# ![@fundandtechy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::387741220.png) @fundandtechy XnO

XnO posts on X about spx, $spx, $lly, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::387741220/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::387741220/c:line/m:interactions.svg)

- [--] Week [-----] -63%
- [--] Month [------] +54%
- [--] Months [-------] +238%
- [--] Year [-------] +127%

### Mentions: [--] [#](/creator/twitter::387741220/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::387741220/c:line/m:posts_active.svg)

- [--] Month [--] +74%
- [--] Months [---] +70%
- [--] Year [---] -3.90%

### Followers: [---] [#](/creator/twitter::387741220/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::387741220/c:line/m:followers.svg)

- [--] Week [---] +0.93%
- [--] Month [---] +0.93%
- [--] Months [---] +6.90%
- [--] Year [---] +42%

### CreatorRank: [---------] [#](/creator/twitter::387741220/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::387741220/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [celebrities](/list/celebrities)  [countries](/list/countries)  [social networks](/list/social-networks)  [us election](/list/us-election) 

**Social topic influence**
[spx](/topic/spx) #659, [$spx](/topic/$spx) #331, [$lly](/topic/$lly) #119, [$nvda](/topic/$nvda) #2952, [$arkk](/topic/$arkk), [$amzn](/topic/$amzn) #1166, [$brkb](/topic/$brkb) #86, [$spy](/topic/$spy), [$googl](/topic/$googl), [meta](/topic/meta)

**Top accounts mentioned or mentioned by**
[@longtplextrader](/creator/undefined) [@jeffmacke](/creator/undefined) [@neilksethi](/creator/undefined) [@elonmusk](/creator/undefined) [@markungewitter](/creator/undefined) [@johncleese](/creator/undefined) [@allincapital](/creator/undefined) [@bespokeinvest](/creator/undefined) [@winfieldsmart](/creator/undefined) [@pointsnfigures1](/creator/undefined) [@dougkass](/creator/undefined) [@dampedspring](/creator/undefined) [@youtube](/creator/undefined) [@disruptorstocks](/creator/undefined) [@halftimereport](/creator/undefined) [@unusualwhales](/creator/undefined) [@charliebilello](/creator/undefined) [@divestech](/creator/undefined) [@walterdeemer](/creator/undefined) [@mcuban](/creator/undefined)

**Top assets mentioned**
[SPX6900 (SPX)](/topic/$spx) [Eli Lilly and Company (LLY)](/topic/$lly) [NVIDIA Corp. (NVDA)](/topic/$nvda) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Exxon Mobil (XOM)](/topic/$xom) [Apple, Inc. (AAPL)](/topic/$aapl) [UnitedHealth Group (UNH)](/topic/$unh) [JPMorgan Chase (JPM)](/topic/$jpm) [Microsoft Corp. (MSFT)](/topic/$msft) [Walmart, Inc. (WMT)](/topic/$wmt) [Metadium (META)](/topic/$meta) [Mastercard, Inc. (MA)](/topic/$ma) [Oracle Corporation (ORCL)](/topic/$orcl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Johnson & Johnson (JNJ)](/topic/$jnj) [Costco Hot Dog (COST)](/topic/$cost) [Vixco (VIX)](/topic/$vix) [AbbVie Inc (ABBV)](/topic/$abbv) [Home Depot, Inc. (HD)](/topic/$hd) [DisChain (DIS)](/topic/$dis) [Procter & Gamble (PG)](/topic/$pg) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Basis Cash (BAC)](/topic/$bac) [Netflix Inc (NFLX)](/topic/$nflx) [Target Corporation (TGT)](/topic/$tgt) [Advanced Micro Devices (AMD)](/topic/$amd) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Convex Finance (CVX)](/topic/$cvx) [Cigna Corp (CI)](/topic/$ci) [SPDR GOLD ETF (GLD)](/topic/$gld) [Novo-Nordisk (NVO)](/topic/$nvo) [Coca-Cola Co (KO)](/topic/$ko) [Cisco Systems Inc (CSCO)](/topic/$csco) [Thor Industries, Inc. (THO)](/topic/$tho) [Micron Technology, Inc. (MU)](/topic/$mu) [Boeing Co (BA)](/topic/$ba) [Starbucks Corporation (SBUX)](/topic/$sbux) [McDonald's Corp (MCD)](/topic/$mcd) [IBM (IBM)](/topic/ibm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Web3 is snake oil it is a jokeits a dead parrotthe only people I hear talking incessantly about it are VCswho in theory should/would be cut out of the whole thing as its decentralized"  
[X Link](https://x.com/fundandtechy/status/1469077279644991494)  2021-12-09T22:51Z [---] followers, [--] engagements


"Many still want to focus on the numbers and historical analogues. But psychologically the market has shifted. Earnings season is about the outlook not the numbers now. So unless you know of some big stuff being rolled out by $AAPL $MSFT $GOOGL $AMZN etc this week is tuff"  
[X Link](https://x.com/fundandtechy/status/1518363909748674563)  2022-04-24T22:59Z [---] followers, [--] engagements


"$AAPL 2% PnF"  
[X Link](https://x.com/fundandtechy/status/1527240639586377730)  2022-05-19T10:51Z [---] followers, [--] engagements


"@IdeasNon Every rally seems to start with short covering. But why I thought this rally might be more meaningful was growth started to lead value in late May (a few wks b4 $SPX low) yet Beta didn't lead low vol until July. So low quality didn't kick things off"  
[X Link](https://x.com/fundandtechy/status/1560635949704286209)  2022-08-19T14:33Z [---] followers, [--] engagements


"$BRKB a couple differing views of the boys in Buffetland 4PT and 2pt PnF charts"  
[X Link](https://x.com/fundandtechy/status/1561059283004948483)  2022-08-20T18:35Z [---] followers, [--] engagements


"$SPX component roundup $BRKB and $UNH"  
[X Link](https://x.com/fundandtechy/status/1561404981982396417)  2022-08-21T17:28Z [---] followers, [--] engagements


"$SPX Top Components $BRKB and $UNH"  
[X Link](https://x.com/fundandtechy/status/1566770840481529858)  2022-09-05T12:50Z [---] followers, [--] engagements


"$BRKB is a *horrible* substitute for $AAPL - or anything else actually. It is looking atypical for $BRKB which is usually a great defensive position. It looks like crap. It is NOT management by Buffet/Munger anymore. It is not the end all be all. @HalftimeReport"  
[X Link](https://x.com/fundandtechy/status/1567187887266963457)  2022-09-06T16:28Z [---] followers, [--] engagements


"@HalftimeReport $BRKB not good $SPX Top Components $BRKB and $UNH https://t.co/UHRd1tvAaW $SPX Top Components $BRKB and $UNH https://t.co/UHRd1tvAaW"  
[X Link](https://x.com/fundandtechy/status/1567191288893554688)  2022-09-06T16:41Z [---] followers, [--] engagements


"$VIX and $VVIXand $VVVIX $VVVVIX $VVVVVIX JK. Setting up for a spike upwards IDK but I think we will no more by days end"  
[X Link](https://x.com/fundandtechy/status/1587769771680059393)  2022-11-02T11:33Z [---] followers, [--] engagements


"$AAII and $NAAIM seems to be a lot of expectation that seasonality and historical Midterm action will save the 4th quarter I dont discredit those tendencies but one has to look at current conditions too"  
[X Link](https://x.com/fundandtechy/status/1588489970079207425)  2022-11-04T11:14Z [---] followers, [--] engagements


"$VIX seems to still be drifting down when looked at alone but when one looks at $VVIX perhaps we should be bracing for a change"  
[X Link](https://x.com/fundandtechy/status/1588496445560483840)  2022-11-04T11:40Z [---] followers, [--] engagements


"$SPX how it looks depends on the the size of the box used. Size of box used likely coincides with your timeframe use risk management tolerance etc"  
[X Link](https://x.com/fundandtechy/status/1627040081629581312)  2023-02-18T20:19Z [---] followers, [---] engagements


"$SPX 3yr weekly chart--NOT a good week changing the complexion a bit"  
[X Link](https://x.com/fundandtechy/status/1634303118618894337)  2023-03-10T21:20Z [---] followers, [--] engagements


"$SPX top components pt3 $PG $AVGO $MA $ORCL $HD $CVX $MRK $ABBV One more to go"  
[X Link](https://x.com/fundandtechy/status/1718321614012473675)  2023-10-28T17:39Z [---] followers, [---] engagements


"$SPX top components pt [--] $COST $KO $ADBE $PEP $CSCO $BAC $CRM $MCD Thanks for looking"  
[X Link](https://x.com/fundandtechy/status/1718321621838991686)  2023-10-28T17:39Z [---] followers, [---] engagements


