# ![@chilling_dc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1422229327408779269.png) @chilling_dc dc_chilling

dc_chilling posts on X about inflation, ai, $tlt, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1422229327408779269/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1422229327408779269/c:line/m:interactions.svg)

- [--] Week [-----] -44%
- [--] Month [-----] +42%
- [--] Months [------] +165%
- [--] Year [------] -8.50%

### Mentions: [--] [#](/creator/twitter::1422229327408779269/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1422229327408779269/c:line/m:posts_active.svg)

- [--] Months [--] +70%
- [--] Year [---] -44%

### Followers: [-----] [#](/creator/twitter::1422229327408779269/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1422229327408779269/c:line/m:followers.svg)

- [--] Week [-----] +0.33%
- [--] Month [-----] +1%
- [--] Months [-----] +4.10%
- [--] Year [-----] +6.50%

### CreatorRank: [---------] [#](/creator/twitter::1422229327408779269/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1422229327408779269/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  54% [stocks](/list/stocks)  21% [technology brands](/list/technology-brands)  16% [countries](/list/countries)  4% [cryptocurrencies](/list/cryptocurrencies)  1% [exchanges](/list/exchanges)  1%

**Social topic influence**
[inflation](/topic/inflation) 15%, [ai](/topic/ai) 9%, [$tlt](/topic/$tlt) #88, [in the](/topic/in-the) 6%, [open ai](/topic/open-ai) 6%, [money](/topic/money) 6%, [mortgage rate](/topic/mortgage-rate) 6%, [$chgg](/topic/$chgg) #7, [market cap](/topic/market-cap) #1764, [we are](/topic/we-are) 5%

**Top accounts mentioned or mentioned by**
[@jerryfences](/creator/undefined) [@srg444](/creator/undefined) [@tjfullsend](/creator/undefined) [@jbulltard1](/creator/undefined) [@jetsamcapital](/creator/undefined) [@stealthqe4](/creator/undefined) [@yieldsearcher](/creator/undefined) [@stanphylcap](/creator/undefined) [@theaiinvestor](/creator/undefined) [@chegg](/creator/undefined) [@kobeissiletter](/creator/undefined) [@longsandlongers](/creator/undefined) [@lifewnorules](/creator/undefined) [@tidefallcapital](/creator/undefined) [@nicktimiraos](/creator/undefined) [@renmacllc](/creator/undefined) [@conorsen](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@awealthofcs](/creator/undefined) [@hkuppy](/creator/undefined)

**Top assets mentioned**
[CHEGG, INC. (CHGG)](/topic/$chgg) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [FedEx Corporation (FDX)](/topic/$fdx) [T-Mobile (TMUS)](/topic/$tmus) [AT&T Inc. (T)](/topic/$t) [Verizon Communications Inc. (VZ)](/topic/$vz) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Broadcom, Inc. (AVGO)](/topic/$avgo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$chgg earnings impressive. Cheapest stock in the market here by a wide margin. Could buy the entire market cap with the cash in the bank + 3-4 quarters of cash flow. Wildly mispriced given their assets. Could squeeze easily once buybacks start"  
[X Link](https://x.com/chilling_dc/status/1988051656043315478)  2025-11-11T01:10Z [----] followers, [----] engagements


"$chgg has a lawsuit about this exact issue. Could 5x easily if the judge finds the same. Turns out the judge has already found $googl guilty of being a monopoly. Could get explosive. Google $GOOGL illegally scraped the web to fix its AI problems and catch up to OpenAI European regulators have said. Google $GOOGL illegally scraped the web to fix its AI problems and catch up to OpenAI European regulators have said"  
[X Link](https://x.com/chilling_dc/status/1999204177558352291)  2025-12-11T19:46Z [----] followers, [---] engagements


"This company will be down 80% within [--] months of going public causing enormous write downs across the mag [--] BREAKING: OpenAI is "racing" to go public by the end of [----] as it looks to beat Anthropic as the first major generative AI startup to go public per WSJ. https://t.co/QPChvrIqkd BREAKING: OpenAI is "racing" to go public by the end of [----] as it looks to beat Anthropic as the first major generative AI startup to go public per WSJ. https://t.co/QPChvrIqkd"  
[X Link](https://x.com/chilling_dc/status/2017021644573753385)  2026-01-29T23:46Z [----] followers, [---] engagements


"@jbulltard1 Housing flat to down. All that really matters for cpi. Energy costs will plummet post the Iran tensions. Not seeing much inflation tbh"  
[X Link](https://x.com/chilling_dc/status/2018010429159583908)  2026-02-01T17:15Z [----] followers, [---] engagements


"@conorsen Its already over imo. Msft in a bear market with no end in sight. Meta reversed all of its earnings gains and then some heading lower. Oracle is DOA Google got crushed for the capex guide Jensen pulled the OAI deal Biggest tell semis arent rising on higher capex guides"  
[X Link](https://x.com/chilling_dc/status/2019396693943611484)  2026-02-05T13:04Z [----] followers, [---] engagements


