#  @bill_baruch Bill Blue Line Bill Blue Line posts on X about $spy, $gld, $nvda, $qqq the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::411572481/interactions)  - [--] Week [------] -67% - [--] Month [------] +23% - [--] Months [-------] -73% - [--] Year [---------] +123% ### Mentions: [--] [#](/creator/twitter::411572481/posts_active)  - [--] Week [--] -15% - [--] Month [--] +65% - [--] Months [---] -22% - [--] Year [---] -36% ### Followers: [------] [#](/creator/twitter::411572481/followers)  - [--] Week [------] +0.58% - [--] Month [------] +2.90% - [--] Months [------] +18% - [--] Year [------] +29% ### CreatorRank: [---------] [#](/creator/twitter::411572481/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [countries](/list/countries) [currencies](/list/currencies) [exchanges](/list/exchanges) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) **Social topic influence** [$spy](/topic/$spy) #894, [$gld](/topic/$gld) #57, [$nvda](/topic/$nvda), [$qqq](/topic/$qqq) #294, [$slv](/topic/$slv) #65, [nvda](/topic/nvda), [$tsla](/topic/$tsla), [meta](/topic/meta), [$avgo](/topic/$avgo) #121, [$amzn](/topic/$amzn) **Top accounts mentioned or mentioned by** [@halftimereport](/creator/undefined) [@cmegroup](/creator/undefined) [@bluelinecap](/creator/undefined) [@bluelinefutures](/creator/undefined) [@tradingview](/creator/undefined) [@divestech](/creator/undefined) [@billbaruch](/creator/undefined) [@pstreible](/creator/undefined) [@markets](/creator/undefined) [@blooddotegg](/creator/undefined) [@ht911](/creator/undefined) [@scottwapnercnbc](/creator/undefined) [@mikezaccardi](/creator/undefined) [@bccmchicago](/creator/undefined) [@epictrades1](/creator/undefined) [@proctooor](/creator/undefined) [@futureproofhq](/creator/undefined) [@karelmercx](/creator/undefined) [@youtube](/creator/undefined) [@economics](/creator/undefined) **Top assets mentioned** [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [SPDR GOLD ETF (GLD)](/topic/$gld) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Micron Technology, Inc. (MU)](/topic/$mu) [Metadium (META)](/topic/$meta) [Oracle Corporation (ORCL)](/topic/$orcl) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Advanced Micro Devices (AMD)](/topic/$amd) [Netflix Inc (NFLX)](/topic/$nflx) [Exxon Mobil (XOM)](/topic/$xom) [GammaSwap (GS)](/topic/$gs) [Spacemesh (SMH)](/topic/$smh) [Eli Lilly and Company (LLY)](/topic/$lly) [Uber Technologies, Inc. (UBER)](/topic/$uber) [AbbVie Inc (ABBV)](/topic/$abbv) [CatCoin (CAT)](/topic/$cat) [United Rentals, Inc. (URI)](/topic/$uri) [JPMorgan Chase (JPM)](/topic/$jpm) [Synopsys, Inc. (SNPS)](/topic/$snps) [MasTec, Inc. (MTZ)](/topic/$mtz) [Intel Corporation (INTC)](/topic/$intc) [iShares BTC Trust (IBIT)](/topic/$ibit) [Basis Cash (BAC)](/topic/$bac) [Amgen, Inc. (AMGN)](/topic/$amgn) [Walmart, Inc. (WMT)](/topic/$wmt) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [AppLovin Corporation (APP)](/topic/$app) [Now Coin (NOW)](/topic/$now) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Home Depot, Inc. (HD)](/topic/$hd) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Doge Jones Industrial Average (DJI)](/topic/$dji) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Partisia Blockchain (MPC)](/topic/$mpc) [Rally (RLY)](/topic/rally) ### Top Social Posts Top posts by engagements in the last [--] hours "Popping on @HalftimeReport with some exciting news and diving into miners $GDX $GLD $SLV $SIL. Tune in" [X Link](https://x.com/bill_baruch/status/1942981429006086639) 2025-07-09T16:17Z 10.3K followers, [----] engagements "UBS gold price target raised to $3800/oz by end-2025 Reuters https://www.reuters.com/markets/commodities/ubs-raises-gold-price-target-3800oz-by-end-2025-2025-09-12/ https://www.reuters.com/markets/commodities/ubs-raises-gold-price-target-3800oz-by-end-2025-2025-09-12/" [X Link](https://x.com/bill_baruch/status/1966437355935433156) 2025-09-12T09:42Z 10.2K followers, [---] engagements "@RampCapitalLLC At our lake house new build put one in the basement. Went with Harvia tile floor for ease of cleaning cedar bench and second tier. The most expensive thing was the doors. Went custom and they look fantastic one opens to bathroom and shower the other main entry" [X Link](https://x.com/bill_baruch/status/1997769514444840980) 2025-12-07T20:45Z 10.1K followers, [---] engagements "Memory chip shortage to last through [----] semiconductor boss says $MU $SNDK $WDC $SNPS https://cnb.cx/49FMifN https://cnb.cx/49FMifN" [X Link](https://x.com/bill_baruch/status/2015773055260258589) 2026-01-26T13:05Z 10.1K followers, [---] engagements "Air pocket this morning amid softwares continued bludgeoning $MSFT $NOW geopolitics and $USD volatility. But we bounced back led by $META $GOOG $CAT $XLF and then a solid report from $AAPL. Volatility in $GLD $SLV continues and Fed pick incoming" [X Link](https://x.com/bill_baruch/status/2017044772695970007) 2026-01-30T01:18Z 10.3K followers, [----] engagements "Started the day on top of Snowmass. Get out and have a Saturday" [X Link](https://x.com/bill_baruch/status/2017663281234907420) 2026-01-31T18:16Z 10.1K followers, [----] engagements "$GOOG just said hold my beer to your CapEx concerns" [X Link](https://x.com/anyuser/status/2019163118031536222) 2026-02-04T21:36Z 10.4K followers, [----] engagements "Another tech led route hit $SPY $QQQ early with names like $AMD $MU $NVDA $AVGO $TSLA. But different story $DJX $AMGN $XLV $XLF $NKE. Big beat by $GOOG after the bell with surge in [--] CapEx lifting most boats. Will be on @HalftimeReport tomorrow. Tune in" [X Link](https://x.com/anyuser/status/2019175468474544360) 2026-02-04T22:25Z 10.4K followers, [----] engagements "Joining @HalftimeReport for the hour from the office Tune in" [X Link](https://x.com/anyuser/status/2019455268405346603) 2026-02-05T16:57Z 10.4K followers, [----] engagements "Its ugly out there $IGV $MSFT shed another 5% #ES_F $SPY $QQQ new lows into the close. $LLY coughs up yesterdays big day. $AVGO +6% to +80bps today. $GLD $SLV finish on lows. At least $TLT beginning to respond" [X Link](https://x.com/bill_baruch/status/2019540371311849732) 2026-02-05T22:35Z 10.3K followers, [---] engagements "@TAdubato18 Definitely has something to do with it. Leverage is leaving the system in a handful of places" [X Link](https://x.com/bill_baruch/status/2019543239750218219) 2026-02-05T22:46Z 10.3K followers, [--] engagements "Back at the NYSE for @HalftimeReport. Tech is lagging healthcare and financials are ripping and Silver set a new record high. Make sure to tune in" [X Link](https://x.com/bill_baruch/status/1989015034266112003) 2025-11-13T16:58Z 10.3K followers, [----] engagements "I have seen a lot of complicated responses/explanations/justifications to Fridays fallout in $SLV $GLD. A must read from @KarelMercx who breaks it down amazingly here. Yes retail frenzy took hold and leveraged ETFs had a hand. A lot of the time things are much simpler. Look at @KarelMercx explanation and now layer in option expiration that was Tuesday and listen to what the market is telling you available inventories becoming tighter combined with a mounting open interest in options that a month and two months ago were far from the money. In the money those options are [--] for [--] futures. The" [X Link](https://x.com/anyuser/status/2017990645873520773) 2026-02-01T15:57Z 10.4K followers, 13.5K engagements "$SPY $QQQ picked up right where they left off with another big rebound day from $IGV $SMH led by $MSFT $PLTR $CRWD $NVDA $AVGO. As tech picks up wind comes out of $XLP $WMT $KO $PEP. Also $GLD back above $5000 $SLV. Big week of data and earnings ahead" [X Link](https://x.com/anyuser/status/2020998445612347622) 2026-02-09T23:09Z 10.4K followers, [----] engagements "@mike_h1990 Thank you 🙏" [X Link](https://x.com/bill_baruch/status/2021053192394637520) 2026-02-10T02:46Z 10.3K followers, [--] engagements "@masspiker57" [X Link](https://x.com/bill_baruch/status/2021195795890856248) 2026-02-10T12:13Z 10.3K followers, [--] engagements "Not a fluid finish but maybe just a consolidation as $XLF gets disrupted and profit taking ahead of Nonfarm Payrolls. $SPY $QQQ holding support with strong showings from $TSLA $ORCL $HD $DIS $NFLX $NOW $APP $XLU" [X Link](https://x.com/anyuser/status/2021374324503101555) 2026-02-11T00:02Z 10.4K followers, [----] engagements "A sea of red $QQQ -2% $SMH -3%. $BRKB $LLY $CSCO $XLE positive and $SPY so far holding last Friday gap. Weakness in stocks along with $DXY $TLT $GLD $SLV. Crude on the move tonight though" [X Link](https://x.com/bill_baruch/status/1989150982618640811) 2025-11-14T01:58Z 10.4K followers, [----] engagements "What a rebound 50k $DJX but make no mistake this was tech led $QQQ $NVDA testing the [---] dma and responding. This was exactly what I wanted to see leaned into $NVDA $AVGO $PLTR $BRKB $VRT. Nice response from lows in $GLD $SLV from a bleak start last night. Have a great weekend" [X Link](https://x.com/anyuser/status/2019903409923715221) 2026-02-06T22:37Z 10.4K followers, 11K engagements "No record high for $SPY $QQQ but $DJX sneaked one in powered by $KO $MMM $CRM $AMZN. Earnings slip by $NFLX. Tough day for $GLD $SLV and will tell you where Im looking for support" [X Link](https://x.com/bill_baruch/status/1980745092718817533) 2025-10-21T21:16Z 10.4K followers, [---] engagements "Its ugly out there $IGV $MSFT shed another 5% #ES_F $SPY $QQQ new lows into the close on $AMZN. $LLY coughs up yesterdays big day. $AVGO +6% to +80bps today. $GLD $SLV finish on lows. At least $TLT beginning to respond" [X Link](https://x.com/anyuser/status/2019542882194190613) 2026-02-05T22:45Z 10.4K followers, [----] engagements "Great time at the daddy daughter dance last night with these two 😍" [X Link](https://x.com/anyuser/status/2020239015908372784) 2026-02-07T20:51Z 10.4K followers, 24.8K engagements "$SPY $QQQ were firm after a strong Jan NFP report but slammed on the open with $MSFT $GOOG $IGV $XLF leading downside. All was not bad a monster earnings report from $VRT $MU followed along with $MTZ $XOM $XLE. #ES_F held support and tomorrow will be moving day ahead of CPI" [X Link](https://x.com/anyuser/status/2021707659557171354) 2026-02-11T22:07Z 10.4K followers, [----] engagements "Great day out on the ice" [X Link](https://x.com/anyuser/status/2022868658276458912) 2026-02-15T03:00Z 10.4K followers, [---] engagements "@Trader_Dante I had a registered CTA few years back. Was up 100% on 300k in first [--] months. Couldnt raise any serious cash because gains were too much too quick. Was my wake up call that real money looking to invest does not like the"wow factor" you speak of. Take big risk to get those gains" [X Link](https://x.com/bill_baruch/status/1012651465347862528) 2018-06-29T10:58Z 10.1K followers, [--] engagements "Welcome to the world Ella Elizabeth Baruch" [X Link](https://x.com/bill_baruch/status/1110890290448158722) 2019-03-27T13:04Z 10.1K followers, [---] engagements "Joining @HalftimeReport @ScottWapnerCNBC and team today from the NYSE at the top of the hour. Big day for $NVDA. Dont miss it" [X Link](https://x.com/bill_baruch/status/1628795728305745925) 2023-02-23T16:35Z 10.1K followers, [----] engagements "Back at the NYSE for @HalftimeReport. Bank earnings Michigan inflation expectations Fed speak and more. Lot to discuss. Dont miss it" [X Link](https://x.com/bill_baruch/status/1646920572335448065) 2023-04-14T16:57Z 10.1K followers, [----] engagements "The Fed will loosen and the economy is not falling apart. Good news is good news again . For now" [X Link](https://x.com/bill_baruch/status/1824063058412486684) 2024-08-15T12:38Z 10.1K followers, [----] engagements "This was my favorite interview of all time as a young trader in the thick of things. Thanks for sharing @qcapital2020 Tepper in [----] telling you to buy everything Sounds familiar hmmm https://t.co/EhX9H7vr8U Tepper in [----] telling you to buy everything Sounds familiar hmmm https://t.co/EhX9H7vr8U" [X Link](https://x.com/bill_baruch/status/1839376482604593637) 2024-09-26T18:48Z 10.1K followers, [----] engagements "I have NEVER seen this happen before. Crude Oil futures stagnant 70.50-70.65 yet the options are exploding. The December [--] calls have literally gone from [----] to 1.25+ up more than 50% 🤯🔥 #CL_F $USO #OOTT" [X Link](https://x.com/bill_baruch/status/1852071270826815857) 2024-10-31T19:32Z 10.1K followers, [----] engagements "We believe Gold is in a generational breakout/bull market but it needs Silver to join the party. They fell precipitously into critical areas of support after opex Tuesday and amid broad market risk-off. Both settled Friday at session lows (Mr. Market last gut punch to bulls) #GC_F tested the prior record high from October and .382 Fib retrace. #SI_F all the way to the .618 and trend line support. Trading through the [---] and [--] dma on settlement but back above with a late risk on jolt lifting each almost 1% into the electronic close. $SLV has had a trend of bursts to highs but quickly failing" [X Link](https://x.com/bill_baruch/status/1895920225222345105) 2025-03-01T19:33Z 10.1K followers, 72K engagements "Look who I ran into @DivesTech 🐐🏆 At the NYSE for @HalftimeReport. Fed yesterday AI Diffusion US-UK trade GOOG-AAPL and more. Tune in https://t.co/gfHK2fvf7P At the NYSE for @HalftimeReport. Fed yesterday AI Diffusion US-UK trade GOOG-AAPL and more. Tune in https://t.co/gfHK2fvf7P" [X Link](https://x.com/bill_baruch/status/1920491958226604172) 2025-05-08T14:52Z 10.1K followers, 24.5K engagements "Its an AI arms race & spend is only increasing. Hyperscalers $MSFT $META $GOOG $AMZN all confirmed. Industrial demand is 50% of Silver use. Its used in GPUs & data centers. Electronics account 1/3 industrial demand Could $NVDA Earnings be the Match that Ignites #silversqueeze Check out @PStreible midday update. https://youtu.be/Vuf_fPc4Yz0si=HPLniHZ-D2YP5S0k https://youtu.be/Vuf_fPc4Yz0si=HPLniHZ-D2YP5S0k" [X Link](https://x.com/bill_baruch/status/1927793769270698220) 2025-05-28T18:27Z 10.1K followers, 48K engagements "The revision lower for 1-yr inflation expectations in the politically divided Michigan Consumer survey must be amplified. Though still erroneously high at 6.6% its down from likely cycle high 7.3%. Elevated despite NY Fed 1yr still high at 3.6% Core CPI continuously softer than expected at 2.8% and todays Core PCE at 2.5%. Housing makes up 30% and housing prices are coming down. Powell and Fed hesitant to acknowledge this blaming tariff uncertainly but truly they fear the self-fulfilling prophecy of higher inflation expectations as the risk to un-anchoring. I repeat this should be cycle high" [X Link](https://x.com/bill_baruch/status/1928455918825488843) 2025-05-30T14:18Z 10.1K followers, 53.8K engagements "Back at the NYSE for @HalftimeReport. US-China $AVGO earnings and much more. Tune in" [X Link](https://x.com/bill_baruch/status/1930652816323809476) 2025-06-05T15:47Z 10.1K followers, 19.4K engagements "Great time at the @HalftimeReport desk today with this legend. Back at the NYSE for @HalftimeReport. US-China $AVGO earnings and much more. Tune in https://t.co/TR0q7BfHFh Back at the NYSE for @HalftimeReport. US-China $AVGO earnings and much more. Tune in https://t.co/TR0q7BfHFh" [X Link](https://x.com/bill_baruch/status/1930687244563611943) 2025-06-05T18:04Z 10.1K followers, [----] engagements "Powell lost the series. 