# ![@blueon_fa Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1915054066260217856.png) @blueon_fa Blueon Financial Analysis

Blueon Financial Analysis posts on X about ai, china, growth, liquidity the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1915054066260217856/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1915054066260217856/c:line/m:interactions.svg)

- [--] Week [-----] -62%
- [--] Months [------] +194,000%

### Mentions: [--] [#](/creator/twitter::1915054066260217856/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1915054066260217856/c:line/m:posts_active.svg)

- [--] Months [---] +12,500%

### Followers: [--] [#](/creator/twitter::1915054066260217856/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1915054066260217856/c:line/m:followers.svg)

- [--] Week [--] +9.40%
- [--] Month [--] +59%
- [--] Months [--] +3,400%

### CreatorRank: [---------] [#](/creator/twitter::1915054066260217856/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1915054066260217856/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  48% [stocks](/list/stocks)  40% [countries](/list/countries)  19% [technology brands](/list/technology-brands)  18% [cryptocurrencies](/list/cryptocurrencies)  14% [automotive brands](/list/automotive-brands)  9% [currencies](/list/currencies)  5% [travel destinations](/list/travel-destinations)  5% [luxury brands](/list/luxury-brands)  4% [exchanges](/list/exchanges)  3%

**Social topic influence**
[ai](/topic/ai) 13%, [china](/topic/china) 8%, [growth](/topic/growth) 7%, [liquidity](/topic/liquidity) 6%, [momentum](/topic/momentum) 6%, [stocks](/topic/stocks) 6%, [market](/topic/market) 5%, [in the](/topic/in-the) 5%, [strong](/topic/strong) 5%, [$goog](/topic/$goog) 5%

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bitcoin (BTC)](/topic/$btc) [Microsoft Corp. (MSFT)](/topic/microsoft) [4 (FOUR)](/topic/$four) [Alibaba Group (BABA)](/topic/$baba) [Tesla, Inc. (TSLA)](/topic/$tsla) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Linde PLC (LIN)](/topic/$lin) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [AS Roma Fan Token (ASR)](/topic/$asr) [Apple, Inc. (AAPL)](/topic/$aapl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [LandBridge Company LLC (LB)](/topic/$lb) [Tyson Foods, Inc. (TSN)](/topic/$tsn) [The Official [--] coin (76)](/topic/$76) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [SAP SE (SAP)](/topic/$sap) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The Permian Basin's biggest constraint is becoming wastewater disposal. The Permian produces massive volumes of wastewater when companies drill for $OIL and the default solution which is pumping it back underground has growing consequences: induced earthquakes groundwater risk and tighter scrutiny. The industry response is shifting toward recycling/reuse: treat the water and feed it back into new fracs. What used to be a disposal problem is becoming an infrastructure business. $LB"  
[X Link](https://x.com/blueon_fa/status/2015148302765887793)  2026-01-24T19:42Z [--] followers, [---] engagements


"This is where $LB (LandBridge) becomes interesting. They dont drill for oil. They own/lease strategic land and the surface footprint operators need to move treat store and reuse water at scale. In other words as the Permian shifts from dispose to recycle the beneficiaries are the toll-booth owners controlling the real estate and infrastructure corridors that enable the process. $LB is positioned at that intersection. https://twitter.com/i/web/status/2015148306419036342 https://twitter.com/i/web/status/2015148306419036342"  
[X Link](https://x.com/blueon_fa/status/2015148306419036342)  2026-01-24T19:42Z [--] followers, [--] engagements


"Thats why $TSN (Tyson Foods) is interesting here. Tyson is one of the biggest scaled suppliers of chicken and beef and its already shifting product mix toward more whole-food protein vs snack-like ultra-processed calories. If the policy mix nudges demand toward protein Tyson is positioned to benefit. Valuation: 15.6x P/E EPS Growth: Analysts expect around $4.00 EPS Dividend: Now at $0.51 per qtr (3.3% yield). https://twitter.com/i/web/status/2015899150211006553 https://twitter.com/i/web/status/2015899150211006553"  
[X Link](https://x.com/blueon_fa/status/2015899150211006553)  2026-01-26T21:26Z [--] followers, [---] engagements


"BREAKING: Semiconductors are ripping higher this morning. Two clear catalysts: - China reportedly approved ByteDance Alibaba $BABA and Tencent $TME to purchase Nvidias $NVDA $H200 chips easing near term restriction fears. - $ASML earnings delivered record AI-driven orders ($15.8 billion vs $7.6 billion expected) with upbeat [----] guidance reinforcing CAPEX momentum. The message from both demand and supply chains is the same: the AI trade remains very much alive and chip demand is proving more robust than expected. #Semiconductors #AI #Tech https://twitter.com/i/web/status/2016497188273078433"  
[X Link](https://x.com/blueon_fa/status/2016497188273078433)  2026-01-28T13:02Z [--] followers, [---] engagements


"$ZIM is back on the watchlist. The valuation gap is hard to ignore. $ZIM trades at a deep discount with a cash position close to its entire market cap making it one of the cheapest names in global shipping on traditional metrics. On a balance-sheet basis alone the stock screens as extreme value. https://twitter.com/i/web/status/2016578774632927521 https://twitter.com/i/web/status/2016578774632927521"  
[X Link](https://x.com/blueon_fa/status/2016578774632927521)  2026-01-28T18:27Z [--] followers, [----] engagements


"$SAP down 15% today Now more than 40% off recent highs despite continued cloud growth. The selloff is about the expectation gap. Cloud revenue still grew 25% but management previously framed that level as a disappointment. With SAP trading at a premium multiple investors had zero tolerance for anything below psychological targets. https://twitter.com/i/web/status/2016893039474536470 https://twitter.com/i/web/status/2016893039474536470"  
[X Link](https://x.com/blueon_fa/status/2016893039474536470)  2026-01-29T15:15Z [--] followers, [---] engagements


"What They Do (and the rumors) VPG makes high-end sensors that measure force and weight with extreme precision. The "Egg" Test: Youve seen robots pick up an egg without breaking it That requires VPG-level sensors to know exactly how much pressure to apply. The $TSLA Client: While not officially confirmed industry insiders and "earnings call breadcrumbs" point to their mystery "Tier 1" robotics client being $TSLA"  
[X Link](https://x.com/blueon_fa/status/2018434722687533237)  2026-02-02T21:21Z [--] followers, [--] engagements


"The Numbers & Growth $VPG is a small-cap gem that is just starting to get noticed: Market Cap: Around $700M leaving huge room for a "moonshot" as the sector grows. Earnings Surge: Analysts are forecasting EPS (Earnings Per Share) growth of 4050% for both [----] and [----]. Momentum: The stock has outperformed the broader market significantly over the last year as the "smart money" positions itself. https://twitter.com/i/web/status/2018434725115748585 https://twitter.com/i/web/status/2018434725115748585"  
[X Link](https://x.com/blueon_fa/status/2018434725115748585)  2026-02-02T21:21Z [--] followers, [---] engagements