"$VIX and $VIXX waking up"  
[X Link](https://x.com/fundandtechy/status/1752727041974190408)  2024-01-31T16:14Z [---] followers, [---] engagements


"$VALUA and $VALUG - Value Line's Arithmetric and Geometric charts. Basically equal weight vs market cap weight. Geometric hit harder as larger caps come down to earth"  
[X Link](https://x.com/fundandtechy/status/1781683142308331570)  2024-04-20T13:55Z [---] followers, [--] engagements


"@unusual_whales Jim Cramer first started using the phrase "Nvidia: Own it don't trade it" around June [----]. This was evident when he introduced his dog named "Everest Nvidia" on Twitter and reiterated his bullish stance on Nvidia during significant milestones for the company- Per ChatGPT"  
[X Link](https://x.com/fundandtechy/status/1803177312294183330)  2024-06-18T21:25Z [---] followers, [---] engagements


"Ugh. Tucked in there #9 I remember people coming into the PaineWebber office and being laughed out because they'd raised cash or reallocated elsewhere other than the [--] Horsemen and fiber optics plays. "Just Don't Sell Us" was the mantra for $JDSU. BoAs Global Risk-Love contrarian equities sentiment indicator stands firm in euphoria at the 96th percentile of history since [----]. Investor surveys join the ranks of volatilities spreads and put-call ratios at the optimistic end of the scale while technicals and https://t.co/pHE15XFZbs BoAs Global Risk-Love contrarian equities sentiment indicator"  
[X Link](https://x.com/fundandtechy/status/1814677697450086852)  2024-07-20T15:04Z [---] followers, [--] engagements


"3x Long US  Long US Long US"  
[X Link](https://x.com/fundandtechy/status/1821662874982609059)  2024-08-08T21:40Z [---] followers, [--] engagements


"@DougKass @TheStreetPro People used to do that with $JDSU"  
[X Link](https://x.com/fundandtechy/status/1832956392375796162)  2024-09-09T01:37Z [---] followers, [---] engagements


"@jendubayevans @JeffMacke Kudos to you. Again great wingman or sibling ready to rumble. Macke stands on his own merits on all facets"  
[X Link](https://x.com/fundandtechy/status/1833699828045386158)  2024-09-11T02:51Z [---] followers, [--] engagements


"$TGT- thought it was on the mend making progress in the fight.But no. TGT is a lost child found in the Toy section. There is nothing good about this PnF chart"  
[X Link](https://x.com/fundandtechy/status/1859211226825236526)  2024-11-20T12:24Z [---] followers, [---] engagements


"$QQQJ:$QQQ ratio. Junior serious outperform in last [--] months. If you cant/wont on $ARKK $QQQJ is the next gen [---]. Still not clear in longer ratio charts this o/p is longer term but for now (til inauguration) IDK"  
[X Link](https://x.com/fundandtechy/status/1861033549794857073)  2024-11-25T13:05Z [---] followers, [--] engagements


"$FVX 1/2 pt and 1pt PnF Up or Down Depends on time and POV"  
[X Link](https://x.com/fundandtechy/status/1872707666541486090)  2024-12-27T18:14Z [---] followers, [--] engagements


"@LibertyCappy Thats like $80 of ammo and boringlet me shoot one round of a [--] cal Barrett. Thatll do me"  
[X Link](https://x.com/fundandtechy/status/1890231680822308878)  2025-02-14T02:48Z [---] followers, [---] engagements


"Heres the thing$EFA is having a nice resurgence after giving two sell signals at the end of [--]. I view $EFA as a short term date situation and THIS is why- the second chart is the relative strength of. $EFA vs $SPX. Bottom line: your money has been and will likely continue to be treated better in $SPX landuntil the RS chart moves into Xs"  
[X Link](https://x.com/fundandtechy/status/1890747156300210433)  2025-02-15T12:57Z [---] followers, [--] engagements


"@ppearlman High Fidelity"  
[X Link](https://x.com/fundandtechy/status/1891517187677942053)  2025-02-17T15:56Z [---] followers, [--] engagements


"@SamanthaTwenty Dont forget all the insurance peoples alphabet soup too So many designations agents and advisors look for credibility and outsiders are feeding off of that by creating designations. Who pays The average consumer who has analysis paralysis"  
[X Link](https://x.com/fundandtechy/status/1891962048843575514)  2025-02-18T21:24Z [---] followers, [--] engagements


"How a growth in housing unanticipated The publicly traded guys are throwing their standing inventory out like a fire sale. I get emails 2-3x daily on ready to go homes from $PHM $LEN and others. They dont do that when times are good- and they dont do it at the start of the selling season. Buckle up"  
[X Link](https://x.com/fundandtechy/status/1892917351584047522)  2025-02-21T12:40Z [---] followers, [--] engagements


"@HalftimeReport @ScottWapnerCNBC $CLF is a disaster. These are longer term PnF charts5% and 10%. Has it been good Sure pre-2022. But sometimes one has to pay attention to what a cyclical stock is *saying* to you"  
[X Link](https://x.com/fundandtechy/status/1894446016276902316)  2025-02-25T17:55Z [---] followers, [--] engagements


"$MLPX a boring way to play energy and get a bit of income no K-1. Nice constructive chart"  
[X Link](https://x.com/fundandtechy/status/1897652927268896905)  2025-03-06T14:18Z [---] followers, [---] engagements


"$JMBS - here's one that has given a couple buys off it's bottom looks like it's fixin' to break the bearish resistance line. Could wait until it hits $45.50 or take a chance it keeps the positive move. 5% yield"  
[X Link](https://x.com/fundandtechy/status/1897654491081523303)  2025-03-06T14:24Z [---] followers, [--] engagements


"$BBHY- nice yield. Might be active not sure"  
[X Link](https://x.com/fundandtechy/status/1897658658835636561)  2025-03-06T14:40Z [---] followers, [--] engagements


"$PXH - seems the thing holding this one back might be the first holding $TSM. IDK but the RAFI way of building indices is intriguing if you've every listened/read any Arnott stuff"  
[X Link](https://x.com/fundandtechy/status/1897661027854012829)  2025-03-06T14:50Z [---] followers, [--] engagements


"$OEX ranked by P/S Hight to Low. Certainly not the end all be all of ratios but P/S does show how many $$ you are paying for $1 of revenue. Each industry has its own acceptable levels so like everything it varies but just a different way to think about "Is this cheap""  
[X Link](https://x.com/fundandtechy/status/1902759376210760109)  2025-03-20T16:29Z [---] followers, [---] engagements


"Josh B @Downtown bang on with the dark fiber/AI compare"  
[X Link](https://x.com/fundandtechy/status/1905295489332805696)  2025-03-27T16:26Z [---] followers, [--] engagements


"$WNC - Semi trailers.economic slow down means less shipping and less need to replace trailers in your fleet"  
[X Link](https://x.com/fundandtechy/status/1912238294865227962)  2025-04-15T20:15Z [---] followers, [--] engagements


"NYSE and Nasdaq net new lows both getting better "post puke""  
[X Link](https://x.com/fundandtechy/status/1912932221423337562)  2025-04-17T18:12Z [---] followers, [--] engagements


"$SPX 25day 5min. Creepin' like a creeper. nothing more than a lead off the base.as long as it stays below multiple resistance lines and the news flow is this weak stuff we're just marking time. Three metaphors- Scooby Doo Baseball and Marching Band. Take your pick. Bottomline- "meh""  
[X Link](https://x.com/fundandtechy/status/1915454780568211530)  2025-04-24T17:16Z [---] followers, [--] engagements


"$TYX targetspick your poison"  
[X Link](https://x.com/fundandtechy/status/1923338049703817412)  2025-05-16T11:21Z [---] followers, [--] engagements


"$TYX 1/4 pt PnF chart"  
[X Link](https://x.com/fundandtechy/status/1925151935541232125)  2025-05-21T11:29Z [---] followers, [--] engagements


"$TYX 5yr weekly.post '22 there just isn't much going on here. I know people want and say there is a lot going on but this is like watching paint dry. Sorry"  
[X Link](https://x.com/fundandtechy/status/1934937741105488225)  2025-06-17T11:34Z [---] followers, [--] engagements


"One last thing on this.many of the breakdown problems in RVs in general are because of vendor components- and the largest vendor is generally $LCII (Lippert)"  
[X Link](https://x.com/fundandtechy/status/1937887940690034839)  2025-06-25T14:57Z [---] followers, [--] engagements


"@DougKass @TheStreetPro That suggest to me its just a marker and they could build or reduce based on the ongoing issues at $UNH. Meh"  
[X Link](https://x.com/fundandtechy/status/1956405595361198225)  2025-08-15T17:20Z [---] followers, [--] engagements