258k jobs revised out May-June July miss. Kugler steps down Williams dovish comments. SPY QQQ outside bearish weekly candle though held support on low. Gold strong finish to the week. Have a great weekend" [X Link](https://x.com/bill_baruch/status/1951645389024641356) 2025-08-02T14:04Z 10.1K followers, 21K engagements "Celebrating [--] years today with this amazing woman" [X Link](https://x.com/bill_baruch/status/1986923261725450676) 2025-11-07T22:26Z 10.1K followers, 19.7K engagements "$QQQ / $VTV Rotation back to tech being loved - engage 🚀 Rotation back to tech being loved - engage 🚀" [X Link](https://x.com/bill_baruch/status/2001001602455626143) 2025-12-16T18:48Z 10.1K followers, [----] engagements "It was a valiant effort early $SPY $QQQ $DJI but an undertow of news was too much. Still a great day from $GOOG $CRWD $PLTR $LLY $AMGN $XLV. Also volatility in $GLD $SLV $CPER and metals after Shanghai raised margins. Im in NYC for @HalftimeReport tomorrow. Tune in" [X Link](https://x.com/bill_baruch/status/2009057559425241176) 2026-01-08T00:20Z 10.1K followers, [----] engagements "Today markets spoke and despite Powell news $SPY hit a fresh record high. Big days from $XLI $WMT $AVGO $GOOG $ORCL. Also new records from $GLD $SLV. Look out for CPI tomorrow" [X Link](https://x.com/bill_baruch/status/2010869082216685794) 2026-01-13T00:18Z 10.1K followers, [----] engagements "Core CPI light but $SPY $QQQ couldnt breakout after China H200 news. Still a good close and strong session from $XLI $MTZ $GEV $XOM $XLE $WMT $GOOG $AMD. New high in $SLV $GLD. Supreme Court could rule on tariffs tomorrow" [X Link](https://x.com/bill_baruch/status/2011206022581350467) 2026-01-13T22:37Z 10.1K followers, [----] engagements "Very close but no cigar no $SPY breakout yet. Still great days from $MS $GS $TSMC $NVDA $LRCX $XLI $MTZ. Watching the $USD $DXY closely to finish out the week" [X Link](https://x.com/bill_baruch/status/2011955021097627852) 2026-01-16T00:13Z 10.1K followers, [----] engagements "@MikeZaccardi Less about the shiny metal and more about the value of the dollar" [X Link](https://x.com/bill_baruch/status/2016130525727957090) 2026-01-27T12:45Z 10.1K followers, [---] engagements "@MikeZaccardi As of July [----] Basel III took effect and Gold is a Tier [--] asset - allows for banks to count it at 100% of its value on balance sheet up from 50%. Mix into that stew some de-globalization and reckless fiscal policy and here we are" [X Link](https://x.com/bill_baruch/status/2016133862737273287) 2026-01-27T12:59Z 10.1K followers, [--] engagements "@MacroEu @MikeZaccardi I dont believe so. I believe we are at a higher floor for longer. Central banks are not buying for a trade. Yes institutions and traders in it for a trade will sell and only time will tell when that deleveraging takes place. But the largest buyers are here to stay" [X Link](https://x.com/bill_baruch/status/2016155518209851466) 2026-01-27T14:25Z 10.1K followers, [--] engagements "One of the most uneventful Fed meetings in recent memory and thats NOT a bad thing $SPY $QQQ digested gains in the second half of the day before $META $TSLA $LRCX pop on earnings and $MSFT $NOW drop. 👀 on $GLD $SLV $DXY" [X Link](https://x.com/bill_baruch/status/2016681882243527101) 2026-01-29T01:16Z 10.1K followers, [----] engagements "@epictrades1 Same been watching this one closely" [X Link](https://x.com/bill_baruch/status/2017589715453493386) 2026-01-31T13:24Z 10.1K followers, [---] engagements "Enter to win 1oz iiTRADER Silver Coin. Its easy just go to http://t.co/D8UEu2YLhs scroll down and submit information http://t.co/Je33i0ATqk http://iitrader.com http://iitrader.com" [X Link](https://x.com/bill_baruch/status/559737570582876160) 2015-01-26T15:40Z 10.1K followers, [--] engagements "Talked about $AAPL on @CNBC @TradingNation yesterday and what levels to buy. $QQQ #ES_F $SPY https://www.cnbc.com/2018/11/15/apple-just-entered-a-bear-market-but-it-could-be-best-chance-to-buy-.html https://www.cnbc.com/2018/11/15/apple-just-entered-a-bear-market-but-it-could-be-best-chance-to-buy-.html" [X Link](https://x.com/bill_baruch/status/1063107797200617477) 2018-11-15T16:33Z [----] followers, [--] engagements "Midday Market Minute #ES_F $SPY #NQ_F $QQQ #CL_F #OOTT $GD #GC_F $DXY https://www.bluelinefutures.com/single-post/2019/01/15/Midday-Market-Minute https://www.bluelinefutures.com/single-post/2019/01/15/Midday-Market-Minute" [X Link](https://x.com/bill_baruch/status/1085232912675602434) 2019-01-15T17:51Z [----] followers, [--] engagements "$CVX $XOM $PSX = $GID $DY $UP #Giddyup" [X Link](https://x.com/bill_baruch/status/1552988256500850688) 2022-07-29T12:03Z [----] followers, [--] engagements "Final Trades: PayPal Merck Bristol Myers & more $PYPL https://www.cnbc.com/video/2022/11/09/final-trades-paypal-merck-bristol-myers-more.html__source=sharebartwitter&par=sharebar https://www.cnbc.com/video/2022/11/09/final-trades-paypal-merck-bristol-myers-more.html__source=sharebartwitter&par=sharebar" [X Link](https://x.com/bill_baruch/status/1590733614568075269) 2022-11-10T15:50Z [----] followers, [--] engagements "Today's Morning Express to clients @BlueLineFutures. The Economy Is Heating Up. $SPY $QQQ #Fed #CPI #OOTT $USD $DXY $GLD $GDX $SPX $NDX $ES_F $ND_F $GC_F $CL_F" [X Link](https://x.com/bill_baruch/status/1626215100364521474) 2023-02-16T13:41Z [----] followers, [----] engagements "Lets get some sun on these markets Back at the NYSE to join @ScottWapnerCNBC and the team on @HalftimeReport" [X Link](https://x.com/bill_baruch/status/1636020745959534592) 2023-03-15T15:05Z [----] followers, [----] engagements "Are Tailwinds For S&P 4300+ Brewing @BlueLineFutures "positive movement on the debt ceiling ahead of the holiday weekend coupled with a strong showing from $NVDA." $SPY $QQQ #Fed #CPI #OOTT $USD $DXY $GLD $GDX $SPX $SPX $ES_F $NQ_F $GC_F $CL_F" [X Link](https://x.com/bill_baruch/status/1661042630581534720) 2023-05-23T16:13Z [----] followers, [--] engagements "I have been pounding the drum on $SNPS for a while now. Electronic design automation of chips. Came across this gem. Amazing interview @NPetallides of @TDANetwork back in [----] Synopsys (SNPS) CEO on Semiconductor Chip Design via @YouTube" [X Link](https://x.com/bill_baruch/status/1663309029341274114) 2023-05-29T22:19Z [----] followers, [---] engagements "Start your day with @PStreible's Metals Minute #GC_F $GLD $SLV #SI_F #HG_F $FCX $CPER" [X Link](https://x.com/bill_baruch/status/1664234285174325248) 2023-06-01T11:35Z [----] followers, [--] engagements "$TSLA chewing through some serious resistance pre-market at the .382 and trend line from the April [----] highs" [X Link](https://x.com/bill_baruch/status/1666424867669921792) 2023-06-07T12:40Z [----] followers, [----] engagements "$TSLA up after hours on reports @BlueLineCapLLC increased it to a Top [--] holding. More to come on tomorrows @HalftimeReport where Ill be joining the desk" [X Link](https://x.com/bill_baruch/status/1666907231806169091) 2023-06-08T20:37Z [----] followers, [---] engagements "@vipersiii $ORCL $PANW and $EXAS come to mind. Great companies amazing stock performance and I need more exposure to their respective industries" [X Link](https://x.com/bill_baruch/status/1668370180941008898) 2023-06-12T21:30Z [----] followers, [---] engagements "Want breadth $SOXX is +3.15% and none of the top three holdings are $NVDA $AVGO nor $AMD are +3%" [X Link](https://x.com/bill_baruch/status/1673772103990927366) 2023-06-27T19:15Z [----] followers, [--] engagements "Micron $MU. Expectations have been driven extremely low over the last year and allowed huge misses last two quarters to have relatively muted downside in stock price. The fear is cyclical business economy slowing and everyone bought PC/devices during the pandemic. In 1st" [X Link](https://x.com/bill_baruch/status/1674113011533873239) 2023-06-28T17:58Z [----] followers, [----] engagements "$MU Exactly what you want to hear - "Memory demand cycle hitting trough"" [X Link](https://x.com/bill_baruch/status/1674148838708326405) 2023-06-28T20:14Z [----] followers, [----] engagements "Will a Weak Dollar Lift Stocks and Commodities Do not miss this crucial data released overnight tonight. $SPY $QQQ #Fed #CPI #OOTT $USD $DXY $GLD $GDX $SPX $SPX $ES_F $NQ_F $GC_F $CL_F #CNH" [X Link](https://x.com/bill_baruch/status/1678484811105595399) 2023-07-10T19:23Z [----] followers, [----] engagements "$LNG is my play with a bit of pipeline infrastructure exposure from $MTZ. Berkshire Hathaway Energy agreed to buy Dominion Energys stake in a Maryland natural gas export project for $3.3 billion https://t.co/DHn29kDOpY Berkshire Hathaway Energy agreed to buy Dominion Energys stake in a Maryland natural gas export project for $3.3 billion https://t.co/DHn29kDOpY" [X Link](https://x.com/bill_baruch/status/1678732190354481152) 2023-07-11T11:45Z [----] followers, [---] engagements "On Friday I talked about adding more $CVX and $PXD to portfolios. Great quarter from $PXD although lower revenues (as expected due to Oil price) profit and margins improved less CAPEX and boosted FCF by $742 million" [X Link](https://x.com/bill_baruch/status/1686738566599118850) 2023-08-02T13:59Z [----] followers, [---] engagements "Great quarter posted by $AMGN Thursday and performed terrific Friday +5.5%. Been pounding the table on it for two weeks" [X Link](https://x.com/bill_baruch/status/1687815675731906560) 2023-08-06T01:32Z [----] followers, [---] engagements "Coming up on @YahooFinance right now to talk Crude energy complex and touch on US Steel #OOTT #CL_F $CVX $PXD $CLF $X" [X Link](https://x.com/bill_baruch/status/1691174696748711937) 2023-08-14T19:47Z [----] followers, [---] engagements "Was thinking earlier it makes sense for China PBOC to cut tonight ahead of the data knowing they have good data coming. More or less to show face the ship is already turning and cut only bringing a tailwind. On the other hand if bad data would be throwing good money after bad" [X Link](https://x.com/bill_baruch/status/1691261435223928832) 2023-08-15T01:32Z [----] followers, [---] engagements "Bonds dont seem to care more keyed in on UK wages. Lot hinging on US Retail Sales" [X Link](https://x.com/bill_baruch/status/1691404089144270848) 2023-08-15T10:58Z [----] followers, [---] engagements "$SNPS reports after the bell. They are at the center of chip design and will echo the demand story. Make no mistake - this is a huge report. Intel adds Synopsys IP to advanced contract manufacturing" [X Link](https://x.com/bill_baruch/status/1691767942801707261) 2023-08-16T11:04Z [----] followers, [---] engagements "Chinas central bank and financial regulators urged a boosting of loans to support the economy and the cutting of local government bond risks via @economics" [X Link](https://x.com/bill_baruch/status/1693231307629707688) 2023-08-20T11:59Z [----] followers, [---] engagements "What's your Tuesday morning hot take I'll go first. Powell raises the inflation target causing a massive bull steepener in the treasury curve because everyone is on the wrong side. #JacksonHole #Fed" [X Link](https://x.com/bill_baruch/status/1693951694399238372) 2023-08-22T11:42Z [----] followers, [---] engagements "BlackRocks Rick Rieder said the cooling labor market supports speculation that the Fed is done raising rates making bonds more appealing than they have been in months via @markets" [X Link](https://x.com/bill_baruch/status/1697937958014230583) 2023-09-02T11:42Z [----] followers, [---] engagements "Seems that bonds are pricing in reflation (along with early month supply). A theme we hit on as last week unfolded how much more supportive could NFP be after JOLTs Consumer Confidence ADP and GDP were perfectly slowing on the heels of less uncertainties. Powell and NVDA in rear view mirror. 30yr Bond went red first on Friday and happened when odds of a June rate cut shifted to May. This could be the new headwind - discounting reflation on Goldilocks slowing data" [X Link](https://x.com/bill_baruch/status/1699018860777676994) 2023-09-05T11:17Z [----] followers, [----] engagements "The Fed has threaded a magnificent needle. Yes they had mistakes August [----] for sure. Now that a soft landing is baseline does that not speak to their path of success The inflation battle is not over and Oil is on the rise they gave a nod to that with higher rates for longer" [X Link](https://x.com/bill_baruch/status/1704803594921246974) 2023-09-21T10:23Z [----] followers, [---] engagements "Holy moly look at the refiners $MPC +4% $PSX +3%. Love it" [X Link](https://x.com/bill_baruch/status/1704853034067529783) 2023-09-21T13:40Z [----] followers, [---] engagements "@popculture66 Sorry for my delayed response. Been in the thick of it. I respectfully disagree. I went on there at the end of July and said multiple times that I raised a net 10% cash and sold out of $TSLA and $AMD among others. I have rotated put protection since that time" [X Link](https://x.com/bill_baruch/status/1704988382860804606) 2023-09-21T22:38Z [----] followers, [--] engagements "That is a pretty goldilocks Flash PMI Manufacturing a touch better (though still contraction) and Services a touch worse than expected on the border of contraction" [X Link](https://x.com/bill_baruch/status/1705217751395012765) 2023-09-22T13:49Z [----] followers, [---] engagements "Rain rain go away bring a stock market rally today Back at the NYSE for @HalftimeReport. Going to be a great one dont miss it" [X Link](https://x.com/bill_baruch/status/1706319225046835361) 2023-09-25T14:46Z [----] followers, [--] engagements "In case you missed it check out the podcast. https://podcasts.apple.com/us/podcast/halftime-report/id1524487980 Rain rain go away bring a stock market rally today Back at the NYSE for @HalftimeReport. Going to be a great one dont miss it https://t.co/GDOFJgHlWQ https://podcasts.apple.com/us/podcast/halftime-report/id1524487980 Rain rain go away bring a stock market rally today Back at the NYSE for @HalftimeReport. Going to be a great one dont miss it https://t.co/GDOFJgHlWQ" [X Link](https://x.com/bill_baruch/status/1706371720976679102) 2023-09-25T18:14Z [----] followers, [---] engagements "@Proctooor Is this due to me thinking bull cycle top in Q2 [--] This is purely technical. Could be a simple correction as we see now. Could be inflation stickier. I dont like projecting catalysts that far out. Lets get our Christmas bull first. 