# ![@fin_monitor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1978705096532697088.png) @fin_monitor Finance Monitor

Finance Monitor posts on X about ai, deflation, inflation, realtime the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1978705096532697088/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1978705096532697088/c:line/m:interactions.svg)

- [--] Week [-----] +144%
- [--] Month [-----] +112%

### Mentions: [--] [#](/creator/twitter::1978705096532697088/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1978705096532697088/c:line/m:posts_active.svg)

- [--] Month [--] -27%

### Followers: [--] [#](/creator/twitter::1978705096532697088/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1978705096532697088/c:line/m:followers.svg)

- [--] Week [--] +5%
- [--] Month [--] +31%

### CreatorRank: [---------] [#](/creator/twitter::1978705096532697088/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1978705096532697088/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  40% [stocks](/list/stocks)  32% [technology brands](/list/technology-brands)  20% [cryptocurrencies](/list/cryptocurrencies)  7% [currencies](/list/currencies)  2% [exchanges](/list/exchanges)  2% [celebrities](/list/celebrities)  2% [automotive brands](/list/automotive-brands)  2% [travel destinations](/list/travel-destinations)  2% [countries](/list/countries)  1%

**Social topic influence**
[ai](/topic/ai) 30%, [deflation](/topic/deflation) #174, [inflation](/topic/inflation) #2410, [realtime](/topic/realtime) 5%, [stocks](/topic/stocks) 5%, [gold](/topic/gold) 4%, [$ionq](/topic/$ionq) #89, [core](/topic/core) 4%, [strong](/topic/strong) 4%, [$nvda](/topic/$nvda) 4%

**Top accounts mentioned or mentioned by**
[@xai](/creator/undefined) [@elonmusks](/creator/undefined) [@spacex](/creator/undefined) [@grok](/creator/undefined) [@elonmusk](/creator/undefined) [@waymo](/creator/undefined) [@sundarpichai](/creator/undefined)

**Top assets mentioned**
[IonQ, Inc. (IONQ)](/topic/$ionq) [NVIDIA Corp. (NVDA)](/topic/$nvda) [UnitedHealth Group (UNH)](/topic/$unh) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Salesforce Inc (CRM)](/topic/$crm) [Adobe, Inc. (ADBE)](/topic/$adbe) [Elevance Health Inc (ELV)](/topic/$elv) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Mario Coin (COIN)](/topic/$coin) [Iris Energy Limited (IREN)](/topic/$iren) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) [Workday Inc (WDAY)](/topic/$wday) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Velo (VELO)](/topic/$velo) [Omada Health, Inc (OMDA)](/topic/$omda) [Barclays PLC (BCS)](/topic/$bcs) [XRP (XRP)](/topic/xrp) [Walmart, Inc. (WMT)](/topic/$wmt) [Target Corporation (TGT)](/topic/$tgt) [DIA (DIA)](/topic/$dia)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Bonds aren't waiting for confirmation. $TLT broke above its 200-week moving average on heavy volume first time in seven years. 10Y yields are dipping toward 4%. Institutions are betting the inflation cycle is over with lower rates on the horizon"  
[X Link](https://x.com/fin_monitor/status/2022527734602436832)  2026-02-14T04:26Z [--] followers, [--] engagements


"Defense sectors gain: Global spending narratives like UK's nuclear push align with this. Energy and contractors demand attention as military buildup signals rise"  
[X Link](https://x.com/fin_monitor/status/2021461451370791239)  2026-02-11T05:49Z [--] followers, [--] engagements


"VIX complacency on geo risks looks misplaced. A diplomatic breakdown would drive flight to safety: Gold USD and oil futures up equities down. Volatility shocks could hit global markets hard"  
[X Link](https://x.com/fin_monitor/status/2021461453425999962)  2026-02-11T05:49Z [--] followers, [--] engagements


"It's a fundamental rethink: proprietary software today could be open-source AI output tomorrow. Expect multiple compression in broader SaaS like $CRM $WDAY $ADBE as markets demand higher risk premiums"  
[X Link](https://x.com/fin_monitor/status/2022208666104213915)  2026-02-13T07:18Z [--] followers, [--] engagements


"Quantum computing isn't just lab stuff anymore. It's going industrial. NSF is pumping $100M+ into a new infrastructure program boosting players like $IONQ. This federal nod validates the tech's importance and speeds up hardware scaling toward quantum advantage"  
[X Link](https://x.com/fin_monitor/status/2022528046063063525)  2026-02-14T04:27Z [--] followers, [---] engagements