"Hello RV industry. Welcome to your PR nightmare that you just got an "F" on with your "no comments". Really $THO $WGO $REVG etc. The *correct* answer would have been "we have been consciously moving away from the use of Lauan over the last X years and have been increasingly using alternative materials made of recycled materials and composites like Azdell". INSTEAD you look like a bunch of idiots with no answer no data no rebuttal. "In the last [--] years our firm has reduced reliance on Lauan by X %". INSTEAD you look like Midwestern oafs. Public Relations is a real thing. Jump into the 21st"  
[X Link](https://x.com/fundandtechy/status/1957878652625981901)  2025-08-19T18:53Z [---] followers, [---] engagements


"Been a frequent visitor of Chicago ever since high school when my friends and I would go visit for the day. I'm not some rube that doesn't know there will always be pockets of crime/violence and know where to stay away from. Have had older kids live up there either for internships or jobs so I know and am impressed with the growing number of really cool neighborhoods. Huge foodie so we have really enjoyed Chicago being full of great food experiences. But the last [--] or [--] years it's become ridiculously expensive on prices taxes and frankly a lot of other places have caught up with Chicago and"  
[X Link](https://x.com/fundandtechy/status/1963304242287923346)  2025-09-03T18:13Z [---] followers, [--] engagements


"Sick. And I dont think he dint think about it. Head had his own security detail.not an accident. His sense of purpose seems to rise well above the fear of death. I barely knew about Charlie Kirk prior to this week. He was speaking/reach a different generation than me. I now *know* about him. I impressed by his ability to have meaningful discourse with Bill Mayer and others-like civilized humans used to do on a regular normal basis Hi @HowardU is this your professor mocking Charlie Kirks ass*ssination https://t.co/c6HAPZf3DM Hi @HowardU is this your professor mocking Charlie Kirks"  
[X Link](https://x.com/fundandtechy/status/1966529035204432356)  2025-09-12T15:47Z [---] followers, [---] engagements


"Reviews of equipment Great espresso site Ive had an Expobar (mfg in Spain) very nice. If you want old school (non-automatic) plan to spend $1500to $2000. Get one w/boiler not heat block. E61 Group head a must PID is a wonderful bonus. One that can be plumbed to water line a bonus bonus If you are more casual about it go with a automatic or super auto but there are tradeoffs and the espresso is not quite the same. Old school youll need a great burr grinder knock box and a good tamper for compressing your grinder. Its worth it and becomes a morning ritual. http://wholelattelove.com"  
[X Link](https://x.com/fundandtechy/status/1974080132051546482)  2025-10-03T11:52Z [---] followers, [---] engagements


"Fun business continuity hack: Buy a Starlink use the monthly plan. It's cheap insurance. A vehicle took out our fiber node on the street in front of our office.ETA unknown for when it's back up. Got out the Starlink plugged into our network and just kept on going. Of course couldn't do a thing about the AWS outage causing some hiccups in our tech stack but everything else rocks Thanks Elon @elonmusk"  
[X Link](https://x.com/fundandtechy/status/1980388595186954417)  2025-10-20T21:40Z [---] followers, [--] engagements


"I get no subsidies for my ACA Healthcare. Make too much. But Cigna is raising my monthly premium 50%. Found private insurance not ACA that is cheaper BCBS and same or better coverage. THAT is how fucked up ACA is. It is broke. Kill it"  
[X Link](https://x.com/fundandtechy/status/1980459180843741208)  2025-10-21T02:20Z [---] followers, [--] engagements


"Notice from Cigna on current ACA plan up 58% from $1700 to $2700 a month. Had no subsidies to begin with so its not about that. Its a money grab on ACA plans. Most participating companies applied for 25-50% increases earlier this summer. So theyre locking in profits if all else in the countrys health stays constant. were switching to a non-ACA plan. Same coverage BCBS and back down to $1700/month for covering [--] person family. I am in the ACA camp is crap for everyone and should be ditched completelypay a lot and get crappy coverage"  
[X Link](https://x.com/fundandtechy/status/1980605012460949570)  2025-10-21T12:00Z [---] followers, [--] engagements


"@JeffMacke And this is why I have Starlink as my back up"  
[X Link](https://x.com/fundandtechy/status/1980769426581401777)  2025-10-21T22:53Z [---] followers, [--] engagements


"@AdamSinger Annnnnd shes wrong anyhow because shes only talking about the subsidy- which should go away or be heavily revised to a normalized non-COVID world. OUR family is non-subsidized and was informed by $CI Cigna our premium was going up 58% from $1700/month to $2700/month"  
[X Link](https://x.com/fundandtechy/status/1980960543914553615)  2025-10-22T11:32Z [---] followers, [---] engagements


"Been a while. S&P500 top contingent stock PnF charts: $NVDA $AAPL $MSFT $GOOG $GOOGL $AMZN $META $AVGO"  
[X Link](https://x.com/fundandtechy/status/1980992314777723383)  2025-10-22T13:39Z [---] followers, [---] engagements


"S&P500 Contingents: $TSLA $BRKB $WMT $JPM $ORCL $LLY $V $NFLX"  
[X Link](https://x.com/fundandtechy/status/1980992324063899764)  2025-10-22T13:39Z [---] followers, [---] engagements


"S&P500 Contingents: $MA $XOM $JNJ $PLTR $COST $ABBV $HD $AMD"  
[X Link](https://x.com/fundandtechy/status/1980992331831796042)  2025-10-22T13:39Z [---] followers, [---] engagements


"$ARKK:$QQQ speculation comes off a boil but still simmers"  
[X Link](https://x.com/fundandtechy/status/1981014645126398116)  2025-10-22T15:07Z [---] followers, [--] engagements


"$ARKK:$QQQ 5yr weekly.Ms. Wood is probably too humble and busy grinding it out like a Rounder to say something to her detractors about revenge being served cold. LOOOOONNNG way to go but the last 12-18months have been largely unnoticed"  
[X Link](https://x.com/fundandtechy/status/1981015546448761095)  2025-10-22T15:11Z [---] followers, [---] engagements


"@BlacklionCTA @gamesblazer06 Makes sense to buy gold b/c were not even the worst debtor nation"  
[X Link](https://x.com/fundandtechy/status/1981322142298886504)  2025-10-23T11:29Z [---] followers, [--] engagements


"@DeItaone You know who else stockpiled a ton of oil prior to Pearl Harbor. Japan"  
[X Link](https://x.com/fundandtechy/status/1981323014689210697)  2025-10-23T11:33Z [---] followers, [----] engagements


"@charliebilello $CI quote for Bronze plan family of 6.$33000 for 2026"  
[X Link](https://x.com/fundandtechy/status/1981531887110680991)  2025-10-24T01:23Z [---] followers, [---] engagements


"For those who call B.S. on my $CI healthcare price increase for 2026"  
[X Link](https://x.com/fundandtechy/status/1981718079575892011)  2025-10-24T13:43Z [---] followers, [----] engagements


"What is amazing is seeing a child go into learning and absorption mode. I imagine shes like a little AI machine (except real and far more dynamic) with a LLM and then using inference to apply her new found knowledge. Its truly incredible"  
[X Link](https://x.com/fundandtechy/status/1982044952646619313)  2025-10-25T11:21Z [---] followers, [--] engagements


"@neilksethi At some point career riskmarket risk. Katy bar the door when that turnswhich is usually around this time of the year"  
[X Link](https://x.com/fundandtechy/status/1982446697402831015)  2025-10-26T13:58Z [---] followers, [---] engagements


"@mazemoore This will end badly"  
[X Link](https://x.com/fundandtechy/status/1982918507303244243)  2025-10-27T21:13Z [---] followers, [--] engagements


"I love how even the non-Private Clients lack the balls of individual stock conviction and just grab beta. Beta is the new black BoAs client equity flows last week saw net flows of US equities turn back positive after seeing outflows for five of the prior six weeks with the largest inflow since Aug at +$4.7bn led by a second week of ETF inflows +$3.8bn the most since Nov [--] while single stocks also https://t.co/SqkLwksH71 BoAs client equity flows last week saw net flows of US equities turn back positive after seeing outflows for five of the prior six weeks with the largest inflow since Aug at"  
[X Link](https://x.com/fundandtechy/status/1983500184907583932)  2025-10-29T11:44Z [---] followers, [--] engagements


"$LLY- short term pattern very constructive since last earnings to todays. Surprising the blowout isnt completing the breakout pattern immediately premarketlonger term the lower highs over the last 12months speaks to a lot built into the price alreadymaybe"  
[X Link](https://x.com/fundandtechy/status/1983875128128680087)  2025-10-30T12:34Z [---] followers, [---] engagements