"@jbulltard1 It is a shitco lol"  
[X Link](https://x.com/chilling_dc/status/2019507663499927709)  2026-02-05T20:25Z [----] followers, [---] engagements


"@StockSavvyShay Stuffed with bs companies that wont exist in [--] months lol Ask Oracle and msft how the backlog game is treating them"  
[X Link](https://x.com/chilling_dc/status/2019558887515648410)  2026-02-05T23:48Z [----] followers, [---] engagements


"@The_AI_Investor Its down because capex guides are about to be revised down in a big way. It was fun to guide higher when your stock followed. Now its metaverse [---] to markets"  
[X Link](https://x.com/chilling_dc/status/2019573843267063817)  2026-02-06T00:48Z [----] followers, [---] engagements


"@JerryFences @TJFullSend @srg444 Dan is so retarded. Only hope is an ASR end of month like he did in Feb [--] and [--]. He needs to use his cash now and go private. Public markets hate this thing"  
[X Link](https://x.com/chilling_dc/status/2020988308206059995)  2026-02-09T22:28Z [----] followers, [--] engagements


"@JerryFences @TJFullSend @srg444 100% agree. They said in the call they expect to end the year with zero debt and a ton of cash on the balance sheet. Ok then buy back the shares. Cut the float dramatically. Its by far the best use of capital"  
[X Link](https://x.com/chilling_dc/status/2021218265574350997)  2026-02-10T13:42Z [----] followers, [--] engagements


"@JerryFences @srg444 @TJFullSend I agree with all that but there is no excuse to not at least buy back the dilution of shareholders over the last couple years. Take the float down by 10m. Get your share price above $1 again and support it"  
[X Link](https://x.com/chilling_dc/status/2021222964188848531)  2026-02-10T14:01Z [----] followers, [--] engagements


"@srg444 @JerryFences @TJFullSend Buyback window opens tomorrow. Deploy 10m at the market and absorb sellers. Help get your stock back up towards compliance. Doesnt take very much just a signal to the market that they will leverage their cashflow in accretive ways. No investment has the ROI of a bb here"  
[X Link](https://x.com/chilling_dc/status/2021603298332086430)  2026-02-11T15:12Z [----] followers, [---] engagements


"@StanphylCap My core assumption is that the ceo takes it private and rolls his equity into that venture tbh. Probably after an ASR of some sort. 31m net cash should throw off a ton of cash this year post severance. Just too cheap imo. Belongs in the private markets"  
[X Link](https://x.com/chilling_dc/status/2021417483031515409)  2026-02-11T02:54Z [----] followers, [---] engagements


"@srg444 @JerryFences @TJFullSend One of the wider spreads between underlying value and market cap Ive seen. At the laughable stage now. Back out the cash we are a cool $35m 😂"  
[X Link](https://x.com/chilling_dc/status/2021669902398935207)  2026-02-11T19:37Z [----] followers, [--] engagements


"@JerryFences @srg444 @TJFullSend Oh yea. Rejecting offers 300-500% where we are today to unlock shareholder value only to watch it burn while sitting on half your market cap in net cash is a very bad look. Opening themselves up to lawsuits honestly if they dont do something quick"  
[X Link](https://x.com/chilling_dc/status/2021662222221746437)  2026-02-11T19:06Z [----] followers, [--] engagements


"@srg444 @JerryFences @TJFullSend True yet assets are still worth far more than 30m"  
[X Link](https://x.com/chilling_dc/status/2021687351190163915)  2026-02-11T20:46Z [----] followers, [--] engagements


"@JetsamCapital Busuu: 150m-175m Skills: 40-50m Study: 50-100m Cash: 31m Data: who knows but something"  
[X Link](https://x.com/chilling_dc/status/2021629518436553179)  2026-02-11T16:56Z [----] followers, [--] engagements


"@JetsamCapital Skills is the reskilling business that was doing like 20-25m of rev Busuu is the language business they bought for like 420m in [----]. Was doing like 48m last year. Legacy maybe but it should throw off a ton of cash. Well over 50m this year"  
[X Link](https://x.com/chilling_dc/status/2021636372097118241)  2026-02-11T17:24Z [----] followers, [--] engagements


"@JerryFences @srg444 @TJFullSend We better hear something before May. They are about to wind up with another class action lawsuit from shareholders at this rate. Turn down offers 400% above today while giving our more in severance than your current market cap. These guys are a joke"  
[X Link](https://x.com/chilling_dc/status/2022082987412930669)  2026-02-12T22:58Z [----] followers, [--] engagements


