022084730473300010) 2026-02-12T23:05Z [--] followers, [--] engagements "okay. BREAKING: Renaissance Technologies founded by the legendary mathematician Jim Simons has filed a portfolio update. The largest stock position in the filing was Palantir $PLTR. Full holdings up on Quiver. https://t.co/2vR9Xo4RBB BREAKING: Renaissance Technologies founded by the legendary mathematician Jim Simons has filed a portfolio update. The largest stock position in the filing was Palantir $PLTR. Full holdings up on Quiver. https://t.co/2vR9Xo4RBB" [X Link](https://x.com/anyuser/status/2022083832191889886) 2026-02-12T23:02Z [--] followers, [--] engagements "BREAKING: Renaissance Technologies founded by the legendary mathematician Jim Simons has filed a portfolio update. The largest stock position in the filing was Palantir $PLTR. Full holdings up on Quiver" [X Link](https://x.com/anyuser/status/2022044520997908806) 2026-02-12T20:25Z 414.2K followers, 243.7K engagements "Found this picture of T-shirt today massively relevant lately where I can buy it😆" [X Link](https://x.com/alnvision/status/2022083299687248146) 2026-02-12T23:00Z [--] followers, [--] engagements "Hey Gemini make a financial model for this stock I own that confirms my long bias" [X Link](https://x.com/anyuser/status/2021766932416921845) 2026-02-12T02:02Z 84.6K followers, 63.9K engagements "$NET good job" [X Link](https://x.com/alnvision/status/2021368829746741353) 2026-02-10T23:40Z [--] followers, [---] engagements "This guy is having literally everyone's dream setup" [X Link](https://x.com/anyuser/status/2020437191756026198) 2026-02-08T09:58Z 21.7K followers, 1.7M engagements "I think in few years we will see high demand and more focus in energy-related companies because just by pure logic if AI gets more exposure then basically it will need more energy; AI is not restrained by talent problem but with an energy required to run all this infrastructure So I will look closely at next companies how they will act If you have any thoughts on these tickers please feel free to share your thoughts will be appreciated $DUK $EXC $D $SO $NRG $VST $AEP $PWR $FLNC $TSLA $VRT $EMR $FCX $ALB $LAC $UUUU $UEC $MP $EQIX $DLR $GNRC $ETN" [X Link](https://x.com/alnvision/status/2020106741069811875) 2026-02-07T12:05Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@alnvision aln.here
aln.here posts on X about ai, breaking, if you, $dvn the most. They currently have [-------] followers and [--] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
Mentions: [--] #
Followers: [-------] #
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks countries technology brands celebrities financial services
Social topic influence ai, breaking, if you, $dvn #28, sentiment, $net #32, $tpl #16, $nbis, gold, inflation
Top accounts mentioned or mentioned by @fortecharts @incognitoman110 @elonmusk @thevixhal @hamptonism @spicyofc @orrdavid @fearlesstrades @t0mbfx @ginkgocap @smallcapsnipa @evgeni2georgiev
Top assets mentioned Devon Energy Corp (DVN) Cloudflare, Inc. (NET) Texas Pacific Land, Corp. (TPL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Palantir Technologies Inc. (PLTR) Alpha Technology Group Limited (ATGL) Vertiv Holdings Co (VRT) Metadium (META) NVIDIA Corp. (NVDA) BlackRock Inc (BLK)
Top Social Posts
Top posts by engagements in the last [--] hours
"@TheVixhal hey mate I'm building student-led hedge fund as an investor club diving deep into finance/quant/ai let's connect"
X Link 2025-12-14T23:21Z [--] followers, [--] engagements
"made a little research on how gold (comex gold futures (gc=f)) is correlated to stock market (sp500 as a proxy) actually results are expected and numbers just confirmed that economically negligible stats: alpha [------] (daily) beta [-----] R2 [-----] p-value (beta) 0.09"
X Link 2025-12-24T12:43Z [--] followers, [--] engagements
"closed this year in trading with a 18.5% of total return compared to sp500 which is approx now at +14.8% not that much compared to benchmark but still beat it little win much place to learn and improve"
X Link 2025-12-25T14:36Z [--] followers, [--] engagements
"jp morgan updated their view about gold prices seeing it at $5005 world is heading to fragmentation china is importing tons of gold [----] is gonna be interesting https://www.kitco.com/news/article/2025-12-22/jp-morgan-sees-gold-5055-q4-2026-china-and-cryptosphere-add-new-demand https://www.kitco.com/news/article/2025-12-22/jp-morgan-sees-gold-5055-q4-2026-china-and-cryptosphere-add-new-demand"