"@tomowenmorgan Jesus Etc- Wilco"  
[X Link](https://x.com/fundandtechy/status/1984046929677062355)  2025-10-30T23:57Z [---] followers, [---] engagements


"@tomowenmorgan If youve got a daughterIsnt she lovely -Stevie Wonder will tear you up"  
[X Link](https://x.com/fundandtechy/status/1984072176421761163)  2025-10-31T01:37Z [---] followers, [--] engagements


"This is a prime example of GIGO (garbage in garbage out). A LLM that you've fed anything and everything is going to run the gamut on good bad correct and incorrect information. So you get crap. SLM that are small specialized and from curated cleansed data have more value for those prioritizing quality responses to prompts"  
[X Link](https://x.com/fundandtechy/status/1985419170008220121)  2025-11-03T18:49Z [---] followers, [---] engagements


"No Nvidia Chips Needed Amazons New AI Data Center For Anthropic Is Tru. via @YouTube. completely worth watching. Somewhat off putting as a Hoosier since they (East & West Coast elite) see zero value in a corn field. This is a simplistic urban dweller viewpoint. Out here in the middle we have some of the best dirt (quality wise) in the WORLD. We feed the world. The efficiency per acre is as staggering as a $NVDA chips power is compared to almost anywhere else. On top of that our water is a precious resource and these AI datacenters just burn it off as steam. Indiana needs to think carefully"  
[X Link](https://x.com/fundandtechy/status/1985712180180681089)  2025-11-04T14:14Z [---] followers, [--] engagements


"I completely admire Alex Karp. Why I identify with him. It feels like his whole career hes been told you cant do this it shouldnt be done this way it wont work you should quit. This is MY whole career too. So I wish I could high-five him shake his hand and raise a drink to him. Heres to all of those who were told you cant"  
[X Link](https://x.com/fundandtechy/status/1986043875304034696)  2025-11-05T12:12Z [---] followers, [--] engagements


"$CMG last night for dinner as a fund raiser for my H.S. kid's club. been a while since going there and here's my take at ONE place (so not everywhere but anecdotal). Employees standing around. Order wasn't ready when scheduled. No line. 1/4 full. Nice polite. When we got home the chips were not fresh. Chewy. Not great compared to others. Not cheap"  
[X Link](https://x.com/fundandtechy/status/1986076821935296887)  2025-11-05T14:23Z [---] followers, [--] engagements


"$ARKK:$QQQ ratio.does it hold what's been in place since April and June (two separate trends at a confluence).seems like a fail here is kinduva biggish deal"  
[X Link](https://x.com/fundandtechy/status/1986097273940447341)  2025-11-05T15:44Z [---] followers, [--] engagements


"$ARKK:$QQQ ratio longer term.$ARKK has been turned back at a major multi-year resistance level.back it up try again or continue to stumble"  
[X Link](https://x.com/fundandtechy/status/1986098227301482496)  2025-11-05T15:48Z [---] followers, [--] engagements


"Have spent a lot of time in the last week talking with clients about how the monthly budget is breakingproperty taxes are getting jacked (year or so delay in assessments now working thru) home insurance auto insurance ACA healthcare and surprisingly food costs are being noticed by even the HNW (in a slightly different way than normies but still). Those participating it food pantry hand outs at Churches or other Not for profits- noticing the lines are longer. The K Shape economy is real and NYC voting in a communist is just a symptom that even that great city is suffering underneath the shine."  
[X Link](https://x.com/fundandtechy/status/1986197518946844906)  2025-11-05T22:22Z [---] followers, [--] engagements


"He needs to pivot. He needs to take Healthcare out of the hands of Democrats position/statements. He is close but he needs to quit branding things Trump. He has the pieces in place to topple the major insurance companies and place it on RFK and Oz. A major reform is needednot a handout. It is the fastest growing budget item not including ACA subsidies but only Medicare and Medicaid. All three need fixed but the way to fix is through a total revamp of insurance. Blue sky insurance (take it away from state) re-mutualize and force insurance to only serve policyholders and not shareholders set"  
[X Link](https://x.com/fundandtechy/status/1986208279727354179)  2025-11-05T23:05Z [---] followers, [---] engagements


"OpenAI/ChatGPT is a zero trust organizationand theyre a bit sluttyif you got money theyll make a deal with you-which seems to be a bit different culturally than other tech organizations that seem to have certain lines in the sand. I think if China offered Sam money hed take it"  
[X Link](https://x.com/fundandtechy/status/1986412061673296273)  2025-11-06T12:35Z [---] followers, [--] engagements


"No IPO b/c God knows you really dont want to show your financial. Backstop by Government so you can get cheaper rates on the absurd amount of debt you take on. Stay private to hide in the PC VC world and not mark to market.-GOT IT"  
[X Link](https://x.com/fundandtechy/status/1986414371522703523)  2025-11-06T12:44Z [---] followers, [--] engagements


"I would have posited a different argument for the validity of tariffs. But I am not a lawyer. At this level. Which is like pro sports levelI listened in awe as questions came like open fire from a machine gun nest"  
[X Link](https://x.com/fundandtechy/status/1986414877074722865)  2025-11-06T12:46Z [---] followers, [--] engagements


"The idea that OpenAI/Chat put into the universe being backstopped by the government means the CFO can visualize a time in the future where this will be needed for survival. My take. My opinion. Nothing to substantiate it. Just reading the table like I used to when playing Texas Hold'em. They just provided a huge tell"  
[X Link](https://x.com/fundandtechy/status/1986554673990455334)  2025-11-06T22:01Z [---] followers, [--] engagements


"$KSS . feels like investing in a buggy whip but I look at the chart- both PnF and regular- and it seems to have some strength in trend. And at an 8-ish PE it is not expensive. Eyes wide open though.this is not a "quality" or "leader" by any means. It's a "we've survived so far" and a "we don't know how long the runway is""  
[X Link](https://x.com/fundandtechy/status/1986785190056735059)  2025-11-07T13:17Z [---] followers, [---] engagements


"@LongTplexTrader So another Lance Stroll clogging up the track Great"  
[X Link](https://x.com/fundandtechy/status/1986798576702312909)  2025-11-07T14:11Z [---] followers, [--] engagements


"A stroll of the top S&P500 constituentsShall we $NVDA $AAPL $MSFT $GOOG $GOOGL $AMZN $AVGO $META"  
[X Link](https://x.com/fundandtechy/status/1986831694146556143)  2025-11-07T16:22Z [---] followers, [---] engagements


"$TSLA $BRKB $JPM $LLY $WMT $ORCL $V $MA"  
[X Link](https://x.com/fundandtechy/status/1986831704095445285)  2025-11-07T16:22Z [---] followers, [---] engagements


"$XOM $NFLX $JNJ $PLTR $COST $BAC $ABBV $AMD"  
[X Link](https://x.com/fundandtechy/status/1986831713344098526)  2025-11-07T16:22Z [---] followers, [--] engagements


"$HD $PG $GE $CVX $KO $IBM $UNH $CSCO"  
[X Link](https://x.com/fundandtechy/status/1986831728263024658)  2025-11-07T16:22Z [---] followers, [--] engagements


"Government Shutdown SCOTUS ruling ACA premium shock Property tax shock Home/Auto Insurance shock "Tip of Spear"NYC goes Commie Layoff number reality.at the moment- no one give [--] craps about AI. No One.No. One.I hear from "older" people who are usually ok if their portfolios are ok and they are looking at their monthly budgets get uncomfortable (even if it really isn't)"  
[X Link](https://x.com/fundandtechy/status/1986844706987233598)  2025-11-07T17:14Z [---] followers, [--] engagements


"NYSE % down volume is "meh".the fear just isn't there believe it or not. No freaking out yet"  
[X Link](https://x.com/fundandtechy/status/1986850277807526136)  2025-11-07T17:36Z [---] followers, [--] engagements


"NYSE McClellan Summation "slip sliding away" "slip sliding away"🎶"  
[X Link](https://x.com/fundandtechy/status/1986851396747157756)  2025-11-07T17:41Z [---] followers, [--] engagements


"@GuyAdami Strivers and Yes-men. And one hedge fund dude. Was the color blue or grey today for my suit"  
[X Link](https://x.com/fundandtechy/status/1986908376476106975)  2025-11-07T21:27Z [---] followers, [--] engagements


"$PLTR - 2%PnF seems to suggest a flirting with should I stay or should I go in terms of pain points"  
[X Link](https://x.com/fundandtechy/status/1986915032567820734)  2025-11-07T21:53Z [---] followers, [--] engagements


"@AntithetosCptl For your review. Oct'22 to Jan'23.$SPX outperformed by 600bps over $NDX. And that is all the ratio chart illustrated clearly. The market *did* bottom in October but the $SPX was the one that outperformed not the $NDX as shown in the bottom two panes"  
[X Link](https://x.com/fundandtechy/status/1987006120313987459)  2025-11-08T03:55Z [---] followers, [--] engagements