"@awealthofcs Government wont need to ban AI. The customers banks and mag [--] are going to turn on this thing soon. They are not going to continue burning money on the theme thats destroying their share price. Ai is like a cancer to most sectors"  
[X Link](https://x.com/chilling_dc/status/2022102788977893498)  2026-02-13T00:17Z [----] followers, [---] engagements


"We will see the following under Warsh: [--]. Aggressive rate cuts [--]. SLR caps removed for treasuries [--]. A shift in the balance sheet towards the long end [--]. Coordination with Bessent to flatten the yield curve $tlt Warsh we can lower interest rates a lot (October 2025) https://t.co/M5skDbZRbk Warsh we can lower interest rates a lot (October 2025) https://t.co/M5skDbZRbk"  
[X Link](https://x.com/anyuser/status/2017612527849365658)  2026-01-31T14:54Z [----] followers, [----] engagements


"I think the AI bubble just found its pin. Which stage of capitalism is this https://t.co/QFyHFJfCb5 Which stage of capitalism is this https://t.co/QFyHFJfCb5"  
[X Link](https://x.com/anyuser/status/2017659515395584287)  2026-01-31T18:01Z [----] followers, [---] engagements


"Bond market is way offsides. Rates are coming way down. $tlt US CPI inflation dropped significantly today from 1.24% to 0.86% in our independent price data the lowest since [----]. Truflation US CPI today: 0.86% Y/Y The biggest downward drivers were: [--]. Utilities down -0.13% [--]. Clothing -0.08% [--]. Housing -0.05% [--]. Transport -0.05% [--]. Food https://t.co/HFef56JGyl US CPI inflation dropped significantly today from 1.24% to 0.86% in our independent price data the lowest since [----]. Truflation US CPI today: 0.86% Y/Y The biggest downward drivers were: [--]. Utilities down -0.13% [--]. Clothing -0.08% 3."  
[X Link](https://x.com/anyuser/status/2018000472959746471)  2026-02-01T16:36Z [----] followers, [---] engagements


"So what will the market do when $orcl collapses to a point where it cant issue equity to buy chips"  
[X Link](https://x.com/anyuser/status/2018680258564698419)  2026-02-03T13:37Z [----] followers, [---] engagements


"How long before Satya rug pulls the AI trade $msft"  
[X Link](https://x.com/anyuser/status/2018799348344295935)  2026-02-03T21:30Z [----] followers, [---] engagements


"Great. Another random money burning invention. This company is bankrupt and swallowed by Microsoft inside [--] months. Codex is now over [--] million active users Codex is now over [--] million active users"  
[X Link](https://x.com/chilling_dc/status/2019225983224791228)  2026-02-05T01:46Z [----] followers, [---] engagements


"The entire curve is going to take a massive shift lower $tlt *CHALLENGER JAN. US JOB CUTS 108K MOST TO START YEAR SINCE [----] *CHALLENGER JAN. US JOB CUTS 108K MOST TO START YEAR SINCE 2009"  
[X Link](https://x.com/anyuser/status/2019392425505042531)  2026-02-05T12:47Z [----] followers, [---] engagements


"$fdx looks like silver. This is going to end horribly lol"  
[X Link](https://x.com/anyuser/status/2019506748407837001)  2026-02-05T20:21Z [----] followers, [---] engagements


"@JerryFences @TJFullSend @srg444 From Dans most recent interview that dropped this week. Sure sounds like a take private is coming. Still believe in the ASR to take private theory. $chgg"  
[X Link](https://x.com/chilling_dc/status/2019628439808987162)  2026-02-06T04:25Z [----] followers, [---] engagements


"Very skeptical of this bounce. Story seems broken. Once your buyers get punished for buying from you its typically over. $NVDA - NVIDIA SHARES EXTEND GAINS LAST UP 6.4% $NVDA - NVIDIA SHARES EXTEND GAINS LAST UP 6.4%"  
[X Link](https://x.com/chilling_dc/status/2019807673236287827)  2026-02-06T16:17Z [----] followers, [---] engagements


"Lower interest rates are inevitable. Hassett: "The president thinks interest rates can be down to 1% and I think he's got a point if you look at the supply side of the economy. Kevin Warsh is a good person to go there. He's worked closely for many years with Scott Bessent." https://t.co/H4IhCCWsJe Hassett: "The president thinks interest rates can be down to 1% and I think he's got a point if you look at the supply side of the economy. Kevin Warsh is a good person to go there. He's worked closely for many years with Scott Bessent." https://t.co/H4IhCCWsJe"  
[X Link](https://x.com/chilling_dc/status/2020575539191316954)  2026-02-08T19:08Z [----] followers, [---] engagements


"Would you buy 300m of assets for 40m Trading at 1x cash flow and .25x revenue Thats $chgg right now. If you like deep value this one is a banger. Screens horribly but if you look at the filings its a different story"  
[X Link](https://x.com/chilling_dc/status/2021413498685902955)  2026-02-11T02:38Z [----] followers, [----] engagements