X Link 2025-12-26T13:32Z [--] followers, [--] engagements
"This single chart explains why 60/40 worked for decades and why it broke after [----]. It shows the rolling correlation between S&P [---] and US Treasuries (TLT). Correlation is the hidden backbone of diversification"
X Link 2025-12-26T14:44Z [--] followers, [--] engagements
"From [----] to [----] the correlation is mostly negative. When stocks fell bonds rose. When risk spiked duration protected portfolios. This is the golden age of stockbond diversification"
X Link 2025-12-26T14:44Z [--] followers, [--] engagements
"Then comes [----]. Correlation becomes unstable. Sharp flips. Regime breaks. Noise everywhere. Liquidity not fundamentals drives markets. Traditional relationships temporarily stop working"
X Link 2025-12-26T14:44Z [--] followers, [--] engagements
"Post-2020 is the real structural shift. Correlation moves toward zero and positive. Stocks and bonds fall together. Duration stops hedging risk it adds risk. This is the inflation + rate shock regime"
X Link 2025-12-26T14:44Z [--] followers, [--] engagements
"But that hedge is fragile. Bond protection is regime-dependent. Inflation breaks it. Rate shocks reverse it. Diversification assumptions must adapt"
X Link 2025-12-26T14:56Z [--] followers, [--] engagements
"Aggregate bonds are weak defenders. Mixing duration with credit dilutes hedging power. If you want protection own duration intentionally not vaguely"
X Link 2025-12-26T14:56Z [--] followers, [--] engagements
"Gold looks boring - and thats why it works. Low correlation across assets. No strong ties to growth or rates. Gold isnt a return engine. Its insurance against monetary disorder"
X Link 2025-12-26T14:56Z [--] followers, [--] engagements
"Commodities dont hedge recessions. They hedge inflation. Their diversification value appears when price stability disappears - not when growth slows"
X Link 2025-12-26T14:56Z [--] followers, [--] engagements
"@hamptonism depends where you live and what level of comfort you accept; you can live like a king in third world countries but the question would you accept that level or not some people still work having billions retirement is not about money after some point"
X Link 2025-12-28T10:04Z [--] followers, [--] engagements
"@spicyofc if it is boring it is working"
X Link 2025-12-30T11:21Z [--] followers, [--] engagements
"Do sentiment extremes predict future returns I tested it"
X Link 2025-12-30T11:25Z [--] followers, [--] engagements
"When fear is extreme (top 10% VIX) forward S&P [---] returns are: +2% (1M) +4% (3M) +7% (6M)"
X Link 2025-12-30T11:25Z [--] followers, [--] engagements
"gold and silver are making ath crypto and stock market are dropping trump wants to take greenland europe is facing its downfall china accumulating metals. what's next"
X Link 2026-01-21T00:17Z [--] followers, [--] engagements
"#gold #silver #trump #elon #xauusd #xagusd #europe #greenland"
X Link 2026-01-21T00:18Z [--] followers, [--] engagements
"Weekly Market Outlook below What is happening in market last week and this week:"
X Link 2026-02-04T02:21Z [--] followers, [--] engagements
"Executive summary: what matters this week Last week delivered a rare mix of surface calm and high intraday volatility: equities finished roughly flat overall but the week included sharp sell-offs driven by jitters around AI investment (including notable moves in the #SP500). In the base case this looks more like a rotation among winners than the end of the #AI theme. The key idea in this outlook is infrastructure: it is shifting from a boring defensive corner of the market into a core beneficiary of multiple long-term megatrends (AI buildout energy security EM urbanization and the energy"
X Link 2026-02-04T02:21Z [--] followers, [--] engagements
"@orrdavid looks good David Bon appetit"
X Link 2026-02-04T03:13Z [--] followers, [---] engagements
"I tested how long fear actually lasts after market crashes and here are the results:"
X Link 2026-02-04T07:18Z [--] followers, [--] engagements
"Using S&P [---] drawdowns 15% and VIX as a fear proxy I measured how long it takes for sentiment to normalize after a crash"
X Link 2026-02-04T07:18Z [--] followers, [--] engagements
"Result: Median sentiment recovery [--] trading days Mean [--] days"