"I think the misunderstanding was thinking it was a correlation chart and it's simply a ratio or relative performance chart. I get attracted to this silly things looking for simplicity instead of the complexities of some indicator's calculations. This relation between $SPX outperforming (relatively) the $NDX I noticed tended to happen in less favorable conditions. $NDX has a wonderful record long term of kicking the $SPX up and down the street so I took note when it didn't. Certainly not PhD level research but maybe a humble indicator worth tucking away amongst the toolbox"  
[X Link](https://x.com/fundandtechy/status/1987009494165889180)  2025-11-08T04:09Z [---] followers, [--] engagements


"@AntithetosCptl The outperformance of small and mid this week is nice. I am looking for a longer term signal (like the early 2000's) where they lead for a multi-year period not just a month a quarter or part of a year. Tracking it closely though. Same with international"  
[X Link](https://x.com/fundandtechy/status/1987011467007128020)  2025-11-08T04:17Z [---] followers, [--] engagements


"The big boys have asked the house for credit after going thru their fat stacks of cash flow. Narrative is its smart capital allocationwhich is right if theyre winners in this race. Me thinks its hubris and overconfidence that eventually leads to a trail of tears. Timing unknown but were now are stage two funding"  
[X Link](https://x.com/fundandtechy/status/1987014776946348113)  2025-11-08T04:30Z [---] followers, [--] engagements


"Was it historic or did NYC finally come out of the closet and admit theyve always had a socialist bent Zohran Mamdani pulled off a historic win in New York Citys mayoral race with a litany of promises aimed at making life more affordable for residents. Now Mamdani faces the challenge of making his campaign pledges a reality and winning over skeptics including Wall Street https://t.co/XghJpnD0Du Zohran Mamdani pulled off a historic win in New York Citys mayoral race with a litany of promises aimed at making life more affordable for residents. Now Mamdani faces the challenge of making his"  
[X Link](https://x.com/fundandtechy/status/1988020703791378926)  2025-11-10T23:07Z [---] followers, [--] engagements


"Is *this* rock bottom for Ferrari's F1 program When WSJ notices your crappy performance What will it take"  
[X Link](https://x.com/fundandtechy/status/1988286385980309957)  2025-11-11T16:43Z [---] followers, [--] engagements


"Sooo.$NDX:$SPX ratio monthly for a really long time. As I look at this I may be tempted to think "we're nowhere near the craziness of the 90's". However I would posit the fella's at S&P have worked very hard to have more alignment with the constituents in the Nasdaq [---]. Now there is nearly 100% overlap in the top [--] stocks. Weighting may differ a bit but the similarities are enough it likely prevents the huge divergence seen in the 1990's when there was almost 0% overlap. So don't let this fool you into complacency. Know a little history and it could save a lot of pain sometime"  
[X Link](https://x.com/fundandtechy/status/1989003592934567976)  2025-11-13T16:13Z [---] followers, [--] engagements


"$ARKK:$QQQ ratio: The weakness in the second and third derivative companies; the "juniors" the zero EPS.are having problems- and have been for a bit"  
[X Link](https://x.com/fundandtechy/status/1989009968641507554)  2025-11-13T16:38Z [---] followers, [--] engagements


"What other hyperscaler is experiencing that Likely everyone.likely everyone. Unused chips sitting depreciating doing nothing. Not great for $NVDA et al. Prove me wrong https://t.co/ZfWcgDeGEJ https://t.co/ZfWcgDeGEJ"  
[X Link](https://x.com/fundandtechy/status/1989078626982326759)  2025-11-13T21:11Z [---] followers, [--] engagements


"Squeaked by. 79.478% downside volume on NYSE.juuuuuust bit outside"  
[X Link](https://x.com/fundandtechy/status/1989081372858978311)  2025-11-13T21:22Z [---] followers, [--] engagements


"A Point and Figure walk thru the S&P500 top constituents: $NVDA $AAPL $MSFT $GOOG $GOOGL $AMZN $AVGO $META"  
[X Link](https://x.com/fundandtechy/status/1989347495189860464)  2025-11-14T14:59Z [---] followers, [---] engagements


"PnF S&P500 rundown: $TSLA $BRKB $LLY $JPM $WMT $V $ORCL $XOM"  
[X Link](https://x.com/fundandtechy/status/1989347506409644411)  2025-11-14T14:59Z [---] followers, [---] engagements


"Pnf S&P500 rundown: $MA $NFLX $JNJ $ABBV $PLTR $COST $AMD $BAC"  
[X Link](https://x.com/fundandtechy/status/1989347528312225924)  2025-11-14T14:59Z [---] followers, [---] engagements


"$SPX 35pt chart- certainly not a bad chart. Longer term this could be a good opportunity to commit some beta money to a $SPX like ETF like $VOO $IVV $SPY etc ($VOO is cheapest btw for buying beta on the cheap)could it break and test a bit lower Sure. Could that be healthy and strengthen to chart longer term Yes. But its probably not the bursting of a bubble. But charts dont do well seeing the futureso its really all guess and projecting a belief. And I dont know any more than the next guy or the smartest guy or the dumbest guy"  
[X Link](https://x.com/fundandtechy/status/1989360673378206113)  2025-11-14T15:51Z [---] followers, [--] engagements


"There are differences in the $SPX and $NDX in [----] compared to now. Interesting to think about. Concentration is really a key difference. Overlap is another difference"  
[X Link](https://x.com/fundandtechy/status/1989404973663502432)  2025-11-14T18:48Z [---] followers, [--] engagements


"We talk about these indices like they are the same over time and they are not. Many more differences in [--] than now. Now $NDX is basically a 2x version of the $SPX and both are concentrated when looking historically. Works great when things go up. Not so much on the downside. Just remember this when putting your beta positions together"  
[X Link](https://x.com/fundandtechy/status/1989411384765866288)  2025-11-14T19:13Z [---] followers, [--] engagements


"83% down vol on NYSE. not a final number yet. 15min delay"  
[X Link](https://x.com/fundandtechy/status/1990526563323162928)  2025-11-17T21:04Z [---] followers, [--] engagements


"81.6% downside volume on the NYSE"  
[X Link](https://x.com/fundandtechy/status/1990530904478134522)  2025-11-17T21:22Z [---] followers, [--] engagements


"2000- $SPX down 9.1% $NDX down 36.8%. The bubble burst it hurt $NDX mostand the top [--] wasnt as concentrated as it is now. NOT say its a bubble bursting now but it willand if you are not aware of the beta your are floating along with you will get hurt badly. See weightings now in next:"  
[X Link](https://x.com/fundandtechy/status/1990791235812942317)  2025-11-18T14:36Z [---] followers, [--] engagements


"Maybe by end of week we'll be ready to attempt a rally Oh Thanksgiving week.maybe no one will want to commit"  
[X Link](https://x.com/fundandtechy/status/1990802177351430451)  2025-11-18T15:20Z [---] followers, [--] engagements


"@Hutchmetal @ericjackson @alaskaboatguy @maelan_sdmr @8bitsteveo @dchristou369 So quiet.where is the "Star Wars" sound effect Light Saber or Laser Gun would be appropriate.should have a sound like the Honda EV's have a chorus of angels"  
[X Link](https://x.com/fundandtechy/status/1990802949036257600)  2025-11-18T15:23Z [---] followers, [--] engagements


"$SPX:$NDX you *didn't* want this. Nothing good comes of it. $SPX o/p $NDX on ratio is generally a "stormy weather" indicator as it is now. And it broke a trend in place since April.so crap"  
[X Link](https://x.com/fundandtechy/status/1990822336610570266)  2025-11-18T16:40Z [---] followers, [--] engagements


"$SPX in different size boxes20253035 all with a similar messagegood place for at least a bounce. Maybe it holds. Who knows But a waypoint along the way wherever that is one thing Ive learned is charts only suggest likelihood not certainty"  
[X Link](https://x.com/fundandtechy/status/1990857885341897070)  2025-11-18T19:01Z [---] followers, [--] engagements


"$ORCL [--] perspectives- default PnF chart and 4% Pnf chart (Longer term) combine the two and history suggests this is a great time to add or increase an $ORCL position. Unless this time is different (most dangerous phase)"  
[X Link](https://x.com/fundandtechy/status/1991124299554456038)  2025-11-19T12:40Z [---] followers, [---] engagements


"I love stats like this that analysts churn out. Its like a bookie chumming the water with hopefully stats to get those whove suffered a series of bad beats gambling again Not to take away from the stats or validity. I know shes slow out of the gate but shes a mudder. Plus she doesnt really turn it on until after the 3rd turn. [--] of the last [--] races she placed on come from behind setups😂"  
[X Link](https://x.com/fundandtechy/status/1991127291976364044)  2025-11-19T12:51Z [---] followers, [--] engagements