"Wallstreet can be incredibly dense. People dont learn other languages to call random foreigners on the phone lol If you cant speak it in person in everyday life its a gimmick. *DUOLINGO FALLS 6% PREMARKET AS T-MOBILE SET TO BEGIN AI-TRANSLATION FOR PHONE CALLS $DUOL $TMUS $T $VZ You know all the carriers will be rolling this out in rapid succession. *DUOLINGO FALLS 6% PREMARKET AS T-MOBILE SET TO BEGIN AI-TRANSLATION FOR PHONE CALLS $DUOL $TMUS $T $VZ You know all the carriers will be rolling this out in rapid succession"  
[X Link](https://x.com/chilling_dc/status/2021805006027206853)  2026-02-12T04:34Z [----] followers, [---] engagements


"@hkuppy Only thing we know is they will pull out the same playbook lol Crush the curve and send rates to the pits of hell"  
[X Link](https://x.com/chilling_dc/status/2022112456429146591)  2026-02-13T00:55Z [----] followers, [---] engagements


"@fReshhhh26 @jukan05 Doesnt mean AVGO should have the market cap it has lol Retail must think a Broadcom chip = an NVDA chip in terms of top/bottom line and it doesnt. AVGO sees like 10% of the profit if that"  
[X Link](https://x.com/chilling_dc/status/1993186040119804254)  2025-11-25T05:12Z [----] followers, [--] engagements


"@MacroEdgeRes People thinking the long end of the curve would blow out on aggressive cuts are wrong. We couldnt get inflation over 2% with rates at [--] for most of the last decade. Fiscal policy creates cpi inflation (stimmy checks) not monetary"  
[X Link](https://x.com/chilling_dc/status/1995187328223219751)  2025-11-30T17:45Z [----] followers, [--] engagements


"@Kalshi Equity in home shouldnt count. Real number is probably far lower"  
[X Link](https://x.com/chilling_dc/status/1995260005163905205)  2025-11-30T22:33Z [----] followers, [--] engagements


"@JerryFences @srg444 @Chegg I dont think they are turning around. I think they are dressing up for a sale again. Dan just wants a fatter cut this time"  
[X Link](https://x.com/chilling_dc/status/1995597644346130932)  2025-12-01T20:55Z [----] followers, [--] engagements


"@KobeissiLetter Thing will be down 70% within a month of going public. Sooner we get this over with the better"  
[X Link](https://x.com/chilling_dc/status/1996066661590258069)  2025-12-03T03:59Z [----] followers, [---] engagements


"@StealthQE4 Unemployment rising rents rolling over new Trump appointed head of the fed. Add in an ai bubble ready to pop. Yields will fall like a stone in [--] and 27"  
[X Link](https://x.com/chilling_dc/status/1996081504179417180)  2025-12-03T04:58Z [----] followers, [--] engagements


"@i3_invest Yields will clearly be down a year from now. Anyone thinking otherwise is anything but smart money lol Tlt is a layup here"  
[X Link](https://x.com/chilling_dc/status/1996376155365200064)  2025-12-04T00:29Z [----] followers, [--] engagements


"@DeItaone When will the bond market wake up to the fact that the fed runs everything lol Doesnt matter what these people think. If the fed decides rates are zero they will put them there. Any part of the curve"  
[X Link](https://x.com/chilling_dc/status/1996378587579158663)  2025-12-04T00:38Z [----] followers, [---] engagements


"@simon_reseke @charliebilello Until they bring the curve down which they will inevitably do. Bond market always thinks they are in charge until the fed reminds them who really runs things"  
[X Link](https://x.com/chilling_dc/status/1997058119437017188)  2025-12-05T21:38Z [----] followers, [---] engagements


"@yieldsearcher We all know how this ends. QE returns and forced the entire yield curve toward [--]. Bond market is trying to force the hands of central banks around the globe"  
[X Link](https://x.com/chilling_dc/status/1998054697228288199)  2025-12-08T15:38Z [----] followers, [----] engagements


"@mortgagetruth You free up supply by lowering rates and encouraging people to move. Eventually the long end will look like the last decade or the housing market will continue to be constrained"  
[X Link](https://x.com/chilling_dc/status/1998865341750063236)  2025-12-10T21:20Z [----] followers, [----] engagements


"That $orcl earnings call was a disaster. Not good for $nvda"  
[X Link](https://x.com/chilling_dc/status/1998968310227152945)  2025-12-11T04:09Z [----] followers, [---] engagements


"@stockgeekTV Brother none of that revenue is real lol OpenAI isnt good for it NVDA just showed you cant trust its commitments in their last 10-Q. Market knows that $orcl is cooked"  
[X Link](https://x.com/chilling_dc/status/1998975342284009549)  2025-12-11T04:37Z [----] followers, [---] engagements