"The Daily Ticker: $RCL is the king of Summer [----]. The [----] cruise season is officially on track to shatter every record in the books. Over [----] million Americans hitting the water the 4th record-breaking year in a row. As travelers choose the "mega-ship" experience the demand is massive. #RCL #Cruise2026 #StockMarket #TheDailyTicker https://twitter.com/i/web/status/2018769040337146140 https://twitter.com/i/web/status/2018769040337146140"  
[X Link](https://x.com/blueon_fa/status/2018769040337146140)  2026-02-03T19:30Z [--] followers, [---] engagements


"$BTC has officially lost 50% from its October [----] peak all in less than half a year. A brutal reset after the run-up with liquidity tightening and risk appetite fading fast. Are you buying the dip"  
[X Link](https://x.com/blueon_fa/status/2019523929296236738)  2026-02-05T21:30Z [--] followers, [--] engagements


"Daily Ticker: $RACE Ferrari Value Territory For the first time since the [----] Corona crash Ferrari is trading at a "human" valuation. The stock has dropped to a P/E of roughly 31x33x. Levels unseen since the world stood still. After years of trading at a massive luxury premium (often 50x to 70x) the current dip might finally make the Prancing Horse attractive again. #Ferrari #RACE #Investing #StockMarket https://twitter.com/i/web/status/2019531619858526320 https://twitter.com/i/web/status/2019531619858526320"  
[X Link](https://x.com/blueon_fa/status/2019531619858526320)  2026-02-05T22:00Z [--] followers, [---] engagements


"The "Crash" & The K-Shaped Reality We are in a K-shaped economy: while the middle class is squeezed the ultra-wealthy (Ferraris core) are still growing their net worth. This creates a massive opportunity for a [----] earnings beat. Why the pullback EV Reality Check: Ferrari halved its [----] EV targets to 20% of the lineup. Conservative Outlook: CEO Benedetto Vigna signaled lower [----] growth choosing exclusivity over volume. Wall Street hated the "slow" guidance but for the brand it's a win. https://twitter.com/i/web/status/2019531623524397095 https://twitter.com/i/web/status/2019531623524397095"  
[X Link](https://x.com/blueon_fa/status/2019531623524397095)  2026-02-05T22:00Z [--] followers, [--] engagements


"Valuation vs. Efficiency Despite the price drop Ferrari is a money-printing machine. Its internal efficiency is actually better now than during the pandemic. ROIC vs. WACC: Ferrari generates a staggering 24.2% Return on Capital against a 9.0% Cost of Capital. This 15%+ spread means they are creating massive wealth for every euro invested. P/E Ratio: At 31x the stock sits at a 25% discount to its 12-month average. https://twitter.com/i/web/status/2019531626837885031 https://twitter.com/i/web/status/2019531626837885031"  
[X Link](https://x.com/blueon_fa/status/2019531626837885031)  2026-02-05T22:00Z [--] followers, [--] engagements


"Note: The market is resetting expectations from "infinite growth" to "luxury stability." If you believe the ultra-luxury "top leg" of the economy stays resilient this return to pandemic-era multiples is a rare entry point"  
[X Link](https://x.com/blueon_fa/status/2019531629203714178)  2026-02-05T22:00Z [--] followers, [--] engagements


"$BTC is up more than 10% today. A strong bounce but context matters. Bitcoin is still down 45% from its October peak and sentiment remains deeply negative. Headlines are bearish. Narratives are loud. Confidence is thin. This is what bear markets feel like. But history tells a different story. #Bitcoin #BTC #CryptoMarkets #Macro https://twitter.com/i/web/status/2019842539117814244 https://twitter.com/i/web/status/2019842539117814244"  
[X Link](https://x.com/blueon_fa/status/2019842539117814244)  2026-02-06T18:36Z [--] followers, [--] engagements


"In previous bear markets BTC dropped 7090%: 2018: 84% ICO collapse & scams thousands of worthless tokens raised funds and collapsed dragging sentiment downward. China crypto ban Chinese authorities shut down local exchanges and ICOs spooking markets globally. Widespread instability leveraged trading and retail speculation contributed to sharp sell pressure. 2022: 77% Macro tightening inflation rate hikes and risk-off sentiment pressured all risk assets. TerraUSD depeg & contagion the collapse of the TerraUSD (UST) stablecoin and its associated Luna token erased billions in market value"  
[X Link](https://x.com/blueon_fa/status/2019842541814690089)  2026-02-06T18:36Z [--] followers, [--] engagements


"The Daily Ticker: The $185 Billion AI Handshake With Google $GOOG doubling their investment to a massive $185 billion for [----] theyre doubling down on their powerhouse partnership with Broadcom $AVGO. Why Broadcom is Exploding 📈 While everyone is watching Nvidia Broadcom has quietly become the backbone of the custom chip world. Their growth is hitting record speeds: Revenue Rocket: Broadcoms AI chip sales are expected to double in early [----] reaching over $8 billion in just three months. Huge Backlog: The company is sitting on a staggering $73 billion in orders for AI solutions. The Go-To"  
[X Link](https://x.com/blueon_fa/status/2019873209932476807)  2026-02-06T20:37Z [--] followers, [---] engagements


"The Star of the Show: Ironwood The secret weapon behind Googles massive Gemini [--] AI is the 7th-Gen TPU codenamed Ironwood. Custom Built: Broadcoms elite engineers helped design this chip to do one thing: run Googles AI perfectly. The Edge: Ironwood is reportedly 4x faster than the last version and incredibly power-efficient. The Empire: $GOOG and $AVGO are building a "custom AI empire." By making their own chips instead of just buying standard ones Google gets tech that is faster cheaper and more efficient than the competition. https://twitter.com/i/web/status/2019873213333819573"  
[X Link](https://x.com/blueon_fa/status/2019873213333819573)  2026-02-06T20:37Z [--] followers, [--] engagements


"Note: As long as the giants like Google and Meta keep investing in AI Broadcom is the one providing the tools to win"  
[X Link](https://x.com/blueon_fa/status/2019873215649128727)  2026-02-06T20:37Z [--] followers, [--] engagements


"The Daily Ticker: Tecnicas Reunidas (BME: $TRE) The Energy Boom Spains stock market is a top European performer in [----] with the IBEX [--] hitting record highs. A standout in this rally is Tcnicas Reunidas (BME: $TRE). As a global general contractor the company specializes in the engineering and construction of large-scale industrial plants ranging from traditional refineries and petrochemical sites to clean energy facilities. #Investing #BME #TecnicasReunidas #SpanishMarket https://twitter.com/i/web/status/2021670525181861951 https://twitter.com/i/web/status/2021670525181861951"  
[X Link](https://x.com/blueon_fa/status/2021670525181861951)  2026-02-11T19:39Z [--] followers, [--] engagements