"@JG_Nuke Isn't a blowing up A/C Receivable line item a classic sign of channel stuffing"  
[X Link](https://x.com/fundandtechy/status/1991271011334123739)  2025-11-19T22:22Z [---] followers, 24.5K engagements


"$NVDA being able to sell to Saudis is huge get. No power issue huge desire to diversify economy and a friend of US so open to sell to they *need* more avenues to sell to in order to keep massive growth story going"  
[X Link](https://x.com/fundandtechy/status/1991338158504476978)  2025-11-20T02:49Z [---] followers, [--] engagements


"I love the excitement about $NVDA earnings. More of the same. Feels like close Magic or Street Magicdistraction of something neat and exciting while what truly is important is happening out of sight undiscussed. Power. Power. Power. AI Build is a 225mph Indy car with no brakes for the corners. It isnt the chips in the AI buildout its the power that is the problem. So basic. Power. Basic materials like copper for wiring and making generators. A structural shortage in copper mining silver mining Utility companies bound by red tape cant move fast enough to built out for energy needs. Federal"  
[X Link](https://x.com/fundandtechy/status/1991346624149307803)  2025-11-20T03:23Z [---] followers, [--] engagements


"92.5% NYSE downside volume at 12:50p. amazing turn"  
[X Link](https://x.com/fundandtechy/status/1991569178864808133)  2025-11-20T18:07Z [---] followers, [--] engagements


"@JG_Nuke Grok analysis is "Mostly bearish hype": https://grok.com/share/bGVnYWN5_c60bdc87-80c2-4543-b600-b565b7f652ae https://grok.com/share/bGVnYWN5_c60bdc87-80c2-4543-b600-b565b7f652ae"  
[X Link](https://x.com/fundandtechy/status/1991582113058202069)  2025-11-20T18:59Z [---] followers, [---] engagements


"@unusual_whales So this is one data point. If price is stretched then it needs to resolve either by going sideways or reverting back to an appropriate alignment with earnings"  
[X Link](https://x.com/fundandtechy/status/1991603130547728422)  2025-11-20T20:22Z [---] followers, [---] engagements


"@DivesTech You can be right on the revolution long term and still get smoked in the stocks.you still holding $JDSU"  
[X Link](https://x.com/fundandtechy/status/1991875848040001786)  2025-11-21T14:26Z [---] followers, [---] engagements


"@MrBeast Now build a data center I hear they are all the rage. Or instead have a Mr. Beast coding competition where all the games are software engineering oriented"  
[X Link](https://x.com/fundandtechy/status/1991896430936744000)  2025-11-21T15:48Z [---] followers, 41.8K engagements


"@MrBeast That would check another box Beat Elon to it or collab😂"  
[X Link](https://x.com/fundandtechy/status/1991897626930020388)  2025-11-21T15:52Z [---] followers, [----] engagements


"Nasdaq Net New Highs- the most gentle least sharp jagged dropped I've ever seen.still in the "hold your nose close your eyes and buy" zone (below the green)"  
[X Link](https://x.com/fundandtechy/status/1991960478235664794)  2025-11-21T20:02Z [---] followers, [--] engagements


"NYSE Net New Highs- If you're in-between red and green it's just a normal nothing burger. not fear not exuberant just SSDD"  
[X Link](https://x.com/fundandtechy/status/1991961175685542054)  2025-11-21T20:05Z [---] followers, [--] engagements


"NYSE McClellan Summation.this thing is sloooow. Guessing just guessing it could turn up not next week but the following All I do know is by the time it turns the reversal will already be in full gear. Whenever that is"  
[X Link](https://x.com/fundandtechy/status/1991962091616456813)  2025-11-21T20:09Z [---] followers, [--] engagements


"$GLD:$SPY short term and long term ratio chart. To me this continues. Not a gold bug but gotta respect something is happening here that needs to be paid attention to"  
[X Link](https://x.com/fundandtechy/status/1991963327053111513)  2025-11-21T20:14Z [---] followers, [--] engagements


"$SPX PnF20pt 25pt default (50pt) and 2% chart my read is short term more downside longer term the bull story is in place still. At least for the market"  
[X Link](https://x.com/fundandtechy/status/1992243805354160325)  2025-11-22T14:48Z [---] followers, [--] engagements


"@LongTplexTrader I would think everyone would rather win via competition instead of a DQ because of how thick a piece of wood is"  
[X Link](https://x.com/fundandtechy/status/1992637523282239591)  2025-11-23T16:53Z [---] followers, [--] engagements


"@honestpollster true. The Doge was unpopular b/c it took the spotlight away from Trump. Instead of say look how great theyre doing And I hired him to do this He was quit hogging the camera quit stealing the headlineswe all suffer from this ego driven decision"  
[X Link](https://x.com/fundandtechy/status/1992941521746960522)  2025-11-24T13:01Z [---] followers, [--] engagements


"$ARKK:$QQQ a return to speculative juniors Daily and weekly ratio charts might suggest a turn is on the way. watching closely"  
[X Link](https://x.com/fundandtechy/status/1993023555345481819)  2025-11-24T18:26Z [---] followers, [--] engagements


"@WalterDeemer Over 80% in NASDAQ tho per WSJ stats"  
[X Link](https://x.com/fundandtechy/status/1993026511130313151)  2025-11-24T18:38Z [---] followers, [---] engagements


"@bespokeinvest That's why I kinda want to try some Meta Ray Bans.seems like it could be fun"  
[X Link](https://x.com/fundandtechy/status/1993044199718174947)  2025-11-24T19:49Z [---] followers, [--] engagements


"High Yield OAS: certainly nothing yet but it seems to found lower bounds IDK.not that wonky on bond/fixed"  
[X Link](https://x.com/fundandtechy/status/1993066381924090061)  2025-11-24T21:17Z [---] followers, [--] engagements


"$SPY:$XLV ratio 5yr. I know some have been coo'ing excitedly about this ETF but it still remains to be proven the whole group is worthy of beta exposure.better to be selective and pick winning stocks in this group IMO.you want beta Check out the ratio chart on XBI vs. SPY.it's broken a multi-year trend and probably has room to go despite a great last [--] months $XBI$XLV"  
[X Link](https://x.com/fundandtechy/status/1993073244144910804)  2025-11-24T21:44Z [---] followers, [--] engagements


"$XBI:$XLV 5yr ratio. Multi-year sideways now a breakout. just sayin'"  
[X Link](https://x.com/fundandtechy/status/1993073786682249532)  2025-11-24T21:46Z [---] followers, [---] engagements


"Absolutely. And its every brand. Massive shortage of mechanics. All have been working on programs to find and train from within because career centers (or vocation school) has not kept up due to lack of funding. My brothers auto group sent him to the career center at his local school system in his city to help. Came back with a horrible report. If we want to hire kids to work on carburetors its a great program. If we want mechanics for modern vehicles were better training our own people. 30+ years of under investment"  
[X Link](https://x.com/fundandtechy/status/1993155171749163178)  2025-11-25T03:09Z [---] followers, [---] engagements


"DO NOT ask AI what the drawdown may be like should the market bubble pop like [----]. With top [--] weightings as are now it is devastatingly worse than then. $NDX top [--] is 70%much more than [----]. Top [--] in $SPX similar to $NDX in [----]. Mindless passive investing has made our bed we sleep in"  
[X Link](https://x.com/fundandtechy/status/1993156526853210589)  2025-11-25T03:15Z [---] followers, [--] engagements


"People hate technicality rulings. Race cars race car drivers great team and resource management are what people want. Not 1-2mm too thin skid boards determining decisions. FIA risks losing what theyve built if they pull a NASCAR. They will dismantle another series CART INDY NASCAR and others tightening rules much it takes the race out of racing. They all start with a dude showing up at a track with his car then its a corporate car then its sponsorship money then its TV entertainment and then phphphpftttttt.done"  
[X Link](https://x.com/fundandtechy/status/1993166695389630667)  2025-11-25T03:55Z [---] followers, [--] engagements


"When Clinton brought China into the fold When we failed to take our medicine during the GFC Or used COVID as a control It snowballshard to pinpointNAFTA Greenspan creating a culture of Fed saves the day instead of letting problems work out uncomfortably Unions being so strong in 1970s they over reached and incentivized corporations to move jobs overseas So many spots IDK"  
[X Link](https://x.com/fundandtechy/status/1993170057094910233)  2025-11-25T04:09Z [---] followers, [--] engagements


