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# ![@followthroughd1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1369648024755011586.png) @followthroughd1 Follow-through Day

The market is experiencing a shift with AI-driven trading agents outperforming traditional models, potentially leading to significant staff cuts in management firms. Meanwhile, the market is punishing AI and datacenter stocks, causing them to decline, but some are seeing this as a buying opportunity. The overall market, led by $SPY and $QQQ, is nearing all-time highs, driven by strong performances from certain stocks.

### Engagements: XX [#](/creator/twitter::1369648024755011586/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1369648024755011586/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +227%
- X Year XXXXXXX +479%

### Mentions: X [#](/creator/twitter::1369648024755011586/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1369648024755011586/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +116%
- X Year XXXXX +335%

### Followers: XXX [#](/creator/twitter::1369648024755011586/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1369648024755011586/c:line/m:followers.svg)

- X Week XXX +0.33%
- X Month XXX +0.50%
- X Months XXX +37%
- X Year XXX +66%

### CreatorRank: undefined [#](/creator/twitter::1369648024755011586/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1369648024755011586/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1369648024755011586/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [automotive brands](/list/automotive-brands)  XXXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$smh](/topic/$smh) 11.76%, [$spy](/topic/$spy) #836, [$qqq](/topic/$qqq) #457, [qqq](/topic/qqq) #398, [spy](/topic/spy) 11.76%, [6969](/topic/6969) 5.88%, [$lpla](/topic/$lpla) 5.88%, [cuts](/topic/cuts) 5.88%, [$jpm](/topic/$jpm) 5.88%, [$gs](/topic/$gs) XXXX%

**Top accounts mentioned or mentioned by**
[@ibdinvestors](/creator/undefined) [@awscloud](/creator/undefined)

**Top assets mentioned**
[Spacemesh (SMH)](/topic/$smh) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [LPL Financial Holdings, Inc. (LPLA)](/topic/$lpla) [JPMorgan Chase (JPM)](/topic/$jpm) [GammaSwap (GS)](/topic/$gs) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Oklo Inc. (OKLO)](/topic/$oklo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [GE Vernova Inc. (GEV)](/topic/$gev) [EMCOR Group, Inc. (EME)](/topic/$eme) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Electroneum (ETN)](/topic/$etn) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Modefi (MOD)](/topic/$mod) [ThunderCore (TT)](/topic/$tt) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Intel Corporation (INTC)](/topic/$intc) [Tesla, Inc. (TSLA)](/topic/$tsla)
### Top Social Posts [#](/creator/twitter::1369648024755011586/posts)
---
Top posts by engagements in the last XX hours

"Researchers at UCLA/MIT released TradingAgents - a multi-agent LLM framework beating baselines in returns & Sharpe ratio via agent debates. AI outpaces traditional models. Expect 20-40% staff cuts in $ mgmt firms in just a few yrs. $JPM $GS $LPLA arxiv .org/pdf/2412.20138"  
[X Link](https://x.com/followthroughd1/status/1950498102411927559) [@followthroughd1](/creator/x/followthroughd1) 2025-07-30T10:06Z XXX followers, XXX engagements


"China decoupling: Berkshire's BYD investment value reduced to almost zero after XX years. $BYDDF $BRKB $BRKA"  
[X Link](https://x.com/followthroughd1/status/1969959964015001732) [@followthroughd1](/creator/x/followthroughd1) 2025-09-22T03:00Z XXX followers, XXX engagements


"Day 138: The market is punishing #AI #DataCenter stocks similar to the #DeepSeek event earlier this year. Is this a chance to buy the dip $NVDA $AMD $TSM $SMH $GEV $EME $OKLO"  
[X Link](https://x.com/followthroughd1/status/1981030766092947862) [@followthroughd1](/creator/x/followthroughd1) 2025-10-22T16:11Z XXX followers, XXX engagements


"The #DataCenter theme companies building the backbone of AI: powering cooling and securing the worlds data centers the infrastructure behind the #GenAI. They are selling the shovels in the biggest digital gold rush of our lifetime. $ETN $VRT $GNRC $MOD $TT"  
[X Link](https://x.com/followthroughd1/status/1977315401244557770) [@followthroughd1](/creator/x/followthroughd1) 2025-10-12T10:08Z XXX followers, XXX engagements


"US-China trade tensions bring "new round of uncertainty" says $HSBC CEO Georges Elhedery but I see it's CERTAIN decoupling. XXX% tariffs crush goods trade BIS blocks EDA software & cloud. Services are next. $FXI $KWEB $SPY $QQQ"  
[X Link](https://x.com/followthroughd1/status/1978798766472691751) [@followthroughd1](/creator/x/followthroughd1) 2025-10-16T12:22Z XXX followers, XXX engagements


"Day 139: $SPY $QQQ and $SMH are approaching all-time highs. $TSLA and $LRCX bounced back nicely after initial drops post-earnings. $INTC rose XXXX% post-earnings after market close"  
[X Link](https://x.com/followthroughd1/status/1981459777969344974) [@followthroughd1](/creator/x/followthroughd1) 2025-10-23T20:36Z XXX followers, XXX engagements