"@xEBITDA @Mr_Derivatives That the 4th customer was just Google lol So essentially Google can just pull an apple and cut Broadcom out"  
[X Link](https://x.com/chilling_dc/status/1999243796039848195)  2025-12-11T22:23Z [----] followers, [---] engagements


"@Chegg So you: Trade at .87 Have .47 of net cash (no debt) Will earn $1 next year Received offers for over $2 likely And are now back out of nyse compliance. Your management team is on the hook here if you dont start buying back shares hand over fist. Idiots. $chgg"  
[X Link](https://x.com/chilling_dc/status/2000687044247384323)  2025-12-15T21:58Z [----] followers, [---] engagements


"@BobEUnlimited Until everyone realizes QE is returning because the fed wont allow 6-7% mortgage rates with a 1-2% fed funds rate. Anyone thinking otherwise is fooling themselves. There is a 0% chance the fed allows the long end to rise while the short end falls it defeats the purpose"  
[X Link](https://x.com/chilling_dc/status/2000735320833138834)  2025-12-16T01:10Z [----] followers, [---] engagements


"Unemployment rising like this always leads to a recession. We now have: Rising unemployment Deflation in shelter An ai capex bubble Falling energy prices Tariffs likely reversed This is not an inflationary environment. Powell said the Unemployment Rate was now more important than payroll numbers 4.6% is a new cycle high. Highest since [----]. https://t.co/7TFkC34xca Powell said the Unemployment Rate was now more important than payroll numbers 4.6% is a new cycle high. Highest since [----]. https://t.co/7TFkC34xca"  
[X Link](https://x.com/chilling_dc/status/2000942846757773348)  2025-12-16T14:55Z [----] followers, [---] engagements


"@The_AI_Investor Growth means nothing in cyclical names. Could be -50% in [----]. Depends where you are in the cycle"  
[X Link](https://x.com/chilling_dc/status/2001405060882825328)  2025-12-17T21:32Z [----] followers, [---] engagements


"@ecommerceshares As someone that rode micron up from the 60s this is likely the top. Memory is way too cyclical and its clear the ai bubble is bursting"  
[X Link](https://x.com/chilling_dc/status/2001412943540347019)  2025-12-17T22:03Z [----] followers, [---] engagements


"@longsandlongers @Life_w_no_rules @TidefallCapital Give it another month lol Its beginning"  
[X Link](https://x.com/chilling_dc/status/2001493092088902068)  2025-12-18T03:21Z [----] followers, [--] engagements


"Key word preliminary This is just a desperate pump for insiders to dump their ai stocks OpenAI has reportedly held preliminary talks about raising as much as $100B at a valuation of around $750 BILLION https://t.co/acPj1TPJwR OpenAI has reportedly held preliminary talks about raising as much as $100B at a valuation of around $750 BILLION https://t.co/acPj1TPJwR"  
[X Link](https://x.com/chilling_dc/status/2001497768393605455)  2025-12-18T03:40Z [----] followers, [---] engagements


"@NickTimiraos @fcastofthemonth Whats inexcusable is pretending that home prices and rents have been going up 3-4% each year for the last two years. Causing mortgage rates to be at a level that isnt attainable for most people. If shelter on cpi were accurate wed already be below 2%"  
[X Link](https://x.com/chilling_dc/status/2001722225158771162)  2025-12-18T18:32Z [----] followers, [--] engagements


"@UrbanKaoboy Yep. Given the shelter and energy backdrop mixed with lapping hot prints in early [--] people will be shocked how quickly we get back to 2%"  
[X Link](https://x.com/chilling_dc/status/2001860777163276334)  2025-12-19T03:42Z [----] followers, [--] engagements


"@GoldTAnalysis No chance. Yields will fall across the curve next year as inflation falls off a cliff and the fed cuts. If they dont the fed will just implement QE/YCC and force the issue"  
[X Link](https://x.com/chilling_dc/status/2002125317419450752)  2025-12-19T21:14Z [----] followers, [---] engagements


"@BlueHorse88 The issue is that the long end is more important for the real economy so something will have to give. The fed isn't going to have a fed funds rate at 1-2% with 6-7% mortgage rates. Ycc or qe likely returns in [----] either through banks or the fed"  
[X Link](https://x.com/chilling_dc/status/2002200961347964948)  2025-12-20T02:14Z [----] followers, [---] engagements


"@RenMacLLC That and the fact that healthcare and net exports drove the number. Healthcare likely becomes a drag from here and who knows what happens with that net export number. Unemployment continues to rise as inflation falls. Bond market is wildly overreacting to old suspect data"  
[X Link](https://x.com/chilling_dc/status/2003475000003887491)  2025-12-23T14:37Z [----] followers, [---] engagements


"@StealthQE4 When CPI continues to cool and unemployment continues to rise they will cut. This GDP print was mostly noise anyway. Driven by healthcare and imports falling due to tariffs. Plus it was [--] months late 😂"  
[X Link](https://x.com/chilling_dc/status/2003490395867742406)  2025-12-23T15:38Z [----] followers, [---] engagements