X Link 2026-02-04T07:18Z [--] followers, [--] engagements
"The distribution is tight. Most recoveries happen between [----] days. Very few cases last longer"
X Link 2026-02-04T07:18Z [--] followers, [--] engagements
"This matters because sentiment recovers much faster than prices"
X Link 2026-02-04T07:18Z [--] followers, [--] engagements
"@Fearless_Trades Impressive man I'm also building my own customized tools at this point vibecoding is truly changing game"
X Link 2026-02-12T23:37Z [--] followers, [---] engagements
"@t0mbfx I have the same thoughts. Fund is for super wealthy people because you need to protect your money properly (1) and then earn something above (2). But with 10-200k does it really worth it to wait [--] year to make 10-15% of return I doubt it"
X Link 2026-02-14T23:43Z [--] followers, [---] engagements
"@ginkgo_cap what do you think about shorting with momentum strategy companies in sp500 that made losses the last day i mean there is a list in Bloomberg Terminal in MOV GO so you can see the ones that performed bad"
X Link 2026-02-15T02:27Z [--] followers, [--] engagements
"@ForteCharts what made you say so mate"
X Link 2026-02-15T02:28Z [--] followers, [--] engagements
"@SmallCapSnipa Power demand cooling energy - all of them are bottlenecks of this AI stuff just taking a look at $VRT - insane growth lately should tell about something"
X Link 2026-02-15T01:58Z [--] followers, [---] engagements
"@Incognitoman110 Im bullish on $DVN"
X Link 2026-02-15T16:47Z [--] followers, [--] engagements
"First I thought about athletes who are anti examples of this (Cristiano Messi Khabib Islam). They have incredible career in a brilliant shape and have loving family. But then I thought It was never like that always Khabib Islam were training apart from his family for long time Cristiano got married after achieving almost everything So basically yes It's necessary to turn off one of them in some periods of life but It doesn't mean that You can turn on again when you are ready https://twitter.com/i/web/status/2023135634194661539 https://twitter.com/i/web/status/2023135634194661539"
X Link 2026-02-15T20:41Z [--] followers, [----] engagements
"I think in few years we will see high demand and more focus in energy-related companies because just by pure logic if AI gets more exposure then basically it will need more energy; AI is not restrained by talent problem but with an energy required to run all this infrastructure So I will look closely at next companies how they will act If you have any thoughts on these tickers please feel free to share your thoughts will be appreciated $DUK $EXC $D $SO $NRG $VST $AEP $PWR $FLNC $TSLA $VRT $EMR $FCX $ALB $LAC $UUUU $UEC $MP $EQIX $DLR $GNRC $ETN"
X Link 2026-02-07T12:05Z [--] followers, [--] engagements
"$NET good job"
X Link 2026-02-10T23:40Z [--] followers, [---] engagements
"Found this picture of T-shirt today massively relevant lately where I can buy it😆"
X Link 2026-02-12T23:00Z [--] followers, [--] engagements
"okay. BREAKING: Renaissance Technologies founded by the legendary mathematician Jim Simons has filed a portfolio update. The largest stock position in the filing was Palantir $PLTR. Full holdings up on Quiver. https://t.co/2vR9Xo4RBB BREAKING: Renaissance Technologies founded by the legendary mathematician Jim Simons has filed a portfolio update. The largest stock position in the filing was Palantir $PLTR. Full holdings up on Quiver. https://t.co/2vR9Xo4RBB"
X Link 2026-02-12T23:02Z [--] followers, [--] engagements
"seeing @elonmusk cooking #Anthropic after they raised [--] billion is hilarious on God"
X Link 2026-02-12T23:05Z [--] followers, [--] engagements
"Im continuing to monitor my positions in Devon Energy ($DVN) and Cloudflare ($NET) both of which have recently reached initial target ranges. The recent price performance (+11.07% for $DVN and +15.00% for $NET) reflects execution aligning with base-case assumptions. Happy to exchange views with anyone following these names https://twitter.com/i/web/status/2022446164302274874 https://twitter.com/i/web/status/2022446164302274874"
X Link 2026-02-13T23:01Z [--] followers, [---] engagements
"any thoughts on $TPL"
X Link 2026-02-13T23:02Z [--] followers, [---] engagements
"Starting to cover $TPL in my watchlist. If you have any thoughts on that feel free to DM me I will be happy to share my perspective #TPL #SP500 #investing"