🙏 🎄" [X Link](https://x.com/bill_baruch/status/1707142825635086397) 2023-09-27T21:19Z [----] followers, [--] engagements "Chevron to buy Hess Corp for $53 billion in all-stock deal https://www.reuters.com/markets/deals/chevron-buy-hess-corp-53-bln-stock-2023-10-23/ https://www.reuters.com/markets/deals/chevron-buy-hess-corp-53-bln-stock-2023-10-23/" [X Link](https://x.com/bill_baruch/status/1716400542119788576) 2023-10-23T10:25Z [----] followers, [---] engagements "@KeithMcCullough $GOOG probably only down 2% from when his Treasury trade went on. Love how Gold is ignore the T bludgeoning" [X Link](https://x.com/bill_baruch/status/1717248624566870147) 2023-10-25T18:35Z [----] followers, [---] engagements "I will call you Roburrito Another great read from @LikeFolio @AndySwan and a great call - $CMG beat" [X Link](https://x.com/bill_baruch/status/1717641540401545327) 2023-10-26T20:37Z [----] followers, [---] engagements "I thought I had a great week. Not sure how this happened. $BILL 😂" [X Link](https://x.com/bill_baruch/status/1720550982935867615) 2023-11-03T21:18Z [----] followers, [----] engagements "@McLarenChappell $SNPS My goal is not to encourage viewers to chase it but get it on your radar. Reports 11/29. Leader in electronic design automation of chips - NVDA is a client. The name is not talked about enough. It deserves more notoriety. It is and has been in our top [--] for a while" [X Link](https://x.com/bill_baruch/status/1725636834867183642) 2023-11-17T22:07Z [----] followers, [--] engagements "Microsoft CEO Nadella blindsided and furious at the OpenAI board for firing Sam Altman over Google Meet" [X Link](https://x.com/bill_baruch/status/1725861121276428742) 2023-11-18T12:58Z [----] followers, [---] engagements "@GeorgeC1953 @BlueLineFutures That is a terrific point. The stock reacted poorly at the onset of the news and we now have the rebound. This is more about watching a few rounds. Might be back in soon" [X Link](https://x.com/bill_baruch/status/1726793635793138118) 2023-11-21T02:44Z [----] followers, [--] engagements "OPEC+ may need to announce deeper oil production cuts this weekend to offset surprisingly strong supply growth from the US and elsewhere hedge fund manager Pierre Andurand says via @markets" [X Link](https://x.com/bill_baruch/status/1727312766921220539) 2023-11-22T13:07Z [----] followers, [---] engagements "The OPEC+ meeting scheduled for this weekend looks to be running into trouble as Saudi Arabia expressed dissatisfaction with other members about their oil production levels sources say via @markets" [X Link](https://x.com/bill_baruch/status/1727312908814868704) 2023-11-22T13:07Z [----] followers, [---] engagements "@CTInv50 $NVDA move is not about fair value its about bullish positioning and option flow. This needs to unwind. I wouldnt be surprised to see $525 next week" [X Link](https://x.com/bill_baruch/status/1727655594297815359) 2023-11-23T11:49Z [----] followers, [--] engagements "Black Friday Deals: Shoppers Set Online Spending Record Adobe Says - Bloomberg" [X Link](https://x.com/bill_baruch/status/1728479010223423657) 2023-11-25T18:21Z [----] followers, [---] engagements "Joining @HalftimeReport in a moment to update you on a new buy" [X Link](https://x.com/bill_baruch/status/1729555628928946342) 2023-11-28T17:39Z [----] followers, [---] engagements "$SNPS crushed it with record revenue. Not a stock that moves a lot in AH but shares edging higher" [X Link](https://x.com/bill_baruch/status/1729972401255886909) 2023-11-29T21:15Z [----] followers, [---] engagements "$Uber shares pop on inclusion in $SPY" [X Link](https://x.com/bill_baruch/status/1730754556718461293) 2023-12-02T01:03Z [----] followers, [---] engagements "Coming up on @HalftimeReport to discuss $ORCL macro and more" [X Link](https://x.com/bill_baruch/status/1734620884013347184) 2023-12-12T17:07Z [----] followers, [---] engagements "Coming up on @CNBCWEX with @FrankCNBC we got you covered this AM macro Fed and maybe some $ADBE" [X Link](https://x.com/bill_baruch/status/1735250540148191281) 2023-12-14T10:49Z [----] followers, [---] engagements "@TheStalwart 🤫 Ive been telling my dad for a decade he needs to stop watching the Dow as a market barometer. This was because he needed to open his eyes. We cant reverse all this progress" [X Link](https://x.com/bill_baruch/status/1735268080937287970) 2023-12-14T11:58Z [----] followers, [---] engagements "Back at the NYSE for @HalftimeReport. A lot of ground to cover Yesterdays whipsaw macro $MU earnings and more. Dont miss it" [X Link](https://x.com/bill_baruch/status/1737877251562107369) 2023-12-21T16:46Z [----] followers, [---] engagements "Synopsys is in talks to acquire Ansys in a move that would create a new design-software giant and mark one of the first big merger deals of the new year via @WSJ" [X Link](https://x.com/anyuser/status/1738294917246374216) 2023-12-22T20:26Z [--] followers, [---] engagements "@HowardJThompson @HalftimeReport @ScottWapnerCNBC @Downtown @stephenLweiss @terranovajoe I respect your opinion but we must be forward looking. I believe everything you stated is already discounted. Merry Christmas have a wonderful weekend" [X Link](https://x.com/bill_baruch/status/1738382687348355106) 2023-12-23T02:15Z [----] followers, [--] engagements "I think its more about the double standard created for those who are aligned with power. Its eye opening for those that doubted and breathes life into the validity of conspiracies. Makes one question what else is being done. However for those whos views align with it they dont see this as a big deal" [X Link](https://x.com/anyuser/status/1742026482468155494) 2024-01-02T03:34Z [--] followers, [--] engagements "@DivesTech @SeekingAlpha $aapl $msft $goog $tsla" [X Link](https://x.com/bill_baruch/status/1743640181482160453) 2024-01-06T14:26Z [----] followers, [---] engagements "Mnchausen Syndrome - Fed's Logan: should not rule out another rate hike Reuters" [X Link](https://x.com/bill_baruch/status/1743711873600483822) 2024-01-06T19:11Z [----] followers, [--] engagements "@skughered How these things get approved with this type of literature and disclosure is disgusting. We get 5-10 calls a day from someone selling the latest greatest buffer ETF they just launched" [X Link](https://x.com/anyuser/status/1744343112741245244) 2024-01-08T12:59Z [--] followers, [--] engagements "Washington Commanders would be a nice legacy move come in and get the franchise back on its feet. Coach a couple of years move into a GM role and then off into the sunset as D.C. takes home the Super Bowl. BREAKING: The head coach and the defensive coordinator of the 1991-1994 Cleveland Browns are out of work. https://t.co/osQtOb8WjY BREAKING: The head coach and the defensive coordinator of the 1991-1994 Cleveland Browns are out of work. https://t.co/osQtOb8WjY" [X Link](https://x.com/bill_baruch/status/1745447327119331629) 2024-01-11T14:07Z [----] followers, [---] engagements "Fed deliberations on slowing the shrinking of its holdings will start as soon as this months policy meeting and aim to avoid disrupting financial markets via @WSJ" [X Link](https://x.com/bill_baruch/status/1746972946311110967) 2024-01-15T19:09Z [----] followers, [---] engagements "$AAPL +2% pre on BoA upgrade target $225 leaning on higher growth in services & stronger iPhone upgrade cycle. If $AAPL gets going look out above. Bull flag-like pattern in #NQ_F $QQQ. Pattern important though sloppy its about trapping bears at lower levels. $AAPL -1.6% YTD" [X Link](https://x.com/bill_baruch/status/1747947670281269698) 2024-01-18T11:42Z [----] followers, [----] engagements "$TSMC +5% after beat. Expects rebound in smartphone and computing demand. Another tailwind to $AAPL. $AAPL +2% pre on BoA upgrade target $225 leaning on higher growth in services & stronger iPhone upgrade cycle. If $AAPL gets going look out above. Bull flag-like pattern in #NQ_F $QQQ. Pattern important though sloppy its about trapping bears at lower levels. $AAPL -1.6% YTD $AAPL +2% pre on BoA upgrade target $225 leaning on higher growth in services & stronger iPhone upgrade cycle. If $AAPL gets going look out above. Bull flag-like pattern in #NQ_F $QQQ. Pattern important though sloppy its" [X Link](https://x.com/bill_baruch/status/1747949271012282619) 2024-01-18T11:49Z [----] followers, [----] engagements "@carlquintanilla I kept saying New Home Sales and Building Permits were disinflationary. However Mr. Market told me otherwise and Mr. Market is never wrong" [X Link](https://x.com/bill_baruch/status/1748087444388344108) 2024-01-18T20:58Z [----] followers, [--] engagements "Chinese stocks in Hong Kong slumped toward their lowest level in almost two decades in stark contrast to a more optimistic Wall Street via @markets" [X Link](https://x.com/bill_baruch/status/1749364341709713417) 2024-01-22T09:32Z [----] followers, [---] engagements "@DeclanRae666 @markets Yes I am still bullish. We own $MU at our #10 position and $WDC at #21 out of [--] names. These are cyclical businesses that require economic growth & demand cycles to align. I believe stars are coming together & if rates down it brings tailwinds for restructuring debt" [X Link](https://x.com/bill_baruch/status/1749615581358121061) 2024-01-23T02:10Z [----] followers, [--] engagements "@PauloMacro Maybe just maybe the Fed doesnt control inflation between 2-5% Fed Funds and theres no reason to have rates up here. Maybe higher rates are counterproductive to slowing spending. Maybe there are pockets of the economy that would unnecessarily crack by holding rates here. CRE" [X Link](https://x.com/bill_baruch/status/1749944477404348718) 2024-01-23T23:57Z [----] followers, 31.1K engagements "At the NYSE for the @HalftimeReport. What a day to be here Stocks at record highs $TSLA down after earnings GDP all teeing up for PCE tomorrow and an even bigger week next week Dont miss it" [X Link](https://x.com/bill_baruch/status/1750558175827227081) 2024-01-25T16:36Z [----] followers, [---] engagements "Doesnt blowout Pending Home Sales allude to relief in rents" [X Link](https://x.com/bill_baruch/status/1750898257218158609) 2024-01-26T15:07Z [----] followers, [---] engagements "The Biden administration is expected to announce billions of dollars in new subsidies to chipmakers including Intel and TSMC the WSJ reported via @technology" [X Link](https://x.com/bill_baruch/status/1751260784422793368) 2024-01-27T15:08Z [----] followers, [---] engagements "China securities regulator said it will halt the lending of some shares for short selling a move designed to support the countrys slumping stock markets via @markets" [X Link](https://x.com/bill_baruch/status/1751598274572616093) 2024-01-28T13:29Z [----] followers, [---] engagements "Plummeting Inflation Raises New Risk for Fed: Rising Real Interest Rates - WSJ" [X Link](https://x.com/bill_baruch/status/1751611872338436167) 2024-01-28T14:23Z [----] followers, [---] engagements "@IvanTheK Maybe I guess we will know in the next few hours" [X Link](https://x.com/bill_baruch/status/1752810733186830373) 2024-01-31T21:46Z [----] followers, [--] engagements "$ABBV $ABBV AbbVie Q4 [--] Earnings: - Adj EPS: $2.79 (est $2.76) - Revenue: $14.30B (est $13.99B) - Sees Adj EPS $11.05-$11.25 (Saw At Least $11.00) - Raises Its Long-Term Outlook For Skyrizi And Rinoq Revenue $ABBV AbbVie Q4 [--] Earnings: - Adj EPS: $2.79 (est $2.76) - Revenue: $14.30B (est $13.99B) - Sees Adj EPS $11.05-$11.25 (Saw At Least $11.00) - Raises Its Long-Term Outlook For Skyrizi And Rinoq Revenue" [X Link](https://x.com/bill_baruch/status/1753399928796189129) 2024-02-02T12:48Z [----] followers, [---] engagements "Say it aint so $NVDA 666" [X Link](https://x.com/bill_baruch/status/1753745541635182624) 2024-02-03T11:41Z [----] followers, [----] engagements "@shahil_21 I dont think so. No it wasn't at the very top the market ran up another 13% over the next seven months relax. https://t.co/ZIv2SRQmEG No it wasn't at the very top the market ran up another 13% over the next seven months relax. https://t.co/ZIv2SRQmEG" [X Link](https://x.com/bill_baruch/status/1753755838408266051) 2024-02-03T12:22Z [----] followers, [--] engagements "@shahil_21 Never have to be all in or all out. We raised 5-7% cash with a few trims that included $NVDA and $AMD. Discussed here" [X Link](https://x.com/bill_baruch/status/1753759293948543390) 2024-02-03T12:36Z [----] followers, [--] engagements "I dont like the title of the article thought the spread trade is very interesting and has supportive context behind it. $NVDA $AMD $INTC $SMH $NVDA ❖ Barclays says sell NVIDIA bonds as risk is to the downside Barclays analyst Sandeep Gupta started NVIDIA bonds at Underweight in a research note to clients on Tuesday. The analyst told investors that they believe NVDA's valuations fully price in the AI GPU growth $NVDA ❖ Barclays says sell NVIDIA bonds as risk is to the downside Barclays analyst Sandeep Gupta started NVIDIA bonds at Underweight in a research note to clients on Tuesday. The" [X Link](https://x.com/bill_baruch/status/1754918087764177183) 2024-02-06T17:20Z [----] followers, [---] engagements "We added $ARM to portfolios Friday. I joined @HalftimeReport to discuss. Like our $TSLA add detailed on the show Thursday its all about position sizing. Being a leveraged commodity trader for [--] years position sizing and risk management are a strength" [X Link](https://x.com/bill_baruch/status/1756675402225926555) 2024-02-11T13:43Z [----] followers, [----] engagements "@OJRenick Our Industrial exposure consists of four names $CAT $URI $WAB $UBER all at [--] week highs. Maybe the greatest stock picking market weve ever seen" [X Link](https://x.com/bill_baruch/status/1758310084868755649) 2024-02-16T01:59Z [----] followers, [---] engagements "@AsylumKRU @OJRenick Ill take that. 50-100 stocks driving it" [X Link](https://x.com/bill_baruch/status/1758311476253626690) 2024-02-16T02:04Z [----] followers, [--] engagements "$NVDA @InterestArb Im no bear but Im a realist. I dont want to scare people so I use term level out. I dont see how we get through $NVDA earnings without an unwind. Massive long call speculation MMs selling calls and long stock. Barring a $5b + rev beat and stock +20% this gets unwound. @InterestArb Im no bear but Im a realist. I dont want to scare people so I use term level out. I dont see how we get through $NVDA earnings without an unwind. Massive long call speculation MMs selling calls and long stock. Barring a $5b + rev beat and stock +20% this gets unwound" [X Link](https://x.com/bill_baruch/status/1760033245738270922) 2024-02-20T20:06Z [----] followers, [---] engagements "Need more supply to reduce long term impact of shelter as a component of inflation. 🔴 US JANUARY BUILDING PERMITS REVISED TO -0.3% FROM -1.5% ANNUAL RATE TO [-----] MLN UNITS FROM [----] MLN UNITS. 🔴 US JANUARY BUILDING PERMITS REVISED TO -0.3% FROM -1.5% ANNUAL RATE TO [-----] MLN UNITS FROM [----] MLN UNITS" [X Link](https://x.com/bill_baruch/status/1762110207159587266) 2024-02-26T13:39Z [----] followers, [---] engagements "$MU +4.5%: Begins volume prod. of HBM3E solution; 24GB 8H HBM3E will be part of $NVDA H200 Tensor Core GPUs which will start shipping in Q2 '24 US pre-market movers: ES NQ RTY flat $BRK.B +2%: Op. earnings rise almost 30% Y/Y driven by gains in its insurance units; Buffett cautioned about limited future growth prospects citing scarce transformative deals $AVGO +1%: Sold its end-user computing unit to KKR for US pre-market movers: ES NQ RTY flat $BRK.B +2%: Op. earnings rise almost 30% Y/Y driven by gains in its insurance units; Buffett cautioned about limited future growth prospects citing" [X Link](https://x.com/bill_baruch/status/1762135728778023218) 2024-02-26T15:21Z [----] followers, [---] engagements "Snowflake more like snowball $SNOW" [X Link](https://x.com/bill_baruch/status/1762977741555613860) 2024-02-28T23:07Z [----] followers, [----] engagements "The S&P and NQ are in bull flag patterns. $NVDA the leader is in a bull flag pattern. Industrials have broken out. Small caps are breaking out. New highs typically = more new highs. @HalftimeReport $SPY $QQQ $NVDA $IJR $CAT $URI This is the market reaction we have been communicating to our clients: PCE data that is simply in line will create a bullish reaction given the trend and expectations relative to CPI. The bonus here is rising Jobless Claims above expectations. This is the market reaction we have been communicating to our clients: PCE data that is simply in line will create a bullish" [X Link](https://x.com/bill_baruch/status/1763200052690841639) 2024-02-29T13:50Z [----] followers, [---] engagements "Joining @HalftimeReport with my last moves. Tactically getting some cash back to work with a tight leash" [X Link](https://x.com/bill_baruch/status/1763251927029096829) 2024-02-29T17:16Z [----] followers, [---] engagements "$NVDA $800 close" [X Link](https://x.com/bill_baruch/status/1763306396479541476) 2024-02-29T20:53Z [----] followers, [---] engagements "Nice follow through in these names today. Remember this was very tactical (outside of $CRM). That means Im watching $NVDA $AMD $WDC very closely and looking for confirmation on todays weekly close. @HalftimeReport Trade Tracker: @bill_baruch buys $CRM and more $AMD $NVDA & $WDC https://t.co/5vtchZNS7U Trade Tracker: @bill_baruch buys $CRM and more $AMD $NVDA & $WDC https://t.co/5vtchZNS7U" [X Link](https://x.com/bill_baruch/status/1763585113076514836) 2024-03-01T15:20Z [----] followers, [---] engagements "Could be on the brink of a reversion to the mean trade between Gold and Bitcoin. $GLD $IBIT" [X Link](https://x.com/bill_baruch/status/1763628582620786834) 2024-03-01T18:13Z [----] followers, [---] engagements "Happy Sunday Futures are about to open. Huge week last week. Can it carry over $NVDA $AMD $WDC $SLV $GLD $QQQ $SPY" [X Link](https://x.com/bill_baruch/status/1764424142227464237) 2024-03-03T22:54Z [----] followers, [----] engagements "$URI +3%. Ive been vocal about tech. But $URI another name we added to on @HalftimeReport three weeks ago. It hangs right around our Top [--]. United Rentals to buy Yak Access for $1.1 billion Reuters https://www.reuters.com/markets/deals/united-rentals-buy-yak-access-11-billion-2024-03-04/ https://www.reuters.com/markets/deals/united-rentals-buy-yak-access-11-billion-2024-03-04/" [X Link](https://x.com/bill_baruch/status/1764663476595638683) 2024-03-04T14:45Z [----] followers, [---] engagements "Mondays in the books Heavy lifting from Gold and Silver. Disappointing days from $AAPL and $TSLA. Get ready for Services data tomorrow Ive reduced some deltas. Manage your risk $GLD $SLV $QQQ $TGT $CRWD $NVDA $AMD $URI" [X Link](https://x.com/bill_baruch/status/1764797295021736237) 2024-03-04T23:37Z [----] followers, [----] engagements "A volatile reversal to finish out the week but a great week nonetheless. Did you capitalize (monetize) things too #ARM #NVDA #GLD #QQQ #NFP #Fed #AAPL" [X Link](https://x.com/bill_baruch/status/1766256982225240070) 2024-03-09T00:17Z [----] followers, [----] engagements "Happy Monday It could have been worse. Nice consolidation day. #NVDA held in well after Fridays reversal. #ORCL just crushed earnings. But its all about CPI tomorrow" [X Link](https://x.com/bill_baruch/status/1767291044738031725) 2024-03-11T20:46Z [----] followers, [----] engagements "@BretonWes @dampedspring This and leadership. Plus it doesnt hurt that the Feds next move is a cut. Fed Funds at [---] and Core PCE at [---]. Sometimes its simple" [X Link](https://x.com/bill_baruch/status/1767870412124213477) 2024-03-13T11:08Z [----] followers, [--] engagements "@BretonWes @dampedspring A lot of people get off-track by not having a benchmark and clear-cut goals. In my wealth portfolios I need to beat the S&P (though officially MSCI ACWI) in my metals CTA I must hold relevancy to what the complex is doing. In my total return CTA I took copper this morning" [X Link](https://x.com/bill_baruch/status/1767890861411463364) 2024-03-13T12:30Z [----] followers, [---] engagements "@BretonWes @dampedspring I completely agree if youre trying to beat the S&P its a massive uphill battle without #NVDA. We dont own #META but I make up for it in the composition of my top [--]. All comes back to goals and plan" [X Link](https://x.com/bill_baruch/status/1767891855461486603) 2024-03-13T12:33Z [----] followers, [---] engagements "@Ross_y @HalftimeReport I like the name. We rotated out of it in December (I believe). It may have gotten a bit ahead of itself but it could be a great 2025-26 story which means keep it on your radar for 2H [----] trough as we see continued monetization of AI becoming a great tailwind to data centers" [X Link](https://x.com/bill_baruch/status/1767974373992882178) 2024-03-13T18:01Z [----] followers, [--] engagements "What a huge day for commodities Copper and Silver with monster sessions despite warm/hot CPI yesterday. Crude pressing $80 too Theres a lot of week left though with PPI front and center tomorrow. #SCCO #SLV #GLD #OOTT #XLE #CL_F" [X Link](https://x.com/bill_baruch/status/1768016142033944621) 2024-03-13T20:47Z [----] followers, [----] engagements "I second this. Proud to be a believer and that we have invested in SpaceX at @Blue_Line_Cap 🙌 🚀 🔥 #TSLA Where no man has gone before. I am proud to be a believer & investor in SpaceX. The pursuit of a multi-planetary civilization is noble. ❤🚀 https://t.co/SFmj22qZDZ Where no man has gone before. I am proud to be a believer & investor in SpaceX. The pursuit of a multi-planetary civilization is noble. ❤🚀 https://t.co/SFmj22qZDZ" [X Link](https://x.com/bill_baruch/status/1768607684159230421) 2024-03-15T11:58Z [----] followers, [---] engagements "A poor tone on the heels of BoJ improved as the session unfolded. Gold and Silver struggled. #NVDA finished +1% but #SNPS was the beneficiary +4.3% getting a shoutout from NVDA CEO Huang. Get ready because here comes the Fed tomorrow #GLD #SLV #AMD #QQQ #Dotplot #GDPNow" [X Link](https://x.com/bill_baruch/status/1770213864593866771) 2024-03-19T22:20Z [----] followers, [---] engagements "What a Fed Day Monster moves across the board. Hopefully we can stick the landing on the weekly close. #MU #GLD #SLV #TLT #SPY #Powell #NVDA" [X Link](https://x.com/bill_baruch/status/1770582491331510453) 2024-03-20T22:45Z [----] followers, [----] engagements "The week had a bit of something for everyone but no one can argue the monster finish for #NVDA and #GOOG. Still there are reasons to be concerned like #AAPL and the #DXY. My final thoughts on this Friday" [X Link](https://x.com/bill_baruch/status/1771328754213585124) 2024-03-23T00:10Z [----] followers, [---] engagements "Federal Reserve Bank of Atlanta President Raphael Bostic says he now projects just one interest-rate cut this year adding that reduction will likely happen later in the year than he previously expected via @economics" [X Link](https://x.com/bill_baruch/status/1771460570895585522) 2024-03-23T08:54Z [----] followers, [---] engagements "Hertz CEO Scherrs decision to bet everything on an EV boom was a disaster that was highly praised at the time. Only last year the company bragged: This morning Hertz was recognized by The White House for our efforts to expand access to electric vehicles across the country. Demand for EV rentals is growing and were here to help our customers electrify their travels. The Hertz Meltdown Reveals Scale Of The EV Debacle https://t.co/95yT9EThYX The Hertz Meltdown Reveals Scale Of The EV Debacle https://t.co/95yT9EThYX" [X Link](https://x.com/bill_baruch/status/1771529087305011256) 2024-03-23T13:27Z [----] followers, [---] engagements "@Dcpcooks Retail futures trading should be done with a professional broker. The horror stories my team hears. 🤯" [X Link](https://x.com/bill_baruch/status/1772742857180295649) 2024-03-26T21:50Z [----] followers, [---] engagements "Data centres voracious power needs are set to rocket as cloud storage facilities crypto mining and AI all add strain to grids. Microsoft alone is opening a new data centre globally every three days. These power hungry operations will together consume more than [---] terawatt hours of electricity or almost a tenth of total US power demand by [----] up from [---] per cent in [----] according to S&P Global Commodity Insights. #MSFT #GOOG #AMZN #NG_F #OOTT AI revolution will be boon for natural gas say fossil fuel bosses https://t.co/if8NKXTiFT AI revolution will be boon for natural gas say fossil fuel" [X Link](https://x.com/bill_baruch/status/1774758216431247372) 2024-04-01T11:18Z [----] followers, [---] engagements "Another monster day for Gold and Silver. Somethings going on Energy is moving too Crude Oil hitting $85. Look at #MPC and refiners We gave you support in the S&P today too #ES_F $SPY #GLD #SLV #OOTT #PSX" [X Link](https://x.com/bill_baruch/status/1775305169070096678) 2024-04-02T23:31Z [----] followers, [----] engagements "@lockedlimit @OliverSloup Yeah tough time for Ags. But supercycles dont have to click all at once. In fact thats the encouraging thing over the next 3-5+ years for Ags. Also commodities overshoot because of supply/demand imbalances and that is the silver lining 😉" [X Link](https://x.com/bill_baruch/status/1775505102528245979) 2024-04-03T12:46Z [----] followers, [--] engagements "@CREdebtDorian I remember paying $7-9 for Raos 15-20 years ago. I take the other side of it inflation hasnt impacted Raos. The problem is all the others hiking their price but nowhere near the quality" [X Link](https://x.com/bill_baruch/status/1776956095891669355) 2024-04-07T12:52Z [----] followers, [----] engagements "Gold sets a fresh record for the 7th straight session. Stay patient into CPI but good days from #TSLA #GOOG #HD #KRE" [X Link](https://x.com/bill_baruch/status/1777458215749374431) 2024-04-08T22:07Z [----] followers, [----] engagements "@ftraderft @HalftimeReport @ScottWapnerCNBC @Karen_Firestone @LizYoungStrat #META I think youre caught up on a single name without making the relative benchmark argument. Im making a pie and my ingredients need to beat the benchmarks pie. Look at the names I trimmed (mentioned above) or sold all of like #ADBE 10% ago" [X Link](https://x.com/bill_baruch/status/1777741209709973843) 2024-04-09T16:51Z [----] followers, [--] engagements "CPI is on deck I hope youre ready. Strong finish for stocks but another mixed day #NVDA and #LLY down 2.5% though #GOOG and #TSLA showed up. 8th straight record high for Gold and Palladium +9% on the week" [X Link](https://x.com/bill_baruch/status/1777824658156364117) 2024-04-09T22:23Z [----] followers, [---] engagements "@nickgiva1 What about a fund like BSIIX avg duration [---] years and -0.5% over last month (including today). In the belief the 2-yr to 4% range in 9-18 months. Youll pick up 5% div and increase in nominal value. In Q3 [--] nominal +5%. If this happens Money Market $ misses opportunity cost" [X Link](https://x.com/bill_baruch/status/1778098205114167330) 2024-04-10T16:30Z [----] followers, [---] engagements "Producer prices are a leading indicator of consumer prices. Put one on the board for the Fed" [X Link](https://x.com/bill_baruch/status/1778402604743086579) 2024-04-11T12:39Z [----] followers, [---] engagements "Big day #AAPL news #AMZN record chips rocking. PPI light and Gold finished at a fresh record high. What more can you ask for #GLD #SLV #NVDA #inflation #MU" [X Link](https://x.com/bill_baruch/status/1778526771782328819) 2024-04-11T20:53Z [----] followers, [---] engagements "Back in Chicago it was an amazing time at the Masters. But markets never sleep and volatility has accelerated. This is what Im watching tonight and tomorrow. #SPX #SPY #QQQ #NVDA #GLD #SLV #TLT" [X Link](https://x.com/bill_baruch/status/1780012723557798052) 2024-04-15T23:17Z [----] followers, [----] engagements "Risk happens fast and today was not what I expected when sitting at the desk for the opening bell. #ASML weighed on sentiment along with Powell. Now #TSM on deck #NFLX after the bell tomorrow and a lot in between" [X Link](https://x.com/bill_baruch/status/1780707216464761004) 2024-04-17T21:17Z [----] followers, [----] engagements "Here in NYC for @HalftimeReport tomorrow. Not a great week from stocks with #ASML and #TSM weighing on chips and #NFLX a little light. But support is getting tested here. Though commodities have done well look at Copper and #SCCO" [X Link](https://x.com/bill_baruch/status/1781083647493169663) 2024-04-18T22:13Z [----] followers, [----] engagements "@jim8068104 @toddntay @HalftimeReport @SullyCNBC @Stephanie_Link Support at $160 was on relative weakness. A good example is #ORCL at $100 last autumn. Tapped through support in broad market correction. How did that turn out" [X Link](https://x.com/bill_baruch/status/1781422269039890587) 2024-04-19T20:39Z [----] followers, [--] engagements "At the end of the day #ASML #TSM #NFLX were solid reports but each had a flaw. The market couldnt ignore that and repriced each. Today was the domino effect. As much as Id like to get back to the grind tomorrow. This weekend provides a moment to gather thoughts and plan ahead" [X Link](https://x.com/bill_baruch/status/1781465124974600508) 2024-04-19T23:29Z [----] followers, [---] engagements "Big week ahead use the weekend to enjoy your friends and family. Earnings treasury auctions and more. This is what Im looking at. #TSLA #MSFT #GOOG #META #AAPL #AMZN #NVDA #QQQ #SPY" [X Link](https://x.com/bill_baruch/status/1781721912579969531) 2024-04-20T16:29Z [----] followers, [----] engagements "Whats driving the Gold breakout Where to next #GLD #BRICS #FED https://bluelinefutures.com/2024/04/12/gold-is-breaking-out-whats-next/ https://bluelinefutures.com/2024/04/12/gold-is-breaking-out-whats-next/" [X Link](https://x.com/bill_baruch/status/1782079941292458197) 2024-04-21T16:12Z [----] followers, [---] engagements "Morgan Stanley urges investors to buy 'post-earnings weakness' in Apple stock By https://www.investing.com/news/stock-market-news/morgan-stanley-urges-investors-to-buy-postearnings-weakness-in-apple-stock-432SI-3388089 http://Investing.com https://www.investing.com/news/stock-market-news/morgan-stanley-urges-investors-to-buy-postearnings-weakness-in-apple-stock-432SI-3388089 http://Investing.com" [X Link](https://x.com/bill_baruch/status/1782386308708454712) 2024-04-22T12:29Z [----] followers, [---] engagements "Hopping on @HalftimeReport in a moment. I added to two position Any guesses" [X Link](https://x.com/bill_baruch/status/1782440291317768678) 2024-04-22T16:04Z [----] followers, [---] engagements "@SkippyStone @HalftimeReport I dont disagree with you. Thats my point. I am beginning to believe the news cannot get worse than this in the near term. I am using technical analysis to define support. If it gaps down 10-20% Wednesday morning then shame on me. But it will only impact the portfolio 15-35bps" [X Link](https://x.com/bill_baruch/status/1782449295771201789) 2024-04-22T16:40Z [----] followers, [--] engagements "Nice to see stock indices break the streak of losses. Metals taken to the woodshed though. #CDNS #NVDA #BAC #MU #GLD #SLV" [X Link](https://x.com/bill_baruch/status/1782552111521153286) 2024-04-22T23:28Z [----] followers, [---] engagements "Check out my #SI_F analysis; Precious metals (Gold Silver Platinum) have been bludgeoned. This is what we are watching for the pain to stop on @TradingView. #GLD #SLV #GDX #SIL #GC_F https://www.tradingview.com/chart/SI1/umLyx5xz-Line-in-the-Sand-for-Silver/ https://www.tradingview.com/chart/SI1/umLyx5xz-Line-in-the-Sand-for-Silver/" [X Link](https://x.com/bill_baruch/status/1782766209294909562) 2024-04-23T13:39Z [----] followers, [---] engagements "Durable Goods revision of prior month +1.4% m/m down to +0.7% another great example of distortion and how difficult its making a clean quantitative forecast. Now it does make the current March print +2.7% a firmer beat but at what expense The BIG issue is jobs distortions" [X Link](https://x.com/bill_baruch/status/1783113568910549225) 2024-04-24T12:39Z [----] followers, [---] engagements "Catch me on @HalftimeReport a moment to talk about #META #TSLA and what we are seeing across tech" [X Link](https://x.com/bill_baruch/status/1783525927827223001) 2024-04-25T15:58Z [----] followers, [----] engagements "Its the earnings reports we all wanted. Plus we may have a PCE twist. #MSFT #GOOG #QQQ" [X Link](https://x.com/bill_baruch/status/1783631616226537473) 2024-04-25T22:58Z [----] followers, [----] engagements "@randadtrade @HalftimeReport" [X Link](https://x.com/bill_baruch/status/1783859651517329818) 2024-04-26T14:04Z [----] followers, [--] engagements "Elon Musk is said to be on an unannounced trip to China to discuss the rollout of Tesla's Full Self-Driving software via @technology https://www.bloomberg.com/news/articles/2024-04-28/musk-makes-unannounced-china-visit-in-push-for-self-driving-carsutm_source=website&utm_medium=share&utm_campaign=twittersref=qIJKpI3l