"This *will* go down as one of the big misallocations of capital. All of tech went full Zuck Metaverseand we cheered. Purging excess capacity or misallocated capital is exactly what we need and how the cycle should work. Perpetuating unproductive investment for the sole purpose of avoiding recession is the China real estate model. The treadmill to hell model. Purging excess capacity or misallocated capital is exactly what we need and how the cycle should work. Perpetuating unproductive investment for the sole purpose of avoiding recession is the China real estate model. The treadmill to hell"  
[X Link](https://x.com/fundandtechy/status/1993302603414093937)  2025-11-25T12:55Z [---] followers, [---] engagements


"At what point do Indices become a reflection of the madness of crowds [----] vs [----]. there has to be a crossing point when someone slowly scales back their beta Anyone have a tactic"  
[X Link](https://x.com/fundandtechy/status/1993304479031296304)  2025-11-25T13:03Z [---] followers, [--] engagements


"@DisruptorStocks Waygu Turkey fed beer and massaged daily"  
[X Link](https://x.com/fundandtechy/status/1993533178078748905)  2025-11-26T04:12Z [---] followers, [--] engagements


"@elonmusk Palantir approachpunishment so bad you dont even think about the crime Castle defense law good start"  
[X Link](https://x.com/fundandtechy/status/1993533632292811231)  2025-11-26T04:13Z [---] followers, [--] engagements


"Here is my read on $LLY repricing Zepbound doing a deal with TrumpRX.they will now have access to Medicare. It locks in that Zepbound is not just some aesthetic/style drug for those who can afford it. It's a proactive drug preventing some of the top five chronic illnesses leading to death. It *forces* insurance/PBMs to add them to formularies they had previously been shut out of. I.E. it will open the floodgates of access to all major insurers which for 2+ years have been locked barred and welded shut. I was a little surprised when I saw notes like "pricing a headwind on margins" etc. They"  
[X Link](https://x.com/fundandtechy/status/1995505575887564997)  2025-12-01T14:49Z [---] followers, [---] engagements


"Not be be too obvious but money out of $NVDA has to go somewhereunless its an exogenous event it flows to other stocks. Its like that physics principal where all the glasses of water level out from the overly full glass when the straws connect the glasses.it just makes sense unless there is wholesale exit from domestic equities"  
[X Link](https://x.com/fundandtechy/status/1996007010169487839)  2025-12-03T00:02Z [---] followers, [--] engagements


"Joe Rogan Experience #2422 - Jensen Huang via @YouTube --Jensen on Rogan.so is that peak pumping https://youtu.be/3hptKYix4X8si=qODI_NnUp33mDh-J https://youtu.be/3hptKYix4X8si=qODI_NnUp33mDh-J"  
[X Link](https://x.com/fundandtechy/status/1996352359476477975)  2025-12-03T22:54Z [---] followers, [--] engagements


"$SPX constituents PnF rundown: $NVDA $AAPL $GOOG $GOOGL $MSFT $AMZN $AVGO $META"  
[X Link](https://x.com/fundandtechy/status/1996564701983965361)  2025-12-04T12:58Z [---] followers, [--] engagements


"$SPX constituents PnF rundown: $TSLA $BRKB $LLY $WMT $JPM $V $ORCL $MA"  
[X Link](https://x.com/fundandtechy/status/1996564710985171268)  2025-12-04T12:58Z [---] followers, [---] engagements


"$SPX constituents PnF rundown: $XOM $JNJ $NFLX $PLTR $COST $ABBV $BAC $HD"  
[X Link](https://x.com/fundandtechy/status/1996564719679783197)  2025-12-04T12:58Z [---] followers, [--] engagements


"$SPX constituents PnF Rundown: $AMD $PG"  
[X Link](https://x.com/fundandtechy/status/1996564727804359004)  2025-12-04T12:58Z [---] followers, [--] engagements


"@euglycemic @BretWeinstein @Tim_Walz Tomato tomatoe"  
[X Link](https://x.com/fundandtechy/status/1996772005979517365)  2025-12-05T02:41Z [---] followers, [--] engagements


"@mcuban And most programs wont let you invest the money until it exceeds a certain amount"  
[X Link](https://x.com/fundandtechy/status/1997061909325947184)  2025-12-05T21:53Z [---] followers, [--] engagements


"When you find out your life truly *is* a simulation😂"  
[X Link](https://x.com/fundandtechy/status/1997080836064067785)  2025-12-05T23:09Z [---] followers, [--] engagements


"$SPY:$RSP ratio still $SPY is the one. I know other technicians are out there heralding the $RSP all time high and while this is true one cant deny the 22% deficit in performance over last two years"  
[X Link](https://x.com/fundandtechy/status/1997408066216595611)  2025-12-06T20:49Z [---] followers, [--] engagements


"$MAGS:$SPYnot so sure Id u/w Mag-7 just yet. I think Ill wait for the break in the ratio chart"  
[X Link](https://x.com/fundandtechy/status/1998017393268854957)  2025-12-08T13:10Z [---] followers, [--] engagements


"$MAGS:$IWM. Its still a big big world"  
[X Link](https://x.com/fundandtechy/status/1998019005404078516)  2025-12-08T13:17Z [---] followers, [--] engagements


"$GLD:$SPY ratio ytd. seems like it's sustaining like a "Spinal Tap" guitar.Hear that NO Don't touch it just listen"  
[X Link](https://x.com/fundandtechy/status/1999564289930125655)  2025-12-12T19:37Z [---] followers, [--] engagements


"@Chartfest1 It's a reach but something like UBER should buy it and roll it into their app. reviews without an additional service just doesn't seem to do it"  
[X Link](https://x.com/fundandtechy/status/1999564868140105965)  2025-12-12T19:39Z [---] followers, [--] engagements


"$IWF:$IWD Ratio growth vs value--at this first weak trend line that is arguably not. The bigger trend line is further down so Growth still rules but some consideration may be necessary"  
[X Link](https://x.com/fundandtechy/status/1999565957602119843)  2025-12-12T19:44Z [---] followers, [--] engagements


"@mark_ungewitter Shorter term view but similar vibe"  
[X Link](https://x.com/fundandtechy/status/1999868378060849422)  2025-12-13T15:45Z [---] followers, [---] engagements


"@BullandBaird what is your source for this Totally believable but curious about source before including this fact in anything"  
[X Link](https://x.com/fundandtechy/status/2001012971066282131)  2025-12-16T19:34Z [---] followers, [----] engagements


"@gnoble79 Yup. We are on the same path of "trail of tears".seen the movie before just with a different set of actors and directors/executive producers. Out of curiosity when was serious money made on "the internet" Late aughts Early teens post GFC"  
[X Link](https://x.com/fundandtechy/status/2001014856905073102)  2025-12-16T19:41Z [---] followers, [--] engagements


"@gnoble79 Its the sign of the age of a bull market. Saw it in the 1990s too. When it got easy people got cocky then it got even easier and they started quitting jobs to day trade. What do I need you for -Was the attitude"  
[X Link](https://x.com/fundandtechy/status/2001069746507125085)  2025-12-16T23:19Z [---] followers, [--] engagements


"@SeabreezeLP @DougKass Coreweave=bagholder"  
[X Link](https://x.com/fundandtechy/status/2001343255963955387)  2025-12-17T17:26Z [---] followers, [--] engagements


"@Ben__Rickert So many will miss most b/c of stigma on it"  
[X Link](https://x.com/fundandtechy/status/2001499935678529929)  2025-12-18T03:49Z [---] followers, [---] engagements


"@onechancefreedm Concerted organized effort to block in many places in Midwest by Ag community. Water is focus power inflation another. Seen successful blocks in the MSA of Indy"  
[X Link](https://x.com/fundandtechy/status/2001501543598555214)  2025-12-18T03:55Z [---] followers, [--] engagements


"@DougKass I think some of the pop weve seen in the last week or so in $SLV & $GLD etc has been allocators hopping in late to whats been a great place for a few years. Its been a nice quiet win for those who knew and dont get their picks from CNBC"  
[X Link](https://x.com/fundandtechy/status/2005699359325966425)  2025-12-29T17:56Z [---] followers, [---] engagements


"Net New Highs NYSE expanding- not bad good"  
[X Link](https://x.com/fundandtechy/status/2008203577450488136)  2026-01-05T15:46Z [---] followers, [--] engagements


"NOT saying recession or slow down by looks of these stocks. Also track Elkhart unemployment on your Bloomieits a canary and why Elkhart has been a whistlestop for POTUS candidates and sitting when wanting to take a victory lap (see Obama at depths of GFC for worst Trump when at its best in first term) https://twitter.com/i/web/status/2008532050937004492 https://twitter.com/i/web/status/2008532050937004492"  
[X Link](https://x.com/fundandtechy/status/2008532050937004492)  2026-01-06T13:32Z [---] followers, [--] engagements