"Yesterdays NFP print looked strong on a month-over-month basis. But zoom out. [----] job growth totaled just [------] the weakest year outside of recessions since [----]. The labor market isnt collapsing but it is clearly losing momentum beneath the headline beats. #Jobs #NFP #Macro #LaborMarket BREAKING: Non-farm payrolls 130k act vs 66k exp Unemployment rate 4.3% vs 4.4% exp BREAKING: Non-farm payrolls 130k act vs 66k exp Unemployment rate 4.3% vs 4.4% exp"  
[X Link](https://x.com/blueon_fa/status/2021982132327817416)  2026-02-12T16:18Z [--] followers, [--] engagements


"The Daily Ticker: Linde ( $LIN) - Space & AI After digging into their latest [----] outlook it's clear theyve quietly turned themselves into the ultimate infrastructure play for the two biggest industries of the next decade: AI and Space"  
[X Link](https://x.com/blueon_fa/status/2022060272538587379)  2026-02-12T21:28Z [--] followers, [---] engagements


"Strategic Growth Drivers Semiconductors Linde is a primary supplier of ultra-high-purity gases for chipmakers like TSMC. Their integration into massive new fabrication plants in Arizona and Taiwan provides a defensive revenue stream. Space Infrastructure Linde has effectively become the lead propellant supplier for the U.S. space industry. Market Share: They supply fuel for 80% of all domestic rocket launches. Key Partners: Active support for SpaceX (Starship) and NASA (Artemis). Growth: Revenue in this segment is projected to double to $2 billion by [----] driven by the increasing frequency of"  
[X Link](https://x.com/blueon_fa/status/2022060275763995079)  2026-02-12T21:28Z [--] followers, [--] engagements


"The Daily Ticker: $WCH the winner of the Carbon Rally Wacker Chemie is the big winner today jumping over 10% While other stocks are struggling $WCH is having its best day in a long time. What do they actually do They are the "hidden engine" of tech selling raw materials like Silicones Polysilicon Polymers and Biosolutions. Their materials end up in everything from solar panels and computer chips to medical supplies. #Economy #Dax #EU #Energy https://twitter.com/i/web/status/2019169950368423952 https://twitter.com/i/web/status/2019169950368423952"  
[X Link](https://x.com/blueon_fa/status/2019169950368423952)  2026-02-04T22:03Z [--] followers, [---] engagements


"BREAKING: Non-farm payrolls 130k act vs 66k exp Unemployment rate 4.3% vs 4.4% exp"  
[X Link](https://x.com/blueon_fa/status/2021578311176949784)  2026-02-11T13:33Z [--] followers, [--] engagements


"The Korean stock market is leading Emerging Markets YTD. In USD terms South Korea ( $EWY) is up 21% the best performing EM market so far in [----] well ahead of Brazil Chile Turkey and EM benchmarks. https://twitter.com/i/web/status/2016233632092889336 https://twitter.com/i/web/status/2016233632092889336"  
[X Link](https://x.com/blueon_fa/status/2016233632092889336)  2026-01-27T19:35Z [--] followers, [---] engagements


"Whats changing is where the rally is going. After large caps drove Kospi to [----] ( Large Caps) capital is rotating into small caps with Kosdaq surging to levels not seen since [----]. Investors are increasingly betting the Lee Jae Myung administration pivots toward supporting Kosdaq which has lagged despite the broader bull market. #Korea #EmergingMarkets #Macro https://twitter.com/i/web/status/2016233635998040396 https://twitter.com/i/web/status/2016233635998040396"  
[X Link](https://x.com/blueon_fa/status/2016233635998040396)  2026-01-27T19:35Z [--] followers, [--] engagements


"BREAKING: Google $GOOG plans to sell $9.4B in sterling and Swiss francdenominated bonds including an ultra-rare 100-year note. The last time a tech company issued debt with this kind of extreme maturity Well it was in the dot-com era. #Bonds #Tech #Macro #GOOGL"  
[X Link](https://x.com/blueon_fa/status/2021209408575774760)  2026-02-10T13:07Z [--] followers, [--] engagements


"The Korean stock market has quietly become one of the worlds top performers. Since the tariff-driven lows KOSPI is up 120% massively outperforming Asian peers and even beating the U.S. market over the same period. Leadership has been broad with capital rotating back into Korea as policy earnings momentum and global risk appetite improved. $SPY $EWY $EWJ $EWT #Korea #EmergingMarkets #Stocks #Macro"  
[X Link](https://x.com/blueon_fa/status/2021214094779470053)  2026-02-10T13:26Z [--] followers, [--] engagements


"What makes this move unusual: valuation hasnt caught up. Despite the rally KOSPI still trades at 9.5x forward earnings and 1.7x P/B cheaper than Taiwan Japan China and far below the S&P [---]. Outperformance plus discounted multiples usually dont coexist for long"  
[X Link](https://x.com/blueon_fa/status/2021214103331639352)  2026-02-10T13:26Z [--] followers, [--] engagements


"BREAKING: Retail Sales (MoM) 0.0% act vs 0.4% exp Core Retail Sales (MoM) 0.0% act vs 0.3% exp"  
[X Link](https://x.com/blueon_fa/status/2021215406770229542)  2026-02-10T13:31Z [--] followers, [--] engagements


"The Daily Ticker: Microsoft ( $MSFT): Why the "Blue Chip" Looks Like a Bargain After a shaky start to [----] techs "safe haven" is starting to look like an opportunity. Microsoft ( $MSFT) has quietly pulled back to a price point thats hard to ignore. $MSFT just touched its 200-week Moving Average. Historically this is the "ultimate floor" for a blue-chip stock #Investing #MSFT #TheDailyTicker https://twitter.com/i/web/status/2021322219062780154 https://twitter.com/i/web/status/2021322219062780154"  
[X Link](https://x.com/blueon_fa/status/2021322219062780154)  2026-02-10T20:35Z [--] followers, [--] engagements


"The "Bear" Argument (And why its flawed) The market is currently pricing software like its a dying industry. But Microsoft's $625 billion backlog (up 110%) says otherwise. Software is evolving and Microsoft owns the evolution. The market is panicking over the $37B in Capex (AI spending). But remember: Microsoft is spending that money because demand is too high. They are building infrastructure for a backlog of over $600 billion in orders"  
[X Link](https://x.com/blueon_fa/status/2021322222535582069)  2026-02-10T20:35Z [--] followers, [--] engagements


"Microsoft is looking so attractive right now: Forward P/E: Now sitting at roughly 24x. To put that in perspective that is a massive discount compared to its 5-year average of 33x. Youre paying for [----] growth at [----] style multiples. PEG Ratio: With a PEG around [---] youre paying a very low premium for the double-digit growth Microsoft is still pumping out. Note: It takes discipline to buy when a world-class leader hits its 200-week MA during a period of temporary fear but when a healthy company hits this line its usually a good opportunity"  
[X Link](https://x.com/blueon_fa/status/2021322224746058117)  2026-02-10T20:35Z [--] followers, [--] engagements