"@a_living_fossil @RenMacLLC Not true. Private sector is anything but booming. Look at announced layoffs"  
[X Link](https://x.com/chilling_dc/status/2003549343777997170)  2025-12-23T19:32Z [----] followers, [--] engagements


"@CinemaScene404 Troy Fight club Seven"  
[X Link](https://x.com/chilling_dc/status/2003644472886984826)  2025-12-24T01:50Z [----] followers, [--] engagements


"Its wild how offsides the bond market is right now. Inflation expectations are about to collapse while unemployment continues to rise. All while we have a bubble in equities. Very asymmetric setup for [--]. $tlt"  
[X Link](https://x.com/chilling_dc/status/2004593376101081237)  2025-12-26T16:41Z [----] followers, [---] engagements


"@jbulltard1 Dont agree. I think falling rates will cause a deflationary pulse in the housing market. More sellers will come off the sidelines and find the buyers arent there at these prices"  
[X Link](https://x.com/chilling_dc/status/2004597123648766198)  2025-12-26T16:56Z [----] followers, [---] engagements


"@Mayhem4Markets @TraderadeTweets Not for actual inflation as measured by cpi. Asset inflation sure"  
[X Link](https://x.com/chilling_dc/status/2004600127311208480)  2025-12-26T17:08Z [----] followers, [--] engagements


"@dampedspring With case shiller negative [--] out of the last [--] months unemployment rising and energy down vs the summerrates are likely quite a bit lower next year imo. Next handful of months lap super hot inflation prints. There is a world where we are at 2% cpi by the end of Q1"  
[X Link](https://x.com/chilling_dc/status/2006028638735540673)  2025-12-30T15:44Z [----] followers, [---] engagements


"@KobeissiLetter Smart money knows the long end comes down next year as inflation falls and unemployment rises. Bond vigilantes believe in sticky inflation due to monetary policy. This was proven false for the entire decade after the GFC"  
[X Link](https://x.com/chilling_dc/status/2006528700653916507)  2026-01-01T00:51Z [----] followers, [--] engagements


"@FXPhysics @Lucky_zebra26 @TheShortBear Your post reads like a money manager that cant beat the S&P so they push the risk adjusted nonsense. Good on you though"  
[X Link](https://x.com/chilling_dc/status/2007228574991036885)  2026-01-02T23:12Z [----] followers, [---] engagements


"Very bullish for the dollar and bonds. US now control the largest oil reserves in the world. Doubt we relinquish control tbh. $tlt NOW - Trump says U.S. oil companies will go into Venezuela "spend billions of dollars fix the badly broken infrastructure the oil infrastructure and start making money for the country." https://t.co/R5WrOXYb8U NOW - Trump says U.S. oil companies will go into Venezuela "spend billions of dollars fix the badly broken infrastructure the oil infrastructure and start making money for the country." https://t.co/R5WrOXYb8U"  
[X Link](https://x.com/chilling_dc/status/2007519770241839145)  2026-01-03T18:29Z [----] followers, [----] engagements


"@StealthQE4 Deflation is coming. Many countries just lost all of their negotiating power with the US. And the dollar just earned another [--] years of absolute dominance on the world stage. Wild"  
[X Link](https://x.com/chilling_dc/status/2007600974140190929)  2026-01-03T23:52Z [----] followers, [--] engagements


"@leadlagreport This is great for long duration. Inflation down dollar stronger US influence up"  
[X Link](https://x.com/chilling_dc/status/2007861079486197995)  2026-01-04T17:06Z [----] followers, [--] engagements


"Market whistling past the graveyard with $tsm Taiwan is riskier today than it was on Friday. Tsm trading at 30x P/E when nobody knows if its even around in [--] months let alone [--] years. Wild"  
[X Link](https://x.com/chilling_dc/status/2007998115673198890)  2026-01-05T02:10Z [----] followers, [---] engagements


"@MosaicAssetCo @zerohedge Oil is 100x more important to inflation than the metals though"  
[X Link](https://x.com/chilling_dc/status/2008566193641419222)  2026-01-06T15:47Z [----] followers, [--] engagements


"@GordianKnotFinX @yieldsearcher Hard to see how thats possible tbh. None of the data supports it. More cuts seem like the likely path when you combine inflation (cooling) labor (bad) and trump bringing in his own fed chair. Bond market remains very offsides imo"  
[X Link](https://x.com/chilling_dc/status/2009017052212973576)  2026-01-07T21:39Z [----] followers, [--] engagements