X Link 2026-02-14T23:56Z [--] followers, [---] engagements
"Do people actually realize how scary is the growth rate of AI With every technology old jobs disappear labor market adapts to new laws governments make new policies that was pretty normal case before but it's different with AI The speed of AI development being accelerated by hyperscalers average persons time needed to adapt. This will lead to several problems starting from permanent underclass - limited vertical mobility Firstly there was a point when things were hard getting rich was hard Then came the period when getting richer was easy with the boom of new things But now we will face again"
X Link 2026-02-15T00:10Z [--] followers, [--] engagements
"Trading is one of the most important skills that changes a person internally and fundamentally You cannot succeed in it being lazy undiciplined unfaithfull not humble to learn from mistakes not controlling your ego etc etc Trading is really spiritual journey and internet clowns making this word lose its value and depth nowadays I wonder sometimes how real traders feel when they say to people their profession and immediately face questions like "then where is your lambo" . Its like if I go to gym [--] months and compare myself with Cristiano Ronaldo saying that Im a pro athlete real athletes will"
X Link 2026-02-15T00:18Z [--] followers, [---] engagements
"$NBIS is looking bullish. Added to my portfolio [--] weeks ago already sitting with pretty good green numbers. Genuinely wondering where we may go 100+ easy on Monday"
X Link 2026-02-15T20:30Z [--] followers, [---] engagements
"Im not saying good news in terms of ethics surely but $DVN will be under radar of mine for sure after that firing missiles BREAKING: Iran has begun firing missiles toward the Strait of Hormuz per AP. 20% of global oil supply currently flows through the Strait of Hormuz. BREAKING: Iran has begun firing missiles toward the Strait of Hormuz per AP. 20% of global oil supply currently flows through the Strait of Hormuz"
X Link 2026-02-17T11:49Z [--] followers, [---] engagements
"JUST IN: $META and $NVDA announce multiyear strategic partnership for AI infrastructure. Key details: $META expands $NVDA CPU deployment improving performance per watt in data centers Collaborating on deploying NVDA Vera CPUs with potential large-scale deployment in [----] $META adopts NVDA Confidential Computing for AI and privacy $META scales AI workloads with NVDA Spectrum-X Ethernet https://x.com/WOLF_Financial/status/2023869416489054660/photo/1 https://x.com/WOLF_Financial/status/2023869416489054660/photo/1"
X Link 2026-02-17T21:17Z 458.7K followers, [----] engagements
"💥 BREAKING: ENVESTNET ASSET MANAGEMENT INCREASES $NBIS STAKE BY 36% Position now stands at [------] shares valued at approximately $24M Another institutional holder adding exposure. Ownership continues to build"
X Link 2026-02-16T14:31Z [----] followers, 10.6K engagements
"Im not saying good news in terms of ethics surely but $DVN will be under radar of mine for sure after that firing missiles BREAKING: Iran has begun firing missiles toward the Strait of Hormuz per AP. 20% of global oil supply currently flows through the Strait of Hormuz. BREAKING: Iran has begun firing missiles toward the Strait of Hormuz per AP. 20% of global oil supply currently flows through the Strait of Hormuz"
X Link 2026-02-17T11:49Z [--] followers, [---] engagements
"BREAKING: Iran has begun firing missiles toward the Strait of Hormuz per AP. 20% of global oil supply currently flows through the Strait of Hormuz"
X Link 2026-02-17T10:37Z 1.4M followers, 1M engagements
"$NBIS is looking bullish. Added to my portfolio [--] weeks ago already sitting with pretty good green numbers. Genuinely wondering where we may go 100+ easy on Monday"
X Link 2026-02-15T20:30Z [--] followers, [---] engagements
"💥BREAKING: BLACKROCK FILES 9.43M SHARE POSITION IN $NBIS BlackRock just disclosed ownership of [-------] shares of Nebius Group N.V. worth $789M as of Dec [--]. Previous filing showed just [-----] shares. A reported 39418% increase quarter over quarter"
X Link 2026-02-15T16:58Z [----] followers, 211.3K engagements