https://www.bloomberg.com/news/articles/2024-04-28/musk-makes-unannounced-china-visit-in-push-for-self-driving-carsutm_source=website&utm_medium=share&utm_campaign=twittersref=qIJKpI3l" [X Link](https://x.com/bill_baruch/status/1784538474814574838) 2024-04-28T11:01Z [----] followers, [---] engagements "All roads lead to #NVDA. The #META miss was an appetizer for #GOOG and #MSFT. Here comes #AMZN and #AAPL this week. https://www.bluelinecapitalwealth.com/2024/04/25/meta-meltdown-analyzing-ai-investment-trends-with-bill-baruch/ https://www.bluelinecapitalwealth.com/2024/04/25/meta-meltdown-analyzing-ai-investment-trends-with-bill-baruch/" [X Link](https://x.com/bill_baruch/status/1784914114675921213) 2024-04-29T11:54Z [----] followers, [---] engagements "Why Synopsys wants to sell its application security testing business #SNPS the news about the SIG units potential sale shows that the $79 billion company has a well-thought-out plan in which EDA and IP businesses will likely define its future roadmap. https://www.edn.com/why-synopsys-wants-to-sell-its-application-security-testing-business/ https://www.edn.com/why-synopsys-wants-to-sell-its-application-security-testing-business/" [X Link](https://x.com/bill_baruch/status/1787443474733645838) 2024-05-06T11:25Z [----] followers, [---] engagements "@hetriver @HalftimeReport I respect the question. What makes you say that" [X Link](https://x.com/bill_baruch/status/1787966370593796135) 2024-05-07T22:02Z [----] followers, [--] engagements "A needed consolidation for stocks with chip regulations taking some wind out of the tech trade. Still a good session for #GOOG #XLP and #XLV. Dollar up and yields down. What does it mean for #SPY #GLD and #SLV into tomorrow" [X Link](https://x.com/bill_baruch/status/1787982260756508929) 2024-05-07T23:06Z [----] followers, [---] engagements "And the winner is . #NVDA. Spoke about exactly this on @HalftimeReport today. https://www.bluelinecapitalwealth.com/2024/05/10/where-is-leadership-coming-from/ More Capex: $AMZN CFO: ".we will be meaningfully stepping up our CapEx." $GOOG CFO: "The significant YoY growth in CapEx in recent quarters. $MSFT CFO: "We expect capex to increase materially." $META CFO: "We expect capex will continue to increase next year." https://t.co/PnIveUo48k https://www.bluelinecapitalwealth.com/2024/05/10/where-is-leadership-coming-from/ More Capex: $AMZN CFO: ".we will be meaningfully stepping up our CapEx."" [X Link](https://x.com/bill_baruch/status/1789069333098094733) 2024-05-10T23:05Z [----] followers, [----] engagements "Apple has closed in on an agreement with OpenAI to use the startups technology on the iPhone part of a broader push to bring artificial intelligence features to its devices via @technology https://www.bloomberg.com/news/articles/2024-05-11/apple-closes-in-on-deal-with-openai-to-put-chatgpt-on-iphoneutm_source=website&utm_medium=share&utm_campaign=twittersref=qIJKpI3l https://www.bloomberg.com/news/articles/2024-05-11/apple-closes-in-on-deal-with-openai-to-put-chatgpt-on-iphoneutm_source=website&utm_medium=share&utm_campaign=twittersref=qIJKpI3l" [X Link](https://x.com/bill_baruch/status/1789358109846110681) 2024-05-11T18:13Z [----] followers, [---] engagements "Get this Metal on Your On @TradingView @CMEGroup #PL_F #Platinum #GC_F #GLD #SI_F $SLV https://www.tradingview.com/chart/PL1/pZF6mrzG-Get-this-Metal-on-Your-Radar/ https://www.tradingview.com/chart/PL1/pZF6mrzG-Get-this-Metal-on-Your-Radar/" [X Link](https://x.com/bill_baruch/status/1790013927461429440) 2024-05-13T13:39Z [----] followers, [----] engagements "Crude Oil Responding Line in the Sand on @TradingView @CMEGroup #OOTT #CL_F #USO https://www.tradingview.com/chart/CLM2024/cWdaxtGm-Crude-Oil-Responding-Line-in-the-Sand/ https://www.tradingview.com/chart/CLM2024/cWdaxtGm-Crude-Oil-Responding-Line-in-the-Sand/" [X Link](https://x.com/bill_baruch/status/1790018850076885113) 2024-05-13T13:58Z [----] followers, [---] engagements "A good consolidation day. This is what Im watching into tomorrow. #HD #BABA #AAPL #PPI #Powell #Copper #HG_F #GLD #GC_F" [X Link](https://x.com/bill_baruch/status/1790150851660542264) 2024-05-13T22:43Z [----] followers, [----] engagements "Of course PPI m/m comes in hot for the current April read at +0.5% vs +0.3% exp WHEN the prior base comp was revised to a disinflationary -0.1% from +0.2%" [X Link](https://x.com/bill_baruch/status/1790360166497464537) 2024-05-14T12:35Z [----] followers, [----] engagements "From today's PPI data Private Capital Equipment Spending and Government Capital Equipment Spending nice ramp for April. This is good for industrials #URI #CAT" [X Link](https://x.com/bill_baruch/status/1790416924276310254) 2024-05-14T16:20Z [----] followers, [---] engagements "One inflation report down one to go. PPI for April was hot only because of disinflation in March. #SPY 1% from records highs. The chip trade is grooving and metals got bid. #AVGO #NVDA #DHR #CPI #GLD #SLV #Copper" [X Link](https://x.com/bill_baruch/status/1790486323368788029) 2024-05-14T20:56Z [----] followers, [----] engagements "@mattylu16 Im more disappointed I forgot to mention #CRWD +3.25% on the day. Especially since we added it more than 5% ago in portfolios and Im long call spreads in the PA" [X Link](https://x.com/bill_baruch/status/1790491589933941027) 2024-05-14T21:17Z [----] followers, [--] engagements "Buy in May this bull market is here to stay. #BAC #JPM #MS #AAPL #NVDA #AMZN https://www.bluelinecapitalwealth.com/2024/05/10/where-is-leadership-coming-from/ https://www.bluelinecapitalwealth.com/2024/05/10/where-is-leadership-coming-from/" [X Link](https://x.com/bill_baruch/status/1790491994055192599) 2024-05-14T21:18Z [----] followers, [---] engagements "New record highs for #SPY and #QQQ. Favorable economic data led by CPI slowing. The chips showed up big #NVDA #AVGO #AMD. Watching for #SLV to break above $30 tonight. Lets have a strong finish these last two days of the week. More tomorrow on @HalftimeReport #MSFT #AAPL #GLD" [X Link](https://x.com/bill_baruch/status/1790882687135191355) 2024-05-15T23:11Z [----] followers, [----] engagements "Buy in May this bull market is here to stay Fresh record highs in the S&P. Im back at the NYSE for @HalftimeReport. Tune in" [X Link](https://x.com/bill_baruch/status/1791132426967585168) 2024-05-16T15:43Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@bill_baruch Bill Blue LineBill Blue Line posts on X about $spy, $gld, $nvda, $qqq the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Social category influence stocks technology brands finance cryptocurrencies automotive brands countries currencies exchanges social networks travel destinations
Social topic influence $spy #894, $gld #57, $nvda, $qqq #294, $slv #65, nvda, $tsla, meta, $avgo #121, $amzn
Top accounts mentioned or mentioned by @halftimereport @cmegroup @bluelinecap @bluelinefutures @tradingview @divestech @billbaruch @pstreible @markets @blooddotegg @ht911 @scottwapnercnbc @mikezaccardi @bccmchicago @epictrades1 @proctooor @futureproofhq @karelmercx @youtube @economics
Top assets mentioned SPDR S&P [---] ETF Trust (SPY) SPDR GOLD ETF (GLD) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Broadcom, Inc. (AVGO) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) Metadium (META) Oracle Corporation (ORCL) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Palantir Technologies Inc. (PLTR) Advanced Micro Devices (AMD) Netflix Inc (NFLX) Exxon Mobil (XOM) GammaSwap (GS) Spacemesh (SMH) Eli Lilly and Company (LLY) Uber Technologies, Inc. (UBER) AbbVie Inc (ABBV) CatCoin (CAT) United Rentals, Inc. (URI) JPMorgan Chase (JPM) Synopsys, Inc. (SNPS) MasTec, Inc. (MTZ) Intel Corporation (INTC) iShares BTC Trust (IBIT) Basis Cash (BAC) Amgen, Inc. (AMGN) Walmart, Inc. (WMT) Crowdstrike Holdings Inc (CRWD) AppLovin Corporation (APP) Now Coin (NOW) Berkshire Hathaway Inc Class B (BRK.B) Freeport-McMoRan Inc (FCX) Home Depot, Inc. (HD) Vertiv Holdings Co (VRT) Doge Jones Industrial Average (DJI) Lam Research Corporation (LRCX) Partisia Blockchain (MPC) Rally (RLY)
Top posts by engagements in the last [--] hours
"Popping on @HalftimeReport with some exciting news and diving into miners $GDX $GLD $SLV $SIL. Tune in"
X Link 2025-07-09T16:17Z 10.3K followers, [----] engagements
"UBS gold price target raised to $3800/oz by end-2025 Reuters https://www.reuters.com/markets/commodities/ubs-raises-gold-price-target-3800oz-by-end-2025-2025-09-12/ https://www.reuters.com/markets/commodities/ubs-raises-gold-price-target-3800oz-by-end-2025-2025-09-12/"
X Link 2025-09-12T09:42Z 10.2K followers, [---] engagements
"@RampCapitalLLC At our lake house new build put one in the basement. Went with Harvia tile floor for ease of cleaning cedar bench and second tier. The most expensive thing was the doors. Went custom and they look fantastic one opens to bathroom and shower the other main entry"
X Link 2025-12-07T20:45Z 10.1K followers, [---] engagements
"Memory chip shortage to last through [----] semiconductor boss says $MU $SNDK $WDC $SNPS https://cnb.cx/49FMifN https://cnb.cx/49FMifN"
X Link 2026-01-26T13:05Z 10.1K followers, [---] engagements
"Air pocket this morning amid softwares continued bludgeoning $MSFT $NOW geopolitics and $USD volatility. But we bounced back led by $META $GOOG $CAT $XLF and then a solid report from $AAPL. Volatility in $GLD $SLV continues and Fed pick incoming"
X Link 2026-01-30T01:18Z 10.3K followers, [----] engagements
"Started the day on top of Snowmass. Get out and have a Saturday"
X Link 2026-01-31T18:16Z 10.1K followers, [----] engagements
"$GOOG just said hold my beer to your CapEx concerns"
X Link 2026-02-04T21:36Z 10.4K followers, [----] engagements
"Another tech led route hit $SPY $QQQ early with names like $AMD $MU $NVDA $AVGO $TSLA. But different story $DJX $AMGN $XLV $XLF $NKE. Big beat by $GOOG after the bell with surge in [--] CapEx lifting most boats. Will be on @HalftimeReport tomorrow. Tune in"
X Link 2026-02-04T22:25Z 10.4K followers, [----] engagements
"Joining @HalftimeReport for the hour from the office Tune in"
X Link 2026-02-05T16:57Z 10.4K followers, [----] engagements
"Its ugly out there $IGV $MSFT shed another 5% #ES_F $SPY $QQQ new lows into the close. $LLY coughs up yesterdays big day. $AVGO +6% to +80bps today. $GLD $SLV finish on lows. At least $TLT beginning to respond"
X Link 2026-02-05T22:35Z 10.3K followers, [---] engagements
"@TAdubato18 Definitely has something to do with it. Leverage is leaving the system in a handful of places"
X Link 2026-02-05T22:46Z 10.3K followers, [--] engagements
"Back at the NYSE for @HalftimeReport. Tech is lagging healthcare and financials are ripping and Silver set a new record high. Make sure to tune in"
X Link 2025-11-13T16:58Z 10.3K followers, [----] engagements
"I have seen a lot of complicated responses/explanations/justifications to Fridays fallout in $SLV $GLD. A must read from @KarelMercx who breaks it down amazingly here. Yes retail frenzy took hold and leveraged ETFs had a hand. A lot of the time things are much simpler. Look at @KarelMercx explanation and now layer in option expiration that was Tuesday and listen to what the market is telling you available inventories becoming tighter combined with a mounting open interest in options that a month and two months ago were far from the money. In the money those options are [--] for [--] futures. The"
X Link 2026-02-01T15:57Z 10.4K followers, 13.5K engagements
"$SPY $QQQ picked up right where they left off with another big rebound day from $IGV $SMH led by $MSFT $PLTR $CRWD $NVDA $AVGO. As tech picks up wind comes out of $XLP $WMT $KO $PEP. Also $GLD back above $5000 $SLV. Big week of data and earnings ahead"
X Link 2026-02-09T23:09Z 10.4K followers, [----] engagements
"@mike_h1990 Thank you 🙏"
X Link 2026-02-10T02:46Z 10.3K followers, [--] engagements
"@masspiker57"
X Link 2026-02-10T12:13Z 10.3K followers, [--] engagements
"Not a fluid finish but maybe just a consolidation as $XLF gets disrupted and profit taking ahead of Nonfarm Payrolls. $SPY $QQQ holding support with strong showings from $TSLA $ORCL $HD $DIS $NFLX $NOW $APP $XLU"
X Link 2026-02-11T00:02Z 10.4K followers, [----] engagements
"A sea of red $QQQ -2% $SMH -3%. $BRKB $LLY $CSCO $XLE positive and $SPY so far holding last Friday gap. Weakness in stocks along with $DXY $TLT $GLD $SLV. Crude on the move tonight though"
X Link 2025-11-14T01:58Z 10.4K followers, [----] engagements
"What a rebound 50k $DJX but make no mistake this was tech led $QQQ $NVDA testing the [---] dma and responding. This was exactly what I wanted to see leaned into $NVDA $AVGO $PLTR $BRKB $VRT. Nice response from lows in $GLD $SLV from a bleak start last night. Have a great weekend"
X Link 2026-02-06T22:37Z 10.4K followers, 11K engagements
"No record high for $SPY $QQQ but $DJX sneaked one in powered by $KO $MMM $CRM $AMZN. Earnings slip by $NFLX. Tough day for $GLD $SLV and will tell you where Im looking for support"
X Link 2025-10-21T21:16Z 10.4K followers, [---] engagements
"Its ugly out there $IGV $MSFT shed another 5% #ES_F $SPY $QQQ new lows into the close on $AMZN. $LLY coughs up yesterdays big day. $AVGO +6% to +80bps today. $GLD $SLV finish on lows. At least $TLT beginning to respond"
X Link 2026-02-05T22:45Z 10.4K followers, [----] engagements
"Great time at the daddy daughter dance last night with these two 😍"
X Link 2026-02-07T20:51Z 10.4K followers, 24.8K engagements
"$SPY $QQQ were firm after a strong Jan NFP report but slammed on the open with $MSFT $GOOG $IGV $XLF leading downside. All was not bad a monster earnings report from $VRT $MU followed along with $MTZ $XOM $XLE. #ES_F held support and tomorrow will be moving day ahead of CPI"
X Link 2026-02-11T22:07Z 10.4K followers, [----] engagements
"Great day out on the ice"
X Link 2026-02-15T03:00Z 10.4K followers, [---] engagements
"@Trader_Dante I had a registered CTA few years back. Was up 100% on 300k in first [--] months. Couldnt raise any serious cash because gains were too much too quick. Was my wake up call that real money looking to invest does not like the"wow factor" you speak of. Take big risk to get those gains"
X Link 2018-06-29T10:58Z 10.1K followers, [--] engagements
"Welcome to the world Ella Elizabeth Baruch"
X Link 2019-03-27T13:04Z 10.1K followers, [---] engagements
"Joining @HalftimeReport @ScottWapnerCNBC and team today from the NYSE at the top of the hour. Big day for $NVDA. Dont miss it"
X Link 2023-02-23T16:35Z 10.1K followers, [----] engagements
"Back at the NYSE for @HalftimeReport. Bank earnings Michigan inflation expectations Fed speak and more. Lot to discuss. Dont miss it"
X Link 2023-04-14T16:57Z 10.1K followers, [----] engagements
"The Fed will loosen and the economy is not falling apart. Good news is good news again . For now"
X Link 2024-08-15T12:38Z 10.1K followers, [----] engagements
"This was my favorite interview of all time as a young trader in the thick of things. Thanks for sharing @qcapital2020 Tepper in [----] telling you to buy everything Sounds familiar hmmm https://t.co/EhX9H7vr8U Tepper in [----] telling you to buy everything Sounds familiar hmmm https://t.co/EhX9H7vr8U"
X Link 2024-09-26T18:48Z 10.1K followers, [----] engagements
"I have NEVER seen this happen before. Crude Oil futures stagnant 70.50-70.65 yet the options are exploding. The December [--] calls have literally gone from [----] to 1.25+ up more than 50% 🤯🔥 #CL_F $USO #OOTT"
X Link 2024-10-31T19:32Z 10.1K followers, [----] engagements