"This will look as dumb as transitory did in [--] NEW YORK FED: ONE-YEAR-AHEAD EXPECTED INFLATION AT 3.4% IN DECEMBER VERSUS 3.2% IN NOVEMBER NEW YORK FED: FIVE-YEAR-AHEAD EXPECTED INFLATION UNCHANGED AT 3% IN DECEMBER NEW YORK FED: THREE-YEAR-AHEAD EXPECTED INFLATION UNCHANGED AT 3% IN DECEMBER NEW YORK FED: ONE-YEAR-AHEAD EXPECTED INFLATION AT 3.4% IN DECEMBER VERSUS 3.2% IN NOVEMBER NEW YORK FED: FIVE-YEAR-AHEAD EXPECTED INFLATION UNCHANGED AT 3% IN DECEMBER NEW YORK FED: THREE-YEAR-AHEAD EXPECTED INFLATION UNCHANGED AT 3% IN DECEMBER"  
[X Link](https://x.com/chilling_dc/status/2009326500861104223)  2026-01-08T18:09Z [----] followers, [---] engagements


"@NickTimiraos Trump really isnt waiting for jpow. Hes looking to flatten the yield curve himself. Wild"  
[X Link](https://x.com/chilling_dc/status/2009385487996244423)  2026-01-08T22:03Z [----] followers, [---] engagements


"@jbulltard1 Exactly. We have 6% mortgage rates on top of elevated home prices and the fed is still looking in the rear view mirror. Rates should be substantially lower than they are today"  
[X Link](https://x.com/chilling_dc/status/2010741534313128404)  2026-01-12T15:51Z [----] followers, [---] engagements


"This is why $msft is likely to pop the bubble Microsoft CEO Satya Nadella to board members: "If OpenAl disappeared tomorrow we have all the IP rights and all the capability. We have the people we have the compute we have the data we have everything. We are below them above them around them." Wow. https://t.co/BtVGB3QuHH Microsoft CEO Satya Nadella to board members: "If OpenAl disappeared tomorrow we have all the IP rights and all the capability. We have the people we have the compute we have the data we have everything. We are below them above them around them." Wow. https://t.co/BtVGB3QuHH"  
[X Link](https://x.com/chilling_dc/status/2010845422470738423)  2026-01-12T22:44Z [----] followers, [---] engagements


"@JerryFences @srg444 @TJFullSend Fcf is going to be too strong to ignore this year. Still think the plan is to pump and flip it tbh. Dan isnt leaving without those PSUs lol"  
[X Link](https://x.com/chilling_dc/status/2011256147807014946)  2026-01-14T01:56Z [----] followers, [--] engagements


"Kevin Warsh as fed chair seems incredibly unlikely now. This was a typical trial balloon by Trump. If his goal is lower rates (it is) he likely ruled out Warsh today. Betting markets seem way off here"  
[X Link](https://x.com/chilling_dc/status/2012250416558362999)  2026-01-16T19:47Z [----] followers, [--] engagements


"@StealthQE4 @GitanoAG @MPelletierCIO Japan kept rates low (sometimes negative) for [--] years with QE. We could easily and likely will bring it back. 0% chance we see 15% rates 😂"  
[X Link](https://x.com/chilling_dc/status/2013776871519822052)  2026-01-21T00:53Z [----] followers, [--] engagements


"@JerryFences @srg444 @TJFullSend I think ASR into a sale. Only thing that makes sense tbh"  
[X Link](https://x.com/chilling_dc/status/2014089677255344463)  2026-01-21T21:36Z [----] followers, [--] engagements


"Path for rates is lower. Across the entire curve. $tlt US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food - mostly Eggs - Household durables - particularly housekeeping supplies - Alcohol & tobacco - mostly alcoholic beverages Our number is derived by https://t.co/5LoMU6z2N1 US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food - mostly Eggs - Household durables - particularly housekeeping supplies - Alcohol & tobacco - mostly alcoholic"  
[X Link](https://x.com/chilling_dc/status/2014515692683268514)  2026-01-23T01:49Z [----] followers, [---] engagements


"@NikolaTeslaIRBX @yieldsearcher Fed controls the entire curve. If it chooses to. They just like to pretend they dont because QE is a taboo word these days"  
[X Link](https://x.com/chilling_dc/status/2014891118442242470)  2026-01-24T02:40Z [----] followers, [--] engagements


"@JerryFences @TJFullSend @srg444 lol Dan would love that for the buyback but unlikely tbh"  
[X Link](https://x.com/chilling_dc/status/2015587220418171116)  2026-01-26T00:46Z [----] followers, [--] engagements


"@yieldsearcher Low rates take priority for trump imo Midterms coming up and most voters dont even know there is a currency market lol They know their mortgage rate though"  
[X Link](https://x.com/chilling_dc/status/2014826174061420816)  2026-01-23T22:22Z [----] followers, [---] engagements