"Trading is one of the most important skills that changes a person internally and fundamentally You cannot succeed in it being lazy undiciplined unfaithfull not humble to learn from mistakes not controlling your ego etc etc Trading is really spiritual journey and internet clowns making this word lose its value and depth nowadays I wonder sometimes how real traders feel when they say to people their profession and immediately face questions like "then where is your lambo" . Its like if I go to gym [--] months and compare myself with Cristiano Ronaldo saying that Im a pro athlete real athletes will"
X Link 2026-02-15T00:18Z [--] followers, [---] engagements
"Please learn how to trade or learn how to code and be a top 1% dev Or learn how to sell to people who have MONEEEYYYYY or learn how to automate tasks (ai inclined) other than these most people are gonna be cooked"
X Link 2026-02-14T19:11Z 14.5K followers, 46.3K engagements
"Do people actually realize how scary is the growth rate of AI With every technology old jobs disappear labor market adapts to new laws governments make new policies that was pretty normal case before but it's different with AI The speed of AI development being accelerated by hyperscalers average persons time needed to adapt. This will lead to several problems starting from permanent underclass - limited vertical mobility Firstly there was a point when things were hard getting rich was hard Then came the period when getting richer was easy with the boom of new things But now we will face again"
X Link 2026-02-15T00:10Z [--] followers, [--] engagements
"Starting to cover $TPL in my watchlist. If you have any thoughts on that feel free to DM me I will be happy to share my perspective #TPL #SP500 #investing"
X Link 2026-02-14T23:56Z [--] followers, [---] engagements
"any thoughts on $TPL"
X Link 2026-02-13T23:02Z [--] followers, [---] engagements
"Im continuing to monitor my positions in Devon Energy ($DVN) and Cloudflare ($NET) both of which have recently reached initial target ranges. The recent price performance (+11.07% for $DVN and +15.00% for $NET) reflects execution aligning with base-case assumptions. Happy to exchange views with anyone following these names https://twitter.com/i/web/status/2022446164302274874 https://twitter.com/i/web/status/2022446164302274874"
X Link 2026-02-13T23:01Z [--] followers, [---] engagements
"Being broke is hard Becoming rich is hard Choose your hard & you can apply this to anything in life not just money"
X Link 2026-02-12T18:36Z 40.9K followers, [----] engagements
"seeing @elonmusk cooking #Anthropic after they raised [--] billion is hilarious on God"
X Link 2026-02-12T23:05Z [--] followers, [--] engagements
"okay. BREAKING: Renaissance Technologies founded by the legendary mathematician Jim Simons has filed a portfolio update. The largest stock position in the filing was Palantir $PLTR. Full holdings up on Quiver. https://t.co/2vR9Xo4RBB BREAKING: Renaissance Technologies founded by the legendary mathematician Jim Simons has filed a portfolio update. The largest stock position in the filing was Palantir $PLTR. Full holdings up on Quiver. https://t.co/2vR9Xo4RBB"
X Link 2026-02-12T23:02Z [--] followers, [--] engagements
"BREAKING: Renaissance Technologies founded by the legendary mathematician Jim Simons has filed a portfolio update. The largest stock position in the filing was Palantir $PLTR. Full holdings up on Quiver"
X Link 2026-02-12T20:25Z 414.2K followers, 243.7K engagements
"Found this picture of T-shirt today massively relevant lately where I can buy it😆"
X Link 2026-02-12T23:00Z [--] followers, [--] engagements
"Hey Gemini make a financial model for this stock I own that confirms my long bias"
X Link 2026-02-12T02:02Z 84.6K followers, 63.9K engagements
"$NET good job"
X Link 2026-02-10T23:40Z [--] followers, [---] engagements
"This guy is having literally everyone's dream setup"
X Link 2026-02-08T09:58Z 21.7K followers, 1.7M engagements
"I think in few years we will see high demand and more focus in energy-related companies because just by pure logic if AI gets more exposure then basically it will need more energy; AI is not restrained by talent problem but with an energy required to run all this infrastructure So I will look closely at next companies how they will act If you have any thoughts on these tickers please feel free to share your thoughts will be appreciated $DUK $EXC $D $SO $NRG $VST $AEP $PWR $FLNC $TSLA $VRT $EMR $FCX $ALB $LAC $UUUU $UEC $MP $EQIX $DLR $GNRC $ETN"
X Link 2026-02-07T12:05Z [--] followers, [--] engagements
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