"We believe Gold is in a generational breakout/bull market but it needs Silver to join the party. They fell precipitously into critical areas of support after opex Tuesday and amid broad market risk-off. Both settled Friday at session lows (Mr. Market last gut punch to bulls) #GC_F tested the prior record high from October and .382 Fib retrace. #SI_F all the way to the .618 and trend line support. Trading through the [---] and [--] dma on settlement but back above with a late risk on jolt lifting each almost 1% into the electronic close. $SLV has had a trend of bursts to highs but quickly failing"
X Link 2025-03-01T19:33Z 10.1K followers, 72K engagements
"Look who I ran into @DivesTech 🐐🏆 At the NYSE for @HalftimeReport. Fed yesterday AI Diffusion US-UK trade GOOG-AAPL and more. Tune in https://t.co/gfHK2fvf7P At the NYSE for @HalftimeReport. Fed yesterday AI Diffusion US-UK trade GOOG-AAPL and more. Tune in https://t.co/gfHK2fvf7P"
X Link 2025-05-08T14:52Z 10.1K followers, 24.5K engagements
"Its an AI arms race & spend is only increasing. Hyperscalers $MSFT $META $GOOG $AMZN all confirmed. Industrial demand is 50% of Silver use. Its used in GPUs & data centers. Electronics account 1/3 industrial demand Could $NVDA Earnings be the Match that Ignites #silversqueeze Check out @PStreible midday update. https://youtu.be/Vuf_fPc4Yz0si=HPLniHZ-D2YP5S0k https://youtu.be/Vuf_fPc4Yz0si=HPLniHZ-D2YP5S0k"
X Link 2025-05-28T18:27Z 10.1K followers, 48K engagements
"The revision lower for 1-yr inflation expectations in the politically divided Michigan Consumer survey must be amplified. Though still erroneously high at 6.6% its down from likely cycle high 7.3%. Elevated despite NY Fed 1yr still high at 3.6% Core CPI continuously softer than expected at 2.8% and todays Core PCE at 2.5%. Housing makes up 30% and housing prices are coming down. Powell and Fed hesitant to acknowledge this blaming tariff uncertainly but truly they fear the self-fulfilling prophecy of higher inflation expectations as the risk to un-anchoring. I repeat this should be cycle high"
X Link 2025-05-30T14:18Z 10.1K followers, 53.8K engagements
"Back at the NYSE for @HalftimeReport. US-China $AVGO earnings and much more. Tune in"
X Link 2025-06-05T15:47Z 10.1K followers, 19.4K engagements
"Great time at the @HalftimeReport desk today with this legend. Back at the NYSE for @HalftimeReport. US-China $AVGO earnings and much more. Tune in https://t.co/TR0q7BfHFh Back at the NYSE for @HalftimeReport. US-China $AVGO earnings and much more. Tune in https://t.co/TR0q7BfHFh"
X Link 2025-06-05T18:04Z 10.1K followers, [----] engagements
"Powell lost the series. 258k jobs revised out May-June July miss. Kugler steps down Williams dovish comments. SPY QQQ outside bearish weekly candle though held support on low. Gold strong finish to the week. Have a great weekend"
X Link 2025-08-02T14:04Z 10.1K followers, 21K engagements
"Celebrating [--] years today with this amazing woman"
X Link 2025-11-07T22:26Z 10.1K followers, 19.7K engagements
"$QQQ / $VTV Rotation back to tech being loved - engage 🚀 Rotation back to tech being loved - engage 🚀"
X Link 2025-12-16T18:48Z 10.1K followers, [----] engagements
"It was a valiant effort early $SPY $QQQ $DJI but an undertow of news was too much. Still a great day from $GOOG $CRWD $PLTR $LLY $AMGN $XLV. Also volatility in $GLD $SLV $CPER and metals after Shanghai raised margins. Im in NYC for @HalftimeReport tomorrow. Tune in"
X Link 2026-01-08T00:20Z 10.1K followers, [----] engagements
"Today markets spoke and despite Powell news $SPY hit a fresh record high. Big days from $XLI $WMT $AVGO $GOOG $ORCL. Also new records from $GLD $SLV. Look out for CPI tomorrow"
X Link 2026-01-13T00:18Z 10.1K followers, [----] engagements
"Core CPI light but $SPY $QQQ couldnt breakout after China H200 news. Still a good close and strong session from $XLI $MTZ $GEV $XOM $XLE $WMT $GOOG $AMD. New high in $SLV $GLD. Supreme Court could rule on tariffs tomorrow"
X Link 2026-01-13T22:37Z 10.1K followers, [----] engagements
"Very close but no cigar no $SPY breakout yet. Still great days from $MS $GS $TSMC $NVDA $LRCX $XLI $MTZ. Watching the $USD $DXY closely to finish out the week"
X Link 2026-01-16T00:13Z 10.1K followers, [----] engagements
"@MikeZaccardi Less about the shiny metal and more about the value of the dollar"
X Link 2026-01-27T12:45Z 10.1K followers, [---] engagements
"@MikeZaccardi As of July [----] Basel III took effect and Gold is a Tier [--] asset - allows for banks to count it at 100% of its value on balance sheet up from 50%. Mix into that stew some de-globalization and reckless fiscal policy and here we are"
X Link 2026-01-27T12:59Z 10.1K followers, [--] engagements
"@MacroEu @MikeZaccardi I dont believe so. I believe we are at a higher floor for longer. Central banks are not buying for a trade. Yes institutions and traders in it for a trade will sell and only time will tell when that deleveraging takes place. But the largest buyers are here to stay"
X Link 2026-01-27T14:25Z 10.1K followers, [--] engagements
"One of the most uneventful Fed meetings in recent memory and thats NOT a bad thing $SPY $QQQ digested gains in the second half of the day before $META $TSLA $LRCX pop on earnings and $MSFT $NOW drop. 👀 on $GLD $SLV $DXY"
X Link 2026-01-29T01:16Z 10.1K followers, [----] engagements
"@epictrades1 Same been watching this one closely"
X Link 2026-01-31T13:24Z 10.1K followers, [---] engagements
"Enter to win 1oz iiTRADER Silver Coin. Its easy just go to http://t.co/D8UEu2YLhs scroll down and submit information http://t.co/Je33i0ATqk http://iitrader.com http://iitrader.com"
X Link 2015-01-26T15:40Z 10.1K followers, [--] engagements
"Talked about $AAPL on @CNBC @TradingNation yesterday and what levels to buy. $QQQ #ES_F $SPY https://www.cnbc.com/2018/11/15/apple-just-entered-a-bear-market-but-it-could-be-best-chance-to-buy-.html https://www.cnbc.com/2018/11/15/apple-just-entered-a-bear-market-but-it-could-be-best-chance-to-buy-.html"
X Link 2018-11-15T16:33Z [----] followers, [--] engagements
"Midday Market Minute #ES_F $SPY #NQ_F $QQQ #CL_F #OOTT $GD #GC_F $DXY https://www.bluelinefutures.com/single-post/2019/01/15/Midday-Market-Minute https://www.bluelinefutures.com/single-post/2019/01/15/Midday-Market-Minute"
X Link 2019-01-15T17:51Z [----] followers, [--] engagements
"$CVX $XOM $PSX = $GID $DY $UP #Giddyup"
X Link 2022-07-29T12:03Z [----] followers, [--] engagements
"Final Trades: PayPal Merck Bristol Myers & more $PYPL https://www.cnbc.com/video/2022/11/09/final-trades-paypal-merck-bristol-myers-more.html__source=sharebartwitter&par=sharebar https://www.cnbc.com/video/2022/11/09/final-trades-paypal-merck-bristol-myers-more.html__source=sharebartwitter&par=sharebar"
X Link 2022-11-10T15:50Z [----] followers, [--] engagements
"Today's Morning Express to clients @BlueLineFutures. The Economy Is Heating Up. $SPY $QQQ #Fed #CPI #OOTT $USD $DXY $GLD $GDX $SPX $NDX $ES_F $ND_F $GC_F $CL_F"
X Link 2023-02-16T13:41Z [----] followers, [----] engagements
"Lets get some sun on these markets Back at the NYSE to join @ScottWapnerCNBC and the team on @HalftimeReport"
X Link 2023-03-15T15:05Z [----] followers, [----] engagements
"Are Tailwinds For S&P 4300+ Brewing @BlueLineFutures "positive movement on the debt ceiling ahead of the holiday weekend coupled with a strong showing from $NVDA." $SPY $QQQ #Fed #CPI #OOTT $USD $DXY $GLD $GDX $SPX $SPX $ES_F $NQ_F $GC_F $CL_F"
X Link 2023-05-23T16:13Z [----] followers, [--] engagements
"I have been pounding the drum on $SNPS for a while now. Electronic design automation of chips. Came across this gem. Amazing interview @NPetallides of @TDANetwork back in [----] Synopsys (SNPS) CEO on Semiconductor Chip Design via @YouTube"
X Link 2023-05-29T22:19Z [----] followers, [---] engagements
"Start your day with @PStreible's Metals Minute #GC_F $GLD $SLV #SI_F #HG_F $FCX $CPER"
X Link 2023-06-01T11:35Z [----] followers, [--] engagements
"$TSLA chewing through some serious resistance pre-market at the .382 and trend line from the April [----] highs"
X Link 2023-06-07T12:40Z [----] followers, [----] engagements
"$TSLA up after hours on reports @BlueLineCapLLC increased it to a Top [--] holding. More to come on tomorrows @HalftimeReport where Ill be joining the desk"
X Link 2023-06-08T20:37Z [----] followers, [---] engagements
"@vipersiii $ORCL $PANW and $EXAS come to mind. Great companies amazing stock performance and I need more exposure to their respective industries"
X Link 2023-06-12T21:30Z [----] followers, [---] engagements
"Want breadth $SOXX is +3.15% and none of the top three holdings are $NVDA $AVGO nor $AMD are +3%"
X Link 2023-06-27T19:15Z [----] followers, [--] engagements
"Micron $MU. Expectations have been driven extremely low over the last year and allowed huge misses last two quarters to have relatively muted downside in stock price. The fear is cyclical business economy slowing and everyone bought PC/devices during the pandemic. In 1st"
X Link 2023-06-28T17:58Z [----] followers, [----] engagements
"$MU Exactly what you want to hear - "Memory demand cycle hitting trough""
X Link 2023-06-28T20:14Z [----] followers, [----] engagements
"Will a Weak Dollar Lift Stocks and Commodities Do not miss this crucial data released overnight tonight. $SPY $QQQ #Fed #CPI #OOTT $USD $DXY $GLD $GDX $SPX $SPX $ES_F $NQ_F $GC_F $CL_F #CNH"
X Link 2023-07-10T19:23Z [----] followers, [----] engagements
"$LNG is my play with a bit of pipeline infrastructure exposure from $MTZ. Berkshire Hathaway Energy agreed to buy Dominion Energys stake in a Maryland natural gas export project for $3.3 billion https://t.co/DHn29kDOpY Berkshire Hathaway Energy agreed to buy Dominion Energys stake in a Maryland natural gas export project for $3.3 billion https://t.co/DHn29kDOpY"
X Link 2023-07-11T11:45Z [----] followers, [---] engagements
"On Friday I talked about adding more $CVX and $PXD to portfolios. Great quarter from $PXD although lower revenues (as expected due to Oil price) profit and margins improved less CAPEX and boosted FCF by $742 million"
X Link 2023-08-02T13:59Z [----] followers, [---] engagements
"Great quarter posted by $AMGN Thursday and performed terrific Friday +5.5%. Been pounding the table on it for two weeks"
X Link 2023-08-06T01:32Z [----] followers, [---] engagements
"Coming up on @YahooFinance right now to talk Crude energy complex and touch on US Steel #OOTT #CL_F $CVX $PXD $CLF $X"
X Link 2023-08-14T19:47Z [----] followers, [---] engagements
"Was thinking earlier it makes sense for China PBOC to cut tonight ahead of the data knowing they have good data coming. More or less to show face the ship is already turning and cut only bringing a tailwind. On the other hand if bad data would be throwing good money after bad"
X Link 2023-08-15T01:32Z [----] followers, [---] engagements
"Bonds dont seem to care more keyed in on UK wages. Lot hinging on US Retail Sales"
X Link 2023-08-15T10:58Z [----] followers, [---] engagements
"$SNPS reports after the bell. They are at the center of chip design and will echo the demand story. Make no mistake - this is a huge report. Intel adds Synopsys IP to advanced contract manufacturing"
X Link 2023-08-16T11:04Z [----] followers, [---] engagements
"Chinas central bank and financial regulators urged a boosting of loans to support the economy and the cutting of local government bond risks via @economics"
X Link 2023-08-20T11:59Z [----] followers, [---] engagements
"What's your Tuesday morning hot take I'll go first. Powell raises the inflation target causing a massive bull steepener in the treasury curve because everyone is on the wrong side. #JacksonHole #Fed"
X Link 2023-08-22T11:42Z [----] followers, [---] engagements
"BlackRocks Rick Rieder said the cooling labor market supports speculation that the Fed is done raising rates making bonds more appealing than they have been in months via @markets"
X Link 2023-09-02T11:42Z [----] followers, [---] engagements
"Seems that bonds are pricing in reflation (along with early month supply). A theme we hit on as last week unfolded how much more supportive could NFP be after JOLTs Consumer Confidence ADP and GDP were perfectly slowing on the heels of less uncertainties. Powell and NVDA in rear view mirror. 30yr Bond went red first on Friday and happened when odds of a June rate cut shifted to May. This could be the new headwind - discounting reflation on Goldilocks slowing data"
X Link 2023-09-05T11:17Z [----] followers, [----] engagements
"The Fed has threaded a magnificent needle. Yes they had mistakes August [----] for sure. Now that a soft landing is baseline does that not speak to their path of success The inflation battle is not over and Oil is on the rise they gave a nod to that with higher rates for longer"
X Link 2023-09-21T10:23Z [----] followers, [---] engagements
"Holy moly look at the refiners $MPC +4% $PSX +3%. Love it"
X Link 2023-09-21T13:40Z [----] followers, [---] engagements
"@popculture66 Sorry for my delayed response. Been in the thick of it. I respectfully disagree. I went on there at the end of July and said multiple times that I raised a net 10% cash and sold out of $TSLA and $AMD among others. I have rotated put protection since that time"
X Link 2023-09-21T22:38Z [----] followers, [--] engagements
"That is a pretty goldilocks Flash PMI Manufacturing a touch better (though still contraction) and Services a touch worse than expected on the border of contraction"
X Link 2023-09-22T13:49Z [----] followers, [---] engagements
"Rain rain go away bring a stock market rally today Back at the NYSE for @HalftimeReport. Going to be a great one dont miss it"
X Link 2023-09-25T14:46Z [----] followers, [--] engagements
"In case you missed it check out the podcast. https://podcasts.apple.com/us/podcast/halftime-report/id1524487980 Rain rain go away bring a stock market rally today Back at the NYSE for @HalftimeReport. Going to be a great one dont miss it https://t.co/GDOFJgHlWQ https://podcasts.apple.com/us/podcast/halftime-report/id1524487980 Rain rain go away bring a stock market rally today Back at the NYSE for @HalftimeReport. Going to be a great one dont miss it https://t.co/GDOFJgHlWQ"
X Link 2023-09-25T18:14Z [----] followers, [---] engagements
"@Proctooor Is this due to me thinking bull cycle top in Q2 [--] This is purely technical. Could be a simple correction as we see now. Could be inflation stickier. I dont like projecting catalysts that far out. Lets get our Christmas bull first. 🙏 🎄"
X Link 2023-09-27T21:19Z [----] followers, [--] engagements
"Chevron to buy Hess Corp for $53 billion in all-stock deal https://www.reuters.com/markets/deals/chevron-buy-hess-corp-53-bln-stock-2023-10-23/ https://www.reuters.com/markets/deals/chevron-buy-hess-corp-53-bln-stock-2023-10-23/"
X Link 2023-10-23T10:25Z [----] followers, [---] engagements
"@KeithMcCullough $GOOG probably only down 2% from when his Treasury trade went on. Love how Gold is ignore the T bludgeoning"
X Link 2023-10-25T18:35Z [----] followers, [---] engagements
"I will call you Roburrito Another great read from @LikeFolio @AndySwan and a great call - $CMG beat"
X Link 2023-10-26T20:37Z [----] followers, [---] engagements
"I thought I had a great week. Not sure how this happened. $BILL 😂"
X Link 2023-11-03T21:18Z [----] followers, [----] engagements
"@McLarenChappell $SNPS My goal is not to encourage viewers to chase it but get it on your radar. Reports 11/29. Leader in electronic design automation of chips - NVDA is a client. The name is not talked about enough. It deserves more notoriety. It is and has been in our top [--] for a while"
X Link 2023-11-17T22:07Z [----] followers, [--] engagements
"Microsoft CEO Nadella blindsided and furious at the OpenAI board for firing Sam Altman over Google Meet"
X Link 2023-11-18T12:58Z [----] followers, [---] engagements
"@GeorgeC1953 @BlueLineFutures That is a terrific point. The stock reacted poorly at the onset of the news and we now have the rebound. This is more about watching a few rounds. Might be back in soon"