"AI's going from consumer tools to battlefield tech. OpenAI is partnering with Pentagon-selected contractors on drone swarm software. This marks a shift into military applications blurring lines between commercial innovation and national security"  
[X Link](https://x.com/fin_monitor/status/2022528901780852757)  2026-02-14T04:30Z [--] followers, [--] engagements


"AI infrastructure isn't slowing downit's sold out. Nebius Group's ($NBIS) Q4 earnings missed revenue estimates at $227.7M but that's a supply constraint story not demand weakness. Management confirmed they're effectively at full GPU capacity"  
[X Link](https://x.com/fin_monitor/status/2022208278487560488)  2026-02-13T07:16Z [--] followers, [--] engagements


"2026 February [--] AI Infrastructure Reality Check: Supply Constraints vs. Demand"  
[X Link](https://x.com/fin_monitor/status/2022208276642017700)  2026-02-13T07:16Z [--] followers, [--] engagements


"At the same time the sector's getting more investable. Infleqtion merged with a SPAC and starts trading as $INFQ on Feb [--] the first public neutral-atom quantum firm. This adds diversity beyond ion-trap ($IONQ) and superconducting approaches"  
[X Link](https://x.com/fin_monitor/status/2022528049829523818)  2026-02-14T04:27Z [--] followers, [---] engagements


"Why care: Geopolitics demands rapid AI integration in defense. This "dual-use" trend boosts specialized firms like $VELO which inked deals with Ohio Ordnance and NAVAIR for 3D printing in logistics and weapons"  
[X Link](https://x.com/fin_monitor/status/2022528904179912873)  2026-02-14T04:30Z [--] followers, [---] engagements


"This de-rating is rippling out. $OMDA and $ELV are down in sympathy as markets reassess policy risks. Even Buffett's $BRK positions in $UNH raise questions about underestimating regulatory speed"  
[X Link](https://x.com/fin_monitor/status/2016847292108583104)  2026-01-29T12:14Z [--] followers, [---] engagements


"2026 Feb [--] AIs Pivot from Hype to Execution: The Efficiency Era"  
[X Link](https://x.com/fin_monitor/status/2020795522605252951)  2026-02-09T09:42Z [--] followers, [--] engagements


"AI hype might be over. The real game is now ruthless efficiency and cost cutting. Major companies are shifting capital from labor to automation. This creates a deflationary cycle for wages while boosting margins. But it risks consumer spending if white-collar layoffs spike"  
[X Link](https://x.com/fin_monitor/status/2020795524270407948)  2026-02-09T09:42Z [--] followers, [--] engagements


"Look at Ocado. The British tech-retail group is slashing about [----] jobs to accelerate robotic warehousing. Barclays ($BCS) is restructuring around AI and offshoring for cost optimization. This isn't hiring-fueled growth. It's capex replacing headcount"  
[X Link](https://x.com/fin_monitor/status/2020795526015226100)  2026-02-09T09:42Z [--] followers, [--] engagements


"The pattern is clear: Operational efficiency drives AI adoption which enables layoffs. Unlike past tech cycles that added jobs this one is labor-deflationary. Medium-term margins expand. Longer-term watch for broader economic drag from reduced consumer power"  
[X Link](https://x.com/fin_monitor/status/2020795527898476717)  2026-02-09T09:42Z [--] followers, [--] engagements


"Investors take note. Markets now reward proven margin gains from AI not vague revenue promises. Expect more restructuring from US banks and logistics firms. This trend looks global and accelerating"  
[X Link](https://x.com/fin_monitor/status/2020795529555271722)  2026-02-09T09:42Z [--] followers, [--] engagements


"2026 February [--] The Hidden Deflation Risk: Real-Time Data Diverges from Official CPI"  
[X Link](https://x.com/fin_monitor/status/2020795887920795669)  2026-02-09T09:44Z [--] followers, [--] engagements


"Official inflation data is lagging badly. That's creating serious policy risks. BLS CPI sits at 2.7% but real-time Truflation metrics show it plunged to 0.68%. This 200bps gap could mean the Fed is over-tightening without realizing it"  
[X Link](https://x.com/fin_monitor/status/2020795889648828496)  2026-02-09T09:44Z [--] followers, [--] engagements