"If you are aghast by our actions in Venezuela buckle up buttercup here are the presidents that have taken similar actions in recent history: Counting distinct presidents involved in such removals (focusing on direct military or decisive pressure leading to ouster/death): [--]. Dwight Eisenhower (1953 Iran [----] Guatemala) [--]. Richard Nixon (1973 Chile) [--]. Ronald Reagan (1983 Grenada [----] Marcos pressure) [--]. George H.W. Bush (1989 Noriega) [--]. George W. Bush (2003 Hussein) [--]. Barack Obama (2011 Gaddafi) This totals [--] presidents. Broader lists of U.S.-involved regime changes (covert or overt) since"  
[X Link](https://x.com/fundandtechy/status/2008536454083793007)  2026-01-06T13:49Z [---] followers, [--] engagements


"I believe Purdue University produced a study on this pattern (or a very similar pattern in Point and Figure charting call a bullish/bearish triangle). It is the most powerful pattern in terms of direction up/down yet the least predictable b/c of the higher lows and lower highs (although there is a slight tendency to break in the direction of the dominant trend). I tend to stay away from these patterns b/c there seems to be the least amount of edge and a poor risk/reward set up. Let it breakout and decide from there. Wish I could reference the study for youconducted in the 1960s by Professor"  
[X Link](https://x.com/fundandtechy/status/2008612614050607514)  2026-01-06T18:52Z [---] followers, [--] engagements


"Run with it @mcuban System is broke and needs revamped from the bottom up. Re-mutualize insurance might be a good start. Restrict their ownership of PBMs and other non-regulated abused divisions. Make insurers serve insured not Wall Street. The industry cannot serve two masters. Maybe Federally regulate health insurance instead of having it be a State by State industry. Blueskying could help although the States might cry foul radical change is needed but not a socialized system just a sensible system. There is too many cross motivations and conflicts. This is your reminder that all those"  
[X Link](https://x.com/fundandtechy/status/2008666159697035642)  2026-01-06T22:25Z [---] followers, [--] engagements


"I'm alright if the government wants to incentivize corporation to reinvest in cap-ex but to force it over other choices and supersede acting for shareholders is simply anti-capitalistic. How about banning them from using funds for lobbying or giving to super-pacs and creating bias in the decision of who gets contracts If you want to limit CEO/Executive comp codify it across all publicly traded companies. If you want true reform it needs to be more than a tweet from POTUS.because this is no better than CEA and rent control IMHO. https://twitter.com/i/web/status/2009004570563760365"  
[X Link](https://x.com/fundandtechy/status/2009004570563760365)  2026-01-07T20:49Z [---] followers, [---] engagements


"$ARKK:$QQQ: Building back upward in outperformance but not at same level as before. A reset of sorts"  
[X Link](https://x.com/fundandtechy/status/2009289367072743474)  2026-01-08T15:41Z [---] followers, [--] engagements


"S&P500 Constituents $BAC $PLTR $COST $ABBV $NFLX $MU $HD $AMD"  
[X Link](https://x.com/fundandtechy/status/2009628158656762087)  2026-01-09T14:07Z [---] followers, [--] engagements


"S&P500 Constituents $CVX $UNH"  
[X Link](https://x.com/fundandtechy/status/2009628166730735747)  2026-01-09T14:07Z [---] followers, [---] engagements


"@onechancefreedm Or does it How many got computer science degrees b/c [--] yrs ago AI wasnt there taking entry level work away How many have worthless degrees How many have been screwing around and just need to take a job instead of insisting on the perfect one"  
[X Link](https://x.com/fundandtechy/status/2009741897783243069)  2026-01-09T21:39Z [---] followers, [---] engagements


"A very touching letter. Im sure she had good in here but a series of very bad decisions on her and her partners part have led to pure tragedy. I dont know how her partner can live with herself as video clearly has her yelling go go go instead of listen to the officer telling you to get out. This tragic event demonstrates to me everyone can be tragically just a few bad decisions from irreversible harm or death. This is incredibly moving and tells you a lot about who Renee Good was. https://t.co/JVuSCgOevl This is incredibly moving and tells you a lot about who Renee Good was."  
[X Link](https://x.com/fundandtechy/status/2009753892813152514)  2026-01-09T22:27Z [---] followers, [--] engagements


"@harryjsisson Are you blind Ignored being told to get out of car and tried to run over officer"  
[X Link](https://x.com/fundandtechy/status/2009757165372715210)  2026-01-09T22:40Z [---] followers, [--] engagements


"NYSE and NDX IT breadth momentum in two different spots right now. If youre playing in one and not the other (not saying which) maybe its time to spread it around a little"  
[X Link](https://x.com/fundandtechy/status/2010695628033077295)  2026-01-12T12:49Z [---] followers, [--] engagements


"And yet the sands *are* shifting on their narrative. Mag7 u/p $NDX stagnate $RSP$SPY $EFA has legs gold silver EM. money is finding other better opportunities that CNBC simply wont air. Like every media they will beat this horse until it is dead and ready for delivery to the glue factory. https://twitter.com/i/web/status/2011045833441943676 https://twitter.com/i/web/status/2011045833441943676"  
[X Link](https://x.com/fundandtechy/status/2011045833441943676)  2026-01-13T12:01Z [---] followers, [---] engagements


"@chigrl $MAGS:$IWM. Mag7 breaks trendline as SmCap leadslonger term change afoot"  
[X Link](https://x.com/fundandtechy/status/2011049015996215375)  2026-01-13T12:13Z [---] followers, [--] engagements


"Will growth hold at the longer term trend line Tune it and well find out"  
[X Link](https://x.com/fundandtechy/status/2011060364990140455)  2026-01-13T12:58Z [---] followers, [--] engagements


"Ok heres what is ridiculous about this credit card rate thingPre GFC I have a Capital One card at 7.75% *fixed*. It was my first card ever and had it since 80s and college. I had two other cards with 12-13% variable that I never used. If you had good creditthese were the rates. If you had bad credit THEN the rate was 20%+not saying the fixed rate at 7% would work now but for credit in 800+ why arent rates at 12-14% It is totally B.S. that Dimon says this is an issue. Charging Usury rate to everyone is crap policy. https://twitter.com/i/web/status/2011109884243161356"  
[X Link](https://x.com/fundandtechy/status/2011109884243161356)  2026-01-13T16:15Z [---] followers, [--] engagements


"@dampedspring Bullish but on different US equities"  
[X Link](https://x.com/fundandtechy/status/2011793687685058700)  2026-01-15T13:32Z [---] followers, [---] engagements


"Hey Net New Highs on both NYSE and Nasdaq have expanded nicely to the point of "too hot". It makes sense it may moderate a little while not being overly negative on the market"  
[X Link](https://x.com/fundandtechy/status/2011832930113634781)  2026-01-15T16:08Z [---] followers, [--] engagements


"@honestpollster appropriate as South Parks humor is truth/satire/sabre like wit its a new age"  
[X Link](https://x.com/fundandtechy/status/2012161719838150828)  2026-01-16T13:55Z [---] followers, [---] engagements


"@LongTplexTrader If he stays and it goes wrong he could be the most damaging thing to Ferrari since Enzo pissed off Ford"  
[X Link](https://x.com/fundandtechy/status/2012301120081641828)  2026-01-16T23:09Z [---] followers, [--] engagements


"So this week isnt so much about earningsTrump Davos Yen IUmissing anything"  
[X Link](https://x.com/fundandtechy/status/2013593232043577581)  2026-01-20T12:43Z [---] followers, [--] engagements


"so getting long Volatility on Friday was a good idea Seemed obvious with Trump Davos and Greenland ICE and low key earnings week"  
[X Link](https://x.com/fundandtechy/status/2013594446516912323)  2026-01-20T12:48Z [---] followers, [--] engagements


"$SPY:$IDMO 15yrs Ratio. Might pay attention to this one. the trend. the long term trend has broke. Now the question is--for how long"  
[X Link](https://x.com/fundandtechy/status/2013606158792007911)  2026-01-20T13:34Z [---] followers, [--] engagements


"$SPY:$IWM. small cap ratio.the strong upward movement has broke but for how long how far"  
[X Link](https://x.com/fundandtechy/status/2013606736704290955)  2026-01-20T13:37Z [---] followers, [--] engagements


"$SPY:$SLV. Ratio.the silver is slammin'"  
[X Link](https://x.com/fundandtechy/status/2013608648908349777)  2026-01-20T13:44Z [---] followers, [--] engagements


"$SPY:$XAR. 10yr weekly.The defensive sector is on fire and is accelerating"  
[X Link](https://x.com/fundandtechy/status/2013609316406747523)  2026-01-20T13:47Z [---] followers, [--] engagements

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