"U.S. household debt stress is quietly rising. Loan delinquencies across mortgages credit cards and auto loans just climbed to 4.8% of outstanding debt in Q4 the highest level since [----]. The pressure is concentrated among low-income and younger borrowers where unemployment for ages from [--] [--] sits near 10.4% close to post pandemic highs. The headline economy may look stable but pockets of the consumer are clearly under strain. #Debt #LaborMarket #Macro #Economy https://twitter.com/i/web/status/2021595395365745133 https://twitter.com/i/web/status/2021595395365745133"  
[X Link](https://x.com/anyuser/status/2021595395365745133)  2026-02-11T14:41Z [--] followers, [--] engagements


"Despite its stock price doubling over the last year it remains a high conviction pick. Here is why: Massive Backlog: They hold over 11.5B in contracts for energy infrastructure and LNG terminals. Fast Energy Solutions: Gas is the immediate answer to the energy crisis. Building gas facilities takes significantly less time than other energy sources making TRs expertise in LNG and gas plants critical for rapid energy security. Strong Recovery: All state loans have been repaid early and theyve committed to a 30% dividend payout starting this year"  
[X Link](https://x.com/blueon_fa/status/2021670528290107627)  2026-02-11T19:39Z [--] followers, [--] engagements


"Valuation & Technicals: While up significantly a [--] P/E is not expensive at this growth level especially with revenue projected to hit 6.5B and net profit up 65%. Note: Crucially the stock has recently broken out of a long-term monthly down-trend line adding powerful technical momentum"  
[X Link](https://x.com/blueon_fa/status/2021670530697593118)  2026-02-11T19:39Z [--] followers, [--] engagements


"Performance and Valuation As of February [----] Linde ( $LIN) has shown solid momentum with a year-to-date (YTD) return of approximately 8.03%. [----] Guidance: The company projects a full-year adjusted EPS of $17.40 to $17.90 representing a 6% to 9% increase over [----]. Valuation: Linde currently trades at a forward P/E ratio of roughly 30x32x. This is a premium compared to its European rival Air Liquide (trading around 28x) but investors generally accept this due to Lindes higher margins (29.8%) and its strategic positioning in the U.S. market"  
[X Link](https://x.com/blueon_fa/status/2022060279237152856)  2026-02-12T21:28Z [--] followers, [--] engagements


"Note: If the stock breaks its all-time high of approximately $486 it could indicate a strong momentum that may continue"  
[X Link](https://x.com/blueon_fa/status/2022060281699217489)  2026-02-12T21:28Z [--] followers, [--] engagements


"AI may be transforming headlines but not broad corporate margins. Since [----] profit margins for the S&P [---] ex-Mag [--] have remained largely flat with no clear expansion trend. Meanwhile margin growth has been concentrated almost entirely within the tech giants. If AI were meaningfully lifting productivity across the economy wed expect to see it in margins by now. So far the boost appears highly concentrated not broad-based. #AI #Earnings #Stocks #Macro"  
[X Link](https://x.com/blueon_fa/status/2022076498929229937)  2026-02-12T22:33Z [--] followers, [--] engagements


"THE DAILY TICKER: $ASR $ASURB Recent data confirms that ASUR is outperforming conservative market estimates. While the broader sector faced concerns of a post-pandemic slowdown the January [----] traffic report demonstrates significant momentum. #FinTwit #ASUR #StockMarket"  
[X Link](https://x.com/blueon_fa/status/2022409194922725723)  2026-02-13T20:35Z [--] followers, [--] engagements


"Regional Outperformance: Colombia is currently the primary growth engine for the portfolio with total traffic up 15.0% YoY. Cancun Resilience: Cancun International recorded its second-busiest January on record with [----] million passengers. Infrastructure Catalysts: The portfolio is positioned to benefit from the [----] FIFA World Cup logistics and a shift toward luxury hospitality developments which typically command higher margins per passenger"  
[X Link](https://x.com/blueon_fa/status/2022409198609248665)  2026-02-13T20:35Z [--] followers, [--] engagements


"Key Financial Metrics Ticker: $ASR (NYSE) / $ASURB (BMV) Dividend Yield: Currently near 10% supported by a strong balance sheet. Margins: Best-in-class EBITDA margins (approx. 66%). Note: The stock has successfully broken out of a multi-month Cup and Handle pattern on the weekly chart. This technical breakout suggests a transition from consolidation to a bullish continuation"  
[X Link](https://x.com/anyuser/status/2022409201348415633)  2026-02-13T20:35Z [--] followers, [--] engagements


"📊 Morning Briefing - Sep [--] Futures are green dollar softer and yields are easing. The White House huddles to avert a shutdown gold prints a fresh all-time high Beijing presses Washington on Taiwan language and PayPal taps DeFi to scale PYUSD. Heres everything your need to know to start your day 🧵👇🏻"  
[X Link](https://x.com/blueon_fa/status/1972631349090459887)  2025-09-29T11:55Z [--] followers, [--] engagements


"Beijing turns the screws on Taiwan wording. President Xi Jinping is pushing the United States to upgrade its phrasing from does not support to explicitly opposes Taiwan independence a meaningful semantic shift that would hand Beijing a diplomatic win and further isolate Taipei. The Trump administration has not decided; the request sits among a broader list of Chinese asks. Notably the State Departments fact sheet on Taiwan ties is currently offline adding intrigue ahead of any formal language update"  
[X Link](https://x.com/blueon_fa/status/1972631381231509627)  2025-09-29T11:55Z [--] followers, [--] engagements


"PayPal leans into DeFi to grow PYUSD. PayPal $PYPL is partnering with Spark $PSK to expand the on-chain liquidity available for its dollar stablecoin targeting $1 billion in deposits in coming weeks. By using Sparks smart-contract rails and pooled liquidity model PayPal aims to lower market-making costs and support larger lending and swap volumes for PYUSD. With more than $200 million already attracted to the program this is a notable step toward mainstream payment players using decentralized infrastructure at scale"  
[X Link](https://x.com/blueon_fa/status/1972631389573963857)  2025-09-29T11:55Z [--] followers, [--] engagements


"Boeings next narrow-body Boeing ( $BA) is laying groundwork for a new single-aisle jet to succeed the [---] family. CEO Kelly Ortberg has held engine talks with Rolls-Royce and Boeing named a new senior product chief for commercial planes. Early days but it signals a pivot back to product development to claw back share from Airbus"  
[X Link](https://x.com/blueon_fa/status/1972979101234274786)  2025-09-30T10:57Z [--] followers, [--] engagements


"Record LBO: $EA Electronic Arts agreed to sell for $55B ($210/share 25% premium) to a group including Saudi Arabias PIF Silver Lake and Affinity Partners (Jared Kushner). JPMorgan $JPM is providing $20B in debtlargest buyout financing on record. Saudi continues its push into gaming as deal-making heats up"  
[X Link](https://x.com/blueon_fa/status/1972979118317682700)  2025-09-30T10:57Z [--] followers, [--] engagements