"If benign deflation from productivity gains is underway real rates are much higher than intended. $XRP funding rates hitting April [----] lows signals speculative washout and potential liquidity squeeze"  
[X Link](https://x.com/fin_monitor/status/2020795891691434041)  2026-02-09T09:44Z [--] followers, [--] engagements


"The disconnect matters because the Fed targets backward-looking BLS data. Meanwhile pricing power is evaporating in real time. Job openings have dropped sharply since ChatGPT launched adding to cooling pressures"  
[X Link](https://x.com/fin_monitor/status/2020795893469831508)  2026-02-09T09:44Z [--] followers, [--] engagements


"Markets may be underpricing a dovish pivot or outright policy error. If deflation fears emerge the soft landing narrative could flip quickly"  
[X Link](https://x.com/fin_monitor/status/2020795895457943838)  2026-02-09T09:44Z [--] followers, [--] engagements


"Key takeaway: Real-time data shows deflation risks the official CPI misses. Fed policy based on lags could trigger unnecessary tightness"  
[X Link](https://x.com/fin_monitor/status/2020795897529909477)  2026-02-09T09:44Z [--] followers, [--] engagements


"2026 February [--] Retails Great Bifurcation: The Trillion Dollar Divide"  
[X Link](https://x.com/fin_monitor/status/2020796126798963105)  2026-02-09T09:45Z [--] followers, [--] engagements


"US retail is splitting wide open. Scale wins hesitation loses. Walmart ($WMT) just hit $1 trillion market cap rewarding its omnichannel investments. Target ($TGT) is struggling with sales slowdowns and margin squeezes"  
[X Link](https://x.com/fin_monitor/status/2020796128426340761)  2026-02-09T09:45Z [--] followers, [--] engagements


"Target's response: A huge $5 billion capex push in [----] to catch up. But this defensive spending threatens its 57-year dividend streak. Markets are punishing laggards while crowning executors"  
[X Link](https://x.com/fin_monitor/status/2020796130292863146)  2026-02-09T09:45Z [--] followers, [--] engagements


"Why the divide Inflation and high rates push consumers to value and efficiency. Walmart's scale gives pricing power. Mid-tier players without that or Amazon-level logistics face a capex cliff just to compete"  
[X Link](https://x.com/fin_monitor/status/2020796132159336772)  2026-02-09T09:45Z [--] followers, [--] engagements


"Broader staples sector implications: Favor giants with moats. Smaller retailers risk getting squeezed as consumer shifts accelerate"  
[X Link](https://x.com/fin_monitor/status/2020796134315237680)  2026-02-09T09:45Z [--] followers, [--] engagements


"Core thesis: Retail bifurcation means winners like Walmart take all while others fight to survive. Watch CapEx plans for signs of stress"  
[X Link](https://x.com/fin_monitor/status/2020796136387232060)  2026-02-09T09:45Z [--] followers, [--] engagements


"2026 February [--] The Value Rotation Within Tech: Amazons Historic Discount"  
[X Link](https://x.com/fin_monitor/status/2020796371838603606)  2026-02-09T09:46Z [--] followers, [--] engagements


"Tech rotation is underway but Amazon ($AMZN) stands out as an anomaly. Trading at 29x earnings near historic lows this growth giant now offers value traits amid broader shifts from $QQQ to $DIA"  
[X Link](https://x.com/fin_monitor/status/2020796373386371450)  2026-02-09T09:46Z [--] followers, [--] engagements


"The discount comes as Amazon cements its AI infrastructure role via AWS. Unlike pure AI spec plays it has clear monetization. But antitrust chatter and tech fatigue keep sentiment cautious"  
[X Link](https://x.com/fin_monitor/status/2020796376175493432)  2026-02-09T09:46Z [--] followers, [--] engagements


"Analysts like UBS see upside with targets over $300. If benign deflation hits Amazon's cost-cutting and logistics moat provide defense that chip stocks lack"  
[X Link](https://x.com/fin_monitor/status/2020796378289488350)  2026-02-09T09:46Z [--] followers, [--] engagements


"Big Tech's capital game is changing fast. The Magnificent [--] led by $GOOGL are piling on debt instead of buybacks to fund massive AI buildouts. Why care This shift drains liquidity from markets that relied on their repurchases as a safety net just as valuations stretch thin"  
[X Link](https://x.com/fin_monitor/status/2021460305096946151)  2026-02-11T05:44Z [--] followers, [--] engagements