X Link 2023-11-21T02:44Z [----] followers, [--] engagements
"OPEC+ may need to announce deeper oil production cuts this weekend to offset surprisingly strong supply growth from the US and elsewhere hedge fund manager Pierre Andurand says via @markets"
X Link 2023-11-22T13:07Z [----] followers, [---] engagements
"The OPEC+ meeting scheduled for this weekend looks to be running into trouble as Saudi Arabia expressed dissatisfaction with other members about their oil production levels sources say via @markets"
X Link 2023-11-22T13:07Z [----] followers, [---] engagements
"@CTInv50 $NVDA move is not about fair value its about bullish positioning and option flow. This needs to unwind. I wouldnt be surprised to see $525 next week"
X Link 2023-11-23T11:49Z [----] followers, [--] engagements
"Black Friday Deals: Shoppers Set Online Spending Record Adobe Says - Bloomberg"
X Link 2023-11-25T18:21Z [----] followers, [---] engagements
"Joining @HalftimeReport in a moment to update you on a new buy"
X Link 2023-11-28T17:39Z [----] followers, [---] engagements
"$SNPS crushed it with record revenue. Not a stock that moves a lot in AH but shares edging higher"
X Link 2023-11-29T21:15Z [----] followers, [---] engagements
"$Uber shares pop on inclusion in $SPY"
X Link 2023-12-02T01:03Z [----] followers, [---] engagements
"Coming up on @HalftimeReport to discuss $ORCL macro and more"
X Link 2023-12-12T17:07Z [----] followers, [---] engagements
"Coming up on @CNBCWEX with @FrankCNBC we got you covered this AM macro Fed and maybe some $ADBE"
X Link 2023-12-14T10:49Z [----] followers, [---] engagements
"@TheStalwart 🤫 Ive been telling my dad for a decade he needs to stop watching the Dow as a market barometer. This was because he needed to open his eyes. We cant reverse all this progress"
X Link 2023-12-14T11:58Z [----] followers, [---] engagements
"Back at the NYSE for @HalftimeReport. A lot of ground to cover Yesterdays whipsaw macro $MU earnings and more. Dont miss it"
X Link 2023-12-21T16:46Z [----] followers, [---] engagements
"Synopsys is in talks to acquire Ansys in a move that would create a new design-software giant and mark one of the first big merger deals of the new year via @WSJ"
X Link 2023-12-22T20:26Z [--] followers, [---] engagements
"@HowardJThompson @HalftimeReport @ScottWapnerCNBC @Downtown @stephenLweiss @terranovajoe I respect your opinion but we must be forward looking. I believe everything you stated is already discounted. Merry Christmas have a wonderful weekend"
X Link 2023-12-23T02:15Z [----] followers, [--] engagements
"I think its more about the double standard created for those who are aligned with power. Its eye opening for those that doubted and breathes life into the validity of conspiracies. Makes one question what else is being done. However for those whos views align with it they dont see this as a big deal"
X Link 2024-01-02T03:34Z [--] followers, [--] engagements
"@DivesTech @SeekingAlpha $aapl $msft $goog $tsla"
X Link 2024-01-06T14:26Z [----] followers, [---] engagements
"Mnchausen Syndrome - Fed's Logan: should not rule out another rate hike Reuters"
X Link 2024-01-06T19:11Z [----] followers, [--] engagements
"@skughered How these things get approved with this type of literature and disclosure is disgusting. We get 5-10 calls a day from someone selling the latest greatest buffer ETF they just launched"
X Link 2024-01-08T12:59Z [--] followers, [--] engagements
"Washington Commanders would be a nice legacy move come in and get the franchise back on its feet. Coach a couple of years move into a GM role and then off into the sunset as D.C. takes home the Super Bowl. BREAKING: The head coach and the defensive coordinator of the 1991-1994 Cleveland Browns are out of work. https://t.co/osQtOb8WjY BREAKING: The head coach and the defensive coordinator of the 1991-1994 Cleveland Browns are out of work. https://t.co/osQtOb8WjY"
X Link 2024-01-11T14:07Z [----] followers, [---] engagements
"Fed deliberations on slowing the shrinking of its holdings will start as soon as this months policy meeting and aim to avoid disrupting financial markets via @WSJ"
X Link 2024-01-15T19:09Z [----] followers, [---] engagements
"$AAPL +2% pre on BoA upgrade target $225 leaning on higher growth in services & stronger iPhone upgrade cycle. If $AAPL gets going look out above. Bull flag-like pattern in #NQ_F $QQQ. Pattern important though sloppy its about trapping bears at lower levels. $AAPL -1.6% YTD"
X Link 2024-01-18T11:42Z [----] followers, [----] engagements
"$TSMC +5% after beat. Expects rebound in smartphone and computing demand. Another tailwind to $AAPL. $AAPL +2% pre on BoA upgrade target $225 leaning on higher growth in services & stronger iPhone upgrade cycle. If $AAPL gets going look out above. Bull flag-like pattern in #NQ_F $QQQ. Pattern important though sloppy its about trapping bears at lower levels. $AAPL -1.6% YTD $AAPL +2% pre on BoA upgrade target $225 leaning on higher growth in services & stronger iPhone upgrade cycle. If $AAPL gets going look out above. Bull flag-like pattern in #NQ_F $QQQ. Pattern important though sloppy its"
X Link 2024-01-18T11:49Z [----] followers, [----] engagements
"@carlquintanilla I kept saying New Home Sales and Building Permits were disinflationary. However Mr. Market told me otherwise and Mr. Market is never wrong"
X Link 2024-01-18T20:58Z [----] followers, [--] engagements
"Chinese stocks in Hong Kong slumped toward their lowest level in almost two decades in stark contrast to a more optimistic Wall Street via @markets"
X Link 2024-01-22T09:32Z [----] followers, [---] engagements
"@DeclanRae666 @markets Yes I am still bullish. We own $MU at our #10 position and $WDC at #21 out of [--] names. These are cyclical businesses that require economic growth & demand cycles to align. I believe stars are coming together & if rates down it brings tailwinds for restructuring debt"
X Link 2024-01-23T02:10Z [----] followers, [--] engagements
"@PauloMacro Maybe just maybe the Fed doesnt control inflation between 2-5% Fed Funds and theres no reason to have rates up here. Maybe higher rates are counterproductive to slowing spending. Maybe there are pockets of the economy that would unnecessarily crack by holding rates here. CRE"
X Link 2024-01-23T23:57Z [----] followers, 31.1K engagements
"At the NYSE for the @HalftimeReport. What a day to be here Stocks at record highs $TSLA down after earnings GDP all teeing up for PCE tomorrow and an even bigger week next week Dont miss it"
X Link 2024-01-25T16:36Z [----] followers, [---] engagements
"Doesnt blowout Pending Home Sales allude to relief in rents"
X Link 2024-01-26T15:07Z [----] followers, [---] engagements
"The Biden administration is expected to announce billions of dollars in new subsidies to chipmakers including Intel and TSMC the WSJ reported via @technology"
X Link 2024-01-27T15:08Z [----] followers, [---] engagements
"China securities regulator said it will halt the lending of some shares for short selling a move designed to support the countrys slumping stock markets via @markets"
X Link 2024-01-28T13:29Z [----] followers, [---] engagements
"Plummeting Inflation Raises New Risk for Fed: Rising Real Interest Rates - WSJ"
X Link 2024-01-28T14:23Z [----] followers, [---] engagements
"@IvanTheK Maybe I guess we will know in the next few hours"
X Link 2024-01-31T21:46Z [----] followers, [--] engagements
"$ABBV $ABBV AbbVie Q4 [--] Earnings: - Adj EPS: $2.79 (est $2.76) - Revenue: $14.30B (est $13.99B) - Sees Adj EPS $11.05-$11.25 (Saw At Least $11.00) - Raises Its Long-Term Outlook For Skyrizi And Rinoq Revenue $ABBV AbbVie Q4 [--] Earnings: - Adj EPS: $2.79 (est $2.76) - Revenue: $14.30B (est $13.99B) - Sees Adj EPS $11.05-$11.25 (Saw At Least $11.00) - Raises Its Long-Term Outlook For Skyrizi And Rinoq Revenue"
X Link 2024-02-02T12:48Z [----] followers, [---] engagements
"Say it aint so $NVDA 666"
X Link 2024-02-03T11:41Z [----] followers, [----] engagements
"@shahil_21 I dont think so. No it wasn't at the very top the market ran up another 13% over the next seven months relax. https://t.co/ZIv2SRQmEG No it wasn't at the very top the market ran up another 13% over the next seven months relax. https://t.co/ZIv2SRQmEG"
X Link 2024-02-03T12:22Z [----] followers, [--] engagements
"@shahil_21 Never have to be all in or all out. We raised 5-7% cash with a few trims that included $NVDA and $AMD. Discussed here"
X Link 2024-02-03T12:36Z [----] followers, [--] engagements
"I dont like the title of the article thought the spread trade is very interesting and has supportive context behind it. $NVDA $AMD $INTC $SMH $NVDA ❖ Barclays says sell NVIDIA bonds as risk is to the downside Barclays analyst Sandeep Gupta started NVIDIA bonds at Underweight in a research note to clients on Tuesday. The analyst told investors that they believe NVDA's valuations fully price in the AI GPU growth $NVDA ❖ Barclays says sell NVIDIA bonds as risk is to the downside Barclays analyst Sandeep Gupta started NVIDIA bonds at Underweight in a research note to clients on Tuesday. The"
X Link 2024-02-06T17:20Z [----] followers, [---] engagements
"We added $ARM to portfolios Friday. I joined @HalftimeReport to discuss. Like our $TSLA add detailed on the show Thursday its all about position sizing. Being a leveraged commodity trader for [--] years position sizing and risk management are a strength"
X Link 2024-02-11T13:43Z [----] followers, [----] engagements
"@OJRenick Our Industrial exposure consists of four names $CAT $URI $WAB $UBER all at [--] week highs. Maybe the greatest stock picking market weve ever seen"
X Link 2024-02-16T01:59Z [----] followers, [---] engagements
"@AsylumKRU @OJRenick Ill take that. 50-100 stocks driving it"
X Link 2024-02-16T02:04Z [----] followers, [--] engagements
"$NVDA @InterestArb Im no bear but Im a realist. I dont want to scare people so I use term level out. I dont see how we get through $NVDA earnings without an unwind. Massive long call speculation MMs selling calls and long stock. Barring a $5b + rev beat and stock +20% this gets unwound. @InterestArb Im no bear but Im a realist. I dont want to scare people so I use term level out. I dont see how we get through $NVDA earnings without an unwind. Massive long call speculation MMs selling calls and long stock. Barring a $5b + rev beat and stock +20% this gets unwound"
X Link 2024-02-20T20:06Z [----] followers, [---] engagements
"Need more supply to reduce long term impact of shelter as a component of inflation. 🔴 US JANUARY BUILDING PERMITS REVISED TO -0.3% FROM -1.5% ANNUAL RATE TO [-----] MLN UNITS FROM [----] MLN UNITS. 🔴 US JANUARY BUILDING PERMITS REVISED TO -0.3% FROM -1.5% ANNUAL RATE TO [-----] MLN UNITS FROM [----] MLN UNITS"
X Link 2024-02-26T13:39Z [----] followers, [---] engagements
"$MU +4.5%: Begins volume prod. of HBM3E solution; 24GB 8H HBM3E will be part of $NVDA H200 Tensor Core GPUs which will start shipping in Q2 '24 US pre-market movers: ES NQ RTY flat $BRK.B +2%: Op. earnings rise almost 30% Y/Y driven by gains in its insurance units; Buffett cautioned about limited future growth prospects citing scarce transformative deals $AVGO +1%: Sold its end-user computing unit to KKR for US pre-market movers: ES NQ RTY flat $BRK.B +2%: Op. earnings rise almost 30% Y/Y driven by gains in its insurance units; Buffett cautioned about limited future growth prospects citing"
X Link 2024-02-26T15:21Z [----] followers, [---] engagements
"Snowflake more like snowball $SNOW"
X Link 2024-02-28T23:07Z [----] followers, [----] engagements
"The S&P and NQ are in bull flag patterns. $NVDA the leader is in a bull flag pattern. Industrials have broken out. Small caps are breaking out. New highs typically = more new highs. @HalftimeReport $SPY $QQQ $NVDA $IJR $CAT $URI This is the market reaction we have been communicating to our clients: PCE data that is simply in line will create a bullish reaction given the trend and expectations relative to CPI. The bonus here is rising Jobless Claims above expectations. This is the market reaction we have been communicating to our clients: PCE data that is simply in line will create a bullish"
X Link 2024-02-29T13:50Z [----] followers, [---] engagements
"Joining @HalftimeReport with my last moves. Tactically getting some cash back to work with a tight leash"
X Link 2024-02-29T17:16Z [----] followers, [---] engagements
"$NVDA $800 close"
X Link 2024-02-29T20:53Z [----] followers, [---] engagements
"Nice follow through in these names today. Remember this was very tactical (outside of $CRM). That means Im watching $NVDA $AMD $WDC very closely and looking for confirmation on todays weekly close. @HalftimeReport Trade Tracker: @bill_baruch buys $CRM and more $AMD $NVDA & $WDC https://t.co/5vtchZNS7U Trade Tracker: @bill_baruch buys $CRM and more $AMD $NVDA & $WDC https://t.co/5vtchZNS7U"
X Link 2024-03-01T15:20Z [----] followers, [---] engagements
"Could be on the brink of a reversion to the mean trade between Gold and Bitcoin. $GLD $IBIT"
X Link 2024-03-01T18:13Z [----] followers, [---] engagements
"Happy Sunday Futures are about to open. Huge week last week. Can it carry over $NVDA $AMD $WDC $SLV $GLD $QQQ $SPY"
X Link 2024-03-03T22:54Z [----] followers, [----] engagements
"$URI +3%. Ive been vocal about tech. But $URI another name we added to on @HalftimeReport three weeks ago. It hangs right around our Top [--]. United Rentals to buy Yak Access for $1.1 billion Reuters https://www.reuters.com/markets/deals/united-rentals-buy-yak-access-11-billion-2024-03-04/ https://www.reuters.com/markets/deals/united-rentals-buy-yak-access-11-billion-2024-03-04/"
X Link 2024-03-04T14:45Z [----] followers, [---] engagements
"Mondays in the books Heavy lifting from Gold and Silver. Disappointing days from $AAPL and $TSLA. Get ready for Services data tomorrow Ive reduced some deltas. Manage your risk $GLD $SLV $QQQ $TGT $CRWD $NVDA $AMD $URI"
X Link 2024-03-04T23:37Z [----] followers, [----] engagements
"A volatile reversal to finish out the week but a great week nonetheless. Did you capitalize (monetize) things too #ARM #NVDA #GLD #QQQ #NFP #Fed #AAPL"
X Link 2024-03-09T00:17Z [----] followers, [----] engagements
"Happy Monday It could have been worse. Nice consolidation day. #NVDA held in well after Fridays reversal. #ORCL just crushed earnings. But its all about CPI tomorrow"
X Link 2024-03-11T20:46Z [----] followers, [----] engagements
"@BretonWes @dampedspring This and leadership. Plus it doesnt hurt that the Feds next move is a cut. Fed Funds at [---] and Core PCE at [---]. Sometimes its simple"
X Link 2024-03-13T11:08Z [----] followers, [--] engagements
"@BretonWes @dampedspring A lot of people get off-track by not having a benchmark and clear-cut goals. In my wealth portfolios I need to beat the S&P (though officially MSCI ACWI) in my metals CTA I must hold relevancy to what the complex is doing. In my total return CTA I took copper this morning"
X Link 2024-03-13T12:30Z [----] followers, [---] engagements
"@BretonWes @dampedspring I completely agree if youre trying to beat the S&P its a massive uphill battle without #NVDA. We dont own #META but I make up for it in the composition of my top [--]. All comes back to goals and plan"
X Link 2024-03-13T12:33Z [----] followers, [---] engagements
"@Ross_y @HalftimeReport I like the name. We rotated out of it in December (I believe). It may have gotten a bit ahead of itself but it could be a great 2025-26 story which means keep it on your radar for 2H [----] trough as we see continued monetization of AI becoming a great tailwind to data centers"
X Link 2024-03-13T18:01Z [----] followers, [--] engagements