"Futures (as of now): S&P 500: [------] (+0.31%) Nasdaq-100: [-------] (+0.52%) Dow: [-------] (+0.04%) Russell 2000: [-------] (+0.53%) DXY: [------] (-0.10%) WTI crude: $61.43 (-0.58%) Gold: $3883.889 (+0.49%) US 10-yr: 4.094% (-0.15%) Bitcoin: $118754 (+0.07%)"  
[X Link](https://x.com/blueon_fa/status/1973714153882746988)  2025-10-02T11:38Z [--] followers, [--] engagements


"OpenAIs $500B secondary OpenAI closed a tender that lets current and former employees sell $6.6B of stock implying a $500B valuationnow the worlds most valuable startup ahead of SpaceX. Buyers reportedly include Thrive SoftBank Dragoneer Abu Dhabis MGX and T. Rowe Price. The leap reflects the AI build-out boom (data centers chips cloud deals) even as OpenAI remains pre-profit"  
[X Link](https://x.com/blueon_fa/status/1973714162866958484)  2025-10-02T11:38Z [--] followers, [--] engagements


"This is a quality substitution story not just a volume story. Venezuela exports heavy-sour crude (viscous + high sulfur) much like Canadian oil sands crude. Not every refinery can swap heavy-sour for light sweet without changing yields. The key enabler is infrastructure: since the Trans Mountain (TMX) expansion in [----] CanadaChina crude flows have increased giving China a real Pacific outlet for these barrels"  
[X Link](https://x.com/blueon_fa/status/2013356033314332753)  2026-01-19T21:00Z [--] followers, [--] engagements


"TMX is the bottleneck that matters: Its Canadas sole crude pipeline to the Pacific and data cited shows 64% of crude shipped off TMX goes to China. China has a short buffer: 22M barrels of Venezuelan oil = up to [--] months. From Q2 Chienase buyers will ultimately need Canadian crude or other alternatives. #Oil #China https://twitter.com/i/web/status/2013356036694966347 https://twitter.com/i/web/status/2013356036694966347"  
[X Link](https://x.com/blueon_fa/status/2013356036694966347)  2026-01-19T21:01Z [--] followers, [--] engagements


"China is holding steady on the surface. Q4 [----] growth cooled to 4.5% and the PBOC just kept the 1Y/5Y LPR unchanged at 3.00% / 3.50%. No big bazooka rate cuts. But this isnt inactivity. Its positioning. https://twitter.com/i/web/status/2013720308927111284 https://twitter.com/i/web/status/2013720308927111284"  
[X Link](https://x.com/blueon_fa/status/2013720308927111284)  2026-01-20T21:08Z [--] followers, [--] engagements


"Beijing is shifting away from flood-the-economy stimulus. The new approach is precision easing: targeted tools targeted sectors. Instead of cutting everything theyre cutting specific structural rates by [--] bps to reduce banks funding costs aiming to push cheaper credit into priority areas. https://twitter.com/i/web/status/2013720311963721812 https://twitter.com/i/web/status/2013720311963721812"  
[X Link](https://x.com/blueon_fa/status/2013720311963721812)  2026-01-20T21:08Z [--] followers, [--] engagements


"So why not just cut rates across the board [--] constraints: Deflation pressure: GDP deflator negative for [--] straight quarters Bank margins: NIM around 1.42% (little room to compress) FX risk: a steadier yuan (under 7/$) buys time but they dont want to burn it early"  
[X Link](https://x.com/blueon_fa/status/2013720321786789906)  2026-01-20T21:08Z [--] followers, [--] engagements


"The takeaway: this is moderately loose policy Goldman expects a broader [--] bp cut later in Q1 but for now the playbook is targeted easing + funding the sectors Beijing wants to win. Follow Blueon for macro setups driven by policy shifts. https://twitter.com/i/web/status/2013720325100368031 https://twitter.com/i/web/status/2013720325100368031"  
[X Link](https://x.com/blueon_fa/status/2013720325100368031)  2026-01-20T21:08Z [--] followers, [--] engagements


"The U.S. is playing chicken with its largest foreign capital base. ⚠ As of Jan [--] [----] Washington threatened 10% tariffs on a bloc of European allies over Greenland. But Europe (governments + institutions) holds a financial lever: roughly $8T+ in U.S. equities + bonds exposure"  
[X Link](https://x.com/blueon_fa/status/2013949803399434412)  2026-01-21T12:20Z [--] followers, [--] engagements


"If escalation turns into portfolio retaliation (even a small reallocation away from U.S. assets) the impact isnt a dip. Its a rates shock: Treasury yields up mortgages corporates govt refinancing all reprice higher USD volatility spikes (forced hedging + risk-off positioning) Gold catches a bid as trust premium rises Europe doesnt need to dump everything. Marginal selling is enough to move the curve. https://twitter.com/i/web/status/2013949806108963133 https://twitter.com/i/web/status/2013949806108963133"  
[X Link](https://x.com/blueon_fa/status/2013949806108963133)  2026-01-21T12:20Z [--] followers, [--] engagements


"BREAKING: $BTC and $ETH erase early gains after Denmark rejects Trumps demand to negotiate a takeover of Greenland"  
[X Link](https://x.com/blueon_fa/status/2014017601844691058)  2026-01-21T16:49Z [--] followers, [--] engagements


"BREAKING: President Trump says hes calling off tariffs on Europe over Greenland after reaching a deal framework. Did you buy the dip $SPY $QQQ"  
[X Link](https://x.com/blueon_fa/status/2014063099242807518)  2026-01-21T19:50Z [--] followers, [---] engagements


"Japans bond market just flashed a major warning. A sudden rout in 30Y/40Y JGBs sent the 40-year yield above 4% for the first time on record. The trigger: election-driven fiscal promises are colliding with Japans exit from years of ultra-easy policy. Markets are now forcing the question: does the BOJ have to move faster than planned"  
[X Link](https://x.com/blueon_fa/status/2014081842681389242)  2026-01-21T21:05Z [--] followers, [---] engagements


"What spooked investors: PM Sanae Takaichi pitched a pause of the sales tax on food & beverages ahead of a snap election (Feb 8). Cost estimate: [--] trillion/year ($31.6B). Officials say no new JGB issuance but the market isnt buying it. And some analysts think a temporary pause becomes politically permanent (next election cycle in 2028). https://twitter.com/i/web/status/2014081846162682050 https://twitter.com/i/web/status/2014081846162682050"  
[X Link](https://x.com/blueon_fa/status/2014081846162682050)  2026-01-21T21:05Z [--] followers, [--] engagements