"Take $GOOGL: It's sold bonds pushing debt over $30B channeling cash flow into CAPEX. Similar moves at $AMZN $META and $MSFT show operating cash now prioritizes AI infrastructure over shareholder returns. Buyback activity is decelerating sharply as a result"  
[X Link](https://x.com/fin_monitor/status/2021460306992799988)  2026-02-11T05:44Z [--] followers, [--] engagements


"2026 [--] February US Economic Bifurcation: GDP Strength vs. Consumer Fatigue"  
[X Link](https://x.com/fin_monitor/status/2021460632055501163)  2026-02-11T05:45Z [--] followers, [--] engagements


"US economy looks strong on topAtlanta Fed's GDPNow just hiked Q4 [----] growth to +3.7%. But dig deeper and consumers are cracking under pressure. Why matters: This split could force the Fed into tough choices spiking volatility in rates and equities"  
[X Link](https://x.com/fin_monitor/status/2021460633884164493)  2026-02-11T05:45Z [--] followers, [--] engagements


"Headline growth masks consumer weakness. Retail sales growth stalled at 0% and loan delinquencies hit [----] highshigher rates are finally hitting households. The consumer driving most of GDP is fatigued"  
[X Link](https://x.com/fin_monitor/status/2021460635952009511)  2026-02-11T05:45Z [--] followers, [--] engagements


"Q4 earnings show a clear split: Digital platforms thrive while staples struggle signaling shifts in consumer spending. Why care This upends the old recession rotation into defensivesquality now means digital stickiness over physical goods"  
[X Link](https://x.com/fin_monitor/status/2021461200811565498)  2026-02-11T05:48Z [--] followers, [--] engagements


"$SPOT crushed it: Record 33.1% gross margins and over 751M users highlight pricing power in subscriptions. Even in tight budgets digital entertainment feels essential. It's the utility of the modern era"  
[X Link](https://x.com/fin_monitor/status/2021461203382567370)  2026-02-11T05:48Z [--] followers, [--] engagements


"Contrast with $KO: Missed revenue on global demand shifts and FX headwinds. Consumers are cutting back on staples trading down or reducing volumes. This suggests physical goods are discretionary now"  
[X Link](https://x.com/fin_monitor/status/2021461205488169142)  2026-02-11T05:48Z [--] followers, [--] engagements


"The miss came from analysts failing to model these bottlenecks not execution issues. Looking ahead [----] guidance is explosive: $7-9B in ARR. This shows hyperscalers' appetite for compute is still insatiable"  
[X Link](https://x.com/fin_monitor/status/2022208280416993566)  2026-02-13T07:16Z [--] followers, [--] engagements


"Financing is evolving too. Nebius has over $1.5B in customer prepaymentslikely from $MSFT and $METAto fund $16-20B CapEx. This "capital-light" model means hyperscalers subsidize infra for guaranteed access"  
[X Link](https://x.com/fin_monitor/status/2022208282530889787)  2026-02-13T07:16Z [--] followers, [--] engagements


"It directly boosts enablers like Vertiv ($VRT) which crushed earnings on data center needs. But markets are sensitive to Capex efficiency. With spending concentrated the shift to hardware over software is accelerating"  
[X Link](https://x.com/fin_monitor/status/2022208284615487799)  2026-02-13T07:16Z [--] followers, [--] engagements


"2026 February [--] SaaS Re-Rating: The "AI Displacement" Discount"  
[X Link](https://x.com/fin_monitor/status/2022208657732382892)  2026-02-13T07:18Z [--] followers, [--] engagements


"Software stocks are getting hit with an "AI displacement discount"even on strong results. AppLovin ($APP) delivered a beat-and-raise with 66% revenue growth and 84% EBITDA margins yet the stock sold off hard"  
[X Link](https://x.com/fin_monitor/status/2022208659699511661)  2026-02-13T07:18Z [--] followers, [--] engagements


"The market's forward-looking: fearing gen AI will commoditize code and ad-tech faster than expected. This disconnect shows excellent execution isn't enough if AI replicability threatens terminal value"  
[X Link](https://x.com/fin_monitor/status/2022208661817635248)  2026-02-13T07:18Z [--] followers, [--] engagements