"What a huge day for commodities Copper and Silver with monster sessions despite warm/hot CPI yesterday. Crude pressing $80 too Theres a lot of week left though with PPI front and center tomorrow. #SCCO #SLV #GLD #OOTT #XLE #CL_F"
X Link 2024-03-13T20:47Z [----] followers, [----] engagements
"I second this. Proud to be a believer and that we have invested in SpaceX at @Blue_Line_Cap 🙌 🚀 🔥 #TSLA Where no man has gone before. I am proud to be a believer & investor in SpaceX. The pursuit of a multi-planetary civilization is noble. ❤🚀 https://t.co/SFmj22qZDZ Where no man has gone before. I am proud to be a believer & investor in SpaceX. The pursuit of a multi-planetary civilization is noble. ❤🚀 https://t.co/SFmj22qZDZ"
X Link 2024-03-15T11:58Z [----] followers, [---] engagements
"A poor tone on the heels of BoJ improved as the session unfolded. Gold and Silver struggled. #NVDA finished +1% but #SNPS was the beneficiary +4.3% getting a shoutout from NVDA CEO Huang. Get ready because here comes the Fed tomorrow #GLD #SLV #AMD #QQQ #Dotplot #GDPNow"
X Link 2024-03-19T22:20Z [----] followers, [---] engagements
"What a Fed Day Monster moves across the board. Hopefully we can stick the landing on the weekly close. #MU #GLD #SLV #TLT #SPY #Powell #NVDA"
X Link 2024-03-20T22:45Z [----] followers, [----] engagements
"The week had a bit of something for everyone but no one can argue the monster finish for #NVDA and #GOOG. Still there are reasons to be concerned like #AAPL and the #DXY. My final thoughts on this Friday"
X Link 2024-03-23T00:10Z [----] followers, [---] engagements
"Federal Reserve Bank of Atlanta President Raphael Bostic says he now projects just one interest-rate cut this year adding that reduction will likely happen later in the year than he previously expected via @economics"
X Link 2024-03-23T08:54Z [----] followers, [---] engagements
"Hertz CEO Scherrs decision to bet everything on an EV boom was a disaster that was highly praised at the time. Only last year the company bragged: This morning Hertz was recognized by The White House for our efforts to expand access to electric vehicles across the country. Demand for EV rentals is growing and were here to help our customers electrify their travels. The Hertz Meltdown Reveals Scale Of The EV Debacle https://t.co/95yT9EThYX The Hertz Meltdown Reveals Scale Of The EV Debacle https://t.co/95yT9EThYX"
X Link 2024-03-23T13:27Z [----] followers, [---] engagements
"@Dcpcooks Retail futures trading should be done with a professional broker. The horror stories my team hears. 🤯"
X Link 2024-03-26T21:50Z [----] followers, [---] engagements
"Data centres voracious power needs are set to rocket as cloud storage facilities crypto mining and AI all add strain to grids. Microsoft alone is opening a new data centre globally every three days. These power hungry operations will together consume more than [---] terawatt hours of electricity or almost a tenth of total US power demand by [----] up from [---] per cent in [----] according to S&P Global Commodity Insights. #MSFT #GOOG #AMZN #NG_F #OOTT AI revolution will be boon for natural gas say fossil fuel bosses https://t.co/if8NKXTiFT AI revolution will be boon for natural gas say fossil fuel"
X Link 2024-04-01T11:18Z [----] followers, [---] engagements
"Another monster day for Gold and Silver. Somethings going on Energy is moving too Crude Oil hitting $85. Look at #MPC and refiners We gave you support in the S&P today too #ES_F $SPY #GLD #SLV #OOTT #PSX"
X Link 2024-04-02T23:31Z [----] followers, [----] engagements
"@lockedlimit @OliverSloup Yeah tough time for Ags. But supercycles dont have to click all at once. In fact thats the encouraging thing over the next 3-5+ years for Ags. Also commodities overshoot because of supply/demand imbalances and that is the silver lining 😉"
X Link 2024-04-03T12:46Z [----] followers, [--] engagements
"@CREdebtDorian I remember paying $7-9 for Raos 15-20 years ago. I take the other side of it inflation hasnt impacted Raos. The problem is all the others hiking their price but nowhere near the quality"
X Link 2024-04-07T12:52Z [----] followers, [----] engagements
"Gold sets a fresh record for the 7th straight session. Stay patient into CPI but good days from #TSLA #GOOG #HD #KRE"
X Link 2024-04-08T22:07Z [----] followers, [----] engagements
"@ftraderft @HalftimeReport @ScottWapnerCNBC @Karen_Firestone @LizYoungStrat #META I think youre caught up on a single name without making the relative benchmark argument. Im making a pie and my ingredients need to beat the benchmarks pie. Look at the names I trimmed (mentioned above) or sold all of like #ADBE 10% ago"
X Link 2024-04-09T16:51Z [----] followers, [--] engagements
"CPI is on deck I hope youre ready. Strong finish for stocks but another mixed day #NVDA and #LLY down 2.5% though #GOOG and #TSLA showed up. 8th straight record high for Gold and Palladium +9% on the week"
X Link 2024-04-09T22:23Z [----] followers, [---] engagements
"@nickgiva1 What about a fund like BSIIX avg duration [---] years and -0.5% over last month (including today). In the belief the 2-yr to 4% range in 9-18 months. Youll pick up 5% div and increase in nominal value. In Q3 [--] nominal +5%. If this happens Money Market $ misses opportunity cost"
X Link 2024-04-10T16:30Z [----] followers, [---] engagements
"Producer prices are a leading indicator of consumer prices. Put one on the board for the Fed"
X Link 2024-04-11T12:39Z [----] followers, [---] engagements
"Big day #AAPL news #AMZN record chips rocking. PPI light and Gold finished at a fresh record high. What more can you ask for #GLD #SLV #NVDA #inflation #MU"
X Link 2024-04-11T20:53Z [----] followers, [---] engagements
"Back in Chicago it was an amazing time at the Masters. But markets never sleep and volatility has accelerated. This is what Im watching tonight and tomorrow. #SPX #SPY #QQQ #NVDA #GLD #SLV #TLT"
X Link 2024-04-15T23:17Z [----] followers, [----] engagements
"Risk happens fast and today was not what I expected when sitting at the desk for the opening bell. #ASML weighed on sentiment along with Powell. Now #TSM on deck #NFLX after the bell tomorrow and a lot in between"
X Link 2024-04-17T21:17Z [----] followers, [----] engagements
"Here in NYC for @HalftimeReport tomorrow. Not a great week from stocks with #ASML and #TSM weighing on chips and #NFLX a little light. But support is getting tested here. Though commodities have done well look at Copper and #SCCO"
X Link 2024-04-18T22:13Z [----] followers, [----] engagements
"@jim8068104 @toddntay @HalftimeReport @SullyCNBC @Stephanie_Link Support at $160 was on relative weakness. A good example is #ORCL at $100 last autumn. Tapped through support in broad market correction. How did that turn out"
X Link 2024-04-19T20:39Z [----] followers, [--] engagements
"At the end of the day #ASML #TSM #NFLX were solid reports but each had a flaw. The market couldnt ignore that and repriced each. Today was the domino effect. As much as Id like to get back to the grind tomorrow. This weekend provides a moment to gather thoughts and plan ahead"
X Link 2024-04-19T23:29Z [----] followers, [---] engagements
"Big week ahead use the weekend to enjoy your friends and family. Earnings treasury auctions and more. This is what Im looking at. #TSLA #MSFT #GOOG #META #AAPL #AMZN #NVDA #QQQ #SPY"
X Link 2024-04-20T16:29Z [----] followers, [----] engagements
"Whats driving the Gold breakout Where to next #GLD #BRICS #FED https://bluelinefutures.com/2024/04/12/gold-is-breaking-out-whats-next/ https://bluelinefutures.com/2024/04/12/gold-is-breaking-out-whats-next/"
X Link 2024-04-21T16:12Z [----] followers, [---] engagements
"Morgan Stanley urges investors to buy 'post-earnings weakness' in Apple stock By https://www.investing.com/news/stock-market-news/morgan-stanley-urges-investors-to-buy-postearnings-weakness-in-apple-stock-432SI-3388089 http://Investing.com https://www.investing.com/news/stock-market-news/morgan-stanley-urges-investors-to-buy-postearnings-weakness-in-apple-stock-432SI-3388089 http://Investing.com"
X Link 2024-04-22T12:29Z [----] followers, [---] engagements
"Hopping on @HalftimeReport in a moment. I added to two position Any guesses"
X Link 2024-04-22T16:04Z [----] followers, [---] engagements
"@SkippyStone @HalftimeReport I dont disagree with you. Thats my point. I am beginning to believe the news cannot get worse than this in the near term. I am using technical analysis to define support. If it gaps down 10-20% Wednesday morning then shame on me. But it will only impact the portfolio 15-35bps"
X Link 2024-04-22T16:40Z [----] followers, [--] engagements
"Nice to see stock indices break the streak of losses. Metals taken to the woodshed though. #CDNS #NVDA #BAC #MU #GLD #SLV"
X Link 2024-04-22T23:28Z [----] followers, [---] engagements
"Check out my #SI_F analysis; Precious metals (Gold Silver Platinum) have been bludgeoned. This is what we are watching for the pain to stop on @TradingView. #GLD #SLV #GDX #SIL #GC_F https://www.tradingview.com/chart/SI1/umLyx5xz-Line-in-the-Sand-for-Silver/ https://www.tradingview.com/chart/SI1/umLyx5xz-Line-in-the-Sand-for-Silver/"
X Link 2024-04-23T13:39Z [----] followers, [---] engagements
"Durable Goods revision of prior month +1.4% m/m down to +0.7% another great example of distortion and how difficult its making a clean quantitative forecast. Now it does make the current March print +2.7% a firmer beat but at what expense The BIG issue is jobs distortions"
X Link 2024-04-24T12:39Z [----] followers, [---] engagements
"Catch me on @HalftimeReport a moment to talk about #META #TSLA and what we are seeing across tech"
X Link 2024-04-25T15:58Z [----] followers, [----] engagements
"Its the earnings reports we all wanted. Plus we may have a PCE twist. #MSFT #GOOG #QQQ"
X Link 2024-04-25T22:58Z [----] followers, [----] engagements
"@randadtrade @HalftimeReport"
X Link 2024-04-26T14:04Z [----] followers, [--] engagements
"Elon Musk is said to be on an unannounced trip to China to discuss the rollout of Tesla's Full Self-Driving software via @technology https://www.bloomberg.com/news/articles/2024-04-28/musk-makes-unannounced-china-visit-in-push-for-self-driving-carsutm_source=website&utm_medium=share&utm_campaign=twittersref=qIJKpI3l https://www.bloomberg.com/news/articles/2024-04-28/musk-makes-unannounced-china-visit-in-push-for-self-driving-carsutm_source=website&utm_medium=share&utm_campaign=twittersref=qIJKpI3l"
X Link 2024-04-28T11:01Z [----] followers, [---] engagements
"All roads lead to #NVDA. The #META miss was an appetizer for #GOOG and #MSFT. Here comes #AMZN and #AAPL this week. https://www.bluelinecapitalwealth.com/2024/04/25/meta-meltdown-analyzing-ai-investment-trends-with-bill-baruch/ https://www.bluelinecapitalwealth.com/2024/04/25/meta-meltdown-analyzing-ai-investment-trends-with-bill-baruch/"
X Link 2024-04-29T11:54Z [----] followers, [---] engagements
"Why Synopsys wants to sell its application security testing business #SNPS the news about the SIG units potential sale shows that the $79 billion company has a well-thought-out plan in which EDA and IP businesses will likely define its future roadmap. https://www.edn.com/why-synopsys-wants-to-sell-its-application-security-testing-business/ https://www.edn.com/why-synopsys-wants-to-sell-its-application-security-testing-business/"
X Link 2024-05-06T11:25Z [----] followers, [---] engagements
"@hetriver @HalftimeReport I respect the question. What makes you say that"
X Link 2024-05-07T22:02Z [----] followers, [--] engagements
"A needed consolidation for stocks with chip regulations taking some wind out of the tech trade. Still a good session for #GOOG #XLP and #XLV. Dollar up and yields down. What does it mean for #SPY #GLD and #SLV into tomorrow"
X Link 2024-05-07T23:06Z [----] followers, [---] engagements
"And the winner is . #NVDA. Spoke about exactly this on @HalftimeReport today. https://www.bluelinecapitalwealth.com/2024/05/10/where-is-leadership-coming-from/ More Capex: $AMZN CFO: ".we will be meaningfully stepping up our CapEx." $GOOG CFO: "The significant YoY growth in CapEx in recent quarters. $MSFT CFO: "We expect capex to increase materially." $META CFO: "We expect capex will continue to increase next year." https://t.co/PnIveUo48k https://www.bluelinecapitalwealth.com/2024/05/10/where-is-leadership-coming-from/ More Capex: $AMZN CFO: ".we will be meaningfully stepping up our CapEx.""
X Link 2024-05-10T23:05Z [----] followers, [----] engagements
"Apple has closed in on an agreement with OpenAI to use the startups technology on the iPhone part of a broader push to bring artificial intelligence features to its devices via @technology https://www.bloomberg.com/news/articles/2024-05-11/apple-closes-in-on-deal-with-openai-to-put-chatgpt-on-iphoneutm_source=website&utm_medium=share&utm_campaign=twittersref=qIJKpI3l https://www.bloomberg.com/news/articles/2024-05-11/apple-closes-in-on-deal-with-openai-to-put-chatgpt-on-iphoneutm_source=website&utm_medium=share&utm_campaign=twittersref=qIJKpI3l"
X Link 2024-05-11T18:13Z [----] followers, [---] engagements
"Get this Metal on Your On @TradingView @CMEGroup #PL_F #Platinum #GC_F #GLD #SI_F $SLV https://www.tradingview.com/chart/PL1/pZF6mrzG-Get-this-Metal-on-Your-Radar/ https://www.tradingview.com/chart/PL1/pZF6mrzG-Get-this-Metal-on-Your-Radar/"
X Link 2024-05-13T13:39Z [----] followers, [----] engagements
"Crude Oil Responding Line in the Sand on @TradingView @CMEGroup #OOTT #CL_F #USO https://www.tradingview.com/chart/CLM2024/cWdaxtGm-Crude-Oil-Responding-Line-in-the-Sand/ https://www.tradingview.com/chart/CLM2024/cWdaxtGm-Crude-Oil-Responding-Line-in-the-Sand/"
X Link 2024-05-13T13:58Z [----] followers, [---] engagements
"A good consolidation day. This is what Im watching into tomorrow. #HD #BABA #AAPL #PPI #Powell #Copper #HG_F #GLD #GC_F"
X Link 2024-05-13T22:43Z [----] followers, [----] engagements
"Of course PPI m/m comes in hot for the current April read at +0.5% vs +0.3% exp WHEN the prior base comp was revised to a disinflationary -0.1% from +0.2%"
X Link 2024-05-14T12:35Z [----] followers, [----] engagements
"From today's PPI data Private Capital Equipment Spending and Government Capital Equipment Spending nice ramp for April. This is good for industrials #URI #CAT"
X Link 2024-05-14T16:20Z [----] followers, [---] engagements
"One inflation report down one to go. PPI for April was hot only because of disinflation in March. #SPY 1% from records highs. The chip trade is grooving and metals got bid. #AVGO #NVDA #DHR #CPI #GLD #SLV #Copper"
X Link 2024-05-14T20:56Z [----] followers, [----] engagements
"@mattylu16 Im more disappointed I forgot to mention #CRWD +3.25% on the day. Especially since we added it more than 5% ago in portfolios and Im long call spreads in the PA"
X Link 2024-05-14T21:17Z [----] followers, [--] engagements
"Buy in May this bull market is here to stay. #BAC #JPM #MS #AAPL #NVDA #AMZN https://www.bluelinecapitalwealth.com/2024/05/10/where-is-leadership-coming-from/ https://www.bluelinecapitalwealth.com/2024/05/10/where-is-leadership-coming-from/"
X Link 2024-05-14T21:18Z [----] followers, [---] engagements
"New record highs for #SPY and #QQQ. Favorable economic data led by CPI slowing. The chips showed up big #NVDA #AVGO #AMD. Watching for #SLV to break above $30 tonight. Lets have a strong finish these last two days of the week. More tomorrow on @HalftimeReport #MSFT #AAPL #GLD"
X Link 2024-05-15T23:11Z [----] followers, [----] engagements
"Buy in May this bull market is here to stay Fresh record highs in the S&P. Im back at the NYSE for @HalftimeReport. Tune in"
X Link 2024-05-16T15:43Z [----] followers, [---] engagements
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