"The blowup is already rippling globally. Japans Finance Minister called for calm while the BOJ proceeded with bond buying operations. A senior opposition leader floated stronger steps: buybacks and reduced 40Y issuance. U.S. Treasury Secretary Scott Bessent said he spoke with Japans counterpart and that the JGB moves impacted Treasuries. Yields are still near highs with the 40Y 4%. #Japan #Bonds #BOJ https://twitter.com/i/web/status/2014081858678423642 https://twitter.com/i/web/status/2014081858678423642"  
[X Link](https://x.com/blueon_fa/status/2014081858678423642)  2026-01-21T21:05Z [--] followers, [--] engagements


"A sleeper housing catalyst is forming: the White House is proposing to let Americans use 401(k) funds for home down payments without the usual early-withdrawal penalty (details still TBD). This matters because the constraint for first-time buyers isnt always income its liquidity. Millions have assets locked in retirement accounts while down payments stay high. Unlocking that pool can pull demand forward. https://twitter.com/i/web/status/2014451334561317196 https://twitter.com/i/web/status/2014451334561317196"  
[X Link](https://x.com/blueon_fa/status/2014451334561317196)  2026-01-22T21:33Z [--] followers, [--] engagements


"If this goes live it wont boost housing evenly. It targets entry-level demand. The beneficiaries are builders focused on starter homes. Thats why $LGIH stands out: they specialize in move-in-ready entry-level homes designed to convert renters into owners. If more buyers suddenly have down payment access LGIHs customer base is directly in the crosshairs of the policy tailwind"  
[X Link](https://x.com/blueon_fa/status/2014451337476317279)  2026-01-22T21:33Z [--] followers, [--] engagements


"The setup gets more asymmetric when you add valuation + positioning + alignment: Valuation: 11.5x P/E and 0.680.70x P/S (paying $0.70 per $1 of revenue) Insider alignment: CEO Eric Lipar 10%+ ownership; insiders 12.4% Institutional backing: BlackRock + Vanguard 25% combined #Housing #RealEstate #Stocks #LGIH https://twitter.com/i/web/status/2014451340244820288 https://twitter.com/i/web/status/2014451340244820288"  
[X Link](https://x.com/blueon_fa/status/2014451340244820288)  2026-01-22T21:33Z [--] followers, [--] engagements


"Alibaba ( $BABA) is reportedly preparing an IPO of its semiconductor unit T-Head as Beijing accelerates the push for domestic AI chip alternatives. China is still heavily reliant on Nvidia ( $NVDA) for AI accelerators but export controls and policy pressure are forcing a pivot toward local supply chains. Since summer [----] $BABA has outperformed $NVDA and this is the playbook: de-risk NVDA dependence by building a China-native AI stack. Is the $NVDA dominance finally over #AI #China #Semiconductors https://twitter.com/i/web/status/2014737389785387031"  
[X Link](https://x.com/blueon_fa/status/2014737389785387031)  2026-01-23T16:30Z [--] followers, [--] engagements


"Mag [--] earnings are the next market catalyst. After leading [----] the Mag [--] rally has faded in recent months while the rest of the market started to catch up. Now the question is simple: do earnings plus guidance re-ignite Big Tech leadership Or does [----] become the year of broadening: the Mag [---] taking the baton This week decides the narrative. $MSFT $META $AAPL $TSLA $AMZN $GOOG $NVDA https://twitter.com/i/web/status/2015825091251118524 https://twitter.com/i/web/status/2015825091251118524"  
[X Link](https://x.com/blueon_fa/status/2015825091251118524)  2026-01-26T16:32Z [--] followers, [--] engagements


"Europe isnt just a trade partner its a major marginal owner of U.S. equities. Fed data shows European investors hold nearly half of all foreign holdings of US stocks. Thats why escalating tariff threats carry a second order risk: not just slower trade but portfolio flows. If confidence cracks a "SellAmericaTrade" doesnt need everyone to sell marginal reallocation is enough to move prices. Trump DOES NOT want its tariffs to go live. #Macro #SellAmericaTrade https://twitter.com/i/web/status/2015856193655238908 https://twitter.com/i/web/status/2015856193655238908"  
[X Link](https://x.com/blueon_fa/status/2015856193655238908)  2026-01-26T18:35Z [--] followers, [--] engagements


"Memory stocks have been the trade of the year so far. After years of brutal boom/bust cycles (think $SNDK/ $WDC/ $STX/ $MU) the group is now among the best performing areas of the S&P [---] since end-2024. Driven by AI-fueled demand for memory + storage across data centers. The cycle is still the cycle but AI just raised the floor on demand. #AI #Semiconductors #Tech #Memory https://twitter.com/i/web/status/2014692415693631912 https://twitter.com/i/web/status/2014692415693631912"  
[X Link](https://x.com/blueon_fa/status/2014692415693631912)  2026-01-23T13:31Z [--] followers, [---] engagements


"Fair point on FIFA control of concessions and sponsor rights. But that doesnt automatically mean the venues payments infrastructure gets replaced. In many stadiums the tenant can change while the POS hardware and payment rails remain the same because ripping out terminals/networking/acquiring setup for a short tournament is costly and risky. The key question for $FOUR is: are those host venues already running Shift4s stack at the infrastructure layer (SkyTab/VenueNext) If yes FIFA partners can still process on those pipes unless FIFA contractually mandates a different setup"  
[X Link](https://x.com/blueon_fa/status/2014696458180583673)  2026-01-23T13:47Z [--] followers, [--] engagements


"BREAKING: Silver hits $100/oz. Were watching one of the biggest commodity rallies unfold in real time. Is this primarily inflation hedging USD weakness or pure positioning $SLV $SIL #Silver #Gold"  
[X Link](https://x.com/blueon_fa/status/2014728221556666417)  2026-01-23T15:53Z [--] followers, [---] engagements


"Microsoft ( $MSFT) just unveiled its next-gen Maia [---] AI chip and the trend is getting harder to ignore. Like $GOOG (TPUs) and $AMZN (Trainium) Microsoft is building in-house silicon to power its own data centers reduce dependence on $NVDA and control cost plus power efficiency. $MSFT claims Maia [---] outperforms rival custom chips in key areas with higher high-bandwidth memory for inference. Is the $NVDA dominance finally coming to an end #AI #Semiconductors #Tech https://twitter.com/i/web/status/2016144463962255530 https://twitter.com/i/web/status/2016144463962255530"  
[X Link](https://x.com/blueon_fa/status/2016144463962255530)  2026-01-27T13:41Z [--] followers, [---] engagements


"Operationally Tata Steel is the industrial bridge between India and Europe. It already supplies high-end auto OEMs like BMW and Mercedes while scaling Indian capacity toward [--] MT by [----]. Despite global steel volatility revenue has grown at 10% CAGR over the past [--] years. With the Kalinganagar expansion plus new trade rules analysts now model EPS growth at more than 200% for FY26. https://twitter.com/i/web/status/2016181132941787394 https://twitter.com/i/web/status/2016181132941787394"  
[X Link](https://x.com/blueon_fa/status/2016181132941787394)  2026-01-27T16:06Z [--] followers, [--] engagements