"Unity ($U) explicitly called out gen AI as a threat to market share adding pressure. Contrast this with AI infra plays getting rewarded for Capex intensity while asset-light SaaS faces punishment despite cash flows"  
[X Link](https://x.com/fin_monitor/status/2022208664019644619)  2026-02-13T07:18Z [--] followers, [--] engagements


"2026 [--] February Quantum Computing Sector Capitulation"  
[X Link](https://x.com/fin_monitor/status/2022208859620970858)  2026-02-13T07:18Z [--] followers, [--] engagements


"Quantum computing hype is bursting as markets lose patience with distant timelines. Stocks like IonQ ($IONQ) Rigetti ($RGTI) and D-Wave ($QBTS) have plunged over 70% from [----] highs"  
[X Link](https://x.com/fin_monitor/status/2022208861500059658)  2026-02-13T07:18Z [--] followers, [--] engagements


"Institutions are locking in yields seeing current levels as attractive long-term. This ties to AI as a potential deflationary force countering de-globalization and fiscal pressures"  
[X Link](https://x.com/fin_monitor/status/2022209112877289724)  2026-02-13T07:19Z [--] followers, [--] engagements


"If AI boosts productivity it could suppress wages and prices making bonds a hedge. Tech stocks and bonds might both rally on AI thesis over different horizons"  
[X Link](https://x.com/fin_monitor/status/2022209114940821879)  2026-02-13T07:19Z [--] followers, [--] engagements


"2026 February [--] Deflationary Signals Trigger Bond Market Breakout"  
[X Link](https://x.com/fin_monitor/status/2022527729443258801)  2026-02-14T04:26Z [--] followers, [--] engagements


"Markets see inflation one way. Official data sees it another. CPI lingers near 2.7% but real-time metrics like Truflation clock in at 0.7-0.8%. This gap screams deflation and suggests the Fed's high rates are too restrictive as the economy cools faster than expected"  
[X Link](https://x.com/fin_monitor/status/2022527732270403584)  2026-02-14T04:26Z [--] followers, [--] engagements


"Timing couldn't be better for US fiscal health. $10T in debt matures in the next year. A 1.5% rate drop saves $150B annually in interest. "Higher for longer" is fading fast replaced by deflation defense where bonds hedge policy risks"  
[X Link](https://x.com/fin_monitor/status/2022527736602910890)  2026-02-14T04:26Z [--] followers, [--] engagements


"Bottom line: Deflationary signals are driving a bond breakout pressuring the Fed to act. Watch upcoming data prints for confirmation of this regime shift"  
[X Link](https://x.com/fin_monitor/status/2022527738502901854)  2026-02-14T04:26Z [--] followers, [--] engagements


"2026 [--] February Quantum Computing Sector Matures via Public Listings and Federal Backing"  
[X Link](https://x.com/fin_monitor/status/2022528042896326830)  2026-02-14T04:27Z [--] followers, [--] engagements


"Takeaway: Quantum is maturing with public funding and listings but volatility lingers on technical risks. Monitor "sell the news" events while long-term prospects strengthen"  
[X Link](https://x.com/fin_monitor/status/2022528051498672417)  2026-02-14T04:27Z [--] followers, [--] engagements


"2026 [--] February Fintech and Travel Earnings Signal Consumer Bifurcation"  
[X Link](https://x.com/fin_monitor/status/2022528276938256862)  2026-02-14T04:28Z [--] followers, [--] engagements


"No recession yet but it's uneven. Earnings from $COIN and $HOOD show retail speculation thriving while $ABNB hits fastest booking growth in years. This defies gloom highlighting a bifurcated consumer where risk appetite and experiences stay strong"  
[X Link](https://x.com/fin_monitor/status/2022528278649516176)  2026-02-14T04:28Z [--] followers, [--] engagements


"Dig into the numbers: $COIN transaction volume surged 156% to $5.2T in [----]. $HOOD rallied despite revenue misses thanks to crypto buzz. This signals high retail engagement in speculative assets not the mark of a distressed economy"  
[X Link](https://x.com/fin_monitor/status/2022528280562393250)  2026-02-14T04:28Z [--] followers, [--] engagements


"Travel's booming too: $ABNB beat expectations on gross bookings. Upper-middle class is still splurging on experiences despite inflation. But this contrasts broader deflationary signals pointing to a K-shaped dynamic"  
[X Link](https://x.com/fin_monitor/status/2022528282609037379)  2026-02-14T04:28Z [--] followers, [--] engagements