"$msft is likely the company that pops the bubble. What used to be a strength for them (OpenAI relationship) has become a capex nightmare with OpenAI running to their competitors. Especially given their stock performance. $NVDA $AMZN - NVIDIA AND AMAZON MAY BE PART OF OPENAI FUNDING ROUND - CNBC'S FABER $NVDA $AMZN - NVIDIA AND AMAZON MAY BE PART OF OPENAI FUNDING ROUND - CNBC'S FABER"  
[X Link](https://x.com/chilling_dc/status/2016581528331878415)  2026-01-28T18:37Z [----] followers, [---] engagements


"@TFMetals Sell off into the fed chair meeting so Trump can blame the crash on the fed and drop rates to pre pandemic levels. Most likely outcome imo"  
[X Link](https://x.com/chilling_dc/status/2016967922665627789)  2026-01-29T20:13Z [----] followers, [---] engagements


"@ChrisWeston_PS Trump needs a flatter curve though. If Warsh isnt doing QE I expect Bessent/Trump will somehow. Maybe via the banks"  
[X Link](https://x.com/chilling_dc/status/2017134065636229557)  2026-01-30T07:13Z [----] followers, [---] engagements


"@GaryHaubold @ces921 If they invoke Bessent at the fed to reduce issuance down the curve and unleash banks to buy more treasuries they can get the desired effect of QE while shrinking the balance sheet"  
[X Link](https://x.com/chilling_dc/status/2017297281632846171)  2026-01-30T18:02Z [----] followers, [---] engagements


"Guess the whole dollar is dead thing was a tad overblown. Treasuries looking pretty good today in this environment. $tlt"  
[X Link](https://x.com/chilling_dc/status/2017303575043428838)  2026-01-30T18:27Z [----] followers, [---] engagements


"@StanphylCap Im anticipating a cpi falls off a cliff as we lap the two hottest months of last year. Add in a shitty labor outlook and a market bubble that is looking for a pin (and may have just found it with msft)"  
[X Link](https://x.com/chilling_dc/status/2017618148095123558)  2026-01-31T15:17Z [----] followers, [--] engagements


"@BlacklionCTA Market is offsides. Warsh will cause the curve to flatten as rates fall. Will look like [----]. Warsh Trump Bessent all want lower rates for Main Street. Issuance on the long end is already tiny. SLR caps come off fed stops growing the balance sheet curve flattens"  
[X Link](https://x.com/chilling_dc/status/2017643052349710347)  2026-01-31T16:56Z [----] followers, [---] engagements


"@Gugo907 I know absolutely nothing about $rze but what is going on here lol"  
[X Link](https://x.com/chilling_dc/status/1586753245820641281)  2022-10-30T16:13Z [----] followers, [--] engagements


"@Life_w_no_rules @longsandlongers @TidefallCapital Broadcom is falling off a cliff atm. Lets see where it lands. Might have been early but not wrong"  
[X Link](https://x.com/chilling_dc/status/2001508123857637880)  2025-12-18T04:21Z [----] followers, [--] engagements


"@PauloMacro You believe we are going to have cooling inflation with mortgage rates above 6% and climbing into midterms Good luck lol"  
[X Link](https://x.com/chilling_dc/status/2018527065272996345)  2026-02-03T03:28Z [----] followers, [---] engagements


"This is why CPI will continue to fall 🏠HOMEBUYERS GET BIGGEST DISCOUNTS IN YEARS In [----] homebuyers snagged an average 7.9% discount off list pricesthe largest since [----]. Thats about $31600 off the median $399900 home. Nearly two-thirds bought below asking as a strong buyers market with 47% more sellers 🏠HOMEBUYERS GET BIGGEST DISCOUNTS IN YEARS In [----] homebuyers snagged an average 7.9% discount off list pricesthe largest since [----]. Thats about $31600 off the median $399900 home. Nearly two-thirds bought below asking as a strong buyers market with 47% more sellers"  
[X Link](https://x.com/chilling_dc/status/2018372389587890414)  2026-02-02T17:14Z [----] followers, [---] engagements


"Everyone on fintwit should be required to show their returns before commenting on markets. Most of these fools dont have a clue what they are doing. Stop clogging up my feed with your nonsense technicals and fear porn 😂"  
[X Link](https://x.com/chilling_dc/status/1653837383018618897)  2023-05-03T19:02Z [----] followers, [----] engagements


"Bubble is on its last legs. $msft is crushed likely lowers capex soon. $nvda knows their 100B will be incinerated $orcl is nuked cant meet commitments $tsm vulnerable and over extended Its going to get ugly. 🚨 BREAKING: $NVDA s negotiations to invest as much as $100 billion in OpenAI have broken down. The discussions stalled after some inside Nvidia expressed concerns about the transaction the Journal said citing unidentified people familiar with the deliberations. https://t.co/zxThAWnj8z 🚨 BREAKING: $NVDA s negotiations to invest as much as $100 billion in OpenAI have broken down. The"  
[X Link](https://x.com/anyuser/status/2017636090593661184)  2026-01-31T16:28Z [----] followers, [---] engagements

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