"Valuation vs trajectory is the debate. Tata Steel trades around 35x PEnot cheap for steel but unusual growth is being priced in. If earnings inflect as projected multiples can compress fast. Technically charts show a large weekly Cup and Handle forming over recent months. With todays trade-deal catalyst and price action the key question is simple: do you think the breakout is finally confirmed $INDA $NIFTY #IndiaEUFTA #TradingView https://twitter.com/i/web/status/2016181135890325920 https://twitter.com/i/web/status/2016181135890325920"  
[X Link](https://x.com/blueon_fa/status/2016181135890325920)  2026-01-27T16:06Z [--] followers, [--] engagements


"Starbucks ( $SBUX) just delivered an important inflection point. For the first time in two years U.S. and North America same-store sales turned positive rising +4% in fiscal Q1 double expectations for a +2% gain. After a long reset period this suggests traffic and pricing momentum may finally be stabilizing. The stock is trading 8% up in the pre-market. #SBUX #Earnings https://twitter.com/i/web/status/2016498915504189932 https://twitter.com/i/web/status/2016498915504189932"  
[X Link](https://x.com/blueon_fa/status/2016498915504189932)  2026-01-28T13:09Z [--] followers, [--] engagements


"Theres also an M&A angle the market is watching. Industry leaders like MSC ( Mediterranean Shipping Company) and Maersk $MAERSK_A have been linked in reports as potential suitors attracted by ZIMs modern LNG-powered fleet and large cash reserves. Whether a deal happens or not that optionality matters when a company trades near cash value"  
[X Link](https://x.com/blueon_fa/status/2016578778651037766)  2026-01-28T18:27Z [--] followers, [--] engagements


"But [----] isnt a free pass. Key headwinds remain: Negative EPS forecasts which most probably will pause dividends. Vessel oversupply as new ships hit the water Geopolitical risk tied to Israel/Red Sea routes and insurance costs Bottom line: fundamentals are challenged but price-to-book plus cash create asymmetry. Some analysts model 40%+ upside if cash flow stabilizes. At these levels its a name worth tracking closely. #Shipping #Stocks #ZIM https://twitter.com/i/web/status/2016578782014869696 https://twitter.com/i/web/status/2016578782014869696"  
[X Link](https://x.com/blueon_fa/status/2016578782014869696)  2026-01-28T18:27Z [--] followers, [--] engagements


"Apple ( $AAPL) reports earnings after the bell today. And one key question is emerging: how much are rising memory component prices pressuring margins With DRAM and NAND costs climbing amid AI-driven demand investors will be watching closely to see whether higher input costs are starting to eat into iPhone profitability or if pricing power still holds. #AAPL #Earnings #Tech https://twitter.com/i/web/status/2016866520907821144 https://twitter.com/i/web/status/2016866520907821144"  
[X Link](https://x.com/blueon_fa/status/2016866520907821144)  2026-01-29T13:30Z [--] followers, [--] engagements


"Sector context matters. Software valuations remain under pressure as investors reassess how AI may disrupt software businesses while higher rates compress multiples. In that environment even when operating performance remains solid theres no room for error"  
[X Link](https://x.com/blueon_fa/status/2016893043631104438)  2026-01-29T15:15Z [--] followers, [--] engagements


"Longer term fundamentals still look resilient : -SAP guides toward 10B FCF by [----] -10B buyback starting soon. - Forward P/E near 25x - Cloud growth seen holding around 2325%. The debate now: is this structural weakness or simply quality repriced lower Some investors prefer expressing that view via selling puts rather than chasing the dip. #SAP #Earnings #Stocks #Tech https://twitter.com/i/web/status/2016893046730723378 https://twitter.com/i/web/status/2016893046730723378"  
[X Link](https://x.com/blueon_fa/status/2016893046730723378)  2026-01-29T15:15Z [--] followers, [--] engagements


"BREAKING: Kevin Warsh is officially nominated by President Trump to be the next FED Chairman"  
[X Link](https://x.com/blueon_fa/status/2017208793969332409)  2026-01-30T12:10Z [--] followers, [--] engagements


"The Daily Ticker: $BTC Bitcoin is testing its yearly lows near $82K. The macro backdrop is hostile for crypto right now. The Atlanta Feds GDPNow model points to 4.2%+ growth meaning capital is flowing into real economy investment (AI infrastructure manufacturing) rather than speculative assets. #Bitcoin #Crypto #Macro #Liquidity https://twitter.com/i/web/status/2017246644656386365 https://twitter.com/i/web/status/2017246644656386365"  
[X Link](https://x.com/blueon_fa/status/2017246644656386365)  2026-01-30T14:40Z [--] followers, [--] engagements


"Meanwhile hard assets gain momentum. Global M2 is expanding but a significant portion of this liquidity is being diverted to support the physical economy. This rotation into the 'real economy' is clearly visible in the [----] commodity boom where investors are positioning for industrial demand with surges in Natural Gas (+80%) Silver (+60%) and Copper (+10%) YTD. https://twitter.com/i/web/status/2017246647516897347 https://twitter.com/i/web/status/2017246647516897347"  
[X Link](https://x.com/blueon_fa/status/2017246647516897347)  2026-01-30T14:40Z [--] followers, [--] engagements


"At the same time funding conditions remain tight: the SOFRIORB spread sits near [---] bp signaling banks are still competing for cash making leverage for risk trades like crypto harder to obtain"  
[X Link](https://x.com/blueon_fa/status/2017246650725441919)  2026-01-30T14:40Z [--] followers, [--] engagements


"The setup could shift later in the year. With massive government debt refinancing ahead central banks may eventually need to inject liquidity to stabilize funding markets. Note: What to watch Bank reserves are currently at $3T and the SOFRIORB spread is tight at -1bps. When reserves rise and funding stress eases (spread is moving further into the negative) risk assets historically regain momentum. https://twitter.com/i/web/status/2017246653497987283 https://twitter.com/i/web/status/2017246653497987283"  
[X Link](https://x.com/blueon_fa/status/2017246653497987283)  2026-01-30T14:40Z [--] followers, [--] engagements


"The picks & shovels trade for World Cup [----] isnt a jersey sponsor its the payments rail inside stadiums. One name to watch: $FOUR (Shift4). Shift4 is already a primary processor across multiple high-volume venues including MetLife (host of the World Cup Final) and Mercedes-Benz Stadium. If fan volumes spike concessions + merch become a transaction wave and $FOUR monetizes the toll booth. https://twitter.com/i/web/status/2014326305282494741 https://twitter.com/i/web/status/2014326305282494741"  
[X Link](https://x.com/blueon_fa/status/2014326305282494741)  2026-01-22T13:16Z [--] followers, [----] engagements