"Passive investing mechanics are about to juice AI infra stocks. $IREN joins the MSCI USA Index on Feb [--] forcing index-tracking funds (85% of market cap) to buy shares. This creates a structural bid independent of short-term fundamentals"  
[X Link](https://x.com/fin_monitor/status/2022529406057500933)  2026-02-14T04:32Z [--] followers, [--] engagements


"Timing aligns with $IREN's pivot: From Bitcoin mining to AI hosting. $VRT (Vertiv) gear spotted at sites hints at $NVDA AI factory collaborations. This blends passive flows with a narrative upgrade to high-performance computing"  
[X Link](https://x.com/fin_monitor/status/2022529407739424993)  2026-02-14T04:32Z [--] followers, [---] engagements


"2026 January [--] The Integration of Musk Industries and the Future of Autonomous Platforms"  
[X Link](https://x.com/fin_monitor/status/2017157035012263955)  2026-01-30T08:44Z [--] followers, [--] engagements


"Elon Musk is weaving his empire into a tighter "Musk Industries" web. SpaceX-xAI merger talks are heating up building on $TSLA's $2B stake in @xai . Why investors should care: This creates a powerhouse in AI robotics and space but with intertwined risks"  
[X Link](https://x.com/fin_monitor/status/2017157036564267032)  2026-01-30T08:44Z [--] followers, [--] engagements


"The synergy makes sense. @xai needs X's real-time data and @SpaceX 's orbital compute. $TSLA leans on @grok for self-driving and Optimus bots. It's turning $TSLA shareholders into backdoor players in @elonmusk's AI vision"  
[X Link](https://x.com/fin_monitor/status/2017157086656839733)  2026-01-30T08:45Z [--] followers, [--] engagements


"$TSLA's going all-in: Halting Model S and X production to ramp Optimus. @elonmusk says humanoid robots could power huge GDP chunks though skeptics like Burry call bluff. Shift underscores a bet on robotics over legacy autos"  
[X Link](https://x.com/fin_monitor/status/2017157088355492021)  2026-01-30T08:45Z [--] followers, [--] engagements


"Pivot to TaaS: Robotaxi and FSD aim to disrupt ride sharing. But rivals like @Waymo face safety probes after a school zone incident highlighting regulatory hurdles for all. Autonomy's the prize but timelines matter"  
[X Link](https://x.com/fin_monitor/status/2017157090553295160)  2026-01-30T08:45Z [--] followers, [--] engagements


"Takeaway: @elonmusk's consolidation dominates physical-digital frontiers from bots to stars. Watch for @xai delays or $TSLA autonomy slips they could cascade across the stack"  
[X Link](https://x.com/fin_monitor/status/2017157092654625024)  2026-01-30T08:45Z [--] followers, [--] engagements


"2026 Jan [--] Commodity Divergence: The Copper Rally vs. Precious Metals Volatility"  
[X Link](https://x.com/fin_monitor/status/2017158029028761917)  2026-01-30T08:48Z [--] followers, [--] engagements


"Gold and silver Volatile like shitcoins but goldbugs are beating $BTC bulls lately. BTC corrected to $85K dragging neocloud/miners like $IREN and $MSTR now at a discount to its BTC holdings"  
[X Link](https://x.com/fin_monitor/status/2017158035127300493)  2026-01-30T08:48Z [--] followers, [---] engagements


"Long-term driver: U.S. tariffs. 50% on aluminum doubled domestic prices vs. Europe/Japan. Meant to shield industry but it's a drag on U.S. aerospace and auto makers undercutting re-industrialization goals"  
[X Link](https://x.com/fin_monitor/status/2017158037270601897)  2026-01-30T08:48Z [--] followers, [--] engagements


"Core insight: Copper's AI tailwind trumps precious metals' noise but tariffs could blunt the edge. Track energy deals and trade tweaks for the next moves"  
[X Link](https://x.com/fin_monitor/status/2017158039422324741)  2026-01-30T08:48Z [--] followers, [--] engagements


"Residential REITs face repricing too. The "Trump Put" evolves into conditional support growth for aligned sectors but compressed valuations as capital returns vanish"  
[X Link](https://x.com/fin_monitor/status/2009337820889116997)  2026-01-08T18:54Z [--] followers, [--] engagements


"Bottom line: Free-market orthodoxies are breaking as policy targets output over rents. Watch for regulatory risks hitting capital-light models. This could spark capital flight from misaligned sectors"  
[X Link](https://x.com/fin_monitor/status/2009337822789161120)  2026-01-08T18:54Z [--] followers, [--] engagements


"The $USD and rate-sensitive assets are in focus. Spot gold has surged to highs above $5150 and $5500. But a shutdown would accelerate equity rotations into precious metals challenging the Fed's "higher-for-longer" in deflationary risks"  
[X Link](https://x.com/fin_monitor/status/2016846545866342435)  2026-01-29T12:11Z [--] followers, [--] engagements


"Regional impacts are clear in healthcare. Proposed Medicaid/Medicare cuts are hitting $UNH and $ELV hard. Investors: Watch Jan [--] closely. Failure to fund could deepen sector de-rating and boost safe havens"  
[X Link](https://x.com/fin_monitor/status/2016846547535712309)  2026-01-29T12:11Z [--] followers, [--] engagements


"This matters as focus turns to real-world apps. $IONQ's buys of Skyloom and Seed boost quantum networking for secure comms. $QBTS sealed $30M deals including $20M to Florida Atlantic and $10M QCaaS with a Fortune 100"  
[X Link](https://x.com/fin_monitor/status/2016847779633430663)  2026-01-29T12:15Z [--] followers, [---] engagements


"Implications for defense/aerospace: Accelerating domestic tech like synthetic diamonds and encryption. $RKLB $RDW and $QBTS are key to "sovereign supply chains" rerating as defense contractors"  
[X Link](https://x.com/fin_monitor/status/2016847783425179808)  2026-01-29T12:15Z [--] followers, [---] engagements


"Commodities are splitting: Industrial metals like copper are surging while precious metals and crypto swing wildly. Why it matters: AI's energy hunger is reshaping demand but trade policies add friction impacting everything from data centers to manufacturing"  
[X Link](https://x.com/fin_monitor/status/2017158030597521439)  2026-01-30T08:48Z [--] followers, [--] engagements


"Copper ( $COPX $FCX $SCCO ) spiked nearly 10% intraday. It's the backbone for AI's power transition and data center buildout. Case in point: $CEG bought Calpine to lock in capacity for the "AI Energy Age.""  
[X Link](https://x.com/fin_monitor/status/2017158033005044004)  2026-01-30T08:48Z [--] followers, [---] engagements


"Alphabet just dropped a CapEx bombshell on the market. Guidance for $175-185B in [----] spending shatters the $119.5B consensus. This isn't caution it's an all-out AI infrastructure push to meet "exceptionally strong" demand. It resets the entire Big Tech spending narrative"  
[X Link](https://x.com/fin_monitor/status/2019291377889341937)  2026-02-05T06:05Z [--] followers, [--] engagements


"Q4 revenue hit $400B annually with 18% growth led by Cloud. But the spotlight's on costs. CEO @sundarpichai says they'll stay supply-constrained all year. This signals AI isn't a side bet it's core to survival forcing hyperscalers to build massive compute capacity"  
[X Link](https://x.com/fin_monitor/status/2019291379638411401)  2026-02-05T06:05Z [--] followers, [--] engagements


"This favors hardware over hyperscalers for now. The "build it and they will come" strategy is getting punished where returns aren't immediate. Broader markets are bifurcating: infra winners versus those lagging in the arms race"  
[X Link](https://x.com/fin_monitor/status/2019291385900454172)  2026-02-05T06:05Z [--] followers, [--] engagements


"Takeaway: Alphabet's CapEx surge confirms AI's entering a brutal infrastructure phase. Watch $AMZN and $MSFT earnings for matching escalations that would lock in a sector-wide capital shift"  
[X Link](https://x.com/fin_monitor/status/2019291387955671510)  2026-02-05T06:05Z [--] followers, [--] engagements


"2026 [--] February The "Death of SaaS" Narrative Accelerates Market Rotation"  
[X Link](https://x.com/fin_monitor/status/2019291647268233411)  2026-02-05T06:06Z [--] followers, [--] engagements