"What makes this setup interesting is the pricing vs tailwind. $FOUR has been overlooked yet it screens attractive on Price-to-Free Cash Flow relative to its growth profile. Add a $1B authorized buyback and you get a cleaner risk/reward skew if major event stadium spend ramps into [----]. How much of the [----] volume uplift is already priced in #WorldCup2026 #FOUR https://twitter.com/i/web/status/2014326309548167501 https://twitter.com/i/web/status/2014326309548167501"  
[X Link](https://x.com/blueon_fa/status/2014326309548167501)  2026-01-22T13:16Z [--] followers, [---] engagements


"The IndiaEU mother of all deals could mark a structural inflection for Tata Steel $TATASTEEL. The agreement opens duty-free access to European markets and includes a 500M support framework to help manage carbon border taxes (CBAM). That directly supports Tatas Green Steel strategy at a time when Europe is tightening emissions rules not loosening them. https://twitter.com/i/web/status/2016181128877523034 https://twitter.com/i/web/status/2016181128877523034"  
[X Link](https://x.com/blueon_fa/status/2016181128877523034)  2026-01-27T16:06Z [--] followers, [---] engagements


"The Ticker of Today: $VPG If youre following the robot revolution you need to watch Vishay Precision Group ( $VPG). They build the "nervous system" that makes them move like humans. From a technical point of view $VPG just hit a major breakout. soaring to new 52-week highs above $53. With volume surging alongside the price. #Robotics #AI"  
[X Link](https://x.com/blueon_fa/status/2018434717192757514)  2026-02-02T21:21Z [--] followers, [---] engagements


"The Elon Musk Connection The stock recently went on a tear jumping over 20% in a single day as the "Musk Effect" took hold. Analysts at Citron Research linked VPG directly to Elon Musks robotics goals. While Musk talks about Tesla Optimus the market realized VPG is likely the secret supplier providing the specialized sensors that give robots a "sense of touch.""  
[X Link](https://x.com/blueon_fa/status/2018434720183583099)  2026-02-02T21:21Z [--] followers, [--] engagements


"BREAKING: Elon Musk is officially merging his private aerospace powerhouse SpaceX with his AI startup xAI. This deal values the enlarged entity at a whopping $1.25 trillion"  
[X Link](https://x.com/blueon_fa/status/2018672744448032989)  2026-02-03T13:07Z [--] followers, [--] engagements


"Why the sector looks so strong in 2026: Fuel Efficiency: With global oil prices at reasonable lows (WTI near $61-$62/bbl this February) margins are widening across the board. Resilient Consumer: US Retail Sales remain steady and the ISM Services PMI is in expansion territory (mid-50s). Service new orders are rising signaling robust demand. Increased passenger volumes reflect a clear consumer preference for travel over "stuff." https://twitter.com/i/web/status/2018769044384444861 https://twitter.com/i/web/status/2018769044384444861"  
[X Link](https://x.com/blueon_fa/status/2018769044384444861)  2026-02-03T19:30Z [--] followers, [--] engagements


"Why RCL is the Winner: Smart Hedging: On their Jan 29th earnings call RCL confirmed they have already hedged 60% of their [----] fuel consumption locking in these lower costs. Valuation Advantage: With a P/E of 21x Forward P/E of 15.6x RCL is cheap relative to its 20% growth target. RCLs EV/FCF ratio sits at 16.5x converting revenue into cash much faster than other cruise lines. Massive Buybacks: Announced on Dec [--] [----] their new $2 billion share repurchase program signals the board thinks the stock is still a steal. https://twitter.com/i/web/status/2018769047207252171"  
[X Link](https://x.com/blueon_fa/status/2018769047207252171)  2026-02-03T19:30Z [--] followers, [--] engagements


"Skin in the Game: Management and family-affiliated insiders hold a massive 13.5% stake in the company The Final Proof: As of their January [--] [----] announcement Royal Caribbean revealed they are already 2/3 booked for the entire year. They hit this record level at all-time high prices before the summer rush even started. https://twitter.com/i/web/status/2018769049635741890 https://twitter.com/i/web/status/2018769049635741890"  
[X Link](https://x.com/blueon_fa/status/2018769049635741890)  2026-02-03T19:30Z [--] followers, [--] engagements


"The U.S. government just quietly flipped the script on nutrition and its a meaningful tailwind for protein demand. The new [--------] dietary guidelines emphasize high-quality protein at every meal (often cited around 1.21.6 g/kg/day) while targeting highly processed foods plus refined carbs/sugar. Why it matters: these guidelines influence what gets prioritized across large federal food programs like school meals and broader nutrition policy. #TSN #Diet https://twitter.com/i/web/status/2015899145178157385 https://twitter.com/i/web/status/2015899145178157385"  
[X Link](https://x.com/blueon_fa/status/2015899145178157385)  2026-01-26T21:26Z [--] followers, [--] engagements


"Markets (weekly closes) S&P [---] [------] (0.15% w/w) Nasdaq [---] [-------] (0.51% w/w) Dow [-------] (0.23% w/w) Russell [----] [-------] (0.02% w/w) DXY [------] (+0.13% w/w) WTI $64.00 (+0.19% w/w) Gold $3446.81 (+2.24% w/w) US 10Y 4.232% (0.87% w/w) Bitcoin $108598 (5.89% w/w) Special mention to GOLD which it seems to breaking out from a monthly consolidation period ✅ Look a at its price action in the following week and miners as well"  
[X Link](https://x.com/blueon_fa/status/1961829848269103475)  2025-08-30T16:34Z [--] followers, [--] engagements


"Macro (US)📅 GDP (Q2 QoQ): 3.3% vs 3.0% exp (prev 0.05%). Initial claims: 229k vs 231k exp (prior revised 234k 229k). Continuing claims: 1.954m vs 1.970m exp. Core PCE: 2.9% YoY (in line) 0.3% MoM (in line). Bottom line: Economy continues to be resilient labor market relatively in a good shape and inflation remains the main concern still 2% target. https://twitter.com/i/web/status/1961829852434071702 https://twitter.com/i/web/status/1961829852434071702"  
[X Link](https://x.com/blueon_fa/status/1961829852434071702)  2025-08-30T16:34Z [--] followers, [--] engagements


"Real estate reset: China is trying to stabilize confidence without reopening the old bubble. Commercial property just got a major lever pulled: the minimum down payment for commercial mortgages was reportedly cut from 50% to 30%. https://twitter.com/i/web/status/2013720315176566797 https://twitter.com/i/web/status/2013720315176566797"  
[X Link](https://x.com/blueon_fa/status/2013720315176566797)  2026-01-20T21:08Z [--] followers, [--] engagements


"Tech race: policy support is getting larger and more selective. The PBOC reportedly raised the tech relending quota from 800B yuan to 1.2T yuan ($172B). Key change: support now expands to include private SMEs with high R&D spend. https://twitter.com/i/web/status/2013720318272061594 https://twitter.com/i/web/status/2013720318272061594"  
[X Link](https://x.com/blueon_fa/status/2013720318272061594)  2026-01-20T21:08Z [--] followers, [--] engagements

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