"Tech's undergoing a brutal rotation: AI infra up traditional SaaS down. Fears that agentic AI will obsolete seat-based models are crushing $CRM $ADBE $PATH. Why matters It's flipping a decade of SaaS as the holy grail now seen as vulnerable without an AI moat"  
[X Link](https://x.com/fin_monitor/status/2019291648908497244)  2026-02-05T06:07Z [--] followers, [---] engagements


"2026 February [--] Shanghai Margin Hikes Trigger Liquidation in Precious Metals"  
[X Link](https://x.com/fin_monitor/status/2019291896347263106)  2026-02-05T06:07Z [--] followers, [--] engagements


"Precious metals just got hammered but it's not macro fundamentals. Shanghai Gold Exchange hiked margins to 12% on gold and tightened silver limits sparking deleveraging. Silver plunged in a liquidity cascade. Why care It exposes how Chinese speculation drives global prices"  
[X Link](https://x.com/fin_monitor/status/2019291898171781194)  2026-02-05T06:07Z [--] followers, [--] engagements


"This isn't tied to US politics or Fed shifts timing screams margin flush from Asia. Beijing's curbing volatility amid domestic deflation forcing leveraged unwind. Global desks felt the ripple as positions liquidated"  
[X Link](https://x.com/fin_monitor/status/2019291900457676814)  2026-02-05T06:08Z [--] followers, [--] engagements


"For US investors it's a leverage fragility reminder in the commodities rally. But core drivers like central bank buys and geopolitics hold. This clears speculative excess potentially setting up better entries post-cycle"  
[X Link](https://x.com/fin_monitor/status/2019291902441374176)  2026-02-05T06:08Z [--] followers, [--] engagements


"2026 February [--] Semiconductor Bifurcation: AMD Struggles to Match Nvidia's Pace"  
[X Link](https://x.com/fin_monitor/status/2019292221842071697)  2026-02-05T06:09Z [--] followers, [--] engagements


"Semis are bifurcating hard: $NVDA leads others lag. $AMD dropped 8% pre-market after earnings missed AI revenue hopes. Markets demand Nvidia-like explosion not just growth. Why matters It shows "good enough" won't cut it in the AI silicon wars"  
[X Link](https://x.com/fin_monitor/status/2019292223666561293)  2026-02-05T06:09Z [--] followers, [--] engagements


"$AMD's growing but investors want massive immediate AI monetization. Roadmaps aren't enough execution must mirror $NVDA's curve. Jensen Huang frames Nvidia as the new industrial engine blending hardware with software defense"  
[X Link](https://x.com/fin_monitor/status/2019292227042963815)  2026-02-05T06:09Z [--] followers, [--] engagements


"Competition's heating: $INTC pivots to GPUs creating a three-way fight. But the gap's widening. Second-tier "catch-up" trades are failing as capital flows to the undisputed leader"  
[X Link](https://x.com/fin_monitor/status/2019292229521584139)  2026-02-05T06:09Z [--] followers, [--] engagements


"For $AMD the hurdle's proving market share grab before lock-in. Hyperscaler custom chips and $NVDA's Blackwell could seal dominance. This cycle's clarifying: there's Nvidia then everyone else"  
[X Link](https://x.com/fin_monitor/status/2019292231547466122)  2026-02-05T06:09Z [--] followers, [--] engagements


"Takeaway: Semi hierarchy is set perfection or bust in AI chips. Watch $AMD's share gains; without them the bifurcation deepens"  
[X Link](https://x.com/fin_monitor/status/2019292233447416093)  2026-02-05T06:09Z [--] followers, [--] engagements


"Nuclear as the New Baseload: ARK Invests move into $OKLO signals institutional support for nuclear energy as key to scaling AI. The energy transition is back on track with a risk-on phase"  
[X Link](https://x.com/fin_monitor/status/2003717674652873161)  2025-12-24T06:41Z [--] followers, [--] engagements


"Quantum Momentum ($IONQ): Quantum computing is no longer "science fiction." Growing institutional support makes it the next big thing poised to replace traditional computing"  
[X Link](https://x.com/fin_monitor/status/2003717676812947763)  2025-12-24T06:41Z [--] followers, [--] engagements


"Healthcare's "safe haven" status is crumbling amid regulatory storms. $UNH plunged nearly 20% on weak outlook and Trump admin's flat Medicare rates proposal squeezing insurer margins with rising labor/drug costs"  
[X Link](https://x.com/fin_monitor/status/2016847289487081881)  2026-01-29T12:13Z [--] followers, [--] engagements

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